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Masoneilan Digital Positioner Svi II Ap - Im - e

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Masoneilan

TM

TM

SVI III AP Digital Positioner


Advanced Performance
Installation and Maintenance Manual (Rev. Y)

Baker Hughes Data Classification: Public


About this Guide
This instruction manual applies to the following instruments and approved software:

SVITM II AP -2 through SVI2 AP -3


with Firmware version 3.1.1, 3.1.2, 3.2.1, 3.2.3/4.1.1, 3.2.5/5.1.1 and 3.2.7/5.1.3.
with ValVueTM version 2.4 or greater
with AMSTM ValVue SNAP-ONTM version 2.4 or greater
with ValVue PRM Plug-in
with handheld communicator with DD published for SVI II AP

The information contained in this manual, in whole or part, shall not be transcribed or copied without Baker Hughes’ written
permission.
In no case does this manual guarantee the merchantability of the positioner or the software or its adaptability to a specific client
needs. Please report any errors or questions about the information in this manual to your local supplier or visit
www.valves.bakerhughes.com.

DISCLAIMER
THESE INSTRUCTIONS PROVIDE THE CUSTOMER/OPERATOR WITH IMPORTANT PROJECT-SPECIFIC REFERENCE
INFORMATION IN ADDITION TO THE CUSTOMER/OPERATOR'S NORMAL OPERATION AND MAINTENANCE
PROCEDURES. SINCE OPERATION AND MAINTENANCE PHILOSOPHIES VARY, BAKER HUGHES COMPANY (AND ITS
SUBSIDIARIES AND AFFILIATES) DOES NOT ATTEMPT TO DICTATE SPECIFIC PROCEDURES, BUT TO PROVIDE BASIC
LIMITATIONS AND REQUIREMENTS CREATED BY THE TYPE OF EQUIPMENT PROVIDED.

THESE INSTRUCTIONS ASSUME THAT OPERATORS ALREADY HAVE A GENERAL UNDERSTANDING OF THE
REQUIREMENTS FOR SAFE OPERATION OF MECHANICAL AND ELECTRICAL EQUIPMENT IN POTENTIALLY
HAZARDOUS ENVIRONMENTS. THEREFORE, THESE INSTRUCTIONS SHOULD BE INTERPRETED AND APPLIED IN
CONJUNCTION WITH THE SAFETY RULES AND REGULATIONS APPLICABLE AT THE SITE AND THE PARTICULAR
REQUIREMENTS FOR OPERATION OF OTHER EQUIPMENT AT THE SITE.

THESE INSTRUCTIONS DO NOT PURPORT TO COVER ALL DETAILS OR VARIATIONS IN EQUIPMENT NOR TO PROVIDE
FOR EVERY POSSIBLE CONTINGENCY TO BE MET IN CONNECTION WITH INSTALLATION, OPERATION OR
MAINTENANCE. SHOULD FURTHER INFORMATION BE DESIRED OR SHOULD PARTICULAR PROBLEMS ARISE WHICH
ARE NOT COVERED SUFFICIENTLY FOR THE CUSTOMER/OPERATOR'S PURPOSES THE MATTER SHOULD BE
REFERRED TO BAKER HUGHES.
THE RIGHTS, OBLIGATIONS AND LIABILITIES OF BAKER HUGHES AND THE CUSTOMER/OPERATOR ARE STRICTLY
LIMITED TO THOSE EXPRESSLY PROVIDED IN THE CONTRACT RELATING TO THE SUPPLY OF THE EQUIPMENT. NO
ADDITIONAL REPRESENTATIONS OR WARRANTIES BY BAKER HUGHES REGARDING THE EQUIPMENT OR ITS USE ARE
GIVEN OR IMPLIED BY THE ISSUE OF THESE INSTRUCTIONS.

THESE INSTRUCTIONS ARE FURNISHED TO THE CUSTOMER/OPERATOR SOLELY TO ASSIST IN THE INSTALLATION,
TESTING, OPERATION, AND/OR MAINTENANCE OF THE EQUIPMENT DESCRIBED. THIS DOCUMENT SHALL NOT BE
REPRODUCED IN WHOLE OR IN PART WITHOUT THE WRITTEN APPROVAL OF BAKER HUGHES.

Copyright
All information contained herein is believed to be accurate at the time of publication and is subject to change without notice.
PN# 055201-241 Rev. Y.
Copyright 2020 by Baker Hughes Company. All rights reserved.

2 | Baker Hughes. © 2020 Baker Hughes Company. All rights reserved.


Document Changes

Version/Date Changes

E/2-2011 Added to description of Switches configuration. See Operations and Maintenance.

F/2-2012 Added description relevant to introduction of the high throughput version, includ-
ing:
Added text applicable to the addition of HART® 6 functionality.
Added sections applicable to the addition of the High Flow unit to the
product line.
Removed reference to being SIL 2 compliant.
Updated for new ValVue 2.8 Options dialog, which includes polling address
scan functions.

G/10-2012 Changed the specifications to reflect single acting supply pressure of up to 100
and double-acting up to 150 psi.
Changed figure on actuator piping.

H/09-2013 Changed Simplified Installation drawing in Output Switches section and added
cautions referring to that section in installation. Added Cautions in Position Low
Limit and Position Upper Limit.
Added text about the 4-20 retransmit galvanic isolation.

I/02-2014 Changed Simplified Installation drawing in Output Switches section and amended
the text.

J/06-2014 Omitted the Remote Sensor install section.


Added section to show where gas normally bleeds from the unit.
Added HART® signal to the HART® Command 3 specification.

K/12-2015 Modified connection drawings for intrinsically safe in Appendices B and C.


Added Fault Matrix section.
Added Burst Mode section.
Changed all references for ValVue to ValVue 3.
Add Device Identification and Fault Matrix.

M/04-2016 Made changes to indicate upgrades for HART® 7 (Squawk command and firm-
ware areas).
Relabeled Fault Matrix to Device Status Diagnostics.

N/09-2016 Changed firmware references for 3.2.7/5.1.3.


Added 475 Handheld information to Configuration and Calibration section.
Changed Air Capacity specifications.
Amended throughput specification in Natural Gas Install section.
Updated download website throughout.

© 2020 Baker Hughes Company. All rights reserved. Masoneilan SVI II AP Installation and Maintenance Manual =| 3
Document Changes

Version/Date Changes

P/08-2017 Removed Verifying Wiring section in general install.


Added section on compliance voltage testing.
Changed references to HART® Foundation to Field Comm.
Added Download Section for software.
Added Models and Features Comparison section.
Added BHGE Documentation Resources for Masoneilan Products section.
Added Notes on Aggressiveness.
Added Troubleshooting Autotune.

Q/12-2017 Updated Output Switches section for DCS configurations.


Updated LCD Troubleshooting table.

R/01-2018 Updated Output Switches section for DCS configurations.


Added section on SVI Physical Characteristic Identification.

S/01-2019 Added note about ATO tight shutoff.


Add contact information.
Added Return Authorization Form.
Added guidance on Auto Tune failure.
Added to tri-loop configuration.
Changed download procedures for new site.
Added to firmware versions.

T/05-2019 Modified Burst Mode section.

U/03-2020 Rebranded to Baker Hughes guidelines.


Updated software download section.
Updated firmware versions.

V/04-2020 Administrative changes

W/04-2020 Administrative changes

X/04-2020 Administrative changes

Y/05-2020 Added spare kit parts for electronic module for double acting with advance
diagonostics

4 | Baker Hughes. © 2020 Baker Hughes Company. All rights reserved.


Contents
1. Safety Information ..................................................................................................................... 15
Safety Symbols........................................................................................................................ 15
SVI II AP Product Safety.......................................................................................................... 16
2. Introduction ................................................................................................................................ 19
ValVue Software ...................................................................................................................... 20
System Requirements ....................................................................................................... 20
ValVue and SV II AP DTM DTM Trial Version................................................................... 20
Masoneilan Software Download ........................................................................................ 21
Operational Overview .............................................................................................................. 24
SVI II AP Features ................................................................................................................... 24
Available Options............................................................................................................... 25
Model and Features Comparison ............................................................................................ 26
About This Manual................................................................................................................... 28
Conventions Used in This Manual ..................................................................................... 28
Baker Hughes Documentation Resources for Masoneilan Products....................................... 29
Related Documentation for the SVI II AP .......................................................................... 29
Masoneilan Help Contacts................................................................................................. 29
3. Installation and Set Up .............................................................................................................. 31
Overview.................................................................................................................................. 31
SVI II AP Dimensions and Weights ................................................................................... 33
Pre-Installation Issues ............................................................................................................. 36
Storage .............................................................................................................................. 36
Unpacking.......................................................................................................................... 36
Installation Steps ..................................................................................................................... 36
Installation Notes ..................................................................................................................... 37
Before Powering Up........................................................................................................... 38
Mounting the Positioner ..................................................................................................... 38
Filter Regulator and Tubing ............................................................................................... 39
Mounting the SVI II AP on Rotary Valves ................................................................................ 39
Required Tools .................................................................................................................. 39
Rotary - 90°........................................................................................................................ 43
Magnet Orientation on Rotary Valve Shafts ...................................................................... 43
Dismantling the SVI II AP from Rotary Valves................................................................... 43
Mounting the SVI II AP on Reciprocating Valves..................................................................... 44
Mounting the SVI II AP on a Reciprocating Actuator ......................................................... 44
Dismantling the SVI II AP from Reciprocating Valves ....................................................... 47
Installing the SVI II AP for Double- Acting Operation .............................................................. 48
Connecting the Tubing and Air Supply .................................................................................... 51
Single Acting Positioner..................................................................................................... 52
Double Acting Positioner ................................................................................................... 54
Connecting the Air Supply ................................................................................................. 56

© 2020 Baker Hughes Company. All rights reserved. Masoneilan SVI II AP Installation and Maintenance Manual =| 5
Wiring the SVI II AP ................................................................................................................. 56
Connecting to the Control Loop ......................................................................................... 56
4. Check Out and Power Up .......................................................................................................... 59
Overview .................................................................................................................................. 59
Position Sensor Principles ....................................................................................................... 59
Check Out Procedures ............................................................................................................ 60
Actuator, Linkages, or Rotary Adapter............................................................................... 60
Verify Mounting and Linkage Adjustment .......................................................................... 60
Checking the Magnet ......................................................................................................... 60
Checking the Air Supply..................................................................................................... 63
Checking the Electronic Module Connections ................................................................... 64
Operational Checkout .............................................................................................................. 65
Connecting to the Current Source ..................................................................................... 65
Powering Up the SVI II AP................................................................................................. 66
Pushbutton Locks and Configuration-Lock Jumper ........................................................... 67
5. Using the Digital Interfaces ........................................................................................................ 69
Overview .................................................................................................................................. 69
Local Display and Pushbuttons.......................................................................................... 70
HART® Handheld Communicator...................................................................................... 71
ValVue ............................................................................................................................... 71
Pushbuttons and Local Display ............................................................................................... 71
Pushbuttons ....................................................................................................................... 72
Pushbutton Locks and Configuration-Lock Jumper ........................................................... 73
Hardware Configuration Lock ............................................................................................ 73
Display Menus ......................................................................................................................... 74
NORMAL Operating Mode and MANUAL Mode Menus .................................................... 74
Configure Menu ................................................................................................................. 75
Calibration Menu................................................................................................................ 79
VIEW DATA Menu ............................................................................................................. 80
FAILSAFE Mode ................................................................................................................ 82
VIEW ERR Diagnostics Messages .................................................................................... 83
Display and Clear Error Messages .......................................................................................... 89
Positioner Fault Messages................................................................................................. 89
Return to Normal Operation............................................................................................... 89
Hand Held Communicator ....................................................................................................... 90
HART® 6 and 7 Squawk Command ........................................................................................ 91
6. Configuration and Calibration Using Pushbuttons ..................................................................... 93
Configuration and Calibration .................................................................................................. 93
Configuration with Pushbutton Display .................................................................................... 94
Viewing Configuration Data ............................................................................................... 94
VIEW DATA Settings ......................................................................................................... 95
Calibration................................................................................................................................ 97
Calibrating the SVI II AP Unit Using Pushbuttons.............................................................. 97
Correct for Over Travel ...................................................................................................... 98
Adjust Input Signal Range ................................................................................................. 99

6 | Baker Hughes. © 2020 Baker Hughes Company. All rights reserved.


Check-out with a HART® Handheld Communicator.............................................................. 101
Emerson 475 Handheld Menu Structure ............................................................................... 103
Run Auto Tune................................................................................................................. 104
Run Find Stops ................................................................................................................ 104
Run Open Stop Adjustment ............................................................................................. 104
Run Diagnostics............................................................................................................... 104
View and Clear Faults...................................................................................................... 105
Configuring and Calibrating with ValVue ............................................................................... 106
Troubleshooting Autotune...................................................................................................... 107
Installation of Cover ............................................................................................................... 108
7. Wiring an SVI II AP .................................................................................................................. 109
Overview................................................................................................................................ 109
System Connections.............................................................................................................. 109
Wiring Guidelines................................................................................................................... 111
SVI II AP Setups .............................................................................................................. 112
Grounding Practices ........................................................................................................ 115
Compliance Voltage in Single Drop Current Mode .......................................................... 115
Wire Size and Conduit ..................................................................................................... 116
HART® Physical Layer Compliance of the Control System .................................................. 117
Impedance Constraints.................................................................................................... 117
Noise Constraints ............................................................................................................ 117
Cabling and Interconnection Requirements..................................................................... 118
Capacitance vs. Length of Cable for HART® .................................................................. 118
HART® Filter Required for Certain Control System Output Circuits................................ 118
Split Range Applications........................................................................................................ 119
Multiple Output Circuit Control System ............................................................................ 120
Isolators ........................................................................................................................... 121
Supplemental Power Supply............................................................................................ 123
Verify Wiring and Connections ........................................................................................ 123
Required Practices for Explosion Proof Installations ............................................................. 125
Clarification of Terminology ............................................................................................. 125
Recommended Practice for Severe or Humid Environments .......................................... 125
8. HART® Communications with Intrinsic Safety ........................................................................ 127
Overview................................................................................................................................ 127
HART® Barrier Compliance .................................................................................................. 128
Output Channel Isolation ....................................................................................................... 129
HART® Filter Requirements .................................................................................................. 129
Modem and Computer Use in Intrinsically Safe Circuits........................................................ 131
MACTek® Intrinsically Safe modem ................................................................................ 131
MACTek® Warning.......................................................................................................... 131
Use of Handheld Communicators In Intrinsically Safe Circuits........................................ 131
9. Operation and Maintenance .................................................................................................... 133
Principle of Operation ............................................................................................................ 133

© 2020 Baker Hughes Company. All rights reserved. Masoneilan SVI II AP Installation and Maintenance Manual =| 7
Physical and Operational Description .................................................................................... 134
Electronics Module........................................................................................................... 134
Output Switches............................................................................................................... 135
Pneumatic Module ........................................................................................................... 141
SVI II AP D/A Bleed Slots ................................................................................................ 144
Optional Display and Pushbuttons................................................................................... 145
SVI II AP Maintenance and Repair ........................................................................................ 145
Repair .............................................................................................................................. 146
Tools Needed................................................................................................................... 146
Display Cover Removal and Installation .......................................................................... 146
I⁄P Module Removal and Installation................................................................................ 148
Relay Removal and Installation ....................................................................................... 150
Adjusting I/P Zero ............................................................................................................ 151
Connecting Components to the Electronics Module ........................................................ 151
Repair by Replacement ......................................................................................................... 151
Internal Diagnostics ............................................................................................................... 152
FAILSAFE Mode ............................................................................................................. 152
Upgrading Firmware .............................................................................................................. 153
Tools Required................................................................................................................. 153
Installing Firmware Upgrade ............................................................................................ 154
Preparing to Contact Customer Support or Product Return .................................................. 155
10. Specifications and References .............................................................................................. 157
Physical and Operational Specifications................................................................................ 157
Spare Parts ............................................................................................................................ 166
11. Air to Open and Air to Close Actuators .................................................................................. 171
Actuator Action ...................................................................................................................... 171
12. Installing an SVI II AP in a Natural Gas Environment ............................................................ 175
Remote Actuator Vent Gas Connection................................................................................. 177
Remote Gas Piping.......................................................................................................... 177
Single and Double Acting Installation .............................................................................. 177
High Flow Installation....................................................................................................... 179
13. Air Supply Requirements ....................................................................................................... 181
Air Supply Requirements ....................................................................................................... 181
14. Adjusting Speed of Response ............................................................................................... 183
Adjusting Speed of Response ............................................................................................... 183
15. Advanced Usage ................................................................................................................... 185
Technology to Maximize Savings and Process Performance................................................ 185
Tight Shutoff Application to Protect from Seat Erosion.................................................... 185
Tight Shutoff Application to High Pressure Liquid Letdown Valve Trim........................... 185

8 | Baker Hughes. © 2020 Baker Hughes Company. All rights reserved.


Using ValVue Diagnostics ..................................................................................................... 186
Continuous Diagnostics ................................................................................................... 186
Monitoring a Valve Bellows Seal ..................................................................................... 186
Critical Service, Cavitation Control Trim .......................................................................... 186
Diagnostic Valve Tests .................................................................................................... 187
16. Glossary ................................................................................................................................ 189
17. Burst Mode Operations .......................................................................................................... 197
Sample Tri-Loop Configuration........................................................................................ 199
18. Device Status Diagnostics ..................................................................................................... 201
19. Determining an SVI Positioner Compliance Voltage in a Control System ............................. 209
Compliance Test Setup ......................................................................................................... 209
20. SVI Physical Characteristic Identification .............................................................................. 211
Body Styles............................................................................................................................ 211
Additional Differences Between SVI II AP and SVI II ............................................................ 214
21. How Do I Interface with the SVI II AP DTM? ......................................................................... 217
Getting Started Tasks ............................................................................................................ 217
Common Tasks...................................................................................................................... 217

© 2020 Baker Hughes Company. All rights reserved. Masoneilan SVI II AP Installation and Maintenance Manual =| 9
10 | Baker Hughes. © 2020 Baker Hughes Company. All rights reserved.
Figures
1 SVI II AP Positioner .......................................................................................................... 19
2 Download Center: Search for Valve3 ............................................................................... 22
3 Opening Dialog................................................................................................................. 22
4 InstallShield Wizard Complete.......................................................................................... 23
5 SVI II AP Components...................................................................................................... 31
6 SVI II AP High Flow Components..................................................................................... 32
7 SVI II AP Single-Acting Dimensions ................................................................................. 33
8 SVI II AP Double-Acting Dimensions................................................................................ 34
9 SVI II AP High Flow Dimensions ...................................................................................... 35
10 CamflexTM with Mounting Bracket (Side View) ................................................................. 40
11 Camflex ATO Mounting (Front View)................................................................................ 41
12 Mounting Bracket on Air-to-Close Actuator ...................................................................... 41
13 Model 33 Actuator ............................................................................................................ 43
14 Magnet Holder for Reciprocating Valves .......................................................................... 45
15 Reciprocating Valve Mounting Bracket............................................................................. 45
16 Lever for Model 87/88 Multispring Actuator...................................................................... 45
17 Reciprocating Linkage ...................................................................................................... 47
18 85/86 Valve....................................................................................................................... 48
19 Stroke Settings ................................................................................................................. 48
20 Bracket Configuration Strokes .5 - 2.50” and 3-6” ............................................................ 49
21 Magnet Position with Valve Closed .................................................................................. 49
22 Lever Alignment................................................................................................................ 50
23 SVI II AP Air Ports on Single Acting Positioner ................................................................ 53
24 SVI II AP High Flow Air Ports on Single Acting Positioner ............................................... 53
25 Air Ports on Double Acting Positioner .............................................................................. 54
26 Double Acting Positioner ATO⁄ATC Settings for Reciprocating Valves ............................ 55
27 Magnet Orientation for Rotary Valves with Valve Closed ................................................. 61
28 Magnet Orientation for 90° Valve Rotation with De-energized Actuator........................... 61
29 Magnet Holder for Reciprocating Valves .......................................................................... 62
30 Reciprocating Valve Mounting Bracket............................................................................. 62
31 Connections to Electronics Module (via Terminal Board)................................................. 64
32 SVI II AP Display .............................................................................................................. 72
33 NORMAL Operation and MANUAL Menu Structures ....................................................... 74
34 CONFIGure Menu ............................................................................................................ 75
35 CALIBration Menu ............................................................................................................ 79
36 VIEW DATA Menu............................................................................................................ 81
37 FAILSAFE Menu............................................................................................................... 82
38 HART® Command 72 Squawk Function .......................................................................... 91
39 Configuration Pushbutton Guide ...................................................................................... 96
40 Calibration Pushbutton Guide......................................................................................... 100
41 SVI II AP HART® Communicator Connections .............................................................. 101
42 General Purpose and Explosion Proof Installation ......................................................... 113
43 Intrinsically Safe Installation ........................................................................................... 114

© 2020 Baker Hughes Company. All rights reserved. Masoneilan SVI II AP Installation and Maintenance Manual =| 11
44 Split Range with Isolator .................................................................................................122
45 Split Range with Supplemental Power Supply - Non-Hazardous ...................................124
46 Intrinsically Safe Installation with Zener Barrier and HART® Filter ................................128
47 Intrinsically Safe Installation with Galvanic Isolator ........................................................130
48 Block Diagram with I/P Converter and Pressure Sensor ................................................133
49 Switch Installation Drawing without Load: Configuration Not Allowed............................135
50 Switch Installation Drawing: Correct Configuration with Load ........................................137
51 DCS Switches Wiring Options ........................................................................................138
52 SVI II AP Pneumatic Module with Single Acting Relay...................................................141
53 SVI II AP High Flow Pneumatic Module with Single Acting Relay..................................142
54 Double Acting Pneumatic Relay .....................................................................................143
55 Bleed Slots On Air Routing Plate....................................................................................144
56 Bleed Slots on Complete Unit.........................................................................................145
57 SVI II AP Display and Pneumatic Covers .......................................................................146
58 Pneumatic Cover Screws: High Flow .............................................................................148
59 Pneumatic Cover Screws: AP (Four Shown)..................................................................149
60 SVI II AP High Flow Pneumatic Module with Single Acting Relay..................................149
61 Body Sticker....................................................................................................................153
62 SVI2 AP Model Numbering.............................................................................................165
63 ATO and ATC Action with Linear Positioner Characteristics ..........................................172
64 ATO and ATC Action in Percentage of Positioner Characteristics .................................173
70 Burst Mode Configuration: SPA with SVI II AP...............................................................198
71 Sample Tri-Loop Configuration.......................................................................................199
72 Compliance Voltage Test Setup .....................................................................................209
73 SVI2 AP: Cover Phase In Started 2015..........................................................................211
74 SVI2 AP: Cover Phase Out Started 2015 .......................................................................212
75 SVi1000: Started Shipping 2011.....................................................................................212
76 SVI2 -1: Obsolete ...........................................................................................................212
77 SVI2: Obsolete................................................................................................................213
78 SVI I: Obsolete................................................................................................................213
79 Cover and Mounting Screw Configuration ......................................................................214
80 Pneumatic Ports .............................................................................................................214
81 SVI2 AP Cover Differences ............................................................................................215

12 | Baker Hughes. © 2020 Baker Hughes Company. All rights reserved.


Tables
1 SVI II AP Positioner Field Upgrade from SD to AD ......................................................... 26
2 Key Performance Indicators by Model............................................................................. 26
3 Features vs. Model .......................................................................................................... 26
4 SVI II AP Installation Steps.............................................................................................. 36
5 Travel Sensor Alignment ................................................................................................. 42
6 Reciprocating Valve Mounting Hole and Turnbuckle Length........................................... 46
7 Air Supply Requirements ................................................................................................. 51
8 SVI II AP Models and Functionality ................................................................................. 64
9 Pushbutton Lock Security Level ...................................................................................... 67
10 Pushbutton Lock Security Level ...................................................................................... 73
11 Guidelines for Characteristic Choice ............................................................................... 78
12 Error Messages ............................................................................................................... 84
13 VIEW DATA Settings....................................................................................................... 95
14 Rough Guide to Effect s of Changing PID Values ......................................................... 107
15 Compliance Voltage for Single Channel Zener with 22 AWG Cable ............................. 115
16 Compliance Voltage for Galvanic Isolator with 22 AWG Cable ..................................... 116
17 Compliance Voltage for No Barrier with HART® Filter and Resistor and
18 AWG Cable ............................................................................................................... 116
18 Supplemental Voltage for Split Range........................................................................... 123
19 Environmental Specifications ........................................................................................ 157
20 Operational Specifications............................................................................................. 158
21 Input Signal, Power, and Display Specifications ........................................................... 159
22 Construction Material Specifications ............................................................................. 159
23 System Connectivity ...................................................................................................... 160
24 Pneumatics Single Acting Standard Flow...................................................................... 160
25 High Flow Pneumatics Single Acting High Flow ............................................................ 161
26 Pneumatics Double Acting Standard Flow .................................................................... 161
27 HART® Device Information ........................................................................................... 162
28 Device Variables............................................................................................................ 163
29 Tight Shutoff Parameters for High Pressure Liquid Letdown Trim ................................ 186
30 Device Status Diagnostics............................................................................................. 201
31 Expected Voltage Range at Positioner Terminals ......................................................... 210

© 2020 Baker Hughes Company. All rights reserved. Masoneilan SVI II AP Installation and Maintenance Manual =| 13
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1. Safety Information

This section provides safety information including safety symbols that are used on the SVI II
AP and the safety symbol definition.

CAUTION Read this entire section before installation and operation.

Safety Symbols
SVI II AP instructions contain WARNINGS, CAUTIONS labels and Notes, where
necessary, to alert you to safety related or other important information. Total compliance
with all WARNING, and CAUTION notices is required for safe operation.

WARNING Indicates a potentially hazardous situation, which if not avoided could


result in serious injury.

CAUTION Indicates a potentially hazardous situation, which if not avoided could


result in property or data damage.

NOTE Indicates important facts and conditions.

© 2020 Baker Hughes Company. All rights reserved. Masoneilan SVI II AP Installation and Maintenance Manual =| 15
SVI II AP Product Safety
The SVI II AP digital valve positioner is intended for use with industrial compressed air or
natural gas systems only.

Ensure that an adequate pressure relief provision is installed when the application of
system supply pressure could cause peripheral equipment to malfunction. Installation
must be in accordance with local and national compressed air and instrumentation codes.

General installation, maintenance or replacement

√ Products must be installed in compliance with all local and national codes and
standards by qualified personnel using safe site work practices. Personal
Protective Equipment (PPE) must be used per safe site work practices.
√ Ensure proper use of fall protection when working at heights, per safe site work
practices. Use appropriate safety equipment and practices to prevent the dropping
of tools or equipment during installation.
√ Under normal operation, compressed supply gas is vented from the SVI II AP to
the surrounding area, and may require additional precautions or specialized
installations.

Intrinsically Safe Installation

Products certified as explosion proof or flame proof equipment or for use in intrinsically
safe installations MUST BE:

√ Installed, put into service, used and maintained in compliance with national and
local regulations and in accordance with the recommendations contained in the
relevant standards concerning potentially explosive atmospheres.
√ Used only in situations that comply with the certification conditions shown in this
document and after verification of their compatibility with the zone of intended use
and the permitted maximum ambient temperature.
√ Installed, put into service and maintained by qualified and competent professionals
who have undergone suitable training for instrumentation used in areas with
potentially explosive atmospheres.

16 | Baker Hughes. © 2020 Baker Hughes Company. All rights reserved.


WARNING Before using these products with fluids/compressed gases
other than air or for non-industrial applications, consult the
factory. This product is not intended for use in life support
systems.

Under certain operating conditions, the use of damaged


instruments could cause a degradation of the performance of
the system, which can lead to personal injury or death.

Under certain operating conditions the SVI II AP High Flow


unit can produce noise levels greater than 85 dBA. Perform
proper site monitoring and testing to verify the need for
engineering or administrative controls to eliminate or reduce
hazardous noise levels.

Installation in poorly ventilated confined areas, with any


potential of gases other than oxygen being present, can lead
to a risk of personnel asphyxiation.

Use only genuine replacement parts which are provided by the manufacturer, to
guarantee that the products comply with the essential safety requirements of the
European Directives.

Changes to specifications, structure, and components used may not lead to the revision
of this manual unless such changes affect the function and performance of the product.

© 2020 Baker Hughes Company. All rights reserved. Masoneilan SVI II AP Installation and Maintenance Manual =| 17
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2. Introduction

The SVI II AP (Smart Valve Interface) is the next generation of Masoneilan’s intelligent
digital valve positioners. The SVI II AP is a high performance, digital valve positioner that
combines a local display with remote communication and diagnostic capabilities. The SVI II
AP offers a multitude of options that fulfills the broadest range of applications. It also
communicates using the HART® protocol. The High Flow version is capable of 2.2 Cv air
throughput.

An optional pushbutton and LCD display enables local operations of calibration and
configuration functions. Remote operations can be performed with ValVue software or any
HART® Registered host interface that has been pre-loaded with the Device Description file
(DD) for SVI II AP.

The SVI II AP is provided with Masoneilan’s ValVue software. The user-friendly interface
facilitates the setup and diagnostics of a control valve.

Figure 1 SVI II AP Positioner

© 2020 Baker Hughes Company. All rights reserved. Masoneilan SVI II AP Installation and Maintenance Manual =| 19
ValVue Software
Not only does ValVue provide the ability to quickly and easily set up the SVI II AP you can
also monitor operation and diagnose problems with ValVue’s advanced diagnostic
capabilities.

NOTE You must use the ValVue 3 software and the SVI II AP DTM
software to support HART® 7. ValVue 2.x will not work.

NOTE If you are new to DTM technology there is a good explanation


given on the fdtgroup home page. Visit:
https://fdtgroup.org/technology/components/ for an
explanation of basic frame and DTM concepts.

System Requirements
Minimum requirements for all versions of ValVue software are Windows® 2003 Server
(SP3), Windows® 2008 Server (SP2), XP, Windows® 7, Windows® 8, Windows® Server
2012, 64 MB RAM, and a serial or USB port connected to a HART® modem. For software
installation, a connection to the internet to download ValVue and the SVII AP DTM.

ValVue and SV II AP DTM DTM Trial Version


You must download the ValVue software and the SVII AP DTM software and install to
configure and use the SVI II AP. For the most recent software visit our SVI II AP web site
at:
valves.bakerhughes.com/resource-center.

