rotork Skilmatic SI3 Instructions For Safe Use, Installation, Basic Setup And Maintenance

rotork Skilmatic SI3 Instructions For Safe Use, Installation, Basic Setup And Maintenance

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Skilmatic Range
SI3 & SI4 Actuators
Instructions for Safe Use, Installation,
Basic Setup and Maintenance
This manual contains important safety
information. Please ensure it is thoroughly
read and understood before installing,
operating or maintaining the equipment.
PUB021-057-00
Date of issue 06/19

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Summary of Contents for rotork Skilmatic SI3

  • Page 1 Skilmatic Range SI3 & SI4 Actuators Instructions for Safe Use, Installation, Basic Setup and Maintenance This manual contains important safety information. Please ensure it is thoroughly read and understood before installing, operating or maintaining the equipment. PUB021-057-00 Date of issue 06/19...
  • Page 2: Table Of Contents

    8.1 Removing the Indication Cover ... . . 32 1.2 Rotork Setting Tool ..... . . 4 6.2 Operating Electrically .
  • Page 3: Introduction

    Introduction 1.1 Identifying Actuator Parts Display Window Indication Beacon Fluid Reservoir Indication Cover Fluid Fill Plug Electronics Cover Lifting Eye Cable Entries Terminal Cover Spring Stop Cap Local Controls Manifold Motor Cover Actuator Hydraulic Handpump Cylinder (Optional) Actuator Spring Can Actuator Body Hydraulic Cylinder Stop Bolt Cover Fig.
  • Page 4: Rotork Setting Tool

    (potentially explosive wireless technology. IR / IrDA support (e.g. regular checks as part of the atmosphere) permitted by the for older Rotork products is retained (for The BTST has been built in accordance routine inspections or establishing that equipment classification, temperature...
  • Page 5: Introduction To This Manual

    6) In accordance with the BTST f) Always replace all four batteries 1.3 Introduction to this Manual Refer to Rotork for repair, overhaul hazardous area approvals and with the at the same time. Always use four and spare parts. This manual provides instruction on:...
  • Page 6: Health And Safety

    Health and Safety relating to the safe use of the Rotork SI area locations compatible with the gas WARNING: Hydraulic Fluid range of actuators be required, it will groups stated on the nameplate. SI actuators are filled with hydraulic be provided on request. The electrical...
  • Page 7: Hazardous Area Approved Actuators

    With respect to optional manual Control Module: Aluminium verification and should not be repaired. operation of Rotork SI actuators, refer Special Conditions of Safe Use Ensure that appropriately certified Display Window: Toughened Glass to section 6.1.
  • Page 8: Storage

    Every Rotork actuator has been fully WARNING: Do not lift the actuator tested before leaving the factory to Fig. 4.1.1. SI3 lifting: Slings attached to the lifting eye and hydraulic cylinder stop bolt cover.
  • Page 9: Mounting Orientation

    4.2 Mounting Orientation 4.3 Fitting the SI Actuator to a Valve 4.4 Mechanical Adjustment SI actuators allow many different mounting orientations. The orientation of the SI actuators are machined to suit a The mechanical limits of SI actuators motor and fluid reservoir defines the permissible orientations. It is NOT permitted close coupled ISO 5211 mounting.
  • Page 10: Rh Actuator

    RH Installation & Maintenance, LP/S for use with SI Controllers the pressure from the stop bolt. The increased rotary motion. available on www.rotork.com. Installation & Maintenance, available thread in the end plate can be stripped on www.rotork.com. • Once the desired position is achieved, if used to compress the spring.
  • Page 11: Cable Connections

    Cable Connections 5.2 Earth/Ground Connections WARNING: Ensure all power supplies are isolated before removing A lug with a 6 mm diameter hole is 5.1 Terminal Block Layout actuator covers. cast adjacent to the conduit entries for attachment of an external protective Check that the supply voltage earthing strap by nut and bolt.
  • Page 12: Removing Terminal Cover

    5.3 Removing Terminal Cover A plastic bag in the terminal compartment contains: Using a 6 mm Allen (hex.) key loosen the four captive screws evenly. Do not • Terminal screws and washers attempt to lever off the cover with • Spare cover O-ring seal a screw driver as this could damage the O-ring seal and may damage •...
  • Page 13: Cable Entries

