This manual contains important safety
information. Please ensure it is thoroughly
read and understood before installing,
operating or maintaining the equipment.
PUB002-004-00
Date of issue 01/11
Page 2
The Rotork Setting Tool allows actuator control, indication and
protection functions to be configured to suit site requirements.
In addition, the new Setting Tool Pro also allows downloading
of datalogger and uploading/downloading of configuration
files. Files are transferred to and from the Setting Tool Pro via
Rotork Insight.
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.
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.
Operation of part-turn and slow speed multi-turn valves.
Battery failsafe.
It provides instruction on:
* Manual and electrical (local and remote) operation.
* Preparation and installation of the actuator onto the
valve.
* Commissioning and adjustment of the
Primary Settings for correct valve operation.
* Commissioning and adjustment of the Secondary
Settings to suit site-specific control and indication
requirements.
* Maintenance – Troubleshooting.
* Sales and Service.
Refer to Publication E185E for repair, overhaul and
spare part instructions.
THE ROTORK IQT RANGE – THE FIRST 1/4 TURN VALVE ACTUATOR
THAT YOU CAN COMMISSION AND INTERROGATE WITHOUT
REMOVING ELECTRICAL COVERS.
Using the supplied infra-red Setting Tool to access the actuator set up
procedures, “point and shoot” setting of torque levels, position limits and
all other control and indication functions can be made safely, quickly and
conveniently, even in hazardous locations. The IQT allows commissioning
and adjustment to be carried out with the main power supply to the
actuator switched on or off.
Standard diagnostics access information about the control system, valve
and actuator status in the form of display icons and help screens.
Instantaneous valve torque 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 torque data
enabling informed maintenance choices to be made. IQ Insight software
for PC allows the Datalogger to be interrogated, as well as the complete
actuator set up to be configured and recorded.
The actuator containing the Setting Tool will be identified with a yellow
label on the terminal cover.
Visit our web site at www.rotork.com for more information on the IQT and
other Rotork actuator ranges.
Page 4
IQelecCvr
Identifying Actuator Parts
III
Conduit entries
Terminal Cover
Base
Stop Bolts
Motor cover
Control Cover
Name plate
Display window
Hand / Auto
IQelecCvr
lever
Local / Remote / Stop
selector
Open / Close selector
Battery sealing plug
Metal (8mm Allen key required)
Plastic (10mm Allen key required)
as appropriate.
Hand wheel
Page 5
CONTENTS
1
Page
1 Health and Safety2
2 Storage
3 Operating your IQT Actuator
3.1 Operating by Hand 3
3.2 Operating Electrically 3
3.3 Display – Local Indication 4
3.4 Display Status Indication – Travel 5
3.5 Display Status Indication – Control 5
3.6 Display Alarm Indication 5
3
3
4 Preparing Drive Bush7
4.1 Bases F05 to F07 7
and FA05 to FA07
4.2 Bases F10 to F14 7
and FA10 to FA14
4.3 Machining the Drive Bush 7
4.4 Fitting the Drive Bush 7
5 Mounting the Actuator8
5.1 IQT Actuators 8
5.2 IQTM Actuators 8
5.3 IQTF Actuators 8
5.4 Lifting the Actuator 8
5.5 Securing Actuator to Valve 8
5.6 Stop Bolts 9
Page
6 Cable Connections10
6.1 Earth/Ground Connections 10
6.2 Removing Terminal Cover 10
6.3 Cable Entry 10
6.4 Connecting to Terminals 10
6.5 Replacing Terminal Cover 10
7 Commissioning11
7.1 The Setting Procedure 11
7.2 The Rotork Setting Tools 12
7.3 Entering the Actuator 15
Setting Procedure
7.4 Setting Mode – Password 15
7.5 New Password 15
7.6 Checking Mode 15
7.7 Crossroad 16
7.8 The Actuator Display – 16
Setting/Checking Mode
Binary, Hexadecimal and Decimal
Conversion Table 81
13 IQT Approvals82
Approved Fuses 83
Maximum Flamepath Gaps 83
Appendix A84
Page 6
1
Health and Safety
2
This manual is produced to enable a
competent user to install, operate,
adjust and inspect Rotork IQT
range valve actuators. 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 any 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 IQT range of actuators with other
equipment. Should further information
and guidance relating to the safe use
of the Rotork IQT 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
®
is applicable.
Code
The mechanical installation should be
carried out as outlined in this manual
and also in accordance with relevant
standards such as British Standard
Codes of Practice. If the actuator has
nameplates indicating that it is suitable
for installation in hazardous areas then
the actuator may be installed in Zone
1, Zone 21, Zone 2 and Zone 22 (or Div
1 or Div 2, class I or Class II) 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 nonhazardous area for repair or attention.
WARNING: Thermostat Bypass
If the actuator is configured to bypass
the motor thermostat then the hazardous
area certification will be invalidated.
Additional electrical hazards may occur
when using this configuration.
user should ensure that any necessary
additional safety measures are considered.
The
WARNING: Enclosure Materials
IQT actuators are manufactured from
aluminium alloy with stainless steel.
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.
WARNING: Operating by Han
With respect to handwheel operation of
Rotork electric actuators, see warning
on p3.
This actuator must only be
located in areas where the risk of
d
impact to the viewing window
is low.
Actuator may start and
operate when remote control is
selected, depending on remote
control signal status and actuator
configuration.
Page 7
2
Storage
If your actuator cannot be installed
immediately store it in a dry place until
you are ready to connect incoming
cables.
If the actuator has to be installed but
cannot be cabled it is recommended
that the plastic transit cable entry plugs
are replaced with metal plugs which are
sealed with PTFE tape.
The Rotork double-sealed construction
will preserve internal electrical
components perfectly if left
undisturbed.
It is not necessary to remove any
electrical compartment covers in order
to commission the IQT actuator.
Rotork cannot accept responsibility for
deterioration caused on-site once the
covers are removed.
Every Rotork actuator has been fully
tested before leaving the factory to
give years of trouble free operation,
providing it is correctly commissioned,
installed and sealed.
3
Operating your
IQT Actuator
3.1 Operating by Hand
WARNING
With respect to handwheel
operation of Rotork electric
actuators, under no circumstances
should any additional lever
device such as a wheel-key
or wrench be applied to the
handwheel in order to develop
more force when closing or
opening the valve as this may
cause damage to the valve and/or
actuator or may cause the valve
to become stuck in the seated/
backseated position.
Fig. 3
To engage handwheel drive, turn
the Hand/Auto lever clockwise whilst
turning the handwheel, see Fig 3. The
lever can now be released upon which
it will return to its original position. The
handwheel will remain engaged until
the actuator is operated electrically
when it will automatically disengage
and return to motor drive. If required
the Hand/Auto lever can be locked in
either position using a padlock with a
6.5mm hasp.
3.2 Operating Electrically
Check that power supply voltage agrees
with that stamped on the actuator
nameplate. Switch on power supply. It
is not necessary to check phase rotation.
Do not operate the actuator
electrically without first checking,
using the infra-red Setting Tool,
that at least the Primary Settings
have been made
8 page 17).
(refer to Section
Selecting Local/Stop/Remote
Operation
The red 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.
Fig. 3.1
Local Control
With the red selector positioned at
Local (anti-clockwise) the adjacent black
knob can be turned to select Open or
Close. To Stop, turn red knob clockwise.
Remote Control
Rotate the red selector to the Remote
position (clockwise), this gives remote
control only for Open and Close but
local Stop can still be used by turning
the red knob anti-clockwise.
3
Page 8
4
3.3 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. Infra Red LED's.
4. 1 x Bi colour LED, 1 x Amber colour
LED for position indication.
5. Alarm Icon - This will be displayed
for Valve, Control, and Actuator alarms.
Alarm indication is supported by fault
description text in the lower display.
6. Battery Alarm Icon - This icon will be
displayed when a battery is detected as
low or flat. "Battery low" or "flat" will
also be displayed in the lower display.
7. IR Icon - This icon flashes during infra
red communication activity.
8. Percentage Open Icon - This icon will
be displayed when a percentage Open
value is in the upper display.
The liquid crystal display screen has 2
modes of position indication:
1. Valve position – power on
2. Valve position – power off
On power up the actuator’s liquid
crystal display screen is back-lit with an
amber light and one of the indicator
lamps 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, red lamp signifies valve
open, amber intermediate, and green
lamp signifies valve closed. Open and
closed colour functions can be reversed
on request.
Open
The two tri-colour LED's will be Red,
the open symbol and "Open Limit" will
be displayed
Open Limit
Fig. 3.3
Mid Travel
The two tri-colour LED's will be Amber,
percentage open value will be shown
and "Stopped" will be displayed when
there is no actuator movement.
Stopped
Fig. 3.4
Closed
The two tri-colour LED's will be Green,
closed symbol and "Closed Limit" will
be displayed.
Closed Limit
Fig. 3.5
With the main power supply switched
off, the display screen is powered by
a battery and continues to display
actuator position. However, the battery
does not support screen back-lighting,
position indicator lamps or dot matrix
display.
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. The Mid Travel amber
LED can be switched off if required.
Refer to Section 9.16, page 58.
Page 9
5
3.4 Display Status Indication
– Travel
The IQT 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 Li mit
.
Closed Li mit
Fig. 3.6
Available travel status conditions displayed:
•
Closed Li mit
set closed limit position.
Open Limi t
•
set open limit position.
Moving Op en
•
the open direction.
Moving Cl osed
•
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
Tim er Acti ve
•
enabled only. Interrupter Timer has
stopped the actuator mid travel for a
period equal to the set Timer Off
time. Refer to 9.13 page 55.
3.5 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 Co ntrol
.
Closed Li mit
Remote Co ntrol
Fig. 3.7
Available control status conditions displayed:
•
Local Con trol
red selector.
•
Local Sto p
selector.
Local control selected -
Local stop selected – red
•
Remote Co ntrol
selected – red selector.
•
Local Clo se
– black selector.
•
Local Ope n
– black selector.
•
Remote Cl ose
or analogue) signal applied.
•
Remote Op en
or analogue) signal applied.
•
Remote ES D
emergency shut down signal applied.
•
Remote Bu s Op en
signal applied.
•
Remote Bu s Cl ose
applied.
•
Remote Bu s ES D
emergency shut down signal applied.
* Bus Control option fitted may be
Pakscan, Profibus, Modbus,
DeviceNet or Foundation Fieldbus.
Refer to actuator wiring diagram.
Remote control
Local close signal applied
Local open signal applied
Remote close
Remote open
Remote hardwired
Remote Bus * open
Remote Bus* signal
Remote Bus*
(hardwired
(hardwired
3.6 Display Alarm Indication
The IQT display provides alarm indication
in the form of text and alarm icons.
There are 2 alarm icons:
General Alarm:
Battery Alarm:
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
TORQUE TRIP CL
.
Stopped
TORQU E TRIP CL
Fig. 3.8
Page 10
6
Available alarm conditions displayed:
Valve Alarms
TORQUE TRIP CL
•
while moving in the close direction.
TORQUE TRIP OP
•
while moving in the open direction.
MOTOR STAL LED
•
detected after a signal to move.
Control Alarms
ESD A CTIVE
•
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 9.3 ESD Action page 32.
INTERLOCK AC TIVE
•
interlocks are configured on and are
active. Refer to 9.3 Interlock page 34.
Operation in the direction of an
active interlock(s) is inhibited.
Note that when conditional control is
configured, an active interlock will
not inhibit local control operation.
tripped off on torque
tripped off on torque
no movement
ESD signal applied. When
Open and/or close
Actuator Alarms
•
THERMOSTAT T RIP
thermostat has tripped due to
extended motor operation.
Operation is inhibited until the
thermostat resets automatically
when the motor control cools.
Check actuator duty cycle against
process requirements (running time,
torque, ambient temperature).
•
PHASE LOS T
The phase supply the actuator
connected to terminal 3 is lost.
Operation is inhibited.
•
24V LOST
supply (terminals 4 & 5) has tripped.
Check remote control wiring. Supply
is protected with a resettable fuse.
•
LOCAL CON TROL FAIL
of control selectors (black and red).
•
CONFIG ER ROR
in the configuration (set up) of the
actuator. Check and reset basic
setting and check configuration
settings.
•
POS SENSO R FAIL
the position sensing system – contact
Rotork.
Motor control
(3-phase models only).
The 24 volt customer
Check operation
There may be an error
Detected failure in
•
TORQ SENS OR FAIL
in the torque sensing system
– contact Rotork.
EEPROM MI SSING
•
Battery Alarm
Detected failure
Contact Rotork
Open Limit
BATTERY LOW
Fig. 3.7
The actuator checks the battery level
at approximately 1 hour intervals. The
battery alarm icon is displayed when
the actuator detects its battery as being
low and the display will indicate
LOW
.
If the battery is flat or missing the
display will indicate
BATTERY FLAT
BATTERY
.
When a low or flat battery
alarm is displayed the battery
should be replaced immediately. It
is essential that the correct battery
type is fitted to maintain actuator
certification. Refer to page 67.
After replacing a battery the
alarm icon will continue to be
displayed until the next check and
may take up to 1 hour. Cycling the
power will force a battery check
and clear the alarm.
PWR LOSS INHI BIT
If, on power up, the actuator detects
a discharged battery and actuator
power loss inhibit feature [OS] is
enabled (refer to page 57), both
battery and general alarm icons will
be displayed and the bottom line will
indicate alternately
BATTERY FLAT
inhibited. The battery must be replaced
and the limits must be reset. Refer to
Section 11, page 67 and Section 8,
page 17.
PWR LOSS INHI BIT
. Electrical operation will be
and
Page 11
4
Preparing Drive Bush
7
4.1 Bases F05 to F07
and FA05 to FA07
The base adaptor must be removed to
give access to the drive bush. Remove
the four capscrews and base adaptor as
shown in figure 4.
Fig. 4
Clear access to the drive bush is now
available as shown in figure 4. Using
the a 3mm allen key, unscrew the two
capscrews retaining the drive bush
and remove the drive bush from the
actuator.
Fig. 4.1
4.2 Bases F10 to F14
and FA10 to FA14
Removal of the drive bush does not
require the removal of the actuator
base. Using a 3mm allen key, unscrew
the two capscrews retaining the drive
bush.
Capscrews can be used to remove the
drive bush by screwing into the drive
bush as shown in figure 4.2.
Fig. 4.2
The range of IQT drive bushes is shown
in figure 4.3. Please refer to PUB002001 for maximum stem acceptance
details.
Fig. 4.3
4.3 Machining the Drive Bush
Once removed, the drive bush can
be machined to suit the valve stem.
Ensure machined position allows correct
orientation of actuator-to valve flange
and correct direction to close the valve.
4.4 Fitting the Drive Bush
Note: The drive bush can be fitted in
four possible positions, 90º apart. Fit
the drive bush into the centre column
ensuring that the stem orientation,
actuator position and direction
of operation are correct for valve
operation. Secure the drive bush with
the capscrews. For F05, FA05, F07 and
FA07 bases, refit the base adaptor and
secure with the four capscrews.
Page 12
5
Mounting the Actuator
8
5.1 IQT Actuators
The IQT range of actuators are suitable
for part turn applications requiring up
to 60 starts per hour.
5.2 IQTM Actuators
The IQTM range of actuators are
suitable for modulating control
duty of up to 1200 starts per hour
in accordance with IEC 34-1 to S4
50%. Commissioning of IQTM range
actuators is identical to the standard
IQT (refer to Sections 7, 8 and 9).
5.3 IQTF Actuators
The IQTF range of actuators are suitable
for part-turn and multi-turn, non-thrust
applications requiring low speed and
low operating turns. Commissioning
of IQTF range actuators is similar to
the standard IQT (refer to Sections 7,
8 and 9).
5.4 Lifting the Actuator
(Refer to Weights and Measures page
80 for actuator weight.)
