AUMA SAEx 07.2 User manual

Control
Parallel
Profibus DP
Profinet
Modbus RTU
Modbus TCP/IP
Foundation Fieldbus
→HART
Multi-turn actuators
SAEx 07.2 –SAEx 16.2
SAREx 07.2 –SAREx 16.2
Control unit: electronic (MWG)
with actuator controls
ACExC 01.2 Non-Intrusive
Assembly and commissioningOperation instructions

Read operation instructions first.
●Observe safety instructions.
●These operation instructions are part of the product.
●Store operation instructions during product life.
●Pass on instructions to any subsequent user or owner of the product.
Target group:
This document contains information for assembly, commissioning and maintenance staff.
Reference documents:
●Manual (Operation and setting ) of actuator controls ACExC 01.2 HART
●Manual (Fieldbus device integration) of actuator controls ACExC 01.2 HART
Reference documents are available on the Internet at: http://www.auma.com.
Table of contents Page
51. Safety instructions................................................................................................................. 51.1. Prerequisites for the safe handling of the product 61.2. Range of application 71.3. Warnings and notes 71.4. References and symbols
82. Short description...................................................................................................................
103. Name plate..............................................................................................................................
144. Transport and storage........................................................................................................... 144.1. Transport 164.2. Storage
175. Assembly................................................................................................................................ 175.1. Mounting position 175.2. Handwheel fitting 175.3. Mount actuator to valve 185.3.1. Overview of output drive types 185.3.2. Output drive type A 195.3.2.1. Multi-turn actuator with output drive type A:mount 215.3.2.2. Stem nut for output drive type A: finish machining 225.3.3. Output drive types B/C/D and E 235.3.3.1. Multi-turn actuator with output drive type B:mount 245.4. Accessories for assembly 245.4.1. Stem protection tube for rising valve stem 255.5. Mounting positions of local controls 255.5.1. Mounting positions: modify
266. Electrical connection............................................................................................................. 266.1. Basic information 286.2. Overview of AUMA electrical connections 296.3. KT/KM electrical connection 306.3.1. Terminal compartment: open 316.3.2. Cable connection 346.3.3. Terminal compartment: close
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SAEx 07.2 –SAEx 16.2/SAREx 07.2 –SAREx 16.2 Control unit: electronic (MWG)
Table of contents ACExC 01.2 Non-Intrusive HART

356.4. KP/KPH electrical connection 366.4.1. Terminal compartment: open 376.4.2. Cable connection 386.4.3. Terminal compartment: close 396.5. KES electrical connection 406.5.1. Terminal compartment: open 416.5.2. Cable connection 426.5.3. Terminal compartment: close 426.6. External earth connection 436.7. Accessories for electrical connection 436.7.1. Actuator controls on wall bracket 446.7.2. Parking frame
457. Operation................................................................................................................................ 457.1. Manual operation 457.1.1. Manual valve operation 467.2. Motor operation 467.2.1. Operating the actuator from local controls 477.2.2. Actuator operation from remote 477.3. Menu navigation via push buttons (for settings and indications) 487.3.1. Menu layout and navigation 497.4. User level, password 507.4.1. Password entry 507.4.2. Password change 517.4.3. Timeout for incorrect password entry 517.5. Language in the display 517.5.1. Language change
538. Indications.............................................................................................................................. 538.1. Indications during commissioning 538.2. Indications in the display 548.2.1. Feedback signals from actuator and valve 568.2.2. Status indications according to AUMA classification 578.2.3. Status indications according to NAMUR recommendation 598.3. Indication lights of local controls 608.4. Optional indications 608.4.1. Mechanical position indication (self-adjusting) 608.4.2. Mechanical position indication via indicator mark (not self-adjusting)
619. Signals (output signals)......................................................................................................... 619.1. Signals via HART 619.2. Status signals via output contacts (digital outputs) 619.2.1. Assignment of outputs 619.2.2. Coding the outputs 619.3. Analogue signals (analogue outputs)
6210. Commissioning (basic settings)........................................................................................... 6210.1. Type of seating: set 6310.2. Torque switching: set 6510.3. Limit switching: set 6710.4. HART address (slave address): set 6710.5. Test run 6810.5.1. Direction of rotation at mechanical position indicator: check
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SAEx 07.2 –SAEx 16.2/SAREx 07.2 –SAREx 16.2 Control unit: electronic (MWG)
ACExC 01.2 Non-Intrusive HART Table of contents

