K-Patents SAFE-DRIVE PR-23-SD User manual

Installation Instructions for
K-Patents SAFE-DRIVE™
Process Refractometer PR-23-SD
Upgrade Kits
IM-EN-SDI21UPG
May 1, 2017
Upgrading to
Generation 2.1

E󰀨ective: May 1, 2017
2
Contents
Section 1 Background information ..................................................................................................... 3
Section 2 Identifying your SAFE-DRIVE system version ................................................................. 4
2.1 Generation 1 .................................................................................................................. 4
2.2 Generation 2 .................................................................................................................. 5
Section 3 Upgrading from Generation 1 to Generation 2.1 .............................................................. 6
3.1 Upgrade options............................................................................................................. 6
3.1.1 SDR2-KIT for Isolation valve and Retractor ...................................................... 6
3.1.2 SN2-KIT for Prism wash nozzle for steam......................................................... 6
3.1.3 WP2-KIT for Prism wash nozzle for high pressure water.................................. 7
3.2 Before installation .......................................................................................................... 8
3.2.1 Components checklist........................................................................................ 8
3.3 Installation.................................................................................................................... 10
3.3.1 Safety requirements......................................................................................... 10
3.3.2 Locking bracket installation in Generation 1 Isolation valve............................ 10
3.3.3 Removal of Generation 1 Nozzle assembly .................................................... 10
3.3.4 Installation of Generation 2.1 Nozzle assembly .............................................. 12
Section 4 Upgrading from Generation 2 to Generation 2.1 ............................................................ 13
4.1 SDR2-KIT-2.1 for documentation and parts ................................................................ 13
4.2 Before installation ........................................................................................................ 13
4.2.1 Components checklist...................................................................................... 13
4.3 Installation.................................................................................................................... 14
4.3.1 Labels............................................................................................................... 14
4.3.2 Safety pins and cable wires ............................................................................. 15
4.4 Upgrade report form .................................................................................................... 16

© Copyright K-Patents 2017. All rights reserved. 3
Installation Instructions for
K-Patents SAFE-DRIVE™
Process Refractometer PR-23-SD
Upgrade Kits
1 Background information
We have upgraded the SAFE-DRIVE safety documentation. The new Generation 2.1
improvements in the safety instructions allow for better understanding of the most signicant
safety parameters, and emphasize di󰀨erent safety layers, check-points and parts that must
be in place when operating the SAFE-DRIVE equipment.
The safety pin and safety clip are attached to the retractor handle with a cable wire.
Furthermore, contrasting colors and marks are used to highlight the safety check points (see
Figure 1). For instance, the safety bracket between the isolation valve and the retractor is
painted in red to draw the user’s attention. For safe insertion and retraction of the sensor,
the user must lock the bracket with the safety pin or a padlock. Locking is possible only
when the bayonets of the outer casing and isolation valve are aligned, and it secures that
the casing is properly mounted.
Figure 1 Examples of the upgraded safety documentation.
K-Patents strongly recommends all SAFE DRIVE Generation 1 and 2 users to update to
the latest Generation 2.1 as a preventative measure to enhance the product safety. The
upgrade from Generation 1 to Generation 2.1 should be scheduled during the next
upcoming shut-down. The upgrade from Generation 2 to Generation 2.1 does not require
a shut-down of the process line and can be implemented immediately.

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4
2 Identifying your SAFE-DRIVE system version
2.1 Generation 1
Generation 1 System components are shown in Figure 2. In this system version the SDI
isolation valve (No. 2) and the Retractor (No. 3) do not have locking brackets. Also the wash
nozzle assembly (3a, b, c) is of original design.
Figure 2 Generation 1 System components.

Installation Instructions for K-Patents SAFE-DRIVE Process Refractometer PR-23-SD Upgrade Kits
© Copyright K-Patents 2017. All rights reserved. 5
2.2 Generation 2
Generation 2 re-engineered components are shown in Figure 3. In this system version the
other components remain intact, but the Isolation valve and Retractor (No. 1) have locking
brackets (No. 2) and a safety pin (No. 3), but no locking pin. Generation 2 Retractors have
a product label G2 on the handle indicating that the Retractor is of Generation 2. Also the
wash nozzle assembly (4, 4a, b) has been re-designed and it has a safety pin (No. 3).
Figure 3 Generation 2 re-engineered system components.
Figure 4 Generation 2 locking brackets (highlighted with red color) mounted on the Isolation valve
and Retractor

