Valvue2.4 Digital Communications SoftWare EW1003 ValVue24 0307

Warranty

Items sold by Dresser,® Inc. are warranted to be free from defects in materials and workmanship for a period of one year from the date of shipment provided said items are used according to Dresser recommended usages. Dresser, Inc. reserves the right to discontinue manufacture of any product or change product materials, design or specifications without notice.

This instruction manual applies to the following instruments and approved software: SVI® II AP Positioner and ValVue® 2.4 software.

The SVI II AP series positioners are warranted for use only with interface software approved by Dresser, Inc. Consult Masoneilan Dresser factory locations for approved software listing.

About this GuideThis Instruction Manual applies to the following instruments and approved software:

SVI II AP-1 through SVI II AP-3

- with Firmware version 3.1.1

- with ValVue® version 2.4 or greater

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

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

The information in this manual is subject to change without prior notice.

The information contained in this manual, in whole or part, shall not be transcribed or copied without Masoneilan’s written permission.

In no case does this manual guarantee the merchantability of the positioner or the software or its adaptability to a specific client needs.

Please report any errors or questions about the information in this manual to your local supplier or visit www.masoneilan.com.

CopyrightAll software is the intellectual property of Dresser, Inc.

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

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

Copyright 2007 by Dresser, Inc. All rights reserved.

PN 055201-252 Rev. A

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Contents

Section 1 Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

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

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

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

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

Before Installing ValVue 2.4. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3HART® Compliance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4Failure to Communicate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

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

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

Privilege Level Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

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

Registering ValVue 2.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15Entering Software Keys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

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

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Offline Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .23Offline Operation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

Selecting Incompatible Device/Data File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

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

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

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

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

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

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

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

Selecting a Device . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .39Find by Tag . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39Re-Scan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

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

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .40

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

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

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

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

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

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

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

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

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

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

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

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

Entering Setpoint Value . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

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

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

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

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Setup Wizard. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .55Setup Wizard Selections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56

Setup Wizard Step 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56Setup Wizard Step 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56Setup Wizard Step 3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56Wizard Step 4- Autotune . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

Setting the Tag and Descriptor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57Setting the Air Action . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58Calibrate Travel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58Autotune . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59Setup Selections Made . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59Progress Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60

Parameter Definitions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62

Monitor Context Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .64Restore SVI Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65

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

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

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

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

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

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

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

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

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

Characterization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .80Custom Characterization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81

Adding Data Points . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82Deleting Data Points . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83Adjusting the Curve Points . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84

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Dragging Data Points . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84Entering Data Point Values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85

Saving Custom Characterization Curves . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85Cancel Custom Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86

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

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

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

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

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

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

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

Configure Context Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .91Custom Linearization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92

Levers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93Simple Lever . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93Compound Lever . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93

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

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

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

Signal Calibration Procedure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .97Low Signal Value Calibration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97

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

High Signal Value Warning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100

Pressure Calibration Procedure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .100Pressure Calibration Failure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101

vi

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

Calibrate Context Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .104Reset to Factory Cal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105

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

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

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

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

View Current Diag . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108Save Diag . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109View Saved Diag . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109

Standard Actuator Signature (Std. Actuator Sig.) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109Diagnostic Graph Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112

Show Data Points . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112Export to Excel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112Capture to Clipboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112Selecting Curves . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113Show Diagnostic Info . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115

Step Test . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116Diagnostic Info for Step Test . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118

Ramp Test . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119Extended Actuator Signature (Extended Act. Sig.) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122

Diagnostics Context Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .124Reset Continuous Diagnostics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

viii

List of Figures

Figure 1 ValVue 2.4 Installation Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5Figure 2 License Agreement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6Figure 3 ValVue Default Destination Location . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6Figure 4 Install ValVue 2.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7Figure 5 Finish Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7Figure 6 ValVue 2.4 Administration Program Startup. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9Figure 7 Selecting ValVue 2.4 Administration Program . . . . . . . . . . . . . . . . . . . . . . . . . . . 9Figure 8 ValVue 2.4 Administration Login . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10Figure 9 ValVue 2.4 Administration Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11Figure 10 Adding a ValVue User . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12Figure 11 Saving New User . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13Figure 12 ValVue 2.4 Owner and Product Key Registration Window. . . . . . . . . . . . . . . . . 16Figure 13 Applying Owner and Product Key Information . . . . . . . . . . . . . . . . . . . . . . . . . . 17Figure 14 Software and Mux Key Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17Figure 15 Launching Registration Window. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18Figure 16 Registration Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18Figure 17 Save Registration Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19Figure 18 Registration File Saved Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19Figure 19 Emailing Registration Info . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20Figure 20 Registration Email Sent Dialog. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20Figure 21 Entering Software Key . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21Figure 22 Entering Mux Unlock Key . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22Figure 23 Successful Registration Message . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22Figure 24 Open Offline File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24Figure 25 Incompatible Device/Data Warning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25Figure 26 Offline Monitor Page. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25Figure 27 Selecting "Set Options" . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27Figure 28 ValVue 2.4 Options Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28Figure 29 Device List "Save As" Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29Figure 30 Context Menu with Mux Functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31Figure 31 Options and Mux Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31Figure 32 Multiplexor Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33Figure 33 Burst Mode Configuration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37Figure 34 Connected Devices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38Figure 35 ValVue 2.4 Work Environment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40Figure 36 Accessing Context Sensitive Help - Tools Menu . . . . . . . . . . . . . . . . . . . . . . . . 42Figure 37 Accessing Context Sensitive Help - Right Click Menu . . . . . . . . . . . . . . . . . . . . 43Figure 38 ValVue 2.4 Hotspot Context Sensitive Help Indicator . . . . . . . . . . . . . . . . . . . . 44Figure 39 Selecting Change Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45Figure 40 Monitor Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47Figure 41 Position Indicator Active . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

ix

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

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

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List of Tables

Table 1 ValVue 2.4 Instruction Manual Scope . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2Table 2 Default Login Names and Passwords . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Table 3 ValVue 2.4 Privilege Levels . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14Table 4 Troubleshooting ValVue 2.4 Used with Mux . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35Table 5 Burst Mode Data Return. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36Table 6 Report Setup Parameters. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69Table 7 Polling Address Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79Table 8 Advanced Tuning Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103Table 9 LCD Error Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129

1

1Introduction

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

ValVue 2.4 Lite and ValVue 2.4 Trial

ValVue 2.4 has a 60-day free trial period before a license is required. After the 60-day trial period, ValVue 2.4 will not execute. The trial period allows you to evaluate advanced functions such as:

Diagnostic ProceduresReport GenerationPassword Administration

ValVue 2.4 Lite is offered without registration. It provides sufficient functions to fully commission, configure, and start up a positioner on a control valve.

Stand-Alone or Integrated ValVue 2.4

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

SVI II AP with ValVue 2.4

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

Introduction About this Manual

2

By using ValVue 2.4 software and the SVI II AP on a valve, it is possible to monitor, configure, calibrate, control and perform valve diagnostics, remotely. ValVue 2.4 can also provide a basic interface to other HART instruments.

About this Manual

This manual is intended to assist a user in easily installing, administrating, and using ValVue 2.4 to set up, configure, calibrate, monitor operation, and troubleshoot the SVI II AP.

The contents this manual are outlined in Table 1 below.

Table 1 ValVue 2.4 Instruction Manual Scope

Chapter Contents

1 – Introduction Describes the scope of this manual.

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

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

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

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

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

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

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

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

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

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

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

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

3

2Installation andAdministration

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

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

Hardware and Software Requirements

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

Windows 2000®, or Windows XP®, or Windows Server® 2003Windows Pentium® or compatible microprocessorCD-ROM or DVD-ROM driveAn available serial communication port or USB portA HART® modemRS232/485 converter for HART Multiplexor50 MB of free hard disk space to install and run ValVue 2.4

BeforeInstalling ValVue 2.4

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

Masoneilan Dresser ValVue 2.4 Instruction Manual

4

HART® Compliance

The SVI II AP requires a HART compliant communications loop. The HART protocol specifies the noise level, impedance requirements, and configuration of the loop. Conventional communications loops consisting of the following components meet requirements for HART compliance.

Quality current source having low noise and high impedanceMinimum loop impedance of 250 ohmsTwisted pair cable suitable for 4 - 20 mA current loops

When a safe barrier separates the communicating devices, a HART compliant barrier must be used.

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

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

Failure to Communicate

If the PC (using a modem) fails to communicate with the HART, SVI, SVI II, or SVI II AP the PC displays the message “No Devices Found” in the Connected Devices page. The message “HART I/O Failed” will be displayed if the device communications fails during the session. Communication failure prevents the PC from establishing a link. Possible causes of communications failure related to installation include:

Insufficient Loop Current and VoltagePoor wiring contactsImproper connection of the HART modem to the computerIncorrect serial portUsing ValVue 2.4 with another HART master terminal in serviceInsufficient loop impedance (a minimum of 250 ohms is requiredField device has a non-zero polling address (Set ValVue 2.4 to multidrop)

If HART compliance problems are suspect prepare a detailed description of the loop, including all devices on the loop, type of wiring used, loop length, and presence of any possible interference sources before contacting the factory for assistance.

CAUTION

Installation and Administration Installing ValVue 2.4

5

Installing ValVue 2.4

Use this procedure to install ValVue 2.4 software on the hard drive of your computer. If the ValVue 2.4 installer finds a previously installed version of ValVue, it uninstalls the old version. A dialog box asks your permission to uninstall. Run the installer again to install the new version.

1. Insert the ValVue 2.4 installation CD into your CD-ROM drive. 2. Select Start->Run from the taskbar.

Select Enter or OK.Follow the prompts on your screen to complete the installation process.

Figure 1 ValVue 2.4 Installation Wizard


6

Figure 2 License Agreement

Figure 3 ValVue Default Destination Location

Installation and Administration Installing ValVue 2.4

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Figure 4 Install ValVue 2.4

Figure 5 Finish Installation


8

Administration An administrative program, "ValVue 2 Administration", is also installed along with ValVue 2.4. After successful installation, the System Administrator of ValVue 2.4 should change the default login and password using the administrative program. There are two default login names installed and they are both case sensitive, lower case only.

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

ValVue 2.4 System Administration, Passwords, and Privilege Levels

In a system having many users with various levels of training and responsibility it is recommended to restrict certain user’s access to a limited range of functions. Starting the ValVue 2.4 program requires a valid account with a user name and a password for each user. The privilege level associated with a ValVue 2.4 account determines which functions of the program the user is allowed to access.

The ValVue 2.4 Administration program, "ValVue20Admin.exe", allows the administrator to perform all user account administrative functions, run ValVue 2.4 and control access to the functionality of HART, SVI, SVI II, or SVI II AP. AMS handles security with passwords differently from ValVue 2.4. See the AMS documentation.

The administrative functions include:Adding new user accountsDeleting existing user accounts Changing existing user accountsAdjusting privilege levels

Starting Administration Program

Start ValVue 2.4 Administration: Start>Programs>ValVue2>ValVue2 Administration.

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

Table 2 Default Login Names and Passwords

Login Name Password Permission Level

admin (No password needed) 9

masoneilan new 8 (Used only for training)

Installation and Administration Administration

9

ValVue Lite does not require the administration program, and does not require passwords. If restricted access is required, distribution of the ValVue Lite program software must be limited.

To start the ValVue 2.4 Administration program:

1. In Windows: Start Programs ValVue 2 ValVue Tools Admin.

2. Start the executable from within Windows Explorer or from your desktop (if you have a shortcut).

3. The dialog displayed below will launch.

Figure 6 ValVue 2.4 Administration Program Startup

AMS System Administration

System administration, users, and licensing for the AMS SNAP-ON differ from similar functions in ValVue 2.4. See the AMS instruction manual.

4. Select "Valvue" in the Administer Program dialog and click "OK".

Figure 7 Selecting ValVue 2.4 Administration Program


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Login as an Administrator

Use this procedure to login as an Administrator:

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

tab.

It is recommended that the administrator changes the login names and passwords. Continued use of the login account names and passwords renders the system insecure.

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

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

Figure 8 ValVue 2.4 Administration Login

CAUTION

CAUTION


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

Figure 9 ValVue 2.4 Administration Screen


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Add Users

Use this procedure to add users. If you need to discard your changes use the Revert button.

1. Enter the User Name 2. Enter a password in the "Password" field and re-enter the password

in the "Password Again" field.3. Select Add

Figure 10 Adding a ValVue User


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

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

Figure 11 Saving New User

Editing User Accounts

Use this procedure to edit a user account:

1. Select the account you need to edit.2. Delete the selected account.3. Create an account with the changes.

Deleting a User Account

Use this procedure to delete a user’s account:

1. Select the user account in the list box.2. Select the Delete button.3. Select Save to apply your changes.4. Select Exit.


14

Privilege Level

Each user is assigned an account. For each account, there is a privilege level associated with it. You provide ValVue 2.4 users an appropriate privilege level so you can keep field devices secure from the actions of unknowledgeable or unauthorized users.

