ATI Technologies IOM1030 Instruction manual

1
IOM1030 REV A
INSTALLATION, OPERATION & MAINTENANCE MANUAL - IOM1030
ATI SCOTCH YOKE MODULAR-SERIES ACTUATOR

IOM1030 ATI Scotch Yoke M-Series Actuator
2
Table of Contents
1Introduction ....................................................................................................................... 3
1.1 Company Background .............................................................................................................................3
1.2 Scope & Purpose of Manual ....................................................................................................................3
1.3 Company Contact ....................................................................................................................................3
2Reference Documents ........................................................................................................ 4
3Definitions ......................................................................................................................... 4
4Product Description........................................................................................................... 5
4.1 General Description & Typical Applications...........................................................................................5
4.2 Theory of Product Operation ...................................................................................................................5
4.3 Scotch Yoke Actuators ............................................................................................................................5
4.4 Product Specifications .............................................................................................................................6
5Safety Warnings ................................................................................................................ 8
5.1 Personnel Requirements ..........................................................................................................................8
5.2 Potential Hazards .....................................................................................................................................9
6Handling and Storage.......................................................................................................10
6.1 Receiving the Product............................................................................................................................10
6.2 Storage and Preservation .......................................................................................................................10
7Installation Instructions...................................................................................................11
7.1 Scotch Yoke/Quarter-Turn Actuators ....................................................................................................11
7.2 Setting the Stroke Length ......................................................................................................................11
8Preparation for Start-up...................................................................................................12
8.1 Hydraulic Oil Use ..................................................................................................................................12
8.2 Hydraulic & Pneumatic Connections.....................................................................................................12
8.3 Limit Switch Instructions.......................................................................................................................12
8.4 Start-up ..................................................................................................................................................12
9Maintenance & Operation ................................................................................................13
Safety Reminder..................................................................................................................................................13
9.1 Routine Maintenance .............................................................................................................................13
9.2 Double Acting Disassembly ..................................................................................................................14
9.3 Spring Return Disassembly ...................................................................................................................14
9.4 Seal Replacement...................................................................................................................................14
9.5 Double Acting Reassembly ...................................................................................................................15
9.6 Spring Return Reassembly.....................................................................................................................16
9.7 Double-Acting Operation ......................................................................................................................16
9.8 Spring Return Operation........................................................................................................................17
9.9 Lubricating Mechanism .........................................................................................................................17
9.10 Parts Ordering........................................................................................................................................18
10 Disposal.............................................................................................................................19
11 Terms and Conditions/Warranty .....................................................................................20
12 Revision Record ................................................................................................................22
Appendices

IOM1030 ATI Scotch Yoke M-Series Actuator
3
1 Introduction
1.1 Company Background
Automation Technology was founded in 1995 as a manufacturer of pneumatic and hydraulic valve actuators. With
products in a wide range of applications such as petrochemical, pipelines, refineries, pulp and paper, agriculture,
pharmaceutical, municipalities, mining, power plants and marine transportation, ATI has succeeded in becoming a
global leader in valve automation technology.
1.2 Scope & Purpose of Manual
This manual is intended to assist those who are involved with the installation, operation and maintenance of ATI
Scotch Yoke M-series Actuators. This manual should be reviewed and thoroughly understood PRIOR to installing,
operating or providing maintenance on the device. Refer to separate instruction manuals for details regarding
optional accessories and other equipment used with these actuators.
Failure to read and comply with all applicable installation, operation and maintenance instructions may result in
bodily injury or equipment damage and will void the Product warranty.
1.3 Company Contact
For any questions or clarifications, contact ATI or your nearest ATI Authorized Representative.
Email: [e-mail]
Web: http://www.ATIactuators.com/
ATI Global Headquarters – Customer Support, Design & Manufacturing
Cypress, Texas, USA
Phone: [phone]
US Toll Free: 800-924-8037

IOM1030 ATI Scotch Yoke M-Series Actuator
4
2 Reference Documents
The following documents are referenced within this publication. These address options and accessories, and one
or more of these documents may be required to complete installation, operation or maintenance of the as-built
Product.
•DS1001 – Dimensional Data Sheets Scotch Yoke M-Series Actuator
•DS1002 - Torque Table Data Sheets Scotch Yoke M-Series Actuator
3 Definitions
Term/Abbreviation
Definition
ATI
Automation Technology LLC, the manufacturer of the Product.
Cycle
Operating the actuator from full open to full close and back to full open, or from close to
open, back to close. When mounted to the valve, this is 2 full stroke operations, one time in
each direction.
Hydraulic Actuator
A hydraulic actuator uses compressed liquid as the power medium to produce mechanical
motion.
Pneumatic Actuator
A pneumatic actuator uses air, gas, nitrogen or other compressible fluid as the power
medium to produce mechanical motion.
Fluid
A substance, such as a liquid or gas, that can flow, has no fixed shape, and offers little
resistance to an external stress.
MAWP
Maximum Allowable Working Pressure, or Maximum Allowable Operating Pressure
(MAOP). The maximum design pressure for the Product model.
SMAWP
Standard Maximum Allowable Working Pressure, or Standard Maximum Allowable
Operating Pressure (MAOP). The standard maximum design pressure for the Product.
Product
Product refers to all Scotch Yoke M-Series Actuators.
Stroke
Measure of valve openness. Full stroke is the travel distance to move the valve from its full
closed to its full-open position. In control valve applications, stroke is often described in
percentage terms—full closed is 0%, full open is 100%--and stroke is generally proportional
to the amount of flow through the pipe.

