Honeywell 10260S Installation, Operation And Maintenance Manual

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Page 1

10260S HercuLine® Smart Actuator

Installation, Operation and

Maintenance Manual

Doc. No.: 62-86-25-08 Revision: 5 Date: 7/07

Honeywell Field Solutions

Page 2

Notices and Trademarks

Revision 5 July 2007

Warranty/Remedy

Honeywell warrants goods of its manufacture as being free of defective materials and faulty workmanship. Contact your local sales office for warranty information. If warranted goods are returned to Honeywell during the period of coverage, Honeywell will repair or replace without charge those items it finds defective. The foregoing is Buyer's sole remedy and is in lieu of all other warranties, expressed or implied, including those of merchantability and fitness for a particular purpose. Specifications may change without notice. The information we suppl y is believed to be accurate and reliable as of this printing. However, we assume no responsibility for its use.

While we provide application assistance personally, throug h our literature and the Honeywell web site, it is up to the customer to determine the suitability of the product in the application.

CE Conformity

This product conforms with the protection requirements of the following European Council Directive: 89/336/EEC, the EMC directive and 73/23/EEC, the Low Voltage Directive. Conformance of this product with any other “CE Mark” Directive(s) shall not be assumed.

Attention

The emission limits of EN 50081-2 are designed to provide reasonable protection against harmful interference when this equipment is operated in an industrial environment. Operation of this equipment in a residential ar ea may cause harmful interference. This equipment generates, uses, and can radiate radio frequenc y energy and may cause interference to radio and television reception when the equipment is used closer than 30 m to the antenna(e). In special cases, when highly susceptible apparatus is used in close proximity, the user may have to employ additional mitigating measures to further reduce the electromagnetic emissions of this equipment

Industrial Measurement and Control

Honeywell

1100 Virginia Drive

Fort Washington, PA 19034

LeaderLine and Herculine are U.S. registered trademarks of Honeywell

Other brand or product names are trademarks of their respective owners.

ii 10260S HercuLine® Actuator Installation, Operation and Maintenance Manual Revision 5 7/07

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About This Document

Abstract

This manual describes the installation, set up, operation, maintenance, and troubleshooting of the 10260S series of Smart Actuators.

References

The following list identifies all documents that may be sources of reference for material discussed in this publication.

Document Title Doc ID

Herculine 10260 S Smart Actuator Specification and Model Selection Guide

Modbus® RTU Serial Communications User Manual Modbus

Communication Interface for Smart Actuator HercuLink User Manual 62-86-25-11 Installation and Operation Manual Hart Communications 62-86-25-12

RTU Serial Communications User Manual

62-86-03-12

51-52-25-66

51-52-25-103

Contacts

World Wide Web

The following lists Honeywell’s World Wide Web sites that will be of interest to our customers.

Honeywell Organization WWW Address (URL)

Corporate http://www.honeywell.com Industrial Measurement and Control http://www.honeywell.com/imc

Telephone

United States and Canada Honeywell

Organization Phone Number

1-800-423-9883 Tech. Support 1-888-423-9883 Q&A Faxback (TACFAQS) 1-800-525-7439 Service

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Symbol Definitions

The following table lists those symbols used in this document to denote certain conditio ns.

Symbol Definition

This DANGER symbol indicates an imminently hazardous situation, which, if not avoided, will result in death or serious injury.

This WARNING symbol indicates a potentially hazardous situation, which, if not avoided, could result in death or serious injury.

This CAUTION symbol may be present on Control Product instrumentation and literature. If present on a product, the user must consult the appropriate part of the accompanying product literature for more information.

This CAUTION symbol indicates a potentially hazardous situation, which, if not avoided, may result in property damage.

WARNING

PERSONAL INJURY: Risk of electrical shock. This symbol warns the user of a

potential shock hazard where HAZARDOUS LIVE voltages greater than 30 Vrms,

42.4 Vpeak, or 60 Vdc may be accessible. Failure to comply with these instructions could result in death or serious injury.

ATTENTION, Electrostatic Discharge (ESD) hazards. Observe precautions for handling electrostatic sensitive devices

Protective Earth (PE) terminal. Provided for connection of the protective earth (green or green/yellow) supply system conductor.

Functional earth terminal. Used for non-safety purposes such as noise immunity improvement. NOTE: This connection shall be bonded to protective earth at the source of supply in accordance with national local electrical code requirements.

Earth Ground. Functional earth connection. NOTE: This connection shall be bonded to Protective earth at the source of supply in accordance with national and local electrical code requirements.

Chassis Ground. Identifies a connection to the chassis or frame of the equipment shall be bonded to Protective Earth at the source of supply in accordance with national and local electrical code requirements.

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Contents..................................................................................................v

1. Introduction ........................................................................................1

Product Description......................................................................................................1

Applications..................................................................................................................1

Features .......................................................................................................................2

Honeywell Linkage Kits ................................................................................................5

HAL Software Application.......................................................................................................5

2. Specifications.....................................................................................7

Technical and Operating Specifications.......................................................................7

Model Selection Guide ...............................................................................................11

Contents

3. Installation........................................................................................13

Installation Overview ..................................................................................................13

Before Starting............................................................................................................14

Installation Considerations...................................................................................................14

Actuator Mounting ......................................................................................................14

Outline Dimension Drawings................................................................................................14

Mechanical Installation...............................................................................................17

Linkage Set-up.....................................................................................................................17

Electrical Installation...................................................................................................22

4. Set Up and Calibration Procedures

Overview.....................................................................................................................28

Local Display and Keypad..........................................................................................28

Set Up Tips.................................................................................................................30

Set Up Groups............................................................................................................30

Set Up Procedure.......................................................................................................32

Input Set Up Group.....................................................................................................34

Equal Percentage Valve Characteristic................................................................................37

Quick Opening Valve Characteristic.....................................................................................38

..................................................28

Relays Set Up Group..................................................................................................39

Relay Examples...................................................................................................................41

Current Out Set Up Group..........................................................................................43

Communications Set Up Group..................................................................................45

Digital Input Set Up Group .........................................................................................46

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Contents

Display Set Up Group.................................................................................................46

Lock Set Up Group.....................................................................................................47

Set/Change Password .........................................................................................................48

Read Status Set Up Group.........................................................................................49

Drive Set Up Group....................................................................................................50

Set Tag Name......................................................................................................................52

Maintenance Set Up Group........................................................................................53

CAL POSOUT Group .................................................................................................55

Auto - Manual Drive Switch........................................................................................55

Calibration ..................................................................................................................57

Setting End-of-Travel Limit Switches (actuators mfd. pre-1/1/03) .............................67

Setting End-of-Travel Limit Switches (actuators mfd. after 1/1/03)............................68

Setting Auxiliary Switches (actuators mfd. pre-1/1/03) ..............................................70

Setting Auxiliary Switches (actuators mfd. after 1/1/03).............................................73

5. Start-Up/Operation...........................................................................74

Power Up Diagnostics................................................................................................74

Operations Checklist ..................................................................................................74

Operating the Local Display at High Temperatures...................................................75

Operating Displays.....................................................................................................75

Motor Stall ..................................................................................................................75

Non-Contact Sensor Operation..................................................................................76

Remote Setpoint Operation........................................................................................76

Regions of Motor Travel.............................................................................................77

6. Control Applications ..........................................................................78

Split Range.................................................................................................................78

Master/Slave Arrangement.........................................................................................79

7. Maintenance.....................................................................................85

Basic Maintenance.....................................................................................................85

Spur Gear Lubrication..........................................................................................................85

Replacement Procedures...........................................................................................87

8. Replacement/Recommended Spare Parts

Linkage Parts/Kits.......................................................................................................96

Honeywell Actuator Linkage Analysis Software (HAL)...............................................96

.......................................89

9. Troubleshooting................................................................................97

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Introduction.................................................................................................................97

Troubleshooting Procedures ......................................................................................98

Appendix A - 10260S Configuration Record Sheet.............................105

Index ...................................................................................................109

Contents

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Contents

Tables

Table 1 Specifications - General.............................................................................................................................7

Table 2 Recommended Minimum Wire Size............................................................................................................22

Table 3 Actuator Terminal Connections...................................................................................................................24

Table 4 Keypad Description..................................................................................................................................... 29

Table 5 Set Up Tips..................................................................................................................................................30

Table 6 Set Up Groups .............................................................................................................................................31

Table 7 Set Up Procedure Using Display and Keypad.............................................................................................32

Table 8 Input Set Up Group Parameters...................................................................................................................34

Table 9 Equal Percentage Valve Characteristic Table...............................................................................................37

Table 10 Quick Opening Valve Characteristic Table................................................................................................38

Table 11 Relay Set Up Group Parameters.................................................................................................................39

Table 12 Relay Type Descriptions............................................................................................................................40

Table 13 Current Out Set Up Group Parameters......................................................................................................43

Table 14 Communications Set Up Group Parameters ..............................................................................................45

Table 15 Digital Input Set Up Group Parameters.....................................................................................................46

Table 16 Display Set Up Group Parameters.............................................................................................................46

Table 17 Lock Set Up Group Parameters.................................................................................................................47

Table 18 Read Status Set Up Group Parameters ......................................................................................................49

Table 19 Drive Set Up Group Parameters ................................................................................................................50

Table 20 Maintenance Set Up Group Parameters.....................................................................................................53

Table 21 CAL POSOUT Group Parameters.............................................................................................................55

Table 22 Auto - Manual Switch Functions...............................................................................................................56

Table 23 Input Calibration Procedure.......................................................................................................................60

Table 24 Motor Calibration Procedure.....................................................................................................................61

Table 25 Output Calibration Procedure....................................................................................................................62

Table 26 Slidewire Emulation Calibration Procedure...............................................................................................63

Table 27 Non Contact Sensor Calibration Procedure...............................................................................................65

Table 28 Load NCS Factory Calibration..................................................................................................................66

Table 29 Typical Operating Displays.......................................................................................................................75

Table 30 Split Range Set Up Procedure ...................................................................................................................78

Table 31 Spur Gear Lubrication Procedure..............................................................................................................85

Table 32 Motor Drive Fuse Replacment Procedure..................................................................................................87

Table 33 Relay PWA Replacement Procedure.........................................................................................................88

Table 34 Observable Symptoms of Failure..............................................................................................................97

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Figures

Figure 1 10260S Smart Actuator................................................................................................................................2

Figure 2 10260S Internal View...................................................................................................................................3

Figure 3 Outline and Dimensions of Herculine Models 10261S, -62S, -64S, -66S, -67S, -68S, and -69S Actuators15

Figure 4 Outline and Dimensions of Herculine Models 10263S and 10265S Actuators.......................................... 16

Figure 5 Constant Torque Linkage...........................................................................................................................17

Figure 6 Constant Torque Profile.............................................................................................................................17

Figure 7 Variable Torque Linkage ...........................................................................................................................18

Figure 8 Variable Torque Profile..............................................................................................................................18

Figure 9 Turnbuckle Linkage Kit.............................................................................................................................19

Figure 10 Pipe Leakage Kit......................................................................................................................................19

Figure 11 Standard 5-Inch Crank Arm.....................................................................................................................20

Figure 12 Projecting Scale Option Exploded View..................................................................................................21

Figure 13 Actuator Terminal Connections ...............................................................................................................26

Figure 14 Modbus terminals......................................................................................................................................26

Figure 15 10260S Display and Keypad.................................................................................................................... 28

Figure 16 Auto - Manual Switch..............................................................................................................................56

Figure 17 Calibration Wiring Connections (except slidewire emulation)................................................................58

Figure 18 Calibration Wiring Connections (slidewire emulation).............................................................................59

Figure 19 Location of NCS Assembly......................................................................................................................66

Figure 20 Location of Auxiliary Switches.................................................................................................................71

Figure 21 End of Travel Limit Switch Settings........................................................................................................72

Figure 22 Auxiliary Switch Settings..........................................................................................................................72

Figure 23 Terminal Block Connections for Modbus Communications....................................................................77

Figure 24 Regions of Motor Travel..........................................................................................................................77

Figure 25 Flow Diagram...........................................................................................................................................79

Figure 26 Interconnection Diagram.......................................................................................................................... 79

Figure 27 Proportional Flow Using Multiple Actuators........................................................................................... 80

Figure 28 Multiple Actuator Interconnection Diagrams...........................................................................................81

Figure 29 Interconnection Diagrams........................................................................................................................82

Figure 30 Spur Gear Location ..................................................................................................................................86

Figure 31 Power Distribution PWA and Relay PWA Locations..............................................................................87

Figure 32 Motor Drive Circuit Fuses........................................................................................................................88

Figure 33 10260S Actuator Components..................................................................................................................89

Figure 34 Test for Actuator Operation .....................................................................................................................99

Figure 35 Power Up Diagnostics............................................................................................................................100

Figure 36 Test Power Distribution PWA................................................................................................................102

Figure 37 Test AUTO - MANUAL Switch............................................................................................................103

Figure 38 Test Relay Function ............................................................................................................................... 104

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Product Description

Honeywell's 10260S industrially rated rotary smart actuators are precision engineered for exceptional reliability, accurate positioning, and low maintenance. (Figure 1) Designed for very precise positioning of

pers and quarter turn valves in the power and processing industries, the 10260S performs especially

dam well in extremely demanding environments requiring continuous-duty, high reliability, and low maintenance.

Precise positioning of the actuator is achieved through state-of-the-art motor control and positioning electronics. The motor starts and stops almost instantaneously, preventing overshoot and hunting. Positioning repeatabililty of 0.2% span or better is achievable for extremely tight process control to take full advantage of modern controllers.

A no-burnout synchronous induction motor is combined with a heavy-duty precision-machined output worm gear mesh providing a responsive, low maintenance, and non-backdriving actuator. Accidental stalls up to 100 hours can be withstood without damage to the gear train. End-of-travel limit switches are provided as standard equipment to prevent damage to the valve or damper and are backed up by mechanical stops.

1. Introduction - Product Description

1. Introduction

Honeywell electric actuators provid e instantaneous response to a demand signal, eliminating system nonlinearity due to dead time. Additionally, since the actuator is electric, the costs associated with providing and maintaining a clean, dry air supply are eliminated.

A heavy duty cast crank arm and precision rod-end bearing is provi de d wi t h each 102 60 S act uat or. Cran k arms can be positioned at any angle on the output shaft and an adjustable radius is provided to allow flexibility in linkage set-up.

All 10260S actuators are equipped with a manual handwheel for operation during loss of power or installation. A local auto/manual handswitch can be provided for local operation and has an “out of auto” contact to annunciate that condition.

Applications

Honeywell actuators have a long and respected history in the industrial actuator market. 10260S actuators are designed for precision modulation of final control devices such as dampers, vanes, fluid couplings, scoop tubes, fuel/air ratio valves, windbox dampers, and coal mill dampers, and quarter turn valves. The robustness of the design serves as the basis for long-term reliability and reduced operating costs.

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1. Introduction - Features

Local Display

and Keypad

Crank Arm and

Rod End

Top Cover

Extended

Cover

Terminal Cover

(Access to cust omer

connections)

Handwheel

Figure 1 10260S Smart Actuator

Features

Non-contact Position Sensing (NCS) with True Shaft Position Indication

Non-contact position sensing eliminates maintenance problems and nuisance shutdowns that are common with slidewire or potentiometer position sensing. The non-contact position sensor replaces the slidewire and wiper assembly for position sensing. Once calibrated, the non-contacting position sensor requires no maintenance.

The non-contact position sensing assembly consists of a position sensor and a bracket as shown in

e position sensor “spoiler” is connected directly to the output shaft, reflecting true shaft position. As the

Th output shaft rotates, the sensor “spoiler” rotates and the sensing circuit board detects the change in position. Sensing is accomplished by changing the magnetic field created by the coils in the sensing circuit board. There is no contact between circuit board and spoilers.

Auto-Manual

Switch

Figure 2.

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Slidewire Emulation

A truly unique feature, slidewire emulation allows direct replacement of existing three-wire control actuators without requiring controller changes while gaining all of the advantages of the maintenance-free non-contact sensing. This is ideal for replacement of installed actuators that cause control problems due to slidewire wear.

The slidewire emulation assembly consists of a non-contact position sensor and a bracket as shown in Figure 2. The position sensor is identical to that describ feature.

A potentiometric voltage from the controller is supplied to the slidewire emulation circuit. This voltage is ratiometrically conditioned with respect to the output shaft position from 0 to 100% and is available to the controller. Voltages of 1 to 18 Vdc are accepted and this device will emulate 100 to 1000 ohm slidewires.

