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28  

EB 8387-5 EN

Mounting and start-up

Mounting and start-up

Risk of malfunction due to incorrect sequence 
of mounting, installation and start-up.
Observe the prescribed sequence.

 

Î

Sequence:

1. Remove the protective caps from the 

pneumatic connections.

2. 

Mount the positioner on the valve.

 

Î

Section 5.3 onwards

3. 

Perform pneumatic installation.

 

Î

Section 5.9 onwards

4. Perform electrical installation.

 

Î

Section 5.11 onwards

5. 

Perform settings.

 

Î

Section 7 onwards

Excessively high pressures will damage the 

positioner.

For actuators with less than 240 cm² dia-

phragm area, install a signal pressure re

-

striction (see accessories, Table 5).

5.1  Mounting position

Risk of damage to the positioner due to in-

correct mounting position.

 

Do not mount the positioner with the back 

of the device facing upward.

 

Do not seal or restrict the vent opening 
when the device is installed on site.

 

Î

Observe mounting position (see Fig. 3).

 

Î

Do not seal or restrict the vent opening 
(see Fig. 2) when the device is installed 

on site.

5.2 

Lever and pin position

The positioner is adapted to the actuator and 
to the rated travel by the lever on the back of 
the positioner and the pin inserted into the 
lever.
The travel tables on page 20 show the 
maximum adjustment range at the position-
er. The travel that can be implemented at the 
valve is additionally restricted by the selected 
fail-safe position and the required compres-
sion of the actuator springs.
The positioner is equipped with the M lever 
(pin position 35) as standard (see Fig. 4).

On exchanging the lever:

 

Î

Move the newly mounted lever once all 
the way as far as it will go in both direc-
tions to adapt it to the internal measuring 
lever.

NOTICE

!

NOTICE

!

NOTICE

!

Summary of Contents for 3731-5

Page 1: ...Translation of original instructions EB 8387 5 EN Firmware version 1 63 Edition November 2018 Type 3731 5 Electropneumatic Ex d Positioner With FOUNDATION fieldbus communication EB CD...

Page 2: ...ter sales Service Department aftersalesservice samson de The mounting and operating instructions for the devices are included in the scope of delivery The latest documentation is available on our webs...

Page 3: ...Fixing levels according to VDI VDE 3845 September 2010 26 4 Measures for preparation 27 4 1 Unpacking 27 4 2 Transporting 27 4 3 Storage 27 5 Mounting and start up 28 5 1 Mounting position 28 5 2 Lev...

Page 4: ...Initialization based on maximum range MAX 58 7 5 2 Initialization based on nominal range NOM 59 7 5 3 Initialization based on a manually selected range MAN 61 7 5 4 Substitute calibration SUB 63 7 6 Z...

Page 5: ...2 Certificates 80 12 3 Code list 81 12 4 Error codes 93 12 5 Select characteristic 100 The functions of the EXPERTplus Valve Diagnostics are described in the Operating Instructions u EB 8389 EB 8389 i...

Page 6: ...es Reasonably foreseeable misuse The Type 3731 5 Positioner is not suitable for the following applications Use outside the limits defined during sizing and by the technical data Furthermore the follow...

Page 7: ...t prevent hazards that could be caused in the control valve by the process medium the operating pressure the signal pres sure or by moving parts by taking appropriate precautions They must observe all...

Page 8: ...ore putting it back into operation Document the passing of the routine test by attaching a mark of conformity to the device Referenced standards and regulations The device with a CE marking fulfills t...

Page 9: ...tallation operation or maintenance of the positioner must only performed by per sonnel who has undergone special training or instructions or who is authorized to work on explosion protected devices in...

Page 10: ...is powered over the bus line Only use a current source and never a voltage source Incorrect assignment of the terminals will damage the positioner and will lead to mal function For the positioner to f...

Page 11: ...irmware Var ID 10 Serial no 9 1 Communication Profile Class Physical Layer Class Supply max Fieldbus 0044 Option Output NPT Supply A B C 2 3 6 6 7 Model 3731 5 8 6 1 Communication profile 2 Physical l...

