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11.

Checklists

11.1.

Commissioning checklist

Table 21: Checklist 1

⎕ ✓

1. Actuator and actuator controls are correctly wired?

⎕ ✓

2. Limit and torque switching set?

⎕ ✓

3. Safety function (depending on the configuration) checked in accordance with the
proof test checklists?

Yes

 No

4. Commissioning of basic settings (standard control) performed in accordance with
the operation instructions?

☒ ✓

 = Done

11.2.

Proof test checklists

If the proof test is performed according to proof test checklists, the pertaining
NOTICES contained in the <Tests and maintenance> chapter have to be observed.

11.2.1.

Safe ESD safety operation (Safe OPENING/CLOSING) – irrespective of the selected control unit

Proof test checklist for version or configuration:

Safe ESD function “Safe CLOSING” (Safe ESD in direction CLOSE)

Safe ESD function “Safe OPENING” (Safe ESD in direction OPEN)

Irrespective of type of seating

Also valid for combination of Safe ESD with Safe STOP.

Table 22: Checklist 2

Configuration
Safe OPENING (Safe ESD in direction OPEN)

Configuration
Safe CLOSING (Safe ESD in direction CLOSE)

⎕ ✓

1. Is actuator in mid-position or at sufficient distance
from the end positions?

⎕ ✓

1. Is actuator in mid-position or at sufficient distance
from the end positions?

⎕ ✓

2. Operation command in direction CLOSE executed?

⎕ ✓

2. Operation command in direction OPEN executed?

⎕ ✓

3.

Safe ESDa

 and 

Safe ESDb

 input signals

set to 0 V (low)?

⎕ ✓

3.

Safe ESDa

 and 

Safe ESDb

 input signals

set to 0 V (low)?

Yes

 No

 Check actuator reaction:

Does actuator stop and run in direction OPEN up to
end position OPEN?

Yes

 No

 Check actuator reaction:

Does actuator stop and run in direction CLOSE up to
end position CLOSED?

Yes

 No

 Check SIL module signal behaviour:

No SIL fault signal?

SIL failure

 output (NC contact) = open)

Yes

 No

 Check SIL module signal behaviour:

No SIL fault signal?

SIL failure

 output (NC contact) = open)

⎕ ✓

4.

Safe ESDa

 and 

Safe ESDb

 input signals

set to +24 V DC (high)?

⎕ ✓

4.

Safe ESDa

 and 

Safe ESDb

 input signals

set to +24 V DC (high)?

☒ ✓

 = Executed

☒ Yes

 = Condition met

☒ No

 = Condition not met

If the answer to one of the questions is no, the safety instrumented system must be checked.

11.2.2.

SIL fault signal “Actuator monitoring” – irrespective of the selected control unit

Proof test checklist for version or configuration:

Safe ESD function “Safe CLOSING” (Safe ESD in direction CLOSE)

Safe ESD function “Safe OPENING” (Safe ESD in direction OPEN)

Irrespective of type of seating

Also valid for combination of Safe ESD with Safe STOP.

46

 Part-turn actuators

Checklists

 with AC 01.2-SIL/ACExC 01.2-SIL

Summary of Contents for AC 01.2-SIL

Page 1: ...Part turn actuators SQ 05 2 SQ 14 2 SQR 05 2 SQR 14 2 SQEx 05 2 SQEx 14 2 SQREx 05 2 SQREx 14 2 with actuator controls AC 01 2 SIL ACExC 01 2 SIL SIL version Functional safety Manual...

Page 2: ...d concepts 7 2 Application and validity 7 2 1 Range of application 7 2 2 Standards 7 2 3 Valid device types 8 3 Architecture configuration and applications 8 3 1 Architecture actuator sizing 9 3 2 Con...

Page 3: ...limit and torque 37 8 4 10 Check Safe STOP function 37 8 4 11 Check combination of Safe ESD and Safe STOP function 38 8 5 Maintenance 39 9 Safety related figures 39 9 1 Determination of the safety re...

Page 4: ...unction irrespective of the selected control unit 52 11 2 10 Combination of Safe ESD and Safe STOP irrespective of the selected control unit 55 Index 4 Part turn actuators Table of contents with AC 01...

Page 5: ...tectable dangerous failures Safe Failure Fraction SFF Average probability of dangerous fail ures on demand of a safety function Average Probability of dangerous Fail ure on Demand PFDavg Ability of a...

Page 6: ...pe B Actuator controls can be regarded as type A devices if all of the following conditions are met for all components required to achieve the safety instrumented function The failure modes for all co...

Page 7: ...rrent AC 01 2 in SIL version SQ 05 2 SQ 14 2 3 phase AC current AC 01 2 in SIL version SQR 05 2 SQR 14 2 3 phase AC current ACExC 01 2 in SIL version SQEx 05 2 SQEx 14 2 3 phase AC current ACExC 01 2...

