HercuLine® 2000 Series Actuator
Installation, Operation and
Maintenance Manual
Doc. No.:
Revision:
Date:
62-86-25-10
6
7/07
Honeywell Field Solutions
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
HercuLine 2000 Series Actuator Model Selection Guide
Modbus® RTU Serial Communications User Manual
61-86-03-14
62-86-16-21
51-52-25-66
51-52-25-103
Modbus® RTU Serial Communications User Manual
Configuration/Remote Calibration Interfaces for HercuLine Actuators
HercuLink™ User Manual
62-86-25-11
62-86-25-12
HART Communications Installation and Operations Manual
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)
http://www.honeywell.com
http://www.honeywell.com/ps
Corporate
Honeywell Process Solutions
Telephone
Contact us by telephone at the numbers listed below.
Organization
Phone Number
United States and Canada
Honeywell
1-800-423-9883 Tech. Support
1-800-525-7439 Service
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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.
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Contents
Contents
Contents................................................................................................................v
Introduction ...........................................................................................................1
Product Description ...................................................................................................................... 1
Model distinctions.....................................................................................................................................1
HercuLink® Palm® software......................................................................................................................1
Specifications........................................................................................................5
Technical and Operating Specifications.......................................................................................5
Model Selection Guide ............................................................................................................... 10
Installation...........................................................................................................12
Installation Overview .................................................................................................................. 12
Before Starting............................................................................................................................ 13
Installation Considerations .....................................................................................................................13
Actuator Mounting ...................................................................................................................... 13
Mechanical Installation............................................................................................................... 15
Linkage Set-up.......................................................................................................................................15
Electrical Installation................................................................................................................... 17
General Wiring Recommendations ........................................................................................................17
Actuator Connections.............................................................................................................................17
HercuLine® 2000 Terminal Connections ................................................................................................18
HercuLine® 2001/2002 with Auto/Manual Terminal Connections...........................................................19
HercuLine® 2003 Wiring Connections and Operation (Actionator 640D Replacement) .........................20
Burner Control/Flame Safety...............................................................................23
Introduction ............................................................................................................................................23
Configuration..........................................................................................................................................23
Wiring.....................................................................................................................................................23
Series 90 Control – HercuLine® 2001 model only......................................................................24
Connections ...........................................................................................................................................24
Considerations .......................................................................................................................................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
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Contents
Configuration Prompt Hierarchy.................................................................................................38
Input Set Up Group..................................................................................................................... 39
Equal Percentage Valve Characteristic..................................................................................................42
Quick Opening Valve Characteristic.......................................................................................................43
Relays Set Up Group.................................................................................................................. 44
Relay Examples .....................................................................................................................................46
Current Out Set Up Group.......................................................................................................... 49
Communications Set Up Group..................................................................................................50
Digital Input Set Up Group ......................................................................................................... 51
Display Set Up Group................................................................................................................. 52
Lock Set Up Group..................................................................................................................... 53
Set/Change Password ...........................................................................................................................54
Read Status Set Up Group......................................................................................................... 55
Drive Set Up Group .................................................................................................................... 56
Set Tag Name........................................................................................................................................58
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
Spur Gear Lubrication............................................................................................................................87
Replacement Procedures........................................................................................................... 89
Replacement/Upgrade/Accessory Kits................................................................91
Replacement Kits ....................................................................................................................... 91
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Upgrade Kits.............................................................................................................................102
Accessory Kits..........................................................................................................................104
Troubleshooting ................................................................................................105
Introduction...............................................................................................................................105
Troubleshooting Procedures ....................................................................................................106
Appendix A - HercuLine® 2001/2002 Configuration Record Sheet....................112
Index .................................................................................................................116
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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
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Figures
Figure 1 HercuLine® 2000 Series Actuator .................................................................................................................2
Figure 2 HercuLine® 2002 Actuator Internal View.....................................................................................................3
Figure 3 Outline and Dimensions of HercuLine® 2000 Series Actuators.................................................................14
Figure 4 Constant Torque Linkage...........................................................................................................................15
Figure 5 Variable Torque Linkage ............................................................................................................................16
Figure 6 Standard crank arm......................................................................................................................................16
Figure 7 Crank arm with optional ball joint and push rod.........................................................................................16
Figure 8 HercuLine® 2000 connections.....................................................................................................................18
Figure 9 HercuLine® 2001/2002 connections............................................................................................................19
Figure 10 HercuLine® 2003 connections..............................................................................................................20
Figure 11 CE wiring part 1.......................................................................................................................................21
Figure 12 CE Wiring part 2 .......................................................................................................................................22
Figure 13 Burner Control/Flame Safety Wiring.......................................................................................................23
Figure 14 Series 90 connections................................................................................................................................24
Figure 15 T775 Controller connections....................................................................................................................25
Figure 16 Flow Diagram............................................................................................................................................27
Figure 17 Interconnection Diagram...........................................................................................................................27
Figure 18 Proportional Flow Using Multiple Actuators............................................................................................28
Figure 19 Multiple Actuator Interconnection Diagrams............................................................................................29
Figure 20 Interconnection Diagrams .........................................................................................................................30
Figure 21 HercuLine® 2000 Display and Keypad .....................................................................................................31
Figure 22 Relay connectors .......................................................................................................................................46
Figure 23 Regions of Motor Travel...........................................................................................................................62
Figure 24 Auto - Manual Switch ...............................................................................................................................64
Figure 25 Calibration Wiring Connections (non-slidewire emulation) .....................................................................66
Figure 26 Calibration Wiring Connections (slidewire emulation).............................................................................67
Figure 27 Jumper Location on CPU PWA ...............................................................................................................68
Figure 28 Location of NCS Assembly.......................................................................................................................75
Figure 29 Location of potentiometer position sensor ................................................................................................77
Figure 30 End of Travel Limit Switch Settings.........................................................................................................78
Figure 31 Location of End-of-Travel Limit and Auxiliary Switches ........................................................................80
Figure 32 Auxiliary Switch Settings..........................................................................................................................81
Figure 33 Terminal Block Connections for Modbus Communications.....................................................................86
Figure 34 Spur Gear Location ...................................................................................................................................88
Figure 35 Power Distribution PWA and Relay PWA Locations...............................................................................89
Figure 36 Motor Drive Circuit Fuses.........................................................................................................................90
Figure 37 Replacement Kits 6, 7, 8, 11, 12, 14..........................................................................................................91
Figure 38 Replacement Kit 10..................................................................................................................................92
Figure 39 Replacement Kits 1, 2, 3, 4, 5, 9, 15, 16, 19..............................................................................................93
Figure 40 Replacement Kit 13...................................................................................................................................94
Figure 41 Replacement Kits 17, 18 ...........................................................................................................................95
Figure 42 Test for Actuator Operation ....................................................................................................................107
Figure 43 Power Up Diagnostics.............................................................................................................................108
Figure 44 Test Power Distribution PWA.................................................................................................................109
Figure 45 Test AUTO - MANUAL Switch.............................................................................................................110
Figure 46 Test Relay Function ................................................................................................................................111
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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
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Introduction
Product Description
Display and
keypad
Handwheel
Conduit
entry
Shaft and
position indicator
Auto/manual
switch
Figure 1 HercuLine® 2000 Series Actuator
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Introduction
Product Description
Display
Keypad
PWA
Wiring
Label
Mechanical Stops
TB3
Connector
for customer
input and
output
Cams and
limit
switches
connection
on CPU
PWA
TB1
customer
power
connection
External
auto-manual
switch
Non-contact
sensor
Relay PWAs
Figure 2 HercuLine® 2002 Actuator Internal View
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Introduction
Product Description
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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
Mechanical Stops
Alloy steel, high efficiency steel spur gear primary train. Precision ground, self-
locking/self releasing worm gear final mesh.
Factory set at 90° or 150° (+/-5°).
Attention: Do not adjust the mechanical Stops. Adjusting the stops will void
the warranty
Storage Temperature
Relative Humidity
Scale
–40 °C to +93 °C (–40 °C to +200 °F)
0 % to 99 % R.H. non-condensing over the full operating temperature range.
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
Rotation
0.625+/-.005 in (15.88 +/-.13mm) diameter
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 set-
up.
Lubrication
Texaco Starplex 2 EP Grease
Torque lb-in (N
M)
50 Hz (90°/150°)
60 Hz (90°/150°)
Output Torque/Full
Travel Stroking Time
4.5 / 7.5
9 / 15
18 / 30
36 / 60
54 / 90
4 / 6
50 / (6.0)
7 / 12
15 / 25
30 / 50
45 / 75
100 / (11.5)
200 / (22.5)
400 / (45.0)
400 / (45.0)
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Specifications
Technical and Operating Specifications
Electrical
Mains Supply
Motor
100-130 Vac single phase, 50 Hz or 60 Hz
200-240 Vac single phase, 50 Hz or 60 Hz
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
Stays in place on loss of power
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
Analog:
HercuLine® 2001
Analog:
HercuLine® 2000/2003
Input Signals
• 0/4 to 20 mA (With CPU
PWA jumper in current
position)
• 0/4 to 20 mA (With CPU
PWA jumper in current
position)
120 vac drive open/120 vac
drive close
240 vac drive open/240 vac
drive close
• 0/1 to 5 Vdc
• 0 to 10 Vdc
Digital:
• 0/1 to 5 Vdc
• 0 to 10 Vdc
• Series 90 control
Digital:
• Modbus RTU (RS485)
• Modbus RTU (RS485)
Isolation
Input signal, output signal and power are isolated from each other.
Current Out — 0 to 1000 ohms
NA
NA
NA
Load Requirement (4-20)
Input Impedance
0/4 to 20 mA
250 ohms
10 K ohms
0/1 to 5 Vdc
0-10 vdc
Feedback
0 to 20 mA, 4 to 20 mA
Dual output 1000 ohms
over 90 degrees (135 ohms
with 158 resistor)
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 150 degrees (135
ohms with with 158 resistor)
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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
NA
Modbus RTU or optional HART™
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
1000 ohm film potentiometer
Dual 1000 ohm film
potentiometers
(not on 2003)
Sensitivity
Hysteresis
Deadband
Repeatability
0.2 % to 5 % of 90° span, proportional to deadband
Less than 0.4 % of full scale
NA
NA
NA
NA
0.2 % to 5 % of 90° span, programmable. Shipped at 0.5 %
0.2 % of 90° span
Repositions
(minimum @ 90 or 150
degree stroke)
Table 1 option –050-
Table 1 option –100-
Table 1 option –200-
Table 1 option –400-
Table 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
NA
Temperature
Coefficient
Less than ± 0.030 % of span per degree C for 0 °C to 50 °C
Less than ± 0.05 % of span per degree C for –40 °C to 75 °C
90 % of span.
