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Table of Contents

Table of Contents .................................................................................................................................. 1


Figures................................................................................................................................................. 5
Tables.................................................................................................................................................. 7
Notes ................................................................................................................................................... 7
SVI INSET ........................................................................................................................................... 8
Product Safety ....................................................................................................................................... 9
Safety Warnings .................................................................................................................................. 9
NOTE - Indicates important facts and conditions. .......................................................................... 9
SVI Insets ...................................................................................................................................... 10
Chapter One Introduction ................................................................................................................... 11
Scope of Manual................................................................................................................................ 11
ValVue Trial Period and ValVue 2 Lite .......................................................................................... 11
Stand-Alone ValVue 2 or ValVue - AMS SNAP-ON Application.................................................... 11
SVI and SVI II with ValVue 2 ......................................................................................................... 11
SVI and SVI II ................................................................................................................................ 12
Organization .................................................................................................................................. 13
Popup Menus ................................................................................................................................ 13
Chapter Two ValVue 2 Installation and Administration ................................................................... 15
Requirements .................................................................................................................................... 15
Hardware and Software Requirements .............................................................................................15
Before Installing ValVue 2 ................................................................................................................. 15
HART Compliance ......................................................................................................................... 15
Failure to Communicate ................................................................................................................ 16
AMS System Administration, Passwords, and Privilege Levels .................................................... 16
Installing ValVue 2............................................................................................................................. 16
Administration ................................................................................................................................ 17
ValVue 2 System Administration, Passwords, and Privilege Levels.............................................. 17
Start the Administration Program................................................................................................... 18
Logging in as an Administrator ...................................................................................................... 18
Starting ValVue 2...............................................................................................................................19
Add Users ...................................................................................................................................... 20
Editing User Accounts ................................................................................................................... 20
Deleting a User Account ................................................................................................................ 20
Privilege Level ............................................................................................................................... 21
Starting ValVue 2...............................................................................................................................22
Register ValVue 2.0...........................................................................................................................22
Starting ValVue 2 to Register ........................................................................................................ 22
Chapter Three Configuring ValVue 2 Options .................................................................................. 31
Configuration ..................................................................................................................................... 31
Com Port Selection............................................................................................................................ 31
Multidrop............................................................................................................................................ 32
HART Masters ................................................................................................................................... 32
Using a Device List File ..................................................................................................................... 32
Multiplexor Overview ......................................................................................................................... 33
Burst Mode Control........................................................................................................................ 33
Configuring Burst Mode ................................................................................................................. 33
Chapter Four Connecting to Devices ................................................................................................ 35

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Overview............................................................................................................................................ 35
Find by Tag........................................................................................................................................ 36
Chapter Five SVI II Modes................................................................................................................... 37
SVI II Positioner Modes ..................................................................................................................... 37
Operating Mode ............................................................................................................................. 37
Manual Mode ................................................................................................................................. 38
Setup Mode ................................................................................................................................... 38
Mode Transfer ............................................................................................................................... 38
Bumpless Transfer ............................................................................................................................ 38
Canceling Bumpless Transfer ....................................................................................................... 39
Configuration Mode ....................................................................................................................... 39
Calibration Mode ........................................................................................................................... 39
Diagnostic Mode ............................................................................................................................ 39
Failsafe Mode .................................................................................................................................... 40
Failsafe Recovery.............................................................................................................................. 40
Recovering from Failsafe............................................................................................................... 40
Chapter Six Using ValVue 2 Pages with SVI II and SVI.................................................................... 49
Overview............................................................................................................................................ 49
Viewing a Page and Activating a Control....................................................................................... 50
Monitor Page in Operating Mode....................................................................................................... 50
Popup Controls in Monitor Page.................................................................................................... 50
Monitor Page in Manual Mode........................................................................................................... 51
Viewing the Monitor Page in Manual Mode ................................................................................... 51
Send Commands to the Device ..................................................................................................... 53
Setup Wizard ..................................................................................................................................... 53
Trend Page........................................................................................................................................ 55
Refresh Graph ............................................................................................................................... 56
Stop Graph .................................................................................................................................... 56
Configure Page.................................................................................................................................. 57
Tag Name Group ........................................................................................................................... 59
Polling Rules.................................................................................................................................. 59
Editing Configurations ................................................................................................................... 60
Positioner Characterization ........................................................................................................... 61
Linear............................................................................................................................................. 61
Equal Percentage (50)................................................................................................................... 61
Equal Percentage (30)................................................................................................................... 61
Quick Opening ............................................................................................................................... 61
Custom Characterization ................................................................................................................... 63
Configuring a Custom Characteristic Curve .................................................................................. 64
Editing a Curve .............................................................................................................................. 64
Custom Linearization......................................................................................................................... 65
Configuring Custom Linerarization ................................................................................................ 65
Simple Linkage .............................................................................................................................. 65
Compound Linkage ....................................................................................................................... 65
Local Button Security Lock ............................................................................................................ 67
Position Limits ............................................................................................................................... 67
Tight Shutoff ...................................................................................................................................... 69
Parameters That Modify the Valve Characteristic ......................................................................... 69
Configure Bumpless Transfer ........................................................................................................ 71
Display Language .......................................................................................................................... 71
Air-to-open / Air-to-close................................................................................................................ 72
Single Acting / Double Acting ........................................................................................................ 72
Position Error warning, Time 1 ...................................................................................................... 72
Position Error set for Failsafe action, at Time 2............................................................................. 72
Switch settings............................................................................................................................... 73

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Calibrate Page................................................................................................................................... 73
Signal Range ................................................................................................................................. 74
Calibrating Valve Travel................................................................................................................. 75
Finding Stops................................................................................................................................. 75
Step2 Open Stop Adjustment ........................................................................................................ 75
Adjusting Stops.............................................................................................................................. 75
Positioner Tuning........................................................................................................................... 76
Positioner Tuning Parameters ........................................................................................................... 77
Calibration of Current Sensor and Pressure Sensor ..................................................................... 80
Diagnostics ........................................................................................................................................ 81
Continuous Diagnostics ................................................................................................................. 81
Response Test .............................................................................................................................. 81
Standard Actuator Signature Test ................................................................................................. 81
Step Test ....................................................................................................................................... 82
Positioner Signature ...................................................................................................................... 82
Extended Actuator Signature......................................................................................................... 82
To Perform Diagnostic Tests ......................................................................................................... 82
Pop Up Menu in Diagnostic Mode .................................................................................................83
Diagnostic Message Boxes ........................................................................................................... 84
Standard Actuator Signature Test ................................................................................................. 85
Step Response .............................................................................................................................. 87
Zooming In on a Graph.................................................................................................................. 88
Extended Actuator Signature......................................................................................................... 88
Obtaining an Extended Actuator Signature ................................................................................... 89
Positioner Signature ...................................................................................................................... 90
Saving and Retrieving Diagnostic Tests ........................................................................................ 91
Retrieving Saved Diagnostic Data ................................................................................................. 93
Exiting to Device Selection ............................................................................................................ 94
Status Page ....................................................................................................................................... 95
Clearing Faults .............................................................................................................................. 96
Check Page ....................................................................................................................................... 96
Set I/P, Unset I/P ........................................................................................................................... 97
Units of Measure in Check Page ................................................................................................... 98
Chapter Seven Popup Context Menus ..............................................................................................99
Overview............................................................................................................................................ 99
Help ................................................................................................................................................. 100
About ............................................................................................................................................... 101
Connected Devices Popups ............................................................................................................ 102
Graphics .......................................................................................................................................... 102
Detach Trend ............................................................................................................................... 102
Refresh Graph ............................................................................................................................. 102
Stop Graph .................................................................................................................................. 103
Reset ............................................................................................................................................... 103
Reports ............................................................................................................................................ 104
Report Setup ............................................................................................................................... 104
Report .......................................................................................................................................... 104
Saving and Restoring Positioner Data............................................................................................. 105
Save SVI Data ............................................................................................................................. 105
Restore SVI Data......................................................................................................................... 106
Configuration ............................................................................................................................... 107
Calibration ....................................................................................................................................... 107
Valve Stroking ................................................................................................................................. 107
Full Open and Full Closed, and Set Mid Scale ............................................................................ 107
Diagnostics ...................................................................................................................................... 108
Chapter Eight SVI PID Controller ..................................................................................................... 109

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Overview.......................................................................................................................................... 109
Controller Page................................................................................................................................ 109
Controller Modes ............................................................................................................................. 110
Controller Configuration................................................................................................................... 111
Turning the Process Controller On .................................................................................................. 112
Startup Selections ....................................................................................................................... 112
Controller Action .......................................................................................................................... 113
Initial Setpoint .............................................................................................................................. 113
Controller Period.......................................................................................................................... 113
Ratio Control................................................................................................................................ 114
PV Units Code ............................................................................................................................. 114
Remote SP Units Code................................................................................................................ 114
Controller Calibration....................................................................................................................... 114
Input Signal Range ...................................................................................................................... 115
Low Process Variable (PV).......................................................................................................... 115
High Process Variable (PV) ......................................................................................................... 115
Low Remote Setpoint .................................................................................................................. 115
High Remote Setpoint ................................................................................................................. 115
Allowable ranges of PV and Remote setpoint ............................................................................. 115
Applying changes ........................................................................................................................ 115
Discarding Changes .................................................................................................................... 115
Calibrate PV (the 2nd Input Signal)............................................................................................... 115
Setting the Low Range Value ...................................................................................................... 116
Setting the High Range Current................................................................................................... 116
Controller Parameters ..................................................................................................................... 116
Proportional Gain (%) .................................................................................................................. 117
Integral Time (s) .......................................................................................................................... 117
Derivative Time (ms).................................................................................................................... 117
Derivative Gain ............................................................................................................................ 117
Beta (Non_linear Gain Factor)..................................................................................................... 118
Setpoint Low and High Limits ...................................................................................................... 118
Ratio Gain and Bias..................................................................................................................... 118
Low and High Alarm Limits .......................................................................................................... 119
Manual Reset Bias (%) ................................................................................................................ 119
Output Rate Limit (%/s) ............................................................................................................... 119
Controller Dead Zone .................................................................................................................. 119
Derivative Source ........................................................................................................................ 119
Alarm Type .................................................................................................................................. 119
Setpoint Tracking......................................................................................................................... 119
Freeze Output.............................................................................................................................. 119
Apply changes ............................................................................................................................. 120
Discarding Changes .................................................................................................................... 120
Returning to a Monitor Position ................................................................................................... 120
Simulation for Controller Training .................................................................................................... 120
Using Simulate ............................................................................................................................ 121
Exit to Connected Devices Page ..................................................................................................... 121
Chapter Nine Multiplexor Setup and Operation.............................................................................. 123
Introduction...................................................................................................................................... 123
Options Setup Dialog................................................................................................................... 124
Primary and Secondary Masters ................................................................................................. 125
Multiplexor Options Setup Dialog ................................................................................................ 125
Multiplexor Setup ......................................................................................................................... 125
Multiplexor Operation Summary ...................................................................................................... 127
Troubleshooting ValVue 2 Used with Mux....................................................................................... 128
Appendix A Glossary of Terms ........................................................................................................ 129

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Appendix B SVI and SVI II Message Responses ............................................................................ 135


Message Responses ....................................................................................................................... 135
Using the Hart Commands .......................................................................................................... 135
Using HART Commands ............................................................................................................. 136
Appendix C Status Error Messages................................................................................................. 139
Appendix D SVI and SVI II Reports .................................................................................................. 141
Reports ............................................................................................................................................ 141
Report Format Files......................................................................................................................... 141
Selecting a Template ................................................................................................................... 141
Creating a Report ........................................................................................................................ 142
Customizing the Report Format....................................................................................................... 143
Select a Program for Creating the Report .......................................................................................144
Supplied Report Format File............................................................................................................ 144
Smart Valve Interface 2 – Configuration Data Sheet................................................................... 144
Appendix E Saving and Restoring SVI Data Files .......................................................................... 147
Index ................................................................................................................................................... 153
References ......................................................................................................................................... 156

Figures
Figure 1 – SVI........................................................................................................................................ 12
Figure 2 – SVI II..................................................................................................................................... 12
Figure 3 – Login to Administration Program .......................................................................................... 19
Figure 4 – Setting Up Users .................................................................................................................. 20
Figure 5 – Login to ValVue 2 to Register............................................................................................... 23
Figure 6 – Enter ValVue 2 Serial Number ............................................................................................. 24
Figure 7 – Login Screen ........................................................................................................................ 25
Figure 8 – Device Selection................................................................................................................... 26
Figure 9 – Software Expiration Notification ........................................................................................... 27
Figure 10 – Incompatible Device / File Type ......................................................................................... 28
Figure 11 – Open Offline File ................................................................................................................ 28
Figure 12 – Offline Monitor Page........................................................................................................... 29
Figure 13 – Connected Devices Page Popup Menus............................................................................ 31
Figure 14 – ValVue 2 Options Setup ..................................................................................................... 32
Figure 15 – SVI II Change Mode Dialog Box......................................................................................... 37
Figure 16 – Change Mode Dialog Box .................................................................................................. 39
Figure 17 – Failsafe Example Caused by Low Air Supply..................................................................... 41
Figure 18 – ValVue 2 Device Management Window ............................................................................. 49
Figure 19 – Monitor Menu Operation Mode........................................................................................... 50
Figure 20 – Manual Mode Warning Dialog ............................................................................................ 51
Figure 21 – Monitor Page in Manual Mode ........................................................................................... 52
Figure 22 – Numerical Entry of Setpoint................................................................................................ 52
Figure 23 – Send Commands to the SVI............................................................................................... 53
Figure 24 – Setup Wizard...................................................................................................................... 54
Figure 25 – Setup Wizard Dialogs......................................................................................................... 54
Figure 26 – Setup Wizard Dialog Boxes................................................................................................ 55
Figure 27 – Detached Trend with Steps ............................................................................................... 55
Figure 28 – Trend Zoom Display ........................................................................................................... 56
Figure 29 – SVI II Configure Page......................................................................................................... 57
Figure 30 – SVI Configure Page............................................................................................................ 58
Figure 31 – Configuration Tag Name .................................................................................................... 58
Figure 32 – Save Changes Dialog Box ................................................................................................. 61
Figure 33 – Standard Characteristics - Air to Open............................................................................... 62
Figure 34 – Custom Characterization.................................................................................................... 64

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Figure 35 – Custom Linearization Drop Down Menu............................................................................. 66


Figure 36 – Custom Linearization.......................................................................................................... 66
Figure 37 – Custom Characteristic Calculated by Custom Linearization .............................................. 67
Figure 38 – Limits Configured ............................................................................................................... 68
Figure 39 – Tight Shutoff at 5%............................................................................................................. 68
Figure 40 – Modifications of the Actuator Characteristic .......................................................................70
Figure 41 – Bumpless Transfer Setup................................................................................................... 71
Figure 42 –- Calibration for SVI II Input Current and Stops................................................................... 74
Figure 43 – Calibration Tuning .............................................................................................................. 76
Figure 44 – SVI II AutoTune Complete Graph....................................................................................... 77
Figure 45 – Set Low Signal Calibration ................................................................................................. 80
Figure 46 – SVI Calibration with 2nd Input Signal ................................................................................. 81
Figure 47 – SVI II Diagnostic Page ....................................................................................................... 82
Figure 48 – Diagnostic Popup Continuous Diagnostic Data.................................................................. 84
Figure 49 – Diagnostic Popup after Standard Actuator Signature Diagnostic Procedure ..................... 84
Figure 50 – Diagnostic Popup after Other Diagnostic Procedure.......................................................... 84
Figure 51 – Reset Continuous Diagnostic Data Warning ...................................................................... 84
Figure 52 – Response Test Setup and Results..................................................................................... 84
Figure 53 – Standard Actuator Setup and Results ................................................................................85
Figure 54 – Response Test Compared to Baseline in File .................................................................... 85
Figure 55 – View or Save Diagnostic Data Using the Popup Menu ...................................................... 86
Figure 56 – Response Test Data at Speed of 4 .................................................................................... 86
Figure 57 – Select Show Diagnostic Info to See and Compare Results ............................................... 86
Figure 58 – Step Test Display ............................................................................................................... 87
Figure 59 – Step Response Setup ........................................................................................................ 87
Figure 60 – Zoom In to the Step Response Graph................................................................................ 88
Figure 61 – Extended Actuator Signature setup.................................................................................... 88
Figure 62 – Extended Signature 4% to 96% ......................................................................................... 89
Figure 63 – Positioner signature 5 % to 95 % ....................................................................................... 90
Figure 64 – Set Positioner Signature Parameters ................................................................................. 90
Figure 65 – Popup to View or Save Graphs .......................................................................................... 91
Figure 66 – Select File........................................................................................................................... 92
Figure 67 – Choose a Signature Type for Viewing................................................................................93
Figure 68 – Status Page (Status Shown after Canceling Calibration Procedure) ................................. 95
Figure 69 – Set I/P to Move Valve......................................................................................................... 97
Figure 70 – Check Page........................................................................................................................ 98
Figure 71 – Context Menus Popup in Each Window ............................................................................. 99
Figure 72 – Help Contents from Help Button....................................................................................... 100
Figure 73 – Context Sensitive Help for Monitor Page ......................................................................... 101
Figure 74 – About Message Box ......................................................................................................... 101
Figure 75 – Connected Devices Context Menu Items ......................................................................... 102
Figure 76 – Report Setup Dialog ......................................................................................................... 104
Figure 77 – Memory Save Dialog Box................................................................................................. 105
Figure 78 – Report Template Location ................................................................................................ 105
Figure 79 – Select a Memory Dump File to Restore ........................................................................... 106
Figure 80 – Incompatible Device File Type Warning........................................................................... 106
Figure 81 – Controller Monitor............................................................................................................. 109
Figure 82 – Set Controller Output Dialog ............................................................................................ 111
Figure 83 – Controller Configuration Page .......................................................................................... 112
Figure 84 – Controller Configuration with Ratio................................................................................... 113
Figure 85 – Calibrate Page with Controller Ranges ............................................................................ 114
Figure 86 – Controller Setting Page .................................................................................................... 116
Figure 87 – Beta Affects Controller Response .................................................................................... 118
Figure 88 – Save Changes Dialog Box ............................................................................................... 120
Figure 89 – Multiplexor Connected Devices........................................................................................ 123

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Figure 90 – Context Menu with Mux Functions - ................................................................................. 124


Figure 91 – Options and Mux Setup.................................................................................................... 124
Figure 92 – Multiplexor Setup.............................................................................................................. 126
Figure 93 – Custom Characterization Screen .....................................................................................130
Figure 94 – Equal Percentage Characteristic, 50:1............................................................................. 131
Figure 95 – HART Messages in Manual Modes.................................................................................. 136
Figure 96 – Report Setup Dialog Box.................................................................................................. 142
Figure 97 – Report Format Files Installed by ValuVue 2..................................................................... 143

Tables
Table 1 – Chapter Descriptions ............................................................................................................. 13
Table 2 – Default Login Names and Passwords ................................................................................... 17
Table 3 – ValVue 2 Fault Messages for SVI II....................................................................................... 42
Table 4 – Fault Messages for SVI ......................................................................................................... 45
Table 5 – Polling Address Selection...................................................................................................... 60
Table 6 – Characteristic Choice ............................................................................................................ 62
Table 7 – Actuator Action and Failure Position ..................................................................................... 72
Table 8 – Autotune Error Messages Shown in Damping Coefficient..................................................... 79
Table 9 – Tuning Parameter Ranges .................................................................................................... 79
Table 10 – Diagnostic Graph Types ...................................................................................................... 92
Table 11 – Help Is Everywhere ........................................................................................................... 100
Table 12 – Context Menu Items to Configure ValVue 2 ...................................................................... 102
Table 13 – Trend Context Menu Item.................................................................................................. 103
Table 14 – Reset Context Menu Item.................................................................................................. 103
Table 15 – Report Generation Context Menu Items............................................................................ 104
Table 16 – Saving and Restoring Configuration Data Popups ............................................................ 106
Table 17 – Configuration Context Menu Items ....................................................................................107
Table 18 – Valve Stroking Context Menu Items .................................................................................. 107
Table 19 – Diagnostics Context Menu Items....................................................................................... 108
Table 20 – Controller Context Menu Items.......................................................................................... 108
Table 21 – Hart Commands and Responses ...................................................................................... 137
Table 22 – Parameters Saved (SVI II)................................................................................................. 147

Notes
Caution: Some Distributed Control System output circuits are incompatible with the HART ................ 16
Caution It is important that the administrator change the login names and passwords ....................... 18
Caution: Never assign permission level 8 to ordinary users!................................................................. 19
Note: Do not enable Multiplexor if using a HART modem.. .................................................................. 32
Note: When burst mode is enabled valvue 2 does not allow detailed device view............................... 33
Note: Saving the device list overwrites the previous file....................................................................... 35
Warning!: Isolate the valve from the process before moving to Setup mode. ....................................... 38
Warning!: Always match the input signal to the manual valve position ................................................ 39
Warning!: Use the Position Error and Time 2 parameters with care. .................................................... 40
Warning!: Leaving the Operating mode will disconnect the control valve ............................................. 51
Warning!: Isolate the valve from the process before starting the Setup Wizard................................... 53
Warning!: Isolate the valve from the process before moving to Setup mode. ....................................... 57
Warning!: Use the Position Error and Time 2 parameters with care. .................................................... 61
Warning!: Position Limits and Tight Shutoff are applied immediately when Apply is clicked. .............. 68
Note: SVI II bumpless transfer function differs from the SVI bumpless transfer................................... 71
Warning! Always disable bumpless transfer if the SVI is configured as a process .............................. 71
Note: If the Air-to-open / Air-to-close selection is changed, the valve position...................................... 72
Warning!:To prevent valve movement when transferring to Operation mode ....................................... 73
Warning!: Very small values of Error band and Time 2 may create frequent ........................................ 73

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Warning!: Isolate the valve from the process before moving to Setup mode. ....................................... 73
Warning Before beginning the Auto or Manual range calibration, confirm that the valve...................... 74
Note: SVI and SVI II perform open stop adjustment differently. ........................................................... 76
Note: Setting the Open Stop Adjustment value to 100 will restore....................................................... 76
Note: With booster or quick exhaust, Auto Tune may not succeed....................................................... 77
Warning! Before beginning the Auto Tune procedure, confirm ............................................................. 77
Note: It is unlikely that the current sensor will need recalibration in the field ........................................ 80
Note!: Isolate the valve from the process before moving to diagnostics mode. .................................... 82
Caution: The Continuous diagnostic data will be permanently deleted ................................................ 83
Warning!: Isolate the valve from the process before performing diagnostic tests ................................. 83
Note: If tight shutoff or limits are set, the standard actuator test will not run. ....................................... 85
Note: Do not combine view of signature with a step test...................................................................... 94
Warning!: Always return the SVI II to Operating Mode.......................................................................... 94
Danger!: Set I/P, Unset I/P, Full Open, or Full Closed stroke the valve. . ............................................ 96
Danger!: Never use functions that stroke the valve unless the control valve has been. ....................... 96
Caution: Do not use Reset if the positioner is working normally. ....................................................... 103
Note: The positioning control of the SVI will not be affected during the creation . ............................ 104
Note: The positioning control of the SVI will be unaffected during data transfer. ............................... 105
Warning!: While data is downloading from the PC to the SVI, the positioner..................................... 106
Danger!: Set I/P, Unset I/P, Full Open, or Full Closed stroke the valve. . .......................................... 107
Note: The SVI controller option must be installed at the factory......................................................... 110
Note: The controller output will be equal to the position setpoint only when the positioner. .............. 110
Note: Always complete configuration and calibration before setting ratio gain and bias.................... 114
Note: The Apply button does not set High and Low ........................................................................... 116
Note: Precision calibration of the 2nd Input Signal may be required to calibrate................................. 116
Note: If using ValVue 2 as an AMS SNAP On, AMS ......................................................................... 121
Warning!: Simulate disables normal controller operation! .................................................................. 121
Note: A MUX hardware re-scan is different from the re-scan performed by ValVue 2 . ..................... 125

SVI INSET
SVI Inset 1 Opening Corresponding Page for Each Mode ................................................................... 35
SVI Inset 2 SVI Modes ......................................................................................................................... 38
SVI Inset 3 SVI Fault Messages........................................................................................................... 44
SVI Inset 4 Configuration Mode............................................................................................................ 57
SVI Inset 5 Configure SVI Bumpless Transfer ..................................................................................... 71
SVI Inset 6 Failsafe Action Position Limits ........................................................................................... 73
SVI Inset 7 Calibrate Page Active in Calibrate Mode ...........................................................................73
SVI Inset 8 SVI Open Stop Adjustment ................................................................................................ 76
SVI Inset 9 SVI Calibration Page........................................................................................................... 80
SVI Inset 10 Diagnostics ....................................................................................................................... 83
SVI Inset 11 SVI Check Page................................................................................................................ 97

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Product Safety

Safety Warnings
These instructions contain DANGER, WARNING, CAUTION, and NOTE where necessary to alert you
to safety related or other important information. Read these instructions carefully BEFORE this
instrument is installed or maintained.
Although DANGER and WARNING hazards are related to personal injury, and the CAUTION hazards
involve equipment or property damage, it should be understood that operation of damaged equipment
could, under certain operational conditions, result in degraded process system performance that can
lead to personal injury or death. Therefore, comply fully with all DANGER, WARNING, and CAUTION
i
notices.
Safety Alert Symbol

This is the safety alert symbol. It is used to alert you to potential


personal injury hazards. Obey all safety messages that follow this
symbol to avoid possible injury or death.

