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Installation, Operation and Maintenance Manual

MAN-03-04-103-0738-EN Rev. 0
October 2019

Biffi Morin Series A, B, C, and S


Scotch Yoke Actuators
Installation, Operation and Maintenance Manual Table of Contents
MAN-03-04-103-0738-EN Rev. 0 October 2019

Table of Contents
Section 1: Introduction
1.1 General Application........................................................................................ 1
1.2 Technical Data................................................................................................ 1
1.3 Installation..................................................................................................... 1

Section 2: Maintenance

Section 3: Jackscrew Override


3.1 Jackscrew Operating Instructions................................................................... 3
3.2 Actuator Stroke Adjustment........................................................................... 3
3.3 Models 006 through 270 ............................................................................... 3
3.4 Models 370, 575 and 740............................................................................... 4

Section 4: Actuator Construction

Section 5: Manual HandPump Hydraulic Override


5.1 Hydraulic Fluid Level..................................................................................... 13
5.2 Remote Mounting the HandPump................................................................ 13

Section 6: Integral Proximity Switch Mounting

Section 7: Spring Conversion to change Operating Pressure

Section 8: Failure Mode Change - Spring Return

Table of Contents I
Table of Contents Installation, Operation and Maintenance Manual
October 2019 MAN-03-04-103-0738-EN Rev. 0

Section 9: Removal of Actuator from Valve

Section 10: Disassembly


10.1 Disassembly of Symmetric Yoke Actuators................................................... 18
10.2 Disassembly of Canted Yoke Actuators......................................................... 20

Section 11: Assembly


11.1 Assembly of Symmetric Yoke Actuators....................................................... 21
11.2 Spring-Return Only...................................................................................... 26
11.3 Assembly of Canted Yoke Actuators............................................................. 27

Section 12: Operating Instructions

Section 13: Important Safeguards

Section 14: Additional Safety Instructions for Actuators


used in a Potentially Explosive Atmosphere
under ATEX 2014/34/EU
14.1 Marking....................................................................................................... 30
14.2 Selection...................................................................................................... 30
14.3 Installation................................................................................................... 30
14.4 Maintenance................................................................................................ 30

Section 15: Additional Safety Instructions for Actuators


used in Emergency Shut-down Service or
IEC 61508 safety integrity level (SIL)
Compliant Installations

II Table of Contents
Installation, Operation and Maintenance Manual Section 1: Introduction
MAN-03-04-103-0738-EN Rev. 0 October 2019

Section 1: Introduction
1.1 General Application
Actuators are designed for ‘on-off’ or modulating control of any quarter-turn ball, butterfly, rotary
plug or damper style valve application.

1.2 Technical Data


Supply Pressure 40 - 160 psig (2.75 - 11 Barg), see product nameplate
Supply Medium any pneumatic fluid compatible with materials of construction
Temperature Rating Standard Range: -20 °F to +210 °F (-28 °C to +99 °C)
Optional Range: -65 °F to +300 °F (-54 °C to +149 °C)
Angular Rotation 90 degrees ± 8 degrees

1.3 Installation
The actuator can be mounted parallel or perpendicular to pipeline. The actuator can be installed in
any convenient position including vertical, horizontal or upside down.
A. Bolt mounting bracket to actuator hand tight. DO NOT tighten yet.
B. Install coupling on valve. Be sure rotary stops on valve are removed or adjusted to allow
actuator stops to do the stopping.
C. Install actuator and bracket to valve being sure to leave all fastener connections hand tight.
If possible, stroke valve and actuator to a half open position 45° and physically shift actuator
back and forth until coupling and all fasteners are relaxed then tighten all bolts and nuts.
This procedure will accurately align valve stem to actuator output shaft and prolong valve
stem seal life.
D. Cycle valve / actuator assembly and observe for smooth operation.
E. Adjust travel stops for perfect alignment in both open and closed positions.

NOTE:
If jackscrew override is installed, please refer to section 2B for stroke adjustment.

F. Tubing connections - some models utilize two pistons for added power. Spring return
(single acting) dual cylinders designs require one ‘jumper’ to make the supply port
common on both pistons. Double acting (air to air) dual cylinder designs require two
‘jumpers.’ See Figure 1 for typical arrangement.

CAUTION
Use correct length mounting bolts! Mounting bolts used in actuator mounting pad may interfere
with the actuator rotary mechanism. Select bolts that will not extend more than two threads above
the back of the mounting pad.

Introduction 1
Section 2: Maintenance Installation, Operation and Maintenance Manual
October 2019 MAN-03-04-103-0738-EN Rev. 0
SINGLE ACTING ACTUATOR DOUBLE ACTING ACTUATOR
ONE CYLINDER ONE CYLINDER
SUPPLY SUPPLY

Section 2: Maintenance SOLENOID


OR
POSITIONER
EXHAUST SOLENOID
OR
POSITIONER
EXHAUST

Actuators are factory lubricated and in general do not require periodic lubrication or maintenance
while in service. Actuators should be visually inspected periodically for corrosion damage and
promptly repaired. Actuators should be operated at least annually to assure proper operation.
SHUT

OPEN

OPEN
SHUT

Figure 1

SINGLE ACTING ACTUATOR DOUBLE ACTING ACTUATOR


TWO CYLINDERS WITH JUMPER TWO CYLINDERS WITH JUMPER
SUPPLY SUPPLY

SOLENOID
OR
EXHAUST SOLENOID
OR
EXHAUST
POSITIONER POSITIONER

2 Maintenance
Installation, Operation and Maintenance Manual Section 3: Jackscrew Override
MAN-03-04-103-0738-EN Rev. 0 October 2019

Section 3: Jackscrew Override


The jackscrew option is intended for infrequent or emergency on-site operation of the automated valve.

3.1 Jackscrew Operating Instructions


1. Disengage power supply and vent air from actuator.
2. Operate the handwheel to drive the actuator into the desired position. Valve position can
be verified by checking the actuator position indicator. For models 006 through 270, the
jackscrew must be returned to the fully retracted position before actuator can resume
normal operation. Back the jackscrew out until it stops. Air will leak from the jackscrew
unless it has been fully retracted against its internal seal.

3.2 Actuator Stroke Adjustment


The jackscrew has a built-in actuator stroke adjustment, see Figure 2 and 3.

3.3 Models 006 through 270


See Figure 2:
1. Retract the jackscrew override completely by rotating counter clockwise.
2. Loosen the lock nut and turn the brass adjusting screw to the desired position.
The handwheel will rotate with the adjusting screw. Never make stroke adjustments
by turning the handwheel only.
3. Tighten lock nut.

Jackscrew Override 3
Section 3: Jackscrew Override Installation, Operation and Maintenance Manual
October 2019 MAN-03-04-103-0738-EN Rev. 0

3.4 Models 370, 575 and 740


See Figure 3:
1. Retract the jackscrew override completely by rotating clockwise.
2. Loosen the stroke adjusting screw and lock nut.
3. Using the handwheel, turn the jackscrew to adjust the actuator to the desired position.
4. Screw the adjusting screw until it stops and tighten lock nut.