Zero Suppression
Input Filters
NA
NA
NA
Selectable spike and low pass filters.
Solid State Motor
Control
Two triac switches for clockwise or anti-clockwise motor operation.
Transient voltage protection provided.
Failsafe operation
If input signal exceeds configured input range. Selectable and
adjustable.
NA
Direction of Rotation
Duty Cycle
Field programmable
Continuous
Wire swap
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Specifications
Technical and Operating Specifications
HercuLine® 2002
HercuLine® 2001
HercuLine® 2000/2003
Programmable
Functions
Selectable and configurable operating parameters:
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
Display Design
LED indicators
Multi-segment LED displays that provides up to ten alphanumeric characters. Display
arrangement consists of two rows:
1st row (Upper display) – four characters
2
nd row (Lower display) – six characters.
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.
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Specifications
Technical and Operating Specifications
Specifications – Communications
Communications
Communications
Option
RS 485 Serial Communication, Modbus RTU Protocol
Connection
Twisted pair cable with shield
600 meters (2000 feet)
Maximum loop length
Communication Mode
Baud Rate
Half duplex
300, 600, 1200, 2400, 4800, 9600, 19.2K
Required Specifications – PDA (customer provided)
PDA
Operating System
RAM
Palm OS version 3.5 or greater
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.
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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
VII
VIII
IX
_ _ _ _
-
_ _ _
-
_ _ _
-
_ _ _
-
_ _ _ - _ _
-
_ _ _ _ _ _
-
_
-
_
-
_ _
KEY NUMBER - Motor Selection
Basic Motor Unit (no electronics)
Selection
2000
Availability
Basic Motor Unit plus Digital Electronics
2001
Enhanced Performance Motor Unit with Non-contact Position Sensing
Unidirectional Motor (M640D Replacement)
2002
2003
TABLE I - TORQUE & SPEED SELECTION (speed per 150 degree rotation)
Torque, lb-in/(N-M)
50 / (6.0)
100 / (11.5)
200 / 22.5)
400 / (45.0)
400 / (45.0)
50Hz
7.5 sec
15 sec
30 sec
60 sec
90 sec
60Hz
6 sec
12 sec
25 sec
50 sec
75 sec
050
100
200
400
600
TABLE II - ROTATION
Travel
90 degrees
150 degrees
360 degrees
090
150
360
TABLE III - POWER SUPPLY
Single Phase 100 - 130 Vac, 60 Hz
126
125
246
245
100 - 130 Vac, 50 Hz
200 - 240 Vac, 60 Hz
200 - 240 Vac, 50 Hz
TABLE IV - ANALOG INPUT/OUTPUT SIGNALS
Input
3 Wire Drive up/down
0 _ _
2 _ _
3 _ _
4 _ _
6 _ _
_ 00
_ 15
_ 19
_ 60
_ 65
_ 80
_ 85
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
a
Output
None
(Note 1)
(Note 1)
b
c
Dual 1000 Ohm (1000 ohms over 150 degrees)
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)
TABLE V - SWITCH AND RELAY OUTPUTS (2 end-of-travel switches are standard)
Auxiliary Outputs
No Auxiliary Switches
2 Auxilliary Switches
4 Auxilliary Switches
No Relays
0 _
2 _
4 _
_ 0
_ 2
_ 3
_ 4
Relay Outputs
2 Programmable Relay Outputs
2 Programmable Relay Outputs
4 Programmable Relay Outputs
continued
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Specifications
Model Selection Guide
2000 2001 2002 2003
TABLE VI - OPTIONS
Local keypad/
display
Selection
0_ _ _ _ _
1_ _ _ _ _
_ 0_ _ _ _
_ 1_ _ _ _
_ 2_ _ _ _
_ _ 0_ _ _
_ _ 1_ _ _
_ _ _ 0 _ _
_ _ _ 1_ _
_ _ _ _ 0_
_ _ _ _ 1_
_ _ _ _ _0
_ _ _ _ _1
No local display interface supplied
(Note 2)
Integrally mounted local display/keypad interface
No auto/manual switch
Local Auto/
manual switch
Auto/manual switch with "Out of Auto Contact"
Auto/manual switch with "Out of Auto Contact"
No Handwheel
Handwheel
Handwheel
Certificates
Approvals
None
Certificate of Conformance
UL Type 4/IP66, CSA
CE
(Note 4)
Shipped Rotation
Counter clockwise shaft rotation on increasing signal
Clockwise shaft rotation on increasing signal
TABLE VII - COMMUNICATIONS/PROTOCOL
None
No communications option board or protocol
0
1
2
Modbus RTU RS485 RS-485 Modbus compliant - standard with EEU
HART 5
HART Communications Protocol
TABLE VIII - MANUALS
Standard
English
0
TABLE IX - FACTORY OPTIONS
Factory Options
None
00
Restrictions
Restriction
Letter
Available Only With
Not Available With
Table
Selection
_ 00
Table
Selection
IV
II
IV
II
_ 60, _ 80
090
a
b
c
150
090
150
II
II
ACCESSORIES
Mounting Hardware
Mounting plate adapter for Barber Colman Series MP495
Mounting plate adapter for Landis & Staefa SQM53/56
Direct Couple Valve Hardware
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
North American Valve Retrofit Kit
Linkage Assembly
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
HART
HercuLinkTM Palm Software
Handheld Config.
(Note 3)
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
Remote Mount
Control
Notes:
1. 135 ohm available by parallelling 1K potentiometer with 158 Ohm resistor (supplied).
2. HercuLinkTM software (pn 51452354-509), RS232/485 converter (pn 51452354-510),
customer supplied PalmTM 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.
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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
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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.
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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
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HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual
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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°
45°
45°
45°
Linkage
Start
Stop
Close
Open
Drive Unit
Crank Arm
Damper
Crank Arm
Horizontal Offset
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.
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Installation
Mechanical Installation
Vertical
Vertical
Centerline
Centerline
45°
45°
Actuator
Crank Arm
Linkage
Close
Open
5°
Damper
Horizontal Offset
Crank Arm
a/n 23200
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
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HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual
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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
14
Description
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.
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Installation
Electrical Installation
HercuLine® 2000 Terminal Connections
Table 3 Terminal Connections: HercuLine® 2000
Connection
Terminal Numbers
and LABEL
Descriptions
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 motor drive
CW from Controller
CCW from Controller
Potentiometer #1
5
6
CCW motor drive
7
8
9
Clockwise-End
Slider
Counterclockwise-End
Potentiometer #2
Protective Ground
10
11
12
Clockwise-End
Slider
Counterclockwise-End
Ground wire connection for mains supply
158 ohm
158 ohm
Install resistors to convert 1000 ohm
potentiometer to 135 ohms
1
REQUIRED ONLY IF AUTO/MANUAL
SWITCH IS PRESENT
1
Figure 8 HercuLine® 2000 connections
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HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual
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Installation
Electrical Installation
HercuLine® 2001/2002 with Auto/Manual Terminal Connections
Table 4 Terminal Connections: HercuLine® 2001/2002 with auto/manual
Connection
Terminal Numbers
and LABEL
Descriptions
See Figure 9
TB1
Hot
1
2
3
Hot wire for 120/240VAC mains supply
Neutral wire for 120/240VAC mains supply
Ground wire connection for mains supply
Neutral
Protective Ground
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*
Feedback
1 (+)
2 (-)
Analog signal output
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
6 (+)
Connection for RS485 Modbus loop wires
Communication
7 (-)
8 Shield
HART Communications
Digital Input
4 (+)
5 (-)
HART Communication is 4-20 mA only.
Customer’s contact closure
9 Com
10 Input
HART
Communications
Connection
_
+
HART connection using
external Turck connector
Auxiliary
Connector
_
+
Brown
Blue
Black
Black Wire Not Used
Figure 9 HercuLine® 2001/2002 connections
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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.
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HercuLine™ 2000 Series Actuator - Installation, Operation and Maintenance Manual
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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
1
Action
Remove AC power to actuator.
2
Loosen the 6 captive screws (use 5mm hex key) and remove the cover.
Locate the terminals TB1-1, TB1-2 and ground screw.
3
4
Loosen the screws at terminals TB1-1 and TB1-2. Remove screw used for ground.
Install the appropriate MOV assembly as shown in Figure 11.
All ferrites require 1 loop of wire per ferrite. Connect as shown in following steps.
• Current input and output (slidewire emulation) connection
• Communications and digital input connection
5
6
7
Ground
screw
Current input
and output
(slidewire
TB1-2
TB1-1
emulation)
Communications
and digital input
Figure 11 CE wiring part 1
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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.
Reapply AC power to the actuator.
10
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.
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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
4
1
2
3
5
6
7
8
9
10
High Fire
Common
To TB3 #10
To TB3 #5
–
+
•
•
Add Jumper
Low Filter
+ 4 to 20 Output from Controller
– 4 to 20 Output from Controller
Modulate
•
Typical Flame
Safety Module
Figure 13 Burner Control/Flame Safety Wiring
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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
White
1+
2-
4-20mA output
4-20mA input
4+
5-
Red
Blue
Figure 14 Series 90 connections
Considerations
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.
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Burner Control/Flame Safety
Series 90 Control – HercuLine® 2001 model only
Auto
W
T775 B 3
T775 W 1
I out from
HercuLine2001
W
R
R
+ Signal to
HercuLine2001
Man
GND to
HercuLine2001 (2)
B
B
T775 R 2
Figure 15 T775 Controller connections
3. 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.
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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
2
3
4
5
6
Enter Set Up mode by pressing SET UP key
Select SET INPUT group
Press FUNCTION key until INP HI (on lower display) is selected.
Set INP HI value to 50.0
Press FUNCTION key to select INP LO and set value to 0.0
Press DISPLAY key to exit Set Up mode.
To Set Actuator span to operate from 12 to 20 mA input.
1
2
3
4
5
6
Enter Set Up mode by pressing SET UP key
Select SET INPUT group
Press FUNCTION key until INP HI (on lower display) is selected.
Set INP HI value to 100.0
Press FUNCTION key to select INP LO and set value to 50.0
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.
