Electric Actuators with Process Controllers · … › document › e57240en.pdfcontrol the flow of liquids in the pipeline. The electric actuators with process controllers are suitable

Mounting and Operating Instructions

EB 5724 ENFirmware version 2.20Edition August 2016

Tran

slatio

n of

orig

inal

instr

uctio

ns

Electric Actuators with Process Controllers

TROVIS 5724-3 (without fail-safe action)TROVIS 5725-3 (with fail-safe action)

for domestic hot water heating

2 EB 5724 EN

Note on these mounting and operating instructions

These mounting and operating instructions assist you in mounting and operating the device safely. The instructions are binding for handling SAMSON devices.

Î For the safe and proper use of these instructions, read them carefully and keep them for later reference.

Î If you have any questions about these instructions, contact SAMSON‘s After-sales Service Department ([email protected]).

The mounting and operating instructions for the devices are included in the scope of delivery. The latest documentation is available on our website (www.samson.de) > Product documentation. You can enter the document number or type number in the [Find:] field to look for a document.

Definition of signal words

Hazardous situations which, if not avoided, will result in death or serious injury

Hazardous situations which, if not avoided, could result in death or serious injury

Property damage message or malfunction

Additional information

Recommended action

DANGER!

WARNING!

NOTICE!

Note

Tip

Contents

EB 5724 EN 3

1 Safety instructions and measures ...................................................................51.1 Notes on possible severe personal injury .........................................................81.2 Notes on possible personal injury ...................................................................91.3 Notes on possible property damage ................................................................92 Markings on the device ...............................................................................102.1 Actuator nameplate ......................................................................................102.2 Valve nameplate ..........................................................................................103 Design and principle of operation ................................................................113.1 Fail-safe positions ........................................................................................123.2 Operating controls .......................................................................................123.3 Accessories .....................................................................................................3.4 Technical data .............................................................................................153.5 Dimensions in mm ........................................................................................174 Measures for preparation ............................................................................204.1 Unpacking ..................................................................................................204.2 Transporting and lifting ................................................................................204.2.1 Transporting ................................................................................................204.2.2 Lifting ..........................................................................................................204.3 Storage .......................................................................................................204.4 Aligning the travel indication scale ................................................................215 Mounting and start-up .................................................................................215.1 Mounting the actuator onto the valve .............................................................215.1.1 Force-locking attachment ..............................................................................215.1.2 Form-fit attachment ......................................................................................225.2 Installing the control valve into the pipeline ....................................................225.3 Electrical connections ...................................................................................225.4 Configuring the electric actuator ....................................................................245.5 Quick check ................................................................................................246 Operation ...................................................................................................276.1 Manually changing the stem position .............................................................27

4 EB 5724 EN

Contents

7 Servicing.....................................................................................................297.1 Preparation for return shipment .....................................................................298 Malfunctions ...............................................................................................308.1 Emergency action ........................................................................................309 Decommissioning and disassembly ..............................................................309.1 Decommissioning .........................................................................................309.2 Removing the actuator from the valve ............................................................319.2.1 Force-locking attachment ..............................................................................319.2.2 Form-fit attachment ......................................................................................319.3 Disposal ......................................................................................................3110 Appendix ....................................................................................................3110.1 After-sales service ........................................................................................3110.2 Configuration and parameter list ...................................................................3210.3 Parameter list ...............................................................................................3310.4 Customer setting ..........................................................................................3410.5 EU declaration of conformity .........................................................................35

Firmware revisions

2.11 (old)

2.13 (new)

Additional setting option 'Circulation pump (heating) reversed' in Function of switching output (F16). See section 10.2 and u KH 5724.

2.13 (old)

2.20 (new)

New pump protection function (F17). See section 10.2 and u KH 5724.

http://www.samson.de/pdf_en/e57241en.pdf


EB 5724 EN 5

Safety instructions and measures

1 Safety instructions and measuresThe TROVIS 5724-3 and TROVIS 5725-3 Electric Actuators with Process Controllers are a combination of an electric actuator and an integrated digital controller. They are designed for operating a mounted globe valve. In combination with the valve, the actuator is used to control the flow of liquids in the pipeline. The electric actuators with process controllers are suitable for DHW heating applications.The actuator is designed to operate under exactly defined conditions (e.g. thrust, travel). Therefore, operators must ensure that the actuator is only used in applications that meet the specifications used for sizing the actuator at the ordering stage. In case operators intend to use the actuator in other applications or conditions than specified, SAMSON must be con-tacted.SAMSON does not assume any liability for damage resulting from the failure to use the de-vice for its intended purpose or for damage caused by external forces or any other external factors.

Î Refer to the technical data for limits and fields of application as well as possible uses. See section 3.4.

Reasonably foreseeable misuseThe actuator is not suitable for the following applications: − Use outside the limits defined during sizing and in the technical data

Furthermore, the following activities do not comply with the intended use: − Use of non-original spare parts − Performing service and repair work not described in these instructions

Qualifications of operating personnelThe actuator must be mounted, started up, serviced, and repaired by fully trained and quali-fied personnel only; the accepted industry codes and practices are to be observed. Accord-ing to these mounting and operating instructions, trained personnel refers to individuals who are able to judge the work they are assigned to and recognize possible hazards due to their specialized training, their knowledge and experience as well as their knowledge of the appli-cable standards.

6 EB 5724 EN


Personal protective equipmentNo personal protective equipment is required for the direct handling of the electric actuator with process controller. Work on the valve on which the electric actuator is mounted may be necessary when mounting or removing the actuator from the valve.