The SVI II AP DTM software and the Valve software comes with a trial version of ValVue.
For 60 days after the initial installation, The ValVue software provides the FDT frame
capability in which the SVI II AP DTM software operates. The SVI II AP DTM software
provides the capability of configuring, calibrating, diagnosing, trending and much more.
After the 60 trial period ValVue must be registered for use. ValVue Functionality includes:

√ Setup Wizard √ Remote display of valve position, actu-


ator pressure(s)
√ Set calibration parameters √ Set configuration parameters
√ Monitor status⁄error indicators √ Input/Output configuration
√ Remote calibration of the SVI II AP √ Remote configuration of the SVI II AP
√ Remote operation of the SVI II AP √ Backup and restore configuration
(clone device)

20 | Baker Hughes. © 2020 Baker Hughes Company. All rights reserved.


√ Trend setpoint, valve position, actuator √ Display comparative test results (full
pressure version only)
√ Perform diagnostic test procedures (full
version only)

Advanced and Online Diagnostics

The SVI II AP offers various levels of control valve diagnostics. Up to five pressure
sensors that detect circuit board temperature, loop current, and reference voltage, are
available for diagnostics.

For more details on the use of ValVue software, refer to the ValVue User’s Guide. Contact
the factory or your local representative to obtain licensing information.

Masoneilan Software Download


This installs not only the ValVue software and the SVI DTMs but the SQL Express®
software, the GE NI-FBUS-H1 Comm. DTM, Microsoft® VC++ Redistributable package
and the .Net framework.

If you have a previous installation of the GE NI-FBUS-H1 Comm.


DTM, you need to use Control Panel to uninstall before proceeding.

During the install, SQL is installed.

It is highly recommended that you check for ValVue updates on the


Baker Hughes website (valves.bakerhughes.com/resource-center)
every six months to keep this program current for security issues.

During the initial installation, if you do not have SQL installed, you are
prompted to reboot your system. Follow the prompts to do so and the
ValVue install automatically commences after reboot.

© 2020 Baker Hughes Company. All rights reserved. Masoneilan SVI II AP Installation and Maintenance Manual =| 21
For ValVue 3 or DTM registration, you must run the frame application
(i.e. ValVue 3, PACTware etc) as Administrator. For instance, for Val-
Vue3, select the icon or ValVue3 in the Start menu, right-click and
select Run as Administrator. To reviewer: not true anymore?

This also applies when using Masoneilan DTMs inside of


PACTware® or other vendor and updating licensing

If you are performing these functions on a Masoneilan DTM using


ValVue3 and ValVue3 is run as an Administrator, then the DTMs
inherit the Windows Administrator properties from ValVue3.

The individual SVI DTMs can be separately downloaded.

1. Go to the Resource Library (valves.bakerhughes.com/resource-center) and enter


ValVue in the search field Figure 2.

Figure 2 Download Center: Search for Valve3

The results appear (red box in Figure 2).

2. Use the arrows to move through the selections. Select Download below ValVue
V3.60 Installer Download and Figure 3 appears.

Figure 3 Opening Dialog

22 | Baker Hughes. © 2020 Baker Hughes Company. All rights reserved.


NOTE The dialog that appears for download varies by the program
used.

3. Click Save File, click OK and it saves to the Windows Downloads folder.

NOTE For fastest installation, save the download file to your laptop/
PC. Don't install from the website.

4. Open Windows Explorer and click the Windows Downloads folder.


5. Unzip the files to a folder on your local drive.
6. Right-click the installer, click Open and follow the instructions to install.

NOTE The last dialog contains useful information on where to find


help resources (Figure 4).

Figure 4 InstallShield Wizard Complete

© 2020 Baker Hughes Company. All rights reserved. Masoneilan SVI II AP Installation and Maintenance Manual =| 23
Operational Overview
The SVI II AP is a smart electro-pneumatic positioner that receives a 4 - 20 mA electrical
position setpoint signal from the controller and compares the position setpoint input signal
to the valve position feedback sensor. The difference between the position setpoint and
position feedback is analyzed by the position control algorithm that sets a servo signal for
the I/P converter. The output pressure of the I/P is amplified by a pneumatic relay that
drives the actuator. Once the error between the setpoint and the valve position feedback
is within range, no other correction is applied to the servo signal in order to maintain valve
position.

The local explosion proof LCD/Buttons (if equipped) display provides configuration or
calibration mode in all operating environments. The limit switch⁄ transmitter options board
provides contact outputs that are software configurable, and an analog (4 - 20 mA)
position feedback.

SVI II AP Features
The SVI II AP Digital Valve Positioner (see Figure 1 on page 19) is suitable for installation
indoors or outdoors, and in a corrosive industrial or marine environment and is equipped
with the following features:

√ Extreme Accuracy
√ Extreme Reliability
√ Extreme Digital Precision
√ Automated Valve Commissioning
√ Precise, Quick, Responsive Control of Valve Position
√ Valve Position Autotuning
√ One Model for Rotary or Reciprocating Valves
√ Local Operation⁄ calibration⁄ configuration with Optional Flameproof Push Buttons
and LCD Digital Display
√ Compatible with Air-to-Close or Air-to-Open Actuators
√ Non-contact Magnet Coupled (Hall Effect) Position Sensing for Rotary and
Reciprocating Control Valves
√ Sealed Housing with No Moving Shafts, No Shaft Penetration, and Fully Potted
Electronics
√ Uniform Hazardous Area Approvals for ATEX, CSA, and FM with Other Approvals
Available Upon Request
√ Local, On-line Diagnostic Condition Monitor: Total Stem Travel, Number of Valve
Cycles, Predictive Maintenance Data

24 | Baker Hughes. © 2020 Baker Hughes Company. All rights reserved.


√ Advanced Valve Diagnostics with ValVue Software and the Pressure Sensor
Option
√ User-adjustable Response Times
√ Split-range Capability
√ Configurable High and Low Position Limits
√ Characterize Stroke
Linear
Equal Percentage 50:1
Equal Percentage 30:1
Quick Opening
11 Point Custom Characterization
Camflex Percentage
√ Optimized Performance Regardless of Actuator Size
√ Linearity Compensation for Actuator Linkages with
ValVue Software
√ User Configurable Tight Shutoff at Adjustable Input Signal
√ HART® 5, 6 or 7, depending on firmware version
√ HART® Remote Operation Calibration Configuration Diagnostics Using ValVue
software or a HART® handheld communicator
√ Single or Double Acting (not available for the High Flow version)

Available Options
Some of the options available for the SVI II AP include:

√ Remote Position Sensor


√ Two Contact Outputs User Linked to Various Status and Alarm Flags
√ Offshore Construction - Stainless Steel Housing and Components
√ Pushbutton Display

© 2020 Baker Hughes Company. All rights reserved. Masoneilan SVI II AP Installation and Maintenance Manual =| 25
Model and Features Comparison
Table 1 SVI II AP Positioner Field Upgrade from SD to AD

Model SD AD
Positioner Signature X X
Step Test X X
Embedded Signature X
Valve Signature X
Seating Analysis X

Table 2 Key Performance Indicators by Model

Key Performance SV II AP Model AD


Response Time X X
Setpoint Offset X X
Setpoint Error X X
Position Overshoot X X
Oscillation Frequency X X
Lag X X
Valve Friction X
Spring Initial X
Spring Final X
Spring Rate X

Table 3 Features vs. Model

SVI II AP Version
CATEGORY FEATURE SD AD
Low Copper Aluminum (ASTM 360, < 0.5% Copper) X X
Stainless Steel (316L) m1 m1
Housing
Dual 1/2 NPT Electrical Port X X
Temperature: Circuit Board X X
Position: Non-Contact, Hall sensor X X
Pressure: Atmospheric X X
Sensors Pressure: Supply Pressure X X
Pressure: I/P Pressure m X
Pressure: Actuator P1 (Direct Port) m X
Pressure: Actuator P2 (Reverse Port, Double-Acting) m X

26 | Baker Hughes. © 2020 Baker Hughes Company. All rights reserved.


Table 3 Features vs. Model (Continued)

Remote Position Sensor X X


Programmable Solid State Switches m m
Input / Outputs
4-20mA Position Retransmit Feedback m m
Split Ranging (Minimum Span: 5mA) X X
Valve Characterization X X
Autostops (Zero & Span) X X
Positioning
Live Tuning2 X X
Autotune X X
Positioner Signature (Travel vs Setpoint) X X
Multiple Step Test (Travel, Setpoint vs Time) X X
Embedded Standard Signature X
High Resolution Extended Valve Signature X
Plug & Seat Profile Analysis X
Cycle Counter X X
Travel Accumulator X X
Data Historian Time Closed X X
Time Near Closed X X
Time Open X X
Position Deviation X X
Air Supply Low X X
Alerts
Device Integrity X X
Calibration X X
Actuator Support Single-Acting (S) Double-Acting (D) S or D S or D

m = Optional and field upgrade capable using HART

1 Factory-ordered option only. Not field upgradeable.

2 Requires ValVue Software.

© 2020 Baker Hughes Company. All rights reserved. Masoneilan SVI II AP Installation and Maintenance Manual =| 27
About This Manual
The SVI II AP Instruction Manual is intended to help an experienced field personnel
install, setup, and calibrate an SVI II AP in an efficient manner. This manual also provides
in-depth information on SVI II AP software, digital interfaces, operation, intrinsic safety
configurations, and specifications. If you experience problems that are not documented in
this guide contact the factory or your local representative. Sales offices are listed on the
back cover of this manual.

Conventions Used in This Manual


Conventions used in this manual are as follows:

√ Uppercase, italicized letters are used when referencing a term used in the SVI II
AP display window. For example, when indicating the term mode, as in setup
mode, and referring to the display/software operation the convention is to spell
mode is all uppercase letters: MODE.
√ Italics is used for emphasis on important items.
√ Fields where data is entered or user-entered data is italicized.
√ Actions performed on buttons, checkboxes, etc. appear bolded. For example: Click
Done.

NOTE Indicates important facts and conditions.

CAUTION Indicates a potentially hazardous situation, which if not


avoided could result in property damage or data loss.

WARNING Indicates a potentially hazardous situation, which if not


avoided could result in death or serious injury.

28 | Baker Hughes. © 2020 Baker Hughes Company. All rights reserved.


Baker Hughes Documentation Resources for Masoneilan
Products
Baker Hughes publishes several different resources for documentation on Masoneilan
products:

√ Bench quick starts contain information related to configuration and testing in a


bench top environment.
√ Hardware quick starts contain installation information and other basic information
related to getting a device installed and very generally configured.
√ Hardware instruction manuals contain more complete information for configuration
of a device. This manual also includes information on background functionality and
special circumstances useful in installation, configuration and operation/
troubleshooting.
√ Software manuals contain more complete information for the software
configuration of a device. This manual also includes information on background
functionality and special circumstances useful in configuration and operation
(including diagnostics and their interpretation). These manuals represent the same
source material as the online help.
√ Handheld documents: Give the DD mappings for the product.

Check the website: valves.bakerhughes.com/resource-center.

Related Documentation for the SVI II AP


√ ValVue documentation: The SVI II AP DTM works inside various software (such as
PACTware), however it is designed to work best with out ValVue 3 software. See
the ValVue 3 help or Masoneilan Products ValVue 3 Software Manual
(GEA31426).
√ Masoneilan SVI II AP Digital Positioner Advanced Performance Quick Start Guide
(GEA19679)
√ Masoneilan Products SVI II AP DTM Software Manual (GEA31429)
√ Masoneilan SVI II AP Advanced Performance Digital Positioner Bench Quick Start
(GEA32138)
√ Emerson 475 Handheld and Push Button Guide for Masoneilan SVI II AP

Masoneilan Help Contacts


√ Email: svisupport@BakerHughes.com
√ Phone: 888-SVI-LINE (888-784-5463)

© 2020 Baker Hughes Company. All rights reserved. Masoneilan SVI II AP Installation and Maintenance Manual =| 29
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3. Installation and Set Up

Overview
The SVI II AP (Smart Valve Interface - see Figure 5 and Figure 6 on page 32) is a high
performance, digital valve positioner that combines a local display with remote
communication and diagnostic capabilities. The SVI II AP is available with a variety of
options to fulfill diverse applications and it communicates using the HART® protocol.

NOTE Prior to beginning the installation process review the “Safety Information”
on page 15.

SVI II AP Cover SVI II AP Assembled

Pneumatic Train and


Cover (I/P Module,
Relay)
Electronics
Manifold Module
I/P

Relay

Figure 5 SVI II AP Components

© 2020 Baker Hughes Company. All rights reserved. Masoneilan SVI II AP Installation and Maintenance Manual =| 31
I/P
Manifold
Cover (I/P Module)

Relay

Electronics
Module

SVI II AP Cover

Figure 6 SVI II AP High Flow Components

32 | Baker Hughes. © 2020 Baker Hughes Company. All rights reserved.


203.93 mm
8.03 in

122.55 mm
34.00 mm
4.825 in
1.34 in 96.56 mm
3.8 in

1.90 mm (1.90 mm)


0.075 in (0.075 in)

106.36 mm
125.33 mm
4.19 in
4.93 in

Figure 7
53.18 mm

© 2020 Baker Hughes Company. All rights reserved.


2.1 in
SVI II AP Dimensions and Weights

74.97 mm
2.95 in
38.10 mm
1.5 in

Center of Gravity 47.58 mm


1.87 in

145.37 mm
5.72 in

23.00 mm 34.00 mm Weight Standard - 7.4 lbs (3.357 kg)


.90 in 1.34 in
Weight Stainless Steel - 16 lbs/ 7.257 kg

SVI II AP Single-Acting Dimensions


(74.97 mm)
(2.95 in)
Figure 7 illustrates the dimensions and weight of the SVI II AP single-acting.

Masoneilan SVI II AP Installation and Maintenance Manual =| 33


Figure 8 illustrates the dimensions and weight of the SVI II AP double-acting.

Figure 8 SVI II AP Double-Acting Dimensions

34 | Baker Hughes. © 2020 Baker Hughes Company. All rights reserved.


Figure 9 illustrates the dimensions and weight of the SVI II AP High Flow.

Weight without display - 8.90 lbs (4.037 kg)


Weight with display- 9.36 lbs (4.426 kg)

Figure 9 SVI II AP High Flow Dimensions

© 2020 Baker Hughes Company. All rights reserved. Masoneilan SVI II AP Installation and Maintenance Manual =| 35
Pre-Installation Issues
Storage
If the SVI II AP is stored for a long duration, you must keep the housing sealed against
weather, fluids, particles, and insects. To prevent damage to the SVI II AP:

√ Use the plugs provided with shipment to plug the ¼ NPT air connections, on the
positioner and on the air filter regulator set.
√ Do not allow standing water to accumulate.
√ Observe storage temperature requirements.

Unpacking
Exercise care when unpacking the control valve and its mounted accessories.

Installation Steps
If you experience problems that are not documented in this guide call the factory or your
local representative. Sales offices are listed on the last page of this document.

Compliance voltage testing is best done before installation. See “Determining an SVI
Positioner Compliance Voltage in a Control System” on page 209.

The steps necessary to complete the SVI II AP installation and software setup are
outlined in Table 4.

Table 4 SVI II AP Installation Steps

Step No. Procedure Reference

1 Attach mounting bracket to the actuator. See page 339 for rotary valve and
page 344 for reciprocating valve
instructions.

2 Install the SVI II AP magnetic assembly (rotary valves See page 343 for instructions.
only).

3 Assemble the SVI II AP on the bracket that is See page 339 for rotary valve and
mounted to the valve actuator. page 344 for reciprocating valve
instructions.

4 Install the Remote Position Sensor, if necessary. See GEA31195 Masoneilan Valve Solu-
tions Remote Sensor Quick Start for
instructions.

36 | Baker Hughes. © 2020 Baker Hughes Company. All rights reserved.


Table 4 SVI II AP Installation Steps (Continued)

Step No. Procedure Reference

5 Connect the pneumatic tubing to the SVI II AP. See page 351 for instructions.
Natural gas installation considerations. See“Installing an SVI II AP in a Natural
Gas Environment” on page 175 for
instructions.

6 Connect the air supply to the SVI II AP. See page 356 for instructions.
®
7 Connect the positioner to the HART Control Loop See page 356 for instructions.
segment by installing the SVI II AP wiring.

8 Configure/Calibrate using LCD Pushbutton display See page 694 for instructions

Configure/Calibrate using a HART ® Hand Held See page 6101 for instructions
Communicator.

Configure/Calibrate using ValVue See page 6106 for instructions.

WARNING Failure to adhere to the requirements listed in this manual can


cause loss of life and property.

WARNING Before installing, using, or carrying out any maintenance


tasks associated with this instrument, READ THE
INSTRUCTIONS CAREFULLY.

Installation Notes
√ The installation must comply with local and national regulations concerning the
compressed air supply and SVI II AP instrument.
√ Installation and maintenance must be performed only by qualified personnel. SVI II
AP repairs beyond the scope of this manual must be performed by the factory.
√ Area Classification, Protection Type, Temperature Class, Gas Group, and Ingress
protection must conform to the data indicated on the label.
√ Wiring and conduit must conform to all local and national codes governing the
installation. Wiring must be rated for at least 85º C (185º F) or 5º C (41º F) above
max ambient, whichever is greater.
√ Approved wire seals against ingress of water and dust are required and the 1/2"
NPT fittings must be sealed with tape or pipe dope in order to meet the highest
level of ingress protection.

© 2020 Baker Hughes Company. All rights reserved. Masoneilan SVI II AP Installation and Maintenance Manual =| 37
Before Powering Up
Before powering up the SVI II AP:

1. Verify that the pneumatic connections and electronic cover screws are tightened. This
is important to maintain the ingress protection level and the integrity of the flameproof
enclosure.
2. If the installation is Intrinsically Safe, then check that the proper barriers are installed
and the field wiring meets local and national codes for an IS installation.
3. If the installation is non-incendive, then check that all the electrical connections are to
approved devices and wiring meets local and national codes.
4. Verify that the markings on the label are consistent with the application.

NOTE For Hazardous Location Installation information refer to 10


“Specifications and References” and 8 “HART®
Communications with Intrinsic Safety”.

Mounting the Positioner


This guide provides installation instructions for mounting an SVI II AP on both rotary and
reciprocating actuated valves. The mounting process can be broken down into:
√ Attach the mounting bracket to the actuator.
√ Install the magnetic assembly (rotary only).
√ Assemble the SVI II AP on the mounting bracket.

CAUTION Mount the SVI II AP with the conduit connections down in


order to facilitate drainage of condensate from the conduit.

Necessary Precautions

To avoid injury or the process being affected when installing or replacing a positioner on a
control valve, ensure that:

√ If the valve is located in a hazardous area make sure the area has been certified
as safe or that all electrical power to the area has been disconnected before
removing any covers or disconnecting any leads.
√ Shut off air supply to the actuator and to any valve mounted equipment.
√ Ensure the valve is isolated from the process by either shutting off the process or
using bypass valves for isolation. Tag shutoff or bypass valves to guard against a
turn-on while work is in progress.
√ Purge air from actuator and check that valve is in its unenergized position.

38 | Baker Hughes. © 2020 Baker Hughes Company. All rights reserved.


Filter Regulator and Tubing
The use of a Masoneilan filter regulator with a 5-micron filter is recommended for the air
supply. Use 1⁄4" (6.35 mm) minimum tubing between filter regulator, SVI II AP and the
actuator, with 3⁄8" (9.53 mm) used for larger actuators. Use a soft setting anaerobic
hydraulic seal such as Loctite Hydraulic Seal 542 for sealing the pneumatic pipe threads.
Follow manufacturer’s instructions.

NOTE Maximum allowable air supply pressure to the SVI II AP


varies according to actuator and valve size and type. See
pressure drop tables in valve specification sheets to
determine correct positioner supply pressure. Minimum
supply pressure should be 5 to 10 psi (.345 bar - .69 bar)
(34.485 - 68.97 kPa) above maximum spring pressure.

Mounting the SVI II AP on Rotary Valves


This procedure is used to mount the SVI II AP on rotary control valves that have less than
60° rotation, such as a Camflex or a VarimaxTM. For valves that have rotation greater than
60° refer to “Rotary - 90°” on page 43.

Required Tools
The following tools are needed to complete the rotary valve installation:

√ 3⁄16" Hex Key with tee handle


√ 5⁄32", 1/2" Hex Key
√ 3 mm, 4 mm, 5 mm Hex Key
√ 7⁄16" Wrench

To mount the SVI II AP:

1. Attach the SVI II AP rotary mounting bracket to the valve actuator using two (2) 5⁄16 -
18 UNC flat-head cap screws. Mount the SVI II AP as shown in Figure 11 on page 41,
ATO or in Figure 12 on page 41, ATC. In the preferred mounting position, the long
end of the mounting bracket is on your left when facing the actuator, for any position
of the valve and actuator.
2. Bolt the extension shaft to the valve position take-off shaft using a 1⁄4 - 28 UNF
socket flathead screw. Secure the machine screw holding the extension shaft with a
torque of 144 in-lbs (16.269 N-m).
3. Upon internal valve pressure the thrust shaft is pushed out to the mechanical stops,
usually a thrust bearing. On valves where the valve position take-off is mounted
directly on the end of the plug shaft, a Camflex for example, the shaft must be bearing
on its stop to properly set up the SVI II AP digital valve positioner. During hydrostatic
testing the shaft is thrust to its stop and a normally tightened packing retains it in that
position.

© 2020 Baker Hughes Company. All rights reserved. Masoneilan SVI II AP Installation and Maintenance Manual =| 39
4. On vacuum service, the valve shaft can be drawn into the body by the vacuum acting
on the shaft, but the magnetic coupling must be assembled flush with the mounting
bracket with the shaft pulled fully out to its thrust bearing. Check that the endplay from
the vacuum position to the fully extended position is less than 0.06 in. (1.524 mm).
5. Slide the magnet holder into the extension shaft. The location of the magnets is in the
ring of the magnet holder. The magnetic axis is the imaginary line through the center
of both magnets.
6. Rotate the magnet holder so that the magnet axis is vertical when the valve is in the
closed position. See Figure 11 and Figure 12.
7. Align the end of the magnet holder flush with the end of the mounting bracket. Secure
the magnet holder with two M6 set screws.
8. Slide the V-Seal over the magnet holder.
9. Secure the SVI II AP onto the mounting bracket using four M6 x 20 mm socket head
cap screws.
10. Ensure no interference exists with the position sensor protrusion.
11. Ensure that the V-Seal makes contact with the skirt around the position sensor
protrusion on SVI II AP housing.

Figure 10 Camflex with Mounting Bracket (Side View)

40 | Baker Hughes. © 2020 Baker Hughes Company. All rights reserved.


Figure 11 Camflex ATO Mounting (Front View)

Figure 12 Mounting Bracket on Air-to-Close Actuator

© 2020 Baker Hughes Company. All rights reserved. Masoneilan SVI II AP Installation and Maintenance Manual =| 41
Table 5 shows the general guidelines for travel sensor alignment. Review the table prior
to installing the SVI II AP on a rotary valve actuator for proper alignment of the magnet.

Table 5 Travel Sensor Alignment

Rotary Stroke Direction Magnet Valve Sensor


Mounting Orientation Position Counts
System

Rotary <60° Rotation Closed 0 +/- 1000


Clockwise or coun- (0%)
terclockwise rotation

(0°)

>60° Rotation Full Open -8000 +/-


Clockwise with or 1500
increasing setpoint Full or
Closed +8000 +/-
1500
(-45°)

>60° Rotation Full Open -8000 +/-


Counter Clockwise or 1500
rotation with increas- Full or
ing setpoint Closed +8000 +/-
1500
(+45°)

General Rule Any amount of rota- 50% 0 +/- 1000


for other con- tion Clockwise or Travel
figurations counterclockwise (Mid-Strok
e)

(0°)

42 | Baker Hughes. © 2020 Baker Hughes Company. All rights reserved.


Figure 13 Model 33 Actuator

Rotary - 90°
For actuators with 60 to 120° rotation, follow the instructions in “Mounting the SVI II AP
on Rotary Valves” on page 39 except mount the magnet at plus or minus 45° while the
actuator de-energized as shown in Figure 13 on page 43.

Magnet Orientation on Rotary Valve Shafts


The same mounting hardware is used for Models 35, 30 actuators. For each actuator
type the magnetic coupling must be properly oriented to the active sensing angle of the
positioners Hall Effect sensor. The active range of the Hall-Effect sensor is plus⁄minus
70° from the null magnet axis. If the total valve travel is less than 60°, allowing a margin
for tolerances, the best accuracy is achieved by mounting the magnet with the axis
vertical in the valve-closed position. The location of the magnets in the ring of the magnet
holder. The axis of the magnets is the line through the centers of both magnets. Mount
the magnet holder with the magnet axis vertical on the 35, 30 when the valve is closed. If
travel of the valve exceeds 60°, the magnet must be assembled to the rotary valve shaft
so that the magnet axis is vertical when the valve is at mid-scale.

Dismantling the SVI II AP from Rotary Valves

WARNING Before carrying out any work on the device, power off the
instrument or make sure that the device’s location conditions
for potentially explosive atmosphere permit the safe opening
of the cover.

To remove the SVI II AP digital valve positioner from a rotary valve perform Steps 1 - 8 on
page 336 in reverse.

© 2020 Baker Hughes Company. All rights reserved. Masoneilan SVI II AP Installation and Maintenance Manual =| 43
Mounting the SVI II AP on Reciprocating Valves
This section describes the procedure for mounting the SVI II AP on Reciprocating Valves
(using Masoneilan’s 87⁄88 Multi-Spring actuators as an example).

Tools required:

√ 7⁄16" Combination Wrench (2 required)


√ 3⁄8" Combination Wrench
√ 1⁄2" Combination Wrench
√ Phillips Head Screw Driver
√ 4, 5 mm Hex Key Wrench

Mounting the SVI II AP on a Reciprocating Actuator


1. Ensure that the lever is pinned to the magnet assembly and held securely by an M5
flat head screw to ensure that the magnet axis is vertical when the lever is in the valve
closed position. Tighten the lever screw securely.
2. Mount the SVI II AP reciprocating mounting bracket to the actuator using two (2) 5⁄16
- 18 UNC cap screws. The mounting location of the bracket depends on the size and
stroke of the actuator. Refer to Figure 15 on page 45 and Figure 6 on page 46.
3. Select mounting hole A, B, C or D for the stroke of the valve. For example, hole B is
shown in Figure 16 on page 45 for a size 10 actuator with 1.0" stroke. Unless
otherwise specified, the SVI II AP mounting assumes that the actuator is in the normal
upright position. The mounting hole in the slotted opening of the mounting bracket
must be left when facing the actuator, with the actuator in the upright position.
4. Move the valve to its closed position. For air to extend, this requires using air pressure
in the actuator to fully stroke the actuator. For air to retract, actuators vent the actuator
of air pressure.
5. Thread the take-off rod to the actuator stem connector. Refer to Figure 17 on page 47.
Ensure that the travel pointer located on the coupling is correctly positioned.
6. Attach the right hand threaded rod end to the SVI II AP lever using a 1⁄4 - 20 x 1" cap
screw and nut as shown. The lever hole position to be used depends upon the
specific valve stroke. Refer to Figure 16 on page 45 and the Reciprocating Valve
Linkage Selection, Table 6 on page 346.
7. Thread the right hand lock nut and turnbuckle onto the right hand rod end
approximately two turns. Turnbuckle length is a function of actuator size. (Refer to
Table 6 on page 346.).
8. Secure the magnet housing assembly, including the lever and right hand rod end, to
the bracket using four M5 X 10 mm flat head screws.
9. Attach the left hand threaded rod end to the take-off rod with 1⁄4 - 20 UNC nut and
thread the left hand lock nut onto the rod end.

44 | Baker Hughes. © 2020 Baker Hughes Company. All rights reserved.


10. Thread the turnbuckle onto the left hand threaded rod end. Refer to Figure 17 on
page 47.
11. Adjust the turnbuckle until the hole in the SVI II AP lever is aligned with the indicating
hole in the bracket. Tighten both turnbuckle lock nuts. See Figure 15 on page 45.
12. Mount the SVI II AP to the bracket and secure with four M6 socket head cap screws.

Figure 14 Magnet Holder for Reciprocating Valves

Figure 15 Reciprocating Valve Mounting Bracket

Figure 16 Lever for Model 87/88 Multispring Actuator

© 2020 Baker Hughes Company. All rights reserved. Masoneilan SVI II AP Installation and Maintenance Manual =| 45
Table 6 Reciprocating Valve Mounting Hole and Turnbuckle Length

Actuator Size Stroke Mounting Hole Lever Hole Turnbuckle Length


Masoneilan

6 and 10 0.5 - 0.8" A A 1.25"


(12.7 - 20.32 mm) (31.75 mm)

10 0.5 - 0.8" A A 1.25"


(12.7 - 20.32 mm) (31.75 mm)

10 >0.8 – 1.5" B B 1.25"


(20.32 - 38.1 mm) (31.75 mm)

16 0.5 - 0.8" B A 2.90"


(12.7 - 20.32 mm) (73.66 mm)

16 >0.8 – 1.5" C B 2.90"


(20.32 - 38.1 mm) (73.66 mm)

16 >1.5 – 2.5" D C 2.90"


(38.1 - 63.5 mm) (73.66 mm)

23 0.5 - 0.8" B A 5.25"


(12.7 - 20.32 mm) (133.35 mm)

23 >0.8 – 1.5" C B 5.25"


(20.32 - 38.1 mm) (133.35 mm)

23 >1.5 – 2.5" D C 5.25"


(38.1 - 63.5 mm) (133.35 mm)

46 | Baker Hughes. © 2020 Baker Hughes Company. All rights reserved.


Figure 17 Reciprocating Linkage

Dismantling the SVI II AP from Reciprocating Valves

WARNING Before carrying out any work on the device, power off the
instrument or make sure that the local conditions for
potentially explosive atmosphere permit the safe opening of
the cover.

To remove the SVI II AP digital valve positioner from a reciprocating valve perform Steps
1 - 12 on page 339 and page 340 in reverse.

© 2020 Baker Hughes Company. All rights reserved. Masoneilan SVI II AP Installation and Maintenance Manual =| 47
Installing the SVI II AP for Double- Acting Operation
This section explains how to mount the SVI II AP for the 84/85/86 kit for double-acting
valve positioner configurations.

To mount the kit:

1. Set valve to the closed position.


2. Install the mounting assembly to the yoke (Figure 18) using helical spring washer 5/
16, flat washer 5/16 and hex screw 5/16-18x44.5 [1.75] LG.

Lever

Rod-end
Kit Mount
Bracket

Figure 18 85/86 Valve

NOTE Mount all components snug enough to stay in place but loose
enough to tap with rubber hammer into final position.

