EB 8497 EN
Translation of original instructions

Series 3797
TROVIS 3797 Smart Positioner (PROFINET®)HV 02.00.00 · SV 02.00.xx
Edition June 2024

Note on these mounting and operating instructions
These mounting and operating instructions assist you in mounting and operating the device
safely. The instructions are binding for handling SAMSON devices. The images shown inthese instructions are for illustration purposes only. The actual product may vary.
Î For the safe and proper use of these instructions, read them carefully and keep them forlater reference.
Î If you have any questions about these instructions, contact SAMSON‘s After-sales Service(aftersalesservice@samsongroup.com).

Documents relating to the device, such as the mounting and operating instructions, are available on our website at www.samsongroup.com >Downloads > Documentation.

Definition of signal words! DANGER
Hazardous situations which, if not avoided,
will result in death or serious injury! WARNING
Hazardous situations which, if not avoided,
could result in death or serious injury! NOTICE
Property damage message or malfunction
Note
Additional information
Tip
Recommended action

EB 8497 EN

Contents

1
1.1
1.2
1.3

Safety instructions and measures.................................................................1-1
Notes on possible severe personal injury.......................................................1-4
Notes on possible personal injury.................................................................1-4
Notes on possible property damage..............................................................1-5

2
2.1
2.1.1
2.2
2.3

Markings on the device...............................................................................2-1
Nameplate..................................................................................................2-1
Electronic module.........................................................................................2-2
Article code.................................................................................................2-3
Firmware versions........................................................................................2-4

3
3.1
3.2
3.2.1
3.3
3.4
3.5
3.6
3.7

Design and principle of operation................................................................3-1
Optional modules........................................................................................3-3
Pneumatic modules......................................................................................3-3
Option modules...........................................................................................3-6
Mounting versions........................................................................................3-9
Configuration using the TROVIS-VIEW software.............................................3-9
Technical data...........................................................................................3-10
Dimensions in mm......................................................................................3-15
Fixing levels according to VDI/VDE 3845 (September 2010)........................3-19

4
4.1
4.2
4.3
4.4

Shipment and on-site transport....................................................................4-1
Accepting the delivered goods......................................................................4-1
Removing the packaging from the positioner and pneumatic modules..............4-1
Transporting the positioner and pneumatic modules........................................4-1
Storing the positioner and pneumatic modules...............................................4-1

5
5.1
5.2
5.2.1
5.2.2
5.2.3
5.2.4
5.2.5
5.3
5.3.1
5.3.2
5.3.3
5.3.4

Installation..................................................................................................5-1
Installation conditions...................................................................................5-1
Preparation for installation............................................................................5-2
Adjusting the lever and pin position..............................................................5-2
Checking the switch position for the dummy module.......................................5-5
Installing and removing pneumatic modules...................................................5-6
Installing and removing option modules.........................................................5-8
Preparing option modules for use................................................................5-12
Positioner attachment.................................................................................5-17
Mounting on Type 3277 Actuator................................................................5-17
Attachment according to IEC 60534-6.........................................................5-20
Attachment according to VDI/VDE 3847.....................................................5-22
Attachment according to VDI/VDE 3845 and to Type 3278, VETEC S160 and R...
5-33

EB 8497 EN

Contents

5.4
5.4.1
5.4.2
5.4.3
5.5
5.5.1
5.5.2
5.5.3
5.5.4
5.6
5.7

Mounting the external position sensor..........................................................5-35
Mounting for Type 3277 Actuator...............................................................5-35
Mounting according to IEC 60534-6 (NAMUR)............................................5-37
Mounting on rotary actuators......................................................................5-38
Pneumatic connection.................................................................................5-39
Signal pressure connection.........................................................................5-40Signal pressure reading..............................................................................5-40
Supply pressure.........................................................................................5-40
Typical applications and hook-ups...............................................................5-41
Electrical connection...................................................................................5-43
Mounting accessories.................................................................................5-47

6
6.1
6.2
6.3
6.3.1
6.3.2
6.3.3
6.4
6.4.1
6.1
6.4.2
6.5
6.5.1
6.5.2
6.5.3
6.6
6.6.1
6.6.2
6.6.3

Operation...................................................................................................6-1
Rotary pushbutton........................................................................................6-2
Initialization key (INIT)..................................................................................6-2
Display.......................................................................................................6-3
Menu structure.............................................................................................6-4
Display icons...............................................................................................6-5
Changing the reading direction of the display................................................6-6
PROFINET® communication..........................................................................6-7
GSD files.....................................................................................................6-7
First start-up................................................................................................6-8
Start-up using Siemens PRONETA.................................................................6-9
Diagnostics................................................................................................6-11
Profile diagnostic messages.........................................................................6-11
Assignment of NAMUR status to READBACK STATUS....................................6-13
Alarms......................................................................................................6-14
Write protection.........................................................................................6-18
Write protection for bus communication.......................................................6-18
Write protection for on-site operation..........................................................6-18
Password configuration..............................................................................6-19

7
7.1
7.2
7.2.1
7.2.2
7.2.3
7.2.4

Start-up and configuration...........................................................................7-1
Enabling configuration.................................................................................7-2
Setting start-up parameters...........................................................................7-2
Actuator type...............................................................................................7-3
Operation with small actuators......................................................................7-3
Pin position.................................................................................................7-4
Nominal range............................................................................................7-5

EB 8497 EN

Contents

7.2.5
7.2.6
7.2.7
7.2.8
7.2.9
7.3
7.4

Initialization mode.......................................................................................7-5
Fail-safe action............................................................................................7-9
Pneumatic primary output.............................................................................7-9
Software restriction......................................................................................7-9'External position sensor' function...............................................................7-12
Initializing the positioner............................................................................7-12
Configuring option modules........................................................................7-13

8
8.1
8.2
8.3

Operation...................................................................................................8-1
Changing operating mode............................................................................8-1
Performing zero calibration..........................................................................8-2
Resetting the positioner.................................................................................8-3

9
9.1
9.2

Malfunction.................................................................................................9-1
Troubleshooting...........................................................................................9-2
Emergency action........................................................................................9-7

10
10.1
10.2
10.3

Servicing..................................................................................................10-1
Cleaning the cover window........................................................................10-1
Firmware updates......................................................................................10-2
Periodic inspection and testing of the positioner............................................10-2

11Decommissioning......................................................................................11-1

12

Removal...................................................................................................12-1

13
13.1

Repairs.....................................................................................................13-1
Returning devices to SAMSON...................................................................13-1

14

Disposal....................................................................................................14-1

15

Certificates................................................................................................15-1

16
16.1
16.1.116.1.2
16.1.316.1.116.1.216.2
16.2.116.2.216.2.3
16.3

Appendix A (configuration instructions)......................................................16-1
Operation at the device, using TROVIS-VIEW or DD and FDI packages..........16-1
Main menu................................................................................................16-1
Readable process data.............................................................................16-32
Diagnosis/maintenance............................................................................16-35
Diagnosis: status messages.......................................................................16-43
Reset functions.........................................................................................16-49
Operation using PROFINET®.............................................................................................................. 16-51
Physical Block..........................................................................................16-51
Actuator Output Function Block.................................................................16-53
Actuator Transducer Block.........................................................................16-54
Valve characteristic selection.....................................................................16-57

EB 8497 EN

Contents

17
17.1

Appendix B...............................................................................................17-1
After-sales service......................................................................................17-1

EB 8497 EN

Safety instructions and measures

1 Safety instructions and measures
Intended use
The SAMSON TROVIS 3797 Positioner is mounted on pneumatic control valves and used toassign the valve position to the control signal. The device can be upgraded by adding pneumatic modules and is designed to operate under exactly defined conditions (e.g. operatingpressure, temperature). Therefore, operators must ensure that the positioner is only used inapplications where the operating conditions correspond to the technical data. In case operators intend to use the positioner in applications or conditions other than those specified, contact SAMSON.
SAMSON does not assume any liability for damage resulting from the failure to use the device for its intended purpose or for damage caused by external forces or any other external
factors.
Î Refer to the technical data for limits and fields of application as well as possible uses.
Reasonably foreseeable misuse
The TROVIS 3797 Positioner is not suitable for the following applications:− Use outside the limits defined during sizing and by the technical data
Furthermore, the following activities do not comply with the intended use:
− Use of non-original spare parts− Performing maintenance activities not described in these instructions
Qualifications of operating personnel
The positioner must be mounted, started up and serviced by fully trained and qualified personnel only; the accepted industry codes and practices must be observed. According to thesemounting and operating instructions, trained personnel refers to individuals who are able tojudge the work they are assigned to and recognize possible hazards due to their specialized
training, their knowledge and experience as well as their knowledge of the applicable standards.
Explosion-protected versions of this device must be operated only by personnel who has undergone special training or instructions or who is authorized to work on explosion-protected
devices in hazardous areas.

EB 8497 EN

1-1

Safety instructions and measures

Personal protective equipment
No personal protective equipment is required for the direct handling of the positioner. Workon the control valve may be necessary when mounting or removing the device.
Î Observe the requirements for personal protective equipment specified in the valve documentation.
Î Check with the plant operator for details on further protective equipment.
Revisions and other modifications
Revisions, conversions or other modifications of the product are not authorized by SAMSON.
They are performed at the user's own risk and may lead to safety hazards, for example. Furthermore, the product may no longer meet the requirements for its intended use.
Safety features
Upon failure of the air supply, the positioner vents the actuator, causing the valve to move tothe fail-safe position determined by the actuator. If a fail-in-place module is installed, it causes the pneumatic actuator to move to a position between the operating point and fail-safe
position depending on the actuator size and the pressure range. As a result, emergency venting of the actuator is not guaranteed.
Upon failure of the electrical signal, the pneumatic outputs of the positioner are either vented
or supplied with air. If a fail-in-place module is installed, it causes the pneumatic actuator toremain in its last position.
Warning against residual hazards
The positioner has direct influence on the control valve. To avoid personal injury or property
damage, plant operators and operating personnel must prevent hazards that could becaused in the control valve by the process medium, the operating pressure, the signal pressure or by moving parts by taking appropriate precautions. Plant operators and operating
personnel must observe all hazard statements, warnings and caution notes in these mounting
and operating instructions, especially for installation, start-up and service work.
If inadmissible motions or forces are produced in the pneumatic actuator as a result of the
supply pressure, it must be restricted using a suitable supply pressure reducing station.
Responsibilities of the operator
Operators are responsible for proper use and compliance with the safety regulations. Operators are obliged to provide these mounting and operating instructions to the operating personnel and to instruct them in proper operation. Furthermore, operators must ensure that operating personnel or third parties are not exposed to any danger.

1-2

EB 8497 EN

Safety instructions and measures

Responsibilities of operating personnel
Operating personnel must read and understand these mounting and operating instructions aswell as the specified hazard statements, warnings and caution notes. Furthermore, operating
personnel must be familiar with the applicable health, safety and accident prevention regulations and comply with them.
Servicing explosion-protected devices
If a part of the device on which the explosion protection is based needs to be serviced, thedevice must not be put back into operation until a qualified inspector has assessed it according to explosion protection requirements, has issued an inspection certificate or given the device a mark of conformity. Inspection by a qualified inspector is not required if the manufacturer performs a routine test on the device before putting it back into operation and the passing of the routine test is documented by attaching a mark of conformity to the device. Replace explosion-protected components only with original, routine-tested components by the
manufacturer.
Devices that have already been operated outside hazardous areas and are intended for future use inside hazardous areas must comply with the safety requirements placed on serviced
devices. Before being operated inside hazardous areas, test the devices according to thespecifications for servicing explosion-protected devices.
Maintenance, calibration and work on equipment
Î Only use intrinsically safe current/voltage calibrators and measuring instruments for interconnection with intrinsically safe circuits to check or calibrate the equipment inside oroutside hazardous areas.
Î Observe the maximum permissible values specified in the certificates for intrinsically safe
circuits.
Referenced standards, directives and regulations
Devices with a CE marking fulfill the requirements of the following Directives:
TROVIS 3797: 2014/30/EU and 2011/65/EU
TROVIS 3797-110, -111: 2014/34/EU
The declarations of conformity are included in the 'Certificates' chapter.
Referenced documentation
The following documents apply in addition to these mounting and operating instructions:− Operating instructions for valve diagnostics: u EB 8389-4− The mounting and operating instructions of the components on which the positioner ismounted (valve, actuator, valve accessories etc.).
EB 8497 EN

1-3

Safety instructions and measures

1.1 Notes on possible severe personal injury! DANGER
Risk of fatal injury due to the ignition of an explosive atmosphere.
Work performed incorrectly on the positioner in potentially explosive atmospheres maylead to ignition of the atmosphere and ultimately to death.
Î Observe EN 60079-14 (VDE 0165, Part 1) for work on the positioner in potentiallyexplosive atmospheres.
Î Work in potentially explosive atmospheres is to be performed only by personnel
who has undergone special training or instructions or who is authorized to work on
explosion-protected devices in hazardous areas.
Risk of bursting in the pneumatic actuator due to the use of a fail-in-place module.
When a positioner with fail-in-place module is used, the pneumatic actuator may still bepressurized after the electric power or air supply is disconnected. Pneumatic actuators
are pressure equipment that may burst when handled incorrectly. Flying projectile fragments or components can cause serious injury or even death.
Before working on the positioner, actuator or any other valve accessories:Î Depressurize all plant sections concerned and the actuator. Release any stored energy.

1.2 Notes on possible personal injury! WARNING
Crush hazard arising from actuator and plug stem moving.
The valve moves through its working range while the air supply is connected to the positioner.
Î Do not insert hands or finger into the yoke while the air supply is connected to thepositioner.
Î Before working on the positioner, disconnect and lock the pneumatic air supply.
Î Do not impede the movement of the actuator and plug stem by inserting objects into
the yoke.

1-4

EB 8497 EN

Safety instructions and measures

1.3 Notes on possible property damage! NOTICE
Risk of damage to the positioner due to incorrect mounting position.
Î Do not mount the positioner with the back of the device facing upward.
Î Do not seal or restrict the vent opening when the device is installed on site.
An incorrect electric signal will damage the positioner.
The positioner is powered over the Ethernet-APL connection.
Î Only use the two-wire Ethernet cable to power the positioner. Do not use any othercurrent or voltage source.
Serious malfunction in the positioner due to the use of option modules intended for adifferent positioner model.
The TROVIS 3797 Positioner comes with slots designed to accommodate option modules.
The functions of the option modules are not supported by the present firmware version.
The use of option modules of a different positioner module (e.g. Z3799-x for the TROVIS 3793 Positioner) can lead to serious malfunction of the positioner.
Î Do not remove dummy option modules and replace them with option modules.
Malfunction due to initialization not yet completed.
The initialization causes the positioner to be calibrated to adapt it to the mounting situation. After initialization is completed, the positioner is ready for use.
Î Initialize the positioner on first start-up.
Î Re-initialize positioner after changing the mounting position.
Î Initialize positioner after replacing or adding pneumatic modules.
Risk of positioner damage due to incorrect grounding of the electric welding equipment.
Î Do not ground electric welding equipment near the positioner.

