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M9000-520-4 Ball Valve Linkage Kit Installation Instructions

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Installation Instructions   M9000-520-4
                                                                                         Issue Date    July 1, 2005

                            M9000-520-4 Ball Valve Linkage Kit

Installation
Parts Included                                               Special Tools Needed
     Quantity         Description                               Quantity       Description
          1*          Actuator Mounting Bracket                      1         No. 2 Phillips Screw Driver
          1*          Adjustable Anti-Rotation Slider                1         5/16 in. (8 mm) Square Socket or
          1*          No. 10-24 Carriage Screw for                             3/8 in. (10 mm) 12-Point Socket for
                      Anti-Rotation Slider                                     actuator

          1*          No. 10-24 Wing Nut for Anti-Rotation
                      Slider
          1*          No. 10 Split Lock Washer for            IMPORTANT:            The M9000-520-4 Ball Valve
                      Anti-Rotation Slider                    Linkage Kits are intended to control saturated steam,
          1*          No. 10 Flat Washer for Anti-Rotation
                                                              hot water, and chilled water flow under normal
                      Slider                                  equipment operating conditions. Where failure or
                                                              malfunction of the M9000-520-4 Ball Valve Linkage
          1           Drive Shaft
                                                              Kit could lead to personal injury or property damage
          4           M5 (5 mm) x 16 mm Machine Screws        to the controlled equipment or other property,
          4           M5 x 0.8 Hex Nuts                       additional precautions must be designed into the
                      (Use on 1/2 through 1 in. valves)       system. Incorporate and maintain other devices such
          1           Manual Handle for Non-Spring Return     as supervisory or alarm systems or safety or limit
                      Actuators Only                          controls intended to warn of, or protect against,
          1           No. 4 Thread Forming Screw for          failure or malfunction of the M9000-520-4 Ball Valve
                      Mounting the Manual Handle              Linkage Kit.
          1           Installation Instructions
 *     These items come factory assembled as one unit.
                                                              IMPORTANT:            Mount the actuator within 90° of
                                                              the vertical position above the valve body. Failure to
                                                              do so may permit water or moisture to travel down
                                                              the valve stem, damaging the actuator and voiding
                                                              the warranty.

                                                             Note: The new style of VG18x1 and VG18x5 Series
                                                             Ball Valves has a different port configuration from the
                                                             old style of VG1644 valves. See Figure 1 and
                                                             Figure 2 when piping the valve.

© 2004 Johnson Controls, Inc.                                                                                           1
     Part No. 14-1297-21, Rev. A                                                                   www.johnsoncontrols.com
          Port A                        Port C                          Port A                        Port C
           Coil                        Common                            Coil                        Common

                     Port B Bypass                                                 Port B Bypass

    Figure 1: VG1000 Series Three-Way Ball Valve                Figure 2: VG1000 Series Three-Way Ball Valve
             (Port A Connected to Port C)                                (Port B Connected to Port C)