Figure 2 Jackscrew Override - Models 006 through 270

Actuator stroke
adjusting screw

Note: Air escapes unless


jackscrew is fully retracted
Stroke adjusting screw

Jackscrew

Lock nut
Seal
Jackscrew seal
JACKSCREW FULLY RETRACTED JACKSCREW EXTENDED

Figure 3 Jackscrew Override - Models 370, 575 and 740


Handwheel

Lock nut Lock nut


Stroke
SHUT

Stroke adjusting screw


adjusting
OPEN
OPEN

SHUT

screw
SHUT
OPEN
OPEN

SHUT

Sealed jackscrew
assembly

4 Jackscrew Override
Installation, Operation and Maintenance Manual Section 4: Actuator Construction
MAN-03-04-103-0738-EN Rev. 0 October 2019

Section 4: Actuator Construction


Single acting Spring-Return Two Pistons
Models: 012, 046, 058, 059, 072, 100, 270, 344, 345, 420, 740, 944, 945, 1150, 1480,
1929, 1930, 2380

38 27 46 4 26 2 13 53 55 56 49 50 54 51

37 1 14 15 17 21 8a 33 34 52 57

Single acting Spring-Return One Piston


Models: 003,
38 006,
27 015,
46023,
4 036, 050,
26 135,2210, 370
13 and
53 575
55 56 49 50 54 51

37 1 14 15 17 21 8a 33 34 52 57

38 27 46 4 26 2 13 53 55 56 49 50 54 51

37 1 14 15 17 21 8a 33 34 52 57

Double-Acting
43 Air41
to24
Air Two Pistons
32 18 19 20 31 35 25 36

Models: 012, 059, 072, 100, 270, 345, 420, 740, 945, 1150, 1480, 1930, 2380
28 39 16 7 29 30

43 41 24 32 18 19 20 31 35 25 36

28 39 16 7 29 30
20 19
18
A
A
8a 13
3 43 41 24 32 18 19 20 31 1235 25 8 36
13c 1
1 5
11 42
28 39 48 16 7 29 30 22
6
10 2 20 19
A 18
A 1 6b
8a 13
9 12 8 13c
12 3 1
1 5
11 42
48 22 12
5 8 3 12b 20 19
6
10
5 18
2
A 6b
1 13
8a
12 8 13c
3
9 1
12 5
1
11 42
48 22
Actuator Constructrion 5
6 5 8 3 12
10 5 12b 2

1 6b
Section 4: Actuator Construction Installation, Operation and Maintenance Manual
October 2019 MAN-03-04-103-0738-EN Rev. 0

Double-Acting Air to Air One Piston


Models: 003, 006, 015, 023, 036, 050, 135, 210, 370, 575

YOKE SHOWN AT MID-STROKE,


POINTER OMITTED FOR CLARITY

SECTION A-A, MODELS 003 - 1150


SECTION A-A, MODELS 135 - 1150

Single acting Spring-Return Two Pistons


Models: 1485, 1934, 1935, 2385-5336

6 Actuator Construction
Installation, Operation and Maintenance Manual Section 4: Actuator Construction
MAN-03-04-103-0738-EN Rev. 0 October 2019

Single acting Spring-Return Two Pistons


Models: 6044, 7114

Double-Acting Air to Air Two Pistons


Models: 1485, 1934, 2385 - 7114

SECTION A-A, MODELS 1480 - 2380 SECTION A-A, MODELS 1485, 1934, 1935, 2385 - 7114

YOKE SHOWN AT MID-STROKE, POINTER OMITTED FOR CLARITY

Actuator Constructrion 7
Section 4: Actuator Construction Installation, Operation and Maintenance Manual
October 2019 MAN-03-04-103-0738-EN Rev. 0

Table 1. Materials of Construction


S material B material C material A material
Item
003-100 135-1150 006-100 135-1150 135-1150 006-100 135-420
Ductile Ductile Ductile
1 Housing 316 SS 316 SS Steel Steel
iron iron iron
2 Yoke 17-4 PH 17-4 PH 17-4 PH 17-4 PH 17-4 PH 17-4 PH 17-4 PH
3 Output shaft 17-4 SS 17-4 SS 4140 4140 4140 4140 4140
4 Piston rod 316 SS 316 SS CPO CPO CPO CPO CPO
PTFE
Bushing - PTFE PTFE PTFE
5 PTFE compos- Bronze Bronze
output shaft composite composite composite
ite
6a Yoke pin 18-8 SS - Steel - - Steel -
6b Key - yoke - 17-4 PH Steel Steel Steel
Bushing -
7 PTFE PTFE Bronze Bronze Bronze Bronze Bronze
piston rod
Retaining ring -
8 15-7 MO 15-7 MO Steel Steel Steel Steel Steel
output shaft
9 Thrust pin 440C SS 440C SS 440C SS 440C SS 440C SS 440C SS 440C SS
Roller
10 440C SS 440C SS 440C SS 440C SS 440C SS 440C SS 440C SS
bearing
Retaining
11 15-7 MO 15-7 MO Steel Steel Steel Steel Steel
ring - pin
12 Seal, thrust plate NBR NBR NBR Steel
12a Set screw 18-8 SS - 18-8 SS - 18-8 SS
Retaining ring -
12b - 18-8 SS Steel Steel Steel
lower bearing
13 Pointer adaptor Nylon Nylon Nylon Nylon
Position
13a 304 SS - - - - - -
indicator
Ductile
13b Thrust plate - 316 SS Ductile iron Steel
iron

Gasket, thrust
13c Fiber Fiber Fiber Fiber
plate

14 Hex head bolt 18-8 SS 18-8 SS 18-8 SS Steel Steel 18-8 ss Steel
15 Lock washer 18-8 SS 18-8 SS 18-8 SS Steel Steel 18-8 ss Steel
16 Pointer Soft PVC Soft PVC Soft PVC Soft PVC Soft PVC Soft PVC Soft PVC
Round head
17 18-8 SS 18-8 SS 18-8 SS Steel Steel 18-8 ss steel
screw
18 Cover - housing 316 SS 316 SS Steel Steel Steel Steel Steel
19 Hex head bolt 18-8 SS 18-8 SS 18-8 ss Steel Steel 18-8 SS Steel
20 Lock washer 18-8 SS 18-8 SS 18-8 ss Steel Steel 18-8 SS Steel
21 Pointer washer 18-8 SS 18-8 SS 18-8 ss Steel Steel 18-8 SS Steel
22 Thrust washer - 18-8 SS Steel Steel Steel
23 Gasket - cover Fiber Fiber Fiber Fiber Fiber Fiber Fiber
Steel / Steel /
24 Cylinder 316 SS 316 SS 316 SS 316 SS 316 SS
XYLAN XYLAN
Ductile Ductile Ductile
25 Piston 316 SS 316 SS Steel Steel
iron iron iron
Ductile Ductile Ductile
26 Adaptor 316 SS 316 SS Steel Steel
iron iron iron

