rotork IQ Range Full Configuration, Status And Monitoring User Manual

rotork IQ Range Full Configuration, Status And Monitoring User Manual

Electric valve actuators

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IQ Range
IQ and IQT full configuration,
status and monitoring user manual
IQ Multi-Turn and IQT Part-Turn
Electric Valve Actuators
Keeping the World Flowing

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Questions and answers

Jannes Smit
January 31, 2025

For IQ35, in case torque to close happens, and is output on terminals 10,11 how long will the contact stay present: only until motor stops or only until movement is reversed (opening a little)

Summary of Contents for rotork IQ Range

  • Page 1 IQ Range IQ and IQT full configuration, status and monitoring user manual IQ Multi-Turn and IQT Part-Turn Electric Valve Actuators Keeping the World Flowing...
  • Page 3: Table Of Contents

    2.4 Settings – ESD ______________________ 32 2.5 Settings – Security ___________________ 34 This manual should be read in conjunction with PUB002-039 IQ Range Instructions for Safe Use, 2.6 Settings – Defaults ___________________ 35 Installation, Basic Setup and Maintenance and 3. Status ______________________________ 36...
  • Page 4: Using The Rotork Setting Tool

    Using the Rotork Setting Tool ACTUATOR SETTING TOOL The Setting Tool is used to connect to the actuator, navigate Pages, Functions and Index through menus, change settings and view information presented The display indicates the number of each function as it is on the actuator display.
  • Page 5 Using the Rotork Setting Tool continued ACTUATOR SETTING TOOL Slider controls Contacts Monitor Relay Slider controls graphically indicate the set value followed by the Mode Available exact numerical value, for example: Disabled Closed Limit Position Function Closed Limit Open Limit...
  • Page 6: Connecting To The Actuator

    This means that the user must The Rotork Infrared Setting Tool Pro is identified by solid yellow be in close proximity and in direct line of sight of the actuator. keys and a yellow band between casings: Point the Setting Tool at the infrared sensor located at the lower right of actuator display window within a range of 0.25 m (10 in)
  • Page 7: Password Security

    . Press With the actuator selected to Local or Stop and when any setting function is selected, the Password screen will be displayed: The factory set default password ROTORK is displayed and the OK button is highlighted. Press . The setting page from which the function was selected will be displayed with the function highlighted.
  • Page 8: Settings

    2. Settings Settings – Limits Settings Settings Limits Limits Indication Indication Control Control Security Security Defaults Defaults 2. Settings Menu Page Limits Close Settings Direction Clock Anti Indication Action Limit Torque 2.2.1 Contacts Torque Set Limit 2.2.2 Local Display Open Settings 2.2.3 Analogue Action...
  • Page 9 Torque – The actuator will move the valve to the set Open Limit value equating to the specified torque will have been set position and then apply the set torque (6/15) to back-seat the by Rotork. valve. If the actuator was delivered complete with valve, the To change, .
  • Page 10 Settings – Limits continued Torque Limit Bypass 7/15 Set Open Limit The default setting for opening and closing torque limit bypass is Limits must only be set when the actuator is coupled to the Off (torque protection active at all times). Bypassing the torque valve.
  • Page 11: Settings - Indication

    Settings – Indication Settings 1/37 Monitor Relay – Mode Limits The monitor relay provides remote indication of actuator status. Indication It provides a volt free change over contact, refer to actuator Control circuit diagram. There are 2 modes that can be set: Security Available (default) –...
  • Page 12: Control

    2.2.1 Indication – Contacts 2.2.2 Indication – Local Display continued 4/37 Position Function Indication: Torque Trip Torque trip closing or opening - any position If the relay function relates to an actuator position, for example Torque Trip Mid Torque trip mid-travel, closing or opening Pos % Open, this setting will become available to edit.
  • Page 13 Other available languages may be downloaded from the Rotork website, loaded into the Setting Tool using Insight2 Red – The red lights illuminate at the Closed Limit position, and uploaded into the actuator. Visit www.rotork.com green at open.
  • Page 14: Settings - Control

