The following instructions are designed to assist in unpacking, installing and performing maintenance as required on
FLOWSERVE products. Product users and maintenance personnel should thoroughly review this bulletin prior to
installing, operating or performing any maintenance. In most cases FLOWSERVE valves, actuators and accessories are
designed for specific applications (e.g. with regard to medium, pressure, temperature). For this reason they should not be
used in other applications without first contacting the manufacturer.
1.2 Terms concerning safety
The safety terms DANGER, WARNING, CAUTION and NOTE are used in these instructions to highlight
particular dangers and/ or to provide additional information on aspects that may not be readily apparent.
DANGER: indicates that death, severe personal injury and/or substantial property damage will occur if proper
precautions are not taken.
WARNING: indicates that death, severe personal injury and/or substantial property damage can occur if proper
precautions are not taken.
CAUTION: indicates that minor personal injury and/or property damage can occur if proper precautions are
not taken.
NOTE: indicates and provides additional technical information, which may not be very obvious even to
qualified personnel.
Compliance with other, not particularly emphasised notes, with regard to trans- port, assembly, operation
and maintenance and with regard to technical documentation (e.g. in the operating instruction, product documentation or
on the product itself) is essential, in order to avoid faults, which in themselves might directly or indirectly cause severe
personal injury or property damage.
1.3 Protective clothing
FLOWSERVE products are often used
in problematic applications (e.g. extremely high pressures, dangerous, toxic or corrosive mediums). In particular
valves with bellows seals point to such applications. When performing service, inspection or repair operations always
ensure, that the valve and actuator are depressurised and that the valve has been cleaned and is free from harmful
substances. In such cases pay particular attention to personal protection (protective clothing, gloves, glasses etc.).
2
1.4 Qualified personnel
Qualified personnel are people who, on account of their training, experience and instruction and their knowledge of relevant standards, specifications, accident prevention regulations and operating conditions, have been authorised by
those responsible for the safety of the plant to perform the necessary work and who can recognise and avoid possible
dangers.
1.5 Installation
DANGER: Before installation check the order-no, serial-no. and/ or the tag-no. to ensure that the valve/actuator
is correct for the intended application.
Do not insulate extensions that are provided for hot or cold services.
Pipelines must be correctly aligned to ensure that the valve is not fitted under tension.
Fire protection must be provided by the user.
1.6 Spare parts
Use only FLOWSERVE original spare parts. FLOWSERVE cannot accept responsibility for any damages that occur
from using spare parts or fastening materials from other manufactures. If FLOWSERVE products (especially
sealing materials) have been on store for longer periods check these for corrosion or deterioration before using these
products. Fire protection for FLOWSERVE products must be provided by the end user.
1.7 Service / repair
To avoid possible injury to personnel or damage to products, safety terms must be strictly adhered to. Modifying this
product, substituting non-factory parts, or using maintenance procedures other than outlined in this instruction could
drastically affect performance and be hazardous to personnel and equipment, and may void existing warranties.
Between actuator and valve there are moving parts. To avoid injury FLOWSERVE provides pinch-pointprotection in the form of cover plates, especially where side-mounted positioners are fitted. If these plates are removed for
inspection, service or repair special attention is required. After completing work the cover plates must be refitted.
Apart from the operating instructions and the obligatory accident prevention directives valid in the country of use, all
recognised regulations for safety and good engineering practices must be followed.
WARNING:
Before products are returned to FLOWSERVE for repair or service FLOWSERVE must be provided with a certificate
which confirms that the product has been decontaminated and is clean. FLOWSERVE will not accept
deliveries if a certificate has not been provided (a form can be obtained from FLOWSERVE).
1.8 Storage
In most cases FLOWSERVE products are manufactured from stainless steel. Products not manufactured from
stainless steel are provided with an epoxy resin coating. This means that FLOWSERVE products ar e well protected
from corrosion. Nevertheless FLOWSERVE products must be stored adequately in a clean, dry environment. Plastic
caps are fitted to protect the flange faces to prevent the ingress of fo- reign materials. If the positioner must be stored
outdoors, it is important that all the cover screws are tightened and that all connections and ports are properly sea- led.
Replace shipping plugs with proper plugs and do not leave ports open and facing upwards.
3
1.9 Valve and actuator variations
These instructions cannot claim to cover all details of all possible product variations, nor in particular can they prov-
ide information for every possible example of installation, operation or maintenance. This means that the
instructions normally include onl y the directions to be followed by qualified personal where the product is being used
for is defined purpose. If there are any uncertainties in this respect particularly in the event of missing product-related
information, clarification must be obtained via the appropriate FLOWSERVE sales office.
2. Unpacking
Each delivery includes a packing slip. When unpacking, check all delivered valves and accessories using this
packing slip. Report transport damage to the carrier immediately.In case of discrepancies, contact your nearest
FLOWSERVE location.
3. Certificates
Please note that a full copy of certificates and approvals for Intrinsically safe andExplosion proof applications can be
downloaded in pdf format from our web page:
http://www.flowserve.com
4.
APEX A9000 Overview
The Apex A9000 is a two-wire loop powered, 4-20 mA input digital valve positioner.
The Apex A9000 positioner controls actuators with rotary mountings.
The Apex A9000 is completely powered by the 4-20 mA input signal. The minimum input signal required to function is
3,6 mA. As an option the D20 can be equipped with HART protocol to allow bidirectional communication.
Since the positioner is insensitive to supply pressure changes and can handle supply pressures from 1,5 to 6 barg (22 to
105 psig), a supply regulator is usually not required; however, in applications where the supply pressure is higher than the
maximum actuator pressure rating a supply regulator is required to lower the pressure to the actuator’s maximum ra- ting
(not to be confused with operating range). A coalescing air filter is recommended for all applications due to the close
tolerances in the positioner.
Apex A9000 positioner accessories: Optional analog feedback system as well as limit switch unit and a directly
attachable double acting module.
NOTE: The air supply must conform to ISA 7.0.01 or IEC 770 (a dew point at least 10°C/18°F below ambient temperature,
particle size below five microns – one micron recommended – and oil content not to exceed one part per million).
