rotork IQT Series, IQT, IQTM, IQTF Installation And Maintenance Instructions Manual

IQT Range
Installation and
Maintenance Instructions

Publication number E175E
Date of issue 07/04

Please ensure that this publication is thoroughly read and understood

Addendum

For the latest information on
commissioning this actuator see
the addendum starting on p78.
Click HERE to go to addendum.

The Rotork Setting Tool allows actuator control, indication and protection functions
to be configured to suit site requirements. It is essential that all the actuator
settings are checked for compatibility with the 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.

This manual covers IQT range actuators:
* IQT - Operation of isolating/regulating 1/4 turn valves.

* IQTM - Operation of modulating 1/4 turn valves.
* IQTF - Operation of part-turn and slow speed multi-turn

valves.

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 1/4TURN 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

1

1 Health and Safety 2

3

2 Storage 3
3 Operating your IQ Actuator 3

3.1 Operating by Hand 3

3.2 Operating Electrically 3

3.3 Display – 4
Local Indication

3.4 Display – Alarm Indication 5

4 Preparing Drive Bush 7

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 Actuator 8

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

6 Cable Connections 10

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 Commissioning 11

7.1 The Setting Procedure 11

7.2 The Setting Tool 12

7.3 Entering the Actuator 13
Setting Procedure

7.4 Setting Mode – Password 13

7.5 New Password 13

7.6 Checking Mode 13

7.7 Procedure Branch – 14
Crossroad

7.8 The Actuator Display – 14
Setting/Checking Mode

7.9 Returning to Valve 14
Position Display

8 Commissioning –

Primary Functions 15

Primary Functions Contents 16

9 Commissioning –

Secondary Functions

25
Secondary Functions Contents 27
Default Options 60

10 Maintenance, Monitoring

and Troubleshooting

62

10.1 Help Screens 64

10.2 IrDA Diagnostics & Configuration 69

11 Weights and Measures 71

Binary, Hexadecimal and Decimal 72
Conversion Table

12 IQ Approvals 73

CONTENTS

Page Page

This manual is produced to enable a
competent user to install, operate,
adjust and inspect Rotork IQT range
valve actuators.

The electrical installation, maintenance
and use of these actuators should be
carried out in accordance with the
National Legislation and Statutory
Provisions relating to the safe use of
this equipment, applicable to the site of
installation.

For the UK: Electricity at Work
Regulations 1989 and the guidance
given in the applicable edition of the
“IEE Wiring Regulations’’ should be
applied. Also the user should be fully
aware of his duties under the Health
and Safety Act 1974.

For the USA: NFPA70, National Electrical
Code ® is applicable.

The mechanical installation should be
carried out as outlined in the manual
and also in accordance with relevant
standards such as British Standard
Codes of Practice. If the actuator has
nameplates indicating that it is suitable
for installation in Hazardous Gas Areas
then the actuator is suitable for use in
Zone 1 and Zone 2 (or Div 1 and Div 2)
explosive atmospheres only. It should

not be installed in atmospheres where
gases are present with an ignition
temperature less than 135°C, unless
suitability for lower ignition
temperatures has been indicated on the
actuator nameplate.

Any test instruments applied to the
actuator should be of equivalent
certification. 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
Gas Area certification.

No inspection or repair should be
undertaken unless it conforms to the
specific Hazardous Gas Area
certification requirements. Under no
circumstances should any modification
or alteration be carried out on the
actuator as this could invalidate the
conditions under which its certification
was granted.

Access to live electrical conductors is
forbidden in the hazardous area unless
this is done under a special permit to
work, otherwise all power should be
isolated and the actuator moved to a
non-hazardous area for repair or
attention.

Only persons competent by virtue of
their training or experience should be
allowed to install, maintain and repair
Rotork actuators. Work undertaken
must be carried out in accordance with
instructions in the manual. 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.

Thermostat Bypass

If the actuator is configured to bypass
the thermostat, when using the ESD
function, the hazardous area
certification will be invalidated.

