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Smart Positioners: Installation, Operation and Maintenance Instructions

This document provides installation, operation and maintenance instructions for the YT2300 series of smart valve positioners. It describes the product features such as auto calibration functions, PID control and HART communication capability. The document provides details on the product specifications, structure, installation procedures, wiring connections and operating modes. Safety notes are provided, and diagrams illustrate the installation of the positioner on linear and rotary actuators.

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0% found this document useful (0 votes)
185 views50 pages

Smart Positioners: Installation, Operation and Maintenance Instructions

This document provides installation, operation and maintenance instructions for the YT2300 series of smart valve positioners. It describes the product features such as auto calibration functions, PID control and HART communication capability. The document provides details on the product specifications, structure, installation procedures, wiring connections and operating modes. Safety notes are provided, and diagrams illustrate the installation of the positioner on linear and rotary actuators.

Uploaded by

vj
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 50

ManYT2300 07/2009

www.omcsrl.com

Installation, Operation and Maintenance


Instructions

YT2300
SMART POSITIONERS
OMC s.r.l. Industrial Automation Equipment
Our products are manufactured under ISO-9001 Quality Assurance System, approved by CSQ certified under
nr.9190.OMC2 - FIRST ISSUE 1994/08/04

-Content (H/W)Content

Manual description

Notes on safety and warranty

Product description

Features and functions

Nameplate description

Ordering number

Specifications

Structure

10

Installation

11

Notes

11

YT2300L drawing

11

YT2300R drawing

12

Tools for installation

13

YT2300L installation

13

Example

13

Installing YT2300L with bracket

14

YT2300R installation

18

Example

18

Installing YT2300R with bracket

19

Piping connection

22

Note

22

Conditions of supply pressure

23

Conditions of pipe

23

Piping connection with actuator

23

Single acting actuator

23

Double acting actuator

24

Power connection

25

Notes

25

Terminal connection of current input signal

25

Terminal connection of feedback signal

26

Inner terminal connection for ground

27

A/M switch

27

Variable orifice

28

-Content (S/W)Auto calibration and basic operations

29

Button description

29

RUN mode

30

First Auto calibration

30

Entire modes and functions

31

Auto calibration (AUTO CAL)

31

Auto 1 calibration (AUTO 1)

32

Auto 2 calibration (AUTO 2)

33

Auto 3 calibration (AUTO 3)

33

BIAS calibration (BIAS)

33

Velocity calibration (V_0)

33

Manual mode (MANUAL)

34

Parameter mode (PARAM)

35

Parameter types

35

Parameter adjustment

35

Deadzone (dEAdZONE)

35

P control (KP)

36

I control (KI)

37

D control (KD)

38

Hand calibration mode (HAND CAL)

39

Hand calibration types

39

Adjustment of valve zero and end point

39

Adjustment of transmitter zero and end point

40

Valve mode (VALVE)

42

Adjustment of acting type (ACT)

42

Adjustment of characteristics (CHAR)

43

Adjustment of user characteristics (USER SET)

43

Adjustment of Tight Open mode (TSHUT OP)

44

Adjustment of Tight Close mode (TSHUT CL)

45

Adjustment of split range (SPLIT)

46

View mode (VIEW)

46

Error and warning code

47

Main software map

49

Manual description
Thanks for purchasing our products.
Our products are produced and inspected under the strict standards. In order to use the
products appropriately and efficiently we recommend that users read this manual carefully
and fully understand.
* This manual should be delivered to the end user.
* This manual can be changed without prior notice.
* This manual, in whole or part, shall not be transcribed or copied without approval by
.OMC.
* Changes of specification, structure and components may not lead to the immediate
revision of this manual.

Notes on safety and warranty


* Before handling the SMART POSITIONER, it is absolutely imperative that users read and observe the
safety instructions in this manual in order to ensure the protection and safety of
operators.
* We do not have responsibility for the damage caused by users' repair or conversion of
the item. If the repair or conversion is necessary, submit inquiries.
* Warranty period is marked on the quotation sheet, which is free of charge in principle.
* For the following cases some cost shall be charged.
- Inappropriate maintenance by users
- Inappropriate transportation and storage
- The product is used beyond specification.
- Inappropriate installation
- Uncontrollable disaster such as fire, earthquake, storm, flood, etc

-Content (S/W)Auto calibration and basic operations

29

Button description

29

RUN mode

30

First Auto calibration

30

Entire modes and functions

31

Auto calibration (AUTO CAL)

31

Auto 1 calibration (AUTO 1)

32

Auto 2 calibration (AUTO 2)

33

Auto 3 calibration (AUTO 3)

33

BIAS calibration (BIAS)

33

Velocity calibration (V_0)

33

Manual mode (MANUAL)

34

Parameter mode (PARAM)

35

Parameter types

35

Parameter adjustment

35

Deadzone (dEAdZONE)

35

P control (KP)

36

I control (KI)

37

D control (KD)

38

Hand calibration mode (HAND CAL)

39

Hand calibration types

39

Adjustment of valve zero and end point

39

Adjustment of transmitter zero and end point

40

Valve mode (VALVE)

42

Adjustment of acting type (ACT)

42

Adjustment of characteristics (CHAR)

43

Adjustment of user characteristics (USER SET)

43

Adjustment of Tight Open mode (TSHUT OP)

44

Adjustment of Tight Close mode (TSHUT CL)

45

Adjustment of split range (SPLIT)

46

View mode (VIEW)

46

Error and warning code

47

Main software map

49

Product Description
The Smart Valve Positioner controls valve stroke accurately according to input signal
of 4-20mA being input from controller. In addition, highly efficient microprocessing operator
built in the product performs various and powerful functions like Auto calibration, PID
control, Alarm and Hart protocol.

