auna SA Series User manual

Control
Parallel
Profibus DP
Profinet
Modbus RTU
Modbus TCP/IP
→EtherNet/IP
Foundation Fieldbus
HART
Multi-turn actuators
SA 07.2 –SA 16.2
SAR 07.2 –SAR 16.2
Control unit: electronic (MWG)
with actuator controls
AC 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 (device integration) of actuator controls AC 01.2 EtherNet/IP
Reference documents can be downloaded from the Internet (www.auma.com) or ordered directly from AUMA
(refer to <Addresses>).
Table of contents Page
51. Safety instructions................................................................................................................. 51.1. Prerequisites for the safe handling of the product 51.2. Range of application 61.3. Applications in Ex zone 22 (option) 71.4. Warnings and notes 71.5. References and symbols
82. Identification........................................................................................................................... 82.1. Name plate 112.2. Short description
123. Transport and storage........................................................................................................... 123.1. Transport 143.2. Storage
164. Assembly................................................................................................................................ 164.1. Mounting position 164.2. Valve attachments 164.2.1. Design of output drive type A 164.2.2. Design of output drive types B and E 174.3. Handwheel fitting 184.4. Multi-turn actuator: mount to valve/gearbox 184.4.1. Stem nut for output drive type A: finish machining 194.4.2. Multi-turn actuator with output drive type A:mount 204.4.3. Multi-turn actuator with output drive type B:mount 214.5. Accessories for assembly 214.5.1. Stem protection tube for rising valve stem 224.6. Mounting positions of local controls 224.6.1. Mounting positions: modify
235. Electrical connection............................................................................................................. 235.1. Basic information 255.2. Overview of AUMA electrical connections 265.3. SJ electrical connection (AUMA plug/socket connector) 275.3.1. Terminal compartment (for mains connection): open 285.3.2. Cable connection
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SA 07.2 –SA 16.2 / SAR 07.2 –SAR 16.2 Control unit: electronic (MWG)
Table of contents AC 01.2 Non-Intrusive EtherNet/IP

295.3.3. Terminal compartment (for mains connection): close 305.3.4. Fieldbus terminal compartment: open 305.3.5. Industrial Ethernet cable:connect 315.3.6. Fieldbus terminal compartment: close 325.4. Compact version SF electrical connection for EtherNet/IP 335.4.1. Terminal compartment (for mains connection): open 345.4.2. Cable connection 355.4.3. Terminal compartment (for mains connection): close 365.4.4. Industrial Ethernet cable:connect 365.5. Accessories for electrical connection 365.5.1. Actuator controls on wall bracket 375.5.2. Parking frame 385.5.3. External earth connection
396. Operation................................................................................................................................ 396.1. Manual operation 396.1.1. Manual valve operation 406.2. Motor operation 406.2.1. Local actuator operation 416.2.2. Actuator operation from remote 416.3. Menu navigation via push buttons (for settings and indications) 426.3.1. Menu layout and navigation 436.4. User level, password 446.4.1. Password entry 446.4.2. Password change 456.5. Language in the display 456.5.1. Language change
477. Indications.............................................................................................................................. 477.1. Indications during commissioning 477.2. Indications in the display 487.2.1. Feedback indications from actuator and valve 507.2.2. Status indications according to AUMA classification 517.2.3. Status indications according to NAMUR recommendation 537.3. Indication lights of local controls 547.4. Optional indications 547.4.1. Mechanical position indication (self-adjusting) 547.4.2. Mechanical position indication via indicator mark (not self-adjusting)
558. Signals (output signals)......................................................................................................... 558.1. Status signals via output contacts (digital outputs) 558.1.1. Assignment of outputs 558.1.2. Coding the outputs 558.2. Analogue signals (analogue outputs)
569. Commissioning (basic settings)........................................................................................... 569.1. Type of seating: set 579.2. Torque switching: set 589.3. Limit switching: set 609.4. Connection between EtherNet/IP module and computer: check 619.5. EtherNet/IP module configuration 639.6. Test run 639.6.1. Direction of rotation at mechanical position indicator: check
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SA 07.2 –SA 16.2 / SAR 07.2 –SAR 16.2 Control unit: electronic (MWG)
AC 01.2 Non-Intrusive EtherNet/IP Table of contents

