Emerson BETTIS E796 2000 M2CP User manual

Installation and Maintenance
Part Number: E2K-402-0313, Rev. A
Release: Mar 2013
Manual E796 2000 M2CP
READ THIS MANUAL COMPLETELY
When communicating with BETTIS for replacement parts or for technical questions, we MUST have
actuator nameplate information, including Job, Serial, and Model numbers. This allows us to check
records of BETTIS equipment furnished.
When ordering parts, specify repair part by BETTIS part number and description from drawings
furnished with actuator.
BETTIS Parts Department Fax [phone]

I
Installation and Maintenance
Part Number: E2K-402-0313, Rev. A
Table of Contents
Mar 2013
Table of Contents
Table of Contents
Section 1: Introduction .........................................................1
1.1 DO ............................................................................................................... 1
1.2 DON'T ........................................................................................................... 1
1.3 Lubrication.................................................................................................... 1
1.4 Maintenance ................................................................................................. 2
1.5 Pressure Relief............................................................................................... 2
1.6 Short Term Storage ....................................................................................... 2
1.7 Long Term Storage (Stored more than one year from shipment) ................... 3
Section 2: M2CP Electrical Hook-Up ......................................4
2.1 Electrical Hook-Up ........................................................................................ 4
Section 3: Assembly To Valves ...............................................5
3.1 Threaded Valve Stem .................................................................................... 5
3.2 Quarter Turn Valve ........................................................................................ 7
Section 4: Limit Switch Setting Instructions ..........................9
4.1 TO SET OPEN LIMIT SWITCH (LSO)................................................................. 9
4.2 SET (LSC) CLOSE LIMIT SWITCH ................................................................... 11
4.3 TO SET INTERMEDIATE SWITCH (LSA OR LSB), if included. ........................... 12
4.4 TORQUE SEATED VALVES............................................................................. 12
4.5 TORQUE SWITCH CALIBRATION .................................................................. 12
4.6 To Set Open Torque Switch (TSO)................................................................ 13
4.7 Torque Switch Rotation Limit ...................................................................... 13
Section 5: Multi-turn Actuators ..........................................14
5.1 Calibration .................................................................................................. 14
5.2 Quarter-Turn Model P, Q, R & M ................................................................... 15
Section 6: Futronic II 83957 .................................................16
6.1 Calibration .................................................................................................. 16
Section 7: M2CP Wiring Diagram Symbols ..........................18
Section 8: Troubleshooting ................................................20

Installation and Maintenance
Part Number: E2K-402-0313, Rev. A Mar 2013
1
Section 1: Introduction
Introduction
Section 1: Introduction
1.1 DO
1. Do follow proper storage procedures. Improper storage will void warranty.
2. DANGER: Do check for proper motor rotation. If valve goes in the wrong
direction when button is pushed, you have no torque or limit protection. Either
incoming power or motor wiring must be reversed.
3. Do read and follow procedures before attempting to energize actuator.
4. Do cut off electric power before opening switch compartment.
5. Do install pressure relief vent in highest point of gearbox.
6. Do use stem covers of sufcient length to protect valve stem.
7. Do clean Electrical Enclosure flange thoroughly & lightly grease before closing.
8. Do secure all Electrical bolts.
9. Do follow an annual maintenance procedure.
10. Do use caution when working on, with, or around valves and actuators. You are
dealing with high pressures, forces, voltages and ammable or toxic media.
1.2 DON'T
1. Don't Start-up without reading this manual.
2. Don’t stack actuators.
3. Don’t store actuator on the ground unprotected.
4. Don’t lift the unit by clutch lever or handwheel.
5. Don’t lift a valve assembly by electric actuator.
6. Don’t operate electrically without rst checking for proper phase rotation, valve
position, torque and limit switch adjustments.
7. Don’t plug the motor by starting and stopping repeatedly to move a valve that is
too stiff. Check for cause.
8. Don’t jumper torque switches except as recommended by Wiring Diagram or
Valve Manufacturer.
9. Don’t use oversize thermal motor overloads to eliminate a tripping problem.
Find the cause and correct.
10. Don’t use a cheater to try to force the handwheel. You can damage gearing and
shafting. Find the cause and correct.
1.3 Lubrication
BETTIS actuators are factory lled with a high quality lubricant carefully selected to ensure
actuator performance under specied operating conditions. Refer to BETTIS JOB SPEC
SHEET to identify the lubricant provided. Normal operation of actuator may not require
replacement of lubricant.

