Emerson EIM E796 M2CP Manual

Installation and Maintenance Manual
E2K-402-0817 Rev. 2
August 2017
EIM 2000 Series E796 M2CP

I
Installation and Maintenance Manual
E2K-402-0817 Rev. 2
Table of Contents
August 2017
Table of Contents
Table of Contents
Section 1: Introduction
1.1 DO ................................................................................................................ 1
1.2 DON'T ........................................................................................................... 1
1.3 Lubrication.................................................................................................... 2
1.4 Maintenance ................................................................................................. 2
1.5 Pressure Relief............................................................................................... 2
1.6 Short Term Storage....................................................................................... 3
1.7 Long Term Storage........................................................................................ 3
Section 2: M2CP Electical Hook Up
2.1 Electrical Hook Up......................................................................................... 5
Section 3: Assembly to Valves
3.1 Threaded Valve Stem .................................................................................... 6
3.1.1 Locknut Lockpin Installation ............................................................... 6
3.1.2 Stem Nut Installation (Multi-turn)....................................................... 6
3.2 Mounting Screws .......................................................................................... 7
3.2.1 Thrust Spool (Model 4000 & 5000) ..................................................... 7
3.2.2 Spline Bushing (Quarter-Turn) ............................................................ 8
3.3 Quarter-Turn Valve ........................................................................................ 8
3.3.1 Stop Setting Procedure....................................................................... 8
Section 4: Limit Switch Setting Instructions
4.1 Before making limit switch setting .............................................................. 10
4.2 To set Open Limit Switch (LSO).................................................................... 10
4.3 Set (LSC) Close Limit Switch ........................................................................ 12
4.4 To set Intermediate Switch (LSA or LSB), if included..................................... 13
4.5 Torque Seated Valves .................................................................................. 13
4.6 Torque Switch Calibration ........................................................................... 13
4.7 To set Open Torque Switch (TSO) ................................................................ 14
4.8 Torque Switch Rotation Limit ...................................................................... 14
Section 5: Multi-turn Actuators
5.1 Calibration .................................................................................................. 15
5.2 Quarter-Turn Model P, Q, R & M ................................................................... 16
Section 6: M2CP Wiring Diagram Symbols
6.1 Description ................................................................................................. 17
Section 7: Troubleshooting .................................................21

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August 2017
Installation and Maintenance Manual
E2K-402-0817 Rev. 2
Introduction
Section 1: Introduction
1.1 DO
1. DO follow proper storage procedures. Improper storage will voidwarranty.
2. DANGER: DO check for proper motor rotation. If valve goes wrong direction
when button is pushed, you have no torque or limit protection.
3-Phase incoming power voltage must have 2 wires 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 relief vent in highest point of gearbox.
6. DO use valve stem covers of sufcient length.
7. DO clean electrical enclosure ange thoroughly & lightly grease before closing.
8. DO secure electrical enclosure bolts (10-12 ft-lbs).
9. DO follow an annual maintenance procedure.
10. DO use caution when working on, with, or around valves and actuators.
You can be dealing with high pressures, forces, voltages and ammable 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 electrical actuator.
6. Don’t operate electrically without rst checking proper phase rotation, torque
and position limit switch adjustments (follow instructions on pgs 2, 4 and 5).
7. Don’t plug actuator motor by starting and stopping repeatedly to move a too
stiff valve. Check for cause.
8. Don’t jumper torque switches except as recom- mended by Wiring Diagram or
Valve Manufacturer.
9. Don’t use oversize thermal motor overloads to eliminate tripping problem.
Find cause and correct.
10. Don’t use a cheater to force the handwheel. You can damage gearing and shafts.
Find cause and correct.
11. Don’t torque seat valve, sluice gate or damper unless the valve manufacturer
recommends.
Section 1: Introduction

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Installation and Maintenance Manual
E2K-402-0817 Rev. 2 August 2017
Introduction
1.3 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 may not require lubricant
replacement.
1.4 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 & 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 operation of electric actuator, the gear temperature increase in combination with
variations of outdoor temperature will cause a small pressure build-up within actuator gear
box. EIM furnishes Pressure Relief Vent Fitting Part No. 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 on actuator gear box; remove 1/2 NPT plug and replace
with 83385. The possible locations of vent are shown on EIM Outline Drawing.
Section 1: Introduction

