Emerson RTS FQ User manual

User Instructions
Part Number IOM – 87376-7 July 2016, Rev 1.
i
User Instructions
Part Number IOM DS – 87376-4, Rev. 1.0
Release: July 2016
Operating Manual for
Bettis RTS FQ Fail-Safe Quarter-Turn Actuator

User Instructions
Part Number IOM – 87376-7 July 2016, Rev 1.0
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User Instructions
Part Number IOM – 87376-7 July 2016, Rev 1.
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Table of Contents
Section 1: Introduction
Section 2: Functional Description of the RTS FQ Fail-Safe Quarter-Turn
Actuator
Section 3: General Information
3.1 Safety Instructions.......................................................................................................................4
3.2 Direction of Rotation ..................................................................................................................4
Section 4: Packaging, Transport and Storage
4.1 General.............................................................................................................................................5
4.2 Storage.............................................................................................................................................5
4.3 Long-Term Storage......................................................................................................................5
Section 5: Installation Instructions
5.1 Mechanical Connection.............................................................................................................6
Section 6: Commissioning
6.1 General Information....................................................................................................................7
6.2 Manual Operation........................................................................................................................7
6.3 Setting the Mechanical End Stop...........................................................................................7
6.4 Adjusting the Hydraulic Damper (If applicable) ...............................................................9
6.5 Final Step.........................................................................................................................................9
Section 7: Maintenance
Section 8: Lubricant Recommendation and Requirements
8.1 Main Casing................................................................................................................................. 10
8.2 90oGear Unit and Spindle Actuator ................................................................................... 11
8.3 Basic Lubricant Service Interval........................................................................................... 11
Section 9: Training
Section 10: Operating Manual - Introduction
Section 11: General
11.1 Overview......................................................................................................................................13
11.2 Serial Number and Nameplate............................................................................................. 13
11.3 Operating Mode........................................................................................................................14
11.4 Protection Class .........................................................................................................................14
11.5 Mounting Position.................................................................................................................... 15

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11.6 Direction of Rotation ...............................................................................................................15
11.7 Protection Devices.................................................................................................................... 17
11.8 Ambient Temperature ............................................................................................................. 17
11.9 Delivery Condition of the Actuators .................................................................................. 17
11.10 Information Tag .........................................................................................................................18
Section 12: Installation Instructions
12.1 Mechanical Connection..........................................................................................................20
12.2 Mounting Position of the Operating Unit ........................................................................ 20
12.3 Electrical Connection............................................................................................................... 21
Section 13: Setting Limits
13.1 General.......................................................................................................................................... 23
13.2 Manual Operation.....................................................................................................................23
13.3 Mechanical Default Settings and Preparation................................................................ 23
13.4 End Limit Setting.......................................................................................................................24
Section 14: Adjustment of Fail-Safe Speed
Section 15: Control Unit
15.1 Operating Unit ...........................................................................................................................34
15.2 Display Elements....................................................................................................................... 35
15.3 Operation.....................................................................................................................................36
Section 16: Parameter Menu
16.1 Parameter Group: End Limit.................................................................................................. 44
16.2 Parameter Group: Torque....................................................................................................... 46
16.3 Parameter Group: Speed........................................................................................................ 46
16.4 Parameter Group: Ramp (Option)....................................................................................... 47
16.5 Parameter Group: Control...................................................................................................... 47
16.6 Parameter Group: Password.................................................................................................. 47
16.7 Parameter Group: Position..................................................................................................... 48
16.8 Parameter Group: Binary Inputs .......................................................................................... 49
16.9 Parameter Group: Binary Outputs....................................................................................... 53
16.10 Parameter Group: Position Output (Option) ................................................................... 57
16.11 Parameter Group: Step Mode............................................................................................... 57
16.12 Parameter Group: Positioner (Option)............................................................................... 59
16.13 Parameter Group: Controller (Optional) ........................................................................... 61
16.14 Parameter Group: Characteristic Curves (Optional) ..................................................... 63
16.15 Parameter Group: Identication (Option) ........................................................................ 64
16.16 Parameter Group: System Parameters (Locked)............................................................. 64
16.17 Parameter Group: Miscellaneous ........................................................................................ 64
Section 17: Status Area
17.1 Status.............................................................................................................................................65
17.2 History...........................................................................................................................................69