Î Observe the requirements for personal protective equipment specified in the valve docu-mentation.

Î Check with the plant operator for details on further protective equipment.

Revisions and other modificationsRevisions, conversions or other modifications to the product are not authorized by SAMSON. They are performed at the user's own risk and may lead to safety hazards, for example. Fur-thermore, the product may no longer meet the requirements for its intended use.

Safety featuresThe following safety features exist: − Upon power supply failure, the TROVIS 5725-3 Electric Actuator causes the valve to

move to a certain fail-safe position. The fail-safe action of SAMSON actuators is speci-fied on the actuator nameplate.

Warning against residual hazardsTo avoid personal injury or property damage, plant operators and operating personnel must prevent hazards that could be caused in the control valve by the process medium, the operat-ing pressure, the signal pressure or by moving parts by taking appropriate precautions. They must observe all hazard statements, warning and caution notes in these mounting and oper-ating instructions, especially for installation, start-up, and maintenance.

Responsibilities of the operatorThe operator is responsible for proper operation and compliance with the safety regulations. Operators are obliged to provide these mounting and operating instructions to the operating personnel and to instruct them in proper operation. Furthermore, the operator must ensure that operating personnel or third persons are not exposed to any danger.

Responsibilities of operating personnelOperating personnel must read and understand these mounting and operating instructions as well as the specified hazard statements, warning and caution notes. Furthermore, the operat-ing personnel must be familiar with the applicable health, safety and accident prevention regulations and comply with them.

EB 5724 EN 7


Referenced standards and regulationsThe electric actuators with process controllers comply with the requirements of the Directives 2014/30/EU and 2014/35/EU. The declaration of conformity includes information about the applied conformity assessment procedure. This declaration of conformity is included in the Appendix of these instructions.The electric actuators are designed for use in low-voltage installations.

Î For wiring, maintenance, and repair, observe the relevant safety regulations.

Referenced documentationThe following documents apply in addition to these mounting and operating instructions: − Configuration Manual for TROVIS 5724-3 and TROVIS 5725-3 Electric Actuators with

Process Controllers u KH 5724 − Mounting and operating instructions of the valve on which the electric actuator is mount-

ed, e.g. for SAMSON valves:u EB 5861 for Type 3260 Three-way Valveu EB 5863 for Type 3226 Three-way Valveu EB 5866 for Type 3222 Globe Valveu EB 5867 for Type 3222 N Globe Valveu EB 5868 for Type 3213 and Type 3214 Globe Valvesu EB 8111 for Type 3321 Globe Valveu EB 8113 for Type 3323 Three-way Valveu EB 8131 for Type 3531 Globe Valve for Heat Transfer Oilu EB 8135 for Type 3535 Three-way Valve for Heat Transfer Oilu EB 3018 for Type 42-36 E Pressure-independent Control Valve (PICV) with electric ac-tuator












8 EB 5724 EN


1.1 Notes on possible severe personal injury

DANGER!

Risk of electric shock. Î Before connecting wiring, performing any work on the device or opening the de-vice, disconnect the power supply and protect it against unintentional reconnection.

Î Only use power interruption devices that are protected against unintentional recon-nection of the power supply.

Î Do not remove any covers to perform adjustment work on live parts. Î Do not open the back housing cover.

The electric actuators with process controllers are protected against spray water (IP 54).

Î Avoid jets of water.

The switching output L' might be live after the supply voltage has been connected. Î Do not touch the switching output L'. Î When the switching output is not used, deactivate it in function F16 ('Passive' set-ting).

Risk of bursting in pressure equipment.Control valves and pipelines are pressure equipment. Improper opening can lead to valve components bursting.

Î Before starting any work on the control valve, depressurize all plant sections con-cerned as well as the valve.

Î Drain the process medium from all the plant sections concerned and from the valve. Î Wear recommended personal protective equipment. See associated valve docu-mentation.

EB 5724 EN 9


1.2 Notes on possible personal injury

WARNING!

Crush hazard arising from moving parts.The form-fit version of the electric actuator with process controller contains moving parts (actuator and plug stems), which can injure hands or fingers if inserted into the actuator.

Î Do not insert hands or finger into the yoke while the valve is in operation. Î Disconnect the power supply before performing any work on the control valve. Î Do not impede the movement of the actuator or plug stem by inserting objects into their path.

1.3 Notes on possible property damage

NOTICE!

Risk of actuator damage due to the power supply exceeding the permissible toler-ances.The electric actuators are designed for use according to regulations for low-voltage in-stallations.

Î Observe the permissible tolerances of the power supply.

Risk of actuator damage due to excessively high tightening torques.The connection of the electric actuator must be tightened with certain torques. Excessive-ly tightened torques lead to parts wearing out quicker.

Î Observe the specified tightening torques.

Malfunction due to a configuration that does not meet the requirements of the appli-cation.The electric actuator with process controller is configured for the specific application by setting configuration items and parameters.

Î Perform the configuration for the specific application during start-up and after a re-set to default settings.

10 EB 5724 EN

Markings on the device

2 Markings on the device2.1 Actuator nameplate

1 2

Var.-IDSerial no.

