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IQ Range

IQ Multi-turn
Electric Valve Actuators

Redefining Flow Control

Contents
Section Page

Section Page

Section 1

Section 2
4

Actuator Specification
(full contents list on p17)

17

IQ3 Multi-turn Actuator Range

Performance Summaries

18

Advanced Engineering

3rd Generation IQ Actuator

IQ3 Features

Actuator Drive Couplings

22

Standard Specification

23

Design Features

Protection and Reliability

10

Valve Type Actuator

24

Intelligent Communication

12

Design Specification

25

Application Options

15

Non-Hazardous & Hazardous Enclosures

27

16

Regulatory Standards

29

Power, Control & Indication

30

Protection & Operating Features

36

Network Systems

Components

38

Rotork is the global market leader in valve


automation and flow control. Our products and
services are helping organisations around the
world to improve efficiency, assure safety and
protect the environment.
We strive always for technical excellence, innovation and
the highest quality standards in everything we do. As a
result, our people and products remain at the forefront of
flow control technology.
Uncompromising reliability is a feature of our entire product
range, from our flagship electric actuator range through to
our pneumatic, hydraulic and electro-hydraulic actuators, as
well as instruments, gear boxes and valve accessories.
Rotork is committed to providing first class support to
each client throughout the whole life of their plant, from
initial site surveys to installation, maintenance, audits and
repair. From our network of national and international
offices, our engineers work around the clock to maintain
our position of trust.

Rotork. Redefining flow control.

3rd Generation IQ Actuator


For over 50 years Rotork has used innovation
in designing reliable, flexible and robust valve
actuators and control systems. Continuing our
ethos of evolving design, the 3rd generation
IQ multi-turn actuator is now available.
Reliability standards have been set even higher,
it is simpler to commission and use and is
unrivalled in its ability to provide valve and
process control operational data.

Key benefits of the 3rd generation IQ


Valve position monitoring during power loss
through simple and robust Rotork absolute encoder
Large information-rich backlit display
Advanced dual stacked display presents valve and
process data for asset management and data analysis
In the event of power failure actuator display and
remote contacts are maintained
Toughened glass screen plus optional
environmental shield
Outstanding environmental protection
Non-intrusive setting no cover removal required
using secure Bluetooth connection
Enhanced reliability through solid state controls;
reduced internal wiring; simplified torque sensor
Detachable thrust bases across the entire range
Advanced realtime status reporting
Configurable datalogger functionality, including
service alarms
Plug & socket option available

Redefining Flow Control

IQ3 Features
Simple, secure commissioning and configuration
Ensuring correct configuration and keeping it secure is the
bedrock of reliable operation.
All IQ actuators are set up non-intrusively using a Rotork
setting tool. Torque levels, position limits, control and
indication functions can all be accessed using the intrinsically
safe, wireless handheld setting tool. Compatible with the
existing infra-red IQ Setting Tool, 3rd generation IQ can now
operate using its partner Rotork Bluetooth Setting Tool Pro.
Bluetooth wireless connectivity allows easier use without
direct line-of-sight and over greater distances, however
security has to match. This is achieved by the initial 'pairing'
of tool and actuator being carried out by a single infra-red
transaction after which a Bluetooth wireless connection
automatically takes over. As before, configuration changes
are password protected and the actuator is immune to
connection by non-Rotork devices or programmes.
New 3rd generation IQ actuators benefit from further
advances in human interface design. In addition to a
configurable, information-rich display, they offer a
highly intuitive menu system for commissioning, updates
and diagnostics.
With the latest version of the Rotork Insight2 software,
you can further streamline actuator setup, by pre-defining
complete sets of instructions and settings. Each collection
of settings can be saved as a mission and quickly applied
to individual actuators via the handheld Rotork Bluetooth
Setting Tool Pro.
IQ actuators can be interrogated and set up even when mains
power is not available; the actuator can be configured and
interrogated by using power from its display back-up battery.
Product enhancements
New intuitive user interface
Advanced dual stacked display with configurable
datalogger functionality
Configurable service alarms
Toughened glass screen plus optional environmental shield
Rotork Bluetooth Setting Tool Pro with secured
Bluetooth connection
High reliability, solid-state controls
Reduced internal wiring and connections
Simplified torque sensor
Simple and robust absolute position sensor with high
reliability and accuracy
New thrust base design separable for all sizes
Advanced realtime status reporting

IQ3 Features
Outstanding reliability

Technological Advances

Valve operation must be reliable. Rotork IQ actuators are


designed to meet the toughest applications and engineered
for a lifetime of uninterrupted service. Built on the Rotork
drive train, proven for over 40 years, 3rd generation IQ
actuators feature numerous enhancements including:

Position

Advanced absolute position measurement


Simplified control components
Increased thrust base integrity; separable across all sizes
High immunity from spurious signals
Configurable motor drive "enable" input which stops the
actuator operating unless a signal is applied
Casing material selection and coatings have been
designed for improved corrosion protection
Reliability of equipment depends on the protection provided
by its enclosure. IQ retains the Rotork developed doublesealed, non-breathing, non-intrusive enclosure proven to
maximise operational reliability. Regardless of whether the
actuator is in a hazardous location or not, the fully sealed
enclosure provides the highest reliability.

Asset management
With an advanced dual stacked display, position, torque,
status and configuration data is clear and immediate. In
addition the valve, actuator and process data is available
on screen or in the control room. Valve stroke torque/
thrust graphs, duty trend logs, vibration levels and valve
& actuator manufacturing data can be extracted by the
user and stored as the basis for planned maintenance and
operational activities, process performance characteristics
and comparison.
Commissioning and configuring 3rd generation IQ actuators
is faster and simpler than ever. In addition to a new and
intuitive user interface, entire operations can now be carried
out in moments and datalogger data downloaded using the
supplied Rotork Bluetooth Setting Tool Pro.

Reliable valve position sensing is critical. Using the latest


technology and after years of testing, the patented Rotork
IQ absolute encoder is contactless, has only four active parts,
can measure up to 8,000 output turns and has redundancy
and self checking. Unlike existing absolute encoder designs,
this technological breakthrough increases position sensing
reliability while providing zero-power position measurement.
Display
The dual stacked display allows large segment character
position displays down to -50 C while the matrix display
provides detailed setting, status and diagnostic multilingual
screens. Overall the display is 30% bigger, is backlit to
provide excellent contrast even in the brightest ambient light
conditions and is protected by a toughened glass window. An
optional protective clip-in cover is available where high UV
levels or abrasive environments are present.
Torque
The 3rd generation of IQ utilises the torque sensor developed
and used successfully by Rotork for over 10 years. Torque
generated in moving the valve produces a proportional thrust
reaction on the motor wormshaft. This thrust creates pressure
in the piezo torque transducer which converts it to a voltage
signal directly proportional to the output torque being
produced by the actuator. This signal is used by the control
circuit for torque limiting, realtime torque indication and for
recording valve operating force profiles by the datalogger.
Now enhanced to provide increased integrity and
performance, torque sensing is simple, accurate with high
resolution and extremely reliable over the life of the actuator.
Unlike other systems employed, the IQ system of torque
measurement has the advantage of being independent of
voltage and temperature variations.
Control
Control elements such as main control and network interface
cards, like those used with fieldbus systems, are connected
using an internal bus system based on CAN, reducing wiring
and connections and increasing reliability.
Indication power
With the absolute encoder, a battery is not required for
position sensing and tracking. As all configuration and
datalogger data is stored in non-volatile EEPROM memory,
all settings are safe when no power is available. However,
to maintain the display and ensure remote indication is kept
updated, allow data logging and power off commissioning,
an indication battery is included as standard. Reduced power
consumption means the battery has an exceptionally long
life and low-cost replacements are available from suppliers
globally. In addition, the auxiliary power module option is
available, allowing the user to connect a 24 volt supply to the
actuator should communication with network systems be
required when main actuator power is switched off.

Redefining Flow Control

IQ3 Features
Optimised for preventative maintenance
All IQ actuators incorporate a sophisticated datalogger, which
can provide comprehensive data capture and analysis for
planned maintenance and troubleshooting issues with valves
and processes. They capture:
Valve torque profiles
Operational starts profiles
Operational, vibration and temperature trend logs
Event log
In addition, asset management data regarding the actuator
and the valve is stored within the actuator and available for
download. Specific asset management information includes:
Running time
Average torque
Starts
Life statistics
As part of the ongoing commitment to improving asset
management and providing reliable data for optimised
preventative maintenance, the 3rd generation IQ now
includes configurable service / maintenance alarms.
The alarm parameters can be set in the assets section of
the setup menus and include:
Open torque levels
Close torque levels
Starts/Hr
Total starts
Total turns
Service intervals
With 3rd generation IQ actuators this data can be viewed in
realtime using the large dual stacked display. In addition,
the data can be downloaded wirelessly with the Rotork
Bluetooth Setting Tool Pro or to a PC and analysed using the
Rotork Insight2 software.

Safe manual operation


In case of an emergency, power outage or failure of the
control network, IQ actuators can be operated by hand.
A manual clutch and handwheel allow an operator to
disengage the motor and operate the valve independently,
without risk of damage or injury.
Where the location requires it, the clutch can be padlocked
into position to prevent accidental or unauthorised
manual operation.
Manual movements of the valve are recorded and logged
by the actuator. Position sensing in Rotork IQ actuators is
highly reliable (power on or off) thanks to the unique robust
and simple design of the absolute encoder.
Network system connectivity
With the addition of an appropriate option card, the IQ
actuator can be incorporated into a number of different
fieldbus control systems. The IQ actuator can be utilised
within the Rotork Pakscan control system, either wired or
wirelessly, and the major open Fieldbus protocols including
Profibus, Foundation Fieldbus, Modbus and HART.
Future-proofing
3rd generation IQ actuators have been designed with
future advances in mind. In addition to highly configurable
setup options they now feature flexible design technology.
Using the Rotork Insight2 software and Rotork Bluetooth
Setting Tool Pro, it is also possible to apply updates to each
actuator. This procedure is subject to four layers of security,
with the option of disabling the Bluetooth communication for
maximum security.

