AUMA SG 05.1-FA07 User manual

Electric part-turn actuators
Operation instructions
SG 05.1 – SG 12.1
SGR 05.1 – SGR 12.1
AUMA NORM
for flange type FA

Part-turn actuators SG 05.1 – SG 12.1 / SGR 05.1 – SGR 12.1
AUMA NORM Operation instructions
Table of contents Page
1. Safety instructions 4
1.1 Range of application 4
1.2 Commissioning (electrical connection) 4
1.3 Maintenance 4
1.4 Warnings and notes 4
2. Short description 4
3. Technical data 5
4. Transport, storage and packaging 7
4.1 Transport 7
4.2 Storage 7
4.3 Packaging 7
5. Manual operation 8
6. Mounting to valve 9
7. Electrical connection 10
7.1 Connection with AUMA plug/socket connector 10
7.2 Delay time 10
7.3 Reversal time 10
7.4 Controls made by AUMA 11
7.5 Heater 11
7.6 Motor protection 11
7.7 Remote position transmitter 11
7.8 Limit and torque switches 11
7.9 Fitting the cover 11
8. Setting the end stops for part-turn actuators on butterfly valves 12
8.1 Setting end stop CLOSED 12
8.2 Setting end stop OPEN 12
8.3 Setting limit switching CLOSED 12
9. Setting the end stops for part-turn actuators on ball valves 13
9.1 Setting end stop OPEN 13
9.2 Setting end stop CLOSED 13
9.3 Setting limit switching OPEN 13
10. Changing the swing angle 14
10.1 Increasing the swing angle 14
10.2 Reducing the swing angle 14
11. Opening the switch compartment 15
11.1 Removing the cover from the switch compartment 15
11.2 Pulling off the indicator disc 15
12. Setting the limit switching 16
12.1 Setting end position CLOSED (black section) 16
12.2 Setting end position OPEN (white section) 16
12.3 Checking the limit switches 16
13. Setting the DUO limit switching (option) 17
13.1 Setting direction CLOSE (black section) 17
13.2 Setting direction OPEN (white section) 17
13.3 Checking the DUO limit switches 17
Scope of these instructions: These instructions are valid for part-turn actuators of the type ranges
SG 05.1 – SG 12.1 and SGR 05.1 – SGR 12.1 in version AUMA NORM.
These operation instructions are only valid for “clockwise closing”, i.e.
driven shaft turns clockwise to close the valve.

Part-turn actuators SG 05.1 – SG 12.1 / SGR 05.1 – SGR 12.1
Operation instructions AUMA NORM
14. Setting the torque switching 18
14.1 Setting 18
14.2 Checking the torque switches 18
15. Test run 19
15.1 Checking the direction of rotation 19
15.2 Checking the limit switching 19
16. Setting the potentiometer (option) 20
17. Setting the electronic position transmitter RWG (option) 21
17.1 Setting 2-wire system 4 – 20 mA and 3- /4-wire system 0 – 20 mA 22
17.2 Setting 3-/4- wire system 4 – 20 mA 23
18. Setting the mechanical position indicator 24
19. Closing the switch compartment 24
20. Setting the operating time 25
21. Enclosure protection IP 68 (option) 26
22. Maintenance 27
23. Lubrication 27
24. Disposal and recycling 28
25. Service 28
26. Spare parts list part-turn actuator SG(R) 05.1 – SG(R) 12.1 with plug/socket connector 29
Index 31
Addresses of AUMA offices and representatives 32

