Masoneilan SVI II ESD Manual

Masoneilan*
SVI*II ESD
Smart Valve Interface with SIL3
Emergency Shutdown PST Controller
Installation and Maintenance Manual (Rev. G)
BHGE 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 BHGE’s written per-
mission.
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.bhge.com.
U. S. Patent No. 6,957,127, Additional Patents Pending
DISCLAIMER
THESE INSTRUCTIONS PROVIDE THE CUSTOMER/OPERATOR WITH IMPORTANT PROJECT-SPECIFIC REFERENCE
INFORMATION IN ADDITION TO THE CUSTOMER/OPERATOR’S NORMAL OPERATION AND MAINTENANCE PROCEDURES.
SINCE OPERATION AND MAINTENANCE PHILOSOPHIES VARY, BHGE (BAKER HUGHES, A GE company LL 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
EQUIPMENT 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 BHGE.
THE RIGHTS, OBLIGATIONS AND LIABILITIES OF BHGE AND THE CUSTOMER/OPERATOR ARE STRICTLY LIMITED TO THOSE
EXPRESSLY PROVIDED IN THE CONTRACT RELATING TO THE SUPPLY OF THE EQUIPMENT. NO ADDITIONAL
REPRESENTATIONS OR WARRANTIES BY BHGE 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,
TESTING, OPERATION, AND/OR MAINTENANCE OF THE EQUIPMENT DESCRIBED. THIS DOCUMENT SHALL NOT BE
REPRODUCED IN WHOLE OR IN PART TO ANY THIRD PARTY WITHOUT THE WRITTEN APPROVAL OF BHGE.
Copyright
All information contained herein is believed to be accurate at the time of publication and is subject to change
without notice.
Copyright 2017 by Baker Hughes, a GE company LLC. All rights reserved.
PN 011523-561 Rev. G

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© 2017 Baker Hughes, a GE company, LLC. All rights reserved.
Document Changes
Version/Date Changes
B/04-2011 Removed non-installation software-related issues (See help). Rearranged book. Updated installation.
Amended Switches description.
Registration section updated to GE logo software.
C/03-2013 Removed references to double-acting.
D/09-2013 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/02-2014 Updated load description for optional switches.
F/04-2016 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.
G/08-2017 Added How Do I section.
Added Determining Compliance Voltage section.
Added Troubleshooting Autotune section.
Added Notes on Aggressiveness section.
Added DD Navigation section.
Modified Burst Mode section.

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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
How Do I? ........................................................................................................................................................................................55
4. Installation and Setup ..................................................................................................................................................................57
Overview ..........................................................................................................................................................................................57
SVI II ESD Dimensions and Weights............................................................................................................................58
Pre-Installation Issues ...............................................................................................................................................................59
Storage.....................................................................................................................................................................................59
Unpacking...............................................................................................................................................................................59
Installation ......................................................................................................................................................................................59
Physical Location and Placement Guidelines ........................................................................................................60
Mounting the SVI II ESD on Rotary Valves................................................................................................................63
Travel Sensor Alignment ..................................................................................................................................................65
Mounting the SVI II ESD with NAMUR Kits................................................................................................................66
Mounting the SVI II ESD on Reciprocating Valves ................................................................................................68
Checking the Magnet ........................................................................................................................................................71
Using ValVue ESD to Check Magnet Position .........................................................................................................71
Checking Actuator, Linkages, or Rotary Adapter .................................................................................................72
Connecting the Tubing and Air Supply......................................................................................................................73
Checking the Air Supply....................................................................................................................................................75
Wiring the SVI II ESD...........................................................................................................................................................75
Powering Up the SVI II ESD .............................................................................................................................................80
Making Connections to the Terminal Board ...........................................................................................................85
SVI II ESD Maintenance .............................................................................................................................................................86
Repair and Replacement .................................................................................................................................................86
Factory Notification............................................................................................................................................................86
Display Cover Removal and Installation...................................................................................................................87
5. Configuration and Calibration .................................................................................................................................................89
Overview.........................................................................................................................................................................................89
SVI II ESD Setup.............................................................................................................................................................................89
Configuration.................................................................................................................................................................................90
Configuration with Pushbutton Display ............................................................................................................................90
Calibration with Pushbutton Display..................................................................................................................................93
Calibration using Auto Tune...........................................................................................................................................94
Correct for Over Travel......................................................................................................................................................96
Adjust Input Signal Range ...............................................................................................................................................96
Configuring with ValVue ESD .................................................................................................................................................97
Starting ValVue ESD/ESDVue .........................................................................................................................................97
Check-out with a HART® Handheld Communicator ..................................................................................................98

