Siemens PS2 Installation And F.a.q

SIEMENS

INSTALLATION AND F.A.Q.’ s

sliding stem and rotary applications

PS2

Our Commitment to Quality

Dyna-Flo is committed to continuous improvement. While all efforts have
been made to ensure the accuracy of the content in this document,
modifi cations or improvements to the information, specifi cations, and
designs may occur at any time without notice. This document was published
for informational purposes only, and does not express or imply suitability, a
warranty, or guarantee regarding the products or services described herein
or their use or applicability.

Neither Dyna-Flo Control Valve Services Ltd., nor any of their affi liated
entities assumes responsibility for the selection, use and maintenance of any
product. Responsibility for selection, use and maintenance of any product
remains with the purchaser and end-user.

Dyna-Flo Control Valve Services Ltd.

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TABLE OF CONTENTS

CONTENT PAGE
Mounting Instructions 3-20

Old Style Basic Linear Actuator Mounting Instructions 3
Old Style Basic Linear Actuator Mounting Diagram 4
New Style Basic Linear Actuator Mounting Instructions 8
New Style Basic Linear Actuator Mounting Diagram 13
Basic Rotary Actuator Mounting Instructions 15
Basic Rotary Actuator Mounting Diagram 16
Quarter Turn Rotary Actuator Mounting Instructions 19
Quarter Turn Rotary Actuator Mounting Diagram 20

Siemens Overview for Factory Mounted PS2’s 21-22

Display Window 21
Operation Keys 21
Modes of Operation 21

• Automatic 21

• Manual 22

• Confi guration 22

• Diagnostic 22

Positioner Setup and Calibration 23-26

Clearing the Memory 26

Operations and Confi gurations 27-30

Charts and Diagrams 29

Parameters Chart 31-32
Functional Upgrade 33-35

Procedure 33
Diagram 34-35

FAQ / Troubleshooting and Solutions 36-38

Valve Is Not Actuating 36
PS2 Positioner Is Hunting 36
PS2 Positioner Does Not Move Valve 36
PS2 Positioner Is Constantly Venting 36
There Is Power and 4-20 mA But No Display 36
Valve Is Being Moved In Wrong Direction 37
Power Interruption / Broken Connection 37
Positioner Goes Past Closed To A Negative Value 37
Valve Does Not Fully Open Or Close 37
Valve Actuates Too Quickly 37

Dyna-Flo Control Valve Services Ltd.

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OLD LINEAR MOUNTING INSTRUCTIONS

Tools Required:

• Wrenches (5/16”, 3/8”, 7/16”, 1/2” 9/16”, 10 mm, and 13mm)

• Slotted Screwdriver

• Phillips Screwdriver

• Terminating Screwdriver

• Hex Wrench Set

For linear valves, mount all hardware as shown in Figure 1.
To determine which holes on the mounting bracket to use, refer to Figures 2 & 3
and Table 2 or follow these steps:

1 Set the actuator at half travel.

2 Align the feedback loop (Key 5) and feedback arm (Key 4) so that they are

both horizontal, as shown in Figure 1.

3 The feedback loop (Key 5) should be compressing the spring on the feedback
arm assembly (Key 4) anywhere between 1/4” and 1/2”.

NOTE: In order to achieve proper spring compression it may be necessary to
fl ip the mounting bracket - connecting block (Key 2).

4 Depending on the actuator type, size, and travel, a different combination of
holes on the mounting bracket will have to be used for each application. The
top 5 rows of holes are used to mount to the actuator. The bottom 4 rows are
used to mount to the positioner. Choose the combination that best allows the
feedback arm (Key 4), and the feedback loop (Key 5) to be horizontal and
parallel at half travel.

5 Once this arrangement is set, tighten all the fasteners.

6 Follow start-up as described in this handbook or in the Chapter on

“Commissioning” of the Siemens SIPART PS2 Operating Instructions (Latest
Edition).

