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Owner`s Manual Automatic Transfer Switch

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1. o N o LO qm Installation Diagrams 4218 INGENUO 1 VE 4 WoIdAl T1 ey 4715 EVITOS 1 NOT EVOTTI MAT daS eS 3WEDILSET AJU Yd amp El WWS Ire Wu y G Sly pee ZIS LIfMINUO c 1 I 418VIT S LOPFINOEIND 8 241 1 L amp L 92 OLY E 00 Www8d 1 Lal UE WWE POZ 3215 LINGNOO 8 241 1 Id 318VIT S LODINOEINDI 12 Installation Diagrams E e N E x D gt amp L d 9 i T3Nvd NI NOILO3NNOO SNIQNOS LOANNOOSIC avd WaLlnan SYOLVYANAD 4SH 31009 800 3009 191410919 1901 NOLLVTIVLSNI Q31002 CNV SLVLS IVNOLLIVN TIV 133W LSNW NOLLVTIVLSNI 3 LON 0000000 1 3d0uH1933 OL 991 v6 GuYVOd TANVd LINN JO JHL NO 317207 9f11aNnos5 197905 Q3 TWLSNI AHOLOVJ NOIJV2O1 SIH L LY 3405010N3 ANY uva 5f170V8 n3N JHL N33M 138 SI SNIINOS V TACOW 10 519 S1V LO3NNOOSIG 39IAe3S 13 Q Q x o Oo gt den
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3. c fe 9 i gt o Fr tc Installation Diagrams 53009 IVOIH193 T3 W901 CNV SLVLS TIY 133W LSNW NOLIV TIVLSNI 31LON 3doul9313 rz ONIQNnOWO OL YI prr 131905 NOO ex LINN 40 AHL NO 31 907 9f11 Nhn039 aaLu 4 T 7 1911101039 7 QuvOg 13Nvd NI ava TWHLNAN OL NOLLO3NNOO u3v3ug 10346999 uva aNnou5 eie 391430 a eleal QvO1 Q3 TWLSNI AHOLOVJ NOI1V201SIHL LV JYNSOTONS NT WHINSN IHL N33M138 O00 CT 00000 x SI 9NIINO8 V V3 ia 9909 H3 Vv38 LIFIOMIO LAdLAO HOLVSH3N39 NOLLO3NNOO GNNOYS TACOW 10c 519 S1V LO3NNOOSIG 5 piene YAWOLSNO LOVLNOO WNOILdO 14 TANVd NOILOANNOO YOLVYANAD 3NION3 531935 LO o z amp e id S o GSTIVLSNI ANOLOVS NOILY207 SIHL 1Y SYNSOTONS 91 WYLNAN JHL N334138 SI YAdWINP ONIGNO V NOLLVTIVLSNI G31009 JAGOW 9102 ASLY SIV LO3NNOOSIQ SDIANAS CYVOSTANVd NI avd WaLNAN NOLLO3NNOO L93NNOOSIQ Wa B o E E SYIJNNN TWNINYAL E o Ol SYSSWNN b JYIM HOLVN LON o o IM
4. safety and Health Administration OSHA have established Never handle any kind of electrical device while stand ing in water while barefoot or while hands or feet are wet DANGEROUS ELECTRICAL SHOCK MAY RESULT Remove all jewelry such as rings watches bracelets etc before working on this equipment If work must be done on this equipment while standing on metal or concrete place insulative mats over a dry wood platform Work on this equipment only while standing on such insulative mats Never work on this equipment while physically or mentally fatigued Keep the transfer switch enclosure door closed and bolted at all times Only qualified personnel should be permitted access to the switch interior In case of an accident caused by electric shock immediately shut down the source of electrical power If this is not possible attempt to free the victim from the live conductor but AVOID DIRECT CONTACT WITH THE VICTIM Use a nonconducting implement such as a dry rope or board to free the victim from the live conductor If the victim is unconscious apply first aid and get immediate medical help When an automatic transfer switch is installed for a standby generator set the generator engine may crank and start at any time without warning To avoid possible injury that might be caused by such sudden start ups the system s automatic start circuit must be disabled before working on or around the generator or transfer switch Then place a DO
5. 1Y FYNSOTONS IHL N33M138 SI YIAN ONIGNOS Y 1029900909909 90 2990090990990 ANNOYS TAGOW 102 HOILMS H33SNV8 L ASLY qHvO8 I3Nvd S3309 1V2I419313 1V901QNv SLVLS IVNOLLVN 133W LSPW NOLLV TIVLSNI 3LON 17 Part No 0K0171 Revision C 03 04 13 Printed in U S A
6. If necessary use washers behind mounting holes to level the unit 2 3 CONNECTING POWER SOURCE AND LOAD LINES Make sure to turn OFF both the UTILITY NORMAL and GENERATOR STANDBY power supplies before trying to connect power source and load lines to the transfer switch Supply voltages are extremely high and dan gerous Contact with such high voltage power supply lines causes extremely hazardous pos sibly lethal electrical shock Wiring diagrams and electrical schematics are provided in this manual NOTE All installations must comply with national state and local codes It is the responsibility of the installer to perform an installation that will pass the final electrical inspection The utility supply connection is made at the UTILITY SERVICE DIS CONNECT circuit breaker terminals The generator and customer load connections are made at the transfer switch mechanism inside the switch enclosure Conductor sizes must be adequate to handle the maximum cur rent to which they will be subjected based on the 75 C column of tables charts etc used to size conductors The installation must comply fully with all applicable codes standards and regulations All power cables must enter the enclosure through the knockouts provided If not using the knockouts conduit entry into the enclo sure must be at or below knockouts to maintain the Type 3R rating Conduits should be arranged to provide separation between the Utility an
