112 Dimensions with Manifold .................................................................................................97
113 Dimensions with Gauges and Manifold ..............................................................................98
114 SRD998 with Booster VBS201, directly flanged to SRD998 with connection to an
Exhaust Collecting System ..................................................................................................99
9
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MI EVE0108 – November 2019 List of Figures
10
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Important Information
!!!
Read these instructions carefully and look at the equipment to become familiar with the device
before trying to install, operate, service, or maintain it. The following special messages may
appear throughout this manual or on the equipment to warn of potential hazards or to call
attention to information that clarifies or simplifies a procedure.
The addition of either symbol to a “Danger” or “Warning” safety label
indicates that an electrical hazard exists which will result in personal injury
if the instructions are not followed.
This is the safety alert symbol. It is used to alert you to potential personal injury
hazards. Obey all safety messages that follow this symbol to avoid possible injury or
death.
DANGER
DANGER indicates a hazardous situation which, if not avoided, will result in death or serious
injury.
WARNING
WAR NI NG indicates a hazardous situation which, if not avoided, could result in death or
serious injury.
CAUTION
CAUTION indicates a hazardous situation which, if not avoided, could result in minor or
moderate injury.
NOTICE
NOTICE is used to address practices not related to physical injury.
Please Note
Electrical equipment should be installed, operated, and maintained only by qualified personnel.
No responsibility is assumed by Schneider Electric for any consequences arising out of the use of
this material.
A qualified person is one who has skills and knowledge related to the construction, installation,
and operation of electrical equipment and has received safety training to recognize and avoid the
hazards involved.
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MI EVE0108 – November 2019 Important Information
12
Page 13
1. Introduction
The Intelligent positioner SRD998 is designed to operate pneumatic valve actuators and can be
operated from control systems (e.g. the I/A Series System and Evo™), controllers or PC-based
configuration and operation tools such as the FDT/DTMs VALcare™. The positioner is
available with HART 7 communication protocol. The multi-lingual full text graphical LCD, in
conjunction with the rotary selector, allows a comfortable and easy local configuration and
operation. For installations in contact with explosive atmospheres certificates are available.
Main Features
Auto-start with self-calibration
Self diagnostics, status- and diagnostic messages
Easy local operation with the rotary selector
Multilingual full text graphical LCD
With HART 7 communication
Stroke 8 to 260 mm (0.3 to 10.2 in) with standard lever; larger stroke with special
lever
Angle range up to 95° angle
Mounting onto any linear or rotary actuator
Supply air pressure up to 10 bar (145 psig)
Single or double acting
Protection class IP 66 and NEMA 4X
Explosion protection: Intrinsic Safety according to ATEX/IECEx, INMETRO,
NEPSI, PESO, CNS, EAC
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MI EVE0108 – November 20191. Introduction
SRD [Device specification, Model Code]
SER.No [Serial number]
ECEP [Number for special engineered version]
Labels
Figure 1. Location of Nameplate (A)
Figure 2. Sample Nameplate (A) without Ex Protection
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1. IntroductionMI EVE0108 – November 2019
XXX 07/16
Figure 3. Sample Nameplate (A) with Ex Protection according to ATEX/IEC Ex
Figure 4. Sample Nameplate (A) with Ex Protection in KOSHA
Additional manufacturing data are stored in the software and are read via communication
interface.
Figure 5. Measurement Point Label - Directly Fixed or Attached
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MI EVE0108 – November 20191. Introduction
!
DANGER
EQUIPMENT OPERATION HAZARD
Accident Prevention
The connected instrument contains mechanical moved parts, e.g. feedback lever, which could
cause injuries. The operators must be instructed accordingly.
Electrical Safety
This instrument satisfies the conditions for safety class III, over-voltage category I according to
EN 61010-1 or IEC1010-1.
Any work on electrical parts is done by a qualified personnel if any supply is connected to the
instrument. The instrument is used for its designated purpose and connected in accordance
with its connection diagram. Locally applicable installation regulations for electrical equipment
is observed, e.g. in the Federal Republic of Germany DIN VDE 0100 respectively DIN VDE
0800. The instrument is operated with safety extra low voltage SELV or SELV-E. Safety
precautions taken in the instrument may be rendered ineffectual if the instrument is not
operated in accordance with the Master Instructions. Limitation of power supplies for fire
protection must be observed due to EN 61010-1, appendix F or IEC 1010-1.
Failure to follow these instructions can result in death or serious injury.
16
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2. Method Of Operation
!
General
The intelligent positioner SRD998 1 and the pneumatic actuator 2 form a control loop with the
set point value w (from master controller or control system), the output pressure y and the
position x of the actuator on valve 3.
Figure 6. Intelligent Positioner SRD 998 - HART Version
For the supply air, we recommend the FRS** filter regulator.
The positioner can be attached to both linear and rotary actuators. Actuators with spring force are
controlled by a single acting positioner. Actuators without spring force are controlled by a double
acting positioner.
Using HART, the positioner can be operated locally by means of Rotary Selector and LCD, Hand
Held Terminal, remotely via PC-based configuration like FDT/DTM or a corresponding control
system, e.g. I/A Series System
WAR N ING
RISK OF IMPROPER INSTALLATION
For the supply air, we recommend the FRS** filter regulator.
Failure to follow these instructions can result in death or serious injury.
Operation
With the intelligent positioner with input signal 4-20 mA and superimposed HART signal, the
supply takes place via the power signal adjacent to the input as shown in Figure 7. By means of
voltage converter 7, derivation of the internal supply of the electronics takes place. The current
value is measured, in A/D transformer 9 converted, and directed via switch 10 to digital controller
11. The output of controller 11 drives the electro-pneumatic converter (IP-module) 12,
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MI EVE0108 – November 20192. Method Of Operation
Input (w)
4-20 mA
(+ FSK signal)
y1
y2
x
Output
pressure
to actuator
Position
of actuator
controlling a pre-amplifier 13, the single acting (or double acting) pneumatic power amplifier 14.
The output of the amplifier 14 is the output pressure y to the actuator.
Figure 7. Block Diagram
SRD998 Pneumatic Type
Single ActingB0SDiaphragm AmplifierFRS923/FRS02/FRS04VBS200/VBS300 Series
Double ActingC0SDiaphragm AmplifierFRS923/FRS02/FRS04VBS200/VBS300 Series
Single ActingB1SDiaphragm AmplifierFRS923/FRS02/FRS04VBS200/VBS300 Series
Single ActingB2SDiaphragm AmplifierFRS04VBS200/VBS300 Series
Double ActingC1SSpool ValveFRS04Booster not recommended
Double ActingC3SSpool ValveFRS04Booster not recommended
The pneumatic amplifiers are supplied with supply air s1.4 to 6 bar (20 to 90 psig) or 1.4 to 10
bar (20 to 145 psi). The position x of the actuator is sent to the control unit 11 by the position
sensor (conductive plastic potentiometer) 15. Optional gauges 16 enable additional diagnostic
indications. Adjusting, start-up of the positioner as well as the demand for internal information
can be made using the Rotary Selector 17, with indication given by LCD 18.
Usability
SRD998 Pneumatic
Technique
Recommended Filter
RegulatorBooster, if required
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3. Operating Modes
Operation of the positioner is divided into individual operating modes. Operating modes may
change depending on, for example, key commands or internal calculations.
Initialize
Upon power-up, several self-tests are conducted. If no error is detected the device moves to OUT
OF SERVICE, if it is still in a delivery condition; AUTOSTART is performed. If AUTOSTART
was done already, the device will go to IN OPERATION.
If issues are detected, the code of the self-test will remain. If an error is detected after reset, see
Chapter 11, “Troubleshooting” or contact Global Customer Support.
Device Inoperable
If the LCD shows a message, a device issue is signaled. These issues are detected during cyclical
self test.
The device can no longer be operated. This could be caused by a jammed Rotary Selector, invalid
program memory, etc. (see Chapter 11, “Troubleshooting”). If a device error is detected
continuously, contact Global Customer Support.
In Operation
After performing an AUTOSTART, the device moves to IN OPERATION and will always, even
after restarting or resetting, move back to the safety position (de-energized valve position) or
FAILSAFE. If set point values are fed via communication, the SRD will go to IN OPERATION.
Out of Service
The SRD in delivered condition is configured in such a way that it will remain OUT OF
SERVICE after power-up until moving to IN OPERATION via the manually initiated function
AUTOSTART. In the device state OUT OF SERVICE, the menu entering mode remains active
at all times. If a device has been IN OPERATION already and is removed from an actuator and
mounted to another, we recommend taking the device out of operation via “M 10.1 Reset
Configuration to Ex Factory Settings” prior to disconnecting the device from the first actuator.