EB 8497 EN

1-5

Safety instructions and measures

Incorrect cleaning will damage the window.
The window is made of Makrolon® and will be damaged when cleaned with abrasive
cleaning agents or agents containing solvents.
Î Do not rub the window dry.
Î Do not use any cleaning agents containing chlorine or alcohol or abrasive cleaning
agents.
Î Use a non-abrasive, soft cloth for cleaning.

1-6

EB 8497 EN

Markings on the device

2 Markings on the device
2.1 Nameplate
The nameplate shown was up to date at the time of publication of this document. The nameplate on the device may differ from the one shown.
Explosion-protected version

Version without explosion protection

TROVIS 3797

TROVIS 3797

APL-PROFINET Positioner

Supply2-WISE power load
2

APL-PROFINET Positioner

0044

1

Supply2-WISE power load

Pressure sensor

2* See EU Type Exam. Certiﬁcate for further values

Mat.
S/N
MAC
Model

HV
SV

4

6
7

Date

8

13

9

10
11
12

SAMSON AG D-60314 Frankfurt

SAMSON AG D-60314 Frankfurt

Made in Germany

Pneumatic modules
P3799 Pneumatic module

Pneumatic
output14 Single or double acting

15 Independent single acting
16 Lock-in-place single acting

Option modules
SAMSON Z3799 Option module [ 1 ]Inductive limit switch 1 / 2, NO
2Forced venting

1
2

ID code of the option module
Function of the option module

EB 8497 EN

Pressure sensor

See technical data forambient temperature
HV 6
SAM 5
SV 7
Mat.
Date 9
8
S/N
10
11
MAC
12
Model

3

SAM 5

1

17 A
18 B

1
2
3
4
5
6
7
8
9
11
12
13
14
15
16
17
18

13

Made in Germany

Supply pressure
Pressure sensor (yes/no)Type of protection for explosion-protected devices
Temperature limits of test certificate for explosion-protected
devices
Code for NAMUR Recommendation NE 53 (internal
specification)
Hardware version
Software version
Material number
Date of manufacture
Hardware address
Model number
Data Matrix code(electronic nameplate)Single and double-acting pneumatic module (yes/no)
Pneumatic module with fail-in-position function (yes/no)
Pneumatic module with fail-in-position function (yes/no)
Slot A occupied (yes/no)
Slot B occupied (yes/no)2-1

Markings on the device

2.1.1

Electronic module

Slot

-

+

D

Signal2-WISE power load

Date
Mat.
S/N

2-2

1
2
3

3797

Electronic APL-PROFINET Module

C

Slot labelingfor dummy module

SERIAL INTERFACE

4

Two-wire Ethernet APL
connection12
34Date of manufacture
Material number
Serial number
Data Matrix code

EB 8497 EN

Markings on the device

2.2 Article code
Positioner

TROVIS 3797- x x x 0 x x x x 0 0 x x x x x x 0 x 0 x 0 0 x x x xWith LCD, autotune, PROFINET® communication
Explosion protection
Without

0 0 0

ATEX

1 1 0

II 2 G Ex ia IIC T4/T6 Gb

IECEx Ex ia IIC T4/T6 Gb

1 1 1

Pneumatics
Single/double acting, kVS 0.35

0 1Single/double acting, kVS 0.7

0 2

Single acting, 2x independent, kVS 0.35

0 3

Fail-in-place module

2 0

Option module 1 (slot C)
Without/dummy module

0 0Binary input (floating contact) + binary input(24 V DC) + binary output (NAMUR), [U]

6 5Forced venting function + binary input (24 V DC) +binary output (NAMUR), [V]

8 0

Option module 2 (slot D)
Without/dummy module

0 0Inductive limit switches (NAMUR NC) + binary output(NAMUR), [P]; –50 to +85 °C

1 5

Inductive limit switches (NAMUR NC) + forced venting,[F]; –50 to +85 °C

2 1

External position sensor I (with sensor and 10 m
connecting cable), [E]; –30 to +85 °C

5 0External position sensor I (without sensor andconnecting cable), [E]; –30 to +85 °C

5 1

External position sensor II (4 to 20 mA) + binary
output (NAMUR), [Y]

6 0

Binary input (floating contact) + binary input (24 V DC) +binary output (NAMUR), [U]

6 5

Pressure sensors
Standard (Supply 9, Output 138, Output 238)

2

Electrical connection
M20x1.5 (1x cable gland, 3x blanking plugs)

EB 8497 EN

1

2-3

Markings on the device

Positioner

TROVIS 3797- x x x 0 x x x x 0 0 x x x x x x 0 x 0 x 0 0 x x x x

Housing material
Aluminum (standard)0

Stainless steel

1

Special applications
Without0

Prepared with adapter for VDI/VDE 3847

6

Additional certification
Without

0

Permissible ambient temperature–55 to +85 °C (with metal cable gland) 1)

1

Display text in different languages
Standard (English, German, French)

0Special version
Without

0

Cover without window

1

Hardware version
02.00.00

9 6

Software version
Standard 2)
1)
2)

0 0

A different temperature applies to the explosion-protected version: –40 to +80 °C
The standard software version is the latest software version (see Chapter 2.3)

2.3 Firmware versions
Firmware revisions
Old

New

01.00.xx

02.00.xx
Option modules and pneumatic module supported
EXPERTplus diagnostic functions supported
Actuators <350 cm² supported

02.00.xx

2 January 2007
Software update over Ethernet possible

2-4

EB 8497 EN

Design and principle of operation

3 Design and principle of operation
Î See Fig. 3-1
The TROVIS 3797 Electropneumatic Positioner is mounted on pneumatic control valvesand used to assign the valve position (controlled variable x) to the control signal (setpoint w). The positioner compares the electric control signal issued by a control systemusing PROFINET over APL to the travel or
opening angle of the control valve and issues
a signal pressure for the pneumatic actuator.
The positioner mainly consists of a non-contact travel sensor system (2), pneumatics andthe electronics with the microcontroller (4).
The output of the standard version is either
single or double acting; which means both
the Output 138 and Output 238 can provide
the output variable and route the signal pressure to the actuator.
The positioner can be configured to meet requirements of an application by adding apneumatic module. The pneumatic module
mainly consists of a microcontroller, which
operates an i/p converter with downstream
spool valve. Depending on the actuator
used, an output of the positioner can besealed to achieve a single-acting function.

The PID algorithm in the microcontroller compares the valve position measured by thetravel sensor (2) to the control signal issued
by the control system. In case of a set point
deviation, the pneumatic module (A, B) causes the actuator (1) to be either vented or supplied with air. As a result, the closure member of the valve (e.g. plug) is moved to theposition determined by the set point.
The pneumatic module is supplied with air.
The flow rate of the module's output can be
restricted by software.
The positioner is operated by a rotary pushbutton (8) for menu navigation on the plaintext display (7).
The extended EXPERTplus diagnostics are integrated into the positioner. They provide information on the control valve and positioner
and generate diagnostic and status messages, which allow faults to be pinpointed
quickly.

The valve position is transmitted either as anangle of rotation or linear travel to the pickup lever, from there to the travel sensor (2)and forwarded to the microcontroller (4).

EB 8497 EN

3-1

Design and principle of operation

Serial 5
Interface

7

6
#

3
w

PROFINET
over APL

µC

C

M
M.1
M.2

&

A

B

D

2

I

M.3

p/#
p/#
p/#

Exh

Control valve
Travel sensor
Microcontroller
Pressure sensors
Communication interface
Display
Rotary pushbutton

1x

Exhaust 79

Output 238

Supply 9

1
2
3
4
5
6
7

Output 138y4

A Slot for pneumatic module A
B Slot for pneumatic module B
C Slot for option module C
D Slot for option module D
M Available options
M.1 Inductive limit switches with binary output (NAMUR)
M.2 Binary input
M.3 Forced venting with binary input and output

Fig. 3-1: Block diagram

3-2

EB 8497 EN

Design and principle of operation

3.1 Optional modules

3.2 Pneumatic modules

The modular design of the TROVIS 3793 Positioner allows it to be adapted to specific requirements:

The positioner is fitted with a pneumatic
module and a dummy module in slots A andB.

− Pneumatic modules used to customize
the air capacity, direction of action (single or double acting) and the fail-safe
action upon power failure (see Table 3-1)

Upon delivery, the positioner comes with thepneumatic module ready installed.
Table 3-1: Available pneumatic modules
Article code Function of the pneumatic module− Option modules to integrate additional
functions

P37990000

Dummy module: it seals the slot
connections and must be used
when only one pneumatic module
is installed.

P37990001

Output 138 and Output 238
modules:− Single and double acting− In the event of a power failure,
the valve moves to its fail-safe
position

P37990002

Output 138 module:− Single-acting− In the event of a power failure,
the valve moves to its fail-safe
position

P37990003

Output 238 module:− Single-acting− In the event of a power failure,
the valve moves to its fail-safe
position

P37990004

Output 138 module: fail-in-place
function: the valve remains in its
last position upon power failure

If the positioner is ordered with pneumatic
modules and/or option modules, they are
ready installed and connected upon delivery.

EB 8497 EN

3-3

Design and principle of operation

P3799-0001
3

4

µC

2

P3799-0002
n

5

3

4

µC

2

6

n

5

6

1

SupplyOutput1

SupplyOutput

P3799-0003
3
2

4

µC

P3799-0004
n

5

3
2

4

µC

6

6

1

SupplyOutputn

5

1 Spool valve
2 Travel sensor
3 Microcontroller
4 Safety control circuit
5 i/p converter
6 Pressure reducer
7 Pneumatic valve

7

Supply Output

Fig. 3-2: Design of pneumatic modules

3-4

EB 8497 EN

Design and principle of operation

Table 3-2: Permissible combinations of pneumatic modules
Fail-safe position

Slot A

Slot B

Function

Air capacity

Output 138

Output 238

P3799-0001

P3799-0000

Single/double acting

KVS 0.35

ExhaustSupplyP3799-0001

P3799-0001

Single/double acting

KVS 0.70

ExhaustSupplyP3799-0002

P3799-0003

Single acting, 2x independent

KVS 0.35

ExhaustExhaustP3799-0003

P3799-0004

Single-acting, fail-in-place

KVS 0.35

Hold position–

Table 3-3: Recommended use

1)

Actuator area ofType 3271/3277

Number of pneumatic modules

120 to 750 cm² 1)

1x pneumatic module

1000 to 1400-60 cm²

2x pneumatic modules

1400-120 cm² or larger

1x pneumatic module plus 1x or more volume boosters

The sizing for the 120 cm² actuator must be performed beforehand.

EB 8497 EN

3-5

Design and principle of operation

3.2.1

Option modules

The positioner can be fitted with a maximumof two option modules. The following applies:Î Do not use option modules with the identical ID code together in one positioner.
Î Check the type of explosion protection of
the option modules (see Table 3-5).
Option modules are available for the following additional functions. Table 3-4 lists all
option modules.
Hardware limit switches
Limit contacts with mechanical position pickup issue a signal to a control system whenthe valve reaches one of the two adjustable
limits.
− Inductive limit switches: inductive proximity switches are operated by adjustable tags. For operation of the inductive
limit contacts, switching amplifiers must
be connected in the output circuit.
− Mechanical limit switches: microswitches
are operated by rollers with adjustableswitching point.
Software limit switches:
The software limit switches signalize that thevalve has reached one of the two adjustable
limits.
− When limit 1 is not reached− When limit 2 is exceededTwo versions are available:− Connection of a PLC according toIEC 61131-2, Pmax = 400 mW

3-6− Connection to NAMUR switching amplifier acc. to EN 60947-5-6
Analog position transmitter
The position transmitter is a two-wire transmitter and issues the travel sensor signal as a
4 to 20 mA signal processed by the microcontroller. Additionally, the position transmitter allows positioner faults to be indicatedover a signal current of <2.4 mA or>21.6 mA.
Forced venting
If the voltage falls below 11 V at the terminals of the option module, the pneumatic
outputs of the positioner are either vented or
supplied with air depending on the combination of the pneumatic modules. This occurs
regardless of the set point. A voltage above
15 V keeps the forced venting function inactive.
Binary output
A fault alarm output signalizes a fault to thecontrol station. The following versions areavailable:− Connection of a PLC according toIEC 61131-2, Pmax = 400 mW− Connection to NAMUR switching amplifier acc. to EN 60947-5-6
The binary output can be configured either
as a fault alarm output or as a software limit
switch.
Leakage sensor
By upgrading the positioner with a leakage
sensor, it is possible to detect seat leakage
when the valve is in the closed position.

EB 8497 EN

Design and principle of operation

Binary input

ter. See parameter list in Appendix A(configuration instructions).

The binary inputs can be floating (binary input contact) or non-floating (binary input 0
to 24 V) and can be configured to provide
the following functions:

Analog input− Switching state: the switching state of thebinary input is indicated and logged in
the corresponding parameter. This function can be used for example during
start-up to test the functioning of the binary input.

External position sensor I− On-site write protection: after the firstinitialization, a local write protection canbe activated. While the binary input isactive, no settings can be changed at thepositioner. The positioner cannot be
re-initialized.
− PST/FST: test to check the valve's ability
to move and assess its dynamic control
response (PST: partial stroke test/FST: fullstroke test).
–

Start PST: perform a partial stroke
test within an adjustable range. Information on configuration and execution of the partial stroke test can befound in Operating Instructions
u EB 8389-2.

–

Start FST: perform a full stroke test
over the entire travel range following
configurable parameters. Informationon configuration and execution of thefull stroke test can be found in Operating Instructions u EB 8389-2.

The analog input accepts a 4 to 20 mA signal from pressure or temperature transmittersof external equipment with their own power
supply.
The external position sensor I allows the positioner to be mounted away from the valve(e.g. on a wall). Only the sensor (SAMSON)
is mounted to the control valve. The connection of x and y signals to the actuator is established by cable and piping for air.
External position sensor II
Commercially available linear or angle position sensors that use a 4 to 20 mA signal
can be used for the external position sensor
II. The 4 to 20 mA signal corresponds to thevalve travel. In this case, the sensor must be
powered externally. The positioner switches
to open-loop operation (no closed-loop operation) as soon as the input signal falls below 2.5 mA.

− Move valve to fixed value: move thevalve to a defined position entered in the'Fixed value over binary input' parame-

EB 8497 EN

3-7

Design and principle of operation

Table 3-4: Available option modules for the TROVIS 3797 Positioner
Function
External position sensor I
External position sensor II (4 to 20 mA)
Analog input 4 to 20 mA
Leakage sensor
Inductive limit switches
Mechanical limit switches
Software limit switches (NAMUR)
Software limit switches (PLC)
Analog position transmitter
Binary input (24 V)
Option module

Binary input (contact)
Forced venting
Binary output

Article code
Z3799-00000

ClassID

Z3799-xxx15 1)[P]

Z3799-xxx80[V]

Z3799-xxx21 1)[F]

Z3799-xxx50[E]

Z3799-xxx60[Y]

Z3799-xxx65

[U]

1)

Description

Dummy module

•

•
•

•

•

•

•

•
•

•
•

•

Install andconnect option
modules (seethe 'Installation'
chapter)•

Consisting of an option module and a mechanical assembly unit

Table 3-5: Article code of option modules
Option module

Z3799- xxx

Without

0

0

0

Ex ia

1

1

0

x

x

Explosion protection

3-8

EB 8497 EN

Design and principle of operation

3.3 Mounting versions
The TROVIS 3797 Positioner is suitable forthe following types of attachment using thecorresponding accessories:− Direct attachment to Type 3277 Actuator:
The positioner is mounted on the yoke.
The signal pressure is connected to theactuator over a connection block: internally over a hole in the valve yoke for"actuator stem extends" fail-safe action
and through an external signal pressureline for "actuator stem retracts" fail-safe
action.
− Attachment to actuators according toIEC 60534-6:
The positioner is mounted to the control
valve using a NAMUR bracket.

