t.a.c. Forta M1500A Instruction manual

1 (10) DIM121E
F-27507-1
Subject to modification.
DIM121E
12 Mar 2008
TECHNICAL DATA, M1500A
TAC Forta M1500A
Forta M1500A series Non-Spring Return linear actuators are
designed to mount directly on to VB-72xx two way globe
valve with a AV-811linkage kit (ordered separately) or VB-
8xxx two and three way globe valves and VB-9313-0-5-xx
three way globe valves with a AV-812 valve linkage kit (ordered
separately).
Applications include chilled or hot water and steam.
Field selectable input signals include reverse and direct
acting, Floating or Proportional 0-10, 2-10 vdc or 4-20 ma with
500 Ohm resistor (supplied) plus proportional sequencing
input signal ranges.
FEATURES
- Floating configuration controlled by a SPDT floating
controllers
- Proportional configuration 0-10, 2-10 vdc or 4-20 ma with
the addition of a 500 ohm resistor included
Direct/Reverse action switch selectable
- 337lbf (1500N) linear force
- 24 Vac powered
- Die-cast housing with plenum rated plastic cover for NEMA
2 (IP54) applications
- Manual override to allow positioning of valve
- Electronic valve sequencing and Electronic flow curve
(equal percentage or Linear) selection.
- Torque overload protection throughout stroke
- Easy “One Touch” input signal/stroke calibration
Stroke >3/8" to 2" (9-52mm)
Stroke Timing
Floating 60 or 300 sec selectable
Proportional 15 sec @1/2" stroke
Feedback AO 2-10 vdc
Power Supply Type Half Wave
Motor Type Brushless DC
Enclosure NEMA 2 (IP 54) with both conduit
connectors used. NEMA 1 IP40 with
one connector used.
Sound Power Level max 32 dba
Ambient Temperature
Storage -13 °F-+149 °F (-25- +65°C) ambient
Operational 122 °F (50 °C) For Chilled water
applications
113 °F (45°C) ambient at 281 °F
(138°C) Fluid temperature
107 °F (42 °C)ambient at 300 °F
(149 °C) Fluid temperature
100 °F (38 °C) ambient at 340 °F
(171°C) Fluid temperature
90°F (32°C) ambient at 366 °F
(186 °C) Fluid temperature
Min. Operating Temp. 14 °F (-10 °C)
Ambient Humidity 15 to 95 % RH non condensing
Materials
Housing Die-Cast Aluminum
Cover UL94 plenum rated plastic
Weight 3.96 lb (1.8kg)
Dimensions Figure 1
Agency Listings UL873, cULus, C-tick, CE
Globe Valve Actuator General instructions
Model Power Running VA
Transformer
Size VA
Floating
Control Proportional Control Feedback Force lbf
2-SPDT Aux
Switch
M1500A No
M1500A-S2 24vac 4a res
* 4-20mA with 500 ohm resistor
Yes 0-10vdc, 2-10vdc or
4-20mA* 2-10vdc 337 (1500 N)
Model Chart
24vac ±10%
50-60Hz 24 50
APPLICABLE LITERATURE
-Forta/VB-7xxx Selection Guide, F-27490
-Forta/VB-8xxx, VB-9xxx Selection Guide, F-27491
-AV-811 Linkage VB-7xxx, F-27442
-AV-812 Linkage VB-8xxx, VB-9xxx, F-27443
-AV-800 Series Linkage Adapters for Competitors Valves,
F-27470

DIM121E 2 (10)
F-27507-1
The actuator
The brushless DC-motor of the actuator
turns a screw via a gear wheel. The motor
receives a control signal from a controller.
The screw gets a linear movement which
moves the stem of the valve.
Control signal
M1500A can be controlled by a SPDT
floating control, Triac source controller
or a proportional input signal.
Manual operation
There is a red manual operation handle
on the actuator, see figure 2. When it is
lowered, the motor stops. Then the
actuator can be operated manually if the
handle is turned.
ATTENTION: actuators is shipped with
manual override lowered (MAN).
For normal operating, the handle must
be raised (AUTO).
Position feedback
M1500A actuators are equipped with a 2-
10 vdc position feedback.
