Burkert 8694 User manual

Operating Instructions
Type 8694 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, 2018 - 2021
Operating Instructions 2102/03_EN-EN_00815304 / Original DE

3
Table of ConTenTs
1ABOUT THESE INSTRUCTIONS ............................................................................................................7
1.1 Symbols........................................................................................................................................7
1.2 Denitionofterms........................................................................................................................ 8
1.3 Firmwarechanges........................................................................................................................8
2INTENDED USE ......................................................................................................................................9
3BASIC SAFETY INSTRUCTIONS .........................................................................................................10
4GENERAL INFORMATION....................................................................................................................11
4.1 Contactaddress.........................................................................................................................11
4.2 Warranty .....................................................................................................................................11
4.3 Trademarks.................................................................................................................................11
4.4 Informationontheinternet ........................................................................................................11
5SYSTEM DESCRIPTION.......................................................................................................................12
5.1 Intendedapplicationarea..........................................................................................................12
5.2 Functionofthepositionerandcombinationwithvalvetypes .................................................12
5.3 Featuresofthevalvetypes........................................................................................................13
5.4 Structureofthepositioner.........................................................................................................14
5.4.1 Representation ...........................................................................................................14
5.4.2 Features ......................................................................................................................15
5.4.3 Function diagram of the positioner with single-acting actuator .................................16
5.5 Type8694positioner(positioncontroller).................................................................................17
5.5.1 Schematic representation of the position control Type 8694 .....................................17
5.5.2 Functions of the position controller software .............................................................18
5.6 Interfacesofthepositioner ......................................................................................................20
6TECHNICAL DATA ................................................................................................................................21
6.1 Conformity..................................................................................................................................21
6.2 Standards ...................................................................................................................................21
6.3 Licenses .....................................................................................................................................21
6.4 Operatingconditions .................................................................................................................21
PositionerType8694REV.2
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6.5 Mechanicaldata.........................................................................................................................21
6.6 Pneumaticdata..........................................................................................................................22
6.7 Typelabels .................................................................................................................................22
6.7.1 Type label....................................................................................................................22
6.7.2 UL additional label......................................................................................................22
6.8 Electricaldata ............................................................................................................................23
6.8.1 Electricaldata,withouteldbuscommunication........................................................23
6.8.2 Electrical data, IO-Link ...............................................................................................24
6.8.3 Electrical data, büS.....................................................................................................24
6.9 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........................................................................26
7.3 Congurationofthebuttons........................................................................................................ 28
7.4 FunctionoftheDIPswitches....................................................................................................... 30
7.5 DisplayoftheLEDs...................................................................................................................... 32
7.5.1 Device status display..................................................................................................32
7.5.2 Status LED, green.......................................................................................................34
7.6 Errormessages............................................................................................................................. 35
7.6.1 Messagesfordevicestatus„Outofspecication“ ....................................................35
7.6.2 Messages: Actuator moves to safety position .............................................................35
8INSTALLATION......................................................................................................................................37
8.1 Safetyinstructions .....................................................................................................................37
8.2 InstallationofthepositionerType8694onprocessvalvesofseries2103,2300and2301...37
8.3 InstallingthepositionerType8694onprocessvalvesbelongingtoseries26xxand27xx...... 40
8.4 Rotatingtheactuatormodule....................................................................................................44
8.5 Rotatingthepositionerforprocessvalvesbelongingtoseries26xxand27xx .....................46
9PNEUMATIC INSTALLATION................................................................................................................47
9.1 Safetyinstructions .....................................................................................................................47
9.2 Connectingthedevicepneumatically.......................................................................................47
9.3 Manualactuationoftheactuatorviapilotvalves.....................................................................48
9.3.1 Single-acting actuators (control function A and B).....................................................48
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10 ELECTRICALINSTALLATION24VDC ................................................................................................50
10.1 Safetyinstructions .....................................................................................................................50
10.2 Electricalinstallationwithcircularplug-inconnector ..............................................................50
10.2.1 Designation of the contacts Type 8694 ......................................................................50
10.2.2 Connection of the positioner Type 8694.....................................................................51
10.3 Electricalinstallationwithcablegland......................................................................................53
11 ELECTRICALINSTALLATION,IO-LINK................................................................................................ 56
12 ELECTRICALINSTALLATION,BÜS .....................................................................................................57
13 START-UP .............................................................................................................................................58
13.1 Safetyinstructions .....................................................................................................................58
13.2 Specifyingthestandardsettings ..............................................................................................58
13.2.1 Running the automatic adjustment X.TUNE .............................................................. 58
13.3 SettingwithBürkertCommunicator..........................................................................................60
13.3.1 Connecting IO-Link device with Bürkert Communicator............................................60
13.3.2 Connecting büS device with Bürkert Communicator .................................................61
14 IO-LINK .................................................................................................................................................62
14.1 Information,IO-Link ...................................................................................................................62
