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.

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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.
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VCIOM-04615
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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
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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.
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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'.
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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.
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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
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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.
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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.
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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.
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DIGITAL EPIC-2®DTM®
USER GUIDE
• PST Travel-limit: this parameter (previously
known as PST Set-Point) defines the limit
DEPIC-2 cannot cross during the PST from its
fully energized position. For example, for 25%
travel limit on a fail closed valve, the PST will
fail if the valve travels more than 25% from its
energized position OR 75% actual position.
• PST Travel-limit error: this parameter
defines the safe area during the valve
movement. For example, for 25% travel
limit and 10% travel-limit error setting, the
DEPIC-2 will make the valve move 15% and
then energize the solenoid to move the valve
back to its fully energized position to avoid
surpassing the 25% hard travel limit.
• PST Break-time hysteresis: this parameter
defines the hysteresis limit for the PST break
time parameter. During the maintenance
PST, the DEPIC-2 compares the break time
to the baseline PST’s break time and if it
is outside the hysteresis limit set in this
parameter, it generates an alert to warn the
user that the dynamics of the valve/actuator
package has changed.
4.3.7 PST Configuration
This menu might be available depending on if
the DEPIC-2 model has the PST option enabled
or disabled and the user has logged in using
the user password. Also the user PST setting
in the basic configuration MUST be enabled to
gain access to this menu. Furthermore, certain
parameters might be hidden or not available
depending on other setting like Signature. This
section shows all configurable parameters for
Partial-Stroke Testing. These parameters can
be accessed under the PST configuration menu
as shown in Figure 14.
FIGURE 14
PST configuration parameters
• PST Cycle limit: each time the DEPIC-2
perform a PST it keeps track of the number of
PST it has performed so far. The user can set
this parameter so that DEPIC-2 will generate
an alert to warn the user that the DEPIC-2
has performed certain number of PSTs on the
attached valve.
• PST Cycle count: each time the DEPIC-2
perform a PST it keeps track of the number
of PST it has performed so far. This is a
parameter that provides this information
to the user. In addition, the user can reset
this parameter when the attached valve is
serviced or replaced with a new valve.
• PST I/O: the DEPIC-2 offers digital input to
activate the PST through an external dry
contact signal and provides the PST status
output on another digital output signal. This
setting can be enabled or disabled for this
functionality. Please read the DEPIC-2 IOM
for wiring and signal description.
• Auto PST: the DEPIC-2 offers a feature to
automatically perform a maintenance PST
on a regular time interval. The parameters in
this section allow the user to configure this
functionality in number of days.
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DIGITAL EPIC-2®DTM®
USER GUIDE
• PST Fail limits: this section has the
parameters that decides the pass/fail status
of the PST as explained below.
- Break pressure hysteresis: this parameter
is used to compare the maintenance PST
break pressure to the baseline PST break
pressure and if it is outside this hysteresis
limit, the DEPIC-2 considers the PST as a
failure. PST break pressure is the pressure
recorded when the DEPIC-2 observes
the initial valve movement from its fully
energized position during the PST.
- Travel-time hysteresis: this parameter
is used to compare the maintenance PST
travel-time to the baseline PST travel-time
and if it is outside this hysteresis limit, the
DEPIC-2 considers the PST as a failure. The
PST travel-time is the time recorded by the
DEPIC-2 when the valve start movement
from its fully energized position to the time
it reaches the travel-limit
- Total-time limit: this parameter is ONLY
used in the case where the DEPIC-2 model
has the pressure sensors (Signature) option
disabled. In this case, this parameter is
used as a time limit for the PST. If the PST
doesn’t finish within this time, the DEPIC-2
considers the PST as a failure.
4.3.8 Signature configuration
This menu might be available depending on if
the DEPIC-2 model has the Signature option
enabled or disabled and user has logged
in using the user password. Furthermore,
certain parameters might be hidden or not
available depending on other settings. This
section shows all configurable parameters for
Full-Stroke Testing. These parameters can be
accessed using the 'Signature' menu as shown
in Figure 15.
FIGURE 15
Signature configuration
• Signature: this parameter can be used to
let DEPIC-2 know if it should capture the
signatures (pressure and position) samples
during the PST and FST. It indirectly indicates
if the DEPIC-2 has the pressure sensor-1
connected/used or not.