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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
4 to 20 mA
Valve
SP
Linkage
MP
FIC
Position
mA
Figure 16 Flow Diagram
Current Output Controller
Actuator
See Figure
27 for jumper
location
Jumper W2
Hot
Neutral
Ground
+
= Current
120/240
VAC
4 to 20 mA
-
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.
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Burner Control/Flame Safety
Master/Slave Arrangement
Orifice Plate
FT
PV
Positioner & Actuator
Controller
Valve
SP
4 to 20 mA
Linkage
MP
#1
FIC
Linkage
Valve
MP
#2
Proportional
with Bias
Linkage
Valve
MP
#3
Ratio
Position
mA
Figure 18 Proportional Flow Using Multiple Actuators
Actuator #1
10260S Series Actuator #1
Current Output Controller
Jumper W2
= Current
Hot
+
-
120/240
VAC
Neutral
Ground
1 to 5 VDC
4 to 20 mA
Actuator #2
Note: Controller must
be capable of sourcing
the impedance.
10260S SeeAuato#2
Jumper W2
= Current
Hot
Neutral
Ground
See Figure
27 for jumper
location
120/240
VAC
Actuator #3
10
Jumper W2
Hot
= Current
Neutral
Ground
120/240
VAC
Preferred
Wiring
NOTE: If using HART® communications, for this application HART®must be configured for Multi-drop operation.
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Burner Control/Flame Safety
Master/Slave Arrangement
Current Output Controller
10Actuator#1
Hot
Neutral
Ground
Jumper W2
+
120/240
VAC
= Current
4 to 20 mA
-
10
Actuator #2
ot
120/240
VAC
Jumper W2 eutral
round
= Voltage
See Figure
27 for jumper
location
10260S Series Actuator #3
Actuator #3
Hot
eutral
round
120/240
VAC
Alternate
Wiring
Jumper W2
= Voltage
Figure 19 Multiple Actuator Interconnection Diagrams
NOTE: If using HART® communications, for this application HART® must be configured for Multi-drop operation.
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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
1
Actuator #1
Hot
Neutral
Ground
Jumper W2
+
120/240
VAC
= Current
4 to 20 mA
-
Actuator #2
Note: Controller must
be capable of sourcing
the impedance.
1
See Figure
27 for jumper
location
Jumper W2
Hot
= Current
120/240
VAC
Neutral
Ground
Preferred
Wiring
NOTE: If using HART® communications, for this application HART® must be configured for Multi-drop operation.
Actuator #1
1
Current Output Controller
Jumper W2
Hot
Neutral
Ground
+
= Current
120/240
VAC
4 to 20 mA
-
Actuator #2
1
See Figure
27 for jumper
location
Jumper W2
Hot
Neutral
Ground
= Voltage
120/240
VAC
Alternate
Wiring
Figure 20 Interconnection Diagrams
NOTE: If using HART® communications, for this application HART® must be configured for Multi-drop operation.
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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
Upper Display
(Four Characters)
MANUAL
AUTO
Lower Display
(Six Characters)
SET UP
FUNCTION
DISPLAY
MAN/AUTO
Figure 21 HercuLine® 2000 Display and Keypad
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Set Up and Calibration Procedures
Local Display and Keypad
Table 6 Keypad Description
Function
Key or
LED Indicator
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
MAN/AUTO
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.
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
DECREMENT
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.
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.
☼
Indicates that the actuator has detected a motor stall condition.
Indicates a programmed alarm condition exists.
Indicates actuator is in manual mode
☼ STALLED
☼ ALARM
☼ MANUAL
☼ AUTO
Indicates actuator is in automatic mode.
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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
Scrolling
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.
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
through the set up groups twice as fast using the or
key. When in
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
significant digit in the upper display by holding in one key
pressing the other or at the same time.
or
and
• The adjustment will move one digit to the left.
• Press the key again and you will move one more digit to the left.
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.
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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
Table 10
SET
INPUT
Select and set various parameters associated with the
input signal to the actuator.
SET
RELAYn
n = 1, 2, 3, or 4
Select relay functions. NOTE: Set Relay groups will
show on display only if relays are installed in the
actuator.
Table 13
Table 15
Table 16
Table 17
Table 18
SET
CUROUT
Select the output signal type of the actuator.
SET
COMM
Select communication parameters for remote control of
actuator when connected to a SCADA system.
SET
DIGINP
Select the parameters for external digital input states.
Select and set parameters for the local display.
Calibrate input zero and span values.
SET
DISPLA
CAL
INPUT
Calibration
Procedure,
Table 25
CAL
MOTOR
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
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
Table 20
Table 21
READ
STATUS
Display operating and alarm status. Display self-test
diagnostic results.
SET
DRVINF
Display and/or set various parameters specific to the
actuator.
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Set Up and Calibration Procedures
Set Up Groups
SET
MAINT
Display various operating statistics. Reset
accumulated operating statistics
Table 22
Table 23
CAL
Use the display as an indicator, (in this case a
POSOUT
voltmeter) so you can verify that the position sensor is
operating properly.
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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
1
Operation
Press
Result
SET
Enter Set Up Mode
SET UP
Upper Display =
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.
Upper Display
3
Select a Function
Parameter
FUNCTION
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.
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Set Up and Calibration Procedures
Set Up Procedure
Step
5
Operation
Press
Result
Change the Value
or Selection
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
7
Enter Value or
Selection
FUNCTION
or
This key selects another function prompt.
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.
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.
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Set Up and Calibration Procedures
Configuration Prompt Hierarchy
Configuration Prompt Hierarchy
Setup Groups
Function Prompts
IN TYP INP HI INP LO FILTYP Direct Dband FSTYPH
FsVALH
X20 VAL
INPUT
FSTYPL
Y0 VAL
FsVALL
CHAR CUSTOM X0 VAL
Y20 VAL
…
…
RTYPny Rny VAL Rny E*
Rny HL RLYnHY
Rny HL RTYPny Rny VAL Rny E*
RELAYn
n = 1,2,3 or 4 y = 1 or 2
CUROUT
CUROUT
COMM
DIGINP
DISPLA
LOCK
COMM
DIGINP
DECMAL
LOCKID
FAILSF
ADDRES
EndPos
BAUD
XmtDLY DBLBYT
EUNITS
LOCK
UNITS
MAENAB
SEETST
RAMTST
CFGTST
ROTATE
CALTST
STATUS
VERSON
LREP
SPEED
LCAL
POWER
REPTYP
TAG
MFGDAT
DRVINF
MAINT
TEMP
TEMPHI TEMPLO
ACSTAL
REGN0
STARTS
RL1CNT
REGN9 TOTDEG
RL2CNT
DATSAV
RL3CNT
PASSWD
RL4CNT
MANRST
…
LD CAL
LD CFG
RESTRT
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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
Selections or
Range of Setting
Parameter Definition/PDA HercuLink Prompt
Prompt
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, 0/1-
5Vdc, 0-10Vdc
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)
4-20
0-20
1-5V
0-5V
0-10
R_SP
NOTE: Changing the Input Actuation Type will restore the
actuator calibration to its factory values.
IN TYP
INP HI
INP LO
S_90
Series 90 – 0 to 135 ohms.
Note: If input type from model selection guide is: Series 90
control
10.0 to 100
INPUT HIGH RANGE VALUE in % is displayed.
default = 100
NOTE: When Input Type (R_SP or S_90) is selected, Input
Hi is not configurable.
0.0 to 90.0
INPUT LOW RANGE VALUE in % is displayed.
default = 0.0
NOTE: When Input Type (R_SP or S_90) is selected, Input
Hi is not configurable.
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Set Up and Calibration Procedures
Input Set Up Group
Actuator Lower
Display
Selections or
Range of Setting
Parameter Definition/PDA HercuLink Prompt
Prompt
NONE
INPUT FILTER TYPE— Allows the selection of a software
FILTYP
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.
default = LPAS
NOTE: When Input Type (R_SP or S_90) is selected, Input
Filter Type = NONE.
LPFILT *
Direct
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.
NOTE: When Input Type (R_SP or S_90) is selected, Low
Pass Filter Value is not configurable.
default = 0.5
CCW
CW
ACTUATOR ROTATION—This selection determines the
direction of rotation of the actuator shaft.
Counterclockwise rotation
Clockwise rotation
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.
default = CCW
Dband
0.2 to 5.0
(in percent of
span)
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
Last Position—Actuator motor remains at last position.
Up—Actuator motor moves to full scale value.
Down—Actuator motor moves to zero value.
DOWN
USER
User selected value—Actuator motor moves to a customer-
defined value.
default = UP
* Allows setting of failsafehi input value.
0 to 100%
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.
FsFVALH *
default = 100
Range is from 0 to 100%.
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Input Set Up Group
Actuator Lower
Display
Selections or
Range of Setting
Parameter Definition/PDA HercuLink Prompt
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
UP
Last Position—Actuator motor remains at last position.
Up—Actuator motor moves to full scale value.
Down—Actuator motor moves to zero value.
DOWN
USER
User selected value—Actuator motor moves to a customer-
defined value.
default = DOWN
* Allows setting of failsafelo input value.
0 to 100%
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.
FsFVALL *
CHAR
default = 0
Range is from 0 to 100%.
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.
Custom— Custom characterization. Selecting custom
allows you to create a twentieth order characterization of
input value (x) and associated shaft position (y).
default = LINR
NOTE: Selecting CUST input characterization causes the
following prompt CUSTOM to be displayed.
EQUL
QUIK
USER
Equal percentage – Sets the characterization as explained
in Equal Percentage Valve Characteristic on page 42.
Values are read-only.
CUSTOM
Quick opening - Sets the characterization as explained in
Quick Opening Valve Characteristic on page 43. Values are
read-only.
default = EQUL
User-configurable – Lets you create your own
characterization using the following Xn VAL and Yn VAL
prompts.
Xn VAL
n = 1 - 20
Yn VAL
0 to 100 %
0 to 100 %
Input Value— as a percentage of input range. Defaults are
in increments of 5%.
Shaft Position Value— as a percentage of position range.
