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Series 3730Electropneumatic PositionerType 3730-2

Mounting andOperating Instructions

EB 8384-2 EN (1300-1611)Firmware version 1.54Edition February 2012

Fig. 1 · Type 3730-2

2 EB 8384-2 EN

DANGER!indicates a hazardous situation which, if notavoided, will result in death or serious injury.

WARNING!indicates a hazardous situation which, if notavoided, could result in death or serious in-jury.

NOTICEindicates a property damage message.

Note: Supplementary explanations,information and tips

Definitions of the signal words used in these instructions

Contents Page

1 Important safety instructions . . . . . . . . . . . . . . . . . . . . . . 8

2 Article code . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

3 Design and principle of operation . . . . . . . . . . . . . . . . . . . 103.1 Application type . . . . . . . . . . . . . . . . . . . . . . . . . . . 113.2 Additional equipment . . . . . . . . . . . . . . . . . . . . . . . . . 123.3 Configuration using TROVIS-VIEW software . . . . . . . . . . . . . . 133.4 Technical data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

4 Attachment to the control valve – Mounting parts and accessories . . . 184.1 Direct attachment . . . . . . . . . . . . . . . . . . . . . . . . . . . 204.1.1 Type 3277-5 Actuator . . . . . . . . . . . . . . . . . . . . . . . . . 204.1.2 Type 3277 Actuator . . . . . . . . . . . . . . . . . . . . . . . . . . 224.2 Attachment according to IEC 60534-6 (NAMUR) . . . . . . . . . . . . 244.3 Attachment to Type 3510 Micro-flow Valve. . . . . . . . . . . . . . . 264.4 Attachment to rotary actuators . . . . . . . . . . . . . . . . . . . . . 284.4.1 Heavy-duty version . . . . . . . . . . . . . . . . . . . . . . . . . . 304.5 Reversing amplifier for double-acting actuators . . . . . . . . . . . . . 324.5.1 Reversing amplifier (1079-1118 or 1079-1119) . . . . . . . . . . . . 324.6 Attaching an external position sensor. . . . . . . . . . . . . . . . . . 344.6.1 Mounting the position sensor with direct attachment. . . . . . . . . . . 344.6.2 Mounting the position sensor with attachment according to IEC 60534-6 364.6.3 Mounting the position sensor to Type 3510 Micro-flow Valve . . . . . . 374.6.4 Mounting the position sensor to rotary actuators . . . . . . . . . . . . 384.7 Attaching positioners with stainless steel housings . . . . . . . . . . . . 394.8 Air purging function for single-acting actuators . . . . . . . . . . . . . 394.9 Mounting parts and accessories . . . . . . . . . . . . . . . . . . . . 40

5 Connections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 445.1 Pneumatic connections . . . . . . . . . . . . . . . . . . . . . . . . . 445.1.1 Signal pressure gauges . . . . . . . . . . . . . . . . . . . . . . . . 445.1.2 Supply pressure . . . . . . . . . . . . . . . . . . . . . . . . . . . . 445.1.3 Signal pressure (output) . . . . . . . . . . . . . . . . . . . . . . . . 455.2 Electrical connections . . . . . . . . . . . . . . . . . . . . . . . . . 455.2.1 Switching amplifiers . . . . . . . . . . . . . . . . . . . . . . . . . . 47

6 Operator controls and readings . . . . . . . . . . . . . . . . . . . . 486.1 Serial interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50

EB 8384-2 EN 3

Contents

7 Start-up – Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . 507.1 Defining the valve closed position . . . . . . . . . . . . . . . . . . . 517.2 Setting the volume restriction Q . . . . . . . . . . . . . . . . . . . . 517.3 Adapting the display. . . . . . . . . . . . . . . . . . . . . . . . . . 527.4 Limiting the signal pressure. . . . . . . . . . . . . . . . . . . . . . . 527.5 Checking the operating range of the positioner . . . . . . . . . . . . . 537.6 Initialization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 547.6.1 MAX – Initialization based on maximum range . . . . . . . . . . . . 557.6.2 NOM – Initialization based on nominal range . . . . . . . . . . . . . 567.6.3 MAN – Initialization based on a manually selected range . . . . . . . 577.6.4 SUb substitute calibration . . . . . . . . . . . . . . . . . . . . . . . 597.7 Zero calibration . . . . . . . . . . . . . . . . . . . . . . . . . . . . 627.8 Performing settings for open/close valves. . . . . . . . . . . . . . . . 637.9 Reset to default values . . . . . . . . . . . . . . . . . . . . . . . . . 65

8 Operation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 668.1 Enabling and selecting parameters . . . . . . . . . . . . . . . . . . 668.2 Operating modes . . . . . . . . . . . . . . . . . . . . . . . . . . . 678.2.1 Automatic and manual modes . . . . . . . . . . . . . . . . . . . . . 678.2.2 Fail-safe position (SAFE) . . . . . . . . . . . . . . . . . . . . . . . . 688.3 Malfunction/maintenance alarm . . . . . . . . . . . . . . . . . . . . 688.3.1 Confirming error messages . . . . . . . . . . . . . . . . . . . . . . 69

9 Adjusting the limit switch . . . . . . . . . . . . . . . . . . . . . . . 709.1 Retrofitting an inductive limit switch. . . . . . . . . . . . . . . . . . . 72

10 Maintenance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73

11 Servicing explosion-protected devices . . . . . . . . . . . . . . . . . 73

12 Firmware update (serial interface) . . . . . . . . . . . . . . . . . . . 73

13 Maintenance, calibration and work on equipment . . . . . . . . . . . 74

14 Code list . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75

15 Settings in TROVIS-VIEW software . . . . . . . . . . . . . . . . . . 10015.1 General . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10015.1.1 System requirements . . . . . . . . . . . . . . . . . . . . . . . . . 10015.2 Installing TROVIS-VIEW software . . . . . . . . . . . . . . . . . . . 10115.3 Starting TROVIS-VIEW and performing basic settings . . . . . . . . . 10215.4 Data transmission . . . . . . . . . . . . . . . . . . . . . . . . . . 10415.4.1 Offline operation (indirect data transmission) . . . . . . . . . . . . . 105

4 EB 8384-2 EN

Contents

15.4.2 Online operation (direct data transmission) . . . . . . . . . . . . . . 10515.4.3 Setting parameters . . . . . . . . . . . . . . . . . . . . . . . . . . 10615.5 Initializing the positioner . . . . . . . . . . . . . . . . . . . . . . . 10815.6 Status classification. . . . . . . . . . . . . . . . . . . . . . . . . . 110

16 Dimensions in mm . . . . . . . . . . . . . . . . . . . . . . . . . . 11216.1 Fixing levels according to VDI/VDE 3845 (September 2010) . . . . . 114

17 Valve characteristic selection . . . . . . . . . . . . . . . . . . . . . 115

Test certificates. . . . . . . . . . . . . . . . . . . . . . . . . . . . 117

EB 8384-2 EN 5

Contents

Note:The functions of EXPERTplus valve diagnostics are described in the Mounting and OperatingInstructions EB 8389 EN

6 EB 8384-2 EN

Modifications of positioner firmware

Modifications of positioner firmware in comparison to previous versions

Previous New

1.00 1.10

The serial interface and serial interface adapter allow the positioner to be operatedand configured using TROVIS-VIEW software

The following additional status messages were implemented:Code 76 - No emergency modeCode 77 - Program loading errorDisplays number of zero calibrations performed since the last initialization.

For initialization of "AIR TO CLOSE" actuators, the direction of action (Code 7) is auto-matically set to increasing/decreasing.

Code 3, the activation period of the enabled configuration function wasextended to 120 s.

1.10 1.20

Electronics changed, no new functions added.

1.20 1.30

New EXPERTplus diagnostics functions (Code 48) addedPositioner in EXPERTplus version with extended diagnostics features.

A running initialization can be canceled by pressing the rotary pushbutton.

The position transmitter (Code 37) and solenoid valve (Code 45) options are automati-cally recognized.

1.30 1.40

All EXPERTplus functions can be used in this firmware version and higher.

The fault alarm contact is triggered by the condensed state of the positioner. It is al-ways active when condensed state = “Maintenance alarm”.If Code 32 is set to Yes: Also active with “Function check” condensed stateIf Code 33 is set to Yes: Also active with “Maintenance required/Maintenance de-manded” condensed state

The “Function check” condensed state is additionally set for Test A1, A2, fault alarmoutput and position transmitter.

The min./max. values of the temperature monitoring can be reset.

1.40 1.41

Internal modifications

1.41 1.42


EB 8384-2 EN 7

Modifications of positioner firmware

Modifications of positioner firmware in comparison to previous versions

Previous New

1.42 1.51

Setting can be performed at the positioner to determine whether the valve is to operateas a control valve or an on/off (open/close) valve (see section 3.1)

All EXPERTplus diagnostic functions are available in the positioner without having toactivate them first (refer to EB 8389 EN on EXPERTplus valve diagnostics)

Optional binary input with following actions (refer to EB 8389 EN on EXPERTplus valvediagnostics):– Set local operation write protection– Start Partial Stroke Test (PST)– Go to fail-safe reference variable– Switch between AUTO/MAN– Start data logger– Reset diagnosis

The pressure limit (Code 16) is no longer automatically set during initialization.

1.51 1.54


1 Important safety instructions

For your own safety, follow these instructions concerning the mounting, start-up and opera-tion of the positioner:

� The positioner is to be mounted, started up or operated only by trained andexperienced personnel familiar with the product.According to these Mounting and Operating Instructions, trained personnel refers toindividuals who are able to judge the work they are assigned to and recognizepossible dangers due to their specialized training, their knowledge and experience aswell as their knowledge of the applicable standards.

� Explosion-protected versions of this positioner are to be operated only by personnelwho have undergone special training or instructions or who are authorized to workon explosion-protected devices in hazardous areas. Refer to section 11.

� Any hazards that could be caused by the process medium, the operating pressure, thesignal pressure or by moving parts of the control valve are to be prevented by meansof the appropriate measures.

� If inadmissible motions or forces are produced in the pneumatic actuator as a result ofthe supply pressure, the supply pressure must be restricted by means of a suitablesupply pressure reducing station.

To avoid damage to any equipment, the following also applies:

� Do not operate the positioner with the back of the positioner/vent opening facingupwards.The vent opening must not be sealed when the positioner is installed on site.

� Proper shipping and appropriate storage are assumed.

� Do not ground electric welding equipment near to the positioner.

Note: The device with a CE marking fulfills the requirements of the Directives 94/9/EC(ATEX) and 89/336/EEC (EMC).The Declaration of Conformity is available on request.

8 EB 8384-2 EN

Important safety instructions

Vent opening

2 Article code

EB 8384-2 EN 9

Article code

Article code Type 3730-2 x x x x x 0 x x 0 x 0 0 x 0 x x

With LC display, autotune

Explosion protection

Without 0

ATEX: II 2G Ex ia IIC T6, II 2D Ex tb IIIC T80 °C IP 66 1

FM/CSA:Class I, Zone 0 AEx ia IIC; Class I,II,III, Div.1, Groups A–G;Class I, Div.2, Groups A–D; Class II, Div.2, Groups F, G/Ex ia IIC T6, Class I Zone 0; Class I, II, Groups A–G;Class I, Zone 2; Class I, II, Div. 2, Groups A–G

3

JIS: Ex ia IIC T6 7

ATEX: II 3G Ex nA II T6, II 3G Ex ic IIC T6, II 3D Ex tc IIIC T80°C IP 66 8

Options (additional equipment)

Inductive limit switch WithoutWith SJ2-SNWith SJ2-S1N

012

0

Solenoid valve SIL 4 Without24 V DC

04

Analog position transmitter WithoutWith

01

External position sensor WithoutWith 0

01

Binary input WithoutWith 0

02

Diagnostics

EXPERTplus 4

Housing material

Aluminum 0

Stainless steel 1.4581 0 1

Special applications

Without 0

Compatible with paint 1

Exhaust air with ¼ NPT connection, back of housing sealed 2

Special versions

Without 0 0

IECEx: Ex ia IIC T4/T5/T6; IP 54 and IP 65 T 80 °C 1 1 2

GOST: 0Ex ia IIC T6 X 1 1 4

3 Design and principle ofoperation

The electropneumatic positioner is attachedto pneumatic control valves. It is used to as-sign the valve stem position (controlled vari-able x) to the control signal (reference vari-able w). The input signal received from acontrol system is compared to the travel orrotational angle of the control valve, and apneumatic signal pressure (output variabley) is produced.

The positioner basically consists of an elec-trical travel sensor system (2), an analog i/pconverter (6) with downstream air capacity

booster (7) and the electronic unit with amicrocontroller (5).

The standard positioner is fitted with threebinary contacts: A fault alarm output indi-cates a fault to a control station and twoconfigurable software limit switches areused to indicate the end positions of thevalve.

The position of the valve is transmitted aslinear travel motion or angle of rotation viapick-up lever and travel sensor (2) to an an-alog PD controller (3). Simultaneously, anA/D converter (4) transmits the position ofthe valve to the microcontroller (5). The PDcontroller compares this actual position to

10 EB 8384-2 EN

Design and principle of operation

w

x

Q

%S

mm

GG

PD

SerialInterface

162013

15

A2

A3

A1

112

4 195

3

12

6

7

8

10

1

14

14

w

xy

24V DC

9

17 18

22BE

Fig. 2 · Functional diagram

1 Control valve2 Travel sensor3 PD controller4 A/D converter5 Microcontroller6 i/p converter7 Air capacity booster8 Pressure regulator9 Flow regulator10 Volume restriction11* Inductive limit switch12* Solenoid valve13* Analog position transmitter14 Software limit switches

Alarm 1/215 Fault alarm output

Alarm 316 Display17* Solenoid valve control18* Galvanic isolation19 D/A converter20 Communication interface21 Binary input BE** Optional

the 4 to 20 mA DC control signal (referencevariable) after it has been converted by theA/D converter (4). In case of a system devi-ation, the actuator is either vented or filledwith more air. The supply air is supplied tothe air capacity booster (7) and the pressureregulator (8). An intermediate flow regulator(9) with fixed settings is used to purge thepositioner and also guarantees trouble-freeoperation of the air capacity booster. Theoutput signal pressure supplied by thebooster can be limited over the software.The volume restriction Q (10) is used to opti-mize the positioner by adapting it to the ac-tuator size.

The extended EXPERTplus diagnostics are in-tegrated into the positioner. It provides infor-mation on the positioner and generates di-agnostic and status alarms, which allowfaults to be pinpointed quickly.

The positioner is suitable for the followingtypes of attachment using the correspondingaccessories:

� Direct attachment to SAMSONType 3277 Actuator: Section 4.1

� Attachment to actuators acc. toIEC 60534-6 (NAMUR): Section 4.2

� Attachment to Type 3510 Micro-flowValve: Section 4.3

� Attachment to rotary actuators acc. toVDI/VDE 3845: Section 4.4

3.1 Application type

Two application types for the valve areavailable: Control valve and Open/Close(on/off) valve. The manual mode(MAN) and the automatic mode (AUTO)can be selected with both application types.

Depending on the application type that hasbeen selected, the positioner behaves differ-ently in the automatic mode (AUTO):

The application type is set in Code 49 - h(see section 7.8).

Note:– Depending on the application type, cer-

tain diagnostic functions cannot be per-formed or analyzed. Refer toEB 8389 EN on EXPERTplus valve diag-nostics.

– In manual mode, an on/off valve can bemoved past 100 % of the nominal range(with the closed position for ATO) orbelow 0 % of the nominal range (with theclosed position for ATC). See section 7.1for the valve closed position.

EB 8384-2 EN 11


Control valve Open/close valve

AUTO The positionerfollows thereference variablecontinuously.The valve position(current position)appears in % on thedisplay.

Discrete analysis ofthe reference vari-able.The valve position(current position) in% and O/C(Open/Close)appear inalternating sequenceon the display.

MAN The positioner follows the referencevariable given over local operation.

3.2 Additional equipment

Solenoid valve

If the operating voltage for the solenoidvalve (12) fails, the supply pressure for thei/p converter is vented to the atmosphere.The positioner can no longer operate andthe control valve moves to the fail-safe posi-tion determined by the actuator, independ-ent of the reference variable.

NOTICEIn manual mode (MAN), the manual setpoint is also reset to 0 %. A different manualset point must be entered again (Code 1).

Position transmitter

The position transmitter (13) is a two-wiretransmitter and issues the travel sensor sig-nal as a 4 to 20 mA signal processed by themicrocontroller. Since this signal is issued in-dependent of the positioner’s input signal(min. current 3.8 mA), the actual travel/an-gle of rotation is controlled in real-time. Ad-ditionally, the position transmitter providesthe possibility of signaling a positioner faultover a signal current of < 2.4 mA or> 21.6 mA.

Inductive limit switch

The rotary shaft of the positioner carries anadjustable tag which actuates the installedproximity switch. The optional inductive limitswitch (11) is connected to A1, while theremaining software limit switch is connectedto A2.

External position sensor

In this version, only the sensor is mounted tothe control valve. The positioner is locatedseparately from the valve.The connection of x and y signals to thevalve is established by cable and piping forair (only without inductive limit switch).

Binary input

The positioner has an optional binary input.The following actions can be performed overthe binary input:

� Transfer switching state [default]The switching state of the binary input islogged.

� Set local operation write protectionSettings cannot be changed at thepositioner while the binary input is ac-tive. The configuration enabled functionin Code 3 is not active.

� Start partial stroke test (PST)The positioner starts a single partialstroke test. The test is performed accord-ing to the settings in Code 49 - d2 toCode 49 - d9 (refer to EB 8389 EN onEXPERTplus valve diagnostics).

� Go to fail-safe reference valueAn open/close valve moves to the en-tered fail-safe reference value when thepositioner is in automatic mode(AUTO).No action is started when the positioneris in manual mode (MAN) or fail-safeposition (SAFE).

� Switch between AUTO/MANThe positioner changes from automaticmode (AUTO) mode into manualmode (MAN) and vice versa.

12 EB 8384-2 EN


No action is started if the positioner is inthe fail-safe position (SAFE).

� Start data loggerThe data logger is started when the bi-nary input is active (refer to EB 8389 ENon EXPERTplus valve diagnostics).

� Reset diagnosisAny active diagnostic functions in Statis-tical information (in-service monitoring)and Tests (out-of-service diagnostics) arecanceled and the diagnosis data are re-set once.

� Leakage sensorThe “External leakage soon to be ex-pected” error is set. The error is resetwhen the edge control is set to OFF. Thealarm remains saved in the logging.

Note: The optional binary input can only beconfigured using the TROVIS-VIEW software(refer to EB 8389 EN on EXPERTplus valvediagnostics).The default switching state is with an openswitch.

3.3 Configuration usingTROVIS-VIEW software

Refer to Table 5 on page 42 for order num-bers.

The positioner can be configured using theTROVIS-VIEW software.The positioner is equipped for this purposewith an additional digital SERIAL INTERFACEto allow a computer to be connected over anadapter cable from the RS-232 or USB portof the computer to the positioner.The TROVIS-VIEW software enables the userto easily set parameters in the positionerand view process parameters online.