Installing an M9106 or M9109 Series Electric Actuator
M9106 and M9109 Series Electric Actuators require at        3. Install the linkage kit assembly onto the valve-
least 3 1/2 in. (89 mm) of clearance above the                  mounting flange. Make sure the side of the drive
actuator.                                                       shaft with only two grooved splines faces away
                                                                from the anti-rotation slider and that one set of
Note: The factory installs the adjustable anti-rotation
                                                                four grooved splines faces the anti-rotation slider.
slider for M9106 or M9109 Series Electric Actuators.
                                                                Note: Depending on the installation, position the
To install an M9000-520-4 linkage kit on an M9106 or
                                                                linkage kit assembly in any one of four 90°
M9109 Series Electric Actuator:
                                                                increments on the valve.
1. Insert the drive shaft into the bottom of the
                                                            4. Secure the linkage kit assembly to the mounting
     mounting bracket while aligning the tab on the
                                                                flange of the valve using the M5 (5 mm) x 16 mm
     drive shaft with the drive shaft slot on the bracket.
                                                                machine screws. For 1/2 through 1 in. valves you
     After inserting the drive shaft tab through the slot
                                                                also need to use the four M5 x 0.8 hex nuts. The
     in the bracket, turn the drive shaft so that the
                                                                1-1/4 through 2 in. valves have threaded holes in
     surface with only two grooved splines faces away
                                                                the valve flange and do not require the hex nuts.
     from the anti-rotation slider. With the drive shaft in
                                                                Hand tighten the screws evenly to avoid any side
     this position, you can mount the linkage kit to the
                                                                loading on the mounting bracket.
     valve.
                                                            5. Position the actuator coupler over the drive shaft
     Note: The drive shaft has four sets of grooved
                                                                and insert the tab of the anti-rotation slider into the
     splines located 90° apart. Three of the sets have
                                                                slot on the base of the actuator. Make sure the
     four grooved splines, and the fourth set has two
                                                                actuator base rests squarely on all four standoffs,
     grooved splines.
                                                                maintaining parallel alignment with the mounting
2. Rotate the valve stem manually several times                 bracket. Loosen the wing nut on the anti-rotation
     using an adjustable wrench to break the torque             slider, and move the anti-rotation slider toward the
     that may have built up during long-term storage.           actuator. Tighten the wing nut to secure the
     Then rotate the stem to position the valve in the          assembly in place.
     normal position.
                                                            6. Secure the actuator coupler to the drive shaft
     Note: Two-way valves in the fully open position            using a 5/16 (8 mm) square socket or a 3/8 in.
     have the index marking on the top of the valve             (10 mm) 12-point socket. Tighten the set screw
     stem, parallel with the direction of flow. Two-way         1/4 turn after the tip of the screw contacts the
     valves in the fully closed position have the index         shaft.
     marking perpendicular to the direction of flow.
     Three-way valves feature two index markings on          IMPORTANT:             Tighten the actuator set screw
     the top of the valve stem, with one of the index        1/4 turn past finger tight. Overtightening the set
     markings parallel to the common port. See               screw may damage the linkage.
     Figure 1 and Figure 2.
                                                            7. Install the manual handle on the drive shaft and
                                                                align the handle with the actuator coupler set
                                                                screw. Tighten the No. 4 Phillips thread-forming
                                                                screw to secure the assembly.

2   M9000-520-4 Ball Valve Linkage Kit Installation Instructions
For proper actuator wiring and commissioning              Installing an M9206 Series Electric Actuator
instructions, refer to the M9106-xGx-2 Series Electric    M9206 Series Electric Actuators require at least 4 in.
Non-Spring Return Actuators Installation Instructions     (102 mm) of clearance above the actuator.
(Part No. 34-636-1085) and the M9109 Series Electric
Non-spring Return Actuators Installation Instructions     Note: Discard the manual handle provided, because
(Part No. 34-636-1190).                                   it is used with only non-spring return actuators.
                                                          To install the M9000-520-4 Linkage Kit on an
                                                          M9206 Series Electric Actuator:
                                                          1. Reposition the slider as shown in Figure 5. Loosen
                                                             the wing nut and remove the carriage screw and
                                                             anti-rotation slider. Move the anti-rotation slider to
                                                             the back of the mounting bracket as shown in
                                                             Figure 5. Secure the assembly using the carriage
                                                             screw, split lock washer, flat washer, and wing nut
                                                             provided. Loosely engage the wing nut only a few
                                                             turns on the carriage screw to reposition the
                                                             anti-rotation slider until after you mount the
                                                             actuator.

