Emerson EIM HQ Series User manual

Installation, Operation and Maintenance Manual
VCIOM-15204-EN Rev. 1
May 2020
EIM HQ Series Quarter-Turn Electric Actuator
Models HQ-008/015/020/030/050/060/080/120/200/300/
Manual HQ-400-1005

Installation, Operation and Maintenance Manual
VCIOM-15204-EN Rev. 1
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Notes
May 2020

Installation, Operation and Maintenance Manual
VCIOM-15204-EN Rev. 1
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Table of Contents
Section 1: General
1.1 Pre-Installation Inspection ............................................................................ 1
Section 2: Actuator Mounting
Actuator Mounting ................................................................................................. 2
Section 3: External Construction
External Construction ............................................................................................. 3
Section 4: Wiring Diagrams
Wiring Diagrams..................................................................................................... 4
Section 5: Power Requirements
Power Requirements............................................................................................... 6
Section 6: Duty Cycle
Duty Cycle .............................................................................................................. 7
Section 7: Handwheel Declutch / Manual Override
Handwheel Declutch / Manual Override .................................................................. 8
Section 8: Mechanical Travel Stop Adjustment
Mechanical Travel Stop Adjustment......................................................................... 9
Section 9: Electrical Connection
Electrical Connection............................................................................................ 10
Section 10: Limit Switch Setting Instructions
Limit Switch Setting Instructions........................................................................... 11
Table of Contents
May 2020
Table of Contents

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Installation, Operation and Maintenance Manual
VCIOM-15204-EN Rev. 1
Section 11: Torque Switch Adjustment
Torque Switch Adjustment.................................................................................... 12
Section 12: Reverse Acting (Counterclockwise to Close)
Reverse Acting (Counterclockwise to Close).......................................................... 13
Section 13: Lubrication
Lubrication............................................................................................................ 14
Section 14: MDPI (Mechanical Dial Position Indicator) Settings
MDPI (Mechanical Dial Position Indicator) Settings................................................ 15
Section 15: Maintenance
Maintenance......................................................................................................... 16
Section 16: Storage
Storage................................................................................................................. 17
Section 17: Mounting Base Detail
Mounting Base Detail............................................................................................ 18
Section 18: Drive Bushing Details
Drive Bushing Details ............................................................................................ 19
Section 19: Troubleshooting
Troubleshooting ................................................................................................... 20
Section 20: Product Features and Specications
Product Features and Specications...................................................................... 21
Table of Contents
Table of Contents
May 2020

Installation, Operation and Maintenance Manual
VCIOM-15204-EN Rev. 1 May 2020
1
Section 1: General
HQ Series electric actuators are design to provide reliable and efcient operation of 90°
quarter-turn valves, dampers, etc.
! WARNING
Use caution when working in, with, or around valves and actuators. High pressures, forces,
voltages and ammable media can be present.
! WARNING
Failure to follow instructions for proper electrical wiring, storage, set-up and maintenance
may cause serious injury, damage equipment, or void warranty.
1.1 Pre-Installation Inspection
Verify the actuator nameplate to insure correct model number, torque, operating speed,
voltage and enclosure type before installation or use. It is important to verify that the
output torque of the actuator is appropriate for the torque requirements of the valve and
that the actuator duty cycle is appropriate of the intended application.
Section 1: General
General

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Installation, Operation and Maintenance Manual
VCIOM-15204-EN Rev. 1
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Section 2: Actuator Mounting
Do not lift the actuator by the handwheel.
The actuator may be mounted in any position. The HQ-Series actuators are supplied
with a female drive output, ISO5211. Bolt patterns are provided for actuator mounting.
The actuator drive bush is removable for ease of machining.
It is mandatory that the actuator be rmly secured to a sturdy mounting bracket or directly
mounted to the valve’s ISO mounting pad. High tensile bolts or studs with spring locking
washers must be used. The valve output shaft must be in line with the actuator output
drive to avoid side-loading the shaft. To prevent backlash, no exibility in the mounting
bracket or mounting should be allowed.
Actuator Mounting
Section 2: Actuator Mounting

Installation, Operation and Maintenance Manual
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Section 3: External Construction
Figure 1 HQ-008 – HQ-120
Figure 2 HQ-200 – HQ-300
Conduit Entries
MDPI
Cover Bolts
Drive Bushing
Declutch
Lever
Cover
Handwheel
Travel Stop Bolts
Drive Bushing
Travel Stop Bolts
Gearbox
MDPI
Section 3: External Construction
External Construction

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Installation, Operation and Maintenance Manual
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OT OC
Section 4: Wiring Diagrams
Figure 3 AC Single Phase Power Model HQ 015 - 300
POWER
(V)
INCOMING
AC 1PH
LIVE
NEUTRAL
OVER
TORQUE
LAMP
CLOSE
LAMP
OPEN
LAMP OPEN STOP CLOSE
AUX. CONTACT
2 EXTRA SWITCHES
MAX. 250 V AC 16 A
SUGGESTED CUSTOMERS WIRING
ACTUATORS WIRING
CONDENSER
BASE
EARTH
Section 4: Wiring Diagrams
Wiring Diagrams

Installation, Operation and Maintenance Manual
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Figure 4 AC 3-Phrase Power Model
Wiring Diagrams
Section 4: Wiring Diagrams

