Control and monitoring facilities

IQ

&

IQT Range

electric valve actuators

with intelligent technology

Publication E120E issue 02/04

Introduction

Rotorks proven IQ range of actuators is now

Contents

further enhanced with the addition of alternative

IQ In control

Actuator electrical specification

Control specification

Indication, Monitoring
and Data Logging

actuator power supplies and a dedicated part-turn

actuator - IQT.
IQ and IQT range actuators are self-contained,
non-intrusive units for local and remote electrical
operation of valves.
IQ Multi-turn actuator range

IQ - 3 phase power supplies

IQS - single phase power supplies

IQD - DC power supplies

IQT Quarter-turn actuator range

Fieldbus Systems

11

Actuator circuit diagrams

12

ESD and interlock control circuits

15

Remote control circuits

16

Analogue control circuits

18

Intelligent, non-intrusive quarter-turn actuator

incorporating all the benefits of standard IQ control
and indication features

Suitable for 3 phase, single phase and 24V DC

power supplies

Operating speed can be varied

Refer to publication E110E for IQ and IQT range

performance and specification.
The IQ and IQT ranges comprise of an electric motor,
reduction gearing, reversing starter with local controls,
position and torque limitation with electronic logic
controls and monitoring facilities, all housed in a doublesealed watertight enclosure to IP68 (7 metres - 72 hours),
NEMA 4 and 6.
All settings including torque, limit and indication contacts
are made using the non-intrusive, hand held, infra-red IQ

Rotork Controls Ltd, Bath, UK

Setting Tool, included with each order.

The following specification covers standard and optional
2

features. Options selected must be specified with order.

Rotork Controls Inc, Rochester, USA

IQ In control

IQ the first valve actuator you can commission and interrogate without
removing electrical covers.
With the infra-red IQ Setting Tool and PC based IQ-Insight, commissioning
and analysis of IQ actuators is simple, fast and convenient.

IQ Setting Tool
The Setting Tool enables the user to
view all functions via the actuator
display window using a non-intrusive
infra-red link. As each function is
viewed its setting can be checked
and, if required, changed. Setting of
torque levels, position limits and all
other control and indication functions
can be made even in hazardous
locations.
Settings can be protected using a
customer-selected password. As the
Setting Tool is separate to the
actuator, access to the tool and
therefore the configured settings can
be controlled by permit to work
systems or allocation only to
authorised technicians.
The Setting procedure is divided into
two stages:

The Setting Tool can be used to

access real time, grouped Help
displays of control inputs, indication
outputs and actuator status.

Laptop PCs with IrDA interface (or

RS232- IrDA serial link) running
IQ-Insight can be connected directly
to an actuator located in the field.

Setting Tool Specification

Alternatively IQ Pocket-Insight
software allows the actuator to be
configured and data upload/
download in the field using a hand
held personal digital assistant (PDA).

Waterproof IP67, Certified EEx ia

IIC T4 (intrinsically safe).
Power Supply 9V Battery
(supplied & fitted).
Operating range 0.75m from actuator
display window.
Setting Tool(s) are dispatched with
each order. Setting Tools are suitable
for use with any IQ or IQT range
actuator.
For more information on Setting Tool
and commissioning, refer to
publications E170E - IQ range &
E175E - IQT range.

1. Primary functions Settings for end of travel limit or

torque action, torque switch values,
limit positions etc.

IQ-Insight - Actuator
configuration and
analysis tool for PC

2. Secondary functions Settings covering the control,

indication and optional equipment
functions.

IQ-Insight PC software allows the

actuator set-up, status and data
logger to be reviewed analysed and
reconfigured over a non-intrusive
IrDA interface.

All IQ actuator functions are

configured before dispatch to Rotork
standard default settings, unless
alternatives have been specified with
the order.
Actuator display indication of
instantaneous torque and position
can be monitored with a simple key
press of the Setting Tool.

For up to date information on IQInsight and IQ Pocket-Insight visit

www.rotork.com
IQ Communicator II
The intrinsically safe IQ Communicator
II can be used for actuators located in
hazardous areas. The Communicator II
allows the configuration, status and
data logger of the actuator to be
accessed, analysed and reconfigured.
The Communicator II can be used to
transport actuator files to a safe area
where they can be downloaded and
analysed on a PC with IQ-Insight.

The visually interactive application is

browser based running under
Microsoft Internet Explorer 4+.
All the benefits of Internet browser
systems such as linking, bookmarking,
back and forward controls along
with file storage make analysing the
data from an IQ simple and fast.

Actuator electrical specification

Power supply
The electrical supply type and nominal
operating voltage must be specified at
time of order.
Actuator performance is guaranteed
with a voltage tolerance +/-10% and
frequency tolerance +/-2Hz. Actuators
are capable of starting and running up
to speed with a maximum 15% volt
drop.
Non-standard tolerances
Where voltage and/or frequency
variations may be experienced outside
those quoted below, or where
operation under large volt drop
conditions may be required, please
apply to Rotork.

IQ range power supplies

IQ - 3 phase power supplies
IQ actuators are available for operation
with the following standard three
phase, three wire, nominal power
supplies:
50Hz
220, 240, 380, 400, 415, 440, 460,
500, 525, 550, 660 and 690 volts
60Hz
208, 220, 230, 240, 380, 440, 460,
480, 575 and 600 volts
Refer to publication E110E for IQ
performance summary and E130E for
IQ - 3 phase power supply rating data.

*limited by actuator size - refer to

E110E IQD performance summary.

