rotork Skilmatic SI 3 Quick guide

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

2
Table of Contents
1. Introduction_____________________________3
1.1 Identifying Actuator Parts ..................3
1.2 Rotork Setting Tool .......................4
1.3 Introduction to this Manual .................5
2. Health and Safety _______________________6
2.1 Hazardous Area Approved Actuators ..........7
3. Storage _________________________________8
4. Mounting the Actuator __________________8
4.1 Lifting ..................................8
4.2 Mounting Orientation .....................9
4.3 Fitting the SI Actuator to a Valve .............9
4.4 Mechanical Adjustment ....................9
4.5 RH Actuator ............................10
4.6 GH Actuator ............................10
4.7 Linear Actuator. . . . . . . . . . . . . . . . . . . . . . . . . . 10
5. Cable Connections _____________________ 11
5.1 Terminal Block Layout ....................11
5.2 Earth/Ground Connections. . . . . . . . . . . . . . . . . 11
5.3 Removing Terminal Cover..................12
5.4 Cable Entries ...........................13
5.5 Connecting to Terminals ..................14
5.6 Replacing the Terminal Cover...............14
6. Operating Your SI Actuator ____________ 15
6.1 Manual Override (Optional) ................15
6.2 Operating Electrically .....................17
6.3 Accumulator (Optional) ...................17
6.4 Display – Local Indication ..................18
6.5 Display – Home Screen Selection ............19
6.6 Display Status Indication – Travel ............20
6.7 Display Status Indication – Control...........20
6.8 Display – Alarm Indication .................20
7. Basic Settings for Commissioning_______ 21
7.1 Connecting to the Actuator ................21
7.2 Security – Password ......................22
7.3 Basic Settings Menu ......................24
7.4 Limits .................................25
7.5 Setting the Close Limits ...................26
7.6 Setting the Open Limits ...................27
7.7 Setting the Actuator Operating Speed (Optional) ..27
7.8 Stroke Tests ............................28
7.9 Full Stroke Setup. . . . . . . . . . . . . . . . . . . . . . . . . 28
7.10 Partial Stroke Setup ......................29
7.11 Accumulator Charge Setup ................31
8. Setting the Indication Switches (Optional) _ 32
8.1 Removing the Indication Cover .............32
8.2 Adjusting the Limit Switches ...............32
8.3 Replacing the Indication Cover..............32
9. Maintenance and Troubleshooting______ 33
9.1 General Maintenance .....................33
9.2 Replacing the Filter.......................34
9.3 Replacing the Hydraulic Fluid ...............34
9.4 Approved Fuses .........................34
10. Decommissioning and Environmental
Considerations ________________________ 35
11. Weights and Measures_________________ 36
11.1 SI3 Actuators ...........................36
11.2 SI4 Actuators ...........................36
12. Vibration, Shock and Noise_____________ 36
13. Conditions of Safe Use _________________ 36
14. SI Approvals___________________________ 37

SI manual – Section: Introduction 3
1. Introduction
1.1 Identifying Actuator Parts
Spring Stop Cap
Lifting Eye
Fluid Reservoir
Indication Beacon
Electronics Cover
Cable Entries
Terminal Cover
Indication Cover
Display Window
Fluid Fill Plug
Motor Cover
Actuator Hydraulic
Cylinder
Manifold
Local Controls
Handpump
(Optional)
Hydraulic Cylinder Stop Bolt Cover
Actuator Body
Actuator Spring Can
Fig. 1.1.1 SI3 actuator

