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1 | # Valve Actuator (Modulating) - Quick Reference SSO |
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| 2 | ||||||||
| 3 | **Device Type:** Analog Output - Actuator |
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| 4 | **Signal:** 0-10VDC / 2-10VDC / 4-20mA input |
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| 5 | **Power:** 24VAC (most common) / 24VDC / 120VAC |
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| 6 | **Version:** 1.0 | **Date:** Dec 2025 |
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| 7 | ||||||||
| 8 | --- |
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| 9 | ||||||||
| 10 | ## DEVICE OVERVIEW |
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| 11 | ||||||||
| 12 | **Common Models:** |
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| 13 | - Belimo LRB24, NRB24, TRB24, Johnson Controls VA-7000, Honeywell ML6420/ML7420, Siemens SKC/SKD |
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| 14 | ||||||||
| 15 | **Used For:** |
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| 16 | Chilled water valves, hot water valves, condenser water valves, steam valves, glycol loops |
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| 17 | ||||||||
| 18 | **Specifications:** |
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| 19 | - **Force:** 90-500 lbs (match to valve size) |
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| 20 | - **Stroke:** 1/2" to 2" typical |
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| 21 | - **Stroke Time:** 30-180 seconds typical |
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| 22 | - **Fail Mode:** Spring return (SR) or non-spring (NSR) |
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| 23 | - **Wire Type:** 18AWG minimum for control, 16AWG for power |
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| 24 | - **Wiring:** 3-wire (power, common, control) or 4-wire (+ position feedback) |
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| 25 | ||||||||
| 26 | **Environment:** 32°F to 125°F ambient, valve body may be hotter |
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| 27 | ||||||||
| 28 | --- |
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| 29 | ||||||||
| 30 | ## SAFETY - PPE REQUIRED |
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| 31 | ||||||||
| 32 | - ☑ Safety glasses (ANSI Z87.1) |
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| 33 | - ☑ Heat-resistant gloves (pipes may be hot - up to 200°F) |
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| 34 | - ☑ Hard hat (mechanical rooms) |
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| 35 | - ☑ Face shield (if system under pressure) |
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| 36 | ||||||||
| 37 | ### HAZARDS |
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| 38 | - ⚠ **HOT SURFACES** - Hot water pipes (up to 200°F), steam pipes (up to 250°F+) |
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| 39 | - ⚠ **COLD SURFACES** - Chilled water pipes (35-45°F) - risk of cold burns with prolonged contact |
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| 40 | - ⚠ **PRESSURIZED SYSTEMS** - Water systems under 30-150 PSI |
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| 41 | - ⚠ **PINCH POINTS** - Valve stem moves with force |
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| 42 | - ⚠ **CHEMICAL EXPOSURE** - Glycol, water treatment chemicals (if leak occurs) |
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| 43 | ||||||||
| 44 | ### SYSTEM ISOLATION |
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| 45 | - [ ] **NOT typically required** for actuator replacement (if valve can stay in place) |
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| 46 | - [ ] **REQUIRED if removing valve:** Coordinate with building operator |
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| 47 | - [ ] Close isolation valves upstream and downstream |
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| 48 | - [ ] Drain/depressurize section of piping |
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| 49 | - [ ] Keep drain bucket ready in case of residual water |
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| 50 | ||||||||
| 51 | --- |
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| 52 | ||||||||
| 53 | ## INSTALLATION CHECKLIST |
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| 54 | ||||||||
| 55 | ### TOOLS NEEDED |
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| 56 | - Adjustable wrenches (two - for coupling nuts) |
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| 57 | - Allen wrenches (actuator mounting) |
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| 58 | - Wire strippers (18-16 AWG) |
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| 59 | - Multimeter (DMM) |
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| 60 | - Label maker |
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| 61 | - Teflon tape or pipe dope (if removing valve) |
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| 62 | - Bucket/rags (for water drainage) |
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| 63 | ||||||||
| 64 | ### MATERIALS |
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| 65 | - Coupling hardware (included with actuator) |
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| 66 | - Wire nuts or terminal blocks |
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| 67 | - Cable ties |
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| 68 | - Mounting bracket (if needed) |
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| 69 | ||||||||
| 70 | ### PRE-INSTALL |
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| 71 | - [ ] Verify actuator force rating matches valve size |
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| 72 | - [ ] Confirm actuator stroke length matches valve stem travel |
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| 73 | - [ ] Check control signal type matches actuator input |
