Emerson Fisher 1008 Installation Instructions
Contents
1. jac CZ Ba A 7 V 171 A gt gt F fi i a im Q os a Wn RE 7 ZA QUT Oy ISS o eoose sk Bes uH CAES ES gt ES 50A2650 B 13 1008 Handwheel Actuator May 2011 Instruction Manual Figure 6 Fisher 1008 Handwheel Actuator Sizes 40 and 50 with Tejax Position Indicator es G9 6 29 e 28 Zs NS wor SSA xS SIA ea x MNA ER ik i NaN SN 2 Se Iss Iis NN s HH END ef Do 7 3 mi N W 19 E G9 0 G9 5 s 49 40A6974 A Instruction Manual D100318X012 1008 Handwheel Actuator May 2011 1008 Handwheel Actuator Instruction Manual May 2011 D100318X012 Fisher and easy e are marks owned by one of the companies in the Emerson Process Management business division of Emerson Electric Co Emerson Process Management Emerson and the Emerson logo are trademarks and service marks of Emerson Electric Co All other marks are the property of their respective owners The contents of this publication are presented for informational purposes only and while every effort has been made to ensure their accuracy they are not to be construed as warranties or quarantees express or implied regarding the products or services described herein or their use or applicability All sales are governed by our terms and conditions which are available2. 5 Refer to the Installation procedures for instructions on connecting the valve plug stem to the actuator stem screw assembly key 38 For Sizes 40 amp 50 1 Replace the thrust bearings key 2 and bearing seat key 45 on the stem screw assembly key 38 Screw the nut key 43 on the stem screw assembly Note Verify that the key key 16 fits into the slot milled in the yoke key 26 before reassembly 2 Place the stem screw assembly key 38 in the yoke key 26 3 Replace the bearing retainer key 44 tightening so that the thrust bearings key 2 move freely then tighten the set screw key 13 4 Place the ball key 33 in one of the indentations on the yoke then place the handwheel key 28 with the spring key 34 over the ball 5 Replace the lock washer key 42 and washer key 41 on the stem screw assembly key 38 and tighten the hex nut key 14 6 Refer to the Installation procedures for instructions on connecting the valve plug stem to the actuator stem screw assembly key 38 For Size 80 1 If the worm shaft key 9 was removed during disassembly a Replace the worm shaft with the ball bearing key 8 and the front worm retainer key 7 b Adjust the worm retainer to eliminate end play movement of the worm shaft along its axis while allowing adequate movement Instruction Manual 1008 Handwheel Actuator D100318X012 May 2011 c Tighten the set screw key 10 on the front retainer Replac
3. movement of the worm shaft along its axis while allowing adequate movement c Tighten the set screw key 10 on the front retainer Replace the key key 16 handwheel key 28 and retaining ring key 17 then tighten the set screw in the hub of the handwheel Replace one of the thrust bearings key 2 in the gear case key 1 making sure that the bearing race with the smaller inside diameter is adjacent to the worm gear web 4 Screw the worm gear key 3 on the stem screw assembly key 38 and place them in the gear case key 1 Install the other thrust bearing key 2 on the worm gear key 3 making sure that the bearing race with the smaller inside diameter is adjacent to the worm gear web 6 Replace the bearing and gear retainer key 4 7 Replace the gear case cover key 11 and fasten with the cap screws key 12 8 Adjust the six set screws key 13 to eliminate end play movement along the axis of the stem screw assembly in the thrust bearings while allowing adequate movement Replace the stem connector assembly key 24 10 Refer to the Installation procedures for instructions on connecting the valve plug stem to the actuator stem screw assembly key 38 1008 Handwheel Actuator Instruction Manual May 2011 D100318X012 Reversing Handwheels Refer to the previous Disassembly and Assembly sections in this manual for additional instructions as needed To reverse 1008 handwheel actuators siz
