This manual contains important safety
information. Please ensure it is thoroughly
read and understood before installing,
operating or maintaining the equipment.
PUB021-034-00
Date of issue 05/12
Page 2
The Rotork Setting Tool and Setting Tool Pro allows actuator control,
indication and protection functions to be configured to suit site requirements.
In addition, the new Rotork Bluetooth
downloading of Datalogger and uploading/downloading of configuration
files. Files are transferred to and from the Bluetooth
®
Setting Tool Pro also allows
®
Setting Tool Pro via
Insight II.
It is essential that all the actuator settings are checked for compatibility with
the valve, process and control system requirements before the actuator is put
into service. Please read this publication before proceeding.
When Rotork personnel or nominated agents are contracted to carry out site
commissioning and/or acceptance, documentation of commissioned actuator
configuration can be made available for customer records.
• CommissioningandadjustmentoftheConfigurationSettingstosuit site-specific control and indication requirements.
• MaintenanceandTroubleshooting.
• SalesandService.
THE ROTORK FLUID SYSTEMS EH Pro RANGE – A RELIABLE
SOLUTION FOR ELECTRIC FAILSAFE AND MODULATING VALVE
CONTROL THAT YOU CAN COMMISSION AND INTERROGATE
WITHOUT REMOVING ELECTRICAL COVERS.
Using the supplied infrared / Bluetooth setting sool to access the actuator
set up procedures, non-intrusive setting of internal hydraulic pressure levels,
position limits and all other control and indication functions can be made
safely, quickly and conveniently, even in hazardous locations
Standard diagnostics information about the control system, valve and
actuator status in the form of display icons and help screens.
Setup,AlarmandstatustextisavailableinEnglish(default).
Other languages are available upon request.
Instantaneous internal hydraulic pressure and position can be monitored on
the actuator with a single key press of the Setting Tool.
The on board Datalogger captures operational and valve data enabling
All electronics are protected in a watertight or explosion-proof enclosure.
Other features include local manual control, indication feedback via
dry contacts and 4-20 mA signal; or optional digital control via Modbus,
Foundation Fieldbus, Profibus, DeviceNet or Rotork Pakscan communication
13 Actuator Nameplate72
14 Hazardous Area Approvals73
14.1 ApprovedFuses73
15 Special Conditions of Safe Use74
Appendix A
Accumulator Precharge and Removal
BusSystemPositioningControlSettings
64
60
V
Page 7
1
Health and Safety
1
This manual is produced to enable a
competent user to install, operate,
adjust and inspect Rotork EH range of
actuators. Rotork EH range of actuators
may have features not covered in
this manual; always refer to order
specific operating documentation. Only
persons competent by virtue of their
training or experience should install,
maintain and repair Rotork actuators.
Work undertaken must be carried out
in accordance with the instructions
in this and other relevant manuals.
The user and those persons working
on this equipment should be familiar
with their responsibilities under any
statutory provisions relating to the
Health and Safety of their workplace.
Due consideration of additional
hazards should be taken when using
the EH range of actuators with other
equipment. Should further information
and guidance relating to the safe use
of the Rotork EH range of actuators be
required, it will be provided on request.
The electrical installation, maintenance
and use of these actuators should be
carried out in accordance with the
National Legislation and Statutory
Provisions relating to the safe use of
this equipment, applicable to the site of
installation.
For the UK: Electricity at Work
Regulations 1989 and the guidance
given in the applicable edition of the
“IEE Wiring Regulations’’ should be
applied. Also the user should be fully
aware of his duties under the Health
and Safety Act 1974.
For the USA: NFPA70, National
Electrical Code ® is applicable.
The mechanical installation should be
carried out as outlined in the manual
and also in accordance with relevant
standards. Since Rotork EH range
actuators may include features not
covered in this manual, always refer
to order specific documentation,
including operating instruction,
hydraulic schematic (HS) and wiring
diagram (WD). If the actuator has
nameplates indicating that it is suitable
for installation in hazardous areas then
the actuator may be installed in Zone
1 and Zone 2 classified hazardous area
locations only. It should not be installed
in hazardous area locations with an
ignition temperature less than 135 °C
unless suitability for lower ignition
temperatures has been indicated on the
actuator nameplate.
,
It should only be installed in hazardous
area locations compatible with the gas
groups stated on the nameplate.
The electrical installation, maintenance
and the use of the actuator should be
carried out in accordance with the code
of practice relevant for that particular
hazardous area certification.
No inspection or repair should be
undertaken unless it conforms to the
specific hazardous area certification
requirements. Under no circumstances
should any modification or alteration be
carried out on the actuator as this could
invalidate the actuators hazardous area
approval certification.
Access to live electrical conductors is
forbidden in the hazardous area unless
this is done under a special permit
to work, otherwise all power should
be isolated and the actuator moved
to a non-hazardous area for repair or
attention.
Trained service technicians are
available to assist with or perform
commissioning and maintenance. If
you have any questions or concerns
regarding installation, commissioning,
maintenance, or operation, contact your
local Rotork office for assistance.
EH actuators utilise hydraulic fluid.
Refer to applicable specification for type
required.
Always wear safety glasses and
appropriate protective clothing
including gloves when working with
hydraulic fluid. Also remove any jewelry
or other objects that might conduct
electricity.
Prior to performing any maintenance,
make sure that electric power to the
actuator is removed and that hydraulic
system pressure is released.
Hydraulic fluid is a hazardous material.
Consult the material safety data sheet
(MSDS) for detailed health and safety
information. Fluids should be contained
and disposed of properly in accordance
with applicable regulations.
Page 8
2
NING: Compressed Springs
WAR
All springs within the EH range of
actuators are pre-compressed. Springs
must not be removed from the actuator.
WARNING:Hydraulic Fluid
EH actuators are filled with hydraulic
fluid. See actuator data label for type of
oil supplied.
Should there be a requirement to
change the fluid, then the appropriate
protective clothing including gloves
and safety glasses must be worn. Used
hydraulic fluid must be disposed of
safely (see environmental section).
Note: the PRODUCT SAFETY DATA
SHEETS covering the type of
hydraulic oil supplied by Rotork
Fluid Systems for use within the
supplied power units are available
on request.
WARNING: Operating by Hand
With respect to optional manual
operation of Rotork Fluid Systems
actuators, see warnings in Section 4.
WARNING:
and operate when remote is selected.
This will be dependent on remote
control signal status and actuator
configuration.
WARNING:
only be located in areas where the risk
of impact to the viewing window is low.
Paint finish: Standard 2-pack
epoxy brown red
(158 microns thick)
The user must ensure that the operating
environment and any materials
surrounding the actuator cannot lead
to a reduction in the safe use of, or the
protection afforded by, the actuator.
Where appropriate the user must
ensure the actuator is suitably protected
against its operating environment.
Products manufactured by Rotork
Fluid Systems do not present a hazard
to health under normal conditions of
storage, distribution and use, provided
that good industrial and hygiene
procedures are followed.
If your actuator cannot be installed
immediately, store it in a dry place until
you are ready to connect incoming
cables.
If the actuator is to be installed, but not
immediately cabled, it is recommended
that any plastic cable entry transit plugs
be replaced with a suitable metal plug.
The double-sealed construction of the
terminal compartment will preserve
internal electrical components perfectly
if left undisturbed.
It is not necessary to remove the
electrical compartment covers in order
to commission the EH actuator.
Plug any open hydraulic ports or
electrical entries.
Fill the reservoir with the proper
hydraulic oil to protect the interior from
corrosion.
Visually inspect the equipment
periodically to identify any potential
corrosion. Repair as required.
Do not store in direct sunlight to avoid
premature weathering.
Rotork Fluid Systems will not accept
responsibility for deterioration caused
on site once the covers are removed.
Every Rotork Fluid Systems actuator
has been fully tested before leaving
the factory to give years of trouble
free operation, providing it is correctly
commissioned, installed and sealed.
Do not store in temperatures beyond
the normal operating range as stated
on data label.
Page 10
3
Operating your EH Actuator
4
3.1 Electrical Operation
Check that the power supply voltage
agrees with that on the actuator
nameplate. Switch on power supply. It
is necessary to check phase rotation (on
3-phase units). Proper lead connections
can be verified by viewing the pump/
motor fan while in operation. It should
rotate clockwise. If rotation is anticlockwise, reverse leads.
WARNING:
actuator electrically without first
checking, using the setting tool that
at least the Basic Settings have been
made.
Refer to Section 8.
Do not operate the
Selecting Local/Stop/Remote
Operation
The selector enables either Local or
Remote control, lockable in each position
using a padlock with a 6.5mm hasp.
When the selector is locked in the Local
or Remote positions the Stop facility is
still available. The selector can also be
locked in the Stop position to prevent
electrical operation by Local or Remote
control.
Local Control
With the selector positioned at Local
(clockwise) the lower black knob can
be turned to select Open or Close. For
Stop, turn upper knob anti-clockwise.
Fig. 3.1.
Local/Remote
Switch
Open/Close
Switch
Fig. 3.1.
Remote Control
Rotate the selector to the Remote
position (anti-clockwise), this allows
remote control signals to operate the
actuator. Local Stop can still be used by
turning the upper knob clockwise.
3.2 Display–Local Indication
Fig. 3.2 The Actuator Display
The display consists of:
1. Position Display – This is the main
7-segment position display with icons.
2. Text Display – This is a 2 line, 16
characters dot matrix display which
allows text to be used to compliment
the position display and icons.
3. Infrared LED's.
4. 2 x LED's for position indication.
Alarm Icon – This will be displayed
5.
for Valve, Control, and Actuator alarms.
Alarm indication is supported by fault
description text in the lower display.
6. IR Icon – This icon flashes during
infrared communication activity.
7. Percentage Open Icon – This icon will
be displayed when a percentage
Open value is in the upper display.
8. System Pressure – Hydraulic system
pressure is indicated by a gauge
on the manifold. The pump will
run automatically as required to
maintain adequate system pressure.
For actuators with accumulators, the
motor is controlled by an internal or
external pressure switch.
On power up the actuator’s liquid
crystal display screen is back-lit with an
amber light and one of the indicator
LED's will be on, dependent on
position. The display screen will show
percentage open or an end of travel
symbol. (See Figs 3.3, 3.4 and 3.5)
As standard, the red LED signifies valve
open, amber intermediate, and green
valve closed. Open and closed colour
functions can be reversed on request.
Page 11
3
Operating your EH Actuator continued
5
Open
The Red LED will be lit, the open symbol
and "Open Limit" will be displayed.
Open Limit
Fig. 3.3
Mid Travel
The Amber LED will be lit, percentage
open value will be shown and "Stopped"
will be displayed when there is no
actuator movement.
Stopped
Fig. 3.4
Closed
The Green
and "Closed Limit" will be displayed.
LED will be lit
, closed symbol
Closed Limit
Fig. 3.5
LED Indicators
WARNING: Mid Travel LED
colour may be affected by viewing
angle and lighting level.
The Close LED colour can be changed
to red if required. Refer to section 9.3.
3.3 Display Status Indication
– Travel
The EH display provides real time
status indication. The top line of the
text display is reserved for travel status
indication. Fig 3.6 shows the travel
status example
Closed Limit
.
Closed Limit
Fig. 3.6
Available travel status conditions displayed:
•
Closed Limit
set closed limit position.
Open Limit
•
set open limit position.
Moving Open
•
the open direction.
Moving Closed
•
the closed direction.
Stopped
•
mid travel position, indicated in the
top display (%open).
Actuator has reached the
Actuator has reached the
Actuator is traveling in
Actuator is traveling in
Actuator has stopped in a
•
Timer Active
enabled only. Interrupter Timer has
stopped the actuator mid travel for a
period equal to the set Timer Off
time. Refer to section 9.8.
3.4 Display Status Indication
– Control
The bottom line of the text display is
reserved for control status indication
and is displayed for approximately 2
seconds after the control mode or
signal is applied. Fig 3.7 shows the
control status example
Interrupter Timer option
Remote Control
.
Closed Limit
Remote Control
Fig. 3.7
Available control status conditions displayed:
•
Local Control
Local Stop
•
Remote Control
•
selected.
Local control selected.
Local stop selected.
Remote control
Page 12
3
Operating your EH Actuator continued
6
•
Local Close
Local close signal applied.
Local Open
•
•
or analogue) signal applied.
•
or analogue) signal applied.
•
emergency shut down signal applied.
•
signal applied.
•
signal applied.
•
emergency shut down signal applied.
•
via Bluetooth to either a setting tool
or PC.
* Bus Control option fitted may be Pakscan,
Local open signal applied.
Remote Close
Remote Open
Remote ESD
Remote Bus Open
Remote Bus Close
Remote Bus ESD
BT Connected
Profibus, Modbus, DeviceNet or Foundation
Fieldbus. Refer to actuator wiring diagram.
Remote close
Remote open
Remote hardwired
Remote Bus * open
Remote Bus* close
Remote Bus*
The actuator is connected
(hardwired
(hardwired
3.5 Display Alarm Indication
The EH display provides alarm indication
in the form of text and alarm icons.
General Alarm:
The general alarm icon will be
supported with text in the bottom line
indicating the particular alarm, or if
more than one is present, each alarm
will be displayed in sequence.
Fig 3.8 shows the status example
TRAVEL OP
(Mid Travel Over Pressure).
Stopped
MID TRAVEL OP
Fig. 3.8
Available alarm conditions displayed:
Valve Alarms
•OP IN MID POS - Tripped off on pressure
while moving in either direction between
electrical limits after a signal to move.
•OP AT LIMIT - Tripped off on pressure
while moving in either direction between
the electrical limit and the mechanical
end stop after a signal to move.
•STALL IN MID POS - No movement
detected between electrical limits after a
signal to move.
•STALL AT LIMIT - No movement detected
MID
between the electrical limit and the
mechanical end stop after a signal to
move.
Control Alarms
•DEMAND FAULT - This fault indicates
that the analogue demand signal has
dropped below half the minimum set
demand signal. In a 4-20 mA system the
demand signal has dropped below 2
mA, or it goes above 22mA.
•PS UNABLE TO RUN - The actuator may
not be at the correct limit to start the
test or a new command was issued
before the test was complete.
•MANUAL RESET ON - The actuator needs
to be manually reset after either a ESD
command or mains failure. Refer to 9.5
ESD Manual Reset.
•ESD ACTIVE - When present the ESD
signal overrides all local and remote
control signals. Once the ESD action is
carried out operation is inhibited while
the ESD signal is maintained. Refer to
9.5 ESD Action.
Actuator Alarms
• CONFIG ERROR - There may be an error
in the configuration (set up) of the
actuator. Check and reset basic setting
and check configuration settings.
•ELECTRONIC FAULT - A hardware fault is
caused by an internal fault on the Main
PCBA which prevents it from reading
its inputs. This is critical and inhibits
operation. This fault may be cleared by
removing the mains power from the
actuator and waiting for 20 seconds.
•LOCAL CONTROL FAIL - This indicates a
fault caused by a either a Main Board
failure, local control switch failure or
conflicting signals from the switches.
