In this guide we’ll walk you through everything there is to know about actuators.
From the basics of how it works to step-by-step repairs and troubleshooting, you’ll gain a solid foundation of knowledge on how to operate and maintain Kimray’s actuators.
Use the table of contents to skip to different sections of the learning path.
1. How to Install and Calibrate Kimray's Electric Actuator
Kimray's Electric Actuator is helping energy producers increase efficiency, lower their emissions, and improve their operator safety.
Let's walk through the basics of calibrating for your specific control valve.
Ordering Options & Mounting
1.1 Animation of Kimray's Electric Actuator
We’ve made ordering the new electric actuator very easy. There are four options to choose from based on the connection size of your valve body. The yoke with the stem and coupling block changes sizes, but everything above the silver band remains the same on all models.
To mount the actuator, simply thread the four bolts into the valve body in any direction convenient for access. If you purchase it as a control valve package it will already be mounted for you.
Connecting Outside Power Supply
1.3 Actuator Circuit Board
First, remove the lid. On the circuit board, wire the power supply into the positive and negative voltage input, labeled VI+ and VI- on the board. This is a 12-24V DC input and requires a 10 Amp overcurrent protection device.
After the connection is complete and the power is turned on, the green LED will turn on.
Battery Backup
The actuator is equipped with a battery backup, which comes unplugged. After power is supplied to the board, you can plug in this battery.
1.4 Battery Backup Plug
It requires a minimum of 16 volts to charge. If you’re using 12 volts, the battery backup will not be applied.
Also note that if your wire size is incorrect, or the distance from the power source to the actuator is too long, there is potential for voltage drop issues.
Valve Calibration
It’s important to not calibrate the actuator before it has been mounted. Without a hard stop, the linear screw can go past set point and must be readjusted.
Now that you have mounted and powered it up, you're ready to calibrate it to your valve body size.
The screen will say “CALIBRATE VALVE”
Next press the "UP" button.
It will now say “CALIBRATE PRESS RIGHT.”
Press "RIGHT", and the screen will say “FINDING OPEN...”
Once fully open, it will say “PARKING VALVE” Then it will drive closed.
1.5 Valve Calibration
When calibration is complete, it will take you to the home screen and that’s it—35 seconds and your actuator is calibrated for a 2” valve body. This will vary by a few seconds depending on valve body sizes.
Should you ever need to recalibrate from the home screen press right until you get to Reset Menu, press "DOWN" to reach Calibrate Valve, and follow the same process outlined above.
Wiring Control Input Setup
You can set the actuator up for discrete, analog or Modbus operation. Reverse protection is included in the hardware, so if the inputs are accidentally connected in reverse, the board won't function, but it won’t be damaged.
Discrete output (labeled DO+ and DO- on the board) can be used to relay the signal to a light or alarm on site.
Analog output (AO+ and AO-) can be used to relay the signal to a light or alarm on site.
Discrete Operation
1.6 Discrete Setup Example
Discrete operation is like a light switch—it’s either on or off, or in this case, open or closed.
On the board you’ll see D1+, D1-, D2+, and D2-.
Out of the box, the electric actuator comes enabled with discrete 1 as your primary controller and discrete 2 as an override. What this means is that if there is a signal to discrete 2, it will prioritize that signal over discrete 1 and override what discrete 1 is communicating to it.
As an example, in an oil and gas application, discrete 1 could be used for level control in a separator, with discrete 2 as a high-level shut down. Let’s say discrete 1 is wired to an electric liquid level controller and discrete 2 is wired to a level switch above the level controller set point. If the liquid level rises to the level switch due to a malfunction of the level controller, it will override the signal coming from the level controller and shut the valve.
If that’s the type of application you want to use it for, wire the level controller in to D1+ and D1- and the level switch to D2+ and D2-. These need to be active inputs of 8-30 Volts.
You know your connection is complete when the green LED is on.
If you don’t need that override signal, you can just wire discrete 1 and it will function without a discrete 2 signal.
The power supply you are using for voltage in can also be used for your discrete signal power with the use of a jumper. When installing a jumper make sure power is disconnected from the actuator.
Analog Operation
If discrete is like a light switch, think of analog operation like a dimmer—it may be partially open instead of only on or off.
