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    En 15714 4 2009

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    BRITISH STANDARD BS EN = ae mms | 15714-4:2009 Industrial valves — Actuators Part 4: Hydraulic part-turn actuators | for industrial valves — Basic | requirements | | ica anawaan BS EN 15714-4:2009 ‘This Britich Stondard ‘ras published undee ‘the authority of the Scandards Policy nd Strategy Commitess on 90 ‘Navember 2008 PBST 209 ISBN 9780 580 545444 National foreword ‘This British Standard is the UK implementation af EN 15714-1:2009. The UK participation in its preparation was entrusted to Technical Committee PSE/14/5, Valve actuators. Alist of organizationa represented on thia committee can he obtained on request to ita secretary. This publication dose nat purport to include all the necessary provisions of 2 contract. Usera are responsible for its correct application, Compliance with a British Standard cannot confer immunity from legal obligations. Amendments/corrigenda issued since publication Date ‘Commenta EUROPEAN STANDARD EN 15714-4 NORME EUROPEENNE EUROPAISCHE NORM October 2009 Ios 23,080.20 English Version Industrial valves - Actuators - Part 4: Hydraulic part-turn actuators for industrial valves - Basic requirements FRobinettese Indust - Actionnauns - Parti Indusbisarmasturen - Antsiebe - Tall &: Hycraulecte: Actionneurs hydrautiques & tration de tout pour ‘Schwienkaninabe fo Indueliesrnsturen ~ robinellerie industrielle - Pescriplons a bose ‘Grondanforderungen ‘This European Standard was approved by CEN on 12 September 2009. CEN members are bound fe comply wih the CENICENELEC Inlensl Regufslions which stipulate the condians far giving this European ‘Standatd the sislus ofa national slandard wihout any allen. Up-to-date lists seid biviogrsphicalreferencas conceming such tations! standards may be obtained on application a the CEN Msnagsment Centre cr lo any CEN member. ‘This European Siandsrd exists in News oficial versions (English, French, German). A version in sy other isnguage made by translation under the reepons billy of 2 CEN member ino ie awn lsnguage and nalifad ta the CEN Msntagerent Cane hg ihe earme stslus 98 te ‘offi versions. CEN members ere the nalional stendarde bodies of Aust, Geigium, Suigart, Cyprus, Czech Republic, Denmark, Estonia, Fnlsad, Franca. Gannasy, Gresce, Hungary, loan, Ireland, sly, Latvia, Lituaris, Luxembourg, Malla, Nethestande, Nomway, Poland, Portugsl, Romani, Slovakia, Slovenia, Spain, Swaden, Salzeriand and United Kingdom, a EUROPEAN COMMITTEE BOR STANDARIDUZATION COMITE EURGPEEN DE NORMALISATION EUROPAISCHES KOMITEE FCR NORMUNG Mariagement Centre: Avenue Mamix 17, 8-000 Brussels 2003 CEN Allrights of explotstion any form are by any means reserved Ref, Na. EN 18714-4:2008: © \woridWide at CEN national Mernbers EN 15714-4:2008 (E) Contents Page 4 copes 2 Normative referances.. 3 Glassification and designation. 4 Dasign requirements. 44 General... 42 — Output torques (performance test) . 43 Pressure ratings and enduranco... 434 Pressure ratings. 43.2 Endurane 44 — Minimum moving pressure... 45 48 47 7 48 — Fluid displacement volume. 49 — Environmental conditions. 4941 Ambient temperature 492 Enclosure protection. 493 Gorrosion protection 410 Basic design... ‘ 4404 Safety requirements 4.10.2 Part-turn valve actuator at 4.10.3 Pressure connections ...... 4.10.4 Fail safe direction for spring return actuators. 4.10.5 Mechanical safety factors. 4.11 Position indication. 442 Optional equipment. bovcbomma wine aromoonin in in bd 7 Actuator selection guidelines... 8 Documentation... Annex A (normative) Endurance test procedur At General........... A2 Test equipment EN 15714-4:2009 (E) A3 Test conditions... Aa Aad A42 Output torque testing A4S3 Prossure testing A44 Hydraulic testing AS — Acceptance criteria Annex B (informative) Actuator selection guidelines B41 General... B2 Selection parameters B3 Actuator selection B31 General : : B32 Torque characteristics for rack and pinion or linear Spline actuators B33 Torque characteristics for scotch yoke actuators (o.g. symmetric system). Bibliography...... EN 15714-4:2009 (E) Foreword This document (EN 15714-4:2009) has been prepared by Technical Commitias CENITC 69 “Industrial valves", tha Secretariat of which Is held by AFNOR. This European Standard shall be given the status of a national standard, elther by publication of an identical text of by endorsement, at the latest by April 2010, and conflicting national standards shall be withdrawn at the