    5.4 Cable Entries Remove plastic transit plugs. Make cable entries appropriate to the cable Only appropriate certified explosion type and size. proof cable glands or conduit may be used in hazardous areas. WARNING: Ensure that threaded adaptors, cable glands or conduit There are five cable entries in the are tight and fully waterproof.
  • Page 14: Connecting To Terminals

    5.5 Connecting to Terminals Refer to the wiring diagram to identify 5.6 Replacing the Terminal Cover 4 or 5 mm functions of terminals. Check the Pan Head Field wiring connections are by wire Ensure cover O-ring seal and spigot supply voltage is the same as that termination ring crimp terminals.
  • Page 15: Operating Your Si Actuator

    Operating Your SI Actuator The manual override feature is different Fail Safe Without Accumulator Stayput Without Accumulator for SI actuators without an accumulator • Pull the manual override handle • Leave the manual override handle in the and SI actuators with an accumulator. 6.1 Manual Override (Optional) outwards and turn to select Manual Electrical Operation position.
  • Page 16 Note: When using the manual pressure can only be replenished override in a Safety Instrumented electrically. System (SIS), please refer to the SI safety manual. This is available upon request from Rotork. SI manual – Section: Operating Your SI Actuator...
  • Page 17: Operating Electrically

    6.2 Operating Electrically 6.3 Accumulator (Optional) WARNING: Stored energy in accumulators has the potential to cause Check that the power supply voltage The accumulator for spring-return harm. Always assume the accumulator matches with that on the actuator actuators is used to speed up operation is pressurised until the accumulator nameplate.
  • Page 18: Display - Local Indication

    6.4 Display – Local Indication Position Display Infrared Icon This is the main segment display This icon flashes during setting tool for position and pressure; position communication activity. LEDs will also indication to one decimal place. flash when keys are pressed. Analogue Scale Percentage Open Icon When analogue pressure (% of rated)
  • Page 19: Display - Home Screen Selection

    6.5 Display – Home Screen Selection Permanent Home Screen display. Using the setting tool (refer to section Moving Open Stopped The actuator display can be set to show Low Pressure 7.1) connect to the actuator. any one of the following home screens: From the Settings menu, select Position •...
  • Page 20: Display Status Indication - Travel

    6.6 Display Status Indication – 6.7 Display Status Indication – 6.8 Display – Alarm Indication Travel Control The SI display provides indication of an The SI display provides real-time status The bottom line of the text area is alarm or a fault in the form of text and indication.
  • Page 21: Basic Settings For Commissioning

    THIS PUBLICATION PROVIDES The infrared only tool has yellow using the supplied Rotork Bluetooth ® INSTRUCTION ON MAKING THE symbols and yellow seal between Setting Tool Pro (BTST). Status and BASIC SETTINGS ONLY.
  • Page 22: Security - Password

    Connecting to the Actuator Bluetooth connection will be 7.2 Security – Password If the actuator is in Remote mode and using Bluetooth maintained while setting tool key a setting is selected, the following Connection to the actuator uses commands are made. After a period warning will be displayed: The default setting for Bluetooth short range IR to initialise a secure...
  • Page 23 ROTORK is displayed and the OK key is The settings screen will again be Use the arrow keys to change The highlight will return to the function the setting to the required value, the highlighted. ROTORK permits read only displayed. The example below shows...
  • Page 24: Basic Settings Menu

    7.3 Basic Settings Menu [Limits] Close Settings [Stroke Tests] Action [Full Stroke Tests] Pressure Limit Pressure Mid Indication [Partial Stroke Tests] Semi Auto Setup Full Stroke Set Limit Setup Sensor Position Control Test Partial Stroke Open Settings Result (Last Test) To Position Action Full Stroke Times (Secs)
  • Page 25: Limits

    7.4 Limits The settings menu will be displayed: The limit settings are shown below with their factory default values: NOTE: Settings and operation must Settings Stopped be verified by electric operation and a Limits Close Settings functional test of the actuated valve. Stroke Tests 1 / 12 Action...
  • Page 26: Setting The Close Limits

    Each actuator is built in the factory to 2/12. Pressure Limit WARNING: If the actuator fails to If Semi Auto Setup is turned on the be either Normally Closed, Normally complete a close or open operation following instruction will be shown: This setting is the maximum cut-off Open or Stayput depending on what due to the set pressure being reached,...
  • Page 27: Setting The Open Limits