1. Safety instructions
1.1 Range of application AUMA actuators are designed for the operation of industrial valves,
e.g.butterfly valves and ball valves.
For other applications, please consult us.The manufacturer is not liable for
any possible damage resulting from use in other than the designated appli-
cations.Such risk lies entirely with the user.
Observance of these operation instructions is considered as part of the
actuator’s designated use.
1.2 Commissioning
(electrical connection) During electrical operation, certain parts inevitably carry lethal voltages.
Work on the electrical system or equipment must only be carried out by a
skilled electrician himself or by specially instructed personnel under the
control and supervision of such an electrician and in accordance with the
applicable electrical engineering rules.
1.3 Maintenance The maintenance instructions (refer to page 27) must be observed, other-
wise a safe operation of the actuator is no longer guaranteed.
1.4 Warnings and notes Failure to observe the warnings and notes may lead to serious injuries or
damage.Qualified personnel must be thoroughly familiar with all warnings
and notes in these operation instructions.
Correct transport, proper storage, mounting and installation, as well as
careful commissioning are essential to ensure a trouble-free and safe oper-
ation.
During operation, the multi-turn actuator warms up and surface tempera-
tures > 140 °F may occur. Check the surface temperature prior to contact in
order to avoid burns.
The following references draw special attention to safety-relevant proce-
dures in these operation instructions.Each is marked by the appropriate
pictograph.
This pictograph means: Note!
“Note” marks activities or procedures which have major influence on the
correct operation.Non-observance of these notes may lead to consequen-
tial damage.
This pictograph means: Electrostatically endangered parts!
If this pictograph is attached to a printed circuit board, it contains parts
which may be damaged or destroyed by electrostatic discharges. If the
boards need to be touched during setting, measurement, or for exchange, it
must be assured that immediately before a discharge through contact with
an earthed metallic surface (e.g. the housing) has taken place.
This pictograph means: Warning!
“Warning” marks activities or procedures which, if not carried out correctly,
can affect the safety of persons or material.
2. Short description AUMA part-turn actuators type SG 05.1 – SG 12.1 and SGR 05.1 – SGR 12.1
have a modular design.The part-turn actuators are driven by an electric
motor.A handwheel is provided for manual operation. The limitation of travel is
realised via limit switches in both end positions.Torque seating is also
possible in both end positions. The type of seating is determined by the valve
manufacturer.Additionally, a mechanical end stop is provided for the protec-
tion of the valve.This is not, however, designed to be approached during
normal operation.
Part-turn actuators SG 05.1 – SG 12.1 / SGR 05.1 – SGR 12.1
AUMA NORM Operation instructions

3. Technical data
Part-turn actuators AUMA NORM require external controls. AUMA offers actuator controls AUMA MATIC AM or AUMATIC AC.
These can also easily be mounted to the actuator at a later date.
Features and functions
Type of duty 1) SG: Short time duty S2 - 15 min
SGR: Intermittent duty S4 - 25 %
Motors Standard: 3-ph AC asynchronous motor, type IM B9 according to IEC 34 (SG and SGR)
Options: 1-phase AC motor
DC shunt motor (SG only)
Insulation class Standard: F, tropicalized
Option: H, tropicalized (3-phase AC motors only)
Motor protection Standard: Thermoswitches (NC)
(DC motors without motor protection)
Option: PTC thermistors (according to DIN 44082)
Self-locking yes
Swing angle Standard: 80° to 110° adjustable between min. and max. value.
Options: 30° – 40°, 40° – 55°, 55° – 80°, 110° – 160°, 160° – 230° or 230° – 320°
Limit switching Counter gear mechanism for end positions CLOSED and OPEN
Standard: Tandem switch (2 NC and 2 NO) for each end position
Options: Single switch (1 NC and 1 NO) for each end position
switches galvanically isolated
Triple switch (3 NC and 3 NO) for each end position,
switches galvanically isolated
Intermediate position switch (DUO limit switching),
available for any intermediate position
Torque switching infinitely adjustable torque switching for direction OPEN and CLOSE
Standard: Single switch (1 NC and 1 NO) for each direction
Options: Tandem switch (2 NC and 2 NO) for each direction, switches galvanically isolated
Non-intrusive setting (option) Magnetic limit and torque transmitter MWG
(only possible in combination with actuator controls AUMATIC)
Position feedback signal,
analogue (options) Potentiometer or 0/4 – 20 mA (RWG) For further details see separate data sheet
Torque feedback signal,
analogue (option) Only in combination with magnetic limit and torque transmitter MWG and controls AUMATIC AC
Mechanical position indicator Continuous indication, adjustable indicator disc with symbols OPEN and CLOSED
Running indication (option) Blinker transmitter
Heater in switch compartment Standard: self-regulating PTC heater, 5 – 20 W, 110 – 250 V AC/DC
Options: 24 – 48 V AC/DC or 380 – 400 V AC
A resistance type heater (5 W, 24 V DC) is installed within the actuator in combination with
the actuator controls AM or AC.
Motor heater (option) 12.5 W
Manual operation Manual drive for setting and emergency operation, handwheel does not rotate during
electrical operation.
Option: Handwheel lockable
Electrical connection Plug/socket connector with screw type connection
Threads for cable glands Standard: NPT-threads
Options: Pg-threads, NPT-threads, G-threads
Terminal plan KMS TP 100/001 (basic version with 3-phase AC motor)
Splined coupling for connection
to the valve shaft Standard: Coupling without bore
Options: Machined coupling with bore and keyway, square bore or bore with two-flats
according to EN ISO 5211
Valve attachment Dimensions according to EN ISO 5211
1) Based on 68 °F ambient temperature and at an average load with running torque.
For 1-phase AC motors, please note: When reversing, a pause of at least 100 ms is required.
Part-turn actuators SG 05.1 – SG 12.1 / SGR 05.1 – SGR 12.1
Operation instructions AUMA NORM

