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EHC
M516.01en
© CCI
EHC Service Instruction
Table of contents
1 General....................................................................................................................................... 5
1.1 Introduction........................................................................................................................ 5
1.2 Cleaning and installation instructions................................................................................ 5
1.2.1 Installation.................................................................................................................. 5
2 Maintenance............................................................................................................................... 6
2.1 Disassmebly and reassembly ............................................................................................. 6
2.1.1 Spring house disassembly .......................................................................................... 7
2.1.2 Disassembly of actuator............................................................................................. 8
2.1.3 Reassembly of actuator ............................................................................................ 11
2.1.4 Spring house reassembly.......................................................................................... 12
3 Components and spare parts .................................................................................................... 15
3.1 Parts list and sectional drawing........................................................................................ 15
4 Ordering procedure .................................................................................................................. 19
M516.01en 1
Service Instruction EHC
2 M516.01en
EHC Service Instruction
List of illustrations
M516.01en 3
Service Instruction EHC
4 M516.01en
EHC Service Instruction
1 General
1.1 Introduction
The electro hydraulic actuators (EHC) by CCI are double-acting piston actuators*. Actuation
control is performed by solenoid operation spool valves. The EHC actuator can be equipped with
built-in transducer with analog output (EHCE) or with digital output (EHCP).
Special care should be taken to make sure the cylinder, particularly its internal parts, is kept clean
during installation and servicing.
1.2.1 Installation
Special attention has to be paid to the associated hydraulic pipe work. Mechanical or thermal stress
from the fixing points or from the pipes must be avoided as they cause distortion or misalignment
of the cylinder or its components.
Flexible pipes (hoses) shall be installed in such a manner as to avoid buckling, pinching, abrasion
or twisting. Check that sufficient slack is available to compensation for movement.
If the hydraulic supply pressure comes form another source than a CCI Hydraulic Supply Unit, it is
recommended to install a high pressure filter (PN 250) in the pressure line, “P”, close to the
hydraulic valve panel.
M516.01en 5
Service Instruction EHC
2 Maintenance
Hydraulic systems should be left in state of closed circuit as long as there are no signs that indicate
the necessity to open them. All parts are long life components, therefore preventive maintenance is
restricted to the outside of the actuators.
In case inner seals should leak or due to other significant indication of fault it may be necessary to
perform maintenance work on the actuator. To do this, remove the actuator from the valve and
perform all work in a clean workshop. A crane or hoist is normally not required for the smaller size
actuators.
NOTE! In case of only removal of actuator, not maintenance of actuator, the spring
housing is not required to be removed from actuator.
Make sure that the system is not in operation, controls off and system is
completely depressurized.
Make sure that the oil supply station is switched off and all hydraulic
pressure is relieved!
WARNING Hydraulic accumulators must be depressurized!
NOTE! For description of actuator disassembly and reassembly from valve, please see
latest product specific control valve manual. Please contact CCI for latest
manual.
6 M516.01en
EHC Service Instruction
2.1.1 Spring house disassembly
NOTE! The housing contains a pre-stressed spring and should not be taken apart. The
bolts (Figure 2, position 12) shall never be loosened/removed.
M516.01en 7
Service Instruction EHC
2.1.2.1 EHC – VC
1. Unscrew the lower guiding ring (Figure 1, position 13) using the special tools from CCI.
2. Pull lower guiding ring carefully over the piston rod threads. Be careful not to damage the
sealings.
3. Pull the complete piston rod (Figure 1, position 7 and 10) carefully out of the cylinder.
4. Clean and inspect all parts.
8 M516.01en
EHC Service Instruction
1. Unscrew the lower guiding ring (Figure 2, position 23) using the special tools from CCI.
2. Pull lower guiding ring carefully over the piston rod threads. Be careful not to damage the
sealings.
3. Pull the complete piston rod (Figure 2, position 20 and 21) carefully out of the cylinder.
4. Unscrew and remove the upper guiding ring (Figure 2, position 15) using the special tools
from CCI.
5. Clean and inspect all parts.
M516.01en 9
Service Instruction EHC
1. Unscrew the lower guiding ring (Figure 3, position 18) using the special tools from CCI.
2. Pull lower guiding ring carefully over the piston rod threads. Be careful not to damage the
sealings.
3. Pull the complete piston rod (Figure 3, position 13 and 15) carefully out of the cylinder.
4. Unscrew and remove the upper guiding ring (Figure 3, position 10) using the special tools
from CCI.
5. Clean and inspect all parts.
10 M516.01en
EHC Service Instruction
NOTE! Never install old seals, packings and used lock washers.
1. Install all sealings. Make sure to install the softest piston rod seal (polyurethane) closest to
lip seal.
2. Install upper guiding ring (Figure 2, position 15 and Figure 3 position 10) using CCI
service tool (applicable for EHC-VSC and EHC-VSO).
3. Slide the complete piston rod carefully into the cylinder.
4. Install lower guiding ring (Figure 1, position 13 and Figure 2, position 23 and Figure 3,
position 18). Be careful not to damage the sealings.
NOTE! Be careful not to damage the sealings when sliding them passed the threads.
Tighten with suitable torque (see Table 1: Torque specification, [Nm]).
M516.01en 11
Service Instruction EHC
NOTE! Never install old piston rod seals and used lock washers.
7. Check if the high pressure oil filter is clean (only if hydraulic supply pressure comes from
another source than CCI).
8. Reinstall actuator to yoke (see latest product specific control valve manual).
12 M516.01en
EHC Service Instruction
NOTE! Never install old piston rod seals and used lock washers.
M516.01en 13
Service Instruction EHC
14 M516.01en
EHC Service Instruction
M516.01en 15
Service Instruction EHC
11 12 13 14 15 16
1 2 3 4 5 6 7 8 9 10
17 18
Figure 1 – EHC-VC
16 M516.01en
EHC Service Instruction
1 2 3 4 5 6 7 8 9 10 11 12 13 18 14 20 22 28 24 25
26 27 16 15 17 19 21 23
Figure 2 – EHC-VSC (spring close)
M516.01en 17
Service Instruction EHC
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 25 19 20
21 24 22 23
18 M516.01en
EHC Service Instruction
4 Ordering procedure
Important!
When ordering parts, please state data marked with arrows below.
Type of valve:
Manufact. no:
Tag no:
Year:
Inlet:
Outlet:
Water:
M516.01en 19
Service instructions
VLB
Steam conditioning valve
M573.02/4en
©CCI
Table of contents
1.1 General . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
1.2 Inspection. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
1.3 Trouble shooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
1.4 Maintenance. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
1.4.1 Removal of actuator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
1.4.2 Inspection and maintenance of valve interior . . . . . . . . . . . . . . . . . . . . . . . 3
1.4.2.1 Dismantling for inspection of valve interior. . . . . . . . . . . . . . . . . . . . . . . . . 3
1.4.2.2 Crack detection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
1.4.2.3 Erosion damages inside the valve . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
1.4.3 Reconditioning of valve seat . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
1.4.4 Valve seat replacement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
1.4.5 Disassembly of valve bonnet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
1.4.6 Inspection before reassembly . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
1.4.7 Disassembly/reassembly of BT-plug . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
1.4.8 Reassembly of valve bonnet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
1.4.9 Stuffing box maintenance. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
1.4.10 Reinstallation of actuator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
1.4.10.1 Clean water . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
1.4.10.2 Contaminated water . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
1.4.11 Inspection of spray nozzles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
1.4.11.1 Disassembly of OP spray nozzles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
1.4.11.2 Reassembly of OP spray nozzles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
1.4.11.3 Disassembly of SE spray nozzles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
1.4.11.4 Reassembly of SE spray nozzles. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
2.1 Configurations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
2.2 Ordering procedure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
1.1 General
Since BTG steam conditioning valves combine pressure control and
steam desuperheating in one unit, it is very important to follow the
following instructions carefully.
The throttling insert (seat body) is designed for replacement on site.
1.2 Inspection
!!! The valve body inside and the internal parts of the valve must be
For a satisfactory service inspected periodically according to a
life length of this type of Plant Inspection and Preventive Maintenance Plan.
valve installations, always
make sure that all control A first inspection is indicated at the end of the commissioning period.
loops are in perfect Inspection of all internal parts of the valve should be carried out every
condition and function 15 - 20000 operating hours (typical interval).
properly.
For service and maintenance of Grafoil stem seal – see SI500.11.
Oscillating cooling water Cleaning methods for steam pipe systems – see SI500.10.
control and/or oscillating
pressure control may Check frequently
result in thermal fatigue
and can cause damage to • the pressure control system
the valve and its internal • the temperature control system
parts.
• that the cooling water cuts off when the steam valve closes
The valve body – upstream
and downstream – must all Check periodically
the time be kept drained • that the preheating/draining functions and that the insulation is
and preheated. Free water
in the system is not undamaged
allowed, neither in the • the condition of actuator, positioner and other actuator components
piping system nor in the
valve, as it may lead to • that area around the valve is kept clean and free from foreign particles
severe water hammer with
subsequent danger of
damage to persons and
material.
Pressure control does not function. See instruction manual for pressure trans-
mitter and pressure controller in question.
The valve does not make a full stroke. 1. Check that valve and actuator are
correctly mounted and adjusted.
1.4 Maintenance
1.4.1 Removal of actuator
1. Disconnect all electrical connections (if any).
2. Disconnect all hydraulic/pneumatic connections.
3. Mark exact position of valve and actuator stem in the stem coupling to
facilitate reassembly.
4. Remove coupling between actuator piston rod and valve stem.
5. Remove actuator and yoke.
Use a hoist which is adjustable in length for
Horizontal installation: Connect the hoist hook to three sling rope
straps, two on the yoke (one strap on each “leg”) and one on the top
of the cylinder. Connections should be adjustable in length.
!!!
1.4.2 Inspection and maintenance of valve interior
This valve is connected to a
steam system of high pres- Inspect valve interior as follows:
sure and high temperature. a. condition of valve body
Before opening any pres-
sure vessel, you must per- b. condition of valve seat
sonally make absolutely
sure that: c. condition of guiding surfaces
– the steam boiler is shut
down, the fluid system is d. condition of stem surface
completely depressurized e. condition of bonnet
and drained or that a suffi-
cient shut-off system in
1.4.2.1 Dismantling for inspection of valve interior
compliance with pressure
vessel standards is in- See fig 1 and drawing in section 2.1.
stalled, and closed, and that
water – even cold 1. Remove gland nut and gland bush from bonnet.
water – cannot enter the
piping system and that the 2. Insert a cylindrical pin in the hole underneath the stem thread –
valve material has been see fig. 2 and table 1 for dimensions. This to prevent the valve stem
cooled to a temperature from sliding through the stuffing box when the bonnet is removed.
below 60°C/140°F.
– draining or air vent valves 3. Remove lock nut/screws and cover plate and push bonnet, a bit, into
mounted in a joint pipe line the valve body.
are open and the fluid has
stopped flowing out. 4. Remove segment ring by driving through the dismantling holes in the
Failing to observe these valve body with a mandrel.
precautions means a very
5. Pull the complete valve bonnet together with the plug/stem out of the
high risk of lethal injury or
burns by hot steam valve body by means of a hoist until visual inspection of the valve in-
discharge or evaporating terior is possible.
hot water.
