Emerson BETTIS 23 SH User manual

Installation, Operation and Maintenance Manual
DOC.IOM.RG.US Rev. 11
November 2021
Bettis Rotary Gas/Hydraulic Operator
Scotch Yoke Valve Operator

Installation, Operation and Maintenance Manual
DOC.IOM.RG.US Rev. 11
Notes
November 2021
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Installation, Operation and Maintenance Manual
DOC.IOM.RG.US Rev. 11
Table of Contents
November 2021
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Table of Contents
Table of Contents
Section 1: Safety Warning
1.1 Operating Instructions...................................................................................1
1.2 Installation.....................................................................................................1
1.3 Start-Up Checks .............................................................................................1
1.4 Maintenance and Operational Testing ............................................................1
1.5 End of Stroke Valve Instructions .....................................................................1
1.6 Operator Maintenance ...................................................................................1
1.7 Operating Procedure......................................................................................2
Section 2: Operating Instructions
Operating Instructions.............................................................................................3
Section 3: Installation
3.1 Field Mounting...............................................................................................5
3.2 Extended Storage........................................................................................... 7
Section 4: Install Connections
Install Connections .................................................................................................. 8
Section 5: Prestart-Up Checks
Prestart-Up Checks ..................................................................................................9
Section 6: Start-Up Checks
Start-Up Checks .....................................................................................................10
Section 7: Scheduled Maintenance and Operational Testing
Scheduled Maintenance and Operational Testing...................................................12
Section 8: Instructions for the SW-4 Limit Switch
Instructions for the SW-4 Limit Switch ................................................................... 15
Section 9: Instructions to Set End of Stroke
Instructions to Set End of Stroke ............................................................................ 16

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Table of Contents
November 2021
Installation, Operation and Maintenance Manual
DOC.IOM.RG.US Rev. 11
Table of Contents
Section 10: Operator Information
Operator Maintenance ...........................................................................................17
Section 11: Operator Disassembly
Operator Disassembly............................................................................................20
Section 12: Operator Assembly
Operator Assembly ................................................................................................22
Section 13: Hydraulic Fluid
Hydraulic Fluid.......................................................................................................24
Section 14: Troubleshooting
Troubleshooting ....................................................................................................25
Section 15: Drawings and Schematics
Drawings and Schematics ......................................................................................26
Section 16: Maintenance Log
Maintenance Log....................................................................................................36
Section 17: Rotary Gas/Hydraulic Notes
Rotary Gas/Hydraulic Notes ...................................................................................37

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Section 1: Safety Warning
Safety Warning
Section 1: Safety Warning
Please refer to the applicable section for details and further information.
1.1 Operating Instructions
This equipment exhausts gas as part of its operating cycle. Wear hand, ear, and eye protection, and
keep sparking devices and open ames away.
1.2 Installation
For nal assembly over stem to valve: to lift the operator only, use lifting eyes with a 3 leg sling and
one shortening hook.
Excess operator travel can cause damage to end of stroke (trigger) valve if over-travel occurs and the
trigger interferes with the component. The operators mechanical end-stops are preset at the factory
for 90° travel.
1.3 Start-Up Checks
If unit has a fail or ESD (Emergency Shut Down) position, the fail-safe or ESD controls may have to
be temporarily disabled, bypassed or overridden by AUTO/MANUAL selector to prevent inadvertent
valve operation.
1.4 Maintenance and Operational Testing
De-pressurize operator before attempting to service power gas lter, check tank uid level or check
manual operation of handpump.
1.5 End of Stroke Valve Instructions
Changing operator travel can cause damage to end of stroke (trigger) valve if over travel occurs and
trigger strikes component.
1.6 Operator Maintenance
Gas/Hydraulic tanks should be drained and ushed if uid is contaminated with scale, rust,
particulates, water, foam, or etc. Flush only with hydraulic uid. Rell with ltered uid.

