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User Manual

SofTek Engineering, LLC


Computer Based Instrumentation
826 N. 100 E., Building 3B
Spanish Fork, Utah 84660
801-794-0035

Profiler User Manual Version 5 -1-


Using This Manual ...............................................................5
Profiler Overview & User Environment ..................................... 7
Profiler Hardware Connections ................................................ 8

Launching Profiler ................................................................. 15

Profiler Configuration ...................................................... 19

Database Search .............................................................. 23

Valve Information............................................................. 26

Calibration ....................................................................... 31

Valve Profile Test ............................................................. 35

Frequency Response Test .............................................. 39

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Hysteresis Test................................................................. 41

Resolution Test ................................................................ 44

Sensitivity Test................................................................. 46

Step Response Test......................................................... 48

Stroke Speed Test............................................................ 51

Transducer Test ............................................................... 54

Deadband .......................................................................... 57

Mini Cal ............................................................................. 59

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Sequencer ......................................................................... 60

Custom .............................................................................. 61

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Using This Manual

Caution: This icon marks items that may pose a risk to the user or equipment.
Extra care and attention should be given to these items.

Note: This icon denotes an item of extra importance.

Tip: The tip icon denotes items that can make using the Profiler Suite easier

Important Information

Caution: When using string potentiometers, the cable must never be allowed to
snap back, doing so may cause damage to the cable or pot. As a result
the potentiometer may become inaccurate or none functioning, if this
happens the device must be sent back for calibration and/or repair.

Caution: In the windows display properties under power, there is a feature called
(Hibernate), set to disable. This feature must remain in the disabled
state, if the computer goes into hibernate while profiler is running
windows will cause an interrupt and the data acquisition card to be
disabled. If this happens the computer must be shut down and restarted
to reinitialize cards.
.

Caution: When running on batteries and the power runs out, windows will go into
shutdown mode. Once power has been reestablished, it is possible that
windows may shut down the data acquisition card. The computer must
be shut down and restarted to reinitialize the cards.

Note: Printouts will print to the default printer on the computer. If a default
printer has not been selected or drivers not installed properly errors will
occur during printing.

Tip: To save time when testing, use the information screen to enter all data
(and save the file) on each valve before testing begins. This is especially
important if you are testing in the field on a service call.

Profiler User Manual Version 5 -5-


Profiler Overview & User Environment
Profiler Advanced Valve Diagnostic Test System was designed to be the most flexible,
powerful and easy to use control valve test system available.

Profiler System
Each Profiler system consists of the following:

Rugged Case with Telescoping Arm/Wheels


Computer
Computer Backpack (field service)
DAQ Card
Fieldbus Card
HART Modem
Rugged Interface Box
4 String Potentiometers (2 - 6, 16 and 30) Stroke Length
2 String Potentiometer Mounting Straps
Attachment Fixture kits (1-Linear and 1-Rotary)
1 String Potentiometer Cables (6)
1 String Potentiometer Extension Cable (10)
6 String Potentiometer Linkage Cables
4 Pressure Transducers
o 3 (0-150 psi)
o 1 (0-30 psi)
4 Pressure Transducer Cables (6)
4 Pressure Extension Cables (10)
1 Signal Cable (6)
1 Signal Cable (10)
3 Passive Monitor Cables (5)
1 Fieldbus Cable
4 Pressure Transducer Quick Connect Fittings
User Manual

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Hardware
Pressure Transducers
Four pressure transducers are included in the rugged system.

Red and green pressure transducers (0-150 psi) are used in reading actuator
pressures and in the calculation of friction. Red is also used for diaphragm actuator
pressure readings.
Yellow pressure transducer (0-30 psi) is used for calibrating and reading I/P
pressures.
Gray pressure transducer (0-150 psi) is used for reading supply pressures.

String Potentiometers
2 - 6 string potentiometers are used on linear valves with a stroke length of 6 or
under (noted by a black or a blue stripe). It will also be used for calculating rotary
valve stroke and accuracy.
16 string potentiometers are used on linear valves with a stroke length over 6 and
under 16 (noted by a white stripe).
30 string potentiometers are used on linear valves with a stroke length over 16 and
under 30 (noted by a orange stripe).

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Fixture Hardware Linear/Rotary
Basic hardware includes (3) take-off arm shafts, (2) rotary shaft clamps, and (16) clamp
inserts, (2) small U-clamps, (1) large U-clamp, vise grips, Bessey clamp, and various
adapters. The included hardware allows the user to easily attach to most valves.

Take-off arms are used to attach the string potentiometer to the actuator. (4) different
threaded adaptors are included for attaching to the stem clamp/pillow block and
diaphragm actuators. The slider hook secures the cable from the potentiometer.
(2) rotary shaft clamps are provided and are used for measuring degrees of rotation.
The 3.375 OD clamp is used for larger rotary yoke envelopes and will accommodate
all (16) clamp inserts (the 3.375 OD must be entered into the configuration screen to
be accurate). The 2 OD clamp is used for smaller rotary yoke envelops and will
accommodate the (7) smallest ID inserts (again, the 2.0 OD must be entered into
the configuration screen for accuracy).

(2) straps are provided for attaching string potentiometers to linear and rotary
actuators. Straps are 3 and 5 feet in length and may be combined if needed.

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Extension cables are included to lengthen the string potentiometer cable when
necessary. This insures that the string potentiometer will not extend beyond its
feedback range and allows for proper setup and attachment to linear take-off arms or
rotary.

Cables

10 Extension Cables 6 Interface Cable from Box to


(Pressure Transducers and Position) Computer

6 Cables 6 Signal Cable


(Pressure Transducers and Position)

Interface Box
An interface box is provided for interconnecting the test system to the pressure
transducers. The 6 cable is connected from the computer to the interface box.

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Signal
The top left 2-pin connector is for analog signals only.
The top right 2-pin connector is for Fieldbus positioners only.

Caution: Should be taken not to get the Fieldbus and analog signals mixed
up. Damage to the box or positioner may occur.

Position
The left 4-pin blue (main) connector is for the position or string potentiometer.
The right 4-pin blue (spare) is not used at this time.
Pressures
Red 4-pin is for diaphragm valves and top actuator on piston valves.
Yellow 4-pin is for I/P signal pressure only.
Green 4-pin is for the bottom pressure on piston valves.
Gray 4-pin is for supply pressure.
Monitor mA (passive monitoring only)
0-25mA signal for monitoring current.
0-25mA signal for monitoring current.
0-55mA signal for monitoring current.
Monitor+/- 10VDC (passive monitoring only)
1 +/- 10 volt DC
2 +/- 10 volt DC
Solenoid Relay (testing solenoid or on/off valves)

Fieldbus connection
2 pin black Fieldbus connector just above the 68-pin connector at the bottom of the
interface box.

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Interface Cable connector
68-pin connector just below the 2- pin black Fieldbus connector at the bottom of the
interface box.

Data Acquisition/Fieldbus Card Connections


Proper computer connection (below), the stainless steel connector is for the data
acquisition card. When testing analog (4-20mA) valves, the bottom connection is the
only one needed. The Velcro strain relief must be securely attached to the bottom of
computer and top screws tightened to ensure that the cable is secured to the data
acquisition card.

The PCMCIA strain relief that clamps the connectors is necessary to ensure that cards
are not pulled out of socket. The strain relief has a stiff Velcro and will hold the cables
secure during testing.

Note: Cards are made to be installed and un-installed. However, It is best to


leave them in the sockets at all times, ensuring they are configured
and initialized properly.

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Attaching to Linear Valves
Figure 1: using a threaded adapter that attaches to the extra thread on the stem
clamp (secure).
Figure 2: using the takeoff arm to attach the string potentiometer with the U-clamp
that is attached to the lip of the diaphragm of a Masoneilan valve. This method will
work for any diaphragm valve regardless of the manufacturer.
Figure 3: take-off arm attached to the follower arm. This method will work for other
manufactures valves with similar setup. Verify that it has been tightened and
secured for accurate feedback on the position sensors.

