The intelligent positioner SRD991 is designed to operate pneumatic valve actuators and can be operated from control
systems, controllers or PC-based configuration and operational tools, such as FDT/DTM Software. The positioner is available
with different communication protocols. The multi-lingual full text graphical LCD in connection with the three push-buttons
allows a comfortable and easy local configuration and operation as well as the display of valve specific data, and status and
diagnostic messages.
DEVICE FEATURES
• Autostart with self-calibration
• Self diagnostics, status and diagnostic messages
• Easy operation with three keys
• Multi-Lingual full text graphical LCD, or LEDs
• VALcare or Valve Monitor DTM for valve diagnostics and predictive maintenance
With Communication
• HART, FOUNDATION Fieldbus H1, PROFIBUS-PA, FoxCom
• Configuration by means of local keys, handheld terminal (HART), PC or I/A Series system or with a infrared interface by
means of IRCOM
Without Communication
• Input signal 4…20 mA
Common Features
• Stroke 8…260 mm (0.3…10.2 in.) with standard lever; larger stroke with special lever
• Angle range up to 95° (up to 300° on request)
• Supply air pressure up to 6 bar (90 psig), with spool valve up to 7 bar (105 psig)
• Single or double-acting
• Mounting on linear actuators according to NAMUR
◊ IEC 50534-6-1
◊ VDI/VDE 3847
• Mounting on rotary actuators according to VDI/VDE 3845 or IEC60534-6-2
• Protection class IP 66 and NEMA 4X
• Approved for SIL applications
• Explosion protection: Intrinsic safety according to ATEX and FM/CSA
Repair and maintenance operations must be carried out by qualified personnel!
Page 7 August 2014POS-UM-00010-EN-03
Labels
LABELS
A Nameplate
B Nameplate
C Warning labels, terminal wiring,key and
LED-designation
D Brief description inside cover
Page 8 August 2014POS-UM-00010-EN-03
Unpacking & Inspection
UNPACKING & INSPECTION
Upon opening the shipping container, visually inspect the product and applicable accessories for any physical damage such
as scratches, loose or broken parts, or any other sign of damage that may have occurred during shipment.
OTE:NIf damage is found, request an inspection by the carrier’s agent within 48 hours of delivery and file a claim with the
carrier. A claim for equipment damage in transit is the sole responsibility of the purchaser.
Installation and startup of instrument to be carried out only by qualified personnel, familiar with installation and start-up
procedures and operation of this product!
SAFETY INFORMATION
The installation of this product must comply with all applicable federal, state, and local rules, regulations, and codes.
Failure to read and follow these instructions can lead to misapplication or misuse of the product, resulting in personal injury
and damage to equipment.
Accident Prevention
The connected instrument contains mechanically moved parts, such as feedback levers, which could cause injuries. The
operators have to be instructed accordingly.
Electrical Safety
• This instrument satisfies the conditions for safety class III, overvoltage category I according to EN 61010-1 or IEC1010-1.
• Any work on electrical parts must be done by qualified personnel if any supply is connected to the instrument. The
instrument must be used for its designated purpose and connected in accordance with its connection diagram.
• Locally applicable installation regulations for electrical equipment must be observed, e.g. in the Federal Republic of
Germany DIN VDE 0100 resp. DIN VDE 0800.
• The instrument must be operated with safety extra low voltage SELV or SELV-E.
• Safety precautions taken in the instrument may be rendered ineffectual if the instrument is not operated in accordance
with the Master Instructions.
• Limitation of power supplies for fire protection must be observed due to EN 61010-1, appendix F or IEC 1010-1.
SUMMARY HART AND 4…20 MA WITHOUT COMMUNICATION
Mounting to Actuator (Valve)
The SRD991 can be mounted to linear or rotary actuators.
Connection and Startup
When connecting the supply air and applying a current source to the input terminals, pay attention to polarity. An initial
startup required no additional equipment.
Use the local push-buttons to change basic parameters such as type of actuator, side of installation, valve opens/closes with
increasing setpoint value, and characteristics curve of the valve (values set ex-factory: stroke actuator, mounting side: left,
valve opens with increasing setpoint value, linear characteristics curve).
Thereafter, an AUTOSTART can be performed during which the SRD991 determines independently the geometric data of the
actuator as well as control parameter, to ensure an optimized operation with the attached valve.
