Flowserve DFP17 User Manual

Worcester Actuation Systems

MODELS:

10 - For DataFlo Boards Mounted Inside 10-23 75 Actuators.

25 - For DataFlo Boards Mounted Inside 25/30 75 Actuators.

Inputs:

DFP17 - 1K (120A, 240A, 24D) 1000 ohm Input

DFP17 - 13 (120A, 240A, 24D) 135 ohm Input

DFP17 - 1 (120A, 240A, 24D) 1 to 5 milliamp Input

DFP17 - 4 (120A, 240A, 24D) 4 to 20 milliamp Input

DFP17 - 10 (120A, 240A, 24D) 10 to 50 milliamp Input

DFP17 - 5V (120A, 240A, 24D) 0 to 5 VDC Input

DFP17 - XV (120A, 240A, 24D) 0 to 10 VDC Input

Voltages:

120A - 120 VAC Power Circuits

240A - 240 VAC Power Circuits

24D - 24 VDC Power Circuits

FCD WCAIM2037-00

(Part 17522)

DataFlo Digital Electronic Positioner DFP17

Installation, Operation and Maintenance Instructions

2 DataFlo Digital Electronic Positioner DFP17 Installation, Operation and Maintenance Instructions WCAIM2037

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TABLE OF CONTENTS

Page

1.0 GENERAL 4

1.1 Basic Design 5

1.2 Environmental Considerations 5

1.2.1 Temperature 5

1.2.2 Humidity 5

1.2.3 Input Circuit Noise Protection 5

2.0 DataFlo ELECTRONIC POSITIONER CIRCUIT BOARD 8

2.1 General 8

2.2 Circuit Board Configurations 8

2.3 LED Indicators 8

2.4 Controls (Override) 8

2.5 AC Power Control 8

3.0 WIRING OF DIGITAL CONTROLLER AND SERIES 75 ELECTRIC ACTUATOR 8

3.1 Actuator Power 8

3.1.1 Wire Size 8

3.1.2 Termination and Voltage 8

3.1.3 Minimum Fuse Ratings 8

3.2 Input Signal Connections 9

3.2.1 Milliamp 9

3.2.2 Resistive 9

3.2.3 DC Voltage 9

4.0 CALIBRATION AND ADJUSTMENT 12

4.1 DataFlo Calibration Procedures, Initial Setup and Adjustment (Applies to all Models) 12

4.1.1 Calibration Procedures for Microchip U5 or U3 Rev. V2.12 and Newer 12

4.1.2 Calibration Procedures for Microchip U5 or U3 Rev. V2.11 and Older 12

4.1.3 Initial Setup and Adjustments 13

4.2 General Description of Digital Positioner 13

4.2.1 Valve Position Setpoint Input 13

4.2.2 Valve Position Feedback 13

4.2.3 Key Features of the Digital Positioner 13

4.2.4 Operating Modes 14

4.2.5 Data Readout 14

4.2.6 Local Data Entry 14

4.2.7 Display Modes 14

4.3 Program Mode 14

4.3.1 Security Code Screen 14

4.3.2 Unit Address Screen 15

4.3.3 Output Current Range 15

4.3.4 Analog Setpoint (Input) Range 15

4.3.5 Setpoint Direction - Direct-Acting (Rise), Reverse-Acting (Fall) 15

4.3.6 Setpoint Split Range START Selection 15

4.3.7 Setpoint Split Range END Selection 15

4.3.8 Setpoint Ramp - Time to Open 15

4.3.9 Setpoint Ramp - Time to Close 15

4.3.10 Setpoint Curve Function 16

4.3.11 Positioner Deadband 16

4.3.12 Loss of Signal Position and Delay Time 16

WCAIM2037 DataFlo Digital Electronic Positioner DFP17 Installation, Operation and Maintenance Instructions 3

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4.3.13 Power-On Position and Delay Time 16

4.3.14 Electronic Positioner Rotation Limits (Electronic Travel Stops) 17

4.3.15 Tight Valve Shutoff 17

4.3.16 Full Open Operation of Valve with Open Travel Limit Set 17

4.3.17 Brake On Time 17

4.3.18 Restore Factory Default Values 17

4.3.19 Run Time Cycles for Maintenance 17

4.3.20 Alarm Functions 17

4.4 Local Mode 18

4.5 Feedback Calibration Routine and Cycle Time Measurement 18

4.5.1 For Microchip U5 or U3 Rev. V2.12 and Newer 18

4.5.2 For Microchip U5 or U3 Rev. V2.11 and Older 19

4.6 Run Mode 20

4.6.1 Valve Position Screen 20

4.6.2 Input Setpoint 20

4.6.3 Cycle Count 20

4.6.4 Deadband Readout 20

4.6.5 CW and CCW Travel Time Readout 20

4.6.6 Alarm Status Readout 20

4.6.7 Changing Operating Modes 21

4.7 Default Values (Factory Installed) 21

4.8 Calibrating and Programming the Digital Positioner 22

4.8.1 Programming Switches 22

4.8.2 Programming the Positioner Board 22

4.8.3 Programming the FrE1, FrE2, FrE3, and FrE4 Curves 22

4.9 RS-485 Communications 22

4.9.1 Packet Communications Software 23

4.9.2 RS-485 Connection 23

4.9.3 Communications Software 23

4.9.4 Serial Port Setup 23

4.9.5 Monitor Display 23

5.0 TECHNICAL DATA 26

5.1 Allowable Supply Voltage Range 26

5.2 Input Circuit Specifications 26

5.3 Output Circuit Specifications 26

5.4 Input Circuit Load Resistances 26

6.0 APPLICATION NOTES 27

6.1 Bypass Switch for Manual Control (For 120 VAC Only) 27

7.0 TROUBLESHOOTING 28

7.1 General 28

7.1.1 Cam Adjustment 28

7.1.2 Check Fuse F1 28

7.1.3 Check Basic Actuator for Proper Operation 28

7.1.4 Check for Noise Problems 28

7.1.5 Replace Circuit Board 28

7.2 Symptom Table 29

7.3 Troubleshooting Guidelines 30

4 DataFlo Digital Electronic Positioner DFP17 Installation, Operation and Maintenance Instructions WCAIM2037

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1.0 GENERAL

1.1 Basic Design

The Worcester/McCANNA DataFlo Digital Electronic Positioner
(DFP17) was designed for use with the Worcester/McCANNA Series
75 electric actuators. However, it may also be used with other
actuators or electrically operated rotary devices, provided the
specified load parameters as given in Section 5.3 are not exceeded.

a CAUTION: This positioner is sensitive to electrical noise; please

see Section 1.2.

PLEASE READ THIS SECTION

A. The 4–20 mA signal input circuit of both the AC and DC Digital

Positioner board is protected with a 62 mA fuse (F1). The fuse is
used to protect the input circuit from an excessively high
voltage. The fuse used in the input circuit is a Littlefuse PICO II
very fast acting fuse rated at 62 mA.

All DC Digital Positioner boards also use a standard 1

1

/4", 250 V,
3 A fuse (F2) to protect the circuit board and the power source in
case of a fault in the DC motor driver integrated circuit on the
circuit board.

a CAUTION: It is important that the DC voltage power source

be properly connected to the actuator’s terminal strip.
Terminal one (1) of this strip is to have the negative or
common wire connected to it. Terminal two (2) is to have
the positive wire connected to it.

NOTE: All wiring to terminal strip should be inserted only to the
midpoint of terminal strip.

B. The Digital Positioner board is designed to receive a floating

current input signal. This allows several pieces of equipment to
be operated from the same current loop while at the same time
remaining electrically independent of each other. A floating input
signal means that the current input signal should not be

referenced to the circuit board ground. This is especially
important with DC powered circuit boards. The board power
source must have a ground independent from that of the signal
source.

C. The Digital Positioner board can be set up in several ways for

normal operation. The board is designed to control in 90˚
quadrants only (with alternate potentiometer gearing, 180˚ of
rotation is available). The number of quadrants over which the
board will control is determined by the number of teeth on the
feedback pot pinion gear.

The standard setup is 4 mA for full clockwise rotation - i.e., 0˚
and 20 mA for full counter-clockwise Rotation - i.e., 90˚ or 180˚.

D. Quite often when we receive an actuator for repair, we find that

the only thing wrong with the unit is that the feedback
potentiometer is out of calibration. It is very important that the
feedback pot be properly calibrated for correct operation of the
positioner board. It is also very important that the actuator shaft
not be rotated out of the quadrant for which the feedback pot
has been calibrated. Whenever you have a problem with the
positioner calibration, always check the feedback pot calibration
first. This must be done with no power applied to the circuit
board. If the actuator is in the full clockwise position, check the
resistance between the purple and white/black potentiometer
leads. The reading should be 80-90 ohms. If it is not, rotate the
face gear until the proper reading is achieved. If the actuator
happens to be in the full counter-clockwise position then check
the resistance between the green and white/black potentiometer
leads. If necessary adjust the face gear for an 80-90 ohm
reading.

NOTE: It is not necessary to loosen or remove face gear snap
ring(s) (if present) to rotate gear, it is a friction fit. For gears that
do have snap rings, and if for any reason the snap ring(s) are to
be removed, do not over stretch them; use the minimum
opening to allow them to slip over the gear.

Figure 1 – Quadrants of Operation

WCAIM2037 DataFlo Digital Electronic Positioner DFP17 Installation, Operation and Maintenance Instructions 5

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1.2 Environmental Considerations

a CAUTION: The DataFlo Digital Electronic Positioner is sensitive to

electrical noise on signal or supply lines and in the environment.
For maximum positioner sensitivity, the electrical noise level
should be as low as possible. Follow installation, calibration and
adjustment guidelines carefully and use shielded wire as stated
in section 1.2.3.

Flowserve recommends that all products which must be stored prior
to installation, be stored indoors, in an environment suitable for
human occupancy. Do not store product in areas where exposure to
relative humidity above 85%, acid or alkali fumes, radiation above
normal background, ultraviolet light, or temperatures above 120˚F or
below 40˚F may occur. Do not store within 50 feet of any source of
ozone.

Temperature and humidity are the two most important factors that
determine the usefulness and life of electronic equipment.

1.2.1 Temperature

Operating solid state electronic equipment near or beyond
its high temperature ratings is the primary cause for most
failures. It is, therefore, very important that the user be
aware of and take into consideration, factors that affect the
temperature at which the electronic circuits will operate.

Operating an electronic device at or below its low
temperature rating generally results in a unit operating
poorly or not at all, but it will usually resume normal
operation as soon as rated operating temperatures are
reached. Low temperature problems can be easily cured by
addition of a thermostatically controlled heater to the unit’s
housing.

