Sartorius stedim Sartoclear Pilot Filter Holder User manual

Operating Instructions
(English Translation of the Original Operating Instructions)
Sartoclear®Pilot Filter Holder
2ZGL--0005
Filter Holder
85037-547-73

Sartoclear®Pilot Filter Holder 3
Contents
Contents
1 About this Document............................... 4
1.1 Validity ....................................... 4
1.2 Accompanying Documents ....................... 4
1.3 Target Groups.................................. 4
1.4 Symbols Used .................................. 5
1.4.1 Warnings ............................... 5
1.4.2 Other Symbols........................... 5
2 Safety Instructions ................................. 6
2.1 Intended Use................................... 6
2.2 Personnel Qualification.......................... 6
2.3 Significance of These Instructions ................. 6
2.4 Flawlessness of the Device ....................... 7
2.5 Safety Equipment .............................. 7
2.6 Accessories, Consumables and Spare Parts .......... 7
2.7 Conduct in an Emergency........................ 7
2.8 Personal Protective Equipment ................... 7
2.9 Hydraulic Energy ............................... 8
2.10 Moving the Device.............................. 8
2.11 Handling of Heavy Components................... 8
2.12 Defective Tubing Lines and Screw Connections ...... 8
2.13 Rolling Away of the Device....................... 8
2.14 Fastening Rollers on the Device ................... 8
3 Equipment Description ............................. 9
3.1 Front View..................................... 9
3.2 Rear View ....................................10
3.3 Hydraulic Pump with Pressure Gauge .............11
3.4 Manifold Plates ...............................11
3.5 Clamping Plate................................11
3.6 Pressure Plate.................................11
3.7 Holding Clamps ...............................11
3.8 Baffle Plate...................................11
3.9 Overview with Installed Filter Cartridges ..........12
3.9.1 Example with Three Filter Cartridges .......12
3.9.2 Example with Six Filter Cartridges .........13
3.10 Safety Equipment .............................14
4 Installation.......................................15
4.1 Scope of Delivery ..............................15
4.2 Prerequisites for Assembly ......................15
4.3 Unpacking the Device ..........................15
4.4 Securing the Device at the Place of Installation ....15
4.5 Unlocking Fastening Rollers to move the Device ....16
4.6 Starting up the Hydraulic Pump .................16
5 Operation ........................................17
5.1 Moving Holding Clamps ........................17
5.2 Operating the Hydraulic Pump...................17
5.2.1 Releasing the Hydraulic Pump ............17
5.2.2 Releasing the Hydraulic Cylinder ..........18
5.2.3 Checking the Tensioning Pressure .........18
5.3 Inserting and Tensioning the Filter Cartridges . . . . . . 18
5.3.1 Inserting the Filter Cartridges.............18
5.3.2 Observing the Permissible Stroke of the
Hydraulic Cylinder ......................21
5.3.3 Tensioning the Filter Cartridges ...........21
5.4 Performing the Filtration Process ................22
5.5 Removing the Filter Cartridges...................22
6 Malfunctions .....................................23
7 Cleaning .........................................24
8 Transport ........................................25
9 Storage and Shipping .............................25
9.1 Storage ......................................25
9.2 Storage Instructions ...........................25
9.3 Shipping-related Tasks / Returns . . . . . . . . . . . . . . . . . 26
9.3.1 General Information.....................26
9.3.2 Returning the Device ....................26
10 Disposal..........................................27
10.1 General Information ...........................27
10.2 Information on Decontamination ................27
10.3 Decommissioning the Device ....................28
10.4 Disposal......................................28
11 Specifications ....................................29
11.1 Dimensions and Weight ........................29
11.2 Hydraulic Cylinder Dimensions...................29
11.3 Design .......................................29
11.4 Ambient Conditions During Operation ............29
11.5 Lifespan of Device .............................30
12 Accessories.......................................30
13 Conformity & Licenses.............................31
13.1 Quality Assurance Certificate ....................31
13.2 EC Declaration of Conformity ...................32
14 Appendix.........................................33
14.1 Decontamination Declaration....................33