4
5. Specifications
5.1 Technical data
Input signal 4-20 mA Current supply min. 3,6 mA
Current supply Max. 150 mA
Load Standard 400 ohm at 20mA Load HART 470 ohm at 20mA
Voltage dropStandard 8 VDC at 20mA Voltage drop HART 9.4 VDC at
20mA Angle of rotation min 0-40°
Angle of rotation Max 0-90°
Air supply range 1.5 – 6 bar
Out put 0-100% of air supply pressure
Air supply quality Free from oil, dust and moisture IEC 770,
ISA 7.0.01
Air supply effect <0.1%FS for10% pressure change at 6 Bar
Ingress protection IP66 / Nema 4X
Operating humidity 0-100% rh non-condensing
Air connections 1/4” NPT
Cable entry 2 x 1/2” NPT or 2 x M20x 1,5
Terminals Screw terminals 2,5 mm2 (AWG 14)
Operating Temperature -20 to +85°C-40 to +85°C (optional)
Storage temperature -40 to +85°C
Air delivery capacity 7 Nm3/h @ 6 bar (3 bar diff pressure)
Air delivery capacity Double acting 7 Nm3/h @ 6 bar (3 bar diff pressure)
Air consumption Single acting 0,120 Nm3/h @ 6 bar
Air consumption Double acting 0,120 Nm3/h @ 6 bar
Cv air delivery Single acting 0,12
Cv air delivery Double acting 0,12
Cut off function Close 0.5% Open 99.5%
Linearity <1%
Sensitivity <0.05%
Resolution <0,1%
Repeatability <0.2%
Hysteresis + dead band <0.5%
Temp effect <0.1%/10K
Mounting position effect <0,2%
CE 93/68/EEC, 2004/108/EEC, 2006/95/EEC
Approvals Ex II G Ex ia IIC T4 Ta: 85°C
Class I Division 2 Groups A,B,C,D T4 non-incendive with fieldwiring
Class I Division 2 IIC T4 non-incendive with fieldwiring
I.S. Class I Division 1 Groups A,B,C,D T4
I.S. Aex ia IIC T4
Certificate nr Nemko 08ATEX1362X
Housing material Die cast Aluminium
Surface treatment Powder coating
Soft goods Nitrile
Weight 1,5 kg (3.0 kg Explosion proof version)
5
5.2 Limit switches
Type SPDT
Size Sub Sub miniature
Rating 3A, 125 VAC / 2A, 30VDC
Mechanical life >1 x 106 operations
Namur sensors
Type P+F NJ2 V3 N Inductive DIN 19234
Load current <1mA>3mA
Voltage range 5-25 VDC
Hysteresis 3-15% (5% typical)
Temp range -25° to +100° C (-248° to 373° F)
Namur sensors
Type P+F SJ2-N
Normal Voltage 8 VDC
Load current 1mA<I<3mA
Voltage range (5-25 VDC)
Hysteresis (max) 0.2%
Temp range -25° to +100° C (-248° to 373° F)
Namur sensors
Type P+F SJ2-SN
Normal Voltage 8 VDC
Load current 1mA<I<3mA
Voltage range 5-25 VDC
Hysteresis (max) (0.2%)
Temp range -40° to +100° C (-233° to 373° F)
Namur sensors
Type P+F SJ2-S1N
Normal Voltage 8 VDC
Load current 1mA<I<3mA
Voltage range 5-25 VDC
Hysteresis (max) 0.2%
Temp range -25° to +100° C (-248° to 373° F)
Proximity switches
Type SPDT
Rating 10W
Voltage max 200VDC
Current max 500mA
Contact resistance max 0.2 ohm
Operating time 1.0 ms
Transmitter
Power supply 12-28 VDC
Output 1-22 mA
Resolution 0.1%
Linearity ±0.5%
Load impedance 600 ohm at (12 VDC and 20mA)
Alarm Output
Supply 3-28 VDC
Output 20mA @ 24 VDC
6
5.3 Type sign
7
5.4 APEX A9000 Model Code
□BRAND
AC – ACCORD Black Polyester Paint
□MODEL
90 – Digital Positioner, Single Button Interface, LED Status
92 – Digital Positioner, Full LCD Menu, LED Status
□APPROVAL, CERTIFICATIONS
G – General Purpose
I – Intrinsically Safe, ATEX/FM
N – Class I Division 2, Non-incendive, with Fieldwiring
E – Explosionproof, ATEX/FM
□CONNECTIONS, AIR/ELECTRICAL M – ¼” NPT Air, M20 x 1.5 Electrical
N – ¼” NPT Air, ½” NPT Electrical
□HOUSING / SURFACE TREATMENT U – Aluminum, Powder Epoxy, Black
R – Remote Mount Feedback Sensor
S – Explosionproof, Stainless Steel Enclosure ( N Connections Only
□FUNCTION
S – Single Acting
D – Double Acting, (Note Available on Explosionproof Enclosures) See Note 1
□SHAFT
23 – NAMUR, VDI/VDE 3845, Rotary
□COVER
1 – Flat Top, All Options ( See Note 2) ** Only option for Explosionproof
2 – Dome Indicator, Red/Green, (General Purpose/IS Only) See Note 2
3 – Flat Top, Green/Black Flat Indicator, (General Purpose/IS Only) See Note 2
□TEMPERATURE / SEALS
Z – Standard Temperature -20°C to 85°C ( -4°F to 185°F )
Q – Low Temperature -40°C to 85°C (-40°F to 185°F )
□ INPUT SIGNAL / PROTOCOL
N – 4-20mA / None
H – 4-20mA / HART
□ FEEDBACK OPTIONS
X – No Feedback Options
T – 4-20mA Feedback Transmitter Only
S – Switches, Mechanical, SPDT + 4-20mA Transmitter, (See Note 3)
N – NAMUR, V3 Type Sensor, P&F NJ2-V3-N + 4-20mA Transmitter, (See Note 3)
N – Limit Switches, Proximity, SPDT + 4-20mA Transmitter, (See Note 3)
8
□ OPTIONS / ADDITIONAL ELECTRONICS
0 – Standard Diagnostics
1 – Advanced Diagnostics, ( Available in Model 92 Only )
□ ACCESSORIES
X – No Accessories
M – Gauge Block, 1/8” G, ( 2 Gauges Included) See Note 4
N – Gauge Block, 1/8” NPT, (2 Gauges Included) See Note 4
NOTES:
1) If you order double acting, you do not need to order a gauge block. Comes with 2 gauges,
Stainless Steel with Brass internals.
