IQ Range

IQ full configuration, status and

monitoring user manual

IQ Multi-turn
Electric Valve Actuators

Redefining Flow Control

2 
Table of Contents 1. Introduction

1. Introduction___________________________3
This manual provides instruction on the
ACTUATOR
1.1 Using the Rotork Setting Tool____________4 setup and analysis of the actuator.
SETTING TOOL

1.2 Connecting to the actuator______________6

It is structured so that instruction on using the
1.3 Password Security______________________7 Setting Tool, navigation and password security
is contained in Section 1 which must then be
2. Settings_______________________________8
applied when making settings and viewing
2.1 Settings – Limits________________________8 information as set out in Sections 2 to 5.
2.2 Settings – Indication___________________11
The user must therefore be familiar with the
2.3 Settings – Control____________________ 14 operations contained in Section 1 before
2.4 ESD_________________________________ 32 proceeding.
2.5 Security_____________________________ 34 This manual should be read in conjunction with
2.6 Defaults_____________________________ 35 PUB002-039 IQ Range Instructions for Safe
Use, Installation, Basic Setup and Maintenance
3. Status_______________________________ 36 supplied with the actuator.
3.1 Status – Control______________________ 36
3.2 Status – Alarms ______________________ 40
3.3 Status – Movement____________________41
3.4 Status – Indication____________________ 42
3.5 Status – Diagnostics___________________ 43

IQ3 Status and Monitoring – Section: Introduction 3

 ACTUATOR
SETTING TOOL
1.1 Using the Rotork 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
on the actuator display. The display indicates the number of each function as it is
highlighted along with the total number of functions on that
page. In the example below, Action is function 2 out of a total of
1
12 functions on that page: 2/12
9 4
This manual uses the display function number as reference
7 for instructions.

8
5 11

3
6

10
Action (highlighted) is function 2 out of a total 12
on the LIMITS page.

Selection
The key is used to select a main menu item, menu items or
Name General Operation instruction buttons. For a setting, is used to select when a
change is required. The first time this occurs in a communication
1. Key Scroll up. session, a password will be requested (refer to 1.3). Subsequent
changes within the same session will not require the entry of
2. Key Scroll down / Connect a password. When selected, a menu item will be opened or a
setting or function will be highlighted.
3. Key Decreases value / Toggle setting / Scroll left.
Information, instruction and the password entry page screens
4. Key Increase value / Toggle setting / Scroll right.
require a or button to be selected. Navigate
5. Key Select the highlighted item. to highlight the required button using or and press to
Save the highlighted setting. select.
Stops actuator running (when Setting Tool
control is enabled, see section 2.3.1).
Setting controls
6. Key Return to previous menu.
There are four types of setting control used. When a function is
7. Key Cycle between standard and zoom view on data selected, the ability to change the function, setting or value is
logger torque graphs. made available using drop down list boxes, check boxes, slider
8. Key Actions the pre-configured mission stored on controls or number values.
the Rotork Bluetooth® Setting Tool Pro.
9. Infra-red transmitter window. Drop down list boxes
10. Key Sends a close command to the connected Drop down list boxes are indicated by .
actuator (when enabled see section 2.3.1).
11. Key Sends an open command to the connected Contacts
Monitor Relay
actuator (when enabled see section 2.3.1).
Mode Available
S1
Navigation Function Closed Limit
Contact N/O N/C
To navigate through screens, menus and pages, the
Position 0%
and keys are used. A single key press results in one
S2
movement. Holding the key will result multiple movements in
Function Open Limit
succession. Menus, pages and dropdowns wrap round. This
Contact N/O N/C
means that that an item at the bottom of a screen can be
Position 0%
accessed by pressing while at the top.
2/37

Shorthand Instructions The example of the S1 indication contact Function (highlighted)

dropdown list box is shown below. When selected (and password
This manual uses shorthand instruction (example): entered if applicable – refer to 1.3), the current set function will
(meaning select, edit setting, save) to prompt the user with the be highlighted within the drop down list.
key operations required. The display will also indicate the relevent
keys at the bottom left.

4 IQ3 Status and Monitoring – Section: Introduction

1.1 Using the Rotork Setting Tool continued ACTUATOR
SETTING TOOL

Contacts Slider controls

Monitor Relay
Slider controls graphically indicate the set value followed by the
Mode Available
Disabled exact numerical value, for example:
S1 Limit
Closed
Function Closed Limit Position 35%
Open Limit
Contact End N/O
Position N/C
The range covered by the slider is fixed and is determined by
Position Pos. % Open 0%
its function.
S2
Mid Travel
Function Open
MotorLimit
Running
Contact N/O N/C
Contacts
Closing
Monitor Relay
Position 0%
Mode Available
2/37 S1
Function Closed Limit
The symbol in the drop down box indicates more functions
Contact N/O N/C
are available by scrolling or .
Position 35%

Use or to scroll through the list until the required function S2

is highlighted. Press to select. The drop down list box will Function Open Limit
be closed and the selected function is saved and shown on the Contact N/O N/C
page. Position 0%

4/37
To exit the drop down list without saving a new setting
press to return to the page.
The example of the S1 indication position value is shown
above. For the S contact function of Pos.% Open indication, this
Checkboxes is the position opening at which the contact will change state.

Check boxes are indicated by or . Press (and enter password if applicable – refer to 1.3).
Use or to decrease or increase the value.
Contacts Slider controls wrap round so a key press on a minimum value
Monitor Relay will wrap round and indicate the maximum value. The value step
Mode Available changes increase as or is held down.
S1
Function Closed Limit
Once the required value is set press to select. The selected
value will be saved and shown on the page.
Contact N/O N/C
Position 0%
S2
To exit the slider control without saving a new setting,
Function Open Limit
press to return to the page.
Contact N/O N/C
Position 0%
Number values
3/37
Number values relate to values such as time or address - shown
in the example below.
The example of the S1 indication contact type check box is
shown above.
Stopped
Pakscan
Contacts Address 3
Monitor Relay
Baud Rate 2400
Mode Available
Position
S1
Update Times (s) 1
Function Closed Limit
Deviation 5%
Contact N/O N/C
Torque
Position 0%
Update Times (s) 5
S2
Function Open Limit
1/8
Contact N/O N/C
Position 0%
Press (and enter the password if applicable – refer to 1.3).
3/37

Use or to decrease/increase the number value. Press to

When selected (and password entered if applicable – refer to select.
1.3), the current mode will be highlighted.
Use either the or to toggle between modes. To exit the number value control without saving a new
value, press to return to the page.
Once the required mode is checked press to select. The
selected mode will be saved and shown as checked on the page.
To exit the checkbox without saving a new setting press
to return to the page.

IQ3 Status and Monitoring – Section: Introduction 5

 ACTUATOR
SETTING TOOL
1.2 Connecting to the actuator

The Rotork Bluetooth® Setting Tool Pro incorporating Bluetooth Connecting to the actuator using Bluetooth
wireless technology is shown below. It is identified by the key
symbols and a clear seal between the top and bottom casings The actuator must be powered up to connect using Bluetooth. The
being transparent. default security set in the actuator for Bluetooth connection is by
initiation using an infra-red command. This means that the user
The Rotork Infra-red Setting Tool Pro is identified by solid yellow must 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 infra-red sensor located at the lower
right of actuator display window within a range of 0.25 m (10 in)
and press until the key flashes blue.
The screen will change to the Main Menu screen.

Rotork Setting Tool Pro The Setting Tool will automatically connect using
Bluetooth which takes up to 5 seconds.
Connection is indicated by steady blue lights on the tool and in
the actuator display window. Once connected, the tool can be
used without pointing it at the actuator display window.
Bluetooth connection will be maintained while Setting Tool key
commands are made. After a period of 6 minutes with no key
commands, Bluetooth connection will be turned off and the
Setting Tool and display blue lights will go out. To manually
disconnect Bluetooth at any time, press and together.

Connecting to the actuator using Infra-red

Infra-red communication is used when:
• Bluetooth communication has been disabled
(refer to 2.5 Security)
Rotork Bluetooth®Setting Tool Pro • configuration is required without power being applied to
the actuator
• legacy infra-red only Rotork Setting Tool is used
(yellow banded tool)
The Infra-red only tool has solid yellow keys and a yellow band
between casings.
Communication is by direct line of site infra-red commands
within a range of 0.25 m (10 in). Keys have the same function as
shown in this manual. Each key press sends a discreet infra-red
command and therefore the tool must be in range.

6 IQ3 Status and Monitoring – Section: Introduction

1.3 Password Security ACTUATOR
SETTING TOOL

Menus, pages and settings may be viewed when the actuator is Navigate to the OK button using . Press . The setting page
set to Remote, Stop or Local. To change a setting, the actuator from which the function was selected will be displayed
must be selected to Local or Stop using the red selector and the with the function highlighted.
correct password must be entered.
The example below shows Settings – Limits – Close Settings
The password will be requested the first time a function with the function Action highlighted:
is selected. Once correctly entered, other changes can be
made without re-entering the password for the duration
of the Setting Tool session with the actuator.
If the actuator is selected to Remote and a setting is selected, the
following information screen will be displayed:

To change, press to select.

The function and its setting option or range will be highlighted:

Press to return to the page. Set the red selector to Local or

Stop to proceed with setting.
With the actuator selected to Local or Stop and when any setting
function is selected, the Password screen will be displayed:

To escape without changing the setting, press .

Once highlighted, use or as instructed to change the
setting to the required function, mode or value.
The example below shows a Close on Torque action being
The factory set default password ROTORK is displayed and the selected using a check box control:
OK button is highlighted.
Press . The setting page from which the function was
selected will be displayed with the function highlighted.
If the user has set their own password the following screen will
be displayed:

Press to select.
The highlight will return to the function name only and its stored
setting will be displayed:

Enter user selected Password:

Use to highlight new password entry box and press

Use to scroll through alphabet and numbers and display
required character.
Use to move to next character
Use to delete the previous character

Use when selected password is complete.

IQ3 Status and Monitoring – Section: Introduction 7

 2. Settings 2.1 Settings – Limits

Settings Settings
Limits Limits
Indication Indication
Control Control
ESD ESD
Security Security
Defaults Defaults

2. Settings Menu Page

2.1 Limits 6 Close Settings
Direction Clock Anti
2.2 Indication 9
Action Limit Torque
2.2.1 Contacts 9 Torque 40%
Set Limit
2.2.2 Local Display 10
Open Settings
2.2.3 Analogue 12 Action Limit Torque
Torque 40%
2.3 Control 12
Set Limit
2.3.1 Local control 13 Turns 14.9
Torque Limit Bypass
2.3.2 Remote control 14
Opening On Off
2.3.3 Interrupter timer 29 OP Bypass Pos 5%
Closing On Off
2.4 ESD 30
CL Bypass Pos 95%
2.5 Security 32 1/12
2.6 Defaults 33

The Limits page is shown above with the default settings

Close Settings

1/12 Close Direction

Sets the output rotation direction required to close the valve.

Using the handwheel, manually operate the actuator to establish
valve closing direction.
Clock (default) – clockwise rotation of the actuator closes the
valve.
Anti – anti-clockwise (counter clockwise) rotation of the actuator
closes the valve.

To change, . The checkbox will indicate the set

closing direction.