3. Set rod-ends and brackets to stroke and size of actuator. The default setting is a 4.00”
stroke. Other stroke settings are as in Figure 19.

Hole A: .50" to .80"

Hole B: 1.00" to 1.50"

Hole C: 2.00" to 2.50"

Hole D: 3.00" to 4.50"

Hole E: 5.00" to 6.00"

Figure 19 Stroke Settings

48 | Baker Hughes. © 2020 Baker Hughes Company. All rights reserved.


4. Mount take-off bracket to stem block at angle which keeps turnbuckle assembly
parallel to stem (Figure 20) using:
a. For top: two plain 5/16 flat washers, helical spring washer 5/16, two hex nuts 5/
16-18 regular.
b. For bottom: hex nut regular 1/4-20 and hex screw 1/4-20 UNC x 22.2 [.88] LG.

Figure 20 Bracket Configuration Strokes .5 - 2.50” and 3-6”

5. Ensure the turnbuckle assembly is parallel to the stem and the magnets are in the
valve closed position (Figure 21) and connect to take-off bracket.

Figure 21 Magnet Position with Valve Closed

© 2020 Baker Hughes Company. All rights reserved. Masoneilan SVI II AP Installation and Maintenance Manual =| 49
6. Verify lever is in correct position with valve closed. Adjust rod-ends, if necessary.

Figure 22 Lever Alignment

7. Mount the SVI-II with M6-1 screws.


8. Cycle the valve open to close verifying proper components movement and that
rod-ends move free and clear from other components.

50 | Baker Hughes. © 2020 Baker Hughes Company. All rights reserved.


Connecting the Tubing and Air Supply
The last step in hardware installation for the SVI II AP is to connect the air supply to the
positioner. This section describes the process for connecting the tubing and air supply to
a single and double acting positioner.

WARNING Isolate the valve from the process and disconnect air tubing
from the positioner. Disconnect air fully to avoid injury or
process damage.

1. Install the tubing to the air supply port, S(arrow only for High Flow).
2. For a single acting actuator - pipe the outbound air from the output pressure port
(I) to the actuator (arrow only for High Flow).
3. For a double acting actuator - pipe output pressure port one (I) for one side of the
actuator and output pressure port two (II) for the other side of the actuator
(arrow only for High Flow).

4. Air supply:
√ Supply pressure for single acting SVI II AP and AP High Flow:
20 -100 psi (1.4 - 6.9 bar) (138 - 690 kPa)
√ Supply pressure for double acting SVI II AP:
25 - 150 psi (1.73 - 10.3 bar) (172 - 1030 kPa)
√ Minimum tubing diameter 1⁄4" (6mm x 4mm)

NOTE The SVI II AP Digital Valve Positioner is designed to operate


with clean, dry, oil-free, instrument grade air to ANSI-ISA-57.3
1975 (R1981) or ISA-S7.3-1975 (R1981) or with a sweet
natural gas supply (SVI II AP models SVI2 AP-2 through SVI2
AP-3).

NOTE For small actuators it may be necessary to use 1/8" tubing for
Autotune to work properly.

Table 7 Air Supply Requirements

Dew Point At least 18° F (-7° C) below minimum anticipated ambient temperature

Particulate Matter Filtered to 5 microns

Oil Content Less than 1 ppm w/w

Contaminants Free of all corrosive contaminants

© 2020 Baker Hughes Company. All rights reserved. Masoneilan SVI II AP Installation and Maintenance Manual =| 51
CAUTION The SVI II AP High Flow digital valve positioner cannot be
placed in parallel with another volume booster. Contact the
factory for further instructions regarding configuration with
boosters as well as other non-standard configurations.

CAUTION Do not use pipe thread sealant tape on pneumatic fittings. It


may shred into small particles that can cause instrument
malfunction.

WARNING Never exceed the actuator maximum rated supply pressure


100 psi (6.9 bar, 689.7 kPa) for single acting or 150 psi (10.3
bar, 1030 kPa) for double acting positioner. Damage to
equipment or injury to personnel can result.

CAUTION Remove any excess pipe thread sealant from the first and
second threads to prevent uncured sealant from entering the
air lines.

Single Acting Positioner


The supply and output connections for the SVI II AP (Figure 23), located on bottom of the
pneumatic block, are tapped 1⁄4" NPT. Output is toward the front, supply is toward the
back. Two pressure gauges, output on top, supply on bottom, are located on the front of
the pneumatic block.

The supply and output connections for the SVI II AP High Flow (Figure 24), located on
bottom and leftside of the pneumatic block, are tapped 1⁄2" NPT.

Maximum allowable air supply pressure to the SVI II AP varies according to actuator,
valve size, and valve type. See Pressure Drop tables in valve specification sheets to
determine the correct positioner supply pressure. Minimum supply pressure should be 5
psi to 10 psi (.345 bar - .69 bar) (34.485 - 68.97 kPa) above maximum spring range but
may not exceed the rated actuator pressure.

1. Pipe the outbound air from the output pressure port (I) (arrow only for High Flow) to
the valve actuator.
2. Connect air supply and actuator outputs (1⁄4" NPT or 1/2" NPT for High Flow units).
Supply pressure is 20 -100 psi (1.4 - 6.9 bar) (138 - 690 kPa). Minimum tubing
diameter 1⁄4" (6 mm x 4 mm).

52 | Baker Hughes. © 2020 Baker Hughes Company. All rights reserved.


Output
Supply
Figure 23 SVI II AP Air Ports on Single Acting Positioner

Supply
Output

Figure 24 SVI II AP High Flow Air Ports on Single Acting Positioner

© 2020 Baker Hughes Company. All rights reserved. Masoneilan SVI II AP Installation and Maintenance Manual =| 53
Double Acting Positioner
The Double Acting (DA) relay has a pair of opposed pneumatic outputs. When Output 1
delivers air to one side of the actuator, Output 2 vents air from the opposite side of the
actuator piston. The volume of air trapped in each determines the position of the actuator.

The Action (ATO or ATC) is applied with respect to Output 1. When Output 1 is connected
to deliver air to extend the actuator, the action is ATC, on a down-seating valve.

NOTE For small actuators it may be necessary to use 1/8" tubing for
Autotune to work properly.

1. Connect Output 1, labeled (I) to the inlet port of the actuator and Output 2 labeled
(II) to the opposing actuator port (see Figure 25).
2. Connect air supply and actuator outputs (1⁄4" NPT). Supply pressure is 25 - 150 psi
(1.7 - 10.3 bar) (172 - 1030 kPa). Minimum tubing diameter 1⁄4" (6 mm x 4 mm).

Output II
Supply
Output I

Figure 25 Air Ports on Double Acting Positioner

54 | Baker Hughes. © 2020 Baker Hughes Company. All rights reserved.


Balance Pressure

The double-acting relay is designed to deliver pressure on both sides of a piston type
actuator, so that the cylinder can provide the required thrust and stiffness. This stiffness
is factory adjusted to 70% of the supply pressure. This means that, without any
unbalance forces from the valve stem, both outputs deliver roughly 70% of air supply
pressure.

Although it is not recommended, the stiffness can be adjusted by moving the Adjustable
Seat assembly up or down.

Actuator Piping

Connect Output 1, labeled ACT 1 to the inlet port of the actuator in accordance with
Figure 26. Output 2 labeled ACT 2 connects to the opposing actuator port.

Figure 26 Double Acting Positioner ATO⁄ATC Settings for Reciprocating Valves

© 2020 Baker Hughes Company. All rights reserved. Masoneilan SVI II AP Installation and Maintenance Manual =| 55
Connecting the Air Supply
After the tubing is installed, use the following procedure to connect the air supply.

1. Use a supply of clean, dry compressed air to the filter regulator.


2. Turn on the air supply.
3. Adjust the filter regulator.
4. Supply pressure must be 5 psi - 10 psi (.345 bar - .69 bar)
(34.485 - 68.97 kPa) greater than the spring range of the actuator but may not exceed
the rated actuator pressure. Refer to the valve or actuator instruction manual.

Wiring the SVI II AP


The procedure below outlines wiring the SVI II AP.

WARNING √ Comply with current national and local regulations for


electrical installation work.
√ Comply with national and local explosive atmosphere
regulations.
√ Before carrying out any work on the device, power off the
instrument or make sure that the local conditions for
potentially explosive atmosphere permit the safe opening
of the cover.

CAUTION Refer to“Output Switches” on page 135 for guidelines on


safely wiring switch load limits.

Connecting to the Control Loop


The SVI II AP digital valve positioner MUST BE grounded according to local regulations.
It is important to maintain correct polarity at all times, otherwise the positioner may not
operate properly. Physically connect the SVI II AP to the control loop using a cable
specified by the Field Comm® Group. A shielded cable is recommended.

To communicate using HART®:

1. Connect one end of the cable to the control loop's 4 - 20 mA output.


2. Remove the threaded wiring covers on the positioner.
3. Connect the other end of the cable to the SVI II AP. There are two threaded openings
on the positioner. Use the opening with the red plastic insert.
4. Maintain polarity + and - respectively.

56 | Baker Hughes. © 2020 Baker Hughes Company. All rights reserved.


Wiring a Position Retransmit

CAUTION For proper operation, maintain signal polarity + and -


respectively.

To connect:

1. Strip the insulation at the end of the wires. Strip approximately 1/4” (6.35 mm) of the
insulation at the end of wires (wire size 14 to 28 AWG, 2.5 mm2 to .08 mm2).
2. Connect the +⁄- terminals from the 4-20 mA Out to the position retransmit input signal:
+ to + and - to -. See Figure 31 on page 64.

To troubleshoot retransmit connections:

√ Ensure that the retransmit circuit has a minimum voltage of 10 V (maximum 30 V).
√ Ensure the minimum AO current is 3.2 mA. If the module loses power and the AO
circuit remains powered, the AO signal will be 3.2 mA.

Wiring Considerations

For a detailed description of wiring guidelines refer to “Wiring Guidelines” on page 111 of
this manual.

© 2020 Baker Hughes Company. All rights reserved. Masoneilan SVI II AP Installation and Maintenance Manual =| 57
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4. Check Out and Power Up

Overview
This section provides the checkout procedures required to determine if the SVI II AP is in
working order and to power up the unit.

NOTE Perform all procedures in this section before putting the SVI II AP into
operation.

Position Sensor Principles


The motion of the control valve (position) is precisely transmitted to the SVI II AP by a pair
of rotating magnets located outside the instrument housing. Rotation of the magnets is
sensed internally by a Hall Effect sensor. Because the only connection through the case is a
magnetic field there are no seals or bearings to wear or corrode.

The rotation of the magnet is linked to the valve position by the mounting hardware
provided. For a rotary control valve the magnet assembly is normally attached directly to the
actuator shaft. For a reciprocating control valve the mounting kit includes the magnet
assembly mounted in a sealed bearing with a lever that must be linked to the valve stem.

The positioner must be installed with the gauges to the left and the housing display and
cover to the right. The ½ NPT conduit entries must be facing down to drain condensate
away from the housing. The positioner can be moved on the valve for best drainage
depending on the position of the valve in the pipeline.

© 2020 Baker Hughes Company. All rights reserved. Masoneilan SVI II AP Installation and Maintenance Manual =| 59
Check Out Procedures
SVI II AP checkout consists of physical and operational checkout procedures. The
physical checkout procedures include:

√ Inspect the Actuator, Linkages, or Rotary Adapter


√ Verify the Mounting and Linkage Adjustment
√ Check the Magnet
√ Check the Air Supply
√ Check the Electronic Module Connections

CAUTION The SVI II AP cover must be in place and secured using all
four screws during operation.

Actuator, Linkages, or Rotary Adapter


Verify that the mounting has not been damaged in shipment for a pre-mounted SVI II AP,
physically inspect the actuator, linkage. Record the following information for the
configuration checkout:

1. Valve Air to Open (ATO) or Air to Close (ATC)


2. Actuator pressure rating
3. Actuator bench range
4. Inherent trim characteristic of the control valve; linear, equal percentage, or other.

NOTE Refer to the valve data sheet or model number of control


valve.

Verify Mounting and Linkage Adjustment


Inspect the mounting and make any needed adjustments before running the positioner
and checking the digital configuration.

Checking the Magnet


There are two methods of checking the SVI II AP magnet:

√ Perform a visual inspection


√ Use ValVue to check the magnet

60 | Baker Hughes. © 2020 Baker Hughes Company. All rights reserved.


Performing a Visual Inspection

You must remove the positioner from the bracket to visually inspect the magnet
orientation.

For rotary valves, such as a Camflex, or for actuators with rotation of less than 60°, the
magnet assembly must be aligned as shown in Figure 27 on page 61.

For rotary valves, or for actuators with rotations greater than 60°, the magnet assembly
must be aligned as shown in Figure 28 on page 61.

NOTE For a reciprocating valve, it is not necessary to remove the


positioner to visually inspect the magnet setting and linkage
of a reciprocating valve.

For reciprocating valves the adjustable link turnbuckle must be parallel to the valve stem.
To ensure linearity in positioning verify that the hole in the lever aligns with the indicating
hole in the bracket when the valve is in the closed position. Check that the bracket is
mounted on the correct holes. (See Figure 30 on page 62 for details).

Magnet
Axis
with
Valve
Closed

Figure 27 Magnet Orientation for Rotary Valves with Valve Closed

Increasing Signal = CCW Rotation

45°

Magnet
Axis
with
Valve Closed

Figure 28 Magnet Orientation for 90° Valve Rotation with De-energized Actuator

© 2020 Baker Hughes Company. All rights reserved. Masoneilan SVI II AP Installation and Maintenance Manual =| 61
Disk Washer

Figure 29 Magnet Holder for Reciprocating Valves

Figure 30 Reciprocating Valve Mounting Bracket

Using ValVue to Check Magnet Position

To check the magnet using ValVue:

1. Connect to the positioner in accordance with the ValVue instructions.


a. Ensure the positioner has been installed and set up with a HART® Modem in a
HART® compliant communications loop, if required, install ValVue on the
computer that is connected to the HART® modem.
b. Run ValVue.
c. Select the installed positioner from the list of connected devices.
d. Select the Raw Data tab to view the current operating conditions of the selected
positioner.

62 | Baker Hughes. © 2020 Baker Hughes Company. All rights reserved.


2. Read Raw Position data. When the valve is:
√ Closed, the value should be between – 1000 and +1000 for a reciprocating valve
or a 60° rotation rotary valve.
√ At mid-travel, the value should be between –1000 and +1000 for a greater than
60° rotation rotary valve.

Checking the Air Supply


Use this procedure to check the air supply.

1. Turn on the air supply.


2. Adjust the filter regulator.
3. Supply pressure must be a minimum of 10 psi (.69 bar, 68.97 kPa) greater than the
spring range of the actuator but may not exceed the rated actuator pressure. Refer to
the valve or actuator instruction manual.
4. Inspect the tubing connections between the filter-regulator and the positioner for
leaks.
5. Verify that the tubing is not bent or crushed.
6. Verify that all fittings are leak tight.

CAUTION Do not use Teflon pipe seal tape as it can shred into particles
harmful to the pneumatic components.

© 2020 Baker Hughes Company. All rights reserved. Masoneilan SVI II AP Installation and Maintenance Manual =| 63
Checking the Electronic Module Connections

WARNING Do not remove the instrument cover or connect to an


electrical circuit in a Hazardous Area unless power is
disconnected.

The SVI II AP terminal board has terminal blocks with cage clamp connectors. Not all
options are available for every model. Refer to Table 8 for available functionality.

Table 8 SVI II AP Models and Functionality

Available Functionality Positioner Model Number

SVI2 AP-2 SVI2 AP-3

4 - 20 mA Input Setpoint  

Display/ Pushbuttons Optional Optional

Remote Mount Input  

SW #1 and #2 Optional Optional

4 - 20 mA Out Position Transmit Optional Optional

1. Confirm the correctness of all applicable connections to the electronics module.

Configuration Lock
Jumper Position Retransmit

SW #1 SW #2
I/P Connector
Process Variable
(not used)
D/I (enabled using
SMARTs Assistant)

Remote
Position
Sensor
4- 20 mA Input
Input Signal
Display
Figure 31 Connections to Electronics Module (via Terminal Board)

NOTE When an SVI II AP is turned on, apply the air supply before
applying the electrical input signal.

64 | Baker Hughes. © 2020 Baker Hughes Company. All rights reserved.


Making Connections to the Terminal Board

Connect the wires from the option as follows (wire size 14 to 28 AWG, 2.5 mm2 to
.08 mm2):

1. If the wires have not been stripped, strip approximately 1/4 in (6.35 mm) of the
insulation at the end of wires.
2. Locate the correct terminal block on the terminal board (see Figure 31 on page 64).
3. Push back the lever at the top connector until you see the opening for wire insertion.
The connectors are spring activated and may require a lot of pressure to move the
lever.
4. Insert the wire into the opening and release the lever.

Operational Checkout
The operational checkout of the SVI II AP consists of:

1. Connecting the SVI II AP to a current source.


2. Powering up the SVI II AP.
3. Checking the pushbutton locks.

Connecting to the Current Source


Connect to a DC mA current source then check and configure with the local display and
pushbuttons, if so equipped. The following section describes configuration and
calibration with the optional local display and pushbuttons. If the SVI II AP is not
equipped with local display use ValVue and a PC with a HART® modem or a HART®
Handheld Communicator.

NOTE When an SVI II AP is turned on it is advisable to apply the air


supply before applying the electrical input signal.

© 2020 Baker Hughes Company. All rights reserved. Masoneilan SVI II AP Installation and Maintenance Manual =| 65
Powering Up the SVI II AP

WARNING This process can cause the valve to move. Before proceeding
be sure the valve is isolated from the process. Keep hands
clear from moving parts.

NOTE When an SVI II AP is turned on it is advisable to apply the air


supply before applying the electrical input signal.

CAUTION Use of a low impedance voltage source damages the SVI II


AP. The SVI II AP input must be a current controlled source.
The SVI II AP will not function normally if connected directly to
a voltage source. However, direct connection to a current
source of up to 30 V will not damage the SVI II AP. A proper
current source explicitly enables adjustment of the current in
mA, not V.

To power up the SVI II AP:

1. Loosen the four (4) cover screws and remove the SVI II AP cover.
2. Connect the +⁄- terminals from the SVI II AP to the current source. Connect + to + and
- to - (Figure 31 on page 64).
3. Reinstall the cover and display.
4. Adjust current to 12 mA. On initial power up of a newly installed SVI II AP, the
positioner starts up in NORMAL mode and is operational in the default factory
configuration. The positioner cycles through the NORMAL cycle menu and the
following values appear:
√ PRES: (Pressure - unit of measurement and value)
√ SIGNAL
√ POS (Position)
An exclamation point (!) in the top left corner of the display window indicates that
there is further instrument status available.1
5. Proceed to Calibration and Configuration.
1
For firmware version 3.2.1, the supply pressure appears on the LCD. Additionally, Stops
results and Autotune results, stay displayed until cleared.

NOTE If the SVI II AP is specified without local pushbuttons and


display, local operation is not available. Configure and
calibrate with ValVue or a Hand Held HART® Communicator.

66 | Baker Hughes. © 2020 Baker Hughes Company. All rights reserved.


Pushbutton Locks and Configuration-Lock Jumper
Before performing any of these functions with the local display you must first ensure that
the pushbuttons are placed in the unlocked mode using ValVue. The positioner ships in
the unlocked mode. See ValVue documentation for more details.

The SVI II AP offers several levels of plant security. It may be desirable, after initial setup,
to lock the pushbuttons so that the SVI II AP parameters cannot be inadvertently
changed by the buttons. Several levels of software modifiable pushbutton locks are
provided.

Table 9 Pushbutton Lock Security Level

Level Access

Security Level 3 Allow Local Buttons: Buttons on the SVI II AP are fully enabled.

Security Level 2 Lock Out Local Calibration and Configuration: Use the buttons to perform operations
in normal operating mode and manual mode. Do not go to configure or calibrate
mode.

Security Level 1 Lock Out Local Manual: Examine variables in normal operating mode but do not put
the valve in manual operating mode. Access to calibrate or configure modes is not
available.

Security Level 0 Lock Out All Buttons: The buttons are disabled (level 0).

Hardware Configuration Lock

Additional security is achieved using the hardware configuration-lock jumper shown in


Figure 31 on page 64. When set to the secure position, by shorting the two-pin header,
configuration and calibration are not possible using the local interface or any HART®
communication tool. Pushbuttons, ValVue and handhelds are locked out, except to
examine configuration, calibration, and position. This is similar to Security Level 1 shown
in the Pushbutton Lock Security Level table.

© 2020 Baker Hughes Company. All rights reserved. Masoneilan SVI II AP Installation and Maintenance Manual =| 67
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5. Using the Digital Interfaces

Overview
This section describes three ways to communicate, configure, and calibrate the SVI II AP.
The Smart Valve Interface is truly a smart device capable of:

√ Streamlining the valve positioning function


√ Providing diagnostic information
√ Improving precision of process control
√ Communicating critical information locally and remotely

The four available communication tools listed below offer increasing levels of functionality:

√ Local Display and Push Buttons


√ HART® Handheld Communicator
√ ValVue 3 and SVI II AP DTM
√ Any HART® capable Host loaded with the DD for the SVI II AP
NOTE Starting with firmware version 3.2.7/5.1.3, if Autotune is unsuccessful the
message TuneERR appears on the pushbutton display or when using the
DD. Previous firmware versions reported this as TuneFail. These
messages do not mean the positioner is defective but indicate a need to
perform a manual tune.

© 2020 Baker Hughes Company. All rights reserved. Masoneilan SVI II AP Installation and Maintenance Manual =| 69
Notes on Aggressiveness

Setting Aggressiveness While the SVI II AP DTM and the DD allow you to set Aggres-
siveness, the pushbuttons do not. In all three methods, how-
ever, the Aggressiveness value is inherited from any previously
performed tuning (Autotune or manual). Once Aggressiveness,
and other tuning values are determined, they are stored in
NVRAM.
The SVI II AP provides a user define Aggressiveness Level for
auto-tuning, the allowable range varies from -9 to +9 where 0
(Zero) is consider normal tuning. The Aggressiveness Level
influences stroking speed and over-shoot. A negative value will
SLOW stroking speed and help minimized over-shoot. A posi-
tive value will INCREASE stroking speed and may add some
over-shoot. The recommended values for Aggressiveness is 0
for control valves without volume boosters.
In applications with volume boosters and/or quick exhaust
valves are used the Aggressiveness Level is not as influential.
For Auto-tuning it is usually between 0 and 3. Reduce the vol-
ume boosters sensitivity by opening the integral bypass needle
valve about 1 to 2 turns. Use caution when adjusting the needle
valve so as to not to damage the seat, close gently to seat and
then open 1 or 2 turns.

Aggressiveness Dynamic Lower values of aggressiveness lead to lower PID values and
slower response and less overshoot.
Higher values lead to higher PID values and quicker response
and more overshoot.
Once you have a preferred aggressiveness and you tune once,
all future autotunes automatically use that same value, until
user-changed.

Local Display and Pushbuttons


The most basic and easiest digital interface is the local pushbutton and display option
mounted on the SVI II AP. It is available at any time and provides immediate local access
to most configuration, calibration, and fault messages. It is approved for use in Explosion
Proof and Intrinsically Safe installations in Hazardous Areas.

Additionally, in Normal mode the local display scrolls sequentially displaying setpoint,
pressure and position information. The display sequences from one variable to the next
every 1.5 seconds.

70 | Baker Hughes. © 2020 Baker Hughes Company. All rights reserved.


HART® Handheld Communicator
The HART® handheld communicator is a universally available tool that provides all the
accessibility of the local button and display. The HART® tool has the functionality to
upload and download configurations, enter alphanumeric messages and set the custom
characteristic numerical parameters.

The GE DPI620 is approved for Intrinsically Safe use in Hazardous Areas in accordance
with SVI II AP approvals. See “HART® Communications with Intrinsic Safety” on
page 127 and “Wiring an SVI II AP” on page 109 for additional information concerning
this device.

ValVue
ValVue combines the power of the PC with the features of the SVI II AP for ease of use
and automation of positioner operation and full access to all data. ValVue is downloaded
from the website (valves.bakerhughes.com/resource-center) and is recommended for set
up, service and maintenance where a PC or laptop is permitted. See “Configuring and
Calibrating with ValVue” on page 106 for further information.

Pushbuttons and Local Display


This section covers the optional local interface consisting of the LCD alphanumeric
display and pushbuttons. Operation of the SVI II AP Digital Valve Positioner as a local
device is controlled through the optional device-mounted pushbuttons and digital display,
shown in Figure 32 on page 72. Using the display you can read the input signal, valve
position, and actuator pressure. The display sequences from one variable to the next
every 1.5 seconds.

Using the pushbuttons you can exit from operating mode at any time and step through a
menu structure to perform a wide range of manual operation, calibration, configuration,
and monitoring functions that are described later in this section. ValVue is used to
perform all diagnostics functions. The pushbuttons do not support diagnostics functions.

The SVI II AP has two operational modes: Normal (normal operating mode) and Manual
(manual operating mode) and two setup modes, Configuration and Calibration. The SVI II
AP also has two modes for handling of faults and power-up: Reset and Failsafe. When
commissioning or checking a control valve with SVI II AP fully installed the following
steps are recommended:

1. Change mode to Manual mode.


2. Examine and adjust all Configuration items.
3. Enter Calibration mode.
4. Run Stops to automatically calibrate stroke.
5. Run Auto Tune to set dynamic response.
6. Examine the device status.
7. Introduce manual set point changes to verify dynamic performance.

© 2020 Baker Hughes Company. All rights reserved. Masoneilan SVI II AP Installation and Maintenance Manual =| 71
Pushbuttons
The local pushbuttons are located behind a hinged cover, directly below the display
window. To open the cover loosen the screw and swing the cover down. Always re-fasten
the cover after use to protect the pushbuttons from environmental contamination.

The three pushbuttons perform the following functions:

√ Left Button - Marked with *, permits you to select or accept the value or parameter
option currently displayed.
√ Middle Button - Marked –, permits you to move back through the menu structure to
the previous item in the menu or decrement the value currently shown in the digital
display. When used to decrease a displayed value, holding the button down
causes the value to decrease at a faster rate.
√ Right Button - Marked +, permits you to move forward through the menu structure
to the next item in the menu, or to increment the value currently shown in the digital
display. When used to increase a displayed value holding this button down causes
the value to increase at a faster rate.

NOTE An exclamation point (!) in the SVI II AP display window


indicates that there is instrument status available.

+
*
(Select) (Forward)
-
(Back)

Figure 32 SVI II AP Display

72 | Baker Hughes. © 2020 Baker Hughes Company. All rights reserved.


To determine how to display and select a specific parameter value or configuration
option, refer to the menu structure diagrams shown in Figure 33 on page 74 through
Figure 36 on page 81. When using these diagrams as a map you can move through the
menus to the function you needed.

NOTE If the pushbuttons are pushed after being locked by ValVue


software, the message LOCKED appears. Refer to the
ValVue User’s Guide for instruction about unlocking the
pushbuttons.

Pushbutton Locks and Configuration-Lock Jumper


Before performing any of these functions with the local display you must first ensure that
the pushbuttons are placed in the unlocked mode using ValVue. The positioner ships in
the unlocked mode. See ValVue documentation for more details.

The SVI II AP offers several levels of plant security. It may be desirable, after initial setup,
to lock the pushbuttons so that the SVI II AP parameters cannot be inadvertently
changed by the buttons. Several levels of software modifiable pushbutton locks are
provided.

Table 10 Pushbutton Lock Security Level

Level Access

Security Level 3 Allow Local Buttons: Buttons on the SVI II AP are fully enabled.

Security Level 2 Lock Out Local Calibration and Configuration: Use the buttons to perform operations in
normal operating mode and manual mode. Do not go to configure or calibrate mode.

Security Level 1 Lock Out Local Manual: Examine variables in normal operating mode but do not put the
valve in manual operating mode. Access to calibrate or configure modes is not avail-
able.

Security Level 0 Lock Out All Buttons: The buttons are disabled (level 0).

Hardware Configuration Lock


Additional security is achieved using the hardware configuration-lock jumper shown in
Figure 31 on page 64. When set to secure position, shorting the two-pin header,
configuration and calibration are not permitted by the local interface or by remote
communications. Pushbuttons, ValVue and handhelds are locked out, except to examine
configuration, calibration, and position. This is similar to Security Level 1 shown in the
Pushbutton Lock Security Level table.

The following pages display the menu structure for operating the SVI II AP using local
pushbuttons.

© 2020 Baker Hughes Company. All rights reserved. Masoneilan SVI II AP Installation and Maintenance Manual =| 73
Display Menus
NORMAL Operating Mode and MANUAL Mode Menus
When you leave the NORMAL mode to go to MANUAL mode the valve is placed in the
last position it was in when leaving NORMAL. When in the MANUAL mode the device
does not respond to the 4 - 20 mA signal. However, the SVI II AP unit can still respond to
HART® commands, including HART® commands to position the valve. When you switch
to the VIEW DATA or VIEW ERR menus from the NORMAL operate mode menu the
valve is still in NORMAL mode and still responds to the 4 - 20 mA signal.

Pressing any display key


while in Normal Cycling
moves to Normal mode

NORMAL Cycling + + + + +
VIEW +
Menu NORMAL MANUAL DATA VIEW ERR CLR ERR

* * * * *

any key MANUAL Mode VIEW VIEW Instant


Cycling Menu DATA ERRors Action
Menu Menu

* * * *
*
* +
<value> + + + + +
VIEW +
SETUP NORMAL MANUAL DATA VIEW ERR CLR ERR
MAN POS
*

* *
<value>

*-+

+ + MANUAL +
CONFIG CALIB

* *

CONFIG CALIB
Menu Menu

Figure 33 NORMAL Operation and MANUAL Menu Structures

74 | Baker Hughes. © 2020 Baker Hughes Company. All rights reserved.


Configure Menu
Because calibration depends on certain configuration options you must perform
Configuration before you perform Calibration when installing the SVI II AP for the first
time.

If a change is made in the Air-to-Open / Air-to-Close configuration option or if you move


the SVI II AP to a different valve or make any change to the valve position linkage, you
must run the find STOPS calibration again.