Page 12: ...Groups IIB H2 Class I Div 1 2 Groups E F G Class III Class I Zone 1 Group IIB H2 T4 T6 Class I Div 1 2 Groups B C D T4 T6 Class II Div 1 Groups E F G 2 3 JIS Ex d IIC T6 2 7 Option additional equipmen...

Page 13: ...ITK 6 2 0 Diagnostics specification according to FF 912 Additional function blocks AI Analog Input 2x DO Digital Output K 3 04 Optimized readout of PST and PST graphics over the FF communication netwo...

Page 14: ...a constant air flow to the atmosphere which is used to flush the inside of the positioner housing and to optimize the air capacity booster 7 The i p converter 6 is supplied with a constant upstream pr...

Page 15: ...or 3 PD controller 4 Interface module IEC 61158 2 5 Microcontroller 6 i p converter 7 Air capacity booster 8 Pressure regulator 9 Flow regulator 16 Display 17 Actuation of forced venting optional 19 D...

Page 16: ...of the binary input can be indicated over the FOUNDATION fieldbus net work 3 2 Communication The positioner is controlled completely by digital signal transmission according to FOUNDATION fieldbus spe...

Page 17: ...Pressure gauge bracket 7 G 1400 7458 NPT 1400 7459 Pressure gauge mounting kit 8 up to max 6 bar output supply Stainless steel brass 1402 0938 Stainless steel stainless steel 1402 0939 1 Only new swit...

Page 18: ...section 5 5 Travel in mm Lever For actuator Order no 7 5 S Type 3271 5 with 60 120 cm on Type 3510 Micro flow Valve 1402 0478 5 to 50 M1 Actuators from other manufacturers and Type 3271 120 to 700 cm...

Page 19: ...1400 7458 NPT 1400 7459 Pressure gauge mounting kit up to max 6 bar output supply Stainless steel brass 1402 0938 Stainless steel stainless steel 1402 0939 Table 5 General accessories Designation Orde...

Page 20: ...0 0 M 50 Table 8 Attachment according to IEC 60534 6 see section 5 5 SAMSON valves with Type 3271 Actuator Adjustment range at positioner 1 Other control valves Required lever Assigned pin position Ac...

Page 21: ...g to Interoperability Test Kit ITK 6 2 0 Execution times AO FB 30 ms DI FB 20 ms PID 40 ms Local SAMSON SSP interface and serial interface adapter Software requirements SSP TROVIS VIEW with database m...

Page 22: ...25 up to 2000 Hz and 4 g according to IEC 770 Electromagnetic compatibility Complying with EN 61000 6 2 EN 61000 6 3 EN 61326 1 and NAMUR Recommendation NE 21 Electrical connections Two tapped holes...

Page 23: ...nical data in test certificates additionally apply to explosion protected devices Forced venting galvanically isolated Input 0 to 40 V DC 0 to 28 V AC static destruction limit 45 V DC 32 V AC input re...

Page 24: ...o IEx 13 0193X Ex d IIC T Gb Ex de IIC T Gb See ambient temperature Date 2016 10 14 Valid until 2019 08 28 KCS Number 13 KB4BO 0036 Ex d IIC T6 T5 T4 Date 2013 01 31 Valid until 2020 01 31 NEPSI Numbe...

Page 25: ...le of operation 3 6 Dimensions in mm NPT 2 x Female thread NPT or M20x1 5 14 122 95 28 Output Supply 58 236 34 53 70 15 46 34 58 Pressure gauge bracket NPT or G or connecting plate only for G Attachme...

Page 26: ...AA1 to AA4 size see section 3 7 3 7 Fixing levels according to VDI VDE 3845 September 2010 A M6 C B 25 Mmin d D Fixing level 2 bracket surface Fixing level 1 actuator surface Actuator Size A B C d Mm...

Page 27: ...g impact Protect the positioner against moisture and dirt Observe transport temperature depend ing on the permissible ambient tempera ture see technical data in section 3 5 4 3 Storage Risk of positi...

