Part-turn actuators

SG 05.1 – SG 12.1/SGR 05.1 – SGR 12.1

AUMA NORM (without controls)

Operation instructions Assembly, operation, commissioning

 SG 05.1 – SG 12.1/SGR 05.1 – SGR 12.1
Table of contents

Read operation instructions first.

● Observe safety instructions.
● These operation instructions are part of the product.
● Preserve operation instructions during product life.
● Pass on instructions to any subsequent user or owner of the product.

Purpose of the document:

This document contains information for installation, commissioning, operation and maintenance staff. It is intended
to support device installation and commissioning.

Table of contents Page

1. Safety instructions................................................................................................................. 4
1.1. Basic information on safety 4
1.2. Range of application 4
1.3. Applications in Ex zone 22 (option) 5
1.4. Warnings and notes 5
1.5. References and symbols 6
2. Identification........................................................................................................................... 7
2.1. Name plate 7
2.2. Short description 7
3. Transport, storage and packaging........................................................................................ 8
3.1. Transport 8
3.2. Storage 8
3.3. Packaging 8
4. Assembly................................................................................................................................ 9
4.1. Mounting position 9
4.2. Ball handle: fit to handwheel 9
4.3. Part-turn actuator to valve: mount 9
4.3.1 Coupling 10
5. Electrical connection............................................................................................................. 12
5.1. Basic information 12
5.2. Connection with AUMA plug/socket connector 13
5.2.1 Terminal compartment: open 13
5.2.2 Cable connection 14
5.2.3 Terminal compartment: close 16
5.3. Accessories for electrical connection 16
5.3.1 Parking frame 16
5.3.2 Protection cover 17
5.3.3 Double sealed intermediate frame 17
6. Operation................................................................................................................................ 18
6.1. Manual operation 18
6.1.1 Manual operation: engage 18
6.1.2 Manual operation: disengage 18
6.2. Motor operation 18
7. Indications.............................................................................................................................. 19
7.1. Mechanical position indicator/running indication 19

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SG 05.1 – SG 12.1/SGR 05.1 – SGR 12.1
Table of contents

8. Signals..................................................................................................................................... 20
8.1. Feedback signals from actuator 20
9. Commissioning...................................................................................................................... 21
9.1. End stops in part-turn actuator 21
9.1.1 End stop CLOSED: set 21
9.1.2 End stop OPEN: set 22
9.2. Swing angle 22
9.2.1 Swing angle: modify 23
9.3. Switch compartment: open 23
9.4. Torque switching: set 24
9.5. Limit switching: set 25
9.5.1 End position CLOSED (black section): set 25
9.5.2 End position OPEN (white section): set 26
9.6. Intermediate positions: set 26
9.6.1 Running direction CLOSE (black section): set 27
9.6.2 Running direction OPEN (white section): set 27
9.7. Test run 27
9.7.1 Direction of rotation: check 27
9.7.2 Limit switching: check 28
9.8. Potentiometer setting 28
9.9. Electronic position transmitter RWG: set 29
9.10. Mechanical position indicator: set 30
9.11. Switch compartment: close 30
9.12. Operating time: set 31
10. Corrective action.................................................................................................................... 32
10.1. Faults during commissioning 32
10.2. Motor protection (thermal monitoring) 32
11. Servicing and maintenance................................................................................................... 33
11.1. Preventive measures for servicing and safe operation 33
11.2. Maintenance 33
11.3. Disposal and recycling 33
12. Technical data......................................................................................................................... 34
12.1. Features and functions of actuator 34
12.2. Service conditions 35
12.3. Further information 36
13. Spare parts............................................................................................................................. 37
13.1. Part-turn actuators SG 05.1 – SG 12.1/SGR 05.1 – SGR 12.1 37
14. Certificates.............................................................................................................................. 39
14.1. Declaration of Incorporation and EC Declaration of Conformity 39
15. Index........................................................................................................................................ 40
Addresses............................................................................................................................... 41

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 SG 05.1 – SG 12.1/SGR 05.1 – SGR 12.1
Safety instructions

1. Safety instructions
1.1 Basic information on safety
Standards/directives AUMA products are designed and manufactured in compliance with recognised
standards and directives. This is certified in a Declaration of Incorporation and an
EC Declaration of Conformity.
The end user or the contractor must ensure that all legal requirements, directives,
guidelines, national regulations and recommendations with respect to assembly,
electrical connection, commissioning and operation are met at the place of installation.

Safety instructions/war- All personnel working with this device must be familiar with the safety and warning
nings instructions in this manual and observe the instructions given. Safety instructions
and warning signs on the device must be observed to avoid personal injury or property
damage.

Qualification of staff Assembly, electrical connection, commissioning, operation, and maintenance must
be carried out exclusively by suitably qualified personnel having been authorised by
the end user or contractor of the plant only.
Prior to working on this product, the staff must have thoroughly read and understood
these instructions and, furthermore, know and observe officially recognised rules
regarding occupational health and safety.

Commissioning Prior to commissioning, it is important to check that all settings meet the requirements
of the application. Incorrect settings might present a danger to the application, e.g.
cause damage to the valve or the installation. The manufacturer will not be held
liable for any consequential damage. Such risk lies entirely with the user.

Operation Prerequisites for safe and smooth operation:

● Correct transport, proper storage, mounting and installation, as well as careful
commissioning.
● Only operate the device if it is in perfect condition while observing these instruc-
tions.
● Immediately report any faults and damage and allow for corrective measures.
● Observe recognised rules for occupational health and safety.
● Observe the national regulations.
● During operation, the housing warms up and surface temperatures > 60 °C may
occur. To prevent possible burns, we recommend checking the surface tempe-
rature using an appropriate thermometer and wearing protective gloves, if re-
quired, prior to working on the device.
Protective measures The end user or the contractor are responsible for implementing required protective
measures on site, such as enclosures, barriers, or personal protective equipment
for the staff.

Maintenance To ensure safe device operation, the maintenance instructions included in this manual
must be observed.
Any device modification requires prior consent of the manufacturer.
1.2 Range of application
AUMA part-turn actuators are designed for the operation of industrial valves, e.g.
butterfly valves and ball valves.
Other applications require explicit (written) confirmation by the manufacturer.

The following applications are not permitted, e.g.:

● Industrial trucks according to EN ISO 3691
● Lifting appliances according to EN 14502
● Passenger lifts according to DIN 15306 and 15309
● Service lifts according to EN 81-1/A1

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SG 05.1 – SG 12.1/SGR 05.1 – SGR 12.1
Safety instructions

● Escalators
● Continuous duty
● Buried service
● Permanent submersion (observe enclosure protection)
● Potentially explosive areas, with the exception of zone 22
● Radiation exposed areas in nuclear power plants
No liability can be assumed for inappropriate or unintended use.
Observance of these operation instructions is considered as part of the device's
designated use.
Information These operation instructions are only valid for the "clockwise closing" standard
version, i.e. driven shaft turns clockwise to close the valve.
1.3 Applications in Ex zone 22 (option)

Actuators of the indicated series basically meet the requirements for applications in
dust hazardous locations of ZONE 22 in compliance with the ATEX directive 94/9/EC.
The actuators are designed to meet enclosure protection IP 67 or IP 68 and fulfil the
requirements of EN 50281-1-1:1998 section 6 - Electrical apparatus for use in
presence of combustible dust, requirements for category 3 electrical equipment -
protected by enclosures.
To comply with all requirements of EN 50281-1-1:1998, it is imperative that the
following points are observed:
● In compliance with the ATEX directive 94/9/EC, the actuators must be equipped
with an additional identification – II3D IP6X T150 °C.
● The maximum surface temperature of the actuators, based on an ambient
temperature of +40 °C in accordance with EN 50281-1-1 section 10.4, is +150
°C. In accordance with section 10.4, an increased dust deposit on the equipment
was not considered for the determination of the maximum surface temperature.
● The correct connection of the thermoswitches or the PTC thermistors as well
as fulfilling the requirements of the duty type and the technical data are prere-
quisites for compliance with the maximum surface temperature of devices.
● The connection plug may only be plugged in or pulled out when device is dis-
connected from the mains.
● The cable glands used also have to meet the requirements of category II3 D
and must at least comply with enclosure protection IP 67.
● The actuators must be connected by means of an external ground connection
(accessory part) to the potential compensation or integrated into an earthed
piping system.
● As a general rule, the requirements of EN 50281-1-1 must be respected in dust
hazardous locations. During commissioning, service, and maintenance, special
care as well as qualified and trained personnel are required for the safe opera-
tion of actuators.
1.4 Warnings and notes

The following warnings draw special attention to safety-relevant procedures in these

operation instructions, each marked by the appropriate signal word (DANGER,
WARNING, CAUTION, NOTICE).

