Emerson EIM 2000 Series Manual

Installation and Maintenance Manual
E2K-401-0817 Rev. 1
August 2017
EIM 2000 Series E1195 MCP

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Installation and Maintenance Manual
E2K-401-0817 Rev. 1
Table of Contents
August 2017
Table of Contents
Table of Contents
Section 1: Storage Instructions
1.1 Short Term Storage....................................................................................... 1
1.2 Long Term Storage........................................................................................ 1
1.3 Do................................................................................................................. 2
1.4 Don't............................................................................................................. 2
1.5 Lubrication.................................................................................................... 2
1.6 Maintenance ................................................................................................. 3
1.7 Pressure Relief............................................................................................... 3
Section 2: Assembly to Valves
2.1 Threaded Valve Stem .................................................................................... 4
2.1.1 Thrust Spool Installation (Multi-Turn) ................................................. 5
2.1.2 Spline Bushing (Quarter-Turn) ............................................................ 6
2.2 Quarter Turn Valve ........................................................................................ 6
2.2.1 Stop Setting Procedure (Quarter-Turn) ............................................... 6
Section 3: MCP and Electrical Hook Up
3.1 Modular Control Package - MCP .................................................................... 8
3.2 Electrical Hook Up......................................................................................... 9
Section 4: Geared Rotary Limit Switch Setting Instructions
4.1 Before making any switch setting:............................................................... 10
4.2 To set Open Limit Switch (LSO).................................................................... 10
4.3 To set Close Lmit Switch (LSC) ..................................................................... 12
4.4 To set Intermediate Switch (LSA or LSB)....................................................... 12
4.5 Torque Seated Valves .................................................................................. 12
Section 5: Torque Switch TSC and TSO Setting
5.1 Description ................................................................................................. 13
5.2 Adjust with Screwdriver............................................................................... 14
5.3 Approximate Torque Spring Chart............................................................... 14
5.4 Torque Switch Calibration ........................................................................... 14
5.4.1 To set CLOSE Torque Switch (TSC)..................................................... 14
5.4.2 To Set OPEN Torque Switch (TSO) ..................................................... 15
5.5 Switch Rotation Limit .................................................................................. 15

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Table of Contents
August 2017
Installation and Maintenance Manual
E2K-401-0817 Rev. 1
Table of Contents
Section 6: MDPI and Potentiometer Gear Box P/N 1030
6.1 Description ................................................................................................. 16
6.2 N Number ................................................................................................... 16
6.3 Calibration .................................................................................................. 16
6.4 MDPI and POT ............................................................................................. 17
6.5 Potentiometer Only .................................................................................... 17
6.6 Gear System to Field Mount MDPI ............................................................... 17
6.7 Part No. 1030 - CHANGE ............................................................................. 18
Section 7: Wiring Diagram
7.1 Symbols for MCP......................................................................................... 19
Section 8: Troubleshooting ................................................24

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Installation and Maintenance Manual
E2K-401-0817 Rev. 1 August 2017
Storage Instructions
Section 1: Storage Instructions
1.1 Short Term Storage
(Stored at job site less than one year from shipment)
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.
4. EIM 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.
1.2 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.
Section 1: Storage Instructions

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Installation and Maintenance Manual
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Storage Instructions
1.3 Do
1. Do follow proper storage procedures. Improper storage will void warranty.
2. DANGER: Do check for proper motor rotation. If valve goes 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 ange 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.
1.4 Don't
1. 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.
11. Don’t torque seat valve, sluice gate or damper unless the valve manufacturer
recommends.
1.5 Lubrication
EIM Actuators are factory lled with a high quality lubricant carefully selected to insure
actuator performance under specied operating conditions. Refer to EIM JOB SPEC
SHEET to identify the lubricant provided. Normal operation of actuator will not require
replacement of lubricant.
Section 1: Storage Instructions

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Installation and Maintenance Manual
E2K-401-0817 Rev. 1 August 2017
Storage Instructions
1.6 Maintenance
At least once a year a check should be made of your EIM 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.
1.7 Pressure Relief
During normal operation of Electric Actuator, gear temperature increase in combination
with outdoor temperature variations will cause a small pressure build-up.
EIM 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 EIM Outline Drawing.
Section 1: Storage Instructions