Power Distribution PWA

1. Introduction - Features

ed previously in the non-contact position-sensing

Non-contact Sensor

Customer Terminal Connections behind this Cover

Extended Cover Assembly and Main PWA

Relay PWAs

Figure 2 10260S Internal View

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1. Introduction - Features

10260S Smart Electronics

Enhanced Electronics Printed Wiring Assembly (Main PWA)

An enhanced electronics printed wiring assembly (PWA) provides digital control to the 10260S actuator. The Main PWA is the central interface which features a microprocessor controlled CPU with associated flash PROM and RAM. Other features of the main PWA include an optically isolated 12-bit A/D converter for the 4 to 20 mA input signal, an isolated analog output for 4 to 20 mA output or slidewire emulation voltage, and an RS485 communications channel that supports Modbus RTU protocol. HART Communications is available as an option.

Additionally, the main PWA interfaces with:

• The local display and keypad electronics

• The local AUTO - MANUAL switch

• Digital input circuit

• Relay output PWAs

• Smart communications PWAs

Power Distribution PWA

The power distribution PWA provides power distribution of the 120/240 AC input to all actuator components. Solid-state switches on the PWA provide control for the motor drive. The power distribution PWA is directly connected to the enhanced electronics PWA in the actuator enclosure.

Relay PWA

Electromechanical relay circuit assemblies are available as an option. The 10260S actuator can be equipped with up to two relay boards, each containing two SPDT relay output circuits (for a total of four). Relay contacts can be programmed (set up) to indicate various operating conditions within the actuator, such as position range limits, deviation from input, high or low temperature limits, or input out of range.

Relays Set Up Group (page 39) for additional information.

See

Display an

d Keypad Interface

An alphanumeric display and keypad provides the HMI for local monitoring, set up and control of the actuator. The interface consists of a four character and six character alphanumeric display, LED status indicators and keys to access all operating parameter settings and view actuator-operating status.

Auto - Manual Switch

The Auto-Manual electric handswitch with auxiliary contacts indicating an "Out-of-Auto" po sition is available for local electric control. The switch provides manual control of the motor drive for actuator set up and calibration.

Self-Locking/Releasing Gear Train

The worm gear output combination is self-locking and self-releasing and maintains position upon loss of power. It is designed to hold greater than two times the rated output torque in a back-driving condition. This design provides superior reliability without the maintenance associated with o ther self-locking and brake mechanisms.

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Motor

A 100% duty cycle synchronous induction motor provides crisp and responsive movement for precise and accurate positioning. The very low current draw during operation or in stall combined with the no-burnout characteristics of the motor result in low maintenance, high reliability, and long life.

Manual Operation

A manual handwheel is provided for positioning of the actuator during power outages or initial installation. The design of the handwheel allows for positioning of the actuator safely under full load conditions.

All Position Mounting

Honeywell 10260S actuators may be mounted in any orientation making retrofit in tight locations easier.

Field Reversible

As factory shipped, the actuator is set for counter-clockwise rotation. The actuator can be set for clockwise rotation using the local keypad and display.

Customer Connections

The 10260S features dedicated wiring terminals for ease of installation. See Figure 13 for specific details.

1. Introduction - Honeywell Linkage Kits

Warr

anty Period

The 10260S actuator warranty is effective for 18 months from the date of shipment, unless otherwise noted. See full warranty statement for details.

Honeywell Linkage Kits

Honeywell turnbuckle and pipe linkage kits are available and are recommended to provide optimal positioning performance. The rod-end bearing connections eliminate all li nkage hysterisis giving accurate and repeatable positioning of the final control element. See (pa

ge 89) for available linkage parts and kits.

HAL Soft

ware Application

Honeywell has designed a linkage analysis program (HAL) that is used to design linkage set-up for your particular application. HAL is a Windows-based software program that aids you in selecting the correct size Honeywell actuator, determine the start angles, linkage length and crank length, and characterize torque profiles for dampers and valves. See your Honeywell sales representative for further information.

8. Replacement/Recommended Spare Parts

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1. Introduction - Honeywell Linkage Kits

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2. Specifications - Technical and Operating Specifications

2. Specifications

This section provides you with the technical specifications and the model selection guide for the 10260S Series Smart Actuators.

Technical and Operating Specifications

Table 1 Specifications - General

Physical

Weight 45 lb. (20.5 kg) net Enclosure

Gear Train

Mechanical Stops To prevent over-travel. Operating Temperature -30 °C to +75 °C (-20 °F to +170 °F) Storage Temperature -40 °C to +93 °C (-40°F to +200 °F) Relative Humidity 0-99 % R.H. noncondensing, over the full op erating temperature range. Scale 0 to 100 % corresponding to full crank arm travel. Crank Arm

Output Shaft

Output Torque/Full Travel Stroking Time

Rotation 90 degrees between 0 and 100% on scale, limited by mechanical stops.

Precision-machined Aluminum alloy casting, finished i n light gray powder coat epoxy.

Alloy steel, high efficiency steel spur gear primary train. Precision ground, self locking/self releasing worm gear final mesh.

Adjustable radii (1 7/16" to a maximum of 5"). Position adjustable through 360° rotation. Optional 12” crank arm adjustable 0 – 12” radii.

1" diameter, 1 1/2" long is standard on 10261S, 10262S, 10264S, 10266S, 10267S, and 10268S.

1" diameter, 2" long is standard on 10263S, 10265S and 10269S optional on other models.

Model #

10261S 10262S 10264S 10266S 10267S 10268S 10269S 10263S 10265S

Torque

Lb-ft N-M 10 15 20 27 40 55 60 80 40 55 80 110 150 200 200 270 300 400

Output Shaft Speed, sec/90

@60Hz @50Hz 10 12 20 24 40 48 60 72 20 24 40 48 60 72 40 48 60 72

Direction of Rotation Field programmable via local display and keypad. Manual Handwheel Provides a means of positioning the actuator in the event of a power failure or set-up. Lubrication Texaco Starplex 2 EP Grease

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2. Specifications - Technical and Operating Specifications

Electrical

Mains Supply

120 Vac single phase, 50 or 60 Hz 240 Vac single phase, 50 or 60 Hz

Motor

Instant start/stop, non-coasting, non-burnout, continuous duty permanent magnet synchronous induction motor. Can be stalled up to 100 hours without damage.

Motor Current = No load = full load = locked rotor

Model No.

10261S, 62S, 64S, 66S

10263S, 10265S

120 V, 50/60 Hz

0.4 A (48 VA)

1.0 A (120 VA)

0.8 A (96 VA)

240 V, 50/60 Hz

0.3 A (72 VA)

1.0 A (120 VA)

0.3 A (72 VA)

10267S, 68S, 69S

Fuses

Wickmann USA #373-1160-0-41: 1.6 Amp Fast (2)

(Motor drive control)

Loss of Power Stays in place. Local Auto - Manual

Allows local manual and automatic operation of the actuator. (Optional Feature)

Switch Limit Switches Standard - Two SPDT end of travel limits. Auxiliary Switches Optional - SPDT switches rated (10 A at 125 Vac, 5 A at 250 Vac). Relays Optional - Up to 4 SPDT switches rated (5 A at 125 Vac, 2.5 A at 250 Vac). Installation Category

(Overvoltage Category)

Category II: Energy-consuming equipment supplied from the fixed installation. Local level appliances, and industrial control equipment. (EN 61010-1)

Pollution Degree

Pollution degree 2: Normally non-conductive pollution with occasional conductivity caused by condensation. (ref. IEC 664-1)

Certifications

CE Compliance Optional CSA/UL Optional NEMA 4 Optional

Torque Settings of Crank Arm Bolts

Clamp Bolt Standard Arm (p/n 087449) (1 7/16 to 5 in. adjustment): 85 lb-ft.

Optional Long Arm (p/n 154007) (0-12 in. adjustment): 85 lb-ft.

Rod End Bolt Standard and long arms: 30-35 lb./ft

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Specifications - Actuator with Digital Electronics

Input Signals Analog: 0/4 to 20 mA

(With supplied shunt resistor for current range: 250 ohms ±0.1 % Part Number: 070756)

0/1 to 5 Vdc 0 to 10 Vdc Digital: Modbus RTU RS485 (Remote setpoint)

2. Specifications - Technical and Operating Specifications

Electrical

Input Impedance

Input

0/4 to 20 mA 1 to 5 Vdc

Input Characterization

Provides characterization of the input signal. Selections are Linear, Square Root or Custom – Equal %, Quick Opening, User Defined.

Sensitivity

0.2% to 5% of 90° span, proportional to deadband

Hysteresis Less than 0.4% of full scale. Deadband Repeatability Voltage/ Supply

0.2% to 5.0% of 90° span, adjustable. Shipped at 0.5% span.

0.2% of 90° span

0.25% of span with +10/–15% voltage change

Stability Temperature

Less than ±0.030% of span per degree C for 0 °C to 50 °C

Coefficient

Less than ±0.05% of span per degree C for –30 °C to 75

Zero Suppression 90 % of span Input Filters Selectable spike and low pass filters. Solid State Motor

Two triac switches for clockwise or counterclockwise motor operation.

Control

Input Impedance

250 ohms 10 M ohms

°C

Fail-safe Operation If input signal exceeds configured input range. Selectable and adjustable. Feedback Ssignals

0 to 20 mA, or 4 to 20 mA 0 to 5 Vdc, or 1 to 5 Vdc with 250 ohm resistor ± 0.1 % 0 to 16 Vdc with 800 ohm resistor ± 0.1 %

Slidewire Emulation

Provides output voltage ratiometric to shaft position and potentiometric to supply voltage (1-18 Vdc) without a slidewire. Emulates a 100 to 1000 ohm slidewire. 10 mA output maximum

Digital Input Contact closure: 5 Vdc provided by actuator. Power Isolation Input and output signals are isolated from power. Load Requirement

Current Out, - 0 to 1000 Ω

(4-20) Diagnostics

Self-test diagnostics of RAM, SEE memory, Configuration and Calibration at power up. Operation statistics recorded for predictive maintenance. See Maintenance Set Up Group.

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2. Specifications - Technical and Operating Specifications

Specifications – Local Display and Keypad

Display

Display Design

LED indicators Six single LEDs provide actuator status and alarm indications. Display Operating

Temperature Storage Temperature –40 °C to +93 °C (–40 °F to +200 °F)

Keys

Multi-segment LED displays that provide up to ten alphanumeric characters. Display arrangement consists of two rows:

row (Upper display) – four characters

2nd row (Lower display) – six characters.

–30 °C to +50 °C (–20 °F to +122 °F) Automatically shuts off when operating temperature exceeds +50 °C

Keypad

Six single pushbutton keys allow access to all status displays and set up group parameters.

See 4. Set Up and Calibration Procedures (page 28) for detailed information on display and keypad fu ncti on s .

Specifications – Communications

Display

Modbus Communications Option

RS 485 Serial Communication, Modbus RTU Protocol

Connection Twisted pair cable with shield Maximum loop length 600 meters (2000 feet) Communication Mode Half duplex Baud Rate 2400, 4800, 9600, 19.2K

HART Communications

HART 5 an HART 6

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Model Selection Guide

_-_

The following 10260 Smart Actuator models are covered in this manual. You can verify the model description of your actuator by comparing the model number stamped on the top cover identification plate with the following tables in this model selection guide.

Instructions

Select the desired key number. The arrow to the right marks the selection available. Make the desired selections from Tables I thru VIII using the column be low the arrow. A dot ( ) denotes unrestricted availability.

Key Number I II III IV V VI VII VIII

_ _ _ _ _ _-

_ _ -_ _ _ -

2. Specifications - Model Selection Guide

-_ _ _ _ _ -_ _ _ -_ _

KEY NUMBER - Torque and Speed

Output Torque

(lb. - ft.) (N - M)

10 (15) 10 12 10261S 20 (27) 20 24 10262S 40 (55) 40 48 10264S 60 (80) 60 72 10266S 40 (55) 20 24 10267S 80 (110) 40 48 10268S 150 (200) 60 72 10269S 200 (270) 40 48 10263S 300 (400) 60 72 10265S

TABLE I - POWER SUPPLY - SINGLE PHASE

120 VAC 60 Hz Single Phase 120 VAC 60Hz Motor 1 120 VAC 50 Hz Single Phase 120 VAC 50Hz Motor 2 220/240 VAC 60 Hz Single Phase 220/240 VAC 60Hz Motor 3 220/240 VAC 50 Hz Single Phase 220/240 VAC 50Hz Motor 4

TABLE II - ANALOG INPUT/OUTPUT SIGNALS

Input

Full Travel Stroking - Time in Seconds

60 Hz 50 Hz

4-20 mA, 0-20mA (

1-5 Vdc, 0-5 Vdc, 1-10 Vdc, 0-10Vdc

)

Selection Availability

0 _ _

Output No Analog Position Output _ 00

4-20 mA, 0-20mA ( Slidewire Emulation _ 40

TABLE III - SWITCH AND RELAY OUTPUTS (2 mech end-of-travel limits standard)

Auxiliary Switches None 00 _

and 2 Aux. SPDT Switches 20 _

Relay Outputs 4 Aux. SPDT Switches 40 _

2 Aux. + 2 Programmable Relay Outputs 22 _ 2 Programmable Relay Outputs 02 _ 4 Programmable Relay Outputs 04 _

Auto/Manual Switch None _ _ 0

One Auto/Manual Switch with Out-of-Auto Contact _ _ 1

TABLE IV - CONFIGURATION INTERFACE

Remote Local Integrally mounted local display/keypad interface 1

TABLE V - COMMUNICATIONS/PROTOCOL

Modbus RTU RS485 RS-485 Modbus compliant - standard with EEU 0 HART HART Communications Pro tocol 2

(Note 1)

None - requires HercuLink

1-5 Vdc, 0-5 Vdc, 1-10 Vdc, 0-10Vdc

)

_ 20

Revision 5 10260S HercuLine® Actuator Installation, Operation and Maintenance Manual 11 7/07

Page 22

2. Specifications - Model Selection Guide

TABLE VI - OPTIONS

Shafts Standard 0 _ _ _ _

Projecting Scale None _ 0 _ _ _

Crank Arm 5 Inch Standard _ _0 _ _

Rod Adapter None _ _ _ 0 _

Linkage Kits None _ _ _ _ 0

TABLE VII- OPTIONS

Weatherproof Weatherproof 0 _ _

Approvals

Tagging None _ _ 0

TABLE VIII - FACTORY OPTIONS

Special Manuals No Special Options (US Manual Standard) 0 _ Other None _ 0

ACCESSORIES

Handheld Configuator

(Note 3) Battery powered 232/485 converter w/cable

HART Turk Cable for Handheld Connection Rod Adapters 5/8 Inch 083338

Crank Arm 5 Inch Standard

RESTRICTIONS Restriction Available Only With Not Available With Letter Table Selection Table Selection

b c d e

VI X0XXX Key Number 10263A, 10265A, 10269A VI 0X100 Key Number 10263A, 10265A, 10269A VI 050XX, 060XX, 051XX, 061XX Key Number 10263A, 10265A, 10269A VI X0XXX NANA

5 Inch Extension 1 _ _ _ _ 3 Inch Extension

3 _ _ _ _

3/4 Inch Shaft Coupling _ 1 _ _ _ 3/4 Inch Shaft Coupling, CCW to Open _ 2 _ _ _ 1 Inch Shaft Coupling _ 3 _ _ _ 1 Inch Shaft Coupling, CCW to Open _ 4 _ _ _ CW to Open, No Coupling _ 5 _ _ _ CCW to Open, No Coupling

_ 6 _ _ _

None _ _ 1 _ _ 12 Inch

_ _2 _ _

3/8 Inch _ _ _ 1 _

12 to 16 Inch Turnbuckle Kit _ _ _ _ 1 16 to 20 Inch Turnbuckle Kit _ _ _ _ 2 20 to 24 Inch Turnbuckle Kit _ _ _ _ 3 1 Inch Pipe Kit _ _ _ _ 4

1.5 Inch Pipe Kit _ _ _ _ 5 2 Inch Pipe Kit

NEMA4/IP66

_ _ _ _ 6

1 _ _

None _ 0 _

UL / CSA _ 1 _ CE

Linen Stainless Steel

(Note 2) (Note 2)

Certificate of Conformance _ 2

Description Part Number

HercuLink

Palm Software

7/16 Inch 083336 7/8 Inch 083339

12 Inch

_ 2 _

_ _ 1 _ _ 2

51452354-509 51452354-510 51452352-501

51309967-501 51452160-501

b e

c c c c d d

Note 1:

Note 2: Customer must supply tagging information - Up to 3 lines, 22 characters per line. Note 3:

HercuLink running OS3.5 or higher and Palm serial cable are required if no display is selected.

Requires PDA manufacturer's serial interface cable.

software (51452354-509), RS232/485 converter (51452354-510), customer supplied PalmTM PDA

12 10260S HercuLine® Actuator Installation, Operation and Maintenance Manual Revision 5 7/07

Page 23

Installation Overview

The procedures to install the 10260S actuator and place it in service require that you:

• Select a suitable location for installation. (See Installation Considerations below.)

• Mount the actuator securely.

• Install mechanical connections or linkage between control arm and final control element. Use HAL

software application to aid in mechanical installation.