Danger

DANGER DANGER - Indicates an imminently hazardous


situation that will result in serious injury or death.

Warning

 WARNING WARNING - Indicates a potentially hazardous


situation that can result in serious injury or death.

Caution with Safety Alert Symbol

 CAUTION CAUTION- Indicates a potentially hazardous


situation that can result in minor or moderate injury.

Caution

CAUTION CAUTION - Used without the safety alert symbol


indicates a potentially hazardous situation that can
result in property damage.

Note

NOTE - Indicates important facts and conditions.

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Conditions of Use
This software is intended for use only with Masoneillan transmitters and SVI and SVI II positioners.
The positioners are intended for use with industrial compressed air systems only. Ensure that an
adequate pressure relief provision is installed if application of system supply pressure can cause
peripheral equipment to malfunction. Installation MUST be in accordance with local and national
compressed air and instrumentation codes.
Safety Issues
Transmitters, positioners and modems certified for use in explosionproof / flameproof or inherently safe
installations MUST:
x Be installed in accordance with local and national codes for hazardous area installations;
x Be used in situations that comply with the certification conditions stated in this instruction;
x Be maintained and used only by qualified personnel with adequate training on hazardous
area instrumentation.
Before Using
Before using this software for communicating to positioners or transmitters used for non-industrial
applications, consult Masoneilan, Inc. This software is not intended for use in life support systems.
This software is not intended for use in safety shutdown systems. Substitution of transmitter or
positioner parts and components can lead to unsafe operation or compromise performance.
Items sold by Masoneilan, Inc. are warranted to be free from defects in materials and workmanship for
a period of one year from the date of shipment, provided said items are used according to Masoneilan,
Inc. recommended usages.
Masoneilan, Inc. reserves the right to discontinue manufacture of any product or change product
materials, design, or specifications without notice.
These instructions contain DANGER, WARNING, CAUTION, and NOTE where necessary to alert you
to safety related or other important information.
SVI Insets
When using this manual to obtain information detailing the use of ValVue 2 with the Masoneilan SVI
series, please observe the following text insets. ValVue 2 differs in some respects between SVI and
SVI II applications. These text insets will explain the differences between the two applications and in
turn save you considerable time and aggravation.
SVI Inset
ValVue 2 supports both SVI and SVI II. This instruction manual describes use of the software with SVI
II and shows SVI II screen shots. Where SVI and SVI II differ, the SVI differences are described in an
enclosed text box similar to this one and have the heading SVI Inset.

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1
Chapter One Introduction

Scope of Manual
The ValVue ®2 software package provides a powerful interface to Masoneilan’s Smart Valve Interfaces
(SVI£ and SVI£ II positioners), the Model 12300 Digital Level Transmitter (DLT), and other HART£
instruments. This manual describes the functionality of ValVue£ 2 software and contains information
needed to install and use ValVue 2 with SVI and SVI II. Users of DLT refer to the DLT Instruction
manual.
ValVue Trial Period and ValVue 2 Lite
ValVue 2 has a 60-day free trial period before a license is required. After the 60-day trial period,
ValVue 2 does not execute. The trial period allows you to evaluate advanced functions such as:
x Diagnostic Procedures
x Report Generation
x Password Administration
ValVue 2 Lite is offered without registration. It provides sufficient functions to fully commission,
configure, and start up a positioner on a control valve.
Stand-Alone ValVue 2 or ValVue - AMS SNAP-ON Application.
ValVue 2 can be accessed as a standalone application or it can be accessed as a SNAP-ON to the
Emerson Process Management AMS. Procedures for finding and selecting devices are different in the
two contexts. ValVue 2 standalone offers login, user administration, and device selection. For AMS
SNAP-ON users, the AMS login, user administration, and device selection, methods are used. The
SNAP-ON application requires a license. Contact Masoneilan for licensing information.
SVI and SVI II with ValVue 2
The Smart Valve Interface Product line, as shown on the next page, are digital valve positioners and
process controllers that can be configured, calibrated, and operated locally or remotely using ValVue 2
software, a Windows based computer, and a HART modem. Normal control signaling is with 4 to 20
mA DC current (ANSI/ISA-50.1-1982 - (R1992)). For more information on SVI and SVI II, refer to the
Masoneilan SVI and Masoneilan SVI II Instruction Manuals.
By using ValVue 2 software and SVI or SVI II on a valve, it is possible to monitor, configure, calibrate,
control and perform valve diagnostics, remotely. ValVue 2 can also provide a basic interface to other
HART instruments.

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SVI and SVI II

Figure 1 – SVI

Figure 2 – SVI II

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Organization
This manual is organized logically to assist you in finding needed information. A table describing
chapter content can be found in this section. The manual contains a table of contents, a glossary, an
index, and a listing of figures, tables, notes and SVI Insets.
When viewing this manual electronically you can click on a reference to “Figure”, “Chapter” or “Table”,
or a blue highlight. You immediately are taken to that topic. Use the back arrow in your viewer to
return to the previous topic.
ValVue 2 also supports the MTL multiplexor. Using the multiplexor option in ValVue 2, multiple SVI
and SVI II positioners can be monitored and operated, using a single computer. ValVue 2 software
can be used in a stand alone PC or as an AMS SNAP-ON.
Popup Menus
Popup menus are different in each mode and on each page. To find the tool or control that you want
to use, look on page 99. There are tables showing the page and mode for each type of activity. The
tables with BOLD titles refer to the SVI II, while the tables with BOLD ITALIC titles refer to SVI.
Table 1 – Chapter Descriptions

Chapter Contents

1 – Introduction Describes the scope of this manual.

2 – ValVue 2 Installation Contains software requirements, registration and license


and Administration information, and information for System Administrators.

3 – Configuration Covers port selections, HART devices, and multiplexor


requirements.

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


Devices devices.

5 – SVI II Modes Describes the eight operational modes available using SVI
II

6 – Using ValVue 2 Contains information used to configure, calibrate and


Pages with SVI I and diagnose SVI I and SVI II systems using ValVue 2
SVI II software.

7 – Popup Context Covers the use of popup menus to producing reports,


Menus saving data, and configuring and calibrating devices.

8 – SVI PID Controller Details operating and calibrating the SVI controller.

9 – Multiplexor Setup Describes setting up and troubleshooting the ValVue 2


and Operation Multiplexor.

A – Glossary Explains the various technical terms used in this manual

B – SVI and SVI II Status Explains status messages that can appear during normal
Messages operation.

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C – Status Error Explains errors messages that appear during operation.


Messages

D – SVI and SVI ii Describes creating, printing, and maintaining reports.


Reports

E – Saving and Details how to restore and save legacy files.


Restoring SVI Data
Files

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2
Chapter Two ValVue 2 Installation and
Administration

Requirements
Using the ValVue 2 installation procedures detailed in this chapter requires basic knowledge of
Microsoft Windows operating systems and the Masoneilan SVI or SVI II positioners and controller. For
additional information describing SVI and SVI II, see Masoneilan SVI and SVI II Instruction Manuals
(EW 2000 and EW 2002). For installation and administration of AMS, see instructions provided with
AMS.

Hardware and Software Requirements


ValVue 2 runs on a standard IBM-compatible computer. To successfully install and run ValVue 2, your
computer system must meet or exceed the following minimum hardware and software requirements.
x Windows 95, Windows 98, Windows ME, Windows 2000, Windows XP
x Windows Pentium or compatible microprocessor
x CD-ROM drive
x An available serial communication port COM 1 to COM 4
x A HART modem or RS232/485 converter for HART Multiplexor
x 40 MB of free hard disk space to install and run ValVue 2

Before Installing ValVue 2


Before installing ValVue 2, determine which port the computer uses for serial (RS-232) communication
(COM1 to COM 4). The HART modem and RS232/485 converter for ValVue 2 multiplexor
configuration both use this port for communication with SVI and SVI II.
ValVue 2 is distributed on a CD-ROM for Windows 95, Windows 98, Windows NT, Windows 2000, and
Windows XP operating systems.
HART Compliance
ii
SVI and SVI II require a HART-compliant communications loop. The HART protocol specifies the
noise level, impedance requirements, and configuration of the loop. Conventional current output loops
consisting of the following components meet requirements for HART compliance.
x Quality current source having low noise and high impedance
x Minimum loop impedance of 250 ohms
x Twisted pair cable suitable for 4-20 mA current loops

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When a safe barrier separates the communicating devices, a HART compliant barrier must be used.
You cannot connect or use ValVue 2 and another HART master terminal device, for example a
handheld device, at the same time.

 CAUTION Some Distributed Control System output circuits are


incompatible with the HART protocol. Connecting a HART
modem to such a circuit can cause a process upset. A HART filter can be used.
Consult the DCS manufacturer to verity that the DCS is compatible with HART,
before connecting a HART modem..

Failure to Communicate
If the PC (with modem) fails to communicate with the SVI or SVI II (the PC displays the message “No
Devices Found” in the Connected Devices page or “HART I/O Failed” if the device communications
fails during the session) then the PC cannot establish a link to the SVI or SVI II. Possible causes of
communications failure related to installation include:
x Poor wiring contacts
x Improper connection of the HART modem to the computer
x Incorrect serial port
x Using ValVue 2 with another HART master terminal in service
x Insufficient loop impedance (a minimum of 250 ohms is required
x Field device has a non-zero polling address (Set ValVue 2 to multidrop)
If HART compliance problems are suspect prepare a detailed description of the loop, including all
devices on the loop, type of wiring used, loop length, and presence of any possible interference
sources before contacting the factory for assistance
AMS System Administration, Passwords, and Privilege Levels
System administration, users, and licensing for the AMS SNAP-ON differ from similar functions in
ValVue 2. See the AMS instruction manual.

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

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Administration
An administrative program, ValVue 2 Administration, is also installed along with ValVue 2. After
successful installation of ValVue 2 software, the System Administrator of ValVue 2 should change the
default login and password. There are two default login names installed and they are both case
sensitive, lower case only.
Table 2 – Default Login Names and Passwords

Login Name Password Permission Level

admin (No password needed) 9

masoneilan new 8 (Used only for training)

You can then set up user accounts using the administration program. Store the ValVue 2 setup CD-
ROM in a secure location to provide system security. Anyone with access to the set up disk could
reload the software and access SVI and SVI II devices. For more detail, see ValVue 2 System
Administration, Passwords, and Privilege Levels on page 17.
ValVue 2 System Administration, Passwords, and Privilege Levels
In a system having many users with various levels of training and responsibility it is recommended to
restrict certain user’s access to a limited range of functions. Starting the ValVue 2 program requires a
valid account with a user name and a password for each user. The privilege level associated with a
ValVue 2 account determines which functions of the program the user is allowed to access.
The ValVue 2 Administration program, ValVue20Admin.exe, allows the administrator to perform all
user account administrative functions, run ValVue 2 and control access to the functionality of SVI and
SVI II. AMS handles security with passwords differently from ValVue 2. See the AMS documentation.
The administrative functions include:
x Adding new user accounts
x Deleting existing user accounts
x Changing existing user accounts
x Adjusting privilege levels

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Start the Administration Program


After installation of ValVue 2, the administrator should change the default passwords, set up the initial
user accounts through the SVI and SVI II Administration program, and secure the setup disk. Anyone
with access to the setup disk could reload the software and thereby get access to SVI and SVI II
devices.
ValVue Lite does not require the administration program, and does not require passwords. If restricted
access is required, distribution of the ValVue Lite CD-ROM must be limited.
Logging in as an Administrator
Use this procedure to login as an Administrator.
x Enter admin as User Name.
x Leave Password blank for the first time.
x Enter the default names in lower case, as the system is case sensitive.
x Administer User Names checkbox is now enabled.
x Select Login to start ValVue 2 with an Administrative window.
x Open the Administration Window with a click on the Administration tab

 CAUTION It is important that the administrator change the login


names and passwords. Continued use of the login
account names and passwords renders the system insecure .

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Figure 3 – Login to Administration Program

Starting ValVue 2
Start ValVue 2 Administration: Start>Programs>ValVue2>ValVue2 Administration.
To login in with the administrator account, enter admin as User Name but leave Password blank for
the first time. The system is case sensitive; you must enter the default names in lower case.
Administer User Names checkbox are enabled. Select Login to start ValVue 2 with an Administrative
window.
Open the Administration Window with a click on the Administration tab.
The administration program, when first installed, contains two accounts. One account is the
administrator account that you are using. The other account has User Name of masoneilan in lower
case and password of new also in lower case. The masoneilan account is assigned privilege level ‘8’
that allows use of the process control simulator for training purposes. The process control simulator
duplicates, in software, a process with a dead time of one second and a lag of five seconds. Never
assign permission level 8 to ordinary users.
Caution - Use permission level 8 for training only. Level 8 allows the
SVI Controller to be disconnected from the process control system.

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Figure 4 – Setting Up Users

Add Users
Use this procedure to add users. If you need to discard your changes use the Revert button.
x Enter the User Name
x Enter a password in Password and Password Again
x Assign a privilege level
x Select Add
x Enter additional users
x Select Save
x Select Exit
Editing User Accounts
Use this procedure to edit a user account.
x Select the account you need to edit
x Delete the selected account
x Create an account with the changes.
Deleting a User Account
Use this procedure to delete a user’s account
x Select the user account in the list box.
x Select the Delete button.
x Select Save to keep your changes.
x Select Exit.

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Privilege Level
Each user is assigned an account. For each account, there is a privilege level associated with it. You
provide ValVue 2 users an appropriate privilege level so you can keep field devices secure from the
actions of unknowledgeable or unauthorized users.
Privilege level ranges from ‘0’ to ‘9’, where level ‘0’ is the lowest and ‘9’ the highest’. The following
defines several privilege levels that control access to specific functions of the ValVue 2 program.
It is recommended that the administrator be assigned a second login name and password with lower
privilege, such as level 4, for routine use
Privilege Level Details
x Level 0: Allows the user to login to ValVue 2 only if the connected SVI or SVI II is in
normal operating mode. The user can send commands that replies with configuration,
calibration, and status information, but the user cannot change any information. Level 0
users cannot go to manual mode.
x Level 1: Allows the user access to either normal operating mode or manual mode. The
user can transfer from one to another mode (i.e. the user can take the SVI or SVI II out of
normal mode and put it in manual mode). However, the user cannot change the
calibration or configuration.
x Level 3: Allows the user to change the configuration or calibration values, but does not
allow the user to perform operations that stroke the valve (Find Stops and diagnostics).
x Level 4: Allows the user to perform all operations except “Save Factory” standard valve
signature and “Restore SVI Memory”.
x Level 8: This level is intended for training and should be used cautiously. It grants all of
the privileges of level 4 plus allows access to the simulation mode of the optional process
controller. (The process controller is an available option. The simulation mode of the
controller allows the user to run the process controller without connecting a process
variable input to the SVI and is useful for learning how to operate the process controller).
Never assign level 8 to ordinary users!
x Level 9: Allows access to all SVI and SVI II functions. In addition, it is the only level
allowed to login to the administration program. The administrator has an account of
privilege level 9. There must be at least one user of privilege level 9.

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

OR
x Select Start->Program->ValVue2-> ValVue 2 > ValVue 2

Register ValVue 2.0


ValVue 2 software must be registered to activate the permanent installation. ValVue 2 can be used
without registration for 60 days. Registration allows Masoneilan to keep track of all of ValVue 2 users
so that we can notify you of any changes or important information about new software features and
updates. A registration card is included with the installation CD.
Each installation CD contains a serial number. Keep a record of the serial number in a secure
location. Do not discard the registration card. To register your software, you must run the ValVue 2
program as described below to obtain an installation ID number. Contact Masoneilan and provide your
name, company’s name, contact information, the CD-ROM serial number, and the installation ID
number from the ValVue 2 login display.
Masoneilan Customer Service provides you with software keys that you enter the next time you run the
program. Contact Masoneilan for a new software key if you are moving ValVue 2 to a different
computer and do not have a serial number.
Starting ValVue 2 to Register
To start the ValVue 2 application:
Select Start->Program->ValVue2->ValVue 2
This allows you to begin the registration process. It is not necessary to login at this time to obtain the
Installation ID. Your serial number is located on the ValVue 2 package and on the enclosed sticker.
Place the serial number sticker on the detachable card included with the Registration Instruction card
and store the card in a secure location. You need the serial number to move ValVue 2 to a different
computer.

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Figure 5 – Login to ValVue 2 to Register

Enter the serial number in the text box as shown in Figure 5 then select the Tab key. A unique
installation ID is created for your computer by ValVue 2 and appears as shown. Enter your name and
the name of your company. You are now ready to contact Masoneilan, with this information, to obtain
your software keys.
There are four methods shown on the Registration Instruction Card:
x Mail
x Phone
x Fax
x Email
Refer to the registration card for phone numbers and addresses.

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Figure 6 – Enter ValVue 2 Serial Number

When Masoneilan provides the software key, and Mux key if a multiplexor is used, enter the keys in
the Login screen. Use the Info tab if you are already logged in.

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Login

Figure 7 – Login Screen

With registered or unregistered ValVue 2, the first window that opens has one tab, Info, and a Login
Button. Enter the appropriate User Name and Password assigned by a ValVue 2 Administrator and
select Login to continue. You can use masoneilan as a login name and new as password for
unregistered software. Enter the login and password using lower case.

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Device Selection.

Figure 8 – Device Selection

ValVue 2 opens the Device connection window and searches for connected devices. The devices that
are found are listed. To stop the searching process, select the Stop button. The list includes offline
device files and live devices. Scanning can take a few seconds if multidrop is selected. When a
Multiplexor is used, the process can take some time, depending upon how many devices are
connected.

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To Use Unregistered Software for 60 Days

Figure 9 – Software Expiration Notification

You can run ValVue 2 full version, without a software key, for 60 days after initial installation. Login as
above. When the Connected Device page opens, select the INFO tab to view serial number and
password information. For unregistered copies, there is a Software expiration notice as shown in
Figure 9
Exit Program
Select Exit in any page to terminate ValVue 2.
Offline SVI and SVI II Modes
There are simulated SVI Offline, SVI2 Offline, and DLT Offline offered in the device list in the
Connected Devices window. Using the offline feature allows access to ValVue screens if there is no
HART modem or multiplexor connected to a computer serial port. When SVI Offline, SVI2 Offline, or
DLT Offline is selected, you are prompted to select a dump file with a dp1 extension that contains
configuration and calibration data used for running the SVI, SVI II, or DLT. The SVI Offline and SVI2
Offline options serve two purposes:
x Viewing configuration, calibration and diagnostic data, for SVI and SVI II, that has been
saved in dump and diagnostic files.
x Demonstrating the features and functions of both SVI and SVI II, and ValVue 2 when they
are not connected to an actual device.

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Figure 10 – Incompatible
Device / File Type

To run ValVue 2 offline for SVI or SVI II, select the SVI Offline or SVI2 Offline line in the device list box
and click the Select button or double click the selected line. (The DLT Level transmitter offline file is
also included. See the DLT instruction manual.) A File Open window is presented for you to select a
dump file as a simulated device. The dump files are installed with ValVue 2 in the same location as
the program files. The default location is shown in Figure 11 – Open Offline File

Figure 11 – Open Offline File


When the folder opens, select the sub-folder for the selected device type, then select Data and then
choose from file. There is a default demo file that can be used for demonstration purposes. There can
also be files of actual devices in your plant that been saved in the default folder. (If you select a file for
a device that is incompatible with the selected device, you are warned. Go back and check that the
subdirectory for the specific device type has been used).

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Selecting OK reopens the Open Offline File dialog. Selecting the matching file type opens up Monitor
page.
SVI II Offline is displayed in the top left corner, indicating that ValVue 2 is using a dump file to simulate
an SVI II (or SVI) rather than communicating with a real device.

Figure 12 – Offline Monitor Page

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3
Chapter Three Configuring ValVue 2
Options

Configuration
When login is complete, the Connected Devices page opens with the Connected Devices page
displayed. There is an Info tab next to the Connected Devices tab. Settings must now be made to
configure ValVue 2 to your system. Right click on the Connected Devices page, in the gray area, to
activate the context menu.

Figure 13 – Connected Devices Page Popup Menus

Com Port Selection


Select Set Options to open the Options dialog. The Options dialog displays. Select the COM Port on
your PC that is connected to the HART modem. If your not sure about the COM port the modem is
connected to select the first one in the list and use the trial by error method.

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Multidrop
When more than one device is connected to a loop or if polling addresses other than ‘0’ have been
assigned to devices, select Allow Multidrop.

Figure 14 – ValVue 2 Options Setup

If the Allow Multidrop box in HART Options is checked, ValVue 2 supports HART devices, including
SVI and SVI II’s, with non-zero polling addresses and supports multiple SVI and SVI II’s on the same
loop for split ranging, for example. If the box is unchecked, ValVue 2 looks for devices only at polling
address ‘0’. When in multidrop mode, even if a device is found at polling address ‘0’, ValVue 2
searches for devices with other polling addresses.
Devices connected to a HART loop must have a polling address between 0 and 15. ValVue 2
supports devices operating at any of these addresses and supports multiple devices (with different
addresses) on the same loop if multidrop option is selected. If no devices are found, select the
Options button and check Allow Multidrop.