Indicates an imminently hazardous situation with a high level of risk. Failure

to observe this warning could result in death or serious injury.

Indicates a potentially hazardous situation with a medium level of risk. Failure

to observe this warning could result in death or serious injury.

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 SG 05.1 – SG 12.1/SGR 05.1 – SGR 12.1
Safety instructions

Indicates a potentially hazardous situation with a low level of risk. Failure to

observe this warning may result in minor or moderate injury. May also be used
with property damage.

Potentially hazardous situation. Failure to observe this warning may result in

property damage. Is not used for personal injury.

Arrangement and typographic structure of the warnings

Type of hazard and respective source!

Potential consequence(s) in case of non-observance (option)
→ Measures to avoid the danger
→ Further measure(s)

Safety alert symbol warns of a potential personal injury hazard.

The signal word (here: DANGER) indicates the level of hazard.
1.5 References and symbols

The following references and symbols are used in these instructions:

Information The term Information preceding the text indicates important notes and information.

Symbol for CLOSED (valve closed)

Symbol for OPEN (valve open)
Important information before the next step. This symbol indicates what is required
for the next step or what has to be prepared or observed.
<> Reference to other sections
Terms in brackets shown above refer to other sections of the document which provide
further information on this topic. These terms are either listed in the index, a heading
or in the table of contents and may quickly be found.

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SG 05.1 – SG 12.1/SGR 05.1 – SGR 12.1
Identification

2. Identification
2.1 Name plate
Each device component (actuator, motor) is equipped with a name plate.
Figure 1: Arrangement of name plates

[1] Motor name plate

[2] Actuator name plate
[3] Additional plate, e.g. KKS plate (Power Plant Classification System) (Power
Plant Classification System)
Data for identification Figure 2: Actuator name plate

[1] Type and size of actuator

[2] Commission number
Type and size
These instructions apply to the following devices:
Part-turn actuators for open-close duty: SG 05.1, 07.1, 10.1, 12.1
Part-turn actuators for modulating duty: SGR 05.1, 07.1, 10.1, 12.1
Version: NORM (without actuator controls)
Commission number
An order-specific commission number is assigned to each device. This commission
number can be used to directly download the terminal plan, inspection records and
further information regarding the device from the Internet: http://www.auma.com.
2.2 Short description

Part-turn actuator Definition in compliance with EN ISO 5211:

A part-turn actuator is an actuator which transmits a torque to the valve for less than
one full revolution. It need not be capable of withstanding thrust.
AUMA part-turn actuators are driven by an electric motor. A handwheel is provided
for manual operation. Switching off in end positions may be either by limit or torque
seating. Controls are required to operate or process the actuator signals.
Actuators without controls can be equipped with AUMA controls at a later date. The
local controls are included in the AUMA controls. For enquiries and more information,
please state our commission no. (refer to actuator name plate).

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 SG 05.1 – SG 12.1/SGR 05.1 – SGR 12.1
Transport, storage and packaging

3. Transport, storage and packaging

3.1 Transport
For transport to place of installation, use sturdy packaging.

Hovering load!
Risk of death or serious injury.
→ Do NOT stand below hovering load.
→ Attach ropes or hooks for the purpose of lifting by hoist only to housing and NOT
to handwheel.
→ Actuators mounted on valves: Attach ropes or hooks for the purpose of lifting
by hoist to valve and NOT to actuator.
→ Actuators mounted to gearboxes: Attach ropes or hooks for the purpose of lifting
by hoist only to the gearbox using eyebolts and NOT to the actuator.
→ Actuators mounted to controls: Attach ropes or hooks for the purpose of lifting
by hoist only to the actuator and NOT to the controls.

3.2 Storage

Danger of corrosion due to inappropriate storage!

→ Store in a well-ventilated, dry room.
→ Protect against floor dampness by storage on a shelf or on a wooden pallet.
→ Cover to protect against dust and dirt.
→ Apply suitable corrosion protection agent to uncoated surfaces.

Long-term storage If the device must be stored for a long period (more than 6 months) the following
points must be observed in addition:
1. Prior to storage:
Protect uncoated surfaces, in particular the output drive parts and mounting
surface, with long-term corrosion protection agent.
2. At an interval of approx. 6 months:
Check for corrosion. If first signs of corrosion show, apply new corrosion protec-
tion.
3.3 Packaging
Our products are protected by special packaging for transport when leaving the
factory. The packaging consists of environmentally friendly materials which can easily
be separated and recycled. We use the following packaging materials: wood,
cardboard, paper, and PE foil. For the disposal of the packaging material, we
recommend recycling and collection centres.

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SG 05.1 – SG 12.1/SGR 05.1 – SGR 12.1
Assembly

4. Assembly

4.1 Mounting position

AUMA actuators can be operated without restriction in any mounting position.

4.2 Ball handle: fit to handwheel

To avoid damage during transport, the ball handle is fitted at the rear of the
handwheel.
Prior to commissioning, mount the ball handle into correct position:

1. Remove cap nut [1] and pull out ball handle [2].

2. Insert ball handle [2] in correct position and fasten with cap nut [1].

3. After ball handle fitting, remove label from handwheel.

4.3 Part-turn actuator to valve: mount

Danger of corrosion due to damage to paint finish and condensation!

→ Touch up damage to paint finish after work on the device.
→ After mounting, connect the device immediately to electrical mains to ensure
that heater prevents condensation.

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 SG 05.1 – SG 12.1/SGR 05.1 – SGR 12.1
Assembly

4.3.1 Coupling

Figure 5: Coupling fitting dimensions

[1] Coupling
[2] Valve shaft
[3] Grub screw
[4] Screw

Table 1: Coupling fitting dimensions

Type, size - mounting flange X max [mm] Y max [mm] Z max [mm]
SG/SGR 05.1-F05 9 – 60
SG/SGR 05.1-F07 9 – 60
SG/SGR 07.1-F07 9 – 60
SG/SGR 07.1-F10 24 – 75
SG/SGR 10.1-F10 15 9 77
SG/SGR 10.1-F12 32 – 97
SG/SGR 12.1-F12 25 – 100
SG/SGR 12.1-F14 45 – 120
SG/SGR 12.1-F16 57 – 132

1. Use handwheel to drive actuator to mechanical end stop.

Information: Assemble valve and actuator in the same end position.
- With butterfly valves: recommended mounting position is end position
CLOSED.
- With ball valves: recommended mounting position is end position OPEN.
2. Thoroughly degrease mounting faces of the mounting flange.
3. Apply a small quantity of grease to the valve shaft [2].
4. Place coupling [1] onto valve shaft [2] and secure against axial slipping by using
a grub screw, a circlip or a screw. Thereby, ensure that dimensions X, Y or Z
are observed (refer to figure and table <Coupling fitting dimensions>).
5. Apply non-acidic grease at splines of coupling.
6. Fit actuator.
Information: Ensure that the spigot (if provided) fits uniformly in the recess
and that the flanges are in complete contact.
7. If flange bores do not match thread:
7.1 Slightly rotate handwheel until bores line up.
7.2 If required, shift actuator position by one tooth on the coupling.

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SG 05.1 – SG 12.1/SGR 05.1 – SGR 12.1
Assembly

8. Fasten actuator with screws [4].

Information: We recommend glueing the screws using sealing material to avoid
contact corrosion.
→ Fasten screws [4] crosswise with a torque according to table:
Table 2: Tightening torques for screws
Screws Tightening torque TA [Nm]
Thread Strength class 8.8
M6 11
M8 25
M10 51
M12 87

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 SG 05.1 – SG 12.1/SGR 05.1 – SGR 12.1
Electrical connection

5. Electrical connection
5.1 Basic information

Danger due to incorrect electrical connection

Failure to observe this warning can result in death, serious injury, or property damage.
→ The electrical connection must be carried out exclusively by suitably qualified
personnel.
→ Prior to connection, observe basic information contained in this chapter.
→ After connection but prior to applying the voltage, observe the <Commissioning>
and <Test run> chapters.

Wiring diagram/terminal
The pertaining wiring diagram/terminal plan (in German and English language) is
plan attached to the device in a weather-proof bag, together with these operation
instructions. It can also be obtained from AUMA (state commission no., refer to name
plate) or downloaded directly from the Internet (www.auma.com).

Valve damage for connection without controls!