3.4 Configuration using the
TROVIS-VIEW software
The positioner can be configured with the
TROVIS-VIEW software (version 4). For thispurpose, the Ethernet port or digital interface, known as the SAMSON SERIAL INTERFACE (SSP), on the positioner is used toconnect the USB port of a computer using an
adapter cable.
The TROVIS-VIEW software enables the user
to easily configure the positioner as well asview process parameters online.
Note
TROVIS-VIEW can be downloaded free ofcharge from our website atu www.samsongroup.com > DOWNLOADS> Software & Drivers > TROVIS-VIEW.

− Attachment to rotary actuators according to VDI/VDE 3845:
The positioner is mounted to the rotaryactuator using the corresponding accessories.
− Attachment according to VDI/
VDE 3847:
Attachment according to VDI/VDE 3847
using the corresponding accessories allows the positioner to be replaced quickly while the process is running.

EB 8497 EN

3-9

Design and principle of operation

3.5 Technical data
Table 3-6: TROVIS 3797 Electropneumatic Positioner
TravelAdjustable travel for

Direct attachment to Type 3277:
Attachment according to IEC 60534-6(NAMUR):
Attachment according to VDI/VDE 3847-1
Attachment according to VDI/VDE 3845
and VDI/VDE 3847-2:

3.6 to 30 mm
5 to 300 mm
5 to 300 mm
24 to 100° (170° 1))

Ethernet APL
Standard

10BASE-T1L according to IEEE 802.3cg

Transmission rate

10 Mbit/s

Max. connection length

1000 m · Connection at the field switch: spur cable 200 m

Connection

Two-wire, reverse polarity protection
2-WISE according to EN IEC 60079-0:2018, EN 60079-11:2012 andTS IEC 60079-47
Line resistance Rc: 15 to 150 Ω/km
Line inductance Le: 0.4 to 1 mH/km
Line capacitance: 45 to 200 nF/km
The following applies to two-wire/three-wire lines according to
EN IEC 60079-14:
200 pF/m and either 1 µH/m or 30 µH/Ω
Max. power supply values: 17.5 V · 380 mA · 5.32 W

Communication

PROFINET over Ethernet APL
Local SAMSON SSP interface and serial interface adapter or SSP over APL(software requirements: TROVIS-VIEW with database module 3797)

Supply air
Supply air

2.5 to 10 bar/30 to 150 psi

Air quality acc. toISO 8573-1

Max. particle size and density:
Oil content:
Pressure dew point:

Signal pressure (output)

0 bar up to supply pressure

Hysteresis≤0.3 %

Sensitivity≤0.1 %, adjustable by software

3-10

Class 4
Class 3
Class 3 or at least 10 K below the lowest ambient temperature to be expected

EB 8497 EN

Design and principle of operation

Start-up time

After interrupted operation < 300 ms: 100 ms
After interrupted operation > 300 ms: ≤2 s

Transit time

Up to 10000 s separately adjustable for exhaust and supply by software

Direction of action

Reversible

Air consumption 2)≤300 ln/h with 6 bar supply pressure, depending on module

Air output capacity (when ∆p = 6 bar)
Actuator (supply)

32 mn³/h with one pneumatic module (KV max (20 °C) = 0.34)
60 mn³/h with two pneumatic modules of the same sort (KV max (20 °C) =0.64)

Actuator (exhaust)

37 mn³/h with one pneumatic module (KV max (20 °C) = 0.40)
70 mn³/h with two pneumatic modules of the same sort (KV max (20 °C) =0.75)

Environmental conditions and permissible temperatures
Permissible environmental conditions according to EN 60721-3
Storage

1K6 (relative humidity ≤95 %)Transport

2K4

Operation

4K4–40 to +85 °C (versions with metal cable glands)
Ex version: –40 to 80 °C (with metal cable gland). The limits in the test certificate additionally apply.

Resistance to vibration
Vibrations(sinusoidal)

According to DIN EN 60068-2-6:
0.15 mm, 10 to 60 Hz; 20 m/s², 60 to 500 Hz per axis
0.75 mm, 10 to 60 Hz; 100 m/s², 60 to 500 Hz per axis

Bumps (half sine)

According to DIN EN 60068-2-29:
150 m/s², 6 ms; 4000 bumps per axis

Noise

According to DIN EN 60068-2-64:
10 to 200 Hz: 1 (m/s²)²/Hz
200 to 500 Hz: 0.3 (m/s²)²/Hz
4 h/axis

Recommended continuous duty

≤20 m/s²

Influences
Temperature≤0.15 %/10 K

SupplyNone

EB 8497 EN

3-11

Design and principle of operation

Requirements
EMC

Complying with EN 61000-6-2, EN 61000-6-3, EN 61326-1 andNAMUR Recommendation NE 21

Degree of protection

IP66·

Conformity
Electrical connections
Cable glands

Max. four, M20x1.5

Terminals

Screw terminals for 0.2 to 2.5 mm² wire cross-section
For option modules: 0.2 to 1.5 mm²Communication
TROVIS VIEW with SSP/PROFINET
Explosion protection
See Table 3-9
Materials
Housing and coverDie-cast aluminum EN AC-AlSi12 (Fe) (EN AC-44300) acc. to
DIN EN 1706, chromate and powder coating
Stainless steel 1.4408

Window

Makrolon® 2807

Cable glands

Nickel-plated brass, stainless steel 1.4305, polyamide

Other external parts

Stainless steel 1.4571 and 1.4404 (316 L)

Weight
1.4 to 1.6 kg (depending on version)
Stainless steel: 3.2 to 3.4 kg (depending on version)
1)
2)

On request
Based on temperature range –40 to +80 °C

Table 3-7: Optional additional functions
Analog position transmitter
VersionTwo-wire system, galvanic isolation, reverse polarity protection, reversible
direction of action

Supply10 to 30 V DC

Output signal

4 to 20 mA

Error indication

2.4 or 21.6 mA (action differs from the specification in NAMUR Recommendation NE 43)

No-load current

1.4 mA

Static destruction limit

38 V DC · 30 V AC

3-12

EB 8497 EN

Design and principle of operation

Binary output

NAMUR

PLC

Version

Galvanic isolation, reverse polarity
protection, switching output acc. to
EN 60947-5-6

Galvanic isolation, reverse polarity
protection, binary input of a PLC
acc. to EN 61131-2, Pmax =400 mW

Non-conSignal state ducting
Conductive≤1.0 mA

Blocked≥2.2 mA

Conductive (R = 348 Ω)

Static destruction limit

32 V DC/24 V AC

16 V DC/50 mA

Binary input (24 V)
Version

Galvanic isolation, reverse polarity protection

Voltage input

0 to 24 V DC

Input resistance≥7 kΩON switching state

Ue >18 V

OFF switching state

Ue <11 V

Static destruction limit

38 V DC/30 V AC

Binary input (contact)
VersionFor external switch (floating contact) or relay contact
Galvanic isolation

Open-circuit voltage

Max. 10 V (when contact is open)

Current draw

Max. 100 mA (pulsed when contact is closed)

Contact

Closed: R <5 Ω; open: R >300 Ω

Static destruction limit

38 V DC

Forced venting · Approval acc. to IEC 61508/SIL
Version

Galvanic isolation, reverse polarity protection

Voltage input

0 to 24 V DC

Input current

At Vin = 24 V: approx. 7 mA
In the switching point (at approx. 13 V): approx. 3.3 mA

Signal state

ActiveUe <11 V

Not active

Ue >18 V

Static destruction limit

EB 8497 EN

38 V DC/30 V AC

3-13

Design and principle of operation

Inductive limit switches
VersionFor connection to switching amplifier according to EN 60947-5-6, SJ2-SN
proximity switches, reverse polarity protection

Measuring plate not detected≥3 mA

Measuring plate detected≤1 mA

Static destruction limit

20 V DC

Permissible ambient
temperature–50 to +85 °C

External position sensor I
VersionFor connection to an external position sensor (SAMSON)

Permissible ambient
temperature

T4:–30 to +80 °C

T6:–30 to +55 °C

T 85 °C:–30 to +55 °C

External position sensor II (4 to 20 mA)
Input

4 to 20 mA, galvanic isolation, reverse polarity protection

Load<4.3 V

Current limit

33 mA

Table 3-8: Pressure sensors
Pressure sensors
Pressure range

0 to 10 bar

Table 3-9: Summary of explosion protection approvals
TROVIS 3797

3-14

Certification

Type of protection

-110

ATEX

Number BVS 21 ATEX E 080
Date
2024-05-14

-111

IECEx

Number IECEx BVS 21.0083
2024-05-21
Date

II 2 G Ex ia IIC T4/T6 Gb
Ex ia IIC T4/T6 Gb

EB 8497 EN

Design and principle of operation

40

28

58

14

24

44

102

277

3.6 Dimensions in mm

87

10...17

16

212

70

Attachment according to IEC 60534-6 (NAMUR)

34

EB 8497 EN

3-15

Design and principle of operation

Pressure gauge bracket, twopressure gauges

46

Pressure gauge bracket, threepressure gauges

100

72

46

Connecting plate

15

3-16

EB 8497 EN

Design and principle of operation

13

62

24

278

211

Attachment according to VDI/
VDE 3847-1 onto Type 3277 Actuator

164

13

62

38

278

211

Attachment according to VDI/
VDE 3847-1 to a NAMUR rib

164

EB 8497 EN

3-17

Design and principle of operation

Attachment to rotary actuators according to VDI/VDE 3847-2

68

13

172

278
259
212

86

56

Attachment to rotary actuators according to VDI/VDE 3845
Fixing level 1, AA1 to AA4 size, see the 'Installation' chapter

30
86
Ø101

3-18

80
130
166

EB 8497 EN

Design and principle of operation

Lever

z
y
x

Lever

x

y

z

M

25 mm

50 mm

66 mm

L

70 mm

100 mm

116 mm

XL

100 mm

200 mm

216 mm

XXL

200 mm

300 mm

316 mm

3.7 Fixing levels according to VDI/VDE 3845 (September 2010)
Mmin
Fixing level 2 (bracket surface)

25

M6
C

Fixing level 1 (actuator surface)
Actuator

Dimensions in mm

Ød

B

ØD
A

1)

EB 8497 EN

Size

A

B

C

Ød

Mmin

D1)

AA0

50

25

15

5.5 for M5

66

50

AA1

80

30

20

5.5 for M5

96

50

AA2

80

30

30

5.5 for M5

96

50

AA3

130

30

30

5.5 for M5

146

50

AA4

130

30

50

5.5 for M5

146

50

AA5

200

50

80

6.5 for M6

220

50

Flange type F05 acc. to DIN EN ISO 5211

3-19

3-20

EB 8497 EN

Shipment and on-site transport

4 Shipment and on-site transport

4.3 Transporting the positioner
and pneumatic modules

The work described in this chapter is to be
performed only by personnel appropriately
qualified to carry out such tasks.

Î Pack the positioner and pneumatic modules properly to comply with terms oftransportation.

4.1 Accepting the delivered
goods
After receiving the shipment, proceed as follows:
1. Check the scope of delivery. Check thatthe specifications on the nameplate of thepositioner match the specifications in thedelivery note. See the 'Markings on thedevice' chapter for nameplate details.
2. Check the shipment for transportation
damage. Report any damage to
SAMSON and the forwarding agent (refer to delivery note).

4.2 Removing the packaging
from the positioner andpneumatic modules
Observe the following sequence:Î Do not remove the packaging until immediately before installing the positioner
and pneumatic modules.
Î Dispose and recycle the packaging in accordance with the local regulations.

EB 8497 EN

Transport instructions− Protect the positioner and pneumatic
modules against external influences (e.g.
impact).
− Protect the positioner and pneumatic
modules against moisture and dirt.
− Observe transport temperature depending on the permissible ambient temperature (see the 'Design and principle of operation' chapter).

4.4 Storing the positioner andpneumatic modules! NOTICE
Risk of damage to the positioner and pneumatic modules due to improper storage.
Î Observe the storage instructions.
Î Avoid long storage times.
Î Contact SAMSON in case of different
storage conditions.
! NoteWe recommend to regularly check the prevailing storage conditions during long storage periods.

4-1

Shipment and on-site transport

Storage instructions− Protect the positioner, pneumatic modules
and option modules against external influences (e.g. impact).
− Protect the positioner, pneumatic modules
and option modules against moistureand dirt. Store them at a relative humidity of less than 75 %. In damp spaces,
prevent condensation. If necessary, use adrying agent or heating.
− Make sure that the ambient air is free ofacids or other corrosive media.
− Observe transport temperature depending on the permissible ambient temperature (see the 'Design and principle of operation' chapter).
− Do not place any objects on the positioner, pneumatic modules and option modules.

4-2

EB 8497 EN

Installation

5 Installation
The work described in this chapter is to be
performed only by personnel appropriately
qualified to carry out such tasks.
! DANGER
Risk of fatal injury due to the ignition of an
explosive atmosphere.
Î Observe EN 60079-14 (VDE 0165,
Part 1) for work on the positioner in potentially explosive atmospheres.
Î Work in potentially explosive atmospheres is to be performed only by personnel who has undergone special training or instructions or who is authorized
to work on explosion-protected devices
in hazardous areas.
! DANGER
Risk of bursting in the pneumatic actuator
due to the use of a fail-in-place module.
Before working on the positioner, actuator or
any other valve accessories:Î Depressurize all plant sections concerned
and the actuator. Release any stored energy.

Î Before working on the positioner, disconnect and lock the pneumatic air supply.
Î Do not impede the movement of the actuator and plug stem by inserting objects
into the yoke.

5.1 Installation conditions
Work position
The work position for the positioner is thefront view onto the operating controls on thepositioner seen from the position of operating personnel.
Operators must ensure that, after installationof the positioner, the operating personnel
can perform all necessary work safely andeasily access the device from the work position.
Mounting orientation
Î See Fig. 5-1 for permissible mounting
position.
Î Do not seal or restrict the vent opening(see Fig. 5-2) when the device is installedon site.

! WARNING
Crush hazard arising from actuator andplug stem moving.
Î Do not insert hands or finger into theyoke while the air supply is connected tothe positioner.

EB 8497 EN

5-1

Installation

Î Install the pneumatic modules, option
modules and dummy module (see Chapter 5.2.4 and Chapter 5.2.3).







!