• Make all electrical connections for actuator according to local and national electrical codes.

• Power up actuator.

• Enter, verify and adjust set up parameters for proper operation.

• Adjust control arm linkage for accurate operation of final control element.

This section provides you with mechanical and electrical installation information required to mount and connect the 10260S Smart Actuator to your specific application. Unpacking instructions, installation consisderations, electrical and safety precautions also included in this section should be observed.

3. Installation - Installation Overview

3. Installation

Revision 5 10260S HercuLine® Actuator Installation, Operation and Maintenance Manual 13 7/07

Page 24

3. Installation - Before Starting

Before Starting

Unpacking

If there are visible signs of damage to the shipping container, notify the carrier and Honeywell immediately.

If there is no visible damage, compare the contents with the packing list. Notify the carrier and Honeywell immediately if there is equipment damage or shortage.

Please do not return goods without contacting Honeywell Applications Center in advance. The contact number is 1-800-423-9883.

Installation Considerations

Mount the actuator in a location where it will be easily accessible for maintenance and for manual operation by means of the handwheel. The exact location must be determined in accordance with the linkage used.

It is important that the actuator be mounted securely to a solid foundation commensurate with the maximum torque developed. Use studs or bolts that are as large as the foot mounting holes.

The following precautions should be taken when selecting an installation site.

• Shield the actuator from rain or snow unless the NEMA 4 option was selected.

• Allocate sufficient clearance around the actuator for the removal of all covers to permit inspection of

internal parts and to provide access to the handwheel.

• Use auxiliary shielding to protect the actuator from excessive heat or cold outside of the rating of the

Actuator and from cor rosive elements

• Ambient temperature should not exceed 170 °F (75 °C).

• The minimum low temperature limit is –20 °F (–30 °C).

Actuator Mounting

Install the 10260S actuator in a convenient location in any orientation. Firmly bolt the 10260S to a mounting surface that will not distort when subjected to the torque stresses generated by the actuator. The output shaft of the actuator should be parallel to the output shaft o f the driven de vi ce. Th e output s haft crank arm is fully adjustable through 360°.

Outline Dimension Drawings

An outline and dimension drawing for actuator mounting is furnished with each unit. are

provided here for reference.

Figure 3 and Figure 4

14 10260S HercuLine® Actuator Installation, Operation and Maintenance Manual Revision 5 7/07

Page 25

3. Installation - Actuator Mounting

]

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Figure 3 Outline and Dimensions of Herculine Models 10261S, -62S, -64S, -66S, -67S, -68S,

and -69S Actuators

Revision 5 10260S HercuLine® Actuator Installation, Operation and Maintenance Manual 15 7/07

Page 26

3. Installation - Actuator Mounting

R E V

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Figure 4 Outline and Dimensions of Herculine Models 10263S and 10265S Actuators

16 10260S HercuLine® Actuator Installation, Operation and Maintenance Manual Revision 5 7/07

Page 27

Mechanical Installation

Linkage Set-up

Many applications require the use of a linkage assembly and often the final control element does not have a linear torque curve. The 10260S Actuator linkage can be set up to achieve an optimal delivered torque distribution for specific applications. To assist with linkage design, Honeywell offers a linkage analysis software application (HAL). The software c an be or dered as P/N 51197910-001.

Constant Torque Linkage

A constant torque linkage is employed when it is desired to provide a linear torque profile throughout the full range of final control element travel. In this situation, the actuator and driven crank arms will be set-up proportionally with respect to each other. pr

ofile and Figure 6 shows the resultant profile.

3. Installation - Mechanical Installation

Figure 5 shows a general linkage setup to achieve a linear torque

Vertical

Centerline

45° 45°

Vertical

Centerline

45° 45°

Linkage

Start Stop Close Open

Drive Unit Crank Arm

Figure 5 Constant Torque Linkage

Horizontal Offset

Damper Crank Arm

a/n 23199

Figure 6 Constant Torque Profile

Revision 5 10260S HercuLine® Actuator Installation, Operation and Maintenance Manual 17 7/07

Page 28

3. Installation - Mechanical Installation

Variable Torque Linkage

A variable torque linkage is employed when it is desired to provide a non-linear torque profile throughout the full range of final control element travel. In this general situation, the actuator and driven crank arms will be set up to provide a higher torque for seating or unseating the final control element.

eneral linkage setup to achieve a non-linear torque profile and Figure 8 shows the resultant profile. Note

at this linkage can be characterized in many different ways by varying start angles and rotation

th requirements of both the Actuator Crank Arm and the Driven Arm.

Figure 7 shows a

Vertical Centerline

45° 45°

Actuator

Linkage

Crank Arm

Close Open

5°

a/n 23200

Horizontal Offset

Damper Crank Arm

Figure 7 Variable Torque Linkage

Figure 8 Variable Torque Profile

18 10260S HercuLine® Actuator Installation, Operation and Maintenance Manual Revision 5 7/07

Page 29

3. Installation - Mechanical Installation

Turnbuckle Linkage Kits (See Section 8 for available Kit numbers)

Turnbuckle linkage kits are available from Honeywell and are used where short lengths are required. The lengths range from 12 to 24 inches and refer to the rod end center-to-center distance. These kits include the turnbuckle, load rod end (left-hand thread), connecting rods and locking nuts. See

d end (right-hand thread), nut and bolt are supplied with the actuator. The nut and bolt needed to connect

ro the rod end to the load are supplied by the customer. Kits can be ordered with the Actuator via Table VI of the Model Selection Guide or separately as identified in section 8 of this manual.

12 to 24 inches

Figure 9. The actuator

Rod end, nut and bolt are supplied with the actuator

1/2"-20 right-hand threads

Customer supplied nut and bolt

-20 left-hand threads

1/2"

Figure 9 Turnbuckle Linkage Kit

Pipe Linkage Kits (See Section 8 for available Kit numbers)

Pipe linkage kits are available from Honeywell and can be used for linkage lengths from 24 to 120 inches (60 to 305 cm). The kits include the mechanical pipe couplings, load rod end (left-hand thread), connecting rods and locking nuts . See

. T

he actuator rod end (right-hand thread), nut and bolt are supplied with the actuator. The customer must

Figure 10 Pipe Leakage Kit

supply a piece of schedule 40 pipe * (both ends with right-hand NP threads) and a nut and bolt to connect the rod end to the load. Pipe linkage kits can be ordered with the Actuator using Table VI of the Model Selection Guide or separately as identified in Section 8 in this manual.

a/n 23201

24 to 120 inches

Rod end, nut and bolt are supplied with the actuator

1/2"-20 right-hand threads

Customer supplied pipe*

Customer supplied nut and bolt

1/2"-20 left-hand threads

* cut to size

with

standard NPT both ends

*Pipe length = Overall linkage length minus (-) 17 inches (43 cm).

a/n 23202

Figure 10 Pipe Leakage Kit

Revision 5 10260S HercuLine® Actuator Installation, Operation and Maintenance Manual 19 7/07

Page 30

3. Installation - Mechanical Installation

Actuator Crank Arms

The 10260S Smart Actuator comes standard with a 5-inch crank arm (adjustable 1 7/16” to 5” radi us) a nd there is an optional 12-inch crank arm that is adjustable from 0 to 12”. Part Number 154007

The 10260S Actuator crank arm uses a standard ½ inch rod end to compliment the turnbuckle and pipe linkage kits. See in

the Model Selection Guide.

Figure 11. For applications that use a link rod, a link rod adapter is available as an option

1/2" Ro d E nd

Crank Ar m

Figure 11 Standard 5-Inch Crank Arm

20 10260S HercuLine® Actuator Installation, Operation and Maintenance Manual Revision 5 7/07

Page 31

Projecting Scale Option

The projecting scale option is available for customers whose actuators are direct coupled so that it would be impossible to read the standard scale on the actuator. The projecting scale is attached to the side of the actuator enclosure and is readable from a distance. See

3. Installation - Mechanical Installation

Figure 12.

Figure 12 Projecting Scale Option Exploded View

Revision 5 10260S HercuLine® Actuator Installation, Operation and Maintenance Manual 21 7/07

Page 32

3. Installation - Electrical Installation

Electrical Installation

General Wiring Recommendations

WARNING

Only qualified personnel should perform wiring. Wiring must conform to national and local electrical codes.

In general, stranded copper wire should be used. Unless locally applicable codes dictate otherwise, the recommended minimum wire sizes in Table 2 should be observed.

Gage No. Description

14 Earth ground wire to common power supply. 18

Safety Precautions

WARNING

An external disconnect switch must be installed to break all current carrying conductors connected to the actuator. Turn off power before working on conductors. Failure to observe this precaution may result in serious personal injury.

Actuator Connections

WARNING

While the unit is powered, a potentially lethal shock hazard exists inside the case. Do not open the case while the unit is powered. Do not access the terminals while the unit is powered.

The 10260S actuator terminal connections for the field wiring are located behind the cover on the actuator case as shown in Figure 2. Power and field wiring is brought into the located on the side of the actuator case. The screw terminals for all customer connections are identified in Table 3.

Table 2 Rec

Earth ground wire to single actuator. 120/240 V ac line leads. +24 V and common signal leads.

The ground terminal must be connected to a reliable earth ground.

ommended Minimum Wire Size

actuator through two access holes

Fig

ure 13 shows the location of the terminal connections on the actuator terminal blocks. Desciptions for

power input, input and output signal connections are given in Table 3.

22 10260S HercuLine® Actuator Installation, Operation and Maintenance Manual Revision 5 7/07

Page 33

3. Installation - Electrical Installation

Revision 5 10260S HercuLine® Actuator Installation, Operation and Maintenance Manual 23 7/07

Page 34

3. Installation - Electrical Installation

Table 3 Actuator Terminal Connections

Connection

Terminal Numbers

and LABEL

Descriptions

See

Figure 13.

HOT L Hot wire for 120/240 Vac mains supply

NEUTRAL N - 3 Neutral wire for 120/240 Vac mains supply

PE Ground Ground wire connection for mains supply

AUTO/MANUAL

SWITCH CONTACT

4 – 20 INPUT 28 (-)

4 – 20 OUTPUT * 30 (-)

FEEDBACK 32

MODBUS

COMMUNICATION

HART

COMMUNICATION

DIGITAL INPUT 36 COM

SW1

10 – 11

29 (+)

31 (+)

33 (-) 34 (+) 35 SHIELD 28 (-) 29 (+)

37 INP 6 - 7 SW1 NC

9 SW1 COM 14 SW1 NO

Switch contact to indicate setting of actuator AUTO/MANUAL switch. Switch is closed when actuator is “NOT-IN-AUTO”

Analog signal input from controller.

Analog signal output from actuator.

Feedback signal used in conjuction with 4 – 20 OUTPUT voltage when using Slidewire Emulation.

Connection for RS485 Modbus loop wires.

HART communication is for 4-20 mA input only.

Customer’s contact closure.

End-of-travel limit switch 1 connections

SW2

SW3/RELAY1

SW4/RELAY2

24 10260S HercuLine® Actuator Installation, Operation and Maintenance Manual Revision 5 7/07

4 - 5 SW2 NC 8 SW2 COM 15 SW2 NO

16 NC 17 COM 18 NO

19 NC 20 COM 21 NO

End-of-travel limit switch 2 connections.

Auxiliary switch 3 or Relay 1 connections.

Auxiliary switch 4 or Relay 2 connections.

Page 35

3. Installation - Electrical Installation

Connection

SW5/RELAY3

SW6/RELAY4

Terminal Numbers

and LABEL

See

Figure 13.

22 NC 23 COM 24 NO

25 NC 26 COM 27 NO

Descriptions

Auxiliary switch 5 or Relay 3 connections.

Auxiliary switch 6 or Relay 4 connections.

Revision 5 10260S HercuLine® Actuator Installation, Operation and Maintenance Manual 25 7/07

Page 36

3. Installation - Electrical Installation

120V/240VAC 50/60 Hz

MAINS POWER

CLOSED WHE N "NOT -IN-

HOT

NEUTRAL

UTO "

UTO/MAN

SWITCH CONTACT

3 4N

INTERNAL

CONNECTIONS

21 2322

SW2

141312

SW1

15 181716

SW2 NC

24 2625

SW1

COM

SW3/RELA Y1

SW2

COM

REMOVE R ESISTOR FOR VOL TAGE IN PUT

RESI STOR T O BE M OUNTED

AT IN PUT OF CUSTO MER'S

RUMEN T

INST

SW4/RELAY

2 5 0

INPUT

4-20

COMMUNICATIONS

4-20 OUTPU T

SLIDEWIRE EMULATION

*USE COPPER CONDUCTORS ONLY

HART

CONNECTION

SW5/RELAY 3

3129

FEEDBACK

CNO NC

SW6/RE LAY 4

33 343230

COMMUNICATION

SHIELD

Figure 13 Actuator Terminal Connections

CNO NC

3635

IN P

DIG ITA L INP UT

HART connection using

HART connection using external Turck connector

external Turck connector

Auxiliary

Connector

Brown

Black

Black Wire Not Used

COM

Blue

1. Before running actuator remotely with a PDA & HercuLink, first disconnect any master Modbus device at terminals shown (master Modbus wires not shown).

2. Ensure good connection to remaining Modbus wires (shown).

Figure 14 Modbus terminals

26 10260S HercuLine® Actuator Installation, Operation and Maintenance Manual Revision 5 7/07

Page 37

Power Connections

The AC power supply input option is a Table I selection in the model selection guide. Depending on which power supply selection is ordered for your actuator, wire the power input (MAINS POWER) as described in Table 3 and Figure 13. Wiring must confrom to national

CE Wiring

The CE approval option is a Table IV selection in the model selection guide. When wiring the actuator power input for CE approved units, you must also install a MOV assembly to the power input. MOV assembly is ordered as a kit. See Section 8 for kit descriptions and part numbers.

Input Signal Connections

ATTENTION

Shielded and grounded cables are recommended.

0/4-20 mA Input Signals

For current signal input, use the 250 ohm resistor supplied across terminals 28 and 29 on the actuator terminal block connections. Observing polarity, connect the signal input wires to terminals 28 and 29 of the terminal block. See Figure 13.

3. Installation - Electrical Installation

and local electrical codes

0/1-5 Vdc and 0 to 10 Vdc Input Signals

For voltage signal input, remove the resistor from terminals 28 and 29 on the actuator terminal block. Observing polarity, connect the signal input wires to terminals 28 and 29 of the terminal block.

Output Signal Connections

0/4-20 mA, 0/1-5 Vdc Feedback Signal Connections

ATTENTION

Shielded and grounded cables are recommended.

Actuator output is 0/4 to 20 mA analog signal. If a voltage input is required for customer devices, a range resistor is needed at the device input. See

Table 3 and Figure 13 for more information.

Slidewire Emulator Connections

ATTENTION

Shielded and grounded cables are recommended.

Slidewire Emulation output option is a Table II selection in the model selection guide. If you ordered the Slidewire output option for your actuator, it is set at the factory to provide an output that emulates 100 to 1000 ohm slidewires. For terminal block connections to the actuator, refer to

Table 3 and Figure 13.

Revision 5 10260S HercuLine® Actuator Installation, Operation and Maintenance Manual 27 7/07

Page 38

4. Set Up and Calibration Procedures - Overview

4. Set Up and Calibration Procedures

Overview

Once you have installed the 10260S smart actuator, you can verify, set or change certain operating parameters. Set up is accomplished through use of the local display and keypad interface. Please keep in mind that the unit is calibrated at the factory for your application and can be placed into service right out of the box. Changing operating parameters may require recalibration of the actuator. This section details the various operating parameters and functions of the actuator available using the local display and keypad interface, and calibration procedures.

Local Display and Keypad

The alphanumeric display and keys on the keypad are the local operator interface for control, monitoring, and configuration of the 10260S actuator. The display consists of a four character upper display and a six character lower display. Six LEDs of various colors indicate actuator operating status. Directly below the display are six keys that allow you to setup, monitor, and control the actuator locally, as well as call up various operating parameters and configuration values on the display. Figure 15 shows the physical feature

s of the display and keypad. Table 4 summarizes the various functions you can perform using the

key

s as well as descriptions of the status indicators.

STALLED

Upper Display (Four Characters)

Lower Display (Six Characters)

FUNCTIONSET UP

Figure 15 10260S Display and Keypad

MAN/AUTO

DISPLAY

ALARM

MANUAL

AUTO

28 10260S HercuLine® Actuator Installation, Operation and Maintenance Manual Revision 5 7/07

Page 39

4. Set Up and Calibration Procedures - Local Display and Keypad

Table 4 Keypad Description

Key or

LED Indicator

SET UP

FUNCTION

MAN/AUTO

DISPLAY

☼

☼ ☼ STALLED ☼ ALARM ☼ MANUAL

☼ AUTO

Places the actuator in the set up group select mode. Sequentially displays set up groups and allows the FUNCTION key to display function parameters within the set up group.