→ NORM actuators require controls: Connect motor via controls only (reversing
contactor circuit).
→ Observe the type of seating specified by the valve manufacturer.
→ Observe wiring diagram.

Delay time
The delay time is the time from the tripping of the limit or torque switches to the motor
power being switched off. To protect the valve and the actuator, we recommend a
delay time < 50 ms. Longer delay times are possible provided the operating time,
output drive type, valve type, and the type of installation are considered. We
recommend switching off the corresponding contactor directly by limit or torque
switch.
Protection on site
For short-circuit protection and for disconnecting the actuator from the mains, fuses
and disconnect switches have to be provided by the customer.

The current value for respective sizing is derived from the current consumption of
the motor (refer to electrical data sheet).
Limit and torque swit-
Limit and torque switches can be provided as single, tandem, or triple switches. Only
ches the same potential can be switched on the two circuits (NC/NO contact) of each
single switch. If different potentials are to be switched simultaneously, tandem
switches or triple switches are required. When using tandem/triple switches:
● For signalling use the leading contacts TSC1, TSO1, LSC1, LSO1.
● For switching off use the lagging contacts TSC, TSO, LSC, LSO.
Type of current, mains Type of current, mains voltage and mains frequency must match the data on the
voltage and mains fre- motor name plate.
quency

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SG 05.1 – SG 12.1/SGR 05.1 – SGR 12.1
Electrical connection

Figure 6: Motor name plate (example)

[1] Type of current

[2] Mains voltage
[3] Mains frequency (for 3-ph and 1-ph AC motors)
Connecting cables ● For device insulation, appropriate (voltage-proof) cables must be used. Specify
cables for the highest occurring rated voltage.
● Use connecting cable with appropriate minimum rated temperature.
● For connecting cables exposed to UV radiation (outdoor installation), use UV
resistant cables.
5.2 Connection with AUMA plug/socket connector

Cross sections AUMA plug/socket connector:

● Power terminals (U1, V1, W1, U2, V2, W2): max. 6 mm² flexible/10 mm² solid
●
PE connection : max. 6 mm² flexible/10 mm² solid
● Control contacts (1 to 50): max. 2.5 mm²
5.2.1 Terminal compartment: open

Figure 7: Connection AUMA plug/socket connector, version S

[1] Cover
[2] Screws for cover
[3] O-ring
[4] Screws for socket carrier
[5] Socket carrier
[6] Cable entry
[7] Blanking plug
[8] Cable gland (not included in delivery)

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 SG 05.1 – SG 12.1/SGR 05.1 – SGR 12.1
Electrical connection

Hazardous voltage!
Risk of electric shock.
→ Disconnect device from the mains before opening.

1. Loosen screws [2] and remove cover [1].

2. Loosen screws [4] and remove socket carrier [5] from cover [1].
3. Insert cable glands [8] suitable for connecting cables.
➥ The enclosure protection IP... stated on the name plate is only ensured if suitable
cable glands are used. Example: Name plate shows enclosure protection IP
68.

4. Seal unused cable entries [6] with suitable blanking plugs [7].
5. Insert the cables into the cable glands [8].
5.2.2 Cable connection

✔ Observe permissible cross sections.

1. Remove cable sheathing.
2. Strip wires.
3. For flexible cables: Use end sleeves according to DIN 46228.
4. Connect cables according to order-related wiring diagram.

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SG 05.1 – SG 12.1/SGR 05.1 – SGR 12.1
Electrical connection

In case of a fault: Hazardous voltage while protective earth conductor is NOT

connected!
Risk of electric shock.
→ Connect all protective earth conductors.
→ Connect PE connection to external protective earth conductor of connecting
cables.
→ Start running the device only after having connected the protective earth con-
ductor.

5. Tighten PE conductors firmly to PE connection using ring lugs (flexible cables)

or loops (rigid cables).
Figure 9: PE connection

[1] Socket carrier

[2] Screw
[3] Washer
[4] Lock washer
[5] Protective earth with ring lugs/loops
[6] PE connection, symbol:

Danger of motor damage if PTC thermistors or thermoswitches are not

connected!
Our warranty for the motor will lapse if the motor protection is not connected.
→ Connect PTC thermistors or thermoswitches to external controls.

Danger of corrosion: Damage due to condensation!

→ After mounting, commission the device immediately to ensure that heater mini-
mises condensation.

Information Some actuators are equipped with an additional motor heater. The motor heater
minimises condensation within the motor and improves the start-up behaviour for
extremely low temperatures.

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 SG 05.1 – SG 12.1/SGR 05.1 – SGR 12.1
Electrical connection

5.2.3 Terminal compartment: close

Figure 10: Example: Version S

[1] Cover
[2] Screws for cover
[3] O-ring
[4] Screws for socket carrier
[5] Socket carrier
[6] Cable entry
[7] Blanking plug
[8] Cable gland (not included in delivery)

Short-circuit due to pinching of cables!

Risk of electric shock and functional failures.
→ Carefully fit socket carrier to avoid pinching the cables.

1. Insert the socket carrier [5] into the cover [1] and fasten with screws [4].
2. Clean sealing faces of cover [1] and housing.
3. Check whether O-ring [3] is in good condition, replace if damaged.
4. Apply a thin film of non-acidic grease (e.g. petroleum jelly) to the O-ring and
insert it correctly.
5. Fit cover [1] and fasten screws [2] evenly crosswise.
6. Fasten cable glands [8] applying the specified torque to ensure the required
enclosure protection.
5.3 Accessories for electrical connection
— Option —
5.3.1 Parking frame
Application Parking frame for safe storage of a disconnected plug.
For protection against touching the bare contacts and against environmental
influences.

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SG 05.1 – SG 12.1/SGR 05.1 – SGR 12.1
Electrical connection

Figure 11: Parking frame

5.3.2 Protection cover

Protection cover for plug compartment when plug is removed.
The open terminal compartment can be closed using a protective cover (not
illustrated).
5.3.3 Double sealed intermediate frame
When removing the electrical connection or due to leaky cable glands, ingress of
dust and water into the housing may occur. This is prevented effectively by inserting
the double sealed intermediate frame [2] between the plug/socket connector [1] and
the housing of the device. The enclosure protection of the device (IP 68) will not be
affected, even if the electrical connection [1] is removed.
Figure 12: Electrical connection with double sealed intermediate frame

[1] Electrical connection

[2] Double sealed intermediate frame
[3] Actuator housing

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 SG 05.1 – SG 12.1/SGR 05.1 – SGR 12.1
Operation

6. Operation

6.1 Manual operation

For purposes of setting and commissioning, in case of motor failure or power failure,
the actuator may be operated manually.
The handwheel does not rotate during motor operation. Change-over from motor
operation to manual operation is not required.

6.1.1 Manual operation: engage

→ Engage manual operation by pulling the handwheel.

Information Turning the handwheel during motor operation extends or reduces the operating time,
depending on the direction of rotation.

6.1.2 Manual operation: disengage

→ Release handwheel.
➥ A spring pulls back the handwheel into the initial position.
Information Handwheel must engage, assist by turning manually, if required.

6.2 Motor operation

Valve damage due to incorrect setting!

→ Perform all commissioning settings and the test run prior to motor operation.

Controls are required to operate an actuator during motor operation. If the actuator
is to be operated locally, additional local controls are required.

1. Switch on power supply.

2. To close the valve, switch on motor operation in direction CLOSE.
➥ Valve shaft turns clockwise in direction CLOSE.

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SG 05.1 – SG 12.1/SGR 05.1 – SGR 12.1
Indications

7. Indications
7.1 Mechanical position indicator/running indication
Mechanical position indicator:
● Continuously indicates the valve position
(For a swing angle of 90°, the indicator disc [2] rotates by approximately 180°.)
● Indicates whether the actuator is running (running indication)
● Indicates that the end positions are reached (via indicator mark [3])
Figure 14: Mechanical position indicator

[1] Cover
[2] Indicator disc
[3] Mark
[4] Symbol for position OPEN
[5] Symbol for position CLOSED

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 SG 05.1 – SG 12.1/SGR 05.1 – SGR 12.1
Signals

8. Signals
8.1 Feedback signals from actuator

Information The switches can be provided as single switches (1NC and 1 NO), as tandem swit-
ches (2 NC and 2 NO) or as triple switches (3 NC and 3 NO). The precise version
is indicated in the terminal plan or on the order-related technical data sheet.