6910.5.2. Direction of rotation at hollow shaft/stem: check 6910.5.3. Limit switching: check
7111. Commissioning (settings/options in the actuator)............................................................. 7111.1. Switch compartment: open/close 7211.2. Mechanical position indicator (self-adjusting) 7211.2.1. Mechanical position indicator: set 7311.2.2. Gear stage of the reduction gearing: test/set 7411.3. Mechanical position indication via indicator mark (not self-adjusting) 7411.3.1. Mechanical position indicator: set 7511.3.2. Gear stage of the reduction gearing: test/set
7812. Corrective action.................................................................................................................... 7812.1. Faults during commissioning 7812.2. Fault indications and warning indications 8212.3. Fuses 8212.3.1. Fuses within the actuator controls 8312.3.2. Fuse replacement 8312.3.2.1. Replace fuses F1/F2 8312.3.2.2. Test/replace fuses F3/F4 8412.3.3. Motor protection (thermal monitoring)
8513. Servicing and maintenance................................................................................................... 8513.1. Preventive measures for servicing and safe operation 8613.2. Disconnection from the mains 8613.2.1. Disconnection from the mains with KT/KM electrical connection 8713.2.2. Disconnection from the mains with KP/KPH and KES electrical connection 8813.3. Maintenance 8813.4. Disposal and recycling
9014. Technical data......................................................................................................................... 9014.1. Technical data Multi-turn actuators 9214.2. Technical data Actuator controls 9814.3. Tightening torques for screws
9915. Spare parts............................................................................................................................. 9915.1. Multi-turn actuators SAEx 07.2 –SAEx 16.2/SAREx 07.2 –SAREx 16.2 KT/KM 10115.2. Actuator controls ACExC 01.2 KT/KM 10315.3. Actuator controls ACExC 01.2 KP/KPH 10515.4. Actuator controls AUMATIC ACExC 01.2 KES
109Index........................................................................................................................................
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SAEx 07.2 –SAEx 16.2/SAREx 07.2 –SAREx 16.2 Control unit: electronic (MWG)
Table of contents ACExC 01.2 Non-Intrusive HART

1. Safety instructions
1.1. Prerequisites for the safe handling of the product
Standards/directives The end user or the contractor must ensure that all legal requirements, directives,
guidelines, national regulations and recommendations with respect to assembly,
electrical connection, commissioning and operation are met at the place of installation.
They include among others standards and directives such as IEC 60079 “Explosive
atmospheres".
●Part 14: Electrical installations design, selection and erection.
●Part 17: Electrical installations inspection and maintenance.
Safety instructions/
warnings All personnel working with this device must be familiar with the safety and warning
instructions in this manual and observe the instructions given. Safety instructions
and warning signs on the device must be observed to avoid personal injury or property
damage.
Qualification of staff Assembly, electrical connection, commissioning, operation, and maintenance must
be carried out by suitably qualified personnel authorised by the end user or contractor
of the plant only.
Prior to working on this product, the staff must have thoroughly read and understood
these instructions and, furthermore, know and observe officially recognised rules
regarding occupational health and safety.
Work performed in potentially explosive atmospheres is subject to special regulations
which have to be observed.The end user or contractor of the plant is responsible
for respect and control of these regulations, standards, and laws.
Electrostatic charging Highly efficient charge generating processes (processes more efficient than manual
friction) on the device surface must be excluded at any time, since they will lead to
propagating brush discharges and therefore to ignition of a potentially explosive
atmosphere.
This also applies to fireproof coatings or covers available as an option.
Ignition dangers Gearboxes were subjected to an ignition hazard assessment in compliance with the
currently applicable standard according to ISO 80079-36/ -37.Hot surfaces,
mechanically generated sparks as well as static electricity and stray electric currents
were identified and assessed as major potential ignition sources.Protective measures
to prevent the likelihood that ignition sources arise were applied to the gearboxes.
This includes in particular lubrication of the gearbox, the IP protection codes and the
warnings and notes contained in these operation instructions.
Commissioning Prior to commissioning, imperatively check that all settings meet the requirements
of the application. Incorrect settings might present a danger to the application, e.g.
cause damage to the valve or the installation.The manufacturer will not be held
liable for any consequential damage. Such risk lies entirely with the user.
Operation Prerequisites for safe and smooth operation:
●Correct transport, proper storage, mounting and installation, as well as careful
commissioning.
●Only operate the device if it is in perfect condition while observing these instruc-
tions.
●Immediately report any faults and damage and allow for corrective measures.
●Observe recognised rules for occupational health and safety.
●Observe national regulations.
●During operation,thehousingwarms up and surfacetemperatures > 60 °C may
occur.To prevent possible burns, we recommend checking the surface temper-
ature prior to working on the device using an appropriate thermometer and
wearing protective gloves.
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SAEx 07.2 –SAEx 16.2/SAREx 07.2 –SAREx 16.2 Control unit: electronic (MWG)
ACExC 01.2 Non-Intrusive HART Safety instructions