Mar 2013
Installation and Maintenance
Part Number: E2K-402-0313, Rev. A
2
Section 1: Introduction
Introduction
1.4 Maintenance
At least once a year a check should be made of your BETTIS actuator.
a) Disconnect all electrical power to actuator.
b) Open Electrical Enclosure. Inspect and tighten all electrical connections.
c) Visually inspect for any electrical or mechanical damage. Replace worn or
damaged components.
d) Check lubrication consistency and level. Fill or replace if required.
1.5 Pressure Relief
During normal operation of Electric Actuator, gear temperature increase in combination
with outdoor temperature variations will cause a small pressure build-up. BETTIS furnishes
a Pressure Relief Vent Fitting P/N 83385. Placement on Actuator can be determined only
after eld location and position of valve has been determined. Select the highest 1/2 NPT
vent location in the Gear Box, remove 1/2 NPT Plug and replace with P/N 83385. Possible
locations of the Plugs are shown on BETTIS Outline Drawing.
1.6 Short Term Storage
1. Actuator should be stored in the recommended mounting position. The motor
should be horizontal and Electrical Enclosure either horizontal or vertical.
Figure 1
2. Actuator should be stored indoors free from job site dirt, mud, moisture and
temperature changes.
3. If indoor storage is not possible, the actuator must be stored off the ground, above
possible water or snow level. Remove MCP and store with other electrical and
electronic equipment in protected warehouse. If MCP is not removed, Space
Heater MUST be energized to protect Electrical and Electronic Controls.

Installation and Maintenance
Part Number: E2K-402-0313, Rev. A Mar 2013
3
Section 1: Introduction
Introduction
4. BETTIS supplies plugs in each conduit entry. Do not remove until electrical
hook-up.
5. Cover units loosely with a plastic sheet. This serves as partial protection from rain.
1.7 Long Term Storage (Stored more than one year
from shipment)
1. Store indoors or MCP must be removed and stored in protected area. Follow
procedures of short term storage.
WARNING:
FAILURE TO STORE ACTUATOR PROPERLY WILL VOID WARRANTY OF ELECTRICAL &
ELECTRONIC COMPONENTS
2. Don’t torque seat valve, sluice gate or damper unless the valve manufacturer
recommends.

Mar 2013
Installation and Maintenance
Part Number: E2K-402-0313, Rev. A
4
Section 2: M2CP Electrical Hook-Up
M2CP Electrical Hook-Up
Section 2: M2CP Electrical Hook-Up
Remove PWR and TBM covers to expose terminals for customer wiring. BETTIS Modular
Modular Control Package (M2CP) is available congured in many combinations of electrical
and electronic parts. Refer to WIRING DIAGRAM and BETTIS JOB SPEC SHEET for
components provided by BETTIS. Connect control wires to TBM and Power (motor) Voltage
to PWR terminals. If optional M2CP mounted circuit breaker was specied, connect power
voltage leads to circuit breaker. BETTIS terminal blocks are furnished with wire binding
screw connectors with rising captive plates, allowing eld connection by several methods:
1) strip and connect bare wire, 2) strip and install wire ferrule, 3) strip and install crimp-on
insulated or non-insulated ring tongue or similar terminal. Circuit Breaker accepts 1) bare
wire strip, or 2) wire ferrule.
Figure 2
2.1 Electrical Hook-Up
1. STEP 1. Move valve to mid-position by handwheel. This will allow sufcient time
to stop actuator in case of improper hook-up or reversed incoming power voltage
phases.
2. STEP 2. Identify a means of removing power from actuator during check out.
Be sure no erroneous remote control signal can be received causing actuator to
energize.
3. STEP 3. Energize Open control to check operation of contactor and pushbuttons.
Open controls must move valve in Open direction. If valve Closes, actuator must
be stopped and any (2) two power voltage leads reversed to correct voltage
phasing.
CAUTION:
If voltage is improperly phased, Torque and Position Limit Switches are not in
circuit to protect valve.
4. STEP 4. Seal all eld conduit entries in accordance with National Electric Code.