Defaults are in increments of 5%.
n = 1 - 20
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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
Xn VAL Yn Val
Order
Equal Percentage Valve Characterization
% of
% of
Range
Range
0
1
0
5
0
0.8
100
95
90
85
80
75
70
65
60
55
50
45
40
35
30
25
20
15
10
5
2
10
15
20
25
30
35
40
45
50
55
60
65
70
75
80
85
90
95
100
2.1
3
3.2
4
4.9
5
6.5
6
8.4
7
10.7
13.2
15.7
18.7
22.6
27.2
33.4
40
8
9
10
11
12
13
14
15
16
17
18
19
20
46
0
10
20
30
40
50
60
70
80
90
100
53.8
63.2
73.7
86.2
100
Xn VAL - Actual Input
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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
Xn VAL
Yn Val
Order
Quick Opening Valve Characteristic
% of
% of
Range
Range
0
1
0
5
0
10
2
10
15
20
25
30
35
40
45
50
55
60
65
70
75
80
85
90
95
100
20
100
95
90
85
80
75
70
65
60
55
50
45
40
35
30
25
20
15
10
5
3
30
4
40
5
50
6
60
7
70
8
77
9
82
10
11
12
13
14
15
16
17
18
19
20
86
88
90
92
94
95
96
0
10
20
30
40
50
60
70
80
90
100
97.5
98.5
99.5
100
Xn VAL - Actual Input
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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
Actuator Lower
Display
Selections or
Range of Setting
Parameter Definition/PDA HercuLink® Prompt
Prompt
RTYPny
NONE
RELAY TYPE— Selects the relay number and the relay
activation type. See Table 14 Relay Type Descriptions.
n = 1, 2, 3, or 4
y = 1 or 2
InPR
PosR
Input Range— Upper / lower limits of input signal exceeded
Position Range— Upper / lower limits of motor position
exceeded
DEV
ULim
LLim
T Hi
T Lo
STRT
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.
STAL
MAN
PWRF
FsFA
PosF
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
DiGI
Digital Input— Digital input closure
TDEG
Total Degrees— total degrees traveled. Allows setting of
multiplier value.
default = InPR and
NONE
RnyE*
X1
X10k
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).
default = X1
RnyVAL
n = 1, 2, 3, or 4
y = 1 or 2
0.0 to 100.0
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.
Rny HL
n = 1, 2, 3, or 4
y = 1 or 2
HI
LO
RELAY HIGH/LOW— Sets relay trip point to high or low
limit.
RLYnHY
0.0 to 100.0
RELAY HYSTERESIS— 0.0 to 100.0% of span or full output.
n = 1, 2, 3, or 4
(in percent)
NOTE: Relay Hysteresis parameter is accessible only if
appropriate relay type is selected.
n is the relay number, y is the relay contact.
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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)
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.
Input 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.
Position Range
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.
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.
Upper Limit Travel
Lower Limit Travel
Temperature High
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.
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.)
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.
Starts
The motor is in a stall condition.
The actuator is in manual mode.
Stall
Manual Mode
Power Up Test Failure
A failure of any one of the power up test diagnostics. See READ STATUS set up
group.
The actuator is in failsafe. (input signal loss or input signal out of valid range)
The potentiometer or non-contact sensor output is out of range or has failed.
The digital input closure.
Failsafe
Position Sensor Failure
Digital Input
The total degrees traveled.
Total Degrees
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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
Parameter
RTYP11
R11VAL
R11HL
Value
PosR
80.0
HI
SET RELAY1
RTYP12
R12VAL
R12HL
PosR
20.0
LO
RLY1HY
0.0
The figure below shows the resulting action.
Motor
0%
Position
20%
17
100%
80%
17
Open
18
18
Closed
Closed
RELAY 1
Normally Open
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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
Parameter
RTYP11
R11VAL
R11HL
Value
DEV
10.00
HI
SET RELAY1
RTYP12
R12VAL
R12HL
DEV
-10.00
LO
RLY1HY
0.0
The resulting action is shown below.
Input
50%
Motor
0%
Position
100%
-10%
+10%
Closed
Closed
Open
RELAY n
Normally Open
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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
Parameter
RTYP21
R21VAL
R21HL
Value
ULim
70.0
HI
SET RELAY2
RTYP22
RLY2HY
NONE
10.0
Motor
Position
60%
70%
100%
0%
H
y
s
t
e
r
Closed
Open
e
s
I
RELAY n
Normally Open
s
Motor
Position
60%
70%
100%
0%
H
y
s
t
e
r
Open
Closed
e
s
I
RELAY n
Normally Open
s
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
Parameter
RTYP11
R11 E*
Value
STRT
X10K
20
SET RELAY1
R11VAL
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.
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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
Selections or
Range of Setting
Parameter Definition/PDA HercuLink Prompt
Prompt
CUROUT
OUTPUT SIGNAL RANGE— Selects the signal output
range.
Note: If output
type from model
selection guide
is:
0/4-20mA, 0/1-
5Vdc
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
Note: If output
type from model
selection guide
is:
Slidewire
Emulation
CUROUT
NONE
No current output configured.
Note: If output
type from model
selection guide
is:
None
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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
Selections or
Range of Setting
Parameter Definition/PDA HercuLink Prompt
Prompt
COMM
COMMUNICATONS PARAMETERS— Disables or enables
parameter displays for Modbus communciations set up.
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
1 to 99
HART – selects HART as the communications protocol
ADDRES
BAUD
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
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
DBLBYT
FLOATING POINT DATA FORMAT— Selects the format for
transferring floating point data.
Byte Order
FP B
FPBB
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—
0 1 2 3
1 0 3 2
3 2 1 0
FP L
FPLB
2 3 0 1
default = FP B
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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
Selections or
Range of Setting
Parameter Definition/PDA HercuLink® Prompt
Prompt
DIGINP
Digital Input State— Selects the position of the actuator in
response to a digital input signal (contact closure).
NONE
UP
None— No action by the actuator.
Up— Actuator motor moves to full scale value.
Down— Actuator motor moves to zero value.
DOWN
USER
User selected value— Actuator motor moves to a
customer-selected value.
* Allows setting of End Position Value.
default = UP
EndPos
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).
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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
Selections or
Range of Setting
Parameter Definition/PDA HercuLink® Prompt
Prompt
DECMAL
DECIMAL POINT LOCATION— This selection determines
where the decimal point appears in the display.
8888
None
888.8
One Place
Note: Be sure the selection agrees with the value to be
displayed. If display value requires 4 whole digits, the
decimal will not show.
default = 8888
EUNITS
UNITS DISPLAY— Selects the units of the position display.
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
UNITS
DISPLAY UNITS— Selects standard for unit values for the
local display.
SI
SI— Display will show unit values in international (metric)
units. (Temperature in degrees C, Date format: ddmmyy)
ENGL
English— Display will show unit values in U.S. units.
(Temperature in degrees F, Date format: mmddyy)
default = ENGL
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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
Selections or
Range of Setting
Parameter Definition/PDA HercuLink® Prompt
Prompt
LOCKID
0 to 4095
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.
default = 0
LOCK OUT FEATURE— Selects lockout security for
LOCK
calibration and supervisory functions, and set up groups.
NONE
CAL
None— No lockout of any calibration or set up groups. You
select and change set up group values, and perform field
calibration.
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
MAENAB
Manual / Auto— Allows the ability to lockout mode changes
from the front panel.
DIS
ENAB
Disabled— Disables the front panel auto / manual switch
functionality.
Enabled— Enables the front panel auto / manual switch
functionality.
default = ENAB
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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
1
Action
Press SET UP key until the display reads SET LOCK.
Press the FUNCTION key until the lower display reads LOCK.
2
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.
Press the FUNCTION key until the lower display reads LOCKID.
3
4
The upper display will show 0 (zero). Use the
or
keys to increment the number to the
correct password. See NOTE below on use of keys.
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
6
Press the FUNCTION key, the lower display should read LOCK. The upper display should not
be flashing. If it is repeat steps 3 & 4.
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.
Press the FUNCTION key until the lower display reads LOCKID.
7
8
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
9
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.
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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
Selections or
Range of Setting
Parameter Definition/PDA HercuLink® Prompt
Prompt
FAILSF
RAMTST
SEETST
FAILSAFE— Read Only. Shows whether actuator in
failsafe.
NO
No— Actuator not in failsafe.
Yes— Actuator in failsafe, see
Troubleshooting (page 105)
YES
RAM TEST DIAGNOSTIC— Read Only. Shows status of
RAM test diagnostic.
PASS
FAIL
Pass— Test passed, no errors
Fail— Test failed, see see
Troubleshooting (page 105)
SERIAL EEPROM TEST DIAGNOSTIC— Read Only.
Shows status of serial electrically eraseable PROM test
diagnostic.
PASS
FAIL
Pass— Test passed, no errors
Fail— Test failed, see
Troubleshooting (page 105)
CFGTST
CALTST
CONFIGURATION TEST DIAGNOSTIC— Read Only.
Shows status of Configuration test diagnostic.
PASS
FAIL
Pass— Test passed, no errors
Fail— Test failed, see
Troubleshooting (page 105)
CALIBRATION TEST DIAGNOSTIC— Read Only. Shows
status of Calibration test diagnostic.
PASS
FAIL
Pass— Test passed, no errors
Fail— Test failed, see
Troubleshooting (page 105)
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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
Selections or
Range of Setting
Parameter Definition/PDA HercuLink® Prompt
Prompt
VERSON
nnnn
FIRMWARE VERSION— Read Only. Displays the firmware
version currently in use by the actuator’s CPU.
SPEED
6 S
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.
(150° @ 60hz)
SPEED
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.
(90° @ 60hz)
SPEED
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.
(150° @ 50hz)
SPEED
4.5 S
9 S
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.
(90° @ 50hz)
POWER
POWER INPUT VOLTAGE AND FREQUENCY— Read
Only. Selects the power input voltage and line frequency of
the actuator.
1206
1205
2206
2205
1206— 120Volts, 60Hz
1205— 120Volts, 50Hz
2206— 220Volts, 60Hz
2205— 220Volts, 50Hz
ROTATE
ROTATION— Indicates the factory calibrated degrees of
rotation.
90
150
90— Factory calibrated for 90 degrees of rotation.
150— Factory calibrated for 150 degrees of rotation.
TAG
nnnnnn
TAG NAME— Selects the tag name or identifier of the
actuator. Up to 6 alphanumeric characters. See “Set Tag
Name” on next page.
DMFG
mmddyy *
or
MANUFACTURING DATE— Read Only. Displays date
code of manufacture for actuator.
ddmmyy
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Drive Set Up Group
Actuator Lower
Display
Selections or
Range of Setting
Parameter Definition/PDA HercuLink® Prompt
Prompt
LREP
mmddyy *
or
DATE OF LAST REPAIR— Factory set only. Displays date
of last repair.
ddmmyy
LCAL
mmddyy *
or
DATE OF LAST FACTORY CALIBRATION— Factory set
only. Displays date of last factory calibration
ddmmyy
REPTYP
REPAIR TYPE— Factory set only. Displays a repair code to
identify the type of repair service previously performed.