Service conditions
Enclosure protection according
to EN 60 529 2) Standard: IP 67
Options: IP 68
IP 67-DS (Double Sealed)
IP 68-DS (Double Sealed)
(Double Sealed = additional protection of the interior of the housing
against ingress of dust and dirt when removing the plug)
Corrosion protection Standard: KN Suitable for installation in industrial units, in water or power plants
with a low pollutant concentration
Options: KS Suitable for installation in occasionally or permanently aggressive
atmosphere with a moderate pollutant concentration
(e.g. in wastewater treatment plants, chemical industry)
KX Suitable for installation in extremely aggressive atmosphere
with high humidity and high pollutant concentration
KX-G same as KX, however aluminium-free version (outer parts)
Finish coating Standard: Two-component iron-mica combination
Standard colour Standard: Dark grey (DB 702, similar to RAL 9007)
Option: Other colours are possible on request
Ambient temperature 3) Standard SG: – 20 to + 80 °C/ – 20 to + 175 °F (with 3-phase AC motor)
– 25 to + 70 °C / – 20 to + 158 °F(with 1-phase AC and DC motor)
Standard SGR: – 25 to + 60 °C/ – 20 to + 140 °F (with 3-phase AC motor)
Options: – 40 to + 60 °C – 40 to + 140 °F(low temperature)
– 50 to + 60 °C/ – 75 to + 140 °F (extreme low temperature)
(SG with 3-phase AC current only)
Lifetime SG 05.1/SG 07.1: 20,000 operating cycles (OPEN - CLOSE - OPEN) for 90°
SG 10.1: 15,000 operating cycles (OPEN - CLOSE - OPEN) for 90°
SG 12.1: 10,000 operating cycles (OPEN - CLOSE - OPEN) for 90°
SGR 05.1 – 12.1:4) min. 2.5 million operations (control steps)
Other information
EU Directives Electromagnetic Compatibility (EMC): (89/336/EEC)
Low Voltage Directive: (73/23/EEC)
Machinery Directive: (98/37/EC)
Reference documents Product description “Electric part-turn actuators SG”
Dimension sheets SG
Electrical data SG/SGR
2) For version in enclosure protection IP 68, higher corrosion protection KS or KX is strongly recommended Additionally, for enclosure protection IP 68, we
recommend to use the double sealed terminal compartment DS
3) Version with RWG min. – 40 °F (40 °C) and max. + 158 °F (70 °C)
4) The lifetime depends on the load and the number of starts. A high starting frequency will rarely improve the modulating accuracy. To reach the longest possible
maintenance and fault-free operation time, the number of starts per hour chosen should be as low as permissible for the process
Part-turn actuators SG 05.1 – SG 12.1 / SGR 05.1 – SGR 12.1
AUMA NORM Operation instructions

4. Transport, storage and packaging
4.1 Transport .For transport to place of installation, use sturdy packaging.
.Do not attach ropes or hooks to the handwheel for the purpose of lifting by
hoist.
.If part-turn actuator is mounted on valve, attach ropes or hooks for the
purpose of lifting by hoist to valve and not to part-turn actuator.
Fitting the ball handle: To avoid damage during transport, the ball handles are fitted to the inside of
the handwheel. Prior to commissioning, the ball handle has to be fitted in
the correct position.
.Remove cap nut (figure A).
.Pull out ball handle and re-insert in correct position.
.Fasten with cap nut.
.Remove label from the handwheel for fitting the ball handle.
4.2 Storage .Store in 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.
If part-turn actuators are to be stored for a long time (more than 6 months),
the following points must be observed additionally:
.Prior to storage: Protect uncoated surfaces, in particular the output drive
parts and mounting surface, with long-term corrosion protection agent.
.Check for corrosion approximately every 6 months. If first signs of corro-
sion show, apply new corrosion protection.
After mounting, connect part-turn actuator immediately to
electrical mains, so that condensation is prevented by the
heater.
4.3 Packaging Our products are protected by special packaging for the transport ex works.
The packaging consists of environmentally friendly materials which can
easily be separated and recycled.
We use the following packaging materials: wood, cardboard, paper, and
Polyurethane foam. For the disposal of the packaging material, we recom-
mend recycling and collection centers.
Part-turn actuators SG 05.1 – SG 12.1 / SGR 05.1 – SGR 12.1
Operation instructions AUMA NORM
Figure A
Cap nut
Ball handle
Ball handle

