rotork Skilmatic SI Series User manual

Keeping the World Flowing
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3rd Generation Skilmatic SI
Full configuration, status and monitoring user manual
SI Electro-Hydraulic
Valve Actuators
Skilmatic SI Range

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2

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SI Full Configuration Manual – Section: Introduction 3
Table of Contents
ACTUATOR
SETTINGTOOL
This manual provides instruction on the set-
up and analysis of the actuator.
It is structured so that instruction on using the
setting tool, navigation and password security is
contained in section 1.1.
This then must be applied when changing
settings and viewing information as set out in
section 2.5.
The user must therefore be familiar with
the operations contained in section 1 before
proceeding.
This manual should be read in conjunction
with PUB21-057-00-1015 SI Range Instructions
for Safe Use, Installation Basic set-up and
Maintenance supplied with the actuator and
also available at www.rotork.com
1. Introduction
1. Introduction __________________________3
1.1 Using the Rotork Setting Tool __________4
1.2 Connecting to the Actuator ___________6
1.3 Password Security ____________________7
2. Settings ______________________________8
2.1 Limit s ______________________________8
2.2 Stroke Tests ________________________11
2.3 Indication __________________________13
2.4 Control ___________________________ 16
2.5 Security___________________________ 35
2.6 Default ___________________________ 37
3. Status ______________________________ 38
3.1 Control ___________________________ 38
3.2 Movement ________________________ 42
3.3 Alarms ___________________________ 43
3.4 Indication _________________________ 46
4. Data Log ___________________________ 48
4.1 Service Log________________________ 49
4.2 Life Log___________________________ 50
4.3 Pressure Profile _____________________51
4.4 Starts Profile _______________________51
4.5 Trend Logs ________________________ 52
4.6 Events Logs _______________________ 55
4.7 Alarm Log ________________________ 57
4.8 Partial Stroke ______________________ 58
4.9 Full Stroke ________________________ 58
4.10 Data Log − Bluetooth Log ___________ 59
4.11 Data Log − Set Log Date ____________ 59
5. Assets ______________________________ 60
5.1 Actuator __________________________ 61
5.2 NAMUR 107_______________________ 63
5.3 Valve _____________________________ 64
5.4 Online Help _______________________ 65

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4SI Full Configuration Manual – Section: Introduction
The setting tool is used to connect to the actuator, navigate
through menus, change settings and view information presented
on the actuator display.
5
1
8
7
6
4
2
3
9
11
10
Name General Operation
1. Key Scroll up.
2. Key Scroll down / Connect via Bluetooth®.
3. Key Decrease value / Toggle setting / Scroll left.
4. Key Increase value / Toggle setting / Scroll right.
5. Key Select the highlighted item.
Save the highlighted setting.
Stop actuator running (when setting tool
control is enabled, refer to 2.3.1).
6. Key Return to previous menu.
7. Key Cycle between standard and zoom view on data
logger pressure graphs.
8. Key Actions the pre-configured mission stored on
the Rotork Bluetooth®Setting Tool Pro.
9. Infrared transmitter window.
10. Key Send a Close command to the connected
actuator (when enabled refer to 2.3.1).
11. Key Send an Open command to the connected
actuator (when enabled refer to 2.3.1).
Navigation
To navigate through screens, menus and pages, the
and keys are used. A single key press results in one
movement. Holding the key will result multiple movements in
succession. Menus, pages and dropdowns wrap round. This
means that an item at the bottom of a screen can be accessed by
pressing while at the top.
Shorthand instructions
This manual uses shorthand instruction (example):
(meaning select, edit setting, save) to prompt the user with the
key operations required. The display will also indicate the relevant
keys at the bottom left.
Pages, functions and index
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 1 out of a total of
12 functions within that menu.
This manual uses the display function number as a
reference for instructions.
1/12
Close Limit
Close settings
Action Limit Pressure
Pressure Limit 90%
Pressure Mid 0%
Semi Auto Setup On Off
Set Limit
Sensor Position 15%
Open settings
Action (highlighted) is function 1 out of a total 12
on the LIMITS page.
Selection
The key is used to select a main menu item, menu items
or instruction buttons. For a setting, the key is used to
select when a change is required. The first time this occurs in
a communication session, a password will be requested on the
screen, refer to 1.3. Subsequent changes within the same session
do not require the entry of a password. When selected, a menu
item will be opened or a setting / function will be highlighted.
Information, instruction and password entry screens require an
or button to be selected. Navigate to highlight
the required button using or and press to select.
Setting controls
There are four types of setting control used. When a function
is selected, the ability to change the function, setting or value
is made available using drop down list boxes, checkboxes, slider
controls or numerical values.
Drop down list boxes
Drop down list boxes are indicated by .
Close Limit
Monitor Relay
Mode Available
Temperature Trip
Temp. High oC 60
Temp. Low oC -30
S1
Function Closed Limit
Contact N/O N/C
1/39
The example of the S1 indication contact Function (highlighted)
dropdown list box is shown below. When selected (password
entered if applicable, the current set function will be highlighted
within the drop down list.
ACTUATOR
SETTINGTOOL
1.1 Using the Rotork Setting Tool

