Samson Type 5824 Service manual

Translation of original instructions
EB 5824-1 EN
Edition January 2023
Electric Actuators Type 5824 without fail-safe action
Type 5825 with fail-safe action
Three-step version

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]).
The mounting and operating instructions for the devices are included
in the scope of delivery. The latest documentation is available on our
website at www.samsongroup.com > Service & Support > Downloads >
Documentation.
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 5824-1 EN

Contents
EB 5824-1 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 ................................................................1-5
1.3 Notes on possible property damage.............................................................1-5
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 ...........................................................................................3-1
3.2 Versions .....................................................................................................3-2
3.3 Additional equipment..................................................................................3-2
3.4 Technical data ............................................................................................3-3
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 .................................................................................5-2
5.4.1 Type5824:force-lockingattachment ............................................................5-2
5.4.2 Type5824:form-tattachment ....................................................................5-3
5.4.3 Type5825:force-lockingattachment ............................................................5-3
5.4.4 Type5825: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 Actuating shaft (opened front housing cover).................................................6-2
7 Start-up .....................................................................................................7-1
7.1 Adjusting the limit contacts ..........................................................................7-1
7.2 Adjusting the resistance transmitter...............................................................7-2

Contents
EB 5824-1 EN
8 Operation..................................................................................................8-1
8.1 Three-stepoperation ...................................................................................8-1
8.2 Handwheel.................................................................................................8-1
9 Malfunctions ..............................................................................................9-1
9.1 Emergency action .......................................................................................9-1
10 Servicing..................................................................................................10-1
11 Decommissioning .....................................................................................11-1
12 Removal ..................................................................................................12-1
12.1 Force-locking attachment ...........................................................................12-1
12.2 Form-tattachment ...................................................................................12-2
13 Repairs ....................................................................................................13-1
13.1 Returning the actuator to SAMSON............................................................13-1
14 Disposal...................................................................................................14-1
15 Certicates...............................................................................................15-1
15.1 Information on the UK sales region.............................................................15-1
16 Annex......................................................................................................16-1
16.1 Accessories ..............................................................................................16-1
16.2 After-sales service.....................................................................................16-1

EB 5824-1 EN 1-1
Safety instructions and measures
1 Safety instructions and measures
Intended use
TheType5824andType5825ElectricActuatorsaredesignedtooperateamountedglobe
valve used in heating, ventilation and air-conditioning systems as well as in process
engineering and industrial energy transfer systems. The actuators are designed to operate
underexactlydenedconditions(e.g.thrust,travel).Therefore,operatorsmustensurethatan
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 an 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actuatorsare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 actuators must be mounted, started up, serviced and repaired by fully trained and quali-
edpersonnelonly;theacceptedindustrycodesandpracticesaretobeobserved.Accord-
ing 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
specializedtraining,theirknowledgeandexperienceaswellastheirknowledgeoftheappli-
cable standards.

1-2 EB 5824-1 EN
Safety instructions and measures
Personal protective equipment
No personal protective equipment is required for the direct handling of electric actuators.
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
Upon supply voltage failure, the Type5825 Electric Actuator causes the valve to move 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,warningsandcau-
tion 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.
Responsibilities of operating personnel
Operating personnel must read and understand these mounting and operating instructions as
wellasthespeciedhazardstatements,warningsandcautionnotes.Furthermore,operating
personnel must be familiar with the applicable health, safety and accident prevention regula-
tions and comply with them.