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Section 18: Infrared Connection
Section 19: Bluetooth Link
Section 20: Maintenance
Section 21: Troubleshooting
21.1 Error List........................................................................................................................................ 71
Section 22: Fuses
Section 23: Lubricant Recommendation and Requirements
23.1 Main Body.................................................................................................................................... 72
23.2 Output Type A and Spindle Drive (Linear Acutators):.................................................. 72
23.3 Basic Lubricant Service Interval........................................................................................... 73
Section 24: Training
Section 25: Technical Data
Section 26: Technical Data General
26.1 ....................................................................................................................................Binary Inputs 76
26.2 Binary Outputs...........................................................................................................................79
26.3 Analog Inputs.............................................................................................................................79
26.4 Analog Outputs .........................................................................................................................80
26.5 Auxiliary Voltage Input and Output ................................................................................... 80
26.6 Connections for Non-Explosion Proof Version ............................................................... 81
26.7 Connections for Explosion Proof Version ......................................................................... 81
Appendix A: List of Figures
Appendix B: List of Tables

User Instructions
Part Number IOM – 87376-7 July 2016, Rev 1.0
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User Instructions
Part Number IOM – 87376-7 July 2016, Rev 1.
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User Instructions
Part Number IOM – 87376-7 July 2016, Rev 1.
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Section 1: Introduction
NOTE:
Also refer to the operating manual for Bettis RTS FQ Fail-Safe Quarter-Turn Series electric actua-
tors.
Bettis RTS FQ Fail-Safe Quarter-Turn electric actuators are designed to operate appropriate
ttings when a fail-safe functionality is required.
Appropriate ttings are all kinds of ttings that require a 90omovement to operate (buttery
valves, ball valves, taps in general, etc.).
In the event of a power failure or if the fail-safe function is triggered deliberately, the actuator
shifts the tting to the fail-safe position, using the built-in energy storage device to do so.
Figure 1 Bettis RTS FQ Fail-Safe Quarter-Turn Actuator

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Section 2: Functional Description of the RTS FQ
Fail-Safe Quarter-Turn Actuator
In normal operation, the actuator is operated by a PM motor (1) via a worm gear stage (2) and a
planetary gear train (3). The motor drives the spindle nut of a ball screw (4). The sun gear shaft
of the planetary gear train is xed in place by an operating current brake (5).
The ball screw converts the rotational movement of the gear unit into linear motion, which, on
the other hand, charges the spring assembly (7), which acts as an energy storage device. On the
other hand, a rack and pinion gear (6) converts the linear motion into the 90ooutput motion to
move the tting shaft (9).
There are no engaging or disengaging elements between the motor. The energy storage device
and the tting shaft in the actuator. All the gear unit components are permanently engaged.
While moving against the fail-safe direction, the electric motor has to move both the tting and
the energy storage device (disk spring assembly) for the fail-safe stroke.
If the supply for the operating current brake is interrupted by a power failure, or intentionally
triggers a fail-safe stroke, the actuator will no longer hold position, and the energy stored in the
disk spring assembly will be converted into kinetic energy so as to move the actuator and thus
the tting to the fail-safe position. In this situation, the entire gear chain for the actuator with
the exception of the worm gear stage will be moved until the adjustable mechanical end stop
(8) is reached or, if applicable, be stopped for the tting.
Owing to this operating principle, neither an initializing stroke nor resetting of the drive
is required after a fail-safe stroke. As soon as the power supply is restored, the actuator is
immediately ready for operation.
Figure 2 Cut-out of the RTS FQ Fail-Safe Quarter-Turn Actuator

