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IQT Range

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.

Publication number E175E


Please ensure that this publication is thoroughly read and understood Date of issue 07/04
The Rotork Setting Tool allows actuator control, indication and protection functions
to be configured to suit site requirements. It is essential that all the actuator
settings are checked for compatibility with the process and control system
requirements before the actuator is put into service. Please read this publication.

When Rotork personnel or nominated agents are contracted to carry out site
commissioning and/or acceptance, documentation of commissioned actuator
configuration can be made available for customer records.
This manual covers IQT range actuators: 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

Page Page Page


1 Health and Safety 2 6 Cable Connections 10 8 Commissioning
3

2 Storage 3 6.1 Earth/Ground Connections 10 Primary Functions 15


6.2 Removing Terminal Cover 10 Primary Functions Contents 16
3 Operating your IQ Actuator 3
6.3 Cable Entry 10
3.1 Operating by Hand 3 9 Commissioning
6.4 Connecting to Terminals 10 Secondary Functions 25
3.2 Operating Electrically 3
6.5 Replacing Terminal Cover 10 Secondary Functions Contents 27
3.3 Display 4
Local Indication 7 Commissioning 11 Default Options 60
3.4 Display Alarm Indication 5 7.1 The Setting Procedure 11 10 Maintenance, Monitoring
7.2 The Setting Tool 12 and Troubleshooting 62
4 Preparing Drive Bush 7
7.3 Entering the Actuator 13 10.1 Help Screens 64
4.1 Bases F05 to F07 7
Setting Procedure
and FA05 to FA07 10.2 IrDA Diagnostics & Configuration 69
7.4 Setting Mode Password 13
4.2 Bases F10 to F14 7
7.5 New Password 13
11 Weights and Measures 71
and FA10 to FA14 Binary, Hexadecimal and Decimal 72
7.6 Checking Mode 13
4.3 Machining the Drive Bush 7 Conversion Table
7.7 Procedure Branch 14
4.4 Fitting the Drive Bush 7
Crossroad 12 IQ Approvals 73
5 Mounting the Actuator 8 7.8 The Actuator Display 14
5.1 IQT Actuators 8 Setting/Checking Mode
5.2 IQTM Actuators 8 7.9 Returning to Valve 14
5.3 IQTF Actuators 8 Position Display
5.4 Lifting the Actuator 8
5.5 Securing Actuator to Valve 8
5.6 Stop Bolts 9
2
1 Health and Safety

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. 3.8 Fig. 3.9


The actuator alarm icon, Fig. 3.8, is The battery alarm icon, Fig. 3.9, is
displayed when an active actuator displayed when the actuator detects its
alarm is present. battery as being low, discharged or
missing.
Electrical operation will be inhibited
while an alarm is present. The possible If, on power up, the actuator detects a
causes are: discharged battery and actuator power
loss inhibit feature [OS] is enabled
Transformer thermostat tripped
(refer to page 58), both battery and
Battery low on power up* actuator alarm icons (Fig.3.8 and 3.9)
will be displayed. Electrical operation
Power supply fault will be inhibited.
*see Battery Alarm When the battery alarm icon
(To identify the specific cause of the is displayed, the battery should be
alarm refer to Help Screens). replaced immediately (refer to page 62).
7
4 Preparing Drive Bush

4.1 Bases F05 to F07 4.3 Machining the Drive Bush


and FA05 to FA07 Once removed, the drive bush can be
The base adaptor must be removed to machined to suit the valve stem. Ensure
give access to the drive bush. Remove machined position allows correct
the four capscrews and base adaptor as orientation of actuator-to valve flange
shown in figure 4. and correct direction to close the valve.

4.4 Fitting the Drive Bush


Note: The drive bush can be fitted in
two possible positions, 180 apart. Fit
the drive bush into the centre column
ensuring that the stem orientation,
Fig. 4.1 Fig. 4.2 actuator position and direction of
operation are correct for valve
4.2 Bases F10 to F14 The range of IQT drive bushes is shown operation. Secure the drive bush with
in figure 4.3. Please refer to publication the capscrews. For F05, FA05, F07 and
and FA10 to FA14 E110E for maximum stem acceptance
Removal of the drive bush does not FA07 bases, refit the base adaptor and
details. secure with the four capscrews.
require the removal of the actuator
Fig. 4 base. Using a 3mm allen key, unscrew
the two capscrews retaining the drive
Clear access to the drive bush is now bush.
available as shown in figure 4. Using
the a 3mm allen key, unscrew the two Capscrews can be used to remove the
capscrews retaining the drive bush and drive bush by screwing into the drive
remove the drive bush from the bush as shown in figure 4.2.
actuator.

Fig. 4.3
8
5 Mounting the Actuator

5.1 IQT Actuators 5.4 Lifting the Actuator WARNING:


The IQT range of actuators are suitable (Refer to Weights and Measures page Do not lift the actuator and valve
for part turn applications requiring up 71 for actuator weight.) combination via the actuator. Always
to 60 starts per hour. lift the valve/actuator assembly via the
Ensure the valve is secure before fitting
valve.
5.2 IQTM Actuators the actuator, as the combination may
The IQTM range of actuators are be top heavy and therefore unstable.
suitable for modulating control duty of If it is necessary to lift the actuator
up to 1200 starts per hour in using mechanical lifting equipment
accordance with IEC 34-1 to S4 50%. certified slings should be attached as
Commissioning of IQTM range indicated in Figure 5. At all times
actuators is identical to the standard trained and experienced personnel
IQT (refer to Sections 7, 8 and 9). should ensure safe lifting, particularly
Fig. 5.1
when mounting actuators.
5.3 IQTF Actuators
The IQTF range of actuators are A suitable mounting flange conforming 5.5 Securing Actuator to Valve
suitable for part-turn and multi-turn, to ISO 5210 or USA Standard MSS Before engagement ensure that the
non-thrust applications requiring low SP101 must be fitted to the valve. actuator and valve are in the same
speed and low operating turns. Actuator to valve fixing must conform position (i.e. closed) and the drive bush-
Commissioning of IQTF range actuators to; Material Specification ISO Class 8.8, Fig. 5 machining matches the stem position.
is similar to the standard IQT (refer to yield strength 628 N/sq mm. Actuator position can be determined
Sections 7, 8 and 9). WARNING: using the display (refer to section 3.3
The actuator should be fully supported page 4) and if necessary can be moved
until full valve stem engagement is using the handwheel (refer to section
achieved and the actuator is secured to 3.1 page 3). It may be necessary to
the valve flange. adjust the stop bolts to enable
sufficient travel. Refer to section 5.6
page 9.
9

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.

Reset actuator limits


Refer to Limits LC, LO page 22.
10
6 Cable Connections

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

7.1 The Setting Procedure 2. Secondary Functions Actuator Display


The Rotork IQ range of actuators is the Settings covering the control,
first that enables commissioning to be indication and optional
Position Display 50 This may be an open or closed symbol
carried out without removing covers. equipment functions.
Setting torque, limit and other
All IQT actuator functions are
Q or a percentage open value.

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

7.2 The Setting Tool 8 2


Specification 4
Enclosure IP67
Certification EEx ia IIC T4 (intrinsically safe)
6
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)
1
Operating range 0.75m (from actuator display window) 3
Name Instruction 5
1. Q Key* Display next function down
7
2. O Key* Display next function across
3. - Key Decrease/change displayed functions value or option setting
Fig. 7 The Setting Tool
4. + Key Increase/change displayed functions value or option setting
5. Key Enter displayed value or option setting Setting Tool Battery Replacement
Battery status can be checked by looking at the Infra-red transmitter window while
* Pressing the two arrow keys together returns the actuator display to the position depressing any Setting Tool button. A flashing red indicator should be seen.
indication mode 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
Infra-red local operation (when enabled) cover to expose the battery.
5. Key Stop actuator
In order to maintain hazardous area certification fit only Duracell MN1604 or
6. Key Open actuator Rayovac Alkaline Maximum NoAL-9V battery types. Refit cover ensuring red
7. Key Close actuator indicator LED faces the transmitter window in the back cover.

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

Viewing the Primary Function Settings

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.

50 BOOST SHOULD NOT BE Rated


Q SELECTED WHEN THE ACTUATOR
HAS BEEN CONFIGURED TO OPEN
ON TORQUE (refer to [C3] page 19)
Q unless back seating at Rated torque is
P? O PC O Ir O Ic acceptable.

