SPECIFICATION September

S-707 2019

Supplementary Specification
to ISO 12490
Actuators for On-off Valves
Revision history

VERSION DATE AMENDMENTS

0.1 September 2019 Issued for public review

Acknowledgements
This IOGP Specification was prepared by a Joint Industry Project 33
Standardization of Equipment Specifications for Procurement organized
by IOGP with support by the World Economic Forum (WEF).

Disclaimer
Whilst every effort has been made to ensure the accuracy of the information
contained in this publication, neither IOGP nor any of its Members past present or
future warrants its accuracy or will, regardless of its or their negligence, assume
liability for any foreseeable or unforeseeable use made thereof, which liability is
hereby excluded. Consequently, such use is at the recipient's own risk on the basis
that any use by the recipient constitutes agreement to the terms of this disclaimer.
The recipient is obliged to inform any subsequent recipient of such terms.
This publication is made available for information purposes and solely for the private
use of the user. IOGP will not directly or indirectly endorse, approve or accredit the
content of any course, event or otherwise where this publication will be reproduced.

Copyright notice
The contents of these pages are © International Association of Oil & Gas Producers.
Permission is given to reproduce this report in whole or in part provided (i)
that the copyright of IOGP and (ii) the sources are acknowledged. All other rights are
reserved. Any other use requires the prior written permission of IOGP.
These Terms and Conditions shall be governed by and construed in accordance
with the laws of England and Wales. Disputes arising here from shall be exclusively
subject to the jurisdiction of the courts of England and Wales.
 Supplementary Specification to ISO 12490 Actuators for On-off Valves

Foreword

This specification was prepared under a Joint Industry Programme 33 (JIP33) "Standardization of Equipment
Specifications for Procurement" organized by the International Oil & Gas Producers Association (IOGP) with
the support from the World Economic Forum (WEF). Companies from the IOGP membership participated in
developing this specification to leverage and improve industry level standardization for projects globally in the
oil and gas sector. The work has developed a minimized set of supplementary requirements for procurement,
with life cycle cost in mind, resulting in a common and jointly approved specification, building on recognized
industry and/or international standards.

Recent trends in oil and gas projects have demonstrated substantial budget and schedule overruns. The Oil
and Gas Community within the World Economic Forum (WEF) has implemented a Capital Project Complexity
(CPC) initiative which seeks to drive a structural reduction in upstream project costs with a focus on industry-
wide, non-competitive collaboration and standardization. The CPC vision is to standardize specifications for
global procurement for equipment and packages, facilitating improved standardization of major projects across
the globe. JIP33 provides the oil and gas sector with the opportunity to move from internally to externally
focused standardization initiatives and provide step change benefits in the sector's capital projects
performance.

This specification has been developed in consultation with a broad user and supplier base to realize benefits
from standardization and achieve significant project and schedule cost reductions.

The JIP33 work groups performed their activities in accordance with IOGP's Competition Law Guidelines
(November 2014).

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Supplementary Specification to ISO 12490 Actuators for On-off Valves

Table of Contents

Foreword .................................................................................................................................................. 1
Introduction ............................................................................................................................................... 5
1 Scope ....................................................................................................................................................... 7
2 Conformance ............................................................................................................................................ 7
2.3 Compliance with this International Standard.................................................................................. 7
3 Normative references ............................................................................................................................... 7
4 Terms and definitions ............................................................................................................................... 9
5 Symbols and abbreviated terms ............................................................................................................. 11
5.2 Abbreviated terms ........................................................................................................................ 11
6 Actuator types and configurations .......................................................................................................... 12
6.2 Actuator types .............................................................................................................................. 12
6.3 Actuator configuration .................................................................................................................. 14
6.4 Action on loss of supply energy ................................................................................................... 15
7 Design .................................................................................................................................................... 15
7.0 General......................................................................................................................................... 15
7.1 Actuator design requirements ...................................................................................................... 16
7.2 Pressure-containing parts ............................................................................................................ 23
7.3 Bolting and tie rod design............................................................................................................. 23
7.5 Springs and modules ................................................................................................................... 23
7.6 Mounting kit .................................................................................................................................. 23
7.8 Lifting ............................................................................................................................................ 23
7.9 Handwheels and levers for manual override................................................................................ 24
7.11 Position indicators ........................................................................................................................ 25
7.12 Travel stops .................................................................................................................................. 25
7.13 Orientation .................................................................................................................................... 25
7.14 Sealing ......................................................................................................................................... 26
7.17 Shutdown applications ................................................................................................................. 26
7.18 Fire Protection .............................................................................................................................. 27
8 Sizing ...................................................................................................................................................... 28
8.1 Information required for actuator sizing ....................................................................................... 28
8.2 Sizing method .............................................................................................................................. 30
9 Instrumentation/regulation/actuator accessories.................................................................................... 31
9.1 Torque limiting settings - Electric actuators ................................................................................. 31
9.2 Torque/thrust limiting controls - Pneumatic/hydraulic actuators .................................................. 31
9.3 Instrumentation and accessories ................................................................................................. 31
10 Materials ................................................................................................................................................. 40
10.1 Material Specification ................................................................................................................... 40

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 Supplementary Specification to ISO 12490 Actuators for On-off Valves

10.2 Service compatibility .................................................................................................................... 41

10.3 Composition limits ........................................................................................................................ 41
10.8 Material requirements for tagged instruments ............................................................................. 42
10.9 Material requirements for bulk (commodity) items ....................................................................... 42
11 Welding................................................................................................................................................... 43
11.1 Welding of pressure-containing parts .......................................................................................... 43
11.2 Structural welding......................................................................................................................... 43
11.3 Impact testing ............................................................................................................................... 43
11.5 Repair ........................................................................................................................................... 43
12 Quality control......................................................................................................................................... 43
12.2 Measuring and test equipment ..................................................................................................... 43
12.3 Qualification of inspection and test personnel ............................................................................. 43
12.4 NDE of repairs .............................................................................................................................. 44
13 Testing .................................................................................................................................................... 44
13.1 General......................................................................................................................................... 44
13.2 Shell test....................................................................................................................................... 44
13.4 Torque/thrust test - Pneumatic/hydraulic actuators ..................................................................... 45
13.6 Actuator functional test................................................................................................................. 45
13.7 Functional test on assembled units (actuator with associated gear box / valve, control panel
and air receiver /accumulator)...................................................................................................... 45
13.8 Cleaning and flushing................................................................................................................... 47
14 Surface protection .................................................................................................................................. 48
15 Marking ................................................................................................................................................... 48
16 Packing, Preservation and preparation for shipping .............................................................................. 50
17 Documentation ....................................................................................................................................... 50
Annex D (normative) Record retention ............................................................................................................ 51
Annex F (normative) FAT check sheets on assembled valves ....................................................................... 53

List of Tables

Table 6 — Material requirements for pneumatic/hydraulic actuator components ............................................ 40

Table 7 — Material requirements for electric actuator components ................................................................. 41
Table 8 — Miscellaneous items material requirements.................................................................................... 42
Table 9 — Bulk items material requirements ................................................................................................... 42
Table 1 — Minimum duration of shell tests ...................................................................................................... 44
Table 2 — Minimum duration of piston seal tests ............................................................................................ 44
Table 10 — Factory acceptance test – Assembled units (valve with actuator), control panel, volume bottle and
accumulator ............................................................................................................................................ 46
Table 3 — Marking of electric actuators ........................................................................................................... 48
Table 4 — Marking of pneumatic/hydraulic actuators ...................................................................................... 49

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 Supplementary Specification to ISO 12490 Actuators for On-off Valves

Table 11 — Marking of electro-hydraulic actuators .......................................................................................... 49

Table D.1 — Record retention .......................................................................................................................... 51
Table F.1.a — Visual and conformity check (header) ...................................................................................... 53
Table F.1.b — Visual and conformity check (checks) ...................................................................................... 53
Table F.2.a — Dimensional check (header) ..................................................................................................... 54
Table F.2.b — Dimensional check (checks) ..................................................................................................... 55
Table F.3.a — Actuator shell, piston seal, stroke test and operating time validation check and signal/supply
failure test (header) ................................................................................................................................ 55
Table F.3.b — Actuator shell, piston seal, stroke test, operating time validation test and signal/supply failure
test (checks) ........................................................................................................................................... 55
Table F.4 — Functional test on accessories (tests) ......................................................................................... 57
Table F.5 — Partial stoke testing, accumulator functional test, functional test for electric actuator, handwheel
and network interface cards checks ....................................................................................................... 58
Table F.6 — Torque validation and verification on assembled units - Electric actuators (fail lock) ................. 59
Table F.7 — Torque validation and verification on assembled units - Electric actuators (fail close) ............... 60
Table F.8 — Torque validation and verification on assembled units - Electric actuators (fail open)................ 61
Table F.9 — Torque validation and verification on assembled units – Pneumatic, hydraulic and electro-
hydraulic actuators (fail close valves) .................................................................................................... 62
Table F.10 — Torque validation and verification on assembled units – Pneumatic, hydraulic and electro-
hydraulic actuators (fail open valve) ....................................................................................................... 63
Table F.11 — Torque validation and verification on assembled units – Pneumatic, hydraulic and electro-
hydraulic actuators (other) ...................................................................................................................... 63

List of Figures

Figure 14 — Relationship between design, supply and rated pressures .........................................................16

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Introduction

The purpose of this specification is to define a minimum common set of supplement requirements for the
procurement of Actuators for On-Off Valves in accordance with ISO 12490 First Edition, 2011, Petroleum and
natural gas industries — Mechanical integrity and sizing of actuators and mounting kits for pipeline valves, for
application in the petroleum and natural gas industries.

This JIP33 standardized procurement specification follows a common document structure comprising the four
documents as shown below, which together with the purchase order define the overall technical specification
for procurement.

JIP33 Specification for Procurement Documents

Supplementary Technical Specification

It is required to use all of these documents in conjunction with each other when applying this specification, as
follows.

IOGP S-707: Specification for Actuators for On-Off Valves

This specification is written as an overlay to ISO 12490, following the clause structure of the parent standard,
to assist in cross-referencing the requirements. Where clauses from the parent standard (ISO 12490) are not
covered in this specification, there are no supplementary requirements or modifications to the respective
clause. The terminology used within this specification follows that of the parent standard and otherwise is in
accordance with ISO/IEC Directives, Part 2.

Modifications to the parent standard defined in this specification are identified as Add (add to clause or add
new clause), Replace (part of or entire clause) or Delete.

IOGP S-707D: Data Sheet for Actuators for On-Off Valves

This document provides project specific requirements where this specification requires the purchaser to define
an application specific requirement. It also includes information required by the purchaser for technical
evaluation. Additional purchaser supplied documents are also listed in the data sheet to define scope and
technical requirements for enquiry and purchase of the equipment.

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IOGP S-707L: Information requirements for Actuators for On-Off Valves

This document defines the information requirements, including format, timing and purpose, for information to
be provided by the vendor. It also defines the specific conditions which must be met for conditional information
requirements to become mandatory. The information requirements listed in the IRS have references to the
source of the requirement.

IOGP S-707Q: Quality requirements for Actuators for On-Off Valves

This document includes a conformity assessment system (CAS) which specifies standardized user
interventions against quality management activities at four different levels. The applicable CAS level is
specified by the purchaser in the data sheet.

The data sheet and IRS are published as editable documents for the purchaser to specify application specific
requirements. The supplementary specification and QRS are fixed documents.