HART version:
The positioner can be operated either locally or via handheld terminal or PC (via modem).
Page 9 August 2014POS-UM-00010-EN-03
Summary – Hart and 4…20 mA without Communication
System Conguration
Version 4…20 mA without communication: Connection as traditional point-to-point connection according to the known
regulations of the measuring & control techniques.
HART version: When using ‘Communication’ (an AC signal which modulates on the 4-20 mA signal), make sure the
connected outputs, buffer amplifier and barriers are compatible with the frequency ranges used. In addition to the load,
the AC impedance requirements must be met. Therefore, it is recommended that only the specified amplifier, barrier and
configuration device be used.
To prevent crosstalk between lines and reduce disturbances through electromagnetic influences, use twisted-pair shielded
lines with a diameter of AWG 22…14 (0.3…2.5 mm2) and a maximum capacity of 100 pF/m.
The line capacities and connected devices may not exceed the maximum values listed for a particular HART protocol.
All components that are connected to the SRD in an explosion hazardous area require an Ex-Approval. The applicable limit
values must not be exceeded. Comply with the limit values when connecting additional capacitances, inductances, voltage or
current sources.
Page 10 August 2014POS-UM-00010-EN-03
Summary – Foundation Fieldbus
SUMMARY FOUNDATION FIELDBUS
Mounting to Actuator (Valve)
The SRD991 can be mounted to linear or rotary actuators.
Connection and Startup
When connecting the supply air and applying a current source to the input terminals, pay attention to polarity. An initial
startup required no additional equipment.
Use the local push-buttons to change basic parameters such as type of actuator, side of installation, valve opens/closes with
increasing setpoint value, and characteristics curve of the valve (values set ex-factory: stroke actuator, mounting side: left,
valve opens with increasing setpoint value, linear characteristics curve).
Thereafter, an AUTOSTART can be performed during which the SRD991 determines independently the geometric data of the
actuator as well as control parameter, to ensure an optimized operation with the attached valve.
Bus Connection
The SRD 991 in the version FOUNDATION Fieldbus is bus compatible, which means that to a 2-core lead, the instruments have
to be attached in parallel according to IEC 1158-2. The lead serves as voltage feeder as well as for digital communication.
A FOUNDATION Fieldbus can consist of one or several segments, each with an individual length of up to 1900 meters. An
Ex-barrier should not be further than 100 meters from a bus terminal. To a segment up to 32 instruments can be attached.
A maximum of up to 240 instruments can be addressed (including repeater = connector of segments). To activate each
instrument individually, an individual address has to be entered.
From the factory, the address 29h (41) is always stored. This address can be changed automatically with the NI-Configurator.
System Integration
With the NI-Configurator changes in the configuration of the SRD991 can be carried out. The required files (*.FFO, *.SYM,
*.CFF) can be downloaded from the Internet by path
http://www.foxboro-eckardt.com/products/srd991_en.html.
Page 11 August 2014POS-UM-00010-EN-03
More informations about FOUNDATIONFieldbus seewww.fieldbus.org
Summary – Probus-PA
SUMMARY PROFIBUSPA
Mounting to Actuator (Valve)
The SRD991 can be mounted to linear or rotary actuators.
Connection and Startup
When connecting the supply air and applying a current source to the input terminals, pay attention to polarity. An initial
startup required no additional equipment.
Use the local push-buttons to change basic parameters such as type of actuator, side of installation, valve opens/closes with
increasing setpoint value, and characteristics curve of the valve (values set ex-factory: stroke actuator, mounting side: left,
valve opens with increasing setpoint value, linear characteristics curve).
Thereafter, an AUTOSTART can be performed during which the SRD991 determines independently the geometric data of the
actuator as well as control parameter, to ensure an optimized operation with the attached valve.
Page 12 August 2014POS-UM-00010-EN-03
More informations about PROFIBUS see www.profibus.com
1)
Summary – Probus-PA
Bus Connection
The SRD 991 PROFIBUS-PA version is bus compatible, which means that to a 2-core lead the instruments have to be attached
in parallel according to IEC 1158-2. The lead serves as voltage feeder as well as for digital communication. To activate each
instrument individually, an individual address has to be entered.