Figure 1 Figure 2

Note: Configuration will be the same for air to open as well as air to close.
Position transducers are rugged but are calibrated delicate
instruments and should be handled with care.

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Figure 3

Attaching to Rotary Piston Actuators


The rotary shaft clamp has (16) different clamp inserts to accommodate varying shaft
sizes. The string potentiometer and rotary shaft clamp must be lined up vertically (see
figure 4). This ensures that during actuation the string is pulled out in a straight linear
motion. The rotary shaft clamp has a groove on the OD for the attachment wire, which
provides a place for the extension wire to run.

Figure 4

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Attaching to Fisher Linear Diaphragm Valves
There are many manufacturers of diaphragm valves and therefore many configurations
and ways to attach the string potentiometer to the valve.
Figure 5, 6 and 7 show different clamps, straps and slide combinations. The clamp can
be attached to the actuator in any position around the valve. The slide allows the user to
set up the string potentiometer and hold firmly to the shaft (rotates 360), which provides
more flexibility during setup.

Note: It is very important that the string potentiometer is setup so that the
string extends and retracts in linear motion and not off to the side.
This can put undue ware on the string.

The take-off arm is attached to the pillow block on the stem. This provides a stable and
solid hook up. The takeoff arm also has a slider for flexibility in setup.

Figure 5 Figure 6

Figure 5, 6 and 7 show the string potentiometer used with a U-clamp, vise grips and
attached with a strap. This allows the user to pull the strap tight until the string
potentiometer is secure and directly over the slide. Using these methods gives the user
the flexibility of positioning the string potentiometer in almost any configuration.

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Note: Regardless of the
attachment method used
the string potentiometer
must be secured before
attaching the hook to the
slide of the take-off arm.
Only when all fixtures are
lined up should the slider
thumbscrew be tightened
(see caution below).

Caution: There is no need to use


pliers, which can
damage the shaft -
finger tight works best.
All fixtures have been
designed to eliminate
the need for hand tools.

Figure 7

Note: To see additional attachment pictures for all manufactures go to


www.softekeng.com and down load the Valve attachment folder.

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Launching Profiler

To launch the Profiler Test Suite Double click on the Profiler Icon . The Log on
will be seen. Enter the user name and password, click the appropriate control button
located in the bottom right corner of the screen.

Profiler Log In Screen

Configuration
User Name: Name of as entered by the administrator.
Password: Password for the user as assigned by administrator.
Language: English no other languages are available at this time.

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Control Buttons
Log On: Name of as entered by the administrator.

Note: Must use the administrator user name and password to access
this screen.

Accounts: Enter the Accounts Management Screen


Exit: Exit and close Profiler

Note: User name and passwords are case sensitive.

Default log on is.


User name: administrator
Password: administrator

Tip: Profiler has shortcut keys assigned to most functions. These


shortcut keys are shown on or near the button, and are typically
assigned to one of the 12 function keys located at the top of the
keyboard. Tapping the corresponding shortcut key is the same
as moving the mouse cursor over the button and clicking the
button.

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Accounts Management Screen
Only the administrator is allowed to access this screen, add or edit user names and
passwords. To open the Accounts Management Screen log in with the User Name
administrator. In the password field type the administrator password and click on the
accounts button.

Note: On new systems the administrative password is administrator.


It is recommended that the administrator select a new
password after logging in the first time.

Accounts Management Screen

The accounts management screen is used to assign users a password and security
level. In addition, the administrator password can be changed in this screen.

Configuration
Administrative Password
The current administrative password is shown in the top left corner of the screen. To
change enter the new administrative password in the lower left corner of the screen in
the field labeled New Administrative Password.

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Caution: Care must be taken to remember the administrator
password. If forgotten or entered incorrectly SofTek
Engineering must be contacted to get a default file and all
users and passwords must be re-entered.

User Table
User Name: Name to be used by tester for login and on reports. Unique name should
be assigned for each person who will have access to Profiler.
Password: Password assigned to user. In order to login the password must be an
exact match to the password assigned to the user in the User Table.
Security: Each user is assigned a security level, which will limit access to certain
features, or allow access to more advanced features. Assign a security
level to each user accordingly:
Security Level 1: can only run test in default setting no
rights given.
Security Level 2: not used at this time.
Security Level 3: given all rights to change test parameters and default
settings.
To add or edit any user simply click on the appropriate cell in the User Table and add or
edit as desired.

Note: User names and passwords are case sensitive.

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Configuration
In order for the Test Software to accurately report position and pressure readings,
calibration constants for each pressure transducer are stored in the system. SofTek
enters the information for each pressure transducer during the installation of the
Profiler System, and constants must be updated after the transducer is calibrated, or
replaced.
The Setup Screen has 3 tabs labeled Scalefactor, Pass/Fail and System Setup. Click on
the Scalefactor tab, the following screen should now be visible.

Scale Factor Screen

Scale Factor Table Fields


Transducers: This column has 2 pull down Position transducers that are available.
Main is the only one that is in use at this time. Pressure transducers
are fixed and cannot be edited.
Serial Number: SofTek assigns each transducer a serial number.
Colors: The pressure transducers are color coded for easier identification.

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Scale Factor: The scale factor is determined at the time the pressure transducers
and position sensors are calibrated. The Profiler System uses this
value to accurately measure valve movement and actuator pressures.
Offsets: For calibration only, not for user to edit.
Click on the System Setup tab, the following screen should now be visible.

System Setup Fields


Engineering Units: Select the desired engineering units to be used. SAE and
Metric units are currently available.
Save Configuration As: Choose either the Tag (description) or Serial Number to
save current configuration.
System ID: When multiple Profiler systems will be sharing a common
test result database, a unique two-digit system ID number is
required. This information has been assigned by SofTek
Engineering and must not be changedcontact SofTek
Engineering for permission.
Rotary Diameter: Only applicable to string potentiometers and used for
calculating rotary movement (example: 3.375 for large OD
and 2.000 for small OD clamp inserts).
Pass/Fail: Can be enabled or disabled by user.

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Interface Box: (2) different interface boxes are available and set up by
SofTek Engineering. User does not need to change.
Pressure: As engineering units are changed this selection will show
either PSI or Bar.
Travel: As engineering units are changed this selection will show
either inches or mm.
HART Comport: Assigns the comport number for HART (default for serial
HART Modem is 1).

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Pass/Fail Criteria
Click on the Pass/Fail tab. The Pass/Fail panel has tabs for each test, click on the tab of
desired test and fill in the minimum and maximum values for each parameter.

Pass/Fail Criteria Screen

Configuration
The left tab has different parameters that affect Pass/Fail criteria for each manufacturer.
Each setup can be saved, once entered it will not have to be entered again, only
modified as needed. These files will automatically be imported as tests are run if the
enable button is selected and saved on the system setup tab. Information from
previously saved files will automatically fill in tables as selections are made from the pull
down menus.

Pass/Fail Criteria Table


The Pass/Fail Criteria Table contains a tab for each of the tests that the Profiler system
performs. Each test lists the parameters measured. Enter the Pass/Fail Criteria for
individual parameters.

Note: For definitions of the parameters found on each test refer to the tests
section of the manual.

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Control Buttons
Save & Exit: Click to save Pass/Fail Criteria and exit.
Restore Defaults: Click to restore test Pass/Fail Criteria back to defaults.
Defaults: Click to restore test criteria back to defaults.
Save & Exit: Click to save scale factors and exit.
Cancel: Click to exit without saving any changes.

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Database Search
Profiler is equipped with a powerful database, all test results and data are stored for
easy retrieval. Profiler has tools built in to quickly find previous test results or to
perform a comparison of multiple tests.