7. NOT OPERATE tag on the transfer switch and on the generator Remove the Negative Neg or battery cable For authorized service reference the dealer locator number found inside the generator owner s manual General Information 1 1 INTRODUCTION This manual has been prepared especially for the purpose of famil iarizing personnel with the design application installation opera tion and servicing of the applicable equipment Read the manual carefully and comply with all instructions This will help to prevent accidents or damage to equipment that might otherwise be caused by carelessness incorrect application or improper procedures Every effort has been expended to make sure that the contents of this manual are both accurate and current The manufacturer however reserves the right to change alter or otherwise improve the product or manual at any time without prior notice 1 2 UNPACKING Carefully unpack the transfer switch Inspect closely for any dam age that might have occurred during shipment The purchaser must file with the carrier any claims for loss or damage incurred while in transit Check that all packing material is completely removed from the Switch prior to installation 1 3 EQUIPMENT DESCRIPTION The automatic transfer switch is used for transferring electrical load from a UTILITY NORMAL power source to an GENERATOR STANDBY power source Such a transfer of electrical loads occurs automatica
8. Power Source and Load Lines 4 2 4 Connecting Start Circuit Wires 4 2 5 Overload Prevention Control Board OPCB 4 2 6 Connection of Power Supply for Contactors 2 6 1 24 VAC Supply 6 202 120 VAG SUDD e esc tavit exeo E casque 6 ETENIM ETT TT 6 3 1 Functional Tests amp Adjustments nnns 6 3 2 Manual y 3 2 1 Close to Utility Source SIUC ott hene ans 7 3 2 2 Close to Generator Source Side 3 2 9 Return to Utility Source 3 3 Voltage Checks cerne ertet trompe 8 3 4 Generator Tests Under 0 3 5 Checking Automatic Operation 0 3 6 Testing Overload Prevention Control Board OPCB 9 o Installation oll tiff 9 NOIES NEED 10 Installation 11 Manual del propietario 19 Manuel de l utilisateur 31 SAVE THESE INSTRUCTIONS Read the fol lowin
9. To control an air conditioner no additional equipment is required Internal relays interrupt the thermostat 24VAC control signal to disable the air conditioner load Installation Priority 3 and 4 have connections for one contactor only Four LEDs located on the Overload Prevention Control Board will indicate when a load priority level is enabled When loads are connected the LEDs will be illuminated e Any loads including central air conditioners can be controlled via a contactor that must be purchased separately Up to four contactors can be controlled by the Overload Prevention Control Board 24 Vac or 120 Vac is supplied through the OPCB to energize each contactor coil Generator overload condition is determined by generator fre quency Loads are shed when the frequency is 58Hz for seconds or 50Hz for Second For 60Hz The OPCB has a Test button which forces the unit to act as if an overload has occurred This button operates even when the trans fer signal is inactive Figure 1 2 Overload Prevention Control Board 0 Ground e c5 RE D Air Conditioner Connections Up to two A Cs can be controller here via their low voltage thermostat wires Status LEDs Shows which loads are currently allowed to run Load Connections Up to four loads of any type can be controlled via these connections Aseparate contactor module is required 1 4 TRANSFER SWITCH DAT
