Pentair KEYSTONE EPI-2 User Manual

WARNING
The electronic parts of the EPI-2 and all the
optional modules can be damaged by a discharge
of static electricity. Before you start, touch a
grounded metal surface to discharge any static
electricity.
1. GENERAL SAFETY
INSTRUCTIONS
1.1 INTENDED USE
The EPI-2 electric actuators covered in this
Instruction and Operating Manual are designed
for the operation of any kind of quarter-turn
industrial valves (i.e., ball, butterfly, plug
and control valves) used in a wide range of
applications ranging from heavy industrial,
chemical, petrochemical plants, waterworks,
water pipelines, waste paper plants and power
plants to food, brewing and heating, ventilation,
air conditioning, etc.
Pentair Valves & Controls will not be
liable for any possible damage or physical
injury resulting from use in other than the
designated applications or by lack of care
during installation, operation, adjustment
and maintenance of the machine. Such risks
lie entirely with the user. Depending on
the specific working conditions, additional
precautions may be requested.
Considering that Pentair has no direct control
over particular applications, operation or
maintenance conditions, it is the operator’s
responsibility to comply with all applicable
safety rules.
Please inform Pentair urgently if you face
unsafe situations not described in this IOM. It is
the sole responsibility of the operator to ensure
that the local health and safety regulations are
adhered to.
EPI-2 are tested according to EN 21680.
Noise level is less than 65 dB (grade A) at 1 m
distance.
EPI-2 electric actuators are designed in
accordance with the applicable international
rules and specifications, but the following
regulations must be observed in any case:
• The general and safety regulations
• The plant specific regulations and
requirements
• The proper use of personal and protective
devices (glasses, clothing, gloves, etc.)
• The proper use of tools, lifting and transport
equipment
• Electrical installation, use and maintenance
on EPI-2 has to be carried out in accordance
with the National Legislation and statutory
requirement related to the safe use of EPI-2
actuators, applicable to the site of installation
• Should further information and guidance
related to the safe use of EPI-2 actuators is
requested, please contact Pentair
INDEX
1 General safety instructions ......................... 1
2 Machine description .................................... 4
3 Storage end pre-installation ....................... 6
4 Installation .................................................... 7
5 Lubrication ................................................. 14
6 Actuator setting and configuration ........... 14
7 Maintenance and trouble-shooting .......... 20
8 Decommissioning ...................................... 21
9 Parts list and drawings.............................. 21
WARNING
It is assumed that the installation, configuration,
commissioning, maintenance and repair works
are carried out by qualified personnel and
checked by responsible specialists.
WARNING
Any repair work, other than the operations
outlined in this manual, is strictly reserved to
qualified Pentair personnel or to personnel
directly authorized by the company itself.
www.pentair.com/valves
KEYSTONE EPI-2 QUARTER-TURN ELECTRIC ACTUATOR
InstallatIon and MaIntenance InstructIons
© 2012 Pentair plc. All rights reserved. VCIOM-02881-EN 15/04

Pentair KEYSTONE EPI-2 Specifications

General

Output Voltage	24 VAC
Maximum Load Current	2 A
Enclosure Rating	NEMA 4X
Dimensions	10 x 8 x 4 inches
Operating Temperature	-20°C to 60°C

Summary

1. General Safety Instructions

1.1 Intended Use

Describes the actuator's intended applications and limitations.

General Safety Warnings

Covers repair work, static electricity, and general safety precautions.

1.2 Terms and Conditions

1.3 Manufacturer's Liability

Pentair's liability exclusions for improper use or installation.

1.4 Identification

1.4.1 Water- and Dust-Proof Version

Describes IP/NEMA ratings and label markings for protection.

1.4.2 Explosionproof Version

Details ATEX/FM certifications and hazardous area warnings.

1.5 Applicable Standards and Regulations

1.6 Extract from Hazardous Area Standards

Lists hazard zone categories from applicable standards.

1.7 Manufacturer Details

Manufacturer information as per directive requirements.

2. Machine Description

2.1 General Overview

Basic description of the EPI-2 actuator.

