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Warranty

Items sold by Dresser,® Inc. are warranted to be free from defects in materials and workmanship for a period of
one year from the date of shipment provided said items are used according to Dresser recommended usages.
Dresser, Inc. reserves the right to discontinue manufacture of any product or change product materials, design
or specifications without notice.
This instruction manual applies to the following instruments and approved software: SVI® II AP Positioner and
ValVue® 2.4 software.
The SVI II AP series positioners are warranted for use only with interface software approved by Dresser, Inc.
Consult Masoneilan Dresser factory locations for approved software listing.

About this Guide


This Instruction Manual applies to the following instruments and approved software:
SVI II AP-1 through SVI II AP-3
- with Firmware version 3.1.1
- with ValVue® version 2.4 or greater

- with AMS® ValVue® SNAP-ON® version 2.4 or greater

- with Model HH375 HART® Communicator with DD published for SVI II AP


The information in this manual is subject to change without prior notice.
The information contained in this manual, in whole or part, shall not be transcribed or copied without Masoneilan’s
written permission.
In no case does this manual guarantee the merchantability of the positioner or the software or its adaptability to
a specific client needs.
Please report any errors or questions about the information in this manual to your local supplier or visit
www.masoneilan.com.

Copyright
All software is the intellectual property of Dresser, Inc.
The complete design and manufacture is the intellectual property of Dresser, Inc.

Masoneilan®, FVP®, SVI®, and ValVue® are registered trademarks of Dresser, Inc. All information contained
herein is believed to be accurate at the time of publication and is subject to change without notice.
Copyright 2007 by Dresser, Inc. All rights reserved.

PN 055201-252 Rev. A
Contents

Section 1 Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
ValVue 2.4 Lite and ValVue 2.4 Trial . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1
Stand-Alone or Integrated ValVue 2.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
SVI II AP with ValVue 2.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

About this Manual . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2

Section 2 Installation and Administration . . . . . . . . . . . . . . . . . . . . 3


Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3
Hardware and Software Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Before Installing ValVue 2.4. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3


HART® Compliance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Failure to Communicate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Installing ValVue 2.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5

Administration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8
ValVue 2.4 System Administration, Passwords, and Privilege Levels . . . . . . . . . . . . . . . . . . . 8
Starting Administration Program . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
AMS System Administration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Login as an Administrator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Add Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Editing User Accounts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Deleting a User Account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Privilege Level . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Privilege Level Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Starting ValVue 2.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Registering ValVue 2.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15


Entering Software Keys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Using Unregistered Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23


Starting Unregistered Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Software Expiration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

i
Offline Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Offline Operation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Selecting Incompatible Device/Data File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Section 3 ValVue 2.4 Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27


Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Launching Set Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Com Port Selection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Multidrop . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Master Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Using a Device List File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Mux Option . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

Multiplexor Setup and Operation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30


Selecting Mux Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Primary and Secondary Masters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Mux Reset . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Multiplexor Options Setup Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Multiplexor Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Tag . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Descriptor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Retry Count . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Preamble Count . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Scan Age Time . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Multiplexor Master Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Search Method . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Scan Option . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

Configuring Burst Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

Section 4 Connecting Devices . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38


Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

Connected Devices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

Selecting a Device . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .39


Find by Tag . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Re-Scan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

ii
Section 5 ValVue 2.4 Work Environment . . . . . . . . . . . . . . . . . . . . 40
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

Working in ValVue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .40

Toolbar. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Tools Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Help Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

ValVue 2.4 Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

Context Sensitive Help. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .41

Toolbar Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

Exit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Hotspots in Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44

Change Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Failsafe Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

ValVue 2.4 Screens. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46

Section 6 Monitor Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47


What You Can Do on the Monitor Screen. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

Positioner Operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
Signal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
Position . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
Setpoint . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
Pressure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48

Position Indicator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
Changing the Setpoint . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
Entering Setpoint Value . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

Status on the Monitor Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50

Tag Information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Changing Tag Information on the Monitor Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50

Send Command . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
List of Available HART Commands . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52

iii
Setup Wizard. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Setup Wizard Selections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Setup Wizard Step 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Setup Wizard Step 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Setup Wizard Step 3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Wizard Step 4- Autotune . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
Setting the Tag and Descriptor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
Setting the Air Action . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
Calibrate Travel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
Autotune . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
Setup Selections Made . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
Progress Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
Parameter Definitions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62

Monitor Context Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64


Restore SVI Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65

Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66
Report Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66
Creating Report Template Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
(Generate) Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72

Section 7 Trend Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74


What you can do on the Trend Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74

Trend Graph Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75


Trend - Y Low/High . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75
Position . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75
Signal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75

Changing the Graph View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76

Trend Context Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77

Section 8 Configure Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78


What You Can Do on the Configure Screen. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78

Tag Information on the Configure Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79


Polling Address . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79

Characterization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80
Custom Characterization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81
Adding Data Points . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
Deleting Data Points . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
Adjusting the Curve Points . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84

iv
Dragging Data Points . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84
Entering Data Point Values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85
Saving Custom Characterization Curves . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85
Cancel Custom Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86

Button Lock. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86

Bumpless Transfer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86

Near Closed. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86

Position Limit Stops . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87


Single/Double Acting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87
Air-to-Open / Air-to-Close . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87
Position Fault Limits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87

Language. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .87

Pressure Units . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87

Configure I/O. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88
Accessing Configure I/O . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88
Output Switches (DO) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89
Digital Input (DI) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90
Input Signal Range (AI) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90
Position Retransmit (AO) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90

Configure Context Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91


Custom Linearization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92
Levers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
Simple Lever . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
Compound Lever . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93

Applying Configuration Changes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95

Section 9 Calibrate Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96


What you can do on the Calibrate Screen. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96

Signal Calibration Procedure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97


Low Signal Value Calibration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97
Low Signal Value Warning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99
High signal Value Calibration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99
High Signal Value Warning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100

Pressure Calibration Procedure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100


Pressure Calibration Failure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101

v
Advanced Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102

Calibrate Context Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104


Reset to Factory Cal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105

Applying Calibration Changes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106

Section 10 Diagnostics Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107


What you can do on the Diagnostics Screen. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107
Tag Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108
Continuous Diagnostics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108

Diagnostic Tests . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108


Performing Diagnostic Tests . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108
View Current Diag . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108
Save Diag . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109
View Saved Diag . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109
Standard Actuator Signature (Std. Actuator Sig.) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109
Diagnostic Graph Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112
Show Data Points . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112
Export to Excel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112
Capture to Clipboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112
Selecting Curves . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113
Show Diagnostic Info . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115
Step Test . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116
Diagnostic Info for Step Test . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118
Ramp Test . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119
Extended Actuator Signature (Extended Act. Sig.) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122

Diagnostics Context Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .124


Reset Continuous Diagnostics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125

Section 11 Status Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126


What you can do on the Status Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126

Clear Current Faults . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127

Clear All Faults . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127

Status Code List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127


Fault Definitions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127
HART Device Status Command Bytes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129

vi
Status Context Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130

Section 12 Check Screen- Advanced Troubleshooting . . . . . . . . . 131


What you can do on the Check Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131

Information Displayed . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132

Check Context Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132

Set I/P. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .133

Section 13 Advanced Setup with ValVue 2.4 . . . . . . . . . . . . . . . . . 134


Methods to Set Up the SVI II AP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134

Advanced Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134


Steps to Set Up SVI II AP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134

Configuration Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134

Calibration Steps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135


Run Find Stops . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135
Manual Find Stops . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137
Open Stop Adjustment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139

Tri-Loop Configuration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .140

Appendix A References . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 142


Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 142

ValVue 2.4 Licensing Agreement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 142

Supported HART Modems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143

Technical Release Notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144

Notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 150

vii
List of Figures

Figure 1 ValVue 2.4 Installation Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5


Figure 2 License Agreement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Figure 3 ValVue Default Destination Location . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Figure 4 Install ValVue 2.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Figure 5 Finish Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Figure 6 ValVue 2.4 Administration Program Startup. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Figure 7 Selecting ValVue 2.4 Administration Program . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Figure 8 ValVue 2.4 Administration Login . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Figure 9 ValVue 2.4 Administration Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Figure 10 Adding a ValVue User . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Figure 11 Saving New User . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Figure 12 ValVue 2.4 Owner and Product Key Registration Window. . . . . . . . . . . . . . . . . 16
Figure 13 Applying Owner and Product Key Information . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Figure 14 Software and Mux Key Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Figure 15 Launching Registration Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Figure 16 Registration Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Figure 17 Save Registration Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Figure 18 Registration File Saved Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Figure 19 Emailing Registration Info . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Figure 20 Registration Email Sent Dialog. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Figure 21 Entering Software Key . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Figure 22 Entering Mux Unlock Key . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Figure 23 Successful Registration Message . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Figure 24 Open Offline File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Figure 25 Incompatible Device/Data Warning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Figure 26 Offline Monitor Page. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Figure 27 Selecting "Set Options" . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Figure 28 ValVue 2.4 Options Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Figure 29 Device List "Save As" Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Figure 30 Context Menu with Mux Functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Figure 31 Options and Mux Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Figure 32 Multiplexor Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Figure 33 Burst Mode Configuration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Figure 34 Connected Devices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Figure 35 ValVue 2.4 Work Environment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Figure 36 Accessing Context Sensitive Help - Tools Menu . . . . . . . . . . . . . . . . . . . . . . . . 42
Figure 37 Accessing Context Sensitive Help - Right Click Menu . . . . . . . . . . . . . . . . . . . . 43
Figure 38 ValVue 2.4 Hotspot Context Sensitive Help Indicator . . . . . . . . . . . . . . . . . . . . 44
Figure 39 Selecting Change Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Figure 40 Monitor Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Figure 41 Position Indicator Active . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

viii
Figure 42 Changing Position Indicator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
Figure 43 Monitor Screen - Additional Status Available . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Figure 44 Selecting a Command to Send. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Figure 45 Executing Send Command. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Figure 46 Send Command Results Displayed (Read All Variables). . . . . . . . . . . . . . . . . . 52
Figure 47 Starting the Setup Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Figure 48 Setup Wizard Selections Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Figure 49 Setting Tag and Descriptor. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
Figure 50 Applying Setup Wizard Selections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
Figure 51 Setup Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
Figure 52 Running Setup Wizard Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
Figure 53 Setup Wizard Progress Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
Figure 54 AutoTune Diagnostic Graph . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
Figure 55 PID Values Displayed after Autotuning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
Figure 56 Setup Wizard Complete . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64
Figure 57 Monitor Screen Context Sensitive Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64
Figure 58 Monitor "Restore SVI Data" Dialog. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66
Figure 59 Report Setup Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
Figure 60 Report Setup Completed . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
Figure 61 Generate Report Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
Figure 62 Report Sample Using ValVue 2.4 Template. . . . . . . . . . . . . . . . . . . . . . . . . . . . 73
Figure 63 Trend Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74
Figure 64 Selecting Area of Trend to Zoom . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76
Figure 65 Area of Trend with Zoom View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76
Figure 66 Trend Context Menu. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
Figure 67 Configure Screen - Setup Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
Figure 68 Characterization Curves . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80
Figure 69 Custom Characterization Curve - No Data Points . . . . . . . . . . . . . . . . . . . . . . . 81
Figure 70 Adding the First Data Point . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
Figure 71 Data Points Added . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
Figure 72 Deleting a Data Point . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
Figure 73 Data Points Deleted . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
Figure 74 Changing Curve by Dragging . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84
Figure 75 Custom Curve after Dragging Data Point . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85
Figure 76 Custom Characterization Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85
Figure 77 Launching Configure I/O . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88
Figure 78 I/O Configure Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89
Figure 79 Configure Screen Context Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91
Figure 80 Custom Linearization Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92
Figure 81 Selecting Lever Type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
Figure 82 Rotation Angle Dialog. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94
Figure 83 Custom Linearization Graph. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94
Figure 84 Saving Custom Linear Characterization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94
Figure 85 Applying Configuration Changes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
Figure 86 Calibrate Screen. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96
Figure 87 Starting Signal Calibration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97
Figure 88 Starting Signal Calibration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98
Figure 89 Signal Calibration Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98
Figure 90 Setting Signal Low Value . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98
Figure 91 Low Signal Calibration Warning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99

ix
Figure 92 Setting Signal High Value. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99
Figure 93 High Signal Calibration Warning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100
Figure 94 Starting Pressure Calibration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100
Figure 95 Calibrate Pressure Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101
Figure 96 Pressure Calibration Changed Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101
Figure 97 Calibration Failure Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101
Figure 98 Starting Advanced Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102
Figure 99 Advanced Parameters Dialog. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103
Figure 100 Calibrate Screen Context Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104
Figure 101 Reset to Factory Cal Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105
Figure 102 Applying Calibration Changes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106
Figure 103 Diagnostics Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107
Figure 104 Performing Standard Actuator Signature Test . . . . . . . . . . . . . . . . . . . . . . . . . 110
Figure 105 Standard Actuator Signature Test Progress. . . . . . . . . . . . . . . . . . . . . . . . . . . 110
Figure 106 Standard Actuator Signature Test Complete . . . . . . . . . . . . . . . . . . . . . . . . . . 111
Figure 107 Standard Actuator Signature Diagnostics Graph . . . . . . . . . . . . . . . . . . . . . . . 111
Figure 108 Select Curve (Signature 1) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113
Figure 109 Select Curve Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114
Figure 110 Select Baseline Signature from Dump File. . . . . . . . . . . . . . . . . . . . . . . . . . . . 114
Figure 111 Show Diagnostic Info . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115
Figure 112 Diagnostic Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115
Figure 113 Step Test . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116
Figure 114 Step Test Running . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117
Figure 115 Step Test Complete . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117
Figure 116 Diagnostics Graph for Step Test . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118
Figure 117 Step Test Diagnostic Information (Diag Info) . . . . . . . . . . . . . . . . . . . . . . . . . . 118
Figure 118 Ramp Test . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119
Figure 119 Ramp Test Running . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120
Figure 120 Ramp Test Complete . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120
Figure 121 Ramp Test Diagnostic Graph . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121
Figure 122 Performing Extended Actuator Signature Diagnostic Test . . . . . . . . . . . . . . . . 122
Figure 123 Extended Actuator Signature Test Complete . . . . . . . . . . . . . . . . . . . . . . . . . . 123
Figure 124 Extended Actuator Signature Test Diagnostic Graph. . . . . . . . . . . . . . . . . . . . 123
Figure 125 Diagnostics Context Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124
Figure 126 Diagnostics "Reset Continuous Diagnostics" Dialog . . . . . . . . . . . . . . . . . . . . 125
Figure 127 Status Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126
Figure 128 Status Screen Context Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130
Figure 129 Check Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131
Figure 130 Check Screen Context Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133
Figure 131 Selecting "Run Find Stops" . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135
Figure 132 Starting "Run Find Stops". . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136
Figure 133 Starting "Run Find Stops". . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136
Figure 134 Selecting Manual Find Stops . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137
Figure 135 Stroke Valve Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138
Figure 136 Valve Closed Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138
Figure 137 Valve Open Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139
Figure 138 Open Stop Adjustment Diagram. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139
Figure 139 Tri-Loop Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 140

x
List of Tables

Table 1 ValVue 2.4 Instruction Manual Scope . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2


Table 2 Default Login Names and Passwords . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Table 3 ValVue 2.4 Privilege Levels . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Table 4 Troubleshooting ValVue 2.4 Used with Mux . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Table 5 Burst Mode Data Return. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Table 6 Report Setup Parameters. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
Table 7 Polling Address Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
Table 8 Advanced Tuning Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103
Table 9 LCD Error Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129

xi
xii
Introduction
1
The ValVue ® 2.4 software package provides a powerful interface to
Masoneilan’s Smart Valve Interfaces (SVI® II AP positioners), the Model
12300 Digital Level Transmitter (HDLT), and other HART® instruments. This
manual describes the functionality of ValVue 2.4 software and contains
information needed to install and use ValVue 2.4 with the SVI, SVI II, and
SVI II AP. Users of HDLT refer to the HDLT Instruction manual.

ValVue 2.4 Lite ValVue 2.4 has a 60-day free trial period before a license is required. After the
and ValVue 2.4 60-day trial period, ValVue 2.4 will not execute. The trial period allows you to
Trial evaluate advanced functions such as:
™ Diagnostic Procedures
™ Report Generation
™ Password Administration
ValVue 2.4 Lite is offered without registration. It provides sufficient functions
to fully commission, configure, and start up a positioner on a control valve.

Stand-Alone or Integrated ValVue 2.4


ValVue 2.4 can be accessed as a standalone application or it can be accessed
as a SNAP-ON to the Emerson Process Management AMS, or a Plug In
Application to Yokogawa system. Procedures for finding and selecting
devices are different in the two contexts. ValVue 2.4 standalone offers login,
user administration, and device selection. For AMS SNAP-ON users, the
AMS login, user administration, and device selection, methods are used. The
SNAP-ON application requires a license. Contact Masoneilan for licensing
information.

SVI II AP with ValVue 2.4


The SVI II AP can be configured, calibrated, and operated locally or remotely
using ValVue 2.4 software on a Windows based computer with a HART
modem. Normal control signaling is with 4 to 20 mA DC current
(ANSI/ISA-50.1-1982 - (R1992)). For more information on the SVI II AP, refer
to the Masoneilan SVI II AP Instruction Manual, EW2002-AP.

1
Introduction About this Manual

By using ValVue 2.4 software and the SVI II AP on a valve, it is possible to


monitor, configure, calibrate, control and perform valve diagnostics, remotely.
ValVue 2.4 can also provide a basic interface to other HART instruments.

About this This manual is intended to assist a user in easily installing, administrating, and
Manual using ValVue 2.4 to set up, configure, calibrate, monitor operation, and
troubleshoot the SVI II AP.
The contents this manual are outlined in Table 1 below.

Table 1 ValVue 2.4 Instruction Manual Scope

Chapter Contents

1 – Introduction Describes the scope of this manual.

2 – Installation and Administration Contains software requirements, installation, registration and license
information, and information for System Administrators.

3 – ValVue 2.4 Setup Covers port selections, HART devices, and multiplexor requirements.

4 – Connecting Devices Details how the software finds and connects to system devices.

5 – ValVue 2.4 Work Environment Describes the ValVue 2.4 work environment, including available help
and changing modes, and all ValVue 2.4 screen.

6 – Monitor Screen Describes tasks that can be executed from the Monitor Screen
including: Setup Wizard, sending HART commands, and generating
reports.

7 – Trend Screen Describes the Trend Screen and options available for viewing and
saving trend information.

8 – Configure Screen Details configuring the SVI II AP with ValVue 2.4.

9 – Calibrate Screen Describes calibration options and how to calibrate the SVI II AP.

10 – Diagnostics Screen Describes diagnostic tests available with ValVue 2.4.

11 – Status Screen Explains status messages that can appear during normal operation.

12 – Check Screen Describe information available and troubleshooting on the Check


Screen.

13 – Advanced Setup with ValVue 2.4 Describes SVI II AP setup for advanced users.

2
Installation and
Administration 2
Requirements Using the ValVue 2.4 installation procedures detailed in this chapter requires
basic knowledge of Microsoft Windows operating systems and the Masoneilan
SVI II AP positioner. For additional information describing the SVI II AP,
consult the SVI II AP Instruction Manual (EW 2002-AP).

Note: For installation and administration of AMS, see instructions provided


with AMS.

Hardware and Software Requirements


ValVue 2.4 is distributed on a CD-ROM and runs on a standard
IBM-compatible computer. To successfully install and run ValVue 2.4, your
computer system must meet or exceed the following minimum hardware and
software requirements.

™ Windows 2000®, or Windows XP®, or Windows Server® 2003


™ Windows Pentium® or compatible microprocessor
™ CD-ROM or DVD-ROM drive
™ An available serial communication port or USB port
™ A HART® modem
™ RS232/485 converter for HART Multiplexor
™ 50 MB of free hard disk space to install and run ValVue 2.4

Before Before installing ValVue 2.4, determine which port the computer uses for serial
Installing (RS-232 or USB) communication. The HART modem* and RS232/485 or
ValVue 2.4 USB converter for ValVue 2.4 multiplexor configuration both use this port for
communication with the SVI II AP.