    2.2.3 Indication – Analogue Settings – Control Settings Settings Limits Limits Indication Indication Control Control Security Security Defaults Defaults Instruction is provided on: 2.3.1 Local control Indication Settings for vandal resistant build, Setting Tool control, Contacts maintained local control, delay control and action on Local Display loss of actuator user interface.
  • Page 15 2.3.1 Control – Local Yes – Setting Tool control keys active, control is possible only Settings when the red selector is set to Local, refer to 1.1 – using the Limits Setting Tool. Infrared local control has a range of approximately Indication 0.25 m (10") and must be in direct line of site.
  • Page 16 2.3.2 Control – Remote The Remote Control menu is shown left listing all possible Settings entries. Some menu items shown are optional remote control Limits forms requiring additional hardware to be fitted in the actuator Indication (see table below). The menu list displayed on the actuator will Control show only the option(s) fitted.
  • Page 17 2.3.2-1 Control – Remote – Hardwired Conditional – Close and open interlock inputs are enabled, Remote Control interlocking is available and will be active in remote control Hardwired only. The actuator will not run under remote control unless Control Source interlock signals are applied to the closed control and closed Partial Stroke interlock input or the open control and open interlock input.
  • Page 18 Option Control actuator but will continue to report actuator status. Ctrl Source 1 Analogue The control source will be set by Rotork to the defaults Ctrl Source 2 Disabled required for the option(s) fitted. Refer to Table: Control Ctrl Selection Source 1 Source Settings.
  • Page 19 Control Source 1 8/20 to 19/20 Lost Signal Control Source 1 will be set by Rotork for the fitted remote Sets the actuator response for when the analogue signal Analogue or Network control option(s). Refer to Table: Control or Network communications of the control source Source Settings.
  • Page 20: Position

    2.3.2-3 Control – Remote – Partial Stroke Remote Control From Limit Hardwired Control Source Selects the start/finish limit position for the partial stroke test. Partial Stroke Open (default) – The partial stroke test will start from the Open Positioning Limit position, move close to the position set for 3/6 To Position Auxiliary Mask and then return to the Open Limit position.
  • Page 21 2.3.2-4 Control – Remote – Positioning Remote Control Deadband Hardwired Control Source Range 0% - 25.5%. Default setting: 5%. Partial Stroke Affects positioning accuracy as a response to the process Positioning control system desired value (DV) signal position. A smaller Auxiliary Mask deadband increases accuracy, however the widest deadband Analogue...
  • Page 22 2.3.2-4 Control – Remote – Positioning continued Low Signal Pos High Signal Pos Range 0% to 100% open positions. Range 0% to 100% open positions. Used to set the position the actuator will move to when the Used to set the position the actuator will move to when the High low analogue signal is applied for Analogue control or for a 0% analogue signal is applied for Analogue control or for a 100% position command for Network options.
  • Page 23 2.3.2-5 Control – Remote – Auxiliary Mask Auxiliary Input Setup Remote Control Hardwired Input Auxiliary 1 Auxiliary 2 Auxiliary 3 Auxiliary 4 Control Source Partial Stroke Stop/ Control Open Close Maintain Positioning Auxiliary Mask Indication Analogue Contact Type Contact 1 Contact 2 Contact 3 Contact 4...
  • Page 24 2.3.2-6 Control – Remote – Analogue Option Remote Control Manual-Auto Hardwired Control Source With the Analogue control option it is possible to have Manual/ Partial Stroke Auto control by a user supplied remote switch selection: Positioning Analogue and Auxiliary Mask Analogue Option Network Options Analogue...
  • Page 25 2.3.2-7 Control – Remote – Pakscan Remote Control Address Analogue Pakscan The Pakscan Field Control Unit option must be allocated a unique Profibus loop node address. Changes made to the address will take effect HART immediately. The range of address is 1 – 240. Modbus To change, .
  • Page 26 2.3.2-7 Control – Remote – Pakscan continued Torque Update Time (m) Range 5 to 255 minutes. Setting below 5 will indicate Disabled. Torque update time (minutes) value is refreshed from a stationary actuator. If torque data is not required then its update time should be disabled.
  • Page 27 2.3.2-8 Control – Remote – Profibus Remote Control 3/6 - 4/6 Termination 1 - Termination 2 Analogue Pakscan Profibus networks require active termination at each end of the Profibus highway. Profibus option has active termination (2 sets for dual) HART built in, which can be switched in or out of the circuit.
  • Page 28 2.3.2-9 Control – Remote – HART Remote Control Lower range Analogue Pakscan Range 0% to 100% open positions. Profibus Used to set the position the actuator will move to when the HART low analogue signal is applied for HART control. Normally this Modbus will be set at Closed Limit position (0%), unless positioning is Extra I/O...
  • Page 29 2.3.2-10 Control – Remote – Modbus Remote Control Baud Rate Analogue Pakscan The Modbus option must be set to the RS485 highway Profibus baud rate. Changes made to this parameter will take effect HART immediately. The baud rates selectable using the drop down box Modbus are 110, 300, 600, 1200, 2400, 4800, 9600, 19200, 38400, Extra I/O...
  • Page 30 2.3.2-11 Control – Remote – Extra I/O Remote Control Fast Remotes Hardwired Control Source Fast remotes are for modulating applications (24 VDC signals only) Partial Stroke Disabled Positioning Auxiliary Mask Enabled Analogue Pakscan Functions Profibus HART Below is a list of functions available for each I/O: Modbus Extra I/O Disabled...
  • Page 31 The Interrupter Timer is an optional extra. When enabled, Start – Close it will be included in the control menu. Closing – 25% To enable the Interrupter Timer contact Rotork. Opening – 0%. Introduction On Time (s) The Interrupter Timer allows the valve operating time to be increased.
  • Page 32: Settings - Esd