YT2300R Smart Positione

YT2300L Smart Positioner

Features and functions


1. LCD equipped outside of product makes to check the positioner condition in the field
directly.
2. It endures severe vibration.
3. It is operated normally regardless of change of supply pressure during operation.
4. Auto calibration method is very simple.
5. It is easily equipped on small actuator because of its small size.
6. Air consumption is so small that operating cost in huge plants is decreased.
7. Because it can be used in low voltage (8.5V), there is no limitation in controller.
8. Variable orifice is applied and so in case of small actuator the hunting is controlled to
the optimum condition during operation.
9. Hart communication makes to process various information of valve and positioner.
10. Valve system is stable by outputting analog feedback signal.
11. The adjustment of Valve characteristics (Linear, Quick open, Equal percentage) is
available.
12. Specific flow control is available with setting 16 point at users' command.
13. Tight Shut-Close and Shut-Open can be set voluntarily.
14. PID parameters can easily adjusted in the field without additional communicator.
15. The pressure of Air filter regulator is sent to Actuator directly with using A/M switch.
16. Split range such as 4-20mA, 12-20mA is available.
17. Setting Zero and Span as partial section is available by Hand Calibration function.
18. The valve defect is easily checked because the valve can be operated voluntarily.
19. It has IP 66 protection grade.
20. Air filter regulator can be attached with the product with only one linear nipple
without extra piping.
21. Because of Epoxy polyester powder coating, it can be used for long period of time in
corrosive air.
22. Because of simple and modulized inner structure, maintenance is very easy.

Specification

Model
Acting Type

YT2300R

YT2003L
Single

Double

Input Signal
Minimum Current Signal
Supply Pressure
Stroke
Impedance

Single

4~20 mA DC
3.2mA(Standard), 3.8mA(Hart Included)
1.4~7kgf/cm2 ( 0.14~0.7 MPa )
10 - 150 mm

60 - 90

Max.500 Ohm/20mA DC

Air Connection

PT 1/4, NPT 1/4

Gauge Connection

PT 1/8, NPT 1/8

Conduit Entry

Dpuble

PF 1/2(Standard), NPT1/2(Option)

Protection

IP66

Ambient Temperature

-30~80

Linearity

0.5% F.S.

Hysteresis

0.5% F.S.

Sensitivity

0.2% F.S

Repeatability

0.3% F.S.

Flow Capacity

70 LPM

Air Consumption

below 2 LPM (sup=1.4K), below 3 LPM (sup.=7K)

LCD Temp. Condition

Storage Temp:-30~85 , Operating Temp:-10~70

Output Characteristic

Linear, Quick Open, EQ%, User Set (16 Point)

Vibration Effect

6G

Humidity

5-95% RH at 40

Communication (Option)

HART Communication ( Non-DDL )

Feedback Signal (Option)

4-20mA ( DC 10 - 30V )

Material

Aluminum Diecasting

Weight

1.5 kg (3.3 lb)

Painting

Epoxy Polyestere Powder Coating

Color

Blue or Black

1. Based on temperature 20, absolute pressure 760mmHg and relative humidity 65%
2. Contact us for the product beyond the specification.
3. To change Product color or to use user's own label is available, but they are limited
to the big volumes of quantity. Contact our sales dept.

Structure
The structure of LY06 is as follows. That of YT2300R is as same as linear type
except feedback lever.

Outside cover

Middle cover

Main PCB
PCB support

Variable resistance

Pilot relay

Main gear

Variable orifice

Main shaft

Body
Feedback spring
Flange nut

Feedback lever
Structure

Specification

Model
Acting Type

YT2300R

YT2003L
Single

Double

Input Signal
Minimum Current Signal
Supply Pressure
Stroke
Impedance

Single

4~20 mA DC
3.2mA(Standard), 3.8mA(Hart Included)
1.4~7kgf/cm2 ( 0.14~0.7 MPa )
10 - 150 mm

60 - 90

Max.500 Ohm/20mA DC

Air Connection

PT 1/4, NPT 1/4

Gauge Connection

PT 1/8, NPT 1/8

Conduit Entry

Dpuble

PF 1/2(Standard), NPT1/2(Option)

Protection

IP66

Ambient Temperature

-30~80

Linearity

0.5% F.S.

Hysteresis

0.5% F.S.

Sensitivity

0.2% F.S

Repeatability

0.3% F.S.

Flow Capacity

70 LPM

Air Consumption

below 2 LPM (sup=1.4K), below 3 LPM (sup.=7K)

LCD Temp. Condition

Storage Temp:-30~85 , Operating Temp:-10~70

Output Characteristic

Linear, Quick Open, EQ%, User Set (16 Point)

Vibration Effect

6G

Humidity

5-95% RH at 40

Communication (Option)

HART Communication ( Non-DDL )

Feedback Signal (Option)

4-20mA ( DC 10 - 30V )

Material

Aluminum Diecasting

Weight

1.5 kg (3.3 lb)

Painting

Epoxy Polyestere Powder Coating

Color

Blue or Black

1. Based on temperature 20, absolute pressure 760mmHg and relative humidity 65%
2. Contact us for the product beyond the specification.
3. To change Product color or to use user's own label is available, but they are limited
to the big volumes of quantity. Contact our sales dept.

Installation
Note
When the positioner is installed with the actuator or replaced, ensure the followings.
- All inputs and supply pressure to valve, actuator and other instrument must be shut
down.
- In order entire system not to shut down the control valve must be separated from the
system by bypass valve or other equipment.
- No pressure remains in the actuator.

YT2300L drawing

YT2300R drawing

* The brackets for attaching on the actuators are made by using these drawings and
they are also used for checking piping, etc.

Tools for installation


Tools and bolts used for assembly are,
1. Hexagonal wrenches
2. (+) screw driver
3. (-) screw driver
4. Spanners for hexagon head bolts

LY06 installation
LY06 is used for linear motion valve such as globe valve or gate valve using spring
return type diaphragm actuator or piston actuator. YT2300L consists of the following
components. Be sure that all the components are prepared.
1. LY06 main body
2. Feedback lever and lever spring
3. Flange nut (attached on the bottom of main shaft of YT2300L body)
4. 4pcs of Hexagon head bolt M8x1.25P
5. 4pcs of M8 plate washer
LY06 installation example

LY06 installation example

Installing LY06 with bracket


1. First of all, it is necessary to make proper bracket to attach on actuator yoke.
The most important things in making bracket are as follows.
1) LY06 feedback lever should be level at 50% of valve stroke. (Refer to no. 7 in
this chapter.)
2) Feedback lever connection bar of actuator clamp should be connected at the position
that valve stroke and the numbers carved on feedback lever is fitted. (Refer to no. 8 in
this chapter.)
If the bracket meets the above conditions, YT2300L is installed very easily.
2. Assemble YT2300L and bracket with bolts. Use standard bolts in bolt holes on the
backside of YT2300L. The standard of bolt screw is M8x1.25P and other bolt standards
are available as option. For details, contact our sales dept.

