Samson 5827 Service manual

Translation of original instructions
EB 5827-2 EN
Firmware version 2.00
Edition February 2022
Type5827 Electric Actuator
Version with positioner

Definition of signal words
Hazardous situations which, if not avoided,
will result in death or serious injury
Hazardous situations which, if not avoided,
could result in death or serious injury
Property damage message or malfunction
Additional information
Recommended action
DANGER
!
WARNING
!
NOTICE
!
Note
Tip
EB 5827-2 EN
Note on these mounting and operating instructions
These mounting and operating instructions assist you in mounting and operating the device
safely. The instructions are binding for handling SAMSON devices. The images shown in
these instructions are for illustration purposes only. The actual product may vary.
ÎFor the safe and proper use of these instructions, read them carefully and keep them for
later reference.
ÎIf you have any questions about these instructions, contact SAMSON‘s After-sales Service
([e-mail]).
Documents relating to the device, such as the mounting and operating
instructions, are available on our website at www.samsongroup.com >
Service & Support > Downloads > Documentation.

Contents
EB 5827-2 EN
1 Safety instructions and measures ................................................................1-1
1.1 Notes on possible severe personal injury ......................................................1-4
1.2 Notes on possible personal injury ................................................................1-4
1.3 Notes on possible property damage.............................................................1-5
1.4 Warnings on the device...............................................................................1-6
2 Markings on the device ..............................................................................2-1
2.1 Nameplate .................................................................................................2-1
2.2 Device code................................................................................................2-2
3 Design and principle of operation ...............................................................3-1
3.1 Fail-safe action ...........................................................................................3-2
3.2 Communication ..........................................................................................3-2
3.3 Additional equipment..................................................................................3-3
3.4 Technical data ............................................................................................3-4
3.5 Dimensions.................................................................................................3-7
4 Shipment and on-site transport ...................................................................4-1
4.1 Accepting the delivered goods .....................................................................4-1
4.2 Removing the packaging from the actuator ...................................................4-1
4.3 Transporting the actuator.............................................................................4-1
4.4 Lifting the actuator ......................................................................................4-1
4.5 Storing the actuator.....................................................................................4-1
5 Installation.................................................................................................5-1
5.1 Installation conditions..................................................................................5-1
5.2 Preparation for installation...........................................................................5-1
5.3 Aligning the travel indication scale...............................................................5-2
5.4 Mounting the actuator .................................................................................5-3
5.4.1 Actuator without fail-safe action...................................................................5-3
5.4.1.1 Force-locking attachment .............................................................................5-3
5.4.1.2 Form-tattachment .....................................................................................5-3
5.4.2 Actuator with fail-safe action .......................................................................5-3
5.4.2.1 Force-locking attachment .............................................................................5-3
5.4.2.2 Form-tattachment .....................................................................................5-4
5.5 Installing the control valve into the pipeline ...................................................5-4
5.6 Electrical connection....................................................................................5-6
6 Operation..................................................................................................6-1
6.1 Device overview and operating controls........................................................6-1
6.1.1 Indication with LEDs ....................................................................................6-2
6.1.2 Direction of action switch.............................................................................6-3