The Worcester/McCANNA DataFlo Digital Electronic
Positioner is rated for operation between -40˚F (with heater
and thermostat) and 160˚F. When using the Positioner
inside the Worcester/McCANNA 75 Series actuators, a
maximum ambient temperature of 115˚F is required to
ensure the circuit board maximum temperature of 160˚F is
not exceeded.

1.2.2 Humidity

Most electronic equipment has a reasonable degree of
inherent humidity protection and additional protection is
supplied by the manufacturer, in the form of moisture
proofing and fungicidal coatings.

Such protection, and the 3 to 4 watts of heat generated by
the circuit board assembly will generally suffice for
environments where the average relative humidity is in the
area of 80% or less and ambient temperatures are in the
order of 70˚F average.

Where relative humidity is consistently 80 to 90% and the
ambient temperature is subject to large variations,
consideration should be given to installing a heater and
thermostat option in the enclosure. The heater should not
increase the enclosure temperature to the point where the
circuit board assembly’s temperature rating of 160˚F is
exceeded.

In those instances where the internal heater would bring
the circuit board operating temperature near or above its
maximum rating, the user might consider purging the
enclosure with a cool, dry gas. The initial costs can usually
be paid off quickly in the form of greatly extended
equipment life, low maintenance needs, and much less
process downtime.

1.2.3 Input Circuit Noise Protection

Shielded wiring should be used for all signal input circuit
wiring regardless of length.

With separately housed positioners, the wiring from the
feedback potentiometer to remote positioner, would be
considered as signal input wiring and should also be
shielded wire.

The shields should never be used in place of one of the
input wires, and the shields should be grounded to
equipment housings at one end of the wiring run only.
Grounding both ends of shielding can eliminate the
shielding benefits because of current ground loops. If two
or more shielded cables come to the positioner from
different locations, ground the shields at the positioner.

6 DataFlo Digital Electronic Positioner DFP17 Installation, Operation and Maintenance Instructions WCAIM2037

Figure 2 – Digital Electronic Positioner Circuit Board

120/240 VAC

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WCAIM2037 DataFlo Digital Electronic Positioner DFP17 Installation, Operation and Maintenance Instructions 7

Figure 2 – Digital Electronic Positioner Circuit Board (continued)

24 VDC

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8 DataFlo Digital Electronic Positioner DFP17 Installation, Operation and Maintenance Instructions WCAIM2037

2.0 DataFlo ELECTRONIC POSITIONER
CIRCUIT BOARD

2.1 General

Figure 2 defines the location of major components and wires from the
Positioner Board to terminal strip connections. The Digital Positioner
Board is factory wired to the terminal strip either per Figure 4, Figure
5, Figure 6 or Figure 7, as found in Section 3.0, depending on power
circuit voltage and if 4–20mA position output option is installed.

The feedback potentiometer leads are factory connected to the
terminal block (TB1) on the Digital Positioner Board.

If a dual pot option is installed, the “B” pot leads will have to be wired
directly to external device. The “A” pot leads are factory connected to
the terminal block (TB1) on the Digital Positioner Board. Also, note
that the “B” pot has a voltage limit of 30 volts maximum.

2.2 Circuit Board Configurations

The positioner board is factory supplied for one of the seven input
signal options plus a two-wire RS-485 interface.

NOTE: Field changes to the positioner board are not advised. Consult
Flowserve before attempting any modification.

2.3 LED Indicators

Light emitting diodes (LEDs) marked LD1 (CW) and LD2 (CCW) are in
the output circuits and, when lit, indicate which direction the actuator
is trying to drive. A third LED, LD3, is used to indicate when an alarm
condition exists. If LD3 is lit, the alarm that caused it to light must be
determined by looking at the Liquid Crystal Display (LCD) and finding
the alarm parameter with the UP or DN switch.

2.4 Controls (Override)

There are no adjustable controls provided on the circuit board,
because none are necessary. All parameters are set through the
programming switches (keys) or the RS485 interface. Local push­button control is provided at the actuator by simultaneously pressing
the SEL and UP switches (keys) for three seconds. At this point the
UP and the DN switches (keys) can be used to manually position the
actuator shaft. Pressing the SEL switch for three seconds will return
the positioner to the run mode.

2.5 AC Power Control

The AC output circuits are controlled by solid state switches (triacs
Q3, Q4), which will provide trouble-free operation for the life of the
equipment they are used with, AS LONG AS THEY ARE OPERA

TED

WITHIN THEIR RATINGS.

The ratings for the solid state switches used in the Worcester/
McCANNA DataFlo Digital Electronic Positioner are listed in
Section 5.3.

3.0 WIRING OF DIGITAL POSITIONER
AND SERIES 75 ELECTRIC
ACTUATOR

See wiring diagrams located under actuator cover and/or in Figures 4
through 7 for customer connections.

3.1 Actuator Power

a CAUTION: Wiring should be inserted only to midpoint of terminal

strip.

3.1.1 Wire Size

Power to the positioner and from the positioner to the
actuator should be with wire no smaller than 18 gauge
and with insulation rated for the particular application.
The 18 gauge wire size is sufficient for all Worcester/
McCANNA Series 75 actuators. When using the
Positioner with other makes of actuators, check the
manufacturer’s current rating to determine the correct
wire size.

3.1.2 Termination and Voltage

Power connections are made to terminals 1 and 2 of the
terminal strip. The AC neutral or common, or DC negative
wire should be connected to terminal #1 and the AC
“hot” or DC positive wire to terminal #2. Note that the AC
Positioner requires a minimum of 110 VAC, and a
maximum of 130 VAC for the 120 VAC version and a 220
VAC minimum, 250 VAC maximum for the 240 VAC
version.

Grounding wires should be connected to green colored
grounding screw (if present) on the actuator base or to
any base plate mounting screw in the actuator.

3.1.3 Minimum Fuse Ratings

See table below for minimum fuse rating when over
current protection is used in motor power circuit.

Minimum Fuse Rating for Over Current Protection

Actuator Size Voltage Fuse Rating

10-23 120 VAC 5 A
25/30 120 VAC 10 A
10-23 240 VAC 3 A
25/30 240 VAC 5 A
10-23 24 VDC 5 A

NOTE: This table shows the minimum rating to prevent
inrush current from blowing the fuse.

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WCAIM2037 DataFlo Digital Electronic Positioner DFP17 Installation, Operation and Maintenance Instructions 9

3.2 Input Signal Connections

NOTE: The Digital Positioner signal input circuit is protected by a 1/16

amp fuse, F1 (See Figure 2 and Section A of Section 1.1).

See Section 5.2 for input circuit specifications.

After input signal connections have been made, securely tighten all
terminal screws. Keep wiring away from all rotating parts and ensure
it will not be pinched when the actuator cover is installed.

3.2.1 Milliamp

DFP17-1, DFP17-4, DFP17-10 (Milliamp Input Signal for
Digital Positioner)

For a milliamp signal input, the more positive or “High”
signal lead should connect to actuator terminal 11. The
less positive or “Common” lead should connect to actuator
terminal 10. (Terminal 10 is (-), Terminal 11 is (+).)

This positioner is available for use with the standard
milliamp signals: 1 to 5, 4 to 20, and 10 to 50 milliamps.
The positioner board is factory calibrated for one of the
three milliamp signal ranges. A label on the circuit board
indicates the positioner’s signal range.

Section 5.4 gives the nominal resistance load, which the
positioner presents to the control circuit for the three
signal ranges.

Comparison of resistance measurements made at
terminals 10 and 11 (on the yellow and blue wires from
the circuit board) against the resistances shown in part

5.4 provides a quick way to determine the milliamp range
for which a particular board is calibrated. If fuse F1 is
blown, an open circuit will be indicated.

NOTE: If the circuit board has an orange wire attached to
it (See Figure 2), the board is set up for a Potentiometer
Input. See section 3.2.2 and Figure 3.

3.2.2 Resistive

DFP17-13, DFP17-1K (Potentiometer Input for Digital
Positioner)

NOTE: The Input Potentiometer is not the Feedback
Potentiometer, but is an additional potentiometer
provided by and externally located by the end user.

For a potentiometer input signal, the usual connections
will be similar to that shown in Figure 3 with a “Close”
command being generated when the potentiometer of
Figure 3 is rotated to its full CCW position and an “Open”
command when it is in the full CW position.

If the command signal is derived from other than a rotary
pot, it is only necessary to keep in mind that a “Closed”
(full CW) valve is called for when the command
potentiometer presents the least resistance between
terminals 10 and 11 and the most resistance between
terminals 11 and 12. A full “Open” (full CCW) valve
would be the reverse condition; the least resistance
between terminals 11 and 12 and the most resistance
between terminals 10 and 11.

If the “Command” potentiometer is reasonably linear, the
actuator/valve will be approximately 50% open when the
potentiometer shaft is halfway through its travel and the
resistances between terminals 10 to 11 and 11 to 12 are
equal.

Potentiometer input circuit boards are made in two
versions, one for high resistance command circuits ­1000 ohms nominal, and one for low resistance
command circuits - 135 ohms nominal.

3.2.3 DC Voltage

DFP17-5V, DFP17-XV (Direct Voltage Input Signal for
Digital Positioner).

For a voltage input signal, the more positive or “High”
signal lead should connect to terminal 11. The less
positive or “Common” lead should connect to terminal 10
[Terminal 10 is (-), Terminal 11 is (+)]

This positioner is available for use with the standard
direct voltage signals: 0 to 5 VDC and 0 to 10 VDC. The
positioner board is factory calibrated for one of these two
signal ranges and field changes are not advised.

Section 5.4 gives the nominal resistance load which the
positioner presents to the control circuit for the two
signal ranges.

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Figure 3

10 DataFlo Digital Electronic Positioner DFP17 Installation, Operation and Maintenance Instructions WCAIM2037

NOTE: For all input signal circuit wiring, regardless of length, shielded wiring should be used. See Section 1.2.

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Figure 4 Figure 5

WCAIM2037 DataFlo Digital Electronic Positioner DFP17 Installation, Operation and Maintenance Instructions 11

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Figure 6 - 24 VDC DFP17 Circuit Board Wiring

Figure 7

The Digital Positioner board 4–20 mA position has been calibrated at the factory and should require no further adjustment.

12 DataFlo Digital Electronic Positioner DFP17 Installation, Operation and Maintenance Instructions WCAIM2037

4.0 CALIBRATION AND ADJUSTMENT

4.1 DataFlo Calibration Procedures, Initial Set-Up and Adjustment
(Applies to All Models)

4.1.1 Calibration Procedures for Microchip U5 (AC Board) or
U3 (DC board) REV. V2.12 and Newer

NOTE: See Section 4.5.1 for more detailed information

A. If not already done, remove the cover and apply correct

voltage per Section 3.0 to terminals 1 and 2.