CONFIG CONFIGuration Menu CONFIG


See Figure 33 for full
* menu structure
*
+ + + + + +
Air to Char act Pressure Tight Shut-off Language
Menu Menu Setup
Units Menu Menu Menu

Turn tight shutoff on or off


Press * to select option. to provide maximum actuator
Press + or - to accept and force at 0%
proceed to next menu item.
Char act Pressure Units Tight Shutoff Language
Menu Menu Menu Menu
Air to....Menu

*
ATO LINEAR PSI T.S. OFF ENGLISH
* * * *
* *
EQ% 30:1 <VALUE>
BAR +/- FRENCH
ATC * - +
* * *
Select Air To Open (ATO)
or Air To Close (ATC). Must EQ% 50:1 <VALUE>
KPA Select display language.
match the actuator exactly.
T.S. ON
*
*

EQ% CAMFX Select display


units for pressure. Displays tight shutoff
* value if turned on.
Press * to change T.S. ON/OFF status.
Press + or - to enter new value.
QUICK50 Press * to accept new value and proceed
to next menu item.
*

CUSTOM

Figure 34 CONFIGure Menu

© 2020 Baker Hughes Company. All rights reserved. Masoneilan SVI II AP Installation and Maintenance Manual =| 75
ATO / ATC

WARNING This procedure can cause the valve to move. Before


proceeding be sure the valve is isolated from the process.
Keep hands clear from moving parts.

The positioner must be configured as Air-to-Open, ATO, or as Air-to-Close, ATC. This


parameter is toggled by the * button. If the positioner has a double acting relay, the action
is defined for the output labeled ACT1, or Output 1.

To determine if a direct acting positioner is considered ATO or ATC perform the following
test:

1. Apply the actuators rated pressure to the positioner supply. Do not exceed actuator
pressure rating on the control valve specification sheet. Damage to the valve stem,
shaft, or trim can occur.
2. Disconnect the electrical (4 to 20 mA) input signal from the positioner or set it to less
than 3.6 mA.
3. Observe the position of the control valve. If it is closed the actuator is ATO. If the valve
is open it is ATC.

Valve Characteristics

The positioner must be configured to supply the correct relationship between input signal
and valve position. This is called the position characteristic. Figure 11 on page 78 lists
configuring the positioner characteristics.

Use of a linear characteristic is recommended unless the process dynamics or control


valve application calls for an alternate characteristic. SVI II AP offers a custom
characteristic for specialty applications. Prior to selection of custom, the 10 parameters
for the custom characteristic must be entered using ValVue.

Pressure Units

Select the display units for the optional actuator pressure sensor. The available choices
are PSI, BAR or KPA.

The choice applies to both the local LCD display and to the displays with ValVue or the
HART® Handheld communicator.

1. Press * to move from PSI to BAR to KPA.


2. Press + to continue to scroll through the configuration menu.

NOTE The characteristic configured in the positioner is applied in


addition to the plug characteristic built into the valve trim. Do
not configure a percentage characteristic if the valve has a
percentage plug.

76 | Baker Hughes. © 2020 Baker Hughes Company. All rights reserved.


Tight Shutoff

Tight Shutoff is an optional performance feature that prevents leakage at the closed
position. Without this feature, at the closed position with an input signal of 0%, the valve
may not be forced tight against the seat with maximum available actuator force or it may
be only touching the seat with minimum force. In either case, it is under control.

To prevent leakage that can occur in the second case, configure TS ON and set a value
of position setpoint below which the actuator applies maximum seating force. As the
position signal drops toward the TS value, SVI II AP moves the valve to the TS position
value. When the position reaches the TS value SVI II AP applies maximum actuator
force.

The TS function has 0.5% deadband to prevent chatter. If TS is set ON at 2%, for
example, then the valve begins to open when the setpoint reaches 2.5%.

Configuring TS ON
1. Press * to turn TS ON.
2. Press + to increase TS.
3. Press - to decrease TS.
4. Press * when finished to return to the CONFIG menu.
The CONFIG menu displays TS ON.

Turning TS OFF
1. Press * to turn TS OFF.
2. Press + to continue scrolling through the menu.

Changing Language

The local display language can be English or French.

1. Press * to toggle from ENGLISH to FRANCAIS.


2. Press + to continue to scroll through Config menu.

© 2020 Baker Hughes Company. All rights reserved. Masoneilan SVI II AP Installation and Maintenance Manual =| 77
Table 11 Guidelines for Characteristic Choice

Valve Type and Built In Characteristic Desired Installed Standard Positioner


Valve Position Characteristic Selection
Characteristic

Camflex Linear LINEAR

Camflex Equal Percentage EQUAL50


EQ% CAMFX (when replacing
a 4700E)

Varimax Linear LINEAR

Varimax Equal Percentage EQUAL50

21000 series Model # 21X1X or 41000 series Linear LINEAR


Model # 41X1X with LINEAR TRIM

21000 series Model # 21X1X or 41000 series Equal Percentage EQUAL50


Model # 41X1X with LINEAR TRIM

21000 series Model # 21X2X or 41000 series Linear Not Recommended


Model # 41X2X with EQUAL PERCENTAGE
TRIM

21000 series Model # 21X2X or 41000 series Equal Percentage LINEAR


Model # 41X2X with EQUAL PERCENTAGE
TRIM

Ball Valve with typical MODIFIED PERCENT- Linear Not Recommended


AGE TRIM

Ball Valve with typical MODIFIED PERCENT- Equal Percentage LINEAR


AGE TRIM

Butterfly valve with typical MODIFIED PER- Linear Not Recommended


CENTAGE TRIM

Butterfly valve with typical MODIFIED PER- Equal Percentage LINEAR


CENTAGE TRIM

Reciprocating valve with LINEAR TRIM Linear LINEAR

Reciprocating valve with LINEAR TRIM Equal Percentage EQUAL50

Rotary or Reciprocating valve with EQUAL Linear Not recommended


PERCENTAGE TRIM

Rotary or Reciprocating valve with EQUAL Equal Percentage LINEAR


PERCENTAGE TRIM

78 | Baker Hughes. © 2020 Baker Hughes Company. All rights reserved.


Calibration Menu
The Calibration menu shown in Figure 35 provides access to all the calibration functions
for the SVI II AP. If a change is made in the Air-To-Open/Air-To-Close configuration option
or if you move the SVI II AP to a different valve or make any change to the valve position
linkage, you must run the find STOPS calibration again.

CALIBration Menu

CAUTION: These functions stroke the valve over its full range of travel.
Do not perform while the valve is controlling the process.

See Figure 33 for full


CALIB
menu structure

+ <VALUE> + + <VALUE> + <VALUE> + +


STOPS TUNE SETUP
STOP OP SIG LOW SIG HIGH
* *
* * * *
* * *
RUNNING <VALUE> STEP 1/3 +/- <VALUE> <VALUE>
+/- +/- +/- CALIB
* * - + * * - + * - +

STEP 2/3

STEP 3/3

*
*

FAILURE
FAILURE
If there is a calibration tuning error
If there is a calibration stops error FAILURE appears. Press * briefly and
FAILURE appears. Press * briefly and automatically return to the start of TUNE.
automatically return to the start of STOPS.

Figure 35 CALIBration Menu

© 2020 Baker Hughes Company. All rights reserved. Masoneilan SVI II AP Installation and Maintenance Manual =| 79
VIEW DATA Menu
This menu can be entered either from the MANUAL Mode menu or from the NORMAL
Mode menu.

The VIEW DATA menu allows you to read the current configuration, calibration, and
status information. This information cannot be changed from the VIEW DATA menu.
Exiting from the VIEW DATA menu returns the previous menu.

When entered from NORMAL mode the valve still responds to changes in set point input
signal and the values displayed change in accordance with changes in input signal. When
entered from MANUAL mode, the valve is locked in position. The parameters viewable by
pressing + and - are:

√ SINGLE or DOUBLE
√ ATO or ATC
√ LINEAR, EQ% 30:1, EQ% 50:1, EQ% CAMFX, QUICK50, or CUSTOM
√ PSI, BAR, KPA
√ T.S. ON, T.S. OFF
√ SIGNAL LOW value (typically 4.00)
√ SIGNAL HI value (typically 20.00)

Viewing Configuration and Calibration Parameters

To view configuration and calibration parameters use the following procedure:

1. If in the NORMAL operating mode, press any button.


2. Press + to move through the options until you reach the VIEW DATA menu item.
3. Press * to go to VIEW DATA menu. (This leaves the valve in NORMAL mode.) If in
MANUAL mode, press + repeatedly until the VIEW DATA menu item is reached.
Press * to select the VIEW DATA mode.
4. To exit from the VIEW DATA menu, press * at any menu line. You return to the last
menu displayed.

80 | Baker Hughes. © 2020 Baker Hughes Company. All rights reserved.


+
VIEW DATA VIEW ERR

*
See Figure 33 for full
menu structure
ACTUATOR TYPE+
SINGLE OR DOUBLE

ACTION TYPE
ATO or ATC

VALVE CHARACTERISTICS

LINEAR, EQ% 30:1, EQ% 50:1, EQ% CAMFX, QUICK 50, CUSTOM

PRESSURE UNITS
PSI, BAR, KPA

TIGHT SHUTOFF
T.S. ON OR T.S.OFF

SIG LOW

SIG HIGH

Figure 36 VIEW DATA Menu

© 2020 Baker Hughes Company. All rights reserved. Masoneilan SVI II AP Installation and Maintenance Manual =| 81
FAILSAFE Mode
FAILSAFE mode cannot be selected from any of the previous menus. FAILSAFE mode
and display are initiated by detection of a critical fault in the positioner or the valve
system. There are two ways to deal with a FAILSAFE condition: correct the problem and
clear the error messages or run through the FAILSAFE menu, view error messages, enter
MANUAL mode and RESET. RESET restarts operation.

When failsafe occurs:

1. Press + to move to VIEW ERR.


2. Press * to view the first error message. Press + to scroll through all fault messages.
3. Correct the cause of the problem and press + to move to CLR ERR.
4. Press * to remove all error messages from memory.
5. Move to the MANUAL menu. If you have cleared the errors RESET no longer
appears.

or

1. Press + to move to VIEW ERR.


2. Press * to view the first error message. Press + to scroll through all the fault
messages in turn.
3. Move to MANUAL menu and enter Manual mode.
4. Select RESET to start the valve from its failsafe condition.
5. Identify and correct errors and select RESET to return to the prior mode (without
removing error messages from memory).

FAILSAFE Menu
MANUAL MODE
CYCLING MENU

*
+ +
FAILSAFE + +
VIEW ERR
CLR ERR MANUAL RESET

* *
*

Instant
Pressing *
Action WAIT
displays the first Quickly Flashes
error, pressing a second time
displays the second error.
Keep pressing to see all errors
until VIEW ERR appears.
Figure 37 FAILSAFE Menu

82 | Baker Hughes. © 2020 Baker Hughes Company. All rights reserved.


VIEW ERR Diagnostics Messages
Diagnostic messages are viewed with VIEW ERR from the MANUAL Mode menu or from
NORMAL Mode menu. The VIEW ERR menu item allows you to read the current status
information.

To clear the error messages:

1. Press * at CLR ERR on either the MANUAL or NORMAL mode menus.


2. Exiting from the VIEW ERR menu returns the previous menu.

© 2020 Baker Hughes Company. All rights reserved. Masoneilan SVI II AP Installation and Maintenance Manual =| 83
Table 12 Error Messages

LCD Description Action Cause Resolution

RESET Reset occurred due to command or Warning Normal operation Use CLEAR ERR
power up. Always present after power on power up to remove warning.
up. always sets
RESET. RESET is
®
sent by HART
communications.
Use CLEAR ERR
to remove warning

LOW Input current < 3.6 mA Takes the Input current < 3.15 Check input cur-
POWER Note: The low power warning is at 3.6 device to low mA; device goes rent.
mA, but the unit starts function at 3.2 power into low power
mA. mode (unless in
failsafe) upon set-
ting this fault.

ACT ERR Positioner unable to position a valve Warning Integral is satu- 1- Increase air sup-
normally rated for 20 sec- ply above spring
onds; positioner is final value + 10
unable to position psig.
the valve normally; 2- Verify if mechan-
note saturated is ical stop is present.
different than off.
3- Perform valve
1- Air supply is signature using
insufficient. ValVue.
2- Handwheel or 4- If possible, per-
mechanical stop form valve signa-
present. ture under process
3- Valve stuck of conditions.
sticking exces- Validate sizing of
sively. actuator against
4- Unbalance process condition
forces on valve trim using ValSpeQ.
exceeds actuator
capability

AIR LOW If supply pressure option is configured Warning Mechanical or Usually requires
AND supply pressure < 10 (single act- pneumatic problem fixing a mechani-
ing) or 15 (double acting) psi; Other- cal or pneumatic
wise, if the I/P pressure is below 0.8 problem.
psi.

84 | Baker Hughes. © 2020 Baker Hughes Company. All rights reserved.


Table 12 Error Messages (Continued)

LCD Description Action Cause Resolution

POS ERR The position error exceeds configured Warning after Pneumatic/ Pneumatic/
limit for more than configured time T1 and Fail- mechanical, config- mechanical, config-
safe uration, loose mag- uration, loose mag-
net net

KEYBOARD LCD/Button Failure Warning Damaged buttons Replace keypad.


or LCD electronics

MARGN Input signal is insufficient to proceed Warning Input current is Increase loop cur-
PWR between 3.75 mA rent.
and 3.15 mA

CALIB ERR Calibrate failed Warning Invalid values for 1. Redo calibration.
current calibration 2. Contact
and input range by Masoneilan at svi-
HART® commands support@ Baker-
Hughes.com.

STOP ERR Calibration error. Find STOPS was Warning Configuration, cali- 1. Redo calibration.
unsuccessful. bration 2. Contact
Masoneilan at svi-
support@ Baker-
Hughes.com.

TUNE ERR Auto tune failed Warning Mechanical or 1. Redo calibration.


pneumatic prob- 2. Contact
lem causes tuning Masoneilan at svi-
failure support@ Baker-
Hughes.com.

STD DIAG A standard diagnostic procedure failed Warning Pneumatic / Pneumatic /


to complete mechanical, config- mechanical, config-
uration uration issue.

EXT DIAG An extended diagnostic procedure Warning Pneumatic / Pneumatic /


failed to complete mechanical, config- mechanical, config-
uration uration issue.

BIAS ERR Position algorithm error in output bias Warning Pneumatic/ Pneumatic /
mechanical mechanical, config-
uration issue.

I/P LIMIT I/P current too high or too low Warning Electronic hard- 1- Remove power
ware to the device for
two minutes and
restart the device.
2- If the failure per-
sist, replace the
device.

© 2020 Baker Hughes Company. All rights reserved. Masoneilan SVI II AP Installation and Maintenance Manual =| 85
Table 12 Error Messages (Continued)

LCD Description Action Cause Resolution

TEMP ERR Internal circuit temperature high (>80° Warning Environment Check ambient
C, 176° F) or low (<-40° C, -40° F) temperature.

NVM ERR_R An FRAM record and its copy both Failsafe Electronic hard- 1- Remove power
have CRC errors (as detected by read ware to the device for
on initialization) or if temperature cali- two minutes and
bration table has not been written in its restart the device.
entirety (detected by CRC of column 2- If the failure per-
CRCs) sist, replace the
device.

RAM ERR RAM data item had a bad checksum Warning Electronic failure. Notify factory at
svisupport@ Bak-
erHughes.com.

FLASH ERR Flash memory failed checksum test Failsafe Flash memory 1- Remove power
failed checksum to the device for
test two minutes and
restart the device.
2- If the failure per-
sist, replace the
device.

STACK ERR A valid hidden record (in RAM) existing Warning Electronics failure. Clear the condition
upon reset indicating that a stack over- using ValVue or
flow had occurred HART® Host.

FCTRY- Factory mode failure Failsafe Enables factory com- Notify factory at
MODE mands svisupport@ Bak-
erHughes.com.

NVM ERR-T An FRAM record and its copy both Warning Electronics failure. 1- Remove power
have CRC errors to the device for
two minutes and
restart the device.
2- If the failure per-
sist, replace the
device.

REF VOLT Temperature compensated I/P current Failsafe Electronics failure. Notify factory at
is out of range for five reads in a row or svisupport@ Bak-
the raw reading it out of range erHughes.com.

86 | Baker Hughes. © 2020 Baker Hughes Company. All rights reserved.


Table 12 Error Messages (Continued)

LCD Description Action Cause Resolution

POS SENSR Internal error in Hall Effect sensor. Warning Electronic hard- Notify factory at
If upon request temperature compen- ware svisupport@ Bak-
sated remote position sensor reading erHughes.com.
is outside the range [2.5, 120.0-2.5]
degrees or internal position sensor
reading is outside the range [–70.0 to
70.0] degrees for five reads in a row.
For the internal position sensor, a raw
position count of approximately >
15000 is near failure. An exact number
is installation- dependent.
For an RPS installation, a raw position
count of approximately > 24000 is near
failure.

SIG SENSR Internal error in sensing of 4 - 20 mA Warning Electronic hard- Notify factory at
ware svisupport@ Bak-
erHughes.com.

PRES1 ER Temperature compensated pressure Warning Electronics failure. Notify factory at


sensor 1 reading is outside the range svisupport@ Bak-
erHughes.com.

PRES2 ER Temperature compensated pressure Warning Electronics failure. Notify factory at


sensor 2 reading is outside the range svisupport@ Bak-
erHughes.com.

PRES3 ER Temperature compensated pressure Warning Electronics failure. Notify factory at


sensor 3 reading is outside the range svisupport@ Bak-
or supply pressure recorded is >120 erHughes.com.
psi (8.28 bar, 828 kPa)

PRES4 ER Temperature compensated pressure Warning Electronics failure. Notify factory at


sensor 4 reading is outside the range svisupport@ Bak-
or pilot pressure recorded is >120 psi erHughes.com.
(8.28 bar, 828 kPa)

PRES5 ER Temperature compensated pressure Warning Electronics failure. Notify factory at


sensor 5 reading is outside the range svisupport@ Bak-
erHughes.com.

© 2020 Baker Hughes Company. All rights reserved. Masoneilan SVI II AP Installation and Maintenance Manual =| 87
Table 12 Error Messages (Continued)

LCD Description Action Cause Resolution

NVM ERR-W Writer to FRAM fails or data repairing Warning Electronics failure. 1- Clear the condi-
in FRAM fails tion using ValVue
or HART® Host.
2- If condition per-
sists, replace
device and report
problem at
svisuport@
BakerHughes.com.

IRQ FAULT Valid hidden record (in RAM) existing Warning Electronics failure. 1- Clear the condi-
upon reset that indicates that an illegal tion using ValVue
interrupt occurred or HART® Host.
2- If condition per-
sists, replace
device and report
problem at
svisupport@
BakerHughes.com.

DATA ERR Internal software error data overrun Failsafe CPU/firmware 1- Clear the condi-
tion using ValVue
or HART® Host.
2- If condition per-
sists, replace
device and report
problem at
svisupport@
BakerHughes.com.

MCU ERR 1 Micro-Controller Self Check failed Failsafe CPU/firmware 1- Clear the condi-
tion using ValVue
or HART® Host.
2- If condition per-
sists, replace
device and report
problem at
svisupport@
BakerHughes.com.

SW ERR Software self check error Failsafe CPU/firmware 1- Clear the condi-
tion using ValVue
or HART® Host.
2- If condition per-
sists, replace
device and report
problem at
svisupport@
BakerHughes.com.

88 | Baker Hughes. © 2020 Baker Hughes Company. All rights reserved.


Display and Clear Error Messages
Use this procedure, VIEW ERR, to view fault codes and messages listed in Table 12 of
this manual. This is useful when clearing a Failsafe from the pushbuttons.

1. Press + in NORMAL or MANUAL mode to move through the options until you reach
the VIEW ERR menu item.
2. Press * to go to VIEW ERR menu.
3. Press * to display the list of status values.
4. Press + to move forward trough the list in sequence.
5. Press – to move back through the list.
6. Press * at any status message to return to the VIEW ERR option in your previous
mode.
7. Press + to move to Clear ERR.
8. Press * to clear all messages (recommended) or press + to move to the next option.

Positioner Fault Messages


Table 12 on page 584 lists the fault codes and messages that appear on the display. The
table also explains the meaning of each message and a possible cause of the fault.

Return to Normal Operation


Always return the positioner to NORMAL operating mode to resume control by the input
signal. Use this procedure to return to NORMAL mode from any menu.

1. Press + or - repeatedly until MANUAL or NORMAL appears.


2. Press:
√ * to return to NORMAL operating mode, if NORMAL appears.
√ * to return to MANUAL Mode menu, if MANUAL appears.
3. Press + repeatedly until -› NORMAL appears.
4. Press * to return to NORMAL mode and normal operation.

NOTE When entered from NORMAL mode the valve still responds
to changes in set point input signal and the values displayed
change in accordance with changes in the input signal. When
entered from MANUAL mode the valve is in locked position.

© 2020 Baker Hughes Company. All rights reserved. Masoneilan SVI II AP Installation and Maintenance Manual =| 89
Hand Held Communicator
For communication to a HART® device, there is a Device Description Language. A
Device Description, DD, is published by registration with the Field Comm® Group. When
the DD is installed in a host communication device then the host can readily access all
the information in the smart field device. The SVI II AP registered DD is available from the
Field Comm® Group. The SVI II AP DD can be obtained from the website or by contacting
your local representative.

CAUTION Do not connect a HART® modem and PC to a control circuit


unless the controller is HART compatible or has a HART®
filter. Loss of control or a process upset may occur if the
controller output circuit is not compatible with HART® signal.

WARNING Do not connect a PC or HART ®modem to an intrinsically safe


circuit except on the safe area side of the barrier. Do not
operate a PC in a hazardous area without compliance to local
and plant regulations.

90 | Baker Hughes. © 2020 Baker Hughes Company. All rights reserved.


HART® 6 and 7 Squawk Command
For HART® 6 and 7 units, use the squawk command (HART® Command 72) to assist
technicians to find specific devices in an installation. Send this command using ValVue
and a specific device will visually indicate the reception of the command. You can clear
Squawk from the LCD by pushing on any button on the SVI II AP. HART® 7 units can also
send a temporary squawk to have the LCD display Squawk for two seconds.

Squawk Non-squawked

HART® Command 72
(Squawk) from
ValVue SVI II AP DTM

Figure 38 HART® Command 72 Squawk Function

© 2020 Baker Hughes Company. All rights reserved. Masoneilan SVI II AP Installation and Maintenance Manual =| 91
This page intentionally left blank.
6. Configuration and Calibration Using
Pushbuttons

Configuration and Calibration


This section provides procedures to:

√ View configuration data and status messages for the SVI II AP


√ Configure the SVI II AP
√ Calibrate and tune the SVI II AP

Observe all warnings as the valve moves during these procedures.

These procedures can cause the valve to move. Before proceeding be sure the valve is
isolated from the process. Keep hands clear from moving parts.

NOTE All configuration and calibration procedures are described using an SVI II
AP with pushbuttons and display and ValVue software.

© 2020 Baker Hughes Company. All rights reserved. Masoneilan SVI II AP Installation and Maintenance Manual =| 93
Configuration with Pushbutton Display
Prior to changing the SVI II AP configuration, check the existing configuration.

Verify that the mounting has not been damaged in shipment for a pre-mounted SVI II AP.
Record the following information for the configuration checkout:

√ Valve Air to Open (ATO) or Air to Close (ATC)


√ Actuator pressure rating
√ Actuator bench range
√ Inherent trim characteristic of the control valve; linear, equal percentage, or other.
Refer to valve data sheet or model number of control valve.

Viewing Configuration Data


To view SVI II AP configuration data:

1. Access the VIEW DATA menu from the MANUAL menu by pressing the + button.
2. In the VIEW DATA menu, press * to examine the configuration.
3. Press + to scroll through and observe the factory configuration.
4. Press * to exit VIEW DATA.
5. Press + until MANUAL appears.
6. Press * to enter MANUAL mode.
7. Press any key to make MAN POS appear.
8. When the adjustment screen appears stroke the valve open by holding + down.
Notice that the rate of set point change is slow to begin, but increases speed while the
+ is pressed.
9. Stroke the valve to several values.
10. Verify the action is as desired.
11. Press * to exit MAN POS mode.
12. Press + to move to the SETUP menu.
13. In the SETUP menu press the * button to access the CONFIGuration menu.
14. In the CONFIG menu set the configuration parameters.
15. When in CONFIGure or CALIBrate, pressing * changes values.
16. Return to NORMAL mode. The valve moves to the Value set by the current calibrator.
17. Stroke the valve through its range to verify that the movement is as desired.

94 | Baker Hughes. © 2020 Baker Hughes Company. All rights reserved.


VIEW DATA Settings

Table 13 VIEW DATA Settings

Typical Setting Optional Setting

SINGLE DOUBLE

ATO ATC

LINEAR EQ% 30:1


EQ% 50:1
EQ% CAMFX
QUICK 50
CUSTOM

PSI BAR
KPA

0.00 2.00
TS OFF TS ON

4.00 4.00
SIG LO SIG LO

20.00 12.00
SIG HI SIG HI

ENGLISH FRENCH

© 2020 Baker Hughes Company. All rights reserved. Masoneilan SVI II AP Installation and Maintenance Manual =| 95
CONFIG CONFIGuration Menu CONFIG
See Figure 33 on page 74 for full
* menu structure
*
+ + + + + +
Air to Charact Pressure Tight Shut-off Language
Menu Menu Setup
Units Menu Menu Menu

Turn tight shutoff on or off


Press * to select option. to provide maximum actuator
Press + or - to accept and force at 0%
proceed to next menu item.
Charact Pressure Units Tight Shutoff Language
Menu Menu Menu Menu
Air to ....Menu
*
ATO LINEAR PSI T.S. OFF ENGLISH
* * * *
* *
EQ% 30:1 <VALUE>
BAR +/- FRENCH
ATC * - +
* * *
Select Air To Open (ATO)
or Air To Close (ATC). Must EQ% 50:1 <VALUE>
KPA Select display language.
match the actuator exactly.
T.S. ON
*
*

EQ% CAMFX Select display


units for pressure. Displays tight shutoff
* value if turned on.
Press * to change T.S. ON/OFF status.
Press + or - to enter new value.
QUICK50 Press * to accept new value and proceed
to next menu item.
*

CUSTOM

Figure 39 Configuration Pushbutton Guide

96 | Baker Hughes. © 2020 Baker Hughes Company. All rights reserved.


Calibration
NOTE Always perform configuration before running calibration
functions.

CAUTION Pilot Trim Valve Applications require the use of the Manual
Stop calibration procedure. Do not run Find Stops or the
ValVue Setup Wizard on valves with Pilot Trim or damage to
the valve will occur.

Calibrating the SVI II AP Unit Using Pushbuttons


To calibrate the SVI II AP (see Figure 40 on page 100):

1. Observe the display following power-up. The SVI II AP powers up in the previously
active mode either MANUAL or NORMAL (operating) mode:
√ If in NORMAL mode, the display alternates between POS and SIGNAL indicating
Normal mode.
√ If in MANUAL, the display alternates between POS –M and SIG indicating
MANUAL mode.
2. With MANUAL mode displayed, press * to select the MANUAL mode.
3. Press any key to enter MANUAL menu.
4. Press + to display SETUP.
5. Press * to enter SETUP mode.
6. In SETUP mode press * again; CONFIG appears. Pressing + again brings CALIB.
7. Select CALIB by pressing *. STOPS appears.
8. Press * to perform FIND STOPS.
The valve moves full open and back to full closed.
9. Observe all warnings.
10. Press * and the valve strokes and automatically calibrates valve travel.
11. After the STOPS procedure finishes, press + twice until TUNE appears.

© 2020 Baker Hughes Company. All rights reserved. Masoneilan SVI II AP Installation and Maintenance Manual =| 97
Calibration using Auto Tune

To auto tune the SVI II AP:

1. Press * to begin the Autotune procedure. This takes 3 to 10 minutes and strokes the
valve in large and small steps to set the PID parameters for best positioning
response.
When Autotune proceeds, numerical messages display, indicating the procedure is
working.
When Autotune is complete, TUNE appears.
2. Press + repeatedly until  SETUP appears.
3. Press * to return to SETUP menuCALIB appears.

WARNING DO NOT perform STOPS while the valve is controlling the


process.
DO NOT perform Auto Tune while the valve is controlling the
process.

Correct for Over Travel

WARNING During Calibration and Configuration the valve moves. Keep


hands clear. Isolate the valve from the process. Calibration
functions stroke the valve over its full range of travel.

On some valves the full travel is larger than the nominal travel of the valve and it may be
desirable to have the reported 100% position correspond to the nominal travel rather than
the full stroke. The STOP OP option allows this correction. Use this procedure to make a
correction.

1. From CALIB press * to display Stops.


2. Press + to display STOP OP.
3. Press * to move valve to the 100% position.
4. Use the + and - buttons to position the valve to the nominal full open position.
5. Press * to accept this position as the new 100% position.

98 | Baker Hughes. © 2020 Baker Hughes Company. All rights reserved.


Adjust Input Signal Range
SIG LO displays the input signal that corresponds to the full closed (ATO) or full open
(ATC) position of the valve.

1. If the displayed value is:


√ Correct, press + to advance to the next item.
√ Not correct, press * to display value of SIG LO.
2. Use + and – buttons to change the value.
3. Press * to return to menu and move to next item. SIG LO must be between 3.8 and
14.0 mA.
SIG HI displays the input signal that corresponds to the full open, ATO, or full closed,
ATC position.
4. If the displayed value is:
√ Correct, press + to advance to the next item.
√ Not correct, press * to display value of SIG HI.
5. Use + and – buttons to change the value.
6. Press * to return to menu and move to next item. SIG HI must be between 10.0 and
20.2 mA. SIG HI must be larger than SIG LO by at least 5 mA.
Calibration of the positioner is now complete.
7. At -› MAN, press * to return to the MANUAL mode. MAN POS appears.

NOTE SIG HI and SIG LO allow adjustment of the input current


range that corresponds to full valve travel. Normally they are
set to 4 and 20 mA. Adjustment is normally required only for
split range applications and provides flexibility for unusual
applications. A separate ValVue calibration procedure
enables adjustment of the current sensing circuit to a
precision current reference standard.

© 2020 Baker Hughes Company. All rights reserved. Masoneilan SVI II AP Installation and Maintenance Manual =| 99
CALIBration Menu

CAUTION: These functions stroke the valve over its full range of travel.
Do not perform while the valve is controlling the process.

See Figure 33 on
CALIB
page 74 for full menu

+ <VALUE> + + <VALUE> + <VALUE> + +


STOPS TUNE SETUP
STOP OP SIG LOW SIG HIGH
* *
* * * *
* * *
RUNNING <VALUE> STEP 1/3 +/- <VALUE> <VALUE>
+/- +/- +/- CALIB
* * - + * * - + * - +

STEP 2/3 See Figure 33 on page 74 for full


menu structure
*

STEP 3/3

*
*

FAILURE
FAILURE
If there is a calibration tuning error
If there is a calibration stops error FAILURE displays. Press * briefly and
FAILURE displays. Press * briefly and automatically return to the start of TUNE.
automatically return to the start of STOPS.

