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IQTRangeInstallation andMa int ena nce Instruction

Publica tion numb er E175E

Da t e o f issue 07/04Please ensure that this publication is thoroughly read and understood

AddendumFor the la test information commissioning this actuator the ad dendum sta rt ing on p7Click HERE t o g o to a dde n dum

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The Roto rk Setting Too l a llow s a ctua to r cont rol, indicat ion an d prot ection fun ctionsto be conf igured t o suit site req uirement s. It is essential tha t a l l the a ctuato rsett ings are checked for compa tibi li ty w ith the process and control systemrequirements befo re the actua tor is put into service. Please rea d this publication.

When Rot ork personnel or nominat ed a gen ts are contracted t o carry out site

commissioning an d/or a ccepta nce, documenta tion o f commissioned actua torconfiguration can b e ma de a vai lab le for customer records.

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This manua l covers IQTran ge actua to rs:

* IQT- Opera tion of isola ting /reg ulat ing 1/4 turn va lves.* IQTM - Opera tion of mo dula ting 1/4 turn va lves.* IQTF - Opera tion of pa rt-turn a nd slow speed mu lti-turn

valves.It provides instruction on:

* Manual and electrical (local and remote) operation.

* Preparat ion and insta l lat ion of the actuato r onto thevalve.

* Commissioning and adjustment of thePrima ry Sett ings for correct valve opera tion.

* Commissioning and adjustment of the SecondarySettings to suit site-specific control and indicationrequirements.

* Ma intena nce Troubleshoot ing.

* Sales an d Service.

Refer to Publication E185E for repair, overhaul andspare part instructions.

THE ROTORK IQT RANGE THE FIRST 1/4

THAT YOU CAN COMMISSION AND INTE

REMOVING ELECTRICAL COVERS.

Using the supplied infra -red Setting Too l to a cprocedures, point a nd shoot sett ing of torq

all other control a nd indication functions can convenient ly, even in ha za rdous locat ions. Theand adjustment to be carr ied out with the maactua tor swi tched on or of f .

Standa rd diag nostics access information ab outand actuat or status in the fo rm of d isplay icon

Instantaneous valve torque and posit ion can bw ith a single key press of the Setting Too l.

The on bo ard Data logg er capt ures operationa

enab ling info rmed maintena nce choices to befor PC al lows the Datalogger to be interrogateactuator set up to be configured and recorded

The a ctuato r containing t he Sett ing Too l wil l blabel on the terminal cover.

Visit our web site at www.rotork.com for morother Rotork actuator ranges.

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1 Health and Safety 23

2 Storage 3

3 Operating your IQ Actuator 33 .1 Opera t ing by Ha nd 3

3.2 Operating Electrically 3

3.3 Display 4

Local Indication

3.4 Display Alarm Indication 5

4 Preparing Drive Bush 74.1 Bases F05 to F07 7

and FA05 to FA07

4.2 Bases F10 to F14 7

and FA10 to FA14

4.3 Machining the Drive Bush 7

4.4 Fitt ing the Drive Bush 7

5 Mounting the Actuator 85.1 IQTActuators 8

5.2 IQTM Actua tors 8

5.3 IQTF Actua to rs 8

5.4 Lif t ing the Actuat or 8

5.5 Securing Actua tor to Valve 8

5 .6 Stop Bo lt s 9

6 Cable Connections 106.1 Earth/Ground Connections 10

6.2 Removing Terminal Cover 10

6.3 Cable Entry 10

6.4 Connecting to Terminals 10

6.5 Replacing Termina l Cover 107 Commissioning 11

7.1 The Setting Procedure 11

7.2 The Setting Tool 12

7.3 Enter ing the Actuator 13

Setting Procedure

7.4 Sett ing Mode Passwo rd 13

7 .5 New Pa sswor d 1 3

7.6 Checking Mode 13

7.7 Procedure Branch 14

Crossroad

7.8 The Actua tor Display 14

Sett ing/Checking Mod e

7.9 Returning to Valve 14

Position Display

8 CommissioninPrimary Funct

Primary Functio

9 CommissioninSecondary Fu

Second ary FuncDefa ult Opt io n

10 Maintenanceand Troubles

10.1 Help Scree

10.2 IrDA Diag n

11 Weights and Binary, Hexad e

Con version Tab

12 IQ Approvals

CONTENTS

Page Page

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This manual is produced to enable acompetent user to install, operate,adjust and inspect Rotork IQT rangevalve actuators.

The electrical installation, maintenanceand use of these actuators should be

carried out in accordance with theNational Legislation and StatutoryProvisions relating to the safe use ofthis equipment, applicable to the site ofinstallation.

For the UK: Electricity at WorkRegulations 1989 and the guidancegiven in the applicable edition of theIEE Wiring Regulations should beapplied. Also the user should be fullyaware of his duties under the Healthand Safety Act 1974.

For the USA: NFPA70, National ElectricalCode is applicable.

The mechanical installation should becarried out as outlined in the manualand also in accordance with relevantstandards such as British StandardCodes of Practice. If the actuator hasnameplates indicating that it is suitablefor installation in Hazardous Gas Areasthen the actuator is suitable for use inZone 1 and Zone 2 (or Div 1 and Div 2)explosive atmospheres only. It should

not be installed in atmospheres wheregases are present with an ignitiontemperature less than 135C, unlesssuitability for lower ignitiontemperatures has been indicated on theactuator nameplate.

Any test instruments applied to theactuator should be of equivalentcertification. The electrical installation,maintenance and the use of theactuator should be carried out inaccordance with the code of practicerelevant for that particular HazardousGas Area certification.

No inspection or repair should beundertaken unless it conforms to thespecific Hazardous Gas Areacertification requirements. Under nocircumstances should any modificationor alteration be carried out on theactuator as this could invalidate theconditions under which its certificationwas granted.

Access to live electrical conductors isforbidden in the hazardous area unlessthis is done under a special permit towork, otherwise all power should beisolated and the actuator moved to anon-hazardous area for repair orattention.

Only persons competent by virtue oftheir training or experience should beallowed to install, maintain and repairRotork actuators. Work undertakenmust be carried out in accordance withinstructions in the manual. The userand those persons working on thisequipment should be familiar with theirresponsibilities under any statutoryprovisions relating to the Health andSafety of their workplace.

Thermostat BypassIf the actuator is configured to bypassthe thermostat, when using the ESDfunction, the hazardous areacertification will be invalidated.

Control and IndicationWhere the actuator build allows remotecontrol and indication supplies higherthan 150V a.c. but below 300V a.c.(refer to actuator wiring diagram) theremote control and indication suppliesmust be derived from a supply which isdesignated as installation category(overvoltage category) ll as defined inBSEN 61010 (Safety Requirements ForElectrical Equipment for measurement,control and laboratory use).

EncloIQT acaluminfasten

The usoperat

matericannouse ofthe acuser msuitabenviro

ShouldguidanRotorkrequire

WARNWith rof Rotwarnin

Health and Safety1

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If your actuator cannot be installedimmediately store it in a dry place untilyou are ready to connect incomingcables.

If the actuator has to be installed butcannot be cabled it is recommended

that the plastic transit cable entry plugsare replaced with metal plugs which aresealed with PTFE tape.

The Rotork double-sealed constructionwill preserve internal electricalcomponents perfectly if leftundisturbed.

It is not necessary to remove anyelectrical compartment covers in orderto commission the IQT actuator.

Rotork cannot accept responsibility fordeterioration caused on-site once thecovers are removed.

Every Rotork actuator has been fullytested before leaving the factory to giveyears of trouble free operation,providing it is correctly commissioned,installed and sealed.

3.1 Operating by Hand

WARNINGWith respect to handwheeloperation of Rotork electric

actuators, under no circumstancesshould any additional leverdevice such as a wheel-key orwrench be applied to thehandwheel in order to developmore force when closing oropening the valve as this maycause damage to the valve and/oractuator or may cause the valveto become stuck in theseated/backseated position.

Fig. 3

To engage handwheel drive, turn theHand/Auto lever clockwise whilstturning the handwheel, see Fig 3. Thelever can now be released upon whichit will return to its original position. Thehandwheel will remain engaged untilthe actuator is operated electrically

when it will automatically disengageand return to motor drive. If requiredthe Hand/Auto lever can be locked ineither position using a padlock with a6.5mm hasp.

3.2 Operating ElectricallyCheck that power supply voltage agreeswith that stamped on the actuatornameplate. Switch on power supply. Itis not necessary to check phaserotation.

Do not operate the actuatorelectrically without first checking,using the infra-red Setting Tool,that at least the Primary Settingshave been made (refer to Section 8

page 15).

Selecting Local/Stop/RemoteOperationThe red selector enables either Local orRemote control, lockable in each positionusing a padlock with a 6.5mm hasp.

When or Remstill avlockedelectricontro

Fig. 3.

Local With tLocal (knob cClose. clockw

RemoRotatepositio

3Storage2 Operating yourIQ Actuator

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control only for Open and Close butlocal Stop can still be used by turningthe red knob anti-clockwise.

