Bernard Controls SQX Range INTELLI+ Installation & Operation Manual

INSTRUCTIONS FOR START-UP

SQX & STX INTELLI+ RANGES

MANUEL DE MISE EN SERVICE

GAMMES SQX & STX INTELLI+

(ATEX & IECEx)

NR 1179_rev.06

Art : 5100109

SQX

STX

Gamme

Range

1 Safety information Page 3

1.1

Marking Page 3

1.2

Installation Area Page 4

1.3 Cautions for electrical connection Page 4

1.4 Operation Page 6

1.5 Maintenance Page 6

1.6 Electrical and temperature parameters Page 6

1.7 Special operation conditions including unconrrect practices Page 7

1.8 List of applicable standards Page 7

2 Product overview Page 8

3 Storage Page 9

4 Actuator on valve assembly Page 9

5 Electrical connection Page 10

6 Actuator on valve setting introduction Page 10

7 Remote control Page 11

7.1 Dry contact control Page 11

7.2 Voltage control Page 11

8 Local control using buttons and display Page 12

9 Navigating in the menus Page 12

9.1 Selectors Page 12

9.2 Main menu Page 13

9.3

Select a menu or an option Page 13

9.4

Saving the changes Page 13

9.5 Exiting the menu at any times Page 14

9.6 Main menu description Page 14

10 Selecting the display language Page 14

11

Password Page 14

12

Check menu ﬂowchart Page 15

13 Set up and change menu ﬂowchart Page 16

14 Adjusting an actuactor on a valve Page 17

14.1 Manuel set up Page 17

14.2

Automatic set up Page 18

15

Position signal and positioner Page 18

16 Commands Page 19

16.1 Remote control via single contact Page 19

16.2 Auxiliary remote controls Page 19

16.3 Local commands Page 21

16.4 Local stop Page 21

16.5

Remote stop Page 21

16.6

Open or close priority Page 22

16.7 ESD in degraded mode Page 22

16.8 Partial stroke Page 22

17 Local communication with PC Page 23

16.1

Infrared communication Page 23

16.2

Bluetooth communication Page 23

18 Setting and viewing torque values Page 24

18.1 Closing type Page 24

18.2 Torque setting Page 25

18.3

Torque reading and comparison with original torque values Page 25

19

Customizing status and control indications Page 26

19.1 Local indication Page 26

19.2 Remote indications Page 27

20 Customizing fault relay Page 28

21

Timing movement travel Page 29

22

Viewing actuator history Page 30

22.1 Activity Page 30

22.2 Alarms Page 30

23 Accessing data sheet Page 31

24

Creating or changing password Page 32

25

Using analogue position signal (depending on model) Page 32

26 Use as a positioner with an analogue control signal (depending on model) Page 33

26.1 Input signal Page 33

26.2 Setting of deadband value Page 34

26.3

Fail-safe position Page 34

26.4

Proportional pulse mode Page 34

27 Using ﬁeldbus control (depending on model) Page 34

28 Using in case of power supply lost (with battery depending on model) Page 35

29 Fuse protection Page 36

30

Using in separated box Page 36

31

Maintenance Page 36

32 Troubleshooting Page 37

32.1

Intelli+ Page 37

32.2

Positioner option Page 39

CONTENTS

3

1 SAFETY INFORMATION

The following documents should also be consulted:

a) IEC/ EN60079-14 standard (electric installations in gaseous explosive atmosphere),

b) IEC/EN60079-17 standard (inspection and maintenance operations in dangerous areas),

c) Decrees, ministerial orders, laws, directives, standards, procedures and any other document

relative to the area where the actuator has to be installed.

BERNARD CONTROLS cannot be judged responsible for the non-respect of these rules.

Our actuators have been designed for a use in explosive atmospheres: group II - category 2 in presence

of vapour, fog or gas (G) or dust (D). Use in zone 1 or 2 for gas and 21 or 22 for dust.

Actuators CE marked

Our equipments comply to the ATEX 94/9/CE Directive and 2014/34/UE (from 2016-04-20)

Actuators IECEx marked

Our equipments comply to the IECEx certiﬁcation.

Actuators INMETRO IEx marked

Our equipments comply to the INMETRO IEx certiﬁcation.

Please check the compatibility between the indications written on the identiﬁcation plate and the

explosive atmosphere type, the ambient and the admissible surface temperature of the installation area.

The actuator installation and maintenance must be carried out by qualiﬁed, trained and certiﬁed

personnel.

