Flowserve MX Owner's manual

Experience In Motion
USER INSTRUCTIONS
Installation
Operation
Maintenance
Limitorque
®MX Electronic Actuator
FCD LMENIM2306-09-AQ - 08/17
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®MX Electronic Actuator FCD LMENIM2306-09-AQ – 08/17
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Contents
1 Important Notes 8
2 Quick Start 10
2.1 Calibrate – Position Limits 11
2.1.1 Entering the Setup Mode 11
2.1.2 Electrical Operation Feature 11
2.1.3 Handwheel Operation Feature 12
2.2 DDC/Modbus Option 14
2.3 Check the Settings 14
3 Installation and Operation 15
3.1 Preparing the Stem Nut 15
3.1.1 Type “B” Bases: Torque-only Applications 15
3.1.2 Type “A” Bases: Thrust-only Applications 17
3.1.3 Type “BL” Drive: Splined Drive Application 21
3.2 Mechanical Installation Onto Valve or Gearbox 21
3.2.1 Mounting (Type “B” Bases): Torque-only 22
3.2.2 Removal (Type “B” Bases): Torque-only 22
3.2.3 Mounting (Type “A” Bases): Thrust-only 22
3.2.4 Removal (Type “A” Bases): Thrust-only 22
3.3 Electrical Connections 23
3.3.1 Removing Terminal Cover 23
3.3.2 Terminal Compartment Documents 23
3.3.3 Sealing Cable/Conduit Entries 23
3.3.4 Recommended Terminal Connections 23
3.3.5 Termination of Cables 25
3.3.6 Cable Connections 25
3.3.7 Network Installations 25
3.3.8 Foundation Fieldbus Installation 29
3.3.9 Network Wiring – Profibus DP/PA Installation 30
3.3.10 Network Wiring – DeviceNet 30
3.3.11 HART Installation 31
3.3.12 Replacing Terminal Cover 31
3.3.13 External Earth/Ground Connections 31
3.4 Terminal Block Shield Installation 31
3.5 Commissioning the Actuator 31
3.5.1 Default Configuration Set 32
3.5.2 View the Existing Settings 33
3.5.3 Entering the Setup Mode 33
3.5.4 Setting Position Limits 34
3.6 Operating the MX Actuator 37
3.6.1 Manual Operation 37
3.6.2 Electrical Operation 37
3.6.3 Local Control 37
3.6.4 Remote Control 38
3.6.5 Local Indication 38
4 Customizing the Actuator 39
4.1 Changing the Existing Settings 39
4.2 Password Entry 42
4.3 New Password 42
4.4 Valve Setup 43
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4.4.1 Close Direction 43
4.4.2 Close Seating 43
4.4.3 Open Seating 43
4.5 Torque Switch Timer 44
4.5.1 Status 44
4.5.2 Torque Timer 44
4.6 Torque Setup 45
4.6.1 Close Torque Valve or Open Torque Valve 45
4.7 Position Setup 46
4.7.1 Set Position Limits for Electrical Operation 46
4.7.2 Set Position Limits for Manual Operation 46
4.8 Modutronic Option 48
4.8.1 Status 48
4.8.2 Proportional Band 48
4.8.3 Fail Position 48
4.8.4 Deadband 48
4.8.5 Polarity (20 mA) 48
4.8.6 Delay After Stop 49
4.8.7 4-20 mA Signal Range 49
4.8.8 Set High Reference 49
4.8.9 Set Low Reference 49
4.8.10 Modutronic LCD Display 50
4.9 DDC/Modbus Option 50
4.9.1 Status 50
4.9.2 Network Address 51
4.9.3 Protocol 51
4.9.4 Analog Scale 51
4.9.5 ESD Action 51
4.9.6 Proportional Band 52
4.9.7 Deadband 52
4.9.8 Offset 52
4.9.9 Move To 52
4.9.10 Comm Loss Delay 52
4.9.11 Comm Loss Action 52
4.10 FF Option 52
4.10.1 Status 53
4.10.2 Terminate Bus 53
4.10.3 Analog Scale 53
4.10.4 ESD Action 53
4.10.5 OPEN/CLOSE Mode 53
4.10.6 Proportional Band 53
4.10.7 Deadband 53
4.10.8 Comm Loss Delay 54
4.10.9 Comm Loss Action 54
4.11 PB Option 54
4.11.1 Status 55
4.11.2 PB DP Operation 55
4.11.3 Comm Loss Delay 56
4.11.4 Comm Loss Action 56
4.12 DN Option 57
4.12.1 Status 57
4.12.2 Baud Rate 57
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4.12.3 Network Address 57
4.12.4 Analog Scale 57
4.12.5 ESD Action 57
4.12.6 Proportional Band 58
4.12.7 Deadband 58
4.12.8 Comm Loss Delay 58
4.12.9 Comm Loss Action 58
4.13 HART Option 59
4.13.1 Status 59
