usi SmartStep Full User Manual
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Document History
Revision
Date
1.0
April 14, 2020
1.1
April 29, 2020
1.2
May 12, 2020
2.0
Sep 23, 2021
For questions or help contact your local sales rep or reach out to us at:
SmartStep
Notes
Initial Release. Support of Firmware Version 1.4.1
Added Information to support Firmware Version 1.4.2
Added Information to support Firmware Version 1.5.1
Added Information to support Firmware Version 3.4.1
314-432-3282
sales@update-systems.com
joe@update-systems.com
Actuator
Full User Manual

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Summary of Contents for usi SmartStep

  • Page 1 ™ SmartStep Actuator Full User Manual Document History Revision Date Notes April 14, 2020 Initial Release. Support of Firmware Version 1.4.1 April 29, 2020 Added Information to support Firmware Version 1.4.2 May 12, 2020 Added Information to support Firmware Version 1.5.1 Sep 23, 2021 Added Information to support Firmware Version 3.4.1...
  • Page 2: Warranty

    • UL Class 1, Div 2, Groups A, B, C, D Hazardous Location Rated Warranty All SmartStep actuators and modules are covered by a 2-year warranty that covers actuator operation and workmanship. The warranty expires 24 months from delivery date. To request a...
  • Page 3: Device Defaults

    Device Defaults The SmartStep actuator ships with the following defaults: Range: 0-90° 4-20mA calibrated with 20mA set as OPEN and 4mA set as CLOSED Rotation Speed set to 70% of maximum New calibration: 1. Unbox and install the actuator using the ISO 5211 bolt pattern to mount the valve. Use appropriate adapter if necessary as the SmartStep coupling is 27mm square.
  • Page 4: Automatic Modes Of Operation

    Only available if SuperCap Installed No additional wiring needed. If SuperCap installed option only needs selected. Once selected, power input onto SuperCap module controls valve position. Valve will OPEN or CLOSE based on power input. SmartStep User Guide ver 2.0...
  • Page 5: Automatic Modes Of Operation Continued

    OPEN and CLOSE. When voltage is applied to Positive Control Wire the valve moves to programmed OPEN or CLOSE position. Otherwise remains stationary. If both inputs are removed, valve moves to set FAILSAFE position in OC2-Wire setup screen. SmartStep User Guide ver 2.0...
  • Page 6: Table Of Contents

    Firmware V 2.X Position Setup Screen 3.4 RANGE CONTROL Setup Firmware V 2.X Calibration Section 4: 4-20mA Setup Tree 4.1 4-20mA Control Calibration Screen 4.2 4-20mA DAC Calibration Screen 4.2 4-20mA ADC Calibration Screen SmartStep User Guide ver 2.0 SmartStep User Guide ver 2.0...
  • Page 7: Section 1: Hardware Overview

    Cover removal also requires 3/16” Allen Wrench Direction Reference Valve Direction reference: At any point in this document when valve movement Clockwise or CounterClockwise is mentioned, it is always referenced viewing the actuator as shown. Counter Clockwise Clockwise SmartStep User Guide ver 2.0...
  • Page 8: Keypad And Button Reference

    Move to calibrated open position Move to calibrated closed position Cycle between Automatic Modes Button Combinations From Main Screen, enter Calibration Mode In manual mode, move valve to 100% open In manual mode, move valve to 0% open SmartStep User Guide ver 2.0...
  • Page 9: Connection Reference

    Stepper S2A Connection Stepper S2B Connection Used to update controller firmware SCBOOT - SuperCap Boot Status SCRST - SuperCap Reset SCTX - Data Transmitted to SuperCap SUPER CAP SCRX - Data Received from SuperCap Ground SmartStep User Guide ver 2.0...
  • Page 10: Section 2: Menu Navigation And Status Screens

    Information Screens Diag#3 Parameter Screens that may be edited 2.1 Module Configuration Screen Map Diag#4 To configure the SmartStep Actuator hold down ESC and press the RIGHT Arrow button while on the MAIN screen to enter the config menu 4-20mA MODBUS...
  • Page 11: Main Screen Elements

