rotork IQ3 Range Quick guide

Safe Use and Installation Manual
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Redefining Flow Control
Remote Hand Station
IQ Range

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Contents
Section Page
1 - Introduction 3
2 - Health and Safety 4
3 - Remote Hand Station Mounting 5
4 - Electrical Connections 6
5 - Enabling the Remote Handstation 8
Mode on the IQ3
6 - Remote Hand Station Settings 9
7 - Operating the Remote Hand Station 10
8 - Approvals 11
9 - Environmental 13

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3
1 - Introduction
Actuators used in many industries sometimes
have to be mounted in places where it is
hazardous, inconvenient or just unpleasant for
a human to operate. In these cases it is useful to
be able to see the status and locally operate an
actuator from a safe distance.
Typically in this situation you would be faced with a simplistic
interface for basic operation and indication, however Rotork’s
enhanced solution allows the user to have an exact replication
of the actuator interface.
Using the same display and controls interface from the
IQ 3rd generation actuator, users can remotely operate,
interrogate and configure the IQ actuator from up to 100 m
distance. Due to the familiar, feature rich interface, set up
couldn’t be simpler using the Rotork Bluetooth®Setting Tool
Pro supplied with the IQ.
Retaining the full functionality of the IQ, dataloggers can be
viewed and downloaded locally at the Remote Hand Station
(RHS) instead of gaining access to the actuator. Power for
the RHS is supplied by the actuator, removing the need for
supplementary power supplies.
The following instructions must be followed and integrated
with your safety program when installing and using Rotork
Controls products:
• Read and save all instructions prior to installing, operating
and servicing this product.
• If you don’t understand any of the instructions, contact
Rotork Controls for clarification.
• Follow all warnings, cautions and instructions marked on,
and supplied with, the product.
• Inform and educate personnel in the proper installation,
operation and maintenance of the product.
• Install equipment as specified in Rotork Controls
installation instructions and per applicable local and
national codes. Connect all products to the proper
electrical sources.
• To ensure proper performance, use qualified personnel to
install, operate, update and maintain the unit.
• When replacement parts are required, ensure that the
qualified service technician uses replacement parts
specified by Rotork Controls. Substitutions may
result in fire, electrical shock, other hazards, or improper
equipment operation.
• Keep all product protective covers in place (except
when installing, or when maintenance is being performed
by qualified personnel), to prevent electrical shock,
personal injury or damage to the product.
• Operation of product in an inappropriate fashion
may cause harm or damage to unit or other equipment
surroundings.

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2 - Health and Safety
This manual has been produced to enable a competent user
to install, operate, adjust and inspect the IQ3 Remote Hand
Station (RHS).
The electrical installation, maintenance and use of the
RHS should be carried out in accordance with the National
Legislation and Statutory Provisions relating to the safe use of
this equipment applicable to the site of installation.
For the UK: Electricity at Work Regulations 1989 and the
guidance given in the applicable edition of the ‘IEE Wiring
Regulations’ should be applied. Also the user should be fully
aware of their duties under the Health and Safety at Work
Act 1974.
For the USA: NFPA70, National Electrical Code®is applicable.
The mechanical installation should be carried out as outlined
in this manual and also in accordance with any relevant
national standard codes of practice. If the RHS nameplate
indicates that it is suitable for use in Potentially Explosive
Atmospheres (Hazardous Areas) then the RHS is suitable for
use in Zone 1 and Zone 2 (or Div 1 and Div 2) hazardous area
classifications, as defined by the RHS's nameplate marking.
For Canada: CEC, Canadian Electrical Code is applicable.
Any equipment connected to the RHS should be of an
equivalent (or better) hazardous area certification. The
installation, maintenance and use of the RHS installed in a
hazardous area must be carried out by a competent person
and in accordance with all relevant codes of practice for the
particular Hazardous Area certification.
Any inspection or repair of a Hazardous Area approved RHS
should not be undertaken unless it conforms to National
Legislation and Statutory Provisions relating to the specific
Hazardous Area.
Only Rotork approved replacement parts should be used.
Under no circumstances should any modification or alteration
be carried out on the unit, as this could invalidate the
conditions under which its certification was granted.
Access to live electrical conductors is forbidden in a
Hazardous Area unless it is done under a special permit to
work, otherwise all power should be isolated and the RHS
moved to a non-hazardous area for repair or attention.
Only persons competent by virtue of their training or
experience should be allowed to install, maintain and repair
Rotork equipment. Work undertaken must be carried out
in accordance with instructions in the manual. The user and
those persons working on this equipment should be familiar
with their responsibilities under any statutory provisions
relating to the Health and Safety of their workplace.
WARNING: Enclosure Materials
The RHS is manufactured from aluminium alloy with stainless
steel fasteners
and terminal enclosure fasteners using 12.9
grade high tensile carbon steel.
The cover window is toughened glass which is retained with a
2-part silicone cement.
The user must ensure that the operating environment and any
materials surrounding the RHS cannot lead to a reduction in
the safe use of, or the protection afforded by, the RHS.
Where appropriate the user must ensure the RHS is suitably
protected against its operating environment.