Unless defined otherwise in the purchase order, the order of precedence (highest authority listed first) of the
documents shall be:

a) regulatory requirements;

b) contract documentation (e.g. purchase order);

c) purchaser defined requirements (data sheet, IRS, QRS);

d) this specification;

e) the parent standard.

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1 Scope
Replace clause with

This specification defines the requirements for design, selection, mechanical integrity, sizing,
manufacture, assembly and integration, testing, inspection and preparation for shipping of actuators and
actuator control equipment for on-off valves (including actuators for valves manufactured under ISO 14313
and API Specification 6D).

This specification is applicable to all types of electric, pneumatic, hydraulic and electro-hydraulic actuators,
inclusive of mounting kit, installed on piping and pipeline valves.

This specification covers the requirement for actuators installed in oil and gas (offshore and onshore),
petrochemical and chemical facilities.

This specification is not applicable to actuators installed on control and choke valves, valves being used for
regulation, valves in subsea service, Xmas tree valves, handheld power devices and stand-alone manually
operated gearboxes.

This specification covers the factory acceptance testing for the valve and actuator assembly. It does not cover
the tests related to the valve body, seat and stem.

2 Conformance

2.3 Compliance with this International Standard

Replace first paragraph with

The supplier shall demonstrate that the quality management arrangements established for the supply of
actuators for on-off valves to this specification, conform to ISO 9001, ISO 29001, API Specification Q1 or an
equivalent quality management system standard agreed with the purchaser.

Delete NOTE

Replace first sentence of second paragraph with

The supplier shall be responsible for complying with all of the applicable requirements of this specification.

Add note to end of subclause

NOTE Applicable requirements include but are not limited to: design, selection, sizing, materials, fabrication, assembly
and integration, testing, inspection, marking, packing, preservation and shipping.

3 Normative references
Add to section

ISO 12490 Petroleum and natural gas industries - Mechanical integrity and sizing of actuators
and mounting kits for pipeline valves
API RP 14FZ Recommended Practice for Design and Installation of Electrical Systems for Fixed
and Floating Offshore Petroleum Facilities for Unclassified and Class I, Zone 0,
Zone 1 and Zone 2 Locations
API RP 500 Recommended Practice for Classification of Locations for Electrical Installations at
Petroleum Facilities Classified as Class I, Division 1 and Division 2
API RP 551:2016 Recommended practice for Process Measurement

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 Supplementary Specification to ISO 12490 Actuators for On-off Valves

API Specification Q1 Specification for Quality Programs for the Petroleum, Petrochemical and Natural
Gas Industry
ASTM E165/E165M Standard practice for liquid penetrant examination for general industry
ASTM E709 Standard guide for magnetic particle testing
ATEX Product Equipment and protective systems intended for use in potentially explosive
Directive 2014/34/EU atmospheres
EN 13906-1 Cylindrical helical springs made from round wire and bar - Calculation and design -
Part 1: Compression springs
EN 15081 Industrial valves - Mounting kits for part-turn valve actuator attachment
EN 15714-1 Industrial Valves - Actuators (Part 1: Terminology & Definition)
EN 15714-2:2009 Industrial Valves - Actuators (Part 2: Electric actuators for industrial valves – Basic
requirements)
EN 15714-3:2009 Industrial Valves - Actuators (Part 3: Pneumatic actuators for industrial valves –
Basic requirements)
EN 15714-4:2009 Industrial Valves - Actuators (Part 4: Hydraulic actuators for industrial valves –
Basic requirements)
IEC 60079 (all parts) Explosive atmospheres
IEC 60085 Electrical insulation – Thermal evaluation and designation
IEC 61000 Electromagnetic compatibility (EMC)
IEC 61508 Functional safety of electrical/electronic/programmable electronic safety-related
systems
IEC 61511 Functional safety - Safety instrumented systems for the process industry sector
IEEE 1 Recommended Practice - General Principles for Temperature Limits in the Rating of
Electrical Equipment and for the Evaluation of Electrical Insulation
IOGP S-716 (HOLD) Supplementary Specification for Small Bore Tubing and Fittings
ISO 8573-1:2010 Contaminant and purity classes
ISO 9001 Quality Management System - Requirements
ISO-9809 (all parts) Gas cylinders - Design, construction and testing of refillable seamless steel gas
cylinders and tubes
ISO 12944-5 Paints and varnishes - Corrosion protection of steel structures by protective paint
systems - Part 5: Protective paint systems
ISO 12944-9 Paint and varnishes - Corrosion protection of steel structures by protective paint
systems - Part 9: Protective paint systems and laboratory performance test methods
for offshore and related structures
ISO 17637 Non-destructive testing of welds -Visual testing of fusion-welded joints
ISO 22899-1 Determination of the resistance to jet fires of passive fire protection materials
ISO 29001 Petroleum, petrochemical and natural gas industries - Sector specific quality
management systems - Requirements for product and service supply organizations
NAMUR NE 4 Mounting of Positioners/ Position Transmitters to Actuators
NAMUR NE 14 Attachment of Pneumatic Part-Turn Actuators to Valves
NAMUR NE 19 Mounting of Solenoid Valves to Part Turn Actuators
NEMA 250 Enclosures for Electrical Equipment (1000 Volts Maximum)
PED Directive Pressure Equipment Directive
2014/68/EU

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UL 1709 Standard for safety: Rapid rise fire tests of protection material for structural steel

4 Terms and definitions

Replace term with

4.5
breakaway torque/breakaway thrust (break to open (BTO) torque)

4.17
pressure, actuator maximum operating
Add to definition note
and is equal to or greater than the network maximum supply pressure.

4.18
pressure, maximum rated
Add to definition note
and is specified by supplier. This pressure is equal to or greater than actuator maximum operating pressure.

4.19
network pressure, maximum supply
Replace definition with
maximum available network pressure at the control panel inlet.

Replace term with

4.20
pressure, actuator minimum operating
Replace definition with
minimum required pressure at the actuator pressure port to operate the valve, as defined by the purchaser
NOTE This pressure is less than or equal to network minimum supply pressure.

Replace term with

4.21
network pressure, minimum supply
Replace definition with
minimum available network pressure at the control panel inlet for which it shall be possible to move the valve
from steady state to normal operating position, as defined by the purchaser

Add new term

4.37
air to end torque/thrust
air torque/thrust at which the actuator spring is fully compressed

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Add new term

4.38
air to run torque/thrust
air torque/thrust at which the actuator spring is compressing

Add new term

4.39
air to start (ATS) torque/thrust
air torque/thrust at which the spring starts to compress

Add new term

4.40
breakaway angle or percent of stroke
the point at which the seat breaks/makes sealing contact with the obturator

Add new term

4.41
end to close torque/thrust
torque/thrust required to fully close the valve
NOTE Also called "seating" or "reseating torque".

Add new term

4.42
end to open torque/thrust
torque/thrust required to fully open the valve

Add new term

4.43
network pressure, regulated
pressure that exists at the outlet of the pressure regulator on the control panel

Add new term

4.44
network pressure, design
pressure used to design the network and its components which corresponds to compressor design pressure
or HPU design pressure

Add new term

4.45
non-intrusive actuator
type of actuator that does not require opening of the electrical enclosure for commissioning or troubleshooting
and the controls are accessible externally to the actuator

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Add new term

4.46 on demand valve torque correction factor (ODCF)

correction factor to multiply a net torque value to correct the effect for process characteristics and valve
operations

Add new term

4.47
run to close torque/thrust
minimum torque/thrust required to keep the valve moving in closing direction

Add new term

4.48
run to open torque/thrust
minimum torque/thrust required to keep the valve moving in opening direction

Add new term

4.49
sizing safety factor (SSF)
dimensionless factor, expressed as a ratio between valve torque including on demand valve torque correction
factor and actuator torque

Add new term

4.50
spring to end torque/thrust
spring torque/thrust at which the actuator spring is fully relaxed

Add new term

4.51
spring to run torque/thrust
spring torque/thrust at which the actuator spring is relaxing

Add new term

4.52
spring to start torque/thrust
spring torque/thrust at which the actuator spring starts to relax

5 Symbols and abbreviated terms

5.2 Abbreviated terms

ATS air to start

BTO break to open
CAS conformity assessment system
ESD emergency shut down
HTS hydraulic torque start
IRS information requirements specification

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OCDF on demand valve torque correction factor

PST partial stroke testing
QRS quality requirements specification
SSF sizing safety factor

6 Actuator types and configurations

6.2 Actuator types

6.2.1 Electric

Replace second paragraph with

Electric actuators shall be self-contained units, typically comprised of an electric motor, reduction gearing,
mechanically and electrically interlocked reversing contactor starter complete with local controls, drive coupling
between the gear and the valve stem, valve stem drive nut/bushing (when needed based on application),
limit/torque switches, valve position indicator, de-clutchable handwheel, declutch lever, logic control, fail safe
mechanism (when needed based on application) and monitoring facilities.

Replace first sentence of third paragraph with

Electric actuators shall be powered from either an AC or DC electrical source, as specified in the data sheet.

Add to subclause

The actuator shall deliver the rated torque, at the specified power supply, within the tolerances indicated below:

a) Nominal voltage +/-10 %;

b) Frequency variation (AC) +/-5 %.

6.2.2 Pneumatic

Replace second paragraph with

Pneumatic part-turn, multi-turn and linear actuators shall be comprised of pneumatic cylinder(s) or another
shape, appropriate gearing (if applicable) and travel stops.

Replace second sentence of third paragraph

Actuators shall be designed for use with compressed air supplied at the tie-in point meeting ISO 8573-1:

– purity classes of class 6 for particle size;

– class 3 for pressure dew point; and

– class 3 for oil concentration.

Add to subclause

Pneumatic actuators shall be single acting spring return, unless otherwise specified in the data sheet.

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Add to subclause

For part-turn, single acting actuators with spring return, only passive tie-rod design shall be used, i.e. tension
tie-rod design shown in the middle diagram of Figure 6, shall not be used.

6.2.3 Hydraulic

Replace second paragraph with

Hydraulic part-turn, multi-turn and linear actuators shall be comprised of hydraulic cylinder(s) or another
shape, appropriate gearing (if applicable) and travel stops.

Replace fourth paragraph with

Actuators shall be designed for use with hydraulic fluid cleanliness in accordance with ISO 4406:1999, class
19/17/14 for medium pressure hydraulic system (pump discharge up to 200 bar g) and class 18/16/13 for high
pressure hydraulic system (pump discharge above 200 bar g).

Add to subclause

Hydraulic actuators shall be single-acting spring return, unless otherwise specified in the data sheet.

Add to subclause

Multi-springs are not acceptable in safety applications.

Add to subclause

For part-turn, single-acting actuators with spring return, only passive tie-rod design shall be used, i.e. tension
tie-rod design shown in the middle diagram of Figure 6, shall not be used.

Add new subclause heading

6.2.4 Electro-hydraulic actuator

Add new subclause

6.2.4.1

Electro-hydraulic actuators shall be self-contained units, typically comprised of a hydraulic actuator and its
associated piping, electrically powered hydraulically pump, hydraulic accumulator, reservoir, hydraulic
cylinder, gearing and travel stops, piston, spring (when needed), screen filters at pump suction and reservoir
filler caps, dual filters on the distribution system, check valve and relief valve on pump discharge and local
gauge.