Control and Indication

Where the actuator build allows remote
control and indication supplies higher
than 150V a.c. but below 300V a.c.
(refer to actuator wiring diagram) the
remote control and indication supplies
must be derived from a supply which is
designated as installation category
(overvoltage category) ll as defined in
BSEN 61010 (Safety Requirements For
Electrical Equipment for measurement,
control and laboratory use).

Enclosure Materials

IQT actuators are manufactured from
aluminium alloy with stainless steel
fasteners.

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 it’s operating
environment.

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.

WARNING: Operating by Hand

With respect to handwheel operation
of Rotork electric actuators, see
warning on p3.

2

Health and Safety

1

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.

3.1 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

(refer to Section 8

page 15).

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

3

3

Storage

2

Operating your
IQ Actuator

control only for Open and Close but
local Stop can still be used by turning
the red knob anti-clockwise.

3.3 Display–Local Indication

Fig. 3.2 The Actuator Display

The display consists of:

1. Red – position indication lamp

2. Yellow – position indication lamp

3. Green – position indication lamp

4. Liquid crystal display screen (LCD)

5. Infra-red sensors

6. Infra-red signal confirmation
indicator (Red)

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 a
“soft 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, yellow intermediate, and green
lamp signifies valve closed. Open and
closed colour functions can be reversed
on request.

Open

Red indicator and open symbol
displayed

Fig. 3.3

Mid Travel

Yellow indicator and percentage open
value displayed

Fig. 3.4

Closed

Green indicator and closed symbol
displayed

Fig. 3.5

With the main power supply switched
off, the liquid crystal display screen is
powered by a battery and continues to
display actuator position. However, the
battery does not support screen back­lighting, or position indicator lamps.

4

1

4

3

2

6

5

3.4 Display–Alarm Indication

The IQT display incorporates valve,
control system, actuator and battery
alarm indication in the form of four
display icons. Located in the top portion
of the display, each icon represents
certain alarm conditions. Standard help
screens are also available to assist in
determining the actuator operational
and alarm status (refer to Help Screens

page 64).

Valve Alarm

Fig. 3.6

The valve alarm icon, Fig 3.6, is
displayed when a valve problem causes
the actuator to “trip-off’’ due to the
configured torque value being
developed (refer to [tC]/[tO] pages
20/21).The possible causes are:

•

Valve tight or obstructed in mid travel.

• Valve stuck or jammed

• Valve process conditions changed
(increase in pressure, flow etc.)

Once the actuator has tripped off on
torque, electrical operation in the same
direction is inhibited. The icon will
remain displayed until movement in the
opposite direction takes place.

The valve alarm icon will not be
displayed when stopping at end of
travel for valves configured to torque
seat or torque back seat at end of
travel (refer to [C2]/[C3] pages 18/19).

Tr y handwheel operation of the valve to
‘‘feel’’ for stiffness (refer to page 3).

Control Alarm

Fig. 3.7

The control system alarm icon, Fig 3.7,
is displayed when the remote control
system maintains an active ESD or
interlock signal (the ESD, interlock
function or conditional control having
been enabled.)

Local and Remote operation will be
inhibited while an active ESD or
interlock signal is present (refer to [A1]

ESD Action page 30, [A8] External
Interlocks page 32 and Conditional
Control [A9] page 32.)

Investigate the operational conditions
of the actuator remote control system.

5

Actuator Alarm

Fig. 3.8

The actuator alarm icon, Fig. 3.8, is
displayed when an active actuator
alarm is present.

Electrical operation will be inhibited
while an alarm is present. The possible
causes are:

• Transformer thermostat tripped

• Battery low on power up*

• Power supply fault

*see Battery Alarm

(To identify the specific cause of the
alarm refer to Help Screens).

Battery Alarm

Fig. 3.9

The battery alarm icon, Fig. 3.9, is
displayed when the actuator detects its
battery as being low, discharged or
missing.

If, on power up, the actuator detects a
discharged battery and actuator power
loss inhibit feature [OS] is enabled
(refer to page 58), both battery and
actuator alarm icons (Fig.3.8 and 3.9)
will be displayed. Electrical operation
will be inhibited.

