GE Masoneilan SVI II ESD Manual

GE Oil & Gas
Masoneilan*
SVI*II ESD
Smart Valve Interface with SIL3
Emergency Shutdown PST Controller
Installation and Maintenance Manual
GE Data Classification: Public

About this Guide
This instruction manual covers the following instruments and approved software:
Through SVI II ESD -6
with Firmware version 3.1.2 or greater
with ValVue* ESD version 1.0 or greater
with Handheld HART®Communicator with DD published for SVI II ESD
Masoneilan* Device Type 203 or 0xCB
with PRM PLUG-IN ValVue ESD version 1.0 or greater
The information contained in this manual, in whole or part, shall not be transcribed or copied without GE’s written permis-
sion.
In no case does this manual guarantee the merchantability of the positioner or the software or its adaptability to a specific
client needs.
Please report any errors or questions about the information in this manual to your local supplier or visit www.geoiland-
gas.com/valves.
U. S. Patent No. 6,957,127, Additional Patents Pending
DISCLAIMER
THESE INSTRUCTIONS PROVIDE THE CUSTOMER/OPERATOR WITH IMPORTANT PROJECT-SPECIFIC REFERENCE INFORMA-
TION IN ADDITION TO THE CUSTOMER/OPERATOR’S NORMAL OPERATION AND MAINTENANCE PROCEDURES. SINCE
OPERATION AND MAINTENANCE PHILOSOPHIES VARY, GE (GENERAL ELECTRIC COMPANY AND ITS SUBSIDIARIES AND
AFFILIATES) DOES NOT ATTEMPT TO DICTATE SPECIFIC PROCEDURES, BUT TO PROVIDE BASIC LIMITATIONS AND
REQUIREMENTS CREATED BY THE TYPE OF EQUIPMENT PROVIDED.
THESE INSTRUCTIONS ASSUME THAT OPERATORS ALREADY HAVE A GENERAL UNDERSTANDING OF THE REQUIREMENTS
FOR SAFE OPERATION OF MECHANICAL AND ELECTRICAL EQUIPMENT IN POTENTIALLY HAZARDOUS ENVIRONMENTS.
THEREFORE, THESE INSTRUCTIONS SHOULD BE INTERPRETED AND APPLIED IN CONJUNCTION WITH THE SAFETY RULES
AND REGULATIONS APPLICABLE AT THE SITE AND THE PARTICULAR REQUIREMENTS FOR OPERATION OF OTHER EQUIP-
MENT AT THE SITE.
THESE INSTRUCTIONS DO NOT PURPORT TO COVER ALL DETAILS OR VARIATIONS IN EQUIPMENT NOR TO PROVIDE FOR
EVERY POSSIBLE CONTINGENCY TO BE MET IN CONNECTION WITH INSTALLATION, OPERATION OR MAINTENANCE.
SHOULD FURTHER INFORMATION BE DESIRED OR SHOULD PARTICULAR PROBLEMS ARISE WHICH ARE NOT COVERED
SUFFICIENTLY FOR THE CUSTOMER/OPERATOR'S PURPOSES THE MATTER SHOULD BE REFERRED TO GE.
THE RIGHTS, OBLIGATIONS AND LIABILITIES OF GE AND THE CUSTOMER/OPERATOR ARE STRICTLY LIMITED TO THOSE
EXPRESSLY PROVIDED IN THE CONTRACT RELATING TO THE SUPPLY OF THE EQUIPMENT. NO ADDITIONAL REPRESENTA-
TIONS OR WARRANTIES BY GE REGARDING THE EQUIPMENT OR ITS USE ARE GIVEN OR IMPLIED BY THE ISSUE OF THESE
INSTRUCTIONS.
THESE INSTRUCTIONS ARE FURNISHED TO THE CUSTOMER/OPERATOR SOLELY TO ASSIST IN THE INSTALLATION, TEST-
ING, OPERATION, AND/OR MAINTENANCE OF THE EQUIPMENT DESCRIBED. THIS DOCUMENT SHALL NOT BE REPRO-
DUCED IN WHOLE OR IN PART TO ANY THIRD PARTY WITHOUT THE WRITTEN APPROVAL OF GE.
Copyright
All information contained herein is believed to be accurate at the time of publication and is subject to change
without notice.
Copyright 2016 by General Electric Company. All rights reserved. PN 011523-561 Rev. F