EB 5824-1 EN 1-3
Safety instructions and measures
Referenced standards, directives and regulations
DeviceswithaCEmarkingfullltherequirementsofthefollowingDirectives:
−2014/30/EU
−2014/35/EU
−2011/65/EU
DeviceswithaUKCAmarkingfullltherequirementsofthefollowingRegulations:
−SI2016No.1091(TheElectromagneticCompatibilityRegulations2016)
−SI2016No.1101(TheElectricalEquipment(Safety)Regulations2016)
−SI2012No.3032(TheRestrictionoftheUseofHazardousSubstancesinElectricaland
Electronic Equipment Regulations 2012)
DeviceswithanEACmarkingfullltherequirementsofthefollowingRegulations:
−TR CU 004/2011
−TR CU 020/2011
The'Certicates'sectioncontainsthesedeclarationsofconformityandTRCUcerticate.
TheType5824andType5825ElectricActuatorsaredesignedforuseinlowvoltageinstal-
lations.
ÎFor wiring, maintenance and repair, observe the relevant safety regulations.

1-4 EB 5824-1 EN
Safety instructions and measures
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
1.1 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.

EB 5824-1 EN 1-5
Safety instructions and measures
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.
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Types5824and5825ElectricActuatorsaredesignedforuseaccordingtoregula-
tions for low-voltage installations.
ÎObserve the permissible tolerances of the supply voltage.

1-6 EB 5824-1 EN
NOTICE
!
Risk of actuator damage due to excessively high tightening torques.
ObservethespeciedtorqueswhentighteningtheTypes5824and5825ElectricActu-
ators. 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 actuators 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 incorrect connection of the voltage.
The electric actuators have terminals to retract the stem (eL terminal) and to extend the
stem (aL terminal).
ÎDo not apply a voltage to eL and aL at the same time.

EB 5824-1 EN 2-1
Markings on the device
2 Markings on the device
2.1 Nameplate
The nameplate shown was up to date at the time of publication of this document. The name-
plate on the device may differ from the one shown.
15
1 Type designation
2 Data Matrix code
3 Material no.
4 Serial number, date of manufacture
5Supplyvoltage;powerlinefrequency
6 Power consumption
7 Rated travel
8Stroking speed
9 Thrust (actuator stem retracts)
10 Thrust (actuator stem extends)
11 Fail-safe action
Extends Retracts
12
Resistance transmitters
13
Limit contact
14 DIN test with register number (only version with
"actuator stem extends" fail-safe action)
15 Other mark of conformity

2-2 EB 5824-1 EN
Markings on the device
2.2 Device code
Electric actuator Type5824– x x
Rated travel/adaptation
6mm/forcelocking 1
12mm/forcelocking 2
15mm/form-t 3
Movement of the actuator stem
Standard stroking speed 0
Faster motor 3
Electric actuator Type5825– x x
Rated travel/adaptation
6mm/forcelocking 1
12mm/forcelocking 2
15mm/form-t 3
Movement of the actuator stem
Standardstrokingspeed,fail-safeaction:stemextends 0
Fastermotor,fail-safeaction:stemextends 3
Standardstrokingspeed,fail-safeaction:stemretracts 5

EB 5824-1 EN 3-1
Design and principle of operation
3 Design and principle of oper-
ation
The actuator contains a reversible synchro-
nous motor and a maintenance-free gear.
The motor is switched off by torque switches
or in case of overload.
The force of the motor is transmitted to the
actuator stem (3) via gear and crank disk.
When the actuator stem extends, the actua-
tor 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.
0
6
12
15
15
12
6
0
1099.18
7.2
2 1.17.1 1.2
4
5 6
3
1 2.1
Retracts
Extends
1Housing
1.1 Front housing cover
1.2 Cable entry
2Handwheel(Type5824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)
8 Springassembly(Type5825
only)
9 Travel indication scale
9.1 Follower pin
10 Torque switch
Do not open the back
housing cover.
Fig.3-1: Type5824/5825 Actuator (front cover open), force-locking attachment
Whentheactuatorstemretracts(form-tat-
tachment), the plug stem is connected to the
actuator stem and follows its movement.
Type 5824 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).
3.1 Fail-safe action
Type 5825 with fail-safe action
The actuator contains a spring mechanism
(8)andanelectromagnet.Theactuatoris
moved by the force of the spring to the fail-
safe position when the electromagnet (termi-
nalsLandN)isde-energized.Thedirection
of action depends on the actuator version

