Baelz Automatic 373-E07 User manual
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BA_373-E07_04_DEF_MJ_1821
Operating Instructions BA 373-E07
Motorized Linear Actuator baelz 373-E07
Technical specications subject to change without notice Copyright according to ISO 16016
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Motorized Linear Actuator baelz 373-E07
Table of Contents
1. SAFETY 4
1.1 Intended use 4
1.2 Instructions for the operator 4
1.3 Personnel 5
1.4 Before starting work 5
1.5 During operation 5
1.5.1 Transport, installation and assembly 5
1.5.2 Maintenance and repair 5
1.6 Working environment 5
2. PRODUCT DESCRIPTION 6
2.1 Identication 6
2.2 Motorized linear actuator 6
2.3 TechnicalSpecications 7
2.4 Options and Extras 8
2.5 Type name 8
2.6 Operating conditions 9
3. TRANSPORT AND STORAGE 9
4. ASSEMBLY 10
4.1 Fitting position 10
4.2 Assembly with the valve 11
4.3 Principle of operation 12
4.3.1 Manual adjustment 12
4.4 Electrical connection 13
4.5 Carrying out the electrical connection 13
5. COMMISSIONING 14
5.1 Test run 14
5.1.1 Checking the direction of rotation 14
6. RETROFITTING OF OPTIONAL EXTRAS 15
6.1 Fitting a potentiometer 15
6.2 Fitting 2 additional, travel-dependent limit switches (2EZ) 16
6.2.1 Adjusting the switching points 17
6.3 Fitting a potentiometer to the 2EZ assembly 18
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Motorized Linear Actuator baelz 373-E07
7. DIGITAL POSITIONER 7020 19
7.1 Intended use 19
7.2 Operational modes and operating options 20
7.2.1 Standard operation using DIP switches 20
7.2.2 Standard operation using Modbus VT100 or direct addressing 20
7.2.3 Modbus mode 20
7.2.4 Normal and safety modes 20
7.2.5 Safety mode: freeze protection and excessive temperature 20
7.2.6 3-point control with a continuous output signal 21
7.3 Wiring diagrams and terminal allocation 22
7.3.1 Wiring diagrams 22
7.3.2 Terminal allocation 23
7.4 CongurationoftheDIPswitches 24
7.4.1 Details on DIP switches 25
7.5 Commissioning 27
7.5.1 Quick start guide 27
7.5.2 Initialization run 27
7.5.3 Meaning of LED signals 28
7.6 Errors 29
7.6.1 Errors after an initialization run 29
7.6.2 Errors during normal positioner operation 30
7.7 TechnicalSpecications 31
7.8 Accessories and options 31
8. SPARE PARTS 32
9. DECOMMISIONING AND DISPOSAL 34
10. TROUBLESHOOTING 34
10.1 Checklist for operational malfunctions 35
11. DIMENSIONAL DRAWINGS 36
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Motorized Linear Actuator baelz 373-E07
1. SAFETY
Read these operating instructions, in particular the following safety instructions, carefully
before installation and operation.
Beware
Potentially hazardous situation that could result in minor injury.
Also indicates a hazard that may result in property damage.
Beware
Caution
Potentially harmful situation in which the product or an object in its
vicinity may be damaged.
Caution
Danger
Imminent danger of death or serious injury.
Danger
Warning
Potentially hazardous situation that may result in death or serious injury.
Warning
Application instructions and other useful information.
1.1 Intended use
Baelz 373-E07 motorized linear actuators are controlled by three-point control or constant
control in combination the digital positioner baelz 7020. The linear actuators of the series
described in this document are intended for the stroke adjustment of valves.
Toensuretheirintendeduse,makesurethattheabovetypeidenticationcomplieswith
the nameplate of the linear actuators before starting any activities. The actual technical
specicationsofthelinearactuatorsandthepowersupplyrequirementsarethespecications
indicated on the nameplate.
Anyuseotherthantheintendedusementionedabove,dierenttasks,andoperationwithother
power sources than those permitted, is considered to be improper use. In case of improper
use, the operator shall be solely liable for the risk presented to persons and the device as well
as other property!
Intended use also includes compliance with accident prevention and DIN VDE regulations as
well as safe working practices for all measures described in these operating instructions, taking
into account the usual technical regulations.