8 Actuator Construction
Installation, Operation and Maintenance Manual Section 4: Actuator Construction
MAN-03-04-103-0738-EN Rev. 0 October 2019

S material B material C material A material


Item
003-100 135-1150 006-100 135-1150 135-1150 006-100 135-420
Ductile Ductile Ductile
27 End cap 316 SS 316 SS Steel Steel
iron iron iron
Ductile Ductile Ductile
28 Rod cover 316 SS 316 SS Steel Steel
iron iron iron
29 Seal - piston rod NBR NBR NBR NBR NBR NBR NBR
30 Seal - piston bolt NBR NBR NBR NBR NBR NBR NBR
31 Seal- piston NBR NBR NBR NBR NBR NBR NBR
Gasket -
32 Fiber Fiber Fiber Fiber Fiber Fiber Fiber
housing
33 Piston bolt 18-8 SS 18-8 SS 18-8 SS Steel Steel 18-8 SS Steel
34 Lock washer 18-8 SS 18-8 SS 18-8 SS Steel Steel 18-8 SS Steel
35 Bearing - piston PTFE PTFE PTFE PTFE PTFE PTFE PTFE
36 Thread seal SS/EPDM SS/EPDM Steel/NBR Steel/NBR Steel/NBR Steel/NBR Steel/NBR
37 Travel stop bolt 18-8 SS 18-8 SS 18-8 SS Steel Steel 18-8 SS Steel
38 Jam nut 18-8 SS 18-8 SS 18-8 SS Steel Steel 18-8 SS Steel
Socket head cap
39 18-8 SS 18-8 SS 18-8 SS Steel Steel 18-8 SS Steel
screw
41 Tie rod 18-8 SS 18-8 SS 18-8 SS Steel Steel 18-8 SS Steel
Seal - output
42 - - NBR - - NBR -
shaft
43 Lock washer 18-8 SS 18-8 SS 18-8 SS Steel Steel 18-8 SS Steel
45 Stato-seal NBR NBR NBR NBR NBR NBR NBR
Cylinder gasket TFE OR
46 NBR NBR NBR NBR NBR NBR
or o-ring NBR
Label -
47 MYLAR MYLAR MYLAR MYLAR MYLAR MYLAR MYLAR
nameplate
Seal - output
48 - - NBR - - NBR -
shaft bushing
Cylinder - spring Steel / Steel /
49 316 SS 316 SS 316SS 316 SS 316 SS
side XYLAN XYLAN
Tie rod - spring
50 316 SS 316 SS 316 SS Steel Steel 316 SS Steel
side
51 Hex head bolt 18-8 SS 18-8 SS 18-8 SS Steel Steel 18-8 SS Steel
52 Travel stop bolt 18-8 SS 18-8 SS 18-8 SS Steel Steel 18-8 SS Steel
53 Flat washer 18-8 SS 18-8 SS 18-8 SS Steel Steel 18-8 SS Steel
End cap - spring Ductile Ductile Ductile
54 316 SS 316 SS Steel Steel
side iron iron iron
55 Spring - outer Steel Steel Steel Steel Steel Steel Steel
56 Spring - inner Steel Steel Steel Steel Steel Steel Steel
57 Breather 18-8 SS 18-8 SS Steel Steel Steel Steel Steel
58 Label - spring LEXAN LEXAN leXAn LEXAN LEXAN LEXAN LEXAN

Actuator Constructrion 9
Section 4: Actuator Construction Installation, Operation and Maintenance Manual
October 2019 MAN-03-04-103-0738-EN Rev. 0

S Material B material C material


Item Item
1480 - 2380 1480 - 2380 1480 - 2380
1 Housing 316 SS 1 Housing Ductile iron Ductile iron
2 Yoke 17-4 PH 2 Yoke Ductile iron Ductile iron
3 Guide block Ductile iron Ductile iron
4 Piston rod - left CPO CPO
4a Piston rod - right CPO CPO
4 Piston rod 316 SS 4b Jam nut - piston rod Steel Steel
PTFE PTFE PTFE
5 Bearing - yoke 5 Bearing - yoke
composite composite composite
6 Bearing - thrust pin Steel Steel
6a Bearing - guide bar Steel Steel
Thrust bearing -
6b Nylon Nylon
thrust pin
7 Bushing - piston rod Bronze 7 Bushong - puston rod Bronze Bronze
8 Guide bar CPO CPO
9 Thrust pin 440C SS 9 Thrust pin 440C SS 440C SS
10 Slide block Bronze 10 Seal, bearing NBR NBR
Retaining Retaining ring -
11 15-7 MO 11 Steel Steel
ring - pin accessory drive
Plug - thrust pin
12 18-8 SS 12 Seal - guide bar NBR NBR
access
12a Seal, cap NBR NBR
12b Seal, accessory drive NBR NBR
13 Pointer adaptor Nylon 13 Accessory drive Steel Steel
14 Drive bar Steel 14 Drive bar Steel Steel
Screw, accessory
15 Steel 15 Cap Ductile iron Ductile iron
drive
16 Pointer Soft PVC 16 Pointer Soft PVC Soft PVC
17 Round head screw 18-8 SS 17 Round head screw 18-8 SS Steel
18 Cover - housing 316 SS 18 Cover - housing ductile iron Ductile iron
Hex head
19 Hex head bolt - cover 18-8 SS 19 Steel Steel
bolt - cover
20 Lock washer - cover 18-8 SS 20 Lock washer - cover Steel Steel
21 Pointer washer 18-8 SS 21 Pointer washer Steel Steel
22 Vent valve Brass 22 Vent valve Brass Brass
23 Cup, spring Ductile iron Ductile iron
24 Cylinder 316 SS 24 Cylinder 316 SS Steel / XYLAN
25 Piston 316 SS 25 Piston Ductile iron Ductile iron
26 Adaptor 316 SS 26 Adaptor Ductile iron Ductile iron
Spacer plate
26a Ductile iron Ductile iron
(1485-2385 only)
27 Endcap 316 SS 27 Endcap Ductile iron Ductile iron
28 Rod cover 316 SS 28 Rod cover Ductile iron Ductile iron
29 Seal - piston rod NBR 29 Seal - piston rod NBR NBR
30 Seal - piston bolt NBR 30 Seal - piston bolt NBR NBR

10 Actuator Construction
Installation, Operation and Maintenance Manual Section 4: Actuator Construction
MAN-03-04-103-0738-EN Rev. 0 October 2019