See for descriptions of the various options available in the set up groups. Used in conjunction with the SET UP key to select the individual functions of a

selected configuration set up group. Used during field calibration procedure.

Alternately selects:

MAN - Actuator is in Manual mode. AUTO - Actuator is in Automatic mode.

NOTE: When in Manual mode the POS display is automatically selected so you can use the up and down arrow keys to drive actuator motor manually.

Pressing this key repeatedly cycles through the operating parameters that can be shown on the lower display.

INP – Input. Shows the value of the actuator input. OP – Output. Shows the value of the actuator output DE – Deviation. Shows deviation between in put value and actuator position. POS – Position. Shows current actuator position.

Increases the configuration values shown on the display. Also shown as . In manual mode and POSition display selected, pressing this key will drive actuator

motor in direction of increasing signal input. Decreases the configuration values shown on the display. Also shown as In manual mode and POSition display selected, pressing this key will drive actuator

motor in direction of decreasing signal input. Indicates the movement of the actuator arm in the counterclockwise direction. NOTE: Actuator rotation is the direction of the output shaft when facing the end of

the shaft and refers to the direction of rotation on increasing signal. Indicates the movement of the actuator arm in the clockwise direction.

NOTE: Actuator rotation is the direction of the output shaft when facing the end of the shaft and refers to the direction of rotation on increasing signal.

Indicates that the actuator has detected a motor stall condition. Indicates a programmed alarm condition exists. Indicates actuator is in manual mode. On solid when placed in manual mode from

the local display mode key. Blinks at a 1 sec rate when placed in manual mode from the external drive switch.

Indicates actuator is in automatic mode.

Function

Revision 5 10260S HercuLine® Actuator Installation, Operation and Maintenance Manual 29 7/07

Page 40

4. Set Up and Calibration Procedures - Set Up Tips

Set Up Tips

Table 5 contains tips that will help you view, verify and enter the operating parameters more quickly. If you can not change the parameters, check the status of the “ SET LOCK” parameter. Also some parameters require that you enter a security password before you access or change the parameter value.

Function Tip

Table 5 Set Up Tips

Displaying Groups

Displaying Functions

Scrolling

Changing values quickly

Exiting Set Up mode

Timing out from Set Up mode

Use the SET UP key to display and scroll through the set up groups. The group titles are listed in the order they appear on the actuator display.

Use the FUNCTION key to display the individual function parameters under each set up group. The prompts are listed in the order of their appearance in each group. See Tables 8 through 19.

Pressing and holding the SET UP key will scroll through the set up groups. However, when any set up group is displayed, you can scroll through the set up groups twice as fast using the  or  key. When in any set up group, hold the FUNCTION key in to scroll through the function prompts within that group.

When changing the value of a parameter, you can adjust a more significant digit in the upper display by holding in one key and pressing the other

• The adjustment will move one digit to the left.

• Press the key again and you will move one more digit to the left.

To exit Set Up mode, press the DISPLAY key. This returns the display to the same state it was in immediately preceding entry into the Set Up mode.

If you are in Set Up (configuration) mode and do not press any keys for thirty seconds, the actuator display will time out and revert to the mode and display that was being used prior to entry into Set Up mode.

or key at the same time.

or key,

Set Up Groups

Pressing the SET UP key on the keypad provides access to the various set up groups and allows you to set up operating parameters, (such as input types and alarms), calibrate the actuator’s inputs and outputs, set communications, and check actuator status. Table 6 on the next page lists the set up groups that are available

30 10260S HercuLine® Actuator Installation, Operation and Maintenance Manual Revision 5 7/07

by using the SET UP and FUNCTION keys on the keypad.

Page 41

4. Set Up and Calibration Procedures - Set Up Groups

Table 6 Set Up Groups

Set Up Group Title Pressing the FUNCTION Key Allows You to… For Details, See

SET

INPUT

SET

RELAYn

n = 1, 2, 3, or 4

SET

CUROUT

SET

COMM

SET

DIGINP

SET

DISPLA

CAL

INPUT

CAL

MOTOR

Select and set various parameters associated with the input signal to the actuator.

Select relay functions. NOTE: Set Relay groups will show on display only if relays are installed in the actuator.

Select the output signal type of the actuator. NOTE: Set Curout will show on display only if the

option was ordered. Select communication parameters for remote control of

actuator when connected to a SCADA system.

Select the parameters for external digital input states.

Select and set parameters for the local display.

Calibrate input zero and span values.

Calibrate zero and span values for motor operation. Calibration

Table 8

Table 12

Table 13

Table 14

Table 15

Table 16

Calibration Procedure,

Table 23

Procedure,

Table 24

CAL

CURENT

SET

LOCK

READ

STATUS

SET

DRVINF

SET

MAINT

CAL

POSOUT

Revision 5 10260S HercuLine® Actuator Installation, Operation and Maintenance Manual 31 7/07

Calibrate actuator output. Calibration

Procedure,

Table 25

Set or change security password. Enable or disable security access to set up parameters and calibration set up.

Display operating and alarm status. Display self-test diagnostic results.

Display and/or set various parameters specific to the actuator.

Display various operating statistics. Reset / Save accumulated operating statistics

Use the display as an indicator, (in this case a voltmeter) so you can verify the position sensor is operating properly.

Table 17

Table 18

Table 19

Table 20

Table 21

Page 42

4. Set Up and Calibration Procedures - Set Up Procedure

Set Up Procedure

Each of the set up groups and their functions are either pre-configured at the factory or set to their default values. Tables 8 through 19 list and describe the options available in each set up group. The following procedure shows you the key press sequence to access any set up group or any associated Function parameter. Make sure lock set up group “LOCK” function is set to “NONE” or “CAL.” Also some parameters require that you enter a security password before you access or change the parameter.

You can use this procedure to access the set up groups and select all parameters.

Table 7 Set Up Procedure Using Display and Keypad

Step Operation Press Result

1 Enter Set Up Mode

Select any Set Up Group

Select a Function Parameter

SET UP

FUNCTION

Upper Display = SET Lets you know you are in the set up mode and a set up group

title is being displayed in the lower display.

Lower Display = INPUT This is the first set up group you see when you press SET UP.

Successive presses of the SET UP key will display the other set up group titles as listed in

You can a groups in both directions.

Stop at the set up group title that describes the group of parameters you want to configure. Then proceed to the next step.

Upper Display

function prompt in the selected set up group.

Lower Display

set up group.

4-20

IN TYP

lso use the

Shows the current value or selection for the

Shows the first function prompt within the selected

Table 6.

or keys to scroll through the set up

Example display shows Input group function prompt “IN TYP” and the selection. Note: The majority of the functions in the actuator are displayed this way. Although there are several functions where the displays are reversed. The function name is in the top display and the value is in the bottom display.

32 10260S HercuLine® Actuator Installation, Operation and Maintenance Manual Revision 5 7/07

Select other function parameters

FUNCTION

Successive presses of the FUNCTION key will sequentially display the other function prompts of the selected set up group.

Stop at the function prompt that you want to change, then proceed to the next step.

Table continued on next page ⇒

Page 43

4. Set Up and Calibration Procedures - Set Up Procedure

Step Operation Press Result

Change the Value or Selection

These keys increase or decrease the value, or display the next available selection for the selected function prompt.

See Table 5, Set Up Tips for instructions to i a value quickly.

Change the value or selection to meet your needs. NOTE: If the display flashes, you are trying to make an

unacceptable entry, or the value on the display is at its range limit. The display may also show “KEYERR” (Key error).

ncrease or decrease

Enter Value or Selection

7 Exit Set Up mode

FUNCTION

SET UP

DISPLAY

This key selects another function prompt.

This key selects another set up group. NOTE: Pressing either key will cause the previously selected

value or selection to be entered into memory. Exits set up mode and returns actuator to the same state it was

in immediately preceding entry into the set up mode. Any changes you have made are stored in memory.

If you do not press any keys for 30 seconds, the display times out and reverts to the mode and display shown prior to entering the set up mode.

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Page 44

4. Set Up and Calibration Procedures - Input Set Up Group

Input Set Up Group

Table 8 lists the parameters and selections available when the SET INPUT group is selected. On the keypad and local display:

• Press the SET UP key to enter the Input Set Up group.

• Press the FUNCTION key to scroll through the prompts listed in the set up group.

• Press the or keys to view selections or change range settings.

Table 8 Input Set Up Group Parameters

Lower Display

Prompt

IN TYP

INP HI 10.0 to 100

INP LO

FILTYP

Upper Display

Selections or

Range of Setting

0.0 to 90.0 INPUT LOW RANGE VALUE in % is displayed.

4-20

0-20 1-5V 0-5V

0-10

R_SP

NONE

Parameter Definition

INPUT ACTUATION TYPE—This selection specifies the

signal type and range you are going to use for the actuator input. Be sure that the values configured for the high and low range, alarm setpoint, etc. are within the measuring range for the selected signal range.

4 to 20 mA 0 to 20 mA 1 to 5 Volts dc 0 to 5 Volts dc 0 to 10 Volts dc Remote Setpoint (via communications)

NOTE: Changing the Input Actuation Type will restore the actuator calibration to its factory values.

INPUT HIGH RANGE VALUE in % is displayed.

NOTE: You must set Input Low range to a value that is at least 10% less than Input High range.

INPUT FILTER TYPE—Allows selection of a software digital input filter to smooth the input signal.

SPIK

S+LP

LPAS

[default]

LPFILT *

34 10260S HercuLine® Actuator Installation, Operation and Maintenance Manual Revision 5 7/07

0 to 50.00

(in seconds)

Spike—Selects spike filter to remove transients in the input

signal when actuator is installed in noisy environments.

Spike plus Low Pass—Selects spike and low pass filtering. * Allows setting of lag time constant for low pass filter.

Low Pass—Selects low pass filter. * Allows setting of lag time constant.

NOTE: When Remote Setpoint input type (R_SP) is selected, input filter type = NONE.

LAG TIME CONSTANT—(Filter Type S+LP or LPAS only) Allows you to set the first order lag time constant of the low pass filter when selected. Range is from 0 to 50 seconds.

Page 45

4. Set Up and Calibration Procedures - Input Set Up Group

Lower Display

Prompt

Direct

Dband

FSFTYPH

Upper Display

Selections or

Range of Setting

CCW

[default]

0.2 to 5.0

(in percent of

span)

default = 0.5

LAST

Parameter Definition

ACTUATOR ROTATION—This selection determines the

direction of rotation of the actuator shaft.

Counterclockwise rotation

Clockwise rotation

NOTE: Actuator rotation is the direction of the output shaft when facing the end of the shaft and refers to the direction of rotation on increasing signal.

INPUT DEADBAND—Specifies an adjustable gap that is the difference between the setpoint value and the value at which the motor energizes. Deadband is set in percent of full span.

FAILSAFEHI TYPE—Selects the motor position you want the actuator to go to when input signal is above the high end range value.

NOTE: Failsafe condition occurs when the input exceeds its high end range value by 3%,

Last Position—Actuator motor remains at last position.

FsFVALH *

FSFTYPL

DOWN

USER

default = UP

0 to 100%

default = 100

LAST

DOWN

USER

Up—Actuator motor moves to full scale value. Down—Actuator motor moves to zero value. User selected value—Actuator motor moves to a customer-

defined value.

* Allows setting of failsafehi input value. FAILSAFEHI INPUT VALUE—(FailsafeHI Type USER only)

Selects the motor position you want the actuator to go to when input signal is above the high end range value.

Range is from 0 to 100%. FAILSAFELO TYPE—Selects the motor position you want

the actuator to go to when input signal is below the low end range value or on loss of input signal.

NOTE: Failsafe condition occurs when the input exceeds its low end range value by 3%, or when the input signal goes to zero. For input types 0 to 20mA, 0 to 5 V, and 0 to 10 V there is no failsafe condition at the zero value.

Last Position—Actuator motor remains at last position. Up—Actuator motor moves to full scale value. Down—Actuator motor moves to zero value. User selected value—Actuator motor moves to a customer-

defined value.

default = DOWN

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* Allows setting of failsafelo input value.

Page 46

4. Set Up and Calibration Procedures - Input Set Up Group

Lower Display

Prompt

Upper Display

Selections or

Range of Setting

FsFVALL *

0 to 100%

default = 0

CHAR

LINR

[default]

SQRT

CUST*

CUSTOM* EQUL

[default]

QUIK

USER**

Parameter Definition

FAILSAFELO INPUT VALUE—(FailsafeLO Type USER

only) Selects the motor position you want the actuator to go to when input signal is below the low end range value or on loss of input.

Range is from 0 to 100%. INPUT CHARACTERIZATION—Selects a characterization

type that causes the actuator to characterize a linear input signal to represent a non-linear input.

Linear—Provides linear characterization of the input signal. Square Root—Provides square root characterization of the

input signal. Custom Characterizer-- Selecting custom allows you to

create a twentieth order characterization of input value (x) and associated shaft position (y). Characterization can be of equal percentage valve, quick opening valve, or user defined. See CUSTOM prompt below.

Equal percentage – Sets the characterization as explained in Equal Percentage Valve Characteristic on page 37. Values are read-only.

Quick opening - Sets the characterization as explained in Quick Opening Valve Characteristic on page 38. Values are read-only.

User-configurable – Lets you create your own characterization using the following Xn VAL and Yn VAL prompts.

Xn VAL **

n = 0 to 20

Yn VAL **

n = 0 to 20

0 to 100.0

INPUT VALUE— Allows entry of input values as a

percentage of range, when custom characterization is selected.

SHAFT POSITION— Allows entry of shaft position values as a percentage of range, when custom characterization is selected.

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Page 47

Equal Percentage Valve Characteristic

Table 9 contains values that approximate an equal percentage valve characteristic in the actuator. When the EQUL custom characterization type is selected, the values in Table 9 are automatically loaded into the actuator

configuration to produce the characteristic as presented in the graph. The Xn VAL is the input value as a percentage of range and Yn VAL is the characterized output (actuator shaft position) as a percentage of range.

Table 9 Equal Percentage Valve Characteristic Table

4. Set Up and Calibration Procedures - Input Set Up Group

Order

Xn VAL

% of

Range

Yn Val

% of

Range

0 0 0 1 5 0.8 2 10 2.1 3 15 3.2 4 20 4.9 5 25 6.5 6 30 8.4 7 35 10.7 8 40 13.2

9 45 15.7 10 50 18.7 11 55 22.6 12 60 27.2 13 65 33.4 14 70 40 15 75 46 16 80 53.8 17 85 63.2

Equal Percentage Valve Characterization

100

95 90 85 80

u p

u O

d e

t c

r a

h C

A V

n Y

25 20 15 10

5 0

10 20 30 40 50 60 70 80 90 100

Xn VAL - Actua l Input

18 90 73.7 19 95 86.2 20 100 100

Revision 5 10260S HercuLine® Actuator Installation, Operation and Maintenance Manual 37 7/07

Page 48

4. Set Up and Calibration Procedures - Input Set Up Group

Quick Opening Valve Characteristic

Table 10 contains values that approximate the characteristic of a quick opening control valve. When the QUIK custom characterization type is selected, the values in Table 10 are automatically loaded into the actuator

Table 10 Quick Opening Valve Characteristic Table

Xn VAL

Yn Val

Order

% of

Range

0 0 0 1 5 10 2 10 20 3 15 30 4 20 40 5 25 50 6 30 60 7 35 70 8 40 77

9 45 82 10 50 86 11 55 88 12 60 90 13 65 92 14 70 94 15 75 95 16 80 96 17 85 97.5 18 90 98.5

% of

Range

Quick Opening Valve Characteristic

100

95 90 85 80

u p

u O

d e

t c

r a

h C

A V

n Y

25 20 15 10

5 0

10 20 30 40 50 60 70 80 90 100

Xn VAL - Actual Input

19 95 99.5 20 100 100

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Page 49

Relays Set Up Group

ATTENTION

The Relay set up group parameters are accessible only if relay PWAs are installed in the actuator. 10260S series actuators can be equipped with up to two relay PWAs –for a total of four SPDT relays. Using the Relay set up groups you can program the installed relays to operate in response to various operating conditions.

Table 11lists the parameters and selections

4. Set Up and Calibration Procedures - Relays Set Up Group

available when the SET RELAYn group is selected.

Table 11 Relay Set Up Group Parameters

Lower Display

Prompt

RTYPny

n = 1, 2, 3, or 4

y = 1 or 2

RnyE 9 †

Upper Display

Selections or

Range of Setting

NONE

[default]

InPR

PosR

DEV

ULim

LLim

T Hi

T Lo

STRT STAL

MAN

PWRF

FsFA

PosF

DiGI

TDEG

X10k

Parameter Definition

RELAY TYPE—Selects the relay number and the relay

activation type. See

Inpu

t Range—Upper / lower limits of input signal exceeded Position Range—Upper / lower limits of motor position exceeded Deviation—Deviation from input exceeded Upper Limit Travel—Same as PosR for upper limit Lower Limit Travel—Same as PosR for lower limit Temperature High—High temperature limit exceeded Temperature Low—Low temperature limit exceeded Starts—Motor starts limit exceeded † Allows setting of multiplier value. Stalled—Motor position does not follow input Manual—Actuator is set to manual mode Power Up Test Failure—Failure of any power up diagnostic Failsafe Alarm—Failsafe condition detected Position Sensor Signal Failure—NCS output out of valid range Digital Input—Digital input closure

Total Degrees— total degrees traveled.

