Yt-3300 3350 3303 3301
Yt-3300 3350 3303 3301
Yt-3300 3350 3303 3301
YT-3303
(Potentiometer type) YT-3303
YT-3301
(Potentiometer type)
VERSION 2.06
Smart Positioner
YT-3300 / 3350 / 3303 / 3301 series (New Software) Product Manual
Contents
1 Introduction .................................................................................................................................................6
1.1 General Information for the users .........................................................................................................6
1.2 Manufacturer Warranty .........................................................................................................................6
1.3 Explosion Proof Warning (Only for Intrinsic safety type positioners) ....................................................7
2 Product Description ...................................................................................................................................9
2.1 General .................................................................................................................................................9
2.2 Main Features and Functions ...............................................................................................................9
2.3 Label Description ............................................................................................................................... 10
2.4 Product Code ..................................................................................................................................... 16
2.4.1 YT-3300 / 3350 series follows suffix symbols as follows. .............................................................. 16
2.4.2 YT-3303 series follows suffix symbols as follows. ......................................................................... 17
2.4.3 YT-3301 series follows suffix symbols as follows. ......................................................................... 18
2.5 Product Specification ......................................................................................................................... 20
2.5.1 YT-3300 / 3303 / 3350 Specification ............................................................................................. 20
2.5.2 YT-3301 Specification .................................................................................................................... 21
2.6 Certifications ...................................................................................................................................... 22
2.7 Parts and Assembly ........................................................................................................................... 25
2.7.1 YT-3300 / 3350 .............................................................................................................................. 25
2.7.2 YT-3303 ......................................................................................................................................... 26
2.7.3 YT-3301 ......................................................................................................................................... 27
2.8 Product Dimension ............................................................................................................................ 28
2.8.1 YT-3300 ......................................................................................................................................... 28
2.8.2 YT-3350 ......................................................................................................................................... 29
2.8.3 YT-3303 ......................................................................................................................................... 30
2.8.4 YT-3301 ......................................................................................................................................... 31
3 Installation ................................................................................................................................................ 32
3.1 Safety ................................................................................................................................................. 32
3.2 Tools for installation ........................................................................................................................... 32
3.3 Linear positioner Installation .............................................................................................................. 33
3.3.1 Linear positioner Installation of Standard lever type...................................................................... 33
3.3.1.1 Safety ..................................................................................................................................... 34
3.3.1.2 Standard lever type positioner Installation Steps .................................................................. 34
3.3.2 YT-3300L / 3350L Installation of Adapter lever type (on tubeless actuator) ................................. 39
3.3.2.1 Safety ..................................................................................................................................... 39
3.3.2.2 Adapter lever type positioner Installation Steps .................................................................... 40
3.4 Rotary positioner Installation ............................................................................................................. 42
3.4.1 YT-3300R / 3350R Components ................................................................................................... 42
3.4.2 YT-3303R Components ................................................................................................................. 43
3.4.3 YT-3301R remote sensor components .......................................................................................... 43
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1 Introduction
Thank you for purchasing Rotork YTC Limited products. Each product has been fully inspected after
its production to offer you the highest quality and reliable performance. Please read the product
manual carefully prior to installing and commissioning the product.
➢ Installation, commissioning, and maintenance of the product may only be performed by trained
specialist personnel who have been authorized by the plant operator accordingly.
➢ The manual should be provided to the end-user.
➢ Factory Mutual approved Intrinsically Safe and Non-Incendive units must be Installed Per
drwg SKC_18601_150326.pdf
➢ CSA approved Intrinsically Safe and Non-Incendive units must be Installed Per drwg SKC-
8465.pdf
➢ The manual can be altered or revised without any prior notice. Any changes in product’s
specification, design, and/or any components may not be printed immediately but until the
following revision of the manual.
➢ When the manual refers to “Valve Zero / Zero” means the final valve position upon pneumatic
pressure has been fully exhausted from positioner’s OUT1 port. For example, the valve zero
position may differ between linear direct and reverse actions. (DA/RA)
➢ The manual should not be duplicated or reproduced for any purpose without prior approval from
Rotork YTC Limited, Gimpo-si, South Korea.
➢ In case of any other problems that are not stated in this manual, please make immediate contact
to Rotork YTC Limited.
➢ Positioner is an accessory of the control valve, so please make sure to read the applicable
instruction manual of the control valve prior to installation and operation.
➢ For the safety, it is important to follow the instructions in the manual. Manufacturer will not be
responsible for any damages caused by user’s negligence.
➢ Any modifications or repairs to the product may only be performed if expressed in this manual.
Injuries and physical damages caused by customer’s modifying or repairing the product without a
prior consultation with Rotork YTC Limited will not be compensated. If any alterations or
modifications are necessary, please contact Rotork YTC Limited directly.
➢ The warranty period of the product is (18) months from the date of shipment unless stated
otherwise. Date of shipment can be checked by providing the LOT NO. or SERIAL NO. to us.
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➢ Manufacturer warranty will not cover products that have been subjected to abuse, accidents,
alterations, modifications, tampering, negligence, misuse, faulty installation, lack of reasonable
care, repair or service in any way that is not contemplated in the documentation for the product,
or if the model or serial number has been altered, tampered with, defaced or removed; damages
that occurs in shipment, due to act of God, failure due to power surge, or cosmetic damage.
Improper or incorrectly performed maintenance will void this limited warranty.
➢ For detailed warranty information, please contact the corresponding local Rotork YTC Limited
office or main office in South Korea.
1.3 Explosion Proof Warning (Only for Intrinsic safety type positioners)
Please ensure the unit is being used and installed in conformity with local, regional, and national
explosion proof within the proper safety barrier environment.
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➢ For Intrinsically Safe installations, the product must be connected to suitably rated intrinsically
safe equipment, and must be installed in accordance with applicable intrinsically safe installation
standards.
➢ Special conditions for safe use :
The ambient temperature range deviates from the standard temperature range and amounts to:
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2 Product Description
2.1 General
YT-3300 / 3350 / 3303 / 3301 series Smart Valve Positioner accurately controls valve stroke in
response to an input signal of 4 ~ 20 mA from the controller. Built-in micro-processor optimizes the
positioner’s performance and provides unique functions such as Auto-Calibration, PID Control, and
HART Protocol Communications.
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➢ Hand calibration function can set Zero point or End point manually.
➢ It has IP66, Type 4X(FM) protection grade.
➢ Polyester powder coating resists the corrosion process. (except YT-3350).
➢ Maintenance of the positioner is easy because of modularized inner structure.
➢ SIL2 certified.(For more information, see SIL Safety Instruction on homepage)
➢ Suitable for use with methane or natural gas supply pressure medium for FM/CSA (only A & AG
of Explosion proof of Product code)
➢ The AG option in the product code has the tapped exhaust ports to carry the gas vented from the
positioner to a safe location when the positioner is installed indoors to use methane or natural gas
as a process medium.
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Fig. L-3: YT-3300 / 3301 / 3303 Intrinsic safety type (UKEX, ATEX, IECEx, KCs, NEPSI, PESO)
(PESO applies only to YT-3300)
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Fig. L-12: YT-3350 Intrinsic safety type (UKEX, ATEX, IECEx, KCs, NEPSI)
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YT-3300 / 3350 1 2 3 4 5 6 7 8
L: Linear (Positioner is attached the right yoke of actuator.)
1 Motion Type
R: Rotary
S: Single
2 Acting type
D: Double
1) N: Non-Explosion
0: 10 ~ 40 mm (Standard type)
1: 20 ~ 100 mm (Standard type)
2: 90 ~ 150 mm (Standard type)
Linear 3: 16 ~ 30 mm (Adapter type)
4: 16 ~ 60 mm (Adapter type)
5: 16 ~ 100 mm (Adapter type)
4 Lever Type
6: 90 ~ 150 mm (Adapter type)
1: M6 x 34L
2: M6 x 63L
Rotary 3: M8 x 34L
4: M8 x 63L
5: Namur
1: G 1/2 – Rc 1/4
2: G 1/2 – 1/4 NPT (YT-3350 is available for No. 2 ONLY)
5 Conduit - Air
3: G 1/2 – G 1/4
Connection Type
4: M20x1.5P – 1/4 NPT
5: 1/2 NPT – 1/4 NPT
0: None
6 Communication
2: + HART Communication
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0: None 8)
1: + Position Transmitter 9)
YT-3303 1 2 3 4 5 6 7 8
L: Linear (Positioner is attached the left yoke of actuator.)