Cover plate
Fig 1 Pressure seal
Segment ring
Dismantling hole
Spacer ring
Valve body
Bonnet
Ö BTG can deliver seat cutting tools, specially fitted to the different
valve types.
1. Cut the seal weld with available tool or machine through its full depth.
2. Pull out the seat.
3. Reshape the weld grooves in the body by machining or grinding.
Ö Protect the sealing surface of the seat with a copper or brass plate.
Secure the plate to the seat by means of a screw in the silencer ga-
ble or by means of a flat bar and clamp it to the downstream side of
the body.
5. Carry out the seal weld in several passes with electrodes of diameter
2 - 2.5 mm/0.07 - 0.1". Use a soft nickel-based (≈ 70% Ni) electrode,
e.g. AWS ≈ ENiCrFe-2.
Fig 3 BT-plug
Stem
Snap ring
Stem guide
Pilot plug
Rotation block
Pilot seat
Plug
Seat
6. Insert gland bush, gland nut and screws. Tighten the stuffing box
slightly with the screws.
M8 18 20 15 17
M10 35 39 26 29
M12 61 68 45 50
M14 97 108 71 79
!!! If the gland has no more tightening margin but does not yet leak, add an
adequate number (1 or 2) of packing rings.
Before opening any
pressure vessel, make Ö Do not overfill gland with packing rings. Leave at least height of
absolutely sure that the one ring free to accept gland bush.
fluid system is completely
depressurized! Opening Gland nut must at least engage as much that gland bush properly enters
an only slightly pressur- the bore of the stuffing box.
ized valve or being linked
to hot fluid may lead to If the stuffing box cannot be completed by adding of packings, proceed
severe injury or even as follows:
death!
1. Use standard extractor (corkscrew type) to pull out all used packings.
2. Thoroughly clean the stuffing box bore, the gland bush and the gland
nut.
3. Insert new packing rings, 4-6 pcs depending on their height, one by
one.
4. Reinsert gland bush and gland nut, tighten gland nut slightly.
Ö Make sure that the actuator rod and the valve stem align — in both
end positions.
3. Install the coupling between the valve stem and the actuator piston
rod.
Ö Make sure that the threads on actuator and valve side match the
coupling threads correctly! If necessary, adjust by slightly turning
the valve stem by inserting a cylindrical pin through the drilled hole
of the stem near the threads, see fig 2 and table 1.
Yoke
Screw
Stem coupling
Valve
1.4.10.1Clean water
Even surface
1.4.10.2Contaminated water
Fig 8 Unsatisfactory
atomization
1 Low waterpressure
2 Debris in water
Uneven surface
Ö The nozzles might have been marked and must in that case be
remounted in the same position.
Screw, nut
and washer
Nozzle stud
Gasket
Flange
Lock washer
1. Assemble spray atomizing nozzle and nozzle holder and secure the
nozzle with lock washer as previously.
2. Put a new gasket on nozzle holder and insert into nozzle stud. Make
sure that the old gasket is completely removed.
Screw, nut
and washer
Nozzle stud
Gasket
Flange
Lock washer
Pin
Adjustment nut
Inner nozzle
chamber Spring for
Body pressure control
Water channel
Screw, nut
and washer
Nozzle holder
Flange
Spacer ring
Nozzle
Nozzle stud
Fig 15 Removing of
nozzle holder
1. Put a new gasket and packings on nozzle holder and insert into nozzle
stud. Make sure that the old gasket is completely removed.
Screw, nut
and washer
Nozzle holder
Flange
Spacer ring
Nozzle
Nozzle stud
2.1 Configurations
See next spread.
Stem/Plug
Gland bush
Gland nut
Stem packing
Lock nut
Stem guide Cover plate
Segment ring
Spacer ring
Inlet
Pressure seal gasket
Bonnet Fig 18 VLB-T. Tight plug.
Body
Outlet
Pressure reduction
unit
OP nozzle
When ordering parts, please state data marked with arrows below.
Type of valve:
Manufact.No:
Tag No:
Year:
Inlet:
Outlet:
Water:
DRAG®
VELOCITY
CONTROL
ELEMENT
PURCHASE ORDER:
STATION:
UNIT:
PROJECT NUMBER:
PHONE: +43-1-869.27.40
FAX: +43-1-865.36.03
EMAIL: CCI@ CCIVALVE.AT
1.3 INTRODUCTION
This manual has been prepared by CCI
engineers, designers and maintenance
personnel to assist you in obtaining many
years of satisfactory service from your
control valve.
CCI Valve Doctors are available to provide If chemical cleaning occurs more than 3
expert assistance in reviewing required months prior to start up of commissioning
commissioning and flushing material. activities, the system should be preserved
with nitrogen.
Chemical Cleaning
Dedicated Cleaning Tools
In addition to debris from weld slag and
splatter, oils, grease, preservatives, mill Occasionally, it is desirable to use the
scale and corrosion products will need to be control valve for throttling during the
removed from the boiler and piping systems chemical cleaning process. In these cases,
prior to plant commissioning. To remove adverse reactions between the permanent
these elements, chemical cleaning is trim materials and the cleaning agents may
required. necessitate the use of temporary
expendable trim components of a non-
Chemical cleaning typically contains the reacting material for the throttle process.
following processes: CCI, has and can supply these temporary
expendable trim components.
• Degreasing
• Passivation
CAUTION
• Water Flushing A valve intended for hot service must have its
valve body and bonnet thoroughly insulated
• Drying before initial use.
The maximum temperatures used during Proper insulation of the valve body and bonnet
these operations should not exceed the will:
maximum design temperature for the
system. a. Protect the actuator and its accessories from
damage due to excessive heat.
Certain chemical cleaners can have an
adverse reaction with pipe material and b. Assist in keeping the valve body adequately
control valve trim materials. For example, warm when the valve is closed.
nitride hardened surfaces may deteriorate in
some chemical cleaners containing acids.
Similarly, degreasing cleaning agents
CAUTION
Insulation should not be applied to the actuator
yoke legs. The actuator yoke legs must be kept
open to the air for efficient heat removal.
• The correct tools for assembly (lifting • The air supply to the CCI actuator should
eyes, torque wrenches) should be be provided via flexible lines or
available compression fittings. No welded
connections should be present.
• Torque wrenches should be calibrated.
• Prior to connection to the CCI actuator, all
• Adequate quantities of CCI’s air lines should have been blown out to
recommended lubricant should be remove any contamination or moisture.
available.
• The supply pressure should not exceed
• Adequate spare parts (soft goods and the pressure requirements listed on the
hard goods) should be available. CCI Top Assembly Drawing. This should
be confirmed with a calibrated gage.
• Disassembly and reassembly of the
Control Valve must be performed • Pressure settings for all filter regulators
according to the supplied Maintenance should be checked against the CCI Top
Manual. Assembly Drawing.
Commissioning of Control Valves with Spray Prior to initial operating, the following checks
Water Injection should be performed on the CCI Actuator
and Control Schematic Accessories:
If the supplied Control Valve includes spray
water injection, or operates in conjunction
with a downstream desuperheater, the
following additional checks should be
performed.
• If the Control Valve process fluid (natural The installation, set-up and start-up of the
gas) is used for the actuator air source, actuator and controls should be supervised by a
ensure component exhaust is vented to a CCI control and instrumentation technician. For
safe location. information on the actuator and controls see
Sections 5 and 8.
CAUTION
The positioner must be properly calibrated in
order to have full seating load when the
actuator is in the closed position. Premature
trim degradation may occur if the calibration is
incorrect.
FIGURE 2-2 Actuator Bypass Valve For positioners that do not auto-calibrate, the
Positions following procedures and signal ranges must be
used during positioner calibration.
If a manual override is installed, verify that it is
in the proper position and is disengaged (refer 1. For “Increasing Signal Opens” valves,
to section 7). move the stem in the closing direction until
the signal is equal to the high end of the
If a Bailey positioner is used, verify that any “low” tolerance band shown in Table 2-1.
bypass valves in the positioner are in the The valve must not be fully closed at this
AUTOMATIC position. point. Decrease signal to the low end of the
“low” tolerance band. The valve shall have
For electric, hydraulic, and manual actuators, closed at or before reaching the low end of
see Section 9 for the manufacturer’s the tolerance band. Increase the signal to
recommended procedures for installation, start- the low end of the “high” tolerance band,
up, and operation. Table 2-1. Ensure that the valve is not fully
open at this point. Increase the signal to the
NOTE: high end of the “high” tolerance band. The
Torque and limit switches are preset at the valve shall be fully open at or before
factory. However, weakening of the reaching the high end of the tolerance
belleville springs may cause the settings to band.
change over time. See actuator
manufacturer’s recommendation for spring 2. For “Increasing Signal Closes” valves,
adjustment. move the stem in the closing direction until
the low end of the “high” tolerance band is
Flush all hydraulic lines and blow all reached. Ensure the valve is not fully
pneumatic lines clean prior to connecting the closed at this signal. Increase the signal to
lines to the actuator and controls. Small the high end of the “high” tolerance band.
particles of debris can clog or damage the The valve shall be closed at or before
controls. reaching the high end of the tolerance
band. Decrease the signal until the high
Verify that the proper hydraulic oil is used end of the “low” tolerance band is reached.
prior to connecting the hydraulic lines to the Ensure the valve is not fully open at this
actuator and controls. The use of an signal. Decrease the signal to the low end
incorrect oil can cause leaks and fouling. of the “low” tolerance band. The valve shall
be fully open at or before the low end of the
tolerance band.
3.1 SCOPE
This section describes the procedures for
disassembly and assembly of the actuator-yoke
from the valve.
3.2 DISASSEMBLY
Refer to the valve drawing in Section 8 for valve
actuator information.
CAUTION
To avoid personal injury and damage to the
process system, isolate the actuator from the
system before attempting disassembly.
If a bypass valve is installed on the actuator Slowly relieve all air pressure from the actuator
assembly, be certain it is closed. assembly.
FIGURE 3-2 Stem / Actuator Shaft FIGURE 3-3 Yoke / Bonnet Connection
Connection
3.3 ASSEMBLY
Remove the stem clamp. If necessary remove
any linkages. Note the mounting position of Refer to the valve drawing in Section 8 for
linkages for re-assembly. (see Figure 3-2). actuator information.
Disconnect the temporary air line. Attach a sling to the actuator assembly (see
Figure 3-1).
Remove the packing flange. If live-load,
remove belleville springs. If a bypass valve is installed on the actuator
assembly, be certain it is closed.
Remove the yoke clamp, mounting bolts, or
spud nut as supplied (see Figure 3-3). Install an air line to the lower cap air port and
apply sufficient air pressure until the actuator
Lift the actuator-yoke assembly from the body stem goes to the mid-stroke position. Make sure
assembly, taking care not to scratch the stem that the stem does not retract into the end cap.
with the yoke. If required move the actuator
assembly to a clean work area for disassembly. NOTE:
The yoke can be rotated radially to position
the yoke arms as shown on the valve drawing
in Section 8.
5/8 5/8 - 11 10 15
1 3/4 - 10 15 20
1-1/2 3/4 - 10 25 35
2 7/8 - 9 30 40
FIGURE 4-3 Packing removal FIGURE 4-4 Disk stack lifting arrangement
Remove the packing follower. Remove the Refer to Section 6 for cleaning and inspection
packing set using the packing removal tool, see procedures.