10. could endanger personal safety and or property As This symbol points out potential explosion hazard This symbol points out potential fire hazard This symbol points out potential electrical shock hazard GENERAL HAZARDS e Any AC generator that is used for backup power if a NORMAL UTILITY power source failure occurs must be isolated from the NORMAL UTILITY power source by means of an approved transfer switch Failure to properly isolate the NORMAL and STANDBY power sources from each other may result in injury or death to electric utility workers due to backfeed of electrical energy Improper or unauthorized installation operation service or repair of the equipment is extremely dangerous and may result in death serious personal injury or damage to equipment and or personal property Extremely high and dangerous power voltages are present inside an installed transfer switch Any contact with high voltage terminals contacts or wires will result in extremely hazardous and possibly LETHAL electric shock DO NOT WORK ON THE TRANSFER SWITCH UNTIL ALL POWER VOLTAGE SUPPLIES TO THE SWITCH HAVE BEEN POSITIVELY TURNED OFF Competent qualified personnel should install operate and ser vice this equipment Adhere strictly to local state and national electrical and building codes When using this equipment comply with regulations the National Electrical Code NEC CSA Standard C22 1 Canadian Electric Code and Occupational
11. 00A symmetrical amperes 240 VAC maximum Figure 1 1 Typical ATS Transfer Mechanism UTILITY LUGS inpr o M GENERATOR LUGS E1 amp E2 P LOAD LUGS T1 amp T2 1 3 2 UTILITY SERVICE DISCONNECT CIRCUIT BREAKER The utility service and generator disconnect circuit breakers for the 100 amp models are e 2 pole e 120 240VAC 100A e 90 60 Hertz e Heating Air Conditioning and Refrigeration HACR rated e Wire range 1 8 AWG e The conductor tightening torque is 50 in Ibs The utility service circuit breaker for the 150 200 amp models are Type 225AF 2 pole 120 240VAC 150A 200A 50 60 Hertz Wire range 300 MCM 6 STR Line 250 MCM 6 STR Load ATS The conductor tightening torque is 375 in Ibs Line 275 in lbs Load ATS 1 3 8 OVERLOAD PREVENTION CONTROL BOARD OPCB The Overload Prevention Control Board is designed to prevent an overload on the generator when it is supplying the customer loads see Figure 1 2 Up to six loads can be managed by the OPCB 2 air conditioner loads and 4 other loads The OPCB manages the loads by shedding the connected loads in the event of a drop in generator frequency overload Loads to be shed are grouped in 4 priority levels on the OPCB e Priority 1 and 2 has connections for both one air conditioner and one contactor Both an air conditioner and a contactor can be used at the same time if desired
12. A DECAL A DATA DECAL is permanently affixed to the transfer switch enclo sure Use this transfer switch only with the specific limits shown on the DATA DECAL and on other decals and labels that may be affixed to the switch This will prevent damage to equipment and property When requesting information or ordering parts for this equipment make sure to include all information from the DATA DECAL Record the Model and Serial numbers in the space provided below for future reference MODEL SERIAL o 1 5 TRANSFER SWITCH ENCLOSURE The standard switch enclosure is a National Electrical Manufacturer s Association NEMA and UL 3R type UL and NEMA indoor outdoor rated type enclosures primarily provide a degree of protection against falling rain and sleet undamaged by the formation of ice on the enclosure 1 6 SAFE USE OF TRANSFER SWITCH Before installing operating or servicing this equipment read the SAFETY RULES inside front cover carefully Comply strictly with all SAFETY RULES to prevent accidents and or damage to the equipment The manufacturer recommends that a copy of the SAFETY RULES are posted near the transfer switch Also be sure to read all instructions and information found on tags labels and decals affixed to the equipment Three publications that outline the safe use of transfer switches are the following e NFPA 70 National Electrical Code NFPA 70 Standard for Electrical Safety in the Wo
13. Data section consist of UTILITY 1 N1 UTILITY 2 N2 and LOAD T1 and leads 23 0 and 194 Recommended wire gauge sizes for this wiring depends on the length of the wire as recommended in the following chart MAXIMUM WIRE LENGTH WIRE 460 feet 140m No 18 AWG 461 to 730 feet 223m No 16 AWG 731 to 1 160 feet 354m No 14 AWG 1 161 to 1 850 feet 565m No 12 AWG 25 OVERLOAD PREVENTION CONTROL BOARD OPCB The OPCB can control an air conditioner 24 Vac directly or a separate contactor 24 Vac or 120 Vac operating coil which can control any load connected to it See Figure 2 2 The Power Management Module PMM is not supplied with the transfer switch It can be purchased separately from the