Westlock DIGITAL EPIC-2 DTM User manual

Page 1 of 33
DIGITAL EPIC-2®DTM®
USER GUIDE
www.westlockcontrols.com
Copyright © Crane Co. All rights reserved.
VCIOM-04615-EN 17/03
TABLE OF CONTENTS
1 Introduction ................................................... 1
2 Installation..................................................... 2
2.1 PACTWare ......................................... 2
2.2 HART Communication...................... 2
2.3 DEPIC-2 DTM.................................... 2
3 Initial setup .................................................... 3
4 Parameterization (configuration) ................. 5
4.1 Login/Logout..................................... 5
4.2 Device info......................................... 5
4.3 Configuration .................................... 5
4.3.1 HART identification........................... 5
4.3.2 Loop current ..................................... 6
4.3.3 View factory options.......................... 7
4.3.4 Factory defaults ................................ 7
4.3.5 Date/time setup ................................ 7
4.3.6 Basic configuration........................... 8
4.3.7 PST configuration ........................... 10
4.3.8 Signature configuration.................. 12
4.3.9 SOVT configuration ......................... 13
4.3.10 Alert hysteresis configuration........ 13
4.3.11 Service/maintenance
configuration................................... 14
4.3.12 Alarm configuration........................ 14
5 Calibration ................................................... 16
5.1 Last full calibration......................... 16
5.2 Full device controlled calibration .. 16
5.3 Full user controlled calibration ..... 17
5.4 Low position calibration ................. 17
5.5 High position calibration ................ 17
5.6 mA output calibration..................... 17
5.7 PV Re-range.................................... 17
6 Diagnosis ..................................................... 18
6.1 Diagnostics...................................... 18
6.1.1 Fixed mA loop test .......................... 18
6.1.2 Squawk ............................................ 18
6.1.3 Device reboot .................................. 18
6.1.4 FST................................................... 19
6.1.5 PST................................................... 25
6.1.6 SOVT ................................................ 28
6.2 Device specific status..................... 29
6.2.1 Field device status.......................... 29
6.2.2 General alarm status ..................... 29
6.2.3 PST fail alarm status...................... 29
6.2.4 Calibration error alarms ................ 30
6.2.5 Alert file........................................... 31
6.2.6 Miscellaneous device status.......... 32
7 Abbreviations............................................... 33
8 References................................................... 33
1 INTRODUCTION
Westlock Controls Digital EPIC-2®is a second
generation ARM®Cortex-M3 microcontroller
based intelligent valve position transmitter with
an advanced diagnostics functions designed
especially for safety valves. The key application
of the DEPIC-2 is on emergency shut-down
valves to monitor the valve position in real-
time and perform diagnostics functions like
Partial-Stroke (PST), Full-Stroke Test (FST)
and Solenoid Operated Valve Test (SOVT) to
ensure valve will move to its fail-safe position
in emergency situation.
The DEPIC-2 is powered through the 9-24 V
analog signal from the control system and
provides 4-20 mA position feedback and digital
HART communication on the same signal to the
control system. The safety function is provided
from the 0-24 V digital signal from the safety
system to DEPIC-2 to de-energize the valve
during an emergency shutdown event.
A step by step guided setup wizard on 64x128
graphic LCD and 3 buttons provides an easy
way to configure, calibrate and operate the
device locally. In addition, the remote HART®
DD or FDT®DTM can be used to configure,
calibrate and perform advanced diagnostics
functions on the device.
Under the hood is a powerful industry
leading low power 32 bit ARM®Cortex-M3
microcontroller with one non-contact Hall
Effect position sensor, two pressure sensors
and one temperature sensor. The low power
operation of the microcontroller keeps the
device operating even at 3.8 mA with HART®
communication during an ESD event.
The DEPIC-2 can be easily mounted using
NAMUR compatible mounting kits on linear
or rotary actuator. The completely sealed and
potted electronics are resistant to dirt and
moisture and expanded temperature range of
-40°C to +85°C enhances the reliability of the
device to work in harsh environments.

