Badger-meter SRD/SRI Valve Positioners User Manual

Valve PositionersVALcare Valve Diagnosis for RCV Positioners SRD991 / SRD960POS-UM-00011-EN-02 (August 2014)User Manual

Installing an SRD Device DTM1. Click srdinstall.exe.2. Conrm the license agreement.3. Select the setup type—either user-dened or complete.We reco

www.badgermeter.comRCV and VALcare are registered trademarks of Badger Meter, Inc. Other trademarks appearing in this document are the property of the

STARTING PACTWAREPACTware LoginClick the PACTware 3.0 icon on your desktop.The PACTware Login window opens.The first time you access the software, you

Click the Update device catalog button.The software scrolls through all device drivers (foxfdt…) to make sure that the drivers are updated.Starting PA

OPENING A PROJECTAdding a Communication Driver to the HOST PC1. Start PACTware.2. From the Project menu, select HOST PC.3. Right-click and select A

Selecting the Port / ChannelAfter adding the communication driver, you need to address a PORT or channel.If you are running PACTware on a PC, the PORT

Loading Data from a Device1. From the Project menu, select a device.2. Right-click and select Load from device.A status bar indicates that the data

MENU STRUCTURECommunication DTM for HART, FoxCom and PROFIBUS and FOUNDATION FieldbusMenu StructurePage 16 August 2014POS-UM-00011-EN-02

SRD-DTM for HART, FoxCom and PROFIBUS…SRD-DTM before 01.07.2005Menu StructurePage 17 August 2014 POS-UM-00011-EN-02

SRD-DTM from 01.07.2005Menu StructurePage 18 August 2014POS-UM-00011-EN-02

SRD-DTM from 02.09.2005Menu StructurePage 19 August 2014 POS-UM-00011-EN-02

Valve Positioners, VALcare Valve Diagnosis for RCV Positioners SRD991 / SRD960Page ii August 2014POS-UM-00011-EN-02

SRD-DTM from 17.10.2005Menu StructurePage 20 August 2014POS-UM-00011-EN-02

SRD-DTM for FOUNDATION Fieldbus from 02.09.2005Menu StructurePage 21 August 2014 POS-UM-00011-EN-02

ParameterMenu StructurePage 22 August 2014POS-UM-00011-EN-02

Menu StructurePage 23 August 2014 POS-UM-00011-EN-02

Menu StructurePage 24 August 2014POS-UM-00011-EN-02

Diagnosis DetailMenu StructurePage 25 August 2014 POS-UM-00011-EN-02

Diagnosis Detail continuedMenu StructurePage 26 August 2014POS-UM-00011-EN-02

STARTUPThe Startup menu includes the functions Autostart and Endpoints. The Autostart function allows a full adaptation of the positioner to the actua

The Autostart process determines valve travel limits (zero, span) and tuning parameters. The procedure is executed in four stages:1. Determining the

Autostart Duration and SuccessThe duration of Autostart depends on the actuator size (volume) and hysteresis of the actuator. For small actuators, it

CONTENTSIntroduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

MEASURED VALUETrend ViewerWith the Trend Viewer the different values over time can be displayed. This trending tool collects and displays important ‘l

Stem SetpointThis value shows the stem setpoint in percent. The Stem setpoint is identical to the Setpoint unless a characteristic curve other than li

SIMULATIONThe Simulation function is not available for the SRD via DTM. This function is only available for the SRD991 with communication FOUNDATION F

CONFIGURATION / PARAMETERIdentier PageMost of the data on the Identifier page is not modifiable. This page shows the factory-configured ID informatio

Last Calibration DateThis field helps you track the last date of calibration of the intelligent device. Used in conjunction with the calibration infor

Calibration InformationThis is a 14-byte field that is a pure scratch area. It is initialized to "Message 5" and it is user definable. It is

Conguration PageUnless the configuration parameters are to be downloaded from an existing file, information relevant to the control valve needs to be

The Setpoint source is automatically defined by the Modelcode. It can be configured to be Digital (FoxCom-Digital) or Analog (Intelligent w/o communic

SRD…-HART (HART positioners model code "-xHxx")The setpoint source should be set to analog for normal operation. For maintenance functions o

Fail Safe ModeFor Digital input, the operator may configure the Powerup mode to Fail safe. When using Fail safe, the you can define the exact position

Measured Value . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Modelcodes for Intelligent Positioner:FoxCom-Digital -xFxx DigitalHART -xHxx Analogw/o Communication -xDxx AnalogSplit RangeThe Split Range can only b

Characteristics of CurveEqual Percentage (1:50) Invers Equal Percentage (50:1) Equal Percentage (1:25)X Y X Y X Y0.00% 0.00% 0.00% 0.00% 0.00% 0.00%0.