5.2.1

Adjusting the lever andpin position

The positioner is adapted to the actuator andto the rated travel by the lever on the back of
the positioner and the pin inserted into thelever.
The travel tables on page 5-4 show the
maximum adjustment range at the positioner. The travel that can be implemented at thevalve is additionally restricted by the selected
fail-safe position and the required compression of the actuator springs.
The positioner is equipped with the M lever(pin position 50) as standard (see Fig. 5-3).

!

Fig. 5-1: Permissible mounting positions

5.2 Preparation for installation
Before mounting, make sure the following
conditions are met:
− The positioner is not damaged.
Proceed as follows:Î Lay out the necessary material and tools
to have them ready during mounting.
Î Adjust correct lever and pin position (seeChapter 5.2.1).

If a pin position other than position 50 withthe standard M lever is required or an L or
XL lever size is required, proceed as follows(see Fig. 5-4):
1. Remove the follower pin (2) from its pin
position and move it to the hole for therecommended pin position (according totravel tables on page 5-4) and screw
tight. Only use the longer follower pin included in the mounting kit.
2. Place the lever (1) on the shaft of the positioner and fasten it tight using the disk
spring (1.2) and nut (1.1). Use a tightening torque of 7.0 ± 1.0 Nm.

Î Remove the protective caps from thepneumatic connections.

5-2

EB 8497 EN

Installation

Vent opening

Fig. 5-2: Vent opening (back of the positioner)Fig. 5-3: M lever with pin position 50

2

1.1
1.2
1

1
1.1
1.2
2

Lever
Nut
Disk spring
Follower pin

Fig. 5-4: Mounting the lever and follower pin

EB 8497 EN

5-3

Installation

Travel tables
Note
The M lever is included in the scope of delivery.
L, XL, XXL levers for attachment according to IEC 60534-6 (NAMUR) are available as accessories.
Table 5-1: Travel table for direct attachment to Type 3277 Actuator
Actuator size
cm²

Rated travel Adjustment range at positioner Required lemm
Travel [mm]verAssigned pin
position

120 1)

7.5

5.0 to 25.0M

25120 /175/240/350 15

7.0 to 35.0M35355/700/750

10.0 to 50.0

M

50

1)

1)

30

Only external air routing possible

Table 5-2: Travel table for attachment according to IEC 60534-6 (NAMUR)SAMSON valves with Type 3271
Actuator

Adjustment range at positioner
Other control valves

Actuator size
cm²

Rated travelmm

Min. travelmm

Max. travelmm

Required
lever

Assigned pin
position

240/350/355/
700/750

7.5 and 15

7.0

35.0

M

35

120/175

7.5

5.0

25.0

M

25

355/700/750

30

10.0

50.0

M

50

30

14.0

70.0

L

70

60

20.0

100.0

L

100

1400/2800

120

40.0

200.0

XL

200

1400

250

60.0

300.0

XXL

300

1000/1400/2800

Table 5-3: Travel table for attachment to rotary actuators
Opening angle

Required lever

Assigned pin position

24 to 100°

M

90°

5-4

EB 8497 EN

Installation

5.2.2

Checking the switch
position for the dummy
moduleA dummy module is inserted into slot D toprotect the contacts of slots C and D upondelivery of the positioner. The associatedswitch is switched to the '0' setting.

! NOTICE
Risk of positioner damage due to operating
the positioner without a module installed inslot D.
Î Do not remove the dummy module.
Î Do not change the switch position for thedummy module.

Dummy module installed
in slot D

Switch position for thedummy module at '0'

Fig. 5-5: Dummy module and associated switch

EB 8497 EN

5-5

Installation

5.2.3

Installing and removing
pneumatic modules

Î Before installing or removing pneumatic
modules, make sure that:––

The air is not yet connected to the positioner or the air supply is disconnected while the modules are being
removed or installed.
The power is not yet connected to thepositioner or the positioner is not
powered while the modules are being removed or installed.

4. Install the module as shown in Fig. 5-6.
Press the module toward the display andinsert it along the wedge.
5. Lightly push the module downward,
while tightening the fastening screw using a suitable flat-blade screwdriver.
Tighten it with a torque of 0.7 ± 0.1 Nm.
If the changes have been made to the pneumatic modules, the positioner must re-initialized (see the 'Start-up' chapter).

Two slots are available for the pneumatic
modules in the positioner (see Fig. 5-7).
One pneumatic module together with a dummy module must be installed. A slot without
an installed module is not permissible.
Removing the pneumatic/dummy module
1. Unscrew the fastening screw using a flatblade screwdriver (15 turns of thescrew).
2. Push the module towards the display andcarefully pull it out.
3. Store the module in its packaging.
Installing the pneumatic/dummy module
1. Observe permissible combinations ofpneumatic modules specified in Fig. 5-7.
2. Check that the seal on the module isproperly seated (see Fig. 5-9): the sealmust not protrude out of the groove.

Fig. 5-6: Installing or replacing the pneumatic
module3. Turn the screw to push the wedge downward as far as it will go (see Fig. 5-8).

5-6

EB 8497 EN

Installation

Pneumatic
module in slot A

Inscription for
slot A

Inscription for
slot B

Dummy modulein slot B

Slot A

Slot B

P3799-0001

P3799-0000

P3799-0001

P3799-0001

P3799-0002

P3799-0003

P3799-0003

P3799-0004

Fig. 5-7: Pneumatic module slots
Fastening screw

Wedge
Fig. 5-8: Wedge for fastening

EB 8497 EN

Seal
Fig. 5-9: Seal of the pneumatic module

5-75.2.4

Installing and removing
option modules! NOTICEElectrostatic discharge will damage theoption modules.
Î Observe the ESD requirements according
to IEC 61340-5-1.
Î Only store option modules in their original packaging.
Î Before installing or removing option
modules, make sure that:–

The air is not yet connected to the positioner or the air supply is disconnected while the modules are being
removed or installed.

–

The power is not yet connected to thepositioner or the positioner is not
powered while the modules are being removed or installed.

–

The explosion protection certificate of
the option modules used is the sameas that of the positioner (see the 'Design and principle of operation'
chapter).

Latch

HangerPredetermined
breaking points

Dummy module in the delivered state

Dummy module adapted for installation inslot C (top and bottom edges snapped off)

Two slots are available for the option modules in the positioner (see Fig. 5-11).
A dummy module is inserted into slot D toprotect the slots' contacts upon delivery of
the positioner without option modules. Depending on which slot remains free, thedummy module must be adapted to the slotby breaking off the corresponding edges.
Break off the edges with a pair of pliers at
the predetermined breaking points.

5-8

Dummy module adapted for installation inslot D (top edge snapped off)

Fig. 5-10: Dummy module

EB 8497 EN

Option module inserted
into slot C
Option module inserted
into slot D
Inscription at the side:

Slot-12 +11

Electronic HART ®

CSERIAL INTERFACE

SignalD

Module E3793

Fig. 5-11: Slots for option modules

When option modules are used, either two
option modules or an option module and adummy module must be installed. A slot
without an installed module is not permissible.
Removing the dummy module
1. Take hold of the dummy module at thetabs.
2. Press the tabs and carefully pull the dummy module out of the slot.
Installing the dummy module
1. Select the right slot for the dummy module.
2. Take hold of the dummy module at thetabs.

EB 8497 EN

3. Press the tabs and carefully push thedummy module into the slot until thelatches engage into the recesses intended
for them.
4. Release the tabs to allow the latches toengage with a clicking sound.
Installing the option module
1. Select the slot for option module as listed
in Table 5-4.
2. Take hold of the option module at thetabs (see Fig. 5-12).
3. Press the tabs and carefully push the option module into the slot until the latches
engage into the recesses intended for
them.

5-9

Installation

4. Release the tabs to allow the latches toengage.
5. Check to ensure the option module isproperly seated.
6. For option modules [F], [V], [E] and [Y],proceed as described in Chapter 5.2.5.
Î Connect the electrical supply after installing the positioner (see Chapter 5.6).
Î Set the parameters of the option module
after initialization (see the 'Start-up andconfiguration' chapter).
Note
After installing the option module, stick thecorresponding labels (see the 'Design andprinciple of operation' chapter) next to thepositioner's nameplate on the housing.
 Take the label out of the packaging.

Observe the ESD requirements.

HangerHangerLatch

Removing the option module
1. Disconnect the connecting lines.
2. Take hold of the option module at thetabs.
3. Press the tabs and carefully pull the option module out of the slot.
4. Store the option module in its packaging.
5. Remove the label from the positioner
housing.

Fig. 5-12: Installing the option module

5-10

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Installation

Table 5-4: Permissible slots for option modules
Function
External position sensor I
External position sensor II (4 to 20 mA)
Inductive limit switches
Binary input (24 V)
Binary input (contact)
Forced venting
Binary output

Option module
Article code
Z3799-00000

Dummy module

Z3799-xxx15[P]

Z3799-xxx80[V]

Z3799-xxx21[F]

Z3799-xxx50[E]

Z3799-xxx60[Y]

Z3799-xxx65[U]

EB 8497 EN

Permissible slot

ID code

•
•

•

•

C

D

Yes

Yes

•

No

Yes

•

Yes

Yes

No

Yes

No

Yes

•

No

Yes

•

Yes

Yes

•

•
•
•

•

5-11

Installation

5.2.5

Preparing option modules for use

Before the positioner can be used with option modules [P], [F], [V], [E] and [Y], further
action is necessary after the option modules
have been installed to render them ready foruse.

a) Hardware limit switches (option modules [P] or [F])To use the hardware limit switches (mechanical and inductive limit switches), the mechanical assembly unit must be installed inaddition to the option module [P] or [F] sincelimit switches and the option module areconnected with each other over signal lines.
! NOTICE
Incorrect installation or removal of option
modules will damage the positioner.
Î Disconnect the electrical power before installing or removing the option modules.
! NOTICEElectrostatic discharge will damage the option modules.
Î Observe the ESD requirements according
to IEC 61340-5-1.
Î Only store option modules in their original packaging.

5-12

Installing the hardware limit switch assembly
After the option module has been correctly
installed:
1. Guide the mechanical assembly over the
display and install it as shown in
Fig. 5-12. Make sure that the pinion
shaft engages with the gear wheel fortransmission of the position pick-up. If it
cannot be installed because the gear
wheels are in the way, slightly turn thepinion shaft.
2. Carefully push the mechanical assembly
unit down as far as it will go.
3. Use a suitable screwdriver to tighten thescrews using a tightening torque of
1.2 ± 0.2 Nm.
Note
If the hardware limit switches are installed in
the positioner for the first time, the screws
tap a thread into the boreholes. In this case,it will be more difficult to screw in the screws.
If the mechanical limit switches have been
removed, proceed as follows to re-installthem:− Briefly turn the fastening screws counterclockwise with the screwdriver to engage
them into the ready-tapped thread.
− Tighten the screws applying a tightening
torque of 1.2 ± 0.2 Nm.

EB 8497 EN

Installation

Observe the ESD
requirements.

2.

1.

3.

Fig. 5-13: Installing the hardware limit switches

EB 8497 EN

5-13

Installation

4. Clamp the two connecting lines between
the electronic module and the positioner
housing and push them downward (asshown in Fig. 5-14). Make sure that thewires do not project out of the housing
and get caught when closing the housing
cover.
Î Connect the electrical supply after installing the positioner (see Chapter 5.6).

b) Forced venting (option
module [F] or [V])

Î Adjust the switching points on start-up of
the positioner (see the 'Start-up and configuration' chapter).

Î Set the switch as shown in Table 5-5 using a flat-blade screwdriver.

Shaft locking
To lock the positioner shaft on mounting thepositioner on the valve, insert a flat-blade
screwdriver into the groove of the limit switch
assembly and hold the shaft in position 2(see Fig. 5-16).

The switch for the forced venting function is
set to the required switch position upon delivery of the positioner. If the option modulewith forced venting function is installed lateror removed, the switch must be set as shownin Fig. 5-15.

Note
The positioner changes to the fail-safe position if the switch position does not match theoption module configuration.
Î Connect the electrical supply after installing the positioner (see Chapter 5.6).
Î Set the parameters of the option module
after initialization (see the 'Start-up andconfiguration' chapter).

! NOTICE
Impermissible turning of the positioner
shaft will damage the positioner.
Only adjust the positioner shaft with a flatblade screwdriver to lock it in place duringattachment to the valve.

Table 5-5: Switch position
Option module for forced venting function
Slot CNot used

Used

Not used

Used

Slot D

Not usedNot used

Used

Used

0

Switch position

3

1
2

5-14

EB 8497 EN

Installation

Electronic module

Connecting cable

Connecting cable

Fig. 5-14: Routing the connecting lines

Switch for forced
venting

Fig. 5-15: Switch for forced venting

EB 8497 EN

5-15

Installationc) External position sensor I(option module [E])To use the external position sensor, the position sensor and positioner must be prepared
before they can operate.
Î Mount the external position sensor on thevalve (see Chapter 5.4).
Î Fasten the connector (1993-2953) onto
one of the cable entries on the positioner.
Connect the four wires on the option
module (see Chapter 5.6).

Î Remove the lever from the positioner. To
prevent any injuries, screw two flat nuts
onto the positioner shaft and lock them inplace.
Î Connect the electrical supply after installing the positioner (see Chapter 5.6).
Î Set the parameters of the option module
after initialization (see the 'Start-up andconfiguration' chapter).

Î Remove the lever from the positioner. To
prevent any injuries, screw two flat nuts
onto the positioner shaft and lock them inplace.
Î Connect the electrical supply after installing the positioner (see Chapter 5.6).
Î Set the parameters of the option module
after initialization (see the 'Start-up andconfiguration' chapter).

d) External position sensor II(option module [Y])To use the external position sensor, the position sensor and positioner must be prepared
before they can operate.
Î Mount the external position sensor on thevalve (see Chapter 5.4).
Î Mount the external position sensor according to the specifications given by thesensor manufacturer. Guide the cablethrough the cable gland.

5-16

EB 8497 EN

Installation

5.3 Positioner attachment

6. Press the shaft lock (see Fig. 5-16, bottom left) to hold the lever in position 2.

5.3.1

7. Place positioner on the cover plate insuch a manner that the follower pin (2)rests on the top of the follower clamp (3).
The lever (1) must rest on the follower
clamp with spring force.

Mounting on Type 3277
ActuatorÎ See Fig. 5-16
Î Required mounting parts and accessories: see Chapter Table 5-7 on 5.7.
Î Observe travel tables on page 5-4.
Î Read instructions in the gray box at theend of this chapter if the positioner is tobe operated with air purging function.
1. Place follower clamp (3) on the actuator
stem, align it and screw tight so that themounting screw is located in the grooveof the actuator stem.
2. Mount cover plate (10) with narrow sideof the cut-out pointing towards the signal
pressure connection. Make sure that theglued-on flat gasket (14) points towards
the actuator yoke.
3. Check the pin position of the follower pin(2) on M lever (1). Refer to travel tables
for type of attachment. If necessary,change the pin position (see Chapter 5.2.1).
4. Insert molded seal (15) into the groove of
the positioner housing.
5. Turn the lever counterclockwise until thespring force can be felt (position 1). Continue to turn the lever further to position 2 (see Fig. 5-16, bottom right).