2/12 Close Action

The actuator can be configured to close on torque for seating

valve types or limit for non-seating valve types.
Refer to Valve manufacturer for recommended setting.
In the absence of valvemaker instruction refer to the
following table:

8 IQ3 Status and Monitoring – Section: Settings

2.1 Settings – Limits continued

Valve Type Close Action Open Action

Wedge gate Torque Limit
Globe Torque Limit
Butterfly Limit Limit
Through conduit Limit Limit
Ball Limit Limit
Plug Limit Limit Move the actuator and valve to the close position. Allow for
Sluice gate Limit Limit overrun by winding open by ½ to 1 output turn.
Penstock Limit Limit Press to select OK.
Parallel slide Limit Limit
The Closed Limit will be set at the current valve position. If not
previously illuminated, the closed indicator lamp (default green -
Limit (default) – The actuator will move the valve to the set refer to 2.2.2) will be turned on.
Closed Limit position and stop.
Testing: The limit position can be confirmed by opening the
Torque – The actuator will move the valve to the set Closed actuator until the indicator lamp changes colour and then
Limit position and then apply the set torque (3/12) to seat the moving closed until the Closed Limit indicator lamp colour is
valve. turned on at the set Closed Limit position.
To change, . The checkbox will indicate the set
closing action.
Open Settings

3/12 Close Torque 5/12 Open Action

The value of torque available to close the valve can be limited The actuator can be configured to open on torque for back-
between 40% and 100% of its nameplate rated torque. If the seating valve types or limit for non back-seating valve types.
actuator develops the set torque when closing it will stop -
“torque trip” and must then be reversed before it will move Refer to valve manufacturer for recommended setting.
closed again. Operational torque can be monitored using the In the absence of valvemaker instruction set open action
datalogger (refer to 3) and using the torque-position home to “Limit”.
screen (refer to 2.2.2). Limit (default) – The actuator will move the valve to the set
The default setting for closed torque limit is 40%. If a Open Limit position and stop.
value of torque was specified at time of order, the % value Torque – The actuator will move the valve to the set Open Limit
equating to the specified torque will have been set by position and then apply the set torque (6/12) to back-seat the
Rotork. valve.
If the actuator was delivered complete with valve, the To change, . The checkbox will indicate the set
valvemaker may have set the closed torque limit based on opening action.
testing and/or design requirements.
In the absence of valvemaker instruction, set the minimum
6/12 Open Torque
value required to close the valve under process conditions.

To change, . The slider will indicate the set The value of torque available to open the valve can be limited
closing torque value. between 40% and 100% of its nameplate rated torque. If the
actuator develops the set torque when opening it will stop -
“torque trip” and must then be reversed before it will move
4/12 Close Limit open again. Operational torque can be monitored using the
datalogger (refer to 2.2.2) and using the torque- position home
Limits must only be set when the actuator is coupled to the valve. screen (refer to 2.2.2).
The minimum number of output turns between set Closed The default setting for open torque limit is 40%. If a value
and Open Limits is 2.5. A Closed Limit position cannot be set of torque was specified at time of order, the % value
if the actuator is at its set Open Limit or within 2.5 turns of an equating to the specified torque will have been set by
Open Limit position. Should a condition arise where this occurs, Rotork.
for example where an actuator at its “closed” limit position is
coupled to a valve at its open position, refer to 2.6 Defaults - If the actuator was delivered complete with valve, the
Limits. valvemaker may have set the closed torque limit based on
testing and/or design requirements.
If the actuator was delivered complete with valve, the
valvemaker should have set the closed and Open Limit In the absence of valvemaker instruction, set the minimum
positions, refer to testing below. value required to open the valve under process conditions
but higher than that set for closed torque.
The Closed Limit position must be set by moving the actuator to
the valve Closed Limit position and pressing . To change, . The slider will indicate the set limit
of opening torque value.
The actuator will display the following Instruction:

IQ3 Status and Monitoring – Section: Settings 9

 2.1 Settings – Limits continued

7/12 Set Open Limit Torque Limit Bypass

The default setting for opening and closing torque limit
Limits must only be set when the actuator is coupled to the bypass is Off (torque protection active at all times).
valve. Bypassing the torque protection allows torque up to
The minimum number of output turns between set Open and approximately 150% of rated to be available.
Closed Limits is 2.5. An Open Limit position cannot be set if the The valve maker or integrator should be consulted to
actuator is at a set Closed Limit position or within 2.5 turns of a confirm the valve structure and interface components can
Closed Limit position. Should a condition arise where this occurs, withstand the additional torque/thrust.
for example where an actuator at its “Open Limit position” is
coupled to a valve at its closed position, refer to 2.6 Defaults -
Limits. 9/12 Opening
If the actuator was delivered complete with valve, the Opening torque limit protection can be bypassed over a portion
valvemaker should have set the closed and Open Limit of the opening stroke – refer to 10/12. When selected On, torque
positions, refer to testing below. up to approximately 150% of rated is available for opening
The Open Limit position must be set by moving the actuator to “sticky” valves.
the valve Open Limit position and pressing . To change, . The checkbox will indicate the set
The actuator will display the following Instruction: opening torque limit bypass status.

10/12 Opening Bypass position

When opening torque limit bypass is selected On (refer to

9/12), the position over the opening stroke where torque
limit protection is bypassed can be set. If torque limit bypass
open is set to Off, the opening bypass position control will be
Move the actuator and valve to the open position. Allow for greyed out.
overrun by winding closed by ½ to 1 output turn. The available position range over which torque limit protection
Press to select OK. is bypassed is 0% (Closed Limit) to 95% open. Outside the set
bypass position, torque switch protection will revert to that set
for 6/12.
The Open Limit will be set at the current actuator - valve
position. If not previously illuminated, the open indicator lamp To change, . The slider will indicate the
(default red - refer to 2.2.2) will be turned on. set position range over which opening torque limit is
Testing: The limit position can be confirmed by closing the bypassed.
actuator until the indicator lamp changes colour and then
moving open until the Open Limit indicator lamp is turned on at 11/12 Closing
the set Open Limit position.
Closing torque limit protection can be bypassed over a portion of
the closing stroke - refer to 12/12. When selected On, torque up
8/12 Turns Set (non editable)
to approximately 150% of rated is available for closing the valve.
Shows the actuator output turns between the set Closed and To change, . The checkbox will indicate the set
Open Limit positions. closing torque limit bypass status.

12/12 Closing Bypass position

When closing torque limit bypass is selected On (refer to 9/12),

the position over the closing stroke where torque limit protection
is bypassed can be set. If torque limit bypass closed is set to Off,
the closing bypass position control will be greyed out.
The available position range over which torque limit protection
is bypassed is 100% (Open Limit) to 5% open. Outside the set
bypass position, torque switch protection will revert to that set
for 3/12.

To change, . The slider will indicate the set

position range over which closing torque limit is bypassed.

10 IQ3 Status and Monitoring – Section: Settings – Limits continued

2.2 Settings – Indication

Settings 1/37 Monitor Relay – Mode

Limits
Indication The monitor relay provides remote indication of actuator status.
Control It provides a volt free change over contact, refer to actuator
ESD circuit diagram. There are 2 modes that can be set:
Security
Available (default) – Actuator available for remote control.
Defaults
Monitors power supplies, motor thermostat, detected internal
fault and Remote control selected. A loss in one or more will
cause the monitor relay to de-energise indicating “not available”
for remote control.
Instruction is provided on: Fault – Actuator fault. Monitors power supplies, motor
2.2.1 Contacts thermostat and detected internal fault. A loss in one or more
will cause the monitor relay to de-energise indicating “actuator
2.2.2 Local display fault”.
2.3.3 Analogue
To change the mode, . The drop down list box
will close and the selected mode will be shown:
2.2.1 Settings – Indication – Contacts
S Contact function, contact type and position
Settings Each relay contact can be set to one of the functions shown in
Limits the table below and its contact type set as Normally Open (NO)
Indication or Normally Closed (NC). If Pos % Open function is selected,
Control the position at which the relay operates can be set. For all other
ESD functions the position control slider will be greyed out.
Security
Defaults
Standard Contacts S1-S4 and Option S5-S8 and S9-S12
Contacts when fitted
The method for setting all S contacts is the same. S1 to S4 are
fitted as standard. A further 8 extra contacts are available as
options grouped: S5 to S8 and S9 to S12, refer to actuator circuit
diagram. If extra contacts are fitted their configuration screens
Indication are accessed by scrolling down. If not fitted their configuration
Contacts settings will be greyed out.
Local Display
Analogue
2/37 Contact Function

The available contact functions included in the drop down list

box are shown below.

To change the contact function, . The drop

Contacts down list box will close and the selected function will be
Monitor Relay shown:
Mode Available
S1 Function Indication:
Function Closed Limit
Disabled Contact disabled
Contact N/O N/C
Position 0% Closed Limit Closed limit position (exact)
S2 Open Limit Open limit position (exact)
Function Open Limit
End Position Both Closed and Open Limit positions
Contact N/O N/C
Position 0% Pos % open Set position mid-travel – opening and closing
S3
Mid Travel Not at Closed or Open Limits
Function Closed Limit
Contact N/O N/C Motor Running Motor running
Position 0% Closing Travelling in the close direction - motor or handwheel
S4
Opening Travelling in the open direction - motor or handwheel
Function Open Limit
Contact N/O N/C Moving Travelling – motor or handwheel
Position 0%
Handwheel During handwheel operation
1/37
Blinker Travelling (make/break at 1 second intervals)

Valve Alarm On torque trip mid-travel or motor stall condition

The Monitor Relay and S contact settings page is shown in
their default setting.
Refer to actuator wiring diagram for available contacts. Continued over page

IQ3 Status and Monitoring – Section: Settings 11

 2.2.1 Settings – Indication – Contacts cont. 2.2.2 Settings – Indication – Local Display

Function Indication: Settings

Limits
Torque Trip CL Torque trip closing - any position
Indication
Torque Trip OP Torque trip opening - any position Control
ESD
Torque Trip Torque trip closing or opening - any position
Security
Torque Trip Mid Torque trip mid-travel, closing or opening Defaults
At limit, motor energised – no output movement
Motor Stall
detected
Not at limit, motor energised – no output movement
Mid Travel Stall
detected
Stop Selected Red selector set to STOP

Local Selected Red selector set to Local

Indication
Remote Selected Red selector set to Remote
Contacts
Control Alarm ESD signal and/or interlock active Local Display
Analogue
Monitor Monitor relay de-energised

ESD Active ESD signal applied

Open Interlock Active Open Intelock active

Close Interlock Active Close interlock active

Interlock Active Open and/or closed interlock active Local Display

LCD
Actuator Alarm Internal fault detected
Home Screen Position
Motor Over Temp Motor thermostat has tripped Power Save On Off

Lost Phase 3-phase only: monitored phase 3 lost LED

Close LED Green Red
24v Supply Fail Internal 24 VDC supply failed (Terminals 4 & 5)
Mid Travel LED On
P Stroke Active Partial stroke underway Alarm LED Disabled
Language
P Stroke Fail Partial stroke not completed
Language English
P Stroke Pass Partial stroke completed
1/7
Bluetooth Bluetooth communication in progress

Battery Low Battery low

The Local Display settings page is shown in its default
Battery Discharged Battery discharged or missing setting.

Digital Output Network option controlled

LCD
Maintenance Schedualed maintenance due
The displayed home screen language can be selected and power
Hi Torque Alarm Set Hi torque value reached
save mode can be activated.
Hi Hi Torque Alarm Set Hi-Hi torque value reached

1/6 Home Screen

3/37 Contact Refer also to PUB002-039

Available Home screens included in the drop down list box:
Position (default) - Display indicates the current valve position
to one decimal place. Icons are used for closed and open
limit positions.
Torque (A) + Pos – Display indicates current valve position
to one decimal place as Position (above) plus analogue torque
indication scaled 0% to 100% of rated torque, shown at the top
of the display.
Torque (D) + Pos – Display indicates current valve position
to one decimal place as Position (above) plus digital torque
indication scaled 0% to 99% of rated torque. If the actuator
develops torque greater than 100% then “Hi” will be displayed.

