Honeywell Herculine 2000 Users Manual 62 86 25 10 HercuLine® Series Actuator Installation, Operation And Maintenance
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2015-01-23
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HercuLine® 2000 Series Actuator Installation, Operation and Maintenance Manual Honeywell Field Solutions Doc. No.: 62-86-25-10 Revision: 7 Date: 7/08 Notices and Trademarks Copyright 2008 by Honeywell Revision 7 July 2008 Warranty/Remedy Honeywell warrants goods of its manufacture as being free of defective materials and faulty workmanship. Contact your local sales office for warranty information. If warranted goods are returned to Honeywell during the period of coverage, Honeywell will repair or replace without charge those items it finds defective. The foregoing is Buyer's sole remedy and is in lieu of all other warranties, expressed or implied, including those of merchantability and fitness for a particular purpose. Specifications may change without notice. The information we supply is believed to be accurate and reliable as of this printing. However, we assume no responsibility for its use. While we provide application assistance personally, through our literature and the Honeywell web site, it is up to the customer to determine the suitability of the product in the application. CE Conformity This product conforms with the protection requirements of the following European Council Directive: 89/336/EEC, the EMC directive and 73/23/EEC, the Low Voltage Directive. Conformance of this product with any other “CE Mark” Directive(s) shall not be assumed. Attention The emission limits of EN 50081-2 are designed to provide reasonable protection against harmful interference when this equipment is operated in an industrial environment. Operation of this equipment in a residential area may cause harmful interference. This equipment generates, uses, and can radiate radio frequency energy and may cause interference to radio and television reception when the equipment is used closer than 30 m to the antenna(e). In special cases, when highly susceptible apparatus is used in close proximity, the user may have to employ additional mitigating measures to further reduce the electromagnetic emissions of this equipment. Honeywell Process Solutions 512 Virginia Drive Fort Washington, PA 19034 ® HercuLink® and HercuLine are trademarks of Honeywell Palm is a trademark of Palm Inc. Other brand or product names are trademarks of their respective owners. ii HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual Revision 7 7/08 About This Document Abstract This manual describes the installation, set up, operation, maintenance, and troubleshooting of the HercuLine 2000 series actuators. References The following list identifies all documents that may be sources of reference for material discussed in this publication. Document Title Doc ID HercuLine 2000 Series Actuator Specification 61-86-03-14 HercuLine 2000 Series Actuator Model Selection Guide 62-86-16-21 ® Modbus RTU Serial Communications User Manual 51-52-25-66 Modbus® RTU Serial Communications User Manual Configuration/Remote Calibration Interfaces for HercuLine Actuators 51-52-25-103 HercuLink™ User Manual 62-86-25-11 HART Communications Installation and Operations Manual 62-86-25-12 Contacts World Wide Web The following lists Honeywell’s World Wide Web sites that will be of interest to our customers. Honeywell Organization WWW Address (URL) Corporate http://www.honeywell.com Honeywell Process Solutions http://www.honeywell.com/ps Telephone Contact us by telephone at the numbers listed below. Organization United States and Canada Revision 7 7/08 Honeywell Phone Number 1-800-423-9883 1-800-525-7439 HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual Tech. Support Service iii Symbol Definitions The following table lists those symbols that may be used in this document to denote certain conditions. Symbol Definition This DANGER symbol indicates an imminently hazardous situation, which, if not avoided, will result in death or serious injury. This WARNING symbol indicates a potentially hazardous situation, which, if not avoided, could result in death or serious injury. This CAUTION symbol may be present on Control Product instrumentation and literature. If present on a product, the user must consult the appropriate part of the accompanying product literature for more information. This CAUTION symbol indicates a potentially hazardous situation, which, if not avoided, may result in property damage. WARNING PERSONAL INJURY: Risk of electrical shock. This symbol warns the user of a potential shock hazard where HAZARDOUS LIVE voltages greater than 30 Vrms, 42.4 Vpeak, or 60 Vdc may be accessible. Failure to comply with these instructions could result in death or serious injury. ATTENTION, Electrostatic Discharge (ESD) hazards. Observe precautions for handling electrostatic sensitive devices Protective Earth (PE) terminal. Provided for connection of the protective earth (green or green/yellow) supply system conductor. Functional earth terminal. Used for non-safety purposes such as noise immunity improvement. NOTE: This connection shall be bonded to protective earth at the source of supply in accordance with national local electrical code requirements. Earth Ground. Functional earth connection. NOTE: This connection shall be bonded to Protective earth at the source of supply in accordance with national and local electrical code requirements. Chassis Ground. Identifies a connection to the chassis or frame of the equipment shall be bonded to Protective Earth at the source of supply in accordance with national and local electrical code requirements. iv HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual Revision 7 7/08 Contents Contents Introduction ............................................................................................. 1 Product Description ......................................................................................................1 Specifications .......................................................................................... 5 Technical and Operating Specifications .......................................................................5 Model Selection Guide ...............................................................................................10 Installation ............................................................................................. 12 Installation Overview ..................................................................................................12 Mechanical Stops .......................................................................................................12 Before Starting............................................................................................................13 Actuator Mounting ......................................................................................................13 Mechanical Installation ...............................................................................................15 Electrical Installation...................................................................................................17 Burner Control/Flame Safety................................................................. 23 Series 90 Control – HercuLine® 2001 model only ......................................................24 Split Range .................................................................................................................26 Master/Slave Arrangement.........................................................................................26 Set Up and Calibration Procedures ....................................................... 31 Overview.....................................................................................................................31 Local Display and Keypad..........................................................................................31 Set Up Tips.................................................................................................................33 Set Up Groups............................................................................................................34 Set Up Procedure .......................................................................................................36 Configuration Prompt Hierarchy .................................................................................38 Input Set Up Group.....................................................................................................39 Relays Set Up Group..................................................................................................44 Current Out Set Up Group..........................................................................................49 Communications Set Up Group..................................................................................50 Digital Input Set Up Group .........................................................................................51 Display Set Up Group.................................................................................................52 Revision 7 7/08 HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual v Contents Lock Set Up Group .....................................................................................................53 Read Status Set Up Group.........................................................................................55 Drive Set Up Group ....................................................................................................56 Maintenance Set Up Group........................................................................................59 Regions of Motor Travel .............................................................................................62 CAL POSOUT Group .................................................................................................63 Auto - Manual Drive Switch ........................................................................................64 Calibration ..................................................................................................................65 Setting End-of-Travel Limit Switches .........................................................................78 Setting Auxiliary Switches ..........................................................................................81 Start-Up/Operation ................................................................................ 83 Introduction.................................................................................................................83 Power-up Diagnostics.................................................................................................83 Operations Checklist ..................................................................................................83 Operating Displays .....................................................................................................84 Motor Stall ..................................................................................................................84 Position Sensor Operation .........................................................................................85 Remote Setpoint Operation........................................................................................85 Maintenance.......................................................................................... 87 Introduction.................................................................................................................87 Basic Maintenance .....................................................................................................87 Replacement Procedures...........................................................................................89 Replacement/Upgrade/Accessory Kits .................................................. 91 Replacement Kits .......................................................................................................91 Upgrade Kits.............................................................................................................102 Accessory Kits ..........................................................................................................104 Troubleshooting .................................................................................. 105 Introduction...............................................................................................................105 Troubleshooting Procedures ....................................................................................106 Appendix A - HercuLine® 2001/2002 Configuration Record Sheet...... 112 Index ................................................................................................... 116 vi HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual Revision 7 7/08 Contents Tables Table 1 Specifications - General.............................................................................................................................5 Table 2 Recommended Minimum Wire Size........................................................................................................17 Table 3 Terminal Connections: HercuLine® 2000...............................................................................................18 Table 4 Terminal Connections: HercuLine® 2001/2002 with auto/manual.........................................................19 Table 5 Split Range Set Up Procedure .................................................................................................................26 Table 6 Keypad Description .................................................................................................................................32 Table 7 Set Up Tips ..............................................................................................................................................33 Table 8 Set Up Groups .........................................................................................................................................34 Table 9 Set Up Procedure Using Display and Keypad .........................................................................................36 Table 10 Input Set Up Group Parameters .............................................................................................................39 Table 11 Equal Percentage Valve Characteristics ................................................................................................42 Table 12 Quick Opening Valve Characteristic .....................................................................................................43 Table 13 Relay Set Up Group Parameters ............................................................................................................44 Table 14 Relay Type Descriptions........................................................................................................................45 Table 15 Current Out Set Up Group Parameters ..................................................................................................49 Table 16 Communications Set Up Group Parameters ..........................................................................................50 Table 17 Digital Input Set Up Group Parameters.................................................................................................51 Table 18 Display Set Up Group Parameters .........................................................................................................52 Table 19 Lock Set Up Group Parameters .............................................................................................................53 Table 20 Read Status Set Up Group Parameters ..................................................................................................55 Table 21 Drive Set Up Group Parameters ............................................................................................................56 Table 22 Maintenance Set Up Group Parameters.................................................................................................59 Table 23 CAL POSOUT Group Parameters.........................................................................................................63 Table 24 Auto - Manual Switch Functions ...........................................................................................................64 Table 25 Input Calibration Procedure...................................................................................................................69 Table 26 Motor Calibration Procedure .................................................................................................................70 Table 27 Output Calibration Procedure ................................................................................................................71 Table 28 Slidewire Emulation Calibration Procedure ..........................................................................................73 Table 29 NCS Position Sensor Calibration Procedure.........................................................................................74 Table 30 Potentiometer Position Sensor Calibration Procedure ..........................................................................76 Table 31 Load Position Sensor Factory Calibration .............................................................................................77 Table 32 End-of-Travel Limit Switch Setting Procedure .....................................................................................79 Table 33 Auxiliary Switch Setting Procedure ......................................................................................................82 Table 34 Typical Operating Displays ...................................................................................................................84 Table 35 Spur Gear Lubrication Procedure ..........................................................................................................87 Table 36 Motor Drive Fuse Replacment Procedure .............................................................................................89 Table 37 Relay PWA Replacement Procedure .....................................................................................................90 Table 38 Replacement kits....................................................................................................................................96 Table 39 Observable Symptoms of Failure ........................................................................................................105 Revision 7 7/08 HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual vii Contents Figures Figure 1 HercuLine® 2000 Series Actuator Figure 2 HercuLine® 2002 Actuator Internal View Figure 3 Outline and Dimensions of HercuLine® 2000 Series Actuators Figure 4 Constant Torque Linkage Figure 5 Variable Torque Linkage Figure 6 Standard crank arm Figure 7 Crank arm with optional ball joint and push rod Figure 8 HercuLine® 2000 connections Figure 9 HercuLine® 2001/2002 connections Figure 10 HercuLine® 2003 connections Figure 11 CE wiring part 1 Figure 12 CE Wiring part 2 Figure 13 Burner Control/Flame Safety Wiring Figure 14 Series 90 connections Figure 15 T775 Controller connections Figure 16 Flow Diagram Figure 17 Interconnection Diagram Figure 18 Proportional Flow Using Multiple Actuators Figure 19 Multiple Actuator Interconnection Diagrams Figure 20 Interconnection Diagrams Figure 21 HercuLine® 2000 Display and Keypad Figure 22 Relay connectors Figure 23 Regions of Motor Travel Figure 24 Auto - Manual Switch Figure 25 Calibration Wiring Connections (non-slidewire emulation) Figure 26 Calibration Wiring Connections (slidewire emulation) Figure 27 Jumper Location on CPU PWA Figure 28 Location of NCS Assembly Figure 29 Location of potentiometer position sensor Figure 30 End of Travel Limit Switch Settings Figure 31 Location of End-of-Travel Limit and Auxiliary Switches Figure 32 Auxiliary Switch Settings Figure 33 Terminal Block Connections for Modbus Communications Figure 34 Spur Gear Location Figure 35 Power Distribution PWA and Relay PWA Locations Figure 36 Motor Drive Circuit Fuses Figure 37 Replacement Kits 6, 7, 8, 11, 12, 14 Figure 38 Replacement Kit 10 Figure 39 Replacement Kits 1, 2, 3, 4, 5, 9, 15, 16, 19 Figure 40 Replacement Kit 13 Figure 41 Replacement Kits 17, 18 Figure 42 Test for Actuator Operation Figure 43 Power Up Diagnostics Figure 44 Test Power Distribution PWA Figure 45 Test AUTO - MANUAL Switch Figure 46 Test Relay Function viii HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual 2 3 14 15 16 16 16 18 19 20 21 22 23 24 25 27 27 28 29 30 31 46 62 64 66 67 68 75 77 78 80 81 86 88 89 90 91 92 93 94 95 107 108 109 110 111 Revision 7 7/08 Introduction Product Description Introduction Product Description Honeywell’s HercuLine® 2000 series actuators are available in four versions: HercuLine® 2000, HercuLine® 2001, HercuLine® 2002, and HercuLine® 2003. All are low torque, precision electric rotary actuators incorporating all of the high quality and reliable features of the traditional HercuLine series actuators. These precision control and high reliability actuators ensure processes operate at maximum efficiency, with minimal downtime, and lowest lifetime cost. Honeywell's HercuLine® 2000 series actuators are precision engineered for exceptional reliability, accurate positioning, and low maintenance (Figure 1). Designed for very precise positioning of dampers and quarter turn valves the HercuLine® 2000 series actuators perform especially well in extremely demanding environments requiring continuous-duty, high reliability, and low maintenance. Model distinctions HercuLine® 2000 series actuators are used in applications requiring on/off or power to open/close position proportional with 135 or 1000 ohm feedback. HercuLine® 2001 and 2002 are smart actuators used in applications requiring current