MULTIPLIER—(Relay Type STRTS only) Selects the

multiplier for the number limit of motor starts before the relay is activated. Multiplier specifies the value on display as times one (X1) or times ten thousand (X10k).

Table 12 Relay Type Descriptions.

RnyVALn = 1,

2, 3, or 4

y = 1 or 2

Rny HLn = 1, 2,

3, or 4

y = 1 or 2

RLYnHY

n = 1, 2, 3, or 4

n is the relay number, y is the relay contact.

0.0 to 100.0

HILO RELAY HIGH/LOW—Sets relay trip point to high or low limit.

0.0 to 100.0

(in percent)

RELAY VALUE—Sets numerical value of limit where relay

trips (energizes). Units are determined by the relay type selection. See

RELAY HYSTERESIS—0.0 to 100.0% of span or full output. NOTE: Relay Hysteresis parameter is accessible only if

appropriate relay type is selected.

Table 12 Relay Type Descriptions for units.

Revision 5 10260S HercuLine® Actuator Installation, Operation and Maintenance Manual 39 7/07

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4. Set Up and Calibration Procedures - Relays Set Up Group

Table 12 Relay Type Descriptions

When this Relay Type is

selected…

(RTYP)

Input Range

Position Range

Deviation

Upper Limit Travel

Lower Limit Travel

Temperature High

The Relay can be set up to indicate …

The upper / lower limits of the input signal have been exceeded. Relay value parameter defines range limits and units are in percent of full span.

Upper / lower limits of motor position have been exceeded. Relay value parameter defines range limits and units are in either percent of span or degrees of rotation. See “Relay Examples “for setting range limits.

Motor position has exceeded deviation limit from input. (Deviation is defined as: setpoint – motor position = Deviation) Relay value parameter defines limits and units are in percent of span. See “Relay Examples” for setting deviation limit.

The motor position has exceeded the upper limit of travel. (Same as Position Range.) Relay value parameter defines limits and units are in degrees of rotation or percent of span. See “Relay Examples” for setting upper limit with hysteresis.

The motor position has exceeded the lower limit of travel. (Same as Position Range.) Relay value parameter defines limits and units are in degrees of rotation or percent of span.

The high temperature limit of the actuator has been exceeded. Range is -30 to +75 °C. Relay value parameter defines temperature limits and units are in either degrees C or degrees F.

Temperature Low

Starts

Stall Manual Mode Power Up Test Failure

Failsafe Position Sensor Failure Digital Input Total Degrees

(Temperature units are defined in the UNITS setting of the DISPLA set up group.)

The low temperature limit of the actuator has been exceeded. Range is -30 to +75 °C. Relay value parameter defines temperature limits and units are in either degrees C or degrees F.

(Temperature units are defined in the UNITS setting of the DISPLA set up group.)

The accumulated motor starts have exceeded the limit. Relay value parameter defines the limit. See “Relay Examples” for setting motor starts limit. Range is from 10 to 99,990,000.

The motor is in a stall condition. The actuator in in manual mode. A failure of any one of the power up test diagnostics. See READ STATUS set up

group. The actuator is in failsafe. (input signal loss or input signal out of valid range)

The sensor output is out of range or has failed. The digital input closure. The total degrees traveled. Range is from 10 to 99,990,000.

40 10260S HercuLine® Actuator Installation, Operation and Maintenance Manual Revision 5 7/07

Page 51

Relay Examples

Relay Type - Position Range

Selecting PosR relay type, you can cause the relay to energize when the actuator motor travels below 20% of range and above 80% of range. Note in the example below that Relay 1 is set up to provide two trip points. The first trip point (R11VAL) causes the relay to energize when the motor travels above 80%, the second trip point (R12VAL) is set so the relay energizes when the motor travels below 20%.

Set Up Group Parameter Value

SET RELAY1 RTYP11 PosR R11VAL 80.0 R11HL HI RTYP12 PosR R12VAL 20.0 R12HL LO RLY1HY 0.0

The figure below shows the resulting action.

4. Set Up and Calibration Procedures - Relays Set Up Group

Motor Position

Relay Type - Deviation

Setting up a relay to alarm (energize) when the motor position deviates 10% (+ or -) from the actuator setpoint can be set up as follows.

100%

Closed

20%

80%

Open

Closed

RELAY 1

Normally Open

Set Up Group Parameter Value

SET RELAY1 RTYP11 DEV R11VAL 10.00 R11HL HI RTYP12 DEV R12VAL -10.00 R12HL LO RLY1HY 0.0

The resulting action is shown below.

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4. Set Up and Calibration Procedures - Relays Set Up Group

Relay Type – Deviation, continued

Motor Position

-10%

Input

50%

100%

+10%

Closed

Relay Type – Upper Limit Travel with Hysteresis

Selecting relay type ULim will cause the relay to energize when the motor position exceeds the upper limit trip point, and can be set up as follows. Note that relay hysteresis parameter (RLY1HY) value is set to 10, which is 10% of range. This means that when the relay is energized, due to the motor position exceeding the upper limit value, the relay will not de-energize until the motor moves to 10% below the trip point.

Set Up Group Parameter Value

SET RELAY2 RTYP21 ULim R21VAL 70.0 R21HL HI RTYP22 NONE RLY2HY 10.0

Motor Position

Open

RELAY n

Normal l y Ope n

60%

70%

Closed

100%

Open

Closed

RELAY n

Normally Ope n

Motor

60%

70%

100%

Position

Open

Closed

RELAY n

Normally Ope n

42 10260S HercuLine® Actuator Installation, Operation and Maintenance Manual Revision 5 7/07

Page 53

Relay Type – Motor Starts

Selecting relay type STRT will cause the relay to trip when the number of motor starts exceeds the selected limit. The motor starts value is stored as one of the maintenance group statistics. This example sets the motor starts limit at 200,000 for Relay 1.

Set Up Group Parameter Value

SET RELAY1 RTYP11 STRT

4. Set Up and Calibration Procedures - Current Out Set Up Group

R11VAL 20 R11HL HI RTYP12 NONE

The resulting action is that Relay 1 will trip when the number of accumulated motor starts in the maintenance group exceeds 200,000.

Current Out Set Up Group

Table 13 lists the parameters and selections available for the SET CUROUT group.

ATTENTION

If you change the output signal range of the actuator, you must perform an output calibration. See Calibrating Output, page 62.

When selecting the output range of the actuator, the 4 – 20 mA selection is factory calibrated, therefore no calibration is necessary. If you change the CUROUT selection, you must perform an output calibration so that the values at the actuator output terminals agree with the CUROUT selection.

Additionally, if you change the CUROUT selection back to 4 – 20 mA from another selection, you must either perform an output calibration or perform a LD CAL function to the output (COUT) to restore the factory calibration values to the 4 – to 20 mA selection. The LD CAL function is in the INPUT set up group.

R11 E 9

X10K

Table 13 Current Out Set Up Group Parameters

Lower Display

Prompt

CUROUT

Note: If output

type from model

selection guide

is:

0/4-20mA, 0/1-

5Vdc

Revision 5 10260S HercuLine® Actuator Installation, Operation and Maintenance Manual 43 7/07

Upper Display

Selections

4 – 20 0 – 20 1 – 5V 0 – 5V

Parameter Definition

OUTPUT SIGNAL RANGE—Selects the signal output

range.

4 to 20 mA 0 to 20 mA 1 to 5 Volts 0 to 5 Volts

Page 54

4. Set Up and Calibration Procedures - Current Out Set Up Group

Lower Display

Prompt

CUROUT

Note: If output

type from model

selection guide

is:

Slidewire

Emulation

CUROUT

Note: If output

type from model

selection guide

is:

None

Upper Display

Selections

SW E Slidewire Emulation

NONE No current output configured.

Parameter Definition

44 10260S HercuLine® Actuator Installation, Operation and Maintenance Manual Revision 5 7/07

Page 55

4. Set Up and Calibration Procedures - Communications Set Up Group

Communications Set Up Group

Table 14 lists the parameters and selections available for the SET COMM group.

Table 14 Communications Set Up Group Parameters

Lower Display

Prompt

COMM

ADDRES

BAUD

XmtDLY

Upper Display

Selections or

Range of Setting

DIS

MODB

HART

1 to 99

2400 4800 9600

19.2k

NONE

10ms 20ms 30ms 40ms 50ms

Parameter Definition

COMMUNICATONS PARAMETERS—Disables or enables

parameter displays for Modbus communciations set up. Disabled—Locks out access to communications displays

and parameters. Modbus—Allows access to the communication displays and

settings for the parameters listed below.

HART - Selects HART as the Communications Protocol. DEVICE ADDRESS—Selects device address when used in

a Modbus communications loop. Select an address that is unique to other devices on the communications link.

BAUD RATE—Selects the speed of data transfer. All equipment on the link must be set to match the host setting.

RESPONSE DELAY—Selects the time delay (in milliseconds) before a response to a query is transmitted.

DBLBYT

FP B FPBB

FP L

FPLB

FLOATING POINT DATA FORMAT—Selects the format for

transferring floating point data.

Byte Order Floating Point Big Endian format— 0 1 2 3

Floating Point Big Endian format with byte-swapped— 1 0 3 2 Floating Point Little Endian format— 3 2 1 0 Floating Point Little Endian format with byte-swapped— 2 3 0 1

Revision 5 10260S HercuLine® Actuator Installation, Operation and Maintenance Manual 45 7/07

Page 56

4. Set Up and Calibration Procedures - Digital Input Set Up Group

Digital Input Set Up Group

Table 15 lists the parameters and selections availible for the SET DIGINP group.

Table 15 Digital Input Set Up Group Parameters

Lower Display

Prompt

DIGINP

EndPos *

Upper Display

Selections or

Range of Setting

(in percent)

Display Set Up Group

Table 16 lists the parameters and selections availible for the SET DISPLA group.

Parameter Definition

NONE

DOWN

USER

0 – 100.

Digital Input State—Selects the position of the actuator in

response to a digital input signal (contact closure).

None—No action by the actuator. Up—Actuator motor moves to full scale value. Down—Actuator motor moves to zero value. User selected value—Actuator motor moves to a customer-

selected value. * Allows setting of End Position Value.

END POSITION VALUE—(DIGINP USER only) Selects the motor position you want the actuator to go to when digital input signal present (contact closure).

Table 16 Display Set Up Group Parameters

Lower Display

Prompt

DECMAL

EUNITS

46 10260S HercuLine® Actuator Installation, Operation and Maintenance Manual Revision 5 7/07

Upper Display

Selections or

Range of Setting

8888

[default]

888.8

PCNT

DEG

Parameter Definition

DECIMAL POINT LOCATION—This selection determines

where the decimal point appears in the display.

None

One Place

Note: Be sure the selection agrees with the value to be displayed. If display value requires 4 whole digits, the decimal will not show.

UNITS DISPLAY—Selects the units of the position display. Percent—Shows actuator position as a percentage of span.

(0 to 100%) Degrees—Shows the actuator position in degrees of

rotation. (0 to 90°). Note: Not accessible when characterizer = CUST.

Continued on next page

⇒

Page 57

4. Set Up and Calibration Procedures - Lock Set Up Group

Lower Display

Prompt

UNITS

Lock Set Up Group

Table 17 lists the parameters and selections available for the SET LOCK group.

Lower Display

Prompt

LOCKID

Upper Display

Selections or

Range of Setting

ENGL

Table 17 Lock Set Up Group Parameters

Upper Display

Selections or

Range of Setting

Nnnn

n = 1 to 9

(Up a limit of 4095)

Parameter Definition

DISPLAY UNITS—Selects standard for unit values for the

local display.

SI—Display will show unit values in international (metric) units. (Temperature in degrees C, Date format: ddmmyy)

English—Display will show unit values in U.S. units. (Temperature in degrees F, Date format: mmddyy)

Parameter Definition

PASSWORD LOCK—4-digit password can be selected to

provide security access to calibration information, set up parameters and supervisory functions. Password can be a number from 0 to 4095.

LOCK

MAENAB DIS

NONE

[default]

CAL

CONF

FULL

[default]

ENAB

A password is required in order to change the lock parameter.

See “Set/Change Password” below. LOCK OUT FEATURE—Selects lockout security for

calibration and supervisory functions, and set up groups. None—No lockout of any calibration or set up groups. You

select and change set up group values, and perform field calibration.

Calibration—Lockout for calibration groups SET CALIN, SET CALMTR, SET CALOUT and CAL NCSOUT only. You can select and change set up group values.

Configuration—Lockout for calibration groups and set up group configuration. You can only scroll through and view set up group values.

Full—Lockout for calibration and all set up group values. Only SET LOCK and READ STATUS groups are accessible.

AUTO / MANUAL MODE LOCKOUT -DIS—disables the mode key on the keypad. ENAB—enables the mode key on the keypad.

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4. Set Up and Calibration Procedures - Lock Set Up Group

Set/Change Password

A password is required to enable and disable lockout features of the actuator. Lock out of calibration information and other supervisory functions are controlled using the password. The password can be any number from 0 to 4095. The password is set and/or changed by using the keys on the kepad and the local display. Follow the steps below to change the password.

NOTE: The LOCK parameter must be set to NONE in order to change the password.

Step Action

1 Press SET UP key until the display reads SET LOCK.

2 Press the FUNCTION key until the lower display reads LOCKID.

The upper display will show 0 (zero). Use the or keys to increment the number to the correct password. The default password can also be used. See NOTE below.

4 Press the FUNCTION key so that the lower display reads LOCK.

Use the or keys so that display reads NONE and LOCK. If the LOCK parameter is not set to NONE, a password must be entered to change the

parameter.

6 Press the FUNCTION key until the lower display reads LOCKID.

The upper display will show 0 (zero). Use the or keys to increment the number to the new password. See NOTE below.

8 Press FUNCTION key to view next parameter, or press DISPLAY to exit set up mode.

Password is now set to new value.

NOTE:

When changing the value of the number, you can adjust a more significan t digit in the upper display by holding in one key

The adjustment will move one digit to the left. Press the key again and you will move one more digit to the left.

or and pressing the other or at the same time.

48 10260S HercuLine® Actuator Installation, Operation and Maintenance Manual Revision 5 7/07

Page 59

Read Status Set Up Group

Table 18 lists the parameters and selections available for the READ STATUS group.

Table 18 Read Status Set Up Group Parameters

4. Set Up and Calibration Procedures - Read Status Set Up Group

Lower Display

Prompt

FAILSF

RAMTST

SEETST

CFGTST

Upper Display

Selections or

Range of Setting

YES

PASS

FAIL

PASS

FAIL

PASS

Parameter Definition

FAILSAFE—Read Only. Shows whether actuator in failsafe. No—Actuator not in failsafe. Yes—Actuator in failsafe, see Troubleshooting section RAM TEST DIAGNOSTIC—Read Only. Shows status of

RAM test diagnostic.

Pass—Test passed, no errors Fail—Test failed, see Troubleshooting section. SERIAL EEPROM TEST DIAGNOSTIC—Read Only.

Shows status of serial electrically eraseable PROM test diagnostic.

Pass—Test passed, no errors Fail—Test failed, see Troubleshooting section. CONFIGURATION TEST DIAGNOSTIC—Read Only.

Shows status of Configuration test diagnostic.

Pass—Test passed, no errors

CALTST

FAIL

PASS

FAIL

Fail—Test failed, see Troubleshooting section. CALIBRATION TEST DIAGNOSTIC—Read Only. Shows

status of Calibration test diagnostic.

Pass—Test passed, no errors Fail—Test failed, see Troubleshooting section.

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4. Set Up and Calibration Procedures - Drive Set Up Group

Drive Set Up Group

Table 19 lists the parameters and selections available for the SET DRVINF group.

Table 19 Drive Set Up Group Parameters

Lower Display

Prompt

VERSON

SPEED

(90° @ 60hz)

SPEED

(90° @ 50hz)

POWER

Upper Display

Selections or

Range of Setting

Nnnn FIRMWARE VERSION—Read Only. Displays the firmware

version currently in use by the actuator’s CPU.

10s 20s 40s 60s 20s 40s 60s 40s 60s

12s 24s 48s 72s 24s 48s 72s 48s 72s

STROKE SPEED—Read Only. The speed is the number of

seconds it takes for the actuator shaft to move its full range of travel.

STROKE SPEED—Read Only. The speed is the number of seconds it takes for the actuator shaft to move its full range of travel.