Figure 4-3. Be careful not to damage the
stuffing box. 4.3 ASSEMBLY
Remove the spacer, taking care not to damage Prior to assembly, make sure all parts are
the inside diameter of the bonnet. Use a bar clean. Refer to Section 6 for cleaning and
stock of the same diameter as the valve stem inspection instructions.
(see Figure 4-3). An air blast is usually helpful
in removing all loose material.
CAUTION
Refer to section 3 for removal of the actuator Assemble the manual override if applicable
from the valve. (Refer to section 7 for instructions).
Replace all o-rings, guide rings, and wiper ring. Remove the air line from the lower cap air port
Contact CCI for replacement parts. Inspect all and connect to the upper cap air port. Repeat
o-ring grooves for cleanliness and smoothness. procedure above to text for upper cap leakage.
(lbf-ft) (N-m)
SC/V 200 M8 8 10 14
NOTE NOTE
NOTIFY CCI FIELD SERVICE THE REQUIRED MAINTENANCE
ENGINEERING (949)858-1877, OF ANY SCHEDULE MAY VARY DEPENDING
PROBLEMS WHICH ARISE DURING UPON APPLICATION AND DUTY CYCLE.
MAINTENANCE.
Schedule Activity
Every 1.5 year Inspect the packing follower, plug/spindle assembly, seat ring, and disk
stack/cage for damage. Rework or replace as required.
Replace flexitallic gaskets, balance seal, metal seal if damaged, stem
packing, and packing spacer. Check the operation and calibration of all
valve instruments, control devices, and the actuator.
Every 3 years Replace the actuator bushing, all actuator and manual override o-rings.
See section 9 for electric and hydraulic actuator maintenance
requirements.
Every 4.5 years Replace accessory soft-goods.
Valve plug / stem does not Problems with actuator 21 See item No. 4.
follow input signal. supply pressure.
Positioner calibration is 22 See item No. 5.
not correct.
Leaking valve actuator 23 Disassemble the actuator assembly and replace
seals. all o-rings.
Control devices 24 Check the setting and operation of all control
misadjusted or devices, including supply regulators, needle
malfunctioning. valves, volume boosters, and solenoid valves.
None of the above. 25 Call CCI.
Reduced flow through Valve operating conditions 26 Check the valve inlet temperature, inlet pressure,
element. incorrect. outlet pressure, and flow rate.
Potential problem with 27 Observe valve operation to see if the valve is
valve trim. responding properly to its input signal. See item
No. 17.
Reduced flow through Valve not fully open 28 See item Nos. 34-36.
element. (con’t)
Debris blocking flow 29 See item No. 6.
passages
Leakage from valve Leaking valve actuator 30 See item No. 23.
actuator. seals.
Stroke time too slow. Problems with actuator 31 See item No. 4.
supply pressure.
Incorrect packing flange 32 See item No. 1.
torque.
Control devices 33 See item No. 24.
misadjusted or
malfunctioning.
Valve doesn’t open fully. Manual override is limiting 34 Re-Position manual override so it does not
stroke interfere with the stroke.
Improper positioner 35 See item No. 5.
calibration
Major debris in valve 36 See item No. 6.
Valve doesn’t close fully Improper positioner 37 See item No. 5.
calibration
Major debris in valve 38 See item No. 6.
Valve doesn’t maintain Loose feedback linkage 39 Check that all linkage nuts and bolts are tight.
stable position Positioner gain too high 40 Decrease positioner gain if adjustable.
Booster sensitivity is too 41 Decrease booster sensitivity
high
Positioner loses calibration Loose adjustments in 42 Re-calibrate and tighten zero and span lock nuts.
positioner
Valve doesn’t respond Positioner gain too low 43 Increase positioner gain if adjustable.
consistently to small signal Desired change to 44 Consult CCI Field Service Engineering for
changes measured variable is assistance.
smaller than valve can
accommodate
Wrong signal action or fail Misunderstanding 45 Consult CCI Field Service Engineering for
direction between end user and assistance.
specifier
ACCEPTABLE
NOT
COMPONENT INSPECTION CRITERIA RECOMMENDED REPAIR
GENERAL
Threaded surfaces Galling, burrs, nicks X Chase all threads with a correct tap or die.
Sealing surfaces Burrs or corrosion X Polish using 400 grit crocus cloth
Burrs, nicks, scratches on sealing surfaces X Contact CCI for replacement or repair
Seat ring Minor defects on inside diameter X
Minor defects on outside diameter X
Minor defects on top or bottom X
Disk stack/cage Honing may be possible – contact CCI for
Defects on inside diameter X
replacement or repair
Damaged disks X Replace disk stack
Disks
Clogged passages X Refer to cleaning methods
Defects on stem in area contacting packing X Contact CCI for replacement or repair
Defects on seating surface of plug X Contact CCI for replacement or repair
VALVE
• crocus cloth, 400 grit When ordering spare parts, please refer to the
• cleaning cloths information listed on the cover sheet of this
• brush, S.S. wire manual.
• brush, non-metallic
Flexitallic gaskets
• solvent
Balance seal
• methyl alcohol, anhydrous purified Stem packing
• ethyl alcohol, anhydrous denatured Packing spacer
• acetone, technical grade Packing follower
Balance seal spacers
NOTE Metal seal
RE-DISTILLED SOLVENTS MUST BE Actuator soft-goods Kit or o-rings and bushing
EQUIVALENT TO NEW SOLVENT.
6.8 LONG LEAD TIME ITEMS
CAUTION
DO NOT USE ABRASIVES TO CLEAN VALVE
COMPONENTS.
Customer:
Site:
Valve Tag:
CCI Serial No.:
Description:
Installation Record Date By Notes
Valve Assembly & Test
I&C Assembly & Test
Schedule Activity Date By Notes
1.5 years Inspect packing follower, plug assembly, seat ring, & disk
stack/cage for damage. Replace flexitallic gaskets, balance
seal, metal seal if damaged, stem packing, & spacer. Check
the operation and calibration of all valve instruments, control
devices, and the actuator. Rework or replace as required.
3 years Inspect packing follower, plug assembly, seat ring, & disk stack
/ cage for damage. Replace gaskets, balance seal, metal seal if
damaged, stem packing, & spacer. Check the operation &
calibration of instruments, control devices, & actuator. Rework
or replace as required. Replace actuator bushing and o-rings.
4.5 years Inspect packing follower, plug assembly, seat ring, & disk stack
/ cage for damage. Replace gaskets, balance seal, metal seal if
damaged, stem packing, & spacer. Check the operation &
calibration of instruments, control devices, & actuator. Rework
or replace as required. Replace accessories soft-goods
6 years Inspect packing follower, plug assembly, seat ring, & disk stack
/ cage for damage. Replace gaskets, balance seal, metal seal if
damaged, stem packing, & spacer. Check the operation &
calibration of instruments, control devices, & actuator. Rework
or replace as required. Replace actuator bushing and o-rings.
7.5 years Inspect packing follower, plug assembly, seat ring, & disk
stack/cage for damage. Replace flexitallic gaskets, balance
seal, metal seal if damaged, stem packing, & spacer. Check
the operation and calibration of all valve instruments, control
devices, and the actuator. Rework or replace as required.
9 years Inspect packing follower, plug assembly, seat ring, & disk stack
/ cage for damage. Replace gaskets, balance seal, metal seal if
damaged, stem packing, & spacer. Check the operation &
calibration of instruments, control devices, & actuator. Rework
or replace as required. Replace actuator bushing and o-rings.
Replace accessories soft-goods.
10.5 years Inspect packing follower, plug assembly, seat ring, & disk
stack/cage for damage. Replace flexitallic gaskets, balance
seal, metal seal if damaged, stem packing, & spacer. Check
the operation and calibration of all valve instruments, control
devices, and the actuator. Rework or replace as required.
12 years Inspect packing follower, plug assembly, seat ring, & disk stack
/ cage for damage. Replace gaskets, balance seal, metal seal if
damaged, stem packing, & spacer. Check the operation &
calibration of instruments, control devices, & actuator. Rework
or replace as required. Replace actuator bushing and o-rings.
G
MODEL 840G/H/TBS & 860G/H/TBS
SERIES CAGE GUIDED AND CAGE
RETAINED SEAT VALVES WITHOUT
ACTUATOR FOR VERTICAL MOUNTED
1/30
SAFETY IS GOOD BUSINESS
DURING MAINTENANCE AND INSPECTION ACTIVITIES ON CCI EQUIPMENT, YOU ARE CAUTIONED
TO ADHERE TO THE INSTRUCTIONS CONTAINED IN THIS MANUAL AND TO INSIST UPON STRICT
ADHERENCE TO YOUR PLANT SAFETY POLICIES IN ORDER TO AVOID POSSIBLE DAMAGE TO
EQUIPMENT AND INJURY TO PERSONNEL.
WHILE THIS INFORMATION IS PRESENTED IN GOOD FAITH AND BELIEVED TO BE ACCURATE, CCI
DOES NOT GUARANTEE SATISFACTORY RESULTS FROM RELIANCE UPON SUCH INFORMATION.
NOTHING CONTAINED HEREIN IS TO BE CONSTRUED AS A WARRANTY OR GUARANTEE, EXPRESS
OR IMPLIED, REGARDING THE PERFORMANCE, MERCHANTABILITY, FITNESS, OR ANY OTHER
MATTER WITH RESPECT TO THE PRODUCTS, NOR AS A RECOMMENDATION TO USE ANY
PRODUCT OR PROCESS IN CONFLICT WITH ANY PATENT. CCI RESERVES THE RIGHT, WITHOUT
NOTICE, TO ALTER OR IMPROVE THE DESIGNS OR SPECIFICATIONS OF THE PRODUCTS
DESCRIBED HEREIN.
2/30
TABLE OF CONTENTS
Section II Installation
2-1 Introduction ..................................................................................................................... 12
2-2 Receiving & Inspection ................................................................................................... 12
2-3 Storage ........................................................................................................................... 13
2-4 Handling.......................................................................................................................... 13
2-5 Flushing .......................................................................................................................... 14
2-6 Installation....................................................................................................................... 14~15
2-7 Start-Up and Operation .................................................................................................. 15
3/30
FIGURES AND TABLES
Page
Figure 1.1 CCI Cage Trim ................................................................................................................ 6
Figure 1.2 CCI Control Valve, Over-the-Plug Flow.......................................................................... 7
with Drilled Hole Cage and Teflon Balance Seal
Figure 1.3 CCI Control Valve, Under-the-Plug Flow........................................................................ 8
with Contoured Plug Assembly
Figure 1.4 CCI Control Valve, Under-the-Plug Flow........................................................................ 8
with Multi-Step Plug Assembly
Figure 1.5 CCI Control Valve, Under-the-Plug Flow........................................................................ 9
with Gasket Bonnet Seal and long Cage
Figure 1.6 CCI Valve with Pressurized Seat Plug Assembly .......................................................... 11
Figure 3.1 Control Elements with Diaphragm Actuator ................................................................... 17
Figure 3.2 Stem & Actuator Shaft Connection ................................................................................. 20
Table 3-1 Recommended Stem Clamp Torques ............................................................................ 20
Figure 4.1 Typical Valve Construction ............................................................................................. 22
Figure 4.2 Packing Removal............................................................................................................ 22
Table 4-1A Alloy Steel Bolting Torques ............................................................................................ 24
Table 4-1B Stainless Steel Bolting Torques .................................................................................... 24
Table 4-2 Recommended Packing Nut Torques ........................................................................... 25
Table 4-3 Recommended Lubricants ............................................................................................ 25
Figure 4.3 Lower Gasket Installation ............................................................................................... 26
Figure 4.4 Torque Pattern ................................................................................................................ 26
Figure 4.5 Packing Arrangement ..................................................................................................... 27
Table 6.1 Problem Solving ............................................................................................................. 35~36
4/30
SECTION I
GENERAL DESCRIPTION
1-1. INTRODUCTION
CCI Control Valves are custom selected to fit application and piping requirements,
and to eliminate the problems of cavitations, noise, erosion, and vibration by
effectively controlling fluid velocity. CCI Control Valves are engineered for easy
maintenance, and quick-change trim, with no screwed or welded seats.