proportional control or digital control. They offer digital electronics providing for precision positioning control, easy set-up and configuration, on board health monitoring, and network communications. Programming access is provided through our HercuLink® Palm PDA software connected to the actuator via a 232/485 converter, via HART communications or through the optional local keypad and display. HercuLine® 2002 smart actuators offer features and functions similar to the HercuLine® 2001 and are used for more severe service applications requiring features such as non-contact position sensing. HercuLine® 2003 actuators are unidirectional/ 360 degree rotation, special purpose actuators. The keypad and display are available on the HercuLine® 2001 and HercuLine® 2002 products at additional charge. HercuLink® Software HercuLink® Computer software enables access to programming and communication functions available as standard with the HercuLine® 2001 and 2002 actuators without the added expense of the keypad & display HMI. Using a Palm™ PDA, laptop PC or desktop computer, HercuLink® software, and a RS232/485 converter users may configure, calibrate, and access maintenance information locally or remotely to the actuator. Using HercuLink® software, the computer may be used as a master device over a Modbus network to access information to/from the actuators and to control the device. Set-up configurations may also be stored on the computer for download to other HercuLine® devices. Information may be stored on the users PC in CSV format for use in preventative maintenance programs. • Certified on Palm™ m125, m130, and m505. • Compatible with Palm OS3.5 or higher. • Compatible with Windows 2000 or XP operating systems • Minimum system requirements: • Windows 2000 (w/service pack 2), Windows NT (w/service pack 5), Windows ME, Windows XP • 200 MHz Pentium with 64 Megs Ram Revision 7 7/08 HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual 1 Introduction Product Description Display and keypad Handwheel Conduit entry Shaft and position indicator Auto/manual switch Figure 1 HercuLine® 2000 Series Actuator 2 HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual Revision 7 7/08 Introduction Product Description Display Keypad PWA Wiring Label Mechanical Stops TB3 Connector for customer input and output connection on CPU PWA Cams and limit switches TB1 customer power connection Relay PWAs Non-contact sensor External auto-manual switch Figure 2 HercuLine® 2002 Actuator Internal View Revision 7 7/08 HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual 3 Introduction Product Description 4 HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual Revision 7 7/08 Specifications Technical and Operating Specifications Specifications This section provides you with the technical specifications and the model selection guide for the HercuLine® 2000 Series Actuators. Technical and Operating Specifications Table 1 Specifications - General Physical Weight 2000: 25 lb. (11.36 kg) 2001,2002: 27 lbs. (12.27 kg) Enclosure Precision-machined die cast aluminum housing, finished in light gray powder coat epoxy. Gear Train Alloy steel, high efficiency steel spur gear primary train. Precision ground, selflocking/self releasing worm gear final mesh. Mechanical Stops Factory set at 90° or 150° (+/-5°). Attention: Do not adjust the mechanical Stops. Adjusting the stops will void the warranty Storage Temperature –40 °C to +93 °C (–40 °C to +200 °F) Relative Humidity 0 % to 99 % R.H. non-condensing over the full operating temperature range. Scale 0 % to 100 % corresponding to full crank arm travel. Crank Arm Adjustable radii 1.0 in (25.4mm) to a maximum of 2.8 in (71.1mm). Position adjustable through 360° rotation. Output Shaft 0.625+/-.005 in (15.88 +/-.13mm) diameter Rotation 90° or 150° degrees between 0 % and 100 % on scale, limited by mechanical stops. Manual Handwheel Provides a means of positioning the actuator in the event of a power failure or setup. Lubrication Texaco Starplex 2 EP Grease Output Torque/Full Travel Stroking Time Revision 7 7/08 Torque lb-in (N M) 50 / (6.0) 100 / (11.5) 200 / (22.5) 400 / (45.0) 400 / (45.0) 50 Hz (90°/150°) 4.5 / 7.5 9 / 15 18 / 30 36 / 60 54 / 90 HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual 60 Hz (90°/150°) 4/6 7 / 12 15 / 25 30 / 50 45 / 75 5 Specifications Technical and Operating Specifications Electrical Mains Supply 100-130 Vac single phase, 50 Hz or 60 Hz 200-240 Vac single phase, 50 Hz or 60 Hz Motor Instant start/stop, non-coasting, non-burnout, continuous duty, permanent magnet, synchronous induction motor. Can be stalled up to 100 hours without damage. Motor Current = No load = full load = locked rotor = 0.4 amp for 120Vac, 0.2 amp for 240 Vac Loss of Power Stays in place on loss of power Local Auto/Manual Switch Optional – Allows local and automatic operation of the actuator. End of travel Limit Switches Standard – adjustable to limit actuator travel to less than 90 or 150 degrees respectively Auxiliary Switches/Relays Optional – Up to 4 additional SPDT switches rated at (10 A at 125 Vac, 5 A at 250 Vac). Certifications Approvals CSA/UL (Standard) CE Compliant (optional) Enclosure Rating Type 4 (NEMA 4), IP66 (standard) Torque Settings of Crank Arm Bolts 88 lb-in (10 N-m) Clamp Bolt Electrical and Performance Specifications HercuLine® 2002 Input Signals HercuLine® 2001 Analog: Analog: • 0/4 to 20 mA (With CPU • 0/4 to 20 mA (With CPU PWA jumper in current position) PWA jumper in current position) • 0/1 to 5 Vdc • 0/1 to 5 Vdc • 0 to 10 Vdc • 0 to 10 Vdc Digital: • Series 90 control • Modbus RTU (RS485) Digital: HercuLine® 2000/2003 120 vac drive open/120 vac drive close 240 vac drive open/240 vac drive close • Modbus RTU (RS485) Isolation Input signal, output signal and power are isolated from each other. NA Load Requirement (4-20) Current Out — 0 to 1000 ohms NA Input Impedance 0/4 to 20 mA 250 ohms 0/1 to 5 Vdc 10 K ohms NA 0-10 vdc Feedback 0 to 20 mA, 4 to 20 mA 0 to 5 Vdc & 1 to 5 Vdc with 250 ohm resistor, (0 to 16 Vdc with 800 ohm resistor) Dual output 1000 ohms over 90 degrees (135 ohms with 158 resistor) Dual output 1000 ohms over 150 degrees (135 ohms with with 158 resistor) 6 HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual Revision 7 7/08 Specifications Technical and Operating Specifications HercuLine® 2002 HercuLine® 2001 HercuLine® 2000/2003 Feedback Slidewire emulation - Provides output voltage ratiometric to shaft position and potentiometric to supply voltage (1 Vdc to 18 Vdc) without a slidewire. Emulates a 100 ohm to 1000 ohm slidewire. 10 mA output maximum. Communications Modbus RTU or optional HART™ NA Operating Temperature –40°C to +75 °C (–40°F to +170 °F) -40°C to +85 °C (-40°F to +185 °F) Position sensing Non-contact position sensor Sensitivity 0.2 % to 5 % of 90° span, proportional to deadband NA Hysteresis Less than 0.4 % of full scale NA Deadband 0.2 % to 5 % of 90° span, programmable. Shipped at 0.5 % NA Repeatability 0.2 % of 90° span NA 1000 ohm film potentiometer Dual 1000 ohm film potentiometers (not on 2003) Repositions (minimum @ 90 or 150 degree stroke) Table 1 option –050Table 1 option –100Table 1 option –200Table 1 option –400Table 1 option –600- 160 290 450 700 900 120 250 400 400 400 500 Voltage/ Supply Stability 0.25 % of span with +10/–15 % voltage change NA Temperature Coefficient Less than ± 0.030 % of span per degree C for 0 °C to 50 °C NA Zero Suppression 90 % of span. NA Input Filters Selectable spike and low pass filters. NA Solid State Motor Control Two triac switches for clockwise or anti-clockwise motor operation. Transient voltage protection provided. NA Failsafe operation If input signal exceeds configured input range. Selectable and adjustable. NA Direction of Rotation Field programmable Wire swap Duty Cycle Continuous Revision 7 7/08 Less than ± 0.05 % of span per degree C for –40 °C to 75 °C HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual 7 Specifications Technical and Operating Specifications HercuLine® 2002 HercuLine® 2001 Selectable and configurable operating parameters: Programmable Functions HercuLine® 2000/2003 NA • Input range • Input filtering • Input characterization • Security • Digital Input action • Deadband • Failsafe on loss of input signal • Failsafe on loss of position sensor • Direction of rotation • Relay closure action • Communication parameters • Split range operation • Output range • Alarms Specifications – Local Display and Keypad Display Multi-segment LED displays that provides up to ten alphanumeric characters. Display arrangement consists of two rows: Display Design st 1 row (Upper display) – four characters nd 2 row (Lower display) – six characters. LED indicators Six single LEDs provide actuator status and alarm indications. Display Operating Temperature -30 °C to +50 °C (-20 °F to +122 °F) Automatically shuts off when operating temperature exceeds +50 °C Storage Temperature -40 °C to +93 °C (-40 °F to +200 °F) Keypad Keys Six single pushbutton keys allow access to all status displays and set up group parameters. See Set Up and Calibration Procedures (page 31) for detailed information on display and keypad functions. 8 HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual Revision 7 7/08 Specifications Technical and Operating Specifications Specifications – Communications Communications Communications Option RS 485 Serial Communication, Modbus RTU Protocol Connection Twisted pair cable with shield Maximum loop length 600 meters (2000 feet) Communication Mode Half duplex Baud Rate 300, 600, 1200, 2400, 4800, 9600, 19.2K Required Specifications – PDA (customer provided) PDA Operating System Palm OS version 3.5 or greater RAM At least 8 MB Communications Serial port with RS232 compatible levels to drive external converter Note: As of this writing only Palm devices have this feature. Honeywell has qualified the M105, M125, M130, and M505 devices with the HercuLink application. Revision 7 7/08 HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual 9 Specifications Model Selection Guide Model Selection Guide Instructions Select the desired key number. The arrow to the right marks the selection available. Make the desired selections from Tables I thru VIII using the column below the arrow. A dot ( ) denotes unrestricted availability. Key Number ____ - I ___ II - ___ III - ___ IV - ___ V - __ VI - ______ KEY NUMBER - Motor Selection Basic Motor Unit (no electronics) Basic Motor Unit plus Digital Electronics Enhanced Performance Motor Unit with Non-contact Position Sensing Unidirectional Motor (M640D Replacement) TABLE I - TORQUE & SPEED SELECTION (speed per 150 degree rotation) Torque, lb-in/(N-M) 50Hz 60Hz 50 / (6.0) 7.5 sec 6 sec 100 / (11.5) 15 sec 12 sec 200 / 22.5) 30 sec 25 sec 60 sec 50 sec 400 / (45.0) 400 / (45.0) 90 sec 75 sec TABLE II - ROTATION Travel 90 degrees 150 degrees 360 degrees VII - _ VIII - _ Selection 2000 2001 2002 2003 IX - __ Availability 050 100 200 400 600 090 150 360 TABLE III - POWER SUPPLY Single Phase 100 - 130 Vac, 60 Hz 100 - 130 Vac, 50 Hz 200 - 240 Vac, 60 Hz 200 - 240 Vac, 50 Hz 126 125 246 245 TABLE IV - ANALOG INPUT/OUTPUT SIGNALS Input 3 Wire Drive up/down 0/4-20 mA, 0/1-5 Vdc, 0-10 Vdc 0/4-20 mA, 0/1-5 Vdc, 0-10 Vdc 0 to 135 ohm input (Series 90 control) Contact Input for 2003 Output None (Note 1) Dual 1000 Ohm (1000 ohms over 150 degrees) (Note 1) Dual 1000 Ohm (1000 ohms over 90 degrees) Slidewire Emulation Slidewire Emulation 0/4-20mAdc (0/1-5 Vdc, 0-16 Vdc) 0/4-20mAdc (0/1-5 Vdc, 0-16 Vdc) 0__ 2__ 3__ 4__ 6__ _ 00 _ 15 _ 19 _ 60 _ 65 _ 80 _ 85 TABLE V - SWITCH AND RELAY OUTPUTS (2 end-of-travel switches are standard) Auxiliary Outputs No Auxiliary Switches 2 Auxilliary Switches 4 Auxilliary Switches Relay Outputs No Relays 2 Programmable Relay Outputs 2 Programmable Relay Outputs 4 Programmable Relay Outputs 0_ 2_ 4_ _0 _2 _3 _4 a b c continued 10 HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual Revision 7 7/08 Specifications Model Selection Guide 2000 2001 2002 2003 TABLE VI - OPTIONS Local keypad/ display Local Auto/ manual switch Handwheel Certificates Approvals Shipped Rotation No local display interface supplied (Note 2) Integrally mounted local display/keypad interface No auto/manual switch Auto/manual switch with "Out of Auto Contact" Auto/manual switch with "Out of Auto Contact" No Handwheel Handwheel None Certificate of Conformance UL Type 4/IP66, CSA (Note 4) CE Counter clockwise shaft rotation on increasing signal Clockwise shaft rotation on increasing signal Selection 0_ _ _ _ _ 1_ _ _ _ _ _ 0_ _ _ _ _ 1_ _ _ _ _ 2_ _ _ _ _ _ 0_ _ _ _ _ 1_ _ _ ___0__ _ _ _ 1_ _ _ _ _ _ 0_ _ _ _ _ 1_ _ _ _ _ _0 _ _ _ _ _1 TABLE VII - COMMUNICATIONS/PROTOCOL None No communications option board or protocol Modbus RTU RS485 RS-485 Modbus compliant - standard with EEU HART 5 HART Communications Protocol 0 1 2 TABLE VIII - MANUALS Standard English 0 TABLE IX - FACTORY OPTIONS Factory Options None Restrictions Restriction Letter a b c ACCESSORIES Mounting Hardware Linkage Assembly HART Handheld Config. (Note 3) Remote Mount Control Notes: Revision 7 7/08 00 Available Only With Table Selection IV _ 00 150 II II 090 Not Available With Table Selection IV _ 60, _ 80 090 II II 150 Mounting plate adapter for Barber Colman Series MP495 Mounting plate adapter for Landis & Staefa SQM53/56 Direct Couple Valve Hardware North American Valve Retrofit Kit Ball joint for 5/16" dia. Pushrod Pushrod 12 in. (304,5 mm) long, 5/16 " dia. Pushrod 18 in. (457,2 mm) long, 5/16 " dia. Pushrod 24 in. 609,6 mm) long, 5/16 " dia. Pushrod 48 in. (1219,2 mm) long, 5/16 " dia. Turk Cable for Handheld Connection TM HercuLink Palm Software Battery powered 232/485 converter with cable Remote 4-20 mA requires 135 ohm fdbk, 120V 50/60Hz Remote 4-20 mA requires 1000 ohm fdbk, 120V 50/60Hz Remote 4-20 mA requires 135 ohm fdbk, 220V 50/60Hz Remote 135 ohm input requires 135 ohm fdbk, 120V 50/60Hz 51452354-501 51452354-502 51452354-503 51452354-511 51452354-504 51452354-505 51452354-506 51452354-507 51452354-508 51452352-501 51452354-509 51452354-510 R7195A1031 R7195A1056 R7195A1064 R7195B1021 1. 135 ohm available by parallelling 1K potentiometer with 158 Ohm resistor (supplied). TM 2. HercuLink software (pn 51452354-509), RS232/485 converter (pn 51452354-510), TM customer supplied Palm PDA running OS3.5 or higher and Palm serial cable are required for the 2001 and 2002 actuators if no display is selected. 3. Requires PDA manufacturer's serial interface cable. 4. CSA approval is good for 75°C and a maximum relay load of 3.5 amps or 70°C with a relay load of 5 amps. HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual 11 Installation Installation Overview Installation Installation Overview The procedures to install the HercuLine® 2000 Series actuator and place it in service require that you: • Select a suitable location for installation. (See Installation Considerations below.) • Mount the actuator securely. • Install mechanical connections or linkage between control arm and final control element. Use HAL software application to aid in mechanical installation. • Make all electrical connections for actuator according to local and national electrical codes. • Power up actuator. • Enter, verify and adjust set up parameters for proper operation. • Adjust control arm linkage for accurate operation of final control element. This section provides you with mechanical and electrical installation information required to mount and connect the HercuLine® 2000 Series Actuator to your specific application. Unpacking instructions, installation consisderations, electrical and safety precautions also included in this section should be observed. Mechanical Stops Factory set at 90° or 150° (+/-5°). See Figure 2 for location. Attention: Do not adjust the mechanical stops. Adjusting the stops will void the warranty. 12 HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual Revision 7 7/08 Installation Before Starting Before Starting Unpacking If there are visible signs of damage to the shipping container, notify the carrier and Honeywell immediately. If there is no visible damage, compare the contents with the packing list. Notify the carrier and Honeywell immediately if there is equipment damage or shortage. Please do not return goods without contacting Honeywell Applications Center in advance. The contact number is 1-800-423-9883. Installation Considerations Mount the actuator in a location where it will be easily accessible for maintenance and for manual operation by means of the handwheel. The exact location must be determined in accordance with the linkage used. It is important that the actuator be mounted securely to a solid foundation commensurate with the maximum torque developed. Use studs or bolts that are as large as the foot mounting holes. Allocate sufficient clearance around the actuator for the removal of all covers to permit inspection of internal parts and to provide access to the handwheel. Actuator Mounting Firmly bolt the actuator to a mounting surface that will not distort when subjected to the torque stresses generated by the actuator. The output shaft of the actuator should be parallel to the output shaft of the driven device. The output shaft crank arm is fully adjustable through 360°. Mounting holes (bottom and side) and location of shaft/crank arm duplicate mounting for Honeywell Actionators M640A, 740A, 940A for drop-in replacement. Optional adaptor plates available for replacing Landis and Staefa SQM53/56 and Barber Coleman series MP495 models. Revision 7 7/08 HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual 13 Installation Actuator Mounting CLEARANCE FOR TOP REMOVAL: 101,6 4.0 289 11.379 25.4 1.00 mm inches Figure 3 Outline and Dimensions of HercuLine® 2000 Series Actuators 14 HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual Revision 7 7/08 Installation Mechanical Installation Mechanical Installation Linkage Set-up Many applications require the use of a linkage assembly and often the final control element does not have a linear torque curve. The actuator linkage can be set up to achieve an optimal delivered torque distribution for specific applications. To assist with linkage design, Honeywell offers a linkage analysis software application (HAL). The software can be ordered as P/N 51197910-001. Constant Torque Linkage (typical) A constant torque linkage is employed when it is desired to provide a linear torque profile throughout the full range of final control element travel. In this situation, the actuator and driven crank arms will be set-up proportionally with respect to each other. Figure 4 shows a general linkage setup to achieve a linear torque profile. Vertical Centerline Vertical Centerline 45° Start Drive Unit Crank Arm 45° 45° Linkage Stop 45° Close Horizontal Offset Open Damper Crank Arm a/n 23199 Figure 4 Constant Torque Linkage Variable Torque Linkage A variable torque linkage is employed when it is desired to provide a non-linear torque profile throughout the full range of final control element travel. In this general situation, the actuator and driven crank arms will be set up to provide a higher torque for seating or unseating the final control element. Figure 5 shows a general linkage setup to achieve a non-linear torque profile. Note that this linkage can be characterized in many different ways by varying start angles and rotation requirements of both the Actuator Crank Arm and the Driven Arm. Revision 7 7/08 HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual 15 Installation Mechanical Installation Vertical Centerline Vertical Centerline 45° Actuator Crank Arm 45° Linkage Close 5° Horizontal Offset a/n 23200 Open Damper Crank Arm Figure 5 Variable Torque Linkage Actuator Crank Arms The HercuLine® 2000 Series Actuator comes standard with a crank arm with adjustable radius of 1.0 in (25.4mm) to 2.80 in (71.12mm). See Figure 6. Figure 6 Standard crank arm Figure 7 Crank arm with optional ball joint and push rod 16 HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual Revision 7 7/08 Installation Electrical Installation Electrical Installation General Wiring Recommendations Only qualified personnel should perform wiring. Wiring must conform to national and local electrical codes. In general, copper wire used. Unless locally applicable codes dictate otherwise, the recommended minimum wire sizes in Table 2 should be observed. Table 2 Recommended Minimum Wire Size AWG Description 14 Earth ground wire to common power supply. 18 Earth ground wire to single actuator. 