Sun Yeh Electrical OM Series User manual

Quarter -Turn Electric Valve Actuator【OM Series】Sun Yeh Ele. Ind. Co., Ltd. | 2019.07
OM Series
Quarter-Turn
Electric Valve Actuator
Operation Manual
SY01-C001A-EN

Quarter -Turn Electric Valve Actuator【OM Series】Sun Yeh Ele. Ind. Co., Ltd. | 2019.07
Contents
1. General Information...............................................................................................................................1
1.1 Safety Instructions .................................................................................................................1
1.2 Installation Notices................................................................................................................1
1.3 Inspection, Storage, Transport...............................................................................................2
2. Product Overview..................................................................................................................................3
2.1 Features..................................................................................................................................3
3. Product Mechanical Data.......................................................................................................................4
3.1 Parts Identification.................................................................................................................4
3.2 Technical Information............................................................................................................4
3.3 Mounting Base Details ..........................................................................................................5
3.4 Sizing.....................................................................................................................................6
3.5 Duty Cycle.............................................................................................................................6
4. Mounting and Setup...............................................................................................................................7
4.1 Handwheel Installation (OM-2 to 13, OM-F, OM-G and OM-H).........................................7
4.2 Valve Mounting Instructions..................................................................................................8
4.3 Wiring Instructions ................................................................................................................9
4.4 Actuator Set-up....................................................................................................................10
5. Modulating Control Board Adjustment ...............................................................................................16
5.1 Modulating Control Board Surface .....................................................................................16
5.2 Programming .......................................................................................................................16
5.3 Dip Switch Setting (SW1)...................................................................................................17
5.4 Sensitivity Switch Setting (SW2)........................................................................................20
5.5 Settings for OPEN and CLOSE...........................................................................................20
5.6 Troubleshooting of Modulating Controller..........................................................................23
5.7 Modulating Board with MODBUS Function (Optional Item) ............................................25
6. Troubleshooting...................................................................................................................................34
7. Warranty...............................................................................................................................................37

Quarter -Turn Electric Valve Actuator【OM Series】Sun Yeh Ele. Ind. Co., Ltd. | 2019.07
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1. General Information
Failure to follow safety instructions may cause serious injury, equipment damage, or
voided warranty.
1.1 Safety Instructions
Installation, maintenance and repair works must be performed by trained personnel.
The handling shall follow the safety and warning instruction contained in this manual.
The user should read and follow instructions contained in this operation manual included
with the product. Failure to do this may result in damages and void warranty. Sun Yeh
will not be liable for damages due to operator negligence or misuse.
Local health and safety legislation shall be complied with.
In a few cases, the surface temperature may exceed 60°C (140 ℉). Please check the
surface temperature before operation, using an appropriate thermometer and wearing
protective gloves before operation.
1.2 Installation Notices
Before operating a three-phase voltage actuator, please manually operate it to
mid-travel position by the handwheel and power up to check if it rotates properly
in order to verify the phase sequence is correct. If it is incorrect, please correct
the phase errors by changing the connection of any two of power supply wires U, V,
W to prevent the actuator from mechanical damages.
Operating by handwheel:
Do not use any tools to increase force on handwheel for operating as this can
damage the actuator or valve.
Please read operation manual and wiring diagram carefully before installation.
Verify that supply voltage is in accordance with the data on nameplate to prevent short
circuit or electrical/electronic parts damage caused by incorrect power input.
Turn power off before wiring or maintenance.
Connect the ground wire to PE point inside the electric actuator.
To avoid functional failure caused by static, do not touch any components on the PCB
with metal tools or bare hands.
Do not parallel wire multiple actuators together without using an extra relay.
Use proper techniques when installing conduit and properly seal the connection. Do not
mount the actuator with conduit entries in upright position to prevent condensation from
entering the unit.
Actuator should be installed in an upright or horizontal position. Do not mount upside