Contents
EB 5827-2 EN
6.1.3 Function switch ...........................................................................................6-5
6.1.4 Actuating shaft (opened front housing cover).................................................6-6
7 Start-up and conguration..........................................................................7-1
7.1 Initializing the actuator................................................................................7-1
7.2 Conguringtheactuator..............................................................................7-2
7.3 Adjusting the limit contacts ..........................................................................7-3
8 Operation..................................................................................................8-1
8.1 Positioner ...................................................................................................8-1
8.2 LED blinking pattern....................................................................................8-1
8.3 Manual override.........................................................................................8-2
8.3.1 Mechanical override ...................................................................................8-3
8.4 Operation using memory pen ......................................................................8-4
8.4.1 Copying function ........................................................................................8-6
8.4.2 Data logging ..............................................................................................8-7
8.4.3 Command mode.........................................................................................8-8
8.5 Readings in TROVIS-VIEW...........................................................................8-8
8.5.1 Operating values ........................................................................................8-8
8.5.2 Operating states .........................................................................................8-8
8.5.3 Status messages..........................................................................................8-9
8.5.4 Statistics...................................................................................................8-10
9 Malfunctions ..............................................................................................9-1
9.1 Error indication by LEDs ..............................................................................9-2
9.2 Emergency action .......................................................................................9-3
10 Servicing..................................................................................................10-1
11 Decommissioning .....................................................................................11-1
12 Removal ..................................................................................................12-1
12.1 Force-locking attachment ...........................................................................12-1
12.2 Form-tattachment ...................................................................................12-1
13 Repairs ....................................................................................................13-1
13.1 Returning the actuator to SAMSON............................................................13-1
14 Disposal...................................................................................................14-1
15 Certicates...............................................................................................15-1
16 Annex A (conguration instructions)..........................................................16-1
16.1 Input signal ..............................................................................................16-1
16.1.1 Split-range operation ................................................................................16-1

Contents
EB 5827-2 EN
16.2 Position feedback signal ............................................................................16-2
16.3 Functions..................................................................................................16-2
16.3.1 Detect input signal failure ..........................................................................16-2
16.3.2 End position guiding .................................................................................16-3
16.4 Blockage ..................................................................................................16-4
16.4.1 Blocking protection....................................................................................16-4
16.5 Travel.......................................................................................................16-4
16.5.1 Limited travel range...................................................................................16-4
16.5.2 Travel adjustment ......................................................................................16-4
16.5.3 Idle time during end position guiding..........................................................16-5
16.5.4 Velocity....................................................................................................16-6
16.5.5 Dead band (switching range).....................................................................16-6
16.5.6 Characteristic ...........................................................................................16-6
16.5.7 Start-up....................................................................................................16-8
16.5.8 Functions ('Service' folder).........................................................................16-8
16.5.8.1 Manual level.............................................................................................16-8
16.5.8.2 Functions..................................................................................................16-8
17 Annex B...................................................................................................17-1
17.1 Accessories ..............................................................................................17-1
17.2 After-sales service.....................................................................................17-2
17.3 Congurationlistandcustomer-specicdata...............................................17-3

6 EB 5827-2 EN

EB 5827-2 EN 1-1
Safety instructions and measures
1 Safety instructions and measures
Intended use
TheType5827ElectricActuatorisdesignedtooperateamountedglobevalveusedinheat-
ing, ventilation and air-conditioning systems as well as in process engineering and industrial
energy transfer systems. The digital positioner ensures a predetermined assignment of the
valve position to the input signal.
Theactuatorisdesignedtooperateunderexactlydenedconditions(e.g.thrust,travel).
Therefore, operators must ensure that the actuator is only used in operating conditions that
meetthespecicationsusedforsizingtheactuatorattheorderingstage.Incaseoperators
intendtousetheactuatorinapplicationsorconditionsotherthanthosespecied,contact
SAMSON.
SAMSON does not assume any liability for damage resulting from the failure to use the de-
vice for its intended purpose or for damage caused by external forces or any other external
factors.
ÎRefertothetechnicaldataforlimitsandeldsofapplicationaswellaspossibleuses.See
the 'Design and principle of operation' section.
Reasonably foreseeable misuse
The actuator is not suitable for the following applications:
− Useoutsidethelimitsdenedduringsizingandbythetechnicaldata
− Outdoor use
Furthermore, the following activities do not comply with the intended use:
− Use of non-original spare parts
− Performing service and repair work not described
Qualications of operating personnel
The actuator must be mounted, started up, serviced and repaired by fully trained and quali-
edpersonnelonly;theacceptedindustrycodesandpracticesmustbeobserved.According
to these mounting and operating instructions, trained personnel refers to individuals who are
able to judge the work they are assigned to and recognize possible hazards due to their spe-
cialized training, their knowledge and experience as well as their knowledge of the applica-
ble standards.

