Siemens SIPART PS2 Installation guide

SIEMENS
PS2
INSTALLATION AND F.A.Q.’s
sliding stem and rotary applications

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been made to ensure the accuracy of the content in this document,
modifications or improvements to the information, specifications, and
designs may occur at any time without notice. This document was published
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remains with the purchaser and end-user.

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TABLE OF CONTENTS
CONTENT PAGE
Mounting Instructions 3-20
Old Style Basic Linear Actuator Mounting Instructions 3
Old Style Basic Linear Actuator Mounting Diagram 4
New Style Basic Linear Actuator Mounting Instructions 8
New Style Basic Linear Actuator Mounting Diagram 13
Basic Rotary Actuator Mounting Instructions 15
Basic Rotary Actuator Mounting Diagram 16
Quarter Turn Rotary Actuator Mounting Instructions 19
Quarter Turn Rotary Actuator Mounting Diagram 20
Siemens Overview for Factory Mounted PS2’s 21-22
Display Window 21
Operation Keys 21
Modes of Operation 21
• Automatic 21
• Manual 22
• Configuration 22
• Diagnostic 22
Positioner Setup and Calibration 23-26
Clearing the Memory 26
Operations and Configurations 27-30
Charts and Diagrams 29
Parameters Chart 31-32
Functional Upgrade 33-35
Procedure 33
Diagram 34-35
FAQ / Troubleshooting and Solutions 36-38
Valve Is Not Actuating 36
PS2 Positioner Is Hunting 36
PS2 Positioner Does Not Move Valve 36
PS2 Positioner Is Constantly Venting 36
There Is Power and 4-20 mA But No Display 36
Valve Is Being Moved In Wrong Direction 37
Power Interruption / Broken Connection 37
Positioner Goes Past Closed To A Negative Value 37
Valve Does Not Fully Open Or Close 37
Valve Actuates Too Quickly 37
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Tools Required:
• Wrenches (5/16”, 3/8”, 7/16”, 1/2” 9/16”, 10 mm, and 13mm)
• Slotted Screwdriver
• Phillips Screwdriver
• Terminating Screwdriver
• Hex Wrench Set
For linear valves, mount all hardware as shown in Figure 1.
To determine which holes on the mounting bracket to use, refer to Figures 2 & 3
and Table 2 or follow these steps:
1Set the actuator at half travel.
2Align the feedback loop (Key 5) and feedback arm (Key 4) so that they are
both horizontal, as shown in Figure 1.
3The feedback loop (Key 5) should be compressing the spring on the feedback
arm assembly (Key 4) anywhere between 1/4” and 1/2”.
NOTE: In order to achieve proper spring compression it may be necessary to
flip the mounting bracket - connecting block (Key 2).
4Depending on the actuator type, size, and travel, a different combination of
holes on the mounting bracket will have to be used for each application. The
top 5 rows of holes are used to mount to the actuator. The bottom 4 rows are
used to mount to the positioner. Choose the combination that best allows the
feedback arm (Key 4), and the feedback loop (Key 5) to be horizontal and
parallel at half travel.
5Once this arrangement is set, tighten all the fasteners.
6Follow start-up as described in this handbook or in the Chapter on
“Commissioning” of the Siemens SIPART PS2 Operating Instructions (Latest
Edition).
OLD LINEAR MOUNTING INSTRUCTIONS
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Figure 1 Linear Hardware Mounting Diagram
10
1
13
12
3
7
6
8
15 2 5 4
9
OLD LINEAR MOUNTING INSTRUCTIONS
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Table 1
Linear Actuator Mounting Parts List
Key Description Quantity
1 Bracket, Yoke - Sliding Stem 1
2 Mounting Bracket - Connecting Block 1
3 Adjusting Bracket - Feedback Loop 1
4 Feedback Arm Assembly 1
5 Feedback Loop 1
6 Washer - Feedback Loop 1
7 Hex Nut 4
8 Hex Cap Screw, Adjusting Bracket - Mounting 2
9 Lock-washer 4
10 Hex Cap Screw, Mounting Bracket - Positioner 2
11 Lock-washer, Mounting Bracket - Yoke (Not Shown) 2
12 Hex Cap Screw, Mounting Bracket - Positioner 4
13 Lock-washer, Mounting Bracket - Positioner 4
14 Airset Mounting Screw (Not Shown) 2
15 Hex Cap Screw - Connecting Block
(Not Included - Use Existing Cap Screws) 2
16 Airset Regulator (Not Shown) 1
17 Spacer, Mounting Bracket - Yoke
(Not Shown - Sizes 1046, 1069, & 2069 Only) 2
For Mounting Instructions refer to Pages 2, 7, & 11.
OLD LINEAR MOUNTING INSTRUCTIONS
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OLD LINEAR MOUNTING INSTRUCTIONS
2
3
4
B
5
1
A
2
3
5
4
1
A
Figure 2
Mounting Bracket
Mounting Hole Diagram
Figure 3
Mounting Bracket
DFO Size 3220
Mounting Hole Diagram
6