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SI Full Configuration Manual – Section: Introduction 5
Open Limit
Option Control
Ctrl Source 1 Profibus
Ctrl Source 2 Disabled
Ctrl Selection Available
Option mmmmmmmmmmm
Analogue 0%
Profibus 0%
Disabled 0%
0%
3/16
Disabled
Hardwired
Source 1
Hardwired / Source 1
Source 1 / Source 2
Src 1 Ang Source 2
The symbol in the drop down box indicates more functions
are available by scrolling or .
Use or to scroll through the list until the required function
is highlighted. Press to select. The drop down list box will
close and the selected function will be saved and shown on
thepage.
To exit the drop down list without saving a new setting,
press to return to the page.
Checkboxes
Checkboxes are indicated by or .
Close Limit
Close Settings
Action Limit Pressure
Pressure Limit 90%
Pressure Mid 0%
Semi Auto Setup On Off
Set Limit
Sensor Position 15%
Open Settings
1/12
An example for the limit setting checkbox is shown.
Waiting For Status
Close settings
Action Limit Pressure
Pressure Limit 95%
Pressure Mid 0%
Semi Auto Setup On Off
Set Limit
Sensor Position 0%
Open Settings
1/12
When selected (password entered if applicable, refer to 1.3), the
current mode will be highlighted.
Use either the or to toggle between modes.
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.
Slider controls
Slider controls graphically indicate the set value followed by the
exact numerical value, for example:
To Position 80%
The range covered by the slider is fixed and is determined by
its function.
Waiting For Status
S1
Function Pos % Open
Contact N/O N/C
Pressure Limit 10%
S2
Function Open Limit
Contact N/O N/C
Position 50%
10/40
An example of the S1 indication position value is shown above.
The S1 contact function of Pos.% Open indication will show the
valve position at which the contact will change state.
Press (enter password if applicable). Use or to decrease
or increase the value.
Slider controls wrap round so a key press on a minimum value
will wrap round and indicate the maximum value. The value step
changes increase as either of the keys is held down.
Numerical values
Numerical values relate to fields such as time or address - shown
in the example.
Waiting For Status
Close Settings
Action Limit Pressure
Pressure Limit 95%
Pressure Mid 0%
Semi Auto Setup On Off
Set Limit
Sensor Position 0%
Open Settings
2/12
Press (enter the password if applicable). Use or to
decrease / increase the numerical value. Press to select when
the correct value is attained.
To exit the numerical value control without saving a new
value, press to return to the previous page.
ACTUATOR
SETTINGTOOL
1.1 Using the Rotork Setting Tool continued

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6SI Full Configuration Manual – Section: Introduction
The Rotork Bluetooth®Setting Tool Pro incorporating Bluetooth
wireless technology is shown below. It is identified by the key
symbols and a clear band between the top and bottom casings
being transparent.
The Rotork Infrared Setting Tool Pro is identified by solid yellow
keys and a yellow band between casings:
Yellow: Rotork Infrared Setting Tool Pro
Clear: Rotork Bluetooth®Setting Tool Pro
Connecting to the actuator using Bluetooth
The actuator must be powered up to connect using Bluetooth. The
default security set in the actuator for Bluetooth connection is by
initiation using an Infrared command. This means that the user must
be in close proximity and in direct line of sight of the actuator.
Point the setting tool at the Infrared sensor located at the lower
right of actuator display window within a range of 0.25 m (10")
and press key until the key flashes blue.
The screen will change to the Main Menu screen.
Close Limit
Settings
Data Log
Status
Assets
The setting tool will automatically connect using
Bluetooth which takes up to 5 seconds.
Connection is indicated by a blue light on the tool and in the
actuator display window. Once connected, the tool can be used
without pointing it at the display window.
Bluetooth connection will be maintained while setting tool key
commands are made. After a period of 5 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 keys together.
Connecting to the actuator using Infrared
Infrared communication is used when:
1. Bluetooth communication has been disabled.
2. Legacy Infrared tool is used (yellow banded).
Communication is by direct line of site, within 0.25 m (10"). Keys
have the same function as previously shown.
ACTUATOR
SETTINGTOOL
1.1 Using the Rotork Setting Tool continued 1.2 Connecting to the Actuator

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SI Full Configuration Manual – Section: Introduction 7
ACTUATOR
SETTINGTOOL
Menus, pages and settings may be viewed when the actuator is
set to Remote, Stop or Local. To change a setting, the actuator
must be selected to Local or Stop using the red selector and the
correct password must be entered.
The password will be requested the first time a function
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 will be displayed:
Open Limit
Press the key to return to the previous page. Set the red
selector to Local or Stop to proceed with the setting change.
With the actuator correctly selected and when any setting
function is selected, the password screen will be displayed.
The factory set default password ROTORK is displayed and the
OK button is highlighted.
Press key. 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:
ROTACT
Waiting For Status
Enter user selected Password:
Use key to highlight new password entry box
and press key.
Use keys to scroll through alphanumeric values to display
required character.
Use key to move to the next character.
Use key to delete the highlighted character.
Use key when selected password is complete.
Navigate to the OK button using the keys then press to
accept the password.
Password levels
Viewer − ROTORK
Modify − ROTACT
1.3 Password Security

