1、 AMERICAN NATIONAL STANDARD ANSI/ISA-96.02.01-2007 Guidelines for the Specification of Electric Valve Actuators Approved 14 January 2008 ANSI/ISA-96.02.01-2007 Guidelines for the Specification of Electric Valve Actuators ISBN: 978-1-934394-46-5 Copyright 2007 by ISA. All rights reserved. Not for res
2、ale. Printed in the United States of America. No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means (electronic mechanical, photocopying, recording, or otherwise), without the prior written permission of the Publisher. ISA 67 Alexande
3、r Drive P.O. Box 12277 Research Triangle Park, North Carolina 27709 3 ANSI/ISA-96.02.01-2007 Preface This preface, as well as all footnotes and annexes, is included for information purposes and is not part of ANSI/ISA-96.02.01-2007. This document has been prepared as part of the service of ISA towar
4、d a goal of uniformity in the field of instrumentation. To be of real value, this document should not be static but should be subject to periodic review. Toward this end, the Society welcomes all comments and criticisms and asks that they be addressed to the Secretary, Standards and Practices Board;
5、 ISA; 67 Alexander Drive; P. O. Box 12277; Research Triangle Park, NC 27709; Telephone (919) 549-8411; Fax (919) 549-8288; E-mail: standardsisa.org. The ISA Standards and Practices Department is aware of the growing need for attention to the metric system of units in general, and the International S
6、ystem of Units (SI) in particular, in the preparation of instrumentation standards. The Department is further aware of the benefits to USA users of ISA standards of incorporating suitable references to the SI (and the metric system) in their business and professional dealings with other countries. T
7、oward this end, this Department will endeavor to introduce SI-acceptable metric units in all new and revised standards, recommended practices, and technical reports to the greatest extent possible. Standard for Use of the International System of Units (SI): The Modern Metric System, published by the
8、 American Society for Testing and Materials as IEEE/ASTM SI 10-97, and future revisions, will be the reference guide for definitions, symbols, abbreviations, and conversion factors. It is the policy of ISA to encourage and welcome the participation of all concerned individuals and interests in the d
9、evelopment of ISA standards, recommended practices, and technical reports. Participation in the ISA standards-making process by an individual in no way constitutes endorsement by the employer of that individual, of ISA, or of any of the standards, recommended practices, and technical reports that IS
10、A develops. CAUTION ISA ADHERES TO THE POLICY OF THE AMERICAN NATIONAL STANDARDS INSTITUTE WITH REGARD TO PATENTS. IF ISA IS INFORMED OF AN EXISTING PATENT THAT IS REQUIRED FOR USE OF THE DOCUMENT, IT WILL REQUIRE THE OWNER OF THE PATENT TO EITHER GRANT A ROYALTY-FREE LICENSE FOR USE OF THE PATENT B
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13、R SCOPE OF ANY PATENTS BROUGHT TO ITS ATTENTION. THE USER SHOULD CAREFULLY INVESTIGATE RELEVANT PATENTS BEFORE USING THE DOCUMENT FOR THE USERS INTENDED APPLICATION. HOWEVER, ISA ASKS THAT ANYONE REVIEWING THIS DOCUMENT WHO IS AWARE OF ANY PATENTS THAT MAY IMPACT IMPLEMENTATION OF THE DOCUMENT NOTIF
14、Y THE ISA STANDARDS AND PRACTICES DEPARTMENT OF THE PATENT AND ITS OWNER. ADDITIONALLY, THE USE OF THIS DOCUMENT MAY INVOLVE HAZARDOUS MATERIALS, OPERATIONS OR EQUIPMENT. THE DOCUMENT CANNOT ANTICIPATE ALL POSSIBLE APPLICATIONS OR ADDRESS ALL POSSIBLE SAFETY ISSUES ASSOCIATED WITH USE IN HAZARDOUS C
15、ONDITIONS. THE USER OF THIS DOCUMENT MUST EXERCISE SOUND ANSI/ISA-96.02.01-2007 4 PROFESSIONAL JUDGMENT CONCERNING ITS USE AND APPLICABILITY UNDER THE USERS PARTICULAR CIRCUMSTANCES. THE USER MUST ALSO CONSIDER THE APPLICABILITY OF ANY GOVERNMENTAL REGULATORY LIMITATIONS AND ESTABLISHED SAFETY AND H
16、EALTH PRACTICES BEFORE IMPLEMENTING THIS DOCUMENT. THE USER OF THIS DOCUMENT SHOULD BE AWARE THAT THIS DOCUMENT MAY BE IMPACTED BY ELECTRONIC SECURITY ISSUES. THE COMMITTEE HAS NOT YET ADDRESSED THE POTENTIAL ISSUES IN THIS VERSION. The following people served as members of ISA SP96.02 and contribut
17、ed to this standard: NAME COMPANY V. Mezzano, Chair Fluor Corporation W. Weidman, Managing Director Worley Parsons J. Broyles Enbridge Pipelines Inc. L. Fletcher Sunbelt Supply/Hughes S. Lind Jordan Controls S. Loveless Puffer-Sweiven T. Matthews Rotork Controls R. Matthis Auma Actuators Inc. R. McE
18、ver Consultant F. Standing Warrior Lakota Engineered Systems LLC K. Walker Flowserve Corporation-Automax The following people served as members of ISA SP96 and contributed to this standard: NAME COMPANY V. Mezzano, Chair Fluor Corporation W. Weidman, Managing Director Worley Parsons R. Arnold Rotork
