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.

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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

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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

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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).

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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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P-PS2Q0619A

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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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NEW LINEAR MOUNTING INSTRUCTIONS

Figure 5A Bracket Mounting Orientation View

UPPER
MOUNTING
PAD

13

8

10

14

LOWER
MOUNTING
PAD

ACTUATOR
STEM

16

1

VALVE
STEM

11

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NEW LINEAR MOUNTING INSTRUCTIONS

Figure 5B

Feedback Arm
Alignment Diagram

15

8

17 18 19

13

16

14

11

1

1/16” TO 1/4” GAP

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NEW LINEAR MOUNTING INSTRUCTIONS

33O POSITION 45O POSITION

8

11

Figure 6 Angle of Travel Feedback Arm Positions - Step 6

Table 3

Linear Actuator Mounting Parts List

Key Description Quantity

1 Connecting Block Bracket 1
2 Sliding Pin - Sliding Pin Assembly 1
3Tefl on Stopper - Sliding Pin Assembly 1
4 Spring - Sliding Pin Assembly 1
5 Spring Seat - Sliding Pin Assembly 1
6 Washer - Sliding Pin Assembly 1
7 Hex Nut - Sliding Pin Assembly 1
8 Yoke Bracket 1

9 Lock Washer - PS2 Mounting 4
10 Hex Head Cap Screw - PS2 Mounting 4
11 Feedback Arm Assembly 1
12 Socket Set Screw 2
13 Hex Head Cap Screw - Yoke Bracket Mounting 2
14 Lock Washer - Yoke Bracket Mounting 2
15 Spacers - Yoke Bracket - For Actuator Size 1046 2
16 Connecting Block 1
17 Hex Head Cap Screw - Connecting Block 2
18 Washer - Connecting Block 2
19 Spacer - Connecting Block - For Actuator Sizes 2105 to 3156 2

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ROTARY MOUNTING INSTRUCTIONS

Tools Required:

• Wrenches (5/16”, 3/8”, and 10 mm)

• Slotted Screwdriver

• Phillips Screwdriver

• Terminating Screwdriver

• Hex Wrench Set

For Rotary Valves mount all hardware as shown in Figures 7 - 8.
Mounting Parts listed in Table 4. To mount a Siemens PS2 to a Rotary Actuator,
follow these steps:

1 Remove the old machine screws (Key 7), old travel indicator (Key 5), and two
hex cap screws (Key 8) from the actuator cover plate (Key 12).

2 Place the valve/actuator in the closed position. Set the travel indicator (Key 5)
over the pin of the pin assembly (Key 6) and place them both onto the
actuator hub. Align the travel indicator with the closed position of the actuator,
thread in the travel indicator screws; completely tighten the travel indicator
and pin assembly to the actuator hub while maintaining the alignment of the
indicator with the closed position of the actuator.

3 Align the mounting bracket (Key 1) to the back of the Siemens positioner so
that the four screw holes match the holes on the positioner as described in
Figures 7 or 7A. Install the lock-washers (Key 2) and cap screws (Key 3)
and completely tighten the bracket to the positioner.

4 Slide the coupler (Key 4) onto the input shaft (Key 13) of the positioner, the
fl at of the PS2 input shaft does not matter to the orientation of the coupler.
Hand tighten the coupler screw (Key 4A) using the appropriate hex key. Do
not over torque the coupler screw, over torquing can damage the coupler.

5 Place the spacers (Key 11) over the holes on the actuator cover plate. Place
the PS2/mounting bracket assembly onto the actuator being careful to have
the coupler fi t over the pin assembly (Refer to Figure 8). Slide the two
lock-washers (Key 10) onto the mounting cap screws (Key 13). Insert the cap
screws through the bracket (Key 1) and spacers (Key 11) and into the actuator
cover plate holes. Completely tighten the cap screws and then completely
tighten the 2nd coupler screw (Key 4A) securing it to the pin assembly.