HART Masters
ValVue 2 can send commands to a HART device as a primary master or as a secondary master. In
most cases, the selection between the two does not matter because using ValVue 2 with a device that
is communicating with another HART master is not permitted. However, when used with a multiplexor,
operation is allowed when a second HART master, such as a DCS system, is communicating. The
ValVue 2 program must be configured to match the configuration of the multiplexor. If the multiplexor
is a primary master, ValVue 2 must also be configured to be a primary master.
Note – Do not enable Use Multiplexor if using a HART modem.

Using a Device List File


The device list can be saved in a file to eliminate re-scanning each time Connect is selected. Unless
Load Device Addresses from File is selected, the file used is temporary and is re-scanned each time

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the program is restarted. If selected, the user can select a file where they can save the device list.
This file is read when the program is started and the list displayed. This saves the time required to
re-scan and is useful when a multiplexor is connected to many devices. Select New File to change
the file or create a new one.

Multiplexor Overview
The option of Use Multiplexor allows the user to select either direct connect (through a HART modem)
or multiplexor operation. If the Use Multiplexor control is checked then the MUX Setup, Add device,
and MUX reset controls are added to the Connected Devices page popup menu. See the circled
popup labeled “With Mux” in Figure 13.
Do not check Use Multiplexor unless ValVue 2 is connected to Multiplexor hardware.
The MTL multiplexor supports baud rates of 9600, 19200, and 38400. You must select a baud rate
that matches the configuration of the hardware. In the direct connect mode, 1200 baud (the HART
standard) is used automatically.
After the options are selected, select OK to accept the changes and exit to Connected Devices page
or select Cancel to discard the changes.
Burst Mode Control
The Burst Mode of operation is an HART protocol option that is supported in SVI and SVI II
positioners. Burst mode causes the device to continuously broadcast the response to either HART
command 1 or HART command 3 until told to stop. This provides a message update rate of over 3
times per second for command #1 (PV). Burst mode requires the use of hardware designed to receive
burst mode signals. Unless such hardware is in use, set burst mode off. Burst mode must be off
before using ValVue 2 Monitor and other pages. Only the Connected Devices page can be used in
burst mode.
Configuring Burst Mode
Use this procedure to configure a burst mode.
x Select the intended device from the Connected Devices page.
x Right click on the gray background of the window to pop up a context menu.
x Select the Burst Mode Control dialog.
x Select the desired command.
x Select OK.
Note – When burst mode is enabled, ValVue 2 DOES NOT allow the
detailed device view to open communications to the device. Select
Burst Mode Off to configure or operate an SVI positioner or HDLT

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34
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4
Chapter Four Connecting to Devices

Overview
When the Connected Devices page opens, ValVue 2 scans the system to detect all connected
devices. When the device file is enabled it displays previously scanned devices listed in the device
file. When scanning is complete, a dialog box displays requesting to save the device list to the device
file. When connecting to a standalone device for a one-time session select cancel. When connecting
to multiple devices, saving to a file saves time.
Note – Saving the device list overwrites the previous file.
Select a line in the device list box to select a HART device for communication. In the direct connect
version of the program, devices at any polling addresses can be selected. When connected through a
multiplexor, any device connected to the multiplexor can be selected. Double clicking on the line
containing the tag name and device ID in Connected Devices page starts communication with the
device.
If the device is a Smart Valve Interface, ValVue 2 opens the Monitor page when the SVI or SVI II
device is in Operating or Manual mode. If the device is in Setup mode, the Configuration page opens.
(See SVI II Mode, page 37.)
SVI Inset 1
Opening Corresponding Page for Each Mode
Note: SVI Insets are used to explain differences between SVI and SVI II.
SVI opens the Configuration Page if in Configuration mode, Calibration Page if in Calibration mode, or
Diagnostics Page if in Diagnostics mode.
When connected through a multiplexor, the Select action is ignored if the selected device is a node or
sub node. If the selected HART device is not a Smart Valve Interface, only universal HART messages
are sent.

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Find by Tag
Use this procedure to save scan time with the Mux when there are multiple devices. See Figure 8 –
Device Selection.
x Select the Find by Tag button to open a text box.
x Enter a tag name.
x Select OK
x The software searches for a device with a matching tag.
x When found, the device is selected.
x The text box scrolls to make the line visible.
Re-Scan
Select the Re-scan button and ValVue 2 builds a new device list. In the direct-connect configuration of
ValVue 2 all polling addresses are checked if the options allow multidrop. In the multiplexor
configuration of the program, all nodes are checked. If there are a large number of devices connected
to the multiplexor, this function takes time to complete. When the re-scan is completed, the user can
save the device list to a file so that re-scanning is not necessary every time ValVue 2 is started. If
there is only one device on the loop, select Stop when it has been found to save scan time.

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5
Chapter Five SVI II Modes

SVI II Positioner Modes


The Smart Valve Interface, SVI II, positioner runs in three user-visible modes. The visible modes are:
x Operating
x Manual
x Setup
The definitions of the SVI II positioner modes are listed in this section. Select the Change Mode
button in any window to popup the change mode dialog. Changing modes can cause undesired valve
movement or loss of control. Carefully observe important ValVue 2 messages when mode changes
require operator confirmation.
The SVI positioner does not have a single Setup mode. The functions of setup are in separate modes
for configuration, calibration, and diagnostics. See the SVI Mode Inset on page 38.

Figure 15 – SVI II
Change Mode Dialog
Box

Operating Mode
In Operating mode, the SVI II controls the valve directly in response to the 4-20 mA input signal. This
is the normal for use of SVI II in Operation mode.

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Manual Mode
In Manual mode, the SVI II no longer responds to the 4-20 mA input signal. The valve position can be
adjusted manually using ValVue 2, HART commands, or local pushbuttons. When entering this mode
the SVI II controls the valve at the last position prior to transfer.
In common applications, the source of the input signal is a PID process controller. While the positioner
is in Manual mode, the controller must also be in Manual mode to prevent windup of the integral term.
The controller output must be adjusted to match the positioner’s manual position setpoint before
transferring to Operating mode. After the positioner is transferred to Operating mode, the controller
can be transferred to its normal mode.
Setup Mode
In this mode, the valve remains in place and no longer responds to the 4-20 mA input signal. Setup
mode is used to display and enable SVI II configuration, calibration and diagnostic pages.
Configuration, calibration, and diagnostic functions often require movement of the valve. Therefore,
the valve should be isolated from the process before entering Setup mode.
Mode Transfer
Use this procedure to transfer from the current mode to a different mode.
x Select the Change Mode button in any page.
x The Change Mode dialog opens showing available modes.
x The current mode is indicated in the dialog.
x Unavailable modes are grayed out in the dialog.
x Select the correct mode.
x Select OK.
x Select Cancel to remain in the current mode.
x Observe all warning dialogs that appear after selecting OK.

 WARNING Isolate the valve from the process before moving to


Setup mode.

SVI Inset 2
SVI Modes
Note: SVI Insets are used to explain differences between SVI and SVI II.
In an SVI, setup functions are divided into individual modes. Each mode corresponds to a display
page of the same name as the mode

Bumpless Transfer
A special transfer procedure is available to prevent a sudden, abrupt valve movement when
transferring from Manual or Setup mode to Operating mode. The SVI II positioner can be configured
to enable Bumpless Transfer. See page 71.
When enabled, SVI II Bumpless Transfer delays transfer to Operating mode until the position matches
the input signal. SVI II ramps the valve position toward the input signal to achieve a match. The valve
moves. The speed of valve movement is controlled by the configurable Ramp Time. The minimum
setting is 1 second (fast ramp). The maximum setting is 250 seconds (slow ramp).

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SVI Bumpless Transfer is different from SVI II Bumpless Transfer. There is no ramp function. See the
SVI Inset, Using Bumpless Transfer.
Canceling Bumpless Transfer
Use this procedure to cancel Bumpless transfer and return to manual mode.
x Right click on the Monitor page.
x Select Cancel Transfer from the popup menu

 WARNING To prevent valve movement when transferring to


Operation mode, always match the signal to the
manual valve position before changing mode. Continue to monitor the
SVI II positioner until it shows Operating.

SVI Inset 3
Using Bumpless Transfer
Note: SVI Insets are used to explain differences between SVI and SVI II.
Bumpless transfer can be configured in the Configuration Page. When enabled, SVI Bumpless
Transfer delays transfer to Operating mode until the position matches the input signal. The input
signal must be moved to match the valve position. Continue to monitor the SVI with ValVue 2 until the
mode display shows “Operating”. To cancel Bumpless transfer and return to Manual, right click on the
Monitor page and select Cancel Transfer from the popup menu.

.
Figure 16 – Change Mode Dialog Box

Configuration Mode
In this mode, the valve remains in place and no longer responds to the 4-20 mA input signal.
Configuration mode is used to display SVI configuration and modify the configuration as necessary.
Calibration Mode
In this mode, the valve remains in place and no longer responds to the 4-20 mA input signal.
Calibration mode is used to scale and calibrate analog inputs, valve position, output pressure, and to
tune the valve position control algorithm.
Diagnostic Mode
Diagnostic mode allows the user to run several advanced test procedures that provide information
about the valve and its performance. In this mode, the SVI no longer responds to the 4-20 mA input
signal. The valve can be stroked in a small range or full range depending on what type of test and
parameters are selected and performed.

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 WARNING Use the Position Error and Time 2 parameters with


care. Set the Position Error Band larger than
normal expected setpoint changes, and set the Time, T2, to a value
larger than the time to stroke the valve to avoid Failsafe during normal
upsets.

Failsafe Mode
The Failsafe mode is an abnormal mode. Table 3 lists problems that can cause SVI II to enter Failsafe
mode. SVI messages are similar to those of SVI II. For details see Table 4 on page 45. This
procedure explains Failsafe mode.
x SVI II vents the actuator to drive the valve fully closed, air-to-open valve, or fully open, air-
to-close valve, if a problem occurs that causes SVI II to enter the Failsafe mode.
x The SVI II remains in Failsafe until the cause of the error has been eliminated and
cleared.
x The SVI II must be reset to return to the previous mode or switched to Manual mode to
remain in the current failsafe position.
x Using the Manual Setpoint control, you can return to the desired operating position.
x SVI II purposely moves to the Failsafe mode, while in any mode, if a predefined problem
occurs.
x The microprocessor continuously self-tests and can change to Failsafe mode and move
the valve to its designated safe state if a problem is detected.
ValVue 2 detects if SVI II is in Failsafe mode, during mode transfer, and display the FailSafe in the
mode box of the Monitor page. In this page, HART command #136, Read Status, can be sent to the
device to find out the problem. In Figure 17 the effects of an air supply disturbance are shown when
position error T2 is set.

Failsafe Recovery
Recovering from Failsafe
Use this procedure to recover from a failsafe situation.
x Correct the condition that caused failsafe.
x This can range from repair of the actuator to correcting the supply pressure regulator.
x It can require service or replacement of the positioner.
x Do not continue operation until the problem has been corrected.
x Change the mode to manual to restart the positioner at its present position.
x You can also right click to bring up the popup menu.
x Select Reset to return to the previous set point and mode.

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Figure 17 – Failsafe Example Caused by Low Air Supply

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Table 3 – ValVue 2 Fault Messages for SVI II

ValVue SVI II Local Description Action on Type of ValVue 2 Fault


2 Fault Fault of Fault Cause Display
Display Display Diagnostic

1 No Faults NO ERR No Errors

A/D FS Hall AD ERR Bad A/D Failsafe Test of Hall sensor


2 Fault conversion

A/D FS AD ERR Bad A/D Failsafe Test of current sensor


3 TCIR Fault conversion

A/D AD ERR Bad A/D Failsafe Test of temperature


Temperatur conversion sensor
4 e Fault

A/D Zero AD ERR Bad A/D Failsafe Test of AD zero


5 Fault conversion

Auto Tune TUNE ER Auto tune failed Warning Mechanical or


Failed pneumatic problem
6 causes tuning failure

Bias Out of BIAS ER Position Warning Pneumatic/


Range algorithm error mechanical
7 in output bias

Calibrate CAL ERR Calibrate failed Warning Invalid values for


Failed current calibration and
input range by HART
8 commands

Data DATA ER Internal Failsafe CPU/firmware


Overrun software error
9 data overrun

Ext EXTDIAG An extended Warning Pneumatic/


Diagnostics diagnostic mechanical,
Failed procedure failed configuration
10 to complete

Find Stops STOP ER Calibration Warning Configuration,


Failed error. Find calibration
STOPS was
11 unsuccessful

HART Cmd CMDSTOP Hart command Warning Bad data range or data
12 Abort aborted limitation.

HART Error HART ER Hart command Warning CPU/firmware


not
13 implemented

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Position POS ERR The position Warning Pneumatic/


Error error exceeds after T1 mechanical,
configured limit and configuration, loose
for more than Failsafe magnet, actuator
configured time if T2 is failure, linkage worn or
14 enabled failed.

Reset RESET Reset has Warning Normal operation on


occurred due to power up always sets
command or RESET. RESET can
power up. be sent by HART
Always present communications.
after power up. Send Clear Status
15 message.

SelfCheck HWR ERR Internal error on Failsafe Electronic Hardware


Failure hardware self
16 check

Sensor AD POS SEN Internal error in Failsafe Electronic Hardware


Hall Fault Hall Effect
17 sensor

Sensor AD SIG SEN Internal error in Warning Electronic Hardware


Loop Fault sensing of 4-
18 20mA

Software SWR ERR Software self Failsafe CPU/firmware


Error check detected
19 an error

Std STDDIAG A standard Warning Pneumatic/


Diagnostics diagnostic mechanical,
Failed procedure failed configuration
20 to complete

System FLSH ER Flash memory Failsafe Flash memory failed


Checksum failed checksum checksum test
21 Error test

System EEPR ER Internal error Failsafe Electronic Hardware


EEPROM writing to
22 Fault EEPROM

System IP IP LIMT hi I/P current too Warning Electronic Hardware


23 High high

System IP IP LIMT low I/P current too Warning Electronic Hardware


24 Low low

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System IRQ WTCH ER Watch dog Failsafe CPU/firmware, or


Fault timer timed out followed electronic fault
and caused by
failsafe and Reset
25 reset

System WTCH ER Watch dog Failsafe CPU/firmware, or


Stack Fault timer timed out followed electronic fault
and caused by
failsafe and Reset
26 reset

System TEMP ER Internal circuit Warning Environment


Temperatur temperature too
e Fault high (>80°C) or
too low (<-
27 40°C)

SVI Inset 3
SVI Fault Messages
The SVI fault messages are slightly different from SVI II fault messages. See Table 4.

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Table 4 – Fault Messages for SVI

ValVue SVI Local Description Action on Type of ValVue 2 Fault


2 Fault Fault of Fault Cause Display
Display Display Diagnostic

1 No Faults No Errors

Bias Out of BIASERR The bias (the Warning This error


Range output to the indicates an
I/P controls improperly
the actuator adjusted bias.
fill/exhaust) is Adjust the bias.
out of normal If the SVI once
range properly, this
error usually
indicates a
pneumatic
2 problem.

Circuit TEMPERR Internal circuit Warning Environment


Temperatur temperature
e Error too high
(>80°C) or too
3 low (<-40°C)

Circuit TEMPERR Internal circuit Warning Environment


Temperatur temperature
e Error too high
Occurred (>80°C) or too
4 low (<-40°C)

Current SIG SEN Internal error Warning Electronic


Sensor in sensing of Hardware
5 Error 4-20mA

Data OVERRUN Internal Failsafe CPU/firmware


Overrun software error
6 data overrun

EEPROM WRT ERR EEPROM Failsafe Electronic


Write memory failed Hardware
7 Failed checksum test

HART Error HARTERR Hart command Warning CPU/firmware


not
8 implemented

Output DRIFT Internal error Failsafe Electronic


Voltage writing to Hardware
9 Error EEPROM

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Position STOPERR Calibration Warning Configuration,


Calibration error. Find calibration
Failed STOPS was
10 unsuccessful

Position POSERR The position Warning Pneumatic/


Error error exceeds after T1 mechanical;
configured and actuator failure,
limit for more Failsafe linkage worn or
than if T2 is failed.
configured enabled
11 time

Position POSERR The position Warning Pneumatic/


Error error exceeds after T1 mechanical,
Latched configured and configuration,
limit for more Failsafe loose magnet
than if T2 is
configured enabled
12 time

Position POS SEN Internal error Failsafe Electronic


Sensor on hardware Hardware
13 Error self check

Position POS SEN I/P current too Warning Electronic


Sensor high Hardware
Error
14 Occurred

Pressure PRESER1 I/P current too Warning Electronic


Error or low Hardware
15 PRESER2

Pressure PRESSEN The pressure Warning Electronic


Sensor sensor failed Hardware
16 Error

Pressure PRESSEN Internal error Failsafe Electronic


Sensor in Hall Effect Hardware
Error sensor
17 Occurred

Reference REF ERR SVI internal Failsafe Electronic


Voltage reference Hardware
Error voltage is out
18 of range

Reference REF ERR SVI internal Failsafe Electronic


Voltage reference Hardware
Error voltage was
19 Occurred out of range

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Reset RESET Reset has Warning Normal


occurred due operation on
to command power up
or power up. always sets
Always RESET.
present after RESET can be
power up. sent by HART
communication
s. Send Clear
Status
20 message.

Self Check HW ERR Internal error Failsafe Electronic


Failure on hardware Hardware
21 self check

Signal CALFAIL A command to Warning Values that


Calibration recalibrate the were
Failed primary or transmitted
secondary were out of
signal sensor allowable
or the range or too
pressure close together
22 sensors failed for accuracy.

Software SW ERR Software self Failsafe CPU/firmware


Error check
detected an
23 error

Standard A standard Warning Pneumatic/


Diagnosis diagnostic mechanical,
Failed procedure configuration
failed to
24 complete

Watchdog TIMRERR Watch dog Failsafe CPU/firmware,


Timer timer timed out followed or electronic
Timeout and caused by fault
failsafe and Reset
25 reset

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48
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6
Chapter Six Using ValVue 2 Pages with SVI
II and SVI

Figure 18 – ValVue 2 Device Management Window

Overview
When ValVue 2 opens communications to a device, either online or offline, it displays the device
management window with multiple tabs. Each tab controls the functions indicated by the tab’s name.
The Monitor page is the primary operating page and is the display for both Manual and Operating
modes.

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Viewing a Page and Activating a Control


Use this procedure to view a page and activate a control
x Select on a specific tab to view a page.
x Select Change Mode to enable the functions within the page.
x Select a tab.

Monitor Page in Operating Mode


The monitor page can be viewed in any mode. The right click popup menu that is available changes
with each mode. See below.
In normal operating mode, the SVI II controlled valve responds to the 4-20 mA input. The Monitor
page displays input signal in mA and percent. It displays position and set point in percent. A bar
graph displays signal, position, and set point.
The following is a list of Tag group parameters that are displayed.
x Control valves tag name
x Descriptor
x User-generated message
x Reference date entered by the user
x Assembly number
The Mode and Status group displays the mode with text and a color-coded button. The status can
display an alert to read additional status with a red button for abnormal status.
Popup Controls in Monitor Page

Figure 19 –
Monitor Menu
Operation Mode

Right click on the background to view a menu of tools available for that window. The menu changes
depending on the mode, and the window. See Table 12 – Context Menu Items to Configure ValVue 2
for a description of all the context menu tools, including the windows and modes in which they can be
found.
In the Monitor page, ValVue 2 provides a popup or menu of commands that can be used in Operating
mode. The popup provides controls to reset the SVI II microprocessor, create reports, and save and
restore configuration data. It permits detaching the trend while allowing it to continue capturing data as
different modes and windows are used. There is a section describing these tools in Chapter Seven.

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Monitor Page in Manual Mode


In the Monitor page, ValVue 2 provides a popup or menu of commands that are used in Operating
mode. The popup provides controls to reset the SVI II microprocessor, create reports, and save and
restore configuration data. It permits detaching the trend to allow it to continue recording data when
different modes and windows are used.
Viewing the Monitor Page in Manual Mode
Use this procedure to monitor a page in manual mode.
x Select the Change Mode button from any page.
x Select Manual mode.
x Select OK.
x Carefully observe the warning dialog that appears.
x Select OK if it is safe to change to Manual mode to activate the Monitor page.

 WARNING Leaving the Operating mode disconnects the control


valve from the control system. Place the control
system in Manual when the positioner is not in Operating mode.

Figure 20 – Manual Mode


Warning Dialog

If it is not safe to disconnect the valve from the control signal, select Cancel to remain in Operating
mode. When switched to Manual mode, the SVI II controlled valve remains in place and no longer
responds to the 4-20 mA input signal See Figure 21for an example of the Monitor page in manual
mode.

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Figure 21 – Monitor Page in Manual Mode

The valve position is controlled by the manual setpoint. The upper pointer continues to display the
input signal as percentage of position.

Figure 22 – Numerical Entry of


Setpoint

Click and drag the setpoint pointer in the graphical display to move the valve. To enter a numerical
setpoint value, right click on the bar graph to open a text box.
To increase or decrease the position setpoint by 5%, click to the right of the slider (increase 5%) or to
the left of the slider (decrease 5%).

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Send Commands to the Device

Figure 23 – Send Commands to the SVI

ValVue 2 lets you send HART commands to the SVI II (or SVI) positioner and displays the SVI II
responses to the HART commands. Select the scroll arrow, and select from the list of available
commands. Then Select the Send CMD button to send the command. The response from the SVI II is
displayed in the box. The command list includes commands that change values in the SVII II (Write)
and those that display values from the SVI II memory (Read). The configuration command, 210, is
shown.

Setup Wizard
The Setup Wizard button in the monitor page provides the common configuration and calibration tasks
needed for a new installation of SVI II on a valve. This is done in a single convenient dialog box The
dialog box offers the functions shown Figure 24. Check the needed steps, or uncheck the
unnecessary steps. Select Apply to begin the setup process. A confirmation dialog box display
showing the operations that are performed. If correct, select OK to begin.
Calibrate Travel (Find Stops) and Autotune both remove the valve from control and will stroke the
valve. A warning dialog box opens and asks you to confirm that it is acceptable to continue. The next
dialog box warns that the valve can no longer respond to control signals. Select OK if it is acceptable
to continue.

 WARNING WARNING - Some Setup functions stroke the valve


over its full range. Isolate the valve from the
process before starting the setup wizard. Observe all Warning dialog
boxes.

Calibrate Travel and Autotune displays dialog boxes showing that they are running. You can select
Cancel to skip any of these steps.

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Figure 24 – Setup Wizard

Figure 25 – Setup Wizard Dialogs


The Setup Wizard can be used in any mode. When the Setup Wizard is complete a dialog box
displays a message that the Setup Wizard Completed. Select OK to return to the mode that was in
effect before the Setup Wizard started. Select any tab to view its page.