latest by April 2010. Attention is drawn to the possibilty that some of the elements of this document may be the subject of patent rights. CEN [and/or GENELEC] shall not be held responsible for klantifying any or all such patent rights. According to the CENICENELEC intemal Regulations, the national standards organizations of the following countries are bound to implement this European Standard: Austria, Belgium, Bulgaria, Cyprus, Czech Republic, Denmark, Estonia, Finland, France, Garmany, Greece, Hungary, Iceland, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, Netherlands, Norway, Poland, Portugal, Romania, Slovakia, Slovenia, Spain, ‘Sweden, Switzerland and United Kingdom. 4 Scope This document provides. basic requirements for hydraulic part-turn valva actuators, both double acting and single acting, used for on-off and modulating control duties. it Includes guidelines, recommendations and methods for enclosure and corvesion protection, control and testing. lt does not apply, to hydraulic actuators that are Integral parts of control valves or to electro-hydraulic actuators, Other requirements or conditions of use different from those indicated in this documant should be subject to negotiations batween the purchaser and the manufacturer/supplier prior to order. The terms and definitions applicable fo this European Standard are given in EN 15714-4. 2 Normative references The following referenced documents ara Indispensable for the application of this document. For dated references, only the edition ctad applies. For undated references, the latest edition of the referenced document (including any amendments) applies. EN 12570, industiéal valves — Method for sizing the operating element EN 60529, Degrees of protection provided by enclosures (IP Code) (IEC 60529:1989) EN ISO 228-1, Pipe threads where pressure-tight joints are not made on the threads — Part 1: Dimensions, tolerances and designation (ISO 228-1:2000) EN ISO 5211, Industiial valves — Part-turn vatve actuator attachments (ISO 5211:2001) EN ISO 9227, Corrosion tests Io artificial atmospherss — Salt spray tests (ISO 9227:2006) ISO 4408, Hydraulic fluid power — Flulds — Method! for coding the level of contamination by solid particlas IS0 8899-2, Phaumatie fluld power— Five-port directional contro! valves — Part 2: Mounting Interface surfaces with optional electrical connector ASME B1.20.1:1983, Pipe Threads, General Purpose (Inch) 3 Classification and designation 3.1 General Hydraulic part-tum actuators are designated by function, action and interface as detailed below. EN 15714-4:2008 (E) 3.2 Action 8} Double Acting (DA) b} Single Acting (SA) with spring action to move clock-wisa (CW) or counter clock-wise (CCW), as par 4.104 3.3. Valve actuator attachment As por EN ISO 5211. 3.4. Motive energy 3.4.1 Operating medium ‘Tha operating medium shall be hydraulic fluid, The fluid may be used, on agreement between the manufacturer/supplier and purchaser, ensuring it is designed for both prassure and compatible with intamal actuator parts and lubricants. The flashpoint shall ba of not lass than $3 °C for pressures below 1 MPa and 157 °C for prassures above 1 MPa. The chemical and physical properties of the hydraulic fluld shall be sultabla for use wéth the materials used in the design of the actuator and Its accessories. ‘The hydraulic fluid shall be suitable for operation of the hydraulic system through the entire temperature range: to which it may be subjected in service, 3.42 Quality The operating medium shall have a contamination level specified to ISO 4406 class 18/16/13 as a maximum. 343° Prassure The manufacturer/supplier shall indicate the actuator’s operating pressure limits. The minimum design pressure for pressure retaining parts shall ba 1,1 mes the maximum allowable pressure selactad from the values definad in 4.3.1. The tast pressure condition shall be considarad in the design of the actuator for pressure containing parts, s80 4.10.5. ‘Working pressure in accordance to manufacturer/supplier indication (as per 4.3.1). The test pressure applied fo the pressure retaining parts shall be a minimum of 1,43 times the design pressure for steel enclosures and a minimum of twice the maximum working pressure for cast staal and spheroidal cast Iron enclosures Hydrostatic testing shall be carried out at tasting pressure. 