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Redefining Flow Control
3 - Remote Hand Station Mounting
The Remote Hand Station (RHS) can be mounted either
directly on a wall or to a pole using suitable ‘C’ brackets.
Space should be left around the housing to allow for the
fitting of cable glands or conduit. Positioning of the RHS
display should be such that easy viewing and operation can
be carried out at eye level. Removal of the main display cover
is not necessary in order to mount the unit. The only cover
that needs to be removed is the terminal housing when
cabling to the actuator.
The back housing may be mounted in any position (90o
increments) to accommodate different cable / conduit entry
requirements. In order to maintain the correct viewing angle
of the display, rotate the display cover to suit.
NOTE: Maximum Unit Weight = 9 kg
3.1 Locate a suitable place (flat vertical wall or structure)
to mount the RHS unit. The display and controls should
be accessible and easily viewable.
3.2 Mark up a template using the diagrams above.
Use a template to mark the wall or structure.
3.3 Ensure any work permits are obtained before starting
work. Prepare the mounting holes using suitable tools.
3.4 Select suitable fixings by referring to the weight above
for details of the RHS assembly.
3.5 Install the RHS unit to the structure. Tighten the fixings
to ensure a secure hold.
230
External
Earth Point
M25 x 1.5p Conduit Entry
326
197
172
200
4 x 8.5 mm
230
External
Earth Point
M25 x 1.5p Conduit Entry
326
197
172
200
4 x 8.5 mm

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4 - Electrical Connections
The RHS unit is powered from the IQ3 actuator so does
not require any supplementary power supply or protection
device. The single cable entry is located at the bottom of the
terminal housing and is supplied M25 as standard. A thread
adaptor can be supplied for other thread sizes including
imperial threads.
The interconnecting cable is not supplied. Below is a table of
the minimum cable specification for remote mounting up to
50 m and up to 100 m.
No. PARAMETER BELDEN CABLE 3084A T5U500 (OR EQUIVALENT)
UP TO 100M MINIMUM SPECIFICATION FOR UP TO 50 M
1Type of Cable Twisted pair shielded Twisted pair shielded
2No. of Cores 4 (Data pair + Power pair) 4 (Data pair + Power pair)
3Conductor Material Tinned Copper Tinned Copper
4Core Insulation
Material
PVC (power)
FPE (data) PVC
5Shield Type Foil + Braid Braid
6
Shield Coverage
Braid ≥65%
Braid ≥65%
Foil = 100%
7Outer Sheath PVC PVC
8Data Pair
Capacitance ≤40 pF/m ≤70 pF/m
9Conductor
Resistance
≤175 Ohm/km (Power)
≤280 Ohm/km (Data)
≤175 Ohm/km
≤280 Ohm/km (Data)
10 Current Rating ≥1 A ≥1 A
Note: For installation in hazardous areas suitable equivalent cables must be used in accordance with local regulations.
Cable Entry
Only appropriately certified flameproof cable glands or
conduit may be used in hazardous locations. The cable entry
is tapped M25 x 1.5p. In hazardous locations, only one
certified flameproof thread adaptor can be used.
For installation in USA and Canada
Conduit seals must be installed at the enclosure. M25 x 1.5p
to either 1/2", 3/4", 1", 11/4" or 11/2" NPT thread adaptors are
factory fitted.
CAUTION:
Wiring may exceed 70 ºC in a 70 ºC ambient.