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© 2016 General Electric Company. All rights reserved.
Document Changes
Version/Date Changes
B/4-2011 Removed non-installation software-related issues (See help). Rearranged book. Updated installation.
Amended Switches description.
Registration section updated to GE logo software.
C/3-2013 Removed references to double-acting.
D/9-2013 Changed the Simplified Switch diagram in Output Switches section and added a cross reference to it
in the install section. Added Cautions about Position Low and Upper Limits.
Added text about the 4-20 retransmit galvanic isolation.
E/2-2014 Updated load description for optional switches.
F/4-2016 Updated the Installation section and the Fault Matrix.
Modified connection drawings for intrinsically safe in Appendices B and C.
Made changes to Wiring Guidelines for Position retransmit.

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Contents
1. Safety Information ...................................................................................................................................................................... 17
Introduction ................................................................................................................................................................................. 17
Terms and Abbreviations....................................................................................................................................................... 17
Acronyms.............................................................................................................................................................................. 18
Safety Symbols........................................................................................................................................................................... 19
Related Literature ..................................................................................................................................................................... 19
Reference Standards............................................................................................................................................................... 20
SVI II ESD Device Description............................................................................................................................................... 20
Designing an SIF Using an SVI II ESD ............................................................................................................................... 21
Safety Function.................................................................................................................................................................. 21
Environmental Limits....................................................................................................................................................... 21
Design Verification ........................................................................................................................................................... 22
SIL Capability....................................................................................................................................................................... 22
Connecting the SVI II ESD to the SIS Logic Solver.............................................................................................. 23
General Requirements.................................................................................................................................................... 24
Installation.................................................................................................................................................................................... 25
SVI II ESD Installation Configurations ...................................................................................................................... 25
Physical Location and Placement Guidelines...................................................................................................... 25
Pneumatic Connections................................................................................................................................................. 25
Electrical Connections .................................................................................................................................................... 25
Operation, Setup, Commissioning..................................................................................................................................... 25
Maintenance................................................................................................................................................................................ 25
Diagnostics................................................................................................................................................................................... 25
PST............................................................................................................................................................................................ 25
SVI II ESD Product Safety ....................................................................................................................................................... 27
2. Introduction .................................................................................................................................................................................... 29
ValVue ESD Overview .............................................................................................................................................................. 29
ValVue ESD Software............................................................................................................................................................... 30
ValVue ESD Trial Version................................................................................................................................................ 30
System Requirements..................................................................................................................................................... 31
Available Models................................................................................................................................................................ 32
About This Manual .................................................................................................................................................................... 32

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3. Software Installation and Setup ...........................................................................................................................................33
Install ValVue ESD and PRM Plug-In..................................................................................................................................33
Installing ValVue ESD Software...................................................................................................................................33
Installing the Yokogawa® PRM Plug-In ..................................................................................................................37
Registering ValVue ESD...........................................................................................................................................................49
Entering Software Keys ..................................................................................................................................................53
4. Installation and Setup ................................................................................................................................................................55
Overview ........................................................................................................................................................................................55
SVI II ESD Dimensions and Weights..........................................................................................................................56
Pre-Installation Issues .............................................................................................................................................................57
Storage...................................................................................................................................................................................57
Unpacking.............................................................................................................................................................................57
Installation ....................................................................................................................................................................................57
Physical Location and Placement Guidelines ......................................................................................................58
Mounting the SVI II ESD on Rotary Valves..............................................................................................................61
Travel Sensor Alignment ................................................................................................................................................63
Mounting the SVI II ESD with NAMUR Kits..............................................................................................................64
Mounting the SVI II ESD on Reciprocating Valves ..............................................................................................66
Checking the Magnet ......................................................................................................................................................69
Using ValVue ESD to Check Magnet Position .......................................................................................................69
Checking Actuator, Linkages, or Rotary Adapter ...............................................................................................70
Connecting the Tubing and Air Supply....................................................................................................................71
Checking the Air Supply..................................................................................................................................................73
Wiring the SVI II ESD.........................................................................................................................................................73
Powering Up the SVI II ESD ...........................................................................................................................................78
Making Connections to the Terminal Board .........................................................................................................83
SVI II ESD Maintenance ...........................................................................................................................................................84
Repair and Replacement ...............................................................................................................................................84
Factory Notification..........................................................................................................................................................84
Display Cover Removal and Installation.................................................................................................................85
5. Configuration and Calibration ...............................................................................................................................................87
Overview.......................................................................................................................................................................................87
SVI II ESD Setup...........................................................................................................................................................................87
Configuration...............................................................................................................................................................................88
Configuration with Pushbutton Display ..........................................................................................................................88
Calibration with Pushbutton Display................................................................................................................................91
Calibration using Auto Tune.........................................................................................................................................92
Correct for Over Travel....................................................................................................................................................92
Adjust Input Signal Range .............................................................................................................................................93
Configuring with ValVue ESD ...............................................................................................................................................94
Starting ValVue ESD/ESDVue .......................................................................................................................................94
Check-out with a HART® Handheld Communicator ................................................................................................95