4 Sartoclear®Pilot Filter Holder
About this Document
1 About this Document
1.1 Validity
This manual provides all the information necessary for operation of the Sartoclear®
Pilot Filter Holder (hereinafter referred to as the device). The manual applies to the
device in the following versions:
Device Type
Sartoclear®Pilot Filter Holder 2ZGL--0005
1.2 Accompanying Documents
These instructions provide information for operating the device with the standard
equipment intended for this purpose.
t In addition to this manual, observe the following documents:
− User Instructions for Sartoclear Dynamics®Filters and Sartoclear®Depth Filters
− Sartoclear Dynamics®User Instructions
− Hydraulic Pump Operating Instructions
1.3 Target Groups
These instructions are designed for the following target groups. The target groups
must possess the knowledge listed.
Target group Knowledge / responsibilities
User The user is familiar with the operation of the device and
the associated work processes. He knows the dangers that
can occur when working with the device and can avoid
these dangers.
The user has been trained in the operation of the device.
The training takes place within the scope of startup and
is carried out by the operating engineer / laboratory
manager or the operator of the device.
Operator The operator of the device is responsible for compliance
with safety requirements and workplace safety regulations.
The operator must ensure that all persons who work with
the device have access to the relevant information and
have been instructed in work with the device.

Sartoclear®Pilot Filter Holder 5
About this Document
1.4 Symbols Used
1.4.1 Warnings
WARNING
Denotes a danger with risk that death or (severe) injury may result if it is not
avoided.
CAUTION
Denotes a danger with risk that moderate or minor injury may result if it is not
avoided.
NOTICE
Denotes a danger that can result in property damage if the risk is not avoided.
1.4.2 Other Symbols
tRequired action: Describes actions that must be performed in the given order.
yResult: Describes the result of the actions performed.

6 Sartoclear®Pilot Filter Holder
Safety Instructions
2 Safety Instructions
2.1 Intended Use
The device is used to tension Sartoclear Dynamics® filter cartridges and deep filter
cartridges. It is not fitted with any feed or filtrate connections. This means that it is
only suitable for the filtration of liquid media with single-use filter cartridges used
in combination with Sartoclear® manifold plates (referred to as “manifold plates” in
the following.
Do not use this device in potentially explosive environments. The device may only be
used indoors.
The device may only be used with the equipment and under the operating conditions
described in the Technical Data. You may not modify the device or make any
technical changes.
The required tensioning pressure must only be generated using the hydraulic pumps
specified by Sartorius Stedim Biotech. The use of other hydraulic pumps poses a risk
to operational safety and the safety of the user and reduces the quality of the end
product.
Do not tension in any other objects. Do not install unauthorized objects in the
device.
These instructions are part of the device. The device is intended exclusively for use in
accordance with these instructions.
Foreseeable Misuse
The use of the device is only safe when it is used properly. The following applications,
for example, are not permitted:
The following uses, for example, are deemed improper:
− Using the device as a transport aid
− Using the device as a climbing aid
2.2 Personnel Qualification
All persons working on the device must possess the necessary knowledge (for a
description, see Chapter “1.3 Target Groups”, page 4).
The actions described are addressed to the user. If individual actions must be carried
out by other target groups or by Sartorius Service personnel, this will be indicated.
Sartorius Service
Information with service addresses and services offered can be found on our website
(www.sartorius.com).
2.3 Significance of These Instructions
Failure to follow the instructions in this manual can have serious consequences,
e.g. exposure of individuals to electrical, mechanical or chemical hazards.
t Before working with the device: Read the instructions carefully and completely.
t If the instructions are lost: Request a replacement or download the latest
instructions from our website.
t The information in these instructions must be accessible to users or the target
groups named.