35

1516

SAMSON Controller with

Model

0062

46

F: 710 11U: f:

9t:12P: 13

8s:

Electric Actuator

Firmware - Version::

:

14

1 Type designation2 Year of manufacture3 Configuration ID4 Model designation (TROVIS 5725-3 only)5 Serial number6 DIN registration number (TROVIS 5725-3

only)7 Thrust8 Rated travel9 Transit time for rated travel

10 Power supply11 Power line frequency12 Power consumption13 Fail-safe action (TROVIS 5725-3 only)

Actuator stem re-tracts

Actuator stem extends

14 Firmware version15 Inputs16 Outputs

2.2 Valve nameplateSee associated valve documentation.

Risk of damage to the screw heads on the front cover due to the use of the wrong tool.The actuator housing cover is fastened using TORX PLUS® screws, size 10IP.

Î To loosen and tighten the screws, only use the following screwdrivers: − TORX® T10 − TORX PLUS® 10IP − Flat-blade screwdriver with 0.8 mm blade thickness and 4.0 mm blade width

EB 5724 EN 11

Design and principle of operation

3 Design and principle of oper-ation

The TROVIS 5724-3 and TROVIS 5725-3 Electric Actuators with Process Controller consist of a linear actuator with an integrat-ed digital controller.They are especially designed for DHW heat-ing in instantaneous heating systems for small to medium-sized buildings and for fixed set point control circuits in mechanical engineering applications. They are particu-larly suitable for mounting to SAMSON Types 3213, 3214, 3260, 3222, and 3226 Valves.A special version of Type 3222 (DN 25) and Type 3222 N DN 15) with a special plug de-sign is available for small installations (apartment or house). As a result, even small tapping amounts can be controlled.

The integrated digital controller must be con-nected to a temperature sensor on the input side, which can be optionally upgraded by a water flow sensor or a flow switch.Alternatively, a current signal can be used for mechanical engineering applications.The set point of the digital controller is set to 60 °C and can be changed manually at the set point potentiometer (11) or in the TROVIS-VIEW software.The actuator contains a reversible synchro-nous motor and a maintenance-free gear. The synchronous motor is switched off by torque-dependent switches in the end posi-tions or in case of overload. The force of the electric motor is transmitted via gearing and crank disk to the actuator stem (3) and to the plug stem of the mounted valve.

0100

50

8 9 1 1.1212 1.2

11

06

1215

15 126

0

0

6 12 15

4

3

1 Electric actuator with process controller

1.1 Front cover1.2 Cable entry2 Handwheel (TROVIS 5724-3 only)3 Actuator stem4 Coupling nut8 Spring assembly (TROVIS 5725-3

only)9 Travel indication scale11 Set point potentiometer12 Serial interface (RJ-12 port)

Î Do not open the back housing cover.

Fig. 1: TROVIS 5724-3 and 5725-3 Electric Actuators with Process Controller, force-locking valve connection

12 EB 5724 EN


When the actuator stem extends, it presses on the plug stem (10) of the valve. When the actuator stem retracts, the plug stem follows the movement of the return spring in the valve.Actuator and valve are connected by the coupling nut (4).

TROVIS 5724-3The electric actuator without fail-safe action has a handwheel (2) used to manually posi-tion the valve (only when the actuator is dis-connected from the power supply). Travel and direction of action can be read off the travel indication scale (9).

TROVIS 5725-3The electric actuator with fail-safe action contains a spring assembly (8) and an elec-tromagnet, which move the connected valve to its fail-safe position when de-energized.

Î The fail-safe action must not be used to control the valve position.

The TROVIS 5725-3 Electric Actuator with Process Controller with "actuator stem extends" fail-safe action is tested by the German Technical Inspectorate (TÜV) according to DIN EN 14597 in combination with various SAMSON valves. The register number is available on request.

3.1 Fail-safe positionsTROVIS 5724-3The TROVIS 5724-3 Electric Actuator with Process Controller does not have fail-safe ac-tion. When a valve is mounted on this actua-tor, the valve remains in the last position af-ter the power supply fails.

TROVIS 5725-3The TROVIS 5725-3 Electric Actuator with Process Controller has fail-safe action. When a valve is mounted on this actuator, the valve is moved to the fail-safe position specified on the nameplate (12 in Fig. 1) after the power supply fails: − Actuator stem extends: upon power sup-

ply failure, the actuator stem extends. − Actuator stem retracts: upon power sup-

ply failure, the actuator stem retracts.

3.2 Operating controlsTravel indicator

Handwheel

Fig. 2: Operating controls on the actuator

EB 5724 EN 13


Travel indicatorTravel and direction of action can be read off the scale of the travel indicator.

The scale must be turned when a three-way mixing valve is used so that the travel and scale reading match. See section 4.4.

Handwheel (TROVIS 5724-3 only)The valve position can be changed manually using the handwheel. See section 6.1.

LEDsThe device has a red and a yellow LED which indicate the operating states of the de-vice.The LEDs are located underneath the front cover on top of the circuit board.

Risk of damage to the screw heads on the front cover due to the use of the wrong tool.To loosen and tighten the screws, only use TORX® T10, TORX PLUS® 10IP, or a flat-blade screwdriver with 0.8 mm blade thick-ness and 4.0 mm blade width.

We recommend screwing the bottom screws of the open housing front cover into the top holes of the housing.

Blinking pattern of the yellow LED − Device switched off or command mode

ON

OFFTime [s]

− Device switched on or memory pen action completed

ON

OFFTime [s]

− Plausibility error in memory penON

OFFTime [s]

− Preparing to read data from memory pen

ON

OFFTime [s]

− Preparing to write data to memory penON

OFFTime [s]

− Preparing data loggingON

OFFTime [s]

Note

NOTICE!