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Section 1: Safety Warning
Safety Warning
1.7 Operating Procedure
1. Manual Operation with Power Gas:
a. Press upper left relay handle and hold to close line valve.
b. Press upper right relay handle and hold to open line valve.
2. To Disarm Operator:
a. Shut off power gas supply.
b. Push either upper relay handle halfway to bleed pressure.
Figure 1 Instruction sticker for gas/hydraulic operation with manual selector,
safe operation with power gas and operating procedure
STICKER-1 STICKER-2
Note:
Red characters on white background, easy release backing.

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Section 2: Operating Instructions
Operating Instructions
Section 2: Operating Instructions
Refer to specic schematic drawing and list of components at the end of this document and
"Operating Procedure" diagram which is located inside the control package cover on the unit.
NOTE:
Operating procedures for equipment with automatic switching capability vary with particular
applications. Refer to Owners Procedures for operators with automatic or remote switching devices.
NOTE:
The two gas switching relays used for local manual operation are located on the control plate lter
manifold assembly inside the control cover. The hand pump is located below the control box.
! CAUTION
This equipment exhausts gas as part of its operating cycle. Wear hand, ear and eye protection, and
keep sparking devices and open ames away.
1. WITH POWER GAS or auxiliary nitrogen bottle present, appropriate shut off valves open,
and both selector knobs located on the handpump pulled out into the auto position.
a. To close the line valve, press and hold the left side closing handle on the gas
switching relay. Release handle after the line valve is closed.
b. To open the line valve, press and hold the right side opening handle on the gas
switching relay. Release the handle after the line valve is open.
2. WITHOUT POWER GAS, and supply shut off valve closed.
Refer to Shafer Manual Handpump IOM (Document Number: MHP-01102001).
a. To close the operator using the handpump, push the left side selector knob in
and start pumping the operator closed. Upon completion of the stroke, pull the
selector knob out and press the small manual relief valve to retract the handpump
upper ram back into the pump body.
b. To open the operator using the handpump, push the right side selector knob in
and start pumping the operator open. Upon completion of the stroke, pull the
selector knob out and press the small manual relief valve to retract the handpump
upper ram back into the pump body.
3. TO DISARM OPERATOR, shut off the supply valve and press either handle on the gas
switching relays approximately halfway to vent power gas.
NOTE:
Read this document thoroughly to understand the general arrangement and functioning, and to be
able to proceed safely and efciently using the necessary tools and equipment required.

Operator
Control Panel Cover
Mounting
Arrangement
“A”
Flange Adaptor for Matching Valve
(Shipped bolted to operator)
Valve KEY, __ X __ X__ LG, QTY __
Valve Gear Flange
Valve BOLTS, _____ X __ LG, QTY __
Spool type adaptor for matching valve
(shipped bolted to operator or loose
depending on crating restrictions)
Valve STUDS W/NUTS, _____ X __ LG, QTY __
Operator KEY, __ X __ X __ LG, QTY __
Valve Stem Connector to Operator
Valve key retained in stem connector
Valve Gear Flange
Valve BOLTS, _____ X __ LG, QTY __
Operator BOLTS, _____ X __ LG, QTY __
Valve STUDS, _____ X __ LG, QTY __
C/W NUTS, QTY __
Mounting
Arrangement
“B”
Tolerances
XXX ± 0.5 [±10]
XX ± 0.2 [±5]
X ± 0.1 [±2]
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Section 2: Operating Instructions
Operating Instructions
Figure 2 Mounting instructions for valves with gear anges
Operator
Control Panel Cover
Flange Adaptor for Matching Valve
(Shipped bolted to operator)
Valve KEY, _X_X_LG, QTY__
Valve Gear Flange
Valve STUDS W/NUTS,___X_LG, QTY__
Valve BOLTS,___X_LG, QTY__
Spool Type Adaptor for Matching Valve
(shipped bolted to operator o r loose
depending on crating restrictions)
Operator BOLTS,___X_LG, QTY__
Operator KEY, _X_X_LG, QTY__
Valve Stem Connector to Operator
Valve key retained in stem connector
Valve Gear Flange
Valve BOLTS,___X_LG, QTY__
Valve STUDS,___X_LG, QTY__
C/W NUTS, QTY__
Mounting
Arrangement
"B"
Mounting
Arrangement
"A"
NOTE:
Operator is typically shipped in OPEN position. Mounting hardware is located on a pallet or inside the
control panel cover.