1 Motion Type
R: Rotary
S: Single
2 Acting type
D: Double
N: Non-Explosion
i: ATEX, IECEx, KCs, NEPSI, INMETRO 1), UKEX :
Ex ia IIC T5/T6 Gb, Ex iaD IIIC T100°C/T85°C Db, IP66
A: FM, CSA :
Class I, Division 1&2 Groups ABCD T5/T6
3 Explosion Proof Class II, Division 1&2 Groups EFG T100°C/T85°C; Class III
Class I, Zone 0, AEx ia IIC T5/T6(FM)
Ex ia IIC T5/T6 Ga; Ex tb IIIC T100°C/T85°C Db
AG : FM, CSA + Tapped Exhaust
E: Intrinsic safety for EAC
Z: Intrinsic safety for CCC
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1: 10 ~ 40 mm
2: 20 ~ 70 mm
Linear
3: 50 ~ 100 mm
4: 100 ~ 150 mm
1: G 1/2 – Rc 1/4
2: G 1/2 – 1/4 NPT
5 Conduit –
3: G 1/2 – G 1/4
Air Connection Type
4: M20x1.5P(Adapter type) – 1/4 NPT
5: 1/2 NPT(Adapter type) – 1/4 NPT
0: None
6 Communication
2: + HART Communication
0: None
7 Option
1: + Position Transmitter
YT-3301 1 2 3 4 5 6 7 8 9
L: Linear
1 Motion Type
R: Rotary
S: Single
2 Acting type
D: Double
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N: Non-Explosion
i: ATEX, IECEx, KCs, NEPSI, INMETRO 1), UKEX :
Ex ia IIC T5/T6 Gb, Ex iaD IIIC T100°C/T85°C Db, IP66
A: FM & CSA :
Class I, Division 1&2 Groups ABCD T5/T6
3 Explosion Proof Class II, Division 1&2 Groups EFG T100°C/T85°C; Class III
Class I, Zone 0, AEx ia IIC T5/T6(FM)
Ex ia IIC T5/T6 Ga; Ex tb IIIC T100°C/T85°C Db
AG : FM, CSA + Tapped Exhaust
E: Intrinsic safety for EAC
Z: Intrinsic safety for CCC
1: 10 ~ 40 mm
2: 20 ~ 70 mm
Linear
4 Lever Type 3: 50 ~ 100 mm
4: 100 ~ 150 mm
Rotary 5: Namur
1: G 1/2 – Rc 1/4
2: G 1/2 – 1/4 NPT
5 Conduit –
3: G 1/2 – G 1/4
Air Connection Type
4: M20x1.5P(Adapter type) – 1/4 NPT
5: 1/2 NPT(Adapter type) – 1/4 NPT
0: None
6 Communication
2: + HART Communication
0: None
7 Option
1: + Position Transmitter
1: 5m
2: 10m
9 Cable Length 3)
3: 15m
4: 20m
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1. None-explosion proof
2. Intrinsic safety : UKEX, ATEX, IECEx, KCs, NEPSI, EAC,
Explosion Proof
INMETRO, FM, CSA, CCC, PESO
※ See “2.6 Certificates” for details
-30 ~ 85 °C (-22 ~ 185 °F)
Inductive proximity limit switch internal type : -25 ~ 85 °C (-13 ~
Standard Type
185 °F)
Operating
Except EAC
Temperature
Low Temp. Type -40 ~ 85 °C (-40 ~ 185 °F)
Arctic Temp. Type -55 ~ 85 °C (-67 ~ 185 °F, only EAC)
-40 ~ 60 °C (-40 ~ 140 °F)
T5
Ambient Temperature EAC : -55 ~ 60 °C (-67 ~ 140 °F)
Of Explosion Proof -40 ~ 40 °C (-40 ~ 104 °F)
T6
EAC : -55 ~ 40 °C (-67 ~ 104 °F)
Linearity ± 0.5 % F.S.
Hysteresis ± 0.5 % F.S.
Sensitivity ± 0.2 % F.S.
Repeatability ± 0.3 % F.S.
Flow Capacity 70 LPM (Sup. = 0.14 MPa)
Air Consumption Below 2 LPM (Sup. = 0.14 MPa @ idle)
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Tested under ambient temperature of 20 °C, absolute pressure of 760 mmHg, and humidity of 65 %.
Please contact Rotork YTC Limited for detailed testing specification.
Model YT-3301
Housing Material Aluminum
Motion Type Linear Rotary
Acting Type Single / Double
Input Signal 4 ~ 20 mA DC
Standard : 3.2 mA
Minimum Current Signal PTM Internal : 3.6 mA
HART or HART+PTM Internal : 3.8 mA
Supply Pressure 0.14 ~ 0.7 MPa (1.4 ~ 7 bar)
Stroke 10 ~ 150 mm 55 ~ 110°
Impedance Max. 500 Ω @ 20 mA DC
Air Connection Rc 1/4 or 1/4 NPT or G 1/4
Gauge Connection Rc 1/8 or 1/8 NPT
Conduit Entry G 1/2 or 1/2 NPT or M20x1.5P
Tapped Exhaust
1/4 NPT
(Only AG option of Product code)
Ingress Positioner module IP54
Protection Feedback sensor IP66, Type 4X(FM)
1. None-explosion proof
2. Intrinsic safety : ATEX, IECEx, KCs, NEPSI, EAC,
Explosion Proof
INMETRO, FM, CSA, CCC, UKEX
※ See “2.6 Certificates” for details
Sensor -55 ~ 120 °C (-67 ~ 248 °F)
Operating Standard -30 ~ 85 °C (-22 ~ 185 °F, except EAC)
Temperature Body Low temp. -40 ~ 85 °C (-40 ~ 185 °F)
Arctic temp. -55 ~ 85 °C (-67 ~ 185 °F, only EAC)
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2.6 Certifications
➢ KCs (Korea)
Type : Intrinsic safety
Rating : Ex ia IIC T5/T6, Ex iaD T100°C/T85°C, IP66
Certification No. : 12-KB2BO-0398X(YT-3300)
12-KB2BO-0399X{YT-3300+LS(Dry contact)}
14-KB2BO-0333X{YT-3300+LS(Non-contact)}
12-KB2BO-0402X(YT-3350)
12-KB2BO-0401X{YT-3350+LS(Dry contact)}
14-KB2BO-0334X{YT-3350+LS(Non-contact)}
14-KB2BO-0335X(YT-3303)
12-KB2BO-0400X(YT-3301)
Ambient temperature : -40 ~ +60°C (T5/T100°C), -40 ~ +40°C (T6/T85°C)
➢ ATEX
Type : Intrinsic safety
Rating : II 2G Ex ia IIC T5/T6 Gb, II 2D Ex ia IIIC T100°C/T85°C Db, IP6X
Certification No. : EPS 12 ATEX 1 456 X
Ambient temperature : -40 ~ +60°C (T5), -40 ~ +40°C (T6)
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➢ IECEx
Type : Intrinsic safety
Rating : Ex II 2G Ex ia IIC T5/T6 Gb, Ex II 2D Ex ia IIIC T100°C/T85°C Db, IP6X
Certification No. : IECEx EPS 12.0017X
Ambient temperature : -40 ~ +60°C (T5/T100°C), -40 ~ +40°C (T6/T85°C)
➢ NEPSI
Type : Intrinsic safety
Rating : Ex ia IIC T5/T6
Certification No. : GYJ17.1265X
➢ EAC (TRCU)
Type : Intrinsic safety
Rating : 1Ex ia IIC «T6 ... T5» Gb X, Ex ia IIIC «T85°C ... T100°C» Db X
Certification No. : RU C-KR.MЮ62.B.04756
Ambient temperature : -55 ~ +60°C (T5/T100°C), -55 ~ +40°C (T6/T85°C)
➢ FM
Rating : Class I, Div 1, Groups ABCD
Class I, Zone 0 AEx ia IIC
Class II/III, Div 1, Groups EFG
Class I, II, III, Div 2, Groups ABCDEFG
NEMA Type 4X, IP66
(Only YT-3301: Positioner IP54, Feedback sensor Type 4X, IP66)
Certificate No.: FM16US0268X
Ambient temperature : -40 to +60°C(T5), -40 to +40°C(T6)
➢ CSA
Type : Intrinsic safety
Rating : Class I, Division 1&2 Groups ABCD T5/T6
Class II, Division 1&2 Groups EFG T100°C/T85°C
Class III
Ex ia IIC T5/T6 Ga
Ex tb IIIC T100°C/T85°C Db
IP66
Certificate No.: CSA 17.70131426
Ambient temperature : -40 to +60°C(T5), -40 to +40°C(T6)
➢ INMETRO(Brazil)
Type : Intrinsic safety
Rating : Ex ia IIC T5/T6 Gb, Ex ia IIIC T100°C/T85°C Db, IP66
Certification No. : DNV 17.0070 X
Ambient temperature : -40 ~ +60°C (T5), -40 ~ +40°C (T6)
➢ CCC (China)
Type : Intrinsic safety
Rating : Ex ia IIC T5/T6 Gb, Ex iaD 21 T100/T85
Certification No. : 20200322307000617
Ambient temperature : -40 ~ +60°C (T5/T100°C), -40 ~ +40°C (T6/T85°C)
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➢ UKEX
Type : Intrinsic safety
Rating : II 2G Ex ia IIC T5/T6 Gb, II 2D Ex ia IIIC T100°C/T85°C Db, IP6X
Certification No. : CML 22UKEX2460X
Ambient temperature : -40 ~ +60°C (T5), -40 ~ +40°C (T6)
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2.7.2 YT-3303
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2.7.3 YT-3301
Positioner
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2.8.1 YT-3300
Fig. 2-4: YT-3300L (Standard Lever Type) Fig. 2-5: YT-3300L (Adapter Lever Type)
Fig. 2-6: YT-3300R (Fork lever Type) Fig. 2-7: YT-3300R+LS (Namur Type)
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2.8.2 YT-3350
Fig. 2-8: YT-3350L (Standard Lever Type) Fig. 2-9: YT-3350L (Adapter Lever Type)
Fig. 2-10: YT-3350R (Fork lever Type) Fig. 2-11: YT-3350R+LS (Namur Type)
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2.8.3 YT-3303
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2.8.4 YT-3301
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3 Installation
3.1 Safety
When installing a positioner, please ensure to read and follow safety instructions.