    7.6 Setting the Open Limits 7.7 Setting the Actuator Operating Spring Direction Operating Speed Hydraulic Direction Operating Speed (Optional) Speed The open settings are displayed on SI actuators can include optional line 7/12 to 12/12. They are configured The actuator limits must be set prior mechanical speed control in the spring Operating speed in the hydraulic in exactly the same way as the close...
  • Page 28: Stroke Tests

    7.8 Stroke Tests 7.9 Full Stroke Setup 1/13. Setup This setting will perform the initial Part of the basic setup of the actuator The full stroke setup must be carried out during the commissioning of the actuator ‘commissioning’ full stroke setup, is to run the stroke test setups.
  • Page 29: Partial Stroke Setup

    7/13. Open (Last Test) – this is the 7.10 Partial Stroke Setup The Partial Stroke settings are shown actual time recorded when an open below with an example of the partial Full Stroke Test The partial stroking function of the SI command is simulated during the full stroke times recorded.
  • Page 30 1/8. To Position 2/8. Setup 3/8. Test 5/8 – 8/8. Partial Stroke Times This will determine which position the This setting will perform the initial This will perform a partial stroke test. This section displays the times recorded actuator performs the partial stroke ‘commissioning’...
  • Page 31: Accumulator Charge Setup

    7.11 Accumulator Charge Setup 1/7. Setup – Setup will discharge all 4/7. Charge (Setup) – Displays the pressurised fluid in the accumulator time taken for a fully discharged The Accumulator Charge Test allows the user to check correct function of the and then replenish pressure in the accumulator to reach the Accumulator accumulator by analysing the pressure against time response.
  • Page 32: Setting The Indication Switches (Optional)

    Setting the Indication 8.3 Replacing the Indication Cover Switches (Optional) Ensure the cover O-ring seal and spigot joint are in good condition and lightly The SI can be fitted with up to four greased before refitting cover. Check internal indication switches which can that the shaft coupling groove on the be used to monitor the position of underside of the cover is aligned with...
  • Page 33: Maintenance And Troubleshooting

    (Refer to Weights and • Check the operating speeds in both Measures, section 11, for the volume Every Rotork actuator has been fully • Ensure valve stems and drive nuts the open and closed directions by of fluid required).
  • Page 34: Replacing The Filter

    Super Low Temperature Filter O-ring contamination. Seal Environments Filter When conducting a complete fluid Consult Rotork for suitable fluids for Spring change, the system must be purged operation in ambient temperatures M39 Filter before filling again. Please see the from: Plug workshop manual for further details.
  • Page 35: Decommissioning And Environmental Considerations

    10. Decommissioning In all cases check local authority All warnings as detailed in the WARNING: It is essential that the regulation before disposal. mounting and cable connection actuator is not subject to any valve / and Environmental sections must be followed. Disposal of system loads at the time of removal as Considerations The actuator can be removed by...
  • Page 36: Weights And Measures

    11. Weights and Measures 12. Vibration, Shock and Noise 11.1 SI3 Actuators Standard SI range actuators are suitable for applications where vibration and shock severity does not exceed the following: The following table gives the weight and volume of hydraulic fluid used in the standard range of SI3 actuators.
  • Page 37: Approvals

    ① “e” added on versions with increased 14. SI Approvals Depending on the full equipment European – Hazardous Area configuration, the following European safety terminal enclosure ATEX 2014/34 EU Directives may be applicable: Refer to actuator nameplate for unit SI3 and SI4 Actuators without (EN 60079-0, EN 60079-1, EN 60079-7, specific approval details.
  • Page 38 ④ “eb” added on versions with Canada & USA – Hazardous Location European & International Canada & USA – Ordinary Location ⑤ Down to -40 °C (-40 ºF) increased safety terminal enclosure ⑥ Up to +70 °C (+158 ºF) – SI3 only –...
  • Page 40 The name Rotork is a registered trademark. Rotork recognises all registered trademarks. The Bluetooth word mark and logos are registered trademarks Date of issue 06/19 owned by Bluetooth SIG, Inc. and any use of such marks by Rotork is under license. Published and produced in the UK by Rotork. POWTG0619...

This manual is also suitable for:

Skilmatic si4Si3Si4

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