12 IQ3 Status and Monitoring – Section: Indication Contacts

2.2.2 Settings – Indication – Local Display continued

Positioner – Used only with analogue or network position

5/6 Alarm LED
control. Display indicates current valve position ( ) to one
decimal place plus the position equating to the applied demand Alarm LED Function will be greyed out unless 4/6 Mid Travel LED
signal ( ). In addition, an analogue indication of demand and is set to On/Alarm or Off/Alarm.
position is provided scaled 0% to 100% of valve position.
Disabled (default) – The yellow lights do not indicate an
To set the home screen, . The drop down active alarm.
list box will close and the selected home screen will be
indicated. Alarms – The yellow lights indicate active alarms.
Service - The yellow lights indicate active service alarms only.
2/6 Power Save A service alarm indicates the actuator requires service due to set
duty parameters being met. Refer to Section 5: Assets Service
The LCD has a white backlight to maximise contrast of the alarms.
segment display and matrix characters. It may be switched off
when not required if a bright display is disruptive within its Service/Alarms - The yellow lights indicate active alarms and
environment. active service alarms. A service alarm indicates the actuator
requires service due to set duty parameters being met. Refer to
Off (default) - The display backlight is permanently illuminated Section 5: Assets Service alarms.
when the actuator is powered up.
Information regarding the nature of the alarm(s) will be shown at
On - The display backlight automatically switches off when the the top of the display.
actuator is not operating. The segments/matrix remain on. The
display backlight will switch on when the local control selectors To change the Alarm LED Mode, . The drop
down list box will close and the selected mode
are moved, electrical or handwheel operation takes place or
will be shown.
when the Setting Tool is communicating with the actuator. The
backlight will switch off again approximately 30 seconds after
the above events have taken place. 6/6 Language
To change the power save mode, . The checkbox
will indicate the selected mode. The language used on the display can be selected.
English (default), French, German and Spanish are available
as standard. Other available languages may be downloaded from
LED the Rotork website, loaded into the Setting Tool using Insight2
The function of the display green, red and yellow LED lights can and uploaded into the actuator. Visit www.rotork.com
be set. To change the display language, . The drop
down list box will close and the selected language will be
active for all screens and pages.
3/6 Close Colour
Available for actuators with a build date after June 2013 (06/13).
Green (default) – The green lights illuminate at the Closed Limit
position, red at open.
Red – The red lights illuminate at the Closed Limit position,
green at open.
To change the Closed Limit position indication light,
. The checkbox will indicate the selected closed
colour.

4/6 Mid Travel LED

On (default) – The yellow lights are on when mid-travel.

Off – The yellow lights are off when mid-travel.
Blinker - The yellow lights flash at approximately 0.5 second
intervals when travelling in mid-travel (electric or handwheel
operation).
On/Alarm - The yellow lights are on when mid-travel. If an alarm
is active the yellow lights flash alternately at approximately 0.5
second intervals. Refer to 5/6 Alarm LED.
Off/Alarm - The yellow lights are off when mid-travel. If an
alarm is active the yellow lights flash alternately at approximately
0.5 second intervals. Refer to 5/6 Alarm LED.
Information regarding the nature of the alarm(s) will be shown at
the top of the display.
To change the mid-travel LED Mode, . The drop
down list box will close and the selected mode will be
shown.

IQ3 Status and Monitoring – Section: Indication Contacts 13

 2.2.3 Settings – Indication – Analogue 2.3 Settings – Control

Settings Settings
Limits Limits
Indication Indication
Control Control
ESD ESD
Security Security
Defaults Defaults

Instruction is provided on:

2.3.1 Local control
Indication
Contacts Settings for vandal resistant build, Setting Tool control,
Local Display maintained local control, delay control and action on
Analogue loss of actuator user interface.

2.3.2 Remote control

Settings for control source; hardwired, networks,
analogue and partial stroke setup.

Analogue
2.3.3 Interrupter timer
Analogue
Invert On Off The interrupter timer is an optional extra, check circuit
diagram for inclusion. If it is not enabled it will not be
included in the display menu. It is used to control
closing and/or opening operating time under both
local and remote control.

1/1

Analogue position indication screen is shown above with

its default setting.

Analogue position indication (4-20 mA) is an optional extra –

refer to circuit diagram for inclusion. If the option is not fitted the
Analogue menu item will not be present in the indication menu.
The analogue output signal auto ranges to the set limits and
cannot be calibrated.

1/1 Invert

Off (default) – 4 mA output at Closed limit position / 20 mA

output at Open Limit position.
On – 4 mA output at Open Limit position / 20 mA output at
Closed limit position.
To change the analogue output mode, . The
checkbox will indicate the selected mode.

14 IQ3 Status and Monitoring – Section: Settings

2.3.1 Settings – Control – Local

Settings 2/5 Setting Tool

Limits
Indication With control selectors fitted to the actuator, the Setting Tool
Control close, open and stop control keys can be used to operate the
ESD actuator:
Security
Yes – Setting Tool control keys active, control is possible only
Defaults
when the red selector is set to Local - Refer to 1.1 – using the
Setting Tool. Infrared local control has a range of approximately
0.25 m (10”) and must be in direct line of site. Bluetooth Local
control has a range up to approximately 10 m (30 ft) depending
on environment. The black close/open selector remains active.
No (default) – Setting Tool close, open and stop control keys
disabled. Local control is by close/open/ stop selectors fitted to
Control the actuator.
Local
Remote To change, . The checkbox will indicate the
Interrupter Timer selected Setting Tool control mode.

3/5 Maintained

Sets the action as a response to local open or closed control

signals:
Local Control
Yes (default) – The actuator will self-maintain as a response to
Vandal Disabled
a fleeting local open or closed control signal and run until a stop
Setting Tool Yes No command is given, it reaches limit or is reversed – Maintained
Maintained Yes No control.
Delay Control Yes No
Loss of HMI Stayput Remote
No – The actuator will run only while an open or closed control
signal is applied – Push to run local control.

1/5 To change, . The checkbox will indicate the

selected action.
The local control configuration page is shown with the
default settings. 4/5 Delay Control

If there is a risk of a local close or open control signal being

1/5 Vandal applied due to the selector moving inadvertently or by being hit
momentarily, a delay can be set to help prevent an unintended
Actuators built as vandal resistant type 1 do not have the black operation:
and red control selectors fitted. Selection of Local control (using
the Setting Tool open, close and stop keys) and Remote control is Yes – A local close or open signal must be held for approximately
made using the vandal setting: 2 seconds before the actuator responds.
Disabled (default) – Actuator is not vandal resistant build and No (default) – The actuator responds immediately to a local
control selectors are present. close or open control signal.
Local – Actuator selected for Local control using the Setting Tool To change, . The checkbox will indicate the
(Bluetooth or infra-red) - Refer to 1.1 – using the Setting Tool. selected selector response.
Infrared local control has a range of approximately 0.25 m (10”)
and must be in direct line of site. Bluetooth Local control has a
range up to approximately 10 m (30 ft) depending on environment. 5/5 Loss of HMI

Remote – Actuator selected for Remote control. Setting Tool HMI – Human Machine Interface consists of the actuator display
control keys are inactive and the actuator responds only to and red and black selectors. If for any reason the HMI stops
remote control signals. responding, the response of the actuator can be set.
To change, . The drop down list will close and Stayput (default) – The actuator will stayput and alarm using
the selected control mode will be indicated. the monitor relay. It will not respond to remote control signals.
Remote – The actuator will alarm using the monitor relay. It will
continue to respond to remote control signals.

To change, . The checkbox will indicate the

selected HMI failure response.

IQ3 Status and Monitoring – Section: Settings 15

 2.3.2 Settings – Control – Remote

Settings The Remote Control menu is shown left listing all possible
Limits entries. Some menu items shown are optional remote control
Indication
forms requiring additional hardware to be fitted in the actuator
Control
(see table below). The menu list displayed on the actuator will
show only the option(s) fitted. Options not fitted will not be
ESD
included in the menu list, check wiring diagram for option
Security
inclusion.
Defaults

The table below lists the available standard and option

remote control forms, their type and the section of this
manual where instruction is provided.

Remote Control Form Included as: Type Section

Hardwired Standard Hardwired 2.3.2-1
Control
Local Control Source Option See Note 2.3.2-2
Remote Positioning Option See Note 2.3.2-3
Interrupter Timer
Partial Stroke Standard Hardwired 2.3.2-4
Auxiliary Mask Option See Note 2.3.2-5
Analogue Option Analogue 2.3.2-6
Pakscan Option Network 2.3.2-7
Profibus Option Network 2.3.2-8
Remote Control
HART Option Analogue 2.3.2-9
Hardwired
Control Source Modbus Option Network 2.3.2-10
Positioning Extra I/O* Option Hardwired 2.3.2-11
Partial Stroke Foundation Fieldbus* Option Network N/A
Auxiliary Mask
Analogue
* When Foundation Fieldbus is fitted it will be included in the remote
Pakscan
control menu for information only. Foundation Fieldbus option is
Profibus configured remotely over the Fieldbus network and therefore does not
HART have a setup page. Control Source, Positioning and Auxiliary Mask pages
Modbus will be included to allow associated setting to be made when Foundation
Extra I/O Fieldbus option is fitted.

Extra I/O is an option card providing additional digital inputs to the

standard build. Inputs may be control or indication (configurable).

Instruction is provided on the setup of standard hardwired Note: When any of the analogue or network remote
and remote control options. control options are fitted, Auxiliary Mask and Positioning are
automatically included in the remote control menu. These items
allow access to settings that are common to all fitted options.
See Examples below.

Example 1: For a basic actuator, no control options fitted, the

remote control menu is shown below.

Remote Control
Hardwired
Control Source
Partial Stroke

Example 2: For an actuator including a remote control

option, the remote control menu will automatically display the
appropriate items relating to that option. The example below
shows the menu for an actuator including the Profibus option
with the associated Positioning and Auxiliary Mask items.

Remote Control
Hardwired
Control Source
Positioning
Partial Stroke
Auxiliary Mask
Profibus

16 IQ3 Status and Monitoring – Section: Settings

2.3.2-1 Settings – Control – Remote – Hardwired

Remote Control Conditional – Close and open interlock inputs are enabled,
Hardwired interlocking is available and will be active in remote control
Control Source only. The actuator will not run under remote control unless
Partial Stroke
interlock signals are applied to the closed control and closed
interlock input or the open control and open interlock input.
Remote control is conditional on 2 signals being applied
simultaneously and therefore integrity of operation due to
spurious control signals is increased. Local control is available
without interlock inputs.
Remote Control
Partial Stroke – Partial stroke testing demonstrates the
2-Wire Priority Stop operational integrity of the valve and actuator by moving them
Interlocks for a set portion of stroke. A remote "partial stroke" hardwired
Mode Disabled signal applied to the open interlock input is used to initiate a
partial stroke test. For setting the partial stroke test parameters,
refer to 2.3.2-4. When set to partial stroke, the closed interlock
is disabled. Partial stroke initiated via a network command (with
a network option fitted), does not require the interlocks to be
1/2
configured for partial stroke.