➢ Any input or supply pressures to valve, actuator, and / or to other related devices must be turned
off.
➢ Use bypass valve or other supportive equipment to avoid entire system “shut down”.
➢ Ensure there is no remaining pressure in the actuator.
➢ The positioner has a vent cover to exhaust internal air and drain internal condensation water.
When installing the positioner, make sure the vent cover must be facing downward. Otherwise,
the condensation water could cause damages to PCB.
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Linear positioner should be installed on linear motion valves such as globe or gate type which uses
spring return type diaphragm or piston actuators.
Fig. 3-2: YT-3300L / 3350L installation of standard lever type example Fig. 3-3: YT-3303L installation example
Before proceeding with the installation, ensure following components are available.
➢ Positioner
➢ Linear remote sensor (Only YT-3301L)
➢ Remote cable (Only YT-3301L)
➢ Feedback lever and lever spring
➢ M6 nut and spring washer (fastening feedback lever to a main shaft)
➢ Bracket, bolts and washers for positioner or sensor – not supplied with the positioner
➢ Connection bar – not supplied with the positioner
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3.3.1.1 Safety
Proper bracket must be made in order to adapt the positioner on the actuator yoke.
Please consider following important points when a bracket is being designed.
➢ Positioner’s feedback lever must be vertical to the valve stem at 50 % of the valve stroke.
➢ The connection bar of the actuator clamp for the feedback lever should be installed in such a way
that the valve stroke length coincides with the corresponding figure in “mm” marked on the
feedback lever. Improper setting may cause poor linearity
1) Assemble the positioner or remote sensor with the bracket made in previous step by fastening the
bolts.
Fig. 3-6: Attaching positioner to bracket (YT-3303L) Fig. 3-7: Attaching the bracket to actuator yoke
(YT-3303L / 3301L)
2) Attach the positioner (or remote sensor) with the bracket to the actuator yoke
– DO NOT TIGHTEN THE BRACKET COMPLETELY.
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3) Connect connection bar to the actuator clamp. The hole gap on the feedback lever is 6.5 mm so
the connection bar’s outer diameter should be less than 6 mm.
4) Connect an air-filter regulator to the actuator temporarily. Supply enough air pressure to the
actuator in order to position the valve stroke at 50 % of the total stroke.
Fig. 3-8: YT-3300L / 3350L (Standard Lever Type) Fig. 3-9: YT-3303L / 3301L
5) Insert the connection bar between the feedback lever and lever spring. The connection bar must
be located upward from the lever spring as shown below left figure. If it is located downward from
the lever spring as shown below right figure, the connection bar or the lever spring will be worn out
quickly because of excessive strong tension.
Fig. 3-10: Proper way to insert connection bar between feedback lever and lever spring
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6) Check if feedback lever is vertical to the valve stem at 50 % of the valve stroke. If it is not vertical,
adjust the bracket or the connection bar to make vertical. Improper installation may cause poor
linearity.
7) Check the valve stroke. The stroke numbers are engraved on the feedback lever of the positioner.
Position the connection bar at the number on the feedback lever which corresponds with the
desired valve stroke. To adjust, move the bracket, the connection bar or both.
※ The effective linear lever angle of YT-3300L / 3350L is 60 degree and it of YT-3303L / 3301L is
30 degree.
Stroke : 75 mm
Stroke : 45 mm
Fig. 3-13: YT-3300L / 3350L Feedback lever and location of the connection bar
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Stroke : 30 mm
Stroke : 70 mm
Fig. 3-14: YT-3303L / 3301L Feedback lever and location of the connection bar
8) After installing the positioner, operate the valve from 0 % to 100 % stroke by using direct air to the
actuator. On both 0 % and 100 %, the feedback lever should not touch the lever stopper, which is
located on the backside of the positioner. If the feedback lever touches the stopper, the positioner
should be installed further away from center of the actuator.
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Fig. 3-15: YT-3300L / 3350L Feedback lever should not touch lever stopper on 0 % ~ 100 % valve stroke.
Fig. 3-16: YT-3303L / 3301L Feedback lever should not touch lever stopper on 0 % ~ 100 % valve stroke.
9) After the installation, tighten all of the bolts on the bracket and the connection bar.
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3.3.2 YT-3300L / 3350L Installation of Adapter lever type (on tubeless actuator)
Before proceeding with the installation, ensure following components are available.
➢ Positioner
➢ Feedback lever
➢ M6 nut and spring washer (fastening feedback lever to a main shaft of positioner)
➢ O-ring(Connect out1 port of positioner and actuator) – not supplied with the unit
➢ 1/4 plug – not supplied with the unit
➢ Adapter holder – not supplied with the unit
➢ 2 pcs x bolts (M8 x 1.25P) – not supplied with the unit
※ When using adapter lever, generally tubeless actuator which doesn’t requires pipe between
actuator and positioner is used. Therefore, in this section, installation method of tubeless actuator
and positioner will be introduced like below.
3.3.2.1 Safety
➢ Positioner’s feedback lever must be vertical to the valve stem at 50 % of the valve stroke.
➢ Adapter of feedback lever should be installed in such a way that the valve stroke length coincides
with the corresponding figure in “mm” marked on the feedback lever.
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1) Remove Out1 Plug(Fig. 3-19) on the bottom of the positioner. Plug up out1 port of gauge block
with 1/4 plug using sealant.
2) Check the valve stroke. The stroke numbers are engraved on the feedback lever of the positioner.
Position the adapter at the number on the feedback lever which corresponds with the desired valve
stroke. To adjust, loosen M6 nut behind the adapter, move the adapter to correct position, and then
tighten the M6 nut.
Stroke : 75 mm
Stroke : 30 mm
4) Add O-ring between the positioner and actuator and attach the positioner to the actuator yoke
tightly by fastening the bolts (M8 x 1.25P, 2 pieces).
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6) Turn the Auto/Manual switch counterclockwise (toward “M”). Refer to 6.2 for more detail. Supply
enough air pressure to the actuator in order to position the valve stroke at 50 % of the total stroke.
7) Check if feedback lever is vertical to the valve stem at 50 % of the valve stroke. If it is not vertical,
adjust the adapter holder on the actuator’s stem to make vertical – DO NOT TIGHTEN THE
ADAPTER HOLDER COMPLETELY. Improper installation may cause poor linearity.
Refer to Fig 3-11.
8) After installing the positioner, operate the valve from 0 % to 100 % stroke by using direct air to the
actuator. On both 0 % and 100 %, the feedback lever should not touch the lever stopper, which is
located on the backside of the positioner. If the feedback lever touches the stopper, the adapter
holder should be moved or the adapter of feedback lever should be moved further away from the
main shaft of the positioner.
Refer to Fig 3-15.
9) After the installation, tighten the adapter holder. And Turn the Auto/Manual switch clockwise
(toward “A”) tightly. Refer to 6.2 for more detail.
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Rotary positioner should be installed on rotary motion valve such as ball or butterfly type which uses
rack and pinion, scotch yoke or other type of actuators which its stem rotates 90 degrees. Before
proceeding with the installation, ensure following components are available.
➢ Positioner
➢ Fork lever (Only Fork lever type)
➢ Rotary bracket set (2 pieces) → The upper brackets of fork lever type and Namur type are different.