This enables the next actuator to be started in the delivered condition. For more information, see
“M 10.1 Reset Configuration to Ex Factory Settings”.
Calibrate
During an AUTOSTART function the device is in condition CALIBRATION. The actuator is
moved up and downward several times, and the device could be busy for a few minutes.
Subsequently, the device moves to IN OPERATION.
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MI EVE0108 – November 20193. Operating Modes
Messages
The SRD continuously supervises important device functions. In the case that limit values are
exceeded or operational problems occur, messages are signaled via the LCD. The message with the
highest priority will be indicated first. With rotary selector other messages can be called up.
For more information, see Chapter 11, “Troubleshooting”. LCD description and possible
operator interventions are described in Chapter 8, “Start Up”.
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4. Functional Designations
Figure 8. Functional Designations
1Cable gland (a)
1aAdapter, e.g. 1/2”-14 NPT15Turn Rotary Selector for Menu selection and press
3Screw terminals (11/12) for input (w)16LCD with true text in different languages
4Ground connection (inner and outer)20Cover for electrical connection compartment
5Output I (y1)21Air vent, dust and water protected
6Air supply (s)22Data label
7Output II (y2)26Arrow is perpendicular to shaft 9 at angle 0 degree
8Direct attachment hole for output I (y1)29Plug for service connector under the lid (factory
9Feedback shaft30Connecting manifold, G 1/4 or 1/4 NPT
10Connection manifold for attachment to
stroke actuators
a. Device is shipped with a closing sticker. Remove sticker and mount a cable gland.
11Connection base for attachment to rotary actuators
to confirm
only)
Not required when mounting a gauge manifold, or
a direct mounted volume booster
31O-ring with filter, for air supply connection
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MI EVE0108 – November 20194. Functional Designations
no threads
O ring
with lter
no threads
no threads
Connection manifold for
single acting positioner
with pressure gauges for
supply air s and output y
When mounting, check the proper seating of the O rings and bolt on the accessories with the two
M8 bolts. Tightening torque is 20 Nm.
Figure 9. Accessories for Basic devices
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5. Mounting to Actuators
NAMUR Mounting Linear Actuator, Left Hand
Applicable to actuators with cast yoke or pillar yoke according to NAMUR (DIN IEC 534-6).
Mount the positioner with pneumatic connections on the left side and electrical connections on
the lower right side.
Figure 10. NAMUR Mounting Linear Actuator - Left Hand
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MI EVE0108 – November 20195. Mounting to Actuators
Attachment of the positioner to the actuator is made to the left using the mounting bracket and
feedback lever for a NAMUR mount.
Use:
attachment kit EBZG -H for a cast yoke, or
attachment kit EBZG -K for a pillar yoke and
the side outputs I (or I and II)
NOTICE
HAZARD OF EQUIPMENT DAMAGE
Pneumatic connections: Do not use Teflon tape for sealant. The fine fibers could disturb the
function of the SRD. Use only Loctite® #243 for sealant (apply only to male thread).
Failure to follow these instructions can result in equipment damage.
Screw-type glands for electrical connections are positioned on the side. Device is shipped with a
closing sticker; remove sticker and mount a cable gland or, if unused, a closing plug.
Preparation of the Positioner
Rotate the shaft stub of shaft 9 so that the flat on the shaft stub is perpendicular to the arrow 26
on the housing at mid travel range. Fasten the feedback lever A to the shaft by means of spring
washer and nut M8.
Figure 11. Preparation of Positioner - Left Hand
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5. Mounting to ActuatorsMI EVE0108 – November 2019
Preparation of the Actuator
Screw the carrier bolt to the stem connector and lock it by means of a counter nut. A carrier bolt
with an adjustable length is used to be able to screw on various coupling pieces.
Figure 12. Preparation of the Actuator - Left Hand
It consists of a stud S (size M6), which is screwed into the coupling piece K (with 3 mm Allen
key) and locked with a lock nut 1. The threaded sleeve H is screwed onto it and locked with a
lock nut 2. Ensure that the bolt is adjusted to a suitable length. Fasten the mounting bracket to
the left side of the yoke.
Remember:
for a cast yoke use a screw M8 x 30
for a pillar yoke use two U-bolts and four nuts
Mounting of the Positioner
Fasten the positioner to the mounting bracket using two spring washers and two screws M8 x 80.
Note the carrier bolt B is in the slot of the feedback lever A and the compensating spring F
touches the carrier bolt.
Figure 13. Feedback Lever
For optimum utilization of the positioner operating range, we recommend that the arrangement
is adjusted according to the following procedure before fixing.
At an actuator position in the middle of travel range, the feedback lever position must be
perpendicular to the actuator stem and the angle range must be between ±10° and ±45°.
Fasten the positioner to the mounting bracket so that a suitable angle range is selected. We
recommend that the pneumatic and electrical connections are made after adjusting the position.
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MI EVE0108 – November 20195. Mounting to Actuators
LCD orientation can be
changed by means of local
operation from normal to
upside down.
Figure 14. NAMUR Mounting Dimensions - Left hand
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5. Mounting to ActuatorsMI EVE0108 – November 2019
NAMUR Mounting Linear Actuator, Right Hand
Right-hand mounting is done if for instance left-hand mounting is not possible for structural
reasons. Applicable to actuators with cast yoke or pillar yoke according to NAMUR (DIN IEC
534-6). Mount the positioner with pneumatic connections on the right side and electrical
connections on the left side.
Figure 15. NAMUR Mounting Linear Actuator - Right Hand
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MI EVE0108 – November 20195. Mounting to Actuators
Attachment of the positioner to the actuator is made to the right using the mounting bracket and
feedback lever for a NAMUR mount.
Use:
the attachment kit EBZG -H for a cast yoke
the attachment kit EBZG -K for a pillar yoke
the side outputs I (or I and II)
NOTICE
HAZARD OF EQUIPMENT DAMAGE
Pneumatic connections: Do not use Teflon tape for sealant. The fine fibers could disturb the
function of the SRD. Use only Loctite® #243 for sealant (apply only to male thread).
Failure to follow these instructions can result in equipment damage.
Screw-type glands for electrical connections are positioned on the side. Device is shipped with a
closing sticker; remove sticker and mount a cable gland or, if unused, a closing plug.
Preparation of the Positioner
Rotate the shaft stub of shaft 9 so that the flat on the shaft stub is perpendicular to the arrow 26
on the housing at mid travel range. Fasten the feedback lever A to the shaft by means of spring
washer and nut M8.
Figure 16. Preparation of the Positioner - Right Hand
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5. Mounting to ActuatorsMI EVE0108 – November 2019
Preparation of the Actuator
Screw the carrier bolt to the stem connector and lock it by means of a counter nut. A carrier bolt
with an adjustable length is used to be able to screw on various coupling pieces.
It consists of a stud S (size M6), which is screwed into the coupling piece K (with 3 mm Allen
key) and locked with a lock nut 1. The threaded sleeve H is screwed onto it and locked with a
lock nut 2. Ensure that the bolt is adjusted to the right length. Fasten the mounting bracket to the
left side of the yoke. For a cast yoke use a screw M8 x 30, for a pillar yoke use two U-bolts and
four nuts.
Figure 17. Preparation of the actuator - Right Hand
Mounting of the Positioner
Fasten the positioner to the mounting bracket using two spring washers and two screws M8 x 80.
Note the carrier bolt B is in the slot of the feedback lever A and the compensating spring F
touches the carrier bolt.
Figure 18. Feedback Lever - Right Hand
For optimum utilization of the positioner operating range, we recommend the arrangement be
adjusted according to the following procedure before fixing.
At an actuator position in the middle of travel range, the feedback lever position must be
perpendicular to the actuator stem and the angle range must be between ±10° and ±45°.
Fasten the positioner to the mounting bracket so that a suitable angle range is selected.
We recommend that the pneumatic and electrical connections are made after adjusting the
position.
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MI EVE0108 – November 20195. Mounting to Actuators
Figure 19. NAMUR Mounting Dimensions - Right Hand
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5. Mounting to ActuatorsMI EVE0108 – November 2019
Linear Actuator, Direct Mounting
Actuators with appropriately prepared yoke enable mounting of the SRD directly to the actuator
yoke.
Figure 20. Linear Actuator - Direct Mounting
The attachment of the positioner is accomplished by bolting it directly to the actuator yoke using
the feedback lever for a direct mount (with attachment kit EBZG -D). The rear output I and the
side outputs I and II are used as follows:
Actuator single acting, spring force closes:
The rear output I is used (remove lock screw in hole D).