To change the settings use . The drop down

Hardwired Control is a standard feature. The default list will close and the selected interlock mode will be
settings are shown above. indicated.
Hardwired Control is a standard remote control form
available on all actuators. It allows settings for hardwired
2-wire priority control and interlocks.

1/2 2-Wire Priority

Sets the action the actuator will take when a closed and open
signal are applied simultaneously. Hardwired remote control
form C uses the priority action (open or closed) to set the
actuator response when 2 signals are applied. Refer to the
circuit diagram and its referenced RWS control diagram.
On applying hardwired closed and open signals together, the
actuator will:
Open – the actuator will move open .
Stop (default) – the actuator will not move, or will stop if running.
Closed – the actuator will move closed.

To change, . The drop down list will close and

the selected 2-wire control mode will be indicated.

2/2 Interlocks

Sets the mode for the interlock inputs, refer to wiring diagram.
External interlocks can be used to prevent operation of the
actuator until a certain process condition is met. An example is a
main and bypass valve system. The main valve is interlocked with
the bypass valve such that it cannot be opened until the bypass
valve is fully open.
Disabled (default) – the interlock inputs are disabled –
interlocking is not available .
Enabled – Close and open interlock inputs are enabled –
interlocking is available and will be active in both local and
remote control. The actuator will not run in local or remote
control unless interlock signals are applied to the closed or the
open interlock input. If only one interlock is required, for example
an interlock to prevent closed operation, the open interlock must
be linked out.

IQ3 Status and Monitoring – Section: Settings 17

 2.3.2-2 Settings – Control – Remote – Control Source

Remote Control Introduction

Hardwired
Control Source In addition to standard hardwired control, the actuator can have
Positioning up to two remote control options fitted. For most remote control
Partial Stroke systems employed by end-users, only one control option is used.
Auxiliary Mask
For control systems using Analogue control only or where
Analogue
Analogue and Network (such as Modbus) control is used,
control (Hardwired/Analogue or Analogue/ Network) can be
user switched using the Manual/Auto input available with the
analogue option and the settings made in Control Source.
When Analogue and Network options are fitted and Analogue
is switched to control, the Network option fitted cannot control
Option Control
but will continue to report actuator status.
Ctrl Source 1 Analogue
Ctrl Source 2 Disabled The control source will be set by Rotork to the defaults
Ctrl Selection Source 1 required for the option(s) fitted. Refer to Table: Control
Options Fitted
Source Settings.
Analogue For analogue control, if both Manual (hardwired control
Disabled inputs) and Auto (analogue control) is to be used, the
Disabled control selection will require re-setting. If analogue
Disabled control only is required, the default settings for Control
Analogue Source will be correct. Refer also to 2.3.2-6.
Lost Sig Time (s) 0
Lost Signal Act. Off The control source is used to:
Signal Loss Pos. 0%
• Control Source 1/Source 2 - Associate standard Hardwired
1/19 control and fitted control option(s) to a source of control
(source 1 or source 2).
• Control Selection - Set which control source (1 or 2) has
The Control Source setting page shown above is an priority when Manual/Auto input is used to switch between
example of an actuator including an Analogue remote Analogue and Network option sources.
control option.
• Lost Signal - Determines the actuator response to a lost
The actuator display will indicate fitted options. analogue signal or network communication.
Refer to wiring diagram for options fitted.

Table: Control Source Settings

Options Control

Hardwired Analogue and Analogue

Settings Analogue Only Network Only
(no options) Hardwired and Network

Ctrl Source 1 Hardwired Analogue Analogue Network Analogue

Ctrl Source 2 Disabled Disabled Disabled Disabled Network
Hardwired/
Ctrl Selection Hardwired Ctrl Source 1 Ctrl Source 1 Source 1/Source 2
Source 1
Options Fitted
Disabled Analogue Analogue Network Network
Disabled Disabled Disabled Disabled Analogue
Disabled Disabled Disabled Disabled Disabled
Disabled Disabled Disabled Disabled Disabled

KEY: For "Network", display will indicate the fitted option(s): Pakscan/Profibus/Modbus/Foundation Fieldbus (FF)/HART.

18 IQ3 Status and Monitoring – Section: Settings

2.3.2-2 Settings – Control – Remote – Control Source continued

1/19 Control Source 1 8/19 to 19/19 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 source controlling
Source Settings. are lost.
There are 3 settings for determining the actuator response on
2/19 Control Source 2 loss of signal and these are common for all option types fitted.
Each group of 3 will be headed with the applicable option
Control Source 2 will be set by Rotork for standard hardwired type - example Analogue. For actuators including one control
control and/or the fitted remote Analogue or Network control option, settings 8/19 to 10/19 will be available and settings 11/19
option(s). Refer to Table: Control Source Settings. to 19/19 will be greyed out. For 2 options fitted, 8/19 to 13/19
will be available and so on up to 4 options. This instruction is
therefore common for as many options as are fitted.
3/19 Ctrl Selection

Control Selection is used to select the control source and if 8/19 Lost Signal Time
required for Analogue Option or Analogue with Network
options, allow hardwired switching between sources using the Sets the amount of time in seconds that a signal must be lost
Manual/Auto input before the set lost signal action takes place. Range 0 to 65
second:
Disabled – All remote control disabled. The actuator can only be
operated using the local controls. For the analogue option, time must be set to 0 seconds.

Hardwired – Remote control by hardwired inputs only. This To change, . The time set after which Lost signal
setting is the default for actuators with no option cards fitted. action will be implemented will be indicated.
If a Network option is fitted but is not required for
control, to select Hardwired. 9/19 Lost Signal Action
Source1 – Control by the option listed for Control Source 1 and
if a Network option, by its auxiliary mask control inputs if used, Sets the action implemented when the signal is lost:
refer to 2.3.2-5. Off (default) – The lost signal feature is disabled. An actuator
Hardwired/Source1 – Control available only when Analogue with Analogue control will run to the set low signal position. An
option is fitted. This mode enables the user to select between actuator with Network Control will stay at its current position
control by hardwired inputs or source 1 (Analogue) control by when communication is lost.
applying or removing a signal to the Manual/Auto input, refer to Stayput – If the actuator is not moving it will Stayput, if it is
wiring diagram. Manual will enable hardwired control and Auto moving it will Stop.
will enable Source1 control.
Close – The actuator will run to the Close Limit.
If an Analogue option is fitted and Manual/Auto switching
is required, to select Hardwired/Source 1. Open – The actuator will run to the Open Limit.

Source 1/Source 2 – Control by Analogue and a Network Position – The actuator will run to the mid-travel position set for
option only. This mode enables the user to select between Signal Loss Position, refer to 10/19.
Source1 (Analogue) and Source 2 (Network) control, by applying
To change, . The drop down list will close and
or removing a signal to the Manual/Auto input available with the
the selected action will be indicated.
Analogue option, refer to wiring diagram. Manual will enable
Source2 and Auto will enable Source1 control.
If an Analogue and Network options are fitted and 10/19 Lost Signal Position
Manual/Auto switching is required, to select
Source 1/Source 2. When the lost signal action is set to Position the actuator will
run to the mid-travel position set. Range is 0% (Closed Limit) to
100% (Open Limit). This control should be used if a lost signal
4/19 to 7/19 Options Fitted position in mid-travel is required.
Whenever the actuator is running under positioning mode, the
Not editable. Factory set for the Control options fitted. Up to
parameters in the Positioning menu will apply. Refer to 2.3.2-3.
4 options can be fitted and will be indicated in the list. Unused
allocations will be set to Disabled. To change, . The slider control will indicate the
mid-travel position the actuator will move to when the
If a control option is fitted after manufacture, the allocation will control/network signal is lost.
be set to the fitted option type by Rotork Service. Where the
user upgrades an actuator to include a new control option using
a kit supplied by Rotork, this must be set before the Control
mode settings can be made. Contact Rotork for access.

IQ3 Status and Monitoring – Section: Indication Contacts 19

 2.3.2-3 Settings – Control – Remote – Positioning

Remote Control 1/5 Deadband

Hardwired
Control Source Range 0% - 25.5%. Default setting: 5%.
Positioning
Partial Stroke Affects positioning accuracy as a response to the process
Auxiliary Mask control system desired value (DV) signal position. A smaller
Analogue
deadband increases accuracy, however the widest deadband
should be set whilst maintaining good control in order to protect
the mechanical valve from excessive wear and/or to keep the
actuator within its electrical rating.
Deadband setting should be combined with 2/5 Hysteresis
setting. The actuator will run towards the DV position until the
Positioning
actual position is within the set deadband minus the hysteresis
Deadband 5%
setting. This has the effect of the actuator stopping nearer to the
Hysteresis 2% DV position. The actuator will not restart unless it overshoots and
Inhibit Time (s) 2 runs outside the deadband or a new command places the new
Low Signal Pos. 0% desired position outside the deadband. Refer to figure 2.3-1.
High Signal Pos. 100%
To change, . The slider control will indicate the
1/5 deadband setting.

The Positioning option settings page with its default 2/5 Hysteresis
settings is shown above.
Range 0% - 25.5%. Default setting: 2%.
Applicable for Analogue and HART control options
and for all Network control options where positioning Affects positioning accuracy as a response to the process control
control is required. Settings are used to tune the actuator system desired value (DV) signal position. A larger Hysteresis
positioning response. setting will increase accuracy but the value set must not be
greater than that set for Deadband.
• Deadband and Hysteresis are combined to set positioning
Hysteresis setting should be combined with 1/5 Deadband
accuracy.
setting. The actuator will run towards the DV position until the
• Inhibit Time is used to set a dwell in the actuators response. actual position is within the set deadband minus the hysteresis
setting. This has the effect of the actuator stopping nearer to the
• Low/High Signal Position sets the range of the valve stroke DV position. The actuator will not restart unless it overshoots and
where positioning is required. runs outside the deadband or a new command places the new
desired position outside the deadband. Refer to figure 2.3-1.

To change, . The slider control will indicate the

hysteresis setting.

3/5 Inhibit Time

Range 0 – 255 seconds. Default setting: 5 seconds.

Sets a delay after the actuator stops as a result of reaching a
position consistent with a new DV position. For the period set,
the actuator will not respond to a change in DV. Inhibit time
is used to prevent unwanted operation as a result of a rapidly
oscillating or fluctuating DV signal or to slow actuator response
in order to protect the mechanical valve from excessive wear
and/or maintain actuator within its electrical rating.

To change, . The time set will be indicated.

20 IQ3 Status and Monitoring – Section: Settings

2.3.2-3 Settings – Control – Remote – Positioning continued

4/5 Low Signal Pos 5/5 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 analogue signal is applied for Analogue control or for a 100%
0% position command for Network options. Normally this will position command for Network options. Normally this will be set
be set at Closed Limit position (0%), however if positioning is at Open Limit position (100%), however if positioning is required
required over a reduced portion of full valve travel, for example, over a portion of full valve travel, for example, to increase
to prevent full closure where valve throttling is required. positioning resolution for a butterfly valve where positioning is
required from Closed Limit position to 60% open position.
To change, . The slider control will indicate the
position the actuator will move to when the low signal is To change, . The slider control will indicate the
applied. position the actuator will move to when the high signal is
applied.