1.1 MARKING

ATEX

Explosionproof

enclosure “d”

IECEx

Explosionproof

enclosure “d”

IEx

Explosionproof

enclosure “d”

Name and address

of the manufacturer

BERNARD CONTROLS

4 rue d’Arsonval 95505

Gonesse France

BERNARD CONTROLS

4 rue d’Arsonval 95505

Gonesse France

BERNARD CONTROLS

4 rue d’Arsonval 95505

Gonesse France

Actuator type Type STX... Type STX... Type STX...

Serial number and year of

construction

99605 001 - 2011 99605 001 - 2011 99605 001 - 2011

Certiﬁcate number INERIS 10 ATEX 0045 X IECEx INE 10.0017X IEx 12-IEx0226X

Speciﬁc marking II 2 GDc T135°C

N° of notiﬁed

audit body

0080

Gaz marking Ex d IIB T4 Gb Ex d IIB T4 Gb Ex d IIB T4 Gb

Dust marking Ex tb IIIC T135°C Db Ex tb IIIC T135°C Db Ex tb IIIC T135°C Db

Ambiant

temperature

-20°C +70°C -20°C +70°C -20°C +70°C

WARNING

READ THESE INSTRUCTIONS CAREFULLY BEFORE USE

4

1.2 INSTALLATION AREA

This actuator is a category 2 explosion-proof equipment and can be used in the following areas

depending on the marking :

EPL = Equipment’s Protection Level. b= high level Gas (G) and Dust (D).

Zone 1 (gas) & 21 (dust): the explosive atmosphere is likely to occur occasionally in normal operation.

Zone 2 (gas) & 22 (dust): the explosive atmosphere is not likely to occur in normal operation but

if it does occur, it will persist for a short period of time only.

This product is desig-

ned for a use in surface

industries group IIB,

IIB+H2 or IIC.

(*) Other gas, please consult a notiﬁed body (INERIS or LCIE i.e)

The temperature class corresponds to the actuator maximum surface temperature.

1.3 CAUTIONS FOR ELECTRICAL CONNECTION

Opening the covers

To avoid any risk of explosion, do not open when explosive atmosphere may be present. It is prefe-

rable that the actuator electric control and power supply are switched off before opening the cover.

Be careful not to damage the joint surfaces of the cover.

The explosion proof joint may be lubricated with a grease that does not become hard and is anticorrosion

(example TOTAL N31271 or SHELL TIVELLA GLOO).

Be careful not to damage the gaskets when repositioning the cover onto the actuator body. Tighten

each cover screw.

Group Typical gas (*)

IIB Ethylene

IIB + H2 Hydrogen

IIC Hydrogen, Acetylene

Class Max surface temperature

T4 135°C

T5 100°C

T6 85°C

WARNING

This device has not been designed to be operated in areas where the risk

of getting explosive atmosphere, frequently or during long periods, is high (Zone 0).

Actuator type STX.., ST175, ST220 SQX

Protection Ex d, Ex de, Ex tb Ex d, Ex tD Ex d , Ex de, Ex tb

Category 2 (EPL Gb, Db) 2 2 (EPL Gb, Db)

Areas 1 or 2 21 or 22 1 or 2 21 or 22 1 or 2 21 or 22

Atmosphere G Gas D Dust G Gas D Dust G Gas D Dust

5

Screws of explosion-proof actuator body must be of a minimum 8.8 quality grade or made of

stainless steel with a minimum 70 daN/mm2 tensile strength. In case of use in explosive dust

atmosphere, check that cover tightness gaskets are intact and make sure not to degrade the gas-

kets while closing the cover. Cable entries shall provide a level of protection equal or higher than the

one indicated on the actuator identiﬁcation plate. The user shall ensure a regular cleaning of the product

housing to avoid dust build-up.

Overheating

A motor thermal protection switch is (refer to actuator electric diagram) integrated into the motor

control circuit in order to switch off the motor power supply in case of overheating conditions. This

protection is mandatory to respect maximum surface temperatures.

Cable entries

Check that cable glands are used and wiring done according to the explosion-proof equipment standards ;

take a special care of the compatibility between the cable diameter and the cable gland size. If one

of the cable entries is not used, seal it with a certiﬁed metal plug and without adapter.

If an adapter is necessary to ﬁt a cable gland, only one is allowed by cable entry and use a certiﬁed one.

The actuator is delivered with a yellow sticker, in the connection compartment, that obstruates the cable

entries. The danger symbol

and a notice warns the installer of the obligation to equip each cable entry

with a certiﬁed plug or cable gland.

For cable gland and plug take care of the marking:

ATEX : Exd (or Exe in case of an increased safety « e » connexion

compartment)

IECEx : Exd (or Exe in case of an increased safety « e » connexion

compartment)

IEx : Brazilian certiﬁcation Exd.