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8SI Full Configuration Manual – Section: Settings
Close Limit
Settings
Limits
Stroke Tests
Indication
Control
Security
Defaults
Service
2. Settings Menu Page
2.1 Limits 8
2.2 Stroke Tests 11
2.3 Indication 13
2.3.1 Contacts 13
2.3.2 Local Display 15
2.3.3 Analogue 16
2.4 Control 16
2.4.1 Local Control 17
2.4.2 Remote Control 18
2.4.3 ESD 33
2.4.4 Stepping Control 34
2.5 Security 35
2.6 Defaults 37
Close Limit
Settings
Limits
Stroke Tests
Indication
Control
Security
Defaults
Service
Close Settings
Action Limit Pressure
Pressure Limit 90%
Pressure Mid 0%
Semi Auto Setup On Off
Set Limit
Sensor Position 15%
Open Settings
Action Limit Pressure
Pressure Limit 90%
Pressure Mid 0%
Semi Auto Setup On Off
Set Limit
Sensor Position 93%
12/12
Close Settings
1/12 Action
The actuator can be configured to Close on pressure or to Close
on limit.
Pressure (default)− The actuator will move the valve to the set
Closed limit and then travel to the mechanical stop.
Limit − The actuator will move the valve to the set Closed limit
position and stop.
To change, press keys then again. The checkbox
will indicate the set closing direction.
2/12 Pressure Limit
This setting allows the maximum cut-off pressure while travelling
from the Closed electrical limit to the mechanical end stop to be
set. The value is a % of the maximum available pressure, which is
limited by the pressure relief valve.
Default = 90%
To change press or arrow key then again. The
slider will indicate the set closing pressure %. (Factory
default is 90% of working pressure).
2. Settings 2.1 Settings − Limits

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SI Full Configuration Manual – Section: Settings 9
3/12 Close Pressure Mid
This settings allows the maximum / minimum cut-off pressure
whilst travelling from the Open electrical limit to the Closed
electrical limit. If the value is set for 0, on the slider this then
defaults to the setting previously set for the pressure limit.
Default = 0%
To change press or arrow key then again. The
slider will indicate the set mid travel closing pressure %.
(Factory default is 00).
4/12 Semi Auto Set-up
With the setting switch On the actuator Closed limit is initially
set at the mechanical stop of the valve / actuator with the
software then scaling back this setting by approximately 2% of
travel, to move the electrical limit away from the mechanical
stop. This prevents any issues with failure to reach the electrical
limit when the actuator is in service. Switching Off allows the
actuator to travel further.
Default = ON
To change press or arrow key then again. The
checkbox will indicate the set action. (Factory default is
Semi Auto set up On).
5/12 Set Closed Limit
A Closed limit position cannot be set if the actuator is at the
Open limit.
If the actuator has been delivered complete with the valve, the
valve maker should have already set the Closed and Open limit
positions, refer to testing below.
The Closed limit is set by ensuring the actuator is at the
mechanical Closed limit position and then pressing key
asbelow.
Close Limit
Close Settings
Action Limit Pressure
Pressure Limit 95%
Pressure Mid 0%
Semi Auto Setup On Off
Set Limit
Sensor Position 15%
Open Settings
6/12
The actuator will then display the following instruction.
Move to closed limit
Move the actuator and valve to the Closed position and press
key to select OK. This will set the Closed limit at the current
valve / actuator position and if not previously illuminated,
the Closed limit indication LED (factory default green) will
beilluminated.
Testing: The limit position can be confirmed by opening the
actuator until the indication LED changes colour and then
moving closed until the Closed limit position is displayed and the
LED is turned on at the set Closed position.
6/12 Sensor Position
Sensor Position 15%
This slider shows the current position of the position sensor and
cannot be adjusted, this setting for the Closed limit position
needs to read above 5% to prevent a fault condition occurring.
Open settings
7/12 Open Action
The actuator can be configured to Open on pressure or to Open
on limit.
Pressure − The actuator will move the valve to the set Open
limit and then travel through to the mechanical stop.
Limit (default)− The actuator will move the valve to the set
Open limit position and stop.
To change press or arrow key then again. The
checkbox will indicate the set closing action.
2.1 Settings - Limits continued
Continued over page