Feedback signal Type and designation in terminal plan

End position OPEN/CLOSED Setting via limit switching
reached Switches: 1 NC and 1 NO (standard)
LSC Limit switch, closing, clockwise rotation
LSO Limit switch, opening, counterclockwise rotation
Intermediate position reached Setting via DUO limit switching
Switches: 1 NC and 1 NO (standard)
LSA Limit switch, DUO, clockwise rotation
LSB Limit switch, DUO, counterclockwise rotation
Torque OPEN/CLOSED rea- Setting via torque switching
ched Switches: 1 NC and 1 NO (standard)
TSC Torque switch, closing, clockwise rotation
TSO Torque switch, opening, counterclockwise rotation
Motor protection tripped Thermoswitches or PTC thermistors, depending on version
F1, Th Thermoswitches
R3 PTC thermistors
Running indication Switches: 1 NC (standard)
S5, BL Blinker transmitter
Valve position Via potentiometer or electronic position transmitter RWG, depending on version
R2 Potentiometer
R2/2 Potentiometer in tandem arrangement (option)
B1/B2, RWG 3- or 4-wire system (0/4 – 20 mA)
B3/B4, RWG 2-wire system (4 – 20 mA)

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SG 05.1 – SG 12.1/SGR 05.1 – SGR 12.1
Commissioning

9. Commissioning

9.1 End stops in part-turn actuator

The internal end stops limit the swing angle. They protect the valve in the event of
limit switching failure.
End stop setting is generally performed by the valve manufacturer prior to installing
the valve into the pipework.

Exposed, rotating parts (discs/balls) at the valve!

Pinching and damage by valve or actuator.
→ End stops may be set by suitably qualified personnel only.
→ Set end stops to ensure that they are NOT reached during normal operation.

Information The setting sequence depends on the valve:

● Recommendations for butterfly valves: Set end position CLOSED first.
● Recommendations for ball valves: Set end position OPEN first.

Information When leaving the factory (without valve), the screws [1] are not fastened, i.e. the
end stops must be set. If the actuator is mounted onto the valve with the screws [1]
fastened, the valve manufacturer has already performed the end stop setting. In this
case, the end stops must only be checked (use the handwheel to drive valve into
end positions).
9.1.1 End stop CLOSED: set

Figure 15: End stop

[1] Screws
[2] End stop nut
[3] Protective cap

1. If the four screws [1] are fastened: Unfasten the screws [1] with approx. 3 turns.
2. Move valve to end position CLOSED with handwheel. Check whether end stop
nut [2] rotates simultaneously.
→ Otherwise: Turn end stop nut [2] clockwise until end stop is reached.
3. In case end position CLOSED has been passed: Turn back the handwheel by
several turns and approach end position CLOSED again.
4. Turn end stop nut [2] counterclockwise by 1/8th turn.
Information: In this process, the protective cap [3] must not be unfastened.
➥ Thus, the end stop CLOSED within the part-turn actuator is set to a slightly
higher swing angle (approx. 1°) than the valve end position.
5. Fasten screws [1] crosswise at 25 Nm.

21
 SG 05.1 – SG 12.1/SGR 05.1 – SGR 12.1
Commissioning

● Following end stop setting, the limit switching for end position CLOSED
can be set (refer to <Limit switching: set> chapter). For this, the switch
compartment must be opened and the indicator disc removed (refer to
<Switch compartment: open> chapter).
● In general, the end stop OPEN does not require setting due to fact that
the swing angle was already set in the factory.
9.1.2 End stop OPEN: set

Figure 16: End stop

[1] Screws
[2] End stop nut
[3] Protective cap

1. If the four screws [1] are fastened: Unfasten the screws [1] with approx. 3 turns.
2. Move valve to end position OPEN with handwheel. Check whether end stop
nut [2] rotates simultaneously.
→ Otherwise: Turn end stop nut [2] counterclockwise until end stop.
3. In case end position OPEN has been passed: Turn back the handwheel by
several turns and approach end position OPEN again.
4. Turn end stop nut [2] clockwise by 1/8th turn.
Information: In this process, the protective cap [3] must not be unfastened.
➥ Thus, the end stop OPEN within the part-turn actuator is set to a slightly higher
swing angle (approx. 1°) than the valve end position.
5. Fasten screws [1] crosswise at 25 Nm.
● Subsequent to this setting, the limit switching for end position OPEN can
be set (refer to <Limit switching: set> chapter). For this, the switch com-
partment must be opened and the indicator disc removed (refer to <Switch
compartment: open> chapter).
● In general, the end stop CLOSED does not require setting due to the fact
that the swing angle was already set in the factory.
9.2 Swing angle
The swing angle must only be changed if the swivel range for end stop setting is not
sufficient.
The swing angle set in the factory is indicated on the name plate.

In the standard version the swing angle can be adjusted within the range of 80° to
110°. Optional swivel ranges: refer to technical data pertaining to the order.

22
SG 05.1 – SG 12.1/SGR 05.1 – SGR 12.1
Commissioning

9.2.1 Swing angle: modify

Figure 18: End stop

[1] Grub screw

[2] End stop nut
[3] Protective cap
[4] Travelling nut
[5] Sealing ring

1. Unfasten protective cap [3].

2. While holding end stop nut [2] in position with open end spanner, unfasten grub
screw [1].
3. Swing angle increase:
3.1 Turn end stop nut [2] counterclockwise. Do not exceed dimension A
max.
Type A max. [mm]
SG 05.1/ SGR 05.1 22
SG 07.1/ SGR 07.1 22
SG 10.1/ SGR 10.1 17
SG 12.1/ SGR 12.1 23

3.2 Move valve manually to the desired end position OPEN.

3.3 Turn end stop nut [2] clockwise until it is tight up to the travelling nut [4].
4. Swing angle reduction:
4.1 Move valve manually to the desired end position OPEN.
4.2 Turn end stop nut [2] clockwise until it is tight up to the travelling nut [4].
Do not fall below dimension A min.
Type A min. [mm]
SG 05.1/ SGR 05.1 10
SG 07.1/ SGR 07.1 10
SG 10.1/ SGR 10.1 08
SG 12.1/ SGR 12.1 12

5. Degrease mounting face of grub screw [1].

6. While holding end stop nut [2] in position with open end spanner fasten grub
screw [1] at 85 Nm.
7. Check O-ring [5] and replace if damaged.
8. Fasten protective cap [3].
9.3 Switch compartment: open

The switch compartment must be opened to perform the following settings (options).

23
 SG 05.1 – SG 12.1/SGR 05.1 – SGR 12.1
Commissioning

1. Loosen screws [2] and remove cover [1] from the switch compartment.
Figure 19:

2. If indicator disc [3] is available:

Remove indicator disc [3] using a spanner (as lever).
Information: To avoid damage to paint finish, use spanner in combination with
soft object, e.g. fabric.
Figure 20:

9.4 Torque switching: set

Once the set torque is reached, the torque switches will be tripped (overload protection
of the valve).
Information The torque switches may also trip during manual operation.

Valve damage due to excessive tripping torque limit setting!

→ The tripping torque must suit the valve.
→ Only change the setting with the consent of the valve manufacturer.

24
SG 05.1 – SG 12.1/SGR 05.1 – SGR 12.1
Commissioning

Figure 21: Torque switching heads

[1] Torque switching head black in direction CLOSE

[2] Torque switching head white in direction OPEN
[3] Lock screws
[4] Torque dials

1. Loosen both lock screws [3] at the indicator disc.

2. Turn torque dial [4] to set the required torque (1 da Nm = 10 Nm).
3. Fasten lock screws [3] again.
Information: Maximum tightening torque: 0.3 – 0.4 Nm
➥ The torque switch setting is complete.
Example: The figure above shows the following settings:
● 11.5 da Nm = 115 Nm for direction CLOSE
● 12.5 da Nm = 125 Nm for direction OPEN
9.5 Limit switching: set
The limit switching records the travel. When reaching the preset position, switches
are operated.
Figure 22: Setting elements for limit switching

Black section:
[1] Setting spindle: End position CLOSED
[2] Pointer: End position CLOSED
[3] Mark: End position CLOSED is set
White section:
[4] Setting spindle: End position OPEN
[5] Pointer: End position OPEN
[6] Mark: End position OPEN is set

9.5.1 End position CLOSED (black section): set

1. Engage manual operation.

2. Turn handwheel clockwise until valve is closed.

25
 SG 05.1 – SG 12.1/SGR 05.1 – SGR 12.1
Commissioning

3. To prevent that the end stop is reached (due to overrun) before the limit switch
has tripped, turn handwheel 4 turns (overrun) in the opposite direction.
4. Press down and turn setting spindle [1] with screw driver in direction of the
arrow and observe the pointer [2]: While a ratchet click is felt and heard, the
pointer [2] moves 90° every time.
5. If the pointer [2] is 90° from mark [3]: Continue turning slowly.
6. If the pointer [2] moves to mark [3]: Stop turning and release setting spindle.
➥ The end position CLOSED setting is complete.
7. If you override the tripping point inadvertently (ratchet click is heard after the
pointer has snapped): Continue turning the setting spindle in the same direction
and repeat setting process.
9.5.2 End position OPEN (white section): set