659.6.2. Direction of rotation at hollow shaft/stem: check 659.6.3. Limit switching: check
6710. Commissioning (settings/options in the actuator)............................................................. 6710.1. Switch compartment: open/close 6810.2. Mechanical position indicator (self-adjusting) 6810.2.1. Mechanical position indicator: set 6910.2.2. Gear stage of the reduction gearing: test/set 7010.3. Mechanical position indication via indicator mark (not self-adjusting) 7010.3.1. Mechanical position indicator: set 7110.3.2. Gear stage of the reduction gearing: test/set
7411. Corrective action.................................................................................................................... 7411.1. Faults during commissioning 7411.2. Fault indications and warning indications 7811.3. Fuses 7811.3.1. Fuses within the actuator controls 7911.3.2. Fuse replacement 7911.3.2.1. Replace fuses F1/F2 8011.3.2.2. Test/replace fuses F3/F4 8011.3.3. Motor protection (thermal monitoring)
8112. Servicing and maintenance................................................................................................... 8112.1. Preventive measures for servicing and safe operation 8212.2. Maintenance 8212.3. Disposal and recycling
8313. Technical data......................................................................................................................... 8313.1. Technical data Multi-turn actuators 8513.2. Technical data Actuator controls
9114. Spare parts............................................................................................................................. 9114.1. Multi-turn actuators SA(V) 07.2 –SA(V) 16.2/SAR(V) 07.2 –SAR(V) 16.2 9314.2. AC 01.2 actuator controls with SJ electrical connection 9514.3. AC 01.2 actuator controls SF compact
9715. Certificates.............................................................................................................................. 9715.1. Declaration of Incorporation and EU Declaration of Conformity
98Index........................................................................................................................................
101Addresses...............................................................................................................................
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SA 07.2 –SA 16.2 / SAR 07.2 –SAR 16.2 Control unit: electronic (MWG)
Table of contents AC 01.2 Non-Intrusive EtherNet/IP

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:
●Applicable configuration guidelines for network applications.
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,thehousingwarmsup andsurfacetemperatures> 60°C may
occur.To prevent possible burns, we recommend checking the surface temper-
ature using an appropriate thermometer and wearing protective gloves, prior
to working on the device.
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
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SA 07.2 –SA 16.2 / SAR 07.2 –SAR 16.2 Control unit: electronic (MWG)
AC 01.2 Non-Intrusive EtherNet/IP Safety instructions

●Service lifts according to EN 81-1/A1
●Escalators
●Continuous duty
●Buried service
●Continuous submersion (observe enclosure protection)
●Potentially explosive areas, with the exception of zone 22
●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. Applications in Ex zone 22 (option)
Actuators of the indicated series basically meet the requirements for applications in
dust hazardous locations of ZONE 22 in compliance with the ATEX directive
2014/34/EU.
To comply with all requirements of the ATEX directive, observe the following points:
●Actuators are marked with the explosion protection designation II3D... for use
in ZONE 22.
●Maximum surface temperature of actuators
- T150 °C for ambient temperatures up to +60 °C or
- T190 °C for ambient temperatures up to +80 °C.
Increased dust deposit on the equipment was not considered for the determin-
ation of the maximum surface temperature.
●The following conditions must be fulfilled to respect the maximum permissible
surface temperatures at the actuator:
- Respecting types of duty and technical manufacturer data
- Correct connection of thermal motor protection (thermoswitches or PTC
thermistor)
Table 1: Maximum
surface temperature
Tripping temperature
Thermal motor protection
Ambient temperature
T150 °C140 °Cup to +60 °C
T190 °C155 °Cup to +80 °C
●The connector may only be connected or disconnected when not live.
●The cable glands and cable entries used have to meet the requirements of
category II3D and must at least comply with enclosure protection IP67.
●The actuators must be connected by means of an external earth connection
(accessory part) to the equipotential earth bonding or integrated into an earthed
piping system.
●To ensure combustible dust hazard protection, seal hollow shaft against ingress
of dust:
- Using threaded plug (ref. no. 511.0) and appropriate seal
- Using metallic stem protection tube, protective cap and V-seal (ref.no.
568.1, 568.2, 568.3) for rising valve stem
●As a general rule, the requirements of IEC 60079 Parts 14 and 17 must be re-
spected in dust hazardous locations.During commissioning, service, and
maintenance, special care as well as qualified and trained personnel are required
for safe actuator operation.
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SA 07.2 –SA 16.2 / SAR 07.2 –SAR 16.2 Control unit: electronic (MWG)
Safety instructions AC 01.2 Non-Intrusive EtherNet/IP

