© 2018 Schneider Electric. All rights reserved. All trademarks are owned by Schneider Electric Industries SAS or its affiliated companies. March, 2020 tc Document Number: F-27087-11 www.schneider-electric.com schneider-electric.com | 1 Installation Instructions Ball Valve Assemblies with SmartX Actuators Ball Valve Assemblies The Schneider Electric VA, VF, and VS-2xx3-xxx-9-xx series Ball Valve Assemblies are complete actuator/valve assemblies that accept two- position, floating, or proportional control signals from a DDC system or a thermostat, for control of hot or chilled water, or solutions of up to 50% glycol. They consist of direct-coupled SmartX spring return or non-spring return actuators mounted on 2-way (½” to 3”) and 3-way (½” to 2”) ball valve bodies. Typical applications include reheat on VAV boxes, fan coil units, hot and chilled water coils in air handling units, and unit ventilators. Vx-2xx3-xxx-9-xx series ball valve assemblies are available with either spring return or non-spring return SmartX Actuators. Vx-22x3-5xx-9-xx 2-Way Assembly with Spring Return Actuator Vx-2313-5xx-9-xx 3-Way Assembly with Spring Return Actuator Vx-22x3-8xx-9-xx 2-Way Assembly with Mx4D Series Actuator Vx-2313-8xx-9-xx 3-Way Assembly with Mx4D Series Actuator Vx-2213-50x-9-xx 2-Way Assembly with Non-Spring Return Actuator Vx-2313-50x-9-xx 3-Way Assembly with Non-Spring Return Actuator Ball valve body/linkage assemblies allow field mounting of SmartX Actuators. VB-2253-500-9-xx Body/Linkage Assembly with 2-Way Ball Valve VB-2313-500-9-xx Body/Linkage Assembly with 3-Way Ball Valve MA40-704x, MA4x-707x, MA4x-715x Installation Instructions ....F-26642 MF4x-7xx3, MF4x-7xx3-50x Installation Instructions. . . . . . . . . . . .F-26644 MS4x-7xx3, MS4x-7xx3-50x Installation Instructions ...........F-26645 MF41-6043, MF41-6083 Installation Instructions ..............F-27213 MA4D-xxxx, MF4D-xxxx, MS4D-xxxx Installation Instructions ....F-27170 MS41-6043, MS41-6083 Installation Instructions ..............F-27214 Mx40-704x Mounting and Wiring Instructions .................F-27003 Mx4x-6xxx, Mx4x-7xxx, SmartX Actuators Selection Guide ......F-27986 VA, VF, and VS-2xx3-xxx-9-xx Series Ball Valve Selection Guide .F-27086 EN205 Water and Steam Systems. . . . . . . . . . . . . . . . . . . . . . . . . .F-26080 Schneider Electric Valves and Actuators Catalog ..............F-27855 Applicable Literature2 | schneider-electric.comInstallation Instructions March, 2020 tc © 2018 Schneider Electric. All rights reserved. All trademarks are owned by Schneider Electric Industries SAS or its affiliated companies. Document Number: F-27087-11 Installation Inspection Inspect the package for damage. If damaged, notify the appropriate carrier immediately. If undamaged, open the pack- age and inspect the device for obvious damage. Return any damaged products. Requirements • Tools: • #2 Phillips screwdriver • 3 mm hex wrench (for setscrew on Mx41-6043 and Mx41-6083 non-spring return actuators) • 10 mm socket wrench (for shaft clamp nuts on Mx40-704x spring-return actuators) • 10 mm open-end wrench or adjustable wrench such as a Crescent ® wrench • Torque wrench, range to include 55 to 120 lb-in. (6.2 to 14 N-m) • Pipe wrenches, two • Additional installation tools as specified in the actuator’s installation document • Training: Installer must be a qualified, experienced technician Notice: Avoid locations where excessive moisture, vibration, or corrosive fumes are present. Observe the minimum and maximum temperature limits in “Table 2. Ambient Temperature Limits for Ball Valves Assem- blies and Actuators” on page 8. General Installation Table 1. Applicable Actuators for Ball Valves Valve Size Actuators Non-Spring ReturnSpring Return ½ to 1¼ Mx41-6043 (44 lb-in., 24 Vac) Mx4D-6083 (35 lb-in., 24 Vac) MA40-7040 (35 lb-in., 120 Vac) Mx40-7043 (35 lb-in., 24 Vac) Mx4D-x0x3 1½ to 3” (2-Way) 1½ to 2”(3-Way) Mx41-6083 (88 lb-in., 24 Vac) ½ to 3” (2-Way) and ½ to 2”(3-Way) Mx4D-6083 (70 lb-in., 24 Vac/20-30 Vdc)— ½ to 1” (2-Way) and ½ to 1”(3-Way) — Mx4D-7033/8033 (30 lb-in., 24 Vac/20- 30 Vdcschneider-electric.com | 3 Installation Instructions © 2018 Schneider Electric. All rights reserved. All trademarks are owned by Schneider Electric Industries SAS or its affiliated companies. March, 2020 tc Document Number: F-27087-11 Installation of Mx40-704x Spring Return Actuators Install the spring return actuator onto the ball valve according to Figure 1. NOTE: Only the 35 lb-in. actuator listed in “Table 1. Applicable Actuators for Ball Valves” on page 2 are compatible with Vx-2x13-5xx-9-xx Ball Valve Assemblies. 