S Material B material C material


Item Item
1480 - 2380 1480 - 2380 1480 - 2380
31 Seal - piston NBR 31 Seal - piston NBR NBR
32 Gasket - housing Fiber 32 Gasket - housing Fiber Fiber
Hex head bolt -
33 18-8 SS 33 Hex head bolt - piston Steel Steel
piston
34 Lock washer - piston 18-8 SS 34 Lock washer - piston Steel Steel
35 Bearing - piston PTFE 35 Bearing - piston PTFE PTFE
36 Thread seal SS/EPDM 36 Thread seal Steel/EPDM Steel/EPDM
37 Travel stop bolt 18-8 SS 37 Travel stop bolt Steel Steel
38 Jam nut 18-8 SS 38 Jam nut Steel Steel
Socket head cap
39 18-8 SS 39 Socket head cap screw Steel Steel
screw
40 Tie rod 18-8 SS 40 Tie rod Steel Steel
41 Seal - yoke NBR 41 Seal - yoke NBR NBR
42 Lock washer 18-8 SS 42 Lock washer Steel Steel
43 Hex head bolt 18-8 SS 43 Hex head bolt Steel Steel
44 Stato-seal NBR 44 Stato-seal NBR NBR
45 Cylinder o-ring NBR 45 Cylinder o-ring NBR NBR
46 Label - nameplate MYLAR 46 Label - nameplate MYLAR MYLAR
Seal - output shaft Seal - output shaft
47 NBR 47
bushing bushing
48 Cylinder - spring side 316 SS 316 SS Steel / XYLAN
49 Tie rod - spring side 316 SS 49 Tie rod - spring side Steel Steel
50 Hex head bolt 18-8 SS 50 Hex head bolt Steel Steel
51 Travel stop bolt 18-8 SS 51 Travel stop bolt Steel Steel
52 Flat washer 18-8 SS 52 Flat washer Steel Steel
53 Endcap - spring side 316 SS 53 Endcap - spring side Ductile iron Ductile iron
54 Spring - outer Steel 54 Spring - outer Steel Steel
55 Spring - inner Steel 55 Spring - inner Steel Steel
56 Breather 18-8 SS 56 Breather Steel Steel
57 Label - spring LEXAN 57 Label - spring LEXAN LEXAN

Actuator Constructrion 11
Section 5: Manual HandPump Hydraulic Override Installation, Operation and Maintenance Manual
October 2019 MAN-03-04-103-0738-EN Rev. 0

Section 5: Manual HandPump SHUT

Hydraulic Override

OPEN
OPEN
SHUT

See Figure 4.
A. Maintain fluid level to fill line using ISO-22 hydraulic fluid. Use Chevron "Hydraulic Oil AW"
or equal.
B. The selector control valve is set in center position for remote operation. Select left or right
positions for manual open or manual close as shown on pump label.
C. Store and lock handle to keep pump plunger closed. Do not remotely operate actuator with
handle on plunger.

Figure 4 Hydraulic Override


Reservoir

Handle

Selector valve

Manual Handpump Specifications:


1. Maximum reservoir fill volume = 75 in3 (1.23 dm3)
2. Pump relief pressure = 1500 psi (103 bar)
3. Pump volume/stroke = 0.66 in3 (0.01 dm3)
4. Handle length = 24 in. (610 mm)

12 Manual HandPump Hydraulic Override


Installation, Operation and Maintenance Manual Section 5: Manual HandPump Hydraulic Override
MAN-03-04-103-0738-EN Rev. 0 October 2019

5.1 Hydraulic Fluid Level


The fluid level in the handpump reservoir changes when the actuator is operated. The fluid level is
high when the hydraulic cylinder piston rod is retracted into the hydraulic cylinder. The fluid level
is low when the hydraulic cylinder piston rod is extended out of the hydraulic cylinder. Measure the
fluid level in the low position, using a dip stick, and maintain this level as shown on the sticker
(1 in. [25.4 mm] above the pump base). Operate the actuator open and closed and view the fluid
level to verify where the low position is. Be sure to tighten the fill port plug securely.

CAUTION
Do not exceed this fluid level or fluid may squirt out of the relief valve.

5.2 Remote Mounting the HandPump


The handpump is normally installed on the actuator with the fill port on top. When installed on a
valve in a pipeline, the fill port must remain on top regardless of the angle of the valve in the pipeline.
This may require the handpump to be reinstalled in the field.
The handpump can be remote mounted on an adjacent structure. The optimum position is close to
and above the actuator. If the handpump is located below the actuator, both speed control valves
must be completely closed before removing the reservoir fill plug to check the fluid level. This will
prevent hydraulic fluid from draining out of the actuator. Reset both speed controls after the fill plug
is reinstalled.

Manual HandPump Hydraulic Override 13


Section 6: Integral Proximity Switch Mounting Installation, Operation and Maintenance Manual
October 2019 MAN-03-04-103-0738-EN Rev. 0

Section 6: Integral Proximity


Switch Mounting
(Only with Prox Prep Factory Ordered Option)
A. Remove plastic plugs from proximity ports located on the back of the
actuator housing.
B. Insert switch and turn clockwise until switch touches ferrous activator on yoke, then back
off approximately 1/16” (1.6 mm).
C. Test switch by stroking actuator and verifying make and break of switch.
D. Repeat procedure for second switch if required.

14 Integral Proximity Switch Mounting


Installation, Operation and Maintenance Manual Section 7: Spring Conversion to change Operating Pressure
MAN-03-04-103-0738-EN Rev. 0 October 2019

Section 7: Spring Conversion to change


Operating Pressure
All spring packs except the 40 psi (2.8 bar) consist of an inner and outer spring. The 40 psi (2.8 bar) spring
pack uses an outer spring only. Various spring packages are available upon request from the factory.

CAUTION
Before attempting spring conversions always be sure that spring is in the ‘failed’ or extended
position. Remove any accessory equipment that may cause the spring to be cocked
(e.g.: declutchable override, jackscrew override, etc.).

A. Back off adjustable travel stop on end of actuator opposite spring end. This will allow
maximum spring extension inside the actuator.
(Models S003 and B-006 only)
B. Remove tie rod bolts (41). Back off piston bolt (33) until spring is fully relaxed and piston
(25) is free.
C. Remove 80 psi (5.5 bar) spring package and replace with desired spring package.
D. Re-assemble piston, cylinder, endcap and tie rods, being sure to follow the tie rod
tightening sequence (Figure 5A). Do not over tighten bolts. Refer to Assembly Torque
Requirements Chart (Table 2).
(All models except S-003 and B-006)
A. Alternately and uniformly remove bolts (51) from hollow tie rods. Back off each bolt
approximately 1/4” (6.4 mm), following the tie rod sequence (Figure 5A). Repeat the
sequence until spring(s) is/are totally relaxed and endcap is free.
B. Remove 80 psi (5.5 bar) spring package and replace with desired spring package.
C. Re-assembly endcap with bolts (51). Use reverse procedure as shown in step B, being sure
to follow the tie rod tightening sequence (Figure 5A). Be sure each hollow tie rod slides
into the counterbore in endcap. Do not over tighten bolts. Refer to Assembly Torque
Requirement Chart (Table 2).
D. Remove nameplate from actuator and stamp or etch correct spring pressure
rating accordingly.