Protective measures The end user or the contractor are responsible for implementing required protective
measures on site, such as enclosures, barriers, or personal protective equipment
for the staff.
Maintenance To ensure safe device operation, the maintenance instructions included in this manual
must be observed.
Any device modification requires prior written consent of the manufacturer.
1.2. Range of application
AUMA multi-turn actuators SAEx 07.2 –SAEx 16.2/SAREx 07.2 –SAREx 16.2 are
designed for the operation of industrial valves, e.g.globe valves, gate valves, butterfly
valves, and ball valves.
The devices described below are approved for use in the potentially explosive
atmospheres of zones 1, 2, 21, and 22.
If temperatures >40 °C are to be expected at the valve flange or the valve stem (e.g.
due to hot media), please consult AUMA.Temperatures > 40 °C are not considered
with regards to the non-electrical explosion protection.
Other applications require explicit (written) confirmation by the manufacturer.
The following applications are not permitted, e.g.:
●Industrial trucks according to EN ISO 3691
●Lifting appliances according to EN 14502
●Passenger lifts according to DIN 15306 and 15309
●Service lifts according to EN 81-1/A1
●Escalators
●Continuous duty
●Buried service
●Continuous underwater use (observe enclosure protection)
●Potentially explosive areas of zones 0 and 20
●Potentially explosive areas of group I (mining)
●Radiation exposed areas in nuclear power plants
No liability can be assumed for inappropriate or unintended use.
Observance of these operation instructions is considered as part of the device's
designated use.
These operation instructions are only valid for the “clockwise closing”standard
version, i.e. driven shaft turns clockwise to close the valve.For “counterclockwise
closing”version, a supplement must be observed in addition to these operation
instructions.
Specific conditions of use
Theparticular conditions of use are listed on the certificates supplied.Among others,
this includes the following conditions:
●Refer to page 5, Electrostatic charging for further references to minimise the
risk of electrostatic charging within a potentially explosive atmosphere.
●For information regarding the dimensions of the flameproof joints, contact the
manufacturer.
●Specialfasteners according to IEC 60079-0tosealflameproofenclosuresmust
have the following strength classes:
-MinimumA*-70for all special fasteners, excludingscrewsfor fixing motors
of VKX type
- Minimum A*-80 for screws for fixing motors of VKX type
●For fixing the screws, please also refer to page 98, Tightening torques for
screws.
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SAEx 07.2 –SAEx 16.2/SAREx 07.2 –SAREx 16.2 Control unit: electronic (MWG)
Safety instructions ACExC 01.2 Non-Intrusive HART