1.4. 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.
1.5. 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.
Wiring diagram Texts extracted from other documents
Texts extracted from other documents are highlighted in a different font.For example
Wiring diagram.
➥Result of a process step
Describes the result of a preceding process step.
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SA 07.2 –SA 16.2 / SAR 07.2 –SAR 16.2 Control unit: electronic (MWG)
AC 01.2 Non-Intrusive EtherNet/IP Safety instructions

2. Identification
2.1. Name plate
Figure 1: Arrangement of name plates
[1] Actuator name plate
[2] Actuator controls name plate
[3] Motor name plate
[4] Additional plate, e.g. KKS plate (Power Plant Classification System)
Actuator name plate
Figure 2: 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] 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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SA 07.2 –SA 16.2 / SAR 07.2 –SAR 16.2 Control unit: electronic (MWG)
Identification AC 01.2 Non-Intrusive EtherNet/IP

Actuator controls name plate
Figure 3: Name plate for actuator controls (example)
[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 4: 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] Rated 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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SA 07.2 –SA 16.2 / SAR 07.2 –SAR 16.2 Control unit: electronic (MWG)
AC 01.2 Non-Intrusive EtherNet/IP Identification

Descriptions referring to name plate indications
Type designation Figure 5:Type designation (example)
1. Type and size of actuator
2. Flange size
Type and size
These instructions apply to the following devices types and sizes:
●SA.....= Type = Multi-turn actuator for open-close duty
Sizes and generation: 07.2, 07.6, 10.2, 14.2, 14.6, 16.2
●SAR.... = Type = Multi-turn actuator for modulating duty
Sizes and generation: 07.2, 07.6, 10.2, 14.2, 14.6, 16.2
●AC = Type = AC actuator controls
Size and generation:01.2
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 Germanand English), inspectioncertificate
and the operation instructions when entering the order number.
Actuator serial number Table 2:
Description of serial number (example of 0519MD12345)
MD123451905
Positions 1+2: Assembly in week = week 0505
Positions 3+4:Year of manufacture = 201919
Internal number for unambiguous product identificationMD12345
Actuator terminal plan Position 9 after TPA: Position transmitter version
I, Q = 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 3:
Control examples (indications on actuator controls name plate)
DescriptionInput signal
Control via EtherNet/IP interfaceEtherNet/IP
Control via EtherNet/IP interface and control voltage for OPEN - CLOSE
control via digital inputs (OPEN, STOP, CLOSE)
EtherNet/IP/24 V DC
Data Matrix code Whenregisteredas authoriseduser, youmay use 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.
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SA 07.2 –SA 16.2 / SAR 07.2 –SAR 16.2 Control unit: electronic (MWG)
Identification AC 01.2 Non-Intrusive EtherNet/IP