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Part Number IOM – 87376-7 July 2016, Rev 1.
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Parts Overview:
1. PM Motor
2. Worm Gear Stage
3. Planetary Gear Train
4. Ball Screw
5. Operating Current Brake
6. Rack and Pinion Gear
7. Spring Assembly
8. End Stop
9. Fitting Shaft
This compact fail-safe actuator can be built as a version for “fail-safe open”(counter clockwise
direction of rotation when looking at the tting shaft) or “fail-safe close”(clockwise direction
of rotation). It is even possible to subsequently change the fail-safe direction (separate manual
available). Some assembly work is required. Having this conversion performed at our factory is
recommended, however.
Figure 3 Fail-Safe Open Version
Figure 4 Fail-Safe Close Version

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Section 3: General Information
3.1 Safety Instructions
CAUTION: FOLLOW SAFETY INSTRUCTIONS
When operating electrical devices, certain parts are inevitably under dangerous voltage. Work
on the electrical systems or components may only be carried out by electricians or by
individuals who have been instructed how to do so, working under the guidance and
supervision of an electrician in accordance with electrotechnical regulations.
WARNING: ALWAYS REFER TO STANDARDS
When working in potentially explosive areas, refer to European Standards EN 60079-14
“Installing Electrical Systems in Explosion Endangered Areas”and EN 60079-17“Inspection and
Maintenance of Electrical Installations in Explosion Endangered Areas”.
Working in potentially explosive areas is subject to special regulations (European Standard EN
60079-17), which must be complied with. Any additional national regulations must be heeded.
CAUTION: NO DANGER OF EXPLOSION IS CERTAIN
Work on the open actuator under voltage may only be done if it is certain that there is no
danger of explosion for the duration of the work.
3.2 Direction of Rotation
CAUTION: OBSERVE DIRECTION OF ROTATION
The standard direction of rotation for the actuator is:
• Clockwise = The actuator runs counter to the fail-safe direction
• Counter clockwise = The actuator runs in the fail-safe direction
Which direction, opening or closing of the tting causes, depends on:
• The fail-safe direction of the actuator
• The closing direction of the tting
All the information in this Operating Manual refers to the standard direction of rotation.
Section 4: Packaging, Transport and Storage
Depending on the order, actuators may be delivered packed or unpacked. Special packaging
requirements must be specied when ordering. Please use extreme care when removing or
repackaging equipment.

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Part Number IOM – 87376-7 July 2016, Rev 1.
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CAUTION: USE APPROPRIATE LIFTING EQUIPMENT
Use soft straps to hoist the equipment; do not attach straps to the handwheel. If the actuator is
mounted on a valve, attach the hoist to the valve and not to the actuator.
4.1 General
The connection compartment of RTS FQ Fail-Safe Quarter-Turn actuators contains 5g of factory
supplied silica gel.
CAUTION: REMOVE SILICA GEL
Please remove the silica gel before commissioning the actuator (see Section 16).
4.2 Storage
CAUTION: OBSERVE PROPER STORAGE
Please observe the following measures to avoid damage during the storage of actuators:
• Store actuators in well-ventilated, dry premises.
• Protect against oor dampness by storing actuators on wooden grating, pallets, mesh
boxes or shelves.
• Protect the actuators against dust and dirt with plastic foil.
• Actuators must be protected against mechanical damage.
• Storage temperature must be between -20oC to +40oC.
It is not necessary to open the controller of the actuator for servicing batteries or similar
operations.
4.3 Long-Term Storage
CAUTION: FOLLOW PROPER STORAGE
If you intend to store the actuator for over 6 months, follow additional instructions below:
• The silica gel in the connection compartment must be replaced after 6 months of
storage (from date of delivery).
• After replacing the silica gel, brush with glycerine the connection cover seal. Then,
carefully close again the connection compartment.
• Coat screw heads and bare spots with neutral grease or long-term corrosion protection.
• Renovate damaged paint work arising from transport, improper storage, or mechanical
inuences.
• Every 6 months, all measures and precautions for long term storage must be checked for
eectiveness and corrosion protection and silica gel renewed.
• Failure to follow the above instructions may lead to condensation which can damage to
the actuator.