Q Using the + and - keys display the 40%


recommended torque value. Boost
cr
Q In the absence of a recommended
torque value, try a low setting and
c1 O c2 O c3 In checking mode, on pressing the Q
increase until satisfactory valve key after reviewing open torque setting,
Q operation is achieved. the display will revert to valve position.
tC O tO NOTE: Rated torque is quoted on the
99%
Q actuator nameplate. Boost torque is at
least 140% of Rated torque.
LC O LO
Q PRESS THE KEY.
50 The displayed value will flash, indicating
that it has been set.
22
LC Set Limit Closed LO Set Limit Open

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.

NOTE: When in checking mode Set


Limit Closed [LC] does not appear.
23
AA Speed Setting

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

2-wire Control Stayput Priority


32
A8 External Interlocks A9 Conditional Control At Torque Switch Bypass

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.

Conditional Control Off


Torque Switch Bypass Off
33
9.4 Option Extra OE Display Extra Contact
Indication Contacts Set-up Screens
Extra indication contacts S5 [r5], S6 The action of turning on the Extra
[r6], S7 [r7] and S8 [r8] are available as Contact Option makes an additional
an option. series of set-up screens available
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 S1S4 (refer to Section
9.2 page 28).
Enabled Disabled
Unless specified with order the default Extra Contact Set-up Displays
setting for the extra indication contacts
Press the + or - key to select the Extra
will be as follows:
Contact Option set-up screens [On].
S5 [r5] Close limit indication
PRESS THE KEY.
S6 [r6] Open limit indication
The displayed option will flash
S7 [r7] Torque trip mid travel indicating that it has been set.
S8 [r8] Remote control selected PRESS THE Q KEY TO ACCESS S5
TO S8 SET-UP DISPLAYS.
NOTE: If the Extra Contact Option is
not included in the actuator build, any The procedure for setting S5 to S8
settings made for S5S8 will have no is the same as that for S1 to S4
effect on the indication output of the (refer to Section 9.2 page 28).
actuator.
34
9.5 Option CPT [OI]
(Current Position Transmitter)
Setting instructions for actuators NOTE: If the actuator has options
including a CPT providing 4-20 Folomatic and CPT, redefining the CPT,
mA analogue position feedback. will require the Folomatic to be
recommissioned (refer to Section 9.6
The CPT is an optional extra. It may be Folomatic [OI] page 35).
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.
35
9.6 Option Folomatic OI Folomatic Feedback 9.4 Display Folomatic
Remote Control Set-up Screens
Setting instructions for actuators This instruction lists the Folomatic Before commissioning of the Folomatic The action of turning on the Folomatic
including a Folomatic function displays in their sequence and functions can begin, the Folomatic option makes an additional series of
(proportional) Controller for use assumes that all Folomatic functions are Feedback must be set to suit the settings available.
to be checked/set. applied set point signal.
in (analogue) valve position
control. The actuator should be selected in Local
or Stop with the set point signal
The Folomatic is an optional connected to terminals 26(+ve) and
control device. Check actuator 27(-ve) (refer to wiring diagram).
wiring diagram for inclusion.
Before setting the parameters for Folomatic Folomatic
Option Folomatic ensure Remote With [HI] displayed, an increasing set Set-up Screens Set-up Screens
Control Source [Od] has been point signal will correspond to valve OFF ON
opening.
selected to [bo] in Section 9.7. Use the + or - key to select Folomatic
If a high set point signal is required to Display [On].
Folomatic set-up screens can be turned correspond to valve closing use the + or
OFF to provide extra security. - key to change to [LO]. PRESS THE KEY.
Once selected ON the option function PRESS THE KEY. The displayed option will flash
displays allow commissioning of the indicating that it has been set.
The displayed option will flash
Folomatic to be undertaken.
indicating that it has been set. Press the Q key to access the
NOTE: Turning ON/OFF the Folomatic Folomatic set-up displays.
set-up screens (when fitted) does not If setting [OI] is modified after
affect its operation. commissioning the Folomatic, it will be
necessary to recommission the
Folomatic.
Press the O key to access the
Folomatic set-up display [OF].
36
FI Set Point Fr Set Point FL Valve Position FH Valve Position
Signal Type Signal Range LOW Set Point HIGH Set Point
Using the + or - key select [ l] for Using the + or - key select [05], [10] or APPLY MINIMUM APPLY MAXIMUM
current set point signal or [ U] for [20] to correspond with the set point SET POINT SIGNAL SET POINT SIGNAL
voltage set point signal. signals within the range of 05mA or
volts, 010mA or volts or 020mA or Using the + or - key select: Using the + or - key select:
volts (i.e. 420mA). [ ][ ] = valve closed [ ][ ] = valve closed
[01] to [99] = percent open [01] to [99] = percent open
[ ] = valve open [ ] = valve open
to correspond with the LOW set point to correspond with the HIGH set point
signal. signal.
Current Mode Selected
PRESS THE KEY. 020mA or Voltage
The displayed option will flash Range Selected
indicating that it has been set.
PRESS THE KEY.
Press the O key to display [Fr]. The displayed option will flash
indicating that it has been set. Valve Closed Valve Open
on LOW Signal on HIGH Signal
Press the O key to display [FL].
PRESS THE KEY. PRESS THE KEY.
The displayed value will flash indicating The displayed value will flash indicating
that it has been set. that it has been set.
Press the O key to display [FH]. Press the O key to display [Fd].
37
Fd Deadband Ft Motion Inhibit FA Action On Loss of FF Failsafe Action
Adjustment Timer Adjustment Set Point Signal
If the actuator hunts or responds The motion inhibit timer introduces a Use + or - key to enable [On] or disable Failsafe action when [FA] enabled.
unnecessarily to a fluctuating set point delay in the actuator response to a [OF] action on loss of set point signal.
Use + or - key to select, on loss of set
signal the deadband must be increased. rapidly fluctuating set point signal,
If more accurate control is required the preventing unnecessary movement. [On] Failsafe as determined by [FF]. point signal:
deadband may be decreased. [OF] Failsafe to position [Lo] move valve to position
Once the system stabilises the actuator
Use the + or - key to select the will respond to steady changes in the corresponding to low set point. corresponding to minimum set
deadband width. Range 0099 set point signal as necessary. point.
corresponds to 09.9% of setpoint [SP] stayput on loss of set point.
Use + or - key to adjust motion inhibit
signal.
time in seconds: range 099. Normally [Hl] move valve to position
NOTE: Maximum deadband is 9.9% of it is recommended that motion inhibit corresponding to maximum set
valve stroke. Normally minimum time should not be set to less than 5 point.
deadband should not be less than 1%. seconds (refer to note on page 58).
Enabled
PRESS THE KEY.
The displayed option will flash
indicating that it has been set.
NOTE: Failsafe action ON will be
Deadband Set to 1.2% Motion Inhibit effective only for systems using an
of Valve Stroke Time Set to 5 Seconds offset or live zero signal range, for PRESS THE KEY.
example 420 mA.
PRESS THE KEY. PRESS THE KEY. The displayed option will flash
Press the O key to display [FF]. indicating that it has been set.
The displayed value will flash indicating The displayed value will flash indicating
that it has been set. that it has been set. Commissioning of the Folomatic is now
complete. Remote control may be
Press the O key to display [Ft]. Press the O key to display [FA]. selected.
38
9.7 Remote Control Source Od Remote Control Source

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.

PRESS THE KEY.