Quarter -Turn Electric Valve Actuator【OM Series】Sun Yeh Ele. Ind. Co., Ltd. | 2019.07
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down or below a horizontal position.
These units are not designed to operate in vacuum spaces or where an explosive
atmosphere exists.
Periodically inspect actuator enclosure to prevent dust from accumulating.
1.3 Inspection, Storage, Transport
1.3.1 Receiving / Inspection
Carefully inspect the package for any damages resulting from shipping and
report all damages to the freight carrier and seller.
After unpacking the product and information packet, please keep the cartons and
any packing materials in case of product return or replacement. Verify that the
items on the packing slip or on the bill of lading are the same as what were
ordered. If there is any discrepancy, please contact the seller.
Verify if the technical data on nameplate is accordance with what was ordered.
1.3.2 Storage
The actuator should be stored in a dry area with relative humidity of less than 90
% (20 ± 5 °C) and at temperatures between - 20 °C to + 40 °C (- 4 °F to + 104
°F).
The product shall be stored with suitable protection from corrosive substance
that can damage the metal and insulating parts.
The red conduit plug for temporary protection should not be removed until the
actuator is ready to be cabled. Use suitable cable glands with IP protection when
installing.
1.3.3 Transport
Attach ropes or hooks for the purpose of lifting by hoist only to housing and not
to handwheel.
Actuators packaged in cartons can stand up to land, sea, or air transportation.
Packaged actuators shall avoid of violent impact and strong vibrations and be
protected from rain or snow.
1.3.4 Lubrication
The gear train has been sufficiently lubricated at the factory. No additional
lubrication is required.

Quarter -Turn Electric Valve Actuator【OM Series】Sun Yeh Ele. Ind. Co., Ltd. | 2019.07
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2. Product Overview
OM series quarter-turn electric actuators offer torque ranges from 35 Nm to 4,500 Nm (310
inlb to 40,000 inlb). These actuators come standard with a C3, NEMA 4X, 5 & IP67 enclosure for
outdoor use. All models are ISO 5211 compliant and equipped with a continuous mechanical
position indicator and manual override (except BM-2 and OM-A). The manual override can be
operated without clutch and brake.
2.1 Features
High alloy-steel gear trains with elf-locking prevent back-drive.
Clutch-less manual override.
Dry-powder coated aluminum alloy enclosure conforms to C3, NEMA 4X, 5 & IP 67
outdoor use.
ISO 5211 mounting flange.
Mechanical end stops.
Domed position indicator.
Built-in motor thermal protection.

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3. Product Mechanical Data
3.1 Parts Identification
3.2 Technical Information
Model
Torque
Weight
Motor Power
Manual Override
Mounting
Flange
Nm
inlb
kg
lb
Watt
ISO 5211
OM-1
35
310
2
4.4
10
Lever
F03 / F05
OM-A
50
445
3
6.6
10
N/A
扳手
F05 / F07
OM-AM
50
445
3
6.6
10
Lever
F05 / F07
OM-F
65
575
11
25
60
Handwheel
F07 / F10
OM-2
90
800
11
25
40
F07 / F10
BM-2
120
1065
5.5
13
40
N/A
F07
OM-G
120
1065
11
25
60
Handwheel
F07 / F10
OM-3
150
1330
11
25
40
F07 / F10
OM-H
300
2655
17
38
60
F07 / F10
OM-4
400
3540
20
45
80
F10 / F12
OM-5
500
4430
20
45
80
F10 / F12
OM-6
650
5755
20
45
80
F10 / F12
OM-7
1000
8855
32
71
120
F12 or F14
OM-8
1500
13280
32
71
120
F12 or F14
OM-9
2000
17710
71
157
180
F14 or F16
OM-10
2500
22140
71
157
180
F14 or F16
OM-11
3000
26565
72
159
180
F14 or F16
OM-12
3500
31000
72
159
220
F14 or F16
OM-13
4500
40000
106
234
220
F16 / F25
Position Indicator
Actuator Top Cover
Top Cover Screw
Mechanical End Stops
Handwheel
Label