Privilege level ranges from ‘0’ to ‘9’, where level ‘0’ is the lowest and ‘9’ the highest’. The following defines several privilege levels that control access to specific functions of the ValVue 2.4 program.

It is recommended that the administrator be assigned a second login name and password with lower privilege, such as level 4, for routine use.

Privilege Level Details

Table 3 ValVue 2.4 Privilege Levels

Security Level Description

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

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

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

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

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

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

Installation and Administration Starting ValVue 2.4

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Starting ValVue 2.4

The ValVue 2.4 program provides a Windows based interface that can operate, configure, calibrate, and diagnose SVI II AP positioners and controllers. ValVue 2.4 can also communicate with other HART devices at a basic level (using HART Universal Commands) as well. To communicate with an SVI, SVI II, or a HDLT device, you need to connect the device to the computer RS-232 serial port through a HART modem, or through an MTL multiplexor and an RS232-485 converter. When there is no connected HART device, ValVue 2.4 allows you to run offline with a simulated SVI, SVII, SVI II AP, or HDLT.

ValVue 2.4 provides an on-line help utility that provides information on how to use functions of the SVI II AP with ValVue 2.4. To access the help utility, select the appropriate Help from the Help menu in various ValVue 2 pages. After completing the hardware connections, communication with an SVI, SVI II, SVI II AP, HDLT, or a HART device can begin.

Always return control of the device to the control system before ending a ValVue 2.4 communications session. If communications to the SVI II AP are interrupted by a computer system failure, if Windows stops responding, always reboot the computer and return control to the control system before ending the ValVue 2 communication session

To start ValVue 2.4

1. Double click on the ValVue 2 icon.or

2. Select Start->Programs->ValVue2-> ValVue 2.

RegisteringValVue 2.4

When you start ValVue 2.4 for the first time the registration window launches. ValVue 2.4 software must be registered to activate the permanent installation. ValVue 2 can be used without registration for 60 days. (Registration allows Masoneilan to keep track of all of ValVue 2.4 users so that we can notify you of any changes or important information about new software features and updates.) A registration card is included with the installation CD.

The software package contains a serial number. Keep a record of the serial number in a secure location. Do not discard the registration card. To register your software, you must launch the ValVue to obtain an installation ID number, then contact Masoneilan by mail, telephone, email or Fax, and provide your name, company’s name, contact information, the CD-ROM serial number, and the installation ID number from the ValVue 2.4 login display. Masoneilan contact information is provided on the registration card that is part of the software package.

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


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Masoneilan Software Registration Center provides you with software keys that you enter the next time you run the program. Contact Masoneilan for a new software key if you are moving ValVue 2.4 to a different computer or, if you do not have a serial number.

To register ValVue 2.4:

1. Start ValVue 2.4 either by clicking on the desktop icon or using the Start programs selection.

2. When you start ValVue 2.4, the Owner and Product Key registration window appears (Figure 12 below).

Figure 12 ValVue 2.4 Owner and Product Key Registration Window

Installation and Administration Registering ValVue 2.4

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3. Enter Name, Company and Product Key information in the registration and click "OK".

Figure 13 Applying Owner and Product Key Information

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

Figure 14 Software and Mux Key Window


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

Figure 15 Launching Registration Window

6. Enter your name and the name of your company. You are now ready to contact Masoneilan with this information, to obtain your software keys.

There are four methods shown on the Registration Instruction Card:

MailPhoneFaxEmail

Figure 16 Registration Window


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7. Click on "Save to File" in the Registration Window (Figure 16) to save your registration file. ValVue 2.4. will launch a Windows Browser.

8. Using the Windows Browser, save the registration information in a text file.

Figure 17 Save Registration Information

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

Figure 18 Registration File Saved Dialog


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10. When you select email registration info, ValVue 2.4 will launch your email service and automatically attach the registration and Masoneilan’s Software Registration Center. Click "Send" to email the registration.

11. If your email program fails to start, contact the sofware registration center by the email address, phone number, address, or fax number given on the registration card (contained with the ValVue 2.4 cd).

Figure 19 Emailing Registration Info

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

Figure 20 Registration Email Sent Dialog


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Entering Software Keys

After you have sent the registration info, Masoneilan will provide you with software keys for ValVue 2.4 and optional features (when applicable).

Once you have your key, enable the program by:

1. Start ValVue 2.4.2. Choose View Registration from the Help menu.3. Enter the Product Key (if not already entered).4. Click OK. On the 2nd registration screen, enter the software key

returned by Masoneilan.

Figure 21 Entering Software Key


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

Figure 22 Entering Mux Unlock Key

Figure 23 Successful Registration Message

Installation and Administration Using Unregistered Software

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UsingUnregisteredSoftware

You can use ValVue 2.4 full version, without a software key, for 60 days after initial installation.

Starting Unregistered Software

To start the unregistered version of ValVue 2.4:

1. Double click on the ValVue 2 icon.or

2. Select Start->Program->ValVue2-> ValVue 2.

ValVue will launch and display the registration window.

Software Expiration

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

Offline Mode There is an offline mode available in ValVue 2.4 to work with a disconnected Masoneilan HART device.

The Offline options serve two purposes:

Viewing configuration, calibration and diagnostic data, for an SVI, SVI II, SVI II AP, and HDLT using a dump file (.dp1)Learn the features and functions of SVI, SVI II, SVI II AP, and HDLT and ValVue 2.4

When an SVI, SVI II, SVI II AP or HDLT is started in the Offline mode you are prompted to select a dump file with a dp1 extension that contains configuration and calibration data used for running the device.


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Offline Operation

For example, to run ValVue 2.4 in offline mode with an SVI II AP, click the Tag SVI2 AP Offline in the Connnected Devices Screen and click the Select button (or double click the selected line). (The HDLT Level transmitter offline file is also included. See the HDLT instruction manual.) A File Open Window, with Windows browser is presented for you to select a dump file as a simulated device. The dump files are installed with ValVue 2.4 in the same location as the program files. The default location for SVI II AP dump files is shown in Figure 24 below.

Once the Browser opens, select the sub-folder for the selected device type, then select Data and then choose from file. There is a default demo file that can be used for demonstration purposes. There can also be files of actual devices in your plant that been saved in the default folder.

Figure 24 Open Offline File

Installation and Administration Offline Mode

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Selecting Incompatible Device/Data File

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

Figure 25 Incompatible Device/Data Warning

Go back and check that the subdirectory for the specific device type has been used).

Selecting OK reopens the Open Offline File dialog. Selecting the matching file type opens up Monitor page. SVI II AP Offline is displayed in the top left corner, indicating the file that ValVue 2.4 is using a dump file to simulate an SVI II AP.

Figure 26 Offline Monitor Page

Offline Mode

Installation and Administration Offline Mode

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3ValVue 2.4 Setup

Overview This section provides information on setting up ValVue. There are several features that you can set up in ValVue 2.4 before executing operation:

Configure the COM (communications) port Configure the MUX setupConfigure Burst Mode

When login is complete, the Connected Devices page opens with the Connected Devices page displayed. To configure ValVue 2.4 for your system. Right click on the Connected Devices page, in the gray area (Figure 27 below).

Figure 27 Selecting "Set Options"

ValVue 2.4 Setup Overview

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Launching Set Options

1. When the Connected Devices context menu (see Figure 27 on page 27) is active, select "Set Options" to open the Options dialog.

2. The Options dialog displays as shown in Figure 28 below.

The following setup options are available:

Com Port - select Communications PortHart Option - enable/disable Multidrop featureMaster Mode - select Primary or Secondary MasterLoad Device Addresses from File - allows loading of saved device addressesUse Multiplexor - enable/disable Multiplexor feature

Figure 28 ValVue 2.4 Options Dialog

Com Port Selection

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

Multidrop

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


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

Master Mode

ValVue 2.4 communicates with a HART device as a primary master or as a secondary master. HART is a Master-Slave communication protocol, where the slave (field device) replies to commands sent by the master. The HART protocol allows for a device to communicate simultaneously with two masters, as long as they are different Masters. One being a Primary Master and the other being a Secondary Master. A Primary Master is defined as a host (or system interface) which is connected permanently with a slave, such as a control system. A Secondary Master is a host (or interface) connected temporarily to the slave (like a handheld or laptop computer) and that is not part of the control system.

When used with a multiplexor, operation is allowed when a second HART master, such as a DCS system, is communicating. The ValVue 2.4 program must be configured to match the configuration of the multiplexor. If the multiplexor is a primary master, ValVue 2.4 must also be configured to be a primary master.

Using a Device List File

When you select the "Load Device Addresses from File" option, each time you connect a device to ValVue 2.4 the address for the scanned device is saved to a device list file. The device list file eliminates rescanning each time Connectis selected and is useful in a multiplexor setup.

Unless Load Devices Addresses from File is selected as an option the device addresses used are temporary and ValVue 2.4 will rescan for the device’s address each time you start the program. If selected, the user can designate the file where the device list will be saved. This device list file is read when the program is started and the list displayed.

After you select "Load Device Addresses from File", click on "New File" to change the device list file or create a new one. ValVue 2.4 will launch the "Save As" window below to either locate for saving. the old device list file, or for creating a new.one.

Figure 29 Device List "Save As" Window

ValVue 2.4 Setup Multiplexor Setup and Operation

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Mux Option

The "Use Multiplexor" option allows the user to set ValVue 2.4 for multiplexor operation. If the Use Multiplexor control is checked then the MUX Setup, and MUX reset controls are added to the Connected Devices page context (right click) menu.

Check "Use Multiplexor" and set a baud rate that is equal to the baud rate set on the multiplexor hardware. Note that the settings in the Options page for ValVue 2.4 must agree with the Mux configuration settings that are also shown. The Mux configuration can have originated in other applications.

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

The MTL multiplexor supports baud rates of 9600, 19200, and 38400. You must set ValVue 2.4 with a baud rate that matches the configuration of the hardware.

After the options are selected, select OK to accept the changes and exit to Connected Devices page or select Cancel to discard the changes.

MultiplexorSetup and Operation

ValVue 2.4 supports the MTL HART multiplexor that allows a user to monitor and operate many Masoneilan HART devices 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 MTL documentation.

Using the multiplexor capability of ValVue 2.4 and the MTL multiplexor, monitoring and communicating with many SVI’s and other HART devices is possible. After start-up and login to the ValVue 2.4 program, the Connected Devices page is displayed and provides options to setup the multiplexor.

Selecting Mux Setup

1. After you have checked Use Multiplexor and selected the baud rate and node in the Valvue 2.4 Set Options (see “Mux Option” on page 30) return to the "Connected Devices" page.

2. Right click on the Connected Devices page background to popup the context menu.

3. Select "Mux Setup".


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Figure 30 Context Menu with Mux Functions

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

Figure 31 Options and Mux Setup


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Primary and Secondary Masters

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

Mux Reset

This command allows the multiplexor to rebuild its table of live devices. The user is prompted for the node that is to be reset. When reset, the multiplexor node re-scans all of the devices connected to it and depending upon the options set for the multiplexor, can take some time to complete. If hardware has been added to the Mux or connected to different Mux channels a rescan must be performed before the ValVue 2.4 re-scan can be used.

The Mux Reset is necessary when adding or removing HART devices on a Mux network. This function updates the Mux’s Look Up Table utilized by ValVue 2.4 to map devices.

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

Multiplexor Options Setup Dialog

Use this procedure to setup Multiplexor options.

1. Right click in the background of the Connected Devices page.2. Select Set Options from the popup menu. 3. Check the Use Multiplexor box on the Options page.

Make sure that the selected COM port is the correct COM port that the computer uses for the HART communication channel. Select the baud rate that is the same as that set with dip switches on the multiplexor hardware.

Multiplexor Setup

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

Tag

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


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Descriptor

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

Retry Count

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

Preamble Count

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

Scan Age Time

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

Figure 32 Multiplexor Setup


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Multiplexor Master Mode

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

Search Method

When building a device list, the multiplexor can use one of three ways:

1. Polling Address 0 onlyThis method looks only at polling address 0 for each loop. Any devices on a loop with a non-zero polling address are not found.

2. One DeviceFor each loop, all polling addresses are searched until a device is found. The multiplexor does not continue the search on a loop after the first device is found.

3. MultidropFor each loop, polling address 0 is checked. If a device is found, no further search is performed on that loop. If no device is found at polling address 0, polling addresses 1 - 15 are searched and any devices found are added to the device list.

Scan Option

The MTL multiplexor has the capability to continually scan the connected Hart devices to report the results. ValVue 2.4 does not use this feature, but the option is provided to configure the multiplexor as needed by other applications.

The multiplexor can be used to request information about HART devices. Select the MUX Reset popup menu function to issue a reset command to a node of the multiplexor. The user is prompted for the node that is to be reset. When it is reset, the multiplexor node re-scans all of the devices connected to the node (this hardware rescan is different from the rescan done by ValVue 2.4 from the Rescan popup menu function). Depending upon the options set for the multiplexor, this can take a while to complete. No communication can be done with devices on the selected node until the reset is completed. After the reset is finished, select Rescan popup menu function to build a device list.