4 Design requirements 4.1 General ‘The following data shall be provided by the manufacturer/supplier to enable correct actuator selection and performance evaluation. EN 15714~4:2009 (E) 4.2 Output torques (parformance test) The guaranteed minimum, output torque capability of the actuator, In both directions, at specified operating pressures shall be provided by the manufacturerfsupplier ‘Where the output torque varies with the rotation, in a noninear relationship, tabulated data and/or torque curves shall ba provided. 4.3 Pressure ratings and endurance 4.3.1 Pressure ratings Acluators shall be designed to operate with one of the following maximum allowable pressures. Table 1 — Maximum allowable pressure Maximum allowable pressure MPa | bar psi 55 85 #00 103 403 1500 207 ors | +B 000 245 345 5.000 4.3.2. Endurance ‘The actuator shall ba designed to have a minimum enduranca, without maintenance, in accordance with values given In Table 2. These are based of at least 60 % of the run torque at a rated working prassure supplied by tha operating medium defined in 3.4.1 (Motive Energy) and in accordanea with the test procedure dotailed in Annax A. EN 15774-4:2009 (E) ‘Table 2— Minimum number of cycles — Endurance test Rated torque* Piston or vane actuator | Maximum stroking time for Minimum number of cycles ** | testing, based on 0-0° Nm s 5125 50 000 10 <1 000 50 000 a ‘| <200 25 000 20 8 000 10 000 45 <2 000 2600 60 = 63.000 2.600 co 2125000 2.600 120 250 000 2500 160 ® Based on EN ISO 5211. 5 One el conse rain ang een bath deco (0 op + 0 ose For angular travel other then 80°, the enduranos shall bs agreed between the purchaser and the manufacturereuppls. ©. For severe contrl service duty these values shall ba agreed hetwaen manufacturerfaupplor and purchaser. 44° Minimum moving pressure The actuator minimurn moving pressura, at ambient temperature, shall be made avallable, by the manufaclurersupplier upon request. 4.5 Leakage ‘The actuator shall be pressure tested in two stages by applying pressures of 15 to 25 % and a minimum of 143 % of tha maximum allowable pressure of the actuator. The actuator shall have no visible extemal leakags as detailed In Table 8 for the duration of tha production test. ‘The test media shall be spacified by the manufacturer. ‘The test madia always shall be compatible with the operation media of tha supplied actuator. ‘The minimum test duration for each test pressure shall be 3 minutes. The test period shall not begin until the test pressure has been reached and has slabilisad. The tests gauge pressura reading and time at the beginning and the end of each pressure holding period shall ba recorded. 4.8 Moving time ‘The actuator manufacturar/supplier shall state the moving time in both directions, without extemal load and without valve at working pressure and without any significant extemal restriction on supply flow, unless othenvise specified. EN 15714-4:2009 (&) 4.7 Angle Part-turn actuators without adjustable end-stops shall bs designed for an output movamant of 90° (- 0°, + 2°) as standard. For parf-turn actuators with adjustable end-stops and a standard nominal output movernent of 90°, tha adjustment range shall be stated by the manufacturer/supplier and shall be, at least, + 3° Other angles are subject to agreement between the manufacturer/supplier and purchaser. 4.8 Fluid displacement volume The manufacturerlsupplier shall Indleale the internal actuator displaced volume (litres) for both directions, including the dead volumes. 4.9 Environmental conditions 4.91 Ambient temperature ‘The actuator shall be designed for operation at an ambient lemperature range between —_20 °C and + 60 unless otherwise agreed between the manufacturer/supplier and purchaser. 492 Enclosure protection Tha non pressurised enclosure of tha actuator shall be al least IP 65, according to EN 60529. 49.3 Corrosion protection Hydraulic actuators shall be protected against extemal comrasion by proper material selection and/or surface treatment. The actuator manufacturer's technical documentation shall specify the corrosion protection category according to Tabla 3. EN 15714-4:2009 (E) Table 3 — Environmental corrasion catagories Typical environments Corrosion cate; et Exterior 2 (low) ‘Aimosphoras with low lavel of Unheated buildings where pollution. Mostly rural areas. condensation may occur, 0.9. depots, sport halls. C3 (medium) Urban and Industrial atmospheres, | Production rooms with high humidity ‘moderate sulphur dioxide pollution. | and some air pollution, a.g. food- Coastal areas wath low salinity. processing plants, laundrlas, breweries. (C4 (high) Chemical plants, swimming pools, Industrial areas and coastal areas with modarata salinity. coastal