3.3 DisplayLocal Indication

Fig. 3.2 The Actuator Display

The display consists of:

1. Red position indication lamp

2. Yellow position indication lamp

3. Green position indication lamp

4. Liquid crystal display screen (LCD)

5. Infra-red sensors

6. Infra-red signal confirmation

indicator (Red)

The liquid crystal display screen has 2modes of position indication:

1. Valve position power on

2. Valve position power off

On power up the actuators liquidcrystal display screen is back-lit with asoft amber light and one of theindicator lamps will be on, dependenton position. The display screen willshow percentage open or an end oftravel symbol. (See Figs 3.3, 3.4 and3.5)

As standard, red lamp signifies valveopen, yellow intermediate, and greenlamp signifies valve closed. Open andclosed colour functions can be reversedon request.

OpenRed indicator and open symboldisplayed

Fig. 3.3

Mid TravelYellow indicator and percentage openvalue displayed

Fig. 3.4

CloseGreendisplay

Fig. 3.

With toff, thpowerdisplaybatterylightin

143

2

65

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3.4 DisplayAlarm IndicationThe IQT display incorporates valve,control system, actuator and batteryalarm indication in the form of fourdisplay icons. Located in the top portionof the display, each icon representscertain alarm conditions. Standard help

screens are also available to assist indetermining the actuator operationaland alarm status (refer to Help Screenspage 64).

Valve Alarm

Fig. 3.6

The valve alarm icon, Fig 3.6, isdisplayed when a valve problem causesthe actuator to trip-off due to theconfigured torque value beingdeveloped (refer to [tC]/[tO]pages20/21).The possible causes are:

Valve tight or obstructed in mid travel. Valve stuck or jammed

Valve process conditions changed

(increase in pressure, flow etc.)

Once the actuator has tripped off ontorque, electrical operation in the samedirection is inhibited. The icon willremain displayed until movement in theopposite direction takes place.

The valve alarm icon will not bedisplayed when stopping at end of

travel for valves configured to torqueseat or torque back seat at end oftravel (refer to [C2]/[C3]pages 18/19).

Try handwheel operation of the valve tofeel for stiffness (refer to page 3).

Control Alarm

Fig. 3.7

The control system alarm icon, Fig 3.7,is displayed when the remote controlsystem maintains an active ESD orinterlock signal (the ESD, interlockfunction or conditional control havingbeen enabled.)

Local ainhibitinterloESD AInterloContro

Investiof the

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Actuator Alarm

Fig. 3.8

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

Electrical operation will be inhibitedwhile an alarm is present. The possiblecauses are:

Transformer thermostat tripped

Battery low on power up*

Power supply fault

*see Battery Alarm

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

Battery Alarm

Fig. 3.9

The battery alarm icon, Fig. 3.9, isdisplayed when the actuator detects itsbattery as being low, discharged ormissing.

If, on power up, the actuator detects adischarged battery and actuator power

loss inhibit feature [OS] is enabled(refer to page 58), both battery andactuator alarm icons (Fig.3.8 and 3.9)will be displayed. Electrical operationwill be inhibited.

When the battery alarm iconis displayed, the battery should bereplaced immediately (refer to page 62).

The actuator checks the battery statusat approximately 10 minute intervals.After replacing a battery the alarm iconwill continue to be displayed until thenext check indicates the battery ishealthy. This may take up to 10minutes.

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4.1 Bases F05 to F07and FA05 to FA07

The base adaptor must be removed togive access to the drive bush. Removethe four capscrews and base adaptor asshown in figure 4.

Fig. 4

Clear access to the drive bush is nowavailable as shown in figure 4. Usingthe a 3mm allen key, unscrew the twocapscrews retaining the drive bush andremove the drive bush from theactuator.

Fig. 4.1

4.2 Bases F10 to F14and FA10 to FA14

Removal of the drive bush does notrequire the removal of the actuatorbase. Using a 3mm allen key, unscrew

the two capscrews retaining the drivebush.

Capscrews can be used to remove thedrive bush by screwing into the drivebush as shown in figure 4.2.

Fig. 4.2

The range of IQT drive bushes is shownin figure 4.3. Please refer to publicationE110E for maximum stem acceptancedetails.

Fig. 4.3

4.3 MOnce rmachimachiorientaand co

4.4 FNote: two pothe drensuriactuatoperatoperatthe caFA07 bsecure

Preparing Drive Bush4

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5.1 IQT ActuatorsThe IQT range of actuators are suitablefor part turn applications requiring upto 60 starts per hour.

5.2 IQTM ActuatorsThe IQTM range of actuators are

suitable for modulating control duty ofup to 1200 starts per hour inaccordance with IEC 34-1 to S4 50%.Commissioning of IQTM rangeactuators is identical to the standardIQT (refer to Sections 7, 8 and 9).

5.3 IQTF ActuatorsThe IQTF range of actuators aresuitable for part-turn and multi-turn,non-thrust applications requiring lowspeed and low operating turns.Commissioning of IQTF range actuators

is similar to the standard IQT (refer toSections 7, 8 and 9).

5.4 Lifting the Actuator(Refer to Weights and Measures page71 for actuator weight.)

Ensure the valve is secure before fittingthe actuator, as the combination maybe top heavy and therefore unstable.

If it is necessary to lift the actuatorusing mechanical lifting equipmentcertified slings should be attached asindicated in Figure 5. At all timestrained and experienced personnelshould ensure safe lifting, particularlywhen mounting actuators.

A suitable mounting flange conformingto ISO 5210 or USA Standard MSSSP101 must be fitted to the valve.Actuator to valve fixing must conformto; Material Specification ISO Class 8.8,

yield strength 628 N/sq mm.

WARNING:Do not lift the actuator and valvecombination via the actuator. Alwayslift the valve/actuator assembly via thevalve.

Fig. 5

WARNING:The actuator should be fully supporteduntil full valve stem engagement isachieved and the actuator is secured tothe valve flange.

Fig

5.5 SBeforeactuatpositiomachi

Actuatusing tpage 4using t3.1 paadjust sufficiepage 9

Mounting the Actuator5

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Secure actuator to valve with four fixingbolts. Check that the cast groove inactuator base is not obstructed see Fig5.1. Its purpose is to protect theactuator in the event of a product leakfrom the valve stem/gland packing.Check base fixing bolts are tight.

5.6 Stop BoltsIt is recommended that stop boltadjustment be carried out by thevalvemaker/supplier before the valve isfitted into pipework. Once installed, thevalve maker/supplier should beconsulted before stop bolt re-adjustment is carried out. Stop boltscan be wired to prevent tampering.After setting or adjustment of stopbolts the actuator limits must be reset,refer to Limits LC, LO page 22.

The IQT stop bolts are located belowthe terminal compartment. Stop boltadjustment allows +/- 5 variation oftravel at each end position. Screwingbolts in reduces movement, outincreases movement. For clockwiseclosing valves the right hand bolt is the

closed stop as shown with spanner infig 5.2. The left is the open stop. Stopbolts are factory set to give a nominal90 travel.

Fig. 5.2

Stop Bolt sizes.IQT 125 to 500: M12 bolt requiring19mm AF spanner.

IQT1000 & 2000: M20 bolt requiring30mm AF spanner.

Adjustment for non seatingvalves typesFor closed and open stop positionadjustment:

Undo stop bolt lock-nut. Move actuatorand valve to the required stoppingposition (it may be necessary tounscrew stop bolt to allow more travel).Screw stop bolt in until a stop is felt.Tighten stop bolt lock nut.

Adjustment for seating valvestypes

For closed and open stop positionadjustment:

Undo stop bolt lock-nut. Move actuatorand valve to the required seatingposition of the valve (it may benecessary to unscrew stop bolt to allowmore travel). Screw stop bolt in until astop is felt and then back off by 3turns. Tighten stop bolt lock-nut.

Reset actuator limitsRefer to Limits LC, LO page 22.

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Ensure all power supplies areisolated before removingactuator covers.

Check that the supply voltage agreeswith that stamped on actuatornameplate.

A switch or circuit breaker must beincluded in the wiring installation of theactuator. The switch or circuit breakershall be mounted as close to theactuator as possible and shall bemarked to indicate that it is thedisconnecting device for that particularactuator. The actuator must beprotected with overcurrent protectiondevices rated in accordance with Rotorkpublication No. E135E Electric motorperformance data for IQT range

actuators.

WARNING:

Actuators for use on phase tophase voltages greater than 600Va.c.must not be used on supplysystems such as floating, orearth-phase systems, wherephase to earth voltages in excessof 600V a.c. could exist.

6.1 Earth/Ground ConnectionsA lug with a 6mm diameter hole is castadjacent to the conduit entries forattachment of an external protectiveearthing strap by a nut and bolt. Aninternal earth terminal is also provided,however it must not be used alone as

the protective Earth Connection.

6.2 Removing Terminal CoverUsing a 6mm Allen key loosen the fourcaptive screws evenly. Do not attemptto lever off the cover with a screwdriveras this will damage the O ring sealand may damage the flamepath on acertified unit.

Actuators containing a Setting Toolfitted to the inside of the terminalcompartment cover are identified with

a self-adhesive yellow label on theoutside of the terminal compartmentcover.