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Table 2
Actuator Mounting Bracket Mounting Hole Location Chart
ACTUATOR
SIZE TRAVEL HOLE PATTERN ACTUATOR SIZE TRAVEL HOLE PATTERN
DFC 1046 3/4” 5-B DFO 1046 3/4” 5-A
DFC 1069 3/4” 4-A DFO 1069 3/4” 4-A
1-1/8” 4-A 1” 4-A
DFC 2069
3/4” 5-A
DFO 2069
3/4” 4-A
1-1/8” 5-A 1-1/8” 4-A
1-1/2” 5-A 1-1/2” 3-A
DFC 2105
DFC 2156
3/4” 1-A
DFO 2105
DFO 2156
3/4” 3-A
1-1/8” 1-A 1-1/8” 3-A
1-1/2” 1-A 1-1/2” 3-A
2” 2-A 2” 2-A
DFC 3105
DFC 3156
3/4” 2-A
DFO 3105
DFO 3156
3/4” 3-A
1-1/8” 2-A 1-1/8” 3-A
1-1/2” 3-A 1-1/2” 3-A
2” 3-A 2” 2-A
DFC 3220
3/4” 2-A
DFO 3220
3/4” 4-A
1-1/8” 2-A 1-1/8” 4-A
1-1/2” 2-A 1-1/2” 4-A
2” 3-A 2” 4-A
3” 2-A 3” 4-A
DFC 3220-4
2” 4-A
DFO 3220-4
2” NA*
2-1/2” 4-A 2-1/2” NA*
3” 4-A 3” 5-A
4” 4-A 4” NA*
NOTES: NA = Not available at this time.
OLD LINEAR MOUNTING INSTRUCTIONS
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Tools Required:
• Wrenches (5/16”, 3/8”, 7/16”, 1/2” 9/16”, 10 mm, and 13mm)
• Slotted Screwdriver
• Terminating Screwdriver
• Hex Wrench Set
BEFORE CONNECTING THE ACTUATOR AND VALVE STEM:
1Attach the sliding pin assembly (Keys 2, 3, 4, 5, 6, & 7) to the connecting
block bracket (Key 1), refer to Figure 4B for assembly details. Center the
sliding pin assembly in the connecting block pin slot as shown in Figure 4A.
Hand tighten the hex nut (Key 7).
2Using lock washers (Key 9) and cap screws (Key 10), mount the yoke bracket
(Key 8) to the Siemens PS2 Positioner as shown in Figure 4C. NOTE: Travel
markings are engraved on the front of the yoke bracket. Travel markings
should be visible when mounting the PS2 to the actuator yoke, as such when
looking at the cover of the PS2 housing you should be able to see the travel
markings.
3Connect the feedback arm assembly (Key 11) on to the shaft of the PS2
positioner using the socket set screw (Key 12). Refer to Figure 4D.
SIEMENS PS2 LINEAR MOUNTING INSTRUCTIONS:
NOTE: Refer to the appropriate valve and actuator instruction manuals for actuator
mounting instructions. These instructions assume that the actuator has already
been mounted to the valve but that the connecting block has yet to be installed.
The threads of the valve and actuator stems should each engage the threads of
the connecting block (Key 16) by a distance equal to that of the diameter of the
corresponding stem or greater.
1Set the actuator to the upper bench set. Move the valve stem the required
travel, the valve stem should engage the actuator stem.
2Place the connecting block on to the valve/actuator stems and align the
connecting block (Key 16) with the window of the actuator yoke. NOTE: The
connecting block should be parallel with the lower mounting pad of the
actuator yoke. Refer to Figure 5A.
Install any spacers (Key 19), connecting block bracket (Key 1), washers (Key
18), and cap screws (Key 17) as shown in Figure 5B. NOTE: The cap screws
(Key 17) should be centered in the connecting block mounting bracket. The
sliding pin assembly and sliding pin slot of the connecting block bracket should
be on the right hand side of the actuator. Refer to Table 3 for actuator sizes
that require connecting block spacers (Key 19).
8
NEW LINEAR MOUNTING INSTRUCTIONS

