Professional Documents
Culture Documents
Installation and
Maintenance Instructions
Addendum
For the latest information on
commissioning this actuator see
the addendum starting on p78.
Click HERE to go to addendum.
When Rotork personnel or nominated agents are contracted to carry out site
commissioning and/or acceptance, documentation of commissioned actuator
configuration can be made available for customer records.
This manual covers IQT range actuators: THE ROTORK IQT RANGE THE FIRST 1/4 TURN VALVE ACTUATOR
THAT YOU CAN COMMISSION AND INTERROGATE WITHOUT
* IQT - Operation of isolating/regulating 1/4 turn valves.
REMOVING ELECTRICAL COVERS.
* IQTM - Operation of modulating 1/4 turn valves.
* IQTF - Operation of part-turn and slow speed multi-turn Using the supplied infra-red Setting Tool to access the actuator set up
valves. procedures, point and shoot setting of torque levels, position limits and
It provides instruction on: all other control and indication functions can be made safely, quickly and
conveniently, even in hazardous locations. The IQT allows commissioning
* Manual and electrical (local and remote) operation. and adjustment to be carried out with the main power supply to the
actuator switched on or off.
* Preparation and installation of the actuator onto the
valve. Standard diagnostics access information about the control system, valve
and actuator status in the form of display icons and help screens.
* Commissioning and adjustment of the
Primary Settings for correct valve operation. Instantaneous valve torque and position can be monitored on the actuator
with a single key press of the Setting Tool.
* Commissioning and adjustment of the Secondary
The on board Datalogger captures operational and valve torque data
Settings to suit site-specific control and indication
enabling informed maintenance choices to be made. IQ Insight software
requirements. for PC allows the Datalogger to be interrogated, as well as the complete
* Maintenance Troubleshooting. actuator set up to be configured and recorded.
* Sales and Service. The actuator containing the Setting Tool will be identified with a yellow
label on the terminal cover.
Refer to Publication E185E for repair, overhaul and Visit our web site at www.rotork.com for more information on the IQT and
spare part instructions. other Rotork actuator ranges.
CONTENTS 1
This manual is produced to enable a not be installed in atmospheres where Only persons competent by virtue of Enclosure Materials
competent user to install, operate, gases are present with an ignition their training or experience should be IQT actuators are manufactured from
adjust and inspect Rotork IQT range temperature less than 135C, unless allowed to install, maintain and repair aluminium alloy with stainless steel
valve actuators. suitability for lower ignition Rotork actuators. Work undertaken fasteners.
temperatures has been indicated on the must be carried out in accordance with
The electrical installation, maintenance The user must ensure that the
actuator nameplate. instructions in the manual. The user
and use of these actuators should be operating environment and any
and those persons working on this
carried out in accordance with the Any test instruments applied to the materials surrounding the actuator
equipment should be familiar with their
National Legislation and Statutory actuator should be of equivalent cannot lead to a reduction in the safe
responsibilities under any statutory
Provisions relating to the safe use of certification. The electrical installation, use of, or the protection afforded by,
provisions relating to the Health and
this equipment, applicable to the site of maintenance and the use of the the actuator. Where appropriate the
Safety of their workplace.
installation. actuator should be carried out in user must ensure the actuator is
accordance with the code of practice Thermostat Bypass suitably protected against its operating
For the UK: Electricity at Work
relevant for that particular Hazardous If the actuator is configured to bypass environment.
Regulations 1989 and the guidance
Gas Area certification. the thermostat, when using the ESD
given in the applicable edition of the Should further information and
IEE Wiring Regulations should be No inspection or repair should be function, the hazardous area guidance relating to the safe use of the
applied. Also the user should be fully undertaken unless it conforms to the certification will be invalidated. Rotork IQT range of actuators be
aware of his duties under the Health specific Hazardous Gas Area required, it will be provided on request.
and Safety Act 1974. certification requirements. Under no Control and Indication
circumstances should any modification Where the actuator build allows remote
For the USA: NFPA70, National Electrical control and indication supplies higher WARNING: Operating by Hand
or alteration be carried out on the
Code is applicable. than 150V a.c. but below 300V a.c. With respect to handwheel operation
actuator as this could invalidate the
conditions under which its certification (refer to actuator wiring diagram) the of Rotork electric actuators, see
The mechanical installation should be
was granted. remote control and indication supplies warning on p3.
carried out as outlined in the manual
and also in accordance with relevant must be derived from a supply which is
Access to live electrical conductors is designated as installation category
standards such as British Standard
forbidden in the hazardous area unless (overvoltage category) ll as defined in
Codes of Practice. If the actuator has
this is done under a special permit to BSEN 61010 (Safety Requirements For
nameplates indicating that it is suitable
work, otherwise all power should be Electrical Equipment for measurement,
for installation in Hazardous Gas Areas
isolated and the actuator moved to a control and laboratory use).
then the actuator is suitable for use in
non-hazardous area for repair or
Zone 1 and Zone 2 (or Div 1 and Div 2)
attention.
explosive atmospheres only. It should
3
2 Storage 3 Operating your
IQ Actuator
If your actuator cannot be installed 3.1 Operating by Hand To engage handwheel drive, turn the When the selector is locked in the Local
immediately store it in a dry place until Hand/Auto lever clockwise whilst or Remote positions the Stop facility is
you are ready to connect incoming turning the handwheel, see Fig 3. The still available. The selector can also be
cables. WARNING lever can now be released upon which locked in the Stop position to prevent
With respect to handwheel it will return to its original position. The electrical operation by Local or Remote
If the actuator has to be installed but
operation of Rotork electric handwheel will remain engaged until control.
cannot be cabled it is recommended
actuators, under no circumstances the actuator is operated electrically
that the plastic transit cable entry plugs
should any additional lever when it will automatically disengage
are replaced with metal plugs which are
device such as a wheel-key or and return to motor drive. If required
sealed with PTFE tape.
wrench be applied to the the Hand/Auto lever can be locked in
The Rotork double-sealed construction handwheel in order to develop either position using a padlock with a
will preserve internal electrical more force when closing or 6.5mm hasp.
components perfectly if left opening the valve as this may
undisturbed. cause damage to the valve and/or 3.2 Operating Electrically
actuator or may cause the valve Check that power supply voltage agrees
It is not necessary to remove any to become stuck in the with that stamped on the actuator
electrical compartment covers in order seated/backseated position. nameplate. Switch on power supply. It
to commission the IQT actuator. is not necessary to check phase
Rotork cannot accept responsibility for rotation.
deterioration caused on-site once the
covers are removed. Do not operate the actuator
Fig. 3.1
Every Rotork actuator has been fully
electrically without first checking,
tested before leaving the factory to give using the infra-red Setting Tool, Local Control
years of trouble free operation, that at least the Primary Settings With the red selector positioned at
providing it is correctly commissioned, have been made (refer to Section 8 Local (anti-clockwise) the adjacent black
installed and sealed. page 15). knob can be turned to select Open or
Close. To Stop, turn red knob
Selecting Local/Stop/Remote clockwise.
Operation
The red selector enables either Local or Remote Control
Fig. 3 Remote control, lockable in each position Rotate the red selector to the Remote
using a padlock with a 6.5mm hasp. position (clockwise), this gives remote
4
control only for Open and Close but The liquid crystal display screen has 2 Open Closed
local Stop can still be used by turning modes of position indication: Red indicator and open symbol Green indicator and closed symbol
the red knob anti-clockwise. displayed displayed
1. Valve position power on
2. Valve position power off
3.3 DisplayLocal Indication On power up the actuators liquid
crystal display screen is back-lit with a
soft amber light and one of the
2 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)
3 4 1
As standard, red lamp signifies valve
open, yellow intermediate, and green Fig. 3.3
lamp signifies valve closed. Open and Fig. 3.5
Mid Travel
closed colour functions can be reversed Yellow indicator and percentage open With the main power supply switched
6 on request. value displayed off, the liquid crystal display screen is
5
powered by a battery and continues to
Fig. 3.2 The Actuator Display display actuator position. However, the
battery does not support screen back-
The display consists of: lighting, or position indicator lamps.
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) Fig. 3.4
5
3.4 DisplayAlarm Indication The valve alarm icon, Fig 3.6, is Control Alarm Local and Remote operation will be
The IQT display incorporates valve, displayed when a valve problem causes inhibited while an active ESD or
control system, actuator and battery the actuator to trip-off due to the interlock signal is present (refer to [A1]
alarm indication in the form of four configured torque value being ESD Action page 30, [A8] External
display icons. Located in the top portion developed (refer to [tC]/[tO] pages Interlocks page 32 and Conditional
of the display, each icon represents 20/21).The possible causes are: Control [A9] page 32.)
certain alarm conditions. Standard help
Valve tight or obstructed in mid travel. Investigate the operational conditions
screens are also available to assist in
of the actuator remote control system.
determining the actuator operational Valve stuck or jammed
and alarm status (refer to Help Screens
Valve process conditions changed
page 64).