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6
3 Upgrading from Generation 1 to Generation 2.1
3.1 Upgrade options
3.1.1 SDR2-KIT for Isolation valve and Retractor
The SDR2-KIT consists of parts for upgrading the existing Isolation valve and replacing the
Retractor and all SAFE-DRIVE safety documentation with new ones. The kit contains a new
Retractor tool (complete kit consisting of the inner and outer casing), a PR-11026 locking
bracket and new SAFE-DRIVE safety guides and instructions.
When multiple isolation valves are to be operated with the same Retractor tool, it is
recommended to specify and order one SDR2-KIT and additional Locking brackets PR-
11026 for each upgraded isolation valve.
It is recommended to dispose of the old Retractor Tool(s) and earlier versions
of safety documentation to avoid their accidental use.
Model and Description Part No.
SDR2-KIT = Retractor upgrade kit to SDR2-23, Gen 2.1 SDR2-KIT
Consisting of the following:
SDR2-23 = SAFE-DRIVE Generation 2.1 RETRACTOR SDR2-23
PR-11026 = Locking bracket for SDI isolation valve PR-11026
Complete with Best Practices manual, Pocket guides,
laminated insertion/retraction guides, upgrade
installation instructions (this document)
Additional locking brackets
PR-11026 = Locking bracket for SDI isolation valve PR-11026
3.1.2 SN2-KIT for Prism wash nozzle for steam
The SN2-KIT contains parts for upgrading steam wash nozzle with added safety features
during the insertion and removal operation. The kit contains operational and safety guides.
Model and Description Part No.
SN2-KIT = Steam wash upgrade to SN2 SN2-KIT
Consisting of the following:
PR-11023 = SDI2 Steam wash nozzle SN2 PR-11023
PR-11025 = Nozzle isolation valve assembly for SDI2 PR-11025
Complete with safety pin and cable wire, Best Practice
manual, Pocket guide, laminated insertion/retraction
guide, upgrade installation instructions (this document)

Installation Instructions for K-Patents SAFE-DRIVE Process Refractometer PR-23-SD Upgrade Kits
© Copyright K-Patents 2017. All rights reserved. 7
3.1.3 WP2-KIT for Prism wash nozzle for high pressure water
The WP2-KIT contains parts for upgrading high pressure wash nozzle with added safety
features during the insertion and removal operation. The kit contains operational and
safety guides.
Model and Description Part No.
WP2-KIT = High pressure water upgrade kit to WP2 WP2-KIT
Consisting of the following:
PR-11024 = SDI2 High pressure water wash nozzle WP2 PR-11024
PR-11025 = Nozzle isolation valve assembly for SDI2 PR-11025
Complete with safety pin and cable wire, Best Practice
manual, Pocket guide, laminated insertion/retraction
guide, upgrade installation instructions (this document)

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8
3.2 Before installation
3.2.1 Components checklist
Before starting installation, make sure you have all the tools and components listed in Figure
5 and 6.
Figure 5 System components included in K-Patents delivery
1
1a
Retractor SDR2-23, Generation 2.1
containing Safety pin, clip and cable wire connected on retractor handle
2 Locking bracket PR-11026
3 - 5
4
4a
4b
3, 5
Orders with Wash nozzle assembly contain the following components:
Wash nozzle assembly SN2-KIT or WP2-KIT
containing nozzle locking plate
2 pcs of M5 bolt
Safety pin and cable wire for prism nozzle isolation valve connected on wash nozzle
assembly
6 SAFE-DRIVE pocket guide IM-EN-SDI21-PG
7 SAFE-DRIVE pocket guide for installation IM-EN-SDI21INST-PG
8 SAFE-DRIVE Process refractometer PR-23-SD Generation 2.1 Best Practices
IM-EN-SDGEN21-BP
9 Laminated instructions for removal and insertion of SAFE-DRIVE Process refractometer
NOTE: If any of components are missing, contact your supplier before starting installation.
SAFE-DRIVE
TM
G2.1
®
SAFE-DRIVE
TM
G2.1
®
PROCESS
REFRACTOMETER
PR-23
POCKET
GUIDE
POCKET
GUIDE
4
5
6
7
8
9
2
1
3
1a
4a
4b
23SD-008