When set up for analog, the actuator will be able to control span. This means that any 4-20 milliamp device will be able to control the actuator between 0-100% fully open and closed.
For example, say you want to set it up for a level controller on a separator, and you want to keep a set point where the valve doesn’t fully close or open but modulates. In this scenario, you would wire your level controller to analog positive and negative. The actuator knows what to do with that information and will act accordingly.
Analog input wires should have loop power provided by the user or the controller. Because this actuator implements an isolated 4-20 milliamp input loop, the same power supply for Voltage-In (VI+ & VI-) can provide loop power.
2. How to Install and Calibrate a Kimray Electric Actuator with an Electric Pilot
Energy producers use products like Kimray's Electric Actuator to provide accurate, emissions-free control of their production processes. In this video, we'll learn how to wire it in and install it for operation in oil and gas applications.
How to Install an Electric Actuator on a Control Valve
2.1 Actuator, Valve Body and 4-20MA Signal
To install and operate your Electric Actuator, you’ll need two things:
4-20ma signal provided by either a PLC or an Electric Pilot with a Pressure Transducer
For this example, we are using an Electric Pilot and a Pressure Transducer. If you are using a transducer, make sure you are using the correct size for your conditions.
2.2 Actuator Connected to Electric Pilot2.3 Tools Needed
Connect Your Wires. For this process, you will need wire strippers, a 7/64" Allen wrench, and a termination screwdriver.
Thread the Pilot onto the Actuator using a Nipple. Depending on your site, you may need to mount it closer to the transducer.
Pilot Analog In. Take the wires coming from your analog pressure transducer and terminate them to the Pilot in the Analog IN positive and Analog IN negative terminals.
Pilot Analog Out. Connect another set of wires to the Analog OUT positive and Analog OUT negative terminals.
Actuator Analog In/Out. Run these wires to the Analog positive and Analog negative terminals on the actuator.
Actuator Voltage In. Connect the power wires to the actuator in terminals Voltage In Positive and Voltage In Negative. For this installation, we are using 24 Volts DC. The Electric Pilot can share power with the Actuator.
Pilot Voltage In. Run these wires to the Pilot and terminate them alongside the incoming power on the Voltage IN and Ground terminals.
2.4 Electric Pilot Connections
How to Setup an Electric Actuator for Back Pressure Regulation with an Electric Pilot
Now that wiring is completed, we can select our set points. This will be done with either your PLC and a laptop or an Electric Pilot.
For this example, we will be setting it up for back pressure regulation. The set up for pressure reducing regulation is very similar.
Step 1. Select Sensor Type
Press the Select button until you reach Sensor Type.
Step 2. Set Pressure
Press the Up button.
Press the Up button again until you reach Pressure.
Press the Select button.
Press the Up button until you reach your units of pressure.
We will be using PSI.
Press Select.
Now use the Up and Down buttons to set the maximum and minimum working pressures of your pressure transducer. For this example, we’ll say the transducer maximum is 2000 PSI and minimum is 0 PSI.
Press Select.
Step 3. Select Application
Now it will display control settings. Press Up to get to the Application menu.
Use the Up or Down buttons to cycle through and select your application.
We will be using Back Pressure.
Press Select.
Step 4. Enter Set Value
The next menu is for Set Value.
Use the Up and Down buttons to scroll to your desired set point. In this example, we’ll use 650 PSI.
Press Select to enter that value.
Step 5. Select Mode
Now press select until you get to the Mode Menu.
Use the Up or Down buttons to cycle through and select Manual mode.
Move the Controller Output to 50%. This will open the valve approximately halfway and allow pressure to flow through.
Press Select.
Press Select until you get back to Mode Menu.
Press the Up button and select Autotune.
The Pilot will now send varying signals to the valve to see how it reacts. This should take 10-15 seconds.
Once it has completed Autotune, it will automatically move to Run Mode and begin controlling your set value.
Now your pilot, actuator, and valve are set up for back pressure regulation. You can leave the pilot on this screen, and it will move to standby mode after approximately four minutes.
If you ever need to change your Set Value, you won’t need to run autotune again. You will only need to do that if you change your valve or trim size.
The setup process with the electric pilot is similar for other applications.
If you have any questions about how to set up your Electric Actuator or the components you will need on your specific site, contact our Product Support team.