(increase in pressure, flow etc.)
Fig. 3.7
Once the actuator has tripped off on
torque, electrical operation in the same The control system alarm icon, Fig 3.7,
Valve Alarm is displayed when the remote control
direction is inhibited. The icon will
remain displayed until movement in the system maintains an active ESD or
opposite direction takes place. interlock signal (the ESD, interlock
function or conditional control having
The valve alarm icon will not be been enabled.)
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).
Try handwheel operation of the valve to
Fig. 3.6 feel for stiffness (refer to page 3).
6
Actuator Alarm Battery Alarm 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.
Fig. 4.3
8
5 Mounting the Actuator
Secure actuator to valve with four fixing The IQT stop bolts are located below Stop Bolt sizes.
bolts. Check that the cast groove in the terminal compartment. Stop bolt IQT 125 to 500: M12 bolt requiring
actuator base is not obstructed see Fig adjustment allows +/- 5 variation of 19mm AF spanner.
5.1. Its purpose is to protect the travel at each end position. Screwing
actuator in the event of a product leak bolts in reduces movement, out IQT1000 & 2000: M20 bolt requiring
from the valve stem/gland packing. increases movement. For clockwise 30mm AF spanner.
Check base fixing bolts are tight. closing valves the right hand bolt is the
closed stop as shown with spanner in Adjustment for non seating
valves types
5.6 Stop Bolts fig 5.2. The left is the open stop. Stop
For closed and open stop position
It is recommended that stop bolt bolts are factory set to give a nominal
adjustment:
adjustment be carried out by the 90 travel.
valvemaker/supplier before the valve is Undo stop bolt lock-nut. Move actuator
fitted into pipework. Once installed, the and valve to the required stopping
valve maker/supplier should be position (it may be necessary to
consulted before stop bolt re- unscrew stop bolt to allow more travel).
adjustment is carried out. Stop bolts Screw stop bolt in until a stop is felt.
can be wired to prevent tampering. Tighten stop bolt lock nut.
After setting or adjustment of stop
bolts the actuator limits must be reset, Adjustment for seating valves
refer to Limits LC, LO page 22. 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
Fig. 5.2 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.
Ensure all power supplies are 6.1 Earth/Ground Connections 6.4 Connecting to Terminals
isolated before removing A lug with a 6mm diameter hole is cast On EExde enclosure units connections
actuator covers. adjacent to the conduit entries for to the power and control terminals
attachment of an external protective must be made using AMP type 160292
Check that the supply voltage agrees earthing strap by a nut and bolt. An ring tabs for power and earth terminals
with that stamped on actuator internal earth terminal is also provided, and AMP type 34148 ring tabs for the
nameplate. however it must not be used alone as control terminals.
the protective Earth Connection.
A switch or circuit breaker must be Refer to the wiring diagram inside the
included in the wiring installation of the 6.2 Removing Terminal Cover terminal cover to identify functions of
actuator. The switch or circuit breaker Using a 6mm Allen key loosen the four terminals. Check that supply voltage is
shall be mounted as close to the captive screws evenly. Do not attempt the same as that marked on the
actuator as possible and shall be to lever off the cover with a screwdriver Fig. 6 actuator nameplate.
marked to indicate that it is the as this will damage the O ring seal A plastic bag in the terminal Remove power terminal screen.
disconnecting device for that particular and may damage the flamepath on a
actuator. The actuator must be compartment contains: Terminal screws
certified unit. Begin by connecting these cables and
protected with overcurrent protection and washers, spare cover O ring
replace screen.
devices rated in accordance with Rotork Actuators containing a Setting Tool seal,wiring diagram and instruction
publication No. E135E Electric motor fitted to the inside of the terminal book. When all connections are made ensure
performance data for IQT range compartment cover are identified with wiring diagram is replaced in the
actuators. a self-adhesive yellow label on the 6.3 Cable Entry terminal compartment.
outside of the terminal compartment Only appropriate certified Explosion-
WARNING: cover. Proof entry reducers, glands or conduit 6.5 Replacing Terminal Cover
may be used in hazardous locations. Ensure cover O ring seal and spigot
Actuators for use on phase to The wiring code card fixed in the cover joint are in good condition and lightly
is particular to each actuator and must Remove red plastic transit plugs. Make
phase voltages greater than 600V greased before re-fitting cover.
not be interchanged with any other cable entries appropriate to the cable
a.c.must not be used on supply type and size. Ensure that threaded
actuator. If in doubt check the serial
systems such as floating, or number on the code card with that of adaptors, cable glands or conduit are
earth-phase systems, where the actuator. tight and fully waterproof. Seal unused
phase to earth voltages in excess cable entries with a steel or brass
threaded plug. In hazardous areas an
of 600V a.c. could exist.
appropriately certified threaded
blanking plug must be used.
11
7 Commissioning
functions is achieved by using the Infra- Torque and Position Refer to Section 10.
Red Setting Tool. The Setting Tool is configured before dispatch to
certified Intrinsically Safe to allow Rotork standard default settings Q
commissioning in hazardous areas. unless alternatives have been
specified with the order. Should
Password P? O PC O Ir O Ic
Q
All the commissioning functions are
stored in non-volatile memory in the difficulty be encountered during
actuator. The Setting Tool enables the
user to view all the functions in turn via
commissioning the default
settings can be reinstated,
Setting Branch cr O
the actuator display window. As each
function is viewed its setting can be
returning the actuator
(crossroad)
Q
checked and, if required, changed configuration to its original
within the bounds of that function. manufactured state. Site
commissioning can then begin
Commissioning may be carried out with
main power switched on or off. Refer again (refer to Section 9.17). Primary Functions Secondary Functions
to page 15 for Power Off Setting. Direction Indication Contacts
The default function should be used Limit Actions Control Mode
The setting procedure is divided into Torque Values Options
two stages: with caution as settings selected after
manufacture may be essential for the Limit Positions Help Screens
1. Primary Functions safe operation of the valve and/or Defaults
Settings for end of travel limit plant.
actions, torque values, limit
positions etc.
Note: The Primary Functions
must be commissioned first.
12
8. Infra-red Transmitter Window 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.
13
7.3 Entering the Actuator 7.4 Setting Mode Password 7.5 New Password [PC] 7.6 Checking Mode
Setting Procedure To enable setting and adjustment of the To configure a new password, the The actuator function settings can be
With the actuator securely mounted on actuator functions the correct password actuator must be in setting mode with checked without entering the correct
the valve, the mains supply on and must be entered. The factory set (default) the password display setting mode password. The settings can only be
Local control or Stop selected. password is [ld]. If the actuator has enabled showing, viewed and not altered. The setting bars
previously been set with a site password will not be seen.
PRESS THE Q KEY. this must be displayed.
PRESS THE O KEY.
The actuator display will change and The display will change to [PC]. Using the
Use the + or - keys to scroll through the + or - key scroll through the available
the Torque & Position display will be available passwords 00FF (hexadecimal).
seen. (For instantaneous torque & passwords until the desired password is
With the correct password displayed press
position monitoring, refer to Section displayed.
the enter key.
10, page 62.) PRESS THE KEY.
PRESS THE KEY.
Two setting bars will appear and will
PRESS THE Q KEY. remain visible on every function display Password Display, Checking Mode
The actuator display will change and screen.
Once the procedure has been entered in
the password protection display will the required mode
be seen.
PRESS THE Q KEY.
The procedure branch [Cr] (crossroad)
display can now be seen (refer to Section
7.7 page 14).
Password Changed to [IE]
Default Password, NOTE: The new password becomes
Setting Mode Enabled effective the next time setting mode is
The Actuator Function Settings entered.
can be protected by the Use
of a Password
14
7.7 Procedure Branch 7.8 The Actuator Display Tool + or - keys will cause the setting 7.9 Returning to
Crossroad [Cr] Setting/Checking Mode to be changed. In checking mode the Valve Position Display
Actuator functions as laid out in the settings cannot be altered. There are four ways of returning to
Primary and Secondary commissioning valve position display:
In setting mode, once displayed, a new
stages, can be individually displayed by
setting can be entered into the actuator 1. Approximately 5 minutes after the
using the Setting Tool arrow keys.
memory by pressing the key. last Setting Tool operation the
The Q arrow key will always display The setting will flash off and back on, display will automatically return to
the FIRST function on the next level confirming its selection. position display.
DOWN within the procedure.
TOP PORTION 2. Press the Q and O arrow keys
To access the Primary Function settings The O arrow key will always display Function e.g. together.
press the arrow Q key (refer to the NEXT function on the SAME level
Section 8 Commissioning Primary and will wrap around the functions on
tC = Torque Close 3. Press the Q arrow key until the
Functions page 15). the same level. display returns to position.