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10 SI Full Configuration Manual – Section: Settings
8/12 Pressure limit
This setting allows the maximum cut-off pressure while travelling
from the Open electrical limit to the mechanical end stop limit to
be set. The value set is a % of the maximum available pressure,
which is limited by the pressure relief valve. Default = 90%.
To change press or arrow key then again. The
slider will indicate the set closing pressure %.
9/12 Open Pressure Mid
This setting allows the maximum/minimum cut-off pressure
whilst travelling from the Closed electrical limit to the Open
electrical limit to be set. If the value is set to 0, on the slider, this
then defaults to the setting previously set for the pressure limit.
To change press key then either or arrow
key then again. The slider will indicate the set
closingpressure%.
Default = 0%
10/12 Semi Auto Set-up
With the setting switch On the actuator Closed limit is initially set
at the mechanical stop of the valve / actuator with the software
then scaling back this setting by approximately 2% of travel, to
move the electrical limit away from the mechanical stop. This
prevents any issues with failure to reach the electrical limit when
the actuator is in service. Switching Off allows the actuator to
travel further.
Default = ON
To change press or arrow key then again. The
checkbox will indicate the set action.
11/12 Set Limit
An Open limit position cannot be set if the actuator is at the
Closed limit.
If the actuator has been delivered complete with the valve, the
valve maker should have already set the Closed and Open limit
positions, refer to testing below.
The Open limit is set by ensuring the actuator is at the
mechanical Open limit position and then pressing key
asfollows.
Open Settings
Action Limit Pressure
Pressure Limit 95%
Pressure Mid 0%
Semi Auto Setup On Off
Set Limit
Sensor Position 0%
12/12
The actuator will then display the following instruction.
Move to open limit
Move the actuator and valve to the Open position and press
key to select OK. This will set the Open limit at the current
valve / actuator position and if not previously illuminated, the
Open limit indication LED (factory default red) will beilluminated.
Testing: The limit position can be confirmed by closing the
actuator until the indication LED changes colour and then
moving Open until the Open limit position is displayed and the
Open LED is turned on at the set Open position.
12/12 Sensor Position
This slider shows the current position of the position sensor and
cannot be adjusted. This setting for the Open limit position needs
to be reading below 95% to prevent a fault condition occurring.
Sensor Position 0%
2.1 Settings − Limits continued

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SI Full Configuration Manual – Section: Settings 11
Full Stroke Tests
By utilising this procedure during the initial commissioning of the
actuator assembly, the electronics will give a command to the
actuator to perform a full stroke test from either the Closed or
Open limit, recording the position and pressure against a time
reference.
Before starting this process the actuator requires the
Closed and Open limits to be set.
Close Limit
Control
Full Stroke Tests
Partial Stroke Tests
1/13 Setup
Prior to starting the test place the remote selector switch into the
local position.
Once at the Setup option, press the key to initiate the full
stroke set up, once entered the actuator will run from either the
Closed or Open limit to the opposite position, returning back for
two to three complete cycles. During this process the electronics
will store both the Opening, Closing and ESD times. These times
will be used as a reference for all subsequent full stroke tests and
for setting up the partial stroke reference.
2/13 Setup
To operate the full stroke test, use the Bluetooth setting tool and
press the key. Once this has been done the screen will give a
warning that the full stroke test is about to proceed. Press the
key again to OK this. The full stroke test runs the actuator from
either the Open or Closed limit. If the actuator is at the Open
limit and the full stroke test is selected the actuator will run from
the Open limit to the Closed limit then back to the Open limit.
This will be done two to three times with the times for each
Open and Closed movement are stored in a table found below
this menu selection.
Close Limit
Full Stroke
Setup
Test
Result (Last test)
Full Stroke Times (Secs)
Open (Setup) 8.33
Open (Min) 6.65
Open (Max) 9.98
1/13
3/13 Result (Last Test)
The results from the full stroke test are found below this menu.
All timings including the opening time, closing time and ESD
time. Also tolerances will be shown along with the most recent
full stroke test times to compare. If any timing is close to, or is
over the time tolerance a warning will be shown on the screen.
4/13 Open (Setup)
This will show the timing of the actuator's opening speed when
the first full stroke set up was complete.
5/13 Open (Min)
This shows the minimum opening time allowed including the
fixed 10% tolerance.
6/13 Open (Max)
This shows the maximum opening time allowed including the
fixed 10% tolerance.
7/13 Open (Last Test)
The times shown in this menu section is the opening time that
was stored from the actuator on the last test performed.
8/13 ESD (Setup)
This will show the ESD time from when the actuator was first set
up and a test was run.
9/13 ESD (Min)
This shows the minimum time allowed for the actuator to
perform an ESD including the 10% fixed tolerance.
10/13 ESD (Max)
This shows the maximum time allowed for the ESD including the
fixed 10% tolerance.
11/13 ESD (Last Test)
This section shows the time recorded on the last full stroke ESD
test performed.
12/13 Close (Setup)
This section shows the closing time of the actuator when the first
full stroke set up was performed.
13/13 Close (Last Test)
This shows the closing time of the actuator on the most re-cent
full stroke test operation.
Continued over page
2.2 Settings − Stroke Tests