NONE
01
None
Future
02
03
04
Non-contact Sensor
Main CPU PWA repair
Motor service
05
06
Power Distribution PWA service
Switch repair
07
Relay service
08
Gear service
09
10
11
12
Service to repair water damage
Service to repair damage caused by heat
Service to repair due to over-voltage damage
Actuator reconfigured
Warranty Repair
13
* NOTE: Date format is set by the UNITS parameter. See SET DISPLA set up group.
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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
Action
1
2
3
Press SET UP key until the display reads SET DRVINF.
Press the FUNCTION key until the upper display reads TAG.
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
5
Set the digit to the left of the flashing decimal point. Use the
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.
or
keys to scroll through
Wait for the decimal point to shift to the right and then scroll through using the
until the next character is displayed.
or
keys
6
7
Repeat for each character of the tag until the complete tag name is displayed.
Press the FUNCTION key to go to the next parameter, or press DISPLAY to exit set up mode.
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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
Actuator Lower
Display
Selections or
Range of Setting
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.
Prompt
TEMP
nnnn F *
nnnn F *
ACTUATOR TEMPERATURE— Read Only. Displays the
current internal temperature of the actuator.
TEMPHI
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.
ACCUMULATED STALL TIME— Displays the accumulated
stall time of the actuator motor since it was last reset.
hh:mm:ss †
ACST †
STARTS
nnnn
ACCUMULATED MOTOR STARTS— Displays the
accumulated motor starts since it was last reset. Multiply
displayed value times 105 to get actual value. Range is 0 to
999,900,000.
RLnCNT
nnnn
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
displayed value times 105 to get actual value. Range is 0 to
999,900,000.
n = 1, 2, 3 or 4
REGNn
ACCUMULATED MOTOR STARTS— Displays the
accumulated motor starts in the 1st 10% of motor span since
it was last reset. See
n = 0 to 9
Regions of Motor Travel (page 62). Multiply displayed value
times 105 to get actual value. Range is 0 to 999,900,000.
TOTDEG
nnnn
TOTAL DEGREES OF MOTOR TRAVEL— Displays the
total number of degrees of motor travel since it was last
reset. Multiply displayed value times 105 to get actual value.
Range is 0 to 999,900,000.
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Set Up and Calibration Procedures
Maintenance Set Up Group
Actuator Lower
Display
Selections or
Range of Setting
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.
Prompt
DATSAV
MAINTENANCE DATA FORCED SAVE— Allows you to
manually force a save of the current maintenance data
values.
DIS
ENAB
DISABLE— Forced data save is disabled.
ENABLE— Forced data save is enabled.
PASSWRD
MANRST
nnnn
PASSWORD— If a password has been activated, then a 4-
digit 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:
NONE
STAL
STRT
None— No reset of maintenance statisitics
Stall— Resets accumulated stall time to zero.
Motor Starts— Resets the accumulated motor start counter
to zero.
REGNn
Motor Starts in the Region— Resets the selected motor
n = 0 to 9
span region counter to zero.
TEMP
TDEG
Temperature Statistics— Resets the high / low
temperature limit statistics.
Total Degrees— Resets the total degrees of motor travel to
zero.
RELn
Relay Counts— Resets the selected accumulated relay
n = 1, 2, 3 or 4
cycle counter to zero.
ALL
SYST
All— Resets all maintenance statistics to zero.
SYST— Enables the system restart function.
default = NONE
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Set Up and Calibration Procedures
Actuator Lower
Display
Selections or
Range of Setting
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.
Prompt
LD CAL
NONE
INP
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.
MTR
COUT
ALL
Motor— Restores motor calibration to the factory calibration.
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.
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”.
default = NONE
DIS
LD CFG
RESTRT
RESTORE DEFAULT FACTORY CONFIGURATION—
Allows you to restore the factory default configuration.
ENAB
DIS — Restore disabled.
ENAB— Restore enabled.
default = DIS
DIS
SYSTEM RESTART— Allows you to force the system to
restart.
ENAB
DIS — Restart disabled.
ENAB— Restart enabled.
default = DIS
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.
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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%
20%
40%
60%
80%
100%
Region of Travel
0
1
2
3
4
5
6
7
8
9
o
o
30
o
o
0
60
90
Degrees of Rotation
Pe rc en t of S pa n
0%
20%
4 0%
60%
8 0%
100%
Regio n of Trave l
0
1
2
3
4
5
6
7
8
9
o
o
o
o
0
30
60
150
De gr ee s of R ot at io n
Figure 23 Regions of Motor Travel
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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
Selections or
Range of Setting
Parameter Definition/PDA HercuLink Prompt
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
or
key
FUNCTION
Upper Display =
Lower Display =
n.nnn (sensor output in volts)
POSOUT
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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.
MANUAL
OFF
CCW
CW
OFF
A
U
T
O
AUTO - MANUAL DRIVE
Figure 24 Auto - Manual Switch
Table 24 Auto - Manual Switch Functions
Switch Setting
AUTO
Motor Drive Control
Actuator moves according to signal input and set up configuration.
Actuator moves to the fully counterclockwise position.
Actuator moves to the fully clockwise position.
Actuator is idle.
CCW
CW
OFF
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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.
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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
1
Action
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
5
Place signal source output at zero and switch power on.
Connect a 250 ohm resistor across the Output terminals of the actuator and connect the DVM
leads to the terminals.
Actuator
Calibrated
Signal
Terminal Block
Source
+
-
Input
Output
5
4
2 1
Digital
Voltmeter
-
+
-
+
+
-
250 ohm
resistor
(supplied)
Internal 250 ohm resistor
settable through
Jumper W2
Current
Voltage
Figure 25 Calibration Wiring Connections (non-slidewire emulation)
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Calibration
Actuator
Digital
Voltmeter
+
-
Calibrated
Signal
Terminal Block
Source
+
-
Input
Output
5
4
2 1
3
-
+
-
+
FB
Power
Supply
1-18 VDC
+
-
Internal 250 ohm resistor
settable through
Jumper W2
Current
Voltage
Figure 26 Calibration Wiring Connections (slidewire emulation)
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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.
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Calibration
Table 25 Input Calibration Procedure
Step
1
Operation
Press
Result
CAL
Enter Calibration
Mode
SETUP
until you see
Upper Display =
Lower Display =
INPUT
FUNCTION
Upper Display =
Lower Display =
DIS
CAL IN
Upper Display =
Lower Display =
BEGN
CAL IN
or
key
2
3
4
Calibrate Zero (0%)
FUNCTION
FUNCTION
FUNCTION
Upper Display =
Lower Display =
APLY
INZERO
• Adjust the signal source to an output value equal to 0% range
value.
• Wait 5 seconds, then go to step 3.
Calibrate Span
(100%)
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.
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.
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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
Press
Result
CAL
Enter Calibration
Mode
SETUP
until you see
Upper Display =
Lower Display =
MOTOR
FUNCTION
Upper Display =
Lower Display =
DIS
CALMTR
Upper Display =
Lower Display =
BEGN
CALMTR
or
key
2
3
4
Calibrate Zero (0%)
FUNCTION
FUNCTION
FUNCTION
Upper Display =
Lower Display =
APLY
MTR LO
• 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.
Calibrate Span
(100%)
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.
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.
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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
Press
Result
CAL
Enter Calibration
Mode
SETUP
until you see
Upper Display =
Lower Display =
CUR OUT
FUNCTION
Upper Display =
Lower Display =
DIS
CALOUT
Upper Display =
Lower Display =
BEGN
CALOUT
or
key
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Set Up and Calibration Procedures
Calibration
Step
2
Operation
Press
Result
xxx
Calibrate Zero (0%)
FUNCTION
Upper Display =
Lower Display =
ZERO
• Read meter connected to actuator output.
• Adjust actuator output to a value equal to 0% output as read
or
key
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.
• Adjust actuator output to a value equal to 100% output as read
or
key
from the DVM.
• NOTE: Typically for a 20 mA output, the display will show a
value of approximately 1887.
4
FUNCTION
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.
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Set Up and Calibration Procedures
Calibration
Table 28 Slidewire Emulation Calibration Procedure
Step
1
Operation
Press
Result
CAL
Enter Calibration
Mode
SETUP
until you see
Upper Display =
Lower Display =
OUTPUT
FUNCTION
Upper Display =
Lower Display =
DIS
CALOUT
Upper Display =
Lower Display =
BEGN
CALOUT
or
key
2
3
Calibrate Zero (0%)
FUNCTION
Upper Display =
Lower Display =
xxx
ZERO
xxx = arbitrary number assigned by software
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
or
key
Calibrate Span
(100%)
FUNCTION
Upper Display =
Lower Display =
xxxx
SPAN
xxx = arbitrary number assigned by software
or
key
Adjust actuator output voltage using
key until value on DVM
ceases to change, then press
moves down one digit
down key until value on DVM
FUNCTION
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.
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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
Action
Step
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
4
Reapply AC power to the actuator.
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
6
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.
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
8
Loosen the allen screw in the hub of the NCS spoiler just enough to be able to rotate the
spoiler. See Figure 28.
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.
10
11
12
13
Press DISPLAY key to exit calibration mode.
Remove AC power to the actuator. Reinstall relay cards If present.
Install a new gasket and replace extended cover. Secure to actuator with screws.
Continue with calibration procedure in Table 31.
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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
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Set Up and Calibration Procedures
Calibration
Table 30 Potentiometer Position Sensor Calibration Procedure
Step
1
Action
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
4
Reapply AC power to the actuator.
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
6
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.
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
8
Loosen the set screw at the end of the switch camshaft where the potentiometer connects to
the shaft.
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
11
12
13
Press DISPLAY key to exit calibration mode.
Remove AC power to the actuator. Reinstall relay cards If present.
Install a new gasket and replace extended cover. Secure to actuator with screws.
Continue with calibration procedure in Table 31.
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Calibration
Potentiometer position sensor
Mounting bracket
Figure 29 Location of potentiometer position sensor
Table 31 Load Position Sensor Factory Calibration
Action
Step
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
or
keys until the display reads POS.
3
4
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.
When motor calibration is complete, the calibration is now stored as the factory calibration of
the actuator motor.