Tip

14 EB 5724 EN


− Data logging in progressON

OFFTime [s]

− EEPROM error in memory penON

OFFTime [s]

Blinking pattern of the red LED − Normal operation or memory pen insert-

edON

OFFTime [s]

− Device starting upON

OFFTime [s]

− Temperature too high (upper limit (GWH) exceeded)

ON

OFFTime [s]

− EEPROM error in deviceON

OFFTime [s]

− Zero calibration in progressON

OFFTime [s]

− Internal transit time measurementON

OFFTime [s]

− Wire breakage at temperature input

OFF

ON

Time [s]

− Wire breakage at current inputON

OFFTime [s]

− Flow rate at water flow sensor exceeds measuring range

ON

OFFTime [s]

EB 5724 EN 15


3.3 AccessoriesCommunication − TROVIS-VIEW software (6661-1060) for

revision 2 of the TROVIS 5724-3 and TROVIS 5725-3 Electric Actuator with Process Controller is required. The TROVIS-VIEW software can be down-loaded free of charge from our website (u www.samson.de at Services > Soft-ware > TROVIS-VIEW). The software can also be supplied on a CD-ROM. Further details in Data Sheet u T 6661.

− Hardware packageAccessories for data transmission (in-cluding memory pen-64, connecting ca-ble and modular adapter), order no. 1400-9998

− Memory pen-64For indirect data transmission, order no. 1400-9753

DHW heating in instantaneous heating system − Type 5207-0060 Temperature Sensor,

optimized Pt 1000 temperature sensor with fast response which is simple to in-stall

− Sensor pocketFor Type 5207-0060 Pt 1000 Sensor for mounting to heat exchangers with G ¾ for optimal positioning instantaneous heating systems, order no. 1400-9249

− Water flow sensorAxial turbine flowmeter for liquids and associated extension cable with mating connector, order no. 1400-9246)

− Flow switchTo recognize when hot water is being tapped using an NO contact

3.4 Technical dataElectric actuator with process controller

TROVIS 5724 5725-310 -313 -320 -323 -330 -333 -310 -313 -320 -323 -330 -333

Fail-safe action Without With

Operating direction – Extends

Rated travel mm 6 6 12 12 15 15 6 6 12 12 15 15

Transit time for rated travel s 35 18 70 36 90 45 35 18 70 36 90 45

Transit time for fail-safe action s – 4 4 6 6 7 7

Thrust N 700 500 280

Thrust in the event of fail-safe action N – 500 280

AttachmentForce-locking • • • • • • • •

Form-fit • • • •

Handwheel Yes Possible 1)

http://www.samson.de/page.php?sp=en&lh=l4&ll=l99&ti=TROVIS-VIEW&bo=service/en-trovis-view.php

http://www.samson.de/page.php?sp=en&lh=l4&ll=l99&ti=TROVIS-VIEW&bo=service/en-trovis-view.php

http://www.samson.de/pdf_en/t66610en.pdf

16 EB 5724 EN


Electric actuator with process controller

TROVIS 5724 5725-310 -313 -320 -323 -330 -333 -310 -313 -320 -323 -330 -333

Fail-safe action Without With

Operating direction – Extends

Power supply 230 V (±10 %), 50 Hz 230 V (±10 %), 50 Hz

Power consumption Approx. VA 4 7.7 4 7.7 4 7.7 5.5 9.2 5.5 9.2 5.5 9.2

Permissible temperatures 5)

Ambient 0 to 50 °C 0 to 50 °C

Storage –20 to +70 °C –20 to +70 °C

SafetyDegree of protection IP 54 4) IP 54 4)

Class of protection II (according to EN 61140)

Overvoltage category II (according to EN 60664)

Degree of contamination 2 (according to EN 60664)

Electromagnetic compatibility According to EN 61000-6-2, EN 61000-6-3 and EN 61326

Vibration According to EN 61000-6-2 and EN 60068-2-27

Compliance ·

Inputs and outputsBinary input BI1 3) Floating contact for internal set point switchover or to deactivate the func-

tion to maintain the heat exchanger at a constant temperature

Binary input BI2 3) Floating contact to connect a flow switch

Switching output 230 V/50 Hz, max. 1 A

Weight kg (approx.) 1.1 1.3

AccessoriesTemperature sensor Pt 1000, fast response

Water flow sensor 530 pulses/l, measuring range 1 to 30 l/min

Flow switch 2) Yes · Alternative to water flow sensor

1) Manual override using 4 mm Allen key (after removing the front cover); actuator always returns to fail-safe position after release.

2) The flow switch or water flow sensor is not required in DHW heating in instantaneous systems with a constant circu-lation.

3) Recommendation: use devices with gold contacts when using relays.4) Up to device index .03 only when the actuator is installed in the upright position. See last two figures of the configu-

ration ID written on the nameplate (see page 10), e.g. Var.-ID xxxxxxx.xx, for the device index.5) The permissible medium temperature depends on the valve on which the electric actuator with process controller is

mounted. The limits in the valve documentation apply.

EB 5724 EN 17


3.5 Dimensions in mm

TROVIS 5724-313/-323TROVIS 5725-313/-323

12

18Ø

70

51(33)

136

146

48 44103

8211

3

TROVIS 5724-310/-320TROVIS 5725-310/-320

146

8211

3

48 44103

TROVIS 5724-333TROVIS 5725-333

1251

Ø10

46.5

6

18Ø

70

(33)136

44103

18 EB 5724 EN


Ø10

46.5

6

146

8211

3

48

TROVIS 5724-330TROVIS 5725-330

Type 5207-0060 Pt 1000 SensorTime response: t0.5 < 1 s, t0.9 < 3 s; in

water 0.4 m/sPN 16

Max. medium temperature: 80 °C

Accessories for domestic hot water heating

Ø3.3

Ø5.4

10.5

1552

±1

2000

appr

ox.