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Section 3: Installation
Installation
Section 3: Installation
NOTE:
Mounting hardware is usually located on the shipping pallet/crate or inside panel cover of unit.
Gas/Hydraulic tanks must remain generally vertical, regardless of valve and valve stem orientation.
Lifting eyes are to be used in combination, with a 3 leg sling with one shortening hook, to lift the
operator only.
3.1 Field Mounting
1. Determine actuator orientation in relation to the pipeline and valve stem.
2. Place operator and valve in the same position (both open or both closed). Damage to
valve and/or operator can be caused if operator tries to open or close a valve against valve
internal stops. Operator position can be conrmed safely by operation with handpump.
3. Check mounting surfaces, valve stem, operator bore and orientation for any dimensional
discrepancy, dirt, rust, etc.
4. It is recommended that the stem key be set in place at this point before actuator is installed
on the valve stem.
5. Set operator in position on the valve. Keep hooks and chains clear of tubing and accessories.
6. Install mounting bolts to fasten operator to valve. Align operator to valve while bolts are
slightly loose, then tighten mounting bolts evenly and thoroughly to industry standard for
the grade and size of bolt.
7. If necessary, temporarily remove yoke cover and install key using tapped hole and eyebolt.

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Section 3: Installation
Installation
Figure 3 Typical lubricator extension to lubricator plug valve with rotary limit switch
Yoke Cover Hub
1/4 NPT
Button Head Lubricator
Fitting
5/16 NC set screw
2 PLCS
0.25 REF
"L" Typical
Lubricator Adapter
MTG Plate/Spool
0.50 REF
Pipe NPS 1/4
O-ring
Yoke Cover
0.40 REF
8. If necessary, adjust operator end stops for line valve fully open and fully closed positions.
(Stops are factory set for approximately 90° rotation). Refer to Figure 5.
a. Position operator against the appropriate stop to be adjusted.
b. Remove stop cover.
c. Adjust end-stop into or away from operator as required.
d. Position operator against stop if adjustment (c) was away.
e. Install and tighten stop cover, not to damage the o-ring.

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Section 3: Installation
Installation
Notice the end stop adjustment table below. The stop cover must be tightened rmly to seal against
full rated pressure.
NOTE:
If equipped, the end of stroke valve can be damaged by overtravel of the actuator. Refer to Section 9
for adjustment of end of stroke valve.
Table 1. End Stop Movement vs. Degrees Rotation
Series 3 Series 6 Series 7
End Stop Movement per turn (inches) 0.125 0.125 0.125
Stem/Shaft Rotation per turn (degrees) 2.05 1.30 1.02
End Stop Location Cylinder
Cover or Jam Nut Torque (ft-lb) 45 130 360
9. Re-install yoke cover and gasket if removed and proceed to Section 4.
3.2 Extended Storage
1. Indoor storage, if available, is recommended. Actuators can be stored under normal
warehouse conditions up to a year providing they are stored in the original packaging and
orientation with the ambient temperature not exceeding 125 °F (52 °C).
2. Storage conditions should be such that the actuators are protected from excessive moisture,
dirt, re, salt spray, corrosive liquids, paint over-spray, etc. Actuators should not be stored in
an atmosphere harmful to resilient seals.
3. Nothing should be stacked on top of the equipment during storage and the equipment
should be stored away from large moving equipment where damage would result
from contact.
4. After long term storage, the actuator may require the installation of a service kit before
being placed into service.

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Section 4: Install Connections
Install Connections
Section 4: Install Connections
1. Supply gas take-off should be from top or side of header. Supply gas connection is as per
schematic drawing. User should provide a shut off valve on supply, and size lines to ensure
draw down when operating valve does not interfere with pressure sensing devices, that is,
use proper size of tubing for ow and pressure purposes.
2. In the case of a volume tank (power gas storage bottle) with inlet check, user should
conrm that the tank is rated and/or protected against any possible supply overpressure or
thermal expansion overpressure.
3. Electrical connection(s), to junction box if any, are as per wiring diagram and electrical drawings.
4. Conduit connection to limit or pressure switch, if eld installed, are to comply with all local
regulations (seal within 18 inches for explosionproof).