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| 74 | - [ ] Verify fail-safe requirement (spring return vs non-spring) |
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| 75 | - [ ] Verify valve accessible and piping supported |
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| 76 | - [ ] Note current valve position (for reference) |
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| 77 | ||||||||
| 78 | ### INSTALL STEPS |
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| 79 | 1. **Remove old actuator** (if replacement): |
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| 80 | - Manually position valve mid-stroke (ease spring tension) |
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| 81 | - Disconnect wiring, label if reusing |
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| 82 | - Remove coupling from valve stem |
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| 83 | - Remove actuator from mounting bracket |
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| 84 | - **CAUTION:** Spring return actuators have spring tension - control release |
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| 85 | ||||||||
| 86 | 2. **Inspect valve stem:** |
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| 87 | - Check stem clean, no corrosion or damage |
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| 88 | - Verify stem moves freely (manually push/pull) |
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| 89 | - If seized: Valve needs service before actuator install |
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| 90 | - Check packing gland not leaking |
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| 91 | ||||||||
| 92 | 3. **Mount actuator:** |
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| 93 | - Position actuator on mounting bracket (yoke) |
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| 94 | - Align actuator shaft with valve stem |
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| 95 | - Install coupling per manufacturer: |
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| 96 | * Direct couple: Thread onto stem or use clamp |
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| 97 | * Universal joint: Connect both ends |
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| 98 | - Verify actuator cannot slide off stem |
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| 99 | ||||||||
| 100 | 4. **Set stroke limits** (if adjustable): |
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| 101 | - Manually position valve to full closed |
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| 102 | - Adjust actuator closed stop (if available) |
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| 103 | - Manually position valve to full open |
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| 104 | - Adjust actuator open stop |
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| 105 | - Verify stroke length matches valve travel (1/2" to 2" typical) |
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| 106 | ||||||||
| 107 | 5. **Route and terminate wiring:** |
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| 108 | - **3-Wire Standard:** |
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| 109 | * Red: +24VAC/VDC power |
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| 110 | * Black/Blue: Common |
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| 111 | * White/Green: Control signal (0-10V / 2-10V / 4-20mA) |
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| 112 | - **4-Wire with Feedback:** |
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| 113 | * Add Yellow/Orange: Position feedback signal |
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| 114 | - Tighten terminals: 7-9 in-lbs |
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| 115 | - Support wire away from hot pipes with cable ties |
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| 116 | - Leave 12" service loop |
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| 117 | ||||||||
| 118 | 6. **Label wiring:** |
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| 119 | - Example: "AHU-1-CHWV" (AHU-1 Chilled Water Valve) |
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| 120 | - Label both ends clearly |
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| 121 | ||||||||
| 122 | ### POST-INSTALL |
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| 123 | - [ ] Actuator mounted securely on valve |
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| 124 | - [ ] Coupling tight on valve stem (no slipping) |
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| 125 | - [ ] All wires terminated tight (7-9 in-lbs) |
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| 126 | - [ ] Labels applied both ends |
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| 127 | - [ ] Stroke limits set correctly |
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| 128 | - [ ] No water leaks at packing gland |
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| 129 | - [ ] Wiring routed away from hot surfaces |
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| 130 | - [ ] Work area cleaned |
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| 131 | - [ ] Photos taken |
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| 132 | ||||||||
| 133 | --- |
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| 134 | ||||||||
| 135 | ## EXPECTED READINGS |
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| 136 | ||||||||
| 137 | ### PRE-POWER (Power OFF) |
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| 138 | - **Continuity:** Each wire <5 ohms end-to-end |
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| 139 | - **Isolation:** >10K ohms to ground |
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| 140 | - **Valve Movement:** Stem moves freely by hand, no binding |
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| 141 | - **Spring Return Test:** If SR model, valve returns to fail-safe position when actuator removed |
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| 142 | ||||||||
