Emerson Bettis EHO User manual

Installation, Operation and Maintenance Manual
VA001-507-32 Rev. 1
December 2022
Bettis™EHO (Electro-Hydraulic Operated)
Spring-Return Actuator

Installation, Operation and Maintenance Manual
VA001-507-32 Rev. 1
Notes
December 2022
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Installation, Operation and Maintenance Manual
VA001-507-32 Rev. 1
Table of Contents
December 2022
Table of Contents
Table of Contents
Section 1: Introduction
1.1 Scope............................................................................................................ 1
1.2 General Information...................................................................................... 1
1.3 Safety Information ........................................................................................ 1
1.4 Abbreviation Denitions ............................................................................... 2
Section 2: Installation
2.1 Preparation ................................................................................................... 3
2.2 Valve Preparation .......................................................................................... 4
2.3 Actuator Preparation..................................................................................... 4
2.4 Lifting the EHO Actuator ............................................................................... 5
2.5 Installing the EHO Actuator on the Valve..................................................... 10
2.6 Setting the Stroke Limit Stops ..................................................................... 11
2.7 Hydraulic Fluid ............................................................................................ 12
2.8 Accumulator (Optional) .............................................................................. 12
Section 3: Electrical Connections
3.1 Remove Separate Terminal Chamber (STC) Cover ........................................ 17
3.2 Sealing Cable/Conduit Entries ..................................................................... 18
3.3 Recommended Terminal Connections......................................................... 18
3.4 Separate Terminal Chamber (STC) Connections........................................... 19
3.5 Replace Terminal Chamber Cover ................................................................ 19
3.6 External Earth/Ground Connections............................................................ 19
3.7 Discrete Controlled Inputs Connection........................................................ 20
Section 4: Set-up/Start-up Procedure
4.1 Preparation ................................................................................................. 21
4.2 Initial Check of the Unit ............................................................................... 22
4.3 Initial Connections ...................................................................................... 22
4.4 Handpump.................................................................................................. 23
4.5 Hydraulic Test ............................................................................................. 23
4.6 Check Rotation ........................................................................................... 24
4.7 Limit Switch Adjustment ............................................................................. 25
4.8 Function Test .............................................................................................. 28
4.9 Other Options............................................................................................. 29

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Installation, Operation and Maintenance Manual
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Table of Contents
December 2022
Table of Contents
Section 5: Operation
5.1 Hydraulic Power System.............................................................................. 30
5.2 Fluid Reservoir............................................................................................. 30
5.3 Main Components and Options................................................................... 30
5.4 Functional Description ................................................................................ 32
Section 6: Pushbutton Module (PBM)
6.1 Selector Knob and Control Pushbuttons...................................................... 35
Section 7: Troubleshooting
Troubleshooting ................................................................................................... 36
Section 8: Hazardous Area Classication and SIL Certication
Hazardous Area Classication and SIL Certication................................................ 37
Section 9: Weights and Dimensions
9.1 EHO Standard Spring-Return....................................................................... 38
Section 10: Maintenance
10.1 Storage Procedures..................................................................................... 39
10.2 Service Interval ........................................................................................... 39
10.3 Lubrication Requirements ........................................................................... 40
10.4 Recommended Annual Inspection............................................................... 40