For Exd box, the thread type is indicated in the connection box to avoid confusion (NPT or ISO).

If the ambiant temperature exceeds 60°C, consider an additional 10°C at the cable entry. I.e, at a maximum

ambiant temperature of 70°C, the temperature at the cable entry will be 80°C.

Terminal compartment with double double-sealing protection and volume < 2 liitres.

Wiring

Maximum acceptable voltage for the power supply terminal (M4) is 690V and 160V for control terminals

unless otherwise speciﬁed on the wiring diagram. Connection is done with isolated and crimped ring tongue

terminals. The maximum cable section is 6mm2 for the power supply (M4) and 4mm2 for controls (M3).

An external earth rod allows connection to the earth (4 mm

2

for stranded, 6mm

2

single wire, on request up

to 35mm

2

). Make sure to wire both internal and external groundings.

Water-proofness

Because the NPT cable gland thread is not IP68, it’s necessary to mount it with a thread sealant for ex: Loctite

577 (Henkel). In case of ISO thread, sealing is assured by an O ring or by a thread sealant as noticed above.

Please note : For Exd enclosure, thread type (NPT or ISO) is indicated in the connection box to avoid any mistake.

6

1.4 OPERATION

Do not open the cover when an explosive atmosphere may be present.Never leave the cover open,

in order to avoid any risk of water inlet.

Respect the actuator duty cycle indicated on the

identiﬁcation plate. For example, for a 30% duty and

a 40s operating time, the minimum time between

two operations is 93 s. In case of over-heating, the

thermal protection will disrupt the motor power

supply in order to limit the actuator body tempe-

rature elevation.

Actuator equipped with the battery option.

When the battery is too low, the « battery low » message is displayed or is sent remotely accor-

ding to the actuator setting. For the explosionproof actuators you must replace the batteries by

the following models: 2 OMNICEL ER14505HD model batteries or 2 MICROBAT ER 14505 M model

batteries or 2 EVE ER 14505M model batteries.

Please read carrefully the message before opening the cover: “DO NOT OPEN WHEN AN EXPLOSIVE

ATMOSPHERE MAY BE PRESENT”.

1.5 MAINTENANCE

Regularly check that the actuator explosion-proof

body has not been degraded by a mechanical shock

or any other type of agression. The cable glands

are explosion-proof components and, as such, must

be kept intact.

Check that the glands and the cables aspect is normal and also that there is no risk of water

entering into the actuator (avoid placing the cable glands upwards i.e).

Do not bring any modiﬁcation of any kind to the actuator.

The actuator mechanical parts are lubricated and do not necessitate any speciﬁc maintenance.

In the event of a dismounting/remounting operation, make sure that all moving parts are correctly

lubricated in order to prevent any electric spark. The oil for lubriﬁcation must have an auto-ignition

temperature ≥200°C. Please consult Bernard Controls.

Although a thermal protection is built in the motor, it is important to check that there is no risk of

bearings jamming.

Bearings change frequency: 10000h of operation.

Any repair on the explosion proof or the increased safety device requires a prior manufacturer

agreement and generally necessitates to return it to the manufacturer workshop in order to secure

the explosion proof and increased safety protection integrity. Dimensions of explosion proof joints

are speciﬁcs. Consult BERNARD CONTROLS for information.

Paint coating repair

WARNING

In case actuator operates in group IIC and painting must to be repaired, make sure that

max. thickness of paint coating is 0,2 mm.

This limitation does not apply in case paint coating has a surface resistance inferior to

10

9

ohms for a relative humidity of 50±5 % or 10

11

ohms for a relative humidity of 30±5%.

Centerings and ﬂanged faces of housing parts must not be painted.

INTELLI+ VERSION CAUTION

Never use the Intellisoft infrared

communication kit in an explosive area.

This module is not explosion-proof.

In explosive areas, set-up the actuator

only by using the local control buttons

or Explosionproof PDA

CAUTION:

« WARNING– DO NOT OPEN WHEN

AN EXPLOSIVE ATMOSPHERE

MAY BE PRESENT »

7

1.6 ELECTRICAL AND TEMPERATURE PARAMETERS

The power supply voltage and frequency are indicated on the identiﬁcation tag and (or) on the electric

wiring diagram.

The minimum ambiant temperature is -20°C and the maximum +40°C unless an other information

is mentioned on the identiﬁcation tag.