User Instructions
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Section 5: Installation Instructions
Installation work of any kind for the actuator may only be performed by qualied personnel.
5.1 Mechanical Connection
Check:
• Whether the tting ange and actuator ange match-up.
• Whether the drilled hole matches up with the shaft.
• Whether there is sucient engagement of the tting shaft in the actuator hole.
Make sure the tting is in the same position as the actuator:
• For a “fail-safe opener” actuator, the tting has to be completely open.
• For a “fail-safe closer” actuator, the tting has to be completely closed.
In general, heed the following instructions:
• Clean the bare parts on the actuator coated with rust protectant.
• Clean the mounting surface for the tting thoroughly.
• Lightly grease the tting shaft.
• Set the actuator in place.
• Make sure of centered positioning and that the contact surface of the ange is full.
• Fasten the actuator with suitable bolts:
— Minimum strength grade: 8.8 or A2-70
— Ensure sucient thread engagement (min. 1xd)
Screws that are too long may go against the thread root, creating the risk of the actuator moving
radially in relation to the tting. This may lead to the bolts shearing o.
CAUTION: USE SUITABLE BOLTS
Unsuitable bolts may result in the actuator falling o.
• Tighten bolts to the correct torque, alternating between bolts on opposite sides.
Table 1. Torque Thread Table (1)
Thread Tightening Torque [Nm] for Bolts with Strength Grade
8.8 A2-70/A4-70
M6 11 8
M8 25 18
M10 51 36
M12 87 61
M16 214 150
M20 431 294
M30 1489 564
See Section 15.2.

User Instructions
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Section 6: Commissioning
It is assumed that the actuator has been installed and electrically connected correctly. (See
Section 5).
NOTE:
Remove silica gel from the alarm cover.
6.1 General Information
NOTE:
When commissioning and each time after dismounting the actuator, the electrical end
positions have to be reset (see Section 16.4).
6.2 Manual Operation
There is no way to operate this actuator design manually.
6.3 Setting the Mechanical End Stop
The RTS FQ Fail-Safe Quarter-Turn actuator only has one limited mechanical end stop that limits
the travel at the fail-safe end position. The end stop is at the end of the spring cup.
Depending on the size of the actuator, the end stop can be combined with a hydraulic damper.
Figure 5 Mechanical End Stop (1)
Parts Overview:
1. Lock Nut
2. End Stop

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Figure 6 Mechanical End Stop (2)
Parts Overview:
1. Lock Nut
2. End Stop
Figure 7 Mechanical End Stop (3)
Parts Overview:
1. Lock Nut
2. End Stop (hex SW70mm)
3. Hydraulic Damper
4. Damper Adjusting Screw
5. Cover
To adjust the end stop, rst undo the locknuts. To lengthen the stroke by means of the end
stop, unscrew the end stop out of the cover ange.
NOTE:
Upon delivery, the end stop is set to the maximum possible stroke. Further unscrewing causes
no further extension of stroke; the end stop becomes ineective.
Check:

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• In fail-safe operation, let the actuator run against the stop.
• Despite the locknut being undone, it must not be possible to screw the end stop
further into the cover ange.
NOTE:
If the stroke is to be shortened by means of the end stop, the actuator must not be in the
fail-safe position. Before adjusting, it is necessary to move the actuator electrically at least 10%
away from the end position.
After undoing the locknut, screw the end stop into the cover ange, and check the adjustment
of the end stop by triggering a fail-safe stroke.
In electrical operation, it is not permissible for the mechanical end stop to be run into. After
adjusting the mechanical end stop, check the setting of the travel end position and correct it if
necessary. After completing the adjustment work, x the locknuts back in place.
6.4 Adjusting the Hydraulic Damper (If applicable)
The hydraulic damper allows the velocity prole to be adjusted in small degrees in fail-safe
operation. The hydraulic damper is preset and it is not recommended that the setting be
changed. Too weak adjustment of the damper may cause peak forces when the end stop is
reached, whereas too strong adjustment may cause problems during electrical operation in the
fail-safe direction. If, in spite of this, changes are required in the damper setting, proceed with
caution and only make small changes in combination with test runs.
Procedure:
• Remove the damper cover.
• There is a graduated dial with an adjusting screw on the end side of the damper.
• Adjusting to smaller numerical values causes weaker damping and an increase in the
shifting speed.
• Only adjust by half number values and repeat test runs.
• After completing the adjustment work, put the cover back on and make sure the
position of the damper to the housing does not get changed during the adjustment
work.
6.5 Final Step
Following commissioning, check for proper sealing the covers to be closed and cable inlets
(see Section 13.4). Check actuator for paint damage (by transport or installation) and repair if
necessary.
Section 7: Maintenance
All maintenance work may only be performed with the actuator disconnected from the power
supply. Due to this requirement, the actuator has to be in the fail-safe position. If this is not the
case, it may be because of a fault in the tting (stuck tting shaft).

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CAUTION: REFRAIN CAUSING STRESS IN ACTUATOR
The actuator has a prestressed disk spring assembly. When undoing the ange mounting bolts,
the spring force against the tting can cause the actuator to turn abruptly or come loose from
the tting. Adequate safety measures must be taken.
Any powering up must be ruled out during maintenance. Work on the electrical systems or
components may only be carried out by electricians or by individuals who have been instructed
how to do so. Work under the guidance and supervision of an electrician in accordance with
electrotechnical regulations.
After completing their commissioning, the actuators are ready for use. The actuator is lled
with oil, as standard, when shipped.
Routine checks:
• Be mindful of increased running noises. In cases of long down times, operate the
actuator at least every three months.
• Check the fail-safe function (check the operating time and smoothness of running
in fail-safe operation). Lengthening in the running time may also be caused by an
increased torque requirement for the tting after long downtimes.
CAUTION: ALWAYS REFER TO INSTRUCTIONS
The actuator has a prestressed disk spring assembly. Improper dismounting may lead to both
damage to the actuator as well as serious injuries. If maintenance work is needed requiring the
actuator to be dismounted, contact Emerson regarding detailed instructions and/or any special
purpose tools for relaxing the spring assembly.
The actuators are designed for any mounting position (see Section 3.4), which is why there is
neither a lling level indicator nor a drain plug on the main casing.
Depending on the stress actuator is subjected to, do the following approximately every 10,000
to 20,000 hours (about 5 years; see Section 10):
• Oil change
• Replace seals
• Check all the roller bearings and the worm gear assembly and replace if necessary.
Take the types of oils and greases to be used from our Lubricant Recommendation Table (see
Section 9).
Section 8: Lubricant Recommendation and
Requirements
8.1 Main Casing
Gear oil: DIN 51 517 - CLP - HC
Fully synthetic high performance industrial gear oils based on poly-alpha-olens (PAO)
Temperature: -25 to +60oC