➢ 4 pcs x hexagonal headed bolts (M8 x 1.25P) → Fork lever type
➢ 4 pcs x M8 plate washers → Fork lever type
➢ 4 pcs x wrench headed bolts (M6 x 1P x 10L) → Namur type, For the positioner and the upper
bracket
➢ 4 pcs x wrench headed bolts (M6 x 1P x 15L) : For the bracket set
➢ 4 pcs x M6 nuts : For the bracket set
➢ 4 pcs x M6 spring washers : For the bracket set
➢ Bolts and washers to attach bracket to actuator – not supplied with the positioner
Fig. 3-21: YT-3300R / 3350R Fork lever type Fig. 3-22: YT-3300R / 3350R Namur type
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➢ Positioner
➢ Fork lever (Only Fork lever type)
➢ Rotary bracket set (2 piece)
➢ 4 pcs x hexagonal headed bolts (M8 x 1.25P)
➢ 4 pcs x M8 plate washers
➢ 4 pcs x wrench headed bolts (M6 x 1P x 15L)
➢ 4 pcs x M6 nuts
➢ 4 pcs x M6 spring washers
➢ Bolts and washers to attach bracket to actuator – not supplied with the positioner
Fig. 3-23: YT-3303R Fork lever type Fig. 3-24: YT-3303R Namur type
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The rotary bracket set (included with the positioner) contains two components. (but the upper brackets
of Fork lever type and Namur type are different in case of YT-3300 / 3350). The bracket is designed to
fit onto the actuator with 20 mm, 30 mm and 50 mm stem height (H) according to VDI/VDE 3845
standard. Please refer to below table how to adjust the height of the bracket.
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1) Please check the actuator’s stem height and adjust the brackets by referring to the above bracket
table.
2) Attached the brackets onto the actuator. It is recommended to use spring washer so the bolts will
not be loosen from vibration.
3) Set rotation position of the actuator stem at 0 %. For single acting actuator, it is easy to check 0 %
point by supplying no pressure to the actuator. For double acting actuator, check actuator stem’s
rotation direction – clockwise or counter-clockwise - by supplying pressure to the actuator.
4) (Only Fork lever type) Install the fork lever after setting actuator’s stem at 0 %. Check the actuator
stem’s rotation direction – clockwise or counter-clockwise.
Installation angle of the fork lever should be 45˚ to the longitudinal direction of the actuator.
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5) (Only Fork lever type) After setting fork lever position, fasten lock nuts which are located on the
bottom of the fork lever. Ensure to set the gap between the top of upper bracket and the top of the
fork lever within 23 ~ 28 mm(YT-3300R / 3350R) and 6 ~ 11 mm(YT-3303R).
Fig. 3-30: Height to the bracket (fork lever type of YT-3300R / 3350R)
6) Attach the positioner to the bracket. <Only fork lever type of YT-3300R / 3350R / 3303R: Fix the
clamping pin (5 mm Dia.) into the fork lever slot and insert center pin ( 2mm Dia.) of the main shaft
of the positioner into the hole of center of the fork lever. The clamping pin will be locked to the fork
lever spring.> Setting alignment of center of main shaft of the positioner and center of the actuator’s
stem is very important. Poor alignment of the main shaft and the actuator’s stem decreases the
positioner’s durability due to unnecessary forces on the main shaft.
Fig. 3-31: Main shaft center alignment (Fork lever) Fig. 3-32: Main shaft center alignment (Namur)
7) Tighten the positioner and the bracket with bolts after checking the positioner’s position.
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4 Connection - Air
4.1 Safety
➢ Supply pressure should be clean and dry air – avoiding moisture, oil and dust.
➢ Always recommended to use air filter regulator (i.e. YT-200 series).
➢ Tapped Exhaust (AG option) is used when it is required to vent away the Group D gases to a safe
area. Tapped Exhaust for use in FM & CSA Division approved hazardous locations must be sealed
to prevent leaks at the 1/4" NPT connection for use with Division Group D gases such as natural
gas or methane as the process medium.
➢ Dry air with dew point of at least 10 °C lower than ambient temperature.
➢ Avoid from dusty air. Use 5 micron or smaller filter.
➢ Avoid oil.
➢ Comply with ISO 8573-1 or ISA 7.0.01.
➢ Supply pressure range is 0.14 ~ 0.7 MPa (1.4 ~ 7 bar)
➢ Set air filter regulator’s pressure level 10 % higher than actuator’s spring range pressure.
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Singe acting type positioner is set to use only OUT1 port. OUT1 port of positioner should be connected
with supply port of actuator when using spring return actuator of single acting type.
Fig. 4-1: Single acting linear actuator Fig. 4-2: Single acting rotary actuator
(YT-3300L / 3350L / 3303L) (YT-3300R / 3350R / 3303R)
Fig. 4-3: Single acting linear actuator (YT-3301L) Fig. 4-4: Single acting rotary actuator (YT-3301R)
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Double acting type positioner is set to use OUT1 and OUT2 port. As input signal increases, the supply
pressure will be supplied through OUT1 port.
Fig. 4-5: Double acting linear actuator Fig. 4-6: Double acting rotary actuator
(YT-3300L / 3350L / 3303L) (YT-3300R / 3350R / 3303R)
Fig. 4-7: Double acting linear actuator (YT-3301L) Fig. 4-8: Double acting rotary actuator (YT-3301R)
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5 Connection – Power
5.1 Safety
➢ There are two conduit entries on the product. See “2.4 Product Code” for conduit entry threads.
➢ Before connecting terminal, ensure that the power is off completely.
➢ Please use ring terminal to protect against vibration or any other external impact.
➢ Positioner usually uses 4 ~ 20 mA DC. Minimum ampere of input signal of standard type positioner
is 3.6 mA (NCS type) or 3.2 mA (Potentiometer type), PTM internal type is 3.7 mA (NCS type) or
3.6 mA (Potentiometer type) and HART or HART+PTM internal type is 3.8 mA but maximum
ampere of input signal should be 24 mA or under.
➢ Compliance voltage of current source must be Min. 10 V and Max. 28 V. If the length of the supply
cable between the current source and the positioner is long, or if there is a filter or safety barrier,
then consider using a current source which could supply higher Compliance voltage.
➢ Positioner with PTM options must be supplied with 9 ~ 28 V DC separately. For mechanical limit
switch option, separate 12 ~ 30 V DC must be supplied. For inductive proximity limit switch option,
separate 8.2 V DC must be supplied.
➢ DO NOT connect Voltage source (9 ~ 28 V DC) to Input (4 ~ 20 mA DC) terminal (IN+, IN-)
as it will cause PCB failure.
➢ Positioner should be grounded.
➢ Please use twisted cable with conductor section are 1.25 mm2 and that is suitable for 600 V
(complying with the conductor table of NEC Article 310). The outer diameter of the cable should
be between 6.35 ~ 10 mm. Use shield wire to protect against electro-magnetic field and noise.
➢ Please do not install the cable near high noise equipment, such as high-capacity transformer or
motor.
➢ Please ensure that keep away magnetic materials from a product. It may cause malfunction. For
a magnetic screwdriver, It must be away more than 30 cm from the positioner.
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5.2 Connection
Terminal
Signal name Function
name
IN+ Current input signal (+) Apply analog current command 4 ~ 20 mA to this
IN- Current input signal (-) terminal to supply power and signal to the positioner.
F.G Safety ground Safety ground
OUT+ Analog output signal (+) Analog feedback signal indicating the position of the
OUT- Analog output signal (-) current valve
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The input and output terminals of products equipped with micro-limit switches can be connected to an
external system as shown below. Refer to the table below for the signal name and function of each
terminal.
Terminal
Signal name Function
name
1, LS-1 Common terminal for Limit Switch 1 Common contact terminal for Limit Switch 1
The contact of the Limit Switch 1 is closed when
2, LS-1 Normal open signal for Limit Switch 1
the valve passes through the preset position.
The contact of the Limit Switch 1 opens when the
3, LS-1 Normal close signal for Limit Switch 1
valve passes through the preset position.
1, LS-2 Common terminal for Limit Switch 2 Common contact terminal for Limit Switch 2
The contact of the Limit Switch 2 is closed when
2, LS-2 Normal open signal for Limit Switch 2
the valve passes through the preset position.
The contact of the Limit Switch 2 opens when the
3, LS-2 Normal close signal for Limit Switch 2
valve passes through the preset position.
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The input and output terminals of products equipped with inductive proximity limit switch switches can
be connected to an external system as shown below. Refer to the table below for the signal name and
function of each terminal.
Terminal
Signal name Function
name
1, LS-1 Common terminal for Limit Switch 1 Common contact terminal for Limit Switch 1
The contact of the Limit Switch 1 is closed when
2, LS-1 Normal open signal for Limit Switch 1
the valve passes through the preset position.
3, LS-1 No connection Not used
1, LS-2 Common terminal for Limit Switch 2 Common contact terminal for Limit Switch 2
The contact of the Limit Switch 1 opens when the
2, LS-2 Normal close signal for Limit Switch 2
valve passes through the preset position.
3, LS-2 No connection Not used
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5.3 Ground
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6 Adjustments
YT-3300 / 3350 can have limit switch option. If user wants to adjust the sensing position, please loosen
bolts and adjust cam.
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1) On the right hand bottom of positioner, there is A/M switch (Auto/Manual). A/M Switch allows the
positioner to be functioned as by-pass. If the switch is turned clockwise (toward “A”) and it is fasten
tightly, then the supply pressure will be transferred to actuator through outport by positioner control.
On the other hand, if the switch is turned counter-clockwise (toward “M”), it is loosened, then the
supply pressure will be directly supplied to the actuator regardless of positioner control. It is
extremely important to check the allowed pressure level of the actuator when the switch is
loosened.