50

Water flow sensor with extension cable

Order no. 1400-9246Measuring range 1 to 30 l/min,

DN 10, PN 10, IP 54 max. medium temperature: 70 °C

Extension cable length: 2 m

50

G¾

G¾

13 13

EB 5724 EN 19


G¼

G¾

35

G¾

65

G¼

G¾

35

G¾

65

G¼

G1

35

G¾

65

38

G¾

G¾

39

G1

G¾

Sensor pocket (including gasket) for heat exchanger with G ¾

Order no. 1400-9249

Connecting piece (including gasket) for valve G ¾Order no. 1400-9236

Circulation pipe connection (including gasket)

Order no. 1400-9232

Sensor pocket (including gasket) for heat exchanger with G 1

Order no. 1400-9252

Connecting piece (including gasket) for valve G 1

Order no. 1400-9237

20 EB 5724 EN

Measures for preparation

4 Measures for preparationAfter receiving the shipment, proceed as fol-lows:1. Check the scope of delivery. Compare

the shipment received against the deliv-ery note.

2. Check the shipment for transportation damage. Report any damage to SAMSON and the forwarding agent (re-fer to delivery note).

4.1 Unpacking

Do not remove the packaging until immedi-ately before mounting and start-up.

1. Remove the packaging from the electric actuator.

2. Dispose of the packaging in accordance with the valid regulations.

4.2 Transporting and lifting

4.2.1 Transporting − Protect the electric actuator against exter-

nal influences (e.g. impact). − Protect the electric actuator against mois-

ture and dirt. − Observe the permissible transportation

temperature of –20 to +70 °C.

4.2.2 LiftingDue to the low service weight, lifting equip-ment is not required to lift the electric actua-tor.

4.3 Storage

Risk of actuator damage due to improper storage. − Observe storage instructions. − Avoid long storage times. − Contact SAMSON in case of different stor-age conditions or long storage periods.

We recommend regularly checking the elec-tric actuator and the prevailing storage con-ditions during long storage periods.

Storage instructions − Protect the electric actuator against exter-

nal influences (e.g. impact). − Protect the electric actuator against mois-

ture and dirt. − Make sure that the ambient air is free of

acids or other corrosive media. − Observe the permissible storage tem-

perature from –20 to +70 °C. − Do not place any objects on the electric

actuator.

Note

NOTICE!

Note

EB 5724 EN 21

Mounting and start-up

4.4 Aligning the travel indication scale

The travel indication scale has two opposed scales. Which scale is to be used depends on the valve version (Fig. 3). In the delivered state, the scale alignment applies to globe valves and three-way diverting valves. The alignment needs to be changed when a three-way mixing valve is used (see below).

0

06

6

1215

1215

0

15126

Holes fordriving pin with three-

way mixing valve

Driving pin in position 0, location of scale with globe or three-way diverting valves (delivered state)

Fig. 3: Travel indication scale

Globe and three-way diverting valves: the driving pin is in position 0 (delivered state).Three-way mixing valve: change the alignment of the scale


Î Open front cover. Î Remove scale, turn it and replace it so that the pin is positioned over the appro-priate hole (6, 12 or 15) corresponding to the rated travel (6, 1 or 15 mm travel).

Î Close front cover.

5 Mounting and start-up

Risk of malfunction due to incorrectly per-formed start-up.Perform start-up following the described sequence.

5.1 Mounting the actuator onto the valve

The actuator is mounted either directly onto the valve or using a rod-type yoke depend-ing on the valve version used (see Fig. 4).

5.1.1 Force-locking attach-ment

1. Retract actuator stem: − Using handwheel (TROVIS 5724-3

only) − Over manual level in TROVIS-VIEW

software2. Place the actuator on the valve connec-

tion and tighten coupling nut (tightening torque 20 Nm).

NOTICE!

NOTICE!

22 EB 5724 EN


5.1.2 Form-fit attachment1. Place the actuator on the yoke (15) and

tighten the coupling nut (4) (tightening torque 20 Nm).

2. Place actuator with yoke (15) on the valve and tighten the nut (17) (min. tight-ening torque 150 Nm).

3. Pull plug stem until it reaches the actua-tor stem or extend actuator stem using the handwheel (2).

4. Position the clamps of the stem connector (16) included in the accessories on the ends of the actuator stem and plug stem and screw tight.

5.2 Installing the control valve into the pipeline

Degree of protection not achieved due to in-correct mounting position.Do not install the valve with the actuator suspended downwards (see Fig. 5).

Î Install the valve into the pipeline accord-ing the specifications in the mounting and operating instructions of the valve.

5.3 Electrical connections

Risk of electric shock. − Upon installation of the electric cables, you are required to observe the regulations concerning low-voltage installations ac-

cording to DIN VDE 0100 as well as the regulations of your local power supplier. − Use a suitable power supply which guar-antees that no dangerous voltages reach the device in normal operation or in the event of a fault in the system or any other system parts. − Connect the actuator to the electrical net-work only after the power supply is first switched off. Make sure the power cannot be switched on unintentionally. − The switching output L' may be live. Do not touch the switching output L'.