Installing YT2300L with bracket


3. After assembling LY06 and bracket with bolts, attach it with using bolt holes of
actuator yoke. But do not attach completely. There must be some space.

4. Install bar connected with YT2300L feedback lever on the actuator clamp. The slot
length between YT2300L feedback lever is 6.5mm, so the diameter of connection bar
should be less than 6.3mm.

Installation of actuator clamp and connection bar


5. Connect air filter regulator with the actuator temporarily. Set supply pressure of air
filter regulator in order that actuator clamp is positioned at 50% of valve stroke.

Connection of supply pressure pipe between actuator and air filter regulator

6. Insert connection bar attached on actuator clamp into the slot of YT2300L feedback
lever. Ensure that inserting should be the following picture in order to reduce hysterisis.

The connection bar inserted correctly between feedback lever and lever spring
7. Check if YT2300L feedback lever is level at 50% of valve stroke. If not, make it be
level with moving bracket or feedback link bar. If YT2300L is installed not being level at
50% of valve stroke, product linearity becomes worse.

Feedback lever being leveled correctly

8. Check valve stroke. The numbers indicating stroke are carved on the YT2300L
feedback lever. Set connection bar attached on actuator clamp on the number on
feedback lever applicable to valve stroke as the following picture. To set the connection
bar and the number, move the bracket attached on LY06 or connection bar from
side to side.
Stroke 30mm

Stroke 70mm
Installation position of connection bar for valve stroke
Note
After installation, operate valve from 0 stroke to 100% stroke with using air filter regulator
on the actuator. When the stroke is both 0% and 100%, feedback lever should not be
reached to the lever stopper on the backside of YT2300L. If feedback lever reaches to
the lever stopper, move attachment position of YT2300L to the direction becoming more
distant from yoke center.

Check whether or not lever stopper and feedback lever is contacted


9. If LY06 is installed accurately as above procedures, lock the bolts and nuts of
bracket and feedback lever connection bar completely.

RY06 installation
RY06 is used for rotary motion valve such as ball valve or butterfly valve using rack
and pinion, scotch yoke or complex type actuator whose stem is rotated 90 degrees.
RY06 consists of the following components.
1. RY06 main body
2. Fork lever and lever spring to attach on actuator
3. 1 set of bracket
4. 4pcs of Hexagon head bolt M8x1.25P
5. 4pcs of M8 plate washer

installation example of fork lever

installation example of Namur shaft

Installing YT2300R with bracket


YT2300R is supplied with standard bracket. The bracket is consists of 2 part and can
be used with Fork lever and Namur shaft. The bracket is assembled in the factory as
based on 20mm of actuator stem height. But if actuator stem height is higher than that
like 30mm, 50mm, reassemble the bracket adjusting to the height. Referring to the
following table, check the hole positions.

Upper bracket A

Bottom bracket B

Actuator

Bracket assembly method by actuator stem height H

Actuator stem
height (H)
20mm
30mm
50mm

A-L
H : 20
H : 30
H : 50

Markings of bolt holes


B-L
A-R
H : 20, 30
H : 20
H : 20, 30
H : 30
H : 50
H : 50

B-R
H : 20, 30
H : 20, 30
H : 50

Ex) In case that H is 30mm, A-L should be locked in H:30 hole and B-L in H:20,30, A-R
in H:30, B-R in H:20,30 with bolts.

1. Usual types of actuator stem height (H) are 20, 30 and 50mm. After checking H,
assemble brackets as explained on the previous page. The bracket is set as 20mm type
in the factory.
Actuator stem
Actuator

Actuator stem height (H=20mm)


2. Attach bracket to the actuator using hexagon head bolts or wrench bolts. Diameter of
bracket bolt holes is 6mm. Use spring washers or any other equipment so as the bolts
not to be loosened by vibration or impact. The direction of bracket is different by
operating conditions, but normal direction is as following picture. That is, when the piping
of actuator and RY06 is direction A, bracket hole and indicator attached on the
bottom of RY06 main shaft should be same direction as being half circle.

Direction A
Attachment direction of bracket and actuator
3. Set rotation position of actuator stem as initial zero point which is stroke 0%. In case
of spring return type single actuator, since the actuator stem is always rotated at zero
point without supply pressure, it is easy to check zero point. If the actuator is double
acting, check that whether it is clockwise or counter clockwise or the rotation direction of
actuator stem with using supply pressure.
4. Set actuator stem as initial zero point and install fork lever as the following picture.
Ensure the position of initial zero point when actuator stem is clockwise or counter
clockwise. Installation angle of fork lever should be about 45 degree based on the linear
shaft. But the angle is not related to Namur shaft.

In case of counter clockwise

In case of clockwise

Installation position of fork lever


5. If the fork lever position is set, lock check nuts assembled on the bottom of fork lever
with turning clockwise. Set the upper height of fork lever as 6-11mm lower than bracket
upper height.
Bracket

6-11mm
Fork lever

Actuator

Height of bracket, fork and fork lever


6. Attach YT2300R to the bracket. Fix the clamping pin on the main shaft center of RY06
into the hole of fork lever and insert connection bar attached on the main
shaft lever into fork lever slot to be locked fork lever spring. This is to fit the main shaft
of YT2300R and the center of actuator stem. If they are not fitted, product durability is
getting worse due to too much force on the main shaft of YT2300R.

Connection

Clamping pin

shaft
Fork lever

Fitting the pin on the YT2300R main shaft into fork lever hole
7. Fix YT2300R base and the bracket with hexagon head bolts and plate washer. It is
better to lock the bracket and YT2300R after checking the position of YT2300R inserting
four bolts.

Assembly status of RY06

Piping connection
Note
1. To prevent moisture, oil and dust from being led into the product, give careful
consideration to the choice of supply pressure compressor and its system.
2. We recommend to attach filter or air filter regulator in front of supply port of YT2300R.