When the battery alarm icon
is displayed, the battery should be
replaced immediately (refer to page 62).

The actuator checks the battery status
at approximately 10 minute intervals.
After replacing a battery the alarm icon
will continue to be displayed until the
next check indicates the battery is
healthy. This may take up to 10
minutes.

6

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 publication
E110E 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
two possible positions, 180º 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.

7

Preparing Drive Bush

4

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
71 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.

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.

8

Mounting the Actuator

5

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 22.

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 22.

9

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
earth-phase 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.

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.

10

Cable Connections

6

7.1 The Setting Procedure

The Rotork IQ 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 Infra­Red Setting Tool. The Setting Tool is
certified Intrinsically Safe to allow
commissioning in hazardous areas.

All the commissioning functions are
stored in non-volatile memory in the
actuator. The Setting Tool enables the
user to view all the functions in turn via
the actuator display window. As each
function is viewed its setting can be
checked and, if required, changed
within the bounds of that function.

Commissioning may be carried out with
main power switched on or off. Refer
to page 15 for Power Off Setting.

The setting procedure is divided into
two stages:

1. Primary Functions

Settings for end of travel limit
actions, torque values, limit
positions etc.

2. Secondary Functions

Settings covering the control,
indication and optional
equipment functions.

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 9.17).

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

11

Commissioning

7

Position Display 50 This may be an open or closed symbol

or a percentage open value.

Q

To rque and Position Refer to Section 10.

Q

Password P?

O

PC

O

Ir

O

Ic

Q

Setting Branch cr

O

(crossroad)

Q

Primary Functions Secondary Functions

Direction Indication Contacts

Limit Actions Control Mode

To rque Values Options

Limit Positions Help Screens

Defaults

Note: The Primary Functions
must be commissioned first.

7.2 The Setting Tool

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. Q Key* Display next function down

2.

O

Key* Display next function across

3.

-

Key Decrease/change displayed function’s value or option setting

4.

+

Key Increase/change displayed function’s value or option setting

5. Key Enter displayed value or option setting

* Pressing the two arrow keys together returns the actuator display to the position

indication mode

Infra-red local operation (when enabled)

5. Key Stop actuator

6. Key Open actuator

7. Key Close actuator

8. Infra-red Transmitter Window

Fig. 7 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.

12

8

2

4

6

7

5

3

1

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 Q KEY.

The actuator display will change and
the Torque & Position display will be
seen. (For instantaneous torque &

position monitoring, refer to Section
10, page 62.)

PRESS THE Q KEY.

The actuator display will change and
the password protection display will
be seen.

The Actuator Function Settings

can be protected by the Use

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 displayed.

Use the

+

or -keys to scroll through 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.

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 OKEY.

The display will change to [PC]. Using the

+

or -key scroll through the available
passwords until the desired password is
displayed.

PRESS THE KEY.

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.

Password Display, Checking Mode

Once the procedure has been entered in
the required mode

PRESS THE Q KEY.

The procedure branch [Cr] (crossroad)
display

can now be seen (refer to Section

7.7 page 14).

13

7.7 Procedure Branch –
Crossroad [Cr]

To access the Primary Function settings

press the arrow Q key (refer to
Section 8 Commissioning Primary
Functions page 15).

To access the Secondary Function
settings press the arrow

O

key (refer
to Section 9 Commissioning Secondary
Functions page 25).

7.8 The Actuator Display –
Setting/Checking Mode

Actuator functions as laid out in the
Primary and Secondary commissioning
stages, can be individually displayed by
using the Setting Tool arrow keys.

The

Q arrow key will always display

the FIRST function on the next level
DOWN within the procedure.

The

O

arrow key will always display
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.

Actuator functions are displayed in
code form in the top portion of the
liquid crystal display screen.

The setting for the displayed function is
shown in the lower portion of the
screen. Depending on the actuator
function displayed, its setting may be
an option or a value. 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 key.
The setting will flash off and back on,
confirming its selection.