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6. Using the Digital Interfaces ..................................................................................................................................................... 97
Overview........................................................................................................................................................................................ 97
Local Display and Pushbuttons .................................................................................................................................. 97
HART® Handheld Communicator ............................................................................................................................. 97
ValVue ESD ........................................................................................................................................................................... 98
Pushbuttons and Local Display .......................................................................................................................................... 98
Accessing Pushbuttons ............................................................................................................................................... 100
Pushbutton Locks and Configuration-Lock Jumper...................................................................................... 100
Display Menus.......................................................................................................................................................................... 102
NORMAL Operating Mode and MANUAL Mode Menus................................................................................. 102
Configure Menu............................................................................................................................................................... 103
Calibration Menu ............................................................................................................................................................ 105
PST Configuration Menu ............................................................................................................................................. 106
VIEW DATA Menu............................................................................................................................................................ 107
PST CONF (VIEW DATA) Menu ................................................................................................................................... 109
VIEW ERR............................................................................................................................................................................ 110
Clear Error.................................................................................................................................................................................. 111
FAILSAFE Mode................................................................................................................................................................ 111
Handheld Communicator................................................................................................................................................... 112
ValVue ESD ................................................................................................................................................................................ 113
7. Partial Stroke Testing .............................................................................................................................................................. 115
Overview..................................................................................................................................................................................... 115
Partial Stroke Test Diagnostics ........................................................................................................................................ 116
PST Configuration................................................................................................................................................................... 116
PST Configuration with Display Menu................................................................................................................... 116
PST Setup with ValVue ESD................................................................................................................................................ 118
PST Data from ESDVue ................................................................................................................................................ 118
8. Operation and Maintenance ............................................................................................................................................... 121
Operational Overview........................................................................................................................................................... 121
SVI II ESD Applications and Designated Safety Function Activation...................................................... 122
Additional Features ....................................................................................................................................................... 123
Physical and Operational Description .......................................................................................................................... 124
SVI II ESD Components......................................................................................................................................................... 125
Electronics Module ........................................................................................................................................................ 125
Output Switches.............................................................................................................................................................. 127
Pneumatic Module......................................................................................................................................................... 130
Optional Display and Pushbuttons ........................................................................................................................ 131
SVI II ESD Maintenance........................................................................................................................................................ 131
Repair and Replacement............................................................................................................................................ 131
Factory Notification....................................................................................................................................................... 132
Display Cover Removal and Installation.............................................................................................................. 132
Upgrading Firmware............................................................................................................................................................. 134
Tools Required ................................................................................................................................................................. 134
Installing Firmware Upgrade.................................................................................................................................... 134