3
Masoneilan Dresser ValVue 2.4 Instruction Manual

HART® Compliance
The SVI II AP requires a HART compliant communications loop. The HART
protocol specifies the noise level, impedance requirements, and configuration
of the loop. Conventional communications loops consisting of the following
components meet requirements for HART compliance.
™ Quality current source having low noise and high impedance
™ Minimum loop impedance of 250 ohms
™ Twisted pair cable suitable for 4 - 20 mA current loops
When a safe barrier separates the communicating devices, a HART compliant
barrier must be used.

Note: You cannot connect or use ValVue 2.4 and another HART master
terminal device (at the same time), for example a handheld device.

CAUTION

Some Distributed Control System output circuits are incompatible with the
HART protocol. Connecting a HART modem to such a circuit can cause a
process upset. A HART filter can be used. Consult the DCS manufacturer to
verity that the DCS is compatible with HART, before connecting a HART
modem and using ValVue 2.4.

Failure to Communicate
If the PC (using a modem) fails to communicate with the HART, SVI, SVI II, or
SVI II AP the PC displays the message “No Devices Found” in the Connected
Devices page. The message “HART I/O Failed” will be displayed if the device
communications fails during the session. Communication failure prevents the
PC from establishing a link. Possible causes of communications failure
related to installation include:
™ Insufficient Loop Current and Voltage
™ Poor wiring contacts
™ Improper connection of the HART modem to the computer
™ Incorrect serial port
™ Using ValVue 2.4 with another HART master terminal in service
™ Insufficient loop impedance (a minimum of 250 ohms is
required
™ Field device has a non-zero polling address (Set ValVue 2.4 to
multidrop)
If HART compliance problems are suspect prepare a detailed description of
the loop, including all devices on the loop, type of wiring used, loop length,
and presence of any possible interference sources before contacting the
factory for assistance.

4
Installation and Administration Installing ValVue 2.4

Installing Use this procedure to install ValVue 2.4 software on the hard drive of your
ValVue 2.4 computer. If the ValVue 2.4 installer finds a previously installed version of
ValVue, it uninstalls the old version. A dialog box asks your permission to
uninstall. Run the installer again to install the new version.
1. Insert the ValVue 2.4 installation CD into your CD-ROM drive.
2. Select Start->Run from the taskbar.
™ Select Enter or OK.
™ Follow the prompts on your screen to complete the installation
process.

Figure 1 ValVue 2.4 Installation Wizard

5
Masoneilan Dresser ValVue 2.4 Instruction Manual

Figure 2 License Agreement

Figure 3 ValVue Default Destination Location

6
Installation and Administration Installing ValVue 2.4

Figure 4 Install ValVue 2.4

Figure 5 Finish Installation

7
Masoneilan Dresser ValVue 2.4 Instruction Manual

Administration An administrative program, "ValVue 2 Administration", is also installed along


with ValVue 2.4. After successful installation, the System Administrator of
ValVue 2.4 should change the default login and password using the
administrative program. There are two default login names installed and they
are both case sensitive, lower case only.

Table 2 Default Login Names and Passwords

Login Name Password Permission Level

admin (No password needed) 9

masoneilan new 8 (Used only for training)

Store the ValVue 2.4 setup CD-ROM in a secure location to provide system
security.

ValVue 2.4 System Administration, Passwords, and Privilege Levels


In a system having many users with various levels of training and
responsibility it is recommended to restrict certain user’s access to a limited
range of functions. Starting the ValVue 2.4 program requires a valid account
with a user name and a password for each user. The privilege level
associated with a ValVue 2.4 account determines which functions of the
program the user is allowed to access.
The ValVue 2.4 Administration program, "ValVue20Admin.exe", allows the
administrator to perform all user account administrative functions, run ValVue
2.4 and control access to the functionality of HART, SVI, SVI II, or SVI II AP.
AMS handles security with passwords differently from ValVue 2.4. See the
AMS documentation.

The administrative functions include:


™ Adding new user accounts
™ Deleting existing user accounts
™ Changing existing user accounts
™ Adjusting privilege levels

Starting Administration Program


Start ValVue 2.4 Administration: Start>Programs>ValVue2>ValVue2
Administration.
To login in with the administrator account, enter "admin" as User Name but
leave Password blank for the first time. The system is case sensitive; you
must enter the default names in lower case. Administer User Names
checkbox are enabled. Select Login to start ValVue 2 with an Administrative
window.

8
Installation and Administration Administration

ValVue Lite does not require the administration program, and does not require
passwords. If restricted access is required, distribution of the ValVue Lite
program software must be limited.
To start the ValVue 2.4 Administration program:
1. In Windows: Start o Programs o ValVue 2 o ValVue Tools o
Admin.
2. Start the executable from within Windows Explorer or from your
desktop (if you have a shortcut).
3. The dialog displayed below will launch.

Figure 6 ValVue 2.4 Administration Program Startup

AMS System Administration


System administration, users, and licensing for the AMS SNAP-ON differ from
similar functions in ValVue 2.4. See the AMS instruction manual.
4. Select "Valvue" in the Administer Program dialog and click "OK".

Figure 7 Selecting ValVue 2.4 Administration Program

9
Masoneilan Dresser ValVue 2.4 Instruction Manual

Login as an Administrator
Use this procedure to login as an Administrator:
1. Enter admin as User Name.
2. Leave Password blank for the first time.
3. Select Login to start ValVue 2 with an Administrative window.
4. Open the Administration Window with a click on the Administration
tab.

CAUTION

It is recommended that the administrator changes the login names and


passwords. Continued use of the login account names and passwords renders
the system insecure.
The administration program, when first installed, contains two accounts. One
account is the administrator account that you are using. The other account
has User Name of masoneilan in lower case and password of new also in
lower case. The masoneilan account is assigned privilege level ‘8’ that allows
use of the process control simulator for training purposes. The process
control simulator duplicates, in software, a process with a dead time of one
second and a lag of five seconds. Never assign permission level 8 to basic
users.

CAUTION

Use permission level 8 for training only. Level 8 allows the SVI II AP to be
disconnected from the process control system.

Figure 8 ValVue 2.4 Administration Login

10
Installation and Administration Administration

5. ValVue 2.4 will launch the Administration screen shown in Figure 9


below.

Figure 9 ValVue 2.4 Administration Screen

11
Masoneilan Dresser ValVue 2.4 Instruction Manual

Add Users
Use this procedure to add users. If you need to discard your changes use the
Revert button.
1. Enter the User Name
2. Enter a password in the "Password" field and re-enter the password
in the "Password Again" field.
3. Select Add

Figure 10 Adding a ValVue User

12
Installation and Administration Administration

4. Assign a privilege level (refer to “Privilege Level” on page 14 of this


manual).
5. Enter additional users.
6. Select Save.
7. Select Exit.

Figure 11 Saving New User

Editing User Accounts


Use this procedure to edit a user account:
1. Select the account you need to edit.
2. Delete the selected account.
3. Create an account with the changes.

Deleting a User Account


Use this procedure to delete a user’s account:
1. Select the user account in the list box.
2. Select the Delete button.
3. Select Save to apply your changes.
4. Select Exit.

13
Masoneilan Dresser ValVue 2.4 Instruction Manual

Privilege Level
Each user is assigned an account. For each account, there is a privilege level
associated with it. You provide ValVue 2.4 users an appropriate privilege level
so you can keep field devices secure from the actions of unknowledgeable or
unauthorized users.
Privilege level ranges from ‘0’ to ‘9’, where level ‘0’ is the lowest and ‘9’ the
highest’. The following defines several privilege levels that control access to
specific functions of the ValVue 2.4 program.
It is recommended that the administrator be assigned a second login name
and password with lower privilege, such as level 4, for routine use.
Privilege Level Details

Table 3 ValVue 2.4 Privilege Levels

Security Level Description

Level 0 Allows the user to login to ValVue 2.4 only if the connected HDLT, SVI, SVI II,
or SVI II AP is in normal operating mode. The user can send commands that
replies with configuration, calibration, and status information, but the user
cannot change any information. Level 0 users cannot go to manual mode.

Level 1 Allows the user access to either normal operating mode or manual mode. The
user can transfer from one to another mode (i.e. the user can take the HDLT,
SVI, SVI II, or SVI II AP out of normal mode and put it in manual mode).
However, the user cannot change the calibration or configuration.

Level 3 Allows the user to change the configuration or calibration values, but does not
allow the user to perform operations that stroke the valve (Find Stops and
diagnostics).

Level 4 Allows the user to perform all operations except “Save Factory” standard valve
signature and “Restore SVI Memory”.

Level 8 This level is intended for training and should be used cautiously. It grants all of
the privileges of level 4 plus allows access to the simulation mode of the
optional process controller. (The process controller is an available option. The
simulation mode of the controller allows the user to run the process controller
without connecting a process variable input to the HDLT, SVI, SVI II, or SVI II
AP and is useful for learning how to operate the process controller). Never
assign level 8 to ordinary users!

Level 9 Allows access to all HDLT, SVI, SVI II, or SVI II AP functions. In addition, it
is the only level allowed to login to the administration program. The
administrator has an account of privilege level 9. There must be at least one
user of privilege level 9.

14
Installation and Administration Starting ValVue 2.4

Starting ValVue The ValVue 2.4 program provides a Windows based interface that can
2.4 operate, configure, calibrate, and diagnose SVI II AP positioners and
controllers. ValVue 2.4 can also communicate with other HART devices at a
basic level (using HART Universal Commands) as well. To communicate with
an SVI, SVI II, or a HDLT device, you need to connect the device to the
computer RS-232 serial port through a HART modem, or through an MTL
multiplexor and an RS232-485 converter. When there is no connected HART
device, ValVue 2.4 allows you to run offline with a simulated SVI, SVII, SVI II
AP, or HDLT.
ValVue 2.4 provides an on-line help utility that provides information on how to
use functions of the SVI II AP with ValVue 2.4. To access the help utility,
select the appropriate Help from the Help menu in various ValVue 2 pages.
After completing the hardware connections, communication with an SVI, SVI
II, SVI II AP, HDLT, or a HART device can begin.
Always return control of the device to the control system before ending a
ValVue 2.4 communications session. If communications to the SVI II AP are
interrupted by a computer system failure, if Windows stops responding,
always reboot the computer and return control to the control system before
ending the ValVue 2 communication session
To start ValVue 2.4
1. Double click on the ValVue 2 icon.
or
2. Select Start->Programs->ValVue2-> ValVue 2.

Registering When you start ValVue 2.4 for the first time the registration window launches.
ValVue 2.4 ValVue 2.4 software must be registered to activate the permanent installation.
ValVue 2 can be used without registration for 60 days. (Registration allows
Masoneilan to keep track of all of ValVue 2.4 users so that we can notify you
of any changes or important information about new software features and
updates.) A registration card is included with the installation CD.
The software package contains a serial number. Keep a record of the serial
number in a secure location. Do not discard the registration card. To register
your software, you must launch the ValVue to obtain an installation ID number,
then contact Masoneilan by mail, telephone, email or Fax, and provide your
name, company’s name, contact information, the CD-ROM serial number, and
the installation ID number from the ValVue 2.4 login display. Masoneilan
contact information is provided on the registration card that is part of the
software package.

Your serial number is located on the ValVue 2.4 package and on the enclosed
sticker. Place the serial number sticker on the detachable card included with
the Registration Instruction card and store the card in a secure location. You
need the serial number to move ValVue 2.4 to a different computer.

15
Masoneilan Dresser ValVue 2.4 Instruction Manual

Masoneilan Software Registration Center provides you with software keys that
you enter the next time you run the program. Contact Masoneilan for a new
software key if you are moving ValVue 2.4 to a different computer or, if you do
not have a serial number.
To register ValVue 2.4:
1. Start ValVue 2.4 either by clicking on the desktop icon or using the
Start programs selection.
2. When you start ValVue 2.4, the Owner and Product Key registration
window appears (Figure 12 below).

Figure 12 ValVue 2.4 Owner and Product Key Registration Window

16
Installation and Administration Registering ValVue 2.4

3. Enter Name, Company and Product Key information in the


registration and click "OK".

Figure 13 Applying Owner and Product Key Information


4. ValVue 2.4 will launch the software key registration window shown in
Figure 14 below. If you need a software key for the Mux option, click
the box next to Mux.

Figure 14 Software and Mux Key Window

17
Masoneilan Dresser ValVue 2.4 Instruction Manual

5. After selecting optional features, click "Registration".

Figure 15 Launching Registration Window


6. Enter your name and the name of your company. You are now ready
to contact Masoneilan with this information, to obtain your software
keys.
There are four methods shown on the Registration Instruction Card:
™ Mail
™ Phone
™ Fax
™ Email

Figure 16 Registration Window

18
Installation and Administration Registering ValVue 2.4

7. Click on "Save to File" in the Registration Window (Figure 16) to


save your registration file. ValVue 2.4. will launch a Windows
Browser.
8. Using the Windows Browser, save the registration information in a
text file.

Figure 17 Save Registration Information

9. After you have saved the registration information ValVue 2.4 will
launch the dialog shown in Figure 18 below. If you would like to
email the registration informaton click "Yes".

Figure 18 Registration File Saved Dialog

19
Masoneilan Dresser ValVue 2.4 Instruction Manual

10. When you select email registration info, ValVue 2.4 will launch your
email service and automatically attach the registration and
Masoneilan’s Software Registration Center. Click "Send" to email
the registration.
11. If your email program fails to start, contact the sofware registration
center by the email address, phone number, address, or fax number
given on the registration card (contained with the ValVue 2.4 cd).

Figure 19 Emailing Registration Info

10. A dialog indicating the email has been sent will be displayed. Click
"OK" to close the dialog.

Figure 20 Registration Email Sent Dialog

20
Installation and Administration Registering ValVue 2.4

Entering Software Keys


After you have sent the registration info, Masoneilan will provide you with
software keys for ValVue 2.4 and optional features (when applicable).
Once you have your key, enable the program by:
1. Start ValVue 2.4.
2. Choose View Registration from the Help menu.
3. Enter the Product Key (if not already entered).
4. Click OK. On the 2nd registration screen, enter the software key
returned by Masoneilan.

Figure 21 Entering Software Key

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Masoneilan Dresser ValVue 2.4 Instruction Manual

5. If you have the Mux option and need to enter the software key, click
on the screen, under the "Unlock Keys" field and the field will
become active. Enter the Mux software key.

Figure 22 Entering Mux Unlock Key

Figure 23 Successful Registration Message

22
Installation and Administration Using Unregistered Software

Using You can use ValVue 2.4 full version, without a software key, for 60 days after
Unregistered initial installation.
Software
Starting Unregistered Software
To start the unregistered version of ValVue 2.4:
1. Double click on the ValVue 2 icon.
or
2. Select Start->Program->ValVue2-> ValVue 2.

ValVue will launch and display the registration window.

Software Expiration
ValVue 2.4 will issue a software expiration notice and will not launch if you
attempt to use ValVue 2.4 beyond the 60 day trial period without registering.

Offline Mode There is an offline mode available in ValVue 2.4 to work with a disconnected
Masoneilan HART device.
The Offline options serve two purposes:
™ Viewing configuration, calibration and diagnostic data, for an
SVI, SVI II, SVI II AP, and HDLT using a dump file (.dp1)
™ Learn the features and functions of SVI, SVI II, SVI II AP, and
HDLT and ValVue 2.4
When an SVI, SVI II, SVI II AP or HDLT is started in the Offline mode you are
prompted to select a dump file with a dp1 extension that contains
configuration and calibration data used for running the device.

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Masoneilan Dresser ValVue 2.4 Instruction Manual

Offline Operation
For example, to run ValVue 2.4 in offline mode with an SVI II AP, click the Tag
SVI2 AP Offline in the Connnected Devices Screen and click the Select button
(or double click the selected line). (The HDLT Level transmitter offline file is
also included. See the HDLT instruction manual.) A File Open Window, with
Windows browser is presented for you to select a dump file as a simulated
device. The dump files are installed with ValVue 2.4 in the same location as
the program files. The default location for SVI II AP dump files is shown in
Figure 24 below.
Once the Browser opens, select the sub-folder for the selected device type,
then select Data and then choose from file. There is a default demo file that
can be used for demonstration purposes. There can also be files of actual
devices in your plant that been saved in the default folder.

Figure 24 Open Offline File

24
Installation and Administration Offline Mode

Selecting Incompatible Device/Data File


If you select a file for a device that is incompatible with the selected device,
the warning shown below will launch.

Figure 25 Incompatible Device/Data Warning


Go back and check that the subdirectory for the specific device type has been
used).
Selecting OK reopens the Open Offline File dialog. Selecting the matching file
type opens up Monitor page. SVI II AP Offline is displayed in the top left
corner, indicating the file that ValVue 2.4 is using a dump file to simulate an
SVI II AP.

Offline Mode

Figure 26 Offline Monitor Page

25
Installation and Administration Offline Mode

26
ValVue 2.4 Setup
3
Overview This section provides information on setting up ValVue. There are several
features that you can set up in ValVue 2.4 before executing operation:
™ Configure the COM (communications) port
™ Configure the MUX setup
™ Configure Burst Mode
When login is complete, the Connected Devices page opens with the
Connected Devices page displayed. To configure ValVue 2.4 for your system.
Right click on the Connected Devices page, in the gray area (Figure 27
below).

Figure 27 Selecting "Set Options"

27
ValVue 2.4 Setup Overview

Launching Set Options


1. When the Connected Devices context menu (see Figure 27 on page
27) is active, select "Set Options" to open the Options dialog.
2. The Options dialog displays as shown in Figure 28 below.

The following setup options are available:


™ Com Port - select Communications Port
™ Hart Option - enable/disable Multidrop feature
™ Master Mode - select Primary or Secondary Master
™ Load Device Addresses from File - allows loading of saved
device addresses
™ Use Multiplexor - enable/disable Multiplexor feature

Figure 28 ValVue 2.4 Options Dialog

Com Port Selection


Select the COM Port on your PC that is connected to the HART modem. If
you’re not sure which COM port the modem is connected to, access Windows’
Device Manager to validate the Com Port number assigned to the PC.

Multidrop
When more than one device is connected on a loop or if polling addresses
other than ‘0’ have been assigned to devices, select "Allow Multidrop". ValVue
2.4 supports HART devices, including SVI and SVI II, SVI II APs, and HDLTs
with non-zero polling addresses and supports multiple SVI and SVI II and SVI
II APs on the same loop (for split ranging, for example). If the box is

28
Masoneilan Dresser ValVue 2.4 Instruction Manual

unchecked, ValVue 2.4 looks for devices only at polling address ‘0’. When in
multidrop mode, even if a device is found at polling address ‘0’, ValVue 2.4
polls addresses up to 15.

Master Mode
ValVue 2.4 communicates with a HART device as a primary master or as a
secondary master. HART is a Master-Slave communication protocol, where
the slave (field device) replies to commands sent by the master. The HART
protocol allows for a device to communicate simultaneously with two masters,
as long as they are different Masters. One being a Primary Master and the
other being a Secondary Master. A Primary Master is defined as a host (or
system interface) which is connected permanently with a slave, such as a
control system. A Secondary Master is a host (or interface) connected
temporarily to the slave (like a handheld or laptop computer) and that is not
part of the control system.
When used with a multiplexor, operation is allowed when a second HART
master, such as a DCS system, is communicating. The ValVue 2.4 program
must be configured to match the configuration of the multiplexor. If the
multiplexor is a primary master, ValVue 2.4 must also be configured to be a
primary master.

Using a Device List File


When you select the "Load Device Addresses from File" option, each time you
connect a device to ValVue 2.4 the address for the scanned device is saved to
a device list file. The device list file eliminates rescanning each time Connect
is selected and is useful in a multiplexor setup.
Unless Load Devices Addresses from File is selected as an option the
device addresses used are temporary and ValVue 2.4 will rescan for the
device’s address each time you start the program. If selected, the user can
designate the file where the device list will be saved. This device list file is
read when the program is started and the list displayed.
After you select "Load Device Addresses from File", click on "New File" to
change the device list file or create a new one. ValVue 2.4 will launch the
"Save As" window below to either locate for saving. the old device list file, or
for creating a new.one.