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Section 5: Prestart-Up Checks
Prestart-Up Checks
Section 5: Prestart-Up Checks
A. Check Operator
1. Unit has been mounted on valve properly. Gear ange mounting bolts, stem key,
set screw(s) installed and secured.
2. No tubing damaged or accessories dislodged during shipping or installation.
3. Indicated position conrms valve position.
4. All control components in normal operating position as per schematic and
wiring diagram.
5. If removed, yoke cover, limit switch, or end of stroke valve must be re-installed
and secured.
6. Limit switch shaft centerline aligned with yoke cover/operator stem centerline.
7. In case of valve stem lubricator, two piece yoke cover set screws are secured and
stem section is centered in yoke cover. There is a gap between top of yoke cover
hub and limit switch adapter. Refer to Figure 3.
B. Check Connections
1. Pneumatic/hydraulic connections are tight.
2. Power gas/signal gas connected to identied ports as per schematic.
3. If equipped, electrical connections are secured.
4. Wiring connections as per wiring diagram.

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Section 6: Start-Up Checks
Start-Up Checks
Section 6: Start-Up Checks
NOTE:
If unit has a fail or ESD (Emergency Shut Down) position, the fail-safe or ESD controls may have to
be temporarily disabled, bypassed, overridden by the control room or AUTO/MANUAL selector to
avoid inadvertent valve operation.
To check operation in AUTO or MANUAL mode, temporarily disconnect the ESD control component
(pilot, solenoid, switching relay) signal line, and plug or cap it so it does not bleed the system during
check out procedures.
1. If possible, with power gas supply off, manually operate unit to full open and close positions
by the handpump on unit. When each position has been reached, Check:
a. Operator stop settings. If adjustment is required, refer to Section 3.
b. Fluid levels in tanks. Refer to Figure 6 and the decal on the manifold plate for
correct level for each position.
c. If equipped, limit switches and end of stroke valves are actuated the correct
position, refer to Sections 8 and 9.
2. Apply power gas supply. Conrm power gas supply pressure.
a. Gas/Hydraulic rotary or linear maximum operating pressure as per tank and
operator Nameplates, minimum as specied by user. Consult factory for minimum
pressures lower than 300 psi.
3. Check connections for leaks with soapy water. Check:
a. For leaks at supply points/ttings in supply line.
b. For hydraulic/pneumatic leaks at ttings.
4. To check manual and automatic operation:
a. If equipped with an auto/manual selector, place selector in "MANUAL" position.
b. Manually operate relay handles as per instructions to stroke the actuator to the
"open" or "close" position. Check for leaks at connections and check exhaust gas
blowby after stroke is completed.
Note: There will be exhaust gas present after the stroking of the operator.
c. If equipped, put selector in "AUTO" position.
d. Simulate automatic operation by energizing or de-energizing solenoid(s), and/or
pneumatic pilot signals.
e. Check for leaks and blowby at the exhaust port of components during operation,
check limit switch contacts and end of stroke adjustment.

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Section 6: Start-Up Checks
Start-Up Checks
5. Shut off power gas supply and disarm operator as per instructions.
a. Replace any tubing that was removed or disconnected that bypassed pneumatic
pilot signals for above test. Refer to schematic.
b. Remove electrical jumper(s) installed to simulate "AUTO" operation unless required
to operate ESD device. Refer to wiring diagram.
6. Emergency shutdown/fail position operation check out.
a. Ensure operator is in normal operating position.
b. Apply/remove the required ESD signal to operate the unit.
c. Apply power gas supply to the unit, it should operate to ESD/Fail position.
7. Restore all tubing and wiring as per normal operating conditions.
a. Apply power gas supply to the unit.
b. If equipped, place AUTO/MANUAL selector to "AUTO" position.
c. Actuator is ready to operate in normal operating conditions.