Page 28: ...itioner with the back of the device facing upward Do not seal or restrict the vent opening when the device is installed on site Observe mounting position see Fig 3 Do not seal or restrict the vent ope...

Page 29: ...EB 8387 5 EN 29 Mounting and start up Vent opening Fig 3 Permissible mounting positions Fig 2 Vent opening back of the positioner Fig 4 M lever with pin position 35...

Page 30: ...cting thread or pressure gauge bracket 7 with pressure gauges on the positioner making sure the two seals 6 1 are seated properly 4 Remove screw plug 4 on the back of the positioner and seal the signa...

Page 31: ...nput for right attachment Right attachment extends retracts 1 Lever 1 1 Nut 1 2 Disk spring 2 Follower pin 3 Follower clamp 4 Screw plug 5 Stopper 6 Connecting plate for G 6 1 Seals 7 Pressure gauge b...

Page 32: ...move the follower pin 2 from the pin position 35 on M lever 1 reposition it in the hole for pin position 50 and screw tight Actuators 175 to 350 cm with 15 mm travel the follower pin 2 remains in pin...

Page 33: ...n 3 Follower clamp 10 Cover plate G 11 Cover 11 1 Vent plug 12 Connection block 12 1 Screw 12 2 Stopper or connection for external piping 13 Switch plate 14 Gasket 15 Formed seal 16 Gasket 17 Bias spr...

Page 34: ...tem connector 9 place the follower plate 3 on top and use the screws 14 1 for fastening 2800 cm and 1400 cm actuators 120 mm travel For a travel of 60 mm or smaller screw the longer follower plate 3 1...

Page 35: ...essure gauge bracket 8 Pressure gauge mounting kit 9 Stem connector 9 1 Bracket 10 NAMUR bracket 11 Screw 14 Bolt 14 1 Screws 15 U bolt 16 Bracket Attachment to NAMUR rib Attachment to rod type yoke r...

Page 36: ...he bracket 9 1 to the stem con nector 3 Screw the two bolts 9 2 to the bracket 9 1 of the stem connector 9 place the follower plate 3 on top and use the screws 9 3 for fastening 4 Fasten the hex bar 1...

Page 37: ...g 2 Follower pin 3 Follower plate 6 Connecting plate 6 1 Seals 7 Pressure gauge bracket 8 Pressure gauge mounting kit 9 Stem connector 9 1 Bracket 9 2 Bolt 9 3 Screws 10 Bracket 10 1 Screw 11 Hex bar...

Page 38: ...PEN Adhesive labels with explanatory symbols are enclosed and can be stuck on the enclosure if required 4 Fasten coupling wheel 4 on the slotted actuator shaft or adapter 3 using screw 4 1 and disk sp...

Page 39: ...5 10 1 10 4 3 4 4 2 1 Lever 1 1 Nut 1 2 Disk spring 2 Follower pin 3 Adapter 4 Stem connector 4 1 Screw 4 2 Disk spring 4 3 Adhesive label 5 Actuator shaft or adapter 6 Connecting plate only for G 6...

Page 40: ...9 1118 or 1079 1119 is used follow the mounting instructions described in sec tion 5 8 1 The following applies to all reversing amplifi ers The signal pressure of the positioner is sup plied at the ou...

Page 41: ...A2 Z A1 Output 38 Supply 9 Output 38 Supply 9 1 3 1 2 1 1 1 Reversing amplifiers 1 1 Special screws 1 2 Gasket 1 3 Special nuts 1 4 Rubber seal 1 5 Stopper 1 6 Filter From the positioner Control signa...

Page 42: ...nd Z 3 Place the reversing amplifier 1 and screw tight using both the special screws 1 1 4 Use a screwdriver 8 mm wide to screw the enclosed filters 1 6 into the connec tion boreholes A1 and Z On star...

Page 43: ...uired air quality Only use supply air that is dry and free of oil and dust Read the maintenance instructions for up stream pressure reducing stations Blow through all air pipes and hoses thor oughly b...

Page 44: ...pressure depends on the bench range and the actuator s direction of action fail safe action The bench range is written on the nameplate either as the bench range or signal pressure range depending on...

