Endress+Hauser OTR31 User manual

Operating Instructions
Temperature switch OTR31,
OTR35
For safe measurement, monitoring and control of
process temperatures
80 50
%%
BA00229O/09/EN/15.20
71509927
2020-11-30
Valid as of version
01.02 (device version)

Temperature switch OTR31, OTR35 Table of contents
3
Table of contents
1 About this document ........... 4
1.1 Document function ................... 4
1.2 Symbols used ........................ 4
2 Basic safety instructions ....... 6
2.1 Requirements for the personnel ........ 6
2.2 Intended use ........................ 6
2.3 Workplace safety .................... 6
2.4 Operational safety ................... 6
2.5 Product safety ....................... 7
2.6 IT security .......................... 7
3 Incoming acceptance and
product identification .......... 7
3.1 Incoming acceptance ................. 7
3.2 Product identification ................. 8
3.3 Nameplate .......................... 8
3.4 Name and address of manufacturer ..... 8
3.5 Certificates and approvals ............. 9
3.6 Hygiene standard .................... 9
3.7 Storage and transport ................. 9
4 Mounting ........................ 9
4.1 Mounting requirements ............... 9
4.2 Mounting the device ................ 10
5 Electrical connection .......... 12
5.1 Connecting requirements ............ 12
6 Operating options ............. 15
6.1 Local operation ..................... 15
6.2 Access to the operating menu via the
operating tool ...................... 24
7 Diagnostics and
troubleshooting ............... 25
7.1 General troubleshooting ............. 25
7.2 Firmware history ................... 26
8 Maintenance .................. 26
8.1 Cleaning ........................... 27
9 Repair .......................... 27
9.1 Disposal ........................... 27
10 Accessories .................... 28
10.1 Device-specific accessories ............ 28
10.2 Communication-specific accessories ... 30
11 Technical data ................. 31
11.1 Input .............................. 31
11.2 Output ............................ 32
11.3 Power supply ....................... 33
11.4 Output ............................ 33
11.5 Environment ....................... 33
11.6 Process ............................ 34
11.7 Mechanical construction ............. 37
11.8 Certificates and approvals ............ 40

About this document Temperature switch OTR31, OTR35
4
1 About this document
1.1 Document function
These Operating Instructions contain all the information that is required in various phases of
the life cycle of the device: from product identification, incoming acceptance and storage, to
mounting, connection, operation and commissioning through to troubleshooting,
maintenance and disposal.
1.2 Symbols used
1.2.1 Safety symbols
DANGER
This symbol alerts you to a dangerous situation. Failure to avoid this situation will result in
serious or fatal injury.
WARNING
This symbol alerts you to a dangerous situation. Failure to avoid this situation can result in
serious or fatal injury.
CAUTION
This symbol alerts you to a dangerous situation. Failure to avoid this situation can result in
minor or medium injury.
NOTICE
This symbol contains information on procedures and other facts which do not result in
personal injury.
1.2.2 Electrical symbols
Symbol Meaning
Direct current
Alternating current
Direct current and alternating current
Ground connection
A grounded terminal which, as far as the operator is concerned, is grounded via a
grounding system.
Protective Earth (PE)
A terminal which must be connected to ground prior to establishing any other
connections.
The ground terminals are situated inside and outside the device:
• Inner ground terminal: Connects the protectiv earth to the mains supply.
• Outer ground terminal: Connects the device to the plant grounding system.