EB 8384-2 EN 13


3.4 Technical data

14 EB 8384-2 EN


Type 3730-2 Positioner (technical data in test certificates additionally apply for explosion-protected devices)

Travel, adjustableDirect attachment to Type 3277: 3.6 to 30 mmAttachment acc. to IEC 60534-6: 3.6 to 200 mmRotary actuators: 24° to 100°

Travel range Adjustable within the initialized travel/angle of rotation;travel can be restricted to 1

5 at the maximum

Reference variable w Signal range 4 to 20 mA, 2-wire unit, reverse polarity protection,min. span 4 mA, static destruction limit 100 mA

Minimum current 3.6 mA for display · 3.8 mA for operation

Load impedance Version without explosion protection: � 6 V (corresponding to 300 � at 20 mA)Explosion-protected version: � 7 V (corresponding to 350 � at 20 mA)

Supply air

Supply pressure from 1.4 to 7 bar (20 to 105 psi),Air quality acc. to ISO 8573-1 (2001): Max. particle size and density: Class 4Oil content: Class 3, pressure dew point: Class 3 or at least 10 K beneath the low-est ambient temperature to be expected

Signal pressure (output) 0 bar up to the capacity of supply pressure, limitable to 1.4/2.4/3.7 ±0.2 bar viasoftware

Characteristic

Linear/equal percentage/reverse equal percentageuser-definable (over operating software)butterfly valve, rotary plug valve, segmented ball valve: linear/equal percentageDeviation from terminal-based conformity � 1 %

Hysteresis � 0.3 %

Sensitivity � 0.1 %

Transit time Separately adjustable up to 240 seconds for supply air and exhaust air

Direction of action Reversible

Air consumption, steady state Independent from supply pressure approx. 110 ln/h

Air output capacityActuator pressurizedActuator vented

At �p = 6 bar: 8.5 mn3/h, at �p = 1.4 bar: 3.0 mn

3/h KVmax (20 °C) = 0.09at �p = 6 bar: 14.0 mn

3/h, at �p = 1.4 bar: 4.5 mn3/h KVmax (20 °C) = 0.15

Permissible ambienttemperature

–20 to +80 °C in all versions–45 to +80 °C with metal cable gland–25 to +80 °C with inductive limit switches (SJ2-S1N) and metal cable glandLimits in test certificate also apply for explosion-protected devices.

Influences Temperature: � 0.15 %/10 K Supply air: NoneVibration: � 0.25 % up to 2000 Hz and 4 g acc. to IEC 770

Electromagneticcompatibility

Complying with the requirements of EN 61000-6-2, EN 61000-6-3, EN 61326-1and NAMUR Recommendation NE 21

Electrical connections One M20 x 1.5 cable gland for 6 to 12 mm clamping range · Additional secondM20 x 1.5 threaded hole · Screw terminals for 0.2 to 2.5 mm² wire cross-section

Degree of protection IP 66/NEMA 4X

EB 8384-2 EN 15


Type 3730-2 Positioner (technical data in test certificates additionally apply for explosion-protected devices)

Use in safety-instrumentedsystems in compliance withIEC 61508

Suitable for use in safety-relevant applications up to SIL 2 (single device) and SIL 3(with redundant configuration), safety shutdown at a reference variable of 0 mA.

Explosion protection ATEX

FM

CSA

JISIECExGOST

Type 3730-23: II 2G Ex ia IIC T6, II 2D Ex tb IIIC T80 °C IP 66Type 3730-28: II 3G Ex nA II T6, II 3G Ex ic IIC T6, II 3D Ex tc IIIC T80°C IP 66Type 3730-23: Class I, Zone 0 AEx ia IIC; Class I,II,III, Div.1, Groups A–G;

Class I, Div.2, Groups A–D; Class II, Div.2, Groups F, GType 3730-23: Ex ia IIC T6, Class I Zone 0; Class I, II, Groups A–G;

Class I, Zone 2; Class I, II, Div. 2, Groups A–GType 3730-27: Ex ia IIC T6Type 3730-21xxxx0xx0x00x012: Ex ia IIC T4/T5/T6; IP 54 and IP 65 T80°CType 3730-21xxxx0xx0x00x014: 0Ex ia IIC T6 X

Communication (local) SAMSON SSP interface and serial interface adapter

Software requirements TROVIS-VIEW with database module 3730-2

Binary contacts

2 software limit switches, reverse polarity protection, floating, configurable switching characteristics,default settings as per table

Signal status:No response:Response:

Without explosion protection:Non-conductingConductive (R = 348 � )

Exp.-protected version:� 1.2 mA� 2.1 mA

1 fault alarm contact, floating

Signal status:No response/No alarm

Response/Fault alarm

Without explosion protection:Conductive (R = 348 �)Non-conducting

Exp.-protected version:� 2.1 mA� 1.2 mA

For connection to- Binary input of a PLC acc. to IEC 61131-2,

Pmax = 400 mW- NAMUR switching amplifiers acc. to EN 60947-5-6

NAMUR switchingamplifiers acc. toEN 60947-5-6

Materials

Housing Die-cast aluminum EN AC-AlSi12(Fe) (EN AC-44300) acc. to DIN EN 1706,chromated and powder paint coated · Special version: Stainless steel 1.4581

External parts Stainless steel 1.4571 and 1.4301

Cable gland M20x1.5, black polyamide

Weight Approx. 1.0 kg

16 EB 8384-2 EN


Options for Type 3730-2 Positioner

Solenoid valve · Approval acc. to IEC 61508/SIL

Input

24 V DC reverse polarity protection, static destruction limit 40 V;

Current consumption I =U 5.7 V3840�

�

(corresponding to 4.8 mA at 24 V/114 mW)

Signal "0" no pick-up � 15 V

Signal "1" safe pick-up > 19 V

Service life > 5 x 106 switching cycles

KV coefficient 0.15

Implementation in safety-relevant systems acc. toIEC 61508/SIL

Same as positioner pneumatics

Analog position transmitter Two-wire transmitter

Supply voltage 12 to 30 V DC, reverse polarity protection, static destruction limit 40 V

Output signal 4 to 20 mA

Direction of action Reversible

Operating range –10 to +114 %

Characteristic Linear

Hysteresis andHF influence Same as positioner

Other influences Same as positioner

Fault indication Can be issued with current signal 2.4 ±0.1 mA or 21.6 ±0.1 mA

Inductive limit switch For connection to switching amplifier acc. to EN 60947-5-6.Can be used in combination with a software limit switch.

SJ2-SN proximity switch NAMUR NC contact

SJ2-S1N proximity switch NAMUR NO contact

External position sensor

Travel Same as positioner

Cable 10 m with M12x1 connector, designed for continuous flexing, flame retardant acc.to VDE 0472, resistant to oils, lubricants, coolants as well as other corrosive media

Permissible ambienttemperature

–60 to +105 °C · Limits specified in the EC Type Examination Certificate addition-ally apply for explosion-protected devices.

Vibration immunity Up to 10 g in the range between 10 and 2000 Hz

Degree of protection IP 67

EB 8384-2 EN 17


Binary input · Galvanically isolated · Switching behavior configured over software (e.g. TROVIS-VIEW, DTM)

Active switching behavior (default setting)

Connection For external switch (floating contact) or relay contacts

Electrical data Open-circuit voltage when contact is open: max. 10 V,pulsed DC current, peak value 100 mA and RMS value of 0.01 mA when contactis closed

Contact Closed, R < 20 � “On” switching state (default setting)

Open, R > 400 � “Off” switching state (default setting)

Passive switching behavior

Connection For externally applied DC voltage, reverse polarity protection

Electrical data 3 to 30 V, destruction limit 40 V, current draw 3.7 mA at 24 V

Voltage > 6 V “On” switching state (default setting)

< 1 V “Off” switching state (default setting)

4 Attachment to the controlvalve – Mounting parts andaccessories

WARNING!Attach the positioner, keeping the followingsequence:1. Mount the positioner on the control valve2. Connect the supply air3. Connect the electrical power4. Perform the start-up settings

The positioner is suitable for the followingtypes of attachment:

� Direct attachment to SAMSONType 3277 Actuator

� Attachment to actuators according toIEC 60534-6 (NAMUR)

� Attachment to Type 3510 Micro-flowValve

� Attachment to rotary actuators

NOTICEAttach the positioner to the control valve,observing the following instructions to avoiddamaging the positioner.– Use only the mounting parts/accessories

listed in the Tables 1 to 5 (pages 40 to42) to mount the positioner. Observe thetype of attachment!

– Observe the assignment between leverand pin position (see travel tables onpage 19)!

Lever and pin position

The positioner is adapted to the actuatorand to the rated travel by the lever on theback of the positioner and the pin insertedinto the lever.

The travel tables on page 19 show the maxi-mum adjustment range at the positioner. Thetravel that can be implemented at the valveis additionally restricted by the selectedfail-safe position and the required compres-sion of the actuator springs.

The positioner is standard equipped with thelever M (pin position 35).

Note: If the standard mounted lever M (pinposition 35) is replaced, the newly mountedlever must be moved once all the way as faras it will go in both directions to adapt it tothe internal measuring lever.

18 EB 8384-2 EN

Attachment to the control valve – Mounting parts and accessories

Fig. 3 · Lever M with pin position 35

EB 8384-2 EN 19


Travel tables

Note: The lever M is included in the scope of delivery.Levers S, L, XL for attachment according to IEC 60534-6 (NAMUR) are available as acces-sories (see Table 3 on page 41).

Direct attachment to Type 3277-5 and Type 3277 Actuators

Actuator size Rated travel Adjustment range at positioner Requiredlever

Assignedpin position[cm²] [mm] Min. Travel Max.

120 7.5 5.0 to 25.0 M 25

120/240/350 15 7.0 to 35.0 M 35

355/700 30 10.0 to 50.0 M 50

Attachment according to IEC 60534-6 (NAMUR)

SAMSON valves/Type 3271 Actuator Other valves/actuatorsRequired

leverAssigned

pin positionActuator size Rated travel

[cm²] [mm] min. Travel max.

60 and 120 withType 3510 Valve 7.5 3.6 to 18.0 S 17

120 7.5 5.0 to 25.0 M 25

120/240/350 157.0 to 35.0 M 35

700 7.5

700 15 and 30 10.0 to 50.0 M 50

1000/1400/2800 30 14.0 to 70.0 L 70

1000/1400/2800 60 20.0 to 100.0 L 100

1400/2800 120 40.0 to 200.0 XL 200

Attachment to rotary actuators according to VDI/VDE 3845

Rotary actuators Requiredlever

Assignedpin positionMin. Opening angle Max.

24 to 100° M 90°

4.1 Direct attachment

4.1.1 Type 3277-5 Actuator

Refer to Table 1 on page 40 for the requiredmounting parts as well as the accessories.Note the travel table on page 19!

Actuator with 120 cm²

Depending on the type of positioner attach-ment, the signal pressure is routed either leftor right of the yoke through a bore to theactuator diaphragm. Depending on thefail-safe action of the actuator "Actuatorstem extends" or "Actuator stem retracts"(valve closes or opens if the supply air fails),the switchover plate (9) must first be at-tached to the actuator yoke. Align theswitchover plate with the correspondingsymbol for left or right attachment accordingto the marking (view looking onto theswitchover plate).

1. Mount connecting plate (6) or pressuregauge bracket (7) with pressure gaugesonto the positioner, making sure bothseal rings (6.1) are seated properly.

2. Remove vent plug (4) on the back of thepositioner and close the signal pressureoutput "Output 38" on the connectingplate (6) or on the pressure gaugebracket (7) with the stopper (5) includedin the accessories.

3. Place follower clamp (3) on the actuatorstem, align and screw tight so that themounting screw is located in the grooveof the actuator stem.

4. Mount cover plate (10) with narrow sideof the cut-out opening (Fig. 4, left) point-ing towards the signal pressure connec-

tion. Make sure that the bonded gasket(14) points towards the actuator yoke.

5. 15 mm travel: Keep the follower pin (2)at lever M (1) on the back of thepositioner in the pin position 35 (deliv-ered state).7.5 mm travel: Remove the follower pin(2) from the pin position 35, reposition itin the bore for pin position 25 andscrew tight.

6. Insert formed seal (15) in the groove ofthe positioner casing.

7. Place positioner on the cover plate (10)in such a manner that the follower pin(2) rests on the top of the follower clamp(3). Adjust the lever (1) correspondinglyand open the positioner cover to holdthe positioner shaft in position at the capor the switch (Fig. 19).The lever (1) must rest on the followerclamp with spring force.Mount the positioner on the cover plate(10) using the two fixing screws. Duringthe installation make sure that the sealring (10.1) is inserted in the bore of thecover plate.

8. Mount cover (11) on the other side.Make sure that the vent plug pointsdownwards when the control valve is in-stalled to allow any condensed waterthat collects to drain off.

20 EB 8384-2 EN


EB 8384-2 EN 21


9 11

Supply 9 Output 38

56

4

7

6

1010.1

3

2

1

15

6.1

1.11.2

14

8

Fig. 4 · Direct attachment - Signal pressure connection for Type 3277-5 Actuator with 120 cm²

Switchover plate (9) 1 Lever1.1 Nut1.2 Disk spring2 Follower pin3 Follower clamp4 Vent plug5 Stopper6 Connecting plate6.1 Seal rings7 Pressure gauge bracket8 Press. gauge mounting kit9 Switchover plate

for actuator10 Cover plate10.1 Seal ring11 Cover14 Gasket15 Formed seal

Cut-out of coverplate

Note:Always use the connecting plate (6)included in the accessories to connectsupply and output.Never screw threaded parts directlyinto the housing.

Symbols

Actuator stemextends

Attachment left Attachment right

Actuator stemretracts

Signal pressureinput for right

attachmentMarking

Signal pressureinput for leftattachment

Lever M

4.1.2 Type 3277 Actuator

Refer to Table 2 on page 41 or the requiredmounting parts as well as the accessories.Note the travel table on page 19!

Actuators with 240 to 700 cm²

Mount the positioner on the yoke as shownin Fig 5). The signal pressure is routed to theactuator over the connection block (12), foractuators with fail-safe action "Actuatorstem extends" internally through a bore inthe valve yoke and for "Actuator stem re-tracts" through external piping.

1. Place follower clamp (3) on the actuatorstem, align and screw tight so that themounting screw is located in the grooveof the actuator stem.

2. Mount cover plate (10) with narrow sideof the cut-out opening (Fig. 5, on the left)pointing towards the signal pressureconnection. Make sure that the bondedgasket (14) points towards the actuatoryoke.

3. For actuators with 355/700 cm², re-move the follower pin (2) at lever M (1)on the back of the positioner from pinposition 35, reposition it in the bore forpin position 50 and screw tight.For actuators 240 and 350 cm² with15 mm travel, the follower pin (2) re-mains in pin position 35.

4. Insert formed seal (15) in the groove ofthe positioner casing.

5. Place positioner on the cover plate insuch a manner that the follower pin (2)rests on the top of the follower clamp(3). Adjust the lever (1) correspondingly

and open the positioner cover to holdthe positioner shaft in position at the capor the switch (Fig. 19). The lever (1) mustrest on the follower clamp with springforce. Mount the positioner on the coverplate (10) using the two fixing screws.

6. Make sure that the tip of the gasket (16)projecting from the side of the connec-tion block (12) is positioned above theactuator symbol that corresponds withthe actuator with fail-safe action "Actua-tor stem extends" or "Actuator stem re-tracts." If necessary, remove the threefixing screws and the cover. Then reposi-tion the gasket (16) turned by 180°. Theprevious version of the connection block(Fig. 5, bottom) requires the switch plate(13) to be turned such that the corre-sponding actuator symbol points to themarking.

7. Place the connection block (12) with theassociated seal rings against thepositioner and the actuator yoke. Screwit tight using the fixing screw (12.1). Foractuators with fail-safe action "Actuatorstem retracts", additionally remove thestopper (12.2) and fit on the externalsignal pressure piping.


22 EB 8384-2 EN


EB 8384-2 EN 23


2

10 1415

1 2 3 11 11.1

SUPPLY

13

B

C

1.11.2

12

12.1

12

12.2

12.11216

16 16

12.2SUPPLY

Ansicht A

Ansicht B

Ansicht C

SUPPLY

G

G 3/8

A

Fig. 5 · Direct attachment – Signal pressure connection for Type 3277 Actuator with 240, 350 and 700 cm²

1 Lever1.1 Nut1.2 Disk spring2 Follower pin3 Follower clamp10 Cover plate11 Cover11.1 Vent plug

12 Connection block12.1 Screw12.2 Stopper or connection for

external piping13 Switch plate14 Gasket15 Formed seal16 Gasket

Lever M

Cut-out ofcover plate (10)

Connection block (old)with switch plate (13)

Stem retracts

Stem extends

Marking

View A

View C

View B

Actuator stemretracts extends

4.2 Attachment according toIEC 60534-6 (NAMUR)


The positioner is attached to the controlvalve with a NAMUR bracket (10).

1. Screw the two bolts (14) to the bracket(9.1) of the stem connector (9), place thefollower plate (3) on top and use thescrews (14.1) to tighten.Actuator size 2800 cm² and 1400 cm²(120 mm travel):– For a travel of 60 mm or smaller,

screw the longer follower plate (3.1)directly to the stem connector (9).

– For a travel exceeding 60 mm,mount the bracket (16) first and thenthe follower plate (3) to the brackettogether with the bolts (14) andscrews (14.1).

2. Mount NAMUR bracket (10) to the con-trol valve as follows:– For attachment to the NAMUR rib,

use an M8 screw (11), washer, andtoothed lock washer directly in theyoke bore.

– For attachment to valves withrod-type yokes, use two U-bolts (15)around the yoke.Align the NAMUR bracket (10) insuch a way that the slot of the fol-lower plate (3) is centrally alignedwith the NAMUR bracket at midvalve travel.

3. Mount connecting plate (6) or pressuregauge bracket (7) with pressure gauges(8) on the positioner, making sure bothseal rings (6.1) are seated properly.

4. Select required lever size (1) M, L or XLand pin position according to the actua-tor size and valve travels listed in the ta-ble on page 19.Should you require a pin position otherthan position 35 with the standard in-stalled lever M, or require a lever size Lor XL, proceed as follows:

5. Screw the follower pin (2) in the as-signed lever bore (pin position) as listedin the table. Only use the longer followerpin (2) included in the mounting kit.

6. Place lever (1) on the positioner shaftand screw tight using the disk spring(1.2) and nut (1.1).

Note: If you have mounted a new lever (1),you must move it once all the way as far asit will go in both directions.

7. Place positioner on the NAMUR bracketin such a manner that the follower pin(2) rests in the slot of the follower plate(3, 3.1). Adjust the lever (1) correspond-ingly.Screw the positioner to the NAMURbracket using both its fixing screws.

24 EB 8384-2 EN


EB 8384-2 EN 25


10

11

1

1 14.1

3

3.1

16

15

14

11.21.12

9.1

9

6.1 6 7 8

Fig. 6 · Attachment according to IEC 60534-6 (NAMUR)

1 Lever1.1 Nut1.2 Disk spring2 Follower pin3 Follower plate3.1 Follower plate6 Connecting plate6.1 Seal rings7 Pressure gauge bracket8 Pressure gauge

mounting kit9 Stem connector9.1 Bracket10 NAMUR bracket11 Screw14 Bolt14.1 Screw15 U-bolt16 Bracket

Lever L or XL

Additional bracket foractuators with 2800 cm2

and travel � 60 mm

Attachment to rod-type yokeRod diameter 20 to 35 mm

Attachment toNAMUR rib

Note: Always use the connecting plate (6) included in the accessories toconnect supply and output. Never screw threaded parts directly into the housing.

4.3 Attachment to Type 3510Micro-flow Valve


The positioner is attached to the valve yokeusing a bracket.

1. Place clamp (3) on the valve stem con-nector, align at a right angle and screwtight.

2. Screw bracket (10) to the valve yoke us-ing two screws (11).

3. Mount connecting plate (6) or pressuregauge bracket (7) with pressure gaugesto the positioner, making sure both sealrings (6.1) are seated properly.

