AUMA PROFOX PF-M25 User manual

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Profibus DP
Modbus RTU
Multi-turn actuators
PROFOX
PF-M25 –PF-M100
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.
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...................................................................................................................
83. Name plate..............................................................................................................................
104. Transport and storage........................................................................................................... 104.1. Transport 104.2. Storage
115. Assembly................................................................................................................................ 115.1. Mounting position 115.2. Fit ball handle to handwheel 115.3. Mount actuator to valve 115.3.1. Overview on coupling variants 125.3.2. Mount actuator (with coupling)
156. Electrical connection............................................................................................................. 156.1. Basic information 166.2. Open terminal compartment 176.3. Cable connection 206.4. Close terminal compartment 206.5. External earth connection
227. Commissioning...................................................................................................................... 227.1. End position setting (via push buttons) 237.1.1. Set end position CLOSED 247.1.2. Set end position OPEN 257.2. Position indicator setting 277.3. Configuration of further parameters 277.3.1. Speed setting
298. Operation................................................................................................................................ 298.1. Manual operation 298.2. Motor operation 298.2.1. Actuator operation via push buttons 308.2.2. Actuator operation via AUMA Assistant App 318.2.3. Actuator operation from Remote
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339. FOX-EYE indication light and status indication..................................................................
3610. Corrective actions.................................................................................................................. 3610.1. Faults during commissioning 3610.2. Fault indications
3811. Servicing and maintenance...................................................................................................
4012. Disposal and recycling..........................................................................................................
4113. Technical data......................................................................................................................... 4113.1. Technical data Multi-turn actuators with integral controls for open-close and modulating duty
4514. Spare parts............................................................................................................................. 4514.1. Multi-turn actuators PF-M25 –PF-M100
49Index........................................................................................................................................
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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 warmsup and surface temperatures>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 multi-turn actuators are designed for the operation of industrial valves, e.g.
globe valves, gate valves, 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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●Buried service
●Continuous underwater use (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.It is capable of withstanding thrust.
AUMA multi-turn actuators PF-M25 –PF-M100 are driven by an electric motor. For
control in motor operation and for processing the actuator signals, controls are
integrated within the housing.Push buttons allow for local actuator operation. A
handwheel is provided for occasional manual operation.Manual operation is possible
without change-over.
Switching off in end positions may be either by limit or torque seating.
The self-locking of the actuator is ensured by means of the braking function.As soon
as the actuator is at standstill, the motor takes over the brake function for the first
20 seconds.This period is defined through a parameter which can be set via
Bluetooth.After this, the locking brake takes over the brake function by disconnection
from power and renewed engagement.Brake engagement generates a clicking noise
and is part of the standard operational behaviour.
AUMA part-turn actuator
PROFOX PF-M50 Figure 1: PF-M50
[1] Push buttons
[2] Position indicator
[3] Screw plug
[4] FOX-EYE (indication LED)
[5] Screw plug for manual emergency operation
[6] Handwheel
Information Only smaller sizes without handwheel function are
equipped with a manual drive option via Allen key, loc-
ated below the screw plug for manual emergency oper-
ation [5].
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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Figure 2: Communication via Bluetooth
AUMA CDT AUMA CDT is a user-friendly setting and operation program for AUMA actuators.
Connection between computer (notebook, tablet) and actuator is wireless via
Bluetooth interface.
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 commissioning, configuration and 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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3. Name plate
Figure 4: Name plate arrangement
Figure 5: PROFOX name plate (example)
[1] Product name
[2] Type designation
[3] Order number
[4] Actuator serial number
[5] Torque range in direction OPEN/CLOSE
[6] Control
[7] Speed range
[8] Current type, mains voltage, mains frequency
[9] Type of duty
[10] Permissible ambient temperature
[11] Manufacturer name and address (manufacturer logo: )
[12] Data Matrix code
[13] Nominal power and nominal current
[14] Enclosure protection
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Descriptions referring to name plate indications
Type designation Table 1:
Description of type designation (with the example of PROFOX PF-Q150-F07-F10)
F07–F1050MPFPROFOX
Product namePROFOX
Type (abbreviation PROFOX)PF
Type of movement:Multi-turn actuatorM
Size (max.torque in Nm)50
Flange sizesF07–F10
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 diagramsandtechnical data (both in German andEnglish), inspection certificate
and the operation instructions when entering the order number.