B. If not already done, connect an input source to terminals

10 (-) and 11 (+), and 12 (if applicable) per Section 3.0.

C. When power is applied the unit will be in the Run Mode.

The display should be flashing between POS and a
number between 0 and 100.

D. Simultaneously press and hold the SEL and DN switches

(keys) for three seconds. When first entering the
Calibration Mode, CAL will be displayed for two seconds
and the security code will be checked. If the required
security code is not zero (“0000”), the display will begin
alternating between codE and 0000. Enter the security
code as described in section 4.3.1.A and per section

4.2.6. If the required security code is zero, it will not
need to be entered by the user, i.e., it will be bypassed
and display will automatically flash SEtL, and you can
skip to section F.

NOTE: If the security code is forgotten, the special
number 4800 can be used to gain entry. However, this
number will now be the new security code and if another
code number is still desired, it will have to be
reprogrammed.

E. If, and after, a security code has been entered, press and

release SEL to accept the code. The display will now flash
SEtL and a value.

F. Simultaneously press and release the SEL and UP keys,

then adjust input signal to lower input value, e.g., 4 mA.
Press and release SEL to lock in value.

G. Press and release the DN key, the display will now flash

SEtU and a value. Simultaneously press and release SEL
and UP, then adjust input signal to higher input value,
e.g., 20 mA. Press and release SEL to lock in value.

H. Press and release DN, the display will now flash PoC and

a number between 0 and 5 volts. Simultaneously press
and release SEL and UP. Adjust so shaft is full CW using
the DN key.

Important: Be careful not to go past 90˚, see section 4.1.3.
The display should read between .200 and .400 volts. If
not, rotate the face gear located on the actuator shaft until
you read between .200 and .400 volts. The gear is held in
place by means of a friction lock and snap ring(s). No
tools are needed nor is it necessary to loosen or remove
the snap ring(s) to move the gear. Steady gentle finger
pressure will move the gear to allow you to adjust the
feedback pot. Press and release SEL to lock in value.

I. Press and release DN, the display will now flash PoCC

and the feedback voltage value. Simultaneously press and
release SEL and UP. Adjust so shaft is full CCW using the
UP key (do not go past 90˚). Press and release SEL to
lock in value.

J. Press and release DN, the display will now flash Cyt and

a cycle time reading. Simultaneously press and release
the SEL and UP keys. At this time the actuator will
perform one cycle to measure its cycle time displaying

PoC as the actuator travels to the full CW position and
PoCC for the CCW position.

K. The calibration is now complete. Press and hold the SEL

key for three seconds and the positioner will revert back
to the normal run mode and will respond to input signal.

4.1.2 Calibration Procedure for Microchip U5 (AC board) or
U3 (DC board) REV. V2.11 and Older

Note: See Section 4.5.2 for more detailed information.

A. If not already done, remove the cover and apply correct

voltage per Section 3.0 to terminals 1 and 2.

B. If not already done, connect an input source to terminals

10 (-) and 11 (+), and 12 (if applicable) per Section 3.0.

C. The display should be flashing between POS and a

number between 0 and 100.

D. Press and hold both the SEL and the DN keys down for

three seconds. The display will read None then Cal for
two seconds, then it will flash between Code and 0000.

E. Enter the security code as described in sections 4.3.1.B

and 4.2.6.

F. Press and release the SEL key to accept code.

G. The display will now flash CAPo and no. Press and

release the SEL key and the display will read PoC and a
number between 0 and 5 volts.

H. Press and hold the DN key and the actuator will move

clockwise. Release the DN key when the valve and
actuator are in the closed position. The display should
read between .200 and .400 volts. If Not, rotate the face
gear located on the actuator shaft until you read between
.200 and .400 volts. The gear is held in place by means
of a friction lock and snap ring(s). No tools are needed
nor is it necessary to loosen or remove the snap ring(s)
to move the gear. Steady gentle finger pressure will move
the gear to allow you to adjust the feedback
potentiometer.

I. Once you have set the feedback pot you press and

release the SEL key once. The display will flash PoCC and
the voltage you just adjusted to.

J. Press and hold the UP key and the actuator will move

counterclockwise. Release the UP key when the actuator
and valve are in the full open position. Be careful not to

go past 90 degrees. The limit switch should be set at
92 degrees and should not be tripped when the valve is
in the full open position.

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WCAIM2037 DataFlo Digital Electronic Positioner DFP17 Installation, Operation and Maintenance Instructions 13

K. The display will now read a new feedback voltage,

approximately 4 volts. Press and release the SEL key.

L. The display will now flash CAPo and no. Press and

release the UP key. The display will now flash between
CASE and no.

M. Press and release the SEL key and the display will read

SEC and read a voltage between 0 and 5 volts. Set your
input to 4 mA. (The actuator will not move.) The display
will read approximately .8 volts. Press and release the
SEL key.

N. The display will flash between SECC and your set voltage.

Apply 20 mA to your signal input. The display should
read approximately 4 volts. Press and release the SEL
key.

O. The display will now flash between CASE and no again.

Press and release the UP key once. The display will now
flash between CACY and no.

P. Press and release the SEL key once and the display will

flash posn and then Close and the actuator will cycle
close then the display will read open and the actuator will
cycle open. The unit is measuring its cycle time. When
the cycling is done the display will flash CASY and no
again.

Q. The calibration is now complete. Press and hold the SEL

key for three seconds and the positioner will revert back
to the normal run mode and will respond to input signal.

4.1.3 Initial Setup and Adjustments

When properly adjusted, the actuator will stop at the full
open and full closed points as a result of having reached
one of the limits of the input signal span, and the
actuator’s limit switches will be used only in a backup
mode to stop the actuator, should an electronic
component failure occur. The switch cams should be set
2° beyond the normal end of travel.

For the Series 75, 240 VAC Actuator with a 240 VAC
Digital Positioner, the two limit switches do not limit
actuator travel in the event of a component failure, they
are used to switch off the optocouplers (U1, U2) outputs
at the end of CW and CCW strokes instead of directly
switching off the motor. This protects the triacs (Q3, Q4)
by ensuring that they are switched off via their gate
circuit and do not shut off on full power.

a CAUTION: Do not manually position the actuator

shaft beyond where the limit switches would have
stopped shaft travel.

Actuators with factory mounted positioners will be
shipped with their limit switches properly adjusted to trip
at 13 degrees AFTER the positioner electronics would
normally have shut the actuator off upon reaching the
upper or lower input signal limit.

4.2 General Description of the Digital Positioner

The digital positioner will be used for intelligent control and operation
of an electric valve actuator.

4.2.1 Valve Position Setpoint Input

The valve position setpoint input signal is derived from
either an analog input signal or from a digital RS485
serial input.

4.2.2 Valve Position Feedback

Valve position feedback to the digital positioner board is
from the 1000 ohm potentiometer geared to the actuator
shaft.

IMPORTANT: The feedback potentiometer is calibrated for
only one 90° quadrant of valve operation If the output
shaft is repositioned to another 90° quadrant or if the
output shaft is rotated a multiple of 360° from its original
position, the feedback potentiometer will no longer be in
calibration and must be recalibrated. See sections C and
D of part 1.1.

The Series 75 actuators offer a manual override feature.
Whenever repositioning the valve using the manual
override capability on these actuators, move the valve
only within the 90° quadrant for which the feedback
potentiometer has been calibrated.

4.2.3 Key Features of the Digital Positioner

• Easy push-button calibration of the positioner

• Programmable set-point direction

• Microprocessor-based positioner

• Programmable split range

• High resolution

• Programmable deadband as well as auto adjust

• Cycle count

• Programmable operating parameters

• High, low and deviation alarms

• Four programmable position response curves

• Loss of signal position and time delay

• Local and remote positioner operation

• Loss of power position and time delay

• Electronic travel limits

• ASCII text area in EEPROM (420+ bytes)

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4.2.4 Operating Modes

The four modes of operation are:
PROGRAM (see section 4.3)
LOCAL (see section 4.4)
CALIBRATION (see section 4.1.1 or 4.1.2
and section 4.5)
RUN [This is also the default mode (see section 4.6).]

4.2.5 Data Readout

A four-digit LCD mounted on the positioner board
provides local data readout. Each LCD segment is
controllable, which allows display of some letters
in addition to all digits. Parameters will be
identified by names, not numbers. Provisions for
numerical values with decimal points will be
made.

4.2.6 Local Data Entry

Three push-button switches on the positioner board are
used for local data entry:

SEL Selects a parameter for editing or changes
modes of operation.

Increases selected value or selects next
parameter. Hereafter this switch will be called UP.

Decreases selected value or selects previous
parameter. Hereafter this switch will be called

DOWN.

In the Program Mode of operation, data is edited
by pressing the SEL switch while the parameter
name is alternating with its value. The display will
then be in the Fixed Mode where one or more
digits will flash.

With a single digit flashing, pressing the UP
switch will increase the digit value by one, wrapping
from 9 to 0. Pressing the DOWN switch will cause
the next digit to blink and allow it to be edited.
Pressing the SEL switch will store the value in
non-volatile memory, discontinue editing, and
return the display to the Toggle Mode.

NOTE: Displayed data cannot be edited in the Run
Mode. Pressing the SEL switch in that mode causes the
display to stop alternating and only the parameter value
is displayed.

4.2.7 Display Modes

The display has two modes of operation:
Toggle Mode and Fixed Mode.

In Toggle Mode (default), the display will alternate
between a parameter name and its value. In Fixed Mode
(press SEL switch), only the value appears on the
display. If a parameter is being edited, one or more digits
are blinking as the value of the parameter is being
displayed.

4.3 Program Mode

The Program Mode is entered from the Run Mode by pressing
the onboard SEL switch for three seconds.

When first entering the Program Mode, Prog will be displayed
for two seconds and the security code will be checked. If the
required security code is not zero, the display will begin
alternating between CodE and 0000. Enter the security code as
described in section 4.3.1. If the required security code is zero
(“0000”) it will not need to be entered by the user, i.e., it will be
bypassed.

After any required security code is correctly entered, a menu
allows the user to select individual parameters they wish to
program.

For all parameters below, the display will be in Toggle Mode
alternating between showing the parameter name for one second
then its value for one second. Pressing the UP or DOWN
switches in the Toggle Mode will display the next or previous
parameter (respectively). Pressing the SEL switch while in the
Toggle Mode will enter the Fixed Mode of display where the value
can be altered.

As explained in section 4.2.6, values are edited by pressing the
UP or DOWN switches (UP to increment digit and DOWN to
advance to the next digit) until the desired value is obtained.
Pressing the SEL switch while editing will record the current
value and return the display to the Toggle Mode.