TOP PORTION

Function e.g.
tC = Torque Close

LOWER PORTION

Function Setting
e.g. Value = 40%

Typical Actuator Function Display

Setting Mode Enabled

7.9 Returning to
Valve Position Display

There are four 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

Q and

O

arrow keys

together.

3. Press the Q arrow key until the
display returns to position.

4. With any actuator function screen
displayed, select Remote control
using the red Local/Stop/Remote
selector.

14

Fig. 8

The actuator’s Primary Function 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.

ELECTRICAL OPERATION MUST NOT
TAKE PLACE UNTIL THE PRIMARY
SETTINGS HAVE BEEN MADE AND
CHECKED.

This instruction assumes setting mode
has been entered (refer to section 7.4
page 13).

Viewing the Primary
Function 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 Q key and,
when appropriate, the Okey, it is
possible to move through the
procedure, displaying the various
functions and their settings as shown in
Fig. 8.1 (refer to page 16).The right­hand side of Fig.8.1 explains the
function of each LCD display.

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 infra­red 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.

15

8

Commissioning –
Primary Functions

Viewing the Primary Function Settings

Position Display

50

(This may be an open or closed symbol or a % open value.)

Refer to Section 7

QQ

Commissioning

To rque and Position Display

QQ

P? OPC OIr OIc Password

O

Password ChangeOIrDAOCell Phone

QQ

cr Procedure Branch (crossroad)

QQ

c1 Oc2 Oc3 Direction to Close

O

Close ActionOOpen Action

QQ

tC OtO To r que Value Closing

O

To rque Value Opening

QQ

LC OLO Limit Closed

O

Limit Open

QQ

50 Position Display

Fig. 8.1 Primary Setting Function Displays

16

PRIMARY FUNCTIONS CONTENTS

page

C1 Direction to Close 17

C2 Close Action 18

C3 Open Action 19

tC Torque Value Closing 20

tO Torque Value Opening 21

LC Set Limit Closed 22

LO Set Limit Open 22

AA Actuator Speed Setting 23

The actuator can be configured to be clockwise or anti-clockwise to close.

Manually operate actuator and valve to
establish correct closing direction. If the
handwheel labelling is found to be
incorrect please apply to Rotork for
conversion labels.

50

Q

Q

P? OPC OIr OIc

Q

cr

Q

c1 Oc2 Oc3

Q

tC OtO

Q

LC OLO

Q

50

Using the +or -key, display character
conforming to correct closing direction.

[C] in the Setting Field Indicating

Clockwise to Close

[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,
indicating that it has been set.

PRESS THE OKEY.

17

Direction to Close

C1

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.

50

Q

Q

P? OPC OIr OIc

Q

cr

Q

c1 Oc2 Oc3

Q

tC OtO

Q

LC OLO

Q

50

Using the +or -key, display the
desired option.

[Ct] in the Setting Field Indicating

Close on Torque - defualt setting.

[CL] in the Setting Field Indicating

Close on Limit

Having selected the required option

PRESS THE KEY.

The displayed option will flash,
indicating that it has been set.

PRESS THE OKEY.

NOTE:

When set to close on torque,
the actuator will apply the value of
torque as set for [tC] in seating the
valve (refer to [tC] page 20).

18

Close Action

C2

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.

50

Q

Q

P? OPC OIr OIc

Q

cr

Q

c1 Oc2 Oc3

Q

tC OtO

Q

LC OLO

Q

50

Using the +or -key display the desired
option.

[Ot] in the Setting Field Indicates

Open on Torque - defualt setting.

[OL] in the Setting Field Indicates

Open on Limit

PRESS THE KEY.

The displayed option will flash,

indicating that it has been set.

PRESS THE OKEY.

NOTE:

When set to open on torque,
the actuator will apply the value of
torque as set for [tO] in back seating
the valve (refer to [tO] page 21).

19

Open Action

C3

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, in 1%
increments.

50

Q

Q

P? OPC OIr OIc

Q

cr

Q

c1 Oc2 Oc3

Q

tC OtO

Q

LC OLO

Q

50

Using the +and -keys display
recommended value. In the absence of
a recommended torque value, try a low
setting and increase until satisfactory
valve operation is achieved.