Page 8: ...ctuator controls However this signal is not part of the certification by T V Nord Please refer to the specific safety manual for details regarding this signal For SIL seating no seating without end po...

Page 9: ...or no seating for safety operation Power supply Information The plant operator is responsible for power supply 3 2 Configuration setting version Configuration setting of safety related functions is d...

Page 10: ...protection assessment Table 7 Configuration options for motor protection assessment Short description Configuration SIL motor protection Tripping of the motor protection thermal fault stops or prevent...

Page 11: ...other elements with sufficient self locking within the gear train or if acceptable from a process and safety point of view selecting Forced limit seating in end position as safety function 3 4 Operati...

Page 12: ...40 C the lambda values have to be incremented by a safety factor For an average temperature of 60 C this factor is specified to 2 5 For environmental tests actuator and actuator controls were subjecte...

Page 13: ...e g an actuator safety figures are determined These figures are used to assign the devices to a potential safety integrity level SIL The final classification of the safety instrumented system can onl...

Page 14: ...ble to perform the safety function SIL fault SIL ready For detailed information on safe inputs and outputs refer to Configuration setting version chapter and Installation chapter 4 4 Redundant system...

Page 15: ...G of a pressure vessel using the Safe ESD function The standard PLC controls the entire system A system fault occurs if excessive pressure is generated within the system In this case the safety PLC im...

Page 16: ...ion safety preventing hazards to persons and systems is of utmost importance for locks Once the lock closes no boats must be between the gates Otherwise the Safe STOP function e g via EMERGENCY Stop b...

Page 17: ...esentation The representation below shows the simplified design of an AC 01 2 ACExC 01 2 in SIL version Figure 8 Simplified system representation 17 Part turn actuators with AC 01 2 SIL ACExC 01 2 SIL...

Page 18: ...y functions are connected via the SIL module integrated in the AC 01 2 ACExC 01 2 actuator controls The SIL fault must be connected to an input compatible with the required SIL level of a safety PLC a...

Page 19: ...38 Reference potential for Safe STOP OPEN 0 V XK 15 XK 40 NO contact of SIL fault signal SIL ready XK 14 XK 39 NC contact of SIL fault signal SIL failure XK 16 XK 42 Reference potential for SIL fault...

Page 20: ...en switching on default 24 V DC If the actuator is operated over a longer period for several hours while the motor is disengaged this entails considerable wear of the actuator Worst case would be acci...

Page 21: ...on of IEC 61508 2 2010 7 4 9 5 b This is the responsibility of the operator who will have to take appropriate and suitable measures Please contact us if you need support in identifying suitable measur...

Page 22: ...ault Figure 10 Safety function and SIL fault indication status Status Status indications on display Safe ESD function Safe OPENING CLOSING is active Actuator is operated in the configured direction CL...

Page 23: ...the standard functions Self retaining Local M0076 OPEN CLOSE Self retaining Remote M0100 OPEN CLOSE If one of these configurations is selected in the standard controls the controls generates the SIL c...

Page 24: ...th overload protection configuration The Safe ESD safety function cannot be executed If the fault is triggered during safety operation operation is stopped Once the cause for the torque fault has been...

Page 25: ...defect at the actuator Contact AUMA service Actuator monitoring Actuator locked during manual operation Possible defect at actuator The Safe ESD safety function can be executed A SIL fault is indic a...

Page 26: ...ion Status signals via fieldbus are not part of a safety function They may not be integrated in a safety related system They can be used as additional information on the standard PLC for example Signa...

Page 27: ...e output contact of the SIL module SIL failure To ensure the safety figures of the Safe ESD safety function the device has to be controlled at least once per month via the standard controls including...

Page 28: ...bort 954 of the standard actu ator controls are signalled to the safety PLC via digital outputs of the standard actuator controls or from the BPCS PLC when using a fieldbus interface For this imperati...

Page 29: ...or actuators with electronic control unit and limit switches 7 Check Safe ESD reaction to Forced torque seating in end position torque after limit evaluation 8 Check Safe ESD reaction for no seating n...

Page 30: ...he configured type of seating is indicated in the wiring diagram page 2 For actuators with SIL seating no seating Interrupt safety operation be fore reaching the end position Set Safe ESDa Safe ESDb i...

Page 31: ...Safe ESD function Safe OPENING Safe ESD in direction OPEN Test procedure In order to protect against overheating and impermissibly high surface temperatures at the actuator PTC thermistors or thermos...

Page 32: ...Safe ESD function Safe OPENING Safe ESD in direction OPEN Configuration of SIL seating Limit seating with overload protection Safety operation is stopped by limit switch tripping and or torque switch...

Page 33: ...ion Turn test button 2 in direction of the TSO arrow The safety function reaction to the torque switch signals is correct if Safety operation is stopped A SIL fault signal is issued via the SIL failur...