IQT range power supplies

IQT range of actuators is available for
the following power supplies without
change in performance**.
Refer to publication E110E for IQT
performance summary and E135E
IQT range power supply rating data.
IQT - 3 phase power supplies
Actuators are suitable for operation
with the following standard three
phase, three wire, nominal power
supplies:
50Hz
200 220, 240, 380, 400, 415, 440,
480, 500, 550, 660 and 690 volts
60Hz
200, 208, 220, 230, 240, 380, 400,
440, 460, 480, 575, 590, 600, 660
and 690 volts
IQT - single phase power supplies
50Hz
110,115, 120, 220, 230, 240 volts

Conduit entries
IQ and IQT range actuators have a
separately sealed terminal
compartment incorporating
a segregated terminal block and
cable/conduit entries.
It is the responsibility of the installer
to ensure the appropriate cable/
conduit adaptors, glands and
blanking plugs are fitted in order to
maintain hazardous area certification
and ingress protection rating.
Certified adaptors and blanking plugs
are available as optional extras.

IQ Range
Three threaded conduit entries are
provided, tapped: 1 x 11/2 and 2 x
1ASA NPT. Unless otherwise
specified, actuator will be dispatched
with adaptors: 1 x M40 and 2 x M25
metric to BS3643, Ex certified or as
an alternative, 1 x PG29 and 2 x PG16.

Options
If specified with order, a fourth
conduit entry can be provided,
tapped 1 ASA NPT with adaptor to
M25 or as an alternative, PG16.

IQT Range

60Hz
100, 110, 115, 120, 208, 220, 230,
240 volts

Two threaded conduit entries are

provided tapped M25. When
requested, 2 x 3/4 ASA NPT
adaptors will be provided.

IQT - DC power supplies

Options

IQS - single phase power supplies

24V DC*

IQS actuators are available for standard

nominal voltages:

** IQT - 24V DC: speed may vary with

load.

50Hz
110, 220, 240

Non-standard voltages

Adaptors are available to convert

standard conduit entries to the
following: 1, 11/4, 11/2 - ASA NPT
or metric M20. Two additional
conduit entries can be provided when
specified, sizes as above.

60Hz
110, 220, 230
Refer to publication E110E for IQS
performance summary and E131E for
IQ single phase power supply rating
data.
IQD - DC power supplies
IQD actuators are available for
standard nominal voltages:
24V*, 48V*, 110V DC
4

Refer to publication E110E for IQD

performance summary and E131E for
IQD DC power supply rating data.

Actuators can be supplied to operate

on power supply voltages other than
those quoted above.
Please apply to Rotork.
Uninterruptible power supplies
Standard actuators can be operated
on UPS systems providing the above
specified tolerances are not exceeded
and waveforms, harmonics, spikes
etc. adhere to recognised supply
standards such as EN50160.
For more information please refer to
publication E130E.

Terminals
The IQ and IQT range actuators
incorporate a terminal block
containing segregated metric screw
terminal inserts. M5 pan head
terminal screws are provided for
power terminals and M4 pan head
terminal screws for control and
indication. The terminal box cover
carries a terminal identification code
card. Each actuator is supplied with
instruction book and wiring diagram.

Wiring

Motor options

Jig built harnesses of individually

numbered stranded conductors,
tropical grade PVC insulated, connect
internal components to the sealed
terminal block. All internal control
connections to the printed circuit
boards are via plugs and sockets.
Wiring of contacts to outgoing
terminals is size 1.2mm2 (18AWG).

IQ Range
Class H, 30 minute rated motors
are available for certain applications.
Please apply to Rotork.

Motor

Electrical Control
Module ECM

IQ - 3 phase
Class F insulated, squirrel cage motor
of special high torque low inertia
design. 15 minute rated with cyclic
duration factor of 25% at 33% of
actuator output rated torque giving a
temperature rise not exceeding that
permitted for Class B insulation at
standard nominal voltage. Actuator
rated up to 60 starts per hour at a
rate not exceeding 600 starts per hour.
Burnout protection by embedded
thermostats, with facility for bypassing
under emergency shutdown control.
Motors conform to IEC34, NEMA MG1
and BS4999.
IQS Single Phase
Single phase capacitor start/run
squirrel cage induction motor. Class F
insulated, special high torque, low
inertia design. Rating, protection and
compliance as 3 phase specification
above.
IQD DC
Class F insulated, permanent magnet
DC motor. Rating, protection and
compliance as 3 phase specification
above.
IQT
The IQT utilises a 24V permanent
magnet DC motor 15 minute rated
with cyclic duration factor of 20% at
75% of actuator rated torque.
Actuator rated up to 60 starts per
hour at a rate not exceeding 600 starts
per hour. Thermostat protection
coupled to transformer rectifier
package allowing complete power
supply and motor protection.
Note: On AC power supplies the
24V DC supply for the motor is
produced internally by a transformer
rectifier assembly.

Modulating
For applications requiring more than
60 starts/hour please refer to IQM
publication E410E.

Control PCB
Incorporating a single integrated
circuit, hard-wired logic control for
the actuator together with infra-red
(IrDA) interface. On board data
logger records operational data, valve
torque/position profiles and statistical
information, all time and date stamped.
Torque Switch and Position Control
Position and torque are adjustable as
follows:

IQ Range
Position setting range: 2.5 to
100,000 turns, with a minimum
angular resolution of 15 at the
output.

IQT Range
Position setting range: 80 -100
(mechanical stops), resolution 0.1
of full 90 travel.

