Samson TROVIS 3730-3 User manual

Operating Instructions
EB 8389 EN
Firmware version
Edition August 2017
Series3730 and 3731
Types3730-2, 3730-3, 3730-4 and
3730-5 as well as Types3731-3 and
3731-5 Electropneumatic Positioners
EXPERTplus Valve Diagnostics
1.5x and 1.6x

2 EB 8389 EN
Note on these mounting and operating instructions
These mounting and operating instructions assist you in mounting and operating the device
safely. The instructions are binding for handling SAMSON devices.
ÎFor the safe and proper use of these instructions, read them carefully and keep them for
later reference.
ÎIf you have any questions about these instructions, contact SAMSON‘s After-sales Service
Department (aftersalesser[email protected]).
The mounting and operating instructions for the devices are included in
the scope of delivery. The latest documentation is available on our website
(www.samson.de) > Product documentation. You can enter the document
number or type number in the [Find:] eld to look for a document.
Denition of signal words
Hazardous situations which, if not avoided,
will result in death or serious injury
Hazardous situations which, if not avoided,
could result in death or serious injury
Property damage message or malfunction
Additional information
Recommended action
DANGER
!
WARNING
!
NOTICE
!
Note
Tip

Contents
EB 8389 EN 3
1 Safety instructions and measures ...................................................................7
1.1 Notes on possible property damage................................................................9
2 Operation...................................................................................................11
2.1 On-site operation.........................................................................................11
2.2 Operation using TROVIS-VIEW.....................................................................11
2.3 Differences between rmware versions...........................................................12
2.4 Start-up.......................................................................................................12
2.4.1 Reference test...............................................................................................14
2.5 Diagnostic functions .....................................................................................15
2.5.1 Application type ..........................................................................................15
2.5.2 Analysis......................................................................................................16
3 Monitoring..................................................................................................19
3.1 Status messages...........................................................................................19
3.1.1 Resetting status messages .............................................................................20
3.2 Condensed state ..........................................................................................21
3.2.1 Condensed state at the fault alarm output ......................................................22
3.3 Logging.......................................................................................................22
4 Statistical information..................................................................................25
4.1 Open/close (on/off) valve............................................................................27
4.1.1 On/off diagnosis.........................................................................................28
4.1.2 Analysis and monitoring...............................................................................29
4.1.3 Resetting single status messages....................................................................29
4.2 Data logger.................................................................................................31
4.2.1 Permanent data logging ...............................................................................31
4.2.2 Triggered data logging.................................................................................32
4.3 Travel histogram x........................................................................................37
4.3.1 Analysis and monitoring...............................................................................38
4.3.2 Resetting single status messages....................................................................39
4.4 Set point deviation histogram........................................................................40
4.4.1 Analysis and monitoring...............................................................................41
4.4.2 Resetting single status messages....................................................................42
4.5 Cycle counter histogram ...............................................................................45
4.5.1 Analysis and monitoring...............................................................................46
4.5.2 Resetting single status messages....................................................................47

4 EB 8389 EN
Contents
4.6 Drive signal diagram steady-state .................................................................49
4.6.1 Analysis and monitoring...............................................................................51
4.6.2 Resetting single status messages....................................................................51
4.7 Drive signal diagram hysteresis.....................................................................53
4.7.1 Analysis and monitoring...............................................................................55
4.7.2 Resetting single status messages....................................................................56
4.8 Trend of travel end position...........................................................................59
4.8.1 Analysis and monitoring...............................................................................60
4.8.2 Resetting single status messages....................................................................61
5 Tests ...........................................................................................................61
5.1 Drive signal diagram steady-state .................................................................63
5.1.1 Analysis and monitoring...............................................................................65
5.1.2 Resetting single status messages....................................................................65
5.2 Drive signal diagram hysteresis.....................................................................67
5.2.1 Analysis and monitoring...............................................................................68
5.2.2 Resetting single status messages....................................................................69
5.3 Static characteristic ......................................................................................70
5.3.1 Resetting single status messages....................................................................71
5.4 Partial stroke test (PST)..................................................................................75
5.4.1 Start triggered by on/off valve......................................................................80
5.4.2 Start triggered by the binary input.................................................................80
5.4.3 Analysis and monitoring...............................................................................81
5.4.4 Resetting single status messages....................................................................82
5.4.5 Step response..............................................................................................82
5.5 Full stroke test (FST) ......................................................................................85
5.5.1 Analysis and monitoring...............................................................................88
5.5.2 Resetting single status messages....................................................................89
6 Dynamic HART® variables............................................................................90
7 Leakage sensor ...........................................................................................93
7.1 Start-up of the leakage sensor.......................................................................94
7.1.1 Reference test...............................................................................................94
7.1.2 Repetition test ..............................................................................................97
7.2 Short-term monitoring ................................................................................103
7.2.1 Resetting single status messages..................................................................104
7.3 Long-term monitoring.................................................................................104

EB 8389 EN 5
Contents
7.3.1 Resetting single status messages..................................................................104
7.4 Sound level monitoring...............................................................................105
7.4.1 Resetting single status messages..................................................................105
8 Binary input..............................................................................................106
8.1 Types3730-2/-3 and Type3731-3.............................................................106
8.2 Type3730-4 .............................................................................................107
8.3 Types3730-5 and 3731-5 .........................................................................107
9 Appendix..................................................................................................109
9.1 Code list....................................................................................................109
9.1.1 PROFIBUS parameter (Type3730-4) ...........................................................115
9.1.2 FOUNDATION™ eldbus parameters (Type3730-5, Type3731-5).............118
9.2 Error messages and recommended corrective action.....................................121
9.3 Diagnostic data points saved in a non-volatile memory.................................126
9.4 Determining the ramp times in partial stroke tests .........................................128