DV

47% 48% 49% 50% 51% 52% 53%

Close Open

Hysteresis = 1%

Deadband = 3%

Figure 2.3-1 Example of Hysteresis and Deadband

Example: An actuator set with a 3% deadband and a 1% The Deadband setting will be determined by the accuracy of
hysteresis and a control system new Desired Value (DV) of 50% control required and valve overrun. Overrun is a factor of valve
will come to rest between 48% and 53% when moving from and actuator inertia dependent on mass, speed, valve stiffness
a position less than 47%, and between 52% and 47% when and friction
moving from a position greater than 53%.

IQ3 Status and Monitoring – Section: Indication Contacts 21

 2.3.2-4 Settings – Control – Remote – Partial Stroke

Remote Control 2/6 From Limit

Hardwired
Control Source
Selects the start/finish limit position for the partial stroke test.
Positioning
Partial Stroke Open (default) – The partial stroke test will start from the Open
Auxiliary Mask Limit position, move close to the position set for 3/6 To Position
Analogue and then return to the Open Limit position.
Close – The partial stroke test will start from the Closed limit
position, move open to the position set for 3/6 To Position and
then return to the Close Limit position.

To change, . The checkbox will indicate partial

Partial Stroke stroke start/finish position.
Enable Yes No
From Limit Open Close
3/6 To Position
To Position 95%
Out Time (s) 60
Return Time (s) 60
Range 0% (closed) to 97% Open
Test Selects the intermediate position for the partial stroke test.
1/6
Sets the position in valve stroke to where the actuator will move
when a partial stroke test is initiated. For example a test starting
Partial Stroke is a standard feature. The default settings at Open Limit with a To Position of 70% set, will move from
are shown above. Open Limit to 70% open and then return to the Open Limit. A
minimum of 3% travel is required to adequately perform the
Partial stroke testing is used to demonstrate the operational partial stroke test.
integrity of the valve and actuator by moving over a set portion
To change, . The slider control will indicate the
of valve stroke. In addition, partial stroking may be used
position the actuator will move to for the partial stroke
to exercise infrequently operated valves to help keep them
test.
mechanically free. Partial stroke test can only be initiated from,
and when, the actuator is at the set From Limit position.
4/6 - 5/6 Out Time - Return Time
A partial stroke test may be initiated by a remote 'partial stroke'
signal applied to the open inerlock*, a network command
(network option fitted) or using the 'test' control on the partial Range 0 to 3600 seconds
stroke page. For IQ actuators out time and return time must be set to the
*Interlocks must be set to partial stroke, refer to 2.3.2-1 same time. They are used to ensure that the partial stroke test
interlocks. is completed in a quantified period of time. Alarms can be set
to indicate a failure in meeting the set time, indicating a valve
Partial stroke tests results (torque and pass/ failures status) are problem.
captured by the datalogger.
Measure or calculate the time to complete the set partial stroke
Partial stroke operation, pass and failure can be indicated by the test. Add 10% to this value then half it. The resulting time should
S contacts, refer to 2.2.1. be entered into both Out Time and Return Time.

To change, . The set partial stroke out/return

1/6 Enable time will be indicated.

No (default) – Partial stroking testing is disabled

6/6 Test
Yes – Partial stroke testing is enabled.

To change, . The checkbox will indicate partial To initiate a partial stroke test using the Setting Tool, the
stroke test status. actuator must be set to Local control using the red selector and
at the limit position set for 2/6 From Limit.

To initiate a partial stroke test, . The partial stroke test

will be initiated as set.

22 IQ3 Status and Monitoring – Section: Settings

2.3.2-5 Settings – Control – Remote – Auxiliary Mask

Remote Control Auxilary Input Setup

Hardwired
Input Auxiliary 1 Auxiliary 2 Auxiliary 3 Auxiliary 4
Control Source
Positioning Stop/
Control Open Close ESD
Partial Stroke Maintain
Auxiliary Mask
Analogue Indication Dig Dig Dig Dig

Contact Type Contact 1 Contact 2 Contact 3 Contact 4

Normally
N/O N/O N/O N/O
Open
Normally
Auxiliary Mask N/C N/C N/C N/C
Closed
Auxiliary 1 Dig In Open
Contact 1 N/O N/C
Auxiliary 2 Dig In Close A normally open contact is considered to be in the active
Contact 2 N/O N/C state when the contact is closed. A normally closed contact is
Auxiliary 3 Dig In Maint. considered to be in the active state when the contact is open.
Contact 3 N/O N/C
Auxiliary 4 Dig In ESD Using Auxiliary 1 and Contact 1 as an example:
Contact 4 N/O N/C

1/8 1/8 Auxiliary 1

Refer to Auxilary input setup.

The Auxiliary Mask settings page is shown above with
default settings visible. Dig in (default) - Network option will report digital input status:
1 or 0
Introduction Open - Hardwired open command signal is required. Use auxilary
2 to 4 for close, stop/maintain and ESD.
When a Network option is fitted (Pakscan/Profibus/Modbus/
Foundation Fieldbus or HART) a facility to accept 4 auxiliary To change the settings use, . The checkbox will
inputs is available. Auxiliary inputs can be set as supplementary indicate the set Auxiliary 1 input function.
control for the actuator (open, close, stop/maintain or ESD) or
as digital indication inputs whose status is reported over the
2/8 Contact 1
option network. It is also possible to have a combination of both
supplementary remote control and digital inputs to provide, for
example, open and close control as well as a high and low tank Refer to Auxilary input setup.
level alarm indication from external level transducers. N/O (default) - A normally open contact is used to derive input.
Auxiliary inputs are in addition to the standard control and N/C - A normally closed contact is used to derive input.
feedback features incorporated into a Network option. Auxiliary
inputs are connected to the standard Open, Close, Stop/maintain To change the settings use, . The checkbox will
and ESD inputs. Refer to wiring diagram. indicate the set Contact 1 input type.

NOTE: If the analogue option and a Network option are fitted

and hardwired ESD control is required (Auxiliary 4 set to ESD),
ensure Auxiliary contact 4 setup is matched to the ESD when
signal setting. Refer to 2.4 ESD.
The Auxiliary Mask page allows the user to setup the 4 auxiliary
inputs as supplementary control, indication or a combination
of both. Each auxiliary input can be set for the type of contact
connected. Refer to Auxilary input setup.

IQ3 Status and Monitoring – Section: Settings 23

 2.3.2-6 Settings – Control – Remote – Analogue Option

Remote Control 4/6 Manual-Auto

Hardwired
Control Source
With the Analogue control option it is possible to have Manual/
Positioning
Auto control by a user supplied remote switch selection:
Partial Stroke
Auxiliary Mask Analogue and
Analogue Option
Analogue Network Options
Fitted
fitted
Manual Open/Stop/Close Network
Auto Analogue Analogue

Analogue When Analogue and Network options are fitted and Auto is
Signal Type mA Volts selected, the Network option fitted will continue to report
Signal Range 20mA actuator status.
Invert On Off
Manual-Auto On Off
Hardwired ESD is available in both Manual and Auto.
When applied, ESD will override all other control signals.
Set Low Signal
Refer to 2.4 ESD.
Set High Signal

1/6 For Manual auto control, refer to wiring diagram and

referenced RWS diagram.
The Analogue option settings page is shown above with OFF (default) – Manual/Auto control is not used. Actuator will
its default settings. Analogue is a control option. be controlled by the analogue signal. Where a network option is
also fitted, the network option will report actuator status only.
The Analogue menu item and its associated settings page will On – Actuator can be controlled by hardwired contacts or the
only be shown when the Analogue option is fitted. Check wiring Network (as applicable) or by the analogue signal.
diagram. The Analogue option setting page allows the option to
be set for the applied signal type and range and to be calibrated To change the settings use, . The checkbox will
to the signal low and high values. indicate the set Manual/Auto mode.
For Analogue option; deadband, hysteresis and
positioning settings, refer to 2.3.2-3. 5/6 Set Low Signal

1/6 Signal Type The actuator must be calibrated to the Low analogue signal
value. By measuring this signal it will then be able to control the
actuator by moving it to the Set Low Signal position, refer to
mA (default) – Set for current (mA) analogue control signal.
2.3.2-3 Positioning.
Volts – Set for voltage analogue control signal.
APPLY THE LOW ANALOGUE SIGNAL and select .
To change, . The checkbox will indicate the set The signal will be measured and set as the Low signal
analogue signal type. position value.

2/6 Signal Range 6/6 Set High Signal

Available ranges: 5 mA, 10 mA or 20 mA (default) or 5 V, 10 V The actuator must be calibrated to the High analogue signal
or 20 V range for voltage control. For analogue signal using a value. By measuring this signal it will then be able to control the
4 mA to 20 mA range, set 20 mA. actuator by moving it to the Set High Signal position, refer to
2.3.2-3 Positioning.
To change, . The drop down list will close and
the selected range will be indicated. APPLY THE HIGH ANALOGUE SIGNAL and select .
The signal will be measured and set as the High signal
position value.
3/6 Invert

Off (default) – Low analogue signal will move the actuator in a

closing direction – High opening.
On - High analogue signal will move the actuator in a closing
direction – Low opening.

To change, . The checkbox will indicate the set

analogue signal action.

24 IQ3 Status and Monitoring – Section: Settings

2.3.2-7 Settings – Control – Remote – Pakscan

Remote Control 1/8 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 01 – 240.
Modbus
Extra I/O To change, . The set address will be indicated.

2/8 Baud rate

The actuator Pakscan Field Control Unit option must be set

Pakscan to the loop baud rate. For a Pakscan 2-wire control loop the
Address 1 selected baud rate must be common in the master station and all
Baud Rate 1200
the field units included in the loop. Changes made to baud rate
Position
will take effect immediately. The baud rates selectable using the
drop down list box are 110, 300, 600, 1200, 2400.
Update Time (s) Disabled
Deviation Disabled To change, . The drop down list will close and
Torque the selected baud rate will be indicated.
Update Time (m) 1

Deviation Disabled
Position
Filter Manual Auto

Valve Travel Time 1000 3/8 Update Time (s)

1/8
Range 0 (disabled) to 255 seconds.
The Pakscan Control option settings page is shown above Set when mid-travel positioning control is required. Update Time
with its default settings. Pakscan is a control option – refer in seconds is set for a period for updating the master station
to wiring diagram. with position data. Refer also to 4/6 Deviation. The valve position
will be reported at time intervals equating to the set Update
Depending on the Pakscan control scheme, other related settings Time. If the FCU updates on deviation whilst the valve is moving
may be required, refer also to: then the update time should be set to approximately 10 times
the loop scan time. If the actuator is not used for mid-travel
2.3.2-3 Positioning positioning (i.e. isolating duty), then the Update Time should be
2.3.2-5 Auxiliary Mask. turned off by setting it to zero (Disabled).

To change, . The set Position Update time in

seconds will be indicated.

4/8 Deviation (%)

Range 0 (disabled) to 255 seconds.

Set when mid-travel positioning control is required. Deviation
is set for the amount of change that has to occur before the
position data is reported to the master station. Whilst the valve
is in motion reports about its position will be made each time
the position changes by more than the Deviation setting. The
recommended value is 5% where positioning data is required. If
the actuator is not used for mid-travel positioning (i.e. isolating
duty), then the Deviation should be turned off by setting it to
zero (Disabled).

To change, . The set Position Deviation % will

be indicated.

IQ3 Status and Monitoring – Section: Settings 25

 2.3.2-7 Settings – Control – Remote – Pakscan continued

Torque

5/8 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.

To change, . The set Torque Update time in

seconds will be indicated.