5. Manual operation The actuator may be operated manually for purposes of setting and
commissioning, and in case of motor failure or power failure.
Engaging manual operation: Manual operation is activated by pulling at the handwheel.A change-over is
not required. The handwheel does not rotate during motor operation.
.Turning the handwheel during motor operation results in
an extension or reduction of the operating time, depending
on the direction of rotation.
.It is not necessary to use an extension for manual opera-
tion. Excessive force may cause damage.
Disengaging manual operation: Release handwheel.
Handwheel has to engage.
Part-turn actuators SG 05.1 – SG 12.1 / SGR 05.1 – SGR 12.1
AUMA NORM Operation instructions

6. Mounting to valve .Prior to mounting, the part-turn actuator must be checked
for any damage. Damaged parts must be replaced by origi-
nal spare parts.
.After mounting, check part-turn actuator for damage to
paint finish. If damage to paint-finish has occurred after
mounting, it has to be touched up to avoid corrosion.
.For butterfly valves, the recommended mounting position is end position
CLOSED (Prior to mounting, bring the part-turn actuator to the mechan-
ical end stop CLOSED by turning the handwheel clockwise.).
.For ball valves, the recommended mounting position is end position
OPEN (Prior to mounting, bring the part-turn actuator to the mechanical
end stop OPEN by turning the handwheel counterclockwise.).
.Thoroughly degrease mounting faces of part-turn actuator and valve.
.Apply a small quantity of grease to the valve shaft.
.Place coupling sleeve onto valve shaft and secure
(refer to figure B, detail A or B), ensure that dimensions X, Y, and Z are
observed (refer to table 1).
.Apply non-acidic grease at splines of coupling.
.Fit actuator so that fixing holes in actuator and valve mounting flange are
in alignment.
If necessary, move actuator up or down one tooth on the coupling. If
required, turn handwheel/crank a little in direction OPEN or CLOSE until
holes align to the threads.
.Ensure that the spigot (if provided) mates uniformly in the recess and that
the mounting faces are in complete contact.
.Fasten the actuator with bolts of minimum strength class grade 5 using
lock washers. Fasten bolts evenly crosswise to the appropriate torque
according to table 1.
Part-turn actuators SG 05.1 – SG 12.1 / SGR 05.1 – SGR 12.1
Operation instructions AUMA NORM
A
X
B
Z
Y
Figure B
Coupling
Valve
Set screw
Type X max. Y max. Z max. Qty. x
threads
(UNC)
TA[ft lbs]
SG(R) 05.1-FA07 5 3 60 4 x 516 -18 19
SG(R) 07.1-FA07 7 3 60 4 x 516 -18 19
SG(R) 10.1-FA12 10 3 77 4 x 12- 13 78
SG(R) 12.1-FA12 10 6 100 4 x 12- 13 78
Conversion factor: 1 Nm corresponds to 1.3529 ft lbs.
Table 1: Dimensions for couplings/fastening torques for bolts