LOWER PORTION
To access the Secondary Function The actuator display indicator lamps will Function Setting 4. With any actuator function screen
settings press the arrow O key (refer continue to indicate valve position. e.g. Value = 40% displayed, select Remote control
to Section 9 Commissioning Secondary using the red Local/Stop/Remote
Functions page 25). Actuator functions are displayed in selector.
code form in the top portion of the Typical Actuator Function Display
liquid crystal display screen. Setting Mode Enabled
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
15
8 Commissioning
Primary Functions
The actuators Primary Function settings Power Off Setting
affect the correct operation of the valve IQT allows settings to be viewed and
by the actuator. If the actuator has set without main power. To enable this
been supplied with the valve, the valve function, engage handwheel drive and
maker or supplier may have already rotate until the output drive moves
made these settings. (refer to page 3). The Setting Tool can
now be used. As long as a Setting Tool
ELECTRICAL OPERATION MUST NOT
key press takes place within the 30
TAKE PLACE UNTIL THE PRIMARY
seconds timeout period, Power Off
SETTINGS HAVE BEEN MADE AND
Setting will remain enabled. If no infra-
CHECKED.
red Setting Tool communication takes
This instruction assumes setting mode place the display will return to
has been entered (refer to section 7.4 indicating position. The actuator must
page 13). then be operated by handwheel to
re-enable Power Off Setting.
Viewing the Primary
Function Settings Settings and operation must be
With the actuator mounted on the verified by electric operation and
valve, the power supply on and Local or function test of the actuator to
Stop control selected, point the Setting
Tool at the actuator indicator window ensure correct operation.
from a distance of no more than
0.75m. By pressing the Q key and,
when appropriate, the O key, 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 right-
hand side of Fig.8.1 explains the
function of each LCD display.
Fig. 8
16
Position Display
50 (This may be an open or closed symbol or a % open value.) Refer to Section 7
Commissioning
Q Q
Torque and Position Display
Q Q
P? O PC O Ir O Ic Password O Password Change O IrDA O Cell Phone
Q Q
cr Procedure Branch (crossroad)
Q Q
c1 O c2 O c3 Direction to Close O Close Action O Open Action PRIMARY FUNCTIONS CONTENTS
Q Q page
tC O tO Torque Value Closing O Torque Value Opening C1 Direction to Close 17
Q Q C2 Close Action 18
LC O LO Limit Closed O Limit Open C3 Open Action 19
Q Q tC Torque Value Closing 20
50 Position Display tO Torque Value Opening 21
LC Set Limit Closed 22
Fig. 8.1 Primary Setting Function Displays LO Set Limit Open 22
AA Actuator Speed Setting 23
The actuator can be configured to be clockwise or anti-clockwise to close.
17
C1 Direction to Close
Manually operate actuator and valve to Using the + or - key, display character Having ensured that the display
establish correct closing direction. If the conforming to correct closing direction. corresponds to the established
handwheel labelling is found to be closing direction
incorrect please apply to Rotork for
conversion labels.
PRESS THE KEY.
The displayed option will flash,
indicating that it has been set.
50
PRESS THE O KEY.
Q
[C] in the Setting Field Indicating
Clockwise to Close
Q
P? O PC O Ir O Ic
Q
cr
Q
c1 O c2 O c3
[A] in the Setting Field Indicating
Q Anti-clockwise to Close
tC O tO
Q
LC O LO
Q
50
18
C2 Close Action
IQT actuators are designed to stop at Using the + or - key, display the NOTE: When set to close on torque,
the end of travel by torque limitation desired option. the actuator will apply the value of
against the actuator stop bolts. Stop
50
torque as set for [tC] in seating the
bolts should therefore be set to the Q valve (refer to [tC] page 20).
precise stopping position required, refer
to section 5.6.
IQTF actuators can be configured to Q
close on torque or limit. Refer to valve P? O PC O Ir O Ic
manufacturers instructions.
Q [Ct] in the Setting Field Indicating
cr Close on Torque - defualt setting.
Q
c1 O c2 O c3
Q
tC O tO
Q
[CL] in the Setting Field Indicating
LC O LO Close on Limit
Q
50 Having selected the required option
PRESS THE KEY.
The displayed option will flash,
indicating that it has been set.
PRESS THE O KEY.
19
C3 Open Action
IQT actuators are designed to stop at 50 Using the + or - key display the desired NOTE: When set to open on torque,
the end of travel by torque limitation option. the actuator will apply the value of
against the actuator stop bolts. Stop Q torque as set for [tO] in back seating
bolts should therefore be set to the the valve (refer to [tO] page 21).
precise stopping position required, refer
to section 5.6. Q
IQTF actuators can be configured to P? O PC O Ir O Ic
close on torque or limit. Refer to valve Q
manufacturers instructions.
cr [Ot] in the Setting Field Indicates
Q Open on Torque - defualt setting.
c1 O c2 O c3
Q
tC O tO
Q
LC O LO
[OL] in the Setting Field Indicates
Q Open on Limit
50 PRESS THE KEY.
The displayed option will flash,
indicating that it has been set.
PRESS THE O KEY.
20
tC Torque Value Closing
The value of torque available in the Using the + and - keys display
close direction can be configured. Refer recommended value. In the absence of
to valve manufacturer for a recommended torque value, try a low
recommended value. setting and increase until satisfactory
valve operation is achieved.
The closing torque value can be varied
between 40% and Rated, in 1% PRESS THE KEY.
increments.
The displayed value will flash, indicating 40% of Rated Torque
that it has been set.
50 Should the set value of torque be
Q developed in closing, the actuator will
torque trip and stop.
PRESS THE O KEY.
Q NOTE: Rated torque is quoted on the
P? O PC O Ir O Ic actuator nameplate. 99% of Rated Torque
Q
cr
Q
c1 O c2 O c3
Q
tC O tO Rated Torque
Q
LC O LO
Q
50
21
tO Torque Valve Opening
The value of torque available in the The opening torque value can be varied Should the set value of torque be
open direction can be configured. Refer between 40% and Rated, in 1% developed in opening, the actuator will
to valve manufacturer for increments. In addition Boost can be torque trip and stop.
recommended value. configured when no open torque
protection is required.
PRESS THE Q KEY.
NOTE: It is possible to set the Open With [LC] displayed 50 With [LO] displayed
Limit Position [LO] first.
Q
50
Q
Q P? O PC O Ir O Ic
Q
Q Limit Closed
cr
Limit Open
P? O PC O Ir O Ic Move valve manually to the closed
Q
Move valve manually to the open
position. Allow for overrun by winding position. Allow for overrun by winding
Q actuator output open by two c1 O c2 O c3 actuator output closed by two
cr handwheel turns. handwheel turns.
Q
Q PRESS THE KEY. PRESS THE KEY.
tC O tO
c1 O c2 O c3 The two bars will flash and the closed
Q
The two bars will flash and the open
indicator lamp will illuminate, indicating indicator lamp will illuminate, indicating
Q closed limit position has been set. LC O LO open limit position has been set.
tC O tO PRESS THE O KEY. Q PRESS THE Q KEY.
Q To check closed limit position hand 50 The open symbol (refer to Fig. 3.3.
LC O LO wind valve open until the amber lamp page 4) should now appear.
illuminates. Wind valve back closed
Q until the closed lamp illuminates. NOTE: When in checking mode Set
50 Limit Open [LO] does not appear.
50 Positional Display IQT operating time can be adjusted % Speed Hex Setting
Q between 25% and 100% of the 25 19
maximum time (50% and 100% for 30 1E
IQT2000). IQT are factory set at the
Q
IrDA Cell 35 23
comms Phone maximum speed. IQTM actuators are
P? O PC O Ir O Ic dispatched with the minimum speed set.
40 28
Q Contact Function To access speed setting [AA] screen, bus With [AA] displayed
45 2D
cr O Contact S1 r1 system [OP] has to be set to [On], using 50 32
Q Q the + and - key. Use the + and - key to select the 55 37
Contact S2 r2 required actuator operating time. The 60 3C
Primary Q settings are displayed in hexadecimal 65 41
Functions
r3 After this setting, proceed to screen [AA]. and can be related to the actuator
Contact S3 70 46
Q speed as shown in Fig 8.2.
75 4B
Contact S4 r4 PRESS THE KEY. 80 50
Q The displayed value will flash, indicating 85 55
ESD Action
Control Mode A1 that it has been set. 90 5A
Configuration
Q All speed settings are adjustable in unit 95 5F
Extra Indication Folomatic Remote Bus increments of hexadecimal. Any value 100 64
Contacts CPT Remote Control Control Source System
Option Selection OE O OI O OF O Od O OP of hex outside of the range stated will Fig 8.2
[On] not be accepted into the actuator
Q memory.
PA NOTE: Mains power has to be on
Q for speed setting to be carried out.
IQT Speed
Setting
AA
24
Return to
Positional Display
50 If the procedure has been followed as
described, the positional display will
Q indicate that the actuator is in the open
position.