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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 SETTINGS
(FACTORY SET AT 0% AND 100%)
100%
0%
SW2 COM)
SW1 COM)
NC
SW#1
Clockwise Rotation
NC
SW#2
Counterclockwise Rotation
Clockwise and counterclockwise rotation is the direction of the output shaft when
facing the end of the shaft. As shown, full clockwise rotation of the output shaft
activates SW1 and CCW rotation activates SW2.
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.
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Set Up and Calibration Procedures
Setting End-of-Travel Limit Switches
Table 32 End-of-Travel Limit Switch Setting Procedure
Step
1
Action
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
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.
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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
End of travel switch #1
(stops CW rotation)
End of travel switch #2
(stops CCW rotation)
Relay #2
Relay #3
Relay #4
Aux switch #1
Aux switch #2
Aux switch #3
Aux switch #4
Figure 31 Location of End-of-Travel Limit and Auxiliary Switches
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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.
0%
100%
(SW 6 COM)
(SW5 COM)
(SW3 COM)
(SW4 COM)
NC
NO
SW #3
NC
NC
NO
SW #4
SW #5
NO
NC
NO
SW #6
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.
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Set Up and Calibration Procedures
Setting Auxiliary Switches
Table 33 Auxiliary Switch Setting Procedure
Action
Step
1
2
Remove AC power to the actuator.
Remove the six screws and the cover from the actuator case. See Figure 2. Lay cover
assembly on a flat surface.
3
4
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.
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
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.
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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.
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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
0.0
INP
Output—
Deviation—
Upper Display = Shows input value
Lower Display = Shows output value
00
OP 0.5
Upper Display = Shows input value
Lower Display = Shows value of deviation of
sensor from input.
100.0
DE 99.9
Position—
Upper Display = Shows value of position sensor.
Lower Display = prompt
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.”
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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
1
Action
Drive the motor to 50% position.
Press SET UP key on the keyboard until the display reads CAL POSOUT.
Press FUNCTION key until the display reads DIS CALPOS.
2
Press the
Press the FUNCTION key.
Upper Display = n.nnn (Output voltage of the sensor)
or
keys until the display reads BEGN CALPOS.
Lower Display = POSOUT
The display should read 2.500 +/– 0.012 Volts for both 90° and 150° operation.
3
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.
Press DISPLAY key and then drive the motor to 100% position. Repeat Step 2.
5
6
The display should read 3.400 +/– 0.060 Volts for 90° operation; 4.000 +/- 0.060 volts for 150°
operation.
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.
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85
Start-Up/Operation
Remote Setpoint Operation
Actuator
Terminal
Block
9
10
6
7
8
-
COM
+
SHIELD
INP
DIGITAL INPUT
COMMUNICATION
Figure 33 Terminal Block Connections for Modbus Communications
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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
Action
1
2
3
Remove AC power from actuator.
Remove the six screws and the bottom cover of the actuator case. See Figure 34.
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
6
Install a new gasket and replace side cover. Secure to actuator with screws.
Restore actuator to service.
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Maintenance
Basic Maintenance
Bottom cover
Gears
Idler spur
gear
Final output
spur gear
Motor pinion
gear
Figure 34 Spur Gear Location
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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
1
Action
Remove AC power from actuator.
2
Remove the 6 screws and the extended cover of the actuator case. See Figure 35.
Lay assembly down on a flat surface.
3
4
Remove connectors from CPU and power distribution PWA.
Remove power distribution PWA.
5
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
8
9
Reinstall power distribution PWA.
Reconnect connectors to CPU and power distribution PWA.
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
CPU
connections
Power
distribution
PWA
}Relay PWA#1
}Relay PWA#2
Figure 35 Power Distribution PWA and Relay PWA Locations
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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
Action
1
2
3
4
5
Remove AC power from actuator.
Remove the six screws and the cover of the actuator case. See Figure 35.
Lay assembly down on a flat surface.
Disconnect the wire connector from the relay PWA.
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
8
Plug in wire connector to relay PWA.
Install a new gasket if needed and replace cover. Secure to actuator with screws.
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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
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Replacement/Upgrade/Accessory Kits
Replacement Kits
10
Figure 38 Replacement Kit 10
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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
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Replacement/Upgrade/Accessory Kits
Replacement Kits
13
Figure 40 Replacement Kit 13
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Replacement/Upgrade/Accessory Kits
Replacement Kits
17, 18
Figure 41 Replacement Kits 17, 18
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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
51450802-503
Description
Relay Kit
Figure ID #
1
2
Relay Pwa
4
1
Plug 03 Position
Top Cover Gasket
Qty/Unit
Part Number
51451397-501
Description
CPU Kit
Figure ID #
2
HercuLine® CPU Bd Assembly
1
1
1
1
4
1
Plug, 10 Pos
Label Phonix Connector 1 To 10
Insulator
Pin, Snap Lock, .125 X .187 Lg
Top Cover Gasket
Qty/Unit
Part Number
Description
Figure ID #
1
51452302-501
Part Number
PROM Kit
2
Figure ID #
3
Qty/Unit
Description
51451424-501
Backplane Kit
HercuLine® Backplane Assy
Card Guide Assy
1
1
1
4
4
4
1
Card Guide
Split Washer
Machine Screw-Pan Head-Slotted
Screw,Trilob Philph #4-20x.38
Top Cover Gasket
Qty/Unit
Part Number
51451656-505
Description
Figure ID #
1000 Ohm Potentiometer Kit 90 Degrees
(HercuLine® 2000)
4
1
2
2
2
2
1
Pot 1 K Double 90 Degree
#6-32 Hex Nut N
#6 Washer
#6 Lock Washer
Machine Screw-Pan Hd-Cross Rec
Top Cover Gasket
Kit Instruction# 62-86-33-38
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Replacement/Upgrade/Accessory Kits
Replacement Kits
Qty/Unit
Part Number
51451656-506
Description
Figure ID #
1000 Ohm Potentiometer Kit 150 Degrees
(HercuLine® 2000)
5
1
Pot 1 K Double 150 Degree
#6-32 Hex Nut N
2
2
2
2
1
#6 Washer
#6 Lock Washer
Machine Screw-Pan Hd-Cross Rec
Top Cover Gasket
Kit Instruction# 62-86-33-38
Description
Qty/Unit
Part Number
50018180-501
Figure ID #
Upgrade to Non Contact Position Sensor
(HercuLine® 2001)
6
1
4
1
1
1
1
1
1
PCB Assembly
Screws SEMS #4-40 x .310 lg
Gasket
Cable Assembly
RVI T-Z Setup Gage
Bracket Molding
Stainless Steel Pin
Set Screw 3/32 x 4-40
Kit Instruction# 62-86-33-46
Description
Qty/Unit
Part Number
51452342-501
Figure ID #
10K Ohm Potentiometer Kit (HercuLine® 2001)
9
1
2
2
2
2
1
Position Sensor
#6-32 Hex Nut N
#6 Washer
SA2001
#6 Lock Washer
Machine Screw-Pan Hd-Cross Rec
Top Cover Gasket
Kit Instruction# 62-86-33-40
Qty/Unit
Part Number
Description
Figure ID #
515000657-502
Rvit-Z Ncs Replacement Kit
Ncs, Rvit-Z Pwa 0-150
Machnl 4-40 X .31 Pnslstl
Top Cover Gasket
19
1
4
1
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Replacement/Upgrade/Accessory Kits
Replacement Kits
Qty/Unit
Part Number
51452174-501
Description
Figure ID #
Crank Arm Kit
6
1
Crank Arm
1
1
1
Screw,Hex Hd,1 3/4 X 1/4-20
Kllwss1/4sp
Nut Nmsndc 1/4-20
Qty/Unit
Part Number
50011455-501
Description
120vac/60HZ Motor Kit
Motor 120v,50/60 Hz,
Figure ID #
7
1
1
1
1
4
4
4
1
Capacitor, 3 µfd 400Vac
Cable plus Resistor assembly, 600 Ohm
Resistor Bracket
Split Washer M5
M3 X 5mm lg screw w/ext tooth lock washer
Socket head cap screw-M5 x 12
Top Cover Gasket
Kit Instruction# 62-86-33-36
Description
Qty/Unit
Part Number
50011455-502
Figure ID #
120vac/50HZ Motor Kit
Motor 120v,50/60 Hz,
7
1
1
1
1
4
4
4
1
Capacitor, 4.0 µfd 400Vac
Cable plus Resistor assembly, 400 Ohm
Resistor Bracket
Split Washer M5
M3 X 5mm lg screw w/ext tooth lock washer