IQ3 Multi-turn Actuator Range


IQ
IQ multi-turn 3-phase electric actuators designed for isolation
or regulation duties (S2 & S3/Class A & B) of up to 60 starts
per hour.
Direct torque output range from 34 Nm (25 lbf.ft) to
3,000 Nm (2,200 lbf.ft).
With the addition of second stage gearboxes, multi-turn
output torque up to 43,000 Nm (31,715 lbf.ft) and quarterturn up to 1,000,000 Nm (737,561 lbf.ft) are available.
IQM
The modulating version of the IQ 3-phase electric actuator
has a solid state reversing starter in place of the electromechanical contactors. They feature fast-response remote
control circuits for rapid control. To optimise positional
control, the solid state starter also adds an electronic motor
brake feature.
Features across the 3rd generation IQ range include:
Three-phase, direct current and single-phase variants

With the addition of second stage gearboxes, IQM multiturn output seating torque up to 3,600 Nm (2,655 lbf.ft) and
quarter-turn up to 58,000 Nm (42,778 lbf.ft) are available.

Watertight and hazardous area enclosures


Double-sealing
Handwheels for emergency and ease-of-use operation
Oil bath lubrication
Advanced, multilingual display for status and setup
Detailed datalogging
Setting and data capture using the supplied Rotork
Bluetooth Setting Tool Pro
InSight2 PC software for valve performance analysis
Highly intuitive user interface
Comprehensive control and flexibility

The hammer-blow drive - for shifting infrequently used


valves - is not included in this model. IQM is suitable for up to
1,200 starts per hour (S4/Class C).

IQML
Benefiting from all the features of the IQM 3-phase electric
actuator, the IQML has a linear output drive providing
modulating thrust output of up to 150 kN (33,721 lbf).
IQS
IQS actuators are single phase versions of IQ actuators.
Torque range from 65 Nm (48 lbf.ft) to 450 Nm (332 lbf.ft).
With the addition of second stage gearboxes, single-phase
multi-turn output torque up to 3,000 Nm (2,212 lbf.ft) and
quarter-turn up to 208,500 Nm (153,781 lbf.ft) are available.
IQD
IQD actuators are direct current powered versions of IQ
actuators. Torque range 34 Nm (25 lbf.ft) to 305 Nm
(225 lbf.ft). Voltage ranges available are 24 VDC, 48 VDC
and 110 VDC (limited size/voltage availability refer to IQD
performance data, page 19).
With the addition of second stage gearboxes, DC multi-turn
output torque up to 1,500 Nm (1,106 lbf.ft) and quarter-turn
up to 132,000 Nm (97,358 lbf.ft) are available.
Special Designs
If you require an IQ actuator for duties that are not
covered by our standard range, we are happy to discuss
custom solutions.

Redefining Flow Control

Advanced Engineering
1 Hand operation
Direct drive and geared handwheel sized for effective manual
operation of the valve. Handwheel drive is independent of
the motor drive and is selected with a lockable hand/auto
lever for safe operation even when the motor is running.
Motor operation always has preference unless the hand/
auto lever is purposely locked into hand drive. Lost motion
hammerblow action is provided with both direct and
geared handwheels.
2 Environmental sealing
The Rotork double-sealed terminal compartment results in
the actuator enclosure being completely sealed, protecting
the actuator from the environment for life. Using the supplied
Rotork Bluetooth Setting Tool Pro, no covers need to be
removed for commissioning, adjusting, analysis or accessing
the actuator data log.
3 Display
The advanced dual stacked display is significantly larger,
clearer and has a wide viewing angle making it easily legible
from a distance. In normal mode the LCD display indicates
valve position and can operate from -50 C up to 70 C.

The matrix layer provides high resolution screens for setting


menus, status, alarm and graphical data log screens such as
valve torque profiles. Position indication lights (red, yellow
and green) are duplicated each side of the display. All display
elements are protected by a 13 mm toughened glass window
with an optional shield for protection against abrasive media
such as sand and UV light.
4 Local controls
Local open/close and lockable Local/Stop/Remote selectors
are coupled magnetically to the designated switches and
therefore do not penetrate the control cover. This further
enhances the non-intrusive protection of the IQ.
5 Position control
The unique Rotork patented absolute position sensor is
highly accurate and can measure up to 8,000 output turns
as standard. With only four active parts it is very simple and
robust, providing the most reliable position sensing regardless
of the availability of electrical power. It also includes built-in
redundancy and self-checking.
6 Proven drive train
The drive train and motor uses the proven basic design
principals employed for over 40 years. Simple, reliable and
robust, the components are oil bath lubricated (for life).
7 Separable bases
For all sizes the thrust and non-thrust base types are separate
to the gearcase allowing easy installation. Should the actuator
be removed, the base can be left on the valve to maintain its
position. All bases conform to attachment standards ISO5210
or MSS SP 102.

5
7

Redefining Flow Control

Design Features Protection and Reliability


Reliability through simplicity

Non-intrusive - sealed for life

The IQ combines simplicity of design with comprehensive


protection features to ensure the most dependable
valve operation. With an extended specification, the
IQ provides the most flexible actuator for valve process
control applications and includes, as standard, class leading
diagnostic and asset management features.

IQ covers do not need to be removed for site commissioning.


All settings and adjustments are made using the supplied
Rotork setting tool via either infrared or Bluetooth wireless
communication. After assembly in the controlled environment
of our manufacturing facilities, air exchanges are eliminated
- all internal components are completely protected for life.
Non-intrusive control selectors mean there are no moving
shafts penetrating the enclosure.

Critical protection
Vast experience in the application of electric actuators
has enabled Rotork to set the global standard in actuator
ingress protection. Actuators have to perform unfailingly
in environments ranging from desert to tundra, offshore to
underground, where flooding, humidity, extremes of heat
and cold, ultraviolet and corrosive atmospheres are the norm.
Rotork understands that the most important factor in the
reliability of an actuator is protection from the environment in simple terms, the enclosure.
Double-sealed for double protection
The IQ enclosure is rated for immersion to IP68*. It is
completely watertight and dust tight and does not breathe.
The Rotork double-seal system ensures protection of
internal components, separating them from the cable gland
and terminal compartment by a watertight terminal block.
Protection is maintained during site installation when terminal
covers are removed and is independent of cable gland sealing.
* 7 metres for 72 hours / NEMA Type 4/4X/6 and hose proof IP66
(100L / min 2.5 to 3 metres distance for 3 minutes)

10

Torque measurement
An actuators ability to reliably and accurately determine
the force applied in operating a valve is fundamental in
providing comprehensive valve and actuator protection.
The IQ range uses tried and tested technology, proven
in industry. IQ utilises the piezo torque sensor developed
by Rotork and used successfully for over 10 years. Now
enhanced with on-board, miniature amplification it is better
protected and reliability is increased. Accurate, repeatable
torque measurement is achieved independent of variations in
frequency, voltage and temperature.
Position measurement
Reliable valve position sensing is critical. Using the latest
technology and after several years of development testing,
the patented Rotork IQ absolute encoder is contactless, has
only four active parts, can measure up to 8,000 output turns
and has redundancy and self-checking. Unlike existing absolute
encoder designs, this technological breakthrough increases
position sensing reliability with no power requirement.

Design Features Protection and Reliability


Explosionproof conformity
3rd generation IQ actuators conform to the following
international explosionproof standards:
ATEX II 2GD c
IECEx
FM3615
CSA EP to C22.2 No 30M
Rotork Bluetooth Setting Tool Pro certification conforms to:
ATEX II 1G
FM3610
Canada CSA - C22.2 No.157-92
For full details of certification conformity for non-hazardous
and hazardous areas see section 2, page 27.
Syncrophase prevents valve damage caused by
incorrect wiring

IQ thermostatic protection
In the event of overheating, two thermostats embedded in
the motor windings directly sense the temperature and trip
the actuator control circuit.

Rotorks Syncrophase automatic phase rotation correction


control prevents valve damage caused by incorrect wiring by
ensuring that the IQ three-phase motor is always presented
with the correct phase rotation. Syncrophase senses the
incoming phase rotation then energises the appropriate
contactor to cause movement in the correct direction.

Auto Self Test and Diagnosis (ASTD)

Single phasing protection*

Instant reversal protection

The IQ power module monitors all three phases of the power


supply. Should one or more phases be lost the control system
inhibits operation, preventing motor 'single phasing' and
burn-out. The actuator display will indicate 'phase lost',
remote indication is also available from the configurable
indication contacts.

Vital operational circuits automatically self test to ensure


correct operation. In the unlikely event that a fault is
diagnosed the information is automatically presented on the
display. At the same time, actuator operation can be inhibited
to enable on-site investigation.

When an actuator is ordered to reverse direction


instantaneously an automatic time-delay circuit avoids the
shock loads which may cause unnecessary wear to valve
stems and gearboxes. The delay also limits current surges
through the contactor.
Vibration measurement

* IQ 3-phase only.

Valve jammed protection


The actuator faces its severest operating duty during
unseating of the valve, when operating forces are at their
highest or where an infrequently operated valve can get
stuck. IQ has the intelligence to systematically cope with
these demands, ensuring reliable valve operation together
with valve and actuator protection.
If valve sticking is considered possible, as with a wedge
gate type, the torque switches can be by-passed during the
a configurable portion of travel away from the valve seated
position. This allows extra torque up to 1.5 times rated to
be applied in unseating the valve. In the majority of cases,
applying additional force causes the sticky valve to move and
allows operation to continue. After the torque switch bypass
set position has been reached, the torque switch returns to
the set value for the rest of travel. If this additional torque is
still insufficient to cause movement, IQ recognises the valve
is jammed and stops operation within seconds preventing
further valve damage or motor burn-out.

Vibration can severely affect plant equipments performance


and life and its effects are cumulative. Levels of vibration can
vary significantly depending on process conditions such as
start up and shut down, valve cavitation and at different
flow rates making it difficult to capture with mobile
measuring devices.
The IQ actuator includes a vibration sensor that measures
and captures vibration levels in the range 10 Hz to 1 kHz
(RMS average) and peak acceleration (maximum g) in 3 axis
(x, y and z). Vibration trend logs can be viewed on the display
or downloaded and viewed using Insight2.

Redefining Flow Control

11

Design Features Intelligent Communication


Lifetime support

Key features

With communication featuring Bluetooth wireless technology,


the onboard datalogger and the new dual stacked display,
the IQ offers unrivalled support to provide complete product
back up with local analysis and configuration. This is further
supported up by the introduction of the new Insight2
programme, which allows the user full access to configuration
and data analysis. With Rotorks unrivalled worldwide service,
network expert advice is always close to hand.