A device list is arranged in the order found on the multiplexor’s channels. This list can be very long if there are many connected devices. To find a device by its tag, select the Find by Tag button to open a text entry dialog. Enter a tag name to allow ValVue 2.4 to search the device list for a device with a matching tag. If found, the device is selected and the window scrolled so that its line is visible.

Selecting the Rescan popup menu function causes ValVue 2.4 to build a new device list. All nodes are polled. If there are a large number of devices connected to the multiplexor, this function can take some time to complete.


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

Table 4 Troubleshooting ValVue 2.4 Used with Mux

Problem Cause Corrective Action

No devices found

Both ValVue 2.4 and AMS are connected to the Mux

Connect ValVue 2.4 to the device with a modem. If the installation is correct connect the input to the MTL 4046P Isolator. In a general purpose system, connect directly to the device wires.

The MTL Mux is configured for AMS mode

Reconfigure the Mux for Cornerstone communications mode with MTL provided software.

Mismatch of the baud rate setting between the Mux and ValVue 2.4

Mux Use Set Options in ValVue 2.4 to match the setting of the Mux . Refer to the dip switch setting on the Mux.

HART converter (RS-232 to RS485) not working properly.

Check for loose wiresCheck for power cabling between converter and Mux

Check configuration of converter. Refer to the manufacturer’s instructions.

Expected device is not found in Connected Devices list

Device was added after the Mux performed its last scan

Click the Rebuild mode. Powering on/off/on the Mux can also help. However, this will impact the communication on all devices.

Devices all have the same tag name in Connected Devices

ValVue 2.4 and Mux are not configured as the same type of master

Set Mux and ValVue 2.4 so both are Primary Master or both are Secondary Master.

ValVue 2.4 Setup Configuring Burst Mode

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ConfiguringBurst Mode

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

Table 5 below provides a summary of the data returned from the Burst mode (HART Command #3 equivalent to Process-Vars-Current)

Table 5 Burst Mode Data Return

Variable Description Units/Range

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

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

SV (Secondary Variable) Actuator Pressure 0-150psig (0-120psig for firmware 12x)

TV (Tertiary Variable) Not used (Future)

QV (Quaternary Variable) Not used (Future)

SVI

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

SV (Secondary variable) Actuator Pressure 0-150psig

TV (Tertiary variable) Process Variable According to device setting

QV (Quaternary variable) Controller setpoint According to device setting

HDLT

PV (Primary variable): Level According to device setting

SV (Secondary variable) Actuator Pressure 0-150psig

TV (Tertiary variable) Controller Setpoint According to device setting

QV (Quaternary variable) Board Temperature According to device setting


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Use this procedure to configure a burst mode.

1. Select the intended device from the Connected Devices page.2. Right click on the gray background of the window to pop up a

context menu.3. Select the Burst Mode Control dialog.4. Select the desired command. 5. Select OK.

Figure 33 Burst Mode Configuration

Connecting the SPA with the SVI IIConnecting the SPA with the SVI II• Valvue must be set as asa secondary master if the SPA is in polling mode tobe able to connect

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

The on/off contacts can be triggered fromthe status bits sent with every message.The module must be configured to let it knowwhich bit will trigger the contact.

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4Connecting Devices

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

ConnectedDevices

ValVue 2.4 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 a longer time, depending upon how many devices are connected.

Figure 34 Connected Devices

Connecting Devices Selecting a Device

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Selecting a Device

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

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

Screen.

Select a line in the device list box to select a HART device for communication. Devices at any polling addresses can be selected. When connected through a multiplexor, any device connected to the multiplexor can be selected. Double clicking on the line containing the tag name and device ID in Connected Devices page starts communication with the device.

If the device is an SVI II AP, ValVue 2.4 opens the device at the Monitor page.

When connected through a multiplexor, the Select action is ignored if the selected device is a node or sub node. If the selected HART device is not a Smart Valve Interface, only universal HART messages are sent.

Use this procedure to save scan time with the Mux when there are multiple devices.

Find by Tag

To find a device by its tag name:

1. Select the Find by Tag button to open a text box. 2. Enter a tag name. 3. Select OK.

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

Re-Scan

To build a new device list:

1. Select the Re-scan button and ValVue 2.4. In the direct-connect configuration of ValVue 2.4 all polling addresses are checked if the options allow multidrop. In the multiplexor configuration of the program, all nodes are checked. If there are a large number of devices connected to the multiplexor, this function takes time to complete.

2. When the rescan is completed, you can save the device list to a file so that rescanning is not necessary every time ValVue 2.4 is started. If there is only one device on the loop, select Stop when it has been found to save scan time.

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5ValVue 2.4 WorkEnvironment

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

Working in ValVue

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

Figure 35 ValVue 2.4 Work Environment

Clicking on Tabs selects other ValVue Screens

Right clicking on background displays the Screen related menu Context-Sensitive Help.

ValVue 2.4 Work Environment Toolbar

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

Tools Menu

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

Help Menu

The Help menu is the same on every screen and contains:

Help – launches the help file table of contentsFirmware Info – displays information about the firmware loaded into the SVI II APAbout – displays information about ValVue 2.4

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

ContextSensitive Help

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

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

Exit Clicking Exit quits the program.


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Figure 36 Accessing Context Sensitive Help - Tools Menu

Accesses Active Screen Context Sensitive Help

ValVue 2.4 Work Environment Exit

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Figure 37 Accessing Context Sensitive Help - Right Click Menu

Accesses Active Screen Context Sensitive Help


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Hotspots in Help

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

Figure 38 ValVue 2.4 Hotspot Context Sensitive Help Indicator

Hotspot Context Sensitive Help Indicator

ValVue 2.4 Work Environment Change Mode

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Change Mode The Change Mode button located at the bottom left of all SVI II AP screens allows the user to change the operating SVI II AP mode. When selected, the user can change the SVI II AP mode to any of three operating modes:

Normal - In this mode the SVI II AP follows the 4 - 20 mA input signal and positions the valve accordingly (indicator green).Manual - in this mode the valve setpoint is set by the valve software, the local pushbutton or a HART compatible Host system. When changing to this mode the setpoint becomes the actual position.Setup - In this mode the user can set calibration and configuration parameters. Additionally, the user may run response time tests, step response tests, and positioner signatures (indicator yellow).

Failsafe Mode

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

Figure 39 Selecting Change Mode


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ValVue 2.4 Screens

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

The seven screens are as follows:

1. Monitor - On the Monitor screen you can view and adjust current operating parameters of the selected SVI II AP, perform HART commands and run positioner setup. For detailed information on the Monitor Screen refer to

2. Trend - The Trend Screen displays in a graphical format the live operation of the selected SVI II AP and allows you to capture the current data as a bitmap and save it to the computer clipboard. You can then paste the graphical contents into any program that will accept a bmp file; e.g. Microsoft Word, Excel, Power Point, etc.

3. Configure - On the Configure Screen you can view and adjust the current configuration parameters of the selected SVI II AP. To adjust the configuration the positioner and ValVue must be in the Setup or Manual mode.

4. Calibrate - On the Calibrate Screen you can view and calibrate the stop positions and the feedback control parameters (PID tuning parameters).

5. Diagnostics - On the Diagnostics Screen the user can view continuous diagnostics information and perform diagnostic tests.

6. Status - The Status Screen allows user to see at a glance the operating and internal status of the SVI II AP.

7. Check - From the Check Screen the user can monitor some of the basic parameters. This screen is used primarily for troubleshooting.

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6Monitor Screen

What You Can Do on the Monitor Screen

The Monitor Screen is the first window displayed upon starting ValVue 2.4. From the Monitor Screen, the user can view the basic functions of the SVI II AP including; tag and identification, characteristics, setpoint, position, and status. The Setup Wizard on the Monitor Screen provides for rapid setup of the positioner in 4 easy steps.

On the Monitor Screen you can:

Monitor the live operation of the SVI II APMonitor the current Positioner CharacteristicsSend a HART command and view the result View the Position Indicator (graphical representation)Generate reports Run the Setup Wizard

Figure 40 Monitor Screen

Send Command Display Window

Send Command Menu

Positioner Indicator

Positioner Operations

Positioner Tag Information

Status Display

Launch Setup Wizard


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PositionerOperations

The Positioner Operations displayed on the Monitor Screen consist of:

InputSignal Valve PositionSetpointPressure

Signal

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

Position

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

Setpoint

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

Pressure

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

PositionIndicator

The Position Indicator shows the valve position graphically. The indicator consists of 3 parts:

1. The upper part contains an indicator showing the value of the input signal. In Normal mode this is the position setpoint. WARNING! - In manual mode, this is the position that the valve will move to if normal mode is selected.

2. The center green bar shows the valve position where % = Valve Closed. The numerical valve position is shown in the center.

3. The lower part contains an indicator (that cen be dragged when active) showing the valve setpoint. In operating mode this is the same as the signal. In manual mode it is the valve setpoint. The user may drag the indicator to change the valve setpoint. While dragging, the number in the center bar shows the manual setpoint that will be selected when the user releases the indicator.

Monitor Screen Position Indicator

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Changing the Setpoint

To change the manual setpoint the SVI II AP must be in manual mode. There are three ways to change the position indicator:

1. Entering the setpoint value in the Setpoint dialog.2. Dragging the position indicator.3. Left clicking on either side of the position indicator modifies the

setpoint by 5%.

Figure 41 Position Indicator Active

Entering Setpoint Value

To enter a value for the position indicator setpoint:

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

Figure 42 Changing Position Indicator

Position Indicator Active (Manual Mode)


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Status on the Monitor Screen

The SVI II AP provides several health indicators. When there is a fault code from the SVI II AP, this box will contain ‘Additional Status Available’. The fault codes can be retrieved by selecting ‘Read Status’ from the Send Command drop down list and then clicking "Send". The results will be displayed in the lower left box. The fault codes are also displayed on the Status Screen.

The status block also contains other status codes returned by HART. These include ‘Configuration Changed’, ‘Device malfunction’, and ‘Variable out of limits’.

Figure 43 Monitor Screen - Additional Status Available

Tag Information

Changing Tag Information on the Monitor Screen

There are two methods of changing Tag Information on the Monitor Screen:

1. Activate the Setup Wizard and execute Step 1. (See Wizard Step 1.)

2. Select the "Write Tag and Descriptor" command from the command drop down list on the Monitor Screen. ValVue will display a Tag dialog box. Enter the Tag information in the dialog box and click OK.

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

Status Display - Additional Status Available

Monitor Screen Send Command

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

1. Select the command from the drop down list on the Monitor Screen (see Figure 44 below).

Figure 44 Selecting a Command to Send

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

Figure 45 Executing Send Command


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

Figure 46 Send Command Results Displayed (Read All Variables)

List of Available HART Commands

When you click on the drop down arrow, ValVue 2.4 displays the available HART commands. Scroll through the list until you locate the command you wish to execute. The following commands can be sent to the SVI II AP:

000 Read Identifier - Returns the unique identifier from the device including the device ID, device type, and the manufacturers ID.001 Read Primary Variable - Returns the position in percent open.002 Read Current - Returns the input signal in mA.003 Read All Variables - Returns the input signal and the position in percent open011 Read ID from Tag - Prompts the user for a tag name. The tag name is sent in a HART command and if received by a device with a matching tag name, the ID of the device is returned. The format of the ID is the same as command 001 Read Identifier.012 Read Message - Reads the message that was stored in the device when it was configured013 Read Tag & Descriptor - Reads the tag name, date, and the descriptor that was stored in the device when it was configured

Monitor Screen Send Command

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016 Read Assembly Number - Reads the final assembly number that was stored in the device when it was assembled at the factory017 Write Message - This command allows the user to enter a message (up to 32 characters) that will be stored in the SVI II AP.018 Write Tag & Descriptor - This command allows the user to enter a tag name (up to 8 characters) and a description (up to 16 characters) that are stored in the SVI II AP.19 Write Final Assembly - This command allows the user to enter an identifying number (0 to 16 million) which is stored in the SVI II AP.038 Reset Configuration Changed Flag - This command sets the HART configuration changed bit back to 0. The bit is set whenever a value in the device has changed.210 Read Configuration - Reads the configuration data from the device and displays it in the response box. The data includes all of the data describing the device set on the Configure Screen including Air-To-Open/Air-To-Close, Tight Shutoff status, Software Position Limit Stops, etc.200 Read Option Configuration - Reads basic (hardware) configuration information about the positioner.211 Read Custom Characterization – Reads the custom characterization information about the positioner.212 Read Error Limits - Reads and displays the position range and time-outs associated with position and pressure errors213 Read Calibration Data - Reads and displays the input signal that corresponds to the open and closed positioning of the valve.216 Read PID - Reads and displays the valve positioning tuning parameters136 Read Status - Reads and displays the status flags. These flags describe error conditions that have occurred since the last time they were cleared. See “Status Code List” on page 127 of this manual for a complete list of possible codes.138 Clear Status - Clears the status flags. See also “Status Code List” on page 127. 142 Read Switches - Reads the status of the contact switches139 Read Continuous Diagnostic Data - Reads and displays the continuous diagnostic data including number of full strokes the valve has made, the number of cycles (direction changes), the time the valve has spent open, the time the valve has been closed, and the time the valve has spent throttling near the seat191 Read Standard Diagnostic Data - Displays the valve response time open and response time closed154 Read Setpoint - Reads the manual setpoint of the positioner.