The CCI Control Valve trim is built for long, trouble-free service. The key to good
service life is proper installation and routine maintenance during use.
The key features of a CCI Control Valve are the valve body, which is sized to fit
piping requirements; the cage, which provides velocity control; the body assembly,
which includes the seat ring, bonnet, plug assembly, and bonnet spacer or balance
cylinder; the actuator assembly, which regulates the valve trim; and accessory
components and controls selected to meet or exceed valve performance
requirements.
Velocity Control
High fluid velocities through the trim are a principal source of severe service control
valve problems. Cavitations, erosion, high noise, and pipe vibration are typical signs
that the fluid velocities are not being controlled. Velocity control problems are
eliminated with multi-staged Control Valves.
In some applications, CCI offers custom designed cage trim. The configuration,
size, and quantity of passages in the cage are designed to provide the required flow
capacity and valve characteristic without loss of velocity control (see Figure 1.1).
5/30
CCI CAGE TRIM
FIGURE 1.1
6/30
Bonnet
Packing
Set
Gasket
Plug Ass’y
Balance
Cylinder
Balance
Seal Cage
FIGURE 1.2
Under-the-plug flow is typically specified for steam or gas flow applications, or for
applications in which exceptionally low noise or velocity control is important. When
the flow through the control element is under-the-plug, the flow passes up through
the seat ring bore and under the plug, decelerates through the cage, and exhausts
7/30
through the valve outlet. The valve trim can be designed to provide very precise
outlet velocity control (see Figure 1.3, 1.4, 1.5).
FIGURE 1.3
FIGURE 1.4
8/30
Packing
set Bonnet
Plug
Assy Long
Cage
Gasket
Body
Seat Ring
The CCI Control Valve features five major elements: the valve body, the disk stack
or cage, the bonnet assembly, the plug assembly, and the actuator and controls
assembly. The bonnet assembly includes the seat ring, bonnet spacer or balance
cylinder, bonnet, plug assembly, seals, and packing seals. The plug assembly
9/30
includes the plug and stem, or spindle. The actuator is bolted to the yoke, and the
yoke is clamped or bolted to the valve bonnet.
All CCI Control Valve trim components are designed for quick change and long life.
Screwed and welded seat rings are not fitted. The bonnet seal style, plug assembly
style, and plug seal style are selected to suit the application and service
requirements.
Gasket Seal
This seal type is used primarily in smaller control valve sizes and in high
temperature service. The pressure boundary seal is obtained by compressing a
gasket seal between the bonnet and body. The gasket seal is manufactured from
several layers of stainless steel and graphite that are wound in even spirals around
the axis of the gasket seal. The compressed graphite provides excellent sealing.
The stainless steel supports the graphite, and provides resilience to temperature
changes (see Figure 1.3, 1.4, 1.6). CCI has over 20 years of experience in high
temperature, high-pressure service with this proven design.
The unbalanced plug is typically selected for very small plug sizes, when large
actuator loading is not required to either lift or seat the plug. This design does not
feature balance holes, balance seals, or pilot trim. The unbalanced plug provides
exceptional shutoff in the flow over-the-plug configuration, since the shutoff
pressure acts to close the valve.
The balanced plug design is used to reduce actuator loading. Axial holes are drilled
through the plug or spindle. A seal is placed at the top of the plug, isolating the
bonnet cavity above the plug from the upstream pressure. The axial holes in the
plug balance the pressure above and below the plug, greatly reducing the loading
required to lift the plug.
Pressures energized seals, manufactured from materials such as Teflon, are used
in lower temperature services. In higher temperature services, graphite-based
balance seals are used. In some applications, a piston ring is used as a balance
seal.
The CCI Pressurized Seat Plug Assembly is used in high temperature service
requiring tight control valve sealing. The CCI Pressurized Seat Plug Assembly
provides the shutoff of an unbalanced plug with the low actuator force requirements
of a balanced plug.
10/30
The CCI Pressurized Seat Plug Assembly features a pilot plug, a main plug, and a
piston ring balance seal. The piston ring allows a small, controlled leak of pressure
from the valve inlet to the bonnet cavity (see Figure 1.6).
When the control valve is closed and the pilot plug is seated, the Pressurized Seat
Plug Assembly provides exceptional shutoff. The shutoff pressure builds in the
bonnet cavity above the plug, acting to close the valve. The actuator needs only to
provide sufficient thrust to seat the pilot plug against the pilot seat in the main plug.
When a signal to open the control valve is received, the actuator lifts the stem,
opening the pilot seat. The pilot rapidly exhausts the bonnet cavity pressure. The
plug assembly is now balanced. As the stem continues to move in the opening
direction, a shoulder on the stem engages a retaining plate on the main plug. The
stem lifts the main plug off the main seat. The actuator needs only to provide
sufficient thrust to lift the balanced plug.
Packing Bonnet
Set
Balance
Cylinder
Piston
Ring
Pilot
Plug
Cage
Seat Ring
Body
11/30
SECTION II
INSTALLATION
2-1. INTRODUCTION
This section describes recommended procedures for receiving, storing, handling, and
installing CCI control valves. Good general practice should be used for all maintenance
and installation activities. All applicable regulations and specifications should be followed.
Every CCI control valve is custom designed for a specific application and a specific set of
operating conditions. The control valve drawing provides complete information on valve
design conditions, dimensions, weight, and general arrangement. A nameplate attached
to every control valve lists the design conditions for that particular control valve.
b. The container is marked with instructions for handling and storage. These
directions should be strictly followed. Unless specifically required by contract,
CCI products are packaged for domestic shipping and indoor storage.
WARNING
c. After the shipping container is unloaded at the site, the container should be
inspected for damage. Joints and seams should be inspected for signs of
separation.
d. Unless the container is damaged, it should not be opened until the control
valve is required for installation. In order to inspect the valve, the container
lid can be safely removed without reducing the structural integrity of the
container. If damage to any parts is suspected, carefully check the
equipment against the packing list. Make a note of any loose, damaged, or
missing parts. Notify both the freight company and your CCI contract
administrator.
12/30
2-3. STORAGE
a. The control valve may have been shipped either disassembled, or with spare
parts. Valve trim parts, including plug assemblies, seat rings, disk stacks,
cages, spacers, and balance cylinders should be coated with rust inhibitor,
and placed in a separate container. Seat ring and plug seating surfaces
should be protected with tape. These protective coverings are removable.
Desiccant should be added to the container, and replaced periodically.
c. All parts or the control valve should be stored in a fire resistant, weather-tight,
and well-ventilated building. The parts should not be exposed to
temperatures below -20° F (-29° C) to 120° F (48° C). The storage area
should be safe not be subject to flooding. The floor should be paved or
similarly level, firm, protected, and well drained. All parts should be placed
on pallets or shoring to permit air circulation.
2-4. HANDLING
The unit is shipped in a container designed to support both the body assembly and the
actuator assembly. To remove the control valve from the shipping container, place
appropriate slings and lift with a hoist.
CAUTION
WARNING
b. Position the lifting hook over the load so that the load does not swing when
lifted.
c. The operator shall see that the load is well secured and balanced.
d. The operator shall see that the slings are not handled on the winch head
without the knowledge of the operator.
e. The operator shall avoid carrying loads over people.
13/30
2-5. FLUSHING
b. Flushing trim can be obtained from CCI. Install the flushing trim, complete
flushing, and reassemble the valve as described in Sections III and IV.
CAUTION
For 3-way valve, do not remove control valve trim
from body for flushing. Once 3-way valve is installed
in the pipe line, trim components can not be
removed due to its unique design feature. In order to
do flushing for 3-way valve, it shall be done with the
valve trim fully open or fully closed as required by
the user intention.
2-6. INSTALLATION
a. The control valve has been cleaned, inspected, and sealed at the factory
prior to shipment. Protective covers have been installed in the valve inlet
and outlet. These covers prevent the entry of foreign matter into the valve.
No additional cleaning should be required. After the protective covers are
removed, the interior of the body should be inspected in order to ensure that
the valve is free of contaminants. If cleaning is required, refer to Section VI.
CAUTION
Use care when lifting or handling the control valve to
ensure that the accessories and lines are not
damaged.
CAUTION
Do not mar the sealing surfaces of flanged valves.
CAUTION
The heat of post weld heat treatment can damage
valve seals. Remove ALL valve trim PRIOR to
welding. The valve may require disassembly if post
weld heat treatment will be performed. In case the
valve have to be welded with it’s end pipe as a valve
assembly, valve position should be open to avoid
possible damage.
Contact CCI , for additional instructions.
14/30
CAUTION
b. After the control valve has been removed from the shipping container, lift and
rotate the control valve into its installed position using a hoist and sling.
c. The direction flow is indicated by an arrow on the body. The valve must be
installed in the correct flow direction.
d. The control valve is normally installed in a vertical position, with the valve
operator pointed straight up. If the assembly is to be installed in any other
orientation, then adequate supports may be required for the valve operator
assembly.
f. Complete the welding or bolting of the valve in line. For welded-end valves,
which require post weld heat treatment, Post-weld Heat Treatment should be
completed prior to reassembly of the valve.
Instructions for the assembly, disassembly, and maintenance of the valve operator are
provided in Section V. Drawings for the actuator assembly and for manual override
assemblies are provided in Section VIII. Information on controls, accessories, by-pass
valves, and manual overrides are provided in Section VII.
a. If the valve has been reassembled, verify that the proper assembly technique
and bolt torque has been applied to the valve bonnet studs, packing, yoke
connection, and stem connection. See Sections III and IV for details.
b. Verify that all required utilities, including pneumatic, hydraulic, and electric
supplies and signals, are connected and properly adjusted. Refer to the Top
Assembly drawing for applicable instructions.
c. Verify that all control and accessory components are connected and correctly
adjusted. Refer to the Top Assembly drawing and Section VII for applicable
instructions.
d. Clean the actuator shaft of foreign material and Inspect all connections for
leakage.
15/30
SECTION III
CONTROL ELEMENT
3-1. DISASSEMBLY
CAUTION
a. Bleed all of the air from the lines and make sure that there is no pressure left in
the system. Disconnect all the utility lines.
f. Install a temporary air line with a manually controlled pressure regulator installed
in the line to the air port of the actuator assembly.
WARNING
g. Using the actuator, move the valve 50% open. Do not exceed the supply
pressure listed on the top assembly drawing in section VIII.