120/240 V ac line leads. +24 V and common signal leads. Common signal leads, relays, and aux switches. Safety Precautions An external disconnect switch must be installed to break all current carrying conductors connected to the actuator. Turn off power before working on conductors. Failure to observe this precaution may result in serious personal injury. Actuator Connections ATTENTION The ground terminal must be connected to a reliable earth ground. While the unit is powered, a potentially lethal shock hazard exists inside the case. Do not open the case while the unit is powered. Do not access the terminals while the unit is powered. The actuator terminal connections for the field wiring are located behind the cover on the actuator case as shown in Figure 2. Power and field wiring is brought into the actuator through two access holes located on the side of the actuator case. Use both openings: one for low level wiring (control signal) and the other for high level wiring (120Vac). Do not run both the High Level and Low Level wiring through the same opening. The screw terminals, locations, and descriptions for all customer connections are identified in the tables and figures that follow. Revision 7 7/08 HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual 17 Installation Electrical Installation HercuLine® 2000 Terminal Connections Table 3 Terminal Connections: HercuLine® 2000 Connection Descriptions Terminal Numbers and LABEL See Figure 8 Hot 1 Hot wire for 120/240VAC mains supply. Use only if Auto/Manual switch is present. Neutral 2 Neutral wire for 120/240VAC mains supply Auto/Manual Switch Contact 3 4 Switch contact to indicate setting of actuator AUTO/MANUAL switch. Switch is closed when actuator is “NOT-IN-AUTO” CW from Controller 5 CW motor drive CCW from Controller 6 CCW motor drive Potentiometer #1 7 8 9 Clockwise-End Slider Counterclockwise-End Potentiometer #2 10 11 12 Clockwise-End Slider Counterclockwise-End Protective Ground Ground wire connection for mains supply 158 ohm 158 ohm Install resistors to convert 1000 ohm potentiometer to 135 ohms 1 1 REQUIRED ONLY IF AUTO/MANUAL SWITCH IS PRESENT Figure 8 HercuLine® 2000 connections 18 HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual Revision 7 7/08 Installation Electrical Installation HercuLine® 2001/2002 with Auto/Manual Terminal Connections Table 4 Terminal Connections: HercuLine® 2001/2002 with auto/manual Terminal Numbers and LABEL Connection Descriptions See Figure 9 TB1 Hot 1 Hot wire for 120/240VAC mains supply Neutral 2 Neutral wire for 120/240VAC mains supply Protective Ground 3 Ground wire connection for mains supply Auto/Manual Switch Contact 4 5 Switch contact to indicate setting of actuator AUTO/MANUAL switch. Switch is closed when actuator is “NOT-IN-AUTO” 6 TB3 4 to 20mA Output* 1 (+) 2 (-) Analog signal output Feedback 3 Feedback signal used in conjunction with 4 to 20mA OUTPUT voltage when using Slidewire Emulation 4 to 20mA Input 4 (+) 5 (-) Analog signal input Modbus Communication 6 (+) 7 (-) 8 Shield Connection for RS485 Modbus loop wires HART Communications 4 (+) 5 (-) HART Communication is 4-20 mA only. Digital Input 9 Com 10 Input Customer’s contact closure HART Communications Connection + _ HART connection using external Turck connector Auxiliary Connector _ + Brown Blue Black Black Wire Not Used Figure 9 HercuLine® 2001/2002 connections Revision 7 7/08 HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual 19 Installation Electrical Installation HercuLine® 2003 Wiring Connections and Operation (Actionator 640D Replacement) Wiring Figure 10 HercuLine® 2003 connections Operation The 2003 actuator is uni-directional (it does not reverse rotation with a reversal in control action). Figure 10 illustrates the internal wiring and the external connections. The smaller insert of the figure describes the limit switch action for one complete cycle. When the two-position controller detects a sufficient fall in temperature in a heating application, the switch portion between the “4” and “5” terminals will close. The motor then rotates for 180º or until the opening switch breaks (stops are adjustable, factory set at 180º), and stops in full open position. A subsequent rise in temperature causes the controller to close the switch between the “4” and “6” terminals when the motor will start to rotate (in the same direction) for 180º or until the closing switch breaks. The motor stops in the closed position and completes one cycle. 20 HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual Revision 7 7/08 Installation Electrical Installation Power Connections Depending on which power supply selection is ordered for your actuator, wire the power input (MAINS POWER) as described in the previous tables and figures. Wiring must conform to national and local electrical codes. CE Wiring When wiring the actuator power input for CE approved units, you must also install a MOV and ferrite beads supplied with the CE unit. You need the following tools: • 5mm hex key • small flat blade screwdriver • small needle nose pliers While the unit is powered, a potentially lethal shock hazard exists inside the case. Do not open the case while the unit is powered. Do not access the terminals while the unit is powered. Step Action 1 Remove AC power to actuator. 2 Loosen the 6 captive screws (use 5mm hex key) and remove the cover. 3 Locate the terminals TB1-1, TB1-2 and ground screw. 4 Loosen the screws at terminals TB1-1 and TB1-2. Remove screw used for ground. 5 Install the appropriate MOV assembly as shown in Figure 11. 6 All ferrites require 1 loop of wire per ferrite. Connect as shown in following steps. 7 • Current input and output (slidewire emulation) connection • Communications and digital input connection Ground screw Current input and output (slidewire emulation) TB1-2 TB1-1 Communications and digital input Figure 11 CE wiring part 1 Revision 7 7/08 HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual 21 Installation Electrical Installation Step 8 Action • AC power connection • Auxiliary switches connection • Relay contact connection Aux switches 1 and 2 (SW3 and SW4) Aux switches 3 and 4 (SW5 and SW6) Relays 1 and 2 Relays 3 and 4 AC power connection Figure 12 CE Wiring part 2 9 Install new gasket and top cover. Secure top cover with 6 captive screws. 10 Reapply AC power to the actuator. 11 Actuator is ready for use. Input Signal Connections ATTENTION Shielded and grounded cables are recommended. 0/4-20 mA Input Signals For current signal input, ensure jumper W2 on the CPU PWA is in the “Current” position. See Figure 27 on page 68. Observing polarity, connect the signal input wires TB3–4(+) and TB3–5(-) on CPU terminal board. 0/1-5 Vdc and 0 to 10 Vdc Input Signals For voltage signal input, ensure jumper W2 on the CPU PWA is in the “Voltage” position. See Figure 27 on page 68. Observing polarity, connect the signal input wires to terminals TB3–4(+) and TB3–5(-) of the terminal block. 22 HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual Revision 7 7/08 Burner Control/Flame Safety Electrical Installation Output Signal Connections 0/4-20 mA, 0/1-5 Vdc Feedback Signal Connections ATTENTION Shielded and grounded cables are recommended. Actuator output is a 4 to 20 mA analog signal. If a voltage input is required for customer devices, a range resistor is needed at the device input. Refer to (page 19) for more information. Slidewire Emulator Connections ATTENTION Shielded and grounded cables are recommended. If you ordered the Slidewire output option for your actuator, it is set at the factory to provide an output that emulates 100 to 1000 ohm slidewires. Refer to (page 19) for more information. Burner Control/Flame Safety Introduction Often, Gas Fired control applications use a Flame Safety System that drives the gas valve to full closed and full open during the start-up sequencefor the burner. HercuLine® 2000 Series actuators have been designed to be compatible with the Flame Safety Systems and to perform the required operations. Configuration In the Input Set Up Group (Page 39), configure the parameter FSTYPL to Down . In the Digital Input Set Up group (Page 51), configure the parameter DIG INP to Up. Wiring Figure 13 Burner Control/Flame Safety Wiring shows a Typical Flame Safety Module wiring diagram. HercuLine TB3 1 2 High Fire • Common • To TB3 #10 To TB3 #5 3 44 5 6 + – 7 8 9 10 Add Jumper Low Filter Modulate • + 4 to 20 Output from Controller – 4 to 20 Output from Controller Typical Flame Safety Module Figure 13 Burner Control/Flame Safety Wiring Revision 7 7/08 HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual 23 Burner Control/Flame Safety Series 90 Control – HercuLine® 2001 model only Series 90 Control – HercuLine® 2001 model only Series 90 Controls are commonly used in building environmental systems and flame safeguard systems to provide modulating control. The control is affected by balancing a 135 ohm potentiometer. The HercuLine 2001 provides an emulation of this system as follows. The current output is used to excite the potentiometer in the controller. To do this it is set permanently at 11 ma. This produces a 1.5 volt span. The wiper is then connected to the HercuLine 2001 input, which is operating in voltage mode. The returns from both the input and the output are tied together. Series 90 terminals are typically color coded white, red and blue. Conventionally, red is the wiper and white and blue are the two ends of the potentiometer. On a drop in temperature, the wiper moves toward the blue terminal. Connections TB3 4-20mA output 4-20mA input 1+ White 24+ Red 5- Blue Figure 14 Series 90 connections Considerations 24 1. This connection performs an emulation of a series 90 motor. If the controller being used is also an emulation of a Series 90, the connections required may be different. Shown in Figure 15 are the connections found necessary to connect a T775 controller through an S443A S90 Auto/Manual Control. If the controller has the capability to provide a 4/20 or voltage output, it is easier to use that mode. It will require only two wires and it will allow the independent use of the 4/20 output. If help is required, contact Honeywell. 2. Due to variations in the definition of rotation directions, it may be necessary to reverse the action of the actuator from CCW to CW or vice versa. HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual Revision 7 7/08 Burner Control/Flame Safety Series 90 Control – HercuLine® 2001 model only Auto I out from HercuLine2001 W W T775 B 3 W + Signal to HercuLine2001 T775 W 1 R R Man GND to HercuLine2001 (2) B B T775 R 2 Figure 15 T775 Controller connections 3. Revision 7 7/08 In the T775 controller manual there are several examples of using resistances or potentiometers as high and low limit controls. Because of the mode of emulation of Series 90, it is likely that these connections will not work as intended. Instead, use the output or input limits which are programmable in the HercuLine® 2001. HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual 25 Burner Control/Flame Safety Split Range Split Range The HercuLine® 2001/2002 actuators can be set up to operate within a narrow input range (for example, 4 to 12mA input) in certain applications. The procedure in Table 5 describes how to set up an actuator to operate as part of a split valve configuration. Table 5 Split Range Set Up Procedure Step Action To Set Actuator span to operate from 4 to 12 mA input. 1 Enter Set Up mode by pressing SET UP key 2 Select SET INPUT group 3 Press FUNCTION key until INP HI (on lower display) is selected. 4 Set INP HI value to 50.0 5 Press FUNCTION key to select INP LO and set value to 0.0 6 Press DISPLAY key to exit Set Up mode. To Set Actuator span to operate from 12 to 20 mA input. 1 Enter Set Up mode by pressing SET UP key 2 Select SET INPUT group 3 Press FUNCTION key until INP HI (on lower display) is selected. 4 Set INP HI value to 100.0 5 Press FUNCTION key to select INP LO and set value to 50.0 6 Press DISPLAY key to exit Set Up mode. ATTENTION Be sure to review failsafe strategy for your process application. Master/Slave Arrangement Introduction With the motor positioner, the controlling signal for the actuator is a 4 to 20mA from a current output controller as shown in the flow diagram in Figure 16. Unlike the position output controller, the current output controller must produce a continuous analog signal or the actuator will revert to one of its failsafe states. Signal failure is not a problem since the available failsafe settings allow you to set the actuator position on signal loss. 26 HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual Revision 7 7/08 Burner Control/Flame Safety Master/Slave Arrangement Basic Flow Control When the process variable signal is below set point, the controller increases current (4 to 20mA) to the actuator input and opens the valve. Controller set point governs valve position to obtain desired flow rate. Orifice Plate PV FT Positioner & Actuator Controller SP FIC Valve 4 to 20 mA MP Linkage Position mA Figure 16 Flow Diagram Current Output Controller Actuator See Figure 27 for jumper location + 4 to 20 mA - Jumper W2 = Current 250 Ohms 1 to 5 VDC Hot Neutral Ground 120/240 VAC Figure 17 Interconnection Diagram Proportional Flow using Multiple Actuators Refer to flow diagram in Figure 18 and interconnection diagrams in Figure 19. The controller governs flow rate in one burner. Only that flow is measured. Since #2 and #3 motor positions receive the same signal as #1 motor positioned, valves #2 and #3 will deliver the same amount of fuel. This is true when the span and zero adjustment are all set the same as in curve 2 of the graph. Other relationships between units exist if the span adjustment (3) for ratio or if the zero adjustment is changed (1) for bias. Revision 7 7/08 HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual 27 Burner Control/Flame Safety Master/Slave Arrangement Orifice Plate PV FT Positioner & Actuator Controller SP 4 to 20 mA FIC MP #1 Valve Linkage MP #2 Linkage Valve Proportional with Bias MP #3 Linkage Valve Ratio Position mA Figure 18 Proportional Flow Using Multiple Actuators Current Output Controller + 4 to 20 mA Note: Controller must be capable of sourcing the impedance. See Figure 27 for jumper location Actuator #1 10260S Series Actuator #1 Jumper W2 = Current 250 Ohms 1 to 5 VDC Hot Neutral Ground 120/240 VAC Actuator #2 10260S Series Actuator #2 Jumper W2 = Current 250 Ohms 1 to 5 VDC Hot Neutral 120/240 VAC Ground Actuator #3 10260S Series Actuator #3 Preferred Wiring Jumper W2 = Current 250 Ohms 1 to 5 VDC Hot Neutral Ground 120/240 VAC NOTE: If using HART® communications, for this application HART®must be configured for Multi-drop operation. 28 HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual Revision 7 7/08 Burner Control/Flame Safety Master/Slave Arrangement Current Output Controller 10260S Actuator Series Actuator #1 #1 Jumper W2 + 4 to 20 mA - = Current 250 Ohms 1 to 5 VDC Hot Neutral Ground 120/240 VAC 10260S Series Actuator #2 Actuator #2 See Figure 27 for jumper location Jumper W2 = Voltage Hot Neutral 120/240 VAC Ground 10260S Series Actuator #3 Actuator #3 Alternate Wiring Jumper W2 = Voltage Hot Neutral 120/240 VAC Ground Figure 19 Multiple Actuator Interconnection Diagrams NOTE: If using HART® communications, for this application HART® must be configured for Multi-drop operation. Revision 7 7/08 HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual 29 Burner Control/Flame Safety Master/Slave Arrangement Split Valve Configuration A common heat or cool type process requires two valves. In this case the controller has only one output. The two motor positioners are calibrated differently, one responds to 4 to 12mA and the other responds to 12 to 20mA. At 12mA, both valves are closed; one opening below 12mA and the other above 12mA. Refer to Figure 20 for an interconnection diagram for split valve operation using two actuators. Current Output Controller + 4 to 20 mA - 10260S Series #1 Actuator #1 Actuator Jumper W2 = Current 250 Ohms 1 to 5 VDC Hot Neutral Ground Actuator #2Actuator #2 10260S Series Note: Controller must be capable of sourcing the impedance. Jumper W2 = Current 250 Ohms 1 to 5 VDC Preferred Wiring 120/240 VAC See Figure 27 for jumper location Hot Neutral 120/240 VAC Ground NOTE: If using HART® communications, for this application HART® must be configured for Multi-drop operation. Current Output Controller + 4 to 20 mA - Actuator 10260S Series#1 Actuator #1 Jumper W2 = Current 250 Ohms 1 to 5 VDC Hot Neutral Ground 120/240 VAC Actuator #2 Actuator #2 10260S Series See Figure 27 for jumper location Alternate Wiring Jumper W2 = Voltage Hot Neutral 120/240 VAC Ground Figure 20 Interconnection Diagrams NOTE: If using HART® communications, for this application HART® must be configured for Multi-drop operation. 30 HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual Revision 7 7/08 Set Up and Calibration Procedures Overview Set Up and Calibration Procedures Overview Once you have installed the actuator, you can verify, set or change certain operating parameters. Set up is accomplished through use of the local display and keypad interface through your PDA with HercuLink® software (see HercuLink® manual 62-86-25-11) or via the HART® communication option. Please keep in mind that the unit is calibrated at the factory for your application and can be placed into service right out of the box. Changing operating parameters may require recalibration of the actuator. This section details the various operating parameters and functions of the actuator available using the local display and keypad interface, and calibration procedures. Local Display and Keypad The alphanumeric display and keys on the keypad are the local operator interface for control, monitoring, and configuration of the actuator. The display consists of a four character upper display and a six character lower display. Six LEDs of various colors indicate actuator-operating status. Directly below the display are six keys that allow you to setup, monitor, and control the actuator locally, as well as call up various operating parameters and configuration values on the display. Figure 21 shows the physical features of the display and keypad. Table 6 summarizes the various functions you can perform using the keys as well as descriptions of the status indicators. STALLED ALARM MANUAL Upper Display (Four Characters) AUTO Lower Display (Six Characters) SET UP FUNCTION MAN/AUTO DISPLAY Figure 21 HercuLine® 2000 Display and Keypad Revision 7 7/08 HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual 31 Set Up and Calibration Procedures Local Display and Keypad Table 6 Keypad Description Key or LED Indicator Function SET UP Places the actuator in the set up group select mode. Sequentially displays the set up groups and allows the FUNCTION key to display function parameters within the set up group. See Set Up and Calibration Procedures (page 31)Error! Reference source not found. for descriptions of the various options available in the set up groups. FUNCTION Used in conjunction with the SET UP key to select the individual functions of a selected configuration set up group. Used during field calibration procedure. MAN/AUTO Alternately selects: MAN - Actuator is in Manual mode. AUTO - Actuator is in Automatic mode. NOTE: When in Manual mode the POS display is automatically selected so you can use the up and down arrow keys to drive actuator motor manually. NOTE: This button is disabled if MAENAB is set to DIS. See Table 19 (page 53). DISPLAY Pressing this key repeatedly cycles through the operating parameters that can be shown on the lower display. INP – Input. Shows the value of the actuator input. OP – Output. Shows the value of the actuator output DE – Deviation. Shows deviation between input value and actuator position. POS – Position. Shows current actuator position. INCREMENT Increases the configuration values shown on the display. Also shown as . In manual mode and POSition display selected, pressing this key will drive actuator motor in direction of increasing signal input. DECREMENT Decreases the configuration values shown on the display. Also shown as . In manual mode and POSition display selected, pressing this key will drive actuator motor in direction of decreasing signal input. Indicates the movement of the actuator arm in the counterclockwise direction. NOTE: Actuator rotation is the direction of the output shaft when facing the end of the shaft and refers to the direction of rotation on increasing signal. ☼ Indicates the movement of the actuator arm in the clockwise direction. NOTE: Actuator rotation is the direction of the output shaft when facing the end of the shaft and refers to the direction of rotation on increasing signal. ☼ 32 ☼ STALLED Indicates that the actuator has detected a motor stall condition. ☼ ALARM Indicates a programmed alarm condition exists. ☼ MANUAL Indicates actuator is in manual mode ☼ AUTO Indicates actuator is in automatic mode. HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual Revision 7 7/08 Set Up and Calibration Procedures Set Up Tips Set Up Tips Table 7 contains tips that will help you view, verify and enter the operating parameters more quickly. If you cannot change the parameters, check the status of the “SET LOCK” parameter. Also some parameters require that you enter a security password before you access or change the parameter value. Table 7 Set Up Tips Function Tip Displaying Groups Use the SET UP key to display and scroll through the set up groups. The group titles are listed in the order that they appear on the actuator display. Displaying Functions Use the FUNCTION key to display the individual function parameters under each set up group. The prompts are listed in the order of their appearance in each group. See Tables 8 through 19. Scrolling Pressing and holding the SET UP key will scroll through the set up groups. However, when any set up group is displayed, you can scroll key. When in through the set up groups twice as fast using the or any set up group, hold the FUNCTION key in to scroll through the prompts within that group. Changing values quickly When changing the value of a parameter, you can adjust a more or significant digit in the upper display by holding in one key pressing the other or at the same time. and • The adjustment will move one digit to the left. • Press the key again and you will move one more digit to the left. Revision 7 7/08 Exiting Set Up mode To exit Set Up mode, press the DISPLAY key. This returns the display to the same state it was in immediately preceding entry into the Set Up mode. Timing out from Set Up mode If you are in Set Up (configuration) mode and do not press any keys for thirty seconds, the actuator display will time out and revert to the mode and display that was being used prior to entry into Set Up mode. HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual 33 Set Up and Calibration Procedures Set Up Groups Set Up Groups Pressing the SET UP key on the keypad provides access to the various set up groups and allows you to set up operating parameters, (such as input types and alarms), calibrate the actuator’s inputs and outputs, set communications, and check actuator status. Table 8 on the next page lists the set up groups that are available by using the SET UP and FUNCTION keys on the keypad. Table 8 Set Up Groups Set Up Group Title Pressing the FUNCTION Key Allows You to… For Details, See SET INPUT Select and set