AUMA MEC 03.1 User manual

Globe valve actuators
SV 05.1 –SV 07.1
with actuator controls
MEC 03.1
Marine version
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:
Reference documents are available on the Internet at: http://www.auma.com.
Table of contents Page
41. Safety instructions................................................................................................................. 41.1. Prerequisites for the safe handling of the product 41.2. Range of application 51.3. Warnings and notes 51.4. References and symbols
62. Short description...................................................................................................................
73. Name plate..............................................................................................................................
94. Transport and storage........................................................................................................... 94.1. Transport 94.2. Storage
105. Assembly................................................................................................................................ 105.1. Mounting position 105.2. Mount actuator to valve 105.2.1. Overview on coupling variants 105.2.2. Mount actuator (with coupling)
136. Electrical connection............................................................................................................. 136.1. Basic information 146.2. Overview of connections and wiring 156.3. Connection via bayonet connector 176.4. External earth connection 186.5. Accessories for electrical connection 186.5.1. Local controls
197. Commissioning...................................................................................................................... 197.1. Switch compartment: open/close 207.2. End position detection: verify/set 207.2.1. Setting for clockwise closing 227.2.2. Setting for counterclockwise closing 237.3. RWG electronic position transmitter 237.3.1. Set measuring range 247.4. Mechanical position indicator: set
258. Basic settings for the actuator controls.............................................................................. 258.1. Actuator controls: open/close 268.2. Setting via hardware (switches) or via software
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268.3. Type of seating: set 278.4. Torque switching: set 288.5. Output speed: set
319. Operation and control of actuator........................................................................................ 319.1. Manual operation 329.2. Motor operation 329.2.1. Actuator control from Remote 329.2.2. Operation commands from Local
3410. Indications.............................................................................................................................. 3410.1. Mechanical position indicator 3510.2. Indication lights on local controls of MEC 03.1
3611. Output signals........................................................................................................................ 3611.1. Status signals (digital outputs) 3611.2. Analogue signals
3712. AUMA CDT software (accessories).......................................................................................
3813. Corrective action.................................................................................................................... 3813.1. Fault indications and warning indications 3813.2. Fuses 3813.2.1. Fuses within the actuator controls
4014. Servicing and maintenance................................................................................................... 4014.1. Preventive measures for servicing and safe operation 4014.2. Maintenance 4114.3. Disposal and recycling
4215. Technical data......................................................................................................................... ?15.1.
4616. Spare parts............................................................................................................................. ?16.1.
50Index........................................................................................................................................
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with actuator controls MEC 03.1 Table of contents

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.
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.
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,thehousing warmsupandsurfacetemperatures>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.
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 part-turn actuators are designed for the operation of valves, e.g.butterfly
valves and ball valves.
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
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Safety instructions with actuator controls MEC 03.1

●Buried service
●Continuous submersion (observe enclosure protection)
●Potentially explosive atmospheres
●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.
Information These operation instructions are only valid for the "clockwise closing" standard
version, i.e. driven shaft turns clockwise to close the valve.
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)
➥Result of a process step
Describes the result of a preceding process step.
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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 globe valve actu-
ator Figure 1: AUMA SV 07.1 globe valve actuator with MEC 03.1
[1] Globe valve actuator
[2] Crank handle/handwheel
[3] Actuator controls
AUMA globe valve actuators SV 05.1 –SV 07.1 [1] are multi-turn actuators for the
automation of globe valves and are driven by an electric motor.For manual operation,
a crank handle [2] or a handwheel is provided.Manual operation is possible without
change-over.In end position OPEN, the limitation of travel is implemented via end
position sensors.In end position CLOSED, the actuator is switched off via torque
seating (excess current measuring) or via end position sensors. AUMA actuator
controls of the MEC [3] are required to operate or process the actuator signals.
Software
Using the AUMA CDT software forWindows-based computers (notebooks or tablets),
actuator data can be uploaded and read, settings can be modified and stored.With
the AUMA Cloud , we provide an interactive platform to collect and assess e.g.
detailed device data of all actuators within a plant.
AUMA CDT AUMA CDT is a user-friendly setting and operation program for AUMA actuators.1)
The connection to the computer (notebook, tablet) is made via the respective AUMA
service cable which is connected to the 17-pole XG4 connection outside the MEC
03.1 actuator controls.
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.
1) For the supported actuator ranges, refer to our website.
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Short description with actuator controls MEC 03.1