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Installation and Maintenance Manual
E2K-402-0817 Rev. 2
Introduction
1.6 Short Term Storage
(Stored at Job Site less than one year from shipment)
1. Actuator should be stored with motor shaft in horizontal position and electrical
enclosure in either the horizontal or vertical position.
Figure 1
LSM
Cover
PWR
Cover
Cover
L
S
M
Cover
PW
C
o
W
ov
WR
v
e
r
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 M2CP and store with other electrical and
electronic equipment in protected warehouse. If M2CP is not removed, Space
heater MUST be energized to protect electrical controls.
4. EIM supplies NPT plugs in each conduit entry. Do not remove until electrical hook-
up. The customer conduit should be routed to enter electrical enclosure at 1-1/2
(1.50) NPT located at lowest point, so condensation does not drain into enclosure
and damage parts.
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 M2CP should be removed and stored in a protected area. Follow
procedures of short term storage.
WARNING:
Failure to store actuator properly ill void warranty of electical & electronic components.
Section 1: Introduction

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Installation and Maintenance Manual
E2K-402-0817 Rev. 2 August 2017
M2CP Electrical Hook Up
Section 2: M2CP Electical Hook Up
Remove PWR and TBM covers to expose terminals for customer wiring. EIM Modular
Modular Control Package (M2CP) is available congured in many combinations of electrical
and electronic parts. Refer to WIRING DIAGRAM and EIM JOB SPEC SHEET for components
provided by EIM. 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. EIM 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
bare wire strip.400
.375 10 AWGmax
#8-32 (600V max)
bare wire strip
#6-32 (230Vmax
)
18-8 AWG (600V max)
.315
bare wire strip .450
.315 12 AWGmax
3
7
5
1
0
A
W
A
A
G
m
a
x
#
8
-
32
(
60
0
V
m
a
x
)
.
3
s
s
t
t
r
r
i
i
p
p
bare
ba
re
w
w
i
i
r
r
e
e
Circuit
Breaker
PWR
Terminal s
TBM
Terminal s
Section 2: M2CP Electrical Hook Up

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Installation and Maintenance Manual
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M2CP Electrical Hook Up
2.1 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 hook-up or reversed incoming power
voltage phases.
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.
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
CAUTION:
If voltage is improperly phased, Torque and Position Limit Switches are not in circuit to
protect valve.
Step 4. Seal all eld conduit entries in accordance with National Electric Code.
Section 2: M2CP Electrical Hook Up

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Installation and Maintenance Manual
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Assembly to Valves
Section 3: Assembly to Valves
3.1 Threaded Valve Stem
3.1.1 Locknut Lockpin Installation
Figure 3
(56)
(55)
(52)
(54)
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:
Install Locknut Lockpin (56) into drilled hole to prevent Stem Nut Locknut from working
loose and turning. When installing, the Locknut Lockpin - it should extend 1/4 inch above
the Drive Sleeve assembly to allow for future removal.
3.1.2 Stem Nut Installation (Multi-turn)
1. Unscrew Locknut (55) holding Bronze Stem Nut (54) and remove the 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.
Section 3: Assembly to Valves

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Installation and Maintenance Manual
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Assembly to Valves
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.
3.2 Mounting Screws
If EIM supplied adaptation, the mounting screws are included. If adaptation to 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.
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).
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.
3.2.1 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.
Section 3: Assembly to Valves