Page 45: ...g cable Include the positioner in the on site equipo tential bonding system DANGER Connection with type of protection Ex e ac cording to EN 60079 7 Cable entries and the blanking plug must be certifie...

Page 46: ...is being performed Binary input Only one binary input either version 1 or version 2 is available see Fig 14 on page 48 Binary input version 1 terminals A B An active contact can be operated at version...

Page 47: ...ting thread Do not open devices with flameproof en closures when the electrical power supply is connected Observe explosion protection regulations 5 11 2 Establishing communica tion The communication...

Page 48: ...3731 52 3731 52 IEC 61158 2 IEC 61158 2 Bus termination FOUNDATIONTM fieldbus FOUNDATIONTM fieldbus Fig 13 Connection acc to FOUNDATION fieldbus for hazardous areas A B C Option _ A B C Option G IEC...

Page 49: ...he retaining screw before unscrewing the display cover An open display cover will render the explo sion protection unsafe Only open the display cover in atmospheres that are not potentially explosive...

Page 50: ...viation that depends on the sign and the value One bar element appears per 1 set point deviation If the positioner has not been initialized blinks on the dis play the bar graph indicates the lever pos...

Page 51: ...r Block is in the MAN mode blinks Emergency mode see Code 62 blinks Positioner not initialized blinks Valve in mechanical fail safe position AUtO Automatic Class Clockwise CCL Counterclockwise Err Err...

Page 52: ...when the positioner has not been initialized The reading indicates the lever position in degrees in relation to the mid axis Code 0 is displayed when a positioner has been initialized The posi tioner...

Page 53: ...ation at the positioner before limiting the signal pressure Enable configuration Configuration is locked again if no settings are entered within 120 s 1 Turn until Code 3 appears reading OFF 2 Press t...

Page 54: ...s up and the control valve moves to its final positions so that the travel angle can be checked The angle of rotation of the lever on the back of the positioner is indicated Manual set point w current...

Page 55: ...g the valve type and the actuator s direction of action into account AIR TO OPEN AtO Signal pressure opens the valve e g for a fail close valve AIR TO CLOSE AtC Signal pressure closes the valve e g fo...

Page 56: ...e positioner issues an output signal pressure up to the maximum supply pressure supplied If necessary limit the signal pressure by connecting an up stream pressure reducing valve Reset positioner to i...

Page 57: ...dicated by the closed loop operation icon A malfunction leads to the process being canceled The initialization error is displayed according to how it has been classified by the condensed state Refer t...

Page 58: ...ting range from 0 to 100 Enable configuration Configuration is locked again if no settings are entered within 120 s 1 Turn until Code 3 appears reading OFF 2 Press the code number 3 blinks 3 Turn unti...

Page 59: ...can also only be displayed and modified in For a reading in mm enter the pin position Code 4 Enter the pin position 1 Turn until Code 4 appears 2 Press the code number 4 blinks 3 Turn to select pin p...

Page 60: ...ppears reading OFF 2 Press the code number 3 blinks 3 Turn until ON appears 4 Press to confirm reading Enable configuration Default OFF Enter the pin position and nominal range 1 Turn until Code 4 app...

Page 61: ...econds Ini tialization starts after the progress indica tion has stopped Progress until initializa tion starts After initialization check the direction of action Code 7 and if necessary change it 7 5...

Page 62: ...set point cur rent angle of rotation is indicated Enable configuration Configuration is locked again if no settings are entered within 120 s 1 Turn until Code 3 appears reading OFF 2 Press the code nu...

Page 63: ...starts 7 5 4 Substitute calibration SUB A complete initialization procedure takes several minutes and requires the valve to move through its entire travel range several times In the SUB initializatio...

Page 64: ...Press the code number 3 blinks 3 Turn until ON appears 4 Press to confirm reading Enable configuration Default OFF Enter the pin position and nominal range 1 Turn until Code 4 appears 2 Press the code...

Page 65: ...e code number 11 blinks 3 Turn until OFF appears 4 Press to confirm Travel stop Default 100 0 Change pressure limit and control parameters Do not change the pressure limit Code 16 Only change the cont...