1-2 EB 5827-2 EN
Safety instructions and measures
Personal protective equipment
No personal protective equipment is required for the direct handling of the electric actuator.
Work on the control valve may be necessary when mounting or removing the device.
ÎObservetherequirementsforpersonalprotectiveequipmentspeciedinthevalvedocu-
mentation.
ÎCheck with the plant operator for details on further protective equipment.
Revisions and other modications
Revisions,conversionsorothermodicationsoftheproductarenotauthorizedbySAMSON.
They are performed at the user's own risk and may lead to safety hazards, for example. Fur-
thermore, the product may no longer meet the requirements for its intended use.
Safety features
The limit switches switch off the motor in the end positions. Upon supply voltage failure, a
valve, which has an electric actuator with fail-safe action mounted on it, moves to a certain
fail-safeposition.Thedirectionofthefail-safeactionisspeciedonthenameplateof
SAMSON actuators.
Warning against residual hazards
To avoid personal injury or property damage, plant operators and operating personnel must
prevent hazards that could be caused in the control valve by the process medium, the operat-
ing pressure, the signal pressure or by moving parts by taking appropriate precautions. Plant
operators and operating personnel must observe all hazard statements, warning and caution
notes in these mounting and operating instructions, especially for installation, start-up and
service work.
Responsibilities of the operator
Operators are responsible for proper use and compliance with the safety regulations. Opera-
tors are obliged to provide these mounting and operating instructions to the operating per-
sonnel and to instruct them in proper operation. Furthermore, operators must ensure that op-
erating personnel or third parties are not exposed to any danger.

EB 5827-2 EN 1-3
Safety instructions and measures
Responsibilities of operating personnel
Operating personnel must read and understand these mounting and operating instructions as
wellasthespeciedhazardstatements,warningandcautionnotes.Furthermore,operating
personnel must be familiar with the applicable health, safety and accident prevention regula-
tions and comply with them.
Referenced standards, directives and regulations
TheType5827ElectricActuatorwithaCEmarkingfulllstherequirementsoftheDirectives
2014/30/EU and 2014/35/EU.
TheType5827ElectricActuatorwithanEACmarkingfulllstherequirementsoftheRegula-
tionsTRCU004/2011andTRCU020/2011.
The'Certicates'sectioncontainsthisdeclarationofconformityandTRCUcerticate.
TheType5827ElectricActuatorisdesignedforuseinlow-voltageinstallations.
ÎFor wiring, maintenance and repair, observe the relevant safety regulations.
Referenced documentation
The following documents apply in addition to these mounting and operating instructions:
− Mounting and operating instructions of the valve on which the electric actuator is mount-
ed, e.g. for SAMSON valves:
uEB5861forType3260Three-wayValve
uEB5863forType3226Three-wayValve
uEB5866forType3222GlobeValve
uEB5868forType3213andType3214GlobeValves
uEB8111forType3321GlobeValve
uEB8113forType3323Three-wayValve
uEB8131forType3531GlobeValveforHeatTransferOil
uEB8135forType3535Three-wayValveforHeatTransferOil

1-4 EB 5827-2 EN
Safety instructions and measures
1.1 Notes on possible severe personal injury
DANGER
!
Risk of fatal injury due to electric shock.
ÎBefore connecting wiring, performing any work on the device or opening the de-
vice, disconnect the supply voltage and protect it against unintentional reconnec-
tion.
ÎOnly use power interruption devices that can be protected against unintentional re-
connection of the power supply.
ÎDo not remove any covers to perform adjustment work on live parts.
ÎDo not open the back housing cover.
Theelectricactuatorisprotectedagainstspraywater(IP54).
ÎAvoid jets of water.
1.2 Notes on possible personal injury
WARNING
!
Crush hazard arising from moving parts.
Theform-tversionoftheelectricactuatorcontainsmovingparts(actuatorandplug
stems),whichcaninjurehandsorngersifinsertedintotheactuator.
ÎDonotinserthandsorngerintotheyokewhilethevalveisinoperation.
ÎDisconnect the supply voltage and protect it against unintentional reconnection be-
fore performing any work on the control valve.
ÎDo not impede the movement of the actuator or plug stem by inserting objects into
their path.