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9. Troubleshooting ......................................................................................................................................................................... 135
Overview ..................................................................................................................................................................................... 135
Internal Diagnostics............................................................................................................................................................... 135
FAILSAFE Mode ............................................................................................................................................................... 136
Accessing Diagnostic Information.................................................................................................................................. 136
Error Messages on LCD........................................................................................................................................................ 137
Positioner Fault Messages ......................................................................................................................................... 137
Return to Normal Operation...................................................................................................................................... 137
VIEW ERR Diagnostics Messages ............................................................................................................................ 138
Fault Matrix................................................................................................................................................................................ 139
Troubleshooting with ESDVue .......................................................................................................................................... 153
Appendix A. Specifications and References .......................................................................................................................155
Physical and Operational Specifications ..................................................................................................................... 155
Models and Applications ..................................................................................................................................................... 161
Hazardous Area Certifications ................................................................................................................................. 161
SVI II ESD Models............................................................................................................................................................. 164
Appendix B. Installing an SVI II ESD in a Natural Gas Environment .........................................................................165
Remote Actuator Vent Gas Connection....................................................................................................................... 167
Remote Gas Piping......................................................................................................................................................... 167
Single Acting Installation............................................................................................................................................. 167
Appendix C. HART® Wiring Configurations ........................................................................................................................169
Overview ..................................................................................................................................................................................... 169
System Connections.............................................................................................................................................................. 169
HART® Wiring Guidelines ................................................................................................................................................... 171
SVI II ESD Setups ............................................................................................................................................................. 172
Grounding Practices...................................................................................................................................................... 174
Compliance Voltage in Single Drop Current Mode ......................................................................................... 175
Wire Size and Conduit .................................................................................................................................................. 176
HART® Physical Layer Compliance of the Control System................................................................................. 177
Impedance Constraints ............................................................................................................................................... 177
Noise Constraints ........................................................................................................................................................... 177
Cabling and Interconnection Requirements...................................................................................................... 178
Capacitance vs. Length of Cable for HART®..................................................................................................... 178
HART® Filter Required for Certain Control System Output Circuits ....................................................... 178
Split Range Applications...................................................................................................................................................... 179
Setting Loop Addresses for Split Range Systems............................................................................................ 179
Multiple Output Circuit Control System................................................................................................................ 181
Isolators .............................................................................................................................................................................. 182
Supplemental Power Supply ..................................................................................................................................... 184
Verify Wiring and Connections................................................................................................................................. 184
Required Practices for Explosion Proof Installations ............................................................................................. 186
Clarification of Terminology ...................................................................................................................................... 186
Recommended Practice for Severe or Humid Environments.................................................................... 186

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HART® DCV Setup.................................................................................................................................................................. 187
HART® Module Positions............................................................................................................................................ 187
Field Wiring ....................................................................................................................................................................... 187
Appendix D. HART® Communications with Intrinsic Safety ........................................................................................ 189
Overview..................................................................................................................................................................................... 189
HART® Barrier Compliance ............................................................................................................................................... 190
Output Channel Isolation.................................................................................................................................................... 191
HART® Filter Requirements............................................................................................................................................... 191
Modem and Computer Use in Intrinsically Safe Circuits...................................................................................... 193
MACTek® Intrinsically Safe modem, Model 010005...................................................................................... 193
MACTek® Warning ....................................................................................................................................................... 193
Use of Hand-held Communicators In Intrinsically Safe Circuits .............................................................. 193
Appendix E. Air to Open and Air to Close Actuators ........................................................................................................ 195
Actuator Action........................................................................................................................................................................ 195
Appendix F. Air Supply Requirements .................................................................................................................................... 199
Appendix G. Adjusting Speed of Response .......................................................................................................................... 201
Appendix H. Glossary ..................................................................................................................................................................... 203

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List of Figures
1 SVI II ESD................................................................................................................................................................................29
2 ValVue ESD CD Browser .................................................................................................................................................33
3 Software Choice.................................................................................................................................................................34
4 Install Shield Wizard.........................................................................................................................................................34
5 License Agreement...........................................................................................................................................................35
6 Choose Destination Location.......................................................................................................................................35
7 Ready to Install...................................................................................................................................................................36
8 ValVue ESD CD Browser .................................................................................................................................................37
9 Software Choice.................................................................................................................................................................38
10 PRM Plug-In Main Screen...............................................................................................................................................38
11 PRM Central Server License Agreement.................................................................................................................39
12 PRM Central Server Destination Folder...................................................................................................................39
13 PRM Central Server Database Directory Destination Folder.........................................................................40
14 Ready to Install...................................................................................................................................................................41
15 PRM Central Server Dialog ............................................................................................................................................41
16 PRM Central Server Dialog II.........................................................................................................................................41
17 PRM Central Server Dialog III .......................................................................................................................................42
18 Database Directory Reminder.....................................................................................................................................42
19 ValVue ESD CD Browser .................................................................................................................................................43
20 Software Choice.................................................................................................................................................................44
21 PRM Plug-In Main Screen...............................................................................................................................................44
22 Install Shield PRM Plug-In ..............................................................................................................................................45
23 PRM Plug-In License Agreement................................................................................................................................45
24 PRM Plug-In Destination Folder..................................................................................................................................46
25 Choose Folder .....................................................................................................................................................................46
26 PRM Plug-In Client Database Location Destination Folder............................................................................47
27 Choose Folder .....................................................................................................................................................................47
28 Ready to Install...................................................................................................................................................................48
29 Owner and Product Key Registration Window....................................................................................................49
30 Applying Owner and Product Key Information ...................................................................................................50
31 Software and Mux Key Window .................................................................................................................................50
32 Launching Registration Window................................................................................................................................51
33 Registration Window ....................................................................................................................................................... 51