Figure 29 Device List "Save As" Window

29
ValVue 2.4 Setup Multiplexor Setup and Operation

Mux Option
The "Use Multiplexor" option allows the user to set ValVue 2.4 for multiplexor
operation. If the Use Multiplexor control is checked then the MUX Setup, and
MUX reset controls are added to the Connected Devices page context (right
click) menu.
Check "Use Multiplexor" and set a baud rate that is equal to the baud rate set
on the multiplexor hardware. Note that the settings in the Options page for
ValVue 2.4 must agree with the Mux configuration settings that are also
shown. The Mux configuration can have originated in other applications.

Note: Do not check Use Multiplexor unless ValVue 2.4 is connected to


Multiplexor hardware.

The MTL multiplexor supports baud rates of 9600, 19200, and 38400. You
must set ValVue 2.4 with a baud rate that matches the configuration of the
hardware.
After the options are selected, select OK to accept the changes and exit to
Connected Devices page or select Cancel to discard the changes.

Multiplexor ValVue 2.4 supports the MTL HART multiplexor that allows a user to monitor
Setup and and operate many Masoneilan HART devices from a single computer.
Operation The MTL 4840 HART maintenance system is a widely used multiplexor for
communicating with HART instruments. Connected to a computer serial port
with a RS232eRS485 converter, the multiplexor is capable of supporting up to
31 nodes, each with the capability of supporting up to 16 sub nodes. Each
sub node can control 16 loops. Therefore, the multiplexor provides the
potential to communicate with a maximum of 7936 HART loops, i.e., 31
(nodes) x 16 (sub nodes) x 16 (loops) using one computer interface.
Additionally, the multiplexor supports the multidrop connection of HART
devices on a single loop. Therefore, using the multidrop feature it is possible
to expended capacity of a system beyond 7936 HART devices.
For more information regarding the MTL multiplexor, refer to the MTL
documentation.
Using the multiplexor capability of ValVue 2.4 and the MTL multiplexor,
monitoring and communicating with many SVI’s and other HART devices is
possible. After start-up and login to the ValVue 2.4 program, the Connected
Devices page is displayed and provides options to setup the multiplexor.

Selecting Mux Setup


1. After you have checked Use Multiplexor and selected the baud rate
and node in the Valvue 2.4 Set Options (see “Mux Option” on
page 30) return to the "Connected Devices" page.
2. Right click on the Connected Devices page background to popup
the context menu.
3. Select "Mux Setup".

30
Masoneilan Dresser ValVue 2.4 Instruction Manual

Figure 30 Context Menu with Mux Functions


4. ValVue 2.4 will launch the Multiplexor Setup window shown in Figure
31 below.

Figure 31 Options and Mux Setup

31
ValVue 2.4 Setup Multiplexor Setup and Operation

Primary and Secondary Masters


When the multiplexor is enabled, ValVue 2.4 must be configured to be the
same type of master as the multiplexor. Use both the Options setup and Mux
setup screens to check and compare the selection. Both can be primary or
both can be secondary. They cannot be different.

Mux Reset
This command allows the multiplexor to rebuild its table of live devices. The
user is prompted for the node that is to be reset. When reset, the multiplexor
node re-scans all of the devices connected to it and depending upon the
options set for the multiplexor, can take some time to complete. If hardware
has been added to the Mux or connected to different Mux channels a rescan
must be performed before the ValVue 2.4 re-scan can be used.
The Mux Reset is necessary when adding or removing HART devices on a
Mux network. This function updates the Mux’s Look Up Table utilized by
ValVue 2.4 to map devices.

Note: The Mux hardware re-scan is different from the re-scan performed by
ValVue 2.4 from the Re-scan button. No communication between
ValVue 2.4 and any device takes place on the node until the reset is
completed. This can take several minutes, depending on MUX
loading.

Multiplexor Options Setup Dialog


Use this procedure to setup Multiplexor options.
1. Right click in the background of the Connected Devices page.
2. Select Set Options from the popup menu.
3. Check the Use Multiplexor box on the Options page.
Make sure that the selected COM port is the correct COM port that the
computer uses for the HART communication channel. Select the baud rate
that is the same as that set with dip switches on the multiplexor hardware.

Multiplexor Setup
Select Mux Setup from the context menu to setup the nodes used on the MTL
multiplexor. The Connected Devices page appears and prompts for the nodes
to be configured. Type a number between 1 and 31 for the desired node, e.g.
1 for node 1 and select OK. The node address must match the DIP switch
setting on the Mux hardware. The Multiplexor Setup dialog displays. Setup
includes the following options and parameters.

Tag
This is a user-entered value. It can be up to 8 characters long and is used to
identify the MTL multiplexor node in the system. The tag is displayed in
Device List box in Connected Devices page.

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Masoneilan Dresser ValVue 2.4 Instruction Manual

Descriptor
A description with up to 15 characters for the MTL multiplexor node.

Retry Count
The number of times the multiplexor retries sending a command to a Hart
device before returning with an error. The valid range for this number is 0 to 5.
the recommended number for use with ValVue 2.4 is ‘3’.

Preamble Count
A Host using the HART protocol sends a short string of characters at the
beginning of each communication to “wake up” the other device. This string is
called a "preamble". The number of preambles prefixed to each Hart
command sent to a device varies from device to device. The valid range is 2
to 20. Recommended values for this parameter are 3 to 5 when using the
Mux. ValVue 2.4 allows the Mux preamble count to be configured by the user.

Scan Age Time


The length of time in seconds that scan data remains valid. An error is
returned when scan data is requested more than the age time since the data
was last updated. This parameter is available here to set for other
applications that use the multiplexor. ValVue 2.4 does not support the
scanning feature.

Figure 32 Multiplexor Setup

33
ValVue 2.4 Setup Multiplexor Setup and Operation

Multiplexor Master Mode


The Master Mode set on the Options window must be the the same master
mode as the multiplexor. Other applications that use the multiplexor or other
HART masters can require a special selection. See the multiplexor
documentation for further information.

Search Method
When building a device list, the multiplexor can use one of three ways:
1. Polling Address 0 only
™ This method looks only at polling address 0 for each loop. Any
devices on a loop with a non-zero polling address are not
found.
2. One Device
™ For each loop, all polling addresses are searched until a device
is found. The multiplexor does not continue the search on a
loop after the first device is found.
3. Multidrop
™ For each loop, polling address 0 is checked. If a device is
found, no further search is performed on that loop. If no device
is found at polling address 0, polling addresses 1 - 15 are
searched and any devices found are added to the device list.

Scan Option
The MTL multiplexor has the capability to continually scan the connected Hart
devices to report the results. ValVue 2.4 does not use this feature, but the
option is provided to configure the multiplexor as needed by other
applications.
The multiplexor can be used to request information about HART devices.
Select the MUX Reset popup menu function to issue a reset command to a
node of the multiplexor. The user is prompted for the node that is to be reset.
When it is reset, the multiplexor node re-scans all of the devices connected to
the node (this hardware rescan is different from the rescan done by ValVue
2.4 from the Rescan popup menu function). Depending upon the options set
for the multiplexor, this can take a while to complete. No communication can
be done with devices on the selected node until the reset is completed. After
the reset is finished, select Rescan popup menu function to build a device list.
A device list is arranged in the order found on the multiplexor’s channels. This
list can be very long if there are many connected devices. To find a device by
its tag, select the Find by Tag button to open a text entry dialog. Enter a tag
name to allow ValVue 2.4 to search the device list for a device with a matching
tag. If found, the device is selected and the window scrolled so that its line is
visible.
Selecting the Rescan popup menu function causes ValVue 2.4 to build a new
device list. All nodes are polled. If there are a large number of devices
connected to the multiplexor, this function can take some time to complete.

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Masoneilan Dresser ValVue 2.4 Instruction Manual

When the re-scan is completed, the user should save the device list to a file so
that rescanning is not necessary every time ValVue 2.4 is started.

Table 4 Troubleshooting ValVue 2.4 Used with Mux

Problem Cause Corrective Action

Both ValVue 2.4 and Connect ValVue 2.4 to the device with a
AMS are connected to modem. If the installation is correct connect
No devices found the Mux the input to the MTL 4046P Isolator. In a
general purpose system, connect directly to the
device wires.

The MTL Mux is Reconfigure the Mux for Cornerstone


configured for AMS communications mode with MTL provided
mode software.

Mismatch of the baud rate Mux Use Set Options in ValVue 2.4 to match the
setting between the Mux and setting of the Mux . Refer to the dip switch
ValVue 2.4 setting on the Mux.

HART converter (RS-232 to Check for loose wires Check configuration of converter. Refer to the
RS485) not working properly. Check for power manufacturer’s instructions.
cabling between
converter and Mux

Expected device is not found in Device was added Click the Rebuild mode. Powering on/off/on the
Connected Devices list after the Mux Mux can also help. However, this will impact
performed its last the communication on all devices.
scan

Devices all have the same tag ValVue 2.4 and Mux Set Mux and ValVue 2.4 so both are Primary
name in Connected Devices are not configured as Master or both are Secondary Master.
the same type of
master

35
ValVue 2.4 Setup Configuring Burst Mode

Configuring The Burst Mode is a mode where the HART device continuously sends out
Burst Mode data without being polled by a Master. This mode is useful only for devices
that are passive (i.e. not a HART master), such as a HART to Analog
converter (SPA from Moore Industries, Tri-Loop by Rosemount). It is not
necessary to set the burst mode to allow communications with a control
system since the control system is a master capable of polling the device.
Turning on Burst mode in cases where it is not required will affect the
communication bandwidth.
Table 5 below provides a summary of the data returned from the Burst mode
(HART Command #3 equivalent to Process-Vars-Current)

Table 5 Burst Mode Data Return

Variable Description Units/Range

SVI II AP (firmware 311) or SVI II (Firmware 12x)

PV (Primary Variable): Valve position 0-100%

SV (Secondary Variable) Actuator Pressure 0-150psig


(0-120psig for firmware 12x)

TV (Tertiary Variable) Not used (Future)

QV (Quaternary Variable) Not used (Future)

SVI

PV (Primary variable): Valve position 0-100%

SV (Secondary variable) Actuator Pressure 0-150psig

TV (Tertiary variable) Process Variable According to device setting

QV (Quaternary variable) Controller setpoint According to device setting

HDLT

PV (Primary variable): Level According to device setting

SV (Secondary variable) Actuator Pressure 0-150psig

TV (Tertiary variable) Controller Setpoint According to device setting

QV (Quaternary variable) Board Temperature According to device setting

36
Masoneilan Dresser ValVue 2.4 Instruction Manual

Use this procedure to configure a burst mode.


1. Select the intended device from the Connected Devices page.
2. Right click on the gray background of the window to pop up a
context menu.
3. Select the Burst Mode Control dialog.
4. Select the desired command.
5. Select OK.

Connecting the SPA with the SVI II


• Valvue must be set as as
a secondary master if the
SPA is in polling mode to
be able to connect

• PV = Position
• SV = Actuator Pressure
• TV = Not Defined Yet
• QV = Not Defined Yet

The on/off contacts can be triggered from


the status bits sent with every message.
The module must be configured to let it know
which bit will trigger the contact.

Figure 33 Burst Mode Configuration

37
Connecting Devices
4
Overview After you have successfully logged into ValVue 2.4, the Connected Devices
Screen is displayed. This screen lists all the available devices on the
configured COM port. When the Connected Devices page opens, ValVue 2.4
scans the COM port to detect all connected devices. If the device file is
enabled it displays previously scanned devices listed in the device file.

Connected ValVue 2.4 opens the Device connection window and searches for connected
Devices devices. The devices that are found are listed. To stop the searching process,
select the Stop button. The list includes offline device files and live devices.
Scanning can take a few seconds if multidrop is selected. When a Multiplexor
is used, the process can take a longer time, depending upon how many
devices are connected.

Figure 34 Connected Devices

38
Connecting Devices Selecting a Device

Selecting a 1. On the Connected Devices Screen locate the device to open a


Device session with.
2. Click on the device you wish to run.
3. Click on the “Select Device” button on the Connected Devices
Screen.

Select a line in the device list box to select a HART device for communication.
Devices at any polling addresses can be selected. When connected through
a multiplexor, any device connected to the multiplexor can be selected.
Double clicking on the line containing the tag name and device ID in
Connected Devices page starts communication with the device.
If the device is an SVI II AP, ValVue 2.4 opens the device at the Monitor page.
When connected through a multiplexor, the Select action is ignored if the
selected device is a node or sub node. If the selected HART device is not a
Smart Valve Interface, only universal HART messages are sent.
Use this procedure to save scan time with the Mux when there are multiple
devices.

Find by Tag
To find a device by its tag name:
1. Select the Find by Tag button to open a text box.
2. Enter a tag name.
3. Select OK.

The software searches for a device with a matching tag. When found, the
device is selected.

Re-Scan
To build a new device list:
1. Select the Re-scan button and ValVue 2.4. In the direct-connect
configuration of ValVue 2.4 all polling addresses are checked if the
options allow multidrop. In the multiplexor configuration of the
program, all nodes are checked. If there are a large number of
devices connected to the multiplexor, this function takes time to
complete.
2. When the rescan is completed, you can save the device list to a file
so that rescanning is not necessary every time ValVue 2.4 is started.
If there is only one device on the loop, select Stop when it has been
found to save scan time.

39
ValVue 2.4 Work
Environment 5
Overview This section describes the working environment of ValVue 2.4 and how to
accomplish SVI II AP tasks. After you have successfully launched and logged
into ValVue 2.4 and selected a device the Monitor Screen will display as
shown in Figure 35 below.

Working in ValVue is set up as a typical Windows program, with tabs, menus, dialogs,
ValVue windows and toolbars. After you have successfully logged into ValVue 2.4 the
selected device will be displayed in ValVue’s Monitor Screen. The user can
either perform operation on the Monitor screen or select another tab to display
another ValVue 2.4 screen.

Clicking on Tabs selects other ValVue Screens

Right clicking on background


displays the Screen related menu
Context-Sensitive Help.

Figure 35 ValVue 2.4 Work Environment

40
ValVue 2.4 Work Environment Toolbar

Toolbar
The toolbar at the top of every ValVue 2.4 Screen has two menu items; Tools and Help.

Tools Menu
The Tools menu changes according to the selected screen and is most often
the same menu when right clicking on the selected screen.

Help Menu
The Help menu is the same on every screen and contains:
™ Help – launches the help file table of contents
™ Firmware Info – displays information about the firmware loaded
into the SVI II AP
™ About – displays information about ValVue 2.4

ValVue 2.4 Help ValVue 2.4 offers help in many forms. Help changes according to the active
Screen and the location within the active Screen. Every Screen has access to
the entire ValVue 2.4 On-Line Help system through the Help command button
located at the bottom of every screen and through the Help Menu located at
the top of every screen. Every Screen also provides context sensitive Help
that is pertinent to the active Screen.

Context Context Sensitive is available on every ValVue 2.4 Screen and the user can
Sensitive Help access the context help by right clicking in the screen area.

Toolbar Help ValVue 2.4’s toolbar contains a Help menu that provides access to the help file
contents (under the Help selection) and under the Tools menu provides
access to the context sensitive help for the selected screen.

Exit Clicking Exit quits the program.

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Masoneilan Dresser ValVue 2.4 Instruction Manual

Accesses Active Screen Context Sensitive Help

Figure 36 Accessing Context Sensitive Help - Tools Menu

42
ValVue 2.4 Work Environment Exit

Accesses Active Screen Context Sensitive Help

Figure 37 Accessing Context Sensitive Help - Right Click Menu

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Masoneilan Dresser ValVue 2.4 Instruction Manual

Hotspots in Help
Whenever a ValVue 2.4 screen is displayed in Help, there are many screen
fields with additional help provided in the form of a “Hot Spot”. When the
cursor is over a hotspot, it changes into a hand to indicate the area is clickable
and provides more help information.

Hotspot Context Sensitive Help Indicator

Figure 38 ValVue 2.4 Hotspot Context Sensitive Help Indicator

44
ValVue 2.4 Work Environment Change Mode

Change Mode The Change Mode button located at the bottom left of all SVI II AP screens
allows the user to change the operating SVI II AP mode. When selected, the
user can change the SVI II AP mode to any of three operating modes:
™ Normal - In this mode the SVI II AP follows the 4 - 20 mA input
signal and positions the valve accordingly (indicator green).
™ Manual - in this mode the valve setpoint is set by the valve
software, the local pushbutton or a HART compatible Host
system. When changing to this mode the setpoint becomes
the actual position.
™ Setup - In this mode the user can set calibration and
configuration parameters. Additionally, the user may run
response time tests, step response tests, and positioner
signatures (indicator yellow).

Failsafe Mode
™ Failsafe – When the SVI II AP cannot operate correctly the
device will go to the failsafe position and remain in the failsafe
mode until the user intervenes (indicator red).

Figure 39 Selecting Change Mode

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Masoneilan Dresser ValVue 2.4 Instruction Manual

ValVue 2.4 There are seven screens, correlating to the seven tabs available at the top
Screens level of ValVue 2.4

The seven screens are as follows:


1. Monitor - On the Monitor screen you can view and adjust current
operating parameters of the selected SVI II AP, perform HART
commands and run positioner setup. For detailed information on the
Monitor Screen refer to
2. Trend - The Trend Screen displays in a graphical format the live
operation of the selected SVI II AP and allows you to capture the
current data as a bitmap and save it to the computer clipboard. You
can then paste the graphical contents into any program that will
accept a bmp file; e.g. Microsoft Word, Excel, Power Point, etc.
3. Configure - On the Configure Screen you can view and adjust the
current configuration parameters of the selected SVI II AP. To adjust
the configuration the positioner and ValVue must be in the Setup or
Manual mode.
4. Calibrate - On the Calibrate Screen you can view and calibrate the
stop positions and the feedback control parameters (PID tuning
parameters).
5. Diagnostics - On the Diagnostics Screen the user can view
continuous diagnostics information and perform diagnostic tests.
6. Status - The Status Screen allows user to see at a glance the
operating and internal status of the SVI II AP.
7. Check - From the Check Screen the user can monitor some of the
basic parameters. This screen is used primarily for troubleshooting.

46
Monitor Screen
6
What You Can The Monitor Screen is the first window displayed upon starting ValVue 2.4.
Do on the From the Monitor Screen, the user can view the basic functions of the
Monitor Screen SVI II AP including; tag and identification, characteristics, setpoint, position,
and status. The Setup Wizard on the Monitor Screen provides for rapid setup
of the positioner in 4 easy steps.
On the Monitor Screen you can:
™ Monitor the live operation of the SVI II AP
™ Monitor the current Positioner Characteristics
™ Send a HART command and view the result
™ View the Position Indicator (graphical representation)
™ Generate reports
™ Run the Setup Wizard

Positioner Operations

Positioner Tag Information

Positioner Indicator

Send Command Menu

Status Display Send Command Display Window

Launch Setup Wizard

Figure 40 Monitor Screen

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Masoneilan Dresser ValVue 2.4 Instruction Manual

Positioner The Positioner Operations displayed on the Monitor Screen consist of:
Operations ™ Input
™ Signal
™ Valve Position
™ Setpoint
™ Pressure

Signal
Indicates the input analog signal expressed in % and in mA of the configured
signal range.

Position
Indicates the actual valve position in % of valve opening. 0% is always closed
and 100% is open. Because the travel of a valve may exceed its nominal
travel, positions greater than 100% are possible (see “Open Stop Adjustment”
on page 139).

Setpoint
In NORMAL mode, the setpoint is the target position based on the
characterized input. In MANUAL mode, it is the target position to which the
SVI II AP is controlling the valve. The manual setpoint may be changed by
dragging the "lower thumb" on the position indicator.