Database Search Tool

The Database Search Tool Screen is divided into three sections. The search
configuration is found on the left side of the screen, Test Result Table occupying the
largest portion of the screen, and the control buttons found at the top of the screen.

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Search Configuration
Serial #: Enter the serial number of the valve (only tests performed on
valves with matching serial numbers will be shown).
Tag #: Enter the tag number of the valve (only tests performed on
valves with matching tag numbers will be shown).
Customer PO #: Enter customers purchase order number (only tests run on
valves with matching purchase orders will be shown).
Customer: Enter customer name (only tests performed on valves
purchased by the same customer will be shown).
Valve Manufacturer: Enter manufacturer (only tests with matching manufacturer will
be shown).
Test #: Enter test number (only tests with matching test numbers will be
shown).
Tested By: Enter the testers name - login (only tests performed by the
specified tester will be shown).
Positioner: Enter the model of the positioner (only tests performed on valves
with that model of positioner will be shown).

Tip: Leaving a field blank will select all values for the given field. Use
multiple fields to narrow the search, for example selecting all valves
with a Logix Positioner, tested by John Doe, will result in all tests John
Doe has ran on valves with a Logix positioner.

Search Now: Will search for the specific field entered.


Get All: Will retrieve all tests under requested table name.
Print Review: Allows the user to review a specific test. Graphs are colored
and much easier to read when printed on a color printer.
Change Tables: Allows the user to select a different table (example: Customer
Name).
Create New Table: Allows the user to make a table for special testing.
Copy Selected Files: Allows the user to copy selected files by holding the shift key
and making multiple selections. This will create a table key with
the selected files.
Clear Selection: Clears table.
Manually select: Allows user to select any test using windows explorer, bypassing
table search.

Note: Profiler is set to a default table, if the user changes or creates a


new table it will now become the new default table and test will
be saved here.

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Viewing tests

Profile Test view screen example (above). To print select the print button, the test
printout will be sent to the default printer in Windows.
To create a screen capture press the Image button and name the image when
prompted. A a .jpg file will be created in any folder that the user selected. Useful when
a test must be forwarded via e-mail for analysis or save for future reference.
Additional graphs are available that separate the data and look specifically at the
positioners, I/P, travel, Pressures, etc.

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Valve Information all Manufacturers (Analog)
The Valve Information Screen records specific information about the valve being tested.
There are two types of information: Required Information, and Optional Information
(which includes valve information, additional valve information and customer
information).
Required Information (found within the dark box) must be entered accurately in order for
the Profiler Test Suite to properly control the valve during testing. Any remaining
information is optional, however, filling in all fields with the correct information will make
searching the test result database much more efficient. Many manufacturers and their
applicable information have already been entered. If a specific manufacturer is not listed
use the other tab.
Please contact SofTek Engineering to request implementation of additional valve
manufacturers information.

Valve Information Screen (Analog)

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Required Information
Actuator Type
Diaphragm choose this option if the valve actuator is a diaphragm type.
Cylinder choose this option if the valve actuator is a cylinder type.
Air Action
Air to Open (ATO) select this option if air must be applied to the valve in order for it
to open.
Air to Close (ATC) select this option if air must be applied to the valve in order for it
to close.
Signal Source
4-20 mA select this option if the positioner to be tested requires a 4-20, 4-12, and
12-20 mA current source.
10-50 mA select this option if the positioner to be tested requires a 10-50 mA
current source.

Note: This signal source is not available on Fieldbus Positioners.

Type
Linear select this option for linear actuated valves.
Rotary select this option for rotary actuated valves.
Nominal Stroke
For linear actuated valves enter the expected nominal stroke in inches.
For rotary actuated valves enter the expected nominal stroke in degrees.

Note: Profiler automatically sets the units to inches or degrees


based on the Type selection.

Seat (Trim) Diameter


Enter diameter of the seat/trim of valve to be tested (units are in inches).
Actuator Size (in2)
Enter the actuator size of valve to be tested.
Valve Information
All fields in this area are optional, however, it is recommended that they be populated as
this information is attached to the test results and can make data management easier.

Tip: If a new profile must be created, selecting a configuration that is


similar to the new configuration and editing information fields
that are incorrect will save time.

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Serial #
Enter the valve serial number.
Valve Mfgr
Click on either the box or the drop down arrow and select a valve manufacturer from the
list.
Date
Profiler automatically populates this field with the current date, based on the host PCs
system calendar.
Time
Profiler automatically populates this field with the current time, based on the host PCs
system clock.
Valve Description/Comments
This field is for any additional information that the user feels should be included with test
results. For example: special configurations or unusual test parameters.

Tip: Include in the Valve Description/Comments field any information


that may not be available in the drop down boxes of other fields.
For example, if the valve has a unique packing material select
other for packing material and enter actual material used in the
Valve Description/Comments box.

Additional Information
All fields is this area are optional, however, it is recommended that they be populated as
this information is attached to the test results and can make data management easier.
Flow Direction
Click on either the box or drop down arrow and select a flow direction from the list. If
none of the options are appropriate select Other.
Flow Characteristic
Click on either the box or drop down arrow and select a flow characteristic from the list.
If none of the options are appropriate select N/A.
Pressure Class
Click on either the box or drop down arrow and select the pressure class from the list. If
none of the options are appropriate select Other.
Hand Wheel Orientation
Click on either the box or drop down arrow and select Hand Wheel Orientation from the
list. If none of the options are appropriate select None.
Positioner Type
Click on either the box or drop down arrow and select positioner from the list. If none of
the options are appropriate select Other.
Type
Click on either the box or drop down arrow and select valve type from the list. If none of
the options are appropriate select Other.

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Body Size
Click on either the box or drop down arrow and select body size from the list. If none of
the options are appropriate select Other.
Packing Matl
Click on either the box or drop down arrow and select packing material from the list. If
none of the options are appropriate select Other.
Pbal Seal Matl
Click on either the box or drop down arrow and select seal material from the list. If none
of the options are appropriate select N/A.
Solenoid Mfgr
Click on either the box or drop down arrow and select solenoid manufacturer from the
list. If solenoids are not used select None. If none of the options are appropriate
select Other.
Fail Mode
Click on either the box or drop down arrow and select fail mode from the list. If none of
the options are appropriate select Other.
CV
Enter the CV rating of valve.
Quick Exhaust
Enter the quick exhaust rating of valve.
Booster
If boosters are used enter booster information here.
Customer Information
All fields in this area are optional, however, it is recommended that they be populated as
this information is attached to the test results and can make data management easier.
Plant Name
Enter the name of the plant or facility that valve is assigned to.
Location
Enter the location of the plant or location within the plant that valve is assigned to.
Unit Name
Enter unit name valve is assigned to.
Valve Application
Enter the application for which the valve is used.

Return #
If a return number was given for the customer, enter information here.

Year of Installation
Enter the year the valve was placed in service/installed.
Once information is entered select the save button, this will open a Windows File Dialog
Box. System will default to the valve serial number or tag number depending on the
selection made in the configuration screen under the System Setup tab. Find file then
click, OK. If asked to replace choose YES.

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Recall will open a dialogue box where the user can select previously saved
configurations. This will save the user time (file can be edited and saved if needed).

If the cancel button is selected, and the information was not saved in a configuration file,
the next time valve is tested the information will be lost.

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Valve Information (HART)

Note: At this time Flowserve positioners Logix 3200IQ, 1200, 1210,


520 and 500 are available for setup and configuration. Fisher
DVC6000h and DVC5000h positioners are next to be added to
the information and setup screen. HART Positioners that are
not available can still be tested but the download (Read) and
upload (Write) of information is not available. To test the
positioner must be in ANALOG MODE, go into analog from the
main screen, choose the information screen and select the
information as if you were testing an analog positioner.

Valve Information Screen (HART)

Note: The save and recall buttons are similar to the analog
information screen. Default button puts in default information
if needed. The Read button reads the information from the
positioner and the Write button writes the information to the

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positioner. Once the information has been selected download
(Write) to positioner and save the configuration file.

