Burkert 8635 User manual

Operating Instructions
Type 8635
SIDE Control Positioner

We reserve the right to make technical changes without notice.
Technische Änderungen vorbehalten.
Sous réserve de modifications techniques.
© Bürkert Werke GmbH & Co. KG, 200 - 2017
Operating Instructions 1706/_(8(1_008 / Original DE

8635 - 1
CONTENTS
Operating Instructions for
SIDE Control Positioner Type 8635
(S/HART, PROFIBUS PA,
HART-Hand Terminal)
GENERAL NOTES
Symbols....................................................................................................................................................................................................................................................... 10
General safety notes................................................................................................................................................................................................................. 10
Protection from damage by electrostatic charging ...................................................................................................................... 11
Device-related notes ................................................................................................................................................................................................................ 11
Scope of delivery ........................................................................................................................................................................................................................... 11
Warranty conditions ................................................................................................................................................................................................................... 12
Master code (S/HART) .......................................................................................................................................................................................................... 12
SYSTEM DESCRIPTION (S/HART)
Construction of SIDE Control (S/HART) .................................................................................................................................................... 14
Illustration............................................................................................................................................................................................................................................ 14
Features ............................................................................................................................................................................................................................................... 15
Functional diagram of the SIDE Control
(S/HART) in connection with a control
valve with single-acting diaphragm actuator.......................................................................................................................................... 16
Operation as a positioner (S/HART) ................................................................................................................................................................ 17
Characteristics of the positioner software ................................................................................................................................................ 18
Schematic illustration of position control .................................................................................................................................................... 19
Operation as a process controller (S/HART, option) ................................................................................................................ 20
Characteristics of the process controller software (option)............................................................................................... 20
Schematic illustration of process control ................................................................................................................................................... 22

2 - 8635
CONTENTS
Interfaces (S/HART) .................................................................................................................................................................................................................. 23
Technical data of the SIDE Control
(S/HART) .................................................................................................................................. 24
Technical data (S/HART) ................................................................................................................................................................................................ 24
Factory settings
(S/HART) ........................................................................................................................................................................................... 26
SYSTEM DESCRIPTION (PROFIBUS PA)
Construction of Side Control PA (PROFIBUS PA) ...................................................................................................................... 28
Illustration............................................................................................................................................................................................................................................ 28
Design features .......................................................................................................................................................................................................................... 29
Options................................................................................................................................................................................................................................................... 29
Functional diagram of SIDE Control
(PROFIBUS PA) in connection with a control
valve with single-acting diaphragm actuator.......................................................................................................................................... 30
Operating as a positioner (PROFIBUS PA) ........................................................................................................................................... 31
Characteristics of the positioner software................................................................................................................................................ 32
Schematic illustration of position control .................................................................................................................................................... 33
Interfaces (PROFIBUS PA) ............................................................................................................................................................................................. 34
Technical data of SIDE Control (PROFIBUS PA) ......................................................................................................................... 35
Technical data (PROFIBUS PA) ........................................................................................................................................................................... 35
Factory settings
(PROFIBUS PA) ...................................................................................................................................................................... 36
INSTALLATION
Attachment and assembly................................................................................................................................................................................................ 38
Complete system with Bürkert continuous valve from series 27xx........................................................................ 38
Attachment to a continuous valve with linear actuator acc. to NAMUR ........................................................... 39
Attachment to a continuous valve with part-turn actuator.................................................................................................... 42
Fluidic connection ........................................................................................................................................................................................................................ 44
Electrical connection (S/HART) .............................................................................................................................................................................. 45
Electrical connection
(PROFIBUS PA) ......................................................................................................................................................... 46