1.3. Warnings and notes
The following warnings draw special attention to safety-relevant procedures in these
operation instructions, each marked by the appropriate signal word (DANGER,
WARNING, CAUTION, NOTICE).
Indicates an imminently hazardous situation with a high level of risk. Failure
to observe this warning results in death or serious injury.
Indicates a potentially hazardous situation with a medium level of risk.Failure
to observe this warning could result in death or serious injury.
Indicates a potentially hazardous situation with a low level of risk. Failure to
observe this warning could result in minor or moderate injury. May also be
used with property damage.
Potentially hazardous situation. Failure to observe this warning could result
in property damage. Is not used for personal injury.
Safety alert symbol warns of a potential personal injury hazard.
The signal word (here: DANGER) indicates the level of hazard.
1.4. References and symbols
The following references and symbols are used in these instructions:
Information The term Information preceding the text indicates important notes and information.
Symbol for CLOSED (valve closed)
Symbol for OPEN (valve open)
Via the menu to parameter
Describes the menu path to the parameter.When using the push buttons of local
controls, the required parameter can be quickly found on the display. Display texts
are shaded in grey: Display.
➥Result of a process step
Describes the result of a preceding process step.
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SAEx 07.2 –SAEx 16.2/SAREx 07.2 –SAREx 16.2 Control unit: electronic (MWG)
ACExC 01.2 Non-Intrusive HART Safety instructions

2. Short description
Multi-turn actuator Definition in compliance with EN 15714-2/EN ISO 5210:
A multi-turn actuator is an actuator which transmits torque to a valve for at least one
full revolution.
AUMA multi-turn actuat-
or Figure 1: AUMA multi-turn actuator SAEx 10.2
[1] Multi-turn actuator with motor and handwheel
[2] Actuator controls
[3] Local controls with display, (a) selector switch and (b) push button
[4] Valve connection, e.g. output drive type A
AUMA multi-turn actuators SAEx 07.2 –SAEx 16.2/SAREx 07.2 –SAREx 16.2 are
driven by an electric motor. A handwheel is available for setting and emergency
operation.
Switching off in end positions may be either by limit or torque seating.
Actuator controls are required to operate or process the actuator signals.
For non-intrusive version (control unit:electromechanical version), limit and torque
setting is made via switches within the actuator.
For non-intrusive version (control unit:electronic version), limit and torque setting is
made via the actuator controls, neither actuator nor the actuator controls housing
have o be opened.For this purpose, the actuator is equipped with an MWG (magnetic
limit and torque transmitter), also capable of supplying analogue torque feedback
signals/torque indication and analogue position feedback signals/position indication
at the actuator controls output.
In combination with output drive type A, the actuator is capable of withstanding thrust.
Actuator controls The actuator controls ACExC 01.2 may be mounted directly to the actuator or
separately on a wall bracket.
The actuator can be operated via the push buttons on the local controls of the actuator
controls or settings can be made in the actuator controls menu.The display shows
information on the actuator as well as the menu settings.
The functions of the actuator controls include standard valve control in OPEN-CLOSE
duty, positioning, process control, logging of operating data, diagnostic functions
right through control via various interfaces (e.g. fieldbus, Ethernet and HART).
App and software
Using the AUMA CDT software forWindows-based computers (notebooks or tablets)
and the AUMA Assistant App, actuator data can be uploaded and read, settings
can be modified and stored.The connection between computer and AUMA actuator
is established wireless via Bluetooth interface.With the AUMA Cloud, we provide
an interactive platform to collect and assess e.g.detailed device data of all actuators
within a plant.
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SAEx 07.2 –SAEx 16.2/SAREx 07.2 –SAREx 16.2 Control unit: electronic (MWG)
Short description ACExC 01.2 Non-Intrusive HART