manufacturer The PMM is for use with the Overload Prevention Control Board OPCB mounted in the transfer switch The OPCB designed and connected to power the PMM contactor operating coil The OPCB is supplied by a 24 Vac supply class 2 power sup ply transformer connected to the LOAD supply in the RTS Each output is limited to 1 amp The PMM contactor coil connections are made at the OPCB terminal strip Connect the PMM contactor coil to OPCB contactor terminals 1 2 3 Or 4 The selection of contactor terminal used will depend on the priority of the load being controlled This is a 24 Vac circuit and wiring methods for class 2 should be used Use 1 4 quick connect terminals to make the contactor c
14. Owner s Manual Automatic Transfer Switch TRAN TRANSFER SWITCH SWITCH DANGER NOT INTENDED FOR USE IN CRITICAL LIFE SUPPORT APPLICATIONS THIS PRODUCT CAN BE INSTALLED BY THE HOMEOWNER HOWEVER IF YOU ARE UNCOMFORTABLE WITH THE SKILLS OR TOOLS REQUIRED HAVE A QUALIFIED ELECTRICIAN OR REFERENCE THE OWNER S MANUAL CONTRACTOR PERFORM THE INSTALLATION SUPPLIED WITH THE GENERATOR WHEN USING THIS DOCUMENTATION d EXHAUST FUMES OUTDOOR INSTALLATION This manual should remain with the unit 5 Safety Rules Inside Front Cover General 2 MNO TO mm 2 i Fe Ae 0 072 2 1 3 Eguipment 2 1 3 1 Transfer Switch 2 1 3 2 Utility Service Disconnect Circuit 2 1 3 3 Overload Prevention Control Board OPCB 2 1 4 Transfer Switch Data Decal 5 ese 3 1 5 Transfer Switch 5 9 1 6 Safe Use Of Transfer 3 installation 3 2 4 Introduction to 51 3 V MET LT RETE E A 3 2 3 Connecting
15. RANSFER SWITCH IS NOW ELECTRICALLY HOT CONTACT WITH LIVE TERMINALS RESULTS IN EXTREMELY HAZARDOUS AND POSSIBLY FATAL ELECTRICAL SHOCK 2 With an accurate AC voltmeter check for correct voltage Measure across ATS terminal lugs N1 and N2 Also check N1 to NEUTRAL and N2 to NEUTRAL 3 When certain that UTILITY supply voltage is correct and compat ible with transfer switch ratings turn OFF the UTILITY supply to the transfer switch 4 Set the generator to the MANUAL mode The generator should crank and start 9 Let the generator stabilize and warm up at no load for at least five minutes 6 Set the generator s main circuit breaker CB1 to its ON or CLOSED position A DANGER PROCEED WITH CAUTION GENERATOR OUTPUT VOLTAGE IS NOW BEING DELIVERED TO TRANSFER SWITCH TERMINALS CONTACT WITH LIVE TERMINALS RESULTS IN EXTREMELY DANGEROUS AND POSSIBLY FATAL ELECTRICAL SHOCK 7 With an accurate AC voltmeter and frequency meter check the no load voltage and frequency Measure across ATS terminal lugs E1 to E2 Also check E1 to NEUTRAL and E2 to NEUTRAL d dist isi CY RC 60 62 Hertz b Terminals E1 to E2 240 246 VAC c Terminals E1 to NEUTRAL 120 123 VAC d Terminals E2 to NEUTRAL 120 123 VAC 8 Set the generator s main circuit breaker CB1 to its OFF or OPEN position 9 Set the generator to the OFF mode to shut down the generator NOTE Do NOT procee
16. al HANDLE is shipped with the transfer switch Manual operation must be checked BEFORE the transfer switch is operated electrically check manual operation proceed as follows 1 Putthe generator into the OFF mode 2 Turn OFF both UTILITY service disconnect circuit breaker and GENERATOR generator main line circuit breaker power supplies to the transfer switch 3 Note position of transfer mechanism main contacts by observing the moveable contact carrier arm This can be viewed through the long narrow slot in the inside cover of the ATS The top of the moveable contact carrier arm is yellow to be easily identified Manual operation handle in the UP position LOAD terminals T1 T2 are connected to UTILITY terminals N1 N2 Manual operation handle in the DOWN position LOAD termi nals T1 T2 are connected to EMERGENCY terminals E1 CAUTION Do not use excessive force when operating the transfer switch manually or damage could be done to the manual handle 3 2 1 CLOSE TO UTILITY SOURCE SIDE Before proceeding verify the position of the switch by observing the position of manual operation handle in Figure 3 1 If the handle is UP the contacts are closed in the NORMAL UTILITY position no further action is required If the handle is DOWN proceed with Step 1 otep 1 With the handle inserted into the moveable contact carrier arm move handle UP Be sure to hold on to the handle as it will move quic