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6. Using the Digital Interfaces .................................................................................................................................................... 101
Overview....................................................................................................................................................................................... 101
Local Display and Pushbuttons ................................................................................................................................. 101
HART® Handheld Communicator ............................................................................................................................ 102
ValVue ESD .......................................................................................................................................................................... 102
Pushbuttons and Local Display ......................................................................................................................................... 103
Accessing Pushbuttons ................................................................................................................................................. 105
Pushbutton Locks and Configuration-Lock Jumper........................................................................................ 105
Display Menus............................................................................................................................................................................ 107
NORMAL Operating Mode and MANUAL Mode Menus................................................................................... 107
Configure Menu................................................................................................................................................................. 108
Calibration Menu .............................................................................................................................................................. 110
PST Configuration Menu ............................................................................................................................................... 111
VIEW DATA Menu.............................................................................................................................................................. 112
PST CONF (VIEW DATA) Menu ..................................................................................................................................... 114
VIEW ERR.............................................................................................................................................................................. 115
Clear Error.................................................................................................................................................................................... 116
FAILSAFE Mode.................................................................................................................................................................. 116
Handheld Communicator..................................................................................................................................................... 117
ValVue ESD .................................................................................................................................................................................. 118
DD Navigation............................................................................................................................................................................ 119
7. Partial Stroke Testing ................................................................................................................................................................ 121
Overview....................................................................................................................................................................................... 121
Partial Stroke Test Diagnostics .......................................................................................................................................... 122
PST Configuration..................................................................................................................................................................... 122
PST Configuration with Display Menu..................................................................................................................... 122
PST Setup with ValVue ESD.................................................................................................................................................. 124
PST Data from ESDVue .................................................................................................................................................. 124
8. Operation and Maintenance ................................................................................................................................................. 127
Operational Overview............................................................................................................................................................. 127
SVI II ESD Applications and Designated Safety Function Activation........................................................ 128
Additional Features ......................................................................................................................................................... 129
Physical and Operational Description ............................................................................................................................ 130
SVI II ESD Components........................................................................................................................................................... 131
Electronics Module .......................................................................................................................................................... 131
Output Switches................................................................................................................................................................ 133
Pneumatic Module........................................................................................................................................................... 136
Optional Display and Pushbuttons .......................................................................................................................... 137
SVI II ESD Maintenance.......................................................................................................................................................... 137
Repair and Replacement.............................................................................................................................................. 137
Factory Notification......................................................................................................................................................... 138
Display Cover Removal and Installation................................................................................................................ 138
Upgrading Firmware............................................................................................................................................................... 140
Tools Required ................................................................................................................................................................... 140
Installing Firmware Upgrade...................................................................................................................................... 140

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9. Troubleshooting ...........................................................................................................................................................................141
Overview .......................................................................................................................................................................................141
Internal Diagnostics.................................................................................................................................................................141
FAILSAFE Mode .................................................................................................................................................................142
Accessing Diagnostic Information....................................................................................................................................142
Error Messages on LCD..........................................................................................................................................................143
Positioner Fault Messages ...........................................................................................................................................143
Return to Normal Operation........................................................................................................................................143
VIEW ERR Diagnostics Messages..............................................................................................................................144
Fault Matrix..................................................................................................................................................................................145
Troubleshooting with ESDVue ............................................................................................................................................159
Appendix A. Specifications and References ........................................................................................................................161
Physical and Operational Specifications .......................................................................................................................161
Models and Applications .......................................................................................................................................................167
Hazardous Area Certifications ...................................................................................................................................167
SVI II ESD Models...............................................................................................................................................................170
Appendix B. Installing an SVI II ESD in a Natural Gas Environment .........................................................................171
Remote Actuator Vent Gas Connection.........................................................................................................................173
Remote Gas Piping...........................................................................................................................................................173
Single Acting Installation...............................................................................................................................................173
Appendix C. HART® Wiring Configurations .........................................................................................................................175
Overview .......................................................................................................................................................................................175
System Connections................................................................................................................................................................175
HART® Wiring Guidelines .....................................................................................................................................................177
SVI II ESD Setups ...............................................................................................................................................................178
Grounding Practices........................................................................................................................................................180
Compliance Voltage in Single Drop Current Mode ...........................................................................................181
Wire Size and Conduit ....................................................................................................................................................182
HART® Physical Layer Compliance of the Control System...................................................................................183
Impedance Constraints .................................................................................................................................................183
Noise Constraints .............................................................................................................................................................183
Cabling and Interconnection Requirements........................................................................................................184
Capacitance vs. Length of Cable for HART®.......................................................................................................184
HART® Filter Required for Certain Control System Output Circuits .........................................................184
Split Range Applications........................................................................................................................................................185
Setting Loop Addresses for Split Range Systems..............................................................................................185
Multiple Output Circuit Control System..................................................................................................................187
Isolators ................................................................................................................................................................................188
Supplemental Power Supply .......................................................................................................................................190
Verify Wiring and Connections...................................................................................................................................190
Required Practices for Explosion Proof Installations ...............................................................................................192
Clarification of Terminology ........................................................................................................................................192
Recommended Practice for Severe or Humid Environments......................................................................192