The electric actuator requires a fast-response Pt 1000 sensor to be connected for it to func-tion.Two set points W1 and W2 can be used. The binary input BI1 is used to switch be-tween the set points.In addition, a water flow sensor or a flow switch can be connected to quickly recognize when hot water is being tapped.Alternatively, instead of the Pt 1000 sensor, the current input 0/4 to 20 mA can be used for control purposes in mechanical engineer-ing applications.The connected temperature sensor and the current input configured as 4 to 20 mA are monitored for line breakages.A wire breakage of a sensor is indicated by the red LED blinking slowly. It cannot be de-tected when a 0 to 20 mA input signal is used.

NOTICE!

DANGER!

EB 5724 EN 23


34

0 0

2

15

4

16

17

Force-locking attachment with coupling nut, e.g. to Type 3222 Valve

Form-fit attachment with stem connector, e.g. with rod-type yoke on Series V2001 Valve

2 Handwheel (TROVIS 5724-3 only)3 Actuator stem4 Coupling nut15 Yoke16 Stem connector17 Nut

Fig. 4: Attaching actuator and valve Fig. 5: Mounting position

24 EB 5724 EN



Î Open front cover. Î Guide the connecting cables through the cable gland.

Î Perform the electrical connection de-pending on the application according to one of the following wiring diagrams (Fig. 6 and Fig. 7).As soon as the actuator is connected to the power supply, zero calibration starts.The actuator stem extends (when the di-rection of action increasing/increasing has been set) and the red and yellow LEDs under the serial interface are illumi-nated.As soon as the actuator stem has reached the final position, the red LED is turned off.The yellow LED remains illuminated and indicates that the actuator is ready for use.

Î Close front cover.

5.4 Configuring the electric actuator

Change the configuration items and parame-ters in the TROVIS-VIEW software. All the configuration items and parameters are list-ed in the appendix.

All configuration items and parameters are described in detail in the associated configu-ration manual u KH 5724. This configura-tion manual can be downloaded from the SAMSON website (www. samson.de) and is available in the [?] menu in the TROVIS-VIEW software.

1. Perform the application-specific configu-ration in TROVIS-VIEW. See documenta-tion on TROVIS-VIEW software u EB 6661.

2. Transfer the configuration to the electric actuator using the connecting cable or memory pen.

3. We recommend writing down the config-uration made in section 10.4.

NOTICE!

Tip



EB 5724 EN 25


1)

LL' N 5V INS1 SS2

230V, 50Hz3)

4)

BE1

LL' N 5V INS1 SS2

230V, 50Hz3)

4)

BE22)

4)

LL' N 5V INS1 SS2

230V, 50Hz3)

LL' N 5V INS1 SS2

230V, 50Hz

+ –0(4) ... 20mA

3)

4)

LL' N 5V INS1 SS2

230V, 50Hz

+ –0(4) ... 20mA

3)

4)

LL' N 5V INS1 SS2

230V, 50Hz3)

4)

Operation with Pt 1000 sensor

DHW heating in instantaneous heating system

Mechanical engineering applications

Operation with Pt 1000 sensor and flow switch

Operation with Pt 1000 sensor and set point guided by current input

1) Water flow sensor2) Flow switch

3) Pump or fault alarm output4) Electromagnet (TROVIS 5725-3 only)

Operation with current input

Operation with Pt 1000 sensor and binary contact to switch between set points

Operation with Pt 1000 sensor and water flow sensor (see Fig. 7 for information for connection of water flow sensor)

DANGER *!

Live wires

DANGER *!

DANGER *!

DANGER *!

DANGER *!

DANGER *!

DANGER *!

Fig. 6: Electrical connections

26 EB 5724 EN


18:9

20

150

BK

GN

WH

BN

GN WH

BNGNWH

50

PVC 3 x 0.5 mm²

~ Ø125

Wire end ferrule

Plug connector

Nameplate Cable tie

Bushing

Connection of water flow sensor (WWS)

BN BrownGN GreenBK BlackWH White

Fig. 7: Connection of water flow sensor (WWS)

Connection of water flow sensor (WWS)

WSS Extension cable TROVIS 5724-3

GND BK BN

BE1

LL' N 5V INS1 SS2

230V, 50Hz3)

4)

Signal GN GN IN

5 V WH WH 5 V

EB 5724 EN 27

Operation

5.5 Quick checkTo test the electric actuator's ability to func-tion, the following quick checks can be per-formed:

Î Apply the maximum and minimum con-trol signals (e.g. over the manual level in TROVIS-VIEW).

Î Check the end positions of the valve. Î Check the travel indication on the scale.

TROVIS 5725-3 Î Disconnect the power supply and check whether the valve moves to the fail-safe position.

6 OperationImmediately after completing mounting and start-up, the valve with electric actuator is ready for use.

Form-fit version: crush hazard arising from moving parts (actuator and plug stem).Do not insert hands or finger into the yoke while the valve is in operation.

Form-fit version: operation disturbed by a blocked actuator or plug stem.Do not impede the movement of the actuator or plug stem by inserting objects into their path.

6.1 Manually changing the stem position

TROVIS 5724-3 onlyA manual adjustment of the stem position only makes sense when the power supply is switched off as the stem position is deter-mined by the actuator in closed-loop opera-tion, meaning any manual adjustment would be automatically corrected by the actuator.The stem position is changed at the hand-wheel:

Î Switch off the power supply. Î Turn clockwise to extend the actuator stem (approx. 4 turns for 1 mm travel).

WARNING!

NOTICE!

28 EB 5724 EN

Operation

Î Turn counterclockwise to retract the actu-ator stem (approx. 4 turns for 1 mm trav-el).