Quarter -Turn Electric Valve Actuator【OM Series】Sun Yeh Ele. Ind. Co., Ltd. | 2019.07
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3.3 Mounting Base Details
Model
Mounting Flange
Shaft (A)
Depth of
Shaft (B)
Key (C)
(ISO 5211)
mm
inch
mm
inch
mm
inch
OM-1
F03 / F05
14
0.551
17
0.669
-
-
OM-A
F05 / F07
17
0.669
20
0.787
-
-
OM-AM
F05 / F07
17
0.669
20
0.787
-
-
OM-F,OM-G
F07 / F10
22
0.886
30
1.181
-
-
OM-2 to OM-3
F07 / F10
22
0.886
30
1.181
-
-
BM-2
F07
22
0.886
35
1.377
-
-
OM-H
F07 / F10
22
0.886
30
1.181
-
-
OM-4 to OM-6
F10 / F12
36
1.417
40
1.574
-
-
OM-7 to OM-8
F12 or F14
35
1.377
60
2.362
10 × 10
0.393×0.393
OM-9 to OM-12
F14 or F16
75
2.952
100
3.937
12 × 10
0.472×0.393
OM-13
F16 / F25
72
2.834
110
4.33
20 × 12
0.787×0.472
【OM-A, OM-AM, OM-F,
OM-G, OM-H and OM-1 to OM-6】
【OM-7 to OM-13】
【BM-2】

Quarter -Turn Electric Valve Actuator【OM Series】Sun Yeh Ele. Ind. Co., Ltd. | 2019.07
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3.4 Sizing
The actuator shall be sized to ensure that its torque output meets the load requirements of
valve and its ability to overcome the required duty cycle of application (As a MINIMUM,
a 30% safety factor is suggested for the calculation of torque requirement).
a.
If the maximum torque of 5” valve is 80 Nm 80 × 1.3 (safety factor) = 104 Nm
104 Nm < 150 Nm (OM-3) OK!
104 Nm > 90 Nm (OM-2) Not OK!
b. In cases where the actuator does not fit directly onto the valve, a mounting kit is required.
Please ensure the bracket and coupling are properly designed and manufactured to
withstand the torque output of the actuator.
3.5 Duty Cycle
The duty cycle is the relationship between the running time and resting time. It is
calculated as below:
Duty Cycle =x100 %
Rest Time (Sec)=
If the running time for OM-2 is 15 sec, 30% duty cycle, the rest (off) time shall be
calculated as below:
15 ×[ ( 1–30%) / 30% ] = 35 The rest time will be 35 sec.
If the running time for OM-2 is 15 sec, 75% duty cycle, the rest (off) time shall be
calculated as below:
15 ×[ ( 1–75%) / 75% ] = 5 The rest time will be 5 sec.
Note: For higher duty cycles, choose the 75% duty cycle.
One cycle consists of open-rest-close-rest.
Running Time (Sec)
Running Time (Sec) +Rest Time (Sec)
Running Time (Sec) x (1- Duty Cycle)
Duty Cycle

Quarter -Turn Electric Valve Actuator【OM Series】Sun Yeh Ele. Ind. Co., Ltd. | 2019.07
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4. Mounting and Setup
4.1 Handwheel Installation (OM-2 to 13, OM-F, OM-G and OM-H)
a. Pass the screw through the handle and tighten the nut onto handwheel.
Do not overtighten.
b. Secure the handle to the wheel with the slotted screw and tighten the locknut all the way down
to the wheel. Ensure that the locknut is locked between the wheel and the handle.
Leave a 2mm gap between the locknut and the handle as the figure below to allow the
handle free to rotate and then to have a smooth manual operation.
c. Slide fixing screw through washers and handwheel and secure them to override shaft as shown
in the figure below.
Turn off power when installing handwheel.
d. Assembly completed as shown in the
figure below.
Min. 2 mm