4. Unscrew the standard installed lever M(1) including follower pin (2) from thepositioner shaft.

5. Take lever S (1) and screw follower pin(2) in the bore for pin position 17.

6. Place lever S on the positioner shaft andscrew tight using the disk spring (1.2)and nut (1.1).Move lever once all the way as far as itwill go in both directions.

7. Place positioner on the bracket (10) insuch a manner that the follower pinslides into the groove of the clamp (3).Adjust the lever (1) correspondingly.Screw the positioner to the bracket (10)using both its screws.

26 EB 8384-2 EN


EB 8384-2 EN 27


3

10

11

11

6

121.2 1.1

78

6.1

Fig. 7 · Attachment to Type 3510 Micro-flow Valve

1 Lever1.1 Nut1.2 Disk spring2 Follower pin3 Clamp6 Connecting clamp6.1 Seal rings7 Pressure gauge bracket8 Pressure gauge

mounting kit10 Bracket11 Screw

Note: Always use the connecting plate(6) included in the accessories to connectsupply and output.Never screw threaded parts directly intothe housing.

Lever S

4.4 Attachment to rotaryactuators


The positioner is mounted to the rotary actu-ator using two pairs of double brackets.

Prior to attaching the positioner to theSAMSON Type 3278 Rotary Actuator,mount the associated adapter (5) to the freeend of the rotary actuator shaft.

Note: On attaching the positioner as de-scribed below, it is imperative that the actu-ator's direction of rotation is observed.

1. Place follower clamp (3) on the slottedactuator shaft or the adapter (5).

2. Place coupling wheel (4) with flat sidefacing the actuator on the followerclamp (3). Refer to Fig. 9 to align slot sothat it matches the direction of rotationwhen the valve is in its closed position.

3. Screw coupling wheel and followerclamp tightly onto the actuator shaft us-ing screw (4.1) and disk spring (4.2).

4. Screw the bottom pair of brackets (10.1)with the bends pointing either to the in-side or to the outside (depending on theactuator size) to the actuator case. Posi-tion top pair of brackets (10) and screwtight.

5. Mount connecting plate (6) or pressuregauge bracket (7) with pressure gaugesto the positioner, making sure bothO-rings are seated properly.

For double-acting, springless rotary ac-tuators, a reversing amplifier is requiredto attach the positioner to the actuator,see section 4.5.

6. Unscrew the standard follower pin (2)from the positioner's lever M (1). Use themetal follower pin (Ø5) included in themounting kit and screw tight into thebore for pin position 90°.

7. Place positioner on the top pair ofbrackets (10) and screw tight. Con-sidering the actuator's direction of rota-tion, adjust lever (1) so that it engages inthe slot of the coupling wheel (4) with itsfollower pin (see Fig. 9). It must be guar-anteed that the lever (1) is parallel to thelong side of the positioner when the ac-tuator is at half its angle of rotation.

8. Stick scale plate (4.3) on the couplingwheel so that the arrow tip indicates theclosed position, and it can be easilyread when the valve is installed.

28 EB 8384-2 EN


1.2

1.11

2

4.1

4.2

53

Fig. 8 · Mounting the coupling wheel with Type 3278

Mounting flange

EB 8384-2 EN 29


Fig. 9 · Attachment to rotary actuators

10

10.1

6(7, 8)

1.124.3

5

6.1

4

1.21

130 mm

80 mm

Control valve opens clockwise

Note:Always use the connectingplate (6) included in theaccessories to connectsupply and output.Never screw threadedparts directly into thehousing.

Control valve opens counterclockwise

Slot

Legends Figs. 8 + 91 Lever1.1 Nut1.2 Disk spring2 Follower pin3 Follower clamp (Fig. 8)4 Coupling wheel4.1 Screw4.2 Disk spring4.3 Scale plate4.3 Scale plate5 Actuator shaft

Adapter for Type 32786.1 Seal rings7 Pressure gauge bracket8 Pressure gauge

mounting kit10 Top pair of brackets10.1 Bottom pair of brackets Slot

4.4.1 Heavy-duty version

Refer to Table 4 on page 42 for the requiredmounting parts as well as the accessorieswith their order numbers.

Both mounting kits contain all the necessarymounting parts. First select correct actuatorsize. Prepare actuator, and mount requiredadapter supplied by the actuator manufac-turer, if necessary.

1. Mount the housing (10) onto the rotaryactuator. In case of VDI/VDE attach-ment, place spacers (11) underneath, ifnecessary.

2. For SAMSON Type 3278 and VETECS160 Rotary Actuator, screw the adapter(5) onto the free end of the shaft orplace adapter (5.1) onto the shaft of theVETEC R Actuator.Place adapter (3) onto Type 3278, VETECS160 and VETEC R Actuator. ForVDI/VDE version, this step depends onthe actuator size.

3. Stick adhesive label (4.3) onto the cou-pling wheel in such a manner that theyellow part of the sticker is visible in thewindow of the housing when the valve isOPEN. Adhesive labels with explanatorysymbols are enclosed and can be stuckon the housing, if required.

4. Screw tight coupling wheel (4) onto theslotted actuator shaft or adapter (3) us-ing screw (4.1) and disk spring (4.2).

5. Undo the standard follower pin (2) onthe lever M (1) of the positioner. Attachthe follower pin (Ø 5) included in themounting kit to pin position 90°.

6. If applicable, mount pressure gaugebracket (7) with pressure gauges or, incase G ¼ threaded connections are re-quired, the connecting plate (6), makingsure both seal rings (6.1) are seatedproperly.For double-acting, springless rotary ac-tuators, a reversing amplifier is requiredto attach the positioner to the actuator.Refer to section 4.5.

7. For actuators with a volume of less than300 cm³, fit the screw-in restriction (or-der no.1400-6964) into the signal pres-sure output of the positioner (or the out-put of the pressure gauge bracket orconnecting plate).

8. Place positioner on housing (10) andscrew it tight. Considering the actuator'sdirection of rotation, align lever (1) sothat it engages in the correct slot of thecoupling wheel with its follower pin (Fig.10).

30 EB 8384-2 EN


1

10

4

Fig. 10 · Direction of rotation

Counterclockwise

Clockwise

EB 8384-2 EN 31


66.178

11.11.2

2

4.1

3

10.1

10

11

5

4.344.2

4.1

3

5.1

5

10.1

10

4.344.2

Fig. 11 · Attachment to rotary actuators (heavy-duty version)

SAMSON Type 3278VETEC S160, VETEC R

Attachment acc. to VDE/VDI 3845(Sept .2010), level 1, size AA1 to AA4,refer to section 16.1

1 Lever1.1 Nut1.2 Disk spring2 Follower pin3 Adapter4 Coupling wheel4.1 Screw4.2 Disk spring4.3 Adhesive label5 Actuator shaft

or adapter5.1 Adapter

6 Connecting plate (only for G ¼)6.1 Seal rings7 Pressure gauge bracket8 Pressure gauge mounting kit10 Adapter housing10.1 Screws11 Spacers

Fit screw-in restriction into signal pressure outputfor actuators with < 300 cm³ volume

4.5 Reversing amplifier fordouble-acting actuators

For the use with double-acting actuators, thepositioner must be fitted with a reversingamplifier, e.g. the SAMSON Type 3710 Re-versing Amplifier (see Mounting and Oper-ating Instructions EB 8392 EN).

If a different reversing amplifier (item no.1079-1118 or 1079-1119) is used, followthe mounting instructions described in sec-tion 4.5.1.

4.5.1 Reversing amplifier(1079-1118 or 1079-1119)

The output signal pressure of the positioneris supplied at the output A1 of the reversingamplifier. An opposing pressure, whichequals the required supply pressure whenadded to the pressure at A1, is applied atoutput A2.The rule A1 + A2 = Z applies.

Mounting

1. Mount the connecting plate (6) from theaccessories in Table 5 to the positioner.Make sure that both O-rings (6.1) areseated correctly.

2. Thread the special nuts (1.3) from theaccessories of the reversing amplifierinto the boreholes of the connectingplate.

3. Insert the gasket (1.2) into the recess ofthe reversing amplifier and push boththe hollowed special screws (1.1) intothe connecting boreholes A1 and Z.

4. Place the reversing amplifier onto theconnecting plate (6) and screw tight us-ing both the special screws (1.1).

5. Use a screwdriver (8 mm wide) to screwthe enclosed filters (1.6) into the con-necting boreholes A1 and Z.

NOTICEDo not unscrew the sealing plug (1.5) out ofthe reversing amplifier.The rubber seal (1.4) is not required andcan be removed when the sealing plug isused.

Signal pressure connections

A1: Output A1 leading to the signal pressureconnection at the actuator which opens thevalve when the pressure increases

A2: Output A2 leading to the signal pressureconnection at the actuator which closes thevalve when the pressure increases

� Set slide switch on positioner toAIR TO OPEN.

6. After the initialization is completed, setCode 16 (Pressure limit) to No.

Pressure gauge attachment

The mounting sequence shown in Fig. 12 re-mains unchanged. Screw a pressure gaugebracket onto the connections A1 and Z.

Pressure gauge G ¼ 1400-7106bracket: ¼ NPT 1400-7107

Pressure gauges for supply air Z and outputA1 as listed in Tables 1 to 4.

32 EB 8384-2 EN


EB 8384-2 EN 33


A1

1.5 1.6

1.3

6.266.1

1.2 1.1 1 1.6

Z

A2

1.4

A1 A2

Z

A1

Output 38 Supply 9O

utpu

t 38

Supp

ly 9

1.3 1.21.1

Fig. 12 · Mounting a reversing amplifier (1079-1118 or 1079-1119)

From the positioner

Control signals tothe actuator

6 Connecting plate6.1 O-rings6.2 Screws

1 Reversing amplifier1.1 Special screws1.2 Gasket1.3 Special nuts1.4 Rubber seal1.5 Sealing plug1.6 Filter

4.6 Attaching an externalposition sensor

Refer to Table 6 on p. 43 for the mountingparts as well as the accessories required.

In the positioner version with an external po-sition sensor, the sensor placed in a sepa-rate housing is attached over a plate orbracket to the control valve. The travelpick-off corresponds to that of a standarddevice.The positioner unit can be mounted as re-quired to a wall or a pipe.

For the pneumatic connection either a con-necting plate (6) or a pressure gaugebracket (7) must be fixed to the housing, de-pending on the accessory chosen. Makesure the seal rings (6.1) are correctly in-serted (see Fig. 6, bottom right).

For the electrical connection a 10 meterconnecting lead with M12x1 connectors isincluded in the scope of delivery.

Note:– In addition, the instructions in sections

5.1 and 5.2 apply for the pneumatic andelectrical connection.

Operation and settings are described insections 7 and 8.

– Since 2009, the back of the position sen-sor (20) is fitted with two pins acting asmechanical stops for the lever (1). If thisposition sensor is mounted using oldmounting parts, two corresponding Ø8 mm holes must be drilled into themounting plate/bracket (21). A templateis available for this purpose. Refer to Ta-ble 6 on page 43.

4.6.1 Mounting the positionsensor with directattachment

Type 3277-5 Actuator with 120 cm²

The signal pressure from the positioner isrouted over the signal pressure connectionof the connecting plate (9, Fig. 14 left) to theactuator diaphragm chamber. To proceed,first screw the connecting plate (9) includedin the accessories onto the actuator yoke.

� Turn the connecting plate (9) so that thecorrect symbol for the fail-safe position"Actuator stem extends" or "Actuatorstem retracts" is aligned with the marking(Fig. 14, below).

� Make sure that the gasket for the con-necting plate (9) is correctly inserted.

� The connecting plate has boreholes withNPT and G threads.Seal the threaded connection that is notused with the rubber seal and squareplug.

Type 3277 Actuator with 240 to 700 cm²:

The signal pressure is routed to the connec-tion at the side of the actuator yoke for the

34 EB 8384-2 EN


Fig. 13 · Positioner unit with sensor mounted on amicro-flow valve

version "Actuator stem extends".For the fail-safe position "Actuator stem re-tracts" the connection on the top diaphragmcase is used. The connection at the side ofthe yoke must be fitted with a venting plug(accessories).

Mounting the position sensor

1. Place the lever (1) on the sensor inmid-position and hold it in place.Unthread the nut (1.1) and remove thelever together with the disk spring (1.2)from the sensor shaft.

2. Screw the position sensor (20) onto themounting plate (21).

3. Depending on the actuator size andrated valve travel, determine the re-quired lever and position of the follower

pin (2) from the travel table on page 19.The positioner is delivered with lever Min pin position 35 on the sensor. If nec-essary, remove the follower pin (2) fromits pin position and move it to the bore-hole for the recommended pin positionand screw tight.

4. Place the lever (1) and disk spring (1.2)on the sensor shaft.Place the lever (1) in mid-position andhold it in place. Screw on the nut (1.1).

5. Place the follower clamp (3) on the actu-ator stem, align and fasten it, makingsure that the fastening screw rests in thegroove of the actuator stem.

6. Place the mounting plate (21) togetherwith the sensor onto the actuator yoke sothat the follower pin (2) rests on the top

EB 8384-2 EN 35


2021

9

11

1.11.2

3

2

1

Fig. 14 · Mounting for Type 3277-5 Actuator (left) and Type 3277 Actuator (right)

Signal pressure

Vent plug

Actuator stemextends retractsSymbol

Marking

Signal pressure

1 Lever1.1 Nut1.2 Disk spring2 Follower pin3 Follower clamp9 Connecting plate11 Cover20 Position sensor21 Mounting plate

of the follower clamp (3). It must rest onit with spring force.Screw tight the mounting plate (21) ontothe actuator yoke using both fixingscrews.


4.6.2 Mounting the positionsensor with attachmentaccording to IEC 60534-6

For the required mounting parts and the ac-cessories, refer to Table 6 on page 43.

1. Place the lever (1) on the sensor inmid-position and hold it in place.

Unthread the nut (1.1) and remove thelever together with the disk spring (1.2)from the sensor shaft.

2. Screw the position sensor (20) onto thebracket (21).

The standard attached lever M with the fol-lower pin (2) at position 35 is designed for120, 240 and 350 cm² actuators with15 mm rated travel.

For other actuator sizes or travels, select thelever and pin position from the travel tableon page 19. Lever L and XL are included inthe mounting kit.


4. Screw both bolts (14) to the bracket(9.1) of the stem connector (9). Attach

36 EB 8384-2 EN


20 21

2

1.1, 1.2 14.1 3 14 99.1

Fig. 15 · Mounting according to IEC 60534-6 (NAMUR)

1 Lever1.1 Nut1.2 Disk spring2 Follower pin3 Follower plate9 Stem connector9.1 Bracket14 Bolt14.1 Screws20 Position sensor21 Bracket

the follower plate (3) and fix with thescrews (14.1).

5. Place the bracket with the sensor at theNAMUR rib in such a manner that thefollower pin (2) rests in the slot of the fol-lower plate (3), then screw the bracketusing its fixing screws onto the valve.

4.6.3 Mounting the positionsensor to Type 3510Micro-flow Valve


1. Place the lever (1) in mid-position andhold it in place. Unscrew the nut (1.1)and remove the standard attached leverM (1) together with the disk spring (1.2)from the sensor shaft.

2. Screw the position sensor (20) onto thebracket (21).

3. Select the lever S (1) from the accesso-ries and screw the follower pin (2) intothe hole for pin position 17.Place the lever (1) and disk spring (1.2)on the sensor shaft.Place the lever (1) in mid-position andhold it in place. Screw on the nut (1.1).

4. Place the follower clamp (3) on the stemconnector, align it at a right angle andscrew tight.

5. Position the bracket (21) with the positi-on sensor on the valve yoke and screwtight, making sure the follower pin (2)slides into the groove of the followerclamp (3).

EB 8384-2 EN 37


20 211.11.2

1

3

2

Fig. 16 · Mounting on a micro-flow valve

1 Lever1.1 Nut1.2 Disk spring2 Follower pin3 Follower clamp20 Position sensor21 Bracket

4.6.4 Mounting the positionsensor to rotary actuators


1. Place the lever (1) in mid-position andhold it in place. Unscrew the nut (1.1)and remove the standard attached leverM (1) together with the disk spring (1.2)from the sensor shaft.

2. Screw the position sensor (20) onto themounting plate (21).

3. Replace the follower pin (2) normally at-tached to the lever (1) with the metal fol-lower pin (Ø 5) from the accessoriesand screw it into the hole for pin position90°.


Follow the instructions describing attachmentto the standard positioner in section 4.4Instead of the positioner, attach the positionsensor (20) with its mounting plate (21).

38 EB 8384-2 EN


2021

2 1 1.1, 1.2

Fig. 17 · Positioner unit with sensor mounted on rotary actuators

1 Lever1.1 Nut1.2 Disk spring2 Follower pin20 Position sensor21 Mounting plate

4.7 Attaching positioners withstainless steel housings

Positioners with stainless steel housings re-quire mounting parts that are completelymade of stainless steel or free of aluminum.

Note: The pneumatic connecting plate and apressure gauge bracket made of stainlesssteel are available (order numbers listed be-low). The Type 3710 Pneumatic ReversingAmplifier is also available in stainless steel.

Connecting plate(stainless steel):

G ¼¼ NPT

1400-74761400-7477

Pressure gaugebracket (st. steel):

Only in¼ NPT 1400-7108

The Tables 1 to 5 (pages 40 to 42) apply forattaching positioners with stainless steelhousings with the following restrictions:

Direct attachmentAll mounting kits from Tables 1 and 2 canbe used. The connection block is not re-quired. The stainless steel version of thepneumatic connecting plate routes the air in-ternally to the actuator.

Attachment according to IEC 60534-6(NAMUR rib or attachment to rod-typeyokes)All mounting kits from Table 3 can be used.Connecting plate in stainless steel.

Attachment to rotary actuatorsAll mounting kits from Table 4 can be usedexcept for the heavy-duty version. Con-necting plate in stainless steel.

4.8 Air purging function forsingle-acting actuators

The exhaust air from the positioner is di-verted to the actuator spring chamber toprovide corrosion protection inside the actu-ator. The following must be observed:

Direct attachment to Type 3277-5 (stem ex-tends FA/stem retracts FE)The air purging function is automaticallyprovided.

Direct attachment to Type 3277, 240 to700 cm2

FA: Remove the stopper 12.2 (Fig. 5 onpage 23) at the connection block andmake a pneumatic connection to thespring chamber on the vented side.

NOTICEThe method described does not apply toold connection blocks in pow-der-paint-coated aluminum. In this case,follow the instructions for attachmentdescribed below in “Attachment acc. toIEC 60534-6 (NAMUR rib or attach-ment to rod-type yokes) and to rotaryactuators”.

FE: The air purging function is automati-cally provided.

Attachment acc. to IEC 60534-6 (NAMURrib or attachment to rod-type yokes) and torotary actuatorsThe positioner requires an additional portfor the exhaust air that can be connected

EB 8384-2 EN 39


over piping. An adapter available as an ac-cessory is used for this purpose:

Threaded bushing(M20 x 1.5):

G ¼¼ NPT

0310-26190310-2550

NOTICEThe adapter uses one of the M20 x 1.5 con-nections in the housing which means justone cable gland can be installed.

4.9 Mounting parts andaccessories

Should other valve accessories be usedwhich vent the actuator (e.g. solenoid valve,volume booster, quick exhaust valve), thisexhaust air must also be included in thepurging function. The connection over theadapter at the positioner must be protectedwith a check valve, e.g. check valve G ¼(order no. 8502-0597) mounted in the pip-ing. Otherwise the pressure in the positionerhousing would rise above the ambient pres-sure and damage the positioner when theexhausting components respond suddenly.

40 EB 8384-2 EN


Table 1 · Direct attachment to Type 3277-5 Actuator (Fig. 4) Order no.