1.2 Instructions for the operator
Always keep the operating instructions available at the place where the actuator is used!
During installation, operation and maintenance, observe the applicable occupational safety,
accident prevention and DIN VDE regulations. If necessary, observe additional regional, local
or internal safety regulations.
Make sure that every person entrusted with one of the measures described in these operating
instructions has read and understood these instructions.
Tip:
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Motorized Linear Actuator baelz 373-E07
1.3 Personnel
Onlyqualiedpersonnelmayworkonthislinearactuatororinitsvicinity.Qualiedpersons
are deemed to be persons who are familiar with the installation, assembly, commissioning and
operationormaintenanceoftheactuatorsandhavetheappropriatequalicationsfortheirjob.
Necessaryorprescribedqualicationsinclude,butarenotlimitedto:
●Training / instruction and the authorization to switch electric circuits and devices /
systemsonandoinaccordancewithEN60204(DINVDE0100/0113)andthe
technical safety standards
●Training or instruction in the care and use of appropriate safety and work protection
equipmentinaccordancewithsafetytechnologystandards.
●First aid training.
Work in a safe manner and avoid any operation that would endanger the safety of persons or
damage the linear actuator or other property in any way.
1.4 Before starting work
Beforecarryingoutanywork,checkwhetherthetypesspeciedherecorrespondtothe
information on the name plate of the actuator:
baelz 373-E07
1.5 During operation
Safe operation is only possible if transport, storage, assembly, operation and maintenance is
carried out in a safe, proper and professional manner.
1.5.1 Transport, installation and assembly
Observe the general installation and safety regulations for heating, ventilation, air conditioning
andpipingsystems.Usetoolsonlyfortheirintendedpurpose.Weartherequiredpersonaland
otherprotectiveequipment.
1.5.2 Maintenance and repair
Prior to maintenance or repair, make sure that the linear actuator is disconnected from power
byqualiedpersonnelinaccordancewithDINVDEstandards.TheE07isalowmaintenance
linear actuator. Depending upon usage, it may be necessary to occasionally grease the
actuator spindle with „Gleitmo 805“.
1.6 Working environment
Notetheinformationonworkingenvironmentinthetechnicalspecications.
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Motorized Linear Actuator baelz 373-E07
Eachactuatorhasanameplateshowingspecicationsregardingthemaximumoperating
conditionsofthedeviceandaunique,order-relatedserialnumber.
Fig. 1: Baelz nameplate for motorized actuators
2. PRODUCT DESCRIPTION
2.1 Identication
Table 1. Key to nameplate, baelz 373-E07
Serie serial number of actuator
F N actuating force
v mm/min actuator speed
s mm stroke
t s stroke time
U V / Hz supply voltage
P VA power consumption
Tamb °C ambient temperature
Xbuilt-in extras (eg. potentiometer)
IP42 ingress protection rating acc. to EN 60529
superscript 1and 2Actuatorspeedandpowerconsumptiondependonsupplyfrequency(Hz).
2.2 Motorized linear actuator
The baelz 373-E07 is a motorized linear actuator with load-dependent limit switches. The
actuators are designed for highly accurate positioning in an industrial environment. They come
complete with a manual adjustment device and a wide range of options and additional extras is
available.
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Motorized Linear Actuator baelz 373-E07
2.3 Technical Specications
1)At60Hzthepositioningspeedandpowerconsumptionbothincreaseby20%.
2)Othersupplyvoltagesavailableuponrequest.CongurationoptionsareindicatedintheBaelzpricelist.