For example, both Local and Remote or
Open and Close selected simultaneously.
•SOL DRIVE FAULT - Contact Rotork.
• POS SENSOR FAULT - Detected failure in
the position sensing system – contact
Rotork.
•PRES SENSE FAULT - Detected failure in
the pressure sensing system – contact
Rotork.
•WRONG DIRECTION - This indicates
that the actuator has started to move
in the opposite direction to the given
command. When this occurs the
actuator is stopped.
• PS ERROR - This indicates that a fault
occurred while the actuator was
attempting a partial stroke.
•OPTION CH 1 FAULT - Contact Rotork.
•OPTION CH 2 FAULT - Contact Rotork.
•EEPROM MISSING - Contact Rotork.
Page 13
3
Operating your EH Actuator continued
7
3.6 ESD Signal
A dedicated ESD digital input is
provided with all standard actuators.
The actuator may be configured to Failin- Position, Fail Close or Fail Open. The
ESD signal can also be configured to
override the Local Stop command.
Double -acting units without an
optional accumulator require power
to the motor in order to stroke the
actuator to the ESD position.
Refer to the wiring diagram for input
terminals. Refer to Section 9.5 for
settings.
3.7 Partial Stroke
A dedicated Partial Stroke input is
provided as a standard feature for
Open/Close applications. Its purpose is
to verify valve and actuator operation
without significant effect on valve flow.
Refer to the wiring diagram for input
terminals. Refer to Section 9.5 for
settings.
3.8 Limit Switches
When fitted, open and close limit
switches are pre-set at the factory to
correspond to the actuator mechanical
travel stops. Pre-set positions should
be checked to ensure full opening and
closing of the valve.
Should adjustment be required, they
must be manually set and are accessed
by removal of the control module cover.
The upper-most switch is the open
switch; the lower is the close switch.
Switch cam adjustment is by fingertip
rotation in either direction. Cams are
compression spring loaded and are held
in position by tapered centers.
Open and Close position limits must
also be set via controller configuration.
Refer to Section 8.
3.8.1 Open Switch Adjustment
Move the valve/actuator to the fully
open position. Locate the proper switch
cam. Push the cam down and rotate
anti-clockwise until the switch operates
and release the cam. The switch is now
set.
3.8. 2 Closed Swtch Ad justment
Move the valve/actuator to the fully
closed position. Locate the proper
switch cam. Lift and turn the cam
clockwise until the switch operates and
release the cam. The switch is now set.
3.8.3 Four SPDT Option
Refer to DOC 1613.
3.9 Speed Control
Speed control is a standard feature only
on the spring stroke of spring return
actuators. For the hydraulic stroke of
spring-return actuators and for doubleacting actuators, it is an available option
requiring the addition of a hydraulic
power storage accumulator.
The speed of the hydraulic stroke is not
adjustable by the Extend speed control.
This is due to the nature of fixed
displacement pumps. The Extend speed
control should be fully anti-clockwise.
3.9.1 Sprin g-Return Adjustment
(No Accumulator)
Only the stroke time for the spring
stroke is adjustable. This is done with
the needle valve labeled Retract on the
hydraulic manifold. Loosen the jam nut
and turn the needle valve clockwise
to decrease the stroke time or anticlockwise to increase stroke time.
The speed of the hydraulic stroke is not
adjustable by the Extend speed control.
This is due to the nature of fixed
displacement pumps. The Extend speed
control should be fully anti-clockwise.
Speed Control of the spring stroke
is adjusted as outlined in Section
3.9.1.The hydraulic stroke is adjusted
by the Extend needle valve. Loosen the
jam nut and turn the valve clockwise to
decrease stroke time and anti-clockwise
to increase stroke time.
3.9.3 Spring-Return Units for
Positioning Applications
Positioning units will have an additional
speed control labeled Retract Slow.
This is used to slow the spring stroke
as the actuator approaches its demand
position. This will be factory set to
maximize positioning accuracy and
should not need adjusting.
Speed control of double-acting units
is not possible unless a hydraulic
accumulator is supplied.
The speed control labeled NV-EXT and
NV-RET are used to adjust the stroke
time. Loosen the jam nut and turn the
appropriate valve clockwise to decrease
and anti-clockwise to increase.
3.9.5 Double-Acting Adjustment
(No Accumulator)
Speed control is not available on
double-acting units without an
accumulator. This is due to the nature
of fixed displacement pumps.
Optional manual operation may have
been specified for your EH actuator.
For all EH actuators, optional manual
operation is provided with a hydraulic
hand pump. When supplied, a pump
with a removable handle is located on
or near the power unit.
WARNING:
Manual override operation should
only be carried out when there is no
power supplied to the actuator.
Hand pump Operation
In most cases, a two-position lever
on the side of the manifold selects
the direction of travel. Some special
actuators have a ball valve(s) to control
hand pump operation. Consult your
job specific hydraulic schematic for
operation details..
WARNING:
See specific manual override label
as supplied with actuator, for
manual override procedure.
For units fitted with an external
solenoid valve, an extra isolating
valve is fitted inline with the valve,
this must be set to ‘Manual’ to
operate the manual override.
An isolation valve is also fitted for
fail in position actuators, this must
be set to ‘Manual’ to operate the
manual override.
There is also a locking mechanism
fitted to each ball valve to allow it
to be locked in position by means of
a padlock. It is recommended that a
padlock is fitted for actuators being
used in an ESD application.
Page 15
5
Mounting the Actuator
9
5.1 Lifting
WARNING:
Refer to weights and measures
from job specific EH information for
actuator weight.
Ensure the valve is secure before fitting
the actuator as the combination may be
top heavy and therefore unstable.
In no circumstances should hydraulic
piping or electrical cabling be used for
lifting purposes.
If it is necessary to lift the actuator
using mechanical lifting equipment,
certified slings should be attached.
At all times trained and experienced
personnel should ensure safe lifting,
particularly when mounting actuators.
WARNING: The actuator should
be fully supported until complete
valve shaft engagement is achieved
and the actuator is secured to the
valve mounting flange.
Actuator to valve fixing must conform
to material specification ISO Class 8.8,
yield strength 628 N/sq mm.
WARNING: Do not lift the
actuator and valve combination via
the actuator. Always lift the valve/
actuator assembly via
the valve.
Each assembly must be assessed on an
individual basis for safe lifting.
5.2 Mounting Orientation
Refer to order specific installation
drawing for proper mounting
orientation.
5.3 Fitting to Valve
Refer to order specific installation
drawing for proper fitup and mounting
pattern to valve.
5.4 Mechanical Travel
Adjustment
When the actuator has been bolted
to the valve flange or adaptor and
keys inserted; the position of the stop
bolts should be checked to ensure full
opening and closing of the valve.
If the preset end positions are not
suitable, the stop bolts may be adjusted
by first loosening the jam nut and
screwing the bolts in or out until the
desired position is obtained. Stroke the
yoke away from the stop bolt when
adjusting then return to check position.
When the correct position is obtained,
re-tighten the jam nut.
Certain valves incorporate their own
stops. In these cases, it is recommended
that the actuator stop bolt positions
coincide with the valve stop positions.
5.5 Hydraulic Fluid
EH actuators are supplied without
hydraulic fluid and must be filled prior
to operation. See Section 10.1 for the
oil specification.
WARNING:
If the actuator is fitted with an
accumulator it must be drained to
the reservoir before adding oil.
With the spring, or for double-acting
actuators the piston, fully extended,
fill the reservoir to approximately 50
mm (2 inches) below the top. Stroke
the actuator two times and re-check
the reservoir level. Add additional oil as
required. Refer to Section 10.1 for the
oil specification.
5.6 Power Accumulators
Some EH Range actuator configurations
are equipped with hydraulic
accumulators to store energy for
stroking the actuator.
Accumulators must be pre-charged with
dry nitrogen prior to operation. See
Appendix A.
Page 16
6
Cable Connections
10
WARNING:
Ensure all power supplies are
isolated before removing actuator
covers.
Check that the supply voltage is the
same as that stated on the actuator
nameplate.
A switch or circuit breaker must be
included in the wiring installation to
the actuator. The switch or circuit
breaker shall be mounted as close
to the actuator as possible and
shall be marked to indicate that it
is the disconnecting device for that
particular actuator. The actuator must
be protected with a suitably rated
overcurrent protection device as defined
on the applicable wiring diagram.
6.1 Earth/Ground Connections
An M8 X 1.0 earth stud is located
adjacent to the conduit entries for
attachment of an external protective
earthing strap. An internal earth terminal
is also provided on the terminal bung,
however it must not be used alone as
the protective Earth Connection.
6.2 Removing Terminal Cover
Using a 6mm hexagon key loosen the
four captive screws evenly. Do not
attempt to lever off the cover with
a screwdriver as this will damage
the o-ring seal and may damage the
flamepath on a certified unit.
Fig. 6.1.
A plastic bag with the actuator contains
the following:
• Terminalscrewsandwashers.
• Sparecovero-ringseal.
• Wiringdiagram.
• Instructionbook.
Fig. 6.2.
6.3 Cable Entry
The four cable entries on the actuator
terminal housing are tapped ½” NPT.
Only appropriate certified ExplosionProof entry reducers, glands or conduit
may be used in hazardous locations.
Remove any red plastic transit plugs.
Make cable entries appropriate to
the cable type and size. Ensure that
threaded adaptors, cable glands or
conduit are tight and fully waterproof.
Seal unused cable entries with a steel or
brass threaded plug. In hazardous areas
an appropriately certified threaded
blanking plug must be used.
Page 17
6
Cable Connections continued
11
6.4 Connecting to Terminals
On EExde enclosure units
connections to the power and
control terminals must be made
using AMP type 160292 ring tabs for
power and earth terminals and AMP
type 34148 ring tabs for the control
terminals.
Refer to the wiring diagram inside the
terminal cover to identify functions of
terminals. Check that supply voltage
is the same as that marked on the
actuator nameplate.
Remove the red power terminal screen.
Begin by connecting these cables and
replace the red power terminal screen.
When all connections are made, ensure
wiring diagram is replaced in the
terminal compartment.
6.5 Replacing Terminal Cover
Ensure cover o-ring seal and spigot
joint are in good condition and lightly
greased before re-fitting cover.
WARNING:
plug is always tight before stroking
the actuator in either direction.
Ensure the oil fill
Heading
ATTENTION: RED PLASTIC PLUGS IN CONDUIT ENTRIES ARE FOR TRANSIT ONLY.
FOR LONG TERM PROTECTION FIT SUITABLE METAL PLUGS.
ATTENZIONE: I TAPPI IN PLASTICA ROSSA PER L'ENTRATA CAVI SONO SOLO
TEMPORANEI. PER UNA PROTEZIONE PERMANENTE PREGO SOSTITUIRLI CON
ATENCION: LOS TAPONES ROJOS DE PLASTICO EN LAS ENTRADAS DE CABLE
SON UNICAMENTE PARA TRANSPORTE. PARA PROTECCION PERMANENTE
ACHTUNG: DIE ROTEN PLASTIKSTOPFEN SIND NUR FÜR DEN TRANSPORT GEEIGNET.
FÜR DAVERHAFTEN SCHUTZ SIND DIESE GEGEN GEEIGNETE BLINDSTOPFEN
ATTENTION: LES BOUCHONS PLASTIQUES ASSURENT UNE PROTECTION
TEMPORAIRE. POUR UNE PROTECTION DEFINITIVE UTILISER DES BOUCHONS
APPOSITI TAPPI METALLICI.
COLOCAR TAPONES METALICOS APROPIADOS.
AUSZÜTAUSCHEN.
METALLIQUES.
Page 18
7
Commissioning
12
7.1 The Setting Procedure
The Rotork Fluid Systems EH actuators
are designed so that commissioning
may be carried out without removing
any electrical covers.
Setting the internal hydraulic pressure,
limit and other functions is achieved
by using the Infrared Setting Tool. The
Setting Tool is certified Intrinsically Safe
to allow commissioning in hazardous
areas.
All the commissioning functions are
stored in non-volatile memory in the
actuator. The Setting Tool enables the
user to view all the functions in turn
via the actuator display window. As
each function is viewed its setting can
be checked and, if required, changed
within the bounds of that function.
The power supply must be connected
and energised for commissioning
purposes. The setting procedure is
divided into two stages:
1. Basic Settings
Setting end of travel limit actions,
pressure values and limit
positions.
2. Configuration Settings
Settings covering the control,
indication and optional
equipment functions.
All EH actuator functions are
configured before despatch
to Rotork Fluid Systems
standard default settings
unless alternatives have been
specified with the order. Should
difficulty be encountered during
commissioning the default
settings can be reinstated,
returning the actuator
configuration to its original
manufactured state. Site
commissioning can then begin
again.
The default function should be used
with caution as settings selected after
manufacture may be essential for
the safe operation of the valve and/
or plant.
Actuator Display
Position Display
or a percentage open value.
Pressure and Position
PasswordP?
Crossroad cr
Basic Settings Configuration Settings
Limit Actions Indication Contacts
Pressure Values Control Mode
Limit Positions Options
Help Screens
Defaults
Note: The Basic Settings must be commissioned first.
Certification EEx ia IIC T4 (intrinsically safe)
FM, INT SAFE, Class I & II Div 1 Groups A B C D E F G, T4A
CSA, Exia, Class I, II Div 1 Groups A B C D
Power supply 9V Battery (supplied and fitted)
Operating range 0.75m (from actuator display window)
Name Instruction
1. m Key* Display next function down
Key* Display next function across
2.
k
-
Key Decrease/change displayed function’s value or option setting
3.
+
Key Increase/change displayed function’s value or option setting
4.
Key Enter displayed value or option setting
5.
Infrared local operation (when enabled)
Key Non-functional on EH actuators
6.
Key Non-functional on EH actuators
7.
8. Infrared Transmitter Window
* Pressing the two arrow keys together returns the actuator display to the position
indication mode
8
1
3
5
7
Fig. 7.1 Rotork Setting Tool
2
4
6
Page 20
7
Commissioning continued
14
7.3 Rotork Setting Tool Pro
Name Instruction
1. m Key* Display next function down.
i Key Display previous function up.
2.
Key* Display next function across right.
3.
k
o
Key Display previous function across left.
4.
-
Key Decrease/change displayed function’s value or option setting.
5.
+
Key Increase/change displayed function’s value or option setting.
6.
Key Non-functional on EH actuators.
7.
Key Enter displayed value or option setting.
8.
9. Infrared transmitter window.
Key Non-functional on EH actuators.
10.
Key Non-functional on EH actuators.
11.
* Pressing these two arrow keys together exits setting mode and returns the
actuator display to the pressure/position indication mode.
2
9
8
3
6
7
11
4
5
1
Fig. 7.3. Rotork Setting Tool Pro
Specification
Enclosure: IP54
Certification: ATEX CE 0518 Ex II 1G
FM, INT SAFE, Class I, Div 1, Groups A, B, C & D, T4.
CSA, Exia, Class I, Div 1, Groups A, B, C & D, T4.