| 143 | ### POWER-UP |
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| 144 | - **Supply Voltage:** 24VAC/VDC ±10% (21.6-26.4V) or 120VAC ±10% |
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| 145 | - **Power Consumption:** 3-8 VA (24V) or 10-15 VA (120V) typical |
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| 146 | - **Control Signal Range:** |
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| 147 | * 0-10VDC: 0V = closed, 10V = open |
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| 148 | * 2-10VDC: 2V = closed, 10V = open |
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| 149 | * 4-20mA: 4mA = closed, 20mA = open |
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| 150 | ||||||||
| 151 | ### POSITION VERIFICATION |
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| 152 | | Control Signal | Expected Position | Feedback Signal | |
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| 153 | |---------------|-------------------|-----------------| |
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| 154 | | 0V / 2V / 4mA | 0% (Closed) | 0V / 2V | |
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| 155 | | 5V / 6V / 12mA | 50% (Half-open) | 5V / 6V | |
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| 156 | | 10V / 10V / 20mA | 100% (Open) | 10V / 10V | |
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| 157 | ||||||||
| 158 | **Stroke Time:** 30-180 seconds full travel (depends on model) |
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| 159 | ||||||||
| 160 | --- |
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| 161 | ||||||||
| 162 | ## PROOF OUT TESTS |
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| 163 | ||||||||
| 164 | ### TEST 1: Manual Override Test (if equipped) |
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| 165 | - **Do:** Engage manual override lever on actuator |
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| 166 | - **Expect:** Actuator can be manually positioned, motor disengaged |
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| 167 | - **Pass If:** Manual override works, returns to auto when released |
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| 168 | ||||||||
| 169 | ### TEST 2: Full Stroke Test |
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| 170 | - **Do:** Command actuator from controller: 0% → 100% → 0% |
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| 171 | - **Expect:** |
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| 172 | * Smooth, continuous movement (no jerking) |
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| 173 | * Stroke time within spec (30-180 sec) |
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| 174 | * Position indicator moves smoothly |
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| 175 | * Valve stem moves full travel distance |
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| 176 | - **Pass If:** Completes full stroke both directions within spec time |
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| 177 | ||||||||
| 178 | ### TEST 3: Position Accuracy Test |
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| 179 | - **Do:** Command 0%, 25%, 50%, 75%, 100% |
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| 180 | - **Expect:** Actuator stops at each position, feedback matches command |
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| 181 | - **Pass If:** Position within ±5% of commanded |
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| 182 | ||||||||
| 183 | ### TEST 4: Water Flow Verification |
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| 184 | - **Do:** Stroke valve while observing: |
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| 185 | * Supply/return temperature differential (ΔT) |
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| 186 | * Flow meter reading (if available) |
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| 187 | * Coil performance (heating/cooling output) |
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| 188 | - **Expect:** |
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| 189 | * 0% position: Minimum flow, maximum ΔT |
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| 190 | * 100% position: Maximum flow, minimum ΔT |
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| 191 | * Gradual change between positions |
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| 192 | - **Pass If:** Flow control is proportional to valve position |
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| 193 | ||||||||
| 194 | ### TEST 5: Fail-Safe Test (Spring Return models) |
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| 195 | - **Do:** Remove power while actuator at mid-position |
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| 196 | - **Expect:** Actuator returns to fail-safe position: |
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| 197 | * Cooling valves: Typically close (NC) |
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| 198 | * Heating valves: May close or open depending on application |
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| 199 | - **Pass If:** Returns to fail-safe within 30 seconds, stays in position |
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| 200 | ||||||||
| 201 | ### TEST 6: No Leak Test |
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| 202 | - **Do:** Observe valve packing gland during full stroke |
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| 203 | - **Expect:** No water dripping from stem |
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| 204 | - **Pass If:** Packing gland remains dry through full operation |
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| 205 | ||||||||
| 206 | ### TEST 7: Controller Integration |
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| 207 | - [ ] Actuator appears in controller output list |
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| 208 | - [ ] Controller can command actuator (0-100%) |
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| 209 | - [ ] Position feedback reads correctly (if equipped) |