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NEW LINEAR MOUNTING INSTRUCTIONS
Figure 4A Sliding Pin Placement Connecting Block Bracket
SIEMENS PS2 LINEAR MOUNTING INSTRUCTIONS (Continued):
3Determine the required travel for your valve assembly and locate the
corresponding mounting holes on the yoke bracket (Key 8), refer to Figure
4C for example. Attach the yoke bracket/PS2 positioner assembly to the lower
mounting pad of the actuator yoke with lock washers (Key 14), cap screws
(Key 13), and spacers (Key 15) if required (refer to Table 1 to determine if
spacers are required). NOTE: Before tightening the mounting cap screws,
ensure that the sliding pin assembly is aligned in the feedback arm slot as
shown in Figure 5B.
4Adjust the hex nut (Key 7) on the sliding pin assembly to achieve 1/16” to
1/4” compression on the spring (Key 4), refer to Figure 5B.
5Set the actuator to 50% travel, the feedback arm (Key 11) should be
horizontal. If the feedback arm is not horizontal, adjust the connecting block
bracket (Key 1) up or down as necessary.
6Place the actuator in the fully open or closed position. Adjust the sliding pin
assembly left or right in the pin slot of the connecting bracket (Key 1) to
achieve the correct angle of travel:
For 3/4” & 1-1/8” Travel: The feedback arm (Key 11) should be at 33Oas
shown in Figure 6. Adjust the sliding pin assembly until the center of the
feedback arm slot aligns with the 3/16” hole of the yoke bracket (Key 8).
For 1-1/2” to 4” Travel: The feedback arm (Key 11) should be at 45Oas
shown in Figure 6. Adjust the sliding pin assembly until the center of the
feedback arm slot aligns with the hex nuts (Key 10) in the mounting yoke
bracket (Key 8) where it connects to the PS2.
7Follow the START-UP instructions described in this handbook or in the Chapter
on “Commissioning” of the Siemens SIPART PS2 from the Operating
Instructions (Latest Edition).
1
SLIDING
PIN
ASSEMBLY

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NEW LINEAR MOUNTING INSTRUCTIONS
Figure 4B Sliding Pin Assembly Diagram
Figure 4C Yoke Bracket Mounting
FRONT OF BRACKET
TRAVEL MARKINGS 910
8
BACK OF BRACKET
PS2
1
7
6
4
2
35
6
7
1
5
4
3
2

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NEW LINEAR MOUNTING INSTRUCTIONS
Figure 4D Feedback Arm Installation Diagram
11
8
ALIGN THE FLAT
OF THE SHAFT
WITH A SET
SCREW HOLE
12

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NEW LINEAR MOUNTING INSTRUCTIONS
Figure 5A Bracket Mounting Orientation View
816
1
10
13
14
11
UPPER
MOUNTING
PAD
LOWER
MOUNTING
PAD
ACTUATOR
STEM
VALVE
STEM

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NEW LINEAR MOUNTING INSTRUCTIONS
Figure 5B
Feedback Arm
Alignment Diagram
13
13
14
8
11 1
17 18 19
16
15
1/16” TO 1/4” GAP

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NEW LINEAR MOUNTING INSTRUCTIONS
Figure 6 Angle of Travel Feedback Arm Positions - Step 6
Table 3
Linear Actuator Mounting Parts List
Key Description Quantity
1 Connecting Block Bracket 1
2 Sliding Pin - Sliding Pin Assembly 1
3Teflon Stopper - Sliding Pin Assembly 1
4 Spring - Sliding Pin Assembly 1
5 Spring Seat - Sliding Pin Assembly 1
6 Washer - Sliding Pin Assembly 1
7 Hex Nut - Sliding Pin Assembly 1
8 Yoke Bracket 1
9 Lock Washer - PS2 Mounting 4
10 Hex Head Cap Screw - PS2 Mounting 4
11 Feedback Arm Assembly 1
12 Socket Set Screw 2
13 Hex Head Cap Screw - Yoke Bracket Mounting 2
14 Lock Washer - Yoke Bracket Mounting 2
15 Spacers - Yoke Bracket - For Actuator Size 1046 2
16 Connecting Block 1
17 Hex Head Cap Screw - Connecting Block 2
18 Washer - Connecting Block 2
19 Spacer - Connecting Block - For Actuator Sizes 2105 to 3156 2
14
33OPOSITION 45OPOSITION
11
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ROTARY MOUNTING INSTRUCTIONS
Tools Required:
• Wrenches (5/16”, 3/8”, and 10 mm)
• Slotted Screwdriver
• Phillips Screwdriver
• Terminating Screwdriver
• Hex Wrench Set
For Rotary Valves mount all hardware as shown in Figures 7 - 8.
Mounting Parts listed in Table 4. To mount a Siemens PS2 to a Rotary Actuator,
follow these steps:
1Remove the old machine screws (Key 7), old travel indicator (Key 5), and two
hex cap screws (Key 8) from the actuator cover plate (Key 12).
2Place the valve/actuator in the closed position. Set the travel indicator (Key 5)
over the pin of the pin assembly (Key 6) and place them both onto the
actuator hub. Align the travel indicator with the closed position of the actuator,
thread in the travel indicator screws; completely tighten the travel indicator
and pin assembly to the actuator hub while maintaining the alignment of the
indicator with the closed position of the actuator.
3Align the mounting bracket (Key 1) to the back of the Siemens positioner so
that the four screw holes match the holes on the positioner as described in
Figures 7 or 7A. Install the lock-washers (Key 2) and cap screws (Key 3)
and completely tighten the bracket to the positioner.
4Slide the coupler (Key 4) onto the input shaft (Key 13) of the positioner, the
flat of the PS2 input shaft does not matter to the orientation of the coupler.
Hand tighten the coupler screw (Key 4A) using the appropriate hex key. Do
not over torque the coupler screw, over torquing can damage the coupler.
5Place the spacers (Key 11) over the holes on the actuator cover plate. Place
the PS2/mounting bracket assembly onto the actuator being careful to have
the coupler fit over the pin assembly (Refer to Figure 8). Slide the two
lock-washers (Key 10) onto the mounting cap screws (Key 13). Insert the cap
screws through the bracket (Key 1) and spacers (Key 11) and into the actuator
cover plate holes. Completely tighten the cap screws and then completely
tighten the 2nd coupler screw (Key 4A) securing it to the pin assembly.
6Follow start-up as described in this handbook or in the Chapter on
“Commissioning” of the Siemens SIPART PS2 Operating Instructions (Latest
Edition).
15