Figure 2: Communication via Bluetooth
AUMA CDT AUMA CDT is a user-friendly setting and operation program for AUMA actuators.
AUMA CDT software can be downloaded free of charge from our website
www.auma.com.
AUMA Cloud
The AUMA Cloud is the driving element of the digital AUMA world, acting as
interactive platform for efficient maintenance of AUMA actuators at moderate cost.
The AUMA Cloud collects all device data of all actuators within one site and provides
a clear overview at a glance. Detailed analysis provides valuable information on
potential maintenance requirements.Additional functions foster smooth asset
management.
AUMA Assistant App
The AUMA Assistant App enables remote setting and remote diagnostics of AUMA
actuators via Bluetooth using either smartphone or tablet.
The AUMA Assistant App can be downloaded free of charge from the Play Store
(Android) or App Store (iOS).
Figure 3: Link to AUMA Assistant App
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SAEx 07.2 –SAEx 16.2/SAREx 07.2 –SAREx 16.2 Control unit: electronic (MWG)
ACExC 01.2 Non-Intrusive HART Short description

3. Name plate
Figure 4: Arrangement of name plates
[1] Actuator name plate
[2] Actuator controls name plate
[3] Motor name plate
[4] Explosion protection approval plate
[5] Additional plate, e.g. KKS plate (Power Plant Classification System)
Actuator name plate
Figure 5: Actuator name plate (example)
(= manufacturer logo); (= CE mark)
[1] Name of manufacturer
[2] Address of manufacturer
[3] Type designation
[4] Order number
[5] Actuator serial number
[6] Speed
[7] Torque range in direction CLOSE
[8] Torque range in direction OPEN
[9] Type of lubricant
[10] Permissible ambient temperature
[11] Can be assigned as an option upon customer request
[12] Enclosure protection
[13] Data Matrix code
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SAEx 07.2 –SAEx 16.2/SAREx 07.2 –SAREx 16.2 Control unit: electronic (MWG)
Name plate ACExC 01.2 Non-Intrusive HART

Actuator controls name plate
(= manufacturer logo)
[1] Type designation
[2] Order number
[3] Serial number
[4] Actuator terminal plan
[5] Actuator controls terminal plan
[6] Mains voltage
[7] AUMA power class for switchgear
[8] Permissible ambient temperature
[9] Enclosure protection
[10] Control
[11] Data Matrix code
Motor name plate
Figure 6: Motor name plate (example)
(= manufacturer logo); (= CE mark)
[1] Motor type
[2] Motor article number
[3] Serial number
[4] Current type, mains voltage
[5] Rated power
[6] Nominal current
[7] Type of duty
[8] Enclosure protection
[9] Motor protection (temperature protection)
[10] Insulation class
[11] Speed
[12] Power factor cos phi
[13] Mains frequency
[14] Data Matrix code
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SAEx 07.2 –SAEx 16.2/SAREx 07.2 –SAREx 16.2 Control unit: electronic (MWG)
ACExC 01.2 Non-Intrusive HART Name plate

Approval plate in explosion-proof version
Figure 7: Approval plates in explosion-proof version (examples)
[1] Ex symbol, CE mark, number of test authority
[2] Ex certificate (number)
Classification:
[3] Electrical gas explosion protection
[4] Electrical dust explosion protection
[5] Non-electrical explosion protection
[6] Threads for line bushings at electrical connection
[7] Not used
Descriptions referring to name plate indications
Type designation Table 1:
Description of type designation actuator (in our example: SAEx 07.2-F10)
-F1007.2SAEx
Type SAEx = Multi-turn actuators for open-close duty
Type SAREx = Multi-turn actuators for modulating duty
SAEx
Size
These instructions apply to sizes 07.2, 07.6, 10.2, 14.2, 14.6, 16.2
07.2
Flange sizeF10
Table 2:
Description of actuator controls type designation (with the example of ACExC 01.2)
01.2ACExC
Type AC = AUMATIC actuator controls
ExC = explosion-proof version
ACExC
Size 01.201.2
Ex marking
Table 3:
Marking for explosion protection (example of /-a3b1)
1b3a–
Not used–
Motor type
a = ADX or VDX: 3-phase AC motor
b = AEX, ACX,VEX, VCX: 1-phase AC motor
a
Protection type of electrical connection
3 = Terminal compartment Ex eincreased safety
4 = Terminal compartment Ex dflameproof enclosure
3
Protection type of position transmitter
a = Without intrinsically safe electric circuit
b = Electric circuit Ex iIntrinsic safety (RWG 5020.2Ex)
b
Protection type of fieldbus
1 = Without intrinsically safe Ex ic fieldbus connection
3= Ex ic intrinsically safe fieldbus connection
1
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SAEx 07.2 –SAEx 16.2/SAREx 07.2 –SAREx 16.2 Control unit: electronic (MWG)
Name plate ACExC 01.2 Non-Intrusive HART