Ensure the valve is secure before fitting
the actuator, as the combination may
be top heavy and therefore unstable.
If it is necessary to lift the actuator
using mechanical lifting equipment
certified slings should be attached
as indicated in Figure 5. At all times
trained and experienced personnel
should ensure safe lifting, particularly
when mounting actuators.
WARNING:
Do not lift the actuator by the
handwheel.
A suitable mounting flange conforming
to ISO 5210 or USA Standard MSS
SP101 must be fitted to the valve.
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.
Fig. 5
WARNING:
The actuator should be fully
supported until full valve stem
engagement is achieved and the
actuator is secured to the valve
flange.
Fig. 5.1
5.5 Securing Actuator to Valve
Before engagement ensure that the
actuator and valve are in the same
position (i.e. closed) and the drive bushmachining matches the stem position.
Actuator position can be determined
using the display (refer to section 3.3
page 4) and if necessary can be moved
using the handwheel (refer to section
3.1 page 3). It may be necessary to
adjust the stop bolts to enable sufficient
travel. Refer to section 5.6 page 9.
Page 13
9
Secure actuator to valve with four
fixing bolts. Check that the cast groove
in actuator base is not obstructed see
Fig 5.1. Its purpose is to protect the
actuator in the event of a product leak
from the valve stem/gland packing.
Check base fixing bolts are tight.
5.6 Stop Bolts
It is recommended that stop bolt
adjustment be carried out by the
valvemaker/supplier before the valve
is fitted into pipework. Once installed,
the valve maker/supplier should
be consulted before stop bolt readjustment is carried out. Stop bolts
can be wired to prevent tampering.
After setting or adjustment of stop
bolts the actuator limits must be reset,
refer to Limits LC, LO page 24.
The IQT stop bolts are located below
the terminal compartment. Stop bolt
adjustment allows +/– 5º variation of
travel at each end position. Screwing
bolts in reduces movement, out
increases movement. For clockwise
closing valves the right hand bolt is the
closed stop as shown with spanner in
fig 5.2. The left is the open stop. Stop
bolts are factory set to give a nominal
90º travel.
Fig. 5.2
Stop Bolt sizes.
IQT 125 to 500: M12 bolt requiring
19mm AF spanner.
IQT1000 & 2000: M20 bolt requiring
30mm AF spanner.
Adjustment for non seating
valves types
For closed and open stop position
adjustment:
Undo stop bolt lock-nut. Move actuator
and valve to the required stopping
position (it may be necessary to
unscrew stop bolt to allow more travel).
Screw stop bolt in until a stop is felt.
Tighten stop bolt lock nut.
Adjustment for seating valves
types
For closed and open stop position
adjustment:
Undo stop bolt lock-nut. Move
actuator and valve to the required
seating position of the valve (it may be
necessary to unscrew stop bolt to allow
more travel). Screw stop bolt in until
a stop is felt and then back off by 3
turns. Tighten stop bolt lock-nut.
Reset actuator limits
Refer to Limits LC, LO page 24.
Page 14
6
Cable Connections
10
WARNING:
Ensure all power supplies
are isolated before removing
actuator covers.
Check that the supply voltage agrees
with that stamped on actuator
nameplate.
A switch or circuit breaker must be
included in the wiring installation of
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 overcurrent protection
devices rated in accordance with
Rotork publication No. E135E Electric
motor performance data for IQT range
actuators.
WARNING:
Actuators for use on phase to
phase voltages greater than 600V
A.C.must not be used on supply
systems such as floating, or earthphase systems, where phase to
earth voltages in excess of 600V
A.C. could exist.
6.1 Earth/Ground Connections
A lug with a 6mm diameter hole is
cast adjacent to the conduit entries for
attachment of an external protective
earthing strap by a nut and bolt. An
internal earth terminal is also provided,
however it must not be used alone as
the protective Earth Connection.
6.2 Removing Terminal Cover
Using a 6mm Allen 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.
Actuators containing a Setting Tool
fitted to the inside of the terminal
compartment cover are identified with
a self-adhesive yellow label on the
outside of the terminal compartment
cover.
The wiring code card fixed in the cover
is particular to each actuator and must
not be interchanged with any other
actuator. If in doubt check the serial
number on the code card with that of
the actuator.
Fig. 6
A plastic bag in the terminal
compartment contains: Terminal screws
and washers, spare cover “O” ring
seal,wiring diagram and instruction
book.
6.3 Cable Entry
Only appropriate certified ExplosionProof entry reducers, glands or conduit
may be used in hazardous locations.
Remove 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.
The cable entries on the actuator
terminal housing are tapped M25
x 1.5p.
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 power terminal screen.
Begin by connecting these cables and
replace 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.
Page 15
7
Commissioning
11
7.1 The Setting Procedure
The Rotork IQT range of actuators is the
first that enables commissioning to be
carried out without removing covers.
Setting torque, limit and other functions
is achieved by using the Infra-Red
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.
Commissioning may be carried out with
main power switched on or off. Refer
to page 17 for Power Off Setting.
The setting procedure is divided into
two stages:
1. Basic Settings
Settings for end of travel limit
actions, torque values, limit
positions etc.
2. Configuration Settings
Settings covering the control,
indication and optional
equipment functions.
NOTE: For IQT Battery Failsafe
instructions, see Section 10 page 62.
WARNING:
All IQT actuator functions are
configured before dispatch to
Rotork 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
(refer to Section 9.18 page 59).
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.
Torque and Position
PasswordP?
Crossroad cr
Basic Settings Configuration Settings
Direction Indication Contacts
Limit Actions Control Mode
Torque Values Options
Limit Positions Help Screens
Defaults
Note: The Basic Settings must be commissioned first.
50
This may be an open or closed symbol
m
50
Refer to Section 11.
Torque
m
PC k Ir k tP
k
m
k
m
Page 16
7
Commissioning continued
12
7.2 The Setting Tool (old version)
Specification
Enclosure IP67
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.
* Pressing the two arrow keys together returns the actuator display to the position
indication mode
Infra-red local operation (when enabled)
Key Stop actuator
5.
Key Open actuator
6.
Key Close actuator
7.
8. Infra-red Transmitter Window
8
2
4
6
1
3
5
7
Fig. 7.1 The Setting Tool
Setting Tool Battery Replacement
Battery status can be checked by looking at the Infra-red 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.
In order to maintain hazardous area certification fit only Duracell
MN1604 or Rayovac Alkaline Maximum NoAL-9V battery types. 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 infra-red pulses and must therefore be directly in front of the
actuator indicator window and at a distance no greater than 0.75m.
Page 17
13
13
7.2 The Setting Tool Pro (new version)
Specification
Enclosure IP54
This Setting Tool Pro has been built in accordance with the following standards:
USA - Hazardous Area.
Factory Mutual - Explosion Proof to NEC Article 500.
Intrinsically Safe, Class 1, Div 1, Groups A, B, C & D, T4.
Canada - Hazardous Area.
Temperature Tamb = -30ºC to 50ºC
Power supply 2x 1.5V Batteries (supplied and fitted)
Operating range 0.75m (from actuator display window)
Name Instruction
1. m Key* Display next function down
i Key Display previous function up
2.
Key* Display next function across
3.
k
o
Key Display previous function across
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 mode
7.
m
Key Enter displayed value or option setting
8.
* Pressing these two arrow keys together returns the actuator display to the
position indication mode
CSA - Exia Intrinsically Safe, Class 1, Div 1, Groups A, B, C & D, T4.
2
12
8
4
5
1
11
Fig. 7.2 The Setting Tool Pro
Infra-red local operation (when enabled)
Key Stop actuator
9.
Key Open actuator
10.
Key Close actuator
11.
12. Infra-red Transmitter Window
3
6
7
10
Page 18
7
Commissioning continued
14
14
Download / Upload Function
This new feature has been introduced
with the new Rotork 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. For more information
refer to Section 11.1, page 70.
Setting Tool Pro Battery
Replacement
Battery status can be checked by looking
at the Infra-red transmitter window
while depressing any Setting Tool Pro
button except the download 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 cap head
screws in the back of the Setting
Tool Pro. Remove the back cover to
expose the battery.
In order to maintain hazardous
area certification the actuator
Setting Tool Pro shall only be
fitted with the following AA size,
alkaline-manganese, 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. For
battery replacement see Section 7.
Refit cover ensuring red indicator LED
faces the transmitter window in the
back cover.
The enclosure of the actuator Setting
Tool Pro is manufactured from the
materials:
If the actuator Setting Tool Pro is likely
to come into contact with aggressive
substances (e.g. solvents that may
affect polymetric materials), then it is
the responsibility of the user to take
suitable 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 the actuator Setting Tool Pro.
When a button is depressed the
Setting Tool Pro transmits the relevant
instruction to the actuator by infra-red
pulses and must therefore be directly in
front of the actuator indicator window
and at a distance no greater than
0.75m.
Display Set-Up Mode
The Setting Tool and Setting Tool Pro
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 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
are shown to the right. Note that a
setting option or value is highlighted.
This instruction manual uses both code
and text for description.
, [C2] and
Open Torq ue
, [tO]
Function
Code
Function
Function
Code
Function
Close Action
Close on Torque
Open Torque
40%
Setting
Code
Setting
Option
Setting
Value
Setting
Value
Page 19
15
15
7.3 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
The actuator upper display will remain
the same and the lower display will
change to Torque value. This will be
represented by Torque = XX% and a
bar graph. (For instantaneous torque
& position monitoring, refer to Section
11, page 68.)
PRESS THE m
The actuator display will change and
the password protection display will be
seen.
The Actuator Function Settings
can be protected by the Use
KEY.
KEY.
Enter Pa ssw ord
ID Hex
of a Password
7.4 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.
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.
keys to scroll through the
.
Enter Pa ssw ord
Password Co rrect
Default Password,
Setting Mode Enabled
7.5 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
+
or - key scroll through the available
passwords until the desired password is
displayed.
k
KEY.
PRESS THE KEY.
Change P ass word
IE Hex
Password Changed to [IE]
NOTE: The new password becomes
effective the next time setting mode is
entered.
7.6 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 Pa ssw ord
ID Hex
Password Display, Checking Mode
Once the procedure has been completed
in the required mode
PRESS THE m
The procedure branch [Cr] (crossroad)
display
can now be seen (refer to Section
7.7 page 16).
KEY.
Page 20
7
Commissioning continued
16
7.7 Crossroad [Cr]
Basic Se tup
Config S etu p
To access the Basic Settings press
the arrow
Commissioning Basic Settings page 17).
To access the Configuration Settings
press thearrow
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.
The actuator display indicator lamps will
continue to indicate valve position but
will also flash during IR communication.
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.
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.
Close Torque
40%
tC = Torque Close
TOP RIGHT
PORTION
Function Setting
e.g. Value = 40%
+
key.
Stored
"
LOWER DISPLAY
Setting Value: 40%
Typical Actuator Function Display
Setting Mode Enabled
Function: Close Torque
7.9 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. Select Remote control using the
red Local/Stop/Remote selector.
5. If you have the new Setting Tool
Pro then you can use the
key to return to position display.
m
m
and
arrow keys
k
arrow key until the
iarrow
Page 21
8
Commissioning –
Basic Settings
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 7.4 page 15).
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 (refer to page 18).The
right-hand side of Fig.8.1 explains the
function of each LCD display.
k
key,
Power Off Setting
IQT allows settings to be viewed and
set without main power. To enable this
function, engage handwheel drive and
rotate until the output drive moves
(refer to page 3). The Setting Tool can
now be used. As long as a Setting
Tool key press takes place within the
30 seconds timeout period, Power
Off Setting will remain enabled. If no
infra-red Setting Tool communication
takes place the display will return to
indicating position. The actuator must
then be operated by handwheel to
re-enable Power Off Setting.
Settings and operation must
be verified by electric operation
and function test of the actuator
to ensure correct operation.
17
Page 22
Viewing the Basic Settings
Function Description
50
m
50
Torque and Position Display
Torque
m
P? k PC k Ir k tPPassword k Password Change k IrDA k Torque Reference Profile
m
Cr k ConfigurationCrossroad k Configuration Settings, refer to page 32.
C1
C2 k C3Direction to Closek Close Action k Open Action
k
m
tC k tOTorque Value Closingk Torque Value Opening
m
LC k LOLimit Closed k Limit Open
m
50
Position Display
Fig. 8.1 Basic Setting Displays
Position Display
(This may be an open or closed symbol or a % open value.)
m
m
m
m
m
m
REFER TO SECTION 7, COMMISSIONING
BASIC SETTINGS CONTENTS
page
C1 Direction to Close 19
C2 Close Action 20
C3 Open Action 21
tC Torque Value Closing 22
tO Torque Value Opening 23
LC Set Limit Closed 24
LO Set Limit Open 24
AA Speed Setting 25
18
Page 23
C1
Direction to Close
19
The actuator can be configured to be
clockwise or anti-clockwise to close.
Manually operate actuator and valve
to establish correct closing direction.
Conversion Handwheel direction labels
are available.
50
m
50
Torque
m
P? k PC k Ir k tP
m
cr
m
c1 k c2 k c3
m
tC k tO
m
LC k LO
m
50
Using the + or - key, display the
character conforming to correct closing
direction.
Close Di rec tion
Clockwis e
[C] in the Setting Field Indicating
Clockwise to Close
Close Di rec tion
Anticloc kwi se
[A] in the Setting Field Indicating
Anti-clockwise to Close
Having ensured that the display
corresponds to the established
closing direction
PRESS THE KEY.
The displayed option will flash (stored),
indicating that it has been set.
PRESS THE k KEY.
Page 24
C2
Close Action
20
IQT actuators are designed to stop at
the end of travel by torque limitation
against the actuator stop bolts. Stop
bolts should therefore be set to the
precise stopping position required, refer
to section 5.6.
IQTF actuators can be configured to
close on torque or limit. Refer to valve
manufacturers instructions.
Refer to valve manufacturer
for recommended setting.
50
m
50
Torque
m
P? k PC k Ir k tP
m
cr
m
c1 k c2 k c3
m
tC k tO
m
LC k LO
m
50
Using the + or - key, display the
required option.
Close Act ion
Close on Torque
[Ct] in the Setting Field Indicating
Close on Torque - default setting.
Close Act ion
Close on Li mit
[CL] in the Setting Field Indicating
Having selected the required option
Close on Limit.
PRESS THE KEY.
The displayed option will flash (stored),
indicating that it has been set.
PRESS THE k KEY.
NOTE:
When set to close on torque,
the actuator will apply the level of
torque as set for [tC] in seating the
valve (refer to[tC]page 22).
Page 25
C3
Open Action
21
IQT actuators are designed to stop at
the end of travel by torque limitation
against the actuator stop bolts. Stop
bolts should therefore be set to the
precise stopping position required, refer
to section 5.6.
IQTF actuators can be configured to
close on torque or limit. Refer to valve
manufacturers instructions.
Refer to valve manufacturer
for recommended setting. In the
absence of valvemaker instructions
set “Open Limit”.
50
m
50
Torque
m
P? k PC k Ir k tP
m
cr
m
c1 k c2 k c3
m
tC k tO
m
LC k LO
m
50
Using the + or - key display the
required option.
Open Acti on
Open on Torque
[Ot] in the Setting Field Indicates
Open on Torque - defualt setting.
Open Acti on
Open on Lim it
[OL] in the Setting Field Indicates
Open on Limit.
PRESS THE KEY.
The displayed option will flash (stored),
indicating that it has been set.
PRESS THE k KEY.
NOTE:
When set to open on torque,
the actuator will apply the level of
torque as set for [tO] in back seating
the valve (refer to [tO] page 23).
Page 26
tC
Close Torque
22
The value of torque available in the
close direction can be configured.
Refer to valve manufacturer
for recommended value.
The closing torque value can be varied
between 40% and Rated (100%), in
1% increments.