If an invalid value is entered for a parameter, the display will
flash an error message until acknowledged by the user. The user
can acknowledge an error by pressing the SEL switch.

4.3.1 Security Code Screen

A. Security Code Screen for Microchip U5 (AC board) or U3

(DC board) Rev. V2.12 and newer.

The display will alternately display CodE and 0000.

The correct security code number must be entered to
gain access to Program and Calibration Modes. Once in
the Program Mode, the security code can be
reprogrammed.

Legal security code values are 0000 to 9999. Note that
when the security code of 0000 is used, the security
option will be bypassed. With a code of 0000 the user is
not required to enter the code to gain access to modes
that use the security code.

If the security code is forgotten, the special number 4800
can be used to gain entry to modes that require a
security code. However, this number will now be the new
security code and if another code number is still desired,
it will have to be reprogrammed.

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B. Security Code Screen for microchip U5 (AC board) or U3

(DC board) REV. V2.11 and older.

The display will alternately display CodE and 0000.

The correct security code number must be entered to
gain access to the parameter entry screens.

Legal security code values are 0001 to 9999. The security
code is set to 1000 at the factory. For some units the
special code of 4800 may have to be used.

When the correct code is entered, any programmable
parameter can be modified including the security code.
Once a security code is established, it cannot be
displayed and must be remembered.

4.3.2 Unit Address Screen

The display will alternately display Addr and the
communications address, which is factory set at 1 on
new units.

a CAUTION: Do not install two units with the same

address on the same RS-485 bus.

To edit the value, use the UP or DOWN switches to select
a value from 1 thru 255.

4.3.3 Output Current Range

The display will alternately display Ocur and either 4-20
or 0-20.

Edit the value and use the UP or DOWN switches to
select 0-20 or 4-20.

4-20 selects a 4-20 mA output current range.

0-20 selects a 0-20 mA output current range.

A voltage output can be achieved by connecting a
resistor across the current output.

The output current feedback is linear.

4.3.4 Analog Setpoint (Input) Range

The analog setpoint (input) signal range is fixed.

4.3.5 Setpoint Direction - Direct-Acting (Rise), Reverse­Acting (Fall)

The display will alternately display Sdir and either riSE or
FALL.

Use the UP or DOWN switches to select riSE or FALL.

riSE selects direct-acting positioner control where the

actuator rotates in the CCW direction (opens the valve)
as the setpoint signal increases. The valve is closed (full
CW) at the minimum setpoint signal value.

FALL selects reverse-acting positioner control where the
actuator rotates in the CCW (open) direction as the
setpoint signal decreases. The valve is full CCW (open) at
the minimum setpoint signal value and full CW (closed)
at the maximum setpoint signal value.

4.3.6 Setpoint Split Range START Selection

The display will alternately display SPrS and its value.

For a direct-acting positioner, SPrS specifies the START
of the split range input signal for the full CW (closed)
actuator position, and must be less than SPrE. For a
reverse-acting positioner, SPrS specifies the START of
the split range input signal for the full CCW (open)
actuator position, and must be less than SPrE

.

The setting can be anywhere from 0.0 to 99.9% of the
input signal range in 0.1% increments.

Split ranging is useful when more than one valve is used
in a control system. As an example, one actuator can be
calibrated to open for an input signal between 4-12 mA
and another to open for an input signal between 12 and
20 mA.

4.3.7 Setpoint Split Range END Selection

The display will alternately display SPrE and its value.

For a direct-acting positioner, SPrE specifies the END of
the split range input signal for the full CCW (open)
actuator position, and must be greater than SPrS. For a
reverse-acting positioner, SPrE specifies the END of the
split range input signal for the full CW (closed) actuator
position, and must be less than SPrS.

The setting can be anywhere from 0.1 to 100.0% of the
input signal range in 0.1% increments.

4.3.8 Setpoint Ramp - Time to Open

The display alternately displays OPEn and the selected
time to open.

Times from 0 to 200 seconds can be selected as the time
for the actuator to travel from the full closed (CW) to the
full open (CCW) position.

If “0” (or a time less than the CCW travel time) is
selected, the rate of response to a step change in the
input signal will be as fast as the valve actuator can
operate. The slowest time to open is 200 seconds.

The actuator will run to the setpoint at full speed and
then brake if the time to open time setting is less than
that measured in the calibration routine.

4.3.9 Setpoint Ramp - Time to Close

The display alternately displays CLOS and the selected
time to close.

Times from 0 to 200 seconds can be selected as the time
for the actuator to travel from the full open (CCW) to the
full closed (CW) position.

If “0” (or a time less than the CW travel time) is selected,
the rate of response to a step change in the input signal
will be as fast as the valve actuator can operate. The
slowest time to close that can be selected is 200
seconds.

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The actuator will run to the setpoint at full speed and
then brake if the time to close time setting is less than
that measured in the calibration routine.

4.3.10 Setpoint Curve Function

The display will alternately display SFc and either Lin or
FrE1, FrE2, FrE3, or FrE4.

This function tells the positioner the desired shaft
positioning characteristic with respect to input signal.

Lin causes the shaft position to vary in a linear fashion
as the input signal changes (i.e., if the signal is at 50
percent, the shaft position will be at 50 percent of the
selected operating range).

The FrE1-FrE4 curves allow 21 setpoint vertices to be
set. In this way, a custom shaft positioning characteristic
can be entered. There is a vertices set (data point) at
4 mA and then every 0.8 mA up to and including 20 mA.
The vertices are displayed as SL 0 to SL 20 and will only
be displayed when one of the FrE1-FrE4 curves is chosen
as the setting. The SL parameters can be found in the
menu between the PrSt parameter and the CodE
parameter. Use the UP and DOWN switches to select and
change the vertices settings.

The factory installed default curve for the FrE1 setting is
the 1:25 equal percentage curve and for the FrE2 setting
it is the 1:50 equal percentage curve. The factory default
settings for the FrE3 and FrE4 curves are linear.

NOTE: Definition of equal percentage: for equal
increments of valve rotation, the Cv increases by a given
percentage over what it was at the previous setpoint.

4.3.11 Positioner Deadband

The display will alternately display dEbA and the
deadband value.

The deadband is used to prevent oscillations about a
setpoint because of small fluctuations in either the
setpoint signal or the position feedback signal. The
deadband represents a plus and minus percentage of the
full range of either the input signal or the feedback signal.
Fixed deadband values can be selected from 0.1 to 10.0
(percent) of range. When the DOWN switch is pressed
when the right most digit is selected, the display will
show Auto. Pressing SEL while on that screen will select
Auto deadband.

A deadband setting of Auto will allow constant automatic
adjustment of the deadband in an adaptive fashion as
required for best performance. This is the recommended
setting. The lower Auto default value is .5 but this can be
changed with the manual setting. Whatever value has
been set for the manual deadband setting, becomes the
lower limit for the Auto deadband mode.

4.3.12 Loss of Signal Position and Delay Time

The display will alternately display SPOS and the position
the valve will move to if there is a loss of signal. A loss of
signal condition occurs in either of two situations: 1)
When the positioner is in analog position control and the
input signal is less than 2 mA; or 2) When the positioner
is controlled by the serial data link (digital control) and
no signal has been received within the SPt time period.

When a loss of signal occurs in the analog control mode,
the positioner will immediately go to the SPOS position.
A HOld option specifies the positioner is to hold its
current position. The positioner will hold the SPOS
position until a valid analog input signal is present for the
SPt delay period. If the SPt parameter is set to zero
seconds, restoration of the signal will cause the
positioner to work as normal with no time delay.

A loss of signal in the digital control mode means the
positioner has not received a valid command within the
SPt time period. In that case, the positioner will
immediately go to the SPOS position. A HOld option
specifies the positioner is to hold its current position. The
positioner will hold the SPOS position until a valid digital
position command is received.

The display will alternately display SPt and the delay time
(in seconds). The time range is 0 to 9999 seconds. A
time of 0 in analog control mode disables the loss of
signal option. A time of 0 in digital control mode
effectively disables the loss of signal option by allowing
an infinite time between received commands. In digital
control mode, non-zero SPt time values less than three
seconds will use three seconds as the delay.

4.3.13 Power-On Position and Delay Time

When power is first applied to the positioner and the unit
is in analog signal control mode, it will go to the position
specified by the PPOS parameter for a time specified by
the PPt parameter. During that time, any input signal is
ignored.

If the unit is in PC Cmd control mode and there is a valid
PC signal, the unit will respond to the signal immediately,
otherwise, it will go to the power on position for the PPt
time and then go to the SPOS position for the SPt time.

The display will alternately display PPOS and the position
(in percent) the valve will move to when power is first
applied or when power is restored. The actuator will hold
that position for the time specified in the next step. The
position range is 0.0 to 100.0% and HOLd. A HOLd
option specifies the positioner is to hold the last position
(i.e., the actuator will not move).

The display will alternately display PPt and the time (in
seconds) that the PPOS position will be held. During that
time, the positioner will ignore any input signal and will
hold the PPOS position. The time range is 0 to 9999
seconds. A time of 0 disables this option such that the
positioner will immediately respond to the input signal
when power is first applied or restored.

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4.3.14 Electronic Positioner Rotation Limits
(Electronic Travel Stops)

The display will alternately display yA and its position
value.

yA is the electronic lower rotation limit for shaft position
at the start of the signal range. It can be set to a value
from 0.0 to 100.0 in increments of 0.1 percent.

Press the UP switch to advance to the yE parameter
screen.

The display will alternately display yE and its position
value.

yE is the electronic upper rotation limit for shaft position
at the end of the signal range. It can be set to a value
from 0.0 to 100.0 in increments of 0.1 percent.

If yA were set at 20.0 then the actuator shaft would never
rotate further CW than 20 percent open. If yE is set to 70
percent then the actuator shaft would never rotate further
CCW than 70 percent open. These electronic limits
restrict the range of actuator shaft rotation.

yA must always be less than or equal to yE. yE must
always be greater than or equal to yA.

4.3.15 Tight Valve Shutoff

The display will alternately display yCLS and its setting.

yCLS is how we specify whether tight valve shutoff is

desired when the input signal reaches the low end of its
range. It is significant when the yA function is set to a
value other than 0.0 percent. The two choices are yES
and no. As an example, if the actuator/valve is controlling
fuel flow to a burner, yA might be set to 30 percent as a
low fire position, but between 4.1 and 4.2 mA the valve
would fully close if yCLS is set to yES to allow
maintenance to be performed on the burner.

4.3.16 Full Open Operation of Valve
with Open Travel Limit Set

The display will alternately display yOPn and its setting.

yOPn is how we specify whether the valve will fully open

when the input signal reaches the upper end of its range.
It is significant when the yE function is set to a value
other than 100.0 percent. The two choices are yES and
no. As an example, if yE is set at 70 percent and yOPn is
set to yES, then the actuator/valve would be 70 percent
open at 19.8 mA. but would open fully when the signal is
increased to 19.9 mA.