Installation, Operation and Maintenance Manual
VA001-507-32 Rev. 1 December 2022
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Section 1: Introduction
Introduction
Section 1: Introduction
1.1 Scope
This manual is offered as a guide to be used along with locally approved and safe practices
to install, operate, service and maintain the Bettis EHO Actuator. Carefully follow the
instructions in this manual and make sure you install the actuator correctly and according
to your requirements.
1.2 General Information
1.2.1 Overview
The Bettis EHO is a self-contained, quarter-turn, valve actuator that combines proven
technologies from Emerson’s Actuation Technologies. The actuator has been designed for
critical shutdown applications where reliability is crucial. The EHO utilizes a dependable
spring-return actuator for the fail-safe stroke combined with an integral hydraulic power
pack and electronic control module.
The EHO accepts a wide range of single-phase, three-phase or DC power sources. A
hydraulic handpump can be used to stroke the actuator during commissioning or in the
event of an emergency power loss.
Electronic modules are contained within an explosion proof, IP68 enclosure and all
electronic components are isolated from the customer connection terminals.
The EHO provides a compact design with actuator and control components that have been
eld proven for decades in critical service applications.
1.3 Safety Information
Safety notices in this manual detail precautions the user must take to reduce the risk of
personal injury and damage to the equipment. The user must read these instructions in
their entirety. Failure to observe these safety notices could result in serious bodily injury,
damage to the equipment, void of the warranty. Take special notice of all tags, warning
labels and instructions presented on the actuator. These may provide more specic and
signicant information regarding the actuator than this general manual.
It is the responsibility of the user to ensure proper safety practices are utilized. Always
take necessary precautions and use proper protective equipment when dealing with
compressed gases, compressed hydraulic uid, pinch points and electricity.
Safety notices are presented in this manual in three forms (Warning, Caution and Note)
as follows:
! WARNING
Alerts user of potential danger; failure to follow the warning notice could result in serious
personal injury or death.

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Section 1: Introduction
Introduction
! CAUTION
Identies precautions, the user must take to avoid personal injury or equipment damage.
NOTE:
Highlights information critical to the user’s understanding of the Bettis EHO valve actuator
installation or operation.
1.4 Abbreviation Denitions
Abbreviations used in this manual and their denitions are listed in the table below:
Table 1. Abbreviation Denitions
Abbreviation Denition
IOM Installation Operation Manual
SCH Self-Contained Hydraulic
ESD Emergency Shutdown
FS Fail-Safe
SR Spring-Return
DA Double-Acting
MAWP Maximum Allowable Working Pressure
MOP Maximum Operating Pressure
STC Separate Terminal Chamber
PBM Pushbutton Module
LDM Local Display Module
RDM Remote Display Module
CBM Circuit Breaker Module
PCB Printed Circuit Board
LS Limit Switch
PS Pressure Switch
NC Normally Closed
NO Normally Open
CCW Counterclockwise
CW Clockwise
OL Overload
PPE Personal Protective Equipment
GA General Arrangement Drawing

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Section 1: Introduction
Introduction
Section 2: Installation
2.1 Preparation
2.1.1 Delayed Usage
If for any reason the actuator is not to be installed immediately, Bettis recommends the
following procedures. Failure to comply, with recommended procedures, could lead to
actuator malfunction and possibly void the warranty. For storage procedures exceeding
one year, consult Bettis for further recommendations.
As shipped from the factory, the Bettis EHO actuator is an inherently weatherproof unit,
providing that all compartment covers and cable entry plugs remain intact. The actuator
should be immediately stored in a clean, dry warehouse, free from vibration and rapid
temperature changes, until it can be installed and energized.
If the actuator must be stored outside, store it off of the ground at an elevation sufcient
to prevent it from being immersed in water or buried in snow. Check for any unpainted
or exposed metal surfaces and make sure they are protected with a coating of grease to
prevent any corrosion. Cover the actuator to prevent damage from site debris.
2.1.2 Tools and Materials Required
To complete these procedures, you will need the following documentation for the
Bettis EHO Actuator and items indicated in the table below:
• General Arrangement Drawing
• Bill of Material
• Hydraulic System Schematic
• System Wiring Diagram
Table 2. Tools and Material Requirements
Tools and Material Requirements
Primary Power Source for the EHO (check the EHO General Arrangement Drawing for requirements)
Supplemental quantity of hydraulic uid, if needed (See 2.7, Hydraulic Fluid and EHO specication,
for required uid type)
Nitrogen Source (if an Accumulator is supplied with the EHO)
Hand Tools: complete complement of open end (SAE and metric) wrenches, screw drivers (Phillips and Flat blade)
and a set of hex wrenches
Chains and lifting straps that are inspected and certied for the weight of the EHO Actuator
(check shipping weights)
Sealant for all cable and conduit entries (approvable by the National Electric Code or your country standard and
applicable local codes)