Spring Conversion to change Operating Pressure 15


Section 8: Failure Mode Change Installation, Operation and Maintenance Manual
October 2019 MAN-03-04-103-0738-EN Rev. 0

Section 8: Failure Mode Change -


Spring Return
(Models 003-100) Symmetric Yoke Actuators Only
Conversion from 'fail close' to 'fail open' is accomplished by flipping the actuator over
(i.e. left to right). The top and bottom of the center housing have identical mounting flanges and
output shaft dimensions. Remove the vinyl pointer and indicator plate and mount them on opposite
side of actuator.
(Models 023-7114) Canted and Symmetric Yoke Actuators (Except Noted Above)
Conversion requires removal of the spring cylinder assembly and reinstallation on the
other side of the housing. It is recommended that fail open and fail closed be ordered
from the factory.

16 Failure Mode Change


Installation, Operation and Maintenance Manual Section 9: Removal of Actuator from Valve
MAN-03-04-103-0738-EN Rev. 0 October 2019

Section 9: Removal of Actuator from Valve


CAUTION
Do not attempt to remove mounting bolts between actuator and valve until supply pressure has been
disconnected and vented. If spring return, be sure that valve is completely in failed position. If valve
is frozen in a position causing the spring to be cocked, removal of bracket bolts would allow spring to
stroke, resulting in the actuator rotating over bracket causing possible injury or damage.

A. Loosen bracket to actuator bolts to hand tight position.


B. Physically shift actuator back and forth to be sure there is no strain (or shear stress) on the
bracket bolts. Once it has been determined that there is no pressure or spring coil remaining
in the actuator, remove bolts and remove actuator and coupling from valve.
C. In the event the valve is frozen or locked in place, resulting in spring energy remaining in the
actuator, replace adjusting screw (37) on end of actuator opposite spring end with length
of ‘all thread’ rod of sufficient length and turn clockwise until it contacts the piston. This
procedure will safely secure the piston and spring assembly and allow actuator removal.
Be sure to remove "all thread" rod prior to actuator disassembly.

Removal of Actuator from Valve 17


Section 10: Disassembly Installation, Operation and Maintenance Manual
October 2019 MAN-03-04-103-0738-EN Rev. 0

Section 10: Disassembly


10.1 Disassembly of Symmetric Yoke Actuators
A. Remove endcap(s) (27); tie rods (41) and cylinder (24). Remove rod cover (28)
if applicable.
B. Remove piston bolts (33) and pistons (25) and springs if applicable (55 and 56).
C. Remove adaptor (26) and piston rod seals (29).
Note: S-003, B-006 and B-015 have one piece cast housing/adaptor.
D. Remove housing cover (18), pointer (16) and position indicator
(where applicable) (13).
(Models 003-100)
E. Disengage yoke (2) from roller bearing assembly by pulling piston rod to extreme right, as in
Figure 5, and swing yoke mechanism clear of roller bearing as in Figure 6.
F. Rotate piston rod 90° to allow access to retaining ring (11) as shown in Figure 7.
G. Remove retaining ring and bearing (10). Then rotate piston rod (4) 180° and remove the
bearing and thrust pin assembly.
H. Remove piston rod (4) and piston rod bushings (7).
I. Remove plug (12) from back of housing.
J. Using a punch or suitable dowel pin, insert through clearance hole and press yoke pin (6) out.
K. Remove retaining ring (8) from output shaft. Remove output shaft and yoke.
L. Remove bushings (5) from housing.
(Models 135, 270-1150)
E. Disengage yoke (2) from roller bearing assembly by pulling piston rod (4) to extreme right,
as in Figure 5, and swing yoke (2) clear of roller bearing (10) assembly. See Figure 6.
F. Rotate piston rod (4) 90° to allow access to retaining ring (11) as shown in Figure 7.
G. Remove the thrust pin retaining rings (11) and withdraw the roller bearings (10), and
thrust pin (9).
H. Remove piston rod (4) and piston rod bushings (7).
I. Remove retaining rings (8) and (12b) on both ends of output shaft.
J. Remove thrust plate (13b) and thrust washers (22) from the output shaft (3).
K. Position the yoke (2) in the fully clockwise position (viewed from the thrust plate [13b] side).
L. Using a soft hammer, drive output shaft (3) out through top of housing (1).
M. Withdraw yoke (2) from housing (1).
N. Remove the output shaft bushings (5) from the housing (1).

18 Disassembly
Installation, Operation and Maintenance Manual Section 10: Disassembly
MAN-03-04-103-0738-EN Rev. 0 October 2019

(Models 1480, 1929, 1930, 2380)


E. Remove the pointer (16) and accessory drive (13) from the actuator by removing the screw
(14) from inside the yoke (2) bore.
F. Remove all cover bolts (19). Three of these bolts occupy "jack bolts" holes and are threaded
into the cover (18). Screw three long cover bolts into these "jack bolt" holes and turn them
sequentially 1/2 turn at a time to pry the cover off. See Figure 6A.
G. Remove the thrust pin access plug (12). (Figure 5A)
H. Push the yoke (2) using the piston rod (4) until the thrust pin (9) is centered over the thrust
pin access hole (See Figure 5A). Remove the upper thrust pin retaining ring (11) from the
thrust pin (9) (Figure 7A).
I. Push the thrust pin (9) and lower retaining ring (11) out through the thrust pin access hole
allowing the slide blocks (10) to fall free. Remove the slide blocks (10).
J. Remove the piston rod (4), piston rod bushings (7), yoke (2). Remove yoke bearings (5),
and yoke seals (48) from the housing (1) and cover (18). Remove the upper and lower vent
valves (22) from the back of the housing.
(Models 1485, 1934, 2935, 2385-7114)
D. Remove adaptor spacer (26a) (installed on models 1485-2385 only, see Figure 7B).
E. Remove cap (15) by removing the cap bolts (15a),
F. Remove all cover bolts (19) and cover (18). Three of these bolts occupy 'jack bolt' holes and
are threaded into the cover (18). Screw three long cover bolts into these 'jack bolt' holes and
turn them sequentially 1/2 turn at a time to pry the cover off. See Figure 6B.
K. Swing the yoke (2) to one side to expose the guide block (3).
L. U nscrew the piston rod jam nuts (4b) and remove the piston rods (4 and 4a).
M. Remove the guide bar (8), guide block (3) and yoke (2).
N. Remove the yoke bearings (5).

Figure 5

Disassembly 19
Section 10: Disassembly Installation, Operation and Maintenance Manual
October 2019 MAN-03-04-103-0738-EN Rev. 0

Figure 6

Figure 7

10.2 Disassembly of Canted Yoke Actuators


Canted yoke actuators are disassembled the same way as the symmetric yoke actuators except for
the following additional instructions for specific models:
(Models 023-100)
These actuators are disassembled using the same procedure as the symmetric actuators. However,
the thrust pin (9) is removed from the housing (1) via access plugs on the upper and lower housing
mounting flanges.
(Models 135-1150)
A. Remove the pointer (16), pointer adaptor (13) and pry out the thrust plate seal (12)
(if fitted).
B. Remove the thrust plate (13b) and thrust washers (22) from the output shaft (3).
C. Position the yoke (2) in the fully clockwise position (viewed from the thrust plate [13b] side).
D. Using a soft hammer, drive output shaft (3) out through the thrust plate side of the housing
(1). This will drive out the upper output shaft bushing (5) and yoke key (6b).
E. Remove the piston rod bushings (7) from the housing (1).
F. Shift the yoke (2) around in the housing (1) so that the thrust pin (9) and roller bearing (10)
assembly can be moved out of the yoke slot. Remove the thrust pin retaining rings (11) and
withdraw the roller bearings (10), thrust pin (9), piston rod (4) and yoke (2).
G. Remove the lower output shaft bushing retaining ring (12b) and lower output shaft bushing (5).