Torque switch setting

40% to 100%

Torque off during unseating or

during starting/reversing in mid travel
against high inertia loads can be
inhibited. A jammed valve
protection circuit de-energises the
motor if no movement occurs after
receipt of a signal to open or close.
The IQ and IQT ranges incorporate a
battery to update and maintain both
local LCD and remote S contact
indication of actuator/valve status
when power to the actuator is isolated.
Should manual operation of the valve
take place during a power supply
interruption, both local and remote
indication is updated. Unlike other
actuator makes, a secondary low
voltage power supply is not required
to update local and remote valve
position indication.
Expected battery life is 5 years.
The status of the battery is indicated
by the actuator display. Remote
indication of battery status is available
with actuator S contact indication.
All actuator configured settings are
stored in non-volatile EEPROM
(Electrically Erasable, Programmable
Read Only Memory). EEPROM does
not require any power supply to
maintain the stored configured
settings and is therefore completely
independent of the battery.

For IQ range, output torque is

obtained via measurement of
wormshaft displacement under load
and is independent of voltage,
frequency and temperature
fluctuations. In the case of IQT range,
torque is derived from motor current
by the motor controller and is
independent of speed and supply
voltage.

Actuator electrical specification

Protection features
The IQ and IQT range includes the
following protection features:
Torque protection
If the torque produced in operating
the valve when closing or opening
reaches that set for the active torque
switch, the motor will be de-energised.
The torque switches are independently
configurable in the range 40 - 100%
of rated torque. In addition the open
torque switch can be configured to
boost, allowing the motor to
generate torque in excess of rated
torque to enable operation of sticky
valves. Local and remote indication of
torque trip is provided.
Motor over temperature protection

Instantaneous reversal protection

Power module

For IQ range two thermostats are

located within the motor stator. IQT
thermostats are located within the
motor supply torroidal power
transformer for AC supply and on the
motor polarity protection bridge
rectifier for 24V DC supply. This
arrangement provides comprehensive
protection for both the power supply
circuitry and the motor. In both cases
the thermostats will trip and
de-energise the motor if the
temperature exceeds its rating. Local
and remote indication of thermostat
tripped is available. The thermostat
can be overridden during an ESD
operation.

The motor control logic introduces a

delay in switching the motor as a
response to instant reversal of control
signals, preventing contact damage to
the contactors. Overtorque transients
due to switching high inertia loads are
prevented from causing a torque trip
by the motor control logic.

The power module incorporates a

mechanically and electronically
interlocked reversing contactor
starter.* For IQ and IQT ranges on AC
supplies the control supply transformer,
fed from two phases of the incoming
power supply, provides internal control
circuit supplies and an isolated,
nominal 24V DC supply rated at 5W
for actuator fed remote control
circuits. The transformer is of a split
bobbin double insulated design and
incorporates short circuit and overload
protection. For IQD and IQT- 24V DC
the control circuit and customer
supplies are provided via DC/DC
converters. The Rotork Syncrophase
circuit provides automatic phase
rotation correction and lost phase
protection where applicable.

Automatic phase rotation

correction
The actuator will always run in the
correct direction regardless of the
sequence of power supply connection.
Lost phase protection
If any one or more power supply
phases are lost, the motor cannot be
energised. Local and remote indication
of lost phase is available.

ASTD Automatic Self Test and

Diagnosis
On power up the actuator
automatically tests its vital operational
circuits and memory devices to ensure
correct operation. In the unlikely event
of a device problem the IQ diagnoses
the cause and will automatically
present this information in the form
of a display icon. Electrical operation
can be inhibited to prevent possible
damage to the actuator and valve.
The problem can then be accurately
investigated and corrected by
maintenance personnel. Local and
remote indication of ASTD Fault is
available.

Option
Actuator fed remote control supply:
Nominal 120V AC supply, rated at
15VA. (not available with IQD and IQT
24V DC power supply).

Jammed valve protection

Should the actuator stall when

attempting to unseat a valve stuck in
its seat, the motor will be de-energised
within 7 seconds, preventing damage.
Local and remote indication of
jammed valve is available.

* IQS Single Phase, IQT and IQM modulating

units utilise a solid state motor starter.

Control specification

Local Control
Non-intrusive selectors are provided
on the actuator electrical control cover,
one for Local/Stop/Remote selection,
pad-lockable in each position, and the
other Open/Close control. Local
control may be configured for
maintained or inching operation.
Controls may be rotated to suit
actuator orientation.
Local control may be selected to
operate using the supplied IQ Setting
Tool. The Setting Tool incorporates
dedicated Open, Stop and Close
buttons and will operate over a
nominal distance of 0.75 metres from
the display window.
Vandal Resistant Local Control
Option
Control selectors removed, indication
window with or without removable
cover, control of Local, Stop and
Remote selection and local Open
and Closed control is via the IQ
Setting Tool.

Remote Control
There are six control inputs for remote
control:

Open, closed, stop/maintain

Emergency shut down (ESD)

Open interlock and closed interlock

Control can be connected for

maintained or push to run, inching
control. Refer to pages 15-18 for
remote control circuit schematics.
Remote control inputs are optoisolated interfaces with a surge
immunity of 2kV. Standard control is
positive switching (negative switching
is available if specified).
The standard IQ actuator can be
controlled using remote control signals
defined as follows:
Customer fed control circuit supply:
Within the ranges, 20-60V AC/DC
or 60-120V AC.
Actuator fed control circuit supply:
24V DC. (120V AC available if
specified).