Mounting parts Mounting parts for actuators 120 cm² or smaller 1400-7452

Accessoriesfor theactuator

Switchover plate old for Actuator Type 3277-5xxxxxx.00 (old) 1400-6819

Switchover plate new for Actuator Type 3277-5xxxxxx.01 (new) 1) 1400-6822

Connecting plate new for Actuator Type 3277-5xxxxxx.01 (new) 1), G ¼ and ¼ NPT 1400-6823

Connecting plate old for Actuator Type 3277-5xxxxxx.00 (old): G ¼ 1400-6820

Connecting plate old for Actuator Type 3277-5xxxxxx.00 (old): ¼ NPT 1400-6821

Accessoriesfor thepositioner

Connecting plate (6)G 1

4 1400-74611

4 NPT 1400-7462

Pressure gauge bracket (7)G 1

4 1400-74581

4 NPT 1400-7459

Pressure gauge mounting kit (8) up to max. 6 bar (output/supply)St. steel/brass 1400-6950

St. steel/St. st. 1400-69511) Only new switchover and connecting plates can be used with new actuators (Index 01).

Old and new plates are not interchangeable.

EB 8384-2 EN 41


Table 2 · Direct attachment to Type 3277 (Fig. 5) Order no.

Mounting parts For actuators with 240, 350, 355 and 700 cm² 1400-7453

Accessories

Required piping with screw fitting– for "Actuator stem retracts"– with air purging of the top diaphragm chamber

240 cm²Steel 1400-6444

Stainless steel 1400-6445

350 cm²Steel 1400-6446


355 cm²/700 cm²

Steel 1400-6448


Connection block with seals and screwG ¼ 1400-8819

¼ NPT 1400-8820

Pressure gauge mounting kit (8) up to max. 6 bar (output/supply)St. st./Brass 1400-6950

St. st./St. st. 1400-6951

Table 3 · Attachment to NAMUR ribs or control valves with rod-type yokes(20 to 35 mm rod diameter) according to IEC 60534-6 (Figs. 6 and 7) Order no.

Travel in mm Lever For actuators

7.5 S Type 3271-5 Actuator with 60/120 cm² on Type 3510 Valve (Fig. 7) 1400-7457

5 to 50 M 1) Actuators from other manufacturers and Type 3271with 120 to 700 cm² 1400-7454

14 to 100 L Actuators from other manufacturers and Type 3271, 1000 and1400-60 versions

1400-7455

40 to 200 XL Actuators from other manufacturers and Type 3271, versions 1400-120 and2800 cm² with 120 mm travel 1400-7456

30 or 60 L

Type 3271, versions 1400-120 and 2800 cm² (30 or 60 mm travel) 1400-7466

Mounting bracket for Emerson and Masoneilan linear actuators; a mountingkit acc. to IEC 60534-6 is necessary depending on the travel (see above) 1400-6771

Valtek Type 25/50 1400-9554

Accessories

Connecting plate (6)G ¼ 1400-7461

¼ NPT 1400-7462

Pressure gauge bracket (7)G ¼ 1400-7458

¼ NPT 1400-7459

Pressure gauge mounting kit (8) up to max. 6 bar (output/supply)St. st./Brass 1400-6950

St. steel/St. st. 1400-69511) Lever M is mounted on the standard positioner (included in the scope of delivery)

42 EB 8384-2 EN


Table 4 · Attachment to rotary actuators (Figs. 8 and 9) Order no.

Mounting parts

Attachment acc. to VDI/VDE 3845 (September 2010), refer to section 16.1 fordetails

Actuator surface corresponds to level 1Size AA1 to AA4, version with CrNiMo steel bracketSize AA1 to AA4, heavy-duty versionHeavy-duty version (e.g. Air Torque 10 000)

1400-74481400-92441400-9542

Bracket surface corresponds to level 2, heavy-duty version 1400-9526

Attachment for SAMSON Type 3278 with 160/320 cm², CrNiMo steel bracket 1400-7614

Attachment for SAMSON Type 3278 with 160 cm² and for VETEC Type S160,Type R and Type M, heavy-duty version 1400-9245

Attachment for SAMSON Type 3278 with 320 cm² and for VETEC Type S320,heavy-duty version

1400-5891and

1400-9526

Attachment to Camflex II 1400-9120

Accessories


4 1400-74611

4 NPT 1400-7462


4 1400-74581

4 NPT 1400-7459

Pressure gauge mounting kit up to max. 6 bar (output/supply)St. steel/brass 1400-6950

St. steel/st. steel 1400-6951

Table 5 · General accessories Order no.

Accessories

Pneumatic reversing amplifier for double-acting actuators Type 3710

Cable gland M20 x 1.5, nickel-plated brass 1890-4875

Adapter M 20 x 1.5 to ½ NPT, aluminum 0310-2149

Retrofit kit for inductive limit switch 1x SJ 2-SN 1400-7460

Cover plate with list of parametersand operating instructions

German/English (standard) 1990-0761

English/Spanish 1990-3100

English/French 1990-3142

TROVIS-VIEW with device module 3730-2 (order ref. 6661-1051) 1043729

Serial interface adapter (SAMSON SSP interface - RS-232 port on computer)including TROVIS-VIEW CD-ROM 1400-7700

Isolated USB interface adapter (SAMSON SSP interface - USB port on computer) 1400-9740

EB 8384-2 EN 43


Table 6 · Attachment of external position sensor Order no.

Template for mounting the position sensor on older mounting parts. See note on page 34. 1060-0784

Direct attachment

Mounting parts for actuators with 120 cm² see Fig. 14 left 1400-7472

Connecting plate (9, old) for ActuatorType 3277-5xxxxxx.00

G 18 1400-6820

18 NPT 1400-6821

Connecting plate (new) for Actuator Type 3277-5xxxxxx.01 (new) 1) 1400-6823

Mounting parts for actuators with 240, 350, 355 and 700 cm², see Fig. 14right

1400-7471

NAMUR attachmt. Mounting parts for attachment to NAMUR rib w. lever L and XL, see Fig. 15 1400-7468

Micro-flow valve Mounting parts for Type 3510 Micro-flow Valve, see Fig. 16 1400-7469

Attachment torotary actuators

VDI/VDE 3845 (September 2010), refer to section 16.1 for details

Actuator surface area corresponds to level 1Size AA1 to AA4 with follower clamp and coupling wheel, versionwith CrNiMo steel bracket, see Fig. 17Size AA1 to AA4, heavy-duty versionSize AA5, heavy-duty version (e.g. Air Torque 10 000)

1400-74731400-93841400-9992

Bracket surface area corresponds to level 2, heavy-duty version 1400-9974

SAMSON Type 3278 with 160 cm² (also for VETEC Type S160 and Type R),heavy-duty version 1400-9385

SAMSON Type 3278 with 320 cm² and for VETEC Type S320, heavy-dutyversion

1400-5891and

1400-9974

Accessories forpositioner


4 1400-74611

4 NPT 1400-7462


4 1400-74581

4 NPT 1400-7459

Pressure gauge mounting kit up to max. 6 bar(output/supply)

St. steel/brass 1400-6950

St. steel/st. steel 1400-6951

Bracket to mount the positioner on a wallNote: The other fastening parts are to be provided at the site of installation aswall foundations vary from site to site.

0309-0111

1) Only new switchover and connecting plates can be used with new actuators (Index 01).Old and new plates are not interchangeable.

5 Connections

WARNING!Mount the positioner, keeping the followingsequence:1. Remove the protective film from the

pneumatic connections2. Mount the positioner on the control valve3. Connect the supply air4. Connect the electrical power5. Perform the start-up settings

The connection of the electrical auxiliarypower may cause the actuator stem to move,depending on the operating mode.Do not touch the actuator stem or obstruct itto avoid risk of injury to hands or fingers.

5.1 Pneumatic connections

NOTICEFollow the instructions below to avoid dam-aging the positioner.– The threaded connections in the

positioner housing are not designed di-rect air connection!

– The screw glands must be screwed intothe connecting plate, the pressure gaugemounting block or the connection blockfrom the accessories.The air connections are optionally de-signed as a bore with ¼ NPT or G ¼thread.The customary fittings for metal and cop-per pipes or plastic hoses can be used.

– The supply air must be dry and free fromoil and dust.The maintenance instructions for up-stream pressure reducing stations must

be observed.Blow through all air pipes and hosesthoroughly prior to connecting them.

If the positioner is attached directly to theType 3277 Actuator, the connection of thepositioner's output pressure to the actuator isfixed. For attachment according toIEC 60534-6 (NAMUR), the signal pressurecan be routed to either the top or bottom di-aphragm chamber of the actuator, depend-ing on the actuator's fail-safe action "Actua-tor stem extends" or "Actuator stem re-tracts".For rotary actuators, the manufacturer'sspecifications for connection apply.

5.1.1 Signal pressure gauges

To monitor the supply air (Supply) and sig-nal pressure (Output), we recommend thatpressure gauges be attached (see accesso-ries in Tables 1 to 5).

5.1.2 Supply pressure

The required supply air pressure depends onthe bench range and the actuator's operat-ing direction (fail-safe action).The bench range is registered on the name-plate either as spring range or signal pres-sure range depending on the actuator. Thedirection of action is marked FA or FE, or bya symbol.

Actuator stem extends FA (Air to open)

Fail-safe position "Valve Closed"(for globe and angle valves):

Required supply pressure = Upper benchrange value + 0.2 bar, minimum 1.4 bar.

44 EB 8384-2 EN

Connections

Actuator stem retracts FE (Air to close)

Fail-safe position "Valve Open"(for globe and angle valves):For tight-closing valves, the maximum signalpressure pstmax is roughly estimated as fol-lows:

pstmax = F + d pA

2

4� �

�

� � [bar]

d = Seat diameter [cm]�p = Differential pressure across the valve

[bar]A = Actuator diaphragm area [cm²]

If there are no specifications, calculate asfollows:

Required supply pressure =Upper bench range value + 1 bar.

5.1.3 Signal pressure (output)

The signal pressure at the output (Out-put 38) of the positioner can be limited to1.4, 2.4 or 3.7 bar in Code 16.

The limitation is not activated [No] by de-fault.

5.2 Electrical connections

DANGER!Risk of electric shock and/orthe formation of an explosiveatmosphere!

– For electrical installation, observe the rel-evant electrotechnical regulations andthe accident prevention regulations thatapply in the country of use.

– The following regulations apply tomounting and installation in hazardousareas: EN 60079-14: 2008 Explosiveatmospheres – Part 14: Electrical instal-lations design, selection and erection (orVDE 0165 Part 1).

NOTICE– Adhere to the terminal assignment!

Switching the assignment of the electricalterminals may cause the explosion pro-tection to become ineffective!

– Do not loosen enameled screws in or onthe housing.

– The maximum permissible values speci-fied in the national EC type examinationcertificates apply when interconnectingintrinsically safe electrical equipment (Uior Uo; Ii or Io; Pi or Po; Ci or Co, and Li orLo).

Selecting cables and wires:

Observe Clause 12 of EN 60079-14: 2008when installing intrinsically safe circuits. TheSubclause 12.2.2.7 applies when runningmulti-core cables containing more than oneintrinsically safe circuit.

EB 8384-2 EN 45

Connections

In particular, the radial thickness of the con-ductor insulation for common insulation ma-terials, such as polyethylene, must have aminimum radial thickness of 0.2 mm.

The diameter of an individual wire in afine-stranded conductor must not be smallerthan 0.1 mm. Protect the conductor endsagainst splicing, e.g. by using wire-end fer-rules.

When two separate cables are used for con-nection, an additional cable gland can beinstalled.Seal cable entries left unused with plugs.

Devices used at ambient temperatures be-low –20 °C must be fitted with metal cableglands.

Equipment for use in zone 2/zone 22

In equipment operated with type of protec-tion Ex nA II (non-sparking equipment) ac-cording to EN 60097-15: 2003, circuitsmay be connected, interrupted or switchedwhile energized only during installation,maintenance or repair.

Equipment connected to energy-limited cir-cuits with type of protection Ex nL (en-ergy-limited equipment) according toEN 60097-15: 2003 may be switched un-der normal operating conditions.

The maximum permissible values specifiedin the Statement of Conformity or its ad-denda apply when interconnecting theequipment with energy-limited circuits intype of protection Ex nL IIC.

Cable entries

The cable entry with M20 x 1.5 cable gland,6 to 12 mm clamping range.There is a second M20 x 1.5 threaded borein the housing that can be used for addi-tional connection, when required.The screw terminals are designed for wirecross-sections of 0.2 to 2.5 mm². Tighten byat least 0.5 Nm.

The wires for the reference variable must beconnected to the terminals 11 and 12 lo-cated in the housing. Only use a currentsource!

If the reference variable exceeds 22 mA,OVERLOAD appears on the LC display towarn the user.

NOTICEThe wrong connection of a voltage source ofjust around 7 V (or around 2 V whenconnected to the wrong pole) by mistake candamage the positioner.

In general, it is not necessary to connect thepositioner to a bonding conductor. Shouldthis be required, however, this conductorcan be connected inside the device.Depending on the version, the positioner isequipped with inductive limit switchesand/or a solenoid valve.

The position transmitter is operated on atwo-wire circuit. The usual supply voltage is24 V DC. Considering the resistance of thesupply leads, the voltage at the positiontransmitter terminals can be between 12 Vand 30 V DC.Refer to Fig. 18 or the label on the terminalstrip for terminal assignment.

46 EB 8384-2 EN

Connections

NOTICEThe minimum permissible reference variableshould not fall below 3.8 mA for operatingthe positioner.

AccessoriesPlastic cable gland M20 x 1.5:– Black Order no. 8808-1011– Blue Order no. 8808-1012– Ni-plated brass Order no. 1890-4875– Stainless steel 1.4305

Order no. 8808-0160

Adapter M20 x 1.5 to ½ NPT:– Aluminum, powder-coated

Order no. 0310-2149– Stainless steel Order no. 1400-7114

5.2.1 Switching amplifiers

For operation of the limit switches, switchingamplifiers must be connected in the outputcircuit. To ensure the operating reliability ofthe positioner, the amplifiers should complywith the limit values of the output circuitsconforming to EN 60947-5-6.If the positioner is to be installed in hazar-dous areas, the relevant regulations must beobserved.

For applications in safe areas (non-hazar-dous areas), limit switches can be directlyinterconnected to the binary input of the PLCin accordance with IEC 61131. This appliesto the standard operating range for digitalinputs according to Clause 5.2.1.2 ofIEC 61131-2 with the rated voltage of24 V DC.

EB 8384-2 EN 47

Connections

G

+81 -82 +11 -12 +83 -84 +51 -52

A2A3 A1

+41 -42 +31 -32

A

+31 -32

Fig. 18 · Electric connections

24 V DCsolenoid valve

(optional)mA

control signal A3Fault

indication

Limit switchesA2 A1

Software Softwareor optionally

inductive

Optional Optional Optional

Binary input

Notex

Binary input of PLC acc. to IEC 61131-2,(Pmax = 400 mW) or switchingamplifier acc. to EN 60947-5-6

Ex Switching amplifier EN 60947-5-6Two-wiretransmittersupply unit

for optionalposition

transmitter

6 Operator controls andreadings

Rotary pushbuttonThe rotary pushbutton is located underneaththe front protective cover.The positioner is operated on site using therotary pushbutton:

Turn to select codes and values.Press to confirm setting.

Slide switch AIR TO OPEN or AIR TO CLOSE� AIR TO OPEN applies when the increas-

ing signal pressure opens the valve� AIR TO CLOSE applies when the increas-

ing signal pressure closes the valve

The signal pressure is the air pressure at theoutput of the positioner which is transferredto the actuator.For positioners with an attached reversingamplifier for double-acting rotary actuators(section 4.5): switch position AIR TO OPEN.

Volume restriction Q

The volume restriction is used to adapt theair delivery to the actuator size. Two fixedsettings are possible depending on how theair is routed at the actuator:

� For actuators smaller than 240 cm² witha loading pressure connection at the side(Type 3271-5) MIN SIDE.

� For a connection at the back (Type3277-5), MIN BACK.

� For actuators 240 cm² and larger,

MAX SIDE for a side connection and toMAX BACK for a connection at the back.

Readings on display

Icons appear on the display that are as-signed to parameters, codes and functions.

Operating modes:Manual mode (MAN), section 8.2.1Automatic mode (AUTO), section 8.2.1

S Fail-safe position (SAFE), section 8.2.2

� Bar elements:In manual and automatic modes,the bars indicate the system deviationthat depends on the sign (+/–) and thevalue. One bar element appears per 1 %system deviation.If the device has not yet been initialized,the icon blinks on the display and thelever position in degrees in relation tothe longitudinal axis is indicated. Onebar element corresponds to approxi-mately a 5° angle of rotation.If the fifth bar element blinks (reading> 30°), the permissible angle of rotationhas been exceeded. Lever and pin posi-tion must be checked.

� Status messages: Maintenance alarm: Maintenance required/Maintenance

demandedThese icons indicate that an error has oc-curred.A classified status can be assigned toeach error. Classifications include “Nomessage”, “Maintenance required”,“Maintenance demanded” and “Mainte-nance alarm“ (see section 15.6).

� Configuration enabledThis indicates that the codes marked withan asterisk (*) in the code list (section 14)are enabled for configuration (see sec-tion 8.1).

48 EB 8384-2 EN

Operator controls and readings

EB 8384-2 EN 49

Operator controls and readings

%mm

AIR TOO

PEN

CLO

SE

INIT

CA

UTIO

NVA

LVEA

CTU

ATES

MIN

SIDE

MA

X BAC

K

MIN

BAC

KM

AX SID

E Q

%S

mm

%S

mm

SERIAL

INTERFA

CE

%mm

Fig. 19 · Display and operator controls

Displays and their meaning

AUtO Automatic modeCL ClockwiseCCL CounterclockwiseErr ErrorESC EscapeHI ix � 21.6 mALO ix � 2.4 mALOW w too smallMAN Manual rangeMAX Maximum range

No Not available/Not active

NOM Nominal travelOVERLOAD w > 22 mARES ResetRUN StartSAFE Fail-safe positionSUb Substitute calibrationtEStinG Test function activeTunE Initialization in

progress

YES Available/ActiveZP Zero calibration

�� Increasing/increasing�� Increasing/decreasing

blinking Emergency mode(see error code 62)

blinking Not initialized

S blinking Valve in mechanicalfail-safe position

Maintenance alarm/fault Manual mode Closed-loop operation Code

Maintenance required /demandedBlinking icon: Outside specification

Initialization key Cap or rotary switch Metal tag of proximity switch

SSP interface

Switch forAIR TO OPENAIR TO CLOSE

Volume restriction

Rotary pushbutton

Configurationenabled

Fail-safe positionactive

DesignationPosition

Parameter

Limit switchAlarm 1

Bar graph forsystem deviationor lever position

Units

Limit switchAlarm 2

6.1 Serial interface

The positioner must be supplied with at least4 mA.The positioner can be connected directly tothe PC via the local serial interface and theserial interface adapter.

Use the TROVIS-VIEW software with 3730-2device module installed. Refer to section 15for more details.

7 Start-up – Settings

WARNING!Mount the positioner, keeping the followingsequence:1. Remove the protective film from the

pneumatic connections2. Mount the positioner on the control valve3. Connect the supply air4. Connect the electrical power5. Perform the start-up settings

Reading on display after connecting theelectrical auxiliary power:

� tEStinG runs across the display and thenthe fault alarm icon appears andblinks on the display when the positionerhas not yet been initialized. The readingindicates the lever position in degrees inrelation to the longitudinal axis.

