Emerson Bettis SMART EHO G Series Operating instructions

Service Instructions
MAN-02-08-77-0714-EN Rev. 2
September 2020
Bettis™SMART EHO (Electro-Hydraulic Operated)
Double-Acting Actuator

Service Instructions
MAN-02-08-77-0714-EN Rev. 2
Notes
September 2020
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Service Instructions
MAN-02-08-77-0714-EN Rev. 2
Table of Contents
September 2020
Table of Contents
Table of Contents
Section 1: Introduction
1.1 Scope............................................................................................................ 1
1.2 General Information...................................................................................... 1
1.3 Safety Information ........................................................................................ 2
1.4 Abbreviation Denitions ............................................................................... 3
Section 2: Installation
2.1 Preparation ................................................................................................... 4
2.2 Valve Preparation .......................................................................................... 5
2.3 Actuator Preparation..................................................................................... 5
2.4 Lifting the EHO Actuator ............................................................................... 6
2.5 Installing the EHO Actuator on the Valve..................................................... 11
2.6 Setting the Stroke Limit Stops ..................................................................... 12
2.7 Hydraulic Fluid ............................................................................................ 12
2.8 Accumulator (Optional) .............................................................................. 13
Section 3: Electrical Connections
3.1 Remove Separate Terminal Chamber (STC) Cover ........................................ 18
3.2 Sealing Cable/Conduit Entries ..................................................................... 19
3.3 Recommended Terminal Connections......................................................... 19
3.4 Separate Terminal Chamber (STC) Connections........................................... 20
3.5 Replace Terminal Chamber Cover ................................................................ 20
3.6 External Earth/Ground Connections............................................................ 21
3.7 Discrete Controlled Inputs Connection........................................................ 21
Section 4: Set-up/Start-up Procedure
4.1 Preparation ................................................................................................. 23
4.2 Initial Check of the Unit ............................................................................... 24
4.3 Initial Connections ...................................................................................... 24
4.4 Hand Pump Operation ................................................................................ 25
4.5 Hydraulic Test ............................................................................................. 29
4.6 Check Rotation ........................................................................................... 29
4.7 Self-Calibration ........................................................................................... 30
4.8 Limit Switch Adjustment ............................................................................. 32
4.9 Function Test .............................................................................................. 34
4.10 Other Options............................................................................................. 36

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Table of Contents
September 2020
Table of Contents
Section 5: Communication Protocols
5.1 Modbus RTU ............................................................................................... 37
5.2 HART .......................................................................................................... 39
5.3 FOUNDATION™ Fieldbus............................................................................. 40
Section 6: Operation
6.1 Hydraulic Power System.............................................................................. 41
6.2 Reservoir..................................................................................................... 41
6.3 Main Components....................................................................................... 41
6.4 Functional Description ................................................................................ 45
Section 7: Local Display Module (LDM)
7.1 Positions and Functions of Selector Knob .................................................... 48
Section 8: Customizing SMART EHO Settings
8.1 Entering the Setup Menu............................................................................. 49
8.2 Change Settings.......................................................................................... 51
8.3 Find Setting Feature .................................................................................... 54
8.4 EHO Conguration Menu ............................................................................ 56
8.5 Alarms ........................................................................................................ 74
Section 9: Troubleshooting
Troubleshooting ................................................................................................... 77
Section 10: Hazardous Area Classication and SIL Certication
Hazardous Area Classication and SIL Certication................................................ 78
Section 11: Weights and Dimensions
11.1 SMART EHO Double-Acting......................................................................... 79
11.2 STC Wiring Diagram.................................................................................... 80
Section 12: Maintenance
12.1 Storage Procedures..................................................................................... 81
12.2 Service Interval ........................................................................................... 81
12.3 Lubrication Requirements ........................................................................... 81
12.4 Recommended Annual Inspection............................................................... 82