IOM1030 ATI Scotch Yoke M-Series Actuator
5
4 Product Description
4.1 General Description & Typical Applications
The ATI Scotch Yoke M-Series Actuator is designed for use with both hydraulic and pneumatic power to operate a
quarter-turn valve.
Controls may include both local and remote control with selector switches. The control systems may be designed
for hazardous areas up to Class 1 Division 1/Zone 1 or Zone 1 with certified electrical components.
This system is capable of providing precise quarter-turn valve control for ON/OFF and modulating valve
applications.
4.2 Theory of Product Operation
ATI Scotch Yoke Actuators are suitable for many quarter turn applications including ball, plug, butterfly
valves or dampers, in both On-Off and modulating heavy-duty service.
4.3 Scotch Yoke Actuators
The Scotch Yoke unit works in the following general way:
•For a double-acting configuration, pressure is supplied to pressure port on either the inside or outside
end cap of the power module which will rotate the yoke/valve stem up to 100°.
•For a spring-return configuration pressure is supplied to the outside end of the power module which
will rotate the yoke as it compresses the spring of the spring module.
•The actuator stroke of the yoke is adjustable between 90°and 100°by means of the external
mechanical stops screwed into body of the actuator.
•The cover of the scotch yoke mechanism is arranged for the assembly of the required accessories
(positioner, signaling limit switches, position transducer, etc.) by means of proper matching units.
The above-mentioned accessories are operated by the yoke indicator plate.
•The housing of the scotch yoke mechanism is machined with a threaded hole flange pattern to fix the
actuator to the valve directly or, if required, with an adapter flange or mounting bracket.
•The actuator yoke has a bore with keyways suitable for the dimensions of a valve stem or a drive slot
suitable for a coupling device.
•ATI may supply different types of control systems following customer’s requirements.

IOM1030 ATI Scotch Yoke M-Series Actuator
6
4.4 Product Specifications
4.4.1 Operating
Pressure
The working pressure range for a standard ATI Scotch Yoke Power Cylinder is as
follows:
HYDRAULIC:
-MINIMUM: 500 psig (34.5 bar)
-STANDARD MAXIMUM (SMAWP): 1,500 psig (103.4 bar)
PNEUMATIC:
-MINIMUM: 50 psig (3.45 bar)
-STANDARD MAXIMUM (SMAWP): 150 psig (10.24 bar)
The minimum pressure may be lower than 500 psig and 50 psig, for hydraulic
and pneumatic cylinders, respectively, due to backpressure in control circuits.
For use with Higher or Lower pressures consult with ATI Representative.
NOTE: The maximum pressure is in reference to just the power modules. When
assembled onto the body module the maximum pressure for system may
decrease. Please reference DS1002 Scotch Yoke Torque Table Data for
maximum pressures for specific actuator models.
4.4.2 Temperature
Limits
Operating Temperature
System
Operating Temperature*
standard
-40℉to +212℉(-40℃to +100℃)
*For temperatures outside standard consult with an ATI Representative.
4.4.3 Duty Cycle &
Cycle Speed
The Product is capable of intermittent duty and continuous duty when
operated within recommended temperature limits with properly filtered fluid.
The stroke speed is controlled by the control circuit for fluid supply and typically
varies between 5 seconds to 60 seconds.
For required speeds outside range, please consult with an ATI Representative.
4.4.4 Fluid Type
The Product is designed and constructed of heavy-duty materials for operation
in systems using petroleum-based fluids for hydraulic power. Pneumatic
operation is designed for filtered nitrogen and compressed air.
For use with other fluid types please consult with an ATI Representative.
4.4.5 Service Life
ATI Scotch Yoke Systems can be operated with petroleum-based hydraulic
fluids or filtered pneumatic fluid for up to 5 years without maintenance. In
harsh environments and safety critical applications, more frequent
maintenance intervals and a proper fluid monitoring program should be
considered to ensure reliable Product performance. With regular maintenance
and monitoring of the fluid, the service life for this actuator will extend well
beyond 5 years.
4.4.6 Lubrication
For normal duty, the actuator is self-lubricated for the life of the Product.
The hydraulic fluid should be filtered and monitored for cleanliness to a
contamination threshold of 20/18/15 per ISO 4406 (NAS 9). Lower
contamination thresholds are recommended to maximize service life.
4.4.7 Lifting Point
Load Ratings
Use lifting straps or chains rated for a minimum of 2000 lbs.

IOM1030 ATI Scotch Yoke M-Series Actuator
7
4.4.8 Pressure
Connections
Per assembly drawing
•Hydraulic and Pneumatic connections will be located on the outside
and inside end cap of power module. Size of connection will vary
based on Scotch Yoke Model size and can be viewed in data sheet
DS1001 Scotch Yoke M-Series Dimensional Data.
4.4.9 Torque
Rating
Torque Ratings for each SYM model.
Model Torque Capacity (in*lbf)
SYM1
80,000
SYM2
190,000
SYM3
375,000
SYM4
750,000
SYM5
1,250,000
Torque Rating is based on springless Double-Acting actuator. For specific spring
return torque capacities please refer to DS1002 SYM Torque Table Data or
consult with an ATI Representative.
4.4.10 Warranty
Complete warranty terms and conditions are included in section 11 of this
manual.
ATI Scotch Yoke Systems, if handled, installed, used, and maintained according
to this manual, are guaranteed to be without defects in material and
workmanship. The warranty period is two (2) years after the date of factory
shipment. Refer to Product nameplate for serial number to confirm date of
shipment. The warranty does not cover accessory components installed by
others or materials that are installed inappropriately, used inappropriately, or
modified or repaired without approval by ATI.
NON-WARRANTY CLAUSE: Contents of this publication are periodically checked
for compliance with the associated Products, and corrections are made as
necessary for subsequent publications. ATI also modifies the Product in this
publication (within limits of Optional Certifications) to meet special
requirements for specific customer orders. Therefore, ATI cannot exclude the
possibility of discrepancies between this publication and the Product and
special documentation that is prepared for a particular shipment, and ATI does
not accept liability for discrepancies between information in this publication
and the Product.