50
m
50
Torque
m
P? k PC k Ir k tP
m
cr
m
c1 k c2 k c3
m
tC k tO
m
LC k LO
m
50
Using the + and - keys, the display
recommended value. In the absence of
a recommended torque value, try a low
setting and increase until satisfactory
valve operation is achieved.
If the actuator fails to
complete a closed valve operation
due to the set torque being
reached (
this 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 specified operational limits
before increasing the Set Close
torque value.
Torq ue Trip CL
Alarm, page 5)
PRESS THE KEY.
The displayed value will flash (stored),
indicating that it has been set.
Should the set level of torque be
developed in closing, the actuator will
torque trip and stop.
PRESS THE k KEY.
NOTE: Rated torque is quoted on the
actuator nameplate.
Close Torque
40%
40% of Rated Torque
Close Torque
99%
99% of Rated Torque
Close Torque
100%
Rated Torque
Page 27
tO
Open Torque
23
The value of torque available in the
open direction can be configured.
Refer to valve manufacturer
for recommended value.
50
m
50
Torque
m
P? k PC k Ir k tP
m
cr
m
c1 k c2 k c3
m
tC k tO
m
LC k LO
m
50
The opening torque value can be
varied between 40% and Rated, in 1%
increments. In addition “Boost” can
be configured when no open torque
protection is required.
BOOST SHOULD NOT BE
SELECTED WHEN THE ACTUATOR
HAS BEEN CONFIGURED TO OPEN
ON TORQUE
UNLESS BACK SEATING AT RATED
TORQUE IS ACCEPTABLE.
Using the
recommended torque value.
In the absence of a recommended
torque value, try a low setting and
increase until satisfactory valve
operation is achieved.
(refer to [C3] page 21)
+
and - keys, display the
If the actuator fails to
complete a open valve operation
due to the set torque being
reached (
this 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 specified operational limits
before increasing the Set Open
torque value.
Torq ue Trip OP
Alarm, page 5)
NOTE: Rated torque is quoted on the
actuator nameplate. Boost torque is at
least 140% of Rated torque.
PRESS THE KEY.
The displayed value will flash (stored),
indicating that it has been set.
Should the set level of torque be
developed in opening, the actuator will
torque trip and stop.
PRESS THE m KEY.
Open Tor que
40%
40%
Open Tor que
99%
99%
Open Tor que
100%
Rated
Open Tor que
Boost
Boost
In checking mode, on pressing the
key after reviewing open torque setting,
the display will revert to valve position.
m
Page 28
LC
Set Limit Closed
LO
Set Limit Open
24
NOTE: It is possible to set the Open
Limit Position [LO] first.
50
m
50
Torque
m
P? k PC k Ir k tP
m
cr
m
c1 k c2 k c3
m
tC k tO
m
LC k LO
m
50
When in checking mode Set
NOTE:
Limit Closed [LC] does not appear.
With [LC] displayed
Set Clos e L imit
Move to Clo se
Limit Closed
Move valve manually to the closed
position. Allow for overrun by
winding actuator output open by
1
/2 to 1 turn.
PRESS THE KEY.
The two bars will flash (stored) and the
closed indicator lamp will illuminate,
indicating closed limit position has been
set.
PRESS THE k KEY.
To check closed limit position hand
wind valve open until the amber lamp
illuminates. Wind valve back closed
until the closed lamp illuminates.
50
m
50
Torque
m
P? k PC k Ir k tP
m
cr
m
c1 k c2 k c3
m
tC k tO
m
LC k LO
m
50
When in checking mode Set
NOTE:
Limit Open [LO] does not appear.
With [LO] displayed
Set Open Li mit
Move to Ope n
Limit Open
Move valve manually to the open
position. Allow for overrun by
winding actuator output closed by
1
/2 to 1 turn
.
PRESS THE KEY.
The two bars will flash (stored) and the
open indicator lamp will illuminate,
indicating open limit position has been
set.
PRESS THE m
The open symbol (refer to Fig. 3.3.
page 4) should now appear.
KEY.
Page 29
AA
Speed Setting
25
Positional Display
50
m
m
P? k
m
cr k
m
m
Primary
m
Functions
m
m
Control Mode
Configuration
m
Option Selection OE kOIkOd
FL
PA
AA kAb
IrDA
comms
Ir
PC
k
k
Contact S1
Contact S2
Contact S3
Contact S4
tP
Contact Function
r1
r2
r3
r4
ESD Action
A1
Extra Indication Remote
Contacts CPT
m
m
m
IQT Speed IQT Type
Setting Setting
IQT operating time can be adjusted between 25% and 100% of the maximum
time (50% and 100% for IQT2000). IQT are factory set at the maximum speed.
IQTM actuators are dispatched with the minimum speed set. To access speed
setting [AA] screen, bus system [OP] has to be set to [On], using the + and - key.
After this setting, proceed to screen [AA].
Control Source
IQT Sp eed
100%
With [AA] displayed
+
Use the
and - key to select the
required actuator operating time. The
settings are displayed in percentage of
maximum rated speed.
PRESS THE KEY.
The displayed value will flash, indicating
that it has been set.
All speed settings are adjustable in
percentage increments. Any value of %
outside of the range stated will not be
accepted into the actuator memory.
NOTE: Mains power has to be on
for speed setting to be carried out.
Page 30
Return to
Positional Display
50
m
50
Torque
m
P? k PC k Ir k tP
m
cr
m
c1 k c2 k c3
m
tC k tO
m
LC k LO
m
50
26
If the procedure has been followed as
described, the positional display will
indicate that the actuator is in the open
position.
Select Remote control momentarily,
using the red selector to exit setting
procedure and then select required
control: Local, Stop or Remote.
With the correct settings made electric
operation can now be carried out
safely.
Page 31
Fig. 9
Commissioning –
9
Configuration Functions
The Configuration Settings can be
configured to suit site control and
indication requirements. It is important
that Basic Settings such as limits and
torque switch settings are set before
work commences on commissioning
the Configuration Settings (refer to page 17).
The layout of the Configuration
Settings accessed with the Setting Tool
are detailed in Fig. 9.1. To successfully
commission the Configuration Settings,
information about the site or process
control system will be required.
The supplied actuator Wiring Diagram
details control and indication devices
fitted to the actuator along with
terminal connection detail and standard
remote control wiring systems.
27
Power Off Setting
IQT allows settings to be viewed and
set without mains power. To enable
this function, engage handwheel drive
and rotate until the output drive moves
by one turn (refer to page 3).The
Setting-Tool can now be used. As
long as a Setting Tool key press takes
place within the 30 seconds timeout
period, Power Off Setting will remain
enabled. If no infra-red Setting Tool
communication takes place the display
will return to indicating position. The
actuator must then be operated by
handwheel to re-enable Power Off
Setting.
Settings and operation must
be verified by electric operation
and function test of the actuator
to ensure correct operation.
For IQT Battery Failsafe
NOTE:
instructions, see Section 10 page 61.
Page 32
50
Positional Display
m
Torque
m
P? k
m
cr k
m
m
Primary
m
Functions
m
m
Control Mode
Configuration
Option Selection OE kOIkOdkOJkOrkOSkOHkOUkUL
m
Option Functions – If Analogue, Bus System or Interrupter Timer control options are fitted their appropriate set-up screens will be automatically inserted here.
m
Setting Setting
IrDA
comms
Ir
PC
k
k
Contact S1
Contact S2
Contact S3
Contact S4
Torque Reference
Profile
tP
Contact Function
ESD Action Contact Type Bypass Interlocks Local Stop Local Control Control
Extra Indication 4-20mA Remote Interrupter Setting Tool Power Loss Close Mid-Travel
Having established that the Basic
Settings have been correctly set, the
Configuration Settings can now be
configured to suit 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 wiring diagram will
indicate any options fitted.
Options Setting Tool Local Control
[Or] and Power Loss Inhibit [OS] are
standard features, their use being
optional.
Accessing the
9.1
Configuration Settings
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. 9.2.
If you have chosen to enter
Configuration Settings in the setting
mode the display will be as Fig. 9.3
(refer to Section 7).
Basi c S etup
Con fig Setu p
Fig. 9.2 Fig. 9.3
PRESS THE k KEY.
Basic Se tup
Config S etu p
29
m
Page 34
AA
9.2
Indication contacts S1 [r1], S2 [r2], S3
[r3] and S4 [r4] may each be set to trip
for any one of the following functions:
Closed Li mit
Open Limi t
Pos ition % Open
Motor Run ning
Closing
Opening
Moving
Hand Oper ation
Moving-Blinker
Val ve Alar m
Torq ue Trip Close
Torq ue Trip Open
Torq ue Trip
(any position)
Torq ue Trip Mid
Motor Sta lled
Stop Sele cted
Local Sel ected
Remote Se lected
Control Alar m
ESD A ctive
(direction)
(direction)
(travel)
[Ol]
[Cl]
[lL]
[AA]
[Ht]
[24]
[bA]
[rP]
[PA]
[PE]
The S contact form can be set normally
open [no] or normally closed [nc].
The procedures for setting up contacts
S2, S3 and S4 are the same as those
shown for S1.
Open Inte rlock Active
Close Int erlock Active
Interlock Ac tive
Actuator Ala rm
Thermostat Tripped
24V Power Failur e
Battery Low
Relay Parity
Par tia l St ro ke Act iv e
Par tia l St ro ke Erro r
Unless specified with order, the
default settings for indication
contacts are as follows:
S1 – [CL] Closed Limit [no]
S2 – [OP] Open Limit [no]
S3 – [CL] Closed Limit [nc]
S4 – [OP] Open Limit [nc]
r1
Contact S1 - Function
Using the + or - key display the desired
function.
30
PRESS THE KEY.
The displayed function will flash
indicating that it has been set.
S1 Fun ction
Close Li mit
Contact S1 Configured to Trip
at Valve Closed Limit
PRESS THE k KEY.
Page 35
AA
r1
Contact S1 - Value
This screen will only display if relay
function is set to [P0]
When the S contact function is set to
[P0], the required intermediate position
value must be set.
Pos ition Open
.
No other contact function requires
a value to be set.
The value can be set from 1% open to
99% open in 1% increments.
+
Using the
required value.
or - key, display the
PRESS THE KEY.
The displayed value will flash (stored)
indicating that it has been set.
S1 % Pos iti on
25%
Value Set to Indicate
25% Open
PRESS THE k KEY.
Contact S1
r1
Contact Form
Use the + or - keys to select between
[nO]
Closed
Normally Open
.
and [nC]
Normally
PRESS THE KEY.
The displayed option will flash (stored)
indicating that it has been set.
S1 Con tac t
Normally Op en
Contact S1 Configured as a
Normally Open Contact
NOTE: If function [PO]
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 access S2–S4
Pos ition Open
PRESS THE m KEY.
31
Page 36
AA
9.333AA
The Control Mode Configuration affects
how the actuator will respond under
conditions of emergency shut down,
local control, remote control interlocks,
and 2-wire remote control. Also
included is an unseating torque switch
bypass function. Unless specified with
order, the control mode configuration
will be set as shown for default
configuration on page 59.
If it is necessary to change the
configuration follow the instructions in
this section.
There are 10 configurable control
functions:
Code Function (as displayed)
[A1]
[A2] [A3] [A4] [A5] [A6] [A7] [A8] [A9] [At]
Control Mode
ESD Action
Configuration
ESD A ction
ESD Conta ct Typ e
ESD Overr ide Stat
ESD Overr ide Interlo cks
ESD Overr ide Local Sto p
Maintain Local Contr ol
2-wire Re mote Priori ty
Interlocks
Conditional Cont rol
Torq ue Switch Byp ass.
A1
An active ESD signal applied to the
actuator will override any existing or
applied local or remote control signal.
ESD can be configured to override the
motor thermostat, active interlocks or
local stop selection. Refer to A3, A4
and A5.
The default action under an active ESD
signal is to stay put [SP]
+
Press the
required ESD action:
[OF]
[CL]
[SP]
[OP]
PRESS THE KEY.
The displayed option will flash (stored)
indicating that it has been set.
or - key to select the
Off
on ESD
Close
on ESD
Stay Put
on ESD
Open
on ESD
ESD Actio n
Close
Stay Put
A2
ESD Contact Type
The default setting for ESD Contact
Type is [nO]
For actuators set to ESD [nO]
Open
to activate the ESD command. For ESD
[nC]
removed to activate the command.
.
Press the + or - key to choose the
contact type.
Normally Open
.
Normally
the ESD Signal must be applied
Normally Closed
the signal must be
PRESS THE KEY.
The displayed option (stored) will flash
indicating that it has been set.
ESD Cont act Typ e
Normally Op en
Actuator Responds to a Normally
Open ESD Contact (Signal Applied)
A3
ESD Override
Thermostat
The default setting for ESD Override
Thermostat is [OF]
The thermostats remain in circuit and
enabled during ESD.
The motor control thermostats can be
bypassed during ESD as a factory set,
hard-wired option only. Contact Rotork
for information.
Danger: Actuator hazardous
area certification is invalidated
No
during ESD.
while the thermostats are
bypassed.
[A3] should be set to reflect the factory
set configuration of thermostat bypass.
During an ESD event:
No
[A3] = [OF]
[A3] = [O
, thermostats enabled
n]
Yes
, thermostats bypassed
ESD Over rid e
Stat: N o
32
Page 37
A4
ESD Override
Interlocks
The default setting for ESD Override
Interlocks is [OF] No. ESD action will not
override an active interlock applied to
the actuator.
If an applied ESD signal is required to
override active interlocks causing the
ESD action as set for A1, press the
+
or - key. The display will change to
[On]
Yes
.
PRESS THE KEY.
The displayed option will flash (stored)
indicating that it has been set.
ESD Over rid e
Interloc ks: No
A5
The default setting for ESD Override
Local Stop is [OF]
override local stop when selected.
If an applied ESD signal is required to
override local stop causing the ESD
action as set for A1, press the + or
The display will change to [On]
ESD Override
Local Stop
No
. ESD will not
- key.
Yes
.
PRESS THE KEY.
The displayed option will flash (stored)
indicating that it has been set.
ESD Over rid e
Local St op: No
A6
Maintain
Local Control
The default setting for Local Actuator
Pushbutton control is self-maintained
[O
n]
Yes
.
If non-maintained actuator pushbutton
control is required (jogging, inching,
push to run), press the
display will change to [OF] No.
+
or - key. The
PRESS THE KEY.
The displayed option will flash (stored)
indicating that it has been set.
Maintain Lo cal
Control: Yes
A7
2-wire Remote
Priority
The default setting for 2-wire Remote
Priority is [SP]
closed remote control signal are applied
simultaneously the actuator will stay
put (stop if running). Refer to actuator
wiring diagram or PUB002-002.
Use the
required priority:
[OP]
[SP]
Stay Put
[CL]
Close
Stay Put
+
or - key to select the
Open
. If an open and
PRESS THE KEY.
The displayed option will flash (stored)
indicating that it has been set.
2-Wire R emo te
Priority : Stay
2-wire Control – Stay Put Priority
Page 38
AA
A8A8
Interlocks Partial Stroke
A9
Conditional Control
At
Torque Switch Bypass
34
Actuators are delivered with the
interlock facility disabled [OF]
Refer to the actuator wiring diagram
or PUB002-002 for interlock control
circuits.
To enable remote external interlocks
press the
The display will change to [O
+
or - key.
Disabled
n]
Enabled
PRESS THE KEY.
The displayed option will flash (stored)
indicating that it has been set.
Interloc ks
Disabled
Note: If interlocking is required in only
one direction, it will be necessary to
connect a link between the actuator
terminals associated with the other
direction. Refer to wiring diagram.
The actuator can be set to carry out a
partial stroke test using a signal applied
.
to the open interlock input to initiate
a partial stroke test. Refer to wiring
diagram.
The default for partial stroke/interlocks
is [OF]
Di sable d
.
.
To enable partial stroke testing press
+
or - key.
the
The display will change to [PS]
St rok e
.