6 EB 8389 EN

EB 8389 EN 7
Safety instructions and measures
1 Safety instructions and measures
Intended use
EXPERTplus is a diagnostic rmware integrated into the positioner which allows the predic-
tive, status-oriented maintenance of valves with pneumatic actuators.
EXPERTplus records the valve condition while the process is running (in automatic mode) and
generates messages on the required maintenance work. In addition, numerous tests can be
performed in manual mode to pinpoint emerging faults.
The diagnostic functions of EXPERTplus are completely integrated into the positioner. Diag-
nostic data are compiled, saved and analyzed in the positioner itself. Classied status mes-
sages on the state of the valve are generated from the analysis.
Reasonably foreseeable misuse
While the tests are being performed, the valve does not follow the set point. Instead, it is
moved according to the test specications. Therefore, the tests can only be started when the
conditions in the plant allow it.
Qualications of operating personnel
The devices are to be congured and set by trained and experienced personnel only. Ac-
cording to these operating instructions, trained personnel refers to individuals who are able
to judge the work they are assigned to and recognize possible hazards due to their special-
ized training, their knowledge and experience as well as their knowledge of the applicable
standards.
Personal protective equipment
No personal protective equipment is required.
Revisions and other modications
Revisions or other modications to the product are not authorized by SAMSON. They are
performed at the user's own risk and may lead to safety hazards, for example. Furthermore,
the product may no longer meet the requirements for its intended use.
Safety features
The software in ofine mode has no inuence on the connected device.

8 EB 8389 EN
Safety instructions and measures
Warning against residual hazards
The software in online mode has a direct inuence on the connected device and, as a result,
on the valve. To avoid personal injury or property damage, plant operators and operating
personnel must prevent hazards that could be caused in the control valve by the process me-
dium, the operating pressure, the signal pressure or by moving parts by taking appropriate
precautions. They must observe all hazard statements, warning and caution notes in the ref-
erenced documents.
Responsibilities of the operator
The operator is responsible for proper operation and compliance with the safety regulations.
The operator is obliged to provide these operating instructions as well as the referenced
documents to the operating personnel and to instruct them in proper operation. Furthermore,
the operator must ensure that operating personnel or third persons are not exposed to any
danger.
Responsibilities of operating personnel
Operating personnel must read and understand these operating instructions as well as the
referenced documents and observe the hazard statements, warning and caution notes speci-
ed in them. Furthermore, the operating personnel must be familiar with the applicable
health, safety and accident prevention regulations and comply with them.
Referenced standards and regulations
None
Referenced documentation
The following documents apply in addition to these operating instructions:
−Mounting and operating instructions (EB), safety manual (SH) and conguration manual
(KH) for mounted device:
Type3730-2:
uEB8384-2, uSH8384-2
Type3730-3: uEB8384-3, uSH8384-3, uKH8384-3
Type3730-4: uEB8384-4, uSH8384-4, uKH8384-4
Type3730-5: uEB8384-5, uSH8384-5, uKH 8384-5
Type3731-3: uEB8387-3, uSH8387-3, uKH8384-3
Type3731-5: uEB8387-5, uSH8387-5, uKH8387-5
−Mounting and operating instructions for the associated control valve (actuator, valve and
other valve accessories)

EB 8389 EN 9
Safety instructions and measures
1.1 Notes on possible property damage
NOTICE
!
Valve malfunction due to a conguration that does not meet the requirements of the
application.
Settings for the EXPERTplus valve diagnostics can be made in the TROVIS-VIEW
software. In online mode of this software, the conguration and parameter settings
take effect immediately in the connected positioner and affect the control valve as a
result.
ÎOnly activate the online mode when congurations, parameter settings and
measured values are to be transferred from or to the device.

Overview of functions
Throttling service On/off service
No conguration
required for
monitoring
Valve position x
histogram
Section4.3
B
Set point devia-
tion histogram
Section4.4
B
Cycle counter
histogram
Section4.5
B
Drive signal di-
agram, steady-
state
Section4.6
Section5.1
B
T
Trend of travel
end position
Section4.8
B
Conguration re-
quired for diagnosis
Data logger
Section4.2
B
Stufng box
Section4.5
B
Drive signal dia-
gram, steady-
state
Section5.1
T
Drive signal dia-
gram hysteresis
Section4.7
Section5.2
B
T
Static
characteristic
Section5.3
T
Full stroke test
(FST)
Section5.5
T
Leakage sensor
Section7
T
No conguration
required for
monitoring
Valve position x
histogram
Section4.3
B
Set point devia-
tion histogram
Section4.4
B
Cycle counter
histogram
Section4.5
B
Trend of travel
end position
Section4.8
B
Conguration
required for
diagnosis
On/off
diagnosis
Section4.1
B
Data logger
Section4.2
B
Stufng box
Section4.5
B
Static
characteristic
Section5.3
T
Partial stroke
test (PST)
Section5.4
B
T
Full stroke test
(FST)
Section5.5
T
Leakage sensor
Section7
T
Information:
−B= Statistical information (in-service monitoring) , T= Tests (out-of-service diagnostics)
−Tests highlighted in red border require an initialization with reference test
−Tests highlighted in gray can optimize the proper functioning of safety equipment according to IEC61508 and IEC61511,
provided these tests are performed regularly.