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Installation and Maintenance Manual
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Assembly to Valves
3.2.2 Spline Bushing (Quarter-Turn)
EIM removable Spline Bushing allows easy adaptation to valve shaft diameter and Key.
Actuator may be rotated with respect to 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 handwheel on actuator, move gear position indicator arrow to full Open or
Close (the position in Step 1)
4. Position actuator so Spline Bore is correctly aligned with the Spline Bushing on
stem shaft.
5. Move actuator onto shaft until ange faces properly mate. Secure with screws thru
the adapter ange into base of actuator.
3.3 Quarter-Turn Valve
3.3.1 Stop Setting Procedure
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
Type P, Q and R
(top mount)
(86)
(46)
(48)
Loosen both Locknuts (46) and back out two Stopbolts (86) to allow valve to close and
open fully. Ensure Electrical Travel Limit Switches have been adjusted (see appropriate
section of this manual), proceed as follows:.
1. Run actuator electrically to full Close.
2. Screw Close (86) Stopbolt in until it seats, then back off 1/2 turn. Install (48)
Washer and tighten (46) Locknut.
3. Run actuator electrically to full Open.
4. Screw Open (86) Stopbolt in until it seats, then back off 1/2 turn. Install (48)
Washer and tighten (46) Locknut.
Section 3: Assembly to Valves

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Installation and Maintenance Manual
E2K-402-0817 Rev. 2
Assembly to Valves
Figure 5 Full MCP Frame
(4) Type M/MG
(side mount)
(3)
(2)
(1)
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.
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.
4. Screw Open (1) Stopbolt in until it seats; back off 1/2 turn. Tighten Locknut.
5. Install (3) & (4) Seal Washer & Screw.
CAUTION:
Do not set actuator position Limit Switches to drive into mechanical stops.
Damage can occur if unit is repeatedly stalled into end stops.
Section 3: Assembly to Valves

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Installation and Maintenance Manual
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Limit Switch Setting Instructions
Section 4: Limit Switch Setting Instructions
4.1 Before making limit switch setting
1. Move valve to mid-position (use 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 position limit switch and
torque switches, risking valve damage.
4.2 To set Open Limit Switch (LSO)
1. Open valve during handwheel operation note rotation direction of screwdriver
(Fig. 6) in LSO Adjusting Shaft. After valve is fully Open, Close it three handwheel
turns to allow for coasting when motor is actuated.
Figure 6
Section 4: Limit Switch Setting Instructions

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Limit Switch Setting Instructions
2. Disengage spring loaded gear: Push Disengage Shaft in (Fig. 7a) down, then rotate
90° so shaft is captured down. This will disengage limit switch gears from spring
loaded drive gear.
Figure 7
Fig. 7a
Push
Down
Rotate 90°
NOTE:
Many turns may be required to set limit switches; it may be convenient to use a reversible
variable speed drill to rotate the adjusting shafts instead of a screwdriver.
Section 4: Limit Switch Setting Instructions

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Limit Switch Setting Instructions
3. Line up LSO indicator: If switch rotor arrow does not line with round holes
(within ± 15°) on plate as shown in Fig. 8a, rotate screwdriver in same direction
noted in Step 1 until switch just rotates. If arrows line up as shown in Fig. 8b, rotate
screwdriver in the opposite direction until switch just rotates.
Figure 8
Fig. 8a
Fig. 8b
4. Re-engage the spring-loaded drive gear by rotating disengage shaft in Fig. 8a.
Spring loaded disengage shaft will rise.
IMPORTANT:
To insure limit switch gears have re-engaged properly with spring loaded drive gear, rmly
“jiggle” (rotate) all adjusting shafts with screwdriver back and forth. Proper engagement
has been made if all shafts (LSC, LSO, LSA & LSB) will not turn with screwdriver.
4.3 Set (LSC) Close Limit Switch
1. Close valve, using handwheel. During handwheel operation note rotation direction
of screwdriver in LSC adjusting shaft. After valve is fully Closed,
Open it three handwheel turns to allow for coast.
2. Repeat steps 2 through 5 of LSO setting instructions with screwdriver in LSC cavity.
IMPORTANT:
“Jiggle” adjusting shafts.
Section 4: Limit Switch Setting Instructions