Reading when thepositioner has not yet beeninitialized

� If Code 0 appears on the display when apositioner has been initialized. Thepositioner is in the last active operatingmode.

WARNING!The actuator stem moves while the start-upsettings are being performed.Do not touch the actuator stem or obstruct itto avoid risk of injury to hands or fingers.

50 EB 8384-2 EN

Start-up – Settings

NOTICEPerform the start-up settings in the same se-quence as listed (section 7.1 to section 7.6).

Note: The positioner performs a test in thestart-up phase while following its automa-tion task at the same time. During thestart-up phase, operation on site is unre-stricted, yet write access is limited.

7.1 Defining the valve closedposition

To adapt the positioner to the operating di-rection of the actuator, set slide switch to AIRTO OPEN or AIR TO CLOSE .

� AIR TO OPEN = Signal pressure opensthe valve, for fail-safe position: actuatorstem extends/fail close

� AIR TO CLOSE = Signal pressure closesthe valve, for fail-safe position: actuatorstem retracts/fail open.

NOTICEThe AIR TO OPEN (AtO) setting always ap-plies to double-acting actuators.

For checking purposes:After successfully completing initialization,the positioner display should read 0 % whenthe valve is closed and 100 % when thevalve is open. If this is not the case, changethe slide switch position and re-initialize thepositioner.

Note: The switch position is prompted priorto an initialization. After an initialization hasbeen completed, changing the switch posi-tion does not have any effect on the opera-tion of the positioner.

7.2 Setting the volume restrictionQ

The volume restriction Q is used to adapt theair delivery to the size of the actuator:

� Actuators with a transit time < 1 s, e.g.linear actuators with an effective areasmaller than 240 cm², require a re-stricted air flow rate (MIN).

� Actuators with a transit time � 1 s do notrequire the air flow rate to be restricted(MAX).

The position of volume restriction Q also de-pends on how the signal pressure is routedat the actuator in SAMSON actuators:

� The “SIDE“ position applies for actuatorswith a loading pressure connection at theside, e.g. Type 3271-5.

� The “BACK“ position applies for actua-tors with a loading pressure connectionat the back, e.g. in Type 3277-5.

EB 8384-2 EN 51


MAX BACKMIN SIDE

MIN BACKMAX SIDE

Q

Fig. 20 · Volume restriction QMAX BACK/MIN SIDE setting

� The “SIDE”restriction position always ap-plies for actuators from other manufac-turers.

Overview · Position of volume restriction Q*

Signalpressure

Transittime < 1 s � 1 s

Connection at the side MIN SIDE MAX SIDE

Connection at the back MIN BACK MAX BACK

* Intermediate positions are not permitted.

NOTICEThe positioner needs to be initialized againafter the position of the restriction has beenchanged.

7.3 Adapting the display

The data representation on the positionerdisplay can be turned by 180° to adapt it tohow the positioner is mounted.

Reading direction for rightattachment of pneumaticconnections

Reading direction for leftattachment of pneumaticconnections

If the displayed data appear upside down,proceed as follows:

Turn Code 2

Press Code 2 blinks.

Turn Required direction

Press to confirm reading direction.

7.4 Limiting the signal pressure

If the maximum actuator force may causedamage to the valve, the signal pressuremust be limited.

Enable configuration at the positioner beforeactivating the pressure limit function:

Note: If no settings are entered within120 seconds, the enabled configurationfunction becomes invalid.

Configuration enabledDefault: No

Turn Code 3, display: No


Turn YES

Press display

Limiting the signal pressure:

Pressure limitDefault: No

Turn Code 16


Turn until the required pressure limit(1.4/2.4/3.7 bar) appears.

52 EB 8384-2 EN


%

Press to confirm the pressure limit set-ting.

7.5 Checking the operatingrange of the positioner

To check the mechanical attachment and theproper functioning, the valve should bemoved through the operating range of thepositioner in the manual operating modewith the manual reference variable.

Selecting manual operating mode:

Operating modeDefault MAN

Turn Code 0


Turn MAN

Press . The positioner changes to themanual operating mode.

Checking the operating range:

Manual reference variablew (current angle of rotationis indicated)

Turn Code 1

Press Code 1 and blink.

Turn until the pressure in the positionerbuilds up, and the control valve moves to itsfinal positions so that the travel/angle of ro-tation can be checked.

The angle of rotation on the back of thepositioner is indicated. A horizontal lever(mid position) is equal to 0°.

To ensure the positioner is working prop-erly, the outer bar elements may not blinkwhile the valve is moving through the oper-ating range.Exit Code 1 by pressing the rotarypushbutton ( ).

The permissible range has been exceededwhen the displayed angle is greater than30°, and the outer right or left bar elementblinks.The positioner changes to the fail-safe posi-tion (SAFE).After canceling the fail-safe position (SAFE)(see section 8.2.2) it is absolutely necessaryto check the lever and pin position as de-scribed in section 4.

WARNING!To avoid personal injury or property dam-age caused by the supply air or electricalauxiliary power, disconnect the supply airand electrical auxiliary power before ex-changing the lever or changing the pin posi-tion.

EB 8384-2 EN 53


7.6 Initialization

WARNING!During initialization, the control valve movesthrough its entire travel/rotation range.Therefore, do not start the initialization pro-cedure while a process is running, but onlyduring start-up when all shut-off valves areclosed.

Before starting initialization, check the maxi-mum permissible signal pressure of the con-trol valve. During initialization, thepositioner issues an output signal pressureup to the maximum supply pressure sup-plied. If necessary, limit the signal pressureby connecting an upstream pressure reduc-ing valve.

NOTICEAfter the positioner has been mounted on toanother actuator or its mounting locationhas been changed and prior tore-initializing the positioner, the positionerneeds to be reset to its basic setting (defaultvalues). Refer to section 7.9.

During initialization the positioner adapts it-self optimally to the friction conditions andthe signal pressure demand of the controlvalve. The type and extent of self-adaptationdepends on the set initialization mode:

� MAX maximum range (standard range)Initialization mode for simple start-up ofvalves with two clearly defined mechani-cal end positions, e.g. three-way valves(see section 7.6.1)

� NOM nominal rangeInitialization mode for all globe valves(see section 7.6.2)

� MAN manually selected rangeInitialization mode for globe valves withan unknown nominal range (see section7.6.3)

� SUB substitute calibration (emergencymode)This mode allows a positioner to be re-placed while the plant is running, withthe least amount of disruption to theplant (see section 7.6.4)

Note: For normal operation, simply start ini-tialization by pressing the INIT key aftermounting the positioner on the valve, defin-ing the valve closed position and setting thevolume restriction. The positioner only needsto work with its default settings. If necessary,perform a reset (see section 7.9).

Alternating displaysInitialization runningIcon depending on initial-ization mode selected

Bar graph displayindicating the progress ofthe initialization

Initialization successful,positioner in automaticoperating mode

54 EB 8384-2 EN


%

The time required for an initialization pro-cess depends on the transit time of the actu-ator and may take several minutes.

After a successful initialization, thepositioner runs in closed-loop operation in-dicated by .

A malfunctioning leads to the process beingcanceled. The initialization error appears onthe display according to how it has beenclassified by the condensed state. See sec-tion 8.3.

Note: The setting Code 48 - h0 = YEScauses the reference graphs (drive signalsteady-state d1 and hysteresis d2) to beplotted automatically after initialization hasbeen completed. tESt d1 or tESt d2 appearon the display in an alternating sequence.An error during the plotting of the referencegraphs is indicated by Code 48 - h1 andCode 81.The positioner still works properly, eventhough the reference graph plotting has notbeen completed successfully.

Valve closed position AIR TO CLOSE

If the slide switch is set to AIR TO CLOSE,the positioner automatically switches to thedirection of action increasing/decreasing(��) on successful completion of initializa-tion.This results in the following assignment be-tween reference variable and valve position:

Valve closedposition

Direction ofaction

ValveClosed at Open at

AIR TO OPEN �� 0 % 100 %

AIR TO CLOSE �� 100 % 0 %

The tight-closing function is activated.

NOTICESet Code 15 (final position w>) to 99 % forthree-way valves.

Canceling an initialization process

The initialization procedure can be canceledwhile running by pressing the rotarypushbutton ( ). StOP appears three sec-onds long and the positioner then changesto the fail-safe position (SAFE).

Exit the fail-safe position again over Code 0(see section 8.2.2).

7.6.1 MAX – Initialization basedon maximum range

The positioner determines travel/angle ofrotation of the closing member from theCLOSED position to the opposite side andadopts this travel/angle of rotation as theoperating range from 0 to 100 %.

Enable configuration:


EB 8384-2 EN 55


Default No


Press Code 3 blinks

Turn YES

Press , display

Select the initialization mode:

Initialization modeDefault MAX

Turn Code 6

Press

Turn MAX

Press to confirm the MAX as the initial-ization mode.

Start initialization:

� Press INIT key to start initialization!

The nominal travel/angle of rotation is indi-cated in % after initialization. Code 5 (nomi-nal range) remains locked. The parametersfor travel/angle range start (Code 8) andtravel/angle range end (Code 9) can alsoonly be displayed and modified in %.

For a reading in mm/°, enter the pin posi-tion (Code 4).

Enter the pin position:

Pin positionDefault No

Turn Code 4

Press , Code 4 blinks

Turn Pin position on lever (see rele-vant section on attachment)

Press . The reading of the nominal rangeappears in mm/°.

7.6.2 NOM – Initialization basedon nominal range

The calibrated sensor allows the effectivevalve travel to be set very accurately. Duringthe initialization process, the positionerchecks whether the control valve can movethrough the indicated nominal range (travelor angle) without collision.If this is the case, the indicated nominalrange is adopted with the limits oftravel/angle range start (Code 8) andtravel/angle range end (Code 9) as the op-erating range.

Note: The maximum possible travel must al-ways be greater than the nominal travel en-tered. If this is not the case, initialization isinterrupted (error alarm Code 52) becausethe nominal travel is not achieved.

56 EB 8384-2 EN


mm



Default No



Turn YES

Press , display

Enter the pin position and nominal range:


Nominal range(locked with Code 4 = No)

Turn Code 4



Press .

Turn Code 5


Turn Nominal travel/angle

Press .



Turn Code 6


Turn NOM

Press to confirm the NOM as the initial-ization mode.



Note: After initialization, check the directionof action and, if necessary, change it(Code 7).

7.6.3 MAN – Initialization basedon a manually selectedrange

Before starting initialization, move the con-trol valve manually to the OPEN position byturning in small steps. The valve mustmove to the required valve position with amonotonically increasing signal pressure.The positioner calculates the differentialtravel/angle using the OPEN and CLOSEDpositions and adopts it as the operatingrange with limits of travel/angle range start

EB 8384-2 EN 57


mm

mm

(Code 8) and travel/angle range end(Code 9).



Default No



Turn YES

Press , display

Enter the pin position:


Turn Code 4



Press . The reading of the nominal rangeappears in mm/°.



Turn Code 6


Turn MAN

Press to confirm the MAN as the initial-ization mode.

Enter OPEN position:

Manual reference variable(the current angle of rota-tion is displayed)

Turn Code 0


Turn MAN

Press .

Turn Code 1


Turn until the valve reaches its OPEN po-sition.

Press to confirm the OPEN position.



58 EB 8384-2 EN


mm

7.6.4 SUb substitute calibration

A complete initialization procedure takesseveral minutes and requires the valve tomove through its entire travel range severaltimes. This initialization mode, however, isan emergency mode, in which the controlparameters are estimated and not deter-mined by an initialization procedure. As aresult, a high level of accuracy cannot beexpected. You should always select a differ-ent initialization mode if the plant allows it.

The SUb initialization mode is used to re-place a positioner while the process is run-ning. For this purpose, the control valve isusually fixed mechanically in a certain posi-tion, or pneumatically by means of a pres-sure signal which is routed to the actuatorexternally. The blocking position ensuresthat the plant continues to operate with thisvalve position.

By entering the blocking position (Code 35),closing direction (Code 34), pin position(Code 4), nominal range (Code 5) and di-rection of action (Code 7), the positionercan calculate the positioner configuration.

NOTICEPerform a reset before re-initializing thepositioner if the substitute positioner has al-ready been initialized. Refer to section 7.9.



Default No



Turn YES

Press , display

Enter the pin position and nominal range:

Default No

Nominal range(locked with Code 4 = No)

Turn Code 4



Press .

Turn Code 5


Turn Nominal travel/angle

Press .

EB 8384-2 EN 59


mm

mm



Turn Code 6


Turn SUb

Press to confirm the SUb as the initializa-tion mode.

Enter the direction of action:

Default ��

Turn Code 7


Turn Direction of action (�� or ��)

Press .

Deactivate travel limit:

Default 100.0

Turn Code 11


Turn No

Press .

Change pressure limit and control parame-ters:

Note: Do not change the pressure limit(Code 16). Only change the control param-eters KP (Code 17) and TV (Code 18) if thesettings of the replaced positioner areknown.

Pressure limitDefault No

KPDefault 7

TVDefault 2

Turn Code 16/17/18

Press , Code 16/17/18 blinks

Turn to set the control parameter se-lected.

Press to confirm the setting.

60 EB 8384-2 EN


Enter closing direction and blocking posi-tion:

Closing directionDirection of rotation caus-ing the valve to move to theCLOSED position (viewonto positioner display)Default: CCL (counterclock-wise)

Blocking positionDefault: 0

Turn Code 34


Turn Closing direction (CCL counter-clockwise/CL clockwise)

Press .

Turn Code 35


Turn Blocking position, e.g. 5 mm(read off at travel indicator scale of theblocked valve or measure with a ruler).


Define the valve end position:

� Set switch for valve end position AIR TOOPEN or AIR TO CLOSE as described insection 7.1 on page 53.

� Set volume restriction as described insection 7.2 on page 51.


� Press INIT key!The operating mode is changed to MAN.The blocking position is indicated.

Note: As initialization has not been carriedout completely, the error code 76 (no emer-gency mode) and possibly also error code57 (control loop) may appear on the dis-play.These alarms do not influence thepositioner’s readiness for operation.

Cancel the blocking position and change toautomatic operating mode

For the positioner to follow its referencevariable again, the blocking position mustbe canceled and the positioner must be setto automatic operating mode as follows:

Turn Code 1

Press , Code 1 and blink

Turn in order to move the valve slightlypast the blocking position.

Press to cancel mechanical blocking.

Turn Code 0

Press , Code 0 blinks.

Turn AUtO

Press . The positioner switches to auto-matic operating mode. The current valve po-sition is indicated in %.

Note: If the positioner shows a tendency tooscillate in automatic operating mode, theparameters KP and TV must be slightly cor-

EB 8384-2 EN 61


mm

rected. Proceed as follows:Set TV to 4 (Code 18).If the positioner still oscillates, the gain KP(Code 17) must be decreased until thepositioner shows a stable behavior.

Zero point calibration

Finally, if process operations allow it, thezero point must be adjusted according tosection 7.7.

7.7 Zero calibration

In case of discrepancies with the closing po-sition of the valve, e.g. with soft-sealedplugs, it may become necessary torecalibrate the zero point.

NOTICEThe valve briefly moves from the currenttravel/angle of rotation position to theclosed position.

Note: The positioner must be connected tothe supply air to perform the zero calibra-tion.




Turn YES

Press , display

Perform zero calibration:


Turn Code 6


Turn ZP

Press .

� Press INIT key!

Zero calibration is started, the positionermoves the control valve to the CLOSED posi-tion and readjusts the internal electrical zeropoint.

62 EB 8384-2 EN


7.8 Performing settings foropen/close valves

If the valve is to be operated using theopen/close (on/off) application type, theoperating point, test limits and limits for thediscrete analysis must be defined.

Note: The travel range of open/close valvesis defined using the fail-safe position and thegiven Operating point. As a result, the fol-lowing parameters to define the operatingrange and the range of the reference vari-able cannot be changed or analyzed:Travel/angle range start (Code 8)Travel/angle range end (Code 9)Travel/angle lower limit (Code 10)Travel/angle upper limit (Code 11)Reference variable range start (Code 12)Reference variable range end (Code 13)

Discrete analysis

If the reference variable ( ) is belowLimit operating point (Code 49 - h5) at thestart of automatic operation, the valve( ) moves to the fail-safe position. Ifthe reference variable increases and ex-

ceeds the Limit operating point, the valvemoves to the Operating point (Code 49 -h1). The valve moves back to the fail-safeposition if the reference variable then fallsbelow the Limit fail-safe position (Code 49 -h2).

If the reference variable ( ) is aboveLimit operating point (Code 49 - h5) at thestart of automatic operation, the valve( ) moves to the Operating point(Code 49 - h1). If the reference variablethen drops below the Limit fail-safe position(Code 49 - h2), the valve moves to thefail-safe position.

Starting the partial stroke test (PST)

A partial stroke test is started when the ref-erence variable ( ) moves from a de-fined position (fail-safe position or Oper-ating point) into the range between Lowerlimit test start (Code 49 - h3) and Upperlimit test start (Code 49 - h4) and remainsthere for longer than six seconds. The valve( ) moves from the last defined posi-tion to Step start (Code 49 - d2).

EB 8384-2 EN 63


t < 6 s Time [s]

Travel [%]

20

40

60

80

100 Code 49 - h1

Code 49 - h5

Code 49 - h2

t < 6 s

20

40

60

80

100

Time [s]

Travel [%]Code 49 - h1

Code 49 - h5

Code 49 - h2

After the partial stroke test is completed, thevalve moves back to its last position(fail-safe position or Operating point).

Note: The partial stroke test (PST) is per-formed according to the settings in Code 49- d2 to 49 - d9. Refer to EB 8389 EN onEXPERTplus valve diagnostics.

Cancelation of the partial stroke test (PST)

The partial stroke test is canceled wheneverthe reference variable leaves the range be-tween Limit fail-safe position and Limit oper-ating point.

After the test has been canceled, the valvemoves back to its last position (fail-safe posi-tion or Operating point).

Performing settings

Configuration at the positioner must be en-abled before the application type(open/close valve) can be set:



Turn YES

Press , display:

Select open/close valve:

Turn Code 49


Turn Code h0

Press , Code h0 blinks.

Turn YES

Press .

After setting the application type asopen/close valve, enter the operating point,test limits and limits for discrete analysis:

Turn Code h1/h2/h3/h4/h5

Press , Code h1/h2/h3/h4/h5 blinks.

Turn and set the selected parameter.


64 EB 8384-2 EN


20

40

60

80

100

Start PST End PST

Time [s]

Travel [%]

t > 6 s

t > 6 s

20

40

60

80

100

Start PST End PST

Time [s]

Travel [%] Code 49 - h1 =Code 49 - d2

Code 49 - h5

Code 49 - h4

Code 49 - h2

Code 49 - h3

Code 49 - h5

Code 49 - h4

Code 49 - h2

Code 49 - h3

Code 49 - h1

Code 49 - d2

7.9 Reset to default values

This function resets all parameters to the fac-tory default values (see code list in sec-tion 14).




Turn YES

Press , display

Reset start-up parameters:

ResetDefault No

Turn Code 36, display: ••–••–


Turn Std

Press . All start-up parameters and the di-agnosis are reset to their default values.

Note: Code 36 - diAG allows just the diag-nosis data (EXPERTplus) to be reset. Refer toEB 8389 EN on EXPERTplus valve diagnos-tics.

EB 8384-2 EN 65


8 Operation

WARNING!The actuator stem moves while the positioneris being operated.Do not touch the actuator stem or obstruct itto avoid risk of injury to hands or fingers.

8.1 Enabling and selectingparameters

The codes which are marked with an aster-isk (*) in section 14 on page 75 onwardsmust be enabled with Code 3 before the as-sociated parameters can be configured asdescribed below.