    Settings – ESD ESD Action Settings Limits Direction Indication Control Close – Under ESD control the actuator will close. It will not respond to local or remote open or closed signals. Security Stayput (default) – Under ESD control the actuator will Stop if Defaults running or Stayput in its current position.
  • Page 33 – thermostats. Setting 7/7 alone to Yes will not bypass the always isolate the electrical supply to the actuator during thermostats. Contact Rotork. valve or actuator maintenance. ESD action can be set to override tripped thermostats To change, .
  • Page 34: Settings - Security

    The Re-enter password control is used when high level access is Refer to 1.2. required by Rotork Service or by a user requiring high level access in order to make other settings available. Contact Rotork for user Note. If requested, the user required Bluetooth security high level password.
  • Page 35: Settings - Defaults

    Defaults configuration to its site commissioned setup. Refer to 1/3 Restore. If Rotork are contracted to commission the actuator, on completion and agreement, current settings will be copied to defaults. After entering the High level password,...
  • Page 36: Status

    3. Status Status – Control Status screens on the IQ3 display are provided to assist Status diagnostics. The displayed information is live data taken from the Control main data log processor and can be used to view control signals, Alarms alarms, movement and internal diagnostic data.
  • Page 37 3.1.1 Control – Local Control Local Local Displays the current Local signal status. When active, this indicates Remote Hardwired the local controls have been set to local and a local control signal Remote Source 1 is being received. Remote Source 2 When the local controls have been set to local the open/close control will operate the actuator, which will run to its limits unless interrupted by selecting Local Stop.
  • Page 38 3.1.2 Control – Remote Hardwired Control Maintained Local Displays the current Remote Hardwired Maintained signal status. Remote Hardwired When active, this indicates that a maintained signal is being Remote Source 1 received from the remote hardwired control. Remote Source 2 If a signal is present the actuator will self-maintain as a response to a fleeting open or close control signal and will run until the maintain line is broken, it reaches a limit or is reversed.
  • Page 39 3.1.3 Control – Remote Source 1 3.1.4 Control – Remote Source 2 Control Control Local Local Remote Hardwired Remote Hardwired Remote Source 1 Remote Source 1 Remote Source 2 Remote Source 2 Remote Source 1 Remote Source 2 Open Open Close Close Stopped...
  • Page 40: Status - Alarms

    Status – Alarms Status Inter Timer Inhb. Control Displays the Interrupter Timer Inhibit alarm status. When active, Alarms this alarm indicates that the Interrupter Timer is actively inhibiting Movement actuator movement. Indication The Interrupter Timer is used to increase the valve operating time, Diagnostics the timer stops and starts the actuator automatically.
  • Page 41: Status - Movement

    Status – Movement Status PStroke Active Control Displays the Partial Stroke status. When active, this status Alarms indicates that the actuator is carrying out partial stroke Movement movements. Indication Diagnostics Partial Stroking is used to demonstrate the operational integrity of the valve and actuator by moving over a set portion of valve stroke.
  • Page 42: Status - Indication

    Status – Indication Status 5/13 Control Displays the S4 relay status. When active, this indicates that relay Alarms S4 is energised. Movement Indication Diagnostics 6/13 Displays the S5 relay status. When active, this indicates that relay S5 is energised. 7/13 Displays the S6 relay status.
  • Page 43: Status - Diagnostics

    Mains Fail indicates that the EEPROM is missing. The EEEPROM stores all the Phase Loss actuators settings and calibration. If the EEEPROM is physically Position Sensor missing, please contact Rotork for further advice. Hardware Option Torque Sensor Network Alarm Config Error...
  • Page 44: Data Log