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Redefining Flow Control
Please follow the instructions in section 3 for mounting the RHS
before attempting to cable up the unit.
4.1 Once the cable specification has been selected, cut to
the appropriate length (leaving approx. 200 mm at
each end for final termination).
4.2 Feed the cable to both the IQ3 and RHS terminal
compartments and secure the glands to ensure
watertight integrity is maintained.
4.3 Strip back the insulation and braiding so that the inner
twisted pair cores are exposed and fit AMP type ring
terminal crimps to each wire and shield braid. Insulate
the braid to prevent short circuits.
4.4 Connect the terminals in each compartment to the
correct terminal number by following the wiring
diagram supplied.
4 - Electrical Connections
20
32
24V (V-CUST)
CAN H
40
CAN SHIELD
CAN L
21
GND
Terminal
Block
SK2
RHS Bridge Board
SK1
18 WAY
50%
CLOSE
OPEN
STOP
REMOTE
LOCAL
1 2 34 5
47
E
Actuator
Remote Hand Station
ACTUATOR
TERMINAL BUNG NO.
RHS TERMINAL
BLOCK NO. FUNCTION
20 1 24 V (V-CUST)
21 2 GND
32 3 CAN H
40 4 CAN L
47 5 SHIELD
Earth Ground Connection
A dedicated external earth point is provided for the attachment
of a protective earth cable.
This wiring diagram is for reference only, please refer to the specific actuator wiring diagram supplied with the unit.

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5 - Enabling the Remote Hand Station Mode on the IQ3
NOTE: The following settings are to be carried out at the IQ3
display only. Settings in section 6 can be carried out at the
RHS display.
Please refer to PUB002-040 (IQ3 full configuration manual)
for the IQ3 menu structure and PUB095-001 (Rotork
Bluetooth®Setting Tool Pro manual) for instructions on using
the Rotork Bluetooth®Setting Tool Pro.
5.1 Navigate to the Settings menu
Open Limit
5.2 From the main list, select Control
Settings
Limits
Indication
Control
ESD
Security
Defaults
5.3 Next select Local
Control
Local
Remote
Interrupter Timer
5.4 From the Local control menu, navigate to the Remote
Hand Station section and highlight ‘Enabled’.
Stopped
Local Control
Vandal Disabled
Setting Tool Yes No
Maintained Yes No
Delay Control Yes No
Loss Of HMI Stayput Remote
Remote Hand Station
Enabled On Off
6/6
Press (enter ROTACT as the password).
Use or to enable or disable the Remote Hand Station
mode.
Once the required mode is checked, press to confirm.
The selected mode will be saved and shown as checked on
the setting entry.