1 For Normally Open 2-Way and Normally Open A to AB 3-Way Verify that the valve is in the open position (A to AB open on 3-way valves). For Normally Closed 2-Way and Normally Closed A to AB 3-Way Verify that the valve is in the closed position (A to AB closed on 3-way valves). 2 For Normally Open 2-Way and Normally Open A to AB 3-Way Slide the actuator straight down over the valve shaft and onto the mounting plate, with the "L" side facing up. On MS40-7043 models, the rotation switch must be in the "L" position. For Normally Closed 2-Way and Normally Closed A to AB 3-Way Slide the actuator straight down over the valve shaft and onto the mounting plate, with the "R" side facing up. On MS40-7043 models, the rotation switch must be in the "R" position. 3 Align the actuator with the mounting plate, then slide the anti-rotation clip half way into the slot on the bottom of the actuator. MX40-704X 5 Using a 10 mm wrench or socket, evenly tighten the two nuts on the shaft clamp, applying 8 to 10 lb-ft (11 to 14 N-m) of torque. Clip NYBA-200 2-WayShaft Style3-Way Mixing/Diverting Flats on Sides of Shaft 1 Open (Fully CCW) Outlet Inlet Closed (Fully CW) Outlet Inlet A Full Open to AB (Fully CCW) ABA B Full Open to AB (Fully CW) ABA Current 1 The flats on the sides of the shaft indicate the position of the ball port. 4 Tighten the wing nut to secure the anti-rotation clip in place. Be careful not to over-tighten the wing nut. Figure 1. MX40-704x Spring Return Actuator Installation4 | schneider-electric.comInstallation Instructions March, 2020 tc © 2018 Schneider Electric. All rights reserved. All trademarks are owned by Schneider Electric Industries SAS or its affiliated companies. Document Number: F-27087-11 Installation of Mx41-6043 and Mx41-6083 Non-Spring Return Actuators Install the non-spring return actuator onto the ball valve according to Figure 2. NOTE: Only the 44 lb-in. and 88 lb-in. actuators listed in “Table 1. Applicable Actuators for Ball Valves” are compatible with Vx-2x13-5xx-9-xx Ball Valve Assemblies. MX41-6043 MX41-6083 Setscrew Positioning Lever Clip NYBA-200 1 Verify that the valve is open. 2 Slide the actuator straight down over the valve shaft and onto the mounting plate. 3 Align the actuator with the mounting plate, then slide the anti-rotation clip half way into the slot on the bottom of the actuator. 4 Tighten the wing nut to secure the anti-rotation clip in place. Be careful not to over-tighten the wing nut. 5 Secure the actuator to the valve shaft: a. Verify that the actuator’s position indicator is pointing to the 0° position. If it is not, slide and hold the manual release slider on the actuator housing to disengage the gears, and then use the positioning lever to turn the actuator’s output shaft to the 0° position. When finished, release the slider or button to re-engage the gears. b. Using a 3 mm hex wrench, tighten the setscrew, applying 55 to 60 lb-in. (6.2 to 6.8 N-m) of torque. 