4. 2011 D100318X012 Figure 2 Fisher 1008 Handwheel Actuator Size 30 ARES A M VAY ang V te CM S ye gt Sa N SECTION A A 4 7 i EN i N AS SEEN T ER E gt AL ied GAO Adit lt A AN V A Z amp G 5 Go 6 amp PARTS NOT SHOWN 46 50 AND 22 30A6973 D 10 May 2011 1008 Handwheel Actuator Figure 3 Fisher 1008 Handwheel Actuator Sizes 40 and 50 Instruction Manual D100318X012 S O UNF gt a ENO OZ nN ID UD 7A xu mmm cc i AMA 4 C MR NN 3 TRIN AS o a Oey ara A XY Ss NS y d SESS NEIN A PSs SSS SS e 7 D SS PARTS NOT SHOWN KEY 22 amp 23 30A6972 A Instruction Manual 1008 Handwheel Actuator May 2011 D100318X012 Figure 4 Fisher 1008 Handwheel Actuator Size 80 o S 0 3 8 6 3 3 5 d Tinun Vie f SC SQ Y E ms EN SE i SL dea te a ee di M A NN DESA 7 ty on NEC 7 SAY No SANA War NA radios d e amp OD YE COAT THREADS KEY 13 WITHA HARD SETTING SEALANT 1008 Handwheel Actuator Instruction Manual D100318X012 May 2011 Figure 5 Fisher 1008 Handwheel Actuator Size 100 12 5 9 7 E S AZUL ZB n aqu SS A BR apt 4 A RIS S ST n
5. the hex nuts key 29 onto the valve plug stem and place the travel indicator disk key 20 onto the stem above the hex nuts Adjust the nuts until the travel indicator disk key 20 points to the closed position on the scale 5 Temporarily connect the valve plug stem to the stem connector assembly key 24 and tighten the cap screws into the stem connector 6 Use the handwheel key 28 to move the valve plug into the fully open position as indicated by the travel indicator disk key 20 on the travel indicator scale key 27 7 Remove the stem connector assembly key 24 8 Size 30 Turn the handwheel key 28 counterclockwise until the stem connector assembly key 24 almost touches the top of the yoke Sizes 40 50 and 80 Turn the handwheel key 28 counterclockwise as far as it will go Size 100 Turn the handwheel key 28 counterclockwise for push down to close valves or clockwise for push down to open valves as far as it will go CAUTION Incomplete engagement of both valve stem and stem screw assembly key 38 or size 100 power screw key 5 in the stem connector can result in stripped threads or improper operation Be sure that the length of each stem clamped in the stem connector is equal to or greater than the diameter of that stem 9 Connect the valve plug stem to the stem connector assembly key 24 Ensure that the bottom of the stem connector is touching or nearly touching the travel indicator disk key 20 Tighte
6. upon request We reserve the right to modify or improve the designs or specifications of such products at any time without notice Neither Emerson Emerson Process Management nor any of their affiliated entities assumes responsibility for the selection use or maintenance of any product Responsibility for proper selection use and maintenance of any product remains solely with the purchaser and end user Emerson Process Management Marshalltown lowa 50158 USA Sorocaba 18087 Brazil Chatham Kent ME4 4QZ UK Dubai United Arab Emirates Singapore 128461 Singapore a Am 5 www Fisher com EMERSON 1 nanarm gg L Fisher Controls International LLC 1990 2011 All Rights Reserved
7. 9 Screw stainless steel 2req d 20 Travel Indicator Disk stainless steel CONDUBRWN Ii li lx N O Key 21 22 23 23 25 26 27 28 29 34 36 37 38 39 40 41 42 43 44 45 46 47 48 51 1008 Handwheel Actuator May 2011 Description Cap Screw steel 2req d size 100 Nameplate stainless steel Nameplate Screw steel 2 req d Drive Screw SST 4 req d Stem Connector Assembly 416 stainless steel Cap Screw steel Size 80 2req d Size 100 4 req d Yoke Travel Indicator Scale stainless steel Handwheel Hex Nut steel 2 req d Size 30 1 each full and jam Size 40 Size 50 1 each full and jam Size 80 Size 100 Hand Grip steel size 80 Hand Grip Bolt steel size 80 Handwheel Cap cast iron size 80 Ball steel Size 30 16 req d Sizes 40 amp 50 1 req d Size 80 1 req d Spring plated steel Retaining Flange steel size 80 Key steel size 80 Cap Screw steel size 80 2 req d Stem Screw Assembly steel Travel Stop steel size 80 Machine Screw plated steel 2 req d size 80 Washer steel sizes 40 amp 50 Lock Washer steel sizes 40 amp 50 Nut stainless steel Bearing Retainer brass sizes 40 amp 50 Bearing Seat steel sizes 40 amp 50 Twin Speed Nut stainless steel Tejax Indicator Set Screw w Set Screw Handwheel Lock not shown sizes 40 amp 50 Cover aluminum size 30 Instruction Manual 1008 Handwheel Actuator May