The displayed option will flash
indicating that it has been set.
Press the O key to display [Pb].
Continued
40
Pb Pakscan Baud Rate PF Pakscan Remote
Auxiliary Input
Using the + or - keys display the The IQT actuator has the facility to accept 4 auxiliary inputs (AUX1AUX4). These
required baud rate. are used when supplementary remote control or digital auxiliary inputs are required
in addition to the standard control and feedback features incorporated into the
01 = 110 baud Pakscan card. It is also possible to have a combination of both remote control and
03 = 300 baud 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.
06 = 600 baud
The hexadecimal number displayed under PF can be considered as a software
12 = 1200 baud mask. It is this mask that tells the Pakscan card what type of input to expect,
24 = 2400 baud 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)
2400 baud rate set Bits 4321 4321
PRESS THE KEY. When used for remote control of the actuator bits 4 to 1 of the function character
The displayed option will flash have been designated as follows:
indicating that it has been set. Bit 4 (AUX4) ESD
Press the O key to display [PF]. 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)
41
PF Pakscan Remote
Auxiliary Input
Rules 5. Remote I/P Setting
Ensure that the correct [Od] setting is selected (refer to page 38).
1. Function bit set to 0
Any function bit set to 0 indicates that the particular aux input is to be treated as For Pakscan this is [oP].
a digital signal for field status reporting, e.g. a level switch or motor running status. The factory default for [PF] is [OF].
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).
Examples
1. The full range of remote controls is needed. Open and Close are NO and ESD
If the corresponding invert bit is set to a 1, an open contact is reported as a logic and Stop/maintain is NC.
"0" and a closed contact is reported as a logic 1 (i.e. this gives a noninverting
Aux I/P 4321
input).
Function 1111 =F
2. Function bit set to 1
Any function bit set to 1 indicates that the particular aux input is to be treated as Invert 0011 =3 i.e. set [PF] to [F3]
a digital command to operate the actuator. 2. Open and close control is required along with 2 inverted digital signal inputs
When the corresponding invert bit is set to a 0 this represents an N.C. contact as (Note that with this setting the open and close commands will be maintained.)
being the command source, i.e. a closing contact de-energises the input and an Aux I/P 4321
opening contact energises the input.
Function 0011 =3
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 Invert 0011 =3 i.e. set [PF] to [33]
opening contact de-energises the input. 3. Only an ESD input is needed. The requirement is for push to run control with a
NO contact input.
3. ESD Control
When using ESD (aux input 4), the ESD contact mode setting [A2] should be set to Aux I/P 4321
the default value of [nO]. The [A1]ESD direction setting should be set to either Function 1100 =C
Open or Close the valve (refer to page 30).
Invert 1000 =8 i.e. set [PF] to [C8]
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.
42
PF Pakscan Remote PP
Auxiliary Input
Using the + or - keys display the Setting [PP] is not used by
required mask setting. Pakscan. Entered settings will be
ignored.

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).
43
9.9 Bus System PA Modbus Address Pb Modbus Baudrate
Option Modbus [OP]
Setting instructions for actuators Use the + or - keys to turn on Modbus The Modbus module must be allocated The Modbus module must be set to the
including an optional Modbus RTU set-up screens. a unique address. RS485 highway baudrate. To set the
module check wiring diagram for baudrate the Modbus module must be
To set the address the Modbus module
inclusion. isolated from the host by disconnecting
must be isolated from the host by
the RS485 highway or turning off the
Before setting the parameters for disconnecting the RS485 highway or
host device.
turning off the host device.
Option Modbus ensure Remote Using the or keys display the required
Control Source [Od] has been Using the + or - keys display the
baudrate:
required address.
selected to [oP] in Section 9.7.
[01] 110
Modbus Set-up Screens [On] Address to be set within the range 01
to F7 Hexadecimal (refer to page 72 for [03] 300 [06] 600
Modbus module set-up screens can be PRESS THE KEY.
turned off to provide extra security. The conversion). If an address value outside [12] 1200 [24] 2400
action of turning screens on or off does The displayed option will flash this range is entered, the address set [48] 4800 [96] 9600
not affect its operation. indicating that it has been set. will revert to 01 (for 00) or F7 (for value [19] 19200 [38] 38400
above F7).
Press the Q key to display the Modbus
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

Examples PRESS THE KEY.


1. The full range of remote controls is needed. Open and Close are NO and ESD
The displayed option will flash
and Stop/maintain is NC.
indicating that it has been set.
Aux I/P 4 3 2 1
Press the O key to display [PP].
Function 1 1 1 1 =F
Invert 0011 = 3 i.e. set [PF] to [F3]
No Parity Bit
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.)
PRESS THE KEY.
The displayed option will flash
Aux I/P 4 3 2 1
indicating that it has been set.
Function 0 0 1 1 =3
Invert 0011 = 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 1000 = 8 i.e. set [PF] to [C8]
Continued
46

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).
47
9.10 Bus System PA Profibus Address
Option Profibus DP [OP]
Setting instructions for actuators Use the + or - keys to turn on Profibus The Profibus DP module must be
including an optional Profibus DP set-up screens. allocated a unique address.
module check wiring diagram for
To set the address the Profibus module
inclusion.
must be isolated from the host by
Before setting the parameters for disconnecting the RS485 highway or
turning off the host device.
Option Profibus ensure Remote
Control Source [Od] has been Using the + or - keys display the
PRESS THE KEY.
required address.
selected to [oP] in Section 9.7.
The displayed option will flash
Profibus set-up screens [On] Address to be set within the range 01
indicating that it has been set.
Profibus module set-up screens can be to 7E Hexadecimal (refer to page 72 for
PRESS THE KEY.
turned off to provide extra security. The conversion). If an address value outside Press the O to display [Pb].
action of turning screens on or off does The displayed option will flash this range is entered, the address set
not affect its operation. indicating that it has been set. will revert to 01 (for 00) or 7E (for value
above 7E).
Press the Q key to display the Profibus
set-up screens.
48
Pb Profibus Proflags 2 PF Profibus Remote
Auxiliary Input
Proflags 2 setting determines the port The IQT actuator has the facility to accept 4 auxiliary inputs (AUX1AUX4). These
used for communication and whether are used when supplementary remote control or digital auxiliary inputs are required
the host has the ability to change the in addition to the standard control and feedback features incorporated into the
Profibus module address. 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
Using the + or - keys display the
high and low tank level alarm indication, supplied via an external transducer.
required setting:
Port 1, Host Enabled The hexadecimal number displayed under PF can be considered as a software
Set: Port Host address change
mask. It is this mask that tells the Profibus module what type of input to expect,
[01] 2 disabled PRESS THE KEY. control or input signal, and what form the input will be, normally open or normally
[03] 1 disabled closed (refer to page 72 for Binary, Hexadecimal and Decimal Conversion Table).
The displayed option will flash
[06] 2 enabled indicating that it has been set. To decipher the mask the number needs to be split into two separate hexadecimal
[12] 1 enabled characters, each of which can be sub-divided into 4 binary bits. The first 4 bits
The power to the actuator must
The default setting is [12]. On failure to now be cycled in order for the represent the function and the second 4 represent the input source (known as
establish communication the setting Proflags 2 setting to take effect. invert). Pictorially this can be represented as:
will cycle between [12] and [06] at 41/4
minute intervals until communication is Press the O key to display [PF]. Left side hex character Right side hex character
established. Aux 4 to 1 (function) AUX 4 to 1 (Invert)
Bits 4321 4321
When used for remote control of the actuator bits 4 to 1 of the function character
have been designated as follows:
Bit 4 (AUX4) ESD
Bit 3 (AUX3) Stop/Maintain
Bit 2 (AUX2) Close
Bit 1 (AUX1) Open
(When used for digital signal inputs they are simply designated as AUX 4 to AUX 1.)
49
PF Profibus Remote
Auxiliary Input
Rules 5. Remote Source Setting [Od]
Ensure that the correct [Od] setting is selected (refer to page 38).
1. Function bit set to 0
Any function bit set to 0 indicates that the particular aux input is to be treated as For Profibus this is [OP].
a digital signal for field status reporting, e.g. a level switch or motor running status. The factory default for [PF] is [OF]
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).
Examples
1. The full range of remote controls is needed. Open and Close are NO and ESD
If the corresponding invert bit is set to a 1, an open contact is reported as a logic and Stop/maintain is NC.
0 and a closed contact is reported as a logic 1 (i.e. this gives a noninverting
Aux I/P 4 3 2 1
input).
Function 1 1 1 1 =F
2. Function bit set to 1 Invert 0011 = 3 i.e. set [PF] to [F3]
Any function bit set to 1 indicates that the particular aux input is to be treated as
a digital command to operate the actuator. 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.)
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 Aux I/P 4 3 2 1
opening contact energises the input. Function 0 0 1 1 =3
When the corresponding invert bit is set to a 1, this represents an N.O. contact as Invert 0011 = 3 i.e. set [PF] to [33]
being the command source, i.e. a closing contact energises the input and an 3. Only an ESD input is needed. The requirement is for push to run control with a
opening contact de-energises the input. NO contact input.
3. ESD Control Aux I/P 4 3 2 1
When using ESD (aux input 4), the ESD contact mode setting [A2] should be set to Function 1 1 0 0 =C
the default value of [nO]. The [A1]ESD direction setting should be set to either Invert 1000 = 8 i.e. set [PF] to [C8]
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).
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.

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).
51
9.11 Option DeviceNet PA DeviceNet Address Pb DeviceNet Baudrate

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).