Required Information

Actuator Type
Diaphragm Choose this option if the valve actuator is a diaphragm type.
Cylinder Choose this option if the valve actuator is a cylinder type.
Air Action
Air to Open (ATO) Select this option if air must be applied to the valve in order for it
to open.
Air to Close (ATC) Select this option if air must be applied to the valve in order to
close the valve.

Signal Source
4-20 mA Select this option if the positioner to be tested requires a 4-20, 4-12, and
12-20 mA current source.
10-50 mA Select this option if the positioner to be tested requires a 10-50 mA
current source.

Type
Linear Select this option for linear actuated valves
Rotary Select this option for rotary actuated valves.

Nominal Stroke
For linear actuated valves enter the expected nominal stroke in inches.
For rotary actuated valves enter the expected nominal stroke in degrees.

Note: Profiler automatically sets the units to inches or degrees


based on the Type selection.

Seat (Trim) Diameter


Enter the diameter of the seat/trim of the valve to be tested (units are in inches).

Actuator Size (in2)


Enter the actuator size of the valve to be tested.

Valve Information
All fields in this area are optional, however, it is recommended that they be populated as
this information is attached to the test results and can make data management easier.

Tip: If a new profile must be created, selecting a configuration that is


similar to new configuration, and editing the information fields
that are incorrect can save time.

Serial #
Enter the valve serial number.

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Valve Mfgr
Click on either the box, or the drop down arrow and select a valve manufacturer from the
list.

Date
Profiler automatically populates this field with the current date, based on the host PCs
system calendar.

Time
Profiler automatically populates this field with the current time, based on the host PCs
system clock.

Valve Description/Comments
This field is for any additional information that the user feels should be included with test
results. For example: special configurations or unusual test parameters.

Tip: Include in the Valve Description/Comments any information that


may not be available in the drop down boxes of other fields. For
example, if the valve has a unique packing material select other
for packing material and type the actual material used in the
Valve Description/Comments box.

Additional Information
All fields is this area are optional, however, it is recommended that they be populated as
this information is attached to the test results and can make data management easier.

Flow Direction
Click on either the box or the drop down arrow and select a flow direction from the list. If
none of the options are appropriate select Other.

Flow Characteristic
Click on either the box or the drop down arrow and select a flow characteristic from the
list. If none of the options are appropriate select N/A.

Pressure Class
Click on either the box or the drop down arrow and select the pressure class from the
list. If none of the options are appropriate select Other.

Hand Wheel Orientation


Click on either the box or the drop down arrow and select Hand Wheel Orientation from
the list. If none of the options are appropriate select None.

Positioner Type
Click on either the box or the drop down arrow and select type of positioner from the list.
If none of the options are appropriate select Other.

Type
Click on either the box or the drop down arrow and select the valve type from the list. If
none of the options are appropriate select Other.

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Body Size
Click on either the box or the drop down arrow and select the body size from the
list. If none of the options are appropriate select Other.
Packing Matl
Click on either the box or the drop down arrow and select packing material from
the list. If none of the options are appropriate select Other.
Pbal Seal Matl
Click on either the box or the drop down arrow and select the seal material from
the list. If none of the options are appropriate select N/A.
Solenoid Mfgr
Click on either the box or the drop down arrow and select the solenoid manufacturer
from the list. If solenoids are not used select None. If none of the options are
appropriate select Other.

Fail Mode
Click on either the box or the drop down arrow and select the Fail Mode from the list. If
none of the options are appropriate select Other.

CV
Enter the CV rating of the valve.

Quick Exhaust
Enter the quick exhaust rating of the valve.

Booster
If boosters are used enter the booster information here.

Customer Information
All fields in this area are optional, however, it is recommended that they be populated as
this information is attached to the test results and can make data management easier.

Plant Name
Enter the name of the plant or facility that the valve is assigned to.

Location
Enter the location of the plant or the location within the plant that the valve is assigned
to.

Unit Name
Enter unit name the valve is assigned to.

Valve Application
Enter the application for which the valve is used.

Return #
If a return number was given for the customer, enter information here.

Year of Installation
Enter the year the valve was placed in service/installed.

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Once all information is entered, select the save button, this will open a Windows File
Dialog Box. System will default to the valve serial number or tag depending on the
selection made in the configuration screen under System Setup tab. Find file then click
OK, if asked to replace select YES.

Recall will open a dialogue box where the user can select previously saved
configurations. This will save the user time (file can be edited and saved if needed).

If the cancel button is selected and the information was not saved in a configuration file,
the next time this valve is tested the information will be lost.

Valve Information (Fieldbus)

Valve Information Screen (Fieldbus)


Required Information
Actuator Type
Diaphragm choose this option if the valve actuator is a diaphragm type.
Cylinder choose this option if the valve actuator is a cylinder type.

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Air Action
Air to Open (ATO) select this option if air must be applied to the valve in order for it
to open.
Air to Close (ATC) select this option if air must be applied to the valve in order to
close the valve.
Signal Source
4-20 mA select this option if the positioner to be tested requires a 4-20, 4-12, and
12-20 mA current source.
10-50 mA select this option if the positioner to be tested requires a 10-50 mA
current source.

Note: This signal source is not available on Fieldbus Positioners.

Type
Linear select this option for linear actuated valves
Rotary select this option for rotary actuated valves.
Nominal Stroke
For linear actuated valves enter the expected nominal stroke in inches.
For rotary actuated valves enter the expected nominal stroke in degrees.

Note: Profiler automatically sets the units to inches or degrees based


on the Type selection.

Seat (Trim) Diameter


Enter the diameter of the seat/trim of the valve to be tested (units are in inches).
Actuator Size (in2)
Enter the actuator size of the valve to be tested.
Valve Information (Left Panel of the Valve Information Screen)
All fields in this area are optional, however, it is recommended that they be populated as
this information is attached to the test results and can make data management easier.
Saved Configurations
The valve information is saved as a valve configuration each time the Valve Information
Screen is closed. To select a saved configuration click the drop down arrow and select
the desired configuration from list.

Tip: If a new profile must be created, selecting a configuration that is


similar to new configuration, and editing the information fields
that are incorrect can save time.

Serial #
Enter the valve serial number.

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Valve Mfgr
Click on either the box, or drop down arrow and select a valve manufacturer from list.
Date
Profiler automatically populates this field with the current date, based on the host PCs
system calendar.
Time
Profiler automatically populates this field with the current time, based on the host PCs
system clock.
Valve Description/Comments
This field is for additional information that the user feels should be included with test
results. For example: special configurations or unusual test parameters.

Tip: Include in the Valve Description/Comments any information that


may not be available in the drop down boxes of other fields. For
example, if the valve has unique packing material select other for
packing material and type the actual material used in the Valve
Description/Comments box.

Additional Information (Right Panel of the Valve Information Screen)


All fields is this area are optional, however, it is recommended that they be populated as
this information is attached to test results and can make data management easier.
Flow Direction
Click on either the box or drop down arrow and select a flow direction from list. If none
of the options are appropriate select Other.
Flow Characteristic
Click on either the box or drop down arrow and select a flow characteristic from list. If
none of the options are appropriate select N/A.
Pressure Class
Click on either the box or drop down arrow and select the pressure class from list. If
none of the options are appropriate select Other.
Hand Wheel Orientation
Click on either the box or drop down arrow and select Hand Wheel Orientation from list.
If none of the options are appropriate select None.
Positioner Type
Click on either the box or drop down arrow and select type of positioner from list. If none
of the options are appropriate select Other.
Type
Click on either the box or drop down arrow and select the valve type from list. If none of
the options are appropriate select Other.
Body Size
Click on either the box or drop down arrow and select the body size from list. If none of
the options are appropriate select Other.