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141 Read Raw Data - Returns information from the SVI II AP that is useful to Masoneilan engineers for diagnostic purposes. The information includes the input current on the auxiliary input channel, the A/D values from the pressure, signal, and position measurements, the D/A value of the signal to the I/P, and the internal SVI II AP temperature.143 Read Temperatures – Reads the historical low and high range to which the positioner was be exposed and reads the actual circuit board temperature201 Read All Pressures – Reads the Actuator, Supply and IP pressure (available with the Advanced Diagnostics version)249 Read Operating Mode – Reads and displays the positioner operating mode.

Monitor Screen Setup Wizard

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Setup Wizard Running the Setup Wizard is one of two ways to set up the SVI II AP. When you decide to run the setup you can either run the entire setup wizard or pick and choose which components of the setup wizard you would like to run.

From the Setup Wizard screen the user can rapidly setup the SVI II AP by configuring some basic parameters. By selecting the appropriate check boxes the user may set the device identification, select the air action, perform a travel calibration, and autotune the positioning parameters. When the selected tasks are started, ValVue will display a progress screen.

Used primarily for rapid setup of standard valves, the Setup Wizard can dramatically reduce commissioning time in the field. To customize the valve setup refer to “Advanced Setup with ValVue 2.4” on page 134 of this manual.

Figure 47 Starting the Setup Wizard

Setup Wizard Button


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Setup Wizard Selections

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

Figure 48 Setup Wizard Selections Window

Setup Wizard Step 1

When selected, the device Tag, Descriptor, and Message will be modified.

Setup Wizard Step 2

When selected you can set the air action. You can also reset the configuration and calibration parameters to factory defaults; Air Action, Travel, and PID (tuning) parameters.

Setup Wizard Step 3

When selected, the user can perform a Travel Calibration. To determine valve position, the positioner must measure the closed and open positions of the valve. The SVI II AP will first exhaust the actuator and measure the position, then fill the actuator and measure the position. From these measurements the valve position can be determined.


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Wizard Step 4- Autotune

The SVI II AP has a built-in positioning Autotune feature. At the moment of setting up the positioner on a valve, this feature automatically computes the optimal parameters for the positioning algorithm. This features does not require valve specific parameters in order to complete successfully. The patented algorithm analyzes the dynamic behavior of the valve assembly, and determines values for the tuning algorithm that are optimal for tight and accurate position control.

The Autotune feature can be launched using the local pushbuttons, a handheld communicator loaded with the device driver (DD), a control system loaded with the DD or ValVue software.

Setting the Tag and Descriptor

If you are changing Tag and Descriptor information you should make the changes prior to executing ("Apply") the remaining Setup Wizard steps. If you are using the Setup Wizard for calibrating travel and auto tuning, ValVue 2.4 runs through the calibrate and auto tune procedures and does not return to the Setup Wizard window.

When you select "Set Tag and Descriptor", ESD Lookout enables the Tag and Descriptor fields.

To set the Tag and Descriptor:

1. Click in the Tag field.2. Drag and highlight the existing text in the field3. Enter the Tag and Descriptor information.

Figure 49 Setting Tag and Descriptor


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

Setting the Air Action

The Set Air Action step allows you to set the action of the air supply by making one of the following selections:

Air to Open - air pressure is used through the SVI II AP to open the valveAir to Close - air pressure is used through the SVI II AP to close the valveReset configuration to factory defaults - resets the calibration and configuration parameters to the factory defaults; Air Action, Travel, and PID parameters

To set the air action:

1. Enable the set air action function by clicking in the checkbox labeled "Set Air Action". When "Set Air Action"is enabled all selections become enabled.

2. Select the appropriate air action by clicking either the radio button for "Air-to-Open" or "Air-to-Close".

3. If you would like to reset the configuration and calibration to the factory defaults, click the checkbox to the left of "Reset configuration to factory defaults".

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

Calibrate Travel

When selected, the user can perform a Travel Calibration. To determine valve position, the positioner must measure the closed and open positions of the valve. The SVI II AP will first exhaust the actuator and measure the position, then fill the actuator and measure the position. From these measurements the valve position can be determined.

To calibrate positioner travel with the Setup Wizard:

1. Enable the calibrate travel function by clicking in the checkbox labeled "Calibrate Travel".

2. When "Calibrate Travel" is enabled the checkmark will be visible in the checkbox.

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


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Autotune

The SVI II AP has a built-in positioning Autotune feature. At the moment of setting up the positioner on a valve, this feature automatically computes the optimal parameters for the positioning algorithm. This features does not require valve specific parameters in order to complete successfully. The patented algorithm analyzes the dynamic behavior of the valve assembly, and determines values for the tuning algorithm that are optimal for tight and accurate position control. The Autotune feature can be launched using the local pushbuttons, a handheld communicator loaded with the device driver (DD), a control system loaded with the DD or ValVue 2.4 software.

To autotune the SVI II AP with the Setup Wizard:

1. Enable the autotune function by clicking in the checkbox labeled "Autotune".

2. When "Autotune" is enabled the checkmark will be visible in the checkbox.

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

Setup Selections Made

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

Figure 50 Applying Setup Wizard Selections


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

Figure 51 Setup Dialog

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

Figure 52 Running Setup Wizard Dialog

Progress Dialog

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


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Figure 53 Setup Wizard Progress Dialog

4. After the Setup Wizard has completed a graph displays the performance of the valve (an example is shown in Figure 54 below).

5. You cannot proceed until you either: "Capture to Clipboard", "Export to Excel" or "Close" the graph.

Figure 54 AutoTune Diagnostic Graph


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6. After you have either saved or closed the Diagnostic Graph, a display of tuning values, Previous and New, appears as shown in Figure 55 below. Click on Exit to close the PID Values window.

Figure 55 PID Values Displayed after Autotuning

Parameter Definitions

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


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I Integral time or reset time in 1/10th sec, is the time constant of integral control. Higher values of I cause less integral action, however a value of 0 gives no integral action. Com-mon values are 10 to 200.

D Derivative time or rate time (msec) is the time constant of derivative control. Common values are 10 to 100

PAdjust Valves often have significantly different response when filling verses exhausting. The proportional gain is adjusted by add-ing Padj (%) to P when the valve is exhausting.

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

Position The response of the valve is different when the valve Compensation is nearly closed than when the valve is nearly open.Coefficient The position compensation coefficient, which is a

number between 0 and 20. Make adjustments to try to equalize the valve response. The normal value is 6. For springless actuators the value is 15.

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

Boost The boost field in the PID adjustments controls a supplemen-tal pressure, or boost, to speed up initial valve response

The values determined above provide sufficient response for most applications. However these values are determined by a target set of performance criteria built into the SVI II AP. The user may want performance different than this set and may therefore want to set the PID values differently than determined by Autotune. The user can individually set tuning values from the Calibrate screen.

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


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Figure 56 Setup Wizard Complete

Monitor Context Menu

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

Figure 57 Monitor Screen Context Sensitive Menu

Monitor Screen Monitor Context Menu

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The following items will be displayed and greyed out based on the actual SVI II AP mode.

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

WARNING!THE VALVE WILL MOVE DURING THE RESET OPERATION.

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

Restore SVI Data

When you select "Restore SVI Data" from the Monitor context menu, ValVue 2.4 displays the dialog shown in Figure 58 below.

To restore SVI data:

1. Click "OK".


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

Figure 58 Monitor "Restore SVI Data" Dialog

Reports One of the functions available on the Monitor Screen is the ability to generate reports. ValVue 2.4 provides the ability to extract information about the SVI II AP operation and dump the information into a report format. When ValVue 2.4 extracts the information from a device it requires a template file into which to dump the data. To generate a report with ValVue 2.4 you must first create a report template file that includes the parameters you would like to include in the report as well as personalization.

There are three basic steps to create reports:

1. Set up the report - create a report template file 2. Select the report setup (report template file) - using the Report Setup

command from the Monitor Context Menu.3. Generate the report - using the Report command from the Monitor

Context Menu.

Report Setup

To set up the report right click on the Monitor Screen and select "Report Setup" from the context menu.

When you access "Report Setup" ValVue 2.4 launches the dialog displayed below. There are two items which you need to complete in this dialog:

1. Report Template File Name2. Report Program to use

Monitor Screen Reports

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Figure 59 Report Setup Dialog


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

Find".

Figure 60 Report Setup Completed

Creating Report Template Files

The user can create a custom SVI II AP report by creating a rich text format (RTF). The default template is located in C:\Program Files\DFC\ValVue 2\SVI2\Report\SVI2FullReport.rtf.

Prior to selecting the set up of the report (ValVue 2.4 Monitor Context Menu) you must create the report template file in an rtf format. The report template should include the operation parameters that you would like populated in the report.

ValVue2.4 will substitute the values of SVI II AP parameters into the text file where ever it finds a parameter name that matches an SVI II AP parameter. For each parameter you would like included in the report place $$ in front of the parameter name.

For example:

Tag = $$Tag

ValVue will substitute the actual tag name from the SVI II AP in place of the $$Tag in the report.

When creating the report template file, you should use an application that can save the report template file to an rtf or text file such as WordPad, Microsoft Word, or Notepad.

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


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

Table 6 Report Setup Parameters

Report Parameter Information Provided in Report

$$Tag Tag Name

$$Descriptor Descriptor

$$Date Date

$$Message Message

$$AssemblyNumber Final Assembly Number

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

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

$$DeviceID Hart DeviceID

$$HWRev Hardware Revision

$$SWRev Software Revision

$$CmdRev Firmware Command Revision

$$PollingAddress PollingAddress

$$Position Position

$$Signal Input Signal

$$Pressure Actuator Pressure

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

$$Temperature Circuit Board Temperature

$$LowTemperature Historical Low Temperature

$$HighTemperature Historical High Temperature

$$Output Output from the process controller

$$Mode SVI II AP Mode

$$SignalPercent Input Signal as Percent

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

$$ActuatorType Single/Double Acting Actuator

$$PosErrorBand Position Error Band

$$PosErrorTime Position Deviation Time

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


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$$CustomCharact Displays the Custom Characterization constants

Individual items of the characterization curve may be selected by entering: $$CustomCharact[n] - where n is a number between 0 and 17

$$ButtonLock Button Lock Level

$$Bumpless Bumpless Transfer On/Off

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

$$TightShutoff Tight Shutoff On/Off

$$TSValue Tight Shutoff Value

$$ULimitStop Upper Position Limit On/Off

$$ULSValue Upper Position Limit

$$LLimitStop Lower Position Limit On/Off

$$LLSValue Lower Position Limit

$$NearClosed Value below which is considered Near Closed

$$PosUnits Position Units of Measure (always %)

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

$$SignalUnits Signal Units (always mA)

$$Language SVI II AP Display Language

$$LowSignal Low Calibration Value

$$HighSignal High Calibration Value

$$P Proportional Gain In Positioner

$$Padjust Adjustment to P when valve is exhausting

$$I Integral action of positioner

$$Beta Step size adjustment in positioner

$$D Derivative action of positioner

$$PosComp Position range compensation of positioner

$$DeadZone Dead zone of positioner

$$Damping Damping coefficient of positioner

$$Travel Total strokes of the valve

$$Cycles Total cycles of the valve

$$TimeOpen Total time open of the valve

$$TimeClosed Total time closed of the valve

$$TimeNearClosed Amount of time valve was nearly closed




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$$ResponseOpen Time require to open valve

$$ResponseClosed Time required to close valve

$$Switch1Type Condition under which Switch 1 will operate

$$Switch1Value Value at which Switch 1 will activate

$$Switch1Action Switch is Normally Closed or Normally Open

$$RawSignal Signal Value in A/D Counts

$$RawPosition Position Value in A/D Counts

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

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

$$OptionConfig$$OptionConfigEx0$$OptionConfigEx1$$OptionConfigEx2$$OptionConfigEx3

Data describing the hardware installed on the positioner

$$Friction Friction Measured from a Standard Actuator Signature

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

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

$$LowPressureActual Pressure when the actuator is exhausted

$$HighPressureActual Supply Pressure

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

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

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

$$LowerSpringRange$$LowerSpringRangeSaved$$LowerSpringRangeBaseline

Lower Spring Range calculated from the current, saved, or baseline standard signature

$$UpperSpringRange$$UpperSpringRangeSaved$$UpperSpringRangeBaseline

Upper Spring Range calculated from the current, saved, or baseline standard signature

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

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

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




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(Generate) Report

To generate a report:

1. On the Monitor Screen select “Report” from the right click, context sensitive menu.

2. The following dialog box will be displayed:

Figure 61 Generate Report Dialog

3. Click “OK” to continue.ValVue 2.4 will then populate the report template. An example of a report is shown in Figure 62 on page 73.


