Configuration Page Controls
Configuration Page - Settings
Get Settings
Loads the Current IQ settings into the page for viewing, editing and saving to file. The Current settings are those used by the actuator in operation.
Back to IndexGet Defaults
Loads the actuators Default settings into the page for viewing, editing* and saving to file. The Default settings are those configured by Rotork to suit customer specified settings. If no settings are specified the Defaults are set to a Rotork standard. Refer to publication E171E2.
Users cannot edit default settings, however loaded Default settings may be edited and sent back to become the Current settings.
Back to IndexSend Settings
Sends the settings, as shown on the page, back to the IQ. Once sent, these settings will become the Current settings and will be used by the IQ in operation. Limit positions, Current Position and Number of turns are not updated. Position settings must be set independently. Refer to Set Limits Tab.
Back to IndexSave
Save IQ settings, as viewed on the page, to file for future reference.
Back to IndexLoad
Previously saved IQ Configuration files, may be loaded into the page for viewing, editing and updating IQ Current settings.
Back to IndexPrint Screen
Prints the Configuration Page to the default Windows printer.
Back to IndexService Notes
Opens the Service Notes – IQ information page. This page allows Manufacturing Data and Hardware Information to be viewed using the Get Data controls. Users may not edit this data. User Notes are available for Users to enter valve-actuator tag numbers and service data. Use Send Data control to store information within the IQ for future reference.
Print Screen control prints the page to the Windows Default printer, Copy control copies data into the clipboard. Exit closes the page, returning the user to the Configuration page.
Back to Index
Note. Edited settings are not updated in the IQ until the Send Settings control is used. Refer to Send Settings
Open Stop Setting
On Torque; On Limit. The actuator can be configured to open on torque for back seating valves or limit for non-back seating valves by selecting the appropriate radio button. Refer to valve manufacturer for recommended setting. In the absence of valvemaker instructions, set “On Limit”.
NOTE: When set to open on torque, the actuator will apply the value of torque as set for Torque Open in back seating the valve against its mechanical stop.
Torque Open. The value of torque available in the open direction can be configured. Refer to valve manufacturer for recommended value. The opening torque value can be varied between 40% and 100% (rated torque), in 1% increments. Use the slider control to select the required valve. In the absence of a recommended torque value, try a low setting and increase until satisfactory valve operation is achieved. Should the set value of torque be developed in opening, the actuator will torque trip and stop.
Boost In addition “Boost” can be configured when no open torque protection is required. If Boost is required, check the box. Boost should not be selected when the actuator has been configured to open on torque unless back seating at Rated torque is acceptable.
NOTE: Rated torque is quoted on the actuator nameplate. Boost torque is at least 140% of Rated torque.
Back to IndexClose Stop Setting
On Torque, On Limit. The actuator can be configured to close on torque for seating valves and limit for non-seating valves. Refer to valve manufacturer for recommended selection. In the absence of valvemaker instruction refer to the following:
· Wedge gate and Globe valve types set “On Torque”
· Butterfly, Through-conduit, Ball, Plug, Sluice Gate, Penstock, Parallel slide valve types set “On Limit”.
NOTE: When set to close on torque, the actuator will apply the value of torque as set for Torque Close in seating the valve against its mechanical stop.
Torque Closed
The value of torque available in the close direction can be configured. Refer to valve manufacturer for recommended value. The closing torque value can be varied between 40% and 100% (rated torque), in 1% increments. Use the slider control to select the required value. In the absence of a recommended torque value, try a low setting and increase until satisfactory valve operation is achieved. Should the set value of torque be developed in closing, the actuator will torque trip and stop.
NOTE: Rated torque is quoted on the actuator nameplate.
Back to IndexActuator Close Setup
Close Colour. Selects the IQ display indicator lamp colour for the close limit position. Click the control button to toggle between green and red.
Direction to Close. Manually operate actuator and valve to establish closing direction. Clockwise indicator in the setting field sets clockwise rotation to close the valve. Anti-clockwise indicator the setting field sets anti –clockwise (counter clockwise) rotation to close the valve.
Warning. The direction to close must be set correctly before the limits are set or the limits must be reset after changing the direction to close. Refer to Limits
Back to IndexProtection Settings
Enable Interlocks. Actuators are delivered with the interlock facility disabled. To enable the use of remote external interlocks (permissives), check the box.
NOTE: If interlocking is required in only one direction, it will be necessary to connect a link between the actuator terminals associated with the other direction. Refer to the actuator wiring diagram or publication E120E for interlock control circuits.
Conditional Control. Where a high level of safety integrity is required, Conditional Control can be set. In this mode two discreet signals are required for remote operation. Remote control will be conditional on both a control signal (open or close) and the appropriate interlock signal being applied simultaneously. Failure of either or a spurious signal will not cause operation. Interlocks Enabled must be checked as well as Conditional Control for this control mode to take effect. In this mode, interlock signals are not required for local operation.