14.2 Technicalspecications,IO-Link ..............................................................................................62
14.2.1 Congurationoftheeldbus ......................................................................................62
15 BÜS.......................................................................................................................................................63
15.1 Information,büS.........................................................................................................................63
15.2 Congurationoftheeldbus.....................................................................................................63
16 OPERATION AND FUNCTION..............................................................................................................64
16.1 Basicfunctions............................................................................................................................. 64
16.1.1 DIR.CMD -
Reversaloftheeectivedirectionofthepositionerset-pointvalue ..........................65
16.1.2 CUTOFF -
Sealing function for the positioner..............................................................................66
16.1.3 CHARACT -
Characteristic correction between input signal (position set-point value) and stroke 67
16.1.4 INPUT -
Enter the standard signal............................................................................................69
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16.1.5 RESET -
Reset to factory settings.............................................................................................70
16.1.6 X.TUNE -
Automatic calibration of the position controller..........................................................70
16.2 Auxiliaryfunctions........................................................................................................................ 71
16.2.1 DIR.ACT -
Reversaloftheeectivedirectionoftheactuator......................................................72
16.2.2 SPLTRNG -
Signal split range ........................................................................................................73
16.2.3 X.LIMIT -
Stroke limit..................................................................................................................74
16.2.4 X.TIME -
Limit actuating time ....................................................................................................75
16.2.5 X.CONTROL -
Control parameters of the positioner..........................................................................76
16.2.6 SAFPOS -
Denitionofthesafeposition .....................................................................................76
16.2.7 SIG.ERROR -
Congurationofcablebreakdetection(onlyforvariantwithouteldbus
communication) ..........................................................................................................77
16.2.8 BINARY.IN (variant) -
Congurationofthedigitalinput(onlyforvariantwithouteldbuscommunication) .77
16.2.9 OUTPUT (variant) -
Congurationoftheanalogoutput(onlyforvariantwithouteldbus
communication) ..........................................................................................................78
16.2.10 Setting the LED mode, device status .........................................................................78
17 SAFETY END POSITIONS ....................................................................................................................79
17.1 Safetyendpositionsafterfailureoftheelectricalorpneumaticauxiliarypower...................79
18 MAINTENANCE ....................................................................................................................................80
18.1 Safetyinstructions .....................................................................................................................80
18.2 Serviceattheairintakelter.....................................................................................................81
19 ACCESSORIES .....................................................................................................................................82
19.1 Communicationssoftware.........................................................................................................82
20 DISASSEMBLY .....................................................................................................................................83
20.1 Safetyinstructions .....................................................................................................................83
20.2 Disassemblythepositioner .......................................................................................................83
21 TRANSPORTATION,STORAGE,DISPOSAL........................................................................................85
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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.
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About these instructions
1.2 Denition of terms
Intheseinstructionstheterm“device”denotesthefollowingdevicetypes:
Positioner Type 8694 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”.
1.3 Firmware changes
Asofrmware
version
Changes
A.1.6 Displayof“valvepositionhalf-way“changedfrom“LEDo“to“LEDislitwhite
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Intended use
2 INTENDED USE
ThePositonerType8694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.
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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.
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Basic safety instructions
4 GENERAL INFORMATION
4.1 Contact address
Germany
Bürkert Fluid Control System
Sales Center
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8694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 8694 can be found on the Internet at:
www.burkert.com
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System description
5 SYSTEM DESCRIPTION
5.1 Intended application area
The positioner Type 8694 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 8694 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belongingtoseries2103,2300,2301,26xxor27xxfrom
the Bürkert range can be combined with the positioner. Angle-seat valves, diaphragm valves or ball valves
ttedwithacontrolconearesuitable.
“Figure1”showsanoverviewofthepossiblecombinationsofpositioneranddierentpneumaticallyactuated
valves.Dierentactuatorsizesandvalvenominalwidths,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 8694
with angle seat valve
Type 2702
with diaphragm
valve
Type 2730
with angle seat valve
Type 2300
with straight seat valve
Type 2301
Figure 1: Overview of possible combinations
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System description
The position of the actuator is regulated according to the position set-point value. The position set-point 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 in the actuator. 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 Ballvalves Flapvalves
Types •2300
•2301
•2702
•2712
•2103
•2730
•2731
•2652
•2655
•2658
•2672
•2675
Features •incomingowunder
seat
•no closing impact
•straightowpathof
the medium
•self-adjusting
stungboxforhigh
leak-tightness
•medium is hermeti-
cally 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 closing impact
•actuator and dia-
phragm can be
removed when the
body is installed
•scrapable
•minimum dead
space
•unaectedby
contamination
•little pressure loss
compared to other
valve types
•seat and seal can
be exchanged in
the three-piece ball
valve when installed
Note
can be used as
process controller
only
•unaectedby
contamination
•little pressure
loss compared
to other valve
types
•inexpensive
•low construction
volume
Typical
media
•water, steam and
gases
•alcohols, oils, propel-
lants,hydraulicuids
•salt solutions, lyes
(organic)
•solvents
•neutral gases and
liquids
•contaminated,
abrasive and
aggressive media
•media of higher
viscosity
•neutral gases and
liquids
•clean water
•slightly aggressive
media
•neutral gases
and liquids
•slightly
aggressive
media
Table 1: Features of the valve types
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System description
5.4 Structure of the positioner
The positioner Type 8694 consists of the micro-processor controlled electronics, the position sensor and the
pilot valve system. The positioner is operated via 2 buttons and a 4-pole DIP switch. The pilot valve system
for single-acting actuators consists of 2 solenoid valves.
5.4.1 Representation
LED
Electrical connection
(cable gland M16 x 1.5
or circular plug-in connector M12 x 1)
Buttons
DIP Switches
Transparent cap
Pressure limiting valve
(for protection against
too high internal
pressure in case of error)
Body casing
Pressure supply
connection (label: 1)
Exhaust air con-
nection (label: 3)
Communications
interface
Air intake
lter
(exchangeable)
Additional exhaust air port (label: 3.1)
only for Type 23xx and 2103
withpilotvalvesystemforhighairowrate
(actuator size ø 130)
Basic housing
Figure 2: Structure
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System description
5.4.2 Features
•Models
for single-acting valve actuators.
•Position sensor
Contactless and therefore wear-free position sensor.
•Microprocessor-controlled electronics
for signal processing, control and valve control.
•Control module
The device is controlled via 2 buttons and a 4-pole DIP switch.
2 LEDs (1 RGB LED for device status and 1 green LED for communication interface status) indicate dif-
ferent statuses of the device
•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lowairowratemodelhasanoriceofDN0.6.Inlargerpneumaticactuatorsthe
solenoidvalvesfeaturediaphragmamplierstoincreasethemaximumowandthereforetoimprovethe
dynamics (DN 2.5).
•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 interface
Electrical interface
•Pneumatic interfaces
G1/8“connections
hose plug-in connection Ø6 mm
•Electrical interfaces
Circular plug-in connector or cable
gland
•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.
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Type 8694 REV.2