Temperature switch OTR31, OTR35 About this document
5
1.2.3 Symbols for certain types of information
Symbol Meaning
Permitted
Procedures, processes or actions that are permitted.
Preferred
Procedures, processes or actions that are preferred.
Forbidden
Procedures, processes or actions that are forbidden.
Tip
Indicates additional information.
Reference to documentation
A
Reference to page
Reference to graphic
Notice or individual step to be observed
1.
,
2.
,
3.
… Series of steps
Result of a step
Help in the event of a problem
Visual inspection
1.2.4 Symbols in graphics
Symbol Meaning Symbol Meaning
1, 2, 3,... Item numbers
1.
,
2.
,
3.
… Series of steps
A, B, C, ... Views A-A, B-B, C-C, ... Sections
-
Hazardous area
.
Safe area (non-hazardous area)

Basic safety instructions Temperature switch OTR31, OTR35
6
2 Basic safety instructions
2.1 Requirements for the personnel
The personnel for installation, commissioning, diagnostics and maintenance must fulfill the
following requirements:
‣Trained, qualified specialists must have a relevant qualification for this specific function
and task.
‣Are authorized by the plant owner/operator.
‣Are familiar with federal/national regulations.
‣Before starting work, read and understand the instructions in the manual and
supplementary documentation as well as the certificates (depending on the application).
‣Follow instructions and comply with basic conditions.
The operating personnel must fulfill the following requirements:
‣Are instructed and authorized according to the requirements of the task by the facility's
owner-operator.
‣Follow the instructions in this manual.
2.2 Intended use
The device is a temperature switch for monitoring, displaying and controlling process
temperatures. The device is designed to meet state-of-the-art safety requirements and
complies with applicable standards and EC regulations. The device can, however, be a source
of danger if used incorrectly or for anything other than the purpose for which it was intended.
The manufacturer is not liable for damage caused by using the device incorrectly or for
purposes for which it was not intended.
2.3 Workplace safety
For work on and with the device:
‣Wear the required personal protective equipment according to federal/national
regulations.
If working on and with the device with wet hands:
‣Due to the increased risk of electric shock, gloves must be worn.
2.4 Operational safety
The measuring system meets the general safety requirements according to EN 61010-1 and
the EMC requirements according to IEC/EN 61326 in addition to NAMUR recommendations
NE 21, NE 43 and NE 53.
• Functional safety:
The device has been developed according to the IEC 61508 and IEC 61511-1 (FDIS)
standards. The device version with a PNP switch output and additional analog output is
fitted with mechanisms for error detection and prevention within the electronics and
software.
• Hazardous area:
The device is not approved for use in hazardous areas.

Temperature switch OTR31, OTR35 Incoming acceptance and product identification
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Risk of injury!
‣Operate the device in proper technical condition and fail-safe condition only.
‣The operator is responsible for interference-free operation of the device.
Modifications to the device
Unauthorized modifications to the device are not permitted and can lead to unforeseeable
dangers:
‣If modifications are nevertheless required, consult with the manufacturer.
Repair
To ensure continued operational safety and reliability:
‣Carry out repairs on the device only if they are expressly permitted.
‣Observe federal/national regulations pertaining to the repair of an electrical device.
‣Use only original spare parts and accessories from the manufacturer.
2.5 Product safety
This measuring device is designed in accordance with good engineering practice to meet state-
of-the-art safety requirements, has been tested, and left the factory in a condition in which it
is safe to operate.
It meets general safety standards and legal requirements. It also complies with the EC
directives listed in the device-specific EC Declaration of Conformity. The manufacturer
confirms this by affixing the CE mark to the device.
2.6 IT security
Our warranty is valid only if the device is installed and used as described in the Operating
Instructions. The device is equipped with security mechanisms to protect it against any
inadvertent changes to the settings.
IT security measures, which provide additional protection for the device and associated data
transfer, must be implemented by the operators themselves in line with their security
standards.
3 Incoming acceptance and product identification
3.1 Incoming acceptance
Proceed as follows on receipt of the device:
1. Check whether the packaging is intact.
2. If damage is discovered:
Report all damage immediately to the manufacturer.
3. Do not install damaged material, as the manufacturer cannot otherwise guarantee
compliance with the safety requirements and cannot be held responsible for the
consequences that may result.