6/8 Deviation

Range 5% to 99%. Setting below 5 will indicate

“Disabled”.
Set for the amount of change in actuator measured torque that
has to occur before torque data is reported to the master station.
During valve travel, torque reporting will be made each time
the torque changes by more than the Deviation setting. Where
continuous torque data is required the recommended value is
5%. If torque data is not being used then the deviation should
be set to Disabled.

To change, . The set Torque Deviation % will be

indicated.

7/8 Filter

Set to enable or disable auto reporting of the historical torque

logs.
Auto - The Pakscan option will automatically report the 6
historical torque logs for each direction once the actuator
has stopped at a limit. The historical log will contain the
instantaneous value of torque for both closing and opening
torque logs.
Manual – The historical torque logs are not automatically
updated. Historical logs are read on demand using a master
station command. In Manual, the historical logs will contain the
averaged (or filtered) torque logs i.e. the logs from the actuator
average torque logs.

To change, . The checkbox will indicate the set

Torque Log Filter mode.

8/8 Valve Travel Time

Range 0 to 18000 seconds.

Valve travel Time should be set to a value 10% greater than the
actual valve travel stroke time (i.e. open to close). If the valve
travel time is exceeded an alarm will be raised via the Pakscan
Network.

To change, . The set Valve Travel Time will be

indicated.

26 IQ3 Status and Monitoring – Section: Indication Contacts

2.3.2-8 Settings – 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 that can be switched in or out of the circuit.
Modbus
Extra I/O Off (default) - Termination resistors switched out.
On – Termination resistors switched in.

To change, . The checkbox will indicate the set

termination mode.

Profibus
Address 126 5/6 Redundancy
GSD Param. Yes No
Termination1 On Off Used for dual Profibus option (redundant) only. Refer to wiring
Termination2 On Off diagram.
Redundancy Flying System System (default) - System redundancy implies that there are 2
Extended Diag. Yes No completely separate Profibus highways in the network system
1/6 and that each highway is connected to one of the Profibus
channels, in this mode the address of both Profibus channels are
identical.
The Profibus Control option settings page is shown above
with its default settings. Profibus is a control option and Flying - Flying redundancy implies that there is 1 highway that
is available in single or dual versions – refer to wiring is connected to both channels, in this mode the addresses of the
diagram. channels must be different to avoid both channels responding to
the same message. In flying redundancy channel 2 address will
Depending on the Profibus control scheme, other related settings be channel 1 address plus 64.
may be required, refer also to:
To change, . The checkbox will indicate the set
2.3.2-3 Positioning redundancy.
2.3.2-5 Auxiliary Mask
6/6 Extended Diagnostics
1/6 Address
Used for dual Profibus option (redundant) only. Refer to wiring
diagram.
The actuator Profibus module must be allocated an address
unique in the Profibus system. Changes made to the address will The slave redundancy specification from the PNO describes
take effect immediately. The range of address is 01 – 126 (default Extended diagnostics that are available in the redundant card.
126). Refer also to 5/6 Redundancy. These messages describe (for example) the state of the backup
channel. Diagnostics messages can be turned on and off
To change, . The set address will be indicated. depending on the capabilities of the PLC to which the module is
connected.
2/6 GSD Parameter No (default) - Diagnostic messages turned off.

If the user parameterisation data is to be setup using FDT, EDDL Yes - Diagnostic messaging turned on.
or the actuators menu, setting this menu item to ‘No’ will ensure To change, . The checkbox will indicate the set
that the user parameterisation data sent to the Profibus card extended diagnostic mode.
during the parameterisation of the Profibus network with the
GSD file will be ignored and settings previously made will not be
overwritten. As default this is ‘Yes’ to ensure that the Profibus
card will be parameterised by the GSD user parameterisation
data.
Yes (default) – Parameterisation by GSD file is enabled.
No – Parameterisation by GSD file is disabled.

IQ3 Status and Monitoring – Section: Settings 27

 2.3.2-9 Settings – Control – Remote – HART

Remote Control 4/5 Lower range

Analogue
Pakscan Range 0% to 100% open positions.
Profibus
HART Used to set the position the actuator will move to when the low
Modbus analogue signal is applied for HART control. Normally this will
Extra I/O
be set at Closed Limit position (0%), however if positioning is
required over a reduced portion of full valve travel, for example,
to prevent full closure where valve throttling is required.

To change, . The slider control will indicate the

position the actuator will move to when the HART low
signal is applied.
Pakscan
Address 0
Set Low Signal 5/5 Upper Range
Set High Signal
Lower Range 0 Range 0% to 100% open positions.
Upper Range 0
Used to set the position the actuator will move to when the
1/5 High analogue signal is applied for HART control. Normally this
will be set at Open Limit position (100%), however if positioning
The HART Control option settings page is shown above is required over a portion of full valve travel, for example, to
with its default settings. HART is a control option – refer increase positioning resolution for a butterfly valve where
to wiring diagram. positioning is required from Closed Limit position to 60% open
position.
For HART control option, other related settings are required, To change, . The slider control will indicate the
refer also to: position the actuator will move to when the HART high
2.3.2-3 Positioning signal is applied.

2.3.2-5 Auxiliary Mask

1/5 Address

The HART option must be allocated an address unique in the

HART system. Changes made to this parameter will take effect
immediately. The range of address is 0 – 240 (default 0).

To change, . The set address will be indicated.

2/5 Set Low Signal

The actuator must be calibrated to the Low analogue signal

value. By measuring this signal it will then be able to control the
actuator by moving it to the Set Low Signal position, refer to
2.3.2-3 Positioning.

APPLY THE LOW ANALOGUE SIGNAL and select the

signal will be measured and used to send the actuator to
the set Low signal position.

3/5 Set High Signal

The actuator must be calibrated to the High analogue signal

value. By measuring this signal it will then be able to control the
actuator by moving it to the Set High Signal position, refer to
2.3.2-3 Positioning.

APPLY THE HIGH ANALOGUE SIGNAL and select the

signal will be measured and used to send the actuator to
the set High signal position.

28 IQ3 Status and Monitoring – Section: Settings

2.3.2-10 Settings – Control – Remote – Modbus

Remote Control 3/6 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 57600, 115200.

To change, . The drop down list will close and

the selected baud rate will be indicated.

4/6 Parity/Stop
Modbus
Address 247
Termination On Off
Where Modbus parity bit detection is used, the module must
Baud Rate 9600
be set with the same parity settings as the host. The choices of
parity are None, Even, Odd. This item also allows selection for
Parity/Stop None/1 stop
the number of stop bits as 1 or 2. The choices for stop bits are 1
Second Address 247
or 2. The drop down box requires selection of the parity and stop
Control CH1 Ctrl Ch2 Ctrl
bits together.
1/6
To change, . The drop down list will close and
the selected parity and stop bit will be indicated.
The Modbus Control option settings page is shown above
with its default settings. Modbus is a control option and
5/6 Second Address
is available in single or dual versions – refer to wiring
diagram.
Used for dual Modbus option (redundant) only. Refer to wiring
diagram.
Depending on the Modbus control scheme, other related settings
may be required, refer also to: A dual Modbus card has 2 channels available for connection to
separate or the same highway(s). The second channel address is
2.3.2-3 Positioning
setup with this setting. It may be identical or different to the first
2.3.2-5 Auxiliary Mask channel depending on the requirement of the system.

To change, . The set second address will be

1/6 Address indicated.

The Modbus option must be allocated an address unique in the 6/6 Control
system to which it is attached. Changes made to this parameter
will take effect immediately. The address range is 01 – 247
Not editable. For dual Modbus option (redundant) Only.
(default 247).
Refer to wiring diagram.
To change, . The set address will be indicated.
Setting will indicate that control is available on both channels
1 and 2.
2/6 Termination

Modbus networks require termination resistors at each end

of the highway. The Modbus option has a passive (120 Ohm)
termination resistor (2 for dual) built in that can be switched in or
out of the circuit.
Off (default) - Termination resistor(s) switched out.
On – Termination resistor(s) switched in. In a dual channel
Modbus option, when On is selected the termination resistors
will be switched in for both channels).

To change, . The checkbox will indicate the set

termination mode.

IQ3 Status and Monitoring – Section: Settings 29

 2.3.2-11 Settings – Control – Remote – Extra I/O

Remote Control
Hardwired
Control Source
Positioning
Partial Stroke
Auxiliary Mask
Analogue
Pakscan
Profibus
HART
Modbus
Extra I/O

The Extra I/O option is planned for introduction in the

second quarter of 2013. Instructions will be provided when
the option is implimented.

30 IQ3 Status and Monitoring – Section: Settings

2.3.3 Settings – Control – Interrupter Timer Option

Settings To change the settings use, . The checkbox will

Limits indicate the selected Interrupter Timer start limit.
Indication
PLEASE NOTE that when the start limit is set to close, the
Control
shaded area of the slider control for Pos1 and Pos2 will be
ESD
the timed section. When the start limit is set to open, the
Security
un-shaded area of slider control for Pos1 and Pos2 will be
Defaults
the timed section.

2/6 Pos1

The position where the Interrupter Timer will start/stop timed

operation in the closing direction. If timed operation is not
required in the close direction (actuator runs at normal speed),
Control
set to 0% when 1/6 is set to Close and 100% when 1/6 is set to
Local
Open.
Remote
Interrupter Timer
3/6 Pos2

The position where the Interrupter Timer will start/stop timed

operation in the opening direction. If timed operation is not
required in the open direction (actuator runs at normal speed),
Positioning
set to 0% when 1/6 is set to Close and 100% when 1/6 is set to
Open.
Start Open Close
Pos1 50% To change the settings use, . The slider control
Pos2 50% will indicate the selected start/stop.
On Time (s) 2
Off Time (s) 2 Example: To prevent hydraulic shock the valve must be closed
Effect. Speed % 50 slowly and therefore timed operation is required from the 25%
open position to Closed Limit. Timed operation is not required at
1/6
all when opening, the actuator will run at normal speed for the
complete opening valve stroke
The Interrupter Timer is an optional extra. When enabled, Set:
it will be included in the control menu.
Start – Close
To enable the Interrupter Timer contact Rotork.
Pos1 – 25%

Introduction Pos2 – 0%.

The Interrupter timer allows the valve operating time to be

4/6 On Time (s)
increased. This is used, for example, to prevent hydraulic shock
("water hammer") when closing or to prevent surges when
opening a valve. The interrupter Timer is active in both local and This is the actuator run time during timed operation. Range 2 to
remote control. It may be overridden during an ESD operation, 100 seconds.
refer to 2.4
The IQ is a single speed machine so to slow the valve operating 5/6 Off Time (s)
time the timer stops and starts the actuator automatically –
timed operation. The timer can be set to operate over all, or a This is the actuator pause time during timed operation. Range 2
portion of the closing and/or opening strokes. to 3600 seconds.

To change the settings use, . The on/off times

1/6 Start set will be indicated.
WARNING! To minimise wear to the actuator, it is
Timed operation start position advisable to limit the number of start/stops set with the
Close (default) – Timed operation to and from the Closed Limit. interrupter timer function. Using longer durations for On
The interrupter timer will start timed operation in the closing and Off times can achieve the specified valve operating
direction at the position set for Pos1 and stop timed operation in time whilst reducing the number of starts required to
the opening direction at the position set for Pos2. achieve it.

Open – Timed operation to and from the Open Limit. The

interrupter timer will start timed operation in the opening 6/6 Effective speed
direction at the position set for Pos2 and stop timed operation in
the closing direction at the position set for Pos1. Non-editable. Automatically indicates the effective speed of the
acuator over the timed portion(s) for the set on and off times.