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Service Instructions
MAN-02-08-77-0714-EN Rev. 2 September 2020
Section 1: Introduction
Introduction
Section 1: Introduction
1.1 Scope
This manual is offered as a guide to be used along with locally approved and safe practices
to install, operate, service and maintain the Bettis SMART EHO Actuator. Carefully follow
the instructions in this manual and make sure you install the actuator correctly and
according to your requirements.
1.2 General Information
1.2.1 Overview
The Bettis SMART EHO is a self-contained, quarter-turn, valve actuator that combines
proven technologies from Emerson’s Actuation Technologies. The actuator has been
designed for critical shutdown applications where reliability is crucial. The SMART EHO
utilizes a dependable double-acting actuator combined with an integral hydraulic power
pack and electronic control module.
The SMART EHO accepts a wide range of single-phase, three-phase or DC power sources.
A hydraulic hand pump can be used to stroke the actuator during commissioning or in the
event of an emergency power loss.
Electronic modules are contained within an explosion proof, IP68 enclosure and all
electronic components are isolated from the customer connection terminals.
The SMART EHO provides a compact design with actuator and control components that
have been eld proven for decades in critical service applications.
The SMART EHO is designed for modulating ESD applications and comes with alert, alarm,
diagnostic, and self-calibration features.
1.2.2 Product Attribute
• Easy installation – Bettis™ SMART EHO actuator is a totally self-contained system
and designed for compactness and adaptable to new or existing valves
• Bettis™ G-Series hydraulic double-acting or double-acting fail-safe actuator
• Shafer™ hydraulic control technology
• EIM™ electronics and communication technology
• Multiple input power options with either AC or DC
• Local lockable Remote/Local/Ofine selector switch
• Local open/close selector knob
• Partial stroke test
• Fast speed of operation to fail-safe position if required
• Emergency shutdown – independent safety circuits and solenoid valve
• Dual sealed Separate Terminal Chamber, allows installation wiring to be performed
or fuses to be replaced without exposing control components to hostile
environmental conditions

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Section 1: Introduction
Introduction
• Control enclosure is made of low-copper aluminum alloy, salt resistant also rated
for IP68 ingress protection
• Hydraulic hand pump manual override
• Accumulators (optional)
• Operating pressures up to 3000 psi with standard components
• Easy control over actuator stroking speeds – The stroking speed is controlled
through adjustable hydraulic ow control valves. This enables eld personnel to
easily adjust actuator stroking speed to comply with eld requirements
• Communication support through Modbus, HART, Foundation Fieldbus
• Supports conguration, monitoring, and diagnostics with DCMlink
• Over 15 alerts and alarms
• Diagnostics and self-calibration features
• Modulate with 4-20 mA analog input
1.3 Safety Information
Safety notices in this manual detail precautions the user must take to reduce the risk of
personal injury and damage to the equipment. The user must read these instructions in
their entirety. Failure to observe these safety notices could result in serious bodily injury,
damage to the equipment, void of the warranty. Take special notice of all tags, warning
labels and instructions presented on the actuator. These may provide more specic and
signicant information regarding the actuator than this general manual.
It is the responsibility of the user to ensure proper safety practices are utilized. Always
take necessary precautions and use proper protective equipment when dealing with
compressed gasses, compressed hydraulic uid, pinch points and electricity.
Safety notices are presented in this manual in three forms (Warning, Caution and Note)
as follows:
! WARNING
Alerts user of potential danger; failure to follow the warning notice could result in serious
personal injury or death.
! CAUTION
Identies precautions the user must take to avoid personal injury or equipment damage.
NOTE:
Highlights information critical to the user’s understanding of the Bettis SMART EHO valve
actuator installation or operation.

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Section 1: Introduction
Introduction
1.4 Abbreviation Denitions
Abbreviations used in this manual and their denitions are listed in the table below:
Table 1. Abbreviation Denitions
Abbreviation Denition
IOM Installation Operation Manual
ESD Emergency Shutdown
FS Fail-safe
SR Spring-Return
DA Double-Acting
MAWP Maximum Allowable Working Pressure
MOP Maximum Operating Pressure
STC Separate Terminal Chamber
PST Partial Stroke Test
FST Full Stroke Test
LDM Local Display Module
RDM Remote Display Module
CBM Circuit Breaker Module
PCB Printed Circuit Board
LS Limit Switch
PS Pressure Switch
NC Normally Closed
NO Normally Open
CCW Counterclockwise
CW Clockwise
OL Overload
PPE Personal Protective Equipment
GA General Arrangement Drawing
SOV Solenoid Valve
NO Normally Open
NC Normally Closed
CAM Communication Adapter Module