The wiring code card fixed in the coveris particular to each actuator and mustnot be interchanged with any otheractuator. If in doubt check the serialnumber on the code card with that ofthe actuator.

Fig. 6

A plastic bag in the terminalcompartment contains: Terminal screwsand washers, spare cover O ringseal,wiring diagram and instructionbook.

6.3 Cable EntryOnly appropriate certified Explosion-Proof entry reducers, glands or conduitmay be used in hazardous locations.

Remove red plastic transit plugs. Makecable entries appropriate to the cabletype and size. Ensure that threadedadaptors, cable glands or conduit aretight and fully waterproof. Seal unusedcable entries with a steel or brassthreaded plug. In hazardous areas anappropriately certified threadedblanking plug must be used.

6.4 COn EExto the must bring taand Acontro

Refer tterminterminthe saactuat

Remov

Begin replace

When wiringtermin

6.5 REnsure

joint agrease

Cable Connections6

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7.1 The Setting ProcedureThe Rotork IQ range of actuators is thefirst that enables commissioning to becarried out without removing covers.

Setting torque, limit and otherfunctions is achieved by using the Infra-

Red Setting Tool. The Setting Tool iscertified Intrinsically Safe to allowcommissioning in hazardous areas.

All the commissioning functions arestored in non-volatile memory in theactuator. The Setting Tool enables theuser to view all the functions in turn viathe actuator display window. As eachfunction is viewed its setting can bechecked and, if required, changedwithin the bounds of that function.

Commissioning may be carried out with

main power switched on or off. Referto page 15 for Power Off Setting.

The setting procedure is divided intotwo stages:

1. Primary FunctionsSettings for end of travel limitactions, torque values, limitpositions etc.

2. Secondary FunctionsSettings covering the control,indication and optionalequipment functions.

All IQT actuator functions areconfigured before dispatch toRotork standard default settingsunless alternatives have beenspecified with the order. Shoulddifficulty be encountered duringcommissioning the defaultsettings can be reinstated,returning the actuatorconfiguration to its originalmanufactured state. Sitecommissioning can then beginagain (refer to Section 9.17).

The default function should be usedwith caution as settings selected aftermanufacture may be essential for thesafe operation of the valve and/orplant.

Actuator Display

Commissioning7

Position Display 50 This mor a pe

Torque and Position Refer t

Password P? y

Setting Branch cr y(crossroad)

Primary FunctionsDirection

Limit ActionsTorque ValuesLimit Positions

Note: The Primary Functionsmust be commissioned first.

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7.2 The Setting Tool

SpecificationEnclosure IP67

Certification EEx ia IIC T4 (intrinsically safe)

FM, INT SAFE, Class I & II Div 1 Groups A B C D E F G, T4A

CSA, Exia, Class I, II Div 1 Groups A B C D

Power supply 9V Battery (supplied and fitted)

Operating range 0.75m (from actuator display window)

Name Instruction1. Key* Display next function down

2. y Key* Display next function across

3. - Key Decrease/change displayed functions value or option setting

4. + Key Increase/change displayed functions value or option setting

5. Key Enter displayed value or option setting* Pressing the two arrow keys together returns the actuator display to the position

indication mode

Infra-red local operation (when enabled)5. Key Stop actuator

6. Key Open actuator

7. Key Close actuator

8. Infra-red Transmitter Window

Fig. 7 The Setting Tool

Setting Tool Battery ReplacementBattery status can be checked by looking at the Infdepressing any Setting Tool button. A flashing red

Battery replacement must be carried out in a safe remove the six caphead screws in the back of the cover to expose the battery.

In order to maintain hazardous area certification fiRayovac Alkaline Maximum NoAL-9V battery typesindicator LED faces the transmitter window in the

When a button is depressed the Setting Tool transthe actuator by infra-red pulses and must thereforactuator indicator window and at a distance no gr

8 24

75

31

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7.3 Entering the ActuatorSetting Procedure

With the actuator securely mounted onthe valve, the mains supply on andLocal control or Stop selected.

PRESS THE KEY.

The actuator display will change andthe Torque & Position display will beseen. (For instantaneous torque &position monitoring, refer to Section10, page 62.)

PRESS THE KEY.

The actuator display will change andthe password protection display willbe seen.

The Actuator Function Settingscan be protected by the Use

of a Password

7.4 Setting Mode PasswordTo enable setting and adjustment of theactuator functions the correct passwordmust be entered. The factory set (default)password is [ld]. If the actuator haspreviously been set with a site passwordthis must be displayed.

Use the + or-

keys to scroll through theavailable passwords 00FF (hexadecimal).With the correct password displayed pressthe enter key.

PRESS THE KEY.

Two setting bars will appear and willremain visible on every function displayscreen.

Default Password,Setting Mode Enabled

7.5 New Password [PC]To configure a new password, theactuator must be in setting mode withthe password display setting modeenabled showing,

PRESS THE y KEY.

The display will change to [PC]. Using the+ or - key scroll through the availablepasswords until the desired password isdisplayed.

PRESS THE KEY.

Password Changed to [IE]

NOTE: The new password becomeseffective the next time setting mode isentered.

7.6 CThe accheckepasswoviewedwill no

Pass

Once tthe req

PRESS

The prdisplay7.7 pag

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7.7 Procedure Branch Crossroad [Cr]

To access the Primary Function settingspress the arrow key (refer toSection 8 Commissioning PrimaryFunctions page 15).

To access the Secondary Functionsettings press the arrow y key (referto Section 9 Commissioning SecondaryFunctions page 25).

7.8 The Actuator Display Setting/Checking Mode

Actuator functions as laid out in thePrimary and Secondary commissioningstages, can be individually displayed byusing the Setting Tool arrow keys.

The

arrow key will always displaythe FIRST function on the next levelDOWN within the procedure.

The y arrow key will always displaythe NEXT function on the SAME leveland will wrap around the functions onthe same level.

The actuator display indicator lamps willcontinue to indicate valve position.

Actuator functions are displayed incode form in the top portion of theliquid crystal display screen.

The setting for the displayed function isshown in the lower portion of thescreen. Depending on the actuatorfunction displayed, its setting may bean option or a value. In setting modethe Setting

Tool + or - keys will cause the settingto be changed. In checking mode thesettings cannot be altered.

In setting mode, once displayed, a newsetting can be entered into the actuatormemory by pressing the key.The setting will flash off and back on,confirming its selection.

TOP PORTIONFunction e.g.tC = Torque Close

LOWER PORTIONFunction Settinge.g. Value = 40%

Typical Actuator Function Display

Setting Mode Enabled

7.9 RV

There valve p

1. Ala

dp

2. Pt

3. Pd

4. Wdus

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Fig. 8

The actuators Primary Function settingsaffect the correct operation of the valveby the actuator. If the actuator hasbeen supplied with the valve, the valvemaker or supplier may have alreadymade these settings.

ELECTRICAL OPERATION MUST NOTTAKE PLACE UNTIL THE PRIMARYSETTINGS HAVE BEEN MADE ANDCHECKED.

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

Viewing the PrimaryFunction SettingsWith the actuator mounted on thevalve, the power supply on and Local orStop control selected, point the Setting

Tool at the actuator indicator windowfrom a distance of no more than0.75m. By pressing the key and,when appropriate, the y key, it ispossible to move through theprocedure, displaying the variousfunctions and their settings as shown inFig. 8.1 (refer to page 16).The right-hand side of Fig.8.1 explains thefunction of each LCD display.

PoweIQT allset witfunctiorotate (refer now b

key prsecondSettingred Seplace tindicatthen bre-ena

Settinverififunct

ensur

8 Commissioning Primary Functions

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Viewing the Primary Function Settings

Position Display50 (This may be an open or closed symbol or a % open value.) Refer to Section 7

Commissioning

Torque and Position Display

P? y PC y Ir y Ic Password y Password Change y IrDA y Cell Phone

cr Procedure Branch (crossroad)

c1 y c2 y c3 Direction to Close y Close Action y Open Action

tC y tO Torque Value Closing y Torque Value Opening

LC y LO Limit Closed y Limit Open

50 Position Display

Fig. 8.1 Primary Setting Function Displays

PRIMARY FUNCTIONS CONT

C1 Direction to ClosC2 Close Action

C3 Open Action

tC Torque Value Clo

tO Torque Value Op

LC Set Limit Closed

LO Set Limit Open

AA Actuator Speed

The actuator can be configured to be clo

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Manually operate actuator and valve toestablish correct closing direction. If thehandwheel labelling is found to beincorrect please apply to Rotork forconversion labels.

50

P? y PC y Ir y Ic

cr

c1 y c2 y c3

tC y tO

LC y LO

50

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

[C] in the Setting Field IndicatingClockwise to Close

[A] in the Setting Field IndicatingAnti-clockwise to Close

Having ensured that the displaycorresponds to the establishedclosing direction

PRESS THE KEY.

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

PRESS THE y KEY.

Direction to CloseC1

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IQT actuators are designed to stop atthe end of travel by torque limitationagainst the actuator stop bolts. Stopbolts should therefore be set to theprecise stopping position required, referto section 5.6.

