rotork IQT, IQTM, IQTF Installation And Maintenance Instructions Manual

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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.

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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.

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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.

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Page

1 Health and Safety 2

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

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

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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.

Health and Safety

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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

Storage

Operating your IQ Actuator

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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.

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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.

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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.

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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.

Preparing Drive Bush

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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.

Mounting the Actuator

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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.

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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.

Cable Connections

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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

Commissioning

Position Display 50 This may be an open or closed symbol

or a percentage open value.

To rque and Position Refer to Section 10.

Password P?

Setting Branch cr

(crossroad)

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.

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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

Key* Display next function across

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

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.

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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).

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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

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

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

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

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.

Page 19

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.

Commissioning – Primary Functions

Page 20

Viewing the Primary Function Settings

Position Display

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

Refer to Section 7

Commissioning

To rque and Position Display

P? OPC OIr OIc Password

Password ChangeOIrDAOCell Phone

cr Procedure Branch (crossroad)

c1 Oc2 Oc3 Direction to Close

Close ActionOOpen Action

tC OtO To r que Value Closing

To rque Value Opening

LC OLO Limit Closed

Limit Open

50 Position Display

Fig. 8.1 Primary Setting Function Displays

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.

Page 21

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.

P? OPC OIr OIc

c1 Oc2 Oc3

tC OtO

LC OLO

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.

Direction to Close

Page 22

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.

P? OPC OIr OIc

c1 Oc2 Oc3

tC OtO

LC OLO

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).

Close Action

Page 23

IQTF actuators can be configured to close on torque or limit. Refer to valve manufacturers instructions.

P? OPC OIr OIc

c1 Oc2 Oc3

tC OtO

LC OLO

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).

Open Action

Page 24

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.

P? OPC OIr OIc

c1 Oc2 Oc3

tC OtO

LC OLO

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

To rque Value Closing

Page 25

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

P? OPC OIr OIc

c1 Oc2 Oc3

tC OtO

LC OLO

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

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

To rque Valve Opening

Page 26

NOTE: It is possible to set the Open

Limit Position [LO] first.

P? OPC OIr OIc

c1 Oc2 Oc3

tC OtO

LC OLO

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.

P? OPC OIr OIc

c1 Oc2 Oc3

tC OtO

LC OLO

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.

Set Limit Closed

Set Limit Open

Page 27

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.

Speed Setting

Positional Display

OPCOIrO

Contact Function

Contact S1

Contact S2

Contact S3

Contact S4

ESD Action

Control Mode Configuration

Extra Indication Folomatic Remote Bus

Contacts CPT

Remote Control Control Source

System

Option Selection OE O OI O OF O Od O OP

[On]

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

Cell

Phone

Page 28

P? OPC OIr OIc

c1 Oc2 Oc3

tC OtO

LC OLO

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.

Return to Positional Display

Page 29

Fig. 9

The Secondary Functions can be configured to suit site control and indication requirements. It is important that Primary Functions such as limits and torque switch settings are set before work commences on commissioning the Secondary Functions. The layout of the Secondary Functions accessed with the Setting Tool are detailed in Fig. 9.1. To successfully commission the Secondary Functions, 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.

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 by one turn (refer to section 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.

Commissioning – Secondary Functions

Page 30

Positional Display

OPCOIrO

Contact Function

Value Contact Form

Contact S1

Contact S2

Contact S3

Contact S4

ESD ESD Thermostat ESD Overide ESD Override Maintained 2-wire External Conditional Torque Switch

ESD Action Contact Type Bypass Interlocks Local Stop Local Control Control Interlocks Control Bypass

Control Mode Configuration

A1 O A2 O A3 O A4 O A5 O A6 O A7 O A8 O A9 O At

Extra Indication Folomatic Remote Bus Interrupter Setting Tool Power Loss

Contacts CPT

Remote Control Control Source

System Timer Local Control Inhibit

Option Selection OE O OI O OF O Od O OP O OJ O Or O OS

Option Functions - If OE, OF, OP, or OJ are fitted and selected “ON” their appropriate set-up screens will be inserted here.

Help Screens H1 O H2 O H3 O H4 O H5 O H6 O H7 O H8 O H9

Default Option d1 O d2

Return to Positional Display Fig. 9.1 Secondary Functions

IrDA

comms

Primary

Functions

Cell

Phone

Page 31

Having established that the Primary Functions have been correctly set, the Secondary Functions can now be configured to suit site control and indication requirements.

It is possible to move through the various Secondary Functions as shown in Fig. 9.1 using the

O

and Q 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.

In order to display the Secondary Functions it is necessary to press the

Qkey until [Cr] appears.

If you have chosen to enter Secondary Functions in the checking mode the display will be as Fig. 9.2.

If you have chosen to enter Secondary Functions in the setting mode the display will be as Fig. 9.3 (refer to Section 7).

Fig. 9.2 Fig. 9.3

PRESS THE O KEY.

9.1

SECONDARY FUNCTIONS CONTENTS

page

9.0 Commissioning Secondary Functions 25

9.1 Accessing the Secondary Settings 27

9.2 Indication Contacts S1, S2, S3 and S4 28

9.3 Control Mode Configuration 30

9.4 Option Extra Indication Contacts S5–S8 33

9.5 Option CPT (Current Position Transmitter) 34

9.6 Option Folomatic Remote Control 35

9.7 Remote Control Source 38

9.8 Bus System Option Pakscan 39

9.9 Bus System Option Modbus 43

9.10 Bus System Option Profibus DP 47

9.11 Bus System Option DeviceNet 51

9.12 Bus System Positioning Control Settings 54

9.13 Option Interrupter Timer 56

9.14 Setting Tool Local Control 58

9.15 Inhibit Operation After Power Loss 58

9.16 Actuator Type Setting 59

9.17 Default Options 60

9.18 Default Options 61

10.0 Maintenance,Monitoring and Troubleshooting 62

10.1 Help Screens 64

10.2 IrDA Diagnostics and Configuration 69

Accessing the Secondary Functions

Page 32

Contact S1 - Function

Contact S1 - Value

Indication contacts S1 [r1], S2 [r2], S3 [r3] and S4 [r4] may each be set to trip for any one of the following functions:

Code Function

[CL] closed end position [OP] open end position [Po] intermediate position [tC] torque trip close [tO] torque trip open [tt] torque trip any position [tl] torque trip mid travel [dC] actuator closing [dO] actuator opening [d?] actuator rotating [St] motor stalled [bA] battery low [HA] hand operation [bL] blinker [LS] local stop [Ol] open interlock [Cl] close interlock [lL] interlock active [ES] ESD signal [LP] lost phase [Lo] local selected [

rE] remote selected

[AA] actuator alarm *

[24] 24V power failure [

rr] motor running

[UA] Valve alarm* [Ht] thermostat tripped [CA] Control alarm* [

rP] relay parity

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.

Unless specified with order, the default settings for indication contacts are as follows:

S1 – [CL] closed end position [no]

S2 – [OP] open end position [no]

S3 – [CL] closed end position [nc]

S4 . [OP] open end position [nc]

* Contact alarm indication will operate under the same conditions as the display alarm indication icons (refer to page 5 for information).

Using the

or -key display the desired

function.

PRESS THE KEY.

The displayed function will flash indicating that it has been set.

Contact S1 Configured to Trip

at Valve Closed Limit

PRESS THE O KEY.

When the S contact function is set to [P0], the required intermediate position value must be set.

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

or -key, display the

required value.

PRESS THE KEY.

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

Value Set to Indicate

25% Open

PRESS THE O KEY.