Quarter -Turn Electric Valve Actuator【OM Series】Sun Yeh Ele. Ind. Co., Ltd. | 2019.07
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4.2 Valve Mounting Instructions
a. Make sure both the valve and actuator are in the same position before mounting, either
fully-open or fully-closed. If not, use the manual override to correct this.
b. Once mounted together, either directly or with a mounting kit, ensure that they are
properly secured together and all fasteners are tightened.
Remove all of valve handle parts, for example, the handle or open/close
mechanical stops so as to not interfere with the actuator.
c. Check again that the valve and actuator are in the same position.
d. Remove the conduit entry plug to relieve the pressure inside the actuator for the ease of
the top cover removal and gently remove the cover.
The power must be off before removing the cover.
e. Refer to section 4.3 (P.9) for wiring notices and connect the wires according to the wiring
diagram labeled inside the cover of actuator.
Before operating a three-phase voltage actuator, please manually operate it to
mid-travel position by the handwheel and power up to check if it rotates
properly in order to verify the phase sequence is correct. If it is incorrect,
please correct the phase errors by changing the connection of any two of power
supply wires U, V, W to prevent the actuator from mechanical damages.
f. Supply power to actuator.
Care must be taken at all times as there are live circuits present that may cause
electrical shock.
g. Re-calibration may be required for the end positions, refer to 4.4 (P.10) for further
instructions.
h. For modulating units, refer to 5 (P.16 - P.22) setting instructions.
Use the insulated wires and length should be less than
30 m.
A minimum of 18 AWG wire is recommended for all field
wiring.
Turn power off before changing any settings.
i. Assemble the cover and secure cover screws firmly after setting.
Please ensure that the O-ring seal is in good condition prior to cover installation.
Actuator Drive
Handwheel

Quarter -Turn Electric Valve Actuator【OM Series】Sun Yeh Ele. Ind. Co., Ltd. | 2019.07
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4.3 Wiring Instructions
Turn power off before making the electrical connection!
Connect the ground wire to PE point placed on middle metal plate inside the electric
actuator (a green screw).
Each actuator is attached with a black water-proof plug and a temporary red dust-proof plug
to conduit entries.
Use correct size of fittings so as to not damage the threads.
Verify the supply power is in accordance with the data on the nameplate to prevent a short
circuit and an electrical shock.
Do not apply power to actuator before wiring, otherwise it can cause an electrical
shock or damage components of the actuator.
Use proper sealant to seal the conduit connection after wiring procedure to prevent dust or
water from entering the actuator.
The red plastic dust-proof plug is not meant for long-term use. Replace it with
suitable water-proof connector to ensure the enclosure protection rating.

Quarter -Turn Electric Valve Actuator【OM Series】Sun Yeh Ele. Ind. Co., Ltd. | 2019.07
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4.4 Actuator Set-up
The power must be off during this procedure so as to avoid damage to the actuator.
Do not make adjustments to the mechanical end stops when actuator is in motion.
All steps below must be completed before normal operation.
The actuators have been set and calibrated at the factory. Most of products will not require
recalibration of these settings. However these are general settings. After valve and actuator are
bolted together, apply power to verify the end positions are correct. If an adjustment is required,
please follow steps below:
4.4.1 Instructions
The travel cams are set to control the open and closed position of the valve.
See below procedure for corresponding actuator model:
OM-1, OM-A and OM-AM：The position is set to stop the travel of the actuator
when the travel cams activate the limit switch.
OM-2 to OM-13, OM-F, OM-G and OM-H：The position is set to stop the travel
of the actuator when the travel cams don’t activate the limit switch.
The standard is with two limit switches (LS1 & LS2).
LS1 & LS2：LS1is for open and LS2 is for close. They limit the fully-open and
fully-closed travel range by disabling the electric motor.
LS3 & LS4 are optional. They allow external equipment to confirm that the
valve has reached the fully-open and fully-closed positions.
4.4.2 Adjustment Steps
a. Turn power off.
b. Loosen the locknut and unwind the
mechanical end stops open and
closed screws for 7 turns.
【
Open
】
【
Close
】
Mechanical End Stops