Page 34: ...d limit switches Configuration This test is required for the following versions or configurations Actuator with electronic control unit and limit switches One of the following safety functions Safe ES...

Page 35: ...to the end position of the con figured Safe ESD function until limit switch in end position trips 2 Open the switch compartment Check seating via torque and limit switches 3 Operate torque switches an...

Page 36: ...control unit with limit switches steps 6 9 are obsolete 1 Operate actuator in mid position or at sufficient distance from end positions 2 Open the switch compartment 3 Initiate safety operation Set S...

Page 37: ...via DCS and from Local at the controls via the push buttons of the local controls 3 Cancel release signals for directions CLOSE and OPEN one after the other 3 1 First set Safe STOP CLOSE input signal...

Page 38: ...D in direction OPEN configuration Set Safe STOP OPEN input signal to 0 V low 3 Initiate safety operation Set Safe ESDa and Safe ESDb input signals to 0 V low Safety function is correct if the actuator...

Page 39: ...e actuators only represent a part of the overall safety function the actuator PFD should not account for more than approx 25 of the permissible total value PFDavg of a safety function This results in...

Page 40: ...system For this reason the following data is used for calculation PTC 90 proof test coverage rate T1 1 year proof test interval h T2 10 years requirement interval lifetime h MRT 72 hours mean repair...

Page 41: ...HFT 1 SIL 2 HFT 0 SIL 3 HFT 1 SIL capability including detected annunciation failures AD failures in diagnostic function 1 Table 11 SQ 2 series with AC 01 2 actuator controls in SIL version SQ 05 2 SQ...

Page 42: ...capability including detected annunciation failures AD failures in diagnostic function 1 Table 14 SQEx 2 series with ACExC 01 2 actuator controls in SIL version SQEx 14 2 SQREx 14 2 Switchgear versio...

Page 43: ...FT 1 SIL 2 HFT 0 SIL 3 HFT 1 SIL capability including detected annunciation failures AD failures in diagnostic function 1 Table 17 SQ 2 series with AC 01 2 controls in SIL version with heating system...

Page 44: ...DC 1 84 x 10 3 2 33 x 10 3 PFDavg TProof 1 Jahr 1001 1 88 x 10 4 2 19 x 10 4 PFDavg TProof 1 Jahr 1002 SIL 2 HFT 0 SIL 3 HFT 1 SIL 2 HFT 0 SIL 3 HFT 1 SIL capability including detected annunciation f...

Page 45: ...10 SIL Certificate 45 Part turn actuators with AC 01 2 SIL ACExC 01 2 SIL SIL Certificate...

Page 46: ...n mid position or at sufficient distance from the end positions 2 Operation command in direction CLOSE executed 2 Operation command in direction OPEN executed 3 Safe ESDa and Safe ESDb input signals s...

Page 47: ...end positions 1 Is actuator in mid position or at sufficient distance from the end positions 2 Selector switch in position 0 OFF 2 Selector switch in position 0 OFF 3 Simulation value Thermal test se...

Page 48: ...E to end position OPEN and then to end position CLOSED 5 2 Actuator operated via local controls or from RE MOTE to end position OPEN and then to end position CLOSED 5 3 Actuator operated to mid positi...

Page 49: ...ed in direction of the LSC arrow Yes No Check actuator reaction Safety operation stopped Yes No Check actuator reaction Safety operation stopped 5 1 Safe ESDa and Safe ESDb input signals set to 24 V D...

Page 50: ...combination of Safe ESD with Safe STOP Table 28 Checklist 8 Configuration Safe OPENING Safe ESD in direction OPEN Configuration Safe CLOSING Safe ESD in direction CLOSE 1 Actuator operated to end posi...

Page 51: ...o end position OPEN and then to end position CLOSED 5 2 Actuator operated via local controls or from RE MOTE to end position OPEN and then to end position CLOSED 5 3 Actuator operated to mid position...

Page 52: ...questions is no the safety instrumented system must be checked 11 2 10 Combination of Safe ESD and Safe STOP irrespective of the selected control unit Proof test checklist for version or configuratio...

Page 53: ...53 Part turn actuators with AC 01 2 SIL ACExC 01 2 SIL...

Page 54: ...54 Part turn actuators with AC 01 2 SIL ACExC 01 2 SIL...

Page 55: ...RT Mean Repair Time 6 MTBF 5 MTTR Mean Time To Restor ation 6 N Not ready REMOTE indica tion on display 22 O Operation 20 Operation mode 11 P Partial Valve Stroke Test PVST 27 PFD 5 PFD for actuator 3...

Page 56: ...er GmbH Co KG P O Box 1362 DE 79373 Muellheim Tel 49 7631 809 0 Fax 49 7631 809 1250 info auma com www auma com Y006 433 003 en 1 22 For detailed information on AUMA products refer to the Internet www...

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