The side output I is closed by means of a lock screw.
Actuator single acting, spring force opens:
The side output I is used.
The rear output I is closed by means of a lock screw.
Actuator double acting:
The rear output I and the side output II is used.
The side output I is closed by means of a lock screw.
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MI EVE0108 – November 20195. Mounting to Actuators
NOTICE
HAZARD OF EQUIPMENT DAMAGE
Pneumatic connections: Do not use Teflon tape for sealant. The fine fibers could disturb the
function of the SRD. Use only Loctite® #243 for sealant (apply only to male thread).
Failure to follow these instructions can result in equipment damage.
Screw-type glands for electrical connections are positioned on the side. Any idle female threads
are closed by means of plugs.
Preparation of the Positioner
Rotate the shaft stub of shaft 9 so that the flat on the shaft stub is perpendicular to the arrow 26
on the housing at mid travel range. Fasten the feedback lever A to the shaft by means of spring
washer and nut M8.
Figure 21. Preparation of the positioner - Direct Mount
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5. Mounting to ActuatorsMI EVE0108 – November 2019
NOTE
Preparation of the Actuator
Screw in the carrier bolt B on the coupling piece on the drive spindle at the lower left and lock it
by means of a nut M6 as shown in Figure 22.
Figure 22. Preparation of Actuator - Direct Mount
Mounting of the Positioner
Fasten the positioner to the upper part of the yoke using 2 spring washers and 2 screws M8 x 80,
as shown in Figure 22. The rear output I of positioner has contact to the air duct R in the yoke.
Note the correct position of the O-ring on the yoke for the rear connection I.
Note the carrier bolt B is in the slot of the feedback lever A and the compensating spring F
touches the carrier bolt as shown in Figure 23.
Figure 23. Feedback Lever - Direct Mount
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MI EVE0108 – November 20195. Mounting to Actuators
Figure 24. Mounting Dimensions - Direct Mounting
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5. Mounting to ActuatorsMI EVE0108 – November 2019
NOTE
Mounting to Rotary Actuators
Applicable to rotary actuators that meet the VDI/VDE 3845 standard for mounting.
Installation position of positioner: Mount the positioner so that the pneumatic
connections are in the same direction as the longitudinal drive axis of the actuator as
shown in the Figure 25.
Figure 25. Mounting Rotary Actuators
The feedback shaft 9 of the SRD has no mechanical stop resulting in a 360 degrees spin. The
permissible rotation angle range is between +50 and –50 degrees around the arrow at the housing
concerning the flat area of the feedback shaft. Since a rotary actuator has a rotary angle of about
90 degrees the mounting as described in the following will be carried out precisely. Attachment of
the positioner to the actuator is made by using the rotary adaptor kit EBZG -R. The side outputs
I (or I and II) are used.
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MI EVE0108 – November 20195. Mounting to Actuators
NOTE
NOTICE
HAZARD OF EQUIPMENT DAMAGE
Pneumatic connections: Do not use Teflon tape for sealant. The fine fibers could disturb the
function of the SRD. Use only Loctite® #243 for sealant (apply only to male thread).
Failure to follow these instructions can result in equipment damage.
Screw-type glands for electrical connections are used as needed. Any unused threaded holes are
closed by plugs.
NOTICE
HAZARD OF EQUIPMENT DAMAGE
Help prevent accumulation of water in the instrument in this mounting position by sealing
cable entry against water. Provide a continuous supply of dry instrument air.
Failure to follow these instructions can result in equipment damage.
Preparation of Positioner
Valve must be in failsafe position and the direction of rotation of the actuator drive
shaft is known. These items are important to ensure proper functioning.
In the single acting actuator the force of the installed spring closes. The pressure-less actuator is in
failsafe position. Through manually feeding compressed air it can be seen whether the actuator
drive shaft rotates to the left or to the right.
In the double acting actuator (without spring reset) both air chambers are basically equal. Failsafe
position can be either open or close. Therefore, indication of the failsafe position has to be
determined by engineering. Then the direction of rotation may be determined by manual feeding
of compressed air.
Bolt 2 is screwed into actuator drive shaft 1 for subsequent centering of the rotary adaptor 3. The
attachment console is mounted to the rotary actuator.
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5. Mounting to ActuatorsMI EVE0108 – November 2019
Rotary adaptor
Figure 26. Attachment Diagram for Bracket and Rotary Adaptor
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MI EVE0108 – November 20195. Mounting to Actuators
SRD
Rotary actuator
Direction
of rotation
0 to 100%
of actuator
shaft 1
Direction
of rotation
0 to 100%
of feedback
shaft 9
Preparation of the Actuator
First the rotary adaptor is being prepared:
For attachment to a counter-clockwise or left turning actuator secure the stud screw 4 in the
threaded hole L of the rotary adaptor; hole R remains open as shown in Figure 27.
For attachment to a clockwise or right turning actuator secure the stud screw 4 in the threaded
hole R of the rotary adaptor; hole L remains open as shown in Figure 28.
Now place the rotary adaptor 3 with two washers 5 on the feedback shaft 9 of the positioner
against the stop.
When the product temperature rises, the drive shaft 1 becomes longer. Therefore, the rotary
adaptor 3 is mounted so that approximately 1 mm (0.04 in.) of clearance results between the drive
shaft 1 and the rotary adaptor 3. This is achieved by placing an appropriate number of washers 5
on the feedback shaft stub 9 before attaching the rotary adaptor. Two washers must result in a
clearance of 1 mm.
Now screw and tighten the bolt in the coupling against the flat part of the feedback shaft (do not
screw against thread). Finally turn the feedback shaft in such a way that the arrow of the coupling
points to the arrow of the SRD housing. Beginning and end positions of the actuator drive shaft 1
and feedback shaft 9 are marked in Figure 27 (left-rotating actuator) and in Figure 28 (rightrotating actuator) by arrows for the respective direction of rotation. The feedback shaft is now in
the normal position corresponding to the failsafe position of the actuator.
Figure 27. Mounting Actuator - Left Rotating
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5. Mounting to ActuatorsMI EVE0108 – November 2019
SRD
Rotary actuator
Direction
of rotation
0 to 100%
of feedback
shaft 9
Direction
of rotation
0 to 100%
of actuator
shaft 1
Figure 28. Mounting Actuator - Right Rotating
Mounting of Positioner
SRD and actuator are in failsafe position. Attach the SRD on the console so that the catch of
coupling 3 is guided into the groove of shaft 1. Use bolt 2 to center and align the positioner to the
actuator. Be careful not to shift shafts 1 and 9 and that both shafts are exactly flush. Fasten the
positioner to the bracket by means of 4 lock washers and 4 screws M6 x 12.
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MI EVE0108 – November 20195. Mounting to Actuators
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6. Pneumatic Connections
NOTE
!
WARNING
SAFETY HAZARD
To avoid any personal injury resulting from bursting of parts, do not exceed
maximum supply pressure of positioner and actuator.
To avoid any personal injury or equipment damage from sudden or fast
movement, during air connection:
Do not put your finger or other part at any time inside the valve or in any
moving part of the actuator.
Do not put your finger or other part at any time in the feedback lever
mechanism.
Do not touch the rear part of the positioner at any time.
Failure to follow these instructions can result in death or serious injury.
Connect air supply only after connection y1 (and y2 for double acting) are done as
shown in Figure 29.
Following alignment and mounting of the positioner to the valve, pneumatic tubing has to be
provided:
sSupply air
y1Output 1, depressurized at currentless electronics. When using this output y1 has to be
closed by means of sealing screw and O-ring.
y2Output 2 for double-acting actuator. Full pressure at currentless electronics. Closed at
single-acting actuator.
n1Hex. screw
Part No. 522 588 013 (NPT, stainless steel)
Part No. 556 446 016 (NPT, plastic)
Unused pneumatic connections will be closed off. See Figure 29 for more information.
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MI EVE0108 – November 20196. Pneumatic Connections
Figure 29. Pneumatic Connections
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6. Pneumatic ConnectionsMI EVE0108 – November 2019
Fail Safe Position for Double Acting Actuator
Fail safe position of the double acting actuator is given by the fail safe action of the pneumatic of
the positioner itself. In case positioner is de-energized (or OUT OF SERVICE or DEVICE
INOPERABLE):
Output y1 is 0
Output y2 is 100% of air supply pressure
Therefore do pneumatic piping of y2 to the chamber of the actuator that must be pressurized to
do the expected fail safe. In any case put air supply only when the output y2 is connected.