Installation Instructions for K-Patents SAFE-DRIVE Process Refractometer PR-23-SD Upgrade Kits
© Copyright K-Patents 2017. All rights reserved. 9
Figure 6 Installation equipment
1 Retractor inner casing Supplied by K-Patents
2 Retractor outer casing Supplied by K-Patents
3 Combination wrenches, 32 mm (1 pc), 14 mm (1 pc), 8 mm (1 pc)
4 Allen keys 8 mm (1 pc), 5 mm (1 pc)
5
5a
5b
Torque wrench
open end tting 19 mm
hex bit socket 8 mm
6
6a
6b
Screw driver
Phillips head
Flathead
7 Pliers
8 Thread seal tape
9 Pocket guide for insertion and retraction of sensor and wash
nozzle
Supplied by K-Patents
10 Laminated instructions for insertion and removal of SAFE-DRIVE
sensor
Supplied by K-Patents
11 SAFE-DRIVE Process refractometer PR-23-SD Generation 2.1
Best Practices IM-EN-SDGEN21-BP
Supplied by K-Patents
PROCESS
REFRACTOMETER
PR-23
POCKET
GUIDE
SAFE-DRIVE
TM
G2.1
®
1
2
3
4
5
6b
6a
7
8
5b
10
11
5a
9
23SD-009

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10
3.3 Installation
3.3.1 Safety requirements
WARNING: The SAFE-DRIVE Isolation valve SDI can only be upgraded during a shutdown
of the process line.
WARNING: Always shut down the main steam valve before performing any work on the
wash nozzle. Ensure process pipe is empty and not pressurized.
For more safety requirements, please see the safety instructions included in the delivery.
3.3.2 Locking bracket installation in Generation 1 Isolation
valve
1. Remove top left bolt
2. Insert safety locking bracket according to Figure 3
3. Tighten all four bolts to 36Nm (26lb ft).
Figure 7 Locking bracket installed
3.3.3 Removal of Generation 1 Nozzle assembly
WARNING: Always shut the main steam valve before performing any work on the wash
nozzle. Ensure process pipe is empty and not pressurized.

Installation Instructions for K-Patents SAFE-DRIVE Process Refractometer PR-23-SD Upgrade Kits
© Copyright K-Patents 2017. All rights reserved. 11
Figure 8 Removal of Gen 1 nozzle assembly
1. Close the steam connections
2. Detach the steam line
3. Open safety cover M5 Allen screw (1)
4. Detach the safety cover over the nozzle nut (2)
5. Remove three M5x8 screws (3, 4)
6. Remove nozzle guide plate (5)
7. Open the large nozzle nut (6)
Figure 9 Removal of Gen 1 nozzle asembly
8. Remove nozzle assembly.

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12
3.3.4 Installation of Generation 2.1 Nozzle assembly
Figure 10 Installation of the Gen 2.1 wash nozzle
To re-install the wash nozzle assembly:
1. Insert the wash nozzle assembly to its place (1). Tighten up 32 mm nozzle nut with a
combination wrench.
2. Place the nozzle guide plate in the correct position and tighten the two (2) M5 bolts (2)
3. Secure the wash nozzle bolts with a locking plate (3, 4).
4. Pass pin and ring through end loop of retaining wire and pull tight to connect the cable
wire on nozzle isolation valve.
5. Lock the safety pin on the nozzle plate.
1
2
3 4
Pass pin and ring
through end loop
of retaining wire
and pull tight

Installation Instructions for K-Patents SAFE-DRIVE Process Refractometer PR-23-SD Upgrade Kits
© Copyright K-Patents 2017. All rights reserved. 13
4 Upgrading from Generation 2 to Generation 2.1
4.1 SDR2-KIT-2.1 for documentation and parts
The SDR2-KIT-2.1 consists of parts for upgrading the existing Generation 2 Retractor and
replacing all SAFE-DRIVE safety documentation with new ones.
When multiple Generation 2 wash nozzles are upgraded, it is recommended to specify and
order additional Safety pins and cable wires for prism nozzle isolation valve PR-11040
for each upgraded nozzle assembly.
It is recommended to dispose of the earlier versions of the safety documentation to
avoid their accidental use.
The upgrade from Generation 2 to Generation 2.1 does not require a shut-down of the
process line and can be implemented immediately.
4.2 Before installation
Before starting installation, make sure you have all the components listed in Figure 11.
4.2.1 Components checklist