- Enabled: the DEPIC-2 assumes it has
pressure sensor-1 connected electronically
and pneumatically so it checks the pressure
during calibration and other diagnostics like
PST, SOVT and FST. When this parameter
is enabled, it is up to the user to select the
proper setting for the pressure sensor-2
depending on how it is connected or used.
- Disabled: the DEPIC-2 assumes it doesn’t
have pressure sensor-1 connected
electronically and pneumatically so
it doesn’t check the pressure during
calibration and other diagnostics like PST,
SOVT and FST. It also doesn’t generate any
pressure related alerts or alarms. When
this parameter is disabled, the pressure
sensor-2 is disabled also.
• Pressure sensor-2: this parameter can be
used to let DEPIC-2 know if it should monitor
the pressure on the pressure sensor-2 during
the PST, FST and generate an alert or alarm.
The user can connect the pressure sensor-2
port pneumatically to monitor the supply
pressure or actuator secondary chamber
pressure. In order to monitor the pressure
sensor-2, this setting must be enabled.
- Enabled: the DEPIC-2 assumes pressure
sensor-2 is electrically connected and it
should monitor the pressure on this sensor.
- Disabled: the DEPIC-2 doesn’t monitor the
pressure on this sensor.
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• Pressure sensor-2 usage: this setting is
ONLY available if the pressure sensor-2
is enabled. It basically tells DEPIC-2
how the pressure sensor-2 is connected
pneumatically.
- Supply pressure: the DEPIC-2 assumes
pressure sensor-2 is pneumatically
connected to monitor the supply pressure.
-Actuator chamber: the DEPIC-2 assumes
pressure sensor-2 is pneumatically
connected to monitor the pressure within
the second chamber of the actuator.
• Dynamic baseline: the DEPIC-2 offers a way
to capture the FST signature automatically
without direct user intervention. This setting
can be used to configure automatic capture
of the baseline full-stroke signature on a
particular valve cycle. For example, if the
setting is configured at 5, the DEPIC-2 will
capture the full stroke signature when
the valve cycles full-stroke 5th time. The
minimum required value for this setting is 2.
This can be used by a user who wants to
capture a baseline signature after a break-in
period on a new valve.
4.3.9 SOVT Configuration
This menu will ONLY be available if the DEPIC-2
model has the Signature option enabled; the
user has enabled the signature parameter as
mentioned in the above section and the user
has logged in using the user password.
• Auto SOVT: the DEPIC-2 offers a feature to
automatically perform maintenance SOVT on
a regular time interval. The parameters in
this section allow the user to configure this
functionality in number of days.
4.3.10 Alert hysteresis configuration
This menu provides different hysteresis
parameters that can be configured by user
to control the generation of Alerts. DEPIC-2
considers alerts as a warning signal and not
a critical failure. Thus the values in these
parameters should be different than the Alarm
hysteresis since an alert indicates a trend
building towards a potential failure but not a
failure yet. These parameters can be accessed
and configured as shown in Figure 16.
• Open time: this value represents the
allowable deviation value (±%) from its
baseline open break and travel time before
generating an alert. It is used for the FST and
PST travel-time.
• Close time: this value represents the
allowable deviation value (±%) from its
baseline close break and travel time before
generating an alert. It is used for FST and PST
travel-time.
• Open position: this value represents the
allowable deviation value (±%) from its
baseline open position before generating
an alarm. It is used to determine the valve
movement during PST and FST.
• Close position: this value represents the
allowable deviation value (±%) from its
baseline close position before generating
an alarm. It is used to determine the valve
movement during PST and FST.
• Pressure-1: this value represents the
allowable deviation value (±%) from its
baseline break or supply pressure-1
reading before generating an alarm. It is
only available for the devices with signature
option.
FIGURE 16
Alert hysteresis parameters
• Pressure-2: this value represents the
allowable deviation value (±%) from its
baseline break or supply pressure-2 reading
before generating an alarm. This parameter
is only available if the user enabled the
pressure sensor-2 and signature.
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4.3.11 Service/maintenance configuration
This menu provides the parameters to set a
reminder to service the valve or actuator by
specified date. It also shows the information
about the last service performed as shown in
Figure 17.
• Service interval: this parameter can be
used to set a reminder so that DEPIC-2
will generate an alarm to warn the user to
perform the service on valve or actuator. The
service alarm should be enabled to get an
alarm generation as discussed in the alarm
configuration section.
- 0 (Disabled): when this parameter has
value 0, it is disabled.
- 1-365: the interval in number of days to
generate a service alarm.
- Last service date: the date when the last
service was performed. This is basically
a date when the service interval was re-
configured.