DeviceNet Set-up Screens ON


PRESS THE KEY. PRESS THE KEY.
PRESS THE KEY.
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.
indicating that it has been set.
Press the O key to display [Pb]. Press the O key to display [PF].
Press the Q key to display the
DeviceNet set up displays.
52
PF DeviceNet Remote
Auxiliary Input
Press the O key to display [PF]. Rules
The IQT actuator has the facility to accept 4 auxiliary inputs (AUX1AUX4). These 1. Function bit set to 0
are used when supplementary remote control or volt free digital auxiliary inputs are Any function bit set to 0 indicates that the particular aux input is to be treated as
required in addition to the standard control and feedback features incorporated a digital signal for field status reporting, e.g. a level switch or motor running
into the DeviceNet module. It is also possible to have a combination of both remote status.If the corresponding invert bit is set to a "0", an open contact is reported as
control and volt free inputs to provide, for example, open and close control as well a logic 1 and a close contact is reported as a logic 0 (i.e. this will invert the
as a high and low tank level alarm indication, supplied via an external transducer. input).
The hexadecimal number displayed under PF can be considered as a software If the corresponding invert bit is set to a 1, an open contact is reported as a logic
mask. It is this mask that tells the DeviceNet module what type of input to expect, "0" and a close contact is reported as a logic 1 (i.e. this gives a non-inverting
control or input signal, and what form the input will be, normally open or normally input).
closed.
To decipher the mask the number needs to be split into two separate hexadecimal 2. Function bit set to 1
characters, each of which can be sub-divided into 4 binary bits. The first 4 bits Any function bit set to 1 indicates that the particular aux input is to be treated as
represent the function and the second 4 represent the input source (known as a digital command to operate the actuator.
invert). Pictorially this can be represented as: When the corresponding invert bit is set to a "0" this represents an N.C. contact as
Left side hex character Right side hex character being the command source, i.e. a closing contact de-energises the input and an
opening contact energises the input.
Aux 4 to 1 (function) AUX 4 to 1 (Invert)
Bits 4321 4321 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
When used for remote control of the actuator bits 4 to 1 of the function character opening contact de-energises the input.
have been designated as follows:
Bit 4 (AUX4) ESD 3. ESD Control
When using ESD (aux input 4), the ESD contact mode setting [A2] should be set to
Bit 3 (AUX3) Stop/Maintain the default value of [nO]. The [A1]ESD direction setting should be set to either
Bit 2 (AUX2) Close open or close the valve (refer to page 30).
Bit 1 (AUX1) Open
(When used for digital signal inputs they are simply designated as AUX 4 to AUX 1.)
53
PF DeviceNet Remote AA DeviceNet Parity
Auxiliary Input (continued)
4. Stop/Maintain Control Using the + or - keys display the This option is not used by the
When energised this will make the Aux input Open/Close control push-to-run. required mask setting. DeviceNet DFU Module.
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]. No Parity Bit
Auxiliary Input Mask OF
Examples PRESS THE KEY. PRESS THE KEY.
1. The full range of remote controls is needed. Open and Close are NO and ESD
The displayed option will flash The displayed option will flash
and Stop/maintain is NC.
indicating that it has been set. indicating that it has been set.
Aux I/P 4 3 2 1
Press the O key to display [PP].
Function 1 1 1 1 =F
Invert 0011 = 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 0011 = 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 1000 = 8 i.e. set [PF] to [C8]
54
9.12 Bus System Positioning OF Display Bus System FL Bus System Valve FH Bus System Valve
Control Settings Positioning Set-up Screens Position at 0% DV Position at 100% DV
If the system control strategy for Bus system positioning control set-up [FL] is the position to which the [FH] is the position to which the
Pakscan, Modbus or Profibus requires screens can be suppressed to provide actuator will move if a 0% command is actuator will move if a 100% command
intermediate valve travel positioning, extra security. sent and is the position at which the is sent and is the position at which the
certain control parameters need to be actuator will report 0% to the host. actuator will report 100% to the host.
Use the + or - key to turn on the
checked: the Limited Range Position
positioning set-up screens. The default setting is for 0% to be the The default setting is for 100% to be
Settings, the Motion Inhibit Time and
Close limit. the Open limit.
its Deadband. There are an additional
two Action on Loss of Signal If altered, it is possible that the position If altered, it is possible that the position
parameters relating only to Modbus indicated by the actuator display will indicated by the actuator display will
and Profibus systems that also need to differ to that indicated by the host. differ to that indicated by the host.
be checked.
Use the + or - key to select the desired Use the + or - key to select the desired
Limited Range Positioning is a selectable valve position for a 0% command. valve position for a 100% command.
option whereby positioning limits, 0%
Bus System Positioning Control
and 100%, can be at different positions
Screens [On]
to those used for digital Closed and
Open limit commands. Limited range PRESS THE KEY.
positioning can be set using the [FL]
and [FH] screens. The displayed option will flash
indicating that it has been set.
It should be noted that the actuator will
respond to a digital Open or Close host Press the Q key to display Bus System
0% DV = Valve Closed 100% DV = Valve Open
command by moving the valve to the Positioning Control Settings.
PRESS THE KEY. PRESS THE KEY.
set limits irrespective of settings made Once [FI] is displayed, press the O key
for positioning control. to display [FL]. The displayed option will flash The displayed option will flash
Settings for Deadband and Motion indicating that it has been set. indicating that it has been set.
Inhibit Time affect accuracy and Press the O key to display [FH]. Press the O key to display [Fd].
response time.
55
Fd Bus System Deadband Ft Bus System FA Modbus, Profibus & FF Modbus, Profibus
Adjustment Motion Inhibit Time (MIT) DeviceNet & DeviceNet
Action on Loss of Signal Failsafe Action
All positioning commands are subject to MIT sets the minimum time between Modbus, Profibus & DeviceNet modules Modbus, Profibus & DeviceNet failsafe
a deadband tolerance. successive position commands being can be set to respond on loss of host action when [FA] is enabled.
actioned. It is used in situations to communication by positioning the
The deadband sets the expected Use the + or - key to display the
reduce the number of starts per hour valve. Modbus checks for a loss of
positioning accuracy of the actuator required setting:
and to smooth out fluctuations if general highway communications
and is dependent on various factors
continuous positioning is implemented. whereas Profibus checks for a loss of [Lo] Close valve
including, actuator output speed,
communications addressed specifically
number of turns and valve torque. If Setting the longest possible time while [SP] Stay put
to itself.
the deadband is set too low the valve maintaining acceptable control will
may hunt around the set point. maximise the life of the motorised The default setting is off [OF] and the [HI] Open valve
valve. default timeout is 255 sec.
Use the + or - key to display the
required setting: Use the + or - key to display the Use the + or - key to display the
required setting: required setting:
[00] to [99] 0% to 9.9% of valve
stroke. [02] to [99] 2 to 99 seconds. [On] Failsafe determined by setting [FF]
[OF] No failsafe action
Failsafe Close
PRESS THE KEY.
The displayed option will flash
indicating that it has been set.
2.5% Deadband 5 Second MIT
PRESS THE KEY. PRESS THE KEY. Failsafe Action Enabled
The displayed option will flash The displayed option will flash PRESS THE KEY.
indicating that it has been set. indicating that it has been set.
The displayed option will flash
Press the O key to display [Ft]. Press the O key to display [FA]. indicating that it has been set.
Press the O key to display [FF].
56
9.13 Option OJ Interrupter Timer 9.13 Interrupter Timer 9.13 Position in Valve
Interrupter Timer Enabled/Disabled Direction Closing Stroke for
Timer to Start
Setting instructions for actuator When fitted, the timer will be The default for timer direction is [CL], Using the + or - key select the position
including an interrupter timer. made available for operation. timer operation will start in closing for the TIMER TO START WHEN THE
and stop in opening pulsing VALVE IS CLOSING.
The interrupter timer enables pulsed The Interrupter cannot be operation around the close position.
stop/start operation by the actuator [ ][ ] = valve closed
enabled or disabled using the If pulsing operation is required to stop
as a response to local and remote [01] to [99] = percentage open
Setting Tool. in closing and start in opening around
control commands. [ ] = valve open
the open position, use the + or - key.
This effectively increases the valve
The display will change to [OP].
stroke time and can be adjusted to
prevent hydraulic shock (water PRESS THE KEY.
hammer) and flow surges in pipelines.
The displayed option will flash
The interrupter timer is an optional indicating that it has been set.
extra check wiring diagram for
inclusion. Interrupter Timer Interrupter Timer Timer Set to Start Pulsing when
Disabled Enabled Closing Valve Reaches 25% Open
When the timer option is available an PRESS THE KEY.
additional series of settings can be
accessed by pressing the Q key. The displayed option will flash
indicating that it has been set.
NOTE: If the timer option is not Pulsed Operation Around the
available pressing the Q key will not Closed Position
If the timing is not required in the
access setting. closing stroke select [JC] to [ ] [ ] valve
NOTE: Instructions [JC] and [JO] are for closed position.
Press the Q key to display interrupter
timer set-up screens.
timer operation around the Closed Press the O key to display [JO].
position. For timing around the Open
position, read stop for start [JC] and
start for stop [JO].
Press the O key to display [JC].
57
JO Position in Valve Opening Jn Contactor On Time JF Contactor Off Time JE ESD Override
Stroke for Timer to Stop Interrupter Timer
Using the + or - key select the position Using the + or - key select the actuator Using the + or - key select the actuator The interrupter timer may be overridden
for the TIMER TO STOP WHEN THE run period in the range 199 seconds. stop period in the range 199 seconds. when the actuator is under ESD signal
VALVE IS OPENING. command. This will mean the actuator
will run to limit without stop/start
[ ][ ] = valve closed action under ESD command.
[01] to [99] = percentage open
[ ] = valve open Refer to A1A3 (refer to page 30 for
ESD settings).
The default for ESD override interrupter
timer is [OF]. The interrupter timer will
Actuator Run Period Actuator OFF Period
continue stop/start action during ESD
Set for 5 Seconds Set for 25 Seconds action.
PRESS THE KEY. PRESS THE KEY. If ESD must override the timer use the
The displayed option will flash The displayed option will flash + or - to display [On].
Timer Set to Stop Pulsing indicating that it has been set. indicating that it has been set.
when Opening Valve
Reaches 25% Open Press the O key to display [JF]. Press the O key to display [JE] (refer
to note on Page 58).
PRESS THE KEY.
The displayed option will flash
indicating that it has been set.
If timing is not required in the opening ESD Override Timer OFF
stroke select [JO] to [ ] [ ].
PRESS THE KEY.
Press the O key to display [Jn].
The displayed option will flash
indicating that it has been set.
58
Example Note 9.14 Setting Tool 9.15 Inhibit Operation
Local Control [Or] After Power Loss [OS]
An actuator fitted with the interrupter With a Folomatic option fitted and the The default setting for Setting Tool The default setting for this protection option
timer and set as the example shown in Interrupter Timer enabled, the Local Control is [OF]. is disabled [OF]. When disabled it is
these instructions would operate at: Folomatic Motion Inhibit Timer must be important that the actuator is not manually
To enable Setting Tool Control press the
adjusted to the same time as that set + or - key to select [On].
operated during a power failure if the battery
Rated speed from full Open to 25%
for the Interrupter Timer contactor is low as changes in position cannot be
Open.
off. PRESS THE KEY. tracked - refer to page 6 for battery level
/6 rated speed from 25% Open to Fully
1 status display. Should this occur the limits
Failure to do so will cause the actuator The displayed option will flash must be reset before electric operation takes
Closed and from Fully Closed to 25%
response to defer to the lower time indicating that it has been set. place- refer to LC/LO page 27. Locking the
Open.
which may cause control or process hand auto lever can prevent manual
problems. With the red control selector in Local,
Rated speed from 25% Open to Fully operation - refer to 3.1 page 2.
the Setting Tool control keys are active
Open.
For ON and OFF times in excess of (refer to page 12).
99 seconds apply to Rotork.