Custom CurveThe Custom Curve lets you define up to 22 input/output pairs. To add a new pair of values:1. Select Custom.2. Enter the X-Value and Y-Va

Travel PageTravel limits can be set in the Travel page (Edit > Configuration). Lower and Upper Travel stops work just like mechanical stops—they de

StrokeThe travel span, or stroke, is a 4-byte parameter in the units of travel specified on the units page. It shows how much units of travel is equiv

Alarms PageThis Alarms page is used to define the alarm values and to define thresholds, when an alarm shall be executed. These alarms are then activa

Travel Sum DeadbandAn alarm can be set based on the total amount of travel. Travel Sum Limit is the total accumulated travel, in full strokes, to trig

Tuning PageThe Intelligent Positioner SRD991 uses a PID (Proportional-Integral-Derivative) algorithm for position control. The PID tuning parameters a

Decreasing GainSince there might be differences in control valve dynamic behavior when the Positioner output is increasing vs. decreasing, two differe

Decreasing RampingTo modify the control valve dynamics, Travel Time Limits may be changed. Inputting values higher than the default (0.4 sec) will slo

Set Setpoint / Test Output . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83

Alarm LinkThe Alarm Link allows an easy configuring of the different alarms. This enhances the functionality for the operator to activate or de-activa

Binary InputThe Binary Input is used for externally operating two independent binary switches. These switches are connected to the two inputs which ar

Binary OutputThe Binary Output function allows configuring the Logic of Output / Signal-Level, the Position Alarm / Alarm Output -Level of the alarm a

Maintenance – History IntervalThe History Intervals are used to configure the 4 different Historians for the Position History and the Response History

Partial Stroke TestThe Partial Stroke Test (PST) is used for testing of the ESD capabilities of safety shutdown valves. Since the safety-related valve

The interval can be configured between 1…30 %. The Setpoint Change is limited to 30% to ensure that the valve cannot be accidentally fully closed. The

Pressure SensorsAir Supply Pressure Sensor UnitsThe air supply pressure sensor measures magnitude of the air supply pressure in the positioner. This f

Friction / Load FactorThe Friction is a value to determine the force / friction between the stem and the packing during a movement. This measurement r

Friction Measurement and DisplayThis page only shows measurements and alarms. The configurations are done on the Friction page under Parameter.The Loa

LCDThis menu is used to configure the Text Orientation and the Language of the LCD.Text OrientationThis function defines if the reading of the LCD wil

Travel Sum . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

After the files have been downloaded to your computer, you can start the download into the positioner.Conguration / ParameterPage 60 August 2014POS-

Language DownloadTo download another language than pre-configured into the device:1. Go to the main menu Commands and click on the icon for Language

CALIBRATION MENUThe Calibrate page is actually a menu of possible calibration operations that you can perform. Most of these require special tools or

Analog – Input Current CalibrationIf the positioner is being used in the analog mode, then calibration by the Analog Setpoint feature is available in

Temperature CalibrationTemperature Calibration (Calibrate menu) is needed whenever the "Printed Circuit Board" is replaced. Refer to the pos

DIAGNOSTICSStatus List (NE107)With this Diagnostic Status List the SRD offers the most enhanced self surveillance and diagnosis monitoring capabilitie

Status OverviewThe Status Overview screen is a comprehensive display of all status of the SRD991. It displays the result of the Primary, Secondary and

Message StatusDescription / ExplanationRecommended ActionCycle Count LimitMaintenance RequiredCycle Count has exceeded limit configured.Check valve pe

The SRD991 Status Overview screen was modified to be simpler with a focus on the most important. This concept still includes status bits in green (√)

Process StatusMessage Status Description / Explanation Recommended ActionTemperature HighOut of SpecificationTemperature above allowed limit.Operation

INTRODUCTIONThe valve diagnostic software VALcare is available as Device Type Manager (DTM) for integration into control systems based on the Field De

Hardware StatusElectronic ComponentsStatus Description / Explanation Recommended ActionRAM FailureThis Alarm indicates a critical state for the operat