Q Select Remote control momentarily,
using the red selector to exit setting
P? O PC O Ir O Ic procedure and then select required
Q control: Local, Stop or Remote.
cr With the correct settings made electric
operation can now be carried out
Q safely.
c1 O c2 O c3
Q
tC O tO
Q
LC O LO
Q
50
25
9 Commissioning
Secondary Functions
The Secondary Functions can be Power Off Setting
configured to suit site control and IQT allows settings to be viewed and
indication requirements. It is important set without main power. To enable this
that Primary Functions such as limits function, engage handwheel drive and
and torque switch settings are set rotate until the output drive moves by
before work commences on one turn (refer to section 3).The
commissioning the Secondary Setting Tool can now be used. As long
Functions. The layout of the Secondary as a Setting Tool key press takes place
Functions accessed with the Setting within the 30 seconds timeout period,
Tool are detailed in Fig. 9.1. To Power Off Setting will remain enabled.
successfully commission the Secondary If no infra-red Setting Tool
Functions, information about the site or communication takes place the display
process control system will be required. will return to indicating position. The
actuator must then be operated by
The supplied actuator Wiring Diagram
handwheel to re-enable Power Off
details control and indication devices
Setting.
fitted to the actuator along with
terminal connection detail and standard
remote control wiring systems.
Settings and operation must be
verified by electric operation and
function test of the actuator to
ensure correct operation.
Fig. 9
26
50 Positional Display
Q
Q
IrDA Cell
comms Phone
P? O PC O Ir O Ic
Q Contact Function Value Contact Form
cr O Contact S1 r1 O r1 O r1
Q Q
Contact S2 r2 O r2 O r2
Primary
Functions
Q
Contact S3 r3 O r3 O r3
Q
Contact S4 r4 O r4 O r4
Q 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
Q
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
Q
Option Functions - If OE, OF, OP, or OJ are fitted and selected ON their appropriate set-up screens will be inserted here.
Q
Help Screens H1 O H2 O H3 O H4 O H5 O H6 O H7 O H8 O H9
Q
Default Option d1 O d2
Q
Return to Positional Display Fig. 9.1 Secondary Functions
27
9.1 Accessing the
Secondary Functions
SECONDARY FUNCTIONS CONTENTS Having established that the Primary In order to display the Secondary
Functions have been correctly set, the Functions it is necessary to press the
page Secondary Functions can now be Qkey until [Cr] appears.
configured to suit site control and
9.0 Commissioning Secondary Functions 25 If you have chosen to enter Secondary
indication requirements.
Functions in the checking mode the
9.1 Accessing the Secondary Settings 27 It is possible to move through the display will be as Fig. 9.2.
9.2 Indication Contacts S1, S2, S3 and S4 28 various Secondary Functions as shown
in Fig. 9.1 using the O and Q keys.
If you have chosen to enter Secondary
9.3 Control Mode Configuration 30 Functions in the setting mode the
9.4 Option Extra Indication Contacts S5S8 33 The actuator wiring diagram will display will be as Fig. 9.3 (refer to
indicate any options fitted. Section 7).
9.5 Option CPT (Current Position Transmitter) 34
9.6 Option Folomatic Remote Control 35 Options Setting Tool Local Control [Or]
and Power Loss Inhibit [OS] are
9.7 Remote Control Source 38 standard features, their use being
9.8 Bus System Option Pakscan 39 optional.
9.9 Bus System Option Modbus 43
9.10 Bus System Option Profibus DP 47
9.11 Bus System Option DeviceNet 51 Fig. 9.2 Fig. 9.3
9.12 Bus System Positioning Control Settings 54
9.13 Option Interrupter Timer 56
PRESS THE O KEY.
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
28
9.2 Indication Contacts r1 Contact S1 - Function r1 Contact S1 - Value
S1, S2, S3 and S4
Indication contacts S1 [r1], S2 [r2], S3 [24] 24V power failure Using the + or - key display the desired When the S contact function is set to
[r3] and S4 [r4] may each be set to trip [rr] motor running function. [P0], the required intermediate position
for any one of the following functions: [UA] Valve alarm* value must be set.
PRESS THE KEY.
Code Function [Ht] thermostat tripped
No other contact function requires
The displayed function will flash a value to be set.
[CL] closed end position [CA] Control alarm* indicating that it has been set.
[OP] open end position [rP] relay parity The value can be set from 1% open to
[Po] intermediate position 99% open in 1% increments.
[tC] torque trip close Using the + or - key, display the
The S contact form can be set normally required value.
[tO] torque trip open
open [no] or normally closed [nc].
[tt] torque trip any position PRESS THE KEY.
[tl] torque trip mid travel The procedures for setting up contacts
S2, S3 and S4 are the same as those The displayed value will flash indicating
[dC] actuator closing shown for S1. that it has been set.
[dO] actuator opening
[d?] actuator rotating Unless specified with order, the Contact S1 Configured to Trip
at Valve Closed Limit
[St] motor stalled default settings for indication
[bA] battery low contacts are as follows: PRESS THE O KEY.
[HA] hand operation
S1 [CL] closed end position [no]
[bL] blinker
[LS] local stop S2 [OP] open end position [no]
Value Set to Indicate
[Ol] open interlock S3 [CL] closed end position [nc] 25% Open
[Cl] close interlock
[lL] interlock active S4 . [OP] open end position [nc] PRESS THE O KEY.
[ES] ESD signal
[LP] lost phase * Contact alarm indication will operate
under the same conditions as the
[Lo] local selected
display alarm indication icons (refer to
[rE] remote selected page 5 for information).
[AA] actuator alarm *
29
r1 Contact S1
Contact Form
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 S2S4
PRESS THE Q KEY.
(Refer to Fig 9.1)
30
9.3 Control Mode A1 ESD Action A2 ESD Contact Type A3 ESD Thermostat
Configuration Bypass
The Control Mode Configuration affects An active ESD signal applied to the The default setting for ESD Contact The default setting for Thermostat
how the actuator will respond under actuator will override any existing or Type is [nO]. Bypass is [OF] during ESD. The
conditions of emergency shut down, applied local or remote control signal. thermostats remain in circuit and
The actuator responds to a remote
local control, remote control interlocks, ESD can be configured to override the enabled during ESD.
control ESD signal derived from a
and 2-wire remote control. Also transformer thermostat, active
normally open contact making. For ESD, The thermostats can be bypassed
included is an unseating torque switch interlocks or local stop selection. Refer
where a remote control ESD signal is during ESD as a factory set, hard-wired
bypass function. Unless specified with to A3, A4 and A5.
derived from a normally closed contact option only. Contact Rotork for
order, the control mode configuration
The default action under an active ESD breaking, the signal being removed, information.
will be set as shown for default
signal is to stay put [SP]. press the + or - key.
configuration on page 60. Danger: Actuator hazardous area
Press the + or - key to select the The display will change to [nC]. certification is invalidated while
If it is necessary to change the
configuration follow the instructions in
required ESD action: the thermostats are bypassed.
PRESS THE KEY.
this section. [CL] Close on ESD A3 should be set to reflect the factory
The displayed option will flash
set configuration of thermostat bypass.
There are 10 configurable control [SP] Stay put on ESD indicating that it has been set.
functions: During an ESD event:
[OP] Open on ESD
A1 ESD action [A3]=[OF] thermostats enabled
PRESS THE KEY.
A2 ESD contact type [A3]=[On] thermostats bypassed
The displayed option will flash
A3 ESD thermostat bypass indicating that it has been set.
A4 ESD override interlock
A5 ESD override local stop Actuator Responds to a Remote,
Normally Open ESD Contact
A6 Maintained local control Making (Signal Applied)
A7 2-wire remote control Note: If Folomatic analogue control is
Thermostats Enabled During ESD
A8 External interlocks required A2 must be set to [nO].
ESD Set to Close
A9 Conditional Control
At Torque switch bypass.
31
A4 ESD Override A5 ESD Override A6 Maintained A7 2-wire Remote
Interlocks Local Stop Local Control Control
The default setting for ESD Override The default setting for ESD Override The default setting for Local Actuator The default setting for 2-wire Remote
Interlocks is [OF]. ESD action will not Local Stop is [OF]. ESD will not override Pushbutton control is self-maintained Control is Stayput [SP]. If a open and
override an active interlock applied to local stop when selected. [On]. closed remote control signal are applied
the actuator. simultaneously the actuator will stayput
If an applied ESD signal is required to If non-maintained actuator pushbutton
(stop if running). Refer to actuator
If an applied ESD signal is required to override local stop causing the ESD control is required (jogging, inching,
wiring diagram or publication E120E.
override active interlocks causing the action as set for A1, press the + or - push to run), press the + or - key. The
ESD action as set for A1, press the + or key. The display will change to [On]. display will change to [OF].
- key. The display will change to [On].
PRESS THE KEY. PRESS THE KEY. Use the + or - key to select the
PRESS THE KEY. required priority:
The displayed option will flash The displayed option will flash
The displayed option will flash indicating that it has been set. indicating that it has been set. [OP] Open
indicating that it has been set.