4.13.2 Multi-drop 59
4.13.3 Input Action 60
4.13.4 Fail Position 60
4.13.5 Polling Address 60
4.13.6 Save Settings 60
4.13.7 Change Prop/Deadband 60
4.13.8 ESD Action 60
4.13.9 Change clock 61
4.14 Status and Alarm Contacts 61
4.14.1 Status and Alarm Contact Default Settings 61
4.14.2 Status Function 62
4.14.3 Contact 62
4.14.4 Valve Position 63
4.15 Two-speed Timer (Optional) 63
4.15.1 Status 63
4.15.2 Start Position 63
4.15.3 Stop Position 63
4.15.4 Pulse Time – ON 63
4.15.5 Pulse Time – OFF 64
4.16 Analog Output 64
4.16.1 APT Polarity Option 67
4.16.2 ATT Polarity Option 67
4.17 Remote Mode 68
4.17.1 Local Control 68
4.17.2 LED Customization 69
4.18 ESD (Emergency Shutdown) Overrides 69
4.18.1 ESD Override 69
4.18.2 Inhibit 70
4.18.3 Local Command 70
4.18.4 Stop 70
4.18.5 Jammed Valve* 70
4.18.6 Lost Phase* 70
4.18.7 Overtorque* 71
4.18.8 Motor Thermostat 71
4.18.9 Oil Over Temperature 71
4.18.10 Two-speed Timer 71
4.18.11 Network ESD 71
4.18.12 Torque Switch Timer 72
4.19 Inputs 72
4.19.1 Input Standard Remote Control 72
4.19.2 Status 73
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4.19.3 Custom Input Mode #1 – Momentary ESD/PSESD (Optional) 73
4.19.4 Custom Input Mode #2 – Momentary ESD/CSE (Optional) 76
4.19.5 Custom Input Mode #3 – ESD Time Delay Relay 76
4.19.6 Custom Input Mode #4 – Multi-position mode (optional) 77
4.19.7 Limigard Controls 78
4.19.8 SIL Mode – Standard SIL (Optional) 78
4.19.9 SIL Mode – Enhanced SIL (Optional) 79
4.20 Monitor Relay 82
4.21 Diagnostic Reset 83
4.22 TAG Number 83
4.23 LCD Contrast 84
4.24 Torque Boost 84
4.25 Motor Thermostat 85
4.26 Change Valve Data 85
4.27 Change Port 86
5 Troubleshooting 87
5.1 View Diagnostics Routine 87
5.2 Troubleshooting Problems/Corrective Action 87
5.2.1 Actuator Fails to Operate 87
5.2.2 Jammed Valve Detected 88
5.2.3 Actuator Operates but Does Not Drive Valve 89
5.2.4 Valve Does Not Seat Correctly 89
5.2.5 Status Messages 89
5.3 View Diagnostics 92
5.4 View Hardware Status 93
5.5 View Motor Status 94
5.6 View Power Supply 95
5.7 View Identification 95
5.8 View Torque Profile 96
5.9 View Operation Log 97
5.10 View DNET Status? 98
6 Maintenance 100
6.1 Lubrication 100
6.1.1 Oil Capacities 100
6.1.2 Checking Oil Level 100
7 Regulatory Information 101
7.1 Specific Conditions of Use (denoted by X after the certificate number)
for Atex and IECEx Applications 104
7.2 Statement of Compliance With Applicable European Directives 104
7.3 Single-Phase MX Full Load Amperage values (FLA) 106
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Figures
Figure 1.1 – MX-05 Actuator 8
Figure 2.1 – Electrical operation 12
Figure 2.2 – Handwheel operation 13
Figure 3.1 – B4 base 15
Figure 3.2 – B4E base 16
Figure 3.3 – Exploded view of B4/B4E base (MX-05 shown) 16
Figure 3.4 – B1 base 17
Figure 3.5 – Exploded view of B1 base 17
Figure 3.6 – A1 base 17
Figure 3.7 – Exploded view of A1/A1E base (MX-05/10/20/40 only) 18
Figure 3.8 – Exploded view of thrust base (MX-85 only) 20
Figure 3.9 – Exploded view of thrust base (MX-140/MX-150 only) 21
Figure 3.10 – Power terminal connector size limitations 24
Figure 3.11 – Terminal block rating; power terminals 24
Figure 3.12 – Control terminal connector size limitations 24
Figure 3.13 – View of terminal block 26
Figure 3.14 – Standard wiring diagram 26
Figure 3.15 – Removing outer plastic jacket 27
Figure 3.16 – Separating cable parts 27
Figure 3.17 – Stripping conductors and applying heat shrink tubing 28
Figure 3.18 – Ring tongue connectors 28
Figure 3.19 – Terminal block shield 31
Figure 3.20 – User network connection for loop topology/Typical for all two-wire network protocols 32