Page 66: ...de number 35 blinks 7 Turn to set the blocking position e g 5 mm read off at travel indicator scale of the blocked valve or measure with a ruler 8 Press to confirm mm Blocking position Default 0 Start...

Page 67: ...blink 3 Turn to build up pressure in the positioner to move the valve slightly past the blocking position 4 Press to cancel the mechanical blocking 5 Turn until Code 0 appears 6 Press the code number...

Page 68: ...not touch or block exposed moving parts The process is disturbed by the movement of the actuator or valve Do not perform the zero calibration while the process is running First isolate the plant by cl...

Page 69: ...s to confirm 5 Turn until Code 0 appears 6 Press reading MAN Code 0 blinks 7 Turn until Init appears Press The fail safe position setting AtO or AtC is dis played 8 Press and hold for six seconds Zero...

Page 70: ...e configuration 1 Turn until Code 3 appears reading OFF 2 Press the code number 3 blinks 3 Turn until ON appears 4 Press to confirm reading Reset start up parameters 1 Turn until Code 36 appears readi...

Page 71: ...EB 8387 5 EN 71...

Page 72: ...efore the associat ed parameters can be configured as described below 1 Turn until Code 3 appears reading OFF 2 Press the code number 3 blinks 3 Turn until ON appears 4 Press to confirm reading You ca...

Page 73: ...ual MAN modes After initialization has been completed successfully the positioner is in automatic mode AUTO reading Automatic mode Switching to manual mode MAN 1 Turn until Code 0 appears 2 Press Code...

Page 74: ...up in the positioner and the control valve moves to the required position The positioner automatically returns to Code 0 if no settings are made within 120 seconds but remains in the manual mode Swit...

Page 75: ...valve position in is indicated on the display Exit the fail safe position 1 Turn until Code 0 appears 2 Press the code number 0 blinks 3 Turn and select the required operating mode AUtO or MAN 4 Pres...

Page 76: ...trictions A maintenance demand or above average wear has been determined The wear tolerance will soon be exhausted or is reducing at a faster rate than expected Maintenance is necessary in the short t...

Page 77: ...nsed state according on how they have been classified u EB 8389 A diagnos tic alarm generated by the extended EXPERTplus diagnostics is issued by Code 79 8 3 1 Confirming error messages Enable configu...

Page 78: ...with a 100 m mesh size in the pneumatic connections for supply and output which can be removed and cleaned if required The maintenance in structions of any upstream supply air pres sure reducing stati...

Page 79: ...ve to the fail safe position determined by the actuator The plant operator is responsible for emer gency action to be taken in the plant Emergency action in the event of valve or ac tuator failure is...

Page 80: ...your company address On request we can appoint a service pro vider to dismantle and recycle the product Note Tip 12 Appendix 12 1 After sales service Contact SAMSON s After sales Service de partment f...

Page 81: ...s is dis played in degrees Switchover from automatic to manual mode is bumpless In fail safe position the S icon is displayed Init AtO AtC Init Start initialization Determine the fail safe position At...

Page 82: ...asons of safety Follower pin must be mounted in the proper position depending on the valve travel opening angle Pin position must be entered for nominal NOM or substitute SUB initialization Pin positi...

Page 83: ...leting initialization the direction of action remains increasing increasing A globe valve opens as the set point increases AIR TO CLOSE On completing initialization the direction of action changes to...

Page 84: ...ted See also the example in Code 11 11 Upper travel angle limit upper x limit 50 0 to 120 0 100 of the operating range OFF ESC Limits travel angle to the entered value upper limit When set to OFF the...

Page 85: ...re limitation for double acting actua tors with fail safe position AIR TO OPEN 17 Proportional action coeffi cient Kp level 0 to 17 7 ESC Changing the KP and TV levels During positioner initialization...

Page 86: ...ion of the transit time Code 21 and 22 For some applications it is recommendable to limit the transit time of the actuator to prevent it from engaging too fast in the running process Code 21 has prior...

