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34-Samss-718 (12-02-2015)
34-Samss-718 (12-02-2015)
1 Scope............................................................. 2
2 Conflicts and Deviations................................. 2
3 References..................................................... 2
4 General Requirements................................... 3
5 Design............................................................ 5
6 Functionality................................................. 12
7 Test and Inspection...................................... 13
8 Documentation………………………………...14
1 Scope
This Specification together with the Purchase Order and appropriate Specification Sheet
Form 8020-718-ENG defines the minimum requirements for electric motor operated
valve actuators.
This specification does not apply to electric valve actuators that are specifically
designed for wellhead surface safety valve applications.
2.1 Any conflicts between this specification and other applicable Saudi Aramco
Materials System Specifications (SAMSSs), Engineering Standards (SAESs),
Standard Drawings (SASDs), or industry standards, codes and forms shall be
resolved in writing by the Company or Buyer Representative through the
Manager, Process & Control Systems Department of Saudi Aramco, Dhahran.
2.2 Direct all requests to deviate from this specification in writing to the Company or
Buyer Representative, who shall follow internal company procedure SAEP-302
and forward such requests to the Manager, Process & Control Systems
Department of Saudi Aramco, Dhahran.
3 References
Material or equipment supplied to this specification shall comply with the latest edition
of the references listed below, unless otherwise noted.
Page 2 of 14
Document Responsibility: Instrumentation Standards Committee 34-SAMSS-718
Issue Date: 12 February 2015
Next Planned Update: 12 February 2020 Electric Motor Operated Valve Actuators
4 General Requirements
4.2.1 Temperature
Page 3 of 14
Document Responsibility: Instrumentation Standards Committee 34-SAMSS-718
Issue Date: 12 February 2015
Next Planned Update: 12 February 2020 Electric Motor Operated Valve Actuators
Notes:
1) "Sheltered" refers to permanent, ventilated enclosures or buildings, or permanently
fixed sunshades with a top and three sides.
2) For instruments which dissipate internal heat and are installed in custom engineered
enclosures (e.g., enclosures not included in the original manufacturer's temperature
certification), an additional 15°C shall be added to the above maximum temperatures.
An example, for "indoor air conditioned" installation, the equipment must perform at
35 + 15 = 50°C. Similarly, for the "outdoor unsheltered" case, the equipment shall be
designed for a maximum operating temperature of 65 + 15 = 80°C.
3) For the outdoor installations only, the designer can take credit for forced or passive
cooling to eliminate or reduce the 15°C heat rise. For example, if vortex coolers are
used, the heat removal capacity of the coolers may be subtracted from the generated
heat. No more than 15°C reduction in temperature will be given as credit. The designer
shall substantiate his claim by providing the support data and calculations.
4.2.2 Contaminants
Page 4 of 14
Document Responsibility: Instrumentation Standards Committee 34-SAMSS-718
Issue Date: 12 February 2015
Next Planned Update: 12 February 2020 Electric Motor Operated Valve Actuators
4.2.3 Humidity
5 Design
5.1 General
5.1.1 The actuator shall be a totally self-contained unit, complete with integral
controls, switch(s) and indicator lamps for power and manual operation.
The motor shall be an integral part of the actuator, designed specifically
for valve actuator applications. The actuator shall be supplied complete
with electrical control compartment, totally enclosed gear train and hand
wheel.
5.1.2 When the actuator is ordered with its related valve, the valve
manufacturer shall be responsible for sizing of the valve actuator.
5.2.1 The rated actuator torque shall be the maximum usable static torque
available at the output bushing at specified electrical operating
conditions. This value, which corresponds to the torque produced at
100% of torque switch setting, must equal or exceed the maximum
instantaneous requirements of the valve, auxiliary gearbox or other
operated device.
5.2.2 The peak actuator torque shall be at least 120% of the rated actuator
torque. This torque shall be attained between 50% and 100% of actuator
‘no load’ speed. Below 50% of ‘no load’ speed, the torque shall not be
less than the rated actuator torque.
Commentary Note:
Rated actuator torque and peak actuator torque shall be attained without
Page 5 of 14
Document Responsibility: Instrumentation Standards Committee 34-SAMSS-718
Issue Date: 12 February 2015
Next Planned Update: 12 February 2020 Electric Motor Operated Valve Actuators
5.2.4 The valve manufacturer shall specify the valve stem yield torque in
Form 8020-718-ENG. The stall torque of the actuator shall not exceed
the valve’s stem maximum allowable yield torque.
5.3.2.1 Motors shall be rated for 480 VAC, 60 Hz, 3 phase power supply
unless otherwise specified in the P.O or form 8020-718-ENG.
Motor shall be capable of operating under maximum specified
loads with ±10% voltage variation to the motor. Tolerance for
frequency shall be ±5% for 3 phase motors.
Page 6 of 14
Document Responsibility: Instrumentation Standards Committee 34-SAMSS-718
Issue Date: 12 February 2015
Next Planned Update: 12 February 2020 Electric Motor Operated Valve Actuators
5.3.2.3 The motor power supply shall be fitted with a phase rotation
protection device designed to present the motor with the
correct phase rotation regardless of possible incorrect power
connections or to prevent the application of power if the phase
rotation is incorrect.