The current drawn for each control

input:
5mA at 24V DC, 12mA at 120V AC
Minimum ON voltage: 20V,
Maximum OFF: 3V.
Minimum signal duration: 300ms.
Maximum remote control cable
capacitance: 2F core to core.
IQD - DC actuator remote control
Remote control is available within the
ranges 20-120V AC, 20 - 60V DC, only.
Note: for IQD at 110V DC power
supply, the maximum remote control
input voltage is 60V DC.
For applications where the actuator is
powered from a power supply of
limited capacity such as solar power
charged, direct current UPS system,
power conservation is of prime
importance. The IQD includes a solar
feature* to minimise power
consumption when not operating,
reducing the current drawn by the
actuator control to 10mA (maximum).
Applying a remote open, close or
ESD control signal or a discreet
wake up signal causes the actuator
to power up its control circuits and
after a delay of up to 1 second,
respond to the remote control signal.
Between 3 and 6 seconds after the
control signal is removed, the actuator
returns to the low current solar state.
As part of this routine, in order to
save power, the actuator fed 24V DC
remote control supply is disabled when
in solar mode (note that actuator 24V
DC fed remote control supply is
unavailable for applying a signal to
power up the actuator control when
operation is required and therefore a
discreet externally fed wake up
signal or externally powered control
signals must be used).

Unless otherwise specified, the

actuator will be dispatched configured
in the solar mode of control.
Remote control signals must therefore
be a minimum of 1.5 second duration.
The 2 wire remote control form is not
available (refer to page 17). For
Fieldbus system control please apply
to Rotork.
In local control and when awake,
the actuator will draw approximately
100mA ( with 24V DC Power Supply)
from the supply in the quiescent state.
Remote control option
For customer fed remote control in the
range 60-125V DC and 230V AC an
alternative control circuit is available
(note: IQD is limited to 20-60V DC and
20 - 120V AC only). Remote control
voltages between 150V and 300V AC
must be derived from a designated
Installation Category II supply as
defined in BSEN/IEC61010.

Emergency Shut Down

ESD
An active ESD signal will override any
local or remote control signal. The
ESD input operates from a separate
common to that used for open, close,
and stop remote control signals. Refer
to page 15 for ESD circuit options.
The following ESD options can be
configured:

ESD Signal
Active high (contact making)
Active low (contact breaking)

ESD Action
Close, open, stayput

ESD Override
Motor thermostat**, local stop,
active interlocks, interrupter timer
option

Two modes of control are available:

Standard - sleep function disabled,

24V DC remote control supply
available at all times

Unless specified with order, the

actuator will be dispatched set for
the following:

Solar sleep function enabled, 24V

DC remote control supply disabled
when asleep

Active high signal (contact making),

Close on ESD. ESD will not override
motor thermostat, local stop, active
interlock or interrupter timer.

* Factory configured.

** Bypassing the motor thermostat will invalidate

hazardous area certification.

Control specification

Interlocks

and the Motion Inhibit Timer features.

External hardwired interlocks for

opening, closing or both directions
can be configured to inhibit local and
remote operation until the external
contacts are made. Interlock circuits
may be added with any of the remote
control circuits. The interlock inputs
operate from a separate common
allowing for isolation between the
safety system and operation control
system. Refer to page 15 for standard
interlock circuit options.

Positioning can take place over the

whole valve stroke or if required, a set
portion of stroke. By incorporating a
remote manual/auto selector,
proportional control can be overridden
allowing standard remote control to
take place when manual intervention
is required.

Conditional control
For applications where a high level of
control integrity is required the IQ can
be configured for conditional control. In this mode, operation is conditional on two discrete signals being
applied. Looking at an example of a
close valve command, by applying a
signal to the remote close input and
close interlock input simultaneously
the actuator will operate and close the
valve. If only one signal is applied or a
signal is lost, the actuator will failsafe
by staying put or stopping. When
conditional remote control is configured the interlock inputs are not
required for local operation.

Remote control options

Analogue Control Folomatic Option
The IQ Folomatic proportional
controller enables the actuator to
automatically position a valve in
proportion to an analogue current,
voltage or potentiometric signal. A
signal derived from the actuator noncontacting position sensor is
electronically compared with a signal
proportional to the input signal. The
difference between them (error)
triggers the open or close contactor
via logic circuits to drive the actuator
in the direction that will cancel the
error. Valve position is therefore
automatically adjusted in proportion to
analogue signal. Unnecessarily
frequent operation can be prevented
by the adjustable Folomatic deadband
8

Application
Reversing motor-driven electromechanical actuators are suitable for
proportional control in automatic
control loops in which the system rate
of change is relatively slow, and high
accuracy continuous modulation is not
essential; level controls in water and
sewage treatment plants are typical
applications. Motor operated
regulating valves and sluice gates are
driven through nut and screw or
wormgear mechanisms which must be
self-locking and are therefore
mechanically inefficient. Frequent
operation will cause rapid wear of
these components. The control
systems should therefore be designed
to avoid this. Stem nut life will be
maximised if the valvemaker uses a
stem thread with a lead of one third
of the diameter.
Standard IQ actuators are suitable for
regulating applications requiring up to
60 starts/hour providing the average
torque required by the valve in mid
stroke does not exceed 33% of the
rated torque of the selected actuator.
Where modulating applications require
increased rates of starts per hour, the
IQM and IQML actuator ranges can
be operated up to a rate of 1200
starts/hour and include configurable
DC injection motor breaking to reduce
overrun.
For more information please refer to
publication E410E.
Accuracy
The Folomatic positioner accuracy is
1%. Because of the backlash in nuts,
screws and gearing of industrial valves,
overall accuracy may not be quantified
prior to the valve and actuator being
put into service. To optimise positional

accuracy, actuator output speeds

should be kept as low as practicable.
Rotork do not recommend output
speeds in excess of 29rpm. The
maximum signal change required to
cause response in the same direction
(ie. not through deadband) is 1%.
Output resolution will be a function of
actuator speed and valve stem thread
or gearing backlash.
Folomatic Configuration
The Folomatic can be configured to
suit signals within the following
ranges:
Analogue signals/input impedance:
0-5mA/1k ohm
0-10mA/500 ohm
0-20mA/250 ohm
4-20mA/250 ohm