Sartoclear®Pilot Filter Holder 7
Safety Instructions
2.4 Flawlessness of the Device
Damaged equipment or worn-out parts can cause malfunctions or lead to hard-to-
detect hazards.
t Only operate the device when it is safe and in perfect working order.
t Have damage rectified immediately by Sartorius Service.
2.5 Safety Equipment
The safety equipment on the device protects personnel working with the device from
hazards caused by the device, e.g. electrical current.
t The device’s safety equipment must not be dismantled or modified (Safety
Equipment, see Chapter 3.10, page 14).
2.6 Accessories, Consumables and Spare Parts
The use of unsuitable accessories, consumables and spare parts can be hazardous and
have the following consequences:
− Damage to the device
− Malfunction of the device
− Device failure
t Only use accessories, consumables and spare parts supplied by Sartorius Stedim
Biotech. Information on operational quality is available upon request from
Sartorius Stedim Biotech.
t Only use accessories, consumables and spare parts that are in proper working
order.
2.7 Conduct in an Emergency
Malfunctions may result in injury or property damage. If there is immediate
danger of personal injury or equipment damage, take the device out of operation
immediately:
t Turn off the higher-level control.
t Have malfunctions repaired immediately by the Sartorius Service.
2.8 Personal Protective Equipment
Personal protective equipment protects against risks arising from the equipment and
the material being processed.
Protective equipment
designation Explanation / Examples
Protective work
clothing
Tight-fitting work clothing with low tear resistance,
tight sleeves and without any projecting parts. /
Protects against being caught by moving parts.
Head covering Protects hair from being pulled into moving parts.
Safety gloves Protect against chemicals, heat and injury.
Safety glasses Protect against substances leaking under high pressure
or splashing liquids.
Safety footwear /
non-slip shoes
Protect against foot injuries caused by mechanical
influences. / Protect against slipping on wet surfaces.

8 Sartoclear®Pilot Filter Holder
Safety Instructions
t Wear appropriate personal protective equipment.
t Also follow any instructions posted in the work area pertaining to personal
protective equipment.
2.9 Hydraulic Energy
Releasing and tensioning the filter cartridges using the hydraulic cylinder present a
risk of crushing.
t Never reach inside the hydraulic area or grab moving parts.
t Do not touch moving parts when releasing and tensioning the filter cartridges.
t Before performing any work on the hydraulic system: Depressurize hydraulic
system.
t Before tensioning or removing the filter cartridges: Release the hydraulic
cylinder.
2.10 Moving the Device
The device has moving components and a high intrinsic weight. When moving the
device, there is a risk of crushing.
t Use the handle to move the device. Do not touch the device on the pull rods or
pressure plates.
t Ensure that no individuals get in its path.
2.11 Handling of Heavy Components
The device has a high intrinsic weight. When moving the device, there is a risk of
injury.
t Lift the device only with lifting accessories.
t When lifting the filter cartridges and manifold plates, get assistance from other
persons.
t Never lift the device on the pull rods or pressure plates. Only ever lift the device
on the frame where the guide rollers are mounted.
t Wear personal protective equipment.
2.12 Defective Tubing Lines and Screw Connections
Defective tubing lines and screw connections can result in uncontrollable spillage of
media. Escaping media can result in dangers like scalding, chemical burns etc.
t Check whether the hoses, tubes and screw connections on the device are
damaged.
2.13 Rolling Away of the Device
Any uncontrolled rolling away of the device can lead to injuries.
t Only place the device on level surfaces.
t Secure the device by locking the fastening rollers.
t Wear personal protective equipment.
2.14 Fastening Rollers on the Device
Improper operation of the fastening rollers can result in injuries.
t Only operate the fastening rollers with your foot.
t Wear personal protective equipment.