shipyards. CB4I (very high — industrial) Industrial areas with high humility and aggressive atmosphere. Buildings or areas with almost permanent condensation and with: high pollution. C5-M (very high — marine) Coastal and offshore areas with high Bulldings or areas with almost salinity. permanent condensation and with high pollution. Immersed in water* (immersed In fresh im 4 water) E Im 2 (Immersed in sea or brackish water) ® Hydraulic actustore covered by this Europesn Standard are not dasigned for permanent immersion unless otherwiss| specified. River Installations, hydro-electric pawer plants. Harbour areas and offshore structures. NOTE 1 Table 3 is token, for refarenos purposes only. from EN ISO 12044-2. The actuator corrosion protection may also be achieved by eystame/methods which daviats from those spedifiad in EN ISO 12044-5. NOTE 2 — Tsbla 3 may be used to define the corrosion catagory in order to help the actuator manufacturers to define the surface treatment for corrosion protaction. Test sssessment and teat procadures are the responsibility of the manufacturer. 4.10 Basic design 4.10.1 Safety requirements Actuators shall be designed taking Into account the technical principles and spacifications for safety. The design of spring return actuators shall permit the safe assemblyidisassembly. when complying with the manufacturerisupplior’s instructions 4.10.2 Part-turn valve actuator attachment The valve attachment for part-turn actuators shall comply with EN ISO 5211 The output drive of part-turn actuators may be an integral part ot a removable component. ‘Tha matertal of the drive component shall be clearly indicated in the supplier's literature. EN 15714~4:2009 (E) 4.40.3 Pressure connections ‘The actuators shall have two fluid operating connections, unlass otherwise specified The postion, location, orientation and form of the operating connections shall be established by the manufacturer. Connections shall be clearly identified with numbers (2 and 4), in accordanes with ISO 5599-2. When pressurised, direction of movement shall be in acoordanca with Table 4 below unless otharwse specifiad. The dimensions of the pressure connections shall be as specified in Table 4 and Figure 1. The actuator shall be properly marked to Indicate the type of thread. Table 4 — Identification of the operating connections Direction of movement (whan viewed from the ancillaries’ mounting interface) ‘Table 5 — Dimensions of pressure connections: Fluid deplacement Demeter (enintmourn) a mm 1 f(r nino EN ISO 228-4 (G) ASME Bt.20.1 (NPT) vet 18 s . O5 150 MPa, Figure 1 — Dimensions of normal pressure connections EN 15714-4:2008 (E) Test and gage connaction ports shall be internally threaded and provide a leak tight seal at the hydraulic test prassure. All connections shall provide a leak tight seal at tha hydraulic test pressure of the equipment in which they ara installed, 4.10.4 Fail safe direction for spring return actuators For spring retum actuators, the diraction of movement, on loss of operating pressure shall be clearly and permanently indicated In accordance with Figure 2 (See Clause 6). a) Tum clockwise (CW) b) Tum counter clockwise (CCW) Figure 2 — Fail safe directions for part-turn actuators: 4.10.5 Mechanical safety factors Prassurised actuator enclosures shall be designed with minimum safety factors as given in Table 6 below. Table 6 — Minimum safety factors Yield strength 02% Matorial or 1,0 % proof strength Tonsile strength ‘a8 appropriate Farttic steal Rot R24 Austenitic stainlass steal, AS =30 % Riot 5 = ‘Austenitic stainless steel, AB > 35 % Rall 2 Rd Cast steel and spheroidal graphite cast iron Real 9 RLS ‘Aluminium Ryoalt 5 = ‘Aluminium (non hardenable) Roa S Rl24 fone —s Shale the values apropriato to the Unpressurised enclosures shall ba dasignad to remain unprassurised also in case of mulfunction or fallure. 