Figure 40 Calibration Pushbutton Guide

100 | Baker Hughes. © 2020 Baker Hughes Company. All rights reserved.
Check-out with a HART® Handheld Communicator
This section covers a subset of the functions available with HART®. For a complete
description refer to Chapter 4 Using the Digital Interfaces. If the SVI II AP is not equipped
with optional pushbuttons and local display the checkout and configuration is performed
using the standard HART® communications interface. In addition to the functions
performed with the local pushbuttons additional functions are performed with HART®.
For example, the instrument tag descriptor is written and stored in non-volatile memory
and used for point to point wiring checkout.
®
Connect the HART Handheld Communicator to the SVI II AP as shown in Figure 41.
Refer to the product manual for the HART® Communicator included with the GE DPI620
or other HART® communication devices.

Configuration
Lock Jumper 12.00 mA

Input Signal

+ -

GE DPI620

Figure 41 SVI II AP HART® Communicator Connections

Be sure that the configuration lock jumper is in the unlock position. When the jumper is in
the lock position (shorting the two-pin header) the handheld is not permitted to make any
changes. However, parameters are readable. If fault messages appear, they must be
handled before proceeding with HART® communications. Before communications
proceed all error messages must be cleared. For example, the following message is
displayed if the instrument has been serviced and the air is not connected.

“Process applied to the non-primary variable is outside the


operating limits of the field device”

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Proceed with the following steps:

1. Press NEXT.
2. Field device has more status available.
3. Press NEXT.
4. Ignore next 50 occurrences of status?
5. Press YES.
6. Change to MANual mode.
7. Scroll to line 6 EXAMINE, press ->.
8. Scroll down to 5 read status.
9. Read message.
10. Press OK.
11. Repeat OK to read all messages until the display returns to read status.
12. Scroll down to 6 clear status, press ->.
13. If clear fault codes not completed appears, press OK and read the message (Position
Error, for example).
14. Correct the problem (Is the air supply on?), and then go to clear status until Clear
Fault codes Completed appears.
15. Press OK.

102 | Baker Hughes. © 2020 Baker Hughes Company. All rights reserved.
Emerson 475 Handheld Menu Structure
The menu structure shown below starts in the upper left hand corner of the card
(Firmware 3.2.3 HART 5®, 4.1.1 (HART® 6).

© 2020 Baker Hughes Company. All rights reserved. Masoneilan SVI II AP Installation and Maintenance Manual =| 103
Run Auto Tune
1. Open HART screen and tap Online.
2. Tap Device Setup.
3. Tap Manual Setup.
4. Tap Change Mode and change mode to Setup.
5. Tap back arrow.
6. Tap Auto Tune. You are led through a series of screens run the process.
7. Tap Change Mode and change back to desired mode.

Run Find Stops


1. Open HART screen and tap Online.
2. Tap Device Setup.
3. Tap Manual Setup.
4. Tap Change Mode and change mode to Setup.
5. Tap back arrow.
6. Tap Find Stops. You are led through a series of screens run the process.
7. Tap Change Mode and change back to desired mode.

Run Open Stop Adjustment


1. Open HART screen and tap Online.
2. Tap Device Setup.
3. Tap Calibration.
4. Tap Valve Travel.
5. Tap Change Mode and change mode to Setup.
6. Tap back arrow.
7. Tap Open Stop Adjustment. You are led through a series of screens run the process.
8. Tap Change Mode and change back to desired mode.

Run Diagnostics
1. Open HART screen and tap Online.
2. Tap Status/Diagnostics.
3. Tap Signature.
4. Tap Run Diagnostics. You are led through a series of screens run the process.

104 | Baker Hughes. © 2020 Baker Hughes Company. All rights reserved.
View and Clear Faults
1. Open HART screen and tap Online.
2. Tap Status/Diagnostics.
3. Tap Status/Faults.
On this screen you can tap:
√ Current Faults to view only active faults.
√ Clear Current Faults to clear the faults. The faults will reoccur if the cause is not
fixed.
√ Historical Faults to view all faults current and past.
√ Clear All Faults to clear current and historical faults.
4. Tap Fault List to view the full fault code list.

© 2020 Baker Hughes Company. All rights reserved. Masoneilan SVI II AP Installation and Maintenance Manual =| 105
Configuring and Calibrating with ValVue
ValVue is the most complete and easiest to use configuration tool. ValVue is downloaded
from the website (valves.bakerhughes.com/resource-center) and provides an interface
for configuring and calibrating SVI II AP. Use of these tools is recommended. See the
ValVue Instruction Manual included with the SVI II AP download.

In this section, we recommend a few ValVue steps to checkout and configure a


pre-installed SVI II AP on a control valve.

√ Read and Set Configuration Parameters


√ Change to MANUAL mode
√ Run Find Stops
√ Run AutoTUNE
√ View Calibration Parameters
√ View Diagnostics
√ Read and Clear Status
√ Return to NORMAL mode

NOTE Setting the input current span is unnecessary except for


applications such as split range. Calibration of the input
current sensor requires the use of high accuracy current
standards. The factory settings should only be changed if a
calibration laboratory detects errors.

Never connect ValVue to an SVI II AP that is in Configuration


or Calibration using pushbuttons.

106 | Baker Hughes. © 2020 Baker Hughes Company. All rights reserved.
Troubleshooting Autotune
Autotune, whether using ValVue, pushbuttons, a DD or a handheld, is the best way to
tune the valve. If it does not work:

Step One

Autotune again using recommended tuning parameters for the valve is use. The SVI II
AP DTM help offers you instructions in how to enter these parameters in the Autotune
procedure. Alternately, Try starting tuning from the 50% position.

This often helps with slow moving valves. In manual mode on the Masoneilan DTM Trend
screen or in Set up mode on Trend screen or the Manual Position Setpoint tab and
change the Set point to 50% before attempting to Autotune.

Table 14 outlines some effects of parameter changes.

Table 14 Rough Guide to Effect s of Changing PID Values

Parameter Rise Time Overshoot Settling Time

Increase Value Decrease Value Increase Value Decrease Value Increase Value Decrease Value

P Decrease Increase Increase Decrease Small Effect Small Effect

I Small Effect Small Effect Decrease Increase Decrease Increase

D Small Effect Small Effect Decrease Increase Decrease Increase

Step Two

Run autotune again after ensuring the:

√ Air supply is sufficient and there are no air √ Valve does not have excessive friction.
leaks. Add some Dead Zone (0.25).
√ Linkage is not loose or in an improper position. √ Mounting is installed correctly.
√ Alarms are cleared. √ Magnet is not out of position.
√ Boosters are not too aggressive. √ Solenoid in supply line should have a Cv that is
√ Is the booster by-pass valve closed? Open .25 or higher (Std Capacity SVI II AP).
by-pass valve ½ turn from closed and Auto-
tune again

Other Issues That Affect Autotune

Valve oscillating fast:

√ P term too high: reduce P by ½ and try again


√ Booster too hot (aggressive) open by-pass on booster and try again

© 2020 Baker Hughes Company. All rights reserved. Masoneilan SVI II AP Installation and Maintenance Manual =| 107
Valve oscillation slow - friction:

√ Increase I term by 20-25%


√ Add Dead Zone – try 0.25%

Valve moves too slowly:

√ P term too low, try increasing by 25%


√ Stroking time set to non-zero value.

If Actuator is very large:

Enter a typical value for P in the PID parameter in ValVue. SVI II AP factory value for P is
100; if it is a large valve this may need to be higher to start. In Setup mode enter larger
value for P and run Autotune again (See Table 14).

Installation of Cover
The cover of the SVI II AP is a critical component for safety in Hazardous Areas. To
ensure safe operation the flat surfaces of the cover and the housing must be clean and
absolutely free of particles or dents. The O-ring must be securely located in its groove.
Install the cover and tighten all four screws. There must be no gap between the housing
and cover.

108 | Baker Hughes. © 2020 Baker Hughes Company. All rights reserved.
7. Wiring an SVI II AP

Overview
The SVI II AP is used as a current loop device drawing power and analog input signal from
a precision current source. This section describes wiring configurations using HART® digital
communications operating in the 4 - 20 mA current mode.

System Connections
All system connections must comply with the HART® Communications Protocol
Specifications. For complete technical information refer to the Field Comm® Group
Document Number HCF-SPEC-11 and the references. The SVI II AP is a HART® compliant
device of type Actuator. It is therefore a receiver of 4 - 20 mA, and cannot have a voltage
source applied to its input terminals.

When installing the SVI II AP in a 4 - 20 mA current loop, the engineer designing the loop
must consider a set of conflicting electrical requirements. The control signal to the
positioner is a 4 - 20 mA current generated by the controller or DCS and transmitted to the
positioner located remotely in the field. The electrical characteristics of a current loop
sending a signal to the field device are different from the apparently similar loop bring a
signal to a controller from a transmitter in the field.

The positioner receives its power from the current signal. It receives its control setpoint from
the value of the current and it must be able to communicate bi-directionally by
superimposing signal tones on the current signal without distorting the current signal,
without the tones being affected by the electrical characteristics of the current signaling
device. All these conflicting requirements must be met with equipment manufactured by
various manufacturers, and work with long cables, in a noisy hostile plant environment.
Energy levels are often limited for safe installation in explosive environments. Special
engineering may be required to meet the signaling requirements at low energy levels.

The following will not cover all the details for a successful installation, in all cases. That is
beyond the scope of this instruction. It will suffice to explain the requirements as a guide use
to obtain necessary components from many sources for a successful installation.

© 2020 Baker Hughes Company. All rights reserved. Masoneilan SVI II AP Installation and Maintenance Manual =| 109
CAUTION Do not connect a HART® modem and PC to a control circuit
unless the controller is HART compatible or has a HART®
filter. Loss of control or a process upset may occur if the
controller output circuit is not compatible with HART® signals.

Install in compliance with Hazardous Area rules in


accordance with local electrical codes and plant standards by
trained specialists.

Do not connect a PC or HART® modem to an intrinsically safe


circuit except on the safe area side of the barrier. Do not
operate a PC in a hazardous area without compliance with
local and plant regulations.

NOTE A control circuit must be HART® compatible or have a HART®


filter installed. Contact the manufacturers of the controller or
DCS. See “HART® Filter Requirements” on page 129.

√ Comply with current national and local regulations for


electrical installation work.
√ Comply with national and local explosive atmosphere
regulations.
√ Before carrying out any work on the device, power off the
instrument or make sure that the locale conditions for
potentially explosive atmosphere permit the safe opening
of the cover.

110 | Baker Hughes. © 2020 Baker Hughes Company. All rights reserved.
Wiring Guidelines
Guidelines for a successful implementation of DC current signal, DC power, and HART®
communication to the SVI II AP:

√ Compliance voltage at the SVI II AP is approximately 9 V at 20 mA, 11 V @ 4 mA.


See “Determining an SVI Positioner Compliance Voltage in a Control System” on
page 209.
√ Signal to the SVI II AP must be a regulated current in the range 3.2 to 22 mA.
√ Controller output circuit must be unaffected by the HART® tones which are in the
frequency range between 1200 and 2200 Hz.
√ In the frequency range of the HART® tones, the controller must have a circuit
impedance of more than 220 Ohms, typically 250 Ohms.
√ HART® tones may be imposed by the positioner and a communication device
located anywhere on the signaling circuit.
√ Cabling must be shielded to prevent electrical noise that would interfere with the
HART® tones, with the shield grounded.
√ Shield must be properly grounded in only one place.
√ For details and calculation methods for wiring resistance, and capacitance and for
calculation of cable characteristics, refer to the HART® FSK Physical Layer
Specification.
√ For split range installations the output voltage must be sufficient to operate two
positioners (11 V @ 4 mA, 9 V @ 20 mA) and the expected voltage drop in the
cable.
√ Use of a low impedance voltage source damages the SVI II AP. The current
source must be a true high impedance current limiting device. A proper current
source explicitly enables adjustment of the current, not the voltage.
√ When wiring a position retransmit:
Use the same gauge wires as the 4-20 mA control loop.
Ensure that the position retransmit signal is connected to the control system’s
analog input card.
Ensure the control loop is powered while making make measurements with a
meter.

© 2020 Baker Hughes Company. All rights reserved. Masoneilan SVI II AP Installation and Maintenance Manual =| 111
SVI II AP Setups
Control Systems using Explosion Proof or Conventional I/O Systems must have a
compliance voltage greater than 9 V at 20 mA including wiring losses. See “Determining
an SVI Positioner Compliance Voltage in a Control System” on page 209.

Typical Control Systems using Intrinsic Safety methods must have a compliance voltage
greater than 17.64 V.

Typical system setups are shown in Figure 42 on page 113, for General Purpose and
Explosion Proof (EEx d) Installation Schematic and Figure 43 on page 114, for
Intrinsically Safe Installation Schematic. The SVI II AP digital valve positioner can be
located in a general-purpose or hazardous area protected by Explosion Proof (EEx d)
methods. Wiring diagrams are generalized, actual wiring must adhere to Electrical
Installation section of manual and local electrical codes. The use of a handheld
communicator or a HART® modem is not permitted in the Hazardous Area protected by
Explosion Proof (EEx d) methods. In Figure 43 on page 114 the SVI II AP digital valve
positioner is located in a hazardous area that is protected by Intrinsically Safe wiring
practices.

The SVI II AP requires an electrical input from a 4 - 20 mA current source. The SVI II AP
input signal can carry a HART® communication protocol signal from ValVue software and
a HART® modem, or from a HART® hand held communicator. Since the process control
system, the source of the input signal, is located in a non-hazardous location, setup
requires an intrinsic safety barrier be placed between the process control system and the
SVI II AP. If the SVI II AP is located in a hazardous area with Intrinsically Safe protection
a barrier is not required for a flameproof installation. Alternatively the system can be
installed as Explosion Proof ⁄ flameproof.

The SVI II AP can communicate with a remote PC running ValVue software via a modem
connected to the PC's serial port. The PC, which is not intrinsically safe, must be
connected to the circuit on the safe area side of the intrinsic safety barrier if the valve is
located in a hazardous area.

The SVI II AP can be operated, calibrated, configured, and interrogated either by using
local pushbutton and display, or by using a remote PC running ValVue software or with
the HART® handheld communicator. The SVI II AP is polarity sensitive so the positive
lead must be connected to the positive (+) terminal and the negative lead to the negative
(-) terminal. Reversal of input will not cause damage but the unit will not function.

112 | Baker Hughes. © 2020 Baker Hughes Company. All rights reserved.
Hazardous Area Non-Hazardous Area

SVI II AP Power
Supply

220 Ohms
HART compliant
control system
output card

HART
Modem
ValVue

DPI620

Figure 42 General Purpose and Explosion Proof Installation

© 2020 Baker Hughes Company. All rights reserved. Masoneilan SVI II AP Installation and Maintenance Manual =| 113
Single Channel
SVI II AP ZenerBarrier

Barrier Power
Resistance Supply

220 Ohms
HART Compliant
Control System
Output Card

GE DPI620
HART
Modem
ValVue

Figure 43 Intrinsically Safe Installation

114 | Baker Hughes. © 2020 Baker Hughes Company. All rights reserved.
Grounding Practices
There must never be more than one ground point for the shield of the signal wiring.
Normally ground is connected at the controller or at the intrinsic safety barrier.

The case grounding screws are located on the outside of the case at the lower right of the
display cover and inside the cover. The case is isolated from all circuitry and can be
grounded locally in accordance with applicable codes.

If noise or instability is present set the positioner to MANUAL mode of operation and
manually position the valve over its entire range. If the valve is stable in MANUAL mode
then the problem can be noise in the control system. Recheck all wiring connections and
ground points.

Compliance Voltage in Single Drop Current Mode


The SVI II AP requires 9.0 V at 20 mA and 11.0 V at 4 mA. Typical smart devices require
MORE voltage at higher current. The controller supplying the current has LESS voltage
available at higher current. The SVI II AP is noteworthy in that it requires LESS Voltage at
higher current that complements the characteristic of the source requiring only 9 V at 20
mA. See “Determining an SVI Positioner Compliance Voltage in a Control System” on
page 209.

NOTE Improperly or inadequately grounded installations can cause


noise or instability in the control loop. The internal electronics
are isolated from ground. Grounding the case is unnecessary
for functional purposes but grounding the case may be
necessary to conform to local codes.

Table 15 through Table 17 on page 7116 provide examples of several SVI II AP


installations and calculating the compliance voltage necessary to supply 9 V at 20 mA.

Table 15 Compliance Voltage for Single Channel Zener with 22 AWG Cable

Voltage at SVI II AP at 20 mA 9.0 V

Drop in single channel Zener barrier with 342 Ohms end to end resistance 6.84 V

Drop in 22 AWG cable, 3000’ long (30 Ohms per 1000’) 1.8 V

Drop in passive HART® Filter 0.0 V

Voltage required at controller 17.64 V

Conclusion: The control system must have a compliance voltage equal to or greater than
17.64 V; contact the DCS vendor to verify compliance.

© 2020 Baker Hughes Company. All rights reserved. Masoneilan SVI II AP Installation and Maintenance Manual =| 115
Table 16 Compliance Voltage for Galvanic Isolator with 22 AWG Cable

Voltage at SVI II AP at 20 mA 9.0 V

Drop in 22 AWG cable, 3000’ long (30 Ohms per 1000’) 1.8 V

Required voltage at Isolator 10.8 V

Voltage available from Isolator rated to drive 22 mA into 700 Ohm1 13.2 V

Voltage required at controller Not applicable - Isolator


supplies the power

1
For example MTL products.

Conclusion: The compliance voltage issue is not present because the Isolator provides all
the necessary voltage.

Table 17 Compliance Voltage for No Barrier with HART® Filter and Resistor and 18 AWG
Cable

Voltage at SVI II AP at 20 mA 9.0 V

Drop in 220 Ohm resistor 4.4 V

Drop in 18 AWG cable, 6000’ long (12 Ohms per 1000’) 0.6 V

Drop in passive HART® Filter 2.3 V

Voltage required at controller 16.3 V

Conclusion: The control system must have a compliance voltage equal to or greater than
16.3 V; contact the DCS vendor to verify compliance.

Wire Size and Conduit


Electrical connections are made to the electronics module terminal board as shown in
Figure 31 on page 64. The terminals accept wire sizes up to AWG 14. The SVI II AP is
supplied with two 1/2" NPT conduit entries. M20 adapters are available. Internal and
external ground terminals are provided for use if grounding is required.

NOTE When an intrinsic safety barrier separates the SVI II AP from


the modem or handheld a HART® compliant barrier must be
used.

116 | Baker Hughes. © 2020 Baker Hughes Company. All rights reserved.
HART® Physical Layer Compliance of the Control System
Communications to a SVI II AP requires a HART®- compliant communications loop. The
HART® protocol specifies the noise level, impedance requirements, and configuration of
the loop. The controller or output card of the control system must comply with the
Physical Layer Specification.

Impedance Constraints
HART® communication is based on the talking device generating an AC current
superimposed on the 4 - 20 mA control signal. Two frequencies are generated; 1200 Hz
representing the digital value 1 and 2200 Hz representing the digital value 0. The
listening device responds to the voltage generated when the AC current flows through
the loop impedance. In order to generate a voltage from a current there must be
impedance. HART® Protocol requires that this impedance be at least 220 Ohms at the
tone signaling frequencies.

HART® compliant current sources are supplied with the correct Impedance Versus
Frequency Characteristic. In Non-Compliant Current Sources there may be a noise
reduction capacitor across the output that lowers the impedance at higher frequencies
and thus lowers the signaling voltage. To be certain that at least 220 Ohms of impedance
is presented by the current source a resistor can be added in series with the current
source. This reduces the effective compliance voltage of the current source by 20 mA
times the value of the series resistor. An added resistor is unnecessary during tests with
high impedance current calibrators such as the Altek Model 334 Loop Calibrator.

Noise Constraints
HART® Communication depends on converting two frequencies (1200 and 2200 Hz) into
digital values 1 and 0. Noise can cause errors in the conversion. Conventional good
wiring practice, such as use of twisted shielded pair cable with the shield grounded at
only one point, minimizes the effects of noise.

© 2020 Baker Hughes Company. All rights reserved. Masoneilan SVI II AP Installation and Maintenance Manual =| 117
Cabling and Interconnection Requirements
Interconnections are made using shielded twisted pair cables. The shield is connected to
ground at one point only. It is customary to ground at the controller or intrinsic safety
barrier. The SVI II AP is supplied with two 1/2” NPT conduit entries. M20 adapters are
available. Internal and external ground terminals are provided for case grounding
requirements.

WARNING Install the SVI II AP in accordance with local and national


code in both general and hazardous area locations.
Substitution of components can impair suitability for use in
hazardous locations.

NOTE The internal electronic components are isolated for ground.


Grounding the case is unnecessary for functional purposes.
Grounding the case may be necessary to conform to local
codes.

Capacitance vs. Length of Cable for HART®


The Field Comm® Group specifies cable capacitance requirements to preserve signal
strength. Refer to the standards for detailed calculation methods.

CAUTION Do not connect a HART® modem and a PC to a control circuit


unless the controller is HART® compatible or has a HART®
filter. Loss of control or a process upset can occur if the
controller output circuit is not compatible with HART® signals.

HART® Filter Required for Certain Control System Output Circuits


The SVI II AP is intended for use with all control systems. However, output circuits of
several major DCS systems are incompatible with the tones used for HART® signals. You
must verify that the DCS or controller works reliably with the HART® protocol. When the
DCS is incompatible an external HART® filter must be installed between the field wiring
and the output card. MTL manufactures HART® filters, such as a 16 channel DIN rail
mounted device composed of passive circuitry that introduces negligible voltage drop. For
additional information, contact MTL.

NOTE A control circuit must be HART® compatible or have a


HART® filter installed. Contact the manufacturer of the
controller or DCS. See “HART® Filter Requirements” on
page 129. of this manual for more information.

118 | Baker Hughes. © 2020 Baker Hughes Company. All rights reserved.
Split Range Applications
The SVI II AP is designed to operate in split range configurations supporting up to three
control valves connected to a single controller output. Minimum input current span for
each SVI II AP is 5 mA. For each positioner the upper range value is between 8 and 20
mA and the lower range value is between 4 and 14 mA. For example, three devices might
be configured with input current ranges of 4 - 9 mA; 9 - 14 mA, and 14 - 20 mA. Split
range operation with SVI II AP requires special consideration of the compliance voltage.
The SVI II AP requires at least 9.0 V. Two SVI II AP in series requires at least 18.0 V in
addition to the voltage drops in wiring and other series devices. Typical controller output
current sources rarely deliver 24 V, so the system can become voltage starved. It is
possible to boost the compliance voltage of the DCS using a series wired voltage source
power supply, as shown in Figure 45 on page 124. The total loop voltage must not
exceed the rating for the controller output current source. Contact the DCS vendor to
validate this approach.

See “Determining an SVI Positioner Compliance Voltage in a Control System” on


page 209.

NOTE The internal electronic components are isolated from ground.


Grounding the case is unnecessary for functional purposes.
Grounding the case may be necessary to conform to local
codes.

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Multiple Output Circuit Control System
ValVue supports HART® devices including, the SVI II AP with non-zero polling addresses
and supports for multiple SVI II AP on the same loop, for split ranging. To enable this
support:

1. Select Enabled from the Loop Current Mode pulldown.


2. Enter the Polling Address on the Advanced Setup > Positioner Identification tab.

DCS systems offer multiple independent analog outputs driven by the same control signal
to solve the voltage problem with split ranged positioners. Use of such systems is
recommended for split range applications. The HART® address of each SVI II AP are 0.

For more information on this and how to setup Field Networks, including setting up for
HART® and FF communications, see the ValVue help Field Networks.

120 | Baker Hughes. © 2020 Baker Hughes Company. All rights reserved.
Isolators
Another solution is to use an Intrinsic Safety Isolator for each loop as shown in Figure 44
on page 122. A number of manufacturers make suitable isolators designed for use with
HART® output circuits. Using an IS Isolator allows up to three SVI II AP to be operated
from a single 4 - 20 mA DCS output. Each isolator has a low compliance voltage input
requirement and a high voltage output capacity.

Up to three isolators can be connected in series to a single controller output and each of
them can drive a positioner. Isolators are used to provide compliance voltage and
isolation even in installations not requiring intrinsic safety. Consult the manufacturer for
detailed installation instructions.

The HART® loop address of each device must be set to 1, 2, and 3 (or other non-zero
values) to allow a HART® master to recognize each SVI II AP when connected to all
three devices on the safe area side of the multiple isolators. Do not use 0 for any of the
positioners. A 0 causes HART® masters to stop searching for additional positioners.

© 2020 Baker Hughes Company. All rights reserved. Masoneilan SVI II AP Installation and Maintenance Manual =| 121
Hazardous Area Non-Hazardous Area

Power Supply
Power Supply I.S. Galvanic
HART Address = 1
Isolator

HART
Filter Control System
Output Card

HART
Modem
ValVue

HART Address = 2

I.S. Galvanic
Isolator

Figure 44 Split Range with Isolator

122 | Baker Hughes. © 2020 Baker Hughes Company. All rights reserved.
Supplemental Power Supply
Another approach is to boost the compliance voltage of the DCS using a supplemental
power supply (see Figure 45 on page 124) with the split ranged SVI II AP connected in
series with the supply. It is not practical to use supplemental supplies when Intrinsic
Safety is required. The barriers do not permit adequate voltage. Contact the DCS vendor
to verify that the output circuit is compatible with the added voltage. The supplemental
voltage must equal 9.0 V for each additional SVI II AP. Exceeding the values in Table 18
will cause damage if the signal wires are short-circuited.

Table 18 Supplemental Voltage for Split Range

Number of SVI II APs on a Current Loop Maximum Allowable Supplemental Voltage

1 0

2 9.0 VDC

3 18.0 VDC

Verify Wiring and Connections


For split range installations there are additional constraints on the split range system: the
minimum span must be 5 mA; the upper range value must be 8 mA to 20 mA; the lower
range values must be 4 mA to 14 mA.

Use the following procedure to ensure that the SVI II AP split range system is properly
powered:

√ Connect a DC voltmeter across the input terminals.


√ For an input current value between 4 and 20 mA the voltage varies between 11 V
and 9 V respective. See “Determining an SVI Positioner Compliance Voltage in a
Control System” on page 209.
√ Current is read from the local display or with a milliampmeter installed in series the
SVI II AP.
√ When voltage exceeds 11 V check that polarity is correct.
√ If voltage is less than 9 V and polarity is correct, voltage compliance of current
source is inadequate.
√ Connect a milliampmeter in series with the current signal. Verify that source can
supply 20 mA to SVI II AP input.
√ If 20 mA is not attainable, troubleshoot the source and set up.

© 2020 Baker Hughes Company. All rights reserved. Masoneilan SVI II AP Installation and Maintenance Manual =| 123
NOTE Improperly or inadequately grounded installations can cause
noise or instability in the control loop. The internal electronic
components are isolated from ground. Grounding the case is
unnecessary for functional purposes but grounding the case
may be necessary to conform to local codes.

Power
Supply
HART Address = 1

Supplemental
(Voltage)
Power HART Control
Supply Filter System
Output
Card

HART
Modem

HART Address = 2

Figure 45 Split Range with Supplemental Power Supply - Non-Hazardous

124 | Baker Hughes. © 2020 Baker Hughes Company. All rights reserved.
Required Practices for Explosion Proof Installations
The SVI II AP is provided with two threaded conduit entries. All wiring must be installed
with approved conduit and approved seals or with approved cable and cable glands
according to local codes. The unused conduit entry is plugged with a ½ NPT pipe plug.
Thread engagement must comply with local electrical codes. The cover must always be
secured before application of power.

Do not connect a HART® communication device in the hazardous area. Use of the SVI II
AP local display with pushbuttons is recommended when Explosion Proof methods are in
effect.

Clarification of Terminology
In Factory Mutual Research and Canadian Standards Association codes, Explosion Proof
means use of approved enclosures and conduit enclosed cables, but in ATEX countries,
this method is called Flameproof. In ATEX countries, Explosion Proof means both
Flameproof and Intrinsically Safe.

Recommended Practice for Severe or Humid Environments


The circuitry of SVI II AP is encapsulated for protection from corrosive atmospheres. To
prevent moisture from damaging the electronics of the SVI II AP use a sealed junction
box in high humidity or tropical environments. The wiring from the junction box to the SVI
II AP is sealed by flexible cable with a cable gland or with a potted nipple and pigtail,
where applicable codes permit.

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8. HART® Communications with Intrinsic
Safety

Overview
When an SVI II AP is installed in a hazardous area in accordance with the applicable codes
and standards for Intrinsic Safety there are wiring considerations for successful operation in
addition to the requirements for safety. The choice and application of intrinsic safety barriers
requires special training. For additional information, consult MTL Instruments PLC
Measurement Technology Limited: www.mtl-inst.com or R.Stahl, Inc. www.rstahl.com.

All installations must comply with plant standards and local and international electrical
codes.

There are three basic barrier types:

√ Single channel Zener diode barriers


√ Dual channel Zener diode barriers
√ Active galvanic isolators

To determine if the installation will perform successfully with HART® communications you
must consider HART® filter requirements and HART® barrier compliance.

© 2020 Baker Hughes Company. All rights reserved. Masoneilan SVI II AP Installation and Maintenance Manual =| 127
HART® Barrier Compliance
The intrinsic safety barrier must be designed to transmit the HART® signals in both
directions. Both passive Zener diode barriers and active galvanic isolators are offered
with HART® compliance. Consult the manufacturer or refer to the documents listed at the
end of this instruction manual.

Figure 46 Intrinsically Safe Installation with Zener Barrier and HART® Filter

128 | Baker Hughes. © 2020 Baker Hughes Company. All rights reserved.
Output Channel Isolation
The designer of the signaling circuit where the SVI II AP is to be installed must consider
the 8 design rules in Wiring Guidelines (see “Wiring Guidelines” on page 111 of this
manual). In particular, the control system output interface has analog output channels
that are galvanically isolated and share a common ground or are separated from ground
by the current control transistor or sense resistor.

√ If the outputs are isolated a single channel Zener diode barrier can be used.
√ If the outputs share a common ground a single channel Zener diode barrier can be
used.
√ If the outputs are separated from ground a dual channel Zener barrier is required.