FUNCTION
DIMENSIONS
The actuator may be mounted
horizontally, vertically and in any position
in between, but not upside down, see
figure 3.
Forta M1500A series linear actuators
are designed to mount directly on to VB-
72xx two way globe valves with a AV-811
valve linkage kit (ordered separately),
VB-8xxx two and three way globe valves
and VB-9313-0-5-xx three way globe
valves require a AV-812 valve linkage kit
for actuator mounting (order separately).
Please see the general instructions
F-27442 and F-27443.
MOUNTING
Figure 3
Dimensions: in. (mm) Figure 1
Red Manual
Operation
Handle raised
(AUTO)
Red Manual
Operation
Handle lowered (MAN)
Figure 2

3 (10) DIM121E
F-27507-1
CONNECTIONS
Block Function Description
G 24 vac power
H 24 vac power
AI + input signal
C - signal common
D1 floating Extend/
Retract*
D2 floating Extend/
Retract*
AO + feedback sig
*Exact operation will very based on the settings
of DIP switch #1 and #7
Caution: For floating input signals the
cables between the controller and the
Forta should not exceed 328' (100m)
(16 AWG) with the cables connected
to one actuator.
When installed with 3 conductors with
very long lengths (floating control),
where control signal reference is
connected to G, the motor current of
the actuator will cause varying voltage
loss in the cable and thus in the
reference level. Forta which has a
highly sensitive control signal input,
will detect the varying signal and
follow it, which makes it difficult for the
actuator to find a stable position.
Cable Lengths: The wires to G, H
should be max of 328 ft (100m). min
AWG 16, all other proportional input
signal input wires should be a max of
656 ft (200m) min AWG 20.
Please refer to the Wiring Examples
for wiring instructions.
Figure 4
Terminal
block

DIM121E 4 (10)
F-27507-1
WIRING EXAMPLES
Figure 6

5 (10) DIM121E
F-27507-1
Figure 7

DIM121E 6 (10)
F-27507-1
PROGRAM SWITCH SETTINGS
Figure 8
Function in the Description
“OFF” pos. “ON” position
1 Retract Extend (see sw7) Valve closing screw direction
2 Proportional Floating Control Mode
3 – Sequence Sequence control
4 0-10 V 2-10 V Input Voltage range
5 0-5 V, 2-6 V 5-10 V, 6-10 V Part of voltage range
6 60 s 300 s Running time (Floating control only)
7 Normal Inverted (see SW 1) Direction of movement
8 Normal Linear/Logarithmic Valve characteristic
9 Operation Stroke position Input signal/stroke calibration
adjust (mom.)
(*) There are nine switches in a row on the
circuit board. The factory shipped
default switch positions are all “OFF.”
1 Valve Closing Screw
Upon power up with switch 1 OFF the
actuator will fully retract before the input
control signal takes control. If switch 1 is
ON the actuator will fully extend before
the input control signal takes over. This
switch will change the proportional or
floating input signal to direct or reverse
action similar to switch 7
2 Control signal—Prop / Float
TAC Forta can either be controlled by a
Proportional signal (SW2 OFF), or a
floating signal (SW2 ON)
3 Sequence or parallel control—
– – – / SEQ
With sequence (or parallel) control (SEQ),
two actuators/valves can be controlled by
only one proportional control signal.
Switch 2 must be OFF, switch 3 must be
ON and switch 5 will configure the range.
Note if sequence or parallel control is not
used switch 3 must be in the off position
4 Voltage range
You can choose whether to use the control
signal voltage range 0-10Vdc (SW4 off)
or 2-10Vdc (SW4 on).
5 Part of voltage range—
0-5, 2-6 / 5-10, 6-10
Allows you to select 0-5/2-6v or 5-10/6-
10v working range.
If SW5 is OFF the 0-5/2-6v range is
selected, If SW5 is ON the 5-10/6-10v is
selected
Note switch 5 is only active if switch 2 is
OFF and switch 3 is ON.
6
If switch 2 is ON SW6 controls run time,
SW 6 OFF equals 60 sec, ON equals 300
sec run time.