Copyright © Westlock. All rights reserved. VCIOM-04615 Page 2 of 33
DIGITAL EPIC-2®DTM®
USER GUIDE
The state of the art diagnostic functions like
Emergency Shutdown (ESD), Partial Stroke
Testing (PST), Solenoid Operated Valve Testing
(SOVT) and Full Stroke Testing (FST) lowers the
total cost of ownership by suggesting predictive
maintenance of the device under operation
before it fails and interrupt the process. The
artificial intelligence of the underlying alarm
system points to the root cause of the problem
instead of reporting nuisance alarm.
All packaged and integrated in a single housing,
DEPIC-2 offers a unique solution to tackle the
problems faced by plant operation team.
The DEPIC-2 offers variety of different user
interfaces to operate the device like Keypad/
LCD, HART DD and DTM. FDT is a platform
independent technology that standardizes
the communication and configuration
interface between the devices from different
manufactures and communication protocols.
FDT provides a common environment for
accessing the devices’ most sophisticated
features. Any device can be configured,
operated, and maintained through the
standardized user interface – regardless of
supplier, type or communication protocol.
There are 3 different essential layers of the FDT
technology as mentioned below.
• Frame Application like PACTWare
• Communication DTM like HART
Communication
• Field Device DTM like DEPIC-2 DTM
The DEPIC-2 DTM provides an interface to
access the specific features available on the
device like calibration, diagnostics etc. through
the FDT frame application. This document is
designed as a supplemental guide to help user
configure, calibrate and operate DEPIC-2 using
the DTM and any DTM based frame application
like PACTWare or other host systems.
NOTE
The DEPIC-2 is available in variety of different
models with different features and functionality. This
document is designed to cover all available features
and functionality. It is possible that your model MIGHT
NOT have some features and functions discussed in
this document. In this case, the Westlock Controls
sales team should be contacted in order to add/enable
certain features/function not available on your model.
Furthermore, all menus on the DEPIC-2 DTM are
dynamic so depending on a particular setting enabled
or disabled it will show or hide other related menus.
2 INSTALLATION
This section provides the details of the different
software components required to operate
DEPIC-2 DTM and its step by step installation
procedure.
2.1 PACTWare
PACTWare is a free FDT DTM based frame
application, which can be used to communicate
with the field device using the generic or
device specific DTM. There are also other
host manufacturers that provide DTM based
container or frame application. The DEPIC-2
DTM should work on any FDT 1.2 based frame
application like PACTWare. Download the
PACTWare from the following website at no
cost. http://www.pactware.com/en/downloads/
pactware.html
After downloading the PACTWare, run the
setup.exe file to start installation. Follow the on
screen instructions to complete the installation.
2.2 HART Communication
HART communication modem is a required
component for DTM to communicate with
the DEPIC-2. This is usually provided on
the CD that came with the HART Modem or
can be downloaded from the website of the
HART modem manufacturer. This DTM acts
as a driver for the HART modem and makes
connection between the PACTWare and the
DEPIC-2 DTM. Once downloaded, run the setup.
exe file to install the modem driver on a PC.
2.3 DEPIC-2 DTM
The DEPIC-2 DTM is a required component to
communicate and operate with the DEPIC-2.
It might have been supplied with DEPIC-2 or it
can be downloaded from the download center
below.
http://downloadcenter.
westlockcontrolsmarcom.com/
Once downloaded, run the setup.exe file to
start the installation. Follow the on screen
instructions to proceed through the installation.
A separate DEPIC-2 DTM installation procedure
is also available to assist the installation
procedure.
Copyright © Crane Co. All rights reserved.

VCIOM-04615
Page 3 of 33
DIGITAL EPIC-2®DTM®
USER GUIDE
Follow the steps mentioned below to create a
PACTWare project.
• Double click on PACTware icon on the
desktop to open DTM. You should see a
screen as shown in Figure 2.
HART Modem
250Ω Resistor
Power supply or
4-20 analog input
DEPIC-2
• Click on Device Catalog which is located on
the upper right side. If Device Catalog option
is not showing up, click on View on the top of
the toolbar and click on Device Catalog. The
screen shown in Figure 3 should appear.
• In the Device Catalog windows, Right click on
HART communication and then click on Add.
The HART communication will be added in the
left side project window.
3 INITIAL SETUP
In order to communicate with the DEPIC-2, a
PACTWare project needs to be created with
different DTM components. This project will
include the generic HART communication
DTM as mentioned in the previous section OR
a communication DTM specific to the HART
modem you are using for the setup. It will also
include a DEPIC-2 DTM that was installed in
the previous section. Figure 1 shows the basic
setup required.
• Connect the HART modem to the HART
terminals on the DEPIC-2 and plug modem
into PC where PACTWare is installed.
• Power up the DEPIC-2 electronics through
the power supply OR 4-20 mA Analog Input
block from the DCS. Follow the DEPIC-2
product manual for wiring diagrams and
details.
FIGURE 1
Basic setup
FIGURE 2
PACTWare main screen
FIGURE 3
Device catalog
Copyright © Crane Co. All rights reserved.