View and modify actuator specification and


configuration on PC
Valve and actuator starts against position log
Valve reference profile trend logs
Valve torque profile, open/closed instantaneous
and average torque against valve position
View and modify option card configuration

Remote diagnosis - Bluetooth


The Rotork Bluetooth Setting Tool Pro allows downloading
and uploading of data logger and configuration files. The tool
is intrinsically safe and can be used in hazardous areas. File
transfer and data exchange is made using Bluetooth wireless
technology between the actuator, the Rotork Bluetooth
Setting Tool Pro and a PC.
PC tools - Insight2
Rotork Insight2 facilitates the review, configuration and
analysis of setup configuration and datalogger information
for Rotork Bluetooth enabled actuators. The visually
interactive application is intuitive with clear menus making it
a simple and fast process.
All Rotork Bluetooth enabled actuators include an onboard
datalogger. The datalogger captures and stores valve,
actuator, control signal operation and status data which can
be viewed locally on the display or on a PC using Insight2.
Log data is time and date stamped and can be viewed
on an event by event basis. Insight2 enables the user to
pre-configure actuator missions on a PC, transfer them to
a Rotork Bluetooth Setting Tool Pro and transmit them
to the actuator on-site. The missions can be dedicated to
specific actuators by type or serial number and are password
protected for extra security.
Standard missions include: extraction of actuator
configuration and datalogger, modification of actuator and
option configuration.
Password protection is available on the Insight2 software and
actuators to prevent unauthorised or accidental modification
of actuator configuration parameters.

12

Operation and actuator control status log


Pre-configure missions on a PC and transfer them to
actuators in the field via the Rotork Bluetooth Setting
Tool Pro. Insight2 requires a PC with a Bluetooth interface
running MicrosoftTM Windows XP or newer

Design Features Intelligent Communication


Local diagnostics and setup
The large dual stacked, hi-resolution display, with positional
characters that are 25 mm high, is unrivalled in visibility
for all lighting and orientation conditions. Consisting
of a static, high-contrast positional display and a fully
configurable dot-matrix LCD behind, the IQ offers the
easiest, user-friendly configuration and data analysis ever
seen in the actuation world.
Configurable Home-screens
With a mixture of the static and dot-matrix displays, there
are now four configurable home-screens available to the
user. The four screens reflect the parameters most commonly
required to analyse operation at-a-glance:

Using the Rotork Bluetooth Setting Tool Pro, each of these


screens can be easily accessed with a press of a button.
Alternatively you can select one of the four screens to be
continually displayed in the setup menu.
User friendly setup menus
A single press of a button on the Rotork Bluetooth Setting
Tool Pro takes you into the user-friendly setup menu. This
menu has been designed and structured to reduce reliance on
having a written manual to hand. With large, clear characters
available in many languages, setup and configuration has
never been so easy.

Close Limit

Positional information with status

Close Limit
TAG#01234

10

40 50 60 70
20 30
80

90

Status

Data Log

Assets

Close Limit
Settings
Limits
Indication
Control
ESD
Security
Defaults

Positional information with torque (analogue)

Settings

100

Graphical datalogger

Positional information with torque (digital)

Greater amounts of data and analytical screens are now


available in the datalogger and viewable locally. The
datalogger screens are displayed on a 168 x 132 pixel dotmatrix display and can display anything from a torque vs
position graph to statistical operational data.

Close Limit
TAG 01234

Torque Profile
Close Ave. Pos:51 %T:32
100
%
0
100
%
0

Torque

Position

0 Position
Positional information with input demand
(digital and analogue)

Open

10

40 50 60 70
20 30
80

Demand

90

100

Starts Profile
Pos:50 %:12

100
%
0
100
%
0

100

0 Position

100

Position

Redefining Flow Control

13

Design Features Intelligent Communication


Asset management

Configurable service alarms

Not only can you store information relating to the actuator,


but also the valve and gearbox. This includes data about
build (class, size, ratio and tag numbers) along with service
information (commission date, service date etc).

To help optimise preventative maintenance, the 3rd generation


IQ now includes configurable service / maintenance alarms.
The alarm parameters include:

Actuator data

Open torque levels


Close torque levels

Close Limit
Assets
Actuator
Valve
2nd Stage Gear Box
Service History
Service Alarms
Online Help

Stopped
Open Torque
Hi Trip Level
Hi Hi Trip Level
Close Torque
Hi Trip Level
Hi Hi Trip Level
Misc Trip Levels
Max Starts/Hr 60

60%
80%
50%
70%
1/9

Valve data

Miscellaneous trip levels:


Starts/Hr
Total starts
Total turns
Service intervals

Close Limit
Valve
Tag
TAG#01234
Serial No
Valve Ser
Type
Valve Type
Size / DN
Valve Size
Manufacturer Valve Manf
Service Fluid
Valve Fluid
Service Temp Temp
1/10
Gearbox data

Stopped
Hi Hi Trip Level
Misc Trip Levels
Max Starts/Hr 60
Total Starts
Disabled
Total Turns
Disabled
Service
Interval (Months) Disabled
Clear Alarms

70%

1/10

Close Limit
2nd Stage Gear Box
Serial No
GearSerial
Type
Ratio
GearRati
MA
MechAdv

QR Code 2d barcode

1/4

A QR (Quick Response) code or 2d barcode can be generated


on the dual stacked display, which can be scanned with a
Smartphone. This enables the user a quick link to the Rotork
website for further information and online help.

Service history

Close Limit
Service History
FAT Date
03/1/12
Commision Date 21/1/12
Inspection Date 21/4/12
Note
Valve a little sticky

1/4
Rotork help online
Rotork has a comprehensive worldwide service network
to provide you with local support wherever you are.
Rotork trained technicians working from our network of
offices and centres of excellence are available to offer
immediate assistance.
To contact Rotork, visit www.rotork.com

14

Design Features Application Options


IQ standard specification provides comprehensive
control and indication features offering
unrivalled flexibility. With second stage multiand part-turn gearboxes, IQ actuators can
meet the highest valve torque and thrust
requirements. A sizing programme for both
multi- and part-turn valve and damper
applications is available at www.rotork.com
In addition, a range of options for use in wide ranging
applications are available, some of which are detailed below.

Low temperature
Standard IQ is suitable for use in temperatures ranging
between -30 C and 70 C (-22 F and 158 F). With changes
to the build options are available for temperatures down to
-50 C (-58 F).
Linear output
The Rotork linear drive adaptor converts the rotating torque
output of the IQ into a linear thrust output, needed for globe
and choke type valves. Both modulating and isolating duty
valves can be catered for with the IQML and IQL.
Dampers

Fireproofing
Meeting the requirements for 30 minutes availability in fire
temperatures up to 1,093 C (2,000 F) as per fire curve
UL1709, bonded intumescent coating allows the display to be
visible and actuator covers to be removed while minimising
the actuator envelope dimensions. Fire resistant blankets
and boxes are also available. For further details refer to
publication PUB000-004.

Single and multi-vane dampers can be actuated directly or


with the addition of a lever arm.
Customising
With over 50 years in the business of valve and flow
control, Rotork has the design knowledge, application
experience and flexibility to work with customers in providing
custom solutions for special applications and conditions.
Contact our Sales, Service, Retrofit or Application Engineers
to discuss requirements.
Rotork Site Services RSS
RSS provides specialist service, project and retrofit operations
and is an illustration of Rotork innovation in practice.
Throughout the companys history, aftermarket services
such as retrofit and maintenance have developed to support
customers and reinforce Rotorks market leading position.
As a result, in some countries Rotork is now the number one
service supplier for valve actuation.

System ER intumescent coating on an IQ actuator.

High temperature service valves stem expansion


Positive sealing valves, such as solid or flexible wedge gates,
may be subject to significant expansion in high service
temperatures which may cause damage or leaking valves.
The Rotork thrust compensator will remove internal stresses
due to thermal expansion and ensure a positive valve seal is
maintained on cooling.

Rotork thrust compensator.

Redefining Flow Control

15

Network Systems
Modern facilities require up-to-date
communications right down to plant level.
Plant managers demand more information quicker
than ever before. Process operators need full
control facilities at all times of the day and night.
Maintenance managers want information so that
their services can be scheduled economically.
To meet these requirements, design engineers include field
communications networks to allow every piece of critical
plant to be controlled and monitored by computer. These
computers are assigned to management operations and
maintenance tasks within their own network, exchanging
data about the equipment and processes under their control.
Integration of the plant controls by use of network
connectivity has been a hallmark of Rotork actuator products

for many years. The use of network bus systems makes


commissioning of the plant and the subsequent control and
monitoring a simple, quick and reliable task.
Rotork actuators are compatible with a wide range of
communication and process control systems by including the
appropriate network option card during manufacture.
Our own Pakscan system offers advanced actuator network
control (wired and wirelessly) similar to network control from
Profibus, Foundation Fieldbus, Modbus and HART open
systems. Innovative technology together with expert bus
system knowledge ensures that Rotork can always provide
the ideal solution for the control system.
Refer to Publication PUB058-001 Rotork Network
Compatibility for more information and links to other
network documentation.

Pakscan Wired and Wireless Network

16

Actuator Specification
The following pages contain details on performance and
specification for the Rotork IQ range of actuators.
Please use the following contents table to help access the
information you require.

Section Title

Page

Performance Summaries

18

Actuator Drive Couplings

22

Standard Specification
3

Introduction

23

Valve Type Actuator


Selection Guideline

24

Design Specification

25

5.1

Duty Rating

25

5.2

Design Life

25

5.3

Vibration, Shock and Noise

26

5.4

Valve / Actuator Interface

26

5.5

Operating Temperature

27

Non-Hazardous & Hazardous


Certified Enclosures

27

6.1

Non-Hazardous Area Enclosures

27

6.2

Hazardous Area Enclosures

28

Regulatory Standards

29

Power, Control & Indication

30
30

8.1

Power Supplies

8.2

Local Control, Indication & Set-up

31

8.3

Remote Control & Indication

33

8.4

Fieldbus System Control Options

35

Protection & Operating Features

36

10 Components

38

10.1 Handwheel

38

10.2 Lubrication

39

10.3 Finish

39

10.4 Motor

40

10.5

Power Module

41

10.6

Torque Sensor

41

10.7

Position Sensor

41

10.8

Control Module

42

10.9

Conduit / Cable Entries

43

10.10 Terminals

43

10.11 Wiring

43

10.12 Battery

43

Redefining Flow Control

17

IQ 3-Phase Performance Summary


1 Performance Summaries

rpm at 50 Hz
rpm at 60 Hz

18

24

36

Actuator output speeds


48

72

96

144

Actuator size Torque2

Nm

lbf.ft

IQ10

34 34 34 34 34 34

25 25 25 25 25 25

IQ12

81 81 81 68 48 41

60 60 60 50 35 30

IQ18

108 108

80 80

IQ20

203 203 203 203 176 142 1021

150 150 150 150 130 105 751

IQ25

400 400 298 244 244 230 1491

295 295 220 180 180 170 1101

IQ35

610 610 542 474 474 366 2571

450 450 400 350 350 270 1901

IQ40

192

21 29 43 57 86 115 173 230

1,020 1,020 845 680 680 542 4061


750 750 625 500 500 400 3001

IQ70

1,490 1,490 1,290 1,020 1,020 745 6451 5421

1,100 1,100 950 750 750 550 4751 4001

IQ90

2,030 2,030 1,700 1,355 1,355 1,020 8651 7301

1,500 1,500 1,250 1,000 1,000 750 6401 5401

IQ91
1,3551 1,3551

1,0001 1,0001

IQ95 3,000
2,200
Notes:
Due to the effects of inertia and drive nut wear, speeds not recommended for direct mounted gate valve applications.
1
2
Torque rating is maximum torque setting in both directions. Stall torque will be 1.4 to 2.0 times this value depending o
n speed and voltage.
If maximum torque is required for more than 20% of valve travel, refer to Rotork.

