Burkert 8696 REV.2 User manual

Operating Instructions
Type 8696 REV.2
Positioner Top Control Basic
Electropneumatic Position Controller

We reserve the right to make technical changes without notice.
Technische Änderungen vorbehalten.
Sous réserve de modifications techniques.
© Bürkert Werke GmbH & Co. KG, 2019 - 2021
Operating Instructions 2111/01_EN-EN_00805905 / Original DE

3
Table of ConTenTs
1ABOUT THESE INSTRUCTIONS............................................................................................................7
1.1 Symbols........................................................................................................................................7
1.2 Denitionofterms........................................................................................................................7
2INTENDED USE ......................................................................................................................................8
3BASIC SAFETY INSTRUCTIONS ...........................................................................................................9
4GENERAL INFORMATION....................................................................................................................10
4.1 Contactaddress.........................................................................................................................10
4.2 Warranty .....................................................................................................................................10
4.3 Trademarks.................................................................................................................................10
4.4 Informationontheinternet ........................................................................................................10
5SYSTEM DESCRIPTION.......................................................................................................................11
5.1 Designatedapplicationarea......................................................................................................11
5.2 Functionofthepositionerandcombinationwithvalvetypes .................................................11
5.3 Featuresofthevalvetypes........................................................................................................12
5.4 Modelforcontrolofthird-partydevices ...................................................................................13
5.5 Structureofthepositioner.........................................................................................................14
5.5.1 Representation ...........................................................................................................14
5.5.2 Features ......................................................................................................................15
5.5.3 Functional diagram of the positioner with single-acting actuator...............................16
5.6 Type8696positioner..................................................................................................................17
5.6.1 Schematic representation of the position control Type 8696 .....................................17
5.6.2 Functions of the positioner software ..........................................................................18
5.7 Interfacesofthepositioner ......................................................................................................20
6TECHNICAL DATA ................................................................................................................................21
6.1 Conformity..................................................................................................................................21
6.2 Standards ...................................................................................................................................21
6.3 Licenses .....................................................................................................................................21
PositionerType8696REV.2
english
Type 8696, REV.2

4
6.4 Operatingconditions .................................................................................................................21
6.5 Mechanicaldata.........................................................................................................................22
6.6 Pneumaticdata ..........................................................................................................................22
6.7 Typelabel ...................................................................................................................................22
6.8 ULadditionallabel .....................................................................................................................23
6.9 Electricaldata ............................................................................................................................23
6.9.1 Electricaldata,withouteldbuscommunication........................................................23
6.9.2 Electrical data, IO-Link ...............................................................................................24
6.9.3 Electricaldata,büS.....................................................................................................24
6.10 Factorysettingsofthepositioner .............................................................................................25
7CONTROL AND DISPLAY ELEMENTS ................................................................................................26
7.1 Operatingstate .............................................................................................................................26
7.2 Controlanddisplayelementsofthepositioner........................................................................27
7.3 Congurationofthebuttons........................................................................................................28
7.4 DisplayoftheLEDs...................................................................................................................... 30
7.4.1 CutoLED .................................................................................................................... 30
7.4.2 ManualLED .................................................................................................................. 30
7.4.3 CharactLED.................................................................................................................. 30
7.4.4 Status indicator...........................................................................................................31
7.5 Errormessages.............................................................................................................................33
7.5.1 Messagesfordevicestatus“Outofspecication“ ....................................................33
7.5.2 Messages: Actuator moves to safety position ............................................................. 33
8INSTALLATION......................................................................................................................................35
8.1 Safetyinstructions .....................................................................................................................35
8.2 InstallationofthepositionerType8696toprocessvalvesofseries2103,2300and2301....35
8.3 Rotatingtheactuatormoduleforprocessvalvesbelongingtoseries2300and2301 ..........39
9PNEUMATIC INSTALLATION................................................................................................................41
10 ELECTRICAL INSTALLATION...............................................................................................................43
10.2 Electricalinstallationwithouteldbuscommunication............................................................44
10.3 Electricalinstallation,IO-Link....................................................................................................46
10.4 ElectricalInstallation,büS .........................................................................................................46
english
Type 8696, REV.2