Figure 3.21– External earth/ground connection – housing 32
Figure 3.22 – View settings 34
Figure 3.23 – Position setup – electrical operation 36
Figure 3.24 – Declutch lever shows direction of engagement (MX-05 shown) 37
Figure 3.25 – Control panel 38
Figure 4.1 – Entering the setup mode 40
Figure 4.2 – Main menu selections 41
Figure 4.3 – Changing settings 41
Figure 4.4 – Password entry 42
Figure 4.5 – New password 43
Figure 4.6 – Torque Switch Timer 44
Figure 4.7 – MX Nameplate 45
Figure 4.8 – Torque setup 45
Figure 4.9 – Electrical operation 47
Figure 4.10 – Handwheel operation 47
Figure 4.11 – Modutronic option 49
Figure 4.12 – Modutronic signals 50
Figure 4.13 – DDC 51
Figure 4.14 – FF 54
Figure 4.15 – Profibus DP 55
Figure 4.16 – Profibus PA 56
Figure 4.17 – DN option 58
Figure 4.18 – HART 59
Figure 4.19 – Status and alarm contacts (Shown with optional boards needed) 62
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Figure 4.20 – Two-speed timers 64
Figure 4.21 – Change analog out 64
Figure 4.22 – Change analog out voltage – APT 65
Figure 4.23 – Change analog out current 65
Figure 4.24 – Change analog out voltage – ATT 66
Figure 4.25 – Change analog out current – ATT 66
Figure 4.26 – Remote mode 68
Figure 4.27 – Local control 68
Figure 4.28 – ESD overrides 69
Figure 4.29 – Custom input modes 75
Figure 4.30 – Inputs 77
Figure 4.31 – Inputs 78
Figure 4.32 – SIL control (Standard) 79
Figure 4.33 – SIL control (Enhanced) 81
Figure 4.34 – Monitor Relay Configuration 82
Figure 4.35 – Diagnostic reset 84
Figure 4.36 – TAG number 84
Figure 4.37 – LCD contrast 84
Figure 4.38 – Torque boost 85
Figure 4.39 – Motor thermostat 85
Figure 4.40 – Change valve data 86
Figure 4.41 – Change port and Bluetooth settings 86
Figure 5.1 – Initialize routine 81
Figure 5.2 – Single phase only Initialize Routine 92
Figure 5.3 – Diagnostic overview 93
Figure 5.4 – View Hardware Status for Single Phase 93
Figure 5.5 - View three phase ACV hardware status 94
Figure 5.6 – View three phase ACV motor status 94
Figure 5.7 View Single Phase Motor Status 94
Figure 5.8 – View power supply 95
Figure 5.9 – View Single Phase Power supply 95
Figure 5.10 – View identification 95
Figure 5.11 – View Single Phase Identification 96
Figure 5.12 – View torque profile 96
Figure 5.13 – View operation log 97
Figure 5.14 – View DNET status 98
Figure 7.1 - Typical three-phase IEC nameplate 107
Figure 7.2 - Typical Single Phase MX IECEx Nameplate 108
Figure 7.3 – Typical Three Phase MX ATEX Nameplate 109
Tables
Table 3.1 - Hardware and torque for thrust base mounting 19
Table 3.2 – Terminal block rating; control terminals 25
Table 3.3 – Required ratings for external wires 25
Table 3.4 – Loop topology connections 28
Table 3.5 – Foundation fieldbus connections 29
Table 3.6 – Profibus cable specifications 30
Table 3.7 – DeviceNet cable specifications 30
Table 3.8 – Default configurations 33
Table 3.9 – LED indicators – default settings 38
Table 4.1 – Digital input terminals 80
Table 7.1 – EMC, EMI standards 105
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Figure 1.1 – MX-05 Actuator
Piece Description
1 Handwheel
2 Declutch Lever (MX-05)
3 Oil Fill
4 Controls Cover
5 LCD
6 Control Knob
7 Ground Lug
8 Thrust/Torque Base
9 Conduit Entry
10 Terminal Compartment
11 Motor
12 Nameplate
2
1
2
3
7
8
4
5
11
12
10
6
9
1 Important Notes
• Please read this manual in its entirety before attempting to install or operate your MX actuator. A full understanding
of the installation and operation options will assist you in installing the actuator in the most effective manner.