8635 - 3
CONTENTS
INDUCTIVE PROXIMITY SWITCHES (S/HART, PROFIBUS PA, OPTION)
Description of the inductive proximity switches............................................................................................................................... 48
Configuration of the adjusting wheels (option) ................................................................................................................................. 48
Settings......................................................................................................................................................................................................................................................... 49
Setting with one inductive proximity switch ............................................................................................................................................ 49
Setting with two inductive proximity switches ..................................................................................................................................... 49
Definition of the end positions with part-turn actuators ........................................................................................................ 49
OPERATING AND CONTROLLER FUNCTIONS
Operating and display elements............................................................................................................................................................................. 52
Operating levels .............................................................................................................................................................................................................................. 52
Commissioning and set-up as a positioner............................................................................................................................................ 53
Procedure for specifying the basic settings ........................................................................................................................................... 53
Main menu for settings on commissioning ............................................................................................................................................... 55
Description of the procedure...................................................................................................................................................................................... 55
Configuring the supplementary functions ................................................................................................................................................. 59
Keys in the configuration level.................................................................................................................................................................................. 59
Configuration menu ................................................................................................................................................................................................................ 59
Supplementary functions ................................................................................................................................................................................................ 62
Operating the process ............................................................................................................................................................................................................ 85
Changing between operating modes ............................................................................................................................................................... 85
Operating mode AUTOMATIC (S/HART) .................................................................................................................................................. 86
Meaning of the keys in the operating mode AUTOMATIC .................................................................................................... 86
Displays in the operating mode AUTOMATIC...................................................................................................................................... 86
Operating mode AUTOMATIC (PROFIBUS PA) ............................................................................................................................. 87
Meaning of the keys in the operating mode AUTOMATIC .................................................................................................. 87
Displays in the operating mode AUTOMATIC ...................................................................................................................................... 87
Operating mode MANUAL ............................................................................................................................................................................................... 88
Meaning of the keys in the operating mode MANUAL ............................................................................................................. 88
Displays in the operating mode MANUAL ................................................................................................................................................ 88

4 - 8635
CONTENTS
OPERATING THE PROCESS CONTROLLER (S/HART)
Factory settings of the process controller .................................................................................................................................................. 90
Setting up a process control system................................................................................................................................................................. 90
Self-parametrization for controllers -
X.TUNE ................................................................................................................................... 91
Supplementary function P.CONTRL ................................................................................................................................................................. 91
Basic settings of the function P.CONTRL ................................................................................................................................................. 92
P.Q’LIN - starting the routine for linearization of the process characteristic .......................................... 99
Displays during call-up and execution of the routine .................................................................................................................. 99
P.CO TUNE - self-optimization of the process controller (process tune)................................................ 100
Operation......................................................................................................................................................................................................................................... 101
Operating the process ........................................................................................................................................................................................................ 104
Changing between operating modes ........................................................................................................................................................... 104
Operating mode AUTOMATIC ................................................................................................................................................................................ 105
Meaning of the keys in operating mode AUTOMATIC ........................................................................................................... 105
Displays in operating mode AUTOMATIC ............................................................................................................................................. 105
Manual changing of the process setpoint ............................................................................................................................................. 106
Operating mode MANUAL ........................................................................................................................................................................................... 107
Meaning of the keys in operating mode MANUAL .................................................................................................................... 107
Displays in operating mode MANUAL........................................................................................................................................................ 107
CONFIGURATION FOR BUS COMMUNICATION (PROFIBUS PA)
GSD file.................................................................................................................................................................................................................................................... 110
Setting the device address.......................................................................................................................................................................................... 113
Cyclic parameters ............................................................................................................................................................................................................... 113
Configuration parameters........................................................................................................................................................................................... 114

8635 - 5
CONTENTS
OPERATING VIA THE HART HAND TERMINAL (HART)
General ..................................................................................................................................................................................................................................................... 120
System description.................................................................................................................................................................................................................. 121
Illustration of the system ............................................................................................................................................................................................. 121
Menu description and key assignment ..................................................................................................................................................... 121
Data entry....................................................................................................................................................................................................................................... 122
Commissioning............................................................................................................................................................................................................................. 123
Preparation.................................................................................................................................................................................................................................... 123
AUTOTUNE procedure (required on first commissioning) ............................................................................................ 123
Operating the positioners via the HART hand terminal................................................................................................... 125
Configuration .............................................................................................................................................................................................................................. 125
Display of the process variables ...................................................................................................................................................................... 125
Changing the process variables........................................................................................................................................................................ 126
Operating the process controller via the HART hand terminal............................................................................. 127
Configuration .............................................................................................................................................................................................................................. 127
Display of the process variables ...................................................................................................................................................................... 130
Changing the process variables........................................................................................................................................................................ 130
Memory organization ........................................................................................................................................................................................................... 132
MAINTENANCE AND ERROR ELIMINATION ON THE POSITIONER
Maintenance ...................................................................................................................................................................................................................................... 134
Error messages and malfunctions .................................................................................................................................................................... 134
Error messages on the LC display ................................................................................................................................................................ 134
Other malfunctions ............................................................................................................................................................................................................. 135
MAINTENANCE AND ERROR ELIMINATION ON THE PROCESS
CONTROLLER
(S/HART)
Maintenance ...................................................................................................................................................................................................................................... 138
Error messages and malfunctions .................................................................................................................................................................... 138
Error messages on the LC display ................................................................................................................................................................ 138
Other malfunctions ............................................................................................................................................................................................................. 139