Incoming acceptance and product identification Temperature switch OTR31, OTR35
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4. Compare the scope of delivery to the contents of the order.
5. Remove all the packaging material used for transportation.
3.2 Product identification
The device can be identified in the following ways:
Nameplate specifications
3.3 Nameplate
The nameplate illustrated below is designed to help users identify specific product
information, such as the serial number, design, variables, configuration and device approvals:
Thermophant T
Order Code: TTR3x-xxxxxxxx
Ser.No.: xxxxxxxxxxxxxx
TAG No.: Xxxxxxxxxxxxxxxxxx
Xxxxxxxxxxxxxxxxxx
Rel.: XX.YY.ZZ
Pt100 (-50 … 150°C)
-40°C < Ta < 85°C
IP6X
Output < 250 mA
Current consump. 60mA
12 - 30V DC
PNP / 4...20mA
1
4
3
2
L+
L-
1 2
1
23
4
5
6
7
8910
11
A0008138
 1 Nameplate for device identification
1 Manufacturer's details
2 Order code
3 Serial number
4 Tag number
5 Release number
6 Connection data
7 Connection diagram
8 Measuring range
9 Ambient temperature
10 Degree of protection
11 Approvals
Compare and check the data on the nameplate of the device against the requirements of
the measurement point.
3.4 Name and address of manufacturer
Name of manufacturer: Endress+Hauser Wetzer GmbH + Co. KG
Address of manufacturer: Obere Wank 1, D-87484 Nesselwang or www.endress.com

Temperature switch OTR31, OTR35 Mounting
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3.5 Certificates and approvals
3.5.1 CE mark
The product meets the requirements of the harmonized European standards. As such, it
complies with the legal specifications of the EC directives. The manufacturer confirms
successful testing of the product by affixing to it the CE-mark.
3.6 Hygiene standard
• EHEDG certification, TYPE EL CLASS I. Permitted process connections in accordance with
EHEDG, see 'Process connections' section →  37
• 3-A Authorization No. 1144. 3-A Sanitary Standard. Permitted process connections in
accordance with 3-A, see also "Process connections" section→  37
• FDA-compliant
3.7 Storage and transport
Pack the device so that it is reliably protected against impact when it is stored (and
transported). The original packaging offers the best protection.
Storage temperature –40 to +85 °C (–40 to +185 °F)
4 Mounting
4.1 Mounting requirements
Do not turn the device into the process connection thread at the housing. Always install
the device at the hexagonal screw of the sensor module (→  2,  10, item 1). using a
suitable open-ended wrench (see table →  38).
Self-draining in the process must be guaranteed. If there is an opening to detect leaks at
the process connection, this opening must be at the lowest possible point.

Mounting Temperature switch OTR31, OTR35
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4.2 Mounting the device
A
1
B
C
120 °C
120 °C
120 °C
A
C
120 °C
120 °C
2
3
≥ 3°
≥ 3°
U
Lt
Dtdt
C
120 °C
3
A0011644
 2 Installation options for temperature monitoring in pipelines
1 Hexagonal screw of sensor module
2 Temperature switch
3 Temperature switch for use in hygienic processes
4.2.1 General installation instructions
• Installation at elbows, against the direction of flow (A).
• Installation in smaller pipes, inclined against the direction of flow (B).
• Installation perpendicular to the direction of flow (C).
Installation of hygiene version at a min. angle of 3° to guarantee self-draining.
• The local display can be rotated electronically by 180°: "Local operation", →  15.
• The housing can be rotated up to 310°.

Temperature switch OTR31, OTR35 Mounting
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Ambient temperature range
Ta–40 to +85 °C (–40 to +185 °F)
4.2.2 Installation instructions when installing in hygienic processes
1 2 3
R0.4 R0.4
1.1
1.2
1.3
1.4
1.5
2.1
2.2
2.3 3.1
3.2
A0044659
 3 Detailed installation instructions for hygiene-compliant installation
1 Milk pipe connection according to DIN 11851 (PL, PG, PH connection), only in conjunction with
EHEDG-certified and self-centering sealing ring
1.1 Sensor with milk pipe connection
1.2 Groove slip-on nut
1.3 Counterpart connection
1.4 Centering ring
1.5 Sealing ring
2 Varivent® and APV-Inline (LB, LL, HL connection)
2.1 Sensor with Varivent® connection
2.2 Counterpart connection
2.3 O-ring
3 Clamp according to ISO 2852 (DB, DL connection), EHEDG certified only in conjunction with seal
according to EHEDG position paper
3.1 Molded seal
3.2 Counterpart connection
The requirements of the EHEDG and the 3-A Sanitary Standard must be adhered to.
Installation instruction EHEDG/cleanability: Lt ≤ (Dt-dt)
Installation instruction 3-A/cleanability: Lt ≤ 2(Dt-dt)