Figure 6: Link to AUMA Assistant App:
For further Service & Support, software/apps/...refer to www.auma.com.
2.2. Short description
AUMA multi-turn actuators SA 07.2 –SA 16.2/SAR 07.2 –SAR 16.2 are driven by
an electric motor and are capable of withstanding thrust in combination with output
drive type A.For manual operation, a handwheel is provided. Switching off in end
positions may be either by limit or torque seating.Actuator controls are required to
operate or process the actuator signals.
Actuator controls AC 01.2 actuator controls are used to operate AUMA actuators and are supplied
ready for use.The actuator controls may be mounted directly to the actuator or
separately on a wall bracket.
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).
Local controls/
AUMA CDT Operation, setting, and display can be performed directly at the actuator controls or
alternatively from REMOTE via a communication interface.
When set to local control, it is possible to
●operate the actuator via the local controls (push buttons and display) and perform
settings (contents of these instructions).
●read in or out data or modify and save settings via AUMA CDT software (ac-
cessory), using a computer (laptop or PC).The connection between computer
and actuator controls is wireless via Bluetooth interface (not included in these
instructions).
Intrusive - Non-Intrusive ●Intrusive version (control unit: electromechanical):
Limit and torque setting is performed via switches in the actuator.
●Non-Intrusive version (control unit: electronic):
Limit and torque setting is performed via the controls, without removal of actu-
ator or actuator controls covers.For this purpose, the actuator is equipped with
anMWG (magnetic limit and torquetransmitter), also capable to supplyanalogue
torque feedback signals/torque indication and analogue position feedback sig-
nals/position indication at the actuator controls output.
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SA 07.2 –SA 16.2 / SAR 07.2 –SAR 16.2 Control unit: electronic (MWG)
AC 01.2 Non-Intrusive EtherNet/IP Identification

3. Transport and storage
3.1. Transport
Actuator and actuator
controls For transport to place of installation, use sturdy packaging.
Hovering load!
Death or serious injury.
→Do NOT stand below hovering load.
→Attach lifting accessories 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 hooksforthe purposeof lifting
by hoist only to the gearbox using eyebolts and NOT to the actuator.
→Actuators mounted to actuator 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 7: Example: Lifting the actuator
Weights Table 4:
Weight for AC 01.2 actuator controls
Weight approx.[kg]with electrical connection type:
7AUMA plug/socket connector with screw-type connection
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SA 07.2 –SA 16.2 / SAR 07.2 –SAR 16.2 Control unit: electronic (MWG)
Transport and storage AC 01.2 Non-Intrusive EtherNet/IP

Table 5:
Weights for multi-turn actuators SA 07.2 –SA 16.2 / SAR 07.2 –SAR 16.2
with 3-phase AC motors
Weight2)
Motor type1)
Type designation
Actuator approx. [kg]
19VD...SA 07.2/
SAR 07.2 20AD...
20VD...SA 07.6/
SAR 07.6 21AD...
22VD...SA 10.2/
SAR 10.2 25AD...
44VD...SA 14.2/
SAR 14.2 48AD...
46VD...SA 14.6/
SAR 14.6 53AD...
67VD...SA 16.2/
SAR 16.2 83AD...
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 6:
Weights for multi-turn actuators SA 07.2 –SA 16.2 / SAR 07.2 –SAR 16.2
With 1-phase AC motors
Weight2)
Motor type1)
Type designation
Actuator approx. [kg]
21VB...SA 07.2/
SAR 07.2 21VE...
28AE...
21VB...SA 07.6/
SAR 07.6 25VE...
28AE...
37AC...
28VE...48-4...SA 10.2/
SAR 10.2 31VE...48-2...
40AC... 56-4...
43AC... 56-2...
59VE...SA 14.2/
SAR 14.2 61VC...
63AC...
63VE...SA 14.6/
SAR 14.6 66VC...
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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SA 07.2 –SA 16.2 / SAR 07.2 –SAR 16.2 Control unit: electronic (MWG)
AC 01.2 Non-Intrusive EtherNet/IP Transport and storage