8. Emerson Process Management should not under any circumstances be used in any Fisher valve because they may void your warranty might adversely affect the performance of the valve and could cause personal injury and property damage Note Neither Emerson Emerson Process Management nor any of their affiliated entities assumes responsibility for the selection use or maintenance of any product Responsibility for the selection use and maintenance of any product remains with the purchaser and end user Instruction Manual D100318X012 Parts List Note Part numbers are shown for recommended spares only For part numbers not shown contact your Emerson Process Management sales office Key Description Gear Case Bearing steel 2req d Worm Gear bronze Bearing amp Gear Retainer brass Power Screw steel size 100 Back Worm Retainer steel sizes 80 amp 100 Front Worm Retainer steel sizes 80 amp 100 Ball Bearing steel 2req d Worm Shaft alloy steel Set Screw steel 3 req d sizes 80 amp 100 Gear Case Cover steel Cap Screw steel 8 req d size 100 Set Screw steel Size 30 Sizes 40 amp 50 Size 80 6 req d Size 100 6 req d 14 Hex Nut steel Size 30 Sizes 40 amp 50 Size 100 6 req d 15 Grease Fitting steel all sizes 16 Key stainless steel Sizes 40 amp 50 Size 100 17 Retaining Ring steel size 100 18 Cap Screw steel 8 req d size 100 18 Socket Head Cap Screw steel 6 req d size 80 1
9. Instruction Manual 1008 Handwheel Actuator D100318X012 May 2011 Fisher 1008 Handwheel Actuator Contents Figure 1 Fisher 1008 Handwheel Actuator Introduction 1 Scope of Manual 1 DESCIIDUON secececcencttectcectdendercsaeexs 2 Specifications used gni mea dcm va Rae Ee 2 eaa e EE 2 Actuator Mounting 2 2 0 c2we cee nea tnde eee seas 3 Position Indicator Mounting 3 VAENE 44546 55405 400656054505 60050065056 4 IMIDRIGAUOMN sono som RP UERATESMOER QUSS VENDI 4 DISASSEIMDIV pees ETET EEE E E ETE 4 Assembly ce uu cetro wb e Roe De v Re o 6 Reversing Handwheels 8 Parts Ordering 8 DORES ISO era E etree reer E eee reer et setae 9 Introduction Scope of Manual This instruction manual presents principle of operation installation maintenance and parts list for the Fisher 1008 handwheel actuator figure 1 Refer to separate instruction manuals for information about other equipment and accessories used with these actuators Do not install operate or maintain a 1008 handwheel actuator without being fully trained and qualified in valve actuator and accessory installation operation and maintenance To avoid personal injury or property damage it is important to carefully read understand and follow all the contents of this manual including all safety caution
10. ator Installation Always wear protective gloves clothing and eyewear when performing any installation operations to avoid personal injury Check with your process or safety engineer for any additional measures that must be taken to protect against process media If installing into an existing application also refer to the WARNING at the beginning of the Maintenance section in this instruction manual The 1008 handwheel actuator can be installed horizontally vertically or at any orientation in between However if supplied with a Tejax position indicator see figure 6 the actuator must be installed in a horizontal position When an actuator and valve body are shipped together as a control valve assembly the actuator is normally mounted on the valve Follow the valve body instructions when installing the control valve in the pipeline If the actuator is Instruction Manual 1008 Handwheel Actuator D100318X012 May 2011 shipped separately or if it is necessary to mount the actuator on the valve perform the Actuator Mounting procedures Actuator Mounting Key numbers refer to figure 2 for size 30 figure 3 for sizes 40 and 50 figure 4 for size 80 or figure 5 for size 100 1 Place the actuator on the body bonnet and tighten the yoke locknut or the actuator mounting hex nuts 2 Ensure the valve plug is on its seat 3 Adjust the travel indicator scale key 27 so that the two screws key 19 are centered in the slots A Screw
11. d 6 To remove the worm shaft key 9 a Remove the set screw from the handwheel cap key 32 b Unscrew the handwheel cap and remove the handwheel key 28 c Loosen the front nearest to the threaded end of the worm shaft set screw key 10 and unscrew the front worm retainer key 7 d Remove the ball bearing key 8 and the worm shaft For Size 100 1 Remove the stem connector assembly key 24 2 Unscrew the cap screws key 12 and remove the gear case cover key 11 3 Remove the bearing and gear retainer key 4 and the stem screw assembly key 38 4 Remove the thrust bearings key 2 and worm gear key 3 from the stem screw assembly key 38 1008 Handwheel Actuator Instruction Manual May 2011 D100318X012 5 To remove the worm shaft key 9 a Remove the retaining ring key 17 b Loosen the set screw key 10 found on the handwheel key 28 hub c Remove the handwheel key 28 d Loosen the set screw key 10 and remove the front nearest to the threaded end of the worm shaft worm retainer key 7 worm shaft key 9 and front ball bearing key 8 Assembly For Size 30 1 Replace the spring key 34 and ball key 33 in the yoke key 26 2 Screw the handwheel key 28 on the stem screw assembly key 38 3 Position the grooves in the handwheel key 28 and yoke key 26 to mate then replace the steel balls key 33 in the yoke through the threaded hole 4 Replace the set screw key 13