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12 SI Full Configuration Manual – Section: Settings
Partial stroke setup must be done after the full stroke set
up and test have being complete.
By utilising this procedure during the initial commissioning of the
actuator assembly, the electronics will command the actuator to
perform a partial stroke from either the closed or open limit. This
procedure will Open or Close the actuator to a certain position
selected by the operator with the use of a slide bar.
E.g. If the actuator is at the Open limit and a partial stroke is
selected, the actuator will Close to the position setting selected
then Open to 100%.
Before starting this process the actuator requires the
Closed and Open limits to be set.
1/8 To Position
A slider bar is available on this selection to choose what position
the partial stroke operates to. If 80% is selected, from the Open
limit when the actuator is partial stroked it will Close to 80%
then re-open.
Close Limit
Full Stroke
To Position 80%
Partial Stroke Setup
Partial Stroke Test
Result (Last test) Under time to target
Normally Closed Settings (ms)
ESD (Setup) 1628
ESD (Last test) 461
3/8
2/8 Setup
To operate the partial stroke set up with the use of the Bluetooth
setting tool scroll to the ‘Partial Stroke Setup’ and press the the
key. You will then be asked to confirm this, press the key
again and the setup will start.
When this is selected the actuator will Close to the specified
position with the use of the slider bar allocated next to the ‘To
Position’ section on the screen. The setup will partially Close
then Open the actuator recording the times to compare with any
partial stroke tests that are done after the initial partial stroke
setup. If the actuator’s solenoid redundancy is turned on, each
individual solenoid will partial stroke, meaning the actuator will
perform this test 2-3 times automatically. It will also perform a
partial ESD stroke set up and record the time of this operation.
Set partial stroke test
will be run.
Ok to proceed.
3/8 Test
When selected the actuator will need to be in the relevant
position. The actuator will perform a partial stroke test moving
from the Open limit to the percentage selected using the use of
the slider bar. The times will be recorded and compared to the
initial partial stroke setup times. If solenoid redundancy is turned
on this test will be performed 2-3 times. Also a partial ESD test
will be performed and the time recorded.
4/8 Results (Last Test)
The results from the partial stroke test are found in this menu. All
operating times including the opening time, closing time and ESD
time are also available. Also tolerances will be shown along with
the most recent full stroke test times. If any times are close to, or
is over the time tolerance a warning will be shown on the screen.
5/8 Open (Set Up)
This shows the time that the actuator opened in when the partial
stroke was first set up.
6/8 Open (Last Test)
This shows the time the actuator opened in on the most recent
partial stroke test.
7/8 ESD (Setup)
This shows the actuator's ESD time when the first partial stroke
was setup.
8/8 ESD (Last Test)
This shows the actuator's ESD time on the most recent partial
stroke test.
2.2 Settings − Stroke Tests continued

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SI Full Configuration Manual – Section: Settings 13
Close Limit
Settings
Limits
Stroke Tests
Indication
Control
Security
Defaults
Service
Instruction is provided on:
2.3.1 Contacts
2.3.2 Local Display
2.3.3 Analogue
2.3.1 Indication – Contacts
Close Limit
Indication
Contacts
Local Display
Analogue
Close Limit
Monitor Relay
Mode Available
Temperature Trip
Temp. High oC 60
Temp. Low oC -30
S1
Function Closed Limit
Contact N/O N/C
1/39
Refer to actuator's specific wiring diagram for available contact
relays options.
1/4 Monitor Relay—Mode
The monitor relay provides remote indication of actuator status.
It provides a volt free change over contact, refer to actuator
circuit diagram. There are 2 modes that can be set:
Available (default) – Actuator available for remote control.
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.
Fault – Actuator fault. Monitors power supplies, motor
thermostat and detected internal fault. A loss in one or
more will cause the monitor relay to de-energise indicating
“actuatorfault”.
To change the mode press the enter button on the
Bluetooth setting tool. The actuator will then ask you to
enter the password. Once done use the and arrow
keys then select the setting you require by pressing the
keyagain.
S contact function, contact type and position
Each relay contact can be set to one of the functions shown
in the table below and its contact type can be set as Normally
Open (NO) or Normally Closed (NC). If Pos % Open function is
selected, the position at which the relay operates can be set. For
all other functions the position control slider will be greyed out.
Standard contacts S1-S4, 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 wiring
diagram. If extra contacts are fitted their configuration screens
are accessed by scrolling down. If not fitted their configuration
settings will be greyed out.
2/4 Contact Function
The available contact functions included in the drop down list for
each available relay function are shown in the table below.
To change the contact function using the Bluetooth setting
tool select function the relay you are wanting to change
using the enter button, a drop down box will then appear,
use the and arrow keys along with the key when
the desired function is highlighted.
Function Indication:
Function Indication
Disabled Contact relay disabled
Closed limit Closed limit position (exact)
Open limit Open limit position (exact)
Temperature trip Tripped at high or low temperature
Pos % Open Set position mid-travel – Opening and Closing
Stop selected Red selector set to Stop
Local selected Red selector set to Local
Remote selected Red selector set to Remote
P-stroke active Partial stroke underway
P-stroke pass Partial stroke complete
P-stroke fail Partial stroke not complete
2.3 Settings − Indication 2.3.1 Indication − Contacts continued
Continued over page