17. ardous if performed incorrectly or care lessly Observe them carefully Their definitions are as follows A DANGER After this heading read instructions that if not strictly complied with will result in serious personal injury including death WARNING California Proposition 65 Engine exhaust and some of its constituents are known to the state of California to cause cancer birth defects and other reproductive harm WARNING California Proposition 65 This product contains or emits chemicals known to the state of California to cause cancer birth defects and other reproductive harm Safety Rules A WARNING After this heading read instructions that if not strictly complied with could result in serious personal injury including death CAUTION After this heading read instructions that if not strictly complied with might result in minor or moderate injury NOTE After this heading read instructions that if not strictly complied with may result in damage to equipment and or property These safety warnings cannot eliminate the hazards that they indicate Common sense and strict compliance with the special instructions while performing the service are essential to prevent ing accidents Four commonly used safety symbols accompany the DANGER WARNING and CAUTION blocks The type of information each indicates follows This symbol points out important safety infor mation that if not followed
18. be damaged Figure 2 4 120 Vac Supply Connections Jumper Wire T1toLoad Supply 1 Factory re T1 Factory Wiring 00 Factory Jumper Wire Neutralto Load Supply 2 3 1 FUNCTIONAL TESTS AND ADJUSTMENTS Following transfer switch installation and interconnection inspect the entire installation carefully A competent qualified electrician should inspect it The installation should comply strictly with all applicable codes standards and regulations When absolutely certain the installation is proper and correct complete a functional test of the system CAUTION Perform functional tests in the exact order presented in this manual or damage could be done to the switch IMPORTANT Before proceeding with functional tests read and make sure all instructions and information in this section are understood Also read the information and instructions of labels and decals affixed to the switch Note any options or accessories that might be installed and review their operation Figure 2 3 24 Vac Supply Connections 0 Ground 194 12V 23 Transfer Factory wiring 1 LOAD 1 1A MAX 2 1A MAX 2 LOAD 3 1A MAX 2 1 LOAD 2 SBEBEEE 1A MAX Blue Black Transformer White leads fallow Field installed 3 2 MANUAL OPERATION Do NOT manually transfer under load Disconnect transfer switch from all power sources by approved means such as the main circuit breaker s A manu
19. d Generator supply conductors inside the enclosure Before connecting wiring cables to terminals remove any surface oxides from the cable ends with a wire brush If ALUMINUM con ductors are used apply corrosion inhibitor to conductors Tighten terminal lugs to the torque values on Utility Service Disconnect Circuit Breaker and on the decal located on the inside of the door After tightening terminal lugs carefully wipe away any excess cor rosion inhibitor CAUTION Use a torque wrench to tighten the conductors being sure not to overtighten or damage to the switch base could occur If not tightened enough a loose connection would result causing excess heat which could damage the switch base Connect power source load conductors to clearly marked transfer mechanism terminal lugs as follows 1 Connect UTILITY NORMAL power source cables to UTILITY SERVICE DISCONNECT circuit breaker 2 Connect the GENERATOR STANDBY source power cables to switch terminals E1 E2 3 Connect customer LOAD leads to switch terminals T1 T2 Conductors must be properly supported of approved insulative qualities protected by approved conduit and of the correct wire gauge size in accordance with applicable codes Be sure to maintain proper electrical clearance between live metal parts and grounded metal Allow at least 1 2 inch for 100 400 amp circuits 2 4 CONNECTING START CIRCUIT WIRES Control system interconnections Electrical