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Redefining Flow Control
6 - Remote Hand Station Settings
NOTE: The following settings can be carried out either at the
actuator or at the RHS display.
Setting the Bluetooth Security - The RHS and actuator
Bluetooth security can be configured independently.
6.1 Navigate to SETTINGS > SECURITY and under the
Bluetooth section, choose the level of Bluetooth
access required for the actuator.
Press (enter ROTACT as the password).
Use or to select the actuator Bluetooth mode.
Once the required mode is highlighted, press to confirm.
The selected mode will be saved and shown as checked on
the setting entry.
Open Limit
Bluetooth
Low: Discover Always
Password
Change Default
Lost Code L81L18
Re-Enter
Remote Hand Station
Low: Discover Always
5/5
6.2 Navigate to SETTINGS > SECURITY and under the
Remote Hand Station section, choose the level of
Bluetooth access required for the RHS.
Press (enter the password if applicable).
Use or to select the Remote Hand Station Bluetooth
mode.
Once the required mode is highlighted, press to confirm.
The selected mode will be saved and shown as checked on
the setting entry.
Setting the Action on Loss of RHS control - The actuator
action can be configured to a particular mode if the RHS
were to fail or lose communication with the actuator.
6.3 Navigate to SETTINGS > CONTROL > REMOTE HAND
STATION and under the Remote Hand Station section
select the mode on Loss of HMI.
Press (enter the password if applicable).
Use or to select the Loss of HMI mode.
Once the required mode is highlighted, press to confirm.
The selected mode will be saved and shown as checked on
the setting entry.
Open Limit
Remote Hand Station
Loss of HMI Stayput
Local On Off
1/2
Setting the Local Mode - The Remote Hand Station is
intended to work when the actuator is set to Remote Control
only, however you can configure the RHS to work when the
actuator is set to Local Control. In this case both the RHS
and actuator will allow local control, with the last issued
command taking preference.
6.4 Navigate to SETTINGS > CONTROL > REMOTE HAND
STATION and under the Remote Hand Station section
select the Local mode.
Press (enter the password if applicable).
Use or to select the Local mode on or off.
Once the required mode is checked, press to confirm.
The selected mode will be saved and shown as checked on
the setting entry.
Setting the Home Screen Display - The RHS and actuator
home screens can be independently configured to show
different information.
NOTE: The following setting has to be carried out at the
device you are configuring, e.g. at the actuator for the actuator
home screen and at the RHS for the RHS home screen.
6.5 Navigate to SETTINGS > INDICATION > LOCAL
DISPLAY and under the LCD section select the Home
Screen mode from the following 4 options:
Position only
Torque (analogue) + Position
Torque (digital) + Position
Positioner
Press (enter the password if applicable).
Use or to select the Local mode on or off.
Once the required mode is highlighted, press to confirm.
The selected mode will be saved and shown as checked on
the setting entry.
Open Limit
LCD
Home Screen Position
Power Save Torque (A) + POS
Torque (D) + POS
Close LED Positioner
Mid Travel LED On
Alarm LED Disabled
LCD / LED Test
1/7

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The Remote Hand Station provides a remote mountable display
which allows the operator to monitor and control an actuator
mounted in an inaccessible location. All operations which
could be performed at the actuator will be duplicated at the
Remote Hand Station, including configuration setup, data log
download and local control operation.
In order to use the RHS for control, the selectors on both the
actuator and RHS have to be set according to the table below:
7 - Operating the Remote Hand Station
ACTUATOR SELECTORS (HIGH PRIORITY) REMOTE HAND
STATION SELECTORS ACTUATOR CONTROL
Local Local
Actuator*
Local
Remote
Actuator*
Remote Local Remote Station
Remote Remote Remote control through option cards or hardwired
control via terminal block.
* Actuator remains in control unless the Local mode is enabled.
When Local mode enabled, the RHS shares control despite the actuator set for Local Control. Refer to section 6.4
Functional operation and setup of the actuator via the RHS
mimics the actuator’s standard operation, refer to publications
PUB002-039 (safe use and installation) and PUB002-040 (full
configuration).
The connected actuator’s datalogger can be viewed and
extracted via the RHS. For datalogger extraction, please refer to
the Rotork Bluetooth®Setting Tool Pro manual PUB095-001.