Pressure
The SVI II AP continuously monitors the actuator pressure. It is displayed
according to the configured units (psi, bar, or kpa).

Position The Position Indicator shows the valve position graphically. The indicator
Indicator consists of 3 parts:
1. The upper part contains an indicator showing the value of the input
signal. In Normal mode this is the position setpoint. WARNING! - In
manual mode, this is the position that the valve will move to if normal
mode is selected.
2. The center green bar shows the valve position where % = Valve
Closed. The numerical valve position is shown in the center.
3. The lower part contains an indicator (that cen be dragged when
active) showing the valve setpoint. In operating mode this is the
same as the signal. In manual mode it is the valve setpoint. The
user may drag the indicator to change the valve setpoint. While
dragging, the number in the center bar shows the manual setpoint
that will be selected when the user releases the indicator.

48
Monitor Screen Position Indicator

Changing the Setpoint


To change the manual setpoint the SVI II AP must be in manual mode. There
are three ways to change the position indicator:
1. Entering the setpoint value in the Setpoint dialog.
2. Dragging the position indicator.
3. Left clicking on either side of the position indicator modifies the
setpoint by 5%.

Position Indicator Active (Manual Mode)

Figure 41 Position Indicator Active

Entering Setpoint Value


To enter a value for the position indicator setpoint:
1. Right click inside the position indicator area.
2. ValVue 2.4 will launch the dialog shown in Figure 42 below.
3. Enter the setpoint percentage and click "OK".

Figure 42 Changing Position Indicator

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Masoneilan Dresser ValVue 2.4 Instruction Manual

Status on the The SVI II AP provides several health indicators. When there is a fault code
Monitor Screen from the SVI II AP, this box will contain ‘Additional Status Available’. The fault
codes can be retrieved by selecting ‘Read Status’ from the Send Command
drop down list and then clicking "Send". The results will be displayed in the
lower left box. The fault codes are also displayed on the Status Screen.
The status block also contains other status codes returned by HART. These
include ‘Configuration Changed’, ‘Device malfunction’, and ‘Variable out of
limits’.

Status Display - Additional Status Available

Figure 43 Monitor Screen - Additional Status Available

Tag Information
Changing Tag Information on the Monitor Screen
There are two methods of changing Tag Information on the Monitor Screen:
1. Activate the Setup Wizard and execute Step 1.
(See Wizard Step 1.)
2. Select the "Write Tag and Descriptor" command from the command
drop down list on the Monitor Screen. ValVue will display a Tag
dialog box. Enter the Tag information in the dialog box and click OK.

Note: HART Rev. 5 has a Tag length of eight characters.

50
Monitor Screen Send Command

Send Command One of many features available within ValVue 2.4 is the ability to easily send
HART commands to the SVI II AP and view the results on the Monitor Screen,
in the box below the Send Command drop down list. To send a command:
1. Select the command from the drop down list on the Monitor Screen
(see Figure 44 below).

Figure 44 Selecting a Command to Send


2. Click on the "Send Cmd" button (see Figure 45 below).

Figure 45 Executing Send Command

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Masoneilan Dresser ValVue 2.4 Instruction Manual

3. Read the results in the in the Result Display (see Figure 46 below).

Figure 46 Send Command Results Displayed (Read All Variables)

List of Available HART Commands


When you click on the drop down arrow, ValVue 2.4 displays the available
HART commands. Scroll through the list until you locate the command you
wish to execute. The following commands can be sent to the SVI II AP:
™ 000 Read Identifier - Returns the unique identifier from the
device including the device ID, device type, and the
manufacturers ID.
™ 001 Read Primary Variable - Returns the position in percent
open.
™ 002 Read Current - Returns the input signal in mA.
™ 003 Read All Variables - Returns the input signal and the
position in percent open
™ 011 Read ID from Tag - Prompts the user for a tag name. The
tag name is sent in a HART command and if received by a
device with a matching tag name, the ID of the device is
returned. The format of the ID is the same as command 001
Read Identifier.
™ 012 Read Message - Reads the message that was stored in
the device when it was configured
™ 013 Read Tag & Descriptor - Reads the tag name, date, and
the descriptor that was stored in the device when it was
configured

52
Monitor Screen Send Command

™ 016 Read Assembly Number - Reads the final assembly


number that was stored in the device when it was assembled at
the factory
™ 017 Write Message - This command allows the user to enter a
message (up to 32 characters) that will be stored in the SVI II
AP.
™ 018 Write Tag & Descriptor - This command allows the user
to enter a tag name (up to 8 characters) and a description (up
to 16 characters) that are stored in the
SVI II AP.
™ 19 Write Final Assembly - This command allows the user to
enter an identifying number (0 to 16 million) which is stored in
the SVI II AP.
™ 038 Reset Configuration Changed Flag - This command sets
the HART configuration changed bit back to 0. The bit is set
whenever a value in the device has changed.
™ 210 Read Configuration - Reads the configuration data from
the device and displays it in the response box. The data
includes all of the data describing the device set on the
Configure Screen including Air-To-Open/Air-To-Close, Tight
Shutoff status, Software Position Limit Stops, etc.
™ 200 Read Option Configuration - Reads basic (hardware)
configuration information about the positioner.
™ 211 Read Custom Characterization – Reads the custom
characterization information about the positioner.
™ 212 Read Error Limits - Reads and displays the position
range and time-outs associated with position and pressure
errors
™ 213 Read Calibration Data - Reads and displays the input
signal that corresponds to the open and closed positioning of
the valve.
™ 216 Read PID - Reads and displays the valve positioning
tuning parameters
™ 136 Read Status - Reads and displays the status flags. These
flags describe error conditions that have occurred since the last
time they were cleared. See “Status Code List” on page 127 of
this manual for a complete list of possible codes.
™ 138 Clear Status - Clears the status flags. See also “Status
Code List” on page 127.
™ 142 Read Switches - Reads the status of the contact switches
™ 139 Read Continuous Diagnostic Data - Reads and displays
the continuous diagnostic data including number of full strokes
the valve has made, the number of cycles (direction changes),
the time the valve has spent open, the time the valve has been
closed, and the time the valve has spent throttling near the seat
™ 191 Read Standard Diagnostic Data - Displays the valve
response time open and response time closed
™ 154 Read Setpoint - Reads the manual setpoint of the
positioner.

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Masoneilan Dresser ValVue 2.4 Instruction Manual

™ 141 Read Raw Data - Returns information from the SVI II AP


that is useful to Masoneilan engineers for diagnostic purposes.
The information includes the input current on the auxiliary input
channel, the A/D values from the pressure, signal, and position
measurements, the D/A value of the signal to the I/P, and the
internal SVI II AP temperature.
™ 143 Read Temperatures – Reads the historical low and high
range to which the positioner was be exposed and reads the
actual circuit board temperature
™ 201 Read All Pressures – Reads the Actuator, Supply and IP
pressure (available with the Advanced Diagnostics version)
™ 249 Read Operating Mode – Reads and displays the
positioner operating mode.

54
Monitor Screen Setup Wizard

Setup Wizard Running the Setup Wizard is one of two ways to set up the SVI II AP. When
you decide to run the setup you can either run the entire setup wizard or pick
and choose which components of the setup wizard you would like to run.
From the Setup Wizard screen the user can rapidly setup the SVI II AP by
configuring some basic parameters. By selecting the appropriate check boxes
the user may set the device identification, select the air action, perform a
travel calibration, and autotune the positioning parameters. When the
selected tasks are started, ValVue will display a progress screen.
Used primarily for rapid setup of standard valves, the Setup Wizard can
dramatically reduce commissioning time in the field. To customize the valve
setup refer to “Advanced Setup with ValVue 2.4” on page 134 of this manual.

Setup Wizard Button

Figure 47 Starting the Setup Wizard

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Masoneilan Dresser ValVue 2.4 Instruction Manual

Setup Wizard Selections


After you start the setup wizard ValVue 2.4 launches the Setup Wizard window
where you can select the setup features you would like the Wizard to perform:

Figure 48 Setup Wizard Selections Window

Setup Wizard Step 1


When selected, the device Tag, Descriptor, and Message will be modified.
Setup Wizard Step 2
When selected you can set the air action. You can also reset the configuration
and calibration parameters to factory defaults; Air Action, Travel, and PID
(tuning) parameters.
Setup Wizard Step 3
When selected, the user can perform a Travel Calibration. To determine valve
position, the positioner must measure the closed and open positions of the
valve. The SVI II AP will first exhaust the actuator and measure the position,
then fill the actuator and measure the position. From these measurements the
valve position can be determined.

56
Monitor Screen Setup Wizard

Wizard Step 4- Autotune


The SVI II AP has a built-in positioning Autotune feature. At the moment of
setting up the positioner on a valve, this feature automatically computes the
optimal parameters for the positioning algorithm. This features does not
require valve specific parameters in order to complete successfully. The
patented algorithm analyzes the dynamic behavior of the valve assembly, and
determines values for the tuning algorithm that are optimal for tight and
accurate position control.
The Autotune feature can be launched using the local pushbuttons, a
handheld communicator loaded with the device driver (DD), a control system
loaded with the DD or ValVue software.

Setting the Tag and Descriptor


If you are changing Tag and Descriptor information you should make the
changes prior to executing ("Apply") the remaining Setup Wizard steps. If you
are using the Setup Wizard for calibrating travel and auto tuning, ValVue 2.4
runs through the calibrate and auto tune procedures and does not return to
the Setup Wizard window.
When you select "Set Tag and Descriptor", ESD Lookout enables the Tag and
Descriptor fields.
To set the Tag and Descriptor:
1. Click in the Tag field.
2. Drag and highlight the existing text in the field
3. Enter the Tag and Descriptor information.

Figure 49 Setting Tag and Descriptor

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Masoneilan Dresser ValVue 2.4 Instruction Manual

Note: The changes you make to tag and descriptor will not take place until
you click "Apply". You should not click "Apply" until after you have
made all your Setup Wizard selections.

Setting the Air Action


The Set Air Action step allows you to set the action of the air supply by making
one of the following selections:
™ Air to Open - air pressure is used through the SVI II AP to open
the valve
™ Air to Close - air pressure is used through the SVI II AP to close
the valve
™ Reset configuration to factory defaults - resets the calibration
and configuration parameters to the factory defaults; Air Action,
Travel, and PID parameters
To set the air action:
1. Enable the set air action function by clicking in the checkbox labeled
"Set Air Action". When "Set Air Action"is enabled all selections
become enabled.
2. Select the appropriate air action by clicking either the radio button
for "Air-to-Open" or "Air-to-Close".
3. If you would like to reset the configuration and calibration to the
factory defaults, click the checkbox to the left of "Reset configuration
to factory defaults".

Note: The changes you make to air action will not take place until you click
"Apply". You should not click "Apply" until after you have made all your
Setup Wizard selections.

Calibrate Travel
When selected, the user can perform a Travel Calibration. To determine valve
position, the positioner must measure the closed and open positions of the
valve. The SVI II AP will first exhaust the actuator and measure the position,
then fill the actuator and measure the position. From these measurements the
valve position can be determined.
To calibrate positioner travel with the Setup Wizard:
1. Enable the calibrate travel function by clicking in the checkbox
labeled "Calibrate Travel".
2. When "Calibrate Travel" is enabled the checkmark will be visible in
the checkbox.

Note: The calibrate travel function will not take place until you click "Apply".
You should not click "Apply" until after you have made all your Setup
Wizard selections.

58
Monitor Screen Setup Wizard

Autotune
The SVI II AP has a built-in positioning Autotune feature. At the moment of
setting up the positioner on a valve, this feature automatically computes the
optimal parameters for the positioning algorithm. This features does not
require valve specific parameters in order to complete successfully. The
patented algorithm analyzes the dynamic behavior of the valve assembly, and
determines values for the tuning algorithm that are optimal for tight and
accurate position control. The Autotune feature can be launched using the
local pushbuttons, a handheld communicator loaded with the device driver
(DD), a control system loaded with the DD or ValVue 2.4 software.
To autotune the SVI II AP with the Setup Wizard:
1. Enable the autotune function by clicking in the checkbox labeled
"Autotune".
2. When "Autotune" is enabled the checkmark will be visible in the
checkbox.

Note: The autotune function will not take place until you click "Apply". You
should not click "Apply" until after you have made all your Setup
Wizard selections.

Setup Selections Made


1. After you have selected the desired Steps click on "Apply" as shown
in Figure 50 below.

Figure 50 Applying Setup Wizard Selections

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Masoneilan Dresser ValVue 2.4 Instruction Manual

2. After you have made and applied selections ValVue 2.4 will launch a
dialog indicating the actions the Setup Wizard will perform. If the list
in the dialog is correct click on "OK". If the list is incorrect click on
"Cancel".

Figure 51 Setup Dialog

3. After you have confirmed Setup Wizard steps ValVue 2.4 will launch
the important message shown in Figure 52 below. Click "OK" to
continue.

Figure 52 Running Setup Wizard Dialog

Progress Dialog
Some calibration and diagnostic processes that ValVue launches can be of a
long duration. These processes include find stops, autotune, diagnostics, and
the setup wizard. While these processes run, a dialog is provided to show the
progress and allow you to cancel the process earlier if necessary.

60
Monitor Screen Setup Wizard

Figure 53 Setup Wizard Progress Dialog


4. After the Setup Wizard has completed a graph displays the
performance of the valve (an example is shown in Figure 54 below).
5. You cannot proceed until you either: "Capture to Clipboard", "Export
to Excel" or "Close" the graph.

Figure 54 AutoTune Diagnostic Graph

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Masoneilan Dresser ValVue 2.4 Instruction Manual

6. After you have either saved or closed the Diagnostic Graph, a


display of tuning values, Previous and New, appears as shown in
Figure 55 below. Click on Exit to close the PID Values window.

Figure 55 PID Values Displayed after Autotuning

Parameter Definitions
P Proportional gain in %. Common values for the positioner
are 50 for small valves up to 4000 for large valves.

62
Monitor Screen Setup Wizard

I Integral time or reset time in 1/10th sec, is the time constant


of integral control. Higher values of I cause less integral
action, however a value of 0 gives no integral action. Com-
mon values are 10 to 200.
D Derivative time or rate time (msec) is the time constant of
derivative control. Common values are 10 to 100
PAdjust Valves often have significantly different response when filling
verses exhausting. The proportional gain is adjusted by add-
ing Padj (%) to P when the valve is exhausting.
Beta Beta is a nonlinear gain factor, ranging from -9 to 9. When
beta is 0, the controller gain is linear. Otherwise the gain is
the function of error. The larger the beta, the smaller the gain
for small error. Typical beta value for a valve position control-
ler is 7 or 8.
Position The response of the valve is different when the valve
Compensation is nearly closed than when the valve is nearly open.
Coefficient The position compensation coefficient, which is a
number between 0 and 20. Make adjustments to try to
equalize the valve response. The normal value is 6.
For springless actuators the value is 15.
Dead Zone When the valve position is within the setpoint +/- the dead
zone, no additional position control is performed. This value
is normally 0%, however for high friction valves (e.g. valves
with graphite packing) a higher dead zone (%) will help avoid
limit cycling due to the stick/slip action of the valve. In these
cases the dead zone chosen might be 0.5% to 1%.
Boost The boost field in the PID adjustments controls a supplemen-
tal pressure, or boost, to speed up initial valve response
The values determined above provide sufficient response for most
applications. However these values are determined by a target set of
performance criteria built into the SVI II AP. The user may want performance
different than this set and may therefore want to set the PID values differently
than determined by Autotune. The user can individually set tuning values
from the Calibrate screen.

7. After the Setup Wizard has completed all setup tasks, Valvue 2.4 will
launch a dialog that indicates the Setup Wizard is complete. Click on
"Continue" to close the dialog and return to operation.

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Masoneilan Dresser ValVue 2.4 Instruction Manual

Figure 56 Setup Wizard Complete

Monitor Context When the user right clicks on the Monitor Screen, a context menu appears as
Menu shown in Figure 57 below.

Figure 57 Monitor Screen Context Sensitive Menu

64
Monitor Screen Monitor Context Menu

The following items will be displayed and greyed out based on the actual SVI
II AP mode.
™ Full Open - Moves the valve to full open. This command will
take the valve out of closed loop control and will send a high or
low signal to the I/P. This is available only in manual or setup
mode.
™ Full Closed - Moves the valve to full closed. This will take the
valve out of closed loop control and send a high or low signal to
the I/P. This is available only in manual or setup mode.
™ Set to Fail Position - Sets the Output Pressure (P1) to 0psig.
Moves the valve full open or full closed, whichever is the fail
position of the actuator.
™ Cancel Transfer - Returns the SVI II AP to manual mode from
the bumpless transfer mode (available during a bumpless
transfer)
™ Reset - Issues a master reset to the device, causing it to go
through its startup routine and re-initializing all of its operating
parameters from non-volatile memory.

WARNING!
THE VALVE WILL MOVE DURING THE RESET OPERATION.
™ Report Setup - Allows the user to set report template file and
report printing program
™ Report - Generates a report of the SVI II AP parameters
™ Save SVI Data - Saves the SVI II AP internal parameters in a
file that can be read and restored by ValVue 2.4.
™ Restore SVI Data - Restores the contents of a dump file to a
Masoneilan device. This can be used to ‘clone’ an SVI II AP
into a new SVI II AP. Note: items like tag, which should be
unique, and position calibrations which differ on each
positioner are not cloned. This command is available only in
manual mode.
™ Backup NVM – Allows the user to backup the Non Volatile
Memory (NVM). This is useful for factory engineer to help
troubleshoot an SVI II AP
™ Detach Trend - Removes the Trend display from the anchored
tab format and creates a separate trend display
™ Help - Displays the help file at the Monitor Screen instructions

Restore SVI Data


When you select "Restore SVI Data" from the Monitor context menu, ValVue
2.4 displays the dialog shown in Figure 58 below.
To restore SVI data:
1. Click "OK".

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Masoneilan Dresser ValVue 2.4 Instruction Manual

2. If you do not want to reset, click "Cancel".

Figure 58 Monitor "Restore SVI Data" Dialog

Reports One of the functions available on the Monitor Screen is the ability to generate
reports. ValVue 2.4 provides the ability to extract information about the SVI II
AP operation and dump the information into a report format. When ValVue 2.4
extracts the information from a device it requires a template file into which to
dump the data. To generate a report with ValVue 2.4 you must first create a
report template file that includes the parameters you would like to include in
the report as well as personalization.
There are three basic steps to create reports:
1. Set up the report - create a report template file
2. Select the report setup (report template file) - using the Report Setup
command from the Monitor Context Menu.
3. Generate the report - using the Report command from the Monitor
Context Menu.

Report Setup
To set up the report right click on the Monitor Screen and select "Report
Setup" from the context menu.
When you access "Report Setup" ValVue 2.4 launches the dialog displayed
below. There are two items which you need to complete in this dialog:
1. Report Template File Name
2. Report Program to use

66
Monitor Screen Reports

Figure 59 Report Setup Dialog

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Masoneilan Dresser ValVue 2.4 Instruction Manual

3. Use the browser or type the path for the Report Template file name.
4. Select the program to use to generate the report by clicking "Auto
Find".

Figure 60 Report Setup Completed

Creating Report Template Files


The user can create a custom SVI II AP report by creating a rich text format
(RTF). The default template is located in C:\Program Files\DFC\ValVue
2\SVI2\Report\SVI2FullReport.rtf.
Prior to selecting the set up of the report (ValVue 2.4 Monitor Context Menu)
you must create the report template file in an rtf format. The report template
should include the operation parameters that you would like populated in the
report.
ValVue2.4 will substitute the values of SVI II AP parameters into the text file
where ever it finds a parameter name that matches an SVI II AP parameter.
For each parameter you would like included in the report place $$ in front of
the parameter name.
For example:
Tag = $$Tag
ValVue will substitute the actual tag name from the SVI II AP in place of the
$$Tag in the report.
When creating the report template file, you should use an application that can
save the report template file to an rtf or text file such as WordPad, Microsoft
Word, or Notepad.