1. Engage manual operation.

2. Turn handwheel counterclockwise until valve is open.
3. To prevent that the end stop is reached (due to overrun) before the limit switch
has tripped, turn handwheel 4 turns (overrun) in the opposite direction.
4. Press down and turn setting spindle [4] with screw driver in direction of the
arrow and observe the pointer [5]: While a ratchet click is felt and heard, the
pointer [5] moves 90° every time.
5. If the pointer [5] is 90° from mark [6]: Continue turning slowly.
6. If the pointer [5] moves to mark [6]: Stop turning and release setting spindle.
➥ The end position OPEN setting is complete.
7. If you override the tripping point inadvertently (ratchet click is heard after the
pointer has snapped): Continue turning the setting spindle in the same direction
and repeat setting process.
9.6 Intermediate positions: set
— Option —
Actuators equipped with DUO limit switching contain two intermediate position
switches. One intermediate position may be set for each running direction.
Figure 23: Setting elements for limit switching

Black section:
[1] Setting spindle: Running direction CLOSE
[2] Pointer: Running direction CLOSE
[3] Mark: Intermediate position CLOSED is set
White section:
[4] Setting spindle: Running direction OPEN
[5] Pointer: Running direction OPEN
[6] Mark: Intermediate position OPEN is set

26
SG 05.1 – SG 12.1/SGR 05.1 – SGR 12.1
Commissioning

9.6.1 Running direction CLOSE (black section): set

1. Move valve in direction CLOSE to desired intermediate position.

2. If you override the tripping point inadvertently: Turn valve in opposite direction
and approach intermediate position again in direction CLOSE.
Information: Always approach the intermediate position in the same direction
as in later electrical operation.
3. Press down and turn setting spindle [1] with screw driver in direction of the
arrow and observe the pointer [2]: While a ratchet click is felt and heard, the
pointer [2] moves 90° every time.
4. If the pointer [2] is 90° from mark [3]: Continue turning slowly.
5. If the pointer [2] moves to mark [3]: Stop turning and release setting spindle.
➥ The intermediate position setting in running direction CLOSE is complete.
6. If you override the tripping point inadvertently (ratchet click is heard after the
pointer has snapped): Continue turning the setting spindle in the same direction
and repeat setting process.
9.6.2 Running direction OPEN (white section): set

1. Move valve in direction OPEN to desired intermediate position.

2. If you override the tripping point inadvertently: Move valve in opposite direction
and approach intermediate position again in direction OPEN (always approach
the intermediate position in the same direction as in later electrical operation).
3. Press down and turn setting spindle [4] with screw driver in direction of the
arrow and observe the pointer [5]: While a ratchet click is felt and heard, the
pointer [5] moves 90° every time.
4. If the pointer [5] is 90° from mark [6]: Continue turning slowly.
5. If the pointer [5] moves to mark [6]: Stop turning and release setting spindle.
➥ The intermediate position setting in running direction OPEN is complete.
6. If you override the tripping point inadvertently (ratchet click is heard after the
pointer has snapped): Continue turning the setting spindle in the same direction
and repeat setting process.
9.7 Test run
Perform test run only once all settings previously described have been performed.

9.7.1 Direction of rotation: check

Valve damage due to incorrect direction of rotation!

→ If the direction of rotation is wrong, switch off immediately.
→ Correct phase sequence.
→ Repeat test run.

1. Move actuator manually to intermediate position or to sufficient distance from

end position.

27
 SG 05.1 – SG 12.1/SGR 05.1 – SGR 12.1
Commissioning

2. Switch on actuator in direction CLOSE and observe the direction of rotation on

the indicator disc.
→ Switch off before reaching the end position.
➥ The direction of rotation is correct, if actuator runs in direction CLOSE and
indicator disc turns clockwise.

9.7.2 Limit switching: check

1. Move actuator manually into both end positions of the valve.

➥ The limit switching is set correctly if:
- LSC switch trips in end position CLOSED
- LSO switch trips in end position OPEN
- the switches release the contacts after turning back the handwheel
2. If the end position setting is incorrect: Reset limit switching.
3. If the end position setting is correct and no options (e.g. potentiometer, position
transmitter) are available: Close switch compartment.
9.8 Potentiometer setting
— Option —
The potentiometer as travel sensor records the valve position.
Information Due to the ratio of the reduction gearing the complete resistance range/stroke is not
always passed. Therefore, external adjustment (setting potentiometer) must be pro-
vided.

Figure 25: View of control unit

[1] Potentiometer

1. Move valve to end position CLOSED.

2. Turn potentiometer [1] counterclockwise until stop is felt.
➥ End position CLOSED corresponds to 0 %
➥ End position OPEN corresponds to 100 %
3. Turn potentiometer [1] slightly in opposite direction.

28
SG 05.1 – SG 12.1/SGR 05.1 – SGR 12.1
Commissioning

4. Perform fine-tuning of the zero point at external setting potentiometer (for remote
indication).
9.9 Electronic position transmitter RWG: set
— Option —
The electronic position transmitter RWG records the valve position. On the basis of
the actual position value measured by the potentiometer (travel sensor), it generates
a current signal between 0 – 20 mA or 4 – 20 mA.

Table 3: Technical data RWG 4020

Wiring 3- or 4-wire system 2-wire system
Terminal plan KMS TP_ _4/ _ _ _ TP_ 4 _/ _ _ _
TP_ 5 _/ _ _ _
Output current IA 0 – 20 mA, 4 – 20 mA 4 – 20 mA
Power supply UV 24 V DC, ±15 % smoothed 14 V DC +(I x RB), max. 30 V
Max. current consump- I 24 mA at 20 mA output current 20 mA
tion
Max. load RB 600 Ω (UV – 14 V) /20 mA

Figure 26: View of control unit

[1] Potentiometer (travel sensor)

[2] Potentiometer min. (0/4 mA)
[3] Potentiometer max. (20 mA)
[4] Measuring point (+) 0/4 – 20 mA
[5] Measuring point (–) 0/4 – 20 mA

1. Connect voltage to electronic position transmitter.

2. Move valve to end position CLOSED.
3. Connect ammeter for 0 – 20 mA to measuring points [4 and 5]. If no value can
be measured:
3.1 Check, whether external load is connected to customer connection XK
(terminals 23/24) (observe max. load RB), or
3.2 Connect terminals 23/24 across customer connection XK (terminals 23/24).
4. Turn potentiometer [1] counterclockwise to the stop.
5. Turn potentiometer [1] slightly in opposite direction.
6. Turn potentiometer [2] clockwise until output current starts to increase.
7. Turn potentiometer [2] in opposite direction until the following value is reached:
- for 0 – 20 mA approx. 0.1 mA
- for 4 – 20 mA approx. 4.1 mA
➥ This ensures that the signal remains above the dead and live zero point.
8. Move valve to end position OPEN.
9. Set potentiometer [3] to end value 20 mA.
10. Approach end position CLOSED again and check minimum value (0.1 mA or
4.1 mA). If necessary, correct the setting.

29
 SG 05.1 – SG 12.1/SGR 05.1 – SGR 12.1
Commissioning

9.10 Mechanical position indicator: set

— Option —

1. Place indicator disc on shaft.

2. Move valve to end position CLOSED.
3. Turn lower indicator disc until symbol (CLOSED) is in alignment with the
mark on the cover.

4. Move actuator to end position OPEN.

5. Hold lower indicator disc in position and turn upper disc with symbol (OPEN)
until it is in alignment with the mark on the cover.

6. Move valve to end position CLOSED again.

7. Check settings:
If the symbol (CLOSED) is no longer in alignment with mark on the cover:
→ Repeat setting procedure.

9.11 Switch compartment: close

Danger of corrosion due to damage to paint finish!

→ Touch up damage to paint finish after work on the device.

1. Clean sealing faces of housing and cover.

2. Check whether O-ring [3] is in good condition, replace if damaged.
3. Apply a thin film of non-acidic grease (e.g. petroleum jelly) to the O-ring and
insert it correctly.