Table 7:
Weights for multi-turn actuators SA 07.2 –SA 16.2 / SAR 07.2 –SAR 16.2
With DC motors
Weight2)
Motor type1)
Type designation
Actuator approx. [kg]
29FN... 63-...SA 07.2/
SAR 07.2 32FN... 71-...
30FN... 63-...SA 07.6/
SAR 07.6 44FN... 80-...
33FN... 63-...SA 10.2/
SAR 10.2 36FN... 71-...
56FN... 90-...
68FN... 71-... / FN... 80-...SA 14.2/
SAR 14.2 100FN... 90-...
76FN... 80-... / FN... 90-...SA 14.6/
SAR 14.6 122FN... 112-...
123FN... 100-...SA 16.2/
SAR 16.2
Refer to motor name plate1) Indicated weight includes AUMA NORM multi-turn actuator with DC motor, electrical connection in
standard version, output drive type B1 and handwheel.For other output drive types, heed additional
weights.
2)
Table 8:
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 9:
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
3.2. 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.
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SA 07.2 –SA 16.2 / SAR 07.2 –SAR 16.2 Control unit: electronic (MWG)
Transport and storage AC 01.2 Non-Intrusive EtherNet/IP

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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SA 07.2 –SA 16.2 / SAR 07.2 –SAR 16.2 Control unit: electronic (MWG)
AC 01.2 Non-Intrusive EtherNet/IP Transport and storage

4. Assembly
4.1. 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).
4.2. Valve attachments
Table 10: Overview on output drive types AssemblyDescriptionApplicationValve attachment
➭page 19, Multi-turn actuator with
output drive type A: mount
➭page 16, Design of output drive type
A
●for rising, non-rotating valve stem
●capable of withstanding thrust
A
➭page 20, Multi-turn actuator with
output drive type B: mount
➭page 16, Design of output drive types
B and E
●for rotating, non-rising valve stem
●not capable of withstanding thrust
B, B1 –B4
E
4.2.1. Design of output drive type A
Output mounting flange [1] with axial bearing stem nut [2] form one unit.Torque is
transmitted to valve stem [3] via stem nut [2].
Figure 8: Design of output drive type A
[1] Output mounting flange
[2] Stem nut with dog coupling
[3] Valve stem
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.
4.2.2. Design of output drive types B and E
Connection between hollow shaft and valve or gearbox via output drive sleeve fixed
to the hollow shaft of the multi-turn actuator via retaining ring.
When exchanging the output drive sleeve, later retrofitting to a different output drive
type is possible
●Output drive types B and E: Output drive sleeve with bore according to DIN
3210
●Output drive types B1 –B4:Output drive sleeve with bore according to EN ISO
5210
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SA 07.2 –SA 16.2 / SAR 07.2 –SAR 16.2 Control unit: electronic (MWG)
Assembly AC 01.2 Non-Intrusive EtherNet/IP

Figure 9: Output drive type B
[1] Flange multi-turn actuator (e.g. F07)
[2] Hollow shaft
[3] Output drive sleeve (illustration examples)
[3] B/B1/B2 and [3]* B3/B4/E, respectively with bore and keyway
[4] Gearbox/valve shaft with parallel key
Information Spigot at valve flanges should be loose fit.
4.3. Handwheel fitting
For transport reasons, handwheels with a diameter of 400 mm and larger are supplied
separately within the scope of delivery.
Figure 10: Handwheel
[1] Spacer
[2] Input shaft
[3] Handwheel
[4] Retaining ring
1. If required, fit spacer [1] on input shaft [2].
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SA 07.2 –SA 16.2 / SAR 07.2 –SAR 16.2 Control unit: electronic (MWG)
AC 01.2 Non-Intrusive EtherNet/IP Assembly