From the factory the address 126 is always stored 1); Since this address cannot be used during operation, a new address has to
be entered in every instrument. This can be done via the local keys, with the FDT/DTM software or a commercial configurator.
To a PROFIBUS-PA-segment with a length of up to 1900 meters, up to 32 instruments can be attached. A maximum of up to
126 instruments can be addressed with PROFIBUS.
System Integration
During operation the SRD991 will communicate with a PROFIBUS master class 1. The required GSD-file (“instrument-specific
dates”) can be downloaded from the Internet by path
http://www.foxboro-eckardt.com/products/srd991_en.html.
as per profile 3.0
Page 13 August 2014POS-UM-00010-EN-03
Summary – FoxCom (Digital)
SUMMARY FOXCOM DIGITAL
Mounting to Actuator (Valve)
The SRD991 can be mounted to linear or rotary actuators.
Connection and Startup
When connecting the supply air and applying a current source to the input terminals, pay attention to polarity. An initial
startup required no additional equipment.
Use the local push-buttons to change basic parameters such as type of actuator, side of installation, valve opens/closes with
increasing setpoint value, and characteristics curve of the valve (values set ex-factory: stroke actuator, mounting side: left,
valve opens with increasing setpoint value, linear characteristics curve).
Thereafter, an AUTOSTART can be performed during which the SRD991 determines independently the geometric data of the
actuator as well as control parameter, to ensure an optimized operation with the attached valve.
FoxCom version:
The positioner can be operated either locally, via PC, or via I/A Series System (FoxCom).
System conguration
When using ‘Communication’ (a digital signal with constant amplitude), make sure the connected outputs, buffer amplifier
and barriers are compatible with the frequency ranges used. In addition to the load, the AC impedance requirements must be
met. Therefore, use only the specified amplifier, barrier and configuration device.
To prevent crosstalk between lines and reduce disturbances through electromagnetic influences, use twisted-pair shielded
lines with a diameter of AWG 22–14 (0.3…2.5 mm2) and a maximum capacity of 100 pF/m.
The line capacities and connected devices may not exceed the maximum values listed for a particular FoxCom protocol.
All components connected to the SRD in an explosion hazardous area require an Ex-Approval. The applicable limit values
must not be exceeded. Comply with the limit values when connecting additional capacitances, inductances, voltages
and currents.
Page 14 August 2014POS-UM-00010-EN-03
Method of Operation
METHOD OF OPERATION
General
The intelligent positioner SRD991 1 and the pneumatic actuator 2 form a control loop with the setpoint value w (from master
controller or control system), the output pressure y and the position x of the actuator on valve 3.
Figure 1: Fieldbus version
For the supply air, use a filter regulator.
Page 15 August 2014POS-UM-00010-EN-03
sAir supply 1.4... 6 bar (20... 90 psig)
Method of Operation
The positioner can be attached to both linear and rotary actuators.
Actuators with spring force are controlled by a single acting positioner. Actuators without spring force are controlled by a
double acting positioner.
HART or FoxCom version:
The positioner can be operated locally by means of local keys or a handheld terminal, or remotely via PC-based configuration
or a corresponding control system.
PROFIBUS-PA or FOUNDATION Fieldbus version:
The positioner can be operated locally by means of local keys, remotely via a corresponding control system, or can be
operated via PC-based configuration and operating tools.
Block Diagram
Input (w) each
acc.to version:
Analog operation
•
4...20mA
(+FSK)
• Digital operation
FSK
13...36 VDC
• Bus input
y
1
y
2
Output
pressure
to actuator
xPosition
of actuator
Operation
With the intelligent positioner with input signal 4-20 mA or superimposed HART signal, the supply takes place via the power
signal adjacent to the input.
By means of voltage converter 7, derivation of the internal supply of the electronics takes place. The power value is measured,
in A/D transformer 9 converted, and directed via switch 10 to digital controller 11.
With PROFIBUS-PA or FOUNDATION Fieldbus, the SRD is powered by means of the bus cable. The positioner is operated
from a control system by sending a setpoint (setpoint value) to the positioner. The digital signal is directed via the interface
component 8 to the digital controller 11. By means of the voltage converter 7 the internal supply of the electronics is
established, fed via the bus cable.