3. How to Install and Calibrate a Valvcon Electric Actuator
In this video, Kimray Product Manager Alex Crow demonstrates how to install and calibrate a Valvcon Electric Actuator. You can find step-by-step instructions below.
How to Calibrate the Valvcon Electric Actuator
Mount the Valvcon to the R2L Adapter with the included bolts.
Then remove the cover with an allen head wrench. As you remove the cover, be careful to keep it aligned with the base. Many times the manual override comes off with the cover, and the stem can damage the electronics on the back of the board.
Make sure your limit switch is on the smart mode selection.
Terminate 24-volt power to terminals 19 and 20. This actuator has universal power capabilities. In the video we set it up with 24 volts DC power and controlling it with a 4-20mA analog signal.
Next, connect the 4-20mA loop calibrator to terminals 15 and 16. We’re using an analog signal, but it also has MODBUS and discrete signal capabilities.
Turn the on/off control mode selector switch all the way clockwise to the analog setting.
However, make sure that your position control switch is on the 4-20 mA setting.
Turn your operation mode selector switch all the way clockwise to the calibrate setting. At this point you can use the clockwise button in the manual control section to drive your stem closed.
Once the stem from the R2L adapter makes contact with the valve stem, you can install the coupling block.
Then remove the rubber clamp and the battery.
Use the clockwise and counterclockwise buttons to drive the valve fully closed and fully open to ensure that none of the cams are making contact with the limit switches behind the control board.
If the cams are making contact with the limit switches, the switch trip LED light will appear.
Loosen the set screw on the cam and retighten in a spot where the valve can have full travel without making contact with the limit switches.
Now we’re ready to calibrate the potentiometer.
Use your clockwise manual control button to drive the actuator fully closed. Hold the enter button down for 2 seconds until the calibrate LED
light starts to blink.
Loosen the set screw on the main gear behind the control board and slowly rotate the main gear clockwise while watching the calibrate LED light. The LED light will blink faster and faster as you get closer to calibration point. When the calibration LED is solid, re-tighten set screw on the main gear. Then push the enter button.
Now your potentiometer is calibrated. You can put your battery back in.
Next, we’ll set your smart limits. Turn your operation mode selector switch to the zero setting and hold the enter button down for 2 seconds until the LED starts blinking.
Run your valve to the fully closed position.
Now send a 4mA signal to the actuator from your loop calibrator or your PLC.
Push the enter button to lock in your fully closed signal.
Now, move your operation mode selector switch to the SPAN setting and hold down the enter button for 2 seconds until the LED is flashing.
Use the counterclockwise button to manually drive the valve fully open. Send a 20mA signal the actuator from your loop calibrator or your PLC. Push the enter button to lock in your fully open signal.
If you want the actuator to have a different fail position than fully open or fully closed, you can calibrate this by using the MID setting and following the same process as you did for closed and open.
Now that the valve is calibrated and ready to run, you want to set your power fail and signal fail controls. Signal fail can be set to fully closed, fully open, or last position before losing signal.
Troubleshooting Installation and Calibration Issues
Signal Loss
If control signal to the actuator is lost but external power is still applied, the Signal Fail position selector switch provides options for the actuator: Zero, which is 4mA, Span, which is 20mA, or Last, which is the position the valve was in when the signal was lost.
Power Loss
The Valvcon Actuator is also equip with a back-up battery. If power to the actuator is lost, the Power Fail controls switch provides options for the actuator:
Clockwise, in which case the valve will drive fully closed
Counter-clockwise, in which case the valve will drive fully open
MID, in which case the valve will drive halfway between open and closed.
Software from Exlar and a Windows driver installed on your laptop (Requires Windows OS)
How to Install and Wire the Tritex II Electric Actuator
Before installing the wiring, you’ll need to connect the mounting bracket to the valve, then connect the actuator to the bracket.
Next, slide the anti-rotate device onto the shaft of the actuator and apply Loctite to the threaded shaft end of the coupling block adaptor and tighten.
Now install the wiring. We recommend a 12-guage wire for power.
Take 12-48 volts DC to the Bus and common terminals.
Then, put a jumper between the bus terminal and logic terminal.
Wire the Inputs to J5 Terminal pin 1 (labeled AI+) and pin 2 (labeled AI-). If you want position feedback, they are wired to J5 terminal, pins 3 (labeled AO+) and 4 (labeled AO-).