Figure 3: Two-Way Ball Valve with M9106 Actuator
              (Valve Open Position)

                                                                  Figure 5: M9206 Anti-rotation Slider
                                                                            Mounting Location
                                                          2. Insert the drive shaft into the bottom of the
                                                             mounting bracket while aligning the tab on the
                                                             drive shaft with the drive shaft slot on the
    Figure 4: Three-Way Ball Valve with M9106                mounting bracket. After inserting the drive shaft
         Actuator (Port A Open to Port C)                    tab through the slot in the bracket, turn the drive
                                                             shaft so that the surface with only two grooved
                                                             splines faces away from the anti-rotation slider.
                                                             With the drive shaft in this position, you can mount
                                                             the linkage kit to the valve.
                                                              Note: The drive shaft has four sets of grooved
                                                              splines located 90° apart. Three of the sets have
                                                              four grooved splines, and the fourth set has two
                                                              grooved splines.

                                                  M9000-520-4 Ball Valve Linkage Kit Installation Instructions     3
3. Rotate the valve stem manually several times                        Locking Clip                  Coupler
                                                                        in Position            Splines
   using an adjustable wrench to break the torque
                                                                      on the Coupler
   that may have built up during long-term storage.
   Then, rotate the stem to position the valve for the
   spring return position.
    Note: Two-way valves in the fully open position                                             Groove for the
    have the index marking on the top of the valve                                               Locking Clip
    stem, parallel to the direction of flow. Two-way
    valves in the fully closed position have the index
                                                                      Locking
    marking perpendicular to the direction of flow.                     Clip
    Three-way valves feature two index markings on
    the top of the valve stem, with one of the index
    markings parallel to the common port. See
    Figure 1 and Figure 2.
4. Install the linkage kit assembly onto the valve-
   mounting flange. Make sure the side of the drive          Figure 6: Changing the Position of the Coupler
   shaft with only two grooved splines faces away
   from the anti-rotation slider and that one set of        IMPORTANT:            For 0 to 93° rotation, the coupler
   four grooved splines faces the anti-rotation slider.     must fit as closely as possible to, but not on top of,
                                                            the metal plate at the spring return position.
    Note: Depending on the installation, position the       Improper placement may damage the coupler.
    linkage kit assembly in any one of four 90°
    increments on the valve.                               8. Position the coupler between the actuator and the
                                                              linkage, and snap the locking clip securely into the
5. Secure the mounting bracket assembly to the
                                                              coupler groove to retain the coupler in the
   mounting flange of the valve using the
                                                              actuator.
   M5 (5 mm) x 16 mm drive machine screws. For
   1/2 through 1 in. valves you also need to use the       9. Slide the actuator over the drive shaft and make
   four M5 x 0.8 hex nuts. The 1-1/4 through 2 in.            sure the actuator base rests squarely on all
   valves have threaded holes in the valve flange and         four standoffs, maintaining parallel alignment with
   do not require the hex nuts. Hand tighten the              the mounting bracket.
   screws evenly to avoid any side loading on the
   mounting bracket.                                       10. Insert the tab of the anti-rotation slider into the slot
                                                               on the base of the actuator. Slide the anti-rotation
6. Determine the desired actuator position on the              slider toward the actuator and tighten the wing nut.
   valve depending on the spring return position of
   the valve. For proper actuator positioning for          11. Secure the actuator coupler to the drive shaft
   two-way valves, see Figure 7 and Figure 9. For              using a 5/16 (8 mm) square socket or a 3/8 in.
   three-way valves, see Figure 1 and Figure 2.                (10 mm) 12-point socket. Tighten the set screw
                                                               1/4 turn after the tip of the screw contacts the
    a. If the valve fail position is Port A to Port C as       shaft.
       shown in Figure 1, position the actuator on the
       valve as shown in Figure 8.                          IMPORTANT:             Tighten the actuator set screw
    b. If the valve fail position is Port B to Port C as    1/4 turn past finger tight. Overtightening the set
       shown in Figure 2, position the actuator on the      screw may damage the linkage.
       valve as shown in Figure 10.
                                                           For proper actuator wiring and commissioning
    Note: Notice the position of the spring return         instructions, refer to the M9206 Series Electric Spring
    arrows.                                                Return Actuators Installation Instructions
7. If the coupler is on the top side of the actuator,      (Part No. 34-1280-9).
   remove the coupler. To change the coupler’s
   position, pull the locking clip off the coupler, and
   remove the coupler of the actuator. Reinsert the
   coupler into either the Clockwise (CW) or
   Counterclockwise (CCW) face of the actuator. The
   coupler splines are designed to prevent inserting
   the coupler at the wrong end of the rotation range.
   See Figure 6.
4   M9000-520-4 Ball Valve Linkage Kit Installation Instructions
Figure 7: Two-Way Ball Valve with M9206 Actuator       Figure 9: Two-Way Ball Valve with M9206 Actuator
              (Valve Open Position)                                 (Valve Closed Position)