5.3.2.4 The motor shall be protected against loss of one or more motor
power supply phases by a phase protection device which shall
prevent actuation of the motor control contactors on loss of one
or more power supply phases.
Page 7 of 14
Document Responsibility: Instrumentation Standards Committee 34-SAMSS-718
Issue Date: 12 February 2015
Next Planned Update: 12 February 2020 Electric Motor Operated Valve Actuators
5.3.4.5 Any fuses that are necessary for the protection of the actuator
motor and control circuitry shall be supplied by the actuator
vendor.
Page 8 of 14
Document Responsibility: Instrumentation Standards Committee 34-SAMSS-718
Issue Date: 12 February 2015
Next Planned Update: 12 February 2020 Electric Motor Operated Valve Actuators
5.4.1 Local indication of valve position shall be by either one of the following
methods:
a) An integral, mechanically linked, pointer and dial that continuously
show the valve position (0-100%).
b) A digital valve position indicator that continuously shows the valve
position (0-100%), plus separate green and red LEDs to indicate
valve open (green) and closed (red) position.
5.4.2 Position limit switches shall be fully adjustable over the full range of
valve travel.
5.4.3 When mechanical position limit switches are used for external
indication, the appropriate contacts shall open at their preset limits of
travel. They shall function identically when the actuator is operated by
motor or hand wheel.
5.4.4 Position limit switches shall be set by the valve manufacturer during
mounting/assembling of actuator to the valve at the valves
manufacturer's shop.
5.4.5 When electronic valve position monitors and limit switches are used,
valve position and switch settings shall be stored in nonvolatile memory.
It shall be possible to monitor and retain the valve position if the actuator
is manually operated while the main power supply is lost or isolated.
Page 9 of 14
Document Responsibility: Instrumentation Standards Committee 34-SAMSS-718
Issue Date: 12 February 2015
Next Planned Update: 12 February 2020 Electric Motor Operated Valve Actuators
When backup batteries are used for digital position transmitter, the
battery life shall be at least five years. In addition, the battery condition
shall be monitored and alarmed.
5.5.2 When mechanical switches are used, contacts shall open when the torque
setting is exceeded either in the opening or closing direction. Direct cam
driven micro switches are acceptable only for noncritical auxiliary/utility
services.
5.5.3 Torque switch(s) shall be adjustable. The opening torque switch shall be
set at a minimum by the actuator manufacturer. The closing torque
switch shall be set by the actuator manufacturer in accordance with Form
8020-718-ENG except on actuators to be mounted on existing valves.
5.7.1 A hand wheel shall be provided to allow manual operation under all
process operating conditions (see paragraph 5.2) independent of the
motor. The motor shall be disengaged before manual operation and the
hand wheel drive shall be automatically disengaged when the motor is
Page 10 of 14
Document Responsibility: Instrumentation Standards Committee 34-SAMSS-718
Issue Date: 12 February 2015
Next Planned Update: 12 February 2020 Electric Motor Operated Valve Actuators
5.7.2 Actuators shall be factory filled with grease lubricant or oil and be
provided with filling and drain plugs.
5.7.4 Breather and drain shall be provided on the motor if not O-ring or gasket
sealed.
5.7.6 Thrust taking components such as stem nut and thrust bearing assembly
etc., shall withstand the maximum developed temperature without
deformation.
Page 11 of 14
Document Responsibility: Instrumentation Standards Committee 34-SAMSS-718
Issue Date: 12 February 2015
Next Planned Update: 12 February 2020 Electric Motor Operated Valve Actuators
6 Functionality
6.1.2 All function blocks shall be tested and certified by the host control
system vendor.
Page 12 of 14
Document Responsibility: Instrumentation Standards Committee 34-SAMSS-718
Issue Date: 12 February 2015
Next Planned Update: 12 February 2020 Electric Motor Operated Valve Actuators
7.1 The actuator vendor shall submit a written compliance table against this
specification for each offered type of actuator. Any deviation shall be
highlighted to the buyer's attention and shall be handled as outlined in
Section 2.2.
7.2 Actuators shall be factory tested by the vendor to verify rated output torque,
output speed, hand wheel operation, local control, remote control, Foundation
Fieldbus operation and diagnostic capability including self-test functions,
control power supply, closing direction, all customer inputs and outputs,
operation of motor winding temperature detector, and operation position
indication and LEDs. A report confirming successful completion of these
factory tests shall be submitted by the vendor.
7.4 Vendor shall provide proof of immunity testing of electronic control circuits to
confirm that the equipment will operate properly when energized and subjected
to an electromagnetic field from a radiated source, in particular hand held walkie
talkies operating at 5 watts within the frequency range 68 MHz to 470 MHz.
Page 13 of 14
Document Responsibility: Instrumentation Standards Committee 34-SAMSS-718
Issue Date: 12 February 2015
Next Planned Update: 12 February 2020 Electric Motor Operated Valve Actuators
Test method shall be based on test method “c” and a severity class of “II” from
IEC 60255-22-3.
Commentary Note:
It is not required the tests be carried out for each purchase order. It is adequate
to provide a certificate of each model.
8 Documentation
Revision Summary
12 February 2015 Revised the Next Planned Update, reaffirmed the content of the document, and reissued as
major revision.
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