various parameters associated with the input signal to the actuator. Table 10 Select relay functions. NOTE: Set Relay groups will show on display only if relays are installed in the actuator. Table 13 Select the output signal type of the actuator. Table 15 SET COMM Select communication parameters for remote control of actuator when connected to a SCADA system. Table 16 SET DIGINP Select the parameters for external digital input states. Table 17 SET DISPLA Select and set parameters for the local display. Table 18 SET RELAYn n = 1, 2, 3, or 4 SET CUROUT CAL INPUT CAL MOTOR Calibrate input zero and span values. Calibration Procedure, Table 25 Calibrate zero and span values for motor operation. Calibration Procedure, Table 26 ATTENTION When calibrating the motor to a short stroke range, you must reset the end-of-travel limit switches. See Setting End-of-Travel Limit Switches. CAL CURENT 34 Calibrate actuator output. Calibration Procedure, Table 27 SET LOCK Set or change security password. Enable or disable security access to set up parameters and calibration set up. Table 19 READ STATUS Display operating and alarm status. Display self-test diagnostic results. Table 20 SET DRVINF Display and/or set various parameters specific to the actuator. Table 21 HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual Revision 7 7/08 Set Up and Calibration Procedures Set Up Groups SET MAINT CAL POSOUT Revision 7 7/08 Display various operating statistics. Reset accumulated operating statistics Table 22 Use the display as an indicator, (in this case a voltmeter) so you can verify that the position sensor is operating properly. Table 23 HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual 35 Set Up and Calibration Procedures Set Up Procedure Set Up Procedure Each of the set up groups and their functions are either pre-configured at the factory or set to their default values. Tables 8 through 19 list and describe the options available in each set up group. The following procedure shows you the key press sequence to access any set up group or any associated Function parameter. Make sure lock set up group “LOCK” function is set to “NONE” or “CAL.” Also some parameters require that you enter a security password before you access or change the parameter. You can use this procedure to access the set up groups and select all parameters. Table 9 Set Up Procedure Using Display and Keypad Step Operation Press 1 Enter Set Up Mode SET UP Result Upper Display = SET Lets you know you are in the set up mode and a set up group title is being displayed in the lower display. Lower Display = INPUT This is the first set up group you see when you press SET UP. 2 Select any Set Up Group SET UP Successive presses of the SET UP key will display the other set up group titles as listed in Table 8Error! Reference source not found.. You can also use the or groups in both directions. keys to scroll through the set up Stop at the set up group title that describes the group of parameters you want to configure. Then proceed to the next step. 3 Select a Function Parameter FUNCTION Upper Display 4-20 Shows the current value or selection for the function prompt in the selected set up group. Lower Display IN TYP Shows the first function prompt within the selected set up group. Example display shows Input group function prompt “IN TYP” and the selection. 4 Select other function parameters FUNCTION Successive presses of the FUNCTION key will sequentially display the other function prompts of the selected set up group. Stop at the function prompt that you want to change, and then proceed to the next step. 36 HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual Revision 7 7/08 Set Up and Calibration Procedures Set Up Procedure Step Operation 5 Change the Value or Selection Press Result These keys increase or decrease the value, or display the next available selection for the selected function prompt. or See Table 7, Set Up Tips for instructions to increase or decrease a value quickly. Change the value or selection to meet your needs. NOTE: If the display flashes, you are trying to make an unacceptable entry, or the value on the display is at its range limit. The display may also show “KEYERR” (Key error). 6 Enter Value or Selection FUNCTION This key selects another function prompt. or SET UP This key selects another set up group. NOTE: Pressing either key will cause the previously selected value or selection to be entered into memory. 7 Exit Set Up mode DISPLAY Exits set up mode and returns actuator to the same state it was in immediately preceding entry into the set up mode. Any changes you have made are stored in memory. If you do not press any keys for 30 seconds, the display times out and reverts to the mode and display shown prior to entering the set up mode. Revision 7 7/08 HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual 37 Set Up and Calibration Procedures Configuration Prompt Hierarchy Configuration Prompt Hierarchy Setup Groups Function Prompts IN TYP INP HI INPUT FSTYPL RELAYn FsVALL Y0 VAL … Y20 VAL RTYPny Rny VAL Rny E* Rny HL RLYnHY CUROUT COMM COMM ADDRES DIGINP DIGINP EndPos DISPLA DECMAL LOCK LOCKID STATUS FAILSF RAMTST VERSON SPEED MAINT FILTYP CHAR CUROUT DRVINF 38 INP LO EUNITS LOCK LREP LCAL TEMP TEMPHI Direct CUSTOM Rny HL Dband FSTYPH X0 VAL RTYPny … FsVALH X20 VAL Rny VAL Rny E* n = 1,2,3 or 4 y = 1 or 2 BAUD XmtDLY DBLBYT UNITS MAENAB SEETST POWER CFGTST CALTST ROTATE TAG ACSTAL STARTS MFGDAT REPTYP TEMPLO RL2CNT RL3CNT RL4CNT REGN0 DATSAV PASSWD MANRST LD CAL … LD CFG RL1CNT REGN9 TOTDEG RESTRT HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual Revision 7 7/08 Set Up and Calibration Procedures Input Set Up Group Input Set Up Group Table 10 lists the parameters and selections available when the SET INPUT group is selected. On the keypad and local display: • Press the SET UP key to enter the Input Set Up group. • Press the FUNCTION key to scroll through the prompts listed in the set up group. • Press the or keys to view selections or change range settings. Table 10 Input Set Up Group Parameters Actuator Lower Display Prompt Selections or Range of Setting INPUT ACTUATION TYPE— This selection specifies the signal type and range you are going to use for the actuator input. Be sure that the values configured for the high and low range, alarm setpoint, etc. are within the measuring range for the selected signal range. IN TYP Note: If input type from model selection guide is: 0/4-20mA, 0/15Vdc, 0-10Vdc Parameter Definition/PDA HercuLink Prompt 4-20 0-20 1-5V 0-5V 0-10 R_SP 4 to 20 mA 0 to 20 mA 1 to 5 Volts dc 0 to 5 Volts dc 0 to 10 Volts dc Remote Setpoint (via communications) NOTE: Changing the Input Actuation Type will restore the actuator calibration to its factory values. IN TYP S_90 Series 90 – 0 to 135 ohms. Note: If input type from model selection guide is: Series 90 control INP HI 10.0 to 100 default = 100 INP LO 0.0 to 90.0 default = 0.0 Revision 7 7/08 INPUT HIGH RANGE VALUE in % is displayed. NOTE: When Input Type (R_SP or S_90) is selected, Input Hi is not configurable. INPUT LOW RANGE VALUE in % is displayed. NOTE: When Input Type (R_SP or S_90) is selected, Input Hi is not configurable. HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual 39 Set Up and Calibration Procedures Input Set Up Group Actuator Lower Display Prompt Selections or Range of Setting NONE INPUT FILTER TYPE— Allows the selection of a software digital input filter to smooth the input signal. SPIK Spike— Selects spike filter to remove transients in the input signal when actuator is installed in noisy environments. S+LP Spike plus Low Pass— Selects spike and low pass filtering. * Allows setting of lag time constant for low pass filter. LPAS Low Pass— Selects low pass filter. * Allows setting of lag time constant. FILTYP LPFILT * Direct Parameter Definition/PDA HercuLink Prompt default = LPAS NOTE: When Input Type (R_SP or S_90) is selected, Input Filter Type = NONE. 0 to 50.00 (in seconds) LAG TIME CONSTANT— (Filter Type S+LP or LPAS only) Allows you to set the first order lag time constant of the low pass filter when selected. Range is from 0 to 50 seconds. default = 0.5 NOTE: When Input Type (R_SP or S_90) is selected, Low Pass Filter Value is not configurable. CCW CW ACTUATOR ROTATION—This selection determines the direction of rotation of the actuator shaft. Counterclockwise rotation Clockwise rotation default = CCW Dband 0.2 to 5.0 (in percent of span) NOTE: Actuator rotation is the direction of the output shaft when facing the end of the shaft and refers to the direction of rotation on increasing signal. INPUT DEADBAND— Specifies an adjustable gap that is the difference between the setpoint value and the value at which the motor energizes. Deadband is set in percent of full span. default = 0.5 FAILSAFEHI TYPE—Selects the motor position you want the actuator to go to when input signal is above the high end range value. FSFTYPH NOTE: Failsafe condition occurs when the input exceeds its high end range value by 3%, LAST Up—Actuator motor moves to full scale value. DOWN Down—Actuator motor moves to zero value. USER User selected value—Actuator motor moves to a customerdefined value. default = UP 0 to 100% FsFVALH * default = 100 40 Last Position—Actuator motor remains at last position. UP * Allows setting of failsafehi input value. FAILSAFEHI INPUT VALUE—(FailsafeHI Type USER only) Selects the motor position you want the actuator to go to when input signal is above the high end range value. Range is from 0 to 100%. HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual Revision 7 7/08 Set Up and Calibration Procedures Input Set Up Group Actuator Lower Display Prompt Selections or Range of Setting Parameter Definition/PDA HercuLink Prompt FAILSAFELO TYPE—Selects the motor position you want the actuator to go to when input signal is below the low end range value or on loss of input signal. FSFTYPL NOTE: Failsafe condition occurs when the input exceeds its low end range value by 3%, or when the input signal goes to zero. For input types 0 to 20mA, 0 to 5 V, and 0 to 10 V there is no failsafe condition at the zero value. LAST Last Position—Actuator motor remains at last position. UP Up—Actuator motor moves to full scale value. DOWN Down—Actuator motor moves to zero value. USER User selected value—Actuator motor moves to a customerdefined value. default = DOWN 0 to 100% FsFVALL * default = 0 * Allows setting of failsafelo input value. FAILSAFELO INPUT VALUE—(FailsafeLO Type USER only) Selects the motor position you want the actuator to go to when input signal is below the low end range value or on loss of input. Range is from 0 to 100%. CHAR LINR SQRT CUST INPUT CHARACTERIZATION— Selects a characterization type that causes the actuator to characterize a linear input signal to represent a non-linear input. Linear— Provides linear characterization of the input signal. Square Root— Provides square root characterizations of the input signal. default = LINR Custom— Custom characterization. Selecting custom allows you to create a twentieth order characterization of input value (x) and associated shaft position (y). NOTE: Selecting CUST input characterization causes the following prompt CUSTOM to be displayed. CUSTOM EQUL QUIK USER default = EQUL Equal percentage – Sets the characterization as explained in Equal Percentage Valve Characteristic on page 42. Values are read-only. Quick opening - Sets the characterization as explained in Quick Opening Valve Characteristic on page 43. Values are read-only. User-configurable – Lets you create your own characterization using the following Xn VAL and Yn VAL prompts. Xn VAL 0 to 100 % Input Value— as a percentage of input range. Defaults are in increments of 5%. 0 to 100 % Shaft Position Value— as a percentage of position range. Defaults are in increments of 5%. n = 1 - 20 Yn VAL n = 1 - 20 Revision 7 7/08 HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual 41 Set Up and Calibration Procedures Input Set Up Group Equal Percentage Valve Characteristic Table 11 contains values that approximate an equal percentage valve characteristic in the actuator. When the EQUL custom characterization type is selected, the values in Table 11 are automatically loaded into the actuator configuration to produce the characteristic as presented in the graph. The Xn VAL is the input value as a percentage of range and Yn VAL is the characterized output (actuator shaft position) as a percentage of range. Table 11 Equal Percentage Valve Characteristics Yn Val % of Range % of Range 0 0 0 1 5 0.8 2 10 2.1 3 15 3.2 4 20 4.9 5 25 6.5 6 30 8.4 7 35 10.7 8 40 13.2 9 45 15.7 10 50 18.7 11 55 22.6 12 60 27.2 13 65 33.4 14 70 40 15 75 46 16 80 53.8 17 85 63.2 18 90 73.7 19 95 86.2 20 100 100 42 Equal Percentage Valve Characterization Yn VAL - Characterized Output Xn VAL Order 100 95 90 85 80 75 70 65 60 55 50 45 40 35 30 25 20 15 10 5 0 10 20 30 40 50 60 70 80 90 100 Xn VAL - Actual Input HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual Revision 7 7/08 Set Up and Calibration Procedures Input Set Up Group Quick Opening Valve Characteristic Table 12 contains values that approximate the characteristic of a quick opening control valve. When the QUIK custom characterization type is selected, the values in Table 12 are automatically loaded into the actuator configuration to produce the characteristic as presented in the graph. The Xn VAL is the input value as a percentage of range and Yn VAL is the characterized output (actuator shaft position) as a percentage of range. Table 12 Quick Opening Valve Characteristic Yn Val % of Range % of Range 0 0 0 1 5 10 2 10 20 3 15 30 4 20 40 5 25 50 6 30 60 7 35 70 8 40 77 9 45 82 10 50 86 11 55 88 12 60 90 13 65 92 14 70 94 15 75 95 16 80 96 17 85 97.5 18 90 98.5 19 95 99.5 20 100 100 Revision 7 7/08 Quick Opening Valve Characteristic Yn VAL - Characterized Output Xn VAL Order 100 95 90 85 80 75 70 65 60 55 50 45 40 35 30 25 20 15 10 5 0 10 20 30 40 50 60 70 80 90 100 Xn VAL - Actual Input HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual 43 Set Up and Calibration Procedures Relays Set Up Group Relays Set Up Group ATTENTION The Relay set up group parameters are accessible only if relay PWAs are installed in the ® actuator. HercuLine 2001 actuators can be equipped with one PWA –for a total of two SPDT relays. Using the Relay set up groups you can program the installed relays to operate in response to various operating conditions. Table 13 lists the parameters and selections available when the SET RELAYn group is selected. Table 13 Relay Set Up Group Parameters Parameter Definition/PDA HercuLink® Prompt Actuator Lower Display Prompt Selections or Range of Setting RTYPny NONE RELAY TYPE— Selects the relay number and the relay activation type. See Table 14 Relay Type Descriptions. InPR PosR Input Range— Upper / lower limits of input signal exceeded Position Range— Upper / lower limits of motor position exceeded Deviation— Deviation from input exceeded Upper Limit Travel— Same as PosR for upper limit Lower Limit Travel— Same as PosR for lower limit Temperature High— High temperature limit exceeded Temperature Low— Low temperature limit exceeded Starts— Motor starts limit exceeded. Allows setting of multiplier value. Stalled— Motor position does not follow input Manual— Actuator is set to manual mode Power Up Test Failure— Failure of any power up diagnostic Failsafe Alarm— Failsafe condition detected Position Sensor Signal Failure— position output out of valid range Digital Input— Digital input closure n = 1, 2, 3, or 4 y = 1 or 2 DEV ULim LLim T Hi T Lo STRT STAL MAN PWRF FsFA PosF DiGI TDEG default = InPR and NONE RnyE* X1 X10k default = X1 RnyVAL n = 1, 2, 3, or 4 y = 1 or 2 0.0 to 100.0 Rny HL n = 1, 2, 3, or 4 y = 1 or 2 HI LO RLYnHY n = 1, 2, 3, or 4 0.0 to 100.0 (in percent) Total Degrees— total degrees traveled. Allows setting of multiplier value. MULTIPLIER— (Relay Types STRT and TDEG only) Selects the multiplier for the number limit of motor starts and total degrees traveled before the relay is activated. Multiplier specifies the value on display as times one (X1) or times ten thousand (X10k). RELAY VALUE— Sets numerical value of limit where relay trips (energizes). Units are determined by the relay type selection. See Table 14 Relay Type Descriptions for units. RELAY HIGH/LOW— Sets relay trip point to high or low limit. RELAY HYSTERESIS— 0.0 to 100.0% of span or full output. NOTE: Relay Hysteresis parameter is accessible only if appropriate relay type is selected. n is the relay number, y is the relay contact. 44 HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual Revision 7 7/08 Set Up and Calibration Procedures Relays Set Up Group Table 14 Relay Type Descriptions When this Relay Type is selected… The Relay can be set up to indicate … (RTYP) Input Range The upper / lower limits of the input signal have been exceeded. Relay value parameter defines range limits and units are in percent of full span. Position Range Upper / lower limits of motor position have been exceeded. Relay value parameter defines range limits and units are in either percent of span or degrees of rotation. See “Relay Examples “for setting range limits. Deviation Motor position has exceeded deviation limit from input. (Deviation is defined as: setpoint – motor position = Deviation) Relay value parameter defines limits and units are in percent of span. See “Relay Examples” for setting deviation limit. Upper Limit Travel The motor position has exceeded the upper limit of travel. (Same as Position Range.) Relay value parameter defines limits and units are in degrees of rotation or percent of span. See “Relay Examples” for setting upper limit with hysteresis. Lower Limit Travel The motor position has exceeded the lower limit of travel. (Same as Position Range.) Relay value parameter defines limits and units are in degrees of rotation or percent of span. Temperature High The high temperature limit of the actuator has been exceeded. Relay value parameter defines temperature limits and units are in either degrees C or degrees F. (Temperature units are defined in the UNITS setting of the DISPLA set up group.) The low temperature limit of the actuator has been exceeded. Relay value parameter defines temperature limits and units are in either degrees C or degrees F. Temperature Low (Temperature units are defined in the UNITS setting of the DISPLA set up group.) Starts The accumulated motor starts have exceeded the limit. Relay value parameter defines the limit. See “Relay Examples” for setting motor starts limit. Range is from 10 to 99,990,000. Stall The motor is in a stall condition. Manual Mode The actuator is in manual mode. Power Up Test Failure A failure of any one of the power up test diagnostics. See READ STATUS set up group. Failsafe The actuator is in failsafe. (input signal loss or input signal out of valid range) Position Sensor Failure The potentiometer or non-contact sensor output is out of range or has failed. Digital Input The digital input closure. Total Degrees The total degrees traveled. Revision 7 7/08 HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual 45 Set Up and Calibration Procedures Relays Set Up Group Relay connector #1 Relay connector #2 Relay connector #3 Relay connector #4 Figure 22 Relay connectors Relay Examples Relay Type - Position Range Selecting PosR relay type, you can cause the relay to energize when the actuator motor travels below 20% of range and above 80% of range. Note in the example below that Relay 1 is set up to provide two trip points. The first trip point (R11VAL) causes the relay to energize when the motor travels above 80%, the second trip point (R12VAL) is set so the relay energizes when the motor travels below 20%. Set Up Group SET RELAY1 Parameter Value RTYP11 PosR R11VAL 80.0 R11HL HI RTYP12 PosR R12VAL 20.0 R12HL LO RLY1HY 0.0 The figure below shows the resulting action. Motor Position 0% 20% 80% 100% 17 17 Open 18 18 Closed Closed RELAY 1 Normally Open 46 HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual Revision 7 7/08 Set Up and Calibration Procedures Relays Set Up Group Relay Type - Deviation Setting up a relay to alarm (energize) when the motor position deviates 10% (+ or -) from the actuator setpoint can be set up as follows. Set Up Group SET RELAY1 Parameter Value RTYP11 DEV R11VAL 10.00 R11HL HI RTYP12 DEV R12VAL -10.00 R12HL LO RLY1HY 0.0 The resulting action is shown below. Motor Position Input 50% 0% -10% 100% +10% Closed Closed Open RELAY n Normally Open Revision 7 7/08 HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual 47 Set Up and Calibration Procedures Relays Set Up Group Relay Type – Upper Limit Travel with Hysteresis Selecting relay type ULim will cause the relay to energize when the motor position exceeds the upper limit trip point, and can be set up as follows. Note that relay hysteresis parameter (RLY1HY) value is set to 10, which is 10% of range. This means that when the relay is energized, due to the motor position exceeding the upper limit value, the relay will not de-energize until the motor moves to 10% below the trip point. Set Up Group SET RELAY2 Motor Position Parameter Value RTYP21 ULim R21VAL 70.0 R21HL HI RTYP22 NONE RLY2HY 10.0 Open RELAY n Normally Open Motor Position 100% 60% H 70% 0% 60% 0% Open RELAY n Normally Open y s t e r e s I s Closed H y s t e r e s I s 100% 70% Closed Relay Type – Motor Starts Selecting relay type STRT will cause the relay to trip when the number of motor starts exceeds the selected limit. The motor starts value is stored as one of the maintenance group statistics. This example sets the motor starts limit at 200,000 for Relay 1. Set Up Group SET RELAY1 Parameter Value RTYP11 STRT R11 E* X10K R11VAL 20 R11HL HI RTYP12 NONE The resulting action is that Relay 1 will trip when the number of accumulated motor starts in the maintenance group exceeds 200,000. 