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Figure 62 Report Sample Using ValVue 2.4 Template

Smart Valve Interface 2AP – Configuration Data Sheet

General Information

Tag Name NEW Descriptor DateMessage Assembly Number 0Manufacturer’s ID 101Device Type 202Device ID 5010001Hardware Revision 3Transmitter Revision 1Software Revision 1Polling Address 0

Operating Data

Position 50.0Signal 12.00Pressure 13.54 psiSwitch 1 Open

Configuration Information

Air Action ATOActuator Type SinglePosition Error Band 5.0Position Error Time OffCharactacterization LinearCustom Charact.

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7Trend Screen

What you can do on the Trend Screen

From the Trend Screen (see Figure 63 below) the user can observe the real time performance of the valve. The process trend graph is useful for troubleshooting a control valve and for tuning the PID positioning parameters. As the X axis is defined in seconds, the process trend graphs are manipulable only on the Y axis.

The process trend graph can be detached as a separate window from the tabbed dialog so that it can be viewed while performing calibration and diagnostic tasks. To detach the trend, right click in any screen select "Detach Trend". When in manual mode, the bar indicator allows the user to change the valve position by dragging the position indicator.

Figure 63 Trend Screen

Trend Screen Trend Graph Features

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Trend Graph Features

The display of any of the curves on the Trend graph may be turned on or off by checking or unchecking these boxes:

Position - blueManual Setpoint - blackSignal Setpoint - redPressure - green (SVI, SVI II, SVI II AP with Advanced Diagnostics

Trend - Y Low/High

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

Position

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

Signal

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


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Changing the Graph View

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

Figure 64 Selecting Area of Trend to Zoom

Figure 65 Area of Trend with Zoom View

Trend Screen Trend Context Menu

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Trend Context Menu

When the user right clicks on the grey area of the Trend screen (but not in the graph area), a context menu shown in Figure 66 below appears. The following items will be on the menu:

Refresh Graph - Restarts the sampling of the trend graphStop Graph - Stops the sampling of the trend graph. It can be restarted by selecting Refresh GraphDetach Trend - Removes the display from the tabbed dialog and creates a separate trend displayHelp - Displays the help file at the Trend screen instructions

Figure 66 Trend Context Menu

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8Configure Screen

What You Can Do on the ConfigureScreen

From the Configure Screen, the user can set the information that tells the SVI II AP how the valve/actuator is configured by adjusting the following fields:

Tag InformationCharacterizationAir ActionButton LockBumpless TransferNear Closed ValuePosition LimitsPosition Fault LimitsLanguage

Figure 67 Configure Screen - Setup Mode

Tag Information

Language

Configure I/O

Characterization Button Lock

Bumpless Transfer

Air Action

Near Closed

Position Limits

Value

Configure Screen Tag Information on the Configure Screen

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Note: Before making any configuration changes on the Configuration Screen ValVue 2.4 must be in "Setup" mode. If you need to change modes click on the "Change Mode" button, select "Setup" and click "OK".

Tag Information on the ConfigureScreen

The Tag information on the Configure Screen contains an extra field, Polling Address.

To change Tag information on the Configure Screen:

1. Delete and type as necessary.2. Click "Apply".

Polling Address

The Polling Address is not displayed in the tag information on the Monitor Screen.

HART can communicate with up to 15 devices on a single pair of wires. These devices are distinguished by their polling address which is a number from 0 to 15. If there is a device at polling address 0, it must be the only device on the loop. There may be up to 15 devices with non-zero polling addresses on the loop (subject to power and intrinsic safety constraints). Devices which operate 4-20 mA are generally required to have polling address 0, however with split range valve positioners, several 4-20 mA devices may be wired in series. These devices should be set up with non-zero polling addresses.

Table 7 Polling Address Applications

Positioner Application Polling Address Comment

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

Split range on a single current loop

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

Split range with each positioner on a current loop powered by isolator

1 to 15 Give each device operated by a single controller a unique address. 0 can cause errors. Lowest numbers save scanning time.

Multidrop in voltage mode 1 to 15 Used with HART multiplexor. Follow instructions of Mux manufacturer

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


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Characterization Control valves are "characterized" to give a specific relationship between flow capacity (Cv) and percent opening of the valve. The valve can be characterized with special purpose trim or with the SVI II AP positioner. Several characterizations are available:

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

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

Figure 68 Characterization Curves

Valv

e Po

sitio

n %

Input Signal %

Configure Screen Characterization

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Custom Characterization

When you select "Custom" under Characterization, ValVue 2.4 launches a characterization graph. A custom characterization defines the relationship between the input signal and the output position of the valve. The characterization may contain up to 9 XY pairs and the position is linearly interpolated between the pairs. It is required that the first position is 0, 0 and the last position is 100,100 (both first and last positions indicate 0 and 100 percent and are not counted as any of the 9 points allowed).

When you select "Custom Characterization" from the Configure Screen ValVue 2.4 will launch the Custom Characterization Screen shown in Figure 69 below. There are no data points on the initial screen.

Figure 69 Custom Characterization Curve - No Data Points


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Adding Data Points

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

Figure 70 Adding the First Data Point

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

Figure 71 Data Points Added


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Deleting Data Points

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

Figure 72 Deleting a Data Point

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

Figure 73 Data Points Deleted


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Adjusting the Curve Points

After you have added and deleted data points you will probably want to adjust their position to customize the characterization. There are two ways to adjust a curve data point: by dragging or by entering values.

Dragging Data Points

Points may be moved by ‘dragging’ them to their new position, as shown in Figure 74 below. The characterization curve must be non-decreasing and the program will not allow a point to be added or moved to a position that would create a decreasing segment.

To drag a data point:

1. Select the data point you would like to adjust by dragging with a left click.

2. Holding down the left button, drag the data point to the new location.

Figure 74 Changing Curve by Dragging


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Figure 75 Custom Curve after Dragging Data Point

Entering Data Point Values

If exact positions are desired, the values may be typed in the edit boxes at the bottom of the screen instead of graphically inserted. Enter the value and hit the TAB key. The point is entered and the graph updated when the position value is entered.

Clicking OK saves the changes and returns to the configuration screen. Clicking Cancel returns to the configuration screen without saving.

Saving Custom Characterization Curves

If you would like to save the custom curve:

1. When you have completed customizing the characterization curve click the "OK" button located at the bottom right of the characterization graph.

2. ValVue 2.4 will launch the dialog shown in Figure 76 below. Select "OK" if you wish to save the custom characterization data.

Figure 76 Custom Characterization Window


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

Cancel Custom Configuration

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

Button Lock The SVI II AP comes with an optional local display and buttons for data entry. These buttons can be used to perform basic SVI II AP setup without the need for ValVue or a handheld. It may, however, be desirable after initial setup to ‘lock’ the buttons so that the SVI II AP parameters cannot be inadvertently changed from the buttons. Several level of locks are provided:

Allow Local Buttons (level 3): Buttons on the SVI II AP are enabled.Lock Out Local Cal. - Config. (level 2): The user may use the buttons to perform operations in normal operating mode and manual mode, however they may not go to configure or calibrate mode.Lock Out Local Manual (level 1): The user may examine variables in normal operating mode but may not put the valve in manual mode (and therefore cannot get to calibrate or configure modes).Lock Out All Buttons (level 0): The buttons are disabled.

BumplessTransfer

The Bumpless Transfer option provides a means to smoothly regain control of valve positioning when changing the mode to normal. While in manual mode, if the controller’s setpoint were allowed to run, the setpoint would most likely go to one of the limits. If the valve were suddenly put into manual, the input signal would open or close the valve to its limits that would cause a significant disturbance to the process. This option gives the operator a chance to move the controller signal to match the valve position so that smooth resumption of control with little disturbance will result.

When Bumpless Transfer is selected, returning to normal operating mode from manual mode is deferred until the input signal matches the current valve position. Either the input signal or the valve position may be changed to match. If nothing is done, the system will slowly change the position until it matches the signal setpoint. The time taken to move to the position is determined by the Bumpless Time which is a number between 0 and 255 and is approximately the number of seconds required to move the valve 100% toward the signal position.

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

Configure Screen Position Limit Stops

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Position Limit Stops

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

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

The full open and full closed buttons will similarly ignore the settings of the software limit stops.

Some of the diagnostic tests cannot be performed with position limit stops set.

Single/Double Acting

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

Air-to-Open / Air-to-Close

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

Position Fault Limits

The user may configure how position errors are handled. A position error occurs when the valve position differs from the requested position (from the input signal in normal operating mode or the manual setpoint in manual mode) by more than the Position Error Band for more than the Position Error Time 1. When this occurs, a status flag is set which is reported during the next HART message (only that a flag is set is reported. The user must send a Read Status message to find out the cause of the status flag).

Currently, For the SVI and SVI II (not SVI II AP) if the error persists for Position Error Time 2, the valve is put in failsafe position. This latter action may be disabled by unchecking the Enable box next to the Time 2 entry. For practical considerations, Time 2 (if enabled) must be larger than Time 1 by at least 2 seconds. Time 1 should be at least as long as the time required to open the valve fully or unnecessary position errors will be reported. The maximum time is 327 seconds.

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

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


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

Accessing Configure I/O

When the user clicks on the Configure I/O button on the Configure Screen ValVue launches the I/O configure window shown below. In the Configure I/O window you can change the following configuration parameters:

Output Switches Digital Input Input Signal Range Position Retransmit

To configure the inputs and outputs:

1. Click on "Configure I/O" as shown inFigure 77 below.

Figure 77 Launching Configure I/O

Configure Screen Configure I/O

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

Figure 78 I/O Configure Window

Output Switches (DO)

The SVI II AP supports two identical contact outputs which can be logically linked to status bits. The two output switches can be opened or closed in response to conditions that the SVI II AP detects. These conditions are:

0. Always Normal Position - The switch is not controlled by the SVI II AP and remains in it’s default position

1. Failsafe - The switch is activated when the SVI II AP is in failsafe mode2. Reset - The switch is activated whenever a reset has occurred and the

switch remains activated until the SVI II AP status is cleared3. Position Error - The switch is activated whenever a position error has

occurred and is deactivated when the position recovers to the correct position

4. Tight Shutoff Active - The switch is activated whenever the device is in tight shutoff (tight shutoff is on and the valve position is less than the tight shutoff position).

5. Position Low Limit - The switch is activated whenever the valve position is less than the position setting of this switch control

6. Position Upper Limit - The switch is activated whenever the valve position is greater than the position setting of this switch control

7. Manual Mode - The switch is activated whenever the SVI II AP is in manual mode, configure mode, calibrate mode, or diagnostic mode.


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

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

Digital Input (DI)

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

Input Signal Range (AI)

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

Position Retransmit (AO)

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

Configure Screen Configure Context Menu

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ConfigureContext Menu

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

Figure 79 Configure Screen Context Menu

The following items are on the Configure context menu.

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


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Custom Linearization

When mounted on a reciprocating valve, a small non-linearity in the reported valve position versus actual valve position may result from the linkage configuration. This non-linearity can be corrected using a custom characterization that matches the specific linkage used. The custom linearization procedure automatically generates this custom characterization. Custom characterization must be the selected configuration option to use the generated curve. This option is selected automatically when the user clicks OK to accept the displayed curve.

Two types of linkages are modeled: simple and compound. Most Masoneilan linkages use the compound linkage system. See Simple - Compound Linkage

1. Select "Custom Linearization" in the Configure Context Menu (right click on the Configure Screen). ValVue 2.4 will launch the Custom Linearization dialog shown in Figure 80 below.

Figure 80 Custom Linearization Dialog


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Levers

Using ValVue 2.4 you can customize both simple and compound lever

Simple Lever

The simple lever has the pivot point (the potentiometer in the SVI II AP) mounted a fixed distance (L1) from the valve stem pickup point. In order to compute the proper correction curve, the stroke length, the distance from the pivot to the valve stem pickup point and the valve position at horizontal must be entered. Clicking Simple will compute the correction and display the curve.

Compound Lever

The compound lever linkage has two lever segments attached at one end to the pivot and the other end to the valve stem pickup point. In order to compute the proper correction curve, the user must enter the stroke length, first lever segment length (L1), second lever segment length (L2), the distance from the pivot to the valve stem pickup (L3), the valve position at horizontal. Clicking Compound will compute the correction and display the curve.

Most Masoneilan linkages use a linkage with L3 equal to L1, i.e. the second lever arm is vertical when the first lever arm is horizontal. The correction computation will correctly compute the correction curve when L3 is not equal to L1, however L3 must be greater than 0 which requires that the valve stem pickup not be lined up with the pivot and that the pickup be on the same side of the pivot as the link between the first and second lever segments.