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Section 2: Installation
Installation
2.2 Valve Preparation
2.2.1 Remove Valve Gearing if so equipped.
2.2.2 If valve is equipped with stops, remove valve stem extension housing. Examine
the valve stops to ensure no foreign material is present that would restrict normal
travel of the valve. Some valves are equipped with inspection ports in the valve
housing for ease in examining the stops.
2.2.3 Check alignment of stem key slot to the position of the valve. Normally with the
valve in the open position, the key slot is in line with the run of the pipeline. With
the valve in the closed position, the key slot should be 90° to the run of the valve.
2.2.4 The EHO Actuator may be mounted to the valve at any time regardless of whether
or not the valve is under pressure.
2.3 Actuator Preparation
2.3.1 Once the EHO Actuator is uncrated and cleaned for installation, check to ensure
there will be no interference with piping or other structure when the actuator is
properly mounted to the valve.
NOTE:
At this point, check to see that when the actuator is mounted to the valve and in its nal
orientation, the outboard end of the power cylinder positioned below the Hydraulic
Reservoir Breather. If this is not possible, contact Bettis for further instructions on piping to
elevate the breather. See Vertical Mounted Actuator, step 2.4.4.
2.3.2 Check that all mounting materials such as fasteners, adaptors, brackets etc. are on
hand and ready for use.
2.3.3 Check the actuator and valve to see that they are in the same relative position,
that is either open or closed. If the actuator has to be moved, use the handpump
provided. For handpump operation, remove the plug in the reservoir and install
the breather (refer to Section 4.4, Handpump).
2.3.4 All spring-return EHO Actuators are supplied with a small accumulator for protection
from thermal-expansion of the hydraulic uid. This accumulator will be tagged and
may need pre-charged prior to operation. Check the tag prior to operation.
NOTE:
Failure to pre-charge the accummulator may cause the actuator not to function properly.
! CAUTION
Be aware, while preparing to and lifting the actuator, the Thermal Compensating
Accumulator contains high-pressure nitrogen. Use care not to damage the accumulator or
its attachments.

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Section 2: Installation
Installation
2.4 Lifting the EHO Actuator
NOTE:
All Bettis EHO G-Series or E-Series Considerations
When handling any EHO, G-Series or E-Series actuator, be aware of tubing, accessories,
handpump, accumulators, pushbutton module, and control enclosures. Straps and chains
can become entangled and cause damage to these components. Never use chains on the
spring cartridge as it may warp and cause the actuator not to function correctly or may
cause personal injury. Do not use hydraulic tubing and electrical cable for lifting.
! CAUTION
Be sure to use appropriately rated crane/hoist and straps/chains to raise and lower
the actuator.
2.4.1 G01X – G2 and All E-Series Actuators
2.4.1.1 Horizontal Pipeline Vertical Stem
The small G-Series and all E-Series actuators mounting on a horizontal
pipeline with a vertical valve stem should be supported under the
“C” bracket and a two-point attachment for balance. A strap may be
attached to the stabilization tab on the spring module to balance the unit
while lifting. The weight of the actuator must be supported at the
“C” bracket, not the stabilization tab. See Figure 1.
Figure 1 G01 – G2 and all E-Series Actuators with Horizontal Pipeline
and Vertical Stem
! CAUTION
Never lift the actuator with a valve attached. Always handle actuator/valve assemblies by
attaching lifting equipment to the valve only.

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Section 2: Installation
Installation
2.4.1.2 Horizontal Pipeline Horizontal Stem
The small G-Series and all E-Series actuators mounting on a horizontal
pipeline with a horizontal valve stem should be supported on the ends
of the drive module. A strap may be attached to the stabilization tab on
the spring module to balance the unit while lifting. The weight of the
actuator must be supported at the drive module, not the stabilization
tab. See Figure 2.
Figure 2 G01 – G3 and all E-Series Actuators with Horizontal
Pipeline and Horizontal Stem
2.4.2 G3-Series Actuators
2.4.2.1 Horizontal Pipeline Vertical Stem
The G3-Series actuator mounting on a horizontal pipeline with a vertical
valve stem should be supported at the ends of the drive module. A strap
may be attached to the stabilization tab on the spring module to balance
the unit while lifting. The weight of the actuator must be supported at
the drive module, not the stabilization tab. See Figure 3.
Figure 3 G3 with a Horizontal Pipeline and Vertical Stem
! CAUTION
Never lift the actuator with a valve attached. Always handle actuator/valve assemblies by
attaching lifting equipment to the valve only.