48 HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual Revision 7 7/08 Set Up and Calibration Procedures Current Out Set Up Group Current Out Set Up Group Table 15 lists the parameters and selections available for the SET CUROUT group. Table 15 Current Out Set Up Group Parameters Actuator Lower Display Prompt Selections or Range of Setting Parameter Definition/PDA HercuLink Prompt OUTPUT SIGNAL RANGE— Selects the signal output range. CUROUT Note: If output type from model selection guide is: 0/4-20mA, 0/15Vdc 4 – 20 0 – 20 1 – 5V 0 – 5V 4 to 20 mA 0 to 20 mA 1 to 5 Volts (250 ohm resistor required) 0 to 5 Volts (250 ohm resistor required) CUROUT SW E Slidewire Emulation NONE No current output configured. Note: If output type from model selection guide is: Slidewire Emulation CUROUT Note: If output type from model selection guide is: None Revision 7 7/08 HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual 49 Set Up and Calibration Procedures Communications Set Up Group Communications Set Up Group Table 16 lists the parameters and selections available for the SET COMM group. Table 16 Communications Set Up Group Parameters Actuator Lower Display Prompt Selections or Range of Setting COMMUNICATONS PARAMETERS— Disables or enables parameter displays for Modbus communciations set up. COMM ADDRES DIS Disabled— Locks out access to communications displays and parameters. MODB Modbus— Allows access to the communication displays and settings for the parameters listed below. HART HART – selects HART as the communications protocol 1 to 99 DEVICE ADDRESS— Selects device address when used in a Modbus communications loop. Select an address that is unique to other devices on the communications link. default = 1 BAUD Parameter Definition/PDA HercuLink Prompt 2400 4800 9600 19.2k BAUD RATE— Selects the speed of data transfer. All equipment on the link must be set to match the host setting. default = 19.2k XmtDLY NONE 10ms 20ms 30ms 40ms 50ms RESPONSE DELAY— Selects the time delay (in milliseconds) before a response to a query is transmitted. default = 20ms FLOATING POINT DATA FORMAT— Selects the format for transferring floating point data. DBLBYT Byte Order FP B FPBB FP L FPLB default = FP B 50 Floating Point Big Endian format— Floating Point Big Endian format with byte-swapped— Floating Point Little Endian format— Floating Point Little Endian format with byte-swapped— HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual 0123 1032 3210 2301 Revision 7 7/08 Set Up and Calibration Procedures Digital Input Set Up Group Digital Input Set Up Group Table 17 lists the parameters and selections availible for the SET DIGINP group. Table 17 Digital Input Set Up Group Parameters Actuator Lower Display Prompt Selections or Range of Setting Digital Input State— Selects the position of the actuator in response to a digital input signal (contact closure). DIGINP NONE Revision 7 7/08 None— No action by the actuator. UP Up— Actuator motor moves to full scale value. DOWN Down— Actuator motor moves to zero value. USER User selected value— Actuator motor moves to a customer-selected value. * Allows setting of End Position Value. default = UP EndPos Parameter Definition/PDA HercuLink® Prompt 0 – 100 (in percent) END POSITION VALUE— (DIGINP USER only) Selects the motor position you want the actuator to go to when digital input signal present (contact closure). HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual 51 Set Up and Calibration Procedures Display Set Up Group Display Set Up Group Table 18 lists the parameters and selections availible for the SET DISPLAY group. Table 18 Display Set Up Group Parameters Actuator Lower Display Prompt Selections or Range of Setting DECIMAL POINT LOCATION— This selection determines where the decimal point appears in the display. DECMAL 8888 None 888.8 One Place default = 8888 Note: Be sure the selection agrees with the value to be displayed. If display value requires 4 whole digits, the decimal will not show. UNITS DISPLAY— Selects the units of the position display. EUNITS PCNT Percent— Shows actuator position as a percentage of span. (0 to 100%) DEG Degrees— Shows the actuator position in degrees of rotation. (0 to 150°) (90°) default = PCNT DISPLAY UNITS— Selects standard for unit values for the local display. UNITS SI ENGL default = ENGL 52 Parameter Definition/PDA HercuLink® Prompt SI— Display will show unit values in international (metric) units. (Temperature in degrees C, Date format: ddmmyy) English— Display will show unit values in U.S. units. (Temperature in degrees F, Date format: mmddyy) HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual Revision 7 7/08 Set Up and Calibration Procedures Lock Set Up Group Lock Set Up Group Table 19 lists the parameters and selections available for the SET LOCK group. Table 19 Lock Set Up Group Parameters Actuator Lower Display Prompt Selections or Range of Setting LOCKID 0 to 4095 default = 0 PASSWORD LOCK— 4-digit password can be selected to provide security access to calibration information, set up parameters and supervisory functions. Password can be a number from 0 to 4095. LOCK OUT FEATURE— Selects lockout security for calibration and supervisory functions, and set up groups. LOCK NONE None— No lockout of any calibration or set up groups. You select and change set up group values, and perform field calibration. CAL Calibration— Lockout for calibration groups SET CALINP, SET CALMTR, SET CALOUT and CAL POSOUT only. You can select and change set up group values. CONF Configuration— Lockout for calibration groups and set up group configuration. You can only scroll through and view set up group values. FULL Full— Lockout for calibration and all set up group values. Only SET LOCK and READ STATUS groups are accessible. default = NONE Manual / Auto— Allows the ability to lockout mode changes from the front panel. MAENAB DIS ENAB default = ENAB Revision 7 7/08 Parameter Definition/PDA HercuLink® Prompt Disabled— Disables the front panel auto / manual switch functionality. Enabled— Enables the front panel auto / manual switch functionality. HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual 53 Set Up and Calibration Procedures Lock Set Up Group Set/Change Password A password is required to disable the ability to readily change features of the actuator. Lock out of calibration capability and other supervisory functions can be controlled by using a password. The password can be any number from 0 to 4095. The password is set and/or changed by using the keys on the kepad and the local display. Follow the steps below to change the password. NOTE: The LOCK parameter must be set to NONE in order to change the password. Step Action 1 Press SET UP key until the display reads SET LOCK. 2 Press the FUNCTION key until the lower display reads LOCK. If the prompt in the upper display is flashing, a password is required to change the LOCK type, proceed to step 3. If the upper display is not flashing and you want to change the LOCK type, proceed to step 5. If the upper display is not flashing and you want to change the password proceed to step 3. 3 Press the FUNCTION key until the lower display reads LOCKID. 4 The upper display will show 0 (zero). Use the or correct password. See NOTE below on use of keys. keys to increment the number to the Note: If the password can not be recovered to allow user access, a universal password can be obtained by calling the Honeywell Tactical Assistance center. 5 Press the FUNCTION key, the lower display should read LOCK. The upper display should not be flashing. If it is repeat steps 3 & 4. 6 Use the or keys to change the LOCK type to the desired selection. If your not changing the password proceed to step 9. If your changing the password set the LOCK type to NONE and proceed to step 7. 7 8 9 Press the FUNCTION key until the lower display reads LOCKID. The upper display will show 0 (zero). Use the or new password. See NOTE below on use of keys. keys to increment the number to the Press FUNCTION key to view next parameter. Press DISPLAY to exit set up mode. (LOCK type has now been changed or Password is now set to new value). NOTE: When changing the value of the number, you can adjust a more significant digit in the upper display by holding in one key or and pressing the other or at the same time. The adjustment will move one digit to the left. Press the key again and you will move one more digit to the left. 54 HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual Revision 7 7/08 Set Up and Calibration Procedures Read Status Set Up Group Read Status Set Up Group Table 20 lists the parameters and selections available for the READ STATUS group. Table 20 Read Status Set Up Group Parameters Actuator Lower Display Prompt Selections or Range of Setting Parameter Definition/PDA HercuLink® Prompt FAILSAFE— Read Only. Shows whether actuator in failsafe. FAILSF NO No— Actuator not in failsafe. YES Yes— Actuator in failsafe, see Troubleshooting (page 105) RAM TEST DIAGNOSTIC— Read Only. Shows status of RAM test diagnostic. RAMTST PASS Pass— Test passed, no errors FAIL Fail— Test failed, see see Troubleshooting (page 105) SERIAL EEPROM TEST DIAGNOSTIC— Read Only. Shows status of serial electrically eraseable PROM test diagnostic. SEETST PASS FAIL Pass— Test passed, no errors Fail— Test failed, see Troubleshooting (page 105) CONFIGURATION TEST DIAGNOSTIC— Read Only. Shows status of Configuration test diagnostic. CFGTST PASS Pass— Test passed, no errors FAIL Fail— Test failed, see Troubleshooting (page 105) CALIBRATION TEST DIAGNOSTIC— Read Only. Shows status of Calibration test diagnostic. CALTST PASS Pass— Test passed, no errors FAIL Fail— Test failed, see Troubleshooting (page 105) Revision 7 7/08 HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual 55 Set Up and Calibration Procedures Drive Set Up Group Drive Set Up Group Table 21 lists the parameters and selections available for the SET DRVINF group. Table 21 Drive Set Up Group Parameters Actuator Lower Display Prompt Selections or Range of Setting Parameter Definition/PDA HercuLink® Prompt VERSON nnnn FIRMWARE VERSION— Read Only. Displays the firmware version currently in use by the actuator’s CPU. SPEED 6S 12 S 25 S 50 S 75 S STROKE SPEED— Read Only. The speed is the number of seconds it takes for the actuator shaft to move its full range of travel. 3.2 S 7.2 S 15 S 30 S 45 S STROKE SPEED— Read Only. The speed is the number of seconds it takes for the actuator shaft to move its full range of travel. 7.5 S 15 S 30 S 60 S 90 S STROKE SPEED— Read Only. The speed is the number of seconds it takes for the actuator shaft to move its full range of travel. 4.5 S 9S 18 S 36 S 54 S STROKE SPEED— Read Only. The speed is the number of seconds it takes for the actuator shaft to move its full range of travel. (150° @ 60hz) SPEED (90° @ 60hz) SPEED (150° @ 50hz) SPEED (90° @ 50hz) POWER INPUT VOLTAGE AND FREQUENCY— Read Only. Selects the power input voltage and line frequency of the actuator. POWER 1206 1205 2206 2205 ROTATION— Indicates the factory calibrated degrees of rotation. ROTATE 56 1206— 120Volts, 60Hz 1205— 120Volts, 50Hz 2206— 220Volts, 60Hz 2205— 220Volts, 50Hz 90 90— Factory calibrated for 90 degrees of rotation. 150 150— Factory calibrated for 150 degrees of rotation. TAG nnnnnn DMFG mmddyy * or ddmmyy TAG NAME— Selects the tag name or identifier of the actuator. Up to 6 alphanumeric characters. See “Set Tag Name” on next page. MANUFACTURING DATE— Read Only. Displays date code of manufacture for actuator. HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual Revision 7 7/08 Set Up and Calibration Procedures Drive Set Up Group Actuator Lower Display Prompt Selections or Range of Setting Parameter Definition/PDA HercuLink® Prompt LREP mmddyy * or ddmmyy DATE OF LAST REPAIR— Factory set only. Displays date of last repair. LCAL mmddyy * or ddmmyy DATE OF LAST FACTORY CALIBRATION— Factory set only. Displays date of last factory calibration REPAIR TYPE— Factory set only. Displays a repair code to identify the type of repair service previously performed. REPTYP NONE 01 02 03 04 05 06 07 08 09 10 11 12 13 None Future Non-contact Sensor Main CPU PWA repair Motor service Power Distribution PWA service Switch repair Relay service Gear service Service to repair water damage Service to repair damage caused by heat Service to repair due to over-voltage damage Actuator reconfigured Warranty Repair * NOTE: Date format is set by the UNITS parameter. See SET DISPLA set up group. Revision 7 7/08 HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual 57 Set Up and Calibration Procedures Drive Set Up Group Set Tag Name The actuator tag name can be an alphanumeric name up to six characters. The tag name is set by using the keys on the keypad and the local display. Follow the steps below to set the tag name. Step 58 Action 1 Press SET UP key until the display reads SET DRVINF. 2 Press the FUNCTION key until the upper display reads TAG. 3 The lower display contains six digits. A decimal point will be flashing at the leftmost digit for approximately three seconds. Then the decimal point shifts to the right and flashes for three seconds before shifting again to the right. This pattern repeats continuously. 4 Set the digit to the left of the flashing decimal point. Use the or keys to scroll through the character set of 0 through 9, the letters ‘a’ through ‘z’ and the letters ‘A’ through ‘Z’ . Scroll through until the desired character is displayed. 5 Wait for the decimal point to shift to the right and then scroll through using the until the next character is displayed. 6 Repeat for each character of the tag until the complete tag name is displayed. 7 Press the FUNCTION key to go to the next parameter, or press DISPLAY to exit set up mode. HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual or keys Revision 7 7/08 Set Up and Calibration Procedures Maintenance Set Up Group Maintenance Set Up Group The Maintenance set up group consists of information about actuator operation accumulated through time. This information (or maintenance statistics) can be used to evaluate actuator operation and determine predicted or scheduled maintenance periods. Table 22 lists the parameters and selections available for the SET MAINTENANCE group. Please note that maintenance statistics are written to the EEPROM every 8 hours. Therefore the statistics are saved in the event of a power interruption. Table 22 Maintenance Set Up Group Parameters Parameter Definition/PDA HercuLink® Prompt Actuator Lower Display Prompt Selections or Range of Setting TEMP nnnn F * ACTUATOR TEMPERATURE— Read Only. Displays the current internal temperature of the actuator. TEMPHI nnnn F * HIGH TEMPERATURE LIMIT— Displays the high temperature limit of the internal actuator temperature since it was last reset. TEMPLO nnnn F * LOW TEMPERATURE LIMIT— Displays the low temperature limit of the internal actuator temperature since it was last reset. hh:mm:ss † ACST † ACCUMULATED STALL TIME— Displays the accumulated stall time of the actuator motor since it was last reset. STARTS nnnn ACCUMULATED MOTOR STARTS— Displays the accumulated motor starts since it was last reset. Multiply 5 displayed value times 10 to get actual value. Range is 0 to 999,900,000. RLnCNT nnnn RELAY CYCLE COUNTS— Displays the accumulated cycle counts of a relay since it was last reset. One relay cycle is when a relay is energized and deenergized. Multiply 5 displayed value times 10 to get actual value. Range is 0 to 999,900,000. nnnn ACCUMULATED MOTOR STARTS— Displays the accumulated motor starts in the 1st 10% of motor span since it was last reset. See n = 1, 2, 3 or 4 REGNn n = 0 to 9 PDA users: The prompts are organized differently on your PDA’s HercuLink software. Grayed prompts are under Configuration, Maintenance. Non-grayed prompts are under Maintenance. ® Regions of Motor Travel (page 62). Multiply displayed value 5 times 10 to get actual value. Range is 0 to 999,900,000. TOTDEG Revision 7 7/08 nnnn TOTAL DEGREES OF MOTOR TRAVEL— Displays the total number of degrees of motor travel since it was last 5 reset. Multiply displayed value times 10 to get actual value. Range is 0 to 999,900,000. HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual 59 Set Up and Calibration Procedures Maintenance Set Up Group Actuator Lower Display Prompt Selections or Range of Setting DATSAV DIS ENAB Parameter Definition/PDA HercuLink® Prompt PDA users: The prompts are organized differently on your PDA’s HercuLink software. Grayed prompts are under Configuration, Maintenance. Non-grayed prompts are under Maintenance. ® MAINTENANCE DATA FORCED SAVE— Allows you to manually force a save of the current maintenance data values. DISABLE— Forced data save is disabled. ENABLE— Forced data save is enabled. PASSWRD nnnn PASSWORD— If a password has been activated, then a 4digit password is required to enable any of the functions below. NOTE: Password is set (or changed) from the Lock set up group. MAINTENANCE STATISTIC RESET— Allows reset of the following maintenance statistics: MANRST NONE None— No reset of maintenance statisitics STAL Stall— Resets accumulated stall time to zero. STRT Motor Starts— Resets the accumulated motor start counter to zero. REGNn n = 0 to 9 Motor Starts in the Region— Resets the selected motor span region counter to zero. TEMP Temperature Statistics— Resets the high / low temperature limit statistics. TDEG Total Degrees— Resets the total degrees of motor travel to zero. RELn n = 1, 2, 3 or 4 ALL SYST Relay Counts— Resets the selected accumulated relay cycle counter to zero. All— Resets all maintenance statistics to zero. SYST— Enables the system restart function. default = NONE 60 HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual Revision 7 7/08 Set Up and Calibration Procedures Actuator Lower Display Prompt Selections or Range of Setting LD CAL NONE Parameter Definition/PDA HercuLink® Prompt ® PDA users: The prompts are organized differently on your PDA’s HercuLink software. Grayed prompts are under Configuration, Maintenance. Non-grayed prompts are under Maintenance. INP MTR RESTORE CALIBRATION TYPE— Allows you to restore a calbration value to its factory calibration. Input — Restores input calibration to the factory calibration for the current configured input type. COUT Motor— Restores motor calibration to the factory calibration. ALL Output — Restores actuator output calibration to the factory calibration for the current configured output type. POS All — Restores input (for the type configured), motor and output (for the type configured) calibration to the factory calibration. default = NONE LD CFG DIS ENAB POS — Allows a position sensor field calibration to be stored as a factory calibration. This is to be used when a sensor is replaced in the field. See “Calibrate POS Output”. RESTORE DEFAULT FACTORY CONFIGURATION— Allows you to restore the factory default configuration. DIS — Restore disabled. default = DIS RESTRT DIS ENAB ENAB— Restore enabled. SYSTEM RESTART— Allows you to force the system to restart. DIS — Restart disabled. default = DIS ENAB— Restart enabled. Note: The MANRST function must be set to SYST. * Temperature units are displayed in degrees C or F, and are set by the UNITS parameter. See SET DISPLA set up group. † Note that the upper display contains the parameter name and the lower display contains the value. This is to allow for the display of hours: minutes: seconds. Revision 7 7/08 HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual 61 Set Up and Calibration Procedures Regions of Motor Travel Regions of Motor Travel The full span of motor travel can be 90° or 150° rotation. The span is divided into 10 regions of motor travel as shown in Figure 23 (regions are numbered 0 through 9). Maintenance statistics are accumulated on the total number of motor starts, as well as the total number of motor starts that occur in each region of travel. The statistics can be accessed in the maintenance set up group. The counts can also be reset to zero if desired. See the Maintenance Set Up Group for more information. The regions of travel are determined by the full span motor travel (90° or 150° rotation). If the actuator is set up to operate in a smaller range, for example between 40% and 80% of full span, the maintenance statistics will show motor starts only in regions 4 through 7. Percent of Span 0% Region of Travel 20% 0 1 40% 2 0o Degrees of Rotation 3 60% 4 5 80% 6 30o 7 8 100% 9 60o 90o Pe rc en t of S pa n 0% Regio n of Trave l 20% 0 1 4 0% 2 0o De gr ee s of R ot at io n 3 30 o 60% 4 5 8 0% 6 7 8 60 o 100% 9 150 o Figure 23 Regions of Motor Travel 62 HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual Revision 7 7/08 Set Up and Calibration Procedures CAL POSOUT Group CAL POSOUT Group The CAL POSOUT group is used to verify that the position sensor is operating and adjusted properly. This group allows the local display to indicate the output voltage of the position sensor. This display is used when verifying the POS sensor is operating and that it is properly calibrated. Table 23 shows the selections available for the CAL POSOUT group. Table 23 CAL POSOUT Group Parameters Actuator Lower Display Prompt Selections or Range of Setting Parameter Definition/PDA HercuLink Prompt CALPOS n.nnn POSITION SENSOR OUTPUT— Read Only. Displays the output voltage of the position sensor To access the display… Press Result SETUP until you see Upper Display = Lower Display = CAL POSOUT FUNCTION Upper Display = Lower Display = DIS CALPOS Upper Display = Lower Display = BEGN CALPOS Upper Display = Lower Display = n.nnn (sensor output in volts) POSOUT or key FUNCTION Revision 7 7/08 HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual 63 Set Up and Calibration Procedures Auto - Manual Drive Switch Auto - Manual Drive Switch The Auto - Manual switch is located on the side of the actuator case below the handwheel. The switch allows manual mode control of the actuator motor for set up, calibration and troubleshooting. Figure 24 shows an illustration of the Auto - Manual switch and Table 24 describes the switch settings. The Auto - Manual Drive switch setting overrides all input signals (analog signal and remote setpoint) and local display mode settings. When not in auto the manual LED will flash every second. CCW MANUAL OFF CW OFF A U T O AUTO - MANUAL DRIVE Figure 24 Auto - Manual Switch Table 24 Auto - Manual Switch Functions Switch Setting 64 Motor Drive Control AUTO Actuator moves according to signal input and set up configuration. CCW Actuator moves to the fully counterclockwise position. CW Actuator moves to the fully clockwise position. OFF Actuator is idle. HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual Revision 7 7/08 Set Up and Calibration Procedures Calibration Calibration Calibration of the HercuLine® 2000 Series Actuator may consist of calibrating the motor circuit that positions the actuator with 0/4-20mA input signal, calibrating the potentiometer or non-contact sensor, and calibrating the slidewire emulation output or the 0/4-20mA output signal. Typically, only a motor calibration is required for installation. Calibration is performed by connecting test equipment to the input terminals or output terminals and then using the keypad and display to step through the calibration group functions. ATTENTION Input calibration and output calibrations are performed at the factory and may not be necessary. Normally, you may only need to perform Calibrate Motor. Only qualified personnel should perform calibration. High voltages exist inside the actuator case. Do not touch the powered wires inside. Death or serious injury can occur. Equipment Needed The table below lists the equipment you will need to calibrate the HercuLine® 2000 input and output circuits. Procedure Input Calibration Equipment Needed • A calibrated signal source which can provide current (4 to 20 mA) or voltage (0 to 10 V) with an accuracy of 0.02% or better. • Two insulated copper leads for connecting the current source to the actuator. Output Calibration • A digital voltmeter with an accuracy of 0.01% or better. • A 250 ohm resistor 0.01% tolerance. Revision 7 7/08 HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual 65 Set Up and Calibration Procedures Calibration Calibration Set up Follow the steps below to set up the test equipment and actuator to verify calibration or perform calibration procedures. Step Action 1 Determine input type (current or voltage). 