4.3.17 Brake on Time

The display will alternately display br and the brake time.

Actuator brake times from 0.10 to 0.99 seconds can be
selected in 0.01 second increments. The actuator brake
time begins after either the CW or CCW signal to the
actuator drive motors turns off.

Any control signal change will be ignored during the
brake

ON period. The factory setting is .25 seconds, and
it is not recommended that this be changed. Ideally, the
brake ON time should be as short as possible to
minimize motor heating while at the same time
minimizing any overshoot caused by motor rotor inertia.

4.3.18 Restore Factory Default Values

The display will alternately display PrSt and no.

If yES is selected instead of no then the factory default
values for all parameters will be selected. This flag is not
a parameter but must be edited the same way to select
yES. This is a momentary function and values can be
altered after the default values have been selected. After
the factory default values have been reloaded, the display
will once again display no.

See Section 4.7 for a list of the default values.

4.3.19 Run Time Cycles for Maintenance

The display will alternately display CyS and the total
number of seconds for the valve to travel from full CCW
to full CW then back to full CCW. This cycle time is
measured in the cycle time calibration routine which is
performed after the feedback potentiometer calibration
routine.

The microprocessor converts run time into cycles.

The next screen displays accumulated cycles CyCn. The
number shown represents thousands of cycles. The
display can show up to 9.999 million cycles. Obviously at
higher cycles, less resolution is available on the display.
Only whole cycles are displayed.

With CyCn displayed, the user can press the SEL switch
and the total will begin flashing. At that point, holding
down the DOWN switch for four seconds will clear the
total.

Because the life of EEPROM is based on the number of
write operations, only every 100 cycles will cause the
total to be written to the nonvolatile memory.

4.3.20 Alarm Functions

The DEVIATION alarm becomes active if the valve does
not move to the desired position within a certain time
period. The time period is ten seconds plus either the
ramp time for the direction in which the actuator is
moving, or the open/close time from calibration,
whichever is greater.

A means to set UPPER and LOWER rotation alarm limits
on the actuator/valve shaft position is provided. An alarm
shall occur if the positioner rotates beyond either the
upper or lower set limit. The range of rotation limits is
from 0 to 100%. An example of typical alarm limits
would be 20% for LOWER and 80% for UPPER.

An opto-isolated open collector alarm output will be on
whenever any alarm condition exists.

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NOTE: For wiring of alarm outputs refer to diagram on
the right.

Two alarm parameters will be programmable:

Ahi: 0.0 to 100.0% For the upper rotation alarm.

Alo: 0.0 to 100.0% For the lower rotation alarm.

Load Specifications for Alarm Output:
Maximum Collector/Emitter Voltage is 50 volts DC,
maximum Collector/Emitter Current is 100 mA.

The AdE value is also shown with the programmable
parameters to show the deviation alarm time. This value
cannot be edited.

The thEr display indicate a thermal warning condition for
the DC motor driver IC.

4.4 Local Mode

Local Mode is provided to allow manual control of the positioner.
Local Mode is entered from the Run Mode by holding down the
SEL and UP switches simultaneously for three seconds. From
the Local Mode, pressing and holding the SEL switch for two
seconds will return to the Run Mode.

In the Local Mode, the display will show POS alternating with the
position. Pressing the SEL switch will stop the alternating.

Press either the UP switch to travel CCW or the DOWN switch to
travel CW. When either switch has been pressed and let up, the
brake will be applied for the programmed brake time.

4.5 Feedback Calibration Routine and Cycle Time Measurement

4.5.1 For Microchip U5 (AC board) or U3 (DC board)
Rev. V2.12 and newer only

The Calibration Mode provides a way to properly calibrate
signals used by the positioner. Periodic calibration is
recommended to maintain accurate positioning. This
mode is entered from the Run Mode by simultaneously
holding down the SEL and DOWN switches for three
seconds. From the Calibration Mode, pressing and
holding the SEL switch for two seconds will return to the
Run Mode.

When first entering the Calibration Mode, CAL, will be
displayed for two seconds and the security code will be
checked. If the required security code is not zero
(“0000”) the display will begin alternating between CodE
and 0000. Enter the security code as described earlier in
section 4.3.1.A and per section 4.2.6. If the required
security code is zero, it will not need to be entered by the
user (i.e., it will be bypassed).

After any required security code is correctly entered, a
menu allows the user to select individual calibration
procedures they wish to perform.

The user is presented with the first of several calibration
parameters. Calibration is performed in a manner similar
to parameter editing in the Program Mode. A parameter
is shown alternating with its current value. Pressing the
DOWN switch will select the next calibration parameter.
To perform the calibration procedure for a displayed
parameter, simultaneously press the SEL and UP
switches. When calibration of the selected item is
completed, press the SEL switch to return to the menu.
Also refer to section 4.1.1 for step by step procedures.

In the table below, calibration names are shown as they
appear on the display with their definition. The table also
shows the order of the procedures.

Parameter
Name Description

SEtL Setpoint range lower limit signal value.
SEtU Setpoint range upper limit signal value.
PoC Shaft position feedback value in clockwise

position.

PoCC Shaft position feedback value in counter-

clockwise position.

Cyt Cycle time measurement.

A. Input (setpoint) Signal Calibration

1. Use the DOWN switch to go to SEtL.

2. The display will alternate between SEtL and the
voltage resulting from the input current signal.

3. To edit, simultaneously Press and release SEL and
UP switches then: Adjust the signal source to
produce the lower input reading, e.g., a 4 mA
signal. The voltage reading should be less than

1.0 volts. Press the SEL switch to lock in the full
CW reading. Control returns to the Calibration
Menu.

4. Use the DOWN switch to go to SEtU.

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5. The display will alternate between SEtU and the
voltage resulting from the current signal.

6. To edit, simultaneously press and release SEL and UP
switches then: Adjust the signal source to produce the
higher input reading, e.g., a 20 mA signal. Press the
SEL switch to lock in the full CCW input reading.
Control returns to the Calibration Menu.

B. Position Endpoint Calibration

1. Use the DOWN switch to go to PoC.

2. The display will alternate between PoC and the
feedback voltage value.

3. To edit, simultaneously press and release SEL and UP
switches, then use either the UP or DOWN switches to
manually rotate the actuator to its full CW position.
With the actuator in the full CW position, adjust the
feedback potentiometer for a reading between .200
and .400 volts. Press the SEL switch to lock in the full
CW feedback reading. Control returns to the
Calibration Menu.

4. Use the DOWN switch to go to PoCC.

5. The display will alternate between PoCC and the
feedback voltage value.

6. To edit, simultaneously press and release SEL and UP
switches then: Use the UP switch to manually rotate
the actuator to its full CCW position. If the shaft
rotates too far, use the DOWN switch to bring the
shaft back to the full CCW position. Press the SEL
switch to lock in the full CCW feedback reading.
Control returns to the Calibration menu.

C. Cycle Time Calibration

NOTE: THIS PROCEDURE SHOULD ONLY BE
PERFORMED AFTER A VALID POSITION ENDPOINT
CALIBRATION PROCEDURE HAS BEEN COMPLETED.

1. Use the DOWN switch to go to Cyt.

2. The display will alternate between Cyt and a cycle time
reading.

3. Simultaneously press and release SEL and UP
switches.

If this is selected, the actuator will first go to the fully
CCW position (if is not already there).

The display will than show PoC and the actuator will
travel to the full CW (closed) position and record the
travel time. At that point, the CW time measurement
will begin.

The display will then show PoCC and the actuator will
travel the full CCW (open) position and record the
travel time. At that point, the cycle time calibration is
complete and control returns to the calibration menu.

4.5.2 For Microchip U5 (AC board) or U3 (DC board) Rev.
V2.11 and older only:

Calibration mode is entered from the Run Mode the same
as the program and Local Modes.

The Calibration Mode has three procedures. Any one or
all of the three procedures may be performed. The
procedures are: Position Endpoint Calibration, Input
Signal Calibration, and Cycle Time Measurement. They
are each described separately below.

When first entering the Calibration Mode, the display will
show CAL for one second then will begin alternating
between CodE and 0000. Enter the security code as
described earlier in sections 4.3.1.B. and 4.2.6. After the
code is correctly entered, press the SEL

switch to accept
code. A series of menu selections allows the user to pick
which calibration procedures they wish to perform.

After entering the correct security code, the display will
alternate between CAPo and no. This is the menu for the
calibrate position procedure. Pressing the SEL switch will
enter the position endpoint calibration procedure, or
pressing the UP or DOWN switches will select another
procedure.

The menu for entering the input signal calibration
procedure is shown with a display that alternates
between CASE and no. Pressing the SEL switch will enter
the setpoint input calibration procedure, or pressing the
UP or DOWN switches will select another procedure.

The menu for entering the cycle time calibration
procedure is shown with a display that alternates
between CACy and no. Pressing the SEL switch will start
the cycle time calibration procedure, or pressing the UP
or DOWN switches will select another procedure.

A. Position Endpoint Calibration

1. The display will alternate between PoC and the

feedback voltage value.

2. Full CW position feedback reading:

Use either the UP or DOWN switches to manually
rotate the actuator to its full CW position.

With the actuator in the full CW position, adjust the
feedback potentiometer for a reading between .200
and .400 volts.

Press the SEL switch to lock in the full CW feedback
reading.

After the full CW feedback value has been recorded,
control sequences to the next screen.

3. The display will alternate between PoCC and the

feedback voltage value.

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4. Full CCW position feedback reading:

Use the UP switch to manually rotate the actuator to its
full CCW position. If the shaft rotates too far, use the
DOWN switch to bring the shaft back to the full CCW
position.

Press the SEL switch to lock in the full CCW feedback
reading.

After the full CCW feedback position has been recorded,
control returns to the calibration menu.

B. Input (setpoint) Signal Calibration

1. The display will alternate between SEC and the voltage
resulting from the input current signal.

2. Full CW input reading:

Adjust the signal source to produce a 4 mA signal.
The voltage reading should be less than 1.0 volts.

Press the SEL switch to lock in the full CW input
reading.

After the full CW input value has been recorded,
control sequences to the next screen.

3. The display will alternate between SECC and the
voltage resulting from the current signal.

4. Full CCW input reading:

Adjust the signal source to produce a 20 mA signal.

Press the SEL switch to lock in the full CCW input
reading.

After the full CCW feedback position has been entered
control returns to the calibration menu.

C. Cycle Time Calibration

If this is selected, the actuator will first go to the fully
CCW position (if it is not already there) with the display
showing POSn.