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Section 2: Installation
Installation
2.4.2.2 Horizontal Pipeline Vertical Stem
The G3-Series actuator mounting on a horizontal pipeline with a
horizontal valve stem should be supported on the ends of the drive
module. A strap may be attached to the stabilization tab on the spring
module to balance the unit while lifting. The weight of the actuator must
be supported at the drive module, not the stabilization tab. Be sure to
use appropriately rated crane/hoist and straps/chains to raise and lower
the actuator. See Figure 2 in the previous page.
2.4.3 G4 – G7 Series Actuators
2.4.3.1 Horizontal Pipeline Vertical Stem
The G4 – G7 Series actuators mounting on a horizontal pipeline with a
vertical valve stem should be supported using the lift lugs attached to the
drive module. A strap may be attached to the stabilization tab on spring
module to balance the unit while lifting. The weight of the actuator must
be supported by the lugs at drive module, not the stabilization tab.
See Figure 4.
Figure 4 G4 – G7 with a Horizontal Pipeline and Vertical Stem
! CAUTION
Never lift the actuator with a valve attached. Always handle actuator/valve assemblies by
attaching lifting equipment to the valve only.

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Section 2: Installation
Installation
2.4.3.2 Horizontal Pipeline Horizontal Stem
The G4 – G7 Series actuators mounting on a horizontal pipeline with a
vertical valve stem should be supported using the lift lugs attached to the
drive module. A strap may be attached to the stabilization tab on spring
module to balance the unit while lifting. The weight of the actuator must
be supported by the lugs at drive module, not the stabilization tab.
See Figure 5.
Figure 5 G4 – G7 with a Horizontal Pipeline and Horizontal Stem
! CAUTION
Never lift the actuator with a valve attached. Always handle actuator/valve assemblies by
attaching lifting equipment to the valve only.

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Section 2: Installation
Installation
2.4.4 Mounting the Actuator in a Vertical Orientation on a Horizontal Stem
When mounting a Bettis EHO Actuator in a vertical orientation, the spring module must
be positioned up. The actuator may be supported by using two straps in the conguration
shown in Figure 6. A third strap or small chain may be attached to the stabilization tab
on spring module to balance the unit while lifting. The weight of the actuator must be
supported by the straps running over the spring module and under the drive module ange.
Figure 6 Vertical Actuator Lift
! CAUTION
Never lift the actuator with a valve attached. Always handle actuator/valve assemblies by
attaching lifting equipment to the valve only.
NOTE:
When a vertical EHO Actuator is mounted to the valve and in its nal orientation, the
spring module must be up and outboard end of the power cylinder positioned below the
Hydraulic Reservoir Breather. If not possible, contact Bettis for further instructions on
piping to elevate the breather.

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Section 2: Installation
Installation
2.5 Installing the EHO Actuator on the Valve
The actuator will be bolt-mounted directly to a bracket or adaptor that will be bolted
securely to the mounting ange top works of the valve.
2.5.1 Check to see that the dimensions of the bracket or adaptor are suitable for use
with the valve mounting ange and stem.
2.5.2 Check valve direction of rotation and the actuator direction of rotation to see if
they match (for example: CW = close, CCW = open).
2.5.3 Check to see the actuator and valve are in the same relative position (see step 2.3.3).
2.5.4 Check all mounting surfaces, they must be clean and free of debris to permit
proper t up.
2.5.5 Prior to mounting, grease the coupling bore and the bore of the actuator.
NOTE:
Do not apply grease to the mounting ange surfaces on the valve or the adaptor.
2.5.6 Install the stem key and grease it (keys may be held in place with tape).
2.5.7 Install the coupling onto the stem and stem key.
2.5.8 Install the coupling key and grease it.
2.5.9 Carefully align the coupling and key, to the bore and keyway in the actuator, and
slide the actuator onto the coupling until the adaptor (bracket) bottoms out on
the valve bonnet.
NOTE:
Ensure the adaptor seats out on the valve bonnet, without interference, before
installing fasteners.
2.5.10 Use the required fasteners to rmly attach the adaptor to the valve bonnet.
Tighten the fasteners to their manufacturer’s recommended maximum torque
(dry or lubricated).