PRESS THE KEY.
The displayed option will flash (stored)
indicating that it has been set.
Interloc ks
Partial Str oke
To access partial stroke test settings
PRESS THE m KEY.
Refer to Appendix A, page 84 for
instructions on partial stroke settings.
Par tia l
Where a high level of safety integrity
is required, Conditional Control can
be configured. In this mode two
discreet signals are required for remote
operation. Remote control will be
conditional on both a control signal
(open or close) and the appropriate
interlock signal being applied
simultaneously. Failure of either or a
spurious signal will not cause operation.
Interlocks [A8] must be set [O
Enabled
. Interlock signals are not
required for local operation.
The default setting for conditional
control is [OF]
conditional control press the + or - key.
The display will change to [On]
Disabled
n]
. To enable
Enabled
PRESS THE KEY.
The displayed option will flash (stored)
indicating that it has been set.
Conditio nal
Control: D isabl ed
The default setting for Torque Switch
Bypass is [OF]
are not bypassed during the unseating
movement.
To bypass the torque switches during
the unseating movement press the
or - key.
The display will change to [O
Off
, the torque switches
PRESS THE KEY.
The displayed option will flash (stored)
indicating that it has been set.
The torque switches will be bypassed
from closed limit to 5% open when
opening and from open limit to 95%
when closing. Bypassing the torque
.
switches makes torque in excess of
rated and up to actuator stall available
for unseating a ‘‘sticky’’ valve. Outside
these positions the torque setting will
revert to the values set for [tC]
Torq ue
, see page 22 and [tO]
Torq ue
, page 23.
Torqu e Switch
Bypass: Of f
n].
Open
Close
+
Page 39
AA
9.4
Extra indication contacts S5 [r5], S6
[r6], S7 [r7] and S8 [r8] are available as
an option.
Check actuator circuit diagram for
inclusion.
When the Extra Contact Option is
included the set-up procedure and
available contact functions for S5 – S8
are identical to S1–S4 (refer to Section
9.2 page 30).
Unless specified with order the default
setting for the extra indication contacts
will be as follows:
S5 [r5]
S6 [r6]
S7 [r7]
S8 [r8]
Option Extra
Indication Contacts
Close lim it
Open limi t
Torq ue trip mid
Remote se lected
NOTE: If the Extra Contact Option is
not included in the actuator build, any
settings made for S5–S8 will have no
effect on the indication output of the
actuator.
OE
The action of turning on the Extra
Contact Option makes an additional
series of set-up screens available
Press the
Contact Option set-up screens [On].
Display Extra Contact
Set-up Screens
Extra Co nta cts
Menu: O n
+
or - key to select the Extra
Extra Co nta cts
Menu: O ff
PRESS THE KEY.
The displayed option will flash (stored)
indicating that it has been set.
PRESS THE m KEY TO ACCESS S5
TO S8 SET-UP DISPLAYS.
The procedure for setting S5 to
S8 is the same as that for S1 to S4
(refer to Section 9.2 page 30).
35
Page 40
AA
9.5
Setting instructions for actuators
including a CPT providing 4-20mA
analogue position feedback.
The CPT is an optional extra. It may be
internally or externally powered.
Check wiring diagram for inclusion and
connection details.
With [HI] Displayed, the CPT operates
Close=4mA, Open=20mA
If
Close=20mA, Open=4mA
the + or - key to change to [LO].
PRESS THE KEY.
The displayed option will flash (stored)
indicating that the option has been set.
Option CPT [OI] –
4-20mA Indicator
Analog F eed back
CL=4ma OP= 20mA
is required, use
36
NOTE: If the actuator has options
Folomatic and CPT, redefining the
CPT, will require the Folomatic to be
recommissioned (refer to Section 9.6
Folomatic [OI] page 37).
Page 41
AA
9.6
Option Folomatic –
Analogue Control
Setting instructions for
actuators including a Folomatic
proportional controller for use in
analogue valve position control.
The Folomatic is an optional
control device. Check actuator
wiring diagram for inclusion.
Before setting the parameters for
Option Folomatic ensure Remote
Control Source [Od] has been
selected to [bo] in Section 9.7.
Folomatic set up screens will be
automatically displayed when the
option is fitted. Refer to actuator wiring
diagram.
This instruction lists the Folomatic
function displays in their sequence and
assumes that all Folomatic functions are
to be checked/set.
The actuator should be selected in Local
or Stop with the analogue input signal
connected to terminals 26 (+ve) and
27 (–ve) (refer to wiring diagram).
OI
Folomatic Feedback
Before commissioning of the Folomatic
functions can begin, the Folomatic
Feedback must be set to suit the
applied set point signal.
Analog F eed back
CL=4ma OP= 20mA
With [HI] displayed, a 20mA signal will
correspond to the valve opening.
If a high input signal is required to
correspond to valve closing use the
+
or - key to change to [LO]
CL=20mA
PRESS THE KEY.
The displayed option will flash (stored)
indicating that it has been set.
If setting [OI] is modified after
commissioning the Folomatic, it will
be necessary to recommission the
Folomatic.
Press the
Folomatic set-up display menus.
m key to access the
FI
Analogue
Signal Type
Using the
for current input signal or [ U]
for voltage input signal.
+
or - key select [ l]
Analog S ign al
Type : Cu rre nt
PRESS THE KEY.
The displayed option will flash (stored)
indicating that it has been set.
The signal type selected will determine
.
what is displayed on the input signal
range screen [Fr]
Press the
[Fr]
Analog Si gnal
Analog Si gnal
k key to display:
.
Current
Vol tage
.
37
Page 42
AA
Fr
Input
Signal Range
Using the + or - key select for required
signal within the range of 0–5mA or
volts, 0–10mA or volts or 0–20mA or
volts (i.e. 4–20mA).
current
If [FI] is set to
displayed. If [FI] is set to
ranges will be displayed.
0–20mA Range Selected
0-20V Range Selected
, mA ranges will be
Analog S ign al
Range: 4-2 0mA
Analog S ign al
Range: 0-2 0V
Vol tage
, voltage
PRESS THE KEY.
The displayed option will flash (stored)
indicating that it has been set.
Press the
[FL]
k key to display:
Low Set Poi nt Positi on
.
FL
Valve Position
LOW Set Point
APPLY MINIMUM
SET POINT SIGNAL
Using the + or - key select:
] [ ]
Closed
[
[00] to [99] = percentage open
[
to correspond with the LOW set point
signal.
= valve closed
]
Open
= valve open
Low Set Poi nt
Position : Close d
PRESS THE KEY.
The displayed value will flash (stored)
indicating that it has been set.
Press the
[FH]
k key to display:
High Set Point Pos ition
.
FH
Valve Position
HIGH Set Point
APPLY MAXIMUM
SET POINT SIGNAL
Using the + or - key select:
] [ ]
Closed
[
[00] to [99] = percentage open
[
to correspond with the HIGH set point
signal.
= valve closed
]
Open
= valve open
High Set Po int
Position : Open
PRESS THE KEY.
The displayed value will flash (stored)
indicating that it has been set.
Press the
[Fd]
k key to display:
Deadband
.
Fd
Deadband
Adjustment
If the actuator hunts or responds
unnecessarily to a fluctuating input
signal the deadband must be increased.
If more accurate control is required the
deadband may be decreased.
+
Use the
deadband width. Range 00–99
corresponds to 0–9.9% of setpoint
signal.
NOTE: Maximum deadband is 9.9%
of valve stroke. Normally, minimum
deadband should not be less than 1%.
or - key to select the
Deadband
1.2%
38
PRESS THE KEY.
The displayed value will flash (stored)
indicating that it has been set.
Press the
[Ft]
k key to display:
Motion In hibit Time
.
Page 43
AA
Ft
Motion Inhibit
Timer Adjustment
The motion inhibit timer introduces
a delay in the actuator response to
a rapidly fluctuating input signal,
preventing unnecessary movement.
Once the system stabilises the actuator
will respond to steady changes in the
input signal as necessary.
+
or - key to adjust motion inhibit
Use
time in seconds: range 0–99. Normally
it is recommended that motion inhibit
time should not be set to less than 5
seconds (refer to note on page 57).
Motion I nhi bit
Time: 05 seco nds
PRESS THE KEY.
The displayed value will flash (stored)
indicating that it has been set.
Press the
[FA]
k key to display:
Loss of Signa l
.
FA
Action On Loss of
Set Point Signal
+
Use
or - key to enable [On] or
disable [OF] action on loss of set point
signal.
n] –
Fai lsafe
[O
[OF] –
as determined by [FF].
Go to Low SP
Loss of Sig nal
Failsafe
PRESS THE KEY.
The displayed option will flash (stored)
indicating that it has been set.
NOTE: Failsafe action “ON” will be
effective only for systems using an
offset or live zero signal range, for
example 4–20mA.
[FF] will only be displayed if [FA] has
been set to [O
Press the
[FF]
Fai lsafe A ction
n].
k key to display:
.
FF
Failsafe Action
Failsafe action when [FA]
set to [O
n]
Fai lsafe
+
or - key to select, on loss of
Use
input signal:
Go to Low SP
[Lo] –
Stay Put
[SP] –
[Hl] –
Go to High SP
Failsafe Act ion
Go to Lo w S P
Loss of Signa l
only.
position.
position.
PRESS THE KEY.
The displayed option will flash (stored)
indicating that it has been set.
Commissioning of the Folomatic is
now complete. Remote control may be
selected.
FC
Manual/Auto
Selection
Using a switched input you can select
between Folomatic (Auto) operation and
Manual (hardwired remote) operation.
This can be used in applications where
you want the option to override the
Folomatic to allow full manual control of
the actuator from the control room.
Actuators dispatched will have this
feature disabled as the default in order
to minimise commissioning time. If you
would like this feature enabled, use the
+
or - key to select [On] Enabled.
Manual / Aut o
Disabled
PRESS THE KEY.
The displayed option will flash (stored)
indicating that it has been set.
Using the wiring diagram supplied with
the actuator, follow the instructions
on how to connect the Manual / Auto
selection switch.
Commissioning of the Folomatic is
now complete. Remote control may be
selected.
39
Page 44
AA
9.7
Remote Control Source
Od
Remote Control Source
40
The available forms of remote control
are listed below:
1 - Standard hardwired control
2 - Analogue control-Option Folomatic
3 - Network control including:
Option Pakscan
Option Modbus
Option Profibus
Option Foundation Fieldbus
Option DeviceNet
The setting for Remote Control Source
will depend on the type of remote
control required and the option
specified and fitted. Check actuator
circuit diagram for remote control form.
The setting of Remote Control Source
will be determined by the option that
has been fitted, if any.
[
rE]
Hard-Wired Only
contact control.
Network
[oP]Modbus, Foundation Fieldbus or
DeviceNet control.
Fol omatic
[bo]control.
Remote Di sabled
[OF]disabled.
: Pushbutton/relay
: Pakscan, Profibus,
: Analogue Proportional
: Remote control
To change the remote source 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.
Control Type
Hard-wir ed Only
Standard Hardwired
Remote Control
Page 45
AA
9.8
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] in Section 9.7.
(refer to page 40)
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 on page 81).
PRESS THE KEY.
The displayed option will flash (stored)
indicating that it has been set.
Press the
[Pb]
or - keys display the
Node Addr ess
Hex 01 : Dec 0 01
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.
+
Using the
required baud rate.
[01] = 110 baud
[03] = 300 baud
[06] = 600 baud
[12] = 1200 baud
[24] = 2400 baud
or - keys display the
Baud Rat e
2400 Bau d
PRESS THE KEY.
The displayed option will flash (stored)
indicating that it has been set.
Press the
[PF]
k key to display:
Aux I/P Mask
.
41
Page 46
AA
PF
Pakscan Remote
Auxiliary Input Mask
The IQT 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 page 81 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)
42
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 page 32).
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 47
AA
PF
Pakscan Remote
Heading
Auxiliary Input (continued)
5. Remote I/P Setting
Ensure that the correct [Od]
For Pakscan this is [oP]
The factory default for [PF]
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]
Network
Aux I/P Mask
Control Type
.
setting is selected (refer to page 40).
is [OF]
0000 1111
.
PF
Pakscan Remote
Auxiliary Input
Using the + or - keys display the
required mask setting.
Aux I/P Mas k
Bits: 00 00 1111
Auxiliary Input Mask [OF]
PRESS THE
The displayed option will flash (stored)
indicating that it has been set.
For Pakscan module positioning settings
[OF], refer to page 53.
If Pakscan positioning control is
required,
Display [FL](refer to page 53).
KEY.
PRESS THE m KEY.
Low Set Poi nt Positi on
43
Page 48
AA
9.9
Setting instructions for actuators
including an optional Modbus RTU
module – check wiring diagram for
inclusion.
Bus System
Option Modbus [OP]
Before setting the parameters for
Option Modbus ensure Remote
Control Source [Od] has been
selected to [oP] in Section 9.7.
(refer to page 40).
The actuator power must be
cycled for the changes to take effect.
PA
Modbus Node
Address
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
Pb
Modbus Baudrate
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.
Press the
[Pb]
k key to display:
Baud Rate
.
Baud Rat e
2400 Bau d
PRESS THE KEY.
The displayed option will flash (stored)
indicating that it has been set.
Press the
[PF]
k key to display:
Aux I/P Mask
.
Page 49
AA
PF
Modbus Remote
Auxiliary Input
The IQT 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 page 81 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.)
45
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 page 32).
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 50
AA
PF
Modbus Remote
Heading
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 page 40).
.
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 Mas k
Bits: 00 00 1111
PRESS THE KEY.
The displayed option will flash (stored)
indicating that it has been set.
Press the
[PP]
k 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 P ari ty
No Parity Bit
None
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, refer to Section 9.12 page 53.
If Modbus positioning control and
action on loss of communication are
required,
Display [FL](refer to page 53).
PRESS THE m KEY.
Low Set Poi nt Positi on
46
Page 51
AA
9.10
Setting instructions for actuators
including an optional Profibus DP
module – check wiring diagram for
inclusion.
Bus System
Option Profibus DP [OP]
Before setting the parameters for
Option Profibus ensure Remote
Control Source [Od] has been
selected to [oP] in Section 9.7.
(refer to page 40).
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 S420E 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 page 81 for 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 Addr ess
Hex 01 : Dec 0 01
PRESS THE KEY.
The displayed option will flash (stored)
indicating that it has been set.
Press the
[Pb]
Rotork Profibus DP Mk.2 card.
Therefore, if the Rotork Profibus DP Mk.2
card is fitted, press the k to display:
[PF]
k to display:
Baud Rate
.
[Pb]has no relevance for the
Aux I/P Mask
.
47
Page 52
AA
PF
Profibus Remote
Auxiliary Input
The IQT 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 page 81 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.)
48
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 page 32).
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 53
AA
PF
Profibus Remote
Heading
Auxiliary Input (continued)
5. Remote Source Setting [Od]
Ensure that the correct [Od]
For Profibus this is [OP]
The factory default for [PF]
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]
Control Type
Network
Aux I/P Mask
setting is selected (refer to page 40).
.
is [OF]
0000 1111
.
PF
Profibus Remote
Auxiliary Input
Using the + or - keys display the
required mask setting.
Aux I/P Mas k
Bits: 00 00 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 page 53).
PRESS THE m KEY.
Low Set Poi nt Positi on
49
Page 54
AA
9.11PA
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 9.7.
(refer to page 40).
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 81 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).
DeviceNet Node
Address
+
or - keys display the
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
50
Node Addr ess
Hex 01 : Dec 0 01
PRESS THE KEY.
The displayed option will flash (stored)
indicating that it has been set.
Press the
[Pb]
k key to display:
Baud Rate
.
Baud Rat e
500k bau d
PRESS THE
The displayed option will flash (stored)
indicating that it has been set.
Press the
[PF]
Aux I/P Mask
KEY.
k key to display:
.