2) Cover options are valid only for General Purpose, Intrinsically Safe, and Class I Division 2, Nonincendive, ( G, I, and N Approvals options ).
3) Switches are not available in explosionproof enclosure.
4) Gauge blocks are only needed for the General Purpose, Intrinsically Safe, and Class I Division 2,
Non-incendive options ( Approvals G, I and N).
9
Figure 1
6. Principle of operation
The APEX A9000 positioner is a digital positioner with various options. The positioner consists of three main modules:
1. The microprocessor-based electronic control module includes direct local user interface switches
2. The piezo valve-based electro- pneumatic converter module
3. The infinite resolution valve position sensor.
The basic positioner operation is best understood by referring to figure 1. The complete control circuit is powered by the
two-wire, 4-20 mA command signal. The analog 4-20 mA command is passed to the microprocessor, where it is compared
to the measured valve stem position. The control algorithm in the processor performs control calculations an d
produces an output command to the piezo valve, which drives the pneumatic amplifier. The position of the pilot valve in
the pneumatic amplifier is measured and relayed to the inner loop control circuit. This two-stage control provides for
more responsive and tighter control than is possible with a single stage control algorithm. The pneumatic amplifier
controls the airflow to the actuator. The change of pressure and volume of the air in the actuator causes the valve to
stroke. As the valve approaches the desired position, the difference between the commanded position and the
measured position becomes smaller and the output to the piezo is decreased. This, in turn, causes the pilot valve to
close and the resulting flow to decrease, which slows the actuator movement as it approaches, the new commanded
position. When the valve actuator is at the desired position. the pneumatic amplifier output is held at zero, which holds
the valve in a constant position.
7. Mounting and installation
7.1 General
Before starting installation, inspect the digital positioner for any transit damages.
.
10
I/P cover APEX A9000
M4
0,65 Nm
+/- 15%
APEX A9000
M5
1,20 Nm
+/- 15%
F5EX and XCL / XML / XV
M6 / M8
7 Nm
After installation, ensure all screw connections are tightened correctly and all moving parts are free from excessive
friction.
NOTE!
All products that are covered by an ATEX Certification number ending with an
“X”, special care must be taken when cleaning the surface of the product.
“The enclosure must be cleaned with a damp cloth due to static electricity
for plastic windows/surfaces”
For securing covers and lids, it’s important to use the correct torque:
Product Size (screw) Torque Nm
Covers (thread on) for APEX A9000 EX, D3EX, Tighten fully and secure
Exhaust ports
Apex A9000 exhaust actuator through a hole in the backside,
covered by a plate.
Apex A9000 Explosion proof has 2 x exhaust ports,
located on the flat areas. Make sure that both these
ports are not left open, facing up or side wards.
Protected by a proper bleeder cap or a fitting
with short tube (≥ Ø 4 mm
inner dia, max 80 mm long) facing downwards
Bleeder cap
11
7.2 Dimensional drawings
12
7.3 Mounting
NOTE. If the positioner is installed in a hazardous environment, it must be of a type approved for this purpose.
The Apex A9000 positioner, all versions, has an ISO F05 footprint, A. The holes are used to attach the Apex A9000 to
the mounting bracket B. Please contact Flowserve or your local distributor representative with actuator specifics for the
proper mounting bracket and hardware.
It is important that the positioner’s spindle, that transfer the actuator movements, are correctly mounted. Any tension
between these parts can cause incorrect operation and abnormal wear.
Assembly Example:
Rotary actuators
Mounting the Apex A9000 positioner on a quarter-turn actuator (closed or open by spring)
The mounting of a pneumatic double-piston part-turn valve actuator (in accordance with VDI/VDE 3845) is described
as an example by using the following equipment:
Quarter-turn valve actuator: Rack & pinion or scotch yoke, closed or open by spring.
13
4
Rotary actutaors VDI/VDE 3485 (Namur)
Mount bracket 1 to positioner. Secure with 4 x M6 screws 2.
Fit positioner on actuator and secure with 4 x screws 3.
1
Install tubing 4 between actuator and po-
sitioner.
2 3
3
2
4
Mounting the positioner
Place the positioner (1) onto the mounting block (2) of the actuator using four screws (3) Ensure the coupler fits
on to the shaft of the quarter-turn connection on the part-turn valve actuator.
1
(Figure 6)
8. Tubing positioner to actuator
After mounting has been completed, tube the positioner to the actuator using the appropriate compression fitting
connectors:
Air connections: 1/4” NPT (standard air connection).
Auxiliary power: Pressurized air or permissible gases, free of moisture and dust in according with IEC 770 or ISA
7.0.01.
Pressure range: 1,5 – 6 bar (30 – 90 psi). For connecting the air piping, the
following notes should be observed:
14
1+ 2
–
4 - 20 mA
IN
Connection
Description
+1
–2
Input +4-20 mA
Input –4-20 mA
Pneumatic output
signal (outlet)
Air supply
1. The positioner passageways are equipped with filters, which remove me- dium and coarse size dirt from the
pressurized air. If necessary, they are easily accessible for cleaning
2. Supply ai r should meet IEC 770 or ISA
7.0.01 requirements. A coalescing filter should be installed in front of the supply air connection (Figure 8). Now connect
the air supply to the filter, which is
connected to the Apex A9000 positioner.
3. With a maximum supply pressure of 6 bar (102 psi) a regulator is not required.
4. With an operating pressure of more than 6 bar (90 psi), a reducing regulator is required.
The flow capacity of the regulator must be larger than the air consumption of the positioner (7 Nm3 /h @ 6 bar / 4,12 scfm
@ 90 psi).
5. Connect the outlet connector (Figure7) of the positioner with tubing, independent of the action (direct or reverse).
On explosion proof housing air connections are marked S,C+ and C-, plug C- port with proper fitting.
9. Wirin g and grounding guidelines
Electrical connections: signal cable with cable passage (1/2” NPT, or
M20 x1,5) to terminals 2 x 2,5 mm.