20 Disassembly
Installation, Operation and Maintenance Manual Section 11: Assembly
MAN-03-04-103-0738-EN Rev. 0 October 2019

Section 11: Assembly


11.1 Assembly of Symmetric Yoke Actuators
(Models 003-100)
A. Insert piston rod bushings (7) and output shaft bushings (5) in housing.
(On models B-006 through 100 lube output shaft bushings O-rings (48) with
"Dow Corning #112" lubricant. Push one O-ring halfway on each bushing and install
bushings in housing.)
B. Place yoke (2) in position in housing. Lubricate with "WD-40" or similar lubricant and install
output shaft (3). (On models B-006 through 100, lube output shaft O-rings (42) with
"Dow Corning #112" lubricant. Install one O-ring on one end of output shaft and insert
through housing and yoke. Install second O-ring on opposite end of output shaft and push
output shaft back into housing.) Secure output shaft with retaining rings (8).
C. Lubricate and press yoke pin (6) into yoke and output shaft assembly from open side of
housing. Be sure pin is pressed flush in yoke to prevent interference with piston rod (4).
(Models 135, 270-1150)
A. Insert yoke key (6b) into output shaft (3).
B. Install yoke (2) in housing (1). Slide output shaft (3) through top of housing (1) into the yoke
(2). Install lubricated upper and lower bearings (5a).
C. Install lower thrust washer (22), thrust plate (13), upper thrust washer (22) retaining ring (8)
and thrust plate seal (12) (if fitted). Install lower bearing retaining ring (12b).
(Models 003-1150)
D. Lubricate with "WD40" and install piston rod (4) being careful not to scratch sealing surfaces
when sliding through yoke assembly.
E. Swing yoke clear toward left side of housing as shown in Figure 7.
F. Sub-assemble thrust pin (9) with one roller bearing (10) and one retaining ring (11).
Pre-lubricate sub-assembly with high temperature grease such as "Whitmore’s Omnitemp II".
G. Install roller bearing sub-assembly per Figure 7. Rotate piston rod 180° and assemble
second roller bearing and retaining ring. Place ample amount of high temperature grease
on roller bearing and inside wear area of yoke.
H. Engage roller bearing in yoke assembly as shown in Figure 5, 6, and 7.
I. Install plug (12) in back of housing if applicable. Use "Loctite 222 Thread Locker".

Assembly 21
Section 11: Assembly Installation, Operation and Maintenance Manual
October 2019 MAN-03-04-103-0738-EN Rev. 0

Figure 5A

Thrust pin
access

Figure 6A
Jack bolts

Figure 7A
Yoke Slide block and
thrust pin

Figure 6B
Jack bolt

Jack bolt Jack bolt

22 Assembly
Installation, Operation and Maintenance Manual Section 11: Assembly
MAN-03-04-103-0738-EN Rev. 0 October 2019

(Models 1480-2380)
A. Install yoke seals (42) using o-ring lube and yoke bearings (5) using WD-40 into the cover
(18) and housing (1).
B. Inspect the housing upper and lower vent passages and clear any blockage. Install new vent
valves (22).
C. Lubricate the bearing surfaces of the yoke (2) with WD-40 and install the yoke (2) in the
housing (1). Install the yoke with the marking and the pointer drive bar visible through the
cover hole.
D. Install the piston rod bushings (7) and the piston rod (4).
E. Install the lower retaining ring (11) on the thrust pin (9) and lubricate the pin with
Whitmore grease. Lubricate the slide blocks (10) with Whitmore grease inside and out and
position them in the yoke (2) slots. Insert the thrust pin (9) through the thrust pin access
hole (Figure 5) and slide it through the lower slide block (10), piston rod (4), and upper slide
block (10). Install the upper retaining ring (11) on the thrust pin (9).
F. Place joint compound on the sealing surface of the cover (18), install the cover on the
housing (1), and torque the cover bolts (19) to 30 ft-lb. Install the short cover bolts (19)
into the jack bolt holes of the cover (18).
(Models 1485-7114)
A. Install new guide bar bearing (6a) and thrust pin bearings (6b) in the guide block (3).
B. I nstall new yoke bearings (5) and thrust bearings (6) in housing (1) and cover (18).Position
the bearing seal (10) in the yoke bearings (5) toward the inside of the housing (1).
C. Use Valvoline multi-purpose grease /GM (or equal)to lubricate all bearings including a
generous amount on the thrust bearings (6).
D. Insert the yoke (2) into the housing (1).
E. Insert the guide block (3) into the housing (1) and slide the guide bar (8) through the
housing (1) and through the guide block. Install the guide bar seals (12), lubricate the seals
with grease, and then finish sliding the guide bar into the housing.
F. Install the piston rod bearings (7) in the housing (1).
G. Install the jam nuts (4b) on the piston rods (4) and (4a) and install the piston rods. Symmetric
yoke piston rods are equal length and can be installed on either side. See Figure 7C.
H. Swing the yoke (2) over the guide block (3) and install the thrust pin (9).
I. Insert a bead of Dow Corning 732 silicone sealant on the cover (18) sealing surface and
install the cover (18) on the housing (1) torquing the bolts to 6 ft-lb (8 Nm).
J. Install the cap seal (12a) and cap (15).

Assembly 23
Section 11: Assembly Installation, Operation and Maintenance Manual
October 2019 MAN-03-04-103-0738-EN Rev. 0

(Cylinder and Rod Cover Assembly - All Models)


A. Assemble bolt (33) on end of piston rod before installing rod cover when rod cover
is required.
B. Install rod cover (28) if applicable. Actuators utilizing one piston only require a rod cover.
Bolt rod cover and gasket in place with socket head screws (39).
Use “Locktite 222 Thread Locker.”
C. For models 1485 – 3072 install the piston rod spacer plate.
D. Assemble piston rod o-ring (29) on piston rod. Lubricate o-ring with
"Dow Corning #112" lubricant.

Figure 7B

CANTED YOKE ACTUATOR SYMMETRIC YOKE ACTUATOR

Figure 7C

Curved arm
of yoke

Short Dimension Long Dimension Equal Dimension Equal Dimension

Canted Yoke Actuator Symmetric Yoke Actuator


Open Position - Top view Open Position - Top view

1. The canted yoke piston rod is not symmetrical, it must be positioned as shown. The
symmetrical yoke piston rod can be installed either way.
2. Canted yoke must be installed oriented as shown.