Socket head cap screw-M5 x 12
Top Cover Gasket
Kit Instruction# 62-86-33-36
Description
Qty/Unit
Part Number
50011455-503
Figure ID #
240VAC/50/60HZ Motor Kit
Motor 240v,50/60 Hz,
7
1
1
1
1
4
4
2
4
1
Capacitor, .75 Mfd 400Vac
Cable plus Resistor assembly, 1100 Ohm
Resistor Bracket
Split Washer M5
M3 X 5mm lg screw w/ext tooth lock washer
Butt Splice (SA2000)
Socket head cap screw-M5 x 12
Top Cover Gasket
Kit Instruction# 62-86-33-36
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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
Spur Gear 24p, 18t
Spur Gear 24p, 36t
Spur Gear 24p, 72t
Gear Assembly
1
1
1
1
1
1
1
1
1
Gear Assembly
Spur Gear 24p, 36t
Bottom Cover Gasket
Intermediate Shaft all except 7.5 seconds
Intermediate Shaft – 7.5 seconds
Kit Instructions# 62-86-33-35
Description
Qty/Unit
Part Number
51452443-502
Figure ID #
Auxiliary Switch Kit Replacement and Upgrade
Cam Assembly (4 Aux switches, 2 end of travel switches)
Switch and Mounting Plate assembly (6
Kit Instruction# 62-86-33-45
11
1
1
Qty/Unit
Part Number
51452443-503
Description
Figure ID #
Gasket Set Kit
Bottom Cover Gasket
Shaft Seal
12
1
1
1
1
1
1
O-Ring 2.144 Id X 0.070 Buna N
Top Cover Gasket
O-Ring Buna N
Display Gasket
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Replacement/Upgrade/Accessory Kits
Replacement Kits
Qty/Unit
Part Number
51452443-504
Description
Figure ID #
Display and Keypad Kit
13
1
Display Gasket
Overlay, Display
Lens, Display
1
1
1
1
1
1
1
9
4
4
6
1
1
Gasket,Adhesive Die Cut
Display Mtg Collar Machining
Keypad, 6 Position
Support Plate-Keypad
Display Pwa
Sems #4-40 X .310lg Pnphstl
Screw,Metric Panhd,Cross Rec
Split Washer
Sleeve, Keypad
Display/Keybd Cable
Top Cover Gasket
Qty/Unit
Part Number
51452443-505
Description
R/C Kit (Motor date codes prior to 8/5/2005)
Capacitor, 2.25 Mfd
Figure ID #
14
1
1
1
1
1
1
Resistor, 200 Ohm,25w
Capacitor, .75 Mfd, 400vac
Resistor, 500 Ohm,25w
Top Cover Gasket
Bottom Cover Gasket
Kit Instruction 62-86-33-44
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Replacement/Upgrade/Accessory Kits
Replacement Kits
Qty/Unit
Part Number
51452443-506
Description
R/C Kit (Motor date codes after to 8/5/2005)
Capacitor, 4.0 Mfd
Figure ID #
1
1
1
1
1
1
1
1
1
1
1
1
Cable plus Resistor, 400Ohm
Capacitor, 3 Mfd, 400vac
Cable plus Resistor, 600 Ohm
Capacitor, 0.75 Mfd, 400vac
Cable plus Resistor, 1100 Ohm
Top Cover Gasket
1
1
Bottom Cover Gasket
Kit Instruction 62-86-33-44
Qty/Unit
Part Number
51500166-503
Description
Power Distribution Pwa Kit
Power Dist Pwa
Figure ID #
15
1
1
2
1
Insulator
Pin, Snap Lock, .125 X .187 Lg
Top Cover Gasket
Qty/Unit
Part Number
51500457-502
Description
Transformer Kit
Figure ID #
16
1
2
2
1
Transformer
Split Washer
Machine Screw-Pan Hd-Cross Rec
Top Cover Gasket
Qty/Unit
Part Number
Description
Figure ID #
515000581-503
Auto/Manual Switch (replacement)
Auto/Manual Label
17
1
1
1
1
1
1
Nut, Sealing 3/8-32 Thrd
Knob
A/M Switch/Wire Assy
Label, Customer Wiring,
Top Cover Gasket
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Replacement/Upgrade/Accessory Kits
Upgrade Kits
Qty/Unit
Part Number
Description
Figure ID #
18
515000581-504
Auto/Manual Switch (upgrade)
Auto/Manual Label
1
1
1
1
1
1
Nut, Sealing 3/8-32 Thrd
Knob
A/M Switch/Wire Assy
Label, Customer Wiring,
Top Cover Gasket
Upgrade Kits
Qty/Unit
Part Number
51452444-502
Description
Cover (with Display no Handwheel)
1
Display gasket
1
1
1
1
1
1
1
1
9
4
4
6
1
1
Overlay, display
Lens, display
Gasket,adhesive die cut
Display mtg collar machining
Keypad, 6 position
Support plate-keypad
Display PWA
Top cover w/display no hndwhl
Sems #4-40 x .310lg pnphstl
Screw,metric panhd,cross rec
Split washer
Sleeve, keypad
Display/keybd cable HercuLine 2001/2002
Top cover gasket
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Replacement/Upgrade/Accessory Kits
Upgrade Kits
Qty/Unit
Part Number
51452444-503
Description
Cover with Display and Handwheel
Display gasket
1
1
1
1
1
1
1
1
1
9
4
1
1
4
6
1
1
1
1
Overlay, display
Lens, display
Gasket,adhesive die cut
Display mtg collar machining
Keypad, 6 position
Support plate-keypad
Display PWA
Top cover w/display & hndwheel
Sems #4-40 x .310lg pnphstl
Screw,metric panhd,cross rec
Hand wheel
O-ring buna n
Split washer
Sleeve, keypad
Display/keybd cable HercuLine® 2001/2002
Retaining ring
Shim
Top cover gasket
Qty/Unit
Part Number
Description
51452444-504
Part Number
51451656-510
Blank Cover with Handwheel
Description
Qty/Unit
1000 ohms 90 degrees upgrade kit
Machine screw-pan hd-cross rec
Knob
2
1
1
1
2
2
2
1
1
2
2
2
Bracket molding
Pot 1K double 90 degree
#6 lock washer
Machine screw-pan hd-cross rec
#6-32 hex nut N
Stainless steel pin
3/32x4-40 setscrew sshxsocupsb
Washer #6
Flat washer M4 (zinc)
Resistor 158 ohms 1% 1/2W
Kit Instruction# 62-86-33-39
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Replacement/Upgrade/Accessory Kits
Accessory Kits
Qty/Unit
Part Number
51451656-511
Description
1000 ohms 150 degrees upgrade kit
2
Machine screw-pan hd-cross rec
1
1
1
2
2
2
1
1
2
2
2
Knob
Bracket molding
Pot 1K double 150 degree
#6 lock washer
Machine screw-pan hd-cross rec
#6-32 hex nut N
Stainless steel pin
3/32x4-40 setscrew sshxsocupsb
Washer #6
Flat washer M4 (zinc)
Resistor 158 ohms 1% 1/2W
Kit Instruction# 62-86-33-39
Accessory Kits
Part Number
51197910-001
51452354-509
51452354-510
51452174-501
51452791-001
51452352-501
Description
HAL Linkage Analysis software
HercuLink® software (PC/Palm)
Battery powered Palm/485 converter w/cables
Crank Arm - Standard
Crank Arm – 2003 Unit
Turk Cable for Communication Connection
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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
No Actuator current output.
Procedure
Replace CPU Assembly
No Actuator slidewire output.
Replace CPU Assembly
See Figure 42
Local display does not light.
Actuator fails one or more power up diagnostics.
Actuator motor does not drive in response to input signal.
See Figure 43
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.
Auto/Manual Switch does not operate correctly.
Relay(s) does not operate.
See page 85.
See Figure 45
See Figure 46
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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.
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Troubleshooting
Troubleshooting Procedures
Test for Actuator Operation
A
Cycle power
to actuator.
No
Yes
Does display
light up?
Move handwheel
on actuator 2 or
3 turns.
Observe self test.
No
Does motor
reposition
itself?
Do all diagnostics pass?
RAMTST PASS
SEETST PASS
No
Yes
Yes
E
CALTST PASS
CFGTST PASS
B
Replace display
assembly
All LEDs and
display segments
light?
No
Yes
E
Replace display
assembly
Figure 42 Test for Actuator Operation
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Troubleshooting
Troubleshooting Procedures
Power Up Self Test Diagnostics
B
Cycle power
to actuator.
No
Yes
Does display
light up?
A
Observe self test.
No
Yes
RAMTST PASS?
No
Yes
Replace CPU
Assembly.
SEETST PASS?
Check actuator
configuration
(setup), reconfigure
if necessary.
Cycle power to
No
Yes
actuator. If CFGTST
fails again, replace
CPU assembly.
CFGTST PASS?
Check actuator
calibration,
recalibrate
Cycle power to
No
actuator. If CALTST
fails again, replace
CPU assembly.
CALTST PASS?
Yes
if necessary.
Do all LEDs
and display
segments light
up?
No
Yes
Replace display
assembly.
E
Figure 43 Power Up Diagnostics
Test Non-Contact Sensor PWA
See page 85.
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Troubleshooting
Troubleshooting Procedures
Test Power Distribution PWA
D
Remove top
cover of actuator.
Check Fuses F1
and F2 on the
power distribution
PWA.
No
Yes
Are fuses good?
Replace fuses with
same type and
rating
Is correct
No
Yes
voltage present
at test points?
See below.
Replace Power
Distribution PWA.
Replace CPU
assembly.
Figure 44 Test Power Distribution PWA
Power Distribution PWA Test Points
Connector
Test Points - Pins
Voltage
J2
J3
Pin 1 to pin 7
5 V
5 V
9 V
Pins 1,2 to pins 3, 4, 8
Pins 3, 4 to pin 7
J1
Pins 5, 6 to pins 7, 8
Pins 1, 2 to pins 7, 8
24 V
28 V + or – 3V
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Troubleshooting
Troubleshooting Procedures
Test AUTO - MANUAL DRIVE Switch
E
Turn switch to
Manual CCW
setting.
Does motor
drive in the CCW
direction?
No
Yes
Turn switch to
Manual CW setting.
Does motor
drive in the CW
direction?
No
Yes
OK
Possible trouble spots
a. Auto/Manual switch
b. Power Supply PWA. (See D)
c. Limit switches
d. Motor
e. R/C networks
MANUAL
OFF
CCW
CW
f. etc.,Others?
OFF
A
U
T
O
AUTO - MANUAL DRIVE
Figure 45 Test AUTO - MANUAL Switch
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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.
No
Yes
Does Relay
operate?
Replace Relay PWA or
Wire harness from Relay
PWA to terminal block.
See Relay replacement
in Maintenance, Section 7.