5
11 START-UP .............................................................................................................................................47
11.1 Safetyinstructions .....................................................................................................................47
11.2 Specifyingthestandardsettings ..............................................................................................47
11.2.1 Running the automatic adjustment X.TUNE .............................................................. 47
11.3 SettingwithBürkertCommunicator..........................................................................................49
11.3.1 ConnectingIO-LinkdevicewithBürkertCommunicator............................................49
11.3.2 ConnectingbüSdevicewithBürkertCommunicator .................................................50
12 IO-LINK .................................................................................................................................................51
12.1 Information,IO-Link ...................................................................................................................51
12.2 Technicalspecications,IO-Link ..............................................................................................51
12.2.1 Congurationoftheeldbus ......................................................................................51
13 BÜS.......................................................................................................................................................52
13.1 Information,büS.........................................................................................................................52
13.2 Congurationoftheeldbus .....................................................................................................52
14 OPERATION AND FUNCTION..............................................................................................................53
14.1 Basicfunctions.............................................................................................................................53
14.1.1 DIR.CMD -
Reversaloftheeectivedirectionofthepositionerset-pointvalue ..........................55
14.1.2 CUTOFF -
Sealing function for the positioner..............................................................................56
14.1.3 CHARACT -
Characteristiccorrectionbetweeninputsignal(positionset-pointvalue)andstroke 57
14.1.4 INPUT -
Enterthestandardsignal(onlyvariantwithouteldbuscommunication) ..................59
14.1.5 RESET -
Reset to factory settings.............................................................................................60
14.1.6 X.TUNE -
Automatic adjustment of the positioner to the relevant operating conditions............60
14.2 Auxiliaryfunctions ........................................................................................................................61
14.2.1 DIR.ACT -
Reversaloftheeectivedirectionoftheactuator......................................................62
14.2.2 SPLTRNG -
Signal split range ........................................................................................................ 63
14.2.3 X.LIMIT -
Stroke limit..................................................................................................................64
14.2.4 X.TIME -
Limit actuating time ....................................................................................................65
english
Type 8696, REV.2

6
14.2.5 X.CONTROL -
Control parameters of the positioner..........................................................................66
14.2.6 SAFPOS -
Denitionofthesafeposition.....................................................................................66
14.2.7 SIG.ERROR -
Congurationofcablebreakdetection
(onlyforvariantwithouteldbuscommunication)......................................................67
14.2.8 BINARY.IN(variant)-
Congurationofthedigitalinput(onlyforvariantwithouteldbuscommunication) .67
14.2.9 OUTPUT(variant)-
Congurationoftheanalogoutput
(onlyforvariantwithouteldbuscommunication)......................................................68
14.2.10 SettingtheLEDmode,devicestatus .........................................................................68
15 SAFETY END POSITIONS....................................................................................................................69
15.1 Safetyendpositionsafterfailureoftheelectricalorpneumaticauxiliarypower...................69
16 MAINTENANCE ....................................................................................................................................69
17 DISASSEMBLY .....................................................................................................................................70
17.1 Safetyinstructions .....................................................................................................................70
17.2 Disassemblythepositioner .......................................................................................................70
18 ACCESSORIES.....................................................................................................................................72
18.1 Communicationssoftware.........................................................................................................72
19 TRANSPORTATION,STORAGE,DISPOSAL........................................................................................73
english
Type 8696, REV.2

7
About these instructions
1 ABOUT THESE INSTRUCTIONS
Theoperatinginstructionsdescribetheentirelifecycleofthedevice.
→Keep these instructions ready to hand at the operation site.
Importantsafetyinformation.
▶Carefully read these instructions.
▶Observeinparticularthesafetyinstructions,intendeduseandoperatingconditions.
▶Persons, who work on the device, must read and understand these instructions.
1.1 Symbols
DANGER
Warnsofanimmediatedanger.
▶Failuretoobservethewarningwillresultinafatalorseriousinjury.
WARNING
Warnsofapotentiallydangeroussituation.
▶Failuretoobservethewarningmayresultafatalorseriousinjury.
CAUTION
Warnsofapossibledanger.
▶Failuretoobservethewarningmayresultinmoderateorminorinjuries.
ATTENTION
Warnsofdamagetoproperty.
▶Failuretoobservethewarningmayresultindamagetodeviceorsystem.
Indicatesimportantadditionalinformation,tipsandrecommendations.
Referstoinformationintheseoperatinginstructionsorinotherdocumentation.
▶Indicates an instruction for risk prevention.
→Indicates a procedure which you must carry out.
Indicates a result.
Menu Indicates a interface text.
1.2 Denition of terms
In these instructions the term “device” denotes the following device types:
Positioner Type 8696 REV.2
Theterm“büS”(Bürkertsystembus)usedinthisinstructionstandsforthecommunicationbusdeveloped
byBürkertandbasedontheCANopenprotocol.
Intheseinstructions,theabbreviation“Ex”alwaysrefersto“potentiallyexplosiveatmosphere”.
english
Type 8696, REV.2