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OLD LINEAR MOUNTING INSTRUCTIONS

Figure 1 Linear Hardware Mounting Diagram

10

1

13

12

3

7

6

8

15 2 5 4

9

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OLD LINEAR MOUNTING INSTRUCTIONS

Table 1

Linear Actuator Mounting Parts List

Key Description Quantity

1 Bracket, Yoke - Sliding Stem 1
2 Mounting Bracket - Connecting Block 1
3 Adjusting Bracket - Feedback Loop 1
4 Feedback Arm Assembly 1
5 Feedback Loop 1
6 Washer - Feedback Loop 1
7 Hex Nut 4
8 Hex Cap Screw, Adjusting Bracket - Mounting 2

9 Lock-washer 4
10 Hex Cap Screw, Mounting Bracket - Positioner 2
11 Lock-washer, Mounting Bracket - Yoke (Not Shown) 2
12 Hex Cap Screw, Mounting Bracket - Positioner 4
13 Lock-washer, Mounting Bracket - Positioner 4
14 Airset Mounting Screw (Not Shown) 2

Hex Cap Screw - Connecting Block

15

(Not Included - Use Existing Cap Screws)

16 Airset Regulator (Not Shown) 1

Spacer, Mounting Bracket - Yoke

17

(Not Shown - Sizes 1046, 1069, & 2069 Only)

For Mounting Instructions refer to Pages 2, 7, & 11.

2

2

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OLD LINEAR MOUNTING INSTRUCTIONS

1

2

3

4

5

B

A

Figure 2

Mounting Bracket
Mounting Hole Diagram

1

2

3

4

5

A

Figure 3

Mounting Bracket
DFO Size 3220
Mounting Hole Diagram

Dyna-Flo Control Valve Services Ltd.

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OLD LINEAR MOUNTING INSTRUCTIONS

Table 2

Actuator Mounting Bracket Mounting Hole Location Chart

ACTUATOR

SIZE

DFC 1046 3/4” 5-B DFO 1046 3/4” 5-A

DFC 1069

DFC 2069

DFC 2105
DFC 2156

DFC 3105
DFC 3156

DFC 3220

DFC 3220-4

NOTES: NA = Not available at this time.

TRAVEL

3/4” 4-A

1-1/8” 4-A 1” 4-A

3/4” 5-A
1-1/8” 5-A 1-1/8” 4-A
1-1/2” 5-A 1-1/2” 3-A

3/4” 1-A
1-1/8” 1-A 1-1/8” 3-A
1-1/2” 1-A 1-1/2” 3-A

2” 2-A 2” 2-A

3/4” 2-A
1-1/8” 2-A 1-1/8” 3-A
1-1/2” 3-A 1-1/2” 3-A

2” 3-A 2” 2-A

3/4” 2-A
1-1/8” 2-A 1-1/8” 4-A
1-1/2” 2-A 1-1/2” 4-A

2” 3-A 2” 4-A
3” 2-A 3” 4-A
2” 4-A

2-1/2” 4-A 2-1/2” NA*

3” 4-A 3” 5-A
4” 4-A 4” NA*

HOLE

PATTERN

ACTUATOR

SIZE

DFO 1069

DFO 2069

DFO 2105
DFO 2156

DFO 3105
DFO 3156

DFO 3220

DFO 3220-4

TRAVEL

3/4” 4-A

3/4” 4-A

3/4” 3-A

3/4” 3-A

3/4” 4-A

2” NA*

PATTERN

HOLE

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NEW LINEAR MOUNTING INSTRUCTIONS

Tools Required:

• Wrenches (5/16”, 3/8”, 7/16”, 1/2” 9/16”, 10 mm, and 13mm)

• Slotted Screwdriver

• Terminating Screwdriver

• Hex Wrench Set

BEFORE CONNECTING THE ACTUATOR AND VALVE STEM:
1 Attach the sliding pin assembly (Keys 2, 3, 4, 5, 6, & 7) to the connecting

block bracket (Key 1), refer to Figure 4B for assembly details. Center the
sliding pin assembly in the connecting block pin slot as shown in Figure 4A.
Hand tighten the hex nut (Key 7).

2 Using lock washers (Key 9) and cap screws (Key 10), mount the yoke bracket
(Key 8) to the Siemens PS2 Positioner as shown in Figure 4C. NOTE: Travel
markings are engraved on the front of the yoke bracket. Travel markings
should be visible when mounting the PS2 to the actuator yoke, as such when
looking at the cover of the PS2 housing you should be able to see the travel
markings.