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Figure 26 – Setup Wizard Dialog Boxes

Trend Page

Figure 27 – Detached Trend with Steps

The Trend page plots the Valve Position, Manual Setpoint and Signal Setpoint in percentage for up to
180 seconds. It operates in all modes. Uncheck the boxes for the blue, black and red traces to hide
them, as desired. The Change Mode control can be used in Trend as shown in the figure above.
Where the graph shows a mode change from Manual to Operating at 105 seconds. To save a graph
select Capture to Clipboard and paste it into another application, such as MS Word.

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If you need to continue plotting while viewing other pages, right click on the background and select
Detach Trend from the popup menu on any page.
Right click on the Trend page background and select Refresh Graph or Stop Graph. The trend data
runs continuously in the background. Refresh removes all old traces. Stop pauses until Refresh is
selected.
Refresh Graph
Select Refresh Graph from the popup menu to restart the data collection
Stop Graph
Select Stop Graph from the popup menu to stop or pause the data collection.

Figure 28 – Trend Zoom Display

The Y-axis of the trend graph can be zoomed by dragging the cursor in a rectangle about the points of
interest. You can also enter the needed Low and High Y scale values in the text boxes. Right click on
the display to zoom out.

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Configure Page

Figure 29 – SVI II Configure Page

 WARNING WARNING - Some configure functions can stroke


the valve Isolate the valve from the process before
moving to setup mode.

Selecting the Configure page displays current configuration data from the SVI II Figure 29 Shows an
example of the SVI II Configure page. The tag group of information in the Configure page is active for
editing while in the Setup mode.
SVI Inset 4
Configuration Mode
Note: SVI Insets are used to explain differences between SVI and SVI II.
Configure mode is required to enable the controls in the Configure page. Configuration values can be
viewed in Operating and Manual modes. In Configuration mode, the valve remains in place and no
longer responds to the 4-20 mA input signal.

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Figure 30 – SVI Configure Page

Setup mode is used to display SVI II configuration, modify the configuration as necessary and
download to the SVI II device. In this mode, the valve remains in place and no longer responds to the
4-20 mA input signal. After making changes, select Apply.

Figure 31 – Configuration Tag Name

58
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Tag Name Group


The Tag Name group includes text boxes for:
x Entry of the tag
x Descriptor
x Message
x Date
x Final assembly number
x Polling address
The data can be entered in upper or lower case and more characters can be entered than allowed in
the device. ValVue 2 truncates the fields and converts them to uppercase.
Tag name
The Tag Name can be a maximum of eight (8) upper case characters. The tag name should follow
ISA conventions. It can be use to locate the device in systems that are able to communicate with
multiple devices.
Descriptor
The Descriptor can be a maximum of 16 upper case characters. It identifies the device in plant.
Message
The Message can be a maximum of 32 upper case characters. It can be used to note a calibration or
a maintenance comment.
Dates
Dates are formatted as DD/MM/YYYY or DD MMM YYYY.
Final Assembly Number
Any string of up to 10 numbers. This field contains a user-entered number. When the SVI II is mounted
on a valve and installed in the field, the user can assign the assembly a unique number for the plant’s
internal use.
Polling Address
The polling address is used by HART to communicate with multiple devices on a segment-using
multidrop. Normally the value must be set to ‘0’. Values from 0 to 15 are permitted. Setting the
polling address incorrectly can disable communications.
The polling address is a critical HART communications parameter. If incorrectly set, communications
can fail. See Table 5 HART can communicate with up to 15 devices on a single pair of wires.
Polling Rules
x Polling addresses are numbers from 0 to 15.
x If there is a device at polling address 0, it must be the only device on the loop.
x There can be up to 15 devices with non-zero polling addresses on the loop. This is
subject to power and normal safety constraints.
x Devices that operate 4-20 mA are required to have polling address 0.
x For split range valve positioners, several 4-20 mA devices can be wired in
series.
x These devices should be set up with non-zero polling addresses.

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Table 5 – Polling Address Selection

Positioner Application Polling Comment


Address

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

Split range on a single 1 to 15 Give each device on the current loop


current loop a unique address. 0 can cause
errors. Lowest numbers save
scanning time.

Split range with each 1 to 15 Give each device operated by a


positioner on a current single controller a unique address. 0
loop powered by isolator can cause errors. Lowest numbers
save scanning time.

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


instructions of MUX manufacturer

Use with MUX 1-15 Used with voltage mode devices only.
Give each device on a circuit a
unique address. 0 can cause errors.
Lowest numbers save scanning time.

The Configure page also allows the user to:


x Choose and set positioner characteristics
x Custom linkage linearization
x Set SVI II local pushbutton security levels
x Bumpless transfer
x Tight shutoff and its value
x Position software limits
x Near closed value
x Display language
x Air-to-open
x Air-to-close
x Single or double acting actuator types
x Position fault limits
Editing Configurations
Use these step after completing configuration in any of the SVI II configuration, or calibration pages:
x Select Apply to accept edits and changes.
x Select Change Mode to discard the change and select a different mode.
x Select No in the ‘Do you want to save your changes?’ dialog box.

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Figure 32 – Save Changes Dialog


Box

 WARNING Use the Position Error and Time 2 parameters with


care. Setting the Position Error Band or Time 2 to
values that are too small can cause valve to go to its failsafe position
during minor upsets

Positioner Characterization
The positioner is supplied with a choice of characteristics that modify the characteristic built into the
plug and actuator. Select a characteristic that works with the control valve’s inherent characteristic to
provide an overall installed characteristic. Avoid the mistake of selecting an Equal Percent
characteristic in the positioner if the valve has an Equal Percent characteristic built into the plug. Table
6 lists guidelines for configuring the valve characteristic. Use of a linear characteristic is
recommended unless the process dynamics or control valve application calls for an alternate
characteristic.
The SVI II positioner provides typical characteristics of linear, equal percentage, quick opening, and a
user adjustable customer characterizer. The selection of positioner characteristics is based on overall
particular loop characteristics. The following fields in the Options page are related to SVI II positioner
characteristics.
Linear
The valve position is proportional to the input to SVI II positioner.
Equal Percentage (50)
Equal percentage with rangeability of 50 to 1. For equal increments of the input, the valve position has
equal percentage changes of current valve position. See Figure 33 – Standard Characteristics - Air to
Open. Note that SVI II Equal percentage characteristics are modified to close the valve at 0% input
signal (Air to Open) or at 100% input signal (Air to Close). Equal Percentage 50 would be the default
choice for an equal percentage characteristic.
Equal Percentage (30)
Equal percentage with rangeability of 30 to 1. For equal increments of the input, the valve position has
equal percentage changes of current valve position. Equal Percentage 30 would be the choice for an
equal percentage characteristic if slightly lower gain were desired at the upper portion of the range.
Quick Opening
The quick opening characterization is the inverse to the Equal Percentage (50) characterization curve.

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Figure 33 – Standard Characteristics - Air to Open

Table 6 – Characteristic Choice

Valve Type and Built Desired Installed Customary Non-Standard


in Characteristic Valve and Positioner Characteristic
Positioner Characteristic Choice (not
Characteristic Choices Recommended)

Camflex Linear LINEAR EQUAL30,


EQUAL50, Quick
opening

Equal percentage EQUAL50 EQUAL30, Quick


opening

Varimax Linear LINEAR EQUAL30,


EQUAL50, Quick
opening

Equal percentage EQUAL50 EQUAL30, Quick


opening

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21000 series Model # Linear LINEAR EQUAL30,


21X1X or 41000 series EQUAL50, Quick
Model # 41X1X with opening
LINEAR TRIM
Equal percentage EQUAL50 EQUAL30, Quick
opening

21000 series Model # Linear Not recommended


21X2X or 41000 series
Model # 41X2X with Equal percentage LINEAR EQUAL30,
EQUAL EQUAL50, Quick
PERCENTAGE TRIM opening

Ball Valve with typical Linear Not recommended


MODIFIED
PERCENTAGE TRIM Equal percentage LINEAR EQUAL30,
EQUAL50, Quick
opening

Butterfly valve with Linear Not recommended


typical MODIFIED
PERCENTAGE TRIM Equal percentage LINEAR EQUAL30,
EQUAL50, Quick
opening

Reciprocating globe Linear LINEAR EQUAL30,


valve with LINEAR EQUAL50, Quick
TRIM opening

Equal percentage EQUAL50 EQUAL30, Quick


opening

Generic control valve Linear Not recommended


with EQUAL
PERCENTAGE TRIM Equal percentage LINEAR EQUAL30,
EQUAL50, Quick
opening

Custom Characterization
In addition to the standard characteristics, a custom characterization is available to define the
relationship between the input signal and the output position of the valve. Selecting this option
displays an additional window where you can configure a characterization curve with 10 adjustable
segments. The curve can have up to nine adjustable points plus the two fixed end points. Points in
between are linearly interpolated.

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Figure 34 – Custom Characterization

Configuring a Custom Characteristic Curve


Use this procedure to configure a custom characteristic curve.
x Enter the values in the edit boxes at the bottom of the screen
x Select the Tab key. The graph is updated when the value is entered.
Editing a Curve
The curve can also be created and edited with the mouse. Use this procedure to edit the curve.
x Add a point by clicking the left mouse button at the desired location.
x Move a point by selecting it, holding the left mouse button down, and dragging the cursor
to a new position before releasing the mouse button.
x Delete a point by clicking the point with the right mouse button.
x Select OK to accept the edits.
x Exit the Custom Characterization window.
x OR
x Select the Cancel button to exit without changing the values.
To prevent a user from entering unreasonable points, ValVue 2 checks the curve based on established
rules and displays a warning message when the curve does not meet the rules. The characteristic
points are saved in SVI II with a resolution of 0.4%. The entered value is rounded down to the nearest
multiple of 0.4%. It is recommended that the user return to the Custom Characterization window and
verify that the rounded values are acceptable.

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Custom Linearization
When SVI II is mounted on a reciprocating valve, a small non-linearity in the valve position measured
by the SVI II position sensor versus actual valve position can be the result of the linkage geometry.
This non-linearity can be corrected using a custom characterization that matches the specific linkage
used. The custom linearization procedure automatically generates this custom characterization.
Custom characterization must be the selected configuration option to use the generated curve. This
option is selected automatically when the user selects OK to accept the displayed curve. When the
custom linearization is used, Equal Percentage and Quick Opening Characteristics are unavailable.
Configuring Custom Linerarization
Use this procedure to configure custom linearization.
x Right click on the Configure page to pop up the context menu.
x Select Custom Linearization to open the window.
x Two types of linkages are modeled: simple and compound.
x Most linkages use the compound linkage system.
Simple Linkage
x The simple lever has the pivot point (the position sensor in the SVI) mounted a fixed
distance (L1) from the valve stem pickup point.
x Enter the stroke length to compute the proper correction curve.
x The stroke length is the distance from the pivot to the valve stem pickup point and the
valve position at horizontal.
x Select the Simple button to compute the correction and display the curve.
x Select OK to view the characterization
Compound Linkage
x The compound linkage has two lever segments attached at one end to the pivot (the
position sensor in the SVI) and the other end to the valve stem pickup point.
x Enter the stroke length to compute the proper correction curve.
x The stroke length is the first lever segment length (L1), second lever segment length (L2),
the distance from the pivot to the valve stem pickup (L3), and the valve position at
horizontal.
x Select the Compound button to compute the correction and display the curve.
x When the calculation of the custom characterization is complete, the rotation angle is
displayed for reference.
x Select OK to view the characterization.
Customizing Tip
Often linkages are made with L3 equal to L1, i.e. the second lever arm is vertical when the first lever
arm is horizontal. The correction computation correctly computes the correction curve when L3 is not
equal to L1. However, L3 must be greater than zero that requires that the valve stem pickup not be
lined up with the pivot and that the pickup be on the same side of the pivot as the link between the first
and second lever segments.

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Figure 35 – Custom Linearization Drop Down Menu

Figure 36 – Custom Linearization

66
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Figure 37 – Custom Characteristic Calculated by Custom Linearization

Local Button Security Lock


SVI II can be equipped with an optional local display and three explosion-proof pushbuttons for data
entry. These buttons can be used to perform basic SVI II setup and operation without the need for
ValVue 2 or a handheld device. Refer to Masoneilan SVI II Instruction Manual for the functions of
these buttons. After initial setup, lock the buttons to prevent unauthorized changes to SVI II
parameters. Several levels of locks are provided:
Allow Local Buttons (Level 3)
Buttons on the SVI II are fully enabled.
Lock Out Local Calibration, and Configuration (Level 2)
The user can use the buttons to perform operations in Normal Operating mode and Manual mode;
however they cannot use Configure or Calibrate mode.
Lock Out Local Manual (Level 1)
The user can examine variables in Normal Operating mode but cannot put the valve in Manual
operating mode and cannot get to Calibrate or Configure modes.
Lock Out All Buttons (Level 0) - The buttons are disabled.
Position Limits
To provide Tight Shutoff for setpoints near zero, you can use the Tight Shutoff feature. To prevent the
valve from moving full open or full close, you can set a lower position limits and an upper position limit.
Position Limits and Tight Shutoff are applied immediately when Apply is selected even while the
positioner is in Setup mode. The valve strokes to the new limit. Using the Change Mode button and
confirming mode changes instantly moves the valve to comply with new limit and tight shut off settings.
Isolate the control valve from the process before changing these values. To avoid injury, be sure
personnel are at a safe distance from moving valve parts.

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Figure 38 – Limits Configured

 WARNING Position Limits and Tight Shutoff are applied immediately


when Apply is selected. The valve strokes to the new limit.
Isolate the control valve from the process. To avoid injury, be sure personnel are
at a safe distance from moving valve parts.

Figure 39 – Tight Shutoff at 5%

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Tight Shutoff
When Tight Shutoff is enabled, SVI II applies maximum actuator force when the setpoint is below the
Tight Shutoff parameter. To use this feature check the box. A text box opens for you to enter the
Tight Shutoff value. Allowable values are between -1% and 20%. To prevent cycling at the TS value,
there is dead band of 0.5% applied. If Lower Position Limit is greater than the Tight Shutoff value, it
disables Tight Shutoff.
Tight Shutoff modifies the positioner characteristic.
Position Lower & Upper Limit (%):
When selected, these limits act as software position limit stops. While in normal operation, SVI II does
not allow the valve to go below the lower position limit or above the upper position limit. These limits
can be turned on individually. The user can select a lower position limit without an upper limit.
The software limits only act on the control setpoint, and do not act as limits when
x Power is lost
x Air is lost
x Valve goes to fail-safe
x Full open or full close buttons are selected
Selection of position limits does not affect settings for error limits. When the valve is controlling at a
limit, the limit is the position setpoint overriding both manual and remote setpoint inputs. The lower
position limit disables tight shutoff.
Allowable limit values are:
x Lower Position Limit -10% to +50%
x Upper Position Limit +10% to +110%
Parameters That Modify the Valve Characteristic
Several advanced control settings modify the mechanical characteristic of the valve and actuator.
They are the calibration and configuration parameters:
x Tight Shutoff
x High and low limits
x Characteristic
x Custom quick opening
x Equal percentage
x Quick opening
x Open stop adjustment

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Figure 40 – Modifications of the Actuator Characteristic

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Near Closed Diagnostic Point


Near Closed Value (%): This value determines the value of position below which the valve is
considered Near Closed and SVI II records total time the valve stays in near closed region. The Near
Closed time is very useful for diagnostic purposes.
Configure Bumpless Transfer
When this option is selected, returning from manual to normal operating mode is deferred until the
current valve position matches the input position.
Note – SVI II Bumpless Transfer function differs from the SVI bumpless
transfer. See Inset for SVI instruction.

Figure 41 – Bumpless
Transfer Setup

While in Manual mode, the valve position is adjusted by manual changes to the setpoint. The normal
position setpoint can also change during the time when SVI II is in Manual mode. If SVI II is suddenly
switched from Manual to Normal mode, the valve moves to the operating setpoint and can cause a
process bump. The Bumpless Transfer option gives an operator a chance to adjust the operating
position setpoint to match valve position. Transferring SVI II to Normal mode results in a smooth
resumption of control with reduced disturbance.
A new feature in SVI II sets a time constant and ramps the manual setpoint towards the normal
position setpoint and effect transfer to normal when the manual value has reached the normal setpoint.
Check the box and enter a desired ramp time in seconds (between 1 and 255). The ramp rate is
100%/ Ramp Time, in the direction toward the input signal. To stay at current position until the
setpoint matches the position, enter “0” in the text box.
Uncheck the box to disable the Bumpless Transfer function.
SVI Inset 5
Configure SVI Bumpless Transfer
Note: SVI Insets are used to explain differences between SVI and SVI II.
SVI bumpless transfer, if enabled, prevents transfer from Manual to Operating mode until the input
signal setpoint matches the actual position. Use of the SVI Bumpless Transfer feature requires access
to the setpoint signal source. Uncheck the Bumpless Transfer check box to disable this function. Do
not use Bumpless Transfer if the SVI controller is enabled. Process Controller On is checked in
Controller Configuration page.. ValVue does not permit Bumpless Transfer if the controller is on.
Display Language
The SVI II LCD display can be in English or French. The Language list box allows the user to select a
language to be used in the SVI II LCD display. The ValVue 2 program is not affected by this option.

Always disable bumpless Transfer if the SVI is configured as a process controller

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Air-to-open / Air-to-close
Select if the SVI II is installed on an air-to-open or air-to-close valve actuator. The actuator action
controls the position of the valve in the event of either air failure or loss of input current to the
positioner. Table 7 lists the valve positions that occur when air failure and/or air loss occurs for SVI II
configurations.
Table 7 – Actuator Action and Failure Position

Actuator Action Electrical Air Failure


Failure

Air-To-Open Closed Closed

Air-To-Close Open Open

Note - If the Air-to-open / Air-to-close selection is changed, the valve


position must be recalibrated.
Single Acting / Double Acting
Select if the type of actuator is single or double acting.
Position Error warning, Time 1
You can configure how position errors are handled. A position error occurs when the valve position
differs from the position set point by more than the Position Error Band for more than the position error
Time 1. When this occurs, a status flag is set which is reported during the next HART message. You
must send a Read Status message to find out the cause of the status flag. For practical
considerations, Position Error Band must be larger than 0.5% and no larger than 200%. Very small
values of error and time 1 create nuisance warnings.
Setting Time
x Time 1 must be larger than 1 second when enabled.
x Clear the check box or Set T1 equal to –1 to disable the alarm function.
x Time 1 should be set at least as long as the time required to fully open the valve from fully
close or fully close the valve from fully open.
x Unnecessary position errors can be reported otherwise.
x The maximum time limit for Time 1 is 327 seconds.
Position Error set for Failsafe action, at Time 2
SVI II can be configured to force failsafe action if an error persists for an excessive period of time.

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Use of the Positioner Error Failsafe after T2 may cause process upsets.
 WARNING Use only for critical loops that require shutdown on persistent error. Very
small values of Error band and Time 2 may create frequent process shutdowns. If the input
current can exceed 100%, undesired Failsafe action may occur.

 WARNING To prevent valve movement when transferring to Operation mode,


always match the signal to the manual valve position before changing
mode. Continue to monitor the SVI II positioner until it shows Operating.

If the error persists for more than the position error Time 2, specified by the user, the valve is put into
Failsafe position. This latter action can be enabled or disabled by checking or clearing the check box.
Time 2 (if enabled) must be larger than Time 1, and Time 2 must be no less than 20 seconds. Time 2
should be set at least as long as the time required to fully open the valve from the fully closed or to
fully close the valve from fully open, and to stabilize at position setpoint. Otherwise, unnecessary
shutdowns occur. The maximum time limit for both Time 1 and Time 2 is 327 seconds.
Clear the check box or set T2 to -1 to disable the Failsafe on position error function.
The position error failsafe action at T2 is active for any valve position between 5% and 95%.
High and low limits, when set, are used to compute position error (as well as position setpoint) when
the input signal is above or below a limit.
If Tight Shutoff is active, the Position Error Failsafe action at T2 is modified. When the setpoint is
below the TS threshold, the Position Error is computed only when the position is above the setpoint. If
the position is below the setpoint and the setpoint is at or below the TS threshold the Position Error
function does not cause Failsafe mode. If the position setpoint is above the TS value, the position
error is evaluated normally.
SVI Inset 6
Failsafe Action Position Limits
Note: SVI Insets are used to explain differences between SVI and SVI II.
For the SVI, Position Error Failsafe action at T2 is active for any valve position.
Switch settings
(Reserved for future options.)

Calibrate Page
Select the Calibrate tab to open the Calibrate page.
Setup mode is required to enable the controls in the Calibrate page. Calibration values can be viewed
in Operating and Manual modes. In Setup mode, the valve remains in place and no longer responds
to the 4-20 mA input signal.

 WARNING Some calibrate functions stroke the valve over its full range. Isolate the valve
from the process before moving to Setup mode

SVI Inset 7
Calibrate Page Active in Calibrate Mode
Note: SVI Insets are used to explain differences between SVI and SVI II.
Calibration mode is required to enable the controls in the Calibrate page. Calibration values can be
viewed in Operating and Manual modes. In Setup mode, the valve remains in place and no longer
responds to the 4-20 mA input signal.

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Signal Range

Figure 42 –- Calibration for SVI II Input Current and Stops

The Signal Range group allows the user to enter the low and high range values for the primary input
signal.
Low Signal (mA)
This is the value (in mA) of the primary analog input that corresponds to fully closed for an air-to-open
valve or fully open for an air-to-close valve. A typical value is 4.00 mA. However, if a valve is split
ranged, for example, 12.00 to 20.00 mA, the Low Signal is 12.00 mA instead of 4.00 mA.
High Signal (mA)
This is the value (in mA) of the primary analog input that corresponds to fully open for an air-to-open
valve or fully close for an air-to-close valve for an SVI II. A typical value is 20.00 mA. However, if a
valve is split ranged, for example, 4.00 to 12.00 mA, the High Signal is 12.00 mA instead of 4.00 mA.

 WARNING Before beginning the Auto or Manual range calibration, confirm that the valve
is isolated from the process. This procedure exhausts the valve actuator to
atmosphere and then fills the valve actuator to supply pressure. It therefore strokes the valve over
its full range

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Calibrating Valve Travel


Calibration of valve travel is performed in two steps.
Step 1 Find Stops
The Find Stops procedure automatically calibrates the valve travel. It measures the position when the
actuator is vented and sets that position to 0%. Then it finds the position with the actuator at supply
pressure and sets that position to 100%.
Finding Stops
This procedure is the first step used to calibrating the value travel.
x Select on the Calibrate background to popup the context menu.
x Select Run Find Stops.
x If the calibration needs correction for over-travel, see Step 2 Open Stop Adjustment.
Step2 Open Stop Adjustment
In some valves, the actual stem travel exceeds the nominal rated travel. The SVI II provide the user
the ability to adjust the travel of the valve to the nominal rated travel, so that the valve position reading
in ValVue 2 is 100% when the mechanical scale on the valve is at 100%.
Adjusting Stops
Use this procedure to adjust the stem travel.
x Automatically determine the actual stem travel.
x Enter 100 in the Open Stop box to clear previous travel calibration corrections.
x Right click on the Calibrate screen to open the popup menu.
x Select Open Stop Adjustment
x Select Run Find Stops.
x Change to manual mode.
Manual Mode
x Move the valve until the mechanical scale on the valve is at 100%.
x Read the ValVue 2 position display.
x Record the value.
x Change mode back to Setup mode.
Setup Mode
x Open the Calibrate page.
x Enter the recorded position value in the Open Stop Adjustment text box.
x Right click the on the Calibrate page background
x Select Open Stop Adjustment.
The mechanical scale on the valve is now at 100% when the set point is at 100% and ValVue 2
displays 100% position

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Note: SVI and SVI II perform the Open Stop adjustment differently.
The procedure for SVI II is detailed here. Refer to the inset for SVI.