Code 3Configurationnot enabled

Configurationenabled


Press , Code 3 blinks.Change the setting of Code 3.

Turn YES

Press , display:The configuration is enabled.

You can now configure codes one after theother:

Turn and select the required code.

Press to access the selected code. Thecode number starts to blink.

Turn and select the setting.

Press to confirm the selected setting.

Note: If no settings are entered within 120seconds, the enabled configuration functionbecomes invalid and the display changes toCode 0.

Cancel the setting:

Canceling the setting

To cancel a value before it is confirmed (bypressing ) proceed as follows:

Turn ESC

Press . The entered value is not adopted.

66 EB 8384-2 EN

Operation

8.2 Operating modes

8.2.1 Automatic and manualmodes

After initialization has been completed suc-cessfully, the positioner is in automaticmode.

automatic mode

Switch to manual operating mode

Turn Code 0

Press , display: AUtO,Code 0 blinks.

Turn MAN

Press to switchover to manual mode.The switchover is smooth since the manualmode starts up with the set point last usedduring automatic mode. The current positionis displayed in %.

Adjust the manual reference variable

Turn Code 1


Turn until sufficient pressure has beenbuilt up in the positioner and the controlvalve moves to the required position.

Note: The positioner automatically returns toCode 0, but remains in manual mode ifno settings are made within 120 seconds.

Switch to automatic operating mode

Turn Code 0


Turn AUtO

Press . The positioner changes to auto-matic operating mode

EB 8384-2 EN 67

Operation

%

%% %

8.2.2 Fail-safe position (SAFE)

If you want to move the valve to fail-safe po-sition determined during start-up (see sec-tion 7.1), proceed as follows:

Turn Code 0

Press , display: current operating mode(AUtO or MAN), Code 0 blinks.

Turn SAFE

Press , display: S.The valve moves to the fail-safe position.Once the positioner is initialized, the currentvalve position is indicated on the display in%.

Exit the fail-safe position

Turn Code 0


Turn and select the required operatingmode AUtO or MAN.

Press . The positioner switches to the op-erating mode selected.

8.3 Malfunction/maintenancealarm

All status and fault alarms are classifiedaccording to a status in the positioner. Thedefault settings of the status classification arelisted in the code list.

Note: The status classification can bechanged in TROVIS-VIEW. Refer toEB 8389 EN on EXPERTplus valve diagnos-tics.

To provide a better overview, the classifiedalarms are summarized in a condensedstate. The following status alarms are avail-able:

� Maintenance alarmThe positioner cannot perform its controltask due to a functional fault in the de-vice or in one of its peripherals or an ini-tialization has not yet been successfullycompleted.

� Maintenance requiredThe positioner still performs its controltask (with restrictions). A maintenancerequirement or above average wear hasbeen determined. The wear tolerance willsoon be exhausted or is reducing at afaster rate than expected. Maintenance isnecessary in the medium term.

� Maintenance demandedThe positioner still performs its controltask (with restrictions). A maintenancedemand or above average wear hasbeen determined. The wear tolerance willsoon be exhausted or is reducing at afaster rate than expected. Maintenance isnecessary in the short term.

68 EB 8384-2 EN

Operation

� Out of specificationThe positioner is operated outside speci-fied operating conditions.

Note: If an event is assigned to the “Nomessage” status, this event does not haveany effect on the condensed state.

The condensed state appears on the displaywith the following icons:

Condensed state Positionerdisplay

Maintenance alarm

Function check Text, e.g. tESting,TunE or tESt

Maintenance required/Maintenance demanded

Out of specification blinking

If the positioner has not been initialized, themaintenance alarm icon ( ) appears onthe display as the positioner cannot followits reference variable.

If fault alarms exist, the possible source oferror is displayed in Code 49 onwards. Inthis case, Err appears on the display.

The cause and recommended action arelisted in the code list (section 14).

ExampleError caused by pinposition

Fault alarm output

The “Maintenance alarm” as the condensedstate causes the optional fault alarm outputto be switched.

� The “Function check” condensed statecan also switch the fault alarm contact inCode 32.

� The “Maintenance required/demanded”condensed state can also switch the faultalarm contact in Code 33.

8.3.1 Confirming error messages



Turn Code 3


Turn ON

Press , display:

Confirm error messages:

Turn Error code which you want toconfirm.

Press to confirm the error message.

EB 8384-2 EN 69

Operation

S

9 Adjusting the limit switch

The positioner version with inductive limitswitch has one adjustable tag (1) mountedon the shaft which operates the proximityswitch (3).

For operation of the inductive limit switch,the corresponding switching amplifier (seesection 5.2.1) must be connected to the out-put.

If the tag (1) is inside the field of the switch,the switch assumes a high resistance. If thetag is outside of the field, the switch assumesa low resistance.

Normally, the limit switch is adjusted suchthat it will provide a signal in both end posi-tions of the valve. The switch, however, canalso be adjusted to indicate intermediatevalve positions.

The desired switching function, i.e. whetherthe output relay shall be picked up or re-leased when the tag has entered the field,has to be determined, if necessary, at theswitching amplifier.

Note:The inductive limit switch replaces the soft-ware limit switch A1 with terminal assign-ment +41/–42.Each switching position can optionally be setto indicate when the tag has entered thefield, or when it has left the field.The second software limit switch remains ef-fective, the function of the software limitswitch A1 is disabled.

70 EB 8384-2 EN

Adjusting the limit switch

Fig. 21 · Adjustment of the limit switch

Adjustment screw (2) Tag (1) Proximity switch (3)

Software adaptation

Code 38 (inductive alarm is set to YES).The inductive limit switch is connected to theterminals +41/–42.The device is set up accordingly when deliv-ered ex works SAMSON.

Setting the switching point:

NOTICEDuring adjustment or testing, the switchingpoint must always be approached frommid-position (50 %).

To ensure safe switching under any ambientconditions, the switching point should be ad-justed to a value of approx. 5 % before themechanical stop (OPEN – CLOSED).

For CLOSED position:

1. Initialize positioner.2. Use the MAN function to move the

positioner to 5 % (see LC display).3. Adjust the tag using the yellow adjust-

ment screw (2) until the tag enters orleaves the field and the switching ampli-fier responds. You can measure theswitching voltage as an indicator.

Contact function:

� Tag leaving the field > contact is made� Tag entering the field > contact is

opened.

For OPEN position:

1. Initialize positioner.2. Use the MAN function to move the

positioner to 95 % (see LC display).3. Adjust the tag (1) using the yellow ad-

justment screw (2) until the tag enters orleaves the field of the proximity switch(3).You can measure the switching voltageas an indicator.

Contact function:

� Tag leaving the field > Contact is made.� Tag entering the field > Contact is

opened.

EB 8384-2 EN 71


9.1 Retrofitting an inductive limitswitch

Required retrofit kit:Limit switch Order no. 1400-7460

Note: For explosion-protected devices, therequirements in section 11 need to be kept.

1. Take off the rotary pushbutton (3) andcap (1), unthread the five fixing screws(2) and lift off the plastic cover (9) to-gether with the display, taking care notto damage the ribbon cable (betweenPCB and display).

2. Use a knife to cut an opening at themarked location (4).

3. Push the connector (11) with cablethrough the opening and secure theproximity switch (7) on the cover with adot of glue.

4. Remove the jumper (8801-2267) at thesocket X7 of the top board and insert thecable connector (11).

5. Guide the cable in such a manner thatthe plastic cover can be placed backonto the positioner. Insert the fixingscrews (2) and screw tight. Attach theclamping plate (8) onto the proximityswitch.

6. Attach the rotary switch (5). Make surethe flattened side of the positioner shaftis turned so that the rotary switch (5) canbe attached with the metal tag next tothe proximity switch.

7. Note: On start-up of the positioner, setthe option "inductive alarm" under Code38 from No to YES.

72 EB 8384-2 EN


1

2

4

3

1 Cap2 Screws3 Rotary pushbutton4 Marking5 Rotary switch

6 Metal tag7 Proximity

switch8 Clamping plate9 Plastic cover11 Connector

Socket X7 (11)

9 7

5

8

7

6

Fig. 22 · Retrofitting an inductive limit switch

10 Maintenance

The positioner does not require any mainte-nance.

There are filters with a 100 m mesh size inthe pneumatic connections for supply andoutput which can be removed and cleaned,if required.

The maintenance instructions of any up-stream supply air pressure reducing stationsmust be observed.

11 Servicing explosion-protecteddevices

If a part of the device on which the explo-sion protection is based needs to be ser-viced, the device must not be put back intooperation until a qualified inspector has as-sessed it according to explosion protectionrequirements, has issued an inspection cer-tificate or given the device a mark of confor-mity.

Inspection by a qualified inspector is not re-quired if the manufacturer performs a rou-tine test on the device prior to putting it backinto operation. The passing of the routinetest must be documented by attaching amark of conformity to the device. Replaceexplosion-protected components only byoriginal, routine-tested components from themanufacturer.

Devices that have already been operatedoutside hazardous areas and are intendedfor future use inside hazardous areas mustcomply with the safety requirements placedon serviced devices. Before being used in-side hazardous areas, test the devices ac-cording to the specifications for servicingexplosion-protected devices.

12 Firmware update (serialinterface)

Firmware updates on positioners currently inoperation can be performed as follows:

When updates are performed by a serviceemployee appointed by SAMSON, the up-date is confirmed on the positioner by thetest mark assigned by SAMSON’s QualityAssurance.

In all other cases, only persons from theplant operator with written approval mayperform updates. This person must confirmthe update on the positioner.

Laptops and PCs connected to the powersupply must use an additional safety barrier.

This does not apply to laptops in battery op-eration. In this case, it is assumed that a bat-tery-powered laptop runs briefly for soft-ware programming or for testing purposes.

a) Updates outside the hazardous area:

Remove the positioners from the plantand update them outside the hazardousarea.

EB 8384-2 EN 73

Maintenance

b.) Updates on site:

Updates on site are only permitted afterthe plant operator has presented a sig-ned hot work permit.

After updating has been completed, add thecurrent firmware to the nameplate; this canbe done using labels.

13 Maintenance, calibration andwork on equipment

The interconnection with intrinsically safecircuits to check or calibrate the apparatusmust only be performed with intrinsicallysafe current/voltage calibrators and mea-suring instruments to rule out any damageto components relevant for explosion pro-tection.

The maximum values for intrinsically safecircuits specified in the approvals must bekept.

74 EB 8384-2 EN

Maintenance, calibration and work on equipment

14 Code list

Codeno.

Parameter – Readings,values [default setting] Description

Note: Codes with marked with an asterisk (*) must be enabled with Code 3 prior to configuration.

0 Operating mode[MAN] Manual modeAUtO Automatic modeSAFE Fail-safe positionESC Escape

Switchover from automatic to manual mode is smooth.In fail-safe mode, S appears on the display.In MAN and AUtO mode, the system deviation is represented bythe bar graph elements.When the positioner is initialized, the numerical display indicatesthe valve position or the angle of rotation in %, otherwise the po-sition of the lever in relation to the central axis is displayed in de-grees °.

1 Manual w0 to 100 [0] %of the nominal rangeNote: An on/off valve canbe moved past 100 % of thenominal range (with theclosed position for ATO) orbelow 0 % of the nominalrange (with the closed posi-tion for ATC). See section7.1.

Adjust the manual set point with the rotary pushbutton, thecurrent travel/angle is displayed in % when the positioner is ini-tialized, otherwise the position of the lever in relation to the cen-tral axis is indicated in degrees °.Note: Can only be selected when Code 0 = MAN

2 Reading direction[Normal] or upside downESC

The reading direction of the display is turned by 180°.

3 Enable configuration[No] YES ESC

Enables the option to modify data (automatically deactivatedwhen the rotary pushbutton has not been operated for 120 s).

EB 8384-2 EN 75

Code list

Codeno.



4* Pin position[No]17, 25, 35, 50, 70, 100,200 mm90° with rotary actuatorsESC

Note: If you select a pinposition in Code 4 that is toosmall, the positioner switchesto SAFE mode for reasons ofsafety

The follower pin must be inserted into the correct pin position ac-cording to the valve travel/angle of rotation.For initialization using NOM or SUb, this pin position must beentered.

Pin position Standard Adjustment rangeCode 4 Code 5 Code 517 7.5 3.6 to 17.725 7.5 5.0 to 25.035 15.0 7.0 to 35.450 30.0 10.0 to 50.070 40.0 14.0 to 70.7100 60.0 20.0 to 100.0200 120.0 40.0 to 200.090° 90.0 24.0 to 100.0

5* Nominal range[15.0] mm or angle °ESC

For initialization using NOM or SUb, the nominal travel/angle ofrotation of the valve must be entered.The permissible adjustment range depends on the pin positionaccording to the table for Code 4.After initialization has been successfully completed, the max-imum nominal travel/angle reached on initialization is dis-played.

6* Init mode[MAX]NOMMANSUbZPESC

Select the initialization modeMAX: Travel/angle of the closure member from the CLOSED

position to the opposite stop in the actuator.NOM: Travel/angle of the closure member measured from the

CLOSED position to the indicated OPEN position.MAN: Manually selected rangeSUb: Substitute calibration (without initialization)ZP: Zero calibration

76 EB 8384-2 EN

Code list

Codeno.



7* w/x[��] increasing/increasing�� increasing/decreasingESC

Direction of action of the reference variable w in relation to thetravel/angle of rotation xAutomatic adaptation:AIR TO OPEN:On completing initialization, the direction of action remains in-creasing/increasing (��), a globe valve opens as the mA signalincreases.AIR TO CLOSE:On completing initialization, the direction of action changes toincreasing/decreasing (��), a globe valve closes as the mAsignal increases.

8* Travel/angle range start(lower x-range value)0.0 to 80.0 [0.0] % of thenominal rangeESC

Note: Specified in mm orangle ° provided Code 4 isset

Lower range value for the travel/angle of rotation in the nominalor operating range.The operating range is the actual travel/angle of the controlvalve and is limited by the lower x-range value (Code 8) and theupper x-range value (Code 9).Usually, the operating range and the nominal range are iden-tical. The nominal range can be limited to the operating rangeby the lower and upper x-range values.Value is displayed or must be entered.

The characteristic is adapted. See also the example in Code 9!

9* Travel/angle range end(upper x-range value)20.0 to 100.0 [100.0] % ofthe nominal rangeESC

Note: Specified in mm orangle ° provided Code 4 isset

Upper range value for the travel/angle of rotation in the nominalor operating range.Value is displayed or must be entered.The characteristic is adapted.Example: The operating range is modified, for example, to limitthe range of a control valve which has been sized too large. Forthis function, the entire resolution range of the reference variableis converted to the new limits. 0 % on the display corresponds tothe adjusted lower limit and 100 % to the adjusted upper limit.

10* Travel/angle lower limit(lower x-limit)0.0 to 49.9 % of theoperating range[No], ESC

Limitation of the travel/angle of rotation downwards to the en-tered value, the characteristic is not adapted.

The characteristic is not adapted to the reduced range. See alsoexample in Code 11.

EB 8384-2 EN 77

Code list

Codeno.



11* Travel/angle upper limit(upper x-limit)50.0 to 120.0 [100] % ofthe operating rangeNo, ESC

Limitation of the travel/angle of rotation upwards to the enteredvalue, the characteristic is not adapted.Example: In some applications, it is better to limit the valvetravel, e.g. if a certain minimum medium flow is required or amaximum flow must not be reached.The lower limit must be adjusted with Code 10, and the upperlimit with Code 11.If a tight-closing function has been set up, it has priority over thetravel limitation!When set to No, the valve can be opened past the nominal travelwith a reference variable outside of the 0 to 100 % range.

12* w-start0.0 to 75.0 [0.0] % of thereference variable rangeESC

Lower range value of the applicable reference variable rangemust be smaller than the final value w-end, 0 % = 4 mAThe reference variable range is the difference between w-endand w-start, and must be �w � 25 % = 4 mA.For an adjusted reference variable range of 0 to 100 % = 4 to20 mA, the control valve must move through its entire operatingrange from 0 to 100 % travel/angle of rotation.In split-range operation, the valves operate with smaller refer-ence variables. The control signal of the control unit to controltwo valves is divided such, for instance, that the valves movethrough their full travel/angle of rotation at only half the inputsignal (first valve set to 0 to 50 % = 4 to 12 mA and second valveset to 50 to 100 % =12 to 20 mA reference variable).

13* w-end25.0 to 100.0 [100.0] % ofthe reference variable rangeESC

Upper range value of the applicable reference variable range,must be greater than w-start.100 % = 20 mA

14* Reference variable rangestart (w-start)0.0 to 49.9 [1.0] %of the span adjusted viaCode 12/13No, ESC

If w approaches the percentage adjusted at the final value thatcauses the valve to close, the actuator is immediately completelyvented (with AIR TO OPEN) or filled with air (with AIR TOCLOSE). This action always lead to maximum tight-closing of thevalve.Codes 14/15 have priority over Codes 8/9/10/11.Codes 21/22 have priority over Codes 14/15.

78 EB 8384-2 EN

Code list

Codeno.



15* Reference variable rangeend (w-end)50.0 to 100.0 %of the span adjusted viaCode 12/13[No], ESC

If w approaches the percentage adjusted at the final value thatcauses the valve to open, the actuator is immediately completelyfilled with air (with AIR TO OPEN) or vented (with AIR TOCLOSE). This action always lead to the valve being completelyopened.Codes 14/15 have priority over Codes 8/9/10/11.Codes 21/22 have priority over Codes 14/15.Example: Set the final position w > to 99 % for three-way valves.

16* Pressure limit[No]1.4 2.4 3.7 barESC

The signal pressure to the actuator can be limited in stages.After changing a pressure limit already set, the actuator must bevented once (e.g. by selecting the fail-safe position (SAFE) overCode 0).NOTICEDo not activate the pressure limit for double-acting actuators withvalve closed position AIR TO OPEN (AtO).

17* Proportional-actioncoefficient KP (step)0 to 17 [7]ESC

Displaying or changing KP

Note on changing the KP and TV steps:During the initialization of the positioner, the KP and TV values areoptimized.Should the positioner show a tendency for impermissibly highpost-pulse oscillation due to additional interference, the KP andTV steps can be adapted after the initialization.For this, either the TV step can be increased in increments untilthe desired response behavior is reached or, when the maximumvalue of 4 is reached, the KP step can be decreased in incre-ments.

NOTICEChanging the KP step influences the system deviation.

18* Rate time TV (step)1 [2] 3 4 NoESC

Displaying or changing TV,see note under KP stepA change of the TV step has no effect on the system deviation.

EB 8384-2 EN 79

Code list

Codeno.



19* Tolerance band0.1 to 10.0 [5.0] % of theoperating rangeESC

Used for error monitoringDetermination of the tolerance band in relation to the operatingrange.Associated lag time [30] s is a reset criterion.If a transit time is determined during initialization which issix times > 30 s, the six-fold transit time is accepted as the lagtime.

20* Characteristic0 to 9 [0]ESC

Select the characteristic:0 Linear1 Equal percentage2 Reverse equal percentage3 SAMSON butterfly valve linear4 SAMSON butterfly valve equal percentage5 VETEC rotary plug valve linear6 VETEC rotary plug valve equal percentage7 Segmented ball valve linear8 Segmented ball valve equal percentage9 User-defined (defined over operating software)Note: The various characteristics are listed in the Appendix(section 17).

21* Required transit time OPEN(w ramp open)0 to 240 s [0]ESC

The time required to pass through the operating range when thevalve opens.Limitation of the transit time (Code 21 and 22):For some applications it is recommendable to limit the transit timeof the actuator to prevent it from engaging too fast in the runningprocess.Code 21 has priority over Code 15.NOTICEThe function is not activated when the fail-safe function or sole-noid valve is triggered nor upon failure of the auxiliary power.