Conditions of supply pressure


1. Dry air whose dew point is at least 10 lower than that of ambient temperature.
2. Be free from solid particles as a result of being passed through 5 or finer filter.
3. Not contain oil or lubricating oil.
4. Comply with ANSI/ISA-57.3 1975(R1981) or ISA S7.3-1975(R1981).
5. Not used beyon the range of 1.4 - 7 kgf/  (140 - 700 kPA).
6. Set supply pressure of air filter regulator as 10% higher than operating pressure of
actuator of spring range pressure.
Conditions of pipe
1. Remove foreign objects inside of pipe.
2. Do not use squeezed or broken pipe.
3. To maintain flow rate of Positioner, use the pipe whose inner diameter is more than
6mm (outer diameter 10mm).
4. Do not connect the pipe too long. It affects flow rate due to the friction inside the
pipe.

Piping connection with actuator


Single acting actuator
The single acting type is set to use OUT1 port. Therefore, in case of using
single acting type of spring return actuator, OUT1 port should be connected with supply
pressure port of actuator.

Piping connection example of YT2300L with single acting actuator

Piping connection example of YT2300R with single acting actuator


Double acting actuator
In case of double acting type, when input current signal, supply pressure
is out from OUT1 port.

Piping connection example of YT2300R with double acting actuator

Piping connection example of YT2300R with double acting actuator

Power connection
Note
1. Before connecting terminal, power must be shut off.
2. Use ring type terminal against oscillation, impact, etc.
3. These positioners (except transmitter included type) use DC 4-20mA as power. Minimum
supply current is 3.2mA (standard type) and 3.8mA (Hart type) and Maximum supply
current must not be exceeded 24mA.
4. In case of position transmitter type, additional power should be supplied to transmitter
separately. Supply voltage is 9-27V and must not be exceeded 30V.
5. In order to protect the product the ground terminals should be grounded.
6. Use twisted cable which conductor sectional area is 1.25 and is suitable for 600V
as on conductor table of NEC Article 310. Outer diameter of cable should be 6.35-10mm.
Use shield wire against electromagnetic wave and noise.
7. Do not install the cable near the equipment such as high-capacity transformer or motor
generating noise.
The following is terminal part.

Terminal plate
Terminal connection of current input signal
1. Open cover by loosening 4pcs of M4 bolts of product cover.
2. Loosen terminal locking bolts of terminal plate receiving current input signal.

Terminal connection of current input signal


3. Insert a cable through cable connector
4. Use ring type as cable terminal in order not to come out.
5. Insert terminal bolts in terminal holes of cable and lock them with + terminal and terminal each on terminal plate. Tighten terminal bolts with 1.5Nm (15kfgcm) torque.
6. Be sure not to change the polarity of terminal.
Terminal connection of feedback signal
1. Open cover by loosening 4pcs of M4 bolts of product cover.
2. Loosen terminal locking bolts of feedback signal for position transmitter on terminal
plate.

Terminal connection of transmitter

3. Insert a cable through cable connector


4. Use ring type as cable terminal in order not to come out.
5. Insert terminal bolts in terminal holes of cable and lock them with + terminal and terminal each on terminal plate. Tighten terminal bolts with 1.5Nm (15kfgcm) torque.
6. Be sure not to change the polarity of terminal.
Inner terminal connection for ground
1. The ground is necessary for the safety of system.
2. There are inside terminal in the center of terminal plate and outside terminal beside
outer cable entry. Using any ground terminal is available and resistance must be less
than 1000hm.

Ground terminal connection


3. In case of using inside ground, open cover by loosening 4pcs of M4 bolts of product
cover.
4. In order to maintain the ground safely, use ring type as ground cable terminal to
prevent it coming out.

A/M switch (Auto/Manual switch)


There is A/M switch on the bottom of Positioner. If this switch is set as auto, supply
pressure is transmitted to actuator by the operation of Positioner and if it is set as
manual, supply pressure of air filter regulator is transmitted to actuator regardless of
Positioner

* When A/M switch is set as manual, ensure that too much pressure must not be
transmitted to the actuator.
1. Check if the supply pressure of air filter regulator is too high.
2. Turn the switch clockwise and supply pressure of air filter regulator is transmitted to
actuator.
3. If turn the switch counter-clockwise, Positioner is operated normally.

Auto

Manual
Adjustment of A/M switch

Variable orifice
The actuator volume is too small, hunting can be occurred. In this case, adjust variable
orifice with using (-) driver, then hunting is prevented by reducing flow rate of supply
pressure transmitting to actuator.

Maximum open

Minimum open
Adjustment of variable orifice

Auto calibration and Basic operations


Warning : Since this makes valve or actuator move, before auto calibration valve must be
separated from entire system.

Button
Positioner perform various functions with using four buttons.
The shape and position of buttons are as follows.

<Enter> : It is used to go to Main menu, save adjusted parameter values or choose sub
menus.
<ESC> : It is used to return to previous menu.
<UP> : It is used to move to another menu or change parameter values.
<DOWN> : It is used to move to another menu or change parameter values.

RUN Mode
After connect power to Positioner, the following is displayed on LCD in 6 seconds.

 PV
Run mode 

currently displayed on LCD

Run on the bottom line means that Positioner adjust valve stroke with receiving outside
signal (4-20mA) and PV means the number on the LCD. In RUN mode, valve stroke is
changed according to input signal. There are six types displayed in Run mode.


Run PV

Valve stroke of Process Value (%)

Run SV %

Input signal of Set Value (0 - 100%)

Run SV mA

Input signal of Set Value (4 - 20mA)

Run MV

Run Vel

Current valve speed (Digit)

Run Err

Difference between SV and PV (%)

Motor controlled variable of Manipulate


Value (Digit)

In order to change display, push <ESC> and <UP> at same time. Whenever push the
button, display is changed in order. If push <ESC> and <DOWN> simultaneously, the
order is opposite and if push only <ESC>, display is returned to RUN mode.

First auto calibration


First auto calibration is usually used when Positioner has not been set, such as the
occasion of initial setting with valve at valve company or replacement with other product
in the field. In this case, entire parameters are set by using AUTO2 calibration.
Warning : When Positioner is installed on the valve in the field after setting, we
recommend to use 'AUTO1 calibration' than AUTO2 calibration. Because optimum
parameters are set by valve company, it is better that those registered parameters are
not changed by AUTO1 calibration.

