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]
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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]
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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

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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
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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
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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
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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
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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

WESTLOCK CONTROLS
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5 Advanced Calibration
Adjust (Trim) the calibrated low current value.
Required tools: In order to perform advanced current calibration, an external current
meter or multimeter is necessary.
To enter the advanced calibration menu, press and hold both LO/SELECT and
HI/NEXT until CAL displays. See figure 8 for low current calibration and figure 9 for
high current calibration.
5.1 Advanced Low Current Calibration
1. Press LO/SELECT to enter Low Current Calibration/Low mA Calibration
(LOCC).
2. Press LO/SELECT to start Low mA Calibration.
3. Press either button to increase/decrease the target (t) mA at 0 percent.
4. Press and hold LO/SELECT to confirm the target (t) mA calibration.
5. Adjust current meter (A) to target mA output position. Press and hold
LO/SELECT to confirm adjustment.
6. After execution, BOTH LEDs will flash GREEN to signify a successful calibration
or RED for a failure. After operation is complete, device will enter the
calibration (CAL) menu. See figure 8 for a visual display of how to access low
current calibration.
Figure 8: Low Current Calibration
Note: To skip to the Configuration/Diagnostics Menu, press HI/NEXT
NOTE:
If you enter this
menu by mistake, press and
hold LO/SELECT button to
exit target (t) screen, then
press and hold to exit
adjust screen. You can also
reset the device by cycling
power.

WESTLOCK CONTROLS
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5.2 Advanced High Current Calibration
Adjust (Trim) the calibrated high current value.
1. Press LO/SELECT to select CAL for calibration. Press HI/NEXT to display High
Current Calibration/High mA Calibration (HICC).
2. Press LO/SELECT to start High mA Calibration.
3. Press either button to increase/decrease the target (t) mA at 100 percent.
4. Press and hold LO/SELECT to confirm High mA calibration.
5. Adjust the current meter (A) to target mA output position. Press and hold
LO/SELECT to confirm adjustment.
7. After execution, BOTH LEDs will flash GREEN to signify a successful calibration
or RED for a failure. After operation is complete, device will enter the
calibration (CAL) menu. See figure 9 for a visual display of how to access high
current calibration.
Figure 9: High Current Calibration
NOTE:
If you enter this
menu by mistake, press and
hold LO/SELECT button to
exit target (t) screen, then
press and hold to exit
adjust screen. You can also
reset the device by cycling
power.

WESTLOCK CONTROLS
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6 Reverse Current Option
Invert/reverse low and high current relevant to position.
Enter Advanced Calibration menu (see section 5).
1. Press HI/NEXT to navigate to mA reverse.
2. Press LO/SELECT to confirm mA reverse option.
3. Please wait while mA reverse operation takes place. See figure 10 for a visual
display of mA reverse operation.
NOTE: After device time out or if any key is pressed, the device returns to the main
screen.
Figure 10: Reverse Current Option
LED color
definition is as follows
:
GREEN LED follows 20 mA
(High)
RED LED follows 4 mA
(Low)

WESTLOCK CONTROLS
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7 Loop Test Mode
To test/verify installation during commissioning.
To enter Loop Test Mode, press both LO/SELECT and HI/NEXT to enter advanced
calibration. Please see figure 11 for a visual display of the Loop Test operation.
1. Press HI/NEXT to navigate to the Diagnostics menu (dIAG).
2. Press LO/SELECT to confirm entering the diagnostics menu.
3. Press HI/NEXT to navigate to LOOP (4, 12 or 20).
4. Press LO/SELECT to confirm LOOP selection. Screen will display selected
output current 4, 12 or 20.
NOTE: After device time out or if any key is pressed, the device returns to the main
screen
Figure
7: Loop Test
% OP displayed with depict
actual position of device after
LOOP operation.
mA will display selected output
value (4, 12 or 20).

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8 Device Reset
Reset device without erasing configuration data.
Enter Advanced Calibration menu (see section 5).
1. Press HI/NEXT to navigate to Diagnostics [dIA].
2. Press LO/SELECT to confirm entering the dIA menu.
3. Press HI/NEXT to navigate until you reach Device Reset [rSEt].
4. Press LO/SELECT to confirm rSET selection.
NOTE: Device will flash RED/GREEN when resetting. After reset, device will enter
the main screen. Please see figure 12 for visual display.
Figure 12:
Device Reset

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9 Factory Reset
Reset device to factory settings; configuration data will be erased!
Enter Advanced Calibration menu (see section 5).
1. Press HI/NEXT to navigate to Configuration [CFg].
2. Press LO/SELECT to confirm CFg selection. The screen will display dEF.
3. Press LO/SELECT again to start factory reset. The screen will display FACt.
NOTES:
 Device will flash RED/GREEN when resetting. After reset, device will enter the
main screen. Please see figure 13 for visual display.
 Device may reset 2 or 3 times during factory reset.
 Process should take approx. 5 min.
 NOTE: Once factory reset is complete, you may perform either advanced low
current calibration, high current calibration or both. See section 12.1 and 12.2.
Figure 13: Factory Reset

WESTLOCK CONTROLS
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10 Troubleshooting
In case of calibration issues, (e.g. “FAIL” message is persistent after calibration)
perform the following troubleshooting:
1. Ensure that the DS is wired correctly. Please refer to product wiring
diagram.
2. Ensure that the transmitter unit is mounted such that the shaft indication
mark travels within the valid operating range of the potentiometer, in
accordance with the relevant Appendix diagram.
3. Ensure that the potentiometer cable is connected to the sensor board.
4. Repeat Basic Low and Basic High calibration.
In the LOCC and HICC functions, there is no way to abort. In case either function
is selected, follow the instructions in section 5.1 and 5.2.
11 Maintenance and Repair
1. Inspection of this product shall be carried out periodically by suitably trained
personnel in accordance with the applicable code of practice such as
EN60079-17 to ensure that the DS electronics are in satisfactory condition.
2. The DS electronics are not intended to be repaired. Please contact your local
Westlock Controls sales office for replacement retrofit kits.

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Appendix
POTENTIOMETER
See below the stroke operation range for the Westlock Controls AccuTrak™ and
Quantum™ models. End of travel tolerance is 10°. Do not to use, calibrate or
operate past the red dashed lines.
AccuTrak Models

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Quantum Models