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Packing Matl
Click on either the box or drop down arrow and select packing material from list. If none
of the options are appropriate select Other.
Pbal Seal Matl
Click on either the box or drop down arrow and select the seal material from list. If none
of the options are appropriate select N/A.
Solenoid Mfgr
Click on either the box or drop down arrow and select the solenoid manufacturer from
list. If solenoids are not used select None. If none of the options are appropriate
select Other.
Fail Mode
Click on either the box or drop down arrow and select the Fail Mode from the list. If
none of the options are appropriate select Other.
CV
Enter the CV rating of the valve.
Quick Exhaust
Enter the quick exhaust rating of the valve.
Booster
If boosters are used enter the booster information here.
Customer Information
All fields in this area are optional, however, it is recommended that they be populated as
this information is attached to test results and can make data management easier.
Plant Name
Enter the name of the plant or facility that the valve is assigned to.
Location
Enter the location of the plant or the location within the plant that the valve is assigned
to.
Unit Name
Enter unit name the valve is assigned to.
Valve Application
Enter the application for which the valve is used.
Return #
If a return number was given for the customer, enter information here.
Year of Installation
Enter the year the valve was placed in service/installed.
Once all information is entered click F1 found at the bottom right of the screen. This will
open a Windows File Dialog Box. System will default to the valve serial number and
location for the configuration file then click OK.
Recall F2 will open a dialogue box where the user can select previously saved
configurations. This will save the user time (file can be edited and saved if needed).
Clear/Defaults F3 sets all to default setting.
If the cancel button is selected the information will be lost.

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The NI-FBUS Configuration Manager (pictured below) will automatically start when
testing a Fieldbus Positioner. If it is not running there will be no communication between
the positioner and Fieldbus Card in the computer.
Profiler currently uses version 3.1, do not upgrade without contacting SofTek
Engineering.

When positioner has been selected to attach and communicate with the following screen
will appear. This is a delay that allows the positioner time to power up and initialize
before Profiler begins communication. This window will appear with all digital
positioners.

Fisher Fieldbus DVC6000f positioner (example).

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To change the Tag on any Fieldbus Positioner Select the Chg Tag button (F5) and
enter new tag number. It may take up to 2 minutes to make the change, follow the
screen instructions (example below) and watch the status bar.

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Calibration
Once valve information is entered and all hardware properly connected Profiler must
calibrate the string potentiometer (used for position measurement) before the valve may
be tested. Calibration performed in calibration screen, pressure transducer readings are
included for information.

Calibration Screen

Tip: The Calibration Screen can be used to manually control the valve and
verify that all pressure transducers are functioning correctly.

Caution: When connected to a valve the calibration screen can actuate the
valve without warning. Proper safety and lockout procedures
should be followed. Ensure that the valve is off line and all
personnel understand that the valve may actuate without warning!

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Calibration Screen
The calibration screen has been divided into three main areas. Position/Displacement is
used to report position. Signal which drives the valve, typically controlling the 4 20 mA
current signal. Pressure Transducers, four pressure gauges are labeled to match the
label on the Profiler Interface box. It is important to verify that external pressure
transducers are connected properly.
Control Buttons
Zero Position
This button is used to zero the string potentiometer. Each time Profiler is connected to
the valve, the string potentiometer will be located in a default position. Zeroing is
required in order for the Profiler Software to the know string potentiometer displacement
voltage when valve is closed.
To zero the valve set the control signal to zero, wait for the valve to stop moving
(string potentiometer signals will stabilize) and press the Zero button.
Profiler sending a 0% signal to the string potentiometer should also report that the
valve is at 0 in/mm or deg.
Quick Calibration
Not available at this time.
Cycle Valve
Prior to testing, Profiler must cycle the valve to determine the open and close positions
and verify that the actual travel of the valve is within tolerances of valve travel specified
in Valve Information Screen.

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Exit
Click this button to exit the calibration screen.

Note: Most of the controls on this screen have shortcut keys assigned.

Position/Displacement Section
This section of the screen reports all pertinent information regarding valve position. The
string potentiometers output range is 0 3.0V. The calibration screen is used to ensure
that string potentiometer can sense entire range of the valve travel, and read the string
potentiometers output at the actual 0% and 100% valve position.
The Position/Displacement section of the Calibration Screen has 3 fields, String
potentiometer Volts, Range, and Displacement. Displacement is calculated based on
the String potentiometers calibration scale factor. The calibration scale factor is entered
in a file provided by SofTek and displayed in the Profiler Setup Screen. Refer to Setup
Section for additional information.

Note: All Profiler systems are to be returned to SofTek Engineering on an


annual basis for maintenance, calibration and software upgrade. The
calibration service includes a NIST traceable calibration certificate for
string potentiometer and pressure transducers. Contact SofTek
Engineering for additional information regarding this service.

String Potentiometer Volts


This field reports actual voltage (0-3.00 Volts) read from the string potentiometer.
Profiler uses this value to calculate the actual position.
String Potentiometer Range
The total measurable range of travel is shown in bar graph. The bar graph units are
reported in inches or degrees based on the actuator type selected in the Valve
Information Screen. As the valve is cycled in area of travel, verify that the slider does
not reach either end of the indicator and that string potentiometer is in range. If the
string potentiometer is not able to measure the full range of travel, adjustments to the
string potentiometer mounting may be required, or a string potentiometer with longer
range of travel must be used. See the Mounting Section for additional information
regarding string potentiometer adjustments.
Displacement
Actual position as calculated by Profiler. Should read 0 after zeroing Profiler and
setting the control signal to 0%. Reading should display in the engineering units
selected (in/mm or deg).
Drive Signal Control
This screen has two variable slide bars that allow the user to manually adjust the control
signal. Five green LED/Buttons which are activated by clicking on them. The active
button is lit, for easy identification of signal level being used. The % Open converts the
control signal to a percent value based on the signal range (i.e. 4 mA is reported as
5.55%, 12 mA as 50% and 20 mA as 94.45%). Signal box reports the actual signal as
sent to the valve.

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Variable #1 & #2
The two variable slide bars located on either side of the signal panel can be used to
manually set user values. The scale of both slides is based on the control signal. To
adjust use the mouse and click on the top of the bar and slide it up and down to the
desired level or type it in the Control Indicator. Both variables can be set independently
of the other, to any value, within the control signal range of 3mA 0% and 21mA 100%
LED Control Buttons
These buttons are found in the center of the Signal Panel and will step the control signal
value when clicked. The top button is always assigned to 5.55% (typically 4 mA) of the
control signal, the middle button is always assigned to 50% (typically 12 mA) and the
bottom button is always assigned to 94.45% (typically 20 mA). The two remaining
buttons are assigned to variable #1 and variable #2. They are labeled accordingly, and
have bold arrows pointing to the variable slide bar that controls them.
Clicking between the different buttons allows the user to step valve between any two
signal values.

Tip: By selecting one of the variable buttons, the valve can be controlled manually
when using the corresponding slide bar. This can be useful in watching the valve
move slowly between two points, or viewing how the pressures react to slow
signal changes. This is important for proper valve calibration.

Pressure Sensors
The four pressure gauges on the right side of the screen simply report the pressure (psi)
of the pressure gauge connected to the corresponding sensor on the interface box.
These sensors are active and anytime the valve is moved, the pressure gauges should
react.

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Note: The Tune Boosters tab in the Calibration Screen is used to monitor
the sensors in a strip chart format, showing the command, pressures
and position. The user can visually see overshoot and adjust the
positioner gains and/or boosters before testing begins. The user can
choose different commands and step between them. Signals can be
turned on or off to only show what is needed.

Tune Boosters Tab

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Valve Profile Test
The Profile Test is used to perform an overall health check of valve. Profiler ramps the
control signal from 6.25% (3 mA) to 106.25% (21 mA), and back to 6.25%, while
monitoring position and pressure. Control signal, position, and pressures are all plotted
in both directions. At the conclusion of the test friction is calculated and plotted.