Table 2. Technical Specifications, baelz 373-E07
E07-20-06-S21/L E07-20-18-S21/L E07-07-130-S21/L
Actuating force N 2000 2000 700
Positioning speed 1) mm/min 6 18 130
Supply voltage 2) 24V/115V/230V50/60Hz±10%
Power consumption (230 V) VA 11.7
Operating mode acc. to IEC 34-1 S1-100%
Type of motor synchronous motor (syn)
Motor protection stall-proof motor (B))
Maximum stroke mm 44
Cable glands 3x M20 x 1,5
Electrical connection internal terminal block, see wiring diagram for terminal allocation
Limit switches 2 load-dependent limit switches,
max. 250 V AC, max. 6 A
Fitting position asrequired,butnot"headdown"withtheactuatorbelowthevalve
Ambient temperature °C 0 to +50
Position indicator position of spindle coupling relative to indicator marks on yoke
Manual adjustment with (yellow) release button and manual adjuster
IP-rating according to EN 60529 IP 42
Trapezoidal thread Tr 10 x 3
Connection type yoke S21 / S21-L
Weight, approx. kg 2,2
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Motorized Linear Actuator baelz 373-E07
Table 3. Options and Extras, baelz 373-E07
Option / Extra Description Remarks
2EZ-V2 2 limit switches with position indicator
Mf-FgA Multiturn potentiometer А=200Ω,5kΩ,1kΩPleasespecify
resistance when ordering
2EZ-V2-FgA 2 limit switches with position indicator
and feedback potentiometer
7164-230
Built-in microprocessor controller
includingpotentiometer1-5kΩ
Supply:24V/115V/230V50/60Hz
order to match actuator!
7164-115
7064-24
7020-230
Digital positioner
Input / output signal:
0(2)...10 V / 0(4)...20mA
factory setting 0...10 V
Includes5kΩfeedbackpotentiometer
Supply:24V/115V/230V50/60Hz
7020-115
7020-24
MP373-E07-S21-L Ständeraufbau für Armaturen mit
Spindel-Ø 16 mm
Surcharge on top of basic price of
373-E07...S21
MP373-E07-Silf Silicone-free version
MP373-E07-KT9992 Mechanical travel limits
MP373-E07-RH Locking manual override
MP373-E07-IP65 Ingress protection rating IP65
MP373-E07-2RC 2 additional RC snubbers Fitted in actuator E07..., 230 V
2.4 Options and Extras
2.5 Type name
baelz 373 - E07 - 20 - 18 - S21
motorized linear actuator actuator type thrust positioning speed yoke type
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Motorized Linear Actuator baelz 373-E07
2.6 Operating conditions
The actuators are suitable for installation in industrial plants and in waterworks and power
plants with a low pollutant concentration.
When used outdoors, the actuator must be protected with an additional cover against
●rain
●direct sunlight
●strong draughts
●dust
3. TRANSPORT AND STORAGE
Risk of injury caused by failure to observe safety regulations!
Caution
● Weartherequiredpersonalandotherprotectiveequipment.
● Protectthelinearactuatorfromimpact,shock,vibrationandsimilarinuences.
●Store the linear actuator (or the complete actuator/valve assembly) in a dry place.
●Observe the transport and storage temperature limits of -20 to +60°C.
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Motorized Linear Actuator baelz 373-E07
4. ASSEMBLY
Make sure that the specications on the nameplate correspond to those in
the order documents!
4.1 Fitting position
Whenttingwiththeconnectingrodinhorizontalposition,tthelinearactuatorsuchthatthe
sides of the yoke are positioned one above the other in the vertical plane.
●Allow for about 140 mm space above the cover at the site of installation.
● Checktheworkenvironmentbeforettingtheactuatorandputtingitintooperation:
●Make sure that the valve is correctly installed. For detailed information, refer to the
valve's installation instructions.
●Determine the mounting position of the linear actuator. Do not mount linear actuators
"headdown"belowthevalve.
Attention
Fig. 2: Fitting position
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Motorized Linear Actuator baelz 373-E07
4.2 Assembly with the valve
Prior to assembly, check that:
● theoperatingconditionscomplytothespecicationsofthelinearactuator.
●the valve is complete (yoke on actuator or on valve).
●the connections on valve and actuator match.
The linear actuator is supplied with the spindle retracted.
Aslightadjustmentforttingofthecouplingcanbecarriedoutbyturningthespindle.
Fig. 3: Assembly with the valve
Ensure that the connecting rod of the actuator and the valve spindle are correctly aligned.
Misalignment can lead to power loss and premature wear.
When supplied with integrated potentiometer assembly, adjustment of the assembly may be
necessary.