Sartoclear®Pilot Filter Holder 9
Equipment Description
3 Equipment Description
The device is a hydraulic tensioning device for one to six filter cartridges.
It is not fitted with any connections for unfiltered or filtered solutions. This means
that it is only suitable for single-use filter cartridges used in combination with
Sartoclear®manifold plates (referred to as “manifold plates” in the following).
It allows for easy and precise replacement of the filter cartridges.
The device is fitted with a hydraulic pump, a pressure gauge and a needle valve.
3.1 Front View
Fig. 3-1:
1
3
3
4
6
5
6
8
5
7
2
2
Sartoclear®Pilot Filter Holder (front view)
Pos. Description
1 Handle
2 Bottom guide rods
3 Pull rods
4 System rail (e. g. for sterile filters)
5 Holding clamps
6 Fastening rollers (steerable)
7 Stainless steel hydraulic cylinder
8 Hydraulic pump with pressure gauge

10 Sartoclear®Pilot Filter Holder
Equipment Description
3.2 Rear View
1
2
3
4
5
7
9
7
4
8
8
6
6
Fig. 3-2: Sartoclear®Pilot Filter Holder (rear view)
Pos. Description
1 Handle
2 Hydraulic pump with pressure gauge
3 Pressure plate
4 Fine adjustment
5 Clamping plate (can be adjusted manually)
6 Clamping plate pre-adjustment (five settings)
7 Holding clamps to pre-adjust the clamping plate
8 Castors (not steerable)
9 System rail (e. g. for IDOM holders)

Sartoclear®Pilot Filter Holder 11
Equipment Description
3.3 Hydraulic Pump with Pressure Gauge
Fig. 3-3:
3
4
1
2
Hydraulic system
Pos. Description
1 Pump lever
2 Pressure gauge
3 Release valve
4 Needle valve
3.4 Manifold Plates
The manifold plates rest against the pressure and clamping plates. The filter
cartridges are seated between the manifold plates. Filtration is not possible
without manifold plates.
3.5 Clamping Plate
The clamping plate is fastened on to the pull rods by the holding clamps.
The position of the clamping plate depends on the number of installed filter
cartridges.
3.6 Pressure Plate
By moving out the hydraulic cylinder, the pressure plate is pressed against the
inserted filter cartridges and the clamping plate.
3.7 Holding Clamps
The base and clamping plates are fixed to the pull rods via the holding clamps.
3.8 Baffle Plate
The baffle plate is used to install pressure sensors.

12 Sartoclear®Pilot Filter Holder
Equipment Description
3.9 Overview with Installed Filter Cartridges
3.9.1 Example with Three Filter Cartridges
1 2 3 4 65
8 7
Fig. 3-4: Sartoclear®Pilot Filter Holder with 3 installed filter cartridges (example)
Pos. Description
1 Fine adjustment
2 Fine adjustment
3 Manifold plate (input, unfiltered solution)
4 Filter cartridges
5 Clamping plate
6 Clamping plate pre-adjustment with holding clamps
7 Manifold plate (output, filtered solution)
8 Pressure plate

Sartoclear®Pilot Filter Holder 13
Equipment Description
3.9.2 Example with Six Filter Cartridges
1 2 3 4 65
8 7
Fig. 3-5: Sartoclear®Pilot Filter Holder with 6 installed filter cartridges (example)
Pos. Description
1 Fine adjustment
2 Fine adjustment
3 Manifold plate (input, unfiltered solution)
4 Filter cartridges
5 Clamping plate
6 Clamping plate pre-adjustment with holding clamps
7 Manifold plate (output, filtered solution)
8 Pressure plate

14 Sartoclear®Pilot Filter Holder
Equipment Description
3.10 Safety Equipment
Fastening Rollers
The fastening rollers are designed to secure the device and prevent it from rolling
away.
1
1
Fig. 3-6: Fastening rollers
Pos. Description
1 Fastening rollers (steerable)