IQ3 Status and Monitoring – Section: Settings 31

 2.4 ESD

Settings ESD Action

Limits
Indication 1/7 Direction
Control
ESD
Close – Under ESD control the actuator will close. It will not
respond to local or remote open or closed signals.
Security
Defaults Stayput (default) – Under ESD control the actuator will Stop if
running or Stayput in its current position. It will not respond to
local or remote open or closed signals.
Open – Under ESD control the actuator will open. It will not
respond to local or remote open or closed signals.
Off – ESD input is disabled. ESD is not available
ESD Action To change, . The drop down list will close and
Direction Off the selected ESD action will be indicated.
ESD when signal Applied
ESD Network Disable
Net Disable On Off 2/7 ESD when signal
ESD Override
Applied (default) – ESD will be active when the control signal is
Stop Yes No
applied to the ESD input – Normally open (N/O) contact making.
Interlocks Yes No
Timer Yes No Removed – ESD will be active when the signal is removed from
Thermostat Yes No the ESD input - Normally closed (N/C) contact breaking.
1/7 Note: If the analogue option and a Network option are
fitted and hardwired ESD control is required, ensure
the 'ESD when signal' set matches that set for Auxiliary
Emergency Shut Down (ESD) is a standard feature.
contact 4. Refer to 2.3.2-5 Auxiliary Mask.

Refer to actuator wiring diagram.

ESD Network Disable
Control under an ESD control signal has higher priority than local
or remote open/closed signals. For ESD, the control signal must 3/7 Net. Disable
be maintained for the duration of the ESD action required.
When a Network option is fitted (refer to 2.3.2), the ESD input
ESD control will operate under both the Local and Remote can be set to disable Network control, the Network option fitted
control selection. ESD can also be set to operate an actuator will report status only.
selected to Local stop, refer to ESD Override - 4/7.
Off (default) – The ESD input is set for ESD control.
On – The ESD input is set for Network disable.

To change, . The checkbox will indicate ESD/

Network Diable status.

ESD Override
ESD can be set to override local Stop selection, active interlocks,
Interrupter Timer and motor thermostats.

4/7 Stop

ESD override local stop selection.

No (default) – ESD action is not available when the actuator is
selected to stop using the local/stop/remote selector.
Yes – ESD action is available when the actuator is selected to
stop on the local/stop/remote selector.

WARNING: In this mode, when under ESD control,

setting "Stop" on the red selector will not prevent
operation under ESD control. The valve and actuator
can operate. Consideration should be given to providing
warning signs and control system information. In all
circumstances, "Stop" selection cannot be considered as a
safety lockout – always isolate the electrical supply to the
actuator during valve or actuator maintenance.

To change, . The checkbox will indicate ESD

override local stop status.

32 IQ3 Status and Monitoring – Section: Settings

2.4 ESD continued

5/7 Interlocks 7/7 Thermostat

External interlocks can be used to prevent operation of the The IQ motor includes two embedded thermostats. Should
actuator until a certain process condition is met. Refer to 2.3.2-1 the duty cycle of the actuator be exceeded and the motor
If interlocks are being used, ESD can be set to override them. temperature rises to that that of the thermostat trip temperature,
the motor will be de-energised and the actuator will stop. On
No (default) – ESD action cannot override active interlocks. cooling, the thermostats will automatically reset and the actuator
Yes – ESD action will override active interlocks. can be returned to operation.

WARNING: In this mode, when under ESD control, WARNING - Actuators certified for use in Hazardous
the process or safety interlocks may be overridden. Areas. If the thermostats are bypassed during ESD,
Consideration should be given to providing warning signs hazardous area certification is invalid. Users must carry
and control system information. In all circumstances, active out their own risk assessment. Due to this requirement,
interlocks on cannot be considered as a safety lockout – an internal physical link must also be set to bypass
always isolate the electrical supply to the actuator during thermostats. Setting 7/7 alone to Yes will not bypass the
valve or actuator maintenance. thermostats. Contact Rotork.

To change, . The checkbox will indicate ESD ESD action can be set to override tripped thermostats
override interlock status. providing an internal physical link is also set:
No (default) – ESD action cannot override the thermostats.
6/7 Timer Yes – ESD overrides tripped thermostats. Under ESD control,
should the motor temperature rise and trip the thermostats, ESD
ESD override the interrupter time (if enabled). operation will continue.
The Interrupter timer option allows the valve operating time
To change, . The checkbox will indicate ESD
to be increased. This is used, for example, to prevent hydraulic
override thermostats status.
shock (water hammer) when closing or to prevent surges when
opening a valve. The interrupter Timer is active in both local and
remote control, refer to 2.3.3.
No (default) – ESD action cannot override the interrupter Timer.
Under ESD control, the timer will remain active and the valve
operating time as controlled by the Interrupter Timer is set.
Yes – ESD overrides the interrupter Timer. Under ESD control, the
timer will be overridden and the actuator will run continuously to
the set ESD position at normal speed.

WARNING: In this mode when under ESD control,

process conditions requiring slow operation may be
compromised. Consideration should be given to providing
warning signs and control system information.

To change, . The checkbox will indicate ESD

override interrupter timer status.

IQ3 Status and Monitoring – Section: Indication Contacts 33

 2.5 Security

Settings 2/4 Change Password

Limits
Indication The default Password is ROTORK, 2/4 Change Password will
Control indicate: Default.
ESD
This can be changed to a new password selected by the user.
Security
Defaults To set a user selected Password press . The Change Password
display will be shown.

Bluetooth
High: Infra Red Initiation only
Password
Change Password Default
Re-Enter Password
Lost Code L81L18

Enter user selected Password:

Use to highlight new password entry box and press

1/4
Use to scroll through alphabet and numbers and display
required character.
Sets Bluetooth communication and Password security
Use to move to next character
levels. The default settings are shown above.
Use to delete the previous character
1/4 Bluetooth® Use when selected password is complete

Low: Discover always – The actuator is available and

Navigate to the OK button using . Press
searchable for Bluetooth communication using a PC running
Insight2 at all times. This setting provides convenient connection The user selected password is now active. Refer to 1.3.
when Insight2 is used. Communication with the Bluetooth
Setting Tool is available. 2/4 Change Password will then indicate: User

Medium: Discover in Local and Stop – The actuator is The Lost Code characters will change. Refer to 4/4 Lost Code.
available and searchable for Bluetooth communication using a
PC running Insight2 when it is selected to Local or Stop using 3/4 Re-Enter Password
the red selector. Connection is unavailable in Remote. The Local/
Stop/Remote selector can be padlocked in all three positions. The Re-enter Password control is used when high level access
Communication with the Bluetooth Setting Tool is available. is required by Rotork Service or by a user requiring a high level
High: Infra Red Initiation only (default) – The actuator is not access in order to make other settings available. Contact Rotork
available or searchable for Bluetooth communication using a PC for user high level password.
running Insight2. Communication with the Bluetooth Setting Tool Enter the provided higher access level password, refer to 1.3
is available using the quick connect method. Refer to 1.2.
Once correctly entered, access to high level settings as indicated
Very High: Disabled. Infra Red only – All Bluetooth in this manual will be made available.
communication is disabled. Communication is by infra-red
commands from the Setting Tool only. Refer to 1.2.
4/4 Lost Code
Note. If requested, the user required Bluetooth security
level can be set and made non-editable by Rotork. Non editable. Lost Code is used if a user password has been set
Contact Rotork. and then lost or forgotten.
To change, . The drop down list will close and Contact Rotork quoting the code as read from the display. After
the selected Bluetooth security level will be indicated. caller verification, Rotork can then provide the user set password.

34 IQ3 Status and Monitoring – Section: Indication Contacts

2.6 Defaults

Settings 2/3 Copy

Limits
Indication High level access only. Refer to 2.5 Security.
Control
Once satisfactorily commissioned and tested, the current
ESD
settings can be copied to become the new default settings. In
Security
future, restoring the default settings will return the actuator
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, . A warning will

be given, to continue .
Settings
Restore Default Settings
The current settings shown on each setting page will be
copied to defaults.
Copy Current to Default
Limits
Restore Factory Limits
Limits

3/3 Restore

3/3
This setting will restore the factory set limit positions and
position the actuator at 50% open. Factory limits: 25 output
turns between Closed and Open Limit positions.

Allows default settings and factory set limits to be To restore the default Limits, . A warning will be given,
restored. to continue .

Settings Closed and Open Limits must be reset to the valve.

Refer to 2.1
1/3 Restore

All IQ functions are configured to a set of Rotork default settings

before despatch. If requested at time of order, alternative user
specified settings will be set.
When valve maker and site commissioning takes place, entered
settings overwrite the factory default settings and will be the
current settings used in operation along with the remaining
unadjusted defaults.
Should difficulty be encountered during commissioning
the default settings can be restored, returning the actuator
configuration to its default settings.
Standard default settings are indicated in this manual.

To restore the default settings, . A warning will be

given, to continue .

All settings must then be checked/set as required for

valve operation and process control/indication.

IQ3 Status and Monitoring – Section: Indication Contacts 35

 3. Status 3.1 Status – Control

Status screens on the IQ3 display are provided to assist Status

diagnostics. The displayed information is live data taken from Control
the main datalogger processor and can be used to view control Alarms
signals, alarms, movement and internal diagnostic data. Movement

Refer to section 1.2 for connecting to the actuator. Once Indication

connected, navigate to the main icon menu and using the four Diagnostics
directional arrows, highlight and select the Status Icon:

Open Limit

Control
Local
Remote Hardwired
Remote Source 1
Remote Source 2

3. Status menu Page

3.1 Control 34
3.1.1 Local 35
3.1.2 Remote Hardwired 36
Local
3.1.3 Remote Source 1 37 Open

3.1.4 Remote Source 2 37 Close

Stop
3.2 Alarms 38 Local

3.3 Movement 39 Remote

Field Sense
3.4 Indication 40
3.5 Diagnostics 41

36 IQ3 Status and Monitoring – Section: Status

3.1.1 Status – Control – Local

Control 5/6 Remote

Local
Remote Hardwired Displays the current Remote signal status. When active this
Remote Source 1 indicates that the local controls have been set to remote and a
Remote Source 2 remote control signal is being received.
When the local controls have been set to remote, the control
signals from remote hardwired controls and remote sources 1
and 2 will operate the actuator. Any local control signals received
will not operate the actuator while the local controls are set to
remote.

6/6 Field Sense

Local Field Sense is activated whenever an excess magnetic field is
Open detected in addition to the control selector magnets. This could
Close indicate a high magnetic field in the near vicinity, which may
Stop affect local control operation.
Local
Remote
Field Sense

Local Control Status

This screen displays the signal statuses from each of the local
controls. As the local controls are operated the corresponding
signals are produced. The checkbox indicates a signal is being
received, which is useful in testing the operation of the local
controls. Movement may occur during testing of the local
controls. If this is not desired, select STOP on the local selectors.
To scroll through this information use .

1/6 Open

Displays the current Local Open signal status. When active this
indicates the local controls have been turned to open and a local
control open signal is being received.

2/6 Close

Displays the current Local Close signal status. When active this
indicates the local controls have been turned to close and a local
control close signal is being received.

3/6 Stop

Displays the current Local Stop signal status. When active this
indicates the local controls have been set to stop and a local
control stop signal is being received.
When the local controls have been set to stop the actuator will
not move to position regardless of the local or remote control
signals it receives.

4/6 Local

Displays the current Local signal status. When active this

indicates the local controls have been set to local and a local
control signal is being received.
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. Any remote control signals
received will not operate the actuator while the local controls are
set to local.