OK
Figure 46 Test Relay Function
Associated Contacts
Relay
NC
RELAY1
COM
NO
NC
RELAY2
RELAY3
RELAY4
COM
NO
NC
COM
NO
NC
COM
NO
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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
Prompt
SET INPUT
IN TYP - Input Actuation Type
__________________
__________________
__________________
__________________
__________________
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See Note 1
100
INP HI – Input High Range Value
INP LO – Input Low Range Value
0.0
FILTYP – Input Filter Type
LPAS
0
LPFILT – Low Pass Filter Time Constant *
Direct – Actuator Rotation
CCW
0.5
Dband – Input Deadband
FSTYPH – Failsafehi Type
UP
FSVALH – Failsafehi Input Value
100
FSTYPL – Failsafelo Type
DOWN
0
FSVALL – Failsafelo Input Value
CHAR – Input Characterization type
LINR
EQUL
0.0
CUSTOM -- Custom characterization type
X0 VAL -- User configurable characterizer value
X1 VAL -- User configurable characterizer value
X2 VAL -- User configurable characterizer value
X3 VAL -- User configurable characterizer value
X4 VAL -- User configurable characterizer value
X5 VAL -- User configurable characterizer value
X6 VAL -- User configurable characterizer value
X7 VAL -- User configurable characterizer value
X8 VAL -- User configurable characterizer value
X9 VAL -- User configurable characterizer value
X10 VAL - User configurable characterizer value
X11 VAL - User configurable characterizer value
X12 VAL - User configurable characterizer value
X13 VAL - User configurable characterizer value
X14 VAL - User configurable characterizer value
X15 VAL - User configurable characterizer value
X16 VAL - User configurable characterizer value
X17 VAL - User configurable characterizer value
X18 VAL - User configurable characterizer value
5.0
10.0
15.0
20.0
25.0
30.0
35.0
40.0
45.0
50.0
55.0
60.0
65.0
70.0
75.0
80.0
85.0
90.0
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Appendix A - HercuLine® 2001/2002 Configuration Record Sheet
Set Up Group
Prompt
Parameter
Setting
Default
X19 VAL - User configurable characterizer value
X20 VAL - User configurable characterizer value
Y0 VAL -- User configurable characterizer value
Y1 VAL -- User configurable characterizer value
Y2 VAL -- User configurable characterizer value
Y3 VAL -- User configurable characterizer value
Y4 VAL -- User configurable characterizer value
Y5 VAL -- User configurable characterizer value
Y6 VAL -- User configurable characterizer value
Y7 VAL -- User configurable characterizer value
Y8 VAL -- User configurable characterizer value
Y9 VAL -- User configurable characterizer value
Y10 VAL - User configurable characterizer value
Y11 VAL - User configurable characterizer value
Y12 VAL - User configurable characterizer value
Y13 VAL - User configurable characterizer value
Y14 VAL - User configurable characterizer value
Y15 VAL - User configurable characterizer value
Y16 VAL - User configurable characterizer value
Y17 VAL - User configurable characterizer value
Y18 VAL - User configurable characterizer value
Y19 VAL - User configurable characterizer value
Y20 VAL - User configurable characterizer value
RTYP11 – Relay Type
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95.0
100.0
0
0.8
2.1
3.2
4.9
6.5
8.4
10.7
13.2
15.7
18.7
22.6
27.2
33.4
40
46
53.8
63.2
73.7
86.2
100
NONE
0
SET RELAY
R11VAL – Relay Value
R11 HL – Relay High/Low
LO
R11SCALE– Relay Scale
X1
RTYP12 – Relay Type
NONE
0
R12VAL – Relay Value
R12 HL – Relay High/Low
LO
R12SCALE– Relay Scale
X1
RLY1HY – Relay Hysteresis
0
RTYP21 – Relay Type
NONE
0
R21VAL – Relay Value
R21 HL – Relay High/Low
LO
R21SCALE– Relay Scale
X1
RTYP22 – Relay Type
NONE
0
R22VAL – Relay Value
R22HL– Relay High/Low
LO
R22SCALE– Relay Scale
X1
RLY2HY – Relay Hysteresis
0
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Appendix A - HercuLine® 2001/2002 Configuration Record Sheet
Set Up Group
Prompt
Parameter
Setting
Default
RTYP31 – Relay Type
__________________
__________________
__________________
__________________
__________________
__________________
__________________
__________________
__________________
__________________
__________________
__________________
__________________
__________________
__________________
__________________
__________________
__________________
__________________
NONE
R31VAL – Relay Value
R31 HL – Relay High/Low
R31SCALE– Relay Scale
RTYP32 – Relay Type
0
LO
X1
NONE
R32VAL – Relay Value
R32HL– Relay High/Low
R32SCALE– Relay Scale
RLY3HY – Relay Hysteresis
RTYP41 – Relay Type
0
LO
X1
0
NONE
R41VAL – Relay Value
R41 HL – Relay High/Low
R41SCALE– Relay Scale
RTYP42 – Relay Type
0
LO
X1
NONE
R42VAL – Relay Value
R42HL– Relay High/Low
R42SCALE– Relay Scale
RLY4HY – Relay Hysteresis
CUROUT - Output Signal Range
0
LO
X1
0
See Note 1
SET CUROUT
SET COMM
COMM – Communications Parameters
ADDRES – Device Address
BAUD – Baud Rate
__________________
__________________
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__________________
__________________
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__________________
MODBUS
1
19.2K
20MS
FP B
XmtDLY – Response Delay
DBLBYT – Floating Point Data Format
DIGINP – Digital Input State
Endpos – End Position Value
DECMAL – Decimal Point Location
EUNITS – Units Display
UP
SET DIGINP
SET DISPLA
0
8888
Pcnt
UNITS – Display Units
ENG
LOCKID – Password Lock
0
SET LOCK
MAENAB – Enabled
ENAB
NONE
Read Only
Read Only
Read Only
Read Only
Read Only
LOCK – Lock Out
FAILSF – Failsafe
READ STATUS
RAMTST – RAM Test Diagnostic
SEETST – Serial EEPROM Test Diagnostic
CFGTST – Configuration Test Diagnostic
CALTST – Calibration Test Diagnostic
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Appendix A - HercuLine® 2001/2002 Configuration Record Sheet
Set Up Group
Prompt
Parameter
Setting
Default
VERSON – Firmware Version
SPEED – Stroke Speed
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__________________
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__________________
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__________________
__________________
__________________
__________________
__________________
__________________
__________________
__________________
Read Only
Factory Set
Factory Set
SET DRVINF
POWER – Power Input Voltage Line Frequency
TAG – Tag Name
MFGDAT – Manufacturing Date
LREP – Date of Last Repair
LCAL – Date of Last Field Calibration
REPTYP – Repair Type
Factory Set
Factory Set
Factory Set
Factory Set
Read Only
Read Only
Read Only
Read Only
Read Only
Read Only
Read Only
Read Only
TEMP – Actuator Temperature
TEMPHI – High Temperature Limit
TEMPLO – Low Temperature Limit
ACST – Accumulated Stall Time
STARTS – Accumulated Motor Starts
RLnCNTS – Relay Cycle Counts
n = 1, 2, 3, or 4
SET MAIN
REGNy – Accumulated Motor Starts for regions
of motor travel.
__________________
y = 0 through 9
DATSAV – Forced maintenance data save
MANRST – Maintenance Statistic Reset
LDCAL – Restore Factory Calibration Type
LDCFG – Restore Factory Default Configuration
RESTRT – System Restart
__________________
__________________
__________________
__________________
__________________
_________________
DIS
NONE
NONE
DIS
DIS
NCSOUT – Non-contact sensor circuit output
Read Only
CAL NCSOUT
Note 1: Type is set from model number.
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Index
Index
A
D
Actuator Rotation, 40, 64
Actuator Set Up, 33
Set up groups, 33
Deadband, 7, 40
Decimal Point Location, 52
Deviation, 45
Set up procedure, 36
Actuator Statistics
Relay type, 47
Device Address, 50
Direction of Rotation, 7
Duty Cycle, 7
Accumulated motor starts, 59
Motor starts, 59
Relay cycle counts, 59
Reset, 60
Temperature limits, 59
Total degrees of motor travel, 59
Applications
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
Basic flow control, 27
Proportional flow with multiple actuators, 27
Split range, 26, 30
Approvals, 6
Auto/Manual Switch
Testing, 110
F
Auto-Manual Switch, 64
Auxiliary Switches, 81
Setting, 81
Failsafe, 40, 41
Failsafe Input Value, 40, 41
Failsafe operation, 7
Feedback, 6
Auxiliary Switches/Relays, 6
Flame Safety Module wiring diagram, 23
Fuses
B
Baud Rate, 9, 50
Burner Control/Flame Safety, 23
Replacement, 89
G
C
Gear Train, 5
Calibration, 65
Set up, 66
Calibration Values
Restore, 61
CE Wiring, 21
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
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
I
Input Calibration, 68
Input Characterization, 41
Input Filters, 7, 40
Input High Range, 39
Input Impedance, 6
Output, 23
Slidewire emulation, 23
Crank Arm, 5
Crank Arms, 16
Input Low Range, 39
Input Set Up Group, 39
Input Signal Connections, 22
Input Signals, 6
Customer Connections, 17
CW and CCW Direction. See Actuator Rotation
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Index
Inputs, 39
Installation, 12
Installation Considerations, 13
Isolation, 6
Output Calibration, 71
Output Shaft, 5
Output Torque, 5
Output Type, 49
Outputs, 49
K
P
Keypad, 8, 31
Description, 32
Password, 60
(LOCKID), 53
Change, 54
PDA, 9
Position Range
L
LEDs on Local Display, 32
Limit Switches, 78
Setting, 78
Relay type, 46
Position sensing, 7
POSITION SENSOR OUTPUT, 63
Power Supply PWA
Checking, 109
Product Description, 1
Programmable Functions, 8
Pushbuttons
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
Description, 32
R
LEDs description, 32
Operating displays, 84
Set up, 52
Regions of Motor Travel, 62
REGN parameter, 59
Relative Humidity, 5
Relay Function
LOCK parameter, 33, 36
Lubrication, 5
Main (Worm) gear, 87
Spur gear, 87
Testing, 111
Relay PWA Replacement, 90
Relay Type, 44, 45
Remote Setpoint Operation, 85
Repeatability, 7
Restore Factory Calibration Values, 61
Rotation, 5
M
Main Gear Lubrication, 87
Mains Supply, 6
Mechanical Installation, 15
Mechanical Stops, 5
Modbus communications, 50, 85
Model distinctions, 1
Motor, 6
S
Scale, 5
Scrolling through Set Up Groups, 33
Self-test Diagnostics, 55, 83, 108
Sensitivity, 7
Motor Calibration, 70
Motor Current, 6
Motor Speed, 56
Motor Stall, 84
Set Up and Calibration Procedures, 31
Set Up Groups
Motor Starts, 45
Communications, 50
Current out, 49
Relay type, 48
Mounting, 13
Digital input, 51
Display, 52
Drive, 56
Input, 39
Lock, 53
Maintenance, 59
Read status, 55
Relays, 44
N
Non-Contact Sensor, 87
Checking, 108
Operation, 85
Non-Contact Sensor Output Calibration, 72, 73
Slidewire Emulation, 23
Solid State Motor Control, 7
specifications, 5
Split Range, 26
Spur Gear Lubrication, 87
O
Operating Temperature, 7
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Index
Stall, 84
Equipment, 106
Start Up Checklist, 83
Storage Temperature, 5
Stroke Speed, 56
V
Voltage/ Supply Stability, 7
T
W
Weight, 5
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
Z
Zero Suppression, 7
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Honeywell Process Solutions
Industrial Measurement and Control
512 Virginia Drive
Fort Washington, PA 19034
62-86-25-10 0707 Printed in USA
http://hpsweb.honeywell.com
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