Serial number
Actuator Table 2:
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 Whenregistered as authorised user, youmay use our AUMA 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 6: Link to AUMA Assistant App:
For further Service & Support, Software/Apps/...refer to www.auma.com
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4. Transport and storage
4.1. Transport
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.
→Actuatorsmounted to gearboxes:Attach ropesor hooks forthe purposeof lifting
by hoist only to the gearbox using eyebolts and NOT to the actuator.
→Respect total weight of combination (actuator, 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.
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.
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5. Assembly
5.1. Mounting position
The product described in this document can be operated without restriction in any
mounting position.
5.2. Fit ball handle to handwheel
To avoid damage during transport, the ball handle is fitted at the rear of the
handwheel.
Prior to commissioning, mount the ball handle into correct position:
1. Remove cap nut [1] and pull out ball handle [2].
2. Insert ball handle [2] in correct position and fasten with cap nut [1].
Information The end position detection can be modified by rotating the handwheel even if the
actuatoris not mounted to a valve.Therefore,werecommend refrainingfrom rotating
the handwheel several times prior to mounting the actuator to the valve.
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, immediately perform electrical connection of the device to min-
imise condensation cause by standby current.
5.3.1. Overview on coupling variants
Design 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
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5.3.2. 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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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 3:
Mounting position of the coupling within fitting dimensions according to AUMA definition
M100M50M25Dimensions
[mm]
F10F07F10F07F05F10F07F05EN ISO 5211
4.54.5333333X max.
4.54.5222222Y max.
5050381)/40381)/40381)/40381)/40381)/40381)/40L max.
Thread with grub screw1)
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: Mounting the actuator onto valve
Information Ensure complete contact of flanges.
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 4:
Tightening torques for screws
Tightening torque [Nm]Threads
Strength class A2-80/A4–80
10M6
24M8
48M10
82M12
200M16
392M20
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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.
Risk of immediate actuator operation when connecting to mains!
Risk of death, severe injury or damage to valve.
→Check operation signals and operation behaviour prior to switching on the mains
voltage.
→Ensurethat the trippingconditions forthefailurebehaviourarenot fulfilled when
switching on.
→Ensure that the tripping conditions for the EMERGENCY behaviour are not ful-
filled when switching on.
Reasons for immediate operation:
●The signal and fieldbus cables are connected and a respective operation com-
mand has been issued.
●the “failure behaviour”function was configured as to ensure that this state results
in an operation once the mains voltage is applied.
●the “EMERGENCY behaviour”function was configured as to ensure that this
state results in an operation once the mains voltage is applied.
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 inTN andTT networks.For IT network, a suitable,
approved insulation monitor measuring the pulse code is required.
Current type, mains
voltage, mains fre-
quency
Type of current, mains voltage and mains frequency must match the data on the
name plate.
For short-circuit protection and for disconnecting the actuator from the mains, fuses
and disconnect switches or circuit breakers have to be provided by the customer.
For circuit breakers, the following sizing/characteristics are recommended:
Sizing/
characteristicsNumber of actuators
B061
B102
C134
D1610
Refer to electric data for the maximum current values of individual models and
versions.
Potential of customer
connections Refer to Technical data for options of isolated potentials.
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.
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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.
●Use connecting cable with appropriate minimum rated temperature.
●For connecting cables exposed to UV radiation (outdoor installation), use UV
resistant cables.
●For the connection of position transmitters, screened cables must be used.
Cable installation in ac-
cordance with EMC Signal and fieldbus cables are susceptible to interference.Motor cables are
interference sources.
●Lay cables being susceptible to interference or sources of interference at the
highest possible distance from each other.
●The interference immunity of signal and fieldbus cables increases if the cables
are laid close to the earth potential.
●If possible, avoid laying long cables and make sure that they are installed in
areas being subject to low interference.
●Avoid parallel paths with little cable distance of cables being either susceptible
to interference or interference sources.
6.2. Open terminal compartment
Figure 11: Open terminal compartment
[1] Cover
[2] Screws
[3] Cable entry
[4] Blanking plug
[5] Cable gland (not included in scope of delivery)
Electric shock due to presence of hazardous voltage!
Death or serious injury.
→Disconnect device from the mains before opening.
→Wait for 60 seconds after power cut-off prior to opening the housing.