12. d hole Note Be careful not to lose the ball key 33 and spring key 34 as the handwheel is removed 3 Remove the handwheel key 28 and stem screw assembly key 38 from the yoke key 26 Instruction Manual 1008 Handwheel Actuator D100318X012 May 2011 4 Unscrew the handwheel key 28 from the stem screw assembly key 38 For Sizes 40 amp 50 1 Remove the stem connector assembly key 24 2 Unscrew the hex nut key 14 and remove the washer key 41 and lockwasher key 42 Note Be careful not to lose the ball key 33 and spring key 34 as the handwheel is removed 3 Remove the handwheel key 28 from the stem screw assembly key 38 4 Loosen the set screw key 13 and unscrew the bearing retainer key 44 5 Remove the stem screw assembly key 38 thrust bearings key 2 and nut key 43 from the yoke key 26 6 Remove the nut from the stem screw assembly key 38 to reach the remainder of the parts For Size 80 1 Remove the stem connector assembly key 24 Unscrew the cap screws key 12 and remove the gear case cover key 11 Unscrew the two socket head cap screws key 37 and remove the retaining flange key 35 Remove the bearing and gear retainer key 4 and the stem screw assembly key 38 UU A U N Remove the thrust bearings key 2 and worm gear key 3 from the stem screw assembly key 38 Note Be careful not to lose the ball key 33 and spring key 34 as the handwheel is remove
13. e the ball key 33 handwheel key 28 and handwheel cap key 32 then tighten the set screw in the handwheel cap Replace one of the thrust bearings key 2 in the gear case key 1 making sure that the bearing race with the smaller inside diameter is adjacent to the worm gear web Screw the worm gear key 3 on the stem screw assembly key 38 and place them in the gear case key 1 Install the other thrust bearing key 2 on the worm gear key 3 making sure that the bearing race with the smaller inside diameter is adjacent to the worm gear web 6 Replace the bearing and gear retainer key 4 7 Install the retaining flange key 35 making sure that the key key 36 fits in the slot on the retaining flange 8 Coatthe threads on the six set screws key 13 with a hard setting sealant Adjust the six set screws to eliminate g end play movement along the axis of the stem screw assembly in the thrust bearings while allowing adequate movement Replace the gear case cover key 11 and cap screws key 12 10 Replace the stem connector assembly key 24 11 Refer to the Installation procedures for instructions on connecting the valve plug stem to the actuator stem screw assembly key 38 For Size 100 1 If the worm shaft key 9 was removed during disassembly a Replace the worm shaft with the ball bearing key 8 and the front worm retainer key 7 b Adjust the worm retainer to eliminate end play
14. es 30 40 or 50 substitute left or right hand screw assemblies key 38 The standard size 100 is not reversible To reverse size 80 refer to figure 4 while performing the following procedures 1 Loosen the three set screws key 10 in the gear case key 1 and handwheel cap key 32 Note Be careful not to lose the ball key 33 and spring key 34 as the handwheel is removed Unscrew the handwheel cap key 32 and remove the handwheel key 28 Remove the front worm retainer key 7 ball bearing key 8 and worm shaft key 9 Remove the back worm retainer key 6 and ball bearing key 8 Screw the back worm retainer key 6 and ball bearing key 8 into the opening in the gear case key 1 where the front worm retainer is located UU BR W N o Replace the front worm retainer key 7 and ball bearing key 8 7 Replace the spring key 34 and ball key 33 handwheel key 28 and handwheel cap key 32 8 Tighten the three set screws key 10 in the gear case key 1 and handwheel cap key 32 Parts Ordering Each actuator has a serial number stamped on the nameplate Always mention this number when corresponding with your Emerson Process Management sales office regarding technical information or replacement parts Also reference the complete 11 character part number of each needed part as found in the following Parts List A WARNING Use only genuine Fisher replacement parts Components that are not supplied by