7. Electrical connection Work on the electrical system or equipment must only be
carried out by a skilled electrician himself or by specially
instructed personnel under the control and supervision of
such an electrician and in accordance with the applicable
electrical engineering rules.
7.1 Connection with AUMA plug/socket connector
.Check whether type of current, supply voltage, and frequency comply with
motor data (refer to name plate at motor).
.Loosen bolts (50.01) (figure 3) and remove plug cover.
.Loosen screws (51.01) and remove socket carrier (51.0) from plug cover
(50.0).
.Insert cable glands or conduit fittings suitable for connecting cables
(The enclosure protection stated on the name plate is only ensured if
properly sealed connections are made).
.Seal cable entries which are not used with sealed threaded plugs.
.Connect cables according to order-related terminal plan.
.The terminal plan applicable to the actuator is placed inside the terminal
compartment, the operation instructions are attached to the handwheel in
a weather-proof bag.
A special parking frame (figure C-2) for protection against touching the
uncoated contacts and against environmental influences is available.
7.2 Delay time The delay time is the time from the tripping of the limit or torque switches to
the motor power being removed. To protect the valve and the actuator, we
recommend a delay time < 50 ms. Longer delay times are possible provided
the operating time, output drive type, valve type, and the type of installation
are considered.
We recommend to switch off the corresponding contactor directly by the limit
or torque switch.
7.3 Reversal time Actuators operated via non AUMA supplied controls must include a
minimum reversal time delay of 100ms.
Part-turn actuators SG 05.1 – SG 12.1 / SGR 05.1 – SGR 12.1
AUMA NORM Operation instructions
Figure C-1: Connection
50.0
50.01
51.0
51.01
Technical data Power terminals1) Protective earth Control terminals
No. of contacts max. 6 (3 are used) 1 (leading contact) 50 pins/sockets
Marking U1, V1, W1, U2, V2, W2 1 to 50
Connecting voltage max. 750 V –250 V
Current max. 25 A –16 A
Type of customer connection Screws Screw for ring lug Screws
Cross section max. 6 mm2(10 AWG) 6 mm2(10 AWG) 2.5 mm2(12 AWG)
Material: Pin/socket carrier Polyamide Polyamide Polyamide
Contacts Brass (Ms) Brass (Ms) Brass, tin plated or gold plated (option)
1) Suitable for copper wires. For aluminium wires, please contact AUMA
Table 2: Technical data AUMA plug/socket connector
Figure C-2: Parking frame
(accessory)
Parking frame

7.4 Controls made by AUMA In case the required reversing contactors are not to be installed in the
control cabinet, the controls AUMA MATIC or AUMATIC can easily be
mounted to the actuator at a later date.
For enquiries and more information, please state our commission no.
(refer to actuator name plate).
7.5 Heater AUMA part-turn actuators have a heater installed as standard.To prevent
condensation, the heater must be connected.
7.6 Motor protection In order to protect against overheating and extreme high temperatures at
the actuator, PTC thermistors or thermoswitches are embedded in the motor
winding. The thermoswitch is tripped as soon as the max.permissible
winding temperature has been reached.
Failure to integrate PTC thermistors or thermoswitches into the control
circuit voids the warranty for the motor.
7.7 Remote position transmitter For the connection of remote position transmitters (potentiometer, RWG),
shielded cables must be used.
7.8 Limit and torque switches
Only the same potential can be switched on the two circuits (NC/NO
contact) of a limit or torque switch. If different potentials are to be switched
simultaneously, tandem switches are required.
To ensure correct actuator indicationss, the leading contacts of the tandem
switches must be used for that purpose and the lagging contacts for motor
switching off.
7.9 Fitting the cover After connection:
.Insert the socket carrier (51.0) into the plug cover (50.0) and fasten it with
screws (51.01).
.Clean sealing faces at the plug cover and the housing.
.Check whether O-ring is in good condition.
.Apply a thin film of non-acidic grease (e.g. Vaseline) to the sealing faces.
.Replace plug cover (50.0) and fasten bolts (50.01) evenly crosswise.
.Fasten cable glands with the specified torque to ensure the required
enclosure protection.
Part-turn actuators SG 05.1 – SG 12.1 / SGR 05.1 – SGR 12.1
Operation instructions AUMA NORM
RD
BK
RD
BK
BK 2
RD 2
BK
RD
BK 2
RD 2
BK
RD
TSC 1 / TSO 1
LSC 1 / LSO 1 TSC / TSO
L
SC /
L
SO
DSR 1 / DÖL 1
WSR 1 / WÖL 1 DSR / DÖL
WSR / WÖL
Figure 4
ISingle switch
II Tandem switch
SPDT
DPDT
Mechanical
life time = 2 x 106starts
Type of current Switch rating Imax
30 V 125 V 250 V
1-phase AC
(ind. load) cos phi = 0.8 5 A 5 A 5 A
DC
(resistive load) 2 A 0.5 A 0.4 A
with gold plated contacts min. 5 V, max. 50 V
Current min. 4 mA, max. 400 mA
Table 3: Technical data limit/torque switches
NO NC NC N
O