IQTF actuators can be configured toclose on torque or limit. Refer to valvemanufacturers instructions.

50

P? y PC y Ir y Ic

cr

c1 y c2 y c3

tC y tO

LC y LO

50

Using the + or - key, display thedesired option.

[Ct] in the Setting Field IndicatingClose on Torque - defualt setting.

[CL] in the Setting Field Indicating

Close on Limit

Having selected the required option

PRESS THE KEY.

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

PRESS THE y KEY.

NOTEthe actorquevalve (

Close ActionC2

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IQT actuators are designed to stop atthe end of travel by torque limitationagainst the actuator stop bolts. Stopbolts should therefore be set to theprecise stopping position required, referto section 5.6.

IQTF actuators can be configured toclose on torque or limit. Refer to valvemanufacturers instructions.

50

P? y PC y Ir y Ic

cr

c1 y c2 y c3

tC y tO

LC y LO

50

Using the + or - key display the desiredoption.

[Ot] in the Setting Field IndicatesOpen on Torque - defualt setting.

[OL] in the Setting Field Indicates

Open on LimitPRESS THE KEY.

The displayed option will flash,

indicating that it has been set.

PRESS THE y KEY.

NOTEthe actorquethe va

Open ActionC3

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The value of torque available in theclose direction can be configured. Referto valve manufacturer forrecommended value.

The closing torque value can be variedbetween 40% and Rated, in 1%increments.

50

P? y PC y Ir y Ic

cr

c1 y c2 y c3

tC y tO

LC y LO

50

Using the + and - keys displayrecommended value. In the absence ofa recommended torque value, try a lowsetting and increase until satisfactoryvalve operation is achieved.

PRESS THE KEY.

The displayed value will flash, indicatingthat it has been set.

Should the set value of torque bedeveloped in closing, the actuator willtorque trip and stop.

PRESS THE y KEY.

NOTE: Rated torque is quoted on theactuator nameplate.

40% of Rated Torque

99% of Rated Torque

Rated Torque

Torque Value ClosingtC

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The value of torque available in theopen direction can be configured. Referto valve manufacturer forrecommended value.

50

P? y PC y Ir y Ic

cr

c1 y c2 y c3

tC y tO

LC y LO

50

The opening torque value can be variedbetween 40% and Rated, in 1%increments. In addition Boost can beconfigured when no open torqueprotection is required.

BOOST SHOULD NOT BE

SELECTED WHEN THE ACTUATORHAS BEEN CONFIGURED TO OPENON TORQUE (refer to [C3]page 19)unless back seating at Rated torque isacceptable.

Using the + and - keys display therecommended torque value.

In the absence of a recommendedtorque value, try a low setting andincrease until satisfactory valveoperation is achieved.

NOTE: Rated torque is quoted on theactuator nameplate. Boost torque is atleast 140% of Rated torque.

PRESS THE KEY.


Should the set value of torque bedeveloped in opening, the actuator willtorque trip and stop.

PRESS THE KEY.

40%

99%

In chekey aft

the dis

Torque Valve OpeningtO

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NOTE: It is possible to set the OpenLimit Position [LO] first.

50

P? y PC y Ir y Ic

cr

c1 y c2 y c3

tC y tO

LC y LO

50

NOTE: When in checking mode SetLimit Closed [LC] does not appear.

With [LC] displayed

Limit Closed

Move valve manually to the closedposition. Allow for overrun by windingactuator output open by twohandwheel turns.

PRESS THE KEY.

The two bars will flash and the closedindicator lamp will illuminate, indicatingclosed limit position has been set.

PRESS THE y KEY.To check closed limit position handwind valve open until the amber lampilluminates. Wind valve back closeduntil the closed lamp illuminates.

50

P? y PC y Ir y Ic

cr

c1 y c2 y c3

tC y tO

LC y LO

50

NOTE: When in checking mode SetLimit Open [LO] does not appear.

With

Move positioactuathandw

PRESS

The twindicatopen l

PRESS

The oppage 4

Set Limit ClosedLC Set Limit OpenLO

AA

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With [AA] displayed

Use the + and-

key to select therequired actuator operating time. Thesettings are displayed in hexadecimaland can be related to the actuatorspeed as shown in Fig 8.2.

PRESS THE KEY.


All speed settings are adjustable in unitincrements of hexadecimal. Any valueof hex outside of the range stated will

not be accepted into the actuatormemory.

%

Fig 8.2

NOTEfor sp

Speed SettingAA

Positional Display

P? y PC y Ir y Ic

Contact Function

cr y Contact S1 r1Contact S2 r2

Contact S3 r3

Contact S4 r4

ESD Action

Control ModeConfiguration

A1

Extra Indication Folomatic Remote Bus

Contacts CPT Remote Control Control Source System

O pt io n Se le ct io n O E y OI y OF y Od y OP[On]

PA

50 IQT operating time can be adjustedbetween 25% and 100% of themaximum time (50% and 100% forIQT2000). IQT are factory set at themaximum speed. IQTM actuators aredispatched with the minimum speed set.To access speed setting [AA] screen, bus

system [OP] has to be set to [On ], usingthe + and-

key.

After this setting, proceed to screen [AA].

IrDAcomms

PrimaryFunctions

IQTSpeedSetting

AA

CellPhone

R t t

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50

P? y PC y Ir y Ic

cr

c1 y c2 y c3

tC y tO

LC y LO

50

If the procedure has been followed asdescribed, the positional display willindicate that the actuator is in the openposition.

Select Remote control momentarily,using the red selector to exit settingprocedure and then select required

control: Local, Stop or Remote.

With the correct settings made electricoperation can now be carried outsafely.

Return toPositional Display

9 C i i i

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Fig. 9

The Secondary Functions can beconfigured to suit site control andindication requirements. It is importantthat Primary Functions such as limitsand torque switch settings are setbefore work commences oncommissioning the Secondary

Functions. The layout of the SecondaryFunctions accessed with the SettingTool are detailed in Fig. 9.1. Tosuccessfully commission the SecondaryFunctions, information about the site orprocess control system will be required.

The supplied actuator Wiring Diagramdetails control and indication devicesfitted to the actuator along withterminal connection detail and standardremote control wiring systems.

PoweIQT allset witfunctiorotate one tuSetting

as a SewithinPowerIf no incommwill reactuathandwSetting

Settinverififunct

ensur

9 Commissioning Secondary Functions

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Positional Display

P? y PC y Ir y Ic

Contact Function Va lu e Co nt a ct Fo rm

cr y Contact S1 r1 y r1 y r1Contact S2 r2 y r2 y r2

Contact S3 r3 y r3 y r3

Contact S4 r4 y r4 y r4

ESD ESD Thermostat ESD Overide ESD Override Maintained 2-wire External Conditional Torque SwitchESD Action Contact Type Bypass Interlocks Local Stop Local Control Control Interlocks Control Bypass

Control ModeConfiguration A1 y A2 y A3 y A4 y A5 y A6 y A7 y A8 y A9 y At

Extra Indication Folomatic Remote Bus Interrupter Setting Tool Power Loss

Contacts CPT Remote Control Control Source System Timer Local Control Inhibit

O pt io n Se le ct io n O E y OI y OF y Od y OP y OJ y Or y OS

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

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

Defa ult Opt io n d 1 y d 2

Return to Positional Display Fig. 9.1 Seconda

50

IrDAcomms

PrimaryFunctions

CellPhone

9 1

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Having established that the PrimaryFunctions have been correctly set, theSecondary Functions can now beconfigured to suit site control andindication requirements.

It is possible to move through thevarious Secondary Functions as shown

in Fig. 9.1 using the yand keys.The actuator wiring diagram willindicate any options fitted.

Options Setting Tool Local Control [Or]and Power Loss Inhibit [OS] arestandard features, their use beingoptional.

In ordFunctike

If you Functidisplay

If you FunctidisplaySection

F

PRES

9.1

SECONDARY FUNCTIONS CONTENTS

page

9.0 Commissioning Secondary Functions 25

9.1 Accessing the Secondary Settings 27

9.2 Indication Contacts S1, S2, S3 and S4 28

9.3 Control Mode Configuration 309.4 Option Extra Indication Contacts S5S8 33

9.5 Option CPT (Current Position Transmitter) 34

9.6 Option Folomatic Remote Control 35

9.7 Remote Control Source 38

9.8 Bus System Option Pakscan 39

9.9 Bus System Option Modbus 43

9.10 Bus System Option Profibus DP 47

9.11 Bus System Option DeviceNet 51

9.12 Bus System Positioning Control Settings 54

9.13 Option Interrupter Timer 56

9.14 Setting Tool Local Control 58

9.15 Inhibit Operation After Power Loss 58

9.16 Actuator Type Setting 59

9.17 Default Options 60

9.18 Default Options 61

10.0 Maintenance,Monitoring and Troubleshooting 62

10.1 Help Screens 64

10.2 IrDA Diagnostics and Configuration 69

r1 r19 2 Indication Contacts

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Contact S1 - Functionr1 r1

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

Code Function[CL] closed end position

[OP] open end position

[Po] intermediate position[tC] torque trip close

[tO] torque trip open

[tt] torque trip any position

[tl] torque trip mid travel

[dC] actuator closing

[dO] actuator opening

[d?] actuator rotating

[St] motor stalled

[bA] battery low

[HA] hand operation

[bL] blinker[LS] local stop

[Ol] open interlock

[Cl] close interlock

[lL] interlock active

[ES] ESD signal

[LP] lost phase

[Lo] local selected

[rE] remote selected[AA] actuator alarm *

[24] 24V power failure

[rr ] motor running[UA] Valve alarm*

[Ht] thermostat tripped

[CA] Control alarm*

[rP] relay parity

The S contact form can be set normallyopen [no] or normally closed [nc].