Order number The product can be identified using this number and the technical data as well as
order-related data pertaining to the device can be requested.
Please always state this number for any product inquiries.
On the Internet at http://www.auma.com > Service & Support >myAUMA, we offer
a service allowing authorised users to download order-related documents such as
wiring diagramsand technical data (both in German andEnglish),inspection certificate
and the operation instructions when entering the order number.
Actuator serial number Table 4:
Description of serial number (example of 0520MD12345)
MD123452005
Positions 1+2: Assembly in week = week 0505
Positions 3+4:Year of manufacture = 202020
Internal number for unambiguous product identificationMD12345
Actuator terminal plan Position 9 following TPA: Position transmitter version
I= MWG (magnetic limit and torque transmitter)
AUMA power class for
switchgear The switchgear used in the actuator controls (reversing contactors/thyristors) are
classified according to AUMA power classes (e.g.A1, B1, ....).The power class
defines the max. permissible rated power (of the motor) the switchgear has been
designed for.The rated power (nominal power) of the actuator motor is indicated in
kW on the motor name plate.For the assignment of the AUMA power classes to the
nominal power of the motor types, refer to the separate electrical data sheets.
For switchgear without assignment to any power classes, the actuator controls name
plate does not indicate the power class but the max. rated power in kW.
Control Table 5:
Control examples (indications on actuator controls name plate)
DescriptionInput signal
Control via HART interfaceHART
Control via HART interface and control voltage for OPEN-CLOSE control via
digital inputs (OPEN, STOP, CLOSE)
HART/24 V DC
Data Matrix code Whenregistered as authoriseduser,youmayuseourAUMA Assistant App toscan
the Data Matrix code and directly access the order-related product documents without
having to enter order number or serial number.
Figure 8: Link to AUMA Assistant App:
For further Service & Support, Software/Apps/...refer to www.auma.com
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SAEx 07.2 –SAEx 16.2/SAREx 07.2 –SAREx 16.2 Control unit: electronic (MWG)
ACExC 01.2 Non-Intrusive HART Name plate

4. Transport and storage
4.1. Transport
Actuator For transport to place of installation, use sturdy packaging.
Suspended load!
Death or serious injury.
→Do NOT stand below suspended load.
→Attach ropes or hooks for the purpose of lifting by hoist only to housing and NOT
to handwheel.
→Actuators mounted on valves: Attach ropes or hooks for the purpose of lifting
by hoist to valve and NOT to actuator.
→Actuatorsmountedtogearboxes:Attachropesorhooksforthe purposeoflifting
by hoist only to the gearbox using eyebolts and NOT to the actuator.
→Actuators mounted to controls: Attach ropes or hooks for the purpose of lifting
by hoist only to the actuator and NOT to the controls.
→Respect total weight of combination (actuator, actuator controls, gearbox, valve)
→Secure load against falling down, sliding or tilting.
→Perform lift trial at low height to eliminate any potential danger e.g. by tilting.
Figure 9: Example: Lifting the actuator
Weights Table 6:
Weight for ACExC 01.2 actuator controls
Weight approx.[kg]with electrical connection type:
14AUMA Ex plug/socket connector with screw-type terminals (KT)1)
12AUMA Ex plug/socket connector with screw-type terminals (KP)
14AUMAExplug/socket connector withterminal blocks(KES), increased
safety Ex e
16.5AUMA Ex plug/socket connector with terminal blocks (KES),
flameproof enclosure Ex d
Standard1)
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SAEx 07.2 –SAEx 16.2/SAREx 07.2 –SAREx 16.2 Control unit: electronic (MWG)
Transport and storage ACExC 01.2 Non-Intrusive HART