Add new subclause

6.2.4.2

Actuators shall be designed for use with hydraulic fluid cleanliness in accordance with ISO 4406:1999, class
19/17/14.

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6.3 Actuator configuration

6.3.1 Double-acting

Delete entire CAUTION note

Add to subclause

Double acting pneumatic or hydraulic actuators in fail safe applications shall be provided with a backup supply
of a minimum three strokes of valve operation within the full operating temperature range.

Add to subclause

In the event of air or hydraulic supply failure, the air receiver or accumulator system shall be sized to deliver:

– a pressure equal to network normal supply pressure at the start of first stroke;

– a pressure not less than network minimum supply pressure at the end of the third stroke.

6.3.2 Single-acting

Add to subclause

For part-turn, single-acting actuators with spring return, only passive tie rod design shall be used, i.e. tension
tie rod design shown in the middle diagram of Figure 6, shall not be used.

Add new subclause heading

6.3.3 Other actuator configurations

Add new subclause

6.3.3.1

Quarter turn actuators shall utilize scotch-yoke type, unless otherwise specified in the data sheet.

Add new subclause

6.3.3.2

Rack and pinion type actuators shall be limited to applications where the required torque is less than 339 Nm
(3000 lb-inch).

Add new subclause

6.3.3.3

Linear actuators shall be a single acting cylinder with piston, unless otherwise specified in the data sheet.

Add new subclause

6.3.3.4

Spring and diaphragm actuators shall not be used for on-off applications, unless otherwise specified in the
data sheet.

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Add new subclause

6.3.3.5

With the exception of offshore and coastal environment, vane type actuators shall be used for high cycle
applications, unless otherwise specified in the data sheet.

6.4 Action on loss of supply energy

Replace first sentence with

Upon loss of supply energy or control signal or both, the valve shall automatically be driven to, or remain in, a
predetermined position, as defined in the data sheet.

7 Design
Replace heading number 7.1 with heading number 7.0

7.0 General

Add to subclause

Actuators shall be designed to operate at the maximum and minimum design temperatures specified in the
data sheet.

Add to subclause

Actuators and field instruments supplied as part of the actuator package shall conform to the area classification
of Zone 2, IIA T3 or NEC Class 1 Div 2 Group D T3 as a minimum, unless otherwise specified in the data
sheet.

Add to subclause

Actuators and field instruments in onshore installations shall be certified by IECEx certifying bodies (ExCBs) in
conformance with IEC 60079 or certified by NRTL approved laboratories in conformance with API 500 or other
applicable regulations specified in the data sheet.

Add to subclause

Actuators and field instruments in offshore installations shall be certified by IECEx certifying bodies (ExCBs) in
conformance with IEC 60079 or certified by NRTL approved laboratories in conformance with API 14 FZ or
other applicable regulations specified in the data sheet.

Add to subclause

Actuators, actuator control equipment, junction boxes and enclosures installed outdoors shall meet ingress
protection IP66 to IEC 60529 or NEMA 4X to NEMA 250 or equivalent, as a minimum.

Add to subclause

Hazardous area protection methods for electrical actuators and electronic equipment shall be in accordance
with the protection method specified in the data sheet.

Add to subclause

Actuators and accessories shall be suitable for continuous use in the environmental conditions of installation
locations specified in the data sheet.

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Add to subclause

EMC compatibility shall be in accordance with IEC 61000.

Add to subclause

Design life shall be minimum 20 years, unless otherwise specified in the data sheet.

Add to subclause

Endurance type testing shall be performed in accordance with the test procedure specified in EN 15714,
Annex A.

Replace Figure 14 with

Figure 14 — Relationship between design, supply and rated pressures

Add new subclause heading

7.1 Actuator design requirements

Add new subclause heading

7.1.1 Electric actuators

Add new subclause heading

7.1.1.1 Actuator controls

Add new subclause heading

7.1.1.1.1 General

Add new subclause

7.1.1.1.1.1

The electric actuator design category shall be non-intrusive type.

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Add new subclause

7.1.1.1.1.2

The actuator shall be controlled from the control system and locally using push buttons or rotary switches.

Add new subclause heading

7.1.1.1.2 Actuator local control facility

Add new subclause

7.1.1.1.2.1

The actuator shall be provided with a lockable rotary selector switch for selection of local, off and remote
modes of operation.

Add new subclause

7.1.1.1.2.2

The actuator shall be provided with momentary push buttons or a rotary switch for open, close and stop
functions.

Add new subclause

7.1.1.1.2.3

Unless otherwise specified in the data sheet, the actuator shall be provided with local indication for:

– closed: steady red indication;

– open: steady green indication;

– intermediate position: blinking red/green indication.

Add new subclause

7.1.1.1.2.4

The actuator shall be provided with a local indication to display the valve position.

Add new subclause heading

7.1.1.1.3 Actuator remote control facility

Add new subclause

7.1.1.1.3.1

The actuator shall execute open, close and stop commands from discrete inputs in remote mode.

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7.1.1.1.3.2

The actuator shall provide valve open and close position status output for remote indication.

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 Supplementary Specification to ISO 12490 Actuators for On-off Valves

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7.1.1.1.3.3

The actuator shall provide a common fault status output for remote indication, configurable for phase fault,
power supply failure, over load and over torque as a minimum.

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7.1.1.1.3.4

The actuator shall provide a remote and local status output to indicate if control has been selected to the
remote or local position.

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7.1.1.1.3.5

The method of indication for 7.1.1.1.3.2, 7.1.1.1.3.3 and 7.1.1.1.3.4, e.g. relay contacts, shall be as specified
in the data sheet.

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7.1.1.2 Valve position measurement

Electric actuators should be provided with non-contacting sensors for valve position measurement,
independent from valve motive power.

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7.1.1.3 Torque and limit switches

Limit switches at open and close positions and/or torque switches shall be used to stop valve travel.

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7.1.1.4

Actuator duty shall be either Class A (on-off) or Class B (inching) in accordance with EN 15714-2. Duty class
will be specified in the data sheet based on the application.

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7.1.1.5

Motor insulation class shall be Class F.

NOTE Higher insulation classes are acceptable.

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7.1.1.6

The actuator shall be designed to meet the life endurance criteria defined in EN 15714-2 for Class A or Class
B in Table 1 or Table 2 or Table 3, as per the specified actuator type and duty class.

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 Supplementary Specification to ISO 12490 Actuators for On-off Valves

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7.1.1.7 Motor protection

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7.1.1.7.1

The motor shall be protected against loss of one or more phases of the power supply.

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7.1.1.7.2

The motor shall be protected against high current surges.

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7.1.1.7.3

The motor shall be protected against rapid motor reversal.

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7.1.1.7.4

The motor shall be protected against winding overheating.

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7.1.1.7.5

The motor shall be protected against stalling.

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7.1.1.7.6

The motor shall be protected against incorrect power wiring.

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7.1.1.8

The actuator shall provide an internally derived 24 V DC power supply and allow use of an externally derived
24 V DC power supply for control power.

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7.1.1.9

Gearing shall have a built-in lost motion or jammed valve device which enables the motor to attain full speed
before applying the hammer blow to start the valve.

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 Supplementary Specification to ISO 12490 Actuators for On-off Valves

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7.1.1.10

A mechanical position indicator shall be provided on the gearbox.

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7.1.1.11 Actuator lubrication

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7.1.1.11.1

Actuators and gearbox internals shall be enclosed and packed for life with lubricant or oil.

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7.1.1.11.2

The actuators shall be supplied with a filling nipple and a drain plug.

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7.1.1.12

The actuator control units shall be supplied with a communication module with required protocol, if specified
in the data sheet.

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7.1.1.13

A terminal enclosure shall be provided with a minimum of four cable entries. Requirements for additional
entries may be specified in the data sheet based on application design requirements.

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7.1.1.14

Ex certified adaptors shall be supplied to suit the specified cable entries.

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7.1.1.15

Power terminals shall be protected by an insulating cover and mechanically separated from the terminals for
control, feedback and network signals.

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7.1.1.16

Electric actuators shall be supplied with a separate earth boss on the enclosure, external to the terminal
compartment.

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 Supplementary Specification to ISO 12490 Actuators for On-off Valves

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7.1.2 Pneumatic actuators

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7.1.2.1

The actuator exhaust port shall point downwards to avoid any water ingress to the actuator.

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7.1.2.2

Vents on the actuator and actuator control equipment shall be provided with bug screen, unless otherwise
specified in the data sheet.

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7.1.2.3

The pneumatic actuators shall be designed to meet the endurance criteria specified in EN 15714-3, Table 1.

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7.1.3 Specific design requirements for hydraulic actuators

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7.1.3.1

Hydraulic chambers shall have two ports located at extreme ends to allow efficient flushing.

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7.1.3.2

The hydraulic actuators shall be designed to meet the endurance criteria in accordance with EN 15714-4,
Table 2.

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7.1.4 Specific design requirements for electro-hydraulic actuators

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7.1.4.1

The hydraulic system operating pressures shall be specified by supplier based on the selected design.

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7.1.4.2

A cushioning device within 5 % of the end of the stroke shall be provided to ensure a smooth operation.

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 Supplementary Specification to ISO 12490 Actuators for On-off Valves

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7.1.4.3

When specified, a hand jack shall be provided to allow opening of the valve in the event of a pump failure.

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7.1.4.4

As an alternative to a hand jack, a hydraulic hand pump connection shall be provided for manual operation.

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7.1.4.5

Operation of the hand jack or hand pump shall not interfere with, or prevent, the operation of the valve in the
event of a trip demand.

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7.1.4.6

The design shall use manifold systems to minimize leakages and reduce the footprint.

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7.1.4.7

The reservoir shall have a capacity of 1.5 times the total combined displacement of the entire volume of the
hydraulic system.

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7.1.4.8

The reservoir shall include provision for collecting and draining any water accumulation.

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7.1.4.9

The motor shall be protected against overload and overcurrent.

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7.1.4.10

The pump drive shall have start/stop control and auto cut in / cut out to maintain the pressure within an
operating band.

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7.1.4.11

The pump, drive and drive coupling shall be accessible to the operator and allow for dismantling or removal.

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 Supplementary Specification to ISO 12490 Actuators for On-off Valves

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7.1.4.12

The design shall include isolation valves, de-pressurization valves and drain valves to facilitate the
maintenance of the hydraulic system.

7.2 Pressure-containing parts

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All pressure containing parts of actuators shall be designed to withstand the network maximum air or hydraulic
supply pressure specified in the data sheet, without rupturing the actuator.

7.3 Bolting and tie rod design

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A passive tie rod design as detailed in Figure 6 shall be applied.

7.5 Springs and modules

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Repairs on the spring shall not be permitted during the manufacturing process.

7.6 Mounting kit

7.6.1

Replace first paragraph with

The design basis shall be stress-based, validated by testing. Alternative design, based on
satisfactory documented previous experience, will only be accepted if it can be verified that the components
have been loaded to the maximum design load value.

7.6.3

Replace NOTE with

NOTE Valves installed with a horizontal stem can require a means of accurately aligning the actuator with the valve stem
such as a spigot between mating parts or fitted bolts and/or dowel pins.

7.6.4

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Intermediate support shall be designed in accordance with the requirements of EN 15081, 4.11 to 4.13 and
5.1.

7.8 Lifting

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For horizontal shaft installations, the actuator lifting points shall be designed to avoid damage to the stem or
seals during removal of the actuator.