Input signal: 4 – 20 mA
NOTE: Observe the minimum requirements of voltage and
equivalent electrical load:
The performance is ensured only for a minimum input current of 3.6 mA Figure 8 Connections
For wiring, the following notes should be observed:
NOTE: The input loop current signal to the Apex A9000 should be in
to provide a place for environmental electrical noise to be removed from
the cable. In general, shield wire should be connected at the source.
(Figure 8).
Connect the 4-20 mA current source to terminals +1 and -2, see connection
table.
2 - 6 bar
30 - 90 Psi
5 µ
ISO 8573 2.2.2
ISA 7.0.01.-1996 Class 2
Figure 7
shielded
cable. Shields must be tied to a ground at only one end of the cable
15
9.1 Grounding screw
The grounding screw, located inside the positioner cover, should be used to provide the unit with an adequate and
reliable earth ground reference. This ground should be tied to the same ground as the electrical conduit.
Additionally, the electrical conduit should be earth grounded at both ends of its run. The grounded
screw must not be used to terminate signal shield wires.
9.2 Electromagnetic compatibility
The Apex A9000 digital positioner has been designed to operate correctly in electromagnetic (EM) fields
found in typical industrial environments. Care should be taken to prevent the positioner from being used in
environments with excessively high EM field strengths (greater than 10 V/m). Portable EM devices such as
hand-held two-way radios should not be used within 30 cm of the device. techniques of the control lines, and route
control lines away from electro-magnetic sources that may cause unwanted noise.
An electromagnetic line filter can be used to further eliminate noise.
In the event of a severe electrostatic discharge near the positioner, the device should be inspected to ensure
correct operability. It may be necessary to recalibrate the Apex A9000 positioner to restore operation.
Ensure proper wiring and shielding
Figure 9. Compliance voltage
9.3 Compliance voltage
Output compliance voltage refers to the voltage limit the current source can provide. A current loop system consists
of the current source, wiring resistance, barrier resistance (if present), and the Apex A9000 impedance.
The Apex A9000 requires that the current
maximum loop current.
CAUTION: Never connect a voltage source directly across the positioner terminals. This could cause
permanent circuit board damage.
In order to determine if the loop will sup- port the Apex A9000, perform the following calculation:
Voltage = Compliance Voltage (@Current
To support the Apex A9000 the calculated voltage must be greater than 9.4 VDC for Apex A9000 HART and 8 VDC
for non-HART.
max
loop system allow for a 8.0 - 9.4 VDC drop across the positioner at
) – Current
max
( R
barrier
+ R
wire
)
16
Example: DCS Compliance Voltage = 19 V, R
Voltage = 19V -0.020A(300Ω + 25Ω) = 12.5V
This system will support the Apex A9000 , as
HART.
= 300Ω, R
barrier
the voltage 12.5 V is greater than the required
= 25Ω and Current
wire
= 20mA
max
8 VDC for non-HART and 9.4 VDC for
10. Operation / Mode 90
10.1 General
The Apex A9000 is operated by the yellow button. Alarm
Depending on desired action, press the button: Open/Close
Controlling
- during a number of seconds (Ex 5 sec):
Or
- a number of times. (Ex x3)
Calibration
10.2 Startup button
Connect Air supply and a mA-simulator to the positioner.
Warning: During calibration, the actuator may stroke
unexpectedly.
5 sec. Press the button for 5 sec. (Re- lease the button when the three LED:s start to flash alternately).
The calibration starts, the actuator goes go to max. and min. position and calculates the control parameters.
The Calibration procedure will take between 30 seconds and some minutes depending on actuator size.
The three LED’s will flash alternately during calibration.After calibration all the three LED’s are lit for a moment.
A successful calibration is indicated by yellow or green LED:
An unsuccessful calibration by error codes: Apex A9000 does not reach setpoint
For other indications, see error codes on page 30.
Green LED flashes = In service
Yellow LED flashes = In service.
The unit vents in max or min posi
tion.
10.4 Set Direct or Reverse action
Note! For safety reason, this operation has to be done max 5 minutes after calibration. If time has run out, or if
power is disconnected during the five minutes, perform a new calibration, before changing the direction.
Apply 4 mA. If valve is in right position, then check the position over the whole range (8, 12, 16 and 20 mA)
If the direction needs to be changed, press the calibration button 3 times, and the direction will change.
X3
Check operation at 4 – 8 – 12 – 16 and 20 mA.
17
10.5 Show gain setting
If the actuator position is unstable or self-oscillating after calibration, the gain can be adjusted.
Gain can be set from A (lowest) to G (highest). Default is D.
To show the current gain setting, press the calibration button 4 times.
X4
To indicate the current setting, the LED’s flashes according to the following:
Y R R
LED’s show: gain is set to “G” (Highest)
Y R Y
LED’s show gain is set to “F”
Y R G
LED’s show gain is set to “E”
Y G
LED’s show gain is set to “D” (Default)
Y G G
LED’s show gain is set to “C”
Y G Y
LED’s show gain is set to “B”
Y G R
LED’s show gain is set to “A” (Lowest)
The gain code sequence is repeated 5 times
Button functions:
Press 5 sec = Calibration
Press x3 = Direct/reverse action
Press x4 = Show gain setting
Press x5 - x11 = Change gain
setting
To indicate that a command is accepted, the three LED:s
light up.
18
Higher
Lower
BASIC MENU
MAN/AUTO
ESC
FUNC
OK
10.6 Change of gain setting
To lower the gain, press the calibration button: 7, 6 or 5 times (5 = lowest) x11 “G” (Highest)
To increase the gain (if actuator is moving to slow), press the button x10 “F””
9,10 or 11 times (11 = highest) to increase the gain.
x9 “E”
The LED’s flashes alternately when the button is pressed.
After gain change the LED’s show the gain code (see 9.3) five times. x8 “D” (default) ----------------
The default value after first calibration is D . x7 “C”
After this, setting the gain is complete. x6 “B”x5 “A” (Lowest)
11. Operation / Model 92 with LCD
The positioner is controlled using the five pushbuttons and the display,
which are accessible when the aluminium cover is removed Out of service
Manual
unprotected
Use the pushbuttons to browse through the menus and sub-menus.