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Installation, Operation and Maintenance Manual
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Section 5: Power Requirements
Consult the nameplate of the actuator for duty cycle and current draw information.
Section 5: Power Requirements
Power Requirements

Installation, Operation and Maintenance Manual
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Section 6: Duty Cycle
Duty cycle rated IEC34 – S2 (30%).
Exceeding the actuator’s rated duty cycle may cause thermal overload.
Section 6: Duty Cycle
Duty Cycle

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Section 7: Handwheel Declutch /
Manual Override
HQ actuators are provided with a declutchable manual override system.
• To manually operate the actuator, pull the manual declutch lever towards the
handwheel until it remains in position.
• Turn the handwheel until the valve reaches the required position.
• Turn clockwise to close and counter -clockwise to open.
! CAUTION
The manual declutch lever has motor preference, meaning that when the motor is
energized, the lever will automatically shift to auto position.
Section 7: Handwheel Declutch / Manual Override
Handwheel Declutch / Manual Override

Installation, Operation and Maintenance Manual
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Section 8: Mechanical Travel Stop Adjustment
Built-in mechanical stops are provided to prevent handwheel operation beyond total
valve travel.
• Loosen both locknuts and back out the stop bolts.
• Run actuator electrically to fully closed position.
• Screw close stopbolt in until it it seats, then back. Off 1/2 turn, install washer and
tighten locknut.
• Run actuator electrically to fully open position.
• Screw open stopbolt in until it it seats, then back. Off 1/2 turn, install washer and
tighten locknut.
Figure 5 Travel Stop Adjustment
! WARNING
Do not set the Actuator position limit switches to drive into the mechanical stops.
Damage can occur of electric unit is allowed to repeatedly stall into the end stops.
Locknut
Stop bolt
Section 8: Mechanical Travel Stop Adjustment
Mechanical Travel Stop Adjustment

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Section 9: Electrical Connection
• Move valve to mid-position by handwheel. This will allow sufcient time to stop
actuator in case of improper hook-up or reversed power phases.
• Identify means of removing power during hookup.
• Be sure no erroneous remote control signals can be received causing actuator
to energize.
• Electrically operate the valve in the open direction. If the valve closes, actuator
must be stopped and the power leads reversed to correct voltage phasing or
improper eld wiring.
• Set all eld conduit entries in accordance with National Electric Code Requirements.
! WARNING
Improper power voltage phasing eliminates protection of both the position limit switch and
torque switches, risking valve damage.
Section 9: Electrical Connection
Electrical Connection

Installation, Operation and Maintenance Manual
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Section 10: Limit Switch Setting Instructions
Figure 6
• Operate the actuator manually to closed position.
• Using a hex wrench, loosen the cam adjustment screw in the CLOSE limit switch cam.
• Rotate the CLS cam towards CW limit switch lever until the switch ‘clicks’.
• Tighten set screw with hex wrench.
• Operated the actuator manually to open position.
• Using a hex wrench, loosen the cam adjustment screw in the OPEN limit switch cam.
• Rotate the OLS can towards CCW limit switch lever until the switch ‘clicks’.
• Tighten set screw with hex wrench.
Close Limit
Switch Cam
Open Limit
Switch Cam
Cam Adjust-
ment Screw
Limit
Switches
Section 10: Limit Switch Setting Instructions
Limit Switch Setting Instructions

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Installation, Operation and Maintenance Manual
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Section 11: Torque Switch Adjustment
The torque switches are adjusted at factory to protect actuator and valve against over
torque. Should adjustment be necessary, please contact the factory, or your local EIM
distributor for assistance.
Section 11: Torque Switch Adjustment
Torque Switch Adjustment

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Section 12: Reverse Acting
(Counterclockwise to Close)
Standard factory actuators are normally set to clockwise rotation to close. However the
rotation can be reverse to counter-clockwise to close by simply reconguring the wiring
as follows:
• Exchange 9 and 10 in main actuator terminal block
• Exchange 11 and 12 in main actuator terminal block
If a PCU card is installed:
• Exchange Potentiometer input wires P1(Orange wire) and P3 (Grey wire) on PCU
• Change the direction of the indicator (HQ-200 and 300 only)
• Recalibrate by using Auto Calibrate feature
Section 12: Reverse Acting
Reverse Acting

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Section 13: Lubrication
The HQ series actuators are totally enclosed units with a permanently lubricated gear trains
(Moly EP Grease). Once installed lubrication should not be required. However, periodic
preventative maintenance will extend the operating life of the actuator.
Section 13: Lubrication
Lubrication

Installation, Operation and Maintenance Manual
VCIOM-15204-EN Rev. 1 May 2020
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Section 14: MDPI (Mechanical Dial
Position Indicator) Settings
• Manually rotate actuator to fully closed position
• Remove actuator cover
• Loosen indicator screw
• Adjust indicator to correct orientation
• Tighten indicator screw
• Replace cover
• Check indicator alignment
Section 14: MDPI Settings
MDPI Settings

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Section 15: Maintenance
At least once a year a check should be make of your EIM HQ Series Actuator.
• Disconnect all power to actuator.
• Open Electrical Enclosure. Inspect and tighten all electrical connections
• Visually inspect for any electrical or mechanical damage. Replace worn or
damaged components.
• Check lubrication consistency and levels. Fill or replace if required.
Section 15: Maintenance
Maintenance