1.7 SPECIAL OPERATION CONDITIONS INCLUDING UNCORRECT

PRACTICES

Duty cycle: the motors are designed for an intermittent operation ; it means that they should

be stopped for a sufﬁcient period of time after each operation in order to enable it to cool down (see §1.4

operation). If the operating time is too high, the motor temperature will raise and will eventually activate

the thermal protection. This event must remain exceptional and everything must be carried out to avoid

switching the thermal protection during normal operation phases.

Covers opening: remove the covers only if there is no explosive atmosphere. It is important

not to degrade the explosion proof protections (surfaces, cable glands, gaskets, ...).

1.8 LIST OF APPLICABLE STANDARDS

EN60079-0 (2012) + A11 (2013), EN60079-1(2014), EN60079-7 (2007), EN60079-31 (2009),

EN13463-1 (2009), EN 13463-5 (2011), IEC60079-0 (2011), IEC60079-1 (2014), IEC 60079-7 (2006),

IEC60079-31 (2008)

8

2 PRODUCT OVERVIEW

Manual override

All INTELLI+ actuators incorporate a handwheel for manual control with an automatic clutch system

with motor-drive priority. The direction of rotation is normally clockwise for closing unless otherwise

speciﬁed.

Remote control box conﬁguration

Emergency

handwheel

Blue selector

Open/Close &

Up-Down Scroll

display

Infrared port

Open & closed

valve indication

LEDs

Red selector

Local/Distance/Stop

& validation (OK)

Terminal

compartment

Fieldbus

connection

Power and hardwired

controls connection

9

3 STORAGE

Introduction

An actuator consists of electrical components plus mechanical parts which have life-long lubrication.

Although the assembly is contained in a waterproof housing, the actuators may suffer from oxidation,

become clogged or seize during commissioning if it has not been stored correctly.

Storage

Actuators must be stored under cover in a clean, dry place which is protected against variations

in temperature.

Avoid storing directly on the ground. If stored in areas subject to damp, apply power to the actuator

to dry it out electrically. Check to ensure that the cable entries are sealed.

Ensure electrical component covers and compartments are properly sealed.

In case of a valve with an important stem lift, check that the stem protection cover is mounted

on the actuator. If not, assemble it with a weak sealing paste.

Inspection following storage

1. If stored for less than one year:

• Visual inspection of electrical parts.

• Operate buttons, selectors, etc. manually to ensure that they can be used without difﬁculty.

• Perform a few movements manually.

• Check consistency of grease.

• Commission the actuator.

2. If stored for more than one year:

• Long-term storage causes the consistency of the grease to change. To avoid any

grease-drying problem, do some rotations of the actuator several times a year by using

motor or manual override.

• Visual inspection of electrical parts.

• Operate buttons, selectors, etc. manually to ensure that they can be used without difﬁculty.

• For the actuators equipped with battery option. During the storage period, the circuit

is in low comsumption mode which allows to get a long lifetime of the battery. Beyond

a storage time of 3 years it is better to replace the batteries at the commissioning.

You can check the battery status at any time on the display.

4 ACTUATOR ON VALVE ASSEMBLY

Actuator should be secured directly to the valve using proper bolts or via a proper interface.

After assembly, the actuator can operate in any position. However, cable glands should not be

oriented upwards (loss of water tightness) and the motor will preferably not be positioned at the

bottom (potential internal condensation trap)

Note 1: do not lift the actuator by handwheel, it could damage the wormwheel gear.

Note 2: see § 31 for details on storage precaution prior to starting-up.

Note 3: Greasing of A form drive bush has to be done prior to mounting actuator on valve (in the

case of a rising stem valve).

10

5 ELECTRICAL CONNECTION

Only the cover of the connection box/compartment (Fig. 2) requires to be open for electrical connec-

tion. The other covers should not be removed at the risk of introducing moisture into the electronic

controls.

A wiring diagram is normally supplied with the actuator. If

this is not the case, please ask our customer service.

Operating procedure :

a) Check the power supply characteristics with respect to

the rating nameplate. In 3 phase, the phases order is not

important as the INTELLI+ system corrects the direction

of rotation automatically.

b) Open the terminal box (ﬁg. 2), connect the power and

control circuits (ring tongue not supplied). The screw dia-

meters is 3mm for the control and 4mm for the power.

Check the wiring.

c) make sure that the cover screws, cable glands are pro-

perly tighten and IP68 waterproofness is assured by an

O ring or by a thread sealant as noticed §1.3.

6 ACTUATOR ON VALVE SETTING INTRODUCTION

Each INTELLI+ actuator is set and checked at the factory.

If the actuator is delivered mounted on top of a valve, the open and closed positions as well as the

maximum torque values should have been adjusted by the valve supplier.