Profiler Test Screen

Caution: Tests in the Profiler Test Suite can actuate the valve without
warning. Proper safety and lockout procedures must be followed.
Ensure that the valve is off line, and all personnel understand that
the valve may actuate without warning!

Profiler Test Setup


Little setup is required for this comprehensive overall health test. This test
graphically displays, accuracy, friction and pressures during a ramp up and

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down. Setup Panel is located at the bottom center of the screen, where graphing
options are turned on and off, ramp time (seconds), and hold time are also
specified.
Ramp Time
Length of time in seconds that should elapse during ramp.
Hold Time
Time to hold the valve position at either end of ramp. This is useful in giving
large actuators time to completely saturate the cylinder or diaphragm.
Test Completed
Indicator lights up at the conclusion of test, status bar will give % complete.
Graphs
The larger, profile plot, graphs the dynamic data (signals that change) during actual
ramp. The smaller, friction graph plots pressure over the ramp, and calculated friction,
at the conclusion of the test.

The following parameters are plotted on the Profile Graph:


% Open (Left y-axis)
A percentage value representing actual valve position as measured by the string
potentiometer.

In/mm/Degrees (Left y-axis):


Actual valve displacement in in/mm or degrees as measured by the string potentiometer.
Pressure (Right y-axis):
Pressure as measured by the pressure transducer and reported in psi/bar.
Friction (Right y-axis):
Stem or shaft friction based on the pressures, spring, actuator size and stem measured
during the ramp.
mA (x-axis):
Value of milliamps sent to valve.
Time (x-axis):
Elapsed time of test reported in seconds.

The following parameters are plotted on the Signal Graph:


Pressure (Left y-axis):
Pressure as measured by the I/P pressure transducer and reported in psi/bar.

Friction (Right y-axis):


Stem or shaft friction based on pressure differences measured during the ramp.

The signals that are plotted on both graphs can be turned on and off to make the graphs
easier to read and understand. Found on the right side of each graph is a legend that
shows the label and line style for each of the plotted parameters. Next to each element
in the legend is a green indicator, when lit the element is plotted. To turn off any
element simply click on the corresponding indicator.

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Test Result Table
The table on the right side of screen is populated with data collected and calculated from
the Profile Test. Pass/Fail criteria are specified in the Profiler Setup screen if enabled.
Displacement
Actual valve travel measured from fully closed to fully open position. Units are
reported in in/mm or degrees depending on valve type.
Seat Contact
Low value of control signal after which no more movement is measured as the
valve moves in a closing direction.
Full Open
High value of control signal after which no more movement is measured, as the
valve moves in an opening direction.
Nominal Displacement
Measures the mA command at the nominal stroke of actuator entered in
Information Screen under stroke length. (For example @ .75 stroke the mA
reading is 18.94)
Dynamic Error % (max)
Maximum error is calculated as difference between control signal vs. actual
measured position, over the entire ramp. (Dynamic error is hysteresis, deadband
and delay due to time).
Dynamic Error % (mean)
Mean error is calculated as difference of control signal vs. the actual measured
position, over the entire ramp.
Friction (max)
Maximum calculated friction value.
Friction (mean)
Mean calculated friction value.
Seat Load
Load placed on seat when valve is fully closed.
Spring Seat Load
Force placed from the spring when the valve is fully closed if no air pressure is
on the valve.
Total Seat Force
Total force placed on the seat of the valve (spring and air).
Actuator Pressure
Supply pressure to the valve.
Seat Contact (signal)
On 3 15 psi I/P positioners, value of the 3-15 psi signal at which seat contact
occurs.
Full Open (signal)
On 3-15 psi I/P positioners, value of the 3-15 psi signal at which plug contact
occurs.
Control Buttons
The control buttons on top of the screen are used start test and exit.

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Save & Exit
Click this button to save test and return to main screen.
Start
After configuration click the start button to launch test.
Cancel
Click Cancel to exit to main screen (test is not saved).
Image
Creates a .jpg file of screen. This can be used to save tests for e-mail.
View
Allows user to view .jpg files that have been saved.
Zoom
Allows user to view the graph, zoom and annotate to point out problems in the seat for
example.

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Other graphs
Gives the user another view of positioner, I/P, pressures and travel. Graph is viewed
like the Flow scanner printout for those users who may have previously viewed or used
that system.

Other Graphs

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Frequency Response Test
The Frequency Response Test is used to determine the highest frequency that a valve
can track. Profiler runs the test by producing a sinusoidal waveform with three different
amplitudes at offset. Amplitude and offset are both user adjustable, to allow for easy
testing with specific conditions. When launched test starts a frequency sweep from 0.1
Hertz, to a specified dB point.

Note: The 6 dB point is the point at which the amplitude of the valve
movement is less than the amplitude of the control signal.

Frequency Response Test Screen

Caution: Tests in the Profiler Test Suite can actuate the valve without
warning. Proper safety and lockout procedures must be followed.
Ensure that the valve is off line, and all personnel understand that
the valve may actuate without warning!

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Test Configuration
On the left side of Frequency Response Test screen, there are the five boxes used to
configure test.
Frequency
Input the amplitude.
Offset
Center of the sinusoidal wave used to cycle valve. For example, if the first frequency is
set to 50.00 and the offset is set 50% the valve will be cycled from 25% to 75% (50%
signal amplitude centered at 50%).
-dB Limit
As frequency increases the valve will not be able to keep up and the total travel of valve
will decay. This is the point of decay at which the test will stop.
Test Results
Like most tests in the Profiler system results are plotted both graphically and recorded
in table format.
Plots
The three plots in the center of screen, plot amplitude vs. frequency and phase shift (lag)
vs. frequency.
Table
For each amplitude, table lists first the frequency that valve exceeded the specified dB
level, actual dB, and measured phase shift. Test Pass/Fail Criteria is specified in the
Profiler Setup Screen.
Control Buttons
Control buttons on the top of the screen are used start test and exit.
Save & Exit
Click this button to save test and return to main screen.
Start
After configuration click the start button to lunch test.
Cancel
Click Cancel to exit to main screen. Test is not saved.
Image
Creates a .jpg file of screen. This can be used to save tests that can be e-mailed.

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Hysteresis Test

The Hysteresis Response Test is used to determine how accurately and


repeatable the valve steps when moved from different directions. This test will
cycle through a series of equal steps (between 0% to 100%).

Hysteresis Test Screen

Caution: Tests in the Profiler Test Suite can actuate valve without warning.
Proper safety and lockout procedures must be followed. Ensure
that the valve is off line, and all personnel understand that the
valve may actuate without warning!

Test Configuration
On the left side of the Hysteresis Test Screen, are three configuration fields; Settling
Time, # of Steps, and Select Type.

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Settling Time
After each step the Hysteresis Test will hold position for the time specified in seconds,
giving the valve time to settle, prior to reading position.
# Of Steps
Hysteresis tests will take the number of steps specified. Tests are automatically
calculated to be equal, but can be edited by the user by using the edit button.
Select Type
Hysteresis Test can calculate three different parameters Hysteresis, Repeatability, and
Linearity.
Hysteresis: Test measures the difference in final position when approached from
different directions.
Repeatability: Test measures the difference in final position when approached from
the same direction.
HRL: Performs Hysteresis, Repeatability and Linearity. Linearity is defined by how
much valve deviates from a linear (straight line) if all the steps were plotted against
the control signal.
Test Results
Like most tests in the Profiler system results are plotted both graphically and recorded
in table format.
Plots
Graph plots the Hysteresis and Repeatability for each of the two cycles:
Hysteresis is calculated as the difference between measured errors with an
increasing step vs. the measured error with a decreasing step.
Repeatability is calculated as the difference between the measured error of the first
increasing step vs. the measured error of the second increasing step. The same
calculation is performed with decreasing steps.
Result Table
Table shows actual steps and measured error for each step.
The left column shows the command signal (in percent) for each of the steps.
The four remaining columns show the measured error (difference between actual
position and command signal).
Analysis Table
At the conclusion of the test the maximum Hysteresis and Repeatability values are
calculated, as well as Linearity.
Hysteresis %FS: The maximum and average Hysteresis value recorded.
Repeatability %FS: The maximum and average Repeatability value recorded.
Linearity: Calculated over linearity based on the Hysteresis and Repeatability plots.
Control Buttons
Control buttons on the top of screen are used start test and exit.
Save & Exit
Click this button to save test and return to main screen.
Start
After configuration click start button to lunch test.