The main menu is divided up into a basic menu and a full menu, see page 21.
11.2 Other functions
ESC
Exit the menu without making any changes (as long as any changes have not been confirmed with OK).
FUNC
To select function and change parameters.
OK
To confirm selection or change of para-meters.
MENU INDICATOR
Displays the position of the current menu row in the menu.
IN SERVICE
The positioner is following the input sig-nal. This is the normal status when the positioner is working.
OUT OF SERVICE
The positioner is not following the input signal. Critical parameters can be changed.
MANUAL
The positioner can be adjusted manually using the pushbuttons. See section
”Man/Auto”, page 24”.
UNPROTECTED
Most of the parameters can be changed when the positioner is in the ”Unprotected” position. However, critical
parameters are locked when the positioner is in the ”In service” position.
19
FULL MENU
MAN/AUTO
FULL MENU
CALIBRATE
FULL MENU
SHIFT MENU
11.3 Menu indicator
There are indicators at both sides of the display window
and they indicate as follows:
Flashing in position Out of Service
Flashing in position Manual
Flashing in position Unprotected
The indicators on the right-hand side show the
position in the current menu.
11.4 Menus
To display the menus you can select:
- Basic menu, which means you can browse through
four different steps
- Full menu, which comprises ten steps. Use the Shift
Menu to browse through the steps
Full Menu can be locked out using a passcode.
The main menus are shown on the next page an d the
sub-menus on the subsequent pages.
11.5 Changing parameter values
Change by pressing until the desired figure is
flashing.
Press to step to the desired figure. Confirm by
pressing OK.
A change can be undone by pressing the ESC button,
which returns you to the previous menu.
20
FULL MENU
READ
FULL MENU
SHIFT MENU
FULL MENU
MAN/AUTO
FULL MENU
CALIBRATE
FULL MENU
STATUS
FULL MENU
TUNING
FULL MENU
SETUP
FULL MENU
ALARMS
FULL MENU
FACT SET
BASIC MENU
READ
BASIC MENU
MAN/AUTO
BASIC MENU
CALIBRATE
BASIC MENU
SHIFT MENU
The menus are
described on the
following pages.
11.6 Menu system
21
BASIC MENU
CALIBRATE
BASIC MENU
CALIBRATE
11.7 First start
Calibrate in the basic menu is displayed automatically the first time the power is applied, and can be selected from the
basic/main menu at any later time.
A complete auto-calibration takes about2 minutes and includes end limit calibration, auto-tuning and a check on the
speed of movement. Start the automatic calibration by selecting Auto-Cal and then answer the questions on the display
by pressing OK or the respective arrow. The menu is described on the next page.
Calibration error messages
If a fault occurs during calibration, one of the following error messages can be displayed:
No movement/press ESC to abort Typically the result of an air delivery issue to the actuator, or incorrect mounting
and/or linkage arrangement. Check for proper supply air to the positioner, pinched tubing, proper actuator sizing,
proper linkage and mounting arrangement.
Pot un-calibrated/press ESC to abort The potentiometer has been set to an illegal value. The potentiometer is
aligned using the Calibrate - Expert cal - pot Menu. The calibration sequence must be restarted after the fault is corrected.
The contents of the menu are shown on the next page. The various menu texts are described below.
Auto-Cal Auto-tuning and calibration of end positions
Start tune Starts the tuning. Questions/commands are displayed during calibration. Select the type of
movement, function, etc. with and confirm with OK as shown in the chart on the next
page.
Lose prev value? OK? A warning that the value set previously will be lost (not duringthe first auto-tuning).
Direction? Air to open/ Select action on C+ increasing
Air to close
In service? Press OK Calibration finished. Press OK to start positioner functioning. (If ESC is pressed, the positioner
assumes
the ”Out of service” position but the calibration is retained).
TravelCal Calibration of end positions
Start cal Start end position calibration.
22
Lose prev value? OK? A warning that the previously set value will be lost.
Confirm with OK.
The calibration sequence starts
In service? Press OK Calibration finished. Press OK to start positioner functioning. (If ESC is pressed, the positioner
assumes the ”Out of service” position but the calibration is retained).
Perform Setting gain
Normal A,B,C,D,E,F,G See Page 17 for details on
how to set gain.
ExpertCal
Set point LO: Use the calibrator set to 4 Ma(or set another value on the display). Press OK.
Set point HI: Use a calibrator of 20 mA(or set another value on the display). Press OK.
Transmitter: Connect 10 - 28VDC. Connect an external mA meter to the loop. Read
low value on mA meter and adjust with up/down key. Press OK to set low value.
Repeat procedureto set High value. Also see video on www.flowserve.com
Pot: Potentiometer setting, see section 8.Also see video on www.flowserve.com
Full reset: Resets all set values.
Optional
Pressure LO: Use a supply of 2 bar (30 psi)(or set another value on the display). Press OK. Pressure read
out only possible on Apex A9000with built in pressure sensor.
Pressure HI: Use a supply of 7 bar (105 psi)(or set another value on the display). Press OK. Pressure read
out only possible on Apex A9000with built in pressure sensor.
23
Basic Menu
Read
READ
pos
READ
temp
READ
set&pos
Read
set&dev
READ
Statistics
READ
reset stat
READ
Alarms
READ
n cycles
READ
acc travel
READ
mean dev
READ
runtime
READ
extr. temp
READ
histogram
READ
yes
READ
no
The menu contents are shown in the figures on the right and the texts are described below:
Pos Shows current position
Set&pos Set point and position
Set&dev Set point and deviation
Temp Shows current temperature
Statistics
n cycles Shows number of movements (turns)
Acc travel Shows accumulated movement
mean dev Shows accumulated deviation (absolute values)
in %
# of reset Shows number of resets
runtime Shows accumulated runtime since last reset
Extr temp Shows extreme min and max temperature
Histogram Shows position and time forPV
Alarms Displays tripped alarms
# of resets Number of Resets
Reset stat Resets Statisctics
PosGraph Shows position with graph
24
BASIC MENU
MAN/AUTO
AUT/OK =MAN
POS = 12.3%
MAN/OK =AUT
POS = 12.3%
OK
When changing between MAN
and AUT mode, the OK button
must be pressed for 3 seconds.