Temperature: Tamb = -30 ºC to 50 ºC
Power supply: 2x 1.5V AA Batteries (supplied and fitted)
Operating range: 0.75m (from actuator display window)
10
Page 21
7
Commissioning continued
15
7.4 Rotork Bluetooth® Setting Tool Pro
Name Instruction
1. m Key* Display next function down.
i Key Display previous function up.
2.
Key* Display next function across right.
3.
k
o
Key Display previous function across left.
4.
-
Key Decrease/change displayed function’s value or option setting.
5.
+
Key Increase/change displayed function’s value or option setting.
6.
Key Initiate download/upload via Bluetooth.
7.
Key Enter displayed value or option setting.
8.
9. Infrared transmitter window.
Key Non-functional on EH actuators.
10.
Key Non-functional on EH actuators.
11.
* Pressing these two arrow keys together exits setting mode and returns the
actuator display to the pressure/position indication mode.
2
9
8
4
5
3
6
7
11
1
10
®
Fig. 7.4. Rotork Bluetooth
Specification
Enclosure: IP54
Certification: ATEX CE 0518 Ex II 1G
FM, INT SAFE, Class I, Div 1, Groups A, B, C & D, T4.
CSA, Exia, Class I, Div 1, Groups A, B, C & D, T4.
Temperature: Tamb = -30 ºC to 50 ºC
Power supply: 4 x 1.5V AAA Batteries (supplied and fitted)
Operating range: Infrared: 0.75m (from actuator display window)
Bluetooth: 3m (from actuator display window)
Setting Tool Pro
Page 22
7
Commissioning continued
16
Setting Tool Battery Replacement
Battery status can be checked by
looking at the Infrared transmitter
window while depressing any Setting
Tool button. A flashing red indicator
should be seen.
Battery replacement must be
carried out in a safe area. To replace
the battery remove the six caphead
screws in the back of the Setting
Tool. Remove the back cover to
expose the battery.
The Setting Tool (old version):
In order to maintain hazardous
area certification fit only Duracell
mN1604 or Rayovac Alkaline
maximum NoAL-9V battery types.
The Setting Tool Pro:
In order to maintain hazardous
area certification fit only with
the following AA size, AlkalineManganese, approved battery types:
Duracell, Coppertop, type MN1500
Duracell, Procell, type MN1500
GP, Super Alkaline, type GP15A
Other types of AA size batteries,
including Duracell, Ultra, type
MN1500, must not be fitted.
The Rotork Bluetooth® Setting
Tool Pro:
In order to maintain hazardous
area certification fit only with
the following AAA size, AlkalineManganese or Zinc-Manganese
approved battery types:
Duracell, Procell, type MN2400
Energizer, type E92.
Refit cover ensuring red indicator
LED faces the transmitter window in
the back cover.
When a button is depressed the Setting
Tool transmits the relevant instruction
to the actuator by infrared pulses and
must therefore be directly in front of
the actuator indicator window and at a
distance no greater than 0.75m.
The enclosure of the Rotork Setting Tool
Pro, and Rotork Bluetooth
Pro, is manufactured from the following
to come into contact with aggressive
substances (e.g. solvents that may affect
®
Setting Tool
Pro
are likely
polymetric materials), then it is the
responsibility
precautions (e.g. regular checks as part
of the routine inspections or establishing
that the materials are resistant to the
specific chemical) that prevent it from
being adversely affected, thus ensuring
that the type of protection is not too
compromised.
No form of repair must be
attempted on any of the actuator
Setting Tools.
of the user to take suitable
Download / Upload Function
This new feature has been introduced
with the new Rotork Bluetooth® Setting
Tool Pro. It allows the user to download
datalogger files and download/upload
configuration files. The new tool is
weatherproof and intrinsically safe and
so it can be used safely in all environments.
Refer to Bluetooth® Setting Tool Pro
publication PUB095-001.
Display Set-Up Mode
The Setting Tool and Setting Tool arrow
keys are used to access and navigate
through the actuator set-up procedure
using the actuator display. Each actuator
function with it's current setting is
represented on screen by a combination
Function
Code
Close Action
Function
Function
Code
Stop on Pressure
Open Pressure
Function
of code and text.
The Setting Tool change keys (+ and
–) allow the user to view the available
setting options.
The examples of displayed functions
Close Action, [C2] and Open
Pressure
Note that a setting option or value is
highligh
This instruction manual uses both code
and text for description.
at Limit 90%
, [OP] are shown above.
ted.
Setting
Code
Setting
Option
Setting
Value
Setting
Value
Page 23
7
Commissioning continued
17
7.5 Entering the Actuator
Setting Procedure
With the actuator securely mounted
on the valve, the mains supply on and
Local control or Stop selected.
PRESS THE m KEY.
The actuator upper display will remain
the same and the lower display will
change to Pressure value. This will be
represented by Pressure = XX%,XXBAR
or XXPSI and a bar graph.
PRESS THE m KEY.
The actuator display will change and
the password protection display will be
seen.
Enter Password
1D Hex
The Actuator Function Settings
can be protected by the Use
of a Password
7.6 Setting Mode – Password
To enable setting and adjustment of the
actuator functions the correct password
must be entered. The factory set (default)
password is [ld]. If the actuator has
previously been set with a site password
this must be entered.
+
-
or
Use the
available passwords 00–FF (hexadecimal).
With the correct password displayed press
the enter key.
keys to scroll through the
PRESS THE KEY.
Two “setting” bars will appear and will
remain visible on every function display
screen. In addition, "Password Correct"
will be displayed for 3 seconds.
Enter Password
Password Correct
Default Password,
Setting Mode Enabled
7.7 New Password [PC]
To configure a new password, the
actuator must be in setting mode with the
password display – setting mode enabled
– showing,
PRESS THE
The display will change to [PC].
Using the
available passwords until the desired
password is displayed.
KEY.
k
+
or - key scroll through the
PRESS THE KEY.
Change Password
1E Hex
Password Changed to [IE]
NOTE: The new password becomes
effective the next time setting mode is
entered.
7.8 Checking Mode
The actuator function settings can be
checked without entering the correct
password. The settings can only be
viewed and not altered. The setting bars
will not be seen.
Enter Password
1D Hex
Password Display, Checking Mode
Once the procedure has been completed
in the required mode
PRESS THE m KEY.
The procedure branch [Cr] (crossroad)
display can now be seen.
Page 24
7
Commissioning continued
18
7.9 Bluetooth Diagnostic and
Configuration
EH Pro actuators include a Bluetooth
interface as standard, allowing nonintrusive diagnostics, analysis and
configuration.
Insight II software for PC has been
developed to enable the actuator
configuration and onboard Datalogger
to be reconfigured and analysed. A PC
running Insight II software can be used
to interrogate the actuator via nonintrusive Bluetooth communication. Visit
www.rotork.com for information.
Alternatively, the intrinsically safe Rotork
Bluetooth® Setting Tool
user to extract and store EH actuator
configuration and Datalogger files
within the tool. Stored files can then be
uploaded via Bluetooth to a PC running
Insight II where they can be viewed,
analysed and stored in a safe, clean
environment.
Using the Rotork
Tool
Pro
, actuator setup can be
configured on the PC, stored in the
tool, transported to the actuator
and uploaded. The tool can transfer
the same configuration to multiple
actuators where actuator setup is the
same.
Pro
allows the
Bluetooth® Setting
Refer to PUB095-001-00 for full
instructions on the use of the Rotork
Bluetooth® Setting Tool
To enable communication with Insight
II, the actuators Bluetooth interface
must be enabled.
The default setting for the Bluetooth
interface is [OF] disabling Bluetooth.
[OF] Off (Default): Bluetooth is disabled
[ON] On: Bluetooth is permanently
enabled.
[LS] Local Stop Only: Bluetooth is only
enabled when the actuator is in Local
Stop.
To change this setting press the +
or – key until the required setting is
displayed.
Bluetooth Comms
Pro
.
Off
PRESS THE KEY.
The displayed option will flash (stored)
indicating that it has been set.
7.10 Partial Stroke Test
This function performs a partial stroke
test based on the parameters set in
[PP] and a setup test being completed
in [SP]. Insight II can then be used to
compare subsequent partial stroke
tests against the original test when the
actuator was first commissioned.
The actuator must be in Local to
perform a test.
The actuator needs to be moved to the
correct limit prior to initiating the test
[Pt] Perform the partial stroke test.
P-Stroke Te st
Confirm?
PRESS THE KEY.
P-Stroke Te st
- No +
This brings up an option to either
cancel or confirm that the partial stroke
test should be completed.
To cancel the test: Ensure that [No] is
displayed on the screen.
PRESS THE KEY.
To confirm that the test should be
completed: Press the + key until the
display changes to [Ys]
P-Stroke Te st
- Yes +
PRESS THE KEY.
Page 25
7
Commissioning continued
19
7.11 Full Stroke Test
This function performs a full stroke test
based on a setup test being completed
in [SF]. Insight II can then be used to
compare subsequent full stroke tests
against the original test when the
actuator was first commissioned.
The actuator must be in Local to
perform a test.
The actuator needs to be moved to
either the closed or open limit prior to
initiating the test.
[Ft] Perform the partial stroke test.
Full Stroke Test
Confirm?
PRESS THE KEY.
Full Stroke Test
- No +
This brings up an option to either
cancel or confirm that the full stroke
test should be completed.
To cancel the test: Ensure that [No] is
displayed on the screen.
PRESS THE KEY.
To confirm that the test should be
completed: Press the + key until the
display changes to [yS]
Full Stroke Test
- Yes +
PRESS THE KEY.
7.12 Crossroad [Cr]
Basic Setup
Config Setup
To access the Basic Settings press the
arrowm key. Refer to 8.
To access the Configuration Settings
press thearrow
Section 9.
key. Refer to
k
7.13 The Actuator Display –
Setting/Checking Mode
Actuator functions as laid out in the
Basic and Configuration commissioning
stages, can be individually displayed by
using the Setting Tool arrow keys.
m
arrow key will always display the
The
FIRST function on the next level DOWN
within the procedure.
arrow key will always display
The
k
the NEXT function on the SAME level
and will wrap around the functions on
the same level.
Actuator functions are displayed in code
form in the top left portion of the liquid
crystal display screen.
The setting for the displayed function is
shown in the top right hand portion of
the screen. Depending on the actuator
function displayed, its setting may be
an option or a value.
Text relating to the function and setting
values will be displayed in the lower
display.
Page 26
7
Commissioning continued
20
key.
Stored
+
"
In setting mode the Setting Tool
-
or
keys will cause the setting to be
changed. In checking mode the settings
cannot be altered.
In setting mode, once displayed, a new
setting can be entered into the actuator
memory by pressing the
The setting will flash off and back on,
confirming its selection, and "
will be displayed for 2 seconds in the
text display.
TOP LEFT
PORTION
Function e.g.
Open Pressure
at Limit 90%
OP = Open Pressure
TOP RIGHT
PORTION
Function Setting
e.g. Value = 90%
LOWER DISPLAY
Function: Open Pressure
Setting Value: 90%
7.14 Returning to Valve
Position Display
There are five ways of returning to valve
position display:
1. Approximately 5 minutes after the
last Setting Tool operation the
display will automatically return to
position display.
2. Press the
together.
3. Press the
display returns to position.
4. Press the
to position display.
5. Select Remote control using the
Local/Stop/Remote selector.
m
m
iarrow key to return
and
arrow keys
k
arrow key until the
Page 27
8
Commissioning – Basic Functions
21
Fig. 8
ELECTRICAL OPERATION MUST
NOT TAKE PLACE UNTIL THE BASIC
SETTINGS HAVE BEEN MADE AND
CHECKED.
The actuator’s Basic Settings affect
the correct operation of the valve by
the actuator. If the actuator has been
supplied with the valve, the valve maker
or supplier may have already made
these settings.
This instruction assumes setting mode
has been entered. Refer to section 7.6.
Viewing the Basic Settings
With the actuator mounted on the
valve, the power supply on and Local
or Stop control selected, point the
setting tool at the actuator indicator
window from a distance of no more
than 0.75m. By pressing the m key
and, when appropriate, the
it is possible to move through the
procedure, displaying the various
functions and their settings as shown in
Fig. 8.1.The right-hand side of Fig.8.1
explains the function of each LCD
display.
k
key,
Settings and operation must
be verified by electric operation
and function test of the actuator
to ensure correct operation.
Page 28
8
Commissioning – Basic Functions continued
Viewing the Basic Settings
Function Description
50
m
50
Position and Internal Hydraulic Pressure Display
Torque
m
P? k PC k bt k Pt k Ft Passwordk Password Change k Bluetooth k Partial Stroke Testk Full Stroke Test
m
Cr k Configuration Crossroad k Configuration Settings, refer to section 7.1
Position Display
(This may be an open or closed symbol or % open value)
m
m
m
22
REFER TO SECTION 7,
COMMISSIONING
C2
C3Close Action k Open Action
k
m
CP k cP k OP k oP
m
LC k LOSet Close Limit k Set Open Limit
m
50
Position Display
Fig. 8.1 Basic Setting Displays
m
Close Pressure (Limit)
m
m
Close Pressure (Mid) k Open Pressure (Limit) k Open Pressure (Mid)
k
BASIC SETTINGS CONTENTS
page
C2 Close Action 26
C3 Open Action 27
CP Close Pressure (Limit) 27
cP Close Pressure (Mid) 28
OP Open Pressure (Limit) 28
oP Open Pressure (Mid) 29
LC Set Close Limit 30
LO Set open Limit 30
Page 29
8
Commissioning – Basic Functions continued
C2
Close Action
23
Each actuator is built in the factory to
be either Normally Closed, Normally
Open or Stay-put depending on what
configuration was ordered.
Normally Closed:
Quarter-turn
(spring-return clockwise)
Linear
(spring-return to extend)
Normally Open:
Quarter-turn
(spring-return anti-clockwise)
Linear
(spring-return to retract)
Consult factory if this configuration
needs to be changed as it cannot be
done through software alone.
The actuator can be configured to
either close on Pressure (hydraulic or
spring) for seating valves or Limit for
non-seating valves.
50
m
50
Torque
m
P? k PC k bt k Pt k Ft
m
Cr
m
C2 k C3
m
CP k cP k OP k oP
m
LC k LO
m
50
Refer to valve manufacturer for
recommended setting.
Close Action
Stop on Pressure
[CP] Stop on Pressure (Default)
[CL] Stop on Limit
+
To change the function press the
or - key until the required setting is
displayed.
PRESS THE KEY.
The displayed option will flash (stored),
indicating that it has been set.
Page 30
C3
Open Action
CP
Close Pressure at Limit
24
The actuator can be configured to
either open on Pressure (hydraulic or
spring) for back seating valves or Limit
for non-back seating valves.
50
m
50
Torque
m
P? k PC k bt k Pt k Ft
m
Cr
m
C2 k C3
m
CP k cP k OP k oP
m
LC k LO
m
50
Refer to valve manufacturer for
recommended setting.