Note: rtf files are preferred as you can apply special formatting to the file that
can contain fonts, sizes, tabs, etc. and bitmaps. Some .rtf formatting
is accepted in Word which is not available in WordPad.

68
Monitor Screen Reports

The allowed SVI II AP Parameters are listed in Table 6 below. The user is
encouraged to use the report file (report.rtf) shipped with the application for
examples.

Table 6 Report Setup Parameters

Report Parameter Information Provided in Report

$$Tag Tag Name

$$Descriptor Descriptor

$$Date Date

$$Message Message

$$AssemblyNumber Final Assembly Number

$$MfgID Manufacturer’s ID (101 for Masoneilan)

$$DeviceType Device Type (200 for the SVI II AP)

$$DeviceID Hart DeviceID

$$HWRev Hardware Revision

$$SWRev Software Revision

$$CmdRev Firmware Command Revision

$$PollingAddress PollingAddress

$$Position Position

$$Signal Input Signal

$$Pressure Actuator Pressure

$$IPOutput Signal to the I/P in Counts (0 - 65000)

$$Temperature Circuit Board Temperature

$$LowTemperature Historical Low Temperature

$$HighTemperature Historical High Temperature

$$Output Output from the process controller

$$Mode SVI II AP Mode

$$SignalPercent Input Signal as Percent

$$AirAction Air-to-Open/Air-to-Close

$$ActuatorType Single/Double Acting Actuator

$$PosErrorBand Position Error Band

$$PosErrorTime Position Deviation Time

$$Charact Characterization (Linear, Equal Percentage, etc.)

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Masoneilan Dresser ValVue 2.4 Instruction Manual

Table 6 Report Setup Parameters

Report Parameter Information Provided in Report

$$CustomCharact Displays the Custom Characterization constants

Individual items of the characterization curve may be selected by entering:


$$CustomCharact[n] - where n is a number between 0 and 17

$$ButtonLock Button Lock Level

$$Bumpless Bumpless Transfer On/Off

$$BumplessSpeed Time to move from Manual to Normal (operating) mode

$$TightShutoff Tight Shutoff On/Off

$$TSValue Tight Shutoff Value

$$ULimitStop Upper Position Limit On/Off

$$ULSValue Upper Position Limit

$$LLimitStop Lower Position Limit On/Off

$$LLSValue Lower Position Limit

$$NearClosed Value below which is considered Near Closed

$$PosUnits Position Units of Measure (always %)

$$PresUnits Pressure Units (psi, bar, or kpa)

$$SignalUnits Signal Units (always mA)

$$Language SVI II AP Display Language

$$LowSignal Low Calibration Value

$$HighSignal High Calibration Value

$$P Proportional Gain In Positioner

$$Padjust Adjustment to P when valve is exhausting

$$I Integral action of positioner

$$Beta Step size adjustment in positioner

$$D Derivative action of positioner

$$PosComp Position range compensation of positioner

$$DeadZone Dead zone of positioner

$$Damping Damping coefficient of positioner

$$Travel Total strokes of the valve

$$Cycles Total cycles of the valve

$$TimeOpen Total time open of the valve

$$TimeClosed Total time closed of the valve

$$TimeNearClosed Amount of time valve was nearly closed

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Monitor Screen Reports

Table 6 Report Setup Parameters

Report Parameter Information Provided in Report

$$ResponseOpen Time require to open valve

$$ResponseClosed Time required to close valve

$$Switch1Type Condition under which Switch 1 will operate

$$Switch1Value Value at which Switch 1 will activate

$$Switch1Action Switch is Normally Closed or Normally Open

$$RawSignal Signal Value in A/D Counts

$$RawPosition Position Value in A/D Counts

$$PositionStopLow Position A/D Counts at the Lower Stop

$$PositionStopHigh Position A/D Counts at the Upper Stop

$$OptionConfig
$$OptionConfigEx0
$$OptionConfigEx1 Data describing the hardware installed on the positioner
$$OptionConfigEx2
$$OptionConfigEx3

$$Friction Friction Measured from a Standard Actuator Signature

$$FLowerSpringRange Lower Spring Range measured from a standard actuator signature

$$FupperSpringRange Upper Spring Range measured from a standard actuator signature

$$LowPressureActual Pressure when the actuator is exhausted

$$HighPressureActual Supply Pressure

$$Speed Speed at which the last diagnostic test was run

$$SpeedSaved Speed at which the saved standard signature was run

$$SpeedBaseline Speed at which the baseline standard signature was run

$$LowerSpringRange Lower Spring Range calculated from the current, saved, or baseline standard
$$LowerSpringRangeSaved signature
$$LowerSpringRangeBaseline

$$UpperSpringRange Upper Spring Range calculated from the current, saved, or baseline standard
$$UpperSpringRangeSaved signature
$$UpperSpringRangeBaseline

$$Signature Position/Pressure Pairs Gathered during the Standard Signature Test

$$SignatureSaved Position/Pressure Pairs Saved in the Saved Standard Signature

$$SignatureBaseline Position/Pressure Pairs Saved in the Baseline Standard Signature

71
Monitor Screen Reports

(Generate) Report
To generate a report:
1. On the Monitor Screen select “Report” from the right click, context
sensitive menu.
2. The following dialog box will be displayed:

Figure 61 Generate Report Dialog

3. Click “OK” to continue.


ValVue 2.4 will then populate the report template. An example of a report is
shown in Figure 62 on page 73.

72
Monitor Screen Reports

Smart Valve Interface 2AP – Configuration Data Sheet

General Information

Tag Name NEW


Descriptor
Date
Message
Assembly Number 0
Manufacturer’s ID 101
Device Type 202
Device ID 5010001
Hardware Revision 3
Transmitter Revision 1
Software Revision 1
Polling Address 0

Operating Data

Position 50.0
Signal 12.00
Pressure 13.54 psi
Switch 1 Open

Configuration Information

Air Action ATO


Actuator Type Single
Position Error Band 5.0
Position Error Time Off
Charactacterization Linear
Custom Charact.

Figure 62 Report Sample Using ValVue 2.4 Template

73
Trend Screen
7
What you can From the Trend Screen (see Figure 63 below) the user can observe the real
do on the Trend time performance of the valve. The process trend graph is useful for
Screen troubleshooting a control valve and for tuning the PID positioning parameters.
As the X axis is defined in seconds, the process trend graphs are manipulable
only on the Y axis.
The process trend graph can be detached as a separate window from the
tabbed dialog so that it can be viewed while performing calibration and
diagnostic tasks. To detach the trend, right click in any screen select "Detach
Trend". When in manual mode, the bar indicator allows the user to change the
valve position by dragging the position indicator.

Figure 63 Trend Screen

74
Trend Screen Trend Graph Features

Trend Graph The display of any of the curves on the Trend graph may be turned on or off by
Features checking or unchecking these boxes:
™ Position - blue
™ Manual Setpoint - black
™ Signal Setpoint - red
™ Pressure - green (SVI, SVI II, SVI II AP with Advanced
Diagnostics

Trend - Y Low/High
The Y axis (position) of the trend graph can be set by entering the values in
these edit boxes. Enter a number and hit tab to set the scale. The axis can be
changed with the mouse by and can be returned to the original scale by right
clicking in the graph.

Position
The position of the valve is in percentage of valve opening. 0% is always
closed and 100% is open. Because the travel of a valve may exceed its
nominal travel, positions greater than 100% are possible (see “Open Stop
Adjustment” on page 139 of this manual).

Signal
Indicates the input analog signal expressed in % of the configured signal
range.

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Masoneilan Dresser ValVue 2.4 Instruction Manual

Changing the Any portion of a diagnostic graph may be examined more closely by entering
Graph View the new X and Y scales in the proper scale edit boxes or by dragging a box
across an area of the graph. If the mouse is dragged across an area, that
area will fill the graphic window. "Right button clicking" on the graph will
restore the default scales. Note that the X scale cannot be resized.

Figure 64 Selecting Area of Trend to Zoom

Figure 65 Area of Trend with Zoom View

76
Trend Screen Trend Context Menu

Trend Context When the user right clicks on the grey area of the Trend screen (but not in the
Menu graph area), a context menu shown in Figure 66 below appears. The following
items will be on the menu:
™ Refresh Graph - Restarts the sampling of the trend graph
™ Stop Graph - Stops the sampling of the trend graph. It can be
restarted by selecting Refresh Graph
™ Detach Trend - Removes the display from the tabbed dialog
and creates a separate trend display
™ Help - Displays the help file at the Trend screen instructions

Figure 66 Trend Context Menu

77
Configure Screen
8
What You Can From the Configure Screen, the user can set the information that tells the SVI
Do on the II AP how the valve/actuator is configured by adjusting the following fields:
Configure ™ Tag Information
Screen ™ Characterization
™ Air Action
™ Button Lock
™ Bumpless Transfer
™ Near Closed Value
™ Position Limits
™ Position Fault Limits
™ Language

Characterization Button Lock


Tag Information

Bumpless
Transfer

Near Closed
Value

Language Air Action Position Limits

Configure I/O

Figure 67 Configure Screen - Setup Mode

78
Configure Screen Tag Information on the Configure Screen

Note: Before making any configuration changes on the Configuration


Screen ValVue 2.4 must be in "Setup" mode. If you need to change
modes click on the "Change Mode" button, select "Setup" and click
"OK".

Tag Information The Tag information on the Configure Screen contains an extra field, Polling
on the Address.
Configure To change Tag information on the Configure Screen:
Screen
1. Delete and type as necessary.
2. Click "Apply".

Polling Address
The Polling Address is not displayed in the tag information on the Monitor
Screen.
HART can communicate with up to 15 devices on a single pair of wires.
These devices are distinguished by their polling address which is a number
from 0 to 15. If there is a device at polling address 0, it must be the only
device on the loop. There may be up to 15 devices with non-zero polling
addresses on the loop (subject to power and intrinsic safety constraints).
Devices which operate 4-20 mA are generally required to have polling
address 0, however with split range valve positioners, several 4-20 mA
devices may be wired in series. These devices should be set up with non-
zero polling addresses.

Table 7 Polling Address Applications

Positioner Application Polling Address Comment

Normal default on current loop 0 Use this for all single loop control

Split range on a single current 1 to 15 Give each device on the current loop
loop a unique address. 0 can cause errors.
Lowest numbers save scanning time.

Split range with each positioner 1 to 15 Give each device operated by a single
on a current loop powered by controller a unique address. 0 can
isolator cause errors. Lowest numbers save
scanning time.

Multidrop in voltage mode 1 to 15 Used with HART multiplexor. Follow


instructions of Mux manufacturer

Use with Mux 1 to 15 Used with voltage mode devices only.


Give each device on a circuit a unique
address. 0 can cause errors. Lowest
numbers save scanning time.

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Masoneilan Dresser ValVue 2.4 Instruction Manual

Characterization Control valves are "characterized" to give a specific relationship between flow
capacity (Cv) and percent opening of the valve. The valve can be
characterized with special purpose trim or with the SVI II AP positioner.
Several characterizations are available:
™ Linear: Causes the valve to open proportionally with the input
signal. This option should be selected if non-linear trim is
used in the valve.
™ Equal Percentage (50) and Equal Percentage (30): Two
equal percentage characterizations are available, one with
R=50 and the other with R=30.
™ Quick Opening: The quick opening characterization is the
inverse to the Equal Percentage (50) characterization curve.
™ Custom Configuration: Selecting this option displays an
additional dialog where the user can enter or draw a custom
characterization curve to fit his/her needs. The curve can have
up to 9 points and points in between are linearly interpolated.
™ Camflex: Selecting the Camflex option will characterize the
valve as if it were a Masoneilan Camflex valve with settings of
Linear and Equal %50.

Figure 68 below shows the characterization curves in a graphical format.


Valve Position %

Input Signal %

Figure 68 Characterization Curves

80
Configure Screen Characterization

Custom Characterization
When you select "Custom" under Characterization, ValVue 2.4 launches a
characterization graph. A custom characterization defines the relationship
between the input signal and the output position of the valve. The
characterization may contain up to 9 XY pairs and the position is linearly
interpolated between the pairs. It is required that the first position is 0, 0 and
the last position is 100,100 (both first and last positions indicate 0 and 100
percent and are not counted as any of the 9 points allowed).
When you select "Custom Characterization" from the Configure Screen
ValVue 2.4 will launch the Custom Characterization Screen shown in Figure
69 below. There are no data points on the initial screen.

Figure 69 Custom Characterization Curve - No Data Points

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Masoneilan Dresser ValVue 2.4 Instruction Manual

Adding Data Points


1. Adding data points to characterization curve is as simple as placing
the cursor on the curve and left clicking. Figure 70 below shows the
cursor on the curve adding the first data point.

Figure 70 Adding the First Data Point


2. Continue placing the cursor on the curve in the position for the data
point and left click until you have added all data points to the curve.
Notice that the values for the data points fill the editable boxes below
the graph. Data points are added from the highest to lowest values.

Figure 71 Data Points Added

82
Configure Screen Characterization

Deleting Data Points


1. Deleting data points from the characterization is as simple as
selecting the data point on the curve and right clicking as shown in
Figure 72 below.

Figure 72 Deleting a Data Point


2. Continue selecting data points on the curve and right click until you
have deleted all data points from the curve. Notice that the values
for the data points empty from the editable boxes below the graph.
Data points are deleted from the lowest to highest values.

Figure 73 Data Points Deleted

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Masoneilan Dresser ValVue 2.4 Instruction Manual

Adjusting the Curve Points


After you have added and deleted data points you will probably want to adjust
their position to customize the characterization. There are two ways to adjust
a curve data point: by dragging or by entering values.
Dragging Data Points
Points may be moved by ‘dragging’ them to their new position, as shown in
Figure 74 below. The characterization curve must be non-decreasing and the
program will not allow a point to be added or moved to a position that would
create a decreasing segment.
To drag a data point:
1. Select the data point you would like to adjust by dragging with a left
click.
2. Holding down the left button, drag the data point to the new location.

Figure 74 Changing Curve by Dragging

84
Configure Screen Characterization

Figure 75 Custom Curve after Dragging Data Point

Entering Data Point Values


If exact positions are desired, the values may be typed in the edit boxes at the
bottom of the screen instead of graphically inserted. Enter the value and hit
the TAB key. The point is entered and the graph updated when the position
value is entered.
Clicking OK saves the changes and returns to the configuration screen.
Clicking Cancel returns to the configuration screen without saving.
Saving Custom Characterization Curves
If you would like to save the custom curve:
1. When you have completed customizing the characterization curve
click the "OK" button located at the bottom right of the
characterization graph.
2. ValVue 2.4 will launch the dialog shown in Figure 76 below. Select
"OK" if you wish to save the custom characterization data.

Figure 76 Custom Characterization Window

85
Masoneilan Dresser ValVue 2.4 Instruction Manual

Note: Clicking "OK" sets the characterization to the displayed values. These
values are not, however, saved to the SVI II AP until you return to the
Calibration Screen and apply all changes made.

Cancel Custom Configuration


Clicking Cancel on the custom configuration screen returns to the
configuration screen without changing the characterization.

Button Lock The SVI II AP comes with an optional local display and buttons for data entry.
These buttons can be used to perform basic SVI II AP setup without the need
for ValVue or a handheld. It may, however, be desirable after initial setup to
‘lock’ the buttons so that the SVI II AP parameters cannot be inadvertently
changed from the buttons. Several level of locks are provided:
™ Allow Local Buttons (level 3): Buttons on the SVI II AP are
enabled.
™ Lock Out Local Cal. - Config. (level 2): The user may use the
buttons to perform operations in normal operating mode and
manual mode, however they may not go to configure or
calibrate mode.
™ Lock Out Local Manual (level 1): The user may examine
variables in normal operating mode but may not put the valve in
manual mode (and therefore cannot get to calibrate or
configure modes).
™ Lock Out All Buttons (level 0): The buttons are disabled.

Bumpless The Bumpless Transfer option provides a means to smoothly regain control of
Transfer valve positioning when changing the mode to normal. While in manual mode,
if the controller’s setpoint were allowed to run, the setpoint would most likely
go to one of the limits. If the valve were suddenly put into manual, the input
signal would open or close the valve to its limits that would cause a significant
disturbance to the process. This option gives the operator a chance to move
the controller signal to match the valve position so that smooth resumption of
control with little disturbance will result.
When Bumpless Transfer is selected, returning to normal operating mode
from manual mode is deferred until the input signal matches the current valve
position. Either the input signal or the valve position may be changed to
match. If nothing is done, the system will slowly change the position until it
matches the signal setpoint. The time taken to move to the position is
determined by the Bumpless Time which is a number between 0 and 255 and
is approximately the number of seconds required to move the valve 100%
toward the signal position.

Near Closed The near closed value determines the value of position below which the valve
is considered ‘near closed’ by the continuous diagnostic calculations.

86
Configure Screen Position Limit Stops

Position Limit The SVI II AP allows the user to establish software limit stops. If enabled,
Stops during correct operation of the SVI II AP, the control functions of the SVI II AP
will not allow the valve position to be lower than the lower position limit or
above the upper position limit.

Note: This option does not provide mechanical stops for the valve. In an
electrical or air failure the valve will go to the fail safe position without
regard to the software limit stops.

The full open and full closed buttons will similarly ignore the settings of the
software limit stops.
Some of the diagnostic tests cannot be performed with position limit stops set.

Single/Double Acting
The Single or Double Acting fields are disabled on the Configure Screen
because whether the SVI II AP is single or double acting is determined by the
hardware configuration, set at the factory.

Air-to-Open / Air-to-Close
The user must select whether the valve is an air to open valve or an air to
close valve. This selection is used to determine whether an increasing signal
will open or close the valve.

Position Fault Limits


The user may configure how position errors are handled. A position error
occurs when the valve position differs from the requested position (from the
input signal in normal operating mode or the manual setpoint in manual mode)
by more than the Position Error Band for more than the Position Error Time 1.
When this occurs, a status flag is set which is reported during the next HART
message (only that a flag is set is reported. The user must send a Read
Status message to find out the cause of the status flag).
Currently, For the SVI and SVI II (not SVI II AP) if the error persists for Position
Error Time 2, the valve is put in failsafe position. This latter action may be
disabled by unchecking the Enable box next to the Time 2 entry. For
practical considerations, Time 2 (if enabled) must be larger than Time 1 by at
least 2 seconds. Time 1 should be at least as long as the time required to
open the valve fully or unnecessary position errors will be reported. The
maximum time is 327 seconds.

Language The SVI II AP can display its menu in English or French. This list box allows
the user to choose which should be used. Note that the ValVue program will
not be affected.

Pressure Units The user may select the units in which the actuator pressure will be reported.
Selections are psi, bar, or kpa.

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Masoneilan Dresser ValVue 2.4 Instruction Manual

Configure I/O The Configure Screen in ValVue 2.4 provides access to set up the Inputs and
Outputs of the SVI II AP.

Accessing Configure I/O


When the user clicks on the Configure I/O button on the Configure Screen
ValVue launches the I/O configure window shown below. In the Configure I/O
window you can change the following configuration parameters:
™ Output Switches
™ Digital Input
™ Input Signal Range
™ Position Retransmit
To configure the inputs and outputs:
1. Click on "Configure I/O" as shown inFigure 77 below.

Figure 77 Launching Configure I/O

88
Configure Screen Configure I/O

2. ValVue 2.4 will launch the I/O Configure window shown in Figure 78
below. Adjust the Output and Input parameters and click "OK" to
save the changes and return to the Configure Screen. Descriptions
of all the I/O settings are given below.