9.2

Indication Contacts S1, S2, S3 and S4

Page 33

Use the +or -keys to select between

[nO] (normally open) and [nC]

(normally closed).

PRESS THE KEY.

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

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

PRESS THE Q KEY.

(Refer to Fig 9.1)

Contact S1 Contact Form

Page 34

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 60.

If it is necessary to change the configuration follow the instructions in this section.

There are 10 configurable control functions:

A1 ESD action

A2 ESD contact type

A3 ESD thermostat bypass

A4 ESD override interlock

A5 ESD override local stop

A6 Maintained local control

A7 2-wire remote control

A8 External interlocks

A9 Conditional Control

At Torque switch bypass.

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 transformer 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

or -key to select the

required ESD action:

[CL] Close on ESD

[SP] Stay put on ESD

[OP] Open on ESD

PRESS THE KEY.

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

ESD Set to Close

The default setting for ESD Contact Type is [

nO].

The actuator responds to a remote control ESD signal derived from a normally open contact making. For ESD, where a remote control ESD signal is derived from a normally closed contact breaking, the signal being removed, press the

or -key.

The display will change to [

nC].

PRESS THE KEY.

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

Actuator Responds to a Remote,

Normally Open ESD Contact

Making (Signal Applied)

Note: If Folomatic analogue control is required A2 must be set to [

nO].

The default setting for Thermostat Bypass is [OF] during ESD. The thermostats remain in circuit and enabled during ESD.

The 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 while the thermostats are bypassed.

A3 should be set to reflect the factory set configuration of thermostat bypass.

During an ESD event:

[A3]=[OF] thermostats enabled

[A3]=[O

n] thermostats bypassed

Thermostats Enabled During ESD

9.3

ESD Action

ESD Contact Type

A2 A3

Control Mode Configuration

ESD Thermostat Bypass

Page 35

The default setting for ESD Override Interlocks is [OF]. 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

key. The display will change to [On].

PRESS THE KEY.

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

ESD Override Interlock – Off

The default setting for ESD Override Local Stop is [OF]. ESD will not 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

key. The display will change to [On].

PRESS THE KEY.

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

ESD Override Local Stop – Off

The default setting for Local Actuator Pushbutton control is self-maintained

n].

If non-maintained actuator pushbutton control is required (jogging, inching, push to run), press the

or -key. The

display will change to [OF].

PRESS THE KEY.

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

Self-Maintained Local Control

The default setting for 2-wire Remote Control is Stayput [SP]. If a open and closed remote control signal are applied simultaneously the actuator will stayput (stop if running). Refer to actuator wiring diagram or publication E120E.

Use the

or -key to select the

required priority:

[OP] Open

[SP] Stay put

[CL] Close

PRESS THE KEY.

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

2-wire Control – Stayput Priority

ESD Override Interlocks

ESD Override Local Stop

Maintained Local Control

2-wire Remote Control

Page 36

Actuators are delivered with the interlock facility disabled [OF] Refer to the actuator wiring diagram or publication E120E for interlock control circuits.

To enable remote external interlocks press the

or -key.

The display will change to [O

n].

PRESS THE KEY.

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

Interlocks 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.

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

n].

Interlock signals are not required for local operation.

The default setting for conditional control is [OF]. To enable conditional control press the

or -key.The display

will change to [On].

PRESS THE KEY.

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

Conditional Control Off

The default setting for Torque Switch Bypass is [OF], the torque switches are not bypassed during the unseating movement.

To bypass the torque switches during the unseating movement press the

key.

The display will change to [O

n].

PRESS THE KEY.

The displayed option will flash 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], see page 20 and [tO] page 21.

Torque Switch Bypass Off

External Interlocks

Conditional Control

To rque Switch Bypass

Page 37

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 28).

Unless specified with order the default setting for the extra indication contacts will be as follows:

S5 [r5] Close limit indication

S6 [r6] Open limit indication

S7 [r7] To r que trip mid travel

S8 [r8] Remote control selected

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.

The action of turning on the Extra Contact Option makes an additional series of set-up screens available

Enabled Disabled

Extra Contact Set-up Displays

Press the

or -key to select the Extra

Contact Option set-up screens [O

n].

PRESS THE KEY.

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

PRESS THE Q 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 28).

9.4

Option Extra Indication Contacts

Display Extra Contact Set-up Screens

Page 38

Setting instructions for actuators including a CPT providing 4-20 mA 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)

20mA Output will Correspond to

Actuator Fully Open

If 20mA is required to correspond to actuator closed use the

or -key to

change to [LO].

PRESS THE KEY.

The displayed option will flash indicating that the option has been set.

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 35).

9.5

Option CPT [OI] (Current Position Transmitter)

Page 39

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 can be turned OFF to provide extra security.

Once selected ON the option function displays allow commissioning of the Folomatic to be undertaken.

NOTE: Tu rning ON/OFF the Folomatic

set-up screens (when fitted) does not affect its operation.

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 set point signal connected to terminals 26(+ve) and 27(-ve) (refer to wiring diagram).

Before commissioning of the Folomatic functions can begin, the Folomatic Feedback must be set to suit the applied set point signal.

With [HI] displayed, an increasing set point signal will correspond to valve opening.

If a high set point signal is required to correspond to valve closing use the

key to change to [LO].

PRESS THE KEY.

The displayed option will flash 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

O key to access the

Folomatic set-up display [OF].

The action of turning on the Folomatic option makes an additional series of settings available.

Folomatic Folomatic

Set-up Screens Set-up Screens

OFF ON

Use the +or -key to select Folomatic

Display [On].

PRESS THE KEY.

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

Press the

Q key to access the

Folomatic set-up displays.

9.6

Option Folomatic Remote Control

Folomatic Feedback

OI 9.4

Display Folomatic Set-up Screens

Page 40

Using the +or -key select [ l] for current set point signal or [ U] for voltage set point signal.

Current Mode Selected

PRESS THE KEY.

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

Press the

O key to display [Fr].

Using the

or -key select [05], [10] or

[20] to correspond with the set point

signals within the range of 0–5mA or volts, 0–10mA or volts or 0–20mA or volts (i.e. 4–20mA).

0–20mA or Voltage

Range Selected

PRESS THE KEY.

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

Press the

O key to display [FL].

APPLY MINIMUM SET POINT SIGNAL

Using the +or -key select:

[

][ ] = valve closed

[01] to [99] = percent open [] = valve open

to correspond with the LOW set point signal.

Valve Closed

on LOW Signal

PRESS THE KEY.

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

Press the

O key to display [FH].

APPLY MAXIMUM SET POINT SIGNAL

Using the +or -key select:

[

][ ] = valve closed

[01] to [99] = percent open [] = valve open

to correspond with the HIGH set point signal.

Valve Open

on HIGH Signal

PRESS THE KEY.

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

Press the

O key to display [Fd].

Set Point Signal Type

Set Point Signal Range

Valve Position LOW Set Point

Valve Position HIGH Set Point

Page 41

If the actuator hunts or responds unnecessarily to a fluctuating set point signal the deadband must be increased. If more accurate control is required the deadband may be decreased.

Use the

or -key to select 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%.

Deadband Set to 1.2%

of Valve Stroke

PRESS THE KEY.

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

Press the

O key to display [Ft].

The motion inhibit timer introduces a delay in the actuator response to a rapidly fluctuating set point signal, preventing unnecessary movement.

Once the system stabilises the actuator will respond to steady changes in the set point signal as necessary.

Use

or -key to adjust motion inhibit 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 58).

Motion Inhibit

Time Set to 5 Seconds

PRESS THE KEY.