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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P-PS2Q0619A

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ROTARY MOUNTING INSTRUCTIONS

Figure 7

Basic Rotary
Mounting Diagram
DFR026 / DFR047

DFR026 ROTARY

ACTUATOR

6

PS2

1*

5

ACTUATOR
COVER PLATE

*NOTE: The rotary mounting bracket (Key 1) is shown rotated 90O for clarity.

3

2

9

4

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1*

6

5

7

ACTUATOR
COVER PLATE

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ROTARY MOUNTING INSTRUCTIONS

Table 4

Rotary Actuator Mounting Parts List

Key Description Quantity

1 Mounting Bracket - Rotary 1
2 Lock-washer 4
3 Hex Cap Screw 4
4 Coupler 1
5 Travel Indicator 1
6 Pin Assembly 1

9 Hex Cap Mounting Bolt 2
10 Lock-washer 2
11 Spacer 2

Figure 7A

Basic Rotary
Mounting Diagram
DFR070 - DFR220

3

2

4A

4

1

13

4A

4A

5

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4

6

17

ROTARY MOUNTING INSTRUCTIONS

7

8

6

ACTUATOR
COVER PLATE

5

Figure 7B

Basic Rotary
Mounting Diagram
DFR070 - DFR220

Figure 8

Basic Rotary Mounting
Diagram continued

4

9

10

1

12

11

5

6

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QUARTER TURN MOUNTING INSTRUCTIONS

Mount all hardware as shown in Figure 9. Quarter Turn Actuator Mounting Parts List
is on Table 5. To mount a Siemens PS2 to an Quarter Turn Actuator, follow these
steps:

1 Adhere indicator sticker (Key 3B) onto the mounting bracket (Key 4) in the
center of the centering hole (Refer to Figure 9.2).

2 Attach the mounting bracket (Key 4) (actuator specifi c) onto the rear of the
positioner and secure using lock-washers (Key 7) and hex cap screws (Key 6).

3 Push the coupling wheel (Key 1) onto the input shaft, pull it back by about 1
mm and tighten the hex socket cap screw (Key 10) with the appropriate hex
key.

4 Place the carrier (Key 2) onto the end of the actuator and secure it using a
washer (Key 9) and Fillister head screw (Key 8).

5 Carefully place the positioner with the mounting bracket onto the actuator
such that the pin of the coupling wheel engages in the driver.

6 Align the positioner/mounting bracket assembly in the center of the actuator
and screw tight.

7 Follow start-up as described in this handbook or in the Chapter on
“commissioning” of the Siemens SIPART PS2 Operating Instructions Latest
Edition. Drive the actuator to the end position and adhere scale (Key 3A) on
the coupling wheel (Key 1) according to direction of rotation and rotary
actuator.

Table 5

Basic Quarter Turn Rotary Actuator Mounting Parts List

Key Description

1 Coupling Wheel

2 Carrier
3A Scale
3B Indicator Sticker

4 Mounting Bracket

6 Hex Cap Screw

7 Lock-washer

8 Fillister Head Screw

9 Washer
10 Hex Socket Cap Screw

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QUARTER TURN MOUNTING INSTRUCTIONS

3B

7

6

4

1)

2

3)

1

8

9

2)

Figure 9

Basic Quarter Turn Rotary
Actuator Mounting Diagram

4)

5)

10

4

1

1

3A

0% 20 40 60 80 100%

2

* Excerpt from Section 4.3 of the Siemens
SIPART PS2 Operation Instructions Edition
09/2014.

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SIEMENS OVERVIEW

FOR FACTORY MOUNTED PS2’S

The Siemens Digital Positioner is extremely easy to use and confi gure with onboard
programming and a display window. The positioner is HART protocol standard. Can
be purchased with Profi bus PA or Foundation Fieldbus communication protocols.

Figure 10 Display Window

Display Window

1 The display window (Figure 10) has two lines:

• The bottom line tells you if the unit is in manual or automatic mode
(AUT or MAN).

• The bottom line also displays the input control % of the 4-20 mA
supply.

Operation Keys

When the cover is removed, there are three buttons on the front of the Siemens
PS2 Positioner that provide all the tools needed to set up the positioner (Figure 10).
The Class I Zone I Explosion Proof version has the buttons under an access door
that needs to be unscrewed and opened. It is located under the display window.