Figure 78 I/O Configure Window

Output Switches (DO)


The SVI II AP supports two identical contact outputs which can be logically
linked to status bits. The two output switches can be opened or closed in
response to conditions that the SVI II AP detects. These conditions are:
0. Always Normal Position - The switch is not controlled by the SVI II AP
and remains in it’s default position
1. Failsafe - The switch is activated when the SVI II AP is in failsafe mode
2. Reset - The switch is activated whenever a reset has occurred and the
switch remains activated until the SVI II AP status is cleared
3. Position Error - The switch is activated whenever a position error has
occurred and is deactivated when the position recovers to the correct
position
4. Tight Shutoff Active - The switch is activated whenever the device is in
tight shutoff (tight shutoff is on and the valve position is less than the tight
shutoff position).
5. Position Low Limit - The switch is activated whenever the valve position
is less than the position setting of this switch control
6. Position Upper Limit - The switch is activated whenever the valve
position is greater than the position setting of this switch control
7. Manual Mode - The switch is activated whenever the SVI II AP is in
manual mode, configure mode, calibrate mode, or diagnostic mode.

89
Masoneilan Dresser ValVue 2.4 Instruction Manual

The switch can be configured to default as normally open or normally closed.


Note: The contacts are OPEN when the SVI II AP is unpowered and may be
made to be open or closed when the flag is asserted after boot.

Digital Input (DI)


The SVI II AP has the ability to receive a digital signal that will be used by the
positioner software. You can enable the digital input by clicking in the
checkbox.

Input Signal Range (AI)


The Input Signal Range parameter allows the user to adjust the current range
Input Signal the low and high signal values. The low value must between 3.8
and 14 mA and the high value must be between 8 and 20.2 mA.

Position Retransmit (AO)


The SVI II AP has the ability to retransmit the position signal as an output to
another device with 4 - 20 mA current output proportional to position.

90
Configure Screen Configure Context Menu

Configure When the user right clicks on the Configure screen, a context menu shown in
Context Menu Figure 79 below appears.

Figure 79 Configure Screen Context Menu


The following items are on the Configure context menu.
™ Custom Linearization - Recomputes the position scale so that
when the open stop adjustment is edited, and is only a percent
of the full stops, ValVue 2.4 will read and display the edited
open stop adjustment as 100%
™ Detach Trend - Removes the Trend display from the anchored
tab format and creates a separate trend display
™ Help - Displays the help file at the Configure Screen
instructions

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Masoneilan Dresser ValVue 2.4 Instruction Manual

Custom Linearization
When mounted on a reciprocating valve, a small non-linearity in the reported
valve position versus actual valve position may result from the linkage
configuration. This non-linearity can be corrected using a custom
characterization that matches the specific linkage used. The custom
linearization procedure automatically generates this custom characterization.
Custom characterization must be the selected configuration option to use the
generated curve. This option is selected automatically when the user clicks
OK to accept the displayed curve.
Two types of linkages are modeled: simple and compound. Most Masoneilan
linkages use the compound linkage system. See Simple - Compound Linkage

1. Select "Custom Linearization" in the Configure Context Menu (right


click on the Configure Screen). ValVue 2.4 will launch the Custom
Linearization dialog shown in Figure 80 below.

Figure 80 Custom Linearization Dialog

92
Configure Screen Configure Context Menu

Levers
Using ValVue 2.4 you can customize both simple and compound lever
Simple Lever
The simple lever has the pivot point (the potentiometer in the SVI II AP)
mounted a fixed distance (L1) from the valve stem pickup point. In order to
compute the proper correction curve, the stroke length, the distance from the
pivot to the valve stem pickup point and the valve position at horizontal must
be entered. Clicking Simple will compute the correction and display the curve.
Compound Lever
The compound lever linkage has two lever segments attached at one end to
the pivot and the other end to the valve stem pickup point. In order to
compute the proper correction curve, the user must enter the stroke length,
first lever segment length (L1), second lever segment length (L2), the distance
from the pivot to the valve stem pickup (L3), the valve position at horizontal.
Clicking Compound will compute the correction and display the curve.
Most Masoneilan linkages use a linkage with L3 equal to L1, i.e. the second
lever arm is vertical when the first lever arm is horizontal. The correction
computation will correctly compute the correction curve when L3 is not equal
to L1, however L3 must be greater than 0 which requires that the valve stem
pickup not be lined up with the pivot and that the pickup be on the same side
of the pivot as the link between the first and second lever segments.
2. After entering all lever parameters, click on the lever type
(Compound lever in Figure 81 below).

Figure 81 Selecting Lever Type

93
Configure Screen Configure Context Menu

3. ValVue 2.4 will then display the rotation angle for the custom
linearization. Click on "OK" to continue.

Figure 82 Rotation Angle Dialog


4. After closing the Rotation Angle dialog, ValVue 2.4 will display the
custom linearization in a custom characterization graph as shown in
Figure 83 below.
5. To save the custom characterization data click on "OK" or "Cancel"
to discard characterization changes and return to the Configure
Screen.

Figure 83 Custom Linearization Graph

6. ValVue 2.4 will launch the dialog shown in Figure 84 below. Click
"OK" to save the custom characterization data

Figure 84 Saving Custom Linear Characterization

94
Configure Screen Applying Configuration Changes

Applying After you have made all the necessary configuration changes you must apply
Configuration the changes at the top level of the Configure Screen.
Changes To apply all configuration changes:
1. Click on "Apply" as shown in Figure 85 below. Clicking Apply
causes any changes made in the Configure or Calibrate screens to
be written immediately to the SVI II AP.

Figure 85 Applying Configuration Changes

95
Calibrate Screen
9
What you can From the Calibrate Screen (see Figure 86 below) the user can calibrate:
do on the ™ Signal
Calibrate ™ Pressure
Screen ™ Advanced Parameters (PID Position tuning parameters)
™ Valve Travel

Figure 86 Calibrate Screen

96
Calibrate Screen Signal Calibration Procedure

Signal The Calibrate Screen allows the user to recalibrate the signal sensor in the
Calibration SVI II AP. The sensor is calibrated at the factory and does not usually require
Procedure recalibration, but if needed, this dialog provides a convenient method.

Note: The Reset to Factory selection in the Calibrate context menu (right
click) returns the calibrations to those that were set at the factory.

The currently measured value of the primary input is displayed and can be
compared to reference signals to see if recalibration is necessary. Calibrating
the primary signal can be done most easily with a variable current source.
ValVue 2.4 allows you to perform a low signal and high signal calibration.

Low Signal Value Calibration


1. Click the Calib. Signal button as shown in Figure 87 below.

Figure 87 Starting Signal Calibration

97
Calibrate Screen Signal Calibration Procedure

2. A dialog will popup indicating that the calibration will be changed.


Click on "OK" to continue with the Signal Calibration.

Figure 88 Starting Signal Calibration

3. ValVue 2.4 will launch a dialog with a blank field for entering the low
or high signal value, in mA.

Figure 89 Signal Calibration Dialog

4. Enter the low value (between 3.5 and 8.0 mA) for in the Signal Value
field. Click "Set as Low Value".

Figure 90 Setting Signal Low Value

98
Calibrate Screen Signal Calibration Procedure

Low Signal Value Warning


5. If you enter a low signal value outside the range of 3.5 to 8.0 mA,
ValVue 2.4 will issue the warning displayed in Figure 91 below.
Click on "OK" to continue and return to the Calibrate Screen.

Figure 91 Low Signal Calibration Warning

High signal Value Calibration


1. Click the Calib. Signal button as shown in Figure 87 on page 97.
2. A dialog will popup indicating that the calibration will be changed as
shown in Figure 88 on page 98. Click on "OK" to continue with the
Signal Calibration.
3. ValVue 2.4 will launch a dialog with a blank field for entering the low
or high signal value, in mA as shown in Figure 89 on page 98.
4. Enter the high value (between 16.0 and 21.0 mA) for in the Signal
Value field. Click "Set as High Value".

Figure 92 Setting Signal High Value

99
Calibrate Screen Pressure Calibration Procedure

High Signal Value Warning


5. If you enter a low signal value outside the range of 16.0 to 21.0 mA,
ValVue 2.4 will issue the warning displayed in Figure 91 below.
Click on "OK" to continue and return to the Calibrate Screen.

Figure 93 High Signal Calibration Warning

Pressure Note: Prior to performing pressure calibration all air must be turned off and
Calibration all pressures vented. This procedure references a measuring
Procedure instrument capable of reading +/- 0.01 psig.

The Calibrate Screen allows the user to recalibrate the pressure sensor in the
SVI II AP. The sensor is calibrated at the factory and does not usually require
recalibration, but if needed, this dialog provides a convenient method.
The currently measured value of pressure is displayed and can be compared
to reference pressures to see if recalibration is necessary.
To recalibrate the pressure sensor:
1. Click the Calib. Pressure button (see Figure 94 below).

Figure 94 Starting Pressure Calibration


2. A dialog will popup. Click “OK” to continue

100
Calibrate Screen Pressure Calibration Procedure

Figure 95 Calibrate Pressure Dialog

3. After calibrating the pressure sensors ValVue 2.4 will display a


dialog, shown in Figure 96 below, that the calibration has been
changed. Click "OK" to close the dialog and return to the Calibrate
Screen.

Figure 96 Pressure Calibration Changed Dialog

Pressure Calibration Failure


If ValVue 2.4 detects an error when performing pressure calibration, the
calibration will abort and the dialog displayed in Figure 97 below.
1. Click "OK" to close the dialog and return to the Calibrate Screen.
Troubleshoot the problem prior to performing pressure calibration a
second time.

Figure 97 Calibration Failure Dialog

101
Calibrate Screen Advanced Parameters

Advanced ValVue allows the user to fine tune the SVI II AP with the addition of advanced
Parameters calibration parameters. When you click on the “Advanced Parameters” on the
Calibrate Screen ValVue launches the Advanced Parameter window where
you can adjust:
™ Dead Zone
™ Beta
™ Position Compensation Coefficient
™ Boost
™ Stroke Time
To adjust the advanced parameters:
1. Click on "Advanced Parameters" as shown in Figure 98 below.

Figure 98 Starting Advanced Parameters

102
Calibrate Screen Advanced Parameters

2. ValVue 2.4 will launch the Advanced Tuning Parameters dialog


shown in Figure 99 below. Refer to Table 8 below for parameter
descriptions.

Figure 99 Advanced Parameters Dialog

Table 8 Advanced Tuning Parameters

Tuning Parameter Description

Dead Zone When the valve position is within the setpoint +/- the dead zone, no additional
position control is performed. This value is normally 0%, however for high
friction valves (e.g. valves with graphite packing) a higher dead zone (%) will
help avoid limit cycling due to the stick/slip action of the valve. In these cases
the dead zone chosen might be 0.5% to 1%.

Beta Beta is nonlinear gain factor, ranging from -9 to 9. When beta is 0, the position
controller gain is linear. Otherwise the gain is function of error. The larger the
beta, the smaller the gain for small error. Typical beta value for a valve position
controller is 7 or 8.

Position Compensation The response of a valve is different when it is nearly closed than when it is nearly
Coefficient open. The position compensation coefficient, a number between 0 and 9, allows
the user to make adjustments to try to equalize the valve response. The normal
value is 6.

Boost The boost field in the PID adjustments controls a supplemental pressure or boost
to speed up initial valve response. Valve response is the amount of time it takes
for the valve to go from setpoint to 100%

Stroke Time Amount of time in seconds required for the valve to be completely stroked.

103
Calibrate Screen Calibrate Context Menu

Calibrate When the user right clicks on the Calibrate screen, a context menu shown in
Context Menu Figure 100 below appears.

Note: Most functions available in the Calibrate context menu are used for
advanced SVI II setup and are only accessible when ValVue 2.4 is in
the setup mode. Refer to “Advanced Setup with ValVue 2.4” on
page 134 of this manual for further instructions.

Figure 100Calibrate Screen Context Menu


The following items are on the Calibrate context menu.
™ Run Find Stops - Runs the automatic position calibration
process
™ Manual Find Stops - Allows the user to set the position
calibration by moving the valve full closed and full open. On
very large valves, the automatic find stops routine may timeout
before the valve has reached the end of travel. Manual find
stops allows calibration of these valves.
™ Open Stop Adjustment - Recomputes the position scale so
that at the value entered in the open stop adjustment edit box
as a percent of full stops, the position will read 100%
™ Run Auto Tune - automatically finds appropriate PID
parameters for the valve

104
Calibrate Screen Calibrate Context Menu

™ Full Open - Moves the valve to full open. This command work
by taking the valve out of closed loop control and send a high
or low signal to the I/P.
™ Full Closed - Moves the valve to full closed. This command
works by taking the valve out of closed loop control and sends
a high or low signal to the I/P.
™ Set Valve Position - Allows the user to set the valve to a
specific position (this is accomplished by momentarily returning
to manual mode, repositioning the valve, and returning to setup
mode).
™ Reset to Factory Cal - Resets the signal and pressure
calibration to their factory settings.
™ Detach Trend - Removes the trend display from the tabbed
dialog and creates a separate trend display.
™ Help - Displays the help file at the Calibrate screen
instructions.

Reset to Factory Cal


When you select "Reset to Factory Cal" from the Calibrate context menu,
ValVue 2.4 displays the dialog shown in Figure 101 below. Resetting Factory
Calibration will restore the calibration data for all sensors.
To reset calibration parameters:
1. Click "OK".
2. If you do not want to reset, click "Cancel".

Figure 101Reset to Factory Cal Dialog

105
Calibrate Screen Applying Calibration Changes

Applying After you have made all the necessary calibration changes you must apply the
Calibration changes at the top level of the Calibrate Screen.
Changes To apply all calibration changes:
1. Click on "Apply" as shown in Figure 102 below. Clicking Apply
causes any changes made in the Configure or Calibrate screens to
be written immediately to the SVI II AP.

Figure 102Applying Calibration Changes

106
Diagnostics Screen
10
What you can The Diagnostics Screen (Figure 103) displays positioner tag information, the
do on the current continuous diagnostics information (updated every time the
Diagnostics Diagnostics Screen is selected). It provides access to the diagnostic tests,
Screen and displays test results in the Results window.
From the Diagnostics screen the user can run Standard Actuator Signature
tests, Step Response tests, Ramp tests, and Extended Actuator Signature
tests.

Diagnostic Tests
Tag Information

Continuous Diagnostics

Diagnostics Results Window

Figure 103 Diagnostics Screen

107
Diagnostics Screen Diagnostic Tests

Tag Information
The Diagnostics Screen displays the Tag information for the active SVI II AP.
The Tag information is only displayed on the Diagnostics Screen and cannot
be changed (change tag info on the Monitor or Configure Screens).

Continuous Diagnostics
The Continuous Diagnostics window displays the continuous diagnostic data
including:
™ Number of full strokes the valve has made
™ Number of cycles (direction changes)
™ Time the valve has spent open
™ Time the valve has been closed
™ Time the valve has spent throttling near the seat

Diagnostic The SVI II AP allows four diagnostic tests to be performed:


Tests 1. Standard Actuator Signature (/AD)
2. Step Test (ISD, /AD)
3. Ramp Test (ISD, /AD)
4. Extended Actuator Signature (/AD)

Performing Diagnostic Tests


ValVue 2.4 makes the process for performing diagnostic test as simple as:
1. Select the test you would like to perform.
2. Adjust the test parameters if necessary.
3. Click "Perform Diag." (Perform Diagnostics).

After you first run a diagnostic test, the main Diagnostics Screen changes with
the addition of three buttons below the list of tests:
™ View Current Diag
™ Save Diag
™ View Saved Diag
View Current Diag
After performing a diagnostic test and returning to the Diagnostics Screen,
you may want to view the diagnostic graph again. To view the diagnostic
graph from the current test:
1. Click "View Current Diag.".
2. ValVue 2.4 will launch the Diagnostic Graph of the most recently
executed diagnostic test.

108
Diagnostics Screen Diagnostic Tests

Save Diag
After performing a diagnostic test and returning to the Diagnostics Screen,
you may want to save the diagnostic graph and data. To save the diagnostic
graph from the current test:
1. Click "Save Current Diag.".
2. ValVue 2.4 will launch the Windows browser. Locate the folder in
which you would like to save the diagnostic graph and data. The file
is saved using ValVue 2.4’s dgn format.

View Saved Diag


ValVue 2.4 allows you to view previously saved diagnostic graphs and data.
To view saved diagnostics:
1. Click "View Saved Diag.".
2. ValVue 2.4 will launch an empty Diagnostic Graph.
3. To view a saved graph, click on "Select Curve"
4. ValVue 2.4 will launch a dialog containing a list of signature
locations.
5. Choose the type of saved signature curve for viewing.
6. Signatures saved in files will launch a Windows browser to locate
the file.
7. Once the signature curve is selected, the graph will displayed in the
Diagnostic Graph window.

Standard Actuator Signature (Std. Actuator Sig.)


The Standard Actuator Signature Test is a response time test that measures
the time for the valve to go from full closed to full open and the time for the
valve to go from full open to full closed. For an SVI II AP/AD this test
measures the friction, spring range and response time.
To run the Standard Actuator Signature diagnostic:
1. Select "Std. Actuator Sig." on the Diagnostics Screen.
2. Adjust the Speed Level if desired by clicking in the field and entering
a new value. The speed level is the rate of speed at which the test is
performed, with "1" being the slowest and "10" being the fastest.
(The default speed level is 4.)
3. Click on "Perform Diag"
4. Save the signature to the SVI II AP and/or to a file.

109
Diagnostics Screen Diagnostic Tests

Speed Level

Figure 104 Performing Standard Actuator Signature Test

5. During the Standard Actuator Signature test, a dialog will be


displayed indicating running time. You can also cancel the current
or all tasks from this dialog.

Figure 105 Standard Actuator Signature Test Progress

110
Diagnostics Screen Diagnostic Tests

6. When ValVue 2.4 has completed the Standard Actuator Signature


diagnostics a dialog will be displayed indicating the test is complete
and the elapsed time for completion. To proceed click on
"Continue".

Figure 106 Standard Actuator Signature Test Complete

7. During the Standard Actuator Signature test the positioner is slowly


moved from the starting position to the ending position and back and
the two curves (up and down) are measured and displayed in the
Diagnostic Graph as shown in Figure 107 below.

Select Curve
Signature 1
Data Points
Select curve
Signature 2

Figure 107 Standard Actuator Signature Diagnostics Graph

111
Diagnostics Screen Diagnostic Tests

Diagnostic Graph Features


There are several features on the Diagnostic Graphs that allow you to view
and save diagnostic data:
™ Show Data Points
™ Show Diagnostic Info
™ Export to Excel
™ Capture to Clipboard
™ Select Curve
Show Data Points
When you select "Show Data Points" the Diagnostic Graph will display a tick
mark on the graph for all available data points as shown in Figure 107.
Export to Excel
When you select "Export to Excel", ValVue 2.4 launches Excel with the
Diagnostic Graph data exported into an Excel spreadsheet. You must then
save the data as an Excel file.

Note: If there is no curve displayed in the graph ValVue 2.4 will display an
error message "No curves to export".

Capture to Clipboard
When you select "Capture to Clipboard", ValVue 2.4 will capture the
diagnostic graph to the Windows clipboard. Open any Windows program that
can process images, such as Microsoft Word or WordPad, and paste the
image of the diagnostic graph.

112
Diagnostics Screen Diagnostic Tests

Selecting Curves
ValVue 2.4 allows to view two positioner signatures in addition to the current
signature. The two other signatures, represented by blue and black curves,
can be displayed in the Diagnostic Graph.
To select a curve:
1. Click on "Select Curve" in the Diagnostic Graph window (see Figure
108 below).

Select Curve
Signature 1
Select curve
Signature 2

Figure 108 Select Curve (Signature 1)

113
Diagnostics Screen Diagnostic Tests

2. ValVue 2.4 will then launch the dialog shown below.

Figure 109 Select Curve Dialog


3. In the Choose Signature Curve dialog select the signature type and
click "OK". If the signature curve is from a file ValVue 2.4 will launch
a Windows browser to locate the file. The signature curve will then
be displayed in the Diagnostic Graph window.