EB 8497 EN

Fasten the positioner on the cover plate(10) using the three fastening screws.
8. Make sure that the tip of the gasket (16)projecting from the side of the connection block is positioned to match the actuator symbol for the actuator's fail-safe
action "actuator stem extends" or "actuator stem retracts". If this is not the case,
unscrew the three fastening screws andlift off the cover. Turn the gasket (16) by
180° and re-insert it.
9. Place the connection block (12) with theassociated seals against the positioner
and the actuator yoke and fasten using
the screw (12.1). For actuators with failsafe action "actuator stem retracts", additionally remove the blanking plug(12.2) and mount the external signal
pressure pipe.
10. Mount cover (11) on the other side.
Make sure that the vent plug is located at
the bottom when the control valve is installed to allow any condensed waterthat collects to drain off. The outputs 79
and 238 must be sealed with the dummy
plate (see Chapter 5.5).

5-17

Installation

Note
This type of attachment is not recommended
when two pneumatic modules are used as
the connection block reduces the KV coefficient.
Operation with air purging function for
single-acting actuators
To use instrument air leaving the positioner
for corrosion protection inside the actuator,
proceed as follows:Î "Actuator stem extends" direction ofaction: remove the blanking plug(12.2) at the connection block andmake a pneumatic connection to theactuator chamber on the exhaust side.
If an obsolete connection block that is
no longer available is used (order no.
1400-8811 or 1400-8812), read theattachment instructions described in
Chapter 5.2.3.
Î The air purging function exists automatically for "actuator stem retracts"
direction of action.

5-18

EB 8497 EN

Installation

1
1.1
1.2
2
3
10
11
11.1
12
12.1

Lever
Nut
Disk spring
Follower pin
Follower clamp
Cover plate
Cover
Vent plug
Connection block
Screw

12.2
14
15
16

Blanking plug or connection
for external piping
GasketMolded seal
Seal
15

14

3

2

1

11

10
11.1

2
Cut-out ofcover plate (10)1.1/1.2

50
90°
35
25

M

View A

View B

G

B

G 3/8

SUPPLY

16

12

12.1

12.2

A

Position 2

M

25

35

90

°

50

Actuator stem
retracts
extends

Position 1
Locking the shaft

Lever position for attachment(view to the back of the device)

Fig. 5-16: Direct attachment to Type 3277 Actuator (175 to 750 cm²)

EB 8497 EN

5-19

Installation

5.3.2

Attachment according toIEC 60534-6

Î See Fig. 5-17
Î Required mounting parts and accessories: see Chapter Table 5-8 on 5.7.
Î Observe travel tables on page 5-4.
Î Read instructions in the gray box at theend of this chapter if the positioner is tobe operated with air purging function.
1. Screw the two bolts (14) to the bracket(9.1) of the stem connector (9), place thefollower plate (3) on top and use thescrews (14.1) for fastening.
Actuator sizes 2800 cm² and 1400 cm²
with 120 mm travel:
2. Mount the NAMUR bracket (10):− Mount connecting plate (6) or pressure gauge bracket (7) with pressuregauges (8) on the positioner. Make
sure that the two seals (6.1) are seated properly.
− Select required lever (1) M, L or
XL and pin position according to
the actuator size and valve travel(see Chapter 5.2.1).

Operation with air purging function for
single-acting actuators
To use instrument air leaving the positioner
for corrosion protection inside the actuator,
proceed as follows:
1. Mount the connecting plate andconnect output 79 to the actuator's
spring chamber.
2. Seal output 238 in single-acting actuators.
Should other valve accessories be usedwhich vent the actuator (e.g. solenoid
valve, volume booster, quick exhaust
valve), this exhaust air must also be included in the purging function. The connection
at the positioner must be protected with acheck valve (e.g. screw fitting with restriction G ¼, order no. 1991-5777) or¼ NPT (order no. 1992-3178) mounted in
the piping. Otherwise the pressure in thepositioner housing would rise above theambient pressure and damage the positioner when the exhausting components respond suddenly.

3. Place positioner on the NAMUR bracket
in such a manner that the follower pin(2) rests in the slot of the follower plate(3, 3.1). Adjust the lever (1) correspondingly.
Screw the positioner to the NAMUR
bracket using the three fastening screws.

5-20

EB 8497 EN

Installation

Attachment to rod-type yokeRods with 20 to 35 mm diameter10
9

Attachment to
NAMUR rib

15

9.1
11

16

Additional bracket for actuators with
2800 cm² and travel ≥ 60 mm
3.1

14

XL and L lever
1
1.1
1.2
2
3
3.1
6
6.1
7
8
9
9.1
10
11
14
14.1
15
16

Lever
Nut
Disk spring
Follower pin
Follower plate
Follower plate
Connecting plate
Seals
Pressure gauge bracket
Pressure gauge
Stem connector
Bracket
NAMUR bracket
Screw
Bolt
ScrewsU-boltBracket

14.1

3

2
1.1

6.1

6

7

1.2
1

or

8

Fig. 5-17: Attachment according to IEC 60534-6 (NAMUR)

EB 8497 EN

5-21

Installation

5.3.3

Attachment according to
VDI/VDE 3847

1 Retaining screw
2 Air blocker

19

20

Attachment according to VDI/VDE 3847 allows the positioner to be replaced quickly
while the process is running by blocking the
air in the actuator.
Note
This type of attachment is not recommended
when two pneumatic modules are used as
the connection block reduces the KV coefficient.
20

Tip
To monitor the supply air and signal pressure, we recommend mounting pressuregauges (see Chapter 5.7).

a) Attachment to linear actuators (VDE/VDE 3847-1)
The positioner can be attached directly to linear actuators (Type 3277 Actuator) or according to IEC 60534-6 (NAMUR).
The actuator must be blocked in position before the positioner can be changed (seeFig. 5-18)
1. Unscrew the red retaining screw (20).
2. Turn the air blocker (19) on the bottom of
the adapter block according to the inscription.

5-22

19

Fig. 5-18: Adapter block for attachment
according to VDI/VDE 3847-1

Preparing the positioner for attachment
Î See Fig. 5-20
1. Unscrew the dummy plate (if installed)from the top pneumatic connections of
the positioner.
2. Unfasten the turnboard (7) from theadapter bracket (6).
3. Place the adapter bracket (6) on the positioner and mount using the screws(6.1). Make sure that the O-rings arecorrectly seated.
4. Place the turnboard (7) on the adapter
bracket (6). Make sure that the O-rings
are correctly seated.
5. Select the required switching function
from Fig. 5-19 by turning the turnboard:
an arrow on the turnboard points to the

EB 8497 EN

Installation

Double acting

Single acting

Reverse acting

9 138 238 79

9 138 238 79

9 138 238 79

Supply Y1Y2 Supply Y1

Y2

Supply Y1

Y2

Fig. 5-19: Label on the adapter bracket

1
2
1.1
1.2

9

6

1
1.1
1.2
2
6
6.1
6.2
6.3
6.4
7
8
9

Lever
Nut
Disk spring
Follower pin
Adapter bracket
Screws
Molded seal
ScrewsScrewsTurnboard
Blanking plugs
O-rings

6.2

6.1

7

6.3
8

6.4

Fig. 5-20: Mounting the adapter bracket on the positioner

EB 8497 EN

5-23

Installation

corresponding switching function (seeFig. 5-19).
6. Insert the molded seal (6.2) in the grooveof the adapter bracket (6).
7. Select required lever size (1) M, L or XL
and pin position according to the actuator size and valve travel (see travel tables
on page 5-4).
Mounting the positioner
Î Required mounting parts and accessories: see Chapter Table 5-9 on 5.7.
Î See Fig. 5-21
Mount the positioner on the yoke. The signal
pressure is routed to the actuator over theconnecting plate (12), for actuators with failsafe action "actuator stem extends" internally through a bore in the valve yoke and for"actuator stem retracts" through external
piping.
Only the Y1 port is required for positioner
attachment. The Y2 port can be used for air
purging of the spring chamber.
1. Place follower clamp (3) on the actuator
stem, align it and screw tight so that themounting screw is located in the grooveof the actuator stem.
2. Insert the molded seal (17.1) into theturnboard (17) and mount the turnboard
to the adapter block (13) using thescrews (17.2).
3. Mount the dummy plate (18) to the turnboard (17) using the screws (18.1).
Make sure that the seals are correctlyseated.

5-24

Note
A solenoid valve can also be mounted inplace of the dummy plate (18). The orientation of the turnboard (17) determines themounting position of the solenoid valve. Alternatively, a restrictor plate can be mounted(u AB 11).
4. Insert the screws (13.1) through the middle holes of the adapter block (13).
5. Place the connecting plate (12) together
with the seal (12.1) onto the screws(13.1) corresponding to the fail-safe action "actuator stem extends" or "actuator
stem retracts". The fail-safe action thatapplies is determined by aligning thegroove of the adapter block (13) with thegroove of the connecting plate (12).
6. Mount the adapter block (13) together
with the connecting plate (12) to the actuator using the screws (13.1).
7. Insert the vent plug (11.1) into the Exh.
connection.
8. For fail-safe action "actuator stem extends", seal the Y1 port with a blanking
plug.
For fail-safe action "actuator stem retracts", connect the Y1 port to the signal
pressure connection of the actuator.
9. Press the shaft lock of the prepared positioner (see Fig. 5-16, bottom left) andhold the lever in position 2.
10. Place positioner in such a manner thatthe follower pin (2) rests on the top of theEB 8497 EN

Installation

1.1
1.2

1
3
11
Exh.

11.1

20
19

13.1
13

12

17.1 17 17.2

1
1.1
1.2
2
3
11
11.1
12
12.1
13
13.1
17
17.1
17.2
18
18.1
19
20

18 18.1

Actuator stem
extends
retracts

12.1

Lever
Nut
Disk spring
Follower pin
Follower clamp
Cover
Vent plug
Connecting plate
Seal
Adapter block
ScrewsTurnboard
Molded seal
ScrewsDummy plate
ScrewsAir blocker
Retaining screw

Z
12

13

Z

Fig. 5-21: Attachment to Type 3277 Actuator according to VDI/VDE 3847

EB 8497 EN

5-25

Installation

follower clamp (3). The lever (1) must reston the follower clamp with spring force.
11. Fasten the positioner to the adapter block(13) using the two fastening screws (6.3).
Make sure the molded seal (6.2) is properly seated (see Fig. 5-21).
12. Mount cover (11) on the other side.
Make sure that the vent plug is located at
the bottom when the control valve is installed to allow any condensed waterthat collects to drain off.
Attachment according to IEC 60534-6(NAMUR)Î Required mounting parts and accessories: see Chapter Table 5-9 on 5-47.
Î Observe travel tables on page 5-4.
Î See Fig. 5-22
1. Series 240 Valves, actuator size up to
1400-60 cm²: Screw the two bolts (14)to the bracket of the stem connector or
directly to the stem connector (dependingon the version), place the follower plate(3) on top and use the screws (14.1) tofasten it.
Type 3251 Valve, 350 to 2800 cm²:
Screw the longer follower plate (3.1) tothe bracket of the stem connector or directly to the stem connector (dependingon the version).
Type 3254 Valve, 1400-120 to 2800
cm²: Screw the two bolts (14) to thebracket (16). Fasten the bracket (16) onto the stem connector, place the follower
plate (3) on top and use the screws(14.1) to fasten it.

5-26

2. For attachment to the NAMUR rib, fasten the NAMUR connection block (10)directly into the existing yoke bore using
the screw and toothed lock washer (11).
Align the marking on the NAMUR valve
connection (on the side marked '1') to
50 % travel.
For attachment to valves with rod-type
yokes using the formed plate (15), whichis placed around the yoke: screw the four
studs into the NAMUR connection block(10). Place the NAMUR connection blockon the rod and position the formed plate(15) on the opposite side. Use the nuts
and toothed lock washers to fasten theformed plate onto the studs. Align themarking on the NAMUR valve connection (on the side marked '1') to 50 %travel.
3. Insert the molded seal (17.1) into theturnboard (17) and mount the turnboard
to the adapter block (13) using thescrews (17.2).
4. Mount the dummy plate (18) to the turnboard using the screws (18.1). Make
sure that the seals are correctly seated.
Note
A solenoid valve can also be mounted inplace of the dummy plate (18). The orientation of the turnboard (17) determines themounting position of the solenoid valve. Alternatively, a restrictor plate can be mounted(u AB 11).

EB 8497 EN

Installation

Exh.

20
19

3

13

13.1

17.1

17

17.2
15

18

18.1
11
10

14.1
2
3
3.1
10
11
13

13.1
Follower pin
14
Follower plate
14.1
Follower plate
15
NAMUR connection block
Screw with toothed lock washer 16
17Adapter block

ScrewsBolt
ScrewsFormed plate
BracketTurnboard

3

16

3.1

17.1
17.2
18
18.1
19
20

Molded seal
ScrewsDummy plate
ScrewsAir blocker
Retaining screw

14

Fig. 5-22: Attachment according to IEC 60534-6 (NAMUR) and VDI/VDE 3847

EB 8497 EN

5-27

Installation

5. Fasten the adapter block (13) to the
NAMUR connection block using thescrews (13.1).
6. Insert the vent plug into the Exh. connection.
7. Place the positioner on the adapter block(13) in such a manner that the followerpin (2) rests on the top of the follower
plate (3, 3.1). Adjust the lever (1) correspondingly.
8. Select required lever size (1) M, L or XL
and pin position according to the actuator size and valve travel (see travel tables
on page 5-4).
9. Fasten the positioner to the adapter block(13) using the two fastening screws (6.3).
Make sure the molded seal (6.2) is properly seated.
10. For single-acting actuators without air
purging, connect the Y1 port of theadapter block to the signal pressure connection of the actuator. Seal the Y2 portwith a blanking plug.
For double-acting actuators and actuators with air purging, connect the Y2
port of the adapter block to the signal
pressure connection of the second actuator chamber or spring chamber of theactuator. Seal the Exh. connection in theadapter block with a blanking plug.

5-28

EB 8497 EN

Installationb) Attachment to rotary actuators (VDI/VDE 3847-2)

1 Retaining screw
2 Air blocker

1 2

The actuator must be blocked in position before the positioner can be changed (seeFig. 5-23)
1. Unscrew the red retaining screw (1).
2. Turn the air blocker (2) on the bottom of
the adapter block according to the inscription.
Preparing the positioner for attachment
Î See Fig. 5-25
1. Unscrew the dummy plate (if installed)from the top pneumatic connections of
the positioner.
2. Unfasten the turnboard (7) from theadapter bracket (6).
3. Place the adapter bracket (6) on the positioner and mount using the screws(6.1). Make sure that the O-rings arecorrectly seated.
4. Place the turnboard (7) on the adapter
bracket (6). Make sure that the O-rings
are correctly seated.
5. Select the required switching function
from Fig. 5-24 by turning the turnboard:
an arrow on the turnboard points to thecorresponding switching function (seeFig. 5-19).
6. Take follower pin on the lever (M) out of
its pin position and place in position 90°.

