Materials System Specification

34-SAMSS-718 Electric Motor Operated Valve Actuators Instrumentation Standards Committee Members
Al-Juaib, Mohammed Khalifah, Chairman Tuin, Rienk, Vice Chairman Al-Dakhil, Tareq Khalil Al-Faer Al Sharif, Hisham Mohammed Al-Harbi, Ahmed Saad Al-Jumah, Yousif Ahmed Al-Khalifa, Ali Hussain Al-Qaffas, Saleh Abdulwahab Al-Sahan, Fawaz Adnan Al-Saleem, Hesham Salem Chetia, Manoj Ell, Steven Tal Fadley, Gary Lowell Falkenberg, Anton Raymond Grainger, John Francis Mahmood, Balal Mathew, Vinod Qarni, Mahdi Ali Trembley, Robert James

26 January 2009

Saudi Aramco DeskTop Standards

Table of Contents 1 2 3 4 5 6 7 Scope............................................................. 2 Conflicts and Deviations................................. 2 References..................................................... 2 General Requirements................................... 4 Design............................................................ 6 Functionality................................................. 12 Test and Inspection...................................... 14

Previous Issue: 13 December 2008 Next Planned Update: 13 December 2013 Revised paragraphs are indicated in the right margin Primary contact: Tuin, Rienk on 966-3-8746415
CopyrightSaudi Aramco 2009. All rights reserved.

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Document Responsibility: Instrumentation Issue Date: 26 January 2009 Next Planned Update: 13 December 2013

34-SAMSS-718 Electric Motor Operated Valve Actuators

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.

Conflicts and Deviations 2.1 Any conflicts between this specification and their 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. 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.

2.2

References Material or equipment supplied to this specification shall comply with the latest edition of the references listed below, unless otherwise noted. 3.1 Saudi Aramco References Saudi Aramco Engineering Procedure SAEP-302 Instructions for Obtaining a Waiver of a Mandatory Saudi Aramco Engineering Requirement

Saudi Aramco Inspection Requirement Form 175-341000 Actuator: Valve, Pneumatic 34-SAMSS-716 or Electric 34-SAMSS-718

Saudi Aramco Forms and Data Sheets Form NMR-7907 Non-Material Requirements for Instrumentation (General)

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Document Responsibility: Instrumentation Issue Date: 26 January 2009 Next Planned Update: 13 December 2013

34-SAMSS-718 Electric Motor Operated Valve Actuators

Form 8020-718-ENG 3.2 Industry Codes and Standards

Instrument Specification Sheet (ISS) Electric Motor Operated Valve Actuators

American National Standards Institute ANSI B1.20.1 Pipe Threads, General Purpose (inch)

National Electrical Manufacturers Association NEMA 250 NEMA ICS 6 NEMA MG 1 Enclosures for Electrical Equipment (1000 Volts Maximum) Industrial Control and Systems Enclosures Motors and Generators

National Fire Protection Association NFPA 70 National Electrical Code, Article 505

European Committee for Electrotechnical Standardization CENELEC EN 60079-0 Electrical Apparatus for Explosive Gas Atmospheres Part 0: General Requirements CENELEC EN 60079-1 Explosive Gas Atmospheres Part 1: Equipment Protection By Flameproof Enclosures d Canadian Standards Association CSA C22.2 No. 30 Explosion Proof Enclosures for Use in Class-1 Hazardous Locations

Factory Mutual Engineering & Research Corporation FM 1 Explosion Proof Enclosures for Use in Class-1 Hazardous Locations

International Electrotechnical Commission IEC 60034-1 IEC 60529 Rotating Electrical Machines-Part 1: Rating and Performance Degrees of Protection Provided by Enclosures (IP Code)

Underwriters Laboratories, Inc. UL 698 Industrial Control Equipment for Use in Hazardous Locations
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34-SAMSS-718 Electric Motor Operated Valve Actuators

General Requirements 4.1 Engineering Units All dimensions and measurements shall be in the International System of Units (SI), and may be followed by the equivalent value in conventional (English) units between brackets. When not critical, the equivalent dimensions may be rounded to their nearest practical value. 4.2 Environmental Conditions 4.2.1 Temperature Instruments and control systems shall operate continuously under the following ambient air temperatures without any degradation of the manufacturer's guaranteed performance:
Indoor Air (2) Conditioned 35C (95F) 10C (50F) Outdoor (1)(2)(3) Sheltered 55C (131F) 0C (32F) Outdoor (2)(3) Unsheltered 65C (149F) 0C (32F)

Maximum Minimum
Notes: 1) 2)

"Sheltered" refers to permanent, ventilated enclosures or buildings, or permanently fixed sunshades with a top and three sides. 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 15C shall be added to the above maximum temperatures. An example, for "indoor air conditioned" installation, the equipment must perform at 35 + 15 = 50C. Similarly, for the "outdoor unsheltered" case, the equipment shall be designed for a maximum operating temperature of 65 + 15 = 80C. For the outdoor installations only, the designer can take credit for forced or passive cooling to eliminate or reduce the 15C 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 15C reduction in temperature will be given as credit. The designer shall substantiate his claim by providing the support data and calculations.