With FoxCom digital operation, a DC voltage is provided at input w. On this voltage an FSK signal is modulated. The
modulation contains information, such as setpoint value, sent digitally to the control unit 11 across the FSK unit 8.
The output of controller 11 drives the electro-pneumatic converter (IP-module) 12, controlling a pre-amplifier 13, the
single acting (or double acting) pneumatic power amplifier 14. The output of the amplifier 14 is the output pressure y to
the actuator.
The pneumatic amplifiers are supplied with supply air 1.4…6 bar (20…90 psig).
The position x of the actuator is sent to the control unit 11 by the position sensor (conductive plastic potentiometer) 15.
Optional gauges 16 , pressure sensors 19 , 20 , inputs / outputs 21 (two binary outputs; a 4…20 mA output and alarm;
control inputs for ‘Open/Close’ and ‘Hold last value’) enable additional diagnostic indications and possible intervention. The
mechanical limit switch 22 (optional) enables independent alarm signals.
Page 16 August 2014POS-UM-00010-EN-03
Operating Modes
Adjusting and startup of the positioner, as well as the demand for internal information, can be made using the local keys 17
with indication given by LCD, 18 or LEDs.
OPERATING MODES
Operation of the positioner is divided into individual operating modes. Operating modes may change depending on, for
example, key commands or internal calculations. The different operating modes are described in abbreviated form below.
Initialize
Upon powerup or reset (pressing the 3 keys simultaneously), several self-tests are conducted. Individual steps in the self-test
process are indicated by the LCD or green LEDs.
If no error occurs, the device moves to OUT OF SERVICE, if it is still in a delivery condition; AUTOSTART has to be performed. If
AUTOSTART was done already, the device will go to IN OPERATION.
If faults are detected, the code of the faulty self-test will remain. If error occurs again after reset, the device is probably
defective and should be sent in for repair.
Device Fault
In the event that the LCD shows a message (or red LED lights up constantly and all green LEDs are off), a device fault is
signaled. These faults are detected during cyclical self-test.
The device can no longer be operated. This could be caused by a jammed menu key or defective program memory.
If a device error occurs repeatedly, the device should be sent in for repair.
In Operation
After performing an AUTOSTART, the device moves to IN OPERATION and will always, even after restarting or resetting, move
back to the safety position (de-energized valve position) or FAILSAFE. If setpoint values are fed via communication, the SRD
will go to IN OPERATION.
Failsafe
With FF H1 and Profibus PA Communication
Positioner carries out actions as configured in menu “failure handling”. Additionally, the cyclical self-diagnosis takes place.
If the instrument is IN OPERATION, but no setpoint values arrive via communication, the SRD will go to FAILSAFE mode, after a
defined time period; either with
• maintaining last value
• output pressureless, or
• with predetermined position.
As soon as setpoint values arrive via communication again, the instrument is immediately back IN OPERATION.
Out of Service
The SRD991 as delivered is configured to remain OUT OF SERVICE after powerup until moving to IN OPERATION via the
manually initiated function AUTOSTART.
In the device state OUT OF SERVICE, the menu entering mode remains active at all times. If a device has been IN OPERATION
already and is removed from an actuator and mounted to another, it is recommended to take the device out of operation via
RESET CONFIG (Menu 9.1) prior to disconnecting the device from the first actuator.
This enables the next actuator to be started in the delivered condition (see “Startup”).
Calibrate
During an AUTOSTART function the device is in condition CALIBRATION. The actuator is moved up- and downward several
times, and the device could be busy for a few minutes. Subsequently, the device moves to IN OPERATION.
Page 17 August 2014POS-UM-00010-EN-03
Operating Modes
Message
The SRD991 continuously supervises important device functions. In the event that limit values are exceeded or operational
problems occur, messages are signaled via the LCD or the special LED blinking mode.
The message with the highest priority will be indicated first. With key DOWN additional messages can be called up, with
key UP the measuring values can be retrieved. It is possible at all times to reach the menu by pressing the menu keys to
possibly eliminate the problem by performing suitable menu functions. Further references may be found in chapter “Troubleshooting”.
Simulate (Foundation Fieldbus Version Only)
During function IN OPERATION, the valve position queried via the communication, can be simulated with a value that has
been entered via communication into the instrument during position SIMULATION. Thereby the positioner continues with
normal operation and regulates to the ”accurate” set value.