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Limit Switch Setting Instructions
4.4 To set Intermediate Switch (LSA or LSB), if included
1. Open Valve to desired position, then repeat steps 2 thru 5 of LSO.
NOTE:
“Jiggle” adjusting shafts.
4.5 Torque Seated Valves
If valve is a torque seated valve, and the geared limit contacts are used for indication only,
the LSC switch should be set several handwheel turns ahead of torque switch contact
action. This gives proper valve position Lamp indication in spite of minor position variations
which might occur due to torque seating.
4.6 Torque Switch Calibration
Figure 9
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 Close Torque.
b. Insert screwdriver in TSC slot. Press down to disengage and turn arrow to
setting determined in a). Release at this point and it will re-engage and
remain set.
c. Back the valve away from Close position and reseat by handwheel to
verify torque trip point is at desired setting. The trip point of switch is a
distinctive click as it breaks contact.
Section 4: Limit Switch Setting Instructions

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Installation and Maintenance Manual
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Limit Switch Setting Instructions
DANGER:
Reverse power voltage phasing removes torque switch protection from reversing contrac-
tor coil circuits. Valve damage could occur. If phasing has not been checked, do so before
proceeding. Back valve away from Close position with handwheel and test torque electri-
cally, using Close controls. Readjust as required.
4.7 To set Open Torque Switch (TSO)
a. Follow procedure as for TSC at TSO dial.
4.8 Torque Switch Rotation Limit
Adjustment rotation may be limited, Remove dial to expose anti-rotation pins. Remove
pins from position 10 and insert into the desired hole.
Figure 10
Section 4: Limit Switch Setting Instructions

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Multi-turn Actuators
Section 5: Multi-turn Actuators
Multi-turn top-mounted and side-mount bevel gear actuators require use of Gear
Reduction Assembly part no. 84055-0000 for Mechanical Dial Position Indication MDPI and
1-turn Pot. N-number replaces -0000 to complete part no. For 1-turn Pot only without Dial
Indication part no. is 84117-0000. Refer to EIM JOB SPEC SHEET for MDPI furnished.
MDPI Mechanical Dial Position Indication is a gear reduction assembly to convert multi-turn
valve stem nut turns to 270 degrees (.75 turn) for viewing position indication arrow thru
glass window on actuator electric switch compartment cover. Point of rotation reference
has been designated as N-number. N is the total number of electric actuator 12-tooth gear
limit spring-load pinion rotations for full valve stroke.
Figure 11
5.1 Calibration
MDPI & POT Drive is calibrated after LSC and LSO are properly set (Pg. 4). Move valve to
Close position. Manually rotate MDPI arrow to indicate Close. Calibration is now complete.
Open valve to check that MDPI arrow goes to Open, indicating that N is correct for full
valve travel. Potentiometer, if included, has been calibrated. Mechanical dial travel is 270°.
Approximately 5% of total Pot resistance is left on each end for total valve travel.
Section 5: Multi-turn Actuators

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Multi-turn Actuators
5.2 Quarter-Turn Model P, Q, R & M
Top-mount P, Q and R and several models of M/MG’s side-mount do not require MDPI gear
reduction assembly for 1-turn Pot. If multi-turn Pot is required, EIM JOB SPEC SHEET will list
84131-0000 or the correct assembly. Spec Sheet will list,(1) Pot clutch gear, (2) Pot input
gear and (3) potentiometer.
Figure 12
(1) Clutch Gear
(2) Pot Input
Gear
(3) Potentiometer
Section 5: Multi-turn Actuators

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M2CP Wiring Diagram Symbols
Section 6: M2CP Wiring Diagram Symbols
6.1 Description
Refer to EIM JOB SPEC SHEET and EIM WIRING DIAGRAM for components furnished.
Figure 13 Potentiometer
1K Ohm
CLOSE
Potentiometer slider is geared to Valve Position and "in-step" at all times.
Figure 14 Transformer
18V
H2 H1
115V 12V
Outputs: 120, 12 and 18Vac.
Figure 15 Pilot Lamps - LED Indicators
Actuated by position limit switches.
Figure 16 Position Limit Switch
LSC LSO
LSC shows open. LSO shown made.
Figure 17 Torque Limit Switches
TC2
TC1
N.C. Double Break Contacts Open when overload occurs. N.O. contacts make.
Figure 18 Fuse
F3
Section 6: M2CP Wiring Diagram Symbols