[SP] Stay put
[CL] Close
PRESS THE KEY.
The displayed option will flash
indicating that it has been set.
ESD Override Local Stop Off Self-Maintained Local Control
ESD Override Interlock Off
Actuators are delivered with the Where a high level of safety integrity is The default setting for Torque Switch
interlock facility disabled [OF] Refer to required, Conditional Control can be Bypass is [OF], the torque switches are
the actuator wiring diagram or configured. In this mode two discreet not bypassed during the unseating
publication E120E for interlock control signals are required for remote movement.
circuits. operation. Remote control will be
To bypass the torque switches during
conditional on both a control signal
To enable remote external interlocks the unseating movement press the + or
(open or close) and the appropriate
press the + or - key. - key.
interlock signal being applied
The display will change to [On]. simultaneously. Failure of either or a The display will change to [On].
spurious signal will not cause operation.
PRESS THE KEY. PRESS THE KEY.
Interlocks [A8] must be set [On].
The displayed option will flash Interlock signals are not required for The displayed option will flash
indicating that it has been set. local operation. indicating that it has been set.
The default setting for conditional The torque switches will be bypassed
control is [OF]. To enable conditional from closed limit to 5% open when
control press the + or - key.The display opening and from open limit to 95%
will change to [On]. when closing. Bypassing the torque
switches makes torque in excess of
PRESS THE KEY. rated and up to actuator stall available
for unseating a sticky valve. Outside
The displayed option will flash
Interlocks Disabled these positions the torque setting will
indicating that it has been set.
revert to the values set for [tC], see
Note: If interlocking is required in only
page 20 and [tO] page 21.
one direction, it will be necessary to
connect a link between the actuator
terminals associated with the other
direction.
The available forms of remote control The setting of Remote Control Source To change the remote source press the
are listed below: will be determined by the option that + or - key until the required setting is
has been fitted, if any. displayed.
Standard hardwired control
Analogue control-Option Folomatic [rE] Standard hardwired remote PRESS THE KEY.
Network control including: control.
The displayed option will flash
Option Pakscan
[bO] Option Folomatic. indicating that it has been set.
Option Modbus
Option Profibus [OP] Options Pakscan, Profibus,
Modbus, Foundation Fieldbus
The setting for Remote Control Source
or DeviceNet.
will depend on the type of remote
control required and the option [OF] All remote control disabled
specified and fitted. Check actuator (Actuator available for local
circuit diagram for remote control form. control only).
Standard Hardwired
Remote Control
39
9.8 Bus System PA Pakscan Address Pb Pakscan
Option Pakscan [OP] Baud Rate
Setting instructions for actuators Use the + or - key to turn on Pakscan The actuator Pakscan Field Control Unit The actuator Pakscan Field Control Unit
including an optional Pakscan Field set-up screens. must be allocated a unique loop baud rate must be set to the loop baud
Control Unit check wiring diagram for address. rate. For a Pakscan 2-wire control loop
inclusion. the selected baud rate must be common
The actuator must be in Loopback
to the master station and all the field
Before setting the parameters for for its address to be set or changed.
control units included in the loop.
Option Pakscan ensure Remote Loopback can be achieved in two ways:
Control Source [Od] has been The actuator must be in Loopback
1. Turn OFF the master station.
selected to [oP] in Section 9.7. for its baud rate to be set or changed.
2. Isolate the actuator from the
Pakscan set-up screens can be turned Loopback can be achieved in two ways:
Pakscan Set-up Screens ON 2-wire control loop.
off to provide extra security. The action
1. Turn OFF the master station.
of turning screens on or off does not PRESS THE KEY. Using the + or - keys display the
affect its operation. required loop address. 2. Isolate the actuator from the
The displayed option will flash
2-wire control loop.
indicating that it has been set. Address to be set within the range
01F0 Hexadecimal. (refer to table on
Press the Q key to display the Pakscan
page 72).
set-up screens.
2400 Baud
PRESS THE KEY.
PRESS THE KEY.
The displayed option will flash
indicating that it has been set. The displayed option will flash
indicating that it has been set.
Press the O key to display [Pb]. Press the O key to display [PF].
44
PF Modbus Remote
Auxiliary Input
The IQT actuator has the facility to accept 4 auxiliary inputs (AUX1 AUX4). These Rules
are used when supplementary remote control or digital auxiliary inputs are required
in addition to the standard control and feedback features incorporated into the 1. Function bit set to 0
Modbus module. It is also possible to have a combination of both remote control Any function bit set to 0 indicates that the particular aux input is to be treated as
and volt-free inputs to provide, for example, open and close control as well as a a digital signal for field status reporting, e.g. a level switch or motor running status.
high and low tank level alarm indication, supplied via an external transducer.
If the corresponding invert bit is set to a 0, an open contact is reported as a logic
The hexadecimal number displayed under PF can be considered as a software 1 and a closed contact is reported as a logic 0 (i.e. this will invert the input).
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 If the corresponding invert bit is set to a 1, an open contact is reported as a logic
closed (refer to page 72 for Binary, Hexadecimal and Decimal Conversion Table). "0" and a closed contact is reported as a logic 1 (i.e. this gives a noninverting
input).
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 2. Function bit set to 1
represent the function and the second 4 represent the input source (known as Any function bit set to 1 indicates that the particular aux input is to be treated as
invert). Pictorially this can be represented as: a digital command to operate the actuator.
Left side hex character Right side hex character When the corresponding invert bit is set to a 0 this represents an N.C. contact as
Aux 4 to 1 (function) AUX 4 to 1 (Invert) being the command source, i.e. a closing contact de-energises the input and an
Bits 4321 4321 opening contact energises the input.
When used for remote control of the actuator bits 4 to 1 of the function character When the corresponding invert bit is set to a 1, this represents an N.O. contact as
have been designated as follows: being the command source, i.e. a closing contact energises the input and an
opening contact de-energises the input.
Bit 4 (AUX4) ESD
Bit 3 (AUX3) Stop/Maintain 3. ESD Control
When using ESD (aux input 4), the ESD contact mode setting [A2] should be set to
Bit 2 (AUX2) Close the default value of [nO]. The [A1]ESD direction setting should be set to either
Bit 1 (AUX1) Open Open or Close the valve (refer to page 30).
(When used for digital signal inputs they are simply designated as AUX 4 to AUX 1.)
45
PF Modbus Remote PP Modbus Parity
Auxiliary Input
4. Stop/Maintain Control Using the or keys display the required Where Modbus parity bit detection is
When energised this will make the Aux input Open/Close control push-to-run. mask setting. used the module must be set with the
When de-energised, the Aux input Open/Close control will be maintained. ESD is parity bit setting of the host.
always push to run (non maintained).
Using the + or - keys display the
required parity bit:
5. Remote I/P Setting
Ensure that the correct [Od] setting is selected (refer to page 38). [no] No parity bit
For Modbus this is [rE]. [En] Even parity bit
The factory default for [PF] is [OF]. Auxiliary Input Mask [OF] [Od] Odd parity bit
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).
50
PF Profibus Remote PP
Auxiliary Input
Using the + or - keys display the Setting [PP] is not used by
required mask setting. Profibus. Entered settings will
be ignored.
Setting instructions for actuators The DeviceNet module must be The DeviceNet module must be set to
including an optional DeviceNet DFU allocated a unique address. the DeviceNet highway baudrate.
module check wiring diagram for
Using the + or - keys display the Using the + or - keys display the
inclusion.
required address. required baudrate:
DeviceNet module set up screens can
Address to be set within the range 01 [01] 125 k baud
be turned off to provide extra security.
to 3F Hexadecimal. See page 72 for
The action of turning screens on or off [03] 250 k baud
conversion. If an address value outside
does not effect its operation.
this range is entered, the address set [06] 500 k baud
Use the + or - key to turn on will revert to 01 (for 00) or 3F (for value
DeviceNet set up screens. above 3F).
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.
50 Positional Display
Q
With [Ab] displayed
Q
IrDA Cell
comms Phone
Use the + and - key to select the
P? O PC O Ir O Ic
required actuator type. The selectable
Q Contact Function values are related to actuator type as
cr O Contact S1 r1 follows:
Q Q Value Type
Contact S2 r2
Primary Q 1 IQT125
Functions
Contact S3 r3 3 IQT250
Q 6 IQT500
Contact S4 r4 12 IQT1000
Q 24 IQT2000
ESD Action
Control Mode A1 PRESS THE KEY.
Configuration
Q The displayed value will flash,
Extra Indication Folomatic Remote Bus indicating that it has been set.
Contacts CPT Remote Control Control Source System
Option Selection OE O OI O OF O Od O OP Any value of hex outside of the range
Q stated will not be accepted into the
PA actuator memory.
Q NOTE: Mains power has to be on for
IQT Speed
O
Actuator
Setting Type actuator type setting to be carried out.