0-5V/1M ohm
0-10V/78k ohm
0-20V/52k ohm

Position corresponding to low

input signal:
Closed limit, or percentage open, or
Open limit.
Position corresponding to high
input signal:
Closed limit, or percentage open, or
Open limit.
Deadband:
0-9.9% of travel between Open and
Closed limit positions.
Motion inhibit time:
2-99 sec between actuator movements.
Action on loss of input signal:
Stay-put, move to high or low signal
position. Available for minimum set
low signal of 0.5mA. Response on
loss of signal will occur if signal falls
below 50% of set low signal.

Connections
For analogue control connections,
and analogue control connections with
remote manual override, refer to
page 18.

Indication, monitoring and data logging

Reduced speed,
hydraulic shock and
surge protection Interrupter Timer option
Where the operating time of the valve
must be reduced to prevent hydraulic
shock or water hammer, or to
prevent surges, the Interrupter Timer
option can be included. Pulsed
operation with independently
adjustable on and off time
periods in the range 1-99 seconds can
be selected to operate over any
portion of the closing or opening valve
stroke. On/Off time period range may
be extended when configuration is
carried out with the IQ-Insight tool.
The interrupter timer is active for both
local and remote control.
Local Position and
Local Monitoring Indication
A back-lit liquid crystal display gives
digital indication from fully Open to
fully Closed in 1% increments. Three
LEDs coloured red, green and yellow
for indication of Open, Close and
intermediate positions respectively are
also provided. The display includes
four icons for rapid diagnosis of valve
alarm, actuator alarm, control system
alarm and actuator battery status.
With the IQ setting tool, actuator
torque can also be displayed allowing
the valve torque against position to be
monitored in real time.

Status
Valve opening, closing, moving
(continuous or pulsing signal), local
stop selected, local selected, remote
selected, open or close interlock
active, ESD active
Valve Alarms
Motor tripped on torque in mid
travel, motor tripped on torque
going open, going closed, valve
jammed, actuator being operated
by handwheel.

Actuator Alarms
Lost phase, customer 24V DC (120V
AC) supply lost, battery low, internal
failure detected, thermostat tripped.

Monitor Relay
An independent relay with a volt-free
changeover contact for monitoring
actuator electrical availability. Contact
rating 5mA to 5A, 120V AC, 30V DC.
The relay will de-energise under any
one, or combination, of the following
conditions:

Loss of one or more of the power

supply phases

Loss of control circuit supply

Local control selected

Local stop selected

Motor thermostat tripped

Data Logger
Each contact can be configured to
either normally open or normally
closed. Contacts are rated at 5mA to
5A, 120V AC, 30V DC.
Unless otherwise specified S contacts
will be configured as follows:

S1 contact makes at fully Closed

S2 contact makes at fully Open

S3 contact breaks at fully Closed

S4 contact breaks at fully Open

The on board data logger allows

infra-red, IrDA download of
historical actuator/valve performance
to PC or PDA. For hazardous areas the
intrinsically safe Rotork IQ
Communicator tool is available. Rotork
IQ-Insight PC software allows data
logger information of operational
events and statistics all time and date
stamped plus valve torque/position
profiles, to be analysed.

Help screen diagnosis is available for

monitoring valve, actuator and control
system status. The local display can be
rotated to suit actuator orientation.
LED colours can be reversed. Please
specify at time of order.
Remote position and
monitoring indication
Four latching, volt free, single pole
contacts, S1, S2, S3 and S4 are
provided, each one independently
configurable using the IQ Setting Tool
to signal one of the following:

Valve Position
Fully Open, fully Closed (exact) or
any intermediate positions
(0-99% open)

Indication options

Indication Options
Remote Valve Position Analogue
Indication - CPT
The Current Position Transmitter
(CPT) provides a non-contacting
internally fed 4-20mA analogue
signal proportional to valve position.
Selectable for minimum signal
corresponding to fully Closed or fully
Open position with automatic zero
and span setting. Available at terminals
22(+ve) and 23(-ve), the maximum
external impedance that may be
connected to the signal is 500 ohms
at nominal supply voltage.
Repeatability is within 1% and
linearity 1% of total valve travel.

Extra indication contacts

(not available with IQD)
The extra indication contacts option
provides four additional changeover
contacts, S5, S6, S7 and S8. Each
contact is latching, volt free and rated
at 5mA to 5A, 120V AC, 30V DC. The
extra indication contact functions are
independently configurable in the
same way as the standard contacts
using the IQ Setting Tool. The extra
indication contact functions are shown
below:

Valve Position
fully open, fully closed or
intermediate positions (0-99% open).

Status
Valve opening, closing, moving
(continuous or pulsing signal), local
stop selected, local selected, remote
selected, open or close interlock
active, ESD active.

Valve Alarms
Motor tripped on torque in mid
travel, motor tripped on torque
going open, going closed, valve
jammed, actuator being operated by
hand wheel.

Actuator alarms
Lost phase, customer 24V DC
(120V AC) supply lost, battery low,
internal failure detected, thermostat
tripped.