The protection may be enabled by using the


Local Setting Tool Control Enabled + or - key to select [On]
Vandal resistant actuators ONLY PRESS THE KEY.
(red/black selectors not supplied).
The displayed option will flash indicating that
For control, the selection of [Or] is as
it has been set.
follows:
When protection is enabled, on power up if a
[On] Local Setting Tool control only.
low battery is detected, the actuator will
[OF] Local/Remote Control disabled. inhibit electrical operation and display Power
Loss Inhibit via actuator alarm display (refer
[rE] Remote Control only. to page 6) and the monitor relay will de-
energise. Limits must reset and the battery
replaced refer to page 65.
59
9.16 Actuator Type Setting

Actuator type determines the speed range and is factory set. Should the actuator Motor Speed Control PCB be replaced with
a spare, the actuator type must be set. Failure to set the correct type will invalidate the actuator performance specification
and warranty. To set the actuator types go to setting [Ab] in the secondary functions.
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

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] Torque Trip Mid Travel,
normally open
[r8] Indication Contact S8 [rE]/[nO] Remote Selected,
normally open
62
10 Maintenance, Monitoring
and Troubleshooting
Maintenance Routine maintenance should include WARNING: Battery Replacement
Every Rotork actuator has been fully the following: The battery holder in the actuator If the actuator is located within a
tested before dispatch to give years of gearcase also protects the user from hazardous area permission must be
* Check actuator to valve fixing bolts
trouble-free operation providing it is the hazardous live connections obtained in the form of a hot work
for tightness.
installed, sealed and commissioned in inside the actuator and therefore it permit or other local regulation before
accordance with the instructions given * Ensure valve stems and drive nuts are removal and/or replacement of the
in this publication. clean and properly lubricated. must not be damaged. The actuator battery.
must be isolated or disconnected if
The IQT actuators unique double * If the motorised valve is rarely the battery holder has to be Removal of the battery with the main
sealed, non-intrusive enclosure provides operated, a routine operating schedule removed from the actuator electrical power switched off will result
complete protection for the actuator should be set up. in stored Datalogger records being lost.
gearcase.
components. It is therefore recommended that the
* Replace actuator battery every 5
A unique circuit has been incorporated battery is replaced with the main
Covers should not be removed for years.
into the battery function of the IQT, electrical supply to the actuator
routine inspection as this may be
* Check the actuator enclosure for effectively reducing the overall drain switched on.
detrimental to the future reliability of
damage, loose or missing fasteners. and significantly increasing the battery
the actuator. If main electrical power is not available
life.
* Ensure there is not an excessive build or if main power has been switched off
The electrical control module cover is
up of dust or contaminant on the Tests show for a typical actuator, a while the battery was discharged, it is
bonded by the Rotork quality control
actuator. battery life of 7 years can be expected. recommended that the actuator limits
seal. It should not be removed as the
be checked after battery replacement
module contains no site-serviceable * Check for any loss of lubricant. Allowing for a conservative margin, (refer to Section 8 Commissioning
components. Rotork recommend that the battery Primary Functions).
The Actuator Battery should be replaced every 5 years.
All electrical power supplies to the
The battery supports the actuator Battery Removal
actuator must be isolated before any Battery level status is indicated by an
position updating circuits and the The actuator must be selected to Stop
maintenance or inspection is carried icon on the actuator display, refer to
position (LCD) display when the main using the red selector (refer to page 3).
out, except replacement of the battery. Section 3.4 Alarm Indication (refer to
power supply is turned off. It ensures Access to the battery is via a labelled
Electrical supplies must be isolated the current position is updated and page 5).
sealing plug situated on the main
before actuator covers are removed displayed when manual operation takes If the battery icon is displayed the gearcase near the handwheel hub.
refer to Battery replacement place with the main power turned off. battery must be replaced.
instructions.
The battery is not required to retain any
actuator settings.
63
10 Maintenance, Monitoring
and Troubleshooting cont.
Use an 8mm Allen key to remove the If in doubt regarding the correct battery Torque and Position Monitoring
sealing plug, ensuring the O ring seal type, contact Rotork. The IQT range of actuators incorporate
remains on the plug. Disconnect the real time, instantaneous Torque &
battery wiring loom from the battery Fitting Replacement Battery Position monitoring as standard.
terminals. Using the black pull strap, lift Fit the pull strap around the
the battery out of the rubber sealing replacement battery and insert into the Torque & Position can be used to
pocket. rubber sealing pocket. Reconnect the monitor valve performance during
battery wiring loom to the battery operation. The effect of process
terminals. Refit the battery sealing plug changes (differential pressure etc.) can
ensuring O ring is in good condition be evaluated. Tight spots in valve travel
can be pinpointed as well as gauging Example shows 19% (of rated) torque
and correctly fitted. Hand tighten
torque developed through stroke for at 50% open position. Display torque
sealing plug using an 8mm Allen key.
torque value setting. range: [00] to [99]% of rated torque in
1% increments. For values of torque
Oil Using the Setting Tool, the display can above 99% the display will indicate
The IQT range are factory filled with be set to indicate Torque and Position [HI].
80% Texaco Texamatic 9330 automatic as follows:
transmission fluid (ATF) and 20% Display position range:
Fig. 10 Kerosene. Equivalent ATF lubricants With the actuator displaying Current
meeting the Dexron 2 or Mercon Position and selected to Local or Stop, [ ][ ] = valve closed
Battery Types specification may be used. For using the Setting Tool, [01] to [99] = percentage open
For European hazardous area certified operating ambient temperatures below [ ] = valve open
actuators (ATEX) use an Ultralife U9VL PRESS THE KEY.
-20C / -4F, 20% kerosene by volume For a stationary actuator the display will
lithium manganese dioxide battery only. should be added. The display will split, the top indicating
the instantaneous torque (as a % of indicate the actual torque value as
For FM and CSA certified enclosures IQT actuators do not require regular oil applied by the actuator.
use an Ultralife U9VL lithium rated), the bottom indicating the
changes (refer to Weights and measured position (% open). To keep the torque + position display
manganese dioxide battery. Equivalent, Measures Section 11, page 71).
UL recognised, batteries may be used. active press the + or - keys. The display
will remain active for approximately 5
For watertight (WT) actuator enclosures minutes from the last key operation.
use an Ultralife U9VL lithium
manganese dioxide battery or any
equivalent 9V battery.
64
10 Maintenance, Monitoring 10.1 Help Screens
and Troubleshooting cont.
Troubleshooting (Refer to Section 3.3 page 4 The With the actuator powered up and For troubleshooting, access the
The IQT range of actuators is the Actuator Display). Local or Stop selected, eight Help following Help Screens and refer to
worlds first that can be commissioned Screens can be accessed using the text:
If the display is blank the actuator
and interrogated without removing Setting Tool (refer to Fig. 9.1 page 26
battery must be replaced and the limits H1 Factors inhibiting electrical
electrical covers. Help Screen for their location).
of travel reset . operation.
diagnostics enable fast and complete
With Remote selected press the Q key
fault finding to be carried out. H2 Monitor battery level and ESD
on the Setting Tool twice. The Help
Screens will displayed. control input.
With power off, the actuator
display is not backlit. Position Each screen uses bars to indicate the H3 Monitor the position limit and
indicator lamp not illuminated. status of a particular control or actuator power supply status.
With mains power on, the actuators indication function. Each bar reacts to H4 Monitor remote control inputs to
display should be backlit (refer to changes in the status of its actuator the actuator.
Section 3.3 page 4 The Actuator function by turning on or off.
Display). H5 Monitor remote interlocks local
control inputs and motor
Check that 3 phase supply is available thermostats.
and is of the correct voltage as stated
on the actuator nameplate. Measure H6 Monitor torque switch status and
voltage phase to phase across terminals IR Setting Tool communication for
1, 2 and 3 of the actuator terminal vandal proof applications.
bung. H7 Monitor travel limits, centre
column and position limit status.
With power Off, the actuator does
not display position. H8 Monitor the actuators position-
With mains power off the actuator sensing devices.
battery supports position indication
liquid crystal display only. H9 Rotork use only.
Help screen bars shown
are undefined and may be ON, OFF or
flashing.
65
H1 Factors Inhibiting H2 Battery Level and
Electrical Operation ESD Control Input