8
Intended use
2 INTENDED USE
ThePositonerType8696REV.2isdesignedtobemountedonpneumaticactuatorsofprocessvalves
forthecontrolofmedia.Thepermitteduidmediaarelistedinthetechnicaldata.
▶Usethedeviceforitsintendedpurposeonly.Non-intendeduseofthedevicemaybedangeroustopeo-
ple,nearbyequipmentandtheenvironment.
▶Correct transportation, correct storage as well as correct installation, commissioning, operation and
maintenanceareessentialforreliableandproblem-freeoperation.
▶Whenusingthedevice,observethepermitteddata,operatingconditionsandapplicationconditions.
Thisinformationcanbefoundinthecontractualdocuments,theoperatinginstructionsandonthetype
label.
▶Use the device only in conjunction with third-party devices and components recommended and autho-
rizedbyBürkert.
▶Donotusethedeviceoutdoorswithoutprotectionfromtheweather.
▶In potentially explosive atmosphere, only use devices approved for use in those areas. These devices
arelabeledwithaseparateExtypelabel.Forsuchuse,notetheinformationprovidedontheseparate
Extypelabelandtheadditionalexplosion-relatedinformationorseparateexplosion-relatedoperating
instructions.
english
Type 8696, REV.2

9
Basic safety instructions
3 BASIC SAFETY INSTRUCTIONS
These safety instructions do not consider any contingencies or incidents which occur during installation,
operation and maintenance.
Theoperatorisresponsibleforobservingthelocation-specicsafetyregulations,alsowithreferencetothe
personnel.
DANGER
Riskofinjuryfromhighpressureanddischargeofmedium.
▶Beforeworkingonthedeviceorsystem,switchothepressure.Ventordrainlines.
DANGER
Riskofinjuryfromelectricshock.
▶Beforeworkingonthedeviceorsystem,switchothepowersupply.Secureagainstreactivation.
▶Observeapplicableaccidentpreventionandsafetyregulationsforelectricalequipment.
Topreventinjury,ensurethefollowing:
▶Secure device or system to prevent unintentional activation.
▶Only trained technicians may perform installation and maintenance work.
▶Performinstallationandmaintenancewithsuitabletoolsonly.
▶Donotmakeanychangestothedeviceanddonotsubjectittomechanicalstress.
▶Operate the device only in perfect state and in consideration of the operating instructions.
▶Observethegeneralrulesoftechnology.
▶Installthedeviceaccordingtotheregulationsapplicableintherespectivecountry.
▶Donotfeedcorrosiveorammablemediaintothedeviceconnections.
▶Donotfeedanyuidsintotheconnectionsofthedevice.
▶Aftertheprocessisinterrupted,restartinacontrolledmanner.Observesequence:
1. Connect electrical or pneumatic power supply.
2. Charge the device with medium.
▶Observeintendeduse.
ATTENTION!
Electrostaticsensitivecomponentsormodules.
Thedevicecontainselectroniccomponents,whichreactsensitivelytoelectrostaticdischarge(ESD).
Contactwithelectrostaticallychargedpersonsorobjectsishazardoustothesecomponents.Intheworst
casescenario,theywillbedestroyedimmediatelyorwillfailafterstart-up.
▶ObservetherequirementsinaccordancewithEN61340-5-1andtominimizeoravoidthepossibilityof
damagecausedbysuddenelectrostaticdischarge.
▶Also ensure that you do not touch electronic components when the power supply is on.
english
Type 8696, REV.2