Table 7:
Weights of multi-turn actuators SAEx 07.2 –SAEx 16.2 / SAREx 07.2 –SAREx 16.2
with 3-phase AC motors
Weight2)
Motor type1)
Type designation
Actuator approx. [kg]
22VDX...SAEx 07.2/
SAREx 07.2 23ADX...
22VDX...SAEx 07.6/
SAREx 07.6 24ADX...
26VDX...SAEx 10.2/
SAREx 10.2 28ADX...
48VDX...SAEx 14.2/
SAREx 14.2 52ADX...
50VDX...SAEx 14.6/
SAREx 14.6 56ADX...
72VDX...SAEx 16.2/
SAREx 16.2 88ADX...
Refer to motor name plate1) Indicated weight includes AUMA NORM multi-turn actuator with 3-phase AC motor, electrical con-
nection in standard version, output drive type B1 and handwheel.For other output drive types, heed
additional weights.
2)
Table 8:
Weights of multi-turn actuators SAEx 07.2 –SAEx 16.2 / SAREx 07.2 –SAREx 16.2
With 1-phase AC motors
Weight2)
Motor type1)
Type designation
Actuator approx. [kg]
28VEX...SAEx 07.2/
SAREx 07.2 31AEX...
28VEX...SAEx 07.6/
SAREx 07.6 31AEX...
40ACX...
32VEX...48-4...SAEx 10.2/
SAREx 10.2 35VEX...48-2...
44ACX... 56-4...
47ACX... 56-2...
63VEX...SAEx 14.2/
SAREx 14.2 65VCX...
67ACX...
67VEX...SAEx 14.6/
SAREx 14.6 70VCX...
Refer to motor name plate1) Indicated weight includes AUMA NORM multi-turn actuator with 1-phase AC motor, electrical con-
nection in standard version, output drive type B1 and handwheel.For other output drive types, heed
additional weights.
2)
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SAEx 07.2 –SAEx 16.2/SAREx 07.2 –SAREx 16.2 Control unit: electronic (MWG)
ACExC 01.2 Non-Intrusive HART Transport and storage

Table 9:
Weights for output drive type
[kg]Flange sizeType designation
1.1F07A 07.2
1.3F10
2.8F10A 10.2
6.8F14A 14.2
11.7F16A 16.2
Table 10:
Weights for output drive type
[kg]Flange sizeType designation
5.2F10AF 07.2
5.2F10AF 07.6
5.5F10AF 10.2
13.7F14AF 14.2
23F16AF 16.2
4.2. Storage
Danger of corrosion due to inappropriate storage!
→Store in a well-ventilated, dry room.
→Protect against floor dampness by storage on a shelf or on a wooden pallet.
→Cover to protect against dust and dirt.
→Apply suitable corrosion protection agent to uncoated surfaces.
Risk of damage due to excessively low temperatures!
→Actuator controls may only be stored permanently down to –30 °C.
→On request, actuators controls may be transported in specific cases and for
short duration at temperatures down to –60 °C.
Long-term storage For long-term storage (more than 6 months), observe the following points:
1. Prior to storage:
Protect uncoated surfaces, in particular the output drive parts and mounting
surface, with long-term corrosion protection agent.
2. At an interval of approx.6 months:
Check for corrosion.If first signs of corrosion show, apply new corrosion protec-
tion.
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SAEx 07.2 –SAEx 16.2/SAREx 07.2 –SAREx 16.2 Control unit: electronic (MWG)
Transport and storage ACExC 01.2 Non-Intrusive HART