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

Press the

O key to display [FA].

Use

or -key to enable [On] or disable

[OF] action on loss of set point signal.

n] – Failsafe as determined by [FF].

[OF] – Failsafe to position

corresponding to low set point.

Enabled

PRESS THE KEY.

The displayed option will flash 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 4–20 mA.

Press the

O key to display [FF].

Failsafe action when [FA] enabled.

Use

or -key to select, on loss of set

point signal:

[Lo] – move valve to position

corresponding to minimum set point.

[SP] – stayput on loss of set point.

[Hl] – move valve to position

corresponding to maximum set point.

PRESS THE KEY.

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

Commissioning of the Folomatic is now complete. Remote control may be selected.

Motion Inhibit Timer Adjustment

Deadband Adjustment

Action On Loss of Set Point Signal

Failsafe Action

Page 42

The available forms of remote control are listed below:

Standard hardwired control Analogue control-Option Folomatic Network control including:

Option Pakscan Option Modbus Option Profibus

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] Standard hardwired remote

control.

[bO] Option Folomatic.

[OP] Options Pakscan, Profibus,

Modbus, Foundation Fieldbus or DeviceNet.

[OF] All remote control disabled

(Actuator available for local control only).

To change the remote source press the

or -key until the required setting is

displayed.

PRESS THE KEY.

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

Standard Hardwired

Remote Control

Remote Control Source

9.7

Remote Control Source

Page 43

Setting instructions for actuators including an optional Pakscan Field Control Unit – check wiring diagram for inclusion.

Before setting the parameters for Option Pakscan ensure Remote Control Source [Od] has been selected to [oP] in Section 9.7.

Pakscan set-up screens can be turned off to provide extra security. The action of turning screens on or off does not affect its operation.

Use the

or -key to turn on Pakscan

set-up screens.

Pakscan Set-up Screens ON

PRESS THE KEY.

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

Press the

Q key to display the Pakscan

set-up screens.

The actuator Pakscan Field Control Unit must be allocated a unique loop address.

The actuator must be in “Loopback” 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.

Using the

or -keys display the

required loop address.

Address to be set within the range 01–F0 Hexadecimal. (refer to table on page 72).

PRESS THE KEY.

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

Press the

O key to display [Pb].

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” 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.

Continued

9.8

Bus System Option Pakscan [OP]

Pakscan Address

PA Pb

Pakscan Baud Rate

Page 44

Using the +or -keys display the required baud rate.

01 = 110 baud

03 = 300 baud

06 = 600 baud

12 = 1200 baud

24 = 2400 baud

2400 baud rate set

PRESS THE KEY.

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

Press the

O key to display [PF].

Pakscan Baud Rate

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 72 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)

Pakscan Remote Auxiliary Input

Page 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 30).

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.

5. Remote I/P Setting

Ensure that the correct [Od] setting is selected (refer to page 38).

For Pakscan this is [oP].

The factory default for [PF] is [OF].

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]

Pakscan Remote Auxiliary Input

Page 46

Using the +or -keys display the required mask setting.

Auxiliary Input Mask [OF]

PRESS THE KEY.

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

If Pakscan positioning control is required, return to the position display by pressing

Q and O keys together.

Display [OF] (refer to page 54).

Setting [PP] is not used by Pakscan. Entered settings will be ignored.

Pakscan Remote Auxiliary Input

Page 47

Setting instructions for actuators including an optional Modbus RTU module – check wiring diagram for inclusion.

Before setting the parameters for Option Modbus ensure Remote Control Source [Od] has been selected to [oP] in Section 9.7.

Modbus module set-up screens can be turned off to provide extra security. The action of turning screens on or off does not affect its operation.

Use the +or -keys to turn on Modbus set-up screens.

Modbus Set-up Screens [O

PRESS THE KEY.

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

Press the

Q key to display the Modbus

set-up screens.

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

or -keys display the

required address.

Address to be set within the range 01 to F7 Hexadecimal (refer to page 72 for conversion). If an address value outside this range is entered, the address set will revert to 01 (for 00) or F7 (for value above F7).

PRESS THE KEY.

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

Press the

O key to display [Pb].

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.

Using the or keys display the required baudrate:

[01] 110 [03] 300 [06] 600 [12] 1200 [24] 2400 [48] 4800 [96] 9600 [19] 19200 [38] 38400

2400 Baud

PRESS THE KEY.

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

Press the

O key to display [PF].

9.9

Bus System Option Modbus [OP]

Modbus Address

Modbus Baudrate

Page 48

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 72 for Binary, Hexadecimal and Decimal Conversion Table).

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.)

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.

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 30).

Modbus Remote Auxiliary Input

Page 49

Using the or keys display the required mask setting.

Auxiliary Input Mask [OF]

PRESS THE KEY.

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

Press the

O key to display [PP].

Where Modbus parity bit detection is used the module must be set with the parity bit setting of the host.

Using the

or -keys display the

required parity bit:

[

no] No parity bit

[En] Even parity bit

[Od] Odd parity bit

No Parity Bit

PRESS THE KEY.

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

Continued

Modbus Remote Auxiliary Input

Modbus Parity

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).

5. Remote I/P Setting

Ensure that the correct [Od] setting is selected (refer to page 38).

For Modbus this is [

rE].

The factory default for [PF] is [OF].

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]

Page 50

For Modbus module positioning settings and action on loss of signal setting [OF] (refer to page 54).

If Modbus positioning control and action on loss of communication are required, return to the position display by pressing

Q and O keys together.

Display [OF] (refer to page 54).

Page 51

Setting instructions for actuators including an optional Profibus DP module – check wiring diagram for inclusion.

Before setting the parameters for Option Profibus ensure Remote Control Source [Od] has been selected to [oP] in Section 9.7.

Profibus module set-up screens can be turned off to provide extra security. The action of turning screens on or off does not affect its operation.

Use the +or -keys to turn on Profibus set-up screens.

Profibus set-up screens [O

PRESS THE KEY.

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

Press the

Q key to display the Profibus

set-up screens.

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

or -keys display the

required address.

Address to be set within the range 01 to 7E Hexadecimal (refer to page 72 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).

PRESS THE KEY.

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

Press the

O to display [Pb].

9.10

Bus System Option Profibus DP [OP]

Profibus Address

Page 52

Proflags 2 setting determines the port used for communication and whether the host has the ability to change the Profibus module address.

Using the

or -keys display the

required setting:

Set: Port Host address change

[01] 2 disabled [03] 1 disabled [06] 2 enabled [12] 1 enabled

The default setting is [12]. On failure to establish communication the setting will cycle between [12] and [06] at 4

minute intervals until communication is established.

Port 1, Host Enabled

PRESS THE KEY.

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

The power to the actuator must now be cycled in order for the Proflags 2 setting to take effect.

Press the O key to display [PF].

Profibus Proflags 2

Pb 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 72 for Binary, Hexadecimal and Decimal Conversion Table).

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.)

Page 53

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.

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 30).

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).

5. Remote Source Setting [Od]

Ensure that the correct [Od] setting is selected (refer to page 38).

For Profibus this is [OP].

The factory default for [PF] is [OF]

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]

Profibus Remote Auxiliary Input

Page 54

Using the +or-keys display the required mask setting.

Auxiliary Input Mask OF

PRESS THE KEY.

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

If Profibus positioning control and action on loss of communication are required, return to the position display by pressing

Q and O keys together.

Display [OF] (refer to page 54).

Setting [PP] is not used by Profibus. Entered settings will be ignored.

Profibus Remote Auxiliary Input

Page 55

Setting instructions for actuators including an optional DeviceNet DFU module – check wiring diagram for inclusion.