18

IQ Single-Phase and IQ DC
IQ Single-Phase - Performance Data
Actuator output speeds
rpm at 50 Hz
rpm at 60 Hz

18
21

24
29

36
43

Actuator size

Torque2

Nm

lbf.ft

IQS12

65

60

45

40

30

25

48

44

33

30

22

18

165

130

130

125

100

80

601

122

96

96

92

74

59

441

450

400

350

320

230

190

1351

332

295

258

236

170

140

1001

IQS20

IQS353

48
57

72
86

96
115

144
173

IQ DC - Performance Data
Actuator output speeds
rpm

18

24

36

Actuator size

Torque2

Nm

lbf.ft

34

34

31

27

25

25

23

20

IQD10

IQD12

48

68

68

61

54

50

50

45

40

IQD18

108
80

IQD20

IQD25

163

163

136

108

120

120

100

80

305

305

257

203

225

225

190

150

DC supply voltage




IQD10
IQD12
IQD18
IQD20
IQD25

24 V

48 V

110 V

Notes:
Actuator output speed 144/173 rpm is not recommended for direct mounted gate valve applications.
1
2
Torque rating is maximum torque setting in both directions. Stall torque will be 1.4 to 2.0 times this value depending on s peed and voltage.
3
IQS35 not available at 115 volts.
If maximum torque is required for more than 20% of valve travel, refer to Rotork.

Redefining Flow Control

19

IQ Performance Summary
Mechanical Data
Actuator size

10
12
18

IQ, IQS, IQD, IQM

Flange size

Approximate weight2

20
25

35

40
70
(90)1

(40)1
(70)1
90

91

95

ISO5210

F10

F14

F16

F25

F30

F25

F30

MSS SP-102

FA10

FA14

FA16

FA25

FA30

FA25

FA30

Kg

31

54

75

145

160

150

160

lbs

68

119

165

320

353

331

353

Group A Couplings Torque and Thrust


Thrust rating

kN

44

100

150

220

445

N/A

445

lbf

10,000

22,480

33,750

50,000

100,000

N/A

100,000

51

67

73

83

N/A

83

2 /8

3 /4

N/A

31/4

Aluminium Bronze drive couplings supplied pilot bored for machining Maximum stem acceptance diameter:
A (Z3)3 Rising

A (Z3)3 Non-Rising

Pilot Bore4

mm

32

ins

1 /4

mm

26

38

51

57

73

N/A

73

ins

11/2

21/4

27/8

N/A

27/8

mm

15

20

25

33

38

N/A

38

2 /8

Group B Couplings Non-Thrust


Steel drive couplings - Maximum stem acceptance diameter:
B1 Fixed Bore

mm

42

60

80

100

120

100

N/A

B3 Fixed Bore

mm

20

30

40

50

50

50

N/A

mm

20

32

44

60

60

60

N/A

ins

11/4

13/4

21/4

21/4

21/4

N/A

B4 (max)

/4

Handwheels: IQ, IQS, IQD, IQM, IQML, IQL


Actuator size

10, 12, 18

20

Standard ratio

1:1

1:1

13.3:15

22.25:1

Option ratio

5:1

13.3:1

1:16

N/A

25

35

40

70, 90, 91

95

15:1

30:1

45:1

30:1

45:1

30:16

Notes:
1
IQ40 and IQ70 have a F25 base fitted as standard. If specified a F30 or FA30 can be fitted as an option. IQ90 B3 and B4 couplings are supplied with

an F25/FA25 base only.
2
Approximate net weights of standard build actuators. Actual weight will be dependent on specification and options fitted.
3
Rotork standard Z3 option is extended below baseline allowing additional reach. Refer to page 22.
4
Solid coupling option available on request.
5
IQM25 and IQML25 standard ratio is 1:1.
6 Rimpull does not meet the requirements of EN12570. May be used for lower torque applications or where higher handwheel forces are acceptable.

20

IQM and IQML Performance Summary


IQM Performance Data
Actuator output speeds
rpm at 50 Hz
rpm at 60 Hz

18

24

36

48

72

21

29

43

57

86

Actuator
size

Torque

IQM10

IQM12

IQM20

IQM35

lbf.ft

Modulating

17

12.5

17

12.5

15.6

11.5

13.6

10

Seat

34

25

34

25

30

23

27

20

Modulating

34

25

34

25

30

22

27

20

Seat

61

45

54

40

54

40

48

35

81

60

81

60

68

50

54

40

47

35

Seat

122

90

109

80

81

60

68

50

54

40

Modulating

152

112.5

152

112.5

129

95

102

75

102

75

Seat

204

150

204

150

163

120

136

100

136

100

Modulating

271

200

271

200

253

187

203

150

203

150

Seat

544

400

544

400

408

300

313

230

218

160

Modulating

IQM25

Nm

IQML Performance Data


Actuator output speeds
rpm at 50 Hz
rpm at 60 Hz
Actuator
size

Leadscrew
dia/lead mm

IQML10

25 / 3

IQML20

IQML20

IQML25

IQML25

25 / 3

38 / 7

38 / 15

38 / 7

38 / 15

24

36

48

72

21

29

43

57

86

Linear Speed at

50 Hz

60 Hz

Thrust

kN

lbf

mm/sec

0.9

1.1

1.2

1.5

1.8

2.2

2.4

2.9

Modulating

7.9

1,785

7.9

1,785

7.3

1,643

6.4

1,429

15.9

3,570

15.9

3,570

14.6

3,285

12.7

2,858

Seat

IQML12

18

0.9

1.1

1.2

1.5

1.8

2.2

2.4

2.9

Modulating

15.9

3,571

15.9

3,571

14.0

3,143

12.7

2,857

Seat

28.6

6,428

25.4

5,714

25.4

5,714

22.3

5,005

mm/sec

2.1

2.5

2.8

3.4

4.2

5.0

5.6

6.7

8.4

10.0

Modulating

22.8

5,128

22.8

5,128

19.0

4,274

15.2

3,419

13.3

2,991

Seat

34.2

7,692

30.4

6,838

22.8

5,128

19.0

4,274

15.2

3,419

mm/sec

4.5

5.4

6.0

7.3

9.0

10.8

12.0

14.3

18.0

21.5

Modulating

17.6

3,947

17.6

3,947

14.6

3,289

11.7

2,632

10.2

2,303

Seat

26.2

5,921

23.4

5,263

17.6

3,947

14.6

3,289

11.7

2,632

mm/sec

2.1

2.5

2.8

3.4

4.2

5.0

5.6

6.7

8.4

10.0

Modulating

42.8

9,615

42.8

9,615

36.1

8,120

28.5

6,410

28.5

6,410

Seat

57.0

12,821

57.0

12,821

45.6

10,256

38.0

8,547

38.0

8,547

mm/sec

4.5

5.4

6.0

7.3

9.0

10.8

12.0

14.3

18.0

21.5

Modulating

32.9

7,401

32.9

7,401

27.8

6,250

21.9

4,934

21.9

4,934

Seat

43.9

9,868

43.9

9,868

35.1

7,895

29.3

6,579

29.3

6,579

mm/sec

IQML size 10 and 12 have base size F10 and stroke length 115 mm / 41/2 inches.
IQML size 20 and 25 have base size F14 and stroke length 110 mm / 41/3 inches.

Redefining Flow Control

21

Actuator Drive Couplings


2 Actuator Drive Couplings

Thrust Bearings

The IQ range features a removable base and coupling for all


sizes. Flanges and couplings comply with ISO 5210 or MSS
SP-102. Other base interfaces are available apply to Rotork
for details.

Type A and Z3 couplings include a fully sealed and


lubricated-for-life thrust bearing. The thrust bases are
designed to retain all the developed valve thrust reaction
forces without any thrust load being transmitted to the
actuator gearcase.
Drive Couplings
The removable drive bushes are supplied blank or pilot
bored for machining to suit valve stem.

F10 Type A thrust base assembly.

F14 and F16 Type A thrust base assembly.

F25 and F30 Type A thrust base assembly.

IQ Actuator Drive Couplings


All size IQ actuators

Type A

Type Z3
Increased reach

Th r u s t
N o n - Th r u s t

22

Large fixed bore with ISO


standard bore
and keyway

Fixed bore with ISO


standard bore
and keyway

Blank drive bush


for machining by
customer

Type B1

Type B3

Type B4

Standard Specifications
3 Introduction
IQ range actuators are self-contained, purpose designed and
built for the local and remote electrical operation of valves.
Comprising an electric motor, reduction gearing, reversing
starter with local controls and indication, turns and torque
limitation with electronic logic controls and monitoring
facilities housed in a double-sealed watertight enclosure.
Hazardous area certified enclosures meeting international and
national requirements are also available.

The actuator selection guideline on page 24 allows specifiers


to identify suitable actuator types for particular valve and
process applications, checking actuator type against other
specification requirements.

All torque, turns settings and configuration of the indication


contacts are made using the non-intrusive, handheld Rotork
Bluetooth Setting Tool Pro.

The example enquiry datasheet below provides an outline of


the basic information required for quotation. Where there is
a project, framework or job specification applicable, Rotork
will be pleased to analyse it in detail, in which case only valve
details are required. The applicable actuator specification
detail paragraph number is listed under the reference column
for information.

The specifications in this section cover IQ range standard and


optional features. Enclosure requirements and selected build
options must be specified at time of enquiry.

It is not necessary to specify the actuator type, size or speed


Rotork will provide the most cost effective solution based on
the information provided.