2 Set jumper W2 on main CPU board according to type of signal source. See Figure 27 on page 68 for jumper location. 3 Connect the copper leads from the signal source to the input terminals of the actuator as shown in Figure 25. 4 Place signal source output at zero and switch power on. 5 Connect a 250 ohm resistor across the Output terminals of the actuator and connect the DVM leads to the terminals. Actuator Calibrated Signal Source + - Terminal Block Input 5 4 - + Output 2 1 - + Digital Voltmeter + Internal 250 ohm resistor settable through Jumper W2 - 250 ohm resistor (supplied) Current Voltage Figure 25 Calibration Wiring Connections (non-slidewire emulation) 66 HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual Revision 7 7/08 Set Up and Calibration Procedures Calibration Actuator Digital Voltmeter Calibrated Signal Source + - + - Terminal Block Input 5 4 - + Output 2 1 3 - + FB Internal 250 ohm resistor settable through Jumper W2 Power Supply 1-18 VDC + - Current Voltage Figure 26 Calibration Wiring Connections (slidewire emulation) Revision 7 7/08 HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual 67 Set Up and Calibration Procedures Calibration Jumper W2 Figure 27 Jumper Location on CPU PWA Calibrate Input The HercuLine® 2001/2002 actuator accepts a variety of signal inputs. 1. 0 to 20 mA, or 4 to 20 mA 2. 0 to 5 Volts,1 to 5 Volts, or 0 to 10 Volts The input type is selected through the Input set up group using the local keypad. Refer to Figure 25 for the wiring connections and follow the procedure in Table 25 to calibrate the input circuit of the HercuLine® 2001/2002 actuator. ATTENTION For an input calibration to be saved, you must complete the procedure. The calibration will not be saved if you exit without completing the steps of the procedure. To exit calibation mode, press DISPLAY or SETUP keys. 68 HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual Revision 7 7/08 Set Up and Calibration Procedures Calibration Table 25 Input Calibration Procedure Step 1 Operation Enter Calibration Mode Press SETUP until you see Upper Display = Lower Display = CAL INPUT FUNCTION Upper Display = Lower Display = DIS CAL IN Upper Display = Lower Display = BEGN CAL IN Upper Display = Lower Display = APLY INZERO or 2 Calibrate Zero (0%) Result key FUNCTION • Adjust the signal source to an output value equal to 0% range value. • Wait 5 seconds, then go to step 3. 3 Calibrate Span (100%) FUNCTION Upper Display = Lower Display = APLY INSPAN • Adjust the signal source to an output value equal to 100% range value. • Wait 5 seconds, then go to step 4. 4 FUNCTION Calibration for zero and span input values are now saved. Input calibration is complete. NOTE: The display will automatically go to the CAL MOTOR set up display. See Table 26. You may also exit calibation mode by pressing the DISPLAY or SETUP keys. ATTENTION: When calibrating the motor to a short stroke range, you must reset the end-of-travel limit switches. See Setting End-of-Travel Limit Switches. Revision 7 7/08 HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual 69 Set Up and Calibration Procedures Calibration Calibrate Motor Use the procedure in Table 26 to calibrate the actuator motor for 0% and 100% input signal ATTENTION For a motor calibration to be saved, you must complete the procedure. The calibration will not be saved if you exit without completing the steps of the procedure. ATTENTION When calibrating the motor to a short stroke range, you must reset the end-of-travel limit switches. See Setting End-of-Travel Limit Switches. Table 26 Motor Calibration Procedure Step 1 Operation Enter Calibration Mode Press SETUP until you see Upper Display = Lower Display = CAL MOTOR FUNCTION Upper Display = Lower Display = DIS CALMTR Upper Display = Lower Display = BEGN CALMTR Upper Display = Lower Display = APLY MTR LO or 2 Calibrate Zero (0%) Result key FUNCTION • Use the Handwheeel or AUTO/MANUAL switch to manually drive the actuator motor to its low position. • Wait 5 seconds, then go to step 3. 3 Calibrate Span (100%) FUNCTION Upper Display = Lower Display = APLY MTR HI • Use the Handwheeel or AUTO/MANUAL switch to manually drive the actuator motor to its high position. • Wait 5 seconds, then go to step 4. 4 FUNCTION Calibration for zero and span motor positions are now saved. Motor calibration is complete. NOTE: The display will automatically go to the CAL CURENT set up display. See Table 27. You may also exit calibation mode by pressing the DISPLAY or SETUP keys. 70 HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual Revision 7 7/08 Set Up and Calibration Procedures Calibration Calibrate Output HercuLine® 2001/2002 actuator can be one of three output types: 1. 0 to 20 mA, or 4 to 20 mA output 2. 0 to 5 Volts, or 1 to 5 Volts with 250 ohm range resistor 3. Slidewire emulation. The output signal range is selected through the Current Out set up group using the keypad and local display. 0/4-20 mA Output The HercuLine® 2001/2002 Actuator comes already calibrated from the factory. If it becomes necessary to do a calibration in the field, adjust the output using the procedure in Table 27. Refer to Figure 25 for a diagram to connect a signal source to the actuator input and a DVM to measure actuator output signal. This procedure provides the steps to calibrate the actuator for a 4 to 20mA output. If you are using another output type, change the procedure accordingly. ATTENTION For an output calibration to be saved, you must complete the procedure. The calibration will not be saved if you exit without completing the steps of the procedure. To exit calibation mode, press DISPLAY or SETUP keys. Table 27 Output Calibration Procedure Step 1 Operation Enter Calibration Mode Press SETUP until you see Upper Display = Lower Display = CAL CUR OUT FUNCTION Upper Display = Lower Display = DIS CALOUT Upper Display = Lower Display = BEGN CALOUT or Revision 7 7/08 Result key HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual 71 Set Up and Calibration Procedures Calibration Step Operation Press Result 2 Calibrate Zero (0%) FUNCTION Upper Display = Lower Display = xxx ZERO • Read meter connected to actuator output. or key • Adjust actuator output to a value equal to 0% output as read from the DVM. NOTE: Typically for a 4 mA output, the display will show a value of approximately 382. A lower limit value is imposed on the zero output. If the value is 357 or lower, the actuator will not allow you to calibrate the zero output. The value must be larger than 357 for a valid calibration. 3 Calibrate Span (100%) FUNCTION Upper Display = Lower Display = xxxx SPAN • Read meter connected to actuator output. or key • Adjust actuator output to a value equal to 100% output as read from the DVM. • NOTE: Typically for a 20 mA output, the display will show a value of approximately 1887. FUNCTION 4 Calibration for zero and span output values are now stored. Output calibration is complete. Slidewire Emulation The HercuLine® 2001/2002 Actuator comes already calibrated from the factory. If it becomes necessary to do a calibrationin the field, adjust the output using the procedure in Table 28. Refer to Figure 26 for a diagram to connect a signal source to the actuator input and a DVM to measure actuator output signal. ATTENTION For a slidewire emulation output calibration to be saved, you must complete the procedure. The calibration will not be saved if you exit without completing the steps of the procedure. To exit calibration mode, press DISPLAY or SETUP keys. 72 HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual Revision 7 7/08 Set Up and Calibration Procedures Calibration Table 28 Slidewire Emulation Calibration Procedure Step Operation Enter Calibration Mode 1 Press SETUP until you see Upper Display = Lower Display = CAL OUTPUT FUNCTION Upper Display = Lower Display = DIS CALOUT Upper Display = Lower Display = BEGN CALOUT Upper Display = Lower Display = xxx ZERO or Calibrate Zero (0%) 2 Result key FUNCTION xxx = arbitrary number assigned by software or Calibrate Span (100%) 3 key FUNCTION Adjust actuator output voltage using down key until value on DVM ceases to change, then press up key until value on DVM moves up one digit Upper Display = Lower Display = xxxx SPAN xxx = arbitrary number assigned by software or key FUNCTION key until value on DVM Adjust actuator output voltage using down key until value on DVM ceases to change, then press moves down one digit Calibration for zero and span output values are now stored. Slidewire Emulation Output Calibration is complete. Read meter connected to actuator output. Calibrate Position Sensor ATTENTION The Position Sensor is factory calibrated. Under normal operation it does not require calibration. Sensor calibration may be necessary due to any of the following conditions: • The sensor output is incorrect, • The position sensor in the actuator has been replaced, • The position sensor adjustment has been disturbed. When the position sensor has been replaced (or serviced), you should perform a calibration of the position sensor circuit and then store it as the motor factory calibration. Please note that performing this procedure will destroy any previously stored motor factory calibration values. Table 29 outlines the steps to perform a calibration to the position sensor circuit. Revision 7 7/08 HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual 73 Set Up and Calibration Procedures Calibration While the unit is powered, a potentially lethal shock hazard exists inside the case. Table 29 NCS Position Sensor Calibration Procedure Step Action 1 Remove AC power to the actuator. 2 Remove the six screws and the top cover from the actuator case. See Figure 2. Lay extended cover assembly on a flat surface. Remove relay cards if present. 3 Reapply AC power to the actuator. 4 Press SET UP key to access the INPUT set up group. Press FUNCTION key until the lower display reads Direct. Press the or keys to set Actuator Rotation direction to CCW. NOTE: Actuator direction must be set to CCW for this procedure. Direction can be changed after calibration is complete. 5 Drive the actuator to the 50% position (this refers to the position on the actuator scale for CCW rotation). This should be done manually with the handwheel or with the AUTO - MANUAL switch. 6 Press SET UP key until the display reads CAL POSOUT. Press the FUNCTION key until the dispaly reads DIS CALPOS. Press the or keys until the lower display reads BEGN CALPOS. Press FUNCTION key. The upper display now shows the output of the position sensor in Volts. 7 Loosen the allen screw in the hub of the NCS spoiler just enough to be able to rotate the spoiler. See Figure 28. 8 Adjust the NCS spoiler so that the voltage in the local display is 2.500 ± 0.010 volts dc. The allen screw should be almost in a vertical position. The bottom edge of the spoiler should almost be horizontal in relation to the NCS PWA. See Figure 28. 9 Tighten NCS spoiler set screw with an allen wrench, holding spoilers located on each side of the NCS PWA in position. IMPORTANT: Spoilers need to be held in position both rotationally and longitudinally along the drive shaft extension. An air gap must be maintained between the surface of the PWA and each spoiler. (Any plastic or paper insulating material may be used to create this gap while positioning the spoilers). Make sure that neither spoiler is touching the sensor PWA when the adjustment is complete. 74 10 Press DISPLAY key to exit calibration mode. 11 Remove AC power to the actuator. Reinstall relay cards If present. 12 Install a new gasket and replace extended cover. Secure to actuator with screws. 13 Continue with calibration procedure in Table 31. HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual Revision 7 7/08 Set Up and Calibration Procedures Calibration NCS set screw NCS PWA Relay PWA card guides (relay PWAs removed) NCS Spoiler (shown at full 150 degree travel CCW) Figure 28 Location of NCS Assembly Revision 7 7/08 HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual 75 Set Up and Calibration Procedures Calibration Table 30 Potentiometer Position Sensor Calibration Procedure Step Action 1 Remove AC power to the actuator. 2 Remove the six screws and the top cover from the actuator case. See Figure 2. Lay extended cover assembly on a flat surface. Remove relay cards if present. 3 Reapply AC power to the actuator. 4 Press SET UP key to access the INPUT set up group. Press FUNCTION key until the lower display reads Direct. Press the or keys to set Actuator Rotation direction to CCW. NOTE: Actuator direction must be set to CCW for this procedure. Direction can be changed after calibration is complete. 5 Drive the actuator to the 50% position (this refers to the position on the actuator scale for CCW rotation). This should be done manually with the handwheel or with the AUTO - MANUAL switch. 6 Press SET UP key until the display reads CAL POSOUT. Press the FUNCTION key until the dispaly reads DIS CALPOS. Press the or keys until the lower display reads BEGN CALPOS. Press FUNCTION key. The upper display now shows the output of the position sensor in Volts. 76 7 Loosen the set screw at the end of the switch camshaft where the potentiometer connects to the shaft. 8 Using pliers, adjust the white plastic knob on the back side of the potentiometer so the voltage in the local display is 2.500 ± 0.010 volts dc. 9 Tighten set screw with an allen wrench. 10 Press DISPLAY key to exit calibration mode. 11 Remove AC power to the actuator. Reinstall relay cards If present. 12 Install a new gasket and replace extended cover. Secure to actuator with screws. 13 Continue with calibration procedure in Table 31. HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual Revision 7 7/08 Set Up and Calibration Procedures Calibration Potentiometer position sensor Mounting bracket Figure 29 Location of potentiometer position sensor Table 31 Load Position Sensor Factory Calibration Step Action 1 Reapply AC power to the actuator. 2 Press SET UP key to access the MAINT set up group. Press the FUNCTION key until the display reads LD CAL. Press the 3 or keys until the display reads POS. Perform the Calibrate Motor procedure exactly as in Table 26 Motor calibration must be performed for the factory configured full span range (0-100%). ATTENTION When calibrating the motor to a short stroke range, you must reset the end-of-travel limit switches. See Setting End-of-Travel Limit Switches. 4 Revision 7 7/08 When motor calibration is complete, the calibration is now stored as the factory calibration of the actuator motor. HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual 77 Set Up and Calibration Procedures Setting End-of-Travel Limit Switches Setting End-of-Travel Limit Switches ATTENTION Referring to Figure 31. The first two cams (starting from the front) are for the 0% and 100% limit switches (Switch #1 and Switch #2) and should not need any adjustments as they are factory set to stop the drive at 0% and 100%. See Figure 30 for limit switch settings. END OF TRAVEL LIMIT SWITCH S ETTINGS (FACTORY SET A T 0% AND 100%) LEFT HAND POINTER SCALE 14 SW#1 100% 0% 8 (SW1 COM) NC 9 (SW2 COM) 7 Clockwise Rotation 5 SW#2 NC 15 Counterclockwise Rotation Clockwise andcounterclockwise counterclockwise rotation thethe direction of the shaft when Clockwise and rotationis is direction of output the output shaft facing the end theof shaft. shown, clockwise rotationrotation of the output shaft when facing the of end the As shaft. As full shown, clockwise of the output activates SW1 and CCW rotation activates SW2. shaft activates SW 1 (at 0% on the left hand pointer scale) and CCW rotation activates SW 2 (at 100% on the left hand pointer scale). Terminal numbers are next to the circles. Figure 30 End of Travel Limit Switch Settings REFERENCE An unactuated switch will have its normally closed (NC) contacts closed and its normally open (NO) contacts open. An actuated switch will have its NC contacts become open and its NO contacts become closed. Both NC and NO contacts are available at the terminal block. See Figure 8 (page 18) and Figure 9 (page 19). An unactuated switch has its roller arm in the up position when adjacent to the reduced diameter portion of the cam. If it becomes necessary to do adjust the limit switch cams in the field, use the procedure given in Table 32. While the unit is powered, a potentially lethal shock hazard exists inside the case. 78 HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual Revision 7 7/08 Set Up and Calibration Procedures Setting End-of-Travel Limit Switches Table 32 End-of-Travel Limit Switch Setting Procedure Step Action 1 Remove AC power to the actuator. 2 Remove the six screws and the cover from the actuator case. See Figure 2. Lay cover assembly on a flat surface. 3 Using a flat blade screwdriver in the slots at the edge of the cams, or your finger, rotate the cams until the switches are set. (See Figure 31). • Rotate the actuator shaft, using the manual handwheel or the auto-manual switch, to the 0% position (this is the 0% for CCW operation using the bottom scale or 100% for CW operation using the top scale). If the actuator is installed on a damper or valve, also make sure that this position is synchronized with the travel of the final control element. • Rotate the #1 limit switch operating cam to activate at this position. The switch roller arm should go from being in an up, not depressed state, to a depressed state as the cam is rotated in the direction of the shaft rotation going toward the limit position. This will cause the switch to go from NC to NO and turn off the power to the motor when the switch activates. Switch activation may be detected by the clicking sound or with a continuity tester connected to the terminals. • Rotate the actuator shaft, using the manual handwheel or the auto-manual switch, to the 100% position (this is 100% for CCW operation using the bottom scale or 0% for CW operation using the top scale). If the actuator is installed on a damper or valve, also make sure that this position is synchronized with the travel of the final control element. • Rotate the #2 limit switch operating cam to activate at this position. The switch roller arm should go from being in an up, not depressed state, to a depressed state as the cam is rotated in the direction of the shaft rotation going toward the limit position. This will cause the switch to go from NC to NO and turn off the power to the motor when the switch activates. • If optional auxiliary switches were ordered, these switches may also be set at this time. (See Setting Auxiliary Switches (page 81). 4 Revision 7 7/08 Double check limit switch actuation by first manually driving the actuator to each end of travel and hearing the switch click or by detecting it with a continuity tester. Secondly, drive the actuator to both ends of travel (using the auto/manual switch or by providing minimum and full input signal) and make sure the switches activate and turn off the motor. HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual 79 Set Up and Calibration Procedures Setting End-of-Travel Limit Switches ATTENTION Make sure you do not to set the switches too close to the hard stop. Relay PWAs Relay #1 Relay #2 Relay #3 Relay #4 Aux switch #1 Aux switch #2 Aux switch #3 Aux switch #4 End of travel switch #1 (stops CW rotation) End of travel switch #2 (stops CCW rotation) Figure 31 Location of End-of-Travel Limit and Auxiliary Switches 80 HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual Revision 7 7/08 Set Up and Calibration Procedures Setting Auxiliary Switches Setting Auxiliary Switches ATTENTION Referring to Figure 31. The first two cams (starting from the front) are for the 0% and 100% end of travel limit switches (Switches #1 and #2) and should not need any adjustments as they are factory set to stop the actuator precisely at 0% and 100%. See Setting End-of-Travel Limit Switches (page 78). Additional switch settings should be set so that switch #3 operates in synchronism with switch #1 (i.e., both activating when the actuator is going in the same direction) and switch #4 to operates in synchronism with switch #2, etc. See Figure 32 for auxiliary switch settings. LEFT HAND POINTER SCALE SW #3 17 (SW3 COM) 18 NO 19 24 25 SW #6 (SW 6 COM) 26 23 (SW5 COM) NC NC SW #4 SW #5 100% 0% NO 20 (SW4 COM) 16 NO 22 NC NC 21 NO 27 Figure 32 Auxiliary Switch Settings If it becomes necessary to do adjust the auxillary switch cams in the field, use the procedure given in Table 33. While the unit is powered, a potentially lethal shock hazard exists inside the case. Revision 7 7/08 HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual 81 Set Up and Calibration Procedures Setting Auxiliary Switches Table 33 Auxiliary Switch Setting Procedure Step Action 1 Remove AC power to the actuator. 