For the SRD, this function has to be additionally released or blocked via menu 10.
LCD description, definition of the LEDs and possible operator interventions are described in “Startup” on page 39.
Page 18 August 2014POS-UM-00010-EN-03
FUNCTIONAL DESIGNATIONS
10
11
12
13
14
15
4) Depending on theversion,the device is equipped with or withoutLEDs
3a Screw terminals1)for additional inputs/outputs
3b Test socketsØ2mm, integrated in terminalblock
4 Ground connection
5 Female threadG)1/4 -18 NPT or outputI(y1)
6 Female threadG)1/4 -18 NPT for air supply (s)
7 Female thread
G)
1/4 -18 NPT or outputII (y2)
8 Direct attachment holefor outputI(y1)
9 Feedback shaft
Connection manifold forattachment to stroke actuators
(not withVDI/VDE 3847 version)
Connection base forattachment to rotary actuators
Travel indicator
Key UP
Key DOWN
Key M (Menu)
16 Status display(1red LED, 4 green LEDs)
16a LCD withtruetext in 3different languages
19 Fixing shaftfor limit switch
20 Coverwith window to 12
Air vent, dust and water protected
21
22 Data label
23 Tipjacks
2)
Ø2mm forcurrent measurement
24 Switch2)for currentmeasurement
25 Tipjacks2)Ø2mm forcommunication
26 Arrow is perpendicular to shaft 9 at angle 0 degree
27 Ball valvefor protection class NEMA 4X
28 High cover withbuilt-in limit switch
29 Plug for service connector
3)
30 IrCom interface
G) With marked letter "G"inthe housing the pneumatic connecting threads
arecut as G1/4 instead of 1/4-18 NPT
1) Alternatively Cageclamps(WAGO) instead of screwterminals
When mounting, check theproper seating of theO-rings
Functional Designations
Pneumatic Accessories
andbolt on theaccessorieswiththe twoM8 bolts. Unused
outputs are closed by meansof plastic plugs.
ypes withG-threads instead of standard NPT-threads:
As LEXG-F, however withthread G1/4
As LEXG-G, however withthread G1/4
As LEXG-H, however withthread G1/2
independent of positioner:
from positioner to amplifier with tubes)
As LEXG-F1, however externally mounted
As LEXG-G1, however externally mounted
As LEXG-H1, however externallymounted
Page 20 August 2014POS-UM-00010-EN-03
Mounting to Actuators
MOUNTING TO ACTUATORS
NAMUR Mounting Linear Actuator, Left Side
Applicable to actuators with cast yoke or pillar yoke according to NAMUR (DIN IEC 534-6).
Mounting the positioner with pneumatic connections on the left side and electrical connections on the lower right side.
Figure 2: NAMUR mounting, left side
Attachment of the positioner to the actuator is made to the left using the mounting bracket and feedback lever for a NAMUR
mount. Use:
attachment kit EBZG -H for a cast yoke, or
attachment kit EBZG -K for a pillar yoke.
The side outputs I (or I and II) are used. The rear output I is closed by means of a lock screw 522 588 013.
Pneumatic connections: Do not use Teflon tape for sealant. The fine fibers could disturb the function of the SRD. Apply only
Loctite® #243 sealant to the male thread.
Screw-type glands for electrical connections are positioned on the lower or right side. Any unused threaded holes are closed
by plugs.
If housing cover has an air vent, this air vent must facedown when mounted.
Preparing the Positioner
Rotate the shaft stub of shaft 9 so that the flat on the shaft stub
is perpendicular to the arrow 26 on the housing at mid travel
range (detail see “Mounting Dimensions for Direct Mounting”).
Fasten the feedback lever A to the shaft by means of spring
washer and nut M8.
Figure 3: Feedback lever
Page 21 August 2014POS-UM-00010-EN-03
Mounting to Actuators
Preparing the Actuator
Screw the carrier bolt to the stem connector and lock it by means of a counter nut.
A carrier bolt with an adjustable length is used to be able to screw on various coupling pieces.
Figure 4: Carrier bolt
It consists of a stud S, which is screwed into the coupling piece K (with 3 mm Allen key) and locked with a lock nut M6. The
threaded sleeve H is screwed onto it and locked with a lock nut M6. Make sure that the bolt is adjusted to the right length!