3. Name plate
Figure 2: Arrangement of name plates
[1] Actuator name plate
[2] Actuator controls name plate
Actuator name plate
Figure 3: Actuator name plate (example)
(= manufacturer logo); (= CE mark)
[1] Name of manufacturer
[2] Address of manufacturer
[3] Type designation
[4] Order number
[5] Serial number
[6] Speed
[7] Maximum torque
[8] Type of lubricant
[9] Permissible ambient temperature
[10] Current at max. torque
[11] Mains voltage
[12] Can be assigned as an option upon customer request
[13] Enclosure protection
[14] Data Matrix code
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Actuator controls name plate
Figure 4: Name plate for actuator controls (example)
[1] Type designation
[2] Order number
[3] Serial number
[4] Mains voltage, mains frequency
[5] Operating time per stroke
[6] Enclosure protection
[7] Can be assigned as an option upon customer request
[8] Data Matrix code
Descriptions referring to name plate indications
Type designation Figure 5:Type designation (example)
1. Type and size of actuator
2. Flange size
These instructions apply to the following device types and sizes:
Globe valve actuators for open-close and modulating duty: SV 05.1, 07.1
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 diagrams andtechnical data(both inGerman andEnglish), inspectioncertificate
and the operation instructions when entering the order number.
Serial number
Actuator Table 1:
Description of serial number (example of 0520NS12345)
NS123452005
Positions 1+2: Assembly in week = week 0505
Positions 3+4:Year of manufacture = 202020
Internal number for unambiguous product identificationNS12345
Data Matrix code Whenregisteredas authoriseduser, you mayuse ourAUMA Assistant App to scan
the Data Matrix code and directly access the order-related product documents without
having to enter order number or serial number.
Figure 6: Link to AUMA Assistant App:
For further Service & Support, Software/Apps/...refer to www.auma.com
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Name plate with actuator controls MEC 03.1

4. Transport and storage
4.1. Transport
For transport to place of installation, use sturdy packaging.
Suspended load!
Risk of 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.
4.2. Storage
Risk 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.
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.
Plastic protective caps supplied when leaving the factory are for transport protection
only.They have to be replaced for long-term storage.(Heed protection type indicated
on name plate.)
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with actuator controls MEC 03.1 Transport and storage

5. Assembly
5.1. Mounting position
The product described in this document can be operated without restriction in any
mounting position.
5.2. Mount actuator to valve
The actuator is mounted to the valve using a coupling.
5.2.1. Overview on coupling variants
Design principle Figure 7: Coupling variants
[1] Bore with keyway
[2] Square bore
[3] Bore with two-flats
Application ●For valve attachments according to EN ISO 5211
●For rotating, non-rising valve stem
5.2.2. Mount actuator (with coupling)
Unbored couplings or couplings with pilot bore must be machined to match the valve
shaft prior to mounting the actuator to the valve (e.g.with bore and keyway, two-flat
or square bore).
Assemble valve and actuator in the same end position. As standard, the actu-
ator is supplied in end position CLOSED.
→Recommended mounting position for butterfly valves: End position CLOSED.
→Recommended mounting position for ball valves: End position OPEN.
Assembly steps 1. If required, move actuator in same end position as valve using the handwheel.
2. Clean mounting faces, thoroughly degrease uncoated mounting surfaces.
3. Apply a small quantity of grease to the valve shaft [2].
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Assembly with actuator controls MEC 03.1