2 2 Manual Release Slider 2 2-WayShaft Style3-Way Mixing/Diverting Flats on Sides of Shaft 1 Open (Fully CCW) Outlet Inlet Closed (Fully CW) Outlet Inlet A Full Open to AB (Fully CCW) ABA B Full Open to AB (Fully CW) ABA Current 1 The flats on the sides of the shaft indicate the position of the ball port. Caution: Only use the manual override when the actuator rive motor is not powered. Engaging the manual override when the actuator is powered will cause damage to the gears. Figure 2. Installation of Non-Spring Return Actuators on Ball Valve. DISCONNECT POWER • Disable power to the actuator prior to operating the manual override. • Only use the manual override when the actuator drive motor is not powered. Engaging the manual override when the actuator is powered will cause damage to the gears. Failure to follow this instruction may result in equipment damage or personal injury. WARNINGschneider-electric.com | 5 Installation Instructions © 2018 Schneider Electric. All rights reserved. All trademarks are owned by Schneider Electric Industries SAS or its affiliated companies. March, 2020 tc Document Number: F-27087-11 Installation of Mx4D-x0x3 Spring and Non-Spring Return Actuators Install the actuator onto the ball valve according to Figure 3. NOTE: Only the 35 lb-in. and 70 lb-in. actuators listed in “Table 1. Applicable Actuators for Ball Valves” are compatible with Vx-2x13-8xx-9-xx Ball Valve Assemblies. Setscrews Clip NYBA-200 1 Spring return and non-spring return models For normally open 2-Way and normally open A to AB 3-way valves, verify that the valve is open. Spring return models For normally closed 2-Way and normally closed A to AB 3-way valves, verify that the valve is closed. 2 Slide the actuator straight down over the valve shaft and onto the mounting plate. 3 Align the actuator with the mounting plate, then slide the anti-rotation clip half way into the slot on the bottom of the actuator. 4 Tighten the wing nut to secure the anti-rotation clip in place. Be careful not to over-tighten the wing nut. 5 Secure the actuator to the valve shaft: a. Verify that the actuator’s position indicator is pointing to the 0° position. b. Using a 1/8 inch hex wrench, tighten the setscrews, applying 50 to 60 lb-in. (5.7 to 6.8 N-m) of torque. 2 2 Insert the crank in the actuator. Without pushing in on the crank, rotate the manual override crank in the direction shown by the arrow on the actuator label until the actuator rotates to the desired position. Push in until the mechanism locks in position. Non-spring return models do not have the locking feature. Note: Power must be removed before using the manual override. 2-WayShaft Style3-Way Mixing/Diverting Flats on Sides of Shaft 1 Open (Fully CCW) OutletInlet Closed (Fully CW) OutletInlet A Full Open to AB (Fully CCW) ABA B Full Open to AB (Fully CW) AB A Current 1 The flats on the sides of the shaft indicate the position of the ball port. Manual override and crank 2 Figure 3. Installation of Mx4D-xxxx-xxx Actuators on Ball Valve. DISCONNECT POWER • Disable power to the actuator prior to operating the manual override. • Only use the manual override when the actuator drive motor is not powered. Engaging the manual override when the actuator is powered will cause damage to the gears. Failure to follow this instruction may result in equipment damage or personal injury. WARNING6 | schneider-electric.comInstallation Instructions March, 2020 tc © 2018 Schneider Electric. All rights reserved. All trademarks are owned by Schneider Electric Industries SAS or its affiliated companies. Document Number: F-27087-11 Changing Control Function for MS4D-xxxx (proportional units only) These actuators are equipped with a jumper to control the function of the signal as received. See Figure 4. The factory setting is for direct acting (actuator moves away from normal position as signal increases). Remove the cover to change jumper settings. Direct Acting (pins connected) Reverse Acting (pins open) Note: Cover screws are #8 Torx. Figure 4. RA/DA Jumper Setting for Proportional Models. Changing Control Function for MS40-704x (proportional units only) The MS40-7043 actuator is equipped with a switch to control the direction of rotation. The switch can be set to “L” (left) or “R” (right) rotation. See Figure 5. An actuator set to “L” will have a clockwise rotation when viewed from the left side. When viewed from the right side the rotation will be counterclockwise. NOTE: These are spring return actuators. It is possible to switch to a direction that moves the actuator against the -5° positive stop. Example: Viewing the actuator from the left side with the switch set to “R” and an increasing signal. The actuator will attempt to rotate beyond the -5° stop and will stall. 