4 SI manual – Section: Introduction
1.2 Rotork Setting Tool
The Rotork Bluetooth
®
Setting Tool Pro
(BTST) combines the legacy IR and IrDA
communication protocols with Bluetooth
wireless technology. IR / IrDA support
for older Rotork products is retained (for
use as an IR communication tool, please
refer to publications PUB002-003 and
PUB002-004).
The BTST is able to connect to
Bluetooth
®
wireless enabled Rotork
actuators and related software to setup
and complete missions. Missions are
configurable programs of instructions
that are to be performed by the BTST
on an actuator and include (but are not
limited to) downloading configuration
and data log files as well as uploading
specific configurations to the actuator.
Different missions can be programmed
into the BTST via Insight 2.
Specification
Enclosure:
Constructed in accordance with IEC
60529 to IP54.
The BTST has been built in accordance
with the following standards:
ATEX II 1 G, Ex ia IIC T4 Ga
IECEx – Ex ia IIC T4 Ga
USA – FM Int Safe Class I, Div 1,
Groups A, B, C & D, T4
Canada – CSA Exia Int Safe, Class I, Div
1, Groups A, B, C & D, T4
Ambient Temperature Range:
Tamb = -30 to +50 °C (-22 to +122 ºF)
Operating Range:
Infrared 0.75 m
Bluetooth 10 m
Enclosure Materials:
Polycarbonate ABS blend,
Polycarbonate and Silicon Rubber
Instructions for Safe Selection,
Installation, Use, Maintenance
& Repair
1) The BTST must only be used in
hazardous areas (potentially explosive
atmosphere) permitted by the
equipment classification, temperature
class and ambient temperature range
stated in the specification (this is also
stated on the back of the BTST).
2) The following checks must be
conducted on the BTST prior to taking
it into a hazardous area:
a) The BTST function must be checked
by ensuring that the red or green LED,
either in the clear window or under
the ‘Enter’ key of the BTST, illuminates
when any button is pressed. If an LED
does not illuminate, there is a potential
functional problem with the BTST and
the inspection or battery replacement
stated in paragraph 6) must be
performed.
b) If the BTST is likely to come in
contact with aggressive substances
(e.g. solvents that may affect polymeric
materials), then it is the responsibility
of the user to take suitable precautions
(e.g. regular checks as part of the
routine inspections or establishing that
the enclosure materials are resistant
to the specific chemicals) that prevent
the BTST being adversely affected, thus
ensuring that the type of protection is
not compromised.
3) It is essential that the actuator
settings are checked for compatibility
with the valve, process and control
system requirements before the
actuator is put into service.
4) No user adjustment of the BTST is
required.
5) The BTST must be inspected
every three months, in a safe (non-
hazardous), dry area by suitably trained
personnel, to ensure it has been
maintained in accordance with the
applicable code of practice.

SI manual – Section: Introduction 5
6) In accordance with the BTST
hazardous area approvals and with the
recommendations from the approved
battery suppliers, the following are
mandatory requirements for safe use:
a) The inspection or replacement of the
batteries must be conducted in a safe
(non-hazardous), dry area.
b) The batteries must be removed from
the BTST when it is not expected to be
used for three months or longer.
c) Discharged batteries must be
removed from the BTST to prevent
possible damage.
d) The battery compartment of the
BTST must be inspected every three
months for any battery leakage. If any
battery leakage has occurred then the
BTST must not be used.
e) Only the following approved
Alkaline-Manganese or Zinc-
Manganese type ‘AAA’ size batteries
must be fitted to the BTST:
- Duracell: Procell MN2400
- Energizer: E92
f) Always replace all four batteries
at the same time. Always use four
unused batteries of the same approved
manufacturer, type and expiry date
code.
g) Ensure the batteries are fitted
with the correct polarity. The battery
polarity (+) is indicated on the inside of
the battery compartment of the BTST.
7) The BTST contains no other user
replaceable parts and it cannot be
repaired by the user. If the BTST is
faulty or needs repairing, it must not
be used.
1.3 Introduction to this Manual
This manual provides instruction on:
• Preparation and installation of the
actuator onto the valve
• Electrical (local and remote) and
optional manual operation
• Basic Commissioning
• Maintenance
Refer to Rotork for repair, overhaul
and spare parts.
Refer to Publication PUB021-069
for full configuration, status and
monitoring user manual.
Using the supplied Rotork Bluetooth®
Setting Tool Pro to access the actuator
set up procedures, non-intrusive setting
of pressure levels, position limits
and all other control and indication
functions can be made safely, quickly
and conveniently, even in hazardous
locations. The SI allows commissioning
and adjustment to be carried out with
the main power supply to the actuator
switched on.
Visit our web site at www.rotork.com
for more information on the SI, Insight 2
software and other Rotork actuator ranges.