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 Supplementary Specification to ISO 12490 Actuators for On-off Valves

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Lifting points shall have a design safety factor of 4 for actuators weighing more than 500 kg.

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Lifting points shall have a design safety factor of 2 for actuators weighing less than or equal to 500 kg.

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A warning plate shall be fixed near to the actuator lifting point to indicate that it is not suitable for lifting the
valve assembly.

7.9 Handwheels and levers for manual override

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Handwheels shall not be used in safety applications, unless otherwise specified in the data sheet.

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7.9.1 Handwheels for electric actuators

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7.9.1.1

Handwheels shall be fitted for all electric actuators in non-safety applications.

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7.9.1.2

The handwheel drive shall be mechanically independent of the motor drive.

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7.9.1.3

A clutch shall engage the handwheel for manual use.

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7.9.1.4

The clutch shall disengage the handwheel in the powered position to prevent handwheel rotation during
powered operation.

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7.9.1.5

The clutch shall be lockable by padlock in both manual and powered positions.

Page 24 of 63 S-707 September 2019

 Supplementary Specification to ISO 12490 Actuators for On-off Valves

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7.9.1.6

Number of handwheel turns, handwheel diameter and handwheel rim force for the selected actuator shall be
provided.

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7.9.2 Handwheels for pneumatic/hydraulic actuators

Handwheels shall be fitted to pneumatic and hydraulic actuators, if specified on the data sheet.

7.11 Position indicators

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Position indicators shall be mechanical type extended directly from the shaft for pneumatic and hydraulic
actuators.

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The position indicator shall be visible outside the fireproofing envelope, if the actuator is specified with
fireproofing.

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The mechanical valve position indicator shall indicate the change in position by color and by "open" and
"closed" text.

7.12 Travel stops

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Mechanical type travel stops shall be provided for pneumatic and hydraulic actuators.

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Mechanical type travel stops shall have a locking nut or other arrangement to prevent unintentional
adjustments.

7.13 Orientation

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Orientation details shall be confirmed by the purchaser prior to fitting the actuator to the valve.

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Orientation shall be marked on the external components in the drive train with alignment rivets or screws to
indicate the "as built" condition.

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 Supplementary Specification to ISO 12490 Actuators for On-off Valves

7.14 Sealing

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The mounting hardware and kit shall be designed to ensure water cannot accumulate around the stem or
packing.

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7.17 Shutdown applications

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7.17.1

The emergency shutdown (ESD) signal shall take precedence over local and remote controls, and torque trips.

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7.17.2

For SIL 1 and SIL 2 applications, conformance with IEC 61508 shall be demonstrated.

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7.17.3

SIL calculations and safety analysis reports shall be provided for SIL 1 and SIL 2 applications in accordance
with IEC 61508.

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7.17.4

For SIL 3 applications, an independent verification body shall be engaged to perform the SIL calculations and
provide the safety analysis report in accordance with IEC 61508.

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7.17.5 Partial stroke testing

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7.17.5.1

Partial stroke testing (PST) functionality shall be provided, if specified in the data sheet.

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7.17.5.2

PST shall continuously monitor pressure, travel position and time during the test and abort the test based on
pre-defined limits for each parameter.

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 Supplementary Specification to ISO 12490 Actuators for On-off Valves

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7.17.5.3

The emergency shutdown function shall always take precedence, even while performing PST.

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7.17.5.4

The PST travel limit shall be configurable.

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7.17.5.5

The valve signature shall be captured and stored within the positioner for future comparison.

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7.17.5.6

PST shall test the final element and major components such as actuator and solenoid valves.

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7.17.5.7

The digital positioner or controller shall avoid spurious trips by continuously monitoring the travel and pressure
when carrying out PST.

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7.18 Fire Protection

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7.18.1

If specified in the data sheet, the actuator, accumulator or air receiver shall be fire proofed.

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7.18.2

Fire tested design in accordance with ISO 22899-1 or UL1709 shall be provided.

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7.18.3

Fire proofing shall be applied using one of the following methods:

a) a semi rigid steel frame with fire blanket enclosure;

b) a rigid steel enclosure skin with inner thermal blankets;

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 Supplementary Specification to ISO 12490 Actuators for On-off Valves

c) flexible jackets;

d) intumescent paint.

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7.18.4

The fire proofing design shall allow access for routine maintenance.

8 Sizing

8.1 Information required for actuator sizing

8.1.1 General

Replace third paragraph with

IOGP S-707D (actuators for on-off valves data sheet) shall be used to supply the required data.

8.1.2 Valve torque and/or thrust data

Replace first paragraph with

The following data shall be generated by valve manufacturer:

a) breakaway torque/thrust (break to open torque/thrust, break to close torque/thrust);

b) breakaway angle or percent of stroke;

c) run torque/thrust (run to open torque/thrust, run to close torque/thrust);

d) reseat torque/thrust (end to open torque/thrust, end to close torque/thrust);

e) lowest MAST value of the drive train.

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Re-seating torque/thrust (end to close torque/thrust) shall be equal to 80 % or more than breakaway torque/
thrust (break to open torque or thrust).

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Valve torque/thrust values shall be based on maximum shut-off differential pressure across the valve or
maximum static pressure of the line.

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On demand correction factors shall be used by the supplier when evaluating the valve torques to account for
the fluid characteristics (e.g. non-lubricating, clean or sticky service, slurries, polymerization service),
operational effects (e.g. staying in same position) and temperature effects.

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 Supplementary Specification to ISO 12490 Actuators for On-off Valves

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8.1.2.1 Torque validation for electric actuators

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8.1.2.1.1

Stall torque shall be less than the minimum of all drive train elements MAST values (i.e. obturator, stem, stem
to obturator connection and mounting kit).

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8.1.2.1.2

Actuator maximum torque or thrust (at the specified voltage and torque/thrust limiting devices activated) shall
be less than ISO 5211 flange torque.

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8.1.2.1.3

Actuator output torque (both spring and design torque) shall be greater than valve torque on demand over the
full travel in both directions.

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8.1.2.1.4

Valve torque on demand shall be calculated as valve torque x ODCF x SSF. e.g. BTO x ODCF x SSF.

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8.1.2.2 Torque validation for pneumatic, hydraulic and electro-hydraulic actuators

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8.1.2.2.1

Maximum air/hydraulic to start torque (ATS max / HTS max) shall be less than the minimum of all drive train
elements MAST values (i.e. obturator, stem, stem to obturator connection and mounting kit).

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8.1.2.2.2

Maximum air/hydraulic to start torque (ATS max / hydraulic torque start (HTS) max) shall be less than ISO 5211
flange torque.

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8.1.2.2.3

Spring to start torque (STS) shall be less than ISO 5211 flange torque.

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 Supplementary Specification to ISO 12490 Actuators for On-off Valves

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8.1.2.2.4

Actuator output torque (both spring and air/hydraulic torque) shall be greater than valve torque on demand
over the full travel in both directions.

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8.1.2.2.5

Valve torque on demand shall be calculated as valve torque x ODCF x SSF. e.g. BTO x ODCF x SSF.

8.1.4 Valve dimensions

Replace 8.1.4 item c) with

c) dimensions of stem key including depth and length engaged in the coupling;

8.1.5 Electric actuator data

Delete 8.1.5 item h)

8.1.6 Pneumatic/hydraulic actuator data

Replace 8.1.6 item b) with

b) network minimum, normal and maximum air or hydraulic supply pressure;

Delete 8.1.6 item f)

8.2 Sizing method

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If the actuator supply pressure is reduced by a regulator and relief valve system, maximum output torque shall
be based on relief valve set pressure plus over pressure effect at full lift.

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A torque summary table for the calculated torques shall be provided during the design phase for the various
torques indicated in 8.1.

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The calculated torque shall be validated on the basis of torque testing of production actuators.

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Use of regulators and relief valves to limit the torque delivered by the actuator shall only be used to where it is
not possible to provide a drive train with sufficient MAST and yield strength.

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 Supplementary Specification to ISO 12490 Actuators for On-off Valves

Replace clause heading with

9 Instrumentation/regulation/actuator accessories

9.1 Torque limiting settings - Electric actuators

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The torque switch setting shall be adjustable between 50 % and 100 % of the rated torque.

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The torque switch setting shall not cause tripping of the actuator in the event of breakaway torque, end to close
torque or mid travel start torque.

9.2 Torque/thrust limiting controls - Pneumatic/hydraulic actuators

Replace second sentence of first paragraph with

The torque/thrust output at the relief valve set pressure, including overpressure effect at full lift, shall be less
than the valve MAST.

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9.3 Instrumentation and accessories

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9.3.1 General

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9.3.1.1

The actuator control equipment design shall include design and selection of minor accessories and
components such as speed controllers, check valves and boosters required to achieve the required
functionality.

NOTE Major accessories such as the solenoid valves and positioners will be specified in the data sheet.

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9.3.1.2

All accessories, accumulators, air receivers and pneumatic and hydraulic components shall be designed for
the network air or hydraulic supply design pressure specified in the data sheet.

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9.3.1.3

Where possible, NAMUR direct mounting shall be provided for positioners, solenoid valves and junction boxes.

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 Supplementary Specification to ISO 12490 Actuators for On-off Valves

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9.3.1.4

Ex certified adaptors and plugs to suit specified cable entries shall be provided for all actuator control
equipment.

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9.3.1.5

Earthing of electronic devices mounted on the actuator shall be through the earth boss of each instrument
housing.

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9.3.1.6

All accessories shall be accessible for maintenance without removing any part of the actuator.

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9.3.1.7

The supplier shall minimize the number of components used to achieve the functional requirements, such as
stroking time, in the pneumatic and hydraulic circuit.

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9.3.2 Air filters and regulators

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9.3.2.1

Filters shall be installed on the supply line to the control panel to protect the actuator from entrained particles.

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9.3.2.2

Filters shall be fitted with a drain valve.

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9.3.2.3

The filter and regulator shall be provided as a single unit, if both are supplied.

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9.3.2.4

The adjustment for the regulator setpoint shall be of a tamper-proof design with a lock nut or set screw to
prevent adjustment without the use of tools.

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 Supplementary Specification to ISO 12490 Actuators for On-off Valves

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9.3.2.5

The filter regulator shall have sufficient capacity to achieve the required stroking time.

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9.3.2.6

If a pressure regulator is installed to limit the torque, a warning plate with the following text shall be permanently
fitted to the actuator.

"Set at XX Bar g (psi)

Do not change the setting"

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9.3.2.7

Filters shall have 25 micron mesh size, unless otherwise specified in the data sheet.

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9.3.2.8

The filter regulator shall have a drain and integral relief facility.

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9.3.3 Control panel

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9.3.3.1

The control panel shall be mounted on the pneumatic or hydraulic actuator, unless otherwise specified in the
data sheet.

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9.3.3.2

The control panel shall be constructed from SS 316 material of 3 mm (0.12 in.) thickness as a minimum.

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9.3.3.3

When specified in the data sheet, a sunshade shall be provided to cover the top and three sides of the control
panel.

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 Supplementary Specification to ISO 12490 Actuators for On-off Valves

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9.3.3.4

Pressure gauges shall be supplied for the regulated pressure, unless, otherwise specified in the data sheet.

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9.3.3.5

Pressure gauges for the incoming supply shall be supplied, if specified in the data sheet.

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9.3.3.6

The control panel shall be fitted with earth bosses catering for the number of devices to be earthed.

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9.3.3.7

The control panel shall be provided with an earth boss suitable for up to 16 mm2 (0.025 in.2) to connect the
control panel to plant earth.