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| 210 | - [ ] Graphics show live position |
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| 211 | - [ ] Actuator responds to PID loop control |
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| 212 | - [ ] No faults or errors |
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| 213 | ||||||||
| 214 | --- |
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| 215 | ||||||||
| 216 | ## TROUBLESHOOTING |
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| 217 | ||||||||
| 218 | ### NO POWER / ACTUATOR DEAD |
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| 219 | 1. Measure supply voltage at actuator: 24VAC/VDC or 120VAC ±10% |
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| 220 | 2. Test continuity of power wiring end-to-end: <5 ohms |
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| 221 | 3. Check terminal connections tight |
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| 222 | 4. Verify polarity (DC circuits) |
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| 223 | 5. Listen for motor sound when commanded (should hear humming) |
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| 224 | 6. **If voltage present but no sound:** Replace actuator (motor failed) |
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| 225 | ||||||||
| 226 | ### ACTUATOR RUNS BUT VALVE DOESN'T MOVE |
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| 227 | 1. **Check coupling:** May have loosened or stripped |
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| 228 | 2. **Manually try to move stem:** Should feel resistance from actuator |
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| 229 | 3. **Check valve stem:** May be seized or broken |
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| 230 | 4. **If coupling loose:** Tighten or replace |
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| 231 | 5. **If stem seized:** Valve needs service/rebuild |
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| 232 | 6. **If stem broken:** Valve replacement required |
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| 233 | ||||||||
| 234 | ### ACTUATOR MOVES BUT INCORRECT POSITION |
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| 235 | 1. Verify control signal at actuator terminals |
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| 236 | 2. **If signal correct but position wrong:** Check stroke limits |
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| 237 | 3. Adjust stroke limits to match valve travel |
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| 238 | 4. Verify coupling not slipping on stem |
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| 239 | 5. Check position feedback wiring (if equipped) |
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| 240 | 6. **If feedback wrong:** Check feedback wire, verify at controller |
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| 241 | ||||||||
| 242 | ### ACTUATOR STALLS OR BINDS |
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| 243 | 1. Check valve for physical problems: |
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| 244 | - Stem bent or damaged |
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| 245 | - Internal valve parts seized or broken |
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| 246 | - Packing gland too tight |
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| 247 | 2. Measure current draw: >300mA indicates overload |
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| 248 | 3. **If overcurrent:** Valve too large for actuator or valve needs service |
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| 249 | 4. **If binding specific position:** Adjust stroke limits |
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| 250 | 5. **If generally binding:** Service valve or replace actuator with higher force |
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| 251 | ||||||||
| 252 | ### SLOW MOVEMENT |
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| 253 | 1. Measure supply voltage under load: Should stay ±10% |
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| 254 | 2. Check for voltage drop in long wire runs |
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| 255 | 3. Verify control signal stable |
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| 256 | 4. Listen for motor sounds (grinding indicates wear) |
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| 257 | 5. **If voltage drops:** Increase wire gauge |
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| 258 | 6. **If motor sounds bad:** Replace actuator (gearbox failing) |
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| 259 | ||||||||
| 260 | ### WATER LEAKING FROM VALVE STEM |
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| 261 | 1. **NOT an actuator issue** - packing gland needs adjustment |
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| 262 | 2. Slightly tighten packing nut (1/4 turn at a time) |
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| 263 | 3. **If still leaking:** Packing needs replacement (coordinate with plumber) |
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| 264 | 4. **CAUTION:** Over-tightening can bind valve stem |
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| 265 | ||||||||
| 266 | ### VALVE WON'T CLOSE FULLY (Leaking Thru) |
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| 267 | 1. **NOT typically actuator issue** - valve seat worn or damaged |
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| 268 | 2. Verify actuator reaching full closed position (0% command) |
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| 269 | 3. If actuator at 0% but water still flowing: Valve needs service/replacement |
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| 270 | 4. **Temporary workaround:** Slightly over-close using controller offset (if available) |
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| 271 | ||||||||
| 272 | ### ACTUATOR WON'T RETURN TO FAIL-SAFE (SR) |