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

Clockwise Remote Remote


Bar OFF = Remote Close Signal
Present.
ESD 1 not
H5
Local Stop
Open
Limit Maintain 2 Open 1 Bar OFF = ESD signal present. Selected Interlock

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.

LOCAL CONTROLS NOT FITTED


Bar OFF = Local controls fitted
(standard).
Bar ON = Local controls not fitted
(vandal proof).
68
H6 Torque Switch Status & H7 Travel Limits, H3 Actuator Position
IR Setting Tool Comms for Centre Column & Sensing Devices
Vandal Proof Applications cont. Remote Indication Outputs
IR OPEN SIGNAL NOT PRESENT
Bar OFF = IR Open signal present.

IR CLOSE SIGNAL NOT PRESENT


H7 Open
H8 Position
Bar OFF = IR Close signal present. Relay 4 Limit Sensor A

IR LOCAL CONTROL DISABLED Relay 3 Close Position


Bar OFF = IR Local control enabled. Sensor B

To operate the actuator locally with the


IR Setting Tool refer to the option Actuator
Relay 2 Moving
selection screen [Or] Section 9.14 page
58.
Relay 1
[Or] must be selected to [On].
Help Screen 7 Help Screen 8
IR REMOTE CONTROL NOT
SELECTED OPEN LIMIT POSITION SENSOR A
Bar OFF = IR Remote control Bar ON = Actuator has reached Senses output rotation. Used for the
selected (vandal-proof units only). open limit. position sensing circuit. Correct
operation of the sensor is indicated by
When actuator is supplied without local CLOSE LIMIT the bar being ON and OFF alternately.
controls for vandal proof applications Bar ON = Actuator has reached When the motor is running, ON and
the option selection screen [Or] must Close limit. OFF bit duration should be equal.
be set to [rE] for
Remote operation (refer to Section 9.14 ACTUATOR MOVING POSITION SENSOR B
page 58). Bar ON = Actuator moving. Senses output rotation. Used for the
position sensing circuit. Correct
SWITCH CONTACTS S1, S2, S3, S4 operation of the sensor is indicated by
Bar ON = S contact is close circuit. the bar being ON and OFF alternately.
Bar indication is real time and reactive When the motor is running, ON and
(refer to Section 9.2 [r1] page 28 for OFF bit duration should be equal.
configuration of Scontacts).
69
10.2 IrDA Diagnostics & 10.2 IrDA Diagnostics &
Config. IQ Insight Config. IQ Insight
IrDA Comms [Ir] Cell Phone [Ic]
IQ Insight software tool for PC has been The default setting for IQT IrDA is Using IQ Insight software tool, remote The default setting for IQ Insight Cell
developed to enable the actuator [On], enabling IrDA. diagnostics can be enabled using a cell Phone is [OF].
configuration and onboard datalogger phone located at the actuator to
To disable IrDA use the + or - key. The
to be reconfigured and analysed. transmit and receive data to and from a
display will change to [OF].
remote PC running IQ Insight software.
To enable communication with IQ
Insight the actuator IrDA interface must
PRESS THE KEY. The cell phone must be IrDA
be enabled. The displayed option will flash compatible and have access to a
indicating it has been set. transmit/receive data line (contact your
A PC running IQ Insight software may
cell phone manufacturer and service
be located at the actuator or, using a
provider). To enable remote diagnostics use the +
cell phone link, at a remote site (for
or - key. The display will change to
information on IQ Insight see (For information on IQ Insight software
[On].
www.rotork.com). refer to publication E111E).
PRESS THE KEY.
The actuator IrDA feature must be
enabled (refer to [Ir] IQ Insight IrDA The actuator display will automatically
Comms). return to indicating the current
IQ Insight IrDA Communication
position.
Enabled. Before starting, the cell phone must be
configured for "data" as opposed to The actuator will search for a
voice and be positioned in direct line compatible IrDA device within range for
of sight to the actuator display, no approximately 30 seconds.
more than 0.5m (2ft) from the display.
On establishing communication, the
actuator display will indicate the symbol
shown below.
70
10.2 IrDA Diagnostics &
Config. IQ Insight
Cell Phone [Ic] cont.
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.
The cell phone must be kept within
range for the duration of the remote It is the responsibility of the user to
diagnostic session. seek guidance and permission.