Controller outputs are separated internally from ground by a current sense resistor or a
control transistor. Dual channel barriers apply excessive loop resistance and cause
compliance voltage problems. An Intrinsically Safe galvanic isolator operates with all
three types of output channels, isolated, grounded or separated from ground, and
provides sufficient compliance voltage. The galvanic isolator must be certified by the
manufacturer to be HART® compliant if the HART® connections are supported on the
safe area side of the isolator. See Figure 46 on page 128. Consult barrier and isolator
manufacturer for devices rated for use with the SVI II AP I.S. entity parameters in
Hazardous Area Approvals.

HART® Filter Requirements


The control system output interface must allow the HART® frequencies to coexist with
the precision 4 - 20 mA DC signal. Circuits that are not designed for HART® may need a
HART® filter. Consult the controller or DCS manufacturer for interfacing to a particular
system. The HART® communications can cause a non-HART® compliant output circuit
to malfunction, in some cases. In other cases the HART® communications tones are
disabled by the control circuit.

The SVI II AP can be used with non-HART® compliant output circuits but remote
communications functionality are not enabled.

Use pushbuttons for all operation and maintenance. If remote maintenance is desired
always isolate the control valve from the process and disconnect the non-compliant
controller before connecting a current source for power and a HART® master device.

If a HART® filter is required, then its voltage drop must be considered in calculating the
compliance voltage.

© 2020 Baker Hughes Company. All rights reserved. Masoneilan SVI II AP Installation and Maintenance Manual =| 129
Figure 47 Intrinsically Safe Installation with Galvanic Isolator

CAUTION Do not connect a HART® modem and a PC to a control circuit


unless the controller is HART® compatible or has a HART®
filter. Loss of control or a process upset can occur if the
controller output circuit is not compatible with HART® signals.

NOTE A control circuit must be HART® compatible or have a HART®


filter installed. Contact the manufacturer of the controller or
DCS. See HART® Filter Required for Certain Controls System
Output Circuits.

130 | Baker Hughes. © 2020 Baker Hughes Company. All rights reserved.
Modem and Computer Use in Intrinsically Safe Circuits
Many HART® modems that are in use today are not approved for connections to
Intrinsically Safe control circuits. Most portable computers are NOT approved for use in
hazardous areas. Modems can be safely connected to the safe area side of barriers, and
isolators. Observe requirements for the HART® filter.

MACTek® Intrinsically Safe modem


The VIATOR RS232 HART® Interface [Eex ia] IIC complies with the Essential Health and
Safety Requirements relating to the design and construction of equipment and protective
systems intended for use in potentially explosive atmospheres. Requirements given in
Annex II of the Directive 94/9/EC (ATEX Directive) of the European Parliament and the
Council of 23 March 1994. Consult MACTek® Corporation, http://www.mactekcorp.com/
company.html for detailed requirements for safe use.

MACTek® Warning
"This product has not been tested by any certification agency such as Factory Mutual
with jurisdiction outside the European Union for intrinsic safety. The product can be used
outside the European Union (e.g. in the USA) on the sole authority of the buyer.
MACTek® makes no claims of suitability and offers no warranties regarding the use of
this product for connection of PCs to circuits extending into hazardous areas in countries
outside the European Union."

Do not connect a PC or HART® modem to an intrinsically safe circuit except on the safe
area side of a barrier. Do not operate a PC in a hazardous area without compliance with
local and plant regulations.

Use of Handheld Communicators In Intrinsically Safe Circuits

WARNING Ensure that any handheld communicator in use is approved


for use in hazardous areas that use explosion proof safety
practices. Do not use unapproved handheld communicators
unless the area has been declared safe (Hot Work Permit).

If a HART® communicator is approved to communicate with


intrinsically safe control circuits in hazardous areas. Read the
product manual before use and observe all warnings. The
intrinsic safety entity parameters must be added to the SVI II
AP entity parameters to determine suitability for use in any
intrinsically safe circuit. Observe the labels on the handheld
communicator or consult the manufacturer.

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9. Operation and Maintenance

Principle of Operation
The SVI II AP Electro Pneumatic Digital Valve Positioner receives an electrical position
setpoint signal from a controller or other device and compares the position setpoint input
signal to the valve position. The difference between the position setpoint and position
feedback is interpreted by the position control algorithm. This is used to compute a new
output pressure. This output pressure is amplified by a pneumatic relay that drives the
actuator. When the valve position agrees with the value called for by the position setpoint
input signal the system stabilizes with no further movement of the actuator.

Input Current
4 to 20 mA

Figure 48 Block Diagram with I/P Converter and Pressure Sensor

© 2020 Baker Hughes Company. All rights reserved. Masoneilan SVI II AP Installation and Maintenance Manual =| 133
Physical and Operational Description
The SVI II AP is housed in an industrial, tough, weatherproof, corrosion resistant
aluminum housing that has been designed for operation in hazardous areas as listed in
10 “Specifications and References” and 8 “HART® Communications with Intrinsic Safety”.
Electrical connections are made through two 1/2” NPT conduit entries. Pneumatic
connections are made through two or three ¼” NPT ports.

Electronics Module
The Electronics module consists of an electronic circuit encapsulated in a housing. The
electronics include a multiplexer, A/D, D/A, temperature sensor, Hall-Effect magnetic
position sensor, pressure sensors, a micro controller, and a power management/
distribution circuit. The programs controlling the SVI II AP digital valve positioner are
stored in a flash memory that allows for the downloading of upgraded firmware.

A separate non-volatile memory stores configuration information, and continuous


diagnostic results. Expansion capabilities include connectors for the addition of the
optional local display with pushbuttons. Using the internal programmed positioner
algorithm, the CPU computes the required output based on information received from the
measurement sensors. The base module has no user repairable components.

Magnetic Position Sensor

A non-contact sensor uses a magnetic field to transfer the position through the wall of the
housing, without penetration, to sense the valve position. A Hall effect device, sealed
within the electronics housing, senses the rotation of a magnetic assembly mounted on
the end of a rotary valve shaft or on a driven linkage mounted on a reciprocating valve.

The output of the Hall sensor provides the position feedback signal to the position control
algorithm. The magnetic assembly is environmentally sealed and is entirely external to
the electronics housing (See Figure 14 on page 45). The Hall effect sensor has a
maximum travel range of up to 140° rotation.

Position Retransmit

The position sensor also provides, through the electronics module, readout of valve
position on the optional display and communication of valve position via HART® protocol.

The position transmission option provides a 4 - 20 mA signal proportional to valve


position transmitted on a separate pair of leads. A pair of contacts can signal high and low
position limits.

The 4-20 retransmit is galvanically isolated from the 4-20 input on the main board.

134 | Baker Hughes. © 2020 Baker Hughes Company. All rights reserved.
Pressure Sensor

The pressure sensor located in the Electronics Module measures the output of the single
acting relay. The pressure measurement is displayed on the local display or read by a
HART® communication device.

Temperature Sensor

A temperature sensor is located in the electronics module and measures ambient


temperature. This measurement is used to provide temperature compensation for the
position and pressure sensors and other internal electronic components. The
temperature is read via the HART® communication link to provide a warning of excessive
ambient temperature at the positioner.

Output Switches
The SVI II AP supports two identical contact outputs, SW #1 and SW #2 (Digital Output
switches), that can be logically linked to status bits.

The switches are polarity sensitive and must be connected only to a DC circuit. The
switch (+) terminal must be electrically positive with respect to the (–) terminal. If the (+)
terminal is electrically negative with respect to the (–) terminal, then the switch will
conduct, regardless of switch state.

If the switch is connected directly across the power source, the current will be
limited only by the capacity of the power source and the switch can be damaged.

Without a load, when the switch is on (closed) the external voltage would be dropped
across the switch. This damages the switch (Figure 49).

Full
voltage
drop is + +
occurring SVI II AP External
across the Switch
NOT ALLOWED Voltage
switch (no Output Source
-
current
limit in -

Figure 49 Switch Installation Drawing without Load: Configuration Not Allowed

General Configuration Notes

This section discusses the necessary precautions when configuring a system.

© 2020 Baker Hughes Company. All rights reserved. Masoneilan SVI II AP Installation and Maintenance Manual =| 135
Switch OFF Switch ON

VSWITCH 30 VDC max.  1 V (Switch saturation volt-


age)

ISWITCH  0.200 mA (Switch leakage cur- 1 A max.


rent)

CAUTION Incorrect polarity connection results in an effectively closed


connection.

CAUTION Consult with qualified personnel to ensure that electrical


requirements for the switch are met.

The maximum voltage that can be applied to the digital switch outputs is 30 VDC. This is
an open circuit parameter (the digital switch is in the open state). Under open circuit
conditions, the switch current will be less than 0.200 mA.

The switch maximum current rating is 1 A. When the switch is ON, the typical switch
voltage is 1V.

When the switch is on (closed) the external voltage must be dropped across the load
(Figure 50).

CAUTION The load must be designed such that the current in the circuit
is
1 A at all times. Some 3rd party devices, such as
incandescent lamps or solenoids, require surge and back
EMF protection to prevent voltage spikes.

136 | Baker Hughes. © 2020 Baker Hughes Company. All rights reserved.
Inductive Load, Solenoid, Incandescent Lamp Configuration

Load is designed to limit current through the switch to < 1 A.

LOAD If the load is inductive (solenoid,


incandescent lamp, etc.), then
install a Freewheel or Flyback diode
+ to prevent switch damaging EMF
+
SVI II AP Switch Output:  External
1 V with switch ON Voltage
Source
-
-

Figure 50 Switch Installation Drawing: Correct Configuration with Load

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Distributed Control Systems Configurations

This section gives guidance for configuration in a DCS application. Figure 51 gives two
generalized drawings that cover DCS applications to ensure switch safety.

Wiring Option #1
Add resistor so load with
resistance ≥ 30 (including
wire resistance)

+ +
Power source can be
SVI part of DCS/PLS card.
Switch Power source
requirements: V  30 V.
-
-
Negative switch pole must be directly wired to negative pole of power

Wiring Option #2
Add resistance sized to
limit in-rush current < 50
mA.

+ +
Power source can be
SVI
part of DCS/PLS card.
Switch
Power source
Any load. Power source is not directly
requirements: V  30 V. -
- connected to the switch.
Load can be a circuit within DCS/PLS
card, between power source and
switch.

Figure 51 DCS Switches Wiring Options

Configuration Considerations

√ A typical value for 24 AWG cable about 0.025 Ohm/ft (see Wiring Option #1)).
√ If IS barrier is a combination of fuse, resistor and Zener diode then the connection
is shown in Option #2. The barrier must have adequate resistance to limit inrush
current, as the fuse cannot limit inrush current (see Wiring Option #2).

138 | Baker Hughes. © 2020 Baker Hughes Company. All rights reserved.
Switch Settings

The two digital output switches can be opened/closed in response to these conditions:

0. Always Normal Position - the switch remains in its default posi-


tion. The two digital output switches can be opened or closed in
response to detected conditions. The default configuration set-
ting is Always Normal Position, where normal is closed, which
means that the switch will not switch for any valve travel. To acti-
vate the switch at a given valve position, configure the switch
Position Low Limit or Position High Limit.
1. Failsafe - the switch is activated when the SVI II AP is in failsafe
mode.
2. Reset - the switch is activated whenever a reset has occurred
and the switch remains activated until the SVI II AP status is
cleared.
3. Position Error - the switch is activated whenever a position error
has occurred and is deactivated when the position recovers to
the correct position.
4. Tight Shutoff Active - the switch is activated whenever the device
is in tight shutoff (tight shutoff is on and the valve position is less
than the tight shutoff position). For ATO the SVI II AP, may not
close the valve completely, The Tight shut-off function must be
employed to ensure tight shut-off.
5. Position Low Limit - the switch is activated whenever the valve
position is less than the position setting of this switch control.

CAUTION If both Position Low Limit and Tight Shut Off are used, the
Position Low Limit must be above the Tight Shut Off.

6. Position Upper Limit - the switch is activated whenever the valve


position is greater than the position setting of this switch control.
CAUTION If both Position High Limit and Full Open Above are used, the
Position High Limit must be below the Full Open Above.

7. Manual Mode - the switch is activated whenever the SVI II AP is


in Manual mode.

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NOTE The contacts are OPEN when the SVI II AP is unpowered and
may be configured (via the DTM or DD) to be open or closed
when the flag is asserted after boot.

140 | Baker Hughes. © 2020 Baker Hughes Company. All rights reserved.
Pneumatic Module
The pneumatic module consists of an I/P and Relay assembly.

Current-to-Pressure Converter, I/P

The I/P converts a current signal to a pressure signal in the following manner. A fixed coil
creates a magnetic field proportional to the applied current. The field magnetically pulls a
flexure towards a nozzle to increase pressure on the flexure. The pressure on the flexure
increases in response to an increase in the coil current. Encapsulation of the coil
provides protection from the environment.

Single Acting Pneumatic Relay

SVI II AP

The single acting pneumatic relay amplifies the pressure from the I/P and increases
airflow as required for stable, responsive, actuator performance. The single acting relay
operates on any supply pressure that is at least 5 psi (.345 bar, 34.5 kPa) above the
required actuator pressure, up to 100 psi (6.9 bar, 690 kPa).

I/P Current to Pneumatic Converter

Relay
(Pneumatic Amplifier)

Vent
Figure 52 SVI II AP Pneumatic Module with Single Acting Relay

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SVI II AP High Flow

The single acting pneumatic relay amplifies the pressure from the I/P and increases
airflow as required for stable, responsive, actuator performance. The single acting relay
operates on any supply pressure that is at least 5 psi (.345 bar, 34.5 kPa) above the
required actuator pressure, up to 100 psi (6.9 bar, 690 kPa).

I/P Current to Pneumatic Converter

Relay
Vent (Pneumatic Amplifier)

Figure 53 SVI II AP High Flow Pneumatic Module with Single Acting Relay

142 | Baker Hughes. © 2020 Baker Hughes Company. All rights reserved.
Double Acting Pneumatic Relay

The double acting pneumatic relay amplifies the pressure from the I/P and provides a pair
of high flow output signals for operating a double acting cylinder actuator. The double
acting relay operates on any supply pressure that is at least 5 psi (.345 bar, 34.5 kPa)
above the required actuator pressure, up to 150 psi (10.35 bar, 1035 kPa). The two
output pressures may be balanced by means of an adjustable seat assembly. The
average of the two pressures is adjusted to equal 70% of the supply pressure. The
double acting relay is rated for supply pressure to 150 psi (10.35 bar, 1035 kPa).

I/P Current to Pneumatic Converter

Output 2 Gauge

Double Acting
Relay

Vent
Output 1 Gauge

Supply Gauge

Supply Inlet
Output 1 "Act 1"
Output 2 " Act 2"

Figure 54 Double Acting Pneumatic Relay

Double Acting Supply Pressure Balance

After installation on the actuator, set supply pressure in accordance with actuator
specifications. Do not exceed the maximum pressure rating of the actuator. The double
acting relay is adjusted at the factory and set to 70% of supply pressure. If adjustment is
required consult the factory.

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SVI II AP D/A Bleed Slots
This section shows the bleed slots where you would normally expect to see exhaust from
the unit. The slots are red boxed on the routing plate in Figure 55 with the relay, I/P, and
all other parts removed. Figure 56 relates the red box callouts in Figure 55 to a complete
unit.

Figure 55 Bleed Slots On Air Routing Plate

144 | Baker Hughes. © 2020 Baker Hughes Company. All rights reserved.
Figure 56 Bleed Slots on Complete Unit

Optional Display and Pushbuttons


The optional display and buttons are mounted on the SVI II AP cover plate. The three
pushbutton switches operating in conjunction with the display permit reading and
modification of the instrument operating parameters without a PC or HART® hand-held
communicator. These switches perform generic functions - Increase, Decrease, and
Accept by movement through a conventional menu structure, see “Using the Digital
Interfaces” on page 69. The switches are operated in a hazardous environment without
compromising the flameproof enclosure.

SVI II AP Maintenance and Repair


The SVI II AP was designed based on a modular concept. All components are
interchangeable allowing for easy, quick component swapping.

The only maintenance procedures recommended for the SVI II AP are:

√ Remove and install the cover, for upgrade to display


√ Remove and install the I⁄P module
√ Remove and install the Pneumatic Relay

WARNING Do not remove the instrument cover or connect to an


electrical circuit in a Hazardous Area unless the power is
disconnected.

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Repair
Replacement of the Pneumatic Relay, I/P and cover (with or without display) are the only
field repairs permitted.

Only qualified service personnel are permitted to make repairs.

Only parts supplied by the factory are permitted. This includes not only the major
assemblies but also mounting screws and O-rings. No substitutions with non-Masoneilan
parts are permitted.

Tools Needed
√ 5 mm hex key
√ 3 mm hex key

Display Cover Removal and Installation


The display cover (shown in Figure 57) is provided as an option for the SVI II AP. If you
have an SVI II AP with a solid cover and would like to replace the solid cover with a
display cover follow the instructions below for removal and installation.

Removing the SVI II AP Display Cover

To remove the SVI II AP display cover:

1. Using a 5 mm Hex key unscrew the four screws around the perimeter of the SVI II AP
cover.
2. Lift the cover off the positioner.

Display
Cover

Pneumatic
Cover

Figure 57 SVI II AP Display and Pneumatic Covers

146 | Baker Hughes. © 2020 Baker Hughes Company. All rights reserved.
Installing the SVI II AP Display Cover

NOTE After replacing the SVI II AP Display Cover you must power
up the unit (see “Powering Up the SVI II AP” on page 66 of
this guide).

The replacement display cover is shipped with a lanyard to prevent the cable (that
connects from the display to the Terminal Board) from breaking. The lanyard must be
inserted under the screw in the lower left corner, that attaches the terminal board to the
SVI II AP housing.

To install the cover:

1. Install the lanyard and tighten the screw to 5 in-lbs (.565 N-m).
2. Using the 3mm hex key, remove the screw from the lower left corner, connecting the
terminal board to the SVI II AP housing.
3. Connect the cable from the display into the LCD connector on the terminal board.
4. Ensure that the gasket is in its groove in the housing.
5. Place the cover over the screw mounts.
6. Tighten the four screws with the 5 mm hex key.
7. After installing the new display power up the unit (refer to “Powering Up the SVI II AP”
on page 66).

NOTE The cover of the SVI II AP is a critical component for safety in


Hazardous Areas. To ensure safe operation the flat surfaces
of the cover and the housing must be clean and absolutely
free of particles or dents. There must be no gap between the
housing and cover; torque spec is 50 in-lbs (5.65 N-m).

Ensure that:

√ The gasket is seated in the groove in the housing flange.


√ No wires or retaining cable can be trapped under the cover flange.
√ The flange area is not corroded and the surface is not scarred.
√ The four cover bolts are securely tightened to 50 in-lbs (5.65 N-m).

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I⁄P Module Removal and Installation
Prior to removing the pneumatic components it is necessary to remove the electronics
module cover (see “Removing the SVI II AP Display Cover” on page 146) and the
pneumatic cover first.

Do not remove the I/P module in a hazardous area unless the power is disconnected.
Application of more than 1.6 mA to the I/P motor can permanently damage it.

The I/P is rigidly assembled to a wire way sleeve that is a critical component for explosion
proof service. Use care to slide the sleeve from the pneumatic module without applying a
strain to it.

Pneumatic Cover Removal: AP and High Flow

To remove the AP pneumatic cover:

1. Using a 3 mm hex key, remove the six screws from around the perimeter of the cover.
2. Lift the cover off and put aside for re-installation.

To remove the AP High Flow pneumatic cover:

1. Using a 3 mm hex key, remove the four screws from around the perimeter of the cover
(Figure 58 or Figure 59).

Figure 58 Pneumatic Cover Screws: High Flow

148 | Baker Hughes. © 2020 Baker Hughes Company. All rights reserved.
Figure 59 Pneumatic Cover Screws: AP (Four Shown)

2. Lift the cover off and put aside for installation.

I/P Module Removal

To remove I⁄P module:

1. Disconnect the I/P wire from the terminal board.


2. Using a 3 mm hex key, remove the four screws from around the perimeter of the I⁄P
module.

Figure 60 SVI II AP High Flow Pneumatic Module with Single Acting Relay

3. Lift the module off the positioner.

© 2020 Baker Hughes Company. All rights reserved. Masoneilan SVI II AP Installation and Maintenance Manual =| 149
I/P Module Installation

To install I⁄P module:

1. Place the module in the designated area on the positioner.


2. Using a 3 mm hex key, install the four screws around the perimeter of the I⁄P module.
3. Replace the I/P wire connector on the terminal board.
4. Replace the Display Cover (see “Installing the SVI II AP Display Cover” on page 147).

Ensure that:

√ The wire is not damaged when feeding it through the housing.


√ A single O-ring is in place on the wire-sleeve and is not damaged.
√ The four retaining screws are tight and torque to 15 in-lb (1.7 N-m).
√ Inserting the wire sleeve through the housing does not require force.

Pneumatic Cover Installation

To install the pneumatic cover:

1. Place the cover over the pneumatic module.


2. Using a 3 mm hex key, install the six screws around the perimeter of the cover and
torque to 8 in-lb (.9 N-m).

Relay Removal and Installation


To remove the pneumatic relay:

1. Using a 3 mm hex key, remove the three screws from around the perimeter of the
relay.
2. Lift the relay off the positioner.

Relay Installation
1. Place the relay in the designated area on the positioner.
2. Using a 3 mm hex key, install the three screws around the perimeter of the relay.

Ensure that:

1. The five O-rings are seated in the base of the relay and are not damaged.
2. The three mounting screws are tight and torque to 15 in-lb (1.7 N-m).

NOTE When you have completed maintenance on the pneumatic


relay it is necessary to reinstall the pneumatic cover. Refer to
on “Pneumatic Cover Installation” on page 150.

150 | Baker Hughes. © 2020 Baker Hughes Company. All rights reserved.
Adjusting I/P Zero
The I/P Zero is calibrated at the factory prior to shipment. If there is a problem with I/P
Zero please contact your representative.

Connecting Components to the Electronics Module


If it is necessary to remove and install any SVI II AP component you may need to
reconnect the component to the SVI II AP Electronics Module via the SVI II AP Terminal
Board. Refer to “Making Connections to the Terminal Board” on page 65 of this manual
for instructions.

Repair by Replacement
Using ValVue and repair-by-replacement is the fastest method to service an SVI II AP.
See the ValVue instruction manual for details regarding uploading and downloading
configuration files. Upload all configuration information from the installed positioner to
ValVue, then install the replacement positioner and download the configuration file into
the replacement unit. Run STOPS, and Autotune, and the repair is complete. The
positioner that was removed can be refurbished and reused.

NOTE Substitution of components can void safety approvals.

© 2020 Baker Hughes Company. All rights reserved. Masoneilan SVI II AP Installation and Maintenance Manual =| 151
Internal Diagnostics
The SVI II AP performs internal self-diagnostics and hardware checks. When ValVue or
HART® Handheld or the local display indicates that there are error messages write them
down for troubleshooting.

FAILSAFE Mode
Several of the internal diagnostics tests puts the SVI II AP into FAILSAFE mode if the
errors continue for a preset time. When the SVI II AP goes into FAILSAFE, the valve is
driven to its Failsafe position. It remains in that position until a technician clears the cause
of the error and resets the instrument. Reset is performed in two ways:

√ Connect a HART® modem and ValVue, and then click the RESET button.
or
√ Turn the power off and on.

To prevent the valve from moving after reset, put the controller in manual, and set the
valve position setpoint to the failsafe position 0% if ATO, 100% if ATC. You can set a
special case of FAILSAFE. You can set a Position Error Band and a Position Error Time 2
that forces the valve to its failsafe position if the position error exceeds the band for a time
longer than time 2. This can be used on critical loops to force the process to trip if the
positioner is unable to control the valve.

152 | Baker Hughes. © 2020 Baker Hughes Company. All rights reserved.
Upgrading Firmware
The SVI II AP is equipped with a nonvolatile re-writable Flash Memory for program
storage. The firmware can be updated as improvements and advances are made in the
embedded programs that operate the SVI II AP. Firmware improvements for the SVI II AP
can be obtained by contacting the factory.

Figure 61 shows the label on the bottom of the unit with the firmware revision (red box).

Figure 61 Body Sticker

Firmware versions can be viewed using the:

√ SVI II AP DTM on the Device Info tab. The firmware revision is: Hardware Rev.
Trans Cmd Rev.Software Rev.
√ Handheld by selecting Online > Device Setup > Configuration > Device Info.

Certain firmware versions allow the device to operate in multiple HART® versions as
follows:

√ Firmware 3.2.3/4.1.1 – HART® 5 (3.2.3) and HART® 6 (4.1.1) capable


√ Firmware 3.2.5/5.1.1 – HART® 5 (3.2.5) and HART® 7 (5.1.1) capable
√ Firmware 3.2.7/5.1.3 – HART® 5 (3.2.7) and HART® 7 (5.1.3) capable
√ Firmware 3.2.8/5.1.4 - HART® 5 (3.2.8) and HART® 7 (5.1.4) capable

Tools Required
√ HART ®modem
√ PC/laptop with Windows® 7 or later, 4 GB RAM
√ SMARTs Assistant Ver. 3.x

© 2020 Baker Hughes Company. All rights reserved. Masoneilan SVI II AP Installation and Maintenance Manual =| 153
Installing Firmware Upgrade
It is recommended that the configuration is uploaded and saved prior to the installation
procedure. Follow the ValVue instructions to save the old configuration. Follow the
detailed instructions included with the software update using SMARTs Assistant.

When maintenance is complete reinstall the positioner and perform the checkout
procedure detailed in “Installation and Set Up” on page 31. Consult the factory for
firmware upgrade services. ValVue is the recommended tool for complete
re-configuration. See “Configuration and Calibration Using Pushbuttons” on page 93.

154 | Baker Hughes. © 2020 Baker Hughes Company. All rights reserved.
Preparing to Contact Customer Support or Product Return
Fill out the two page form below before contacting support or before return shipment.

BDNHU+XJKHV
Masoneilan Products

Digital Products
Material Return Authorization
Phone Number +1 888-784-5463
Technical Support Email Address svisupport@bDNHUKXJKHV.com

Complete the following Material Return Authorization Questionnaire.


MRA Guidelines Email the form to the SVI Help Desk Representative for an MRA Number.
Decontaminate the unit and provide an MSDS (Material Safety Data Sheet).

FIRT #:_____________ / MRA #:__________________


Warranty Claimed YES NO

1 Date: Authorized By: Original Sales Order:


2 Plant of Origin Jacksonville Deer Park Other
Other:_________ FVP SVI II AP
3 Product
SVi1000 SVI II ESD SVI FF
4 Part Number: Serial Number:
5 With Display Remotely Mounted
6 Dates in Service: Date of Field Issue:
Masoneilan
7 Actuator Model Size
Other ___________
8 Spring Range: Air Supply - Pressure / Dew point: /
Sales Representative Information End User Information
Sales Rep. Name Company Name

9 Address Address

Contact Contact
Phone Phone
Field Issues
Troubleshooting Guide Complete Find Stops Failed
No Communication Go to page 2: Auto Tune Failed & Manual Tuning Failed

10 No Communication using a Handheld Unstable Output (Cycling)


No Pneumatic Output Output Saturated to Supply
SVI Display Functional Unit in Failsafe Mode

Erratic Valve Positioning Failsafe Fault __________________________________

11 Additional Information:

Warranty Authorized By: Estimated Warranty Cost:


12
Authorized By: Date:

© 2020 Baker Hughes Company. All rights reserved. Masoneilan SVI II AP Installation and Maintenance Manual =| 155
BDNHU+XJKHV
Masoneilan Products

Details of Field Issue: No Communication

Did not communicate with what?


Handheld
PC running software? What software
DCS running what software? DCS type: _________________ Software: _________________
Please send picture of wiring used for communication

FF details:
SVFI FF bus address in physical SVI FF: __________ Bus Address for SVI FF in DTM or DCS:____________

For Handheld, what type handheld? What is DD version in handheld: ___________

Was SVI sold on a new control valve built at GE factory? [ ] Yes [ ] No. If Yes:
Name of factory: __________________
Valve ship date:_________
Valve serial number: _______________ Valve Tag Number: _______________
Sales Order for control valve:_________
Please provide spec sheet for control valve
End user Information on page 1:

Was positioner shipped from GE un-mounted: [ ] Yes Name of GE location that shipped positioner:______________

Did rep mount positioner on control valve and ship control valve with SVI II AP? Provide control valve details as well as date of first use
for SVI II AP. SVI II AP date of first use is date when selected from rep stock and mounted on control valve at rep.
Also provide date when control valve was put into service by customer.
This page intentionally left blank.
Include:
x Positioner configuration report from ValVue software.
x ValVue 2-way 25% step test diagnostic report.
x Installation ambient min/max temperatures when field issue occurred.
x Photographs of installation (show entire control valve).
x ValSpeQ file for new control valve or ValKeep record for repaired valve.

If SVI is standard diagnostic version, also run manual step test and fill out below “Tested Positioner” table:
10. Specifications and References

Physical and Operational Specifications


This section provides the physical and operational specifications for the SVI II AP.
Specifications are subject to change without notice

Table 19 Environmental Specifications

Operating Temperature Limits -58° F to 185° F (-50° C to 85° C)

Storage Temperature Limits -58° F to 200° F (-50° C to 93° C)

Temperature Effect < 0.005% /° F typical; -40° F to 180° F (< 0.01% /° C typical; -40° C to 82° C)

Supply Pressure Effect 0.05% per psi unit (.73% per bar unit)

Relative Humidity 10 to 90% non-condensing

Humidity Effect Less than 0.2% after 2 days at 104° F (40° C), 95% relative humidity.

Insulation Resistance Greater than 10 G Ohms at 50% RH.

MTBF 49 years based on MIL handbook calculation for electronic parts and field data on
mechanical parts

Electromagnetic Compatibility Electrostatic discharge — No effect with contact discharge level of 4 kV and air
Electrostatic discharge level of 8 kV (IEC 1000-4-2)
Radio frequency interference — Less than 0.2% at 10 V per meter (EN 50140)

Fast Transient Burst No effect at 2 kV (Coupling clamp IEC 1000-4-4).

Vibration Influence 4 mm at 5 - 15 Hz - Negligible


Measured at SVI II AP Housing 2 G at 15 - 150 Hz Less than 2 % of span
1 G at 150 - 2000 Hz - Less than 2% of span

Magnetic Field Influence Negligible at 30 A/m (EN61000-4-8)


CE MARK certified to EN50081-2 and EN50082-2

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Table 20 Operational Specifications

Accuracy +/- 0.5% (typical +/-0. 10% or less) Full Span

Hysteresis and Deadband +/- 0.3% Full Span

Repeatability +/- 0.3% Full Span

Conformity +/- 0.5% Full Span

Start-Up Drift Less than 0.02% in first hour

Long Term Drift Less than 0.003% per month

Position Travel Limits Rotary: 18 - 140°


Reciprocating: 0.25” - 2.5“ (6 mm - 64 mm)
Note: Above 2.5” (64 mm) consult factory for mounting
instructions.