3 Connect the feedback arm assembly (Key 11) on to the shaft of the PS2
positioner using the socket set screw (Key 12). Refer to Figure 4D.

SIEMENS PS2 LINEAR MOUNTING INSTRUCTIONS:
NOTE: Refer to the appropriate valve and actuator instruction manuals for actuator

mounting instructions. These instructions assume that the actuator has already
been mounted to the valve but that the connecting block has yet to be installed.
The threads of the valve and actuator stems should each engage the threads of
the connecting block (Key 16) by a distance equal to that of the diameter of the
corresponding stem or greater.

1 Set the actuator to the upper bench set. Move the valve stem the required
travel, the valve stem should engage the actuator stem.

2 Place the connecting block on to the valve/actuator stems and align the
connecting block (Key 16) with the window of the actuator yoke. NOTE: The
connecting block should be parallel with the lower mounting pad of the
actuator yoke. Refer to Figure 5A.

Install any spacers (Key 19), connecting block bracket (Key 1), washers (Key

18), and cap screws (Key 17) as shown in Figure 5B. NOTE: The cap screws
(Key 17) should be centered in the connecting block mounting bracket. The
sliding pin assembly and sliding pin slot of the connecting block bracket should
be on the right hand side of the actuator. Refer to Table 3 for actuator sizes
that require connecting block spacers (Key 19).

Dyna-Flo Control Valve Services Ltd.

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NEW LINEAR MOUNTING INSTRUCTIONS

SIEMENS PS2 LINEAR MOUNTING INSTRUCTIONS (Continued):
3 Determine the required travel for your valve assembly and locate the

corresponding mounting holes on the yoke bracket (Key 8), refer to Figure
4C for example. Attach the yoke bracket/PS2 positioner assembly to the lower
mounting pad of the actuator yoke with lock washers (Key 14), cap screws
(Key 13), and spacers (Key 15) if required (refer to Table 1 to determine if
spacers are required). NOTE: Before tightening the mounting cap screws,
ensure that the sliding pin assembly is aligned in the feedback arm slot as
shown in Figure 5B.

4 Adjust the hex nut (Key 7) on the sliding pin assembly to achieve 1/16” to
1/4” compression on the spring (Key 4), refer to Figure 5B.

5 Set the actuator to 50% travel, the feedback arm (Key 11) should be
horizontal. If the feedback arm is not horizontal, adjust the connecting block
bracket (Key 1) up or down as necessary.

6 Place the actuator in the fully open or closed position. Adjust the sliding pin
assembly left or right in the pin slot of the connecting bracket (Key 1) to
achieve the correct angle of travel:

For 3/4” & 1-1/8” Travel: The feedback arm (Key 11) should be at 33
shown in Figure 6. Adjust the sliding pin assembly until the center of the
feedback arm slot aligns with the 3/16” hole of the yoke bracket (Key 8).

For 1-1/2” to 4” Travel: The feedback arm (Key 11) should be at 45O as
shown in Figure 6. Adjust the sliding pin assembly until the center of the
feedback arm slot aligns with the hex nuts (Key 10) in the mounting yoke
bracket (Key 8) where it connects to the PS2.

7 Follow the START-UP instructions described in this handbook or in the Chapter
on “Commissioning” of the Siemens SIPART PS2 from the Operating
Instructions (Latest Edition).

O

as

Figure 4A Sliding Pin Placement Connecting Block Bracket

1

SLIDING
PIN
ASSEMBLY

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NEW LINEAR MOUNTING INSTRUCTIONS

Figure 4B Sliding Pin Assembly Diagram

1

3

1

4

4

2

Figure 4C Yoke Bracket Mounting

FRONT OF BRACKET

TRAVEL MARKINGS

5

6

BACK OF BRACKET

2

7

7

3

5

6

910

8

PS2

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NEW LINEAR MOUNTING INSTRUCTIONS

Figure 4D Feedback Arm Installation Diagram

8

11

ALIGN THE FLAT
OF THE SHAFT
WITH A SET
SCREW HOLE

12

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