10
Basic safety instructions
4 GENERAL INFORMATION
4.1 Contact address
Germany
BürkertFluidControlSystem
Sales Centre
Chr.-Bürkert-Str.13-17
D-74653Ingelngen
Tel.+49(0)7940-1091111
Fax+49(0)7940-1091448
E-mail:[email protected]
International
Contactaddressescanbefoundonthenalpagesoftheprintedoperatinginstructions.
And also on the internet at:
www.burkert.com
4.2 Warranty
ThewarrantyisonlyvalidifthepositionerType8696isusedasintendedinaccordancewiththespecied
application conditions.
4.3 Trademarks
Brandsandtrademarkslistedbelowaretrademarksofthecorrespondingcompanies/associations/
organizations
Loctite  HenkelLoctiteDeutschlandGmbH
4.4 Information on the internet
TheoperatinginstructionsanddatasheetsforType8696canbefoundontheInternetat:
www.burkert.com
english
Type 8696, REV.2

11
System description
5 SYSTEM DESCRIPTION
5.1 Designated application area
The positioner Type 8696 isdesignedtobemountedonpneumaticactuatorsofprocessvalvesforthe
control of media.
5.2 Function of the positioner and combination with valve
types
Positioner Type 8696 is an electropneumatic position controller for pneumatically actuated control valves with
single-acting actuators.
Together with the pneumatic actuator, the positioner forms a functional unit.
Thecontrolvalvesystemscanbeusedforawiderangeofcontroltasksinuidtechnologyand,dependingon
theapplicationconditions,dierentprocessvalvesfromtheBürkertrangecanbecombinedwiththepositioner.
Angle seat valves, straight seat valves or diaphragm valves of the Type 2300, 2301 or 2103 with an actuator
sizeof50mmaresuitable.
“Figure 1”showsanoverviewofthepossiblecombinationsofpositioneranddierentpneumaticallyactuated
valves.Dierentvalveorices,notillustratedhere,areavailableforeachtype.Moreprecisespecicationscan
befoundontherespectivedatasheets.Theproductrangeisbeingcontinuouslyexpanded.
Positioner
Type 8696
with angle seat valve
with diaphragm valve
Figure 1: Overview of possible combinations
english
Type 8696, REV.2

12
System description
The position of the actuator is regulated according to the position set-point value. The nominal position value
isspeciedbyanexternalstandardsignal.
Pneumatically actuated piston actuators and rotary actuators can be used as an actuator. Single-acting
actuatorsareoeredincombinationwiththepositioner.
For single-acting actuators, only one chamber is aerated and deaerated during actuation. The generated
pressureworksagainstaspring.Thepistonmovesuntilthereisanequilibriumofforcesbetweencompressive
force and spring force.
5.3 Features of the valve types
Angleseatcontrolvalves/Straightseat
controlvalves DiaphragmValves
Types •2300
•2301
•2103
Features •incomingowunderseat
•no pressure surges when closing the
valve
•straightowpathofthemedium
•self-adjusting packing gland for high
leak-tightness
•medium is hermetically separated from
the actuator and environment
•cavity-freeandself-drainingbodydesign
•anyowdirectionwithlow-turbulence
ow
•steam-sterilizable
•CIP-compliant
•no pressure surges when closing the
valve
•actuatoranddiaphragmcanberemoved
when the housing is installed
Typicalmedia •water, steam and gases
•alcohols, oils, propellants, hydraulic
uids
•saltsolutions,lyes(organic)
•solvents
•neutralgasesandliquids
•contaminated,abrasiveandaggressive
media
•media of higher viscosity
Table 1: Features of the valve types
english
Type 8696, REV.2