POWER INPUT VOLTAGE AND FREQUENCY—Read Only. Selects the power input voltage and line frequency of

the actuator.

Parameter Definition

1206 1205 2206 2205

TAG

ROTATE

TORQUE

50 10260S HercuLine® Actuator Installation, Operation and Maintenance Manual Revision 5 7/07

Nnnnnn TAG NAME—Selects the tag name or identifier of the

10 lb-ft / 15 N-M 20 lb-ft / 27 N-M 40 lb-ft / 55 N-M 60 lb-ft / 80 N-M 40 lb-ft / 55 N-M

80 lb-ft / 110 N-M 150 lb-ft / 200 N-M 200 lb-ft / 270 N-M 300 lb-ft / 400 N-M

1206—120Volts, 60Hz 1205—120Volts, 50Hz 2206—220Volts, 60Hz 2205—220Volts, 50Hz

actuator. Up to 6 alphanumeric characters. See “Set Tag Name” on next page.

ROTATION— Indicates the factory calibrated degrees of rotation.

90— Factory calibrated for 90 degrees of rotation. Motor Torque value

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4. Set Up and Calibration Procedures - Drive Set Up Group

Lower Display

Prompt

MFGDAT

LREP

LCAL

REPTYP

Upper Display

Selections or

Range of Setting

mmddyy *

ddmmyy

mmddyy *

ddmmyy

mmddyy *

ddmmyy

NONE

01 02 03 04 05 06 07 08 09 10 11 12 13

Parameter Definition

MANUFACTURING DATE—Read Only. Displays datecode of manufacture for actuator.

DATE OF LAST REPAIR—Factory set only. Displays date

of last repair.

DATE OF LAST FACTORY CALIBRATION—Factory set only. Displays date of last factory calibration

REPAIR TYPE—Factory set only. Displays a repair code to identify the type of repair service previously performed.

None Future

Non-contact Sensor Main CPU PWA repair Motor service Power Distribution PWA service Switch repair Relay service Gear service Service to repair water damage Service to repair damage caused by heat Service to repair due to over-voltage damage Actuator reconfigured Warranty Repair

* NOTE: Date format is set by the UNITS parameter. See SET DISPLA set up group.

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4. Set Up and Calibration Procedures - Drive Set Up Group

Set Tag Name

The actuator tag name can be an alphanumeric name up to six characters. The tag name is set by using the keys on the keypad and the local display. Follow the steps below to set the tag name.

Step Action

1 Press SET UP key until the display reads SET DRVINF.

2 Press the FUNCTION key until the upper display reads TAG.

The lower display contains six digits. A decimal point will be flashing at the leftmost digit for approximately three seconds. Then the decimal point shifts to the right and flashes for three seconds before shifting again to the right. This pattern repeats continuously.

Set the digit to the left of the flashing decimal point. Use the or keys to scroll through the character set of 0 through 9 and the letters A through Z. Scroll through until the desired character is displayed.

Wait for the decimal point to shift to the right and then scroll through using the or keys until the next character is displayed.

6 Repeat for each character of the tag until the complete tag name is displayed.

7 Press the FUNCTION key to go to the next parameter, or press DISPLAY to exit set up mode.

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Maintenance Set Up Group

The Maintenance set up group consists of information about actuator operation accumulated through time. This information (or maintenance statistics) can be used to evaluate actuator operation and determine predicted or scheduled maintenance periods. Table 20 lists the parameters and selections SET MAINTENANCE group.

Please note that maintenance statistics are written to the EEPROM every 8 hours. Therefore the statistics are saved in the event of a power interruption.

Table 20 Maintenance Set Up Group Parameters

4. Set Up and Calibration Procedures - Maintenance Set Up Group

available for the

Lower Display

Prompt

TEMP nnnn F *

TEMPHI

TEMPLO nnnn F *

hh:mm:ss †

STARTS

RLnCNT

n = 1, 2, 3 or 4

REGNn

nx = 0 to 9

Upper Display

Selections or

Range of Setting

nnnn F *

ACST †

Parameter Definition

ACTUATO R TEMPERATURE—Read Only. Displays the current internal temperature of the actuator.

HIGH TEMPERATURE LIMIT—Displays the high

nnnn ACCUMULATED MOTOR STARTS—Displays the

nnnn RELAY CYCLE COUNTS—Displays the accumulated cycle

nnnn ACCUMULATED MOTOR STARTS—Displays the

temperature limit of the internal actuator temperature since it was last reset.

LOW TEMPERATURE LIMIT—Displays the low temperature limit of the internal actuator temperature since it was last reset.

ACCUMULATED STALL TIME—Displays the accumulated stall time of the actuator motor since it was last reset.

accumulated motor starts since it was last reset.

counts of a relay since it was last reset. One relay cycle is when a relay is energized and deenergized.

accumulated motor starts in the 1st 10% of motor span since it was last reset. See “Regions of Motor Travel” in Section 5

TOTDEG

DATSAV

PASSWRD

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nnnn TOTAL DEGREES OF MOTOR TRAVEL—Displays the

total number of degrees of motor travel since it was last reset.

DIS

ENAB

nnnn PASSWORD—4-digit password is required to enable

MAINTENANCE DATA FORCED SAVE— Allows yo u to manually force a save of the current maintenance data values.

DISABLE— Forced data save is disabled. ENABLE— Forced data save is enabled.

maintenance reset function. NOTE: Password is set (or changed) from the Lock set up

group.

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4. Set Up and Calibration Procedures -

Lower Display

Prompt

Upper Display

Selections or

Parameter Definition

Range of Setting

MANRST

LD CAL

NONE

STAL STRT

REGNn

n = 0 to 9

TEMP

TDEG

RELn

n = 1, 2, 3 or 4

ALL SYST NONE

[default]

INP

MTR

COUT

ALL

POS

MAINTENANCE STATISTIC RESET—Allows reset of the following maintenance statistics:

None—No reset of maintenance statisitics Stall—Resets accumulated stall time to zero. Motor Starts—Resets accumulated motor start counts to

zero. Motor Starts in the Region—Resets to zero the

accumulated motor starts for n

10% of motor span.

Temperature Statistics—Resets the high / low temperature limit statistics to zero.

Total Degrees—Resets the total degrees of motor travel to zero.

Relay Counts—Resets accumulated relay cycle counts to zero for the relay option number displayed.

All—Resets all maintenance statistics to zero. System Restart--Enables the system restart function RESTORE CALIBRATION TYPE—Allows you to restore a

calbration value to its factory calibration.

Input—Restores input calibration to the factory calibration. Motor—Restores motor calibration to the factory calibration. Output—Restores actuator output calibration to the factory

calibration. For 4-20 mA output only; all other CUROUT selections require output calibration.

All—Restores input, motor and output calibration to the factory calibrations.

Position Sensor—Restores position sensor calibration to the factory calibration.

NOTE: Allows a position sensor field calibration to be stored as a factory calibration. This is to be used after replacement of the sensor in the field. See “Calibrate POS Output”.

LD CFG DIS

ENAB

RESTORE DEFAULT FACTORY CONFIGURATION---

Allows you to restore the factory default configuration values.

DIS --- Restore disabled. ENAB --- Restore enabled.

RESTRT DIS

ENAB

SYSTEM RESTART --- Allows you to force the system to go

thru a restart.

DIS --- Restart disabled. ENAB --- Restart enabled.

Note: The MANRST function must be set to SYST.

* Temperature units are displayed in degrees C or F, and are set by the UNITS parameter. See SET DISPLA set up group.

† Note that the upper display contains the parameter name and the lower display contains the value. This is to allow for the display of hours: minutes: seconds.

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CAL POSOUT Group

The CAL POSOUT group is used to verify that the position sensor is operating and adjusted properly. This group allows the local display to indicate the output voltage of the position sensor PWA. This display is used when verifying that the sensor is operating and that it is properly calibrated. Table 21 shows the selections available for th

4. Set Up and Calibration Procedures - CAL POSOUT Group

e CAL POSOUT group.

Table 21 CAL POSOUT Group Parameters

Lower Display

Prompt

CALPOS n.nnn *

Upper Display

Selections or

Range of Setting

POSITION SENSOR OUTPUT—Read Only. Displays the

output voltage of the position sensor PWA

To access the display…

FUNCTION Upper Display = DIS

FUNCTION

Press Result

SETUP

until you see

or key

Upper Display = CAL Lower Display = POSOUT

Lower Display = CALPOS Upper Display = BEGN

Lower Display = CALPOS Upper Display = n.nnn (Sensor output in volts)

Lower Display = POSOUT

Auto - Manual Drive Switch

The Auto - Manual switch is located on the side of the actuator case below the handwheel. The switch allows manual mode control of the actuator motor for set up, calibration and troubleshooting. Figure 16 shows an illustration of the Auto Manual Dri

ve switch setting overrides all input signals (analog signal and remote setpoint) and local

display mode settings.

- Manual switch and Table 22 describes the switch settings. The Auto -

Parameter Definition

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4. Set Up and Calibration Procedures - Auto - Manual Drive Switch

MANUAL

OFF

CWCCW

AUTO - MANUAL DRIVE

Figure 16 Auto - Manual Switch

Table 22 Auto - Manual Switch Functions

Switch Setting Motor Drive Control

AUTO

CCW

OFF

Actuator moves according to signal input and set up configuration.

Actuator moves to the fully counterclockwise position.

Actuator moves to the fully clockwise position.

Actuator is idle.

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Calibration

Calibration of the 10260S Series Actuator may consist of calibrating the position sensor, calibrating the motor circuit that positions the actuator with 0/4-20mA input signal, or calibrating the slidewire emulation output or the 0/4-20mA output signal.

Calibration is performed by connecting test equipment to the input terminals or output terminals and then using the keypad and display to step through the calibration group functions.

ATTENTION

Input calibraton and output calibrations are performed at the factory and may not be necessary. Normally, you may only need to perform Calibrate Motor.

Only qualified personnel should perform calibration.

Equipment Needed

The table below lists the equipment you will need to calibrate the 10260S input and output circuits.

4. Set Up and Calibration Procedures - Calibration

Procedure Equipment Needed

Input Calibration

Output Calibration

• A calibrated signal source which can provide current (0/4 mA

to 20 mA) or voltage (0 V to 10 V) with an accuracy of 0.02 % or better.

• Two insulated copper leads for connecting the current source

to the actuator.

• A digital voltmeter with an accuracy of 0.01 % or better.

• A 250-ohm resistor 0.01 % tolerance.

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4. Set Up and Calibration Procedures - Calibration

Calibration Set up

Follow the steps below to set up the test equipment and actuator to verify calibration or perform calibration procedures.

Step Action

Connect the copper leads from the signal source to the input terminals of the actuator as shown in Figure 17 or Figure 18.

Place signal source output to low end of input signal and switch power on.

Skip this step for slidewire emulation. Connect a 250-ohm resistor across the Output terminals of the actuator and connect the DVM leads to the terminals.

Actuator

Calibrated Signal Source

Input

28 29

Output

30 31

-+ Digital

Voltmeter

+ -

250 ohm resistor needed for current signal source

Figure 17 Calibration Wiring Connections (except slidewire emulation)

250 ohm resistor (supplied)

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Calibrated Signal Source

4. Set Up and Calibration Procedures - Calibration

Actuator

Digital Voltmeter

+ -

Terminal Block

Input

28 29

Output 30 31 32

Power Supply 1-18 VDC

250 ohm resistor

+ -

needed for current signal source

Figure 18 Calibration Wiring Connections (slidewire emulation)

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4. Set Up and Calibration Procedures - Calibration

Calibrate Input

The 10260S actuator accepts a variety of signal inputs.

1. 0 mA to 20 mA, or 4 mA to 20 mA

2. 0 Volts to 5 Volts, 1 Volt to 5 Volts, or 0 Volts to 10 Volts The input type is selected through the Input set up group using the local keypad. Refer to Figure 17 for the wiring connections and follow the procedure in Table 23 to calibrate the input

cuit of the 10260 S actuator.

cir

ATTENTION

For an input calibration to be saved, you must complete the procedure. The calibration will not be saved if you exit without completing the steps of the procedure.

To exit calibation mode, press DISPLAY or SETUP keys.

Table 23 Input Calibration Procedure

Step Operation Press Result

Enter Calibration Mode

SETUP

until you see

Upper Display = CAL Lower Display = INPUT

FUNCTION Upper Display = DIS

Lower Display = CAL IN

or key

Upper Display = BEGN Lower Display = CAL IN

2 Calibrate Zero (0%) FUNCTION Upper Display = APLY

Lower Display = INZERO

• Adjust the signal source to an output value equal

to 0% range value.

• Wait 5 seconds, then go to step 3.

Calibrate Span (100%)

FUNCTION Upper Display = APLY

Lower Display = INSPAN

• Adjust the signal source to an output value equal

to 100% range value.

• Wait 5 seconds, then go to step 4.

4 FUNCTION

Calibration for zero and span input values are now saved. Input calibration is complete.

NOTE: . You may also exit calibration mode by pressing the DISPLAY or SETUP keys.

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4. Set Up and Calibration Procedures - Calibration

Calibrate Motor

Use the procedure in Table 24 to calibrate the actuator motor for 0 % and 100 % input signal

ATTENTION

For a motor calibration to be saved, you must complete the procedure. The calibration will not be saved if you exit without completing the steps of the procedure.

Table 24 Motor Calibration Procedure

Step Operation Press Result

Enter Calibration Mode

SETUP

until you see

Upper Display = CAL Lower Display = MOTOR

FUNCTION Upper Display = DIS

Lower Display = CALMTR

or key

Upper Display = BEGN Lower Display = CALMTR

2 Calibrate Zero (0%) FUNCTION Upper Display = APLY

Lower Display = MTR LO

• Use the Handwheeel or AUTO/MANUAL switch to manually

drive the actuator motor to its low position.

• Wait 5 seconds, then go to step 3.

Calibrate Span (100%)

FUNCTION Upper Display = APLY

Lower Display = MTR HI

• Use the Handwheeel or AUTO/MANUAL switch to manually

drive the actuator motor to its high position.

• Wait 5 seconds, then go to step 4.

4 FUNCTION

Calibration for zero and span motor positions are now saved. Motor calibration is complete.

NOTE: See Table 25. You may also exit calibration mode by pressi

ng the DISPLAY or SETUP keys.

NOTE: If you are calibrating the motor to a short stroke range, the procedure is the same.

ATTENTION

When calibrating the motor to a short stroke range, you must reset the end-of-travel limit switches. See Setting End-of-Travel Limit Switches.

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4. Set Up and Calibration Procedures - Calibration

Calibrate Output

10260S actuator can be one of three output types:

1. 0 mA to 20 mA, or 4 mA to 20 mA output

2. 0 Volts to 5 Volts, or 1 Volt to 5 Volts with 250 ohm range resistor

3. Slidewire emulation. The output signal range is selected through the Current Out set up group using the keypad and local

display.

0/4-20 mAor 0/1-5 Volts Output

The 10260S Actuator comes already calibrated from the factory. If it becomes necessary to do a calibration in the field, adjust the output using the procedure in Table 25. Refer to Figure 17 for a diagram to connect a sign

al source to the actuator input and a DVM to measure actuator output signal.

This procedure provides the steps to calibrate the actuator for a 0/4 to 20mA output. If you are using another output type, change the procedure accordingly. Please note that the actuator output is factory calibrated for

only the 4 – 20 mA output selection. Any other output selection will require you to perform

an output calibration.

ATTENTION

For an output calibration to be saved, you must complete the procedure. The calibration will not be saved if you exit without completing the steps of the procedure.

To exit calibation mode, press DISPLAY or SETUP keys.

Table 25 Output Calibration Procedure

Step Operation Press Result

Enter Calibration Mode

SETUP

until you see

Upper Display = CAL Lower Display = OUTPUT

FUNCTION Upper Display = DIS

Lower Display = CALOUT

or key

Upper Display = BEGN Lower Display = CALOUT

2 Calibrate Zero (0%) FUNCTION Upper Display = xxx

Lower Display = ZERO

• Read meter connected to actuator output.

Procedure continued on next page ⇒

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4. Set Up and Calibration Procedures - Calibration

Step Operation Press Result

cont’d

4 FUNCTION

Calibrate Span (100%)

or key

FUNCTION Upper Display = xxxx

or key

• Adjust actuator output to a value equal to 0% output as read

from the DVM.

NOTE: Typically for a 4 mA output, the display will show a value of approximately 381. A lower limit value is imposed on the zero output. If the value is 357 or lower, the actuator will not allow you to calibrate the zero output. The value must be larger than 357 for a valid calibration.

Lower Display = SPAN

• Read meter connected to actuator output.

• Adjust actuator output to a value equal to 100% output as read

from the DVM.

• NOTE: Typically for a 20 mA output, the display will show a

value of approximately 1981.

Calibration for zero and span output values are now stored. Output calibration is complete.