VCIOM-04615
Page 4 of 33
DIGITAL EPIC-2®DTM®
USER GUIDE
• In the left side Project window, Right click on
the communication you just added and select
the parameter option as shown in Figure 4.
• Configure the parameters for the HART
communication as shown below and then
select OK.
Communication interface: HART Modem
Preambles: 5 (Depending on the device, it
might need higher value)
Communication retries: 3
Serial interface: This should be the HART
modem COM port number. If you are using
RS232 HART modem, the default port might
be COM1. If you are using the USB HART
modem, find out the correct COM port
number assigned by the PC to the HART
modem and select it in this parameter. Follow
the steps below to find out the COM port for
your modem.
- Go to Windows start button and right click
on Computer and then properties, as shown
in Figure 5.
- Click on Device Manager and this will open
new tab.
FIGURE 5
Finding COM port for HART modem
FIGURE 6
Adding DEPIC-2 DTM in the PACTWare project
FIGURE 4
Viewing HART communication DTM parameter
- Click on Ports which will show where the
HART modem hardware is connected and
the COM Port assigned to the HART modem.
Start address: 0
End address: 15 (this can be lowered if you
know the polling address of the DEPIC-2,
which factory default is 0.)
• With the communication port selected on
the left Project window, Open the device
catalog window again and then Right click on
DEPIC-2 HART DTM and then click Add, as
shown in Figure 6. The DEPIC-2 HART DTM
will be added under the HART communication
DTM in the left project window.
• In the left side Project window, Right click on
the HART communication DTM (COM#) and
click connect. Once the connection is made,
COM# will become highlighted.
• In the left side Project window, Right click
on Digital DEPIC-2 DTM and click connect.
Once the connection is made, it will become
highlighted.
• In the left side Project window, Right click on
Digital DEPIC-2 DTM and click on Load from
device. This will load all parameters from the
DEPIC-2 device.
Copyright © Crane Co. All rights reserved.

VCIOM-04615
Page 5 of 33
DIGITAL EPIC-2®DTM®
USER GUIDE
4 PARAMETERIZATION (CONFIGURATION)
This section describes different parameters of
the DEPIC-2 that can be configured through the
DTM. In the left side Project window, Right click
on the DEPIC-2 DTM (It will show up as HART
long 'TAG' or other unique string name) and
click on the 'Parameter', as shown in Figure 7.
It will launch the configuration window of the
DEPIC-2 as shown in Figure 8.
4.1 Login/logout
This menu has following different kinds of login
functions.
•Factory login-logout: this can only be used by
the Westlock/Crane CPE service engineers to
enable/disable certain functions on the device
and for troubleshooting.
•User login-logout: this can be used by the
end user to protect the device from any
unauthorized access. The user can enabled
the user password setting as explained in the
basic configuration section. When the user
password is enabled, the DTM will not show
any configuration parameters or calibration
and diagnostics menu until the user logs
in using the password. Once logged in, it is
user’s responsibility to log-out to prevent
unauthorized access using the DTM.
4.2 Device info
This menu provides the device related
information as shown below.
•Manufacturer: displays the name of the
manufacturer of this device, which is
Westlock Controls or Crane CPE.
If the user login is enabled on the DEPIC-2, the configuration menu will not appear
until the user logs-in using the user password.
FIGURE 8
DEPIC-2 Parameter screen
FIGURE 9
Viewing HART configuration parameters
FIGURE 7
Opening parameter screen
• Device type: displays the model of this device,
which is Digital Epic2 or AVID
• Device ID: displays the factory pre-set
Device ID of the device required for the HART
communication.
• Show revisions: displays different hardware
and software revision the device is currently
using.
4.3 Configuration
This menu provides the different settings that
can be configured for the proper operation of
the device. The settings are categorized and
grouped based on the functions as explained
below.
4.3.1 HART identification
This section under the configuration menu has
all settings required and related by the HART
specifications as shown in Figure 9. The device
will have factory defaults values that can be
changed as needed for asset management
and tracking.
If any of this setting is changed, the new value MUST be sent to the device by
right clicking on the menu and then selecting the option 'Write directories and
subdirectories only' or 'Write parameters to device' or 'Store to device'.
Copyright © Crane Co. All rights reserved.