2 ‘HAND’ Key
3 ‘-’ Key
4 ‘+’ Key

• The top line is the % open or closed.

There are four operation modes onboard the Siemens PS2

• Automatic

• Manual

• Confi guration (sub-routine of manual operation)

• Diagnostic

Automatic Mode

If the Siemens PS2 Positioner is mounted on a valve and is calibrated from the
factory, power up the device by connecting the positive lead to of mA source the
#3 terminal and negative lead to the #8 on the terminal strip. Once connected,
the PS2 Positioner will start up in the Automatic Mode.

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SIEMENS OVERVIEW

FOR FACTORY MOUNTED PS2’S

Manual Mode - Overview

By pushing the ‘HAND’ Key once quickly, you can switch between Auto and Manual
Mode. When you are in the Manual Mode you can stroke the valve with the ‘+’ and
‘-’ Keys. You can also access the Confi guration Mode when in Manual Mode.

Confi guration Mode - Overview

When in Manual Mode pushing and holding the Hand Key for 5 seconds
accesses the confi guration mode. There are 52 standard parameters within
the Confi guration Mode that can be changed (only 5 need to be programmed for
typical set-up). Each parameter is selected by pressing the ‘HAND’ Key once
quickly. Pressing the ‘+’ and ‘-” Keys changes the parameter values.

*Refer to the Programming sheet inside the PS2 or Pages 31 - 32 for defi nitions and selectable
choices.

Within parameter number 4, the unit is Auto-Calibrated and initialized by pressing
the ‘+’ button and holding for 5 seconds. The unit then goes into an Auto-Calibrate
sequence of 5 sub-routines. Once the Auto-Calibration is complete press the ‘HAND’
Key once quickly, then Exit the programming mode by pressing and holding the
‘HAND’ Key for 5 seconds. The positioner will then enter Manual Mode after
displaying the Firmware version number. All programming changes will be stored
into the RAM at this point. Then simply select the Automatic Mode by pressing the
‘HAND’ Key once quickly. The 4-20 mA supply will then control the valve.

*The Auto-Calibration can take up to 5-10 minutes with a large actuator. Chattering noise is
normal.

Diagnostic Mode - Overview

Diagnostic Mode can be accessed by pushing all three buttons simultaneously for 5
seconds while in the Automatic Mode. The Siemens PS2 is really still in Automatic
Mode and is being controlled by the 4-20 mA signal. Scroll through this menu by
pushing the ‘HAND’ Key once quickly. Refer to the SIPART PS2 Operation
Instructions Latest Edition for all window defi nitions. To exit the Diagnostic Mode,
press and hold the ‘HAND’ Key for 5 seconds, which returns the positioner back
to Automatic Mode.

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POSITIONER SET UP &

CALIBRATION

Positioner Set Up
NOTE: Refer to the positioner information sticker to confi rm that your Siemens

software version and HART protocol drivers are the version required for your
positioner. For more information contact Dyna-Flo Control Valves Services.

1 Attach positioner to actuator using mounting hardware. Refer to attached
schematic. Mounting Instructions (Pages 3 to 20).

2 Tube up positioner.
a Y1 port is output to diaphragm.
b PZ port is supply from regulator (Note: positioner requires very clean dry

air according to ISO/DIS 8573-1: Class 2, a better than normal fi lter is
required, we supply a 5 micron fi lter in the instrument supply regulator).

c Use a coalescing fi lter if liquids are present in the supply gas.

3 Remove the cover and attach a mA (milliamp) source. Class I Zone II
version has four screws around the outside of the cover, where Class I Zone I
Explosion Proof Model has a blue end cap that unscrews from the main body.
Refer to the SIPART PS2 Oper ation Instructions Latest Edition, for basic device
wiring schematics. A wiring diagram is included under the cover of the positioner.

a Terminal ‘3’ is positive.
b Terminal ‘8’ is negative.