   Figure 8: Three-Way Ball Valve with M9206               Figure 10: Three-Way Ball Valve with M9206
        Actuator (Spring Returned with                           Actuator (Spring Returned with
             Port A Open to Port C)                                   Port B Open to Port C)

                                               M9000-520-4 Ball Valve Linkage Kit Installation Instructions   5
                           Minimum Clearance Required
                                3-1/2 in. (89 mm)

                           4-7/32
                           (107)
                3-29/32
                                                                                                      7-27/32
                 (100)
                                                                                                       (199)
                                                                                                                5-1/2
                                                                                                                (140)

                                         A

                                                     E

                                               C                           B
       C

                                     B

                                                               E                                                   F
                                                                                              D

                                                                                                                                          M9106
                Two-Way Valve                            Three-Way Valve             Two-Way Valve              Three-Way Valve

                           Figure 11: Field-Installed M9106 or M9109 Series Electric Actuator

Table 1: M9106 and M9109 Actuated VG12x1, VG12x5, VG18x1, and VG18x5 Series Ball Valve
Dimensions, in. (mm)
 Valve Size,              A              B               C                 D                          E                      F
 in. (DN)*
                                                                   NPT           BSPP/                             NPT            BSPP/
                                                                                 BSPT                                             BSPT
 1/2 (DN15)        6-19/64          21/32          1-7/32       2-33/64        2-5/8 (66.5)       11/32 (9)     1-1/4 (32)       1-5/16
                   (160)            (17)           (31)         (64)                                                             (33.3)
 3/4 (DN20)        6-19/64          21/32          1-7/32       2-51/64        2-15/16            11/32 (9)     1-13/32          1-15/32
                   (160)            (17)           (31)         (71)           (75)                             (36)             (37.5)
 1 (DN25)          6-3/8            3/4 (19)       1-19/64      3-13/32        3-19/32            11/32 (9)     1-11/16          1-13/16
                   (162)                           (33)         (87)           (91.5)                           (43)             (45.8)
 1-1/4 (DN32)      6-13/16          1-1/32         1-23/32      3-15/16        4-9/32             11/32 (9)     2 (51)           2-1/8
                   (173)            (26)           (44)         (100)          (108.5)                                           (54.3)
 1-1/2 (DN40)      6-31/32          1-9/64         1-57/64      4-21/64        4-21/32            11/32 (9)     2-1/8 (54)       2-11/32
                   (177)            (29)           (48)         (110)          (118.5)                                           (59.3)
 2 (DN50)          7-11/64          1-15/32        2-1/16       4-27/32        5-15/32            11/32 (9)     2-9/16           2-29/32
                   (182)            (37)           (53)         (123)          (139)                            (65)             (74)
 *    On models with the flow-characterizing disk, the disk is located in Port A. Port A must be the inlet.