Page 55
AA
PF
DeviceNet Remote
Auxiliary Input
The IQT 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.)
51
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 page 32).
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 56
AAPF
DeviceNet Remote
Heading
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 page 40).
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
required mask setting.
or - keys display the
Aux I/P Mas k
Bits: 00 00 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, refer to page 53).
52
Page 57
AA
9.12
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 Poi nt Positi on
Poi nt Positi on
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.
the actuator may be overwritten by
the host on startup unless the GSD
files are locked on the Profibus card.
Refer to publication S420E available
from www.rotork.com
Bus System Positioning
Control Settings
and [FH]
screens.
Any settings made locally at
High Set
FL
Bus System Valve
Position at 0% DV
[FL]
Low Set Poi nt Positi on
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 : Close d
0% DV = Valve Closed
is the position
Low Set Poi nt
PRESS THE KEY.
The displayed option will flash (stored)
indicating that it has been set.
Press the
[FH]
k key to display:
High Set Point Pos ition
.
FH
[FH]
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.
Bus System Valve
Position at 100% DV
High Set Point Pos ition
+
or - key to select the desired
High Set Po int
Position : Open
100% DV = Valve Open
is the position
PRESS THE KEY.
The displayed option will flash (stored)
indicating that it has been set.
Press the
[Fd]
k 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%
53
PRESS THE KEY.
The displayed option will flash (stored)
indicating that it has been set.
Press the
[Ft]
k key to display:
Motion In hibit Time
.
Page 58
AA
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
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:
[O
[OF]
or - key to display the
n]
Fai lsafe
as determined by setting
Go to Low SP
position.
[FF]
Modbus, Profibus
FF
& DeviceNet
Failsafe Action
Modbus, Profibus & DeviceNet failsafe
action when [FA] is enabled.
+
Use the
required setting:
[Lo]
[SP]
[HI]
or - key to display the
Go to Low SP
position.
Stay put
Go to High SP
position.
Failsafe Act ion
Go to Lo w S P
54
Motion I nhi bit
Time: 05 seco nds
PRESS THE KEY.
The displayed option will flash (stored)
indicating that it has been set.
Press the
[FA]
(Modbus, Profibus & Devicenet only).
k key to display:
Loss of Signa l
Loss of Sig nal
Failsafe
Failsafe Action Enabled
PRESS THE KEY.
The displayed option will flash (stored)
indicating that it has been set.
Press the
[FF]
k key to display:
Fai lsafe A ction
.
PRESS THE KEY.
The displayed option will flash (stored)
indicating that it has been set.
Page 59
AA
9.13
Option
Interrupter Timer
Setting instructions for actuator
including an interrupter timer.
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.
The interrupter timer is an optional
extra – check wiring diagram for
inclusion.
OJ
Interrupter Timer
Enabled/Disabled
When fitted, the timer will be
made available for operation.
The Interrupter cannot be
enabled or disabled using the
Setting Tool.
Int. Time r
Disabled
Interrupter Timer Interrupter Timer
Disabled Enabled
When the timer option is available an
additional series of settings can be
accessed by pressing the
Int. Time r
Enabled
m key.
NOTE: If the timer option is not
available pressing the m key will not
access setting.
Press the
timer set-up screens.
m key to display interrupter
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 Sta rt
Closing
Pulsed Operation Around the
Closed Position
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].
Press the
[JC]
k key to display:
Tim er S tart Position
.
Position in Valve
JC
Closing Stroke for
Timer to Start
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.
Press the
[JO]
+
or - key select the position
] [ ]
Closed
= valve closed
]
Open
= valve open
Timer Sta rt
Position : 25%
Timer Set to Start Pulsing when
Closing Valve Reaches 25% Open
k key to display:
Tim er S top Position
.
55
] [ ] valve
Page 60
AA
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
[
= valve closed
]
Open
= valve open
Timer Sto p
Position : 25%
Timer Set to Stop Pulsing
when Opening Valve
Reaches 25% 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 [
Press the
[Jn]
k key to display:
Tim er O n Time
] [ ].
.
Jn
Contactor On Time
Using the
run period in the range 1–99 seconds.
+
or - key select the actuator
Timer On Time
05 Secon ds
Actuator Run Period
Set for 5 Seconds
PRESS THE KEY.
The displayed option will flash (stored)
indicating that it has been set.
Press the
[JF]
k key to display:
Tim er O ff Time
.
JF
Contactor Off Time
Using the
stop period in the range 1–99 seconds.
+
or - key select the actuator
Timer Off Tim e
25 Secon ds
Actuator OFF Period
Set for 25 Seconds
PRESS THE KEY.
The displayed option will flash (stored)
indicating that it has been set.
Press the
[JE](refer to note on Page 57).
k key to display:
Tim er O verride ESD
JE
ESD Override
Interrupter Timer
The interrupter timer may be overridden
when the actuator is under ESD signal
command. This will mean the actuator
will run to limit without “stop/start”
action under ESD command.
Refer to [A1] – [A3](refer to page 32 for ESD settings).
The default for ESD override interrupter
timer is [OF]
will continue “stop/start” action during
ESD action.
If ESD must override the timer use the
+
or - to display [On]
No
. The interrupter timer
Yes
.
Timer Ove rride
ESD: No
ESD Override Timer OFF
56
PRESS THE KEY.
The displayed option will flash (stored)
indicating that it has been set.
Page 61
AA
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.
Note
With a Folomatic option fitted and
the Interrupter Timer enabled, the
Folomatic Motion Inhibit Timer must
be adjusted to the same time as that
set for the Interrupter Timer “contactor
off”.
Failure to do so will cause the actuator
response to defer to the lower time
which may cause control or process
problems.
For “ON” and “OFF” times in excess of
99 seconds apply to Rotork.
9.14
The default setting for Setting Tool
Local Control is [OF]
To enable Setting Tool Control press the
+
or - key to select [On].
Setting Tool
Local Control [Or]
Control D isabled
.
PRESS THE KEY.
The displayed option will flash (stored)
indicating that it has been set.
With the red control selector in Local,
the Setting Tool control keys are active
(refer to page 12).
I-R Tool Control
On
Local Setting Tool Control Enabled
Vandal resistant actuators ONLY
(red/black selectors not supplied).
For control, the selection of [Or]
Resist
is as follows:
n]
Local Onl y
[O
Control D isabled
[OF]
rE]
Remote On ly
[
.
.
.
Van dal
9.15
protection option is disabled [OF].
When disabled it is important
that the actuator is not manually
operated during a power failure
if the battery is low as changes in
position cannot be tracked - refer
to page 6 for battery level status
display. Should this occur the
limits must be reset before electric
operation takes place- refer to LC/
LO page 27. Locking the hand auto
lever can prevent manual operation
- refer to Section 3.1, page 3.
The protection may be enabled by using
the
Inhibit Operation
After Power Loss [OS]
The default setting for this
Power Lo ss
Inhibit : Off
+
or - key to select [On]
PRESS THE KEY.
The displayed option will flash (stored)
indicating that it has been set.
When protection is enabled, on power
up if a low battery is detected, the
actuator will inhibit electrical operation
and display Power Loss Inhibit via
actuator alarm display (refer to page 5)
and the monitor relay will de-energise.
Limits must reset and the battery
replaced – refer to page 67.
Press the
[OH]
k key to display:
Close Col our
.
57
Page 62
AA
9.16
Indicator LEDs
OH
Close LED Colour
OU
Mid-Travel LED
9.17
58
Display Language
The colour of the LEDs on the IQT
display are user configurable. These
menu sceens allow you to set the Close
LED colour and the Mid-Travel LED
being on or off.
The default close limit position indicator
colour is [
If red indication is required at the close
limit position, press the
The display will change to [rE]
PRESS THE KEY.
The displayed option will flash (stored)
indicating that it has been set
Press the
[OU]
g
r]
Green
Close Co lou r
k key to display:
Mid-Travel LED
.
Green
.
+
or - key.
Red
.
The default for mid travel position
indicator colour is [OF]
If mid-travel LED indication is required,
press the
The display will change to [On]
PRESS THE KEY.
The displayed option will flash (stored)
indicating that it has been set.
Press the
[UL]
+
or - key.
k key to display:
Language
.
Off
Mid-Tr ave l LED
Off
.
On
.
UL
Language
The default display text language is
English. If the language was specified
at time of order the actuator will be
despatched with the specified language
set.
Press the
languages.
Available standard languages:
German
French
Spanish
Depending on the specified language,
only English and one other may be
supplied with the actuator.
+
or - keys to view alternative
Deutsch
Fra nçais
Español
Language
English
Page 63
AA
9.18
Default Options
[d1] and [d2]
All IQT functions are configured to a set of Rotork 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 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.
There are two levels of default:
d1 Rotork standard or customer specified Basic and Configuration Settings.
d2 Limit positions only – factory set limits.
NOTE: Settings associated with control options Folomatic, Pakscan, Modbus
Profibus and Foundation Fieldbus are not affected by d1 or d2.
Functions will remain as set.
If d1 is entered, all Basic and Configuration Settings except limit positions
will return to their default setting. See the table opposite for Rotork
standard settings. Basic settings (except limits) and Configuration Settings
must then be checked and reset as required (refer to Basic Settings page 17
and Configuration Settings page 27).
If d2 is entered the limits will be reset, with the actuator positioned at 50%.
Limits must then be reset to the suit the valve (refer to Basic Settings page 17).
[C1] Close Direction [C] Clockwise
[C2] Close Action [Ct] Close on Torque
[C3] Open Action [Ot] Open on Torque
[tC] Close Torque [40] 40% of rated
[tO] Open Torque [40] 40% of rated
Configuration Settings
[r1] Indication Contact S1 [CI]/[nO] Close, Normally Open
[r2] Indication Contact S2 [OP]/[
[r3] Indication Contact S3 [CI]/[
[r4] Indication Contact S4 [OP]/[
[A1] ESD Action [SP] Stay put on ESD
[A2] ESD Contact Type [
[A3] ESD Thermostat Override [OF]
[A4] ESD Override Interlocks [OF] Interlocks Active during ESD
[A5] ESD Override Local Stop [OF] Local Stop Active during ESD
[A6] Maintained Local Control [O
nO] Open, Normally Open
nC] Close, Normally Closed
nO] Open, Normally Closed
nO]
Normally Open (make for ESD)
Thermostats Active during ESD
n] Maintains in Local Control
59
Page 64
AA
9.18
Default Options
[d1] and [d2] cont.
Rotork standard [d1] Default settings continued:
Function [d1] Default Setting
[A7] 2-wire Remote Control [SP] Stay Put on 2-wire signal
[A8] Interlocks [OF] I/L function disabled
[A9] Conditional Control [OF] Function disabled
[AE] Torque Switch Bypass [OF] Function disabled
[OE]
The Rotork standard default settings are subject to change without notice.
If specified with order, [d1] settings will be configured as requested.
To reinstate [d1] settings, with [d1] displayed.
PRESS THE KEY.
The setting bars will flash, indicating the [d1] default settings have been reinstated.
To reinstate factory set limits (actuator positioned at 50%) with [d2] displayed,
PRESS THE KEY.
The setting bars will flash, indicating the [d2] default limits have been reinstated.
Limits must now be reset. Refer to page 24.
Restore Con fig Reset Li mit s to
[d1] Displayed [d2] Displayed
Range 25 Tur ns
60
Page 65
9.19
Actuator Type Setting
61
Positional Display
50
m
m
P? k
m
cr k
m
m
Primary
m
Functions
m
m
Control Mode
Configuration
m
Option Selection OE kOIkOd
FL
PA
AA kAb
IrDA
comms
Ir
PC
k
k
Contact S1
Contact S2
Contact S3
Contact S4
tP
Contact Function
r1
r2
r3
r4
ESD Action
A1
Extra Indication Remote
Contacts CPT
m
m
m
IQT Speed IQT Type
Setting Setting
Actuator type determines the speed range and is factory set. Should the actuator
Motor Speed Control PCB be replaced with a spare, the actuator type must be set.
Failure to set the correct type will invalidate the actuator performance specification
and warranty. To set the actuator types go to setting [Ab] in the secondary
functions.
Control Source
IQT Typ e
IQT 12 5
With [Ab] displayed
+
and
Use the
- key to select the
required actuator type. The selectable
values are related to actuator type as
follows:
Value Type
1 IQT125
3 IQT250
6 IQT500
12 IQT1000
24 IQT2000
PRESS THE KEY.
The displayed value will flash,
indicating that it has been set.
Any value of hex outside of the range
stated will not be accepted into the
actuator memory.
NOTE: Mains power has to be on for
actuator type setting to be carried out.
Page 66
AA
10
Heading
IQT Battery Failsafe
62
10.1 Introduction.
The IQT battery failsafe actuator
provides electrical operation after loss
of main AC electrical supply, allowing
the valve to be controlled
mains fail safe position
supply, power is provided from integral
batteries located in a extended version
of the terminal cover. With AC power
applied to the actuator, the batteries
are charged from the actuator.
to a process,
. On loss of AC
There are three possible failsafe actions
that can be customer configured:
Failsafe Close -
Close valve on loss of AC supply
Failsafe Open -
Open valve on loss of AC supply
Stayput waiting for command - The
actuator can then be directed to operate
via local or standard remote control
signals* within 30 minutes of AC power
being removed.
*Remote signals must be applied to
standard remote control inputs, close on
terminal 33, open on terminal 35 or ESD
on terminal 3 of battery pack connector.
On loss of AC supply remote control via
Folomatic proportional control or serial
digital network signals are not available.
*On loss of AC supply the IQT battery
failsafe does not support customer
nominal 24V DC supply on terminals
4 (-ve) and 5 (+ve) and therefore
control signal supply must be externally
powered. Refer to wiring diagram.
On loss of AC supply the IQT battery
failsafe does not support analogue
current position transmitter (CPT)
position feedback or serial network
communication. The IQT monitor relay
will de-energise on loss of AC supply.
WARNING:
CONTAINS BATTERIES
FIRE, EXPLOSION AND SEVERE
BURN HAZARD. DO NOT SHORT
CIRCUIT. DO NOT INCINERATE.
DO NOT DISASSEMBLE BATTERY
PACK. RECHARGE ONLY AS
PART OF THE IQT. DO NOT
EXPOSE BATTERIES TO AMBIENT
TEMPERATURES ABOVE 60°C
THE IQT BATTERY FAILSAFE
ACTUATOR CONTAINS HIGH
CAPACITY BATTERIES WHICH
ARE CONNECTED TO ACTUATOR
TERMINALS 14 (+) AND 21
(–). DC BATTERY POWER MAY BE
SUPPLIED TO THESE TERMINALS
WHEN THE AC ELECTRICAL
SUPPLY IS SWITCHED ON AND
SWITCHED OFF.
For safety the IQT Failsafe battery
pack is shipped with DC power fuses
FS3 and FS4 removed. It is essential
that the fuses are removed before
any maintenance work is carried
out on the actuator or the battery
assembly.
Before fitting Fuses FS3 and FS4 the
IQT actuator must be commissioned
in accordance with section 7, page
11 of this manual.
Type: Sealed lead–acid batteries located
in a vented enclosure.
Voltage & Capacity: 28V — 2.5Ah.
Float life: 8 Years at 20°C, 3 years at
40° C.
Storage Life: 2 years at 23°C, 2 months
at 60° C.
Battery pack assembly weight: 5.5Kg.
For total IQT battery failsafe weight,
add 5.5Kg to the actuator weights
listed on page 80.
Charger :
The IQT battery failsafe is despatched
with the batteries in a charged state,
however once the IQT is connected to
AC power the batteries will automatically
begin charging to bring them to the
float charge state. For correct battery
charging, the IQT supply voltage must
not be less than 90% of nominal.
Charging Time — typically 4 hours
from a discharged state (depending on
ambient temperature).
Charge state — The lower line of text
wll display the state of the battery, see
fig.2.
On loss of AC power, the state of the
battery is not displayed.