Note: Setting the Open Stop Adjustment value to 100 restores the
valve travel to the mechanical limit. A blank value leaves the current
correction unchanged.

SVI Inset 8
SVI Open Stop Adjustment
Use this procedure to set the Open Stop Adjustment of an SVI.
Move the valve, in Manual mode, until the mechanical scale on the valve reads 100%.
Read the ValVue 2 position display and record its value.
Change to Calibration mode.
Enter the recorded position value in the Open Stop Adjustment text box before running Find Stops.
Right click on the Calibrate screen to open the popup menu.
Select Run Find Stops.
The valve strokes between the closed and open stops
ValVue 2 is then applied the correction determined above.
Positioner Tuning

Figure 43 – Calibration Tuning

In the SVI II, there is a self-tuning method called Auto Tune that automatically determines optimum
parameters for valve positioning control. Generally, the autotuning method provides the best response
obtainable from a particular actuator and valve. The six parameters that are found by the procedure
and two user set parameters (dead zone and damping coefficient) are shown in Figure 43 – Calibration
Tuning. You can manually adjust all these parameters if desired. The Step Profile test, available in
diagnostic mode, can be used to check positioner performance after tuning is complete.

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Figure 44 – SVI II AutoTune Complete Graph

Select Auto Tune from the popup menu to start the procedure to automatically determine the positioner
tuning parameters. To run Auto Tune smoothly and successfully, it is helpful to begin with the valve
between 10 to 90% (preferably 50%) in Manual mode and wait until the position matches its setpoint.
The tuning procedure strokes the valve several times and must not be run with the valve in service.
The entire process can take between 3 and 12 minutes. The process time is dependant upon valve
size and complexity. The resulting position algorithm parameters are presented when the procedure is
finished and a graph of the positioner step response is displayed in Figure 44 – SVI II AutoTune
Complete Graph shows a typical step response for a valve after a successful Auto Tune.

Positioner Tuning Parameters


Note: On occasion, for an SVI II positioner system using air booster or
quick exhaust, the Auto Tune can be unable to determine optimal
parameters, and manual adjustment of the positioner parameters
therefore becomes necessary.
The position controller is a type of non-linear PID control algorithm with eight adjustable parameters
listed below. See Table 9 for the allowed parameter ranges.

 WARNING Before beginning the Auto Tune procedure, confirm


that the valve is isolated from the process. During
this process, the positioner vents the actuator to atmosphere, then fills
the actuator to supply pressure and therefore strokes the valve over its
full range

P (%)
Proportional gain P is the ratio of change of output due to proportional control action to the change in
position error. Common values for the positioner are 50 for small actuators and up to 5000 for large
actuators. The larger this gain, the faster the valve responds with increasing tendency to overshoot.

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Air supply pressure affects this value. Therefore, the position controller should be re-tuned in case of
air supply pressure changes.

I (1/10 s)
Integral time or reset time, is the time constant of integral control. Higher values of ‘I’ cause less
integral control action and increase loop stability. Higher values of ‘I’ increase the time to eliminate a
steady-state position error. The special value of ‘0’ turns off integral action and results in a steady-
state position error. Therefore, ‘0’ should be avoided for use in most real applications.

D (ms)
Derivative time or rate time is the time constant of derivative control. Larger derivative time causes
more derivative control action.

Padj (%)
Valves often have significantly different responses when air is filling verses when air is exhausting. To
achieve uniform responses in both moving directions or manipulate different response speeds, the
proportional gain is adjusted by adding Padj to P when the valve actuator is exhausting. The common
values of Padj range from – P/2 to + P/2. If the air supply pressure is increased, re-running Auto Tune
typically reduces P and increase Padj.

Beta
Beta is a nonlinear gain factor, ranging from -9 to +9 in the SVI II positioner. When beta is 0, the
controller gain is constant. When Beta is not 0, the gain is a function of the error. When beta is
greater than 0, large errors have more proportional effect on output than small errors. (See Table 9 for
SVI Beta range.)

Position Compensation Coefficient


This coefficient is used to reduce settling time. It is in the range from 1 to 9.

Dead Zone (%)


When the absolute value of valve position error is less than the dead zone, no additional position
control is performed. Dead zone is normally 0%; however for high friction valves (e.g. valves with
graphite packing) a higher dead zone helps avoid limit cycling due to the stick/slip action of the valve.
In these cases, the dead zone can be set at 0.1% to 5%.

Damping Coefficient
Set this value to slow the valve response for some applications. Auto Tune always sets the value to
‘0’, which gives no damping. Damping is different for SVI and SVI II. With the SVI II the value can be
set between 0 and 250 seconds. The rate of valve movement is limited to move the valve full scale in
approximately the value shown, in seconds. With the SVI the damping co-efficient is a value of 0 – 9
and will dampen the response in both directions. The damping coefficient can be applied to movement
in either the open or the closed direction or to both directions.

Tuning Status or Error Messages


The damping coefficient display is also used to indicate autotune error messages, if any. A successful
Auto Tune sets this value to ‘0’. After autotune has completed successfully, then the user can set
values of input signal damping. A failure of Auto Tune sets error codes listed below through this
variable. Manually set a value greater than ‘0’ to add a damping function.

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Table 8 – Autotune Error Messages Shown in Damping Coefficient

Error Message Number Corrective Action


Number

0 Self-tuning is successful. Check the step response

33 Fail in open loop test. Check if an air booster or quick exhaust is Used.
Check the supply pressure

44 Fail to find a Bias. Self-tuning is Check if an air booster is used Place the valve at
canceled 50% and restart autotune. (SVI only)

45 Gain of P is too large or small Check for loose linkage, excessive friction or a
valve that is blocked by it’s handwheel.

55 The found Bias is not in the Adjust the Bias. (See maintenance instructions for
required range, and self-tuning is SVI or SVI II).
canceled.

66 Self-tuning for air fill direction fails Check supply pressure; Check the linkage; Check
the grounding; Check the pneumatic module

77 Self-tuning for air exhausting Check the pneumatic modules


direction fails

Table 9 – Tuning Parameter Ranges

Parameter Range- SVI II Range- SVI

Proportional gain 0 to 5000% 0 to 5000%


1000% is gain of 1.0 100% is gain of 1.0

Integral time 0 to 1000 Seconds (0 disables integration)

Derivative 0 to 200 Milliseconds

Padj + / - 3000 depending on P

Beta - 9 to + 9 0 to + 9

Position Compensation 1 to 9 0 to 9
Coefficient

Dead Zone 0 to 5% 0 to 1%

Damping coefficient 0 to 250 0 to 9


Set to 0 by autotune but Set to 0 by autotune but can display
can display error message, error message, if any.
if any.

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Figure 45 – Set Low Signal Calibration

Calibration of Current Sensor and Pressure Sensor


The currently measured value of the primary input signal and the actuator pressure sensors are
displayed and can be compared to reference signals to see if recalibration is necessary.
Note - The factory signal calibration is set with high accuracy
measurement standards equipment. It is unlikely that the current
sensor needs recalibration in the field. Use this information with
caution.
You must supply accurate current (in mill amperes) and pressure reference sources in order to
calibrate the signal and pressure sensors. Apply the reference source and note whether the indicated
value is the same. If it is not the same, enter the reference value in the text box. You can calibrate
either or both sensors.
In the example shown in Figure 45 – Set Low Signal Calibration an accurate current reference is set to
4.000 mA and applied to SVI II’s input. The exact value of the reference is entered into the Calibration
Value text box. Select the Set as Low Value button, to apply the new calibration.
Repeat the process with a high signal value near 20 mA and using the Set as High Value button to
calibrate the High Signal.
To calibrate the pressure sensor, insert a tee in the actuator air line, and install a precision pressure
gauge. Follow the same procedure as with input signal to enter a pair of accurate reference values.
The pressure zero value can be set by turning off supply pressure.
SVI Inset 9
SVI Calibration Page
Note: SVI Insets are used to explain differences between SVI and SVI II.

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The SVI calibration page provides additional parameters needed to support the optional SVI controller
when it is available. The example below shows setting the high calibration value for the 2nd input of the
SVI controller.

Figure 46 – SVI Calibration with 2nd Input Signal

Diagnostics
ValVue 2 offers four types of diagnostic tests: continuous diagnostics, standard valve diagnostic,
positioner signature, and step profile as described below. (Some diagnostic procedures require the
optional pressure sensor and diagnostic capability). Permission level of ‘3’ or higher is required for
diagnostics.
Continuous Diagnostics
ValVue 2 retrieves continuous diagnostic data from the data stored in SVI II’s non-volatile memory.
The continuous diagnostic data include Total Travel, Number of Cycles, Time Open, Time Closed and
Time Near Closed.
Response Test
For SVI II-versions without pressure sensor, the first diagnostic is the Response test. This test strokes
the valve over its full range and determines stroking speed.
Standard Actuator Signature Test
For SVI and SVI II versions with a pressure sensor, the Standard Actuator Signature test strokes the
valve over its full range and determines stroking speed, friction and spring range, and available
pressure range. Then the test moves the valve between 10% and 90% of calibrated travel. When this

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phase of the test has completed, a graph showing the position plotted against actuator pressure is
shown.
Step Test
The valve is put through a series of step response tests and ValVue 2 produces a position vs. time
graph. The graph can contain data collected every 0.1 seconds, until the specified steps are
completed.
Positioner Signature
x The valve is put through a diagnostic test and ValVue 2 produces a position vs. input
signal graph for both increasing and decreasing signal directions.
Extended Actuator Signature
x The valve is stroked between user configured start and stop positions with measurement
of actuator pressure.
Note - The diagnostic tests stroke the valve over its full range. Isolate
the valve from the process before performing any test. Be sure
personnel are at a safe distance from moving valve parts, to avoid
injury.

Figure 47 – SVI II Diagnostic Page

To Perform Diagnostic Tests


Change the mode to Setup and select the Diagnostic tab to open the Diagnostic page. The
Diagnostics page displays current continuous diagnostic data from the SVI II, and provides controls to
perform advanced diagnostics on optionally equipped SVI II positioners.
The continuous data includes:

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x Number of Strokes (total travel)


x Number of Cycles
x Time Open
x Time Closed
x Time Near Closed.
Change the mode to Setup, and then select on the Diagnostic tab to open the Diagnostic page. The
Diagnostics page displays current continuous diagnostic data from the SVI II, and provides controls to
perform advanced diagnostics on optionally equipped SVI II positioners. The continuous data include:
Number of Strokes (total travel), Time Open, Time Closed, and Time near Closed. Figure 47 – SVI II
Diagnostic Page is a typical Diagnostics page. The Diagnostics page allows the user to run valve
diagnostic procedures that provide information about the performance of the SVI II, the actuator and
the control valve. It provides tools to save and retrieve test data saved in computer files and to display
them again in graphs in diagnostic mode.

SVI Inset 10
Diagnostics
Note: SVI Insets are used to explain differences between SVI and SVI II.
Change to Diagnostics mode to enable the controls in the Diagnostics page for SVI. Diagnostics
values can be viewed in Operating and Manual modes. In Diagnostics mode, the valve can move as
diagnostic procedures are run. It no longer responds to the 4-20 mA input signal.
Pop Up Menu in Diagnostic Mode
The context menu in the Diagnostics page depends on the diagnostic procedure most recently
performed. See the figures below and the popup table on page 108.
Before tests are performed, the context menu includes the Reset Continuous Diagnostics control. To
reset the continuous data, select the Reset Continuous Data menu item under the Diagnostic Data
box. A warning message box appears. If you select OK, the continuous diagnostic data (Total Travel,
Number of Cycle, Time Open, Time Closed, and Time Near Closed) is reset to 0. Before resetting the
continuous data, use the Report function in the monitor page to record the data. See page 104 for the
report procedure.

CAUTION The Continuous diagnostic data is permanently deleted by the Reset


Continuous Diagnostics function.

For SVI II versions without a pressure sensor, the first diagnostic is the Response test. This test
strokes the valve over its full range and determines stroking speed. When a test has completed,
stroking times are displayed in the Diagnostic Data box at the right of the window.

 WARNING The response test and standard actuator tests stroke the valve over its full
range. Isolate the valve from the process before performing the test. Be sure
personnel are at a safe distance from moving valve parts, to avoid injury.

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Diagnostic Message Boxes

Figure 48 – Diagnostic Popup Continuous Diagnostic Data

Figure 49 – Diagnostic Popup after Standard Actuator Signature Diagnostic Procedure

Figure 50 – Diagnostic Popup after Other Diagnostic Procedure

Figure 51 – Reset Continuous Diagnostic Data Warning

Figure 52 – Response Test Setup and Results

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Standard Actuator Signature Test


For SVI and SVI II versions with a pressure sensor, the first diagnostic is the Standard Actuator
Signature test. This test strokes the valve over its full range and determines stroking speed, friction
and spring range, and available pressure range. Then the test moves the valve between 10% and
90% of calibrated travel. When the test has completed, a graph showing the position plotted against
actuator pressure is shown.
Note - If tight shutoff or limits are set, the standard actuator test does
not run. Uncheck the TS and limits boxes on the Configure page before
running the test. After the test is complete re-check the desired limits
and TS.
Close the graph window to return to Diagnostics page. (The graph can be viewed again when desired
by right clicking on the Diagnostics page background.) The test data summary is displayed in the
Result box at the right of the window.
Enter a value for the desired Speed of travel. The allowable values are 1 to 10. For many medium
sized valves, start with 4. If excess friction is reported, reduce the speed value.

Figure 53 – Standard Actuator Setup and Results

Figure 54 – Response Test Compared to Baseline in File

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Figure 55 – View or Save Diagnostic Data Using the Popup Menu


The data taken in the test are displayed graphically (Figure 52 – Response Test Setup and Results), in
a text display Figure 56 – Response Test Data at Speed of 4 in a dialog that opens with a click on the
Show Diagnostic Info button Figure 57 – Select Show Diagnostic Info to See and Compare Results).
The current signature can be compared with other signatures stored in a file and with the baseline
signature stored in the SVI II memory. See Table 10 for a description of available diagnostic files
types and locations. The graphical traces are color-coded. For the blue and black traces, you can
choose which graph to display. Click on a Select Curve button and then choose the signature from
the popup menu that appears.
You can close the display with a click on Close. To save the graph or to view it again, right click on
the Diagnostics page background, and select the desired action from the popup menu (Figure 55).

Figure 56 – Response Test Data at Speed of 4

Figure 57 – Select Show Diagnostic Info to See and Compare Results

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Step Response
A step response test can be used to examine the dynamic characteristics of the positioner, actuator
and valve system. The step response test is run over the user-specified range of valve travel. ValVue
2 produces a Position vs. Time graph after the test. A step response from 40 to 60% of valve travel, is
shown in Figure 58.

Figure 58 – Step Test Display

Enter the Start Position and Stop Position. The step test can be chosen to be one way (from start
position to end position), or two way (from start position to end position, then returning to start
position). The time taken at each step is set in seconds. The size of each step is set in percent. Best
results are obtained if the difference between start and stop positions are a whole integer multiple of
step size.

Figure 59 – Step Response Setup

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Figure 60 – Zoom In to the Step Response Graph

Zooming In on a Graph
Use this procedure to zoom in on a graph.
x Left click and drag the cursor to form a rectangle around the area of interest.
x Right click on the graph to zoom out and return to full scale state.
x Enter X Low and X High to select the time scale
x Enter Y low and Y High to select the position scale.
Extended Actuator Signature

Figure 61 – Extended Actuator Signature setup

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The extended actuator signature test is run over a user-specified range of valve travel. It is available
in the SVI II with pressure senor option and in SVI.
Obtaining an Extended Actuator Signature
Use this procedure to obtain an extended actuator signature.
x Open the Diagnostics page in Setup Mode.
x Select Extended Act Sig. from the Diagnostic Type list.
x Enter the values for the Start Position and End Position in the text boxes.
x Select a value between 1 and 9 in Speed.
x Select the Perform Diag. button to begin test.
x The test result is presented in the Diagnostic Graph window (Figure 62).

Figure 62 – Extended Signature 4% to 96%

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Positioner Signature

Figure 63 – Positioner signature 5 % to 95 %


A positioner signature can be used to examine the stability and dead band of a valve system. It
compares the actual position of the valve to the input setpoint. The positioner signature test is run
over the user specified range of input signal (in mA) and ValVue 2 produces a Position vs. Signal
graph for both increasing and decreasing signal directions.

Figure 64 – Set Positioner Signature Parameters


To set up a positioner signature test, select Positioner Sig. Enter values in the Start Signal; End Signal
and number of samples select the Perform button to begin the test.

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Additional Settings Affecting Results


The configuration and calibration settings below can affect the positioner signature test results.

Tight shutoff Run the test above the current equivalent to the
tight shutoff parameter. Alternatively, disable
TS for the duration of the test.

High or low limits Run the test at current values that are between
the equivalent high and low limits.

Split range input span Start signal must be equal or greater than the
Low Signal (on Calibrate page) and the start
signal equal to or less than the High signal (on
Calibrate page).

The test result is presented in the Diagnostic Graph window (Figure 63).
To save or compare the graph, select Close. Then right click on the Diagnostics page for the popup
menu shown in Figure 65.
Saving and Retrieving Diagnostic Tests
The data obtained from all diagnostic tests that produce graphs can be saved in text files (with
extension .dgn). These text files can then be used to view graphs in ValVue 2 or to view in a spread
sheet or other similar program that accepts tab-delimited files. Multiple test results can be saved in a
single file. Signatures and step profiles can be mixed in the same dgn file. It is required only those
signatures from the same tag name are saved in a single file. Each entry is stamped with the test time
and test type.
Saving Tests in Text Files

Figure 65 – Popup to View or Save Graphs


To save the current test result, close the graph display window (you can open it again with View
Diagnostic Graph popup tool). Then, right click the Diagnostics page background and select Save
Diagnostic to File from the popup menu.

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Figure 66 – Select File


Select an existing file from the Open file dialog or enter in a new filename to create a new file. ValVue
2 checks the file and does not allow data to be entered in an existing file unless the positioner tag
name matches the tag name in the file.
Table 10 – Diagnostic Graph Types

Type of Diagnostic Location of Data Data Description


Data
Current Signature In SVI II device memory This is the signature from the test that was last run in
the current ValVue 2 session. It is not permanent. It
can be the result of a Standard Signature test, a Step
Test, A Positioner Signature test, or an Extended
Actuator Signature test

Saved Signature In SVI II device memory This is the Standard Signature last saved in the SVI
positioner

Baseline Signature In SVI II device memory This is the Standard Signature saved in the SVI
positioner to provide a Baseline

Current Signature from dp1 file In memory dump file with This is the signature that is stored in the .dp1 file by
extension .dp1 the Save SVI memory process. It can be the result of
a Standard Signature test, a Step Test, A Positioner
Signature test, or an Extended Actuator Signature
test

Saved Signature from dp1 file In a memory dump file This is the Standard Signature last saved in the SVI
with extension .dp1 positioner and included in a memory dump (dp1) file.

Baseline Signature from dp1 file In a memory dump file This is the Standard Signature saved in the SVI
with extension .dp1 positioner to provide a Baseline and included in a
memory dump (dp1) file.

Signature from dgn file In a diagnostic file with The diagnostic file (dgn) contains diagnostic data
extension .dgn from any of the test types: Response test, Step Test,
Positioner Signature test and Extended Actuator
Signature test. Each type is labeled.

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Retrieving Test Results

Figure 67 – Choose a Signature Type for Viewing


Retrieving Saved Diagnostic Data
Use this procedure to retrieve saved diagnostic data from a file.
x Select the Diagnostics page.
x Select the View Saved Diag. button.
x The Diagnostics Graph window opens.
x There are two Select Curve buttons, blue and black.
x These buttons allow opening, viewing, or comparing two diagnostic graphs.
x Choose Select Curve to open the Choose Signature Curve dialog.
x Select the type of curve you need to view.
x Select a curve type
x Select OK.
For curves stored in the SVI II, the graph opens after a short pause. For curves stored in a file in the
PC, you are prompted to choose a file from the pop-up file selection window. You can view curves
stored in a dump (dp1) file or you can view curves stored in a diagnostics (.dgn) file. You can also
compare curves from the .dgn file to curves in a dp1 file for a different valve and positioner. If you are

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comparing data from a .dgn file with current or saved (dp1) data, be sure to select a signature of the
same type.
Note - Do not combine a view of a signature with a step test. The units
of the graph axis are purposly different, therefore, a comparision is not
possible..
It is not necessary to be connected to an SVI II to view diagnostics. Follow the same procedure if
Offline SVI II has been selected from the device selection window. The PC, you are prompted to
choose a file from the pop-up file selection window. You can view curves stored in a dump (dp1) file or
you can view curves stored in a diagnostics (dgn) file. You can also compare curves from the dgn file
to curves in a dp1 file for a different valve and positioner. If you are comparing data from a dgn file
with current or saved (dp1) data, be sure to select a signature of the same type.
Importing Signatures to Spreadsheets
In addition to running ValVue 2 to retrieve test data saved in a dgn text file, these data can also be
read into a spreadsheet or other similar program that accepts tab delimited files.
The following are steps to use Microsoft Excel to read this data.
x Start Microsoft Excel Application
x Select File>Open.
x Select files of type All Files *.* .
x Find the desired .dgn file and open it. The Excel Text Import Wizard starts.
x In Text Import Wizard – Step 1 of 3, select the file type of Delimited
x Select Next
x In Text Import Wizard – Step 2 of 3, select Tab as Delimiter
x Select Next
x In Text Import Wizard – Step 3 of 3, select General as column data format.
x Select Finish
x The test data with associated time and test type are imported into the Excel spreadsheet.
Exiting to Device Selection
Use this procedure to stop the communication between ValVue 2 and the SVI II positioner and return
to the Connected Devices page.
x Change to Operating mode.
x Select the Exit in any window.
x Stopping communication in the Manual or Setup modes results in:
x Positioner does not respond to the control setpoint signal.
x Positioner must be returned to Operating mode for control to occur.

 WARNING WARNING - Leaving an SVI II in Manual or Setup


mode prevents the control system from controlling
the valve. Always return the SVI II to Operating mode if the control
system is required to be in control of the valve.

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Status Page

Figure 68 – Status Page (Status Shown after Canceling Calibration Procedure)


The Status page displays the status of internal self-checking continuously performed by the positioner.
For a comparison of SVI and SVI II self checking parameters refer to page 139. An explanation of the
status messages can be found

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Clearing Faults
Use this procedure to clear all the faults
x Set mode to Operation or Manual,
x Open the Status page.
x Select the Clear Faults button.

Check Page
The Check tab displays raw data that is useful for positioner troubleshooting. It also provides a tool for
writing values directly to the I/P to force output changes. The data is displayed in all modes. In Setup
mode, right click to pop up the context menu shown in Figure 69. Controls that are unique in this
window are Set I/P and Unset I/P. These commands directly control the signal to the electrical to
pneumatic transducer to produce output pressure changes unrelated to the control algorithm.