IOM1030 ATI Scotch Yoke M-Series Actuator
8
5 Safety Warnings
THIS MANUAL COVERS GENERAL INSTRUCTIONS AND DOES NOT CLAIM TO ADDRESS ALL SAFETY FACTORS
ASSOCIATED WITH ATI PRODUCTS OR THE ACCESSORIES THAT MAY BE MOUNTED TO ATI PRODUCTS.
FOLLOWING THESE INSTRUCTIONS AND GUIDELINES WILL HELP IN PREVENTING PERSONAL INJURY, PROPERTY
DAMAGE, AND DAMAGE TO THE PRODUCT.
ACTUATORS AND VALVES COME INTO CONTACT WITH CAUSTIC GASES AND FLUIDS IN MANY APPLICATIONS. AS A
RESULT, ALL TOXIC OR FLAMMABLE FUMES MUST BE VENTED AND LIQUIDS MOVED TO A SAFE LOCATION TO
ENSURE SAFETY.
FOR GENERAL SAFETY REQUIREMENTS AND RISK ASSESSMENTS OF HYDRAULIC POWER SYSTEMS, REFER TO
BS EN 982, ISO 4413, AND ISO 12100.
5.1 Personnel Requirements
DO NOT INSTALL, OPERATE, OR MAINTAIN AN ATI PRODUCT UNLESS TRAINED AND QUALIFIED IN PRODUCT AND
ACCESSORY INSTALLATION, OPERATION AND MAINTENANCE.
PROPER INSTALLATION OF THE PRODUCT IS CRITICAL TO PERFORMANCE AND SAFETY. DUE TO THE MANY
VARIATIONS OF ACTUATORS, VALVES, AND RELATED CONTROLS, THE GENERAL INSTRUCTIONS IN THIS MANUAL
MAY NOT ADDRESS SPECIFIC ISSUES AT A PARTICULAR INSTALLATION. EACH TECHNICIAN FOLLOWING THESE
INSTRUCTIONS MUST BE COMPETENT, TRAINED, AND HAVE A WORKING KNOWLEDGE OF VALVES, VALVE
ACTUATORS, ACTUATOR CONTROLS, AND THE SPECIFIC APPLICATION FOR THE INTENDED PRODUCT(S).
IT IS THE RESPONSIBILITY OF THE USER TO ENSURE PROPER SAFETY. ALWAYS TAKE NECESSARY PRECAUTIONS
AND UTILIZE PROPER PERSONAL PROTECTIVE EQUIPMENT (PPE) WHEN DEALING WITH COMPRESSED GAS,
PRESSURIZED HYDRAULIC FLUID, PINCH POINTS, AND ELECTRICITY. IT IS THE USER’S RESPONSIBILITY TO UTILIZE
APPROPRIATE PROTECTION AGAINST HEARING DAMAGE WHEN WORKING NEAR THE ACTUATOR AND
CONTROLS.

IOM1030 ATI Scotch Yoke M-Series Actuator
9
Figure 2. Lifting Points, Double Acting
5.2 Potential Hazards
The Product has been designed in accordance with best practices for operational reliability, but as an industrial
machine, it bears the risk of hazards if handled or operated improperly. Only trained, qualified personnel should
work on or near the Product.
Some potential risks from installation include rigging & lifting. Risks during maintenance and operations include
stored energy hazards, pinch points, overpressure conditions, and ignition hazards.
Rigging & Lifting
The user must ensure that the package weight including this Product does not exceed the rated limit of
crane/hoist/lifting hardware. For cases where this limit is exceeded, the actuator and valve or other equipment
must be rigged and lifted separately.
Before rigging, ensure the crane/hoist/rigging hardware lifting capacity can safely accommodate the desired load.
Dropping the Product and any attached accessories or the attached valve may cause personal injury and/or
equipment damage. For all mounting procedures, use adequately rated chain(s) & sling(s) with an adequately
rated hoist or crane to lift and maneuver the Product. Use caution during lifting and handling to prevent
uncontrolled movement or sudden shock loads. The brackets on the body and eye bolt on the spring cartridge
provide adequate support for lifting if used properly.
Figure 1. Lifting Points, Spring Return
Ignition Hazard in Hazardous Areas
The Product may be designed for Class I Division 1, Class I Zone 1, or Zone 1. DO NOT OPEN ELECTRICAL
ENCLOSURES WHEN HAZARDOUS FLAMMABLE GAS IS PRESENT AS THIS MAY CAUSE AN EXPLOSION. EVEN WITH
ELECTRICAL COMPONENTS DEENERGIZED, CAPACITORS IN THE ELECTRICAL COMPONENTS WILL STILL HAVE
STORED ENERGY.

IOM1030 ATI Scotch Yoke M-Series Actuator
10
6 Handling and Storage
6.1 Receiving the Product
Proper care and precautions should be taken when unloading and handling the Scotch Yoke System, especially
when rigging and lifting.
6.2 Storage and Preservation
ATI Products leave the factory in excellent working condition and with an excellent finish. These conditions are
documented by individual inspection certificate. To maintain these characteristics until the Product is installed, it is
necessary to take appropriate measures during the storage period.