WARNING
16/30
SLING
ACTUATOR
STEM
ACTUATOR
CLAMP
SHAFT
PACKING
FLANGE
BONNET
BODY
301 048
FIGURE 3.1
h. Remove the stem connector or stem clamp from the stems. Measure and
record the gap between the two stems, for future reference.
17/30
l. Slowly relieve all air pressure from the actuator assembly.
3-2. ASSEMBLY
Refer to the control element drawings for torque values and other data applicable to a
particular control element in Section VIII.
a. If the valve is fail closed, install an air line with a manually controlled regulator
installed to the actuator air port.
CAUTION
b. Slowly apply sufficient air pressure to fully retract the actuator shaft. Connect a
sling to the actuator assembly and mount to the bonnet (see Figure 3.1).
c. There are two (2) yoke mounting configurations as see Figure 3.2. One has
several hex bolts holding the yoke to the bonnet, the second has two half
clamps that are bolted together. All three designs require that the yoke be
placed on the bonnet and aligned to the drawing requirements before tightening.
18/30
NOTE
f. If the valve is fail open, install an air line with a manually controlled regulator
installed to the actuator air port.
WARNING
g. Slowly apply sufficient air pressure to move the actuator shaft until it is the
distance from the plug stem measured in paragraph 3-1g. If that was not
recorded, start with a gap of about 0.2 inches (5 mm) from the valve stem.
h. Install the stem connector or stem clamp to secure the plug stem to the actuator
shaft.
NOTE
i. Slowly relieve all air pressure from the actuator assembly, allowing the internal
parts to seek the relaxed position.
k. Remove the temporary air lines and install all permanent utility lines
l. Stroke the valve from fully closed to fully open, noting the ends of travel.
Adjustment may be required to achieve the full valve stroke, without going over
the required travel. The correct valve travel is stated on the valve tag. To
correct the stroke, rotate the valve stem: clockwise to reduce the valve travel,
counter-clockwise to increase the valve travel.
19/30
WARNING
m. Verify that the plug is firmly pressed against the seat in the closed position.
p. Tighten the Yoke mounting bolts for the hex bolts holding type per 79~94 ft-lb
(107~127 N-m) and the Half clamp type per 17~22ft-lb (24~30 N-m).
TABLE 3-1
3-3. REMARK
In case an actuator should be rotated because of an obstacle or a barrier, follow chapter 3-1,
Disassembly procedure and rotate actuator assembly in order not to intervene in that
obstacle and then follow chapter 3-2, Assembly procedure.
Contact with CCI, if additional instructions are required.
20/30
STEM & ACTUATOR SHAFT CONNECTION
FIGURE 3.3
21/30
SECTION IV
BODY ASSEMBLY
(Refer to Figure 4-1 for typical construction)
4-1. DISASSEMBLY
CAUTION: To avoid personal injury or damage to the system, isolate and relieve
the valve from the system pressure prior to any disassembly.
a. With the actuator, move the valve to 50% open. Then, remove the stem connector
from the stems. Measure and record the gap between the two stems, for future
reference.
b. There are three yoke mounting configurations. One has several hex bolts holding
the yoke to the bonnet, the second has two half clamps that are bolted together,
and the third has a spud nut. All three designs require that the yoke be placed on
the bonnet and aligned to the drawing requirements before tightening. There is a
set screw on the clamp design that is to be tightened to prevent yoke rotation in
service.
c. Lift the actuator off the valve body assembly, without damaging accessories or
tubing.
d. Slowly relieve all air pressure from the actuator assembly. If an air
accumulator/volume/storage tank is attached to the actuator, this must be safely
vented to the atmosphere.
e. Push the valve stem down, to put the plug on the seat. Loosen the stem packing.
Remove the bonnet nuts, and remove the bonnet from the body, leaving the valve
trim in the body.
f. Remove the plug assembly, cage, seat ring, and the valve gaskets from the body.
If the valve is fitted with a “U” shape balance seal, note the orientation upon
removal from the valve. The seal must be replaced in this same direction.
h. Clean each piece, and review for damage. Ensure parts are available for
replacement.
22/30
PACKING
FOLLOWER
PACKING
SET
PACKING
FLEXITALLIC SPACE
GASKET
PLUG
BONNET
ASSEMBLY
SEAT RING
CAGE
FLEXITALLIC
GASKET
BODY FLEXITALLIC
GASKET
PACKING
SET
PACKING REMOVAL
TOOL
PACKING
SPACER
BONNET
(REF)
GRAFOIL
PACKING
BAR STOCK SET
PACKING
SPACER
BONNET
(REF)
23/30
4-2. ASSEMBLY
a. If applicable, snap the new soft seat insert onto the seat ring.
b. Apply lubricant (refer to Table 4-3 for suitable selection) to the seat ring gasket and
insert the seat ring gasket, and then the seat ring into the body. (Fig 4.3)
c. Place the lower cage gasket on the body ledge. Insert the cage into the body.
NOTE: If a two-piece cage assembly is used (when the seal is not on the plug),
install the seal between the two cage pieces, with the original orientation. For valves
that are flow to open, the open side of the U faces the bonnet; flow to close valves,
have the open side face the seat ring.
d. Install the plug seal on the plug (if so designed). Install the plug assembly into the
cage.
f. Place the bonnet on the valve, and lightly tighten the bonnet bolting.
g. Install the packing as shown in Figure4-1. (Refer to Figure 4-5 for packing
arrangement.) For graphite packing, install two rings at a time, and compress them
to the torque values in Table4-2, before adding additional packing.
h. Torque the bonnet bolting, using a cross-body torque pattern (Fig 4-4). Apply only
half the torque value specified on each bolt, before reaching the final torque value.
Torque values are in Table 4-1. Use table 4-1B for stainless steel bolting, used with
stainless steel (unpainted) valves. Table 4-1A applies to carbon steel valve
materials.
j. Apply air to the actuator, moving the stem to about the 50% open position.
k. Place the yoke and actuator to the control valve body, and reconnect the mounting
hardware.
l. Move the actuator stem to the gap measured in step 4.1.b., above. If that was not
recorded, start with a gap of about 5 mm (0.2 inches) of the valve stem, and install
the stem connector.
m. Stroke the valve from full closed to full open, noting the ends of travel. Adjustment
may be required to achieve the full valve stroke, without going over the required
travel. The correct valve travel is stated on the valve tag. To correct the stroke,
rotate the valve stem: Clockwise to reduce the valve travel, counter clockwise to
increase the valve travel.
n. Calibrate the positioner, and check the performance of any other valve-mounted
equipment.
24/30
TABLE 4-1A: ALLOY STEEL BOLTING
BONNET BOLT TORQUE VALUE RANGES
ANSI 150 and
ANSI 600 ANSI 900 ANSI 1500
300
VALVE SIZE N-m Ft-lb N-m Ft-lb N-m Ft-lb N-m Ft-lb
107-
25 NB 1” 79-87 107-119 79-87 107-119 79-87 107-119 79-87
119
107-
40 NB 1.5” 79-87 107-119 79-87 107-119 79-87 207-229 153-169
119
107-
50 NB 2” 79-87 107-119 79-87 107-119 79-87 284-314 209-231
119
107- 153-
75 NB 3” 79-87 207-229 784-867 578-639 784-867 578-639
119 169
207- 153- 209- 1043- 1043-
100 NB 4” 284-314 770-851 770-851
229 169 231 1153 1153
207- 153- 302- 1128- 1128-
150 NB 6” 409-452 832-920 832-920
229 169 333 1247 1247
284- 209- 616- 1128- 1128-
200 NB 8” 835-923 832-920 832-920
314 231 681 1247 1247
450- 330- 616- 1487- 1097- 1487- 1097-
250 NB 10” 835-923
500 370 681 1643 1212 1643 1212
835- 616- 616- 1909- 1408- 1909- 1408-
300 NB 12” 835-923
923 681 681 2110 1556 2110 1556
835- 616-
350 NB 14” --- --- --- --- --- ---
923 681
25/30
TABLE 4-2: RECOMMENDED PACKING NUT TORQUES
STEM SIZE TEFLON GRAPHITE
mm inch N-m Ft-lb N-m Ft-lb
16 0.63 13 10 24 18
20 0.79 13 10 34 25
25 0.98 20 15 38 28
32 1.26 27 20 54 40
TABLE 4-3
RECOMMENDED LUBRICANTS
Non Nuclear Nuclear
Dow Corning 111 Dow Corning 111
For Packing and Seals:
Bostik NS-160 Bostik NS-160
Never-seez Never-seez (Nuclear Grade Nickel)
For Bolting:
Felpro Felpro N-1000 or N-5000
26/30
SEAT RING SEATING SURFACE
LUBRICANT
FLEXITALLIC
GASKET
FIGURE 4.3
1
8 5
4 9
10 3
6 7
2
408xx010
27/30
(In many cases, Garlock Style 98 doesn’t be used)
PACKING ARRANGEMENT
FIGURE 4.5
28/30
SECTION VI
Every 3 years the stem packing, and if applicable, balance seal and or soft seat
should be replaced. The actuator diaphragm and O-ring should be replaced every
6 years. Other parts are to be replaced when they show wear, to prevent additional
damage to the equipment.
Table 6-1 gives some general ideas to solve some typical field problems that may
occur during the lifetime of the control valves. More significant problems should be
referred back to the factory for assistance.
29/30
PROBLEM CORRECTIVE ACTION
1. Check the system air supply pressure to the valve and the
filter regulator operation.
2. Check the operation of all the accessories such as volume
PLUG ASSEMBLY
boosters.
JUMPING OR
3. Torque the packing flange to the limits specified in table 4-
STICKING
2.
4. Disassemble the valve and check the plug assembly and
cage for galling.
VALVE DOES NOT
1. Check the system air supply pressure to the valve.
FOLLOW
2. Check the positioner calibration and performance.
POSITIONER INPUT
3. Disassemble the actuator and inspect the diaphragm.
SIGNAL
1. Check the valve inlet pressure and flow rate.
2. Visually check to see if the valve is responding to the
REDUCED FLOW
signal.
THROUGH VALVE
3. Confirm that the valve is traveling the full rated stroke.
Re-calibrate if full stroke is not reached.
ACTUATOR 1. Check torque on the diaphragm case bolts.
ASSEMBLY 2. Disassemble the actuator. Replace the diaphragm and o-
LEAKAGE ring.
1. Check the system air supply pressure to the valve.
2. Torque the packing flange to the limits specified in Table
4-2
SLOW STROKE
3. Check the operation of the filter regulator. Clean the
TIME
positioner nozzle.
4. Check the adjustments of the accessories such as
boosters and solenoids.
POSITION
1. Check the system air supply pressure to the valve.
OVERSHOOT OR
2. Check the calibration of the positioner.
HUNTING AT A
3. Check that the booster adjustment is not too sensitive.
STROKE POSITION
30/30
Mounting instructions
Blow out tool
©CCI 2010
S025748 en rev.E
Mounting Instructions Blow Out Tool
Pos. Description
01 Blow out house
Before opening any 02 Stem
pressure vessel, make 03 Seatcover
absolutely sure that the 04 Plug
fluid system is completely 05 Slotted nut
depressurized! Opening 06 Gasket
an only slightly pressur- 07 Set screw
ized valve or being linked 08 Nut
to hot fluid may lead to
09 Lock washer
severe injury or even
death! 10 Drift hole bolt
11 Drift hole nut
12 Nut
13 Lock washer
14 Spring
1 S025748 en rev. E
Mounting Instructions
2. Seal the drift holes in the autoclave seal of the valve with attached bolts (10) and nuts (11) as shown
in Fig. A
Gasket
Fig. B
3. Place the gasket (06) on the Blow out tool flange. Push the Stem (02) into the Blow out tool
completely as shown in Fig. B.