Limitorque has designed the MX actuator for long life even in the harshest environments. Flexible control and
protection options are provided to ensure the actuator meets your requirements.
• All actuator enclosures are sealed by O-rings, and cable entries are supplied with threaded plugs to protect the
terminal compartment until the unit is wired. If the actuator cannot be installed immediately, it is recommended that
it be stored in a clean, dry place, preferably in an area that is not subject to large fluctuations in temperature.
• Disconnect all incoming power before opening any cover on the actuator. The user/operator must ensure that safe
working practices are employed at all times and are in accordance with local or national standards that are enforced
at the particular site.
• To install and commission the actuator, only the terminal compartment cover needs to be removed. See Figure
1.1, Item 10. Settings for commissioning the actuator are done externally; therefore, no other covers need to be
removed. The actuator was assembled in ideal dry conditions and the total sealing of the enclosure protects all
electrical components against deterioration.
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NOTE: Removal of any cover, other than the terminal compartment cover, will invalidate the unit warranty. Exposure
of actuator components to an environment that results in deterioration of internal components will also invalidate the
unit’s warranty.
• During final field installation, ensure that all cable entries are correctly sealed in accordance with National Standards
or Regulatory Authorities. All temporary transit plugs must be removed and any unused cable entries closed in an
approved manner. See Section 3.3.3, Sealing Cable/Conduit Entries.
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2 Quick Start
Quick Start provides step-by-step instructions for commissioning each MX actuator. This information is also available in
Bulletin LMENIM2310, Quick Start-Up Instructions. These instructions are for the following:
• Position limits calibration – can be performed one of two ways:
1. Electrical operation: See Section 2.1.2, Electrical Operation Feature.
2. Handwheel operation: See Section 2.1.3, Handwheel Operation Feature.
• DDC operation: See Section 2.2, DDC Option.
• FF operation: See Section 4.10, FF Option.
• PB operation: See Section 4.11, PB Option.
• DeviceNet operation: See Section 4.12. DN Option.
• HART Operation: See Section 4.13, HART Option
When these Quick Start instructions are complete, the position limits will be set and the actuator will be ready for
normal operation.
NOTE: The actuator has been configured with all customer-specified parameters and no further calibration should be
necessary. If full valve data was not provided when ordering, or if changes are needed for parameters, see Sections 4,
Customizing the Actuator.
2.1 Calibrate – Position Limits
1. Install the MX actuator on the valve.
2. Refer to the nameplate for the correct main power supply voltage. Switch on the main power to the unit.
3. Turn the red knob to the STOP position. The “SET CLOSE POSITION LIMIT” message will be displayed. When the
red knob is in “LOCAL” or “REMOTE,” the liquid crystal display (LCD) screen will read “SET POSITION LIMITS.”
4. Calibrate end position limits one of two ways:
• Electrically, using the control panel. See Section 2.1.2, Electrical Operation Feature and Figure 3.25 for control
panel and Table 3.9 for LED indication.
• Manually, using the handwheel. See Section 2.1.3, Handwheel Operation Feature.
Once the position limits have been set, the screen message will indicate the valve position as a percentage of the valve
opening.