Auxiliary Powered CPT

(not available with IQD)
The auxiliary powered CPT maintains
analogue position indication when the
mains power is switched off. An
auxiliary 24V DC supply is permanently
connected to the actuator, which is
automatically switched in to provide
power to the CPT on mains failure.
On re-instating the mains, the auxiliary
supply is automatically switched out.
Note: on mains failure, a surge of up
to 1 Amp is required to switch in the
auxiliary supply. The power off
quiescent load is nominally 180mA,
but will depend on the options fitted.
It is recommended that the 24V
auxiliary supply is permanently applied
to the actuator to limit switch surge
current.
Remote Valve Torque Analogue
Indication - CTT
The Current Torque Transmitter (CTT)
provides a non-contacting internally
fed 4-20mA analogue signal
proportional to actuator output torque
(0-120% of rated torque). When
stationary the CTT output will continue
to indicate the current torque.

10

Fieldbus systems

Pakscan

Profibus

Rotorks own 2 wire system for control

and data transmission to and from the
actuators.

Profibus connectivity is possible by

fitting the Profibus DP interface
module within the IQ actuator. This
allows the IQ to be integrated into a
standard Profibus network. Full
compatibility with the fieldbus
standard EN 50170 is provided and
the module carries Profibus
certification for inter-operability. The
network allows full control of the
actuator and feedback of status data
to the host. The Rotork Profibus
module has two communication ports
to facilitate redundant fieldbus wiring
where reliability is paramount, data
rates up to 1.5 M baud are supported.

An internally mounted Pakscan field

unit connects the actuator to the field
network. By arranging the field cable
in a loop the system automatically
provides a fault tolerant redundant
path for the data signals. The
communication distance may be up to
20km in length without the need for
repeaters, up to 240 actuators may be
connected to the loop and a master
station supervises the system.
Communication from the master
station to the host uses Modbus
protocol over RS232 and RS485.
System settings for the actuator are
programmable over the infra-red
data link.
Please refer to publication S000E.

Modbus
Single or dual Modbus Modules may
be included in the IQ actuator to
provide remote serial communication
to the control functions and for status
feedback data. The field network uses
an RS485 data highway, either 2 or
4 wire, and can be duplicated
where redundancy is required. The
communication is half duplex and the
protocol used is Modbus RTU with
data rates up to 38 K baud. The
actuator variables necessary to set up
the system are programmable over the
infra-red data link.
Please refer to publication E121E.

Additional Inputs and Outputs

When used in conjunction with a
fieldbus network the actuator can also
collect additional feedback information
from other devices in the field such as
level switches or proximity detectors.
It is also possible with some systems
to provide additional output control
functions to operate remote
equipment, pump starters etc. In order
to provide these features the actuator
requires the Fieldbus Remote I/0 option
which includes 4 digital inputs for
feedback data and 4 dry contact relay
outputs for control. The availability of
these functions is indicated in the
table below:

Please refer to publication S113E.

Fieldbus Remote I/0 option fitted

Foundation Fieldbus

Fieldbus Option

IQ actuators may be connected to a

Foundation Fieldbus network (H1) by
the inclusion of a Rotork FF-01
module. The device complies with
fieldbus standard IEC 61158-2, using
a 2 wire electrical connection to the
highway and has been certified for
inter-operability. The Foundation
highway exchanges data and control
between devices and full actuator
functionality is available. Each actuator
has full link scheduler capability and
function blocks for analogue and
digital inputs and outputs and the
standard transducer block. Foundation
fieldbus networks are capable of
operating without a host system as a
supervisor, the field devices
communicating directly between
themselves.

4 digital inputs

4 digital outputs

Pakscan
Yes

No

Single Modbus Module

Yes

Yes

Dual Modbus Module

Yes

No

Profibus
Yes

Yes

Foundation Fieldbus
Yes

Yes

Please refer to publication S114E.

11

Actuator circuit diagram basic

IQ Actuator Basic Circuit Diagram 3000-000, drawn in mid-travel, power off

Motor
Switching
Module

Motor

Actuator Power Supply

Refer to page 4
(power supply connections will vary with
actuator type. Connections shown are
for IQ 3 phase only).

2
E

Thermostat

FS1
Position &
Torque/Limit
Control

PS1

+
Local Indication

Isolated, nominal 24V DC, 5W

Power Supply (120V AC 15VA option)
Available for actuator fed remote control.
Refer to page 6

Remote Indication

Refer to page 9
MONITOR
RELAY

42

%
OPEN

Make at Fully Shut

43
44

S1

6
7

INFRA RED

Make at Fully Open

9V

Local and Remote

Position Indication
Back-up Supply
(Main Power Off)

Break at Fully Shut

Break at Fully Open

Close Open

S3
S4

Close
Stop/Maintain
Open
Common ve 2060V AC/DC
Common ve 60120V AC

Stop
Local Remote

8
9
10
11
12
13

Indication Contacts
Shown in default configuration.
Configuration can be changed using
the IQ Setting Tool to indicate any
valve position, status and alarm
settings. Refer to page 9

Remote Controls

Local Controls
Refer to page 7

S2

Monitor Relay Monitors actuator

availability (shown de-energised
unavailable). Refer to page 9

ESD
Open Interlock
Close Interlock
Common ve 2060V AC/DC
Common ve 60120V AC

33
34
35
36
40
25
37

Remote Control Inputs

Refer to pages 15 and 16 for
control circuit types.