Electrical connection Temperature switch OTR31, OTR35
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In the case of weld-in connections, exercise the necessary degree of care when performing the
welding work on the process side:
1. Use suitable welding material.
2. Flush-weld or weld with welding radius ≥ 3.2 mm (0.13 in).
3. Avoid crevices, folds or gaps.
4. Ensure the surface is mechanically polished, Ra ≤ 0.76 µm (30 µin).
Pay attention to the following when installing the thermometer to ensure that the cleanability
is not affected:
1. The installed sensor is suitable for CIP (cleaning in place). Cleaning is carried out in
combination with tubing/piping or tank/vessel. In the case of internal tank fixtures
using process connection nozzles, it is important to ensure that the cleaning assembly
sprays this area directly so that it is cleaned properly.
2. The Varivent® connections enable flush-mounted installation.
NOTICE
The following action must be taken if a sealing ring (O-ring) or seal fails:
‣The thermometer must be removed.
‣The thread and the O-ring joint/sealing surface must be cleaned.
‣The sealing ring or seal must be replaced.
‣CIP must be performed after installation.
5 Electrical connection
5.1 Connecting requirements
5.1.1 DC voltage version with M12x1 connector
According to the 3-A Sanitary Standard and EHEDG electrical connecting cables must be
smooth, corrosion-resistant and easy to clean.

Temperature switch OTR31, OTR35 Electrical connection
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4...20mA
4...20mA
L–
L–
L–
L–
L+
L+
L+
L+
2
22
21
11
1
3
33
34
44
4
R1 Rx
R1
R1
A2’
A4
A4’
A3
Rx
A0043603
 4 Pin assignment on M12x1 connector
Item no. Output setting
A1 1x PNP switch output
A2 2 x PNP switch output R1 and m (R2)
A2’ 2x PNP switch output R1 and m (diagnostics/NC contact for "DESINA"
setting)
A3 1x PNP switch output and 1x analog output (4 to 20 mA)
A4 1x analog output (4 to 20 mA) and 1x PNP switch output m (R2)
A4’ 1x analog output (4 to 20 mA) and 1x PNP switch output m
(diagnostics/NC contact with "DESINA" setting)
LWARNING
Observe the following to avoid damaging the analog input of a PLC:
‣Do not connect the active PNP switch output of the device to the 4 to 20 mA input of a PLC.
DESINA: distributed and standardized installation technology for machine tools and
manufacturing systems, →  15.
R2 = diagnostics/NC contact (for more information on DESINA, see www.desina.de)

Electrical connection Temperature switch OTR31, OTR35
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5.1.2 DC voltage version with valve connector
1
3
L–
L+
2
R
B
A0035798
Item no. Output setting
B 1x PNP switch output

Temperature switch OTR31, OTR35 Operating options
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6 Operating options
6.1 Local operation
The device is operated via three keys. The digital display and the light emitting diodes (LED)
assist navigation through the operating menu.
1
E
4
5
2
3
A0044663
 5 Position of the operating elements and possibilities for display
1 Operating keys
2 Digital display: illuminated white (= ok); red (= alarm/error)
3 Yellow LED for switching states: LED on = switch closed; LED off = switch open
4 Communication jack for PC configuration
5 LED for status display: green = OK; red = error/fault; flashing red/green = warning
To prevent damage to the keys, do not operate them with a pointed object!