9 R 9 1 .8 .6 .4 .2 0 L 1 .8 .6 .4 .2 0 RL RL MS40-704X Viewed from L side: Switch on LClockwise rotation on increasing signal Switch on R Counterclockwise rotation on increasing signal Viewed from R side: Switch on R Clockwise rotation on increasing signal Switch on L Counterclockwise rotation on increasing signal Figure 5. Switch Settings for Proportional MS40-704x Models. Changing Control Function for MS41-6083 (proportional units only) The MS41-6083 actuator uses a dual in-line package (DIP) switch to control the direction of rotation. The DIP is located on a lower corner of the face of the actuator and is covered with a protective cover. Raise the cover to set the DIP. The factory setting is clockwise, as shown in Figure 6. The middle switch controls the rotation. The direction of the rotation switch should match the damper rotation movement. 0 self adapt Figure 6. DIP Switch Set for Clockwise Rotation.schneider-electric.com | 7 Installation Instructions © 2018 Schneider Electric. All rights reserved. All trademarks are owned by Schneider Electric Industries SAS or its affiliated companies. March, 2020 tc Document Number: F-27087-11 Valve Mounting General Piping Practices Figure 7 illustrates how 2-Way, 3-Way Mixing and 3-Way Diverting ball valve assemblies are to be piped. • Flats on the sides of th shaft indicate the position of the ball port. • Characterized 2-way ball valves should be piped in the direction of water flow (labeled with an arrow on one side of the valve body). White it is possible to pipe these ball valves in the opposite direction, doing so wil adversely affect the equal percentage flow curves. • 3-Way Mixing: Fluid enters through the inlet ports (A and B) and exits through one outlet (port AB). • 3-Way Diverting. Fluid enters through the inlet port AB and exits through one outlet (port A or B) 3-Way Mixing Coil ABA B Return Supply Clockwise to Close A and Open B = A Full Open to AB Flats Parallel to Sides of Body = B Full Open to AB Flats at 90° to Sides of Body Shaft Shaft = Flats on Sides of Shaft Clockwise to Close 2-Way 3-Way Diverting Coil ABA B Return Supply Clockwise to Close A and Open B = AB Full Open to A Flats Parallel to Sides of Body = AB Full Open to B Flats at 90° to Sides of Body Shaft Figure 7. 2-Way, 3-Way Mixing and 3-Way Diverting Valve Assemblies Piping Diagram. Inlet to Outletschneider-electric.com | 8 Installation Instructions © 2018 Schneider Electric. All rights reserved. All trademarks are owned by Schneider Electric Industries SAS or its affiliated companies. March, 2020 tc Document Number: F-27087-11 Insulation of Ball Valve Assembly The ball valve should be completely insulated to minimize the effect of heat transfer and condensation at the actuator. The actuator itself must not be insulated. Doing so can result in excess heat or condensation within the actuator. Temperature Limits for Ball Valve Assembly When installing the ball valve assembly, observe the minimum and maximum temperature limits below. Table 2. Ambient Temperature Limits for Ball Valves Assemblies and Actuators Ambient Temperature For Temperature Limits Minimum °F (°C)Maximum °F (°C) Mx41-6043 Mx41-6083 Storage-40 (-40)158 (70) Operating-25 (-32)130 (55) Mx40-704x Storage-40 (-40)160 (71) Operating-22 (-30)140 (60) Installation of Ball Valve Assembly Mount the valve assembly in the piping according to Figure 8. Notes: • 2-way ball valves containing characterized inserts must be piped in the direction of the arrow on the side of the valve body. • 2-way proportional spring return ball valve assemblies are shipped either normally open, voltage rise to close (actuator code 53x), or normally closed, voltage rise to open (actuator code 52x). • 3-way proportional spring return ball valve assemblies are shipped either A to AB closed, voltage rise to open (actuator code 52x), or A to AB open, voltage rise to close (actuator code 53x). • All 2-way proportional non-spring return ball