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Section 7: Scheduled Maintenance and Operational Testing
Scheduled Maintenance and Operational Testing
Section 7: Scheduled Maintenance and
Operational Testing
A program of scheduled maintenance and operational testing of the operator by a trained technician
is recommended.
NOTE:
De-pressurize operator before attempting to service power gas and pilot gas lter/strainer, draw
contamination from the tanks, or check tank uid level.
The following test and maintenance procedure should be performed at least once per year.
1. Drain accumulated moisture and contaminants from gas lter/strainer, refer to Figure 15.
The two lter/strainer elements can be removed from the manifold body without removing
any other component or assembly including tube ttings and tubing runs. Small pipe and
ush plugs do not need to be removed for lter maintenance.
a. Before replacing or cleaning the lter/strainer elements ensure the power gas is
blocked and or vented to atmosphere.
b. The two lter/strainer elements items (3) and (4) can be easily replaced by
removing the two hex head end caps item (5). The hex caps can be removed
using conventional tools such as 1-7/16 inch socket wrench or standard
adjustable wrench.
c. Carefully remove the lter/strainer elements items (3) and (4) including the
strainer seals item (2) from the manifold body item (1).
Note: item (3) element is 25 microns, item (4) is 140 microns. Item (4) (140
microns) is the inlet high pressure power gas lter, item (3) (25 microns) is the
high pressure instrument gas lter and is used to protect the instrument regulator
inlet gas to the regulator and all downstream elements from the regulator such as
solenoid and pilot valves if applicable.
d. The strainer/lters elements can be replaced at this time or cleaned using conventional
solvents that are typically used to clean hydrocarbon wetted components.
Note: the strainer/lter elements are constructed from two parts; the outer stainless
steel shell with multiple perforated holes, and the inner stainless-steel mesh screen
with the screen formatted for either 25 or 140 microns. Both parts can be cleaned
with the same solvent. Be sure to carefully remove any solid particulates from the
inner mesh screen before re-installing into outer shell of the lter/strainers.

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Section 7: Scheduled Maintenance and Operational Testing
Scheduled Maintenance and Operational Testing
e. Place both lter/strainer seals item (2) on to the ends of the reassembled outer
and inner lters and insert into the manifold body item (1).
f. Using a generous amount of grease or hydraulic uid on the two hex cap o-rings
item (6) screw the hex caps into the body until the hex cap bottoms out. No
specic torque is required for tightening since the hex cap design is a straight
thread/o-ring sealing designed component.
Note: before re-installing the hex caps (2) and o-rings (6), visually inspect the
o-rings (6) for any nicks or abrasions. Replace o-rings if worn or cuts are observed.
Notes:
- Recommended replacement period for both lter/strainer elements 5 years.
- Recommended cleaning for both lter/strainer elements annually, or more often based on
power gas cleanliness.
2. Drain contaminants from gas/hydraulic tank(s) and rell to proper tank levels.
Refer to Figure 6.
NOTE:
If equipped with additional gas lters, check elements and consider replacing them as it may be
clogged with contaminants.
3. Refer to Section 2 to ensure that proper method of operation is followed.
4. Check manual operation with handpump, refer to Section 2.
a. There should be noticeable suction on the suction stroke, decreasing as the pump
cylinder lls, indicating suction lines are open and full of uid.
b. Handle effort on the pressure stroke will depend on line pressure and line
valve position.
c. Pressure stroke should be smooth and feel solid, not spongy, indicating pressure
lines are open and full of uid.
d. At the end of operator stroke (line valve open or closed) the handle should
stop solid on the pressure stroke, indicating no bypass ow in operator or hydraulic
components.
e. Test by applying 150 lb force for two minutes to the pump handle provided with
the unit.
f. Press relief knob to move clevis and handle in the down position.