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12 | =GE Oil & Gas
34 Save Registration Information.....................................................................................................................................52
35 Registration File Saved Dialog.....................................................................................................................................52
36 Registration Email Sent Dialog ....................................................................................................................................53
37 Entering Software Key.....................................................................................................................................................53
38 Entering Mux Unlock Key ...............................................................................................................................................54
39 Successful Registration Message...............................................................................................................................54
40 SVI II ESD Exploded View ................................................................................................................................................55
41 SVI II ESD Dimensions ......................................................................................................................................................56
42 Camflex with Mounting Bracket (Side View)..........................................................................................................61
43 Namur 20/30 mm Mounting Kit..................................................................................................................................64
44 Namur 50 mm Mounting Kit.........................................................................................................................................65
45 Magnet Holder for Reciprocating Valves................................................................................................................66
46 Reciprocating Valve Mounting Bracket...................................................................................................................66
47 Reciprocating Linkage.....................................................................................................................................................67
48 Lever for Model 87/88 Multispring Actuator .........................................................................................................68
49 ValVue ESD for Checking Magnet Position ............................................................................................................70
50 Air Ports on Single Acting PST Controller ................................................................................................................72
51 Analog Safety Demand (ASD) Configuration.........................................................................................................75
52 Discrete Safety Demand (DSD) Configuration......................................................................................................75
53 Analog with Discrete Safety Demand (A/DSD) Configuration.......................................................................76
54 Connections to ASD Electronics Module (via Terminal Board)......................................................................81
55 Connections to DSD Electronics Module (via Terminal Board) .....................................................................82
56 Connections to A/DSD Electronics Module (via Terminal Board).................................................................82
57 SVI II ESD Pneumatic and Display Covers ..............................................................................................................85
58 Configuration Pushbutton Guide................................................................................................................................90
59 ValVue ESD Icon .................................................................................................................................................................94
60 SVI II ESD HART® Communicator Connections...................................................................................................95
61 SVI II ESD Display................................................................................................................................................................98
62 NORMAL Operation and MANUAL Menu Structures.......................................................................................102
63 CONFIGure Menu ............................................................................................................................................................103
64 CALIBration Menu...........................................................................................................................................................105
65 PST CONFiguration Menu............................................................................................................................................106
66 VIEW DATA Menu ............................................................................................................................................................108
67 PST CONFiguration (VIEW DATA) Menu.................................................................................................................110
68 View Err Menu...................................................................................................................................................................110
69 FAILSAFE Menu ................................................................................................................................................................112
70 PST Configuration Pushbutton Menu ....................................................................................................................117
71 PST Diagnostic Graph Example................................................................................................................................118
72 PST Benefits.......................................................................................................................................................................119
73 Block Diagram with I/P Converter and Pressure Sensor..............................................................................124
74 Simplified Switch Installation Drawing: Correct Configuration.................................................................128
75 Simplified Switch Installation Drawing: Configuration Not Allowed .......................................................128
76 Pneumatic Module with Single Acting Relay......................................................................................................130
77 SVI II ESD Pneumatic and Display Covers ...........................................................................................................132
78 SVI II ESD Model Numbering......................................................................................................................................164
81 General Purpose and Explosion Proof Installation..........................................................................................173

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82 Intrinsically Safe Installation ..................................................................................................................................... 174
83 Selecting Set Options - Tools Menu on Connected Devices Screen ....................................................... 180
84 Selecting Set Options - Right Click on Connected Devices Screen ......................................................... 180
85 ValVue ESD Setup Options for Multidrop............................................................................................................. 181
86 Split Range with Isolator ............................................................................................................................................. 183
87 Split Range with Supplemental Power Supply - Non-Hazardous............................................................ 185
88 HART® Device in DCV Application.......................................................................................................................... 187
89 Intrinsically Safe Installation with Zener Barrier and HART® Filter......................................................... 190
90 Intrinsically Safe Installation with Galvanic Isolator ...................................................................................... 192
91 ATO and ATC Action with Linear Positioner Characteristics....................................................................... 196
92 ATO and ATC Action in Percentage of Positioner Characteristics............................................................ 197