    C4: 2.58V individual charge levels for each capacitor. If Super Cap C2: 2.34V C1: 2.55V module is not installed, all levels will be shown as 0. Note: these are representative values, actual values may vary. SmartStep User Guide ver 2.0...
  • Page 12: Diagnostics 2 Screen

    Loaded Firmware version [SuperCap Firmware Version] 2.7 Restore Defaults Screen --RESTORE DEFAULTS-- Accessed by pressing from the splash screen. Press Ent to Restore System Defaults. Follow prompts on screen to restore the unit to factory default settings. SmartStep User Guide ver 2.0...
  • Page 13: Model Setup Screen

    Power Option: PS024 These should not be changed unless the control Backup Option: EPB module is being put on a different base! USI Technologies is not responsible for potential damage caused if the parameters are changed. Torque Options: Power Options: Backup Options: •...
  • Page 14: Failsafe Setup

    DOWN Arrows to change value. Press ENT again to Open Direction: set RANGE CONTROL mode when proper selection is made. • CW - Valve always moves CLOCKWISE to OPEN position • CCW - Valve always moves COUNTERCLOCKWISE to OPEN position SmartStep User Guide ver 2.0...
  • Page 15: Section 4: 4-20Ma Setup Tree

    4) Press to edit the 20mA value. Again use the to adjust the value. When satisfied with the output of both press to store them. SmartStep User Guide ver 2.0...
  • Page 16: 4-20Ma Adc Calibration Screen

    Section 5: Speed Control Setup Tree 5.1 Speed Control Calibration Screen By default the SmartStep Actuator is set to 70% speed. SPEED--CONTROL ← ↵ → Use this screen to change the speed if a faster or Max Speed OPN : 70% slower speed is needed.
  • Page 17: Section 6: Modbus Setup & Operation

    Port - Default access port for the controller. Default shown to the left. 6.2 MODBUS Optional Setup MBUS-OPT-SETUP ←↑↵ → Press the button to enter edit mode. Use DHCP: OFF Arrows to enable or disable DHCP. Press again to save settings. SmartStep User Guide ver 2.0...
  • Page 18: Modbus Register Reference

    40002 ushort 70%) Max Close Speed (%/10 of Max Valve Speed) (1 - 10) (Default: 7 or 40003 ushort 70%) Acc/Decel Span (Degree Range for Acceleration and Deceleration) (1o - 40004 ushort 10o) (Default: 5) SmartStep User Guide ver 2.0...
  • Page 19: Section 7: Status Relay Setup

    Mode - Set to either Make or Break on Event. • Trip - Percent open that causes relay to trip. Value range from 0 to 100%. • Trip Delay - Range from 0 to 30 seconds. SmartStep User Guide ver 2.0...
  • Page 20: Section 8: Temperature Degree Units

    9.3 ON OFF Setup ON-OFF---SETUP ←↑↵ → Press the button to enter edit mode. Use When Power ON: OPEN Arrows to change the field’s value. Press again to save settings. Sets direction valve moves when power is applied. SmartStep User Guide ver 2.0...
  • Page 21: Section 10: Digital Input Noise Filter

    Helps to keep temperature down to protect electronics and lower condensation in high temperature environments. • HOLDING TORQUE MODE - Motor holding torque will always be enabled regardless of environment. SmartStep User Guide ver 2.0...
  • Page 22: Section 12: Software V 2.X Legacy Reference

    In Manual Mode, press to rotate counterclockwise by 0.1° In Manual Mode, press to rotate clockwise by 0.1° From Main Screen, enter Calibration Mode When in Calibration Mode clears CLOSE calibration point When in Calibration Mode clears OPEN calibration point SmartStep User Guide ver 2.0...
  • Page 23: Firmware V 2.X Position Setup Screen

    All SmartStep actuators are have absolute position where 0° is always Please Note: down and Counter-clockwise direction is always increasing from 0°.

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