4. Place coupling [1] onto valve shaft [2] and secure against axial slipping by using
a grub screw [3] or a clamping washer and a screw with curved spring lock
washer [4].Thereby, ensure that dimensions X,Y or L are observed (refer to
figure and table <Mounting positions for coupling>).
Figure 8: Examples: Fit coupling
[1] Coupling
[2] Valve shaft
[3] Grub screw
[4] Clamping washer and screw with curved spring lock washer
Figure 9: Mounting positions for coupling
Table 2:
Mounting position of the coupling within fitting dimensions according to AUMA definition
SV 07.1SV 05.1Dimensions
[mm]
33X max
66Y max
3535L max
5. Apply non-acidic grease at splines of coupling (e.g.Gleitmo by Fuchs).
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6. Fit actuator. If required, slightly turn actuator until splines of coupling engage.
Figure 10:
Information Ensure that the spigot (if provided) fits uniformly in the recess and that the flanges
are in complete contact.
7. If flange bores do not match thread:
7.1 Slightly rotate handwheel until bores line up.
7.2 If required, shift actuator by one tooth on the coupling.
8. Fasten actuator with screws.
Information: We recommend applying liquid thread sealing material to the
screws to avoid contact corrosion.
9. Fasten screws crosswise to a torque according to table.
Table 3:
Tightening torques for screws
Tightening torque [Nm]Threads
Strength class A2–80
24M8
48M10
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Assembly with actuator controls MEC 03.1

6. Electrical connection
6.1. Basic information
Electric shock due to presence of hazardous voltage!
Risk of death or serious injury!
→The electrical connection must be carried out exclusively by suitably qualified
personnel.
→Prior to connection, observe basic information contained in this chapter.
Wiring diagram/terminal
plan The pertaining wiring diagram/terminal plan (in German or English) is attached to
the device in a weather-proof bag, together with these operation instructions.It can
also be requested from AUMA (state order number, refer to name plate) or
downloaded directly from the Internet (http://www.auma.com).
Permissible networks
(supply networks) The actuators are suitable for use in TN and TT networks with directly earthed star
point. Use in IT networks is permitted while heeding the indications with regard to
on-site protection.
Current type, mains
voltage, mains fre-
quency
Type of current, mains voltage and mains frequency must match the data on the
name plate.
Protection and sizing on
site For short-circuit protection and for disconnecting the actuator from the mains, fuses
and disconnect switches have to be provided by the customer.
The current value for sizing the protection is derived from the current consumption
of the actuator (refer to name plate).
We recommend refraining from using residual current devices (RCD). However, if
an RCD is used within the mains, the residual current device must be of type B.
Consider length and cross section of connecting cables between actuator controls
and actuator when defining the protection required.
Safety standards Safety measures and safety equipment must comply with the respectively valid
national on site specifications.All externally connected devices shall comply with
the relevant safety standards applicable for the place of installation.
All connected electric circuits shall comply with the requirements for protective
separation.
Connecting cables,
cable glands, reducers,
blanking plugs
●We recommend using connecting cables and connecting terminals according
to rated current (IN) (refer to motor or electrical data sheet).
●For device insulation, appropriate (voltage-proof) cables must be used.Specify
cables for the highest occurring rated voltage.
●To avoid contact corrosion, we recommend the use of sealing agents for cable
glands and blanking plugs made of metal.
●It is advised to use a shielded cable.
●For connecting cables exposed to UV radiation (outdoor installation), use UV
resistant cables.
●The cross-sectional area of every protective earthing conductor which does not
form not part of the supply cable or the cable enclosure, shall, in any case, not
be less than:
- For mechanical protection: minimum 2.5 mm²
- Without mechanical protection: minimum 4 mm²
●For the connection of position transmitters, screened cables must be used.
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with actuator controls MEC 03.1 Electrical connection

6.2. Overview of connections and wiring
Figure 11: Connections and wiring for MEC 03.1 with actuator
Symbols:
pins; sockets
Sockets:
[XG1] Power supply (mains voltage)
[XG2] Control and signalling
[XG3] Motor control
[XG4] Signals to and from the actuator
[XA1] Motor
[XA2] Actuator signals
The permissible cable length between MEC 03.1 actuator controls and the actuator
amounts to 50 m maximum.
Use suitable flexible and screened connecting cables.
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Electrical connection with actuator controls MEC 03.1

6.3. Connection via bayonet connector
Figure 12: Connections at MEC 03.1 (standard)
[XG1] 5 contacts, VDE compliant socket, for power plug (power supply)
[XG2] 19 contacts, socket for signal connector
[XG3] 5 contacts, socket for power plug to actuator
[XG4] 17 contacts, socket for signal connector to the actuator
Figure 13: Connections to MEC 03.1 (compatible with MEC 02.1)
[XG1] 5 contacts, socket, for power plug (power supply)
[XG2] 17 contacts, socket for signal connector
[XG3] 5 contacts, socket for power plug to actuator
[XG4] 17 contacts, socket for signal connector to the actuator
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with actuator controls MEC 03.1 Electrical connection