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Viscosity grade: 320 ISO VG
Lubricant requirements: 0.25 Lt
8.2 90oGear Unit and Spindle Actuator
Lubricating grease: DIN 51862 - G1- G
Water repellent, Al-soap-based complex grease with high resistance to acids and alkalis
Temperature: -40 to +85oC
Worked penetration of 0.1mm: by 265
Dropping point: approx. 260oC
NLGI grade: 1
Acid-free, non or only slightly water reactive
8.3 Basic Lubricant Service Interval
CAUTION: CONSIDER REDUCTION FACTORS
The service interval for RTS FQ Fail-Safe Quarter-Turn actuators is ten years from the shipping
date. However, the functionality and service life of the lubricants depends on the operating
conditions. Reduction factors have to be taken into consideration if applicable.
Table 2. Lubrication Utilization (1)
Operating
Condition(s) Denition Reduction Factor (Multiplier)
Duty Cycle (DC) (Total motor running time)
Extremely high DC Over 1,250 hours/year 0.5
High DC Over 500 hours/year 0.7
Extremely low DC Less than 0.5 hours/year 0.8
Ambient temperature (permanent or longterm)
Extremely changeable Between -10oC and +50oC 0.5
Extremely high Over +50oC 0.7
Extremely low Below -25oC 0.9
Output speed (on main shaft of actuator)
High speed Over 80 rpm 0.8
Degree of utilization (based on nominal capacity)
Very high Over 90% 0.8
High Between 80 to 90% 0.9
Example of application:
Extremely low DC + extremely low ambient temperature + high speed + 87% degree of
utilization: 0.8 x 0.9 x 0.8 x 0.9 = 0.51
Reduction factor lubricant maintenance interval: 10 years x 0.51= 5.1 years (62 months)
NOTE:
A maintenance interval calculated this way does not apply to the maintenance of output type A

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(threaded bush) or to the maintenance of linear actuator or spindle actuator units. These have
to be relubricated at regular intervals (at least every six months) at the grease nipples (Section
26.2).
When servicing our actuators, the old lubricant must always be removed and replaced with
new lubricant. No mixing of dierent makes of lubricant is allowed.
The quantities needed for lubricant servicing are set out in Section 26.
Section 9: Training
CAUTION: CONTACT FOR SUPPORT
If you experience any problems during installation or in doing the adjustment work on site,
please contact Emerson at phone [phone] to avoid any possible faulty operation or
damage to the actuator. Emerson recommends only using qualied personnel to do the instal-
lation. Please contact Emerson to request product training.
Section 10: Operating Manual - Introduction
These operating instructions apply to RTS FQ Fail-Safe Quarter-Turn actuators.
The scope of application covers the operation of industrial valves, e.g., globe valves, gate
valves, buttery valves and ball valves. For other applications please consult with Emerson.
Emerson shall not be liable for the improper or incorrect use of and therefore possible damage
arising thereof. The risk shall be borne solely by the user.
Use of the actuator entails the streict observance of these operating instructions.
CAUTION: OBSERVE HAZARDOUS VOLTAGE LEVEL
When operating electrical equipment, certain parts inevitably carry hazardous voltage levels.
Work on the electrical system or equipment must be carried out only in accordance with
electrical regulations by a qualied electrician himself or by specially instructed personnel
under the control and supervision of a qualied electrician.
Maintenance instructions must be observed as otherwise the safe operation of the actuator
cannot be guaranteed. Failure to follow the warning information may result in serious bodily
injury or property damage. Qualied personnel must be thoroughly familiar with all warnings
contained in this operating manual. Proper transport, storage, installation, assembly and

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careful commissioning are essential to proper and safe operation.
WARNING: ALWAYS REFER TO STANDARDS
When working in potentially explosive areas, observe the European Standards EN 60079-14
"Electrical Installations in Hazardous Areas" and EN 60079-17 "Inspection and Maintenance of
Electrical Installations in Hazardous Areas". Maintenance work on open actuators may only be
conducted if these are deenergized. Reconnection during maintenance is strictly prohibited.
Section 11: General
The RTS FQ Fail-Safe Quarter-Turn Series are compact, rotary actuators with integrated
controller for valve operation. The integral multi-turn sensor allows setting the travel up to 105
revolutions without opening the housing.
11.1 Overview
Figure 8 RTS Control Unit
Parts Overview:
1. Handwheel
2. Control Unit (Operating Unit)
3. Connection Compartment
4. Gear Component
11.2 Serial Number and Nameplate
Each actuator has a serial number. The serial number is a 10-digit number that begins with the
year and that can be read from the nameplate (see Figure 9) of the actuator (the nameplate is
located next to the handwheel – see Figure 10). Using this serial number, Emerson can uniquely
identify the actuator (type, size, design, options, technical data and test report).
Figure 9 Nameplate