- Last service time: the time when the last
service was performed. This is basically
a time when the service interval was re-
configured.
- Next service date: the date when the next
service should be performed or an alarm
will be generated
- Next service time: the time when the next
service should be performed or an alarm
will be generated. The time is based on
the last time the service interval was re-
configured.
4.3.12 Alarm configuration
This section contains the parameters to
configure different critical alarms on the
DEPIC-2 to let user know about a specific
failure that occurred on the device. The
parameters are explained below.
• Alert alarm: the DEPIC-2 has two types
mechanism to let user know about fault
conditions on the device. One is the Alert,
which is not critical but still informational and
another is Alarm, which is a critical failure
and requires an immediate attention. This
alarm when enabled, warns user if there is
any active alert on the device. It is up to the
user to browse through the alert file and
find out the specific alert that triggered this
alarm. When disabled, the device will not
report any active alert generation through this
alarm.
• Service alarm: this alarm is tied to the
service/maintenance configuration mentioned
in the previous section. When the service
interval is configured and this alarm is
enabled, the device will generate an alarm
when the service period expires to let user
know. When the alarm is disabled, the user
has to manually look at the service parameter
and find out when the next service is due on
the device. This alarm is for information only
and doesn’t indicate any critical failure.
FIGURE 17
Service configuration parameters
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• Cycle alarm: the DEPIC-2 keeps count of the
number of cycle valve has performed. This
count can be useful in determining when
the valve or actuator is coming to an end of
life or requires maintenance. The user can
configure this alarm to get that information.
Cycle alarm has three different parameters
as shown below.
- Cycle count: provides the current count of
the valve cycles.
- Cycle limit: indicates the limit to generate
a cycle alarm (if enabled) when the Cycle
Count reaches this value.
- Cycle alarm: if enabled, generates an alarm
when the Cycle Count reaches to the Cycle
Limit. If disabled, this check is ignored. This
alarm is for information only and doesn’t
indicate any critical failure.
• ESD Alarm: this alarm is tied to the ESD
monitor setting in the basic configuration.
If the ESD monitoring is disabled, this alarm
is not accessible. If the ESD monitoring
is enabled, this alarm can be enabled to
generate an alarm and let user know when
the ESD condition occurred. If disable, the
ESD condition will be displayed on the LCD
but will not be reported as an alarm for
immediate attention.
•PST Fail alarms: this section provides a way
to configure all PST fail alarms, which are
all enabled as a factory default option but
can be disabled by the user. When disabled,
the device will not generate an alarm when
the PST failed due to that specific failure as
explained below. The PST alarms can be
accessed and configured using the screen
shown in Figure 18.
FIGURE 18
PST fail alarms configuration
-Invalid position: PST/SOVT Valve was in an
Invalid Postion from which to perform the
requested operation. This can be caused
due to not enough supply pressure or
solenoid voltage to keep the valve to its fully
energized position.
- PST Fast travel time: the maintenance PST
travel time was more than the baseline PST
travel time by the PST travel time hysteresis
value configured by the user.
- PST Slow travel time: the maintenance PST
travel time was less than the baseline PST
travel time by the PST travel time hysteresis
value configured by the user.
- PST High break pressure: the maintenance
PST break pressure was higher than the
baselin PST break pressure by the PST
break pressure hysteresis set by user.
- PST Low break pressure: the maintenance
PST break pressure was lower than the
baselin PST break pressure by the PST
break pressure hysteresis set by user.
- PST Not reached travel limit: the baseline
PST didn’t reach to the travel limit set by the
user. It indicates the valve started moving
but then got stuck before it reaches to the
travel limit
- Solenoid fail: this is an indication of a
solenoid failure during PST or SOVT as it
didn’t detect the expected change in the
pressure at various stages of PST/SOVT.
- Solenoid2 fail: this is an indication of a
solenoid2 failure during PST for duplex
board or SOVT on solenoid 2 as it didn’t
detect the expected change in the pressure
at various stages of PST/SOVT.
- Pressure sensor fail: this is an indication
that the pressure sensor is not working
as expected and might be damaged or
unplugged.
- Invalid pressure: this indicates that the
pressure measured before starting the PST
is outside the hysteresis limit set so the
PST can’t be started. This is helpful in the
situation where the low supply pressure
can cause too much overshoot or affect
the ability of the valve to come back to fully
energized position after performing PST.