6 SI manual – Section: Health and Safety
2. Health and Safety
This symbol identifies important
information necessary to avoid a
safety hazard, which might cause
bodily injury or death.
This manual is produced to enable a
competent user to install, operate,
adjust and inspect the Rotork SI range of
valve actuators. Only persons competent
by virtue of their training or experience
should install, maintain and repair
Rotork actuators.
Under no circumstances should
replacement parts be used in Rotork
actuators, other than those supplied or
specified by Rotork.
Work undertaken must be carried out in
accordance with the instructions in this
and any other relevant manuals.
If the actuator is used in a manner not
specified in this manual and any other
Rotork manual, the protection provided
by the actuator may be impaired.
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.
Due consideration of additional hazards
should be taken when using the SI range
of actuators with other equipment.
Should further information and guidance
relating to the safe use of the Rotork SI
range of actuators be required, it will
be provided on request. The electrical
installation, maintenance and use of
these actuators 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 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 relevant
standards such as British Standard
Codes of Practice. If the actuator has
nameplates indicating that it is suitable
for installation in hazardous areas then
the actuator may be installed in Zone 1
and Zone 2 classified hazardous area
locations only. It should not be installed
in hazardous area locations with an
ignition temperature less than 135 °C
(275 ºF), unless suitability for lower
ignition temperatures has been indicated
on the actuator nameplate.
It should only be installed in hazardous
area locations compatible with the gas
groups stated on the nameplate.
The electrical installation, maintenance
and the use of the actuator should be
carried out in accordance with the code
of practice relevant for that particular
hazardous area certification.
No inspection or repair should be
undertaken unless it conforms to the
specific hazardous area certification
requirements. Under no circumstances
should any modification or alteration
be carried out on the actuator as this
could invalidate the actuators hazardous
area approval certification. Access to live
electrical conductors is forbidden in the
hazardous area unless this is done under
a special permit to work, otherwise
all power should be isolated and the
actuator moved to a non-hazardous area
for repair or attention.
WARNING: Compressed Springs
All springs within the SI range of actuators
are pre-compressed. Springs must not
be removed from the actuator.
WARNING: Service Altitude
The actuator installation altitude must
be restricted to less than 2000 m
as defined by IEC61010-1 (Safety
requirements for electrical equipment
for measurement, control and
laboratory use).
WARNING: Hydraulic Fluid
SI actuators are filled with hydraulic
fluid. See actuator data label for type
of fluid supplied.
Should there be a requirement to
change the fluid, then first ensure
that the system is depressurised, and
the appropriate protective clothing
including gloves and safety glasses are
worn. Used hydraulic fluid must be
disposed of safely, refer to section 10.
WARNING: Motor Temperature
Under normal operation the
temperature of the actuator’s motor
cover surfaces can exceed 60 °C above
ambient.
WARNING: External Heat Source
The hydraulic system connected to
the control module could provide an
external heat source.
WARNING: Surface Temperature
The installer/user must ensure that the
actuator surface temperature rating
is not influenced by external heating/
cooling effect (e.g. valve/pipeline
process temperatures).

SI manual – Section: Health and Safety 7
WARNING: Enclosure Materials
Control Module: Aluminium
Display Window: Toughened Glass
External Fasteners: Stainless Steel
Actuator Body: Carbon Steel
Drive Shaft: Carbon Steel
Piping: Stainless Steel
Paint Finish: Standard 2-Pack
epoxy silver grey
The user must ensure that the operating
environment and any materials
surrounding the actuator cannot lead
to a reduction in the safe use of, or the
protection afforded by, the actuator.
Where appropriate the user must
ensure the actuator is suitably protected
against its operating environment.
WARNING: Operating by Hand.
With respect to optional manual
operation of Rotork SI actuators, refer
to section 6.1.
WARNING: Actuator may start
and operate when remote is selected.
This will be dependent on remote
control signal status and actuator
configuration.
WARNING: Unit Weight
The actuator weight is shown on the
nameplate. Care must be taken to
transport, move or lift the actuator
safely. Lifting information is available in
section 4.
2.1 Hazardous Area Approved
Actuators
Special Conditions of Safe Use
Refer to the actuator nameplate for
unit specific details.
This equipment shall be installed such
that the risk of impact to the window
is low.
This equipment includes some external
non-metallic parts, including the outer
protective coating. The user shall
therefore ensure that the equipment is
not installed in a location where it may
be subjected to external conditions
(such as high-pressure steam) which
might cause a build-up of electrostatic
charges on non-conducting surfaces.
Additionally, cleaning of the
equipment should be done only with a
damp cloth.
The equipment utilises A4-80 fasteners,
if these are changed they shall only be
replaced by A4-80 fasteners.
The equipment flamepaths require
specialist inspection equipment for
verification and should not be repaired.
Ensure that appropriately certified
threaded adapters, cable glands or
conduit are tight and fully waterproof.
Seal unused cable entries with steel
or brass threaded plugs. In hazardous
areas an appropriate certified threaded
blanking plug must be installed at
the cable entry without the use of an
interposing thread adapter.
Actuators approved for use in Ordinary
and Hazardous Locations in Canada
and the USA require mains supply
cables to comply with CSA C22.2 No
21 or ANSI/UL 817.
SI wiring can reach 81 ºC (178 ºF) in
70 ºC (158 ºF) ambient temperature.