The procedures for setting up contactsS2, S3 and S4 are the same as thoseshown for S1.

Unless specified with order, thedefault settings for indicationcontacts are as follows:

S1 [CL] closed end position [no]

S2 [OP] open end position [no]

S3 [CL] closed end position [nc]

S4 . [OP] open end position [nc]

* Contact alarm indication will operateunder the same conditions as thedisplay alarm indication icons (refer topage 5 for information).

Using the + or - key display the desiredfunction.

PRESS THE KEY.

The displayed function will flashindicating that it has been set.

Contact S1 Configured to Tripat Valve Closed Limit

PRESS THE y KEY.

When [P0], tvalue m

No ota valu

The va99% o

Using require

PRESS

The dithat it

PRESS

9.2 Indication ContactsS1, S2, S3 and S4

r1 Contact S1

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Use the + or - keys to select between[nO] (normally open) and [nC](normally closed).

PRESS THE KEY.

The displayed option will flashindicating that it has been set.

Contact S1 Configured as aNormally Open Contact

NOTE: If function [PO] is selected andit is configured as a normally opencontact it will make at the set value

with the actuator moving in the opendirection.

To access S2S4

PRESS THE KEY.

(Refer to Fig 9.1)

r1 Contact S1Contact Form

9.3 ESD A tiA1 ESD C t t TA2 A3Control Mode

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The Control Mode Configuration affectshow the actuator will respond underconditions of emergency shut down,local control, remote control interlocks,and 2-wire remote control. Alsoincluded is an unseating torque switchbypass function. Unless specified withorder, the control mode configurationwill be set as shown for defaultconfiguration on page 60.

If it is necessary to change theconfiguration follow the instructions inthis section.

There are 10 configurable controlfunctions:

A1 ESD action

A2 ESD contact type

A3 ESD thermostat bypass

A4 ESD override interlock

A5 ESD override local stop

A6 Maintained local control

A7 2-wire remote control

A8 External interlocks

A9 Conditional Control

At Torque switch bypass.

An active ESD signal applied to theactuator will override any existing orapplied local or remote control signal.ESD can be configured to override thetransformer thermostat, activeinterlocks or local stop selection. Referto A3, A4 and A5.

The default action under an active ESDsignal is to stay put [SP].

Press the + or - key to select therequired ESD action:

[CL] Close on ESD

[SP] Stay put on ESD

[OP] Open on ESD

PRESS THE KEY.


ESD Set to Close

The default setting for ESD ContactType is [nO].

The actuator responds to a remotecontrol ESD signal derived from anormally open contact making. For ESD,where a remote control ESD signal isderived from a normally closed contact

breaking, the signal being removed,press the + or

-key.

The display will change to [nC].

PRESS THE KEY.


Actuator Responds to a Remote,Normally Open ESD Contact

Making (Signal Applied)

Note: If Folomatic analogue control isrequired A2 must be set to [nO].

The deBypassthermoenable

The thduringoption

informDangcertifthe th

A3 shoset con

During

[A3]=[

[A3]=[

The

9.3 ESD ActionA1 ESD Contact TypeA2 A3Control ModeConfiguration

A4 ESD Override A5 ESD Override A6 Maintained A7

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The default setting for ESD OverrideInterlocks is [OF]. ESD action will notoverride an active interlock applied tothe actuator.

If an applied ESD signal is required tooverride active interlocks causing theESD action as set for A1, press the + or

-

key. The display will change to [On ].PRESS THE KEY.


ESD Override Interlock Off

The default setting for ESD OverrideLocal Stop is [OF]. ESD will not overridelocal stop when selected.

If an applied ESD signal is required tooverride local stop causing the ESDaction as set for A1, press the + or -key. The display will change to [On ].

PRESS THE KEY.


ESD Override Local Stop Off

The default setting for Local ActuatorPushbutton control is self-maintained[On ].If non-maintained actuator pushbuttoncontrol is required (jogging, inching,push to run), press the + or - key. Thedisplay will change to [OF].

PRESS THE KEY.


Self-Maintained Local Control

The deControclosedsimult(stop iwiring

Use threquire

[OP] O

[SP] S

[CL] C

PRESS

The diindicat

2-w

A4 ESD OverrideInterlocks

A5 ESD OverrideLocal Stop

A6 MaintainedLocal Control

A7

External InterlocksA8 Conditional ControlA9 Torque Switch BypassAt

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Actuators are delivered with theinterlock facility disabled [OF] Refer tothe actuator wiring diagram orpublication E120E for interlock controlcircuits.

To enable remote external interlockspress the + or - key.

The display will change to [On ].PRESS THE KEY.


Interlocks Disabled

Note: If interlocking is required in onlyone direction, it will be necessary toconnect a link between the actuatorterminals associated with the otherdirection.

Where a high level of safety integrity isrequired, Conditional Control can beconfigured. In this mode two discreetsignals are required for remoteoperation. Remote control will beconditional on both a control signal(open or close) and the appropriateinterlock signal being appliedsimultaneously. Failure of either or aspurious signal will not cause operation.

Interlocks [A8] must be set [On ].Interlock signals are not required forlocal operation.

The default setting for conditionalcontrol is [OF]. To enable conditionalcontrol press the + or - key.The displaywill change to [On ].

PRESS THE KEY.


Conditional Control Off

The default setting for Torque SwitchBypass is [OF], the torque switches arenot bypassed during the unseatingmovement.

To bypass the torque switches duringthe unseating movement press the + or- key.

The display will change to [On ].PRESS THE KEY.


The torque switches will be bypassedfrom closed limit to 5% open whenopening and from open limit to 95%when closing. Bypassing the torqueswitches makes torque in excess ofrated and up to actuator stall availablefor unseating a sticky valve. Outside

these positions the torque setting willrevert to the values set for [tC], seepage 20 and [tO] page 21.

Torque Switch Bypass Off

External Interlocks Conditional Control Torque Switch Bypass

9.4 Option Extra OE Display Extra Contact

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Extra indication contacts S5 [r5], S6[r6], S7 [r7] and S8 [r8] are available asan option.

Check actuator circuit diagram forinclusion.

When the Extra Contact Option isincluded the set-up procedure andavailable contact functions for S5 S8are identical to S1S4 (refer to Section9.2 page 28).

Unless specified with order the defaultsetting for the extra indication contactswill be as follows:

S5 [r5] Close limit indication

S6 [r6] Open limit indication

S7 [r7] Torque trip mid travel

S8 [r8] Remote control selected

NOTE: If the Extra Contact Option isnot included in the actuator build, anysettings made for S5S8 will have noeffect on the indication output of theactuator.

The action of turning on the ExtraContact Option makes an additionalseries of set-up screens available

Enabled DisabledExtra Contact Set-up Displays

Press the + or - key to select the ExtraContact Option set-up screens [On ].

PRESS THE KEY.


PRESS THE KEY TO ACCESS S5

TO S8 SET-UP DISPLAYS.The procedure for setting S5 to S8is the same as that for S1 to S4(refer to Section 9.2 page 28).

pIndication Contacts

p ySet-up Screens

9.5 Option CPT [OI]

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Setting instructions for actuatorsincluding a CPT providing 4-20mA analogue position feedback.

The CPT is an optional extra. It may beinternally 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 tochange to [LO].

PRESS THE KEY.

The displayed option will flashindicating that the option has been set.

NOTE: If the actuator has optionsFolomatic and CPT, redefining the CPT,will require the Folomatic to berecommissioned (refer to Section 9.6Folomatic[OI]page 35).

p(Current Position Transmitter)

9.6 Option FolomaticR C l

Folomatic FeedbackOI 9.4

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Setting instructions for actuatorsincluding a Folomatic(proportional) Controller for usein (analogue) valve positioncontrol.

The Folomatic is an optional

control device. Check actuatorwiring diagram for inclusion.

Before setting the parameters forOption Folomatic ensure RemoteControl Source [Od] has beenselected to [bo] in Section 9.7.

Folomatic set-up screens can be turnedOFF to provide extra security.

Once selected ON the option functiondisplays allow commissioning of the

Folomatic to be undertaken.NOTE: Turning ON/OFF the Folomaticset-up screens (when fitted) does notaffect its operation.

This instruction lists the Folomaticfunction displays in their sequence andassumes that all Folomatic functions areto be checked/set.

The actuator should be selected in Localor Stop with the set point signalconnected to terminals 26(+ve) and

27(-ve) (refer to wiring diagram).