DANGER :Set I/P, Full Open, or Full Closed stroke the valve. Isolate the control
valve from the process. Be sure personnel are at a safe distance from
moving valve parts, to avoid injury.

The position can be viewed in its digital representation (counts) as well as the calibration limits
expressed in counts. It is also shown in %.
To fully open or close the valve select the Full Open, or the Full Closed. See the Danger warning
below.
The input signal is shown in both mA and in counts.
Device temperature is shown in degrees C, along with the historical high and low temperatures at the
device.
The I/P signal is shown in counts. A control allows the user to set an I/P current signal manually for
troubleshooting purposes. When the ‘Set I/P’ button is selected, the value is outputted to the I/P. To
return to position control, enter 0 in the Set I/P box and select Set I/P.

DANGER When you select the Set I/P, Full Open, or the Full Closed button, the
control valve moves. Never use the Set I/P control, the Full Open, or
the Full Closed button unless the control valve has been isolated from the process. Always
be sure personnel are at a safe distance from moving valve parts, to avoid injury. .

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Set I/P, Unset I/P

Figure 69 – Set I/P to Move Valve


To test the response of the SVI II positioner and actuator, enter a value in the Set I/P text box. The
value must be between 1 and 65000. Right click on an open space near the Set I/P to open the popup
menu shown in Figure 69. Select Set I/P to send the command to the current to pressure transducer.
Select Unset I/P to return to position control.

SVI II SVI

Enabled in Setup mode Enabled in Calibration mode

Value between 1 and 65000 Value between 1 and 5500

SVI Inset 11
SVI Check Page
Use this procedure to test the response of the SVI positioner and actuator.
Enter a value in the Set I/P text box.
The value must be between 1 and 5500.
Right click on an open space near the Set I/P to open the popup menu.
Select Set I/P to send the command to the current to pressure transducer
Select Unset I/P to return to position control

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Figure 70 – Check Page

Units of Measure in Check Page


Where units are not shown explicitly, the data are in integer format from negative 32,768 to positive
32,768.

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7
Chapter Seven Popup Context Menus

Overview
Each ValVue 2 window offers popup menus of tools that can be used within the window. The menu
that pops up depends on the window and the mode. In the following sections, the tools are listed.
Look for the table for each tool that lists the modes and windows within which you can find each tool.
There are no Popup Context Menus in the Status page.

Figure 71 – Context Menus Popup in Each Window

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Help
Table 11 – Help Is Everywhere

TOOL WINDOW SVI II MODE SVI MODE

All windows
Help (except Status) Operating Operating

Manual Manual

Setup Configuration

Failsafe Calibration

Diagnostic

Failsafe

Figure 72 – Help Contents from


Help Button

Help is available in each window by clicking the Help button. This opens a Help Contents window.
The Help Contents window provides links to the help for each window.

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Figure 73 – Context Sensitive Help for Monitor Page


Additionally, from every window (except check) right click on the background to popup a context menu.
The Help tool on the menu opens help for the window you are in, currently.

About
In the Monitor and Connected Devices pages, the popup menu includes About. Select About to verify
the version of ValVue and the device type that is currently open.

Figure 74 – About
Message Box

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Connected Devices Popups


The Connected Devices page has context menu items that must be used to configure how ValVue 2
connects to devices. There are options to be selected. The context menu changes if Mux is selected
as shown in Figure 75 – Connected Devices Context Menu Items

Figure 75 – Connected Devices Context Menu Items


Table 12 – Context Menu Items to Configure ValVue 2
TOOL WINDOW Optional settings
Set Options Connected Devices Always available
Burst Mode Control Connected Devices Always available
Mux Setup Connected Devices If Use Multiplexor is checked in options page
Mux Reset Connected Devices If Use Multiplexor is checked in options page

Graphics
Use the trend page to display the movements of the valve and set point. Detach the trend to allow the
recording to continue and to be visible while using other windows. The Detach Trend tool is available
in all windows (except Status) and in any mode.
While the Trend page is open, right click on its background to select Refresh Trend or Stop Trend.
Detach Trend
From any window, Detach Graph opens a separate window showing the graph of positioner variable
for up to 180 seconds. The detached graph window remains open and tracks the variable when you
move to other windows.
Refresh Graph
Select Refresh Graph from the popup menu to restart the data collection

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Stop Graph
Select Stop Graph from the popup menu to stop or pause the data collection.
Table 13 – Trend Context Menu Item
TOOL WINDOW SVI II MODE SVI MODE
All windows (except
Detach Trend Status) Operating Operating
Manual Manual
Setup Configuration
Failsafe Calibration
Diagnostic
Failsafe
Refresh Graph Trend Operating Operating
Manual Manual
Setup Configuration
Failsafe Calibration
Diagnostic
Failsafe
Stop Graph Trend Operating Operating
Manual Manual
Setup Configuration
Failsafe Calibration
Diagnostic
Failsafe

Reset
The reset command stops the SVI positioner’s micro-controller and restarts its program. During the
restart the valve stays in place, and, for a short period, it does not respond to control signal changes.
Reset clears the memory and refreshes it. It can be useful to clear bad data. Use Reset to recover
from Failsafe, after correcting the underlying problem. See Failsafe mode on page 40.

 CAUTION Do not use Reset if the positioner is working


normally. Reset should be used only for clearing a
problem.

Table 14 – Reset Context Menu Item


TOOL WINDOW SVI II MODE SVI MODE
Reset Monitor Operating Operating
Manual Manual
Failsafe Failsafe

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Reports
Various reports can be generated in Manual or Operating modes. The report contains configuration,
calibration, and diagnostic data. Before creating reports, set up the report functions in the Report
Setup dialog.
Report Setup
Right click the background of the Monitor page to pop up a Report setup dialog. Browse to the
location of report format files. This is normally in the folder shown in Figure 76. Select a report format
by selecting the RTF file for your positioner type. Then browse to the location of a Windows
application such as winword.exe or wordpad.exe which you can choose to display and print the
report.Then select the OK button to accept these choices.

Figure 76 – Report Setup Dialog


To create special reports or report formats, make a copy of the template (SVI2FullRpt.rtf, for example)
and edit the data and it’s formatting. Save the copy with a new filename and then use it as desired by
entering it in the Report File Name text box.
Report
To create the report, select Report from popup context menu. It can take about 20 seconds to retrieve
data from the SVI II device and start the application to display the report as a new file, temp.rtf. You
then can edit the file. Select File>>Save As and enter a new meaningful filename. Use File>>Print to
print it out, as desired.
Note - The positioning control of the SVI is not affected during the
creation of the report.
See Appendix D
Appendix D SVI and SVI II Reports for an example of a report and additional information.
Table 15 – Report Generation Context Menu Items
TOOL PAGE SVI II MODE SVI MODE
Report Setup Monitor Operating Operating
Manual Manual
Report Monitor Operating Operating
Manual Manual

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Saving and Restoring Positioner Data


The data in an SVI II (or SVI) can be saved to a file in the PC. This is particularly useful for tracking
configuration changes and it can be useful when replacing an SVI with another of the same type
Save SVI Data
Select Save SVI Data using the pop up tools. Select OK when the dialog warns that the file transfer
takes about 20 seconds.
Note: The positioning control of the SVI is not affected during data
transfer from SVI to PC.

Figure 77 – Memory Save Dialog Box

After the data has been retrieved from the SVI, you are asked to supply a filename for the dump file
(extension .dp1) in which to save the data. Browse to a convenient sub directory, for example, the file
where the ValVue 2 program was installed, then enter in a meaningful filename.

Figure 78 – Report Template Location

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Restore SVI Data


To restore (download) the data saved in an SVI Dump file to the SVI, right click on the Monitor page
background. Select the Restore SVI Data context menu item. Browse to the subdirectory where the
file was saved. Select the needed file. Then, select Open. The download takes about 20 seconds.

 WARNING The positioner does not respond to input signal changes while data is
restoring (downloading) from the PC to the SVI. Place the controller in
manual to avoid controller windup. The download lasts 20 seconds or more, depending on
the quality of the HART communications.

Figure 79 – Select a Memory Dump File to Restore


Files for SVI and SVI II are not compatible. If you select the incorrect file type you will be
warned via a dialog box. See below.

Figure 80 – Incompatible Device File Type Warning


Table 16 – Saving and Restoring Configuration Data Popups
TOOL PAGE SVI II MODE SVI MODE
Save SVI Data Monitor Operating Operating
Manual Manual
Failsafe Failsafe
Restore SVI Data Monitor Operating Operating
Manual Manual
Failsafe Failsafe

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Configuration
While most of the functions needed for configuration are shown in the Configure page, the Custom
Linearization tool is accessed by the popup menu. Custom linearization uses the custom
characteristic function (see page 65).

Calibration
Table 17 – Configuration Context Menu Items
TOOL PAGE SVI II MODE SVI MODE
Custom Linearization Configure Setup Configuration
Run find Stops Calibrate Setup Calibration
Open Stop
Adjustment Setup NA
Run Auto tune Calibrate Setup Calibration
Reset to Factory Cal Calibrate Setup Calibration
Set as Closed Stop Setup NA
Set as Open Stop Setup NA

Valve Stroking
There are a number of tools which are useful for moving the valve during maintenance.
: Set I/P, Unset I/P, Full Open, Set Mid Scale, or Full Closed stroke the valve.
DANGER
Isolate the control valve from the process. Be sure personnel are at a safe
distance from moving valve parts, to avoid injury.
Table 18 – Valve Stroking Context Menu Items
TOOL PAGE SVI II MODE SVI MODE
Full Open Monitor Manual Manual
Setup Calibration
Calibrate Setup Calibration
Check Setup Calibration
Full Closed Monitor Manual Manual
Setup Calibration
Calibrate Setup Calibration
Check Setup Calibration
Set Mid Scale Calibrate Setup NA
Set I/P Check Setup Calibration
Unset I/P Check Setup Calibration
Full Open and Full Closed, and Set Mid Scale
x The Full Open control moves the valve to its full open position by (ATC) venting the
actuator, or (ATO) applying supply pressure to the actuator.
x The Full Closed control moves the valve to its closed position by (ATC) applying supply
pressure to the actuator, or (ATO) venting the actuator.
x The Set Mid Scale control moves the valve to its previously calibrated 50% open position.

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Diagnostics
Diagnostic popup tools are available only in the Diagnostics page. The context menu changes after
the diagnostic tests are run. Refer to Table 19 “After Test” column or refer to the section on
Diagnostics, page 81.
Before resetting the continuous data, use the Report function in either Monitor page to record the data.
See page 104 for the report procedure.
Table 19 – Diagnostics Context Menu Items
TOOL PAGE Available After Test SVI II MODE SVI MODE
View Diagnostic Graph Diagnostics Standard Actuator Setup Diagnostic
Signature, Step,
Positioner, or
Extended Actuator
Signature
Save Diagnostic Graph Diagnostics Standard Actuator Setup Diagnostic
Data to File Signature, Step,
Positioner, or
Extended Actuator
Signature
Save Signature in SVI2 Diagnostics Standard Actuator Setup Diagnostic
Signature
Save Signature as Diagnostics Standard Actuator Setup Diagnostic
Baseline in SVI2 Signature
Reset Continuous Diagnostics Always Setup Diagnostic
Diagnostics

Table 20 – Controller Context Menu Items

TOOL PAGE Controller Mode SVI MODE


Set Remote Controller Local, or Manual Operating, Manual
Set Local Controller Remote, or Manual Operating, Manual
Set Manual Controller Local, or Remote Operating
Set Output Controller Manual Manual

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8
Chapter Eight SVI PID Controller

Overview
This chapter applies only to the SVI with controller option. The SVI II positioner is not currently
available with a controller option. SVI is optionally provided with a PID controller. For wiring the
transmitter and setpoints, see the SVI Manual EW2000.

Controller Page
Select the Controller tab to open the Controller page, Figure 81. If the Controller tab is not visible, go
to Controller Config to turn on the controller. See Page 110
The Controller page displays values for the process variable, its setpoints and controller output, both
numerically and graphically. The controller mode is displayed in the Mode text box. Operation data;
setpoints, valve position and actuator pressure are displayed on this window. If the process controller
is configured for ratio control, both the measured setpoint and the remote setpoint calculated are
displayed in their corresponding engineering units. From the Controller page the controller mode can
be switched from remote automatic to local automatic or manual mode. Local setpoint and controller
output can be changed when in manual mode

Figure 81 – Controller Monitor


.

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Controller Modes
In addition to the modes of the SVI positioner, the SVI controller operates in three modes.
Note - The SVI controller option must be installed at the factory. With
this option installed, the SVI can be operated as either a positioner or as
a controller, selectable by ValVue 2, a HART Communicator or the local
pushbuttons. Local pushbuttons support limited controller functions.
The controller must be configured first with ValVue 2 or the
communicator.
Remote Controller Mode
In Remote Controller mode, the controller setpoint is controlled by the primary input signal. The
scaling of the input signal is set in the Calibrate page. Low PV and High PV correspond to the Primary
Input Signal values of 4 and 20 mA respectively. Low Remote SP and High Remote SP correspond to
the Secondary Input Signal values of 4 and 20 mA respectively.
Remote with Ratio
If Ratio Control is configured in the Controller Config page, then the Setpoint is modified by the ratio
gain and ratio bias. See page 118 for setting the Ratio parameters. The value of the primary input is
shown in its engineering units and the ratio-ed setpoint is also displayed in units of the process
variable.
Local Controller Mode
In Local Controller mode the setpoint of the process variable is set by right clicking on the bar graph
display and entering the desired setpoint. Alternatively, select on the bar graph slider and drag it to the
desired value.
Manual Controller Mode
In Manual Controller mode, the controller page is used to set the position setpoint while the controller
PID is not active. The positioner mode is also changed to manual.
The controller output can be adjusted in the Controller page by right clicking on the background and
selecting Set Output from the popup menu. A dialog box (Figure 82) opens to enter the desired output
value. Alternatively, it can be controlled by dragging the output slider in the output bar graph display,
or by right clicking on the bar graph display.
Note - The controller output is equal to the position setpoint only when
the positioner is ATO and linear. For all other configurations of the
positioner, the Monitor displays recalculated position setpoints in
accordance with actuator action and positioner characteristic.

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Figure 82 – Set Controller Output Dialog

Controller Configuration
Three pages are provided for configuring, calibrating, and setting parameters for control. Always set
up the controller in the following order:
x Set all parameters in Controller Configuration page - Configuration mode is required.
x Set all parameters in Calibrate page - Calibration mode is required.
x Set all parameters in Controller Settings page - Operating or Manual mode is required.

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Figure 83 – Controller Configuration Page

Turning the Process Controller On


Use this procedure to turn the Process Controller on.
x Select the Controller Config tab to open the Controller Config page.
x Check the Process Controller On box to enable the PID controller in SVI.
x Select Apply.
Startup Selections
The SVI always starts up in the mode it was in prior to powering down. If the prior mode was the
Operating mode, then the startup mode of the controller’s mode to start up.
Startup Local
This option sets the controller in local mode after SVI startup.
Startup Remote
This places the controller in remote mode after SVI startup.
Startup Last Mode
This sets the controller in the mode that was in before power was lost.
Local Only
This option allows the controller to function only in local mode. When the controller is configured in
this mode, you cannot switch the controller to remote mode. In this configuration, the +/- input
terminals on SVI serve as the power source for the SVI device.

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Controller Action
Direct acting causes the valve to open when the process variable increases. Reverse action causes
the valve to close when the process variable increases.
Direct Acting
Sets the controller output to increases when the process variable increases.
Reverse Acting
Sets the controller output to decrease, when the process increases.
Initial Setpoint
This parameter determines the initial local setpoint value if the startup mode is local and the local
setpoint when controller is switched from remote to local when the startup mode is remote and setpoint
tracking is not selected. An appropriate value based on the specific application should be entered
Controller Period
The controller can execute a control cycle every 0.2 seconds (6.7 times per second) to 10 seconds.
For fast processes, a period of 0.2 seconds would be a reasonable value, and for slow processes 1 or
2 seconds would be common.

Figure 84 – Controller Configuration with Ratio

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Ratio Control
This option turns ratio control on or off. For ratio control, the remote process variable setpoint is in
ratio to an independent variable applied to the primary input signal terminals. Because the primary
input signal is called Remote Setpoint for non-ratio control, it is called Remote Setpoint for ratio
control. However, the actual setpoint used by the controller is computed from Remote Setpoint and is
called the “ratio-ed setpoint”. The relationship between the ratio-ed setpoint and the Remote Setpoint
is given by:
Setpoint = Ratio Gain x Remote Setpoint+ Ratio Bias
The Ratio Gain and Ratio Bias are set in the Controller Parameters window, after configuration and
calibration are completed.
Note - Always complete configuration and calibration before setting
ratio gain and bias. This permits ValVue 2 to test the ratio values for
validity.
PV Units Code
The user can select the units for the process variable and setpoint. HART defines unit codes for many
commonly used units. ValVue is programmed to recognize many of these and the user can select
them from the list box. If the unit used is not in the list box, the user can enter the HART unit code in
the list box (in which case ValVue only reports the code, not the text version of the units).
Remote SP Units Code
For a non-ratio controller, the engineering units of Remote SP must be the same as engineering units
of PV. For a ratio controller, the units can or can’t be the same as the PV units, as shown in Figure 84.

Controller Calibration
The range of the controller process variable and setpoint are set in the Calibrate page. After the
controller has been turned on additional parameters appear in the Calibrate page. The new
parameters are Low PV and High PV, Low Remote SP and High remote SP, shown circled in Figure
85. The range of PV and SP is usually the same unless Ratio Control has been selected.

Figure 85 – Calibrate Page with Controller Ranges

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Input Signal Range


When the process controller is on, the input signal corresponds to the controller output range it must
be set to 4 to 20 mA for correct controller action.
x Low Signal (mA) - Set this value to 4.00 mA
x High Signal (mA) - Set this value to 20.00 mA.
Low Process Variable (PV)
This is the value of process variable, in engineering units, that corresponds to 4.0 mA at the secondary
analog input. This edit box is enabled only for a SVI with the built-in PID process controller.
High Process Variable (PV)
This is the value of process variable, in engineering units, that corresponds to 20.0 mA at the
secondary analog input. This edit box is enabled only for a SVI with the built-in PID process controller.
Low Remote Setpoint
This is the value of process setpoint, in engineering units, that corresponds to 4.0 mA at the primary
analog input in mA. This edit box is enabled only for a SVI with the built-in PID process controller.
High Remote Setpoint
This is the value of process setpoint, in engineering units, that corresponds to 20.0 mA at the primary
analog input in mA. This edit box is enabled only for a SVI with the built-in PID process controller.
Allowable ranges of PV and Remote setpoint
The range of PV and SP is usually being the same unless Ratio Control has been selected. However,
it is possible for the ranges to differ, provided that the span of the setpoint must be at least 50% of the
span of the PV.
The controller display range is from Low PV to High PV. Setpoints outside those values are not
displayed on the bar graph.
Applying changes
Use this procedure to save your changes.
x Enter parameters values in text boxes.
x Select Apply.
x Values are sent to the SVI positioner and controller.
Discarding Changes
Use this procedure to discard unwanted changes without saving them.
x Select Change Mode
x Select either Operating or Manual mode.
x Select OK
x Select No when the dialog asks “Do you want to save your changes?”
Calibrate PV (the 2nd Input Signal)
The PV is measured at the 2nd Input signal. The input current span is taken from a 250 Ohm sensing
resistor connected between terminals A and B of the SVI. (See SVI instruction EW2000). If required,
calibration can be achieved by applying a precision reference current to the resistor between terminals
A and B.

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Setting the Low Range Value


Use this procedure to set the low range current.
x Apply an accurate current near 4 mA (between 3.5 and 8.0 mA).
x Enter the exact value of the current in the 2nd Input signal text box.
x Right click on the background to open the Context Menu Items.
x Select Set Low Signal2 Cal.
Note - The Apply button does not set low and high calibration values for
the secondary input signal. Use the Context Menu Items: Select Set
Low Signal2 Cal and Set High Signal2 Cal.
Setting the High Range Current
Use this procedure to set the upper range value,
x Apply an accurate current near 20 mA (between 12 and 20.0 mA).
x Enter the exact value of the current in the 2nd Input signal text box.
x Right click on the background to open the Context Menu Items.
x Select Set High Signal2 Cal.
Note - Precision calibration of the 2nd Input Signal can be required to
calibrate sensing resistor.

Controller Parameters

Figure 86 – Controller Setting Page

The parameters of the process controller shown on the Controller Settings page can be displayed and
modified in any controller mode. To access these parameters, select the Controller Settings tab to

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open the Controller Settings page. The controller parameters are retrieved from the SVI and
displayed.
The parameters and options must be determined by the user based on the specific application. After
entry of new parameter values, select Apply Settings to send the parameter value to the SVI
controller.
Proportional Gain (%)
Proportional gain P is the ratio of proportional action (part of controller output) to error. The error is the
difference between the setpoint and process variable. If the proportional gain is 50%, i.e., 0.5, the
corresponding proportional band is 200%.
Integral Time (s)
Integral time or reset time, is the time constant of integral control, when the controller is PID. The
special value of ‘0’ disables the integral action causing the controller to become a P or PD type.
Derivative Time (ms)
Derivative time or rate time is the time constant of derivative control.
Derivative Gain
Derivative gain is a parameter for derivative control. The typical range is 8 to 16.

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Beta (Non_linear Gain Factor)

Figure 87 – Beta Affects Controller Response

Beta is a nonlinear gain factor, ranging from 0 to 9in the SVI controller. When beta is 0, the controller
gain is constant. When Beta is not 0, the gain is a function of the error. When beta is greater than 0,
large errors have more proportional effect on output than small errors. The effects of beta =9 (the
maximum effect) and Beta = 0 (no effect) are shown in Figure 87
Setpoint Low and High Limits
The setpoint used for the calculation is constrained to be between the low and high limits. The limits
apply for both local and remote automatic modes. The limits are entered in the same engineering units
as the process variable.
Ratio Gain and Bias
Ratio Gain and Ratio Bias are only entered when ratio control is enabled. In ratio control, the setpoint
and process variable can be in different engineering units and on different scales. The relationship
between the remote setpoint in process variable units and the measured setpoint is given by:
Ratio-ed Setpoint =Ratio Gain x Remote Setpoint + Ratio Bias
The Remote Setpoint (RSP) scaling in its engineering units must be considered when setting Ratio
Gain and Ratio Bias. The Remote Setpoint scaling values are entered into SVI as parameters in the
Calibrate page as Low Remote SP and High Remote SP). The Ratio Gain and Bias must be
calculated from the Low Remote Setpoint (LRSP) and High Remote Setpoint (HRSP) as follows.
Low Remote Setpoint = LRSP
High Remote Setpoint = HRSP
Low Process Variable = LPV (This can differ from the calibration of the PV scale. It is the value that is
desired when the remote setpoint is at LRSP.)