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ROTARY MOUNTING INSTRUCTIONS
DFR026 ROTARY
ACTUATOR
ACTUATOR
COVER PLATE
ACTUATOR
COVER PLATE
PS2
Figure 7
Basic Rotary
Mounting Diagram
DFR026 / DFR047
*NOTE: The rotary mounting bracket (Key 1) is shown rotated 90Ofor clarity.
1* 5
6
41* 256
39
7
16

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ROTARY MOUNTING INSTRUCTIONS
Table 4
Rotary Actuator Mounting Parts List
Key Description Quantity
1 Mounting Bracket - Rotary 1
2 Lock-washer 4
3 Hex Cap Screw 4
4 Coupler 1
5 Travel Indicator 1
6 Pin Assembly 1
9 Hex Cap Mounting Bolt 2
10 Lock-washer 2
11 Spacer 2
Figure 7A
Basic Rotary
Mounting Diagram
DFR070 - DFR220
32
4A
1
4
13 4A 13
4A 4
56

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ROTARY MOUNTING INSTRUCTIONS
ACTUATOR
COVER PLATE
Figure 7B
Basic Rotary
Mounting Diagram
DFR070 - DFR220
Figure 8
Basic Rotary Mounting
Diagram continued
7
8
5
6
9
10
1
4
12
6
511

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QUARTER TURN MOUNTING INSTRUCTIONS
Mount all hardware as shown in Figure 9. Quarter Turn Actuator Mounting Parts List
is on Table 5. To mount a Siemens PS2 to an Quarter Turn Actuator, follow these
steps:
1Adhere indicator sticker (Key 3B) onto the mounting bracket (Key 4) in the
center of the centering hole (Refer to Figure 9.2).
2Attach the mounting bracket (Key 4) (actuator specific) onto the rear of the
positioner and secure using lock-washers (Key 7) and hex cap screws (Key 6).
3Push the coupling wheel (Key 1) onto the input shaft, pull it back by about 1
mm and tighten the hex socket cap screw (Key 10) with the appropriate hex
key.
4Place the carrier (Key 2) onto the end of the actuator and secure it using a
washer (Key 9) and Fillister head screw (Key 8).
5Carefully place the positioner with the mounting bracket onto the actuator
such that the pin of the coupling wheel engages in the driver.
6Align the positioner/mounting bracket assembly in the center of the actuator
and screw tight.
7Follow start-up as described in this handbook or in the Chapter on
“commissioning” of the Siemens SIPART PS2 Operating Instructions Latest
Edition. Drive the actuator to the end position and adhere scale (Key 3A) on
the coupling wheel (Key 1) according to direction of rotation and rotary
actuator.
Table 5
Basic Quarter Turn Rotary Actuator Mounting Parts List
Key Description
1 Coupling Wheel
2 Carrier
3A Scale
3B Indicator Sticker
4 Mounting Bracket
6 Hex Cap Screw
7 Lock-washer
8 Fillister Head Screw
9 Washer
10 Hex Socket Cap Screw