20. d until generator AC output voltage and frequen cy are correct and within stated limits If the no load voltage is correct but no load frequency is incorrect the engine governed speed may require adjustment If no load frequency is correct but voltage is not the voltage regulator may require adjustment 3 4 GENERATOR TESTS UNDER LOAD 1 Set the generator s main circuit breaker to its OFF or OPEN position 2 set the UTILITY SERVICE DISCONNECT circuit breaker to the OFF or OPEN position 3 Manually actuate the transfer switch main contacts to their GENERATOR STANDBY position Refer to Manual Operation 4 To start the generator put it into the MANUAL mode When engine starts let it stabilize for a few minutes 5 Turn the generator s main circuit breaker to its ON or CLOSED position The generator now powers all LOAD circuits Check generator operation under load as follows Turn ON electrical loads to the full rated wattage amperage capacity of the generator DO NOT OVERLOAD With maximum rated load applied check voltage and frequen across transfer switch terminals E1 and E2 Voltage should be greater than 230VAC and frequency should be greater than 59 Hertz Also verify that the gas pressure remains within acceptable parameters see the generator Installation Guidelines manual Let the generator run under rated load for at least 30 minutes With unit running listen for unusual noises vibration over heatin
21. g etc that might indicate a problem 6 When checkout under load is complete turn the generator s main circuit breaker to its OFF or OPEN position 7 Let the generator run at no load for several minutes Then shut down by putting it into the OFF mode 3 5 CHECKING AUTOMATIC OPERATION To check the system for proper automatic operation proceed as follows 1 Ensure that the generator is in it s OFF mode 2 Install front cover of the transfer switch 3 Turn ON the utility power supply to the transfer switch using the means provided such as a utility main line circuit breaker NOTE Transfer Switch will transfer back to utility position 4 Setthe generator s main circuit breaker to its ON or CLOSED position Push the generator s AUTO mode button The system is now ready for automatic operation 6 Turn OFF the utility power supply to the transfer switch With the generator ready for automatic operation the engine should crank and start when the utility source power is turned OFF after a 10 second delay factory default setting After starting the transfer switch should connect load circuits to the standby side after a five 5 second delay Let the system operate through its entire automatic sequence of operation With the generator running and loads powered by generator AC output turn ON the utility power supply to the transfer switch The following should occur e After approximately 15 seconds the switch
22. g information carefully before attempting to install operate or service this equipment Also read the instructions and information on tags decals and labels that may be affixed to the transfer switch Replace any decal or label that is no longer legible DANGER Connection of a generator to an elec trical system normally supplied by an electric utility shall be by means of suitable transfer equipment so as to isolate the electric system from utility distribution system when the gen erator is operating Article 701 Legally Required Standby Systems or Article 702 Optional Standby Systems as applicable Failure to iso late electric system by these means may result in damage to generator and may result in injury or death to utility workers due to backfeed of electrical energy The manufacturer cannot anticipate every possible circumstance that might involve a hazard The warnings in this manual and on tags and decals affixed to the unit are therefore not all inclusive If using a procedure work method or operating technique the manu facturer does not specifically recommend ensure that it is safe for others Also make sure the procedure work method or operating technique chosen does not render the transfer switch unsafe Throughout this publication and on tags and decals affixed to the generator DANGER WARNING CAUTION and NOTE blocks are used to alert personnel to special instructions about a particular operation that may be haz