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DIGITAL EPIC-2®DTM®
USER GUIDE
5 CALIBRATION
This section provides methods to perform
different types of calibration as discussed
below. Follow the steps below to access the
calibration menu, as shown in Figure 19.
• In the left side project windows, Right click on
the DEPIC-2 long tag.
• Browse to 'Additional Functions'.
• Select 'Calibrate Device'.
• The calibration menu screen will pop up as
shown in Figure 20.
NOTE
If the user password setting under the basic
configuration menu is enabled, the calibration menu
WILL ONLY be available after the user logs in using
the password.
Each item available under this menu is
explained in details as below.
5.1 Last full calibration
This is a read only parameter and provides
the information about the last successful full
auto or manual calibration. This parameter is
not updated if the user perform other types of
calibration like low, high, mA etc.
FIGURE 19
Accessing calibration menu
FIGURE 20
Calibration menu
5.2 Full device controlled calibration
This calibration method is ONLY available
if the device control setting under the basic
configuration menu is enabled. This calibration
allows the device to perform the full calibration
automatically without user intervention to
move the valve to de-energized and energized
position using the relay on the board. During
the calibration, the DEPIC-2 reads the lower
and upper end of the position and pressure
sensors and also measures the opening and
closing speed of the valve. If the transmitter
output current is not correct after this
calibration, it is recommended to perform the
mA calibration. Please follow the instruction
messages displayed on the screen during this
calibration to finish the calibration.
NOTE
The valve MUST be in its fully energized position to
start this calibration.
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5.3 Full user controlled calibration
This calibration method is ONLY available
if the device control setting under the basic
configuration menu is disabled. This calibration
allows user to perform the calibration manually
with user moving the valve to de-energized
and energized position manually. During this
calibration, the DEPIC-2 reads the lower and
upper end of the position and pressure and also
calibrates the mA transmitter output current.
If the transmitter output current is not correct
after this calibration, it is recommended to
perform the mA calibration. Please follow the
instruction messages displayed on the screen
during this calibration to finish the calibration.
5.4 Low position calibration
This calibration method allows the user to
perform only the lower end of the position (0%)
without affecting any other parameters within
the full calibration like the upper end position,
pressure readings, speed etc. The user MUST
have completed either the full device controlled
or full user controlled calibration before
performing this calibration. This calibration is
useful in the case where after performing the
full device/user controlled calibration, the user
observes drift in the position for the lower end
over the time due to the change in temperature,
pressure, magnets degrading or weakening
actuator spring or lose valve shaft coupler. The
valve must be in appropriate position before
starting this calibration.
5.5 High position calibration
This calibration method allows the user to
perform only the upper end of the position
(100%) without affecting any other parameters
within the full calibration like the lower end
position, pressure readings, speed etc. The
user MUST have completed either the full
device controlled or full user controlled
calibration before performing this calibration.
This calibration is useful in the case where
after performing the full device/user controlled
calibration, the user observes drift in the
position for the upper end over the time due
to change in temperature, pressure, magnets
degrading or weakening actuator spring or
lose valve shaft coupler. The valve must be
in appropriate position before starting this
calibration.
5.6 mA Output calibration
The DEPIC-2 provides the valve position
feedback through the 4-20 mA analog output
current. This mA output current has factory
default value as 4 mA for the valve close (0%)
position and 20 mA for the valve open (100%)
position. It might be useful to the user to fine
tune these values or perform a custom mA
calibration where the desired mA output values
different than the factory default values. This
calibration allows the user to adjust these
values. The user is required to connect the
accurate mA current meter in the loop during
this calibration. Please follow the instructions
displayed on the screen to perform this
calibration.
5.7 PV Re-range
This function allows the user to change the
range of the primary variable, which is the valve
position so that the DEPIC-2 provides the alerts
for appropriate position. The user can change
the factory default values to its custom required
values so that the DEPIC-2 will generate an
alert like PV out of range any time the valve
position is outside the values specified in this
parameter.
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DIGITAL EPIC-2®DTM®
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6 DIAGNOSIS
This menu provides access to different
diagnostics functions available on the DEPIC-2.
Follow the steps below to access this menu,
as shown in Figure 21. If the user has enabled
the password setting in the basic configuration
menu, some of the items in the Diagnostics
menu might not be available until the user logs
in using the password.
• In the left hand side project window, Right
click on the DEPIC-2 DTM and select
'Diagnosis'.
• It will open the diagnostics menu in a new
window as shown in Figure 22.