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Assembly to Valves
Section 2: Assembly to Valves
2.1 Threaded Valve Stem
Figure 2 Stem Nut Installation (Multi-Turn)
1. Unscrew Locknut (55) holding Bronze Stem Nut (54) and remove Stem Nut and
Key (52).
2. Lubricate Stem and run Stem Nut down Stem to check acme thread t, then
remove Stem Nut and set aside.
3. Lower actuator over Stem onto valve ange. The screws thru valve ange into
actuator must engage a minimum of one full screw diameter deep into bottom
base and be tightened to a preload. See assembly drawing for screw size and
torque to tighten properly.
4. Screw Stem Nut on Valve Stem until it enters Drive Sleeve. Line Nut Key with Drive
Sleeve keyway and insert Stem Nut Key (52).
5. Turn handwheel in Open direction, pulling the Stem Nut into Drive Sleeve until it
bottoms out (valve will begin to open).
CAUTION:
Locknut must be tight against stem nut.
6. Lower Locknut (55) over Valve Stem and screw into place rmly against top of
Stem Nut. Tap Locknut ears using brass drift.
Section 2: Assembly to Valves

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Installation and Maintenance Manual
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Assembly to Valves
2.1.0.1 Mounting Screws
If EIM 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 EIM. Screws thru
adapter MUST engage a minimum of one screw diameter deep into EIM actuator base.
2.1.0.2 Locknut Lockpin Installation
1. With the actuator in place on the 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). Use the groove in the Stem Nut
Locknut threads as a guide.
3. Install the Locknut Lockpin (56) into the drilled hole to prevent the Stem Nut
Locknut from working loose and turning.
NOTE:
When installing, the Locknut Lockpin should extend 1/4 inch above the Drive Sleeve
assembly to allow for easy removal.
2.1.1 Thrust Spool Installation (Multi-Turn)
1. Locate Thrust Mounting bolts.
2. Remove the eight mounting bolts and separate the Spool from the actuator.
3. Position the Spool over the Valve Stem. Thread the Spool onto the Valve Stem until
it meets the valve plate.
4. Bolt and secure the Spool onto valve.
5. Position actuator above Spool. Lower actuator onto Spool while manually rotating
the unit until ears on the Stem Nut and ears on the main Drive Sleeve mesh.
6. Grease the ange face before securing unit to Spool.
7. Re-install thrust plate mounting bolts. Tighten to proper torque.
NOTE:
Reverse procedure if the Stem Nut needs to be replaced. Actuator does not need to be
returned to factory for this procedure.
Section 2: Assembly to Valves

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Installation and Maintenance Manual
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Assembly to Valves
2.1.2 Spline Bushing (Quarter-Turn)
EIM 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.
2.2 Quarter Turn Valve
2.2.1 Stop Setting Procedure (Quarter-Turn)
Built-in mechanical stops are provided to prevent handwheel operation beyond total
valve travel (90° ± 6°).
Positive mechanical stops are in full accordance with AWWA 250% rim pull overload
requirement. End of travel stops are independently adjusted, locked in place and sealed.
Figure 3
Section 2: Assembly to Valves

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Assembly to Valves
Loosen both Locknuts (46) and back out the two Stopbolts (86) to allow the valve to close
and open fully. Insure 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 Closed position.
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).
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.
Section 2: Assembly to Valves

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MCP and Electrical Hook Up
Section 3: MCP and Electrical Hook Up
3.1 Modular Control Package - MCP
Electrical components are EIM factory assembled, wired and tested as a module,
with three possible MCP congurations.
1. MINI FRAME – Position LimitSwitches, Torque Limit Switches, and Terminal Strip.
(No Controls).
Figure 4 Mini MCP Frame
2. SHORT FRAME – Furnished when Reversing Contactor or additional electrical
controls are supplied.
Figure 5 Short MCP Frame
Section 3: MCP and Electrical Hook Up

