ANSI ISA 96.02.01-2016 Guidelines for the Specification of Electric Valve Actuators.pdf

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1、 AMERICAN NATIONAL STANDARD ANSI/ISA-96.02.01-2016 Guidelines for the Specification of Electric Valve Actuators Approved 17 March 2016 ANSI/ISA-96.02.01-2016 Guidelines for the Specification of Electric Valve Actuators ISBN: 978-1-941546-90-1 Copyright 2016 by ISA. All rights reserved. Not for resal

2、e. 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 Alexander

3、Drive P.O. Box 12277 Research Triangle Park, North Carolina 27709 3 ANSI/ISA-96.02.01-2016 Preface This preface, as well as all footnotes and annexes, is included for information purposes and is not part of ANSI/ISA-96.02.01-2016. This document has been prepared as part of the service of ISA toward

4、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; I

5、SA; 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 Sys

6、tem 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. Tow

7、ard 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 A

8、merican 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 dev

9、elopment 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 ISA

10、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 BY

11、USERS COMPLYING WITH THE DOCUMENT OR A LICENSE ON REASONABLE TERMS AND CONDITIONS THAT ARE FREE FROM UNFAIR DISCRIMINATION. EVEN IF ISA IS UNAWARE OF ANY PATENT COVERING THIS DOCUMENT, THE USER IS CAUTIONED THAT IMPLEMENTATION OF THE DOCUMENT MAY REQUIRE USE OF TECHNIQUES, PROCESSES, OR MATERIALS CO

12、VERED BY PATENT RIGHTS. ISA TAKES NO POSITION ON THE EXISTENCE OR VALIDITY OF ANY PATENT RIGHTS THAT MAY BE INVOLVED IN IMPLEMENTING THE DOCUMENT. ISA IS NOT RESPONSIBLE FOR IDENTIFYING ALL PATENTS THAT MAY REQUIRE A LICENSE BEFORE IMPLEMENTATION OF THE DOCUMENT OR FOR INVESTIGATING THE VALIDITY OR

13、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 NOTIFY

14、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 CON

15、DITIONS. THE USER OF THIS DOCUMENT MUST EXERCISE SOUND ANSI/ISA-96.02.01-2016 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 HEA

16、LTH 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 ISA96.02 and contributed to

17、 this standard: NAME COMPANY V. Mezzano, Chair Fluor Corp. W. Weidman, Managing Director Consultant L. Fletcher Emerson Process Management C. Johnson Rotork Controls Inc. A. Michelson Sunbelt Supply D. Quintero Pentair Valves the pitch is double for double lead threads, etc. A.3 Accessories: Devices

18、 attached to the actuator for various control functions such as positioners, pilot valves (relays), 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 mo

19、tion to position a valve, damper, or other similar devices closure member at the open, closed or 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 am

20、bient temperature is not necessarily the same as the exterior temperature of the main valve body 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

21、mA. A.8 Automator: Entity that assembles the actuator and automation components onto the valve. The automator and the manufacturer may be the same entity. A.9 Breathers and drains: A system for cooling the motor and for draining excess moisture from a motor enclosure. This type of enclosure is not s

22、uitable 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.10 Contactor: A two-state (on-off) device for repeatedly establishing and interrupting an electric power (motor) ci

23、rcuit. See also reversing contactor. A.11 Cycle: For the purpose of this document, a cycle is defined as the actuator moving from full open to full close and back. A.12 Declutchable handwheel: A device using a clutch mechanism which must be manually engaged to operate the actuator without requiring

24、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.13 Diagnostics: A broad, general term referring to information which can be retrieved from an actuator by various

25、 means and methods which may include troubleshooting, component availability/status, and historical data. ANSI/ISA-96.02.01-2016 22 A.14 Digital controls: A control package which utilizes digital signals transmitted from a remote control facility to the actuator location via a 2-wire communication n

26、etwork. A BUS or protocol is used to communicate commands from the remote operation location. A.15 Electric actuator: A device that uses an electric motor to convert electrical energy into motion (linear or rotary) using mechanical reduction gearing. A.16 Environment: Ambient conditions (including t

27、emperature, 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.17 Explosion proof: A generic term often used to

