Emerson Bettis RTS User manual

Service Manual
VCIOM-16909-EN Rev. 0
October 2021
Bettis RTS Checklist and Maintenance
Electric Actuators

Service Manual
VCIOM-16909-EN Rev. 0
Notes
October 2021
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Service Manual
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Table of Contents
October 2021
iTable of Contents
Table of Contents
Section 1: Checklists
1.1 Commissioning (Functional Safety After IEC 61508/61511) .......................... 1
1.2 Proof Test Checklist 1 (Functional Safety After IEC 61508/61511) ................. 2
1.3 Proof Test Checklist 2 (Functional Safety After IEC 61508/61511) ................. 3
1.4 PVST Checklist (Functional Safety After IEC 61508/61511)............................ 4
Section 2: Maintenance
Maintenance........................................................................................................... 5
Section 3: Lubricant Recommendation and Requirements
3.1 Main Body: -40 °C to +60 °C .......................................................................... 7
3.2 Output Type A and Spindle Drives (Linear Actuators) -40 °C to +60 °C........... 7
3.3 Basic Lubricant Service Interval ..................................................................... 7
3.4 Lubricant Points FQ ....................................................................................... 9
Section 4: Manual Actuator Operation Under Maintenance
4.1 Manual Operation ....................................................................................... 10
4.1.1 Direction of rotation of handwheel for closing the valve,
Fail-safe direction "CW"..................................................................... 11
4.1.2 Direction of rotation of handwheel for closing the valve,
Fail-safe direction "CCW"................................................................... 12
4.1.3 Activate Manual Operation............................................................... 13
4.1.4 Deactivate Manual Operation........................................................... 13
4.1.5 Required Force on the Handwheel.................................................... 13

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Section 1: Checklists
Checklists
Section 1: Checklists
1.1 Commissioning
(Functional Safety After IEC 61508/61511)
Manufacturer
Manufacturer
Address
General
Date
Device Name/Type
Serial Number Actuator
Serial Number Control Unit
Safety Function
Commissioning
Yes No Comments
Are all warning signs and labels clearly readable?  
Is the operating manual fort he actuator/control
unit present?  
Is the equipment correctly assembled?  
Is the wiring of the control unit and the actuator
correct?  
Are all protective features correctly wired and sized?  
Connection wiring correct?  
Are the screwed cable glands correctly adjusted
and in proper conditions?  
Is the travel and torque switch adjusted?  
Have the commissioning and basic settings been
done according to operating manual?  
Safety functions veried with Proof Test?  
Inspector 1: Inspector 2: Inspector 3: Inspector 4:

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Section 1: Checklists
Checklists
1.2 Proof Test Checklist 1
(Functional Safety After IEC 61508/61511)
Actuator
Tag Number
Type
Serial Number
Comments
General Condition
Corrosion
Mechanical Damage
Oil Leakage
Presence of Water
Presence of Dust
Condition
Reporting unit
Terminal compartment
Control unit
Cable routing
Other
Running Check
End position
Running noise
Manual operation
Decision
Clearance Comment:
Repair 
Maintenance 
Clearance not possible 
Date: Inspector:

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Section 1: Checklists
Checklists
1.3 Proof Test Checklist 2
(Functional Safety After IEC 61508/61511)
Actuator
Tag Number
Type
Serial Number
Test Safe Open
Safe Close
Yes No
Travel to start position  
Travel command given?  
Was the safety function triggered?  
Running Check: Running Noise  
Running Check: End position correct?  
Error message correctly displayed?  
Error message correctly stored in device history?  
End Safety function  
Decision
Clearance Comment:
Repair 
Maintenance 
Clearance not possible 
Date: Inspector:

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Section 1: Checklists
Checklists
1.4 PVST Checklist
(Functional Safety After IEC 61508/61511)
Actuator
Tag Number
Type
Serial Number
Safety Function PVST
Test
Yes No
Was the function performed?  
Did malfunctions occur?  
Running check
End position  
Running Noise  
Manual operation  
Decision
Clearance Comment:
Repair 
Maintenance 
Clearance not possible 
Date: Inspector:

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Section 2: Maintenance
Maintenance
Section 2: Maintenance
! CAUTION
This CAUTION only applies for FQ actuators (Fail-Safe Actuators). Maintenance work on open
actuators may only be conducted if these are de-energized. Re-energizing during maintenance
is strictly prohibited. Work on the electrical system or equipment must be carried out only in
accordance with electrical regulations by a qualied electrician or by specially instructed personnel
under the control and supervision of a qualied electrician.
! CAUTION
This CAUTION only applies for FQ actuators (Fail-Safe Actuators). When the actuator is de-energized,
the actuator will return to the fail-safe position. If this is not the case, inspect the shaft valve for a
mechanical jam condition. This condition might increase the torque requirement and increase
stroke time. To avoid this condition, it is recommended to perform routine checks of the fail-safe
function, check the operating time and smoothness of the running in fail-safe operation at least
every 3 months.
! CAUTION
This CAUTION only applies for FQ actuators (Fail-Safe Actuators). The actuator has a pre-stressed coil
spring or disk spring assembly, when undoing the ange mounting bolts, the spring force against the
valve can cause the actuator to turn abruptly or become loose from the valve. Improper disassembly
may lead to both damage to the actuator as well as serious injuries! If maintenance work is needed
requiring the actuator to be disassembled, contact Emerson regarding detailed instructions and/or
special purpose tools for relaxing the spring assembly.
! CAUTION
For explosionproof actuators, it is necessary before opening the cover to wait a certain time
after switching off, see explosion protection sticker (Figure 1). Following times are specied for
the actuators (it applies for all RTS actuators).
• CM32: 5 min.
• CM64: 10 min.

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Section 2: Maintenance
Maintenance
Figure 1 Explosion Protection Sticker
Actuators are ready for use after installation. By default, the actuator is delivered lled with oil.
On-going monitoring:
• Beware of increased running noise. During long downtime periods, operate the actuator at
least every 3 months.
• For actuators with output types A, B and C according to DIN 3210-A, B1, B2 and C
according to DIN ISO 5210, re-lubricate at least every 6 months on existing grease ttings
(see Section 3.3).
Actuators are designed for installation in any position. Therefore, the main body is not equipped
with a level indication or a drain plug. The replacement of the lubricant from the main body must be
performed via the handwheel.
Every approx. 10,000 to 20,000 hours (about 5 years, see Section 3), depending on the workload,
you must:
• Change oil, and
• Replace seals
Check all roller bearings and the worm-wheel assembly and replace if necessary.
Check our lubricants table for recommended oils and greases (see Section 3).
Check the cable glands at regular intervals (annually) for tightness of the cables and retighten
if necessary.
If the visual inspection (eg. dust or water penetration) indicates that the effectiveness of the sealing
elements of the cable entry has suffered damage or aging, such elements have to be replaced
preferably by using the original spare parts from the manufacturer of the equipment or through
cable entries of comparable quality as well as the same ex- or IP protection class. If screws need to be
replaced, it is preferable to use original replacement parts. The tensile strength of the screws must be
at least 400 N/mm2.

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Section 3: Lubricant Recommendation and Requirements
Lubricant Recommendation and Requirements
Section 3: Lubricant Recommendation
and Requirements
3.1 Main Body: -40 °C to +60 °C
Operating oil: European: DIN 51 517-CLP-HC
American: Schaeffer #167 ISO 68
i.e. fully synthetic high-performance gear oils based on poly-alpha-olens (PAO)
Viscosity class: 68 ISO VG
Pourpoint: < -54 °C (according DIN ISO 3016)
Lubricant requirement CM32: 200 - 250 ml
Lubricant requirement CM64: 300 - 350 ml
3.2 Output Type A and Spindle Drives
(Linear Actuators) -40 °C to +60 °C
Operating grease: European: DIN 51825-K(P) R -40
American: AMSOIL Artic
i.e. water repellent complex grease on Al-soap base with high resistance to acids and alkalis
Penetration 0.1 mm: 310 - 340
Dropping point: about 260 °C
NLGI No.: 1
acid-free, little or not water-reactive
3.3 Basic Lubricant Service Interval
! CAUTION
The service interval for RTS CM Compact Series actuators is ten years from the shipping date,
Emerson. However, the functionality and service life of the lubricants depends on the operating
conditions. Reduction factors have to be taken into consideration if applicable.

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Section 3: Lubricant Recommendation and Requirements
Lubricant Recommendation and Requirements
Table 1. Lubrication Utilization
Operating Condition(s) Denition Reduction Factor (Multiplier)
Duty Time (DT) (Total engine running time) -
Extremely high DT Over 1,250 hours/year 0.5
High DT Over 500 hours/year 0.7
Extremely low DT Less than 0.5 hours/year 0.8
Ambient temperature (Permanent or long-term) -
Extremely changeable Between -10 oC and +50 oC 0.5
Extremely high Over +50 oC 0.7
Extremely low Below -25 oC 0.9
Output speed (On main shaft of actuator) -
High speed Over 80 rpm 0.8
Utilization (Relative to rated power) -
Very high Over 90% 0.8
High Between 80 to 90% 0.9
Application example:
Extremely low DT + extremely low ambient temperature + high speed + 87% utilization
> 0.8 * 0.9 * 0.8 * 0.9 = 0.51 reduction factor
(Lubrication maintenance interval) 10 years * 0.51 = 5.1 years (62 months).
! CAUTION
This calculated maintenance interval applies neither to the maintenance of output type A
(threaded bushing) units nor to the maintenance of linear and spindle drive units. These units
must be periodically lubricated (at least every 6 months) via the grease nipples (see Section 3).
During maintenance of our actuators, remove and replace old grease with new one.
Mixing of different lubricant types is NOT permitted.
Quantities needed for lubricant service are listed in Section 3.