4 Turn on mA source (set between 4 mA – 20 mA, it does not matter).

5 Set Transmission Ratio Selector, ensure it is fully engaged (all the way up or

down). On the Class I Zone II model, this is a square yellow vertical pin that is
in the middle of the positioner body (Figure 11B). If you have the Class I Zone I
explosion proof model, this is located inside the positioner in the same
location, but is a yellow tab that needs to be moved with a small screw driver
up or down. Refer to Figure 11B, Page 27. The sticker on the front shows the
“33” and “90” position.

a 90 (up) position for travel more than 1-1/4” and rotary applications.
b 33 (down) positioner for travel 1-1/4” or less.
(if you are not achieving your travel with 33 selected, change to 90)

6 Engage Gear Interlock. It is a ½” yellow selector wheel on the left side (Figure
11C). Set it to the same selection as you chose for the Transmission Ratio
Selector, 90 or 33. Refer to Figure 15 & 16 on Pages 34 & 35 for further
information.

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23

POSITIONER SET UP &

CALIBRATION

Positioner Set Up (Continued)
7 Using the ‘+’ & ‘-’ Keys on the positioner, stroke the valve fully to the upper

& lower mechanical stops. Ensure there is no binding on the linkage and
everything moves freely (must be in Manual Mode, if you are in Programming
mode, press the ‘HAND’ Key for 5 seconds. Refer to Step 10 for more info).

8 FOR LINEAR VALVES:

Using the Sliding Clutch (Refer to Figure 15, Key 5. Class I Zone II model is on
the left, Class I Zone I on the right) turn this until the position (“P” Number)
display on the positioner reads between 5%-15% or 85%-95%. Then use the
‘+’ & ‘-’ Keys to stroke valve to the opposite mechanical stop. Check what
percentage is displayed. Set this value opposite to the previous stop (e.g.: If
the upper stop limit was 85%-95%, set the lower stop limit between 5%-15%
or vice versa). Stroke the valve back to the opposite stop, and check what
percentage is displayed again. If it is not between 85%-95% or 5%-15%,
re-set the sliding clutch accordingly. Adjusting the sliding clutch will affect both
mechanical stops “P” number slightly.

a Note: The objective is to achieve between 5% -15% at one stop, and
85%-95% at the other without the “P” number wrapping around at the
upper or lower end of the scale. Repeat this process until both upper &
lower stops read correctly. Verify by stroking to mid-travel and check if
you are close to a 50% display. Once complete, leak test your tubing.

b Note: If the “P” number wraps around past 1 or 99 in either direction, the
resolution of the potentiometer must be adjusted. Loosening the nut on
the back side of the spring loaded button of the feedback arm assembly
(Refer to Figure 11, Key A), will allow lateral movement of the button. To
decrease the resolution, move towards the center of the Positioner. To
increase, move towards the outer edge. Move this in small increments, as
it has a signifi cant effect on the resolution. Try ¼” movements at a time.
This is a trial and error process, once you are able to stroke to both stops
“P” numbers as noted above, re-tighten the nut on the back side of the
spring loaded button.

c Note: If the positioner is not brand new and has already been used
before, you will need to clear its “memory” for Step 8 to work correctly.
The display reads ‘NOINI’ when it is new or has the memory cleared. If
the valve moves when you adjust the Sliding Clutch, clear the memory as
described in the next section.

d The Class I Zone II Sliding Clutch Wheel is fairly stiff and makes a ratchet
noise when moved. If the Sliding Clutch refuses to move at all, refer to
Step 9 and loosen the Sliding Clutch Lock. The Class I Zone I Positioner
Sliding Clutch Adjustment Wheel can be rotated using a small screw
driver, and is found on the output stem of the positioner (Figure 16).