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Motorized Linear Actuator baelz 373-E07
4.3 Principle of operation
Motorizedlinearactuatorstooperatecontrolvalvesforowregulationapplicationsincontrol
and process technology. The self-locking threaded spindle/spindle nut is driven by an electric
motor via a gearbox. This converts the rotary movement into a linear movement. Load-
dependent limit switches dictate the end positions
4.3.1 Manual adjustment
Manual adjustment may only be carried out when the motor is not in motion. To adjust, press
and hold the yellow release button and turn the manual adjuster until the desired position is
reached. As soon as the yellow release button is no longer depressed, the actuator follow the
signal from a control system or a built-in positioner.
Tip: If the manually set position is to be maintained, ensure that the input signal
from the control system or positioner is deactivated.
release button
manual adjuster
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Motorized Linear Actuator baelz 373-E07
4.4 Electrical connection
Risk of electric shock!
Danger
Use an appropriate power supply to ensure that no hazardous voltage can enter the
device during normal operation or in the event of a system failure or defective system
components.
Failure to heed this warning may result in death, serious injury or substantial material
damage.
For short-circuit protection and disconnection of the actuator from the power supply, fuses and
switch disconnectors must be provided on site. The current values for the rating depend on the
operating current of the motor (refer to the nameplate).
Theelectricalconnectionshouldonlybecarriedoutbytrained,qualiedpersonnel.
●Prior to connection, observe the instructions in this chapter.
●After connection, but before applying voltage, observe the instructions in the chapter
"Commissioning"(page14).
●When making the electrical connection, be sure that the power supply is turned OFF!
Ensure protection against unintentional reconnection to the power supply!
●For wiring and connection, observe the regulations for the construction of electric power
installations and the regulations of the local energy supplier!
● Checkcomplianceofthesupplyvoltageandfrequencywiththespecicationsonthe
nameplate of the actuator and on the nameplate of the actuator motor.
●Always select the cable cross section so as to match the actuator's power consumption
andtherequiredcablelength.Minimumcrosssectionofthecableforthislinear
actuator: 1 mm²
In case of malfunction:
Dangerous voltage if protective earth conductor is NOT connected! Risk of electric shock!
→Donotoperatethedeviceiftheprotectiveearthconductorisnotconnected!
Trapped wires can lead to short circuiting! Risk of electric shock and malfunction.
4.5 Carrying out the electrical connection
Risk of electric shock!
Danger
→Disconnectthedevicefromthepowersupplybeforeremovingcover.
Always use the wiring diagram on the inside of the cover or supplied with the actuator.
Replace the dummy plugs with cable glands.
1. Strip the cable as necessary.
2. Strip the ends of the individual wires.
3. Forexiblewires:UsewireendferrulesasspeciedinDIN46228.
4. Connectthewiresasshowninthejob-specicwiringdiagram.
The IP-rating shown on the nameplate is only valid if suitable cable glands are used.
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Motorized Linear Actuator baelz 373-E07
5. COMMISSIONING
Actuators which are supplied tted with a valve are set to the appropriate
valve stroke length. When an actuator with a 7020 digital positioner is tted
to a valve, an initialization run must be carried out to set up the actuator
according to the valve type.
Attention
5.1 Test run
5.1.1 Checking the direction of rotation
●Adjust the actuator manually to roughly the middle position.
●In direction of travel CLOSE, switch the actuator on and watch the direction of rotation.
● Ifthedirectionofrotationiswrong,switchoimmediately.
●Check wiring (jumpers).
●Repeat the test run.
Risk of electric shock!
Danger
Iftheswitchesintheactuatorarenotfactory-wired,checkproperswitchingoinendpositions:
With the cover removed, the linear actuator may only be operated briey for test runs or
when performing absolutely essential adjustments on electrical components, such as
potentiometer, limit switches or positioning electronics.
While performing this activity, there is unobstructed access to hazardous, live, exposed,
moving and rotating parts. Adjustments performed incorrectly or without exercising the
necessary caution may result in death, serious injury or substantial material damage.
Any operation of the linear actuator with the cover removed for a purpose other than
that described above is prohibited.
Pay attention to moving parts during tting and adjustment. Risk of injury
and substantial material damage.
Warning
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Motorized Linear Actuator baelz 373-E07
6. RETROFITTING OF OPTIONAL EXTRAS
Disconnect actuator from power supply before starting work!