7 Direction of movement—
NORM / INV
Changes the proportional or floating input
signal to direct or reverse action similar to
switch 1
8 Linearization
SW 8 OFF normal
SW8 ON Linear electronic control
The motorized valve characteristics can
be modified. If you wish for the
characteristics to be affected, the
setting LIN/LG will make the characteristics
of an equally modified percentage (EQM)
valve almost linear.
On the other hand, with LIN/LG setting a
motorized valve equipped with a linear
valve will operate with ”Quick open
characteristics.”
Note! For the actuator to register
new settings of the switches, the
supply voltage must be removed by
cutting power to the actuator or
lowering the manual override lever,
then change any of switches one
through 8 as required and then
restore power to the actuator or raise
the manual override level.
Please refer to illustration on page 2,
figure 2.
Note: After mounting the actuator on a
valve, dipswitch 9 must be momentarily
switched off to on to off with the actuator
powered for proper actuator valve
stroke calibration.
9 (OP/ADJ)
Input Signal/Stroke calibration SW9 OFF
normal operation
This switch is only used to calibrate the
input control signal and the valve stroke.
To calibrate, power to the actuator must
be on, momentarily turn switch 9 on and
then off. The actuator will automatically
match the control input signal to the valve
stroke (switch 9 must be left in the off
position for normal operation).
*See note below!
Refer to the following selection guides for selection of the available Actuator Valve combinations
VB-7xxx Selection Guide F-27490 or VB-8xxx/VB-9xxx Selection Guide F-27491 before using the
tables on pages 7, 8 and 9
ACTUATOR VALVE SELECTION

7 (10) DIM121E
F-27507-1
Valve Type
Valve position
at low signal
input Switch 1 Switch 2 Switch 7
Power up
Position
Input
Signal
Action
Low end
of signal
input
range
Feedback signal
action
DA
RA
DA
RA
RA
DA
RA
DA
Table 1
VB-x2xx 2 way valves Forta M1500A Base Proportional Configuration
Program Switch Position Desired Valve Operations
VB-x22x stem
up closed OFF OFF OFF
Retract
No Flow
Extend
Full Flow
10 vdc Full Flow
2 vdc No Flow
Retract
No Flow
Retract
No Flow
2 vdc No Flow
10 vdc Full Flow
VB-x22x stem
down open OFF OFF ON
VB-x22x stem
up closed ON OFF ON
Extend
Full Flow
Extend
Full Flow
2 vdc Full Flow
10 vdc No Flow
Extend
Full Flow
Retract
No Flow
10 vdc No Flow
2 vdc Full Flow
VB-x22x stem
down open ON OFF OFF
VB-x21x stem
up open ON OFF ON
Extend
No Flow
Extend
No Flow
2 vdc No Flow
10 vdc Full Flow
Extend
No Flow
Retract
Full Flow
10 vdc Full Flow
2 vdc No Flow
VB-x21x stem
down closed ON OFF OFF
Retract
Full Flow
Retract
Full Flow
2 vdc Full Flow
10 vdc No Flow
VB-x21x stem
up open OFF OFF OFF
Programming Note: The above switch positions are the base programming configurations, in the base
configurations all other switches should be switched off. Once the base programming configuration has
been set up you may wish to add additional program features and functions that are listed on page 6.