AA Ab
60
9.17 Default Options
[d1] and [d2]
All IQT functions are configured to a set of Rotork default (standard) settings before Rotork standard [d1] Default settings for IQT:
despatch, see the table opposite. When requested, alternative settings specified
with the order will be used. When site commissioning takes place, entered settings Function [d1] Default Setting
overwrite Rotork defaults and these current settings are used for operation along [P?] Password Unaffected will remain as set
with the remaining unadjusted defaults. [Ir] IrDA Insight [On] IrDA Enabled
Should difficulty be encountered during commissioning the default settings can be [Ic] Cell Phone [OF] Disabled
reinstated, returning the actuator configuration to its original manufactured state.
Site commissioning must then begin again. Primary Functions
There are two levels of default: [C1] Close Direction [C] Clockwise
d1 Rotork standard or customer specified primary and secondary settings. [C2] Close Action [Ct] Close Torque
[C3] Open Action [Ot] Open Torque
d2 Limit positions only factory set limits.
[tC] Close Torque [40] 40% of rated
NOTE: Settings associated with control options Folomatic, Pakscan, Modbus
Profibus and Foundation Fieldbus are not affected by d1 or d2. [tO] Open Torque [40] 40% of rated
Functions will remain as set.
Secondary Functions
If d1 is entered, all Primary and Secondary Functions except limit positions [r1] Indication Contact S1 [CI]/[nO] Close, Normally Open
will return to their default setting. See the table opposite for Rotork
[r2] Indication Contact S2 [OP]/[nO] Open, Normally Open
standard settings. Primary setting (except limits) and secondary settings
must then be checked and reset as required (refer to Primary Functions page 15 [r3] Indication Contact S3 [CI]/[nC] Close, Normally Closed
and Secondary Functions page 25). [r4] Indication Contact S4 [OP]/[nO] Open, Normally Closed
If d2 is entered the limits will be reset, with the actuator positioned at [A1] ESD Action [SP] Stay put on ESD
50%. Limits must then be reset to the suit the valve (refer to Primary
Functions page 15). [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 [On] Maintains in Local Control
61
9.17 Default Options
[d1] and [d2]
Rotork standard [d1] Default settings continued: The Rotork standard default settings are subject to change without notice.
If specified with order, [d1] settings will be configured as requested.
Function [d1] Default Setting
To reinstate [d1] settings, with [d1] displayed.
[A7] 2-wire Remote Control [SP] Stayput on 2-wire signal
[A8] Interlocks [OF] I/L function disabled PRESS THE KEY.
[A9] Conditional Control [OF] Function disabled The setting bars will flash, indicating the [d1] default settings have been reinstated.
[AE] Torque Switch Bypass [OF] Function disabled To reinstate factory set limits (actuator positioned at 50%) with [d2] displayed,
[OE] Option Extra Indication Contacts [OF] Unless fitted. See wiring diagram PRESS THE KEY.
[OI] Option CPT [HI] 4mA at Closed The setting bars will flash, indicating the [d2] default limits have been reinstated.
[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
[d1] Displayed [d2] Displayed
[OS] Power Loss Inhibit [OF] Protection off
H1
BATTERY LOW ON POWER UP
H2
LOW BATTERY
Bar ON = Low battery detected On Bar ON = Battery level low.
Power Up. Bar OFF = Battery OK.
Phase Position ESD
Loss Error If [OS] is selected [On] (set as default ) Active Bar ON when the battery is low but still
the actuator operation will be inhibited able to support the necessary actuator
when powered up with a discharged functions.
Low
battery (refer to [OS] page 58). Battery The battery should be replaced at the
The battery should be replaced at the earliest possible opportunity.
Local earliest opportunity (refer to section Battery
Controls 10). Discharged ESD SIGNAL ACTIVE
Error Bar ON = ESD Signal is present.
Battery Low LOCAL CONTROLS ERROR
on Bar ON = Invalid Local Control Help Screen 2 When applied, an Emergency
Power-up Shutdown Signal will override any
Signals Detected.
BATTERY DISCHARGED existing local or remote control signal,
Help Screen 1 For example if a Local Open and Close causing the actuator to respond in the
Bar ON = Battery Discharged.
signal is detected at the same time this direction selected for ESD.
POSITION ERROR would be classed as an invalid or fault Bar ON when the battery is no longer
Bar ON = Current Position Error able to support actuator functions The ESD function will be determined by
condition.
Present. under loss of power conditions. the settings on Control Mode
PHASE LOSS Configuration screens [A1] to [A5]
During power up the actuator position The battery must be replaced (refer to (refer to Section 9.3).
processor compares the current position Bar ON = Phase Lost (3 Phase
Section 10) and limit positions reset
to that stored in the eeprom. If there is Actuators Only). The actuator will not respond to any
(refer to [LC] and [LO] section 8).
a discrepancy this is shown as a current Loss of third monitored power supply local or remote control while an ESD
position error. phase connected to actuator terminal 3. signal is maintained.
Re-setting of both actuator limits
should now be carried out (refer to
section 8).
66
H3 Factors Inhibiting H4 Remote Control H5 Remote Interlocks,
Electrical Operation Inputs Local Control
Inputs, & T/stat
H3 H4
REMOTE CLOSE 1
Anti
Clockwise ESD 2 Remote REMOTE MAINTAIN 1 Thermostat Close
Limit Close 1 Bar OFF = Remote Maintain Tripped Interlock
signal present.
Inhibit Remote Bar ON = Remote Maintain not Local Open Local not
Close 2 ESD 1 present and/or Remote Stop not Present Selected
active.
Remote Remote Local Close Remote
Help Screen 3 Open 2 Maintain 1 REMOTE OPEN 2 not not
Bar OFF = Remote Open signal Present Selected
CLOCKWISE LIMIT Help Screen 4
present from BUS option pcb. Help Screen 5
Bar ON = Actuator has reached All remote signals designated with 1
clockwise limit of travel. are standard hard wired remote inputs. REMOTE CLOSE 2 OPEN INTERLOCK
Bar OFF = Remote Close signal Bar ON = Open Interlock Active.
ANTI-CLOCKWISE LIMIT When a Pakscan, Profibus or
present from BUS option pcb. (Actutator disabled)
Bar ON = Actuator has reached Foundation Fieldbus card is fitted,
Anti-clockwise limit. remote control inputs are designated Unauthorised Open electrical operation
ESD 2
with a 2. can be prevented by interlocking the
Bar OFF = ESD signal present
INHIBIT from BUS option pcb. actuator (Open) control with an
Bar ON = Actuator inhibited. REMOTE OPEN 1 external interlock contact.
Bar OFF = Remote Open Signal
REMOTE MAINTAIN 2 If external interlocks are not required
Possible Causes: Present.
Bar OFF = Remote Maintain the interlock function must be selected
Phase Loss (3 phase only). signal present from BUS option OFF.
Power Loss Inhibit (page 58). pcb.
Internal Failure.
67
H5 Remote Interlocks, H6 Torque Switch Status & IR
Local Control Inputs, Setting Tool Comms for
& T/stat continued Vandal Proof Applications
CLOSE INTERLOCK THERMOSTAT TRIPPED
H6
TORQUE SWITCH TRIPPED
Bar ON = Close Interlock Active. Bar ON = Thermostat tripped. Bar OFF = Torque switch tripped.
(Actuator disabled)
The actuator motor is protected by IR Remote When the actuator generates a value of
Control not
Unauthorised Close electrical operation thermostats. Selected torque equal to that set for Open
can be prevented by interlocking the (when opening) or Close (when closing)
Should the motor become overheated IR Local Local
actuator (Close) control with an it will stop, protecting itself and the
the thermostats will trip and the Control Controls
external interlock contact. Disabled not Fitted valve from damage. This feature is
actuator will stop. On cooling the
known as Over Torque Protection.
If external interlocks are not required thermostat will automatically reset,
the interlock function must be selected enabling operation. See the actuator IR Closed Once a torque trip has occurred further
OFF. nameplate for the motor rating. Signal not operation IN THE SAME DIRECTION is
Present prevented.
REMOTE NOT SELECTED LOCAL STOP NOT SELECTED IR Open Torque
Bar ON = Local Stop not selected. This latching of the event protects the
Bar ON = Remote control not selected. Signal not Switch
Present Tripped actuator and valve from repeated
Bar OFF = Remote control selected. Bar OFF = Local stop selected.
hammering against the obstruction
Help Screen 6 as a response to a maintained control
LOCAL CLOSE NOT PRESENT LOCAL NOT SELECTED
Bar ON = Local control not selected. When actuators are supplied for Vandal signal.
Bar ON = Local Close signal not present.
Bar OFF = Local Close signal present. Bar OFF = Local control selected. Proof applications the local control To de-latch the actuator it must be
knobs are removed to prevent reversed.
LOCAL OPEN NOT PRESENT unauthorised operation.
