Westlock DS User manual

WESTLOCK CONTROLS
280N MIDLAND AVENUE, STE.258, SADDLE BROOK, NJ 07663 TEL: [phone] FAX: [phone]
www.westlockcontrols.com
11/25/19 TECH-541-EN Page 1 of 19
DS Transmitter
(Digital Signal)
OPERATING MANUAL
IOM: Tech-541-EN Revision: -
Prepared By:
Fahima Begum
Date:
10/21/19
Drafting Work Order:
24037
ECN:
Reviewed By:
W. Ferraz
Date:
12/17/19
Approved By:
C. Irwin
Date:
12/17/19
This IOM contains confidential information and is issued in confidence on the condition that it be returned on
demand and not be copied, reproduced, disclosed to others or used in manufacture of the subject matter thereof
without the written consent of Westlock Controls

WESTLOCK CONTROLS
280N MIDLAND AVENUE, STE.258, SADDLE BROOK, NJ 07663 TEL: [phone] FAX: [phone]
www.westlockcontrols.com
11/25/19 TECH-541-EN Page 2 of 19
Revision History
Revision
XX/XX/XX
Initial release
Westlock Controls Locations
USA
Phone: [phone] •Fax: [phone]
Europe
Phone: [phone]

WESTLOCK CONTROLS
280N MIDLAND AVENUE, STE.258, SADDLE BROOK, NJ 07663 TEL: [phone] FAX: [phone]
www.westlockcontrols.com
11/25/19 TECH-541-EN Page 3 of 19
Table of Contents
1 Introduction .......................................................................................................................... 4
1.1 Product Certification (Component Ratings) ..................................................... 4
1.2 Warnings ....................................................................................................................... 4
1.3 Description ................................................................................................................... 5
1.4 Principles of Operation ............................................................................................ 5
2 DS Keypad & User Interface .......................................................................................... 5
2.1 Electronics .................................................................................................................... 5
2.2 User Interface ............................................................................................................. 6
2.3 LED .................................................................................................................................. 6
2.4 LCD .................................................................................................................................. 6
3 DS Menu Tree ...................................................................................................................... 7
4 Calibration ............................................................................................................................. 9
4.1 Basic Low Calibration ............................................................................................... 9
4.2 Basic High Calibration ............................................................................................ 10
5 Advanced Calibration ...................................................................................................... 11
5.1 Advanced Low Current Calibration ................................................................... 11
5.2 Advanced High Current Calibration .................................................................. 12
6 Reverse Current Option ................................................................................................. 13
7 Loop Test Mode ................................................................................................................. 14
8 Device Reset....................................................................................................................... 15
9 Factory Reset ..................................................................................................................... 16
10 Troubleshooting ................................................................................................................ 17
11 Maintenance and Repair ................................................................................................ 17
Appendix ...................................................................................................................................... 18

WESTLOCK CONTROLS
280N MIDLAND AVENUE, STE.258, SADDLE BROOK, NJ 07663 TEL: [phone] FAX: [phone]
www.westlockcontrols.com
11/25/19 TECH-541-EN Page 4 of 19
1 Introduction
1.1 Product Certification (Component Ratings)
US/Canada
ATEX/IECEx
Intrinsically Safe: Zone 0, Zone
1
Intrinsically Safe: Category 1 & 2
Cl. I, Div. 1, Grps A, B, C, and D;
Cl. I, Zone 0, AEx ia IIC;
Cl. I Zone 1, AEx ib IIC;
T4 Ta=-40°C to +85°C
II 1 G Ex ia IIC Ga -40°C ≤ Ta ≤85°C
II 2 G Ex ib IIC Gb -40°C ≤ Ta ≤85°C
Intrinsically Safe: Zone 2
Category 3
Cl. I, Div. 2 Grps A, B, C, D;
Cl. I, Zone 2, AEx ic IIC;
T4 Ta= -40°C to +85°C
II 3 G Ex ic IIC Gc
-
40°C
≤ Ta ≤ 85°C
II 3 G Ex ec IIC Gc -40°C ≤ Ta ≤85°C
II 3 G Ex nA IIC Gc -40°C ≤ Ta ≤85°C
Increased Safety/Non
-
Incendive:
Zone 2
Cl. I, Div. 2 Grps A, B, C, D;
Cl. I, Zone 2, AEx ec IIC;
Cl. I, Zone 2, AEx nA IIC;
T4 Ta=-40°C to +85°C
1.2 Warnings
 Before using this product, please ensure that the product and its certification
(Section 1.1) are suitable for the intended application.
 If the equipment is likely to be exposed to aggressive substances, it is the
responsibility of the user to take suitable precautions to prevent it from
adverse effects, thus ensuring that the type of protection provided by the
equipment is not compromised.
 The DS transmitter should be handled with care when being installed or
stored.
 Before electrical installation, please read the applicable I.D. label for the
entity parameters and certificate conditions of safe use. The hazardous ratings
of the unit which the DS Transmitter is installed, supersedes component
ratings listed in section 1.1.
 Do not remove DS transmitter from unit and install outside of the enclosure or
in a 3rd party switchboxes.
 Before commissioning, ensure control loop is not in automatic mode.