Calibration StatusMessage Status Description / Explanation Recommended ActionNo Autostart done —No Autostart was done or Autostart was run and did not

Position AlarmsMessage Status Description / Explanation Recommended ActionPosition High Alarm INFO Position above High Alarm Setpoint. Monitor situati

Service ManagementThe Service Management function provides information about the Status of Service, the Actual Time in Operation, Time Since Last Serv

Position HistoryThe Position History is a Histogram that shows the percentage of the actuator/valve duration in a specific valve position. The histogr

Response HistoryThe Response History is a Histogram that shows the control behavior of the actuator/valve in percentage over time. The histogram is di

Friction / Load FactorFriction MeasurementThis page only shows measurements and alarms. The configurations are done on the Friction page under Paramet

ADDITIONAL FUNCTIONSManagementGo OfflineThis action will set the positioner offline.Go OnlineThis action will set the positioner online.Go LocalThis a

Reset Valve DiagnosisThe Reset Valve Diagnosis is used to reset specific data stored inside of the positioner memory. For example, the individual valv

Restore Valve Specific ParameterThis function is required if a positioner is replaced without the option to perform a new Autostart.In this case, the

CONTENTS OF VALCARE SOFTWAREThe VALcare -software package includes the following files:PACTware with:• PACTware Release 3.0• ComDTM for the HART Pro

Write ProtectEnable/Disable Write Protection for Valve ParametersAn active write protection secures the local push buttons from an unauthorized access

CalibrateCalibrate Current LoopTo perform the calibration function, press Continue and follow the instructions displayed in each window or under “Cali

Calibrate Air SupplyTo perform the calibration function, press Continue and follow the instructions displayed in each window or under “Calibration Men

Set Setpoint / Test OutputThe Test Output can be activated from Set setpoint on the Tuning page or from the Menu structure (Additional functions >

STATUS BITSPrimary Status BitsThe Primary Status Byte is returned in every response message generated by the positioner. The individual bits of the st

• Bit 0 – Currently in fail safe time out. No setpoint commands have been sent from the controlling system for the entire time out period. The positi

A/D Converter Diagnostic Bit 3Analog to Digital conversion cannot be completed. Positioner has become unreliable and should be replaced.Actuator Diagn

ADDITIONAL STATUSThe additional status contains 4 bytes of Status for the SRD991.These bytes may be reset via a reset status under the test menu. This

High High AlarmThis is a 4-byte real, expressed as percentage of stroke. When the valve position exceeds this parameter, the High High Alarm status bi

Control Dierence TimeDefault for this parameter is 60 seconds. This is a 4-byte real.7 6 5 4 3 2 1 0Control Diff LoLo Alarm HiHi Alarm Low Alarm High

INSTALLATIONThe following files are available on the VALcare CD-ROM:OTE:N If PACTware 3.0 is not yet installed, start here. If PACTware 3.0 is install

Output Pressure Scaling LowThis is a 4-byte real, expressed in the units defined in the Units page. It specifies the minimum value for scaling of the

Valve PositionThis is a 4-byte real, expressed as percentage. The normal operating range for the valve position is 0 to 100% of the full scale.Stem Se

Analog Setpoint HighThis is a 4-byte real and defines the maximum value of the analog setpoint. It is normally set at the factory to 4.0 mA, but can b

PROFIBUS CONFIGURATIONSComm-DTMWe recommend using the communication DTM for Profibus distributed by Softing. This driver is not included in the modemi

Profibus Control PanelThe Profibus Control panel is under Start > Control Panel > PROFIBUS.Make sure that you see a green √ in front of the Node

Data ScreenFor Profibus devices, an additional Data Screen may be opened to display additional Profibus specific parameters. To view the Profibus Data

FOUNDATION FIELDBUS CONFIGURATIONSConfiguration of FF-specific parameters.Listing of FF ParameterFoundation Fieldbus CongurationsPage 96 August 2014

INTENTIONAL BLANK PAGEUser ManualPage 97 August 2014 POS-UM-00011-EN-02

INTENTIONAL BLANK PAGEValve Positioners, VALcare Valve Diagnosis for RCV Positioners SRD991 / SRD960Page 98 August 2014POS-UM-00011-EN-02

INTENTIONAL BLANK PAGEUser ManualPage 99 August 2014 POS-UM-00011-EN-02