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14 SI Full Configuration Manual – Section: Settings
Function Indication:
F-Stroke active Full stroke underway
F-Stroke pass Full stroke complete
F-Stroke fail Full stroke not complete
Opening Actuator moving in the Open direction
Closing Actuator moving in the Close direction
Moving Actuator moving in any direction
Motor running The motor is running
General alarm A general alarm is present
Process alarm A process alarm is present
Over press (MID) Actuator over pressured mid travel
Over press (Limit) Actuator over pressured at limit
Over press (ANY) Actuator over pressured
Stall (MID) Actuator stalled mid travel
Stall (LIMIT) Actuator stalled at limit
Stall (ANY) Actuator stalled
Motor thermostat Motor thermostat trip
Control alarm Control alarm present
Lost phase Phase loss (3 phase only)
ESD active Actuators ESD signal active
Manual reset Manual reset is required
Manual operation Manual operation is selected
Actuator alarm Actuator alarm is present
Loss of HMI HMI loss (digital display)
Bluetooth Bluetooth coms
Customer supply Customer supply lost
3/4 Contact Function
Each contact relay can be configured to be normally Open (make
on conduction) or normally Closed (break on conduction).
Normally Open − The contact will complete the circuit when
the set function is present, normally Open.
Normally Closed − The contact will complete the circuit when
the set function is present, normally Closed.
4/4 Position
If the relay function relates to an actuator’s position, for example
Pos % Open, this setting will become available to edit with a
slider bar. A range of 0-100% will be available. To adjust use
the Bluetooth setting tool, enter button along with the left and
rightarrows.
Close Limit
Settings
Limits
Stroke Tests
Indication
Control
Security
Defaults
Service
Close Limit
Indication
Contacts
Local Display
Analogue
Close Limit
LCD
Home Screen Position
Power Save Off
Contrast 52%
LED
Choose LED Green Red
Mid Travel LED On
Alarm LED Disabled
1/3
LCD
The display home screen language can be selected and the
power save mode can be activated within this section.
2.3.1 Indication - Contacts continued

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SI Full Configuration Manual – Section: Settings 15
1/8 Home Screen
Refer to publication − PUB021-057-00.
Available home screens included in the drop down box list are
shown on the next page.
Position − Display indicates the current valve position to
one decimal place. Icons are used for Closed and Open limit
positions.
Pressure (A)+Pos − Display indicates current valve position to
one decimal place as Position (above) plus analogue pressure
indication scaled 0% to 100% of pressure, shown at the top of
the display.
Pressure (D)+Pos − Display indicates current valve position
to one decimal place as Position (above) plus digital pressure
indication scaled 0% to 100% of pressure.
Positioner − Used only with analogue or network position
control. Display indicates current valve position to one decimal
place plus the position equating to the applied demand signal.
In addition, an analogue indication of demand and position is
provided scaled 0% to 100% of valve position.
To set the home screen using the Bluetooth setting tool
use the enter button along with the up and down arrows
to select the desired home screen.
2/8 Power Save
The LCD has a white backlight to maximise contrast of the
segment display and matrix characters. It may be switched off
when not required or if a bright display is disruptive within its
environment.
Off (default) − The display backlight is permanently illuminated
when the actuator is powered up.
On − The display backlight automatically switches off when the
actuator is not operating. The segments / matrix remain on. The
display backlight will switch on when the local control selectors
are moved, electrical or a manual operation takes place or
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.
To change the power screen using the Bluetooth setting
tool, use the enter button along with the left and right
arrows. The checkbox will indicate the selected mode.
3/8 Contrast
Contrast is the brightness of the screen. This can be adjusted
with the use of a slider bar with values set in %.
To change this use the Bluetooth setting tool’s enter
button along with the left or right arrows.
4/8 Close Colour
Green (default)− The green lights illuminate at the Closed limit
position and red lights illuminate at the Open position.
Red − The red lights illuminate at the Closed position and the
green lights illuminate at the Open position.
This can be changed using the Bluetooth setting tools
enter button along with the left and right arrows to select
the checkbox.
5/8 Mid Travel LED
On (default) − The yellow lights will illuminate when the
actuator is in mid travel.
Off − The yellow light are off when in mid travel.
Blinker − The yellow light will flash at approximately 0.5 seconds
intervals when in mid travel (electrical or manual operation).
When stationary the lights will remain on.
On / Alarm − The yellow lights are on when in mid travel. If an
alarm is active the yellow lights flash alternately at approximately
0.5 second intervals. Refer to 6/8 Alarm LED.
Off / Alarm − The yellow light are off in mid travel. If an alarm
is active the yellow light flash alternately at approximately 0.5
second intervals. Refer to 6/8 Alarm LED.
Information regarding the nature of the alarms will be shown at
the top of the display.
6/8 Alarm LED
Alarm LED function will be greyed out unless 5/8 mid travel LED
is set to On / Alarm or Off / Alarm.
Disabled (default) – The yellow lights do not indicate an
activealarm.
Alarms – The yellow lights indicate active alarms.
Service – The yellow lights indicate active service alarms only.
A service alarm indicates the actuator requires service.
Information regarding the nature of the alarm(s) will be shown at
the top of the display.
7/8 Alarm LED
The LCD / LED test function operates a test procedure to check all
of the local display functions. It will cycle periodically between
screen and LED functions to provide visual indication that the
display is in fully working order.
Press the enter button on the Bluetooth setting tool to begin
thetest.
8/8 Language
The language used on the display can be selected.
English (default)as standard. Other available languages
may be downloaded from the Rotork website, loaded into the
setting tool using Insight2 and uploaded into the actuator. Visit
www.rotork.com
2.3.2 Indication - Local Display