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System description
5.4.3 Function diagram of the positioner with single-acting actuator
The illustrated function diagram describes the function of the positioner (Type 8694).
Pilot valve
system
1
2
Position
controller
Pilot valve system
1: Aeration 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 3: Function diagram
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Type 8694 REV.2

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System description
5.5 Type 8694 positioner (position controller)
The position sensor records the current position (POS) of the pneumatic actuator. The position controller com-
paresthisactualpositionvaluewiththeset-pointvalue(CMD)whichisdenableasstandardsignal.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
Valve
Pilot valve
system
Position sensor
Position
controller
Position
set-point
value
CMD Xd1 B1
E1
PK
Z1
POS
Position control
circuit
+-
Figure 4: Signal ow plan of position controller
5.5.1 Schematic representation of the position control Type 8694
büS, IO-Link
4 – 20 mA1)
0 – 20 mA
CHARACT
SPLTRNG2) DIR.CMD CUTOFF X.TIME2)
X.CONTROL
DBND
POS
CMD*
CMD
DIR.ACT2) X.LIMIT2)
1) Factory setting
2) Can only be activated with communications software
Figure 5: Schematic representation of position control
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Type 8694 REV.2

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System description
5.5.2 Functions of the position controller software
Basicfunctions
•Activation via DIP switches
•Parameter setting via 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 %)
(see chapter “7.4FunctionoftheDIPswitches”).
Characteristic correction
CHARACT
Linearization of the operating characteristic can be
implemented (see chapter “7.4FunctionoftheDIP
switches”).
Reversaloftheeectivedirectionset-pointvalue
DIR.CMD
Reversaloftheeectivedirectionoftheset-point
value
(see chapter “7.4FunctionoftheDIPswitches”).
Table 2: Basic functions
Basicfunctions
•Activation with buttons or communications software
Function Eect
Standard signal3)
INPUT Select set-point value standard signal
Automatic calibration of the position controller
X.TUNE
Reset to factory settings
RESET Reset to factory settings
Table 3: Basic functions
3) Only adjustable with communications software
Only for variant without eldbus communication.
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Type 8694 REV.2

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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 detection4)
SIG.ERROR Congurationofsignallevelfaultdetection
Digital input4)
BINARY.IN Congurationofthedigitalinput
Analog output4)
OUTPUT Congurationoftheanalogoutput(variant)
Table 4: Auxiliary functions
4) Only for variant without eldbus communication.
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System description
5.6 Interfaces of the positioner
Input for position
set-point value5)
4 – 20 mA
0 – 20 mA
3- or 4-wire6)
Digital input
24 V DC
Communications
interface
Positioner
Analog
position feedback
(variant)
Inputs Outputs
Power
Operation
5) Or via eldbus communication (büS/CANopen or IO-Link)
6) Factory setting is 4 – 20 mA, 4-wire
Figure 6: Interfaces
ThepositionerType8694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 value7) (4 – 20 mA corresponds to 0 – 100 %
(depending on position of DIP switch 1)).
•Digital input7)
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)7)
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 %).
7) Only for variant without eldbus communication.
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Type 8694 REV.2