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User Manual
Valve Information............................................................. 26
Calibration ....................................................................... 31
Sensitivity Test................................................................. 46
Deadband .......................................................................... 57
Custom .............................................................................. 61
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.
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 System
Each Profiler system consists of the following:
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).
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.
Cables
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.
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.
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.
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.
Figure 4
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.
Figure 7
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.
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.
Note: Must use the administrator user name and password to access
this 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.
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.
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.
Note: For definitions of the parameters found on each test refer to the tests
section of the manual.
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.
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.
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.
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.
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.
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.
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.
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
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.
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.
Serial #
Enter the valve serial number.
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.
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.
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.
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.
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.
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.
Serial #
Enter the valve serial number.
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.
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!
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.
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.
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!
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.
Other Graphs
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.
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!
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.
Resolution Test
Resolution Response Test performs four increasingly smaller steps and plots how well
the valve is able to respond to steps.
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!
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.
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.
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 @.
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.
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.
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.
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 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.
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!
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.
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!
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.
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)
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.