Process and temperature
switch applications with
the 740 Series DPCs
Application Note
This note discusses appli-
cations for process
switches and calibrating
temperature switches
using the Fluke 740 Series
Documenting Process
Calibrators (DPCs). Let’s
begin by looking at what a
process switch is and
what it does.
Process switches
A process switch is a device that
can sense a process variable —
such as temperature or pressure
— and change the state of one or
more sets of switch contacts
when that variable reaches a
predetermined value. This value
is called a setpoint. A switch can
have multiple setpoints. Let’s look
at some important c
how proc
pairs, and a pair is either nor
mally open or normally closed.
“Normally” means without ener-
ization — just the way the
g
contacts would be on the shelf or
if you disconnected the power
ires from the switch.
w
four sets of contacts — two
normally open and two normally
closed. But, there are many
variations. A single switch may
operate just one set of contacts,
or it may operate multiple sets
ess switches work.
Contacts. Contacts come in
Many process switches have
onc
epts of
of normally open and normally
closed contacts. You select which
contacts to use based on the
desired output for a given condition and a given failsafe condition.
Control logic. You must think
of switch actuation and contact
state separately. Actuating the
typical process switch means
opening one set of contacts and
closing another at the same time.
Whether actuation opens or
closes a set of contacts depends
on whether you are using the
normally open or normally closed
contacts and whether the switch
is in an activated or deactivated
state during normal operation.
Failsafe operation is the first
criterion to assess when deciding
which set of contacts to use. For
example, you should use normally
closed contacts if breaking the
circuit will result in a failsafe
condition. Because loss of power
and an open circuit (via a broken
circuit wire, broken connection,
or intentional operation) have the
same effect on circuit operation,
the normally open contacts would
orrect ones to use. Upon
e the c
b
loss of power, these contacts
will open. So, you would want
them to b
operations and to open when
operations go into alarm or
ontrol change c
c
a high level sw
ily close c
a high level condition. Good control practic
opposite.
e closed for normal
onditions
It is not true that, for example,
itch w
ontacts when you reach
es usually dictate the
.
ill nec
essar
What about actuation? You
might want the switch to failsafe
upon loss of level in a cooling
tank. So, normal level would activate the switch (compared to its
shelf position). Upon loss of level,
the switch deactivate — that is, it
will assume the same state that
it would be in if it were on the
shelf. For an example of this
control logic, look at a typical
toggle-style light switch. You will
notice the word “ON” under the
toggle handle and the word OFF
above it. To reveal the word “ON,”
you must flip the switch up. If the
toggle mechanism were to fail
mechanically — which could
happen if, for example, it were to
melt due to arcing — the toggle
handle would drop into the “OFF”
position due to gravity. That is the
failsafe position of these switches.
It’s common to implement process
switches the same way.
Setpoint. A switch may have
multiple setpoints
many level switches come with
low-low, low, high, and highhigh sets of contacts — each with
its own setpoint.
But, it can get more c
than that, depending on the
required control scheme and the
type of sw
many ways to accommodate
complex switching schemes —
including the use of an analog
transmitter serves as the input to
a virtual switch (implemented in
software).
. For example,
omplex
itch used. There are
From the Fluke Digital Library @ www.fluke.com/library
Deadband
Open
High Limit
Process
Variable
Low Limit
Setpoint
Reset
Closed
50
°C
20 °C
Deadband
Closed
Reset
Setpoint
Open
Figure 1. 2-point switch with settings for low and high setpoints.
Here’s an example of a complex application. A level switch
may allow a “normal” indication
(such as a light) to display at any
level up to 82 %. At 82 %, the
switch causes normal indication
to go off — placing the indication
between a normal state and an
alarm state. At 85 %, the switch
y trigger a high level alarm
ma
light. At 90 %, the switch may
trigger a high-high level alarm
t
light plus an audio alarm
93 %, it ma
y trigger a feed valve
. A
closure. At 95 %, it may trigger
7 %,
t 9
dump valve operation
y trigger drain pump opera
it ma
tion. At 98 %, it may actuate
. A
isolation doors in the room c
taining the tank
. And those
actions are just for high level.
This same sw
might c
itch, or another,
ontrol low level operations. In some configurations, you
might ha
ve separate sw
each setpoint
.
itches for
on
-
Setpoint tolerance. This is
the amount of error you can have
between the desired setpoint and
the one you actually set. It’s not
always easy to calibrate a switch
directly on the desired setpoint —
for a variety of reasons. For
example, if you must open a
valve when the temperature
reaches 3
point tolerance might allow you
consider the switch calibrated if
it trips w
setpoint
expressed in engineering units or
ent
in perc
-
ent, that normally means
perc
percent of the control
explain band b
ent of the setpoint value.
c
Direction. Switch actuation
(and, therefore, c
tional, due to hysteresis
Sometimes, the hysteresis value
can exc
e. For non-critical applications
anc
with wide setpoint tolerances,
you can probably ig
. But, standard practice is to
sis
observe direction when calibrating a setpoint
calibrate a low level switch, you
do so with the level dropping.
rees, your set
3 deg
1
ithin 5 deg
olerances may be
. T
. When expressed in
rees of the
elow), not in per
band (we
ontrol) is direc
.
eed the setpoint toler
nore hystere
. When you
When you calibrate a high level
switch, you do so with the level
rising. This is standard practice
with all process variables, not
just level — you get a more accurate calibration by accounting for
hysteresis.
Trip. This is the value at
which the switch will change the
state of a given set of contacts.
Where a switch trips is a function
of its setpoint and direction. For a
pressure switch with a setpoint
of 500 PSI, the switch should trip
at 500 PSI as pressure rises. Trip
is also called “set.” The opposite
of that is reset
.
Reset. Some switches reset
automatically, while others
require a manual reset
. In either
case, the reset will not occur until
the switch actuator has moved in
the direction opposite its triggering direction enough to overcome
hysteresis (and/or deadband —
see below) and allow the switch
to change contact states back to
normal. An exception to this is
when the switch is used to indicate a normal condition. For such
switches, reset is usually not an
issue.
Hysteresis. This is the tendency of the switch to stay in the
last position it was in. This
means that when you are calibrating a switch to trip at 500
PSI, the hysteresis of the switch
may cause it to trip at 501 PSI
when you are increasing pressure
and 499 PS
I when you are
decreasing pressure. If this is a
ontrol
high pressure sw
itch (c
function requires a trip on rising
pressure), you would calibrate it
to trip at 500 PS
I on an increas
ing pressure input and let the
498 PSI trip serve as the maxi-
mum reset value.
Band.This is the area around
the setpoint where the switch is
or exam
. F
ontrolling the proc
c
ple, if the sw
-
tank to maintain a level between
ess
itch will control a
-
6 feet of water and 9 feet of
water, it has a band of 3 feet
.
-
2 Fluke Corporation Process and temperature switch applications with the 740 Series DPCs