If an actuator on valve setting has to be performed or optimised, it can be done by simply connec-

ting the power supply. All settings and conﬁgurations can then be performed in a non-intrusive way

using the blue and red rotating knobs together with the graphical display.

The following chapters of this document include all the information necessary to perform actuator

on valve settings:

§9. NAVIGATING IN THE MENUS

§10. SELECTING THE DISPLAY LANGUAGE

§18. SETTING AND VIEWING TORQUE VALUES (in case of closing on torque)

§18.1 Closing type

§18.2 Torque setting

§14. ADJUSTING AN ACTUACTOR ON A VALVE

WARNING

On quarter-turn actuators, mechanical end stops, located either on the actuator or the

gearbox, mechanically limit the actuator travel during manual operation.

It is mandatory that the motor stops, in both directions, on the travel limit switch and not

on the mechanical end stop (check available extra travel to the stop with the handwheel).

(ﬁg 2)

11

7 REMOTE CONTROL

The INTELLI+ actuator’s remote control system can be operated using an external or an integral

voltage supply.

The input circuits are fully opto-isolated. The self-hold pulse command system requires four connec-

ting wires on the client terminal strip: Common, stop, open and close. If the stop push-button is not

used, do not connect the STOP wire, open (or close) contact must be maintained to operate the

actuator.

7.1 DRY CONTACT CONTROL

In case of dry contact control, a jumper must be ﬁtted across customer terminal 5-6.

7.2

VOLTAGE CONTROL

Remote control can use either in AC or DC voltage.

Use common terminal 5 for low voltages from 10 to 55V.

Use common terminal 4 for voltages from 90 to 160V (250V with optionnal insulation).

Caution: never connect voltage sources above 55V

on common terminal 5.

24V

1,2W

-

+

4

5

6

7

8

9

10

STOP

CLOSE

OPEN

Pulse remote command

(self-holding)

24V

1,2W

-

+

4

5

6

7

8

9

10

CLOSE

OPEN

Remote command

without self-holding

4

5

6

7

8

9

10

CLOSE

OPEN

To cancel self-holding

do not connect terminal 8

10 - 55V ~

4

5

6

7

8

9

10

CLOSE

OPEN

90 - 160V* ~

STOP

*160 to 250 V in option

12

8 LOCAL CONTROL USING BUTTONS AND DISPLAY

The local control facility provides a means of operating

the actuator electrically without using an external control

circuit. There is a switch for selecting remote control,

local control or disabled (off). The local open/close switch

is used to operate the actuator in the direction required.

Movement can be halted locally by turning the local/

remote selector switch brieﬂy to the STOP position.

The display shows the position of the valve as a percentage

of opening when it is partially open.

The display shows “Closed” when the valve is closed.

The display shows “Open” when the valve is open.

The display is factory set to show the instantaneous torque

as a percentage of the maximum actuator torque value

< 10% indicates the minimum torque value.

Symbols that may appear on the display:

A remote command inhibits the local controls (see § 16.2)

The actuator receives an emergency shutdown command (see § 16.2)

An infrared link is detected (see § 17.1)

A bluetooth link is detected (see § 17.2)

indicates the presence of an alarm. (see §22.2 for the types of alarm)

In case of a battery option, the icon blinks if the battery voltage is low.

This icon indicates that the control is proportional (4-20 mA i.e) and the value

of the input signal (setpoint) is indicated in %. Blinking if 4-20 mA signal is missing.

The BUS marker indicates there is a bus communication card. The marker is followed

by a square that shows you the communication status (see speciﬁc documentation

of the installed bus).

1 and 2 indicate the presence of a redundant communication card (2 communication

channels). The number is followed by a square indicating the status of each communi-

cations channel (see the speciﬁc doc. of the installed bus).

9 NAVIGATING IN THE MENUS

The selector switches used for operating the actuator’s electrical motor drive is also used to navi-

gate into the INTELLI+ menus and thus to have access to the settings.

9.1 SELECTORS

Blue selector (on the right)

- choice selection

Red selector (on the left)

- selector on OK: choice validation

- selector on OFF: exit the menu at any time

20% Open

Closed

Open

Torque 60%

ESD

IR

1 2

0%

BUS

ESD

IR

1 2

0%

BUS

ESD

IR

1 2

0%

BUS

ESD

IR

1 2

0%

BUS

ESD

IR

1 2

0%

BUS

ESD

0%

BUS

1 2

ESD

0%

BUS

1 2

ESD

IR

1 2

0%

BUS

13

9.2 MAIN MENU

- Set the selector on local

- Keep the red selector on local stop and at the same time move the blue selector upwards and

then downwards.

