Valve actuator

A manual actuator employs levers, gears, or wheels to move the valve stem with a certain action. Manual actuators are powered by hand. Manual actuators are inexpensive, typically self-contained, and easy to operate by humans. However, some large valves are impossible to operate manually and some valves may be located in remote, toxic, or hostile environments that prevent manual operations in some conditions. As a safety feature, certain types of situations may require quicker operation than manual actuators can provide to close the valve.

Air (or other gas) pressure is the power source for pneumatic valve actuators.[1] They are used on linear or quarter-turn valves. Air pressure acts on a piston or bellows diaphragm creating linear force on a valve stem. Alternatively, a quarter-turn vane-type actuator produces torque to provide rotary motion to operate a quarter-turn valve. A pneumatic actuator may be arranged to be spring-closed or spring-opened, with air pressure overcoming the spring to provide movement. A "double acting" actuator use air applied to different inlets to move the valve in the opening or closing direction. A central compressed air system can provide the clean, dry, compressed air needed for pneumatic actuators. In some types, for example, regulators for compressed gas, the supply pressure is provided from the process gas stream and waste gas either vented to air or dumped into lower-pressure process piping.

Hydraulic actuators convert fluid pressure into motion. Similar to pneumatic actuators, they are used on linear or quarter-turn valves. Fluid pressure acting on a piston provides linear thrust for gate or globe valves. A quarter-turn actuator produces torque to provide rotary motion to operate a quarter-turn valve. Most types of hydraulic actuators can be supplied with fail-safe features to close or open a valve under emergency circumstances. Hydraulic pressure can be supplied by a self-contained hydraulic pressure pump. In some applications, such as water pumping stations, the process fluid can provide hydraulic pressure, although the actuators must use materials compatible with the fluid.

Electric valve actuator mounted on a pressure reducing needle valve.

The electric actuator uses an electric motor to provide torque to operate a valve. They are quiet, non-toxic and energy efficient. However, electricity must be available, which is not always the case, they can also operate on batteries.

Spring-based actuators hold back a spring. Once any anomaly is detected, or power is lost, the spring is released, operating the valve. They can only operate once, without resetting, and so are used for one-use purposes such as emergencies. They have the advantage that they do not require a powerful electric supply to move the valve, so they can operate from restricted battery power, or automatically when all power has been lost.

Robust asynchronous three-phase AC motors are mostly used as the driving force, for some applications also single-phase AC or DC motors are used. These motors are specially adapted for valve automation as they provide higher torques from standstill than comparable conventional motors, a necessary requirement to unseat sticky valves. The actuators are expected to operate under extreme ambient conditions, however they are generally not used for continuous operation since the motor heat buildup can be excessive.

The limit switches signal when an end position has been reached. The torque switching measures the torque present in the valve. When exceeding a set limit, this is signaled in the same way. Actuators are often equipped with a remote position transmitter which indicates the valve position as continuous 4-20mA current or voltage signal.

Often a worm gearing is used to reduce the high output speed of the electric motor. This enables a high reduction ratio within the gear stage, leading to a low efficiency which is desired for the actuators. The gearing is therefore self-locking i.e. it prevents accidental and undesired changes of the valve position by acting upon the valve’s closing element.

The valve attachment consists of two elements. First: The flange used to firmly connect the actuator to the counterpart on the valve side. The higher the torque to be transmitted, the larger the flange required.

Second: The output drive type used to transmit the torque or the thrust from the actuator to the valve shaft. Just like there is a multitude of valves there is also a multitude of valve attachments.

Dimensions and design of valve mounting flange and valve attachments are stipulated in the standards EN ISO 5210 for multi-turn actuators or EN ISO 5211 for part-turn actuators. The design of valve attachments for linear actuators is generally based on DIN 3358.

In their basic version most electric actuators are equipped with a handwheel for operating the actuators during commissioning or power failure. The handwheel does not move during motor operation.

The electronic torque limiting switches are not functional during manual operation. Mechanical torque-limiting devices are commonly used to prevent torque overload during manual operation.

Both actuator signals and operation commands of the DCS are processed within the actuator controls. This task can in principle be assumed by external controls, e.g. a PLC. Modern actuators include integral controls which process signals locally without any delay. The controls also include the switchgear required to control the electric motor. This can either be reversing contactors or thyristors which, being an electric component, are not subject to mechanic wear. Controls use the switchgear to switch the electric motor on or off depending on the signals or commands present. Another task of the actuator controls is to provide the DCS with feedback signals, e.g. when reaching a valve end position.

The supply cables of the motor and the signal cables for transmitting the commands to the actuator and sending feedback signals on the actuator status are connected to the electrical connection. The electrical connection can be designed as a separately sealed terminal bung or plug/socket connector. For maintenance purposes, the wiring should be easily disconnected and reconnected.