Supply
Supply air: 1.4 to 6 bar (20 to 90 psig) or 1.4 to 10 bar (20 to 145 psi) depending on
the pneumatic unit
Air supply according to ISO 8573-1
Solid particle size and density class 2
Oil rate: class 3
Pressure dew point 10 K under ambient temperature
For air supply, we recommend a FRS02/FRS923 filter regulator.
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MI EVE0108 – November 20196. Pneumatic Connections
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7. Electrical Connection
NOTE
!
WARNING
SAFETY HAZARD
To avoid any personal injury resulting from bursting of parts, do not exceed
maximum supply pressure of positioner and actuator.
To avoid any personal injury or equipment damage from sudden or fast
movement, during air connection:
Do not put your finger or other part at any time inside the valve or in any
moving part of the actuator.
Do not put your finger or other part at any time in the feedback lever
mechanism.
Do not touch the rear part of the positioner at any time.
Failure to follow these instructions can result in death or serious injury.
Connection
Device is shipped with a closing sticker; remove sticker and mount cable gland 1 as required for
proper installation concerning the certification requirements. Feed in the input cable through the
gland. The gland is suitable for cable diameters of 6 to 12 mm (0.24 to 0.47 in). Check the
tightness of the cable entry.
Make the electrical connection of the input line at the screw terminals 3. The terminals are
suitable for wire cross sections of 0.3 to 2.5 mm² (22 -14 AWG) screwed with a maximum torque
of 0.5 Nm.
The shield of the cable connection is
with conductive cable glands (recommended) directly connected with the housing
with non-conductive cable glands to be placed onto the inner screw terminal 4.
When connecting shielded cable connect the cable shield on both sides (on the
positioner side as well as on the system side). For selection of cable, see
recommendation for cable types according to IEC 1158-2.
For connection to a local ground the internal and external ground terminal 4 can be used.
Tightening torque is 2 Nm.
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MI EVE0108 – November 20197. Electrical Connection
To Open Cover
To open or remove cover from housing, loosen the three screws (A) as shown in Figure 30.
Figure 30. Electrical Connection 1
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7. Electrical ConnectionMI EVE0108 – November 2019
Figure 31. Electrical Connection 2
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MI EVE0108 – November 20197. Electrical Connection
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8. Start Up
!
87.5
Position [%]
CAUTION
SAFETY HAZARD
To avoid any personal injury or equipment damage from sudden or fast movement, during
Configuration and Autostart:
Do not put your finger or other part at any time inside the valve or in any
moving part of the actuator.
Do not put your finger or other part at any time in the feedback lever
mechanism.
Do not touch the rear part of the positioner at any time.
Failure to follow these instructions can result in death or serious injury.
General
Check the nameplate, especially with respect to indications referring to Ex/non- Ex, input signal,
communication, output signal, single/double acting, etc. Before starting the positioner, mount
the SRD positioner to the actuator and connect power and air supply. The supply air connection
will have sufficient capacity and pressure of 1.4 to 6 bar (20 to 90 psig) or 1.4 to 10 bar (20 to
145 psi) depending on the pneumatic unit and will not exceed the maximum operating pressure
of the actuator.
Power On
After power-on of the input signal, the SRD positioner initializes for a few seconds, while the
various components of the electronics are checked and started. After power off/on cycle the stored
data of the positioner is not affected and remains unchanged.
After that, the SRD positioner goes IN OPERATION or you can configure, if no Autostart has
already been done.
Operation
After initiating Autostart, the SRD positioner automatically goes IN OPERATION. The process
variable is indicated on the LCD display.
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Through turning the Rotary Selector 15, additional information can be retrieved from the SRD
positioner:
Position [%]
Input SP [%]
Work SP [%]
Current [mA]
Angle [°] (a)
Position [mm]/[in] (a)
Temperat [°C]/[°F]
Tags
Version
a. Depends on mounted version
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87.5
( ) Position [%]
() - Status Field
Diagnostics during Operation
If the diagnostics determines an occurrence, it is indicated at the Status field in the bottom line:
Configuration
NOTICE
POTENTIAL EQUIPMENT DAMAGE
Configuration may interfere with operation of the actual process. During configuration we
recommend that there is no flow through the valve.
Failure to follow these instructions can result in equipment damage.
Configuration of SRD positioner can be carried out via PC, HART communicator and
FDT/DTM software, or local with the Rotary Selector and LCD.
To configure the SRD Positioner
After power ON, the SRD positioner goes to configuration, if no Autostart has already been
done. The LCD orientation screen appears.
Figure 32. Sample LCD Menu Screen 1
Select with Rotary Selector and confirm by pushing it down to select the LCD text language.
Figure 33. Sample LCD Menu Screen2
Select with Rotary Selector and confirm by pushing it down. To exit this menu, turn Rotary
Selector until Exit appears, then confirm by pushing it down then continue configuration.
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NOTE
Figure 34. Sample LCD Menu Screen 3
Configuration menus can always be reached by pushing down the Rotary Selector 15 as shown in
Figure 35.
Setting by means of Rotary Selector and LCD
The SRD positioner can be adjusted when the cover is off. To configure the various items, select
the relevant menu by turning the Rotary Selector 15 and confirm by pushing it down.
Figure 35. Rotatory Selector
Most menus have sub-menus or parameters. Select the relevant menu by turning the Rotary
Selector and confirm by pushing it down. To leave any menu, select Exit and confirm. If a menu
was selected and no further entries are made thereafter, the SRD positioner switches automatically
back to operation after some time.
If there is no response using the Rotary Selector and LCD (a message appears) ensure
that the Write Protection is not set. Remove the write protection using the
FDT/DTM configuration software or HART field communicator.
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Menu Structure
Figure 36. Menu Structure 1
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Figure 37. Menu Structure 2
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NOTE
Description of Menus
Because of optimized local operation, for configuration neither PC nor control system is required.
Menu 1: Actuator System, Mounting Side
In case operation via Rotary Selector is not possible check if write protection is set.
Change via FDT/DTM software.
To start the operation, select with Rotary Selector and confirm by pushing it down.
Figure 38. Sample SRD Main Menu Screen
For an optimal actuator adaptation, the SRD positioner must be configured whether it is a rotary
or a linear stroke actuator.
The positioner of the rotary actuator can work directly with the linear position sensor value. In
case of a stroke actuator an error tan () arises due to the angle of the resulting in 1% nonlinearity at travel of 30°. The SRD positioner can correct the travel via the tan function and thus
avoid bigger linearity errors detection.
The rotation direction of the adapter shaft for the tap changes depending on the mounting side of
the stroke actuator. Valve closed in one case means Valve open in another one.
There are rotary actuator types opening in the counter clockwise direction and others opening in
the clockwise direction. This also has to be signaled to the SRD positioner so that 0% “Valve
closed” and 100% “Valve open” are correctly assigned.
For stroke actuators mounted left of the spindle respectively are directly mounted. Select Stroke left with Rotary Selector and confirm by pushing it down as shown in Figure 39.
Figure 39. Sample Mounting Screen - Stroke left
For stroke actuators mounted right of the spindle select Stroke right as shown in Figure 40.
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Figure 40. Sample Mounting Screen - Stroke right
You must select the Rotary ccw to open the valve during counter clockwise (left) rotation.
Figure 41. Sample Mounting Screen - Rotary ccw
You must select Rotary clockw to open the valve during clockwise (right) rotation.
Figure 42. Sample Mounting Screen - Rotary clockw
For positioners with an external linear potentiometer instead of the rotary potentiometer you
must select the Linear Pot.as shown in Figure 43.
Figure 43. Sample Mounting Screen - Linear Pot.
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Configuration of 0 and 100%
Valid for single and double acting:
Configuration requested
Configuration of 0% and 100%
Input Signal
Range
4 mA = 0%
20 mA = 100%
4 mA = 100%
20 mA = 0%
4 mA = 0%
20 mA = 100%
4 mA = 100%
20 mA = 0%
MENU 1:
Mounting
1.11.21.31.43.1.13.1.2
Stroke
Left
Ye sYe s
Ye sYe s
Stroke
Right
Ye sYe s
Ye sYe s
Rotary
cclockw.