2) Check whether the supply pressure is too high.
3) After using “Manual” function, A/M switch should be returned to “Auto”.
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Hunting can be occurred when the actuator’s volume is too small. In order to prevent hunting, orifice
can be used.
By adjusting the orifice, the flow rate of the supply pressure to actuator can be adjusted. Please use
(-) driver to adjust the orifice. When slot (-) of the orifice is vertical like the below left figure, the flow
rate becomes maximum. When slot (-) of the orifice is horizontal like the below right figure, the flow
rate becomes minimum.
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By adding sub-PCB, the positioner can have additional functions. There are 3 types of sub-PCB.
When purchasing option sub-PCBs separately, 4 Bolts and 2 supports are supplied together with sub-
PCB.
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JP1 jumper must be removed, when HART option included sub-PCB is being mounted.
5) After PTM sub-PCB is installed newly, values of PTM ZERO and PTM ENd must be calibrated for
correct output signals. For the calibration of PTM ZERO and PTM ENd, please refer to section
9.10.2 of this manual.
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8 Maintenance
If Supply air pressure is not stable or Supply air is not clean, the positioner may not function properly.
Air quality and pressure should be checked regularly to see if the air is clean and pressure set is normal.
8.2 Seals
Once a year, it is recommend to check if there are any damaged parts of the positioner. If there are
damaged rubber parts such as diaphragms, o-rings and packings, replace with new ones.
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9.1 Warning
Following process will operate valve and actuator. Before proceeding with any Auto Calibration,
please separate valve from the entire system by using bypass valve, so Auto Calibration will
not affect entire valve process.
Fig 9-1
NE107
Description Symbols Description
Symbols
Current in mA
The four symbols located on the left are the symbols that display alarm messages classified in four
groups in accordance with NAMUR NE107. Assigning each alarm to a specific group of four groups
can only be performed through EDD or DTM.
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Fig 9-2
Buttons Function
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Press the button to select the lower menu of the Configuration/Operation menu. Press the ESC
button to return to parent menu after completing configuration. Pressing the ESC button anywhere in
the menu structure several times returns the user to the uppermost menu, Run Mode Monitor menu.
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The status variables displayed in the RUN Mode Monitor are divided into nine types as shown below.
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The Table below shows the eight Configuration/Operation menus, each submenu, ranges for each
parameter, and initial factory settings. The words shown in [ ] for each menu represent the
abbreviations of each word displayed when operating the LCD screen.
Normal, Reverse
Signal Direction [SIG] NORM
[NORM, REVS]
4 ~ 20, 4 ~ 12, 12 ~ 20,
Split Range Mode [SPLIT] Custom 4.20
Input Configuration [4.20, 4.12, 12.20, CSt]
[IN CFG]
Custom Split Range Zero
4 ~ 20.0 mA] 4 mA
[CST ZERO]
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SP Ramp Down Rate [RAMP dN] oFF, 0.1 ~ 100 [%] oFF
on with Linear
Linear Interpolation [ITP] [oFF, on]
oFF with Rotary
Self-Test [SELFTEST]
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INTERVAL, 365 d,
START PO, 100 %,
TOL, 5 %,
TARGET, 90 %,
Diagnosis [dIAGNO]
PST Configuration [PST CFG] HOLD TM, 5 sec,
LIMT TM, 10 sec,
PRAMP UP, 0 %,
PRAMP dN, 0 %,
NEXT PST oFF
The Table below identifies the range and initial factory settings of each parameter for Menu Level 2
and Menu Level 3 where the menu hierarchy has been lowered by one level.
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Acting Type
Set manually single or double acting by actuator type
[SINGLE/ dOUbLE]
Auto Calibration 1 [AUTO 1] Calibration on the zero and end points of the valve
Calibration
[CALIb] Auto Calibration 2 [AUTO 2] Calibration on all parameters required to operate the valve
Travel Zero [TVL ZERO] Manually adjust the zero point of the valve
Travel End [TVL ENd] Manually adjust the endpoint of the valve
Auto Calibration simplifies calibration without having to go through complex gain tuning. Once the
current input between 4 and 20 mA is applied, it takes approximately 2-3 minutes to complete the
automatic calibration, which may vary depending on the size of the actuator. There are two types of
Auto Calibrations as shown below so that you select and use them as required.
AUTO 1 O O X X X
AUTO 2 O O O O O
This is used to change the settings of the positioner to SINGLE or dOUBLE, depending on the actuator
type. The setting of the SINGLE and dOUBLE affects the automatic calibration, so it must be set
carefully considering the actuator type.
If the actual acting type of Actuator is different from the set value, it will cause a problem, so
make sure that the actual acting type matches the set value.
3 seconds
→ →
→
Press <UP> or Press <UP> or
<DOWN> button <DOWN> button
if the above is not if the above is not
displayed. displayed.
<UP>/<DOWN> <ESC>
3 times
→ →
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AUTO 1 is used to set only the origin and end points. It does not change the PID and other parameter
values that already have been set. This is usually used when the origin and end points of the already
calibrated positioner have changed slightly.
3 seconds
→ →
→
Press <UP> or Press <UP> or
<DOWN> button <DOWN> button
if the above is not if the above is not
displayed. displayed.
Push any
button
→
AUTO 2 tunes up and then changes all parameters required for valve operation. Be sure to perform
this AUTO 2 when installing the positioner on the valve for the first time or when reinstalling the
positioner from the actuator.
Push any
button
→ →
→
Press <UP> or
<DOWN> button
if the above is not
displayed.
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9.6.4 Travel Zero (TVL ZERO) and Travel end (TVL ENd)
This is a manual adjustment of the zero point or endpoint of the valve after auto calibration. Once you
enter the TVL ZERO (or TVL ENd) setting, press the UP/DOWN button to change the zero point (or
endpoint) of the valve, and then press the ENTER button to save it. The saved position is recognized
as the zero (or endpoint) of the valve.
→ → →
<UP>/<DOWN>
<ESC> <DOWN>
→ →
→
<UP>/<DOWN>
<ESC>
→ →
→
End Adjustment
<ESC>
2 times
→
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It is used to manually raise or lower the valve stem by operating the UP or DOWN buttons. This can
be used to observe the move of valve stem without any external input signals. When engaged, the
current input signal to the positioner has no effect on the positioner.
Manual operation may affect the process in service, so use this function when the process is
down or when it is acceptable to shut down the process.
The target position is incremented by the UP and DOWN buttons based on the currently entered set
position values, which moves the stem of the valve up and down. Once out of the menu by <ESC>,
the positioner is controlled again by an input signal.
3 seconds
→ →
→
Press <UP> or Press <UP> or
<DOWN> button <DOWN> button
if the above is not if the above is not
displayed. displayed.
<UP>/<DOWN> <ESC>
<ESC>
2 times
→
→ →
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The input to I/P converter is incremented or decremented by the UP and DOWN buttons based on the
currently entered I/P input value, which moves the stem of the valve up and down. Once out of the
menu by <ESC>, the positioner is controlled again by an input signal.
3 seconds
→ →
→
Press <UP> or Press <UP> or
<DOWN> button <DOWN> button
if the above is not if the above is not
displayed. displayed.
<UP>/<DOWN> <ESC>
<ESC>
2 times
→ →
→
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Deadband indicates the size of the allowable deviation that is set near the target position. If the valve
has large packing friction, this value can be adjusted and set accordingly to prevent the limit cycle
caused by the friction. If the deadband is set to 0.5 %, its range is ±0.5 % of the target.
3 seconds
→ →
→
Press <UP> or Press <UP> or
<DOWN> button <DOWN> button
if the above is not if the above is not
displayed. displayed.
<UP>/<DOWN> <ESC>
3 times
→ →
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9.8.2 Forward P parameter (KP UP) and reverse P parameter (KP dN)
The KP parameter is the proportional control constant to the calibration signal to reduce the error
between the target position and the current position, the KP UP is applied when the valve moves in the
direction of increasing output air pressure, and KP dN is applied when the valve moves in the direction
of venting output air pressure. A larger value of gains "KP UP" or "KP dN" moves the valve faster to
reach a target position, but the valve tends to oscillate if set to high. In contrast, smaller gains improve
stability, but make it slower to reach a target position.
3 seconds
→ →
→
Press <UP> or Press <UP> or
<DOWN> button <DOWN> button
if the above is not if the above is not
displayed. displayed.
<UP>/<DOWN> <ESC>
3 times
→ →
9.8.3 Forward Integral time parameter (TI UP) and reverse Integral time parameter (TI dN)
TI parameters are an integral value that add the error correction signal to the existing calibration signal,
TI UP is applied when the valve moves in the direction of increasing the output air pressure, and TI dN
is applied when the valve moves in the direction of decreasing the output air pressure. A smaller TI
makes the valve faster to reach a target position and tends to cause oscillation.