24 Assembly
Installation, Operation and Maintenance Manual Section 11: Assembly
MAN-03-04-103-0738-EN Rev. 0 October 2019

Table 2. Assembly Torque Requirements (Nm)


Model Adaptor Piston Tie Rod Tie Rod Bolt
Number Bolt (44) Bolt (33) (41) Spring Side (51)
003 N/A 20.3 13.6 N/A
B-006 N/A 20.3 20.3 N/A
015 N/A 20.3 40.7 33.9
s-006, 012 20.3 20.3 20.3 13.6
023 thru 100 40.7 54.2 40.7 33.9
135, 270 203.4 203.4 203.4 135.6
344 203.4 203.4 339.0 135.6
345 203.4 203.4 203.4 339.0
210, 420 203.4 203.4 339.0 339.0
370, 575 thru 2380 339.0 339.0 339.0 339.0

A. Assemble adaptor (26) to housing using gasket (32) between adaptor and housing. If
actuator is spring return model be sure to insert long tie rod bolts (51) with washer into
adaptor prior to bolting adaptor to housing. Secure the adaptor (26) using hex head bolts
(44) with stato-seals (45). Use “Locktite 222 Removable Thread Locker” on the bolts.
Uniformly tighten referring to Assembly Torque Requirement (Figure 8 and Table 2) for
proper bolt torque.
B. Lubricate piston bolt o-ring (30) with "Dow Corning #112" lubricant and put on piston rod.
Assemble piston (25) to piston rod with bolt (33) and lock washer (34). Use "Locktite 262
Permanent Thread Locker"on bolt threads. Rotate piston before tightening piston bolt to
ensure proper seating of o-ring.
C. Install cylinder gasket or lubricated o-ring (46) in adaptor groove.
D. Lubricate piston seal (31) with "Dow Corning #112" lubricant and install on piston.
E. Lubricate piston bearing (35) and cylinder (24) with "Dow Corning #112" lubricant. Hold piston
bearing (35) in place on piston (25) and slide cylinder (24) over piston and bearing until cylinder
is in contact with gasket / o-ring (46) in adaptor groove. On spring return models substitute one
cylinder (24) with cylinder (49) on spring side.
F. Assemble tie rods (41) on adaptor.
G. Insert cylinder gasket / o-ring (46) in endcap (27) groove and place endcap over tie rods
(41) and on cylinder (24).
H. Assemble lock washers (43) and hex nuts (HP Models) on tie rods and uniformly tighten. Do not
exceed torque values shown in Assembly Torque Requirement Table (Figure 8 and Table 2).

Assembly 25
Section 11: Assembly Installation, Operation and Maintenance Manual
October 2019 MAN-03-04-103-0738-EN Rev. 0

11.2 Spring-Return Only


(Models S-003 and B-006 only)
I. Place cylinder gasket / O-ring (46) in endcap (54).
J. Place springs in adaptor, being sure to nest in contours. Mount piston (25) over springs
and fasten with piston bolt (33) and lock washer (34). Do not over tighten bolts. Refer to
Assembly torque requirements chart (Table 2).
All Models (except S-003 and B-006)
K. On spring return models; hollow tie rods (50) must be screwed onto long bolts (51)
protruding from adaptor (26).
L. Place cylinder gasket / o-ring (46) in endcap (54). Insert long bolts (51) with flat washer (53)
in endcap.
M. Place spring(s) in cylinder, being sure to nest in piston contours. Mount endcap over
extended spring(s) and fasten to hollow tie rods (50) with bolts (51).
To prevent galling, lubricate bolts (51) with "Whitmore’s Omnitemp II" grease or equal.
Alternately and uniformly tighten bolts (51) in hollow tie rods. Tighten each bolt
approximately 1/4” – 1/2” following the sequence shown in Tie Rod Tightening Sequence
(Figure 8) until spring is completely compressed. Be sure that each hollow tie rod slides
into the counterbore in the endcap. Do not over tighten bolts. Refer to Assembly Torque
Requirements Table (Figure 8 and Table 2).
All Models
N. Install position indicator (13) and pointer (16), where applicable. Assemble adjusting screws
(37), thread seals (36) and jam nuts (38). Lubricate the rubber face of the thread seal with
Dow Corning #112 lubricant and install finger tight against the endcap. Tighten the seal
approximately one turn so that the rubber begins to bulge beyond the metal portion of the seal.
O. Stoke actuator with rated supply air and check for leaks. The thread seal may be tightened
up to one additional turn if there is any leakage at the adjusting bolt.
P. Testing: Operate the actuator at rated pressure a minimum of 5 strokes under load while
checking for smooth operation. Check the actuator for leaks using a leak detector spray
solution. If the actuator does not operate smoothly or if it hesitates midstroke, contact
Engineering for assistance.

Figure 8 Tie Rod Tightening Sequence

1
1 3
5 4

3 6
4 2
2

26 Assembly
Installation, Operation and Maintenance Manual Section 11: Assembly
MAN-03-04-103-0738-EN Rev. 0 October 2019

11.3 Assembly of Canted Yoke Actuators


Canted yoke actuators are assembled the same way as the symmetric yoke actuators except for the
following additional instructions for specific models.
Canted yoke actuators have a non-symmetrical piston rod as well as a non-symmetrical
yoke. It is important to orient the piston rod with the longer dimension in relation to the
yoke as shown in Figure 7C. Note that the finished housing assembly is used for both fail
open and fail closed actuators.
(Models 135-1150)
A. Insert the yoke (2) into the housing (1) and position the yoke in the fully clockwise position
(viewed from the thrust plate [13b] side).
B. Insert the piston rod (4) correctly oriented with the longer dimension as shown in Figure 7C.
C. Install the thrust pin (9) and roller bearings (10) using generous amounts of Whitmore
Omnitemp grease and install both pin retaining rings (11).
D. Shift the yoke (2) and piston rod (4) so that the thrust pin (11) and roller bearing (10)
assembly can be inserted into the yoke slot. The absence of the piston rod bushings (7) and
output shaft bushings (5) allows just enough room for this process.
E. Insert the lower output shaft bushing (5) and retaining ring (12b). This bushing must have a
press fit. The integral seal o-ring must be oriented toward the yoke.
F. Insert the yoke key (6b) into the output shaft (3), then insert the output shaft into the
housing (1) and yoke(2) and lower output shaft bushing (5).
G. Install the upper output shaft bushing (5) over the output shaft and into the housing (5).
The bearing must have a press fit. The integral seal o-ring must be oriented toward the yoke.
H. Install output shaft thrust washer (22), thrust plate gasket(13b) thrust plate (13b), thrust
washer (22) and retaining ring (8).
I. Install Pointer adaptor (13) using two socket head cap screws.
J. Install the thrust plate seal (12), pointer (16) and pointer washer (21).

(Models 1485-7114)
Assembly for these canted yoke actuator models is identical to the symmetric yoke models.
However, the yoke (2) must be oriented as shown in Figure 7B. The left and right piston rods are
different lengths. Refer to Figure 7C to assure the correct orientation.