Rotary
clockwiseDirectReverse
MENU 3.1:
Valve Action
4 mA = 0%
20 mA = 100%
4 mA = 100%
20 mA = 0%
4 mA = 0%
20 mA = 100%
4 mA = 100%
20 mA = 0%
Ye sYe s
Ye sYe s
Ye sYe s
Ye sYe s
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Configuration requested
Configuration of 0% and 100%
Input Signal
Range
4 mA = 0%
20 mA = 100%
4 mA = 100%
20 mA = 0%
4 mA = 0%
20 mA = 100%
4 mA = 100%
20 mA = 0%
MENU 1:
Mounting
1.11.21.31.43.1.13.1.2
Stroke
Left
Stroke
Right
Rotary
cclockw.
Ye sYe s
Ye sYe s
Rotary
clockwiseDirectReverse
Ye sYes
Ye sYe s
MENU 3.1:
Valve Action
4 mA = 0%
20 mA = 100%
4 mA = 100%
20 mA = 0%
4 mA = 0%
20 mA = 100%
4 mA = 100%
20 mA = 0%
Ye sYes
Ye sYe s
Ye sYe s
Ye sYe s
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Menu 2: Autostart
Selection between different Autostart modes change by turning Rotary Selector and confirm by
pushing it down.
Autostart
Use Autostart to automatically adapt the positioner to the valve as shown Figure 44.
Geometric data of the actuator is determined and optimally assigned to control parameters. If the
Standard Autostart does not result in stable control, another autostart mode depending
upon actuator must be selected. For initial start-up, an autostart operation must always be
performed.
NOTICE
RISK OF DATA LOSS AND REDUCED PERFORMANCE
Autostart overwrites previous control parameters.
When using a Volume Booster in combination with the smart positioners and to
reach optimal control behavior, the Volume Booster has to be declared to the
positioner via the “Menu 4: Accessories”, before launching the Autostart.
Failure to follow these instructions can result in reduced performance.
Figure 44. Sample SRD Main Menu Screen - Autostart
Types of Autostart
End pointsServes for reduced automatic adjustment of the SRD positioner to only the
mechanical end points as shown in Figure 45.
StandardServes for automatic adjustment of the SRD positioner to the mechanical
end points and to the optimization of the controller parameters as shown in
Figure 45.
Extended To the optimization of the controller parameters in relation to standard mode
Smooth response Extended, damped controller parameters for smaller actuators as shown in
Fast response Extended, undamped controller parameters for larger actuators as shown in
as shown in Figure 45.
Figure 46.
Figure 46.
Figure 45. Sample Autostart Menu Screen - Standard
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Figure 46. Sample Autostart Menu Screen - Fast response
Select the type of Autostart and follow the steps as shown in Figure 47 to 50. Duration on a valve
position can take some time depending on actuator volume, air supply, pressure, etc.
Moving direction, mechanical starting and ending positions are determined by one or several
passages of valve position range as shown in Figure 47.
Ramps are entered and control system parameter is determined (ratio position/valve size). Steps
are entered for determination of control parameters as shown in Figure 49.
Determination of positioning speeds as shown in Figure 50.
After execution of Autostart Extended, Smooth response or Fast response, the SRD positioner
automatically moves to Position tuning. For more information see “Types of Autostart”.
Figure 47. Sample Autostart Screen - Get end points
Figure 48. Sample Autostart Screen - Get motor gain
Figure 49. Sample Autostart Screen - Control parameters
Figure 50. Sample Autostart Screen - Get valve speed
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Determined values are saved and previous values are superscribed. The SRD positioner is IN
OPERATION state again with the detected new parameters. It will set the mode of action of the
positioner.
Menu 3: Mode of Action of SRD Positioner
Valve Action sets the mode of action of the positioner as shown in Figure 51.
Figure 51. Sample SRD Main Menu Screen - Valve Action
Select Direct if increasing input signal is to initiate increasing output signal and Reverse if
increasing input signal is to initiate decreasing output signal as shown in Figure 52.
Figure 52. Sample SRD Valve Action Screen
Menu 4: Accessories
Accessories of the SRD Main Menu can also be configured. The options include None, Booster
and Exit as shown in Figure 53.
Figure 53. Sample SRD Main Menu Screen - Accessories
If a volume booster is present, select this point and confirm as shown in Figure 54. After that,
launch the Autostart. The control algorithm of SRD positioner will be adjusted automatically.
Figure 54. Sample Accessories Menu Screen
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Menu 5: Characteristic of Setpoint
A relationship between the input signal and valve position is set using the Valve Character SRD
menu option. See Figure 55 for the Valve Character menu option.
Figure 55. Sample SRD Main Menu Screen - Valve Character
Types of Valve Characters
Linear:See Figure 56 and Figure 57.
Equal% 1:50:Results in an equal percentage characteristic line with a position ratio of
1:50 for a valve of linear characteristic. See Figure 58
Quick open (Inverse equal percentage) :Results in an inversely equal percentage characteristic line with a position
ratio of 50:1 for a valve of linear characteristic.
Custom (User defined characteristic):A characteristic line entered via communication with 2 or 22 supporting
points is activated. Ex-factory a linear characteristic is set.
Exit:Exit from the menu
Figure 56. Sample Valve Character Menu Screen - Linear
Figure 57. Valve Character Linear Graph
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Figure 58. Valve Character Equal % 1:50 Graph
Figure 59. Sample Valve Character Menu Screen - Quick open
Figure 60. Valve Character Quick Open Graph
Figure 61. Sample Valve Character Menu Screen - Custom
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NOTE
NOTE
Figure 62. Valve Character Custom Graph
Menu 6: Limit and Alarms of Valve
The values can be adjusted stepwise locally with Rotary Selector or can also be configured via PC
with DTM software.
Definitions
Stroke, stroke range of the membrane actuator is defined for rotary actuator as angle,
angle range.
0 position is the mechanical impact at closed valve (be careful, if using handwheel
and mechanically adjustable stroke limitation.)
100% position is the mechanical impact at open valve.
Closing limit is a lower limit set via software. In normal operation the valve will not
close more than set here.
In the event of failure of the auxiliary energy no controlling is possible, therefore the
springs in the actuator will move the valve into safety position (for single acting
actuator).
Opening limit is an upper limit set via software. In normal operation the valve will
not close more than set here.
In the event of failure of the auxiliary energy no controlling is possible, therefore the
springs in the actuator will move the valve into safety position (for single acting
actuator).
64
Normal operation (= IN OPERATION) means that the position is controlled to the
4-20 mA input signal.
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NOTE
M 6.1Setting Lower limit (closing limit; cL)
The positioner provides that IN OPERATION the valve position does not close any further than
defined by the closing limit.
If the set point value is lower than this limit, message 12, see Chapter 11, “Troubleshooting”, is
produced. Select Limits/Alarms menu by pushing down Rotary Selector, then turn to adjust
value, and confirm as shown in Figure 63 and Figure 64 where the lower limit is set to 2.
Figure 63. Sample Limits/Alarms Menu Screen - Lower limit
Figure 64. Sample Limits/Alarms Screen - Lower limit example
M 6.2 Setting Cutoff low (0% Seal-tight Point; CO-L)
If a 0 seal-tight point is given, in case the set point is deviated lower (e.g. 3%), the SRD
provides the pneumatic output to press the valve into its seat with full force in order to tightly seal
valve. As soon as the command value is 0.5% higher than this seal-tight value, the position again
follows the command value as shown in Figure 65 and Figure 66 where the Cutoff low value is set
to 3.
The Seal-tight hysteresis factory set at 0.5. The value may be changed via
communication.
Figure 65. Sample Limits/Alarms Menu Screen - Cutoff low
Figure 66. Sample Limits/Alarms Screen - Cutoff low Example
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M 6.3 Setting Cutoff high (100% Seal-tight Point; CO-H)
If a 100 seal-tight point is pre-set and in case a certain set value is exceeded, the SRD ensures
that the pneumatic output presses the valve 100 into its seat with force. As soon as the
command value is 0.5 lower than this seal-tight value, the position again follows the command
value. This function makes sense for 3-way valves. Also both seal-tight points can be used in order
to tightly close the respective shut-off path during partial operation as shown in Figure 67 and
Figure 68 where the Cuttoff high value is set to 97.
Figure 67. Sample Limits/Alarms Menu Screen - Cutoff high
Figure 68. Sample Limits/Alarms Screen - Cutoff high Example
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M 6.4 Setting Upper limit (Opening Limit; oL)
The SRD provides that IN OPERATION the valve position does not open any further than
defined by the opening limit. If the set value is exceeded, a message appears. The Figure 69 shows
the Limits/Alarms Menu.