Bar ON = Local Open signal not present. (For actuator torque adjustment, refer
The local control functions are then to [tC ] and [tO] section 8)
Bar OFF = Local Open signal present. carried out by using the Infra-red
Setting Tool.
Refer to actuator nameplate for unit specific approval details USA hazardous Area
FM. Class 1, Division 1, Groups C, D, E, F, G hazardous areas.
European Hazardous area
Factory Mutual - Explosionproof to NEC Article 500.
EExd IIB T4. ATEX (94/9/EC) II 2GD
Temperature -30C to +60C (-22F to +140F).
CENELEC Norm EN50014 and EN50018
*Option -40C to +60C (-40F to +40F).
Temperature -20C to +70C (-4F to +158F).
*Alternative for Group B hazardous area. Temperatures as for Groups C and D.
*Option -30C to +70C (-22F to +158F).
*Option -40C to +70C (-40F to +158F). Canada hazardous Area
*Option -50C to +40C (- 58F to +104F). CSA EP. Class 1, Division 1, Groups C and D hazardous areas.
Canadian Standard Association - Explosionproof
EExd IIC T4. ATEX (94/9/EC) II 2GD Temperature -30C to +70C -22F to +158F).
CENELEC Norm EN50014 and EN50018. *Option -50C to +40C (-58F to +104F).
Temperature -20C to +70C (-4F to +158F). *Alternative for Group B hazardous area. Temperatures as for Groups C and D.
EExde IIB T4. ATEX (94/9/EC) II 2GD International Non hazardous
CENELEC Norm EN50014, EN50018 and EN50019. WT: Standard watertight, BS EN 60529 :1992, IP68, 7 metres/72 hours.
Temperature -20C to 70C (-4F to +158F). Temperature -30C to +70C (-22F to +158F).
*Option -30C to +70C (-22F to +158F). *Option -40C to +70C (-40F to +158F).
*Option -40C to +70C (-40F to +158F). *Option -50C to +40C (-58F to +104F).
*Option -50C to +40C (-58F to +104F).
US Non hazardous
EExde IIC T4. ATEX (94/9/EC) II 2GD NEMA 4, 4X and 6.
CENELEC Norm EN50014, EN50018 and EN50019. Temperature -30C to +70C (-22F to +158F).
Temperature -20C to +70C (-4F to +158F). *Option -40C to +70C (-40F to +158F).
International Hazardous area *Option -50C to +40C (-58F to +104F).
IEC. Exd IIB T4 Canada Non hazardous
IEC60079-0 and IEC60079-1 for Exd IIB T4 CSA WT: Canadian Standard Association Watertight.
Temperature -20C to +60C (-4F to +140F) Wiring and components complying with CSA Enclosure 4 and 4X.
IEC. Exd IIC T4 Temperature -30C to +70C (-22F to +158F).
*Option -40C to +70C (-40F to +158F).
IEC60079-0 and IEC60079-1 for Exd IIC T4
*Option -50C to +40C (-58F to +104F).
Temperature -20C to +60C (-4F to +140F)
Rotork can supply actuators to national standards not listed above.
For details please contact Rotork.
If your Rotork actuator has been correctly Australia Brunei Caribbean (Puerto Rico) China
installed and sealed, it will give years of Western Australia Agent Agent Agent Hong Kong
trouble-free service. Tel: +61 8 9314 1827 Tel: +673 3 336122 Tel: +1 787 751 4415 Rotork Company
Fax: +61 8 9314 1837 Fax: +673 3 336142 Fax: +1 787 250 1842 Tel: +852 2520 2390
Should you require technical assistance or E-Mail: sales@pipact.com.au E-Mail: cnets@brunet.bn E-Mail: Fax: +852 2528 9746
spares, Rotork guarantees the best service E-Mail:rotorkhk@netvigator.com
in the world. Contact your local Rotork Austria Canada Chile
representative or the factory direct at the Agent Rotork Company HQ Agent Colombia
address on the nameplate, quoting the Tel: +43 7224 66008 Tel: +1 403 569 9455 Tel: +56 2 441 1033/699 2001 Agent Main Office
actuator type and serial number. Fax: +43 7224 66008 Fax: +1 403 569 9414 Fax: +56 2 441 1023 Tel: +57 1 621 27 40
E-Mail: kilches_keg@magnet.at E-Mail: info@rotork.ca E-Mail: valvulas@ineco.cl Fax: +57 1 621 25 61
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Tel: + 213 6 37 4854 Bahrain Canada China
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Tel: +973 727790 Montreal Shanghai Agent
Australia Fax: +973 727811 Rotork Company Rotork Company Tel: +385 1 4 577 217
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Tel: +61 3 53 381566 Fax: +1 514 355 0024 Fax: +86 21 6478 5035 E-Mail:
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E-Mail: mail@rotork.com.au Agent Cyprus
Tel: +32 2 7263300 Canada China Agent
Australia Fax: +32 2 7263633 S.W. Ontario Sichuan Tel: +357 2 434131
Brisbane E-Mail: prodim@brutele.be Rotork Company Rotork Branch Fax: +357 2 433416
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Tel: +61 7 3373 2050 Bolivia Fax: +1 519 337 0017 Fax: +86 28 6521056
Fax: +61 7 3255 5388 Agent E-Mail: info@rotork.ca E-Mail: rotorkcd@mail.sc.cninfo.net Czech Republic
E-Mail: Tel: +591 3 532615 Agent
Fax: +591 3 552528 Canada China (South) Tel: +420 5 48321534
Australia E-Mail: inca@roble.entelnet.bo Toronto Guangzhou Fax: +420 5 48216240
Sydney Rotork Company Rotork Branch E-Mail:
Rotork Company Brazil Tel: +1 905 602 5665 Tel: +86 20 81320500
Tel: +61 2 9 567 2735 Agent Fax: +1 905 602 5669 Fax: +86 20 81320499
Fax: +61 2 9 567 2739 Tel: +55 71 235 6588 E-Mail: info@rotork.ca E-Mail:
E-Mail: Fax: +55 71 235 3299 rotorkgz@public.guangzhou.gd.cn
E-Mail: bahia@fluxopet.com.br
Denmark Hungary Indonesia Jordan Malaysia
Agent Agent Rotork Company Agent East Malaysia
Tel: +45 32531777 Tel: +36 76 495932 Tel +62 21 5806764 Tel: +962 6 581 9982 Agent
Fax: +45 32530504 Fax: +36 76 495936 Fax: +62 21 5812757 Fax: +962 6 582 5818 Tel: +60 85 410079
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E-Mail:
Ecuador India Ireland (Northern) Korea (South)
Agent Bangalore Agent Rotork Company Malaysia
Tel: +593 2 222 585 Rotork Factory Tel: +44 28 90 841004 Tel: +82 331 265 0962 West Malaysia
Fax: +593 2 569 950 Tel: +91 80 8395576 Fax: +44 28 90 841007 Fax: +82 331 265 1369 Rotork Company
E-Mail: ecuador@cadrai.com Fax: +91 80 8391601 E-Mail: flotecsales@aol.com E-Mail: rotork@unitel.co.kr Tel: +60 3 7880 9198
E-Mail: rotorkblr@vsnl.com Fax: +60 3 7880 9189
Egypt Ireland (Southern) Kuwait E-Mail: rotork@rotork.com.my
Agent India Dublin Agent Agent
Tel: +20 2 2574830/2573456 Calcutta Tel: +353 1 2952182 Tel: +965 241 5921 Mexico
Fax: +20 2 2575695 Rotork Branch Fax: +353 1 2953713 Fax: +965 241 2485 Agent
E-Mail: mamer@pyramid.com.eg Tel: +91 33 282 3306 E-Mail: pkelly@pli.ie E-Mail: Unetcon@hotmail.com Tel: +52 5 559 2959/2777
Fax: +91 33 282 3473 Fax: +52 5 575 1092
Finland E-Mail: rotorkcal@vsnl.com Italy Latvia E-Mail: rotork@iwm.com.mx
Agent Rotork Company Agent
Tel: +358 9 350 7410 India Tel: +39 02 45703300 Tel: +371 7 315086/315087 Netherlands
Fax: +358 9 374 3590 Chennai Fax: +39 02 45703301 Fax: +371 7 315084 Rotork Company
E-Mail: Rotork Company E-Mail: rotork.italia@rotork.it E-Mail: rino@mailbox.neonet.lv Tel: +31 10 414 6911
Tel: +91 44 625 4219/625 8136 Fax: +31 10 414 4750
France Fax: +91 44 625 7108 Japan Libya E-Mail: sales@rotork.nl
Rotork Company E-Mail: rotork@vsnl.com Osaka Agent
Tel: +33 1 43 11 15 50 Rotork Company Tel: +218 21 47 72628/78598 New Zealand
Fax: +33 1 48 35 42 54 India Tel: +81 728 35 7555 Fax: +218 21 47 72782 Auckland
E-Mail: (name)@rotork.fr Mumbai Fax: +81 728 35 7548 E-Mail: cpsi@go.com.jo Agent North Island
Rotork Branch E-Mail: Tel: +64 9 634 0456
Germany Tel +91 22 5584578 Lithuania Fax: +64 9 625 2678
Rotork Company Fax: +91 22 5584540 Japan Agent E-Mail:
Tel: +49 2103 95876 E-Mail: rotorkbom@vsnl.com Tokyo Tel: +370 7 202410
Fax: +49 2103 54090 Rotork Company HQ Fax: +370 7 207414 New Zealand
E-Mail: info@rotork.de India Tel: +81 3 3294 8551 E-Mail: agava@kaunas.aiva.lt Christchurch
New Delhi Fax: +81 3 3294 6460 Agent South Island
Greece Rotork Branch E-Mail: mail@rotork.co.jp Head Office