The display will then show CLOS and the actuator will
travel to the full CW (closed) position and record the
travel time. At that point, the CW time measurement will
begin.

The display will then show OPEn and the actuator will
travel to the full CCW (open) position and record the
travel time. At that point, the cycle time calibration is
complete and control returns to the calibration menu.

a CAUTION: THIS PROCEDURE SHOULD ONLY BE

PERFORMED AFTER A VALID POSITION ENDPOINT
CALIBRATION PROCEDURE HAS BEEN
COMPLETED.

Position Current Output

In the Run Mode, the full CW (closed) position will produce
either 0 mA current output (for the 0-20 mA range) or 4 mA
current output (for the 4-20 mA range). The full CCW (open)
position always produces 20 mA output. This output does not
require calibration.

4.6 Run Mode

The valve actuator run mode display depends upon how the
digital positioner board has been programmed.

There are seven Run Mode display screens: POS, SEt, CyCn,
dbnd, CyC, CyCC, and ALr. The UP and DOWN switches are
used to sequence to the next or previous screen when the
parameter name screen is displayed.

For all screens described below, the display will alternate
between the name and its value. Pressing the SEL switch will
lock the value on the screen.

4.6.1 Valve Position Screen

The display alternately displays POS and xx.x, the valve
position in percent.

4.6.2 Input Setpoint

The display alternately displays SEt and xx.x in percent.

4.6.3 Cycle Count

The display alternately displays CyCn and the total run
mode cycles.

4.6.4 Deadband Readout

The display alternates between dbnd and the current
deadband value (even when Auto dbnd is selected).

4.6.5 CW and CCW Travel Time Readout

The display alternates between CyC and the calibrated
time it took (in seconds) to go from the full CCW position
to the full CW position.

Pressing the SEL key then shows the CCW time. The
display alternates between CyCC and the calibrated time
it took (in seconds) to go from the full CW position to the
full CCW position. This is useful for comparing calibrated
times with current times.

4.6.6 Alarm Status Readout

The display alternates between Alr and the current alarm
condition. A high limit alarm condition will display Hi; a
low alarm condition will display Lo; a deviation alarm
condition will display dE. For the DC positioner, the DC
motor driver IC can issue a thermal warning condition. If
that occurs, the alarm status will display thEr. Since only
one alarm condition can be shown on the display, the
deviation alarm takes priority over the other alarms.
When the deviation alarm is no longer active, the other
alarms will be shown as described above.

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WCAIM2037 DataFlo Digital Electronic Positioner DFP17 Installation, Operation and Maintenance Instructions 21

4.6.7 Changing Operating Modes

In the Run Mode, holding down the SEL switch
alone for three seconds will switch to the
Program Mode. In the Run Mode, holding down
the SEL and DOWN switches simultaneously for
three seconds will enter the Calibration Mode.
Holding down the SEL and UP switches
simultaneously for three seconds will enter the
Local Mode.

When the Program Mode is entered, Prog will
briefly be displayed before the sequence
described in Section 4.3 begins.

Pressing and holding the SEL switch in the
Program Mode will exit and return to the Run
Mode.

When the Local Mode is entered, Loc will briefly
be displayed before the sequence described in
Section 4.4 begins. Pressing and holding the SEL
switch in the Local Mode will exit and return to
the Run Mode.

When the Calibration Mode is entered, CAL will
briefly be displayed before the sequence
described in Section 4.5 begins.

Pressing and holding the SEL switch in the
Calibration Mode will exit and return to the Run
Mode.

When the Run Mode is reentered, run will be
displayed briefly.

4.7 Default Values (Factory Installed)

When default parameters (described below) are loaded in
Program Mode, they are set as follows: See section 4.8.2
for the procedure to set default values.

Parameter Default Value

Output Current 4-20 mA
Setpoint Direction RISE
Split Range Start 0%
Split Range End 100%
Ramp Open Time 0 (ASAP)
Ramp Close Time 0 (ASAP)
Setpoint Function LINEAR
Deadband .5%
Loss of Signal Position 0%
Loss of Signal Time 0 seconds
PowerOn Position 0%
PowerOn Delay Time 0 seconds
Lower Limit (Ya) 0%
Upper Limit (Ye) 100%
Tight Shutoff NO
Full Open NO
Brake Time 0.25 seconds
Upper Travel Alarm 100%
Lower Travel Alarm 0%
Curve Data Linear from 0.0% to 100.0%

The 21-point FrE1 curve is set to the following values when
the factory default parameters are loaded (approximate 1:25
equal percentage positioner response curve):

Parameter Value

SL 0 0.0%
SL 1 0.8%
SL 2 2.1%
SL 3 3.2%
SL 4 4.9%
SL 5 6.5%
SL 6 8.4%
SL 7 10.7%
SL 8 13.2%
SL 9 15.7%
SL 10 18.7%
SL 11 22.6%
SL 12 27.2%
SL 13 33.4%
SL 14 40.0%
SL 15 46.0%
SL 16 53.8%
SL 17 63.2%
SL 18 73.7%
SL 19 86.2%
SL 20 100.0%

The 21-point FrE2 curve is set to the following values when
the factory default parameters are loaded (approximate 1:50
equal percentage positioner response curve):

Parameter Value

SL 0 0.0%
SL 1 0.3%
SL 2 0.8%
SL 3 1.5%
SL 4 2.6%
SL 5 3.7%
SL 6 5.0%
SL 7 6.6%
SL 8 8.4%
SL 9 10.9%
SL 10 13.5%
SL 11 16.5%
SL 12 20.3%
SL 13 25.0%
SL 14 31.1%
SL 15 36.8%
SL 16 45.4%
SL 17 54.4%
SL 18 67.5%
SL 19 85.0%
SL 20 100.0%

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22 DataFlo Digital Electronic Positioner DFP17 Installation, Operation and Maintenance Instructions WCAIM2037

The 21-point FrE3 and FrE4 curves are set to the following
values when the factory default parameters are loaded
(linear curve):

NOTE: When installed on standard round port valves, these
curves will produce equal percentage flow characteristics.

Parameter Value

SL 0 0%
SL 1 5%
SL 2 10%
SL 3 15%
SL 4 20%
SL 5 25%
SL 6 30%
SL 7 35%
SL 8 40%
SL 9 45%
SL 10 50%
SL 11 55%
SL 12 60%
SL 13 65%
SL 14 70%
SL 15 75%
SL 16 80%
SL 17 85%
SL 18 90%
SL 19 95%
SL 20 100%

4.8 Calibrating And Programming The Digital Positioner

4.8.1 Programming Switches

There are three switches on the circuit board which are
labeled SEL for select, DN for down, and UP for up.
These are the switches which are used to calibrate and
program the Digital Positioner Board locally.

4.8.2 Programming the Positioner Board

In order to program the positioner board, it is necessary
to enter the programming mode. It is also necessary to
enter the correct security code when asked to do so
before any parameters can be changed. To program one
of the parameters, follow this procedure:

1. Press the SEL switch for about three seconds until the
display shows Pro9 for two seconds and then begins
flashing between CodE and 0000.

2. At this time enter the correct securtiy code as
described in section 4.3.1. When the correct code
is entered, the display will begin flashing between
Addr and some number from 1 to 255. This number is
the address to which the unit has been set. The
positioner is now in the programming mode.

3. At this point, the UP and the DN switches can be used
to advance through the menu until the desired
parameter is reached. At this time, the display will be
flashing between the parameter name and its current
setting. Momentarily pressing the SEL switch will lock

in that parameter’s current setting and allow the user
to change it. If the display is alphabetic such as riSE
or FALL for setpoint direction, momentarily pressing
the UP switch will cycle through the setting options
for that parameter. When the desired setting option is
reached, momentarily pressing the SEL switch will set
the parameter to that option and store it in non­volatile memory. If the display is numeric,
momentarily pressing the SEL switch will lock in the
value with the left most digit flashing. Pressing the UP
switch will increment this digit. Pressing the DN
switch will advance the flashing digit to the next digit
to the right. Therefore, the UP switch is used to set
the flashing digit to the desired value while the DN
switch is used to select the flashing digit. Once the
overall value is entered, momentarily press the SEL
switch to store the value in non-volatile memory.

4. To restore all the parameters to the factory default
settings as listed in section 4.7, advance to the PrSt
parameter, momentarily press the SEL switch, and
then momentarily press the UP switch. The display
will show yES for several seconds and then again
begin flashing between PrSt and no. The factory
defaults are now installed.

4.8.3 Programming the FrE1, FrE2, FrE3, and FrE4 Curves

There are a total of five curves programmed into the
positioner. These consist of one Lin (linear—not
programmable) curve and four FrE (programmable)
curves. The linear curve is not programmable and is
labeled Lin. The other four curves are labeled FrE1, FrE2,

Fre3, and FrE4. FrE1 and

FrE2 are set to 1:25 and 1:50

equal percentage curves respectively as factory defaults.
FrE3 and FrE4 are both set to a linear curve as factory
defaults. FrE1 through FrE4 are each programmable. To
program a curve, it is first necessary to enter the
program mode and then select the FrE curve the user
wishes to edit. When a FrE curve is selected in the main
menu the SL0 SL20 parameters become available
following the PrSt parameter.

4.9 RS-485 Communications

The Digital Positioner Board may be connected to a computer or
PLC via an RS-485 two-wire serial bus. Unless the computer has
an RS-485 port built in, it will be necessary to use an RS-232 to
RS-485 Converter on one of the computer’s serial ports. If there
will be more than one positioner on the serial bus, all positioner
boards except for the last one on the bus must have the 120
ohm terminator resistor removed (see figure 2 for resistor
location). The terminator resistor is in socket pins. The
positioners should be connected to the RS-485 bus in a daisy
chain fashion.

a CAUTION: Do not connect two units with the same address

to the same RS-485 bus.

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WCAIM2037 DataFlo Digital Electronic Positioner DFP17 Installation, Operation and Maintenance Instructions 23

4.9.1 Packet Communications Software

See the Worcester/McCANNA Packet Communications
specification for the communications protocol
information.

It is on the software floppy diskette in the form of a text
file in the commspec directory and is called
commspec.txt.

4.9.2 RS-485 Connection

The RS-485 Converter must be connected to the
positioner at the TB2 terminal block through the actuator
terminal strip (see Figure 8).

4.9.3 Communications Software

A floppy disc is provided with the software to be installed
on the computer which will allow communication with
the positioner. There are four programs on the floppy—
ICP1.EXE, ICP2.EXE, ICP3.EXE, and ICP4.EXE as well as
several support files. These programs work with COM1,
COM2, COM3, and COM4 respectively. The programs
may be run from the floppy (Flowserve strongly
recommends that one or two backups be made of the
software diskette before using it. Write protect the disks),
or the software may be copied to the computers hard
drive (create an ICP directory and then copy all the files
to that directory).