If communication is not established or The IQ Setting Tool is certified


is lost, after 30 seconds the actuator Intrinsically Safe (IS) and therefore can
will stop searching. be used in defined hazardous areas
(refer to page 12).
To resume remote cell phone
diagnostics the process outlined above Diagnostic devices are available for local
must be started again. configuration, analysis and
transportation of actuator data to other
areas.
Contact Rotork for further information.
71
11 Weights and Measures

Oil Actuator Size Nett Weight Oil Capacity


The IQT range are factory filled with kg/lbs litres/pt.-US
80% Texaco Texamatic 9330 automatic
IQT 125 23/51 0.5/1.1
transmission fluid (ATF) and 20%
Kerosene. Equivalent ATF lubricants IQT 250 23/51 0.5/1.1
meeting the Dexron 2 or Mercon
specification may be used. For IQT 500 23/51 0.5/1.1
operating ambient temperatures below IQT 1000 37/82 0.75/1.6
-20C / -4F, 20% kerosene by volume
should be added. IQT 2000 37/82 0.75/1.6

NOTE: Excludes second stage gearbox


if fitted.
Food grade lubricating oil is available
as an alternative: contact Rotork.
72
BHD Binary, Hexadecimal and
Decimal Conversion Table
BINARY HEX DEC BINARY HEX DEC BINARY HEX DEC BINARY HEX DEC BINARY HEX DEC BINARY HEX DEC BINARY HEX DEC BINARY HEX DEC
0000 0000 00 0 0010 0000 20 32 0100 0000 40 64 0110 0000 60 96 1000 0000 80 128 1010 0000 A0 160 1100 0000 C0 192 1110 0000 E0 224
0000 0001 01 1 0010 0001 21 33 0100 0001 41 65 0110 0001 61 97 1000 0001 81 129 1010 0001 A1 161 1100 0001 C1 193 1110 0001 E1 225
0000 0010 02 2 0010 0010 22 34 0100 0010 42 66 0110 0010 62 98 1000 0010 82 130 1010 0010 A2 162 1100 0010 C2 194 1110 0010 E2 226
0000 0011 03 3 0010 0011 23 35 0100 0011 43 67 0110 0011 63 99 1000 0011 83 131 1010 0011 A3 163 1100 0011 C3 195 1110 0011 E3 227
0000 0100 04 4 0010 0100 24 36 0100 0100 44 68 0110 0100 64 100 1000 0100 84 132 1010 0100 A4 164 1100 0100 C4 196 1110 0100 E4 228
0000 0101 05 5 0010 0101 25 37 0100 0101 45 69 0110 0101 65 101 1000 0101 85 133 1010 0101 A5 165 1100 0101 C5 197 1110 0101 E5 229
0000 0110 06 6 0010 0110 26 38 0100 0110 46 70 0110 0110 66 102 1000 0110 86 134 1010 0110 A6 166 1100 0110 C6 198 1110 0110 E6 230
0000 0111 07 7 0010 0111 27 39 0100 0111 47 71 0110 0111 67 103 1000 0111 87 135 1010 0111 A7 167 1100 0111 C7 199 1110 0111 E7 231
0000 1000 08 8 0010 1000 28 40 0100 1000 48 72 0110 1000 68 104 1000 1000 88 136 1010 1000 A8 168 1100 1000 C8 200 1110 1000 E8 232
0000 1001 09 9 0010 1001 29 41 0100 1001 49 73 0110 1001 69 105 1000 1001 89 137 1010 1001 A9 169 1100 1001 C9 201 1110 1001 E9 233
0000 1010 0A 10 0010 1010 2A 42 0100 1010 4A 74 0110 1010 6A 106 1000 1010 8A 138 1010 1010 AA 170 1100 1010 CA 202 1110 1010 EA 234
0000 1011 0B 11 0010 1011 2B 43 0100 1011 4B 75 0110 1011 6B 107 1000 1011 8B 139 1010 1011 AB 171 1100 1011 CB 203 1110 1011 EB 235
0000 1100 0C 12 0010 1100 2C 44 0100 1100 4C 76 0110 1100 6C 108 1000 1100 8C 140 1010 1100 AC 172 1100 1100 CC 204 1110 1100 EC 236
0000 1101 0D 13 0010 1101 2D 45 0100 1101 4D 77 0110 1101 6D 109 1000 1101 8D 141 1010 1101 AD 173 1100 1101 CD 205 1110 1101 ED 237
0000 1110 0E 14 0010 1110 2E 46 0100 1110 4E 78 0110 1110 6E 110 1000 1110 8E 142 1010 1110 AE 174 1100 1110 CE 206 1110 1110 EE 238
0000 1111 0F 15 0010 1111 2F 47 0100 1111 4F 79 0110 1111 6F 111 1000 1111 8F 143 1010 1111 AF 175 1100 1111 CF 207 1110 1111 EF 239
0001 0000 10 16 0011 0000 30 48 0101 0000 50 80 0111 0000 70 112 1001 0000 90 144 1011 0000 B0 176 1101 0000 D0 208 1111 0000 F0 240
0001 0001 11 17 0011 0001 31 49 0101 0001 51 81 0111 0001 71 113 1001 0001 91 145 1011 0001 B1 177 1101 0001 D1 209 1111 0001 F1 241
0001 0010 12 18 0011 0010 32 50 0101 0010 52 82 0111 0010 72 114 1001 0010 92 146 1011 0010 B2 178 1101 0010 D2 210 1111 0010 F2 242
0001 0011 13 19 0011 0011 33 51 0101 0011 53 83 0111 0011 73 115 1001 0011 93 147 1011 0011 B3 179 1101 0011 D3 211 1111 0011 F3 243
0001 0100 14 20 0011 0100 34 52 0101 0100 54 84 0111 0100 74 116 1001 0100 94 148 1011 0100 B4 180 1101 0100 D4 212 1111 0100 F4 244
0001 0101 15 21 0011 0101 35 53 0101 0101 55 85 0111 0101 75 117 1001 0101 95 149 1011 0101 B5 181 1101 0101 D5 213 1111 0101 F5 245
0001 0110 16 22 0011 0110 36 54 0101 0110 56 86 0111 0110 76 118 1001 0110 96 150 1011 0110 B6 182 1101 0110 D6 214 1111 0110 F6 246
0001 0111 17 23 0011 0111 37 55 0101 0111 57 87 0111 0111 77 119 1001 0111 97 151 1011 0111 B7 183 1101 0111 D7 215 1111 0111 F7 247
0001 1000 18 24 0011 1000 38 56 0101 1000 58 88 0111 1000 78 120 1001 1000 98 152 1011 1000 B8 184 1101 1000 D8 216 1111 1000 F8 248
0001 1001 19 25 0011 1001 39 57 0101 1001 59 89 0111 1001 79 121 1001 1001 99 153 1011 1001 B9 185 1101 1001 D9 217 1111 1001 F9 249
0001 1010 1A 26 0011 1010 3A 58 0101 1010 5A 90 0111 1010 7A 122 1001 1010 9A 154 1011 1010 BA 186 1101 1010 DA 218 1111 1010 FA 250
0001 1011 1B 27 0011 1011 3B 59 0101 1011 5B 91 0111 1011 7B 123 1001 1011 9B 155 1011 1011 BB 187 1101 1011 DB 219 1111 1011 FB 251
0001 1100 1C 28 0011 1100 3C 60 0101 1100 5C 92 0111 1100 7C 124 1001 1100 9C 156 1011 1100 BC 188 1101 1100 DC 220 1111 1100 FC 252
0001 1101 1D 29 0011 1101 3D 61 0101 1101 5D 93 0111 1101 7D 125 1001 1101 9D 157 1011 1101 BD 189 1101 1101 DD 221 1111 1101 FD 253
0001 1110 1E 30 0011 1110 3E 62 0101 1110 5E 94 0111 1110 7E 126 1001 1110 9E 158 1011 1110 BE 190 1101 1110 DE 222 1111 1110 FE 254
0001 1111 1F 31 0011 1111 3F 63 0101 1111 5F 95 0111 1111 7F 127 1001 1111 9F 159 1011 1111 BF 191 1101 1111 DF 223 1111 1111 FF 255
73
12 IQ Approvals

