Siemens SAX Electronic Valve Actuator

Product Description

The SAX Electronic Valve Actuator requires a 24 Vdc or 24 Vac, Class 2, supply signal to control a Flowrite™ 599 Series valve or a Siemens flanged, Pressure Independent Control valve with a 3/4-inch (20 mm) standard stroke.

Product Numbers

• SAX61.03U Proportional Control Actuator
• SAX81.03U Three-position Control Actuator

Prerequisites

NOTE: Consult Technical Support if using with a TEC.

WARNING: If mounting the actuator to a valve already in line, either close the shut-off valves in the piping (upstream first, then downstream) or switch off the pump to allow the differential pressure in the valve to drop.

Mounting Positions

Figure 1. Acceptable Indoor Mounting Positions.

Figure 2. Acceptable Outdoor Mounting Positions with Weather Shield for NEMA 3R Protection.

Installation

CAUTION: Do not damage or scratch the polished surface of the valve stem.

Mounting an Actuator to a Valve

1. Ensure stem connection plate in the Valve Stem Coupling is in the OPEN position. See Figure 3.
2. Open the bonnet connection U-bracket. See Figure 4.
3. Pull the valve stem to the fully extended position. Then, slide the actuator on the valve bonnet. See Figure 5.
4. Completely close the bonnet connection U-bracket. See Figure 6.
5. Tighten the U-bracket bolt using a 10 mm wrench (or 4 mm hex wrench) to 5 Nm (44 in-lbs) torque. See Figure 7.
6. Rotate the manual adjuster clockwise to manually extend the actuator shaft until it covers the head of the valve stem. See Figure 8.
7. Close the stem connection plate securely over the valve stem. See Figure 9.
8. Secure the stem connection plate by tightening the bolt, using a 10 mm wrench (or 4 mm hex wrench). See Figure 10.

The mounting is now complete.

Removing the actuator from a valve

1. Loosen the stem connection plate in the Valve Stem Coupling by loosening the bolt, using a 10 mm wrench (or 4 mm hex wrench).
2. Open the stem connection plate over the valve stem.
3. Manually retract the actuator shaft by turning the Manual Adjuster counterclockwise until it reveals the head of the valve stem.
4. Loosen the U-bracket using a 10 mm wrench (or 4 mm hex wrench).
5. Completely open the bonnet connection U-bracket.
6. Push the valve stem to the fully retracted position. Then, slide the actuator off the valve bonnet.
7. Remove the actuator from the valve, being careful not to damage the valve stem.
8. Close the bonnet connection U-bracket.

CAUTION: Do not rotate the actuator on a Pressure Independent Control Valve (PICV) once the actuator and valve stem are connected. Doing so will inadvertently adjust the flow setting of the valve.

Wiring

NOTE: All wiring must conform to national and local codes and regulations (NEC, CE, and so on).

Do not use autotransformers. Use earth ground isolating step-down Class 2 power supply transformers.

Determine supply transformer rating by summing total VA of all actuators used. The maximum rating for a Class 2 step-down transformer is 100 VA.

It is recommended that no more than 10 actuators are powered by one transformer.

NOTE: Use either a Phillips head screwdriver or a flat-blade screwdriver to remove the wiring compartment housing cover for access to the terminal block and DIP switches.

Parallel Control of Actuators

SAX81.0-3U - Three-position actuators must have their own specific controller.

SAX61.03U - Up to 10 actuators can be driven in parallel from a single controller output with a rating of 1 mA. Modulating actuators have an input impedance of 100KΩ.

DIP Switch Setting (SAX61.03U only)

Switch 1: Control Signal

Select between 0 to 10 Vdc or 4 to 20 mA input signal for terminal Y (0 to 10 Vdc default).

Switch 2: Flow Characteristic

Do not change the flow characteristic switch. The proper flow characteristic is designed into the Flowrite 599 Series valve.

NOTE: Changing the default setting will modify an equal percentage valve to a linear flow characteristic. When set to default, the flow characteristic is determined by the valve body.

Table 1. DIP Switch Settings.

1) Factory setting: All DIP switches are set to OFF.

Wiring, SAX61.03U

Figure 12. Connecting Terminals (SAX61.03U).

GO System Neutral (SN)

G System Potential (SP)

Y Positioning signal for 0 to 10 Vdc/4 to 20 mA

M Measuring neutral

U Position feedback 0 to 10 Vdc

Z Positioning signal forced control

Wiring Diagrams (SAX61.03U)

Figure 13. Applications. The wiring diagrams show all possible connections. The application determines which connections are used. A and B are optional auxiliary switches.

Wiring, SAX81.03U

Figure 14. Connecting Terminals (SAX81.03U).

G System potential (SP)

Y1 Positioning signal (actuator's stem extends)

Y2 Positioning signal (actuator's stem retracts)

Wiring Diagrams (SAX81.03U)

Figure 15. Application. The wiring diagrams show all possible connections. The application determines which connections are used.

Manual Override

Manual operation

When pushing the manual adjuster down (1), it engages and the actuator can be manually operated.

When turning the manual adjuster in a clockwise/counterclockwise direction (2), the actuator's stem extends/retracts. See Figure 16.

An overload protection prevents damage to the manual adjuster.

Figure 16.

Setting the position

Upon actuation and locking the slide switch (see Figure 17), the manual adjuster remains engaged. When in this mode, do not turn the manual adjuster.

Figure 17.

Disengaging the setting

When resetting the slide switch (see Figure 18), the manual adjuster returns to Automatic Mode.

Figure 18.

Commissioning and Operation

Function Check and Calibration

Mechanical Check

Prior to making the function check, ensure that:

• Actuator is mechanically connected to a Siemens valve.
• Actuator is in Manual Operation mode.
• The actuator can be operated with the help of the Manual Adjuster.

NOTE: Ensure that the actuator's and valve's stems are securely connected in all positions. If the actuator is forced to travel beyond its end positions, overload protection responds.

Electrical Check

Prior to making the function check, ensure that:

• Actuator is mechanically connected to a Siemens valve.
• Actuator is in Automatic Operation mode.
• Actuator and, if required, accessories are correctly fitted and connected.
• Power is applied.

Calibration (SAX61.03U Only)

Calibration is required with modulating actuators, and before the function check. Calibration must be performed manually.

Prior to calibrating, ensure that:

• Actuator is properly connected to a valve.
• Housing cover is removed.
• Power is applied.

If required, calibration can be repeated any number of times.

Table 2. LED Indication and Status.

If the actuator does not detect the second end position within an appropriate stroke range (max. 25 mm), the first end stop will be adopted and the actuator operates with a working range of 20 mm.

SAX61.03U Function Check

Perform the function check for modulating actuators after calibration with a point test according to the following table:

Table 3. Modulating Function Check.

After successful completion of the function check, the actuator is ready for normal operation.

SAX81.03U Function Check

Perform the function check for three-position actuators according to the following table:

Table 4. Three-Position (Floating) Function Check.

After successful completion of the function check, the actuator is ready for normal operation.

Dimensions

Figure 21. SAX Dimensions in Inches (Millimeters).

References

155-506 SAX Electronic Valve Actuator Proportional Control Technical Instructions (155-506)

SAX Electronic Valve Actuator 3-position (floating) Control Technical Instructions (155-507)