Page 87: ...40 Min transit time OPEN Read only Time s required by the system positioner actuator and valve to move through the rated travel angle in the direction to open the valve 100 position 41 Min transit ti...

Page 88: ...n status NO YES ESC When write protection is active device data can be read using FF communication but not overwritten 48 Diagnostics Diagnostic parameters d d0 Temperature Read only Current operating...

Page 89: ...an only be activated in manual mode as the valve moves through its entire travel range FF parameters F0 Firmware version for communication Read only F1 Binary input Read only 0 Active 1 Not active F3...

Page 90: ...S_IN Value Read only Analog set point adopted from an upstream function block value P3 CAS_IN Status Read only Analog set point adopted from an upstream function block status P4 SP Value Read only Set...

Page 91: ...RD Read only Active block error t7 Target Mode DI2 TRD Target operating mode t8 Actual Mode DI2 TRD Read only Current operating mode t9 BLOCK ERR DI2 TRD Read only Active block error Operating unit RE...

Page 92: ...DI2 L0 Target Mode Target operating mode L1 Actual Mode Read only Current operating mode L2 Field_VAL_D Value Read only Discrete process variable field hardware value L3 Field_VAL_D Status Read only D...

Page 93: ...mounted An angle of rotation smaller than 16 at the positioner shaft only generates an alarm An angle below 9 leads to the initialization being canceled Status classification Maintenance required Rec...

Page 94: ...ttempt to initialize the posi tioner 2 If you attempt to initialize the positioner from the fail safe position SAFE Status classification Maintenance required Recommended action 1 Check connection and...

Page 95: ...ecommended action Check valve and attachment of the positioner If OK perform a zero cali bration over Code 6 see section 7 6 If the lever position on the back of the positioner has been changed e g wh...

Page 96: ...in a safe state Status classification Maintenance demanded Recommended action Return positioner to SAMSON for repair 64 i p converter Current circuit of i p converter interrupted The positioner goes t...

Page 97: ...Perform a reset Re initialize the positioner 69 Potentiometer parameters Error in digital potentiometer parameters Status classification Maintenance required Recommended action Confirm error Perform...

Page 98: ...of the positioner has a self monitoring function see Code 62 An emergency mode open loop control is not available for certain actuators such as double acting actuators In this case the positioner cha...

Page 99: ...plus extended diagnostics u EB 8389 on EXPERTplus valve diagnostics Status classification Maintenance required cannot be classified 80 Diagnostic parame ters Errors not critical to closed loop operati...

Page 100: ...ristic can only be defined user defined characteristic using a workstation operat ing software e g TROVIS VIEW Linear select characteristic 0 0 50 100 0 50 100 Travel angle Set point 0 50 100 0 50 100...

Page 101: ...racteristic 4 0 50 100 0 50 100 Travel angle Set point VETEC rotary plug valve linear select characteristic 5 0 50 100 0 50 100 Travel angle Set point VETEC rotary plug valve equal percentage select c...

Page 102: ...102 EB 8387 5 EN...

Page 103: ...EB 8387 5 EN 103...

Page 104: ...104 EB 8387 5 EN...

Page 105: ...EB 8387 5 EN 105...

Page 106: ...106 EB 8387 5 EN...

Page 107: ...EB 8387 5 EN 107...

Page 108: ...lectropneumatique Ex d avec communication HART Typ Type Type 3731 3 wird die Konformit t mit den einschl gigen Harmonisierungsrechtsvorschriften der Union best tigt the conformity with the relevant U...

Page 109: ...lons PTB 05 ATEX 1058 mis par Physikalisch Technische Bundesanstalt Bundesallee 100 D 38116 Braunschweig Benannte Stelle Notified Body Organisme notifi 0102 wird die Konformit t mit den einschl gigen...

Page 110: ...110 EB 8387 5 EN...

Page 111: ...EB 8387 5 EN 111...

Page 112: ...2019 05 15 English SAMSON AKTIENGESELLSCHAFT Weism llerstra e 3 60314 Frankfurt am Main Germany Phone 49 69 4009 0 Fax 49 69 4009 1507 samson samson de www samson de EB 8387 5 EN...

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