Danger
6.1 Fitting a potentiometer
Set consists of:
● 1xpotentiometer,200Ω,1kΩor5kΩ
●1x Torx screw T20
.
● Toremovetheactuatorcover,loosenthe2TorxT20angedbuttonscrewsslightlyand
liftothecover(seeFig.4,above).
● Setthevalve/actuatortothe50%position(seesection4.3.1onmanualadjustment)
● Setthepotentiometertothe50%position.Todothis,turnthepotentiometershaftuntil
an endstop is reached, then turn it back by 5 rotations (of 10 in total).
●Fit the potentiometer spring into the slot in the white plastic insert, so that the
potentiometersitsushontheactuatorandthepotentiometermountingholeisaligned
with the mounting hole in the actuator (see Fig. 5, below.).
white plastic insert
with slot
spring tthespringintothe
slot
Fig. 4: E07 actuator with
cover removed
mounting holes
Fig. 5: Aligning the potentiometer
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Motorized Linear Actuator baelz 373-E07
6.2 Fitting 2 additional, travel-dependent limit switches (2EZ)
Set consists of:
●1x pinion
●1x 2EZ assembly
●3x Torx T10 button screws
●Fit the pinion into the white plastic insert on the actuator so that the raised part in the
baseoftheinserttsintotheslotonthelowerendofthepinion(Fig.8).
● Takealookatwherethepiniontsintotheundersideofthe2EZassembly(Fig.10).
Table 4. Number of gear teeth in 2EZ assembly depending on valve stroke
Valve stroke 12 16 22
Number of teeth, pinion z=11 z=9 z=7
Number of teeth, gear z=65 z=67 z=68
Fig. 6: Fixing the
potentiometer
Fig. 7: Wiring the
Potentiometer
●Fix the potentiometer with the Torx T20 button screw (Fig. 6, below)
●Lay the wiring between motor and terminal block assembly and wire the potentiometer
up:terminal91=red,terminal92=brown,terminal93=blue(Fig.7,below).
Trim the ferrules if necessary.
●Secure the wiring with cable ties.
Fig. 8: Pinion Fig. 9: 2EZ assembly Fig. 10: Pinion ts here
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Motorized Linear Actuator baelz 373-E07
Fig. 11: Put this screw
into place before
tting
Fig. 12: 2EZ assembly on
E07 actuator
Fig. 13: Tighten the
screws
Fig. 14: Adjusting the
switching cams
6.2.1 Adjusting the switching points
The 2EZ assembly has two pairs of cams, each of which activates a switch. For each switch,
two switching points can be set using its cam pair.
Inordertosetthedesiredswitchingpoints,settheactuatortotherstpositionandadjustone
ofthetwocamssothatitactivatestheswitchinthisposition(Fig.14).Ifrequired,thisprocess
may be repeated with a second actuator position and the other cam in the pair.
Wire up the outputs E1-E3 or E4-E6 (wiring diagram Fig. 15).
Fig. 15: Wiring diagram baelz 373-E07
with 2EZ and potentiometer
● Putoneofthe3TorxT10buttonscrewsintoplace,asaccesshereisdicultwhenthe
2EZ assembly is in place, see Fig. 11.
●Fit the 2EZ assembly onto the acutator so that the raised lip around the pinion hole sits
intheholeontheactuatorandthe3xingholesinthe2EZassemblyarealignedwith
thexingholesintheactuator(Fig.12).
●Fix the 2EZ assembly with the 3 Torx T10 button screws (Fig. 13).
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Motorized Linear Actuator baelz 373-E07
6.3 Fitting a potentiometer to the 2EZ assembly
Material:
● 1xPotentiometerassembly,200Ω,1kΩoder5kΩ(Fig.16).
Fig. 16: Potentiometer assembly
for 2 additional travel
limit switches
anti-rotation lever
● Setthevalve/actuatortothe50%position(seesection4.3.1onmanualadjustment)
● Setthepotentiometertothe50%position.Todothis,turnthepotentiometershaftuntil
an endstop is reached, then turn it back by just under half a rotation (of just under one
rotation in total).