28、 describe 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 ra

29、tings may be available for modulating or continuous duty operation. A.42 Mounting position: The location and orientation of an actuator relative to the piping, either parallel or perpendicular. A.43 Multi-turn: An actuator which transmits torque to the valve/gearbox for at least one revolution. It m

30、ay be capable of withstanding thrust. A combination of a multi-turn actuator plus a multi-turn gearbox can be considered a multi-turn actuator. A.44 Nameplate: A plate attached to the actuator bearing the name of the manufacturer and a listing of actuator specifications. A.45 On-off or open-close: F

31、unction of a valve actuator to drive a valve to the open or close position (contrast to modulating). A.46 Operator: A term often used incorrectly to describe an actuator. An operator, in general industrial terms, is a person turning the handwheel or pressing controls which allow the actuator to work

32、. A.47 Part-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.48 Position indicator: A po

33、inter, dial, 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.49 Position seating: A method of seating a valve in either the open or close position based on the valves position rather than the valves s

34、eating torque. A.50 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 25 ANSI/ISA-96.02.01-2016 device such as f

35、low meter, level meter, pump, or compressor. Generally speaking, positioning service for electric actuators is understood to be different than similar terminology used in control valves. A.51 Potentiometer: A device for measuring an unknown voltage or potential difference by balancing, wholly or in

36、part, by 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.52 Protocol: The computer (digital) code used to convert digital data transmitted or received into useable information. So

37、me protocols 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.53 Pushbutton station (local control station): A device consisting of pushbuttons, knobs and/or switches,

38、along with 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.54 Quarter-turn actuator: A type of part-turn actuator which limits travel to 90. A.55 Remote controls: Operating controls locat

39、ed away from the actuator regardless of distance. A.56 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 mo

40、re than one coil at a time. Contactors can be mounted integral to the actuator (local) or remotely in a motor control center (MCC). A.57 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 gearin

41、g in the actuator package to produce sufficient output force to move the actuator. A.58 Seat: The portion of a valve against which the closure presses to achieve an effective seal. A.59 Stall torque: The maximum torque that an electric actuator develops when the motor is energized and the output dri

42、ve is locked. A.60 Stem connector: The device that connects the actuator stem to the valve stem. Commonly known as coupling, stem nut, or drive coupling. A.61 Stroke: The movement of the valve from full open to full close or vice versa. One-half of a cycle. A.62 Stroke time: The time required for th

43、e valve to travel from full open to full close or vice versa. A.63 TENV: Abbreviation for totally enclosed non-ventilated. A type of motor not equipped for cooling by means external to the enclosure and sealed for use in harsh environments. ANSI/ISA-96.02.01-2016 26 A.64 Topworks: A nonstandard term

44、 for actuators and accessories. A.65 Torque: The moment of a force; the measure of a forces tendency to produce torsion and rotation about an axis, equal to the vector product of the radius vector from the axis of rotation to the point of application of the force and the force vector. A turning or t

45、wisting force. Usually expressed in foot/pounds, pound/feet, inch/pounds, or Newton meters. A.66 Torque seated: A method of seating a valve in either the open or close position based on the valves torque rather than the valves position. A.67 Travel: The movement of the closure member from the closed

46、 position to an intermediate or rated full open position. A.68 Travel cycle: Travel of the closure member from its closed position to the rated travel opening and its return to the closed position. A.69 Travel indicator: A device that is used for the visual verification of valve position. A.70 Trave

47、l time: The time required for one-half a travel cycle (i.e., close to open). A.71 2-Wire controls: A generic term for digital controls. A.72 Weatherproof: A generic term for actuators which are suitable for use in areas exposed to the environment and whose operation will not be impaired by such expo

48、sure. The closest industry accepted standard is NEMA 4. 27 ANSI/ISA-96.02.01-2016 Annex B Typical electric actuator types ANSI/ISA-96.02.01-2016 28 Developing and promulgating sound consensus standards, recommended practices, and technical reports is one of ISAs primary goals. To achieve this goal t

49、he Standards and Practices Department relies on the technical expertise and efforts of volunteer committee members, chairmen and reviewers. ISA is an American National Standards Institute (ANSI) accredited organization. ISA administers United States Technical Advisory Groups (USTAGs) and provides secretariat support for International Electrotechnical Commission (IEC) and International Organization for Standardization (ISO) committees that develop process measurement and control standards. To obtain additional information on the Societys st