2 Remove the six screws and the cover from the actuator case. See Figure 2. Lay cover assembly on a flat surface. 3 Using a flat blade screwdriver on the slots on edge of cams, or your fingers, rotate the cams until the switches are set. (See Figure 31) • The auxiliary switches should be set so switches #3 and #5 operate in synchronism with switch #1 (i.e., both activating when the drive is going in the same direction) and set switches #4 and #6 to operate in synchronism with switch #2. See Figure 32 for auxiliary switch settings. 4 For Switches #3 and #5: • Rotate the actuator shaft, using the manual handwheel or the auto-manual switch, to the desired low scale position. • Rotate the #3 switch operating cam to activate at this position. The switch roller arm should go from being in an up, not depressed state, to a depressed state as the cam is rotated in the direction of the shaft rotation going toward the limit position. This will cause the switch to go from NC to NO and turn off the power to the motor when the switch activates. Switch activation may be detected by the clicking sound or with a continuity tester connected to the terminals. • Repeat for Switch #5 if applicable. 5 For Switches #4 and #6: • Rotate the actuator shaft, using the manual handwheel or the auto-manual switch, to the desired up scale position. • Rotate the #4 switch operating cam to activate at this position. The switch roller arm should go from being in an up, not depressed state, to a depressed state as the cam is rotated in the direction of the shaft rotation going toward the limit position. This will cause the switch to go from NC to NO and turn off the power to the motor when the switch activates. • Repeat for Switch #6 if applicable. 6 82 Double check limit switch actuation by first manually driving the actuator to each end of travel and hearing the switch click or by detecting it with a continuity tester. Secondly, drive the actuator to both ends of travel (using the auto/manual switch or by providing minimum and full input signal) and make sure the switches activate and turn off the motor. HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual Revision 7 7/08 Start-Up/Operation Introduction Start-Up/Operation Introduction After the actuator is completely installed, wired, and the preliminary adjustments made, it is advisable to check the operation of the actuator and controlled device before placing it in service. In other words, operate the controlled device and check its direction of travel in response to an increase of the input signal and make sure it is correct for the process. Actuators having the optional auto-manual switch must have the knob set in the AUTO position. This section provides a checklist that can be used to do a walk-through with the actuator before it is actually used for control. Other features which may be helpful in understanding actuator operation are also provided. Power-up Diagnostics When power is applied to the actuator, the actuator electronics performs a diagnostic routine on various device components. These tests include a: • RAM diagnostic (RAMTST), • Check of the electrically eraseable PROM (SEETST), • Verification that valid parameter values are in the actuator configuration (CFGTST), • Verification of valid calibration values (CALTST) • Test of the local display and LED indicators (all display segments and LED indicators light simultaneously). The local display shows the status of the diagnostics as they are completed during power up. TEST DONE is shown on the display when diagnostics are complete and actuator should be in AUTO mode. See Table 20 for more information on the power up diagnostics. Operations Checklist To make sure that the actuator is properly installed and set up for your particular application, you should check and verify the following: • Verify that the configuration is correct for your application by stepping through all set up groups and checking the setting of all set up parameters. • Verify operation of end-of-travel limit switches. • Verify operation of auxiliary switches or relay function (if installed). • Check operation of AUTO - MANUAL DRIVE switch (if present), by setting the knob to the CW and CCW - MANUAL positions. The output shaft should rotate in the direction indicated by the knob. The LED indicator on the local display should also indicate the actuator is in manual mode. Revision 7 7/08 HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual 83 Start-Up/Operation Operating Displays Operating Displays Pressing the DISPLAY key cycles the display through a number of operating parameters. Table 34 shows a number of sample displays that can be shown during operation. Table 34 Typical Operating Displays Display Description Input— Upper Display = Shows input value Lower Display = prompt Output— Upper Display = Shows input value Lower Display = Shows output value Deviation— Upper Display = Shows input value Lower Display = Shows value of deviation of sensor from input. Position— Upper Display = Shows value of position sensor. Lower Display = prompt 0.0 INP 00 OP 0.5 100.0 DE 99.9 0.6 POS NOTE: Position display will show negative values, if appropriate. NOTE: When the AUTO/MANUAL key is pressed, placing the actuator in manual mode, the local display mode is forced to the Position display (POS). The Manual L.E.D. indicator should be lit. When the AUTO/MANUAL key is pressed again, placing the actuator in auto mode, the local display mode is forced to the Output display (OP). The Auto L.E.D. indicator should be lit. Set up parameters can still be accessed. Motor Stall The actuator is equipped with a low current motor that prevents against burnout if the motor becomes stalled. A stall condition occurs when the motor position does not follow the input, or if the motor does not reach setpoint within a given period of time. When the stall condition occurs, a stall alarm is indicated. The actuator sets the STALLED LED indicator ON and also any other alarms or relay contacts that are programmed to close whenever a stall condition is detected. The motor drive for the indicated direction is shut off approximately 3 minutes after the stall alarm is indicated. Also, the appropriate CW/CCW LED direction indicator is turned OFF. The maintenance statistic for accumulated stall time gets updated during the stalled condition. To reactivate the drive in the stalled direction, change the position of the drive to the opposite direction and set at a point below where the stall originally occurred, then start the drive in the stalled direction. Note: A stall condition is not detected if a limit end of travel limit switch is activated while the motor is moving toward the setpoint, or if the motor position is within 0.5% of calibrated motor 0% and 100% end points.” 84 HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual Revision 7 7/08 Start-Up/Operation Position Sensor Operation Position Sensor Operation On HercuLine® 2000 and HercuLine® 2001 the potentiometer position sensor is a sealed film pot that is directly coupled to the output shaft. On HercuLine® 2002 the non-contact sensor (NCS) is inductively coupled to the output shaft of the actuator so that the sensor detects shaft position. The sensor is adjusted at the factory and under normal conditions and requires no adjustment. A simple check can verify that the sensor working properly and that it is in adjustment. Verification of the output is performed by setting the drive motor to its zero, midpoint and 100% positions and observing the output voltage of the sensor. The actuator has a feature that the sensor output voltage can be read from the local display. Step Action 1 Drive the motor to 50% position. 2 Press SET UP key on the keyboard until the display reads CAL POSOUT. Press FUNCTION key until the display reads DIS CALPOS. Press the or keys until the display reads BEGN CALPOS. Press the FUNCTION key. Upper Display = n.nnn (Output voltage of the sensor) Lower Display = POSOUT 3 The display should read 2.500 +/– 0.012 Volts for both 90° and 150° operation. 4 Press DISPLAY key and then drive the motor to zero position. Repeat Step 2. The display should read 1.600 +/– 0.060 Volts for 90° operation; 1.000 +/- 0.060 volts for 150° operation. 5 Press DISPLAY key and then drive the motor to 100% position. Repeat Step 2. The display should read 3.400 +/– 0.060 Volts for 90° operation; 4.000 +/- 0.060 volts for 150° operation. 6 If the sensor needs adjustment, refer to the “Calibrate Non-Contact Sensor” procedure in Table 29 (page 74). Remote Setpoint Operation The HercuLine® 2001/2002 actuator can be set up to receive a digital input from a remote source. The actuator uses RS485 communications that supports digital Modbus RTU protocol. Press the SET UP key to select the Input set up group. Change the Input Type to Remote Setpoint (R_SP). Make the necessary connections to terminals 6, 7, 8 on the actuator terminal block. See Figure 33. Communicaton parameters should be set to the same values as the host device. The actuator communication parameters are accessed in the Communications Set Up group. There are some restrictions to actuator operation when remote setpoint input is active. In order to provide a bumpless transfer when switching from one input signal type to remote setpoint, the actuator will use the last known analog input value as its setpoint when switching to remote setpoint input operation. No input filtering is active on the input signal to the actuator. Revision 7 7/08 HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual 85 Start-Up/Operation Remote Setpoint Operation Actuator Terminal Block 6 + 7 - 8 9 SHIELD COM M UNICATION COM 10 INP DIGITAL INPUT Figure 33 Terminal Block Connections for Modbus Communications 86 HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual Revision 7 7/08 Maintenance Introduction Maintenance Introduction There is some basic maintenance that is recommended for the HercuLine® 2000 Series Actuators. The electronic PWAs within the actuator require no maintenance or servicing under normal conditions. If there is a problem, refer to information in this section or to Troubleshooting (page 105) . Basic Maintenance Position Sensor Under normal conditions the position sensor does not require maintenance. Main Gear Lubrication Under normal operating conditions, the main worm gear should not require maintenance. Spur Gear Lubrication Honeywell recommends that during major shutdown periods the spur gears should be inspected and lubricated. Follow the steps in Table 35 to access the spur gear compartment and lubricate the gears if necessary. Disconnect power before opening the actuator case to inspect the actuator gears. A potentially dangerous pinch hazard exists inside the case if the unit is open while powered. Table 35 Spur Gear Lubrication Procedure Step Revision 7 7/08 Action 1 Remove AC power from actuator. 2 Remove the six screws and the bottom cover of the actuator case. See Figure 34. 3 Inspect the final spur gear, the idler gear and motor pinion for excessive wear and adequate lubrication. See Figure 34. 4 If needed, use Texaco Starplex 2 EP grease, or equivalent and apply lubricant to assure that the gears are adequately protected. 5 Install a new gasket and replace side cover. Secure to actuator with screws. 6 Restore actuator to service. HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual 87 Maintenance Basic Maintenance Bottom cover Gears Idler spur gear Final output spur gear Motor pinion gear Figure 34 Spur Gear Location 88 HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual Revision 7 7/08 Maintenance Replacement Procedures Replacement Procedures Fuse Replacement The motor drive circuit contains two fuses. They are located on the power distribution PWA. If it becomes necessary to replace these fuses, follow the procedure in Table 36 and refer to Figure 36 for fuse location. Disconnect power before opening the actuator case to replace the fuse(s). A potentially lethal shock hazard exists inside the case if the unit is opened while powered. Table 36 Motor Drive Fuse Replacment Procedure Step Action 1 Remove AC power from actuator. 2 Remove the 6 screws and the extended cover of the actuator case. See Figure 35. 3 Lay assembly down on a flat surface. 4 Remove connectors from CPU and power distribution PWA. 5 Remove power distribution PWA. 6 Locate the two fuses on the power distribution PWA. See Figure 36. Carefully remove and replace fuse(s) with Wickmann T1 type 6A 250V, or equivalent (not available from Honeywell). 7 Reinstall power distribution PWA. 8 Reconnect connectors to CPU and power distribution PWA. 9 Install a new gasket and replace extended cover. Secure to actuator with screws. Relay connector #1 Relay connector #2 Relay connector #3 Relay connector #4 }Relay PWA#1 }Relay PWA#2 Power distribution PWA CPU connections Figure 35 Power Distribution PWA and Relay PWA Locations Revision 7 7/08 HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual 89 Maintenance Replacement Procedures Fuses for Motor Drive Circuit Power Distribution PWA Figure 36 Motor Drive Circuit Fuses Relay PWA Replacement If a relay PWA needs to be replaced, follow the procedure in Table 37 to access and replace the PWA. Disconnect power before opening the actuator case. A potentially lethal shock hazard exists inside the case if the unit is opened while powered. Table 37 Relay PWA Replacement Procedure Step 90 Action 1 Remove AC power from actuator. 2 Remove the six screws and the cover of the actuator case. See Figure 35. 3 Lay assembly down on a flat surface. 4 Disconnect the wire connector from the relay PWA. 5 Carefully remove the relay PWA. Pry the locking tabs of the card guides away to unlock the PWA and slide it out from the card guides. 6 Install the replacement relay PWA by sliding it into the card guides until it mates with the backplane board. Locking tabs on the card guides will engage to secure the PWA in place. 7 Plug in wire connector to relay PWA. 8 Install a new gasket if needed and replace cover. Secure to actuator with screws. HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual Revision 7 7/08 Replacement/Upgrade/Accessory Kits Replacement Kits Replacement/Upgrade/Accessory Kits Replacement Kits This section provides you with a complete list of all the spare parts that may be needed for the HercuLine® 2000 Series Actuators and optional equipment. To determine which kit you need, cross-reference Figure 37 through Figure 41 with Table 38 on page 96. Each kit contains replacement parts accessories and instructions for component replacement. 11 12 6,7 ,8 14 11 14 Figure 37 Replacement Kits 6, 7, 8, 11, 12, 14 Revision 7 7/08 HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual 91 Replacement/Upgrade/Accessory Kits Replacement Kits 10 Figure 38 Replacement Kit 10 92 HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual Revision 7 7/08 Replacement/Upgrade/Accessory Kits Replacement Kits 1 15 19 4,5,9 2 16 3 Figure 39 Replacement Kits 1, 2, 3, 4, 5, 9, 15, 16, 19 Revision 7 7/08 HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual 93 Replacement/Upgrade/Accessory Kits Replacement Kits 13 Figure 40 Replacement Kit 13 94 HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual Revision 7 7/08 Replacement/Upgrade/Accessory Kits Replacement Kits 17, 18 Figure 41 Replacement Kits 17, 18 Revision 7 7/08 HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual 95 Replacement/Upgrade/Accessory Kits Replacement Kits See Figure 37 through Figure 41 for drawings of replacement kit contents. Table 38 Replacement kits Qty/Unit Part Number Description Figure ID # 51450802-503 Relay Kit 1 Description Figure ID # CPU Kit 2 2 Relay Pwa 4 Plug 03 Position 1 Top Cover Gasket Qty/Unit Part Number 51451397-501 1 HercuLine CPU Bd Assembly 1 Plug, 10 Pos 1 Label Phonix Connector 1 To 10 1 Insulator 4 Pin, Snap Lock, .125 X .187 Lg 1 Top Cover Gasket Qty/Unit 1 Qty/Unit ® Part Number Description Figure ID # 51452302-501 PROM Kit 2 Part Number Description Figure ID # Backplane Kit 3 51451424-501 HercuLine Backplane Assy ® 1 1 Card Guide Assy 1 Card Guide 4 Split Washer 4 Machine Screw-Pan Head-Slotted 4 Screw,Trilob Philph #4-20x.38 1 Top Cover Gasket Qty/Unit Part Number Description Figure ID # 51451656-505 1000 Ohm Potentiometer Kit 90 Degrees (HercuLine® 2000) 4 1 Pot 1 K Double 90 Degree 2 #6-32 Hex Nut N 2 #6 Washer 2 #6 Lock Washer 2 Machine Screw-Pan Hd-Cross Rec 1 Top Cover Gasket Kit Instruction# 62-86-33-38 96 HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual Revision 7 7/08 Replacement/Upgrade/Accessory Kits Replacement Kits Qty/Unit Part Number Description Figure ID # 51451656-506 1000 Ohm Potentiometer Kit 150 Degrees (HercuLine® 2000) 5 1 Pot 1 K Double 150 Degree 2 #6-32 Hex Nut N 2 #6 Washer 2 #6 Lock Washer 2 Machine Screw-Pan Hd-Cross Rec 1 Top Cover Gasket Kit Instruction# 62-86-33-38 Qty/Unit Part Number Description Figure ID # 50018180-501 Upgrade to Non Contact Position Sensor (HercuLine® 2001) 6 1 PCB Assembly 4 Screws SEMS #4-40 x .310 lg 1 Gasket 1 Cable Assembly 1 RVI T-Z Setup Gage 1 Bracket Molding 1 Stainless Steel Pin 1 Set Screw 3/32 x 4-40 Kit Instruction# 62-86-33-46 Qty/Unit Part Number Description Figure ID # 51452342-501 10K Ohm Potentiometer Kit (HercuLine® 2001) 9 1 Position Sensor SA2001 2 #6-32 Hex Nut N 2 #6 Washer 2 #6 Lock Washer 2 Machine Screw-Pan Hd-Cross Rec 1 Top Cover Gasket Kit Instruction# 62-86-33-40 Qty/Unit Part Number 515000657-502 Description Rvit-Z Ncs Replacement Kit 1 Ncs, Rvit-Z Pwa 0-150 4 Machnl 1 Top Cover Gasket Revision 7 7/08 Figure ID # 19 4-40 X .31 Pnslstl HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual 97 Replacement/Upgrade/Accessory Kits Replacement Kits Qty/Unit Part Number Description Figure ID # 51452174-501 Crank Arm Kit 6 1 Crank Arm 1 Screw,Hex Hd,1 3/4 X 1/4-20 1 Kllwss1/4sp 1 Nut Nmsndc 1/4-20 Qty/Unit Part Number Description Figure ID # 50011455-501 120vac/60HZ Motor Kit 7 1 Motor 120v,50/60 Hz, 1 Capacitor, 3 µfd 400Vac 1 Cable plus Resistor assembly, 600 Ohm 1 Resistor Bracket 4 Split Washer M5 4 M3 X 5mm lg screw w/ext tooth lock washer 4 Socket head cap screw-M5 x 12 1 Top Cover Gasket Kit Instruction# 62-86-33-36 Qty/Unit Part Number Description Figure ID # 50011455-502 120vac/50HZ Motor Kit 7 1 Motor 120v,50/60 Hz, 1 Capacitor, 4.0 µfd 400Vac 1 Cable plus Resistor assembly, 400 Ohm 1 Resistor Bracket 4 Split Washer M5 4 M3 X 5mm lg screw w/ext tooth lock washer 4 Socket head cap screw-M5 x 12 1 Top Cover Gasket Kit Instruction# 62-86-33-36 Qty/Unit Part Number Description Figure ID # 50011455-503 240VAC/50/60HZ Motor Kit 7 1 Motor 240v,50/60 Hz, 1 Capacitor, .75 Mfd 400Vac 1 Cable plus Resistor assembly, 1100 Ohm 1 Resistor Bracket 4 Split Washer M5 4 M3 X 5mm lg screw w/ext tooth lock washer 2 Butt Splice (SA2000) 4 Socket head cap screw-M5 x 12 1 Top Cover Gasket Kit Instruction# 62-86-33-36 98 HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual Revision 7 7/08 Replacement/Upgrade/Accessory Kits Replacement Kits Qty/Unit Part Number Description Figure ID # Spur Gear Kit 10 51452443-501 51452443-507 51452443-508 51452443-509 51452443-510 51452443-511 1 Spur Gear 24p, 18t 1 Spur Gear 24p, 18t 1 Spur Gear 24p, 36t 1 Spur Gear 24p, 72t 1 Gear Assembly 1 Gear Assembly 1 Spur Gear 24p, 36t 1 Bottom Cover Gasket 1 Intermediate Shaft all except 7.5 seconds 1 Intermediate Shaft – 7.5 seconds Kit Instructions# 62-86-33-35 Qty/Unit Part Number Description Figure ID # 51452443-502 Auxiliary Switch Kit Replacement and Upgrade 11 1 Cam Assembly (4 Aux switches, 2 end of travel switches) 1 Switch and Mounting Plate assembly (6 Kit Instruction# 62-86-33-45 Qty/Unit Part Number 51452443-503 Description Figure ID # Gasket Set Kit 12 1 Bottom Cover Gasket 1 Shaft Seal 1 O-Ring 2.144 Id X 0.070 Buna N 1 Top Cover Gasket 1 O-Ring Buna N 1 Display Gasket Revision 7 7/08 HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual 99 Replacement/Upgrade/Accessory Kits Replacement Kits Qty/Unit Part Number Description Figure ID # 51452443-504 Display and Keypad Kit 13 1 Display Gasket 1 Overlay, Display 1 Lens, Display 1 Gasket,Adhesive Die Cut 1 Display Mtg Collar Machining 1 Keypad, 6 Position 1 Support Plate-Keypad 1 Display Pwa 9 Sems #4-40 X .310lg Pnphstl 4 Screw,Metric Panhd,Cross Rec 4 Split Washer 6 Sleeve, Keypad 1 Display/Keybd Cable 1 Top Cover Gasket Qty/Unit Part Number Description Figure ID # 51452443-505 R/C Kit (Motor date codes prior to 8/5/2005) 14 1 Capacitor, 2.25 Mfd 1 Resistor, 200 Ohm,25w 1 Capacitor, .75 Mfd, 400vac 1 Resistor, 500 Ohm,25w 1 Top Cover Gasket 1 Bottom Cover Gasket Kit Instruction 62-86-33-44 100 HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual Revision 7 7/08 Replacement/Upgrade/Accessory Kits Replacement Kits Qty/Unit Part Number Description 51452443-506 R/C Kit (Motor date codes after to 8/5/2005) Figure ID # 1 Capacitor, 4.0 Mfd 1 1 Cable plus Resistor, 400Ohm 1 1 Capacitor, 3 Mfd, 400vac 1 1 Cable plus Resistor, 600 Ohm 1 1 Capacitor, 0.75 