Power Loss Inhibit. The default setting for this option is enabled On - checked. This ensures that the actuator cannot be operated electrically after a combined power failure and low IQ battery condition. On power up the IQ will inhibit operation, providing local and remote alarms. This feature prevents operation as the actuator position may not be syncronised with the valve position as a result of manual handwheel operation during the combined power failure. Resetting either of the position limits will remove the inhibit. Refer to Limits Tab
Unchecking the box will disable this feature. If the feature is disabled it is important that the actuator is not manually operated during a power failure if the battery is low. Locking the actuator hand/auto lever in the auto position can prevent manual operation. The IQ indicates battery status via a display icon (no icon – Battery OK). Using insight, the battery status can be checked using Test and battery alarms including Power loss inhibit can be investigated using Diagnostic. Battery life is estimated at 5 years. Refer to publication E170E for battery maintenance.
Interrupter Timer On. The interrupter timer enables automatic pulsed “stop/start” operation of the actuator as a response to local and remote control commands. This effectively increases the valve stroke time and can be adjusted to prevent hydraulic shock (water hammer) and flow surges in pipelines. If the Interrupter Timer is required, check the box. The Interrupter Timer can be set up using the Interrupter Timer Tab. Refer to Interrupter Timer Tab.
1 sec. Control. When checked this sets the actuator to respond to local open and close or remote control signals that are applied for a minimum of 1 second only. Control signals of duration less than one second will not cause operation.
Back to IndexESD Action (Emergency Shut Down)
Close, Open and Stayput. When a remote ESD signal is applied to the IQ it will respond by closing, opening or staying put. Select the required radio button for the ESD action required.
N/C ESD Contact, N/O ESD Contact. The IQ must be set for the form of the remote ESD contact used.
Select N/C ESD Contact for remote contacts that “breaks” contact to initiate an ESD signal, i.e. ESD signal removed from the IQ.
Select N/O ESD Contact for remote contacts that “makes” contact to initiate an ESD signal, i.e. ESD signal applied to the IQ.
Note If ESD is not being used, contact must be set to N/O ESD Contact otherwise a permanent ESD condition will be applied to the actuator.
Note If the actuator includes options Folomatic, Pakscan, Modbus, Foundation Fieldbus or Profibus, ESD contact must be set to N/O ESD Contact.
T’stat Bypass. The default value for motor thermostat by-pass during ESD is disabled Off – unchecked. The thermostats remain active during ESD. If the motor thermostats are required to be by-passed during ESD, (thermostats inactive), check the box. Hardware changes are required within the actuator to enable this setting
Warning. Selecting this option requires hardwired changes to be made to the actuator and will invalidate hazardous area certification. Contact Rotork for more information.
Override Stop. The default setting for ESD Override local Stop is Off - unchecked. ESD will not override an active local Stop applied to the IQ. If an applied ESD signal is required to override Local Stop causing the ESD action, check the box.
Warning. Notice must be given to site personnel that under ESD conditions the actuator may operate regardless of Local Stop being selected. Any maintenance work carried out to actuator, valve or equipment and processes upstream or downstream that may be influenced by the valve operating must not be carried out until the actuator is electrically isolated.
Override Interlock. The default setting for ESD Override Interlocks is Off – un-checked. ESD action will not override an active interlock applied to the actuator. If an ESD signal is required to override active interlocks causing the ESD, check the box.
Override Int. Timer. The default for ESD override interrupter timer is Off – unchecked. The interrupter timer will continue “stop/start” action during ESD action The interrupter timer may be overridden when the actuator is under ESD signal command causing the actuator to run at normal speed during an ESD operation. If ESD must override the timer, check the box.
Note If the Interrupter timer is not being used, the setting of ESD override Int. Timer has no effect. Refer to Protection settings – Interrupter Timer On.
Back to IndexRemote Control Source
The setting for Remote Control Source will depend on the type of remote control required and the option specified and fitted. Check actuator circuit diagram for remote control option. The setting of Remote Control Source will be configured by Rotork to suit the option included in the build of the IQ. Setting No Remote control will disable all forms of remote control.
Back to IndexTwo Wire Control
For Two Wire Control hardwired control forms, the priority must be set for the required priority. Refer to IQ wiring diagram and publication E120E.
Back to IndexUsers cannot edit Power Options. Power options will be set by Rotork to suit the power supply build of the IQ.
Back to IndexThe default setting for Local control is Run Self Maintained. The actuator will self maintain from a momentary local control (open or close ) signal. If Push-to-Run local control is required (actuator runs only when control knob is held in open or close position), check the box.
Back to IndexThe default setting for Setting Tool Local Control is [OF]. To enable Setting Tool Control select the On (V/R – local only) radio button
With the red control selector in Local, the Setting Tool control keys are active.