While setting limit switches, place the red selector knob in the “LOCAL” position to permit the actuator to run open or
closed in push-to-run mode (inching) only.
a CAUTION: Extreme care must be taken as the valve approaches its end position.
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The unit will not function with the red selector knob in the “REMOTE” position until both limit switches are set.
The existing configuration of the actuator/valve parameters may be viewed by entering the “SETUP” mode.
2.1.1 Entering the Setup Mode
1. Place the red selector knob in the “STOP” position.
2. Within 10 seconds, place the black control knob in the “YES” position, then the “NO” position, then again in the
“YES” position (in quick succession—approximately one-two seconds).
3. The message “SETUP?” will appear in the LCD display for 10 seconds. If no setup action is taken within 10
seconds, the unit will reset.
4. Use the black control knob to answer “YES” or “NO” to the questions appearing in the display.
2.1.2 Electrical Operation Feature
This feature allows for quick and simple calibration. To set the position limits electrically, enter the “CHANGE SETTINGS”
mode via the “SETUP” mode.
1. Enter the “SETUP” mode as detailed in Section 2.1.1, Entering the Setup Mode.
2. When screen prompt reads “CHANGE SETTINGS,” select “YES.”
3. The screen will display the “CHANGE SETTINGS” mode menu items. Select “NO” until screen displays “CHANGE
POSITION SETUP.” User may select to set close limit first or open limit first.
4. Select “YES.” “CLOSE” or “OPEN VALVE - OK?” is displayed.
5. Place the red selector knob in the “LOCAL” position. Move the black knob in the intended direction. The LCD
screens are shown in Figure 2.1.
6. When valve has reached desired position, return the red selector switch to “STOP” and complete calibration.
The position settings are now complete. The actuator will now function as ordered, and may be run electrically to
inspect for correct operation.
a CAUTION: On some valves, position limits could be set adjacent to each other, so be careful that the Close and
Open limits are set sufficiently apart to permit operation. If the limits are set adjacent of each other, an error
message will be displayed: “KEEP OPEN(CLOSE) LIMIT?”
NO FURTHER MOVEMENT IS PERMITTED UNTIL THE ERROR IS CORRECTED.
Should the User elect to proceed with the setting, an error will be displayed on the screen after re-booting
stating “IDENTICAL LIMITS”. THE ACTUATOR WILL NOT MOVE UNTIL THE ERROR IS CORRECTED.
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Figure 2.1 – Electrical operation
“NO ” operates
close direction
“YES” operates
open direction
Enter “SETUP ” mode
OPEN VALVE
RETURN TO STOPOPEN VALVE OK ? SAVE OPEN LIMIT OK?
SETUP?
CLOSE VALVE
RETURN TO STOPSAVE CLOSE LIMIT OK?
CLOSE VALVE
OK ? CLOSE VALVE OK ?
EXIT
SETUP?
100% OPEN
STATUS OK?
SET CLOSE
POSITION LIMIT?
YES
YES YES2
YES
YES
YES YES YES2
NO NO NO NO NO
YES1
NO
NO
NO
NO
STOP
STOP
STO
P
LOCAL
Switch to
LOCAL
Switch to
OPEN VALVE
OK ?
SET OPEN
POSITION LIMIT?
YES
NO
NO
SET POSITION
PRECISION? POSITION
XXX% OPEN?
YES
NO
NO
POSITION
XXX.X% OPEN?
NO
IDENTICAL LIMITS
KEEP OPEN LIMIT?
YES
NO
IDENTICAL LIMITS
KEEP CLOSE LIMIT?
YES
NO
YES
YES
YES1
NOTE 1: If open and close limits
are not identical
NOTE 2: If open and close limits
are identical
2.1.3 Handwheel Operation Feature
To set the position limits manually, enter the “CHANGE SETTINGS” mode via the “SETUP” mode.
1. Enter the “SETUP” mode as detailed in Section 2.1.1, Entering the Setup Mode.
2. When LCD reads “CHANGE SETTINGS?”, select “YES.”
3. The LCD will display the “CHANGE SETTINGS” mode menu items. Select “NO” until screen displays “CHANGE
POSITION SETUP?”
4. Select “YES.” See Figure 2.2. Manually set position limits:
a. Close position limit
1. “SET CLOSE POSITION LIMIT?” is displayed.