Page
24

25

Requirement

Options

Detail

Valve type

Part-turn

Ball/butterfly / plug or other (specify)

Multi-turn

gate/globe / penstock / sluice or other (specify)

Isolating

Starts / hour

Regulating

Starts / hour

Modulating

Starts / hour

Duty cycle

25

Operating time or turns

Sec

Turns

25

Seating Torque

Nm

lbf.ft

25

Running torque (if known)

Nm

lbf.ft

25

Thrust (multi-turn only)

kN

lbf

30

Power supply

1-phase

___Volts ___Hz

3-phase

___Volts ___Hz

DC

___Volts DC

30

Fail-safe

No
UPS

27

Enclosure

Non-hazardous

IP / Nema rating

Hazardous

Standard

31

Local Indication

Position display plus text display

Language required

33

Remote Control

Contacts

Actuator powered / Control system powered

Analogue

4 to 20 mA other (specify)

Digital bus-network

Type

34

Remote Indication

Volt free indication contacts


4 to 20 mA position indication
Digital bus-network

Redefining Flow Control

23

Standard Specifications
4 Valve Type Actuator Selection Guideline
Valve types are defined by the action required by the actuator
for operation multi-turn, part-turn or linear. The table below
provides a guide to the actuators available and is determined
by valve type, operating torque and duty requirement.

Actual selection may vary to those indicated below due to


factors such as available power supply, mechanical interface,
thrust requirements etc. Rotork will always offer the correct
technical solution at the lowest cost for any application.

Valve Type

Duty*

Torque Min
(Nm/lbsft)

Torque Max
(Nm/lbf.ft)

Actuator Type

Comments

Multi-turn
Gate valves

On-Off & Inching

13/10

3,000/2,200

IQ

General gate valves,


penstock/sluice,
parallel slide, globe,
choke

Multi-turn
Gate valves

On-Off & Inching

100/135

43,000/32,000

IQ + IS or IB gearbox

General gate valves,


penstock/sluice,
parallel slide, globe,
choke

Multi-turn
Low turns
non thrust

On-Off & Inching

1,000 Nm

IQ + MTW gearbox

Non-thrust
applications such as
cable operated river
gates

Multi-turn
Control valve

Modulating

13/10

544/400

IQM

Control valves such


as globe/cage/choke

Multi-turn
Control valve

Modulating

400

21,000/15,500

IQM + IB/IS gearbox

Control valves such as


globe/cage/choke

Part-turn

On-Off & Inching

1,000/740

500,000/370,000

IQ + IW gearbox

General 1/4 turn ball/


butterfly/damper

Part-turn

Modulating

400

2,100

IQM + MOW gearbox

1
/4 turn control
valves ball, butterfly,
damper

Linear

On-Off & Inching

Thrust
5.6 kN/1,260 lbf

Thrust
100 kN/22,400 lbf

IQL

General gate valves,


globe, choke

Linear

Modulating

Thrust
6.3 kN/1,428 lbf

Thrust
60 kN/13,636 lbf

IQML

Control valves such as


globe/choke/cage

24

Standard Specifications
5 Design Specification
The IQ range of actuators comply with standards
EN 15714-2 Industrial Valves Actuators Part 2: Electric
actuators for industrial valves Basic requirements and
ISA-SP96.02, Electric Actuators.
5.1 Duty Rating
Duty Classification

Actuator Type

Rating

On-Off & Inching

IQ / IQS / IQD

Nominal 60 starts per hour at a rate not exceeding 600 starts per hour.
15 minutes rated based on a nominal torque of 33% of rated
(S2/S3, Class A & B)

Modulating

IQM / IQML

Nominal 1,200 starts per hour, 50% duty cycle based on a modulating
torque of 50% of rated torque (S4, Class C)

5.2 Design Life


Design life is a function of actuator torque and speed. Values
quoted are the minimum requirements; for most sizes/speeds
life will be extended above the values quoted. Prior to life
testing, actuators are stalled against a solid object 25 times to
prove durability. Contact Rotork for more information.
Duty Classification

Actuator Type

Size

Minimum Design Life Rating

On-Off & Inching

IQ / IQS / IQD

10 - 35

Torque and thrust test: 10,000 cycles


(500,000 output turns) seating at rated torque,
33% rated torque through stroke

40 - 95

Torque and thrust test: 5,000 cycles


(250,000 output turns) seating at rated torque,
33% rated torque through stroke

12 - 35

1,800,000 starts at load of 50% rated torque


(1 start constitutes at least 1 movement)

Modulating

IQM / IQML

Redefining Flow Control

25

Standard Specifications
5.3 Vibration, Shock and Noise
Standard IQ range actuators are suitable for applications where
vibration and shock severity does not exceed the following:
Type

Level

Plant induced vibration

1g RMS total for all vibration within the frequency range of 10 to 1,000 Hz

Shock

5g peak acceleration

Seismic

2g acceleration over a frequency range of 1 to 50 Hz if it is to operate during and after the event

Emitted noise

Independent tests have shown that at 1m generated noise does not exceed 70 db (A)

Levels quoted are those present at the actuator mounting interface. It should be noted that the effects of vibration are cumulative and
therefore an actuator subjected to significant levels may have a reduced lifespan. Where excessive plant induced vibration is anticipated,
mounting the actuator remote from the valve and driving via extension shafting (incorporating vibration absorbing couplings) may provide a
satisfactory solution.

The IQ includes a vibration sensor that measures and captures


vibration levels in the range 10 Hz to 1 kHz (RMS average)
and peak acceleration (maximum g) in 3 axis (x, y and z).
Vibration trend logs averaged over one hour can be viewed
on the display or downloaded and viewed using Insight2.

5.4 Valve / Actuator Interface


The IQ range of actuators are available with mounting base
and output drive couplings conforming to the following
international standards:
Valve to actuator interface:
Valve type

Actuator Range

Multi-turn

IQ

Multi-turn

Area

Standard

Code

International

ISO 5210

F metric

IQ

USA

MSS SP-102

FA imperial

Part turn

IQ + 1/4 turn gearbox

International

ISO 5211

F metric

Part turn

IQ + 1/4 turn gearbox

USA

MSS SP-101

FA imperial

Applications for which the various types of couplings have been designed are outlined on page 22.

Actuator Orientation:
Actuators can be mounted in any orientation. The user/
installer is responsible for considering the effects of
orientation and subsequent loading on the supporting
pipework and valve structure including any interface
adaption kits.

26

Standard Specifications
5.5 Operating Temperature
Actuators are suitable for operation within the ambient
temperature ranges shown below. Refer to Section 6
for Hazardous Area Certification operating temperature
restrictions. For temperatures outside this range please
contact Rotork. Prior to installation actuators should be stored
in a dry location with a temperature range not exceeding
-60 to 80 C (-76 to 176 F).
Actuator Type

Standard Temperature1

Low temperature option1

IQ, IQM, IQML

-30 to +70 C (-22 to +158 F)

Refer to Section 6

IQS, IQD

-20 to +70 C (-4 to +158 F) only

Not available

Note:
1
Hazardous Area certification determines permissable operating temperature range. Refer to Section 6.

6 Non-Hazardous & Hazardous


Certified Enclosures
All IQ actuator hazardous and non-hazardous area enclosures
are watertight to IP68/NEMA Type 4 & 6. Through the use of
non-intrusive commissioning and adjustment using the Rotork
Bluetooth Setting Tool Pro, covers never need removing and
therefore the hermetic, factory-sealed enclosure protects
internal components for life. The terminal compartment
is sealed from other areas by the Rotork double seal,
maintaining watertight integrity even during site connection.
In addition, the Rotork Bluetooth Setting Tool Pro is certified
Intrinsically Safe permitting power-on commissioning in
hazardous areas.

Actuators are available with the following enclosure types


for which the ambient working temperature ranges are
stated. Where option temperatures are indicated, changes to
some actuator components are required and therefore the
temperature requirement must be specified. Hazardous area
approvals for other country standards are available; please
contact Rotork.
The IQ range of actuators are available built in accordance
with the following standards:

6.1 Non-Hazardous Area Enclosures


WT: Standard Watertight
Standard

Rating

Standard temperature

Option 1

Option 2

IEC 60529 (1989-11)

IP66/IP68-7metres/72 Hrs

-30 to +70 C

-40 to +70 C

-50 to +40 C

BS EN 60529 (1992)

IP66/IP68-7metres/72 Hrs

-30 to +70 C

-40 to +70 C

-50 to +40 C

NEMA (US)

Type 4 & 6

-22 to +158 F

-40 to +158 F

-58 to +104 F

CSA (Canadian)

Type 4 & 6

-22 to +158 F

-40 to +158 F

-58 to +104 F

Redefining Flow Control

27

Standard Specifications
6.2 Hazardous Area Enclosures
European Hazardous Area Directive ATEX
Directive Code

Enclosure Code

Standard
Temperature

Temperature
Option 1

Temperature
Option 2

Temperature
Option 3

ATEX II 2GD c

Ex d IIB T4
Ex d IIC T4
Ex tb IIIC T120C T4

-20 to +70 C
(-4 to +158 F)

-30 to +70 C
(-22 to +158 F)

-40 to +70 C
(-40 to +158 F)

-50 to +40 C
(-58 to +104 F)

ATEX II 2GD c

Ex de IIB T4
Ex de IIC T4
Ex tb IIIC T120C T4

-20 to +70 C
(-4 to +158 F)

-30 to +70 C
(-22 to +158 F)

-40 to +70 C
(-40 to +158 F)

-50 to +40 C
(-58 to +104 F)

Standard
Temperature

Temperature
Option 1

Temperature
Option 2

Temperature
Option 3

Ex d IIB T4
Ex d IIC T4
Ex tb IIIC T120C T4

-20 to +70 C
(-4 to +158 F)

-30 to +70 C
(-22 to +158 F)

-40 to +70 C
(-40 to +158 F)

-50 to +40 C
(-58 to +104 F)

Ex de IIB T4
Ex de IIC T4
Ex tb IIIC T120C T4

-20 to +70 C
(-4 to +158 F)

-30 to +70 C
(-22 to +158 F)

-40 to +70 C
(-40 to +158 F)

-50 to +40 C
(-58 to +104 F)

International Hazardous Area IECEx


Enclosure Code

USA Hazardous Area Factory Mutual Certified Explosionproof to FM3615


Class

Division

Groups

Standard Temperature

Temperature Option 1

Temperature Option 2

I
II

1
1

C, D,
E, F, G

-22 to +158 F
(-30 to +70 C)

-40 to +158 F
(-40 to +70 C)

-58 to +104 F
(-50 to +40 C)

I
II

1
1

B, C, D,
E, F, G

-22 to +158 F
(-30 to +70 C)

-40 to +158 F
(-40 to +70 C)

-58 to +104 F
(-50 to +40 C)

Canadian Hazardous Area Canadian Standards Association (CSA EP) to C22.2 No 30-M
Class