3 seconds
→ →
→
Press <UP> or Press <UP> or
<DOWN> button <DOWN> button
if the above is not if the above is not
displayed. displayed.
<UP>/<DOWN> <ESC>
3 times
→ →
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9.8.4 Forward D parameter (Kd UP) and reverse D parameter (Kd dN)
The Kd parameter is a differential value that adds the correction signal due to the rate of error to the
existing calibration signal. Kd UP is applied when the valve moves in the direction of increasing output
air pressure, and Kd dN is applied when the valve moves in the direction of decreasing output air
pressure. A larger D value makes the valve hunting easier, and a smaller value can lead to poor linearity
or dynamic properties.
3 seconds
→ →
→
Press <UP> or Press <UP> or
<DOWN> button <DOWN> button
if the above is not if the above is not
displayed. displayed.
<UP>/<DOWN> <ESC>
3 times
→ →
3 seconds → →
→
Press <UP> or Press <UP> or
<DOWN> button <DOWN> button
if the above is not if the above is not
displayed. displayed.
<UP>/<DOWN> <ESC>
3 times
→ →
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3 seconds → →
→
Press <UP> or Press <UP> or
<DOWN> button <DOWN> button
if the above is not if the above is not
displayed. displayed.
<UP>/<DOWN> <ESC>
3 times
→ →
GI is an integral gain. If the valve position is within the GAP parameter range, an integral gain created
based on 1/TI and GI is applied to valve control.
3 seconds → →
→
Press <UP> or Press <UP> or
<DOWN> button <DOWN> button
if the above is not if the above is not
displayed. displayed.
<UP>/<DOWN> <ESC>
3 times
→ →
Gd is a differential gain. If the valve position is within the GAP parameter range, a differential gain
created based on Kd and Gd is applied to valve control.
3 seconds → →
→
Press <UP> or Press <UP> or
<DOWN> button <DOWN> button
if the above is not if the above is not
displayed. displayed.
<UP>/<DOWN> <ESC>
3 times
→ →
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This function is used to suppress a hunting for valves with high static friction. The initial value is OFF
and it shall be set to 0 % to activate the auto dead band automatically. The value is changed to a proper
value once this mode is activated.
3 seconds
→ →
→
Press <UP> or Press <UP> or
<DOWN> button <DOWN> button
if the above is not if the above is not
displayed. displayed.
<UP>/<DOWN> <ESC>
3 times
→ →
This mode has three modes of operation: Stable, Normal, and Fast that allow you to select the required
responsiveness. The performance modes indicate the response characteristics from slow response to
quick response in the order of Stable, Normal and Fast.
3 seconds
→ →
→
Press <UP> or Press <UP> or
<DOWN> button <DOWN> button
if the above is not if the above is not
displayed. displayed.
<UP>/<DOWN> <ESC>
3 times
→ →
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This function changes the action type of the valve, NORM or REVS. if NORM is selected, the air is
completely released through output port 1 of the positioner when 4 mA is applied, and the maximum
air pressure is loaded to the actuator through output port 1 when 20 mA is applied. If set to REVS, the
maximum air pressure is loaded to the actuator via output port 1 when an input current of 4 mA is
applied to the positioner.
3 seconds
→ →
→
Press <UP> or Press <UP> or
<DOWN> button <DOWN> button
if the above is not if the above is not
displayed. displayed.
<UP>/<DOWN> <ESC>
3 times
→ →
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This is used to set the range of the input signal to control the entire stroke of the valve. You can select
one of the four input signals that consists of 4 ~ 20 mA, 4 ~ 12 mA, 12 ~ 20 mA, and user settings
(Custom, CSt). 4 ~ 20 mA is the factory setting.
3 seconds <UP>
→
→ →
Press <UP> or 4 ~ 20 mA Control
<DOWN> button Initial state
if the above is not
displayed.
<UP>
<UP> <UP>
→
→ →
<UP> <ESC>
3 times
→ →
4 ~ 20 mA Control 4 ~ 12 mA Control
It is used to set the current corresponding to the zeropoint when the valve position of 0 to 100 % is
controlled by the user-set CUSTOM. For example, if the valve is controlled by 6 ~ 20 mA instead of
4 ~ 20 mA, CST ZERO is 6 mA. However, the difference of the current between the origin point and
the endpoint must be greater than 4 mA.
3 seconds
→ →
→
Press <UP> or Press <UP> or
<DOWN> button <DOWN> button
if the above is not if the above is not
displayed. displayed.
<UP>/<DOWN> <ESC>
3 times
→ →
This function is activated by saving the Split Range Mode (SPLIT) of above Section 9.9.2 as “CSt”.
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It is used to set the current corresponding to the endpoint when the valve position of 0 to 100 % is
controlled by the user-set CUSTOM. For example, if the valve is controlled by 4 ~ 18 mA instead of
4 ~ 20 mA, CST ENd is 18 mA. However, the difference of the current between the origin point and the
endpoint must be greater than 4 mA.
3 seconds
→ →
→
Press <UP> or Press <UP> or
<DOWN> button <DOWN> button
if the above is not if the above is not
displayed. displayed.
<UP>/<DOWN> <ESC>
3 times
→ →
This function is activated by saving the Split Range Mode (SPLIT) of above Section 9.9.2 as “CSt”.
The flow characteristic curve of valve is available by selecting one of the following: Linear(LIN), Quick
Open(QO), Equal Percentage(EQ), User Set Characterization 5 Points (U5) and User Set
Characterization 21 Points(U21).
3 seconds
→ →
→
Press <UP> or Press <UP> or
<DOWN> button <DOWN> button
if the above is not if the above is not
displayed. displayed.
<UP>/<DOWN> <ESC>
3 times
→ →
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A total of 5 target positions are set every 4 mA intervals. When shipped from the factory, the initial
positions are P0 (4 mA, 0 %), P1 (8 mA, 25 %), P2 (12 mA, 50 %), P3 (16 mA, 75 %), and P4 (20 mA,
100 %). User can change all 5 points or only change partially and exit the menu by pressing <ESC>
button.
3 seconds
→ →
→
Press <UP> or Press <UP> or
<DOWN> button <DOWN> button
if the above is not if the above is not
displayed. displayed.
or or or
→ → →
<ESC>
2 times
→
This function is activated by saving the Valve Flow Characterization Curves (CHAR) of above Section
9.9.5 as “U5”.
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A total of 21 target points can be set every 0.8 mA intervals. When shipped from the factory, the initial
P0 (4 mA, 0 %), P1 (4.8 mA, 5 %), P2 (5.6 mA 10 %), - - -, P19 (19.2 mA, 95 %), and P20 (20 mA,
100 %). For example, a characteristic curve below can be made through the settings of P1 to P20.
User can change all 21 points or only change partially and exit the menu by pressing <ESC> button.
100.0
90.0
80.0
Target position [%]
70.0
60.0
50.0
40.0
30.0
20.0
10.0
0.0
8.80
4.00
4.80
5.60
6.40
7.20
8.00
9.60
10.40
11.20
12.00
12.80
13.60
14.40
15.20
16.00
16.80
17.60
18.40
19.20
20.00
Input current [mA]
3 seconds
→ →
→
Press <UP> or Press <UP> or
<DOWN> button <DOWN> button
if the above is not if the above is not
displayed. displayed.
To
<UP>/<DOWN> <UP>/<DOWN> automatically
move after
or or several
seconds.
→ →
→
<ESC>
2 times
→
This function is activated by saving the Valve Flow Characterization Curves (CHAR) of above Section
9.9.5 as “U21”.
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It is used to ensure that the valve is fully opened with a large force. When the input signal SP is greater
than the value set in the TSHUT OP, all available force is applied to OUT 1 port to tightly open the
valve. If the input current of 4 mA is 0% of valve position and 20 mA is 100% of valve position, and the
Tight Shut Open value is set to any position less than 100 % (e.g. 95 %), then the valve stroke will be
100 % immediately when the input signal is over the set value (e.g. 95 %). A full supply pressure applied
to the actuator via the OUT1 port prevents leakage of the valve by shutting the valve tightly. However,
when the value is set to 100 %, Tight Shut Open function doesn’t work.
3 seconds
→ →
→
Press <UP> or Press <UP> or
<DOWN> button <DOWN> button
if the above is not if the above is not
displayed. displayed.
<UP>/<DOWN> <ESC>
3 times
→ →
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It is used to ensure that the valve is fully closed with a large force. When the input signal SP is smaller
than the value set in the TSHUT CL, air pressure is vented through OUT 1 port to tightly close the
valve. If the input current of 4 mA is 0 % of valve position and 20 mA is 100 % of valve position, and
the Tight Shut Close value is set to any position larger than 0 % (e.g. 5 %), then the valve stroke will
be 0 % immediately when the input signal goes below the set value (e.g. 5 %). The air venting from
the actuator via the OUT1 port prevents leakage of the valve by shutting the valve tightly. However,
when the value is set to 0 %, Tight Shut Close function doesn’t work.