(1) Connect power. Any values between 4 to 20mA (DC) can be used for power. After
connecting power 'READY 6, 5, 4, 3, 2, 1' message is appeared in order on LCD, which
means preparing time to operate PCB circuit and parts. The following message is
displayed in 6 seconds.

Push <ENTER> for 6 seconds at RUN mode and AUTO CAL

message is appeared.
(2) Push <ENTER> and then AUTO1 mode is started.
(3) Push <DOWN> and AUTO2 mode is displayed.
(4) Push <ENTER> at AUTO2 mode. Auto 2 calibration is started and the next modes
are displayed in order on LCD. Normally it takes 3-5 minutes for auto calibration in
AUTO2 mode but it can be different by actuator's volume.
(4) When Auto calibration is done, 'COMPLETE' message is appeared on LCD. After 4
seconds the procedure is returned to RUN mode and valve stroke by current input signal
is displayed as percentage.
(5) Zero, Span, PID parameters and RA/DA are automatically set when Auto 2 calibration
is completed.


(1) Keep pushing


(2) Push <ENTER>.


(3) Push <DOWN>.

<ENTER>
for 6 seconds.


(4) Push <ENTER>.


(5) Completed.

RUN Mode

Entire modes and functions


Auto calibration (AUTO CAL)
The calibration of Positioner is simply performed by Auto calibration and there are 5 types
of Auto calibration as AUTO1, AUTO2, AUTO3, BIAS, V_0.
AUTO1 calibration is useful for users' in the field and AUTO2 calibration is for
valve company or initial parameters setting of Positioner.

It takes about 2-3 minutes for auto calibration and it can be different by actuator's
volume. AUTO1, AUTO2 and AUTO3 calibration set RA/DA automatically.
Zero

END

KP,KI

POINT

POINT

KD

AUTO1

AUTO2

AUTO3

BIAS

V_0

RA / DA

BIAS

V_0

Auto calibration types


Auto 1 calibration (AUTO1)
At this mode all parameters necessary to valve operation are set except KP, KI, KD. It is
used to re-execute calibration by users in the field after being supplied Positioner whose
parameters were all set by valve company.
(1) Push <ENTER> for 6 seconds at RUN mode and AUTO CAL message is appeared.
(2) Push <ENTER> and then AUTO1 mode is displayed.
(3) Push <ENTER> again at AUTO1 mode and Auto1 calibration is started.
(4) When Auto calibration is done, 'COMPLETE' message is appeared on LCD. After 4
seconds the procedure is returned to RUN mode and valve stroke by current input signal
is displayed as percentage.


(1) Keep pushing


(2) Push <ENTER>.

<ENTER>
for 6 seconds.


(4) Completed.

(5) Return to RUN mode


after 4 seconds.


(3) Push <ENTER>.

Auto 2 calibration (AUTO2)


All parameters necessary to operate valve are set. This calibration is used when
P o s i t i o n e r is first installed with valve. Refer to the chapter of first auto calibration.
Auto 3 calibration (AUTO3)
All parameters necessary to operate valve are set except zero and end point. This
function is used to re-execute auto calibration without changing zero and end point after
adjusting them manually.
(1) Push <DOWN> at AUTO2 and AUTO3 is displayed.
(2) Push <ENTER> and AUTO3 calibration is started. The next procedure of this
calibration is as same as other calibrations.
BIAS calibration
BIAS means standard value of motor control that is used in positioner. It is affected by
supply pressure, KP and other values and therefore it should be re-adjusted if supply
pressure or KP is changed. Unless this value is correctly set, accuracy can be very low.
(1) Push <DOWN> at AUTO3 mode and BIAS mode is displayed.
(2) Push <ENTER> and BIAS calibration is started. The next procedure of this calibration
is as same as other calibrations.
Velocity calibration (V_0)
This is the function to find the standard value to recognize accurate valve speed. Unless
this value is correctly set, KI control can be slower or impossible. In order to check if
this value is accurately set, push <ESC> at RUN mode and RUN Vel is displayed. At
this time the number on the bottom line on LCD indicates the value close to zero. (After
valve is stopped) Usually the number is between -2 to 2. If the number is over 5,
execute this function again and reset V_0 value.
(1) Push <DOWN> at BIAS mode and V_0 mode is displayed.
(2) Push <ENTEr> and V_0 calibration is started. The next procedure of this calibration is
as same as other calibrations.

Manual Mode
Manual mode is used to raise or lower the valve stem manually. At this mode valve
stroke is adjusted by only operating buttons not by current input signal. This mode
doesn't affect controlling data registered in Positioner and only makes to move valve stem
up and down.
(1) Keep pushing <ENTER> at RUN mode and AUTO CAL message is displayed.
(2) Push <DOWN> and MANUAL mode is displayed.
(3) Push <ENTER> again. Two lines on LCD are appeared. The upper one indicates
valve stroke by percentage and the lower one indicates absolute value of inner resistance
of Positioner. *MA means that Manual mode is in operation.
(4) Push <UP> or <DOWN> and valve stem moves up or down. Regardless of RA/DA, if
push <UP>, valve stem moves up (in case of linear valve) and if push <DOWN>, valve
stem moves down. In order to make the valve stem move fast, push <ENTER> with
<UP>, <DOWN>.
Push <UP>.

Valve stem is up slowly.

Push <UP> + <ENTER> at the same time.

Valve stem is up quickly.

Push <DOWN>.

Valve stem is down slowly.

Push <DOWN>+<ENTER> at the same time. Valve stem is down quickly.


Button operation for valve stem movement
(5) Push <ESC> and MANUAL mode is displayed.


(1) Push <ENTER>


(2) Push <DOWN>.


(3) Push <ENTER>.

for 6 seconds.


(4) Push <UP>,<DOWN>.


(4) Push <ESC>.