(V/R) For Vandal resistant actuators ONLY, red/black selectors not supplied, the selection is as follows:
Off Local/Remote Control disabled
On (V/R local only) Setting Tool Local control only.
N/A (V/R remote only) Remote control only.
Back to IndexLimits. Use the Set Limit Open and Set Limit Closed buttons to set the limit positions. Closely follow the on screen instructions.
It is important that once the valve limit position is reached the actuator is back-wound up to 1 turn away from the limit position before setting that limit. This will allow for overrun when operating electrically and ensure that correct limit indication is achieved. Setting of limits is carried out independently of all other settings. Limits must be a minimum of 2.5 turns apart, a closed limit cannot be set “over” and existing open limit and vica-verca. Refer to Defaults D2.
Current Position. Use the Get button to display the current position. The position displayed is expressed in output turns. A negative number indicates overrun past the closed position when closing and is usually found on torque seating valves.
Warning Changing the current position using the Set control will change the actuator position in relation to the valve and may cause damage if electrically operated. Always ensure the true position is re-entered or the limits reset before electrical operation takes place. Refer to Limits.
Setting of Current Position is carried out independently of all other settings.
Turns. Use the Get button to display the actuator output turns set between close and open limit positions. Changing the turns using the Set button will result in moving the open limit position.
Warning. Changing the number of turns will result in moving the open limit position set for the actuator. Turns should only be varied within the maximum range of turns of the valve.
Setting of Turns is carried out independently of all other settings.
Defaults D1. Use to reinstate default settings, without editing, into Current and therefore restore original Rotork factory or Service set-up. Refer to Get Defaults.
Defaults D2. Use to set factory limit positions and current position. Limits will be 25 turns apart, with the current position being 12.5 turns (50%). Defaults D2 can be used if difficulty in setting limits is experienced, use D2 and then reset limits to suit the valve. Refer to Limits
Set Defaults D4. Not available to Users.
Back to IndexThe interrupter timer enables automatic pulsed “stop/start” operation by the actuator as a response to local and remote control commands. This effectively increases the valve stroke time and can be adjusted to prevent hydraulic shock (water hammer) and flow surges in pipelines.
The Interrupter Timer Tab presents the timer settings for configuration to suit the required operating conditions.
Note. The timer will only be active if the Interrupter timer box is checked. Refer to Protection Settings, Interrupter Timer On. Timer settings will be loaded into the IQ with the Send Settings command button. Refer to Configuration Page Control, Send Settings
Start Stop Position. If slow speed is required when moving toward closed and away from closed, select Start Close/Stop Open. The positions at which slow speed operation will start and stop can be set using the slider controls.
Note. If slow speed is required in one direction only, e.g. closing but not opening, set the Stop Opening slider control to 0%. The Timer will not be active when opening.
If slow speed is required when moving toward open and away from open, select Start Open /Stop Close. The positions at which slow speed operation will start and stop can be set using the slider controls.
On/Off Time. Slider controls allow the period of on times (IQ running) and off times (IQ stopped) to be set. The Prescaler control allows the ranges to be extended when long off times are required for very slow operation. All times are in seconds. The effective speed allows monitoring of the effects of changing on/off ratios, presenting the effective speed as a percentage of normal operating speed. Refer to IQ nameplate for RPM.
Warning It is recommended that on times should not be set less that 2 seconds and number of on /off pulses should be minimised while achieving required control. This will increase the life of the IQ by reducing mechanical wear. It is better to have longer on times coupled with extended off times and therefore fewer start/stops, than short on and off times with increased number of start/stops.
Valve Stroke Diagram. As adjustments are made to the Timer settings, their effects can be monitored using the diagram.
Back to IndexContacts S1 to S4 are standard IQ contacts available for remote position, monitoring and alarm indication. Contacts are rated at 5A, 120V AC, 30V DC.
Form. For each contact, select the required form, normally open (N/O) or normally closed (N/C).
Trip On. For each contact choose the contact function required from the list in the drop down box. The contact will trip when the condition of the set function changes. A contact set N/O “makes”, a contact set N/C “breaks”.
If the Intermediate position function is selected, a slider control will automatically be presented, allowing the intermediate trip position to be set.
Note. A normally open contact will “make” at the trip position when closing and “break at the trip position when opening.
Back to IndexContacts S5 to S8 are optional IQ contacts available for remote position, monitoring and alarm indication. Contacts are rated at 5A, 120V AC, 30V DC. Check wiring diagram for their inclusion
Form. For each contact, select the required form, normally open (N/O) or normally closed (N/C).
Trip On. For each contact choose the contact function required from the list in the drop down box. The contact will trip when the condition of the set function changes. A contact set N/O “makes”, a contact set N/C “breaks”.
If the Intermediate position function is selected, a slider control will automatically be presented, allowing the intermediate trip position to be set.
Note. A normally open contact will “make” at the trip position when closing and “break at the trip position when opening.
Back to Index
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