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High Process Variable = HPV (This can differ from the calibration of the PV scale. It is the
value that is desired when the remote setpoint is at HRSP.)
Ratio gain = (HPV - LPV)/(HRSP - LRSP)
Ratio gain has engineering units that are the ratio of PV units divided by RSP units. And that Bias has
the engineering units of the PV.
Ratio Bias = LPV - Ratio Gain * LRSP
The Ratio-ed setpoint in process variable units is used in the PID calculation to compute the error.
Low and High Alarm Limits
Define when the alarm lights on the controller view are lit. If absolute alarms are selected and the
process variable is not between the low and high alarm limit, the alarm light is on. If deviation alarms
are set and the difference between the setpoint and the process variable is not between the low and
high alarm limit, the alarm light is on. The alarm limits are entered in the same units as the process
variable.
Manual Reset Bias (%)
Manual Reset Bias is a constant part of controller output. It is a very important value in minimizing the
steady-state error for P or PD type process control. It is the controller output at a typical operating
point. If the controller outputs range from 30 to 50% at normal operation, the manual reset bias should
be set at 40% in order to minimize steady state error for P or PD control. For controller with I term, the
value is less important and can be typically set at 50%. This value can be changed during the
automatic operation of the controller to introduce a disturbance without the need to transfer the
controller to manual mode.
Output Rate Limit (%/s)
Limits how fast the output can change. It is expressed as the percent of full output range per second
and can be set between 1 and 200 % per second.
Controller Dead Zone
When the difference between the setpoint and the process variable is less than the dead zone, the
controller takes no action to change the output.
Derivative Source
Determines whether derivative action is applied to a change in the process variable or to a change in
the error (setpoint - process variable).
Alarm Type
Determines whether an alarm is of the type absolute or deviation from setpoint.
Setpoint Tracking
If setpoint tracking is selected, when the controller is changed from the manual mode to local mode,
the setpoint is set to equal the current process variable. Also, the setpoint is set to the value of the
remote setpoint at the moment of transfer from remote automatic to local automatic. In this way, the
process upset is minimized. However, the setpoint tracking can not be desirable for an application
with a preset fixed local setpoint.
Freeze Output
When enabled, if the process variable from the auxiliary input channel (A and B terminals) is not a
valid reading, the controller output is not changed.

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Apply changes
After the configuration of the controller parameters, select Apply Settings to send the parameters to
the device.

Figure 88 – Save Changes Dialog


Box

Discarding Changes
Use this procedure to leave a page and discard your changes.
x Select Change Mode
x Select Operating or Manual mode.
x Select OK.
x Select No when the dialog asks Do you want to save your changes?
Returning to a Monitor Position
Use this procedure to return to a position that allows you to monitor the valve position.
x Select the Monitor tab to return to positioner view.
x The valve position can be monitored.
x When the controller is in Local or Remote Automatic mode, the positioner is in normal
operating mode.
x If the controller is in Manual mode, the position can be controlled from either the Controller
page or the Monitor page.

Simulation for Controller Training


For demonstration and training purposes a process simulator is included in SVI. When turned on, the
simulator provides a simulated signal for the process variable, so the process loop is closed in local
and remote automatic mode. The user can manipulate the controller in different modes and make
mode transfers as well.
The simulation can only be accessed if the user is logged in at a privilege level of 8. A default login
name of masoneilan with the password new is provided at level 8 with the installation.
The system administrator at the user site can remove or change this login.

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Using Simulate
When a user is logged in at a privilege level of 8, there is a Simulate button in the Controller page. Use
this procedure to use the Simulate feature.
x Select the Simulate button it to toggle simulation on.
x Select the Simulate button again to turn simulation off.
x If simulation is on a red light labeled Simulated PV appears above the Simulate button.
x Simulation mode is automatically ended whenever the power is removed from the SVI.
x Restart simulation mode each time the SVI is powered-up.
Note - If using ValVue 2 as an AMS SNAP On, AMS does not offer
Permission *Level 8. Simulate is not available.

Exit to Connected Devices Page


To stop the com Simulate disables normal controller operation! Do not use simulate unless the valve
is isolated from the process communication between ValVue and the SVI device, and return to the
Connected Devices page, select Exit on any page. Make sure the positioner and controller modes are
appropriate before returning to the Connected Devices page.

 WARNING Simulate disables normal controller operation. Do


not use simulate unless the valve is isolated from
the process.

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9
Chapter Nine Multiplexor Setup and
Operation

Introduction
ValVue 2 supports the MTL HART multiplexor that allows a user to monitor and operate many SVI
positioners from a single computer.
The MTL 4840 HART maintenance system is a widely used multiplexor for communicating with HART
instruments. Connected to a computer serial port with a RS232/RS485 converter, the multiplexor is
capable of supporting up to 31 nodes, each with the capability of supporting up to 16 sub nodes. Each
sub node can control 16 loops. Therefore, the multiplexor provides the potential to communicate with
a maximum of 7936 HART loops, i.e., 31 (nodes) x 16 (sub nodes) x 16 (loops) using one computer
interface. Additionally, the multiplexor supports the multidrop connection of HART devices on a single
loop. Therefore, using the multidrop feature it is possible to expended capacity of a system beyond
7936 HART devices.
For more information regarding the MTL multiplexor, refer to the manufacturer’s documents and the
ValVue MUX Connection Guide.

Figure 89 – Multiplexor Connected Devices


Using the multiplexor capability of ValVue 2 and the MTL multiplexor, monitoring and communicating
with many SVI’s and other HART devices is possible. After start-up and login to the ValVue 2
program, the Connected Devices page is displayed and provides options to setup the multiplexor.

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Use of the optional multiplexor ValVue 2 software requires an additional license and registration.
Pleas contact your local Masoneilan representative for licensing assistance. A 60 day trial of the
multiplexor option is provided without licensing.

Figure 90 –
Context Menu
with Mux
Functions -

Options Setup Dialog


The first step to set up the multiplexor (Mux) is to right click on the Connected Devices page
background to popup the context menu.
Select Set Options. In the Options dialog, set the options that relate to HART and multiplexor
communications.
Check Use Multiplexor and set a baud rate that is equal to the baud rate set on the multiplexor
hardware with DIP switches. Note that the settings in the Options page for ValVue 2 must agree with
the Mux configuration settings that are also shown. The Mux configuration can have originated in
other applications.

Figure 91 – Options and Mux Setup


Check the Use Multiplexor box to enable the Mux. After the MUX is enabled, the context menu shows
the Mux functions.

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Primary and Secondary Masters


When the multiplexor is enabled, ValVue 2 must be configured to be the same type of master as the
multiplexor. Use both the Options setup and Mux setup screens to check and compare the selection.
Both can be primary or both can be secondary. They cannot be different.
The multidrop option substantially increases the time required to scan each node of the Mux.
MUX Reset
Select MUX Reset to issue a reset command to a node of the multiplexor. This function is enabled
and used only in the multiplexor configuration of the program. The user is prompted for the node that
is to be reset. When reset, the multiplexor node re-scans all of the devices connected to it and
depending upon the options set for the multiplexor, can take some time to complete. If hardware has
been added to the Mux or connected to different Mux channels a rescan must be performed before the
ValVue 2 re-scan can be used.
Note - The Mux hardware re-scan is different from the re-scan
performed by ValVue 2 from the Re-scan button. No communication
between ValVue 2 and any device takes place on the node until the
reset is completed. This can take several minutes, depending on MUX
loading..
Multiplexor Options Setup Dialog
Use this procedure to setup Multiplexor options.
x Right click in the background of the Connected Devices page.
x Select Set Options from the popup menu.
x Check the Use Multiplexor box on the Options page.
One option a user must select correctly is which communication serial port the computer uses for the
HART communication channel. Once selected in the Options dialog, this selection overrides any
selection on the command line that starts the program.
Select the baud rate that is the same as that set with dip switches on the multiplexor hardware.
The device list can be saved in a file in order to eliminate the necessity of re-scanning each time a
connection is established. Unless the option of Load Device Address from File is selected, the file
used is temporary and a re-scan is done each time the program is restarted. If selected, the user can
select a file in which to save the device list. This file is read whenever the program is started and the
saved device list is displayed. This is particularly useful for a multiplexor connected to many devices
and saves the time required to re-scan.
Multiplexor Setup
Select MUX Setup from the context menu to setup the nodes used on the MTL multiplexor. The
Connected Devices page appears and prompts for the nodes to be configured. Type a number
between 1 and 31 for the desired node, e.g.. 1 for node 1 and select OK. The node address must
match the DIP switch setting on the Mux hardware. The Multiplexor Setup dialog displays. Setup
includes the following options and parameters.
Tag
This is a user-entered value. It can be up to 7 characters long and is used to identify the MTL
multiplexor node in the system. The tag is displayed in Device List box in Connected Devices page.
Descriptor
A description with up to 15 characters for the MTL multiplexor node.

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Retry Count
The number of times the multiplexor retries sending a command to a Hart device before returning with
an error. The valid range for this number is 0 to 5. the recommended number for use with ValVue 2 is
‘3’.
Preamble Count
A device using the HART protocol sends a short string of characters at the beginning of each
communication to “wake up” the other device. This string is called a preamble. The number of
preambles prefixed to each Hart command sent to a device varies from device to device. The valid
range is 2 to 20. Recommended values for this parameter are 3 to 5 when using the Mux. ValVue 2
allows the Mux preamble count to be configured by the user.
Scan Age Time
The length of time in seconds that scan data remains valid. An error is returned when scan data is
requested more than the age time since the data was last updated. This parameter is available here to
set for other applications that use the multiplexor. ValVue 2 does not support the scanning feature.

Figure 92 – Multiplexor Setup

Multiplexor Master Mode


ValVue 2 must be set in Options to use the same mode as the multiplexor. Other applications that use
the multiplexor or other Hart masters can require a special selection. See the multiplexor
documentation for further information.
Search Method
When building a device list, the multiplexor can use one of three methods:
Polling Address 0 only
This method looks only at polling address 0 for each loop. Any devices on a loop with a non-zero
polling address are not found.

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One Device
For each loop, all polling addresses are searched until a device is found. The multiplexor does not
continue the search on a loop after the first device is found.
Multidrop
For each loop, polling address 0 is checked. If a device is found, no further search is performed on
that loop. If no device is found at polling address 0, polling addresses 1 - 15 are searched and any
devices found are added to the device list.
Scan Option
The MTL multiplexor has the capability to continually scan the connected Hart devices to report the
results. ValVue 2 does not use this feature, but the option is provided to configure the multiplexor as
needed by other applications.

Multiplexor Operation Summary


The multiplexor can be used to request information about HART devices. Select the MUX Reset
popup menu function to issue a reset command to a node of the multiplexor. The user is prompted for
the node that is to be reset. When it is reset, the multiplexor node re-scans all of the devices
connected to the node (this hardware re-scan is different from the re-scan done by ValVue 2 from the
Re-scan popup menu function). Depending upon the options set for the multiplexor, this can take a
while to complete. No communication can be done with devices on the selected node until the reset is
completed. After the reset is finished, select Re-scan popup menu function to build a device list.
A device list is arranged in the order found on the multiplexor’s channels. This list can be very long if
there are many connected devices. To find a device by its tag, select the Find by Tag button to open a
text entry dialog. Enter a tag name to allow ValVue 2 to search the device list for a device with a
matching tag. If found, the device is selected and the window scrolled so that its line is visible.
Selecting the Re-scan popup menu function causes ValVue 2 to build a new device list. All nodes are
checked. If there are a large number of devices connected to the multiplexor, this function can take
some time to complete. When the re-scan is completed, the user can optionally save the device list to
a file so that re-scanning is not necessary every time ValVue 2 is started.

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Troubleshooting ValVue 2 Used with Mux


Problem Cause Corrective action

No devices found Both ValVue 2 and AMS are Connect ValVue 2 to the
connected to Mux. device with a modem. If the
installation is a
fundamentally safe connect
to the input to the MTL
4046P Isolator. In a general
purpose system, connect
directly to the device wires.

The Mux is configured for AMS Reconfigure the Mux For


communication Cornerstone
communications mode with
MTL provided software

Baud rate setting does not Mux Use Set Options in ValVue 2
match setting. to match the settings in the
Mux. Refer to dip switch
settings on the Mux.

RS-232 to RS-485 converter Check for loose wires. Check configuration of


not working properly. converter. Refer to the
manufacturer’s instructions.

Expected device is not found Device was added after the Click the Reset Mux
on Connected Devices list. Mux performed it’s last scan. command to update the Mux
scan table. Allow time for the
Mux to scan all of it’s nodes
for devices. Select Rescan
in ValVue 2 to update the
connected device list. This
may take several minutes
depending on how many
connected devices are
present.

Devices all have the same tag ValVue 2 and Mux are not Set Mux and ValVue 2 so
name in Connected Devices configured as the same type of both are Primary Master or
master both are Secondary Master.

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A
Appendix A Glossary of Terms

Actuator Type The HART Communications Foundation classifies a positioner as type “Actuator”.
This means that it receives a 4-20 mA control current signal and causes an actuation function.
Algorithm A set of rules that control the operation of an object through software. The SVI II position
control algorithm is a modified PID. Other algorithms embedded in SVI II include the STOPS method
for calibrating stroke, and the autoTUNE method for establishing the best parameters for the PID
algorithm.
ATC Air-to-Close The combination of a single acting actuator and the control valve where the valve is
closed when air pressure is applied to the actuator.
ATO Air-to-Open The combination of a single acting actuator and the control valve where the valve is
open when air pressure is applied to the actuator.
Burst Mode An optional HART mode to achieve a higher data rate. In burst mode, more than three
messages can be transmitted per second. When switched into this mode, a slave device repeatedly
sends a data message, as though it had received a specific command to do so. There is a short pause
after each "burst" message, to allow a master device to send a command to stop the burst mode
operation, or to initiate any other single transaction, after which burst messages will continue. Burst
iii
mode is only useful if there is just one field device attached to a pair of wires.
CALIBrate A mode of the positioner in which the user has access to changing the calibration of
stroke, input signal, and tuning parameters.
Characteristic The positioner input setpoint command can be selectively modified to provide a desired
relationship between setpoint and valve position. In the valve, the relationship between stroke and Cv
is also called valve inherent characteristic. It is often adjusted by design, to equal percentage, for
example. The positioner characteristic is applied to modify the setpoint to travel relationship of the
actuator. The characteristic of the positioner should be chosen to compliment the valve. If the valve is
equal percentage, the positioner should be set to linear. If a linear valve is installed the positioner can
be set to an equal percentage characteristic to improve flow control. SVI II offers an eleven point
custom characteristic option which can be easily created and edited in ValVue 2. Local display can be
used to select the custom characteristic, but cannot adjust the points.
Closed The valve position in which the flow is minimum or zero. See tight shutoff.
Compliance Voltage The voltage that must be available at the control system output in order to drive
the control current through the SVI II and all the resistive devices in series with it.
Compliance, HART Manufactured and tested in accordance with the HART Communications
Foundation standards.
Condition Monitoring A technology for measuring the performance of process equipment and valves
over a period of time to predict the need for maintenance. The technology evolved to meet NRC

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requirements GL 89-10, and has proven valuable to other process industries. SVI II and ValVue 2
offer a suite of diagnostic tools to implement condition monitoring.
CONFIGure A mode of the positioner in which the user has access to changing permanent
parameters required for position control, or for communications.
Custom (see Characteristic) The custom characteristic in the SVI II has ten points to define the
relationship between the setpoint and the valve position. The pushbuttons allow selection of the
custom characteristic which must be downloaded as pairs of data using the HART communications
from a HART master. ValVue 2 offers a graphical drag-and-drop method to easily define the
characteristic. It includes a method to correct for geometric non-linearity of the positioner feedback
linkage.

Figure 93 – Custom Characterization Screen

DCS Distributed Control System is a generic term for the common control system architecture which
generally performs process control in networked computers and interacts with field devices through
rack mounted I/O cards. A positioner is usually connected to a DCS output card that controls the 4-
20mA current to the positioner.
Device Description, DD. The software object installed in the HART Handheld Communicator
HHC275 to allow it to communicate and display the custom parameters available in a field device.
Diagnostics The suite of software, and hardware tools that allow SVI II to monitors its own internal
condition, and to monitor the performance of the control valve and actuator system. Depending on
options purchased the diagnostics can evaluate number of valve strokes, total accumulated valve stem
travel, step response times with graphs, input to position relationships. Often system performance
signatures are obtained and retained to compare as-built with future performance to predict remaining
useful service life.
Double Acting An actuator is said to be double acting when a piston is used that has pressure
applied to both sides of the piston. Typically used with a positioner that has two pressure outputs one
of which increases and one of which decreases with increasing position setpoint. The SVI II positioner
must be configured to be single acting or double acting as required for its actuator application.
Configuration can be via HART or via pushbuttons.

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EEPROM An Electrically Erasable Programmable Read Only Memory. SVI II has two memories that
are used for permanent storage of data that changes during operation. The micro-controller has
EEPROM which permanently stores changing information such as number of actuator cycles and
totalized valve travel. The program is stored in flash memory and can be upgraded.

Figure 94 – Equal Percentage


Characteristic, 50:1

Equal Percentage A valve characteristic designed to compensate for the loss of pressure in a
pipeline as a control valve is opened. It is intended to linearize the installed flow versus lift
characteristic for improved control. *The theoretical curve is y= a*e x*ln(1/a) , where a is .02, 1/R, and
R=50 for a 50:1 equal percentage characteristic. However, the theoretical curve leaves the valve
unseated by 2% at 0% input. The actual curve, shown here, is corrected to seat the valve at 0%. The
corrected curve is Y=(a*e x*ln(1/a) -a)/(1-a).
Error Messages The positioner stores the reasons for errors. The error messages can be read by
HART or with the local display
FailSafe A mode of the positioner in which the valve position is controlled to a predetermined safe
position. This mode is forced by the positioner program in response to errors. If the errors are
cleared, then RESET returns the positioner to the mode prior to the error.
Fatal Error An error which the SVI II program treats as non-recoverable. Service is required. Contact
Masoneilon Dressor.
Flash Memory A computer memory which is not volatile. It stores all its data even when the power is
off. It performs high speed reads and can be re-written many times. It is used to store programs and
permanent parameters.
FSK Frequency Shift Keying see HART protocol
Hall Effect Sensor A semiconductor magnetic-field sensor, which measures the magnetic flux
perpendicular to the sensor.
HART HART is an acronym for Highway Addressable Remote Transducer. The HART protocol
makes use of the Bell 202 Frequency Shift Keying (FSK) standard to superimpose digital signals at a
low level on top of the 4-20mA. This enables two-way communication to take place and makes it
possible for additional information beyond just the normal process variable to be communicated

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to/from a smart field instrument. The HART protocol communicates without interrupting the 4-20mA
signal and allows a host application (master) to get two or more digital updates per second from a field
device. As the digital FSK signal is phase continuous, there is no interference with the 4-20mA signal.
HART Communication Foundation The HART Communication Foundation is an independent, not-
for-profit corporation, specifically organized to coordinate and support the application of HART
technology worldwide. Educating the industry on the capabilities and value of this important
technology is a key role. Operating costs are offset by membership and training/support service fees.
Membership is open to all suppliers, end users, and others interested in the use of HART technology
HART Filter A filter required with certain DCS systems which are not HART compliant. It allows the
4-20 mA output signal to pass from control system to positioner, but blocks HART FSK tones from
passing from the field wiring to the control system.
HART Master A device, usually a PC which is controlling the communications over a HART protocol
network. The HART master sends to a field device a command and requires a response.
HART Slave A device, normally a transmitter or positioner which communicates over a HART
protocol network only in response to a command from a master.
Hazardous Area The area of the plant where explosion hazards can be present, hazards such as
propane gas in a refinery, or dust in a flour mill.
HHT 275 The HART Handheld Communicator supplied by HART Communication Foundation. It
supports the DD’s for all field devices. The DD’s must be combined into a single file and loaded into
the HHC 275 memory by a manufacturer. Memory is available in several capacities.
I/P Converter The electro-magnetic device which converts low energy electrical current signal to a
pressure which is then amplified by the pneumatic relay.
ISA The Instrument Society of America. ISA develops and publishes international standards for use
in process control. See www.isi.org
Multidrop A variation of the HART Communications Protocol which allows many smart field devices
to draw power from, and to communicate over a single pair of wires. Though most suited to multiple
measurement devices, it can be used with SVI II to permit digital communication of setpoint as well as
configuration data, to multiple positioners or a combination of positioners and measurement
transmitters.
Multiplexor, Multiplexer A multiplexor is sometimes called a MUX and is also spelled as multiplexer.
A communications device that multiplexes (combines) several signals for transmission over a single
medium.
NAMUR NAMUR is a European user association of process control technology in chemical and
pharmaceutical industries. “Recommendations and Worksheets are experience reports and working
documents prepared by NAMUR for its members among process control users for facultative
utilization”. NAMUR issued a recommended accessory mounting for control valves (NE 14 Anschluß
von Schwenkantrieben an Armaturen 06.08.96) which describes a method for mounting a positioner on
an actuator. See more at www.namur.de
Non-Volatile Memory Computer memory which is not lost when power is turned off. Used to
permanently store calibration, configuration and diagnostic information in SVI II.
OPERating Mode The control mode for normal use of a valve positioner. The positioner receives a
setpoint from a controller or DCS and applies pressure to the actuator to move the valve to the
required position.
OPERate is displayed when the positioner is in Normal OPERating mode
PC As used in this manual, a personal computer or laptop running under Windows 95 or later
operating system.

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Position, Valve With a reciprocating valve, the valve position is the distance of the plug from its seat,
normally measured as a linear motion of the valve or actuator stem. With a rotary valve the position is
the angle of rotation of the valve plug measured as angular rotation of the valve shaft.
Position Limit The Actuator can be mechanically set to stop at a predetermined position by setting an
adjustment, sometimes with a handwheel or screw stop. SVI II can be configured to provide the same
limits through software control of position.
Positioner Tuning Parameters The positioner requires six integer parameters to determine the
response of the positioner to a setpoint change. Internally, the positioner uses an improved PID
control algorithm to control the valve's position. See Table 9 for the allowable parameter ranges.
Quick Opening (see Characteristic)
Relay, Pneumatic The component which amplifies the pneumatic control signals to provide a wide
range of actuation pressure and to supply and vent at high flow rates for responsive control.
Remote Setpoint In an SVI configured as a controller, the input at the terminal marked + (plus) and -
(minus). It provides power to the SVI instrument, and is used for setpoint of the controller. It can be
also be modified by a ratio function for ratio control. When ratio control is used, the Remote Setpoint
can be generated by a process transmitter.
Ratio-ed Setpoint In an SVI configured as a controller, the Remote Setpoint is multiplied by Ratio
Gain and biased by Ratio Bias. The result is displayed in the controller page as setpoint. For clarity in
the instructions, we use the terminology “ratio-ed setpoint”.
Safe Area The area of a plant where there never is an explosion hazard present, such as the control
room or a wire marshalling rack area.
Sig Hi In the SVI II configuration, the input current setting at which the valve is fully open (ATO) or
fully closed (ATC)
Sig Lo In the SVI II configuration, the input current setting at which the valve is fully closed (ATO) or
fully open (ATC)
Single Acting The action of a position with a single pneumatic output for operation with a spring
return actuator. (see double acting).
Split Range A control configuration in which a single control output is sent to two or more control
valves. Each control valve positioner is calibrated to respond to a separate portion of the control
signal. An example would be a steam valve and a cooling water valve arranged to be both closed at
50% and the steam valve to open
STOPS The SVI II runs STOPS procedure to adjust the positioner to actual valve travel.. first the
output pressure is reduced to zero, and the position is recorded. That is the position corresponding to
0%. The output pressure is raised to its maximum (based on supply pressure). The position is
recorded and corresponds to 100%.
Stroke The total range of valve travel. Often used as a verb to describe the process of moving the
valve.
Tag The formal designator the control valve used in control loop documentation.
Tight Shutoff (TS) A positioner property which is selected and adjusted when it is desired to prevent
operation of the valve at or near the closed position. The positioner causes all available actuator force
to be applied to the valve seat at a position set point equal to or less than the TS adjustable parameter.
A dead band is applied to prevent cycling in and out of this behavior.
ValVue 2 The full featured Masoneilan software for diagnostics, calibration, and configuration of SVI
and SVI II.
ValVue 2 Lite The Masoneilan software for calibration, and configuration that is provided with every
SVI II.