Agent Tel +91 11 5616305 Tel: +64 3 353 4665
Tel: +30 1 6549433/6536610 Fax: +91 11 5502840 Fax: +64 3 353 4666
Fax: +30 1 6517810 E-Mail: rotorkdel@vsnl.com E-Mail:
E-Mail: melco@otenet.gr
New Zealand Pakistan Romania Sweden Turkey
Wellington Agent Agent Partille Agent
Agent North Island Tel: +92 21 5861509/5861510 Tel: +40 44 114187/114664 Agent Head Office Tel: +90 216 327 34 71
Tel: +64 4 477 5070 Fax: +92 21 5874674 Fax: +40 44 114664 Manual Tel: +46 53 3763952 Fax: +90 216 327 34 72
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Nigeria Agent Rotork Company Sweden Head Office,
Agent Tel: +51 1 330 7728 Tel: +7 095 229 24 63 Saffle Tel: +44 1225 733200,
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Norway Philippines Agent/J.V. Agent
Stavanger Manila Agent Tel: +966 3 833 1661 Syria Tel: +971 2 632 5111
Agent HQ Tel: +63 2 7312610/7326125 Fax: +966 3 833 9369 Agent Fax: +971 2 621 1934
Tel: +47 51 844204 Fax: +63 2 7312610 E-Mail: Tel: +963 31 230 289 E-Mail: unitech@emirates.net.ae
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E-Mail: Portugal Rotork Company United States of America
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Agent Sales Office E-Mail:Lca.Lcaeng@clix.pt Fax: +66 2 272 7167 Fax: +1 770 623 6124
Tel: +47 67 906120 South Africa E-Mail:mail@rotork.co.th E-Mail:miguel.lopez@rotork.com
Fax: +47 67 906472 Qatar Rotork Company
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Tel: +974 44 19603 Fax: +27 11 453 9894 Agent Chicago & Mid West
Oman Fax: +974 44 19604 E-Mail: Tel: +1 868 6524889/6523422 Rotork Company
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E-Mail:techsales@gpsoman.com Tel: +34 94 676 60 11
Fax: +34 94 676 60 18
E-Mail:rotork@rotork.es
United States of America United States of America Vietnam
Houston South Central Region Agent
Rotork Company Rotork Company Tel: + 84 8 84 62525
Tel: +1 713 7825888 Tel: +1 972 459 4957 Fax: + 84 8 8423218
Fax: +1 713 7828524 Fax: +1 972 745 2041 E-Mail:info@vam-net.com
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Yemen
United States of America United States of America Agent
New York City Southern California Tel: +967 1 272988
Rotork Company Rotork Company Fax: +967 1 271890
Tel: +1 716 328 1550 Tel: +1 949 348 2913 E-Mail:ssl@y.net.ye
Fax: +1 716 328 5848 Fax: +1 707 769 4888
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1. Introduction. There are three possible failsafe On loss of AC supply the IQT removed before any maintenance
The IQT battery failsafe actuator actions that can be customer battery failsafe does not support work is carried out on the
provides electrical operation after configured: analogue current position actuator or the battery assembly.
loss of main AC electrical supply, transmitter (CPT) position feedback
Failsafe Close - Before fitting Fuses FS3 and FS4
allowing the valve to be controlled or serial network communication.
Close valve on loss of AC supply the IQT actuator must be
to a process, mains fail safe position. The IQT monitor relay will de-
commissioned in accordance with
On loss of AC supply, power is Failsafe Open - energise on loss of AC supply.
Publication no. E175E.
provided from integral batteries Open valve on loss of AC supply
WARNINGCONTAINS BATTERIES:
located in a extended version of the 2. Battery Failsafe
Stayput waiting for command -
terminal cover. With AC power FIRE, EXPLOSION AND SEVERE Specification
The actuator can then be directed
applied to the actuator, the batteries BURN HAZARD. DO NOT SHORT Environmental:
to operate via local or standard
are charged from the actuator. CIRCUIT. DO NOT INCINERATE.
remote control signals* within 30 Operating temperature -30C to +
minutes of AC power being DO NOT DISASSEMBLE BATTERY 60C.
removed. PACK. RECHARGE ONLY AS PART
OF THE IQT. DO NOT EXPOSE Enclosure (IQT battery Failsafe
*Remote signals must be applied to actuator): Watertight IP68 7m /
BATTERIES TO AMBIENT
standard remote control inputs, 72 Hrs.
TEMPERATURES ABOVE 60C
close on terminal 33, open on
Battery Pack:
terminal 35 or ESD on terminal 3 of THE IQT BATTERY FAILSAFE
battery pack connector. On loss of ACTUATOR CONTAINS HIGH Type: Sealed leadacid batteries
AC supply remote control via CAPACITY BATTERIES WHICH ARE located in a vented enclosure.
Folomatic proportional control or CONNECTED TO ACTUATOR Voltage & Capacity: 28V 2.5Ah.
serial digital network signals are not TERMINALS 14 (+) AND 21 (_). DC
available. BATTERY POWER MAY BE Float life: 8 Years at 20C, 3 years at
SUPPLIED TO THESE TERMINALS 40 C.
*On loss of AC supply the IQT
WHEN THE AC ELECTRICAL Storage Life: 2 years at 23C, 2
battery failsafe does not support
SUPPLY IS SWITCHED ON AND months at 60 C.
customer nominal 24V DC supply
SWITCHED OFF.
on terminals 4 (-ve) and 5 (+ve) and Battery pack assembly weight:
therefore control signal supply must For safety the IQT Failsafe battery 5.5Kg. For total IQT battery failsafe
be externally powered. Refer to pack is shipped with DC power weight, add 5.5Kg to the actuator
wiring diagram. fuses FS3 and FS4 removed. It is weights listed in E175E, page 71.
essential that the fuses are
3
2. Battery Failsafe Specification continued Charger : Charge/control Fuses FS1 and FS2
are rated 2A, 20mm quick blow.
Failsafe Operation Performance: The IQT battery failsafe is
Number of operations at 75% rated torque. despatched with the batteries in a The battery supply will auto
charged state, however once the disconnect at 20V or 30 minutes
Temperature C IQT125 IQT250 IQT500 IQT1000 IQT2000 IQT is connected to AC power the after AC supply is removed from the
batteries will automatically begin actuator to prevent damage caused
-30 15 12 6 3 1 charging to bring them to the float by deep discharge of batteries.
-20 50 40 20 10 5 charge state. For correct battery
charging, the IQT supply voltage Maintenance :
-0 63 50 25 12 6 must not be less than 90% of Ensure the two vents located in the
20 75 60 30 15 7 nominal. battery pack cover are not removed,
Charging Timetypically 4 hours plugged or covered. The batteries
40 75 60 30 15 7 are sealed lead acid type and require
from a discharged state (depending
60 75 60 30 15 7 on ambient temperature). no maintenance. Refer to E175E for
IQT range maintenance.
Charge state - Tri-colour LED
indication in IQT main display* fig 2 3. Failsafe Commissioning
Instructions
RedBattery charge depleted
< 80%Boost charge Before commissioning the
failsafe operation it is essential
AmberBattery charge low 80% that the IQT actuator has first
to 100%Overcharge charge been commissioned in
GreenBattery fully charged accordance with publication
Float charge E175E - IQT Range Installation
and Commissioning Instructions.
* AC Power ON indication. When
AC supply is OFF, LED status 1. Remove cover. Figure 3
indication is approximate due to Ensure the AC power supply to the
termination of battery charging. actuator is switched OFF.
Protection : Using a 6mm allen key remove the
DC power supplyFuses FS 3 and four screws securing the IQT battery
Fig. 1 Fig. 2 FS4 are rated at 20A, automobile failsafe cover and remove cover
type ATO Fast acting. from actuator housing. The cover
4
Tighten the 4 fixing bolts using a Failsafe action on loss of AC supply LK1* LK2* [A1] [A2] [A4]
6mm allen key.
Set up of the battery pack is now Close
complete. 1-2 1-2 [CL] [NO] [OF]
(no user ESD)
To enable failsafe operation, settings
within the IQT actuator must now Open
be made. 1-2 1-2 [OP] [NO] [OF]
(no user ESD)