Assembly 27
Section 12: Operating Instructions Installation, Operation and Maintenance Manual
October 2019 MAN-03-04-103-0738-EN Rev. 0

Section 12: Operating Instructions


Operate the actuator in accordance with the pressure and temperature limits specified on the
nameplate. See the appropriate Bettis Catalog for technical information.

28 Operating Instructions
Installation, Operation and Maintenance Manual Section 13: Important Safeguards
MAN-03-04-103-0738-EN Rev. 0 October 2019

Section 13: Important Safeguards


CAUTION: TO REDUCE THE RISK OF INJURY
• Read the entire Operation and maintenance Instruction manual before installing,
operating, or servicing this actuator.
• Inspect the actuator regularly for signs of corrosion and repair immediately.
• Always remove pressure and disconnect power supply before servicing the actuator.
• Keep hands and feet clear of an actuator that is in service.
• Do not disassemble the actuator without reviewing the disassembly procedure in this manual
first. This is particularly important that the proper procedure be followed to avoid injury from
internal spring power.
• Before attempting to remove an actuator from the equipment it is assembled to, always be
sure that spring is in the “failed” or extended position. Remove any accessory equipment that
may cause the spring to be cocked. If there is any doubt that the actuator is in the “failed”
position, remove the air pressure from the actuator and install a long threaded bolt
(a bolt that exceeds the length of the cylinder) in place of both travel stops. Once the actuator
has been removed from the equipment the long bolts must be removed first before the
actuator can be disassembled.
• Repair or replace a damaged actuator immediately.
• Inspect the vent valves on models 1480 – 2380 during regular maintenance periods.
The valves should allow leaking fluids to escape but prevent contaminates from the
surrounding atmosphere from entering the actuator. Fluid leaking from the lower valve
indicates a valve stem seal leak. Fluid leaking from the upper valve indicates a leaking cylinder
seal. If leakage is observed from either valve disassemble and repair the source immediately.
Never replace the vent valves with plugs.
• Operate the actuators within the pressure and temperature ranges specified on the
nameplate. Otherwise the actuator life may be reduced or serious safety hazards may develop.

Important Safeguards 29
Section 14: Additional Safety Instructions Installation, Operation and Maintenance Manual
October 2019 MAN-03-04-103-0738-EN Rev. 0

Section 14: Additional Safety Instructions


for Actuators used in a
Potentially Explosive Atmosphere
under ATEX 2014/34/EU
14.1 Marking
• ATEX 2014/34/EU, Ex II 2G Ex h IIc T4 Gb

14.2 Selection
• Ensure that the equipment is marked with the correct equipment group, category and type
of atmosphere for the application and that the safety instructions are followed for each item
of the equipment.
• In particular, all items included in an actuator package, including valve, actuator and all
accessories should be CE marked to ATEX in the appropriate and / or requested category.

14.3 Installation
• The installer must only use tooling appropriate to the working area, see EN 1127-1 Annex A.
• Installation must be carried out at ambient temperature.
• During installation ensure that no metallic shocks / impacts are made to the equipment or
the adjacent piping.
• Ensure that the equipment is suitably earthed (grounded) through the pipe or individually.
• The installer should thoroughly follow the operating and safety instructions provided for
each individual item of equipment.
• When the valve is to handle hot fluids or fluids where exothermic reactions may take place,
the end user must take al the necessary measures to ensure that the hot surface of the valve
cannot provide a source of ignition to the surrounding gas, vapour, mist or dust atmosphere.
• Before putting into use or during operation with a dangerous fluid, ensure that no release of
the fluid to atmosphere can take place.

14.4 Maintenance
• The operator shall ensure that maintenance and testing activities are carried out by
competent personnel.
• The operator must ensure that only personnel qualified to work in a potentially hazardous area
are allowed to carry out maintenance appropriate to the category of the equipment in use.
• The end user must ensure that only tooling appropriate to the working area is used,
see EN 1127-1 Annex A.
• All equipment must only be fitted with manufacturer’s original spare parts.

30 Additional Safety Instructions


Installation, Operation and Maintenance Manual Section 15: Additional Safety Instructions
MAN-03-04-103-0738-EN Rev. 0 October 2019

Section 15: Additional Safety Instructions


for Actuators used in
Emergency Shut-down Service
or IEC 61508 safety integrity
level (SIL) Compliant Installations
1. The actuator will move a valve to the designated safe position per the actuator design
within the specified safety time.
2. The actuator has met the systematic requirements for SIL-3.
3. The actuator is a Type A device with a hardware fault tolerance (HFT) = 0.
4. If the automated partial valve stroke test (PVST) diagnostics is used, the diagnostics time is
the PVST test interval.
5. Customer is required to confirm the actuator is operated within the listed temperature
limitations shown on page 1.
6. Customers may voluntarily register their actuator by contacting Bettis Actuator sales
department.
7. Actuators should be inspected for proper functioning and signs of deterioration every 100,000
cycles or annually (whichever comes first) under normal operating conditions. Inspect more
frequently under severe operating conditions Defects should be repaired promptly.
8. Normal operating conditions are: Air Quality within ANSI/ISA-7.0.01 standards; operating
temperature and pressures consistent with the actuator nameplate and catalog limits;
environment free from excessive particulates; operating environment consistent with
the actuator materials of construction. Under these conditions, actuator life can exceed a
million cycles.
9. The recommended minimum operating interval is six months and a partial stroke is
acceptable to confirm that the installation is functioning.
10. When an actuator has been repaired or any maintenance is performed, check the actuator
for proper function (proof testing). Any failures effecting functional safety should be
reported to the Pelham facility.
11. IEC 61508 (SIL) installations should consult the Emerson factory to obtain the assessment
and FMEDA report, which include failure data, PFDAVG, and other associated statistical
data to establish or satisfy SIL level or requirements. This information is available in report
MOR 12\04-064 R001 V1 R1 FMEDA.
12. Proof testing of the actuator shall be performed on the interval determined per IEC 61508 /
IEC 61511 requirements. A suggested proof test is included in report MOR 12\04-064 R001 V1
R1 FMEDA. No special tools are needed. The report includes the achieved proof test coverage.
13. Service and maintenance on actuators shall only be performed by personnel trained in
Safety Integrity Systems (SIS) operations and in the repair and maintenance procedure for
Bettis actuators.

Additional Safety Instructions 31


©2019 Biffi. All rights reserved.
Biffi Italia s.r.l.
Strada Biffi 165 The contents of this publication are presented for information purposes only,
29017 Fiorenzuola d’Arda (PC) and while every effort has been made to ensure their accuracy, they are not
Italy to be construed as warranties or guarantees, express or implied, regarding
T +39 0523 944 411 the products or services described herein or their use or applicability. All sales
are governed by our terms and conditions, which are available on request.
For complete list of sales and manufacturing sites, please visit We reserve the right to modify or improve the designs or specifications of our
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