EB 5827-2 EN 1-5
Safety instructions and measures
WARNING
!
Risk of personal injury through incorrect operation, use or installation as a result of
information on the actuator being illegible.
Over time, markings, labels and nameplates on the actuator may become covered with
dirt or become illegible in some other way. As a result, hazards may go unnoticed and
the necessary instructions not followed. There is a risk of personal injury.
ÎKeep all relevant markings and inscriptions on the device in a constantly legible
state.
ÎImmediately renew damaged, missing or incorrect nameplates or labels.
1.3 Notes on possible property damage
NOTICE
!
Risk of damage to the electric actuator due to the supply voltage exceeding the per-
missible tolerances.
TheType5827ElectricActuatorisdesignedforuseaccordingtoregulationsfor
low-voltage installations.
ÎObserve the permissible tolerances of the supply voltage.
Risk of actuator damage due to excessively high tightening torques.
TheconnectionoftheType5827ElectricActuatormustbetightenedwithcertain
torques. Excessive tightening torques lead to parts wearing out more quickly.
ÎObservethespeciedtighteningtorques.
Risk of damage to the electric actuator by moving the actuator stem too far.
The actuator stem of the electric actuator can be adjusted manually.
ÎMove the actuator stem only as far as the bottom or top end position.
Risk of damage to the electric actuator due to overvoltage.
Theserialinterfaceoftheelectricactuatorisnotttedwithasurgeprotector.
ÎEnsure that surge protection is provided on connecting a cable.

1-6 EB 5827-2 EN
1.4 Warnings on the device
Warning symbols Meaning Location on the device
Generalwarning
ÎRefer to the mounting and
operating instructions.
Actuator housing
Class of protection 2,
only effective when the housing
cover is closed
ÎRefer to the mounting and
operating instructions.
Actuator housing

EB 5827-2 EN 2-1
Markings on the device
2 Markings on the device
2.1 Nameplate
1
711
8
3
4
9
510
6
15
14
13
12
19
16
18
Germany
SAMSON AG,
2
17
1 Type
2 Data Matrix code
3 Material number
4 Serial number
5Supplyvoltage;powerlinefrequency
6 Power consumption
7 Rated travel
8 Thrust (actuator stem retracts)
9 Thrust (actuator stem extends)
10 Fail-safe action
Extends Retracts
11 Stroking speed
12 Firmware version
13 Input signal
14 Output signal
15
Limit contact
16 Degree of protection
17 Disposal information (see the 'Disposal' section)
18 DIN test with register number (only version with
"actuator stem extends" fail-safe action)
19 Year of manufacture

2-2 EB 5827-2 EN
Markings on the device
2.2 Device code
Electric actuator Type 5827- x x x
Fail-safe action
Without N
Actuator stem extends A
Actuator stem retracts E
Rated travel/adaptation
6mm/forcelocking 1
12mm/forcelocking 2
15mm/form-t 3
Control/supply voltage
Digitalpositioner/24VACandDC 4
Digitalpositioner/85to264VAC 5