DeviceNet module set up screens can be turned off to provide extra security. The action of turning screens on or off does not effect its operation.

Use the

+or-

key to turn on

DeviceNet set up screens.

DeviceNet Set-up Screens ON

PRESS THE KEY.

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

Press the

Q key to display the

DeviceNet set up displays.

The DeviceNet module must be allocated a unique address.

Using the

+or-

keys display the

required address.

Address to be set within the range 01 to 3F Hexadecimal. See page 72 for conversion. If an address value outside this range is entered, the address set will revert to 01 (for 00) or 3F (for value above 3F).

PRESS THE KEY.

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

Press the

O key to display [Pb].

The DeviceNet module must be set to the DeviceNet highway baudrate.

Using the

+or-

keys display the

required baudrate:

[01] 125 k baud

[03] 250 k baud

[06] 500 k baud

PRESS THE KEY.

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

Press the

O key to display [PF].

Option DeviceNet

9.11

DeviceNet Address

DeviceNet Baudrate

Page 56

Press the O key to display [PF].

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.

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.)

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.

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 30).

DeviceNet Remote Auxiliary Input

Page 57

Using the +or-keys display the required mask setting.

Auxiliary Input Mask OF

PRESS THE KEY.

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

Press the

O key to display [PP].

This option is not used by the DeviceNet DFU Module.

No Parity Bit

PRESS THE KEY.

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

DeviceNet Parity

AAPF

DeviceNet Remote Auxiliary Input (continued)

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).

5. Remote I/P Setting

Ensure that the correct “Od” setting is selected (refer to page 38).

For DeviceNet this is [OP].

The factory default for [PF] is [OF].

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]

Page 58

If the system control strategy for Pakscan, Modbus or Profibus requires intermediate valve travel positioning, certain control parameters need to be checked: the Limited Range Position Settings, the Motion Inhibit Time and its Deadband. There are an additional two ‘‘Action on Loss of Signal’’ parameters relating only to Modbus and Profibus systems that also need to be checked.

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] and [FH] screens.

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.

Bus system positioning control set-up screens can be suppressed to provide extra security.

Use the

+or-

key to turn on the

positioning set-up screens.

Bus System Positioning Control

Screens [O

PRESS THE KEY.

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

Press the

Q key to display Bus System

Positioning Control Settings.

Once [FI] is displayed, press the

O key

to display [FL].

[FL] is the position to which the

actuator will move if a 0% command is sent and is the position at which the actuator will report 0% to the host.

The default setting is for 0% to be the Close limit.

If altered, it is possible that the position indicated by the actuator display will differ to that indicated by the host.

Use the

+or-

key to select the desired

valve position for a 0% command.

0% DV = Valve Closed

PRESS THE KEY.

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

Press the

O key to display [FH].

[FH] is the position to which the

actuator will move if a 100% command is sent and is the position at which the actuator will report 100% to the host.

The default setting is for 100% to be the Open limit.

If altered, it is possible that the position indicated by the actuator display will differ to that indicated by the host.

Use the

+or-

key to select the desired

valve position for a 100% command.

100% DV = Valve Open

PRESS THE KEY.

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

Press the

O key to display [Fd].

9.12

Bus System Positioning Control Settings

Display Bus System Positioning Set-up Screens

Bus System Valve Position at 0% DV

Bus System Valve Position at 100% DV

Page 59

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

+or-

key to display the

required setting:

[00] to [99] – 0% to 9.9% of valve stroke.

2.5% Deadband

PRESS THE KEY.

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

Press the

O key to display [Ft].

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

+or-

key to display the

required setting:

[02] to [99] – 2 to 99 seconds.

5 Second MIT

PRESS THE KEY.

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

Press the

O key to display [FA].

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 checks for a loss of communications addressed specifically to itself.

The default setting is off [OF] and the default timeout is 255 sec.

Use the

+or-

key to display the

required setting:

Failsafe determined by setting [FF]

[OF] No failsafe action

Failsafe Action Enabled

PRESS THE KEY.

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

Press the

O key to display [FF].

Modbus, Profibus & DeviceNet failsafe action when [FA] is enabled.

Use the

+or-

key to display the

required setting:

[Lo] Close valve

[SP] Stay put

[HI] Open valve

Failsafe Close

PRESS THE KEY.

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

Bus System Deadband Adjustment

Bus System Motion Inhibit Time (MIT)

Modbus, Profibus & DeviceNet Action on Loss of Signal

Modbus, Profibus & DeviceNet Failsafe Action

Page 60

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.

When fitted, the timer will be made available for operation.

The Interrupter cannot be enabled or disabled using the Setting Tool.

Interrupter Timer Interrupter Timer

Disabled Enabled

When the timer option is available an additional series of settings can be accessed by pressing the Q key.

NOTE: If the timer option is not

available pressing the Q key will not access setting.

Press the

Q key to display interrupter

timer set-up screens.

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

+or-

key.

The display will change to [OP].

PRESS THE KEY.

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

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

O key to display [JC].

Using the

+or-

key select the position

for the TIMER TO START WHEN THE

VALVE IS CLOSING.

[

][ ] = valve closed

[01] to [99] = percentage open [] = valve open

Timer Set to Start Pulsing when

Closing Valve Reaches 25% Open

PRESS THE KEY.

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

If the timing is not required in the closing stroke select [JC] to [

][ ] valve

closed position.

Press the

O key to display [JO].

9.13

Option Interrupter Timer

Interrupter Timer Enabled/Disabled

9.13

Interrupter Timer Direction

9.13

Position in Valve Closing Stroke for Timer to Start

Page 61

Using the +or-key select the position for the TIMER TO STOP WHEN THE

VALVE IS OPENING.

[

][ ] = valve closed

[01] to [99] = percentage open [] = valve open

Timer Set to Stop Pulsing

when Opening Valve

Reaches 25% Open

PRESS THE KEY.

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

If timing is not required in the opening stroke select [JO] to [

][ ].

Press the

O key to display [Jn].

Using the

+or-

key select the actuator

run period in the range 1–99 seconds.

Actuator Run Period

Set for 5 Seconds

PRESS THE KEY.

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

Press the

O key to display [JF].

Using the

+or-

key select the actuator

stop period in the range 1–99 seconds.

Actuator OFF Period

Set for 25 Seconds

PRESS THE KEY.

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

Press the

O key to display [JE] (refer

to note on Page 58).

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 30 for ESD settings).

The default for ESD override interrupter timer is [OF]. The interrupter timer will continue “stop/start” action during ESD action.

If ESD must override the timer use the

+or-

to display [On].

ESD Override Timer OFF

PRESS THE KEY.

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

Position in Valve Opening Stroke for Timer to Stop

Contactor On Time

Contactor Off Time

JF JE

ESD Override Interrupter Timer

Page 62

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.

/6rated speed from 25% Open to Fully Closed and from Fully Closed to 25% Open.

Rated speed from 25% Open to Fully Open.

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.

The default setting for Setting Tool Local Control is [OF].

To enable Setting Tool Control press the

+or-

key to select [On].

PRESS THE KEY.

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

With the red control selector in Local, the Setting Tool control keys are active (refer to page 12).

Local Setting Tool Control Enabled

Vandal resistant actuators ONLY

(red/black selectors not supplied). For control, the selection of [Or] is as follows:

n] Local Setting Tool control only.

[OF] Local/Remote Control disabled.

[

rE] Remote Control only.

Example Note

9.14

Setting Tool Local Control [Or]

9.15

Inhibit Operation After Power Loss [OS]

The default setting for this 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 3.1 page 2.