38
31
32

Data Logger/IrDA (page 3)

Valve
Data

Condition
Monitoring

Actuator
Configuration

Optional Control
and Indication Equipment
The Infra-red Setting Tool enables
options to be configured

12

Infra-red/IrDA interface

For applicable Circuit Diagram

refer to the Matrix on page 14

Actuator circuit diagram options

Optional control and indication equipment

14

Close Limit

S5

Open Limit

S6

Torque Trip Mid-Travel

S7

21

Remote Selected

S8

30

16
17

18

19
20
24
46
47

Analogue Position Control

Folomatic
26
27

Analogue Input Signal

for Folomatic

For manual/auto
connections refer to
page 18

Extra Indication Contacts

15

Shown in default configuration.

Configuration can be changed using
the IQ Setting Tool to indicate various
valve and actuator position, status
and alarm settings. Contacts are
shown in not true state.
Refer to page 10

Valve Position CPT

12V nominal

420mA
A

23
22

28
29
Manual/Auto
24V DC
Common
110V AC

39
41
45

Valve Torque CTT

12V nominal

420mA
A

29
28

Pakscan
2 Wire Loop

Profibus
RS485 Highway

Care should be taken to ensure that circuits connected

to terminals 4 or 5 are not connected directly or
indirectly to ground.
26
27
28
29

26
27
28
23
29

26

2 Wire 'A' (In)

2 Wire 'B' (Out)
2 Wire 'C' Common
Screen

Modbus
2 Wire/4 Wire RS485 Highway
24

29
24

Field Connection '1A'

Field Connection '1B'
Field Connection '2A'
Field Connection '2B'
Common
Screen

27
28
45

Screen
Profibus 1B
Profibus1A
Profibus 2B
Profibus 2A
Screen

Foundation Fieldbus
IEC611582 Highway

27
28
29

Field Connection '+'

Field Connection ''
Screen

13

Actuator circuit diagrams number code

Standard Control and Indication Options

Basic IQ range actuator circuit diagram 3000-000 and IQT range circuit diagram 6000-000 include local control and indication
station, remote open/stop/close ESD and interlock control and 4 configurable indication contacts.

IQ
Type

3
5
6

IQ, IQS, IQD

IQM - Modulating refer to publication E420E
IQT

Remote
Digital Indication

0
1

Basic contacts S1 - S4
S1 - S4 + Extra indication contacts S5 - S8*

Remote
Analogue
Indication

0
1
2
3
4

No remote analogue indication

Valve Position - Internally fed 4-20mA CPT
Valve Torque - Internally fed 4-20mA CTT**
Valve Position + Valve Torque CPT + CTT**
Auxiliary Powered CPT

Actuator
Power Supply

0
1
2

3 - Phase - IQ and all IQT

Single Phase - IQS only
DC - IQD only

Control Polarity

- Positive switching control (neg common)

N Negative switching control (pos common)

Analogue Control

0
1

No analogue control
Analogue proportional control - Folomatic

Speed Control

0
1

Single speed
2 - Speed control - Interrupter Timer

Actuator Fed
Control Supply

0
1

Basic: 24V DC actuator fed remote control supply

120V AC actuator fed remote control supply***

Extra contacts S5 - S8 with Analogue control - Folomatic will be limited due to terminal availability Extra contacts S5 - S8 are not available with IQD or IQS. Contact Rotork.
** CTT is not available with Analogue control - Folomatic.
*** 120V AC actuator fed remote control supply not available with IQD actuators and IQT 24V DC
powered actuators.

Fieldbus System Control Options

All Fieldbus systems include basic hardwired remote control: Open/Stop/Close, ESD and interlocks.

14

IQ
Type

3
5
6

IQ, IQS, IQD

IQM - Modulating refer to publication E420E
IQT

Aux
Digital Output

0
3

No Auxiliary digital output

Auxiliary digital output

Actuator
Power Supply

0
1
2

3 - Phase - IQ and all IQT

Single Phase - IQS only
DC - IQD only

Fieldbus
System

2
3
4
5
6
8

Pakscan
Pakscan + Analogue Input
Modbus
Dual Redundant Modbus
Profibus
Foundation Fieldbus

Speed Control

0
1

Single speed
2 - Speed control - Interrupter Timer

Actuator Fed
Control Supply

Basic: 24V DC actuator fed control supply

Emergency Shut Down ESD

and Interlock control circuits
ESD and Interlock control
circuits may be added to any of
the Remote or Analogue circuits
shown on pages 16-18.
Emergency Shut Down ESD signal
will override any existing local or
remote signal. The actuator can be
configured to open, close or stayput
as a response to an ESD signal. ESD
signals must be derived from a
latching contact. The actuator can be
configured to respond to an ESD from
a making or breaking contact.
If required, ESD operation can be
configured to override the motor
thermostat, local stop, active
interlocks or Interrupter Timer option.
Overriding the motor thermostat
during ESD will invalidate hazardous
area certification.
Unless specified with order the
actuator will be dispatched set for
the following: Active high signal
(contact making), Close on ESD. ESD
will not override motor thermostat,
local stop, active interlock or
interrupter timer.
Changes in ESD configuration are made
using the supplied IQ Setting Tool.

ESD Control Circuits

Interlock Control
Circuits

Form 1F
4
Customer
fitted link

31
32

4
Customer
fitted link

31

37

32

38

37

25

38

25
ESD
(Stayput)

Interlocks are active in both local and

remote control. If only one interlock is
required, the other must be linked
out as shown.
Traditional hardwired interlock
systems between actuators such as
Main and Bypass in steam plant
can be easily arranged using the IQ
S contacts to derive the permissive
control signal.