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Section 2: Installation
Installation
Section 2: Installation
2.1 Preparation
2.1.1 Delayed Usage
If for any reason the actuator is not to be installed immediately, Bettis recommends the
following procedures. Failure to comply, with recommended procedures, could lead to
actuator malfunction and possibly void the warranty. For storage procedures exceeding
one year, consult Bettis for further recommendations.
As shipped from the factory, the Bettis SMART EHO actuator is an inherently weatherproof
unit, providing that all compartment covers and cable entry plugs remain intact. The
actuator should be immediately stored in a clean, dry warehouse, free from vibration and
rapid temperature changes, until it can be installed and energized.
If the actuator must be stored outside, store it off of the ground at an elevation sufcient
to prevent it from being immersed in water or buried in snow. Check for any unpainted
or exposed metal surfaces and make sure they are protected with a coating of grease to
prevent any corrosion. Cover the actuator to prevent damage from site debris.
2.1.2 Tools and Materials Required
To complete these procedures, you will need the following documentation for the
Bettis SMART EHO Actuator and items indicated in the table below:
• General Arrangement Drawing
• Bill of Material
• Hydraulic System Schematic
• System Wiring Diagram
Table 2. Tools and Material Requirements
Tools and Material Requirements
Primary Power Source for the SMART EHO
(check the SMART EHO System Electrical Diagram for requirements)
Supplemental quantity of hydraulic uid, if needed
(See 2.7, Hydraulic Fluid and SMART EHO specication, for required uid type)
Nitrogen Source (if an Accumulator is supplied with the SMART EHO)
Hand Tools: complete complement of open end (SAE and metric) wrenches, screw drivers Philips and
at blade and a set of hex wrenches
Chains and lifting straps that are inspected and certied for the weight of the SMART EHO Actuator
(check shipping weights)
Sealant for all cable and conduit entries (approvable by the National Electric Code or your country
standard and applicable local codes)

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Section 2: Installation
Installation
2.2 Valve Preparation
2.2.1 Remove Valve Gearing if equipped.
2.2.2 If valve is equipped with stops, remove valve stem extension housing. Examine
the valve stops to ensure no foreign material is present that would restrict normal
travel of the valve. Some valves are equipped with inspection ports in the valve
housing for ease in examining the stops.
2.2.3 Check alignment of stem key slot to the position of the valve. Normally with the
valve in the open position, the key slot is in line with the run of the pipeline. With the
valve in the closed position, the key slot should be 90° to the run of the valve.
2.2.4 The SMART EHO Actuator may be mounted to the valve at any time regardless of
whether or not the valve is under pressure.
2.3 Actuator Preparation
2.3.1 Once the SMART EHO Actuator is uncrated and cleaned for installation, check
to ensure there will be no interference with piping or other structure when the
actuator is properly mounted to the valve.
NOTE:
At this point, check to see that when the actuator is mounted to the valve and in its nal
orientation, the outboard end of the power cylinder positioned below the Hydraulic
Reservoir Breather. If this is not possible, contact Bettis for further instructions on piping to
elevate the breather. See Vertical Mounted Actuator 2.4.4.
2.3.2 Check that all mounting materials such as fasteners, adapters, brackets etc. are on
hand and ready for use.
2.3.3 Check the actuator and valve to see that they are in the same relative position,
that is either open or closed. If the actuator has to be moved, use the hand pump
provided. For hand pump operation, remove the plug in the reservoir and install
the breather (refer to 4.4 Hand Pump Operation).

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Section 2: Installation
Installation
2.4 Lifting the EHO Actuator
NOTE:
All Bettis EHO G-Series Considerations
When handling any EHO G-Series, be aware of tubing, accessories, hand pump, accumulators,
Pushbutton module and control enclosures. Straps and chains can become entangled and
cause damage to these components. Never use chains on the spring cartridge as it may warp
and cause the actuator not to function correctly or may cause personal injury.
NOTE:
Do not use hydraulic tubing and electrical cable for lifting.
! CAUTION
Be sure to use appropriately rated crane/hoist and straps/chains to raise and lower
the actuator.
2.4.1 G01X – G2 and All E-Series Actuators
2.4.1.1 Horizontal Pipeline Vertical Stem
The small G-Series and all E-Series actuators mounting on a horizontal
pipeline with a vertical valve stem should be supported under the
“C” bracket and a two-point attachment for balance. A strap may be
attached to the stabilization tab on the spring module to balance the unit
while lifting. The weight of the actuator must be supported at the
“C” bracket, not the stabilization tab. See Figure 1.
Figure 1 G01 – G2 and all E-Series Actuators with Horizontal Pipeline
and Vertical Stem
! CAUTION
Never lift the actuator with a valve attached. Always handle actuator/valve assemblies by
attaching lifting equipment to the valve only.