How to Calibrate the Tritex II Electric Actuator
Step 1. Prep Your Laptop and Actuator
Using your USB-to-M8 communications cable, establish a physical connection between your laptop and the front of the actuator drive housing.
Launch the Expert Software program and create a new template.
Select file > New > Application.
Choose “DC 48V Tritex II.”
Select “IA4 Option Board.”
Select “Generic, under the application template.
Enter a name for the application (your site name, well pad number or valve description) and an application author and description, if you’d like.
Click “OK.”
Step 2. Establish Communication to the Actuator
Select View > Network Communications Manager.
Choose “Remove Network.”
Select “Add Network.”
Use the default setting “ModbusRTU” for the type of network to be created.
On the next pop-up, leave all general settings as default, but open the RS485 Serial Tab.
On the drop down menu for the Communications Port Name, select the appropriate com port for your PC.
Click “OK.”
Select “Scan Network” (the status should now show “connected”).
Close the network manager window.
Step 3. Read Parameters from the Drive and Adjust the User Units
Press the “Up Arrow” button, located on the menu bar, to read the parameters from the drive/actuator to the PC. You should see lights flickering on the USB as the PC is uploading parameters from the drive.
Adjust the user units by expanding the setup tree and selecting “user units.”
Select “Apply.”
Step 4. Couple the Actuator to the Valve and Define Home
This step is dependent on the status of the Actuator. This can be viewed in the status bar at the bottom of the software home page.
On the Input Function Control Window on the right side of the screen:
Select “Enable Maintained.”
Select “Define Home” and temporarily call this position home.
Use “Jog+” or “Jog-” to move the actuator up and down in order to attach the coupler.
Select “Reset Faults” if the current limit is reached.
Step 5. Configure the System Setup
On the left side of the screen select “System Setup” under the directory tree.
Don’t make any changes on the Comms Faults tab or the Position Window tab.
Options Tab
Check “Auto Enable on Startup.”
Check “Allow Jog override of Default Mode operation.”
Check “Reverse Direction Polarity.”
Faults Enables Tab
If you want the valve to open or close on low bus voltage for a solar application, you can check “Auto Reset on Low Bus Voltage Fault.” Also check the boxes for “move” or “stop” in the User Low Bus Voltage row.
Limits Tab
Leave the user current limit as the default 20A.
Configure the user low bus voltage limits. Consult your Kimray rep for recommendations.
All other values remain as default. Again, if you want the valve to open or close on low bus voltage for a solar application, set the user low bus voltage number.
Operating Modes Tab
If you’re using a digital input for a level controller or tuning fork to control the actuator, leave these settings as default.
If you’re using a 4-20mA input, set the default to “Analog Position” and alternate to “Digital Inputs.”
Dedicated Move Tab
This will set what the actuator does upon fault condition. In many cases, a closed position is desired. Position should remain at 0.000” which is closed. If open fail is desired, input full open position of the valve in the position window.
Select a speed at which the actuator should move.
Position Limits Tab
Configure your seating routine and fold back current draw for power consumption. Your foldback current may need to be increased if the valve doesn’t completely shut off.
Leave “Enable min” unchecked if power consumption is not a concern, or if you are using digital inputs like a level controller or tuning fork.
Step 6. Configure the Homing Routine
Select Motion > Home from the directory tree. Here you can see the typical settings for homing routing.
Velocity is typically set to a slow setting.
Current limit can be adjust depending on how hard the valve is to be seated. In startup against higher pressure situations, you may want a higher home current. The maximum you can set your home current limit is whatever your user current limit is set to in limits.
Check “Auto Home on Enable.”
Step 7. Configure 4-20mA Command
Select Motion > Analog Position from the directory tree.
Minimum position is typically 0” or closed.
Maximum position is typically near full open. Make sure to check the valve stroke specification.
Velocity limit is adjustable depending on how fast the valve should act.
Acceleration should be set to 1 IN/S/S.
Click Save > Save Application As.
How to Flash the Tritex II Electric Actuator
You have now created a standard program for installing and calibrating a Tritex II Electric Actuator. Well done!
To flash the software on multiple actuators, simply hook the laptop to each actuator via the communication cable and press the “down arrow” button located on the menu bar to store the modified parameters to the actuator.