DA = Full open, full flow, 10vdc output / Full closed, no flow, 2vdc output
RA = Full open, full flow, 2vdc output / Full closed, no flow 10vdc output
VB-x21x stem
down closed OFF OFF ON Retract Full Flow
Extend
No Flow
10 vdc No Flow
2 vdc Full Flow
VB-72xx and 82xx or 92xx Two Way Globe Valve, Forta Proportional Control Setup
Reference
VB-8303 and VB-9313 Three Way Globe Valve, Proportional Control Setup
Reference
Valve Type
Valve position at
low signal input Switch 1 Switch 2 Switch 7
Power up
Position
Low end of signal
input range
Feedback signal
action @ port B
Table 2
VB-8303 3 way valves Diverting/Mixing Forta M1500A Base Proportional Configuration
Program Switch Position Desired Valve Operations
VB-8303 stem up
open B to AB OFF OFF OFF Retract Full Flow
B to AB
Retract Full Flow
B to AB
2 vdc Full flow
10 vdc No flow
VB-8303 stem down
closed B to AB OFF OFF ON Retract Full Flow B to AB
Extend No Flow
B to AB
10 vdc No flow
2 vdc Full flow
VB-8303 stem up
open B to AB ON OFF ON Extend Full Flow
A to AB
Retract Full Flow
B to AB
10 vdc Full flow
2 vdc No flow
VB-8303 stem down
closed B to AB ON OFF OFF Extend Full Flow A to AB
Extend No Flow
B to AB
2 vdc No flow
10 vdc Full flow
VB-9313 3 way Mixing Valves
VB-9313 stem up
open B to AB OFF OFF OFF Retract Full Flow
B to AB
Retract Full Flow
B to AB
2 vdc Full flow
10 vdc No flow
VB-9313 stem down
closed B to AB OFF OFF ON Retract Full Flow B to AB
Extend No Flow
B to AB
10 vdc No flow
2 vdc Full flow
VB-9313 stem up
open B to AB ON OFF ON Extend Full Flow
A to AB
Retract Full Flow
B to AB
10 vdc Full flow
2 vdc No flow
Extend Full Flow
A to AB
Extend No Flow
B to AB
2 vdc No flow
10 vdc Full flow
Programming Note: The above switch positions are the base pro
g
rammin
g
confi
g
urations, in the base confi
g
urations all
other switches should be switched off. Once the base programming configuration has been set up you may wish to add
additional program features and functions that are listed below.
VB-9313 stem down
closed B to AB ON OFF OFF

DIM121E 8 (10)
F-27507-1
Valve Type
Valve
position
with D2
powered Switch 1 Switch 2 Switch 7
Power
up
Position
Power to
D2 input
terminal
Feedback
signal
Power to
D1 input
terminal
Feedback
signal
Programming Note: The above switch positions are the base programming configurations, in the base
configurations all other switches should be switched off. Once the base programming configuration
has been set up you may wish to add additional program features and functions that are listed on page
6.
DA = Full open, full flow, 10vdc output / Full closed, no flow, 2vdc output
RA = Full open, full flow, 2vdc output / Full closed, no flow 10vdc output
10 vdc
VB-x21x
stem down OFF ON ON Retract
Full Flow
Extend
No Flow 10 vdc
Retract
Full Flow 2 vdc
Retract
Full Flow
Retract
Full Flow 2 vdc
Extend
No Flow
VB-x21x
stem up OFF ON OFF
2 vdc
VB-x21x
stem down ON ON OFF Extend
No Flow
Extend
No Flow 2 vdc
Retract
Full Flow 10 vdc
Extend
No Flow
Retract
Full Flow 10 vdc
Extend
No Flow
VB-x21x
stem up ON ON ON
2 vdc
VB-x22x
stem down ON ON OFF Extend
Full Flow
Extend
Full Flow 2 vdc
Retract
No Flow 10 vdc
Extend
Full Flow
Retract
No Flow 10 vdc
Extend
Full Flow
VB-x22x
stem up ON ON ON
10 vdc
VB-x22x
stem down OFF ON ON Retract
No Flow
Extend
Full Flow 10 vdc
Retract
No Flow 2 vdc
Retract
No Flow
Retract
No Flow 2 vdc
Extend
Full Flow
VB-x22x
stem up OFF ON OFF
Table 4
VB-x2xx 2 way valves Forta M1500A Base Floating Configuration
Program Switch Position Input / Output
VB-72xx and 82xx or 92xx Two Way Globe Valve, Forta Floating Control Setup
Reference
Forta Proportional Control Auxiliary Switch (Optional) Setup Reference
Switch 1 CLOSE
OPEN
Switch 2 CLOSE
OPEN
% of Valve Travel 0 10 20 30 40 50 60 70 80 90 100
With the actuator powered and being controlled by the input signal the optional auxiliary switches only transfer contacts as follows,
driving from full retract to full extend the auxiliary contacts transfer when the actuator is about 95% of full extend travel. When the
actuator drives from full extend to full retract the contacts will transfer when the actuator is about 95% of full retract travel.