8 SI manual – Section: Storage
3. Storage
If your actuator cannot be installed
immediately, store it in a dry place until
you are ready to connect incoming cables.
If the actuator has to be installed but
cannot be cabled it is recommended
that the plastic transit cable entry plugs
are replaced with metal plugs.
Apart from the terminal and indication
cover, it is not necessary to remove any
electrical compartment covers in order
to commission the SI actuator.
Fill the reservoir with the correct
hydraulic fluid to protect the interior
from corrosion.
Visually inspect the equipment
periodically to identify any potential
corrosion. Repair as required.
Rotork cannot accept responsibility for
deterioration caused on-site once the
covers are removed.
Every Rotork actuator has been fully
tested before leaving the factory to
give years of trouble free operation,
providing it is correctly commissioned,
installed and sealed.
Do not store in temperatures beyond
the normal operating range as stated
on the data label.
4. Mounting the Actuator
4.1 Lifting
NOTE: Refer to section 11 Weights
and Measures for actuator weight.
Ensure the valve is secure before fitting
the actuator as the combination may
be top heavy and therefore unstable.
If it is necessary to lift the actuator
using mechanical lifting equipment then
certified slings should be attached as
indicated in figure 4.1.1.
At all times trained and experienced
personnel should ensure safe lifting
particularly when mounting actuators.
WARNING: The SI actuator must
only be lifted from the spring can,
actuator body or hydraulic cylinder.
WARNING: The actuator should be
fully supported until full valve shaft
engagement is achieved and the actuator
is secured onto the valve flange.
WARNING: Do not lift the actuator
and the valve combination via the
actuator. Always lift the valve/actuator
assembly via the valve flange.
Each assembly must be assessed on an
individual basis for lifting.
Fig. 4.1.1. SI3 lifting: Slings attached to the lifting eye and hydraulic cylinder stop bolt cover.

SI manual – Section: Mounting the Actuator 9
4.2 Mounting Orientation
SI actuators allow many different mounting orientations. The orientation of the
motor and fluid reservoir defines the permissible orientations. It is NOT permitted
for the fluid reservoir to be installed above the motor, as shown in figure 4.2.1.
Fluid Reservoir
Motor
Fig. 4.2.1. The fluid reservoir and motor must NOT be mounted in this orientation when vertical.
4.3 Fitting the SI Actuator to a Valve
SI actuators are machined to suit a
close coupled ISO 5211 mounting.
See section 4.5 and 4.6 for actuator
base and mounting information.
If the actuator cannot be mounted
directly on to the valve, a separate
bracket and coupling will be required.
Before fitting the actuator, ensure that
the valve is in the Fail / de-energised
position and fit the coupling on the
valve, ensuring that the drive is in the
correct orientation.
Lower the actuator on to the valve,
making sure that the drive is properly
located.
Fit the securing bolts, but before
tightening ensure that the actuator and
valve are properly aligned.
Actuator to valve fixing must conform
to material specification ISO Class 8.8,
yield strength 628 N/mm2.
4.4 Mechanical Adjustment
The mechanical limits of SI actuators
are adjusted by using the stop bolts in
the end of the hydraulic cylinder and
the spring can.
In Fail-closed actuators the stop bolt
in the hydraulic cylinder adjusts the
closed limit and the spring can adjusts
the open limit. In Fail-open actuators it
is the opposite way around.
Actuators can be adjusted by ±5° in
both open and closed position. Giving
an overall maximum rotation of 100°.