Quarter -Turn Electric Valve Actuator【OM Series】Sun Yeh Ele. Ind. Co., Ltd. | 2019.07
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c. For modulating units, loosen the M5 set screw on the sector gear or round gear
first.
d. Adjust the fully-open position
OM-A and BM-2 are not available for the manual device setting.
1. Use the manual override to turn the valve to fully-open position.
2. Remove the cover.
OM-1, OM-A and OM-AM: Loosen the M5 set screw of cam TC1
with a 4 mm Allen Key.
OM-2 to OM-13, OM-F, OM-G and OM-H: Loosen the M3 set
screw of cam TC1 with a 2.5 mm Allen Key.
3. Adjust the travel cam based on the corresponding actuator model below:
OM-A and OM-AM
Rotate the cam TC1 clockwise to contact the switch arm.
Slowly rotate the cam TC1 clockwise until a light click is heard.
OM-1
Rotate the cam TC1 counter-clockwise to contact the switch arm.
Slowly rotate the cam TC1 counter-clockwise until a light click is
heard.
OM-2 to OM-13, OM-F, OM-G and OM-H
Rotate the cam TC1 counter-clockwise to contact the switch arm.
Slowly rotate the cam TC1 counter-clockwise until a light click is
heard.
Sector Gear
Round Gear
Set Screw M5
Set Screw M5
【OM-1, OM-Aand OM-AM】
【OM-2 to OM-13, OM-F, OM-G and OM-H】

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4. Securely tighten the M5 set screw and apply power to check if the
fully-open position is correct. If it is not correct, please repeat steps 1 to 3.
5. Use the same method to reset the cam TC3.
Adjust cam TC3 so it trips just before cam TC1 does.
6. After the adjustment is completed, check again that the M5 set screw is
securely tightened.
e. Adjust the fully- closed position
1. Use the manual override to turn the valve to fully-closed position.
2. OM-1, OM-A and OM-AM: Loosen the M5 set screw of cam TC2 with a
4 mm Allen key.
OM-2 to OM-13, OM-F, OM-G and OM-H: Loosen the M3 set screw of
cam TC2 with a 2.5 mm Allen Key.
3. Adjust the travel cam based on the corresponding actuator model below:
OM-A and OM-AM
Rotate the cam TC2 counter-clockwise to contact the switch arm.
Slowly rotate the cam TC2 counter-clockwise until a light click is
heard.
OM-1
Rotate the cam TC2clockwise to contact the switch arm.
Slowly rotate the cam TC2 clockwise until a light click is heard.
OM-2 to OM-13, OM-F, OM-G and OM-H
Rotate the cam TC2 clockwise to contact the switch arm.
Slowly rotate the cam TC2 clockwise until a light click is heard.
4. Securely tighten the M5 set screw and apply power to check if the
fully-closed position is correct. If it is not correct, please repeat steps 1 to
3.
5. Use the same method to reset the cam TC4.
Adjust cam TC4 so it trips just before cam TC2 does.
6. After the adjustment is completed, check again that the M5 set screw is
securely tightened.

Quarter -Turn Electric Valve Actuator【OM Series】Sun Yeh Ele. Ind. Co., Ltd. | 2019.07
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OM-A and OM-AM
OM-1
TC2 “CLOSE”
TC4 (Optional Item)
TC1 “ OPEN”
TC3 (Optional Item)
Clockwise: increase closing degree.
Counter-clockwise: decrease closing degree.
Clockwise: decrease opening degree.
Counter-clockwise: increase opening degree.
TC2 “CLOSE”
TC4 (Optional Item)
TC1 “ OPEN”
TC3 (Optional Item)
Clockwise: decrease closing degree.
Counter-clockwise: increase closing degree.
Clockwise: increase opening degree
Counter-clockwise: decrease opening degree.

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OM-2 to OM-13, OM-F, OM-G and OM-H
f. Supply the power and unwind the mechanical end stop screws to the fully-open
position based on the actuator model listed below:
OM-2 to OM-6, OM-F, OM-G and OM-H：1 turn
OM-7 to OM-8：3/4 turn
OM-9 to OM-13：1/2 turn
g. Tighten the locknut.
h. Supply the power and unwind the mechanical end stop screws to the
fully-closed position based on the actuator model listed below:
OM-2 to OM-6, OM-F, OM-G and OM-H：1 turn
OM-7 to OM-8：3/4 turn
OM-9 to OM-13：1/2 turn
i. Tighten the locknut of mechanical end stops.
j. Confirm that the limit switches achieve the full open-close stroke.
TC2 “CLOSE”
TC4 (Optional Item)
TC1 “ OPEN”
TC3 (Optional Item)
Clockwise: decrease closing degree.
Counter-clockwise: increase closing degree.
Clockwise: increase opening degree
Counter-clockwise: decrease opening degree.