Operating options Temperature switch OTR31, OTR35
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6.1.1 Navigation in the operating menu
AB
E
E
EE
E
EE E E E
> 3 s
> 3 s
E
SAVE
BASE
1.
2.
3.
4.
5.
5.
6.
7.
A0035802
 6 Navigation in the operating menu
A Function group selection
B Function selection
1. To enter the operating menu, press the E key for longer than 3 s.
2. Select the "Function group" with the + or − key.
3. Select the "Function" with the E key.
4. If software locking is enabled, it must be disabled before making entries or changes.
Enter and change the parameters with the + or − key.
5. Press the E key to return to "Function".
6. Press the E repeatedly to return to "Function group" until the relevant function group is
reached.
7. To return to the measuring position (Home), press the E key for longer than 3 s.
8. To display the prompt to save data (press + or − to select the option "YES" or "NO"),
confirm with the E key.
If "YES" is selected when asked to save the data, changes are made to the parameter
settings.

Temperature switch OTR31, OTR35 Operating options
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6.1.2 Structure of the operating menu for 1x or 2x switch output
BASE
OUT
OUT2
(optional)
SERV
UNIT
FUNC
FNC2
SIM
SIM2
PRES
LOCK
DISP
DESI
ZERO
GET’Z
TAU
SP
SP2
RSP
RSP2
TSP
TSP2
MAX’
TRSP
TRS2
MIN’
REV’C
LST’A
CODE
°C
WINC
WINC
OFF
OFF
NO
0
PV
NO
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0
0
0
°F
HYNC
HYNC
OPEN
OPEN
YES
PVRO
YES
SPRO
K
WINO
WINO
CLOS
CLOS
SP OFF
HYNO
HYNO
OFFR
E+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+ +
+
+
+ +
E
E
E
ABC
+
-
+
-
+
-
+
-
A0008102
 7 Operating menu: A function groups, B functions, C settings

Operating options Temperature switch OTR31, OTR35
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6.1.3 Structure of the operating menu for 1x switch output and 1x analog
output4 to 20 mA
For devices with an analog output, both output 1 and output 2 can be configured as an analog
output. It is also possible to configure output 1 and output 2 as a switch output.

Temperature switch OTR31, OTR35 Operating options
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A0008103
 8 Operating menu: A function groups, B functions, C settings
The function group 4-20 is available only if the 4 to 20 mAanalog output (4-20) is
selected under FUNC or FNC2 in function group OUT or OUT2.

Operating options Temperature switch OTR31, OTR35
20
6.1.4 Basic settings
Function
group
Function Settings Description
BASE UNIT Technical unit °C
°F
K
Select unit on display:
°C, °F, K factory setting: °C
ZERO Zero point
configuration
0.0 Position adjustment:
within ±10 °C/K (18 °F) of the upper sensor limit
GETZ Zero point
adoption
0.0 No settings possible (not available in the PC software)
DISP Display PV
PVR0
SP
SPRO
OFF
OFFR
PV: Display measured value
PVRO: Display of measured value rotated by 180°
SP: Display set switch point
SPRO: Display of set switch point rotated by 180°
OFF: Display off
OFFR: Display off rotated by 180°
Factory setting: current measured value (PV)
TAU Damping: display
value, output signal
0.0 Damping of measured value or display value and output: 0 (no
damping) or 9 to 40 s (in increments of 1 s)
Factory setting: 0 s
BASE DESI DESINA NO
YES
The PIN assignment of the M12 connector is in accordance with
the guidelines of DESINA.
Factory setting: NO
DESINA can be selected only if output 1 and 2 are
selected.
6.1.5 Output setting - 1x or 2x switch output
•Hysteresis function
The hysteresis function enables two-point control via a hysteresis. Depending on the
temperature T, the hysteresis can be set via the switch point SP and the switchback point
RSP.
•Window function
The window function allows a process temperature range to be monitored.
•NO contact or NC contact
This switch function is freely selectable.