EB 5827-2 EN 3-1
Design and principle of operation
3 Design and principle of oper-
ation
A stepper motor allows for supply by
frequency-independent voltages. The force of
the motor is transmitted to the actuator stem
(3) via gear and crank disk. When the
actuator stem extends, the actuator piston (3)
pushes against the valve's plug stem.
When the actuator stem retracts (force-lock-
ing attachment), the plug stem follows the
movement of the actuator stem as a result of
the return spring in the valve.
Whentheactuatorstemretracts(form-tat-
tachment), the plug stem is connected to the
actuator stem and follows its movement.
The positioner ensures a predetermined as-
signment of the valve position to the input
signal.Forpositionfeedback,a0to10V
signal can be picked off at terminals 32 and
33.
The characteristic and the input and output
signal settings can be changed using the
TROVIS-VIEW software (uEB6661).
Version without fail-safe action
The actuator without fail-safe action has a
handwheel (2) used to manually position the
valve. Travel and direction of action can be
read off the travel indication scale (9).
1Housing
1.1 Front housing cover
1.2 Cable entry
2Handwheel(Type5827-Nxx only)
2.1 Actuating shaft
3 Actuator stem with actuator piston
4 Coupling nut
5 Cam disk
6 Limit contacts
7.1 Adjuster for limit contact
(bottom contact cam)
7.2 Adjuster for limit contact
(top contact cam)
8Springassembly(Types5827-Axx
and 5827-Exx only)
9 Travel indication scale
9.1 Follower pin
10 Torque switch
7.1
7.2 5 6
3
4
9 10 2 2.1 1.1 1.21 8 9.1
Retracts
Extends
Fig.3-1: Type5827 Actuator (front cover open), force-locking attachment

3-2 EB 5827-2 EN
Design and principle of operation
3.2 Communication
Serial interface
TheactuatoristtedwithanRS-232serial
interface. This allows communication with
TROVIS-VIEW using SSP protocol (see
Fig.3-2).
The serial interface is exclusively intended for
servicing purposes. It must only be used
temporarily and not permanently.
Risk of damage to the electric actuator due
to overvoltage.
The serial interface of the electric actuator is
not tted with a surge protector.
ÎEnsure that surge protection is provided
on connecting a cable.
Note
NOTICE
!
3.1 Fail-safe action
The actuator version with fail-safe action
contains a spring assembly (8, see Fig.3-1
on page 3-1) and an electromagnet. The
actuator is moved by the force of the spring
to the fail-safe position when the electromag-
net (terminals L and N) is de-energized. The
direction of action depends on the actuator
version and cannot be reversed.
The actuator is available with the following
fail-safe actions:
Actuator stem extends: upon supply voltage
failure, the actuator stem extends.
Actuator stem retracts: upon supply voltage
failure, the actuator stem retracts.
Increased wear and shortened service life
of the actuator.
ÎDo not use the fail-safe action to control
the valve position.
The actuator version with fail-safe action
does not have a handwheel (2) on the front
housing cover. Manual override is possible,
afterremovingthefrontcover,usinga4mm
Allen key. The actuator returns to its original
position as soon as the Allen key is released.
Testing according to DINEN14597
TheType5827ElectricActuatorwithfail-
safe action "actuator stem extends" is tested
bytheGermantechnicalsurveillanceassoci-
ationTÜVaccordingtoDINEN14597in
combination with different SAMSON valves
(the register number is available on request).
NOTICE
!

EB 5827-2 EN 3-3
Design and principle of operation
Serial
interface
Fig.3-2: Serial interface
Conguration
TheactuatorisconguredwiththeTROVIS-
VIEW software. In this case, the serial
interface on the actuator is used to connect
the actuator to the computer.
The TROVIS-VIEW software enables the user
toeasilycongurethepositioneraswellas
view process parameters online.
TROVIS-VIEW can be downloaded free of
charge from our website at
uwww.samsongroup.com > Service &
Support > Downloads > TROVIS-VIEW.
Further information on TROVIS-VIEW (e.g.
system requirements) is available on our
website and in the Data Sheet uT6661 as
well as the Operating Instructions
uEB6661.
ÎSeethe'Start-upandconguration'sec-
tion.
3.3 Additional equipment
Limit contacts
Devicesin24Vversioncanbettedwith
limit contacts. The limit contacts consist of
two changeover switches. Their switching
positions are changed independently from
one another by continuously adjustable cam
disks.Theoatingcontactscanbeusedas
eithermakeorbreakcontactstoinuence
the tasks of control equipment.
The adjustment of the limit contacts is de-
scribed in the 'Installation' section.
Itisnotpossibletoretrotlimitcontacts.
Note