2. After entering all lever parameters, click on the lever type (Compound lever in Figure 81 below).

Figure 81 Selecting Lever Type


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

Figure 82 Rotation Angle Dialog

4. After closing the Rotation Angle dialog, ValVue 2.4 will display the custom linearization in a custom characterization graph as shown in Figure 83 below.

5. To save the custom characterization data click on "OK" or "Cancel" to discard characterization changes and return to the Configure Screen.

Figure 83 Custom Linearization Graph

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

Figure 84 Saving Custom Linear Characterization

Configure Screen Applying Configuration Changes

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ApplyingConfigurationChanges

After you have made all the necessary configuration changes you must apply the changes at the top level of the Configure Screen.

To apply all configuration changes:

1. Click on "Apply" as shown in Figure 85 below. Clicking Apply causes any changes made in the Configure or Calibrate screens to be written immediately to the SVI II AP.

Figure 85 Applying Configuration Changes

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9Calibrate Screen

What you can do on the CalibrateScreen

From the Calibrate Screen (see Figure 86 below) the user can calibrate:

Signal PressureAdvanced Parameters (PID Position tuning parameters)Valve Travel

Figure 86 Calibrate Screen

Calibrate Screen Signal Calibration Procedure

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SignalCalibrationProcedure

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

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

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

ValVue 2.4 allows you to perform a low signal and high signal calibration.

Low Signal Value Calibration

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

Figure 87 Starting Signal Calibration


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2. A dialog will popup indicating that the calibration will be changed. Click on "OK" to continue with the Signal Calibration.

Figure 88 Starting Signal Calibration

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

Figure 89 Signal Calibration Dialog

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

Figure 90 Setting Signal Low Value


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Low Signal Value Warning

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

Figure 91 Low Signal Calibration Warning

High signal Value Calibration

1. Click the Calib. Signal button as shown in Figure 87 on page 97. 2. A dialog will popup indicating that the calibration will be changed as

shown in Figure 88 on page 98. Click on "OK" to continue with the Signal Calibration.

3. ValVue 2.4 will launch a dialog with a blank field for entering the low or high signal value, in mA as shown in Figure 89 on page 98.

4. Enter the high value (between 16.0 and 21.0 mA) for in the Signal Value field. Click "Set as High Value".

Figure 92 Setting Signal High Value

Calibrate Screen Pressure Calibration Procedure

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High Signal Value Warning

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

Figure 93 High Signal Calibration Warning

PressureCalibrationProcedure

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

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

The currently measured value of pressure is displayed and can be compared to reference pressures to see if recalibration is necessary.

To recalibrate the pressure sensor:

1. Click the Calib. Pressure button (see Figure 94 below).

Figure 94 Starting Pressure Calibration

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

Calibrate Screen Pressure Calibration Procedure

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Figure 95 Calibrate Pressure Dialog

3. After calibrating the pressure sensors ValVue 2.4 will display a dialog, shown in Figure 96 below, that the calibration has been changed. Click "OK" to close the dialog and return to the Calibrate Screen.

Figure 96 Pressure Calibration Changed Dialog

Pressure Calibration Failure

If ValVue 2.4 detects an error when performing pressure calibration, the calibration will abort and the dialog displayed in Figure 97 below.

1. Click "OK" to close the dialog and return to the Calibrate Screen. Troubleshoot the problem prior to performing pressure calibration a second time.

Figure 97 Calibration Failure Dialog

Calibrate Screen Advanced Parameters

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AdvancedParameters

ValVue allows the user to fine tune the SVI II AP with the addition of advanced calibration parameters. When you click on the “Advanced Parameters” on the Calibrate Screen ValVue launches the Advanced Parameter window where you can adjust:

Dead ZoneBetaPosition Compensation Coefficient BoostStroke Time

To adjust the advanced parameters:

1. Click on "Advanced Parameters" as shown in Figure 98 below.

Figure 98 Starting Advanced Parameters

Calibrate Screen Advanced Parameters

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2. ValVue 2.4 will launch the Advanced Tuning Parameters dialog shown in Figure 99 below. Refer to Table 8 below for parameter descriptions.

Figure 99 Advanced Parameters Dialog

Table 8 Advanced Tuning Parameters

Tuning Parameter Description

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

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

Position Compensation Coefficient

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

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

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

Calibrate Screen Calibrate Context Menu

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CalibrateContext Menu

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

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

Figure 100Calibrate Screen Context Menu

The following items are on the Calibrate context menu.

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

Calibrate Screen Calibrate Context Menu

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

Reset to Factory Cal

When you select "Reset to Factory Cal" from the Calibrate context menu, ValVue 2.4 displays the dialog shown in Figure 101 below. Resetting Factory Calibration will restore the calibration data for all sensors.

To reset calibration parameters:

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

Figure 101Reset to Factory Cal Dialog

Calibrate Screen Applying Calibration Changes

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ApplyingCalibrationChanges

After you have made all the necessary calibration changes you must apply the changes at the top level of the Calibrate Screen.

To apply all calibration changes:

1. Click on "Apply" as shown in Figure 102 below. Clicking Apply causes any changes made in the Configure or Calibrate screens to be written immediately to the SVI II AP.

Figure 102Applying Calibration Changes

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10Diagnostics Screen

What you can do on the DiagnosticsScreen

The Diagnostics Screen (Figure 103) displays positioner tag information, the current continuous diagnostics information (updated every time the Diagnostics Screen is selected). It provides access to the diagnostic tests, and displays test results in the Results window.

From the Diagnostics screen the user can run Standard Actuator Signature tests, Step Response tests, Ramp tests, and Extended Actuator Signature tests.

Figure 103 Diagnostics Screen

Continuous Diagnostics

Diagnostics Results Window

Diagnostic TestsTag Information

Diagnostics Screen Diagnostic Tests

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Tag Information

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

Continuous Diagnostics

The Continuous Diagnostics window displays the continuous diagnostic data including:

Number of full strokes the valve has madeNumber of cycles (direction changes)Time the valve has spent openTime the valve has been closedTime the valve has spent throttling near the seat

DiagnosticTests

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

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

Performing Diagnostic Tests

ValVue 2.4 makes the process for performing diagnostic test as simple as:

1. Select the test you would like to perform.2. Adjust the test parameters if necessary.3. Click "Perform Diag." (Perform Diagnostics).

After you first run a diagnostic test, the main Diagnostics Screen changes with the addition of three buttons below the list of tests:

View Current DiagSave Diag View Saved Diag

View Current Diag

After performing a diagnostic test and returning to the Diagnostics Screen, you may want to view the diagnostic graph again. To view the diagnostic graph from the current test:

1. Click "View Current Diag.".2. ValVue 2.4 will launch the Diagnostic Graph of the most recently

executed diagnostic test.


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Save Diag

After performing a diagnostic test and returning to the Diagnostics Screen, you may want to save the diagnostic graph and data. To save the diagnostic graph from the current test:

1. Click "Save Current Diag.".2. ValVue 2.4 will launch the Windows browser. Locate the folder in

which you would like to save the diagnostic graph and data. The file is saved using ValVue 2.4’s dgn format.

View Saved Diag

ValVue 2.4 allows you to view previously saved diagnostic graphs and data. To view saved diagnostics:

1. Click "View Saved Diag.".2. ValVue 2.4 will launch an empty Diagnostic Graph. 3. To view a saved graph, click on "Select Curve"4. ValVue 2.4 will launch a dialog containing a list of signature

locations. 5. Choose the type of saved signature curve for viewing.6. Signatures saved in files will launch a Windows browser to locate

the file. 7. Once the signature curve is selected, the graph will displayed in the

Diagnostic Graph window.

Standard Actuator Signature (Std. Actuator Sig.)

The Standard Actuator Signature Test is a response time test that measures the time for the valve to go from full closed to full open and the time for the valve to go from full open to full closed. For an SVI II AP/AD this test measures the friction, spring range and response time.

To run the Standard Actuator Signature diagnostic:

1. Select "Std. Actuator Sig." on the Diagnostics Screen.2. Adjust the Speed Level if desired by clicking in the field and entering

a new value. The speed level is the rate of speed at which the test is performed, with "1" being the slowest and "10" being the fastest. (The default speed level is 4.)

3. Click on "Perform Diag"4. Save the signature to the SVI II AP and/or to a file.


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Figure 104 Performing Standard Actuator Signature Test

5. During the Standard Actuator Signature test, a dialog will be displayed indicating running time. You can also cancel the current or all tasks from this dialog.

Figure 105 Standard Actuator Signature Test Progress

Speed Level


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6. When ValVue 2.4 has completed the Standard Actuator Signature diagnostics a dialog will be displayed indicating the test is complete and the elapsed time for completion. To proceed click on "Continue".

Figure 106 Standard Actuator Signature Test Complete

7. During the Standard Actuator Signature test the positioner is slowly moved from the starting position to the ending position and back and the two curves (up and down) are measured and displayed in the Diagnostic Graph as shown in Figure 107 below.

Figure 107 Standard Actuator Signature Diagnostics Graph

Select Curve

Data PointsSelect curveSignature 1

Signature 2


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Diagnostic Graph Features

There are several features on the Diagnostic Graphs that allow you to view and save diagnostic data:

Show Data PointsShow Diagnostic InfoExport to ExcelCapture to ClipboardSelect Curve

Show Data Points

When you select "Show Data Points" the Diagnostic Graph will display a tick mark on the graph for all available data points as shown in Figure 107.

Export to Excel

When you select "Export to Excel", ValVue 2.4 launches Excel with the Diagnostic Graph data exported into an Excel spreadsheet. You must then save the data as an Excel file.

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

Capture to Clipboard

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


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Selecting Curves

ValVue 2.4 allows to view two positioner signatures in addition to the current signature. The two other signatures, represented by blue and black curves, can be displayed in the Diagnostic Graph.

To select a curve:

1. Click on "Select Curve" in the Diagnostic Graph window (see Figure 108 below).

Figure 108 Select Curve (Signature 1)

Select Curve

Select curveSignature 1

Signature 2


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

Figure 109 Select Curve Dialog

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

Figure 110 Select Baseline Signature from Dump File


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Show Diagnostic Info

Diagnostic Info launches a dialog that displays the diagnostic information gathered for the selected signatures.

To show diagnostic info:

1. In the Diagnostic Graph window, click on "Show Diagnostic Info" as shown in Figure 111 below. (The Diagnostic Graph shows the current curve and a selected saved curve, Signature 1, in blue.)

Figure 111 Show Diagnostic Info

2. ValVue 2.4 will launch the Diagnostic Information dialog that displays the data for the curves in the Diagnostic Graph. Click on "OK" to close the dialog.

Figure 112 Diagnostic Information


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Step Test

The Step Test produces a time vs. position graph where the valve is submitted to a stepped input. The graph can contain data for 2 to 60 seconds of data with data taken up to every 0.05 seconds. The step profile may contain multiple steps. To run a step profile, the user must enter the starting position, the ending position, the pause between each step, the step size, and whether or not to measure both up and down steps.

The step test will start at the starting position and will make steps according to the size specified in ‘step’ until the ending position is reached. For each step, the SVI II AP will measure the position at even time intervals for the amount of time specified in ‘time’. If 2-way is specified, when the end position is reached, the procedure is repeated from the end position to the start position. To run the Step Test:

1. In the Diagnostic Screen select "Step Test". The parameters necessary to run the Step Test will become active to the right of the Diagnostic Tests.

2. If necessary, adjust the following parameters:Start Position (%)Stop Position (%)Time (s)Sample Rate (samples/s)Step Size (%)One Way or Two Way

3. Click on "Perform Diag".

Figure 113 Step Test


117

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

Figure 114 Step Test Running

5. Upon completion of "Step Test" ValVue 2.4 will display a "Signature Complete" message. Click on "Continue" to close the dialog.

Figure 115 Step Test Complete


118

6. After closing the Step Test dialog, ValVue 2.4 will display the Step Test Diagnostic Graph shown in Figure 116 below.

7. When you are finished viewing/saving the graph (refer to “Diagnostic Graph Features” on page 112), click on "Close" to return to the Diagnostics Screen.

Figure 116 Diagnostics Graph for Step Test

Diagnostic Info for Step Test

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

Figure 117 Step Test Diagnostic Information (Diag Info)


119

Ramp Test

The Ramp Test produces a position vs. input signal graph for both increasing and decreasing signal. The signal is a simulated signal so linearity cannot be checked.

1. In the Diagnostic Screen select "Ramp Test". The parameters necessary to run the Ramp Test will become active to the right of the Diagnostic Tests.

2. If necessary, adjust the following parameters:Start Signal (mA)Stop Signal (mA)Number of Samples

3. Click on "Perform Diag".

Figure 118 Ramp Test


120

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

Figure 119 Ramp Test Running

5. Upon completion of Ramp Test Valvue 2.4 displays a Signature Complete message. Click on "Continue" to close the dialog.