EB 8497 EN

1

2

Fig. 5-23: Adapter block for attachment
according to VDI/VDE 3847-2

Double acting

Single acting

Reverse acting

9 138 238 79

9 138 238 79

9 138 238 79

Supply Y1Y2 Supply Y1

Y2

Supply Y1

Y2

Fig. 5-24: Label on the adapter bracket

5-29Installation

Mounting the positioner
Î Required mounting parts and accessories: see Chapter Table 5-10 on 5.7.
Î See Fig. 5-25
1. Fasten the adapter block (1) to the actuator's NAMUR interface using the four
fastening screws (2). Make sure that theseals are correctly seated.
2. Mount the follower wheel (3) onto the actuator shaft. Use the matching shaft
adapter (see Chapter Table 5-10, 5.7).
3. Place the adapter bracket (4) onto theadapter block (1) and fasten it using thefastening screws (5). Make sure that theseals are correctly seated.
4. Insert and fasten the follower pin in the
90° position on the positioner's lever.
Only use the longer follower pin included in the mounting kit.
5. Align the positioner on the adapter
bracket (1) in such a way that the follower pin engages into the actuator's follower wheel (3).
6. Fasten the positioner onto the adapter
bracket (6.4) using the fastening screws(6). Make sure that the seals are correctlyseated.
7. Fasten the protective cover between theactuator and positioner to enclose thefollower wheel.

5-30

EB 8497 EN

Installation

5
4
6.1

7

6.4

2
1

3

1
2
3
5
6
6.1
6.4
7

Adapter block
Fastening screws
Follower wheel
Fastening screws
Adapter bracket
ScrewsScrewsTurnboard

Fig. 5-25: Mounting on a single-acting actuator

EB 8497 EN

5-31

Installation

Mounting a solenoid valve
Î See Fig. 5-26
A solenoid valve (12) can also be mounted
in place of the dummy plate (12). The orientation of the turnboard (14) determines themounting position of the solenoid valve. Alternatively, a restrictor plate can be mounted. Further information can be found in the
document u AB 11 (Accessories for Solenoid Valves).

12 Dummy plate
13 Solenoid valve
14 Turnboard

14

12

13

Fig. 5-26: Mounting a solenoid valve

5-32

EB 8497 EN

Installation

5.3.4

Attachment according to
VDI/VDE 3845 and toType 3278, VETEC S160
and R

Î See Fig. 5-28
! NOTICE
Risk of positioner damage due to incorrect
direction of rotation of the rotary actuator.
Î Observe the actuator's direction of rotation on attaching the positioner as described below.
Î Required mounting parts and accessories: see Chapter Table 5-11 on 5.7.
Î Prepare actuator and mount possibly required adapter supplied by the actuator
manufacturer.
1. Mount the housing (10) onto the rotaryactuator. In case of VDI/VDE attachment,
place spacers (11) underneath, if necessary.
Details and dimensions for the fixing levels with VDI/VDE 3845 can be found in
the 'Design and principle of operation'
chapter.
2. For SAMSON Type 3278 and VETECS160 Rotary Actuators, fasten theadapter (5) onto the free end of the shaft
and for VETEC R Actuator, place on theadapter (5.1). For Type 3278, VETEC S160 and VETEC R Actuators, placeon the adapter (3). For VDI/VDE version,
this step depends on the actuator size.

yellow part of the sticker is visible in thewindow of the housing when the valve is
OPEN (adhesive labels with explanatory
symbols are enclosed and can be stuckon the housing, if required).
4. Fasten coupling wheel (4) on the slotted
actuator shaft or adapter (3) using screw(4.1) and disk spring (4.2).
5. Unscrew the standard follower pin (2)from the positioner's M lever (1).
Attach the follower pin (Ø5 mm) included in the mounting kit to pin position90°.
6. Place positioner on housing (10) andscrew it tight. Taking the actuator's direction of rotation into account, adjust lever(1) so that it engages in the correct slotwith its follower pin (see Fig. 5-27).
Actuator turning
counterclockwise
1

10
4

Actuator turning
clockwise

Fig. 5-27: Direction of rotation

3. Stick adhesive label (4.3) onto the coupling wheel in such a manner that theEB 8497 EN

5-33

Installation

1
2
3
4
4.1
4.2
4.3

Lever
Follower pin
Adapter
Coupling wheel
Screw
Disk spring
Adhesive label

5

Actuator shaft oradapter
5.1 Adapter
10 Adapter housing
10.1 Screws
11 Spacer

1

4.1

2

4.2

4.1

4

4.2

4.3
3

4

5.1

4.3
3

5
10.1
10.1

10

10

11

5

SAMSON Type 3278,
VETEC S160,
VETEC R

Attachment according to VDI/
VDE 3845 (Sept. 2010) Fixing level
1, AA1 to AA4 size

Fig. 5-28: Attachment to rotary actuators (heavy-duty version)

5-34

EB 8497 EN

Installation

5.4 Mounting the external position sensor
Note
The processing of the valve position measured by the external position sensor is only
possible if the positioner is fitted with the option module (Z3799-xxx50 [E]) with external
position sensor I.

Note
Since 2009, the back of the position sensor(20) is fitted with two pins acting as mechanical stops for the lever (1). If this position
sensor is mounted using old mounting parts,
two corresponding Ø 8 mm holes must be
drilled into the mounting plate/bracket. A
template is available for this purpose (seeTable 5-6 in Chapter 5.7).

Î Required mounting parts and accessories: see Chapter 5.7 on Table 5-12.

5.4.1

In the positioner version with an external position sensor, the sensor located in a separate
housing is attached over a plate or bracket tothe control valve. The travel pick-off corresponds to that of a standard device. The positioner can be mounted as required to a wallor a pipe.
Pneumatic connection− Either a connecting plate or a pressuregauge bracket must be fixed to the positioner housing, depending on the accessory chosen. Make sure the seals arecorrectly inserted.
− The supply air is connected as describedin Chapter 5.5.
Electrical connection− A connecting lead (10 meter, with
M12x1 connectors) is included in thescope of delivery of the position sensor.
− The electrical connection is performed as
described in Chapter 5.6.

EB 8497 EN

Mounting for Type 3277
ActuatorÎ See Fig. 5-29.
Type 3277 Actuator with 175 to 750 cm²:
The signal pressure is routed to the connection at the side of the actuator yoke for theversion with fail-safe action "actuator stem
extends". For the fail-safe action "actuator
stem retracts" the connection on the top diaphragm case is used. The connection at theside of the yoke must be fitted with a venting
plug (accessories).
1. Place the lever (1) on the sensor in
mid-position and hold it in place. Unthread the nut (1.1) and remove the levertogether with the disk spring (1.2) fromthe sensor shaft.
2. Screw the position sensor (4) onto themounting plate (5).
3. Depending on the actuator size and rated valve travel, determine which leverand position of the follower pin (2) is to
be used from the travel table on
page 5-4. The positioner is delivered

5-35

Installation

with the M lever in pin position 35 on thesensor. If necessary, remove the followerpin (2) from its pin position and move itto the hole for the recommended pin position and screw tight.
4. Place the lever (1) and disk spring (1.2)
on the sensor shaft. Place the lever in
mid-position and hold it in place. Screw
on the nut (1.1).
5. Place follower clamp (3) on the actuator
stem, align it and screw tight so that themounting screw is located in the grooveof the actuator stem.

1
2

6. Place the mounting plate together withthe sensor onto the actuator yoke so thatthe follower pin (2) rests on the top of thefollower clamp (3). It must rest on it withspring force. Fasten the mounting plate(5) onto the actuator yoke using both fixing screws.
7. Mount cover (6) on the other side. Make
sure that the vent plug is located at thebottom when the control valve is installed
to allow any condensed water that collects to drain off.

3

4
5
1.1/1.2

6
7
8

1
1.1
1.2
2
3
4
5
6
7
8

Lever
Nut
Disk spring
Follower pin
Follower clamp
Position sensor
Mounting plate
Cover
Signal pressure
Vent plug

Fig. 5-29: Mounting for Type 3277 Actuator

5-36

EB 8497 EN

Installation

5.4.2

Mounting according toIEC 60534-6 (NAMUR)

Î Required mounting parts and accessories: see Chapter 5.7 on Table 5-12.
Î See Fig. 5-30.
1. Place the lever (1) on the position sensor
in mid-position and hold it in place. Unthread the nut (1.1) and remove the levertogether with the disk spring (1.2) fromthe sensor shaft.
2. Screw the position sensor (20) onto thebracket (21).
The standard attached M lever with the follower pin (2) at position 35 is designed for
120 to 350 cm² actuators with 15 mm rated
travel. For other actuator sizes or travels, se-20 21 1.1, 1.2

14.1 3 14 9.1

lect the lever and pin position from the travel
table on page 5-4. L and XL levers are included in the mounting kit.
3. Place the lever (1) and disk spring (1.2)
on the sensor shaft. Place the lever in
mid-position and hold it in place. Screw
on the nut (1.1).
4. Screw the two bolts (14) to the bracket(9.1) of the stem connector (9), place thefollower plate (3) on top and use thescrews (14.1) for fastening.
5. Place the bracket with the sensor at the
NAMUR rib in such a manner that thefollower pin (2) rests in the slot of the follower plate (3), then screw the bracket
using its fixing screws onto the valve.

9

1
1.1
1.2
2
3
9
9.1
14
14.1
20
21

Lever
Nut
Disk spring
Follower pin
Follower plate
Stem connector
Bracket
Bolt
ScrewsPosition sensor
Bracket2Fig. 5-30: Mounting according to IEC 60534-6 (NAMUR)

EB 8497 EN

5-37

Installation

5.4.3

Mounting on rotary actuators

Î Required mounting parts and accessories: see Chapter 5.7 on Table 5-12.
1. Place the lever (1) on the position sensor
in mid-position and hold it in place. Unthread the nut (1.1) and remove the levertogether with the disk spring (1.2) fromthe sensor shaft.

4. Place the lever (1) and disk spring (1.2)
on the sensor shaft. Place the lever in
mid-position and hold it in place. Screw
on the nut (1.1).
Follow the instructions describing attachment
to the standard positioner in Chapter 5.3.
Instead of the positioner, attach the position
sensor (20) with its mounting plate (21).

2. Screw the position sensor (20) onto themounting plate (21).
3. Replace the follower pin (2) normally attached to the lever (1) with the metal follower pin (Ø 5 mm) from the accessories
and screw it into the hole for pin position
90°.

20

21

1
1.1
1.2
2
20
21

2

1

Lever
Nut
Disk spring
Follower pin
Position sensor
Mounting plate

1.1, 1.2

Fig. 5-31: Mounting on rotary actuators

5-38

EB 8497 EN

Installation

5.5 Pneumatic connection! NOTICE
Incorrect connection of the supply air will
damage the positioner and will lead tomalfunction.
Î Screw the screw fittings into the connecting plate, pressure gauge mounting
block or connection block from the accessories.
! NOTICE
Risk of malfunction due to failure to comply
with air quality requirements.
Î Only use supply air that is dry and freeof oil and dust.
Î Read the maintenance instructions for
upstream pressure reducing stations.
Î Blow through all air pipes and hoses
thoroughly before connecting them.

Exhaust 79

Exhaust 79

Output 238

Output 138

Supply 9

Output 238

Supply 9

Output 138

Fig. 5-32: Pneumatic outputs

The four pneumatic outputs are located on
the back of the positioner (see Fig. 5-32).
The availability of the Outputs 138 and 238
depends on the pneumatic module combination.
Note
If one pneumatic module is used, the entire
air passage (screw fitting, pipe, mounting
plate etc.) must have a minimum inside diameter of 5.9 mm.
If two pneumatic modules are used, the entire air passage (screw fitting, pipe, mounting plate etc.) must have a minimum inside
diameter of 7 mm.

EB 8497 EN

Exhaust 79

Output 238

Output 138

Supply 9

Fig. 5-33: Output 238 and Exhaust 79 sealedwith dummy plate

5-39

Installation

We recommend using a larger inside diameter as the air capacity is further reduced
by any turns and kinks in the air passage.
Connecting the supply air
Before performing the pneumatic connection,
make sure the following conditions are met:Î For "actuator stem extends" fail-safe action: connect the signal pressure to theconnection on bottom of the actuator.
Rotary actuators (heavy-duty version)Î For rotary actuators, the manufacturer's
specifications for connection apply.

− The positioner is properly mounted onto
the control valve.

5.5.2

If this is the case:Tip
To monitor the supply air and signal pressure, we recommend mounting pressuregauges (see accessories in Chapter 5.7).

Î Seal Output 238 and Exhaust 79 with adummy plate (see Fig. 5-33) if only one
pneumatic output is available.
Î Perform the pneumatic connections in theconnecting plate, pressure gauge mounting block and connection block (optionally designed as a bore with ¼ NPT or
G ¼ thread). Customary fittings for metal or copper tubing or plastic hoses canbe used.

5.5.1

Signal pressure connection

The signal pressure connection depends on
how the positioner is mounted onto the actuator:
Type 3277 ActuatorÎ The signal pressure connection is fixed.

Signal pressure reading

Mounting the pressure gauges:
Î See Chapter 5.3.2 and Fig. 5-17

5.5.3

Supply pressure

The required supply air pressure depends on
the bench range and the actuator's directionof action (fail-safe action).
The bench range is written on the nameplate
either as the bench range or signal pressure
range depending on the actuator. The direction of action is marked FA or FE or by a symbol.
Actuator stem extends FA (AIR TO OPEN)
Fail-close (for globe and angle valves):

Attachment according to IEC 60534-6(NAMUR)Î Required supply pressure = Upper benchrange value + 0.2 bar, at least 2.5 bar.

Î For "actuator stem retracts" fail-safe action: connect the signal pressure to theconnection on top of the actuator.

Actuator stem retracts FE (AIR TO CLOSE)

5-40

Fail-open (for globe and angle valves):

EB 8497 EN

Installation

For tight-closing valves, the maximum signal
pressure pstmax is roughly estimated as follows:
pstmax = F +d² · π · ∆p
4·A

bar

d = Seat diameter (cm)∆p = Differential pressure across thevalve (bar)A = Actuator area (cm²)
F= Upper bench range value of theactuator (bar)If there are no specifications, calculate as
follows:

Combination

Typical applications andhook-ups

Typical applications and hook-ups of the
TROVIS 3797 Positioner are listed below.
Besides mounting the positioner onto apneumatic actuator, the possible combinations of pneumatic modules must be taken into account. The permissible possible combinations listed in Fig. 5-7 apply in this case.

Air
capacity

Slot B

Combi- P3799-0001 P3799nation 1 module0000(single andmoduledouble(dummyacting)module)KVS 0.35

Combi- P3799-0001 P3799-0001 KVS 0.70
nation 2 module
module(single and(single anddoubledoubleacting)acting)2

3

Î Required supply pressure = Upper benchrange value + 1 bar, at least 2.5 bar.