WESTLOCK CONTROLS
280N MIDLAND AVENUE, STE.258, SADDLE BROOK, NJ 07663 TEL: [phone] FAX: [phone]
www.westlockcontrols.com
11/25/19 TECH-541-EN Page 5 of 19
1.3 Description
Westlock Controls’ next-generation DS digital transmitter provides highly repeatable,
accurate, and precise valve position via 4-20 mA feedback. DS uses state-of-the-art
through-shaft potentiometer to measure position and transmit data within 20 ms.
The DS transmitter is offered in conjunction with a variety end-of-travel switches
and sensor options, (Mechanical, Magnetic, or Inductive). DS transmitter has
integrated LCD and pushbuttons with LED indicators for quick and intuitive
calibration. The DS transmitter component is globally approved with ratings as per
the table shown in section 1.1, and is an option in Westlock AccuTrak™ and
Quantum™ families. The DS transmitter is certified for Explosionproof, Intrinsically
Safe, and Non-Incendive applications.
1.4 Principles of Operation
The DS transmitter utilizes two pushbuttons with two bi-color LEDs for calibration
and changing transmitter settings. The LCD displays valve position (% Open) as
well as various setting options. The through-shaft potentiometer is aligned with the
shaft, allowing for mounting Westlock Beacon on the same shaft. It is directly pinned
to the shaft, avoiding gears that wear and create position reading inaccuracy.
2 DS Keypad & User Interface
NOTE: The device takes about 20 seconds to start up.
2.1 Electronics
Figure 1 below represents the DS electronics module.
Figure 1: DS Module

WESTLOCK CONTROLS
280N MIDLAND AVENUE, STE.258, SADDLE BROOK, NJ 07663 TEL: [phone] FAX: [phone]
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11/25/19 TECH-541-EN Page 6 of 19
2.2 User Interface
The User Interface (see figure 2), consists of the following features:
Figure 2: User interface layout
The SELECT key is located on the left side of the user interface and the NEXT key is
on the right side of the user interface. Refer to section 3 for the full operation of the
buttons.
2.3 LED
There are two Bicolor (RED/GREEN) LEDs available. The LEDs general behavior is as
follows:
 Both LEDs flashing GREEN: Operation is successful
 Both LEDs flashing RED: Operation has failed
 Left LED flashing in alternate RED and GREEN: Waiting for user confirmation
 Right LED flashing in alternate RED and GREEN: Processing selected function.
User has to wait.
2.4 LCD
The DS display is a 4-digit numeric reflective LCD display module (see figure 3).
Figure 3: LCD Screen
The fourth character of the LCD display indicate engineering units used (mA, %OP or
%CL). The LCD screen will in AccuTrak™ and Quantum™ products with DS
transmitter options depict percentage open, %OP (see figure 4); this cannot be
altered. For more display options (such as mA or percentage closed, %CL), please
refer to the Digital EPIC D200 transmitter range of products.
Figure 4: LCD Screen percentage Open
 2 buttons: LO/”SELECT ICON” and HI/”NEXT ICON”
 2 Bicolor LEDs (RED/GREEN)
 A Digital Display