6.1 Diagnostics
This menu has different diagnostics functions
available on the DEPIC-2. Following sections
describes the details of each diagnostic
function available under this menu.
6.1.1 Fixed mA loop test
This method allows user to put the device into
fixed current mode instead of representing
the actual valve position. This is useful to the
user in finding any issues related to the HART
communication 4-20 mA loop. The user can
select the value for the fixed current mode. The
device will stay in fixed current mode until the
user ends this test. The user is recommended
to connect an accurate mA meter in the loop
during this test. Please follow the instructions
displayed on the screen to finish the test.
FIGURE 21
Accessing diagnostics menu
FIGURE 22
Diagnostics menu
6.1.2 Squawk
This function helps user visually locate
the DEPIC-2 to make sure the DTM is
communicating with the correct device in case
of multi-drop mode OR if the device is located
at a different location such as overhead with
the HART communication access points at
other location. When invoked, the DTM will
instruct the DEPIC-2 to blink the LED on the
board as a visual indication that it is receiving
the command sent from DTM. Follow the
instructions on the screen. If the number of
Squawk is 5, the DEPIC-2 will flash the LED
5 times. This number can be changed by the
user.
6.1.3 Device reboot
This method allows the user to reboot the
DEPIC-2 from the DTM without disconnecting
the power physically. This will help user if the
device is being stuck in some mode and it is
necessary to reboot the device. Please follow
the instructions displayed on the screen to
perform the reboot on the device.
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6.1.4 FST
This menu will only be available if the factory
Signature option is enabled and the user
has enabled the signature setting under the
configuration menu. Signatures is one of the
diagnostic features available to the user (if
he permits the movement of the valve for
full-stroke) by which the user can determine
degrading performance of the actuator/valve
by comparing the Baseline runtime data to
the last captured Maintenance runtime data.
The signature data itself is used for plotting
in graphical format and includes 255 samples
of position and pressure readings during the
valve movement from open to close and vice
versa. The intelligent alarm system compares
the maintenance signature runtime data to the
baseline signature runtime data and generates
an alarm if there is a deviation that exceeds
the specified tolerance limit in the hysteresis
settings. The following section describes each
function available under this menu in detail.
6.1.4.1 Generate new signatures
This menu allows user to capture the Baseline
and Maintenance signatures on the device by
de-energizing the solenoid to move the valve
to its fail-safe position and then re-energizing
solenoid to bring the valve back to its original
position. The user can generate following two
types of signatures using the DTM. Follow the
instructions displayed on the screen to capture
the signatures.
•Baseline signatures: this signature must be
captured before capturing the maintenance
signature as it serves as a reference to
compare the future maintenance signatures
against. This signature should be generated
when the valve/actuator package is installed
and commissioned.
• Maintenance signatures: the baseline
signature must be captured before capturing
this signature. The maintenance signature
should be captured by the user periodically
to detect the degrading valve/actuator
performance. The latest maintenance
signature will be compared to the baseline
signature data and any deviation in the
parameter by the specified hysteresis limits
in the configuration menu will generate an
alert to warn user about potential issue. The
device can store maximum of 4 maintenance
signatures at a time. The user has the ability
to lock and unlock the specific maintenance
signature data. The user can lock maximum
of 2 maintenance signatures leaving the other
2 to capture the latest data. If a maintenance
signature is out of tolerance with the
baseline, the device will automatically
lock that maintenance signature for future
reference until unlocked by the user.
NOTE
The valve MUST be in its fully energized position to
capture full stroke signature.
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6.1.4.2 Show all signatures
This menu allows user to view the signature
data and plot for the current signatures
captured by the user on the device. This screen
will show the number of total signatures and
maintenance signatures available on the device
as shown in Figure 23.
NOTE
As explained below, the DTM allows the user to view/
plot following signatures under this menu.
• Integrator signature
This signature will only be available to view
only (not for plotting the graph) if the user
has captured the integrator signature using
the keypad/LCD. The integrator signature
is basically generated by the person who is
integrating DEPIC-2 with valve and actuator
from different manufactures. The purpose
of generating this signature is to make sure
the whole package was tested when it was
integrated at the distributor location. This
signature can only be generated using the
keypad/LCD and not from the DTM, as shown
in Figure 24. However the data can be viewed
from the DTM. None of the data from this
signature is used to compare against other
data to generate any alert or alarm.
FIGURE 23
Viewing all maintenance FST signatures
FIGURE 24
Viewing integrator FST signature
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