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9.3.3.8

A hydraulic control panel shall be provided with a filter and integrated check and relief valves.

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9.3.4 Tubing and compression fittings

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9.3.4.1

Tubing and fittings shall conform to IOGP S-716. (HOLD)

NOTE Only relevant technical requirements from IOGP S-716 are applicable relating to the tubing and fittings
materials specified in the data sheet.

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9.3.4.2

Tubes shall be supported as per API 551, Table 18.

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9.3.4.3

If tubes are supported by clamps, clamps shall be of self-draining type.

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 Supplementary Specification to ISO 12490 Actuators for On-off Valves

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9.3.4.4

Clamp material shall be same as the tube material specified in the data sheet.

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9.3.5 Air receivers / accumulators

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9.3.5.1 Air receivers

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9.3.5.1.1

Blowdown valves shall be provided with a backup air receiver, if specified in the data sheet.

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9.3.5.1.2

Air receivers shall be provided with two valve manifolds for mounting pressure instruments, drain valve, check
valve and block valve for supply line, if specified in the data sheet.

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9.3.5.2 Accumulators

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9.3.5.2.1

The hydraulic accumulator shall be bladder type, unless otherwise specified in the data sheet.

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9.3.5.2.2

Hydraulic accumulators shall be sized as per 6.3.1 using adiabatic expansion of nitrogen gas.

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9.3.5.2.3

The accumulator system shall consists of an accumulator, nitrogen bottles, pressure gauges, combined piston
position transmitter/level gauge, rupture disc, check valve and necessary isolation valve and drain valves.

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9.3.5.2.4

Nitrogen bottles shall be designed and tested in accordance with ISO 9809.

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 Supplementary Specification to ISO 12490 Actuators for On-off Valves

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9.3.5.2.5

Nitrogen bottles shall have a pre-charging arrangement which includes soft-seated valves and pressure
gauges.

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9.3.5.2.6

Nitrogen pre-charge pressures shall be provided at ambient temperature, and 5 °C (41 °F) below, and 5 °C
(41 °F) above the ambient temperature, using an isothermal expansion process.

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9.3.5.2.7

Multi-vessel accumulators shall be designed in three separate standalone units with block and drain valves to
allow servicing of one accumulator unit while the remaining two units are in duty.

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9.3.5.2.8

Blast load calculations shall be prepared for the accumulator skid, if specified in the data sheet.

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9.3.6 Speed control

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9.3.6.1

Speed control shall be provided for both opening and closing strokes, unless otherwise specified in the data
sheet.

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9.3.6.2

All adjustable components used for speed control shall be tamper-proof.

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9.3.6.3

When a quick exhaust valve is used for speed control, it shall be directly installed on the actuator port.

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 Supplementary Specification to ISO 12490 Actuators for On-off Valves

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9.3.7 Air lock relay (lockup valve)

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9.3.7.1

An air lock relay shall be provided when "fail lock" position is specified in the data sheet.

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9.3.7.2

The air lock relay shall be set above the network minimum air supply pressure or minimum operating pressure,
whichever is higher.

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9.3.8 Solenoid valves

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9.3.8.1

Solenoid valves shall be 24 V DC supply, direct acting, spring return and auto rest type with low power
consumption (<8 W), unless otherwise specified in the data sheet.

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9.3.8.2

The solenoid coil insulation rating shall conform to IEC 60085 or IEEE 1.

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9.3.8.3

The solenoid coil maximum ambient temperature rating shall be minimum 50 °C (90 °F) or as specified in the
data sheet.

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9.3.8.4

The solenoid valve shall have a pull-in time of less than 100 ms and drop-out time of less than 70 ms.

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9.3.8.5

Solenoid coils shall have a stated design life ("useful life") equal to 20 years of continuous energized
operations.

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 Supplementary Specification to ISO 12490 Actuators for On-off Valves

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9.3.8.6

When a solenoid valve and positioner are installed on the same application, the solenoid valve shall be
installed between the positioner signal output and the actuator.

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9.3.8.7

When more than one solenoid valve is used in the same application, the ESD solenoid valve shall be installed
closer to the actuator.

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9.3.8.8

The availability of solenoid valves shall be minimum 10 years in low demand applications without requiring any
maintenance.

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9.3.9 Position indication

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9.3.9.1

If specified in the data sheet, the valve position indication shall be obtained through a position transmitter or
limit switches.

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9.3.9.2

Limit switches shall be magnetic or inductive proximity type.

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9.3.9.3

The limit switch shall be set at one of the following from closed/open position.

– 3° for quarter turn actuators;

– 3 % for linear actuators.

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9.3.9.4

Proximity switches shall be installed within a junction box with terminals for connection to field wiring.

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 Supplementary Specification to ISO 12490 Actuators for On-off Valves

Add new subclause heading

9.3.10 Digital positioners and controllers

Add new subclause

9.3.10.1

A digital positioner or controller shall be used to get valve diagnostics and PST, unless otherwise specified in
the data sheet.

Add new subclause heading

9.3.10.2 Diagnostics

Add new subclause

9.3.10.2.1

The digital positioner or controller shall have a self-diagnostic feature to monitor the status of "Valve not moved
in accordance with commanded position within set time".

Add new subclause

9.3.10.2.2

The digital positioner or controller shall have a diagnostic feature to monitor the status of "Valve moved away
from commanded position".

Add new subclause

9.3.10.2.3

The digital positioner or controller shall have a self-diagnostic feature to monitor the status of "Loss of power,
air and hydraulic supply".

Add new subclause

9.3.10.2.4

The digital positioner or controller shall have a feature to monitor "Valve profiling in the event of a trip and
partial stroke testing".

Add new subclause

9.3.10.2.5

The digital positioner or controller shall have a predictive diagnostics function to alert advance warning of a
malfunction.

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 Supplementary Specification to ISO 12490 Actuators for On-off Valves

10 Materials

10.1 Material Specification

Replace first sentence with

Specifications for metallic pressure-containing parts and springs shall be issued by the supplier and shall
address, as a minimum, the following:

Add to subclause

The minimum material requirement for various pneumatic/hydraulic actuator components shall be as per
Table 6, unless otherwise specified in the data sheet.

Add to subclause

The minimum material requirement for various electric actuator components shall be as per Table 7.

Add to subclause

Aluminium alloys used for electrical actuator housings shall have a magnesium content less than 6 %

Add to subclause

Material requirements for components of electro-hydraulic actuators shall be in accordance with

Table 6 and Table 7.

Add to subclause

The supplier may choose an equivalent alternate or higher grade material.

Add new table

Table 6 — Material requirements for pneumatic/hydraulic actuator components

Sl. No. Item Material

1 Actuator cylinder/covers/spring housing Carbon steel or nodular cast iron with coating and painting as per
section 14 (onshore)
Carbon steel with coating and painting as per section 14 or SS 316
(offshore)
2 Stroke adjustment components, piston 13 % Cr or equivalent (onshore)
rods and shafts exposed to external SS 316 or better (offshore)
environment
3 Coupling/stem extension (connection 13 % Cr, 4 Ni stainless steel (onshore)
between actuator and valve shaft) SS 316 or better (offshore)
4 Mounting kit (connection between valve Carbon steel with coating and painting as per section 14 or SS 316
and actuator)
5 Tie rods/bolts/nuts/washers SS 316
6 Actuator/valve connection bolts, NUTS, SS 316
washers, dowel pins/keys
7 Brackets for mounting accessories like SS 316
limit switch box, junction box
8 Hand-wheel SS 316 or hot dip galvanized carbon steel with coating and painting as
per section 14

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 Supplementary Specification to ISO 12490 Actuators for On-off Valves

9 Accumulator or air receiver SS 316 for offshore applications;

Carbon steel with coating and painting
10 Nitrogen bottles Carbon steel with manufacturer coating and painting system

Add new table

Table 7 — Material requirements for electric actuator components

Sl. No. Item Materials

1 Actuator covers/housing Marine grade aluminium to ISO 3522 with coating and painting as per
section 14 or SS 316
2 Power transfer mechanism Manufacturer qualified coating and paint systems
3 Stroke adjustment components and 13 % Cr or equivalent (onshore)
shafts exposed to external environment SS 316 (offshore)
4 Coupling/stem extension (connection 13 % Cr, 4 Ni stainless steel (onshore)
between actuator and valve shaft) SS 316 (offshore)
5 Mounting kit (connection between valve Carbon steel with coating and painting as per section 14 or SS 316
and actuator)
6 Actuator/valve connection bolts, nuts, SS 316
washers, dowel pins/keys
7 Brackets for mounting accessories like SS 316
limit switch box, junction box
8 Handwheel SS 316 or Hot dip galvanized carbon steel with coating and painting
as per section 14

10.2 Service compatibility

Add to subclause

Internal corrosion prevention methods shall be polymeric coating or nickel plating in combination with a closed
loop breathing system.

Add to subclause

The supplier shall provide a check valve arrangement on the closed loop system to prevent contaminated or
salt laden air from entering the actuator.

10.3 Composition limits

10.3.1 Carbon steel

Replace equation (1) with

Equation (1)

NOTE The above equation is from International institute of welding.

Page 41 of 63 S-707 September 2019

 Supplementary Specification to ISO 12490 Actuators for On-off Valves

10.3.2 Austenitic stainless steel

Delete second paragraph

Add new subclause

10.8 Material requirements for tagged instruments

Miscellaneous instrument material requirements shall be in accordance with Table 8, unless otherwise
specified in the data sheet.

Add new table

Table 8 — Miscellaneous items material requirements

No. Item Materials

1 Solenoid valve (body/housing) SS 316
2 Proximity switch/housing SS 316
3 Position transmitters SS 316
4 Accumulator piston position transmitter/indicator SS 316
5 Pressure gauges SS 316
6 Mechanical position indicator SS 316
7 Pressure transmitter SS 316

Add new subclause

10.9 Material requirements for bulk (commodity) items

Unless otherwise specified in the data sheet, bulk item material requirements shall be in accordance with
Table 9.

Add new table

Table 9 — Bulk items material requirements

No. Item Materials

1 Air filter regulator SS 316
2 Instrument valves SS 316
3 Instrument manifold SS 316
4 Tubing relief valves SS 316
5 Volume booster SS 316
6 Quick exhaust valves SS 316
7 Check valves SS 316
8 Junction box SS 316

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 Supplementary Specification to ISO 12490 Actuators for On-off Valves

11 Welding

11.1 Welding of pressure-containing parts

Delete "or EN 287-1" in first paragraph

11.2 Structural welding

Delete "or EN 287-1" in first paragraph

11.3 Impact testing

Impact testing for qualification of the WPS is not required for non-impact-tested base materials.

Replace third paragraph with

A set of three weld metal impact specimens oriented with the notch perpendicular to the surface of the
material, shall be taken from the weld metal (WM) and from the heat affected zone (HAZ) as specified in the
applicable design code.

Delete fourth paragraph

Delete Figure 16

Delete Figure 17

11.5 Repair

Replace second paragraph with

Repair of defects shall be performed in accordance with a documented and qualified procedure specifying
requirements for defect removal, welding, heat treatment, NDE and reporting as applicable.

12 Quality control

12.2 Measuring and test equipment

NOTE Measuring and test equipment's calibration in accordance with ISO 9001, 7.1.5 or API Q1, 5.8 is to be ensured.