Installation and Maintenance
Part Number: E2K-402-0313, Rev. A Mar 2013
5
Section 3: Assembly To Valves
Assembly To Valves
Section 3: Assembly To Valves
3.1 Threaded Valve Stem
3.1.1 LOCKNUT LOCKPIN INSTALLATION
Figure 3
1) With actuator in place on valve, ensure proper ange mating and valve
actuator orientation.
2) Use a number 30 (.1285) drill bit to drill a hole 3/4 inch deep into the
Drive Sleeve assembly threads for the Locknut Lockpin (56) using groove
in Stem Nut Locknut as drill guide.
3) Install Locknut Lockpin (56) into drilled hole to prevent Stem Nut Locknut
from working loose and turning.
NOTE:
When installing, the Locknut Lockpin - it should extend 1/4 inch above
the Drive Sleeve assembly to allow for future removal.
3.1.1.1 MOUNTING SCREWS
If BETTIS supplied adaption, the mounting screws are included. If
the adaption to the valve was the responsibility of others, the mounting
screws are not furnished by BETTIS. Screws thru adapter MUST engage a
minimum of one screw diameter deep into BETTIS actuator base.
1) Screw Stem Nut on Stem until it enters Drive Sleeve. Line (52) Key
and (54) Drive Sleeve keyway and insert (52) Key.
2) Turn handwheel in Open direction, pulling Stem Nut into Drive
Sleeve until it bottoms out (valve will begin to open).

Mar 2013
Installation and Maintenance
Part Number: E2K-402-0313, Rev. A
6
Section 3: Assembly To Valves
Assembly To Valves
CAUTION:
LOCKNUT MUST BE TIGHT AGAINST STEM NUT.
3) Lower Locknut (55) over Valve Stem and screw into place rmly
against top of Stem Nut. Tap Locknut ears using brass drift until
tight.
3.1.2 THRUST SPOOL (Model 4000 & 5000)
1) Locate Thrust Mounting bolts.
2) Remove eight mounting bolts and separate Spool from actuator.
3) Position Spool over Valve Stem. Thread Spool onto Valve Stem
until it meets valve plate.
4) Bolt and secure Spool onto valve.
5) Position actuator above Spool. Lower actuator onto Spool while
manually rotating the unit until ears on Stem Nut and ears on
main Drive Sleeve mesh.
6) Grease ange face before securing unit to Spool.
7) Re-install thrust plate mounting bolts. Tighten to proper torque.
NOTE:
Reverse procedure if Stem Nut needs to be replaced. Actuator does not
need to be returned to factory for this procedure.
3.1.3 SPLINE BUSHING (QUARTER TURN)
BETTIS removable Spline Bushing allows easy adaption to valve shaft diameter and
Key. Actuator may be rotated with respect to the valve shaft for unexpected or
awkward eld installations.
1) Move valve to full Open or Close.
2) Place Spline Bushing on valve shaft with Key and tighten set screw.
3) Using the handwheel on actuator, move the Gear Position Indicator
Arrow (21) to full Open or Close (duplicating the position in Step 1).
4) Position actuator so the spline bore is correctly aligned with the Spline
Bushing on stem shaft.
5) Move the actuator onto the shaft until the ange faces properly mate.
Secure with screws thru the adapter ange into the base of the actuator.

Installation and Maintenance
Part Number: E2K-402-0313, Rev. A Mar 2013
7
Section 3: Assembly To Valves
Assembly To Valves
3.2 Quarter Turn Valve
3.2.1 Stop Setting Procedure (Quarter-Turn)
Built-in mechanical stops are provided to prevent handwheel operation beyond
total valve travel (90° ± 6°). End of travel stops are independently adjusted, locked
in place and sealed.
Figure 4
Loosen both Locknuts (46) and back out the two Stopbolts (86) to allow the valve
to close and open fully. Ensure Electrical Travel Limit Switches have been properly
adjusted (see appropriate section of this manual), proceed as follows:
1) Run the actuator electrically to the full Close.
2) Screw the Close Stopbolt (86) in until it seats, then back off 1/2 turn.
Install Washer (48) and tighten Locknut (46).
3) Run the actuator electrically to the full Open position.
4) Screw the Open Stopbolt (86) in until it seats, then back off 1/2 turn.
Install Washer (48) and tighten Locknut (46).
Figure 5

Mar 2013
Installation and Maintenance
Part Number: E2K-402-0313, Rev. A
8
Section 3: Assembly To Valves
Assembly To Valves
Back out two Stopbolts (1) to allow valve to close and open fully. Set Travel Limit
Switches (see pg. 4).
1) Run actuator electrically to full Close.
2) Screw Close (1) Stopbolt in until it seats, then back off 1/2 turn. Tighten
(2) Lockscrew.
3) Run actuator electrically to full Open. Screw Open (1) Stopbolt in until it
seats; back off 1/2 turn. Tighten Locknut.
4) Install (3) & (4) Seal Washer & Screw.
CAUTION
Do not set Actuator Position Limit Switches to drive into mechanical
stops. Damage can occur if electric unit is allowed to repeatedly stall into
end stops.