Open Action
Stop on Limit
[OL] Stop on Limit (Default)
[OP] Stop on Pressure
+
To change the function press the
or - key until the required setting is
displayed.
PRESS THE KEY.
The displayed option will flash (stored),
indicating that it has been set.
This setting allows the maximum cut-off
pressure in a normally open actuator
while travelling from the closed electrical
limit to the closed mechanical end stop
to be set. The value set is a % of the
maximum available pressure, which is
limited by the pressure relief valve.
50
m
50
Torque
m
P? k PC k bt k Pt k Ft
m
Cr
m
C2 k C3
m
CP k cP k OP k oP
m
LC k LO
m
50
Close Pressure
at Limit 90%
To change this value press the +
or - key until the required setting is
displayed.
PRESS THE KEY.
The displayed option will flash (stored),
indicating that it has been set.
Page 31
cP
Close Pressure at Mid
OP
Open Pressure at Limit
25
This setting allows the maximum
cut-off pressure in a normally open
actuator while travelling in mid-travel
between the open and closed electrical
limits while closing to be set. If the
value is set to 00, the pressure-off value
from CP is used.
50
m
50
Torque
m
P? k PC k bt k Pt k Ft
m
Cr
m
C2 k C3
m
CP k cP k OP k oP
m
LC k LO
m
50
Close Pressure
at Mid 0%
To change the function press the +
-
key until the required setting is
or
displayed.
PRESS THE KEY.
The displayed option will flash (stored),
indicating that it has been set.
This setting allows the maximum cut-off
pressure in a normally closed actuator
while travelling from the open electrical
limit to the open mechanical end stop
to be set. The value set is a % of the
maximum available pressure, which is
limited by the pressure relief valve.
50
m
50
Torque
m
P? k PC k bt k Pt k Ft
m
Cr
m
C2 k C3
m
CP k cP k OP k oP
m
LC k LO
m
50
Open Pressure
at Limit 90%
To change the function press the +
or - key until the required setting is
displayed.
PRESS THE KEY.
The displayed option will flash (stored),
indicating that it has been set.
Page 32
oP
Open Pressure at Mid
Setting the Closed / Open Limit
26
This setting allows the maximum
cut-off pressure in a normally closed
actuator while in mid-travel between
the closed and open electrical limits
while opening to be set. If the value is
set to 00, the pressure-off value from
OP is used.
50
m
50
Torque
m
P? k PC k bt k Pt k Ft
m
Cr
m
C2 k C3
m
CP k cP k OP k oP
m
LC k LO
m
50
Open Pressure
at Mid 0%
To c hange the function press the +
or - key until the required setting is
displayed.
PRESS THE KEY.
The displayed option will flash (stored),
indicating that it has been set.
If the actuator fails to complete
a closed or open valve operation
due to the set pressure being
reached, it may indicate a valve
and/or process problem or change.
It is the responsibility of the user
to ensure the valve and process
conditions are within the specified
operational limits before increasing
the pressure value.
To set the closed and open electrical
limits correctly, the actuator should
be moved to both the closed and
open mechanical limits and the
positions stored. The actuator will then
automatically scale in 2% from each
end to set the electrical limits.
The number shown in the top right of
the display screen when in either LC
or LO, is the percentage of full scale
read directly back from the positional
feedback device.
When at either the closed or open limit,
if the number on the screen is between
00 - 05 or 95 - 99, the actuator will
indicate a PO fault and will not operate,
its assumes that there is a problem
with feedback device. If this is the case
then the feedback device will require
adjustment.
Page 33
LC
Set Closed Limit
LO
Set Open Limit
27
Move the actuator to the closed
position by using the local controls.
50
m
50
Torque
m
P? k PC k bt k Pt k Ft
m
Cr
m
C2 k C3
m
CP k cP k OP k oP
m
LC k LO
m
50
Set Close Limit
Move to Close
To change the function press the
or - key until the required setting is
displayed.
PRESS THE KEY.
The displayed option will flash (stored),
indicating that it has been set.
+
Move the actuator to the open position
by using the local controls.
50
m
50
Torque
m
P? k PC k bt k Pt k Ft
m
Cr
m
C2 k C3
m
CP k cP k OP k oP
m
LC k LO
m
50
Set Open Limit
Move to Open
To change the function press the
or - key until the required setting is
displayed.
PRESS THE KEY.
The displayed option will flash (stored),
indicating that it has been set.
+
Page 34
8.1
Menu Structure
0%
Pressure Display
m
P?
PC
bt
Pt
Password
ChangePassword
m
Cr
Crossroad
mm
CP
Close
Pressure(atLimit)
mm
LC
SetClosed
Limit(Manual)
cP
Close
Pressure(atMid)
LO
Set Open
Limit(Manual)
BluetoothComms
OP
Open
Pressure(atLimit)
Partial
Stroke Test
oP
Open
Pressure(atMid)
Ft
Full Stroke Test
r1
Relay 1 Function
Od
Remote Select
rP
2-wire
Remote Priority
m
EA
ESDAction
m
FI
Analogue
Input Type
m
dC
DeadbandClosing
m
OJ
Interrupter Timer
m
CF
ConfirmFaults
m
H1
Limit Flags
m
Option Card
r1
r1
Relay 1 Value
cL
LocalControls
HP
HoldPosition
EO
ESDOverride
Local Stop
FL
Set
DemandClosed
dO
Deadband Opening
Jd
Interrupter
Timer Direction
tL
Test lights
H2
LocalControl
Option card specific settings to be displayed when an option card is detected.
Menu to be hidden if no card is fitted.
Relay 1 Form
LP
Low Power Mode
PH
PositionHysteresis
Ec
ESDContactType
FH
Set
Demand Open
HC
HysteresisClosing
JC
Interrupter
TimerStart-Close
Un
Firmware Version
H3
Digital Feedback
Ld
Closed
LEDColour
OH
Over
PressureHysteresis
rE
ESDManualReset
Co
CPTOutputType
HO
HysteresisOpening
JO
I.Timer Stop- Open
U1
Option 1 Version
H4
Digital Feedback
UL
ChangeLanguage
UH
Under
PressureHysteresis
Et
TempLossofESD
Sc
SetCPTClosed
JS
I.Timer Interval
U2
Option 2 Version
H5
ControlFlags
SF
Full Stroke Setup
PP
Partial
Stroke Position
SO
(OP)
SetCPTOpen
Jn
I.Timer On Time
Ur
Reset to Factory
H6
Driver Buffer
SP
Partial
Stroke Set-up
FF
Analogue
Fail Action
JF
I.Timer Off Time
H7
ErrorFlags1
JE
Interrupter
TimerOverrideESD
H8
ErrorFlags2
H9
Driver Logic
Contact r1
General
Settings
Digital Control
ESD/Partial
Stroke
Analogue
Control 1
Analogue
Control 2
Interrupter
Timer
Service Mode
Help Screens
Option Card
28
Page 35
9
Configuration Settings
Accessing the
9.1
Configuration Settings
29
CONFIGURATION SETTINGS
page
9.1 Accessing Configuration Settings 29
9.2 Indication Contact r1 30
9.3 General Settings 31
9.4 Digital Control 33
9.5 ESD / Partial Stroke Settings 35
9.6 Analogue Control 1 39
9.7 Analogue Control 2 41
9.8 Interrupter Timer 43
9.9 Service 46
9.10 Bus System Option Pakscan 48
9.11 Bus System Option Modbus 51
9.12 Bus System Option Profibus DP 54
9.13 Bus System Option DeviceNet 57
9.14 Bus System Positioning Control Settings 60
Having established that the Basic
Settings have been correctly set, the
Configuration Settings can now be
configured to suit the site control and
indication requirements.
It is possible to move through the
various Configuration Settings as shown
in Fig. 9.1 using the k and m keys.
The actuator model code will indicate
any options fitted.
In order to display the Configuration
Settings it is necessary to press the
key until [Cr] appears.
If you have chosen to enter
Configuration Settings in the checking
mode the display will be as Fig. 9.1.
If you have chosen to enter
Configuration Settings in the setting
mode the display will be as Fig. 9.2
Refer to Section 7.
Basic Setup
Config Setup
Fig. 9.1 Fig. 9.2
PRESS THE
k
KEY.
Basic Setup
Config Setup
m
Page 36
9.2
Indication Contact r1
r1
Relay 1 Function
r1
30
Relay 1 Value
Indication contact r1 may be set to trip
for any one of the following functions:
Code Function (as displayed)
Closed Limit
[CL]
[OP]
Open Limit
[FA]
Fault Alarm
[Po]
Position % Open
[rr]
Motor Running
[dC]
Closing
[dO]
Opening
[rn]
Moving
[St]
Stall (mid-travel)
[SE]
Stall (end of travel)
[SP]
Stall (any position)
[Pt]
Over pressure (mid-travel)
[PE]
Over pressure (end of travel)
[PP]
Over pressure (any position)
[LS]
Stop Selected
[Lo]
Local Selected
[rE]
Remote Selected
[CA]
Control Alarm
[ES]
ESD Active
[tt]
Temperature (°C)
[HA]
Manual override switch
[AS]
Accumulator pressure switch
[Er]
External manual reset switch
[Ht]
Motor thermostat switch
[PP]
Partial stroke passed
[PF]
Partial stroke failed
[n2]
Monitor 2
[OF]
Off
The r contact form can be set normally
open [nO] or normally closed [nC].
Unless specified with order, the
default setting for indication
contact is the following:
r1 – [CL] Closed Limit [nO]
To change the function press the +
-
key until the required setting is
or
displayed.
PRESS THE KEY.
The displayed function will flash
indicating that it has been set.
Relay 1 Function
Closed Limit
This screen will only be displayed if the
relay function is set to [Po] Position %
Open and [tt] Temperature (°C).
When the relay function is set to either
[Po] or [tt], the required trip value
must be set.
The value can be set from 1% to 99%
in 1% increments for
99 °C in 1 °C increments for [tt].
To change the value press the
or - key until the required setting is
displayed.
[Po] or 60 °C to
+
PRESS THE KEY.
The displayed value will flash (stored)
indicating that it has been set.
Relay 1 Value
Position: 25%
Page 37
r1
Relay 1 Form
9.3
General Settings
Od
Remote Select
31
If function [Po] Position % Open,
is selected and it is configured as a
normally open contact it will make at
the set value with the actuator moving
in the open direction.
+
To change the form press the
or - key until the required setting is
displayed.
[nO] Normally Open (Default):
[nC] Normally Closed:
PRESS THE KEY.
The displayed option will flash (stored)
indicating that it has been set.
Relay 1 Form
Normally Open
This section includes selecting the
remote control source for the actuator
along with configuring the local
controls, changing the colour of the
closed LED, changing the display
language and performing a full stroke
reference test.
The correct setting for remote control
source will be determined by the type
of remote control required and the
option specified and fitted, if any.
There are five options available to
configure the remote control source:
rE]
Digital (Default):
[
for hard-wired pushbutton / relay
contact control.
Analogue:
[AI]
actuator is remotely controlled by an
external analogue signal in the range
0-20 mA or 0-10 Volts, with or without
offset zero.
Option:
[OP]
actuator is fitted with one of the
following Network cards:
Pakscan
Modbus
Profibus
Foundation Fieldbus
DeviceNet
Option ESD
[OE]
if the actuator is fitted with one of
the Network cards listed above and a
hardwired ESD override facility is also
required.
Select this option
Select this option if the
Select this option if the
: Select this option
Off
: Select this option to disable
[OF]
control from a remote source. The
actuator will operate from the local
controls only.
To change the configuration press the
+
or - key until the required setting is
displayed.
PRESS THE KEY.
The displayed option will flash (stored)
indicating that it has been set.
Remote Select
Digital
Page 38
cL
Local Control
There are two options available to
configure the operation of the local
controls:
Push to Run (Default):
[Pr]
option if the actuator is required to stop
when the knob is released.
Maintain:
[nn]
actuator is required to run to either the
open or closed limit when the knob is
released.
To c hange the configuration press the
+
or - key until the required setting is
displayed.
Select this option if the
Select this
PRESS THE KEY.
The displayed option will flash (stored)
indicating that it has been set.
Local Control
Push to Run
LP
Low Power Mode
It is possible to use an external power
supply such as a solar power system
for 24 VDC actuators. If this is the
case then it is beneficial to limit power
consumption while the actuator is at
rest.
There are three options available to
configure the power consumption:
Off (Default):
[OF]
to turn the display backlight on
permanently.
On:
[On]
automatically switch the display
backlight off. This will be done 5
minutes after the actuator was last
used with either the setting tool or local
controls.
Extra:
[EL]
reduce the power consumption
by inverting the monitor relay and
disabling the CPT output.
Select this option
Select this option to
Select this option to further
To c hange the configuration press the
+
or - key until the required setting is
displayed.
PRESS THE KEY.
The displayed option will flash (stored)
indicating that it has been set.
Low Power Mode
Off
Ld
Closed LED
Colour
There are two options available:
Green (Default):
[gr]
for the LED to be green at the closed
limit and red at the open limit.
Red:
[RE]
to be red at the closed limit and green
at the open limit.
To c hange the configuration press the
+
displayed.
Select this option for the LED
or - key until the required setting is
Select this option
PRESS THE KEY.
The displayed option will flash (stored)
indicating that it has been set.
Closed LED
Colour: Green
32
Page 39
UL
Language
SF
Full Stroke Setup (Reference Test)
9.4
Digital Control
33
The default display text language is
English. Consult the factory for which
additional display text languages are
available.
+
To c hange the language press the
or - key until the required setting is
displayed.
PRESS THE KEY.
The displayed option will flash (stored)
indicating that it has been set.
Change Language
English
This function performs a full cycle of the
actuator and records the position and
internal hydraulic pressure against time
in both the open and closed directions.
This should be carried out once the
actuator has been commissioned on
site. Using Insight II it can then be
compared against subsequent tests
carried out at a later date.
The actuator needs to be positioned at
a limit to perform this test.
[SF] Perform the full stroke reference
test.
F-Stroke Setup
Confirm?
PRESS THE KEY.
F-Stroke Setup
- No +
This brings up an option to either
cancel or confirm that the reference
partial stroke test should be completed.
To cancel the test: Ensure that
displayed on the screen
[No] is
PRESS THE KEY.
To confirm that the test should be
completed: Press the + key until the
display changes to
PRESS THE
[yS].
F-Stroke Setup
- Yes +
KEY.
This section includes selecting the
action for 2-wire priority and settings
related to how the actuator should hold
its current position.
Page 40
rP
2-Wire Remote
Priority
The default setting for 2-wire remote
priority is [SP]
closed hard-wired signals are applied
simultaneously the actuator will stay put
(stop if running).
Stay Put.
If open and
[SP] Stay Put (Default)
[CL] Close
[OP] Open
+
To c hange the priority press the
or - key until the required setting is
displayed.
PRESS THE KEY.
The displayed option will flash (stored)
indicating that it has been set.
2-Wire Remote
Priority: Stay
HP
Hold Position
The default setting is to maintain the
current position (across the full stroke),
until another command to move is
given. This feature will compensate for
any drift in position, in either direction
by operating either the pump or
solenoid valve(s).