The protection may be enabled by using the

key to select [On]

PRESS THE KEY.

The displayed option will flash 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 6) and the monitor relay will deenergise. Limits must reset and the battery replaced – refer to page 65.

Page 63

With [Ab] displayed

Use the

and-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.

Actuator Type Setting

9.16

Positional Display

OPCOIrO

Contact Function

Contact S1

Contact S2

Contact S3

Contact S4

ESD Action

Control Mode Configuration

Extra Indication Folomatic Remote Bus

Contacts CPT

Remote Control Control Source

System

Option Selection OE O OI O OF O Od O OP

IrDA

comms

Primary

Functions

IQT Speed

Setting

Actuator

Type

Cell

Phone

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.

Page 64

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 primary and secondary 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 Primary and Secondary Functions except limit positions will return to their default setting. See the table opposite for Rotork standard settings. Primary setting (except limits) and secondary settings must then be checked and reset as required (refer to Primary Functions page 15

and Secondary Functions page 25).

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 Primary

Functions page 15).

Rotork standard [d1] Default settings for IQT:

Function [d1] Default Setting

[P?] Password

Unaffected – will remain as set

[Ir] IrDA – Insight [On] IrDA Enabled

[Ic] Cell Phone [OF] Disabled

Primary Functions

[C1] Close Direction [C] Clockwise [C2] Close Action [Ct] Close Torque [C3] Open Action [Ot] Open Torque [tC] Close Torque [40] 40% of rated [tO] Open Torque [40] 40% of rated

Secondary Functions

[r1] Indication Contact S1 [CI]/[nO] Close, Normally Open

[r2] Indication Contact S2 [OP]/[

nO] Open, Normally Open

[r3] Indication Contact S3 [CI]/[

nC] Close, Normally Closed

[r4] Indication Contact S4 [OP]/[

nO] Open, Normally Closed

[A1] ESD Action [SP] Stay put on ESD [A2] ESD Contact Type [

nO]

Normally Open (make for ESD)

[A3] ESD Thermostat Override [OF]

Thermostats Active during ESD

[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

n] Maintains in Local Control

9.17

Default Options [d1] and [d2]

Page 65

Rotork standard [d1] Default settings continued:

Function [d1] Default Setting

[A7] 2-wire Remote Control [SP] Stayput on 2-wire signal [A8] Interlocks [OF] I/L function disabled [A9] Conditional Control [OF] Function disabled [AE] To r que Switch Bypass [OF] Function disabled [OE] Option Extra Indication Contacts [OF]

Unless fitted. See wiring diagram

[OI] Option CPT [HI] 4mA at Closed [OF] Option Folomatic [OF]

Unless fitted. See wiring diagram

[Od] Remote Source [rE] Unless option fitted

(refer to 9.7 page 38.)

[OP] Option Bus System Control [OF]

Unless fitted. See wiring diagram

[OJ] Option Interrupter Timer [OF]

Unless fitted. See wiring diagram

[Or] Setting Tool Local Control [OF] Setting Tool Control disabled [OS] Power Loss Inhibit [OF] Protection off

Option Extra Indication Contacts (when fitted) - refer to wiring diagram

[r5] Indication Contact S5 [CI]/[nO] Close, normally open

[r6] Indication Contact S6

[OP]/[nO]

Open, normally open

[r7] Indication Contact S7 [tI]/[

nO] To rque Trip Mid Travel,

normally open

[r8] Indication Contact S8

[rE]/[nO]

Remote Selected, normally open

The Rotork standard default settings are subject to change without notice.

If specified with order, [d1] settings will be configured as requested.

To r einstate [d1] settings, with [d1] displayed.

PRESS THE KEY.

The setting bars will flash, indicating the [d1] default settings have been reinstated.

To r einstate 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.

[d1] Displayed [d2] Displayed

9.17

Default Options [d1] and [d2]

Page 66

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.

Tests show for a typical actuator, a battery life of 7 years can be expected.

Allowing for a conservative margin, Rotork recommend that the battery should be replaced every 5 years.

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.

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 being lost. 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 Primary Functions).

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.

Maintenance, Monitoring and Troubleshooting

Page 67

Use an 8mm Allen key to remove the sealing plug, 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. 10

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 sealing plug using an 8mm Allen key.

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

-20ºC / -4ºF, 20% kerosene by volume should be added.

IQT actuators do not require regular oil changes (refer to Weights and Measures Section 11, page 71).

To rque and Position Monitoring

The IQT range of actuators incorporate real time, instantaneous Torque & Position monitoring as standard.

To rque & 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.

Using the Setting Tool, the display can be set to indicate Torque and Position as follows:

With the actuator displaying Current Position and selected to Local or Stop, using the Setting Tool,

PRESS THE KEY.

The display will split, the top indicating the instantaneous torque (as a % of rated), the bottom indicating the measured position (% open).

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

[01] 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

+or-

keys. The display will remain active for approximately 5 minutes from the last key operation.

Maintenance, Monitoring and Troubleshooting cont.

Page 68

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.

With power off, the actuator display is not backlit. Position indicator lamp not illuminated.

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.

With power Off, the actuator does not display position.

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 .

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 26 for their location).

With Remote selected press the

Q key

on the Setting Tool twice. The Help Screens will displayed.

Each screen uses bars to indicate the status of a particular control or indication function. Each bar reacts to changes in the status of its actuator function by turning ‘‘on’’ or ‘‘off’’.

For troubleshooting, access the following Help Screens and refer to text:

H1 – 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.

Help Screens

10.110

Maintenance, Monitoring and Troubleshooting cont.

Page 69

Phase Position

Loss Error

Local

Controls

Error

Battery Low

Power-up

Help Screen 1

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 section 8).

BATTERY LOW ON POWER UP

Bar ON = Low battery detected On Power Up.

If [OS] is selected [O

n] (set as default )

the actuator operation will be inhibited when powered up with a discharged battery (refer to [OS] page 58).

The battery should be replaced at the earliest opportunity (refer to section

10).

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.

ESD

Active

Low

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 10) and limit positions reset (refer to [LC] and [LO] section 8).

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).

The actuator will not respond to any local or remote control while an ESD signal is maintained.

Factors Inhibiting Electrical Operation

Battery Level and ESD Control Input

Page 70

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 58). Internal Failure.

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

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.

Local Stop

not

Open

Selected Interlock

Thermostat Close

Tripped Interlock

Local Open Local not not Present Selected

Local Close Remote

not not

Present Selected

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.

Factors Inhibiting Electrical Operation

Remote Control Inputs

Remote Interlocks, Local Control Inputs, & T/stat

Page 71

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 =

Remote control not selected.

Bar OFF = Remote control selected.

LOCAL CLOSE NOT PRESENT

Bar ON =

Local Close signal not present.

Bar OFF = Local Close signal present.

LOCAL OPEN NOT PRESENT

Bar ON = Local Open signal not present. Bar OFF = Local Open signal present.

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.

IR Remote

Control

not

Selected

IR Local Local Control Controls

Disabled not Fitted

IR Closed

Signal not

Present

IR Open Torque

Signal not Switch

Present Tripped

Help Screen 6

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.

LOCAL CONTROLS NOT FITTED

Bar OFF = Local controls fitted (standard). Bar ON = Local controls not fitted (vandal proof).

TORQUE SWITCH TRIPPED

Bar OFF = 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] section 8)

Tor que Switch Status & IR Setting Tool Comms for Vandal Proof Applications

Remote Interlocks, Local Control Inputs, & T/stat continued

Page 72

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

58.