valve assemblies are shipped open, voltage rise to close. • All 3-way proportional spring return ball valve assemblies are shipped A to AB open, voltage rise to close. • Mount the valve in a weather-protected area, in a location that is within the ambient temperature limits of the actuator. • When selecting a location, allow sufficient clearance on all sides to allow for any maintenance that may be needed. Refer to Ball Valve Assemblies and Ball Valve Body /Linkage Assemblies Selection Guide, F-27086, for dimensions. • Mount the valve assembly so that the actuator is above the horizontal, relative to the valve. This ensures that any condensate that forms on the valve body will not travel into the actuator, where it may cause corrosion or electrical malfunction. Figure 8. 3 Use two wrenches. Secure one wrench on the hex pads nearest the joint being tightened while using the second wrench to screw in the threaded end of the pipe, thereby preventing the retainer–to–body seal from being broken. Caution: Do not over-tighten the pipe, which may cause stripped threads. 1 Apply pipe sealant sparingly to all but the end two threads of a properly threaded, reamed, and cleaned pipe. 2-way valves must be piped with an inlet and an outlet. 3-way mixing valves must be piped with two inlets and one outlet. Caution: Make sure the pipe chips, scale, etc. do not get into the pipe since this material may lodge in the valve seat and prevent proper closing and opening of the valve. 2 Start the joint by hand-threading the pipe into the valve. If the thread engagement feels normal, continue to turn the pipe by hand as far as it will go. 5 Insulate both the valve and the linkage. Caution: Do not insulate the actuator. Doing so may result in excess heat buildup or condensation within the actuator. 4 Repeat steps 1, 2, and 3 for the remaining connection(s). 6 In chilled or cold water systems where the environment is humid, use a drip pan under the valve to catch condensate. 7 Wire the actuator, referring to the appropriate actuator General Instructions sheet. Typical Ball Valve Assembly (3-Way Valve Shown) 0° β 85° β 85° Mounting Ball Valve Assembly in Piping.schneider-electric.com | 9 Installation Instructions © 2018 Schneider Electric. All rights reserved. All trademarks are owned by Schneider Electric Industries SAS or its affiliated companies. March, 2020 tc Document Number: F-27087-11 Manual Valve Positioning of Mx40-704x Spring Return Actuators Before applying power to a ball valve assembly on a new installation, it may be desired to manually open the valve for system filling at startup. Manually open the ball valve assembly according to Figure 9, which shows the valve in the open position. 4 To restore normal operation: a. Rotate the valve shaft back to its original spring return position. b. Using a 10 mm wrench or socket, evenly tighten the two nuts on the shaft clamp, applying 8 to 10 lb-ft (11 to 14 N-m) of torque. c. Restore power to the actuator. 2 Loosen the two nuts on the shaft clamp, using a 10 mm wrench or socket. 1 Disconnect power from the actuator. 1 1 Alternate Method If the actuator is not yet wired: a. Loosen the wing nut on the underside of the mounting plate, then slide the anti-rotation clip out of the slot on the bottom of the actuator. b. Turn the actuator to the desired position. c. To restore normal operation, rotate the actuator back into alignment with the mounting plate, then slide the anti-rotation clip half way into the slot on the bottom of the actuator. Tighten the wing nut to secure the anti-rotation clip, being careful not to over-tighten it. 2-Way3-Way Mixing/Diverting Flats on Sides of Shaft Open (Fully CCW) Outlet Inlet Closed (Fully CW) OutletInlet A Full Open to AB (Fully CCW) ABA B Full Open to AB (Fully CW) ABA 1 The ats on the sides of the shaft indicate the position of the ball port. 3 Using a 10 mm open-end wrench or adjustable wrench (Crescent® wrench), rotate the shaft to the desired position. Figure 9. Manually Opening Valve Assemblies Equipped with Mx40-704x Series Actuators.Next >