Before commissioning of the Folomaticfunctions can begin, the FolomaticFeedback must be set to suit theapplied set point signal.

With [HI] displayed, an increasing setpoint signal will correspond to valveopening.

If a high set point signal is required tocorrespond to valve closing use the + or- key to change to [LO].

PRESS THE KEY.


If setting [OI] is modified aftercommissioning the Folomatic, it will benecessary to recommission theFolomatic.

Press the y key to access theFolomatic set-up display [OF].

The acoptionsetting

FoSet-u

Use thDisplay

PRESS

The diindicat

Press tFolom

Remote ControlFolomatic Feedback

FI Set PointSi l T

Fr Set PointSi l R

FL Valve PositionLOW S t P i t

FH

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Using the + or - key select [ l] forcurrent set point signal or [ U] forvoltage set point signal.

Current Mode Selected

PRESS THE KEY.


Press the y key to display [Fr].

Using the + or - key select [05], [10] or[20] to correspond with the set pointsignals within the range of 05mA orvolts, 010mA or volts or 020mA orvolts (i.e. 420mA).

020mA or VoltageRange Selected

PRESS THE KEY.


Press the y key to display [FL].

APPLY MINIMUMSET POINT SIGNAL

Using the + or - key select:

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

to correspond with the LOW set pointsignal.

Valve Closedon LOW Signal

PRESS THE KEY.

The displayed value will flash indicatingthat it has been set.

Press the y key to display [FH].

APPLYSET P

Using

[ ] [ ][01] to[ ]

to corrsignal.

PRESS

The dithat it

Press t

Signal Type Signal Range LOW Set Point

Ft Motion InhibitTimer Adj stment

Fd DeadbandAdj stment

FA Action On Loss ofSet Point Signal

FF

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If the actuator hunts or respondsunnecessarily to a fluctuating set pointsignal the deadband must be increased.If more accurate control is required thedeadband may be decreased.

Use the + or - key to select thedeadband width. Range 0099

corresponds to 09.9% of setpointsignal.

NOTE: Maximum deadband is 9.9% ofvalve stroke. Normally minimumdeadband should not be less than 1%.

Deadband Set to 1.2%of Valve Stroke

PRESS THE KEY.


Press the y key to display [Ft].

The motion inhibit timer introduces adelay in the actuator response to arapidly fluctuating set point signal,preventing unnecessary movement.

Once the system stabilises the actuatorwill respond to steady changes in theset point signal as necessary.

Use + or-

key to adjust motion inhibittime in seconds: range 099. Normallyit is recommended that motion inhibittime should not be set to less than 5seconds (refer to note on page 58).

Motion InhibitTime Set to 5 Seconds

PRESS THE KEY.


Press the y key to display [FA].

Use + or - key to enable [On] or disable[OF] action on loss of set point signal.

[On ] Failsafe as determined by [FF].

[OF] Failsafe to positioncorresponding to low set point.

Enabled

PRESS THE KEY.


NOTE: Failsafe action ON will beeffective only for systems using anoffset or live zero signal range, forexample 420 mA.

Press the y key to display [FF].

Failsaf

Use +point s

[Lo]

[SP] [Hl]

PRESS

The diindicat

Commcomplselecte

Timer AdjustmentAdjustment Set Point Signal

Remote Control Source9.7

Remote Control SourceOd

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The available forms of remote controlare listed below:

Standard hardwired controlAnalogue control-Option FolomaticNetwork control including:

Option PakscanOption Modbus

Option ProfibusThe setting for Remote Control Sourcewill depend on the type of remotecontrol required and the optionspecified and fitted. Check actuatorcircuit diagram for remote control form.

The setting of Remote Control Sourcewill be determined by the option thathas been fitted, if any.

[rE] Standard hardwired remotecontrol.

[bO] Option Folomatic.

[OP] Options Pakscan, Profibus,Modbus, Foundation Fieldbusor DeviceNet.

[OF] All remote control disabled(Actuator available for localcontrol only).

To change the remote source press the+ or - key until the required setting isdisplayed.

PRESS THE KEY.


Standard HardwiredRemote Control

9.8 Bus SystemOption Pakscan [OP]

Pakscan AddressPA Pb

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Setting instructions for actuatorsincluding an optional Pakscan FieldControl Unit check wiring diagram forinclusion.

Before setting the parameters forOption Pakscan ensure RemoteControl Source [Od] has been

selected to [oP] in Section 9.7.Pakscan set-up screens can be turnedoff to provide extra security. The actionof turning screens on or off does notaffect its operation.

Use the + or - key to turn on Pakscanset-up screens.

Pakscan Set-up Screens ON

PRESS THE KEY.


Press the key to display the Pakscanset-up screens.

The actuator Pakscan Field Control Unitmust be allocated a unique loopaddress.

The actuator must be in Loopbackfor its address to be set or changed.Loopback can be achieved in two ways:

1. Turn OFF the master station.

2. Isolate the actuator from the2-wire control loop.

Using the + or - keys display therequired loop address.

Address to be set within the range01F0 Hexadecimal. (refer to table onpage 72).

PRESS THE KEY.


Press the y key to display [Pb].

The acbaud rrate. Fthe selto the contro

The ac

for its Loopb

1. T

2. I2

Option Pakscan [OP]

Pakscan Baud RatePb PF Pakscan RemoteAuxiliary Input

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Using the + or - keys display therequired baud rate.

01 = 110 baud

03 = 300 baud

06 = 600 baud

12 = 1200 baud

24 = 2400 baud

2400 baud rate set

PRESS THE KEY.


Press the y key to display [PF].

The IQT actuator has the facility to accept 4 auxiliaare used when supplementary remote control or din addition to the standard control and feedback fPakscan card. It is also possible to have a combinavolt-free inputs to provide, for example, open andand low tank level alarm indication, supplied via a

The hexadecimal number displayed under PF can b

mask. It is this mask that tells the Pakscan card wcontrol or input signal, and what form the input wclosed (refer to page 72 for Binary, Hexadecimal a

To decipher the mask the number needs to be splcharacters, each of which can be sub-divided into represent the function and the second 4 representinvert). Pictorially this can be represented as:

Left side hex character RighAux 4 to 1 (function) A

Bits 4 3 2 1

When used for remote control of the actuator bitshave 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 simp

Auxiliary Input

PF Pakscan RemoteAuxiliary Input

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Rules

1. Function bit set to 0Any function bit set to 0 indicates that the particular aux input is to be treated asa digital signal for field status reporting, e.g. a level switch or motor running status.

If the corresponding invert bit is set to a 0, an open contact is reported as a logic"1" and a closed contact is reported as a logic 0 (i.e. this will invert the input).

If the corresponding invert bit is set to a 1, an open contact is reported as a logic"0" and a closed contact is reported as a logic 1 (i.e. this gives a noninvertinginput).

2. Function bit set to 1Any function bit set to 1 indicates that the particular aux input is to be treated asa digital command to operate the actuator.

When the corresponding invert bit is set to a 0 this represents an N.C. contact asbeing the command source, i.e. a closing contact de-energises the input and anopening contact energises the input.

When the corresponding invert bit is set to a 1, this represents an N.O. contact asbeing the command source, i.e. a closing contact energises the input and an

opening contact de-energises the input.

3. ESD ControlWhen using ESD (aux input 4), the ESD contact mode setting [A2] should be set tothe default value of [nO]. The [A1]ESD direction setting should be set to eitherOpen or Close the valve (refer to page 30).

4. Stop/Maintain ControlWhen energised this will make the Aux input Open/Close/ESD control push-to-run,(non-maintained).

When de-energised, the Aux input Open/Close/ESD control will be maintained.

5. Remote I/P SettingEnsure that the correct [Od] setting is selected (ref

For Pakscan this is [oP].

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

Examples1. The full range of remote controls is needed. Op

and Stop/maintain is NC.

Aux I/P 4 3 2 1

Function 1 1 1 1 = F

Invert 0 0 1 1 = 3 i.e. set [PF] to [F

2. Open and close control is required along with 2(Note that with this setting the open and close com

Aux I/P 4 3 2 1

Function 0 0 1 1 = 3

Invert 0 0 1 1 = 3 i.e. set [PF] to [3

3. Only an ESD input is needed. The requirement iNO contact input.

Aux I/P 4 3 2 1

Function 1 1 0 0 = C

Invert 1 0 0 0 = 8 i.e. set [PF] to [C

Auxiliary Input

PF Pakscan RemoteAuxiliary Input

PP

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Using the + or - keys display therequired mask setting.

Auxiliary Input Mask[OF]

PRESS THE KEY.


If Pakscan positioning control isrequired, return to the position displayby pressing and y keys together.

Display [OF] (refer to page 54).

Setting [PP] is not used byPakscan. Entered settings will beignored.

Auxiliary Input

9.9 Bus SystemOption Modbus [OP]

Modbus AddressPA Pb

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Setting instructions for actuatorsincluding an optional Modbus RTUmodule check wiring diagram forinclusion.

Before setting the parameters forOption Modbus ensure RemoteControl Source [Od] has beenselected to [oP] in Section 9.7.