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List of Tables
1 Proof Test Steps .................................................................................................................................................................26
2 ValVue Software Installation Sizes............................................................................................................................31
3 Software Requirements..................................................................................................................................................31
4 SVI II ESD Installation Steps ..........................................................................................................................................57
5 Travel Sensor Alignment ................................................................................................................................................63
6 Reciprocating Valve Mounting Hole and Turnbuckle Length ....................................................................... 68
7 Pneumatic Connections/Air Supply Requirements ...........................................................................................71
8 SVI II ESD Models and Functionality .........................................................................................................................81
9 VIEWDATA Settings...........................................................................................................................................................89
10 Pushbutton Display Menus...........................................................................................................................................99
11 Pushbutton Lock Security Level............................................................................................................................... 100
12 SVI II ESD Fault Matrix .................................................................................................................................................. 139
13 Environmental Specifications................................................................................................................................... 155
14 Safety Rated Inputs....................................................................................................................................................... 156
15 Operational Specifications......................................................................................................................................... 156
16 Input Signal, Power, and Display Specifications .............................................................................................. 157
17 Construction Material Specifications .................................................................................................................... 157
18 System Connectivity...................................................................................................................................................... 158
19 Pneumatics Single Acting Standard Flow........................................................................................................... 158
20 Control Valve Mounting System .............................................................................................................................. 159
21 ESD and Diagnostic Capabilities ............................................................................................................................. 159
22 Device ID Information .................................................................................................................................................. 160
23 Burst Mode Data Return ............................................................................................................................................. 160
24 SVI II ESD Model Features........................................................................................................................................... 161
25 SVI II ESD Physical Attributes .................................................................................................................................... 161
27 CSA International Certifications............................................................................................................................... 162
28 FM Approvals.................................................................................................................................................................... 162
29 Temperature Class......................................................................................................................................................... 162
26 ATEX Approvals................................................................................................................................................................ 162
30 Immunity Performance................................................................................................................................................ 163
31 Radiation Performance ............................................................................................................................................... 163
32 Compliance Voltage for Single Channel Zener with 22 AWG Cable Installation .............................. 175
33 Compliance Voltage for Galvanic Isolator with 22 AWG Cable Installation ....................................... 175

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34 Compliance Voltage for No Barrier with HART® Filter and Resistor and 18 AWG Cable .............176
35 Supplemental Voltage for Split Range..................................................................................................................184

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1. Safety Information
Introduction
This section provides information necessary to design, install, verify and maintain a Safety
Instrumented Function (SIF) utilizing a Masoneilan Smart Valve Interface, SVI II ESD. This manual
provides necessary requirements for meeting the IEC 61508 or IEC 61511 functional safety
standards.
Terms and Abbreviations
The following terms and abbreviations are related to safety functions of the SVI II ESD and are
used throughout this document.
Safety Freedom from unacceptable risk of harm.
Functional
Safety
The ability of a system to carry out the actions necessary to achieve or to main-
tain a defined safe state for the equipment / machinery / plant / apparatus
under control of the system.
Basic Safety The equipment must be designed and manufactured such that it protects
against risk of damage to persons by electrical shock and other hazards and
against resulting fire and explosion. The protection must be effective under all
conditions of the nominal operation and under single fault condition.
Safety
Assessment
The investigation to arrive at a judgment - based on evidence - of the safety
achieved by safety-related systems.
Fail-Safe State State where the SVI II ESD is de-energized and has exhausted Actuator 1 in a sin-
gle acting configuration or has caused Actuator 1 to be at an equal or lower
pressure than Actuator 2 in a dual acting configuration.
Fail Safe Failure that causes the valve to go to the defined fail-safe state without a
demand from the process.
Fail Dangerous Failure that does not respond to a demand from the process (i.e. being unable to
go to the defined fail-safe state).