Figure 110 Select Baseline Signature from Dump File

114
Diagnostics Screen Diagnostic Tests

Show Diagnostic Info


Diagnostic Info launches a dialog that displays the diagnostic information
gathered for the selected signatures.
To show diagnostic info:
1. In the Diagnostic Graph window, click on "Show Diagnostic Info" as
shown in Figure 111 below. (The Diagnostic Graph shows the
current curve and a selected saved curve, Signature 1, in blue.)

Figure 111 Show Diagnostic Info

2. ValVue 2.4 will launch the Diagnostic Information dialog that


displays the data for the curves in the Diagnostic Graph. Click on
"OK" to close the dialog.

Figure 112 Diagnostic Information

115
Diagnostics Screen Diagnostic Tests

Step Test
The Step Test produces a time vs. position graph where the valve is submitted
to a stepped input. The graph can contain data for 2 to 60 seconds of data
with data taken up to every 0.05 seconds. The step profile may contain
multiple steps. To run a step profile, the user must enter the starting position,
the ending position, the pause between each step, the step size, and whether
or not to measure both up and down steps.
The step test will start at the starting position and will make steps according to
the size specified in ‘step’ until the ending position is reached. For each step,
the SVI II AP will measure the position at even time intervals for the amount of
time specified in ‘time’. If 2-way is specified, when the end position is
reached, the procedure is repeated from the end position to the start position.
To run the Step Test:
1. In the Diagnostic Screen select "Step Test". The parameters
necessary to run the Step Test will become active to the right of the
Diagnostic Tests.
2. If necessary, adjust the following parameters:
™ Start Position (%)
™ Stop Position (%)
™ Time (s)
™ Sample Rate (samples/s)
™ Step Size (%)
™ One Way or Two Way
3. Click on "Perform Diag".

Figure 113 Step Test

116
Diagnostics Screen Diagnostic Tests

4. While the Step Test is running, Valvue 2.4 will display a progress
dialog.

Figure 114 Step Test Running

5. Upon completion of "Step Test" ValVue 2.4 will display a "Signature


Complete" message. Click on "Continue" to close the dialog.

Figure 115 Step Test Complete

117
Diagnostics Screen Diagnostic Tests

6. After closing the Step Test dialog, ValVue 2.4 will display the Step
Test Diagnostic Graph shown in Figure 116 below.
7. When you are finished viewing/saving the graph (refer to “Diagnostic
Graph Features” on page 112), click on "Close" to return to the
Diagnostics Screen.

Figure 116 Diagnostics Graph for Step Test

Diagnostic Info for Step Test


Clicking on "Show Diagnostic Info" displays the analysis for each step as
shown in Figure 116 below.

Figure 117 Step Test Diagnostic Information (Diag Info)

118
Diagnostics Screen Diagnostic Tests

Ramp Test
The Ramp Test produces a position vs. input signal graph for both increasing
and decreasing signal. The signal is a simulated signal so linearity cannot be
checked.
1. In the Diagnostic Screen select "Ramp Test". The parameters
necessary to run the Ramp Test will become active to the right of the
Diagnostic Tests.
2. If necessary, adjust the following parameters:
™ Start Signal (mA)
™ Stop Signal (mA)
™ Number of Samples
3. Click on "Perform Diag".

Figure 118 Ramp Test

119
Diagnostics Screen Diagnostic Tests

4. While the Ramp Test is running, Valvue 2.4 displays a progress


dialog.

Figure 119 Ramp Test Running

5. Upon completion of Ramp Test Valvue 2.4 displays a Signature


Complete message. Click on "Continue" to close the dialog.

Figure 120 Ramp Test Complete

120
Diagnostics Screen Diagnostic Tests

6. After closing the Ramp Diagnostics dialog, ValVue 2.4 displays the
Ramp Test Diagnostic Graph shown in Figure 121 below.
7. When you are finished viewing/saving the graph, click on "Close" to
return to the Diagnostics Screen.

Figure 121 Ramp Test Diagnostic Graph

121
Diagnostics Screen Diagnostic Tests

Extended Actuator Signature (Extended Act. Sig.)


The extended actuator signature slowly ramps the pressure to the actuator up
and down over a user selected position range and measures the position vs.
pressure. The signature is useful for determining valve friction and for
identifying performance problems at specific valve positions.
To perform the Extended Actuator Signature Diagnostic test:
1. Select "Extended Act. Sig.
2. Adjust the "Start Position", "Stop Position" and "Speed Level"
parameters if necessary.
3. Click on "Perform Diag".

Figure 122 Performing Extended Actuator Signature Diagnostic Test

122
Diagnostics Screen Diagnostic Tests

4. While the Extended Actuator Signature test is running, Valvue 2.4


displays a progress dialog.
5. When the test is complete, the dialog will indicate completion. Click
on Continue to close the dialog.

Figure 123 Extended Actuator Signature Test Complete


6. After closing the Extended Actuator Diagnostics dialog, ValVue
displays the Extended Actuator Diagnostic Graph shown in Figure
124 below.
7. When you are finished viewing/editing/saving the graph, click on
"Close" to return to the Diagnostics Screen.

Figure 124 Extended Actuator Signature Test Diagnostic Graph

123
Diagnostics Screen Diagnostics Context Menu

Diagnostics The Diagnostics context, right click menu is displayed below and contains the
Context Menu following selections:
™ View Diagnostic Graph - Displays the diagnostic graph from
the most recent diagnostic test.
™ Save Diagnostic Data to File - Launches Windows browser to
select or create data file, for saving diagnostic data.
™ Save Signature in SVI II AP - Saves the current signature in
SVI II AP, that can be recalled from "Select Curve" in the
Diagnostic Graph.
™ Reset Continuout Diagnostics - Resets the continuous
diagnostics.
™ Detach Trend - Removes the Trend display from the tabbed
dialog and creates a separate trend display.
™ Help - Displays the on-line help at the Diagnostics Screen
instructions.

Figure 125 Diagnostics Context Menu

124
Diagnostics Screen Diagnostics Context Menu

Reset Continuous Diagnostics


When you select "Reset Continuous Diagnostics" from the Diagnostics
context menu, ValVue 2.4 displays the dialog shown in Figure 126 below.
This will set the historical counters to "0".
To reset continuous diagnostics:
1. Click "OK".
2. If you do not want to reset, click "Cancel".

Figure 126 Diagnostics "Reset Continuous Diagnostics" Dialog

125
Status Screen
11
What you can The Status Screen allows you to see at a glance the operating and internal
do on the Status status of the SVI II AP. The screen is divided into three separate sections for
Screen Operation, Firmware, and Circuit. Green indicates no faults, yellow indicates
error conditions that can occur in normal operation (not faults) that may
presently exist or have historically existed, and red indicates a fault.
On the Status Screen you can reset the Current Fault or All Faults (Current
and Historical).

Figure 127 Status Screen

126
Status Screen Clear Current Faults

Clear Current When you click the "Clear Current Faults" ValVue resets the status in the SVI
Faults II AP for all current faults only. The buttons on the Status Screen indicating
the current faults will revert to green, if the condition is no longer valid.

Clear All Faults When you click the "Clear All Faults" button ValVue resets the status bit in the
SVI II AP for all faults, both historical and current. The buttons on the Status
Screen indicating the current and historical faults will revert to green.

Status Code
List
Fault Definitions
The list below provides a definition for each indicated device fault
™ LOW POWER: Indicates that the signal is below 3.2 mA.
™ MARGINAL POWER: Indicates that the signal is between 3.2
mA and 3.75 mA
™ RESET OCCURRED: A reset has occurred either because of
a power interruption or because of an external request for
reset.
™ POSITION ERROR: The valve failed to go the requested
position within the required time.
™ BIAS OUT OF RANGE: The I/P input signal has reached its
limits without the valve reaching the proper position.
™ AUTOTUNE FAILED: The autotune process failed to find
reasonable values for PID.
™ FIND STOPS FAILED: The calibration procedure for position
failed to find reasonable values. While searching for actuator
stops, the magnet array rotated out of range
™ CALIBRATE FAILED: The pressure or signal calibration failed
because the values were out of range
™ STANDARD DIAGNOSTIC FAILED: The standard actuator
signature failed to complete.
™ EXT DIAGNOSTIC FAILED: The extended actuator signature
failed to complete.
™ CONFIGURATION CHANGED: The user has changed one or
more of the configuration or calibration values since the last
time this flag was cleared.
™ ACTUATOR ERROR1: Air pressure is insufficient or the
calibration of the valve position endpoint has significantly
changed.
™ SELF CHECK FAILURE: On startup, the SVI II AP did not
pass a self check.
™ SOFTWARE ERROR: An inconsistency has been detected
within the SVI II AP.
™ DATA OVERRUN: The SVI II AP is not processing acquired
data.

127
Status Screen Status Code List

™ POSITION SENSOR ERROR: The HALL position sensor is


defective.
™ CURRENT SENSOR ERROR: The input signal measurement
sensor has failed.
™ REFERENCE VOLTAGE_ERROR: The primary reference
voltage inside the SVI II AP is incorrect and all other
measurements will likely be affected.
™ INTERNAL TEMP ERROR: Internal temperature of the SVI II
AP is below or above the rated temperature; -58 deg. F to 185
deg. F (-50 deg. C to 85 deg. C).
™ EEPROM WRITE FAILED: A write to the SVI II AP’s internal
memory failed.

128
Status Screen Status Code List

HART Device Status Command Bytes


Table 9 below lists all Bytes and their correlating fault bits in the HART Device
Status Command.

Table 9 LCD Error Messages


LCD Description Action Cause
RESET Reset occurred due to command or power up. Always present Warning Normal operation on power up always
after power up. sets RESET. RESET is sent by HART
communications. Use CLEAR ERR to
remove warning
LOW POWER Input current < 3.6 mA Takes the device to low
power
ACT ERR Positioner unable to position a valve normally Warning
AIR LOW Supply pressure is < 10 psi (.69 bar, 69 kPa). Otherwise I/P Warning Mechanical or pneumatic problem
pressure is below 0.8 psi (.05 bar, 5.5 kPa)
POS ERR The position error exceeds configured limit for more than Warning after T1 and Pneumatic/ mechanical, configuration,
configured time Failsafe loose magnet
KEYBOARD LCD/Button Failure Warning Damaged buttons or LCD electronics
MARGN PWR Input signal is insufficient to proceed
CALIB ERR Calibrate failed Warning Invalid values for current calibration
and input range by HART commands
STOP ERR Calibration error. Find STOPS was unsuccessful. Warning Configuration, calibration
TUNE ERR Auto tune failed Warning Mechanical or pneumatic problem
causes tuning failure
STD DIAG A standard diagnostic procedure failed to complete Warning Pneumatic / mechanical, configuration
EXT DIAG An extended diagnostic procedure failed to complete Warning Pneumatic / mechanical, configuration
CMD STOP HART command aborted Warning Bad data range or data limitation
BIAS ERR Position algorithm error in output bias Warning Pneumatic/ mechanical
I/P LIMIT I/P current too high or too low Warning Electronic hardware
TEMP ERR Internal circuit temperature high (>80 deg. C, 176 deg. F) or Warning Environment
low (<-40 deg. C, -40 deg. F)
NVM ERR_R An FRAM record and its copy both have CRC errors Failsafe
RAM ERR RAM data item had a bad checksum Warning
FLASH ERR Flash memory failed checksum test Failsafe Flash memory failed checksum test
STACK ERR A valid hidden record (in RAM) existing upon reset indicating Warning
that a stack overflow had occurred
FCTRYMODE Factory mode failure Failsafe
NVM ERR-T An FRAM record and its copy both have CRC errors Warning
REF VOLT Temperature compensated I/P current is out of range Failsafe
POS SENSR Internal error in Hall Effect sensor Warning Electronic hardware
SIG SENSR Internal error in sensing of 4 - 20 mA Warning Electronic hardware
PRES1 ER Temperature compensated pressure sensor 1 reading is Warning
outside the range
PRES2 ER Temperature compensated pressure sensor 2 reading is Warning
outside the range
PRES3 ER Temperature compensated pressure sensor 3 reading is Warning
outside the range or supply pressure recorded is >120 psi
(8.28 bar, 828 kPa)

PRES4 ER Temperature compensated pressure sensor 4 reading is Warning


outside the range or pilot pressure recorded is >120 psi (8.28
bar, 828 kPa)
PRES5 ER Temperature compensated pressure sensor 5 reading is Warning
outside the range
NVM ERR-W Writer to FRAM fails or data repairing in FRAM fails Warning

129
Status Screen Status Context Menu

Table 9 LCD Error Messages


LCD Description Action Cause
IRQ FAULT Valid hidden record (in RAM) existing upon reset that indicates Warning
that an illegal interrupt occurred
DATA ERR Internal software error data overrun Failsafe CPU/firmware
MCU ERR 1 Micro-Controller Self Check failed Failsafe
SW ERR Software self check error Failsafe CPU/firmware

Status Context When you right clicks on the Status Screen, a context menu appears as
Menu shown in Figure 128 below. The context menu contains only a link to Status
on-line help.

Figure 128 Status Screen Context Menu

130
Check Screen-
Advanced 12
Troubleshooting
What you can From the Check Screen shown in Figure 129 the user can monitor and set
do on the Check some of the basic parameters: Set I/P, Unset I/P, Full Open, Full Closed and
Screen Detach Trend. The Check Screen is used primarily for troubleshooting.
Setting any parameter on the Check Screen requires the use of the Context
Menu (right click) or the Tools Menu. To perform any action on the Check
Screen ValVue 2.4 must be in the Setup mode.

Figure 129 Check Screen

131
Check Screen- Advanced Troubleshooting Information Displayed

Information The Check Screen is used for troubleshooting and displays the operating
Displayed parameters of the SVI II AP including:
™ Tag Information
™ Position
™ Lower Stop
™ Raw Position
™ Upper Stop
™ Current
™ Raw Signal
™ Pressure reading
™ Board Temperature reading
™ Minimum Temperature
™ Maximum Temperature
™ I/P Reading
™ Set I/P field

Check Context The Check context, right click menu is displayed Figure 130 on page 133 and
Menu described below.
When the user right clicks on the Check screen, a context menu appears.
The following items will be on the menu.
™ Set I/P - Removes the valve from normal control and applies a
constant signal (using the value in the Set I/P edit box) to the
SVI II AP’s I/P
™ UnSet I/P - Turns off Set I/P and returns the valve to normal
control
™ Full Open - Moves the valve to full open. This command work
by taking the valve out of closed loop control and send a high
or low signal to the I/P.
™ Full Closed - Moves the valve to full closed. This command
works by taking the valve out of closed loop control and sends
a high or low signal to the I/P.
™ Detach Trend - Removes the trend display from the tabbed
dialog and creates a separate trend display
™ Help - Displays the on-line help at the Check screen
instructions

132
Check Screen- Advanced Troubleshooting Set I/P

Set I/P Setting the I/P removes the valve from normal control and sends a constant,
user defined signal to the I/P. This is useful for troubleshooting. This
command is only available in Setup mode.
To set the I/P:
1. Enter a number between 1 and 55000 in the Set I/P edit box (see
Figure 130 below).
2. Right click to pop up the context menu and select Set I/P (or use the
Tools menu). The indicator should appear red.
To resume normal control, right click to pop up the context menu and select
"UnSet I/P". Returning to Manual or Normal mode also returns the valve to
control.

I/P Indicator

Set I/P Edit Box

Figure 130 Check Screen Context Menu

133
Advanced Setup with
ValVue 2.4 13
Methods to Set There are two methods of setting up the SVI II AP with ValVue:
Up the SVI II AP 1. Run Setup Wizard from the Monitor Screen
2. Advanced Setup of the SVI II AP by and advanced user

The Setup Wizard automatically runs through the specified setup routines and
is executed from the Monitor Screen. The Setup Wizard is the preferred and
recommended method for initializing an SVI II AP (refer to “Setup Wizard” on
page 55 of this manual for instructions).

Advanced An advanced user may want to customize the setup beyond the parameters
Setup provided by the Setup Wizard.

Steps to Set Up SVI II AP


To set up the SVI II AP:
1. Configure the SVI II AP.
™ Read and Set Configuration Parameters
2. Calibrate the SVI II AP.
™ Run Find Stops
or
™ Manual Find Stops
™ Run AutoTUNE
™ View Calibration Parameters

Note: Before making any configuration or calibration changes ValVue 2.4


must be in "Setup" mode. If you need to change modes click on the
"Change Mode" button, select "Setup" and click "OK".

Configuration Refer to “Configure Screen” on page 78 of this manual for all configuration
Parameters instructions.

134
Advanced Setup with ValVue 2.4 Calibration Steps

Calibration
Steps
Run Find Stops
To determine valve position, the positioner must measure and save the closed
and open positions of the valve. This can be done automatically by running
the Find Stops procedure from the Calibrate screen.
The SVI II AP will first exhaust the actuator and measure the position, then fill
the actuator and measure the position. From these measurements the valve
position can be determined. Correction can be made for nominal valve travel
if it is less than full travel. A progress screen is displayed while the find stops
process is running.
To run Find Stops from the Calibrate screen:
1. Right click in the screen area until the Calibrate context menu
appears. In the Calibrate context menu select “Run Find Stops”.

Figure 131 Selecting "Run Find Stops"

135
Advanced Setup with ValVue 2.4 Calibration Steps

2. ValVue 2.4 will launch the dialog shown in Figure 132 below. Click
"OK" to start Find Stops.

Figure 132 Starting "Run Find Stops"

3. When Find Stops is complete, ValVue 2.4 will launch the dialog
shown Figure 133 below. Click on "Continue" to close the dialog
and return to the Calibrate Screen.

Figure 133 Starting "Run Find Stops"

136
Advanced Setup with ValVue 2.4 Calibration Steps

Manual Find Stops


On some actuators, it is possible that the automatic Find Stops procedure will
not find the correct end positions of the travel. A semi-automatic method of
calibrating the stop positions is provided.
When Manual Find Stops is selected, the valve will be moved to full closed
and you will be asked to respond when the valve has reached the closed
position. The valve will then be moved to full open and you will be asked to
respond when the valve has reached the full open position.
For some valves where the travel exceeds the nominal travel of the valve,
see “Open Stop Adjustment” on page 139 for details about how to trim the
open stop.
To run Manual Find Stops:
1. In the Calibrate context menu, select "Manual Find Stops" as shown
in Figure 134 below.

Figure 134 Selecting Manual Find Stops

137
Advanced Setup with ValVue 2.4 Calibration Steps

2. ValVue 2.4 will launch the dialog shown in Figure 136 below. Click
on "OK" to continue.

Figure 135 Stroke Valve Dialog

3. ValVue 2.4 will move the valve to the fully closed position and launch
the dialog shown in Figure 136 below. Observe the valve. When
the valve is fully closed click on "OK".

Figure 136 Valve Closed Dialog

138
Advanced Setup with ValVue 2.4 Calibration Steps

4. ValVue 2.4 will then move the valve to the fully open position and
launch the dialog shown in Figure 137 below. Observe the valve.
When the valve is fully closed click on "OK".

Figure 137 Valve Open Dialog

Open Stop Adjustment


Recomputes the position scale so that at the value entered in the open stop
adjustment edit box as a percent of full stops, the position will read 100%
In some valves the travel exceeds the nominal valve travel. The SVI II AP
allows the user to compensate for this so that the valve position reads 100%
at the nominal travel.
To make this correction, enter 100 in the Open Stop Adjustment edit box and
select Find Stops from the context menu. This will calibrate the position with
the full travel of the valve. Return to the manual mode and adjust the valve to
its nominal travel and note the position reading. Return to Calibrate mode,
enter the position that was measured at nominal travel into the Open Stop
Adjustment edit box and select Open Stop Adjustment from the menu. The
valve will now read 100% at the nominal travel of the valve.