6    M9000-520-4 Ball Valve Linkage Kit Installation Instructions
                                                                                                    * Add 1-11/32 in. (34 mm)
                   Minimum Clearance Required                                                         for models with auxiliary switches.
                         4 in. (102 mm)
                                                                                                            7-1/4
                                                                                                            (184) *
                3-1/4
                (83)                                                                                              5-3/4
                                                                                                                  (146)

                                A
                                              D

                                          C                               B
      C

                                                                                     E
                                                        F                                                               E
                                B                                                          F

                                                                                                                                          M9206
            Two-Way Valve                         Three-Way Valve                        Two-Way Valve             Three-Way Valve

                              Figure 12: Field-Installed M9206 Series Electric Actuator

Table 2: M9206 Actuated VG12x1, VG12x5, VG18x1, and VG18x5 Series Ball Valve Dimensions, in. (mm)
 Valve Size,        A**             B               C               D                      E                                F
 in. (DN)*
                                                                                 NPT            BSPP/            NPT             BSPP/
                                                                                                BSPT                             BSPT
 1/2 (DN15)     7-13/64        21/32 (17)     1-7/32 (31)     11/32 (9)       1-1/4 (32)       1-5/16         2-33/64           2-5/8
                (183)                                                                          (33.3)         (64)              (66.5)
 3/4 (DN20)     7-13/64        21/32 (17)     1-7/32 (31)     11/32 (9)       1-13/32          1-15/32        2-51/64           2-15/16
                (183)                                                         (36)             (37.5)         (71)              (75)
 1 (DN25)       7-9/32         3/4 (19)       1-19/64         11/32 (9)       1-45/64          1-13/16        3-13/32           3-19/32
                (185)                         (33)                            (43)             (45.8)         (87)              (91.5)
 1-1/4 (DN32)   7-11/16        1-1/32 (26)    1-23/32         11/32 (9)       1-31/32          2-1/8          3-15/16           4-9/32
                (195)                         (44)                            (50)             (54.3)         (100)             (108.5)
 1-1/2 (DN40)   7-7/8 (200)    1-9/64 (29)    1-57/64         11/32 (9)       2-11/64          2-11/32        4-21/64           4-21/32
                                              (48)                            (55)             (59.3)         (110)             (118.5)
 *    On models with the flow-characterizing disk, the disk is located in Port A. Port A must be the inlet.
 **   For valve assemblies with M9206-Bxx-2S Series Actuators, subtract 19/32 (15 mm) from Dimension A (Column A).

                                                            M9000-520-4 Ball Valve Linkage Kit Installation Instructions                          7
Repair Parts (Order Separately)
 Code Number             Description
 M9000-600               Anti-rotation slider; includes bracket, carriage screw, split lock washer, flat washer, and wing nut.
 M9000-602               Drive shaft
 M9000-603               Manual handle; includes handle and a No. 4 thread-forming PLASTITE® screw.
 M9206-602               M9206 hub locking clip
 M9206-604               New hub designed to accommodate older M9206 actuators to M9000-520-4 linkage

Technical Specifications
    Product                            M9000-520-4 Ball Valve Linkage Kit
    Service*                           Hot Water, Chilled Water, 50/50 Glycol Solutions, and
                                       15 psig (103 kPa) Saturated Steam for HVAC Systems
    Ambient Operating                  -40 to 250°F (-40 to 121°C) for M9000-520-4 Linkage
    Temperature**                      -4 to 125°F (-20 to 52°C) for M9106 and M9109 Series Actuators
                                       -25 to 140°F (-32 to 60°C) for M9206 Series Actuators
    Material                           Glass-Reinforced Thermoplastic Resin; UL 94 5 V Flame Class Rating
    Shipping Weight                    1.5 lb (0.68 kg)
    *     Proper water treatment is recommended; refer to VDI 2035 Standard.
    **    In steam applications, install the valve with the stem horizontal to the piping and wrap the valve and piping with
          insulation.
The performance specifications are nominal and conform to acceptable industry standards. For application at conditions beyond these
specifications, consult the local Johnson Controls office. Johnson Controls, Inc. shall not be liable for damages resulting from misapplication or
misuse of its products.

Controls Group
507 E. Michigan Street
P.O. Box 423                                                                                                                 Published in U.S.A.
Milwaukee, WI 53201                                                                                                    www.johnsoncontrols.com

8        M9000-520-4 Ball Valve Linkage Kit Installation Instructions

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