4.11 Position indication ‘The actuator shall be equipped with an indicating arrangement ar devica to clearly show the valve obturator's position, which shall be linked with tha valve obturator during power andior manual operation. It shall be possible to adjust the indicator when necessary. EN 15714-4:2009 (E) 4.42 Optional equipment 4.124 Ancillaries Tha actuator design shall allow tha attachment of ancillaries, such ast a) linit switehas: b) proportional vatve; ©) position transmitter; d) solenoid and/or manual operated valves; 6) adjustable flow contral devioas; f) safety devioas, ‘The actuator shall have an ancillaries’ mounting interface as shown in Tabla 7 or as agreed between the: manufacturer/suppliar and the purchaser. The actuator interface shall have 4 threaded holes according to Tabla7 and Figure (see also EN 60834-6-2). ‘Tha length C of the drive shaft, distaness A and B of the holes and relevant attachment dimensions, for mounting level 1, shall be in accordance with Table 7. ‘The shaft shall have a slot and a threaded hola according to Figure 3. i the slot is used as a position Indicator it shall be parallel to tha pipe axis when the valva is open. EN 15714~4:2009 (E) co io: +. | Key 41 mounting level Figure 3 — Dimensions of accessories flange for part turn actuators Table 7 — Dimansions of the actuator interface for the attachments of ancillaries for mounting level 1 Size |Fluiddisplacement| A B c D E 4 volume * (minimum) v I! AAG vet | 50 25 18 MS 8 40 aAt | os50 | 200 50 80 M6 10 of mounting levels 1 end 2 are given as guidelines. ‘Tha mounting of positoners and signal devices to partum actuators Is also possible wiih a bracket wiih dimensions according to the Tabla 7 and Figure 4. EN 15714-4:2009 (E) — Mounting Level 4: fixing level for the bracket to an actuator with dimensions given in Table 7. — Mounting Lavel 2: fixing level on the bracket for positioners and signal devices with FOS attachment in accordance with EN ISO 5211. 2 rotor. + Key 4 mounting level 2; positioner / signal davice, 2 mounting lavel 4; actuator 85,5 ffor M5) o 6.5 (for NS) Figure 4 — Dimensions of optional ancillaries bracket 4.42.2 Manual operation When specified, the actuator shall be supplied with a means of manual operation. ‘The manual operating forces shall be in accordance with EN 12570. ‘Tha design shall include the following safety related features. a} The manual operating element (hand-wheel, lever or hydraulic device) shall remain stationary under power operation. b) The power operation shall be disabled before of when manual operation is engaged. ©) Clear and permanant indication shall be provided to show the opaningiclosing diractions of the manual override which shall be clockwise (CW) to close (hand-wteel or handia), unless otherwise specified. 4.424 End stop adjustment When required, part-turn actuators shall be suppliad with at least one adjustable end-stop (refer to 4.7). 5 Conformity assessment §.1 General ‘The manufacturer/supplier shall demonstrats the compliance of his products to this Europaan Standard by: EN 15714-4:2009 (E) a) carrying out all the type tests (sea 5.2) to ensure all “fitness for purpose" criteria are met; b) controlling the production process (cea 6.4) to ensure the required performance levels are continuously maintained. 5.2 Type tests ‘Tha typa tasts shall corraspond fo all raquitements stated in Clause 4. ‘Type test shall be carried out on actuators that are. representative of the current production Type tests results shall be recorded in a tast report, detailing the type, quantity and sizes of the actuators tested and the tast aquipmanit and measuring devicas used. To qualify a range of actuators, of the same design, manufactured under the same process and from tha sams or equivalent materials, the type tests may be carried out on a limited number of sizes by applying the following rule: When an actuator having 2 nominal autput torque “x" is qualified, all actuators having nominal output torque's between 50 % x and 200 % x fi2 or 2x] are considered qualified. When an actuator with a rotation of *y" Is qualified, all actuators having a rotation between “yi2" and “2y" are also considered qualified The type bast shall be carried out by the manufacturet/suppliers, or by a competent testing institute. A full report of these tests shall be retalned by the manufacturer/supplier as evidence of compliance, Tha appropriate type tests shall be repeated when the design or the production processes have been modified, which could affect the functional performances. ‘The type tests to be performed shall be those givan in Table 8. 