23. kly after the center of travel otep 2 Remove manual operating handle from moveable contact carrier arm Return handle to storage bracket 3 2 2 CLOSE TO GENERATOR SOURCE SIDE Before proceeding verify the position of the switch by observ ing the position of the manual operation handle in Figure 3 1 If the handle is DOWN the contacts are closed in the GENERATOR STANDBY position No further action is required If the handle is UP proceed with Step 1 Step 1 With the handle inserted into the moveable contact carrier arm move the handle DOWN Be sure to hold on to the handle as it will move quickly after the center of travel otep 2 Remove manual operating handle from moveable contact carrier arm Return handle to storage bracket 3 2 3 RETURN TO UTILITY SOURCE SIDE otep 1 Manually actuate switch to return manual operating handle to the UP position otep 2 Remove manual operating handle from moveable contact carrier arm Return handle to storage bracket Figure 3 1 Actuating Transfer Switch Attach handle to actuating shaft Move handle UP for the NORMAL UTILITY position NOTE Return handle to storage position in enclosure when finished with manual transfer Move handle DOWN for the EMERGENCY STANDBY position 3 3 VOLTAGE CHECKS 1 Turn ON the UTILITY power supply to the transfer switch using the UTILITY SERVICE DISCONNECT circuit breaker A DANGER PROCEED WITH CAUTION THE T
24. lly when the UTILITY power source has failed or is substantially reduced and the GENERATOR source voltage and frequency have reached an acceptable level The transfer switch prevents electrical feedback between two different power sources such as the UTILITY and GENERATOR sources and for that reason codes require it in all standby electric system installations The transfer switch consists of a transfer mechanism UTILITY SERVICE DISCONNECT circuit breaker a control relay fuses ter minal strip and fuse holder for connection of sensing wires This transfer switch is suitable for use as service equipment 1 3 1 TRANSFER SWITCH MECHANISM These switches Figure 1 1 are used with a single phase system when the single phase NEUTRAL line is to be connected to a Neutral Lug and is not to be switched solderless screw type terminal lugs are standard switch Wire Conductor Tighening _ Rating me Tore This transfer switch is suitable for control of motors electric dis charge lamps tungsten filament and electric heating equipment where the sum of motor full load ampere ratings and the ampere ratings of other loads do not exceed the ampere rating of the Switch and the tungsten load does not exceed 30 percent of the switch rating This UL listed transfer switch is for use in optional standby sys tems only NEC article 702 2 This transfer switch is suitable for use on a circuit capable of 22 000 rms 200A and 10 000 1
25. necessary to turn the generator off during prolonged utility outages to conserve on fuel educate them on these simple but important steps To turn the generator OFF while running in AUTO and online 1 Turn OFF or OPEN the main Utility disconnect 2 Turn OFF or OPEN the Main Line Circuit Breaker MLCB on the generator 3 the generator OFF To turn the generator back ON 1 Put the generator back into AUTO and allow to start and warm up for a few minutes 2 Turn ON or CLOSE the MLCB on the generator The system will now be operating in its automatic mode The main utility disconnect can be turned ON or CLOSED but to shut the unit off this complete process must be repeated 10 JZIS JLIDWINHO sf 3 1 91 5 EE TJ3IdAL JU 4 l NDILVOD 1 Asal lddAS aASWOLSND AIO Yd Installation Diagrams mE S3 V Id e 2215 LINGNOD 2 1 1 v 1 1 al 31891105 LfnD 9LDN I 539 id 2 23215 LINGNOS Lave 11 8 1 1 v 1 1 L 0 0c Wwp 80S AD 31891105 LOD OUN I 09 HJGE 99 Sd 10H DNILNPLIW WOIdAL one reel LeG clIWW8Te lt eo D gt 2 L d S L d o0 i T 2 c lt E 19 qm 2 o qm 11 N N q N x o Oo gt c i
26. oil connections on the PMM See Figure 2 3 A grommet is provided to route Class 2 wiring through The grom met can be used in any knockout for NEMA 1 installations The grommet can only be used in the bottom knockouts for NEMA SR installations Installation Figure 2 1 Overload Prevention Control 0 Ground eS 77 Y wire T Y wire Control of Air Conditioner Load 1 Route the thermostat cable from the furnace to the outdoor air conditioner unit to the transfer switch 2 Connect the wire to the terminal strip terminals Air 1 on the OPCB as shown in Figure 2 2 These are normally closed contacts which open upon load shed conditions Route ther mostat wire away from High voltage wires 3 If required connect the second air conditioner to the terminal strip terminals Air 2 Contact Ratings Air 1 amp 2 24 VAC 5 0 Amps Max NOTE These instructions are for a typical air conditioner installation Control of heat pump and 2 stage air conditioners will require special connections or the use of Power Management Modules to control the loads 23 Transfer N LOAD LOAD 2 1A MAX LOAD 1A MAX LOAD 4 1A Supply PMM 1 Load 1 Supply 2 Load 2 wires Supply H PMM 3 Load 3 Supply Control of a Separate Contactor A separate contactor relay module can be purchased from the manufacturer This model is su