DC power supply — Fuses FS 3 and FS4
are rated at 20A, automobile type ATO
Fast acting.
Charge/control — Fuses FS1 and FS2
are rated 2A, 20mm quick blow.
The battery supply will auto disconnect
at 20V or 30 minutes after AC supply is
removed from the actuator to prevent
damage caused by deep discharge of
batteries.
Maintenance :
Ensure the two vents located in the
battery pack cover are not removed,
plugged or covered. The batteries are
sealed lead acid type and require no
maintenance. Refer to section 11, page
67 for IQT range maintenance.
Failsafe Operation Performance:
Number of operations at 75% rated torque.
Temperature °C IQT125 IQT250 IQT500 IQT1000 IQT2000
-30 15 12 6 3 1
-20 50 40 20 10 5
-0 63 50 25 12 6
20 75 60 30 15 7
40 75 60 30 15 7
60 75 60 30 15 7
IQT Battery Failsafe Actuator Display
Fig. 1
FS Ready
FS Boost Charge
FS Charging
Fig. 2
Page 68
AA
10
Heading
IQT Battery Failsafe continued
64
10.3 Failsafe Commissioning
Instructions
Before commissioning
the failsafe operation it
is essential that the IQT
actuator has first been
commissioned in accordance
with the Installation and
Commissioning Instructions in
this manual.
1. Remove Cover. Figure 3
Ensure the AC power supply to the
actuator is switched OFF.
Using a 6mm allen key remove the four
screws securing the IQT battery failsafe
cover and remove cover from actuator
housing. The cover houses the battery
pack and charging/control circuitry and
care must be taken that it does not drop.
Ensure the two 20A fuses located in a
plastic bag are kept safely - DO NOT FIT
The cover is restrained with an external
chain to support its weight (5.5 Kg
approx) and prevent
cables being damaged.
failsafe cover assembly is supported
by the restraining chain during
commissioning.
interconnecting
The battery
2. Set Control Links. Figure 4
Referring to the label, locate PCB links
LK1 and LK2. Links determine required
action on loss of AC supply to the
actuator.
Using pliers, fit links LK1 and LK2 in
required positions.
Links bridge between pins 1-2 or 2-3
and must be set for the desired
as detailed in table the below:
*The direction required for failsafe
operation and ESD contact form
(if being used) is set with the IQT
setting tool. Refer to page 66 of this
manual.
LK1 LK2 Required action
1-2 1-2 Failsafe on loss of supply,
ESD [A2] set [NO]*
2-3 1-2 Failsafe on loss of supply,
ESD [A2] set [NC]*
1-2 2-3 Stayput waiting for
command (30 Min max)
action
3. Connect ESD/Interlock
control wiring. Figure 5
If the control of the IQT actuator
with AC supply switched ON requires
emergency shut down and/or interlocks,
ESD and/or interlock field wiring must
be connected to the green terminal
plug located on the battery pack
assembly.
If ESD and/or interlocks do not form
part of the IQT control scheme then no
wiring is necessary.
Remove plug by pulling it straight up
and connect field wiring for ESD and/or
interlocks as indicated on the label and
actuator wiring diagram.
Once connected, re-fit the wired plug
into its socket. The plug and socket
are polarised, ensuring they cannot be
mated incorrectly.
Page 69
AA
10
Heading
IQT Battery Failsafe continued
4. Fit Battery Fuses. Figure 6
Referring to the label, locate 20A fuses
FS3 and FS4 holders located on the
battery pack assembly.
Remove 20A fuses from the plastic bag
and fit into fuse holders FS3 and FS4
as shown.
5. Refit Cover. Figure 7
Make sure cover O-ring is fitted and the
cover spigot is lightly greased.
Refit cover making sure no field or
interconnecting wires are trapped
between cover and gearcase.
Tighten the 4 fixing bolts using a 6mm
allen key.
Set up of the battery pack is now
complete.
To enable failsafe operation, settings
within the IQT actuator must now be
made.
Fig. 3
Fig. 5
65
Fig. 7
Fig. 4
Fig. 6
Page 70
AA
10
Heading
IQT Battery Failsafe continued
66
6. IQT Actuator Failsafe Settings.
The actuator can be operated by
standard remote control signals (open/
close/interlocks/ESD) under AC supply
control.
On AC supply loss, the actuator will
automatically perform an ESD using
battery power.
For the required failsafe operation,
using the supplied Infra-red Setting
Tool, set configuration functions [A1],
[A2] and [A4] for the desired failsafe
action. Refer to page 32, [A1] ESD
Action, [A2] ESD contact type and [A4]
ESD override interlocks actuator settings
must be checked and/or set .
Switch ON AC supply power to the
IQT actuator. Refer to table below for
settings.
NOTE. If network option cards are used
with a failsafe setup the auxillary input
masks [PF] must be set accordingly. The
ESD setting in the mask must always
be set for NO (normally open) type. For
example if only the ESD is required for
an auxillary input, the setting would be
80 (hex). See section 9 configuration
settings. Ensure the remote control
source option [Od] is set to [oP].
Failsafe action on loss of AC supply
Close
(no user ESD)
Open
(no user ESD)
Close
ESD = N/O contact, “makes” for ESD
Open
ESD = N/O contact, “makes” for ESD
Close
ESD = N/C contact, “breaks” for ESD
Open
ESD = N/C contact, “breaks” for ESD
LK1* LK2* [A1] [A2] [A4]
1-2 1-2 [CL] [NO] [OF]
1-2 1-2 [OP] [NO] [OF]
1-2 1-2 [CL] [NO] [OF]
1-2 1-2 [OP] [NO] [OF]
2-3 1-2 [CL] [NC] [OF]
2-3 1-2 [OP] [NC] [OF]
NOTE. If ESD is being used for AC
supply control the user must decide
if ESD is to override local stop. If ESD
override local stop is required set [A5]
to [NO].
Testing
To test the failsafe function, switch off
AC supply to IQT actuator. Actuator will
perform the set failsafe function.
Refer to page 63.
Page 71
AA11
Maintenance, Monitoring
Heading
and Troubleshooting
Maintenance
Every Rotork actuator has been fully
tested before dispatch to give years of
trouble-free operation providing it is
installed, sealed and commissioned in
accordance with the instructions given
in this publication.
The IQT actuator’s unique double
sealed, 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 electrical control module cover is
bonded by the Rotork quality control
seal. It should not be removed as the
module contains no site-serviceable
components.
All electrical power supplies to the
actuator must be isolated before any
maintenance or inspection is carried
out, except replacement of the battery.
Electrical supplies must be isolated
before actuator covers are removed
refer to Battery replacement
instructions.
Routine maintenance should include
the following:
* Check actuator to valve fixing bolts
for tightness.
* Ensure valve stems and drive nuts are
clean and properly lubricated.
* If the motorised valve is rarely
operated, a routine operating
schedule should be set up.
* Replace actuator battery every
5 years.
* Check the actuator enclosure for
damage, loose or missing fasteners.
* Ensure there is not an excessive
build up of dust or contaminant
on the actuator.
* Check for any loss of lubricant.
The Actuator Battery
The battery supports the actuator
position updating circuits and the
position (LCD) display when the main
power supply is turned off. It ensures
the current position is updated and
displayed when manual operation takes
place with the main power turned off.
The battery is not required to retain any
actuator settings.
WARNING:
The battery holder in the actuator
gearcase also protects the user from
the hazardous live connections
inside the actuator and therefore it
must not be damaged. The actuator
must be isolated or disconnected
if the battery holder has to
be removed from the actuator
gearcase.
A unique circuit has been incorporated
into the battery function of the IQT,
effectively reducing the overall drain
and significantly increasing the battery
life.
In normal circumstances
battery replacement interval should
not exceed 5 years. Ambient
temperature and plant operating
conditions may affect battery life.
Battery level status is indicated by an
icon on the actuator display, refer to
Section 3.4 Alarm Indication (refer to page 5).
If the battery icon is displayed the
battery must be replaced.
67
Battery Replacement
If the actuator is located within a
hazardous area permission must be
obtained in the form of a ‘‘hot work
permit’’ or other local regulation before
removal and/or replacement of the
battery.
Removal of the battery with the main
electrical power switched off will result
in stored Datalogger records time
reference being lost for the duration
when there is no mains and battery
power. It is therefore recommended
that the battery is replaced with the
main electrical supply to the actuator
switched on.
If main electrical power is not available
or if main power has been switched off
while the battery was discharged, it is
recommended that the actuator limits
be checked after battery replacement
(refer to Section 8 Commissioning Basic
Settings, page 17).
Battery Removal
The actuator must be selected to Stop
using the red selector (refer to page 3).
Access to the battery is via a labelled
sealing plug situated on the main
gearcase near the handwheel hub.
Page 72
AA
11
Maintenance, Monitoring
Heading
and Troubleshooting cont.
Remove the sealing plug using the
appropriate Allen key, ensuring the
‘‘O’’ ring seal remains on the plug.
Disconnect the battery wiring loom
from the battery terminals. Using the
black pull strap, lift the battery out of
the rubber sealing pocket.
Fig. 11.1
Battery Types
For European hazardous area certified
actuators (ATEX) use an Ultralife U9VL
lithium manganese dioxide battery only.
For FM and CSA certified enclosures use
an Ultralife U9VL lithium manganese
dioxide battery. Equivalent, UL
recognised, batteries may be used.
For watertight (WT) actuator enclosures
use an Ultralife U9VL lithium
manganese dioxide battery or any
equivalent 9V battery.
If in doubt regarding the correct battery
type, contact Rotork.
Fitting Replacement Battery
Fit the pull strap around the
replacement battery and insert into
the rubber sealing pocket. Reconnect
the battery wiring loom to the battery
terminals. Refit the battery sealing plug
ensuring ‘‘O’’ ring is in good condition
and correctly fitted. Hand tighten the
sealing plug to 8 Nm (6 lbsft) using the
appropriate Allen key.
Oil
Unless specially ordered for extreme
climatic conditions, Rotork actuators
are dispatched with gearcases filled
with SAE 80EP oil which is suitable for
ambient temperatures ranging from
–22°F / –30°C to 160°F / 70°C.
IQT actuators do not require regular
oil changes (refer to Weights and Measures Section 12, page 80).
Torque and Position Monitoring
The IQT range of actuators incorporate
real time, instantaneous Torque &
Position monitoring as standard.
Torque & Position can be used to
monitor valve performance during
operation. The effect of process
changes (differential pressure etc.) can
be evaluated. Tight spots in valve travel
can be pinpointed as well as gauging
torque developed through stroke for
torque value setting (refer to pages 22, 23).
Using the Setting Tool, the display can
be set to indicate Torque and Position
as follows:
With the actuator displaying Current
Position, using the Setting Tool,
PRESS THE m KEY.
The lower display will show the torque
value as a percentage and a graphical
representation in the form of a bar
graph.
68
Torque = 19%
Example shows 19% (of rated) torque
at 50% open position. Display torque
range: [00] to [99]% of rated torque
in 1% increments. For values of torque
above 99% the display will indicate [HI].
Display position range:
] [ ] = valve closed
[
[00] to [99] = percentage open
] = valve open
[
For a stationary actuator the display
will indicate the actual torque value as
applied by the actuator.
To keep the torque & position display
active press the
will remain active for approximately 5
minutes from the last key operation.
+
or - keys. The display
Page 73
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11
Maintenance, Monitoring
Heading
and Troubleshooting cont.
Torque – Reference Profile
IQT text display models only.
Only visible when in Setting Mode. See
Section 7, page 15.
This feature allows the user to store a
reference torque profile, which can be
used to plan and determine periodic
maintenance.
After commissioning has taken place
and the process is running under
normal conditions, a profile of the “as
commissioned” torque measurement
over the whole stroke can be taken
and stored in the Datalogger. The
stored torque reference profile can be
compared with later torque profiles
using Rotork Insight in order to
determine changes in performance of
the valve and/or process over time or
under different conditions.
Storing a Reference Profile
The location of torque reference profile
[tP] screen is shown below:
50
m
50
Torque
Torque
m
P? k PC k Ir k tP
m
crk Configuration Settings
m
Basic Settings
Each actuator is supplied without a
reference profile stored. To store a
reference profile, electrically stroke the
actuator under normal process conditions.
Once the reference stroke (close to
open / open to close) is complete stop
the actuator.
Using the supplied Setting Tool, press
m arrow key twice to display the
the
password screen. Refer to section 7
page 15.
Enter the correct password and press
the
key, "Password Correct”
should display briefly and the setting
bars appear.
Press the
display the [tP] screen:
Fig. 11.2
k arrow key 3 times to
Torqu e Profil e
Press To Set
69
Pressing the
measured “reference” close-open and
open-close torque profiles within the
datalogger.
Press the
return to the positional display.
The reference profile along with current
profiles can be viewed and analysed using
IQ Insight software as shown in Fig 11.2.
IQ Insight is available free, visit
www.rotork.com
key stores the last
k and m keys together to
Page 74
AA
Maintenance, Monitoring
Heading
and Troubleshooting cont.
Troubleshooting
The IQT range of actuators is the
world’s first that can be commissioned
and interrogated without removing
electrical covers. Help Screen diagnostics
enable fast and complete fault finding
to be carried out.
Question: With power on, the
actuator display is not backlit.
Position indicator lamp not
illuminated. What is wrong?
Answer: With mains power on, the
actuator’s display should be backlit
(refer to Section 3.3 page 4 – The
Actuator Display).
Check that 3 phase supply is available
and is of the correct voltage as stated
on the actuator nameplate. Measure
voltage phase to phase across terminals
1, 2 and 3 of the actuator terminal
bung.
Question: With power off, the
actuator does not display position.
What is wrong?
Answer: With mains power off the
actuator battery supports position
indication liquid crystal display only.
(Refer to Section 3.3 page 4 – The
Actuator Display).
If the display is blank the actuator
battery must be replaced and the limits
of travel reset (refer to Section 11, page 67 – The Actuator Battery).
Datalogger and configuration files
can be extracted and stored in the
Tool without entering a password. For
uploading configuration files from Tool
to actuator, the actuator’s password
must first be entered correctly – see
section 7, page 15 for details.
Accessing the menus
The download/upload menus are
accessed when the Setting Tool Pro
download key
communication is initialised, the green
LED in the tool window will flash. The
user then has 30 seconds to “connect”
to the actuator.
Setting Tool Pro
Download & Upload
is pressed. IrDA
m
Download/Upload Menu structure
dL 01
Extract
Datalogger
N
Actuator password
dC 01
Extract
Configuration
P? Id
entered?
Y
UC 01
Upload
Configuration
70
Page 75
AA
11.1
Downloading and storing IQT
Datalogger Files
Press the
The green LED visible in the setting Tool
window will start flashing.
Point the Tool at the actuator Display
Once communication has been
successfully established, the Extract
Datalogger screen will be displayed:
Note. IQT actuators with non text
displays show code/symbols only.
The screen will default to Memory
Location 01. There are a total of
four memory locations available for
dataloggers, which are selected by
pressing the + or – keys.
When the required location has been
selected, press the
the extraction. The following screen will
be displayed:
Setting Tool Pro
Heading
Download & Upload cont.
Key
m
Extract Log
Memory L oc: 01
Extract Datalogger screen
key to initiate
Extract Log
Extracti ng Data
Extracting Log screen
Note. IQT actuators with non text
displays show code/symbols only.
The extraction takes approximately 35
seconds for a full datalogger (2 minutes
for non text displays). After a successful
extraction, the screen will revert to
the Extract Log screen. If during the
downloading an error is encountered,
will be displayed along with
[dL Er]
Error
, wait for the screen to revert to [dL
01] and try again.
The action of downloading the
actuator datalogger file will
automatically download the
configuration file to the Tool.
Downloading and storing IQT
Configuration Files
Press the
The green LED visible in the setting Tool
window will start flashing.