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Cancel
Click Cancel to exit to main screen. Test is not saved.
Edit Steps %
Click and edit the positions at which each Deadband test will be run.
Image
Creates a .jpg file of screen. This can be used to save tests that can be e-mailed.

Resolution Test
Resolution Response Test performs four increasingly smaller steps and plots how well
the valve is able to respond to steps.

Resolution Test Screen

Caution: Tests in the Profiler Test Suite can actuate valve without warning.
Proper safety and lockout procedures must be followed. Ensure
that the valve is off line, and all personnel understand that the
valve may actuate without warning!

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Test Configuration
Located on the left side of Resolution Test Screen, are seven configuration fields; Hold
Time, Offset(%), # of Cycles, Step % #1, Step % #2, Step % #3, and Step % #4,
Hold Time
After each step will hold position for the time specified in seconds.
Offset(%)
This is the starting position for each step in test.
# of Cycles
Resolution Test has the ability to cycle through the four steps any number of times.
Step % # 1-4
These four fields define the step size.
Test Results
The Resolution Test plots command signal steps vs. actual position.
Control Buttons
Control buttons on the top of the screen are used start test and exit.
Save & Exit
Click this button to save test and return to main screen.
Start
After configuration click start button to lunch test.
Cancel
Click Cancel to exit to main screen. Test is not saved.
Image
Creates a .jpg file of screen. This can be used to save tests that can be e-mailed.

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Sensitivity Test
The Sensitivity Test performs a series of four increasingly smaller steps in an upward
direction, then returns to the offset value and performs the same steps in a downward
direction.

Sensitivity Test Screen

Caution: Tests in the Profiler Test Suite can actuate valve without warning.
Proper safety and lockout procedures must be followed. Ensure
that the valve is off line, and all personnel understand that the
valve may actuate without warning!

Test Configuration
On the left side of Sensitivity Test Screen, are six configuration fields; Hold Time,
Offset(%), Step % #1, Step % #2, Step % #3, and Step % #4,
Hold Time
After each step will hold the position for time specified in seconds.

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Offset(%)
This is the starting position for each series of steps.
Step % # 1-4
These four fields define step size for each of the four steps, in both the upward and
downward series.
Test Results
Sensitivity Test plots command signal steps vs. actual position.
Control Buttons
Control buttons on top of screen are used start test and exit.

Save & Exit


Click button to save test and return to main screen.
Start
After configuration click start button to launch test.
Cancel
Click Cancel to exit to main screen. Test is not saved.
Image
Creates a .jpg file of screen. This can be used to save tests that can be e-mailed.

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Step Response Test
Step Response Test performs a single step and detailed analysis of valve performance
for the given step.

Step Response Test Screen

Caution: Tests in the Profiler Test Suite can actuate valve without warning.
Proper safety and lockout procedures must be followed. Ensure
that the valve is off line, and all personnel understand that the
valve may actuate without warning!

Test Configuration
On the left side of the Step Response Test Screen are three configuration fields Hold
Time, Offset(%), Step %.
Hold Time
Amount of time test will hold position at the offset value and the step.
Offset(%)
Starting position for step.

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Step %
Size of step to make from offset.
Test Results
Step Response Test plots the command signal vs. actual position. In addition there are
multiple parameters in the analysis table.
Analysis Table Parameters
Overshoot - % error and step size.
Undershoot - % error and step size.
Rise Time - total elapsed time the valve required to move from offset 10% to 90% of
step, reported in seconds.
Fall Time - total elapsed time the valve required to move from 90% to 10% of step,
reported in seconds.
Delay - elapsed time from control signal steps until the valve (= 1% of step) actually
responds.
Time Con. 1 Increase (sec) - first time constant for the increasing command. (0-
63.2%)
Time Con. 2 Increase (sec) - second time constant for the increasing command. (0-
86.5%)
Time Con. 3 Increase (sec) - third time constant for the increasing command. (0-
95%)
Time Con. 4 Increase (sec) - fourth time constant for the increasing command. (0-
98%)
Time Con. 5 Increase (sec) - fifth time constant for the increasing command. (0-99%)
Time Con. 1 Decrease (sec) - first time constant for the decreasing command. (0-
63.2%)
Time Con. 2 Decrease (sec) - second time constant for the decreasing command. (0-
86.5%)
Time Con. 3 Decrease (sec) - third time constant for the decreasing command. (0-
95%)
Time Con. 4 Decrease (sec) - fourth time constant for the decreasing command. (0-
98%)
Time Con. 5 Decrease (sec) - fifth time constant for the decreasing command. (0-
99%)
Velocity Increase - velocity when stroking up, reported in inches per seconds.
Velocity Decrease - velocity when stroking decreased, reported in inches per
seconds.
Stroke Speed increasing signal (sec) 0-100%
Stroke Speed decreasing signal (sec) 100-0%
Control Buttons
Control buttons on top of screen are used start test and exit.
Save & Exit
Click this button to save test and return to main screen.
Start
After configuration click start button to lunch test.
Cancel
Click Cancel to exit to main screen. Test is not saved.

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Image
Creates a .jpg file of screen. This can be used to save tests that can be e-mailed.

Stroke Speed Test


The Stroke Speed Test performs a single step and a detailed analysis of the
valves speed performance for given step.

Stroke Speed Test Screen

Caution: Tests in the Profiler Test Suite can actuate valve without warning.
Proper safety and lockout procedures must be followed. Ensure
that the valve is off line, and all personnel understand that the
valve may actuate without warning!

Test Configuration
On the left side of the Resolution Test screen are five configuration fields Hold Time,
Offset(%), Step %, Start (%) Timer @, and Stop (%) Timer @.

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Hold Time
Amount of time test will hold the position at the offset value and step.
Offset(%)
Starting position for step.
Step (%)
Size of the step to make from offset.
Start (%) Timer @
Position to start the timer that velocity and speed calculations are based on.
Stop (%) Timer @
Position to stop the timer that velocity and speed calculations are based on.

Note: All valves have a delay between when the command is given and
when it actually responds (example: start time 5% - stop time 95%
gives time from 5% to 95% of step size in seconds). In addition the
valve requires a certain amount of time to get up to speed, the valve
will begin to slow down as it approaches its final position. The start
and stop timer fields make it possible to eliminate these slow areas
of the step.

Test Results
Stroke Speed Test plots the command signal vs. actual position. In addition there are
multiple parameters in the analysis table.
Analysis Table parameters
Offset - actual position when step command was given.
Step Size - total step size based on valves max position lowest offset position.
Amplitude - total valve travel above offset.
Overshoot - % error of step size.
Undershoot - % error of step size.
Rise Time - total elapsed time valve required to move from 10% to 90% of step size,
reported in seconds.
Fall Time - total elapsed time valve required to move from 90% to 10% of step size,
reported in seconds.
Delay - elapsed time from when control signal steps until the valve actually responds
to 1% of step.
Delta Time Increase (sec)
Delta Time Decrease (sec)
Velocity Increase - velocity when stroking up reported in inches per seconds.
Velocity Decrease - velocity when stroking decreased reported in inches per
seconds.
Control Buttons
Control buttons on top of screen are used start test and exit.
Save & Exit
Click this button to save test and return to main screen.
Start
After configuration click start button to lunch test.