8. Setting the end stops for part-turn actuators on butterfly valves
For actuators on ball valves refer to page 13, section 9.
The settings can only be performed if the valve has not yet been mounted in
a pipeline. .If part-turn actuators are supplied without a valve:
hex. bolts (03, figure E) are not tightened.
.If part-turn actuators are supplied with a valve:
hex. bolts (03, figure E) are tightened.
End stops and limit switching should have already been
set and only have to be checked.
8.1 Setting end stop CLOSED .If hex. bolts (03, figure E) are tightened:
loosen by approx. 3 turns.
.Turn handwheel clockwise (closing direction), until valve is closed
(end position CLOSED).
Check whether end stop (10) has rotated, otherwise turn end stop (10)
clockwise up to the stop.
.In case end position CLOSED has been passed:
reverse several turns at the handwheel and approach end position again.
.Turn end stop (10) by 1/8 turn counterclockwise
(Protective cap (16) must not be loosened in the process.).
The end stops are designed for the protection of the valve.
They have to be set as to ensure that they are not used
during normal operation.
.Fasten hex. bolts (03) crosswise with torque 18.4 ft lbs.
8.2 Setting end stop OPEN The swing angle has been set in the factory. Therefore, the end stop OPEN
need not be set.
8.3 Setting limit switching
CLOSED After setting the end stop CLOSED, the limit switching for end position
CLOSED can be set immediately (page 16, section 13.12.). For this, the
switch compartment has to be opened and the indicator disc has to be
removed (refer to page 15, section 11.).
Part-turn actuators SG 05.1 – SG 12.1 / SGR 05.1 – SGR 12.1
AUMA NORM Operation instructions
16 10
03
Figure E: Setting end stop CLOSED

9. Setting the end stops for part-turn actuators on ball valves
For actuators on butterfly valves refer to page 12, section 8.
The settings can only be performed if the valve has not yet been mounted in
a pipeline. .If part-turn actuators are supplied without a valve:
hex. bolts (03, figure F) are not tightened.
.If part-turn actuators are supplied with a valve:
hex. bolts (03, figure F) are tightened.
End stops and limit switching should have already been
set and only have to be checked.
9.1 Setting end stop OPEN .If hex.bolts (03, figure F) are tightened:
loosen by approx. 3 turns.
.Turn handwheel counterclockwise (opening direction), until valve is open
(end position OPEN).
Check whether end stop (10) has rotated, otherwise turn end stop (10)
counterclockwise up to the stop.
.In case end position OPEN has been passed:
reverse several turns at the handwheel and approach end position OPEN
again.
.Turn end stop (10) by 1/8 turn clockwise.
(Protective cap (16) must not be loosened in the process).
The end stops are designed for the protection of the valve.
They have to be set as to ensure that they are not used
during normal operation.
.Fasten hex. bolts (03) crosswise with torque 18.4 ft lbs.
9.2 Setting end stop CLOSED The swing angle has been set in the factory. Therefore, the end stop
CLOSED need not be set.
9.3 Setting limit switching OPEN After setting the end stop OPEN, the limit switching for end position OPEN
can be set immediately (page 16, section 13.12.). For this, the switch
compartment has to be opened and the indicator disc has to be removed
(refer to page 15, section 11.).
Part-turn actuators SG 05.1 – SG 12.1 / SGR 05.1 – SGR 12.1
Operation instructions AUMA NORM
16 10
03
Figure F: Setting end stop OPEN

10. Changing the swing angle The swing angle only has to be changed if the swing range for setting the
end stops (sections 8. and 9.) is not sufficient.
Unless ordered otherwise, the swing angle is set to 90°.
In the standard version, the swing angle can be adjusted within the range of
80° to 110°.
For optional swing angle ranges, refer to Technical data, page 5.
10.1 Increasing the swing angle .Unscrew protective cap (16) (figure G).
.While holding end stop nut (2.4) in position with open end wrench
(19 mm), remove set screw (2.02).
.Turn end stop nut (2.4) counterclockwise.
Do not exceed dimension A max. (table 4).
.Move valve manually to the desired end position OPEN.
.Turn end stop nut (2.4) clockwise until it is tight up to the stop nut (7).
.Degrease face of set screw (2.02).
.Hold end stop nut in position (2.4) with open end wrench (19 mm) and
fasten set screw (2.02) with torque 85 Nm.
.Check O-ring (016) and replace if damaged.
.Replace protective cap (16).
10.2 Reducing the swing angle .Unscrew protective cap (16) (figure G).
.While holding end stop nut (2.4) in position
with open end wrench (19 mm), remove set screw (2.02).
.Move valve into the desired end position OPEN.
.Turn end stop nut (2.4) clockwise until it is tight up to the stop nut (7) and
do not fall below dimension A min.
.Degrease face of set screw (2.02).
.Hold end stop nut in position (2.4) with open end wrench (19 mm) and
fasten set screw (2.02) with torque 85 Nm.
.Check O-ring (016) and replace if damaged.
.Replace protective cap (16).
Part-turn actuators SG 05.1 – SG 12.1 / SGR 05.1 – SGR 12.1
AUMA NORM Operation instructions
16 2
.
4
2.02 016
Amin.
max.
7
Figure G: Setting the swing angle
Type A min. [mm] A max. [mm]
SG 05.1/SGR 05.1 10 22
SG 07.1/SGR 07.1 10 22
SG 10.1/SGR 10.1 817
SG 12.1/SGR 12.1 12 23
Conversion factor: 1 mm corresponds to 0.0394 inch
Table 4