5.3 Control of production process and quality system ‘The manufacturer/supptier shail have a Quality Control System capable of efisuring manufactured products comply with the performance requirements of this Europaan Standard, ‘The production varifications to be performed should be those given In Table 6. Table 8 — Type and production tests "EN 15714-4:2008 (E) clausd Requirement ‘Type tests Production verifications Validate of manufacturer/suppllar’s values at 42 | Output tarque ambient tamparatura (15 °C to 30°C) Ahan raged 43 Endurance Endurance test according to 4.2 and Annax A. =- 44 ‘Minimum moving Validate the manufacturer/supplier’s values at preesure ambient tamparature (15 °C to 30°C) = Validate manufacturer/suppliar's valuas as 45 | Leakage per 4.4 and Clause A4, al temperatura ts ow oe 5—20°C and + 60°C 46 | Operating time Validate manufacturer/supplie's values When required Validate the manufaciurerisuppller’s values, If applicable, chack 100 % of 47 |Anglalend-stop —g9@ 4,6 and 4.12.3 and stop settings 45 Fluid displacement Validate the manufacturer/supplier’s volumes _- 2.43 | Hydroatatle tact Preauurs holding period shall not be lass tha | won requirod See technical data sheet and test reports of 4.92 | Enconse manufacturar/supplier according to EN 60529 = ‘See technical data sheat and test reports of 4.9.3 | Corrosion protection | manufacturer/supplier according to aS EN ISO 9227 ‘See manufacturers drawings, materials 4.10. | Basie design classification, calculation, test reparts and = rolovant standards, 4-41 | Position indication Sea manufacturer's drawings Functional tast An: 2 | Optional equipment S8¢ manufacturers drawings, test reports Functional test with and relavant standards accessories, when fitted 6 Marking See Clause 6 ‘See Clause 6 & Documentation ‘See Clause 8 ‘See Clause 8 6 Marking Each actuator shall bear the following parmanent indications. a) b) ° 9) 8) 9) manufacturerisupplier’s name andior trade mark; model number; sorial number andlor data of manufacture, maximum permissible pressure MPa or bar; spring retum diraction (as per 410.4); actuator attachment designation (as par 4.10.2); mandatory marks. EN 15714-4:2009 (E) ‘The following information is optionat h) reference to this European Standard; 1) nominal operating connection types (as per 4.10.3), 1) connection types {as per 4.10.3); k) ancillary attachment type (as por 4.12.1); 1) maximum output torque: m) nominal output torque. 7 Actuator selection guidelines: Annex B gives detailed explanations for a proper actuator selection. 8 Documentation ‘The language of the relevant documentation shall be agreed between tha manufacturerisupplior and the purchaser. ‘The manufacturer/supplier shall provide the following: 8) transport and storage instructions; b) pressure connaction type (as per Table 5); ¢} Installation, commissioning, operating and maintenance Instructions; 4) mandatory documentation. The following Is optional: €) detailed overhaul instructions; f) hydraulic schematic and electric wiring diagram (when applicable); 9) llomized spare parts list; h) list of racommended spare parts: ’) production tast cortificata (as par 5.3). EN 15714~4:2009 (E} Annex A (normative) Endurance test procedure A1 General Actuators complying with this European Standard shall be type-tasted in agraamont with the following. A.2 Test equipment ‘The test rig shall provide a measurabla torque, shall allow tha fixing of the actuator and shall be sultably designed to allow the full travel of the actuator. Tha test rig shall be equipped with the following calibrated davices: a) aleakage measurement device: b) a_prossure measurement device; ©) an operating cycle counter, 4) an insument for measuring the applied torque and the operating stroke; ¢) an angular position measuring device. A.3 Test conditions ‘The test shall be conducted at ambient temperature (between 15 °C and 30 °C), under tha conditions givan in 43. The motive energy shall be hydraulle fluid and shall comply with 4.9. A4 Test procedure AAA Design life The operating time and cycles shall ba-as specified by the manufacturer, in accordance with 4.3.2 A4.2 Output torque testing Torque values versus angular stroke, In 10° Intervals in both directions of travel, shall be recorded, at least at the start and at the end of the endurance test. AA4.3 Pressure testing Actuator laakage rates at test temperatures, < - 20°C and > + 60°C, shall be measured and recorded at the beginning and at tha end of the test, at both end positions. Values should be based on NTP (Normal Temperature & Pressure). EN 15714-4:2005 (E) A4.4 Hydraulic testing The test period shall not begin until the test pressure has been reached and has stabilised and the equipment and the pressure-manitoring davice have bean Isolatad from the pressure source. Water with of without additives or hydraulic fuid may be used as testing fluid. AS Acceptance eriterla At tha end of the test, results shall comply with the following criteria. a) Output torque testing. b) The final torque values shall not be less than 90 % of the iniial values. ¢) The final leakage values. 