VCIOM-04615
Page 6 of 33
DIGITAL EPIC-2®DTM®
USER GUIDE
4.3.2 Loop current
This section under the configuration menu has
all settings required and related for the HART
communication as shown in Figure 10.
• Polling address: The polling address is used
by the DTM to initially communicate with
the device and determine the full address.
The polling address can be changed from
its factory default value of 0 if the device is
configured for the HART multi-drop mode.
In this mode, the loop current mode should
be disabled.
FIGURE 10
HART communication parameters
NOTE
The polling address CANNOT be changed from the
DEPIC-2 DTM. To change the polling address, go to
the additional functions of the HART communication
DTM.
• Loop current: the loop current mode can
be enabled or disabled and will function as
below.
- Enabled: the loop current WILL reflect the
current position of the valve
- Disabled: the loop current will be fixed at
4 mA and WILL NOT reflect the current
position of the valve.
Copyright © Crane Co. All rights reserved.

VCIOM-04615
Page 7 of 33
DIGITAL EPIC-2®DTM®
USER GUIDE
4.3.3 View factory options
This menu shows the device options that are
currently enabled or disabled on the device.
These are read only options and cannot be
modified by the user. However the user can
contact Westlock Controls to enable additional
options on the device. For example, if the user
purchased the DEPIC-2 without the partial-
stroke function and later on decided to add
the partial-stroke option, it can be added by
contacting the factory.
4.3.4 Factory defaults
This menu allows the user to perform the
factory defaults on the device, which will
restore all parameters to the factory default
values. The user MUST re-configure and re-
calibrate after performing the factory defaults.
Certain parameters like Date/Time, LCD
rotation, user password will not be restored to
factory defaults.
4.3.5 Date/time setup
This menu allows the user to configure the
clock on the device. The user can view the
current status of the clock and also configure
the new date and time through the screen
shown in Figure 11.
• RTC status: shows the current status of the
real-time clock.
• Current date: shows the current date on the
device.
• Current time: shows the current time on the
device.
• Last set date: shows the last date when the
clock was setup on the device.
•Last set time: shows the last time when the
clock was setup on the device.
To setup the new date and time on the clock,
follow the steps below.
• In the New Set Date section, enter the new
date to be setup.
• In the New Set Time section, enter the new
time to be setup. The time should be entered
in the 24 hours in HH:MM:SS format. For
example 1:30PM should be entered as
13:30:00 and 5:07AM should be entered as
05:07:00.
• Press the Execute button. The DTM will send
the new date and time to the device.
• Alternatively to set the exact date and time
of the PC that is running the PACTWare, just
press the 'Execute' button next to the 'Set
Current PC Date/Time'.
FIGURE 11
Date/Time setup
Copyright © Crane Co. All rights reserved.

VCIOM-04615
Page 8 of 33
DIGITAL EPIC-2®DTM®
USER GUIDE
4.3.6 Basic configuration
This section has all parameters that need to be
configured for the basic operation of the device
and to calibrate the device as explained below.
• Rotary/linear valve: this setting defines the
actuator movement on which the device is
mounted as below.
- Rotary: the DEPIC-2 assumes it is mounted
on the rotary actuator and so it converts the
angular rotary position to the linear position.
- Linear: the DEPIC-2 assumes it is mounted
on the linear actuator and so it allows user
an optional linear calibration to compensate
the non-linearity of the magnets.
• Actuator type: this setting defines the
actuator action on which the device is
mounted. Currently this setting cannot be
changed by the user as it only supports
the spring-return/single-acting actuator.
However a future release of the firmware will
have support for the double acting actuator.
FIGURE 12
Basic configuration parameters
• Device control: this setting defines whether
the DEPIC-2 can control the actuator on
which it is mounted in order to perform the
calibration and other diagnostics functions.
- Enabled: the DEPIC-2 controls the actuator
through the on-board relay so that it can
move the valve to close and open position
in order to perform the auto calibration and
other diagnostics functions like full-stroke
signatures.
- Disabled: the DEPIC-2 doesn’t control the
actuator through the on-board relay except
for PST. The auto-calibration is not available
in this case so the user has to perform the
manual calibration where the user has to
move the valve to close and open position
when asked during the calibration.
NOTE
The Partial-Stroke (PST) function will still be available
even if the device control setting is disabled.
Copyright © Crane Co. All rights reserved.