BASIC MENU
SHIFT MENU
FULL MENU
no
FULL MENU
yes
OK
OK
Full Menu can be locked with
a passcode, see Setup menu.
The Man/Auto menu is used to change between manual and
automatic modes.
The menu contents are shown in the figures on the right
and the various texts are described below:
AUT, OK = MAN
Positioner in automatic mode
MAN, OK = AUT
Positioner in manual mode
In the MAN mode, the value of POS can be changed using The push- buttons increase/decrease the value
in steps. The value can also be changed in the same way as for the other parameter values, as described on page 20.
Other functions
C+ can be fully opened by pressing and then immediately OK simultaneously.
C+ can be fully opened for blowing clean by pressing and OK simultaneously.
The Shift Menu is used to choose between the basic menu and the full menu.
The menu contents are shown in the figures on the right and the various
texts are described below:
No Full menu selected.
Yes Basic menu selected.
25
Actuator
Type of actuator
Size of actuator
Time out
Rotating
Rotating actuator.
Small
10 s
Linear
Linear actuator.
Medium
25 s
Large
60 s
Extra Large
180 s
Lever
Only for linear actuator.
FULL MENU
SETUP
SIGNAL
ROTATION
QO
Sqr
Lin
Eq%
Linear
Equal %
Quick Open
Square Root
Custom Create Own Curve
Custom Characterization # of points (Specify # of pts, 3,5,9,17 or 33)
Custom Curve: Enter values on X and Y axis.
Current Range: 0%=4mA, 100%= 20mA
Possibility of selecting which input signals correspond to 0% and 100%
movement respectively. Examples of settings: 4mA = 0%, 12mA =
100%, 12mA = 0%, 20mA = 100%
See Diagram
FULL MENU
STATUS
The Status Menu is used to select whether or not the positioner is in service.
The menu contents are shown in the figures on the right and the various
texts are described below:
o o service Not in service.
Flashing indicator in upper left-hand corner of display.
in service Positioner in service.
Critical parameters cannot be changed.
The Setup Menu is used for various settings.
The menu contents are shown in the chart on the next page and the various texts are described below:
Lever stroke Stroke length to achieve correct display.
Level cal Calibration of positions to achieve correct display.
Direction
Direct Direct function (signal increase opens). Indicator/spindle rotates counter- clockwise.
Reverse Reverse function.
Character Curves that show position as a function of input signal.
26
TUNING
TRVL range Setting end positions
0%=0.0% Select Out of Service.
Set 0% Select In Service.
100%=100.0% Select Out of Service.
Set 100% Select In Service.
Trvl ctrl Behavior at set end position
Set low Choose between Free (go to mechanical stop), Limit (stop at set end position), and Cut off (go directly to
Set high Similar to Set low.
Values Select position for Cut off and Limit at the respective end positions.
Passcodes Setting passcodes for various functions
Full menu Passcode for access to full menu.
Write prot Passcode for re moving write protect.
Expert Passcode for access to Expert menu (TUNING).
Fact set Passcode to return to default values applicable when positioner was delivered.
Numbers between 0000 and 9999 can be used.
Appearance On display
Language Select menu language.
Units Select units.
Def. Display Select value(s) to be displayed during service.
The display reverts to this value 10 minutes after any change is made.
Start menu Start in Basic menu or
Start Logo Shows Flowserve Logo
Orient Orientation of text on display.
Devicedata
HW rev
SW rev General Parameters
Capability
HART Menu with HART parameters. Only amendable
with HART communicator. It is possible to read from display.
The menu contents are shown in the chart on the next page and the various texts are described below:
Close time Minimum time (Min 0.005) from fully open to closed.
Open time Minimum time (Min 0.05) from closed to fully open.
Deadband Setting deadband. Min. 0.2%.
Expert Advanced settings.
Control See explanations below.
Set percentage value for desired end posi- tion (e.g. 3%).
Connect calibrator. Move forward to desired end position (0%) and press OK.
Set percentage value for desired end posi tion (e.g. 97%).
Connect calibrator. Move forward to desired end position (100%) and press OK.
mechanical stop at set end position).
Full menu.
Togglestep Test tool for checking functions. Overlays a square wave on the
set value.
Self test Internal test of processor, potentiometer, etc.
27
Full Menu
Alarms
Leakage Air leakage in actuator/tubing can be compensated by settings.
Undo You can read last 20 changes.
P,I,D and K,Ti,Td parameters
If one of the gains is changed, the corresponding value in the other gain set is changed accordingly.
Spring adjust
The spring adjust function compensates the airflow linearly with the actuator C+ chamber volume (for a constant position
error), so that low volumes get less flow. This is needed for linear single-acting actuators, where a low C+ volume means
that the actuator spring is extended, its force is reduced, and less flow is needed for stable position change.
Fiction
High or Low: Select High for high friction valve actuator assemblies such as plug valves
Deviation Alarm generated when deviation occurs
On/Off Alarm on/off.
Distance Allowed distance before alarm is generated.
Time Total deviation time before alarm is generated.
Alarm out
Valve act Behaviour of valve when alarm is generated.
Limit 1 Alarm above/below a certain level.
On/Off Alarm on/off.
Minipos Setting of desired min. position
Maxpos Setting of desired max.position See Diagram Below!
Hysteresis Desired hysteresis.
Alarm on Select ON/OFF offers output on terminals.
Valve act Behaviour of valve when alarm is generated
Select ON/OFF offers output on terminals.
28
Alarm limit 1 on
Alarm limit 2 on
Alarm limit 1 off
Alarm limit 2 off
Alarm limit 2 on
Alarm limit 2 off
Alarm limit 1 off
100%
0%
Limit 1 max
Hysteresis
Limit 2 max
Hysteresis
Hysteresis
Limit 2 min
Hysteresis
Limit 1 min
Alarm limit 1 on
Limit 2 See Limit 1.
temp Alarm based on temperature.
On/Off Temperature alarm on/off.
Low temp Temperature low limit setting
High temp Temperature high limit setting
Hysteresis Allowed hysteresis.
Alarm on Select ON/OFF offers output on terminals.