Fieldbus technology is increasingly used for data transmission in process automation applications. Electric actuators can therefore be equipped with all common fieldbus interfaces used in process automation. Special connections are required for the connection of fieldbus data cables.

After receiving an operation command, the actuator moves the valve in direction OPEN or CLOSE. When reaching the end position, an automatic switch-off procedure is started. Two fundamentally different switch-off mechanisms can be used. The controls switch off the actuator as soon as the set tripping point has been reached. This is called limit seating. However, there are valve types for which the closing element has to be moved in the end position at a defined force or a defined torque to ensure that the valve seals tightly. This is called torque seating. The controls are programmed as to ensure that the actuator is switched off when exceeding the set torque limit. The end position is signalled by a limit switch.

The torque switching is not only used for torque seating in the end position, but it also serves as overload protection over the whole travel and protects the valve against excessive torque. If excessive torque acts upon the closing element in an intermediate position, e.g. due to a trapped object, the torque switching will trip when reaching the set tripping torque. In this situation the end position is not signalled by the limit switch. The controls can therefore distinguish between normal operation torque switch tripping in one of the end positions and switching off in an intermediate position due to excessive torque.

Temperature sensors are required to protect the motor against overheating. For some applications by other manufacturers, the increase of the motor current is also monitored. Thermoswitches or PTC thermistors which are embedded in the motor windings mostly reliably fulfil this task. They trip when the temperature limit has been exceeded and the controls switch off the motor.

The positioner [1] is supplied with a setpoint [2] and an actual value [3]. The motor is controlled until the actual value is identical to the setpoint. The DCS generally needs a feedback signal [4]

Due to increasing decentralisation in automation technology and the introduction of micro processors, more and more functions have been transferred from the DCS to the field devices. The data volume to be transmitted was reduced accordingly, in particular by the introduction of fieldbus technology. Electric actuators whose functions have been considerably expanded are also affected by this development. The simplest example is the position control. Modern positioners are equipped with self-adaptation i.e. the positioning behaviour is monitored and continuously optimised via controller parameters.

Meanwhile, electric actuators are equipped with fully-fledged process controllers (PID controllers). Especially for remote installations, e.g. the flow control to an elevated tank, the actuator can assume the tasks of a PLC which otherwise would have to be additionally installed.

Modern actuators have extensive diagnostic functions which can help identify the cause of a failure. They also log the operating data. Study of the logged data allows the operation to be optimised by changing the parameters and the wear of both actuator and valve to be reduced.

If a valve is used as a shut-off valve, then it will be either open or closed and intermediate positions are not held...

Defined intermediate positions are approached for setting a static flow through a pipeline. The same running time limits as in open-close duty apply.

The most distinctive feature of a closed-loop application is that changing conditions require frequent adjustment of the actuator, for example, to set a certain flow rate. Sensitive closed-loop applications require adjustments within intervals of a few seconds. The demands on the actuator are higher than in open-close or positioning duty. Actuator design must be able to withstand the high number of starts without any deterioration in control accuracy.

The enclosure protection types are defined according to the IP codes of EN 60529. The basic versions of most electric actuators are designed to the second highest enclosure protection IP 67. This means they are protected against the ingress of dust and water during immersion (30 min at a max. head of water of 1 m). Most actuator manufacturers also supply devices to enclosure protection IP 68 which provides protection against submersion up to a max. head of water of 6 m.

In Siberia, temperatures down to – 60 °C may occur, and in technical process plants + 100 °C may be exceeded. Using the proper lubricant is crucial for full operation under these conditions. Greases which may be used at room temperature can become too solid at low temperatures for the actuator to overcome the resistance within the device. At high temperatures, these greases can liquify and lose their lubricating power. When sizing the actuator, the ambient temperature and the selection of the correct lubricant are of major importance.

Actuators are used in applications where potentially explosive atmospheres may occur. This includes among others refineries, pipelines, oil and gas exploration or even mining. When a potentially explosive gas-air-mixture or gas-dust-mixture occurs, the actuator must not act as ignition source. Hot surfaces on the actuator as well as ignition sparks created by the actuator have to be avoided. This can be achieved by a flameproof enclosure, where the housing is designed to prevent ignition sparks from leaving the housing even if there is an explosion inside.

Actuators designed for these applications, being explosion-proof devices, have to be qualified by a test authority (notified body). Explosion protection is not standardized worldwide. Within the European Union, ATEX 94/9/EC applies, in US, the NEC (approval by FM) or the CEC in Canada (approval by the CSA). Explosion-proof actuators have to meet the design requirements of these directives and regulations.