3-4 EB 5827-2 EN
Design and principle of operation
3.4 Technical data
Table 3-1: Technical data depending on version
Type5827-N 14 15 24 25 34 35
Fail-safe action Without
Thrust
Extends N 700 700 700 700 700 700
Retracts N – – – – 700 700
Manual override Yes
Power consumption VA 51) 8 51) 8 51) 8
Weight kg 0.75 0.75 0.75 0.75 0.75 0.75
Type5827-A 14 15 24 25 34 35
Fail-safe action Actuator stem extends
TestingaccordingtoDINEN14597 With Without
Transit time for rated travel in the event of
fail-safe action
s4 4 6 6 7 7
Thrust
Extends N 500 500 500 500 280 280
Retracts N – – – – 280 280
Thrust in the event of fail-safe action N 500 500 500 500 280 280
Manual override Possible 2)
Power consumption 1) VA 81) 10 81) 10 81) 10
Weight kg 1 1 1 1 1)1
Type5827-E 14 15 24 25 34 35
Fail-safe action Actuator stem retracts
TestingaccordingtoDINEN14597 Without
Transit time for rated travel in the event of
fail-safe action s 4 4 6 6 7 7
Thrust
Extends N500 500 500 500 280 280
Retracts N– – – – 280 280
Thrust in the event of fail-safe action N– – – – 280 280
Manual override Possible 2)
Power consumption 1) VA 81) 10 81) 10 81) 10
Weight kg 1 1 1 1 1 1
1) With'normal'strokingspeed;powerconsumptionof24VDCversionspeciedinW
2) Manualoverridewitha4mmAllenkey

EB 5827-2 EN 3-5
Design and principle of operation
Table 3-2: Technical data for all versions
Type5827-N/-A/-E 14 15 24 25 34 35
Rated travel mm 61) 61) 12 12 15 15
Stroking speed 2) Slow mm/s 0.13 0.13 0.13 0.13 0.13 0.13
Standard mm/s 0.2 0.2 0.2 0.2 0.2 0.2
Fast mm/s 0.36 0.36 0.36 0.36 0.36 0.36
Transit time for rat-
ed travel
Slow s 45 45 89 89 111 111
Standard s31 31 61 61 76 76
Fast s 17 17 33 33 41 41
Attachment Force-locking • • • • – –
Form-t – – – – • •
Supply voltage
24V(±10%),50and60Hz
24VDC(–10,+20%)3)• – • – • –
85to264V,50and60Hz – • – • – •
Permissible temperature ranges4)
Ambient °C 0 to 50
Storage °C –20to+70
Safety
Degree of protection IP54accordingtoEN605295)
Class of protection IIaccordingtoEN61140
Degree of contamination 2accordingtoEN60664-1
Noise immunity AccordingtoEN61000-6-2andEN61326-1
Noise emission AccordingtoEN61000-6-3andEN61326-1
Electrical safety AccordingtoEN60730-1andEN60730-2-14
Rated surge voltage 2.5kVaccordingtoEN60730-1
Vibration AccordingtoEN60068-2-64andEN60068-2-27
Conformity
Additional equipment6)
Twolimitcontacts,max.230V,1A • – • – • –

3-6 EB 5827-2 EN
Design and principle of operation
Type5827-N/-A/-E 14 15 24 25 34 35
Materials
Housing,housingcover Plastic(PPOwithglassberreinforcement)
Coupling nut M32x1.5 Brass
Ambient conditions
Humidity 5to95%moisture,nodewformation
Max. altitude above sea level 2000m
1) Actuatorswith6mmratedtravelcanalsobeusedforvalveswith7.5mmtravel.
2) Adjustable (default settings in bold print)
3) Whenafaststrokingspeedand24VDCsupplyvoltageareused,thevoltagemustnotfallbelowthespecied
value.
4) The permissible medium temperature depends on the valve on which the electric actuator is mounted. The limits in
the valve documentation apply.
5) Only with closed housing cover
6) Cannotberetrotted