11. Opening the switch
compartment To be able to carry out the following settings (sections 13.12. to 18.), the
switch compartment must be opened and the indicator disc must be
removed.
These settings are only valid for “clockwise closing”, i.e. driven shaft turns
clockwise to close the valve.
Work on the electrical system or equipment must only be
carried out by a skilled electrician himself or by specially
instructed personnel under the control and supervision of
such an electrician and in accordance with the applicable
electrical engineering rules.
11.1 Removing the cover from the switch compartment
.Remove 4 bolts and take off the cover at the switch compartment (figure H).
11.2 Pulling off the indicator disc .Pulling off the indicator disc (figure J). Open end wrench may be used as
lever.
Part-turn actuators SG 05.1 – SG 12.1 / SGR 05.1 – SGR 12.1
Operation instructions AUMA NORM
Figure H: Cover with indicator glass
DSR
WDR
Figure J: Pulling off the indicator disc
Indicator disc

12. Setting the limit switching
12.1 Setting end position CLOSED (black section)
.Turn handwheel clockwise until valve is closed.
.To prevent that the end stop is reached (due to overrun) before the limit
switch has tripped, turn handwheel 4 turns (overrun) in counterclockwise
direction. During test run check overrun and, if necessary, correct setting
of the limit switching.
.Press down and turn setting spindle A (figure K-1) with a flat blade screw
driver in direction of arrow, thereby observe pointer B.
While a ratchet is felt and heard, the pointer B moves 90° every time.
When pointer B is 90° from mark C, continue turning slowly.
When pointer B has reached the mark C, stop turning and release setting
spindle.If you override the tripping point inadvertently (ratchet is heard
after the pointer has snapped), continue turning the setting spindle in the
same direction and repeat setting process.
12.2 Setting end position OPEN (white section)
.Turn handwheel counterclockwise until valve is open.
.To prevent that the end stop is reached (due to overrun) before the limit
switch has tripped, turn handwheel 4 turns (overrun) in clockwise direction.
During test run check overrun and, if necessary, correct setting of the limit
switching.
.Press down and turn setting spindle D (figure K-1) with a flat blade screw
driver in direction of arrow, thereby observe pointer E.
While a ratchet is felt and heard, the pointer E moves 90° every time.
When pointer E is 90° from mark F, continue turning slowly.
When pointer E has reached the mark F, stop turning and release setting
spindle.If you override the tripping point inadvertently (ratchet is heard
after the pointer has snapped), continue turning the setting spindle in the
same direction and repeat setting process.
12.3 Checking the limit switches The red test buttons T and P (figure K-1) are used for manual operation of
the limit switches.
.Turning T in direction of the arrow LSC (WSR) triggers limit switch
CLOSED.
.Turning P in direction of the arrow LSO (WÖL) triggers limit switch OPEN.
Part-turn actuators SG 05.1 – SG 12.1 / SGR 05.1 – SGR 12.1
AUMA NORM Operation instructions
Figure K-1: Control unit
A
T
B
C
D
P
E
F