Figure 69. Sample Limits/Alarms Menu Screen - Upper limit
Figure 72. Opening and Closing Limits, Linear Characteristic
Figure 73. Opening and Closing Limits, Inversely Equal Percentage Characteristic
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Split Range, PV_SCALE Splitting
Split Range is useful if an additional control range is demanded which cannot be covered by one
valve only. A valve of smaller nominal size can be applied overtaking the smallest quantities; a
parallel mounted valve of bigger nominal size takes on the larger quantities.
With conventional positioners, this function is realized through serial connection of the
instruments and allocation of individual regulating ranges as shown in Figure 74. With SRD with
analog setpoint value (version HART), this can be adjusted with menus 6.5 and 6.6. Other
versions of the SRD receive the set value via digital means; the input data signal cannot be
splitted. The function can be realized either in the primary control system, in which setpoint
values are calculated for each valve, or via the variables PV_SCALE. With PV_Scale the digital
input set point value can be assigned to the valve span.
Figure 74. Split Range
Example:
At low current, only the smaller valve positions from approximately 40 the large valve is added.
Refer to Figure 74 to understand Split Range.
Pos. 1: Split Range 0 is 4 mA; Split Range 100 is 10.4 mA
Pos. 2: Split Range 0 is 10.4 mA; Split Range 100 is 20 mA
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SRD with HART Communication
M 6.5 Split Range 0
Select menu by pushing down Rotary Selector, then turn to adjust value, and confirm.
Figure 75. Sample Limits/Alarms Menu Screen - Split-range 0%
M 6.6 Split Range 100
Select menu by pushing down Rotary Selector, then turn to adjust value, and confirm.
Figure 76. Sample Limits/Alarms Menu Screen - Split-range 100%
Example: An input current of 10.4 mA has to correspond to a valve position of 100 as shown
Figure 77.
Figure 77. Sample Limits/Alarms Menu Screen - Split-range Example
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Alarms
M 6.7 Setting Lower Alarm
When falling below the set value underneath the entered alarm limit, an alarm is activated and a
message appears. To switch off the alarm setting, enter the value –10%.
Figure 78. Sample Limits/Alarms Menu Screen - Lower Alarm
M 6.8 Setting Upper Alarm
When surpassing the set value above the entered alarm limit, an alarm is activated and a message
appears. To switch off the alarm setting, enter the value +110%. Select menu by pushing down
Rotary Selector, then turn to adjust value, and confirm.
Figure 79. Sample Limits/Alarms Menu Screen - Upper Alarm
Example: Upper Alarm set to 91.3%. See Figure 80.
Figure 80. Sample Limits/Alarms Menu Screen - Upper Alarm Example
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Setting of Valve Limits
At Autostart the SRD determines the real limits of the actuator (which are mostly a little larger
then specified on the specification sheet). An actuator with 30 mm stroke could display a real
stroke of 33 mm. In order to produce a precise relationship between the input signal and the
stroke, the tolerances of the actuator can be compensated with menus Setting Valve 0% and
Setting Valve 100%. At unchanged 0, the actuator could be moved until exactly 30 mm are
reached. Through execution of function 6.10, the current position can be declared as 100, and
at a set point value of 50 the actuator will run on exactly 15 mm. For new configuration of the
strokes at 0or 100, the valve must be run in the corresponding position and then must be
confirmed.
M 6.9 Setting Valve 0%
The actual position of the actuator is declared as 0% as shown in Figure 81.
Figure 81. Sample Limits/Alarms Menu Screen - Valve 0%
M 6.10 Setting Valve 100%
The actual position of the actuator is declared as 100%. Select menu by pushing down Rotary
Selector, then confirm.
Figure 82. Sample Limits/Alarms Menu Screen - Valve 100%
Example: The actual valve position 98.4% is to be counted as 100%.
Figure 83. Sample Limits/Alarms Menu Screen Example
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M 6.11 Position Tuning
Because of inaccuracies at mounting, it may be possible that at input value 50% (= 12 mA) the
stroke valve is not exactly at half of stroke, regarding scale at valve. To correct this, apply 12 mA
and select this function. Move valve position to half of stroke by turning Rotary Selector and
confirm. End points of stroke and tan () values are automatically adapted and makes positioning
even more precisely.
Figure 84. Sample Limits/Alarms Menu Screen - Pos tuning
M 6.12 Setting Stroke with Stroke Actuators
The SRD measures with its feedback lever always an angle and by means of its tangent function, a
linear stroke of 0 to 100% is calculated therefrom. In order to indicate a real stroke in mm, the
full stroke at 100% can be entered in this menu. The LCD display will then indicate the actual
position in mm (or inch). Select menu by pushing down Rotary Selector, then turn to adjust
value, and confirm.
Figure 85. Sample Limits/Alarms Menu Screen - Stroke
Example: Stroke range of valve is to be 30 mm as shown in Figure 86.
Figure 86. Sample Limits/Alarms Menu Screen - Stroke Example
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Menu 7: Parameter for Tuning the Position Controller
Along with the determination of the actuator geometry and control parameters the suitable
setting parameters for the position controller are determined via function AUTOSTART in Menu
2. Assessment of a control behavior generally is very subjective. Partially a quick response is
requested without consideration of the overshoot width, partially a very smooth swinging is
requested with minor overshoot. We recommend performing the execution of the automatic
setting via AUTOSTART in Menu 2 in order to achieve a stable control behavior. Corrections
may then be made from the determined values. In rare cases AUTOSTART cannot find the
optimal setting for the respective application. For small actuators an improvement of the control
behavior can be achieved also by increasing damping at the pneumatic output. A further
optimization may follow by repeating AUTOSTART.
Several control parameters are combined in Menu 7 each having a submenu. Controller type is a
PID controller.
Figure 87. Sample LCD Menu Screen -Tuning
Selection of Tuning Parameters
Select sub-menu by turning Rotary Selector and confirm. Listed are the tuning parameters:
Parameter-
Tuning
P closing
P opening
I closing
I opening
D closing
D opening
Trav time close
Trav time open
Deadband
Booster tuning
a. Booster tuning is for booster applications. If unsatisfactory behavior occurs with small set point jumps, the value can
be increased successively from 0 to 1 or 2.
Description
Proportionate
amplification KP
Integration time
constant
Derivative time
constant
Positioning timeT63T630 to100sec
Dead band for
control diff.
Fine tuning0 to 2 (a)
Valve is
opening
PP0 to100-
TnTn0 to100sec
TvTv0 to100sec
GAPGAP0 to10% of span
Val ve i s
closingValueUnit
-
The dead band helps prevent (at the expense of accuracy) that the valve in the controlled
condition constantly moves around the set point. This reduces harm to the mechanical parts of
the actuator and the valve packing.
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Method for Fine Tuning of the Positioner
Depending on issue, select one or more of the following submenus where the recommended
action is increase , or decrease current value and 1st to priority 1 and 2nd for priority 2.
Hunting
IssueSlow response
When Actuator moves
to openxxxxx
When Actuator moves
to closexxxxx
Parameter in menu
7.1 Gain closing
(Proportional)
7.2 Gain opening
(Proportional)
7.3 Res time closing
(Integral)
7.4 Res time opening
(Integral)
7.5 Rate time closing
(Derivative)
7.6 Rate time opening
(Derivative)
7.9 Control Gap
(Deadband)
(oscillations)
Overshoot
(> 3%)
Overshoot
(< 3%)
nd
nd
nd
st
st
(a)
Too much time to
stabilize
nd
st
(a)
nd
nd
st
In case of using a booster, or using upper table was not successful
7.10 Fine Tuning
4.1 Accessories
Booster
Bypass screw at
booster
a. value upto 0.4 seconds
Select BoosterSelect None
or “Booster
Turn screw
clockwise
Select NoneSelect None
or Booster
Turn screw
counter
clockwise
Select None
Turn screw
counter clockwise
Remarks to Controller Tuning
If AUTOSTART does not find the optimum setting the following may be the result:
Behavior A: slow response to set point, long positioning time or long neutral time
Behavior B: continuous oscillation following set point jump
Behavior C: wide and high overshoot
For the assessment of the control 12.5% jumps in both directions may be performed in Menu 9.
The valve dynamics may be observed at LCD or the mechanics. Prior to changing parameters for
valve dynamics, a number of items are to be checked. The pneumatic output can be operated
directly without controller via Menu 8 and the valve movement may be assessed.
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For Behavior A check:
Is the Proportionate gain PMenu7.1 or P(Menu 7.2) too small? For more
information on tuning, see “Method for Fine Tuning of the Positioner”.
Remedy: Increase parameters.
Is the air pressure high enough to possibly overcome the actuator spring force and
friction?
Remedy through increasing air pressure.
