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Rotork 2nd-Gen IQ/IQT Series Electric Actuators: Menu Terminology Annotated & Common Fault Analysis
source:    date:2026-09-29

The panel menus and alarm messages of the 2nd-generation Rotork IQ/IQT electric actuators are in English; without a good grasp of these terms, fault-finding on site means repeatedly consulting the manual. This article translates the most-used IQ/IQT menu parameters — travel/torque, control and analog, alarms and status messages — term by term, then lists seven high-frequency field faults with symptoms and remedies in order of occurrence, as a quick reference for instrumentation and maintenance staff.

Core Menu Terminology

Travel / Torque (most used)

Menu termMeaning
TO / Torque OpenOpening torque
TC / Torque CloseClosing torque
CL Limit / Close LimitFully-closed limit
OP Limit / Open LimitFully-open limit
DirectionDirection setting (clockwise-close/counter-clockwise-open or the reverse)
Pos % OpenValve position percentage (corresponds to the 4–20 mA feedback)

Note: do not blindly raise TO/TC; if the valve sticks, check the mechanics first — do not just force the torque up.

Control & Analog (4–20 mA)

Menu termMeaning
Analogue InAnalog setpoint (remote 4–20 mA command)
Analogue OutPosition feedback output (4–20 mA, terminals 22/23)
4mA PointZero calibration (0% position)
20mA PointSpan calibration (100% position)
Fail ModeSignal-fail protection (Fail Last / Fail Open / Fail Close)

Alarms & Status Messages

Knowing these messages lets you judge the fault immediately when a critical actuator alarms:

Menu termMeaning
Torque Trip OPTorque tripped in opening direction
Torque Trip CLTorque tripped in closing direction
Torque Trip MidTorque tripped mid-travel
Motor StallMotor stalled (powered but shaft not turning)
Motor Over TempMotor over-temperature, thermal protection tripped
Lost Phase / Phase FailPhase loss (three-phase models)
Battery DischargedControl-board backup battery flat (limits lost on power failure)
ESD ActiveEmergency shutdown signal active
Interlock ActiveInterlock engaged, operation inhibited
Mains FailPower supply lost
Config ErrorConfiguration error, parameters invalid

High-Frequency Faults and Remedies

1) Torque Trip (most common)

Symptom: stops mid-travel with an alarm; cannot reach the end position on remote command. Checks:

  • Handwheel the valve first to confirm whether it sticks, is scaled up, or the stem is bent (the root cause is usually the valve itself)
  • Increase TO/TC moderately — never to maximum in one step
  • Recalibrate the travel limits; badly set limits also cause frequent torque trips

2) 4–20 mA position feedback abnormal (DCS and local indication disagree / no feedback)

Symptom: the actuator moves normally but the DCS position does not change or jumps. Checks:

  • Measure the mA output at terminals 22/23
  • Recalibrate the 4 mA/20 mA zero and span
  • Replace the feedback (servo) board if damaged; check wiring and shield earthing to avoid interference

3) Works locally, not remotely

Checks:

  • Confirm the selector is in Remote
  • Check whether an external interlock or ESD is active (Interlock Active)
  • Verify the remote open/close/analog command wiring
  • Check the control mode: digital on-off vs 4–20 mA modulating matches the actual loop

4) Motor Over Temp

Checks:

  • Frequent starts or prolonged torque stalling: optimize the torque setting and check the valve
  • Motor thermistor open circuit or loose wiring
  • Poor ventilation or high ambient temperature; repeated overheating will burn out the motor windings

5) Battery Discharged

Symptom: limits lost after a power outage, configuration scrambled, alarm at power-up. Remedy: replace the 9V backup battery on the control board and recalibrate the open/close limits (essential).

6) Lost Phase (three-phase 380V models)

Symptom: motor hums, turns one way only, or trips immediately on energizing. Checks: three-phase supply lines, contactor contacts, fuses; verify phase sequence.

7) Motor Stall

Symptom: powered but the output shaft does not turn, without a torque trip. Checks: clutch stuck in manual position, gearbox damage, or the valve seized.

Field Commissioning Tips

  • New limit calibration: handwheel the valve to find the true full-open/full-close positions before saving limits — never slam into them under power
  • Modulating actuators: 4 mA = 0% and 20 mA = 100%, consistent with the DCS range
  • Torque principle: just enough for the job — excessive torque can crush the valve
  • Board replacement: on older IQ models, after replacing the control board the memory chip must be transferred and all parameters re-entered

Related reading: Rotork IQ Series: Terminal Wiring, Infrared Setter Commissioning & Troubleshooting; Universal Electric Actuator Wiring & Commissioning Guide; see also the Rotork brand column.

 
    
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