4.9.4 Serial Port Setup

The serial port to be used must be set up as follows:

Baud Rate 1200 bps to 38.4 kbps
Data Bits 8
Stop Bits 1
Parity None

The correct communications program to run is based on
the COM port to be used (i.e., ICP1.EXE for COM1).

4.9.5 Monitor Display

Once the program has been started, the following screen
will appear (see Figure 9).

The program will start up looking for address 1. If that
unit exists, communications are established. Otherwise,
to establish communications with the positioner, tap the
space bar. The cursor to the right of the arrow next to the
address parameter will begin flashing. Type in the
positioner address and then hit the enter key (factory
default is 1). The words Reading data... will appear to
the right of the arrow. In about two seconds the screen
will fill with the positioner data. The arrow just to the left
of the Status area indicates whether the positioner is
under control of the analog signal or under the control of
the computer (PC). The F4 key toggles between
computer and analog control of the positioner.

The PC Cmd value in the Status area is the position
output of the computer. This value can be changed with

the left and right cursor keys but will only control
position when the F4 key toggles to PC Cmd. Position
can also be changed by hitting the F12 key, entering the
desired position on the numeric keypad and then hitting
the enter key.

Input is the value of the analog signal being received by
the positioner board and controls position only when the

F4 key toggles to Input.

Output is the value of the 4-20 mA output signal for shaft

position feedback (when this option is installed). Shaft
Pos is the actual readout of the actuator shaft position in
percent of shaft travel.

DB Run is the current setting for positioner deadband.
When shaft motion stops, shaft position should always
be within the deadband of the position command signal.

The Alarms are Over, Under, Dev (Deviate) and Therm
(Thermal). The area immediately under one of these
alarms will light up if that alarm condition exists. The
alarms are defined as follows:

Over - Shaft position is greater than the value set in the
Over-travel Alarm.

Under - Shaft position is less than the value set in the
Under-travel Alarm.

Dev - Shaft has not reached position called for by signal
within the time specified by Deviation Alarm.

Therm - High temperature alarm for DC motor driver IC.

The Calibration Data is a listing of the stroke times
measured during calibration.

The listings under Ver x.xx are the keys required to
control the screen and the positioner.

F2 - Load a file of all parameters including curve data

from the hard drive and download it to the
positioner (about 40 seconds).

F3 - Save the data in the positioner to a file on the

hard drive (about 20 seconds).

F4 - Toggle control of the positioner between the

analog signal and the computer.

F9 - Enter the positioner response curve edit screen.

F10 - Enter the positioner ASCII EEPROM edit screen.

(Customer information for this unit)

F12

- Enter desired position on numeric keypad then
press enter.

- Increment the PC Cmd position output signal.

- Decrement the PC Cmd position output signal.

Alt-x - Exit the ICP program and return to DOS or

Windows.

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24 DataFlo Digital Electronic Positioner DFP17 Installation, Operation and Maintenance Instructions WCAIM2037

NOTE: If you are not using the RS-485 converter that is shown above, then refer to the documentation

that came with your converter for proper connections.

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Worcester Actuation Systems

Model 485F9 (9 pin)

or 485F (25 pin)

485 Converter

1.5K

1.5K

PWR SUPPLY + 9VDC

PWR SUPPLY GND

TB2

TB2

Receive -

Receive +

Wht/Blk

Purple

Internal External

Actuator Terminal

Strip

(SHIELD)

(NO CONNECTION) EN\

TX

TX\

RX\

RX

Sample RS-485 Connection

Positioner Board

19

8

2

Figure 8

ICS

GND

GND

VDC

WCAIM2037 DataFlo Digital Electronic Positioner DFP17 Installation, Operation and Maintenance Instructions 25

Figure 9

The following screen appears when the ICP program is first started:

The following screen appears after the Positioner Default Data is Loaded: (Some values may vary)

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Worcester Actuation Systems

Security Code:
Unit Address:
Output Current Rng (mA):
Setpoint Direction
Split Range Start (%):
Split Range End (%):
Ramp Open Time (sec):
Ramp Close Time (sec):
Setpoint Function:
Dead Band:
Loss of Sig Position:
Loss fo Sig Time:
Power-on Position:
Power-on Time:
Lower Limit (%):
Upper Limit (%):
Tight Shutoff OK?:
Full Open OK?:
Brake ON Time (sec):
Run Cycles:
Deviation Alarm (sec):
Over-travel Alarm (%):
Under-travel Alarm (%):

Input:
PC Cmd:
Output:
Shaft Pos:
DB Run:

Over Under Dev Therm

Open Time:
Close Time:
Cycle Time:

F2 - Load File
F3 - Save File
F4 - Toggle Control
F9 - Free Curve Edit
F10 - Text Area Edit
F12 - Change Position
↔ - Dec/Inc Position
Alt-x - Exit Program

Comm Link:

Status

Alarms

Calibration Data

Ver. x.xx

Security Code: XXXX
Unit Address: 1
Output Current Rng (mA): 4-20
Setpoint Direction: RISE
Split Range Start (%): 0
Split Range End (%): 100
Ramp Open Time (sec): 0
Ramp Close Time (sec): 0
Setpoint Function: LINEAR
Dead Band: 0.5
Loss of Sig Position: 0
Loss fo Sig Time: 0
Power-on Position: 0
Power-on Time: 0
Lower Limit (%): 0
Upper Limit (%): 100
Tight Shutoff OK?: NO
Full Open OK?: NO
Brake ON Time (sec): 0.25
Run Cycles: 0
Deviation Alarm (sec): 35
Over-travel Alarm (%): 100
Under-travel Alarm (%): 0

Input: 45.0%
PC Cmd: 50.0%
Output: 12.0 mA
Shaft Pos: 50.1%
DB Run: 0.5%

Over Under Dev Therm

Open Time: 25s
Close Time: 25s
Cycle Time: 50s

F2 - Load File
F3 - Save File
F4 - Toggle Control
F9 - Free Curve Edit
F10 - Text Area Edit
F12 - Change Position
↔ - Dec/Inc Position
Alt-x - Exit Program

Comm Link: CONNECTED

Status

Alarms

Calibration Data

Ver. x.xx

26 DataFlo Digital Electronic Positioner DFP17 Installation, Operation and Maintenance Instructions WCAIM2037

5.0 TECHNICAL DATA

5.1 Allowable Supply Voltage Range

All Voltages ±10%

Power Consumption (Circuit Board Only): 2.5 Watts

5.2 Input Circuit Specifications

Maximum Tolerated Noise Level at Maximum Positioner
Resolution/Sensitivity Approx. 3.5 mV (16 microamps)

Resistance Input

DFP-1K Nom. 1000 ohms
DFP-13 Nom. 135 ohms

Current Input

DFP-1 1 to 5 mA
DFP-4 4 to 20 mA
DFP-10 10 to 50 mA

Voltage Input

DFP-5V 0 to 5 VDC
DFP-XV 0 to 10 VDC

5.3 Output Circuits Specifications

All Models

Maximum Surge Current 100 A for 1 Cycle

Maximum Normal Starting or
In-Rush Current 10 A for 1 Second

Maximum Stall Current 8 A for 1 Minute

Maximum Running Current - Resistive Load 5 A

90% Duty Cycle

Maximum Running Current - Inductive Load 3 A

90% Duty Cycle

Maximum Peak Voltage at Load Circuit
(All 120 VAC and 240 VAC models) 800 VAC

Maximum Driver Circuit Current
(All 12 VDC and 24 VDC Models) 3 A Continuous

4-20 mA output will drive 20 mA into a 600 ohm maximum load.

Alarm Output - 100 mA maximum at 50 volts DC maximum.

5.4 Input Circuit Load Resistances

1 to 5 milliamp models Approx. 1000 ohms

4 to 20 milliamp models Approx. 220 ohms

10 to 50 milliamp models Approx. 100 ohms

0 to 5 VDC Models Approx. 800 ohms

0 to 10 VDC Models Approx. 1100 ohms

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WCAIM2037 DataFlo Digital Electronic Positioner DFP17 Installation, Operation and Maintenance Instructions 27

6.0 APPLICATION NOTES

6.1 Bypass Switch for Manual Control (For 120 VAC Only)

This application is offered as a nonstandard option through
Flowserve’s Custom Products Department or may be altered by
end user. Figure 10 shows a schematic diagram of two switches
for controlling the following functions:

• One triple-pole, double-throw (TPDT) switch with center-off,
switching from automatic to manual operation.

• One single-pole, double-throw (SPDT) switch with center-off
position for manually controlling clockwise (CW), counter­clockwise (CCW) directions of actuator.

Figure 10

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28 DataFlo Digital Electronic Positioner DFP17 Installation, Operation and Maintenance Instructions WCAIM2037

7.0 TROUBLESHOOTING

7.1 General

The following sections and charts are a troubleshooting guide for
servicing the Positioner, should a malfunction occur. If the
problem cannot be solved, the unit should be returned to the
factory for service.

The first thing to be checked, before proceeding to the
troubleshooting guide, is to determine if the malfunction is in the
Positioner, or in the actuator. To do this for AC boards, remove
the red and black Positioner leads from terminals 3 and 4 of the
actuator, and the AC line connections from terminals 1 and 2.
Tape these leads. Using a test cable, apply power to actuator
terminals 1 and 3. The actuator should rotate CCW until stopped
by the CCW limit switch. Then apply power to terminals 1 and 4
to check CW actuation and the CW limit switch.

For Digital Positioner-240 VAC Positioner only, switches do not
directly limit travel. Exercise caution not to override limit
switches. Operate the unit to its limits in each direction, to
assure that the basic actuator is functional.

If the AC actuator does not operate, check wiring from the
terminal strip, through the limit switches to the motor and
capacitor. For 240 VAC actuator with Digital Positioner, check
wiring from the terminal strip to the capacitor and to the motor.
Check switch continuity. Check for an open motor winding, and
check for a shorted capacitor. If the problem in the actuator still
cannot be determined, return the unit for service. If the actuator
functions properly, then proceed to the troubleshooting guide.

For DC boards, remove red and black leads coming from
motor(s) at terminals 3 and 4. Connect these leads to power
supply to check motor(s) operation. If motor(s) run properly,
then proceed to the troubleshooting guide or return unit
for service.

To facilitate troubleshooting a Positioner, it would be
advantageous on resistive input units to connect a potentiometer
directly to the signal input terminals in place of the standard
process input. Use a 150 ohm or 1000 ohm potentiometer
depending on which model is used. Figure 11 shows a schematic
of a simple test unit that can be connected to the input terminals
to stimulate the process signal for a milliamp rating.