Changing the set point W1The default settings of set point W1 is 60 °C and W2 is 70 °C.These set point can be changed in the TRO-VIS-VIEW software.To manually adjust the W1 set point without TROVIS-VIEW, turn the set point potentiome-ter (11 in Fig. 1) located on the printed cir-cuit board of the actuator. The adjustable setting range is between 10 and 100 % of the measuring range (default: lower measur-ing range value Xmin = 0 °C and upper measuring range value Xmax = 100 °C).In the delivered state, the set point potenti-ometer is set to 0 %, i.e. it does not have any effect on W1 set point (60 °C).

Additional points that apply:

Device with firmware 2.10 or lower: Î The set point potentiometer only takes ef-fect when the actual value originates from a Pt 1000 sensor. In the combina-tion with F05 - 1 (Current input active) and F06 - 1 (Current input function = set point), the set point potentiometer is not active.

Device with firmware 2.11 or higher:The set point can be adjusted even when us-ing the current input.

Î The manually adjusted value at the set point potentiometer for W1 is only used for control if function block F12 in

TROVIS-VIEW is set to 1 (Automatic set point potentiometer: manual setting ef-fective above 10 %. The required setting F12 - 1 is the default setting.

Î The set point W2 can only be changed in TROVIS-VIEW.


1. Open front cover.2. Set W1 set point as required at the set

point potentiometer (11 in Fig. 1).

0

100

50

Setting range: 0 to 100 % of the measur-ing range (default set-ting 0 to 100 °C)

Do not forget to check the automatic set point potentiometer function.

3. Close front cover.

Function of automatic set point potentiome-ter

Î Any setting below 10 % at the set point potentiometer is ignored by the control-ler. The controller uses the W1 set point from the parameter list (TROVIS-VIEW software) for control.

Î Any setting above 10 % at the set point potentiometer is used by the controller

NOTICE!

EB 5724 EN 29

Servicing

for control. The W1 set point entered in TROVIS-VIEW is ignored.

7 Servicing

The electric actuator with process controller was checked by SAMSON before it left the factory. − The product warranty becomes void if ser-vice or repair work not described in these instructions is performed without prior agreement by SAMSON's After-sales Ser-vice department. − Only use original spare parts by SAMSON, which comply with the original specifications.

7.1 Preparation for return ship-ment

Defective electric actuators can be returned to SAMSON for repair.Proceed as follows to return valves to SAMSON:1. Put the control valve out of operation and

remove it from the pipeline. See associat-ed valve documentation.

2. Remove the electric actuator from the valve. See section 9.2.

3. Send the electric actuator to your nearest SAMSON subsidiary. SAMSON subsid-iaries are listed on our website at u www.samson.de > Contact.

Note

Table 1: TroubleshootingError Possible reasons Recommended actionActuator or plug stem does not move on demand.

Actuator is blocked. Check attachment.Unblock the actuator.

No or incorrect power supply con-nected.

Check the power supply and connections.

Actuator or plug stem does not move through the whole range.

No or incorrect power supply con-nected.

Check the power supply and connections.

The electric actuator with process controller does not perform the functions as required.

The configuration of the electric actuator does not meet the application requirements.

Check configuration.If necessary, refer to the Con-figuration Manual u KH 5724.The electric actuator was reset to

its default settings without adapt-ing the configuration to the appli-cation afterwards.


30 EB 5724 EN

Malfunctions

8 MalfunctionsTroubleshooting (see Table 1).

Contact SAMSON's After-sales Service de-partment for malfunctions not listed in the ta-ble.

8.1 Emergency actionThe valve, on which the electric actuator with fail-safe action is mounted, is moved to its fail-safe position upon power supply failure (see section 3.1).The plant operator is responsible for emer-gency action to be taken in the plant.

Emergency action in the event of valve failure is described in the associated valve documentation.

9 Decommissioning and disas-sembly

Risk of electric shock. − Before performing any work on the device and before opening the device, disconnect the power supply and protect it against un-intentional reconnection. − Only use power interruption devices that are protected against unintentional recon-nection of the power supply.

Risk of bursting in control valve components due to incorrect opening. − Before starting any work on the control valve, depressurize all plant sections con-cerned and the valve. − Drain the process medium from all the plant sections concerned and from the valve. − Wear recommended personal protective equipment. See associated valve documen-tation.

9.1 DecommissioningTo decommission the electric actuator for maintenance work or disassembly, proceed as follows:1. Close the shut-off valves upstream and

downstream of the control valve to stop the process medium from flowing through the valve.

2. Completely drain the pipelines and valve.

3. Disconnect and lock the power supply.4. If necessary, allow the pipeline and valve

components to cool down.5. Remove the valve from the pipeline. See

associated valve documentation.

Note

Tip

DANGER! DANGER!

DANGER! DANGER!

EB 5724 EN 31

Appendix

9.2 Removing the actuator from the valve

9.2.1 Force-locking attach-ment

1. Undo the coupling nut (4) and remove the actuator from the valve connection.

9.2.2 Form-fit attachment1. Unscrew the stem connector clamps (16)

between the actuator stem and the plug stem.

2. Undo the nut (17) and remove the rod-type yoke (15) together with the actuator from the valve.

3. Undo the coupling nut (4) and remove the actuator from the rod-type yoke (15).

9.3 Disposal Î Observe local, national, and internation-al refuse regulations.

Î Do not dispose of components, lubri-cants, and hazardous substances togeth-er with your other household waste.

10 Appendix

10.1 After-sales serviceContact SAMSON's After-sales Service de-partment for support concerning service or repair work or when malfunctions or defects arise.

E-mailYou can reach the After-sales Service De-partment at aftersalesservice@samson.