3-2 EB 5824-1 EN
Design and principle of operation
andcannotbechanged.TheType5825Ac-
tuator is available with fail-safe action "ac-
tuator stem extends" or "actuator stem re-
tracts".
The actuator stem of Type5824 Actuator re-
mains in its last position in the event of sup-
ply voltage failure.
Increased wear and shortened service life
of the actuator.
ÎDo not use the fail-safe action to control
the valve position.
Ahandwheel(2)isnotttedonthefront
housingcoverofType5825.Manualover-
ride is possible, after removing the front cov-
er,usinga4mmAllenkey.Theactuatorre-
turns to its original position as soon as the
Allen key is released.
TestingaccordingtoDINEN14597
TheType5825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.
Tested versions are indicated on the name-
plate. Refer to Technical data.
The registration number is available on re-
quest.
3.2 Versions
Version with faster motor
TheTypes5824-13/-23/-33and
Types5825-13/-23haveamorepowerful
motor in a housing at the back of the actua-
tor.
3.3 Additional equipment
Limit contacts
Optionally, the actuator can be equipped
with two limit contacts. They consist of two
changeover switches. Their switching posi-
tions are changed independently from one
another by continuously adjustable cam
disks.
Limitcontactsarenotsuitableforretrotting.
Resistance transmitter
Optionally, the actuator can be equipped
with a resistance transmitter. It is linked to the
gear and produces a resistance signal be-
tweenapprox.0and1000Ω(usablerange
0to800Ω)proportionaltothevalvetravel.
It can be used to assess the process of the
actuator stem.
The resistance transmitter is not suitable for
retrotting.
Note
NOTICE
!

EB 5824-1 EN 3-3
Design and principle of operation
3.4 Technical data
Table3-1: Technical data · Type 5824
Type 5824
-10 -13 -20 -23 -30 -33
Fail-safe action Without
Rated travel mm 61) 61) 12 12 15 15
Stroking speed
Standard: 0.18mm/s •–•–•–
Fastermotor: 0.36mm/s –•–•–•
Transit time for rated travel approx. s 351) 181) 70 36 90 45
Thrust Extends N 700 700 700 700 700 700
Retracts N – – – – 700 700
Attach-
ment
Force-locking • • • • – –
Form-t – – – – • •
Manual override Yes
Supply voltage
24V,50Hz •–•–•–
230V,50Hz/60Hz 2) ••••••
Power consumption Approx. VA 3 6 3 6 3 6
Permissibletemperatures4)
Ambient 0to50°C
Storage –20to+70°C
Safety
Degree of protection IP54accordingtoEN605293)
Class of protection IIaccordingtoEN61140
Device safety According to EN 61010-1
Noise immunity AccordingtoEN61000-6-2andEN61326
Noise emission AccordingtoEN61000-6-3andEN61326
Vibration AccordingtoEN60068-2-6andEN60068-2-27
Conformity

3-4 EB 5824-1 EN
Design and principle of operation
Type 5824
-10 -13 -20 -23 -30 -33
Additional electrical equipment(notsuitableforretrotting)
Two limit contacts, max.230V,1A ••••••
One resistance transmitter,0to1000Ω±15%,
max.200mW(90%ofnalvalueatratedtravel) •–•–••
Materials
Housing,housingcover Plastic(PPOwithglassberreinforcement)
Coupling nut M32x1.5 Brass
Weight kg (approx.) 0.75 1.00 0.75 1.00 0.75 0.75
1) Actuatorswith6mmtravelcanalsobeusedforvalveswith7.5mmtravel(45stransittime,22.5sforactuator
with faster motor).
2) Special version
3) ThedegreeofprotectionIP54canonlybeachieveduptodeviceindex.03 when the actuator is installed in the up-
rightposition.SeelasttwoguresofthecongurationIDwrittenonthenameplate,e.g.Var.-IDxxxxxxx.xx, for the
device index.
4) The permissible medium temperature depends on the valve on which the electric actuator is mounted.
The limits in the valve documentation apply.