VCIOM-04615
Page 9 of 33
DIGITAL EPIC-2®DTM®
USER GUIDE
• ESD: this setting is ONLY available if your
DEPIC-2 model has the ESD feature enabled
from factory options. It defines whether the
DEPIC-2 should monitor the voltage signal on
the solenoid and generate an alarm when the
solenoid is de-energized.
-Enabled: the DEPIC-2 monitors the voltage
signal of the solenoid and considers it as
normal operation when the solenoid is
energized and emergency shut-down when
the solenoid is de-energized. When this
setting is enabled, it shows other menus
related to the ESD to generate an alarm
when the ESD occurs. Please see section
alarm configuration for ESD related alarms.
- Disabled: the DEPIC-2 does not monitor the
voltage signal of the solenoid and doesn’t
provide indication on the LCD and generate
an alarm when the solenoid is de-energized.
When this setting is disabled, it also hides
certain menus that are related to the ESD
like ESD alarm.
• PST/SOVT: this setting is ONLY available
if your DEPIC-2 model has the PST/SOVT
feature enabled from factory options. It
defines whether the DEPIC-2 should make
the PST and SOVT functionality available to
the user under the diagnostics menu.
- Enabled: the DEPIC-2 shows the menus to
configure the PST/SOVT related parameters
and allows a way to perform these tests
under the diagnostics menu.
- Disabled: the DEPIC-2 hides the menus to
configure the PST/SOVT related parameters
and hides the menu item to perform these
tests under the diagnostics menu.
• Fail mode: this is an important setting to
configure for a successful calibration. It
tells DEPIC-2 how the magnet assembly is
oriented and how it rotates or moves when
the solenoid is de-energized. Please read the
DEPIC-2 product manual for installation of
the magnet assembly or beacon on a rotary/
linear fail-open/fail-close actuator
- Fail close: the DEPIC-2 assumes when the
solenoid is de-energized the valve moves in
usually clockwise direction and the closed
symbol (Т) is visible on the beacon.
- Fail open: the DEPIC-2 assumes when the
solenoid is de-energized the valve moves in
usually counter clockwise direction and the
open symbol (||) is visible on the beacon.
• User password: this setting can be used
to block access to certain menus like
configuration, calibration and diagnostics.
- Enabled: the DEPIC-2 shows only read-only
menus like device status, device unless the
user is logged-in with the user password.
The user has to enter the password to gain
access to other menus like configuration,
calibration and diagnostics. The factory
default user password is '123456' and the
user may need to change and select their
own secure password as mentioned in the
next parameter 'Change Password'.
- Disabled: the DEPIC-2 doesn’t require the
user to enter the password to gain access
to configuration, calibration and diagnostics
menu. All menus are available to all users
all the time without password.
Copyright © Crane Co. All rights reserved.

VCIOM-04615
Page 10 of 33
DIGITAL EPIC-2®DTM®
USER GUIDE
There are certain settings available under
a separate menu 'User Interface (UI)
Configuration' under basic configuration as
shown in Figure 13.
• Temperature units: this setting defines
how the temperature is displayed on all
diagnostics data.
- Fahrenheit: the temperature is displayed in
Fahrenheit everywhere including LCD and
DTM.
- Celsius: the temperature is displayed in
Celsius everywhere including LCD and DTM.
• Rotate LCD display: this setting defines how
the text appears on the LCD
- Normal: the text appears in normal fashion
on the LCD
- Rotated: the text appears 180° rotated on
the LCD. This is useful when the DEPIC-2
unit is mounted in such a way where it is
difficult to read the text on the LCD
• LCD Contrast: this setting defines the
contrast of the LCD. The contrast can be set
between the value 27(min) to 63(max). The
higher contrast helps better visibility of the
text on LCD but consumes more current.
FIGURE 13
UI configuration parameters
• LCD Menu time-out: this setting defines the
timer for the DEPIC-2 so that when it is in
the menu screen on the LCD and there is no
keypad activity for a defined timeout period,
the DEPIC-2 will exit the menu screen on the
LCD and display main screen. It can be set in
1 minute interval from 1 to 60 minutes.
NOTE
If the calibration is initiated from the keypad/LCD,
this setting is ignored and the DEPIC-2 will stay in the
calibration until the calibration finishes.
• Calibration time-out: this setting defines the
timer for the DEPIC-2 during calibration so
that if the calibration doesn’t finish within the
specified time, it will abort the calibration. It
can be set in 1 minute interval from 1 to 60
minutes. It is recommended to set higher
value for large actuators where the valve
open and close time is too long.
Copyright © Crane Co. All rights reserved.