E󰀨ective: May 1, 2017
14
Figure 11 Upgrade documents and parts included in K-Patents delivery
1 Installation instructions for K-Patents Safe-Drive Process refractometer PR-23-SD
Upgrade kits IM-EN-SDI21-UPG (this document)
2 Safety pin, clip and cable wire for Retractor handle PR-11040
3 Safety pin, clip and cable wire for prism nozzle isolation valve PR-11041
4 Yellow locking bracket safety label for Retractor
5 Product version information label for Retractor handle
6 Removal/insertion instruction label for Retractor
7 SAFE-DRIVE pocket guide IM-EN-SDI21-PG
8 SAFE-DRIVE pocket guide for installation IM-EN-SDI21INST-PG
9 SAFE-DRIVE Process refractometer PR-23-SD Generation 2.1 Best Practices IM-EN-
SDGEN21-BP
10 Laminated instructions for removal and insertion of SAFE-DRIVE Process refractometer
11 Upgrade Report Form URF to be completed and returned to K-Patents
4.3 Installation
4.3.1 Labels
First place the new labels on Retractor:
- Yellow locking bracket safety label is placed next to the locking bracket so that the red part
is aligned with the bracket.
- Removal-insertion instructions label is placed next to the handle, the top part nearest to
the handle.
- Product label indicating the SAFE-DRIVE Retractor code and Generation 2.1 is placed on
the retractor handle. It replaces the former G2 label.
Installation Instructions for
K-Patents SAFE-DRIVE
®
Process Refractometer PR-23-SD
Upgrade Kits
IM-EN-SDI21UPG
Installation Instructions for
K-Patents SAFE-DRIVE
®
Process Refractometer PR-23-SD
Upgrade Kits
IM-EN-SDI21UPG
POCKET
GUIDE
POCKET
GUIDE
CLOSED
OPEN
SAFE-DRIVE
TM
G2.1
®
When you are upgrading your existing SAFE-DRIVE documentation and parts from Generation 1 or 2 to
Generation 2.1., please complete the Upgrade Report form and return it to us at your earliest
convenience. This important information is required for our data records and it enables us to provide you with
quality product and customer support.
UPGRADE IS TO BE IMPLEMENTED IN THE FOLLOWING LOCATION:
End user: _________________________________________________________________________________
End user country: ___________________________________________________________________________
End user city: ______________________________________________________________________________
End user contact: ___________________________________________________________________________
UPGRADE IS TO BE IMPLEMENTED IN THE FOLLOWING EQUIPMENT:
Product name:
Product code:
Serial Number as indicated in
the Retractor (if available) and
Sensor nameplate:
*SAFE-DRIVE Retractor
SDR
*SAFE-DRIVE Refractometer Sensor
PR-23-SD-62-FXS-GP-SC
10200
* Example
MAIL OR E-MAIL THE COMPLETED FORM TO:
K-PATENTS OY
TECHNICAL SUPPORT
P.O. BOX 77
FI-01511 VANTAA
FINLAND
[email protected]
UPGRADE REPORT FORM URF
SAFE-DRIVE™PROCE SS
REFRACTOMETER PR-23-SD
GENERATION 2.1
Area: All
Effective:
May 1, 2017
Page 1 / 1
1
2
3
4
56
7
8
9
11
10

Installation Instructions for K-Patents SAFE-DRIVE Process Refractometer PR-23-SD Upgrade Kits
© Copyright K-Patents 2017. All rights reserved. 15
SAFE-DRIVE TM G2.1
®
SAFE-DRIVE
TM
G2.1
®
CLOSED
OPEN
Safe-Drive casing
locking bracket
23SD-015
Figure 12 Placing the labels
4.3.2 Safety pins and cable wires
The locking pin assembly is looped over the Retractor handle. Pull the safety clip and safety
pin through the loop on the end of the wire to secure the assemply to the Retractor.

E󰀨ective: May 1, 2017
16
1
2
3
23SD-005
Figure 13 Attaching the cable wire with safety pin and clip
For installing the wash nozzle safety wire, see Figure 10.
4.4 Upgrade report form
You can nd an Upgrade Report Form URF in the upgrade kit SDR2-KIT-2.1 delivery.
Once the equipment has been upgraded, please complete and return the Upgrade Report
Form back to K-Patents via mail or e-mail to:
K-PATENTS OY
TECHNICAL SUPPORT
P.O.BOX 77
FI-01511 VANTAA
FINLAND
[e-mail]
The form is requested for keeping the installation data records up to date on SAFE-DRIVE
generations in the eld. Accurate data records are vital part of K-Patents technical and
product support.

Installation Instructions for K-Patents SAFE-DRIVE Process Refractometer PR-23-SD Upgrade Kits
© Copyright K-Patents 2017. All rights reserved. 17

© Copyright K-Patents 2017. All rights reserved. 18

© Copyright K-Patents 2017. All rights reserved. 19

www.kpatents.com
K-Patents Oy
P.O. Box 77
FI-01511 Vantaa, Finland
Tel: [phone]
Fax: [phone]
Email: [email protected]
K-Patents, Inc.
1804 Centre Point Circle, Suite 106
Naperville, IL 60563, USA
Tel: [phone]
Fax: [phone]
Email: [email protected]