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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August 2017
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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August 2017
Installation and Maintenance Manual
E2K-402-0817 Rev. 2
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
E2K-402-0817 Rev. 2 August 2017
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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August 2017
Installation and Maintenance Manual
E2K-402-0817 Rev. 2
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