[On]
On (Default):
maintain the current position of the
actuator
[OF]
Off:
position of the actuator to drift.
To c hange this preference press the
or - key until the required setting is
displayed.
This option will
This option will allow the
+
Hold Position
On
PRESS THE KEY.
The displayed option will flash (stored)
indicating that it has been set.
PH
Position Hysteresis
This feature works in conjunction
with [HP]
the amount of movement that is
permitted before the actuator should
automatically reposition itself.
The default value is 0.5% [05].
The minimum settable value is 0.1%
and the maximum settable value is
9.9%.
To change this value press the
-
value.
When the desired value is on the display
PRESS THE
The displayed value will flash indicating
that it has been set.
Hold Position
keys to increase or decrease the set
m
KEY
Hysteresis 0.5%
and sets
Position
OH
Over Pressure
Hysteresis
This feature will vent the internal
hydraulic pressure in the actuator if it
reaches a set defined value while the
actuator is at position limit, for example
due to thermal expansion.
The default value is 10% above the
value set in
and [OP]
The minimum settable value is 1% and
+
or
the maximum settable value is 99%.
To change this value press the
-
value.
PRESS THE
The displayed value will flash indicating
that it has been set.
[CP]
Close Pressure (Limit)
Open Pressure (Limit)
keys to increase or decrease the set
m
KEY
Position
Over Pressure
Hysteresis 10%
Hysteresis 0.5%
34
.
+
or
Page 41
UH
Under Pressure
Hysteresis
This feature will increase the internal
hydraulic pressure in the actuator if it
falls to a set defined value while the
actuator is at position limit, for example
due to thermal contraction.
The default value is 10% below the
value set in
and
The minimum settable value is 1% and
the maximum settable value is 99%.
To change this value press the
-
value.
PRESS THE
The displayed value will flash indicating
that it has been set.
[CP]
[OP]
keys to increase or decrease the set
Close Pressure (Limit)
Open Pressure (Limit)
m
KEY
Position
Under Pressure
Hysteresis 10%
Hysteresis 0.5%
.
+
or
9.5
ESD / Partial
Stroke Settings
The EH actuators have two separate
ESD circuits, a software driven circuit
and hardware driven circuit.
The software ESD function has three
settings in this menu that can be
[EA] Software ESD Action,
adjusted
[EO] ESD Local Stop Override and [EC]
ESD Contact Type.
The hardware ESD circuit does not rely
on the software to initiate an active
ESD signal (although the software does
monitor the ESD line).
For normal operation, there must be
an ESD signal present on the actuator.
Once the ESD signal is removed all
power to the solenoid valves will also
be removed instantaneously regardless
of any other command or setting.
There is a physical link on the Power
PCB, which is used to switch between
the two. By default the actuator will be
supplied set for software ESD control
unless ordered for hardware ESD.
Consult the factory for changing this
link.
EA
ESD Action (Software)
An active ESD signal applied to the
actuator will override any existing or
applied local or remote control signal.
+
Press the
required ESD action:
[ E]
will de-energise all the solenoid valves.
[ C]
Close command.
[ O]
Open command.
[IP]
Stop command.
or - key to select the
De-Energise (Default):
Close:
This option will perform a
Open:
This option will perform a
Stay Put:
This option will perform a
This option
To change the ESD action press the
or - key until the required setting is
displayed.
+
PRESS THE KEY.
The displayed option will flash (stored)
indicating that it has been set.
ESD Action
De-Energise
35
Page 42
EO
ESD Override
Local Stop
The feature allows you to choose if an
active ESD signal should override Local
Stop.
[OF]
No (Default):
a software ESD command should NOT
override Local Stop.
[On]
Yes:
software ESD command should override
Local Stop.
To c hange the setting press the
or - key until the required setting is
displayed.
Select this option if a
Select this option if
+
PRESS THE KEY.
The displayed option will flash (stored)
indicating that it has been set.
ESD Override
Local Stop: No
Ec
ESD Contact Type
This setting determines if a signal
should be applied, or removed to
initiate the software ESD action.
[nO]
Normally Open (Default):
ESD signal has to be applied to perform
software ESD function.
[nC]
Normally Closed:
has to be removed to perform software
ESD function.
To c hange the ESD Contact press the
+
or - key until the required setting is
displayed.
The
The ESD signal
PRESS THE KEY.
The displayed option will flash (stored)
indicating that it has been set.
ESD Contact Type
Normally Open
rE
ESD Manual Reset
This feature allows the actuator to be
disabled from operational commands
after an ESD event until it has been
manually reset. To perform a manual
reset the red local controls knob has to
be moved to Stop and then to either
Local or Remote. Once this is done the
actuator can be commanded to move
again.
This works in both Hardware and
Software ESD.
[OF]
No Reset (Default):
option if the actuator does not need
to be reset after a ESD event or loss of
mains power.
[Ed]
After ESD:
actuator must be manually reset after
an ESD event.
[LP]
After Mains Loss:
option if the actuator must be manually
reset after loss of mains power.
Select this option if the
Select this
Select this
[On]
ESD/Mains Loss:
if the actuator must be manually reset
after an ESD event or loss of mains
power
To c hange the Manual Reset option
press the
setting is displayed.
+
or - key until the required
Select this option
PRESS THE KEY.
The displayed option will flash (stored)
indicating that it has been set.
ESD Manual Reset
No Reset
36
Page 43
Et
Temporary Loss of ESD Signal
This feature determines what action
should be taken if the ESD signal is lost
temporarily (for a time period less than
that needed for the ESD action to be
completed).
This works in both Hardware and
Software ESD.
[Sr]
Stop
-
option will stop the actuator once the
Return (Default):
ESD signal is inactive and the actuator
will then operate again if a command
to move is present.
[Sn]
Stop - Wait:
the actuator once the ESD signal is
inactive and the actuator will wait until
a new command is given.
[Ct]
Continue ESD:
allow the actuator to continue with
the ESD function once the ESD signal
is inactive.
This option will stop
This option will
This
These settings will work in conjunction
with the ESD Manual Reset
To c hange the action to be carried out
press the
setting is displayed.
+
or - key until the required
[rE] option.
PRESS THE KEY.
The displayed option will flash (stored)
indicating that it has been set.
Temp Loss of ESD
Stop – Return
PP
Partial Stroke
Position
This sets the position that the actuator
should move to when commanded to
perform a partial stroke test.
The default value is 90% open.
The minimum settable value is 1% and
the maximum settable value is 99%.
The partial stroke command will use the
analogue input deadband [dC] & [dO]
and hysteresis values [HC] & [HO] to
position the actuator correctly.
+
To c hange this value press the
or - key until the required setting is
displayed.
PRESS THE KEY.
The displayed option will flash (stored)
indicating that it has been set.
Partial Stroke
Pos: 90%
37
Page 44
SP
Partial Stroke Setup (Reference Test)
38
This function performs a partial
stroke of the actuator and records
the position and internal hydraulic
pressure against time in both the open
and closed directions. This should be
carried out once the actuator has been
commissioned on site. Using Insight
II it can then be compared against
subsequent tests carried out at a later
date.
The actuator needs to be moved to the
limit that the partial stroke test should
be started from prior to initiating the
test.
[SP] Perform the reference partial
stroke test.
P-Stroke Setup
Confirm?
PRESS THE KEY.
P-Stroke Setup
- No +
This brings up an option to either
cancel or confirm that the reference
partial stroke test should be completed.
To cancel the test: Ensure that
displayed on the screen
[No] is
PRESS THE KEY.
To confirm that the test should be
completed: Press the + key until the
display changes to [Ys]
P-Stroke Setup
- Yes +
PRESS THE
KEY.
Page 45
Analogue Control 1
This section describes how to select the
correct analogue signal type (current or
voltage) and then how to calibrate the
desired demand input signal values to
each limit along with the CPT (current
position transmitter).
FI9.6
Analogue Input Type
The analogue input signal can either
be set as current (0-20 mA) or voltage
(0-10 VDC).
[CU]
Current (Default):
allow the actuator to be controlled by a
varying current signal.
[UO]
Voltage:
the actuator to be controlled by a
varying voltage signal.
To c hange this value press the
or - key until the required setting is
displayed.
This option will allow
This option will
+
FL
Demand Input
Calibration (Closed Limit)
Apply the analogue Close demand
current or voltage signal corresponding
to the Close position to calibrate this
setting.
In the example below
scale Demand. Any value can be set,
either high or low.
[08] = 8% of full
PRESS THE KEY.
The displayed option will flash (stored)
indicating that it has been set.
FH
Demand Input
Calibration (Open Limit)
Apply the analogue Open demand
current or voltage signal corresponding
to the Open position to calibrate this
setting.
In the example below
full scale Demand. Any value can be
set, either high or low.
[43] = 43% of
39
PRESS THE KEY.
The displayed option will flash (stored)
indicating that it has been set.
Analogue IP
Type: Current
PRESS THE KEY.
The displayed option will flash (stored)
indicating that it has been set.
Set Demand IP
At Closed Limit
Set Demand IP
At Open Limit
Page 46
Co
Set CPT Output
Sc
CPT – Set Closed
SO
CPT – Set Open
40
The CPT output can be set to either
represent the position or internal
hydraulic pressure as a current (4 - 20
mA) output.
To change the type of output press the
+ or – key until the required setting is
displayed
[Po]
Position (Default):
output the actuators current position.
[Pr]
Pressure:
actuators current internal hydraulic
pressure.
The CPT will output the
The CPT will
CPT Output
Type Position
PRESS THE KEY.
The displayed option will flash (stored)
indicating that it has been set.
To calibrate the CPT output for the
closed limit position, connect a current
measuring device to the CPT terminals.
Press the + or – keys until the required
output is shown on the measuring
device.
PRESS THE KEY.
The displayed option will flash (stored)
indicating that it has been set.
Set CPT Output
- < < Closed > > +
To calibrate the CPT output for the
open limit position, connect a current
measuring device to the CPT terminals.
Press the + or – keys until the required
output is shown on the measuring
device.
PRESS THE KEY.
The displayed option will flash (stored)
indicating that it has been set.
Set CPT Output
- < < Open > > +
Page 47
FF
Analogue Signal
Failure Action
This sets the action to be taken upon
loss of the analogue signal. The set
action will be taken once the demand
signal falls below half the minimum
value calibrated. For example, action will
be taken if the signal falls below 2 mA if
the lowest calibrated value is 4 mA.
[OF]
Alarm Off (Default):
will move the actuator to the low
demand signal position.
[ A]
Alarm On:
fault relay and move the actuator to the
low demand signal position.
[AE]
Alarm and SW ESD:
will trip the fault relay plus the actuator
will carry out the Software ESD action.
To c hange this function press the
-
key until the required setting is
or
displayed.
This option will trip the
Ana Fail Action
Alarm Off
This option
This option
+
PRESS THE KEY.
The displayed option will flash (stored)
indicating that it has been set.
9.7
Analogue Control 2
Selectable Deadband and Hysteresis
values (independent in both directions
to optimise for different operating
speeds), are used to compensate for
momentum and solenoid valve response
time. Proper calibration provides
accurate positioning; preventing the
actuator from “hunting” and reducing
the number of motor/pump starts.
Some understanding of the operational
design parameters is required to
optimally set Deadband and Hysteresis.
If the actuator was at the closed limit
and a demand position input of 50%
was received, then, the controller
will command it to move in the open
direction until it reaches 49.7%
(Demand – (Deadband-Hysteresis).
Demand
Initial Direction of Travel
STARTSTOP
Opening
Position
Actual
STOP
Position
Closing
49.5%49.7%50%50.3%50.5%
Hysteresis
49.9%Opening
Closing
Hysteresis
Opening DeadbandClosing Deadband
Deadband set to 5 = 0.5%
Hysteresis set to 2 = 0.2%
41
Momentum/Solenoid response times
within the system may cause the
actuator to continue moving after
the stop command has been issued
as shown by the “Actual Stopped
Position” at 49.9%.
Movement will not be commanded
again until the measured position falls
outside of the Deadband either side of
the demand position. If the Deadband
was smaller, it would be possible for
the actual stopped position to have
fallen the other side of the Deadband
and as such the actuator would be
commanded to move in the opposite
direction in order to meet the demand.
STARTSTOP
This would result in “hunting” as the
actuator oscillated around the Demand
point.
By increasing the Deadband but also
increasing the amount of hysteresis,
the actual demand position can be met
without “hunting” occurring.
Page 48
dC
Analogue Input –
Close Deadband
The closing Deadband value is displayed
as a % of full stroke. The default value
is 1%.
The minimum settable value is 0.1%
and the maximum settable value is
9.9% in 0.1% increments.
+
To c hange this value press the
or - key until the required setting is
displayed.
PRESS THE KEY.
The displayed option will flash (stored)
indicating that it has been set.
dO
Analogue Input –
Open Deadband
The opening Deadband value is
displayed as a % of full stroke. The
default value is 1%.
The minimum settable value is 0.1%
and the maximum settable value is
9.9% in 0.1% increments.
+
To c hange this value press the
or - key until the required setting is
displayed.
PRESS THE KEY.
The displayed option will flash (stored)
indicating that it has been set.
HC
Hysteresis Closing
The closing hysteresis value is displayed
as a % of full stroke. The default value
is 0.5%.
The minimum settable value is 0.1%
and the maximum settable value is
9.9% in 0.1% increments.
+
To c hange this value press the
or - key until the required setting is
displayed.
PRESS THE KEY.
The displayed option will flash (stored)
indicating that it has been set.
HO
Hysteresis
Opening
The opening hysteresis value is
displayed as a % of full stroke. The
default value is 0.5%.
The minimum settable value is 0.1%
and the maximum settable value is
9.9% in 0.1% increments.
+
To c hange this value press the
or - key until the required setting is
displayed.
PRESS THE KEY.
The displayed option will flash (stored)
indicating that it has been set.
42
Analogue IP
Close DB: 1.0%
Analogue IP
Open DB: 1.0%
Analogue IP
Close Hyst: 0.5%
Analogue IP
Open Hyst: 0.5%
Page 49
9.8
The interrupter timer enables pulsed
“stop/start” operation by the actuator
as a response to local and remote
control commands.
This effectively increases the valve
stroke time and can be adjusted to
prevent hydraulic shock (water hammer)
and flow surges in pipelines. This is
effective for spring-return and doubleacting units without accumulators to
slow stroke time(s).
When enabled, the interrupter timer
operates in both local and remote
control.
Option
Interrupter Timer
OJ
Interrupter Timer
Enabled/Disabled
To enable the Interrupter Timer press
the + or - keys to toggle between [OF]
and [On]
PRESS THE KEY.
The displayed option will flash (stored)
indicating that it has been set.
Int. Timer
Disabled
When the timer option is enabled an
additional series of settings can be
accessed by pressing the
NOTE: If the timer option is not
available pressing the
access setting.
k
Press the
timer set-up screens.
key to display interrupter
k
key.
k
key will not
Jd
Interrupter Timer
Direction
The default for timer direction is [CL],
timer operation will start in closing
and stop in opening – pulsing
operation around the close position.