3 seconds
→ →
→
Press <UP> or Press <UP> or
<DOWN> button <DOWN> button
if the above is not if the above is not
displayed. displayed.
<UP>/<DOWN> <ESC>
3 times
→ →
The following graph shows the operation of the valve stroke when the input signal corresponding to
Tight Shut Open or Tight Shut Close is applied to the device.
100
90
80
Valve Stroke [%]
70
60
50
40
30
20
10
0
0 10 20 30 40 50 60 70 80 90 100
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9.9.10 Target Position Ramp Up Rate (RAMP UP) and Target Position Ramp Down Rate (RAMP dN)
It is used to prevent the valve from moving too fast when the process to be controlled is too sensitive
to rapid changes in flow or pressure. The unit of setting is %/sec. If you want to move 100 % of the
stroke for about 5 seconds, set it to 20 [%/sec]. The rising and falling speed can be set independently,
and the valve will move to the target position as soon as possible when this function is switched off.
100%
80%
60%
40%
20%
0%
0 5 10 15 20 25 30
Before After
The curves below show the target position (red) and the actual position (blue) of the valve after applying
SP Ramp Up/Down rate.
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3 seconds
→ →
→
Press <UP> or Press <UP> or
<DOWN> button <DOWN> button
if the above is not if the above is not
displayed. displayed.
<UP>/<DOWN>
<ESC> <DOWN>
→ →
→
Adjust RAMP UP RAMP UP Time
Time. Finish.
<UP>/<DOWN> <ESC>
3 times
→
→ →
Adjust RAMP DN RAMP DN Time
Time. Finish.
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The analog feedback signal from the positioner can be changed to normal (NORM) or reverse (REVS),
which means they are the same or reversed direction as the actual position.
3 seconds
→ →
→
Press <UP> or Press <UP> or
<DOWN> button <DOWN> button
if the above is not if the above is not
displayed. displayed.
<UP>/<DOWN> <ESC>
3 times
→ →
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ZERO adjusts the zero point of the position transmitter (4 mA feedback), and ENd adjusts the end point
of the transmitter (20 mA feedback). This is used when the analog output signal needs to be
feedbacked differently than the actual position of the valve, or to be adjusted a little. A measuring
instrument such as an ampere meter is needed to view the analog output signal, and it should be
connected as shown below.
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<UP>/<DOWN>
3 seconds
→
→ →
Press <UP> or Adjusting zero The actuator
<DOWN> button point. moves to zero
if the above is not Press <UP> or point.
displayed. <DOWN> button
if the above is not
displayed.
<UP>/<DOWN>
<ESC> <DOWN>
→ →
→
Fit the feedback
signal to 4 mA.
<UP>/<DOWN> <ESC>
3 times
→
→ →
Adjusting end The actuator Fit the feedback
point. moves to end signal to 20 mA.
point.
The feedback signal from the HART communication output of the positioner can be output in the same
direction or the reversed direction as the actual position of the valve. NORM or REVS is selected.
3 seconds
→ →
→
Press <UP> or Press <UP> or
<DOWN> button <DOWN> button
if the above is not if the above is not
displayed. displayed.
<UP>/<DOWN> <ESC>
3 times
→ →
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This function recalculates the output "RUN AP" value changed by the flow characteristics setting mode
to display it linearly proportional to actual input current. For example, if the flow characteristic mode is
set from "LIN" to "EQ", when an input current value of 8 mA (25 %) is applied, the target position is
changed to 6.25 % and "RUN AP" is displayed as 6.25 % after the move. If you change the bACKCAL
from OFF to ON, the "RUN AP" is displayed as 25 %.
3 seconds
→ →
→
Press <UP> or Press <UP> or
<DOWN> button <DOWN> button
if the above is not if the above is not
displayed. displayed.
<UP>/<DOWN> <ESC>
3 times
→ →
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Reverse Action (REVS) or Direct Action (dIR) are automatically set by performing “AUTO 2” within the
Auto Calibration function. However, this function is used when the user requires to change ACT REVS
or ACT dIR to other action. Changing the action from Reverse Action (REVS) to Direct Action (dIR) or
Direct Action (dIR) to Reverse Action (REVS) will also change the Signal Direction (SIG), Position
Transmitter Direction (PTM), HART Feedback Direction (HT) and View Mode (VI).
3 seconds
→ →
→
Press <UP> or Press <UP> or
<DOWN> button <DOWN> button
if the above is not if the above is not
displayed. displayed.
<UP>/<DOWN> <ESC>
3 times
→ →
Displays or changes current linear lever type into standard type or adapter type. If the Lever type mode
is set correctly, the accuracy will be worse at ITP ON than at ITP OFF.
<UP>/<DOWN>
→ →
→
Press <UP> or Press <UP> or
<DOWN> button <DOWN> button
if the above is not if the above is not
displayed. displayed.
<UP>/<DOWN> <ESC>
3 times
→ →
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ITP is used to compensate the linear motion of the actuator into rotary motion of the feedback lever.
Following Auto Calibration, the ITP mode is set automatically to “on” when the angle range of the
feedback lever is greater than 20 °, but it is set to oFF when this angle is less than 20 ° or rotary
positioner is used.
The settings below are the process of manually changing the “ITP oFF” to the “ITP on”.
3 seconds
→ →
→
Press <UP> or Press <UP> or
<DOWN> button <DOWN> button
if the above is not if the above is not
displayed. displayed.
<UP>/<DOWN> <ESC>
3 times
→ →
This function is used to set (LOCK) or disable (UNLOCK) the lock for the parameters. Used to prevent
the stored parameters from being changed.
3 seconds
→ →
→
Press <UP> or Press <UP> or
<DOWN> button <DOWN> button
if the above is not if the above is not
displayed. displayed.
<UP>/<DOWN> <ESC>
3 times
→ →
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This function is used to set the "RUN AP" value on the LCD to be displayed as direct (NORM) or
reversely (REVS) as the actual position of the valve.
3 seconds
→ →
→
Press <UP> or Press <UP> or
<DOWN> button <DOWN> button
if the above is not if the above is not
displayed. displayed.
<UP>/<DOWN> <ESC>
3 times
→ →
This function is used to set the address value of the positioner on HART(Highway Addressable Remote
Transducer) communication. The value from 0 to 63 could be set and default is 0.
3 seconds
→ →
→
Press <UP> or Press <UP> or
<DOWN> button <DOWN> button
if the above is not if the above is not
displayed. displayed.
<UP>/<DOWN> <ESC>
3 times
→ →
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This function initializes all parameters stored in the positioner to initial factory setting. In the dEFAULT
mode, press the Enter button to enables ON/OFF setting and then pressing Enter button for
approximately 3 seconds changes the dEFAULT mode from oFF to “on". Additional pressing of Enter
button resets all parameters to initial factory state.
Pay attention when using this mode as all the parameter values will be changed to the factory
settings.
3 seconds 3 seconds
→
→ →
Press <UP> or Press <UP> or
<DOWN> button <DOWN> button
if the above is not if the above is not
displayed. displayed.
automatically
3 seconds
→ →
→
<ESC>
3 times
→
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This function is used to diagnose the operation of the memory (RAM or NVM) inside the positioner. If
no error is found during SELFTEST, the SELFTEST menu is displayed after FINISH is displayed, and
if abnormalities are detected, the message "SEt / NVMW" is displayed.
3 seconds
→ →
→
Press <UP> or Press <UP> or
<DOWN> button <DOWN> button
if the above is not if the above is not
displayed. displayed.
automatically <ESC>
→ → →
# Diagnostic message
If the abbreviation displayed at the top line is “Set”, it means the event has been
created, and if it is “CLr”, the message has been cleared. NVMW at the bottom is
an alarm message that has occurred. See "9.15 Status and Alarm Code" for alarm
details.
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The table below shows the initial values set at factory for handling the positioner status or associated
process conditions. Each status or alarm is set to one of the Failure, Out of Specification, Maintenance
Required, or Functional Check at factory, so that the corresponding NE107 symbol is displayed when
a specific alarm occurs. This setting is not user-reconfigurable. As shown in the table below, the status
/ alarms that can be manually reset without removing the cause are Auto Calibration Running, Critical
NVM Fail, Non-Critical NVM Fail, PST Fail and Auto Calibration Fail. The two alarms below can be
activated even by using the LCD screen and button without intervention of DD or DTM.
Resettable manually
Status / Alarm Default setting Default NE107 signal
when alarm occurred?
Local Operation Active Enable Functional Check No
Auto Calibration Running Enable Functional Check Yes
PST Running Enable Functional Check No
Position Sensor High Limit Enable Out of Specification No
Position Sensor Low Limit Enable Out of Specification No
Critical NVM Fail Enable Failure Yes
Non Critical NVM Fail Enable Failure Yes
Travel High Limit Disable Out of Specification No
Travel Low Limit Disable Out of Specification No
Deviation Timeout Enable Out of Specification No
PST Fail Enable Failure Yes
Travel Cutoff High Limit Enable Out of Specification No
Travel Cutoff Low Limit Enable Out of Specification No
Not Calibrated Enable Maintenance Required No
Auto Calibration Fail Enable Maintenance Required Yes
Loop Current Low Limit Enable Failure No
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The status of the current process is indicated as GOOd, NE107 symbol, and abbreviation for alarm.