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Section 3: Lubricant Recommendation and Requirements
Lubricant Recommendation and Requirements
3.4 Lubricant Points FQ
The table values given apply to re-lubrication in accordance with the re-lubrication intervals in the
operating instructions. After re-lubrication has been carried out, 2-3 full strokes must be performed.
If torque switch-off occur, the grease nipples must be removed, and the strokes repeated.
NOTE:
Lubricant can leak out of the lubrication points.
After that, the grease ttings should be installed.
At initial assembly or upon complete disassembly of the spindle nut is lled, all gears and bearings
pocketed lling. All moving parts as well as internal surfaces are coated to cover them.
• Lubricant quantity according to expenditure.
• Lubricant specication according to the operating instructions depending on the
temperature range.
Table 2. Fuses on the Logic Board
Type
Lubrication Point (Quantity)
1
Main Gear
(cm3)
2
Bearing Spindle Drive
(cm3)
3
Intermediate Gear
(cm3)
FQ03 8 - -
FQ06 18 - -
FQ10 20 42 -
FQ20 20 68 29
FQ30 20 90 59
FQ50 20 80 90
Figure 2 Lubrication points

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Section 4: Manual Actuator Operation Under Maintenance
Manual Actuator Operation Under Maintenance
Section 4: Manual Actuator Operation
Under Maintenance
4.1 Manual Operation
The manual operation is only possible if the actuator is delivered with the optional handwheel. This
option allows an adjustment of the valve in de-energized state.
! CAUTION
• By activating the manual drive, the fail-safe function is disabled.
• By activating the manual drive, the electrical function of the drive is disabled.
In normal operation, the handwheel (9) has no effect, it rotates idly by.
NOTE:
The manual mode can be activated only when the drive is in the fail-safe position.
Figure 3 Manual handwheel operation
9. Handwheel
10. Coupling Rod
11. Padlock

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Section 4: Manual Actuator Operation Under Maintenance
Manual Actuator Operation Under Maintenance
4.1.1 Direction of rotation of handwheel for closing the valve,
Fail-safe direction "CW"
Figure 4 Rotation of direction for fail-safe direction "CW"
Fail-safe 90° CW clockwise rotation
handwheel
direction of
rotation:
Closing
handwheel
direction of
rotation:
Closing
fail-safe close
z13 (z11)
z13 (z11)
fail-safe open

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Section 4: Manual Actuator Operation Under Maintenance
Manual Actuator Operation Under Maintenance
4.1.2 Direction of rotation of handwheel for closing the valve,
Fail-safe direction "CCW"
Figure 5 Rotation of direction for fail-safe direction "CCW"
Fail-safe 90° CCW counterclockwise rotation
handwheel
direction of
rotation:
Closing
handwheel
direction of
rotation:
Closing
fail-safe close
z14 (z12)
z14 (z12)
fail-safe open

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Section 4: Manual Actuator Operation Under Maintenance
Manual Actuator Operation Under Maintenance
4.1.3 Activate Manual Operation
To activate manual mode:
• The padlock has to be removed.
• The coupling rod has to be pushed all the way into the actuator.
For easier clutch engagement, move the handwheel easily back and forth. Through the engagement,
the actuator is automatically electrically disabled and the display shows "manual operation".
4.1.4 Deactivate Manual Operation
To exit the manual mode and enable the actuator again for the automatic mode:
• The actuator has to be driven to the fail-safe position by the handwheel.
• The coupling rod be pulled up to the stop of the actuator.
• The coupling rod again secured with the padlock.
4.1.5 Required Force on the Handwheel
Table 3 shows the maximum force applied to the handwheel for the different actuator sizes.
Table 3.
Type
Max. handwheel torque (Nm) Handwheel diameter
(mm)
In fail-safe direction Counter
fail-safe direction
FQ03 4 8.5 140
FQ06 4 14.5 140
FQ10 8 32 200
FQ20 8 28.5 200
FQ30 8 31 200
FQ50 8 32 200
The force on the handwheel was calculated for one-handed operation. With two-hand operation, the
value per hand is halved. The maximum force may be exceeded by 20% in manual mode.
The direction of rotation and the maximal handwheel torque are written on the handwheel label, as
shown on Figure 6.
Figure 6 Handwheel label

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World Area Conguration Centers (WACC) offer sales support, service,
inventory and commissioning to our global customers.
Choose the WACC or sales ofce nearest you:
www.emerson.com/bettis
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on request. We reserve the right to modify or improve the designs or
specifications of our products at any time without notice.
For complete list of sales and manufacturing sites, please visit
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