Table 3
Auxiliary Switches
2 - SPDT
Closed Open Closed Open Closed Open Closed Open
KC1 - K1 XX X X
KC1 - K2 XXX X
KC2 - K3 XXX X
KC2 - K4 XX X X
Proportional Control
Action
Low Signal Input
High Signal Input
Note: With power to the actuator off, Auxiliary Switches are made KC1 to K1 and KC2 to K3. Upon power up switches will
make as shown above after auto start up calibration.
Note: This table shows the auxiliary switch action based on the dip switch 1 and 7 settings. You should program the dip switches on the actuator
based on the application requirements, once programmed review this chart to determine the action of the auxiliary switches and wire the switches
accordingly. IF YOU CHANGE EITHER DIP SWITCH 1 or 7 TO GET A DIFFERENT CONTACT CLOSURE YOU WILL CHANGE THE
EXTEND/RETEACT MOVEMENT OF THE ACTUATOR.
Retracts Retracts Extends Extends
Extends Extends Retracts Retracts
Program Switches 1 off, 7 off Program Switches 1 on, 7 on Program Switches 1 off, 7 on Program Switches 1 on, 7 off
Retracted Extended
Retracted
Extended
Power Up Power Up Power Up Power Up
Example D
Proportional Control
Program Switch 1off Program Switch 1on Program Switch 1off Program Switch 1on
Optional Auxiliary Switch Function (S2)
Example A Example B Example C

9 (10) DIM121E
F-27507-1
VB-8303 and VB-9313 Three Way Globe Valve, Forta Floating Control
Setup Reference
Forta Floating Control Auxiliary Switch (Optional) Setup Reference
Valve Type
Valve position with
D2 powered Switch 1 Switch 2 Switch 7
Power up
Position
Power to D2
input terminal
Feedback
signal
Power to D1
input terminal
Feedback
signal
VB-8303 stem up open
B to AB OFF ON OFF Retract Full
Flow B to AB
Retract Full
Flow B to AB 2 vdc Extend No Flow B to AB 10 vdc
VB-8303 stem down
closed B to AB OFF ON ON Retract Full
Flow B to AB
Extend No Flow
B to AB 10 vdc Retract Full Flow B to AB 2 vdc
VB-8303 stem up open
B to AB ON ON OFF Extend Full
Flow A to AB
Extend No Flow
B to AB 2 vdc Retract Full Flow
B to AB 10 vdc
VB-8303 stem down
closed B to AB ON ON ON Extend Full
Flow A to AB
Retract Full Flow
B to AB 10 vdc Extend No Flow B to AB 2 vdc
VB-9313 stem up open
B to AB OFF ON OFF Retract Full
Flow B to AB
Retract Full
Flow B to AB 2 vdc Extend No Flow B to AB 10 vdc
VB-9313 stem down
closed B to AB OFF ON ON Retract Full
Flow B to AB
Extend No Flow
B to AB 10 vdc Retract Full Flow
B to AB 2 vdc
VB-9313 stem up open
B to AB ON ON OFF Extend Full
Flow A to AB
Extend No Flow
B to AB 2 vdc Retract Full Flow B to AB 10 vdc
VB-9313 stem down
closed B to AB ON ON ON Extend Full
Flow A to AB
Retract Full Flow
B to AB 10 vdc Extend No Flow B to AB 2 vdc
VB-9313 3 way Mixing Valves
Programming Notes: The above switch positions are the base programming configurations, in the base configurations all other switches
should be switched off. Once the base programming configuration has been set up you may wish to add additional programming
features and functions that are listed below.
Table 5
VB-8303 3 way valves Diverting / Mixing Forta M1500A Base Floating Configuration
Program Switch Position Desired Valve Operations
Table 6
Auxiliary Switches
2 - SPDT
Closed Open Closed Open Closed Open Closed Open
KC1 - K1 XX XX
KC1 - K2 XXXX
KC2 - K3 XXXX
KC2 - K4 XX XX
Floating Control
(contact made)
D1 action
D2 action
Note: This table shows the auxiliary switch action based on the dip switch 1 and 7 settings. You should program the dip switches on the actuator
based on the application requirements, once programmed review this chart to determine the action of the auxiliary switches and wire the switches
accordingly. IF YOU CHANGE EITHER DIP SWITCH 1 or 7 TO GET A DIFFERENT CONTACT CLOSURE YOU WILL CHANGE THE
EXTEND/RETRACT MOVEMENT OF THE ACTUATOR.