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Redefining Flow Control
Refer to RHS nameplate for unit specific approval details.
European – Hazardous Area
ATEX (94/9/EC) II 2 GD
Ex db IIB T4 Gb
Ex tb IIIC T120 °C Db T4, IP66 & IP68
Temperature -20 °C to +70 °C (-4 °F to +158 °F)
*Option -30 °C to +70 °C (-22 °F to +158 °F)
*Option -40 °C to +70 °C (-40 °F to +158 °F)
*Option -50 °C to +40 °C (-58 °F to +104 °F)
Ex db IIC T4 Gb T4
Ex tb IIIC T120 °C Db T4, IP66 & IP68
Temperature -20 °C to +70 °C (-4 °F to +158 °F)
*Option -30 °C to +70 °C (-22 °F to +158 °F)
*Option -40 °C to +70 °C (-40 °F to +158 °F)
*Option -50 °C to +40 °C (-58 °F to +104 °F)
International – Hazardous Area
IECEx. IEC60079-0 & IEC600679-1
Ex db IIB T4 Gb
Ex tb IIIC T120 °C Db T4, IP66 & IP68
Temperature -20 °C to +70 °C (-4 °F to +158 °F)
*Option -30 °C to +70 °C (-22 °F to +158 °F)
*Option -40 °C to +70 °C (-40 °F to +158 °F)
*Option -50 °C to +40 °C (- 58 °F to +104 °F)
Ex db IIC T4 Gb T4
Ex tb IIIC T120 °C Db T4, IP66 & IP68
Temperature -20 °C to +70 °C (-4 °F to +158 °F)
*Option -30 °C to +70 °C (-22 °F to +158 °F)
*Option -40 °C to +70 °C (-40 °F to +158 °F)
*Option -50 °C to +70 °C (-58 °F to +158 °F)
USA – Hazardous Area
CSAUS - Explosionproof to NEC Article 500 (FM3615 & FM3616)
Class I, Division 1, Groups C & D
Class II, Division 1, Groups E, F & G
FM Explosionproof to NEC Article 500
FM3600, FM3615 & FM3616
Temperature -30 °C to +70 °C (-22 °F to +158 °F)
*Option -40 °C to +70 °C (-40 °F to +158 °F)
*Option -50 °C to +40 °C (-58 °F to +104 °F)
Class I, Division 1, Groups B, C & D
Class II, Division 1, Groups E, F & G
Temperature -30 °C to +70 °C (-22 °F to +158 °F)
*Option -40 °C to +70 °C (-40 °F to +158 °F)
*Option -50 °C to +40 °C (-58 °F to +104 °F)
Canada – Hazardous Area
CSA Explosionproof to C22.2 No. 30
CSA Dust explosionproof to C22.2 No. 25
Class I, Division 1, Groups C & D
Class II, Division 1, Groups E, F & G
Temperature -30 °C to +70 °C (-22 °F to +158 °F)
*Option -40 °C to +70 °C (-40 °F to +158 °F)
*Option -50 °C to +40 °C (-58 °F to +104 °F)
Class I, Division 1, Groups B, C & D
Class II, Division 1, Groups E, F & G
Temperature -30 °C to +70 °C (-22 °F to +158 °F)
*Option -40 °C to +70 °C (-40 °F to +158 °F)
*Option -50 °C to +40 °C (-58 °F to +104 °F)
International Non Hazardous
Watertight, BS EN60529
IP66 & IP68, (7 metres for 72 hours)
Temperature -30 °C to +70 °C (-22 °F to +158 °F)
*Option -40 °C to +70 °C (-40 °F to +158 °F)
*Option -50 °C to +40 °C (-58 °F to +104 °F)
US – Non Hazardous
UL50 Enclosure Type 4x & 6
Temperature -30 °C to +70 °C (-22 °F to +158 °F)
*Option -40 °C to +70 °C (-40 °F to +158 °F)
*Option -50 °C to +40 °C (-58 °F to +104 °F)
Canada – Non Hazardous
Enclosure Type 4x & 6 CSA C22.2 No. 94
Temperature -30 °C to +70 °C (-22 °F to +158 °F)
*Option -40 °C to +70 °C (-40 °F to +158 °F)
*Option -50 °C to +40 °C (-58 °F to +104 °F)
Rotork can supply RHS product to national standards not
listed above. For details please contact Rotork.
8 - Approvals