4. Place cover [1] on switch compartment.

5. Fasten screws [2] evenly crosswise.

30
SG 05.1 – SG 12.1/SGR 05.1 – SGR 12.1
Commissioning

9.12 Operating time: set

For part-turn actuators with 1-phase AC motors, the operating time can be adjusted.

Table 4: Operating time setting for 90°

Size Operating times
SG 05.1/SGR 05.1 5.6 to 45 seconds
SG 07.1/SGR 07.1 11 to 90 seconds
SG 10.1/SGR 10.1 11 to 90 seconds
SG 12.1/SGR 12.1 22 to 180 seconds

Figure 30: Part-turn actuator with 1-ph AC motor

[1] Motor cover

[2] Potentiometer

Hazardous voltage!
Risk of electric shock.
→ Disconnect device from the mains before opening.

Danger of corrosion due to damage to paint finish!

→ Touch up damage to paint finish after work on the device.

1. Unfasten motor cover [1].

2. Set required operating time via potentiometer [2].
3. Clean sealing faces of motor cover and housing.
4. Apply a thin film of non-acidic grease (e.g. petroleum jelly) to the sealing faces.
5. Check whether O-ring is in good condition, correctly insert O-ring.
6. Fit motor cover [1] and fasten with screws (tightening torque approx. 50 Nm).
Information: For enclosure protection IP 68, the motor cover is additionally
sealed with thread sealing material.

31
 SG 05.1 – SG 12.1/SGR 05.1 – SGR 12.1
Corrective action

10. Corrective action

10.1 Faults during commissioning

Table 5: Faults during commissioning

Fault description Possible causes Remedy
Fault in end position The overrun was not considered when setting Determine overrun: Overrun = travel covered
Actuator runs to end stop alt- the limit switching. from switching off until complete standstill.
hough the limit switches work The overrun is generated by the inertia of Set limit switching again considering the
properly. both the actuator and the valve and the delay overrun (turn handwheel back by the amount
time of the controls. of the overrun).
Position transmitter RWG Current loop via RWG is open. Connect terminals 23/24 to XK across RWG.
No value can be measured at (Position feedback 0/4 – 20 mA only functions Connect external load to XK, e.g. remote indi-
measuring points. if the current loop is closed across the RWG.) cation.
Consider maximum load RB.
Limit and/or torque switches do Switch is defective or switch setting is incor- Check setting, if required, reset end positions.
not trip. rect. → Check switches and replace them, if requi-
red.

Switch check
The red test buttons [1] and [2] are used for manual operation of the switches:

1. Turn test button [1] in direction of the TSC arrow: Torque switch CLOSED trips.
2. Turn test button [2] in direction of the TSO arrow: Torque switch OPEN trips.
If the actuator is equipped with a DUO limit switching (option), the intermediate
position switches (LSA and LSB) will be operated at the same time as the torque
switches.
1. Turn test button [1] in direction of the LSC arrow: Limit switch CLOSED trips.
2. Turn test button [2] in direction of the LSO arrow: Limit switch OPEN trips.
10.2 Motor protection (thermal monitoring)
In order to protect against overheating and impermissibly high temperatures at the
actuator, PTC thermistors or thermoswitches are embedded in the motor winding.
They trip as soon as the max. permissible winding temperature has been reached.
Behaviour during failure If the signals are correctly wired within the controls, the actuator is stopped and can
only resume its operation once the motor has cooled down.
Possible causes Overload, running time exceeded, max. number of starts exceeded, ambient
temperature is too high.
Remedy Check cause, eliminate if possible.

32
SG 05.1 – SG 12.1/SGR 05.1 – SGR 12.1
Servicing and maintenance

11. Servicing and maintenance

Damage caused by inappropriate maintenance!

→ Servicing and maintenance must be carried out exclusively by suitably qualified
personnel having been authorised by the end user or the contractor of the plant.
Therefore, we recommend contacting our service.
→ Only perform servicing and maintenance tasks when the device is switched off.

AUMA
AUMA offer extensive service such as servicing and maintenance as well as customer
Service & Support product training. For the relevant contact addresses, please refer to <Addresses>
in this document or to the Internet (www.auma.com) .

11.1 Preventive measures for servicing and safe operation

The following measures are required to ensure safe device operation:

6 months after commissioning and then every year
● Carry out visual inspection:
Cable entries, cable glands, blanking plugs, etc. have to be checked for correct
tightness and sealing.
Respect torques according to manufacturer's details.
● Check fastening screws between actuator and gearbox/valve for tightness. If
required, fasten screws while applying the tightening torques as indicated in
chapter <Assembly>.
● When rarely operated: Perform test run.
For enclosure protection IP 68

After continuous immersion:

● Check actuator.
● In case of ingress of water, locate leaks and repair, dry device correctly and
check for proper function.
11.2 Maintenance

Lubrication ● In the factory, the gear housing is filled with grease.

● Change of grease or re-lubrication will be required in case of lubrication loss
only.
11.3 Disposal and recycling
Our devices have a long lifetime. However, they have to be replaced at one point in
time. The devices have a modular design and may, therefore, easily be separated
and sorted according to materials used, i.e.:
● electronic scrap
● various metals
● plastics
● greases and oils
The following generally applies:
● Greases and oils are hazardous to water and must not be released into the
environment.
● Arrange for controlled waste disposal of the disassembled material or for sepa-
rate recycling according to materials.
● Observe the national regulations for waste disposal.

33
 SG 05.1 – SG 12.1/SGR 05.1 – SGR 12.1
Technical data

12. Technical data

Information The following technical data includes standard and optional features. For detailed
information on the customer-specific version, refer to the order-relevant data sheet.
This data sheet can be downloaded from the Internet at http://www.auma.com in
German and English (indication of commission number required).

12.1 Features and functions of actuator

Type of duty1) SG: Short-time duty S2 - 15 min

SGR: Intermittent duty S4 - 25 %
Torque range Refer to actuator name plate
Operating time for 90° Refer to actuator name plate
Motor Standard: 3-ph AC asynchronous motor, type IM B9 according to IEC 60034
Insulation class Standard: F, tropicalized
Option: H, tropicalized
Motor protection Standard: Thermoswitches (NC)
Option: PTC thermistors (according to DIN 44082)2)
Self-locking Yes
Swing angle Standard:
80° to 110° adjustable between min. and max. values
Option:
30° – 40°, 40° – 55°, 55° – 80°, 110° – 160°, 160° – 230° or 230° – 320°
Limit switching Counter gear mechanism for end positions CLOSED and OPEN
Standard:
● Single switches (1 NC and 1 NO; not galvanically isolated) for each end position
Options:
● Tandem switches (2 NC and 2 NO) for each end position, switches galvanically isolated
● Triple switches (3 NC and 3 NO) for each end position, switches galvanically isolated
● Intermediate position switches (DUO limit switching), adjustable for any position
Torque switching Torque switching adjustable for directions OPEN and CLOSE
Standard:
Single switch (1 NC and 1 NO; not galvanically isolated) for each direction
Option:
Tandem switches (2 NC and 2 NO) for each direction, switches galvanically isolated
Position feedback signal, ana- Potentiometer or 0/4 – 20 mA (RWG)
logue (option)
Mechanical position indicator Continuous indication, adjustable indicator disc with symbols OPEN and CLOSED
Running indication Blinker transmitter
Heater in switch compartment Standard: Self-regulating PTC heater, 5 – 20 W, 110 – 250 V AC/DC
Option: 24 – 48 V AC/DC or 380 – 400 V AC
Motor heater (option) Voltages: 110 – 220 V AC, 220 – 240 V AC or 400 V AC
Power: 12.5 W
Manual operation Manual drive for setting and emergency operation, handwheel does not rotate during electrical
operation.
Option: Handwheel lockable
Electrical connection Standard: AUMA plug/socket connector with screw-type connection
Options: Screw-type terminals or crimp connection
Threads for cable entries Standard: Metric threads
Options: Pg-threads, NPT-threads, G-threads
Terminal plan Terminal plan according to commission number attached with delivery
Coupling Standard: Coupling without bore
Options: Machined coupling with bore and keyway, square bore or bore with two-flats accor-
ding to EN ISO 5211
Valve attachment Dimensions according to EN ISO 5211
1) For nominal voltage and 20 °C ambient temperature and an average load with running torque or modulating torque according to sepa-
rate technical data. The type of duty must not be exceeded.
2) PTC thermistors require additionally a suitable tripping device in the controls