Optional Auxiliary Switch Function (S2)
Example A Example B Example C Example D
Floating Control
Program Switch 1off Program Switch 1on Program Switch 1off Program Switch 1on
Power Up Power Up Power Up Power Up
Retracted Extended Retracted Extended
Program Switches 1 off, 7 off Program Switches 1 on, 7 on Program Switches 1 off, 7 on Program Switches 1 on, 7 off
Extends Extends Retracts Retracts
Note: With power to the actuator off, Auxiliary Switches are made KC1 to K1 and KC2 to K3. Upon power up switches
will make as shown above after auto start up calibration.
Retracts Retracts Extends Extends
Switch 1 CLOSE
OPEN
Switch 2 CLOSE
OPEN
% of Valve Travel 0 10 20 30 40 50 60 70 80 90 100
With the actuator powered and being controlled by the input signal the optional auxiliary switches only transfer contacts as follows,
driving from full retract to full extend the auxiliary contacts transfer when the actuator is about 95% of full extend travel. When the
actuator drives from full extend to full retract the contacts will transfer when the actuator is about 95% of full retract travel.

DIM121E 10 (10)
F-27507-1
ACTUATOR INSTALLATION
The switches on the circuit board
should be set before the actuator is
installed. There are no other switches
or potentiometers that should be set or
adjusted.
Actuator travel adjustment must be
set as follows upon commissioning:
Actuator and valve linked, manual
override handle raised (AUTO), power
on, move switch 9 (OP/ADJ) ON and
then OFF.
Forta closes the valve and opens it
fully. The adjustment is finished by the
actuator closing the valve again; the
electronic circuitry then adjusts the
stroke. It also scales the actuator input
signal, output feedback signal, and
optional auxiliary switch outputs to
match the valve’s travel. The set values
are stored in the EEPROM of the
actuator so that they will remain after a
loss of voltage.
When the end position adjustment is
complete, the actuator starts to control
the valve according to the control
signal.
Note: Switch 9 (OP/ADJ) must be in
the off position for normal operation.
MAINTENANCE
The actuator is maintenance-free.
ACCESSORIES
AV-811 VB-7xxx series globe valve linkage kit required for M1500A actuator mounting.
Order separately, F-27442.
AV-812 VB-8xxx series and VB-9313 2-1/2” to 6” globe valve linkage kit required for
M1500A actuator mounting. Order separately, F-27443.
AV-800 series globe valve adapters (competitors valves). F-27470
TAC, 1354 Clifford Ave, PO BOX 2940, Loves Park Illinois 61132-2940
FEDERAL COMMUNICATION COMMISSION (FCC)
Note: This equipment has been tested and found to comply with the limits for class B digital device, pursuant to Part 15 of the
FCC Rules. These limits are designed to provide reasonable protection against harmful interference in residential installations.
This equipment generates, uses, and can rediate radio frequency energy and may cause harmful interference if not installed
and used in acordance with the instructions. Even when instructions are followed, there is no guarantee that interferance will
not occur in a particular setting-Which can be determined by turning the equipment off and on-the user is encouraged to try to
correct the interference by one or more of the following measures:
- Reorient or relocate the receiving antenna
- Increase the seperation between the equipment and receiver
- Connect the equipment to an outlet on a circuit different form that to which the receiver is connected
- Consult the dealer or an experienced radio/television technician for help.
CANADIAN DEPARTMENT OF COMMUNICATIONS (D0C)
Note: This class B digital apparatus meets all requirements of the Canadian Interference Causing Equipment Regulations
Cet apparel numenique de la classe respects toutes les exigences du reglement sur le material broilleur du Canada.
EUROPEAN STANDARD EN 55022
Warring: This is a class B digital (European Classification) product in a domestic environment this product may cause radio
interference in which case the user may be required to take adequate measures.
CAUTION: Avoid locations where excesive moisture, corrosive fumes, vibration, or explosive vapors are present.
Mount actuator as shown and firmly tighten the U-clamp with a 13 mm wrench.
Remove cover and discard the shipping bubble wrap.
Refer to AV-811 or AV-812
for complete mounting
instructions