[Or] must be selected to [O

n].

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 [

rE] for

Remote operation (refer to Section 9.14 page 58).

Open

Relay 4 Limit

Relay 3 Close

Actuator

Relay 2 Moving

Relay 1

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 28 for configuration of ‘‘ S’’contacts).

Position

Sensor A

Position Sensor B

Help Screen 8

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 alternately. 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 alternately.

When the motor is running, ON and OFF bit duration should be equal.

Tor que Switch Status & IR Setting Tool Comms for Vandal Proof Applications cont.

Travel Limits, Centre Column & Remote Indication Outputs

Actuator Position Sensing Devices

Page 73

IQ Insight software tool for PC has been developed to enable the actuator configuration and onboard datalogger to be reconfigured and analysed.

To enable communication with IQ Insight the actuator IrDA interface must be enabled.

A PC running IQ Insight software may be located at the actuator or, using a cell phone link, at a remote site (for

information on IQ Insight see www.rotork.com).

The default setting for IQT IrDA is

n], enabling IrDA.

To disable IrDA use the

+or-

key. The

display will change to [OF].

PRESS THE KEY.

The displayed option will flash indicating it has been set.

IQ Insight – IrDA Communication

Enabled.

Using IQ Insight software tool, remote diagnostics can be enabled using a cell phone located at the actuator to transmit and receive data to and from a remote PC running IQ Insight software.

The cell phone must be IrDA compatible and have access to a transmit/receive data line (contact your cell phone manufacturer and service provider).

(For information on IQ Insight software refer to publication E111E).

The actuator IrDA feature must be enabled (refer to [Ir] IQ Insight – IrDA Comms).

Before starting, the cell phone must be configured for "data" as opposed to ‘‘voice’’ and be positioned in direct line of sight to the actuator display, no more than 0.5m (2ft) from the display.

The default setting for IQ Insight – Cell Phone is [OF].

To enable remote diagnostics use the

or-key. The display will change to

[On].

PRESS THE KEY.

The actuator display will automatically return to indicating the current position.

The actuator will search for a compatible IrDA device within range for approximately 30 seconds.

On establishing communication, the actuator display will indicate the symbol shown below.

10.2

IrDA Diagnostics & Config. IQ Insight – IrDA Comms [Ir]

10.2

IrDA Diagnostics & Config. IQ Insight – Cell Phone [Ic]

Page 74

The cell phone must be kept within range for the duration of the remote diagnostic session.

If communication is not established or is lost, after 30 seconds the actuator will stop searching.

To r esume remote cell phone diagnostics the process outlined above must be started again.

IQ Insight software is available free of charge from the Rotork web site, www.rotork.com, or for sale as a ‘‘pak’’ which includes an IrDA serial link for convenient connection when using a notebook PC in the field.

NOTE: The use of a notebook PC or

cell phone 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 IQ Setting Tool is certified Intrinsically Safe (IS) and therefore can be used in defined hazardous areas (refer to page 12).

Diagnostic devices are available for local configuration, analysis and transportation of actuator data to other areas.

Contact Rotork for further information.

10.2

IrDA Diagnostics & Config. IQ Insight – Cell Phone [Ic] cont.

Page 75

Oil

-20ºC / -4ºF, 20% kerosene by volume should be added.

NOTE: Excludes second stage gearbox

if fitted.

Food grade lubricating oil is available as an alternative: contact Rotork.

Weights and Measures

Actuator Size Nett Weight Oil Capacity

kg/lbs litres/pt.-US

IQT 125 23/51 0.5/1.1

IQT 250 23/51 0.5/1.1

IQT 500 23/51 0.5/1.1

IQT 1000 37/82 0.75/1.6

IQT 2000 37/82 0.75/1.6

Page 76

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

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

BINARY HEX DEC BINARY HEX DEC BINARY HEX DEC BINARY HEX DEC BINARY HEX DEC BINARY HEX DEC BINARY HEX DEC BINARY HEX DEC

BHD

Binary, Hexadecimal and Decimal Conversion Table

Page 77

Refer to actuator nameplate for unit specific approval details

Eur

opean – Hazardous area

EExd IIB T4. ATEX (94/9/EC) II 2GD

CENELEC Norm EN50014 and EN50018 Temperature -20°C to +70°C (-4°F to +158°F). *Option -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).

EExd IIC T4. ATEX (94/9/EC) II 2GD

CENELEC Norm EN50014 and EN50018. Temperature -20°C to +70°C (-4°F to +158°F).

EExde IIB T4. ATEX (94/9/EC) II 2GD

CENELEC Norm EN50014, EN50018 and EN50019. Temperature -20°C to 70°C (-4°F to +158°F). *Option -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).

EExde IIC T4. ATEX (94/9/EC) II 2GD

CENELEC Norm EN50014, EN50018 and EN50019. Temperature -20°C to +70°C (-4°F to +158°F).

International – Hazardous area IEC. Exd IIB T4

IEC60079-0 and IEC60079-1 for Exd IIB T4 Temperature -20°C to +60°C (-4°F to +140°F)

IEC. Exd IIC T4

IEC60079-0 and IEC60079-1 for Exd IIC T4 Temperature -20°C to +60°C (-4°F to +140°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.

IQ Approvals

Page 78

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.

Algeria

Tel: + 213 6 37 4854 Fax: + 213 6 37 2613 E-Mail:

Argentina

Tel: +54 11 4755 5560/4753 7533 Fax: +54 11 4755 5560/4753 7533 E-Mail: metalart@ciudad.com.ar

Australia Rotork Company HQ

Tel: +61 3 53 381566 Fax: +61 3 53 381570 E-Mail: mail@rotork.com.au

Australia Brisbane Rotork Company

Tel: +61 7 3373 2050 Fax: +61 7 3255 5388 E-Mail:

Australia Sydney Rotork Company

Tel: +61 2 9 567 2735 Fax: +61 2 9 567 2739 E-Mail:

Australia Western Australia Agent

Tel: +61 8 9314 1827 Fax: +61 8 9314 1837 E-Mail: sales@pipact.com.au

Austria Agent

Tel: +43 7224 66008 Fax: +43 7224 66008 E-Mail: kilches_keg@magnet.at

Bahrain Rotork Regional Office

Tel: +973 791 976 Fax: +973 791 976 E-Mail: hmrotork@batelco.com.bh

Bahrain Agent

Tel: +973 727790 Fax: +973 727811 E-Mail: aeradio@batelco.com.bh

Belgium Agent

Tel: +32 2 7263300 Fax: +32 2 7263633 E-Mail: prodim@brutele.be

Bolivia Agent

Tel: +591 3 532615 Fax: +591 3 552528 E-Mail: inca@roble.entelnet.bo

Brazil Agent

Tel: +55 71 235 6588 Fax: +55 71 235 3299 E-Mail: bahia@fluxopet.com.br

Brunei Agent

Tel: +673 3 336122 Fax: +673 3 336142 E-Mail: cnets@brunet.bn

Canada Rotork Company HQ

Tel: +1 403 569 9455 Fax: +1 403 569 9414 E-Mail: info@rotork.ca

Canada Edmonton Rotork Company

Tel: +1 780 449 6663 Fax: +1 780 449 6578 E-Mail: info@rotork.ca

Canada Montreal Rotork Company

Tel: +1 514 355 3003 Fax: +1 514 355 0024 E-Mail: info@rotork.ca

Canada S.W. Ontario Rotork Company

Tel: +1 519 337 9190 Fax: +1 519 337 0017 E-Mail: info@rotork.ca

Canada Tor onto Rotork Company

Tel: +1 905 602 5665 Fax: +1 905 602 5669 E-Mail: info@rotork.ca

Caribbean (Puerto Rico) Agent

Tel: +1 787 751 4415 Fax: +1 787 250 1842 E-Mail:

Chile Agent

Tel: +56 2 441 1033/699 2001 Fax: +56 2 441 1023 E-Mail: valvulas@ineco.cl

China North/Beijing Rotork Company

Tel: +86 10 6497 4142/94590 Fax: +86 10 6499 4591 E-Mail: rotorkbj@public3.bta.net.cn

China Shanghai Rotork Company

Tel: +86 21 6478 5015 Fax: +86 21 6478 5035 E-Mail: rotorksh@public6.sta.net.cn

China Sichuan Rotork Branch

Tel: +86 28 6521191 Fax: +86 28 6521056 E-Mail: rotorkcd@mail.sc.cninfo.net

China (South) Guangzhou Rotork Branch

Tel: +86 20 81320500 Fax: +86 20 81320499 E-Mail: rotorkgz@public.guangzhou.gd.cn

China Hong Kong Rotork Company

Tel: +852 2520 2390 Fax: +852 2528 9746 E-Mail:rotorkhk@netvigator.com

Colombia Agent Main Office

Tel: +57 1 621 27 40 Fax: +57 1 621 25 61 E-Mail: autom2@col1.telecom.com.co

Costa Rica Agent

Tel: +506 228 8630/1 Fax: +506 289 4350 E-Mail:eiomega@sol.racsa.co.cr

Croatia Agent

Tel: +385 1 4 577 217 Fax: +385 1 4 577 220 E-Mail:

Cyprus Agent

Tel: +357 2 434131 Fax: +357 2 433416 E-Mail: ltdinfo@stavrinides.com.cy

Czech Republic Agent

Tel: +420 5 48321534 Fax: +420 5 48216240 E-Mail:

Page 79

Denmark Agent

Tel: +45 32531777 Fax: +45 32530504 E-Mail:

Ecuador Agent

Tel: +593 2 222 585 Fax: +593 2 569 950 E-Mail: ecuador@cadrai.com

Egypt Agent

Tel: +20 2 2574830/2573456 Fax: +20 2 2575695 E-Mail: mamer@pyramid.com.eg

Finland Agent

Tel: +358 9 350 7410 Fax: +358 9 374 3590 E-Mail:

France Rotork Company

Tel: +33 1 43 11 15 50 Fax: +33 1 48 35 42 54 E-Mail: (name)@rotork.fr

Germany Rotork Company

Tel: +49 2103 95876 Fax: +49 2103 54090 E-Mail: info@rotork.de

Greece Agent

Tel: +30 1 6549433/6536610 Fax: +30 1 6517810 E-Mail: melco@otenet.gr

Hungary Agent

Tel: +36 76 495932 Fax: +36 76 495936 E-Mail: galatea@externet.hu

India Bangalore Rotork Factory

Tel: +91 80 8395576 Fax: +91 80 8391601 E-Mail: rotorkblr@vsnl.com

India Calcutta Rotork Branch

Tel: +91 33 282 3306 Fax: +91 33 282 3473 E-Mail: rotorkcal@vsnl.com

India Chennai Rotork Company

Tel: +91 44 625 4219/625 8136 Fax: +91 44 625 7108 E-Mail: rotork@vsnl.com

India Mumbai Rotork Branch

Tel +91 22 5584578 Fax: +91 22 5584540 E-Mail: rotorkbom@vsnl.com

India New Delhi Rotork Branch

Tel +91 11 5616305 Fax: +91 11 5502840 E-Mail: rotorkdel@vsnl.com

Indonesia Rotork Company

Tel +62 21 5806764 Fax: +62 21 5812757 E-Mail: rotork@indosat.net.id

Ireland (Northern) Agent

Tel: +44 28 90 841004 Fax: +44 28 90 841007 E-Mail: flotecsales@aol.com

Ireland (Southern) Dublin Agent

Tel: +353 1 2952182 Fax: +353 1 2953713 E-Mail: pkelly@pli.ie

Italy Rotork Company

Tel: +39 02 45703300 Fax: +39 02 45703301 E-Mail: rotork.italia@rotork.it

Japan Osaka Rotork Company

Tel: +81 728 35 7555 Fax: +81 728 35 7548 E-Mail:

Japan Tokyo Rotork Company HQ

Tel: +81 3 3294 8551 Fax: +81 3 3294 6460 E-Mail: mail@rotork.co.jp

Jordan Agent

Tel: +962 6 581 9982 Fax: +962 6 582 5818 E-Mail: tcops@go.com.jo

Korea (South) Rotork Company

Tel: +82 331 265 0962 Fax: +82 331 265 1369 E-Mail: rotork@unitel.co.kr

Kuwait Agent

Tel: +965 241 5921 Fax: +965 241 2485 E-Mail: Unetcon@hotmail.com

Latvia Agent

Tel: +371 7 315086/315087 Fax: +371 7 315084 E-Mail: rino@mailbox.neonet.lv

Libya Agent

Tel: +218 21 47 72628/78598 Fax: +218 21 47 72782 E-Mail: cpsi@go.com.jo

Lithuania Agent

Tel: +370 7 202410 Fax: +370 7 207414 E-Mail: agava@kaunas.aiva.lt

Malaysia East Malaysia Agent

Tel: +60 85 410079 Fax: +60 85 419484 E-Mail:

Malaysia West Malaysia Rotork Company

Tel: +60 3 7880 9198 Fax: +60 3 7880 9189 E-Mail: rotork@rotork.com.my

Mexico Agent

Tel: +52 5 559 2959/2777 Fax: +52 5 575 1092 E-Mail: rotork@iwm.com.mx

Netherlands Rotork Company

Tel: +31 10 414 6911 Fax: +31 10 414 4750 E-Mail: sales@rotork.nl

New Zealand Auckland Agent North Island

Tel: +64 9 634 0456 Fax: +64 9 625 2678 E-Mail:

New Zealand Christchurch Agent South Island – Head Office

Tel: +64 3 353 4665 Fax: +64 3 353 4666 E-Mail:

Page 80

New Zealand Wellington Agent North Island

Tel: +64 4 477 5070 Fax: +64 4 477 5049 E-Mail:

Nigeria Agent

Tel: +234 1 4522955/523225 Fax: +234 1 4522887 E-Mail: cakasa3@linkserve.com.ng

Norway Stavanger Agent HQ

Tel: +47 51 844204 Fax: +47 51 844102 E-Mail:

Norway Bergen Agent Sales Office/Workshop

Tel: +47 56 312900 Fax: +47 56 312910 E-Mail:

Norway Oslo Agent Sales Office

Tel: +47 67 906120 Fax: +47 67 906472 E-Mail:

Oman Agent

Tel: +968 601438 Fax: +968 699446 E-Mail:techsales@gpsoman.com

Pakistan Agent

Tel: +92 21 5861509/5861510 Fax: +92 21 5874674 E-Mail: tumair@attglobal.net

Peru Agent

Tel: +51 1 330 7728 Fax: +51 1 330 7728 E-Mail: autinsa@mail.cosapidata.com.pe

Philippines Manila Agent

Tel: +63 2 7312610/7326125 Fax: +63 2 7312610 E-Mail:resi@evoserve.com

Poland Agent

Tel: +48 22 723 1770 Fax: +48 22 723 1780 E-Mail:

Portugal Agent

Tel: +351 21 486 43 25 Fax: +351 21 483 57 17 E-Mail:Lca.Lcaeng@clix.pt

Qatar Agent

Tel: +974 44 19603 Fax: +974 44 19604 E-Mail:petrotec@qatar.net.qa

Romania Agent

Tel: +40 44 114187/114664 Fax: +40 44 114664 Manual E-Mail:technoplus@technoplus.ro

Russia Rotork Company

Tel: +7 095 229 24 63 Fax: +7 503 234 91 25 E-Mail: rotork.russia@mtu-net.ru

Saudi Arabia Agent/J.V.