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.
4.4. Multi-turn actuator: mount to valve/gearbox
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.
4.4.1. Stem nut for output drive type A: finish machining
This working step is only required if stem nut is supplied unbored or with pilot bore.
Information For exact product version, please refer to the order-related technical data sheet or
the AUMA Assistant App.
Figure 11: Output drive type A
[1] Stem nut
[2] Axial needle roller bearing
[2.1] Axial bearing washer
[2.2] Axial needle roller and cage assembly
[3] Spigot ring
Procedure 1. Remove spigot ring [3] from output drive.
2. Remove stem nut [1] together with axial needle roller bearings [2].
3. Remove axial bearing washers [2.1] and axial needle roller and cage assemblies
[2.2] from stem nut [1].
4. Drill and bore stem nut [1] and cut thread.
5. Clean the machined stem nut [1].
6. Apply sufficient Lithium soap EP multi-purpose grease to axial needle roller and
cage assemblies [2.2] and axial bearing washers [2.1], ensuring that all hollow
spaces are filled with grease.
7. Place greased axial needle roller and cage assemblies [2.2] and axial bearing
washers [2.1] onto stem nut [1].
18
SA 07.2 –SA 16.2 / SAR 07.2 –SAR 16.2 Control unit: electronic (MWG)
Assembly AC 01.2 Non-Intrusive EtherNet/IP

8. Re-insert stem nut [1] with axial needle roller bearings [2] into output drive.
9. Screw in spigot ring [3] until it is firm against the shoulder.
4.4.2. Multi-turn actuator with output drive type A: mount
Figure 12: Assembly of output drive type A
[1] Valve stem
[2] Output drive type A
[3] Screws to actuator
[4] Valve flange
[5] Screws to output drive
Procedure 1. If output drive type A is already mounted to the multi-turn actuator: Loosen
screws [3] and remove output drive type A [2].
2. Apply a small quantity of grease to the valve stem [1].
3. Place output drive type A on valve stem and turn until it is flush on the valve
flange.
4. Turn output drive type A until alignment of the fixing holes.
5. Screw in fastening screws [5], however do not completely tighten.
6. Fit multi-turn actuator on the valve stem so that the stem nut dogs engage into
the output drive sleeve.
➥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 11:
Tightening torques for screws
Tightening torque [Nm]Threads
Strength class A2-80/A4–80
10M6
24M8
48M10
82M12
200M16
392M20
10. Turn multi-turn actuator with handwheel in direction OPEN until valve flange
and output drive type A are firmly placed together.
19
SA 07.2 –SA 16.2 / SAR 07.2 –SAR 16.2 Control unit: electronic (MWG)
AC 01.2 Non-Intrusive EtherNet/IP Assembly

11. Tighten fastening screws [5] between valve and output drive type A crosswise
applying a torque according to table.
4.4.3. Multi-turn actuator with output drive type B: mount
Figure 13: Mounting output drive types B
[1] Multi-turn actuator
[2] Valve/gearbox
[3] Valve/gearbox shaft
Procedure 1. Check if mounting flanges fit together.
2. Check if output drive of multi-turn actuator [1] matches the output drive of
valve/gearbox or valve/gearbox valve shaft [2/3].
3. Apply a small quantity of grease to the valve or gearbox shaft [3].
4. Place multi-turn actuator [1] and ensure that the spigot fits uniformly in the recess
and that the mounting faces are in complete contact.
5. Fasten multi-turn actuator with screws according to table.
Information: We recommend applying liquid thread sealing material to the
screws to avoid contact corrosion.
6. Fasten screws crosswise to a torque according to table.
Table 12:
Tightening torques for screws
Tightening torque [Nm]Threads
Strength class A2-80/A4–80
10M6
24M8
48M10
82M12
200M16
392M20
20
SA 07.2 –SA 16.2 / SAR 07.2 –SAR 16.2 Control unit: electronic (MWG)
Assembly AC 01.2 Non-Intrusive EtherNet/IP
This manual suits for next models
15
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