5.5.4

Slot A

4

4
Y1

1

1
2
3
4
Y1

Y1
1

Valve
Actuator with "stem extends" fail-safe action
Actuator with "stem retracts" fail-safe action
Positioner
Output 138

Typical application with single-acting actuators
The signal at output 138 is used to control asingle-acting pneumatic actuator. The outputs
238 and 79 are sealed (see Fig. 5-33). The
air capacity can be doubled by using two
pneumatic modules.
In this case, the positioner is fitted with thefollowing pneumatic modules:

EB 8497 EN

5-41

Installation

Typical application with double-acting actuator

Single-acting with air purging of the actuator's spring chamber

The two outputs of the positioner are used tocontrol a double-acting pneumatic actuator.
Output 79 is be sealed by a blanking plug.
The output 138 is vented and the output 238
is supplied with air during fail-safe action.
The air capacity can be doubled by using
two pneumatic modules.

The signal at output 138 is used to control asingle-acting pneumatic actuator. The actuator's spring chamber is additionally purged
with instrument air over the output 79 (Exhaust) of the positioner to protect the insideof the actuator against corrosion. Output
238 must be sealed by a blanking plug. The
air capacity can be doubled by using two
pneumatic modules.

In this case, the positioner is fitted with thefollowing pneumatic modules:
Combination

Slot AAir
capacity

Slot B

Combi- P3799-0001 P3799nation 1 module
0000 mod(single andule
double(dummyacting)module)KVS 0.35

Combi- P3799-0001 P3799-0001 KVS 0.70
nation 2 module
module (sin(single andgle anddoubledouble actacting)ing)
5

In this case, the positioner is fitted with thefollowing pneumatic modules:
Combination

Slot AAir
capacity

Slot B

Combi- P3799-0001 P3799nation 1 module
0000 mod(single andule
double(dummyacting)module)KVS 0.35

Combi- P3799-0001 P3799-0001 KVS 0.70
nation 2 module
module(single and(single anddoubledoubleacting)acting)
2

4
Y1
1

1
4
5
Y1
Y2

5-42

Valve
Positioner
Double-acting actuator
Output 138
Output 238

Y2

4
Y1
1

EXH

1
Valve
2
Single-acting actuator
4
Positioner
Y1 Output 138
EXH Output 79 (Exhaust)

EB 8497 EN

Installation

Large-signal/small-signal mode

2

Large-signal/small-signal mode can be used
when faster actuating times with a high control accuracy are required. In this case, asmall signal is supplied directly to the actuator over output 138. For large step changes,
output 238 of the positioner is used to passon the signal to one or more valve accessories (e.g. volume booster). Output 79 is used
for air purging of the actuator's springchamber or can be sealed by a blanking
plug.
Advantages of this model include:− Short actuating times− Less overshooting− Shorter settling times− Smaller set point deviation− Larger and faster steps− Exact control for small step changes
The use of the large-signal/small-signal
mode is only possible with single-acting actuators. In this case, the positioner is fittedwith the following pneumatic modules:
Combination

Slot A

Slot BAir
capacity

Combi- P3799-0002 P3799-0003 KVS 0.35
nation 3 module
module(single(singleacting)acting)

6
4
Y1
1

1
2
4
6
Y1
Y2

Y2

Valve
Actuator
Positioner
Valve accessories (volume booster inthis example)
Output 138
Output 238

5.6 Electrical connection! WARNING
Incorrect electrical connection will render
the explosion protection unsafe.
Î Do not undo the enameled screws.
Î Do not exceed the maximum permissible
values specified in the EC type examination certificates when interconnecting
intrinsically safe electrical equipment (Uior U0, li or I0, Pi or P0, Ci or C0 and Li or
L0).
The positioner is powered over the Ethernet-APL connection. No other current or voltage source is required.

EB 8497 EN

5-43

Installation

Selecting cables and wires
Î Observe the relevant clauses of
EN 60079-14 for installation of
intrinsically safe circuits.
Î Seal cable entries left unused with plugs.
Î Fit equipment used in ambient temperatures below –20 °C with metal cable entries.
The wires are connected using screw terminals (terminal –/+) with a wire cross-section
from 0.2 to 2.5 mm². The tightening torqueis 0.5 to 0.6 Nm.

− The positioner is properly mounted onto
the control valve.
− The air supply is properly connected.
If this is the case:Î Connect the positioner to Ethernet-APL
by inserting the connector of the twowire Ethernet cable into the port intended
for it on the positioner.
–+

Cable entry with cable gland
The enclosure of the positioner has four
threaded boreholes, which can be fitted withcable glands as required.

Fig. 5-34: Port for Ethernet-APL connection

Î The cable gland version depends on theambient temperature range (see technical data in the 'Design and principle ofoperation' chapter).
Î See Chapter 5.7 for available cableglands.
Î The screw terminals are designed forwire cross-sections of 0.2 to 2.5 mm²(tightening torque 0.5 Nm).
If connection over an equipotential bonding
conductor is required, it can be connected
inside or outside of the device.
Supplying the positioner with energy
Before performing the pneumatic connection,
make sure the following conditions are met:

5-44

EB 8497 EN

Installation

Z3799-xxx14 [P] · Inductive limit switches and binary output (NAMUR)
Slot

Terminal assignmentD
NOTICE!
Do not insert themodule into slot C.
The option module
will be damaged.

Description

Terminal

Binary output (NAMUR)

P

Inductive limit switch 1
Inductive limit switch 2

+83
–84
+41

P

–42
+51

P

–52

Z3799-xxx80 [V] · Forced venting, binary input (24 V) and binary output (NAMUR)
Slot

Terminal assignment

C or DNOTICE!
Set switch forforced venting
function
accordingly (seeChapter 5.2.5).

Description

Terminal

Forced venting

V

Binary input 24 V
Binary output (NAMUR)

V
V

+81
–82
+87
–88
+83
–84

Z3799-xxx21 [F] · Inductive limit switches and forced venting
Slot

Terminal assignmentD
NOTICE!
Do not insert themodule into slot C.
The option module
will be damaged.
Set switch forforced venting
function accordingly (see Chapter 5.2.5).

Description

Terminal

Forced venting

M

Inductive limit switch 1
Inductive limit contact 2

M
M

+81
–82
+41
–42
+51
–52

Z3799-xxx50 [E] · External position sensor I

EB 8497 EN

5-45

Installation

Slot

Terminal assignmentD
NOTICE!
Do not insert themodule into slot C.
The option module
will be damaged.

Description
Shunt terminal(jumpered)
External position
sensorTerminal
E

E

Color

N
N
21

Blue

22

Brown

23

White

24

Black

Z3799-xxx60 [Y] · External position sensor II (4 to 20 mA) and binary output (NAMUR)
Slot

Terminal assignmentD
NOTICE!
Do not insert themodule into slot C.
The option module
will be damaged.

Description

Terminal

External position sensor (4 to20 mA)Y

Shunt terminal (jumpered)Y

Binary output (NAMUR)

Y

+15
–16
N
N
+83
–84

Z3799-xxx65 [U] · Binary input (contact), binary input (24 V) and binary output (NAMUR)
Slot

Terminal assignment

C or D
Description

Terminal

Binary input contact

N

Binary input 24 V
Binary output (NAMUR)

5-46

N
N

85
86
+87
–88
+83
–84

EB 8497 EN

Installation

5.7 Mounting accessories
Table 5-6: General accessories
Designation

Order no.

Aluminum dummy plate for pneumatic connections
Stainless steel dummy plate for pneumatic connections

1402-1079
1402-1438

M20x1.5 cable gland

Adapter M20x1.5 to ½ NPTBlack plastic (6 to 12 mm clamping range)

8808-1011

Blue plastic (6 to 12 mm clamping range)

8808-1012

Nickel-plated brass (6 to 12 mm clamping range)

1890-4875

Nickel-plated brass (10 to 14 mm clamping range)

1992-8395

Stainless steel 1.4305 (8 to 14.5 mm clamping range)

8808-0160

Powder-coated aluminum

0310-2149

Stainless steel

1400-7114

M lever

0510-0510

L lever

0510-0511

XL lever0510-0512

XXL lever

0510-0525

TROVIS-VIEW 6661 (download available: u www.samsongroup.com > DOWNLOADS> Software & Drivers > TROVIS-VIEW)
Isolated USB interface adapter (SAMSON SSP interface to USB port on a computer)

1400-9740

Set of spare parts, consisting of:
2x Molded seal for pneumatic interface
4x Filter2x Cover hinge clip

1402-1582

Table 5-7: Direct attachment to Type 3277 Actuator
Mounting parts/accessories

Order no.

Standard mounting kit for direct attachment to actuators (175, 240, 350, 355, 700,
750 cm²)

1400-7453

Connection block with seals and screw
Pressure gauge mounting kit up to max. 6 bar (output/
supply)EB 8497 EN

G¼

1400-8819¼ NPT

1402-0901

Stainless steel/brass1402-0938

Stainless steel/stainless steel

1402-0939

5-47

Installation

Piping with screw fittings 1)
Actuator (175 cm²), steel
Actuator (175 cm²), stainless steel
Actuator (240 cm²), steel
Actuator (240 cm²), stainless steel
Actuator (350 cm²), steel
Actuator (350 cm²), stainless steel
Actuator (355 cm²), steel
Actuator (355 cm²), stainless steel
Actuator (700 cm²), steel
Actuator (700 cm²), stainless steel
Actuator (750 cm²), steel
Actuator (750 cm²), stainless steel
1)

Order no.
G ¼/G

1402-0970

3/8¼ NPT/3/8 NPT

1402-097

G ¼/G

1402-0971

3/8¼ NPT/3/8 NPT

1402-0978

G ¼/G 3/8

1400-6444¼ NPT/

3/8

NPT

1402-0911

G ¼/G 3/8

1400-6445¼ NPT/3/8 NPT

1402-0912

G ¼/G

1400-6446

3/8¼ NPT/3/8 NPT

1402-0913

G ¼/G

1400-6447

3/8¼ NPT/3/8 NPT

1402-0914

G ¼/G 3/8

1402-0972¼ NPT/

3/8

NPT

1402-0979

G ¼/G 3/8

1402-0973¼ NPT/3/8 NPT

1402-0980

G ¼/G

1400-6448

3/8¼ NPT/3/8 NPT

1402-0915

G ¼/G 3/8

1400-6449¼ NPT/

3/8

NPT

G ¼/G 3/8
¼ NPT/

3/8

1402-0916
1402-0974

NPT

1402-0981

G ¼/G 3/8

1402-0975¼ NPT/3/8 NPT

1402-0982

For "actuator stem retracts" direction of action;with air purging of the top diaphragm chamber;
air purging of the spring chamber for "actuator stem extends" direction of action

5-48

EB 8497 EN

Installation

Table 5-8: Attachment to NAMUR rib or attachment to rod-type yokes 1) according toIEC 60534-6
Travel (mm) Lever For actuator

Order no.

7.5

SType 3271-5 with 60/120 cm² on Type 3510 Micro-flow Valve1402-0478

5 to 50

M2)

Actuators from other manufacturers and Type 3271 (240 to
750 cm²)

1400-7454

14 to 100

L

Actuators from other manufacturers and Type 3271 (1000 and
1400-60 cm²)

1400-7455

Type 3271 (1400-120 and 2800 cm² with 30/60 mm travel)

1400-7466

30 or 60

L

Mounting brackets for Emerson and Masoneilan linear actuators (inaddition, a mounting kit according to IEC 60534-6 is required de- 1400-6771
pending on the travel). See rows above.
Valtek Type 25/50

1400-9554

40 to 200

XL

Actuators from other manufacturers and Type 3271 (1400-120 and
1400-7456
2800 cm² with 120 mm travel)

60 to 300

XXL

Actuators from other manufacturers and Type 3271 (1400-250
with 250 mm travel)

Accessories
Connecting plate, aluminum
Connecting plate, stainless steel
Pressure gauge bracket, two pressure gauges, aluminum
Pressure gauge bracket, two pressure gauges, stainless steel
Pressure gauge bracket, three pressure gauges, aluminum
Pressure gauge bracket, three pressure gauges, stainless steel
Pressure gauge mounting kit, with two pressure gauges up to 6 bar

1402-0806
Order no.

G¼

1402-1434¼ NPT

1402-1435

G¼

1402-1436¼ NPT

1402-1437

G¼

1402-1599¼ NPT

1402-1600

G¼

1402-1601¼ NPT

1402-1602

G¼

1402-1578¼ NPT

1402-1579

G¼

1402-1580¼ NPT

1402-1581

St. steel/brass1402-0938

St. steel/st. steel

1402-0939

Pressure gauge mounting kit, with two pressure gauges up to 10 bar

1402-1583

Pressure gauge mounting kit, with three pressure gauges up to 10 bar

1402-1528

1)
2)

20 to 35 mm rod diameter
M lever is mounted on basic device (included in the scope of delivery)

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Installation

Table 5-9: Attachment according to VDI/VDE 3847-1
Mounting parts
Interface adapter

Order no.
1)

VDI/VDE 3847 for TROVIS 3797

1402-1527

Pressure gauge mounting kit, with three pressure gauges up to 10 bar

1402-1528

Mounting kit for attachment to SAMSON Type 3277 Actuator with 175 to 750 cm²1402-0868

Mounting kit for attachment to SAMSON Type 3271 Actuator or third-party actuators

1402-0869

Travel pick-off for valve travel up to 100 mm

1402-0177

Travel pick-off for 100 to 200 mm valve travel (SAMSON Type 3271 Actuator only)

1402-0178

1)

Alternatively, the interface adapter (1402-0257) for Series 3730 Positioners can be used for mounting the TROVIS 3797 Positioner. The following restrictions apply on using it:− Air purging of the actuator's spring chamber is not possible.
− Only single-acting function can be implemented.
− The top outputs (79 and 238, see Chapter 5.5) must be sealed with the dummy plate.

Table 5-10: Attachment according to VDI/VDE 3847-2
Designation
Mounting
parts

Accessories
for actuator

5-50

Order no.
Mounting block for PFEIFFER Type 31a (edition 2020+) Rotary Actuators with dummy plate for solenoid valve interface1402-1645

Dummy plate for solenoid valve interface (sold individually)

1402-1290

Adapter bracket (VDI/VDE 3847)

1402-1527

Shaft adapter AA1

1402-1617

Shaft adapter AA2

1402-1616

Shaft adapter AA41402-1888

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Installation

Table 5-11: Attachment to rotary actuators
Mounting parts/accessories

Order no.

Attachment according to VDI/VDE 3845 (September 2010), actuator surface
corresponds to fixing level 1
Size AA1 to AA4, heavy-duty version

1400-9244

Size AA5, heavy-duty version (e.g. AIR TORQUE 10 000)

1400-9542

Bracket surface corresponds to fixing level 2, heavy-duty version

1400-9526

Attachment to SAMSON Type 3278 (160 cm²) and to VETEC Type S160, Type R andType M, heavy-duty version

1400-9245

Attachment to SAMSON Type 3278 (320 cm²) and to VETEC Type S320, heavy-duty
version1400-5891
and
1400-9526

Attachment to Camflex II

1400-9120
G¼

1402-1434¼ NPT

1402-1435

G¼

1402-1436¼ NPT

1402-1437

Pressure gauge bracket, two pressure gauges, aluminumG¼1402-1599¼ NPT

1402-1600

Pressure gauge bracket, two pressure gauges, stainless steel

G¼1402-1601¼ NPT

1402-1602

Pressure gauge bracket, three pressure gauges, alumi- G ¼
num
¼ NPT

1402-1578

Connecting plate, aluminum
Connecting plate, stainless steel

Accessories

Pressure gauge bracket, three pressure gauges, stainless steel

1402-1579

G¼

1402-1580¼ NPT

1402-1581

Pressure gauge mounting kit, with two pressure gaug- Stainless steel/brass 1402-1637
es up to 6 bar
St. steel/st. steel
1402-1638
Pressure gauge mounting kit, with two pressure gauges up to 10 bar

1402-1583

Pressure gauge mounting kit, with three pressuregauges up to 10 bar

1402-1528

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Installation

Table 5-12: Attachment of (SAMSON) external position sensor
Designation

Order no.