6) The equipment shall show no visible leakage during the holding period. EN 15714-4:2009 (E) Annex B (informative) Actuator selection guidelines B.1 General Actuatad valve malfunctions are often due to the under sizing of actuators. The initlal matartal cost «saving» is usually insignificant, compared with the costly praduction losses and/or danger presented to personnel. Conversely, it is even mors Important, that excessive safaty factors are not applied to valve torques which may result In selected actuators being capable of twisting/shearing valve stems and possibly transmitting a feedback signal that does not correspond to the valve position. This Is usually associated with critical valve applications @.g. ESD (Emergency Shut Down) valves. It Is tharafore essentlal that the corract size of actuator is selacted together with any associated ancillary ‘equipment. To obtain all the information it may ba necessary to question the end user, the contractoridesigner, the valve manufacturer, the actuator manufacturer and ancillary equipment manufacturers. ‘Tha aim of these guidelines Is to provide a clear understanding of the torque requirements and what parameters affect tha correct actuator selection. Relevant questions need to be answered regarding the valve operating sarvice, the actuator working parametersienvironment, ancillary equipment and local regulations. B.2 Selection parameters Determine the appropriata torques and strokes taking into consideration the following parameters and questions 1.0 Valve Questions: 1.1. Valve manufacturer, type, siza, function and operating characteristics. 1.2. Operating conditions: madia, temperature, pressure, flow rate, frequency of operation and requited stroking time. 1.3. Valve torque characteristics (seating/unseating, dynamic torque (when appllcable)]. 1.4. Maximum allowable stam torque limitation (MAST).1 1.5, Safety factors. 2.0 Actuator Questions: 2.1. Motive energy. 2.2. Supply pressure: minimum and maximum. 2.3. Duty: onoff or contral 2.4, Action: double acting ot single acting, (spring to open or spring to clase). 2.5, Fall-safa requirament: to open, close of stay put, also considering associated pilot valves. 1 Note thet the valve stem is nat necessarily the weakast part in tha drive train, EN 15714-4:2009 (E) 2.6. Moving time in both directions. 2:7. Fraquency of operations. 3.0 Ancillary questions: 3.1. Limit switches: type, voltage and local electrical regulations. 3.2. Positioners: hydraulic or electro-hydraull. 3.4. Position transmitters: local electrical regulations. 3.4, Solenoid valve: consider all actuator questions (adjustable flow control daviess may be required when considaring 2.8). 4.0 Environmental conditions: 4.1. Indoor, outdoor, saline, corrosive chemicals, ete. 4.2. Enclosure protaction type. 4.3, Hazardous or non-hazardous areas. 44. Ambient temperature. NOTE These points are relevant fo all ancillarias and suitable matariale/protaction should be selected. B.3 Actuator selection B.3.1 General After providing answers to clause 1.0, it is the responsibility of the valve manufacturer to provide operating torque values, throughout the valve’s stroke In both directions, Including any relevant safaty factors and the maximum forque that can be applied to the valve stem, Once the valve's torque characteristic values have been established, select an actuator, considering the minimum supply prassure specifiad by the purchaser, that provides a torque (Start torqua, Run torque (when applicable) and End torque) greater than the maximum valve operating torque, taking into consideration varying valve torque values throughout Its stroke, in both diractions. The Figures B2-1, 2-2, B2-3 and B2-4 give, as examples, the torque charactaristics (force and vactor) of the mainly used mechanical eystems (rack and pinion, linear helical spline and scotch yoke actuators). ‘At the maximum supply pressure, the maximum output torque of the selected actuator shall not exceed the maximum allowable valva stam torque limitation (MAST). Moving lima Is chacked and If necessary, modifications and/or the appropriate ancillary equipment is selected. Solect appropriate materials, corrosion protection system, cammand and contro! aneillarles according to the environmental conditions, local regulations and purchaser raquiramants/spactficalions. EN 15714-4:2009 (E) 8.3.2 Torque characteristics for rack and pinion or linear helical spline actuators wpeacra

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