Slidewire Emulation

The 10260S Actuator comes already calibrated from the factory. If it becomes necessary to do a calibration in the field, adjust the output using the procedure in Table 26. Refer to Figure 18 for a diagram to connect a signal source to the actuat

or input and a DVM to measure actuator output signal.

ATTENTION

For a slidewire emulation output calibration to be saved, you must complete the procedure. The calibration will not be saved if you exit without completing the steps of the procedure.

To exit calibration mode, press DISPLAY or SETUP keys.

Table 26 Slidewire Emulation Calibration Procedure

Step Operation Press Result

Enter Calibration Mode

SETUP

until you see

Upper Display = CAL Lower Display = OUTPUT

FUNCTION Upper Display = DIS

Lower Display = CALOUT

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or key

Upper Display = BEGN Lower Display = CALOUT

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4. Set Up and Calibration Procedures - Calibration

Step Operation Press Result

2 Calibrate Zero (0%) FUNCTION Upper Display = xxx

Lower Display = ZERO xxx = arbitrary number assigned by software

Calibrate Span (100%)

or key

FUNCTION Upper Display = xxxx

or key

Adjust actuator output voltage using down key until value on DVM ceases to change, then press up key until value on DVM moves up one digit

Lower Display = SPAN xxx = arbitrary number assigned by software

Adjust actuator output voltage using up key until value on DVM ceases to change, then press down key until value on DVM moves down one digit

FUNCTION Calibration for zero and span output values are now stored.

Slidewire Emulation Output Calibration is complete. Read meter connected to actuator output.

Calibrate Position Sensor

ATTENTION The Position Sensor is factory calibrated to a full span, 90 degree rotation. Under

normal operation, the position sensor does not require calibration.

NOTE: Before you perform a calibration of the position sensor, it is recommended that you first verify the voltage output from the sensor PWA. See “

Position Sensor Operation” in section 5 for the procedure.

Position sensor calibration may be necessary due to any of the following conditions:

• The sensor PWA output is incorrect,

• The sensor Printed Wiring Assembly (PWA) in the actuator has been replaced,

• The sensor spoiler adjustment has been disturbed.

When the position sensor PWA has been replaced (or serviced), you should perform a calibration of the sensor circuit and then store it as the motor factory calibration. Please note that performing this procedure will destroy any previously stored motor factory calibration values. Table 27 outlines the steps to perform

calibration to the NCS circuit.

WARNING

While the unit is powered, a potentially lethal shock hazard exists inside the case.

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4. Set Up and Calibration Procedures - Calibration

Table 27 Non Contact Sensor Calibration Procedure

Step Action

Remove AC power to the actuator.

Remove the seven screws and the extended cover from the actuator case. See Figure 2. Lay extended cover assembly on a flat surface.

Reapply AC power to the actuator.

4 Press SET UP key to access the INPUT set up group.

Press FUNCTION key until the lower display reads Direct. Press the NOTE: Actuator direction must be set to CCW for this procedure. Direction can be changed

after calibration is complete.

Drive the actuator to the 50% position (this refers to the position on the actuator scale for CCW rotation). This should be done manually with the handwheel or with the AUTO - MANUAL switch.

or keys to set Actuator Rotation direction to CCW.

6 Press SET UP key until the display reads CAL POSOUT.

Press the FUNCTION key until the dispaly reads DIS CALPOS. Press the Press FUNCTION key.

The upper display now shows the output of the non-contact sensor PWA in Volts.

Loosen the allen screw in the hub of the NCS spoiler just enough to be able to rotate the spoiler. See Figure 19.

Adjust the NCS spoiler so that the voltage in the local display is 2.500 + or – 0.020 volts dc. The allen screw should be almost in a vertical position. The bottom edge of the spoiler should almost be horizontal in relation to the NCS PWA. See Figure 19.

or keys until the lower display reads BEGN CALPOS.

Tighten NCS spoiler set screw with an allen wrench, holding spoilers located on each side of the NCS PWA in position.

IMPORTANT: Spoilers need to be held in position both rotationally and longitudina lly along the drive shaft extension. An air gap must be maintained between the surface of the PWA and each spoiler. (Any plastic or paper insulating material may be used to create this gap while positioning the spoilers). Make sure that neither spoiler is touching the sensor PWA when the adjustment is complete.

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Press DISPLAY key to exit calibration mode.

Remove AC power to the actuator.

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4. Set Up and Calibration Procedures - Calibration

Step Action

Install a new gasket and replace extended cover. Secure to actuator with screws.

Continue with calibration procedure in Table 28.

NCS Spoiler Set Screw Allen Screw

0.05" Hex

Bottom of NCS spoiler should be almost horizontal when properly positioned

NCS PWA

NCS Spoiler

Figure 19 Location of NCS Assembly

Table 28 Load NCS Factory Calibration

Step Action

Reapply AC power to the actuator.

Press SET UP key to access the MAINT set up group. Press the FUNCTION key until the display reads LD CAL.

Press the

Perform the Calibrate Motor procedure exactly as in Table 24. Motor calibration must be performed for full span range.

When motor calibration is complete, the calibration is now stored as the factory calibration of the actuator motor.

66 10260S HercuLine® Actuator Installation, Operation and Maintenance Manual Revision 5 7/07

or keys until the display reads POS.

Page 77

4. Set Up and Calibration Procedures - Setting End-of-Travel Limit Switches (actuators mfd. pre-1/1/03)

Setting End-of-Travel Limit Switches (actuators mfd. pre-1/1/03)

WARNING

While the unit is powered, a potentially lethal shock hazard exists inside the case.

ATTENTION

The first two cams (starting from the back) are for the 0 % and 100 % limit switches and should not need any adjustments as they are factory set to stop the drive at 0 % and 100 %.

To adjust the limit switch cams (see Figure 20):

1. Remove the cover. (Non-contact sensor and terminal cover, see Figure 1.)

rn the locking nut, found behind the sensor, counter-clockwise using a 1/8” allen wrench or the

2. Tu

equivalent inserted into the radial holes in the locking nut until it is possible to turn the cams with your fingers.

3. Using a slotted screwdriver on the slots at the edge of the cams, or your finger, rotate the cams until the

switches are set. (See Figure 21 .)

• Rotate the actuator shaft, using the manual handwheel or the auto/manual switch, to the 0 %

position (this is the 0 % for CCW operation using the left-hand scale or 100 % for CW operation using the right hand scale). If the actuator is installed on a damper or valve, also make sure that this position is synchronized with the travel of the final control element.

• Rotate the #1 limit switch operating cam to activate at this position. The switch roller arm should

go from being in an up, not depressed state, to a depressed state as the cam is rotated in the direction of the shaft rotation going toward the limit position. This will cause the switch to go from NC to NO and turn off the power to the motor when the switch activates. Switch activation may be detected by the clicking sound or with a continuity tester connected to the terminals. Both the NC and NO contact states are available to the customer at the terminals (see Figure 13 page

26).

• Rotate the actuator shaft, using the manual handwheel or the auto/manual switch, to the 100 %

position (this is 100 % for CCW operation using the left-hand scale or 0 % for CW operation using the right hand scale). If the actuator is installed on a damper or valve, also make sure that this position is synchronized with the travel of the final control element.

• Rotate the #2 limit switch operating cam to activate at this position. The switch roller arm should

go from being in an up, not depressed state, to a depressed state as the cam is rotated in the direction of the shaft rotation going toward the limit position. This will cause the switch to go from NC to NO and turn off the power to the motor when the switch activates. Both the NC and NO contact states are available to the customer at the terminals (see Figure 13 page 26).

• If optional auxiliary switches were ordered, these switches may also be set at this time. (See page

70 for details of setting auxiliary switches.)

4. Once the cam

s are set in the correct positions, turn the locking nut clockwise until snug tight (it does

not have to be “hard” tight and does not have to completely flatten the spring washer).

5. Double check limit switch actuation by first manually driving the actuator to each end of travel and

hearing the switch click or by detecting it with a continuity tester. Secondly, drive the actuator to both ends of travel (using the auto/manual switch or by providing minimum and full input signal) and make sure the switches activate and turn off the motor.

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4. Set Up and Calibration Procedures - Setting End-of-Travel Limit Switches (actuators mfd. after 1/1/03)

ATTENTION

Make sure not to set the switch too close to the hard stop.

REFERENCE

An unactuated switch will have its normally closed (NC) contacts closed and its normally open (NO) contacts open.

An actuated switch will have its NC contacts become open and its NO contacts become closed. Both NC and NO contacts are available to the customer on the terminal board (see Figure 13 page 26).

An unactu the cam.

ated switch has its roller arm in the up position when adjacent to the reduced diameter portion of

Setting End-of-Travel Limit Switches (actuators mfd. after 1/1/03)

WARNING

While the unit is powered, a potentially lethal shock hazard exists inside the case.

ATTENTION

The first two cams (starting from the back) are for the 0 % and 100 % limit switches and should not need any adjustments as they are factory set to stop the drive at 0 % and 100 %.

To adjust the limit switch cams (see Figure 20):

emove the cover (terminal cover, see Figure 1).

1. R

2. Using a slotted screwdriver

switches are set (see Figure 20).

• Rotate the actuator shaft, using the manual handwheel or the auto/manual switch, to the 0 %

on the slots at the edge of the cams, or your finger, rotate the cams until the

• Rotate the #1 limit switch operating cam to activate at this position. The switch roller arm should

26).

• Rotate the actuator shaft, using the manual handwheel or the auto/manual switch, to the 100 %

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4. Set Up and Calibration Procedures - Setting End-of-Travel Limit Switches (actuators mfd. after 1/1/03)

• Rotate the #2 limit switch operating cam to activate at this position. The switch roller arm should

go from being in an up, not depressed state, to a depressed state as the cam is rotated in the direction of the shaft rotation going toward the limit position. This will cause the switch to go from NC to NO and turn off the power to the motor when the switch activates. Both the NC and NO contact states are available to the customer at the terminals (see Figure 13 page 26).

• If optional auxiliary switches were ordered, these switches may also be set at this time. (See page

73 for details of setting auxiliary switches.)

3. No

additional adjustments are required.

4. Double check limit switch actuation by first manually driving the actuator to each end of travel and

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4. Set Up and Calibration Procedures - Setting Auxiliary Switches (actuators mfd. pre-1/1/03)

Setting Auxiliary Switches (actuators mfd. pre-1/1/03)

WARNING

While the unit is powered, a potentially lethal shock hazard exists inside the case.

ATTENTION

The first two cams (starting from the back) are for the 0 % and 100 % end of travel limit switches and should not need any adjustments as they are factory set to stop the actuator at 0 % and 100 %. See page 67 for setting end of travel limit switches (Switches #1 and #2)

If optional au switches #3 and #4 and to 20 % and 80 % for switches #5 and #6. Additional switch settings should be set so that switch #3 operates in synchronism with switch #1 (i.e., both activating when the actuator is going in the same direction) and switch #4 to operates in synchronism with switch #2, etc.

To adjust the next auxiliary switch cams (see Figure 22 ):

emove the cover. (Non-contact sensor and terminal cover, see Figure 1.)

1. R

2. Tu

equivalent inserted into the radial holes in the locking nut until it is possible to turn the cams with your fingers.

3. Using a slotted screwdriver on the slots on edge of cams, or your fingers, rotate the cams until the

switches are set. (See Figure 20.)

• The auxiliary switches should be set so switches #3 and #5 operate in synchronism with switch #1

For Switches #3 and #5:

• Rotate the actuator shaft, using the manual handwheel or the auto/manual switch, to the desired

• Rotate the #3 switch operating cam to activate at this position. The switch roller arm should go

xiliary switches were ordered, these switches are factory set to 10 % and 90 % for

rn the locking nut, found behind the sensor, counter-clockwise using a 1/8” allen wrench or

(i.e., both activating when the drive is going in the same direction) and set switches #4 and #6 to operate in synchronism with switch #2.

low scale position.

from being in an up, not depressed state, to a depressed state as the cam is rotated in the direction of the shaft rotation going toward the limit position. This will cause the switch to go from NC to NO when the switch activates. Switch activation may be detected by the clicking sound or with a continuity tester connected to the terminals. Both the NC and NO contact states are available to the customer at the terminals (see Figure 13 page 26).

• Repeat for Switch #5 if applicable.

For Switches #4 and #6:

• Rotate the actuator shaft, using the manual handwheel or the auto/manual switch, to the desired up

scale position.

• Rotate the #4 switch operating cam to activate at this position. The switch roller arm should go

from being in an up, not depressed state, to a depressed state as the cam is rotated in the direction of the shaft rotation going toward the limit position. This will cause the switch to go from NC to NO when the switch activates. Both the NC and NO contact states are available to the customer at the terminals (see Figure 13 page 26).

• Repeat for Switch #6 if applicable.

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4. Set Up and Calibration Procedures - Setting Auxiliary Switches (actuators mfd. pre-1/1/03)

4. Once the cams are set in the correct positions, turn the locking nut clockwise until snug tight (it does

not have to be “hard” tight and does not have to completely flatten the spring washer).

5. Double check limit switch actuation by first manually driving the actuator to each end of travel and

LOCKING NUT

CAM 1 (REF)

CAM SLOTS

SWIT CH 1

SWIT CH 3

SWIT CH 5

NOTE: Switches 2, 4 and 6 are located on le ft si de .

Figure 20 Location of Auxiliary Switches

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4. Set Up and Calibration Procedures - Setting Auxiliary Switches (actuators mfd. pre-1/1/03)

End of travel limit switch settings

100%

Left hand Pointer scale

SW#1

8 (SW1 COM) 9 (SW2 COM)

SW#2

155

Clockwise and counterclockwise rotation is the direction of the output shaft when facing the end of the shaft. As shown, clockwise rotation of the output shaft activates SW#1 (at 0% on left hand pointer scale) and CCW rotation activates SW#2 (at 100% on left hand pointer scale). Termin al numbers are next to circles (see Figure 13 pag

e 26).

Figure 21 End of Travel Limit Switch Settings

Figure 22 Auxiliary Switch Settings

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4. Set Up and Calibration Procedures - Setting Auxiliary Switches (actuators mfd. after 1/1/03)

Setting Auxiliary Switches (actuators mfd. after 1/1/03)

WARNING

While the unit is powered, a potentially lethal shock hazard exists inside the case.

ATTENTION

If optional auxiliary switches were ordered, these switches are not set by the factory. Switch settings should be set so that switch #3 operates in synchronism with switch #1 (i.e., both activating when the actuator is going in the same direction) and switch #4 to operates in synchronism with switch #2, etc.

To adjust the next auxiliary switch cams (see Figure 22 ):

1. Re

2. Using a slotted screwdriver

3. The auxiliary switches shoul

For Switches #3 and #5:

4. Rotate the actuator shaft, using the manual handwheel or the auto/manual switch, to the desired low

5. Rotate the #3 switch operating cam to activate at this position. The switch roller arm should go from

6. Rotate the actuator shaft, using the manual handwheel or the auto/manual switch, to the desired up

7. Rotate the #4 switch operating cam to activate at this position. The switch roller arm should go from

8. No

9. Double check limit switch actuation by first manually driving the actuator to each end of travel and

Clockwise and counterclockwise rotation is the direction of the output shaft when facing the end of the shaft. As shown, clockwise rotation of the output shaft activates Switch 3 and Switch 5 similar to Limit Switch 1. Counterclockwise rotation of the output shaft activates Switch 4 and Switch 6 similar to Limit Switch 2.

Terminal numbers are next to circles (see

d of travel limit switches (Switches #1 and #2).

move the terminal cover (see Figure 1).

on the slots at the edge of the cams, or your finger, rotate the cams until the

switches are set (see Figure 20).

d be set so switches #3 and #5 operate in synchronism with switch #1 (i.e., both activating when the drive is going in the same direction) and set switches #4 and #6 to operate in synchronism with switch #2.

scale position.

being in an up, not depressed state, to a depressed state as the cam is rotated in the direction of the shaft rotation going toward the limit position. This will cause the switch to go from NC to NO when the switch activates. Switch activation may be detected by the clicking sound or with a continuity tester connected to the terminals. Both the NC and NO contact states are available to the customer at the terminals (see

Figure 13 page 26).

r Switches #4 and #6:

scale position.

being in an up, not depressed state, to a depressed state as the cam is rotated in the direction of the shaft rotation going toward the limit position. This will cause the switch to go from NC to NO when the switch activates. Both the NC and NO contact states are available to the customer at the terminals (see

Figure 13 page 26).

additional adjustments are required.

Figure 13 page 26).

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5. Start-Up/Operation - Power Up Diagnostics

5. Start-Up/Operation

Introduction

After the actuator is completely installed, wired, and the preliminary adjustments made, it is advisable to check the operation of the actuator and controlled device before placing it in service. In other words, operate the controlled device and check its direction of travel in response to an increase of the input signal and make sure it is correct for the process. Actuators having the optional auto-manual switch must have the knob set in the AUTO position.