Fig.C
3. Push the Blow out tool with Stem (02) and Seatcover (03) into the valve body. Fix the tool with the
bolts (07), washers (09) and nuts (08). See Fig. C.
2 S025748 en rev. E
Torque Specifcation (Nm)
Plug
Fig.D
4. Push the Stem (02) so that the Seatcover (03) reaches the seat. See Fig. D.
Fig. E
5. Insert the Spring (14) in the tube so that the spring is facing the Stem (02). Measure the distance S
as shown in Fig. E.
6. Fit the Plug (04) to compress the Spring (14). Compress the Spring 8 mm, use the Plug (04) length
and the measured distance S to measure the compressed length. Lock the Plug (04) with the slotted nut
(05).
3 S025748 en rev. E
USER MANUAL
ST2
User manual
Referred to :
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Description.......................................................................................................................................................................... 5
CONTROLLER MOUNTING ................................................................................................................................... 5
Manufacturer’s identification : ................................................................................................................................... 6
GENERAL SAFETY INSTRUCTIONS ............................................................................................................................ 8
Installation .................................................................................................................................................................. 8
Maintenance ................................................................................................................................................................ 8
Controller sw upgrade......................................................................................................................................................... 9
RemoteControl sw installation......................................................................................................................................... 11
RemoteControl sw connection ......................................................................................................................................... 11
USB connection : ...................................................................................................................................................... 11
Starting the sw .................................................................................................................................................................. 12
The Main page .................................................................................................................................................................. 13
Quick Buttons ................................................................................................................................................................... 14
Download button .......................................................................................................................................................... 14
Graph button ................................................................................................................................................................. 14
Password button ............................................................................................................................................................ 14
‘Tuning window’ .............................................................................................................................................................. 15
‘Travel Control’ area .................................................................................................................................................... 15
Definitions : .................................................................................................................................................................. 15
0 Ctrl Signal : ............................................................................................................................................................ 15
0 Position : ................................................................................................................................................................ 15
Low [0..50 %]: .......................................................................................................................................................... 15
High [50..100 %]: ..................................................................................................................................................... 15
Tuning :......................................................................................................................................................................... 15
Kp IN/OUT [0 .. 100]: .............................................................................................................................................. 16
Stroke Time IN/OUT [0,0 ..3000,0 sec]: .................................................................................................................. 16
Approach IN/OUT [0..100]: ..................................................................................................................................... 16
Dead Band [0..10] : ................................................................................................................................................... 16
‘IN/OUT window’ ............................................................................................................................................................ 17
Fail/Trip settings ........................................................................................................................................................... 17
Mode C1/C2 : ........................................................................................................................................................... 17
Ack END MODE ..................................................................................................................................................... 17
On St. ........................................................................................................................................................................ 17
SOV .............................................................................................................................................................................. 18
SOV ASSIGNEMENT ............................................................................................................................................. 19
SOV BOOSTER FUNCTION .................................................................................................................................. 20
Analog Outputs ................................................................................................................................................................. 24
Temperature .................................................................................................................................................................. 25
Date & Time ................................................................................................................................................................. 25
History and Diagnostic ..................................................................................................................................................... 26
Counters : .................................................................................................................................................................. 26
Example of Diagnostic Report :................................................................................................................................ 27
Historic event log ...................................................................................................................................................... 29
Periodic log (SD Card) ............................................................................................................................................. 30
SDCard : ................................................................................................................................................................... 30
Main vars and status ......................................................................................................................................................... 32
ActPos [%] :.............................................................................................................................................................. 32
ReqPos [%]: .............................................................................................................................................................. 32
Input [mA]: ............................................................................................................................................................... 32
Status : ...................................................................................................................................................................... 32
Errors: ....................................................................................................................................................................... 32
Service State / Mode : ............................................................................................................................................... 33
Channel 1 CFG window (Channel 2 CFG window) ..................................................................................................... 34
CALIBRATION ....................................................................................................................................................... 34
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Description
The “Smart Trak” controller is used as a positioning system for proportionally-driven hydraulic actuators.
Fast stroke and superior resolution allow the unit to be applied on severe service hydraulic actuators demanding fast
stroking and precise positioning. Smart Trak system covers a wide range of actuator size and stroke length
requirements.
Smart Trak 2 is able to drive two fully independent actuators.
On the customer's side power supply, 4-20mA signal (request position) and if required trip signal and output signal
must be connected.
CONTROLLER MOUNTING
The controller enclosure is rated for NEMA4 (NEMA4X when the Stainless Steel) / IP66 environment, which is
watertight to “wash down”, such as a water hose. Outdoor mounting is acceptable, however, the controller should be
protected from direct sunlight by a suitable sun shield (see temperature ratings).
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Manufacturer’s identification :
Every controller Smart Trak is provided with a name plate with its serial number. The year of
manufacturing is indicated by the first two numbers of the serial number.
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ST2
Housing
O – Standard
I – Stainless steel
H – Hazardous
S – Special
Output port
1 – Blank
2 – Standard dwg. ……
3 – Standard dwg. ……
4 – Special
5 – Hazardous dwg. ……
Supply
1 – Universal AC / 110 Vdc
2 – 24 Vdc DC/DC
3 – None
4 – Special
Communication
D – Nr. 2 digital
C – Nr. 2 digital + CANBUS + 485/422
N – None
S – Special
Display
0 – Blind cover
1 – With display
Certification
A – American (UL)
E – European CE
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Installation
- Must be done by qualified person trained to operate
- A ground tap is necessary
- The electrical and hydraulic connections must be done according to the diagram and label
- The supply circuit must be protected in case of current exceeding the limit fixed
- The equipment must be provided with cable entries and filler plugs certified according to the
required certification
- The actuator must be installed and used according to the project design specification.
- The fluid must be chemically compatible with the used gaskets and lubricant
Maintenance
- Must be done by qualified person
- Cleaning must be done with a humid cloth
- Greases and oils must be used according to the manufacturer’s instructions, however their
flammability point must be > 140°C
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Controller sw upgrade
The software is factory installed in the controller. For a new installation, a "Loader" program is necessary. It can be
installed selecting the file SETUP.exe from the supplied LOADER software cd.
A shortcut should appear in the program selection of start menu. Select the “Loader” access program:
Program » Loader » Loader
Or select it directly:
C:\Program Files\STI s.r.l\Loader\Loader.exe
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Configure the PC COM port selecting: “Configuration” from EDIT menu for “Texas 2812 DSP”.
Copy the DSP software to be installed to a folder on the laptop. File extension should be “.hex”.
Perform the following steps on the Smart Trak controller to prepare it for software loading.
- Turn off the controller by the main power switch
- Change the switches SW1 as showed in SW Upgrade mode
NORMAL
SW UPGRADE mode
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RemoteControl sw installation
• Insert the CD ( or download the installation file)
• Run setup.exe
• Follow the instruction on the desktop
RemoteControl sw connection
USB connection :
Connect a standard USB ‘A’ to ‘B’ cable from your computer to the ST2 USB port
CN1
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Starting the sw
• Run the sw starting from the desktop icon or from the Windows Start menu.
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MAIN VARS
The Main page
QUICK
BUTTONS
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Quick Buttons
Download button
Download all the parameters from ST2.
At the end of the download the values displayed on the RC sw are the same of the ST2 positioner
Graph button
Open the Graph window
Password button
Open the Login window
In order to change the parameters value or to access the various configuration windows a login is request.
The default standard password is : 12345
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‘Tuning window’
Definitions :
Limit : when a limit is configure the Request position is limited at this value
Example : Set the Limit at 95%. Even if the signal input is 20ma and the theoretical Request position is 100%, the
applied Request position is 95%
CutOff : When a cutoff is configured if the Actual position falls inside the Cutoff area the Request position is fixed at
the min ( or max) value.
Example : Set the cutoff at 5%. When the Request position is less of 5% and the Actual position is less of 5% a fixed
pressure is applied in order to put the actual position at 0%.
WARNING_
On some type of valves it is mandatory to enable a cutoff to ensure that the valve works properly ( to ensure full trust
on sit)
0 Ctrl Signal :
Specify the relationship between 4-20mA signal input and stem position.
‘Stem in’ means that you want that the Stem is in ‘in position’ when you apply 4mA
‘Stem out’ means that you want that the Stem is in ‘out position’ when you apply 4mA
0 Position :
Specify the relationship between 0-100% indication ( a 4-20mA Out) and stem position.
‘Stem in’ means that 0% position is when the Stem is in ‘in position’
‘Stem out’ means that 0% position is when the Stem is in ‘out position’
Tuning :
A lot of parameter are configurable with a different value in the Open direction and in the close one. This is to
maximize the performance of the system.
If the Mono flag is checked the first value of each parameter is automatically copied in the second one.
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Kp IN/OUT [0 .. 100]:
Proportional gain is the multiplier of the error (difference between input signal and actuator actual position) and it is
expressed in percent. It is active only for an error which is bigger than dead band value.
A different gain for each stem direction can be imposed.
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‘IN/OUT window’
Fail/Trip settings
Configure the digital input for TRIP function.
Up to 6 digital input are available.
For each digital input you can configure :
Mode C1/C2 :
Error mode for channel 1 and channel 2.
It is possible to define the action to do when the TRIP input is
ON.
On St.
This option allows to configure the ON status for the selected trip.
‘E’ means : when the input is energized ( contact is closed or voltage is applied)
‘nE’ means : when the input is de-energized ( contact is open or voltage is not applied)
For safety reason the best choice is ‘nE’ : if a wire is cut off you are able to recognize this potential problem
Err : Led used to show if a trip is activated (trip status , energized or not, is equal to ‘On St’ and a function , Mode
C1/C2) is defined.
Hw : Led used to show if a trip is energized or not
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SOV
Configuration
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SOV ASSIGNEMENT
Select if a SOV is assigned to Channel 1 or Channel 2 or if it is reserved for DirectDrive.
Selecting DirectDrive a SOV is not assigned to a specific channel and can be activated from a trip. This mode is used
typically to drive ON/OFF Valve without feedback.
When a specific trip is assigned to a SOV for direct drive, a warning is showed if the trip is already assigned for other
functions.
Channel 1 :
Only the SOV assigned to channel 1 are active and configurable in this panel.
The matrix specify if a SOV is activated or not in a specific Running/SafetyShutdown status.
Refer to “Configure SOV and TRIP” at the end of this instruction manual to understand how to set the SOV.
Channel 2 :
Only the SOV assigned to channel 2 are active and configurable in this panel.
The matrix specify if a SOV is activated or not in a specific Running/SafetyShutdown status.
Refer to “Configure SOV and TRIP” at the end of this instruction manual to understand how to set the SOV.
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When Booster ‘with enable’ is selected a specific TRIP signal is used like ENABLE of the booster : it means that you
can have a big error and that the movement can happens only with the proportional valve ( if the TRIP is not activated )
or also with the ON/OFF valve.
When Booster ‘normal’ is selected every time the error is greater than the activation threshold the ON/OFF valve is
used.