Modbus module set-up screens can beturned off to provide extra security. Theaction of turning screens on or off doesnot affect its operation.

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

Modbus Set-up Screens [On]PRESS THE KEY.


Press the key to display the Modbusset-up screens.

The Modbus module must be allocateda unique address.

To set the address the Modbus modulemust be isolated from the host bydisconnecting the RS485 highway orturning off the host device.

Using the + or - keys display the

required address.

Address to be set within the range 01to F7 Hexadecimal (refer to page 72 forconversion). If an address value outsidethis range is entered, the address setwill revert to 01 (for 00) or F7 (for valueabove F7).

PRESS THE KEY.



The MRS485baudraisolatethe RShost d

Using baudra

[01] 1[03] 3[12] 1[48] 4[19] 1

PRESS

The diindicat

Press t

Opt o odbus [O ]

PF Modbus RemoteAuxiliary Input

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The IQT actuator has the facility to accept 4 auxiliary inputs (AUX1 AUX4). Theseare used when supplementary remote control or digital auxiliary inputs are requiredin addition to the standard control and feedback features incorporated into theModbus module. It is also possible to have a combination of both remote controland volt-free inputs to provide, for example, open and c lose control as well as ahigh and low tank level alarm indication, supplied via an external transducer.

The hexadecimal number displayed under PF can be considered as a softwaremask. 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 normallyclosed (refer to page 72 for Binary, Hexadecimal and Decimal Conversion Table) .

To decipher the mask the number needs to be split into two separate hexadecimalcharacters, each of which can be sub-divided into 4 binary bits. The first 4 bitsrepresent the function and the second 4 represent the input source (known asinvert). Pictorially this can be represented as:

Left side hex character Right side hex characterAux 4 to 1 (function) AUX 4 to 1 (Invert)

Bits 4 3 2 1 4 3 2 1

When used for remote control of the actuator bits 4 to 1 of the function characterhave been designated as follows:

Bit 4 (AUX4) ESD


Bit 2 (AUX2) Close

Bit 1 (AUX1) Open

(When used for digital signal inputs they are simply designated as AUX 4 to AUX 1.)

Rules

1. Function bit set to 0Any function bit set to 0 indicates that the partica digital signal for field status reporting, e.g. a leve

If the corresponding invert bit is set to a 0, an o1 and a closed contact is reported as a logic 0

If the corresponding invert bit is set to a 1, an o"0" and a closed contact is reported as a logic 1input).

2. Function bit set to 1Any function bit set to 1 indicates that the partica digital command to operate the actuator.

When the corresponding invert bit is set to a 0 tbeing the command source, i.e. a closing contact dopening contact energises the input.

When the corresponding invert bit is set to a 1, being the command source, i.e. a closing contact e


3. ESD ControlWhen using ESD (aux input 4), the ESD contact mothe default value of [nO]. The [A1]ESD directionOpen or Close the valve (refer to page 30).

y p

PF Modbus RemoteAuxiliary Input

PP

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Using the or keys display the requiredmask setting.

Auxiliary Input Mask[OF]

PRESS THE KEY.


Press the y key to display [PP].

Whereused tparity

Using requir

[no] N

[En] E

[Od] O

PRESS

The diindica

y p

4. Stop/Maintain ControlWhen 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 isalways push to run (non maintained).

5. Remote I/P SettingEnsure that the correct [Od] setting is selected (refer to page 38).

For Modbus this is [

rE].


Examples1. The full range of remote controls is needed. Open and Close are NO and ESDand Stop/maintain is NC.

Aux I/P 4 3 2 1


Invert 0 0 1 1 = 3 i.e. set [PF] to [F3]

2. Open and close control is required along with 2 inverted digital signal inputs.(Note that with this setting the open and close commands will be maintained.)

Aux I/P 4 3 2 1Function 0 0 1 1 = 3

Invert 0 0 1 1 = 3 i.e. set [PF] to [33]

3. Only an ESD input is needed. The requirement is for push to run control with aNO contact input.

Aux I/P 4 3 2 1


Invert 1 0 0 0 = 8 i.e. set [PF] to [C8]

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For Modbus module positioningsettings and action on loss of signalsetting [OF] (refer to page 54).

If Modbus positioning control andaction on loss of communication arerequired, return to the position displayby pressing and y keys together.

Display [OF] (refer to page 54).

9.10 Bus SystemOption Profibus DP [OP]

Profibus AddressPA

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Setting instructions for actuatorsincluding an optional Profibus DPmodule check wiring diagram forinclusion.

Before setting the parameters forOption Profibus ensure RemoteControl Source [Od] has been

selected to [oP] in Section 9.7.

Profibus module set-up screens can beturned off to provide extra security. Theaction of turning screens on or off doesnot affect its operation.

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

Profibus set-up screens [On ]PRESS THE KEY.


Press the key to display the Profibusset-up screens.

The Profibus DP module must beallocated a unique address.

To set the address the Profibus modulemust be isolated from the host bydisconnecting the RS485 highway orturning off the host device.

Using the + or - keys display the

required address.Address to be set within the range 01to 7E Hexadecimal (refer to page 72 forconversion). If an address value outsidethis range is entered, the address setwill revert to 01 (for 00) or 7E (for valueabove 7E).

PRESS

The diindicat

Press t

Profibus Proflags 2Pb PF Profibus RemoteAuxiliary Input

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Proflags 2 setting determines the portused for communication and whetherthe host has the ability to change theProfibus module address.

Using the + or - keys display therequired setting:

Set: Port Host address change

[01] 2 disabled[03] 1 disabled

[06] 2 enabled

[12] 1 enabled

The default setting is [12]. On failure toestablish communication the settingwill cycle between [12] and [06] at 41/4minute intervals until communication isestablished.

Port 1, Host Enabled

PRESS THE KEY.


The power to the actuator mustnow be cycled in order for theProflags 2 setting to take effect.


The IQT actuator has the facility to accept 4 auxiliaare used when supplementary remote control or din addition to the standard control and feedback fProfibus module. It is also possible to have a comband volt-free inputs to provide, for example, openhigh and low tank level alarm indication, supplied

The hexadecimal number displayed under PF can bmask. It is this mask that tells the Profibus moducontrol or input signal, and what form the input wclosed (refer to page 72 for Binary, Hexadecimal a

To decipher the mask the number needs to be splcharacters, each of which can be sub-divided into represent the function and the second 4 representinvert). Pictorially this can be represented as:

Left side hex character RighAux 4 to 1 (function) A

Bits 4 3 2 1

When used for remote control of the actuator bitshave been designated as follows:

Bit 4 (AUX4) ESD


Bit 2 (AUX2) Close

Bit 1 (AUX1) Open

(When used for digital signal inputs they are simply

PF Profibus RemoteAuxiliary Input

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Rules

1. Function bit set to 0Any function bit set to 0 indicates that the particular aux input is to be treated asa digital signal for field status reporting, e.g. a level switch or motor running status.

If the corresponding invert bit is set to a 0, an open contact is reported as a logic1 and a closed contact is reported as a logic "0" (i.e. this will invert the input).

If the corresponding invert bit is set to a 1, an open contact is reported as a logic0 and a closed contact is reported as a logic 1 (i.e. this gives a noninvertinginput).

2. Function bit set to 1Any function bit set to 1 indicates that the particular aux input is to be treated asa digital command to operate the actuator.

When the corresponding invert bit is set to a 0 this represents an N.C. contact asbeing the command source, i.e. a closing contact de-energises the input and anopening contact energises the input.

When the corresponding invert bit is set to a 1, this represents an N.O. contact asbeing the command source, i.e. a closing contact energises the input and an


3. ESD ControlWhen using ESD (aux input 4), the ESD contact mode setting [A2] should be set tothe default value of [nO]. The [A1]ESD direction setting should be set to eitheropen or close the valve (refer to page 30).

4. Stop/Maintain ControlWhen energised this will make the Aux input Open/Close control push to run Whende-energised, the Aux input Open/Close control will be maintained. ESD is alwayspush to run (non maintained).

5. Remote Source Setting [Od]Ensure that the correct [Od] setting is selected (re

For Profibus this is [OP].

The factory default for [PF] is [OF]

Examples1. The full range of remote controls is needed. Op

and Stop/maintain is NC.Aux I/P 4 3 2 1



2. Open and close control is required along with 2(Note that with this setting the open and close com

Aux I/P 4 3 2 1

Function 0 0 1 1 = 3


3. Only an ESD input is needed. The requirement i

NO contact input.

Aux I/P 4 3 2 1



PF Profibus RemoteAuxiliary Input

PP

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Auxiliary Input Mask OF

PRESS THE KEY.


If Profibus positioning control andaction on loss of communication arerequired, return to the position displayby pressing and y keys together.Display [OF] (refer to page 54).

Setting [PP] is not used byProfibus. Entered settings willbe ignored.

Option DeviceNet9.11 DeviceNet AddressPA DeviceNet BaudratePb

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Setting instructions for actuatorsincluding an optional DeviceNet DFUmodule check wiring diagram forinclusion.

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

Use the + or-

key to turn onDeviceNet set up screens.

DeviceNet Set-up Screens ON

PRESS THE KEY.