Figure 120 Ramp Test Complete


121

6. After closing the Ramp Diagnostics dialog, ValVue 2.4 displays the Ramp Test Diagnostic Graph shown in Figure 121 below.

7. When you are finished viewing/saving the graph, click on "Close" to return to the Diagnostics Screen.

Figure 121 Ramp Test Diagnostic Graph


122

Extended Actuator Signature (Extended Act. Sig.)

The extended actuator signature slowly ramps the pressure to the actuator up and down over a user selected position range and measures the position vs. pressure. The signature is useful for determining valve friction and for identifying performance problems at specific valve positions.

To perform the Extended Actuator Signature Diagnostic test:

1. Select "Extended Act. Sig.2. Adjust the "Start Position", "Stop Position" and "Speed Level"

parameters if necessary.3. Click on "Perform Diag".

Figure 122 Performing Extended Actuator Signature Diagnostic Test


123

4. While the Extended Actuator Signature test is running, Valvue 2.4 displays a progress dialog.

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

Figure 123 Extended Actuator Signature Test Complete

6. After closing the Extended Actuator Diagnostics dialog, ValVue displays the Extended Actuator Diagnostic Graph shown in Figure 124 below.

7. When you are finished viewing/editing/saving the graph, click on "Close" to return to the Diagnostics Screen.

Figure 124 Extended Actuator Signature Test Diagnostic Graph

Diagnostics Screen Diagnostics Context Menu

124

DiagnosticsContext Menu

The Diagnostics context, right click menu is displayed below and contains the following selections:

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

Figure 125 Diagnostics Context Menu

Diagnostics Screen Diagnostics Context Menu

125

Reset Continuous Diagnostics

When you select "Reset Continuous Diagnostics" from the Diagnostics context menu, ValVue 2.4 displays the dialog shown in Figure 126 below. This will set the historical counters to "0".

To reset continuous diagnostics:

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

Figure 126 Diagnostics "Reset Continuous Diagnostics" Dialog

126

11Status Screen

What you can do on the Status Screen

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

On the Status Screen you can reset the Current Fault or All Faults (Current and Historical).

Figure 127 Status Screen

Status Screen Clear Current Faults

127

Clear Current Faults

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

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

Status Code List

Fault Definitions

The list below provides a definition for each indicated device fault

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

Status Screen Status Code List

128

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

Status Screen Status Code List

129

HART Device Status Command Bytes

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

Table 9 LCD Error MessagesLCD Description Action Cause

RESET Reset occurred due to command or power up. Always present after power up.

Warning Normal operation on power up always sets RESET. RESET is sent by HART communications. Use CLEAR ERR to remove warning

LOW POWER Input current < 3.6 mA Takes the device to low power

ACT ERR Positioner unable to position a valve normally Warning

AIR LOW Supply pressure is < 10 psi (.69 bar, 69 kPa). Otherwise I/P pressure is below 0.8 psi (.05 bar, 5.5 kPa)

Warning Mechanical or pneumatic problem

POS ERR The position error exceeds configured limit for more than configured time

Warning after T1 and Failsafe

Pneumatic/ mechanical, configuration, loose magnet

KEYBOARD LCD/Button Failure Warning Damaged buttons or LCD electronics

MARGN PWR Input signal is insufficient to proceed

CALIB ERR Calibrate failed Warning Invalid values for current calibration and input range by HART commands

STOP ERR Calibration error. Find STOPS was unsuccessful. Warning Configuration, calibration

TUNE ERR Auto tune failed Warning Mechanical or pneumatic problem causes tuning failure

STD DIAG A standard diagnostic procedure failed to complete Warning Pneumatic / mechanical, configuration

EXT DIAG An extended diagnostic procedure failed to complete Warning Pneumatic / mechanical, configuration

CMD STOP HART command aborted Warning Bad data range or data limitation

BIAS ERR Position algorithm error in output bias Warning Pneumatic/ mechanical

I/P LIMIT I/P current too high or too low Warning Electronic hardware

TEMP ERR Internal circuit temperature high (>80 deg. C, 176 deg. F) or low (<-40 deg. C, -40 deg. F)

Warning Environment

NVM ERR_R An FRAM record and its copy both have CRC errors Failsafe

RAM ERR RAM data item had a bad checksum Warning

FLASH ERR Flash memory failed checksum test Failsafe Flash memory failed checksum test

STACK ERR A valid hidden record (in RAM) existing upon reset indicating that a stack overflow had occurred

Warning

FCTRYMODE Factory mode failure Failsafe

NVM ERR-T An FRAM record and its copy both have CRC errors Warning

REF VOLT Temperature compensated I/P current is out of range Failsafe

POS SENSR Internal error in Hall Effect sensor Warning Electronic hardware

SIG SENSR Internal error in sensing of 4 - 20 mA Warning Electronic hardware

PRES1 ER Temperature compensated pressure sensor 1 reading is outside the range

Warning


Warning

PRES3 ER Temperature compensated pressure sensor 3 reading is outside the range or supply pressure recorded is >120 psi (8.28 bar, 828 kPa)

Warning

PRES4 ER Temperature compensated pressure sensor 4 reading is outside the range or pilot pressure recorded is >120 psi (8.28 bar, 828 kPa)

Warning


Warning

NVM ERR-W Writer to FRAM fails or data repairing in FRAM fails Warning

Status Screen Status Context Menu

130

Status Context Menu

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

Figure 128 Status Screen Context Menu

IRQ FAULT Valid hidden record (in RAM) existing upon reset that indicates that an illegal interrupt occurred

Warning

DATA ERR Internal software error data overrun Failsafe CPU/firmware

MCU ERR 1 Micro-Controller Self Check failed Failsafe

SW ERR Software self check error Failsafe CPU/firmware

Table 9 LCD Error MessagesLCD Description Action Cause

131

12Check Screen-

AdvancedTroubleshooting

What you can do on the Check Screen

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

Figure 129 Check Screen

Check Screen- Advanced Troubleshooting Information Displayed

132

InformationDisplayed

The Check Screen is used for troubleshooting and displays the operating parameters of the SVI II AP including:

Tag InformationPositionLower StopRaw Position Upper StopCurrent Raw SignalPressure readingBoard Temperature readingMinimum TemperatureMaximum TemperatureI/P ReadingSet I/P field

Check Context Menu

The Check context, right click menu is displayed Figure 130 on page 133 and described below.

When the user right clicks on the Check screen, a context menu appears. The following items will be on the menu.

Set I/P - Removes the valve from normal control and applies a constant signal (using the value in the Set I/P edit box) to the SVI II AP’s I/PUnSet I/P - Turns off Set I/P and returns the valve to normal controlFull Open - Moves the valve to full open. This command work by taking the valve out of closed loop control and send a high or low signal to the I/P. Full Closed - Moves the valve to full closed. This command works by taking the valve out of closed loop control and sends a high or low signal to the I/P. Detach Trend - Removes the trend display from the tabbed dialog and creates a separate trend displayHelp - Displays the on-line help at the Check screen instructions

Check Screen- Advanced Troubleshooting Set I/P

133

Set I/P Setting the I/P removes the valve from normal control and sends a constant, user defined signal to the I/P. This is useful for troubleshooting. This command is only available in Setup mode.

To set the I/P:

1. Enter a number between 1 and 55000 in the Set I/P edit box (see Figure 130 below).

2. Right click to pop up the context menu and select Set I/P (or use the Tools menu). The indicator should appear red.

To resume normal control, right click to pop up the context menu and select "UnSet I/P". Returning to Manual or Normal mode also returns the valve to control.

Figure 130 Check Screen Context Menu

Set I/P Edit Box

I/P Indicator

134

13Advanced Setup withValVue 2.4

Methods to Set Up the SVI II AP

There are two methods of setting up the SVI II AP with ValVue:

1. Run Setup Wizard from the Monitor Screen2. Advanced Setup of the SVI II AP by and advanced user

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

AdvancedSetup

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

Steps to Set Up SVI II AP

To set up the SVI II AP:

1. Configure the SVI II AP. Read and Set Configuration Parameters

2. Calibrate the SVI II AP. Run Find Stopsor

Manual Find StopsRun AutoTUNEView Calibration Parameters

Note: Before making any configuration or calibration changes ValVue 2.4 must be in "Setup" mode. If you need to change modes click on the "Change Mode" button, select "Setup" and click "OK".

Configuration Parameters

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

Advanced Setup with ValVue 2.4 Calibration Steps

135

CalibrationSteps

Run Find Stops

To determine valve position, the positioner must measure and save the closed and open positions of the valve. This can be done automatically by running the Find Stops procedure from the Calibrate screen.

The SVI II AP will first exhaust the actuator and measure the position, then fill the actuator and measure the position. From these measurements the valve position can be determined. Correction can be made for nominal valve travel if it is less than full travel. A progress screen is displayed while the find stops process is running.

To run Find Stops from the Calibrate screen:

1. Right click in the screen area until the Calibrate context menu appears. In the Calibrate context menu select “Run Find Stops”.

Figure 131 Selecting "Run Find Stops"


136

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

Figure 132 Starting "Run Find Stops"

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

Figure 133 Starting "Run Find Stops"


137

Manual Find Stops

On some actuators, it is possible that the automatic Find Stops procedure will not find the correct end positions of the travel. A semi-automatic method of calibrating the stop positions is provided.

When Manual Find Stops is selected, the valve will be moved to full closed and you will be asked to respond when the valve has reached the closed position. The valve will then be moved to full open and you will be asked to respond when the valve has reached the full open position.

For some valves where the travel exceeds the nominal travel of the valve, see “Open Stop Adjustment” on page 139 for details about how to trim the open stop.

To run Manual Find Stops:

1. In the Calibrate context menu, select "Manual Find Stops" as shown in Figure 134 below.

Figure 134 Selecting Manual Find Stops


138

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

Figure 135 Stroke Valve Dialog

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

Figure 136 Valve Closed Dialog


139

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

Figure 137 Valve Open Dialog

Open Stop Adjustment

Recomputes the position scale so that at the value entered in the open stop adjustment edit box as a percent of full stops, the position will read 100%

In some valves the travel exceeds the nominal valve travel. The SVI II AP allows the user to compensate for this so that the valve position reads 100% at the nominal travel.

To make this correction, enter 100 in the Open Stop Adjustment edit box and select Find Stops from the context menu. This will calibrate the position with the full travel of the valve. Return to the manual mode and adjust the valve to its nominal travel and note the position reading. Return to Calibrate mode, enter the position that was measured at nominal travel into the Open Stop Adjustment edit box and select Open Stop Adjustment from the menu. The valve will now read 100% at the nominal travel of the valve.

Figure 138 Open Stop Adjustment Diagram

Full Travel

After Open Stop

Before Open Stop

0

100%

4 mA

20 mA

0

100%

4 mA

20 mA

Advanced Setup with ValVue 2.4 Tri-Loop Configuration

140

Tri-Loop Configuration

Here’s a simplified schematic showing the connection between the SVI II a Tri-Loop and a control system.

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

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

Figure 139 Tri-Loop Configuration

TRI-LOOPMODEL 333d or 333u

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

Comm Burst Input- + - +

SVI II

+ -

Loop Power

4-20mAAnalogOutput

AnalogInput

+ - + -24Vdc

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

TRI-LOOP SetupHART address =1CHANNEL = ENABLEVariable = PVUpper Range Value = 100Lower Range Value = 0Units: %

250ohm

Advanced Setup with ValVue 2.4 Tri-Loop Configuration

141

142

AReferences

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

ValVue 2.4 LicensingAgreement

END-USER LICENSE AGREEMENT FOR Dresser Masoneilan SOFTWARE

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

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

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

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

References Supported HART Modems

143

Software, at the election of Dresser Masoneilan, which remedy shall be your exclusive remedy for such errors, malfunctions or defects.

DRESSER MASONEILAN MAKES NO OTHER REPRESENTATIONS OR WARRANTIES, EXPRESS OR IMPLIED, INCLUDING THE WARRANTY OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE, WITH RESPECT TO THE SOFTWARE AND ASSOCIATED DOCUMENTATION.

IN NO EVENT SHALL DRESSER MASONEILAN BE LIABLE TO YOU FOR INDIRECT, SPECIAL INCIDENTAL OR CONSEQUENTIAL DAMAGES (WHETHER DENOMINATED IN CONTRACT, TORT, STRICT LIABILITY IN TORT, NEGLIGENCE OR OTHER THEORIES) OR FOR LOST PROFITS OR INCREASED EXPENSES ARISING OUT OF THIS AGREEMENT OR THE USE OF THE SOFTWARE AND ASSOCIATED DOCUMENTATION.

IN NO EVENT SHALL TOTAL LIABILITY OF DRESSER MASONEILAN FOR DAMAGES TO YOU EXCEED THE SUM PAID BY YOU TO DRESSER MASONEILAN FOR THE SOFTWARE AND ASSOCIATED DOCUMENTATION.