Point the Tool at the actuator Display
Once communication has been
successfully established, the Extract
Datalogger screen will be displayed:
Note. IQT actuators with non text
displays show code/symbols only.
PRESS THE
The following screen will be displayed:
Key
m
Extract Log
Memory L oc: 01
Extract Datalogger screen
KEY.
k
Extract Con fig
Memory L oc: 01
Extract Configuration screen
71
Note. IQT actuators with non text
displays show code/symbols only.
The screen will default to Memory
Location 01. There are a total of
ten memory locations available for
Configuration Files, which are selected
by pressing the + or – keys.
When the required location has been
selected, press the
the extraction. The following screen will
be displayed:
Extracting Configuration screen
Note. IQT actuators with non text
displays show code/symbols only.
The extraction takes approximately 3
seconds. After a successful extraction,
the screen will revert to the Extract
configuration screen. If during the
downloading an error is encountered,
will be displayed along with
[dC Er]
Error,
wait for 5 seconds until the screen
reverts to [dC 01] and try again.
key to initiate
Extract Con fig
Extracti ng Data
Page 76
AA
11.1
Uploading a configuration File to an
IQT actuator
Local when writing configuration
data.
configuration file from the tool
to the actuator, the actuator basic
and configuration set up will be a
duplicate of the file set up.
Refer to sections 8 & 9.
Open and close limit positions and
current position are not copied
and must be set on each individual
actuator. Refer to section 8.
For access to the Upload Configuration
screen, the actuators password must
first be set correctly, see section 7.
Press the
The green LED visible in the setting Tool
window will start flashing.
Point the Tool at the actuator Display
Once communication has been successfully
established, the download datalogger
screen will be displayed.[dL 01]
Setting Tool Pro
Heading
Download & Upload cont.
Note: Actuator must be set to
Warning: After uploading a
Key
m
PRESS THE
The download configuration screen will
be displayed: [dC 01]
PRESS THE
The upload configuration screen will be
displayed:
Upload Configuration screen
Note. IQT actuators with non text
displays show code/symbols only.
Using the + or – keys, select the
memory location where the required
configuration file is stored and press
the
be displayed:
Uploading Configuration screen
KEY.
k
KEY.
m
Wri te Confi g
Memory L oc: 01
key, the following screen will
Wri te Confi g
Wri tin g Dat a
Note. IQT actuators with non text
displays show code/symbols only.
The writing process take approximately
12 seconds to complete, after which
the screen reverts to the Uploading
Configuration screen. If during the
writing process an error is encountered,
[UC Er] will be displayed along with
Error
, wait for 5 seconds until the screen
reverts to [UC 01] and try again.
72
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11.2H1
Help Screens
With the actuator powered up and
Local or Stop selected, eight Help
Screens can be accessed using the
Setting Tool (refer to Fig. 9.1 page 29 for their location).
With Remote selected press the
key on the Setting Tool twice. 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’’.
m
For troubleshooting, access the
following Help Screens and refer to
text:
H1 – Factors inhibiting electrical
operation.
H2 – Monitor battery level and ESD
control input.
H3 – Monitor the position limit and
actuator power supply status.
H4 – Monitor remote control inputs to
the actuator.
H5 – Monitor remote interlocks local
control inputs and motor
thermostats.
H6 – Monitor torque switch status and
IR Setting Tool communication for
vandal proof applications.
H7 – Monitor travel limits, centre
column and position limit status.
H8 – Monitor the actuator’s position sensing devices.
H9 – Rotork use only.
Help screen bars shown
are undefined and may
be ON, OFF or flashing.
Phase Position
Loss Error
Local
Controls
Error
Battery Low
on
Power-up
POSITION ERROR
Bar ON = Current Position Error
Present.
During power up the actuator position
processor compares the current position
to that stored in the Eeprom. If there is
a discrepancy this is shown as a current
position error.
Re-setting of both actuator limits
should now be carried out (refer to page 24).
Factors Inhibiting
Electrical Operation
H1
Help Screen 1
73
BATTERY LOW ON POWER UP
Bar ON = Low battery detected On
Power Up.
If [OS] is selected [O
the actuator operation will be inhibited
when powered up with a discharged
battery (refer to [OS] page 57).
The battery should be replaced at the
earliest opportunity (refer to page 67).
n] (default is [OF])
LOCAL CONTROLS ERROR
Bar ON = Invalid Local Control
Signals Detected.
For example if a Local Open and Close
signal is detected at the same time this
would be classed as an invalid or fault
condition.
PHASE LOSS
Bar ON = Phase Lost (3 Phase
Actuators Only).
Loss of third monitored power supply
phase connected to actuator terminal 3.
Page 78
AA
H2
Battery Level and
ESD Control Input
H2
ESD
Active
Low
Battery
Battery
Discharged
Help Screen 2
BATTERY DISCHARGED
Bar ON = Battery Discharged.
Bar ON when the battery is no longer
able to support actuator functions
under loss of power conditions.
The battery must be replaced (refer to Section 11 page 67) and limit positions
reset (refer to [LC] and [LO] page 24).
LOW BATTERY
Bar ON = Battery level low.
Bar OFF = Battery OK.
Bar ON when the battery is low but still
able to support the necessary actuator
functions.
The battery should be replaced at the
earliest possible opportunity.
ESD SIGNAL ACTIVE
Bar ON = ESD Signal is present.
When applied, an Emergency Shutdown
Signal will override any existing local
or remote control signal, causing the
actuator to respond in the direction
selected for ESD.
The ESD function will be determined
by the settings on Control Mode
Configuration screens [A1] to [A5](refer to Section 9.3 page 32).
The actuator will not respond to any
local or remote control while an ESD
signal is maintained.
H3
Factors Inhibiting
Electrical Operation
H3
Clockwise
Limit
Anti
Clockwise
Limit
Inhibit
Help Screen 3
CLOCKWISE LIMIT
Bar ON = Actuator has reached
clockwise limit of travel.
ANTI-CLOCKWISE LIMIT
Bar ON = Actuator has reached
Anti-clockwise limit.
INHIBIT
Bar ON = Actuator inhibited.
Possible Causes:
Phase Loss (3 phase only).
Power Loss Inhibit (page 57).
Internal Failure.
H4
Remote Control
Inputs
H4
Remote Remote
Maintain 2 Open 1
ESD 2 Remote
Close 1
Remote
Close 2 ESD 1
Remote Remote
Open 2 Maintain 1
Help Screen 4
All remote signals designated with ‘1’
are standard hard wired remote inputs.
When a Pakscan, Profibus or
Foundation Fieldbus card is fitted,
remote control inputs are designated
with a ‘2’.
REMOTE OPEN 1
Bar OFF = Remote Open Signal
Present.
74
continued...
Page 79
AA
H4
Remote Control
Inputs continued
REMOTE CLOSE 1
Bar OFF = Remote Close Signal
Present.
ESD 1
Bar OFF = ESD signal present.
REMOTE MAINTAIN 1
Bar OFF = Remote Maintain
signal present.
Bar ON = Remote Maintain not
present and/or Remote Stop
active.
REMOTE OPEN 2
Bar OFF = Remote Open signal
present from BUS option pcb.
REMOTE CLOSE 2
Bar OFF = Remote Close signal
present from BUS option pcb.
ESD 2
Bar OFF = ESD signal present
from BUS option pcb.
REMOTE MAINTAIN 2
Bar OFF = Remote Maintain
signal present from BUS option
pcb.
Remote Interlocks,
H5
Local Control
Inputs, & T/stat
Local Stop
Selected Interlock
Thermostat Close
Tripped Interlock
Local Open Local not
not Present Selected
Local Close Remote
not not
Present Selected
H5
Open
not
Help Screen 5
OPEN INTERLOCK
Bar ON = Open Interlock Active.
(Actutator disabled)
Unauthorised Open electrical operation
can be prevented by interlocking
the actuator (Open) control with an
external interlock contact.
If external interlocks are not required
the interlock function must be selected
OFF.
CLOSE INTERLOCK
Bar ON = Close Interlock Active.
(Actuator disabled)
Unauthorised Close electrical operation
can be prevented by interlocking
the actuator (Close) control with an
external interlock contact.
If external interlocks are not required
the interlock function must be selected
OFF.
REMOTE NOT SELECTED
Bar ON =
Bar OFF = Remote control selected.
Remote control not selected.
LOCAL CLOSE NOT PRESENT
Bar ON =
Bar OFF = Local Close signal present.
Local Close signal not present.
LOCAL OPEN NOT PRESENT
Bar ON = Local Open signal not present.
Bar OFF = Local Open signal present.
75
THERMOSTAT TRIPPED
Bar ON = Thermostat tripped.
The actuator motor is protected by
thermostats.
Should the motor become overheated
the thermostats will trip and the
actuator will stop. On cooling the
thermostat will automatically reset,
enabling operation. See the actuator
nameplate for the motor rating.
LOCAL STOP NOT SELECTED
Bar ON = Local Stop not selected.
Bar OFF = Local stop selected.
LOCAL NOT SELECTED
Bar ON = Local control not selected.
Bar OFF = Local control selected.
Page 80
Torque Switch Status & IR
AA
H6
Heading
Setting Tool Comms for
Vandal Proof Applications
IR Remote
Control
Selected
IR Local Local
Control Controls
Disabled not Fitted
IR Closed
Signal not
Present
IR Open Torque
Signal not Switch
Present Tripped
When actuators are supplied for
Vandal Proof applications the local
control knobs are removed to prevent
unauthorised operation.
The local control functions are then
carried out by using the Infra-red
Setting Tool.
H6
not
Help Screen 6
LOCAL CONTROLS NOT FITTED
Bar OFF = Local controls fitted
(standard).
Bar ON = Local controls not fitted
(vandal proof).
TORQUE SWITCH TRIPPED
Bar ON = Torque switch tripped.
When the actuator generates a value
of torque equal to that set for Open
(when opening) or Close (when closing)
it will stop, protecting itself and the
valve from damage. This feature is
known as Over Torque Protection.
Once a torque trip has occurred further
operation IN THE SAME DIRECTION is
prevented.
This ‘‘latching’’ of the event protects
the actuator and valve from repeated
“hammering” against the obstruction
as a response to a maintained control
signal.
To ‘‘de-latch’’ the actuator it must be
reversed.
(For actuator torque adjustment, refer
to [tC ] and [tO] pages 22 and 23)
IR OPEN SIGNAL NOT PRESENT
Bar OFF = IR Open signal present.
IR CLOSE SIGNAL NOT PRESENT
Bar OFF = IR Close signal present.
IR LOCAL CONTROL DISABLED
Bar OFF = IR Local control enabled.
To operate the actuator locally with
the IR Setting Tool refer to the option
selection screen [Or] Section 9.14,
page 57.
[Or] must be selected to [O
IR REMOTE CONTROL NOT
SELECTED
Bar OFF = IR Remote control
selected (vandal-proof units only).
When actuator is supplied without local
controls for vandal proof applications
the option selection screen [Or] must
be set to [(refer to Section 9.14 page 57).
rE] for Remote operation
n].
Travel Limits, Centre
H7
Column & Remote
Indication Outputs
Open
Relay 4 Limit
Relay 3 Close
Limit
Actuator
Relay 2 Moving
Relay 1
H7
Help Screen 7
OPEN LIMIT
Bar ON = Actuator has reached
open limit.
CLOSE LIMIT
Bar ON = Actuator has reached
Close limit.
ACTUATOR MOVING
Bar ON = Actuator moving.
SWITCH CONTACTS S1, S2, S3, S4
Bar ON = S contact is close circuit.
Bar indication is real time and reactive
(refer to Section 9.2 [r1] page 30 for
configuration of ‘‘ S’’contacts).
76
Page 81
AA
H8
Actuator Position
Sensing Devices
Position
Sensor A
Position
Sensor B
POSITION SENSOR A
Senses output rotation. Used for
the position sensing circuit. Correct
operation of the sensor is indicated by
the bar being ON (and OFF) 12 times
per output revolution. When the motor
is running, ON and OFF bit duration
should be equal.
POSITION SENSOR B
Senses output rotation. Used for
the position sensing circuit. Correct
operation of the sensor is indicated by
the bar being ON (and OFF) 12 times
per output revolution.
H8
Help Screen 8
77
When the motor is running, ON and
OFF bit duration should be equal.
For the two sensors, A and B, correct
operation is indicated by the following
truth table.
To observe this function, select manual
operation and turn the actuator
handwheel clockwise, starting with all
sensors OFF:
CLOCKWISE 30 Deg.
Sensor B 0 1 1 0 0
Sensor A 0 0 1 1 0
Page 82
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11.3
IQT actuators include an IrDA® (Infrared
Data Association) interface as standard,
allowing non-intrusive diagnostics,
analysis and configuration.
IQ Insight software tool for PC and IQ
Pocket Insight for PDA (Personal Digital
Assistant) have been developed to
enable the actuator configuration and
onboard datalogger to be reconfigured
and analysed. A PC running IQ Insight
software or PDA running IQ Pocket
Insight can be used to interrogate the
actuator via non-intrusive infra red IrDA
communication. Visit www.rotork.com
for information.
Alternatively, the intrinsically safe
Rotork Setting Tool Pro allows the
user to extract and store IQT actuator
configuration and datalogger files
within the Tool. Stored files can be
uploaded over an IrDA –USB interface
to a PC running Rotork IQ Insight
where they can be viewed, analysed
and stored in a safe, clean environment.
Using the Setting Tool Pro, actuator set
up 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. Refer to page 70.
IQT Infrared
Heading
Diagnostic and Configuration
To enable communication with IQ
Insight the actuator IrDA interface
must be enabled.
The default setting for IQT IrDA is [On],
enabling IrDA.
To disable IrDA and prevent IrDA access,
use the + or – key. The display will
change to [OF].
PRESS THE KEY.
The displayed option will flash (stored)
indicating it has been set.
IrDA Comm s
Enabled
IQ Insight and IQ Pocket Insight
software are available free of charge
from the Rotork web site,
www.rotork.com.
A kit is available from Rotork, which
includes an IrDA-USB adapter and
drivers for connection to a PC. The Kit
also includes IQ Insight software. PDA
communication is via the internal IrDA port.
The use of a notebook PC
or PDA with actuators located in
hazardous areas will be subject
to local regulations. It is the
responsibility of the user to seek
guidance and permission.
The Rotork Setting Tool and Setting
Tool Pro are certified Intrinsically
Safe (IS) and therefore can be used
in defined hazardous areas (refer to
page 12 and 13).
78
Page 83
AA
11.4
Environmental
End user advice on disposal at end of life of the product
Batteries Lithium IQ/IQT standby battery Yes Yes 16 06 06 Will require special treatment before
Alkaline Setting tool Yes Yes 16 06 04 disposal, use specialist recyclers or
Lead Acid Battery Failsafe Units Yes Yes 16 06 01 waste disposal companies
Electrical & Printed circuit boards All Products Yes Yes 20 01 35 Use specialist recyclers
Electronic Wire All Products Yes Yes 17 04 10
Equipment
Glass Lens/Window Cenelec Qualified IQ/IQT. A Range Prism No Yes 16 01 20 Use specialist recyclers
Metals Aluminium Gearcases and covers most products No Yes 17 04 02 Use licensed recyclers
Copper/Brass Wire, IQ columns (not all sizes), motor windings No Yes 17 04 01
Zinc IQ clutch Ring and associated components No Yes 17 04 04
Iron/Steel Gears and Gearcases (A Range and larger IQ) No Yes 17 04 05
Mixed Metals IQ motor rotors No Yes 17 04 07
Plastics Glass filled nylon Covers, IQT clutch components, electronics chassis No No 17 02 04 Disposal as general comercial waste
Unfilled Gears No Yes 17 02 03 Use specialist recyclers
Oil Mineral & Kerosene Mixed Gearbox lubrication Yes Yes 13 07 03 Will require special treatment before
Mineral Gearbox lubrication Yes Yes 13 02 04 disposal, use specialist recyclers or
Food Grade Gearbox lubrication Yes Yes 13 02 08 waste disposal companies
Rubber Seals & Orings Cover and shaft sealing Yes No 16 01 99 May require special treatment before
disposal, use specialist waste disposal
companies
In all cases check local authority regulation before disposal.