3)

4.2.2

Contaminants The actuator manufacturer shall ensure that the equipment is designed to withstand the following air quality requirements: 4.2.2.1 Dust Concentration Usual airborne dust concentration is 1 mg/m. During sandstorms, dust concentrations may reach 500 mg/m. The

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size of 95% of all particles are less than 20 micrometers and 50% of all particles are less than 1.5 micrometers. Elements present in dust include compounds of calcium, silicon, magnesium, aluminum, potassium, chlorides and sodium. When wetted (high humidity conditions) these compounds function as electrolytes and can result in severe corrosion. Other pollutants present in the atmosphere under the extreme conditions are: H2S Hydrocarbon SO2 CO NOx O3 4.2.2.2 20 ppm (vol/vol) 150 ppm (vol/vol) 10 ppm (vol/vol) 100 ppm (vol/vol) 5 ppm (vol/vol) 1 ppm (vol/vol)

Wind-borne Sea Water Spray Equipment which is not enclosed or hermetically sealed, but is situated offshore or near shore (i.e., within 1 km from shoreline), shall be protected against corrosion and operational failure due to wind-borne sea water spray and the accumulation of wetted salt (NaCl).

4.2.3

Humidity Outdoor design basis shall be 5% to 95% relative humidity (noncondensing).

4.2.4

Offshore and Nearshore Environment Equipment which is not enclosed or hermetically sealed, but is situated offshore or nearshore, shall be protected against corrosion and operational failure due to wind-borne sea water spray and the accumulation of wetted salt (NaCl). Nearshore is defined as any outdoor, onshore location within one kilometer from the shoreline of the Arabian Gulf; all of the Ras Tanura Refinery and Terminal; and within three kilometers from the shoreline of the Red Sea.

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34-SAMSS-718 Electric Motor Operated Valve Actuators

Design 5.1 General 5.1.1 The actuator shall be a totally self-contained unit, complete with integral controls, switch(es) and indicator lamps for power and manual operation. The actuator shall be supplied complete with motor, electrical control compartment, totally enclosed gear train and hand wheel. When the actuator is ordered with its related valve, the valve manufacturer shall be responsible for sizing of the valve actuator.

5.1.2 5.2

Actuator Sizing 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. 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 the benefit of the hammer blow effect.

5.2.2

5.2.3

The maximum process pressure drop, as specified on Form 8020-718-ENG, shall be used as the basis for actuator sizing. If the maximum process pressure drop is not known, shutoff differential pressure shall be used as the basis for sizing.
Commentary Note: The shutoff differential pressure is determined by assuming maximum operating pressure upstream and atmospheric pressure downstream. The maximum operating pressure is different than the maximum allowable pressure based on the piping class rating.

5.2.4

The valve manufacturer shall specify the valve stem yield torque - see Form 8020-718-ENG, Line 60 and the vendor shall notify Saudi Aramco if the stall torque of the actuator specified in Form 8020-718-ENG, Line 30 exceeds the maximum allowable yield torque of the valve stem.
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For all MOV actuator operated valves, the stall torque of the actuator shall be less than the maximum allowable valve stem yield torque. If such an initial problem arises, then this needs to be resolved, for example by selecting a stronger stem with a higher yield torque (e.g., by increasing the stem diameter or by selecting stronger stem material, etc.), or by selecting an actuator with a lower stall torque (if necessary from another manufacturer) or other solution. It is not allowed, under any circumstance, that the stall torque of the actuator exceeds the maximum allowable yield torque of the valve stem. 5.3 Electrical Requirements 5.3.1 Enclosure Certification 5.3.1.1 For all classified area's the actuator shall be certified explosionproof for installation in a Class I, Division 1, Group C & D or Zone 1, Group IIA & B areas, classified under NFPA 70, National Electrical Code (NEC) Article 505. The actuator shall also be listed or labeled by any one of the following agencies: UL, FM, and CSA. Alternatively, the actuator may be European third-party certified with the full requirements of CENELEC EN 60079-1, Equipment protection by flameproof enclosures d and CENELEC EN 60079-0, General Requirements.
Exception: Actuators used in non-classified areas, e.g., water transmission, are not required to be certified for hazardous area installation.