22* Required transit timeCLOSED (w ramp closed)[0] to 240 sESC

The time required to pass through the operating range when thevalve closes.Code 22 has priority over Code 14.NOTICEThe function is not activated when the fail-safe function or sole-noid valve is triggered nor upon failure of the auxiliary power.

80 EB 8384-2 EN

Code list

Codeno.



23* Total valve travel0 to 99 · 107 [0]Exponential reading from 9999 travelcycles onwards

RES, ESC

Totaled double valve travel.Can be reset to 0 over Code 36 - Std.Note: The total valve travel is saved in a non-volatile memoryafter every 1000 double travel.

24* LV total valve travel1000 to 99 · 107

[1 000 000]Exponential reading from 9999 travelcycles onwards

ESC

Limit value of total valve travel. If the limit is exceeded, andicons appear on the display.

25* Alarm mode0 to 3 [2]ESC

Switching mode of software limit switches alarm A1 and A2 inresponding state (when positioner has been initialized).

1) Explosion-protected version according to EN 60947-5-60: A1 � 2.1 mA A2 � 1.2 mA1: A1 � 1.2 mA A2 � 1.2 mA2: A1 � 2.1 mA A2 � 2.1 mA3: A1 � 1.2 mA A2 � 2.1 mA

2) Version without explosion protection0: A1 R = 348 � A2 Non-conducting1: A1 Non-conducting A2 Non-conducting2: A1 R = 348 � A2 R = 348 �

3: A1 Non-conducting A2 R = 348 �

When a positioner has not been initialized, the software limitswitches always register the signal as in the state of no response.If there is no mA signal at the terminals 11/12, the software limitswitches both switch to � 1.2 mA signal (Ex) or non-conducting(without explosion protection).Note: The fault alarm output always switches to � 1.2 mA/non-conducting in case of fault arises; it has � 1.2 mA/R = 348� when there is no fault.

EB 8384-2 EN 81

Code list

Codeno.



26* Limit value A1No0.0 to 100.0 [2.0] % of theoperating rangeESC

Alarm A1 goes into the state of response when the value exceedsthe limit.Displaying or changing the software limit value A1 in relation tothe operating range.Setting has no effect when an inductive limit switch has been in-stalled.

27* Limit value A2No0.0 to 100.0 [98.0] % of theoperating rangeESC

Alarm A2 goes into the state of response when the value fallsbelow the limit.Displaying or changing the software limit value A2 in relation tothe operating range.

28* Alarm testReading direction:Standard Turned[No] [No]RUN 1 1 RUNRUN 2 2 RUNRUN 3 3 RUNESC ESC

Testing the software limit switches alarm A1 and A2 in additionto the fault alarm contact A3.If the test is activated, the respective limit switches five times.RUN1/1 RUN: Software limit switch A1 to � 2.1 mARUN2/2 RUN: Software limit switch A2 to � 2.1 mARUN3/3 RUN: Fault alarm contact A3 to � 1.2 mA

29* Position transmitter x/ix 3)

[��]��

ESC

Operating direction of the position transmitter; indicates how thetravel/angle position is assigned to the output signal i, based onthe closed position.The operating range (see Code 8) of the valve is represented bythe 4 to 20 mA signal. Values exceeding or falling below thelimits 2.4 to 21.6 mA can be represented.When a positioner has not been initialized (reference variableless than 3.6 mA), the power consumption of the feedback signalis effective (current approx. 1.8 mA).When YES is set in Code 32, the position transmitter issues thevalue as per Code 30 during initialization or zero calibration.When No is set in Code 32, 4 mA is issued during a runningself-adaptation.

82 EB 8384-2 EN

Code list

Codeno.



30* Fault alarm ix 3)

[No]HI LOESC

Used to select whether faults causing the fault alarm contact toswitch should also be signaled by the position transmitter outputand how they should be signaledHI ix = 21.6 ±0.1mA or LO ix = 2.4 ±0.1mA

31* Position transmitter test 3)

–10.0 to 110.0 [defaultvalue is last indicated valueof the position transmitter]% of the operating rangeESC

Testing the position transmitter. Values can be entered in relationto the operating range.The current actual value is used in initialized positioners locallyas the start value (bumpless changeover to the test mode). Ontesting over software, the entered simulation value is issued asthe position feedback signal for 30 seconds.

3)Analog position transmitter: Code 29/30/31 can only be selected if the position transmitter (optional) is installed.

32* Fault alarm with “Functioncheck” condensed state[YES] · NoESC

YES: Fault alarm also with “Function check” condensed stateNo: “Function check” condensed state does not cause a faultalarm to be issuedNote: Regardless of the condensed state, the fault alarm outputalways switches when error codes 57, 58, 60, 62 and 64 to 70,76 are issued.

33* Fault alarm with “Mainte-nance required” condensedstate[YES] · NoESC

YES: Fault alarm only with “Maintenance alarm” condensed stateand with “Maintenance required” condensed stateNo: Fault alarm only with “Maintenance alarm” condensed stateNote: Regardless of the condensed state, the fault alarm outputalways switches when error codes 57, 58, 60, 62 and 64 to 70,76 are issued.

34* Closing directionCL [CCL]ESC

CL: Clockwise, CCL: CounterclockwiseTurning direction in which the valve is moved to the CLOSED po-sition (view onto the rotary switch motion when the positionercover is open).Note: Needs only be entered in initialization mode SUb(Code 6).

35* Blocking position[0] mm/° /%ESC

Entering the blocking position.Distance up to the CLOSED position.Note: Only necessary in initialization mode SUb.

EB 8384-2 EN 83

Code list

Codeno.



36* Reset[No]Std · diAGESC

Std: Resets all parameters to default (factory setting) as wellas the diagnosis data. After a reset, the positioner mustbe re-initialized.

diAG: Resets diagnosis data only. Plotted reference graphs andlogs remain unaffected. The positioner does not need tobe re-initialized.

37 Position transmitterNo · YES

Display only,indicates whether the position transmitter option is installed.

38* Inductive alarm[No], YES, ESC

Indicates whether the inductive limit switch option is installed ornot.

39 System deviation e info–99.9 to 999.9 %

Display only,indicates the deviation from the target position (e = w – x).

40 Transit time Open info0 to 240 s [0]

Display only,minimum opening time determined during initialization.

41 Transit time Closed info0 to 240 s [0]

Display only,minimum closing time determined during initialization.

42 Auto-w/manual-w info0.0 to 100.0 % of the span4 to 20 mA

Display only,Supplied automatic reference variable according to 4 to 20 mA

43 Firmware infoXxxx

Display only,indicates the positioner type and current firmware version inalternating sequence.

44 y info[0] to 100 %0 P, MAX, – – –

Display only.Indicates the control signal y in % based on the travel range de-termined on initializationMAX: The positioner builds up its maximum output pressure,

see description in Code 14 and 15.0 P: The positioner vents completely, see description in Code

14 and 15.– – –: The positioner is not initialized.

84 EB 8384-2 EN

Code list

Codeno.



45 Solenoid valve infoYESHIGH/LOWNo

Display only,indicates whether a solenoid valve is installed or not.If a voltage supply is connected at the terminals of the installedsolenoid valve, YES and HIGH appear on the display in alter-nating sequence. If a voltage supply is not connected (actuatorvented, fail-safe position indicated on the display by the S icon),YES and LOW appear on the display in alternating sequence.

48* Diagnostics

Diagnosis parameters d

d0 Temperature–55 to 125 °C

Current operating temperature [°C] inside the positioner(accuracy � 3 %)Display only

d1 Minimum temperature[20 °C]

The lowest temperature below 20 °C that has ever occurred.Display only

d2 Maximum temperature[20 °C]

The highest temperature above 20 °C that has ever occurred.Display only

d3 Number of zerocalibrations[0]

The number of zero calibrations since the last initialization.Display only

d4 Number ofinitializations[0]

The number of initializations that have been performed since thelast reset.Display only

d5 Zero point limit0.0 to 100.0 % [5.0 %]of the nominal range

User-defined zero point monitoringUsed for error monitoring of the zero point shift.

d6 Condensed stateOK · C · CR · b · S

Condensed state, made up from the individual states · Displayonly · Display onlyOK OkayC Maintenance requiredCR Maintenance demandedb Maintenance alarmS Out of specification

EB 8384-2 EN 85

Code list

Codeno.



48* d7 Start reference test[No]YES · ESC

Starts reference test for Drive signal y steady-state (d1) and drivesignal y hysteresis (d2) (Tests).The reference test can only be activated in manual mode(MAN) as the valve moves through its entire working range.If EXPERTplus is activated in older positioners at a later point intime, the reference graphs must be plotted in order to activate thediagnostic functions.

d8 Unassigned Firmware version 1.4x and lower:Enter the activation code for EXPERTplus.

Diagnosis parameters h

h0 Initialization withreference test[No] · YESESC

The reference graphs for Drive signal y steady-state (d1) anddrive signal y hysteresis (d2) (Tests) are plotted during the refer-ence test.

h1 Reference test result[No] · YES

Display onlyNo No reference test has been performed.YES The reference graphs for Drive signal y steady-state (d1)

and drive signal y hysteresis (d2) (Tests) have beenplotted successfully.

h2 – Unassigned

h3 Auto reset diAG0 to 365 days;[0 days]

After an adjustable time period, the diagnosis data are reset au-tomatically according to the settings in Code 36 - diAG.Example: A start-up behavior of the plant which is untypical forthe process is not to be included in the total diagnosis.

h4 Rest time for auto resetdiAG

Display onlyRemaining time until the diagnosis data are reset automaticallyaccording to the settings in Code 48 - h3

86 EB 8384-2 EN

Code list

Codeno.



49* Partial stroke test (PST)/Full stroke test (FST) · Application type

A Partial stroke test (PST)

A0 Start Partial Stroke Test[No] · YES · ESC

Operating mode and PST testing mode must be set to MAN.

A1 Time until the next auto-matic PST test takesplace

Display onlyRemaining time [d_h] until the next partial stroke test is per-formed. Only applies to PST Auto mode.

A2 Desired PST testingmodeAuto · [Man] · ESC

Activates (PST Auto) or deactivates (PST Man) the scheduled au-tomatic partial stroke test.

A3 Auto test time Time [h] between for partial stroke tests (PST)

A4 Status classificationPST status[C] · OK · CR · b · SESC

C Maintenance requiredOK No messageCR Maintenance demandedb Maintenance alarmS Out of specification

A5 Min. recommended scantime

Display onlyScan time [s] required to plot the complete step response test in agraph.

A6 – Unassigned

A7 y-monitoring referencevalue

Display onlyThe valve moves to the valve position Step start (Code 49 - d2)and Step end (Code 49 - d3) with certain control pulses. The dif-ference between these control pulses creates the delta y value[1/s].The y-monitoring reference value applies to the adjusted stepvalues (Code 49 - d2 and Code 49 - d3) and for the selectedramp times (Code 49 - d5 and Code 49 - d6). The y-monitoringreference value must be determined again if any of the abovementioned values change.

EB 8384-2 EN 87

Code list

Codeno.



49* A8 Activation delta y-moni-toring[No] · YES · ESC

Activates/deactivates delta y-monitoring

A9 delta y-monitoring value0 to 100 %, [10 %]

The percentage [%] of the entire range of the control pulse be-tween 1 and 10000 1/s (Example: 10 % = 10000 1/s)The partial stroke test is canceled if the change in control signal(delta y) varies from the y-monitoring reference value by thisamount.

d Step parameters for the partial stroke test (PST)

d1 – Unassigned

d2 Step start0.0 to 100.0 %[95.0 %]

Start value to perform the step response test

d3 Step end0.0 to 100.0 %[90.0 %]

End value to perform the step response test

d4 Activation of the rampfunction[No] · YES

Activates/deactivates the ramp function.

d5 Ramp time (rising)0 to 9999 s, [15 s]

Ramp time for 0 to 100 % travel (rising) of the ramp function.Do not enter a ramp time which is lower than the value automati-cally given during initialization.

d6 Ramp time (falling)0 to 9999 s, [15 s]

Ramp time for 0 to 100 % travel (falling) of the ramp function.Do not enter a ramp time which is lower than the value automati-cally given during initialization.

d7 Settling time before teststart1.0 to 240.0 s, [10.0 s]

Waiting time before the test starts to allow the valve to safelyreach the step start value.

d8 Delay time after step1.0 to 240.0 s, [2.0 s]

Time after the first step until the second step starts.

d9 Scan time0.2 to 250.0 s, [0.2 s]

Scan time of the step response test

88 EB 8384-2 EN

Code list

Codeno.



49* E Cancelation conditions of the partial stroke test (PST)

E0 Activation x control[No] · YES

Activates/deactivates x control.

E1 x control value–10.0 to 110.0 % oftotal trave, [0.0 %]

The test is automatically canceled as soon as the valve positionfalls below this value.

E2 – Unassigned

E3 – Unassigned

E4 – Unassigned

E5 Activation toleranceband control[No] · YES

Activates/deactivate tolerance band control.

E6 PST Tolerance band0.1 to 100.0 %,[5.0 %]

The test is automatically canceled as soon as the Step end (Code49 - d3) exceeds this value.

E7 Max. test duration30 to 25000 s, [30 s]

Maximum time within which a test can be completed before thetest is canceled automatically.

F Partial stroke test (PST) information · Read only

F0 No test available No test exists or the test has been canceled manually.

F1 Test OK

F2 x cancelation The test was canceled by the x cancelation function.

F3 y cancelation The test was canceled by the y cancelation function.

F4 Tolerance bandexceeded

The test was canceled. The x-values exceeded the toleranceband.

F5 Max. test time exceeded The test was not completed within the maximum test time andwas automatically canceled.

F6 Test man. canceled The test has been manually canceled by the user.

EB 8384-2 EN 89

Code list

Codeno.



49* F7 Measured data storageout of memory

The maximum capacity of the memory for measured data hasbeen reached. After 100 measured data per measured variablehave been recorded, the logging stops. However, the test is con-tinued.

F8 Aborted by int. solenoidvalve

The test was canceled by the activation of the solenoid valve.

F9 Supply pressure/friction An insufficient supply pressure or excessive friction occurredduring the test.

h Application type of valve

h0 Application type[No] · YES · ESC

No Control valveYES Open/close (on/off) valveDepending on the application type of valve that has been se-lected, the positioner has different diagnostic functions and be-haves differently in the automatic mode (AUTO).

h1 Operating point0.0 to 100.0 % valveposition, [100.0 %]

The valve moves to this position as soon as the reference variableexceeds the Limit operating point (Code 49 - h5).

h2 Limit fail-safe position0.0 to 20.0 % referencevariable, [12.5 %]

The valves moves to the fail-safe position (SAFE) when the refer-ence variable falls below this limit.

h3 Lower limit test start[25.0 % referencevariable]

Read onlyThe valve remains in its last valid position when the referencevariable is between the Limit fail-safe position and Lower limittest.A partial stroke test is started when the reference variable movesto the range between Lower limit test and Upper limit test and re-mains there longer than six seconds.

h4 Upper limit test start[50.0 % referencevariable]

Read onlyThe valve remains in its last valid position when the referencevariable is between the Upper limit test and Limit operating point.

h5 Limit operating point55.0 to 100.0 % refe-rence variable, [75.0 %]

The valve moves to the Operating point when the reference vari-able exceeds the Limit operating point.

90 EB 8384-2 EN

Code list

Codeno.



49* h6 – Unassigned

h7 Limit value time analysis0.6 to 30.0 s, [0.6 s]

Time limit for the difference between the reference value and thelatest recorded value. It determines at which difference value analarm is to be generated.

h8 Limit value travelanalysis0.1 to 100.0 % valveposition, [0.3 %]

Travel limit for the difference between the reference value andthe latest recorded value. It determines at which difference valuean alarm is to be generated.

h9 Status classificationClose/open[C] · OK · CR · b · SESC

C Maintenance requiredOK No messageCR Maintenance demandedb Maintenance alarmS Out of specification

Note: The error codes listed in following appear in the display corresponding to their statusclassification set over the condensed state (Maintenance required/Maintenance demanded:

, Out of specification: blinking, Maintenance alarm: ). If “No message” is assignedto the error code as the status classification, the error is not included in the condensed state.A status classification is assigned to every error code in the default setting. The status classifi-cation of error codes can also be changed as required using an operating software (e.g.TROVIS-VIEW). Refer to section 15.6.

EB 8384-2 EN 91

Code list

Initialization errors

Error codes – Recommended action Condensed state alarm active, when prompted, Err appears.When error messages exist, they are displayed here.

50 x > range The value supplied by the measuring signal is either too high ortoo low, the measuring sensor is close to its mechanical limit.• Pin positioned incorrectly.• Bracket slipped in case of NAMUR attachment or positioner is

not central.• Follower plate incorrectly attached.

Status classification [Maintenance required]

Recommended action Check attachment and pin position, set operating mode fromSAFE to MAN and re-initialize the positioner.

51 �x < range The measuring span of the sensor is too low.• Pin positioned incorrectly.• Wrong lever.A rotational angle smaller than 16° at the positioner shaft onlygenerates a message. An angle below 9° leads to the initializati-on being canceled.


Recommended action Check attachment and re-initialize the positioner.

52 Attachment • Positioner attachment incorrect.• Nominal travel/angle (Code 5) could not be reached during

initialization under NOM (no tolerance downwardspermissible).

• Mechanical or pneumatic fault, e.g. wrong lever selected orsupply pressure too low to move to the required position.


Recommended action Check attachment and supply pressure. Re-initialize thepositioner.Under certain circumstances, it may be possible to check themaximum travel/angle by entering the actual pin position andthen performing an initialization under MAX.After initialization has been completed, the Code 5 indicates themaximum achieved travel or angle.

92 EB 8384-2 EN

Code list


53 Initialization time exceeded(Init time >)

The initialization routine lasts too long.• No pressure on the supply line or there is a leak.• Supply air failure during initialization.


Recommended action Check attachment and supply pressure.Re-initialize the positioner.

54 Initialization - solenoidvalve

1) A solenoid valve is installed (Code 45 = YES) and wasnot or not properly connected so that an actuator pressurecould not be built up. The message is generated when youattempt to initialize the positioner.

2) If you attempt to initialize the device from the fail-safeposition (SAFE).


Recommended action Re. 1) Check connection and supply voltage of the forced ventingCode 45 HIGH/LOW

Re. 2) Set the MAN operating mode over Code 0. Then initializethe positioner.

55 Transit time too short(transit time <)

The actuator positioning rates determined during the initializati-on are so short that the positioner cannot adapt itself optimally.


Recommended action Check the volume restriction setting as described in section 7.2,re-initialize the positioner.

56 Pin position Initialization was canceled because you are required to enter thepin position for the selected initialization modes NOM and SUb.


Recommended action Enter pin position over Code 4 and nominal travel/angle overCode 5. Re-initialize the positioner.

EB 8384-2 EN 93

Code list

Operational errors


57 Control loop Control loop error, the control valve does not react within the tol-erable times of the controlled variable (tolerance band alarmCode 19).• Actuator mechanically blocked.• Attachment of the positioner subsequently shifted.• Supply pressure not sufficient.


Recommended action Check attachment.

58 Zero point Zero point incorrect.Error may arise when the mounting position/linkage of the posi-tioner moves or when the valve seat trim is worn, especially withsoft-sealed plugs.


Recommended action Check valve and mounting of the positioner. If OK, perform azero calibration over Code 6 (see section 7.7 on page 62).We recommend re-initializing the positioner when zero point de-viations over 5 % occur.