Is the actuator volume high, possibly requiring an increased air capacity for fast valve
movement?
Remedy: through booster, see accessories, or spool valve option.
Was AUTOSTART performed in Menu 2 and did messages 8 respectively 9 occur?
Remedy: “AUTOSTART” in Menu 2 resp. observe information in Chapter 11,
“Troubleshooting”.
Has the parameter for the positioning time been set at a value too high?
Remedy: decrease both parameters Setting Time in Menu 7.5 or 7.6.
Is valve packing too tight resulting in a very high friction?
Is the supply air filter blocked?
Remedy: see Chapter 10, “Maintenance”.
Has the supply air been contaminated by small oil drops, particulate or are pneumatic
parts possibly blocked?
Remedy: exchange pneumatic parts; possibly use a suitable air supply station.
For Behaviors B and C check:
Is the air capacity possibly too high, e.g. through spool valve or booster?
Remedy: Work, if necessary, without booster or use version without spool valve.
Has the air supply pressure been set too high?
Remedy: Reduce pressure install pressure reducer.
Changing valve dynamics during Behavior A:
If valve has a high friction (for example, often the case in small rotary actuators due to low air
supply pressure or due to a valve seat packing which is too tight) then the valve position gets stuck
after a set point jump and possibly is re-controlled via the resetting time Tn, possibly after quite
some time has elapsed.
Basically, the following is possible:
Alternative 1: to accept a remaining deviation
Alternative 2: to accept some response procedures (such as remaining in over-response
for a short time, and remaining below set point and trailing).
When deciding Alternative 1, “Tn” must become ineffective, set value to “-off-”. Compensating
“P(kp)” must be increased until the set point jumps reach the set point within a short period of
time and without significant overresponse (adapt to both movement directions).
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When deciding Alternative 2 start as in Alternative 1. Thereafter “Tn” is re-switched and
decreased until the set point deviation has been re-controlled within a short period of time and
without long after-response (adapt in both movement directions). We recommend maintaining
the Tn’s for both directions about the same. If a post oscillation occurs after a set point jump,
“Tn” is selected too small, possibly “P(kp)” was selected too large.
The positioning time Travel Time, also called valve damping, does not have an effect during
AUTOSTART in Menu 2, however, set point jumps in Menu 9 reach the position controller in a
damped condition which then is not easily stimulated to oscillation. This behavior is also true for
the set point input.
This enables setting the controller to higher “P(kp)” values without producing oscillations in the
process. On one side this helps the position control to level disturbances due to friction, changes
in load or air supply pressure changes faster. On the other hand, it helps the superimposed valve
control circuit that neutral times in the valve control route don’t have such a big effect (stability in
valve control circuit).
Changing valve dynamics during behavior B: Increase “Tn” for both movement directions,
possibly turnoff and proceed as described in Behavior A Alternative 2.
Menu 8: Pneumatic Output (for Troubleshooting)
Figure 88. Sample SRD Main Menu Screen - Output
Figure 89. Sample SRD Main Menu Screen 1 - Output
Figure 90. Pneumatic Output Graph
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Serves to check the pneumatic parts of the positioner and the right valve piping by directly
applying current to the IP module by turning the Rotary Selector (no control; software limit
values such as “stroke limits” or “tight closing” are not considered).
The current value of the IP module is increased by 3% in 32 steps. By measuring the output
pressure generally, the following characteristic line of the IP module is achieved. The ramp is more
steep or flat depending on the air supply pressure.
The pneumatic works precisely, if the actuator begins movement in section II and runs latest in
section IV into the end position. If no reaction is own, check:
Does air supply exist?
Is plug connected to IP module?
If these items are okay, possibly is there an issue at the electronics or pneumatics. For more
information see Chapter 11, “Troubleshooting”. After leaving this menu (by pushing down
Rotary Selector) the positioner continues to control with present set point at input.
Menu 9: Manual Setting of the Valve Position
For the purpose of checking the control reaction of the actuator to a set point jump can be
observed. As far as the device is IN OPERATION jumps of 12.5% (or 1%) each are initiated by
turning Rotary Selector.
Figure 91. Sample SRD Main Menu Screen - Setpoint
Figure 92. Sample SRD Main Menu Screen - Setpoint 1
Figure 93. Sample SRD Main Menu Screen - Setpoint 2
The starting value for Menu 9 is always the current set point value.
If the control behavior is to be improved, this can be reached by performing a complete Autostart
(see Menu 2) or through manual tuning (see Menu 7).
After leaving this menu the positioner continues to control with present set point at input.
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8. Start UpMI EVE0108 – November 2019
Menu 10: Workbench (Miscellaneous functions)
M 10.1 Reset Configuration to Ex Factory Settings
Resets all entries made in all menus to the standard values present at delivery. This may become
necessary if it is unclear what had been changed per menu or in the event that a positioner was
taken from one actuator and mounted to another actuator.
After these functions the device is turned to condition OUT OF SERVICE. Therefore, an
Autostart has to be carried out after configuration of menus 1 to 6. Tuning with menus 7, if
necessary.
Figure 94. Sample SRD Main Menu Screen - Workbench
Figure 95. Workbench Menu Screen - Reset to Fact
M 10.2 Go IN OPERATION without Autostart
In principle, the first startup runs an Autostart in which the SRD is optimally adapted to the
actuator, then the SRD goes IN OPERATION and begins to control. This service function sets
the SRD directly IN OPERATION, without an Autostart. Use only for test purposes. Not
recommended for regular use.
Figure 96. Workbench Menu Screen - Go in Operation
M 10.3 Selection of Menu Language
One of the programmed languages can be selected. Ex-factory the active language is always
English. Changing to one of the other languages can also be done during operation.
Select menu by pushing down Rotary Selector, then turn to select language, and confirm by
pushing it down.
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MI EVE0108 – November 20198. Start Up
Figure 97. Workbench Menu Screen - Language
Figure 98. Workbench Menu Screen - Language Example
M 10.4 LCD Orientation
Display normal or turned by 180°.
Figure 99. Workbench Menu Screen - LCD orient
Figure 100. Workbench Menu Screen - LCD Orient Normal
Figure 101. Workbench Menu Screen - LCD Orient - Upside Down
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8. Start UpMI EVE0108 – November 2019
M 10.5 LCD Contrast
For adjustment of contrast/brightness of display.
Figure 102. Workbench Menu Screen - LCD Contrast
M 10.6 Selection of SI or Imperial units
SI: Dimensions in mm, and temperatures in °C
Imperial: Dimensions in inch, and temperatures in °F
Figure 103. Workbench Menu Screen - Units
Menu 11: Exit
M 11 Exit
End of configuration and back to operation.
Confirm by pushing down the Rotary Selector.
Figure 104. Sample SRD Main Menu Screen - Exit
Additional Parameters
The following parameters are accessible via communication only:
Parameterex factory
Control difference limit value5%
Control difference response time1 min
Cutoff hysteresis0.5%
Failsafe actionOFF
Power-up actionOUT OF SERVICE
Parameter write protectionOFF
Alarm limit for total strokes90 Mio.
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MI EVE0108 – November 20198. Start Up
Parameterex factory
Alarm limit for total cycles90 Mio.
Dead band for valve cycles1%
Upper pre-alarm100%
Lower pre-alarm0%
Hysteresis for position alarms0.5%
For complete parameter list, see FDT/DTM software.
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9. Decommissioning
Before decommissioning the unit, disconnect the supply air and the electrical input signal. After
disconnecting the electrical input signal, the last confirmed configuration of the positioner is
preserved in the memory.
Exchange of Device
If a temporary decommissioning of the SRD and a later mounting to another actuator has to be
carried out, before disconnecting, we recommend to use the “M 10.1 Reset Configuration to Ex
Factory Settings”. So the default settings “ex factory” are reactivated. This facilitates a later recommissioning.
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MI EVE0108 – November 20199. Decommissioning
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10. Maintenance
General
The SRD requires no periodical maintenance. When replacing components during repair work,
refer to the safety requirements document EX EVE0108.
Supply Filter Replacement
An obstructed supply filter 31 can be replaced. Unscrew the tubes and connection manifold,
remove the filter and exchange the filter with a new one.
Figure 105. Supply Filter Replacement
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MI EVE0108 – November 201910. Maintenance
!
Separate Upper from Lower Housing
CAUTION
EQUIPMENT OPERATION HAZARD
Separating upper and lower housing will damage the sealing and after re-assembly the EMV and
IP66 protection is no longer guaranteed.