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18 | =GE Oil & Gas
Fail Dangerous
Undetected
Failure that is dangerous and that is not being diagnosed by auto-
matic stroke testing.
Fail Dangerous Detected Failure that is dangerous but is detected by automatic stroke testing.
Fail Annunciation
Undetected
Failure that does not cause a false trip or prevent the safety function
but does cause loss of an automatic diagnostic and is not detected
by another diagnostic.
Fail Annunciation Detected Failure that does not cause a false trip or prevent the safety function
but does cause loss of an automatic diagnostic or false diagnostic
indication.
Fail No Effect Failure of a component that is part of the safety function but that has
no effect on the safety function.
Low Demand Mode Mode, where the frequency of demands for operation made on a
safety-related system is no greater than twice the proof test fre-
quency.
Acronyms
The following acronyms are related to safety functions of the SVI II ESD and are used
throughout this document.
FMEDA Failure Modes, Effects and Diagnostic Analysis
HFT Hardware Fault Tolerance
MOC Management of Change. These are specific procedures often done
when performing any work activities in compliance with government
regulatory authorities.
PFDavg Average Probability of Failure on Demand
PST Partial Stroke Test, a test used to detect failure modes in the posi-
tioner, actuator, and valve assembly.
SFF Safe Failure Fraction, the fraction of the overall failure rate of a
device that results in either a safe fault or an diagnosed unsafe fault.
SIF Safety Instrumented Function, a set of equipment intended to reduce
the risk due to a specific hazard (a safety loop).
SIL Safety Integrity Level, discrete level (one out of a possible four) for
specifying the safety integrity requirements of the safety functions to
be allocated to the E/E/PE safety-related systems where Safety
Integrity Level 4 has the highest level of safety integrity and Safety
Integrity Level 1 has the lowest.
SIS Safety Instrumented System – Implementation of one or more Safety
Instrumented Functions. A SIS is composed of any combination of
sensor (s), logic solver (s), and final element (s).

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© 2016 General Electric Company. All rights reserved.
Safety Symbols
Conventions used in this manual are as follows:
Italicized letters are used when referencing a term used in the program display
window.
Italics is used for emphasis on important items.
Fields where data is entered or user-entered data is italicized.
Actions performed on buttons, checkboxes, etc. appear bolded. For example: Click
Done.
NOTE Indicates important facts and conditions.
CAUTION Indicates a potentially hazardous situation, which if not avoided
may result in property damage or data loss.
WARNING Indicates a potentially hazardous situation, which if not avoided
may result in death or serious injury.
Related Literature
Listed below are documents related to the SVI II ESD.
TUV Certificate No. SAS0016/07, Vers. 1.0
Hardware Document SVI II ESD Quick Start Guide, MN-SVI-ESD_QSG-GEA19520
SVI II ESD SIL 3 Partial Stroke Test Device, BW500-ESD
Guidelines/
References
Safety Integrity Level Selection – Systematic Methods
Including Layer of Protection Analysis, ISBN 1-55617-777-1,
ISA
Control System Safety Evaluation and Reliability, 2nd Edition,
ISBN 1-55617-638-8, ISA
Safety Instrumented Systems Verification, Practical
Probabilistic Calculations, ISBN 1-55617-909-9, ISA

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Reference Standards
Listed below are Functional Safety reference standards related to the SVI II ESD:
IEC 61508: 2000 – Functional safety of electrical/electronic/programmable electronic
safety-related systems
ANSI/ISA 84.00.01-2004 (IEC 61511 Mod.) Functional Safety – Safety Instrumented
Systems for the Process Industry Sector
SVI II ESD Device Description
An ESD valve is a valve that operates to ensure that the process is brought to its safe state.
During normal operation, these ESD valves are typically energized to stay open (ATO). In case
of an unsafe situation, the ESD valve is de-energized by the Safety System. The SVI II ESD
device performs this shutdown function for Safety Instrumented Functions (SIF) that require
field devices to be certified for safety related applications according to IEC61508 as certified
by TUV for use up to SIL3 with an HFT of 0 in low demand applications. The built-in
microprocessor is used for valve diagnostics only. The microprocessor has no direct role in
performing the designated safety function therefore the SVI II ESD is considered a Type A
device.
The SVI II ESD is a valve controller which mounts on a pneumatically actuated valve assembly.
Its role is to position an emergency shutdown valve to 0% or 100% with a PFDavg in
accordance with IEC61508 for SIL3 application.
Because of its capability of monitoring data from its embedded sensors, the SVI II ESD is
capable of validating the health of its integral components. In addition, due to the ability of
partially stroking, the ESD valve while in normal operations (energized to stay open - ATO); it
becomes possible to validate the health of the valve and actuator assembly. Configurable
time based testing of the ESD valve reduces the PFDavg by detecting dangerous failures.