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Section 2: Installation
Installation
2.4.1.2 Horizontal Pipeline Horizontal Stem
The small G-Series and all E-Series actuators mounting on a horizontal
pipeline with a horizontal valve stem should be supported on the ends
of the drive module. A strap may be attached to the stabilization tab on
the spring module to balance the unit while lifting. The weight of the
actuator must be supported at the drive module, not the stabilization
tab. See Figure 2.
Figure 2 G01 – G3 and all E-Series Actuators with Horizontal
Pipeline and Horizontal Stem
2.4.2 G3-Series Actuators
2.4.2.1 Horizontal Pipeline Vertical Stem
The G3-Series actuator mounting on a horizontal pipeline with a vertical
valve stem should be supported at the ends of the drive module. A strap
may be attached to the stabilization tab on the spring module to balance
the unit while lifting. The weight of the actuator must be supported at
the drive module, not the stabilization tab. See Figure 3.
Figure 3 G3 with a Horizontal Pipeline and Vertical Stem
! CAUTION
Never lift the actuator with a valve attached. Always handle actuator/valve assemblies by
attaching lifting equipment to the valve only.

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Section 2: Installation
Installation
2.4.2.2 Horizontal Pipeline Vertical Stem
The G3-Series actuator mounting on a horizontal pipeline with a
horizontal valve stem should be supported on the ends of the drive
module. A strap may be attached to the stabilization tab on the spring
module to balance the unit while lifting. The weight of the actuator
must be supported at the drive module, not the stabilization tab. Be
sure to use appropriately rated crane/hoist and straps/chains to raise
and lower the actuator. See Figure 2 above.
2.4.3 G4 – G7 Series Actuators
2.4.3.1 Horizontal Pipeline Vertical Stem
The G4 – G7 Series actuators mounting on a horizontal pipeline with a
vertical valve stem should be supported using the lift lugs attached to the
drive module. A strap may be attached to the stabilization tab on spring
module to balance the unit while lifting. The weight of the actuator must
be supported by the lugs at drive module, not the stabilization tab. See
Figure 4.
Figure 4 G4 – G7 with a Horizontal Pipeline and Vertical Stem
! CAUTION
Never lift the actuator with a valve attached. Always handle actuator/valve assemblies by
attaching lifting equipment to the valve only.

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Section 2: Installation
Installation
2.4.3.2 Horizontal Pipeline Horizontal Stem
The G4 – G7 Series actuators mounting on a horizontal pipeline with a
vertical valve stem should be supported using the lift lugs attached to the
drive module. A strap may be attached to the stabilization tab on spring
module to balance the unit while lifting. The weight of the actuator must
be supported by the lugs at drive module, not the stabilization tab. See
Figure 5.
Figure 5 G4 – G7 with a Horizontal Pipeline and Horizontal Stem
! CAUTION
Never lift the actuator with a valve attached. Always handle actuator/valve assemblies by
attaching lifting equipment to the valve only.
2.4.4 Mounting the Actuator in a Vertical Orientation on a Horizontal Stem
When mounting an Bettis EHO Actuator in a vertical orientation, the Spring Module must
be positioned up. The actuator may be supported by using two straps in the conguration
shown in Figure 6. A third strap or small chain may be attached to the stabilization tab
on spring module to balance the unit while lifting. The weight of the actuator must be
supported by the straps running over the spring module and under the drive module ange.

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Section 2: Installation
Installation
Figure 6 Vertical Actuator Lift
! CAUTION
Never lift the actuator with a valve attached. Always handle actuator/valve assemblies by
attaching lifting equipment to the valve only.
NOTE:
When a vertical EHO Actuator is mounted to the valve, and in its nal orientation, the
spring module must be up and outboard end of the power cylinder positioned below the
Hydraulic Reservoir Breather. If not possible, contact Bettis for further instructions on
piping to elevate the breather.