27. pplied in a 24 Vac or 120 Vac coil version 1 Mountthe contactor module and connect the load to the main contacts 2 Connect the contactor coil to the desired OPCB L1 L4 termi nals on the terminal strip 3 Connect additional Power Management Module contactors in a similar fashion NOTE It will be necessary to determine the order of shedding the connected loads and connect the loads to the OPCB in that order One is the highest priority and four is the lowest priority Operation Oe 2 6 CONNECTION OF POWER SUPPLY FOR CONTACTORS The Overload Prevention Control Board OPCB can be powered from either a 24 Vac or 120 Vac power supply The 24 Vac sup ply is from a class 2 transformer that can be purchased from the manufacturer Mounting holes are provided in the enclosure sub plate for mounting of the transformer The 120 Vac supply is fused at 5 amps and is factory connected to OPCB terminals labeled T1 and Neutral 2 6 1 24 VAC SUPPLY Transformer connection are made as shown in Figure 2 3 e Blue wire OPCB LOAD SUPPLY 1 terminal Black wire OPCB T1 terminal White wire OPCB NEUTRAL terminal Yellow wire OPCB LOAD SUPPLY 2 terminal 2 6 2 120 VAC SUPPLY Install the following jumpers on the OPCB Figure 2 4 e Load Supply 1 to T1 e Load Supply 2 to Neutral CAUTION Load supply voltage on the OPCB terminals must match the PMM contactor coil voltage or the equipment will
28. rkplace e UL 1008 STANDARD FOR SAFETY AUTOMATIC TRANSFER SWITCHES NOTE It is essential to use the latest version of any standard to ensure correct and current information 2 1 INTRODUCTION TO INSTALLATION This equipment has been wired and tested at the factory Installing the switch includes the following procedures e Mounting the enclosure e Connecting power source leads and load leads e Connecting the generator sensing and transfer relay circuits e Connecting any auxiliary contact if needed e Connect Overload Prevention Control Board loads as required e Testing functions 2 2 MOUNTING Mounting dimensions for the transfer switch enclosure are in this manual Enclosures are typically wall mounted See the Installation Diagram CAUTION Handle transfer switches carefully when install ing Do not drop the switch Protect the switch against impact at all times and against con struction grit and metal chips Never install a transfer switch that has been damaged Installation This transfer switch is mounted in a UL type 3R enclosure It can be mounted outside or inside and should be based on the layout of installation convenience and proximity to the utility supply and load center Install the transfer switch as close as possible to the electrical loads that are to be connected to it Mount the switch vertically to a rigid supporting structure To prevent switch distortion level all mounting points
29. should transfer loads back to the utility power source e Approximately one minute after re transfer the engine should shut down With the generator in the AUTOMATIC mode the system is now set for fully automatic operation 3 6 TESTING OVERLOAD PREVENTION CONTROL BOARD OPCB A Test pushbutton is provided on the bottom of the OPCB to test the operation of the tested functions The Test button will work when the ATS is in the Utility or the Generator position 1 Turn the Utility supply on to the ATS 2 Pressthe TEST pushbutton on the OPCB 3 Verify that all of the connected loads to be shed become disabled The method of verification will depend on the type of load 4 After five 5 minutes verify AC 1 and Load 1 are energized status LED AC 1 and Load 1 is ON 5 After another 15 seconds verify AC 2 and Load 2 are ener gized Status LED AC 2 and Load 2 are ON 6 After another 15 seconds verify Load 3 is energized Status Load 3 is ON 7 After another 15 seconds verify Load 4 is energized Status Load 4 is ON 3 7 INSTALLATION SUMMARY Ensure that the installation has been properly performed as outlined by the manufacturer and that it meets all applicable laws and codes 2 Test and confirm proper operation of the system as outlined in the appropriate installation and owner s manuals 3 Educate the end user on the proper operation maintenance and service call procedures Important If the end user ever finds it

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