Division

Groups

I
II

1
1

C, D,
E, F, G

-22 to +158 F
(-30 to +70 C)

-40 to +158 F
(-40 to +70 C)

-58 to +104 F
(-50 to +40 C)

I
II

1
1

B, C, D,
E, F, G

-22 to +158 F
(-30 to +70 C)

-40 to +158 F
(-40 to +70 C)

-58 to +104 F
(-50 to +40 C)

28

Standard Temperature

Temperature Option 1

Temperature Option 2

Standard Specifications
Rotork Bluetooth Setting Tool Pro Certification
Directive / Standard

Rating

Standard Temperature

ATEX II 1G

Ex ia IIC T4

-30 to +50 C
(-22 to +122 F)

FM3610

Intrinsically Safe Class I, Div 1 groups A,B,C,D: T4

-30 to +50 C
(-22 to +122 F)

Canada CSA
C22.2 No.157-92

Exia - Intrinsically Safe Class I, Div 1 groups A,B,C,D: T4

-30 to +50 C
(-22 to +122 F)

7 Regulatory Standards
Compliance with the following European Economic
Community Directives permits IQ range actuators to be CE
marked under the provision of the Machinery Directive.
Directive

Applicable to

Reference

Electromagnetic compatibility (EMC)

Immunity to/emissions of
electromagnetic energy

2004/108/EC

Low voltage (LV)

Electrical safety

2006/95/EC

Machinery1

Product safety

Actuators follow the provision of the


Machinery Directive 2006/42/EC. The IQ must
not be put into service until the equipment
into which it is being incorporated has
been declared to be in conformity with
the provisions of the European Community
Machinery Directive 2006/42/EC.

Waste Electrical Equipment (WEE)

Exempt under the scope of the


directive

Federal Communications Commission

Bluetooth modules - actuator and


Rotork Bluetooth Setting Tool Pro.

Contains FCC certified transmitter module.


Refer to PUB002-039 for FCC ID.

Note:
1 Actuators are not classified as machines within the scope of the machinery directive.
Contact Rotork for a copy of our Declaration of Conformity and Incorporation.

Redefining Flow Control

29

Standard Specifications
8 Power, Control & Indication
8.1 Power Supplies
IQ actuators are suitable for operation with the following
single- and three-phase three wire and DC power supplies:
Supply voltage ranges Actuator availability
Standard Voltages

Phase

IQ10
to IQ70
& IQ95

24

DC

48

DC

110

IQ90
& IQ91

IQM
IQML

IQS

IQD10

IQD12
IQD18

IQD20
IQD25

DC

100,110,115,120

208,220,230,240

200,208,220,230,240

**

**

380,400,415,440,460,480

**

500,550,575,590

600,660,690

Voltage tolerance

+/-10%

Applies for rated torque performance; duty cycle and speed is not guaranteed

Frequency tolerance

+/-5%

Applies for rated torque performance; duty cycle and speed is not guaranteed

Max. starting volt drop

-15%

Actuators capable of starting and running up to speed

Non standard tolerances

Larger volt drops / frequency variations than those quoted can be catered for but may affect
actuator selection / sizing. Contact Rotork.

Uninterruptible power
supply systems

For AC systems, UPS systems should conform to recognised supply standards such as EN60160
in respect of waveform, spikes, harmonics etc. The tolerances above should not be exceeded.

** Limited availability
IQ91 not available at 380 V 60 Hz. IQ90 has limited availability at voltages up to 240 V.
IQM35 is not available at voltages lower than 380V (50Hz) or 440V (60Hz).
Reference documents
For operating electrical consumption data refer to PUB002-018 (IQ ranges) and P
UB002-032 (IQM ranges) available to download at
www.rotork.com

30

Standard Specifications
8.2 Local Control, Indication & Set-up
Non-intrusive selectors are provided on the actuator electrical
control cover which also includes a window showing actuator
position, status and alarm display.
The control cover may be rotated through 360 (90 increments)
to suit actuator orientation/operator access. Set-up is over
a Bluetooth interface using the supplied Rotork Bluetooth
Setting Tool Pro.
Standard local controls
Operation

Type

Function

Comments

Position

Red, rotary selector

Selects Local, Stop


or Remote control

Can be padlocked in each position (stop remains


available) for site operational protection

Local control

Black, rotary selector

Initiates local Open


and Close operation

Spring return to centre neutral position. Local


control may be user configured for inching action

Bluetooth

Rotork Bluetooth
Setting Tool Pro

Initiates local Open


and Close operation

May be user configured for Bluetooth operation


over a nominal distance of 10 m (30 feet)

Standard local indication


Operation

Type

Function

Comments

Position
indication

LCD - Large character


(25 mm/1)

Close icon 0-99% (0.1%


increments) Open Icon

Back-lit (power on) operating


temperature range -50 to +70 C
(-58 to +158 F).
Battery supported power off

Position
indication

Coloured indication
lights

Green (close), Red (open)


Yellow (mid-travel)

Power on lamp indication, colours can


be reversed.
Blinker and alarms can be configured to
indicate

Status and Alarm


(multi language)

LCD position display


status and alarm text

Real time status and alarm text


integrated into position display

Power on battery supported


(when awake)

Status and Alarm


(multi language)

LCD text display

Real time status and alarm


text via status

Power on battery supported


(when awake)

Status and Alarm


(multi language)

General alarm
Battery alarm

Display icons

At a glance indication, detail provided


by status/alarm text

Redefining Flow Control

31

Standard Specifications
8.2 Local Control, Indication & Set-up cont.
Actuator Set-Up, Configuration & Datalogging

Setting Tool &


LCD displays

Simple non-intrusive, interactive set-up procedure using supplied Rotork Bluetooth Setting Tool Pro
with read-back from LCDs. Settings include limits & torque, indication contacts and control options.
Settings may be password protected. Setting tools are provided on a 1 for 10 actuators basis.

PC/PDA

Using freeware Insight2, actuators may be configured / analysed over Bluetooth interface.

Datalogging

Standard onboard datalogger provides valve torque and starts profiles, operational statistics, events log.
Actuator configuration & manufacturing data also available. Files can be downloaded direct to PC or to
Rotork Bluetooth Setting Tool Pro (IS certified) for transport to office PC. Freeware Insight2 for PC is
available to download at www.rotork.com

Options
Vandal
resistant

Option 1:
Red/black control selectors
not fitted

Option 2:
Red/black control selectors
not fitted + lockable
window cover

Option 2:
Stainless steel lockable cover
protects standard selectors
and window

Reference documents
Refer to PUB002-039 for details of status and alarm text messages, alarm icons, help screens and actuator set up procedure.
Refer to PUB095-001 for Rotork Bluetooth Setting Tool Pro manual.

32

Standard Specifications
8.3 Remote Control & Indication
IQ range actuators enable remote control and indication of
valves for centralised control. Actuator control and indication
forms are available to meet the requirements of the various
site control systems, from simple manual push-button control
through to sophisticated Distributed Control Systems (DCS)
using relay outputs or digital bus network systems.
Standard remote controls
Operation

Type

Range

Comments

Open/Close/
Maintain
Common

Positive switched
3 x opto-isolated inputs
designed for fleeting or
maintained contacts

20 - 60 VDC,
40 - 120 VAC

Actuator derived 24 VDC (120 VAC available


as an option) or externally supplied derived
from the control system. Various forms
available.

ESD
Open interlock
Close interlock
Common

Positive switched
3 x opto-isolated inputs
designed for maintained
contacts.

20 - 60 VDC,
40 - 120 VAC

ESD can be user configured open, stayput


or close, from an NO or NC contact. ESD has
priority over all other applied local or remote
control signals. Interlocks provide hardwired
permissive protection (ie. main and bypass
control) and are active for local and remote
or may be configured for remote signals only.

Drive enable
(option)

Positive switched
1x opto-isolated input.
(maintain input)

20 - 60 VDC,
40 - 120 VAC

Maintain input configurable as drive enable:


actuator will not operate unless signal is
applied.

Options
120 VAC actuator
derived supply

5 VA rated

Actuator derived supply for remote control.

125 VDC remote control

20 mA per input

Suitable for 125 VDC remote control supply positive switching.

Negative switching

20 - 60 VDC

Suitable for negative switched systems applies


to open, stop, close, ESD and interlocks.

Analogue control
Option Folomatic

0 to 5/10/20 mA or volt ranges

Proportional control over the whole or part of


valve stroke. Configurable for open, close or
stayput on loss of analogue signal.

Hydraulic shock
'water hammer'/surge
protection Option
Interrupter timer

Internal control system Interrupter timer

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,
effectively reducing valve speed.

Redefining Flow Control

33

Standard Specifications
8.3 Remote Control & Indication cont.
Standard remote indication
Operation

Type

Range

Comments

Position, status
and alarm
indication

4 x configurable volt
free latching contacts
- S1 to S4. Single pole
-single throw (SPST),
configurable NO or NC

5 mA to 5 A1,
120 VAC,
30 VDC

Independently configurable using the supplied Rotork


Bluetooth Setting Tool Pro to signal one of the following:
Valve position: fully open, fully closed or intermediate
positions (0-99% open)
Status: Valve opening, closing, moving, local stop
selected, local selected, remote selected, open or close
interlock active, ESD active
Valve alarms: Torque tripped in mid travel, going open,
going closed, valve jammed, handwheel operation
Actuator alarms: Lost phase (3-phase IQ only), customer
24 VDC (120 VAC) supply lost, battery low, internal
failure detected, thermostat tripped, service alarms
(refer to page 6)

Actuator
availability /
fault

Monitor relay
configurable change
over contact

5 mA to 5 A,
120 VAC,
30 VDC

In available mode the relay will de-energise when the


actuator is unavailable for remote control due to any
one or more of the following conditions:
Power supply or control supply lost; local control
selected; local stop selected; motor thermostat tripped;
detected internal failure
In fault mode, as above but ignores local/stop selection

Options
Operation

Type

Range

Comments

Position, status
and alarm
indication

Up to 8 configurable
volt free latching
contacts. Single pole
change over (SPCO)

5 mA to 5 A1,
120 VAC,
30 VDC

Independently configurable using the supplied Rotork


Bluetooth Setting Tool Pro as per contacts S1 to S4
above

Analogue
position
feedback

Current position
transmitter - CPT

4 to 20 mA
output
proportional
to position

Auto range to set limits. Normally internally powered,


available suitable for externally 'loop' powered - will
default to 4 mA when actuator is powered down.