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8 - Approvals
Maximum Constructional Flamepath Gaps
Flamepath Max. Gap
(mm)
Min. Length
(mm) Equipment Type
Electrical Cover / Back Housing
0.15 26.00 All Types and Sizes
Terminal Cover / Back Housing
ATEX / IECEx
0.15 12.50 RHS
Terminal Cover / Back Housing for FM & CSA
0.115 12.50 RHS
Transfer Loom Bush for FM & CSA
0.115 25.00 RHS
Transfer Loom Bush Flamepath
0.15 25.00 RHS
Vibration, Shock and Noise
Standard IQ remote hand stations are suitable for applications
where vibration and shock severity does not exceed the
following:
Type Level
Plant induced
vibration
1g rms total for all vibration within the frequency
range of 10 to 1000 Hz
Shock
5g peak acceleration
Seismic
2g acceleration over a frequency range of 1 to
50 Hz
if it is to operate during and after the event
Emitted noise
Independent tests have shown that at 1m
generated noise does not exceed 65 db(A)
ATEX / IEC / CSA / Certified RHS
SPECIAL CONDITIONS
This Remote Hand Station must only be located in areas
where the risk of impact to the viewing window is low.
This equipment includes some exterior non-metallic paints
including the protective coating. To avoid the possibility of
static build up, cleaning must only be carried out with a water
dampened cloth.
For CAN / CSA C22.2 No. 61010-1-12 compliance the RHS
must be connected to an IQ3 or IQT3 actuator.
THREAD DETAILS FOR ATEX AND IECExAPPROVAL
Threaded
Flamepath
Thread
Size
Thread
Length Equipment Type
Cable Entry
M25x1.5 20.00 All Types and Sizes
EXTERNAL ENCLOSURE FASTENERS
Enclosure fasteners are stainless steel grade A4-80 M8 for the
main display cover and 12.9 M5 for the terminal cover.

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Redefining Flow Control
End user advice on disposal at end of life of the product
Subject Definition Remarks / examples Hazardous Recyclable EU Waste Code Disposal
Electrical & Electronic
Equipment
Printed circuit boards
Wire
All Products
All Products
Yes
Yes
Yes
Yes
20 01 35
17 04 10 Use specialist recyclers
Glass Lens/Window IQ No Yes 16 01 20 Use specialist recyclers
Metals
Aluminium
Copper/Brass
Covers
Wire
No
No
Yes
Yes
17 04 02
17 04 01 Use licensed recyclers
Rubber Seals & O-rings Cover Yes No 16 01 99
May require special treatment before
disposal, use specialist waste disposal
companies
In all cases check local authority regulation before disposal.
9 - Environmental
Maximum Constructional Flamepath Gaps
Flamepath Max. Gap
(mm)
Min. Length
(mm) Equipment Type
Electrical Cover / Back Housing
0.15 26.00 All Types and Sizes
Terminal Cover / Back Housing
ATEX / IECEx
0.15 12.50 RHS
Terminal Cover / Back Housing for FM & CSA
0.115 12.50 RHS
Transfer Loom Bush for FM & CSA
0.115 25.00 RHS
Transfer Loom Bush Flamepath
0.15 25.00 RHS

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Notes

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Redefining Flow Control
Notes

Rotork plc
Brassmill Lane, Bath, UK
tel +44 (0)1225 733200
fax +44 (0)1225 333467
email [email protected]
Redefining Flow Control
PUB002-059-00
Issue 10/15
www.rotork.com
A full listing of our worldwide sales and
service network is available on our website.
As part of a process of on-going product development, Rotork reserves the right to amend and change
specifications without prior notice. Published data may be subject to change. For the very latest version
release, visit our website at www.rotork.com
The name Rotork is a registered trademark. Rotork recognises all registered trademarks. The Bluetooth®
word mark and logos are registered trademarks owned by Bluetooth SIG, Inc. and any use of such marks
by Rotork is under license. Published and produced in the UK by Rotork Controls Limited. POWTG1015
Rotork are corporate
members of the Institute
of Asset Management
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