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VDE/VDI 3845 A Standard common in Europe for mounting positioners and accessories on rotary
valve actuators.
VIEWDATa A mode of the positioner in which the configuration and calibration parameters can be
examined, either remotely or with the local display.
VIEWFauLT A mode of the positioner in which the error status or error messages can be examined,
either remotely or with the local display

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B
Appendix B SVI and SVI II Message
Responses

Message Responses
ValVue 2 communicates with field device SVI and SVI II through HART commands or message.
These HART commands are available on the monitor page, in Operating, Manual, and Failsafe modes.
ValVue 2 provides a drop-down list of HART commands that you can select and send to the SVI, as
illustrated in the Figure below. The HART commands are used as follows:
Using the Hart Commands
Use this procedure for the HART commands.
x Select a command from the drop-down list.
x Select the Send Message button to send the selected HART command to the SVI and SVI
II device.
x SVI and SVI II response to the selected command is displayed in the Response Box.

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Figure 95 – HART Messages in Manual Modes

Using HART Commands


Use this procedure to activate HART commands.
x Select the arrow in pull-down box under the Send Message button.
x Highlight the command to send.
x Command displays in the command box.
x Select the Send Message button.
x Response Box displays the results from the SVI and SVI II device.
The Figure below displays the result of sending HART command #141 Read Raw Data to an SVI.
The HART commands are defined in three groups:
x Universal Commands - Provide functions that are implemented in all field devices.
x Common-Practice Commands - Provide functions common to many field devices, but
not all.
x Device-Specific Commands - Provide functions that are unique to a particular field
device.
Following list commands available for a user to select and send to SVI and SVI II by selecting the
Send Message button:

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Table 21 – Hart Commands and Responses

Command Command Parameters


Number

000 Read Identifier: Returns the unique identifier from the device including
manufacturers ID (101-Masoneilan), device ID, device type (200-SVI), hardware
and software revisions

001 Read Primary Variable: Returns primary variable (valve position) in percent open

002 Read Current: Returns the input signal in mA and in percent of range

003 Read All Variables: Returns the input signal in mA, Variable 1 (position) in percent
open, Variable 2 (pressure), Variable 3 (process variable), and Variable 4 (setpoint
of process variable). Process variable and its setpoint are invalid if process
controller option is not enabled.

011 Read ID from Tag: Prompts the user for a tag of device. The tag is sent in a HART
command and if received by a device with a matching tag, the ID of the device is
returned. The format of the ID is the same as command 001 Read Identifier.

012 Read Message: Reads message that was stored in the device when it was
configured.

013 Read Tag & Descriptor: Reads tag, descriptor and date that were stored in the
device when it was configured.

016 Read Assembly Number: Reads final assembly number that was stored in the
device when it was configured.

017 Write Message: Selecting this command brings up a dialog, which lets a user enter
a message. This message is written to the SVI.

018 Write Tag and Descriptor: Selecting this command brings up a dialog, which lets a
user enter a tag and descriptor, message, and date. The data is written to SVI.

019 Write Final Assembly: Selecting this command brings up a dialog, which lets a user
enter a final assembly number. This number is written to SVI.

Masoneilan Extended Commands include:

210 Read Configuration: Reads the configuration data from the device and displays it in
the response box. The data include Air-To-Open or Air-To-Close, Single or Double
Acting, Fail to Low or High, Loop (Process) Controller ON or OFF, Characterization,
Tight Shutoff, Button Lock Level, Units and Language.

212 Read Error Limits: Reads and displays the position band and time-outs associated
with position and pressure errors, as well as near closed limit.

213 Read Calibration Data: Reads and displays the input ranges that correspond to the
open and closed positions of the valve, as well as pressure range.

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216 Read PID: Reads and displays the positioner tuning parameters include P, I, D,
Padj, beta, Damping, Position Dead Zone, and Position Compensation.

136 Read Status: Reads and displays the status flags. These flags describe error
conditions that have occurred since the last time they were cleared.
x See Table 3 for a list SVI II status messages.
x See Table 4 for a list SVI status messages.

138 Clear Status: Clears the status flags.

137 Read Limit Switches: Reads and displays the status of two limit switches if they are
configured and connected. The limit switches can be ON (closed) or OFF (open).

139 Read Continuous Diagnostic Data: Reads and displays the continuous diagnostic
data including total accumulated travel the valve has made, the number of cycles
(direction changes), the time the valve has been open, the time the valve has been
closed, and the time the valve has spent throttling near the seat (defined by the
Near Closed parameter in the Configure page).

191 Read Signature Results: Displays the results of the last run of standard valve
signature test. The results include friction, lower and upper spring ranges, supply
pressure, stroking time open and close. (The last run data remains in the
positioner until a power off and then it is lost. Therefore, this data is not meaningful
if the diagnostics have not been run since the last power off). Valve Signatures
saved in SVI’s non-volatile memory can be viewed from the Diagnostics page

221 Read Configuration 2: Displays configuration of the process controller including


process variable and setpoint units, controller period, and initial setpoint.

214 Read Loop Calibration: Display the ranges of process variable and setpoint.

217 Read Loop PID: Displays the values of the process controller PID parameters
including P, Ti, Td, Kd, and beta.

218 Read Loop Parameters 1: Displays the values of the parameters used by the
process controller including lower and upper setpoint limits, lower and upper alarm
limits, output rate limit, dead zone, setpoint tracking on or off and derivative source
PV or error.

219 Read Loop Parameters 2: Displays the values of parameters (ratio control gain and
bias) used by the process controller for ratio control.

220 Read Loop Mode: Read the process controller mode for the setpoint and process
variable: either remote (measured from the primary and auxiliary input channels
respectively) or local (set manually by HART command or pushbuttons and
remains constant until changed by another HART command or pushbuttons).

141 Read Raw Data: Returns information from the SVI and SVI II that is useful to
Masoneilan technicians for diagnostic purposes. The information includes the input
current on the auxiliary input channel, the A/D values from the pressure, signal, and
position measurements, the D/A value of the signal to the I/P, and the internal SVI
and SVI II temperature.

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C
Appendix C Status Error Messages

Message Category SVI II SVI

Operations Reset Reset


Bias Out Of Range Position Error
Auto Tune Failed Bias Out Of Range
Find Stops Failed Find Stops Failed
Calibrate Failed Calibrate Failed
Standard Diagnostic Failed Standard Diagnostic Failed
Ext. Diagnostic Failed

Communications HART Error HART Error


HART Abort

Firmware Self Check Error Self Check Error


Software Error Software Error
Checksum error Data overrun
Data overrun
System EEPROM fault

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Circuit A/D Full Scale Fault IP Voltage Error


A/D Zero Fault Position Sensor Fault
Hall Sensor Fault Signal Sensor Fault
Signal Sensor Fault Pressure Sensor Fault
A/D Full Scale Hall Sensor Reference Voltage Error
Fault
Circuit Temperature Fault
A/D temperature Fault
System EEPROM Fault
System Temperature Fault
Watchdog Timer Timeout
System Stack Fault
System Interrupt Fault
System IP High
System IP Low

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D
Appendix D SVI and SVI II Reports

Reports
Reports can be generated for the currently connected SVI or SVI II device while ValVue 2 is in the
Monitor page. The report can contain information about the device including configuration, calibration
and diagnostic data as well as current operating data. The content and format of a report created are
determined by a format file of rich text format (.rtf), which can be edited by a Microsoft Windows
program such as WordPad, or Microsoft Word.

Report Format Files


When ValVue 2 is installed it sets up a sub-directory “Report” for each positioner type. In each report
sub-directory there is a standard template. The default location is shown in Figure 97 – Report Format
Files Installed by ValuVue 2. Before a report can be created, the template for the report and the word
processing program must be selected.
Selecting a Template
Use this procedure to select a template for a report.
x Right click the Monitor page background.
x Select Report Setup from the context menu.
x Browse to the subdirectory where the default template file, is located.
x Select the desired file with extension .rtf.

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Figure 96 – Report Setup Dialog Box

Creating a Report
Use this procedure to create a report.
x Right click the Monitor page back ground
x Select Report from the context menu
x It can take about 20 seconds to retrieve data from the SVI II
x Edit the file if needed.
x Save it with a different name
x Print it out.
A sample report is shown on page 144.

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Customizing the Report Format

Figure 97 – Report Format Files Installed by ValuVue 2

The user can customize format files to generate different reports. To create a custom SVI or SVI II
report, a user needs to create a text or rich text format file that is laid out in the format of the desired
report. ValVue 2 substitutes the value of its parameter into the text file wherever it finds a parameter
name that matches an SVI or SVI II parameter. For example: for Tag=$$Tag in the format file, ValVue
2 substitutes the actual tag name in place of the $$Tag. The result reads “Tag=FV-101” in the report
file.
Editing one of the provided report format files is an easy way to create a report with the correct
parameter names.
With WordPad or Microsoft Word, the user can use an .rtf format file which can contain special
formatting (fonts, sizes, tabs, etc) and can contain bitmaps. Some .rtf formatting is accepted in Word
which is not available in WordPad – the user should check the documentation of these programs to
determine what options are available. For example the right alignment tabs are allowed in Word but
not in WordPad.
The allowed SVI and SVI II Parameters are listed in the report file (SVIFullReport.rtf and
SVI2FullReport.rtf) shipped with ValVue 2.
Experienced users can create spreadsheets using Excel, for example, by opening SVI2FullReport.rtf in
Excel, performing desired editing then saving as an Excel spreadsheet, SVI2FullReport.xls, and
selecting Excel as the Report Program to use.

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Select a Program for Creating the Report


After creating or selecting a report format file, select the program that creates the report. Browse to
the location of the program. A common location for Word is shown in Figure 96 – Report Setup Dialog
Box.
Report Program to use.
You can use WordPad, MS Word or other word processing program to create and display the report.
The actual location of these files or Microsoft Word changes from computer to computer. Select OK in
the Report Format File Selection dialog to accept these choices and exit the window.

Supplied Report Format File


This report is the supplied report format.

Smart Valve Interface 2 – Configuration Data Sheet

General Information

Tag Name $$Tag


Descriptor $$Descriptor
Date $$Date
Message $$Message

SVI Device Specific Information

Assembly Number $$AssemblyNumber


Manufacturer’s ID $$MfgID
Device Type $$DeviceType
Device ID $$DeviceID
Hardware Revision $$HWRev
Software Revision $$SWRev
Polling Address $$PollingAddress

Configuration Information

Air Action $$AirAction


Actuator Type $$ActuatorType
Position Error Band $$PosErrorBand
Position Error Time $$PosErrorTime
Position Error Fail Time $$PosErrorFailTime
Charactacterization $$Charact
Custom Charact. $$CustomCharact
Button Lock $$ButtonLock
Bumpless Transfer $$Bumpless

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Tight Shut Off $$TightShutoff $$TSValue


Upper Limit Stop $$ULimitStop $$ULSValue
Lower Limit Stop $$LLimitStop $$LLSValue
Near Closed Value $$NearClosed
Position Units $$PosUnits
Language $$Language
General Information

Tag Name $$Tag


Descriptor $$Descriptor
Date $$Date
Message $$Message

Calibration Information

Low Signal $$LowSignal


High Signal $$HighSignal

P $$P
Padjust $$Padjust
I $$I Beta $$Beta
D $$D PosComp $$PosComp
DeadZone $$DeadZoneDamping $$Damping

Diagnostic Information

Travel $$Travel
Cycles $$Cycles
Time Open $$TimeOpen
Time Closed $$TimeClosed
Time Near Closed $$TimeNearClosed

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E
Appendix E Saving and Restoring SVI Data
Files

The SVI II configuration data and variable and parameter state data are stored in a file with extension
“.dp1”. The .dp1 file is an ASCII text file and can be read with most text editors such as Notepad. The
table below lists the parameters in the SVI II. Note that Restoring to a device (writing to a device) does
not overwrite values that are factory set or are values sensed by the device, such as stroke calibration,
and diagnostic data. The data file contains some parameters not included in printed reports.
Table 22 – Parameters Saved (SVI II)

Parameter Name Example of Value Writeable Comments


Parameter

[TYPE]

Device SVI2.0 No

TXRev 2 No

HWRev 1 No

SWRev 2 No

Time 053020021158 No

[DATA] No

Tag "FV 203" Yes

Descriptor "SVI2 POSITIONER " Yes

Date 01012001 Yes

Message "DRESSER Yes


MASONEILAN
"

AssemblyNumber 1235 No

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MfgID 101 No

DeviceType 201 No

DeviceID 2003064 No

HWRev 1 No

SWRev 2 No

TXRev 2 No

PollingAddress 0 Yes

Position 42.181286 No

Signal 10.757596 No

SignalPercent 42.234974 No

Config1 6 Yes Configuration data


bits

Config2 0 Yes Configuration data


bits
Config3 0 Yes Configuration data
bits
Config4 0 Yes Configuration data
bits
FaultCode1 0 No Fault data bits

FaultCode2 0 No Fault data bits

FaultCode3 0 No Fault data bits

FaultCode4 0 No Fault data bits

FaultCodeHistory1 0 No Fault data bits

FaultCodeHistory2 0 No Fault data bits

FaultCodeHistory3 0 No Fault data bits

FaultCodeHistory4 0 No Fault data bits

Switch1Type 0 Yes

Switch1Value 0.000000 Yes

Switch2Type 0 Yes

Switch2Value 0.000000 Yes

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Switch1 0 Yes

Switch2 0 Yes

Travel 894 No

TimeClosed 193 No

TimeOpen 671 No

TimeNearClosed 0 No

Cycles 16852 No

RawSignal 11641 No

RawPosition -2581 No

IPOutput 32676 No

PositionStopLow 2166 No

PositionStopHigh -9738 No

LowTemperature 16.969999 No

HighTemperature 24.170000 No

Temperature 20.879999 No

PositionManual 42.234974 No

ResponseOpen 15.900000 No

ResponseClosed 2.400000 No

TSValue 0.000363 Yes

LLSValue 0.000000 Yes

ULSValue 0.000000 Yes

BumplessSpeed 255 Yes

Language 0 Yes

CustomCharact 07703117913225525 Yes


52552552552552552
55255255255255255
255255255

PosErrorBand 0.500000 Yes

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PosErrorTime 0 Yes

PosErrorFailTime 0 Yes

NearClosed 0.500000 Yes

LowSignal 4.000000 Yes

HighSignal 20.000000 Yes

P 199 Yes

I 36 Yes

D 34 Yes

Padjust -87 Yes

Beta -8 Yes

Damping 0 Yes

PosComp 10 Yes

DeadZone 0 Yes

PresUnits 6 Yes

Pressure 9.576000 No

Pressure2 0.000000 No

Pressure3 0.000000 No

Pressure4 0.000000 No

Friction 0.200000 No

FLowerSpringRange 6.048000 No

FUpperSpringRange 14.908001 No

LowerSpringRange 1512 No

UpperSpringRange 3727 No

LowPressureActual -0.060000 No

HighPressureActual 31.488001 No

Speed 2 No

150
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Signature 02905207610112815 No
21792072350210440
68092118143168195
223

SavedSignature 02905207610112815 No
21792072350210440
68092118143168195
223

BaselineSignature 03005307610012815 No
41812072360200430
64089117142166193
222

LowerSavedSpringR 1512 No
ange

UpperSavedSpringR 3727 No
ange

LowerBaselineSprin 1518 No
gRange

UpperBaselineSprin 3719 No
gRange

SavedSpeed 2 No

BaselineSpeed 4 No

ConfigOption 1 No Pressure sensor


installed

PressureSlope 0.004000 No

PressureOffset 0.000000 No

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152
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Index

About ............................................................ 101 Controller ..................................................111


Add Users ....................................................... 20 Configuration ................................................107
Address Configuration Mode ........................................39
Polling......................................................... 32 Configure Page................................................57
admin .............................................................. 17 Connected Devices..........................................31
Administration................................................ 15 Connected Devices Popups ...........................102
Air-to-close..................................................... 72 Context Menus ................................................99
Air-to-open ..................................................... 72 Controller
AMS SNAP-ON ............................................. 11 Context Menu Items..................................108
AMS System Administration Controller Modes ..........................................110
Passwords, and Privilege Levels ................ 16 Controller page..............................................109
Auto Tune Controller Parameters....................................116
SVI II .......................................................... 76 Mode .............................................................110
Baud Rate ....................................................... 33 Current Sensor
Beta................................................................. 78 calibration....................................................80
Bias Custom Characterization.................................63
Manual Controller Reset........................... 119 Custom Linearization ......................................65
Bumpless Transfer Damping Coefficient.......................................78
SVI.............................................................. 71 DANGER ..........................................................9
SVI II .................................................... 38, 71 Dead Zone .......................................................78
Burst Mode ..................................................... 33 Derivative Source..........................................119
Button Lock .................................................... 67 Detach Trend...........................................56, 102
Calibrate Device Address .............................................125
High signal.................................................. 74 Device List ......................................................32
Low signal .................................................. 74 Device Management Window.........................49
Calibrate Page................................................. 73 Device Selection .............................................26
Calibrating Valve Travel ................................ 75 Diagnostic Mode .............................................39
Calibration Diagnostics
controller................................................... 114 Continuous ..................................................81
Calibration .................................................... 107 Diagnostics......................................................81
Calibration Mode............................................ 39 Diagnostics....................................................108
CAUTION ........................................................ 9 Display Language ...........................................71
Characterization dump file .......................................................105
Custom........................................................ 63 Equal Percentage.............................................61
SVI II positioner ......................................... 61 Exit
Check Page ..................................................... 96 to Connected Devices page .........................94
Clear Faults..................................................... 95 to Device Selection .....................................94
Com Port......................................................... 31 Explosionproof................................................10
Commands Failsafe
Send to device............................................. 53 Recovery from.............................................40
Communicate SVI II...........................................................40
failure to...................................................... 16 Failsafe action .................................................72
Configuration Find by Tag ...................................................127

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Find Stops....................................................... 75 Popup Controls................................................50


Flameproof ..................................................... 10 Popup Menus...................................................13
Freeze Output ............................................... 119 Position Compensation Coefficient ................78
Grounding....................................................... 79 Position Error ..................................................72
HART Compliance......................................... 15 Positioner Tuning Parameters .........................76
Hazardous Area .............................................. 10 Preamble Count.............................................126
Help .............................................................. 100 Pressure Sensor
Importing to Spreadsheets .............................. 94 calibration....................................................80
Installation ...................................................... 15 Primary master ..............................................125
Language ........................................................ 71 Privilege Level ................................................21
Limits PV Units ........................................................114
SVI II position ............................................ 67 Quick Opening ................................................61
Linearization Ratio
Custom........................................................ 65 Remote ......................................................110
Linkage Ratio Control.................................................114
compound ................................................... 65 Refresh Graph .........................................56, 102
simple ......................................................... 65 Register ValVue...............................................22
Lock Reports ..................................................104, 141
Button ......................................................... 67 Requirements
Login............................................................... 25 hardware and software ................................15
manual ............................................................ 13 Re-scan............................................................36
Manual Mode.................................................. 38 Reset..............................................................103
masoneilan...................................................... 17 Response Test .................................................81
Master Restoring Positioner Data .............................105
Primary and secondary ............................. 125 Retrieving
Mode Diagnostic Tests ..........................................91
Controller Local........................................ 110 Retrieving tests................................................93
Controller Manual .................................... 110 Retry Count ...................................................126
Modes Saving
PID Controller .......................................... 110 Diagnostic Tests ..........................................91
Modes Saving Positioner Data..................................105
SVI II .......................................................... 37 Saving tests .....................................................91
Monitor page .................................................. 49 Scan Age Time..............................................126
Multidrop........................................ 32, 123, 127 Scan Option...................................................127
Multiplexer ............................................. 33, 123 scanning ..........................................................35
MUX Reset................................................... 125 scans ................................................................35
MUX Setup............................................. 33, 125 Search Method ..............................................126
NOTE ............................................................... 9 Secondary master ..........................................125
Offline............................................................. 27 Security levels .................................................67
Open Stop Adjustment ................................... 75 Set I/P..............................................................97
Operating Mode.............................................. 37 Setup Mode .....................................................38
Options Setup Wizard...................................................53
ValVue 2 ..................................................... 31 Signal Range ...................................................74
Parameters Signature
Controller.................................................. 116 Extended Actuator.................................82, 88
Period Positioner ....................................................90
Controller.................................................. 113 Signature
PID Controller .............................................. 109 Positioner ....................................................82
Polling address................................................ 59 Standard Actuator........................................81
Popup Context Menus .................................... 99 Simulation .....................................................120

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Software key SVI Bumpless .............................................71


Registration................................................. 22 SVI II Bumpless..........................................38
Split Range ............................................... 59, 74 Trend Page ......................................................55
Status Page...................................................... 95 Tuning
Step Response................................................. 87 positioner.....................................................76
Step Test ......................................................... 82 Tuning Parameters
Stroking SVI II Positioner .........................................77
valve tools................................................. 107 Units of Measure .............................................98
Supply Pressure ........................................ 10, 79 Unregistered Software.....................................27
Supply pressure effect on tuning .................... 78 Unset I/P..........................................................97
Tag Valve Travel....................................................75
Find by........................................................ 36 ValVue 2 Lite...................................................11
Time 1............................................................. 72 ValVue Trial Period.........................................11
Time 2............................................................. 72 Version
Trademarks .......................................................ii ValVue 2 ....................................................101
Transfer WARNING .....................................9, 53, 57, 94
Bumpless .................................................... 71

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References

i
x American National Standard, ANSI Z535.4 (1998), published by National Electrical
Manufacturers Association, 1300 N. 17th Street, Rosslyn, Virginia, 22209 USA
ii
x HART FSK Physical Layer Specification, HFC_SPEC_54; The HART Communications
Foundation, 1996
iii
x The HART Communication Foundation FAQ at http://www.hartcomm.org/technical/

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Copyright
Masoneilan®, SVI®, and ValVue® are registered trademarks of Dresser, Inc. HART® is a registered
trademark of the HART Communications Foundation. Pentium® is a trademark of Intel Corporation.
Windows® is a trademark of Microsoft Corporation. AMS® and SNAP-ON® are trademarks of Emerson
Process Management, Inc. MTL® is a trademark of Measurement Technology Limited. Cornerstone®
is a trademark of Applied System Technologies, Inc.

Copyright 2002 by Dresser, Inc. All rights reserved


Draft for Review Rev 2.04