Full Travel Before Open Stop


100% 20 mA After Open Stop

100% 20 mA

0 4 mA
0 4 mA

Figure 138 Open Stop Adjustment Diagram

139
Advanced Setup with ValVue 2.4 Tri-Loop Configuration

Tri-Loop Here’s a simplified schematic showing the connection between the SVI II a
Configuration Tri-Loop and a control system.
Remember that the input channel from the control system must have an
impedance of at least 250 ohms or else the HART signal will be attenuated
and the Tri-Loop will not function properly. Also, the channel one must be
enabled and set for Primary Variable with a range of 0-100%. You can enable
channel 2 and 3 even if you don’t connect them.

Note: Consult the instruction manual of the TRI-LOOP for wring diagrams.
Masoneilan is not responsible for improperly wiring the TRI-LOOP.
This document simplifies the setup requirement of an SVI II with a
device such as a TRI-LOOP. A resistor might be required on the
positive leg of Channel 1 to limit the current to the TRI-LOOP.

Ch 3 Ch 2 Ch 1
- + - + - +

TRI-LOOP
SVI II MODEL 333d or 333u

Loop
Power Comm Burst Input
+ - - + - +

250ohm

+ - + -
24Vdc
4-20mA
Analog
Analog
Input
Output

SVI II Configuration:
HART Address = 0
Set BURST MODE to HART cmd#3 (with ValVue) or PROCESS-
VARS CURRENT(with Handheld or DD enabled Host)
PV is Valve Position (0-100%)
SV is Actuator Pressure (0-120 psi)
TV = Not Used
QV= Not Used

TRI-LOOP Setup
HART address =1
CHANNEL = ENABLE
Variable = PV
Upper Range Value = 100
Lower Range Value = 0
Units: %

Figure 139 Tri-Loop Configuration

140
Advanced Setup with ValVue 2.4 Tri-Loop Configuration

141
References
A
Overview This section provides the ValVue 2.4 licensing agreement, compatible HART
modems and technical release notes.

ValVue 2.4 END-USER LICENSE AGREEMENT FOR Dresser Masoneilan SOFTWARE


Licensing
Agreement
This End-User License Agreement ("EULA") is a legal agreement between
you (either an individual person or a single legal entity, who will be referred to
in this EULA as "You") and Masoneilan, Dresser, Inc. (who is referred to in this
EULA as "Dresser Masoneilan") for the software product that accompanies
this EULA. By selecting Accept or by using the software, you agree to be
bound by the terms of this agreement. If you do not agree to the terms of this
agreement, select Not Accept.

1. Grant of License: This License Agreement permits you to use one copy of
the specified version of the software identified above on any single computer.

2. Copyright: The software is owned by Dresser Masoneilan and is protected


by United States copyright laws and international treaty provisions. Therefore,
you must treat the software like any other copyrighted material except that you
may either (a) make one copy of the software solely for backup or archival
purposes, or (b) transfer the software to a single hard disk provided you keep
the original solely for backup or archival purposes. You may not reverse
engineer, decompile or disassemble the software.

3. Limited Warranty: Dresser Masoneilan warrants that the software will


perform substantially in accordance with the accompanying printed materials
for a period of ninety (90) days from the date of receipt. If the Software
contains any material errors, malfunctions, or defects, Dresser Masoneilan
shall either correct or replace the Software or refund the purchase price for the

142
References Supported HART Modems

Software, at the election of Dresser Masoneilan, which remedy shall be your


exclusive remedy for such errors, malfunctions or defects.

DRESSER MASONEILAN MAKES NO OTHER REPRESENTATIONS OR


WARRANTIES, EXPRESS OR IMPLIED, INCLUDING THE WARRANTY OF
MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE, WITH
RESPECT TO THE SOFTWARE AND ASSOCIATED DOCUMENTATION.

IN NO EVENT SHALL DRESSER MASONEILAN BE LIABLE TO YOU FOR


INDIRECT, SPECIAL INCIDENTAL OR CONSEQUENTIAL DAMAGES
(WHETHER DENOMINATED IN CONTRACT, TORT, STRICT LIABILITY IN
TORT, NEGLIGENCE OR OTHER THEORIES) OR FOR LOST PROFITS OR
INCREASED EXPENSES ARISING OUT OF THIS AGREEMENT OR THE
USE OF THE SOFTWARE AND ASSOCIATED DOCUMENTATION.

IN NO EVENT SHALL TOTAL LIABILITY OF DRESSER MASONEILAN FOR


DAMAGES TO YOU EXCEED THE SUM PAID BY YOU TO DRESSER
MASONEILAN FOR THE SOFTWARE AND ASSOCIATED
DOCUMENTATION.

Supported Listed below are the HART modems supported by ValVue 2.4.
HART Modems ™ Supports MacTek Viator RS232 HART modem model 010001
™ Supports MacTek Viator USB HART modem model 010031.
™ Supports Micriolink RS232 HART modem model 101-0005
™ Supports Microlink USB HART modem model 101-0007.
™ Supports E & H USB HART modem mdeol FXA-191-S1
™ Supports MTL Multiplexor.model 4841.

143
References Technical Release Notes

Technical ValVue 2.4 technical release notes are provided below.


Release Notes

Masoneilan®
North American Operations

ValVue2 Version 2.42.0 Family Software Release Notes


8/9/2006

The following are new features, improvements, bug fixes, known issues and
compatibilities in this release.

TOPICS
=================
I. Family Software Overview
II. Software Registration Requirement
III. Supported Devices
IV. New Features
V. Improvements
VI. Bug Fixes
VII. Known Issues
VIII. Windows OS Platform Requirement
IX. Software Backward Compatibility
X. HART Modem / Multiplexor Support

Page 1 of 6

144
References Technical Release Notes

Masoneilan®
North American Operations

I. Family Software Overview

The ValVue ® 2.42 software package provides a powerful interface to


Masoneilan’s Smart Valve Interfaces, the Model
12300 Digital Level Transmitter (HDLT), and other HART® instruments. This release
supports SVI® models SVI®, SVI® II, and SVI® II AP.

ValVue2 2.42 Family Software product is designed to be deployed in a variety of


computer environments. The family consists of the following deployable software
products, each with its own installer. Different products are allowed to coexist on the
same machine.

The following describes the nature of each product.

1. Stand alone Software

- ValVue2 ver 2.42 Full Edition


A Dresser software version that runs in a standalone environment. This software requires
license and Software Registration. It may be used for 60 days prior to registration.

- ValVue2 ver 2.42 Lite Edition


A Dresser software version with limited features that runs in a standalone environment.
This software does not require Software Registration.

2. Plug-In Software
- PRM PlugIn ValVue2 ver 2.42
A software that works with Yokogawa PRM (Plant Resource Management). This
software requires a license and Software Registration This supports only SVI II and SVI
II AP.

3. SnapOn Software
-ValVue2 AMS SnapOn ver 2.42
A software that works with Emerson AMS. This software requires a software license.

Page 2 of 6

145
References Technical Release Notes

Masoneilan®
North American Operations

I. Software Registration Requirement

The following applies to software registration for all software except ValVue2 Snap-On
and ValVue2 lite. Please refer to Snap-On Marketing release for Snap-On software
registration. ValVue2 Lite does not require registration.

To register the software, the user has to launch ValVue2. A serial number associated with
the product is required to start the registration.

Follow the instructions provided in the application to complete the registration. Upon the
successful completion of registration, a software key will be issued by Software
Registration Desk. The registration is a one-time process therefore no new registration is
required if the software has been registered previously. The registration is also machine
specific therefore it is valid only for the computer on which the software is installed.

Software Registration is only available via email.

Software Registration Desk Email Address:


softwarereg@masoneilan.com

Page 3 of 6

146
References Technical Release Notes

Masoneilan®
North American Operations

II. Supported Devices

x SVI – Firmware Revision 108 or earlier


x SVI II – Firmware Revision 125 or earlier
x SVI II AP – Firmware Revision 311
x HDLT 4.11, 4.12, 5.11, 6.11

III. New Features

1. Standalone Software Only


- Supports an expanded list of HART modems and MUX.
- See Section X.
2. ValVue2 ver 2.42 Full Edition Only
- Report templates are available in German, Spanish, French & Italian.

3. Valvue2 ver 2.42 AMS Snap-On


- Supports user administration similar to standalone ValVue2.

IV. Improvements

1. All Products

- Improved HART communication to work with HART modems from different


manufacturers
- Better handling of burst mode.
- In the connected devices page the text for SVI II AP device type used to be
SVI2A. This has been changed to show SVI2AP to be consistent with the
product name.
- The latest version of Instruction manual for ValVue2 is included in ValVue2 ver
2.42.
- In ValVue2 for SVI II AP, in status page, if user wants to clear the current faults
or all faults, a confirmation window appears to reconfirm with the user before
clearing the faults.

2. Plug In Software
- PRM Plug-In ValVue2 ver 2.42 is now compatible with the latest versions of
PRM (ver 2.2 – ver 3.0).

Page 4 of 6

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References Technical Release Notes

Masoneilan®
North American Operations

V. Bug Fixes

1. All Products
- Command 0 was returning 0 for Hardware revision for SVI II, where as the
actual hardware revision was 1.Fixed this bug.
- Autotune from setup wizard in ValVue2 offline for SVI II kept running in Ver
2.40. We have fixed this so that it completes the auto tune. This feature is useful
during demonstration.
- Autotune from setup wizard in Valvue2-offline for SVI II AP gives error
message “The measurement process can not be started”. This bug is fixed so that
setup wizard completes auto tune. This is helpful during demonstration.
- The two timers in setup wizard – Elapsed Time (Task) and Elapsed Time (Total)
showed the same time in ver 2.40. This has been fixed and they show the correct
values.
- In ver 2.40, after registering the software, if a user continues to ValVue2 and tries to
open any offline device there was an error message stating “device not supported”. This
happened only the very first time after registering. Closing and relaunching ValVue2
fixed the problem. This bug has been fixed in version 2.42
- In version 2.40 the manual find stops was not working for SVI. This bug has been fixed.
- In version 2.40 for SVI II-3 (advanced diagnostics) the “Pressure” label and value were
not shown in the monitor tab. This has been fixed to show the pressure in monitor tab for
SVI II-3.
- In version 2.42 for SVI II AP, the algorithm for calculating linearity, in positioner
signature, has been modified to handle different signal range
- In version 2.42 for SVI II, the algorithm for calculating linearity, in positioner signature,
has been modified to handle different signal range

VI. Known Issues

1. All Products

1. The HELP file for SVI II AP may not have updated information.
- Refer to the Instruction Manual
2. MTL MUX with scanning enabled interferes with a modem connected locally.

Page 5 of 6

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References Technical Release Notes

Masoneilan®
North American Operations

VII. Windows OS Platform Requirement

1. Standalone Software
x Windows 2000
x Windows XP

2. Plug-In Software
x Windows 2000
x Windows XP

VIII. Software Backward Compatibility (All Products)

- Support earlier version of configuration data file.


- Support earlier version of Trend and Signature data file.
- Support interchange of configuration data saved among different
supported device types and revisions.

IX. HART Modem / Multiplexor Support


- Supports MacTek Viator RS232 HART modem model 010001
- Supports MacTek Viator USB HART modem model 010031.
- Supports Micriolink RS232 HART modem model 101-0005
- Supports Microlink USB HART modem model 101-0007.
- Supports E & H USB HART modem mdeol FXA-191-S1
- Supports MTL Multiplexor.model 4841.

(End of Document)

Page 6 of 6

149
References Notes

Notes The space provided below is for entering notes on ValVue 2.4 and its
operation.

150
References Notes

151
References Notes

152
DIRECT SALES OFFICE LOCATIONS
BELGIUM JAPAN SOUTH & CENTRAL AMERICA AND
DRESSER VALVES EUROPE NIIGATA MASONEILAN CO. LTD. (NIMCO) THE CARIBBEAN
BOULEVARD DU SOUVERAIN 207 B2 VORSTLAAN, 20TH FLOOR, MARIVE EAST TOWER DRESSER MASONEILAN
B-1160 BRUSSELS, BELGIUM WBG 2-6 NAKASE, MIHAMA-KU, 16240 PORT NORTHWEST DRIVE
PHONE: +32-2-344-0970 CHIBA-SHI, CHIBA 261-7120 JAPAN HOUSTON, TX 77041
FAX: +32-2-344-1123 PHONE: +81-43-297-9222 PHONE: 832-590-2303
FAX: +81-43-299-1115 FAX: 832-590-2529
BRAZIL
DRESSER INDUSTRIA E COMERCIO LTDA KOREA SPAIN
DIVISAO MASONEILAN DRESSER KOREA INC. MASONEILAN S.A.
RUA FUNCHAL, 129 - CONJ. 5A 2109 KUK DONG BUILDING C/MURCIA 39 C
04551-060 - SAO PAULO - SP BRAZIL 60-1, CHOONGMOO-RO 3-KA 08830 SANT BOI DE LLOBREGAT
PHONE: 55-11-2146-3600 JOONG-GU, SEOUL, KOREA 100-705 BARCELONA, SPAIN
FAX: 55-11-2146-3610 PHONE: +82-2-2274-0748 PHONE: +34-93-652-6430
FAX: +82-2-2274-0720 FAX: +34-93-652-6444
CANADA
ALBERTA KUWAIT UNITED ARAB EMIRATES
DRESSER DI CANADA INC. DRESSER FLOW SOLUTIONS DRESSER FLOW SOLUTIONS
SUITE 450, 603 - 7TH AVENUE S.W. MIDDLE EAST OPERATIONS MIDDLE EAST OPERATIONS
CALGARY, ALBERTA, CANADA T2P 2T5 10TH FLOOR, AL RASHED COMPLEX P.O. BOX 61302
PHONE: 403-630-9954 FAHAD SALEM STREET, P.O. BOX 242 ROUNDABOUT 8
FAX: 403-265-6995 SAFAT, 13003, KUWAIT UNITS JA01 & JA02
PHONE: +965-9061157 JEBEL ALI FREE ZONE
ONTARIO FAX: +965-3987879 DUBAI, U. A. E.
DRESSER - MASONEILAN PHONE: +971-4-8838-752
DI CANADA, INC. MALAYSIA FAX: +971-4-8838-038
835 HARRINGTON COURT, 2ND FLOOR DRESSER FLOW SOLUTIONS
BURLINGTON, ONTARIO L7N 3P3, CANADA BUSINESS SUITE, 19A-9-1, LEVEL 9 UNITED KINGDOM
PHONE: 905-335-3529 UOA CENTRE, NO. 19, JALAN PINANG DI U.K. LTD.
FAX: 905-336-7628 50450 KUALA LUMPUR, WEST MALAYSIA EAST GILLIBRANDS
PHONE: +60-3-2161-0322 SKELMERSDALE,
CHINA FAX: +60-3-2163-3612 LANCASHIRE WN8 9TU, ENGLAND
DRESSER FLOW SOLUTIONS PHONE: +44-1695-52600
BEIJING REP. OFFICE MEXICO FAX: +44-1695-52601
SUITE 1703, CAPITAL MANSION DRESSER VALVE DE MEXICO, S.A. DE C.V.
6 XINYUANNAN RD. CHAOYANG DISTRICT HENRY FORD NO. 114, ESQ. FULTON DI U.K. LTD.
BEIJING 100004, CHINA FRACCIONAMIENTO INDUSTRIAL SAN NICOLAS UNIT 4, SUITE 1.1, NOBEL HOUSE
PHONE: +86-10-8486-4515 54030 TLALNEPANTLA ESTADO DE MEXICO GRAND UNION OFFICE PARK
FAX: +86-10-8486-5305 PHONE: 52-5-310-9863 PACKET BOAT LANE
FAX: 52-5-310-5584 UXBRIDGE, MIDDLESEX UB8 2GH
FRANCE PHONE: +44-1895-454-900
MASONEILAN - DRESSER PRODUITS INDUSTRIELS THE NETHERLANDS FAX: +44-1895-454-919
ENERGY 5 DRESSER VALVES EUROPE
130/190 BOULEVARD DE VERDUN STEENHOUWERSTRAAT 11 UNITED STATES
92413 COURBEVOIE CEDEX, FRANCE 3194 AG HOOGVLIET, THE NETHERLANDS DRESSER - MASONEILAN
PHONE: +33-1-4904-9000 PHONE: +31-10-438-4122 85 BODWELL STREET
FAX: +33-1-4904-9010 FAX: +31-10-438-4443 AVON, MA 02322-1190
PHONE: 508-586-4600
DRESSER PRODUITS INDUSTRIELS S.A.S., RUSSIA FAX: 508-427-8971
MASONEILAN CUSTOMER SERVICE CENTRE DS CONTROLS
55 RUE DE LA MOUCHE, ZONE INDUSTRIELLE NEKHINSKAYA STREET, 61 DRESSER - MASONEILAN
69540 IRIGNY, FRANCE VELIKY NOVGOROD 4841 LEOPARD STREET
PHONE: +33-4-72-39-06-29 RUSSIA, 173021 CORPUS CHRISTI, TX 78408-2621
FAX: +33-4-72-39-21-93 PHONE: +7-8162-15-7898 PHONE: 361-881-8182
FAX: +7-8162-15-7921 FAX: 361-881-8246
GERMANY
DRESSER VALVES EUROPE GMBH DRESSER MOSCOW DRESSER - MASONEILAN
HEILIGENSTRASSE 75 DERBENEVSKAYA ULITSA 1 DRESSER DIRECT
VIERSEN D-41751, GERMANY BUILDING 3, OFFICE 17 1250 HALL COURT
PHONE: +49-2162-8170-0 115114 MOSCOW, RUSSIA DEER PARK, TX 77536
FAX: +49-2162-8170-280 PHONE: +7 495-585-1276 PHONE: 281-884-1000
FAX: +7 495-585-1279 FAX: 281-884-1010
DRESSER VALVES EUROPE GMBH
UHLANDSTRASSE 58 SAUDI ARABIA DRESSER FLOW SOLUTIONS
60314 FRANKFURT, GERMANY DRESSER AL RUSHAID (CONTRACTOR SALES)
PHONE: +49-69-439350 VALVE & INSTRUMENT CO., LTD. (DARVICO) 16240 PORT NORTHWEST DRIVE
FAX: +49-69-4970802 P.O. BOX 10145 HOUSTON, TX 77041
JUBAIL INDUSTRIAL CITY 31961, SAUDI ARABIA PHONE: 832-590-2303
INDIA PHONE: +966-3-341-0278 FAX: 832-590-2529
DRESSER VALVE INDIA PVT. LTD. FAX: +966-3-341-7624
305/306, "MIDAS", SAHAR PLAZA DRESSER - MASONEILAN
MATHURDAS VASANJI ROAD SINGAPORE 12015 MORA DRIVE, UNIT 2
J.B. NAGAR, ANDHERI EAST DRESSER SINGAPORE PTE LTD. SANTA FE SPRINGS, CA 90670
MUMBAI, 400059, INDIA 16 TUAS AVENUE 8 PHONE: 562-941-7610
PHONE: +91-22- 8354790 SINGAPORE 639231 FAX: 562-941-7810
FAX: +91-22-8354791 PHONE: +65-6-6861-6100
DRESSER VALVE INDIA PVT. LTD. FAX: +65-6-6861-7172
205, MOHTA BUILDING
4 BHIKAIJI CAMA PLACE SOUTH AFRICA
NEW DELHI, 110 066, INDIA DRESSER LIMITED
PHONE: +91-11-2-6164175 P.O. BOX 2234
FAX: +91-11-5-1659635 16 EDENDALE ROAD
EASTLEIGH, EDENVALE 1610
ITALY REPUBLIC OF SOUTH AFRICA
DRESSER ITALIA S.R.L. PHONE: +27-11-452-1550
MASONEILAN OPERATIONS FAX: +27-11-452-6542
VIA CASSANO, 77
80020 CASAVATORE, NAPOLI ITALY
PHONE: +39-081-7892-111
FAX: +39-081-7892-208
Copyright 2007 Dresser, Inc. All rights reserved
ValVue 2.4 EW1003 03/07