EB 5824-1 EN 3-5
Design and principle of operation
Table3-2: Technical data · Type 5825
Type 5825
-10 -13 -20 -23 -30 -33 -15 -25 -35
Fail-safe action Extends Retracts
Rated travel mm 61) 61) 12 12 15 15 61) 12 15
Stroking speed
Standard: 0.18mm/s •–•–•–•••
Fastermotor: 0.36mm/s –•–•–•–––
Transit time for rated travel approx. s 351) 181) 70 36 90 45 351) 70 90
Transit time for rated travel
in the event of fail-safe
action
approx. s 4 4 6 6 7 7 4 6 7
Thrust Extends N 500 500 500 500 280 280 500 500 280
Retracts N – – – – 280 280 – – 280
Thrust in the event of fail-
safe action N 500 500 500 500 280 280 –3) –3) 280
Attach-
ment
Force-locking • • • • – – • • –
Form-t – – – – • • – – •
Manual adjuster Possible 2)
Supply voltage
24V,50Hz •–•–•–•••
230V,50Hz/60Hz 4) •••••••••
Power consumption Approx. VA 484848444
Permissible temperatures 6)
Ambient 0to50°C
Storage –20to+70°C
Safety
Degree of protection IP54accordingtoEN605295)
Class of protection IIaccordingtoEN61140
Device safety AccordingtoEN61010-1
Noise immunity AccordingtoEN61000-6-2andEN61326
Noise emission AccordingtoEN61000-6-3andEN61326
Vibration AccordingtoEN60068-2-6andEN60068-2-27

3-6 EB 5824-1 EN
Design and principle of operation
Type 5825
-10 -13 -20 -23 -30 -33 -15 -25 -35
Conformity
TestingaccordingtoDINEN14597 –––––
Additional electrical equipment(notsuitableforretrotting)
Two limit contacts, max.230V,1A •••••••••
One resistance transmitter, 0 to
1000Ω±15%,max.200mW(90%
ofnalvalueatratedtravel)
• – • – • • • • •
Materials
Housing,housingcover Plastic(PPOwithglassberreinforcement)
Coupling nut M32x1.5 Brass
Weight kg (approx.) 1.00 1.25 1.00 1.25 1.00 1.25 1.00 1.00 1.00
1) Actuatorswith6mmtravelcanalsobeusedforvalveswith7.5mmtravel(45stransittime,22.5sforactuator
with faster motor).
2) Manualoverrideusing4mmAllenkey(afterremovingthefrontcover);actuatoralwaysreturnstofail-safeposition
after release.
3) Safetyspringpullsactuatorstemtoretractedendposition;valveoperatedbyvalvespring.
4) Special version
5) ThedegreeofprotectionIP54canonlybeachieveduptodeviceindex.03 when the actuator is installed in the up-
rightposition.SeelasttwoguresofthecongurationIDwrittenonthenameplate,e.g.Var.-IDxxxxxxx.xx, for the
device index.
6) The permissible medium temperature depends on the valve on which the electric actuator is mounted.
The limits in the valve documentation apply.

EB 5824-1 EN 3-7
Design and principle of operation
3.5 Dimensions
Type5824-10andTypes5825-10/-15/-25
146
82
113
48 44
103
Types5824-13/-23/-33andTypes5825-13/-23(version with faster motor)
12
18
Ø 70
51
(33)
136
146
48 44
103
82
113
Fig.3-2: Dimensions in mm · Types5824/5825 (force-locking attachment)

3-8 EB 5824-1 EN
Design and principle of operation
Type5824-30andTypes5825-30/-33/-35
203
50
136
Ø 10
46,5
15mm
travel
Actuator with yoke (1400-7414)
15mm
travel
Actuator without yoke
Fig.3-3: Dimensions in mm · Types5824/5825 (form-t attachment)