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Section 2: Installation
Installation
2.6 Setting the Stroke Limit Stops
2.6.1 The Bettis G or E-Series Actuator is provided with bi-directional travel stops
allowing 80° to 100° total travel (+/- 5° adjustment at each end of the 90° stroke).
2.6.2 Actuators are shipped from the factory with the travel stops adjusted for
approximately 90° rotation. Generally, it is necessary to make slight travel
stop adjustments once the actuator is installed on the valve. Refer to the valve
manufacturer’s recommendations for specic requirements.
2.6.3 When the valve has internal stops, the actuator stops must be set so that the load
is applied to them, not the valve stops.
2.6.4 If adjustment is required, use the handpump to move the actuator off the stop
at the Fail-safe Position before attempting to turn the adjusting screw (refer to
Section 4.4, Handpump).
! CAUTION
Do not adjust actuator’s stop at the Fail-Safe Position, with the spring force against the
stop. Always use the handpump to move the actuator off the stop before attempting to
turn the adjusting screw.
2.6.5 With the Fail-Safe Position stop set, use the handpump to move the actuator to
the other end of the stroke and check the stop position. If adjustment is required,
slowly open Manual Bypass Valve (Lockable) (19) just enough to allow the actuator
to spring-return off the stop before adjusting.

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Section 2: Installation
Installation
2.7 Hydraulic Fluid
Bettis Electro-Hydraulic Operated actuators are shipped with the reservoir lled to
operation level. Before commissioning and periodically afterwards, check to see the uid
level is correct. The oil ll cap is provided with a dipstick marked with a green and a red
mark. When the optional accumulator is drained of uid and the actuator is at Fail-Safe
Position, the oil should be at the green mark. The reservoir also has a sight gauge for the
purpose of seeing uid is present. Should uid need to be added or replaced, use only
factory approved hydraulic uid.
This specication covers hydraulic uids which are approved for use in Bettis Electro-Hydraulic
Operated actuator in a temperature range from -40 °F to 140 °F (-40 °C to 60 °C).
2.7.1 Approved Fluids
• Standard Fluid [use with -20 °F to 140 °F (-29 °C to 60 °C) applications]
— ConocoPhillips Megaow™ AW HVI Hydraulic Oil 22
— Shell Tellus S2 V 22
— Mobil DTE 10 Excel™ 22
• Low Temperature Fluid [use with -40 °F to 140 °F (-40 °C to 60 °C) applications]
— Mobil Univis™ HVI 13
Although other brands of uid matching the same specications may be used, to maintain
the warranty and ensure trouble free operation, always check with the factory before
substituting any other uid.
2.8 Accumulator (Optional)
2.8.1 Introduction
The Bettis EHO Actuator may be equipped with an accumulator to enable manual
operation of the actuator if there is a loss of electrical power. Accumulators always have the
nitrogen pressure drained for shipping.
When using this procedure, refer to the Bettis EHO Actuator General Arrangement
drawing and Hydraulic Schematic for the unit being worked on, (schematics shown in
this document are for illustration purposes only).
! WARNING
This unit contains high-pressure hydraulic uid and nitrogen gas. Exercise caution when
performing any type of maintenance. Wear proper safety attire and required personal
protective equipment, including safety glasses.
Megaow™ is a mark owned by ConocoPhillips Company.
Mobil DTE 10 Excel™ and Mobil Univis™ are marks owned by Exxon Mobil Corporation.