If pulsing operation is required to stop
in closing and start in opening – around
the open position, use the
The display will change to [OP]
+
or - key.
Opening
PRESS THE KEY.
The displayed option will flash (stored)
indicating that it has been set.
Timer Start
Closing
NOTE: Instructions [JC] and [JO] are
for timer operation around the Closed
position. For timing around the Open
position, read stop for start [JC] and
start for stop [JO].
Position in Valve
JC
Closing Stroke for
Timer to Start
] [ ]
+
or - key select the position
Closed
= valve closed
]
Open
= valve open
Timer Start
Position: 25%
Using the
for the TIMER TO START WHEN THE
VALVE IS CLOSING.
[
[00] to [99] = percentage open
[
.
PRESS THE KEY.
The displayed option will flash (stored)
indicating that it has been set.
If the timing is not required in the
closing stroke select [JC] to [
closed position.
43
] [ ] valve
Page 50
JO
Position in Valve Opening
Stroke for Timer to Stop
Using the + or - key select the position
for the TIMER TO STOP WHEN THE
VALVE IS OPENING.
] [ ]
Closed
[
[00] to [99] = percentage open
[
PRESS THE KEY.
The displayed option will flash (stored)
indicating that it has been set.
If timing is not required in the opening
stroke select [JO] to [
= valve closed
]
Open
= valve open
Timer Stop
Position: 25%
] [ ].
JS
Interrupter Timer Interval
This function changes the units of
time applied to [Jn] and [JF] between
seconds and milliseconds.
Timer Interval
Seconds
[On] Seconds (Default)
[OF] Milliseconds
To change the time interval press the
+
or - key until the required setting is
displayed.
PRESS THE KEY.
The displayed option will flash (stored)
indicating that it has been set.
Jn
Interrupter Timer
On Time
Using the + or - key select the
actuator run period in the range 100
mS to 99 seconds.
Timer On Time
05 Seconds
[Jn] set to 05 gives an Interrupter
Timer on pulse length of 500 mS or 5
seconds depending on whether [JS] is
set to [OF] or [On].
PRESS THE KEY.
The displayed option will flash (stored)
indicating that it has been set.
JF
Interrupter Timer
44
Off Time
Using the
actuator stop period in the range 100
mS to 99 seconds.
[JF] set to 25 gives an Interrupter Timer
off pulse length of 2500 mS or 25
seconds depending on whether [JS] is
set to [OF] or [On].
PRESS THE KEY.
The displayed option will flash (stored)
indicating that it has been set.
+
or - key select the
Timer Off Time
25 Seconds
Page 51
JE
ESD Override
Interrupter Timer
The interrupter timer may be overridden
when the actuator is under software
ESD signal command. This will mean
the actuator will run to limit without
“stop/start” action under ESD
command.
Refer to section 9.5 for ESD settings.
The default for ESD override interrupter
timer is [OF]
will continue “stop/start” action during
software ESD action.
If ESD must override the timer use the
or
- to display [On]
No
. The interrupter timer
Yes
.
Timer Override
ESD: Off
PRESS THE KEY.
The displayed option will flash (stored)
indicating that it has been set.
Example
An actuator fitted with the interrupter
timer and set as the example shown in
these instructions would operate at:
Rated speed from full Open to
25% Open.
1
/6 rated speed from 25% Open to Fully
Closed and from Fully Closed to 25%
Open.
Rated speed from 25% Open to Fully
Open.
+
WARNING: The interrupter
timer does not operate during
mains power failure on spring
return actuators. Systems should
take this into account.
45
Page 52
9.9
46
Service
This section allows the user to confirm
a fault if allowed along with checking
that the display is operating correctly.
The firmware version programmed onto
the various electronic boards can also
be viewed here.
See section 3 for full description of
fault descriptions.
The table (right) lists the available fault
descriptions along with the state of
the associated Monitor Relay and Fault
Relay. If there is more than one fault
then they will be displayed in three
second intervals. After the first fault has
been confirmed then the next highest
priority fault can then be confirmed if
allowed.
Although acceptance of the fault may
permit the control of the actuator, it is
probable that the fault is still present
and should be investigated. A full
functional test should be carried out to
ensure any underlying fault does not
affect the actuator performance. If the
fault persists then contact Rotork.
Displayed text
CONFIGERROR
ELECTRONICFAULT
LOCALCTRLFAULT
SOLDRIVEFAULT
POSSENSORFAULT
PRESSENSEFAULT
OP IN MID POS
OP AT LIMIT
WRONGDIRECTION
STALL IN MID POS
STALL AT LIMIT
PSERROR
DEMANDFAULT
PSUNABLETORUN
OPTIONCH1FAULT
OPTIONCH2FAULT
EEPROMMISSING
Clear monitor
relay
YesYesNoNoNo
YesYesYesNoNo
YesYesNoYesNo
NoYesNoYesNo
YesYesNoYesNo
NoYesNoYesNo
NoYesYesNo
NoYesYesNo
NoYesYesNoNo
NoYesYesYes
NoYesYesYes
NoNoYesYesYes
NoYesNoYesNo
NoNoYesYesYes
YesYesYesNoNo
YesYesYesNoNo
YesYesYesNoNo
Set fault
relay
CF Clears
fault
Cleared
automatically
Resume
on new
command
Yes (move away
first)
Yes (move away
first)
Yes (move away
first)
Yes (move away
first)
Page 53
tL
Test Lights
Function
This option illuminates all the segments,
dots and icons on the display along
with cycling through the Red, Yellow
and Green LED’s.
tL
Un
Test Lights
Firmware Version
Function
This option displays the current
firmware version number that is
installed on the actuator.
tL
U1
Test Lights
Option 1 Version
Function
This option displays the current
firmware version number that is
installed on Channel 1 of the network
card if fitted.
tL
U2
Option 2
Version
This option displays the current
firmware version number that is
installed on Channel 2 of the network
card if fitted.
47
Test Lights
PRESS THE KEY.
Firmware Version
vxxx.xxxx
Test Lights
Option 1 Version
None
Option 2 Version
None
Test Lights
Page 54
9.10
Setting instructions for actuators
including an optional Pakscan Field
Control Unit – check wiring diagram for
inclusion.
Bus System
Option Pakscan
Before setting the parameters for
Option Pakscan ensure Remote
Control Source [Od] has been
selected to [oP] or [OE] in Section
9.3.
PA
Pakscan Node
Address
The actuator Pakscan Field Control Unit
must be allocated a unique loop node
address.
The actuator must be in “Loopback”
and isolated from Pakscan loop traffic
for its address to be set or changed.
Loopback can be achieved in two ways:
1. Turn OFF the master station.
2. Isolate the actuator from the
2-wire control loop both in & out.
+
Using the
required loop address.
Address to be set within the range
01-240 (01–F0 Hexadecimal). Refer to table in section 12.
PRESS THE KEY.
The displayed option will flash (stored)
indicating that it has been set.
Press the
[Pb]
or - keys display the
Node Address
Hex 01 : Dec 001
k
key to display:
Baud Rate
.
Pb
Pakscan
Baud Rate
The actuator Pakscan Field Control Unit
baud rate must be set to the loop baud
rate. For a Pakscan 2-wire control loop
the selected baud rate must be common
to the master station and all the field
control units included in the loop.
The actuator must be in “Loopback”
and isolated from Pakscan loop traffic
for its baud rate to be set or changed.
Loopback can be achieved in two ways:
1. Turn OFF the master station.
2. Isolate the actuator from the
2-wire control loop both in & out.
The displayed option will flash (stored)
indicating that it has been set.
k
Press the
[PF]
key to display:
Aux I/P Mask
.
48
Page 55
PF
Pakscan Remote
Auxiliary Input Mask
The EH actuator has the facility to accept 4 auxiliary inputs (AUX1–AUX4). These
are used when supplementary remote control or digital auxiliary inputs are required
in addition to the standard control and feedback features incorporated into the
Pakscan card. It is also possible to have a combination of both remote control and
volt-free inputs to provide, for example, open and close control as well as a high
and low tank level alarm indication, supplied via an external transducer.
The hexadecimal number displayed under PF can be considered as a ‘‘software
mask’’. It is this mask that tells the Pakscan card what type of input to expect,
control or input signal, and what form the input will be, normally open or normally
closed (refer to section 12 for Binary, Hexadecimal and Decimal Conversion Table).
To decipher the mask the number needs to be split into two separate hexadecimal
characters, each of which can be sub-divided into 4 binary bits. The first 4 bits
represent the function and the second 4 represent the input source (known as
invert). Pictorially this can be represented as:
Left side hex character Right side hex character
Aux 4 to 1 (function) AUX 4 to 1 (Invert)
Bits 4 3 2 1 4 3 2 1
When used for remote control of the actuator bits 4 to 1 of the function character
have been designated as follows:
Bit 4 (AUX4) – ESD
Bit 3 (AUX3) – Stop (Maintain)
Bit 2 (AUX2) – Close
Bit 1 (AUX1) – Open
(When used for digital signal inputs they are simply designated as AUX 4 to AUX 1)
49
Rules
1. Function bit set to ‘‘0’’
Any function bit set to ‘‘0’’ indicates that the particular aux input is to be treated as
a digital signal for field status reporting, e.g. a level switch or motor running status.
If the corresponding invert bit is set to a ‘‘0’’, an open contact is reported as a logic
"1" and a closed contact is reported as a logic ‘‘0’’ (i.e. this will invert the input).
If the corresponding invert bit is set to a ‘‘1’’, an open contact is reported as a logic
"0" and a closed contact is reported as a logic ‘‘1’’ (i.e. this gives a noninverting
input).
2. Function bit set to ‘‘1’’
Any function bit set to ‘‘1’’ indicates that the particular aux input is to be treated as
a digital command to operate the actuator.
When the corresponding invert bit is set to a ‘‘0’’ this represents an N.C. contact
as being the command source, i.e. a closing contact de-energises the input and an
opening contact energises the input.
When the corresponding invert bit is set to a ‘‘1’’, this represents an N.O. contact
as being the command source, i.e. a closing contact energises the input and an
opening contact de-energises the input.
3. ESD Control
When using ESD (aux input 4), the ESD contact mode setting [A2] should be set
to the default value of [O]. The [A1]–ESD direction setting should be set to either
Open or Close the valve (refer to section 9.5).
4. Stop (Maintain) Control
When energised this will make the Aux input Open/Close/ESD control push-to-run,
(non-maintained).
When de-energised, the Aux input Open/Close/ESD control will be maintained.
Page 56
PF
Pakscan Remote
Auxiliary Input (continued)
PF
Pakscan Remote
Auxiliary Input
50
5. Remote I/P Setting
Ensure that the correct [Od]
For Pakscan this is [oP]
The factory default for [PF]
Control Type
Network
.
Aux I/P Mask
setting is selected (refer to section 9.3).
is [OF]
0000 1111
.
Examples
1. The full range of remote controls is needed. Open and Close are NO and ESD
and Stop/maintain is NC.
Aux I/P 4 3 2 1
Function 1 1 1 1 = F
Invert 0 0 1 1 = 3 i.e. set [PF] to [F3]
2. Open and close control is required along with 2 inverted digital signal inputs
(Note that with this setting the open and close commands will be maintained.)
Aux I/P 4 3 2 1
Function 0 0 1 1 = 3
Invert 0 0 1 1 = 3 i.e. set [PF] to [33]
3. Only an ESD input is needed. The requirement is for push to run control with a
NO contact input.
Aux I/P 4 3 2 1
Function 1 1 0 0 = C
Invert 1 0 0 0 = 8 i.e. set [PF] to [C8]
Using the + or - keys display the
required mask setting.
Aux I/P Mask
Bits: 0000 1111
Auxiliary Input Mask [OF]
PRESS THE KEY.
The displayed option will flash (stored)
indicating that it has been set.
For Pakscan module positioning settings
[OF], refer to section 9.14.
If Pakscan positioning control is
required,
Display [FL]Refer to section 9.14.
PRESS THE m KEY.
Low Set Point Position
Page 57
9.11
Bus System
Option Modbus [OP]
PA
Modbus Node
Address
Pb
Modbus Baudrate
51
Setting instructions for actuators
including an optional Modbus RTU
module – check wiring diagram for
inclusion.
Before setting the parameters for
Option Modbus ensure Remote
Control Source [Od] has been
selected to [oP] in Section 9.3.
The actuator power must be
cycled for the changes to take effect.
The Modbus module must be allocated
a unique address.
To set the address the Modbus module
must be isolated from the host by
disconnecting the RS485 highway or
turning off the host device.
+
Using the
required address.
Address to be set within the range (01247 to F7 Hexadecimal). If an address
value outside this range is entered, the
address set will revert to 01 (for 00) or
F7 (for value above F7).
or - keys display the
Node Address
Hex 01 : Dec 001
PRESS THE KEY.
The displayed option will flash (stored)
indicating that it has been set.
k
Press the
[Pb]
key to display:
Baud Rate
.
The Modbus module must be set to the
RS485 highway baudrate. To set the
baudrate the Modbus module must be
isolated from the host by disconnecting
the RS485 highway or turning off the
host device.
The displayed option will flash (stored)
indicating that it has been set.
k
Press the
[PF]
key to display:
Aux I/P Mask
.
Page 58
PF
Modbus Remote
Auxiliary Input
The EH Pro actuator has the facility to accept 4 auxiliary inputs (AUX1 – AUX4).
These are used when supplementary remote control or digital auxiliary inputs are
required in addition to the standard control and feedback features incorporated
into the Modbus module. It is also possible to have a combination of both remote
control and volt-free inputs to provide, for example, open and close control as well
as a high and low tank level alarm indication, supplied via an external transducer.
The hexadecimal number displayed under PF can be considered as a ‘‘software
mask’’. It is this mask that tells the Modbus module what type of input to expect,
control or input signal, and what form the input will be, normally open or normally
closed. Refer to section 12 for Binary, Hexadecimal and Decimal Conversion Table.
To decipher the mask the number needs to be split into two separate hexadecimal
characters, each of which can be sub-divided into 4 binary bits. The first 4 bits
represent the function and the second 4 represent the input source (known as
invert). Pictorially this can be represented as:
Left side hex character Right side hex character
Aux 4 to 1 (function) AUX 4 to 1 (Invert)
Bits 4 3 2 1 4 3 2 1
When used for remote control of the actuator bits 4 to 1 of the function character
have been designated as follows:
Bit 4 (AUX4) – ESD
Bit 3 (AUX3) – Stop (Maintain)
Bit 2 (AUX2) – Close
Bit 1 (AUX1) – Open
(When used for digital signal inputs they are simply designated as AUX 4 to AUX 1.)
52
Rules
1. Function bit set to ‘‘0’’
Any function bit set to ‘‘0’’ indicates that the particular aux input is to be treated as
a digital signal for field status reporting, e.g. a level switch or motor running status.