    Data Log menu structure Page and environmental information, are provided as standard on the Torque Logs IQ. Due to the nature of the graphical display, information can be displayed locally at the actuator using the supplied Rotork 4.1.1 Valve Torque Live Bluetooth ®...
  • Page 45: Data Log - Torque Logs

    Data Log – Torque Logs 4.1.1 Valve Torque Live – Graph Open Limit Torque Live Valve Torque Profile Close Pos: 36 %T: 12 Valve Torque Live Valve Torque Profile Valve Torque Reference Position Pos = Position, T = Torque Torque Menu Valve Torque Live Press to view the selected Valve Torque graph.
  • Page 46: Valve Torque Profile

    4.1.2 Torque Logs – Valve Torque Profile 4.1.3 Torque Logs – Valve Torque Reference Torque Profile Reference Pos: 36 %T: 8 Pos: 36 %T: 100 Close Ave. Close Ref Position Position Pos = Position, T = Torque Pos = Position, T = Torque Valve Torque Profile Valve Torque Reference The graph displays two torque profiles detailing the average...
  • Page 47: Data Log - Event Logs

    Data Log – Event Logs 4.2.1 Event Logs – Control Event Log Stopped Stopped Control Event Log Event Logs Event Log Filter Control Event Log Control Event Log Error Event Log Event Logs Press to view the selected Event Log. IQ3 Full Configuration Manual –...
  • Page 48: Event Log Filter

    4.2.1-1 Event Logs – Control Event Log – Event Log Filter List of Control parameters Stopped Clear All 1/59 Clear All - Clears all selected options. Select All 2/59 Select All - Selects all options. User Interface Local Open Local Close User Interface Stop Local...
  • Page 49 4.2.1-1 Event Logs – Control Event Log – Event Log Filter continued Alarms Contacts (Checkbox indicates contact made) 22/59 Thermostat - Shows/hides thermostat alarm events. 43/59 S1 - Shows/hides contact S1 status. 23/59 Torque Trip OP - Shows/hides torque trip in the open 44/59 S2 - Shows/hides contact S2 status.
  • Page 50: Control Event Log

    4.2.1-2 Event Logs – Control Event Log Stopped Control Event Log Event Log Filter Control Event Log Stopped Time: 10:28:13 20/05/2013 Event:2999 Pos: 100 Dem:0 Tmp27 Local Open Local Close Local Stop Local Remote HW Ctrl Close HW Ctrl Open HW Ctrl Maint HW Ctrl ESD Open Interlock...
  • Page 51: Data Log - Trend Logs

    4.2.2 Event Logs – Error Event Log Data Log – Trend Logs Stopped Stopped Time: 20:21:20 22/05/2013 Event:150 Trend Logs Battery Mains Fail Temperature Cust. Sup. Fail Phase Loss Battery TrqTrip Mid OP TrqTrip Mid CL Vibration Average Vibration Peak Trq Hi Alarm Trq HiHi Alarm Motor Stall...
  • Page 52: Temperature

    4.3.1 Trend Logs – Temperature 4.3.2 Trend Logs – Battery Open Limit Open Limit Trend Logs Trend Logs Temperature Temperature Battery Battery Vibration Average Vibration Average Vibration Peak Vibration Peak Temperature Battery Temperature Hr:0 Deg C:27 Battery Hr:14 mV:8850 15000 Hours Hours Actuator Temperature...
  • Page 53: Vibration Average

    4.3.3 Trend Logs – Vibration Average 4.3.4 Trend Logs – Vibration Peak Open Limit Open Limit Trend Logs Trend Logs Temperature Temperature Battery Battery Vibration Average Vibration Average Vibration Peak Vibration Peak Vibration Average Vibration Peak X Axis Hr:0 mG:0 Peak X Hr:0 mG:400...
  • Page 54: Data Log - Operation Logs

    Data Log – Operation Logs 4.4.1 Operation Logs – Starts Profile Open Limit Stopped Operation Logs Operation Logs Starts Profile Starts Profile Statistics Statistics Service Log Service Log Bluetooth Log Bluetooth Log Operation Logs Starts Profile Press to view the selected Operation Logs. Pos: 36 %T: 4 Open Position...
  • Page 55: Statistics

    4.4.2 Operation Logs – Statistics Open Limit Power Operation Logs 10/24 Motor Run Time - Displays the total motor running time. Starts Profile Statistics 11/24 On Battery - Displays the total time the actuator has Service Log been on battery power. Bluetooth Log 12/24 Max On Time - Displays the maximum time the actuator has been powered on.
  • Page 56: Service Log