IOM1030 ATI Scotch Yoke M-Series Actuator
11
7 Installation Instructions
7.1 Scotch Yoke/Quarter-Turn Actuators
The actuator can be assembled onto the valve flange either by using the actuator housing flange with
threaded holes or by an adapter flange / spool piece. The actuator yoke drive is generally connected to the
valve stem by a coupling/stem extension or the valve stem is directly inserted into the yoke drive. The
assembly position of the actuator, with reference to the valve, must comply with the plant requirements
(cylinder axis parallel or perpendicular to the pipeline axis).
To assemble the actuator onto the valve, proceed as follows:
1. Check that the coupling dimensions of the valve flange and stem, or of the relevant extension,
meet the actuator coupling dimensions.
2. Lubricate the valve stem with oil or grease in order to make the assembly easier. Be careful not to
pour any oil or grease onto the flange.
3. Clean the valve flange and remove anything that might prevent a perfect adherence to the actuator
flange.
NOTE: Be sure there are no traces of grease, since the torque is transmitted by friction.
4. If a coupling or stem extension for the connection to the valve stem was supplied separately,
assemble it onto the valve stem.
5. Bring the actuator to the “fail” position for a spring return configuration, either 90 degrees open or
90 degrees closed. For a DA configuration bring actuator to position to match valve position.
6. Connect a sling to the support points of the actuator and lift it. Make sure the sling is suitable for
the actuator weight. When possible, it is easier to assemble the actuator to the valve if the valve
stem is in the vertical position. In this case, the actuator must be lifted while keeping the flange in
the horizontal position.
7. Clean the actuator flange and remove anything that might prevent a perfect adherence to the valve
flange.
8. Lower the actuator onto the valve in such a way that the valve stem or coupling is inserted into
actuator yoke drive. This coupling must take place without force, using only the weight of the
actuator. Once the valve stem has entered the actuator drive sleeve, check the holes of the valve
flange. If they do not meet with the holes of the actuator flange or the stud bolts screwed into
them, the actuator drive sleeve must be rotated.
9. Tighten the nuts of the connecting stud bolts evenly with the appropriate torque. ATI recommends
load-bearing fasteners per ASTM A-449, SAE Grade 5 or better.
10. If possible, operate the actuator to check that it moves the valve smoothly.
7.2 Setting the Stroke Length
It is important that the mechanical stops of the actuator (and not those of the valve) stop the angular stroke
at both ends of travel (fully open and fully closed), except when this is required by the valve operation (e.g.
metal seated butterfly valves).
The setting of the open valve and close valve position is performed by adjusting the travel stop screws in
the actuator housing.
Proceed as follows:
1. Loosen the lock nut.
2. If the actuator angular stroke stops before reaching the end
position (fully open or closed), turn the stop screw
counterclockwise until the valve reaches the correct position.
3. Tighten the lock nut and replace travel stop cover.
4. If the actuator angular stroke travels beyond the end position (fully
open or closed), rotate the yoke via power module and turn the
stop screw clockwise until the valve reaches the correct position.
5. Tighten the lock nut.
Figure 3. Stop Bolt Locations

IOM1030 ATI Scotch Yoke M-Series Actuator
12
8 Preparation for Start-up
Remove the unit from the shipping package and mount on the valve following the steps outlined in section 7.1.
Properly secure the actuator to the valve using the provided studs and nuts.
8.1 Hydraulic Oil Use
Ensure the hydraulic fluid meets the specification listed previously. If the wrong oil is used, seals or internal
surfaces of the actuator or pump can be damaged, resulting in system leaks and loss of function.
Hydraulic cylinders may stroke erratically due to entrapped air. Cylinders must be stroked several times to purge
this air from all internal cavities. Before attempting air purge, ensure the system is not pressurized. During the air
purge operation, direct any air bleed in a safe direction.
8.2 Hydraulic & Pneumatic Connections
Connect the actuator to the pneumatic or hydraulic feed line with fittings and pipes in accordance to the plant
specifications. They must be sized correctly in order to guarantee the necessary flow for the operation of the
actuator, with pressure drops not exceeding the maximum allowable value. The shape of the connecting piping
must not cause excessive stress to the inlets of the actuator. The piping must be suitably fastened so as not to
cause excessive stress or loosening of threaded connections, if the system undergoes strong vibrations.
Every precaution must be taken to ensure that any solid or liquid contaminants which may be present in the
pipework to the actuator are removed to avoid possible damages to the unit or loss of performance.
The inside of the pipes used for the connections must be will cleaned before use: wash them with suitable
substances and blow through them with air or nitrogen. The ends of the tubes must be deburred and cleaned.
Once the connections are completed, operate the actuator and check that it functions correctly, that the operation
times meet the plant requirements and that there are no leakages in the pneumatic or hydraulic connections.
8.3 Limit Switch Instructions
If ATI supplied a limit switch for the system, follow these steps when setting the end-of-travel (OPEN/CLOSE) limit
switches on the limit switch.
1. Set close limit on the limit switch.
2. Allow actuator to fully close and adjust the switch accordingly.
3. Verify connections show a continuity change when limit is reached and actuator is fully closed.
4. Set open limit on the limit switch.
5. Allow actuator to fully open and adjust the switch accordingly.
6. Verify connections show a continuity change when limit is reached and actuator is fully opened.
7. Check during operation a signal is being received from the limit switch for both full open and full close.
8.4 Start-up
Prior to start-up in a hazardous area, ensure that the Product and all accessories are certified for the risk of ignition
hazard at the site.
During start-up, ensure that all accessories are properly connected and calibrated for use, as follows and if
applicable:
1. Connect power and control/signal wiring to the proper terminals according to the wiring drawing.
2. Check that the actuator controls work properly (local control and emergency controls).
3. Check that the setting of the actuator control unit components/flow control valves meet site
requirements for speed of operation.
4. Check that the pressure and quality of the fluid supply (contamination threshold and dehydration) are as
prescribed.