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POSITIONER SET UP &

CALIBRATION

Positioner Set Up (Continued)
8 FOR ROTARY VALVES:

For Rotary Valve applications with 90° travel, use the ‘+’ & ‘-‘ keys to move
the valve to the mid-point of its stroke. Use the Travel Indicator of your
Actuator to achieve this. Next, use the Sliding Clutch to set the Position
Display of the positioner to read as close to ‘50’ as possible, don’t worry if it is
out a little bit. Stroke the valve to each Travel Limit and ensure your display
reads close to ‘0’ at one limit, and close to ‘100’ at the other. It does not
matter which is open and which is closed at this point as the display can be
changed to read correctly in Parameter 38. Refer to page 25, Step 12, Section

“d”, Note “i” of this Guide.
9 Once the Sliding Clutch is set, lock it by tightening the Sliding Clutch Lock with

a small screwdriver. It is the yellow wheel under the Sliding Clutch. Refer to
Figure 15, Page 34, rotate clockwise to lock it. Access to the Class I Zone I
Clutch Lock is inside the positioner. It is a yellow wheel in the middle of the

Positioner and can be adjusted by using a small screwdriver (Figure 16).
10 Note: The ‘HAND’ Key function (Figure 10)

a One press takes you from Auto Mode to Manual Mode and Manual Mode to
Auto Mode (as indicted by the display on the readout).

b To enter Programming Mode, fi rst make sure you are in Manual Mode then
press and hold the ‘HAND’ Key for 5 seconds.

11 When in Programming Mode, scroll through the Parameters by briefl y hitting
the ‘HAND’ Key. Change the Parameter values by hitting the ‘+’ & ‘-’ Keys.

12 While in Programming Mode, change the following Parameters (refer to
attached Parameter List (Figure 14) for brief explanation of parameters, refer

to Chapter 9 of the SIPART PS2 Operation, chapter on Commissioning):
a Parameter 1: WAY. Note: For LINEAR VALVES with the NEW STYLE

LINEAR MOUNTING KIT (Refer to Page 8) Parameter 1 will need to be set
to FWAY.

b Parameter 2: 90 or 33 for Step 5.
c Parameter 7: Set to RISE or FALL depending on your valve:

i Note: For Rotary Valves, if Potentiometer is rotating clockwise when
actuator begins to stroke (increasing the signal to diaphragm), this

will be FALL, counter clockwise: RISE.
ii For sliding stem RISE for fail closed, FALL for fail open.
d Parameter 38: RISE or FALL, make it the same as Parameter 7

i Note: This parameter merely determines the display when the valve
strokes (0-100%). If for some reason the display shows 100% when
the valve is closed and you want it to read 0%, just change this

parameter.
e Parameter 39: UP DO.

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POSITIONER SET UP &

CALIBRATION

Positioner Set Up (Continued)
13 Auto-calibrate:

a While still in Programming Mode, scroll to Parameter 4.
b Hold the ‘+’ Key down for 5 seconds.
c This initializes the Auto Calibration program, which sets up your VALVE

AND ACTUATOR CURVE automatically.
d There are 5 run sequences, they switch systematically without the need

for intervention. A chattering sound is normal.
e When the Auto-Calibration stops, the screen will indicate FINSH, at this

time you can push the ‘HAND’ Key once (quickly, do not hold down), this
will take you back to the program Parameters reading # 4.

f Hold down on the ‘HAND’ Key for 5 Seconds, this will store
everything to Memory and will take you back into Manual Mode.

14 Press the ‘HAND’ Key and this returns the positioner into the AUTO Mode,
which will then respond to your controller’s output signal (or the mA source
you have connected). Stroke the valve with your mA source to ensure linearity
(e.g. check valve stroke at 0%, 25%, 50% etc.).

15 Fine-tuning and customizing of programming can be further accomplished,
please consult the SIPART PS2 Operation Instructions for the instructions and
procedures on (programming/customizing) your positioner for each application.

Clearing the memory

To restore the positioner to factory “out of box” default settings refer to Parameter

50. PRST (Pages 25 & 26) for reset options (option ‘ALL’ will completely reset the
positioner to factory default settings).