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MCP and Electrical Hook Up
3. FULL FRAME – Reversing Contactor with the addition of electronic plugin modules.
Figure 6 Full MCP Frame
Close Pushbutton
Stop Pushbutton
Selector Switch
Torque Switches
Limit Switch Contacts
Rever
sing
Contactor
Open Pushbutton
Pilot Lamps
Fuse
Terminal Strip
Control
Transformer
Limit Switch Gear Box
Space Heater
EIM Modular Control Package (MCP) is available congured in thousands of possible
combinations of electrical and electronic parts. Refer to WIRING DIAGRAM and EIM JOB
SPEC SHEET provided by EIM with each actuator.
3.2 Electrical Hook Up
Step 1. Move valve to mid-position by handwheel. This will allow sufcient time to
stop actuator in case of improper hookup or reversed power phases.
Step 2. Identify a means of removing power from actuator during check out.
Step 3. Be sure no erroneous remote control signal can be received causing actuator
to energize.
Step 4. Energize Open control to check operation of contactor and push buttons.
Open controls must move valve in Open direction. If valve Closes, actuator
must be stopped and the power leads reversed to correct voltage phasing or
improper eld wiring.
CAUTION:
If voltage is improperly phased, Torque and Limit Switches are not in circuit to protect valve.
Step 5. Seal all eld conduit entries in accordance with National Electric Code
requirements
Section 3: MCP and Electrical Hook Up

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Geared Rotary Limit Switch Setting Instructions
Section 4: Geared Rotary Limit Switch
Setting Instructions
4.1 Before making any switch setting:
1. Move valve to mid-position using handwheel.
2. Phase the power (motor) voltage and make sure that open contactor moves valve
Open and Close contactor moves valve Closed.
DANGER:
Improper power voltage phasing eliminates protection of both geared limit switch and
torque switch, risking valve damage.
4.2 To set Open Limit Switch (LSO)
1. Open valve — During handwheel operation note direction of rotation of LSO
Adjusting Shaft (1) Fig. 7. After the valve is fully Open, Close it three handwheel
turns to allow for coast.
Figure 7
(1)
Section 4: Geared Rotary Limit Switch Setting Instructions

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Geared Rotary Limit Switch Setting Instructions
2. Disengage spring loaded spur gear — Push Disengage Shaft (2) in Fig. 8 down, then
rotate 90° so that shaft is captured in down position. This disengages limit switch
gears from the spring loaded gear pinion assembly.
Figure 8
(2)
3. Line up LSO indicator: If switch rotor does not line with arrows on instruction plate as
shown in g. 9, rotate screwdriver in same direction noted in Step 1 until switch just
rotates. If indicators line up as shown in g. 9a, rotate screwdriver in the opposite
direction until switch just rotates, then slowly reverse direction to match g. 9a.
Figure 9
Fig.
9a
Re-engage spring loaded spur gear by turning Disengage Shaft (2) in Figure 8.
Disengage Shaft (2) will rise.
Section 4: Geared Rotary Limit Switch Setting Instructions

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Geared Rotary Limit Switch Setting Instructions
IMPORTANT:
To insure that spur gears have engaged properly, lightly jiggle all adjusting shafts (1) with
screwdriver back and forth; proper engagement has been made if all shafts will not turn. If
all shafts do not lock in place, the limit switch setting will be lost when valve is moved.
NOTE:
Since many turns may be required to set limit switches, it may be convenient to use a
reversible variable speed drill to rotate Adjusting Shaft (1) instead of screwdriver.
Limit Switch Gear Box is gear driven by the gear limit pinion assembly. The gear limit
pinion is driven by the actuator output worm and is always mechanucally in step with valve
position. N is the total number of turns of spring loaded gear limit pinion assembly for full
valve stroke.
4.3 To set Close Lmit Switch (LSC)
1. Close valve, using handwheel. During handwheel operation note direction of LSC
adjusting shaft. After valve is fully Closed, Open it several handwheel turns to
allow for coasting.
2. Repeat steps 2 through 5 of LSO setting instructions with screwdriver in LSC cavity.
4.4 To set Intermediate Switch (LSA or LSB)
1. Open Valve to desired position, then repeat steps 2 through 5 of LSO.
4.5 Torque Seated Valves
If valve is a torque seating valve, and the geared limit contacts are used for pilot light
indication only, the LSC switch should be set several handwheel turns ahead of torque
switch contact action. This gives proper valve position Pilot Lamp indication in spite of
minor position variations which might occur due to torque seating.
Section 4: Geared Rotary Limit Switch Setting Instructions