IOM1030 ATI Scotch Yoke M-Series Actuator
13
5. For hydraulic operation, prime system by stroking the actuator 5 cycles (ensure stroking is slow when
using steady fluid supply to prime the system while air is in the hydraulic actuator). Regulate the flow
rate as necessary using flow control valves.
6. Check that there are no leaks in hydraulic or pneumatic connections. After hydraulic oil heats to its
working temperature, check that all joints and connections are tight.
7. In accordance with the applicable protective coating specification(s), repair any protective coating that
has been damaged during transport, storage, or assembly.
9 Maintenance & Operation
For assistance when troubleshooting the Scotch Yoke System, contact your nearest ATI representative.
Safety Reminder
IMPORTANT: BEFORE CARRYING OUT ANY MAINTENANCE OPERATION, IT IS NECESSARY TO ISOLATE FEED LINES
AND EXHAUST ALL PRESSURE FROM THE ACTUATOR AND ALL CONTROL MANIFOLDS AND VESSELS. ENSURE THAT
ANY ELECTRICAL CONNECTIONS TO ACTUATOR CONTROLS ARE DE-ENERGIZED. IF PRODUCT OPERATION IS
REQUIRED FOR TROUBLESHOOTING OR PARTIAL STROKE TESTING, THE MAINTENANCE PERSONNEL MUST
ENSURE THAT ELECTRICAL AND PRESSURE CONNECTIONS ARE IN A CONTROLLED STATE (LOCKOUT/TAGOUT) FOR
SAFE OPERATION.
DO NOT OPEN ANY ELECTRICAL ENCLOSURE WHEN HAZARDOUS FLAMMABLE GAS IS PRESENT AS THIS MAY
CAUSE AN EXPLOSION. EVEN WITH ELECTRICAL COMPONENTS DEENERGIZED, CAPACITORS IN THE ELECTRICAL
COMPONENTS WILL STILL HAVE STORED ENERGY.
9.1 Routine Maintenance
The Scotch Yoke Modular System is suitable to work for long periods with minimal maintenance. As with any
mechanical or electrical equipment, the service interval is determined by stroke frequency, environmental
conditions, and other conditions of use. The customary service interval for routine maintenance is one (1) year.
It is advisable to periodically check the actuator as follows and if applicable:
1. Check that the actuator operates the valve correctly and with the required operating times. If the actuator
operation is infrequent, carry out a few opening-and-closing operations with all existing controls (remote
control, local control, emergency controls, etc.), if site conditions allow.
2. Check that the signals to the remote-control device are correct.
3. Check that the supply pressure value is within the required range.
4. Oil should be sampled periodically to check for cleanliness and water content. Refer to Section 4.4.6 for
recommended contamination thresholds. Any filters in the control circuit should be cleaned or replaced
regularly. Filters of a sintered cartridge style should be washed with nitrate solvent and purged with
pressurized air. Filters made of cellulose must be replaced when clogged.
5. If applicable, check the reservoir is 95% full periodically, oil may evaporate from the reservoir.
6. Check that internal components of Body module are well lubricated with ATI Grease or approved alternative.
7. Check that the external components of the actuator are in good conditions. Tighten any loose connections.
8. Check that there are no leaks in the hydraulic or pneumatic connections.
9. In accordance with the applicable protective coating specification(s), repair any protective coating that has
been damaged.

IOM1030 ATI Scotch Yoke M-Series Actuator
14
9.2 Double Acting Disassembly
The Following are steps to be taken to disassemble a Double Acting Scotch Yoke actuator:
1. Adjust stops counter-clockwise to remove any forces inside SY body.
2. Remove nuts and stud’s underneath actuator.
3. Remove actuator from valve.
4. Remove nuts holding side cover plate.
5. Remove side cover plate.
6. Remove top cover plate.
7. Slide guide bar out of left guide bar port.
8. Unscrew power cylinder mounting bolts.
9. Rotate cylinder to remove piston rod threaded end from guide block.
10. Remove cylinder assembly from SY body.
11. Remove assembled yoke and guide block.
12. Remove guide block pin retaining rings and guide block pin.
9.3 Spring Return Disassembly
The Following are steps to be taken to disassemble a Spring Return Scotch Yoke actuator:
1. Screw stop bolt clockwise until it hits the yoke in the spring-extend position.
2. If conditions allow, supply pressure to power cylinder to slightly rotate yoke and screw in stop bolt one
full turn clockwise.
3. Remove nuts and stud’s underneath actuator.
4. Remove actuator from valve
5. Rotate stop bolt counter-clockwise until yoke is fully rotated.
6. Remove top cover plate.
7. Unscrew spring cartridge mounting bolts
8. Lift and remove spring cartridge and push rod.
9. Remove guide bar
10. Unscrew cylinder mounting bolts.
11. Rotate cylinder to remove piston rod threaded end from guide block.
12. Remove cylinder from SY body.
13. Remove assembled yoke and guide block
14. Remove guide block pin retaining rings and guide block pin.
9.4 Seal Replacement
For this section, refer to the drawing in Appendix C.
Prior to reassembling, check that the actuator components are in good condition and clean. Lubricate all
the surfaces of the parts that move in contact with other components with hydraulic oil for hydraulic
cylinder and ATI grease for pneumatic cylinder. If an O-ring or seal must be replaced, remove the existing
one from its groove, clean the groove carefully and lubricate it with a protective oil. Assemble the new seal
into its groove and lubricate it with a protective oil.
To Replace the O-rings/ seals of the Outside end cap and inside end cap
1. Remove both inside cap and outside cap by loosening tie rods.
2. Remove the existing seals from both end caps.
3. Clean the groove carefully and lubricate it with a protective oil or grease.
4. Assemble the new end cap seal into the end cap groove.

