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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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