WESTLOCK CONTROLS
280N MIDLAND AVENUE, STE.258, SADDLE BROOK, NJ 07663 TEL: [phone] FAX: [phone]
www.westlockcontrols.com
11/25/19 TECH-541-EN Page 7 of 19
3 DS Menu Tree
Navigate the local DS menu tree as follows:
 Press and hold LO/SELECT button for “Lo Calibration Menu” (LCAL). To confirm
the action, press the LO/SELECT button again.
 Press and hold HI/NEXT button for “Hi Calibration Menu” (HCAL). To confirm
the action, press the button again.
 Press and hold both buttons to access the advanced menu options.
- Press HI/NEXT button to view other options such Calibration (CAL),
Configuration (CFg), Diagnostic (dIA) and UP. Press HI/NEXT to return to
the Calibration (CAL) screen.
 Review section 2.1.4 for LCD operation.
To see full menu tree of advanced menu options, please see figure 5 on page 7.

WESTLOCK CONTROLS
280N MIDLAND AVENUE, STE.258, SADDLE BROOK, NJ 07663 TEL: [phone] FAX: [phone]
www.westlockcontrols.com
11/25/19 TECH-541-EN Page 8 of 19
NOTE: Basic LO and HI calibration are the two most used options. About 90% of all functions can be completed with basic LO
and HI calibration.
Adv.
Calibration
[CAL]
mA Low
Calibration
[LOCC]
mA Hi
Calibration
[HICC]
mA Reverse
[4-20 or 20-
4]
CHAR*
UP
Configuration
[CFg]
Factory
Defaults
[FACt]
UP
Diagnostics
[dIA]
Loop Test
[LOOP]
Device Reset
[rSEt]
UP
UP
Press
LO/SELECT
to select the menu
entries and to access the submenus.
Press HI/NEXT to navigate between the
menu options.
FOR BASIC CALIBRATION
 Press and hold LO/SELECT button for
“Lo Calibration Menu.” To confirm the
action, press the button again.
 Press and hold HI/NEXT button for “Hi
Calibration Menu.” To confirm the
action, press the button again.
Figure
5: Advanced DS Menu Tree
CHAR*
-
not available for switchbox
products.

WESTLOCK CONTROLS
280N MIDLAND AVENUE, STE.258, SADDLE BROOK, NJ 07663 TEL: [phone] FAX: [phone]
www.westlockcontrols.com
11/25/19 TECH-541-EN Page 9 of 19
4 Calibration
4.1 Basic Low Calibration
Move the valve to the desired low position.
NOTE: Device may report failure if current calibration value is significantly different
(greater than 30°) from previous calibrated position. A failure will clear the low and
high calibration data. In the event the calibration fails, run both low and high
calibration again.
1.
Press
and hold
LO/SELECT to enter low calibration mode
2. Press LO/SELECT to confirm the action
3. Note: If no selection is confirmed approx. 6 min, device will time out. If this
occurs, repeat the steps above.
4. Device will flash GREEN for successful calibration or RED for failure.
5. If calibration fails, consult Troubleshooting section 10 and repeat the steps
above.
Figure 6 shows a visual of accessing low calibration.
Figure
6: Basic Low Calibration

Left LED flashing in alternate RED
and GREEN: Waiting for user
confirmation
 Right LED flashing in alternate RED
and GREEN: Processing time. User
has to wait.

WESTLOCK CONTROLS
280N MIDLAND AVENUE, STE.258, SADDLE BROOK, NJ 07663 TEL: [phone] FAX: [phone]
www.westlockcontrols.com
11/25/19 TECH-541-EN Page 10 of 19
4.2 Basic High Calibration
Move the valve to the desired high position.
NOTE: Device may report failure if current calibration value is significantly different
(greater than 30°) from previous calibrated position. A failure will clear the low and
high calibration data. In the event the calibration fails, run both low and high
calibration again.

Left LED flashing in alternate RED
and GREEN: Waiting for user
confirmation
 Right LED flashing in alternate RED
and GREEN: Processing time. User
has to wait.
1.
Press
and hold
HI/NEXT to
enter high calibration mode
2. Press HI/NEXT to confirm the action
3. Note: If no selection is confirmed approx. 6 min, device will time out. If this
occurs, repeat the steps above.
4. Device will flash GREEN for successful calibration or RED for failure.
5. If calibration fails, consult Troubleshooting section 10 and repeat the steps
above.
Figure 7 shows a visual of accessing high calibration.
Figure 7: Basic High Calibration