IOM1030 ATI Scotch Yoke M-Series Actuator
15
To replace piston rod seal ring and the wiper ring proceed as follows:
1. Remove inside end cap from piston rod by loosening and removing tie rods.
2. Remove the existing rod seal ring and the wiper ring from their groove.
3. Clean the groove carefully and lubricate it with a protective oil.
4. Assemble the new rod seal ring into the correct end cap groove.
5. Assemble the rod wiper ring into the inside the inside end cap.
6. Assemble the end cap onto the cylinder and tie rods.
To replace the piston seal ring proceed as follows:
1. Remove outside end cap and cylinder to gain access to piston.
2. Remove the existing piston seal ring from the groove.
3. Clean the groove carefully and lubricate it with a protective oil.
4. Assemble the new seal ring by introducing one side of it into the groove and then enlarge it with your
fingers so as to introduce it into the groove: take care to enlarge it uniformly without any tools which
could possibly damage it.
5. Lubricate seal with a protective oil.
9.5 Double Acting Reassembly
To reassemble Scotch Yoke actuator simply perform the disassembly steps in reverse order.
REMINDER:
IMPORTANT: After maintenance operations, carry out a few actuator operations to confirm that the
movement is regular and that there is no oil leakage through the seals.
1. Clean and lubricate the piston rod surface, taking care not to damage the seal rings.
2. Carefully clean the inside of the cylinder and check that the entire surface is not damaged. Lubricate,
with protective oil or grease, the cylinder inside surface.Slide the cylinder onto the piston taking care
not to damage the seal ring.
3. Assemble the end caps onto the cylinder and secure with tie rods fastened with the recommended
torque.
4. Place sliding blocks along the yoke grooves.
5. Secure guide block between the sliding blocks and yoke arms by inserting guide pin through the blocks
and securing with snap rings on both ends of the guide pin.
6. Place yoke into the yoke bushing.
7. Carefully clean the threaded end of the piston rod and the threaded hole of the guide block. Spread
some sealant LOCTITE®, or equivalent, on the rod threaded end.
8. Thread piston rod into the guide block by rotating the cylinder while pressing guide block against rod.
9. Secure cylinder to housing by tightening cylinder mounting bolts to the recommended torque.
10. Slide guide bar through the guide bar opening on the side of the body module and insert through the
guide block.
11. Apply RTV to the side cover plate and mount to the housing with mounting bolts.
12. Restore a generous coating of grease on the contact surfaces of the yoke, on the yoke grooves, on the
sliding blocks, on guide bar.
13. Apply RTV to the body where the top cover plate contacts the body.
14. Assemble the cover onto the body. Tighten the screws to the recommended torque. Take care to not cut
the yoke bushing O-ring.

IOM1030 ATI Scotch Yoke M-Series Actuator
16
9.6 Spring Return Reassembly
To reassemble Scotch Yoke actuator simply perform the disassembly steps in reverse order.
REMINDER:
IMPORTANT: After maintenance operations, carry out a few actuator operations to confirm that the
movement is regular and that there is no oil leakage through the seals.
1. Clean and lubricate the piston rod surface, taking care not to damage the seal rings.
2. Carefully clean the inside of the cylinder and check that the entire surface is not damaged. Lubricate,
with protective oil, the cylinder inside surface. Slide the cylinder onto the piston taking care not to
damage the seal ring.
3. Assemble the end caps onto the cylinder and secure with tie rods fastened with the recommended
torque.
4. Place sliding blocks along the yoke grooves.
5. Secure guide block between the sliding blocks and yoke arms by inserting guide pin through the blocks
and securing with snap rings on both ends of the guide pin.
6. Place yoke into the yoke bushing.
7. Carefully clean the threaded end of the piston rod and the threaded hole of the guide block. Spread
some sealant LOCTITE®, or equivalent, on the rod threaded end.
8. Thread piston rod into the guide block by rotating the cylinder.
9. Secure cylinder to housing by tightening cylinder mounting bolts to the recommended torque.
10. Slide guide bar through the guide bar opening on the side of the body module and insert through the
guide block.
11. Assemble the spring cartridge to the housing and tighten the cartridge mounting bolts. Be sure that the
spring push rod end inserts into the guide block.
12. Restore a generous coating of grease on the contact surfaces of the yoke, on the yoke grooves, on the
sliding blocks, on guide bar.
13. Apply RTV to the body where the top cover plate contacts the body.
14. Assemble the cover onto the body. Tighten the screws to the recommended torque. Take care to not cut
the yoke bushing O-ring.
9.7 Double-Acting Operation
The scotch yoke system is capable of both pneumatic and hydraulic operation depending on the power module
type.
For the double acting configuration, the module-less side will have a
cover bolted to the same mounting position a spring or power cylinder
would have mounted.
The double acting actuator will use two ports; one port on the inside
end cap and one port on the outside end cap. Pressurizing the OEC
port will rotate the yoke/valve stem counter-clockwise. Pressurizing
the IEC port will rotate the yoke/valve stem clockwise.
Consult with your nearest ATI Representative for actuator-specific
torque capabilities and specifications.
Figure 4. Scotch Yoke DA Model