6 - 8635
CONTENTS
Appendix
GENERAL RULES
Selection criteria for continuous valves.................................................................................................................................................... 142
Characteristics of PID controllers....................................................................................................................................................................... 144
P fraction.......................................................................................................................................................................................................................................... 144
I fraction ............................................................................................................................................................................................................................................ 145
D fraction ......................................................................................................................................................................................................................................... 146
Superposition of P, I and D fractions............................................................................................................................................................ 147
Realized PID controller ................................................................................................................................................................................................. 148
Setting rules for PID controllers ............................................................................................................................................................................ 149
Setting rules after Ziegler and Nichols (oscillation method)........................................................................................... 149
Setting rules after Chien, Hrones and Reswick (output step method)............................................................. 150
OPERATING STRUCTURE
Operating structure of the SIDE Control (S/HART) ................................................................................................................ 154
Operating structure of the SIDE Control (PROFIBUS PA) ........................................................................................... 159
Operating structure of the HART hand terminal (HART) ............................................................................................... 160
TABLE FOR POSITIONER............................................................................................................................................................................ 165
TABLES FOR PROCESS CONTROLLER (S/HART) ......................................................................... 167
MASTER CODE ( S/HART) ............................................................................................................................................................................. 169

8635 - 7
CONTENTS 
APPROVALS (S/HART) 
Declaration of Conformity for Positioner Type 8635 SIDE Control S/HART .................................... 174
EC Design Inspection Certificate for Positioner Type 8635 SIDE Control S/HART............. 175
APPROVALS (PROFIBUS PA) 
Declaration of Conformity for Positioner Type 8635 SIDE Control PA....................................................... 180
EC Design Inspection Certificate for Positioner Type 8635 SIDE Control PA ............................... 181
1st Supplement ....................................................................................................................................................................................................................... 184
APPROVALS (S/HART, PROFIBUS PA) 
EC Design Inspection Certificate (ATEX) for slot initiators Types SJ ... and SC ... ................. 186
Inductive proximity switch NAMUR.............................................................................................................................................................. 189

8 - 8635
CONTENTS

8635 - 9
GENERAL NOTES
GENERAL NOTES
Symbols......................................................................................................................................................................................................................................................... 10
General safety notes................................................................................................................................................................................................................... 10
Protection from damage by electrostatic charging ........................................................................................................................ 11
Device-related notes .................................................................................................................................................................................................................. 11
Scope of delivery............................................................................................................................................................................................................................. 11
Warranty conditions ..................................................................................................................................................................................................................... 12
Master code (S/HART) ............................................................................................................................................................................................................ 12

10 - 8635
GENERAL NOTES
The following symbols are used in these operating instructions:
marks a work step that you must carry out.
Symbols
ATTENTION!
marks notes on whose non-observance your health or the functioning of the device
will be endangered.
NOTE
marks important additional information, tips and recommendations.
Please observe the notes in these operating instructions together with the conditions of use and permitted
data that are specified in the data sheets of the electropneumatic positioner, in order that the device will
function perfectly and remain operable for a long time:
• This device left the manufacturer's factory in a faultless condition with regard to technical safety and
was tested.Proper transport, storage and installation are the prerequisites for continued correct
functioning.
• Keep to standard engineering rules in planning the use of and operating the device!
• Installation and intervention for maintenance work are only allowed by qualified personnel using suitable
tools!
• Observe the current regulations on accident prevention and safety for electrical devices during
operation and maintenance of the device!
• Take suitable precautions to prevent inadvertent operation or damage by unauthorized action!
• On non-observance of these notes and unauthorized interference with the device, we will refuse all
liability and the warranty on device and accessories will become void!
General safety notes
(S/HART)
(PROFIBUS PA)
(HART)
indicate chapters or sections of the text which are valid only for certain versions of the
SIDE Control.