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HART® DCV Setup.................................................................................................................................................................... 193
HART® Module Positions.............................................................................................................................................. 193
Field Wiring ......................................................................................................................................................................... 193
Appendix D. HART® Communications with Intrinsic Safety ........................................................................................ 195
Overview....................................................................................................................................................................................... 195
HART® Barrier Compliance ................................................................................................................................................. 196
Output Channel Isolation...................................................................................................................................................... 197
HART® Filter Requirements................................................................................................................................................. 197
Modem and Computer Use in Intrinsically Safe Circuits........................................................................................ 199
MACTek® Intrinsically Safe modem, Model 010005........................................................................................ 199
MACTek® Warning ......................................................................................................................................................... 199
Use of Hand-held Communicators In Intrinsically Safe Circuits ................................................................ 199
Appendix E. Air to Open and Air to Close Actuators ........................................................................................................ 201
Actuator Action.......................................................................................................................................................................... 201
Appendix F. Air Supply Requirements .................................................................................................................................... 205
Appendix G. Adjusting Speed of Response .......................................................................................................................... 207
Appendix H. Glossary ..................................................................................................................................................................... 209
Appendix I. Determining an SVI Positioner Compliance Voltage in a Control System .................................... 217
Compliance Test Setup.......................................................................................................................................................... 217
Appendix J. Burst Mode Operations ....................................................................................................................................... 219

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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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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 ................................................................................................................................................57
41 SVI II ESD Dimensions ......................................................................................................................................................58
42 Camflex with Mounting Bracket (Side View)..........................................................................................................63
43 Namur 20/30 mm Mounting Kit..................................................................................................................................66
44 Namur 50 mm Mounting Kit.........................................................................................................................................67
45 Magnet Holder for Reciprocating Valves................................................................................................................68
46 Reciprocating Valve Mounting Bracket...................................................................................................................68
47 Reciprocating Linkage.....................................................................................................................................................69
48 Lever for Model 87/88 Multispring Actuator .........................................................................................................70
49 ValVue ESD for Checking Magnet Position ............................................................................................................72
50 Air Ports on Single Acting PST Controller ................................................................................................................74
51 Analog Safety Demand (ASD) Configuration.........................................................................................................77
52 Discrete Safety Demand (DSD) Configuration......................................................................................................77
53 Analog with Discrete Safety Demand (A/DSD) Configuration.......................................................................78
54 Connections to ASD Electronics Module (via Terminal Board)......................................................................84
55 Connections to DSD Electronics Module (via Terminal Board) .....................................................................84
56 Connections to A/DSD Electronics Module (via Terminal Board).................................................................84
57 SVI II ESD Pneumatic and Display Covers ..............................................................................................................87
58 Configuration Pushbutton Guide................................................................................................................................92
59 ValVue ESD Icon .................................................................................................................................................................97
60 SVI II ESD HART® Communicator Connections...................................................................................................98
61 SVI II ESD Display.............................................................................................................................................................103
62 NORMAL Operation and MANUAL Menu Structures.......................................................................................107
63 CONFIGure Menu ............................................................................................................................................................108
64 CALIBration Menu...........................................................................................................................................................110
65 PST CONFiguration Menu............................................................................................................................................111
66 VIEW DATA Menu ............................................................................................................................................................113
67 PST CONFiguration (VIEW DATA) Menu.................................................................................................................115
68 View Err Menu...................................................................................................................................................................115
69 FAILSAFE Menu ................................................................................................................................................................117
70 DD Navigation ..................................................................................................................................................................119
71 PST Configuration Pushbutton Menu ....................................................................................................................123
72 PST Diagnostic Graph Example................................................................................................................................124
73 PST Benefits.......................................................................................................................................................................125
74 Block Diagram with I/P Converter and Pressure Sensor..............................................................................130
75 Simplified Switch Installation Drawing: Correct Configuration .................................................................134
76 Simplified Switch Installation Drawing: Configuration Not Allowed .......................................................134
77 Pneumatic Module with Single Acting Relay......................................................................................................136
78 SVI II ESD Pneumatic and Display Covers ...........................................................................................................138
79 SVI II ESD Model Numbering......................................................................................................................................170