If the corresponding invert bit is set to a ‘‘0’’, an open contact is reported as a logic
‘‘1’’ and a closed contact is reported as a logic ‘‘0’’ (i.e. this will invert the input).
If the corresponding invert bit is set to a ‘‘1’’, an open contact is reported as a logic
"0" and a closed contact is reported as a logic ‘‘1’’ (i.e. this gives a noninverting
input).
2. Function bit set to ‘‘1’’
Any function bit set to ‘‘1’’ indicates that the particular aux input is to be treated as
a digital command to operate the actuator.
When the corresponding invert bit is set to a ‘‘0’’ this represents an N.C. contact
as being the command source, i.e. a closing contact de-energises the input and an
opening contact energises the input.
When the corresponding invert bit is set to a ‘‘1’’, this represents an N.O. contact
as being the command source, i.e. a closing contact energises the input and an
opening contact de-energises the input.
3. ESD Control
When using ESD (aux input 4), the ESD contact mode setting [A2] should be set to
the default value of [nO]. The [A1]–ESD direction setting should be set to either
Open or Close the valve. Refer to section 9.5.
4. Stop (Maintain) Control
When energised this will make the Aux input Open/Close control push-to-run.
When de-energised, the Aux input Open/Close control will be maintained. ESD is
always push to run (non maintained).
Page 59
PF
Modbus Remote
Auxiliary Input (continued)
5. Remote I/P Setting
Ensure that the correct [Od]
For Modbus this is [OP]
The factory default for [PF]
Control Type
Network
.
Aux I/P Mask
setting is selected (refer to section 9.3).
is [OF]
0000 1111
.
Examples
1. The full range of remote controls is needed. Open and Close are NO and ESD
and Stop/maintain is NC.
Aux I/P 4 3 2 1
Function 1 1 1 1 = F
Invert 0 0 1 1 = 3 i.e. set [PF] to [F3]
2. Open and close control is required along with 2 inverted digital signal inputs.
(Note that with this setting the open and close commands will be maintained.)
Aux I/P 4 3 2 1
Function 0 0 1 1 = 3
Invert 0 0 1 1 = 3 i.e. set [PF] to [33]
3. Only an ESD input is needed. The requirement is for push to run control with a
NO contact input.
Aux I/P 4 3 2 1
Function 1 1 0 0 = C
Invert 1 0 0 0 = 8 i.e. set [PF] to [C8]
Using the + or - keys display the
required mask setting.
Aux I/P Mask
Bits: 0000 1111
PRESS THE KEY.
The displayed option will flash (stored)
indicating that it has been set.
k
Press the
[PP]
key to display:
Modbus Parity
.
PP
Modbus Parity
Where Modbus parity bit detection is
used the module must be set with the
parity bit setting of the host.
+
Using the
required parity bit:
no]
[
[En]
[Od]
or - keys display the
None
(no) parity bit
Even
parity bit
Odd
parity bit
Modbus Parity
None
No Parity Bit
PRESS THE KEY.
The displayed option will flash (stored)
indicating that it has been set.
For Modbus module positioning
settings and action on loss of signal
setting [OF](refer to section 9.14).
If Modbus positioning control and
action on loss of communication are
required,
Display [FL]Refer to section 9.14.
PRESS THE m KEY.
Low Set Point Position
53
Page 60
9.12
Bus System
Option Profibus DP [OP]
Setting instructions for actuators
including an optional Profibus DP
module – check wiring diagram for
inclusion.
Before setting the parameters for
Option Profibus ensure Remote
Control Source [Od] has been
selected to [oP] in Section 9.3.
Any settings made locally at
the actuator may be overwritten by
the host on startup unless the GSD
files are locked on the Profibus card.
Refer to publication PUB088-004
available from www.rotork.com
The actuator power must be
cycled for the changes to take effect.
PA
Profibus Node
Address
The Profibus DP module must be
allocated a unique address.
To set the address the Profibus module
must be isolated from the host by
disconnecting the RS485 highway or
turning off the host device.
+
Using the
required address.
Address to be set within the range
(01-126 to 7E Hexadecimal) (refer to section 12 conversion). If an address
value outside this range is entered, the
address set will revert to 01 (for 00) or
7E (for value above 7E).
or - keys display the
Node Address
Hex 01 : Dec 001
PRESS THE KEY.
The displayed option will flash (stored)
indicating that it has been set.
k
Press the
[Pb]
Rotork Profibus DP Mk.2 card.
Therefore, if the Rotork Profibus DP Mk.2
card is fitted, press the
[PF]
to display:
Baud Rate
.
[Pb]has no relevance for the
k to display:
Aux I/P Mask
.
54
Page 61
PF
Profibus Remote
Auxiliary Input
The EH Pro actuator has the facility to accept 4 auxiliary inputs (AUX1–AUX4).
These are used when supplementary remote control or digital auxiliary inputs are
required in addition to the standard control and feedback features incorporated
into the Profibus module. It is also possible to have a combination of both remote
control and volt-free inputs to provide, for example, open and close control as well
as a high and low tank level alarm indication, supplied via an external transducer.
The hexadecimal number displayed under PF can be considered as a ‘‘software
mask’’. It is this mask that tells the Profibus module what type of input to expect,
control or input signal, and what form the input will be, normally open or normally
closed (refer to section 12 for Binary, Hexadecimal and Decimal Conversion Table).
To decipher the mask the number needs to be split into two separate hexadecimal
characters, each of which can be sub-divided into 4 binary bits. The first 4 bits
represent the function and the second 4 represent the input source (known as
invert). Pictorially this can be represented as:
Left side hex character Right side hex character
Aux 4 to 1 (function) AUX 4 to 1 (Invert)
Bits 4 3 2 1 4 3 2 1
When used for remote control of the actuator bits 4 to 1 of the function character
have been designated as follows:
Bit 4 (AUX4) – ESD
Bit 3 (AUX3) – Stop (Maintain)
Bit 2 (AUX2) – Close
Bit 1 (AUX1) – Open
(When used for digital signal inputs they are simply designated as AUX 4 to AUX 1.)
55
Rules
1. Function bit set to ‘‘0’’
Any function bit set to ‘‘0’’ indicates that the particular aux input is to be treated as
a digital signal for field status reporting, e.g. a level switch or motor running status.
If the corresponding invert bit is set to a ‘‘0’’, an open contact is reported as a logic
‘‘1’’ and a closed contact is reported as a logic "0" (i.e. this will invert the input).
If the corresponding invert bit is set to a ‘‘1’’, an open contact is reported as a logic
‘‘0’’ and a closed contact is reported as a logic ‘‘1’’ (i.e. this gives a noninverting
input).
2. Function bit set to ‘‘1’’
Any function bit set to ‘‘1’’ indicates that the particular aux input is to be treated as
a digital command to operate the actuator.
When the corresponding invert bit is set to a ‘‘0’’ this represents an N.C. contact
as being the command source, i.e. a closing contact de-energises the input and an
opening contact energises the input.
When the corresponding invert bit is set to a ‘‘1’’, this represents an N.O. contact
as being the command source, i.e. a closing contact energises the input and an
opening contact de-energises the input.
3. ESD Control
When using ESD (aux input 4), the ESD contact mode setting [A2] should be set to
the default value of [nO]. The [A1]–ESD direction setting should be set to either
open or close the valve (refer to section 9.5).
4. Stop/Maintain Control
When energised this will make the Aux input Open/Close control push to run When
de-energised, the Aux input Open/Close control will be maintained. ESD is always
push to run (non maintained).
Page 62
PF
Profibus Remote
Auxiliary Input (continued)
PF
Profibus Remote
Auxiliary Input
56
5. Remote Source Setting [Od]
Ensure that the correct [Od]
For Profibus this is [OP]
The factory default for [PF]
Control Type
Network
.
Aux I/P Mask
setting is selected (refer to section 9.3).
is [OF]
0000 1111
.
Examples
1. The full range of remote controls is needed. Open and Close are NO and ESD
and Stop/maintain is NC.
Aux I/P 4 3 2 1
Function 1 1 1 1 = F
Invert 0 0 1 1 = 3 i.e. set [PF] to [F3]
2. Open and close control is required along with 2 inverted digital signal inputs.
(Note that with this setting the open and close commands will be maintained.)
Aux I/P 4 3 2 1
Function 0 0 1 1 = 3
Invert 0 0 1 1 = 3 i.e. set [PF] to [33]
3. Only an ESD input is needed. The requirement is for push to run control with a
NO contact input.
Aux I/P 4 3 2 1
Function 1 1 0 0 = C
Invert 1 0 0 0 = 8 i.e. set [PF] to [C8]
Using the + or - keys display the
required mask setting.
Aux I/P Mask
Bits: 0000 1111
PRESS THE KEY.
The displayed option will flash (stored)
indicating that it has been set.
If Profibus positioning control and
action on loss of communication are
required,
Display [FL]
Refer to section 9.14.
PRESS THE m KEY.
Low Set Point Position
Page 63
9.13PA
Bus S
ystem
Option DeviceNet
Setting instructions for actuators
including an optional DeviceNet DFU
module – check wiring diagram for
inclusion.
Before setting the parameters for
Option DeviceNet ensure Remote
Control Source [Od] has been
selected to [oP] in section 9.3.
The actuator power must be
cycled for the changes to take effect.
The DeviceNet module must be
allocated a unique address.
Using the
required address.
Address to be set within the range (0163 to 3F Hexadecimal). See page 79 for
conversion. If an address value outside
this range is entered, the address set
will revert to 01 (for 00) or 3F (for value
above 3F).
PRESS THE KEY.
The displayed option will flash (stored)
indicating that it has been set.
Press the
[Pb]
DeviceNet Node
Address
+
or - keys display the
Node Address
Hex 01 : Dec 001
k
key to display:
Baud Rate
.
Pb
DeviceNet Baudrate
The DeviceNet module must be set to
the DeviceNet highway baudrate.
+
Using the
required baudrate:
[01] = 125 k baud
[03] = 250 k baud
[06] = 500 k baud
or - keys display the
Baud Rate
500k baud
PRESS THE KEY.
The displayed option will flash (stored)
indicating that it has been set.
k
Press the
[PF]
key to display:
Aux I/P Mask
.
57
Page 64
PF
DeviceNet Remote
Auxiliary Input
The EH Pro actuator has the facility to accept 4 auxiliary inputs (AUX1–AUX4). These
are used when supplementary remote control or volt free digital auxiliary inputs are
required in addition to the standard control and feedback features incorporated
into the DeviceNet module. It is also possible to have a combination of both remote
control and volt free inputs to provide, for example, open and close control as well
as a high and low tank level alarm indication, supplied via an external transducer.
The hexadecimal number displayed under PF can be considered as a ‘‘software
mask’’. It is this mask that tells the DeviceNet module what type of input to expect,
control or input signal, and what form the input will be, normally open or normally
closed.
To decipher the mask the number needs to be split into two separate hexadecimal
characters, each of which can be sub-divided into 4 binary bits. The first 4 bits
represent the function and the second 4 represent the input source (known as
invert). Pictorially this can be represented as:
Left side hex character Right side hex character
Aux 4 to 1 (function) AUX 4 to 1 (Invert)
Bits 4 3 2 1 4 3 2 1
When used for remote control of the actuator bits 4 to 1 of the function character
have been designated as follows:
Bit 4 (AUX4) – ESD
Bit 3 (AUX3) – Stop (Maintain)
Bit 2 (AUX2) – Close
Bit 1 (AUX1) – Open
(When used for digital signal inputs they are simply designated as AUX 4 to AUX 1.)
58
Rules
1. Function bit set to ‘‘0’’
Any function bit set to ‘‘0’’ indicates that the particular aux input is to be treated as
a digital signal for field status reporting, e.g. a level switch or motor running status.
If the corresponding invert bit is set to a "0", an open contact is reported as a logic
‘‘1’’ and a close contact is reported as a logic ‘‘0’’ (i.e. this will invert the input).
If the corresponding invert bit is set to a ‘‘1’’, an open contact is reported as a logic
"0" and a close contact is reported as a logic ‘‘1’’ (i.e. this gives a non-inverting
input).
2. Function bit set to ‘‘1’’
Any function bit set to ‘‘1’’ indicates that the particular aux input is to be treated as
a digital command to operate the actuator.
When the corresponding invert bit is set to a "0" this represents an N.C. contact
as being the command source, i.e. a closing contact de-energises the input and an
opening contact energises the input.
When the corresponding invert bit is set to a ‘‘1’’, this represents an N.O. contact
as being the command source, i.e. a closing contact energises the input and an
opening contact de-energises the input.
3. ESD Control
When using ESD (aux input 4), the ESD contact mode setting [A2] should be set to
the default value of [nO]. The [A1] – ESD direction setting should be set to either
open or close the valve (refer to section 9.5).
4. Stop (Maintain) Control
When energised this will make the Aux input Open/Close control push-to-run.
When de-energised, the Aux input Open/Close control will be maintained. ESD is
always push to run (non maintained).
Page 65
PF
DeviceNet Remote
Auxiliary Input (continued)
5. Remote I/P Setting
Ensure that the correct [Od]
For DeviceNet this is [OP]
The factory default for [PF]
Control Type
Network
.
Aux I/P Mask
setting is selected (refer to section 9.3).
is [OF]
0000 1111
.
Examples
1. The full range of remote controls is needed. Open and Close are NO and ESD
and Stop/maintain is NC.
Aux I/P 4 3 2 1
Function 1 1 1 1 = F
Invert 0 0 1 1 = 3 i.e. set [PF] to [F3]
2. Open and close control is required along with 2 inverted digital signal inputs.
(Note that with this setting the open and close commands will be maintained.)
Aux I/P 4 3 2 1
Function 0 0 1 1 = 3
Invert 0 0 1 1 = 3 i.e. set [PF] to [33]
3. Only an ESD input is needed. The requirement is for push to run control with a
NO contact input.
Aux I/P 4 3 2 1
Function 1 1 0 0 = C
Invert 1 0 0 0 = 8 i.e. set [PF] to [C8]
59
Using the + or - keys display the
required mask setting.
Aux I/P Mask
Bits: 0000 1111
PRESS THE KEY.
The displayed option will flash (stored)
indicating that it has been set.
For DeviceNet module positioning
settings and action on loss of signal
setting [OF]. Refer to section 9.14.
Page 66
9.14
Bus System Positioning
Control Settings
If the system control strategy for
Pakscan, Modbus, DeviceNet or
Profibus requires intermediate valve
travel positioning to a "DV" (Desired
Value - value corresponding to required
position), the control parameters in this
section need to be set. ‘‘Action on Loss
of Signal’’ parameters apply only to
Modbus and Profibus systems.
Limited Range Positioning is a selectable
option whereby positioning limits, 0%
and 100%, can be at different positions
to those used for digital Closed and
Open limit commands. Limited range
positioning can be set using the [FL]
Low Set Point Position
Point Position
It should be noted that the actuator will
respond to a digital Open or Close host
command by moving the valve to the
set limits irrespective of settings made
for positioning control.
Settings for Deadband and Motion
Inhibit Time affect accuracy and
response time.