12.3 Qualification of inspection and test personnel

12.3.3 Welding inspectors

Replace subclause with

Personnel performing visual inspection of welding operations and completed welds shall be qualified and
certified to ISO 17637, AWS QC1 Certified Welding Inspector or equivalent, or of a manufacturer's documented
training programme.

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 Supplementary Specification to ISO 12490 Actuators for On-off Valves

12.4 NDE of repairs

12.4.2 Mechanically loaded parts

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Cracks or longitudinal defects identified by visual inspection shall be subjected to a magnetic particle or dye
penetrant examination in addition to any visual inspection.

13 Testing

13.1 General

Replace first sentence with

Each actuator, control panel, accumulator and air receiver shall be tested prior to shipment from the
manufacturing facility.

Add to subclause

The endurance test shall be carried on each type of actuator from the current production, if specified in the
data sheet.

13.2 Shell test

Replace first paragraph with

The shell test shall be conducted at 1.5 times the design pressure for a duration in accordance with Table 1.

Delete second paragraph

Replace Table 1 with

Table 1 — Minimum duration of shell tests

Test Test duration

Pneumatic 5 minutes
Hydraulic 10 minutes
Electro- hydraulic 10 minutes

Replace Table 2 with

Table 2 — Minimum duration of piston seal tests

Test Test duration

Pneumatic 5 minutes
Hydraulic 10 minutes
Electro-hydraulic 10 minutes

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 Supplementary Specification to ISO 12490 Actuators for On-off Valves

13.4 Torque/thrust test - Pneumatic/hydraulic actuators

Replace second paragraph with

Each actuator shall be torque/thrust tested in accordance with the procedure defined in A.1.

Add to subclause

The actuator manufacturer shall produce "As tested" torque table reports.

13.6 Actuator functional test

Replace first sentence with

The actuator and accessories shall be subject to testing at the actuator manufacturer's works, to validate
functional ability in accordance with the manufacturer's documented procedures.

Replace second sentence with

The actuator shall be tested with control panel (where applicable) and without the valve prior to despatch to
supplier.

Add new subclause heading

13.7 Functional test on assembled units (actuator with associated gear box / valve,
control panel and air receiver /accumulator)

Add new subclause

13.7.1

The functional test shall be performed in accordance with Table 10 on the assembled units (valve, gear box
and actuator together), control panel and air receiver or accumulator (when supplied) specific to the valve tag.

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13.7.2

All the FAT results shall be included in the test report.

Page 45 of 63 S-707 September 2019

 Supplementary Specification to ISO 12490 Actuators for On-off Valves

Add new table

Table 10 — Factory acceptance test – Assembled units (valve with actuator),

control panel, volume bottle and accumulator

No. Tests/checks Electric Pneumatic/hydrauli Electro-hydraulic Acceptance

actuator c actuator actuator criteria
1 Visual and conformity checks Required, Record Required, Record Required, Record Approved data
results as per Table results as per results as per sheet,
F.1.a & F.1.b. Table F.1.a & F.1.b. Table F.1.a & F.1.b. Approved GA
drawing for valve and
actuator, control
panel,
accumulator, Approv
ed painting
procedure,
pneumatic/hydraulic
schematic
2 Dimensional checks Required, Record Required, Record Required, Record Approved GA
results as per results as per results as per drawing for valve and
Table F.2.a & F.2.b. Table F.2.a & F.2.b. Table F.2.a & F.2.b. actuator, control
panel, accumulator
3 Actuator shell test Not applicable Required, Record Required, Record Subclause 13.2
results as per results as per
Table F.3.a & F.3.b. Table F.3.a & F.3.b.
4 Actuator piston seal test Not applicable Required, Record Required, Record Subclause 13.3
results as per results as per
Table F.3.a & F.3.b. Table F.3.a & F.3.b.
5 Stroke test: Required, Record Required, Record Required, Record Manufacturer's test
Energize and de-energize the results as per results as per results as per procedure
solenoid valve and ensure entire Table F.3.a & F.3.b. Table F.3.a & F.3.b. Table F.3.a & F.3.b.
assembly function smoothly and
trouble free for three cycles.
Record time to ensure that there
is no frictional issues on the
packing.
6 Operating time validation test: Required, Record Required, Record Required, Record Approved data sheet
Maximum and minimum operating results as per results as per results as per
time shall be validated as per data Table F.3.a & F.3.b. Table F.3.a & F.3.b. Table F.3.a & F.3.b.
sheet for opening and closing
directions when full DP applied
across the valve and minimum /
maximum network supply
pressure or minimum / maximum
supply voltage to the actuator.
7 Fail action test: Required, Record Required, Record Required, Record Approved data sheet
Verify signal/supply failure results as per results as per results as per
conditions to validate failure Table F.3.a & F.3.b. Table F.3.a & F.3.b. Table F.3.a & F.3.b.
modes defined in the data sheet.
8 Functional test for accessories Required, Record Required, Record Required, Record Manufacturer's test
(as applicable): results as per Table results as per Table results as per Table procedure
a. Solenoid valves F.4 F.4 F.4
b. Limit switches
c. Position transmitters

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 Supplementary Specification to ISO 12490 Actuators for On-off Valves

9 Partial stroke testing (PST) - Applicable Required, Record Required, Record Annex A, A.2
Applicable where PST is results as per Table results as per Table
requested in the data sheet. F.5 F.5
Energize the solenoid valves to
move the valve to pre-determined
position, initiate PST command
which shall move the valve to
specified % of its fail safe position
and then return to normal
operating position. Capture the
valve signature and store it in the
device or other methods of testing
as agreed with purchaser.
10 Functional test for double Not applicable Required, Record Required, Record Manufacturer's test
acting actuator with results as per Table results as per Table procedure
accumulator: F.5 F.5
a. Validate accumulator capacity
is suitable for three strokes
(300 % capacity)
b. Ensure accumulator pressure is
not less than minimum network
supply pressure.
11 Specific functional tests for Required, Required, Not applicable Required, Required, Manufacturer's test
electric actuator (as applicable) Record results as per Record results as per procedure
a. Local open/close Table F.5 Table F.5
b. Remote open/close/stop
c. open/close/fault contacts
d. Torque switch setting
verification
e. Open/close limit switch setting
verification
12 Hand wheel rim operation and Required, record Required, if Required, if Subclause 7.9
rim force verification, if supplied results as per Table handwheel is handwheel is
F.5 provided, record provided, record
results as per Table results as per Table
F.5 F.5
13 Functional test on network Required, If Not applicable Not applicable Manufacturer's test
interface cards purchased as part of procedure
actuator, record
results as per Table
F.5
14 Torque validation check for Required, Record Required, Record Required, Record Subclause 8.1.2.1
electric actuators results as per Table results as per Table results as per Table
F.6, Table F.7, Table F.6, Table F.7, Table F.6, Table F.7, Table
F.8 F.8 F.8
15 Torque validation check for Required, Record Required, Record Required, Record Subclause 8.1.2.2
pneumatic, hydraulic and results as per Table results as per Table results as per Table
electro-hydraulic actuators F.9, Table F.10, F.9, Table F.10, F.9, Table F.10,
Table F.11 Table F.11 Table F.11

Add new subclause heading

13.8 Cleaning and flushing

Add new subclause

13.8.1

Hydraulic actuators, accumulators and control panels shall be flushed after completion of the FAT to meet the
cleanliness level specified in 6.2.3.

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 Supplementary Specification to ISO 12490 Actuators for On-off Valves

Add new subclause

13.8.2

Residual water from the valve body shall be completely drained and dried immediately after functional testing.

14 Surface protection
Replace first paragraph with

For offshore and coastal installations, coating for carbon steel actuators, accumulators, air receivers,
intermediate supports (including the internal surfaces), couplings and fasteners in contact with the environment
shall conform to ISO 12944-9.

Add to subclause

For onshore installations, coating for carbon steel actuators, accumulators, air receivers, intermediate supports
(including the internal surfaces), couplings and fasteners in contact with the environment shall conform to
ISO 12944-5, with the corrosivity category and durability as specified in the data sheet.

Add to subclause

Aluminium shall be painted using the manufacturer's qualified coating and painting system.

Add to subclause

The external paint color shall be as specified in the data sheet.

15 Marking
Replace first sentence with

Actuators shall be marked in accordance with the requirements of Table 3, Table 4 or Table 11, as applicable.

Add to subclause

The air receiver and the accumulator shall be identified with tag numbers.

Replace Table 3 with

Table 3 — Marking of electric actuators

No. Marking Application on

1 Manufacturer's name or trade mark Name plate
2 Model Name plate
3 Serial number Name plate
4 Supply voltage, phase and frequency Name plate
5 Voltage variation Name plate
6 Frequency variation Name plate
7 Hazardous area certification details Name plate
8 Year of manufacture Name plate
9 ISO 12490 Name plate
10 Rated torque Name plate

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 Supplementary Specification to ISO 12490 Actuators for On-off Valves

11 Lubricant type Name plate

12 Normal output torque Name plate
13 Maximum output torque Name plate
14 Motor duty class Name plate
15 Enclosure IP rating Name plate
16 Motor power and current (nominal) Name plate
17 Starting current to nominal current ratio Name plate

Add to Table 4

Table 4 — Marking of pneumatic/hydraulic actuators

No. Marking Application on

8 Rated torque Name plate
9 Maximum network supply pressure Name plate
10 Minimum network supply pressure Name plate
11 Minimum operating pressure Name plate
12 Fluid type Name plate
13 Ingress protection Name plate
14 Hazardous area certification Name plate
15 Failure position Name plate
16 Filter regulator set point Name plate

Add new table

Table 11 — Marking of electro-hydraulic actuators

No. Marking Application on

1 Manufacturer's name or trade mark Nameplate
2 Model Nameplate
3 Serial number Nameplate
4 Supply voltage, phase, frequency Nameplate
5 Voltage variation Nameplate
6 Frequency variation Nameplate
7 Rated torque Nameplate
8 Lubricant Nameplate
9 Maximum rated pressure Nameplate
10 Maximum operating pressure Nameplate
11 Minimum network supply pressure Nameplate
12 Hazardous area certification details Nameplate
13 Hydraulic oil specification Nameplate
14 Year of manufacture Nameplate

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 Supplementary Specification to ISO 12490 Actuators for On-off Valves

Replace clause heading with

16 Packing, Preservation and preparation for shipping

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Where possible, the valve and the actuator shall be shipped as one complete assembly.

17 Documentation
Add new subclause

17.1

Documentation shall be retained by the supplier, in accordance with Table D.1.

Add new subclause

17.2

Document submission requirements shall be in accordance with IOGP S-707L.