8635 - 11
GENERAL NOTES
ATTENTION
EXERCISE CAUTION ON HANDLING!
ELECTROSTATICALLY SENSITIVE
COMPONENTS / MODULES
This device contains electronic components that are sensitive to
electrostatic discharge (ESD). Contact to electrostatically charged persons
or objects will endanger these components. In the worst case, they will be
immediately destroyed or will fail after commissioning.
Observe the requirements of EN 100015-1 (IEC 61340-5-1) in order to
minimize the possibility of, or avoid, damage from instantaneous
electrostatic discharge. Also take care not to touch components that are
under supply voltage.
Protection from damage by electrostatic charging 
Device-related notes 
• For installation and operation in potentially hazardous (explosive) locations, observe the regulations.
These are to be found in EN 60079-14 (IEC 60079-14).
• On electrical connection of the inherently safe circuits, observe the data in the relevant certificate of
conformity.
• Take suitable precautions to prevent electrostatic charging of plastic parts of the housing
(see EN 100015-1 / IEC 61340-5-1).
• No components shall be connected to the inputs and outputs of the boards whose electrical data lie
outside the limits determined for inherently safe operation and stated on the data sheet for the
positioner.
• In potentially explosive locations, only inherently safe devices (of EN 50020 / IEC 60079-11) shall
be connected to the serial interface.
• The plastic covering shall be removed only by the manufacturer!
• Interventions in the device with the housing open shall not be carried out in very humid or aggressive
atmospheres.Take precautions to prevent inadvertent mechanical damage to the boards or their
components. Limit the duration of opening of the housing to that which is absolutely necessary.
Scope of delivery 
Immediately after receipt of a shipment, make sure that the contents are undamaged and match the
scope of delivery stated on the packing slip. In general this consists of:
• SIDE Control
• Operating Instructions for the SIDE Control
Add-on kits for linear and part-turn actuators may be obtained as accessories.
If there are discrepancies, please contact immediately our customer service:
Bürkert Fluid Control Systems / Service Department
Chr.-Bürkert-Str. 13-17
D-76453 Ingelfingen
Tel.: [phone] Fax:[phone]
E-Mail: [e-mail]
Bürkert Fluid Control System
Sales Center
Christian-Bürkert-Str. 13-17
D-74653 Ingelfingen
Tel. + 49 (0) 7940 - 10 91 111
Fax + 49 (0) 7940 - 10 91 448
E-mail: [email protected]

12 - 8635
GENERAL NOTES
Warranty conditions 
This document contains no SURPLVHRIJXDUDQWHH . 3OHDVH refer to our general WHUPVRIsales andGHOLYHU\.
The warranty is only valid if the device is used as authorized in accordance with the
specified application conditions.
Master code (S/HART)
Operation of the SIDE Control (S/HART) can be blocked with a freely selectable user code. Independent
of this, there exists an unchangeable master code with which you can execute all operative actions on
the device.This 4-digit master code is to be found in the Appendix of these operating instructions in the
Chapter Master code (S/HART) .
If required, cut out this code and keep it separate from these operating instructions.
ATTENTION! 
The warranty covers only faultless condition of the SIDE Control. No liability will be
accepted for consequential damage of any kind that may arise from failure or
malfunctioning of the device.
Warranty
The warranty is only valid if the device is used as intended in accordance with the specified application conditions.

8635 - 13
SYSTEM DESCRIPTION (S/HART)
SYSTEM DESCRIPTION
(S/HART)
Construction of SIDE Control (S/HART) ...................................................................................................................................................... 14
Illustration.............................................................................................................................................................................................................................................. 14
Features .................................................................................................................................................................................................................................................. 15
Functional diagram of the SIDE Control
(S/HART) in connection with a control
valve with single-acting diaphragm actuator ............................................................................................................................................ 16
Operation as a positioner (S/HART) ................................................................................................................................................................... 17
Characteristics of the positioner software ................................................................................................................................................... 18
Schematic illustration of position control....................................................................................................................................................... 19
Operation as a process controller (S/HART, option) ................................................................................................................ 20
Characteristics of the process controller software (option) .................................................................................................. 20
Schematic illustration of process control ..................................................................................................................................................... 22
Interfaces (S/HART) .................................................................................................................................................................................................................. 23
Technical data of the SIDE Control (S/HART) ................................................................................................................................... 24
Technical data (S/HART) .................................................................................................................................................................................................. 24
Factory settings
(S/HART) .............................................................................................................................................................................................. 26