The Booster function is related to a SafetyShutdown mode and not to a specific SOV because in order to move in one
specific direction the status of more than one SOV must be changed.
Configuration parameters :
Mode :
No : booster function is disabled
Normal : booster function is enabled all the time based on the other configuration parameters
With Enable : booster function is enabled based on the status of the TRIP channel specified on the same row
Target :
We need to specify if this ‘safety shutdown’ mode move the actuator in the ‘Stem IN’ or ‘Stem OUT’ direction. Make
attention : a wrong settings can cause an hydraulic short circuit ( if the proportional valve is used with the booster)
Activation Threshold :
Is the minimum error that can start the booster activation
Disactivation Threshold :
Is the residual error ( when we are approaching the target) that stop the booster activation
Use PV :
If this caption is selected the proportional valve works helping the movement during the booster action
Trip Nr :
This parameter is used only when the mode is ‘With enable’ and specify the TRIP channel used to enable the booster
function.
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The TRIP signal is evaluated ‘on the edge’ and not ‘on the level’ , it means that in order to enable the booster the TRIP
status must change from ‘not active’ to ‘active’. It cannot be ‘active’ all the time, if you need the booster all the time
you need to select mode=’Normal’
When the Mode is ‘With Enable’ the SafetyShutdown mode related to a booster cannot be used like in the previous sw
versions for a Quickopen or QuickClose function because it is automatically disactivated when the error is less than the
‘disactivation threshold’.
Examples of movement :
Booster ‘with enable’, PV not used.
TRIP is activated
and the
BOOSTER are
fired
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TRIP is activated
and the
BOOSTER are
fired
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Digital Output
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Analog Outputs
Two analog outputs are available.
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Temperature
Show the temperature inside the enclosure.
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Counters :
The controller record the number of time that an event happens and the last time and date of this event.
Events are grouped in three main groups : Channel 1, Channel 2 and Alarm Counters
Press the ‘Report’ button to make a file (in .rtf format) with all the data
CHANNEL 1
Signal <min : 0
Pos.Exc.Error : 0
Pos.Exc.Warn. : 0
Probe : 2 10/10/2008 18:31:11
Hard Limits : 0
Calib. Erased : 0
Calibr. Aborted : 0
Calibration : 0
In Service : 0
Out Of Service : 0
Position History
CHANNEL 2
Signal <min : 0
Pos.Exc.Error : 0
Pos.Exc.Warn. : 0
Probe : 2 10/10/2008 18:31:11
Hard Limits : 0
Calib. Erased : 0
Calibr. Aborted : 0
Calibration : 0
In Service : 0
Out Of Service : 0
Position History
Trip 1 : 0
Trip 2 : 0
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Trip 3 : 0
Trip 4 : 0
Trip 5 : 0
Trip 6 : 0
Error on SOV 1 : 0
Error on SOV 2 : 0
Error on SOV 3 : 0
Error on SOV 4 : 0
Error on SOV 5 : 0
Error on SOV 6 : 0
EEPROM 0 : 0
EEPROM 1 : 0
Temperature [°C]
Min : 23.2
Max : 36.0
Average : 33.7
Events Log
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Types of event :
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A file is created for each month of the year, the name of the file is
DIAGyymm (where ‘yy’ is the year and ‘mm’ is the month).
SD Card slot
SDCard :
ST is able to manage standard SDCard formatted in FAT16 (storage capacity up to 2Gbyte).
In the STI advanced panel it is possible to check if the SD is recognized or not.
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ActPos [%] :
Actual position measured by the positioner.
ReqPos [%]:
Request position evaluated ( the request position take in account the ‘Service State’, the 4-20ma input signal or manual
setup, the transfer function and the split range)
Input [mA]:
Current read at the 4-20ma Loop current Input channel.
The user can align the value showed using the commands available in the ‘CFG’ area
Status :
The calibration status is showed
Errors:
Show , for each channel, the actual and the last error. More detailed information are available in the ‘history and
diagnostic’ window.
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WARNING_
Changing from ‘Out of Service’ to ‘In Service’ the system can move
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CALIBRATION
Start the calibration procedure.
WARNING_
When the ‘Start Calibration’ button is pressed the system can move.
If the Low range value is equal to 0% and Upper range value is equal to 100% the positioner interpret 4ma like the 0%
Request position and the 20ma like 100%.
If the Low range value is equal to 0% and Upper range value is equal to 50% the positioner interpret 4ma like the 0%
Request position and the 12ma like 100%.
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Read the actual value of the input current and assume it like 4ma value.
CAUTION_
Be sure that you are supplying the positioner with a stable, real 4ma
Change Description
Each channel can have a description used to identify it in an easy way.
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INPUT CHAR.
The Characterization specify the relationship between the Input signal and the Request Position.
Table button :
Open the Transfer Function Curve window
- The ‘Stem In’ and ‘Stem Out ’ label in the ‘Requested position’ axis show the effect of the ‘0 Ctrl Signal’ and ‘0
Ctrl Position’ selection
- The ‘4.0ma’ and ’20.0ma’ in the ‘Signal Position’ show the effect of the ‘Split Range’ setup
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To set the value, double click on the corresponding cell, click the option and press “OK” to confirm it or
“CANCEL” to exit.
Signal Fail
This command allows to configure the minimum and maximum admissible inlet signal (mA), the actions to be
executed if these limits are reached and the error clearing condition.
Mode : The first line allows to configure the action to be executed in case of an out of range or fail signal.
To set the value, double click on the corresponding cell, click the option and press “OK” to confirm it or
“CANCEL” to exit.
Position :
This function is active only if the “Spool” selection has been made for the “Error mode” option; by this function
it’s possible to define the actuator position in case of signal fail.
The value of the position (expressed in percentage of the stroke) can be adjusted between -10 and 110% of the
stroke,
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Probe Fail
Ack : The end mode option configures the action to be executed at the end of the error conditions.
The available options are:
OPTION EXECUTED ACTION
• AUTO Automatic return to normal working condition without waiting for confirmation.
• WAIT ACK A confirmation is required before returning to normal working condition.
• WAIT NOERR Automatic return to normal working condition only if all
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HART panel
HART PARAMETERS
Tag :
The Tag is a 8 character label assigned
by the end user based on the location
and use of the field device. It’s a 8
character (6 byte) Packed ASCII string
used to identify the field device. The term
originated when physical tags were
attached to instruments for this purpose.
Date :
The date is represented by three 8-bit binary unsigned integers representing, respectively, the day, month and
year (minus 1900). It’s a date code, used by the Master for record keeping (e.g. last or next calibration date).
Descriptor :
The Descriptor is a 16 character (12 byte) Packed ASCII string used by the Master for record keeping.
The default value is a blanked string, 16 bytes long.
Message :
The Message is a 32 character (24 byte) Packed ASCII string used by the Master for record keeping.
The default value is a blanked string, 32 bytes long.
Polling address:
In the HART Protocol, the polling address is an integer used to identify the field device. It is used to construct the
Short Frame Address. The Polling Address is set to 0 in point to point installations.
Dev. ID :
This number is different for every device manufactured with a given Manufacturer ID and Device Type.
HART Protocol
Show some communication parameters used for debug
HART Communication
Hart Mode :
‘Time management’ and ‘Time management (performance)’ are two different way to manage the Hart modem. If you
have experience of communication problems try to change this option.
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If it is needed to use a
proportional valve not listed ,
it is possible to evaluate the
min and max value with
manual control and then put
the value in the min and max
field ( select calibration type
equal to ‘Manual’ to disable
the self evaluation of the
current limits).
FB Current Value :
Show the current ( in
ampere) that flow in the
solenoid valve.
Manual control :
(only if the channel is not
calibrated)
Drive manually one proportional valve.
Write a value in the field (between the PWMmin and max values) and press the ‘+’ or ‘-‘ button to energize the
proportional valve in one direction or in the other).
Check the current that energize the solenoid in the ‘FB Current Value’ field.
Calibration type :
Manual : during calibration only the minimum current needed to move the valve is evaluated
Autosearch : during calibration not only the minimum current is evaluated but also the PWM needed to reach the
nominal current value ( if you select an ATOS 12V 2,2A the ST2 search for the PWM that is necessary to drive 2,2A in
the coil).
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Feedback :
The ‘SET’ column show if the ST2
want to energize a specific
solenoid valve( The yellow led is
turned ‘ON’).
‘Pw Red.’
Select the power level for the SOV.
A solenoid valve is energized with
the full power (24V=). After 1
second the power applied is equal
to the percentage specified in the
field. Reducing the power ( for
example at 80%) the life of a
solenoid valve is longer, the
heating is reduced and the total
power used for the device is less.
In case of long cables between ST2
and SOV it is important to check
that the voltage on the coil is
enought)
Manual Settings
If the SOV is not assigned to a calibrated channel it is possible to turn ON and OFF it.
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4-20mA INPUT :
It is possible to check the
calibration limits and the
current value
4-20mA OUTPUT :
It is possible to calibrate the
4mA and the 20mA signal
level of each output.
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‘Erase calibration’ :
For each channel it is possible to remove the calibration
‘Set as default’ :
Save the actual configuration data like a default in the ST2
memory.
Reset to default’:
Load a stored configuration. It is possible to select a partial set of
data to load.
‘Upload’ :
Send the actual data in the Remote Control to the ST controller. It is
possible to select a partial set of data to load.
‘Save parameters’ :
Start to save the parameters that are in RAM in the eeprom (this action is
only for diagnostic, the parameters are saved automatically when changed
in the RemoteControl interface.