(5) MANUAL mode

Parameter mode (PARAM)

Parameter types
There are four types in parameter of Dead Zone, KP, KI, KD.
These values are reflected as soon as they are changed, therefore the appropriate values
are found with checking valve's motion by real time.
Dead Zone (dEAdZONE)
This is the section of Error % that I control is not operated. If there are hunting or
oscillation continuously due to the friction between stem and packing, they are prevented
with this parameter.
KP
This is proportion constant value of correction that is correcting by Error %. If this value
is too big, there can be hunting though it finds position by input signal. If the value is
too small, accuracy gets worse.
KI
This is integral constant value adding or subtracting the correction that is correcting by
Error % on previous correction signal. If this value is too big, there can be oscillation. If
it is too small, the time to find the exact position gets longer.
KD
This is differential constant value adding previous correction signal with changing
correction signal by Error % change rate.
Adjustment of Parameter
Dead zone (dEAdZONE)
(1) Push <ENTER> at RUN mode for 6 seconds and AUTO CAL message is appeared.
(2) Push <DOWN> twice and PARAM mode is displayed.
(3) Push <ENTER> and dEAdZONE mode is displayed.
(4) Push <ENTER> again and *EAdZONE message is appeared.
(5) Adjsut dEAdZONE value by <UP> or <DOWN>. Adjusted value is applied right away
without additional operation, so users can easily check its adjustment by changing current
input signal to Positioner. It means that optimum control value is found by adjusting values
during valve operation.

Manual Mode
Manual mode is used to raise or lower the valve stem manually. At this mode valve
stroke is adjusted by only operating buttons not by current input signal. This mode
doesn't affect controlling data registered in Positioner and only makes to move valve stem
up and down.
(1) Keep pushing <ENTER> at RUN mode and AUTO CAL message is displayed.
(2) Push <DOWN> and MANUAL mode is displayed.
(3) Push <ENTER> again. Two lines on LCD are appeared. The upper one indicates
valve stroke by percentage and the lower one indicates absolute value of inner resistance
of Positioner. *MA means that Manual mode is in operation.
(4) Push <UP> or <DOWN> and valve stem moves up or down. Regardless of RA/DA, if
push <UP>, valve stem moves up (in case of linear valve) and if push <DOWN>, valve
stem moves down. In order to make the valve stem move fast, push <ENTER> with
<UP>, <DOWN>.
Push <UP>.

Valve stem is up slowly.

Push <UP> + <ENTER> at the same time.

Valve stem is up quickly.

Push <DOWN>.

Valve stem is down slowly.

Push <DOWN>+<ENTER> at the same time. Valve stem is down quickly.


Button operation for valve stem movement
(5) Push <ESC> and MANUAL mode is displayed.


(1) Push <ENTER>


(2) Push <DOWN>.


(3) Push <ENTER>.

for 6 seconds.


(4) Push <UP>,<DOWN>.


(4) Push <ESC>.

(5) MANUAL mode

(6) Push <ENTER> to save the value. +EAdZONE message is on LCD.


(7) Push <ESC> three times to return to RUN mode.


(1) Push <ENTER>


(2) Push <DOWN> twice.


(3) Push <ENTER>.

for 6 seconds.


(4) Push <ENTER>.

(5) Push <ENTER>

(6) Push <ESC>.

after adjustment
by <UP>, <DOWN>.


(7) Push <ESC> twice.

RUN Mode

KP
(1)-(3) Adjustment method and procedure is as same as dEAdZONE.
(4) Push <DOWN> at dEAdZONE mode and KP mode is displayed.
(5) Push <ENTER> and *KP message is on LCD.
(6) Adjust KP values with <UP> or <DOWN>. Adjusted value is applied right away
without additional operation, so users can easily check its adjustment by changing current
input signal to Positioner. It means that optimum control value is found by adjusting values
during valve operation.
(7) Push <ENTER> to save the value. +KP message is on LCD.
(8) Push <ESC>.
(9) Push <ESC> twice to return to RUN mode.


(1) Push <ENTER>
for 6 seconds.


(2) Push <DOWN> twice.


(3) Push <ENTER>.


(4) Push <DOWN>.


(5) Push <ENTER>.


(6) Push <ENTER>
after adjustment
with <UP>,<DOWN>.


(7) Push <ESC>.


(8) Push <ESC> twice.

RUN Mode

KI
(1)-(3) Adjustment method and procedure is as same as dEAdZONE.
(4) Push <DOWN> twice at dEAdZONE mode, then KI mode is displayed.
(5) Push <ENTER> at KI mode and *KI message is appeared on LCD.
(6) Adjust KI value with <UP> or <DOWN>. Adjusted value is applied at once without
additional operation, so users can easily check its adjustment by changing current input
signal to Positioner. It means that optimum control value is found by adjusting values
during valve operation. Push <ENTER> to save the value and +KI message is on LCD.
(7) Push <ESC>.
(8) Push <ESC> twice to return to RUN mode.


(1) Push <ENTER>


(2) Push <DOWN> twice.


(3) Push <ENTER>.

for 6 seconds.


(4) Push <DOWN> twice.


(5) Push <ENTER>.


(6) Push <ENTER>
after adjustment
with <UP>,<DOWN>.

(6) Push <ENTER> to save the value. +EAdZONE message is on LCD.


(7) Push <ESC> three times to return to RUN mode.


(1) Push <ENTER>


(2) Push <DOWN> twice.


(3) Push <ENTER>.

for 6 seconds.


(4) Push <ENTER>.

(5) Push <ENTER>

(6) Push <ESC>.

after adjustment
by <UP>, <DOWN>.


(7) Push <ESC> twice.

RUN Mode

KP
(1)-(3) Adjustment method and procedure is as same as dEAdZONE.
(4) Push <DOWN> at dEAdZONE mode and KP mode is displayed.
(5) Push <ENTER> and *KP message is on LCD.
(6) Adjust KP values with <UP> or <DOWN>. Adjusted value is applied right away
without additional operation, so users can easily check its adjustment by changing current
input signal to Positioner. It means that optimum control value is found by adjusting values
during valve operation.
(7) Push <ENTER> to save the value. +KP message is on LCD.
(8) Push <ESC>.
(9) Push <ESC> twice to return to RUN mode.


(1) Push <ENTER>
for 6 seconds.


(2) Push <DOWN> twice.


(3) Push <ENTER>.

HAND CAL
When auto calibration is started, Positioner sets zero point and end point based on full
stroke.