10 SI manual – Section: Mounting the Actuator
Adjustment Procedure - Hydraulic
Cylinder
• Remove the stop bolt cover and
loosen the stop nut.
• Open the actuator slightly to remove
the pressure from the stop bolt. The
thread in the end plate can be stripped
if used to compress the spring.
• Adjust the stop bolt clockwise for
reduced rotary motion and anti-
clockwise for increased rotary motion
of the actuator.
• Once the desired position is achieved,
tighten the stop nut, ensuring that
the sealing washer is centred on the
shaft and seated in the machined
recess in the flange.
• Reinstall the stop bolt cover, ensuring
that the sealing washer is centred on
the shaft and seated in the machined
recess in the stop bolt cover.
Stop Bolt
Cover
Sealing Washer
Stop Nut
Sealing Washer
Stop Bolt
Actuator Hydraulic Cylinder
Adjustment Procedure - Spring
Canister Adjustment
• Remove the spring stop cap.
• Adjust the stop bolt clockwise for
reduced and anti-clockwise for
increased rotary motion.
• Once the desired position is achieved,
replace the spring stop cap.
Stop Bolt
Spring
Stop Cap
Actuator
Spring Can
4.5 RH Actuator
For all information regarding the
installation and maintenance of these
actuators please refer to PUB019-018
RH Installation & Maintenance,
available on www.rotork.com.
4.6 GH Actuator
For all information regarding the
installation and maintenance of these
actuators please refer to PUB011-007
GH Installation & Maintenance,
available on www.rotork.com.
4.7 Linear Actuator
For all information regarding the
installation and maintenance of these
actuators please refer to PUB020-015
LP/S for use with SI Controllers
Installation & Maintenance, available
on www.rotork.com.

SI manual – Section: Cable Connections 11
WARNING: Ensure all power
supplies are isolated before removing
actuator covers.
Check that the supply voltage
matches that stamped on the actuator
nameplate.
A switch or circuit breaker must be
included in the wiring installation of
the actuator. The switch or circuit
breaker must meet the relevant
requirements of IEC60947-1 and
IEC60947-3 and be suitable for the
application. The switch or circuit
breaker must not disconnect the
protective earth conductor. The switch
or circuit breaker must be mounted
as close to the actuator as possible
and shall be marked to indicate that
it is the disconnect device for that
particular actuator. The actuator must
be protected with a suitably rated
overcurrent protection device.
Power supply cables must have
sufficient mechanical protection
properties to meet installation
requirements and be screened to
comply with EMC requirements of the
installed actuator. Suitable methods
include armoured and/or screened
cables or cables contained within
conduit.
5.2 Earth/Ground Connections
A lug with a 6 mm diameter hole is
cast adjacent to the conduit entries for
attachment of an external protective
earthing strap by nut and bolt. An
internal earth connection is also
provided however it must not be
used alone as the protective earth
connection.
5. Cable Connections
5.1 Terminal Block Layout
Fig. 5.1.1. Terminal numbers refer to connections as shown on the actuator circuit diagram

12 SI manual – Section: Cable Connections
5.3 Removing Terminal Cover
Using a 6 mm Allen (hex.) key loosen
the four captive screws evenly. Do not
attempt to lever off the cover with
a screw driver as this could damage
the O-ring seal and may damage
the flamepath on a hazardous area
certified unit.
Fig. 5.3.1.
A plastic bag in the terminal
compartment contains:
• Terminal screws and washers
• Spare cover O-ring seal
• Wiring diagram
• Instruction manual
Fig. 5.3.2.

SI manual – Section: Cable Connections 13
5.4 Cable Entries
Only appropriate certified explosion
proof cable glands or conduit may be
used in hazardous areas.
There are five cable entries in the
actuator terminal compartment, which
have a M25 x 1.5p thread.
In hazardous areas, only one
appropriately certified explosionproof
thread adaptor or plug per entry may
be used.
Fig. 5.4.1.
Remove plastic transit plugs. Make
cable entries appropriate to the cable
type and size.
WARNING: Ensure that threaded
adaptors, cable glands or conduit
are tight and fully waterproof. Seal
unused cable entries with steel or brass
threaded plugs. In hazardous areas an
appropriate certified threaded blanking
plug must be installed at the cable
entry without the use of an interposing
thread adaptor.