34
SG 05.1 – SG 12.1/SGR 05.1 – SGR 12.1
Technical data

Technical data for limit and torque switches

Mechanical lifetime 2 x 106 starts
Silver plated contacts:
U min. 30 V AC/DC
U max. 250 V AC/DC
I min. 20 mA
I max. AC current 5 A at 250 V (resistive load)
3 A at 250 V (inductive load, cos phi = 0.6)
I max. DC current 0.4 A at 250 V (resistive load)
0.03 A at 250 V (inductive load, L/R = 3 µs)
7 A at 30 V (resistive load)
5 A at 30 V (inductive load, L/R = 3 µs)
Gold plated contacts:
U min. 5V
U max. 30 V
I min. 4 mA
I max. 400 mA

Technical data for blinker transmitter

Mechanical lifetime 107 starts
Silver plated contacts:
U min. 10 V AC/DC
U max. 250 V AC/DC
I max. AC current 3 A at 250 V (resistive load)
2 A at 250 V (inductive load, cos phi ≈ 0.8)
I max. DC current 0.25 A at 250 V (resistive load)

12.2 Service conditions

Mounting position Any position

Use Approved for indoor and outdoor installation
Enclosure protection according Refer to name plate
to EN 60529 Standard:
● IP 67
Options:
● IP 68
● IP 68-DS
● IP 67-DS
According to AUMA definition, enclosure protection IP 68 meets the following requirements:
● Water depth: Maximum 6 m head of water
● Duration of continuous immersion in water: maximum of 72 hours
● Up to 10 operations during flooding
● Modulating duty is not possible during continuous immersion.
(DS = Double Sealed = terminal compartment additional sealed against interior)
Corrosion protection Standard:
KS: Suitable for installation in industrial units, in water or power plants with a low pollutant
concentration as well as for installation in occasionally or permanently aggressive atmosphere
with a moderate pollutant concentration (e.g. in wastewater treatment plants, chemical indus-
try)
Option:
● KX: Suitable for installation in extremely aggressive atmospheres with high humidity and
high pollutant concentration
● KX-G: same as KX, however aluminium-free version (outer parts)
Installation altitude Standard: ≤ 2 000 m above sea level
Option: > 2 000 m above sea level, please contact AUMA
Finish coating Standard: Two-component iron-mica coating
Colour Standard: AUMA silver-grey (similar to RAL 7037)

35
 SG 05.1 – SG 12.1/SGR 05.1 – SGR 12.1
Technical data

Ambient temperature Refer to name plate

Standard:
● Open-close duty: –40 °C to +80 °C
● Modulating duty: –40 °C to +60 °C
Options:
● Open-close duty: –50 °C to +60 °C
● Open-close duty: –60 °C to +60 °C
● Open-close duty: 0 °C to +120 °C
Lifetime Open-close duty (operating cycles OPEN - CLOSE - OPEN):
SG 05.1 – SG 07.1: 20,000
SG 10.1: SG 15,000
SG 12.1: 10, 000
Modulating duty:1)
SGR 05.1 – SGR 12.1: 2.5 million modulating steps
Weight Refer to separate technical data
1) The lifetime depends on the load and the number of starts. A high starting frequency will rarely improve the modulating accuracy. To
reach the longest possible maintenance and fault-free operating time, the number of starts per hour chosen should be as low as permis-
sible for the process

12.3 Further information

EU Directives ● Electromagnetic Compatibility (EMC): (2004/108/EC)

● Low Voltage Directive: (2006/95/EC)
● Machinery Directive: (2006/42/EC)

36
SG 05.1 – SG 12.1/SGR 05.1 – SGR 12.1
Spare parts

13. Spare parts

13.1 Part-turn actuators SG 05.1 – SG 12.1/SGR 05.1 – SGR 12.1

37
 SG 05.1 – SG 12.1/SGR 05.1 – SGR 12.1
Spare parts

Information: Please state type and commission no. of the device (see name plate) when ordering spare parts.
Only original AUMA spare parts should be used. Failure to use original spare parts voids the warranty and exempts
AUMA from any liability. Delivered spare parts may slightly vary from the representation.
No. Designation Type
001.0 Housing
002.0 Worm shaft Sub-assembly
002.4 End stop nut (included in sub-assembly 002.0)
003.0 Manual drive worm Sub-assembly
004.0 Worm wheel Sub-assembly
005.0 Mounting flange Sub-assembly
010.0 End stop Sub-assembly
016.1 Protective cap
017.0 Torque finger Sub-assembly
021.0 Limit drive finger Sub-assembly
029.0 Manual drive bearing Sub-assembly
032.0 Planetary gearing Sub-assembly
034.0 Motor Sub-assembly
034.1 Motor brake Sub-assembly
034.2 Cover plate Sub-assembly
041.0 Socket carrier with motor cable harness Sub-assembly
061.0 Torque switching head Sub-assembly
500.0 Cover Sub-assembly
501.0 Socket carrier (complete with sockets) Sub-assembly
502.0 Pin carrier without pins Sub-assembly
503.0 Socket for controls Sub-assembly
504.0 Socket for motor Sub-assembly
505.0 Pin for controls Sub-assembly
506.0 Pin for motor Sub-assembly
507.0 Plug cover Sub-assembly
525.0 Coupling
542.0 Handwheel Sub-assembly
542.1 Ball handle Sub-assembly
553.0 Mechanical position indicator Sub-assembly
556.0 Potentiometer for position transmitter Sub-assembly
556.1 Potentiometer without slip clutch
557.0 Heater Sub-assembly
558.0 Blinker transmitter including pins at wires (without impulse disc and insulation plate) Sub-assembly
559.0-1 Control unit with torque switching heads and switches Sub-assembly
559.0-2 Control unit with magnetic limit and torque transmitter (MWG) for Non-intrusive version in combination Sub-assembly
with AUMATIC integral controls
560.0-1 Switch stack for direction OPEN Sub-assembly
560.0-2 Switch stack for direction CLOSE Sub-assembly
560.1 Switch for limit/torque switching
560.2 Switch case
566.0 Position transmitter RWG Sub-assembly
566.1 Potentiometer for RWG without slip clutch Sub-assembly
566.2 Electronic board RWG Sub-assembly
566.3 Wire harness for RWG Sub-assembly
567.1 Slip clutch for potentiometer Sub-assembly
S1 Seal kit, small Set
S2 Seal kit, large Set

38
SG 05.1 – SG 12.1/SGR 05.1 – SGR 12.1
Certificates

14. Certificates
14.1 Declaration of Incorporation and EC Declaration of Conformity

39
 SG 05.1 – SG 12.1/SGR 05.1 – SGR 12.1
Index

O
Index Operating time 31
Operation 4 , 18
A
Accessories (electrical 16 P
connection) PTC thermistors 32
Ambient temperature 36 Packaging 8
Applications 4 Parking frame 16
Assembly 9 Position indicator 30
Position transmitter RWG 29
C Potentiometer 28
Commission number 7 Power supply 12
Commissioning 4 , 21 Protection cover 17
Corrective action 32 Protection on site 12
Corrosion protection 8 , 35 Protective measures 4
Cross sections 13
Current consumption 12 Q
Qualification of staff 4
D
DUO limit switching 26 R
Declaration of Incorporation 39 RWG 29
Delay time 12 Range of application 4
Direction of rotation 27 Recycling 33
Directives 4 Running indication 19
Disposal 33
Double sealed 17 S
Safety instructions 4
E Safety instructions/warnings 4
EC Declaration of Conformity 39 Service 33
Electrical connection 12 Service conditions 35
Electronic position transmitter 29 Servicing 33
Enclosure protection 35 Short-circuit protection 12
End stops 21 Signals 20
Spare parts 37
H Standards 4
Handwheel 9 Storage 8
I Support 33
Identification 7 Swing angle 22
Indications 19 Switch check 32
Indicator disc 19 , 30 Switches 12
Inspection record 7 T
Intermediate frame 17 Tandem switches 12
Intermediate positions 26 Technical data 34
L Technical data for switches 35
Limit switches 12 Terminal plan 7 , 12
Limit switching 25 , 28 Test run 27
Lubrication 33 Thermal monitoring 32
Thermoswitches 32
M Torque switches 12
Mains frequency 12 Torque switching 24
Mains voltage 12 Transport 8
Maintenance 4 , 33 , 33 Type and size 7
Manual operation 18 Type of current 12
Mechanical position indicator 19 , 30
Motor heater 15 W
Motor operation 18 Wiring diagram 12
Motor protection 32