Valve act Behaviour of valve when alarm is generated
Valve act
No action Alarm generated only. Operations no affected.
Goto open C+ gives full pressure and valve moves to fully open position. Positioner
changes to position Manual.
Goto close C- gives full pressure and valve moves to fully closed position. Positioner changes to
position Manual.
Manual Valve stays in unchanged position. Positioner moves to position Manual.
29
FULL MENU
FACT SET
FACT SET
no
OK
FACT SET
yes
Discard
setting?
Press OK
for 3 sec
Input
accepted
FACT SET
Done
OK
OK
OK
OK
The menu contents are shown in the chart below.
The default values that were set on delivery can be reset using the Fact Set menu. Values from calibration and from other
settings will then be lost.
30
CALIBRATE
MAN/AUTO
READ
SHIFT MENU
STATUS
SETUP
TUNING
ALARMS
AUTO,OK = MAN
MAN,OK = AUTO
Autocal
Travelcal
Perform
Expertcal
Basic menu
Full menu
O O SERVICE
IN SERVICE
Actuator
Lever (*)
Direction
Character
Cust chr
Curr range
Trvl range
G
Passcodes
F E D C B
A
normal
pos
set&pos
set&dev
Pos Graph
temp
statistics
alarms
n cycles
acc travel
mean dev
runtime
# of reset
extr temp
histogram
reset stat
Setpoint
transm.
pot
full reset
type
function
size
rotary
linear
single act
double act
medium
small
large
Texas size
Stroke
Lever cal
direct
reverse
linear
equal %
quick open
custom
sqr root
Custom curve
# of points
XO=
YO=
0% =
100%=
Set 0%
100% =
Set 100%
0% =
Trvl ctrl
Set low
Set high
free
cutoff
limited
Values
Cutoff low
Cutoff hi
Limit Low
Limit Hi
Pos/Set
Trans. Card
Position
Set Point
Transm.
D3-38
D3-81
old
Devicedata
Language
English
Svenska
Deutsch
francais
Italiano
espanol
percent
mA
mm
cm
inch
degrees
percent
mm
cm
inch
degrees
Setpoint
Position
Temp
Units
Grad C
Grad F
Kelvin
Def. Displ
pos
set&pos
set&dev
menu
Start menu
Start Logo
Orient.
normal.
flipped.
On/off
Last value
basic
full
Apperance
Messages
Tag
Descriptor
Date
Device ID
Poll adr
Assemblyno
univ cmd
Burst
spec cmd
Pos (PV)
Set (SV)
4 Dynamic
On/off
burst mode
HW rev
SW rev
HART
Capability
Open time
Deadband
Expert
Close
Control (X)
Togglestep
Selftest
leakage
Undo
P.I.D.
K, Ti, Td.
Spring adj
Friction
Max pos
Min pos
On/off
Alarm out
Hysteresis
Valve act
runtime
cycletime
size
start
Abort step
On/off
Distance
Alarm out
Valve act
Time
Deviation
Limit 1
Limit 2
On/off
Low temp
High temp
Hysteresis
Alarm out
Valve act
Valve act
no action
goto open
goto close
manual
FACT SET
no
yes
(*) appear if Linear is set
Pressure **
Supply
C+
Pressure
Direction
direct
reverse
new (0=off)
Pressure **
bar
psi
kPa
low
high
Temp
(**) appear if pressure sensors exist
(X) Position is shown in upper row (PID, kTiTd)
m. abs dev
none
strong
medium
31
12. Limit switches & 4 - 20 mA transmitter (Optional)
Caution!
The installation of electrical equipment in hazardous areas must comply with the procedures contained
in the certificates of conformity. Country specific regulations may apply.
Electrical safety is determined only by the power supply device.
12.1 General
Apex A9000 can be equipped with optional plug in modules for limit switches and/or 4-20 mA feedback transmitter.
12.2 Model selection
See Apex A9000 model code
12.3 Priciple of operation
The stroke of the actuator/valve is picked up by the potentiometer inside the Apex A9000. Movement is transferred from
actuator via lever or shaft coupling. Cams/vanes mounted on the positioner shaft actuate limit switches 1 and 2. The
switching point can be adjusted on each cam/vane.
The position transmitter converts actual position into a 4-20mA output signal. This loop requires an external 12-25 VDC
power supply.
12.4 Installation
Caution! Turn off power and air supply before starting the installation.
Important!
For Apex A9000 installed in hazardous areas, maintenance and repair must only to be
made by authorized and trained staff.
-Remove cover, indicator if present and inner plastic cover.
-Check that spacers are installed on the printed circuit board.
-Carefully install feedback board into its position on the pins.
-Secure it with two (2) screws.
32
Hart
Connection
General Purpose and Intrinsically Safe
1 – Input Signal, +4-20mA, HART
10 - 4-20 mA - Feedback, 13-28 V
DC
11 - Alarm output +, 8-28 V DC
12 - Alarm output -, 8-28 V DC
Explosion Proof with LCD
1 – Input Signal, +4-20mA, HART
2 – Input Signal, -4-20mA, HART
3 – Remote
4 – Remote
5 – Remote
6 – 4-20 mA + Feedback, 13-28 V dc
7 – 4-20 mA – Feedback, 12-28 V dc
8 – Alarm output +, 8-28 V dc
9 – Alarm output -, 8-28 V dc
Explosion Proof with LED’s
1 – Input Signal, +4-20 mA, HART
2 – Input Signal, -4-20 mA, HART
3 – Remote
4 – Remote
5 – Remote
6 – 4-20 mA + Feedback, 13-28 V dc
7 – 4-20 mA – Feedback, 13-28 V dc
+ - + - + - Remote Unit
Option
-Install cam assembly on the shaft, if feedback card has mechanical micro switches, be careful to not
damage switch arms.
-Install plastic inner cover.
-Adjust cams/vanes to ensure proper switching.
-Secure cam/van position by locking them with two (2) screws.
-Calibrate 4-20 mA transmitter, (see next page).
-Install cover
12.5 Apex A9000 Calibration of 4-20 mA input signal and/or 4-20mA
feedback transmitter
• Press and hold button while switching on power to the Apex A9000, keep the button pressed for 6 sec. The
eeprom will now be erased, and then all three LEDs are lighted. The LEDs will start to flash yellow-red. This
starts FACTORY MODE!