14 SI manual – Section: Cable Connections
5.5 Connecting to Terminals
Field wiring connections are by wire
termination ring crimp terminals. If
necessary, suitable insulation must
be applied to bare metal ring crimp
terminals in order to ensure adequate
separation between 'hazardous live'
and 'non-hazardous live' circuits
considering, and in accordance with,
national regulations and statutory
provisions.
Ring crimp terminals are secured
with the supplied M4 (control and
indication) and M5 (power) pan head
screws.
WARNING: To ensure secure
electrical connections, it is important
that the requisite washers are used
as shown in figure 5.5.1. Failure to do
so may result in connections working
loose or screws not clamping down
on ring crimp terminals. Spring
washers must be compressed. Screw
tightening torques must not exceed
1.5 Nm (1.1 lbf.ft).
4 or 5 mm
Pan Head
Spring
washer
Plain
washer Ring crimp
terminal
Fig. 5.5.1 .
WARNING: Actuators approved
for use in Ordinary and Hazardous
Locations in Canada and the USA
require mains supply cables to comply
with CSA C22.2 No 21 or ANSI/UL 817.
WARNING: SI Wiring can reach
81 °C (178 ºF) in a 70 °C (158 ºF)
ambient temperature.
WARNING: R efer to figure 5.1.1
for terminal position numbers. On
Ex "e" certified terminal enclosures,
connections must be made with AMP
ring crimp terminals.
Earth and power, position 1, 2 and 3
must be made with AMP type 160292
- M5 ring crimp terminals.
Control and indication position 4 to 47
must be made with AMP type 34148 -
M4 ring crimp terminals.
Refer to the wiring diagram to identify
functions of terminals. Check the
supply voltage is the same as that
marked on the actuator nameplate.
Remove the red power terminal guard.
Begin by connecting power cables and
replace guard.
WARNING: For safety reasons, the
same voltage must be connected to
actuator terminals that share a common
connection. Refer to actuator wiring
diagram for information.
All external circuits must be provided
with insulation suitable for the rated
voltage when considering national
regulations and statutory provisions.
5.6 Replacing the Terminal Cover
Ensure cover O-ring seal and spigot
joint are in good condition and lightly
greased before refitting cover.

SI manual – Section: Operating Your SI Actuator 15
6. Operating Your SI Actuator
6.1 Manual Override (Optional)
Manual override is not a standard
feature on SI actuators. The following
section is only applicable for actuators
configured for manual override
operation.
WARNING: Manual Operation
should only be performed when there
is no power supplied to the actuator.
Fig. 6.1.1. Manual Override Handle
WARNING:
The actuator cannot be
operated electrically when in Manual
Operation mode and will not respond
to emergency shut down (ESD) signals
until Electrical Operation mode is
selected again.
The manual override feature is different
for SI actuators without an accumulator
and SI actuators with an accumulator.
The manual override handle for SI
without an accumulator has two
positions and turns through 90°. The
manual override handle for SI with an
accumulator has three positions and
turns through 180°. A steel pin fixed to
the manual override handle indicates
the operating mode. Figure 6.1.1 shows
electrical operation is selected.
The following symbols indicate
operating mode:
Electrical Operation:
Manual Operation
Pump to Open:
Manual Operation
Pump to Close:
Stop:
The default position (normally closed
or normally open) is determined by the
actuator configuration.
Fail Safe Without Accumulator
• Pull the manual override handle
outwards and turn to select Manual
Operation.
• Pull the hand pump handle out of
the storage clips.
• Slide the hand pump handle onto the
hand pump lever and fit the retainer
pin to hold them together.
• In a smooth action, move the hand
pump handle up and down to pump
fluid into the hydraulic cylinder.
• To return the actuator to the fail safe
position, pull the manual override
handle outwards and rotate it to
select Electrical Operation. Pressure
will release from the cylinder and the
actuator will move.
Stayput Without Accumulator
• Leave the manual override handle in the
Electrical Operation position.
• Pull the pump handle out of the storage
clips.
• Slide the handle onto the hand pump
lever and fit the retainer pin to hold
them together.
• In a smooth action, move the hand
pump handle up and down to pump
fluid into the hydraulic cylinder.
• To return the actuator to the default
position, pull the manual override
handle outwards and rotate it to select
Manual Operation.