IOM1030 ATI Scotch Yoke M-Series Actuator
17
9.8 Spring Return Operation
The SYM body module is capable of accepting both power modules
and spring cartridges on either side of the yoke.
For a spring fail-close system (Figure 2), to move the valve/yoke to
the open position (CCW) pressure must be supplied to the outside
end cap (OEC) port.
Upon loss of pressure in the power cylinder the spring force will
overcome the cylinder force and rotate the yoke clockwise.
Flow regulators and modular control systems may be used to
regulate the speed of rotation and position of the yoke/valve.
9.9 Lubricating Mechanism
For normal duty, a hydraulic actuator is self-lubricated for the life of the Product in the hydraulic cylinder while the
pneumatic cylinder is lubricated with ATI grease.
Oil in a hydraulic system performs multiple functions of lubrication, power transmission and corrosion protection.
The oil is a vital factor for long-term reliability of the actuator and all system components. Hydraulic fluid should be
inspected regularly to ensure that water and other contaminants are properly filtered and to ensure that air
remains purged.
Pneumatic power cylinders are lubricated with ATI Grease during assembly and must be re-lubricated during
cylinder maintenance and seal replacement.
Scotch Yoke Internal components are lubricated with ATI Grease during assembly and must be re-lubricated during
maintenance.
The following oils are used by ATI for standard working temperature and are suitable for use with the Product:
MANUFACTURER
EXXONMOBIL
CHEVRON
SMITTY'S
T
YPE
H
UMBLE
H
YDRAULIC
H32
AW32
S
UPER
S
R&O
32
COLOR
AMBER
YELLOW
AMBER
V
ISCOSITY AT
40°C
31
C
S
T
30.4
C
S
T
30-42
C
S
T
FLASH POINT
206°C /403°F
220°C /428°F
200°C /390°F
POUR POINT
-18°C /0°F
-25°C /-13°F
-23°C /-10°F
The following oils are used by ATI for cold temperatures and are recommended for use with the Product:
M
ANUFACTURER
C
HEVRON
P
HILLIPS
66
TYPE
HYDRAULIC OIL 5606A
ARCTIC LOW POUR
COLOR
RED
YELLOW
VISCOSITY AT 40°C
15 CST
15 CST
FLASH POINT
82°C /180°F
103°C /217°F
POUR POINT
-63°C /-81°F
-60°C /-76°F
Use of other hydraulic fluids may be suitable if proven compatible with seal specification in the actuator. Consult
ATI with questions on alternatives.
The use of nitrogen atmospheres is optional. If operating oils of a vegetable-base or other bio-based fluid, the
system with a nitrogen purge will limit the oxidizing effects of air, and extend the life of the hydraulic fluid and the
corrosion protection of the hydraulic fluid system.
Figure 5. Scotch Yoke SR Model

IOM1030 ATI Scotch Yoke M-Series Actuator
18
9.10 Parts Ordering
Every ATI actuator is assigned a unique serial number prior to shipment. In correspondence with ATI or your local
ATI Representative, include the serial number from the ATI Scotch Yoke System nameplate. If documentation
from the original order is available, include the ATI part number from the ATI Order Acknowledgement or ATI
Shipping Documents.
Warning: To ensure compliance to certification requirements, use only genuine ATI replacement parts. Rebuilding
an ATI Product with components that are not supplied by ATI may void the Product warranty, void the Product
Certification, adversely affect Product performance, and/or cause personal injury and property damage.

IOM1030 ATI Scotch Yoke M-Series Actuator
19
10 Disposal
At the end of its functional life, users may carry out recycling or disposal of the Product and its accessories using
these instructions as a guide.
1. Any disposal or recycling must be performed according to site requirements and local regulatory
requirements.
2. It is the user’s responsibility to ensure Product is safely depressurized and that cleaning and disposal of any
fluids is performed in accordance to local regulations. In some applications, the Product may have been in
contact with caustic gases and fluids, which must be cleaned prior to Product disposal.
3. Product may be dismantled for part sorting. Read and follow the appropriate Product and accessory
manual(s) before dismantling. Observe all warning instructions marked on the Product(s) and in the
manual(s).
4. Sort dismantled parts according to their material. A majority of the material in the Product, more than 98% by
weight, can be recycled. Forward sorted parts according to local practice for recycling or disposal.
Materials of construction may be noted in order documentation. If a list of materials is not available, the
metal components may be sorted by using a magnet to inspect for ferrous content, as follows:
•Carbon steel may be recycled: Majority of material is carbon steel, ~90% by weight. Carbon steels
are ferrous and will hold a magnet.
•Stainless steel may be recycled. Some minor materials – fittings and small fasteners – are stainless
steel, typically 300 series, which will not hold a magnet.
•Bronze may be recycled.
•Aluminum may be recycled: Some special Product constructions many optional accessories
contain aluminum components, less dense and lighter in weight than stainless steels, also non-
magnetic.
•Plastic may be sorted for recycling or discarded with mixed waste: Optional accessory covers and
some position indicators are made of plastic.
•Electronics must be disposed according to local regulation. Position switches may include solder or
transistor components that can be harmful if allowed to decompose and leach into the
environment. Recycling and disposal of electronics must be done according to applicable
regulations.
•Soft parts—elastomeric seals and engineered (PTFE) seals throughout the assembly—are not
recyclable. Soft goods that have been cleaned of caustic fluids may be discarded with mixed
waste.
If local requirements disallow sorting for recycling or other disposal, contact ATI about returning Product to
the manufacturer for recycling. ATI will only accept devices that have been cleaned of any caustic fluids, and a
fee will be charged for labor and handling of the Product.