19、 Controls Inc. G. Blackwell Industrial Valve D. Bowman Gray Automation S. Boyle Metso Automation USA Inc. M. Brancaleoni Auma Italiana J. Broyles Enbridge Pipelines Inc. S. Gow Spirax Sarco Inc. B. Kornsey Eim Controls T. Kovacs Puffer-Sweiven L. Lengyel Safe Plex Systems Inc. S. Lind Jordan Control
20、s D. Lindberg Valmation R. McCray SimPro Controls LLC R. McEver Consultant A. Michelson Sunbelt Supply D. Payne Tyco Valve Automation C. Reed Koso America Inc. G. Robbins ATI W. Stinson Stinson Valve-Actuation LLC R. Vertz Mueller Steam Specialty L. Winkel Flowserve J. Young The Dow Chemical Company
21、 B. Zachary SIS Tech Solutions 5 ANSI/ISA-96.02.01-2007 This standard was approved for publication by the ISA Standards and Practices Board on 28 December 2007. NAME COMPANY T. McAvinew, Vice President Jacobs Engineering Group M. Coppler Ametek Inc. E. Cosman The Dow Chemical Company B. Dumortier Sc
22、hneider Electric D. Dunn Aramco Services Company J. Gilsinn NIST/MEL W. Holland Consultant E. Icayan ACES Inc. J. Jamison Jamison the pitch is double for double lead threads, etc. A.3 Accessories: Devices attached to the actuator for various control functions such as positioners, pilot valves (relay
23、s), solenoid valves, air sets, manual override, limit switches/valve position monitoring, partial stroke testing devices, and position indicator. A.4 Actuator: A powered device which supplies force and motion to position a valve, damper, or other similar devices closure member at the open, closed or
24、 intermediate position. A.5 Adaption: Loosely used term to describe the interface hardware between the valve and the actuator. A.6 Ambient temperature: The air temperature surrounding the actuator. The ambient temperature is not necessarily the same as the exterior temperature of the main valve body
25、 closest to the flow. A.7 Analog: Using physical variables such as temperature, flow, or pressure to represent and correspond with numerical variables that occur in process. Typical analog signal is 4-20 mA. A.8 Breathers and drains: A system for cooling the motor and for draining excess moisture fr
26、om a motor enclosure. This type of enclosure is not suitable for explosion proof applications. This type of enclosure is rarely used in most of todays actuators, but is still found in many of the older electric actuator specifications. A.9 Contactor: A two-state (on-off) device for repeatedly establ
27、ishing and interrupting an electric power (motor) circuit. See also reversing contactor. A.10 Cycle: For the purpose of this document, a cycle is defined as the actuator moving from full open to full close and back. A.11 Declutchable handwheel: A device using a clutch mechanism which must be manuall
28、y engaged to operate the actuator without requiring an electrical power supply. The declutch assembly should automatically disengage when power is applied to the actuator. The handwheel should not move when disengaged to prevent injury. A.12 Diagnostics: A broad, general term referring to informatio
29、n which can be retrieved from an actuator by various means and methods which may include troubleshooting, component availability/status, and historical data. A.13 Digital controls: A control package which utilizes digital signals transmitted from a remote control facility to the actuator location vi
30、a a 2-wire communication network. A BUS or protocol is used to communicate commands from the remote operation location. ANSI/ISA-96.02.01-2007 18 A.14 Electric actuator: A device that converts electrical energy into motion (linear or rotary). A.15 Environment: Ambient conditions (including temperatu
31、re, pressure, humidity, radioactivity, and corrosiveness of the atmosphere) surrounding the actuator. Also, the mechanical effects and seismic vibration transmitted through the piping or heat radiated toward the actuator from the valve body. A.16 Explosion proof: A generic term often used to describ
32、e actuators operating in hazardous locations which are designed and built to withstand an internal explosion without creating an external explosion or fire. Specifications must define the hazardous area classification and the certifying body (i.e. FM Class 1, Groups C however, other time ratings may
33、 be available for modulating or continuous duty operation. A.41 Mounting position: The location and orientation of an actuator relative to the piping, either parallel or perpendicular. A.42 Multi-turn: An actuator which transmits torque to the valve/gearbox for at least one revolution. It may be cap
34、able of withstanding thrust. A combination of a multi-turn actuator plus a multi-turn gearbox can be considered a multi-turn actuator. A.43 Nameplate: A plate attached to the actuator bearing the name of the manufacturer and a listing of actuator specifications. A.44 On-off or open-close: Function o