2. Select “YES.” “CLOSE VALVE - OK?” is displayed.
3. Depress the declutch lever, and at the same time slowly rotate the handwheel until the clutch is fully
engaged. Release the lever; the clutch will be retained in the handwheel mode by spring-loaded latches.
4. Ensure the valve is fully closed, then move the valve in the open direction for one handwheel turn to allow
for coasting of the motor.
5. When the valve is in the desired position, select “YES” again. The LCD will read “SAVE CLOSE LIMIT OK?”
6. Select “YES” if the valve’s close limit position is correct. The close position limit is set.
b. Open position limit
1. “SET OPEN POSITION LIMIT?” is displayed.
2. Select “YES.” “OPEN VALVE - OK?” is displayed.
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3. Depress the declutch lever, and at the same time slowly rotate the handwheel until the clutch is fully
engaged. Release the lever; the clutch will be retained in the handwheel mode by spring-loaded latches.
4. Ensure the valve is fully open, then move the valve in the close direction for one handwheel turn to allow
for coasting of the motor.
5. When the valve is in the desired position, select “YES” again. The LCD will read “SAVE OPEN LIMIT OK?”
6. Select “YES” if the valve’s open position limit is correct. The open position limit is set.
7. Move the valve in the close direction. The open lamp should extinguish within one turn of the handwheel.
8. Move the valve back in the open direction and check that the open lamp illuminates just before the full open
position is reached (approximately ½ to 1 turn).
9. If the calibration requires adjustment, select “NO” at the “SET CLOSE POSITION LIMIT?” prompt and
repeat the “SET OPEN POSITION LIMIT?” routine.
10. Select “NO” to exit “POSITION SETUP?” or “YES” to return to “SET CLOSE POSITION LIMIT?”
a CAUTION: On some valves, position limits could be set adjacent to each other, so be careful that the Close and
Open limits are set sufficiently apart to permit operation. If the limits are set adjacent to each other, an error
message will be displayed: “KEEP OPEN(CLOSE) LIMIT?”
NO FURTHER MOVEMENT IS PERMITTED UNTIL THE ERROR IS CORRECTED.
Should the User elect to proceed with the setting, an error will be displayed on the screen after re-booting
stating “IDENTICAL LIMITS”. THE ACTUATOR WILL NOT MOVE UNTIL THE ERROR IS CORRECTED.
Figure 2.2 – Handwheel operation
Declutch actuator;
Rotate handwheel to
“CLOSE” position limit
Rotate handwheel to
“OPEN” position limit
Enter “SETUP” mode
OPEN VALVE
OK ? SAVE OPEN
LIMIT OK?
SETUP?
SAVE CLOS E
LIMIT OK?
CLOSE VALVE
OK ?
SET CLOSE
POSITION LIMIT?
SET OPEN
POSITION LIMIT?
EXIT
SETUP? 100%
STATUS OK
YES
STO
P YES YES
YES
YES
YES
YES
YES
NO NO NO
NO NO NO
NO
NO
SET POSITION
PRECISION? POSITION
XXX% OPEN
YES
NO NO
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2.2 DDC/Modbus Option
The following instructions assume that all DDC option parameters are set with the exception of the address.
1. After setting position limits, remain in the “SETUP” mode. If not in the “SETUP” mode, enter the “SETUP” mode as
detailed in Section 2.1.1, Entering the Setup Mode.
2. When LCD reads “CHANGE SETTINGS?”, select “YES.”
3. The LCD will display the “CHANGE SETTINGS” mode menu items. Select “NO” until screen displays “CHANGE
DDC?” Select “YES.” LCD will display DDC menu items.
4. Select “YES” for each menu item until “DDC ADDRESS OK?” appears. Select “NO.”
5. Enter an address from 1 to 250 by toggling “NO” until the correct address is displayed. User may select to hold
the knob in the “NO” direction and the number will automatically increment by one until the preferred address is
reached.
a CAUTION: The network address must be entered in accordance with the user address assignment sheet.
This assignment sheet should correspond to the contract specifications. The same address must not be used
anywhere else in the same network.
The DDC address does not have to be set to exit the setup.
2.3 Check the Settings
1. Operate the valve to the fully “CLOSE” position. Verify that the “CLOSE” (default GREEN) LED illuminates just as the
travel limit is reached, and the valve position is displayed as “0% OPEN.”