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| 273 | 1. Remove power and manually feel spring tension |
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| 274 | 2. **If no spring:** Spring broken - replace actuator |
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| 275 | 3. **If valve won't move:** Valve may be too tight for spring force |
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| 276 | 4. Check for valve binding preventing spring return |
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| 277 | ||||||||
| 278 | --- |
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| 279 | ||||||||
| 280 | ## ESCALATION - COMPLETE BEFORE CALLING |
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| 281 | ||||||||
| 282 | ### PRE-ESCALATION CHECKLIST |
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| 283 | - [ ] Verified supply voltage at actuator (24V or 120V ±10%) |
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| 284 | - [ ] Verified control signal at actuator terminals |
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| 285 | - [ ] Checked coupling tight on valve stem |
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| 286 | - [ ] Tested actuator manually (override if equipped) |
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| 287 | - [ ] Observed valve stem movement through full stroke |
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| 288 | - [ ] Checked for valve binding or stem damage |
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| 289 | - [ ] Verified no water leaks at packing gland |
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| 290 | - [ ] Documented actual stroke time |
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| 291 | - [ ] Taken photos of installation |
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| 292 | - [ ] Reviewed actuator installation manual |
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| 293 | ||||||||
| 294 | ### PROVIDE THIS INFO |
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| 295 | - **Actuator:** [Mfg / Model / Force Rating / Location] |
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| 296 | - **Valve:** [Type / Size / Normally Open or Closed] |
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| 297 | - **Application:** Chilled water / Hot water / Steam / Condenser water |
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| 298 | - **Supply Voltage:** _____ VAC/VDC |
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| 299 | - **Control Signal:** 0-10V / 2-10V / 4-20mA |
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| 300 | - **Commanded Position:** _____ % |
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| 301 | - **Actual Position:** _____ % (visual or feedback) |
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| 302 | - **Stroke Time:** _____ seconds (0-100%) |
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| 303 | - **Water Temperature:** _____ °F (supply and return) |
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| 304 | - **ΔT:** _____ °F (supply - return) |
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| 305 | - **Symptoms:** [Not moving, slow, binding, leaking, etc.] |
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| 306 | - **Steps Taken:** [Troubleshooting completed] |
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| 307 | - **Photos:** Attached |
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| 308 | ||||||||
| 309 | ### CONTACTS |
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| 310 | - **Field Specialist:** [Phone] |
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| 311 | - **Programmer:** [Phone] (if PID loop tuning issue) |
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| 312 | - **Project Manager:** [Phone] (if wrong actuator size) |
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| 313 | - **Dispatch:** [Phone] |
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| 314 | ||||||||
| 315 | --- |
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| 316 | ||||||||
| 317 | ## COMMON ISSUES & TIPS |
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| 318 | ||||||||
| 319 | ✓ **Actuator sizing:** 90-150 lbs for 2-way valves up to 2", 200-500 lbs for larger or 3-way valves |
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| 320 | ✓ **Spring return vs non-spring:** SR for fail-safe (cooling valves close on power loss) |
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| 321 | ✓ **Normally Open vs Normally Closed valve:** Must match application (NC for cooling typical) |
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| 322 | ✓ **2-10V vs 0-10V:** 2-10V preferred - provides broken wire detection |
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| 323 | ✓ **Stroke time:** Longer stroke time (90-180 sec) prevents water hammer |
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| 324 | ✓ **Hot pipes:** Route wiring away from pipes >140°F to prevent insulation damage |
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| 325 | ✓ **Valve cycling:** Excessive cycling (>6 per hour) indicates PID loop needs tuning |
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| 326 | ✓ **Position feedback:** Essential for accurate control - use 4-wire actuator |
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| 327 | ✓ **Packing gland:** Light leak from packing is normal, but excessive leak needs adjustment |
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| 328 | ✓ **Manual override:** Use during commissioning to verify valve operation |
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| 329 | ✓ **Glycol systems:** More viscous than water, may require longer stroke time |
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| 330 | ||||||||
| 331 | --- |
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| 332 | ||||||||
| 333 | **Document ID:** SSO-VALVE-001 |
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| 334 | **Revision:** 1.0 |
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| 335 | **Next Review:** Dec 2026 |
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