13
System description
5.4 Model for control of third-party devices
AspecialmodelenablesthepositionerType8696tobeattachedtothird-partydevices.
Thismodelhasadierentbasichousingsothatthepilotairportscanbeconnectedtotheoutsideofthe
actuator.
Electrical connection
(circularplug-inconnector)
Exhaust air port
(label:3)
Pilot air port
(label:1)
Fasteningscrews(2x)
Pilot air outlet 22
Pilot air outlet 21
Basic housing
Figure 2: Model for third-party devices
ATTENTION!
Damageormalfunctionduetoingressofdirtandmoisture.
▶TocomplywithdegreeofprotectionIP65/IP67,connectthepilotairoutlet (onlyforCFAorCFB)which
isnotrequiredtothefreepilotairportofthethird-partydeviceorsealwithaplug.
“Inrestposition”meansthatthepilotvalvesofthepositionerType8696areisolatedornot
actuated.
Iftheambientairishumid,ahosecanbeconnectedbetweenpilotairoutlet22ofthepositionerand
theunconnectedpilotairportofthethird-partydeviceforcontrolfunctionAorcontrolfunctionB.
Asaresult,thespringchamberofthethird-partydeviceissuppliedwithdryairfromtheventduct
ofthepositioner.
Controlfunction(CF) Pneumaticconnection
Type8696withthird-partydevice
AProcess valve closed in rest position
(byspringforce)
Pilot air outlet 21
22
1)
BProcess valve open in rest position
(byspringforce)
Pilot air outlet 21
22
1)
Table 2: Pneumatic connection to third-party device
1) Connection optionally, see note.
english
Type 8696, REV.2

14
System description
5.5 Structure of the positioner
The positioner Type 8696 consists of the micro-processor controlled electronics, the position sensor and the
pilot valve system.
Theoperationofthepositionertakesplacevia2buttonsandBürkertCommunicator.
The pilot valve system for single-acting actuators consists of two solenoid valves.
5.5.1 Representation
Button 1
Communications
interface
Button 2
Pilot air port
(label:1)
Exhaust air port
(label:3)
Electrical connection
(circularplug-inconnector
M12x1)
Transparentcapremoved:
LEDs
Pressurelimitingvalve(forpro-
tection against too high internal
pressureincaseoferror)
Basic housing
Figure 3: Structure
english
Type 8696, REV.2

15
System description
5.5.2 Features
•Models
for single-acting valve actuators.
•Position sensor
Contactless and therefore non-wearing position sensor.
•Microprocessor-controlled electronics
for signal processing, control and valve control.
•Control module
Theoperationofthedevicetakesplacevia2buttonsandBürkertCommunicator.
•Pilot valve system
The control system consists of 2 solenoid valves. One valve is used to aerate and another to deaerate the
pneumatic actuator. The solenoid valves operate according to the rocker principle and are controlled with
aPWMvoltageviathecontroller.Doingsoachievesahigherexibilitywithregardtoactuatorvolumeand
nalcontrolspeed.Thedirect-actionmodelhasanoriceofDN0.6.
•Position feedback
ThepositionofthevalvecanbetransmittedtothePLCviaananalog0/4-20mAoutput(variant,without
eldbuscommunication)ordigitallyviaaeldbuscommunication(e.g.büS,IO-Link).
•Digital input (for variant without eldbus communication)
Ifavoltage>10Visapplied,safetyposition(SAFEPOS) is activated, i.e. the valve is moved to the safety
position(factorysetting,canbechangedwithcommunicationssoftware).
•Pneumatic interfaces
hose plug-in connection ∅6mm/1/4“
onrequest:threadedport
•Electrical interfaces
Circular plug-in connection
•Housing
Thehousingofthepositionerisprotectedfromexcessivelyhighinternalpressure,e.g.duetoleaks,bya
pressure limiting valve.
•Communications interface
Forexchangingprocessdataandforcongurationandparameterization.
english
Type 8696, REV.2

16
System description
5.5.3 Functional diagram of the positioner with single-acting
actuator
Thedisplayedfunctionaldiagramdescribesthefunctionofthepositioner(Type8696).
1
2
Position
controller Pilot valve system
1: Aeriation valve
2: Bleed valve
Pressure
supply
Exhaust air
Position
sensor
Actual
position
External
position
set-point value
Positioner
Pneumatic
actuator
(single-acting)
Valve
(actuator)
Figure 4: Function diagram
english
Type 8696, REV.2