Any settings made locally at
the actuator may be overwritten by
the host on startup unless the GSD
files are locked on the Profibus card.
Refer to publication PUB088-004-00
available from www.rotork.com
screens.
and [FH]
High Set
FL
Bus System Valve
Position at 0% DV
[FL]
Low Set Point Position
to which the actuator will move if a 0%
command is sent.
Note that the position set for [FL] will
be reported to the host as 0%. The
actuator display will report % open in
the range set by the limits.
The default setting is for 0% to be the
Close limit.
+
Use the
valve position for a 0% command.
or - key to select the desired
Position: Closed
0% DV = Valve Closed
is the position
Low Set Point
PRESS THE KEY.
The displayed option will flash (stored)
indicating that it has been set.
k
Press the
[FH]
key to display:
High Set Point Position
.
FH
Bus System Valve
Position at 100% DV
[FH]
High Set Point Position
position to which the actuator will
move if a 100% command is sent.
Note that the position set for [FH] will
be reported to the host as 100%. The
actuator display will report % open in
the range set by the limits.
The default setting is for 100% to be
the Open limit.
+
Use the
valve position for a 100% command.
or - key to select the desired
High Set Point
Position: Open
100% DV = Valve Open
is the
PRESS THE KEY.
The displayed option will flash (stored)
indicating that it has been set.
k
Press the
[Fd]
key to display:
Deadband
.
Fd
Bus System
Deadband Adjustment
All positioning commands are subject to
a deadband tolerance.
The deadband sets the expected
positioning accuracy of the actuator
and is dependent on various factors
including, actuator output speed,
number of turns and valve torque. If
the deadband is set too low the valve
may ‘‘hunt’’ around the set point.
+
Use the
required setting:
[00] to [99] – 0% to 9.9% of valve
stroke.
or - key to display the
Deadband
2.5%
60
PRESS THE KEY.
The displayed option will flash (stored)
indicating that it has been set.
k
Press the
[Ft]
key to display:
Motion Inhibit Time
.
Page 67
Ft
Bus System
Motion Inhibit Time (MIT)
MIT sets the minimum time between
successive position commands being
actioned. It is used in situations to
reduce the number of starts per hour
and to smooth out fluctuations if
continuous positioning is implemented.
Setting the longest possible time while
maintaining acceptable control will
maximise the life of the motorised
valve.
+
Use the
required setting:
[00] to [99] = 0 to 99 seconds.
or - key to display the
Motion Inhibit
Time: 05 seconds
Modbus, Profibus &
FA
DeviceNet
Action on Loss of Signal
Modbus, Profibus & DeviceNet modules
can be set to respond on loss of host
communication by positioning the
valve. Modbus checks for a loss of
general highway communications
whereas Profibus & DeviceNet check
for a loss of communications addressed
specifically to themselves.
The default setting is off [OF] and the
default timeout is 255 sec.
+
Use the
required setting:
[On] Failsafe as determined by setting [FF]
[OF]
or - key to display the
Go to Low SP
position.
Loss of Signal
Failsafe
Modbus, Profibus
FF
& DeviceNet
Failsafe Action
Modbus, Profibus & DeviceNet failsafe
action when [FA] is enabled.
+
Use the
required setting:
[Lo]
[SP]
[HI]
PRESS THE KEY.
The displayed option will flash (stored)
indicating that it has been set.
or - key to display the
Go to Low SP
position.
Stay put
Go to High SP
position.
Failsafe Action
Go to Low SP
61
PRESS THE KEY.
The displayed option will flash (stored)
indicating that it has been set.
k
Press the
[FA]
(Modbus, Profibus & Devicenet only).
key to display:
Loss of Signal
Failsafe Action Enabled
PRESS THE KEY.
The displayed option will flash (stored)
indicating that it has been set.
k
Press the
[FF]
key to display:
Failsafe Action
.
Page 68
Ur
Reset to Default
62
All EH actuator functions are configured to a set of Rotork Fluid Systems default
(standard) settings before despatch, see the table opposite. When requested,
alternative settings specified with the order will be used. When site commissioning
takes place, entered settings overwrite Rotork Fluid Systems defaults and these
‘‘current’’ settings are used for operation along with the remaining unadjusted
defaults.
Should difficulty be encountered during commissioning the default settings can be
reinstated, returning the actuator configuration to its original manufactured state.
Site commissioning must then begin again.
If reset to factory defaults takes place, all Basic and Configuration Settings
except limit positions will return to their default setting. See the table
opposite for Rotork Fluid Systems standard settings. Basic settings (except
limits) and Configuration settings must then be checked and reset as required
Refer to Basic Settings, section 8 and Configuration Settings, section 9.
Rotork Fluid Systems standard default settings for EH actuators:
Function [d1] Default Setting
[P?] Password
[Bt] Bluetooth Communication [OF] Switched Off
Basic Configurations
[C2] Close Action [CP] Stop on Pressure
Unaffected – will remain as set
[C3] Open Action [OL] Stop on Limit
[CP] Close Pressure at Limit [90] 90% of Maximum Pressure
[Cp] Close Pressure at Mid [00] 00% = Value set in CP
[OP] Open Pressure at Limit [90] 90% of Maximum Pressure
[Op] Open Pressure at Mid [00] 00% = Value set in OP
Configuration Settings
[r1]
Relay 1 Function [CL] Closed Limit
[r1] Relay 1 Form [nO] Normally Open
[Od] Remote Select [rE] Digital
[cL] Local Control [Pr] Push to Run
[LP] Low Power Mode [OF] Switched Off
[Ld] Closed LED Colour [9r] Green
[UL] Language [01] English
[rP] Remote Priority [SP] Stayput
[HP] Hold Position [On] Switched On
[PH] Position Hysteresis [05] 0.5%
[OH] Over Pressure Hysteresis [10] 10%
[UH] Under Pressure Hysteresis [10] 10%
[EA] ESD Action (Software) [ E] De-energise all
Solenoid Valves
[EO] ESD Local Stop Override [No] No Override
[Ec] ESD Contact Type [nO] Normally Open
[rE] ESD Manual Reset [OF] No Reset
[Et] ESD Temp Loss of Signal [Ct] Continue with ESD Action
[PP] Partial Stroke Position [90] 90% Open
[Ph] Partial Stroke Test [No] Do not start motor when
– Motor Start test commences
[FI] mA / Voltage Analogue Input [CU] Current
Page 69
Ur
Reset to Default
[FF] Analogue Signal Failure Action [OF] No Alarm
[dC] Closing Deadband Adjustment [10] 1.0%
[dO] Opening Deadband Adjustment [10] 1.0%
[HC] Closing Hysteresis Adjustment [05] 0.5%
[HO] Opening Hysteresis Adjustment [05] 0.5%
[OJ] Interrupter Timer Enable [OF] Timer Off
[Jd] Interrupter Timer Start Direction [CL] Start Closing
[JC] Interrupter Timer Close Position [25] 25% Open
[JO] Interrupter Timer Open Position [25] 25% Open
[JS] Interrupter Timer Interval [OF] Time in Seconds
[JE] Interrupter Timer ESD Override [OF] No Override
continued
63
Reset to Factory
Confirm?
Pressing opens a second menu
Confirm action?
[no] Cancels the requested action
(Default)
[yS] Confirms the requested action
PRESS THE KEY.
Page 70
10
Maintenance, Monitoring and Troubleshooting
64
10.1 Maintenance, Monitoring
and Troubleshooting
Every Rotork Fluid Systems actuator has
been fully tested before despatch to give
years of trouble-free operation providing
it is installed, sealed and commissioned
in accordance with the instructions given
in this publication.
The EH actuator’s unique doublesealed, non-intrusive enclosure provides
complete protection for the actuator
components. Covers should not be
removed for routine inspection as
this may be detrimental to the future
reliability of the actuator. The control
module contains no user serviceable
components. The oil reservoir cover
should not be removed as it contains
hydraulic oil.
All electrical power supplies to the
actuator must be isolated before any
maintenance or inspection is carried out.
Electrical supplies must be isolated
before actuator covers are removed.
If the motorised valve is rarely operated,
a routine operating schedule should
be set up, which may include partial
stroking the actuator at regular intervals.
Routine maintenance should include the
following on an annual basis:
• Checkactuatortovalvefixingbolts
for tightness.
• Ensurevalvestemsanddrivenutsare
clean and properly lubricated.
• Checktheactuatorenclosurefor
damage, loose or missing fasteners.
• Ensurethereisnotanexcessive
build up of dust or contaminant on
the actuator.
• Checkforanylossofhydraulicfluid.
This can be done by removing the
oil fill plug when the electrical power
is removed from the actuator. The oil
level should be within 50mm (2”)
of the filler breather. If it is necessary
to top up hydraulic fluid ensure that
the correct type of fluid is used. See
actuator name plate
• Iftheoillevelislow,visuallyinspect
the actuator and tighten any hydraulic
fittings that may be leaking.
• Checktheoperatingspeedsinboth
the open and closed directions
against the test certificate supplied
with the actuator.
• Fullyopentheactuatorandturnthe
local control knob to stop. Leave the
actuator for 30 minutes and check
that the actuator has not drifted off
the open limit.
Routine maintenance should include the
following:
• Thehydraulicoilshouldbe
replaced after 5 years if the actuator
is operating a modulating valve and
10 years if operating a isolating valve
(Refer to Weights and Measures,
Section 12, for the volume of oil
required).
• Theactuatorsealsshouldbereplaced
after 5 years if the actuator is
operating a modulating valve and
10 years if operating an isolating
valve.
Hydraulic Oil
Standard Applications:
32 cSt Mineral Oil
MobilDTE10Excel32
Unless specially ordered for extreme
climate conditions or other special
environments, Rotork Fluid Systems EH
actuators are despatched with hydraulic
systems filled with 32 cSt mineral oil.
This oil is suitable for actuators operating
in ambient temperatures from -20˚C to
40˚C. See order specific documentation
for special application.
Troubleshooting
See Fault Alarms in section 9.9 and
HelpScreensinsection11.
Page 71
10
Maintenance, Monitoring and Troubleshooting continued
10.2 Environmental
End user advice on disposal at end of life of the product
RubberSeals & O-ringsCover and shaft sealingYesNo16 01 99
Printed circuit boards
Wire
LS1 is tripped
Aluminium
Copper/Brass
Steel
Mixed Metals
Mineral
Food Grade
Silicone
All Products
All Products
HPU, motor and motor windings.
Standard actuator
Food industry applications
Low temp applications
Hazardous Recyclable EU Waste Code Disposal
Yes
Yes
NoYes16 01 20Use specialist recyclers
No
No
No
No
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
20 01 35
17 04 10
14 04 02
17 04 01
17 05 05
17 04 07
13 01 10
13 01 12
13 01 11
Use specialist recyclers
Use licensed recyclers
Will require special treatment before
disposal, use specialist recyclers or
waste disposal companies
May require special treatment before
disposal, use specialist waste disposal
companies
In all cases, check local authority regulations before disposal.
Page 72
11
Help Screens
Cr
Limit Flags
HP
H1
66
With the actuator powered up and
Local or Stop selected, nine Help
Screens can be accessed using the
Setting Tool. Refer to section 8.1 for
their location.
With Remote selected press the
m key
on the Setting Tool. The Help Screens
will be displayed.
Each screen uses bars to indicate
the status of a particular control or
indication function. Each bar reacts to
changes in the status of its actuator
function by turning ‘‘on’’ or ‘‘off’’.
For troubleshooting, access the
following Help Screens and refer to text:
H1 – Actuator limit status indicators.
H2 – Local control indicators.
H3 – Remote signal indicators.
H4 – Digital feedback indicators.
H5 – Timer, fault and monitor relay
1.1 This document outlines
procedures for pre-charging the
accumulator, verifying pre-charge
pressure and removal of the
accumulator.
A charging assembly as shown below
is required. The necessary components
are readily available from industrial
suppliers or the assembly is available
for purchase from Rotork Fluid Systems.
Request Rotork part number 90-183
(hose not included).
An inert gas, such as nitrogen, will also
be required for pre-charging.
ItemDescription
1Pressure Gauge
2Gas Chuck/T Handle
3Bleed Valve
4Gas Valve
5*Swivel Connector
6*Hose
7Adaptor
* Required only for pre-charging, not
verification or accumulator removal.
2
1
54
7
3
6
2.0
Accumulator
Pre-Charging
2.1 Remove the gas valve cap.
2.2 On the charging assembly, turn
the chuck (2) “T” handle fully anticlockwise and attach the chuck to the
accumulator.
2.3 Ensure the bleed valve (3) is
tightly closed.
2.4 Attach the Swivel Connector (5)
to the charging assembly gas valve (4)
and tighten to 1-2 Nm / 10-15 in lbs.
2.5 Turn the “T” handle (2) fully
clockwise. This action will open the
valve.
2.6 Open the nitrogen bottle valve
and SLOWLY fill the accumulator. Shut
off the nitrogen supply when the
gauge indicates 110% of the desired
pre-charge level.
2.7 Let the pre- charge sit for 10 to 15
minutes to allow the gas temperature
to stabilize. Slowly open bleed valve (3)
until the desired pressure is reached.
Tightly close bleed valve (3).
2.8 When finished pre-charging, turn
the “T” handle (2) fully anti-clockwise,
then open bleed valve (3) to release
residual gas.
2.9 Use a wrench to prevent the
gas valve assembly from rotating and
remove the charging assembly from the
accumulator.
2.10 Re-install valve cap.
3.0
Pre-charge
Verification
3.1 Use the appropriate valve in the
hydraulic system to discharge oil from
the accumulator.
3.2 Remove the protective cover
and the secondary seal from the
accumulator.
3.3 Turn “T” handle (2) fully anticlockwise. Attach the charging
assembly by screwing the gas chuck
to the valve stem of the accumulator.
Tighten to 1-2 Nm / 10-15 in lbs.
3.4 Close bleed valve (3).
3.5 Turn “T” handle (2) clockwise to
release the accumulator pre-charge to
the gauge for pressure verification.
3.6 When finished checking the precharge, turn “T” handle (2) fully anticlockwise, then open bleed valve (3).
3.7 Use a wrench to prevent the
gas valve assembly from rotating and
remove the charging assembly from the
accumulator.
3.8 Replace the gas valve cap.
Page 82
Appendix A – Accumulator Pre-charge & Removal
4.0
Accumulator
Removal
4.1 Attach the charging assembly and
follow steps 3.2 through 3.5.
4.2 Open bleed valve (3) until all
gas pre-charge is released from the
accumulator.
4.3 Remove the charging assembly.
The accumulator can now be safely
removed from the system.
76
continued
Page 83
Rotork Sales and Service
If your Rotork Fluid Systems actuator
has been correctly installed and sealed,
it will give years of trouble-free service.
Should you require technical assistance
or spares, Rotork guarantees the best
service in the world. Contact your local
Rotork representative or the factory
direct at the address on the nameplate,
quoting the actuator type and serial
number.
A full list of our worldwide sales and
service network is available on our
website at www.rotork.com