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16 SI Full Configuration Manual – Section: Settings
Close Limit
Settings
Limits
Stroke Tests
Indication
Control
Security
Defaults
Service
Close Limit
Indication
Contacts
Local Display
Analogue
Close Limit
Analogue
Invert On Off
Set CPT Low
Set CPT High
1/3
Analogue position indication screen is shown above with
the 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
cannotw be calibrated.
1/1 Invert
Off (default)− 4 mA output at the Closed limit position and
20mA output at the Open limit position.
On − 4 mA output at Open limit position and 20 mA output at
the Closed limit position.
To change this with the use of the Bluetooth setting tool,
use the enter button along with the left and right
arrows to check the checkbox of the required mode.
Close Limit
Settings
Limits
Stroke Tests
Indication
Control
Security
Defaults
Service
Instruction is provided on:
2.4.1 Local control
Settings for vandal resistant build, setting tool control,
maintained local control, delay control and action on
loss of actuator user interface.
2.4.2 Remote Control
Settings for control source, hardwired, networks,
analogue and partial stroke setup.
2.4.3 ESD
Refer to actuator wiring diagram.
Control under an ESD control signal has higher priority
than local or remote Open / Closed signals. For ESD,
the control signal must be maintained for the duration
of the ESD action required.
2.4.4 Stepping Control
This is used to control closing and / or opening times
under both local and remote control however, it can
only be used on the hydraulic stroke.
Stepping control is used when the operator is
required to achieve a certain time in the hydraulic
strokedirection.
2.3.3 Indication − Analogue 2.4 Settings − Control

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SI Full Configuration Manual – Section: Settings 17
Close Limit
Control
Local
Remote
Temporary Loss
Stepping control
Open Limit
Local
Vandal Disabled
Setting Tool On Off
Maintained On Off
Delay Control On Off
Dead Man Local On Off
Loss of HMI Stayput Remote
Remote Hand Station
Enabled On Off
1/7
The local control configuration page is shown with the
defaultsettings.
1/7 Vandal
Actuator’s built as vandal resistant type 1 do not have the black
and red control selectors fitted. Selection of local control (using
the setting tool Open, Close and Stop keys) and remote control is
made using the vandal setting:
Disabled (default)– Actuator is not vandal resistant build and
control selectors are present.
Local – Actuator selected for Local control using the setting tool
(Bluetooth or Infrared), refer to 1.1. 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.
Remote – Actuator selected for Remote control. Setting tool
control keys are inactive and the actuator responds only to
remote control signals.
2/7 Setting Tool
With control selectors fitted to the actuator, the Bluetooth
setting tool Close, Open and Stop control keys can be used to
operate the actuator:
On (default) – Setting tool control keys active, control is
possible only 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.
Off – Setting tool Close, Open and Stop control keys are
disabled. Local control is by Close / Open / Stop selectors fitted to
theactuator.
3/7 Maintained
Sets the action as a response to local Open or Close
controlsignals:
On – The actuator will self-maintain as a response to a fleeting
local Open or Close control signal. It will run until it receives
a Stop command, it reaches a travel limit or is reversed –
maintained control.
Off (default)– The actuator will run only while an Open or
Close control signal is applied – push to run local control.
4/7 Delay Control
If there is a risk of a local Close or Open control signal being
applied due to the selector moving inadvertently or by being hit
momentarily, a delay can be set to help prevent an unintended
operation:
On (default)– A local Close or Open signal must be held for
approximately 2 seconds before the actuator responds.
Off – The actuator responds immediately to a local Close or
Open control signal.
5/7 Dead Man Local
Sets the action as a response to local Open or Close
controlsignals:
On – Local control signal must be maintained, when the local
controls return neutral (either Open or Close) the actuator will
return to the failsafe position.
Off (default)– Actuator will respond normally to local
controlcommands.
6/7 Loss of Human Machine Interface (HMI)
T h e H MI c on s i s t s o f t h e a c t u a t or di s pl a y a nd r e d a nd bl a c k
s e l e c t or s . I f f or a n y r ea s on t h e H M I s t op s r e s ponding, t h e r e s pon s e
o f t h e a c t u a t or c a n b e s e t .
S t ay pu t – T h e a c t u a t or w ill s t a y pu t a nd a l a rm u s ing t h e moni t or
r e l a y . I t w ill no t r e s pond t o r e mo t e c on t rol s ign a l s .
R emo t e (default) – T h e a c t u a t or w ill a l a rm u s ing t h e moni t or
r e l a y . I t w ill c on t inu e t o r e s pond t o r e mo t e c on t rol s ign a l s .
To change this setting with use of the Bluetooth setting
tool use the enter button along with the left and right
buttons . The checkbox will indicate the selected HMI
failure response.
7/7 Remote Hand Station
When fitted, the Remote Hand Station (RHS) can be enabled by
this setting.
Enabled – No (default) – RHS not activated and the sub-menus
will be hidden.
Enabled – Yes – RHS enabled and the sub-menus will appear in
the main Control menu. Refer to PUB002-059 for full setup.
2.4.1 Control − Local Control