PRESS THE KEY.

The displayed value will flash, indicating
that it has been set.

Should the set value of torque be
developed in closing, the actuator will
torque trip and stop.

PRESS THE OKEY.

NOTE: Rated torque is quoted on the

actuator nameplate.

40% of Rated Torque

99% of Rated Torque

Rated Torque

20

To rque Value Closing

tC

The value of torque available in the
open direction can be configured. Refer
to valve manufacturer for
recommended value.

50

Q

Q

P? OPC OIr OIc

Q

cr

Q

c1 Oc2 Oc3

Q

tC OtO

Q

LC OLO

Q

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 (refer to [C3] page 19)

unless back seating at Rated torque is
acceptable.

Using the

+

and -keys display the

recommended torque value.

In the absence of a recommended
torque value, try a low setting and
increase until satisfactory valve
operation is achieved.

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, indicating
that it has been set.

Should the set value of torque be
developed in opening, the actuator will
torque trip and stop.

PRESS THE Q KEY.

40%

99%

Rated

Boost

In checking mode, on pressing the

Q

key after reviewing open torque setting,
the display will revert to valve position.

21

To rque Valve Opening

tO

NOTE: It is possible to set the Open

Limit Position [LO] first.

50

Q

Q

P? OPC OIr OIc

Q

cr

Q

c1 Oc2 Oc3

Q

tC OtO

Q

LC OLO

Q

50

NOTE:

When in checking mode Set

Limit Closed [LC] does not appear.

With [LC] displayed

Limit Closed

Move valve manually to the closed
position. Allow for overrun by winding
actuator output open by two
handwheel turns.

PRESS THE KEY.

The two bars will flash and the closed
indicator lamp will illuminate, indicating
closed limit position has been set.

PRESS THE OKEY.

To check closed limit position hand
wind valve open until the amber lamp
illuminates. Wind valve back closed
until the closed lamp illuminates.

50

Q

Q

P? OPC OIr OIc

Q

cr

Q

c1 Oc2 Oc3

Q

tC OtO

Q

LC OLO

Q

50

NOTE:

When in checking mode Set

Limit Open [LO] does not appear.

With [LO] displayed

Limit Open

Move valve manually to the open
position. Allow for overrun by winding
actuator output closed by two
handwheel turns.

PRESS THE KEY.

The two bars will flash and the open
indicator lamp will illuminate, indicating
open limit position has been set.

PRESS THE Q KEY.

The open symbol (refer to Fig. 3.3.
page 4) should now appear.

22

Set Limit Closed

LC

Set Limit Open

LO

With [AA] displayed

Use the

+

and -key to select the
required actuator operating time. The
settings are displayed in hexadecimal
and can be related to the actuator
speed as shown in Fig 8.2.

PRESS THE KEY.

The displayed value will flash, indicating
that it has been set.

All speed settings are adjustable in unit
increments of hexadecimal. Any value
of hex outside of the range stated will
not be accepted into the actuator
memory.

% Speed Hex Setting

25 19
30 1E
35 23
40 28
45 2D
50 32
55 37
60 3C
65 41
70 46
75 4B
80 50
85 55
90 5A
95 5F

100 64

Fig 8.2

NOTE: Mains power has to be on

for speed setting to be carried out.

23

Speed Setting

AA

Positional Display

Q

Q

P?

OPCOIrO

Ic

Q

Contact Function

cr

O

Contact S1

r1

Q

Contact S2

r2

Q

Contact S3

r3

Q

Contact S4

r4

Q

ESD Action

Control Mode
Configuration

A1

Q

Extra Indication Folomatic Remote Bus

Contacts CPT

Remote Control Control Source

System

Option Selection OE O OI O OF O Od O OP

[On]

Q

PA

Q

50

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 [O

n], using

the +and -key.

After this setting, proceed to screen [AA].

IrDA

comms

Primary

Functions

IQT Speed

Setting

AA

Q

Cell

Phone