17
System description
5.6 Type 8696 positioner
Thepositionsensorrecordsthecurrentposition(POS)ofthepneumaticactuator.Thepositionercompares
thisactualpositionvaluewiththeset-pointvalue(CMD).Incaseofacontroldeviation(Xd1),apulse-width
modulatedvoltagesignalissenttothepilotvalvesystemasamanipulatedvariable.Ifthereisapositivecontrol
dierenceinsingle-actingactuators,theairinletvalveiscontrolledviaoutputB1.Ifthecontroldierenceis
negative,thebleedvalveiscontrolledviaoutputE1.Inthiswaythepositionoftheactuatorischangeduntil
controldierenceis0.Z1representsadisturbancevariable.
Valve opening
ValvePilot valve
system
Position sensor
Position
controller
Position
set-point
value
CMD Xd1 B1
E1
PK
Z1
POS
Position control circuit
+-
Figure 5: Signal ow plan of positioner
5.6.1 Schematic representation of the position control Type 8696
Position set-
point value
CHARACT
SPLTRNG2) DIR.CMD2) CUTOFF X.TIME2)
X.CONTROL
DBND
POS
CMD*
CMD
DIR.ACT2) X.LIMIT2)
2) Can only be activated with communications software
Figure 6: Schematic representation of the position control
english
Type 8696, REV.2

18
System description
5.6.2 Functions of the positioner software
Basicfunctions
•Activationwithbuttons
•Parameter setting with communications software
Function Eect
Sealing function
CUTOFF
Valve closes tight outside the control range. Speci-
cationofthevalue(as%),fromwhichtheactuator
iscompletelydeaerated(when0%)oraerated
(when100%)
Characteristic correction
CHARACT
Linearizationoftheoperatingcharacteristiccanbe
implemented
Table 3: Basic functions
Basicfunctions
•Activationwithbuttonsorcommunicationssoftware
Function Eect
Standard signal3)4)
INPUT Select set-point value standard signal
Reversaloftheeectivedirectionset-pointvalue3)
DIR.CMD
Reversaloftheeectivedirectionoftheset-point
value
Automaticcalibrationofthepositioncontroller
X.TUNE
Reset to factory settings
RESET Reset to factory settings
Table 4: Basic functions
3) Only adjustable with communications software.
4) Only for variant without eldbus communication.
english
Type 8696, REV.2

19
System description
Auxiliaryfunctions
•Activation and parameter setting with communications software
Function Eect
Reversaloftheeectivedirectionoftheactuator
DIR.ACT
Assignment of the aeration status of the actuator
chambertotheactualposition.
Signal split range
SPLTRNG
Standardsignalas%forwhichthevalverunsthrough
the entire mechanical stroke range.
Stroke limit
X.LIMIT Limit the mechanical stroke range
Limit actuating time
X.TIME Limit the control speed
Control parameters
X.CONTROL Parameterize the position controller
Safety position
SAFEPOS Definitionofthesafetyposition
Cablebreakdetection5)
SIG.ERROR Congurationofsignallevelfaultdetection
Digitalinput5)
BINARY.IN Congurationofthedigitalinput
Analog output5)
OUTPUT Congurationoftheanalogoutput(variant)
Table 5: Auxiliary functions
5) Only for variant without eldbus communication.
english
Type 8696, REV.2

20
System description
5.7 Interfaces of the positioner
Input for position
set-point value6)
4 – 20 mA
0 – 20 mA
3- or 4-wire7)
Digitalinput
24VDC
Communications
interface
Positioner
Analog
positionfeedback
(variant)
Inputs Outputs
Power
Operation
6) Or via eldbus communication (büS/CANopen or IO-Link)
7) Factory setting is 4 – 20 mA, 4-wire
Figure 7: Interfaces
ThepositionerType8696mustbeoperatedin3-wireor4-wireconnection,i.e.thepower(24VDC)
issuppliedseparatelyfromtheset-pointvaluesignal.
•Input for position set-point value8)(4–20mAcorrespondsto0–100%).
•Digitalinput8)
Ifavoltage>10Visapplied,safetyposition(SAFEPOS) is activated, i.e. the valve is moved to the safety
position(factorysetting,canbechangedwithcommunicationssoftware).
•Analogpositionfeedback(variant)8)
Thepositionofthevalvecanbetransmittedviaananalog4–20mAoutputtothePLC
(4–20mAcorrespondsto0–100%).
8) Only for variant without eldbus communication.
english
Type 8696, REV.2