Flow Characteristics Linear


Applied in addition to the control valve’s inherent Equal Percentage (of 50:1 or 30:1)
characteristic. Camflex
Quick Opening (inverse of 50:1 equal percentage)
User Configurable
Tight Shut Off (0 -20% of input)

Auto Tune Proportional gain: 0 to 5, displayed as 0 to 5000


SVI II AP performs automatic determination of the Integral time: 0 to 100 seconds - displayed as 0 to 1000 (1/
optimal valve positioner control parameters. In 10s)
addition to P, I, D, the position algorithm uses Derivative time: 0 to 200 milliseconds
damping, symmetry for exhaust and fill time con- Dead Zone: 0 to +/-5% (0 to 10% deadband)
stants, dead zone and magnitude characterization
Padj: +/- 3000 (depends on P)
parameters. Auto Tune is optimized for 5% step
changes with negligible overshoot. After the Auto Beta (non-linear gain factor: -9 to +9
Tune process is completed, you can further adjust Stroking Time: 0 to 250 seconds
the positioner tuning parameters to more conserva- Position compensation coefficient: 1 to 20
tive or to more responsive values. Boost: 0 to 20

Full open position adjustment 60 to 100% of actual stop

Start Up Time (from no power) Less than 200 ms


®
Minimum current to maintain HART 3.0 mA
® ®
HART Command #3 Mapping HART 4-20 mA input signal
PV = Valve Position, 0-100%
SV = Actuator Pressure (P1-P2) (N/A for standard diagnos-
tic version; units sends zero)
TV = Supply Pressure
QV = P2 for double acting units (N/A for standard diagnostic
version; units sends zero)

158 | Baker Hughes. © 2020 Baker Hughes Company. All rights reserved.
Table 21 Input Signal, Power, and Display Specifications

Power Supply Loop powered from 4 - 20 mA control signal

Valve Setpoint 4 - 20 mA. 450 Ohms input resistance

Compliance Voltage Rating 9.0 V at 20 mA, 11.0 V at 4.0 mA

Minimum Current Signal to Start Up 3.2 mA

Impedance Range Low: 450 Ohms; High: 2750 0hms

Minimum Input Span for Split Range Operation 5 mA

Upper Range Value for Split Range Operation Between 8 and 20 mA

Lower Range Value for Split Range Operation Between 4 and 14 mA

Wire Size 14/28 AWG

Strip Length 0.22 in / 6 mm

Digital Communication HART


® Communication protocol revision 5, 6 or 7

Local Display Liquid Crystal (optional) LCD, explosion proof, two lines of nine alphanumeric charac-
ters.
Display becomes unreadable between 0 °C and -10 °C.
Display is shutdown at -15 °C.

Push Buttons External, Three Explosion Proof / Flameproof push buttons.

Table 22 Construction Material Specifications

Housing and Cover Aluminum ASTM B85 SG100A standard


Stainless Steel optional

Weight Standard Flow Model:


√ Aluminum - 7.4 lbs./ 3.3 kg
√ Stainless Steel - 16 lbs/ 7.3 kg
High Flow Model:
√ With Display: 9.4 lbs./ 4.2 kg
√ Without Display: 8.9 lbs./ 4.0 kg

Relay and Manifold Standard Flow Model:


√ Single Acting - PPS, 300 Series Stainless Steel, nitrile diaphragms
√ Double Acting - 300 Series Stainless Steel, Ryton; Aluminum 6061 T6, Ryton
High Flow Model:
√ 300 Series Stainless Steel, Ryton; Aluminum 6061 T6, Ryton

I/P Motor 430 stainless steel, PPS, 300 series stainless steel

Mounting Bracket 300 series stainless steel

Magnet Holder Corrosion Protected Anodized Aluminum 6061 T6

Pole Ring 416 stainless steel

© 2020 Baker Hughes Company. All rights reserved. Masoneilan SVI II AP Installation and Maintenance Manual =| 159
Table 22 Construction Material Specifications (Continued)

Levers 300 Series stainless steel

Table 23 System Connectivity


®
HART Physical Device Type Actuator Device Type:
® ® ®
Rev 1: HART 5: CA (202); HART 6: 65CE (206), HART 7: 65EE (238)
®
Rev 2: HART 5: CA (202)

DD Registered with Field Comm


® ®
Yes, available through Field Comm Group
Group
®
Integration with HART Host software ValVue AMS SNAP-ON application available, plug-in application for
® ® ®
Yokagawa PRM, ValVue for Honeywell FDM , Device type Manager
(DTM) for FDT Host

Diagnostics Options include: Valve signature, positioner signature, extended actuator


signature, friction, stroking speed, step response, cumulative travel, cumu-
lative cycles, and time of operation in near-closed position. Some diagnos-
tics require pressure sensor and ValVue software. See“Model and
Features Comparison” on page 26.

Table 24 Pneumatics Single Acting Standard Flow

Air Supply Dry, oil-free, 5 micron filtered air (See ISA S7.3)

Action Direct Acting

Supply Pressure 20 -100 psi max. (1.4 - 6.9 bar)


Regulate 5 - 10 psi (.345 bar - .69 bar) above actuator spring range.
Do not exceed actuator rating.

Air Delivery - Single Acting Relay 10.0 scf/min. (283 L/min.) at 30 psi (2.1 bar) supply
16.6 scf/min. (470 L/min.) at 60 psi (4.2 bar) supply
23.3 scf/min. (660 L/min.) at 90 psi (6.2 bar) supply

Air Capacity Loading Cv = 0.57


(flow coefficient) Venting Cv = 0.53

Air Consumption 0.2 scf/min. (5.7 L/min.) at 30 psi (2.1 bar) supply
0.26 scf/min. (7.4 L/min.) at 45 psi (3.1bar) supply

Air Supply Failure Single Acting Relay


On supply failure the actuator output drops. Some overshoot may
occur when air pressure returns after a period without air supply
pressure. Always set control set point to 0%, and put the process
control system in manual, for smooth recovery from air supply fail-
ure.

Loss of Input Signal Output drops to low pressure.

Output Pressure 0-150 psi (10.3 bar) max

160 | Baker Hughes. © 2020 Baker Hughes Company. All rights reserved.
Table 24 Pneumatics Single Acting Standard Flow (Continued)

Air Supply Dry, oil-free, 5 micron filtered air (See ISA S7.3)

Sweet Natural Gas H2S content not more than 20 ppm

Table 25 High Flow Pneumatics Single Acting High Flow

Air Supply Dry, oil-free, 5 micron filtered air (See ISA S7.3)

Action Direct Acting

Supply Pressure 20 -100 psi max. (1.4 - 6.9 bar)


Regulate 5 - 10 psi (.345 bar - .69 bar) above actuator spring range.
Do not exceed actuator rating.

Air Delivery - Single Acting Relay 39.0 scf/min. (1100 L/min.) at 30 psi (2.1 bar) supply
70.6 scf/min. (2000 L/min.) at 60 psi (4.2 bar) supply
102.0 scf/min. (2900 L/min.) at 90 psi (6.2 bar) supply

Air Capacity (flow coefficient) Loading Cv = 2.2


Venting Cv = 2.8

Air Consumption 0.28 scf/min. (8.0 L/min.) at 30 psi (2.1 bar) supply
0.35 scf/min. (10 L/min.) at 45 psi (3.1bar) supply

Air Supply Failure Single Acting Relay


On supply failure the actuator output drops. Some overshoot may
occur when air pressure returns after a period without air supply
pressure. Always set control set point to 0%, and put the process
control system in manual, for smooth recovery from air supply fail-
ure.

Loss of Input Signal Output drops to low pressure.

Output Pressure 0-150 psi (10.3 bar) max

Sweet Natural Gas H2S content not more than 20 ppm

Table 26 Pneumatics Double Acting Standard Flow

Air Supply Dry, oil-free, 5 micron filtered air see ISA S7.3

Action Output 1 increases with increasing


Output 2 decreases with increasing

Supply Pressure for 25 - 150 psi max. (1.73 to 10.3 bar)


Double Acting Do not exceed actuator rating.

Air Delivery for 7.2 scf/min. (203 L/min.) at 30 psi (2.1 bar) supply
Double Acting 12.8 scf/min. (362 L/min.) at 60 psi (4.2 bar) supply
18.3 scf/min. (518 L/min.) at 90 psi (6.3 bar) supply
23.8 scf/min. (674 L/min.) at 120 psi (8.4 bar) supply

© 2020 Baker Hughes Company. All rights reserved. Masoneilan SVI II AP Installation and Maintenance Manual =| 161
Table 26 Pneumatics Double Acting Standard Flow (Continued)

Air Supply Dry, oil-free, 5 micron filtered air see ISA S7.3

Air Capacity Loading Cv = 0.39


(flow coefficient) Venting Cv = 0.33

Air Consumption for 0.4 scf/min. (11.3 L/min.) at 30 psi (2.1 bar) supply
Double Acting 0.85 scf/min. (22.6 L/min.) at 80 psi (5.52 bar) supply

Air Supply Failure Positioner cannot control the failure position of an actuator without a spring. The actuator
can, under different conditions, fail in place, fail open, or fail close. In cases where the
valve must fail to a required position additional control equipment is required.
Some overshoot can occur when air pressure returns after a period without air supply
pressure. Always set control set point to 0%, and put the process control system in man-
ual, for smooth recovery from air supply failure.

Loss of Input Signal Output 1 drops to low pressure.


Output 2 rises to supply pressure.

Sweet Natural Gas H2S content not more than 20 ppm.

Table 27 HART® Device Information

Item Definition1

Model Name SVI2 AP

Device Type Code 238 or 0xEE (firmware 5.x.x)


206 or 0xCE (firmware 4.1.1)
202 or 0xCA (firmware 3.x.x and below)

Device Revision 1 if firmware 5.1.x, 4.1.1, or 3.1.x


2 if firmware 3.2.x
® Protocol Revision
HART Firmware 3.2.8/5.1.4 (HART® 5 /HART® 7 switchable)
Firmware 3.2.7/5.1.3 (HART® 5 /HART® 7 switchable)
® ®
Firmware 3.2.5/5.1.1 (HART 5/HART 7 switchable)
® ®
Firmware 3.2.3/4.1.1 (HART 5/HART 6 switchable)
®
Firmware 3.2.1, 3.1.2, 3.1.1 (HART 5)
®
Number of Device Variables 20 (in HART 7 for firmware 5.x.x
®
15 (in HART 6 for firmware 4.x.x

Physical Layers Supported FSK

Physical Device Category Digital Advanced Valve Positioner,


Non-DC-isolated Bus Device

1
Devices carrying firmware 3.2.8/5.1.4 can switch between HART® versions to operate
the device in HART® 5 or HART® 7. Similarly, firmware 3.2.3/4.1.1 can operate in HART®
5 (3.2.3) or HART® 6 (4.1.1).

162 | Baker Hughes. © 2020 Baker Hughes Company. All rights reserved.
Table 28 variables are returned from HART® command 9.

Table 28 Device Variables

Variable Variable Name Description Unit Availability


Code by Firmware
Revision

Position Valve position Percent Available for both


firmware 4.1.1 (in
0 HART® 6) and
5.1.X
(in HART® 7);

P1-P2 Actuator pressure (if single acting) psi


1 "
Differential pressure (if double acting)

2 Supply Pressure Supply pressure psi "

3 P2 Pressure on port 2 (for double-acting) psi "

4 Setpoint Valve setpoint Percent "

5 Signal Analog Input current signal mA "

SW1 Switch 1 (DO1) Percent (0% =


6 "
off, 100% = on)

SW2 Switch 2 (DO2) Percent (0% =


7 "
off, 100% = on)

DI Digital Input Percent (0% =


8 "
off, 100% = on)

9 Temperature Board temperature Celsius "

10 Reserved Reserved Reserved "

11 Raw Position Raw valve position Counts "

Strokes Total valve travel odometer Counts


(An accumulated value of 100% travel = 1
12 "
stroke. The travel does not need to occur in
one movement.)

13 Cycles Number of direction reversals in valve travel Counts "

Position Position retransmit via Analog Output Counts


14 "
Retransmit

I/P Current Current to pressure transducer current mA Available for firm-


15 ware 5.1.X (in
HART® 7 only).

16 Friction Static valve friction psi "

© 2020 Baker Hughes Company. All rights reserved. Masoneilan SVI II AP Installation and Maintenance Manual =| 163
Table 28 Device Variables (Continued)

Variable Variable Name Description Unit Availability


Code by Firmware
Revision

Position Error Allowed position deviation range from set- Percent


Band point; position deviation range from setpoint
17 "
greater than this value results in position
error.

Open Stop Upper limit for valve travel Percent


18 "
Adjustment

Percent of Analog Input current signal in percentage Percent


19 "
Range

164 | Baker Hughes. © 2020 Baker Hughes Company. All rights reserved.
Series Identification SVI2 AP-abcdefgh
a Style 2, 3
2. SD Version - Standard Diagnostics
3. AD Version - Advanced Diagnostics

b Pneumatic Train 1, 2
1. Single Acting
2. Double Acting

c Pneumatics
1. Standard flow
2. High Flow

d Display 1, 2, 3, 4
1. No Display or Pushbuttons
2. With Display and Pushbuttons
3. No Display or Pushbuttons, Marine
4. With Display and Pushbuttons, Marine

e Hardware Version 3
3.

f Communications 1
®
1. 4 to 20 mA - HART Communications

g Option Board 1, 2
1. None
2. Position Retransmit
and Limit Switches

h Agency Approvals 1, 4
1. ATEX/FM/CSA/Intrinsic Safety and Exprf
4. ATEX (IS, NI)

Approved Configuration Codes

SVI2 - 2 1 1 1 3 1 1 1
3 2 2 2 2 4
3
4

Figure 62 SVI2 AP Model Numbering

© 2020 Baker Hughes Company. All rights reserved. Masoneilan SVI II AP Installation and Maintenance Manual =| 165
Spare Parts

166 | Baker Hughes. © 2020 Baker Hughes Company. All rights reserved.
© 2020 Baker Hughes Company. All rights reserved. Masoneilan SVI II AP Installation and Maintenance Manual =| 167
168 | Baker Hughes. © 2020 Baker Hughes Company. All rights reserved.
Relay Spare Part Kit, Standard Construction, High
Flow,
Single Acting SVI2 AP-2
720014541-999-0000

Item Part Number Description Quantity


No.

1 720017771-265-0000 SCR HEX SHCS M4 X 0.7 X 60 5


MICROSPHERES 593 PATCH

2 971886015-681-0000 O-RING ID 9.19 [0.362] WIDTH 3


2.62 [0.103] REF NO 2-110

971886124-681-0000 O-RING ID 29.87 [1.176]


3 WIDTH 1.78 [0.0703] REF NO 1
2-025

720020224-681-0000 O-RING ID 9.137.82 [1.498]


4 WIDTH 1.78 [0.0703] REF NO 1
2-029

5 720014540-779-0000 Instructions 1

6 720009638 999 0000 RELAY SA HCR 1

© 2020 Baker Hughes Company. All rights reserved. Masoneilan SVI II AP Installation and Maintenance Manual =| 169
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11. Air to Open and Air to Close Actuators

Actuator Action
It is important to correctly assign the sign + or - of each control variable throughout a control
system. Even the control valve subsystem can be complex. Figure 63 and Figure 64 show
the action of air to open, ATO, and air to close, ATC, valves when used with SVI II AP. The
figures show a direct acting positioner with linear and percentage characteristics. Some
hysteresis is shown for the actuator pressure signal that is caused by friction in typical
actuators. The scales are chosen to emphasize the relationships between input current and
actuator pressure, so that the failsafe valve position is shown at the lower left of each graph.
Note that for an ATC valve, 4 mA represents 100% valve travel not the expected 0%. The
controller and other human machine interfaces must correctly show that the valve is open
100% at 4 mA and closed 0% at 20 mA. The graph shows the valve movement and actuator
pressure when the Tight Shut-off, T.S., option is set at about 5%, in this example. The valve
movement and actuator pressure are also shown at the low current lift-off point at about 3.6
mA, below which the positioner is initializing its settings until power is stabilized.

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Figure 63 ATO and ATC Action with Linear Positioner Characteristics

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Figure 64 ATO and ATC Action in Percentage of Positioner Characteristics

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12. Installing an SVI II AP in a Natural Gas Environment

The interior of the SVI II AP is positively pressured with the supply medium.
Appropriate safety measures must be taken to handle pressurized natural gas that
may enter the electrical conduit or cable system.

WARNING: EXPLOSION HAZARD- A missing or improperly installed conduit


seal, cable seal or cable gland could leak natural gas into the area around the
SVI II AP install area or into any area where the conduit is present.

Ensure natural gas that is vented from the SVI II AP dissipates quickly. The
pneumatic control system constantly bleeds a small amount of the natural gas into
the area around the SVII I AP from the positive pressure vent(s) (see images for
bleed vent locations). Also, during an actuator vent cycle (actuator pressure relief),
natural gas from the actuator is released into the area around the actuator vent port
(see images for actuator vent locations) unless the unit is connected to remote vent
gas piping (see “Remote Gas Piping”). Both sources of natural gas (positive
pressure bleeding and actuator venting) must be considered when evaluating the
Hazardous Classification for the area.

WARNING: EXPLOSION HAZARD - Positive pressure venting and actuator


venting leak natural gas into the SVI II AP install area.

Do not attempt to collect the gas from the positive pressure bleed vent. Attempting to
collect the gas from the positive pressure bleed vent may increase the internal
pressure, which could affect performance and compromise the flameproof/explosion
proof protection.

Ensure all covers and other pressure containing components are correctly installed
before putting or returning unit to service.

WARNING: EXPLOSION HAZARD- An improperly installed cover or pressure


containing component could leak natural gas into the SVI II AP install area.

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Approximately 0.2 ft3/min @ 30 psi (6 sLp/min) of natural gas exhausts from the I/P and is vented. For indoor applications, take
this into consideration and provide circulation and venting.
The exhaust points are shown below using red arrows ( ):
Double Acting
Single Acting

High Flow

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Remote Actuator Vent Gas Connection
Remote Gas Piping
Remote vent gas piping must be free flowing to minimize pressure buildup during
actuator venting. Pressure buildup inside the vent gas piping can affect performance of
the control valve actuation. (Excessive pressure buildup can significantly affect the
performance).

Pressure buildup inside the vent gas piping can be minimized by keeping the overall vent
gas piping length as short as possible while limiting the number of fittings, elbows, and
short radius turns. Keep the vent gas piping diameter large with a minimum (tubing)
diameter of 12.7 mm (1/2”) for SVI II AP Single Acting and Double Acting or 19 mm (3/4”)
for SVI II AP High Flow.

In addition to remote vent gas piping, ensure that all components and covers are
correctly installed.

Single and Double Acting Installation


Tools required:

√ 9/16 and 1" wrenches √ M3 and M5 Hex Key

Use an M3 hex key to remove the exhaust


cover.

Figure 65 Step 1 Remove the Exhaust Cover

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Single Acting Double Acting
Use a 9/16 wrench to install a 1/2" X 1/4" fitting into the exhaust port.

Figure 66 Step 2 Install a 1/2” x 1/4” Fitting

The tubing installed in this step will not capture all


gases. Heed the Warnings from the first page.

1. Mount the SVI II AP to the mounting plate.


2. Connect 1/4" tubing to the gas supply ( ).
3.Pipe the output from the output pressure:
√ Port ( ), for single acting, to the actuator.
√ Ports ( ) and ( ), for double acting to the actuator.
4. Connect a 1/2” tube to the exhaust and route it to:
√ The atmosphere if outside.
√ An outside area, if inside. Do not create back-pressure on
the relay. The relay will not function properly with an exhaust
pressure higher than atmospheric. Consider the following:
a. Minimize the exhaust tubing length and sharp bends
(90°) in the tubing.
b. Maximize the tubing size; consider stroking speeds if
specified.

5. Inspect the electrical conduit connection to ensure a proper


seal (conduit gland) is installed.

6. Ensure the covers and other pressure containing


components are correctly installed before putting the unit into

Figure 67 Step 4 Connect Gas Supply and Exhaust

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High Flow Installation
Tools required:

√ 3/4 and 1-1/6” wrenches √ M3 and M5 Hex Key

Use a 1-1/16 wrench to install a 3/4"X 3/4" male/male fitting

Figure 68 Step 1 Install a 3/4” x 3/4” Fitting

The tubing installed in this step will not capture all


gases. Heed the Warnings from the first page.

1. Mount the SVI II AP to the mounting plate.


2. Connect 1/2” tubing to the gas supply ( ).
3.Pipe the output from the output pressure to the actuator.
4. Connect a 3/4” tube to the exhaust and route it to:
√ The atmosphere if outside.
√ An outside area, if inside. Do not create back-pressure on the
relay. The relay will not function properly with an exhaust
pressure higher than atmospheric. Consider the following:
a. Minimize the exhaust tubing length and sharp bends (90°) in
the tubing.
b. Maximize the tubing size; consider stroking speeds if
specified.

5.Inspect the electrical conduit connection to ensure a proper seal


(conduit gland) is installed.

6. Ensure the covers and other pressure containing components are


correctly installed before putting the unit into service
Figure 69 Step 2 Connect Gas Supply and Exhaust

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13. Air Supply Requirements

Air Supply Requirements


A high quality air supply greatly improves the quality of control and reduce maintenance
costs of pneumatic equipment. See ANI/ISA-7.0.01-1996 - Quality Standard for Instrument
Air. Air supply failure requires special attention to minimize process effects. Design and
apply all process equipment to fail to a safe condition. This includes failure of the air supply.
SVI II AP is designed to fail to a condition of low or no air pressure. Choose control valve
actuators to move the valve to a safe condition when air pressure is low or absent. For
example, a valve supplying fuel to a combustion process is normally equipped with an Air to
Open valve. In other words, the fuel flow is shut off if air fails.

Additional process precautions can be taken. When the air supply recovers, the setpoint to
the valve must be at a value that continues to hold the valve in its safe condition, or to move
it to a known safe condition. To do so, put the control system sending the control valve
position setpoint into manual mode and set to 0%. After the air supply has stabilized at its
correct pressure, the setpoint can be moved to its operation point in accordance with the
plant’s safe start-up procedures. An additional precaution required on critical processes
with an ATO control valve is to install a shut-off valve that supplements the control valve by
moving to a safe condition on air failure, and remains in that condition until all necessary
requirements for safe start-up have been met.

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14. Adjusting Speed of Response

Adjusting Speed of Response


The SVI II AP provides in its calibration software the ability to automatically tune the
connected valve. The auto tune feature has robust tuning parameters designed to tolerate
variations in process characteristics. You can adjust the speed of response of the control
valve by adjusting parameters in SVI II AP. Tuning parameters are adjusted by ValVue, the
preferred method, or by the handheld.

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15. Advanced Usage

Technology to Maximize Savings and Process Performance


This section shows examples of techniques for achieving superior process results by using
ValVue with SVI II AP to simplify maintenance and to achieve the benefits of SVI II AP’s
advanced diagnostics capabilities. It is assumed that you are using HART®
communications with a modem and ValVue. Refer to the ValVue Instruction Manual for
complete instructions on these and other procedures.

Tight Shutoff Application to Protect from Seat Erosion


The Tight shutoff feature can be programmed to prevent valve seat erosion using the full
actuator force to eliminate damaging leakage. At a position setpoint of 2%, for example, this
function allows full thrust to occur when the input signal is less than 2%. This solves a
common cause of valve repair. Do not use tight shutoff if it is necessary to throttle the valve
at very small flows.

Tight Shutoff Application to High Pressure Liquid Letdown Valve Trim


When staged trim is used in High Pressure Liquid Letdown Valves, Tight Shutoff can be
adjusted to move the valve from the seat to begin throttling at the minimum operable Cv
level. Using the tight shut-off feature in SVI II AP prevents valve seat damage that can occur
when throttling at clearance flows. See recommended Tight Shutoff settings in the following
table. Tight shutoff can be adjusted with pushbuttons or with ValVue or a HART®
communicator.

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Table 29 Tight Shutoff Parameters for High Pressure Liquid Letdown Trim

Masoneilan Valve Valve Trim Type Set Tight Shutoff Positioner


Type Characteristics

Lincoln Log Any 15% Linear

41000 VRT Type S Partial Stack 6% Linear

41000 VRT Type S Full Stack 3.5% Linear

41000 VRT Type C Cage 6% Linear

28000 Varilog 5% Linear

Any Class V Shutoff 2% Linear

Using ValVue Diagnostics


SVI II AP advanced features are simple to use with ValVue software. The following
examples illustrate some uses.

Continuous Diagnostics
SVI II AP continuously gathers critical information that can be used to predict
maintenance intervals for control valves. These are:

√ Total Travel
√ Number of cycles
√ Time open
√ Time closed
√ Time near closed

Monitoring a Valve Bellows Seal


The SVI II AP automatically stores the accumulated valve stroke reversals, as Number of
cycles. ValVue can be used to periodically retrieve the values and to track the remaining
life of a bellows seal or packing. Total travel can also be used to estimate the remaining
life of packings and seals.

Critical Service, Cavitation Control Trim


The time near closed, of a valve with severe service when near the seat, can be
monitored by ValVue and saved to permanent files to monitor and predict maintenance
needs. You can use ValVue to specify the criterion for time-spent-near-closed (a valve
position such as 4%, for example). See also Tight shutoff- Application to High Pressure
Liquid Letdown Valve Trim.

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Diagnostic Valve Tests
The standard diagnostic test performs a full stroke test, and determines stroking speed.
The Step Response test moves the valve between several points selected by you and
graphically presents the dynamic response for each step. The Positioner Signature test
strokes the valve over a travel specified by you and records a signature for comparison
with the as-built and with future tests to predict maintenance intervals. The full version of
ValVue is required for diagnostic tests.

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16. Glossary

Accuracy In a control valve the position is measured between mechanical motion limits
in the valve. These limits can include position variations due to actuator and
valve rigidity. therefore, accuracy is referenced to positions within normal
travel of the valve independent of rigidity effects at the mechanical limits.
Accuracy is the greatest deviation from the expected position within the nor-
mal travel, expressed as percent of normal travel.
Actuator Type An actuator is a device that transforms an input signal (mainly an electrical
signal) into motion. A HART® -compliant actuator receives a 4 - 20 mA con-
trol current signal and causes an actuation function. There are many types of
HART® actuators; a positioner is type of actuator. A device of type Actuator
can not be connected to a circuit intended for a device of type Transmitter.
Algorithm An algorithm is a procedure or formula for solving a problem. There are sev-
eral algorithms entailed in SVI II AP operation. The SVI II AP has a position
control algorithm that is a modified PID. Other algorithms embedded in SVI II
AP include the STOPS method for calibrating stroke, and the autoTUNE
method for establishing the best parameters for the PID algorithm.
ATC (Air to The combination of a single acting actuator and the control valve where the
Close) valve is closed when air pressure is applied to the actuator.
ATO (Air to The combination of a single acting actuator and the control valve where the
Open) valve is open when air pressure is applied to the actuator.
CALIBrate A mode of the positioner in which you can change the calibration of stroke,
input signal, and tuning parameters.
Characteristic The positioner input setpoint command can be selectively modified to pro-
vide a desired relationship between setpoint and valve position. In the valve,
the relationship between stroke and Cv is also called valve inherent charac-
teristic. It is often adjusted by design, to equal percentage, for example. The
positioner characteristic is applied to modify the setpoint to travel relation-
ship of the actuator. The characteristic of the positioner must be chosen to
compliment the valve. If the valve is equal percentage, set the positioner to
linear. If a linear valve is installed the positioner can be set to an equal per-
centage characteristic to improve flow control. SVI II AP offers an eleven
point custom characteristic option that can be created and edited in ValVue.
Local display can be used to select the custom characteristic, but cannot
adjust the points.

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Closed The valve position in which the flow is minimum or zero. See
Tight Shutoff.
Compliance Voltage The voltage that must be available at the control system output in
order to drive the control current through the SVI II AP and all the
resistive devices in series with it.
Conformity The closeness to which the position approaches the theoretical
position curve, for example equal percentage or quick opening. It
is independent of effects due to valve or actuator rigidity at the
mechanical limits of travel. See Accuracy.
Compliance, HART® Manufactured and tested in accordance with the Field Comm®
Group standards.
Condition Monitoring A technology for measuring the performance of process equip-
ment and valves over a period of time to predict the need for
maintenance. The technology evolved to meet NRC requirements
GL 89-10, and has proven valuable to other process industries.
SVI II AP and ValVue offer a suite of diagnostic tools to implement
condition monitoring.
CONFIGure A mode of the positioner where you can change permanent
parameters required for position control or for communications.
Custom The custom characteristic in the SVI II AP has ten points to define
the (See Characteristic) relationship between the setpoint and the
valve position. The pushbuttons allow selection of the custom
characteristic that must be downloaded as pairs of data using the
HART® communications from a HART® master. ValVue offers a
graphical drag-and-drop method to define the characteristic. It
includes a method to correct for geometric non-linearity of the
positioner feedback linkage.
DCS Distributed Control System is a generic term for the common con-
trol system architecture that generally performs process control in
networked computers and interacts with field devices through
rack mounted I⁄O cards. A positioner is usually connected to a
DCS output card which controls the 4- 20 mA current to the posi-
tioner.
Device Description, DD The software object installed in the HART® Handheld Communi-
cator handheld to allow it to communicate and display the custom
parameters available in a field device.