16 SI manual – Section: Operating Your SI Actuator
Fail Safe With Accumulator
Manually operate the actuator using
stored energy from the accumulator.
• Pull the manual override handle
outwards and rotate to select
Manual Operation.
• To stop the actuator, pull the manual
override handle outwards and rotate
to select Stop.
• To return the actuator to the fail safe
position, pull the manual override
handle outwards and rotate it to
select Electrical Operation. Pressure
will release from the cylinder and the
actuator will move.
A hand pump can be used to manually
operate the actuator if accumulator
pressure is depleted. Accumulator
pressure can only be replenished
electrically.
Stayput With Accumulator
Manually operate the actuator using
stored energy from the accumulator.
• Pull the manual override handle
outwards and rotate to select
Manual Operation.
• To stop the actuator, pull the manual
override handle outwards and rotate
to select Electrical Operation.
A hand pump can be used to manually
operate the actuator if accumulator
pressure is depleted. Accumulator
pressure can only be replenished
electrically.
Preventing Unauthorised Use
Unauthorised use can be prevented
by installing a padlock with a 5 mm
shackle through the manual override
handle. Operating mode will remain
fixed to the selected mode.
Fig. 6.1.2. Padlocked handle
Note: When using the manual
override in a Safety Instrumented
System (SIS), please refer to the SI
safety manual. This is available upon
request from Rotork.

SI manual – Section: Operating Your SI Actuator 17
6.2 Operating Electrically
Check that the power supply voltage
matches with that on the actuator
nameplate. Switch on the power supply.
WARNING: Do not operate the
actuator electrically without first
checking, using a Setting Tool, that
at least the Basic Settings have been
made (refer to section 7).
Selecting Local/Stop/Remote
Operation
The red selector enables either Local
or Remote control, lockable in each
position using a padlock with a 6.5 mm
shackle.
When the selector is locked in the
Local or Remote positions the Stop
facility is still available. The selector can
also be locked in the Stop position to
prevent electrical operation by Local or
Remote control.
Fig. 6.2.1. SI Local Controls
Local Control
Position the red selector to Local as
shown in figure 6.2.1, turn the adjacent
black selector to select the Open
or Close commands. Select Stop by
turning the red selector 90° clockwise.
Remote Control
Position the red selector to Remote,
this allows the remote control signals
to operate the actuator. Select Stop
by turning the red selector 90° anti-
clockwise.
6.3 Accumulator (Optional)
The accumulator for spring-return
actuators is used to speed up operation
against the spring. Accumulators
are an energy storage method using
pressurised hydraulic fluid. The fluid is
pressurised using a high pressure inert
gas (normally nitrogen). SI actuators
automatically maintain fluid pressure
in the accumulator during normal
operation.
Pre-charging the accumulator and the
safe use of pre-charging equipment
must be performed in accordance with
the manufacturer's instructions.
SI actuators can also be operated in
the hydraulic and spring direction while
powered off if there is enough stored
energy available in the accumulator.
WARNING: Stored energy in
accumulators has the potential to cause
harm. Always assume the accumulator
is pressurised until the accumulator
pressure can be verified as low.
WARNING: Powered off equipment
may unexpectedly move.
WARNING: Hydraulic accumulators
are pressure vessels therefore
installation, commissioning,
disassembly and maintenance should
only be performed by professionally
trained, qualified personnel.

18 SI manual – Section: Operating Your SI Actuator
6.4 Display – Local Indication
1
2
3
44
5
6
7
8
9
Fig. 6.4.1. Segment Display
1. Position Display
This is the main segment display
for position and pressure; position
indication to one decimal place.
2. Analogue Scale
When analogue pressure (% of rated)
or positioning (% position / demand)
homescreens are selected. Refer to
section 6.4.
3. Infrared LEDs
Used for older models of setting tool
and to initiate a data connection using
Bluetooth wireless technology.
4. Dual Position LEDs
Consisting of 2x Yellow for mid-position
and 2x bi-colour (Red / Green) for end
of travel indication.
5. Bluetooth Indication LED
A dual intensity LED for indicating an
active connection using Bluetooth
wireless technology.
6. Alarm Icon
This will be displayed for valve, control
and actuator alarms. Alarm indication
is supported by a status description
in the text in the line above the main
display.
7. Infrared Icon
This icon flashes during setting tool
communication activity. LEDs will also
flash when keys are pressed.
8. Percentage Open Icon
When a number value is shown to
indicate the valve position e.g. 57.3.
This icon will be displayed.
9. Display
A high resolution 168x132 pixel display
for displaying setup menus and data
log graphs.
When a positional display is active, the
status and active alarms will be displayed.
The LCD screen is made up of two layers;
the main segment display and the dot
matrix display. The displays are dual
stacked so that either display can be
enabled to show different information.
This also allows a combination of both
displays for added flexibility.
The LCD is backlit with a white light
to enable the best viewing contrast in
all lighting conditions. For additional
positional indication, the LEDs at either
side of the LCD are used for Closed
(red), mid-travel (yellow) and Open
(green) as standard. These LEDs are
fully configurable in the settings menu
or on request at time of order.