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Section 2: Installation
Installation
2.5 Installing the EHO Actuator on the Valve
The actuator will be bolt-mounted directly to a bracket or adaptor that will be bolted
securely to the mounting ange top works of the valve.
2.5.1 Check to see that the dimensions of the bracket or adaptor are suitable for use
with the valve mounting ange and stem.
2.5.2 Check valve direction of rotation and the actuator direction of rotation to see they
match (for example: CW = close, CCW = open).
2.5.3 Check to see the actuator and valve are in the same relative position (see 2.3.3).
2.5.4 Check all mounting surfaces, they must be clean and free of debris to permit
proper t up.
2.5.5 Prior to mounting, grease the coupling bore and the bore of the actuator.
NOTE:
Do not apply grease to the mounting ange surfaces on the valve or the adaptor.
2.5.6 Install the stem key and grease it (keys may be held in place with tape).
2.5.7 Install the coupling onto the stem and stem key.
2.5.8 Install the coupling key and grease it.
2.5.9 Carefully align the coupling and key to the bore and keyway in the actuator and
slide the actuator onto the coupling until the adapter (bracket) bottoms out on
the valve bonnet.
NOTE:
Ensure the adapter seats out on the valve bonnet, without interference, before
installing fasteners.
2.5.10 Use the required fasteners to rmly attach the adapter to the valve bonnet.
Tighten the fasteners to their manufacturer’s recommended maximum torque
(dry or lubricated).

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Section 2: Installation
Installation
2.6 Setting the Stroke Limit Stops
2.6.1 The Bettis G or E-Series Actuator is provided with bi-directional travel stops
allowing 80° to 100° total travel (+/- 5° adjustment at each end of the 90° stroke).
2.6.2 Actuators are shipped from the factory with the travel stops adjusted for
approximately 90° rotation. Generally, it is necessary to make slight travel
stop adjustments once the actuator is installed on the valve. Refer to the valve
manufacturer's recommendations for specic requirements.
2.6.3 When the valve has internal stops, the actuator stops must be set so that the load
is applied to them, not the valve stops.
2.6.4 If adjustment is required, use the hand pump to move the actuator off the stop at
the Fail-safe Position before attempting to turn the adjusting screw (refer to 4.4,
Hand Pump Operation).
! CAUTION
Always use the hand pump to move the actuator off the stop before attempting to turn the
adjusting screw.
2.6.5 With the Fail-safe Position stop set, use the hand pump to move the actuator to
the other end of the stroke and check the stop position. If adjustment is required,
slowly pump the actuator off the full stroke position.
2.7 Hydraulic Fluid
Bettis Electro-Hydraulic Operated actuators are shipped with the reservoir lled to
operation level. Before commissioning and periodically afterwards, check to see the uid
level is correct. The oil ll cap is provided with a dipstick marked with a green and
a red mark. When the optional accumulator is drained of uid and the actuator is at
Fail-safe Position, the oil should be at the green mark. The reservoir also has a sight gauge
for the purpose of seeing uid is present. Should uid need to be added or replaced,
use only factory approved hydraulic uid.
This specication covers hydraulic uids which are approved by engineering for use in
Bettis Electro-Hydraulic Operated actuator in a temperature range from -40°F to 140°F
(-40°C to 60°C).

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Section 2: Installation
Installation
2.7.1 Approved Fluids
Standard Fluid [use with -20°F to 140°F (-29°C to 60°C) applications]
ConocoPhillips Megaow™ AW HVI Hydraulic Oil 22
Shell Tellus S2 V 22
Mobil DTE 10 Excel™ 22
Low Temperature Fluid [use with -40°F to 140°F (-40°C to 60°C) applications]
Mobil Univis™ HVI 13
Although other brands of uid matching the same specications may be used, to maintain
the warranty and ensure trouble free operation, always check with the factory before
substituting any other uid.
2.8 Accumulator (Optional)
2.8.1 Introduction
The Bettis SMART EHO Actuator may be equipped with an accumulator for modulating valve
control or to enable manual operation of the actuator if there is a loss of electrical power.
Accumulators always have the nitrogen pressure drained for shipping.
When using this procedure, refer to the Bettis SMART EHO Actuator General
Arrangement drawing and Hydraulic Schematic for the unit being worked on. Schematics
shown in this document are for illustration purposes only.
! WARNING
This unit contains high-pressure hydraulic uid and nitrogen gas. Exercise caution when
performing any type of maintenance. Wear proper safety attire and required personal
protective equipment, including safety glasses.
2.8.2 Accumulator Pre-charge
a. Locate Isolation Valve (Nitrogen Blow Down and Fill) for the Customer
Nitrogen Fill Connection, called out on the General Arrangement Drawing
and Hydraulic Schematic (see illustration below).
b. Close the Isolation Valve (Nitrogen Blow Down and Fill) and remove the
pipe plug from the adaptor.
NOTE:
The Adaptor is tapped with a 1/4-NPTF thread.