The display shows:

- Release the selector, it goes to “local” position.

To read the menu, turn the blue selector up or down to scroll through the menu options on the

bottom line of the display.

9.3 SELECT A MENU OR AN OPTION

Select Conﬁrm Select then conﬁrm

(blue selector) (red selector) (red selector then blue selector)

When the option you want is displayed, turn the red selector from local stop to OK. The option is

then displayed in upper-case characters on the ﬁrst line and sub-menu items can be viewed on the

second line.

9.4 SAVING THE CHANGES

To save changes made in the CHANGE menu, you have to exit each menu in turn by selecting return

until the display shows: (change ok?)

Select Conﬁrm Select then conﬁrm

MENU

exit setup

MENU

exit set up

language

check

setup

change

exit set up

LANGUAGE

French

English

Deutsch

Spanish

Portugues

Italian

Russian

Chinese

Polish

MENU

language

check

setup

change

exit set up

TORQUE

return

torque setting

measured torque

torque curve

closing type

return

CHANGE

(change ok?)

(no change)

CHANGE

return

activity

commands

torque

data sheet

14

9.5 EXITING THE MENU AT ANY TIMES

To exit the menu at any time, turn the red selector to the “OFF” position.

9.6 MAIN MENU DESCRIPTION

Language: to choose the displayed language.

Check: to view all actuator settings and conﬁguration data.

No changes can be made and this option can be accessed

without a password.

Setup: to adjust the actuator on the valve. A password is needed

to access this option if a password has been registered.

Change: to change the actuator conﬁguration. A password is needed

to access this option if a password has been registered.

Refer to §12 to get details about the Check, Setup and Change menus.

10 SELECTING THE DISPLAY LANGUAGE

Select language in the MENU and turn to OK to conﬁrm.

Select the language you want and turn to OK to conﬁrm.

11 PASSWORD

Users wishing to access the change or set up menus are prompted to

enter a password.

The default setting is no password and the change or

set up menus can be accessed by selecting OK.

The user can opt to add a password to restrict access to changes

Create password

Refer to section §24 “How to create or change a password”

Enter password

To enter password at the prompt CODE ?

Enter 1st digit with the blue selector and then turn to OK to conﬁrm.

Enter 2nd digit with the blue selector and then turn to OK to conﬁrm.

Enter 3rd digit with the blue selector and then turn to OK to conﬁrm.

The user can continue if the access code is correct.

Select OK to conﬁrm.

MENU

exit set up

language

check

setup

change

exit set up

LANGUAGE

French

English

Deutsch

Spanish

Portugues

Italian

Russian

Chinese

Polish

CODE?

0

user code

OK

ok

user code

OK

ok

15

EXIT

SETUP

LANGUAGE

CHECK

SET UP

CHANGE

EXIT

SETUP

MENU

RETURN

ACTIVITY

ALARMS

COMMANDS

no alarm

return

aux. command 1

aux. command 2

local command

local stop

remote stop

priority

fault tolerance

partial stroke

return

number of starts

running time

starts last 12h

handwheel action

TORQUE

return

torque setting

measured torque

torque curve

closing mode

sensor model

DATA

SHEET

return

valve tag number

actuator number

entry code

operating class

manufacture date

characteristics

software version

POSITION

return

close direction

opt position signal

sensor model

POSITIONER

return

signal range

dead band %

loss of signal

proport pulse

SIGNALING

return

opposite display

torque display

lights

LOCAL

INDICATION

return

relay 1

relay 7

fault relay

REMOTE

INDICATION

TIMER

return

timer open time

timer closed time

temporised zone

FIELDBUS

return

according to

bus interface

12 CHECK MENU FLOWCHART

16

EXIT

SET UP

LANGUAGE

CHECK

SET UP

CHANGE

EXIT

SET UP

MENU

RETURN

ACTIVITY

COMMANDS

return

aux. command 1

aux. command 2

local command

local stop

remote stop

priority

fault tolerance ESD

partial stroke

return

number of starts

running time

starts last 12h

handwheel action

TORQUE

return

torque setting

measured torque

closing mode

DATA

SHEET

return

valve tag number

entry code

characteristics

POSITION

return

close direction

opt position signal

POSITIONER

return

signal range

dead band %

lost signal

proportional pulse

SIGNALING

return

opposite display

torque displayed

lights

LOCAL

INDICATION

return

relay 1

relay 7

fault relay

REMOTE

INDICATION

TIMER

return

timer open time

timer close time

temporised zone

FIELDBUS

return

according to

interface bus

CLOSING MODE

CLOSE

DIRECTION

POSITION

SETTING

on (position)

on (torque)

on (torque) O/C

(CW)

(CCW)

return

valve closed?

valve open?

automatic

RETURN

(change ok?)