2. Operate the valve to the fully “OPEN” position. Verify that the “OPEN” (default RED) LED illuminates just as the
travel limit is reached, and the valve position is displayed as “100% OPEN.”
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3 Installation and Operation
3.1 Preparing the Stem Nut
The MX has two (2) basic base designs:
• Torque-only base, designated by a “B” prefix
• Thrust-only base, designated by an “A” prefix
3.1.1 Type “B” Bases: Torque-only Applications
Standard B4/B4E Base
The standard MX actuator base is the B4 torque-only. It includes a mounting plate and steel torque nut, which may
be machined to fit a valve or gearbox. A B4E torque nut can be provided and may be installed to allow for extended
stem acceptance.
NOTE: Some MX actuators are supplied with single piece drive sleeves that have been bored and keyed. These are
typically mounted directly to gearboxes. The MX actuator maybe mounted in any position as long as the handwheel
is accessible.
Figure 3.1 – B4 base
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Figure 3.2 – B4E base
Figure 3.3 – Exploded view of B4/B4E base (MX-05 shown)
Torque nut
Retaining ring
Baseplate
MX base
Drive sleeve
Disassembly
1. Remove the retaining ring (B4 base) or spiral-wound ring (B4E base) that retains the torque nut in the drive sleeve.
2. Remove the torque nut. If the torque nut is difficult to remove, insert a suitable device into the drive sleeve through
bore and gently tap it loose from the handwheel end.
3. Machine the torque nut to suit the valve stem or gearbox input shaft (see LMENSS2326, MX Performance and
Dimensions for maximum stem capacity). Ensure sufficient clearance for a smooth, sliding fit.
Reassembly
1. Clean the torque nut thoroughly and lightly grease.
2. Replace the torque nut in the drive sleeve. Ensure the torque nut meshes with the drive lugs.
3. Refit the retaining ring (B4 base) or spiral-wound ring (B4E base).
Optional B1 Base (not available for MX-85, MX-140 and MX-150)
An optional torque base assembly may be added to allow for a greater stem acceptance. This base is supplied with a
fixed bore and key as defined by ISO 5210.
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Disassembly
No disassembly is required since the torque nut has been machined to an international standard. Clean the bore and
lightly grease.
Figure 3.4 – B1 base
NOTE: Fill base with a Lithium based EP0 grease.
Figure 3.5 – Exploded view of B1 base
Housing,
torque/thrust
Pipe plug
Washer (M4)
Socket head
cap screw (M4 x 8)
Socket head set screw
Retainer, bearing
Pilot, torque/thrust
Bearing
Torque nut (B1)
Socket head cap
screw (M8 x 20)
Pipe plug
MX-05 B1 MX-40 B1
Thrust nut
assembly
3.1.2 Type “A” Bases: Thrust-only Applications
Standard A1/A1E Base
The standard MX actuator thrust base is the A1, and may be bolted directly to the actuator. The thrust base contains a
bronze alloy thrust nut that may be machined to suit the valve stem.
An A1E (extended) thrust nut can be provided and may be installed to reach shorter stems.
Figure 3.6 – A1 base
Disassembly – Units MX-05/10/20/40
Refer to Figure 3.7.
Disassembly of the main housing from the base may be recommended to allow the base to remain on the valve if the
actuator must be removed for service.
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Pilot removal
MX-10/20: Remove the screw and washer holding the valve pilot to the thrust base and remove pilot.
MX-40: Turn counterclockwise (CCW) and remove.
Thrust bearing and nut removal
1. Remove the first set of thrust washers and bearing.
2. Remove stem nut.
NOTE: The thrust washers, bearing, and thrust nut may be removed at the same time. The second set of thrust washers
and bearing does not have to be removed.
3. Machine the thrust nut to suit the valve stem. Ensure sufficient clearance to avoid unnecessary wear and heating
during operation.
Reassembly – Units MX-05/10/20/40
Refer to Figure 3.7.
1. Clean the thrust nut, washers, and bearing(s) thoroughly.
2. Slide second set of thrust washers and bearing in place if removed.
NOTE: Order of assembling thrust washers and bearing must be as follows: washer, thrust bearing, washer.
Pilot installation
MX-05/10/20: Slide pilot into thrust base assembly and secure with washer and screw. Tighten fully.