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Section 2: Installation
Installation
c. Ensure 3-way Isolation Valve is turned fully counterclockwise.
d. Slowly open Isolation Valve (Accumulator drain) and drain all the uid
back to the reservoir.
e. Connect a nitrogen supply to the Customer Nitrogen Fill Connection
at Isolation Valve (Nitrogen Blow Down and Fill).
f. Open the Isolation Valve (Nitrogen Blow Down and Fill) and
charge the Accumulator, to the pre-charge pressure as specied
by the Pressure versus Temperature Graph on the General
Arrangement Drawing.
NOTE:
For temperatures, which do not appear on the graph, the formula to calculate the
pre-charge pressure shown on the General Arrangement Picture Assembly should be used.
NOTE:
Recheck the pre-charge pressure after a time interval sufcient to insure the nitrogen
pressure is equal to the ambient temperature (a minimum of 4 hours). Adjust the
pre-charge pressure as required to conform to the Pressure versus Temperature graph.
g. After the nitrogen lling is complete, close the Isolation Valve (Nitrogen
Blow Down and Fill).
h. Disconnect the nitrogen supply and remove the female pipe adaptor from
Isolation Valve (Nitrogen Blow Down and Fill).
i. Install the straight thread plug and O-ring, shipped as an accessory, into
Isolation Valve (Nitrogen Blow Down and Fill).
NOTE:
The straight thread plug must be installed, after lling is complete, to prevent accidental
leakage of nitrogen from Isolation Valve (Nitrogen Blow Down and Fill).
j. Close Isolation Valve.

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Section 2: Installation
Installation
Figure 7 Typical EHO Optional Accumulator System
A
B
C
D
E
F
G
H
I
Table 3. Typical EHO Optional Accumulator System
Part Number Part Name
AReservoir
B Accumulator
C Nitrogen Relief Valve
D 3-way Isolation Valve
E Isolation Valve (Accumulator Drain)
F Isolation Valve (Nitrogen Blow Down and Fill)
G Nitrogen Pressure Gauge
H Nitrogen Gauge Isolation Valve
I Speed Control
TO MANIFOLD
POWER PORT
TO CYLINDER

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Installation
2.8.3 Pre-charge Verication
Check the nitrogen pre-charge in the accumulator periodically to ensure the accumulator is
at full potential. Follow the steps below and record nal readings for reference.
a. Shut off the hydraulic power supply to the accumulator.
b. Ensure 3-way Isolation Valve (D) is turned fully counterclockwise.
c. Slowly open Isolation Valve (Accumulator drain) (E) and drain all the uid
back to the reservoir.
d. Read the pressure at the nitrogen pressure gauge (G) and compare it to
the Oil/Temperature Chart shown on the General Assembly Drawing for
the job being checked.
e. If the pre-charge is low, add nitrogen to increase the pressure to
the requirements listed on the GA Oil/Temperature Chart. See 2.8.2,
Accumulator Pre-charge, if the pre-charge is high relieve pressure to equal
the GA Oil/Temperature Chart.
f. Record Information below.
g. With bypass valve closed, reconnect the hydraulic power supply and bring
the accumulator back up to full pressure.
h. Check the entire nitrogen circuit for leaks using a liquid leak detector such
as Snoop (manufactured by Swagelok). As the unit is self-contained, only
a zero leak rate is acceptable. Corrective action must be taken for any
leaks found.
! WARNING
This unit contains high-pressure hydraulic uid and nitrogen gas. Exercise caution when
performing any type of maintenance. Wear proper safety attire and required personal
protective equipment, including safety glasses. Ensure the accumulator has been drained
of all hydraulic and nitrogen pressure before attempting any repair.