N
Name plate 7 , 12

40
 AUMA worldwide

Europe AUMA ACTUATORS Ltd. Auma Endüstri Kontrol Sistemleri Limited

UK Clevedon, North Somerset BS21 6TH irketi
AUMA Riester GmbH & Co. KG Tel +44 1275 871141 TR 06810 Ankara
Fax +44 1275 875492 Tel+90 312 217 32 88
Plant Müllheim mail@auma.co.uk Fax+90 312 217 33 88
DE 79373 Müllheim www.auma.co.uk Servis@auma.com.tr
Tel +49 7631 809 - 0 www.megaendustri.com.tr
Fax +49 7631 809 - 1250 AUMA ITALIANA S.r.l. a socio unico
riester@auma.com IT 20023 Cerro Maggiore (MI) AUMA Technology utomations Ltd.
www.auma.com Tel +39 0331 51351 UA 02099 Kiyiv
Fax +39 0331 517606 Tel+38 044 586-53-03
Plant Ostfildern - Nellingen info@auma.it Fax+38 044 586-53-03
DE 73747 Ostfildern www.auma.it auma-tech@aumatech.com.ua
Tel +49 711 34803 - 0
Fax +49 711 34803 - 3034 AUMA BENELUX B.V. Africa
riester@wof.auma.com NL 2314 XT Leiden
Tel +31 71 581 40 40 AUMA South Africa (Pty) Ltd.
Service-Center Köln Fax +31 71 581 40 49 ZA 1560 Springs
DE 50858 Köln office@benelux.auma.com Tel +27 11 3632880
Tel +49 2234 2037 - 900 www.auma.nl Fax +27 11 8185248
Fax +49 2234 2037 - 9099 aumasa@mweb.co.za
service@sck.auma.com AUMA Polska Sp. z o.o.
PL 41-219 Sosnowiec A.T.E.C.
Service-Center Magdeburg Tel +48 32 783 52 00 EG Cairo
DE 39167 Niederndodeleben Fax +48 32 783 52 08 Tel +20 2 23599680 - 23590861
Tel +49 39204 759 - 0 biuro@auma.com.pl Fax +20 2 23586621
Fax +49 39204 759 - 9429 www.auma.com.pl atec@intouch.com
Service@scm.auma.com
OOO Priwody AUMA CMR Contrôle Maintenance Régulation
Service-Center Bayern RU 124365 Moscow a/ya 11 TN 1002 Tunis
DE 85386 Eching Tel +7 495 221 64 28 Tel +216 71 903 577
Tel +49 81 65 9017- 0 Fax +7 495 221 64 38 Fax +216 71 903 575
Fax +49 81 65 9017- 2018 aumarussia@auma.ru instrum@cmr.com.tn
Riester@scb.auma.com www.auma.ru www.cmr-tunisie.net

AUMA Armaturenantriebe GmbH ERICHS ARMATUR AB MANZ INCORPORATED LTD.

AT 2512 Tribuswinkel SE 20039 Malmö NG Port Harcourt
Tel +43 2252 82540 Tel +46 40 311550 Tel +234-84-462741
Fax +43 2252 8254050 Fax +46 40 945515 Fax +234-84-462741
office@auma.at info@erichsarmatur.se mail@manzincorporated.com
www.auma.at www.erichsarmatur.se www.manzincorporated.com

AUMA (Schweiz) AG GRØNBECH & SØNNER A/S America

CH 8965 Berikon DK 2450 København SV
Tel +41 566 400945 Tel+45 33 26 63 00 AUMA ACTUATORS INC.
Fax +41 566 400948 Fax+45 33 26 63 21 US PA 15317 Canonsburg
RettichP.ch@auma.com GS@g-s.dk Tel +1 724-743-AUMA (2862)
www.g-s.dk Fax +1 724-743-4711
AUMA Servopohony spol. s.r.o. mailbox@auma-usa.com
CZ 250 01 Brandýs n.L.-St.Boleslav IBEROPLAN S.A. www.auma-usa.com
Tel +420 326 396 993 ES 28027 Madrid
Fax +420 326 303 251 Tel+34 91 3717130 AUMA Argentina Representative Office
auma-s@auma.cz Fax+34 91 7427126 AR 1609 Boulogne
www.auma.cz iberoplan@iberoplan.com Tel/Fax +54 232 246 2283
contacto@aumaargentina.com.ar
OY AUMATOR AB D. G. Bellos & Co. O.E.
FI 02230 Espoo GR 13671 Acharnai Athens AUMA Automação do Brasil Ltda.
Tel +358 9 5840 22 Tel+30 210 2409485 BR São Paulo
Fax +358 9 5840 2300 Fax+30 210 2409486 Tel +55 11 8114-6463
auma@aumator.fi info@dgbellos.gr bitzco@uol.com.br
www.aumator.fi
SIGURD SØRUM AS AUMA Chile Representative Office
AUMA France S.A.R.L. NO 1300 Sandvika CL 9500414 Buin
FR 95157 Taverny Cedex Tel+47 67572600 Tel +56 2 821 4108
Tel +33 1 39327272 Fax+47 67572610 Fax +56 2 281 9252
Fax +33 1 39321755 post@sigum.no aumachile@adsl.tie.cl
info@auma.fr
www.auma.fr INDUSTRA TROY-ONTOR Inc.
PT 2710-297 Sintra CA L4N 8X1 Barrie Ontario
Tel+351 2 1910 95 00 Tel +1 705 721-8246
Fax+351 2 1910 95 99 Fax +1 705 721-5851
industra@talis-group.com troy-ontor@troy-ontor.ca

41
 AUMA worldwide

Ferrostaal de Colombia Ltda. AUMA Actuators Middle East W.L.L.

CO Bogotá D.C. AE 15268 Salmabad 704
Tel +57 1 401 1300 Tel +973 17877377
Fax+57 1 416 5489 Fax +973 17877355
dorian.hernandez@ferrostaal.com Naveen.Shetty@auma.com
www.ferrostaal.com
PERFECT CONTROLS Ltd.
PROCONTIC Procesos y Control HK Tsuen Wan, Kowloon
Automático Tel +852 2493 7726
EC Quito Fax +852 2416 3763
Tel +593 2 292 0431 joeip@perfectcontrols.com.hk
Fax +593 2 292 2343
info@procontic.com.ec DW Controls Co., Ltd.
KR 153-702 Seoul
Corsusa International S.A.C. Tel +82 2 2624 3400
PE Miraflores - Lima Fax +82 2 2624 3401
Tel +511444-1200 / 0044 / 2321 sichoi@actuatorbank.com
Fax +511444-3664 www.actuatorbank.com
corsusa@corsusa.com
www.corsusa.com Sunny Valves and Intertrade Corp. Ltd.
TH 10120 Yannawa Bangkok
PASSCO Inc. Tel +66 2 2400656
PR 00936-4153 San Juan Fax +66 2 2401095
Tel +18 09 78 77 20 87 85 sunnyvalves@inet.co.th
Fax +18 09 78 77 31 72 77 www.sunnyvalves.co.th/
Passco@prtc.net
Top Advance Enterprises Ltd.
Suplibarca TW Jhonghe City Taipei Hsien (235)
VE Maracaibo Estado, Zulia Tel +886 2 2225 1718
Tel +58 261 7 555 667 Fax +886 2 8228 1975
Fax +58 261 7 532 259 support@auma-taiwan.com.tw
suplibarca@intercable.net.ve www.auma-taiwan.com.tw

Asia Australia
AUMA Actuators (Tianjin) Co., Ltd. BARRON GJM Pty. Ltd.
CN 300457 Tianjin AU NSW 1570 Artarmon
Tel +86 22 6625 1310 Tel +61 294361088
Fax +86 22 6625 1320 Fax +61 294393413
mailbox@auma-china.com info@barron.com.au
www.auma-china.com www.barron.com.au

AUMA INDIA PRIVATE LIMITED

IN 560 058 Bangalore
Tel +91 80 2839 4656
Fax +91 80 2839 2809
info@auma.co.in
www.auma.co.in

AUMA JAPAN Co., Ltd.

JP 211–0016 Nakaharaku, Kawasaki-shi
Kanagawa
Tel +81 44 863 8371
Fax +81 44 863 8372
mailbox@auma.co.jp
www.auma.co.jp

AUMA ACTUATORS (Singapore) Pte Ltd.

SG 569551 Singapore
Tel +65 6 4818750
Fax +65 6 4818269
sales@auma.com.sg
www.auma.com.sg

42
AUMA worldwide

43
AUMA Riester GmbH & Co. KG
P.O.Box 1362
D 79373 Muellheim
Tel +49 7631 809 - 0
Fax +49 7631 809 - 1250
riester@auma.com
www.auma.com

Y000.234/003/en/4.12

For detailed information on AUMA products refer to the Internet: www.auma.com