13. Setting the DUO limit switching (option)
Any application can be switched on or off via the two intermediate position
switches.
For setting, the switching point (intermediate position) must
be approached from the same direction as afterwards in
electrical operation.
13.1 Setting direction CLOSE (black section)
.Move valve to desired intermediate position.
.Press down and turn setting spindle G (figure K-2) with a flat blade screw
driver
(5 mm) in direction of arrow, while observing pointer H.
While a ratchet is felt and heard, the pointer H moves 90° every time.
When pointer H is 90° from mark C, continue turning slowly.
When pointer H has reached the mark C, stop turning and release setting
spindle.If you override the tripping point inadvertently (ratchet is heard
after the pointer has snapped), continue turning the setting spindle in the
same direction and repeat setting process.
13.2 Setting direction OPEN
(white section) .Move valve to desired intermediate position.
.Press down and turn setting spindle K (figure K-2) with a flat blade screw
driver in direction of arrow, while observing pointer L.
While a ratchet is felt and heard, the pointer L moves 90° every time.
When pointer L is 90° from mark F, continue turning slowly.
When pointer L has reached the mark F, stop turning and release setting
spindle.If you override the tripping point inadvertently (ratchet is heard
after the pointer has snapped), continue turning the setting spindle in the
same direction and repeat setting process.
13.3 Checking the DUO
limit switches The red test buttons T and P (figure K-1) are used for manual operation of the
DUO limit switches.
.Turning T in direction of the arrow TSC (DSR) triggers DUO limit switch CLOSED.
The torque switch CLOSED is actuated at the same time.
.Turning P in direction of the arrow TSO (DOEL) triggers DUO limit switch OPEN.
The torque switch OPEN is actuated at the same time.
Part-turn actuators SG 05.1 – SG 12.1 / SGR 05.1 – SGR 12.1
Operation instructions AUMA NORM
Figure K-2: Control unit
G
T
H
C
K
P
L
F

14. Setting the torque switching
14.1 Setting .The set torque must suit the valve!
.This setting must only be changed with the consent of the
valve manufacturer!
.Loosen both lock screws O at the torque dial (figure L).
.Turn torque dial P to set it to the required torque (1 da Nm = 10 Nm).
Example:
Figure L shows the following setting:
90 ft lbs.for direction CLOSE
95 ft lbs.for direction OPEN
.Tighten lock screws O again
.The torque switches can also be operated in manual
operation.
.The torque switching acts as overload protection over full
travel, also when stopping in the end positions by limit
switching.
14.2 Checking the torque switches The red test buttons T and P (figure K-1) are used for manual operation of
the torque switches:
.Turning T in direction of the arrow TSC (DSR) triggers torque switch
CLOSED.
.Turning P in direction of the arrow TSO (DOEL) triggers torque switch
OPEN.
.If a DUO limit switching (optional) is installed in the actuator, the interme-
diate position switches will be operated at the same time.
Part-turn actuators SG 05.1 – SG 12.1 / SGR 05.1 – SGR 12.1
AUMA NORM Operation instructions
Ft.Lbs
Ft.Lbs
70
80
100
110
90
110
100
80
70
90
Figure L: Torque switching heads
Setting CLOSED Setting OPEN
OO
P
O

15. Test run
15.1 Checking the
direction of rotation .Place indicator disc on shaft.
The direction of rotation of the indicator disc (figure M) indicates the direc-
tion of rotation of the output drive.
.Move actuator manually to intermediate position or to sufficient distance
from end position.
.Switch on actuator in running direction CLOSE and observe the direction
of rotation:
If the indicator disc turns clockwise, the direction of rotation is correct.
If the direction of rotation is wrong, switch off immediately
Correct phase sequence at motor connection. Repeat test run.
15.2 Checking the limit switching .Move actuator manually into both end positions of the valve.
.Check whether limit switching is set correctly. Hereby observe that the
appropriate switch is tripped in each end position and released again after
the direction of rotation is changed. If this is not the case, the limit
switching must first be set, as described from page 16.
If no other options (sections 16. to 18.) require setting:
.Close switch compartment (see page 24, section 19.).
Part-turn actuators SG 05.1 – SG 12.1 / SGR 05.1 – SGR 12.1
Operation instructions AUMA NORM
Figure M: Indicator disc
OPEN CLOSED

16. Setting the potentiometer (option)
— For remote indication —
.Move valve to end position CLOSED.
.Pull off indicator disc.
.Turn potentiometer (E2) counterclockwise until stop is felt.
End position CLOSED corresponds to 0 %, end position OPEN to 100 %.
.Turn potentiometer (E2) back a little.
Due to the ratio of the reduction gearings for the position
transmitter, the complete resistance range is not always
utilized for the whole travel. Therefore, an external possi-
bility for adjustment (setting potentiometer) must be
provided.
.Perform fine-tuning of the zero point at external setting potentiometer
(for remote indication).
Part-turn actuators SG 05.1 – SG 12.1 / SGR 05.1 – SGR 12.1
AUMA NORM Operation instructions
Figure N: Control unit
E2