59 Autocorrection Should an error occur in the data range of the positioner, theself-monitoring function recognizes it and automatically correctsit.

Status classification [No message]

Recommended action Automatic

60 Fatal error An error was detected in the data relevant for safety,autocorrection is not possible. This may be due to EMCdisturbances.The positioner changes to the fail-safe position (SAFE).

Status classification Maintenance alarm (cannot be classified)

Recommended action Reset over Code 36 - Std.Re-initialize the positioner.

94 EB 8384-2 EN

Code list

Hardware errors


62 x signal Determination of the measured data for the actuator has failed.Conductive plastic element is defective.The positioner continues to run in emergency mode, but shouldbe replaced as soon as possible.The emergency mode on the display is indicated by a blinkingclosed-loop operation icon and 4 dashes instead of the positionindication.

Note on the closed-loop operation:If the measuring system has failed, the positioner is still in a reli-able state. The positioner switches to emergency mode where theposition cannot be accurately controlled anymore. However, thepositioner continues to operate according to its reference vari-able signal so that the process remains in a safe state.

Status classification [Maintenance demanded]

Recommended action Return the positioner to SAMSON AG for repair.

63 w too small The reference variable is much smaller than 4 mA (0 %); occurs ifthe power source that drives the positioner does not comply withthe standard.This state is indicated on the positioner display by a blinkingLOW.

Recommended action [No message]

Remedy Check reference variable.If necessary, limit the current source downwards so that no valuesbelow 4 mA can be issued.

64 i/p converter The circuit of the i/p converter has been interrupted.


Recommended action Cannot be remedied.Return the positioner to SAMSON AG for repair.

EB 8384-2 EN 95

Code list


65 Hardware A hardware error has occurred, the positioner changes to thefail-safe position (SAFE).

Status classification [Maintenance alarm]

Recommended action Confirm error and return to the automatic operating mode, orperform a reset and re-initialize the device. If this is not success-ful, return device to SAMSON AG for repair.

66 Data memory The writing of data to the data memory does not work anymore,e.g. when the written data deviate from the read data.Valve moves to the fail-safe position.



67 Test calculation The hardware controller is monitored by means of a testcalculation.

Status classification [Maintenance alarm]

Recommended action Confirm error. If this is not possible, return the positioner toSAMSON AG for repair.

96 EB 8384-2 EN

Code list

Data errors

Error codes – Recommended action Condensed state alarm active, when prompted, Err appears.When error message exist, they are displayed here.

68 Control parameter Control parameter error


Recommended action Confirm error, perform reset and re-initialize the positioner.

69 Poti parameter Parameter error of the digital potentiometer.


Recommended action Confirm error, perform reset and re-initialize the positioner.

70 Calibration parameter Error in the production calibration data. Subsequently, the deviceruns on default values.



71 General parameters Parameter errors that are not critical for the control.


Recommended action Confirm error.Check and, if necessary, reset required parameters.

73 Internal device error 1 Internal device error



75 Info parameter Internal positioner error


Recommended action Confirm error.Check and, if necessary, reset required parameters.

EB 8384-2 EN 97

Code list

Error codes – Recommended action Condensed state alarm active, when prompted, Err appears.When error message exist, they are displayed here.

76 No emergency mode The travel measuring system of the positioner has aself-monitoring function (see Code 62).An emergency mode (open-loop control) is not available forcertain actuators, such as double-acting actuators. In this case,the positioner changes to the fail-safe position (SAFE) when ameasuring error occurs. During the initialization, the positionerchecks whether the actuator has such a function or not.

Status classification [No message]

Recommended action Merely information, confirm, if necessary.No further action necessary.

77 Program loading errorAdditional alarm at the faultalarm output

When the positioner starts operation for the first time after the in-put signal has been applied, it carries out a self-test (tEStinG runsacross the display).If the positioner loads the wrong program, the valve moves to thefail-safe position. It is not possible to make the valve leave thisfail-safe position again.


Recommended action Interrupt current and restart positioner.Otherwise, return the positioner to SAMSON AG for repair.

78 Options parameter Errors in options parameters



98 EB 8384-2 EN

Code list

Diagnosis errors


79 Extended diagnostics Messages are generated by the extended EXPERTplus diagnostics(refer to EB 8389 EN on EXPERTplus valve diagnostics)

Status classification Maintenance required (cannot be classified)

80 Diagnostic parameters Errors that are not critical for control.

Status classification Maintenance required (cannot be classified)

Recommended action Confirm error.Check and, if necessary, perform a new reference test

81 Reference graphs An error occurred during plotting the reference graphs for drivesignal y steady-state or drive signal y hysteresis.• Reference test was interrupted• Reference line for drive signal y steady-state or drive signal y

hysteresis was not adopted.Error messages are saved in a non-volatile memory. They cannotbe reset.


Recommended action Check and, if necessary, perform a new reference test

EB 8384-2 EN 99

Code list

15 Settings in TROVIS-VIEW software

15.1 General

The TROVIS-VIEW software allows various smart SAMSON devices to be configured over acommon operator interface. It consists of the operator interface, communication server, andthe device-specific module. The software has a Windows Explorer® look and feel.The entire configuration of the positioner can be performed over the TROVIS-VIEW Configu-ration and Operator Interface.

The TROVIS-VIEW software is available in Internet (http://www.samson.de) in Services >Software > TROVIS-VIEW. The software can also be supplied on a CD-ROM on request.

Note: The following instructions include a description on the key functions of theTROVIS-VIEW software in conjunction with Type 3730-2 Positioner. Refer to the online helpin the ? menu for a detailed description.

15.1.1 System requirements

Hardware requirements

� PC with Pentium II processor or equivalent (300 MHz or higher), 500 MHz recommended� Serial interface and USB/RS-232 adapter� Min. 96 MB RAM, 192 MB RAM recommended� Min. 150 MB free hard disk space plus approx. 15 to 20 MB additional hard disk space

per SAMSON module� SVGA graphic card (min. 800 x 600)� CD-ROM drive

Software requirements

� Operating system: Windows® 2000 (min. SP2), Windows® XP, Windows® Vista,Windows® 7

� Microsoft.NET Framework Version 2.0 or higher (included on the installation CD-ROM)� Internet browser: Microsoft Internet Explorer

Accessories

� Serial interface adapter, order no. 1400-7700(SAMSON SSP interface/RS-232 port of computer)

� Isolated USB interface adapter, order no. 1400-9740(SAMSON SSP interface/USB port of computer)

100 EB 8384-2 EN

Settings in TROVIS-VIEW software

15.2 Installing TROVIS-VIEW software

1. Run setup.exe to install the program.

Installing the program from the downloaded ZIP file:Download and unzip the ZIP file on your system before starting the installation.Installing the program from a CD-ROM:Once inserted, the CD-ROM starts the installation program automatically, depending on theconfiguration of the operating system. You do not need to run the setup.exe.

2. Follow the on-screen prompts and instructions of the installation program.

EB 8384-2 EN 101


15.3 Starting TROVIS-VIEW and performing basic settings

You can perform the settings in TROVIS-VIEW either when the positioner is connected (on-line) to the computer or not connected (offline).

Note: When the positioner is not connected, the default settings appear on the operator in-terface or, alternatively, a stored TROVIS-VIEW file (*.tro) can be loaded and overwritten byselecting Open in the File menu.

1. Start TROVIS-VIEW. The operator interface appears with menubar and toolbar as well asvarious folders.

2. In Options menu, select Language tochange the interface language.

3. Select Customer data in, Edit menu toenter data relevant to the plant, e. g.project name, plant location, operator.

4. Select Load Factory Defaults in Editmenu if you want to load default settings(see code list in section 14) onto the op-erator interface.

102 EB 8384-2 EN


5. Set the communications port for datacommunication. Proceed as follows:

� Connect the port (RS-232 or USB) of thecomputer using the correspondingadapter to the SAMSON SSP interfaceof the positioner.

� Select Communications in Options menuto open the server settings window. ClickServer settings button.

� Check Local connection and Auto-matically local connect boxes and clickOK button to confirm server settings.The Communication window reappears.

� Click Port settings button.� The settings window opens and

State: not yet searched appears in theAutomatic detection field.Click Start button.TROVIS-VIEW has found the positionerwhen State: Device found on COM ....appears.

� Click on OK button twice to confirm set-tings.

6. If required, enter the type, date andselectable parameters which are used toautomatically create the TROVIS-VIEWfile name.The file name created in this way ap-pears on saving a TROVIS-VIEW file(e.g. VIEW3_3730_2.tro) and can beadopted or altered.

EB 8384-2 EN 103


Converting the software version

The TROVIS-VIEW software version must match the firmware of the positioner.

On exchanging data between the positioner and TROVIS-VIEW, the software automaticallychecks whether the versions are compatible and, if necessary, converts the data.

If you want to adapt the firmware version without exchanging any data, proceed as follows:

1. Select Convert in the File menu.A window with a drop-down list of allthe available firmware versions appears.

2. Select the corresponding version.3. Click on OK button to confirm the se-

lected version.

15.4 Data transmission

Settings performed in the operator interface can be made both when the positioner is con-nected or not connected. When the positioner is connected, data uploaded from thepositioner can be overwritten.The default setting appear on the operator interface when no positioner is connected. Astored TROVIS-VIEW file (*.tro) can be loaded and overwritten by selecting Open in the Filemenu.

Connection to the positioner can also be made by clicking the icons on the top right in thedevice toolbar:

Data from the positioner are uploaded and shown in the operator interface.

The complete set of data is downloaded to the positioner from the operator interface.To transfer individual parameters, open the corresponding context-sensitive menu. SelectWrite to just download the selected parameter, refer to section 15.4.3.The positioner is in the online mode, indicated by the TROVIS-VIEW 3 logo on the topright in blue.The positioner is in the offline mode.

The listed functions can be activated in the Device menu.

104 EB 8384-2 EN


Note: Perform the electrical connection as described in section 5.2 first before downloadingany data to the positioner.

15.4.1 Offline operation (indirect data transmission)

In offline mode, there is no constant data communication between the computer andpositioner. Communication must first be established to upload data from the positioner anddownload data to the positioner.

� Downloading data to the positioner: Select Download to the device in Device menu totransfer data to the positioner. The control task is implemented after data are downloadedfrom TROVIS-VIEW.

� Uploading data from the positioner: Select Upload from device in Device menu to trans-fer all the data from the positioner. Uploaded data are indicated in TROVIS-VIEW by the

icon.

Note:Data transmission can also be performed by clicking the icons in the device toolbar:click to download data from TROVIS-VIEW to the positioner and, click to upload datafrom the positioner and to display them in TROVIS-VIEW.

15.4.2 Online operation (direct data transmission)

The positioner and TROVIS-VIEW are constantly connected in online operation. Current con-figuration and operating data are uploaded from the positioner cyclically and displayed inTROVIS-VIEW. Likewise, any settings performed in TROVIS-VIEW are directly transferred tothe positioner.

� Activate online operation: Select Online in Device menu to activate online mode.In online mode, on the device toolbar is animated.

� Deactivate online operation: Select Online in Device menu while the online mode is acti-vated. The online mode is canceled.

Note: Alternatively, click on the device toolbar to activate and deactivate online opera-tion.

EB 8384-2 EN 105


Operational data graphs (Trend Viewer)In online mode, process data (positioning value TRD, actual valve position and set pointdeviation [e]) are plotted in a graph over time. Select Trend Viewer in the View menu. Youcan modify the graphs, for example, by adding data points that should be recorded, or evenremove data points. Right-click on the graph to save the analysis in a file.

Note: Drag and drop other data points in the Trend Viewer to add them.

15.4.3 Setting parameters

Properties of data points are indicated by icons on clicking on a folder:

Icon Meaning

Data cannot be changed

Data can be changed

Data point can be executed

Data point is user-defined

Mark to indicate status/error

Value has exceeded maximum limit

Value has fallen below minimum limit

Source of data:

Value has been modified manually

Value has been uploaded from the positioner.In online mode, X in the icon indicates a value has been updated.

Value originates from a stored file

Parameters are data points whose settings can be changed. They are marked by the icon.Their settings can be made either in online or offline mode.

106 EB 8384-2 EN


1. Click on one of the folders in the left tree directory to view the parameter settings on theright. Place the cursor over a data point to open a tool tip providing more information onthe parameter.

2. Double-click the required parameter to open a pop-up window to modify parameter set-ting.

Right-click the required parameter to open pop-up window to modify parameter settings:Modify Opens pop-up window to modify parameter settings.Read Uploads parameter value from device.Write Downloads parameter value to device.Default: ... Resets parameter to default setting (setting in gray to indicate that the

parameter value is the same as the default setting)Min … Set parameter to the displayed minimum value.Max … Set parameter to the displayed maximum value

Note: Refer to the code list (section 14 on page 75 onwards) for descriptions of each param-eter. The code number assigned to a parameter is listed in the Comment column inTROVIS-VIEW.

EB 8384-2 EN 107


15.5 Initializing the positioner

Initializing the positioner is only possible in TROVIS-VIEW when the positioner has been at-tached properly to the control valve and has been connected (see sections 4 and 5). Thepositioner must be connected to the computer over the serial interface adapter.

NOTICEDuring the initialization, the control valve moves through its entire travel/angle of rotationrange. Therefore, do not start initialization while a process is running, but only duringstart-up, when all shut-off valves are closed.

Initialization using the Start Up Wizard

1. Start the Start Up Wizard by clicking the button.2. Follow the on-screen prompts.

Manual initialization

1. Set the parameters in the Positioner folder (> Start-up).

2. Enter the required initialization mode: Maximum range (MAX), nominal range (NOM),manually selected range (MAN), substitute calibration (SUB) in the Positioner folder(> Start-up-> Initialization).

108 EB 8384-2 EN


3. Start initialization by right-clicking Initializationand selecting Execute.How long the initialization procedure lastsdepends on the actuator transit time and maytake a few minutes.

EB 8384-2 EN 109


15.6 Status classification

Messages are classified in the positioner with a status when an error occurs. States include“Maintenance alarm“, “Maintenance required“, “Maintenance demanded “, “Out of specifi-cation“ and “No message“.

� Maintenance alarmThe positioner cannot perform its control task due to a functional fault in the device or inone of its peripherals or an initialization has not yet been successfully completed.

� Maintenance requiredThe positioner still performs its control task (with restrictions). A maintenance demand orabove average wear has been determined. The wear tolerance will soon be exhausted oris reducing at a faster rate than expected. Maintenance is necessary in the medium term.

� Maintenance demandedThe positioner still performs its control task (with restrictions). A maintenance demand orabove average wear has been determined. The wear tolerance will soon be exhausted oris reducing at a faster rate than expected. Maintenance is necessary in the short term.

� Out of specificationThe positioner is operated out of specification.

� No messageWhen this classification is active, it does not have any affect on the condensed state.

You can change the status classification in the Positioner folder (> Error control > Classifica-tion report).

110 EB 8384-2 EN


Status classification of a single message TROVIS-VIEW3

Maintenance alarm red

Maintenance required/demanded blue

Out of specification yellow

No message white

To provide a better overview, the classified messages are summarized in a condensed statewhich is made up from a summary of all classified positioner messages.

The condensed state appears in TROVIS-VIEW3 on the right-hand side of the info bar and inthe Diagnosis folder (> Status messages). The Diagnosis folder (> Status messages) indicateswhich errors are responsible for setting the condensed state.

Note: Condensed state and status messages are marked with in TROVIS-VIEW3 until theyare read out.

The reading of the condensed state is as follows:

EB 8384-2 EN 111


Condensed state TROVIS-VIEW3 Positioner display

Maintenance alarm red

Maintenance required/Maintenance demanded blue

Function check orange Text, e.g.tESting, TunE or tESt

Out of specification yellow blinking

No message green

16 Dimensions in mm

112 EB 8384-2 EN

Dimensions in mm

40

34

210

2814

80164 Output (38) Supply (9)

86

70

15

46

34 70

7028

Schild

58

58

Fig. 23a · NAMUR and direct attachment

Direct attachment

Attachment acc. to IEC 60534-6

Lever mmS = 17M = 50L = 100XL = 200

Pressure gaugebracket or connecting plate External

position sensor

M20 x 1.5

EB 8384-2 EN 113

Dimensions in mm

5686

13080

166

3086

Ø 101

80

52 Output Y1

Output Y2

Supply (9)Output Y1

Output Y2

Reversing amplifier(optional)*

A1 Z

A2

Output A1

Output A2

Supply (9)

50 80

58

130

495979

76

50

150Connectingplate G ¼or ¼ NPT

Heavy-duty version

Light version

* Reversing amplifier

– Type 3710 (see drawing of heavy-duty version fordimensions)

– 1079-1118/1079-1119, no longer available(see drawing of light version for dimensions)

Reversing amplifier(optional)*

Fig. 23b · Attachment to rotary actuators VDI/VDE 3845 (Sept. 2010), level 1, size AA1 to AA4

16.1 Fixing levels according to VDI/VDE 3845 (September 2010)

114 EB 8384-2 EN

Dimensions in mm

A

M6

C

B

25

Mmin

Ød

ØD

Level 2 (bracket surface)

Level 1 (actuator surface)

Actuator

Dimensions in mm

Size A B C �d Mmin �D*

AA0 50 25 15 5.5 for M5 66 50

AA1 80 30 20 5.5 for M5 96 50

AA2 80 30 30 5.5 for M5 96 50

AA3 130 30 30 5.5 for M5 146 50

AA4 130 30 50 5.5 for M5 146 50

AA5 200 50 80 6.5 for M6 220 50

* Flange type F05 according to DIN EN ISO 5211

17 Valve characteristic selection

The characteristics that can be selected in Code 20 are shown in following in graph form.

Note: A characteristic can only be defined (user-defined characteristic) using a workstation/operating software (e.g. TROVIS-VIEW).

Linear (select characteristic: 0)

Equal percentage (select characteristic: 1) Rev. equal percentage (select characteristic: 2)

EB 8384-2 EN 115

Valve characteristic selection

0

50

100

0 50 100

Travel/ angle of rotation [%]

Reference variable [%]

0

50

100

0 50 100



0

50

100

0 50 100



SAMSON butterfly valve linear(select characteristic: 3)

SAMSON butterfly valve equal percentage(select characteristic: 4)

VETEC rotary plug valve linear(select characteristic: 5)

VETEC rotary plug valve equal percentage(select characteristic: 6)

Segmented valve ball linear(select characteristic: 7)

Segmented ball valve equal percentage(select characteristic: 8)

0

50

100

0 50 100



0

50

100

0 50 100


Reference variable [%]0

50

100

0 50 100



0

50

100

0 50 100



0

50

100

0 50 100



0

50

100

0 50 100



EB 8384-2 EN 117

118 EB 8384-2 EN

EB 8384-2 EN 119

120 EB 8384-2 EN

EB 8384-2 EN 121

122 EB 8384-2 EN

EB 8384-2 EN 123

124 EB 8384-2 EN

EB 8384-2 EN 125

126 EB 8384-2 EN

EB 8384-2 EN 127

128 EB 8384-2 EN

EB 8384-2 EN 129

130 EB 8384-2 EN

EB 8384-2 EN 131

132 EB 8384-2 EN

EB 8384-2 EN 133

134 EB 8384-2 EN

EB 8384-2 EN 135

136 EB 8384-2 EN

EB 8384-2 EN 137

138 EB 8384-2 EN

EB 8384-2 EN 139

SAMSON AG · MESS- UND REGELTECHNIKWeismüllerstraße 3 · 60314 Frankfurt am Main · GermanyPhone: +49 69 4009-0 · Fax: +49 69 4009-1507Internet: http://www.samson.de EB 8384-2 EN S/

Z20

12-08

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