5. Assembly
5.1. Mounting position
When using grease as lubricant, the product described herein can be operated in
any mounting position.
When using oil instead of grease within the actuator gear housing, perpendicular
mounting position is specified whereby the flange is pointing downward.The type of
lubricant used is indicated on the actuator name plate (short designation F...= grease;
O...= oil).
5.2. Handwheel fitting
To avoid transport damage, handwheels are supplied separately as appropriate.In
this instance, the handwheel must be mounted prior to commissioning.
Figure 10: Handwheel
[1] Spacer
[2] Input shaft
[3] Handwheel
[4] Retaining ring
How to proceed 1. If required, fit spacer [1] on input shaft [2].
2. Slip handwheel [3] onto input shaft.
3. Secure handwheel [3] with retaining ring [4].
Information: The retaining ring [4] (together with these operation instructions)
is stored in a weatherproof bag, which is attached to the device prior to delivery.
5.3. Mount actuator to valve
Corrosion due to damage to paint finish and condensation!
→Touch up damage to paint finish after work on the device.
→After mounting, connect the device immediately to electrical mains to ensure
that heater minimises condensation.
17
SAEx 07.2 –SAEx 16.2/SAREx 07.2 –SAREx 16.2 Control unit: electronic (MWG)
ACExC 01.2 Non-Intrusive HART Assembly

5.3.1. Overview of output drive types
Table 11: Overview on output drive types AssemblyDescriptionApplicationValve attachment
➭page 19, Multi-turn actuator with
output drive type A: mount
➭page 18, Output drive type A
●for rising, non-rotating valve stem
●capable of withstanding thrust
●not appropriate for radial forces
A
➭page 23, Multi-turn actuator with
output drive type B: mount
➭page 22, Output drive types B/C/D
and E
●for rotating, non-rising valve stem
●not capable of withstanding thrust
B, B1 –B4
C
D
E
5.3.2. Output drive type A
Figure 11: Output drive type A
[1] Output mounting flange
[2] Stem nut
[3] Valve stem
Short description Output drive type A consisting of output mounting flange [1] with axial bearing stem
nut [2].The stem nut transmits the torque from the actuator hollow shaft to the valve
stem [3]. Output drive type A can withstand thrusts.
To adapt the actuators to available output drive types A with flanges F10 and F14
(year of manufacture 2009 and earlier), an adapter is required.The adapter can be
ordered from AUMA.
18
SAEx 07.2 –SAEx 16.2/SAREx 07.2 –SAREx 16.2 Control unit: electronic (MWG)
Assembly ACExC 01.2 Non-Intrusive HART

5.3.2.1. Multi-turn actuator with output drive type A: mount
1. If output drive type A is already mounted to the multi-turn actuator: Loosen
screws [3] and remove output drive type A [2].
Figure 12: Multi-turn actuator with output drive type A
[1] Multi-turn actuator
[2] Output drive type A, from left to right:
with finish-machined, unbored and pilot bore stem nut
[3] Screws to multi-turn actuator
Information For an unbored or pilot bore stem nut, the stem nut must be finish machined prior
to mounting valve stem and prior to performing the following steps.➭page 21, Stem
nut for output drive type A: finish machining
2. Apply a small quantity of grease to the valve stem.
3. Place output drive type A [2] on valve stem and turn until it is [4] flush on the
valve flange.
4. Turn output drive type A [2] until alignment of the fixing holes.
5. Fasten screws [5] between valve and output drive type A [2] without completely
tightening them.
Figure 13:
19
SAEx 07.2 –SAEx 16.2/SAREx 07.2 –SAREx 16.2 Control unit: electronic (MWG)
ACExC 01.2 Non-Intrusive HART Assembly

6. Fit multi-turn actuator on the valve stem so that the stem nut dogs engage into
the output drive sleeve.
Figure 14:
➥The flanges are flush with each other if properly engaged.
7. Adjust multi-turn actuator until alignment of the fixing holes.
8. Fasten multi-turn actuator with screws [3].
9. Fasten screws [3] crosswise with a torque according to table.
Table 12:
Tightening torques for screws
Tightening torque [Nm]Threads
Strength class A2-80/A4–80
24M8
48M10
200M16
392M20
10. Turn multi-turn actuator with handwheel in direction OPEN until valve flange
[4] and output drive type A [2] are firmly placed together.
Figure 15:
11. Tighten screws [5] between valve and output drive type A crosswise applying
a torque according to table.
20
SAEx 07.2 –SAEx 16.2/SAREx 07.2 –SAREx 16.2 Control unit: electronic (MWG)
Assembly ACExC 01.2 Non-Intrusive HART
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