Hand calibration types


PV_ZERO : Edit mode to change the zero point of valve.
PV_END : Edit mode to change the end point of valve.
TR-ZERO : Edit mode to change the zero point of transmitter.
TR_END : Edit mode to change the end point of transmitter.
Adjustment of valve zero point ((1)~(5)) and end point ((6)~(10))
(1) Push <ENTER> at RUN mode for six seconds and then AUTO CAL mode is
displayed. Push <DOWN> three times, then HAND CAL mode is displayed.
(2) Push <ENTER> at HAND CAL mode and PV_ZERO mode is started.
(3) Push <ENTER> at PV_ZERO mode and *PZ mode is started. At this mode it is
available to change valve zero point and valve stem moves automatically to current zero
point. On LCD valve stroke is displayed as 0%. *PZ message indicating edit mode of
zero point and inner value showing current zero point position are also displayed.
(4) Adjust Valve stem with pushing <UP>, <DOWN>. When valve stem is arrived at
desirable zero point, save it with <ENTER>. +PZ message is appeared on LCD.
(5) Push <ESC> to return to PV_ZERO mode.
(Push <ESC> twice at this mode to return to RUN mode.)
(6) In order to change valve end point, push <DOWN> at PV_ZERO mode and PV_END
mode is started.
(7) Push <ENTER> at PV_END mode and *PE mode is displayed. At this mode it is
available to change valve end point and valve stem moves automatically to current end
point. On LCD valve stroke is displayed as 100%. *PE message indicating edit mode of
end point and inner value of end point are also displayed.
(8) Adjust valve stem with using <UP> or <DOWN>. When valve stem is arrived at
desirable end point, save it with <ENTER>. +PE message is appeared on LCD.
(9) Push <ESC> to return to PV_END mode.
(10) Push <ESC> twice and RUN mode is displayed.
(Push <DOWN> at PV_END mode to go to TR_ZERO mode.)

(7) Push <ESC>.

(8) Push <ESC> twice.

RUN Mode

Kd
(1)-(3) Adjustment method and procedure is as same as dEAdZONE.
(4) Push <DOWN> three times at dEAdZONE mode, then Kd mode is displayed.
(5) Push <ENTER> at Kd mode and *Kd message is appeared on LCD.
(6) Adjust Kd value with <UP> or <DOWN>. Adjusted value is applied at once without
additional operation, so users can easily check its adjustment by changing current input
signal to Positioner. It means that optimum control value is found by adjusting values
during valve operation. Push <ENTER> to save the value and +Kd message is on LCD.
(7) Push <ESC>.
(8) Push <ESC> twice to return to RUN mode.


(1) Push <ENTER>


(2) Push <DOWN> twice.


(3) Push <ENTER>.

for 6 seconds.


(4) Push <DOWN>


(5) Push <ENTER>.


(6) Push <ENTER>

three times.

after adjustment
with <UP>,<DOWN>.


(7) Push <ESC>.


(8) Push <ESC> twice.

RUN Mode

(1) Push <DOWN> at PV_END mode and then TR_ZERO mode is displayed.
(2) Push <ENTER>. *R_ZERO mode is started and at this mode users can adjust zero
point of transmitter. Valve stem is moved to zero point automatically.
(3) Push <UP> or <DOWN>. The number on the above on LCD is changed and
measured current value is changed accordingly on ammeter equipped outside. Adjust it to
be 4mA and push <ENTER> to save it. +R_ZERO message is appeared.
(4) Push <ESC>. TR_ZERO mode is displayed.
(5) Push <DOWN> at TR_ZERO mode. Then TR_END mode is displayed.
(Push <ESC> twice to return to RUN Mode.)
(6) Push <ENTER>. *TR_END mode is started and at this mode users can adjust end
point of transmitter. Valve stem is moved to end point automatically.
(7) Adjust measured current value to be 20mA on ammeter with <UP> or <DOWN>.
Push <ENTER> to save it. +R_END message is appeared.
(8) Push <ESC>. TR_END mode is displayed.
(9) Push <ESC> twice at this mode to return to RUN mode.

(1) Push <DOWN>.

(2) Push <ENTER>.

(3) Push <ENTER>


after adjustment
with <UP>,<DOWN>.


(4) Push <ESC>.


(5) Push <DOWN>.


(7) Push <ENTER>
after adjustment
with <UP>,<DOWN>.


RUN Mode

(6) Push <ENTER>.


(8) Push <ESC>.


(9) Push <ESC> twice.

(1) Push <DOWN>

(2) Push <ENTER>.


(3) Push <ENTER>.

three times.


(4) Push <ENTER>


(5) Push <ESC>.


(6) Push <DOWN>.

after adjustment
with <UP>,<DOWN>.


(7) Push <ENTER>.


(8) Push <ENTER>


(9) Push <ESC>.

after adjustment
with <UP>,<DOWN>.


(10) Push <ESC> twice.

RUN Mode

Adjustment of zero point ((1)~(4)), end point ((5)~(9)) of transmitter


If valve zero point and end point are changed, transmitter is also changed automatically.
So usually there's no need that
transmitter zero point and end point
are adjusted by users, but if
transmitter output signal is
unstable, transmitter zero point
and end point should be
adjusted. The ammeter showing
feedback signal is necessary and the
connection should be done as following picture.

(5) Push <ESC> three times to return to RUN mode.


(1) Push <DOWN>
four times.



(2) Push <ENTER>.


(4) Push <ENTER>
after adjustment
with <UP>,<DOWN>.


(3) Push <ENTER>.


(5) Push <ESC> three times.

RUN Mode

Adjustment of Characteristics (CHAR)


(1) Push <ENTER> at VALVE mode and then push <DOWN>. CHAR LIN (in case of
linear characteristics) mode is displayed.
(2) Push <ENTER>. *HAR LIN mode is displayed and characteristics can be adjusted at
this mode.
(3) Adjust Characteristics (ex: EQ) with pushing <UP> or <DOWN> and save it with
<ENTER>. +HAR EQ is displayed.
(4) Push <ESC> three times to return to RUN mode.

(1) Push <ENTER>.


(2) Push <DOWN>.


(3) Push <ENTER>
after adjustment


(3) Push <ENTER>.


(4) Push <ESC> three times.

RUN Mode

with <UP>,<DOWN>.
Adjustment of User Characteristics (USER SET)
(1) Push <ENTER> at VALVE mode and ACT RA or ACT DA is displayed.
(2) Push <DOWN> twice, then USER SET mode is started.
(3) Push <ENTER>. *P0 SET mode is displayed and at this mode users can adjust the
first point of characteristic in sixteen points. The number on LCD is valve stroke
percentage set to P0.
(4) Adjust valve stroke percentage with using <UP> or <DOWN>.