Delete Table 5

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 Supplementary Specification to ISO 12490 Actuators for On-off Valves

Annex D
(normative)
Record retention

Replace Table D.1 with

Table D.1 — Record retention

Description Electric Pneumatic Electro-

/ hydraulic hydraulic
Design documents / drawings Document retention
General arrangement drawing (valve with actuator, control panel and X X X
accessories)
General arrangement drawing (air receiver and accumulator) A A
Cross section drawing with bill of materials (actuator) X X X
Cross section drawing with bill of materials (accumulator) A A
Accumulator sizing calculations A A
Torque table / calculation X X X
Data sheet (valve, actuator and accessories) X X X
Schematic drawing (pneumatic/hydraulic) X X X
Blast calculation (valve and actuator assembly) X X
Pressure vessel design calculations X
Blast calculation (accumulator skid) A A
Electrical and wiring diagram X X
Wiring drawing (accessories) X X X
Actuator testing procedures X X X
Factory acceptance test procedures (valve and actuator assembly) X X X
Safety analysis report/SIL calculations A A A
NDE Procedures (RT, PT, MT,UT) A A A
Safety data sheet for lubricants/oil X X
Lifting lug calculations A A A
Surface preparation and coating procedure X X X
Installation manual X X X
Operation manual X X X
Maintenance manual X X X
Welding procedure specification (WPS) X X X
Certificates / reports / records / results Document retention
Actuator test results X X X
Supplier internal functional test reports on assembled units (actuator with X X X
associated gear box, valve, control panel and air receiver/accumulator)
Actuator type test certificates X X X
Hazardous area certification X Y X, Y
Material requirements for pressure-containing parts and bolts exposed to sour A A
service to ISO 15156, all parts (if applicable) (EN 10204, Type 3.1)

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Supplementary Specification to ISO 12490 Actuators for On-off Valves

Material test report for pressure-retaining parts, spring and spring canister A X X
traceable to the unique serial number (EN 10204, Type 3.1)
Compliance with local directives and regulations. For example, including but A A A
not limited to PED, ATEX, ASME, CRN
NDE report (RT, PT, MT, UT) A A A
IP certificate for actuator and accessories X X X
Fire proofing type test certificate A A A
Solenoid coil insulation type test certificate X X
Hydraulic cleanliness test report H H
Records of test equipment calibration X X X
Weld procedure qualification record (WPQR) X X X
Welder performance qualification (WPQ) X X X
Qualification record of NDE personnel X X X
Coating certificate X X X
Weight certificate A A A
Factory acceptance test results (valve and actuator assembly) X X X
X indicates mandatory
A indicates mandatory, if applicable to specific design
H indicates hydraulic and electro-hydraulic actuators only
Y indicates accessories only

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 Supplementary Specification to ISO 12490 Actuators for On-off Valves

Annex F
(normative)
FAT check sheets on assembled valves

Add new table

Table F.1.a — Visual and conformity check (header)

Client Contractor Project reference

Valve Tag Valve serial Actuator serial

number number number

Purchase order Instrument data GA drawing

reference sheet

Pneumatic /
hydraulic
schematic

Add new table

Table F.1.b — Visual and conformity check (checks)

Checks Passed Not Reference drawing/documents

applicable
Valve
Valve type ☐ Yes ☐ No ☐ N/A Data sheet / GA drawing
Valve end connection size ☐ Yes ☐ No ☐ N/A Data sheet / GA drawing
Valve rating ☐ Yes ☐ No ☐ N/A Data sheet / GA drawing
Valve bore diameter ☐ Yes ☐ No ☐ N/A Data sheet / GA drawing
Casting quality ☐ Yes ☐ No ☐ N/A MSS SP-55
Body heat number ☐ Yes ☐ No ☐ N/A Material certificate
Bonnet heat number ☐ Yes ☐ No ☐ N/A Material certificate
Actuator
Actuator type ☐ Yes ☐ No ☐ N/A Data sheet / GA drawing
Actuator orientation ☐ Yes ☐ No ☐ N/A Data sheet / GA drawing
Actuator end stops check (open/close) ☐ Yes ☐ No ☐ N/A
Control panel
Control panel interface fitting size ☐ Yes ☐ No ☐ N/A Data sheet / GA drawing / schematic drawing
Control panel components ☐ Yes ☐ No ☐ N/A Data sheet / GA drawing / schematic drawing
Tubing size / thickness ☐ Yes ☐ No ☐ N/A Data sheet / GA drawing / schematic drawing
Earth boss for control panel ☐ Yes ☐ No ☐ N/A Data sheet / GA drawing
Grounding of instruments ☐ Yes ☐ No ☐ N/A GA drawing

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 Supplementary Specification to ISO 12490 Actuators for On-off Valves

Painting
Painting type for actuator ☐ Yes ☐ No ☐ N/A Data sheet
Painting type for volume bottle /
☐ Yes ☐ No ☐ N/A Data sheet
accumulator
Color code for actuator ☐ Yes ☐ No ☐ N/A Data sheet
Color code for volume bottle / accumulator ☐ Yes ☐ No ☐ N/A Data sheet
Paint thickness for actuator ☐ Yes ☐ No ☐ N/A Coating and painting specification
Paint thickness for volume bottle /
☐ Yes ☐ No ☐ N/A Coating and painting specification
accumulator
Cable entries, adaptors, plugs
Number of cable entries ☐ Yes ☐ No ☐ N/A As per GA drawing / data sheet
Size of cable entries ☐ Yes ☐ No ☐ N/A As per GA drawing / data sheet
Adaptors for cable entry ☐ Yes ☐ No ☐ N/A As per GA drawing / data sheet
Plugs for unused entries ☐ Yes ☐ No ☐ N/A As per GA drawing / data sheet
Tag / Name plate
Tag plate for assembly ☐ Yes ☐ No ☐ N/A As per data sheet / this specification
Tag for accessories ☐ Yes ☐ No ☐ N/A As per data sheet / this specification
Name plate markings actuator and
☐ Yes ☐ No ☐ N/A As per this specification
accessories
Accessories
Solenoid valve (make/model/quantities) ☐ Yes ☐ No ☐ N/A Data sheet
Limit switches (make/model/quantities) ☐ Yes ☐ No ☐ N/A Data sheet
Position transmitter (make/model) ☐ Yes ☐ No ☐ N/A Data sheet
Positioner (make/model) ☐ Yes ☐ No ☐ N/A Data sheet
Air filter regulator (make/model) ☐ Yes ☐ No ☐ N/A Data sheet
Check and thermal relief valve ☐ Yes ☐ No ☐ N/A Schematic drawing
Air lock relay ☐ Yes ☐ No ☐ N/A Schematic drawing
Speed regulator (tamper proof) ☐ Yes ☐ No ☐ N/A Schematic drawing
Pressure relief valves ☐ Yes ☐ No ☐ N/A Schematic drawing
Mechanical position indicator ☐ Yes ☐ No ☐ N/A GA drawing
Visual beacon position indicator ☐ Yes ☐ No ☐ N/A GA drawing
Handwheel / lever ☐ Yes ☐ No ☐ N/A GA drawing
ATEX / IECEx / NEC marking ☐ Yes ☐ No ☐ N/A GA drawing
Marking ☐ Yes ☐ No ☐ N/A S-707
Remarks:

Add new table

Table F.2.a — Dimensional check (header)

Client Contractor Project

reference

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 Supplementary Specification to ISO 12490 Actuators for On-off Valves

Valve Tag Valve serial Actuator serial

number number number
Purchase order Instrument data GA drawing
reference sheet

Add new table

Table F.2.b — Dimensional check (checks)

Checks Passed Not applicable Reference drawing/documents

Actuator ☐ Yes ☐ No ☐ N/A GA drawing
Valve ☐ Yes ☐ No ☐ N/A GA drawing
Air receiver / accumulator ☐ Yes ☐ No ☐ N/A GA drawing
Control panel ☐ Yes ☐ No ☐ N/A GA drawing
Multi vessel accumulator ☐ Yes ☐ No ☐ N/A GA drawing
Handwheel ☐ Yes ☐ No ☐ N/A GA drawing
Remarks:

Add new table

Table F.3.a — Actuator shell, piston seal, stroke test and operating time validation check and
signal/supply failure test (header)

Project reference Client

P.O. reference Contractor

Valve Tag number Valve serial number

Pneumatic/hydraulic
Actuator serial number
schematic reference
Actuator type ☐ Electric ☐ Pneumatic ☐ Hydraulic ☐ Electro -hydraulic

Add new table

Table F.3.b — Actuator shell, piston seal, stroke test, operating time validation test and signal/supply
failure test (checks)

Reference Actuator Shell test

Table 11, 3) Test pressure Duration Passed Failed Acceptance criteria
☐ ☐ As per subclause 13.2

Reference Piston seal test

Table 11, 4) Test pressure Duration Passed Failed Acceptance criteria
☐ ☐ As per subclause 13.3

Reference Stroke test

Table 11, 5) Time Passed Failed Acceptance criteria

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Supplementary Specification to ISO 12490 Actuators for On-off Valves

1st 2nd 3rd

Manufacturer's test
Air strokes ☐ ☐
procedure / data sheet
Manufacturer's test
Spring stroke ☐ ☐
procedure / data sheet
Reference Operating time validation test
Table 11, 6) Parameters Required value Actual value Checks Acceptance criteria
Valve DP ☐ OK ☐ No
Minimum network air / ☐ OK ☐ No
hydraulic system pressure
- Closing time ☐ OK ☐ No
- Opening time ☐ OK ☐ No
Maximum network air / ☐ OK ☐ No
hydraulic system pressure
- Closing time ☐ OK ☐ No
- Opening time ☐ OK ☐ No
Reference Signal/supply failure test
Table 11, 7) Check Fail position Passed Failed Acceptance criteria
Loss of signal ☐ ☐ Data sheet
Loss of power supply / air
☐ ☐ Data sheet
supply / hydraulic supply

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 Supplementary Specification to ISO 12490 Actuators for On-off Valves

Add new table

Table F.4 — Functional test on accessories (tests)

Reference Functional test for accessories

Table 11, 8) Fail close valve
a) Fail close valve
aa) Solenoid energized
Check Pass Fail N/A Acceptance criteria
Valve open ☐ ☐ ☐ Pneumatic/hydraulic schematic
Open limit switch contact to close ☐ ☐ ☐ Wiring drawing
Position indication - open ☐ ☐ ☐ Visual
Position transmitter output - 100 % ☐ ☐ ☐ Data sheet
ab) Solenoid de-energized
Check Pass Fail N/A Acceptance criteria
Valve close ☐ ☐ ☐ Pneumatic/hydraulic schematic
Close limit switch contact to close ☐ ☐ ☐ Wiring drawing
Position indication - close ☐ ☐ ☐ Visual
Position transmitter output - 0 % ☐ ☐ ☐ Data sheet
b) Fail open valve
aa) Solenoid energized
Check Pass Fail N/A Acceptance criteria
Valve close ☐ ☐ ☐ Pneumatic/hydraulic schematic
Close limit switch contact to close ☐ ☐ ☐ Wiring drawing
Position indication - close ☐ ☐ ☐ Visual
Position transmitter output - 0 % ☐ ☐ ☐ Data sheet
ab) Solenoid de-energized
Check Pass Fail N/A Acceptance criteria
Valve open ☐ ☐ ☐ Pneumatic/hydraulic schematic
Open limit switch contact to close ☐ ☐ ☐ Wiring drawing
Position indication - open ☐ ☐ ☐ Visual
Position transmitter output - 100 % ☐ ☐ ☐ Data sheet

NOTE Multiple solenoid valves shall also be tested to ensure functionality

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Table F.5 — Partial stoke testing, accumulator functional test, functional test
for electric actuator, handwheel and network interface cards checks