Tel: +966 3 833 1661 Fax: +966 3 833 9369 E-Mail:

Saudi Arabia Rotork Company

Tel: +966 3 858 1464 Fax: +966 3 858 1464 E-Mail: rotork@concept.net.sa

Singapore Rotork Company

Tel: +65 4571233 Fax: +65 4576011 email:

South Africa Rotork Company

Tel: +27 11 453 9741-3 Fax: +27 11 453 9894 E-Mail:

Spain Rotork Company

Tel: +34 94 676 60 11 Fax: +34 94 676 60 18 E-Mail:rotork@rotork.es

Sweden Partille Agent Head Office

Tel: +46 53 3763952 Fax: +46 53 3763955 E-Mail:alnab@alnab.se

Sweden Saffle Agent Local Office

Tel: +46 533 763952 Fax: +46 533 763955 E-Mail:alnab@alnab.se

Syria Agent

Tel: +963 31 230 289 Fax: +963 31 237 867 E-Mail:

Taiwan Agent

Tel: +886 2 2577-1717 Fax: +886 2 2577-5588 E-Mail:jerdiing@ms24.hinet.net

Thailand Rotork Company

Tel: +66 2 272 7165-6 Fax: +66 2 272 7167 E-Mail:mail@rotork.co.th

Trinidad Agent

Tel: +1 868 6524889/6523422 Fax: +1 868 6522651 E-Mail:trinval@tstt.net.tt

Turkey Agent

Tel: +90 216 327 34 71 Fax: +90 216 327 34 72 E-Mail:orhant@omasteknik.com

U.K. Head Office,

Tel: +44 1225 733200, Fax +44 1225 333467 E-mail: mail@rotork.co.uk

United Arab Emirates Agent

Tel: +971 2 632 5111 Fax: +971 2 621 1934 E-Mail: unitech@emirates.net.ae

United States of America Rotork Company HQ Rochester

Tel: +1 716 328 1550 Fax: +1 716 328 5848 E-Mail:info@rotork.com

United States of America Rotork Company Duluth

Tel: +1 770 623 6301 Fax: +1 770 623 6124 E-Mail:miguel.lopez@rotork.com

United States of America Chicago & Mid West Rotork Company

Tel: +1 815 436 1710 Fax: +1 815 436 1789 E-Mail:

Page 81

United States of America Houston Rotork Company

Tel: +1 713 7825888 Fax: +1 713 7828524 E-Mail:

United States of America New York City Rotork Company

Tel: +1 716 328 1550 Fax: +1 716 328 5848 E-Mail:dave.littlejohns@rotork.com

United States of America North East Rotork Company

Tel: +1 814 835 8349 Fax: +1 814 835 8909 E-Mail:

United States of America Northern California Rotork Company

Tel: +1 707 769 4880 Fax: +1 707 769 4888 E-Mail:

United States of America Northwest Area Rotork Company

Tel: +1 253 838 5500 Fax: +1 253 838 5400 E-Mail: info@rotork.com

United States of America Philadelphia Rotork Company

Tel: +1 609 223 1926 Fax: +1 609 223 9012 E-Mail: charlie.haynes@rotork.com

United States of America South Central Region Rotork Company

Tel: +1 972 459 4957 Fax: +1 972 745 2041 E-Mail: skip.kuehn@rotork.com

United States of America Southern California Rotork Company

Tel: +1 949 348 2913 Fax: +1 707 769 4888 E-Mail:

Venezuela & N. Antilles Rotork Company HQ

Tel: +58 2 212 5232/4208 Fax: +58 2 212 8050 E-Mail: rotorkvz@cantv.net

Venezuela & N. Antilles Cagua Rotork Company

Tel: +58 4 4635911 Fax: +58 4 4635911 E-Mail:

Venezuela & N. Antilles Maracaibo Rotork Company

Tel: +58 61 579315/492611 Fax: +58 61 579315 E-Mail:rotorkvgz@cantv.net

Venezuela & N. Antilles Puerto La Cruz Rotork Company

Tel: +58 281 268 0759 Fax: +58 281 266 3554 E-Mail:

Vietnam Agent

Tel: + 84 8 84 62525 Fax: + 84 8 8423218 E-Mail:info@vam-net.com

Yemen Agent

Tel: +967 1 272988 Fax: +967 1 271890 E-Mail:ssl@y.net.ye

Page 82

Addendum to:

IQT Range Installation and Maintenance Instructions

Battery Failsafe information

Please ensure that this publication is thoroughly read and understood

Addendum for E175E Date of issue 09/04

Page 83

1. Introduction.

The IQT battery failsafe actuator provides electrical operation after loss of main AC electrical supply, allowing the valve to be controlled to a process, mains fail safe position

. On loss of AC 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.

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 deenergise on loss of AC supply.

ARNING—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 Publication no. E175E.

2. Battery Failsafe Specification

Environmental:

Operating temperature -30°C to + 60°C.

Enclosure (IQT battery Failsafe actuator): Watertight IP68 — 7m / 72 Hrs.

Battery Pack:

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 in E175E, page 71.

IQT Battery Failsafe

Page 84

2. Battery Failsafe Specification continued

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

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 - Tri-colour LED indication in IQT main display* fig 2

• Red—Battery charge depleted < 80%—Boost charge

• Amber—Battery charge low 80% to 100%—Overcharge charge

• Green—Battery fully charged— Float charge

* AC Power ON indication. When AC supply is OFF, LED status indication is approximate due to termination of battery charging.

Protection :

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 E175E for IQT range maintenance.

3. Failsafe Commissioning Instructions

Before commissioning the failsafe operation it is essential that the IQT actuator has first been commissioned in accordance with publication E175E - IQT Range Installation and Commissioning Instructions.

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

Fig. 2Fig. 1

Page 85

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 interconnecting cables being damaged. The battery failsafe cover assembly is supported by the restraining chain during commissioning.

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 23 and must be set for the desired action 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 6, page 4.

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)

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.

Fig. 3

Fig. 4

Fig. 5

Fig. 6

Page 86

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.

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 secondary settings [A1], [A2] and [A4] for the desired failsafe action. Refer to publication E175E IQT Range Installation instructions, page 30, [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

Failsafe action on loss of AC supply

LK1* LK2* [A1] [A2] [A4]

1-2 1-2 [CL] [NO] [OF]

(no user ESD)

Open

1-2 1-2 [OP] [NO] [OF]

(no user ESD)

1-2 1-2 [CL] [NO] [OF]

ESD = N/O contact, “makes” for ESD

Open

1-2 1-2 [OP] [NO] [OF]

ESD = N/O contact, “makes” for ESD

2-3 1-2 [CL] [NC] [OF]

ESD = N/C contact, “breaks” for ESD

Open

2-3 1-2 [OP] [NC] [OF]

ESD = N/C contact, “breaks” for ESD

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 section 2, page 4 of this addendum.

Fig. 7

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Page 88

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.

Published and produced in the U.K. by Rotork Controls Ltd.

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.

rotork IQT, IQTM, IQTF Installation And Maintenance Instructions Manual

Specifications and Main Features

Frequently Asked Questions

User Manual