7.1.1 Cam Adjustment

The actuator cams should actuate the limit switches 1° to
3° after the actuator stops at either the fully open or fully
closed position.

If the actuator is closed at 0 degrees, the limit switch
must actuate by the time the actuator is at the minus 1 to
3 degree position. Similarly, at the open or 90 degree
position, the limit switch must actuate by the time the
actuator is at the 91 to 93 degree position.

NOTE: See CAUTION in section 4.1.3.

7.1.2 Check Fuse F1

Check fuse F1 to see if it is blown. If it is, replace it with
Littlefuse PICO II very fast acting fuse rated at 62 mA.
(Newark part number 94F2146).

For DC boards, also check fuse F2 to see if it is blown. If
it is, replace it with a 1

1

/4", 250 volt, 3 amp fuse,

available through any electrical supplier.

IMPORTANT: To check fuse F1, remove it from circuit and
test with ohmmeter. Resistance should be about 6 ohms.

NOTE: If fuse F1 is blown, excessive voltage (possibly
120 VAC) was applied to the signal input circuit. If so,
correct this condition before changing fuse. See section
A of part 1.1.

7.1.3 Check Basic Actuator for Proper Operation

For AC boards, check basic actuator for proper operation
using the correct AC Voltage.

A. Remove red and black leads coming from AC circuit

board at terminals 3 and 4 (if already installed). Tape
stripped ends of these wires.

B. For AC boards, alternately energize, with the

appropriate AC voltage, terminals 1 and 3 and 1 and

4. The actuator should move clockwise when
energizing terminals 1 and 4, stopping only at the
clockwise limit switch. The actuator should move
counter-clockwise when energizing terminals 1 and 3,
stopping only at the counter-clockwise limit switch.

NOTE: For 240 VAC Digital Positioner only, limit
switches do not directly control motor. Therefore, the
actuator will not stop when the limit switches trip. Use
care not to drive the actuator past its normal limits.
Run the actuator to its limits in each direction, to
assure proper operation of the actuator.

7.1.4 Check for Noise Problems

If the circuit board’s light emitting diodes (LEDs) blink or
seem to continuously glow, electrical noise is interfering
with the Positioner’s input process signal. (Always use
shielded cable for the process signal coming to the
Digital Positioner board. Ground the shield at only one
end.) Adjust Digital Positioner as necessary. See Section

4.0.

7.1.5 Replace Circuit Board

The following information is provided if it becomes
necessary to replace the circuit board.

A. Turn off the power supply and disconnect the circuit

board wires from the terminal strip and limit switches.
Disconnect the pot wires at TB1, and also any wires at
TB2. Disconnect 4-20 mA output wires from
connector P1 on circuit board, if used.

B. Remove circuit board mounting screws, nylon

washers, circuit board and insulator board with rubber
grommets from the brackets.

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Worcester Actuation Systems

Figure 11

Test Unit for Milliamp Input Positioner—Set R1 all the way toward the plus end. Adjust R2 for a 20 mA reading.

Varying R1 will now provide input signals between 4 and 20 milliamps.

WCAIM2037 DataFlo Digital Electronic Positioner DFP17 Installation, Operation and Maintenance Instructions 29

C. Install new circuit board onto the brackets using the

procedure in section B above in reverse order. Tighten
the mounting screws so that the grommets are about
half compressed. Note that 23 size 75 actuators use a
spacer in place of a grommet at the transformer
support bracket.

D. Make electrical connections per the appropriate wiring

diagrams (see section 3.0). Feed the three feedback pot
wires up through the hole in the board near TB-1 (see
Figure 2 on either page 6 or 7).

E. Calibrate the new circuit board per section 4.0.

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Worcester Actuation Systems

SYMPTOM GUIDELINES TO FOLLOW

7.2.1 Actuator will not operate in either direction [no sound 7.3.1, 7.3.2, 7.3.3, 7.3.4, 7.3.5, 7.3.6, 7.3.7,

from motor(s)]. 7.3.10

7.2.2 Actuator will not operate in either direction [humming or 7.3.2, 7.3.3, 7.3.4, 7.3.5, 7.3.6, 7.3.9, 7.3.10,
buzzing sound from motor(s)]. 7.3.11, 7.3.12

7.2.3 Actuator slowly moves in one direction on its own. 7.3.4

7.2.4 Actuator runs normally for 7-8° while coming off limit 7.3.4, 7.3.15

switch, then slows down or stops [motor(s) hum or buzz].

7.2.5 Actuator oscillates intermittently or upon reaching a 7.3.2, 7.3.8, 7.3.13
new position.

7.2.6 Actuator runs slowly in one or both directions, but 7.3.2, 7.3.4, 7.3.9, 7.3.10, 7.3.11, 7.3.12
otherwise operates normally.

7.2.7 Actuator works intermittently. 7.3.2, 7.3.10, 7.3.12

7.2.8 Actuator runs normally in one direction but will not 7.3.2, 7.3.4, 7.3.7

operate in the other direction [no hum or buzz from
motor(s)].

7.2.9 Actuator will not move valve after a stop when signaled 7.3.14
to travel in same direction as previous command.

7.2 Symptom Table

30 DataFlo Digital Electronic Positioner DFP17 Installation, Operation and Maintenance Instructions WCAIM2037

7.3 Troubleshooting Guidelines

Use the following troubleshooting guidelines to isolate
problems/bad components.

Prior to beginning any procedure, read all of Check, Action, and
Note and Caution sections.

Flow Control

Worcester Actuation Systems

CHECK ACTION NOTES AND CAUTIONS

7.3.1 Check for proper AC/DC power to Correct as necessary.

actuator and circuit board. See
Figures 4, 5, 6 or 7.

7.3.2 With power off, check for broken Repair broken wires and
wires and/or loose connections. tighten loose connections.

7.3.3 With power off, check to see if Remove F1 from socket pins Before restoring power, try to determine
fuse F1 is blown. (For DC boards, and check for continuity what caused F1 to blow and correct
see section 7.1.2 also.) through fuse with an problem. See Section 3.2 note and

ohmmeter. If F1 is bad, section A of Section 1.1,
replace it with a new fuse. and also section 7.1.2.

7.3.4 Check operation of basic actuator See Section 7.1. This check will isolate the problem to either
per Section 7.1. the actuator or the circuit board.

7.3.5 Check for proper range of input Use ammeter, voltmeter or See models listed at beginning of IOM for
signal. ohmmeter to verify input ranges. 4-20 mA is most common.

signal range.

7.3.6 With power off, check calibration A quick check to see if this is When trying to move the valve manually
of feedback potentiometer per the problem is to declutch the with the clutch disengaged, be certain that
section D of Section 1.1. actuator shaft and reposition the wrench fits properly on the flats of the

the shaft to about 45° (if actuator shaft. Improper fit can cause shaft
valve torque permits). If the damage with consequent damage to cover
actuator now runs normally bearing surface. Stay within the preset
in each direction (after clutch bearing surface. Stay within the preset
reengages), recalibrate the quadrant of operation. See section C of
feedback potentiometer. Section 1.1.

7.3.7 Check to see that varying input If LEDs do not turn on and The turning on and off of the LEDs is
signal from 4-20 mA causes the off, replace board. indicative that the input side of the circuit
light emitting diodes (LEDs) to board is OK.
turn on and off individually.

7.3.8 Check the operation of the If intermittent or jittery Increasing the deadband may help to
Positioner with a portable, operation stops, it is alleviate the problem.
battery operated signal source. indicative of a noisy online

signal input. To avoid
damaging the actuator, it is
necessary to “clean up” the
signal. Also, follow the
shielding guidelines of
sections 1.2 and 1.2.3.

7.3.9 Check the motor run capacitor for Replace as necessary. Disconnect all leads from capacitor
a short, excessively high leakage terminals (power off) prior to testing. Do
and low capacitance. Use a not exceed rated voltage of capacitor. Make
capacitance meter to check. certain that capacitor is discharged before
(AC boards only.) reconnecting.

WCAIM2037 DataFlo Digital Electronic Positioner DFP17 Installation, Operation and Maintenance Instructions 31

Flow Control

Worcester Actuation Systems

CHECK ACTION NOTES AND CAUTIONS

7.3.10 Check temperature of motor(s). Allow the motor(s) to cool so Duty cycle is specified at an ambient

One AC motor has a thermal that the thermal switch can temperature of 70°F, 60 Hz.
cutout switch built-in that opens reset. Normally the thermal
at about 210°F (winding switch will not open unless
temperature). If the thermal the motor’s rated duty cycle is
cutout has opened, both motors exceeded and/or the ambient
are de-energized until the thermal temperature is very high.
switch resets (20-2375 sizes). Correct the problem.

7.3.11 Check the operating torque of the If operating torque of valve If the actuator is removed from a three-piece
valve. If necessary, remove the exceeds the specified torque valve that requires the body bolts to also be
actuator from the valve. Measure for the seats used and the DP removed, the valve body bolts must be
valve torque with an accurate across the valve, determine retorqued to specifications before checking
torque wrench. Check torque cause and correct. If torque valve torque. See Valve IOM.
under actual operating conditions falls within normal range, it
if possible. is possible that the actuator is

undersized.

7.3.12 Check ambient temperature. Actuator duty cycles are Higher ambient derates duty cycle.

specified at an ambient
temperature of 70°F.

7.3.13 Check to see that mechanical Replace defective mechanical All 2" CPT valves with Positioner boards in
brake is operating correctly. brake. If one was never actuator must have mechanical brake

installed, order a kit and installed to prevent oscillation.
install it in actuator.

7.3.14 Check to see if actuator can move If motor(s) cannot start, go to
a high torque valve from a stop next larger size actuator.
under load when moving in the
same direction as last command
(mechanical brake does not allow
motor(s) to unwind).

7.3.15 Check to see which direction of Replace circuit board.
travel causes problem. If actuator
is coming off open limit switch
(traveling CW) when it slows
down or stops, then either Q1 or
U1 is bad. If actuator is coming
off closed limit switch (traveling
CCW), then either Q2 or U2 is
bad. (AC boards only.)

Flow Control

Worcester Actuation Systems

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 (and often does) 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 Installation
Operation Maintenance (IOM) 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, visit www.flowserve.com or call USA 1-800-225-6989.

FLOWSERVE CORPORATION
FLOW CONTROL
Worcester Actuation Systems

5114 Woodall Road
P.O. Box 11318
Lynchburg, VA 24506-1318
Phone: [phone]
Facsimile: 434 845 9736
www.flowserve.com

© 2004 Flowserve Corporation, Irving, Texas, USA. Flowserve and Worcester Controls are registered trademarks of Flowserve Corporation. FCD WCAIM2037-00

(Part 17522) Printed in USA.