WARNING: The battery pack contains high capacity lead acid batteries which may have retained their charge. Only persons competent by virtue of
their training or experience should remove these items. For recommended procedures please contact Rotork. (see page 84).
79
Page 84
AA
12
Heading
Weights and Measures
80
80
Oil
The IQT range are factory filled
with 80% Texaco Texamatic 9330
automatic transmission fluid (ATF)
and 20% Kerosene. Equivalent ATF
lubricants meeting the Dexron® 2 or
Mercon® specification may be used. For
operating ambient temperatures below
-30ºC / -22ºF (Low temperature option
actuators) Texaco 9330 + 80% BP SHF
LT15 should be used.
Food grade lubricating oil is available as
an alternative: contact Rotork.
BINARY HEX DEC BINARY HEX DEC BINARY HEX DEC BINARY HEX DEC BINARY HEX DEC BINARY HEX DEC BINARY HEX DEC BINARY HEX DEC
0000 0000 00 0
0000 0001 01 1
0000 0010 02 2
0000 0011 03 3
0000 0100 04 4
0000 0101 05 5
0000 0110 06 6
0000 0111 07 7
0000 1000 08 8
0000 1001 09 9
0000 1010 0A 10
0000 1011 0B 11
0000 1100 0C 12
0000 1101 0D 13
0000 1110 0E 14
0000 1111 0F 15
0001 0000 10 16
0001 0001 11 17
0001 0010 12 18
0001 0011 13 19
0001 0100 14 20
0001 0101 15 21
0001 0110 16 22
0001 0111 17 23
0001 1000 18 24
0001 1001 19 25
0001 1010 1A 26
0001 1011 1B 27
0001 1100 1C 28
0001 1101 1D 29
0001 1110 1E 30
0001 1111 1F 31
Binary, Hexadecimal and
Heading
Decimal Conversion Table
0010 0000 20 32
0010 0001 21 33
0010 0010 22 34
0010 0011 23 35
0010 0100 24 36
0010 0101 25 37
0010 0110 26 38
0010 0111 27 39
0010 1000 28 40
0010 1001 29 41
0010 1010 2A 42
0010 1011 2B 43
0010 1100 2C 44
0010 1101 2D 45
0010 1110 2E 46
0010 1111 2F 47
0011 0000 30 48
0011 0001 31 49
0011 0010 32 50
0011 0011 33 51
0011 0100 34 52
0011 0101 35 53
0011 0110 36 54
0011 0111 37 55
0011 1000 38 56
0011 1001 39 57
0011 1010 3A 58
0011 1011 3B 59
0011 1100 3C 60
0011 1101 3D 61
0011 1110 3E 62
0011 1111 3F 63
0100 0000 40 64
0100 0001 41 65
0100 0010 42 66
0100 0011 43 67
0100 0100 44 68
0100 0101 45 69
0100 0110 46 70
0100 0111 47 71
0100 1000 48 72
0100 1001 49 73
0100 1010 4A 74
0100 1011 4B 75
0100 1100 4C 76
0100 1101 4D 77
0100 1110 4E 78
0100 1111 4F 79
0101 0000 50 80
0101 0001 51 81
0101 0010 52 82
0101 0011 53 83
0101 0100 54 84
0101 0101 55 85
0101 0110 56 86
0101 0111 57 87
0101 1000 58 88
0101 1001 59 89
0101 1010 5A 90
0101 1011 5B 91
0101 1100 5C 92
0101 1101 5D 93
0101 1110 5E 94
0101 1111 5F 95
0110 0000 60 96
0110 0001 61 97
0110 0010 62 98
0110 0011 63 99
0110 0100 64 100
0110 0101 65 101
0110 0110 66 102
0110 0111 67 103
0110 1000 68 104
0110 1001 69 105
0110 1010 6A 106
0110 1011 6B 107
0110 1100 6C 108
0110 1101 6D 109
0110 1110 6E 110
0110 1111 6F 111
0111 0000 70 112
0111 0001 71 113
0111 0010 72 114
0111 0011 73 115
0111 0100 74 116
0111 0101 75 117
0111 0110 76 118
0111 0111 77 119
0111 1000 78 120
0111 1001 79 121
0111 1010 7A 122
0111 1011 7B 123
0111 1100 7C 124
0111 1101 7D 125
0111 1110 7E 126
0111 1111 7F 127
1000 0000 80 128
1000 0001 81 129
1000 0010 82 130
1000 0011 83 131
1000 0100 84 132
1000 0101 85 133
1000 0110 86 134
1000 0111 87 135
1000 1000 88 136
1000 1001 89 137
1000 1010 8A 138
1000 1011 8B 139
1000 1100 8C 140
1000 1101 8D 141
1000 1110 8E 142
1000 1111 8F 143
1001 0000 90 144
1001 0001 91 145
1001 0010 92 146
1001 0011 93 147
1001 0100 94 148
1001 0101 95 149
1001 0110 96 150
1001 0111 97 151
1001 1000 98 152
1001 1001 99 153
1001 1010 9A 154
1001 1011 9B 155
1001 1100 9C 156
1001 1101 9D 157
1001 1110 9E 158
1001 1111 9F 159
1010 0000 A0 160
1010 0001 A1 161
1010 0010 A2 162
1010 0011 A3 163
1010 0100 A4 164
1010 0101 A5 165
1010 0110 A6 166
1010 0111 A7 167
1010 1000 A8 168
1010 1001 A9 169
1010 1010 AA 170
1010 1011 AB 171
1010 1100 AC 172
1010 1101 AD 173
1010 1110 AE 174
1010 1111 AF 175
1011 0000 B0 176
1011 0001 B1 177
1011 0010 B2 178
1011 0011 B3 179
1011 0100 B4 180
1011 0101 B5 181
1011 0110 B6 182
1011 0111 B7 183
1011 1000 B8 184
1011 1001 B9 185
1011 1010 BA 186
1011 1011 BB 187
1011 1100 BC 188
1011 1101 BD 189
1011 1110 BE 190
1011 1111 BF 191
1100 0000 C0 192
1100 0001 C1 193
1100 0010 C2 194
1100 0011 C3 195
1100 0100 C4 196
1100 0101 C5 197
1100 0110 C6 198
1100 0111 C7 199
1100 1000 C8 200
1100 1001 C9 201
1100 1010 CA 202
1100 1011 CB 203
1100 1100 CC 204
1100 1101 CD 205
1100 1110 CE 206
1100 1111 CF 207
1101 0000 D0 208
1101 0001 D1 209
1101 0010 D2 210
1101 0011 D3 211
1101 0100 D4 212
1101 0101 D5 213
1101 0110 D6 214
1101 0111 D7 215
1101 1000 D8 216
1101 1001 D9 217
1101 1010 DA 218
1101 1011 DB 219
1101 1100 DC 220
1101 1101 DD 221
1101 1110 DE 222
1101 1111 DF 223
1110 0000 E0 224
1110 0001 E1 225
1110 0010 E2 226
1110 0011 E3 227
1110 0100 E4 228
1110 0101 E5 229
1110 0110 E6 230
1110 0111 E7 231
1110 1000 E8 232
1110 1001 E9 233
1110 1010 EA 234
1110 1011 EB 235
1110 1100 EC 236
1110 1101 ED 237
1110 1110 EE 238
1110 1111 EF 239
1111 0000 F0 240
1111 0001 F1 241
1111 0010 F2 242
1111 0011 F3 243
1111 0100 F4 244
1111 0101 F5 245
1111 0110 F6 246
1111 0111 F7 247
1111 1000 F8 248
1111 1001 F9 249
1111 1010 FA 250
1111 1011 FB 251
1111 1100 FC 252
1111 1101 FD 253
1111 1110 FE 254
1111 1111 FF 255
81
81
Page 86
13
AA
3 IQT Approvals
Heading
82
82
Refer to actuator nameplate for unit specific approval details
European – Hazardous area
ATEX (94/9/EC) II 2 GD c
Ex d IIB T4 Gb, Ex tb IIIC T120°C Db IP68
Temperature -20 to +70°C (-4 to +158°F)
*Option -30 to +70°C (-22 to +158°F), *Option -40 to +70°C (-40 to +158°F),
*Option -50 to +40°C (-58 to +104°F)
Ex d IIC T4 Gb, Ex tb IIIC T120°C Db IP68
Temperature -20 to +70°C (-4 to +158°F)
*Option -30 to +70°C (-22 to +158°F), *Option -40 to +70°C (-40 to +158°F),
*Option -50 to +40°C (-58 to +104°F)
Ex de IIB T4 Gb, Ex tb IIIC T120°C Db IP68
Temperature -20 to +70°C (-4 to +158°F)
*Option -30 to +70°C (-22 to +158°F), *Option -40 to +70°C (-40 to +158°F),
*Option -50 to +40°C (-58 to +104°F)
Ex de IIC T4 Gb, Ex tb IIIC T120°C Db IP68
Temperature -20 to +70°C (-4 to +158°F)
*Option -30 to +70°C (-22 to +158°F), *Option -40 to +70°C (-40 to +158°F),
*Option -50 to +40°C (-58 to +104°F)
International – Hazardous area
IEC. Exd IIB T4
IEC60079-0 and IEC60079-1 for Exd IIB T4
Temperature -20 to +70°C (-4 to +158°F)
*Option -30 to +70°C (-22 to +158°F), *Option -40 to +70°C (-40 to +158°F),
*Option -50 to +40°C (-58 to +104°F)
IEC. Exd IIC T4
IEC60079-0 and IEC60079-1 for Exd IIC T4
Temperature -20 to +70°C (-4 to +158°F)
*Option -30 to +70°C (-22 to +158°F), *Option -40 to +70°C (-40 to +158°F),
*Option -50 to +40°C (-58 to +104°F)
USA – hazardous Area
FM. Class 1, Division 1, Groups C, D, E, F, G hazardous areas.
Factory Mutual - Explosionproof to NEC Article 500.
Temperature -30°C to +60°C (-22°F to +140°F).
*Option -40°C to +60°C (-40°F to +40°F).
*Alternative for Group B hazardous area. Temperatures as for Groups C and D.
Canada – hazardous Area
CSA EP. Class 1, Division 1, Groups C and D hazardous areas.
Canadian Standard Association - Explosionproof
Temperature -30°C to +70°C -22°F to +158°F).
*Option -50°C to +40°C (-58°F to +104°F).
*Alternative for Group B hazardous area. Temperatures as for Groups C and D.
International Non hazardous
WT: Standard watertight, BS EN 60529 :1992, IP68, 7 metres/72 hours.
Temperature -30°C to +70°C (-22°F to +158°F).
*Option -40°C to +70°C (-40°F to +158°F).
*Option -50°C to +40°C (-58°F to +104°F).
US – Non hazardous
NEMA 4, 4X and 6.
Temperature -30°C to +70°C (-22°F to +158°F).
*Option -40°C to +70°C (-40°F to +158°F).
*Option -50°C to +40°C (-58°F to +104°F).
Canada – Non hazardous
CSA WT: Canadian Standard Association –Watertight.
Wiring and components complying with CSA Enclosure 4 and 4X.
Temperature -30°C to +70°C (-22°F to +158°F).
*Option -40°C to +70°C (-40°F to +158°F).
*Option -50°C to +40°C (-58°F to +104°F).
Rotork can supply actuators to national standards not listed above.
For details please contact Rotork.
Page 87
13
IQT Approvals cont.
Refer to actuator nameplate for supply voltage and wiring diagram for
applicable transformer type.
In order to maintain hazardous area certification only the fuses listed
below may be used:
Terminal Cover/Gearcase 0.15 26.7 All Types and SizesTerminal Bung Gearcase (IIB) 0.20 25.9 All Types and Sizes
Terminal Bung Gearcase (IIC) 0.115 25.9 All Types and Sizes
Electrical Cover/Gearcase 0.15 26.2 All Types and Sizes
Motor Cover/Gearcase 0.15 25.6 All Types and Sizes
Motor Shaft/Motor Shaft Shroud 0.24 25.2 All Types and Sizes
Motor Shaft Shroud/Gearcase -0.05/0.00 25.0 All Types and Sizes
Encoder Shaft/encoder Shaft Shroud 0.24 25.2 All Types and Sizes
Encoder Shaft Shroud/Gearcase -0.05/0.00 25.0 All Types and Sizes
Note Negative Sign denotes an interference fit.
• The actuator must only be located where the risk of impact upon the window is low.
Flamepath Max. Gap (mm) Min Length (mm) Actuator Type and Size
Page 88
Appendix A
ELEPEt
Partial Stroke – Limit
Partial Stroke – Position
Partial Stroke – Timeout
84
The end of travel limit from which the
partial stroke test will start and end
must be set.
The default limit for partial stroke is
Open limit, under test the actuator will
automatically move closed from the
open limit to the set position and then
return to the open limit position.
To set the closed limit for partial stroke
[EL], Press the
from Open [EL OP] to Closed [EL CL].
+
or - key to change
PRESS THE KEY.
Partial Str oke
Limit: Op en
The display option will flash [Stored]
indicating it has been set.
A position can be set between 1%
and 97% to give a set point within the
travel to which the partial stroke runs.
To set the partial stroke position, Press
+
the
or - key to scroll between 1%
and 97%. A minimum 3% Stroke is
required from open limit to allow the
actuator to perform the partial stroke
adequately.
PRESS THE KEY.
Partial Str oke
Pos: 75 %
The display option will flash [Stored]
indicating it has been set.
The timeout function allows a
reasonable amount of time to be set
for the partial stroke to complete one
cycle. An alarm can be set to activate if
the stroke hasn’t been completed in the
set time. Refer to Section 9.2 (indication
contacts). The Partial Stroke timeout
must be set to a value greater than that
required to complete the Partial Stroke
under normal operating conditions.
To set the partial stroke timeout, press
+
the
or - key to scroll up or down in
10 second intervals.
Set the required time and
PRESS THE
KEY.
P.Str oke Tim eout
300 seco nds
The display option will flash [Stored]
indicating it has been set.
Page 89
Rotork Sales and Service
If your Rotork 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 listing of our worldwide sales
and service network is available on our
website at www.rotork.com
85
UK head office
Rotork Controls Limited
Brassmill Lane
Bath
BA1 3JQ
tel +44 (0)1225 733200
fax +44 (0)1225 333467
email mail@rotork.com
USA head office
Rotork Controls Inc
675 Mile Crossing Blvd
Rochester
NY 14624
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
APPOSITI TAPPI METALLICI.
ATENCION: LOS TAPONES ROJOS DE PLASTICO EN LAS ENTRADAS DE CABLE
SON UNICAMENTE PARA TRANSPORTE. PARA PROTECCION PERMANENTE
COLOCAR TAPONES METALICOS APROPIADOS.
ACHTUNG: DIE ROTEN PLASTIKSTOPFEN SIND NUR FÜR DEN TRANSPORT
GEEIGNET. FÜR DAVERHAFTEN SCHUTZ SIND DIESE GEGEN GEEIGNETE
BLINDSTOPFEN AUSZÜTAUSCHEN.
ATTENTION: LES BOUCHONS PLASTIQUES ASSURENT UNE PROTECTION
TEMPORAIRE. POUR UNE PROTECTION DEFINITIVE UTILISER DES BOUCHONS
METALLIQUES.
Formerly E175-3E. As we are continually
developing our products, the design of Rotork
actuators is subject to change without notice.
The latest product and technical information is
available at our website: www.rotork.com.
The name Rotork is a registered trade mark.
Rotork recognises all registered trade marks.
POWSH0111
Published and produced in the U.K. by Rotork Controls Ltd.
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