IQ3 Status and Monitoring – Section: Status 37

 3.1.2 Status – Control – Remote Hardwired

Control 4/6 Maintained

Local
Remote Hardwired Displays the current Remote Hardwired Maintained signal status.
Remote Source 1 When active this indicates that a maintained signal is being
Remote Source 2 received from the remote hardwired control.
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.

5/6 Open Interlock

Displays the current Remote Hardwired Open Interlock signal

status. When active this indicates that an open interlock signal is
Remote Hardwired being received from the remote hardwired control.
Open
Close The actuator will not run in the open direction until a signal
ESD is applied to the open interlock and a remote hardwired open
Maintained
control signal is received.
Open Interlock
Close Interlock 6/6 Close Interlock

Displays the current Remote Hardwired Close Interlock signal

status. When active this indicates that a close interlock signal is
being received from the remote hardwired control.
Remote Hardwired Status
The actuator will not run in the close direction until a signal
This screen displays the signal statuses from the remote is applied to the close interlock and a remote hardwired close
hardwired controls. As the remote hardwired controls are control signal is received.
operated, the corresponding signals are produced. The checkbox
indicates a signal is being received, which is useful in testing the
operation of the remote control signals. Valve movement may
occur during testing. If this is not desirable, select STOP on the
local controls.
To scroll through this information use .

1/6 Open

Displays the current Remote Hardwired Open signal status. When

active this indicates that an open signal is being received from
the remote hardwired control.

2/6 Close

Displays the current Remote Hardwired Close signal status. When

active this indicates that a close signal is being received from the
remote hardwired control.

3/6 ESD

Displays the current Remote Hardwired ESD signal status. When

active this indicates that an ESD (Emergency Shut Down) signal is
being applied from the remote hardwired control.
ESD can be set to open, close or stayput. ESD signals are higher
priority than local or remote signals and will operate under
both local and remote control selection. ESD can also be set to
operate an actuator selected to local stop.

38 IQ3 Status and Monitoring – Section: Status

3.1.3 Status – Control – Remote Source 1 3.1.4 Status – 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 Stopped
ESD ESD

Remote Source 1 Status Remote Source 2 Status

This screen displays the signal statuses from remote source 1; This screen displays the signal statuses from remote source 2;
refer to section 2.3.2-3 Control Source for details of the Source 1 refer to section 2.3.2-3 Control Source for details of the Source 2
control. The checkbox indicates a signal is being received. control. The checkbox indicates a signal is being received.
To scroll through this information use . To scroll through this information use .

1/4 Open 1/4 Open

Displays the current Remote Source 1 Open signal status. When Displays the current Remote Source 2 Open signal status. When
active this indicates that an open signal is being received from active this indicates that an open signal is being received from
remote source 1. remote source 2.

2/4 Close 2/4 Close

Displays the current Remote Source 1 Close signal status. When Displays the current Remote Source 2 Close signal status. When
active this indicates that a close signal is being received from active this indicates that a close signal is being received from
remote source 1. remote source 2.

3/4 Stopped 3/4 Stopped

Displays the current Remote Source 1 Stopped signal status. Displays the current Remote Source 2 Stopped signal status.
When active this indicates that remote source 1 has been set to When active this indicates that remote source 2 is set to stop.
stop.
4/4 ESD
4/4 ESD
Displays the current Remote Source 2 ESD signal status. When
Displays the current Remote Source 1 ESD signal status. When active this indicates that an ESD (Emergency Shut Down) signal is
active this indicates that an ESD (Emergency Shut Down) signal is being received from remote source 2.
being received from remote source 1.
ESD can be set to open, close or stayput. ESD signals are higher
ESD can be set to open, close or stayput. ESD signals are higher priority than local or remote signals and will operate under
priority than local or remote signals and will operate under both local and remote control selection. ESD can also be set to
both local and remote control selection. ESD can also be set to operate an actuator selected to local stop.
operate an actuator selected to local stop.

IQ3 Status and Monitoring – Section: Status 39

 3.2 Status – Alarms

Status 6/8 Inter Timer Inhb.

Control
Alarms Displays the interrupter timer inhibit alarm status. When active
Movement this alarm indicates that the interrupter timer is active.
Indication The interrupter timer is used to increase the valve operating time,
Diagnostics the timer stops and starts the actuator automatically. The timer
can be set to operate over all, or a portion of the closing and/or
opening strokes.

7/8 Battery Discharged

Displays the battery discharged alarm status. When active this

alarm indicates that the battery is fully discharged and needs to
be replaced.
Alarms
Valve Obstructed
Motor Stall 8/8 PStroke Error
Valve Jammed
Motor Over Temp.
Displays the partial stroke error alarm status. When active
this alarm indicates that the partial stroke was unable to be
Control Contention
completed in the specified time.
Inter Timer Inhb.
Battery Discharged
PStroke Error

Actuator Alarms
This screen displays the current status of the actuator alarms; the
checkbox indicates that the alarm is currently active.
To scroll through this information use .

1/8 Valve Obstructed

Displays the valve obstruction alarm status. When active this

alarm indicates that the valve is obstructed or has reached the
torque limit set. Check that the valve is free of any obstruction
and is operating correctly.

2/8 Motor Stall

Displays the Motor stall alarm status. When active this alarm
indicates that the actuator has received a valid command, but
has not detected any movement within 5 seconds.

3/8 Valve Jammed

Displays the Valve Jammed alarm status. When active this alarm
indicates that the valve has jammed in either the open or closed
position. Check valve operation by hand.

4/8 Motor Over Temp.

Displays the motor over temperature alarm status. When active

this alarm indicates that the motor is over temperature and the
thermostat has tripped. Check that operating conditions are
within specification.

5/8 Control Contention

Displays the control contention alarm status. When active this

alarm indicates that more than one control signal is being
received. In this event the actuator will remain in position or stop
if already travelling.

40 IQ3 Status and Monitoring – Section: Status

3.3 Status – Movement

Status 7/8 PStroke Active

Control
Alarms Displays the partial stroke status. When active this status
Movement indicates that the actuator is carrying out partial stroke
Indication movements.
Diagnostics Partial stroking is used to demonstrate the operational integrity
of the valve and actuator by moving over a set portion of valve
stroke. In addition, partial stroking may be used to exercise
infrequently operated valves to help keep them mechanically
free.

8/8 Inhibit Timer

Movement
Displays the inhibit timer status. When active this status indicates
that the inhibit timer is counting to the set time. Range 0-255
Moving Open
seconds, default 5 seconds.
Moving Closed
Contactor CW The inhibit timer sets a delay after the actuator stops as a
Contactor ACW result of reaching a position consistent with a new desired
Open Limit
value position. For the period set, the actuator will not respond
to a change in the desired value. The inhibit timer is used to
Closed Limit
prevent unwanted operation as a result of rapidly oscillating or
PStroke Active
fluctuating desired position signal, or to slow actuator response
Inhibit Timer in order to protect the mechanical valve from excessive wear and/
or maintain actuator within its electrical rating. Refer to section
2.3.2-3 Positioning settings.

Movement status
This screen displays the current movement status of the actuator.
The checkbox indicates that the status is active.
To scroll through this information use .

1/8 Moving Open

Displays the actuator moving open status. When active this

status indicates that the actuator is moving open.

2/8 Moving Closed

Displays the actuator moving closed status. When active this

status indicates that the actuator is moving closed.

3/8 Contactor CW

Displays the clockwise contactor energised status. When active

this status indicates that the clockwise contactor is energised.

4/8 Contactor ACW

Displays the anticlockwise contactor energised status. When

active this status indicates that the anticlockwise contactor is
energised.

5/8 Open Limit

Displays the open limit status. When active this status indicates
that the actuator is at the open limit.

6/8 Closed Limit

Displays the close limit status. When active this status indicates
that the actuator is at the closed limit.

IQ3 Status and Monitoring – Section: Status 41

 3.4 Status – Indication

Status 6/13 S5
Control
Alarms Displays the S5 relay status. When active this indicates that relay
Movement S5 is energised.
Indication
Diagnostics
7/13 S6

Displays the S6 relay status. When active this indicates that relay
S6 is energised.

8/13 S7

Displays the S7 relay status. When active this indicates that relay
Indication S7 is energised.
Monitor Relay
S1
9/13 S8
S2
S3 Displays the S8 relay status. When active this indicates that relay
S4 S8 is energised.
S5
S6
10/13 S9

Displays the S9 relay status. When active this indicates that relay
S9 is energised.
Indication status
This screen displays the indication relays statuses. The checkbox 11/13 S10
indicates that the relay is energised.
Displays the S10 relay status. When active this indicates that relay
The monitor relay and relays S1-S4 are provided as standard, S10 is energised.
relays S5-S8 and relays S9-S12 are available options that are
greyed out if the options are not present.
12/13 S11
To scroll through this information use .
Displays the S11 relay status. When active this indicates that relay
S11 is energised.
1/13 Monitor Relay

Displays the monitor relay status. When the monitor relay is used 13/13 S12
to monitor the remote control status; the checkbox indicates
that the actuator is set to remote control, there are no detected Displays the S12 relay status. When active this indicates that relay
internal failures and the actuator is powered. When the monitor S12 is energised.
relay is used in fault mode the checkbox indicates that there are
no detected internal failures and the actuator is powered.
For each relay function, please refer to section 2.2.1 for
indication contacts settings.

2/13 S1

Displays the S1 relay status. When active this indicates that relay
S1 is energised.

3/13 S2

Displays the S2 relay status. When active this indicates that relay
S2 is energised.

4/13 S3

Displays the S3 relay status. When active this indicates that relay
S3 is energised.

5/13 S4

Displays the S4 relay status. When active this indicates that relay
S4 is energised.

42 IQ3 Status and Monitoring – Section: Status

3.5 Status – Diagnostics

Status 6/8 Network Alarm

Control
Alarms Displays the network fault status. When active this status
Movement indicates that a fault has occurred in the network. Check all field
Indication connections for continuity and correct connection.
Diagnostics

7/8 Config Error

Displays the EEPROM fault status. When active this status

indicates that a fault with the EEPROM has occurred. Check all
configuration settings.

8/8 MEM Missing

Diagnostics
Mains Fail Displays the EEPROM missing status. When active this status
Phase Loss
indicates that the EEPROM is missing. The EEEPROM stores all the
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
MEM Missing

Diagnostics status
This screen displays the actuators diagnostics status. The
checkbox indicates that the fault is present.
To scroll through this information use .

1/8 Mains Fail

Displays the power supply failure status. When active this status
indicates a power supply failure has occurred. If the backlight is
still present it is likely that the third phase has been lost. Check
all incoming phases.

2/8 Phase Loss

Displays the phase loss status. When active this status indicates
that one or more phases have been lost. Only the third phase
is monitored so if the backlight is present then check the third
phase is present. If the backlight is not present, check all phases.

3/8 Position Sensor

Displays the absolute encoder fault status. When active this

status indicates that a fault with the absolute encoder has
occurred. Check the encoder operation and loom.

4/8 Hardware Option

Displays the communication fault status between the main

control board and the option board. When active this status
indicates that a communication error has occurred. Check all
connections between the option PCB and the main controller
PCB.

5/8 Torque Sensor

Displays the fault status of the torque sensor. When active this
status indicates that a fault has occurred with the torque sensor.
Check the torque sensor and loom.

IQ3 Status and Monitoring – Section: Status 43

Redefining Flow Control

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