Mfd, 400vac 1 Cable plus Resistor, 1100 Ohm 1 Top Cover Gasket 1 1 Bottom Cover Gasket 1 Kit Instruction 62-86-33-44 Qty/Unit Part Number Description Figure ID # 51500166-503 Power Distribution Pwa Kit 15 1 Power Dist Pwa 1 Insulator 2 Pin, Snap Lock, .125 X .187 Lg 1 Top Cover Gasket Qty/Unit Part Number Description Figure ID # 51500457-502 Transformer Kit 16 1 Transformer 2 Split Washer 2 Machine Screw-Pan Hd-Cross Rec 1 Top Cover Gasket Qty/Unit Part Number 51500581-503 Description Auto/Manual Switch (upgrade for SA2000) 1 Auto/Manual Label 1 Nut, Sealing 3/8-32 Thrd 1 Knob 1 A/M Switch/Wire Assy 1 Label, Customer Wiring, 1 Top Cover Gasket Revision 7 7/08 HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual Figure ID # 17 101 Replacement/Upgrade/Accessory Kits Upgrade Kits Qty/Unit Part Number 51500581-504 Description Auto/Manual Switch (upgrade for SA2001 & SA2002) 1 Auto/Manual Label 1 Nut, Sealing 3/8-32 Thrd 1 Knob 1 A/M Switch/Wire Assy 1 Label, Customer Wiring, 1 Top Cover Gasket Figure ID # 18 Upgrade Kits Qty/Unit Part Number Description 51452444-502 Cover (with Display no Handwheel) 1 Display gasket 1 Overlay, display 1 Lens, display 1 Gasket,adhesive die cut 1 Display mtg collar machining 1 Keypad, 6 position 1 Support plate-keypad 1 Display PWA 1 Top cover w/display no hndwhl 9 Sems #4-40 x .310lg pnphstl 4 Screw,metric panhd,cross rec 4 Split washer 6 Sleeve, keypad 1 Display/keybd cable 1 Top cover gasket 102 HercuLine 2001/2002 HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual Revision 7 7/08 Replacement/Upgrade/Accessory Kits Upgrade Kits Qty/Unit Part Number Description 51452444-503 Cover with Display and Handwheel 1 Display gasket 1 Overlay, display 1 Lens, display 1 Gasket,adhesive die cut 1 Display mtg collar machining 1 Keypad, 6 position 1 Support plate-keypad 1 Display PWA 1 Top cover w/display & hndwheel 9 Sems #4-40 x .310lg pnphstl 4 Screw,metric panhd,cross rec 1 Hand wheel 1 O-ring buna n 4 Split washer 6 Sleeve, keypad 1 Display/keybd cable 1 Retaining ring 1 Shim 1 Top cover gasket Qty/Unit Part Number 51452444-504 Qty/Unit HercuLine® 2001/2002 Description Blank Cover with Handwheel Part Number Description 51451656-510 1000 ohms 90 degrees upgrade kit 2 Machine screw-pan hd-cross rec 1 Knob 1 Bracket molding 1 Pot 1K double 90 degree 2 #6 lock washer 2 Machine screw-pan hd-cross rec 2 #6-32 hex nut N 1 Stainless steel pin 1 3/32x4-40 setscrew sshxsocupsb 2 Washer #6 2 Flat washer M4 (zinc) 2 Resistor 158 ohms 1% 1/2W Kit Instruction# 62-86-33-39 Revision 7 7/08 HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual 103 Replacement/Upgrade/Accessory Kits Accessory Kits Qty/Unit Part Number Description 51451656-511 1000 ohms 150 degrees upgrade kit 2 Machine screw-pan hd-cross rec 1 Knob 1 Bracket molding 1 Pot 1K double 150 degree 2 #6 lock washer 2 Machine screw-pan hd-cross rec 2 #6-32 hex nut N 1 Stainless steel pin 1 3/32x4-40 setscrew sshxsocupsb 2 Washer #6 2 Flat washer M4 (zinc) 2 Resistor 158 ohms 1% 1/2W Kit Instruction# 62-86-33-39 Accessory Kits 104 Part Number Description 51197910-001 HAL Linkage Analysis software 51452354-509 HercuLink® software (PC/Palm) 51452354-510 Battery powered Palm/485 converter w/cables 51452174-501 Crank Arm - Standard 51452791-001 Crank Arm – 2003 Unit 51452352-501 Turk Cable for Communication Connection HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual Revision 7 7/08 Troubleshooting Introduction Troubleshooting Introduction Troubleshooting procedures can be followed when inaccurate or faulty actuator operation is detected. In this section, troubleshooting procedures consist of a few simple flow charts to test for proper function of various actuator components. Component replacement is at the PWA or assembly level. Table 39 indicates some of the observable symptoms of failure that can be identified by noting the faulty actuator operation. Table 39 Observable Symptoms of Failure Symptom Procedure No Actuator current output. Replace CPU Assembly No Actuator slidewire output. Replace CPU Assembly Local display does not light. See Figure 42 Actuator fails one or more power up diagnostics. See Figure 43 Actuator motor does not drive in response to input signal. Perform input calibration. See Figure 42 Actuator motor does not drive to proper position. Perform motor calibration. Actuator Motor is “Hunting” (Motor does not drive to a position and stop.) Process control loop is not tuned correctly. Refer to the Instruction Manual for your controller on how to tune a loop. Increase the Deadband in the Actuator and/or in the control loop. Position sensor position is not correct. See page 85. Auto/Manual Switch does not operate correctly. See Figure 45 Relay(s) does not operate. See Figure 46 Revision 7 7/08 HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual 105 Troubleshooting Troubleshooting Procedures Troubleshooting Procedures Overview Follow the procedure or flow chart to test for and determine actuator component operation. When using the flow charts for troubleshooting, you may be instructed to go to another flow chart in order to identify the faulty component. Instruction for replacing actuator components can be found either in Maintenance (page 87) or in the kit with the replacement components. Equipment needed You will need the following equipment in order to troubleshoot the symptoms listed in the tables that follow: DC Milliammeter – mA DC Calibration source – Volt, mA, etc. Digital Voltmeter Safety precautions Exercise appropriate safety precautions when troubleshooting the actuator operation. While the unit is powered, a potentially lethal shock hazard exists inside the case. Do not open the case while the unit is powered. Do not access the terminals while the unit is powered. 106 HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual Revision 7 7/08 Troubleshooting Troubleshooting Procedures Test for Actuator Operation A Cycle power to actuator. Yes No Does display light up? Move handwheel on actuator 2 or 3 turns. Observe self test. Do all diagnostics pass? RAMTST PASS SEETST PASS CALTST PASS CFGTST PASS Yes All LEDs and display segments light? Yes Does motor reposition itself? No Yes B No No E Replace display assembly Replace display assembly E Figure 42 Test for Actuator Operation Revision 7 7/08 HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual 107 Troubleshooting Troubleshooting Procedures Power Up Self Test Diagnostics B Cycle power to actuator. Yes Does display light up? No A Observe self test. Yes Yes Yes CALTST PASS? RAMTST PASS? SEETST PASS? CFGTST PASS? No Check actuator calibration, recalibrate if necessary. No No No Replace CPU Assembly. Check actuator configuration (setup), reconfigure if necessary. Cycle power to actuator. If CFGTST fails again, replace CPU assembly. Cycle power to actuator. If CALTST fails again, replace CPU assembly. Yes Do all LEDs and display segments light up? Yes No Replace display assembly. E Figure 43 Power Up Diagnostics Test Non-Contact Sensor PWA See page 85. 108 HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual Revision 7 7/08 Troubleshooting Troubleshooting Procedures Test Power Distribution PWA D Remove top cover of actuator. Check Fuses F1 and F2 on the power distribution PWA. Yes No Are fuses good? Replace fuses with same type and rating Is correct voltage present at test points? See below. Yes No Replace Power Distribution PWA. Replace CPU assembly. Figure 44 Test Power Distribution PWA Power Distribution PWA Test Points Connector Voltage J2 Pin 1 to pin 7 5V J3 Pins 1,2 to pins 3, 4, 8 5V Pins 3, 4 to pin 7 9V Pins 5, 6 to pins 7, 8 24 V Pins 1, 2 to pins 7, 8 28 V + or – 3V J1 Revision 7 7/08 Test Points - Pins HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual 109 Troubleshooting Troubleshooting Procedures Test AUTO - MANUAL DRIVE Switch E Turn switch to Manual CCW setting. Yes Does motor drive in the CCW direction? No Turn switch to Manual CW setting. Does motor drive in the CW direction? Yes No OK CCW MANUAL OFF CW Possible trouble spots a. Auto/Manual switch b. Power Supply PWA. (See D) c. Limit switches d. Motor e. R/C networks f. etc.,Others? OFF A U T O AUTO - MANUAL DRIVE Figure 45 Test AUTO - MANUAL Switch 110 HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual Revision 7 7/08 Troubleshooting Troubleshooting Procedures Test Relay Function Press SET UP button on keypad to enter Set up mode. Set suspect Relay type to MAN. Set AUTO MANUAL switch to MAN. Place ohmmeter across associated relay contacts at Actuator terminal block. See below. Yes OK Does Relay operate? No Replace Relay PWA or Wire harness from Relay PWA to terminal block. See Relay replacement in Maintenance, Section 7. Figure 46 Test Relay Function Relay Revision 7 7/08 Associated Contacts RELAY1 NC COM NO RELAY2 NC COM NO RELAY3 NC COM NO RELAY4 NC COM NO HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual 111 Appendix A - HercuLine® 2001/2002 Configuration Record Sheet Appendix A - HercuLine® 2001/2002 Configuration Record Sheet Enter the value or selection for each set up parameter on this sheet so you will have a record of how your actuator is configured. Set Up Group Parameter Setting Default IN TYP - Input Actuation Type __________________ See Note 1 INP HI – Input High Range Value __________________ 100 INP LO – Input Low Range Value __________________ 0.0 FILTYP – Input Filter Type __________________ LPAS LPFILT – Low Pass Filter Time Constant * __________________ 0 Direct – Actuator Rotation __________________ CCW Dband – Input Deadband __________________ 0.5 FSTYPH – Failsafehi Type __________________ UP FSVALH – Failsafehi Input Value __________________ 100 FSTYPL – Failsafelo Type __________________ DOWN FSVALL – Failsafelo Input Value __________________ 0 CHAR – Input Characterization type __________________ LINR CUSTOM -- Custom characterization type __________________ EQUL X0 VAL -- User configurable characterizer value __________________ 0.0 X1 VAL -- User configurable characterizer value __________________ 5.0 X2 VAL -- User configurable characterizer value __________________ 10.0 X3 VAL -- User configurable characterizer value __________________ 15.0 X4 VAL -- User configurable characterizer value __________________ 20.0 X5 VAL -- User configurable characterizer value __________________ 25.0 X6 VAL -- User configurable characterizer value __________________ 30.0 X7 VAL -- User configurable characterizer value __________________ 35.0 X8 VAL -- User configurable characterizer value __________________ 40.0 X9 VAL -- User configurable characterizer value __________________ 45.0 X10 VAL - User configurable characterizer value __________________ 50.0 X11 VAL - User configurable characterizer value __________________ 55.0 X12 VAL - User configurable characterizer value __________________ 60.0 X13 VAL - User configurable characterizer value __________________ 65.0 X14 VAL - User configurable characterizer value __________________ 70.0 X15 VAL - User configurable characterizer value __________________ 75.0 X16 VAL - User configurable characterizer value __________________ 80.0 X17 VAL - User configurable characterizer value __________________ 85.0 X18 VAL - User configurable characterizer value __________________ 90.0 Prompt SET INPUT 112 HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual Revision 7 7/08 Appendix A - HercuLine® 2001/2002 Configuration Record Sheet Set Up Group Parameter Setting Default X19 VAL - User configurable characterizer value __________________ 95.0 X20 VAL - User configurable characterizer value __________________ 100.0 Y0 VAL -- User configurable characterizer value __________________ 0 Y1 VAL -- User configurable characterizer value __________________ 0.8 Y2 VAL -- User configurable characterizer value __________________ 2.1 Y3 VAL -- User configurable characterizer value __________________ 3.2 Y4 VAL -- User configurable characterizer value __________________ 4.9 Y5 VAL -- User configurable characterizer value __________________ 6.5 Y6 VAL -- User configurable characterizer value __________________ 8.4 Y7 VAL -- User configurable characterizer value __________________ 10.7 Y8 VAL -- User configurable characterizer value __________________ 13.2 Y9 VAL -- User configurable characterizer value __________________ 15.7 Y10 VAL - User configurable characterizer value __________________ 18.7 Y11 VAL - User configurable characterizer value __________________ 22.6 Y12 VAL - User configurable characterizer value __________________ 27.2 Y13 VAL - User configurable characterizer value __________________ 33.4 Y14 VAL - User configurable characterizer value __________________ 40 Y15 VAL - User configurable characterizer value __________________ 46 Y16 VAL - User configurable characterizer value __________________ 53.8 Y17 VAL - User configurable characterizer value __________________ 63.2 Y18 VAL - User configurable characterizer value __________________ 73.7 Y19 VAL - User configurable characterizer value __________________ 86.2 Y20 VAL - User configurable characterizer value __________________ 100 RTYP11 – Relay Type __________________ NONE R11VAL – Relay Value __________________ 0 R11 HL – Relay High/Low __________________ LO R11SCALE– Relay Scale __________________ X1 RTYP12 – Relay Type __________________ NONE R12VAL – Relay Value __________________ 0 R12 HL – Relay High/Low __________________ LO R12SCALE– Relay Scale __________________ X1 Prompt SET RELAY Revision 7 7/08 RLY1HY – Relay Hysteresis __________________ 0 RTYP21 – Relay Type __________________ NONE R21VAL – Relay Value __________________ 0 R21 HL – Relay High/Low __________________ LO R21SCALE– Relay Scale __________________ X1 RTYP22 – Relay Type __________________ NONE R22VAL – Relay Value __________________ 0 R22HL– Relay High/Low __________________ LO R22SCALE– Relay Scale __________________ X1 RLY2HY – Relay Hysteresis __________________ 0 HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual 113 Appendix A - HercuLine® 2001/2002 Configuration Record Sheet Set Up Group Parameter Setting Default Prompt SET CUROUT SET COMM SET DIGINP SET DISPLA SET LOCK READ STATUS 114 RTYP31 – Relay Type __________________ NONE R31VAL – Relay Value __________________ 0 R31 HL – Relay High/Low __________________ LO R31SCALE– Relay Scale __________________ X1 RTYP32 – Relay Type __________________ NONE R32VAL – Relay Value __________________ 0 R32HL– Relay High/Low __________________ LO R32SCALE– Relay Scale __________________ X1 RLY3HY – Relay Hysteresis __________________ 0 RTYP41 – Relay Type __________________ NONE R41VAL – Relay Value __________________ 0 R41 HL – Relay High/Low __________________ LO R41SCALE– Relay Scale __________________ X1 RTYP42 – Relay Type __________________ NONE R42VAL – Relay Value __________________ 0 R42HL– Relay High/Low __________________ LO R42SCALE– Relay Scale __________________ X1 RLY4HY – Relay Hysteresis __________________ 0 __________________ See Note 1 COMM – Communications Parameters __________________ MODBUS ADDRES – Device Address __________________ 1 BAUD – Baud Rate __________________ 19.2K XmtDLY – Response Delay __________________ 20MS DBLBYT – Floating Point Data Format __________________ FP B DIGINP – Digital Input State __________________ UP Endpos – End Position Value __________________ 0 DECMAL – Decimal Point Location __________________ 8888 EUNITS – Units Display __________________ Pcnt UNITS – Display Units __________________ ENG LOCKID – Password Lock __________________ 0 MAENAB – Enabled __________________ ENAB LOCK – Lock Out __________________ NONE FAILSF – Failsafe __________________ Read Only RAMTST – RAM Test Diagnostic __________________ Read Only SEETST – Serial EEPROM Test Diagnostic __________________ Read Only CFGTST – Configuration Test Diagnostic __________________ Read Only CALTST – Calibration Test Diagnostic __________________ Read Only CUROUT - Output Signal Range HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual Revision 7 7/08 Appendix A - HercuLine® 2001/2002 Configuration Record Sheet Set Up Group Parameter Setting Default __________________ Read Only SPEED – Stroke Speed __________________ Factory Set POWER – Power Input Voltage Line Frequency __________________ Factory Set TAG – Tag Name __________________ MFGDAT – Manufacturing Date __________________ Factory Set LREP – Date of Last Repair __________________ Factory Set LCAL – Date of Last Field Calibration __________________ Factory Set REPTYP – Repair Type __________________ Factory Set TEMP – Actuator Temperature __________________ Read Only TEMPHI – High Temperature Limit __________________ Read Only TEMPLO – Low Temperature Limit __________________ Read Only ACST – Accumulated Stall Time __________________ Read Only STARTS – Accumulated Motor Starts __________________ Read Only RLnCNTS – Relay Cycle Counts __________________ Read Only Prompt SET DRVINF SET MAIN VERSON – Firmware Version n = 1, 2, 3, or 4 REGNy – Accumulated Motor Starts for regions of motor travel. Read Only __________________ Read Only y = 0 through 9 CAL NCSOUT DATSAV – Forced maintenance data save __________________ DIS MANRST – Maintenance Statistic Reset __________________ NONE LDCAL – Restore Factory Calibration Type __________________ NONE LDCFG – Restore Factory Default Configuration __________________ DIS RESTRT – System Restart __________________ DIS NCSOUT – Non-contact sensor circuit output _________________ Read Only Note 1: Type is set from model number. Revision 7 7/08 HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual 115 Index Index A D Actuator Rotation, 40, 64 Actuator Set Up, 33 Set up groups, 34 Set up procedure, 36 Actuator Statistics Accumulated motor starts, 59 Motor starts, 59 Relay cycle counts, 59 Reset, 60 Temperature limits, 59 Total degrees of motor travel, 59 Applications Basic flow control, 27 Proportional flow with multiple actuators, 27 Split range, 26, 30 Approvals, 6 Auto/Manual Switch Testing, 110 Auto-Manual Switch, 64 Auxiliary Switches, 81 Setting, 81 Auxiliary Switches/Relays, 6 B Baud Rate, 9, 50 Burner Control/Flame Safety, 23 E Electrical and Performance Specifications, 6 Electrical Installation, 17 Enclosure, 5 Enclosure Rating, 6 End of travel Limit Switches, 6 Exiting Set Up mode, 33 F Failsafe, 40, 41 Failsafe Input Value, 40, 41 Failsafe operation, 7 Feedback, 6 Flame Safety Module wiring diagram, 23 Fuses Replacement, 89 G C Calibration, 65 Set up, 66 Calibration Values Restore, 61 CE Wiring, 21 Change Password LOCKID parameter, 54 Clamp Bolt, 6 Communications, 7, 9 Floating point data transfer, 50 Configuration Prompt Hierarchy, 38 Configuration Record Sheet, 112 Configuration Tips, 33 Connections Output, 23 Slidewire emulation, 23 Crank Arm, 5 Crank Arms, 16 Customer Connections, 17 CW and CCW Direction. See Actuator Rotation 116 Deadband, 7, 40 Decimal Point Location, 52 Deviation, 45 Relay type, 47 Device Address, 50 Direction of Rotation, 7 Duty Cycle, 7 Gear Train, 5 H Handwheel, 5 HercuLine 2000 Terminal Connections, 18 HercuLine 2001/2002 with Auto/Manual Terminal Connections, 19 HerculLine 2003 Wiring Connections and Operation, 20 Hysteresis, 7, 44 I Input Calibration, 68 Input Characterization, 41 Input Filters, 7, 40 Input High Range, 39 Input Impedance, 6 Input Low Range, 39 Input Set Up Group, 39 Input Signal Connections, 22 Input Signals, 6 HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual Revision 7 7/08 Index Inputs, 39 Installation, 12 Installation Considerations, 13 Isolation, 6 K P Keypad, 8, 31 Description, 32 L LEDs on Local Display, 32 Limit Switches, 78 Setting, 78 Linkage Kits, 96 Linkage Set-up, 15 Constant torque, 15 Crank arms, 16 Variable torque, 15 Load Requirement, 6 Local Auto/Manual Switch, 6 Local Display, 8, 31 Description, 31 LEDs description, 32 Operating displays, 84 Set up, 52 LOCK parameter, 33, 36 Lubrication, 5 Main (Worm) gear, 87 Spur gear, 87 M Main Gear Lubrication, 87 Mains Supply, 6 Mechanical Installation, 15 Mechanical Stops, 5 Modbus communications, 50, 85 Model distinctions, 1 Motor, 6 Motor Calibration, 70 Motor Current, 6 Motor Speed, 56 Motor Stall, 84 Motor Starts, 45 Relay type, 48 Mounting, 13 N Non-Contact Sensor, 87 Checking, 108 Operation, 85 Non-Contact Sensor Output Calibration, 72, 73 O Operating Temperature, 7 Revision 7 7/08 Output Calibration, 71 Output Shaft, 5 Output Torque, 5 Output Type, 49 Outputs, 49 Password, 60 (LOCKID), 53 Change, 54 PDA, 9 Position Range Relay type, 46 Position sensing, 7 POSITION SENSOR OUTPUT, 63 Power Supply PWA Checking, 109 Product Description, 1 Programmable Functions, 8 Pushbuttons Description, 32 R Regions of Motor Travel, 62 REGN parameter, 59 Relative Humidity, 5 Relay Function Testing, 111 Relay PWA Replacement, 90 Relay Type, 44, 45 Remote Setpoint Operation, 85 Repeatability, 7 Restore Factory Calibration Values, 61 Rotation, 5 S Scale, 5 Scrolling through Set Up Groups, 33 Self-test Diagnostics, 55, 83, 108 Sensitivity, 7 Set Up and Calibration Procedures, 31 Set Up Groups Communications, 50 Current out, 49 Digital input, 51 Display, 52 Drive, 56 Input, 39 Lock, 53 Maintenance, 59 Read status, 55 Relays, 44 Slidewire Emulation, 23 Solid State Motor Control, 7 specifications, 5 Split Range, 26 Spur Gear Lubrication, 87 HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual 117 Index Equipment, 106 Stall, 84 Start Up Checklist, 83 Storage Temperature, 5 Stroke Speed, 56 V Voltage/ Supply Stability, 7 T Tag Name, 58 TAG parameter, 56 Technical and Operating Specifications, 5 Temperature Coefficient, 7 Terminal Connections, 18, 19 Total Degrees of Motor Travel TOTDEG parameter, 59 Troubleshooting, 105 118 W Weight, 5 Z Zero Suppression, 7 HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual Revision 7 7/08 Revision 7 7/08 HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual 119 Honeywell Process Solutions Industrial Measurement and Control 512 Virginia Drive Fort Washington, PA 19034 62-86-25-10 0708 Printed in USA http://hpsweb.honeywell.com
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