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Diagnostics The suite of software, and hardware tools that allow an SVI II AP
to monitors its own internal condition and to monitor the perfor-
mance of the control valve and actuator system. Depending on
options purchased the diagnostics can evaluate number of valve
strokes, total accumulated valve stem travel, step response times
with graphs, input to position relationships. Often system perfor-
mance signatures are obtained and retained to compare as-built
with future performance to predict remaining useful service life.
Double Acting An actuator is double acting when it has pressure applied to both
sides of the piston. A positioner is factory assembled and cali-
brated as a double acting that has two pressure outputs one that
increases and one that decreases with increasing position set-
point. The SVI II AP positioner can be single acting or double act-
ing.
EEPROM An Electrically Erasable Programmable Read Only Memory. SVI
II AP has two memories that are used for permanent storage of
data that changes during operation. The micro-controller has
EEPROM which permanently stores changing information such
as number of actuator cycles and totalized valve travel. The pro-
gram is stored in flash memory and can be upgraded.
Equal Percentage A valve characteristic designed to compensate for the loss of
pressure in a pipeline as a control valve is opened. It is intended
to linearize the installed flow versus lift characteristic for
improved control.
The theoretical curve is y= aexln(1⁄a), where a is.02, 1/R, and R=50
for a 50:1 equal percentage characteristic. However, the theoreti-
cal curve leaves the valve unseated by 2% at 0% input. The
actual curve, shown here, is corrected to seat the valve at 0%.
The corrected curve is Y=(aexln(1⁄a) -a)/(1-a).
Error Messages The positioner stores the reasons for errors. The error messages
can be read by HART® or with the local display.
Fail Safe A mode of the positioner where the valve position is controlled to
a predetermined safe position. This mode is forced by the posi-
tioner program in response to errors. If the errors are cleared
then RESET returns the positioner to the mode prior to the error.
Fatal Error In error which the SVI II AP program treats as non-recoverable.
Service is required.
Flash Memory A computer memory that is not volatile. It stores all its data even
when the power is off. It performs high speed reads and can be
re-written many times. It is used to store programs and perma-
nent parameters.
FSK Frequency Shift Keying see HART® protocol.

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Hall Effect Sensor A semiconductor magnetic-field sensor that measures the mag-
netic flux perpendicular to the sensor.
HART® HART® is an acronym for Highway Addressable Remote Trans-
ducer. The HART® protocol makes use of the Bell 202 Frequency
Shift Keying (FSK) standard to superimpose digital signals at a
low level on top of the 4-20 mA. This enables two-way communi-
cation to take place and makes it possible for additional informa-
tion beyond just the normal process variable to be communicated
tomorrow a smart field instrument. The HART® protocol commu-
nicates without interrupting the 4-20 mA signal and allows a host
application (master) to get two or more digital updates per second
from a field device. As the digital FSK signal is phase continuous,
there is no interference with the 4-20 mA signal.
HART® Communication The Field Comm® Group is an independent, nonprofit foundation
corporation specifically organized to coordinate and support the
application of HART® technology worldwide. Educating the
industry on the capabilities and value of this important technology
is a key role.
Operating costs are offset by membership and training⁄support
service fees. Membership is open to all suppliers, end users, and
others interested in the use of HART® technology.
HART® Filter A filter required with certain DCS systems that are not HART®
compliant. It allows the 4 - 20 mA output signal to pass from con-
trol system to positioner, but blocks HART® FSK tones from
passing from the field wiring to the control system.
HART® Master A device, usually a PC which is controlling the communications
over a HART® protocol network. The HART® master sends to a
field device a command and requires a response.
HART® Slave A device, normally a transmitter or positioner, that communicates
over a HART® protocol network only in response to a command
from a master.
Hazardous Area The area of the plant where explosion hazards are present, haz-
ards such as propane gas in a refinery, or dust in a flour mill.
High Flow The SVI II AP High Flow Positioner improves the dynamic perfor-
mance of medium to large volume actuators without the need of a
volume booster.
Hot Swappable The SVI II AP in combination with ValVue enables a very brief
Mean Time To Repair by the following process: Upload all config-
uration information from installed positioner to ValVue, then
replace the positioner and download the configuration file. Run
STOPS, and autoTUNE, and the repair is complete.

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I⁄P Converter The current to pressure converting device. The SVI II AP sends
an analog current signal to the I⁄P which produces a controlled
pressure to the pneumatic amplifying relay.
ISA The International Society of Automation. ISA develops and pub-
lishes international standards for use in process control. See
www.isi.org.
Multidrop A variation of the HART® Communications Protocol that allows
many smart field devices to draw power from and to communi-
cate over a single pair of wires. Though most suited to multiple
measurement devices, it can be used with SVI II AP to permit
digital communication of setpoint as well as configuration data, to
multiple positioners or a combination of positioners and measure-
ment transmitters. Such communication may not be fast enough
for flow control.
Multiplexer Several instrument suppliers offer equipment that can be con-
nected to multiple cables to monitor and communicate with the
attached positioners and transmitters using the HART® protocol.
Often the multiplexer is used with a DCS that does not support
HART.®
NAMUR NAMUR is a European user association of process control tech-
nology in chemical and pharmaceutical industries. “Recommen-
dations and Worksheets are experience reports and working
documents prepared by NAMUR for its members among process
control users for facultative utilization”. NAMUR issued a recom-
mended accessory mounting for control valves (NE 14 Anschluß
von Schwenkantrieben an Armaturen 06.08.96) which describes
a method for mounting a positioner on an actuator. See at
www.namur.de.
Neodymium Iron Boron A magnet alloy which provides the highest energy magnetism
available in a permanent magnet.
Non-Volatile Memory Computer memory that is not lost when power is turned off. Used
to permanently store calibration, configuration and diagnostic
information in SVI II AP.
NORMAL Mode The control mode for normal use of a valve positioner. The posi-
tioner receives a setpoint from a controller or DCS and applies
pressure to the actuator to move the valve to the required posi-
tion.
PC A personal computer or laptop running Windows®.

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Position With a reciprocating valve, the position is the distance of the plug
from its seat, normally measured as a linear motion of the valve
or actuator stem. With a rotary valve the position is the angle of
rotation of the valve plug measured as angular rotation of the
valve shaft.
Position Limit The actuator can be mechanically set to stop at a predetermined
position by setting an adjustment, sometimes with a handwheel
or screw stop. SVI II AP can be configured to provide the same
limits through software control of position.
Positioner Tuning The positioner requires six integer parameters to determine the
Parameters response of the positioner to a setpoint change.
Internally, the positioner uses an improved PID control algorithm
to control the valve’s position.
Tuning Parameters
P P is a dimensionless gain factor related to the proportioning
action of the algorithm. It ranges from 0 to 5000. Common values
for the positioner are 50 for small valves up to 4000 for large
valves.
I (0.1 sec): Integral time or reset time, is the time constant of inte-
gral control. Higher values of I cause slower integral action. Com-
mon values are 10 (1 second) to 200 (20 seconds). A value of
zero disables integral action.
D (msec): Derivative time or rate time is the time constant of deriva-
tive control expressed in milliseconds. It ranges from 0 to 200
msec. Common values are 0 to 100. A value of zero disables
derivative action.
Beta Beta is a nonlinear dimensionless gain factor, ranging from -9 to
9. When beta is 0, the controller gain is linear. Otherwise the gain
is the function of error. The larger the beta, the smaller the gain
for small error. Typical beta values for a valve position controller
are between –9 and 0.
Padj (%) Valves often have significantly different response when filling ver-
sus exhausting. The proportional gain is adjusted by adding Padj
to P when the valve is exhausting. Padj is normally less than P.
Position Compensation The response of the valve is different when the valve is nearly
closed Coefficient than when the valve is nearly open. The posi-
tion compensation coefficient, which is a number between 0 and
9, allow the control algorithm to optimize the valve response.
Damping Coefficient The valve response can be made slower for some applications. A
(Boost) value of 0 gives no damping, and a value of 9 gives maximum
damping of valve motion.

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Dead Zone(%) When the valve position is within the setpoint +⁄- the dead zone,
no additional position control is performed. This value is normally
0%, however for high friction valves (e.g. valves with graphite
packing) a higher dead zone helps avoid limit cycling due to the
stick⁄slip action of the valve. In these cases the dead zone cho-
sen might be 0.2% to 1%.
Quick Opening (see Characteristic)
Relay, Pneumatic The component that amplifies the pneumatic control signals to
provide a wide range of actuation pressure and to supply and
vent at high flow rates for responsive control.
Safe Area The area of a plant where there never is an explosion hazard
present, such as the control room or a wire marshalling rack
area.
Sig Hi In the SVI II AP configuration, the input current setting at which
the valve is fully open (ATO) or fully closed (ATC).
Sig Lo In the SVI II AP configuration, the input current setting at which
the valve is fully closed (ATO) or fully open (ATC).
Single Acting The action of a position with a single pneumatic output for opera-
tion with a spring return actuator. (see double acting).
Split Range A control configuration where a single control output is sent to
two or more control valves. Each control valve positioner is cali-
brated to respond to a separate portion of the control signal. An
example is a steam valve and a cooling water valve arranged to
be both closed at 50% and the steam valve to open.
STOPS The SVI II AP runs STOPS procedure to adjust the positioner to
actual valve travel. First the output pressure is reduced to zero
and the position is recorded. That position corresponds to 0%.
The output pressure is raised to its maximum based on supply
pressure. The position is recorded and corresponds to 100%.
Stroke The total range (An accumulated value of 100% travel = 1 stroke.
The travel does not need to occur in one movement.). Often used
as a verb to describe the process of moving the valve.
Tag The formal designator the control valve used in control loop doc-
umentation.
Tight Shutoff (TS) A positioner property which is selected and adjusted when it is
desired to prevent operation of the valve at or near the closed
position. The positioner causes all available actuator force to be
applied to the valve seat at a position set point equal to or less
than the TS adjustable parameter. A dead band is applied to pre-
vent cycling in and out of this behavior.

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ValVue Masoneilan full featured software for diagnostics, calibration, and
configuration of SVI II AP.
VDE⁄VDI 3845 A standard common in Europe for mounting positioners and
accessories on rotary valve actuators.
VIEW DATA A mode of the positioner in which the configuration and calibra-
tion parameters can been examined, either remotely or with the
local display.
VIEW ERR A mode of the positioner in which the error status or error mes-
sages can be examined.

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17. Burst Mode Operations

The Burst mode is when the HART® device continuously sends out data for a device not
capable of being polled by a Master. Use this mode only for devices that are passive (i.e.
not a HART® master), such as a HART® to Analog converter (SPA from Moore Industries,
Tri-Loop by Rosemount). Turning on Burst mode affects the overall communication
bandwidth. Burst mode is not available for SVI II AP in HART® 7.

In a DCS-controlled environment, if you are using a:

√ Tri-Loop configuration: Here the DCS does not have an analog-capable card. The
SVI must be in BURST mode when using Tri-Loop.
√ DCS with a mix of analog output cards: Some without HART and some with HART.
SVIs connected to cards without HART need to use HART to analog converter. The
SVI also must be set to use Burst mode so it sends the response as requested.

To see how the Burst mode is configured see the ValVue or SVI II AP DTM online help. The
Burst mode can send the following commands:

√ Cmd1: PV √ Cmd2: %range/current


√ Cmd3: Dyn vars/current √ Cmd9: Device vars w/status
√ Cmd33: Device variables

Choose the Burst command variables to be returned by referring to list of device variables
in Table 28 on page 10163.

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Figure 70 Burst Mode Configuration: SPA with SVI II AP

198 | Baker Hughes. © 2020 Baker Hughes Company. All rights reserved.
Sample Tri-Loop Configuration
Figure 71 shows a simplified schematic showing the connection between the SVI II AP a
Tri-Loop and a control system. Some considerations:

√ The input channel from the control system must have an impedance of at least
250 Ohms or else the HART signal will be attenuated.
√ Channel one must be enabled and set for Primary Variable with a range of
0-100%. Other vendors may have the Tri-Loop set to function on another channel.
√ You can enable channel 2 and 3 even if you don't connect them.

CAUTION Consult the instruction manual of the TRI-LOOP for wring


diagrams. Masoneilan is not responsible for improperly wiring
the TRI-LOOP. A resistor might be required on the positive
leg of Channel 1 to limit the current to the TRI-LOOP.

Figure 71 Sample Tri-Loop Configuration

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18. Device Status Diagnostics

Table 30 list the faults, types, possible causes and possible resolutions.

Table 30 Device Status Diagnostics

Statu Statu CMD 48 Strings NAMUR Cause Recommended Action


s s Bit NE107 Alert
Byte Category

0 0 Reset N/A Any reset except caused None


Information by RAM checksum error
Only or stack overflow (firm-
ware 3.1.1); or per trap
configuration (later firm-
ware).

0 1 LowPower Check Input current < 3.15 mA. Increase input current > 3.25
Function mA.

0 2 ActuatorError Maintenance Unable to position the 1. Check for sufficient air pres-
valve normally. sure (upper spring range + 10
psi or required opening or
closing force for double act-
ing).
2. Check for blockage of valve,
hand wheel, etc.
3. Check for linkage problems.
4. Check for air leakage in the
positioner actuator system.

0 3 AirSupplyLow Maintenance Air supply is not turned on 1. Single Acting: Increase air
or is set below 10 psig supply above spring final value
(single acting) or 15 psig + 10 psig.
(double acting). 2. Double Acting: Increase air
supply above 15-20 psig.

© 2020 Baker Hughes Company. All rights reserved. Masoneilan SVI II AP Installation and Maintenance Manual =| 201
Table 30 Device Status Diagnostics (Continued)

0 4 PositionError Maintenance Position does not match 1. Check for sufficient air pres-
signal. sure (upper spring range + 10
psi or required opening or
closing force for double act-
ing).
2. Check for blockage of valve,
hand wheel, etc.
3. Check for linkage problems.
4. Check for air leakage in the
positioner actuator system.

0 6 KeypadFault Maintenance LCD defective. 1. Check LCD cable is plugged


in and undamaged.
2. Check inside housing for
moisture on LCD cable,
ensure electronics are clean
and dry and cover was closed
properly to prevent water
ingress.
3. Replace LCD with known
good LCD.

0 7 MarginalPower Check Input current is between 1. Increase input current >


Function 3.75 mA and 3.15 mA. 3.85 mA. Compare signal to
LCD display.

1 0 CalibrationFailed Maintenance Check calibration of the Double check that you are cal-
mA input signal sensor or ibrating the correct channel,
pressure sensors was either 4-20ma INPUT or Pres-
outside the acceptable sure Sensor. Double check dif-
range when attempting to ference between calibrated
calibrate. value and actual.

1 1 FindStopsFailed Maintenance Zero and span not set. 1. When calibrating stops
(Zero / Span) the travel sensor
moved outside the acceptable
limits. Check for correct mag-
net orientation and linkages.
2. Timeout occurred due to
large actuator with insufficient
boosters.
3. Valve position could not sta-
bilize when de-energizing or
when energizing the actuator.

202 | Baker Hughes. © 2020 Baker Hughes Company. All rights reserved.
Table 30 Device Status Diagnostics (Continued)

1 2 AutoTuneFailed Check Device could not tune 1. Increase air supply above
Function automatically, need to spring final value + 10 psig.
manually tune system. 2. Check for air leaks and suffi-
cient current applied to
4-20ma input.
®
3. Using ValVue or HART
Host, Autotune with an
aggressiveness level of -9.
4. Manual tune the parameters
according to the instruction
manual ensure accessories
(boosters, etc) are set prop-
erly.

1 3 StdDiagnostics- N/A When running a Stan- 1. Selected speed is too slow.


Failed Information dard Actuator Signature, Increase speed for the test by
Only the SVI did not move the 1.
valve between 10% to 2. Insufficient air supply,
90%. increase air supply.
3. Check for limits (tight shut-
off, etc).

1 4 ExtDiagnostics- N/A When running a 1. Selected speed is too slow.


Failed Information Extended Actuator Signa- Increase speed for the test by
Only ture, SVI did not move the 1.
valve between the config- 2. Insufficient air supply,
ured travel parameters increase air supply.
(i.e. 5 to 95%).
3. Check for limits (tight shut-
off, etc).

1 5 OperatingSys- Failure An internal condition from 1. Remove power to the


temFault which the device recov- device for two minutes and
ered automatically. restart the device.
2. Clear the alarm using Val-
Vue or HART® Host.
3. If the failure persists,
replace the complete device or
electronics module.

© 2020 Baker Hughes Company. All rights reserved. Masoneilan SVI II AP Installation and Maintenance Manual =| 203
Table 30 Device Status Diagnostics (Continued)

2 0 BiasOutofRange Maintenance I/P drive current at out- 1. Check for sufficient air pres-
side of expected range sure (upper spring range +
(10k to 35k counts). 10psi or required opening or
closing force for double act-
ing).
2. Check for blockage of valve,
hand wheel, etc.
3. Check for linkage problems.
4. Check for air leakage in the
positioner actuator system.

2 1 I_POutofRange Failure Hardware failure. 1. Remove power to the


device for two minutes and
restart the device.
2. Clear the alarm using Val-
Vue or HART® Host.
3. If the failure persists,
replace the complete device or
electronics module.

3 0 NVMChecksum- Failure Hardware failure. 1. Remove power to the


Error device for two minutes and
restart the device.
2. Clear the alarm using Val-
Vue or HART® Host.
3. If the failure persists,
replace the complete device or
electronics module.

3 1 RAMChecksum- Failure Hardware failure. 1. Remove power to the


Error device for two minutes and
restart the device.
2. Clear the alarm using Val-
®
Vue or HART Host.
3. If the failure persists,
replace the complete device or
electronics module.

3 2 FlashChecksum- Failure Hardware failure. 1. Remove power to the


Error device for two minutes and
restart the device.
2. Clear the alarm using Val-
®
Vue or HART Host.
3. If the failure persists,
replace the complete device or
electronics module.

204 | Baker Hughes. © 2020 Baker Hughes Company. All rights reserved.
Table 30 Device Status Diagnostics (Continued)

3 3 StackError Failure Hardware failure. 1. Remove power to the


device for two minutes and
restart the device.
2. Clear the alarm using Val-
®
Vue or HART Host.
3. If the failure persists,
replace the complete device or
electronics module.

3 4 FactoryMode- Mode allowed only for 1. Remove power to the


Fault flashing firmware device for two minutes and
upgrade. restart the device.
2. Clear the alarm using Val-
Vue or HART® Host.
3. If the failure persists,
replace the complete device or
electronics module.

3 5 NVMTestError Failure Hardware failure. 1. Remove power to the


device for two minutes and
restart the device.
2. Clear the alarm using Val-
Vue or HART® Host.
3. If the failure persists,
replace the complete device or
electronics module.

4 0 RefVoltageFault Failure Hardware failure. 1. Remove power to the


device for two minutes and
restart the device.
2. Clear the alarm using Val-
Vue or HART® Host.
3. If the failure persists,
replace the complete device or
electronics module.

© 2020 Baker Hughes Company. All rights reserved. Masoneilan SVI II AP Installation and Maintenance Manual =| 205
Table 30 Device Status Diagnostics (Continued)

4 1 PositionSensor- Failure Positioner sensor not 1. Use Smart Assistant to con-


Fault reading proper values. firm selection of proper travel
sensor.
2. Ensure that the mounting kit
magnets are moving only +/
-65 degrees (sensor should
read between -10k to 10k
counts w/ no jumps i.e. while
traveling in one direction read-
ing -8000 counts, -9900 counts
then reading +10,000 counts).
3. If using remote verify that it
is powered and wiper is con-
nected, verify wiper voltage
between 0 and 1.25 V.
4. If correct sensor selected,
replace electronics module
and report the problem at svi-
support@BakerHughes.com.

4 2 CurrentLoopSen- Failure 4-20mA input sensor fail- 1. Remove power to the


sorFault ure detected. device for two minutes and
restart the device.
2. Clear the alarm using Val-
Vue or HART® Host.
3. If the failure persists,
replace the complete device or
electronics module.

4 3 TemperatureSen- Failure Temperature Sensor fail- 1. Remove power to the


sorFault ure detected. device for two minutes and
restart the device.
2. Clear the alarm using Val-
®
Vue or HART Host.
3. If the failure persists,
replace the complete device or
electronics module.

4 5 ActuatorPres- Maintenance Output Pressure Sensor 1. Remove power to the


sure1Fault Fault (Single-acting) or device for two minutes and
Output 2 Pressure Sen- restart the device.
sor Fault (double-acting). 2. Clear the alarm using Val-
®
Vue or HART Host.
3. If the failure persists,
replace the complete device or
electronics module.

206 | Baker Hughes. © 2020 Baker Hughes Company. All rights reserved.
Table 30 Device Status Diagnostics (Continued)

4 6 ActuatorPres- Maintenance Supply Pressure Sensor 1. Remove power to the


sure2Fault Fault (Single acting) or device for two minutes and
Output 1 Pressure Sen- restart the device.
sor Fault (double acting). 2. Clear the alarm using Val-
®
Vue or HART Host.
3. If the failure persists,
replace the complete device or
electronics module.

4 7 SupplyPressure- Maintenance Supply Pressure Sensor 1. Remove power to the


SensorFault Fault (double-acting device for two minutes and
only). restart the device.
2. Clear the alarm using Val-
Vue or HART® Host.
3. If the failure persists,
replace the complete device or
electronics module.

5 0 I_PPressureSen- Failure I/P pressure sensor fail- 1. Remove power to the


sorFault ure detected. device for two minutes and
restart the device.
2. Clear the alarm using Val-
Vue or HART® Host.
3. If the failure persists,
replace the complete device or
electronics module.

5 1 Atmospheric- Maintenance Atm pressure sensor fail- 1. Remove power to the


PressureSensor- ure detected. device for two minutes and
Fault restart the device.
2. Clear the alarm using Val-
Vue or HART® Host.
3. If the failure persists,
replace the complete device or
electronics module.

5 3 NVMWriteFault Failure Hardware failure. 1. Remove power to the


device for two minutes and
restart the device.
2. Clear the alarm using Val-
Vue or HART® Host.
3. If the failure persists,
replace the complete device or
electronics module.

© 2020 Baker Hughes Company. All rights reserved. Masoneilan SVI II AP Installation and Maintenance Manual =| 207
Table 30 Device Status Diagnostics (Continued)

5 4 IRQFault Failure Hardware failure. 1. Remove power to the


device for two minutes and
restart the device.
2. Clear the alarm using Val-
®
Vue or HART Host.
3. If the failure persists,
replace the complete device or
electronics module.

5 5 SelfCheckError Failure Hardware failure. 1. Remove power to the


device for two minutes and
restart the device.
2. Clear the alarm using Val-
Vue or HART® Host.
3. If the failure persists,
replace the complete device or
electronics module.

5 6 SoftwareError Failure Hardware failure. 1. Remove power to the


device for two minutes and
restart the device.
2. Clear the alarm using Val-
Vue or HART® Host.
3. If the failure persists,
replace the complete device or
electronics module.

208 | Baker Hughes. © 2020 Baker Hughes Company. All rights reserved.
19. Determining an SVI Positioner
Compliance Voltage in a Control
System
This discussion explains how to determine compliance voltage for an SVI positioner. It
applies to the SVI II AP, SVI II ESD, SVI II APN and SVi1000.

A definition of compliance voltage is: The voltage that must be available at the control
system output in order to drive the control current through the SVI II AP and all the resistive
devices in series with it.

Measuring the voltage across the SVI II AP terminals doesn't give the true available system
compliance voltage as the positioner self-regulates voltage as current flows through it.
Additionally, it also doesn't confirm what system voltage is available under load conditions.
Therefore, if compliance testing needs to be done, it is best done before installation.

Use a 1K potentiometer as this is the maximum for most analog output cards and as at 20
mA this equals 20 VDC, which is a sufficient maximum.

Compliance Test Setup


1. Configure a test setup as in Figure 72.

Figure 72 Compliance Voltage Test Setup

© 2020 Baker Hughes Company. All rights reserved. Masoneilan SVI II AP Installation and Maintenance Manual =| 209
2. Send 4 mA to the test setup.
3. Increase the potentiometer value until the loop current reaches 3.95.
4. Read the voltage across the potentiometer, which should be > 11 VDC. This is the
available system voltage at the minimum output.
5. Send 20 mA to the test setup.
6. Increase the potentiometer value until the loop current reaches 19.95 mA.
7. Read the voltage across the potentiometer, which should be > 9 VDC. This is the
available system voltage at the maximum output.

Table 31 lists some compliance voltage readings at positioner terminals at several


currents.

Table 31 Expected Voltage Range at Positioner Terminals

Current Compliance Voltage Expected Voltage Measured at Positioner


Requirement at Positioner Terminals
Terminals

4 mA 11 V 10 to 11 V

8 mA 10.5 V 9.5 to 10.5 V

12 mA 10 V 9 to 10 V

16 mA 9.5 V 8.5 to 9.5 V

20 mA 9V 8 to 9 V

210 | Baker Hughes. © 2020 Baker Hughes Company. All rights reserved.
20. SVI Physical Characteristic
Identification

This guide is designed to help the user to quickly identify the different SVI product versions:
SVI I2 AP, SVi1000, SVI2-1, SVI2 or SVI 1.

Body Styles

Recognizable Feature: SVI shown on Display Cover (Only


change is SVI lettering on cover)

Figure 73 SVI2 AP: Cover Phase In Started 2015

© 2020 Baker Hughes Company. All rights reserved. Masoneilan SVI II AP Installation and Maintenance Manual =| 211
Recognizable Feature: SVI-II (with dash)
shown on Display Cover

Figure 74 SVI2 AP: Cover Phase Out Started 2015

Figure 75 SVi1000: Started Shipping 2011

Figure 76 SVI2 -1: Obsolete

212 | Baker Hughes. © 2020 Baker Hughes Company. All rights reserved.
Recognizable Feature:
SVI II shown on Display Cover

Figure 77 SVI2: Obsolete

Recognizable Feature:
Round body/LCD face

Figure 78 SVI I: Obsolete

© 2020 Baker Hughes Company. All rights reserved. Masoneilan SVI II AP Installation and Maintenance Manual =| 213
Additional Differences Between SVI II AP and SVI II
Cover Screws are not fully enclosed Cover Screws are fully enclosed

SVI2 AP SVI2

Four mounting screw holes are shallow Four mounting screw holes are deep

Figure 79 Cover and Mounting Screw Configuration

SVI II II

SVI2 AP SVI2

Pneumatic ports on gray housing mounting Pneumatic ports on black manifold mounting

Figure 80 Pneumatic Ports

214 | Baker Hughes. © 2020 Baker Hughes Company. All rights reserved.
SVI II II

SVI2 AP Blind Cover (New) SVI2 AP Blind Cover (Original)

Figure 81 SVI2 AP Cover Differences

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21. How Do I Interface with the SVI II AP
DTM?

The lists below give you an idea of what tasks you need to accomplish using the SVI II AP
DTM. The tasks are split into Getting Started Tasks that are necessary at least the first time
you configure and Common Tasks for tasks performed at anytime. All tasks are listed using
the title by which you can find them in the SVI II AP DTM help or the help pdf version
(GEA31429 Masoneilan Products SVI II AP DTM Software Manual).

Getting Started Tasks


√ Registration Process leads you through the √ AP DTM Work Environment gives an over-
entire registration process. view of functionality.
√ HART® Screen explains the operations of √ Setup Wizard explains how to use the wiz-
the screen where you view process infor- ard to do the initial setup.
mation, change mode and change the set-
point.
√ Calibration Autotune Screen: to run auto-
tune.

Common Tasks
√ Audit Trail explains how to generate a √ Calibration Screen: to restore the factory
report of positioner events. calibration data for all sensors.
√ Registration leads you through the entire √ Calibration Range Screen: to perform valve
registration process. tuning, including manual and automatic
manual stops and open stop adjustment.
√ Report explains how to create/print a report √ Calibration Autotune Screen: to run auto-
on the SVI II AP device configuration. tune.
√ ValVueTM 3 Installation and Logon. √ Calibration Manual Tune Screen: to enter
manual tuning parameters and view the
results of those parameters on the Trend
display.
√ Installing SVI II AP Advanced DTM Soft- √ Calibration Calibration Screen: to calibrate
ware. pressure and input signals.

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√ AP DTM Work Environment gives an over- √ Commissioning Services Screen: to moni-
view of functionality. tor all pressures on one screen.
√ HART® Screen explains the operations of √ Commissioning Services Configuration
the screen where you view process infor- Screen: to set the Tag and Low and High
mation, change mode and change the set- signals.
point.
√ Setup Wizard explains how to use the wiz- √ Commissioning Services Manual Position
ard to do the initial setup. Setpoint Screen: to fully open the valve,
fully close the valve or use the Manual Set-
point feature to input a setpoint in percent-
age of valve position or in signal range
(mA).
√ Configuration General Screen: Use this √ Commissioning Services Set Analog Out-
screen to configure Tag Information, dis- put Screen: to set a fixed analog output for
play language and set LCD button control. the position retransmitter for a loop wire
check.
√ Configuration Position Screen: to set all √ Commissioning Services Re-transmitter
position-based limits. Range Screen: to change the relationship
valve position transmitter output and the
valve opening.
√ Configuration Actuator Screen: to select √ Commissioning Services Switches Screen:
the Air Action type. to set the default operating position for the
switches.
√ Configuration I/O Configuration Screen: to √ Diagnostics Screen: to perform a device
configure switch states, activate/deactivate reboot of the SVI II AP.
digital input, configure the input signal
range and valve retransmit range
√ Configuration Options Screen: to configure √ Diagnostics Continuous Data: to view data
the parameters related to valve characteri- about valve operations at closing and
zation, pressure units and bumpless trans- opening, which useful in valve operation
fer. analysis..
√ Diagnostics Signature Analysis Screen: to √ Diagnostics Signature Screen: to perform
see the diagnostic results for the perfor- diagnostic tests, and displays test results in
mance of the valve. the Trend window.
√ Diagnostics Status Screen: to see the SVI √ Diagnostics Raw Data Screen: to view the
II AP operating and internal status. raw counts of status of signals, pressure,
temperatures and I/Os. Additionally, you
can set the I/O Output.
√ Diagnostics Health Screen: to view the sta-
tus of signals, pressure, temperatures and
I/Os.

218 | Baker Hughes. © 2020 Baker Hughes Company. All rights reserved.
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Find the nearest local Channel Partner in your area:
valves.bakerhughes.com/contact-us

Tech Field Support & Warranty:


Phone: +1-866-827-5378
valvesupport@bakerhughes.com

valves.bakerhughes.com

Copyright 2020 Baker Hughes Company. All rights reserved. Baker Hughes provides
this information on an "as is" basis for general information purposes. Baker Hughes
does not make any representation as to the accuracy or completeness of the
information and makes no warranties of any kind, specific, implied or oral, to the fullest
extent permissible by law, including those of merchantability and fitness for a particular
purpose or use. Baker Hughes hereby disclaims any and all liability for any direct,
indirect, consequential or special damages, claims for lost profits, or third party claims
arising from the use of the information, whether a claim is asserted in contract, tort, or
otherwise. Baker Hughes reserves the right to make changes in specifications and
features shown herein, or discontinue the product described at any time without notice
or obligation. Contact your Baker Hughes representative for the most current
information. The Baker Hughes logo, ValVue, SVI, Varimax, Camflex and Masoneilan
are trademarks of the Baker Hughes Company. Other company names and product
names used in this document are the registered trademarks or trademarks of their
respective owners.
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