This section provides a checklist that can be used to do a walk-through with the actuator before it is actually used for control. Other features which may be helpful in understanding actuator operation are also provided.

Power Up Diagnostics

When power is applied to the actuator, the actuator electronics performs a diagnostic routine on various device components. These tests include a:

• RAM diagnostic (RAMTST),

• Check of the electrically eraseable PROM (SEETST),

• Verification that valid parameter values are in the actuator configuration (CFGTST),

• Verification of valid calibration values (CALTST)

• Test of the local display and LED indicators (all display segments and LED indicators light

simultaneously).

The local display shows the status of the diagnostics as they are completed during power up. TEST DONE is shown on the display when diagnostics are complete and actuator should be in AUTO mode. See Table

8 for more information on the power up diagnostics.

Operations Checklist

To make sure that the actuator is properly installed and set up for your particular application, you should check and verify the following:

• Verify that the configuration is correct for your application by stepping through all set up groups and

checking the setting of all set up parameters.

• Verify operation of end-of-travel limit switches.

• Verify operation of auxiliary switches or relay function (if installed).

• Check operation of AUTO - MANUAL DRIVE switch (if present), by setting the knob to the CW and

CCW - MANUAL positions. The output shaft should rotate in the direction indicated by the knob. The LED indicator on the local display should indicate the actuator is in manual mode by the LED blinking at approximately a 1 second rate.

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5. Start-Up/Operation - Operating the Local Display at High Temperatures

Operating the Local Display at High Temperatures

The temperature limits for the actuator local display are listed as -30° C to +50° C (-20° F to +122°F). The display is programmed to shut off automatically at operating temperatures above +50

At high temperatures, pressing the DISPLAY or SETUP keys will turn on the display. The display will remain on and then shut off again after 4 minutes if no keypad activity is detected and the temperature is still above +47

° C.

Operating Displays

Pressing the DISPLAY key cycles the display through a number of operating parameters. Table 29 shows a number of sample displays that can be shown durin g o peration.

Table 29 Typical Operating Displays

Display Description

° C.

NOTE: When the AUTO/MANUAL key is pressed, placing the actuator in manual mode, the Position display (POS) becomes the current local display.

Motor Stall

The actuator is equipped with a low current motor that prevents against burnout if the motor becomes stalled. A stall condition occurs when the motor position does not follow the input, or if the motor does not reach setpoint within a given period of time. The actuator sets the STALLED LED indicator on, along with any other alarms or relay contacts that are programmed to close when a stall condition is detected. The maintenance statistic for accumulated stall time is incremented.

0.0 INP

OP 0.5

100.0

DE 99.9

0.6 POS

Input— Upper Display = Shows input value

Lower Display = prompt

Output— Upper Display = Show s input value Lower Display = Shows output value

Deviation— Upper Display = Shows input value Lower Display = Shows value of deviation of sensor from input.

Position— Upper Display = Shows value of position sensor. Lower Display = prompt

NOTE: Position display will show negative values, if appropriate.

A stall condition is not detected if a limit switch is set while the motor is moving toward setpoint, or if the motor position is within 0.5 % of setpoint.

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5. Start-Up/Operation - Non-Contact Sensor Operation

Non-Contact Sensor Operation

The non-contact sensor (NCS) is magnetically coupled to the output shaft of the actuator so that the sensor detects shaft position. The sensor is adjusted at the factory and under normal conditions, the NCS requires no adjustment. A simple check can verify that the sensor working properly and that it is in adjustment. Verification of the NCS output is performed by setting the drive motor to its zero, midpoint and 100% positions and observing the output voltage of the non-contact sensor PWA. The actuator has a feature that allows the NCS output voltage to be read from the local display.

Step Action

Drive the motor to 50% position.

Press SET UP key on the keyboard until the display reads CAL POSOUT.

Press FUNCTION key until the display reads DIS CALPOS. Press the Press the FUNCTION key.

Upper Display = n.nnn (Output voltage of the non-contact sensor) Lower Display = POSOUT

The display should read 2.500 + or – 0.012 Volts.

Press DISPLAY key and then drive the motor to zero position. Repeat Step 2.

The display should read 1.600 + or – 0.060 Volts.

Press DISPLAY key and then drive the motor to 100% position. Repeat Step 2.

The display should read 3.400 + or – 0.060 Volts

If the NCS needs adjustment, refer to the “Calibrate Non-Contact Sensor” procedure in Table

27 in Section 4.

or keys until the display reads BEGN CALPOS.

Remote Setpoint Operation

The 10260S actuator can be set up to receive a digital input from a remote source. The actuator uses RS485 communications that supports digital Modbus RTU protoc ol. Press the SET UP key to select the Input set up group. Change the Input Type to Remote Setpoint (R_SP). Make the necessary connections to terminals 33, 34 and 35 on the actuator terminal block. See Figure 23. Communicaton parameters should be set t

o the same values as the host device. The actuator communication parameters are accessed in the

Communications Set Up group. There are some restrictions to actuator operation when remote setpoint input is active. In order to provide a

bumpless transfer when switching from one input signal type to remote setpoint, the actuator will use the last known analog input value as its setpoint when swtiching to remote setpoint input operation. The actuator motor can only be set to full span (90 degrees of rotation). It cannot be set to a reduced range of rotation. No input filtering is active on the input signal to the actuator.

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5. Start-Up/Operation - Regions of Motor Travel

Actuator Terminal Block

Figure 23 Terminal Block Connections for Modbus Communications

Regions of Motor Travel

The full span of motor travel is 90° rotation. The span is divided into 10 regions of motor travel as shown in Figure 24 (regions are numbered 0 through 9). Maintenance statistics are accumulated on the total num

ber of motor starts, as well as the total number of motor starts that occur in each region of travel. The statistics can be accessed in the maintenance set up group. The counts can also be reset to zero if desired or saved manually to memory. See Maintenance Set Up Group for more information. The regions of travel are set for full span motor travel (90 example between 40% and 80% of full span, the maintenance statistics will show motor starts only in regions 4 through 7.

FEEDBACK

33 34

COMMUNICATION

SHIELD

COM

DIGITAL INPUT

INP

° rotation). If the actuator is set up to operate in a smaller range, for

Region of Tr ave l

Percent of Span

0% 20% 40% 60% 80% 100%

0 1 2 3 4 5 6 7 8 9

0o 30o 60o 90o

Degree s of Rotati o n

Figure 24 Regions of Motor Travel

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6. Control Applications - Split Range

Introduction

The 10260S Smart Actuator can operate in a variety of control applications. Examples are given in this section for the actuator to operate in:

• A basic flow control application

• Proportional flow application using multiple actuators

• A split valve configuration.

Split Range

The 10260S actuator can be set up to operate within a narrow input range (for example, 4 to 12mA input) in certain applications. The procedure in Table 30 describes how to set up an actuator to operate as part of a split valve configuration.

Step Action

6. Control Applications

Table 30 Split Range Set Up Procedure

To Set Actuator span to operate from 4 to 12 mA input.

1 Enter Set Up mode by pressing SET UP key 2 Select SET INPUT group 3 Press FUNCTION key until INP HI (on lower display) is selected. 4 Set INP HI value to 50.0 5 Press FUNCTION key to select INP LO and set value to 0.0 6 Press DISPLAY key to exit Set Up mode.

To Set Actuator span to operate from 12 to 20 mA input.

1 Enter Set Up mode by pressing SET UP key 2 Select SET INPUT group 3 Press FUNCTION key until INP HI (on lower display) is selected. 4 Set INP HI value to 100.0 5 Press FUNCTION key to select INP LO and set value to 50.0 6 Press DISPLAY key to exit Set Up mode.

ATTENTION

Be sure to review failsafe strategy for your process application.

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Master/Slave Arrangement

Introduction

With the motor positioner, the controlling signal for the actuator is a 4 mA to 20 mA from a current output controller as shown in the flow diagram in Figure 25.

Unlike

the position output controller, the current output controller must produce a continuous analog signal or the actuator will revert to one of its failsafe states. Signal failure is not a problem since the available failsafe settings allow you to set the actuator position on signal loss.

Basic Flow Control

When the process variable signal is below set point, the controller increases current (4 mA to 20 mA) to the actuator input and opens the valve. Controller set point governs valve position to obtain desired flow rate.

6. Control Applications - Master/Slave Arrangement

Orifice P late

Controller

FIC

Current Output Controller

4 to 20 mA

Positioner & Actuator

Position

Figure 25 Flow Diagram

10260S Series Actuator

Valve

Linkage

4 to 20 mA

250 Ohms 1 to 5 VDC

Hot

Neutral Ground

120/240

VAC

Figure 26 Interconnection Diagram

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6. Control Applications - Master/Slave Arrangement

Proportional Flow using Multiple Actuators

Refer to flow diagram in Figure 27 and interconnection diagrams in Figure 28. The controller governs flow rate in one burner. Only that

flow is measured. Since #2 and #3 motor positions receive the same signal as #1 motor positioned, valves #2 and #3 will deliver the same amount of fuel. This is true when the span and zero adjustment are all set the same as in curve 2 of the graph. Other relationships between units exist if the span adjustment (3) for ratio or if the zero adjustment is changed (1) for bias.

Orifice Plate

Position

FIC

with Bias

Positioner & Actuator

Controller

4 to 20 mA

Proportional

MP #1

Ratio

Linkage

MP #2

Linkage

MP #3

Figure 27 Proportional Flow Using Multiple Actuators

Valve

Linkage

Valve

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6. Control Applications - Master/Slave Arrangement

Current Output Controller

4 to 20 mA

Note: Controller must be capable of sourcing the impedance.

Preferred Wiring

NOTE: If using HART communications, for this application HART must be configured for Multi-drop operation.

10260S Series Actuator #1

Hot

250 Ohms 1 to 5 VDC

10260S Series Actuator #2

250 Ohms 1 to 5 VDC

10260S Series Actuator #3

250 Ohms 1 to 5 VDC

Neutral Ground

Hot Neutral

Ground

Hot

Neutral Ground

120/240

VAC

120/240

VAC

120/240

VAC

Current Output Controller

4 to 20 mA

Alternate Wiring

10260S Series Actuator #1

Hot

250 Ohms 1 to 5 VDC

10260S Series A c tua t or #2

10260S Series A c tua t or #3

Neutral Ground

Hot

Neutral

Ground

Hot

Neutral

Ground

120/240

VAC

120/240

VAC

120/240

VAC

NOTE: If using HART communications, for this application HART must be configured for Multi-drop operation.

Figure 28 Multiple Actuator Interconnection Diagrams

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6. Control Applications - Master/Slave Arrangement

Split Valve Configuration

A common heat or cool type process requires two valves. In this case the controller has only one output. The two motor positioners are calibrated differently, one responds to 4 mA to 12 mA and the other responds to 12 mA to 20 mA. At 12 mA both valves are closed, one opening below 12 mA and the other above 12 mA. Refer to Figure 29 for an interconnection actualtors.

diagram for split valve operation using two

Current Output Controller

4 to 20 mA

Note: Controller must be capable of sourcing the impedance.

Preferred Wiring

NOTE: If using HART communications, for this application HART must be configured for Multi-drop operation.

Current Output Controller

4 to 20 mA

10260S Series Actuator #1

Hot

250 Ohms 1 to 5 VDC

10260S Series Actuator #2

250 Ohms 1 to 5 VDC

10260S Series Actuator #1

250 Ohms 1 to 5 VDC

Neutral

Ground

Hot

Neutral

Ground

Hot

Neutral

Ground

120/240

VAC

120/240

VAC

120/240

VAC

10260S Series Actuator #2

Alternate Wiring

Hot

Neutral

Ground

120/240

VAC

NOTE: If using HART communications, for this application HART must be configured for Multi-drop operation.

Figure 29 Interconnection Diagrams

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6. Control Applications - Master/Slave Arrangement

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Page 95

Introduction

There is some basic maintenance that is recommended for the 10260S Series Smart Actuators. The electronic PWAs within the actuator require no maintenance or servicing under normal conditions.

If there is a problem, refer to information in this section as well as Section 9 – Troubleshooting.

Basic Maintenance

Non-Contact Sensor

Under normal conditions the non-contact sensor PWA does not require maintenance.

Main Gear Lubrication

Under normal operating conditions, the main worm gear should not require maintenance.

7. Maintenance - Basic Maintenance

7. Maintenance

Spur Gear Lubrication

Honeywell recommends that during major shutdown periods the spur gears should be inspected and lubricated. Follow the steps in Table 31 to access the spur gear com necessary.

WARNING

Disconnect power before opening the actuator case to inspect the actuator gears. A potentially dangerous pinch hazard exists inside the case if the unit is opened while powered.

Step Action

Remove AC power from actuator.

Remove the six screws and the side cover of the actuator case. See Figure 30.

Inspect the final spur gear, the idler gear and motor pinion for excessive wear and adequate lubrication. See Figure 30.

If needed, use Texaco Starplex 2 EP grease, or equivale nt and apply lubricant to assure that the gears are adequately protected.

partment and lubricate the gears if

Table 31 Spur Gear Lubrication Procedure

Install a new gasket and replace side cover. Secure to actuator with screws.

Restore actuator to service.

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7. Maintenance - Basic Maintenance

Spur Gears

Side Cover Gasket

Side Cover

Final Spur Gear

Idler Gear

Motor Pi nion

Figure 30 Spur Gear Location

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Replacement Procedures

Fuse Replacement

The motor drive circuit contains two fuses. They are locate d on the powe r distribution PWA. If it becomes necessary to replace these fuses, follow the procedure in Table 32 and refer to Figure 32 for fuse location.

WARNING

Disconnect power before opening the actuator case to replace the fuse(s). A potentially lethal shock hazard exists inside the case if the unit is opened while powered.

Table 32 Motor Drive Fuse Replacment Procedure

Step Action

Remove AC power from actuator.

Remove the seven screws and the extended cover of the actuator case. See Figure 31.

Lay assembly down on a flat surface and remove old gasket.

7. Maintenance - Replacement Procedures

Locate the two fuses on the power distribution PWA. See Figur e 32. Carefully remove and replace fuse(s) with Wickmann T1 type 6A 250V, or equivalent.

Install a new gasket and replace extended cover. Secure to actuator with screws.

Power Distribution PWA

Extended Cover Assembly

Relay 3 and 4 PWA

Relay 1 and 2 PWA

Figure 31 Power Distribution PWA and Relay PWA Locations

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7. Maintenance - Replacement Procedures

Power Dis tr i buti on PWA

Figure 32 Motor Drive Circuit Fuses

Relay PWA Replacement

If a relay PWA needs to be replaced, follow the procedure in Table 33 to access and replace the PWA.

WARNING

Disconnect power before opening the actuator case. A potentially lethal shock hazard exists inside the case if the unit is opened while powered.

Table 33 Relay PWA Replacement Procedure

Fuses for Motor Driv e Circuit

Step Action

Remove AC power from actuator.

Remove the seven screws and the extended cover of the actuator case. See Figure 31.

Lay assembly down on a flat surface and remove old gasket.

Disconnect the wire connector from the relay PWA.

Carefully remove the relay PWA. Turn the locking tabs of the card guides away to unlock the PWA and slide it out from the card guides.

Install the replacement relay PWA by sliding it into the card gui des until it mates with the Main CPU. Turn the locking tabs on the card guides to secure the PWA in place.

Plug in wire connector to relay PWA.

8 Install a new gasket and replace extended cover. Secure to actuator with screws.

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8. Replacement/Recommended Spare Parts

Introduction

This section provides you with a complete list of all the spare parts that may be needed for the 10260S Series Actuators and optional equipment. Each kit contains replacement parts accessories and instructions for component replacement. The numbers in Figure 33 identify the location replacement components and are keyed to parts kits listed in this section.

8. Replacement/Recommended Spare Parts -

of various actuator

Figure 33 10260S Actuator Components

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8. Replacement/Recommended Spare Parts -

Motor Kits

Kit #51205551-501 Motor 1026(1, 2, 4, 6) 120 V 50/60 Kit

Part Description

Motor Capacitor, Motor 7.5uf Gasket Set (10260S) Kit Instruction

Kit #51205551-502 Motor 10263 120 V 50/60 Kit

Part Description

Motor Capacitor, Motor 11uf - 60 Hz Capacitor, Motor 13uf - 50 Hz Gasket Set (10260S) Kit Instruction

Kit #51205551-503 Motor 1026(7, 8, 9) 120 V 50/60 Kit

Part Description

Motor Capacitor, Motor 14uf Gasket Set (10260S) Kit Instruction

Kit #51205551-504 Motor 1026(1, 2, 4, 6, 7, 8, 9) 240 V 50/60 Kit

Part Description

Motor Capacitor, Motor Capacitor, Motor Gasket Set (10260S) Kit Instruction

Kit #51205551-505 Motor 10263 240 V 50/60 Kit

Part Description

Motor Capacitor, Motor Capacitor, Motor Gasket Set (10260S) Kit Instruction

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