MX-40: Place pilot into thrust base and turn clockwise (CW) until pilot is tight.
NOTE: Fill base with Nebula EP 0, Conoco Conolith EP 00, Mobil SHC 632, Dynalife-L-EP0, Triton ELL, or Lithium based
EP0 grease.
Disassembly – Units MX-85
Refer to Figure 3.8.
Disassembly of the main housing from the base may be recommended to allow the base to remain on the valve if the
actuator must be removed for service.
Thrust base mounting plate removal
Remove the six socket head cap screws holding the valve mounting plate to the thrust base housing and remove
mounting plate.
Figure 3.7 – Exploded view of A1/A1E base (MX-05/10/20/40 only)
Housing
Socket head cap
Socket head cap screw
Washer
Quad ring
Thrust washer
Pipe plug
Thrust Nut
Thrust washer
O-ring
Thrust
pilot
Quad ring
Needle bearing
Thrust base
standard nut
Thrust base
extended nut
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Thrust bearing and nut removal
1. Remove the first set of thrust washers and bearing.
2. Remove stem nut.
NOTE: The thrust washers, bearing, and stem nut may be removed at the same time. The second set of thrust washers
and bearing does not have to be removed.
3. Machine the stem nut to suit the valve stem. Ensure sufficient clearance to avoid unnecessary wear and heating
during operation.
Reassembly – Units MX-85
Refer to Figure 3.8.
1. Clean the stem nut, washers, and bearing(s) thoroughly.
2. Slide second set of thrust washers and bearing in place if removed.
3. Install stem nut. Lubricate thoroughly.
4. Install first set of thrust washers and bearing.
NOTE: Order of assembling thrust washers and bearing must be as follows: washer, thrust bearing, washer.
NOTE: Fill base with Nebula EP 0, Conoco Conolith EP 00, Dynalife-L-EP0, Mobil SHC 632, Triton ELL, or Lithium based
EP0 grease.
Thrust baseplate installation
Mount baseplate to thrust base housing and install the six socket head cap screws to the proper torque per Table 3.1.
Table 3.1– Hardware and torque for thrust base mounting
Screw Size Torque
ft-lb N m
M8 or 5⁄16 in. (8 mm) 12-14 16-19
M10 or 3⁄8in. (9 mm) 25-30 33-40
M12 or ½ in. (13 mm) 40-50 53-67
M16 or 5⁄8in. (16 mm) 90-100 122-135
M20 or ¾ in. (19 mm) 180-200 244-271
NOTE: Screw mounting torque for mounting thrust base to main housing or thrust baseplate to thrust base housing.
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Figure 3.8 – Exploded view of thrust base (MX-85 only)
Section A-A
View shown
with standard nut
Section A-A
View shown
with extended nut
A
A
Socket head
cap screw
s
Baseplate
Thrust
washer
Thrust bearing
Quad ring
Thrust nut
Thrust bearing
Socket head
cap screws
Housing
Thrust
washer
Pipe plug
O-ring
Quad ring
Disassembly – Units MX-140/MX-150
Refer to Figure 3.9.
Disassembly of the main housing from the base may be recommended to allow the base to remain on the valve if the
actuator must be removed for service.
Pilot removal
Remove the two screws and washers holding the valve pilot to the thrust base and remove pilot.
Thrust bearing and nut removal
1. Remove the first set of thrust washers and bearing.
2. Remove stem nut.
NOTE: The thrust washers, bearing, and stem nut may be removed at the same time. The second set of thrust washers
and bearing does not have to be removed.
3. Machine the stem nut to suit the valve stem. Ensure sufficient clearance to avoid unnecessary wear and heating
during operation.
Reassembly – Units MX-140
Refer to Figure 3.9.
1. Clean the stem nut, washers, and bearing(s) thoroughly.
2. Remove pipe plug.
3. Slide second set of thrust washers and bearing in place if removed.
4. Install stem nut. Lubricate thoroughly.
5. Install first set of thrust washers and bearing.
6. Install pipe plug.
NOTE: Order of assembling thrust washers and bearing must be as follows: washer, thrust bearing, washer.
NOTE: Fill base with Nebula EP 0, Conoco Conolith EP 00, Dynalife-L-EP0, Mobil SHC 632, Triton ELL, or Lithium based
EP0 grease.
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