    4.4.3 Operation Logs – Service Log Open Limit Close Torque Operation Logs 10/28 Max Value % - Displays the maximum applied close Starts Profile torque as a percentage of rated torque. Statistics Service Log 11/28 Date - Displays the time and date that the maximum Bluetooth Log applied close torque percentage was recorded.
  • Page 57: Bluetooth Log

    4.4.4 Operation Logs – Bluetooth Log Open Limit Operation Logs Starts Profile Statistics Service Log Bluetooth Log Stopped Time Name 15:36:24 09/05/2013 100E86D24.10 15:46:33 09/05/2013 100E86D24.10 15:49:15 09/05/2013 100E86D24.10 07:56:33 10/05/2013 100E86D24.10 08:06:27 10/05/2013 100E86D24.10 08:26:26 10/05/2013 100E86D24.10 Bluetooth Log This screen displays a log of all Bluetooth device connections.
  • Page 58: Data Log - Partial Stroke Logs

    Data Log – Partial Stroke Logs 4.5.1 Partial Stroke Logs – Partial Stroke Results Open Limit Open Limit Partial Stroke Partial Stroke Partial Stroke Results Partial Stroke Results Partial Stroke Torque Partial Stroke Torque Partial Stroke Logs Stopped Press to view the selected Partial Stroke Log. Time Result 09:10:56...
  • Page 59: Data Log - Set Log Date

    This time and date is only used for local indication and does not affect the stored data when downloaded to a PC device when viewing within Rotork Insight2 software. To select the date and time fields use arrows.
  • Page 60: Assets

    5.0 Assets menu structure Page the user or their agent. Rotork will populate actuator build data automatically on manufacture. Other applicable data will 5.1 Actuator – be populated when contracted to commission or service the data regarding the actuator and its build actuator.
  • Page 61: Assets - Actuator

    A, Z3*, B1, B3, B4 (B only for IQT). *Z3 coupling is an extended length version of an "A" coupling but with the same stem acceptance dimension. It is a Rotork standard and is not referenced in standard ISO5210.
  • Page 62 For actuators built with DC power supplies, the voltage can be confirmed as DC if IQD is shown in 3/11. For any power supply queries please contact Rotork quoting the actuator serial number. As standard, actuators are specified to operate at their stated catalogue torque performance with a tolerance of nominal voltage +/- 10%.
  • Page 63 5.1.2 Actuator – Actuator Std Build 5.1.3 Actuator – Actuator Opt Build Open Limit Close Limit User Interface Option1 Serial No SERIAL USER INTERFACE Type Analogue Software Version v104 (3708) Serial No 1227BX0160002901=10 BT Mac 00:07:80:5a:80:43 Software Version v105 ( 843) FCC ID: QOQWT12 Option2...
  • Page 64: Assets - Valve

    Assets – Valve Assets – 2nd Stage Gear Box Stopped Stopped Valve 2nd Stage Gear Box DN150-C Serial No Z123456789 Serial No BV278904 Type IB12 Type Butterfly Ratio Size / DN 4" Manufacturer Triumph Service Fluid ProcessOil Service Temp 130C 1/10 Valve Information Gearbox Information...
  • Page 65: Assets - Service History

    Assets – Service History Assets – Service Alarms Stopped Stopped Open Torque Service History FAT Date 20130225 Hi Alarm % HiHi Alarm % Commission Date 20130319 Inspection Date 20130621 Close Torque Hi Alarm % HiHi Alarm % Misc Trip Levels Max Starts/Hr 1200 1/10...
  • Page 66: Assets - Namur 107

    Assets – Service Alarms Assets – NAMUR 107 continued Close Limit Open Torque OOS FNC NAMUR Level 1/10 Hi Alarm % - Allows the user to set a value for an open Battery Low torque alarm. E.g. 70%. Local Ctrl Fault Mains Fail 2/10 HiHi Alarm % - Allows the user to set a value for a second Thermostat...
  • Page 67: Assets - Online Help

    Refer to 5.5. This screen displays a QR code to direct users to the support section of the Rotork website. This page enables the user to 7/24 Hi Hi Torq. Alarm – Allows the user to set NAMUR 107 source documentation, software and training resources for diagnostics for the Hi Hi torque alarm.
  • Page 68 PUB002-040-00 The Bluetooth ® word mark and logos are registered trademarks owned by Bluetooth SIG, Inc. and any use of such marks by Rotork is under license. Published and produced in the Issue 12/18 UK by Rotork Controls Limited. POWTG1218...

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