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18 SI Full Configuration Manual – Section: Settings
Close Limit
Settings
Limits
Stroke Tests
Indication
Control
Security
Defaults
Service
Close Limit
Control
Local
Remote
ESD
Stepping Control
Close Limit
Remote Control
Hardwired
Control Source
Positioning
Pressure Control
Auxiliary Mask
Analague
Throughout this section instruction is provided on the set
up of standard, hard wired and remote control options.
The remote control menu is shown above listing all possible
entries. Some menu items shown are optional remote control
forms requiring additional hardware to be fitted within the
actuator. The menu displayed on the actuator will show only the
options fitted.
Options not fitted will not be shown or included in the menu list.
Check the actuator's specific wiring diagram for option inclusion.
The table on the right lists all 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 2.4.2-1
Control source Standard Software 2.4.2-2
Positioning Option See note 2.4.2-3
Pressure control 2.4.2-4
Auxiliary mask Option See note 2.4.2-5
Analogue Option Analogue 2.4.2-6
Pakscan Option Network 2.4.2-7
Profibus Option Network 2.4.2-8
HART Option Analogue 2.4.2-9
Modbus Option Network 2.4.2-10
Extra I/O* Option Hardwired 2.4.2-11
Foundation Fieldbus* Option Network N/A
Device Net Option Network N/A
* When Foundation Fieldbus is fitted it will be included in the
remote control menu for information only. The Foundation
Fieldbus option is configured remotely over the Fieldbus network
and therefore does not have a setup page. Control source,
positioning and auxiliary mask pages will be included to allow
associated setting to be made when Foundation Fieldbus
isfitted.
* Extra I/O is an option card providing additional digital inputs
to the standard build. Inputs may be control or indication
(configurable).
Note: When any of the analogue or network remote 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.
2.4.2 Control − Remote Control

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SI Full Configuration Manual – Section: Settings 19
Close Limit
Remote Control
Hardwired
Control Source
Positioning
Pressure Control
Auxiliary Mask
Analogue
Reset on Power
Hardwired
2-Wire Priority Stayput
Fast Remote On Off
1/2
1/2 2-Wire Priority
This sets the action that the actuator will perform when a Closed
and Open signal are both applied simultaneously. Hardwired
remote control form C uses the priority action (Open or Closed)
to set the actuator’s response when two signals are applied.
Refer to the actuator’s wiring diagram and its referenced RWS
controldiagram.
On applying hardwired Close and Open signals together the
actuator will:
Open − The actuator will move Open.
Stay put (default) − The actuator will not move, or will stop if
the actuator is currently running.
Close − The actuator will move Closed.
To change this setting, with the Bluetooth setting tool
use the enter button along with the up and down arrows
toselect.
2/2 Fast Remotes
This is only available on a 24 VDC signal NOT on AC inputs.
The setting will determine how long a signal needs to be present
for it to carry out the specific command.
On − When a remote signal is given, the actuator will wait
100ms before moving.
Off − When a remote signal is given, the actuator will wait
200ms before moving.
2.4.2-1 Remote Control − Hardwired

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20 SI Full Configuration Manual – Section: Settings
Close Limit
Settings
Limits
Stroke Tests
Indication
Control
Security
Defaults
Service
Close Limit
Remote Control
Hardwired
Control Source
Positioning
Pressure Control
Auxiliary Mask
Analogue
Close Limit
Option Control
Ctrl Source 1 Disabled
Ctrl Source 2 Disabled
Ctrl Selection Hardwired
Option Control
Analogue
Disabled
Disabled
1/15
The control source settings page shown above is an
example of an actuator with the analogue remote control
option. The actuator display will indicate fitted options.
- Refer to wiring diagram for options fitted.
2.4.2-2 Remote Control − Control Source
Introduction
In addition to standard hardwired control, the actuator can have
up to two remote control options fitted. For most remote control
systems employed by end-users, only one control option is used.
For control systems using analogue control only or where
analogue and network (such as Modbus) control is used. Control
(hardwired / analogue or analogue / network) can be switched
by the user 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 cannot control the
actuator but will continue to report actuator status.
The control source will be set by Rotork to the defaults
required for the option(s) fitted. Refer to table: Control
Source Settings.
For analogue control, if both manual (hardwired control
inputs) and auto (analogue control) is to be used, the
control selection will require re-setting. If only analogue
control is required, the default settings for control source
will be correct. Refer also to 2.3.2-6.
The control source is used to:
• Control source 1 / source 2 - Associate fitted control option(s)
to a source of control (source 1 or source 2).
• Control selection - Set which control source (1 or 2) has
priority when manual / auto input is used to switch between
analogue and network option source.
• Lost signal - Determines the actuator response to a lost
analogue signal or network communication.
Control Source Settings
Option Control
Settings Hard wired
(No Options) Analogue only Analogue and Hardwired Network Only Analogue and Network
Ctrl Source 1 Disabled Analogue Analogue Network Analogue
Ctrl Source 2 Disabled Disabled Disabled Disabled Network
Ctrl Selection Hardwired Source 1 Hardwired
/
Source 1 Source 1 Source 1
/
Source 2
Options Fitted
 Disabled Analogue Analogue Network Network
 Disabled Disabled Disabled Disabled Analogue
 Disabled Disabled Disabled Disabled Disabled
 Disabled Disabled Disabled Disabled Disabled
Table: Control Source Settings