(no change)

user

code

BLUETOOTH

13 SET UP AND CHANGE MENU FLOWCHART

17

14 ADJUSTING AN ACTUACTOR ON A VALVE

The SET UP menu is used to set the open and closed positions

when the actuator has been

installed on the valve. Settings can be made manually by choosing

the open and closed positions, or automatically. In automatic

mode, the actuator rotates and halts at the end positions in response

to the torque limiter. INTELLI+ then determines the stop

positions. Set up manually if you want to avoid having the

actuator stop in response to the torque limiter or if you want

to choose the stop positions yourself.

14.1 MANUAL SET UP

Select set up in the MENU and turn to OK to conﬁrm.

Select closing mode in the SET UP menu and turn to OK to conﬁrm.

Select whether valve to close on basis of torque or position

(both open and close actions can also be set on torque).

Select OK to conﬁrm.

Select close direction and turn to OK to conﬁrm.

Indicate normal close direction (generally clockwise).

Select OK to conﬁrm.

Select position setting and turn to OK to conﬁrm.

Select valve closed ? to make closure setting Turn to OK to

conﬁrm. When (no) is displayed, turn to OK to conﬁrm. The display shows:

Set the valve in the closed position either with

the handwheel or using the motor control. Use the

same closing mode as previously, i.e. close to the

torque limiter for torque-type closure and without

torque limiter activation for position-type closure

When the valve is in the correct position perform local stop to return to the menu. When (yes) is

displayed, turn to OK to conﬁrm. If any doubt about the setting, select (no) and start again

Position ok is displayed. Turn to OK to continue. Now set the valve open position.

When valve open ? is displayed turn to OK to conﬁrm.

When (no) is displayed turn to OK to conﬁrm. The display shows:

Set the valve in the closed position either with the handwheel or using the motor control. Ensure

that there is no possibility that the actuator will reach the mechanical stop.

When the valve is in the correct position, perform local stop to return to the menu.

When (yes) is displayed turn to OK to conﬁrm. If in doubt about the setting, select (no) and start

again Position ok is displayed. Turn to OK to continue. The display shows the stroke (in degres for

SQX, in turns or mm for STX) at the end of the set up process.

or

Turn to OK to conﬁrm and return to control mode.

SET UP

return

closing mode

closing direction

position setting

return

POSITION SETTING

return

valve closed?

valve open?

automatic

return

close by button

return = local stop

0°

return = local stop

position ok

ok

measured stroke

90°

Note: At this stage of the set up

operation, the selectors used to navigate

through the menu become active for

performing actuator control functions

again. The knob has to be held until the

required position is obtained. The self-hold

capability is not active during set up.

measured stroke

37 turns

18

14.2 AUTOMATIC SET UP

Select set up in the MENU and turn to OK to conﬁrm.

Select closing mode in the SET UP menu and turn to OK

to conﬁrm. Select whether valve to close on basis of torque

or position both open and close actions can be set on torque).

Turn to OK to conﬁrm. When close direction is displayed turn

to OK to conﬁrm. Indicate normal close direction (generally

clockwise).

Turn to OK to conﬁrm.

When position setting is displayed turn to OK to conﬁrm.

Select automatic on POSITION SETTING menu

The automatic setting cycle begins when the user

turns to OK.

The actuator detects the end positions by means of the torque limiter and then positions itself at

mid-stroke to test its inertia in both directions of travel.

INTELLI+ determines stop positions at 0 and 100% on the basis

of the closing mode setting and the actuator inertia.

The display shows the stroke travel distance at the end of the

set up process

Turn to OK to conﬁrm and return to control mode.

15 POSITION SIGNAL AND POSITIONER

Position signal

Some actuator conﬁgurations can incorporate an analogue position signal.

No prior set up is required as the signal is automatically adjusted to the 0 to 100% positions. The

default signal is in 4-20 mA format (4 mA at 0% and 20 mA at 100%)

2 or 3-wire connections.

See §25 for further details and information on analog signals.

Positioner

Some actuator conﬁgurations can perform control functions in response to a control signal

(e.g. 4 – 20 mA). No prior set up is required as the signal is automatically adjusted to the 0 to 100%

positions.

To check positioning locally, local control has to be conﬁgured for proportional

control from 0 to 100%. When this setting has been completed, return to the

local control mode.

The display shows the opening position and the command in %.