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Section 2: Installation
Installation
2.8.2 Accumulator Pre-charge
a. Locate Isolation Valve (25) (Nitrogen Blow Down and Fill) for the Customer
Nitrogen Fill Connection, called out on the General Arrangement Drawing
and Hydraulic Schematic (see illustration below).
b. Close the Isolation Valve (25) (Nitrogen Blow Down and Fill) and remove
the pipe plug from the adaptor.
NOTE:
The adaptor is tapped with a 1/4-NPTF thread.
c. Ensure 3-way Isolation Valve (22) is turned fully counterclockwise.
d. Slowly open Isolation Valve (Accumulator drain) (24) and drain all the uid
back to the reservoir.
e. Connect a nitrogen supply to the Customer Nitrogen Fill Connection at
Isolation Valve (25) (Nitrogen Blow Down and Fill).
f. Open the Isolation Valve (25) (Nitrogen Blow Down and Fill) and charge
the accumulator, to the pre-charge pressure as specied by the job
specic General Arrangement Drawing.
NOTE:
Recheck the pre-charge pressure after a time interval sufcient to insure the nitrogen
pressure is equal to the ambient temperature (a minimum of 4 hours). Adjust the
pre-charge pressure as required to conform to the value in the GA table.
g. After the nitrogen lling is complete, close the Isolation Valve (25)
(Nitrogen Blow Down and Fill).
h. Disconnect the nitrogen supply and remove the female pipe adaptor from
Isolation Valve (25) (Nitrogen Blow Down and Fill).
i. Install the straight thread plug and O-ring, shipped as an accessory, into
Isolation Valve (25) (Nitrogen Blow Down and Fill).
NOTE:
The straight thread plug must be installed, after lling is complete, to prevent accidental
leakage of nitrogen from Isolation Valve (25).
j. Close Isolation Valve (24).

29
30
25
21
20
22 31
24
4
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Section 2: Installation
Installation
Figure 7 Typical EHO Optional Accumulator System
Part Number Part Name
4. Reservoir
20. Accumulator
21. Nitrogen Relief Valve
22. 3-way Isolation Valve
24. Isolation Valve (Accumulator Drain)
25. Isolation Valve (Nitrogen Blow Down and Fill)
29. Nitrogen Pressure Gauge
30. Nitrogen Gauge Isolation Valve
31. Speed Control
TO MANIFOLD
POWER PORT
TO CYLINDER
Table 3.

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Section 2: Installation
Installation
2.8.3 Pre-charge Verication
Check the nitrogen pre-charge in the accumulator periodically to ensure the accumulator
is at full potential. Follow the steps below and record nal readings for reference.
a. Shut off the hydraulic power supply to the accumulator.
b. Ensure 3-way Isolation Valve (22) is turned fully counterclockwise.
c. Slowly open Isolation Valve (Accumulator drain) (24) and drain all the uid
back to the reservoir.
d. Read the pressure at the nitrogen pressure gauge and compare it to the
value in the table shown on the General Assembly Drawing for the job
being checked.
e. If the pre-charge is low, add nitrogen to increase the pressure to the
requirements listed in the GA table. See step 2.8.2 if the pre-charge is
high, relieve pressure to equal the value in the GA table.
f. Record information below.
g. With bypass valve closed, reconnect the hydraulic power supply and bring
the accumulator back up to full pressure.
h. Check the entire nitrogen circuit for leaks using a liquid leak detector such
as Snoop (manufactured by Swagelok). As the unit is self-contained, only
a zero leak rate is acceptable. Corrective action must be taken for any
leaks found.
2.8.4 Check Thermal Compensating Accumulator
The nitrogen pre-charge should be checked in the Thermal Compensating Accumulator
annually. To accomplish this, use a commercially available charging kit and follow the
instructions supplied with the kit.
! WARNING
This unit contains high-pressure hydraulic uid and nitrogen gas. Exercise caution when
performing any type of maintenance. Wear proper safety attire and required personal
protective equipment, including safety glasses. Ensure the accumulator has been drained
of all hydraulic and nitrogen pressure before attempting any repair.

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Section 2: Installation
Installation
Date Initial
Pre-charge
GA
Requirement
Final
Pre-charge
Nitrogen
Leak Test Signed
2.8.5 Nitrogen Pre-charge Maintenance Record
Serial Number: _____________________________
Tag Number: _______________________________