Figure 14: Connections at actuator
[XA1] 5 contacts, socket for motor power plug
[XA2] 17 contacts, socket for signal connector
Suitable connectors
If indicated on the order, suitable connectors for the connections XG1] –[XG4] will
be supplied.The cable diameter must be indicated on the order.
For the pin assignment (A, B, C, ...) for connecting the cables and wires to the
connector, refer to the enclosed wiring diagram.For further data such as terminal
cross sections, cable diameters and tools e.g.crimping pliers refer to separate
Technical data “ITT Cannon connector”(AUMA document number:Y007.274)
Hazardous voltage at open connector (capacitor discharge)!
Risk of electric shock.
→After disconnecting the power supply (removing connector for power terminals),
wait at least 5 seconds before touching the pins/sockets.
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Electrical connection with actuator controls MEC 03.1

6.4. External earth connection
Figure 15: Earth connection at MEC 03.1 and actuator
Application External earth connection (U-bracket) for connection to equipotential compensation.
Hazardous voltage due to insulating impact of powder coating!
Risk of electric shock.
→Free (file off) the surface below the U-bracket of MEC actuator controls from
powder.
→Connect all protective earth conductors.
→Connect PE connection to external protective earth conductor of connection
cable.
→Only connect the device to mains voltage and commission once the external
earth connection has been connected.
Table 4:
Terminal cross sections and earth connection tightening torques
Tightening torquesTerminal cross sectionsConductor type
3 –4 Nm2.5 mm² to 6 mm²Solid wire and stranded
3 –4 Nm1.5 mm² to 4 mm²Fine stranded
For fine stranded (flexible) wires, connection is made via cable lugs/ring terminals.When connecting
two individual wires with a U-bracket, cross sections have to be identical.
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with actuator controls MEC 03.1 Electrical connection

6.5. Accessories for electrical connection
6.5.1. Local controls
Figure 16: MEC 03.1 actuator controls with local controls (option)
During motor operation, the actuator may be operated from LOCAL via the push
buttons of local controls.
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Electrical connection with actuator controls MEC 03.1

7. Commissioning
7.1. Switch compartment: open/close
Figure 17:
The following sub-assemblies are located within the switch compartment:
●End position detection
●RWG electronic position transmitter (option)
●Mechanical position indicator
The switch compartment must be opened to perform the setting of these
sub-assemblies.
Open 1. Loosen screws [2] and remove cover [1] from the switch compartment.
Close 2. Clean sealing faces of housing and cover.
3. Check whether O-ring [3] is in good condition, replace if damaged.
4. Apply a thin film of non-acidic grease (e.g.petroleum jelly) to the O-ring and
insert it correctly.
5. Place cover [1] on switch compartment.
6. Fasten screws [2] evenly crosswise.
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7.2. End position detection: verify/set
Figure 18:Verify/set end position detection using LEDs
[1] Screws for setting CLOSED
[2] Setting disc
[3] Screw
[L1] Green LED, signals end position OPEN
[L2] Yellow LED, signals end position CLOSED
The end position detection signals that end positions OPEN and CLOSED have been
reached.The“Endposition OPEN/CLOSEDreached”signals areavailableas output
signals. ⇨page 36, Status signals (digital outputs)
For limit seating, the signals of the end position detection are used for end position
tripping.
On delivery, the end position detection is adjusted to the factory setting of turns/stroke.
7.2.1. Setting for clockwise closing
The following description is only valid for “clockwise closing”, i.e.driven shaft turns
clockwise to close the valve.Designation in the wiring diagram:TPC ... AI M... for
“clockwise”
1. Switch on the power supply.
Check end position
CLOSED 2. Operate valve exactly to end position CLOSED and do not change position ir-
respective of the type of seating, i.e. limit or torque seating.
➥If the yellow LED is illuminated, end position detection CLOSED has been cor-
rectly set. Continue with step “Check end position OPEN”.
➥If the yellow LED is not illuminated or only flickering, end position detection
CLOSED has to be set again. Proceed as follows:
Set end position
CLOSED 3. Loosen both screws [1] so that the setting disc [2] can be turned.
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Commissioning with actuator controls MEC 03.1