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Torque Switch TSC and TSO Setting
Section 5: Torque Switch TSC and TSO Setting
5.1 Description
EIM Torque Switch senses mechanical over load in Close (TSC) or Open (TSO) direction.
Worm is supported with bi-directional disc spring stack. As worm and gear torque
increases, the worm moves axially against spring allowing Torque Limit Gear Assembly to
rotate Part No. 1050, Torque Switch.
Part Number 1050 has N.C. contact for (LSC) and (LSO). Part number 1050-1, in addition to
N.C. also provides a N.O. contact.
Figure 10
Section 5: Torque Switch TSC and TSO Setting

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Torque Switch TSC and TSO Setting
5.2 Adjust with Screwdriver
The only tool required for torque adjustment is a screwdriver. To change setting:
push screwdriver down about 1/16" and rotate.
Figure 11
5.3 Approximate Torque Spring Chart
See EIM supplied specication sheet for approximate torque spring settings.
Manufacturing tolerances affect the torque at a specic torque switch setting.
If exact torque curve is required; at an additional charge, EIM will test and plot curve for
specic actuator.
5.4 Torque Switch Calibration
5.4.1 To set CLOSE Torque Switch (TSC)
a. Close valve using handwheel. Set valve to the desired torque. Observe
rotating dial for number that corresponds to desired Valve Close Torque.
b. Insert screwdriver in slot of TSC dial. Press down to disengage and turn
the arrow to the setting determined in a). Release at this point and it will
re-engage and remain set automatically.
c. Back the valve away from Close position and reseat by handwheel to verify
the trip point is at desired setting. The trip point of switch is distinctive as
it makes or breaks contact.
Section 5: Torque Switch TSC and TSO Setting

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Torque Switch TSC and TSO Setting
DANGER:
Reverse voltage phasing removes torque switch protection from reversing contractor valve
damage could occur.
If phasing has not been checked, do so before proceeding. Back valve away from Close
position with handwheel and test electrically, using Close controls. Readjust as required.
5.4.2 To Set OPEN Torque Switch (TSO)
a. Follow the procedure as for the TSC in open position.
5.5 Switch Rotation Limit
Torque Switch adjustment rotation may be limited. Remove switch cover to expose
anti-rotation pins at Open and Close positions. Remove pin from position 10 and insert
into desired number. Torque may be roughly estimated from Table on EIM Spec Sheet or
determined by production or actual eld test.
Figure 12
Section 5: Torque Switch TSC and TSO Setting

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MDPI and Potentiometer Gear Box P/N 1030
Section 6: MDPI and Potentiometer Gear Box
P/N 1030
6.1 Description
Mechanical Dial Position Indicator, MDPI, Part No. 1030 is a precision assembly of gears,
shafts, bearings and slip-clutch designed to drive Position Indication arrow and/or
Potentiometers. The MDPI is geared to actuator mechanism and is “in-step” with the valve
position at all times, whether operation is by motor or handwheel. MDPI is mounted to
the top of Limit Switches; this allows addition of potentiometer to valve actuators that
are determined later to require process control. Top mounting allows for moving valve
actuator from one valve to another.
Figure 13
6.2 N Number
N is the total number of Gear Limit Pinion turns for full valve travel.
Pinion is Part No. (17) on assembly drawings.
6.3 Calibration
MDPI & POT Drive is calibrated after LSC and LSO are properly set.
See Section 4 - Geared Rotary Limit Switch Setting Instructions.
Section 6: MDPI and Potentiometer Gear Box P/N 1030