To calibrate 4-20 mA input signal
• Apply 4.0 mA input signal and then push the button three (3) times until all LEDs are lighted. The LEDs will now start
flash yellow-red again.
Apply 20.0 mA input signal and then push the button three (3) times until all LEDs are lighted.
To calibrate 4-20 mA transmitter output signal
Note! If no transmitter board is installed the LEDs will start flash yellow-yellow and the unit is ready for continued
calibration. If there is a transmitter board installed the LEDs will start flash yellow-green.
The feedback transmitter output signal on pin 9 and 10 will now follow the input signal instead of the position.
Apply 4.0 mA input signal. Measure the output sig- nal and adjust the input signal up/down until the output signal is
4.0 mA. Push the button three times until all LEDs are lighted. The unit will now start to flash yellow-green again.
33
G
Normal operation.
Y
Valve fully closed or open”Cut off” enabled.
R G
(No movement)
No air supply or
shaft do not move.
Check air supply
Check shaft movement.
R Y G
Pot not calibrated.
Calibrate the pot.
R G R
Hallsensor value too low.
R R G
Hallsensor span too low.
Check hallsensor
connection.
R Y R
Hallsensor value too high.
Y R
Unit in Factory Mode.
Calibrate 4 - 20 mA
input signal.
Y G
4 - 20 mA feedback installed.
Calibrate output.
The output signal on pin 9 and 10 will continue to follow the input signal instead of the position. Apply 20.0 mA input
signal. Measure the output signal and adjust the input signal up/down until the output signal is 20.0 mA. Push the
button three times until all LEDs are lighted.
The LEDs will start flash yellow-yellow and the unit is ready for continued calibration.
Press the button for 5 sec until the LEDs start alternating, Apex A9000 starts to calibrate stroke.
After calibration the unit will start running in normal operation.
13. Trouble shooting
13.1 Apex A9000 Normal operation
13.2Calibration
34
Failure
Probable Cause
Corrective action
No LED is flashing.
Current source below 3,6 mA .
Incorrect wiring polarity.
Verify current source supplies at
least 3,6 mA. Check wiring for
correct polarity.
Valve position reading
is not what is expected.
Stem position sensor mounting
is off 180 degrees.
Apex A9000 not calibrated.
Tight shutoff MPC (Minimum
position cutoff) is active.
Reposition sensor.
Calibrate Apex A9000.
No action.
Apex A9000 goes
in wrong direction.
Change direction
(Section 10.4).
Apex A9000 is
oscillating.
Decrese gain (Section 10.6).
Apex A9000 is
responding slow.
Increse gain (Section 10.6).
13.3 APEX A9000 symptoms and solutions
35
A
C
C
A
14. Maintenance/service
When carrying out service, replacing a circuit board, etc., it may be necessary to remove and refit various parts of
the positioner. This is described on the following pages.
Read the Safety Instructions on page 3 before starting work on the positioner. Cleanliness is essential when working
with the positioner. Contamination in the
air ducts will infallible lead to operational disturbances. Do not disassemble the
unit more than that described here.
Do not take the valve block apart because its function will be impaired.
When working with the Apex A9000 positioner, the work place must be equipped with ESD protection before the work
is started.
Always turn off the air and electrical supplies before starting any work.
When upgrading electronically parts inside a ACCORD positioner approved for installation in Hazardous
locations special procedures apply, permission from ACCORD/Flowserve is required prior to the start of work.
Please contact a Flowserve office for information regarding proper procedures.
Disassembling Apex A9000
Removing cover and inner cover
• Loosen and remove the screws A and remove the cover. When mounting
cover – see page 10.
• Pull off the arrow pointer, B, using a small screw driver.
• Remove the screws C, pull the inner cover slightly in the direction of the arrow, and remove the cover. Do not
remove the filter plug.
36
C
D B A
Disassembling Apex A9000 Explosion Proof
Removing cover and inner cover
• Unscrew the screw A and remove the cover. When mounting cover – see page 10.
• Unscrew the three screws B, lift the circuit board.
• Loosen the cables C and D.
37
E
F
• Unscrew the two screws E and F and remove the Modulator.
38
12
11
9 7 19
4 8 14 3 5
14
2
21
1
6
10
13
20
15. Spare parts: General Purpose/IS/non-incendive Enclosures
39
Item #
Part Number
Description
Remarks
20
X05058
Housing
N/A as part
1
X05012
Lever arm set
2
X05013
Potentiometer assy. Complete
3
X05014
Shaft, VDI/VDE 3845 Rotary
4
X05015
Air relay assy. Ind. O-rings, screws, standard temp
To find your local Flowserve representative please
use the Sales Support Locator System found at
www.flowserve.com
Or call toll free: 1-931-432-4021
Flowserve Corporation has established industry leadership in the design and manufacture of its products. When properly selected, this
Flowserve product is designed to perform its intended function safely during its useful life. However, the purchaser or user of Flowserve products
should be aware that Flowserve products might be used in numerous applications under a wide variety of industrial service conditions. Although
Flowserve can provide general guidelines, it cannot provide specific data and warnings for all possible applications. The purchaser/user must
therefore assume the ultimate responsibility for the proper sizing and selection, installation, operation, and maintenance of Flowserve products.
The purchaser/user should read and understand the (INSERT OFFICIAL USER INSTRUCTION TITLE) instructions included with the product,
and train its employees and contractors in the safe use of Flowserve products in connection with the specific application.
While the information and specifications contained in this literature are believed to be accurate, they are supplied for informative purposes only
and should not be considered certified or as a guarantee of satisfactory results by reliance thereon. Nothing contained herein is to be construed
as a warranty or guarantee, express or implied, regarding any matter with respect to this product. Because Flowserve is continually improving
and upgrading its product design, the specifications, dimensions and information contained herein are subject to change without notice. Should
any question arise concerning these provisions, the purchaser/user should contact Flowserve Corporation at any one of its worldwide operations
or offices.
For more information about Flowserve Corporation, contact www.flowserve.com or call USA 1-800-225-6989.
REPRESENTATIVE:
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