SI manual – Section: Operating Your SI Actuator 19
6.5 Display – Home Screen Selection
The actuator display can be set to show
any one of the following home screens:
• Digital position indication
• Analogue pressure & digital position
indication
• Digital pressure & digital position
indication
• Position & control demand
indication
The default home screen is Digital
Position indication. Home screens
indicate the live conditions measured
by the actuator.
The required home screens can be
set by the user either as a permanent
display or as a temporary display for
valve or actuator operational analysis.
Temporary Home Screen display.
Using the setting tool (refer to section
7.1) or arrow keys, scroll through
the available home screens until
the required one is displayed. The
selected screen will remain displayed
for approximately 5 minutes after the
last setting tool command or until the
actuator power is cycled.
Permanent Home Screen display.
Using the setting tool (refer to section
7.1) connect to the actuator.
From the Settings menu, select
Indication, Local Display. From the
available settings, select Home Screen.
Enter the password if requested (refer
to section 7.2), select Home screen
and from the dropdown list, select the
required Home screen for permanent
display:
R
B
R
LED INDICATION: R = RED, G = GREEN, Y = YELLOW, B = BLUE
R/G R/G
Stopped
LCD
Home Screen Position
Power Save Pressure D + Pos
Contrast Positioner
LED
Close LED Green Red
Mid Travel LED On
Alarm LED Disabled
1/8
Y
B
Y
Fig. 6.5.1 . Home Screen Selection
Position - Digital Position Indication
(Default)
Pressure D + Pos - Digital pressure &
digital position indication
Positioner - Position & control
demand indication
Once selected, the set display will be
the active, permanent home screen.
Refer to Figs 6.5.2 to 6.5.5.
R
B
R
LED INDICATION: R = RED, G = GREEN, Y = YELLOW, B = BLUE
R/G R/G
Stopped
Y
B
Y
Fig. 6.5.2. Position
R
B
R
LED INDICATION: R = RED, G = GREEN, Y = YELLOW, B = BLUE
R/G R/G
Pressure
Position
Stopped
Y
B
Y
Fig. 6.5.3. Pressure D + Pos
Position
Pressure Act
%
%
%
Pressure Acc
Moving Open
Low Pressure
Y
B
Y
Fig. 6.5.4. SI4 Pressure D + Pos
R
B
R
LED INDICATION: R = RED, G = GREEN, Y = YELLOW, B = BLUE
R/G R/G
10 90
20 80
0100
30 70
40 60
50
Demand
Position
Y
B
Y
Fig. 6.5.5. Positioner

20 SI manual – Section: Operating Your SI Actuator
6.6 Display Status Indication –
Travel
The SI display provides real-time status
indication. The top line of the text area
is reserved for travel status indication.
Figure 6.6.1 shows the travel status
example of Close Limit.
YY
RR
Fig. 6.6.1.
6.7 Display Status Indication –
Control
The bottom line of the text area is
reserved for control status indication
and is displayed for approximately 2
seconds after the control mode or
signal is applied.
Figure 6.7.1 shows the control status
example Remote Control.
YY
RR
Fig . 6.7.1 .
6.8 Display – Alarm Indication
The SI display provides indication of an
alarm or a fault in the form of text and
an icon.
The alarm icon will be displayed on the
right hand side of the screen. This will
be supported with text in the bottom
line indicating the particular alarm. If
more than one is present, each will be
displayed in sequence.
Figure 6.8.1 shows the status example
ESD Active.
ESD Active
YY
RR
Fig. 6 .8.1 .