1 In Programming Mode, scroll to parameter 50.

2 Use the ‘-’ & ‘+’ Keys to scroll to the reset option required. Reset
options are listed on Page 30.

3 Press and hold the ‘+’ Key on the desired reset option, the word Strt
will be displayed for several seconds.

4 When cleared the word oCay will be displayed. Let go of ‘+’ Key.

5 The selected parameters will now have been reset to factory defaults.

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OPERATIONS & CONFIGURATIONS

Figure 11 Adjustment Nut

Figure 11A

Transmission
Ratio Selector Detail

PS2

A

4

Figure 11B

Standard Housing
Ratio Selector

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OPERATIONS & CONFIGURATIONS

Figure 11C Explosion Proof Housing Ratio Selector

4

GEAR
INTERLOCK

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OPERATIONS & CONFIGURATIONS

Figure 12 Changing the Input Level

* Excerpt from Leafl et “Operation - a concise overview” A5E34928958-01

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OPERATIONS & CONFIGURATIONS

Figure 13 Changing the Input Level Continued

* Excerpt from Leafl et “Operation - a concise overview” A5E34928958-01

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30

PARAMETERS CHART

Figure 14 Parameters Chart Example

SIEMENS PS2 PARAMETERS CHART

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PARAMETERS CHART

* Excerpt from Leafl et “Operation -

a concise overview” A5E34928958-01

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32

FUNCTIONAL UPGRADE

SIEMENS ______________________________________ A5E00201583-02

Functional Upgrade of the SIPART PS2 Electropneumatic Positioner

Dear Customer,
As you may already be aware, the SIPART PS2 Electropneumatic Positioner has a

Sliding Clutch and a switchable Transmission and so can be used universally on
Part-Turn and Linear actuators. This means that the Zero P oint on P art -Turn actuators
is not an important consideration, nor is a symmetrical mounting necessary on
linear actuators, as the working range of the positioner can be adjusted at any
time with the help of the Sliding Clutch. The switchable Transmission also enables
you to adjust the positioner to smaller or larger strokes.

Every now and then in the harsh conditions of the process industry the SIPART
PS2 is exposed to extreme acceleration of the valve position (for example when a
wrongly applied or open valve is upstream in the process or from steam pockets)
which exceed the specifi ed load limits of the PS2. This could result in an unwanted
adjustment of the Sliding Clutch or mis-detection of the Gear Ratio position.

For this reason the SIPART PS2 positioner is now equipped with a locking
mechanism for the sliding clutch as standard. You are also now able to lock the
Gear Ratio switch to prevent mis-detection of the position as detailed above.

Both of these locking options are labeled via additional tags inside the device
as detailed in Figures 15 & 16. Please note that these locks are only required if
extreme acceleration (as in the above examples) or strong vibration might be
present within your process.

Procedure

After Mounting and Start Up (including setup) of the PS2 the Sliding Clutch torque
(Figures 15 & 16) can be set as follows:

• Stick a conventional fl at headed screwdriver (approx. 4mm wide) into one of

the slots on the yellow wheel within the unit (Sliding Clutch Lock).

• Turn the yellow wheel to the left with the screwdriv er until y ou hear it “snap”
in. This increases the torque of the Sliding Clutch.

• When the Sliding Clutch is locked into place there should be a gap of
approximately 1mm between the yellow and black wheels within the unit.

• If you have to make a Zero Point Setting, e.g. after changing the drive, the

torque on the sliding clutch must fi rst be reduced by turning the yellow
wheel (Sliding Clutch Lock) as far to the right as it will go. After setting the
Zero Point, you can lock the Sliding Clutch as described above.

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FUNCTIONAL UPGRADE

To lock the Gear Ratio (Transmission), take the unit as factory set and do
as follows:

• Using a conventional fl at headed screwdriver (approx. 4mm wide) turn the

yellow wheel of the Gear Interlock to the left or right according to your
chosen setting (either 33
Figures 15 & 16.