Quarter -Turn Electric Valve Actuator【OM Series】Sun Yeh Ele. Ind. Co., Ltd. | 2019.07
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k. Modulating units:
After completing the fully-open and fully-closed calibration, run the actuator to
the fully-closed position, and then adjust the gear and the set screws as the steps
below according to the corresponding actuator model.
l. The setting procedure is now completed.
OM-A and OM-AM
Rotate the round gear counter-clockwise to
the end and tighten the M5 set screw.
OM-1
Rotate the round gear clockwise to the end
and tighten the M5 set screw.
OM-2 to OM-13
OM-F, OM-G and OM-H
Rotate the sector gear clockwise to the end
and tighten the M5 set screw.
【OM-1】
【OM-2~8】
Shaft
Set Screw M5
Round Gear
M5 Set Screw
Sector Gear
M5 Set Screw
【OM-1, OM-Aand OM-AM】
【OM-2 to OM-13, OM-F, OM-G and OM-H】

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5. Modulating Control Board Adjustment
5.1 Modulating Control Board Surface
The layout is based on 110/220VAC voltage.
5.2 Programming
ΣController Motor
Driver
Feedback
Signal
Motor
Gear Box
-
e
+
Input Signal
Output
Signal
OM-1, OM-Aand OM-AM
OM-F, OM-G, OM-H and OM-2 to OM-13
1 2 4 5 6 7
11 12
A
B
1
2
3
6
7
8
9
10
11
12

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5.3 Dip Switch Setting (SW1)
The Dip Switch SW1 is a combination of 8 switches and equally divided in two rows. It
is utilized to select signal type of input as well as output and fail positioning when the signal
input fails. The sliders can be placed at either ON (upper) or OFF (lower) state position.
Factory settings are switches 1, 4, 8 at ON state and switches 2, 3, 5, 6, 7 at OFF state.
a. Input signal setting (1 - 2)
Input Signal
State of Switches
4 - 20 mA
1 at ON, 2 at OFF
1 - 5 V
1 at OFF, 2 at OFF
2 - 10 V
1 at OFF, 2 at ON
1
2
3
4
5
6
7
8
Factory Setting
ON
OFF
OFF
ON
OFF
OFF
OFF
ON
4 - 20 mA input
ON
OFF
1 - 5 V input
OFF
OFF
2 - 10 V input
OFF
ON
4 - 20 mA output
OFF
ON
OFF
2 - 10 V output
ON
OFF
ON
Input 20 mA / 5 V / 10 V to operate valve to fully-open position
OFF
Input 20 mA / 5 V / 10 V to operate valve to fully-closed position
ON
When signal input failed, driving valve to fully-open (when S6 sets at “ ON”).
OFF
ON
When signal input failed, driving valve to fully-closed (when S6 sets at “ ON”).
ON
OFF
When signal input failed, driving valve to fully-closed (when S6 sets at “ OFF”).
OFF
ON
When signal input failed, driving valve to fully-open (when S6 sets at “ OFF”).
ON
OFF
When signal input failed, valve stays at the last position.
ON
ON
Please follow steps below if an adjustment of these settings are required.
Please restart the actuator after adjusting.

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b. Output signal setting (3 - 5)
Output Signal
State of Switches
4 - 20 mA
3 at OFF, 4 at ON, 5 at OFF
2 - 10V
3 at ON, 4 at OFF, 5 at ON
c. Setting of fail position when signal input failed (Switches 6 - 8)
The input signal type is set by switches 1 and 2.And switch 6 is used to set the
corresponding relationship between value of signal input and operation
direction of actuator.
When S6 is set to ON：
The program defines 20 mA or 5 V or 10 V as a command for fully-closed positioning.
The line graph below shows the signal level and the corresponding position of
actuator.
When a low signal value is received, the actuator operates toward fully-open position
and when a high signal value is received, the actuator operates toward fully-closed
position.
Input Signal
Fully-Open ( 90°)
Fully-Closed ( 0°)
4 - 20 mA
4 mA
20 mA
1 - 5 V
1 V
5 V
2 - 10 V
2 V
10 V