●Place the potentiometer assembly onto the spindle of the 2EZ assembly, inserting the
black plastic sleeve of the 2EZ assembly into the hole in the anti-rotation lever. Connect
the earthing plug to the small metal connector next to the motor (Fig. 17).
earthing plug
connector bushing
plastic sleeve
earthing plug
Fig. 17: Fitting a potentiometer to the
2EZ assembly
anti-rotation lever
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Motorized Linear Actuator baelz 373-E07
●Tighten the lower grub screw in the connector bushing with a 1.5 mm Allen key. Check
that the top grub screw ist tight. Do not loosen the top grub screw.
●Connect the potentiometer to the terminal block of the actuator:
terminal91=red,terminal92=brown,terminal93=blue(Fig.19,below).
Trim the ferrules if necessary.
Fig. 18: Fixing the potentiometer with
the lower grub screw
connector bushing
Fig. 19: Wiring the
potentiometer
7. DIGITAL POSITIONER 7020
7.1 Intended use
The digital positioner baelz 7020 controls the actuator according to the value of the control
signal: 0(2)-10 V, 0(4)-20 mA
Toensureuseforthepurposeintended,checkthattheabovetypeidenticationcorresponds
tothenameplateonthepositionerbeforestartinganyactivities.Thetechnicalspecicationsof
thepositionerandthepowersupplyrequirementsaretheindicatedonthenameplate.
Anyuseotherthantheintendedusestatedabove,usefordierenttasks,andoperation
with other power sources than those permitted, is considered to be improper use. In case of
improper use, the operator shall be solely liable for the risk presented to persons and to the
device as well as to other property!
The intended use also comprises compliance with the accident prevention regulations and
the DIN VDE standards of the German Institute for Standardization and the Association for
Electrical, Electronic & Information Technologies. It also implies working in accordance with the
safetyrequirementswhenperformingallactivitiesdescribedintheseoperatinginstructions,
under consideration of general technical rules and regulations.
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Motorized Linear Actuator baelz 373-E07
7.2 Operational modes and operating options
For further information and additional functions, see baelz 7020 operating instructions.
7.2.1 Standard operation using DIP switches
TheDIPswitchescanbeusedtocarryoutstandardcongurationsandoperations(see
section 7.4).
When DIP switch 11 is set to 0, the 7020 is in the standard operational mode.
In standard mode, all DIP switches are active and the functions of the Baelz 7020 can be
individuallyadapted.Functionswhicharepredenedandunalterableinstandardmodeare
described in chapter 6.1 of the baelz 7020 operating instructions.
7.2.2 Standard operation using Modbus VT100 or direct addressing
In standard mode, the Baelz 7020 can be operated using Modbus VT100. For this, a virtual
7020 display and a virtual 7020 keypad are transmitted to a user interface. Modbus direct
addressing, e.g. from a building automation system, enables access to status information and
allowsoperationandconguration.(Seebaelz7020operatinginstructions,AppendixA).The
settings given by the DIP switches remain active. Values which are only relevant in Modbus
modecanbeadjustedinstandardmode,butonlytakeeectinModbusmode.
7.2.3 Modbus mode
When DIP switch 11 is set to 1, the Baelz 7020 is in Modbus mode. In Modbus mode, the
7020isatitsmostexibleandcanbeconguredandoperatedusingeitheraModbusVT100
or Modbus direct addressing, for example in a building automation system. See separate
operatinginstructions"Baelz7020DigitalPositioner-OperatingInstructionsforModbusmode"
7.2.4 Normal and safety modes
In normal mode the position of the valve is controlled by the set value at
analogueinputAI2.TheN↔Sswitchshowninthepictureontheright
is set to normal mode (N). In normal mode, no external control systems
can be connected to terminals 12 and 14.
7.2.5 Safety mode: freeze protection and excessive
temperature
In safety mode the actuator can be sent to a safe position (extended / retracted, depending on
the direction of action of the valve) in case of failure or malfunctioning of the microcontroller.
To operate the Baelz 7020 in connection with an external freeze protection and/or excessive
temperaturethermostat,settheN↔Sswitchtosafetymode(S).
Connect the freeze protection and/or excessive temperature thermostat according to desired
function and priority. Be sure to take the direction of action into account! See wiring diagrams
in the baelz 7020 operating instructions.
Tip:
Fig. 20: N↔S-switch
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