15. n the stem connector key 24 cap screws and lock the hex nuts key 29 against the travel indicator disk key 20 and stem connector 10 Rotate the handwheel until the valve plug seats Adjust the travel indicator scale key 27 with two screws key 19 so that the travel indicator disk key 20 points to the closed position on the scale Tighten the two screws Position Indicator Mounting The Tejax position indicator is available on 1008 handwheel actuators sizes 30 40 and 50 It must be mounted ina horizontal position to function correctly To set the position indicator 1 Seat the valve plug 2 Loosen the four screws holding the dial indicating unit in place 3 Turn the dial until both hands are at the Shut Zero position 4 Tighten the four screws The long pointer indicates fractions of a turn the small pointer counts the number of full turns The position indicator requires no lubrication 1008 Handwheel Actuator Instruction Manual May 2011 D100318X012 Maintenance Actuator parts are subject to normal wear and must be inspected and replaced when necessary The frequency of inspection and replacement depends on the severity of service conditions A WARNING Avoid personal injury from sudden release of process pressure Before performing any maintenance operations e Do not remove the actuator from the valve while the valve is still pressurized e Always wear protective gloves clothing and eyewear when performi
16. ng any maintenance operations to avoid personal injury e Use bypass valves or completely shut off the process to isolate the valve from process pressure Relieve process pressure on both sides of the valve Drain the process media from both sides of the valve e Use lock out procedures to be sure that the above measures stay in effect while you work on the equipment The valve packing box may contain process fluids that are pressurized even when the valve has been removed from the pipeline Process fluids may spray out under pressure when removing the packing hardware or packing rings or when loosening the packing box pipe plug Check with your process or safety engineer for any additional measures that must be taken to protect against process media Key numbers refer to figure 2 for size 30 figure 3 for sizes 40 and 50 figure 4 for size 80 or figure 5 for size 100 Lubrication The interior parts of a 1008 handwheel actuator should be lubricated on a regular schedule with a quality gear lubricant The interior parts should also be lubricated whenever handwheel rotation becomes difficult Disassembly Parts are subject to normal wear and must be inspected periodically The following procedure describes actuator disassembly for general inspection and replacement For Size 30 1 Remove the stem connector assembly key 24 2 Unscrew the set screw key 13 from the yoke key 26 and remove the steel balls key 33 through the threade
17. s and warnings If you have any questions about these instructions contact your Emerson Process Management sales office before proceeding rl EMERSON www Fisher com Process Management 1008 Handwheel Actuator Instruction Manual May 2011 D100318X012 Table 1 Specifications su UEM YOKE BOSS E STEM DIAMETER MAXIMUM STEM LOAD MAXIMUM TRAVEL APPROXIMATE WEIGHT Do LS RD mam 19 om es 5 E wes pw 1 For S31600 a at38 C 100 F 2 Actuator limit 3 Alternate 102 mm 4 inch travel construction is available Description The 1008 is a handwheel actuator for processes requiring a throttling valve that can be manually operated and set The 1008 handwheel actuator is available in sizes 30 40 50 80 and 100 and can be mounted on easy e yalves The 1008 handwheel actuator converts rotary motion of the handwheel to linear motion of the valve plug stem Because the stem does not revolve the valve plug contacts the same seating surface with each stroke Sizes 40 50 80 and 100 include two thrust bearings to make rotation easier Turn the handwheel counterclockwise to open the valve regardless of valve plug action All sizes of the 1008 handwheel actuator except size 100 are reversible following the Reversing Handwheel procedures in this instruction manual Specifications Refer to table 1 for 1008 handwheel actuator specifications Refer to the actuator nameplate for information about a specific actu
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