• In order to set the Gear Ratio (Key 4, Figure 8A) any locks in place must

fi rst be released. Hence the yellow wheel of the gear interlock must fi rst be
put into the neutral position in order to reset the Gear Ratio if necessary,
e.g. after replacing the actuator. (Refer to the SIPART PS2 Operation
Instructions Latest Edition)

o

or 90o) until it noticeably locks in place. Refer to

Figure 15

Standard Housing
Gear Ratio Adjusting

GEAR
INTERLOCK

O

90

SLIDING CLUTCH

SLIDING CLUTCH

LOCK

SLIDING

CLUTCH

LOCK

OPEN

O

33

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CLOSE

P-PS2Q0619A

34

FUNCTIONAL UPGRADE

Figure 16 Explosion Proof Housing Gear Ratio Adjusting

SLIDING CLUTCH LOCK

GEAR INTERLOCK

SLIDING CLUTCH

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FAQ / TROUBLESHOOTING

AND SOLUTIONS

The most common cause of Failure is a contaminated air supply.
Very clean, dry air is required according to ISO/DIS 8573-1: Class 2.

1 If the valve is not actuating properly...

• Ensure that you have an adequate gas supply pressure to the positioner,
look at the supply pressure gauge and also look at the actuator tag for
maximum allowable pressure or bench set range.

• Check source to ensure that you have power and 4-20 mA available.

• See if the display window on the PS2 is illuminated. If it is not then the
power supply is down or you have lost your 4-20 mA signal.

• If you have both of the above, then switch the unit to manual and see
if the valve will stroke by using the Increase (+) and Decrease (-) Keys
to open and close the valve.

• Check for error code messages on the bottom left hand side of the display
window and consult the manual for code meaning.

2 If PS2 Positioner is hunting...

• Check the signal into the PS2 for interference signal, this could be due
to improper type of wiring.

• Check the 4-20 mA supply signal source, as it may be fl uctuating.

• Check tubing connections after positioner for leaks by performing a
detection test with liquid leak detection solution. The actuator may also be
leaking. Or there may be a loose tube connection.

3 If Positioner does not move valve in either Manual or Auto Mode

• Check the gas supply lines for correct pressure to move valve and actuator.

• Check the regulator for signs of moisture.

• Check inlet fi lters under gauge block on PS2 for plugging.

4 If the PS2 Positioner is constantly venting...

• Peizo block has been contaminated with water or particulate.

• Upper display window shows --- which indicates a fl at spot or no signal
out of PS2 potentiometer.

5 There is a 4-20 mA input to positioner and correct voltage, but no
display and the PS2 will not respond in manual or automatic mode...

• Replace the motherboard or with a new PS2 Positioner.

• Unit may also have been fl ooded with liquids.

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FAQ / TROUBLESHOOTING

AND SOLUTIONS

6 Valve is opening instead of closing or vice versa...

• Change direction in programming Parameter #7 to RISE or FALL to

whichever is required.

7 If power is interrupted and the connection between the PS2 is
broken...

• The PS2 Positioner will vent all gas inside the actuator on the single
acting Positioner.

• A double acting PS2 Positioner will vent what ever is up stream of port
Y2 and supply full regulator set pressure to Y1, closing or opening the
valve.

• When power is restored and you have 4-20 mA, the unit will power up
and go directly into the Automatic Mode. There is no need for
reprogramming the PS2 Positioner.

8 Positioner goes past 0% or past the closed to a negative value...

• Sign of over travel. This could be due to worn trim.

• Improper calibration - re-calibrate.

9 Valve doesn’t fully open or close...

• Check to see gearing has not been changed either in the Program
parameters or on the physical selection switch.

• Check connections for loose hardware. This causes dead band.

• Check for proper air supply pressure.

• Improper calibration - re-calibrate.

• Valve is plugged with material.

10 Valve actuates too quickly...

• Set restrictor valve to slow down pneumatically (Refer to Figure 17).

• Set ramp up and ramp down time accordingly, in the programming
parameter numbers 10 and 11.

* Consult the Programming parameter chart on Pages 31 & 32 to choose time

increments accordingly.

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FAQ / TROUBLESHOOTING

AND SOLUTIONS

Figure 17 Restrictor Valve Adjustment Detail

RESTRICTOR Y1

(SINGLE ACTING SHOWN)

RESTRICTOR Y1

RESTRICTOR Y2

(DOUBLE ACTING ONLY)

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SIEMENS PS2 QUICK START

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P-PS2Q0619A

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