Sartoclear®Pilot Filter Holder 15
Installation
4 Installation
4.1 Scope of Delivery
Item Quantity
Sartoclear®Pilot Filter Holder 1
4.2 Prerequisites for Assembly
Procedure
t Make sure that the following conditions are met at the workplace:
Condition Features
Footprint − Even surface
− Sufficient space for the device and peripheral devices
(Dimensions, see Chapter 11.1, page 29).
− Sufficient bearing capacity for the device and peripheral
devices, also in the filled state (Device weight, see
Chapter 11.1, page 29).
Access to parts
relevant to
operation
Convenient and safe
Resistance of
work surfaces
Resistant to media used, e.g. acids
Cleaning and
disinfecting
work surfaces
Easy to clean, can be disinfected if contaminated
Ambient conditions Suitability tested according to Chapter 11.4, page 29.
4.3 Unpacking the Device
Procedure
t Remove all packaging parts.
t Remove the transport lock with which the device is fixed in place.
4.4 Securing the Device at the Place of Installation
The device must be secured at the place of installation. Make sure to lock the
fastening rollers.
Procedure
t CAUTION Danger of crushing when operating the fastening rollers! Wear
personal protective equipment.
t Pull up the lever with your foot.
y The device is secured against moving.

16 Sartoclear®Pilot Filter Holder
Installation
4.5 Unlocking Fastening Rollers to move the Device
To move the device, the fastening rollers must be unlocked.
Procedure
t CAUTION Danger of crushing when operating the fastening rollers!
Wear personal protective equipment.
t Press down on the lever with your foot.
y The device is now mobile.
4.6 Starting up the Hydraulic Pump
t When the hydraulic pump is used for the first time, open the ventilation screw (1)
by one turn.
y This allows aeration and venting of the hydraulic tank.
Once the work is completed or at the latest before transport, screw the ventilation
screw (1) back on tightly.
1

Sartoclear®Pilot Filter Holder 17
Operation
5 Operation
5.1 Moving Holding Clamps
Procedure
t Pull the holding clamp (1) halfway up.
t Move the holding clamp (1) along the pull rod to the desired position.
t Allow the holding clamp (1) to fall to the desired depth.
y The holding clamp is in the new position.
5.2 Operating the Hydraulic Pump
5.2.1 Releasing the Hydraulic Pump
Prerequisites
− The hydraulic pump is operational (see Chapter "4.6 Starting up the Hydraulic
Pump", page 16).
Procedure
t Turn the needle valve clockwise. This closes the needle valve of the hydraulic
cylinder.
t NOTICE Danger of damage to the hydraulic pump due to retained pressure in the
hydraulic piston of the hydraulic pump! Release the hydraulic pump after the
filter cartridge is compressed.
t Open the release valve on the hydraulic pump. To do so, turn the release valve
counterclockwise.
y This builds up pressure in the hydraulic piston.
t CAUTION Danger of injury due to upright pump lever! Push the pump lever
down into its original position.
1
1
1

18 Sartoclear®Pilot Filter Holder
Operation
5.2.2 Releasing the Hydraulic Cylinder
Prerequisites
− The filter cartridges have been depressurized.
− The filter cartridges have been drained of any residue.
Procedure
t If required: Place the collecting tank under the filter holder.
t Open the release valve on the hydraulic pump. To do so, turn the release valve
counterclockwise.
t CAUTION Danger of crushing from the moving hydraulic cylinder! Open the
needle valve on the hydraulic cylinder. To do so, turn the needle valve clockwise.
y The hydraulic cylinder releases and draws back.
t Wait until the pressure gauge display reads zero and the hydraulic cylinder is
fully loosened.
t Close the needle valve. To do so, turn the needle valve clockwise.
5.2.3 Checking the Tensioning Pressure
The tensioning pressure applied during compression may reduce during the filtration
process, with the result that the filter cartridge is not sufficiently compressed.
Reduced tensioning pressure may negatively impact on the filtration performance.
Procedure
t During the filtration process, check regularly whether the required tensioning
pressure is being achieved (see operating instructions for the filter cartridge).
To do so, observe the pressure gauge display.
t If required: Re-adjust the filter cartridges (see Chapter "5.3.3 Tensioning the
Filter Cartridges", page 21).
5.3 Inserting and Tensioning the Filter Cartridges
This chapter provides examples of how 4 filter cartridges are inserted.
5.3.1 Inserting the Filter Cartridges
NOTICE
Danger of damage to the filter cartridge!
Improper handling of the filter cartridge during installation may damage the
cartridge.
t Only hold the filter cartridges by the handles.
t Only place the filter cartridge on clean surfaces.
t Do not apply any pressure to the filter cartridge. Do not allow the filter cartridge
to fall and do not shake it.
t Take great care when inserting the filter cartridge.
NOTICE
Danger of damage to the filtration system!
t The filtration system must not be operated without a filter cartridge.
Prerequisites
− The hydraulic cylinder is released (see Chapter "5.2.2 Releasing the Hydraulic
Cylinder", page 18).
− There are no used filter cartridges in the filter holder.