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Cancel
Click Cancel to exit to main screen. Test is not saved.
Image
Creates a .jpg file of screen. This can be used to save tests that can be e-mailed.

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Transducer Test
Transducer Test is used to determine how accurately and repeatable the signal psig
pressure transducer strokes valve. Similar to the Hysteresis Test and will cycle through
a series of equal steps between 0% and 100%.

Transducer Test Screen

Caution: Tests in the Profiler Test Suite can actuate valve without warning.
Proper safety and lockout procedures must be followed. Ensure
that the valve is off line, and all personnel understand that the
valve may actuate without warning!

Test Configuration
On the left side of the Transducer Screen are two configuration fields, # of Steps and
Test Type.
# Of Steps
Transducer Test will take the number of steps specified and software will
automatically scale the test to be equal in size. However, the user may edit test
by clicking the steps field % signal immediately under the results graph.

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Select Type
Transducer Test can run three types of tests Hysteresis, Repeatability, and
Linearity. Select which of the 3 to calculate.
Hysteresis - test measures the difference in final position when
approached from different directions.
Repeatability - test measures the difference in final position when
approached from the same direction.
HRL - performs the above two tests plus linearity. Linearity is defined
by how much the valve deviates from a linear (straight line) if all steps
were plotted against the control signal.
Test Results
Like most tests in the System results are plotted both graphically and recorded in a table
format.
Plots
Graph plots the Hysteresis and Repeatability for each of the two cycles.
Hysteresis is calculated as the difference between the measured error when
valve is stroked with an increasing step vs. the measured error with a
decreasing step.
Repeatability is calculated as the difference between the measured error
between two steps to the same position and same direction. This calculation
is performed for both increasing and decreasing steps.
Result Table
Table shows the actual steps and measured error for each step.
The left column (yellow background) shows the command signal (in percent)
for each of the steps (these can be edited).
The four remaining columns show the measured error (difference between
actual position and command signal).
Analysis
At the conclusion of the test the maximum hysteresis and repeatability values are
calculated as well as linearity.
Hysteresis %FS
The maximum Hysteresis value recorded.
Repeatability %FS:
The maximum Repeatability value recorded.
Linearity
Calculated over linearity based on Hysteresis and Repeatability plots.
Control Buttons
Control buttons on the top of screen are used start test and exit.
Save & Exit
Click this button to save test and return to main screen.
Start
After configuration click start button to lunch test.

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Cancel
Click Cancel to exit to main screen. Test is not saved.
Edit Steps %
Click and edit the positions at which each Deadband test will be run.
Image
Creates a .jpg file of screen. This can be used to save tests that can be e-mailed.

Deadband
Deadband Test determines the minimum command signal change required for valve to
respond. Profiler can test at multiple locations, and wait a specified amount of time at
each position, to allow less responsive valves more time to move.

Deadband Test Screen

Caution: Tests in the Profiler Test Suite can actuate valve without warning.
Proper safety and lockout procedures must be followed. Ensure
that the valve is off line and all personnel understand that the
valve may actuate without warning!

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Test Configuration
Settle Time
After the command signal changes, how long Profiler waits (in seconds) for valve to
respond. Enter the settling time in the upper right corner of the screen.
Number of Positions
Number of locations to run the Deadband test. Enter number of positions in the upper
right corner of the screen.
Positions
Profiler automatically adjusts the positions table to match the number of positions and
defaults to equal spacing between points (user can edit points). Click on location in table
and enter new desired location.

Test Results
Results Graph
Results graph plots position vs. error.
Analysis Table
Table reports position and calculated Deadband for each location.
Control Buttons
Control buttons on the top of screen are used start test and exit.
Save & Exit
Click button to save test and return to main screen.
Start
After configuration click start button to launch test.
Cancel
Click Cancel to exit to main screen. Test is not saved.
Image
Creates a .jpg file of screen. This can be used to save tests that can be e-mailed.
Edit Steps %
Click and edit the positions at which each Deadband test will be run.
Start Test
After configuration click start button to launch the test.
Cancel
Click Cancel to exit the Dead Band Test and return to main screen. Test is not saved.

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Mini Cal

Mini Cal Screen


This screen is an optional calibration screen. Two adjustable 4-20 mA settings can be
adjusted by sliding the arrow on the large blue indicators. Click the middle indicator and
a drop down box will appear with 5 possible outputs, select the desired output.

Caution: Tests in the Profiler Test Suite can actuate valve without warning.
Proper safety and lockout procedures must be followed. Ensure
that the valve is off line and all personnel understand that the
valve may actuate without warning!

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Sequencer
The sequencer tool allows the operator to select multiple tests and permits the Profiler
system to automatically run all selected tests, saving the technician time and hassle
normally spent babysitting the system while running multiple tests.

Sequencer Screen

Sequencer Configuration
To select a sequence of tests to run, Shift+Click on each test. When the continue
button is selected the Sequencer will commence running all tests selected.
Control Buttons
Control buttons in the bottom right corner of screen are used start test and exit.

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Continue
Click this button to begin running selected tests.
Cancel
Click Cancel to exit Sequencer and return to main screen.
Settings Screen
This screen is to setup or change standard default settings for all tests in Profiler, they
may be saved and recalled at a later time. Useful if there are customer requirements for
testing differ from program defaults. Dynamic Tab is for tests that calibrate data when
valve moves. Static tests are calculated when valve has stopped moving.

Settings

Caution: Tests in the Profiler Test Suite can actuate valve without warning.
Proper safety and lockout procedures must be followed. Ensure
that the valve is off line, and all personnel understand that the
valve may actuate without warning!

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Passive Monitoring

Passive Monitoring

To begin passive monitoring fill in the header information at the bottom right and choose
amount of data to file. Select the config button on tool bar and name the file that data
will be saved to. Select the Go button and the graph will display data. There are no
control capabilities in this test only monitoring of signals.
Position 1 and 2 will record displacement. Pressures include top/dia, bottom, I/P, and
supply. The three mA signals can also be monitored. Two 0-25mA and one 0-55mA for
the recording of valve signal or flowmeters etc. There are three voltage signals that
must fall into the range of +/- 10 VDC.
For example if the control signal (mA) of the valve needs to be monitored, the signal
cable must be used and placed in the ground side of the control signal.
Once every signal is reading on the screen press the Save button and it will stay
depressed. Data is now being saved to the file. Press it again and it will stop saving
data. Press again and it will continue to append to the same file.

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Pressing the Zero button will Zero the position transducer. This can be done before the
valve has moved to position or after. The user must remember what the zero position
was before data is collected.

Custom
This feature is currently unavailable.

Contact Information
SofTek Engineering 826 N. 100 E., Building 3B Spanish Fork, UT 84660
www.Softekeng.com
JamesD@Softekeng.com

801-602-7841 (Mobile)
801-794-0035 (office)
801-798-0310 (Fax)

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IMPORTANT NOTICE
SofTek Engineering, LLC (SofTek) reserves the right to make changes to their
products, product specification, or service without notice. All products are sold
subject to the terms and conditions of sale supplied at the time of order
acknowledgment, including those pertaining to warranty, patent infringement, and
limitation of liability.

SofTek warrants performance of its products to the specifications applicable at


the time of sale. Testing and other quality control techniques are utilized to the
extent SofTek deems necessary to support this warranty. Specific testing of all
parameters of each device is not necessarily performed.

Customers are responsible for the safety of their operators, and equipment when
using SofTek products.

In order to minimize risks associated with the use of SofTeks products, the
customer must take adequate operating safe guards to minimize inherent and
procedural hazards. SofTek is not liable for any injuries to the customer, or
personnel resulting from the use or misuse of SofTeks products. SofTek is not
responsible for damage to equipment of facilities due to the use or misuse of this
or other SofTek Products. SofTek assumes no liability for providing assistance
or custom designs.

SofTeks publication of information regarding any third partys products or


services does not constitute SofTeks approval, warranty or endorsement there
of.

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