5.3.1.2 All actuators shall be water and dust-tight in accordance with NEMA ICS 6 and NEMA 250 Type 4X or IEC 60529 Type IP65. 5.3.2 Power Supply and Protection 5.3.2.1 Motors shall be rated for the power supply specified on the ISS, being either 3 phase, 460 VAC, 60 Hz or single phase 120VAC, 60 Hz, unless specified otherwise in the P.O. Motor shall be capable of operating under maximum specified loads with 10% voltage variation to the motor. The motor shall be protected by one or more temperature element(s) embedded within the stator windings and/or by a

5.3.2.2

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current sensing overload relay in all three phases to protect against cold stall and continuous overload.
Commentary Note: Disabling or bypassing the temperature element will invalidate the actuator hazardous area enclosure certification.

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. 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.

5.3.2.4

5.3.3

Electrical Control and Performance 5.3.3.1 For on/off control applications the motor shall be high-torque, low inertia, squirrel-cage type, designed specifically for heavy on/off actuator duty. As a minimum, the motor shall be rated for 15 minutes continuous operation or S2-15 duty cycle per IEC 60034-1, and shall be provided with Class F insulation. Vendor shall ensure that the actuator is designed to meet continuous operation at the specified number of Starts/Hours required in 8020-718-ENG. For continuous modulating control applications the motor shall be high-torque, high speed, high precision, low inertia, squirrelcage type, designed specifically for continuous modulating actuator duty. The hysteresis shall be less than 2%. As a minimum, the motor shall be rated for S4-50% duty cycle per IEC 60034-1 for continuous operation unless otherwise specified in the P.O. The motor shall be provided with Class H insulation. The vendor shall ensure that the modulating card can continuously monitor the valve position with the actuator traveling at its full specified speed. All other performance characteristics shall conform to the requirements of NEMA MG 1.

5.3.3.2

5.3.3.3

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5.3.4

Control Circuitry 5.3.4.1 Integral contactor control logic may be implemented with hardwired electromagnetic relays or hardwired solid state logic or configurable solid state logic. Electronic components shall be high quality industrial grade designed to operate continuously inside the control enclosure at the environmental conditions specified in Section 4.2. External control power when required shall be 24 VDC, 125 VDC or 120 VAC nominal as specified in 8020-718-ENG. A three-position control mode selector switch shall be provided. The switch shall provide two control modes, Local and Remote. In addition, the switch shall provide a third position which inhibits local and remote operation of the actuator. The switch shall be lockable in all three positions. The switch positions shall be marked LOCAL; STOP (OFF); REMOTE or by suitable symbols to clearly identify the function of each switch position. Any fuses that are necessary for the protection of the actuator motor and control circuitry shall be supplied by the actuator vendor.

5.3.4.2

5.3.4.3 5.3.4.4

5.3.4.5

5.3.4

External Interconnections 5.3.4.1 Power and control terminals shall be segregated. Vendor's internal wiring identification shall be by permanently embossed wire markers of heat-shrinkable slip-on type or equivalent permanent marking system. External wires shall be terminated with ring type wire lugs. Suitable screw type terminals shall be provided. Termination schedule for external control and monitor connections shall be permanently fixed to the inside of the terminal enclosure cover plate. An external stud with lug shall be provided to accommodate a grounding conductor of 10 mm. A minimum of three 1-inch NPT or larger conduit entries shall be provided per ANSI B1.20.1 unless specified otherwise in the P.O. All conduit connections shall be made so as to assure grounding continuity.
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5.3.4.2 5.3.4.3

5.3.4.4

Document Responsibility: Instrumentation Issue Date: 26 January 2009 Next Planned Update: 13 December 2013

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5.4

Valve Position Limit Switches and Indication 5.4.1 Local indication of valve position shall be by either one of the following methods: a) b) An integral, mechanically linked, pointer and dial that continuously show the valve position (0-100%). 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 5.4.3

Position limit switches shall be fully adjustable over the full range of valve travel. 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. Position limit switches shall be set by the valve manufacturer during mounting/assembling of actuator to the valve at the valves manufacturer's shop. 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. In addition, the actuator shall not require limit switch resetting or position re-calibration after power supply is re-established. 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.

5.4.4

5.4.5

5.5

Torque Switches and Monitors 5.5.1 Motor torque shall be sensed by a mechanical mechanism or inferred from a measurement of motor current, speed, mechanical pressure or magnetic flux. 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.

5.5.2

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5.5.3

Torque switch(es) 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. For microprocessor based actuators, settings of electronic torque switches shall be retained in nonvolatile memory.