Sartoclear®Pilot Filter Holder 19
Operation
Moving the Pressure Plate and Clamping Plate to the Outermost Stop
Procedure
Depending on the number of filter cartridges to be inserted, the distances between
the pressure plate and clamping plate have to be adjusted in relation to each other.
NOTICE Danger of damage to the hydraulic cylinder! Never pressurize the hydraulic
cylinder without inserted cartridges. Since the hydraulic cylinder only has a limited
stroke, the filter cartridges must be positioned very tightly together.
t Using the holding clamps, position the plates on the pull rods:
t Move the holding clamps on the clamping plate to the pull rod’s outermost
position (1) (see Chapter "5.1 Moving Holding Clamps", page 17).
t Repeat the process with the second pull rod (2).
t Push the clamping plate (3) on to the holding clamps.
Moving the Pull Rods to the Outermost Stop
Procedure
t Move the outer holding clamps (1) on the two pull rods to the respective
left-hand position (see Chapter 5.1, page 17).
t Move both pull rods (2) as far as the stop on the right at the same time.
t Move the inner holding clamps on the two pull rods to the respective left-hand
position (3).
Inserting the Cartridges
Procedure
t NOTICE Danger of damage to the filtration system! If the manifold plate is
aligned incorrectly, the flow rate is disturbed by the filtration process, which
may cause the filtrate to leak or cause damage to the manifold plate and filter
cartridges.
t Place the manifold plate (1) for the filtered solution inlet according to its
labeling (see operating instructions for the manifold plate) onto the bottom
guide rods.
t The channels (2) must be aligned in the direction of the filter cartridges.
t Push the manifold plate onto the pressure plate.
12
3
2
1 3
1
2
2

20 Sartoclear®Pilot Filter Holder
Operation
t Insert the filter cartridges one after the other, according to their labeling, on
the bottom guide rods. Pay attention to the alignment (up / down) of the filter
cartridges (see operating instructions for the filter cartridges).
t Push the filter cartridges towards each other until there is no longer any free
space between them.
t Check the fit of the filter cartridge. The notches of the filter cartridge must be
positioned on the bottom guide rods of the filter holder.
t Ensure that the filter cartridge is seated evenly and flush inside the filter holder.
t Place the manifold plate (1) for the filtrate outlet according to its labeling onto
the bottom guide rods.
t Push the manifold plate onto the filter cartridges.
t Push the clamping plate (1) onto the manifold plate.
t Position the holding clamps as closely as possible to the clamping plate (1)
(see Chapter "5.1 Moving Holding Clamps", page 17).
Move the Filter Cartridges Towards the Pressure Plate
Procedure
t Move the inner holding clamps (1) on the two pull rods to the respective right-
hand position (see Chapter "5.1 Moving Holding Clamps", page 17).
t Move the filter cartridges as close as possible to the pressure plate by pulling on
both pull rods (2) at the same time. The cylinder stroke should be kept as small as
possible.
t Move the outer holding clamps (3) on the two pull rods to the right-hand
position.
1
1
1
1
3 1
2