Fasten the mounting bracket to the left side of the yoke. For a cast yoke use a screw M8 x 30, for a pillar yoke use two U-bolts
and four nuts.
Mounting of the Positioner
Fasten the positioner to the mounting bracket using two spring washers and two screws M8 x 80.
Note, the carrier bolt B is in the slot of the feedback lever A and the compensating spring F touches the carrier bolt.
Figure 5: Feedback lever
For optimum use of the positioner operating range, it is recommended that the arrangement is adjusted according to the
following procedure before fixing. At an actuator position in the middle of travel range, the feedback lever position should be
perpendicular to the actuator stem and the angle range should be between −10…10° and −45…45°.
Fasten the positioner to the mounting bracket so that a suitable angle range is selected.
It is recommended that the pneumatic and electrical connections are made after adjusting the position.
Page 22 August 2014POS-UM-00010-EN-03
NAMUR Mounting Dimensions – Left Side
LCD orientation canbe
changed by means of local
push buttons under Menu
9.9.2to„flipped“,to ensure
acorrect orientation of the
display.
Mounting to Actuators
Page 23 August 2014POS-UM-00010-EN-03
Mounting to Actuators
NAMUR Mounting Linear Actuator, Right Side
Right-side mounting is done if left-side mounting is not possible for structural reasons.
Applicable to actuators with cast yoke or pillar yoke according to NAMUR (DIN IEC 534-6).
Mounting the positioner with pneumatic connections on the right side and electrical connections on the left side.
Figure 6: NAMUR mounting, right side
Attachment of the positioner to the actuator is made to the right using the mounting bracket and feedback lever for a
NAMUR mount. Use:
attachment kit EBZG -H for a cast yoke, or
attachment kit EBZG -K for a pillar yoke.
The side outputs I (or I and II) are used. The rear output I is closed by means of a lock screw 522 588 013.
Pneumatic connections: Do not use Teflon tape for sealant. The fine fibres could disturb the function of the SRD. Apply only
Loctite® #243 sealant to the male thread.
Screw-type glands for electrical connections are positioned on the left side. Any unused threaded holes are closed by plugs.
If housing cover has an air vent, this air vent must facedown when mounted.
Preparing the Positioner
Rotate the shaft stub of shaft 9 so that the flat on the shaft stub
is perpendicular to the arrow 26 on the housing at mid travel
range (detail see “NAMUR Mounting Dimensions – Right Side”).
Fasten the feedback lever A to the shaft by means of spring
washer and nut M8.
Figure 7: Feedback lever
Page 24 August 2014POS-UM-00010-EN-03
Mounting to Actuators
Preparing the Actuator
Screw the carrier bolt to the stem connector and lock it by means of a counter nut.
A carrier bolt with an adjustable length is used to be able to screw on various coupling pieces.
Figure 8: Carrier bolt
It consists of a stud S, which is screwed into the coupling piece K (with 3 mm Allen key) and locked with a lock nut M6. The
threaded sleeve H is screwed onto it and locked with a lock nut M6. Make sure that the bolt is adjusted to the right length!
Fasten the mounting bracket to the left side of the yoke. For a cast yoke use a screw M8 x 30, for a pillar yoke use two U-bolts
and four nuts.
Mounting the Positioner
Fasten the positioner to the mounting bracket using two spring washers and two screws M8 x 80.
Note, the carrier bolt B is in the slot of the feedback lever A and the compensating spring F touches the carrier bolt.
Figure 9: Feedback lever
For optimum use of the positioner operating range, it is recommended the arrangement be adjusted according to the
following procedure before fixing. At an actuator position in the middle of travel range, the feedback lever position should be
perpendicular to the actuator stem and the angle range should be between −10…10° and −45…45°.
Fasten the positioner to the mounting bracket so that a suitable angle range is selected.
It is recommended that the pneumatic and electrical connections are made after adjusting the position.
Page 25 August 2014POS-UM-00010-EN-03
Mounting to Actuators
NAMUR Mounting Dimensions – Right Side
Mounting bracket,feedback lever and
carrier bolt
Page 26 August 2014POS-UM-00010-EN-03
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