Analogue torque
feedback

Current torque
transmitter - CTT

4 to 20 mA
output
proportional
to output
torque

Range 0% to 120% of rated torque (4 to 20 mA)

Auxilliary power
supply

Maintains power to
the actuator control
on loss of mains

Nominal
24 VDC, 1 A
(switching
inrush 8 A
max)

Customer supply maintains backlit display, CPT analogue


indication and bus network communications during
actuator power outages. Customer supply is isolated from
internal control power for protection

Reference documents:
Refer to PUB002-041 IQ Control and Monitoring.
Note:
1 Maximum total combined current through all four relays not to exceed 8 A.

34

Standard Specifications
8.4 Fieldbus System Control Options
IQ range actuators are available with the following network
interface cards to enable remote control and indication
using digital bus network systems communication to the
Distributed Control Systems (DCS).

Standard remote controls


Network Type

Comments

Pakscan

An internally mounted Pakscan field unit for remote control and status indication over a fault tolerant
two wire serial link. Loop distances of up to 20 km without repeaters and host communications using
Modbus protocol. System variables programmable over the Bluetooth data link.
For more information please refer to PUB059-030.

Modbus

Modbus modules suitable for single or dual communication highways may be included in the IQ
actuator, to provide Fieldbus communication of all the actuator control functions and feedback data.
Data is carried on an RS485 data highway and the communications protocol used is Modbus RTU.
System variables such as unit address and data baud rate are programmed over the Bluetooth data link.
For more information please refer to PUB091-001.

Profibus

A Profibus DP interface module is available to allow the actuator to be integrated into a Profibus network.
Full compatibility with EN 50170 is provided and the Profibus network allows full actuator control and
feedback of data to the host. For more information please refer to PUB088-001.

Foundation
Fieldbus

An IEC 61158-2 compliant Foundation interface module allows the actuator to be connected to a
Foundation network. The device has link scheduler capability as well as digital and analogue function
block capability. Foundation Fieldbus actuators can communicate directly between themselves without the
need of a host supervisory system. For more information please refer to PUB089-001.

HART

HART (Highway Addressable Remote Transducer) is a process control communication protocol. The signal
consists of two parts, the analogue 4 to 20 mA current loop and a superimposed digital signal. Traditionally
the 4 to 20 mA loop is used for control and the superimposed digital signal for feedback, diagnostics
and configuration. Configuration and feedback using the HART digital signal can be achieved using the
host connected to the actuator to select the parameters required. The majority of the user configurable
settings can be made over the HART communication protocol. See PUB092-001 for further details.

Redefining Flow Control

35

Standard Specifications
9 Protection & Operating Features
The IQ control system incorporates the following standard
operating features and comprehensive valve, actuator and
control protection to ensure reliable valve operation and
protection under all circumstances.
Fault / Feature

Cause / Operation

Function

Obstructed valve

Valve meets an obstruction or


process conditions that prevent
movement. Obstruction must be
sensed and operation prevented to
prevent damage to valve and
actuator.

Independent Settable Open and Close Torque Switches

Jammed valve

Valve is stuck in its seat at the close


or open position and operation fails
tomove the actuator and clear the
limit position.

Jammed valve protection

Torque switch
bypass

Provides increased torque above


actuator rated for unseating sticky
valves.

Torque Switch By-pass

Torque switch
hammer

Actuator repeatedly tries to move


an obstructed valve in response to
a standing control signal. This can
cause damage to both valve and
actuator.

Anti Hammer Protection

Incorrect phase
rotation (3-phase
actuators only)

Due to 3-phase supply wiring


incorrectly connected to actuator.
Actuator moves in the opposite
direction to that signalled. At end of
travel the wrong limit/torque switch
is activated preventing the motor
being de-energised and causing it to
stall with consequent valve damage
and/or motor burn-out.

Syncrophase

Lost phase /
motor overheating (3-phase
actuators only)

"Single phasing". One of the 3


phases applied to the actuator is
lost due to fault causing the motor
to single phase i.e. attempts to run
with only 2 of the 3 phases applied.
Motor may fail to start (stall) or run
unbalanced causing overheating
and possible burn-out.

Syncrophase

Motor
overheating

Actuator duty cycle is exceeded


causing the motor to overheat.
This often occurs during factory
acceptance testing /commissioning
or during process start up.

Motor Thermostat Protection

36

Torque switch will torque trip the actuator motor when the preset
output torque level is reached. Torque switches can be set in the range
40% to 100% of rated torque. Torque trips are indicated on the actuator
display and can be remotely signalled.

Torque switch will torque trip the actuator motor when the preset
output torque level is reached or at 150% (nominal) if set to bypass
torque switch. Torque switches can be set in the range 40% to 100% of
rated torque. Jammed valve protection prevents damage to valve and is
indicated on the actuator display or remotely signalled.

User selectable, torque switches are automatically bypassed during the


first 5% of travel from both open and close limit positions. This permits
torque above actuator rated torque and up to actuator stall torque
(1.4 to 2.4 times rated torque) to be developed during unseating,
ensuring sticky valves do not cause unwanted torque trips.
Refer also to jammed valve protection, above.

Once a torque trip occurs the control prevents repeated operation in the
same direction as a response to a standing remote or local control signal.
Actuator must be operated in the opposite direction and therefore
moved away from the obstruction, which then has a chance to clear,
before it can be signalled to run in the requested direction. Torque trips
are indicated on the actuator display and can be remotely signalled.

Protection ensures actuator always runs in the correct direction


corresponding to the applied control signal (open or close). The patented
circuit senses connected phase rotation and ensures the actuator always
runs in the correct direction by energising the
appropriate motor control contactors/switches.

The patented circuit monitors all three supply phases. If a phase is


lost the Syncrophase circuit prevents the motor from being energised.
If during operation one phase is lost this cannot be detected due to
back-feed through the motor windings, however once operation stops,
re-energising of the motor will be prevented. Lost phase is indicated on
the actuator display and can be remotely signalled.

Two thermostats are embedded in the motor end windings (hottest part
of the motor) which directly sense motor temperature. Thermostats will
open circuit when set temperature is reached causing the motor to be
de-energised. Thermostats will auto-reset once the motor has cooled
sufficiently allowing operation to continue. Motor thermostat trips are
indicated on the actuator display and can be remotely signalled.

Standard Specifications
9 Protection & Operating Features cont.

Fault / Feature

Cause / Operation

Function

Instantaneous
reversal

Control system instantaneously


reverses the control signal which
causes the actuator to reverse
direction with associated inertial
stress to valve drive and internal
motor switching surges.

Instantaneous Reversal Protection

Actuator fault

Detected actuator fault.

ASTD (automatic self test & diagnosis)

Remote control
circuit failure
(actuator derived
remote control
supply only)

Loss of remote control.

Remote Control Supply

Spurious
operation

Operation commanded due to


unintended or spurious remote
control signals leading to process
problems or hazards.

Conditional Control

Emergency
Shutdown (ESD)

Priority action where the valve is


required to stayput or move to a
safe end-of-travel position
determined by the process
- open or closed limit.

Dedicated ESD Control Input

A delay of 300 ms is automatically applied between reversals


allowing the actuator to come to rest before responding to
reverse control signal.

ASTD detects any internal control system failures preventing


operation. Detected internal control system faults are indicated on
the actuator display allowing rapid diagnosis and can be remotely
signalled. In addition diagnostic screens can be accessed allowing
problem to be pin-pointed.

The 24 VDC internal power supply made available for remote


control switching is protected by an auto-reset fuse device.
Should the power drawn from the supply exceed its rating (due
to a remote control wiring fault, etc.), the fuse will disconnect
the supply. Once the fault is cleared the supply will automatically
bereinstated. Loss of internal supply is indicated on the actuator
display and can be remotely signalled.

User selectable. The interlock input can be configured for


conditional control, being active only for remote control. In this
mode, for the actuator to respond to a remote control signal, two
signals must be applied simultaneously, one to the control
input and one to the interlock input. If an unintended or spurious
signal is applied only to the control input it will be ignored.
Intended signals can therefore be verified by applying a second
permissive signal, effectively preventing spurious operation.

User configurable, the ESD action has priority over any existing or
applied local or remote control signal. ESD can be configured to
open, close or stayput depending on the process requirements. ESD
must be derived from a latched type, normally open or normally
close ESD contact (configurable) and may be configured to override
local stop, interlocks or interrupter timer.

Redefining Flow Control

37

Standard Specifications
10 Components
Details of major actuator mechanical and electrical/electronic
components are provided below:
10.1 Handwheel
A handwheel is provided to allow manual operation of the
valve during electrical power interruption. Handwheel size and
mechanical advantage are generally designed in accordance
with standards EN 12570 and AWWA C540 (American Water
Works Association) to give the most efficient compromise of
force and turns for emergency operation.
Handwheel types: IQ, IQS, IQD, IQM, IQML, IQL
Actuator size

Standard Type / Ratio

Option

10, 12, 18

Direct / 1:1

Geared / 5:1

20

Direct / 1:1

Geared / 13.3:1

25

Geared / 13.3:11

Direct / 1:12

35

Geared / 22.25:1

40

Geared / 15:1

Geared / 30:1

70, 90, 91

Geared / 30:1

Geared / 45:1

95

Geared / 45:1

Geared / 30:12

Note:
1 IQM25 and IQML25 standard ratio is 1:1.
2 Rimpull does not meet the requirements of EN12570 at actuator rated torque. May be used for lower torque applications or where higher
handwheel forces are acceptable.

During electric operation of the actuator, the handwheel


is mechanically disengaged from the drive. To engage
handwheel operation, the hand/auto selection lever is pushed
down and released after which handwheel operation remains
selected. When electrical operation takes place the actuator
will automatically return to motor drive without lever or
handwheel kickback.

38

The hand/auto selection lever incorporates a facility for locking


in the hand or auto positions using a 6 mm diameter hasp
padlock (not supplied by Rotork), preventing engagement of
motor drive (locked in hand) or engagement of handwheel
drive (locked in auto). Emergency disengagement of motor
drive can be selected by pushing down and holding the hand/
auto lever during electric operation.

Standard Specifications
10.2 Lubrication
IQ actuators are factory filled for life with premium quality
gear oil selected for the application. Standard oils are
automotive grades easily available worldwide and have
been used successfully for over 40 years. Oil lubrication
out-performs grease over a wide temperature range
and allows installation in any orientation. It has none of
the problems associated with grease such as separation
at elevated temperatures and tunnelling at lower
temperatures where grease is thrown away from rotating
components creating a void or tunnel in the grease around
components that require lubrication.
Lubrication
Range

Standard temperature range


-30 to +70 C (-22 to +158 F)

Option low temperature


-50 to +40 C (-58 to +104 F)

Option food grade


-20 to +70 C (-4 to +158 F)

IQ

SAE80EP

MOBIL SHC624

Hydra Lube GB Heavy

Food grade
Lubricant is a synthetic, non-aromatic hydrocarbon mixture with PTFE and other additives. It does not contain chlorinated solvents. Food
grade grease used in assembly and thrust bearings is Hydra Lube WIG Medium-NLGI-123.