1. Loosen screws [2] and remove cover [1].
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2. Insert cable glands [5].
➥The enclosure protection IP…stated on the name plate is only ensured if suit-
able cable glands are used.
Figure 12: Example: Name plate for enclosure protection IP68
3. Tighten cable glands and blanking plugs with the appropriate torque in compli-
ance with the manufacturer's specifications.
6.3. Cable connection
Cable arrangement
Cable arrangement depends on the number of cables connected in addition to the
mains cable.There are two options:
Figure 13: Cable arrangement
[1] Cable arrangement for one mains cable and one signal cable
[2] Cable arrangement for one mains cable and two additional cables
For better accessibility, we recommend heeding the following order.
1. Insert signal cable into cable gland on the right and push upward until the cable
is visible.
2. In case a further signal cable is connected: Insert second signal cable into
middle cable gland and push upward until the cable is visible.
3. Insert mains cable into left cable gland and also push upward until the cable is
visible.
Connection of mains and signal cables
4. Remove cable sheathing.
5. Strip wires.
→Controls approx. 6 mm, power supply unit approx.10 mm
6. For flexible cables: Use wire end sleeves according to DIN 46228.
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7. Connect mains cable according to order-related wiring diagram.
Table 5:
Terminal cross sections
Cross sectionWire typeDesignation
max. [mm²]min. [mm²]
2.50.08rigid/flexibleMains cable
AWG 12AWG 28AWG
8. Connect signal cables in push-in technology according to order-related wiring
diagram.
Damage to push-in terminals by jamming of wire end sleeves with the housing!
Replacement of the complete component is required.
→Use suitable crimping pliers (Crimpfox 6 by Phoenix Contact or similar model)
to avoid unevenness of the wire end sleeve.
→Always carefully remove signal cables.
Figure 14: Connect signal cables
Table 6:
Terminal cross sections
Cross sectionWire typeDesignation
max. [mm²]min. [mm²]
1.50.2solidI/O signal cable
1.50.2flexible
1.50.2flexible with wire end
sleeve without plastic
sleeve
AWG 16AWG 24AWG
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PE connection
In case of a fault, electric shock due to presence of hazardous voltage if the
PE conductor is NOT connected!
Risk of death or serious injury!
→Connect all protective earth conductors.
→Connect PE connection to external protective earth conductor of connecting
cables.
→Start running the device only after having connected the protective earth con-
ductor.
9. Fasten PE using spade lugs or wire end sleeves at protective earth connection
( ) as shown.Do not completely loosen screw!
Figure 15: Protective earth connection (example)
Table 7:
Terminal cross sections and tightening torques of PE connection
Tightening torquesTerminal cross sectionsDesignation
3 –4 Nm1.0 –6 mm2(flexible) via spade lug or
wire end sleeve
1.5 –4 mm2(flexible) directly
1.5 –6 mm2(rigid) directly
Protective earth connection (PE)
10. For shieldedcables:Linkthe cableshield end via the cablegland tothe housing
(earthing).
11. Fasten cable glands with the torque as specified by the manufacturer to ensure
respect of required enclosure protection.
12. Connect power supply.
If the end position setting is carried out with the internal operation buttons
following the connection to the power supply: Do not close cover!
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6.4. Close terminal compartment
Figure 16:Terminal compartment: close
[1] Cover
[2] Screws
[3] O-ring
Short-circuit and electric shock due to pinching of cables!
Risk of death or serious injury!
→Carefully assemble cover to avoid pinching the cables.
1. Clean sealing faces of cover [1] and housing.
2. Check whether O-ring [3] is mounted in the provided groove.
3. Fit cover [1] and fasten screws [2] evenly crosswise at 24 Nm (M8).
6.5. External earth connection
Standard version: Without earth connection, with plastic plate and screw only.
Option: With earth connection consisting of metal plate and hex. socket cap head
screw with shaft bearing race.
The actuator is equipped with an earth connection consisting of a metal plate and a
hex. socket cap head screw with shaft bearing race.
Insulating impact of the powder coating can lead to hazardous voltage and
electric shock!
Risk of death or serious injury!
→Strip powder from actuator surface (file down).
→Connect all protective earth conductors.
→Connect earth connection to external protective earth conductor of connection
cable.
→Power the device only once the protective earth conductor has been connected.
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