SupportedHART Modems

Listed below are the HART modems supported by ValVue 2.4.

Supports MacTek Viator RS232 HART modem model 010001Supports MacTek Viator USB HART modem model 010031.Supports Micriolink RS232 HART modem model 101-0005Supports Microlink USB HART modem model 101-0007.Supports E & H USB HART modem mdeol FXA-191-S1Supports MTL Multiplexor.model 4841.

References Technical Release Notes

144

Technical Release Notes

ValVue 2.4 technical release notes are provided below.

Page 1 of 6

Masoneilan®

North American Operations

ValVue2 Version 2.42.0 Family Software Release Notes8/9/2006

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

TOPICS=================

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


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I. Family Software Overview

The ValVue ® 2.42 software package provides a powerful interface to Masoneilan’s Smart Valve Interfaces, the Model 12300 Digital Level Transmitter (HDLT), and other HART® instruments. This release supports SVI® models SVI®, SVI® II, and SVI® II AP.

ValVue2 2.42 Family Software product is designed to be deployed in a variety of computer environments. The family consists of the following deployable software products, each with its own installer. Different products are allowed to coexist on the same machine.

The following describes the nature of each product.

1. Stand alone Software

- ValVue2 ver 2.42 Full Edition A Dresser software version that runs in a standalone environment. This software requires license and Software Registration. It may be used for 60 days prior to registration.

- ValVue2 ver 2.42 Lite Edition A Dresser software version with limited features that runs in a standalone environment. This software does not require Software Registration.

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

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


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I. Software Registration Requirement

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

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

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

Software Registration is only available via email.

Software Registration Desk Email Address: [email protected]


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II. Supported Devices

SVI – Firmware Revision 108 or earlier SVI II – Firmware Revision 125 or earlier SVI II AP – Firmware Revision 311 HDLT 4.11, 4.12, 5.11, 6.11

III. New Features

1. Standalone Software Only- Supports an expanded list of HART modems and MUX.

- See Section X. 2. ValVue2 ver 2.42 Full Edition Only- Report templates are available in German, Spanish, French & Italian.

3. Valvue2 ver 2.42 AMS Snap-On - Supports user administration similar to standalone ValVue2.

IV. Improvements

1. All Products

- Improved HART communication to work with HART modems from different manufacturers

- Better handling of burst mode. - In the connected devices page the text for SVI II AP device type used to be

SVI2A. This has been changed to show SVI2AP to be consistent with the product name.

- The latest version of Instruction manual for ValVue2 is included in ValVue2 ver 2.42.

- In ValVue2 for SVI II AP, in status page, if user wants to clear the current faults or all faults, a confirmation window appears to reconfirm with the user before clearing the faults.

2. Plug In Software - PRM Plug-In ValVue2 ver 2.42 is now compatible with the latest versions of

PRM (ver 2.2 – ver 3.0).


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V. Bug Fixes

1. All Products - Command 0 was returning 0 for Hardware revision for SVI II, where as the

actual hardware revision was 1.Fixed this bug. - Autotune from setup wizard in ValVue2 offline for SVI II kept running in Ver

2.40. We have fixed this so that it completes the auto tune. This feature is useful during demonstration.

- Autotune from setup wizard in Valvue2-offline for SVI II AP gives error message “The measurement process can not be started”. This bug is fixed so that setup wizard completes auto tune. This is helpful during demonstration.

- The two timers in setup wizard – Elapsed Time (Task) and Elapsed Time (Total) showed the same time in ver 2.40. This has been fixed and they show the correct values.

- In ver 2.40, after registering the software, if a user continues to ValVue2 and tries to open any offline device there was an error message stating “device not supported”. This happened only the very first time after registering. Closing and relaunching ValVue2 fixed the problem. This bug has been fixed in version 2.42

- In version 2.40 the manual find stops was not working for SVI. This bug has been fixed.- In version 2.40 for SVI II-3 (advanced diagnostics) the “Pressure” label and value were

not shown in the monitor tab. This has been fixed to show the pressure in monitor tab for SVI II-3.

- In version 2.42 for SVI II AP, the algorithm for calculating linearity, in positioner signature, has been modified to handle different signal range

- In version 2.42 for SVI II, the algorithm for calculating linearity, in positioner signature, has been modified to handle different signal range

VI. Known Issues

1. All Products

1. The HELP file for SVI II AP may not have updated information. - Refer to the Instruction Manual

2. MTL MUX with scanning enabled interferes with a modem connected locally.


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VII. Windows OS Platform Requirement

1. Standalone Software Windows 2000 Windows XP

2. Plug-In Software Windows 2000 Windows XP

VIII. Software Backward Compatibility (All Products)

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

supported device types and revisions.

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

(End of Document)

References Notes

150

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

References Notes

151

References Notes

152

DIRECT SALES OFFICE LOCATIONS

Copyright 2007 Dresser, Inc. All rights reservedValVue 2.4 EW1003 03/07

BELGIUMDRESSER VALVES EUROPEBOULEVARD DU SOUVERAIN 207 B2 VORSTLAAN,B-1160 BRUSSELS, BELGIUMPHONE: +32-2-344-0970FAX: +32-2-344-1123

BRAZILDRESSER INDUSTRIA E COMERCIO LTDADIVISAO MASONEILANRUA FUNCHAL, 129 - CONJ. 5A04551-060 - SAO PAULO - SP BRAZILPHONE: 55-11-2146-3600FAX: 55-11-2146-3610

CANADAALBERTADRESSER DI CANADA INC.SUITE 450, 603 - 7TH AVENUE S.W.CALGARY, ALBERTA, CANADA T2P 2T5PHONE: 403-630-9954FAX: 403-265-6995

ONTARIODRESSER - MASONEILANDI CANADA, INC.835 HARRINGTON COURT, 2ND FLOORBURLINGTON, ONTARIO L7N 3P3, CANADAPHONE: 905-335-3529FAX: 905-336-7628

CHINADRESSER FLOW SOLUTIONSBEIJING REP. OFFICESUITE 1703, CAPITAL MANSION6 XINYUANNAN RD. CHAOYANG DISTRICTBEIJING 100004, CHINAPHONE: +86-10-8486-4515FAX: +86-10-8486-5305

FRANCEMASONEILAN - DRESSER PRODUITS INDUSTRIELSENERGY 5130/190 BOULEVARD DE VERDUN92413 COURBEVOIE CEDEX, FRANCEPHONE: +33-1-4904-9000FAX: +33-1-4904-9010

DRESSER PRODUITS INDUSTRIELS S.A.S.,MASONEILAN CUSTOMER SERVICE CENTRE55 RUE DE LA MOUCHE, ZONE INDUSTRIELLE69540 IRIGNY, FRANCEPHONE: +33-4-72-39-06-29FAX: +33-4-72-39-21-93

GERMANYDRESSER VALVES EUROPE GMBHHEILIGENSTRASSE 75VIERSEN D-41751, GERMANYPHONE: +49-2162-8170-0FAX: +49-2162-8170-280

DRESSER VALVES EUROPE GMBHUHLANDSTRASSE 5860314 FRANKFURT, GERMANYPHONE: +49-69-439350FAX: +49-69-4970802

INDIADRESSER VALVE INDIA PVT. LTD.305/306, "MIDAS", SAHAR PLAZAMATHURDAS VASANJI ROADJ.B. NAGAR, ANDHERI EASTMUMBAI, 400059, INDIAPHONE: +91-22- 8354790FAX: +91-22-8354791DRESSER VALVE INDIA PVT. LTD.205, MOHTA BUILDING4 BHIKAIJI CAMA PLACENEW DELHI, 110 066, INDIAPHONE: +91-11-2-6164175FAX: +91-11-5-1659635

ITALYDRESSER ITALIA S.R.L.MASONEILAN OPERATIONSVIA CASSANO, 7780020 CASAVATORE, NAPOLI ITALYPHONE: +39-081-7892-111FAX: +39-081-7892-208

JAPANNIIGATA MASONEILAN CO. LTD. (NIMCO)20TH FLOOR, MARIVE EAST TOWERWBG 2-6 NAKASE, MIHAMA-KU,CHIBA-SHI, CHIBA 261-7120 JAPANPHONE: +81-43-297-9222FAX: +81-43-299-1115

KOREADRESSER KOREA INC.2109 KUK DONG BUILDING60-1, CHOONGMOO-RO 3-KAJOONG-GU, SEOUL, KOREA 100-705PHONE: +82-2-2274-0748FAX: +82-2-2274-0720

KUWAITDRESSER FLOW SOLUTIONSMIDDLE EAST OPERATIONS10TH FLOOR, AL RASHED COMPLEXFAHAD SALEM STREET, P.O. BOX 242SAFAT, 13003, KUWAITPHONE: +965-9061157FAX: +965-3987879

MALAYSIADRESSER FLOW SOLUTIONSBUSINESS SUITE, 19A-9-1, LEVEL 9UOA CENTRE, NO. 19, JALAN PINANG50450 KUALA LUMPUR, WEST MALAYSIAPHONE: +60-3-2161-0322FAX: +60-3-2163-3612

MEXICODRESSER VALVE DE MEXICO, S.A. DE C.V.HENRY FORD NO. 114, ESQ. FULTONFRACCIONAMIENTO INDUSTRIAL SAN NICOLAS54030 TLALNEPANTLA ESTADO DE MEXICOPHONE: 52-5-310-9863FAX: 52-5-310-5584

THE NETHERLANDSDRESSER VALVES EUROPESTEENHOUWERSTRAAT 113194 AG HOOGVLIET, THE NETHERLANDSPHONE: +31-10-438-4122FAX: +31-10-438-4443

RUSSIADS CONTROLSNEKHINSKAYA STREET, 61VELIKY NOVGORODRUSSIA, 173021PHONE: +7-8162-15-7898FAX: +7-8162-15-7921

DRESSER MOSCOWDERBENEVSKAYA ULITSA 1BUILDING 3, OFFICE 17115114 MOSCOW, RUSSIAPHONE: +7 495-585-1276FAX: +7 495-585-1279

SAUDI ARABIADRESSER AL RUSHAIDVALVE & INSTRUMENT CO., LTD. (DARVICO)P.O. BOX 10145JUBAIL INDUSTRIAL CITY 31961, SAUDI ARABIAPHONE: +966-3-341-0278FAX: +966-3-341-7624

SINGAPOREDRESSER SINGAPORE PTE LTD.16 TUAS AVENUE 8SINGAPORE 639231PHONE: +65-6-6861-6100FAX: +65-6-6861-7172

SOUTH AFRICADRESSER LIMITEDP.O. BOX 223416 EDENDALE ROADEASTLEIGH, EDENVALE 1610REPUBLIC OF SOUTH AFRICAPHONE: +27-11-452-1550FAX: +27-11-452-6542

SOUTH & CENTRAL AMERICA ANDTHE CARIBBEANDRESSER MASONEILAN16240 PORT NORTHWEST DRIVEHOUSTON, TX 77041PHONE: 832-590-2303FAX: 832-590-2529

SPAINMASONEILAN S.A.C/MURCIA 39 C08830 SANT BOI DE LLOBREGATBARCELONA, SPAINPHONE: +34-93-652-6430FAX: +34-93-652-6444

UNITED ARAB EMIRATESDRESSER FLOW SOLUTIONSMIDDLE EAST OPERATIONSP.O. BOX 61302ROUNDABOUT 8UNITS JA01 & JA02JEBEL ALI FREE ZONEDUBAI, U. A. E.PHONE: +971-4-8838-752FAX: +971-4-8838-038

UNITED KINGDOMDI U.K. LTD.EAST GILLIBRANDSSKELMERSDALE,LANCASHIRE WN8 9TU, ENGLANDPHONE: +44-1695-52600FAX: +44-1695-52601

DI U.K. LTD.UNIT 4, SUITE 1.1, NOBEL HOUSEGRAND UNION OFFICE PARKPACKET BOAT LANEUXBRIDGE, MIDDLESEX UB8 2GHPHONE: +44-1895-454-900FAX: +44-1895-454-919

UNITED STATESDRESSER - MASONEILAN85 BODWELL STREETAVON, MA 02322-1190PHONE: 508-586-4600FAX: 508-427-8971

DRESSER - MASONEILAN4841 LEOPARD STREETCORPUS CHRISTI, TX 78408-2621PHONE: 361-881-8182FAX: 361-881-8246

DRESSER - MASONEILANDRESSER DIRECT1250 HALL COURTDEER PARK, TX 77536PHONE: 281-884-1000FAX: 281-884-1010

DRESSER FLOW SOLUTIONS(CONTRACTOR SALES)16240 PORT NORTHWEST DRIVEHOUSTON, TX 77041PHONE: 832-590-2303FAX: 832-590-2529

DRESSER - MASONEILAN12015 MORA DRIVE, UNIT 2SANTA FE SPRINGS, CA 90670PHONE: 562-941-7610FAX: 562-941-7810

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