14 - 8635
SYSTEM DESCRIPTION (S/HART)
The SIDE Control (S/HART) is a digital positioner for pneumatically operated continuous valves with
single-acting linear or part-turn actuators.
The SIDE Control (S/HART) can be operated via a keypad with display. An optional extra is
communication to the HART protocol.
Construction of SIDE Control (S/HART)
Illustration
Display with 3 operating keys
Screw terminals
Bushings M20x1.5
Earthing (grounding) screw
Throttle screw

8635 - 15
SYSTEM DESCRIPTION (S/HART)
• Position sensor
Very high resolution conductive plastic potentiometer
• Microprocessor controlled electronics
for signal processing, control and driving the piezoelectric positioning system; setpoint entry and
power supply are via a 4 ... 20 mA standard signal.
• Operating elements
The device can be set (configuration and parametrization) locally via three inside keys. An inside, 8-
digit, 16-segment LC display is provided, which can also show the setpoint or actual value.
•
Positioning system
A piezoelectric positioning system serves to drive the valve actuator.
•
Position repeater (option)
via 2 inductive proximity switches (initiators)
• Electrical interfaces
Cable bushing (M20x1.5) with screw terminals
•
Pneumatic interfaces
G1/4’’ interior thread
• Housing
Aluminium housing (hard anodized and plastic-coated) with swing-up cover and captive screws.
•
Attachment
to linear actuators to NAMUR recommendation (DIN IEC 534 T6) or to part-turn actuators to
VDI/VDE 3845.
Option: integral attachment to Bürkert continuous valves
Features

16 - 8635
SYSTEM DESCRIPTION (S/HART)
Functional diagram of the SIDE Control (S/HART) connected to a
control valve with single-acting diaphragm actuator
SIDE Control
(S/HART)
External
position
setpoint
Pressure
supply
Exhaust air
Actual position
Positioner
Positioning system
pressurize
exhaust
Position
sensor
Lever
mechanism
Pneumatic actuator
(single-acting)
Valve (actuator)
NOTE
In the case of integral attachment of the SIDE Control (S/HART) to a Bürkert
continuous valve, the position sensor is situated outside the SIDE Control (S/HART)
on the actuator and is connected to the latter with a cable.

8635 - 17
SYSTEM DESCRIPTION (S/HART)
The SIDE Control (S/HART controls the position of the pneumatic actuator, whereby the position sensor
measures the actual position (POS) of the actuator. The controller compares this actual value of the
position with the setpoint (CMD), which is presented as a standard signal. If a control difference (Xd1)
exists, a pulse-width modulated voltage signal is sent to the positioning system as the correcting variab-
le. If the difference is positive, the pressurizing piezoelectric valve is driven via output B1; if it is negative,
the exhausting piezoelectric valve is driven via output E1. In this way, the position of the actuator is
altered until the control difference is 0. Z1 represents a disturbance.
Operation as a positioner (S/HART)
Position sensor
Position
setpoint
Positioner Positioning system
(piezoelectric valves)
Continuous
valve
Valve opening
Position control loop

18 - 8635
SYSTEM DESCRIPTION (S/HART)
Characteristics of the positioner software
Supplementary function Effect
Positioner with supplementary functions
AUTOTUNE Automatic adaptation of positioner to the control valve
in use.
Tight-closing function
Valve closes tight outside the control range. A value is
specified (in %) from which the actuator is completely
exhausted (at 0%) or pressurized (at 100%).
Stroke limitation Mech. valve piston movement only within a defined
stroke range.
Limitation of correcting speed Actuator takes a preset time to move from OPEN to
CLOSED or from CLOSED to OPEN.
Signal range splitting Splitting of the standard signal range over 2 or more
SIDE Controls.
Correction charakteristic for
adaptation to the operating curve Linearization of the process curve can be carried out.
Insensitivity range The positioner responds only above a control difference
to be specified.
Direction of action of the controller
setpoint Reserve of direction of action of the setpoint.
Direction of action of the actuator Reserve of direction of action of the actuator.
Safety position Valve moves to a defined safety position
Code protection Blocking of the keypad or menu
Factory reset Reset to factory settings
Repeater (option)
Analog feedback of position Feedback of the values POS and CMD
Binary outputs Feedback of various controller conditions (e.g. sensor
breakage or controller in safety position).
Hierarchic operating concept for simple operation with the following levels
Process operation In this level, you switch between Automatic and Manual
operation.
Configuration
In this level, you specify on commissioning certain
basic functions and configure supplementary functions
as required.
Communication via HART protocol (option)
HART Hand Terminal Operation of the SIDE Control via a HART Hand Terminal