2.2 Principle of Operation

Explains the internal workings of the EPI-2 actuator.

2.3 Electrical Operation

Describes control commands for actuator operation.

2.4 Manual Operation

Instructions for operating the actuator using the handwheel.

2.5 Main Parts Description

2.6 Optional Modules

Lists available optional modules and their possible combinations.

2.7 Options Label

Explains how to interpret the options label on the actuator.

3. Storage and Pre-Installation

3.1 Initial Checks Upon Receipt

Procedures for inspecting the unit upon delivery.

3.2 Storage Procedures

Guidelines for proper storage of the actuator.

4. Installation

4.1 Pre-Installation Checks

Checks to perform before installing the actuator onto the valve.

4.2 Working Conditions

Specifies environmental temperature limits for actuator operation.

4.3 Coupling Block

Describes the mechanism for coupling the actuator to the valve.

Installation Warnings and Important Notes

Critical notes on ambient temp, surface temp, and screw requirements.

4.4 Unit Installation onto Valve

4.5 Manual Operation

How to use the handwheel for manual valve operation.

Installation Safety Warnings

Safety precautions for lifting and tool usage during installation.

4.6 Setting Angular Stroke: Mechanical Stops

4.7 Electrical Connections

Plant Requirements and Protection

Circuit breaker and accessory requirements for plant safety.

4.9 Terminal Board Enclosure Removal

4.10 Cables Connections

Cable Connection Safety and Precautions

Warnings and important notes for safe cable connections.

4.11 Base Wiring Diagram

Wiring Notes and Warnings

4.12 Cable Entries

Cable Entry Safety and Requirements

Important notes on cable glands and physical separation.

4.13 Safety Instructions for Hazardous Areas

4.13.1 Explosionproof Enclosures

Precautions specific to explosionproof enclosures.

5. Lubrication

5.1 Lubrication Inspection

Lubrication requirements and inspection guidelines.

6. Actuator Configuration

6.1 Control Unit Cover Removal

How to access the control unit for configuration.

Configuration Safety and Precautions

Warnings and important notes for configuration procedures.

6.2 Local Configuration of the EPI-2

6.2.1 EPI-2 Default General Configuration

Details the default factory settings for the actuator.

Configuration Tools and Notes

Information on configuration tools and parameter setting notes.

6.2.2 Close Limit Configuration by Position

6.2.3 Close Limit Configuration

6.2.4 Open Limit Configuration by Position

6.2.5 Open Limit Configuration

6.2.6 Close Limit Configuration by Torque

6.2.7 Open Limit Configuration by Torque

Stroke Limit Setup Warnings

Warnings and requirements for setting stroke limits.

6.2.8 Stroking Time Selection in Closing

6.2.9 Stroking Time Selection in Opening

6.2.10 Torque Limiting Device Setting (Closing)

Torque Setting Authorization

Warnings regarding authorization for torque setting.

6.2.11 Torque Limiting Device Configuration (Opening)

6.2.12 Reverse Mode Configuration

6.2.13 Actuator Model Selection

6.2.14 Blinker / Local Selector Configuration

6.3 Configuration via PDA/PC and 'A Manager' Software

Bluetooth Configuration Warning

Warning about using Bluetooth for remote configuration.

6.4 Monitor Relay Hardware Configuration

Monitor Relay Configuration Safety

Safety precautions for monitor relay hardware configuration.

7. Maintenance and Troubleshooting

7.1 Maintenance

Procedures for keeping the actuator in optimal working condition.

7.1.2 Special Maintenance

Procedures for addressing actuator failures or malfunctions.

7.2 Troubleshooting

Guide to diagnosing and resolving common actuator problems.

7.2.6 Valve Not Seating Correctly

7.2.7 Excessive Torque for Valve Operation

7.2.8 Actuator Not Stopping at Limits

8. Decommissioning

8.1 Disposal and Recycling

Guidelines for environmentally sound disposal and recycling.

Disposal Warnings

Warnings about re-use and local disposal regulations.

9. Parts List and Drawings

Ordering Spare Parts

Important information for ordering replacement parts.

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