To avoid any personal injury resulting from bursting of parts, take off air supply before any
removal of electronic board. Do not touch the rear part of the positioner at any time.
Use proper ESD precautions when opening this device for any servicing.
Failure to follow these instructions can result in injury or equipment damage.
To remove cover from housing, loosen 3 screws A. Unscrew knob 15 and remove. Then loose the
4 screws B to separate upper from lower housing.
Disconnect the plugs 41 and 42 from the board. Do not use tools to remove plugs, because
components could be damaged. Tight-fitting plugs can be easily removed by tilting them
diagonally inward before pulling them off. To remove the electronics unit 40, loosen the 4 screws
C.
Figure 107. Removal of Electronic Unit
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MI EVE0108 – November 201910. Maintenance
Removal of the Pneumatic Assembly
To replace the fine filter fleece in the pneumatic assembly, it is necessary to remove the pneumatic
unit.
Figure 108. Removal of Pneumatic Assembly
Unscrew the 2 screws D and lift up the pneumatic unit. At the bottom is the fine filter fleece F,
kept by O-Ring O. Remove O-Ring carefully using screwdriver and replace file filter fleece F.
Reassembly in reverse order.
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11. Troubleshooting
The components of the positioner are under constant surveillance by the installed micro
controller. If an error is detected, this will appear in Status line on LCD.
Table 1. Symbol (according to NE 107)
Maintenance required
Out of specification
Check function
Failure
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MI EVE0108 – November 201911. Troubleshooting
Activate error handler by pressing the Rotary Selector as shown in Figure 109.
Figure 109. Activating Error Handler
The detected error will be displayed, with possible cause. Connected to a system with DTM, the
remedy is more detailed. Remove the detected error from list by pressing the Rotary Selector.
Select Main Menu and go to configuration, or select Exit and go to operation.
Diagnosis without LCD information
Detected FaultPossible causeSolution
Positioner not operational
using key pads
Autostart not completed
(> 45 min)
Actuator does not react to
a change in the input
signal
No input signal at 11, 12Connect input signal
Local operation blocked (write protection)Remove blockage via
communication
No automatic power up (Reset)Reset SRD with keys
A key got jammedRelease cover screws, check menu
functions, retighten cover
Failure in the positionerContact Global Customer Support
Actuator volume too largestop Autostart and carry out
Failure in the positioner, otherwise
Message
Autostart remains stagnant for a longer time
(>10 min) in step 1 or 2, otherwise message
Autostart remains stagnant for a longer time
(>10 min) in step 3
(LCD: shows Control params)
No Autostart performed.Perform Autostart.
Positioner is not IN OPERATIONSwitch positioner IN OPERATION,
Set point source is configured wrongCorrect configuration via
extended Autostart, Menu 2 or apply
booster
carry out Autostart again, Menu 2
carry out Reset configuration
Contact Global Customer Support
Feedback lever (at stroke actuator)
incorrectly mounted. Verify
installation of feedback lever; flat
part points to arrow on housing
Coupling piece (at rotary actuator)
incorrectly turned (R and L mixed
up): Verify direction of rotation; flat
part points to arrow on housing
At large volume actuators the
Autostart can possibly remain
stagnant for a longer time (>10 min)
in step 3, prior to continuing in step 4
Autostart or via Configurator
Configurator
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11. TroubleshootingMI EVE0108 – November 2019
Detected FaultPossible causeSolution
Actuator does not attain
the closed or opened
position
Unstable behavior,
position control circuit
oscillates
Actuator leakageCheck the actuator and repoint
Actuator reacts too
sluggishly
No communication
possible
Autostart not carried outcarry out Autostart
Supply pressure too lowcheck supply air pressure
Travel limit is setcheck settings, Menu 5
Angle position linearization, positioner action or
characteristic curve is set incorrectly (e.g.
‘Custom’, but values are missing)
Autostart incomplete, therefore, control
parameters not suitable
Small actuator volume but high air capacityincrease damping at pneumatic
Friction on valve packing too highloosen packing gland slightly or
IP module or Pneumatic amplifierchange module, pneumatic amp
Air capacity insufficientattach booster
Gain set too lowincrease damping at pneumatic
Positioning time T63 set too highreduce positioning time, Menu 6
Input voltage too lowEliminate voltage drop
Faulty protocol, communicator and device type
do not match
Wrong electronics unitchange device
check settings, Menus 1, 3, 4
carry out complete Autostart
output, Menu 6 reduce gain (P
parameters)
replace
output, Menu 6
Check configuration of devices
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MI EVE0108 – November 201911. Troubleshooting
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12. Safety Requirements
!
EMC and CE
For notes regarding Electromagnetic compatibility EMC and CE labels see Product Specifications
Sheet PSS EVE0108.
Electrical Certification
To know more about technical data for Electrical Certification, see Product Specifications Sheet
PSS EVE0108.
DANGER
HAZARD OF ELECTRICAL SHOCK
For installations located in explosive atmospheres, all relevant national
regulations and installation conditions will be observed, e.g. in the Federal
Republic of Germany ElexV and DIN VDE 0165.
When repairing equipment with Electrical Certification, observe the national
regulations.
For repairs use only original parts from the manufacturer.
The following applies to the Federal Republic of Germany:
Repairs involving parts required for Electrical Certification will either be
carried out by the manufacturer or by authorized personnel and confirmed by
certificate.
Failure to follow these instructions will result in death or serious injury.
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MI EVE0108 – November 201912. Safety Requirements
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13. System Configuration
!
The safety requirements must be observed.
HART Communication
When using the ‘communication’ (an alternating current signal, which is modulated onto the 420 mA signal), it will be observed that the connected outputs are suitable for the used frequency
ranges. Apart from the load, also the alternating current impedances have to be observed. We
recommend to use only suitable instruments. To help eliminate crosstalk between leads and to
reduce disturbances through electromagnetic influences, we recommend to use twisted paired
shielded leads (0.3 to 2.5 mm2, max. 100 pF/m). The capacities of the leads and the connected
instruments will not exceed the maximum values for HART.
DANGER
HAZARD OF ELECTRICAL SHOCK
All components which are connected to the SRD in an explosion hazardous area, require an
Ex Approval. The applicable limit values shall not be exceeded concerning the maximum
defined capacitance Ci, inductance Li, voltage Ui and current Ii.
Failure to follow these instructions will result in death or serious injury.
Measuring HART Communication Signal
If a reliable communication signal cannot be received, it is advisable to check the level with an
oscilloscope. The first data block always comes from the Configurator and the second block is the
reply from the SRD.
HARTMeasured at configuratorMeasured at SRD
Configurator
transmits
SRD
transmits
For higher temperatures (above 70°C) it might become necessary to increase the communication
signal level when Configurator transmits, by increasing the value of communication resistor.
at least
350 mVpp
at least
120 mVpp
at least
120 mVpp
at least
400 mVpp
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MI EVE0108 – November 201913. System Configuration
Non hazardous areaHazardous location (Ex i)
System Configuration
Electrical Connection
Connection compartment see Chapter 7, “Electrical Connection”.
Electrical connection for SRD in intrinsic safe (Ex i) version.
Figure 110. Electrical Connection for SRD
Terminals
Connection Values
HART/4-20 mA
Figure 111. Terminals
Te r m i n a l s: 11 + / 1 2 –
Signal range:4 to 20 mA
Input voltage:DC 12 to 36 V (unloaded)
When used in hazardous areas, the maximum supply voltages, etc. on nameplate respectively
certificate of conformity, have to be observed.
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14. Dimensions
Figure 112. Dimensions with Manifold
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MI EVE0108 – November 201914. Dimensions
Figure 113. Dimensions with Gauges and Manifold
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14. DimensionsMI EVE0108 – November 2019
Exhaust
Typical Mounting
Figure 114. SRD998 with Booster VBS201, directly flanged to SRD998 with connection to an
Exhaust Collecting System
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MI EVE0108 – November 2019
ISSUE DATES
NOV 2019
Vertical lines to the right of text or illustrations indicate areas changed at last issue date.
Schneider Electric Systems USA, Inc.
38 Neponset Avenue
Foxboro, MA 02035
United States of America
http://www.schneider-electric.com
Global Customer Support
Inside U.S.: 1-866-746-6477
Outside U.S.: 1-508-549-2424
https://pasupport.schneider-electric.com
Copyright 2010-2019 Schneider Electric Systems
USA, Inc. All rights reserved.
The Schneider Electric brand and any trademarks of
Schneider Electric SE or its subsidiaries are the
property of Schneider Electric SE or its subsidiaries.
All other trademarks are the property of their
respective owners.
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