IOM1030 ATI Scotch Yoke M-Series Actuator
20
11 Terms and Conditions/Warranty
Except as otherwise expressly agreed to in writing by an authorized representative of Automation Technology, LLC. (hereinafter “ATI”),
the following terms and conditions (these “Terms and Conditions”) shall apply to all offers for the purchase or sale of products
manufactured or supplied by ATI under brand names including, but not limited to “ATI”, “Gevalco”, etc.
A. CONDITIONAL ACCEPTANCE; REJECTION OF PURCHASER TERMS – All orders and acknowledgements of Purchaser shall constitute
only consent to these Terms and Conditions and a representation that Purchaser is solvent. All quotations and offers of sale by ATI are
expressly limited to these Terms and Conditions and are subject to written acceptance by ATI. Any such acceptance by ATI is expressly
conditioned upon assent of Purchaser to these Terms and Conditions, and ATI hereby expressly objects to and rejects as material
alterations to these Terms and Conditions any terms or conditions of Purchaser, whether contained in Purchaser’s order,
acknowledgement or otherwise, that are different from or in addition to these Terms and Conditions.
B. PRICES - ATI quotations are valid for thirty (30) days from date of issuance, unless otherwise stated by ATI in writing, and are subject to
withdrawal or change at any time prior to acceptance by ATI. Prices are ex works, in United States Dollars, and firm for thirty (30)) days
from date of ATI’s written acceptance of Purchaser’s order and an unconditional authorization for the immediate manufacture based on
customer supplied information. If for any reason authorization does not commence within such thirty (30) days, prices in effect at the
time of release for manufacture will apply, unless otherwise stated in writing. All sales, use, excise, value-added, import, export and other
taxes, duties, customs and the like (collectively “Taxes”) are the responsibility of Purchaser and will be added to the price to the extent
that ATI pays on Purchaser’s behalf or is required by law to pay in connection with the sale. ATI reserves the right to invoice and be paid
for any Tax at the time of shipment or any time thereafter. All orders are subject to laws and regulations that are in effect and that
become effective prior to delivery. Typographical or clerical errors in quotations, orders and acknowledgements are subject to
correction by ATI. Prices do not include installation or any other service, unless so stated expressly in the quotation or ATI’s order
acknowledgement. Prices include one (1) copy of any applicable manuals. Any additional manuals or other printed materials requested
by Purchaser are subject to additional cost, to be quoted at or near the time that such materials are requested by Purchaser.
C. PAYMENT - Payment from Purchaser is due within thirty (30) days from date of first invoice, unless otherwise stated on ATI's
quotation or order acknowledgement. For international orders, ATI reserves the right to require, before commencing filling the order,
security in the form of a letter of credit or the like, in a form and from a bank or guarantor acceptable to ATI. Subject to any applicable
usury law that would void or render invalid or unenforceable this sentence, in which case the specified rate will be deemed to be
reduced to the maximum allowed by law, simple interest at the rate of 1.5 percent per month will apply to balances unpaid within 30
days from date of first invoice. ATI will invoice upon making available for shipment. ATI reserves the right to payment and Purchaser will
be responsible for any cost associated with storage of products or delay in making products available for pickup that occurs at the
request of Purchaser.
D. FORCE MAJEURE – In no event shall ATI be liable for non-delivery or delay in delivery, or for failure or delay in the performance of any
obligation contained herein, that arises directly or indirectly from acts of God, unforeseeable circumstances, acts (including delays or
failure to act) of any governmental authority (de jure or de facto), war (declared or undeclared), terrorism, riot, revolution, priorities,
fires, floods, weather, strikes, labor disputes, sabotage, epidemics, factory shutdowns or alterations, embargoes, delays or shortages in
transportation, delay in obtaining or procuring or inability to obtain or procure labor, materials or manufacturing facilities, delay in
obtaining or inability to obtain timely instructions or information from the Purchaser, or any other cause or circumstance of any other
kind beyond ATI’s reasonable control. The foregoing provision shall apply even though such causes or circumstances may occur after
ATI’s performance has been delayed for other causes or circumstances.
E. SHIPPING – (a) Products are sold ex works. Risk of loss is the responsibility of and title transfers to Purchaser once products are made
available at Seller’s facility for pickup by Purchaser or its carrier.
(b) Acknowledged ship dates represent the estimated date of availability for pickup, rather than actual shipment or delivery at
destination for which Purchaser is responsible. All indicated shipping dates are estimates, based on prompt receipt of all necessary
information from Buyer necessary to process the order. ATI will use its best reasonable efforts to make products available for pickup by
such dates, but there is no guarantee to do so. Indicated time periods for pickup availability are estimated from the latest to occur of: 1)
ATI’s acceptance of Purchaser’s order, 2) ATI’s receipt of valve dimensional information, if applicable, 3) ATI’s receipt of Purchaser
supplied components required to manufacture or supply the products, if applicable, or 4) ATI’s receipt of drawings approved by
Purchaser. Products ordered on an “in stock” basis are subject to prior sale to other customers. Acknowledged ship dates are subject to
changes caused by additions to or modification of the original order agreed to by both Purchaser and ATI.
(c) Under no circumstances shall ATI have any liability whatsoever for loss of use or for any indirect or consequential damages as a result
of delayed delivery.
(d) Purchaser is responsible for payment of carrier and all other shipping costs and for making all arrangements necessary for pickup,
transport, export, import and delivery to Purchaser’s destination. Without prejudice to any ex works rights of ATI and obligations of
Purchaser, Purchaser consents in advance to ATI shipping collect any products that Purchaser fails to pick up, and Purchaser will remain
responsible for all associated pickup, transport, export, import and delivery costs, including any unknown to ATI or Purchaser at the time
of shipment.
F. DESIGN - Due to continuous product development, ATI reserves the right to modify designs, materials and specifications without prior
notice.