(5) Save it with <ENTER>. While P0 value is being saved, *P1 SET mode is displayed.
(6) *P1 SET mode is to adjust the second point of characteristic in sixteen points.
Adjustment method is as same as *P0 SET mode.
(7) Save valve stroke percentage from P2 to P15 in the same way.
(8) After adjustment of valve stroke percentage at *P15 SET mode, save it with
<ENTER>.
(9) +SER SET is displayed. Total sixteen points of valve stroke percentage are all set.
Push <ESC> three times to return to RUN mode.


(1) Push <ENTER>.


(2) Push <DOWN> twice.


(4) Adjust with
<UP>,<DOWN>.


RUN Mode

(3) Push <ENTER>.


(5) Push <ENTER>.


(7) Set P2-P15.

(8) Push <ENTER>.


(6) Set P1.


(9) Push <ESC> three times.

Adjustment of Tight Shut Open (TSHUT OP)


(1) Push <ENTER> at VALVE mode and ACT RA or ACT DA is displayed. Push
<DOWN> three times at this mode, then TSHUT OP is displayed.
(2) Push <ENTER>. *SHUT OP mode is displayed and in this mode users can set stroke
at the time of Tight Open. Initial setting is done as 100%, which means cancellation of
this function. Adjust the value (ex : 95.0%) with pushing <UP> or <DOWN> and save it
with <ENTER>. +SHUT OP is displayed.
(3) Push <ESC> three times to return to RUN mode.


(1) Push <DOWN>
three times.


(2) Push <ENTER>.


(3) Push <ENTER>
after adjustment
with <UP>,<DOWN>.


(4) Push <ESC>
three times.

RUN Mode

Adjustment of Tight Shut Close (TSHUT CL)


(1) Push <ENTER> at VALVE mode and ACT RA or ACT DA is displayed. Push
<DOWN> four times at this mode, then TSHUT CL is displayed.
(2) Push <ENTER>. *SHUT CL mode is displayed and in this mode users can set stroke
at the time of Tight Close. Initial setting is done as 0.3%. 0% means cancellation of this
function. Adjust the value (ex : 0.5%) with pushing <UP> or <DOWN> and save it with
<ENTER>. +SHUT CL is displayed.
(3) Push <ESC> three times to return to RUN mode.


(1) Push <DOWN>
four times.


(2) Push <ENTER>.


(4) Push <ESC>
three times.

RUN Mode


(3) Push <ENTER>
after adjustment
with <UP>,<DOWN>.

Adjustment of Split Range (SPLIT)


(1) Push <ENTER> at VALVE mode and ACT RA or ACT DA is displayed.
(2) Push <DOWN> five times and SPLIT mode is displayed. The numbers on LCD is the
range of current signal input to Positioner. 4-20mA current signal is set as standard.
(3) Push <ENTER>. *SPLIT mode is displayed and input signal range can be adjusted.
Adjust input signal range with <UP> or <DOWN> and save it with <ENTER>.
(4) +SPLIT mode is displayed while saving adjusted range. Push <ESC> three times to
return to RUN mode.


(1) Push <ENTER>.


(2) Push <DOWN>
five times.


(3) Push <ENTER>
after adjustment


(3) Push <ENTER>.


(4) Push <ESC>
three times.

RUN Mode

with <UP>,<DOWN>.
VIEW mode
This mode provides users with various information about Positioner. And in this mode
users can change valve stroke types displayed on LCD as % or numbers. Refer to the
next table for information and description displayed on VIEW mode.
(1) Push <DOWN> at AUTO CAL mode and VIEW mode is displayed.
(2) Push <ENTER> at VIEW mode, then Information mode is started.
(3) Check information with using <UP> or <DOWN> and push <ESC>.
(4) Push <ESC> again to return to RUN mode.


(1) Push <DOWN>
four times.



(2) Push <ENTER>.


(4) Push <ESC>.

RUN Mode


(3) Check data
with <UP>,<DOWN>.

Description
Product model
VERSION

Main software version

HART V

Hart protocol version

POL AddR

Channel address used in Hart protocol

bIAS VI

BIAS value necessary to motor control

(This variable is used by

only manufacturer.)
Total using time

0Y 0d

But if the product is used less than one minute from power-on to
power-off, it is not added in total time.

FULL_OP

Full Open Time (Sec.) of valve

FULL_CL

Full Close Time (Sec.) of valve

VM NOR

Erro

VALUE I

Display type of valve stroke on LCD


Either % or number is available.
Error or warning code currently occurred.
Refer to the Code table.
Currently

controlled

value

(This

variable

is

used

by

only

manufacturer.)
Information checked on VIEW mode

Error and warning code


If there are any problems during Positioner operation, you can check the error and
warning code at VIEW mode as follows.
Error code
This code is displayed when Positioner control gets impossible and code C, D is
applied.
Warning code
This code is displayed when Positioner control is available but there's possibility of

malfunction or low accuracy. Code B, F, G, H is applied.

Code
A

Description and cause


None

None

The range of Pv Span - Pv Zero is


B

less than 500.


 Operating angle of feedback is too
small.
More than 10% error is continued

 Adjust operating angle of feedback lever


to

be

bigger (Refer

P.13) and execute

AUTO 1 calibration.

 Check the setting pressure of air filter

over than one minute.


C

Measures

 There's no valve movement.

regulator.

 Valve friction is getting too big.

Adjust it to recommending pressure.

 Setting pressure of regulator is

Execute BIAS calibration.

changed.
I value is at I max or min limit.
D

 Valve friction is changed.


 Setting pressure of regulator is
changed.

None

 Actuator size is too small.


G

 Use variable orifice.


 Replace actuator to bigger one.
 Adjust operating angle of feedback lever

 Operating angle of feedback lever to be smaller (Refer P.13) and execute


is set too big.
Pv is over than 4000.

Adjust it to recommending pressure.

None

one second.

Pv is set below than 100.

regulator.
Execute BIAS calibration.

Full Open, Close time is less than


F

 Check the setting pressure of air filter

AUTO 1 calibration.
 Adjust operating angle of feedback lever

 Operating angle of feedback lever to be smaller (Refer P.13) and execute


is set too big.

AUTO 1 calibration.
Error/warning code

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