Adjust the control value up or down with the blue button and ensure that the actuator adopts

the position required.

measured stroke

37 turns

ok

Note: The cycle can be

halted immediately during automatic

set up. Use the local stop command

to return to the menu .

This action cancels the set up procedure.

Warning: during automatic

setting the actuator halts on

mechanical stops so take care

according the type of valves

you are commissionning

32

33

34

35

2 wires connection

12 - 32V

mA

+

-

+

-

32

33

34

35

3 wires connection

12 - 32V

mA

+

-

+

-

30

31

-

+

4 - 20 mA

0 - 20 mA

0 - 10 V

19

One of the auxiliary commands has to be set to AUTO / ON-OFF to operate remotely (see §16.3).

The actuator is on positioner control when this setting has been completed. The auxiliary command

must be switched for On-Off commands. This auxiliary command is used for selecting positioner or

on-off control remotely.

See §26 for further details, particularly regarding deadband settings.

16 COMMANDS

Standard remote command modes are described in §7 above. This section covers additional control

methods.

16.1 REMOTE CONTROL VIA SINGLE CONTACT

The actuator can be controlled via a single external contact.

- Contact closed: valve opens

- Contact open: valve closes

The actuator has to be conﬁgured for priority to open (see §16.6)

The command can be made the other way round:

- Contact closed: valve closes

- Contact open: valve opens

In this case, the actuator has to be conﬁgured for priority to close (see §16.6)

16.2 AUXILIARY REMOTE CONTROLS

Two further remote commands are available and can be conﬁgured for the installation.

These commands can be assigned to speciﬁc functions.

4

5

6

7

8

9

10

OPEN

Opening by single

contact closing

4

5

6

7

8

9

10

CLOSE

Closing by single

contact closing

Configuration: priority to open

Configuration: priority to close

CLOSE

OPEN

Aux. command 1

Aux. command 2

STOP

4

5

6

7

8

9

10

11

12

CLOSE

OPEN

Aux. command 1

Aux. command 2

STOP

4

5

6

7

8

9

10

11

12

90 - 160V*

10 - 55V

*160 to 250V in option

20

Select change in the MENU and turn to OK to conﬁrm.

Select commands in the CHANGE menu and turn to OK to conﬁrm.

Select aux. command 1 or aux. command 2

in the COMMANDS menu and turn to OK to conﬁrm. Select a

command with the blue selector.

By default, aux. command 1 is assigned to local command inhibit

and aux. command 2 to ESD close.

If aux. command 1 and aux. command 2 are set to emergency

functions, aux. command 2 has priority.

Description of the commands:

- local/remote replaces local/remote switch on the actuator for enabling remote control or local

control from a remote location.

Turn to OK to conﬁrm and then select contact status for performing

this command:

Turn to OK to conﬁrm.

- local + remote/remote: same as above, but this command allows local and remote modes

to be enabled at the same time.

- local command inhibit: local command inhibit is a remote command. This command overrides

any open or close commands made locally and enables remote commands, even if the local/

remote selector on the actuator is on local.

Turn to OK to conﬁrm and then choose whether or not to maintain local stop capability.

The standard setting is for local stop and general shutdown to remain possible on the actuator.

Select local off (no) to inhibit local stop as well.

Turn to OK to conﬁrm and then select contact status for performing

this command (as described above).

Turn to OK to conﬁrm.

- open / close inhibit: this command is used to prevent

the actuator from opening or closing.

For example, a main valve has a by-pass valve and should not

open unless the by-pass valve is already open. In this case,

a limit switch on the by-pass valve could be used to prevent

the main valve from opening unless the limit switch has been

activated.

Turn to OK to conﬁrm and then select contact status for perfor-

ming this command (as described above). Turn to OK to conﬁrm.

AUX. COMMAND 1

no assigned

local/remote

local+remote/remote

local command inhibit

open inhibit

close inhibit

auto / on-off

ESD close

ESD open

ESD stop

partial stroke

LOCAL / REMOTE

contact (c) = remote

contact (o) = remote

LOC CMD INHIBIT

local off (yes)

local off (no)

LOC CMD INHIBIT

contact (c) = inhibit

contact (o) = inhibit

OPEN INHIBIT

contact (c) = inhibit

contact (o) = inhibit

If you just want to check settings without

making changes, select check instead

of change in the main menu.

Aux. command 1Selector local/remote

A

ctuator

terminal

11

1rst choice: closed contact = remote commands.

2nd choice: open contact = remote commands

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Bernard Controls SQX Range INTELLI+ Installation & Operation Manual

Bernard Controls SQX Range INTELLI+ Installation & Operation Manual

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