PS FAIL Failure
The table below shows the type of the process status or alarm and its abbreviations. See 9.15 Status
and Alarm Code for the details of each alarm.
<ESC>
3 seconds 2 times
→
→ →
Press <UP> or Press <UP> or
<DOWN> button <DOWN> button
if the above is not if the above is not
displayed. displayed.
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The status of the current device is indicated as GOOd, NE107 symbol, and abbreviation for alarm.
dS FAIL Failure
The table below shows the type of the device status or alarm and its abbreviations. See 9.15 Status
and Alarm Code for the details of each alarm.
<ESC>
3 seconds 2 times
→
→ →
Press <UP> or Press <UP> or
<DOWN> button <DOWN> button
if the above is not if the above is not
displayed. displayed.
It is used to just view the accumulated data information for valve movement up to now.
3 seconds
→ →
→
Press <UP> or Press <UP> or
<DOWN> button <DOWN> button
if the above is not if the above is not
displayed. displayed.
<ESC>
3 times
→
→
Check Cycle Count
value.
This configuration is used to set the upper or lower limit that is generated by the Travel High Limit Alarm
and Travel Low Limit Alarm. Even if this condition is met, the corresponding alarm will not be triggered
if the alarm(s) is not enabled.
Travel High Limit Alarm Enable AL TVLH These are used to set "on" or "oFF" for each
alarm. When set to oFF, the alarm does not occur
even if the conditions are met. All the initial
Travel Low Limit Alarm Enable AL TVLL factory settings are oFF.
3 seconds
→ →
→
Press <UP> or Press <UP> or
<DOWN> button <DOWN> button
if the above is not if the above is not
displayed. displayed.
<UP>/<DOWN> <ESC>
4 times
→
→ →
The alarm is automatically released when the cause of the alarm is removed. For example, if the Partial
Stroke Test fails or Auto Calibration fails, use this function to release the alarm.
Below is an alarm list that can be released using the RST ALRM function.
3 seconds 3 seconds
→
→ →
Press <UP> or Press <UP> or
<DOWN> button <DOWN> button
if the above is not if the above is not
displayed. displayed.
<UP>/<DOWN> <ESC>
<ESC>
3 times
→
→ →
This is used to show the 20 most recent events that occurred in operation. Record 0 is the most recent
of the 20 events and Record 19 is the oldest event. The event detail shows the time when the event
occurred (EVT TIME) as well as the content of the event (EVT INFO). See 9.15 Status and Alarm
Codes for an abbreviation and description of the event details.
3
seconds → →
→
Press <UP> or Press <UP> or
<DOWN> button <DOWN> button
if the above is not if the above is not
displayed. displayed.
<UP>/<DOWN> <ESC>
4 times
→
→ →
Press <UP> or The time the event Check the content of
<DOWN> button occurred, 1013[sec] event.
if the above is not
displayed.
9.12.8 Partial Stroke Test Record (View PST Result Record, PST RSLT)
This is used to show information about the 10 most recent Partial Stroke Tests performed. Record 1 is
the most recent of the 10 PST histories, and Record 10 is the result of the oldest PST operation. The
response time (RT), response code (RC), and dead time (dT) after the PST operation are also shown.
Response time represents the time to reach the target position from the PST start, and deadtime
indicates the time from the start of the PST command to the moment the valve starts to move. The
table below describes the response codes.
3 seconds
→ →
→
Press <UP> or Press <UP> or
<DOWN> button <DOWN> button
if the above is not if the above is not
displayed. displayed.
<UP>/<DOWN>
<DOWN> <DOWN>
→ →
→
Response 1 Dead time 10 sec
<ESC>
4 times
→
Response time
20 sec
Graph below shows PST target position (TP) and actual position (AP) when applying PST Start Position
100 %, Target Position 90 %, Hold Time 10 sec, PST Ramp up Rate 0.5 %/sec, PST Ramp down Rate
0.5 %/sec.
Hold Time
Dead Time
Hold Time
3 seconds
→ →
→
Press <UP> or Press <UP> or
<DOWN> button <DOWN> button
if the above is not if the above is not
displayed. displayed.
<UP>/<DOWN> <ESC>
4 times
→
→ →
PST NOW is used to perform Partial Stroke Test promptly in accordance with the conditions set in
9.12.9.
3 seconds
→ →
→
Press <UP> or Press <UP> or
<DOWN> button <DOWN> button
if the above is not if the above is not
displayed. displayed.
<ESC>
4 times
→
Showing PST NOW
again after finishing.
9.12.11 Periodic PST Test (PST Schedule, PST SCHd oFF / on)
When PST SCHd is set to ON, the Partial Stroke Test is executed regularly under the conditions set in
9.12.9 above. For example, PST is performed every 365 days when PST Interval is set to 365 days.
The initial factory setting is OFF.
3 seconds
→ →
→
Press <UP> or Press <UP> or
<DOWN> button <DOWN> button
if the above is not if the above is not
displayed. displayed.
<ESC>
3 times
→
→
<DOWN>
3 seconds
→ →
→
Press <UP> or
<DOWN> button
if the above is not
displayed.
<ESC>
3 times
→
The error detected during the automatic calibration is displayed on LCD especially when the positioner
may become out of control, may malfunction or may become poor in precision. Once it is detected, the
auto calibration is aborted.
Refer to the table below to check the status and alarm codes that can be displayed on LCD screen or
HART monitor, and then take the appropriate action.
Note 1. Any status or alarms assigned to one of NE107 signals at factory is not newly assignable.
Alarm
Abbreviation Status / Alarm name Description or proposed actions
Code
It indicates the positioner is being operated by manual
0 LOPA Local Operating Active
operation.
Auto Calibration
1 CALR It is active when auto-calibration is in progress.
Running
2 PSTR PST Running It is active when Partial Stroke Test is in progress.
Position Sensor Hi
4 PSNH
Limit Position sensor is out of range. Check the installed state if
Position Sensor Lo it happened during operation.
5 PSNL
Limit
It is active if there is a failure associated with NVM
(Nonvolatile Memory). Initialize the positioner using Default
Non-Critical NVM
7 NVMW function and then AUTO 2 calibration. If it is repeated,
Defect
replace the electronics board by contacting the
manufacturer or manufacturer’s representative.
13 TVLH Travel Hi Limit It is active when the travel exceeds Travel Hi Limit.
14 TVLL Travel Lo Limit It is active when the travel falls below Travel Lo Limit.
It lasts more than 60 seconds with the deviation between
the target location and the actual location out of 5%.
The deviation time 60 seconds and the deviation 5% are
15 dVTO Deviation Time Out not changeable but fixed.
Check if there is no problem with the friction of
valve/actuator, pneumatic leaks, insufficient supply
pressure.
It is active when Partial Stroke Test has failed. Remove the
16 PSTF PST Failure cause of the failure after checking the response code of
the PST.
It is active when the travel exceeds the available high
stroke of the valve/actuator. The available stroke is already
23 TVCH Travel Cutoff Hi Limit set during auto calibration. The event is not created when
Tight Shut Open is used. Aging of the valve / actuator
assembly or problem in the positioner sensor.
It is active when the travel is below the available low stroke
of the valve/actuator. The available stroke is already set
24 TVCL Travel Cutoff Lo Limit during auto calibration process. The event is not created
when Tight Shut Close is used. Aging of the valve /
actuator assembly or problem in the positioner sensor.
Alarm
Abbreviation Status / Alarm name Description or proposed actions
Code
It is active when auto-calibration has not done after
28 NCAL Not Calibrated installation. Perform AUTO 2 calibration after checking if
the installed state is good.
It is active when auto-calibration has failed. Retry auto-
Auto Calibration calibration after checking if there is no problem with
29 CALF
Failure installed state such pneumatic leaks, lever position and
others.
37 LPCL Loop Current Lo Limit It is active if the input current falls below 3.8 mA.
It is active when one of the internal variables are out of
145 VARA Device Variable Alert
range.
It is active when more than one of alarms assigned to
144 MNTR Maintenance Required “Maintenance Required” have happened. Remove the
cause of the alarm after checking it.
It is active when more than one of alarms assigned to
147 FAIL Failure “Failure” have happened. Remove the cause of the alarm
after checking it.
It is active when more than one of alarms assigned to “Out
148 OUTS Out of Specification of Specification” have happened. Remove the cause of the
alarm after checking it.
It is active when more than one of alarms assigned to
149 FUNC Function Check “Functional Check” have happened. Remove the cause of
the alarm after checking it.
- OVER CUR Over Current The input current exceeds 24mA.
Issued : 2022-12-23