‘Memory test’ :
With the ‘check memory’ button it is possible to check if the stored configuration is equal to the one used. This option
is for diagnostic purpose
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The Menu
Menu : File
Load:
Load a saved set of parameters in the RC interface
Save :
Save the current set of parameters in a .qtp file
Report :
Make a document in .rtf format with the actual parameters ( It is similar to the Save command but the file format is
compatible with editor software)
Exit :
Close the application
Menu : Device
Download
It is the same of the quick button
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SYSTEM REPORT
SYSTEM INFORMATION
Date (PC) 08/20/2010 09.02.00
Date (Smart Trak) 08/20/2010 08:03:33
Channel 1 Description Channel 1
Channel 2 Description Channel 2
Device Unique ID 01D1FCC41100009F
DSP SW Version 9,09
Temperature 26,0
Channel 1 Channel 2
Calibration Status Not Calibrated Calibrated
Service State Out Of Service Manual
TRAVEL CONTROL
Parameter Channel 1 Channel 2
0 Ctrl Signal Stem In Stem In
0 Position Stem In Stem In
Low Limit 5,0 % 5,0 %
Low Limit Mode Off Off
High Limit 95,0 % 95,0 %
High Limit Mode Off Off
TUNING
Approach OUT 0 0
Dead Band (%) 0,50 % 0,50 %
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SOV ASSIGNEMENT
SOV Number Assigned to:
1 Channel 2
2 Channel 2
3 Channel 2
4 Disconnected
5 Disconnected
6 Disconnected
SOV STATUS
Channel 1
SOV 1 SOV 2 SOV 3 SOV 4 SOV 5 SOV 6
Running -- -- -- -- -- --
Safety Shut Down 1 -- -- -- -- -- --
Safety Shut Down 2 -- -- -- -- -- --
Safety Shut Down 3 -- -- -- -- -- --
Channel 2
SOV 1 SOV 2 SOV 3 SOV 4 SOV 5 SOV 6
Running On Off Off -- -- --
Safety Shut Down 4 Off Off Off -- -- --
Safety Shut Down 5 On On Off -- -- --
Safety Shut Down 6 Off Off Off -- -- --
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BOOSTER CONFIGURATION
Channel 1
Mode Target Act. Tresh Dis. Tresh. Use PV Trip
Safety Shut Down 1 No Stem In 50,00 20,00 Yes Trip 1
Safety Shut Down 2 No Stem In 50,00 20,00 Yes Trip 1
Safety Shut Down 3 No Stem In 50,00 20,00 Yes Trip 1
Channel 2
Mode Target Act. Tresh Dis. Tresh. Use PV Trip
Safety Shut Down 4 With Enable Stem Out 50,00 5,00 Yes Trip 1
Safety Shut Down 5 With Enable Stem In 50,00 5,00 No Trip 1
Safety Shut Down 6 No Stem In 50,00 20,00 Yes Trip 1
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CHANNELS CONFIGURATION
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ADVANCED PARAMETERS
PROBE PARAMETERS
Channel 1 Channel 2
Probe Type MicroPulse 4-20mA
Probe Limit Inf. 4160 735
Probe Limit Sup. 11988 3473
PROPORTIONAL VALVE
Channel 1 Channel 2
Valve Type Atos 12V 2.2/2.6A Atos 12V 2.2/2.6A
Side 1
PWM_min 1000 1100
PWM_Max 3500 3500
PWM_1A 0 0
Side 2
PWM_min 1000 1100
PWM_Max 3500 3500
PWM_1A 0 0
SOLENOID VALVE
INPUT 4-20 mA
Channel 1 Channel 2
AD Converter at 4 mA 12177 12177
AD Converter at 20 mA 60877 60877
OUTPUT 4-20 mA
OUT 1 OUT 2
AD Converter at 4 mA 792 792
AD Converter at 20 mA 4011 4011
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Analog Input 1
Name AI1
Measure Unit
AD Converter at 4 mA 761
AD Converter at 20 mA 3823
Value at 4 mA 0,0
Value at 20 mA 400,0
Analog Input 2
Name AI2
Measure Unit
AD Converter at 4 mA 761
AD Converter at 20 mA 3823
Value at 4 mA 0,0
Value at 20 mA 400,0
Analog Input 3
Name AI3
Measure Unit
AD Converter at 4 mA 761
AD Converter at 20 mA 3823
Value at 4 mA 0,0
Value at 20 mA 400,0
Analog Input 4
Name AI4
Measure Unit
AD Converter at 4 mA 761
AD Converter at 20 mA 3823
Value at 4 mA 0,0
Value at 20 mA 400,0
Analog Input 5
Name AI5
Measure Unit
AD Converter at 4 mA 761
AD Converter at 20 mA 3823
Value at 4 mA 0,0
Value at 20 mA 400,0
Analog Input 6
Name AI6
Measure Unit
AD Converter at 4 mA 761
AD Converter at 20 mA 3823
Value at 4 mA 0,0
Value at 20 mA 400,0
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GENERAL PARAMETERS
Channel 1 Channel 2
Camera Mode Normal Inverted
SD CARD
Pre Trigger Time 8,0 sec
Log Time 60 min
TRIPS
Trips Detection Time 40 mSec
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Menu : Password
Login
It is the same of the quick button
Change
To change the password
Menu : ? Info
“Device Unique ID” is an hardware identifier used to identify a specific electronic hw.
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Electrical connections:
Application example :
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AC Power supply :
80 = Line
81 = Neutral
DC Power supply :
80 = Positive input
81 = Negative input
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SW3 dip switch select if the input is for 0-5V ( dip in OFF position) or 4-20mA ( dip in ON position).
SW3_1 is for Analog IN1, SW3_2 is for Analog IN2 and so on.
Resolution : 12 bits
Sampling rate : 1KHz with moving average filter.
Isolation : Analog input are not isolated and designed for local use. Take care of electrical noise effect.
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4-20mA OUT
Two isolated independent channels are available.
The function is configurable.
The output is energized from the loop.
CH1 : Terminal board 16 (+) and 40 (-) . CH2 : Terminal board 15 (+) and 39 (-)
Output current (nominal) 4-20ma
Burden 750 Ω max ( power supply = 24Vdc)
External power supply 24V ( 12..30V)
Resolution : 12 bits
Refresh frequency : 1KHz
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Digital output
3 indipendent digital output is available.
For each digital output the Normally Open contact is available (i.e. DigitalOutput 1 : pin 19 and 43)
When a DigitalOutput is configured the relè is energized ( and the contact become closed) when the error condition is
false, and is deenergized ( and the contact return to open condition) when the error condition is true.
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ON/OFF SOV
Up to 6 ON/OFF SOV are available.
Nominal voltage : 24V=
Nominal current : up to 2A ( continuos mode, ambient = 70°C)
Power reduction : It is possible to specify for each solenoid valve a different power reduction value.
Solenoids are energized at full power, after 1 second the pwm circuit reduce the power at the specified value
Number and power of the SOV depends on the supply unit and the number of SOV that must be energized at the same
time.
Connect earth of SOV at the earth connection bar inside the ST2.
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Proportional Valve
ST2_Channel 1 : Proportional Valve A1 and A2
ST2_Channel 2 : Proportional Valve A3 and A4
Voltage output : 24V (pwm circuit allow the use of 12V solenoid)
Current output : hardware limit at 2,7A
Selection of the type of proportional valve, minimum and maximum current is made by sw.
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Power supply
Input range :
Nominal 100 V AC ... 240 V AC
AC range 85 V AC ... 264 V AC
DC range 90 V DC ... 350 V DC
DC 24V= input :
The power supply module is fitted inside the controller enclosure.
Power supply module is a PhoenixContact QUINT-PS-24DC/24DC/10
Check that the total power required ( depending from the number of solenoid and from the schematic) is less than 240W
Options
(must be fitted in an external enclosure) :
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Explanation :
Channel 1
When the SmartTrak channel 1 is in running ( normal operation mode when the system is calibrated), SOV1 is
energized and SOV2 is deenergized. The two ON/OFF valves are in the ‘close’ position, so the only valve that can
control the actuator is the proportional one.
If TRIP1 is activated SOV1 is deenergized (and also SOV2) : the quick close on/off SOV drive the actuator in the
CLOSE position.
If TRIP2 is activated SOV1 is energized (‘close’) and SOV2 is energized (‘open’) : the quick open on/off SOV drive
the actuator in the OPEN position.
Channel 2
Same of channel 1 but with SOV4, SOV5, TRIP1, TRIP2
SOV6 : This SOV is directly drived from TRIP6. When TRIP6 is activated (‘Energized’) it turns on the SOV6 that open
the ON/OFF valve
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To reduce the power consumption of the solenoids, power reduction can be configured. With that on the one hand the
power dissipation of the power supply and the solenoids can be reduced, on the other hand the life time is going to be
increased. The power reduction is by means of pulse-width-modulation.
With longer lines between the SmartTrak and the solenoids, pay attention that the control voltage on the solenoid
through the voltage drop on the lines must not under 17 V.
When the solenoid is turned on , full power is applied for 1 second, after this time the power is reduced to the value
specified ( in %) in the specific configuration field.
Default value is 100% that means that power reduction is not applied.
If you specify a value of 75% it means that after 1 second the pwm circuit works at 75% with an equivalent voltage of
24V*75%=18V
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MANUAL CONTROL :
Allow to drive manually a proportional valve
for diagnostic purpose ( only when the channel
is not calibrated)
TROUBLE SHOOTING
Problem description Cause Solution
1. The controller doesn’t 1.1 The power is not connected 1.1 Connect the power
switch on 1.2 the power supply voltage is out of 1.2 check the power supply voltage
the admissible range (+/-10%) value with a multimeter
1.3 the fuses are blown 1.3 replace the fuses
1.4 some wiring is not properly done 1.4 check the wiring using the
either inside the controller electrical diagram
1.5 there is a short circuit on some of 1.5 disconnect all the terminal boards
the devices connected to the connected to these device and check
controller whether the controller switches on.
2. Probe error 2.1 some wiring is not properly done 2.1 check the wiring
2.2 the software selection in STI 2.2 check that the software setting
menu of the used probe is not correct corresponds to the used probe
2.3 the probe has been calibrated 2.3 erase the previous calibration and
with a shorter stroke process valve perform a new calibration
2.4 the probe is damaged 2.4 replace the probe
3. Proportional valve is 3.1 the proportional valves connectors 3.1 check the connector plug
not working properly are not properly plugged 3.2 check the wiring
3.2 the wiring is not properly done
4. A change in the valve 4.1 the oil pressure value is too low 4.1 check the oil pressure value
position set point doesn’t 4.2 the proportional valve is sticking 4.2 check that the proportional valve
affect the actuator’s 4.3 the parameters configuration is can slide smoothly
position not correct 4.3 check gain and dead band values
4.4 actuator and/or jammed valve 4.3 check that the actuator can move
4.5 signal wires are not properly in a continuous way and not in steps
connected 4.5 check signal wires
4.6 circuit boards are defective 4.6 replace circuit boards
4.7 calibration and tuning have not 4.7 perform a calibration and make
been carried out the proper tuning
4.8 device is in “manual” or “out of 4.8 set the system in “in service”
service” mode mode
4.9 device is in fail safe status 4.9 check whether the solenoid valve
making the fail safe mode is
energized
5. Overshooting or 5.1 incorrect tuning in terms of dead 5.1 change the dead band and gain
positioning too slow band and gain values
5.2 the proportional valve is sticking 5.2 check that the proportional valve
5.3 too small oil tubing or dirty oil filter can slide smoothly
5.4 leakages in oil tubing and 5.3 check oil tubing size with the
manifold connections factory and inspect oil filter
5.5 process valve is sticking 5.4 check leakages in oil tubing and
manifold connections
5.5 check process valve
6. Low signal fail limit 6. Low signal fail limit 6.1 check that the signal wires are
properly connected to the terminal
board
6.2 check with a multimeter the value
of the signal
7. Position excess error 7. Position excess error 7. see point 4. of this table
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8. Position excess warning 8. Position excess warning 8. see point 4. of this table
9. Hard limits error 9. Hard limits error 9.1 check the probe is working
properly
9.2 check that the oil supply value is
not too low
10. Error on solenoid valve SOVx 10. Error on solenoid valve SOVx 10.1 check that the solenoid valve’s
coil is not burnt
10.2 check the wiring between the
solenoid valve and the controller
11. Calibration erased 11. Calibration erased 11. This is a warning message used
to inform that a calibration parameters
reset has been performed by the
operator
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Differences :
ST2 ST2Mono
TRIP digital Inputs 6 4
SOV 6 3
Proportional valve driver 2 1
4-20mA Analog Output 2 2
Digital Output 3 3
Start/Stop Feedback Probe 2 1
4-20mA Feedback Probe 2 1
Analog inputs 6 3
4-20mA inputs ( setpoint) 2 1
Hart
RemoteControl
SD Card
When the power supply selected is ‘AC Universal Input’ a specific unit is used for the single channel version (Phoenix
QUINT-PS/1AC/24DC/10 ) able to delivery up to 10A.
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