35、f a valve actuator to drive a valve to the open or close position (contrast to modulating). A.45 Operator: A term often used incorrectly to describe and actuator. An operator, in general industrial terms, is a person turning the handwheel or pressing controls which allow the actuator to work. A.46 P
36、art-turn: A term used for an actuator which transmits torque to the valve for less than one revolution. It does not have to be capable of withstanding thrust. A combination of a multi-turn actuator plus a part-turn gearbox can be considered a part-turn actuator. A.47 Position indicator: A pointer, d
37、ial, scale, flag, or beacon used to externally show the position of the closure member; typically in terms of units of opening or degrees of rotation. A.48 Position seating: A method of seating a valve in either the open or close position based on the valves position rather than the valves seating t
38、orque. A.49 Positioning service: For electric actuators, this type of service allows the user to send the actuator to a predetermined position using either an analog or digital signal. Unlike modulating service, this signal is not tied to an outside device such as flow meter, level meter, pump, or c
39、ompressor. Generally speaking, positioning service for electric actuators is understood to be different than similar terminology used in control valves. 21 ANSI/ISA-96.02.01-2007 A.50 Potentiometer: A device for measuring an unknown voltage or potential difference by balancing, wholly or in part, by
40、 a known potential difference produced by the flow of known currents in a network of circuits of known electrical constants. Used to provide valve position indication. A.51 Protocol: The computer (digital) code used to convert digital data transmitted or received into useable information. Some proto
41、cols are proprietary (copyrighted or patented) and may not be used without the permission of the owner. Other protocols are considered open and available for use in the public domain. A.52 Pushbutton station (local control station): A device consisting of pushbuttons, knobs and/or switches, along wi
42、th indicator lights, providing the operator the ability to start, stop, open, and close the valve and may have capability of selecting local or remote operation. A.53 Quarter-turn actuator: A type of part-turn actuator which limits travel to 90. A.54 Remote controls: Operating controls located away
43、from the actuator regardless of distance. A.55 Reversing contactor (starter): An electro-mechanical or solid state device that switches power voltage to the actuator motor causing rotation in open or closed direction. Reversing contactors are mechanically interlocked to prevent energizing more than
44、one coil at a time. Contactors can be mounted integral to the actuator (local) or remotely in a motor control center (MCC). A.56 Rim pull: The amount of input force, expressed in Newtons (N) (pounds (lbs), which is required at the rim of the handwheel, when combined with any reduction gearing in the
45、 actuator package to produce sufficient output force to move the actuator. A.57 Peat: The portion of a valve against which the closure presses to achieve an effective seal. A.58 Stem connector: The device that connects the actuator stem to the valve stem. Commonly known as coupling, stem nut, or dri
46、ve coupling. A.59 Stroke: The movement of the valve from full open to full close or vice versa. One-half of a cycle. A.60 Stroke time: The time required for the valve to travel from full open to full close or vice versa. A.61 TENV: Abbreviation for totally enclosed non-ventilated. A type of motor no
47、t equipped for cooling by means external to the enclosure and sealed for use in harsh environments. A.62 Topworks: A nonstandard term for actuators and accessories. A.63 Torque: The moment of a force; the measure of a forces tendency to produce torsion and rotation about an axis, equal to the vector
48、 product of the radius vector from the axis of rotation to the point of application of the ANSI/ISA-96.02.01-2007 22 force and the force vector. A turning or twisting force. Usually expressed in foot/pounds, pound/feet, inch/pounds, or Newton meters. A.64 Torque seated: A method of seating a valve i
49、n either the open or close position based on the valves torque rather than the valves position. A.65 Travel: The movement of the closure member from the closed position to an intermediate or rated full open position. A.66 Travel cycle: Travel of the closure member from its closed position to the rated travel opening and its return to the closed position. A.67 Travel indicator: A device that is used for the visual verification of valve position. A.68 Travel time: The time required for one-half a travel cycle (i.e., close to open). A.69 2-Wire contr