Reference Partial stroke testing Pass Fail Acceptance criteria

Table 11, 9) Check solenoid valve energized ☐ ☐ S-707
Initiate PST command and check valve moves to specified % ☐ ☐ S-707
towards its fail safe position and returns immediately
Store valve signature in the device ☐ ☐ S-707
De-energize solenoid valve for a short duration and re-energize, ☐ ☐ Applicable only when
check valve is moved which ensures that solenoid valve is tested. using PST controller
Check open limit switch contact set at 3° or 3 % ☐ ☐
Check close limit switch contact 3° or 3 % ☐ ☐
Check position transmitter output (0 to 100 % corresponds to 4 to ☐ ☐
20 mA) or (0 to 90° corresponds to 4 TO 20 mA)
Reference Accumulator functional test Required Results Pass Fail Acceptance
criteria
Table 11, 10) Stroke 1 start at normal or minimum bar g bar g data sheet
network supply pressure (as per
agreement)
End of stroke 3 pressure > minimum bar g bar g ☐ ☐ data sheet
network supply pressure
Accumulator volume (more than or litres litres ☐ S-707
equal to 300 %)
Reference Specific functional tests for electric actuator (as applicable) Pass Fail Acceptance criteria
Table 11, 11) Local open/close ☐ ☐
Remote open/close/stop ☐ ☐
Manufacturer’s test
open/close/fault contacts ☐ ☐
procedure
Torque switch setting verification ☐ ☐
Open/close limit switch setting verification ☐ ☐
Reference Hand wheel rim operation and rim force Specified Actual rim force Pass Fail Acceptance
verification, if supplied value measured criteria
Table 11, 12) Check handwheel operation for easiness N (lbf) N (lbf) ☐ ☐ S-707
and measure/record rim force

Reference Functional test on network interface cards Pass Fail N/A Acceptance criteria
Table 11, 13) Check configuration ☐ ☐ ☐
Manufacturer’s test
Loop few electric actuators in loop and check procedure
☐ ☐ ☐
network functionality

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Table F.6 — Torque validation and verification on assembled units - Electric actuators (fail lock)

Table 11, Fail lock valve - Torque validation and verification

point 14)
Checks Responsibility Torques

Valve torques Break to Run to End to Break to End to MAST (one

open (BTO) open (RTO) open (ETO) close (BTC) close (ETC) minimum
value for
entire drive
train
elements)
Measured values / Valve supplier Measured Measured Measured Measured Measured Calculated
calculated values

Actuator torque Design Design Design Design Design Stall torque

torque torque torque torque torque

Measured values / Actuator Measured Measured Measured Measured Measured Calculated

calculated values supplier

On demand Valve supplier Supplier to Supplier to Supplier to Supplier to Supplier to

correction factor specify specify specify specify specify
based on fluid
characteristics
such as non-
lubricating, clean
or sticky service,
operating
temperatures,
long stand
still (ODCF)
Sizing safety Purchaser Purchaser to Purchaser to Purchaser to Purchaser to Purchaser to Purchaser to
factor (SSF) specify specify specify specify specify specify

Validation Valve supplier Design Design Design Design Design Stall torque
torque > torque > torque > torque > torque > < MAST
BTO x RTO x ETO x BTC x ETC x
ODCF x ODCF x ODCF x ODCF x ODCF x
SSF SSF SSF SSF SSF

Verification during Purchaser ☐ OK ☐ No ☐ OK ☐ No ☐ OK ☐ No ☐ OK ☐ No ☐ OK ☐ No ☐ OK ☐ No

FAT

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 Supplementary Specification to ISO 12490 Actuators for On-off Valves

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Table F.7 — Torque validation and verification on assembled units - Electric actuators (fail close)

Table 11, Fail close valve – Torque validation and verification

point 14)
Checks Responsibility Torques
Valve torques Break to Run to End to open Break to Run to End to MAST (one
open (BTO) open (RTO) (ETO) close (BTC) close (RTC) close (ETC) minimum
value for
entire drive
train
elements)
Measured values / Valve supplier Measured Measured Measured Measured Measured Measured Calculated
calculated values
Actuator torque Design Design Design Spring to Spring to run Spring to Stall torque
torque torque torque start (STS) (STR) end (STE)
Measured values / Actuator Measured Measured Measured Measured Measured Measured Calculated
calculated values supplier
On demand Valve supplier Supplier to Supplier to Supplier to Supplier to Supplier to Supplier to
correction factor specify specify specify specify specify specify
based on fluid
characteristics
such as non-
lubricating, clean
or sticky service,
operating
temperatures,
long stand
still (ODCF)
Sizing safety Purchaser Purchaser to Purchaser to Purchaser to Purchaser to Purchaser to Purchaser to Purchaser to
factor (SSF) specify specify specify specify specify specify specify
Validation Valve supplier Design Design Design STS > STR > STE > Stall torque
torque > torque > torque > BTC x RTC x ETC x <
BTO x RTO x ETO x ODCF x ODCF x ODCF x MAST
ODCF x ODCF x ODCF x SSF SSF SSF
SSF SSF SSF
Verification during Purchaser ☐ OK ☐ No ☐ OK ☐ No ☐ OK ☐ No ☐ OK ☐ No ☐ OK ☐ No ☐ OK ☐ No ☐ OK ☐ No
FAT

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 Supplementary Specification to ISO 12490 Actuators for On-off Valves

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Table F.8 — Torque validation and verification on assembled units - Electric actuators (fail open)

Table 11, Fail open valve - Torque validation and verification

point 14)
Checks Responsibility Torques
Valve torques Break to Run to open End to open Break to Run to End to close MAST (one
open (BTO) RTO) (ETO) close (BTC) close (RTC) (ETC) minimum
value for
entire drive
train
elements)
Measured values / Valve supplier Measured Measured Measured Measured Measured Measured Calculated
calculated values
Actuator torque Spring to Spring to Spring to Design Design Design Stall torque
start(STS) run(STR) end(STE) torque torque torque
Measured values / Actuator Measured Measured Measured Measured Measured Measured Calculated
calculated values supplier
On demand Valve supplier Supplier to Supplier to Supplier to Supplier to Supplier to Supplier to
correction factor specify specify specify specify specify specify
based on fluid
characteristics
such as non-
lubricating, clean
or sticky service,
operating
temperatures,
long stand
still (ODCF)
Sizing safety Purchaser Purchaser to Purchaser to Purchaser to Purchaser to Purchaser to Purchaser to Purchaser to
factor (SSF) specify specify specify specify specify specify specify
Validation Valve supplier STS > STR > STE > Design Design Design Stall torque
BTO x RTO x ETO x torque > torque > torque > <
ODCF x SSF ODCF x SSF ODCF x SSF BTC x RTC x ETC x ODCF MAST
ODCF x SSF ODCF x SSF x SSF
Verification during Purchaser ☐ OK ☐ No ☐ OK ☐ No ☐ OK ☐ No ☐ OK ☐ No ☐ OK ☐ No ☐ OK ☐ No ☐ OK ☐ No
FAT

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 Supplementary Specification to ISO 12490 Actuators for On-off Valves

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Table F.9 — Torque validation and verification on assembled units – Pneumatic, hydraulic and
electro-hydraulic actuators (fail close valves)

Reference Fail close valve - Torque validation and verification

Table 11, Responsibility Torques
point 15)
Valve Break to Break to Run to End to Break to Run to End to MAST
torques open open @ open open close close close (one
(BTO) breakaway (RTO) (ETO) (BTC) (RTC) (ETC) minimum
angle value for
(BTOba) entire
drive train
elements)
Measured Valve Measured Calculated Measured Measured Measured Measured Measured Calculated
values / supplier
calculated
values
Actuator Air to start Air to run Air to run Air to end Spring to Spring to Spring to Maximum
torque (ATS) @ (ATR) (ATE) start (STS) run (STR) end (STE) air to start
breakaway torque
angle (ATSmax)
(ATRba)
Measured Actuator Measured Calculated Measured Measured Measured Measured Measured Calculated
values / supplier
calculated
values
On Valve Supplier to Supplier to Supplier to Supplier to Supplier to Supplier to Supplier to
demand supplier specify specify specify specify specify specify specify
correction
factor
based on
fluid
characterist
ics such as
non-
lubricating,
clean or
sticky
service,
operating
temperatur
es, long
stand still
(ODCF)
Sizing Purchaser Purchaser Purchaser Purchaser Purchaser Purchaser Purchaser Purchaser Purchaser
safety to specify to specify to specify to specify to specify to specify to specify to specify
factor
(SSF)
Validation Valve ATS > ATRba > ATR > ATE > STS > STR > STE > ATSmax <
supplier
BTO x BTOba x RTO x ETO x BTC x RTC x ETC x MAST
ODCF x ODCF x ODCF x ODCF x ODCF x ODCF x ODCF x
SSF SSF SSF SSF SSF SSF SSF
Verification Purchaser ☐ OK ☐ No ☐ OK ☐ No ☐ OK ☐ No ☐ OK ☐ No ☐ OK ☐ No ☐ OK ☐ No ☐ OK ☐ No ☐ OK ☐ No
during FAT

The motive force to operate the actuator shall be either air or hydraulic oil. Hence where "air" is indicated in the above table, shall be substituted with
"hydraulic oil" based on selected actuator.

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Table F.10 — Torque validation and verification on assembled units –

Pneumatic, hydraulic and electro-hydraulic actuators (fail open valve)

Table 11, Fail open valve - Torque validation and verification

point 15)
Checks Responsibility Torques
Valve Break to Run to End to Break to Run to End to End to MAST (one
torques open (BTO) open (RTO) open (ETO) close close close @ close (ETC) minimum
(BTC) (RTC) breakaway value for
angle entire drive
(ETCba) train
elements)
Measured Valve supplier Measured Measured Measured Measured Measured Calculated Measured Calculated
values /
calculated
values
Actuator Spring to Spring to Spring to Air to Air to Air to run @ Air to Maximum
torque start (STS) run (STR) end (STE) start (ATS) run (ATR) breakaway end (ATE) air to start
angle (ATR torque (ATS
ba) max)
Measured Actuator Measured Measured Measured Measured Measured Calculated Measured Calculated
values / supplier
calculated
values
On demand Valve supplier Supplier to Supplier to Supplier to Supplier to Supplier to Supplier to Supplier to
correction specify specify specify specify specify specify specify
factor based
on fluid
characteristi
cs such as
non-
lubricating,
clean or
sticky
service,
operating
temperature
s, long stand
still (ODCF)
Sizing safety Purchaser Purchaser Purchaser Purchaser Purchaser Purchaser Purchaser Purchaser Purchaser
factor (SSF) to specify to specify to specify to specify to specify to specify to specify to specify
Validation Valve supplier STS > STR > STE > ATS > ATR > ATRba > ATE > ATSmax <
BTO x RTO x ETO x BTC x RTC x ETCba x ETC x MAST
ODCF x ODCF x ODCF x ODCF x ODCF x ODCF x ODCF x
SSF SSF SSF SSF SSF SSF SSF
Verification Purchaser ☐ OK ☐ No ☐ OK ☐ No ☐ OK ☐ No ☐ OK ☐ No ☐ OK ☐ No ☐ OK ☐ No ☐ OK ☐ No ☐ OK ☐ No
during FAT

The motive force to operate the actuator shall be either air or hydraulic oil. Hence where "air" is indicated in the above table, shall be substituted with
"hydraulic oil" based on selected actuator.

Add new table

Table F.11 — Torque validation and verification on assembled units –

Pneumatic, hydraulic and electro-hydraulic actuators (other)

Reference Other Torque verification / validation

Check Pass Fail
Table 11, point 14) Spring start torque(STS) < ISO 5211 flange torque ☐ ☐
Maximum air start torque (ASTmax) < ISO 5211 flange torque ☐ ☐

Page 63 of 63 S-707 September 2019