10.3 Finish
All IQ actuator finishes are tested in accordance with Rotork
1,000 hour cyclic salt spray test procedure which is the most
realistic and arduous test cycle applicable. The test combines
cyclic salt spray, drying and humidity at elevated temperatures
on complete factory built actuators. This tests the finish and
the various substrate materials, fixings and interfaces that
make up an actuator. Substrate materials and finishes are
selected to provide maximum corrosion resistance combined
with good adhesion.
For full specification of paint finishes refer to PUB000-046.
Finish
Range

IQ

Size

All sizes

Standard finish

Offshore finish

Polyester powder coating, silver grey

2 pack epoxy coatings

Project specific finishes / colours can be catered for. Apply to Rotork.

Redefining Flow Control

39

Standard Specifications
10.4 Motor
IQ actuators utilise purpose designed motors that are integral
to the actuator. As such, these motors do not fall within the
scope of IEC 60034 or MG1, however they do meet the

applicable requirements, where appropriate, of motor design


for actuator operation.

Actuator Type

Duty Classification

Comments

IQ

On-Off & Inching


(Class A & B)

Class F insulated, 3-phase squirrel cage motor incorporating thermostat


protection. Low inertia design. Nominal 60 starts per hour at a rate not
exceeding 600 starts per hour, 15 minutes rated based on a nominal torque of
33% of rated. Class H available as an option where hazardous area certification
does not limit temperature rise to T4 135 C.

IQS

On-Off & Inching


(Class A & B)

Class F insulated, single phase capacitor / run start squirrel cage motor
incorporating thermostat protection. Low inertia design. Nominal 60 starts at
a rate not exceeding 600 starts per hour per hour, 15 minutes rated based on a
nominal torque of 33% of rated. Class H available as an option where hazardous
area certification does not limit temperature rise to T4 135 C.

IQD

On-Off & Inching


(Class A & B)

Class F insulated, permanent DC brush motor incorporating permanent


magnet DC brush motor incorporating thermostat protection. Nominal 60
starts per hour at a rate not exceeding 600 starts per hour, 15 minutes
rated based on a nominal torque of 33% of rated.

IQM

Modulating
(Class C)

Class F insulated, 3-phase squirrel cage motor incorporating thermostat


protection. User selectable thyristor controlled dynamic braking available.
Low inertia design. 1,200 starts per hour, 50% duty cycled based on a
modulating torque of 50% of rated torque. Class H available as an option
where hazardous area certification does not limit temperature rise to T4 135 C.

Reference documents
IQ / IQS / IQD Motor data publication PUB002-018. IQM / Motor data publication PUB002-032.

40

Standard Specifications
10.5 Power Module
The power module for IQ actuators produces internal power
supplies for control systems and remote control derived from
the actuator electrical supply. It also contains the motor
control and switching components.
Actuator Type

Internal power supplies

Motor switching

IQ

Split bobbin transformer producing control circuits, option card


supplies and supply for 24 VDC actuator fed remote control
(120 VAC option).

Reversing contactor assembly,


mechanically and electrically
interlocked. 24 VDC coil up to and
including size IQ35 and 120 VAC for
IQ40 and above.

IQD

DC-DC converter isolates the DC actuator supply from internal


supplies for control and 24 VDC supply for actuator fed remote
control. Fuse protected. Incorporates sleep circuit for power
reduction when used on solar powered derived DC supplies.

Reversing contactor assembly,


mechanically and electrically
interlocked.

IQS

Split bobbin transformer producing control circuits, option card


supplies and supply for 24 VDC actuator fed remote control
(120 VAC option). Fuse protected.

Solid state thyristor array for motor


switching/ reversal and capacitor
starting. Includes snubber protection
and timing control.

IQM

Split bobbin transformer producing control circuits, option card


supplies and supply for 24 VDC actuator fed remote control.
Fuse protected.

Solid state thyristor array for motor


switching/ reversal and braking
(user selectable). Includes snubber
protection and timing control.

10.6 Torque Sensor


State of the art piezo thrust sensor measures motor shaft
thrust produced as a reaction to output torque developed in
the motor worm and wheel gear assembly. Thrust measured
is directly proportional to output torque. The piezo sensor
develops a voltage proportional to shaft thrust (output
torque) which is amplified and then measured by the control
module. Output torque is controlled by switching the motor
off when the set torque limits have been reached. This
system allows the torque to be displayed via the LCD display
and captured by the datalogger in the form of valve torque
profiles, statistical torque information and the event log.
10.7 Position Sensor
Using the latest technology and after years of testing, the
patented Rotork IQ absolute encoder is contactless, has only
four active parts, can measure up to 8,000 output turns with
a resolution of 7.5 and has redundancy and self checking.
Unlike existing absolute encoder designs, this technological
breakthrough increases position sensing reliability while
providing zero-power position measurement.

Redefining Flow Control

41

Standard Specifications
10.8 Control and User Interface (UI) Modules
The control and UI modules for IQ actuators are common and
take the form of a PCB with on-board liquid crystal displays
(LCD) and a control PCB. For IQM actuators the control
module incorporates fast remote mode (24 VDC remote
control only) allowing rapid actuator switching down to 100
ms pulses for precise positioning.

Logic controlled, the control module is programmed over the


non-intrusive Bluetooth interface with set-up configuration
for torque, limits indication and control features undertaken
using the Rotork Bluetooth Setting Tool Pro. It monitors local
and remote control signals, torque and position to switch the
actuator motor in the correct direction or off.

Standard IQ control features are shown below:


Feature

Type

Specification

Remote control

Input

User switched Open/Close/Stop/ESD and interlock signals. Opto-isolated inputs for protection.

Local control

Input

Open/Close/Stop and Local/Remote selection. Non-intrusive control switches are


magnetically operated so there is no penetration of covers.

Position

Input

Digital signal derived by absolute position sensor. Resolution to 7.5 of output rotation.
Limit range configurable between 2.5 and 8,000 output turns.

Torque

Input

The piezo thrust sensor directly measures output torque and converts value to a voltage
signal. Torque can be set in the range 40% to 100% of rated torque with the additional
facility to bypass torque switching

Set-up

Input

Set-up over the Bluetooth interface allows all settings to be configured for valve and process
requirements. Set-up is non-intrusive requiring no covers be removed using the supplied
Rotork Bluetooth Setting Tool Pro. All settings can be password protected.

Indication
contacts

Output

Four Volt free contacts S1 to S4 can be configured for a variety of position, status and alarm
indication for remote indication and monitoring

Output

The onboard backlit LCD display presents position, torque and setup displays for
configuration. The LCD display is divided into 2 parts providing a large position indication
(Open/Close icons plus % readout in 0.1% increments for mid travel) and a multilingual text
display providing status, alarm and set up information

Datalogger

Output

The control module includes a datalogger which stores torque, position and operational
data. in non-volatile memory for download via Bluetooth to the supplied Rotork Bluetooth
Setting Tool Pro or notebook PC. Data is date/time stamped. Datalogger can be analysed
using freeware Insight2 for PC.

Memory

System

All configured settings are stored in non-volatile EEPROM memory (does not require power).

Microcontroller

System

Provides all control function logic, setup programming and allied system requirements.
Software is field upgradeable for future enhancements. The micro-controller is widely used.
in the automotive industry with a long track record and a very reliable history.

LCD indication

42

Standard Specifications
10.9 Conduit / Cable Entries
IQ gearcases are machined with conduit/cable entries as
indicated below. Alternative adapters are available.
Number of entries required and adapter type must be
specified with order.
Actuator type

Gearcase entries

Adapter 1

Adapter 2

IQ Standard

2 x M25 plus 1 x M40

2 x 1 plus 1 x 1.5 ASA NPT

2 x PG16 plus 1 x PG29

IQ Option

Additional 1 x M25

Additional 1 x 1 ASA NPT

1 x PG16

IQ actuators are despatched with transit plugs fitted into the conduit entries. It is the responsibility of the installer to ensure the
appropriate cable/conduit adapters, cable glands and/or blanking plugs are fitted in order to maintain hazardous area certification and
ingress protection levels. Certified adapters and blanking plugs are available as optional extras.

10.10 Terminals

10.12 Battery

The terminal compartment for IQ actuators takes the form


of a separately sealed compartment containing segregated
metric thread M5 power and M4 control terminals. Terminal
screws and washers are supplied with the actuator. Terminals
are designed to accept ring tag crimped field wiring
conductors up to 16 mm2 for power and 4 mm2 for control/
indication. The terminal compartment cover carries a terminal
identification code card. Each actuator is despatched with
the applicable Installation and Maintenance Manual, actuator
wiring diagram and remote control connection schematic.

The battery provides power to support the LCD display and


remote (relay) indication when the main actuator supply
is unavailable. The battery also provides power to enable
actuator settings to be made using the Rotork Bluetooth
Setting Tool Pro; commissioning can take place at premises
without power or the right voltage, or after installation but
before site cabling is completed.

10.11 Wiring
IQ actuators utilise jig built wiring harnesses of individually
numbered, tropical grade PVC insulated, stranded
conductors. All internal control connections to the printed
circuit boards use unique or polarised plugs and sockets.

The standard 9 V battery is available worldwide with a high/


low temperature type available from Rotork.
As all settings are stored in non-volatile memory and
position is sensed by the Rotork absolute encoder, security
of configuration and position is always assured. The actuator
can be operated perfectly well electrically and by handwheel
operation without a battery fitted.
Based on experience gained over 20 years of typical
applications, the expected battery life is up to five years.
Battery life is however subject to temperature and at elevated
and reduced temperatures may be reduced. Actuator
indicates battery status locally and in remote.

Redefining Flow Control

43

Redefining Flow Control

www.rotork.com
A full listing of our worldwide sales and
service network is available on our website.
Rotork plc
Brassmill Lane, Bath, UK
tel
+44 (0)1225 733200
fax
+44 (0)1225 333467
email [email protected]

Scan with your smart phone


for more information on
this product range

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

PUB002-038-00
Issue 12/13

The name Rotork is a registered trademark. Rotork recognises all registered trademarks. The Bluetooth
word mark and logos are registered trademarks owned by Bluetooth SIG, Inc. and any use of such marks
by Rotork is under license. Published and produced in the UK by Rotork Controls Limited. POWSH1213

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