5.5.4 5.6

Actuator Configuration 5.6.1 Actuators may be configured by inserting hardwired links into pre configured hardwired control circuits or by external nonintrusive means or by setting dip switches in logic circuits. If an external setting tool is used for nonintrusive configuration, it shall be intrinsically safe and shall be certified for use in Class 1 Division 1 or Zone 1 areas. In addition, the setting tool shall be weatherproof and suitable for use in the ambient conditions specified in Section 4.2. In microprocessor based actuators, access to actuator configuration and adjustments shall be password protected.

5.6.2

5.7

Mechanical Requirements 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 energized. The hammer blow effect (refer paragraph 5.7.5) shall be retained with hand operation. Actuators shall be factory filled with grease lubricant or oil and be provided with filling and drain plugs. The following accessories shall be provided by the valve Manufacturer: a) b) c) d) A stem protection tube and a stem mounted position indicator extending through the top. A grease nipple or similar device to allow refilling in each mounting position. A telescopic or readily removable portion below the actuator to permit repacking of the valve. Mechanical position indications on the gearbox when provided.

5.7.2 5.7.3

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5.7.4 5.7.5

Breather and drain shall be provided on the motor if not O-ring or gasket sealed. A hammer blow device shall be provided for actuator in On/Off applications to enable the motor to attain full speed before application of torque to valve spindle. Thrust taking components such as stem nut and thrust bearing assembly etc., shall withstand the maximum developed temperature without deformation. In addition to the standard requirements in the Purchase Order, an AISI Series 300 stainless steel name plate shall be provided with either engraved, embossed or laser etched lettering, and gives following information as a minimum: a) b) c) d) e) f) g) h) Model number; Serial number; Manufacturer's name; Rated torque; Speed (RPM); Motor supply (nameplate) voltage and frequency; Nominal motor current; Relay Control voltage (only for actuators fitted with interposing relays).

5.7.6

5.7.7

Functionality 6.1 Foundation Fieldbus Requirements When Foundation Fieldbus Interface is required as specified on the ISS, the following minimum features shall be available in the device: 6.1.1 6.1.2 6.1.3 Foundation Fieldbus Certification as having passed the latest revision of the Interoperability Test Kit (ITK). All function blocks shall be tested and certified by the host control system vendor. Capable of performing continuous diagnostics, including self-test functions, to provide specific diagnostic information to the Instrument Asset Management System (IAMS).
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6.2

Wiring Diagrams Unless stated otherwise in 8020-718-ENG the actuator shall be wired to provide maintained travel with intermediate stop and reverse operation. Instantaneous reverse may be considered when actuators are wired for remote ESD actuation. Vendor standard wiring diagrams shall be used to achieve the required functionality.

6.3

Remote Push Button and Status Lamp Connections Connections for remote control and monitoring devices shall be provided as follows: a) b) c) Remote Open, Close and Stop push buttons; Valve position indicator lamps; Monitor relay to indicate that actuator is in local or remote control mode.

6.4

Optional Features The following features shall be supplied if specified in 8020-718-ENG: a) External remote emergency shutdown, close or open, as specified. Emergency contact shall be normally closed, open on emergency. When the actuator is specified for emergency isolation application, the ESD contact shall have its dedicated Common pin connection terminal that is independent from other Common pin connection used for control signals.
Commentary Note: The additional dedicated ESD "common" terminal is not required if the actuator Open/Stop/Close contacts are wired to the ESD system.

Emergency shutdown shall override the control mode selector switch when set to either Local or Remote control, however emergency shutdown shall not override when the MOV is set to the STOP (OFF) position. b) c) d) Remote indication of motor output torque. Remote indication of torque switch status. Remote continuous linear position indicator. The position indication shall be achieved by externally powered potentiometer or 4-20 mA isolated signal proportional to valve position.

6.5

Digital Two-Wire Networks Digital Two-Wire Networks that enable several actuators to be controlled and
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monitored from a single master station may be used with prior written approval of the Supervisor, Instrumentation Unit/P&CSD. 6.6 Maintenance Support Together with the technical bids, the vendor shall provide full technical details on the diagnostic and predictive maintenance monitoring and reporting capabilities of the quoted actuator system(s). 7 Test and Inspection 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. 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 & LEDs. A report confirming successful completion of these factory tests shall be submitted by the vendor. Actuators will be accepted on a certificates only basis unless specified otherwise in the purchase order. Certificates shall be supplied in accordance with Saudi Aramco Inspection Requirements Form 175-341000 attached to the purchase order and shall be sent to the purchasing office within 10 days of the manufacturer's inspection. Electronic control circuits shall be tested 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. Test method shall be based on test method c and a severity class of II from IEC 60255-22-3.

7.2

7.3

7.4

13 December 2008 26 January 2009

Revision Summary Revised the "Next Planned Update". Reaffirmed the contents of the document and reissued with updated technical criteria. Editorial revision to delete the reference to ATEX as a certifying agency for electrical equipment to be used in classified areas.

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