Key
4

24V DC -ve

31

ESD/IL Common 20-60V AC/DC

32

ESD/IL Common 60-120V AC

37

Open Interlock

38

Close Interlock

25

ESD/Thermostat bypass

24V DC +ve

Close
permissive

Open/Close Interlock
active Internally fed

5
4
Customer
fitted link

31
32
37

ESD - Internally fed

Interlock circuit control

The default setting is for the interlock
function turned OFF. If interlock
facilities are required the IQ Setting
Tool can be used to configure the
interlocks ON.

Open
permissive

38

Form 2F

Close
permissive

25
5
4
Close Interlock
active Internally fed

31
32

37

31

38

32

ESD
(Stayput)

25

37

38

Open
permissive

Close
permissive

Line/+ve
Common 60-120V AC

25

Common 20-60V AC/DC

5
Line/+ve
Common 60-120V AC
Common 20-60V AC/DC

ESD - Externally fed

Open/Close Interlock
active Externally fed

15

Remote control circuits

Remote control system wiring

schematics for standard IQ are
shown opposite.

Open/Close push-to-run
control.

Form 1A

Standard actuators are dispatched

without terminal links.
A commissioning bag located in the
terminal compartment includes
terminal screws, spare cover O
rings, actuator circuit diagram, and
the Installation and Maintenance
instruction, publication E170E.The
actuator including the IQ Setting Tool
will be indicated with a yellow label
on the terminal compartment cover.
Remote control inputs are optoisolated interfaces with a surge
immunity of 2kV. Standard control is
positive switching (negative switching
is available if specified).
The standard IQ actuator can be
controlled using remote control
signals defined as follows:

Internal supply -ve (zero)

Common for remote controls

on 20V to 60V DC or AC

36

Common for remote controls

on 60V to 120V AC

40

Close

33
Close

Stop/maintain

34

Open

35

Internal 24V DC supply +ve

(or internal 120V AC)

Open

Customer fed control circuit supply:

Within the ranges, 20-60V AC/DC
or 60-120V AC.
Form 2A

Actuator fed control circuit supply:

24V DC, 5W rated. (120V AC, 15VA
available if specified).
The current drawn for each control
input:
5mA at 24V DC, 12mA at 120V AC.
Minimum ON voltage: 20V.

Internal supply -ve (zero)

Common for remote controls

on 20V to 60V DC or AC

36

Common for remote controls

on 60V to 120V AC

40

Close

33

Maximum OFF: 3V.

Minimum signal duration: 300ms.
Maximum remote control cable
capacitance: 2F core to core.

Close

Stop/maintain

34

Open

35

Internal 24V DC supply +ve

(or internal 120V AC)

Open

Line/+ve

Zero/-ve

16

Open/Close maintained
control with mid-travel
reverse.

Open/Stop/Close
maintained control.

Two-wire control; energize to

Open, de-energize to Close.
(Configure for Open priority).
Customer to link 5 - 33.

Two-wire control; energize to

Close, de-energize to Open.
(Configure for Close priority).
Customer to link 5 - 35.

Form 1D

Form 1E

Form 1C

Form 1B
4

36

36

36

36

40

40

40

40

33

33

33

33

Internally fed circuits

Open

Close

Close

Close

34

34

34

35

35

35

34
Close

Open

Open

35

Open

Stop

Form 2B

Form 2C

Form 2E

Form 2D

36

36

36

40

40

40

40

33

33

33

33

Zero/-ve

36

Externally fed circuits

Zero/-ve

Open
Close

Close

Close

34

34

34

35

35

35

34
Close

Open

Open

35

Open

Stop

Line/+ve
Line/+ve
Zero/-ve

Zero/-ve

Line/+ve

Zero/-ve

Max 60VAC or DC (for higher

voltages, apply to Rotork)

Line/+ve

Zero/-ve

Max 60VAC or DC (for higher

voltages, apply to Rotork)

17

Analogue control circuits

Analogue Folomatic control only

26

Analogue Folomatic control with

internally fed remote manual override

26
Customer analogue
output signal

27

Customer analogue
output signal

27
Manual

Auto
Customer
fitted links

41

36

39

41

Customer
fitted links

39
33

Close contact

35

Open contact

34

Stop/maintain
(optional)

Analogue Folomatic control with

externally fed remote manual override

Key
26

Folomatic +ve

27

Folomatic -ve

24V DC +ve

24V DC -ve

36

Control Common 20-60V AC/DC

40

Control Common 60-120V AC

41

41

Folomatic Common 20-60V AC/DC

45

45

Folomatic Common 60-120V AC

39

26
Customer analogue
output signal

27
36

18

39

Folomatic manual/auto

33

Remote manual Close

35

Remote manual Open

34

Remote manual Stop/Maintain

40
Common 20-60V AC or DC

Common 60-120V AC

Auto
Line/+ve
Manual

33

Close contact

35

Open contact

34

Stop/maintain
(optional)

IQ

IQT

UK head office
Rotork Controls Limited
tel: +44 (0)1225 733200
fax: +44 (0) 1225 333467
mail@rotork.co.uk

USA head office

Rotork Controls Inc
tel: +1 585 328 1550
fax: +1 585 328 5848
info@rotork.com

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fax: +61 353 381570
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A full listing of our worldwide

sales and service network is
available on our website at
www.rotork.com

Rotork Controls Inc, Rochester, USA

Rotork Controls Ltd, Bath, UK

As part of a process of on-going product development, Rotork reserves the right to amend and change
specifications without prior notice. Published data may be subject to change. For the very latest version
release, visit our website at www.rotork.com
The name Rotork is a registered trademark. Rotork recognizes all registered trademarks.
Published and produced in the UK by Rotork Controls Limited.