Press the key to display theDeviceNet set up displays.

The DeviceNet module must beallocated a unique address.

Using the + or - keys display therequired address.

Address to be set within the range 01to 3F Hexadecimal. See page 72 forconversion. If an address value outside

this range is entered, the address setwill revert to 01 (for 00) or 3F (for valueabove 3F).

PRESS THE KEY.



The DeviceNet module must be set tothe DeviceNet highway baudrate.

Using the + or - keys display therequired baudrate:

[01] 125 k baud

[03] 250 k baud

[06] 500 k baud

PRESS THE KEY.



PF DeviceNet RemoteAuxiliary Input

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The IQT actuator has the facility to accept 4 auxiliary inputs (AUX1AUX4). Theseare used when supplementary remote control or volt free digital auxiliary inputs arerequired in addition to the standard control and feedback features incorporatedinto the DeviceNet module. It is also possible to have a combination of both remotecontrol and volt free inputs to provide, for example, open and close control as wellas a high and low tank level alarm indication, supplied via an external transducer.

The hexadecimal number displayed under PF can be considered as a softwaremask. It is this mask that tells the DeviceNet module what type of input to expect,control or input signal, and what form the input will be, normally open or normallyclosed.

To decipher the mask the number needs to be split into two separate hexadecimalcharacters, each of which can be sub-divided into 4 binary bits. The first 4 bitsrepresent the function and the second 4 represent the input source (known asinvert). Pictorially this can be represented as:

Left side hex character Right side hex characterAux 4 to 1 (function) AUX 4 to 1 (Invert)

Bits 4 3 2 1 4 3 2 1

When used for remote control of the actuator bits 4 to 1 of the function characterhave been designated as follows:

Bit 4 (AUX4) ESD


Bit 2 (AUX2) Close

Bit 1 (AUX1) Open

(When used for digital signal inputs they are simply designated as AUX 4 to AUX 1.)

Rules

1. Function bit set to 0Any function bit set to 0 indicates that the partica digital signal for field status reporting, e.g. a levestatus.If the corresponding invert bit is set to a "0a logic 1 and a close contact is reported as a loginput).

If the corresponding invert bit is set to a 1, an o"0" and a close contact is reported as a logic 1 input).

2. Function bit set to 1Any function bit set to 1 indicates that the partica digital command to operate the actuator.

When the corresponding invert bit is set to a "0" tbeing the command source, i.e. a closing contact dopening contact energises the input.

When the corresponding invert bit is set to a 1, being the command source, i.e. a closing contact eopening contact de-energises the input.

3. ESD ControlWhen using ESD (aux input 4), the ESD contact mothe default value of [nO]. The [A1]ESD directionopen or close the valve (refer to page 30).

AAPF DeviceNet RemoteAuxiliary Input (continued)

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Auxiliary Input Mask OF

PRESS THE KEY.


Press the y key to display [PP].

This oDevice

PRESS

The diindica

4. Stop/Maintain ControlWhen 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 isalways push to run (non maintained).

5. Remote I/P SettingEnsure that the correct Od setting is selected (refer to page 38).

For DeviceNet this is [OP].


Examples1. The full range of remote controls is needed. Open and Close are NO and ESDand Stop/maintain is NC.

Aux I/P 4 3 2 1



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 1Function 0 0 1 1 = 3


3. Only an ESD input is needed. The requirement is for push to run control with aNO contact input.

Aux I/P 4 3 2 1



9.12 Bus System PositioningControl Settings

OF Display Bus SystemPositioning Set-up Screens

FL Bus System ValvePosition at 0% DV

FH

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If the system control strategy forPakscan, Modbus or Profibus requiresintermediate valve travel positioning,certain control parameters need to bechecked: the Limited Range PositionSettings, the Motion Inhibit Time andits Deadband. There are an additionaltwo Action on Loss of Signal

parameters relating only to Modbusand Profibus systems that also need tobe checked.

Limited Range Positioning is a selectableoption whereby positioning limits, 0%and 100%, can be at different positionsto those used for digital Closed andOpen limit commands. Limited rangepositioning can be set using the [FL]and [FH] screens.

It should be noted that the actuator willrespond to a digital Open or Close host

command by moving the valve to theset limits irrespective of settings madefor positioning control.

Settings for Deadband and MotionInhibit Time affect accuracy andresponse time.

Bus system positioning control set-upscreens can be suppressed to provideextra security.

Use the + or - key to turn on thepositioning set-up screens.

Bus System Positioning ControlScreens [On ]

PRESS THE KEY.


Press the key to display Bus SystemPositioning Control Settings.

Once [FI] is displayed, press the y keyto display [FL].

[FL] is the position to which theactuator will move if a 0% command issent and is the position at which theactuator will report 0% to the host.

The default setting is for 0% to be theClose limit.

If altered, it is possible that the position

indicated by the actuator display willdiffer to that indicated by the host.

Use the + or - key to select the desiredvalve position for a 0% command.

0% DV = Valve Closed

PRESS THE KEY.


Press the y key to display [FH].

[FH] isactuatis sentactuat

The dethe Op

If alter

indicatdiffer t

Use thvalve p

PRESS

The diindicat

Press t

Fd Bus System DeadbandAdjustment

Ft Bus SystemMotion Inhibit Time (MIT)

FA Modbus, Profibus &DeviceNetAction on Loss of Signal

FF

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All positioning commands are subject toa deadband tolerance.

The deadband sets the expectedpositioning accuracy of the actuatorand is dependent on various factorsincluding, actuator output speed,number of turns and valve torque. Ifthe deadband is set too low the valve

may hunt around the set point.

Use the + or - key to display therequired setting:

[00] to [99] 0% to 9.9% of valvestroke.

2.5% Deadband

PRESS THE KEY.


Press the y key to display [Ft].

MIT sets the minimum time betweensuccessive position commands beingactioned. It is used in situations toreduce the number of starts per hourand to smooth out fluctuations ifcontinuous positioning is implemented.

Setting the longest possible time whilemaintaining acceptable control will

maximise the life of the motorisedvalve.


[02] to [99] 2 to 99 seconds.

5 Second MIT

PRESS THE KEY.


Press the y key to display [FA].

Modbus, Profibus & DeviceNet modulescan be set to respond on loss of hostcommunication by positioning thevalve. Modbus checks for a loss ofgeneral highway communicationswhereas Profibus checks for a loss ofcommunications addressed specificallyto itself.

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


[On ] Failsafe determined by setting [FF][OF] No failsafe action

Failsafe Action Enabled

PRESS THE KEY.


Press the y key to display [FF].

Modbaction

Use threquire

[Lo] C

[SP] S

[HI] O

PRESS

The diindicat

f h f d h ll b f f [ ]

9.13 OptionInterrupter Timer

OJ Interrupter TimerEnabled/Disabled

9.13 Interrupter TimerDirection

9.1

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Setting instructions for actuatorincluding an interrupter timer.

The interrupter timer enables pulsedstop/start operation by the actuatoras a response to local and remotecontrol commands.

This effectively increases the valve

stroke time and can be adjusted toprevent hydraulic shock (waterhammer) and flow surges in pipelines.

The interrupter timer is an optionalextra check wiring diagram forinclusion.

When fitted, the timer will bemade available for operation.

The Interrupter cannot beenabled or disabled using theSetting Tool.

Interrupter Timer Interrupter TimerDisabled Enabled

When the timer option is available anadditional series of settings can beaccessed by pressing the key.

NOTE: If the timer option is not

available pressing the key will notaccess setting.

Press the key to display interruptertimer set-up screens.

The default for timer direction is [CL],timer operation will start in closingand stop in opening pulsingoperation around the close position.

If pulsing operation is required to stopin closing and start in opening aroundthe open position, use the + or - key.

The display will change to [OP].PRESS THE KEY.


Pulsed Operation Around the

Closed Position

NOTE: Instructions [JC] and [JO] are fortimer operation around the Closedposition. For timing around the Openposition, read stop for start [JC] andstart for stop [JO].

Press the y key to display [JC].

Using for theVALVE

[ ] [ ][01] to[ ]

TimClos

PRESS

The diindicat

If the tclosingclosed

Press t

U i h k l h i i U i h k l h U i h k l h Th i

JO Position in Valve OpeningStroke for Timer to Stop

Contactor On TimeJn Contactor Off TimeJF JE

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Using the + or - key select the positionfor the TIMER TO STOP WHEN THEVALVE IS OPENING.

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

Timer Set to Stop Pulsingwhen Opening ValveReaches 25% Open

PRESS THE KEY.


If timing is not required in the openingstroke select [JO] to [ ] [ ].

Press the y key to display [Jn].

Using the + or - key select the actuatorrun period in the range 199 seconds.

Actuator Run PeriodSet for 5 Seconds

PRESS THE KEY.


Press the y key to display [JF].

Using the + or - key select the actuatorstop period in the range 199 seconds.

Actuator OFF PeriodSet for 25 Seconds

PRESS THE KEY.


Press the y key to display [JE] (referto note on Page 58).

The inwhen commwill ruaction

Refer tESD se

The detimer icontinaction

If ESD + or

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