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Section 7: Scheduled Maintenance and Operational Testing
Scheduled Maintenance and Operational Testing
5. Check manual operation with power gas.
a. Depress appropriate relay handle. There should be a steady ow of gas entering
the gas/hydraulic tank.
NOTE:
Some effort (up to 50 lb) should be required to fully depress handle, indicating adequate supply pressure.
b. The operator should stroke smoothly, indicating gas/hydraulic tank levels are okay
and operator mechanicals are okay.
c. Fluid returning to the opposite tank during stroking will cause a continuous slight
exhaust gas ow from exhaust port, but which stops when the operator reaches
end of stroke. This indicates proper relay function and no bypass ow in operator
or gas/hydraulic components.
d. There should be no leaks of gas or hydraulic uid.
e. Upon releasing relay handle, there should be a momentary rush of gas from
exhaust port as the pressurized gas/hydraulic tank is vented.
6. Operating with power gas, check remote/automatic operation.
NOTE:
Ensure that adequate pressure and ow of gas, and correct hydraulic uid levels are present.
a. Shut off valve should be open.
b. There should be no gas leaks.
c. Hydraulic speed control valves should be partially open.
d. With appropriate meter or gauge, check for correct signal condition.
e. Simulate remote or automatic switching.
f. During stroking of the operator, there should be no signal gas leakage indicating
that the signal section of the switching relay is okay.
g. Test the handpump safety feature. With the handpump handle in place and the
handpump in manual mode, while standing well clear, apply power gas manually
in the same direction (open/close) as handpump handle movement.

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Section 8: Instructions for the SW-4 Limit Switch
Instructions for the SW-4 Limit Switch
Section 8: Instructions for the SW-4 Limit Switch
NOTE:
In hazardous locations, install sealing tting(s) in accordance with local regulations and national code.
Secure ground wire(s) to ground screw. Ensure that all wires are free of strain and located to clear cover.
NOTE:
Operator stops must be set for valve travel before attempting adjustments.
Determine operator/valve position (open/closed position) before making adjustments.
A. Installation
Refer to SW-4 Series Limit Switch Installation Procedure (Document Number: Mod R40).
B. Adjustments
Refer to SW-4 Series Limit Switch Adjustment Procedure (Document Number: RAP R61).
NOTE:
Limit switch is wired as per wiring diagram.
C. Sensitivity Adjustment
Sensitivity is normally factory set. To adjust, turn trigger screw (13) out to advance and
lengthen signal. Turn in to shorten and delay. Use 0.001" feeler (gap) gauge to ensure no
switch lever contact with switch body.
D. Microswitch Replacement
1. Remove electrical power supply before removing cover.
2. Rotate cam shaft to intermediate (microswitches unactuated) position.
3. Remove top plate of switch arrangement.
4. Note miscroswitch arrangement, number of stacks and spacers for reassembly.
5. Remove microswitch mounting screws.
6. Disconnect microswitch wires noting wire connections for reassembly.
7. Install new microswitch.
8. Connect wires per previous arrangement.
9. Re-install top plate of switch arrangement.
10. Rotate cam shaft back to normal position, install cover and restore power.
! CAUTION
Ensure cover joint threads and o-ring are free of debris and lubricated before replacing cover.
In hazardous locations, keep cover tightly closed while circuits are alive.

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Section 9: Instruction to Set End of Stroke
Instructions to Set End of Stroke
Section 9: Instructions to Set End of Stroke
Refer to Figure 4.
NOTE:
Operator stops must be set for valve travel before attempting adjustments.
Determine operator/valve position (open/closed position) before making adjustments.
! CAUTION
Changing operator travel can cause damage to end of stroke (trigger) valve if over travel occurs and
trigger strikes component.
The "End of Stroke" (Trigger Valve) ensures that gas/hydraulic tanks and cylinders are de-pressurized
at the end of each automatic operation as required.
1. Loosen trigger bolts, so trigger can be slid forward to actuate trigger valve.
2. Holding trigger in position such that trigger valve has switched and sealed, tighten bolts.
3. Operate operator to check trigger valve operation. At the end of the stroke, the trigger
valve should switch and seal properly.
4. If trigger valve is not sealing properly after operation, loosen bolts, adjust trigger forward
and re-tighten.
Approximately 1/4 inch minimum of trigger travel is required.
Figure 4 Typical limit switch layout for switchpak with end of stroke valve
Bolt, trigger clamping
Trigger
Switchpak
End of stroke valve