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82 General Purpose and Explosion Proof Installation.......................................................................................... 179
83 Intrinsically Safe Installation ..................................................................................................................................... 180
84 Selecting Set Options - Tools Menu on Connected Devices Screen ....................................................... 186
85 Selecting Set Options - Right Click on Connected Devices Screen ......................................................... 186
86 ValVue ESD Setup Options for Multidrop............................................................................................................. 187
87 Split Range with Isolator ............................................................................................................................................. 189
88 Split Range with Supplemental Power Supply - Non-Hazardous............................................................ 191
89 HART® Device in DCV Application.......................................................................................................................... 193
90 Intrinsically Safe Installation with Zener Barrier and HART® Filter......................................................... 196
91 Intrinsically Safe Installation with Galvanic Isolator ...................................................................................... 198
92 ATO and ATC Action with Linear Positioner Characteristics....................................................................... 202
93 ATO and ATC Action in Percentage of Positioner Characteristics............................................................ 203
94 Compliance Voltage Test Setup............................................................................................................................... 217
95 Burst Mode Configuration .......................................................................................................................................... 219

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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 ..........................................................................................................................................59
5 Travel Sensor Alignment ................................................................................................................................................65
6 Reciprocating Valve Mounting Hole and Turnbuckle Length....................................................................... 70
7 Pneumatic Connections/Air Supply Requirements ...........................................................................................73
8 SVI II ESD Models and Functionality .........................................................................................................................83
9 VIEWDATA Settings...........................................................................................................................................................91
10 Rough Guide to Effect s of Changing PID Values ...............................................................................................95
11 Pushbutton Display Menus........................................................................................................................................ 104
12 Pushbutton Lock Security Level............................................................................................................................... 105
13 SVI II ESD Fault Matrix .................................................................................................................................................. 145
14 Environmental Specifications................................................................................................................................... 161
15 Safety Rated Inputs....................................................................................................................................................... 162
16 Operational Specifications......................................................................................................................................... 162
17 Input Signal, Power, and Display Specifications .............................................................................................. 163
18 Construction Material Specifications .................................................................................................................... 163
19 System Connectivity...................................................................................................................................................... 164
20 Pneumatics Single Acting Standard Flow........................................................................................................... 164
21 Control Valve Mounting System .............................................................................................................................. 165
22 ESD and Diagnostic Capabilities ............................................................................................................................. 165
23 Device ID Information .................................................................................................................................................. 166
24 Burst Mode Data Return ............................................................................................................................................. 166
25 SVI II ESD Model Features........................................................................................................................................... 167
26 SVI II ESD Physical Attributes .................................................................................................................................... 167
28 CSA International Certifications............................................................................................................................... 168
29 FM Approvals.................................................................................................................................................................... 168
30 Temperature Class......................................................................................................................................................... 168
27 ATEX Approvals................................................................................................................................................................ 168
31 Immunity Performance................................................................................................................................................ 169
32 Radiation Performance ............................................................................................................................................... 169
33 Compliance Voltage for Single Channel Zener with 22 AWG Cable Installation .............................. 181

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34 Compliance Voltage for Galvanic Isolator with 22 AWG Cable Installation........................................181
35 Compliance Voltage for No Barrier with HART® Filter and Resistor and 18 AWG Cable .............182
36 Supplemental Voltage for Split Range..................................................................................................................190
37 Expected Voltage Range at Positioner Terminals ...........................................................................................218

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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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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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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.