Addresses of SAMSON AG and its subsid-iariesThe addresses of SAMSON AG, its subsid-iaries, representatives, and service facilities worldwide can be found on the SAMSON website, in all SAMSON product catalogs or on the back of these Mounting and Operat-ing Instructions.

Required specificationsPlease submit the following details: − Order number and position number in

the order − Type, serial number, firmware version,

device version

32 EB 5724 EN

Appendix

10.2 Configuration and parameter listConfiguration listThe function blocks F01 to F14 have the following listed functions.F = Function block WE = Default setting 0 = OFF, 1 = ONF Function WE Meaning01 DHW tapping recognition 1 0 – Continuous control

1 – Flow rate sensor active02 Flow rate sensor 1 0 – Flow switch

1 – Water flow sensor03 Adaptation 1 0 – Passive

1 – Active (with water flow sensor)04 Operating direction 0 0 – >> (increasing/increasing)

1 – <> (increasing/decreasing)05 Current input 0 0 – Passive (binary input)

1 – Active06 Function of current input 0 0 – Actual value

1 – Set point07 Measuring range of

current input0 0 – 0 to 20 mA

1 – 4 to 20 mA08 Function of binary input 0 0 – Termination of maintaining heat exchanger at constant

temperature1 – Switchover between internal set points

09 Maintain heat exchanger at constant temperature

0 0 – Time adjustable1 – Continuous

10 Upper limit (GWH) 0 0 – No limitation1 – Exceeding GWH causes switch-off

11 Lower limit (GWL) 0 0 – No frost protection1 – Violation of GWL causes frost protection to start

12 Manual set point 1 0 – No manual adjustment1 – Manual adjustment effective above 10 %

16 Function of switching output

3 1 – Passive2 – Fault alarm3 – Circulation pump (DHW)4 – Circulation pump (heating)5 – Tapping6 – Circulation pump (heating) reversed

17 Pump protection 1 0 – No1 – Yes

EB 5724 EN 33

Appendix

10.3 Parameter listThe parameters have the setting ranges as listed below.P = Parameter WE = Default settingP Parameters WE Adjustment range01 Set point W1 60 °C 0 to 100 °C02 Set point W2 70 °C 0 to 100 °C03 Lower measuring range value Xmin 0 °C –50 to 90 °C04 Upper measuring range value Xmax 100 °C 10 to 150 °C05 Upper limit (GWH) 95 °C 0 to 100 °C06 Lower limit (GWL) 5 °C 0 to 20 °C07 Proportional-action coefficient KP 0.6 0.1 to 5008 Reset time Tn 25 s 0 to 999 s09 Derivative-action time Tv 0 s 0 to 999 s10 Actuator transit time Ty 35 s 0 to 240 s11 Set-back difference 8 K 0 to 30 K12 Heating period to maintain heat exchanger at

constant temperature24 h 0.0 to 25.5 h

34 EB 5724 EN

Appendix

10.4 Customer setting

Station

Operator

SAMSON office

Function blocks Parameters

F WE Performed setting P WE Performed setting Adjustment range

01 1 01 60 °C 0 to 100 °C

02 1 02 70 °C 0 to 100 °C

03 1 03 0 °C –50 to 90 °C

04 0 04 100 °C 10 to 150 °C

05 0 05 95 °C 0 to 100 °C

06 0 06 5 °C 0 to 20 °C

07 0 07 0.6 0.1 to 50

08 0 08 25 s 0 to 999 s

09 0 09 0 s 0 to 999 s

10 0 10 35 s 0 to 240 s

11 0 11 8 K 0 to 30 K

12 1 12 24 h 0.0 to 25.5 h

16 3

17 1

EB 5724 EN 35

Appendix

10.5 EU declaration of conformity

SAMSON AKTIENGESELLSCHAFT Weismüllerstraße 3 60314 Frankfurt am Main

Telefon: 069 4009-0 · Telefax: 069 4009-1507 E-Mail: [email protected]

Revison 05

EU Konformitätserklärung/EU Declaration of Conformity Für das folgende Produkt / For the following product

Kombinierter Regler mit Hubantrieb / Controller with Electric Actuator Typ / Type 5724

wird die Konformität mit den nachfolgenden EU-Richtlinien bestätigt / signifies compliance with the following EU Directives:

EMC 2004/108/EC (bis/to 2016-04-19) EMC 2014/30/EU (ab/from 2016-04-20) EN 61000-6-2:2005, EN 61000-6-3:2010

LVD 2006/95/EC (bis/to 2016-04-19) LVD 2014/35/EU (ab/from 2016-04-20) EN 60730-1:2011, EN 61010-1:2010

Hersteller / Manufacturer:

SAMSON AKTIENGESELLSCHAFT Weismüllerstraße 3

D-60314 Frankfurt am Main Deutschland/Germany

Frankfurt, 2016-04-06

Gert Nahler ppa. Günther Scherer Zentralabteilungsleiter/Head of Department Qualitätssicherung/Quality Managment Entwicklung Automation und Integrationstechnologien/ Development Automation and Integration Technologies ce

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n_re

v05.

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SAMSON AG · MESS- UND REGELTECHNIKWeismüllerstraße 3 · 60314 Frankfurt am Main, GermanyPhone: +49 69 4009-0 · Fax: +49 69 [email protected] · www.samson.de EB 5724 EN 20

16-1

1-01

· En

glish

Electric Actuators with Process Controllers · … › document › e57240en.pdfcontrol the flow of liquids in the pipeline. The electric actuators with process controllers are suitable

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