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
Algeria E-Mail: autom2@col1.telecom.com.co
Tel: + 213 6 37 4854 Bahrain Canada China
Fax: + 213 6 37 2613 Rotork Regional Office Edmonton North/Beijing Costa Rica
E-Mail: Tel: +973 791 976 Rotork Company Rotork Company Agent
Fax: +973 791 976 Tel: +1 780 449 6663 Tel: +86 10 6497 4142/94590 Tel: +506 228 8630/1
Argentina E-Mail: hmrotork@batelco.com.bh Fax: +1 780 449 6578 Fax: +86 10 6499 4591 Fax: +506 289 4350
Tel: +54 11 4755 5560/4753 7533 E-Mail: info@rotork.ca E-Mail: rotorkbj@public3.bta.net.cn E-Mail:eiomega@sol.racsa.co.cr
Fax: +54 11 4755 5560/4753 7533 Bahrain
E-Mail: metalart@ciudad.com.ar Agent Canada China Croatia
Tel: +973 727790 Montreal Shanghai Agent
Australia Fax: +973 727811 Rotork Company Rotork Company Tel: +385 1 4 577 217
Rotork Company HQ E-Mail: aeradio@batelco.com.bh Tel: +1 514 355 3003 Tel: +86 21 6478 5015 Fax: +385 1 4 577 220
Tel: +61 3 53 381566 Fax: +1 514 355 0024 Fax: +86 21 6478 5035 E-Mail:
Fax: +61 3 53 381570 Belgium E-Mail: info@rotork.ca E-Mail: rotorksh@public6.sta.net.cn
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
Rotork Company Tel: +1 519 337 9190 Tel: +86 28 6521191 E-Mail: ltdinfo@stavrinides.com.cy
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
E-Mail: E-Mail: galatea@externet.hu E-Mail: rotork@indosat.net.id E-Mail: tcops@go.com.jo Fax: +60 85 419484
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
Fax: +64 4 477 5049 E-Mail: tumair@attglobal.net E-Mail:technoplus@technoplus.ro Fax: +46 53 3763955 E-Mail:orhant@omasteknik.com
E-Mail: E-Mail:alnab@alnab.se
Peru Russia U.K.
Nigeria Agent Rotork Company Sweden Head Office,
Agent Tel: +51 1 330 7728 Tel: +7 095 229 24 63 Saffle Tel: +44 1225 733200,
Tel: +234 1 4522955/523225 Fax: +51 1 330 7728 Fax: +7 503 234 91 25 Agent Local Office Fax +44 1225 333467
Fax: +234 1 4522887 E-Mail: E-Mail: rotork.russia@mtu-net.ru Tel: +46 533 763952 E-mail: mail@rotork.co.uk
E-Mail: cakasa3@linkserve.com.ng autinsa@mail.cosapidata.com.pe Fax: +46 533 763955
Saudi Arabia E-Mail:alnab@alnab.se United Arab Emirates
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
Fax: +47 51 844102 E-Mail:resi@evoserve.com Fax: +963 31 237 867
E-Mail: Saudi Arabia E-Mail: United States of America
Poland Rotork Company Rotork Company HQ
Norway Agent Tel: +966 3 858 1464 Taiwan Rochester
Bergen Tel: +48 22 723 1770 Fax: +966 3 858 1464 Agent Tel: +1 716 328 1550
Agent Sales Office/Workshop Fax: +48 22 723 1780 E-Mail: rotork@concept.net.sa Tel: +886 2 2577-1717 Fax: +1 716 328 5848
Tel: +47 56 312900 E-Mail: Fax: +886 2 2577-5588 E-Mail:info@rotork.com
Fax: +47 56 312910 Singapore E-Mail:jerdiing@ms24.hinet.net
E-Mail: Portugal Rotork Company United States of America
Agent Tel: +65 4571233 Thailand Rotork Company
Norway Tel: +351 21 486 43 25 Fax: +65 4576011 Rotork Company Duluth
Oslo Fax: +351 21 483 57 17 email: Tel: +66 2 272 7165-6 Tel: +1 770 623 6301
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
E-Mail: Agent Tel: +27 11 453 9741-3 Trinidad United States of America
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
Agent E-Mail:petrotec@qatar.net.qa Fax: +1 868 6522651 Tel: +1 815 436 1710
Tel: +968 601438 Spain E-Mail:trinval@tstt.net.tt Fax: +1 815 436 1789
Fax: +968 699446 Rotork Company E-Mail:
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
E-Mail: E-Mail: skip.kuehn@rotork.com
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
E-Mail:dave.littlejohns@rotork.com E-Mail:

United States of America Venezuela & N. Antilles


North East Rotork Company HQ
Rotork Company Tel: +58 2 212 5232/4208
Tel: +1 814 835 8349 Fax: +58 2 212 8050
Fax: +1 814 835 8909 E-Mail: rotorkvz@cantv.net
E-Mail:
Venezuela & N. Antilles
United States of America Cagua
Northern California Rotork Company
Rotork Company Tel: +58 4 4635911
Tel: +1 707 769 4880 Fax: +58 4 4635911
Fax: +1 707 769 4888 E-Mail:
E-Mail:
Venezuela & N. Antilles
United States of America Maracaibo
Northwest Area Rotork Company
Rotork Company Tel: +58 61 579315/492611
Tel: +1 253 838 5500 Fax: +58 61 579315
Fax: +1 253 838 5400 E-Mail:rotorkvgz@cantv.net
E-Mail: info@rotork.com
Venezuela & N. Antilles
United States of America Puerto La Cruz
Philadelphia Rotork Company
Rotork Company Tel: +58 281 268 0759
Tel: +1 609 223 1926 Fax: +58 281 266 3554
Fax: +1 609 223 9012 E-Mail:
E-Mail: charlie.haynes@rotork.com
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
IQT Battery Failsafe

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

houses the battery pack and LK1 LK2 Required action


charging/control circuitry and care
must be taken that it does not drop. 1-2 1-2 Failsafe on loss of supply,
ESD [A2] set [NO]*
Ensure the two 20A fuses located in
a plastic bag are kept safely - DO 2-3 1-2 Failsafe on loss of supply,
NOT FIT ESD [A2] set [NC]*
The cover is restrained with an 1-2 2-3 Stayput waiting for
external chain to support its weight command (30 Min max)
(5.5 Kg approx) and prevent
interconnecting cables being damaged. 3. Connect ESD/Interlock
The battery failsafe cover assembly control wiring. Figure 5
is supported by the restraining chain
during commissioning. If the control of the IQT actuator
with AC supply switched ON
requires emergency shut down Fig. 3 Fig. 5
and/or interlocks, ESD and/or
2. Set control Links. Figure 4 interlock field wiring must be
Referring to the label, locate PCB connected to the green terminal
links LK1 and LK2. Links determine plug located on the battery pack
required action on loss of AC supply assembly.
to the actuator. If ESD and/or interlocks do not form
Using pliers, fit links LK1 and LK2 in part of the IQT control scheme then
required positions. no wiring is necessary.
Links bridge between pins 1-2 or 2- Remove plug by pulling it straight
3 and must be set for the desired up and connect field wiring for ESD
action as detailed in table the below: and/or interlocks as indicated on the
label and actuator wiring diagram.
*The direction required for
failsafe operation and ESD Once connected, re-fit the wired
contact form (if being used) is plug into its socket. The plug and
set with the IQT setting tool. socket are polarised, ensuring they
Refer to 6, page 4. cannot be mated incorrectly.
Fig. 4 Fig. 6
5

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)

6. IQT Actuator failsafe Settings. Close


The actuator can be operated by 1-2 1-2 [CL] [NO] [OF]
ESD = N/O contact, makes for ESD
standard remote control signals
(open/close/interlocks/ESD) under
Fig. 7 AC supply control. Open
1-2 1-2 [OP] [NO] [OF]
On AC supply loss, the actuator will ESD = N/O contact, makes for ESD
4. Fit Battery Fuses. Figure 6 automatically perform an ESD using
Referring to the label, locate 20A battery power. Close
fuses FS3 and FS4 holders located For the required failsafe operation, 2-3 1-2 [CL] [NC] [OF]
on the battery pack assembly. ESD = N/C contact, breaks for ESD
using the supplied Infra-red Setting
Remove 20A fuses from the plastic Tool, set secondary settings [A1],
bag and fit into fuse holders FS3 [A2] and [A4] for the desired failsafe Open
action. Refer to publication E175E 2-3 1-2 [OP] [NC] [OF]
and FS4 as shown. ESD = N/C contact, breaks for ESD
IQT Range Installation instructions,
page 30, [A1] ESD Action, [A2] ESD
5. Refit Cover. Figure 7 contact type and [A4] ESD override NOTE. If ESD is being used for AC supply control the user must decide if ESD
interlocks actuator settings must be is to override local stop. If ESD override local stop is required set [A5] to [NO].
Make sure cover O ring is fitted and checked and/or set .
the cover spigot is lightly greased. Testing
Switch ON AC supply power to the To test the failsafe function, switch off AC supply to IQT actuator. Actuator
Refit cover making sure no field or IQT actuator. Refer to table below will perform the set failsafe function.
interconnecting wires are trapped for settings
between cover and gearcase. Refer to section 2, page 4 of this addendum.
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 FR DEN TRANSPORT


GEEIGNET. FR DAVERHAFTEN SCHUTZ SIND DIESE GEGEN GEEIGNETE
BLINDSTOPFEN AUSZTAUSCHEN.

ATTENTION: LES BOUCHONS PLASTIQUES ASSURENT UNE PROTECTION


TEMPORAIRE. POUR UNE PROTECTION DEFINITIVE UTILISER DES BOUCHONS
METALLIQUES.

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.

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