Directattachment

Mounting parts for actuators with 240, 350, 355 and 750 cm²

NAMUR
attachment

Mounting parts for attachment to NAMUR rib using L or XL lever

1400-7471
1400-7468

VDI/VDE 3845 (September 2010)
Actuator surface corresponds to fixing level 1

Attachment
to rotary
actuators

Size AA1 to AA4 with follower clamp and coupling wheel,version with CrNiMo steel bracket

1400-7473

Size AA1 to AA4, heavy-duty version

1400-9384

Size AA5, heavy-duty version (e.g. AIR TORQUE 10 000)

1400-9992

Bracket surface corresponds to fixing level 2, heavy-duty version

1400-9974

SAMSON Type 3278 (160 cm²) and VETEC Type S160 and Type R,
heavy-duty version
SAMSON Type 3278 (320 cm²) and VETEC Type S320, heavy-duty
version1400-9385
1400-5891
and
1400-9974

Bracket to mount the positioner on a wall (Note: The other fastening parts are to be provided at the site of installation as wall foundations vary from site to site).

0309-0184

Bag of accessories including flanged connector

100058171

10 m connecting cable, 4-pole

100067590

5-52

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Operation

6 Operation

5

4

3

2

1
1

5
7

6

1
2
3
4
5
6
7

Grounding connection
SSP interface
Signal input terminal
Display
Rotary pushbutton
Initialization key (INIT)
Shaft locking

Fig. 6-1: Operating controls

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Operation

6.1 Rotary pushbutton
The rotary pushbutton for on-site operation is located next to the display (right or left, depending on the mounting position).
Turn: select menu item, parameters or values.
Press: confirm setting.
Keep pressed down for two seconds: return to menu level(ESC with progress bar appears).

6.2 Initialization key (INIT)! WARNING
Crush hazard arising from actuator and plug stem moving.
Î Do not insert hands or finger into the yoke while the air supply is connected to the positioner.
Î Do not impede the movement of the actuator and plug stem by inserting objects into theyoke.
! NOTICE
The process is disturbed by the movement of the actuator or valve.
Do not perform the initialization while the process is running. First isolate the plant by closing
the shut-off valves.
For normal operation, simply start initialization by pressing the INIT key after mounting thepositioner on the valve. In this case, the initialization is performed using the MAX initialization mode with ATO fail-safe position (see the 'Start-up and configuration' chapter). Additionally, the default settings in the parameter list (see configuration instructions in Appendix A) apply.
Proceed as follows for fast initialization:
1. Mount the positioner on the valve.
2. Connect the supply air.
3. Connect the electrical power.
Î During the first start-up, the wizard is displayed.
6-2

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Operation

4. Use a thin object to press the initialization key (INIT).

6.3 Display
Note
The display's operating range is from –30 to +65 °C. The readability of the display is restricted outside this temperature range.
As soon as the positioner is powered over Ethernet-APL, the wizard is displayed during thefirst start-up and, in all other cases, the main display (Fig. 6-2, left) appears, which ismarked by the display numbering 0.1 to 0.99 (at the top right-hand corner of the display).
Displayed icons provide information on the operating mode, status etc. (see Chapter 6.3.2).
Press thekey to go from the main display to the menu level (Fig. 6-2, right). All settings
can be made and functions executed in the menu level. The 'Start-up and configuration'
chapter contains a description of the basic start-up settings. A list of the menu structure andparameters for on-site operation is included in Appendix A (configuration instructions).
Main display

Main menu

Display numbering

Operating mode, status,
messages etc.

Display numbering

Display of menus, submenus,
parameters etc.

Fig. 6-2: Main display and main menu of the TROVIS 3797 Positioner

Î Turnclockwise to scroll through from display 0.1 to 0.99. Displays 0.0 to 0.99 are
hidden or shown depending on the positioner's operating mode, configuration, statusetc.
Î Press

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to go from the main display to the menu level.

6-3

Operation

6.3.1

Menu structure

The following menu structure contains the parameters and main folders. The folders are
named correspondingly. The readings shown for individual parameters and folders dependon the state of the positioner (initialized or not yet initialized) and hardware and software
configuration of the positioner (e.g. installed pneumatic modules, parameter settings). Appendix A (configuration instructions) contains a full list of all parameters that can appear on
the display.
Main display
Valve position in degrees
Valve position in %Set point in %Set point deviation in %Supply pressure in bar
Status of pneumatic module in slot A 1)
Status of pneumatic module in slot B 1)
Messages 2)
Press

to go the main menu.

Main menu
Target operating mode
Set point (open-loop control)
Manual set point (MAN)
Reason for fail-safe position
Change reading direction
User level
Start-up (folder)
Valid initialization (folder)
Configuration (folder)
Set point processing (folder)

6-4

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Operation

Identification (folder)
PROFINET® communication
Control parameters (folder)
Process data (folder)
Diagnosis/maintenance (folder)
Configuration (folder)
Device state (folder)
Statistical information (folder)
Test functions (folder)
Reset functions (folder)
Wizard1)
2)

Reading only in the event of an error
Some of the messages can be confirmed: in this case, select the message and press
ble when the configuration is enabled, see the 'Start-up and configuration' chapter).

6.3.2(only possi-

Display icons

Table 6-1: Operating modes
Icon

1)

Operating mode

Description

Automatic mode

The positioner is in closed-loop operation and follows the control
signal.

Automatic modewith communication
with the process control system

The positioner is in closed-loop operation and communicates withthe process control system.

Manual mode

The positioner follows the manual set point instead of the control signal.

SAFE(fail-safe position)

The pneumatic outputs of the positioner are either vented or suppliedwith air depending on the combination of the pneumatic modules.

Open-loop control
mode 1)The open-loop control mode allows the valve position to be adjusted
manually (even when the positioner has not been initialized).

Function mode

The positioner is being initialized or a test is in progress.

The open-loop control mode cannot be directly selected. It acts the same as the manual mode when
the positioner has not yet been initialized.

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Operation

Table 6-2: NAMUR status
Icon

Meaning
FailureFunction check
Out of specification
Maintenance demanded
OK (no message)

Table 6-3: Other icons
Icon

Meaning
Write protection
Option installed in Slot C
Option installed in Slot D
Binary contact 1 active
Binary contact 2 active
Binary contact 3 active

6.3.3

Changing the reading direction of the display

The reading direction of the display can be adapted to the mounting situation (turned 180°)at any time.
1. Press(in start screen) to go to the main menu.

2. Turn

until 'Change reading direction [5]' appears.

3. Pressto change reading direction.

6-6

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Operation

6.4 PROFINET® communication
Note
If complex functions are started in the positioner, which require a long calculation time orlead to a large quantity of data being saved in the volatile memory of the positioner, the alert'busy' is issued by the configuration tool (e.g. FDI). This alert is not an error message andcan be simply confirmed.

6.4.1

GSD files

To integrate the positioner into the bus system, the PROFINET system must describe the positioner parameters, such as output and input data as well as data format and quantity. The
GSD file contains configuration data, parameters, modules, diagnostics and alarms as wellas the manufacturer and device ID. The GSD file has the XML file format and is created in thedata description language GSDML.
A PROFINET General Station Description-(GSD) file describes an IO device provided by thedevice manufacturer. Configuration data, parameters, modules, diagnostics and alarms aswell as the manufacturer and device ID contained in the GSD file. The manufacturer ID (Vendor ID) is a unique number assigned by PI (PROFIBUS & PROFINET International) to eachmanufacturer. Furthermore, the device manufacturer assigns a device ID for unique identification of each device family.
GSDML
Originally, PROFIBUS GSD files were ASCII text files with language-based extensions (GSD
for German files and GSE for English files). In contrast, PROFINET uses XML as the data description language, which enables a data structure and numerous languages to be used. The
PROFINET GSD file is termed "GSDML2 since it is written in XML format and has XML as thefile extension. The GSD file for the positioner is structured as follows:
GSDML
Data description
language

EB 8497 EN- V2.42
Specification
version- SAMSON
Manufacturer- TROVIS3797- 20220420

Product
information

Date of issue
yyyymmdd

6-7

Operation

Device description file
Device ID
Profile0xB341SAMSON0x0010Vendor ID
Profile0xF100

Manufacturer

0x0042

Device type

TROVIS 3797

PA Profile specification version

4.02

The device driver software (GSD/FDI package) can be downloaded from our website(u www.samsongroup.com > Downloads > Software & Drivers > Device integration >3797).
Note
SAMSON supports various third-party operating tools (e.g. ABB, Siemens). SAMSON's
TROVIS-VIEW software can also be used. The software can be downloaded free of charge
from our website (u www.samsongroup.com > Downloads > Software & Drivers > TROVISVIEW).

6.1 First start-up
Î Use a suitable start-up tool to assign a device name and IP address to the positioner.
The corresponding tool of the process control system or a tool, such as Siemens
PRONETA (see Chapter 6.4.2) or SAMSON's TROVIS-VIEW software, can be used as
the start-up tool.

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Operation

Î Integrate the positioner with its device name and IP address into the process control system.
Î Use the profile or provided GSD file to select a module. The following Actuator Function
Block modules are available:− SP_SETPOINT− SETPOINT + CHECK_BACK− SETPOINT + READBACK + POS_D− SETPOINT + READBACK + POS_D + CHECK_BACKÎ Initialize the positioner using an integration tool or by pressing the initialization button(see Chapter 6.2).
Note
The FDI package must be installed to be able to configure the positioner with an integration tool, such as ABB FIM or Siemens PDM.
After initialization is completed, the positioner is ready for use. The first set point can be entered over the 'Set point' parameter and 'Good - OK' assigned as the set point status.

6.4.2

Start-up using Siemens PRONETAÎ Select the network adapter to match the required IP range.

Î Select the 'Network analysis' option to find the positioner based on its MAC address.

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Operation

Î Start scan.

After the scan is completed, all devices in the network are shown.
Î Right-click the positioner and select 'Set Network Parameters'.
Tip
The MAC address column can be sorted to find the MAC address of the positioner
quicker (SAMSON devices always start with 00:e0:99).

Î Enter the device name and IP address.

6-10

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Operation

The positioner is ready for use and can be integrated into the process control system.

6.5 Diagnostics
6.5.1

Profile diagnostic messages

The profile diagnostic messages provide detailed information on the positioner (coded bitwise). They allow diagnosis flags, which are specified in NAMUR Recommendation NE 107,and general device diagnostics to be set. The device model-specific diagnostics are assigned
to the corresponding Transducer Block (module/submodule), which mainly characterizes thedevice model.

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Operation

Fig. 6-3: Profile diagnostic messages
If a diagnostic event occurs in the positioner, a diagnostic alarm is generated depending on
the GSD file used:− When the GSD profile is used, only a generic diagnostic message (NE107_COMMON
and NE107_ACT_ EL_PNEU) and a corresponding diagnostic alarm are generated.
− When SAMSON's manufacturer-specific GSD file is used, a detailed diagnostic message
and a corresponding diagnostic alarm are generated.
Table 6-4: NE107_COMMON alarms
Octet

Bit

Profinet Channel Error Number

Message130x9003

Sensor element error

1

40x9004

Actuator element error

1

60x9006

Parameter setting error

1

10x9001

Evaluation electronics error

330x9013Impermissible ambient temperature

3

60x9016

Auxiliary medium missing

4

40x901C

Communication failed

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Operation

Table 6-5: NE107_ACT_ EL_PNEU alarms
Octet

Bit

Profinet Channel Error Number

Message

120x925A

Supply pressure out of specification

2

4

0x9278Changed friction

3

30x926B

Positioner temperature out of specification

3

50x926D

Error in the pneumatic unit

520x927A

Steady-state error

530x927B

Impermissible dynamic load

540x927C

Mounting error

650x9285

Status message on operating mode

6

60x9286

Valve position histogram

6

7

0x9287

Zero and end position shift

7

1

0x9289Analysis of internal signals

7

40x928C

Travel counter, total valve travel

750x928D

Step response diagnosis

3

6

0x926E

Incorrect travel measurement

6.5.2

Assignment of NAMUR status to READBACK STATUSClassification:
NAMUR status

Description

Value

READBACK status

F

FailureAn operational error
exists.

0x24…0x27

BAD – maintenance alarmC

Function check

The device performs test
and calibration
procedures.

0x3C…0x3F

Good – function check /local overrideS

Out ofspecification

The device is being
operated outside its
technical specification(e.g. during start-up or
cleaning).

0x78…0x7B

UNCERTAIN – process
related, no maintenanceEB 8497 EN

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Operation

M

Maintenancerequired

Maintenance is required.

No message

No message exists

0xA4…0xAB

PB.NE107_STATUS

UNCERTAIN – maintenancedemanded
GOOD

AO_TRD.FEEDBACK.STATUS

AO.READBACK:STATUS
AO.POS_D.STATUS

6.5.3

AlarmsAlarms are really helpful for the 0.1 % of communication needs that cannot be handled in
the predefined cyclic format. They are event-driven. As a result, a PROFINET device will only
send them if an event happens that the PROFINET controller needs to know about.
Alarms are activated by the positioner when a fault occurs. They are automatically deactivated again when the causes of the fault are remedied. A diagnostic message only triggers an
alarm over PROFINET when its NAMUR status is not 'Good'.
An alarm communicated over PROFINET must contain the following information:− Severity− ChannelErrorType− Qualifier
Table 6-6: Readback status PROFINET mapping (severity and qualifier) · Severity and qualifier depend on the classification of the diagnostic message
NAMUR status

PROFINET Severity

PROFINET
Qualifier

Maintenance alarm

Fault

Qualifier_30

Function check

Maintenance demanded

Qualifier_24

Maintenance required

Maintenance demanded

Qualifier_22

Out of specification

AdviceQualifier_5

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Operation

Meaning

READBACK STATUS

NAMUR
statusPROFINET
severity

PROFINET
qualifier

AOFB mode is out of service

BAD - passivated

–

–

–

NAMUR status ->FailureBAD - maintenance
alarm

F

Fault

Qualifier_30

NAMUR status ->Function check

BAD – function check /local overrideC

Maintenance
Demanded

Qualifier_24

Fail-safe position set by the process control system

UNCERTAIN - initial
value

–

–

–

NAMUR status ->Out of specification

UNCERTAIN - process
related, nomaintenanceS

AdviceQualifier_5

NAMUR status ->Maintenance required

UNCERTAIN –maintenancedemandedM

Maintenance
Demanded

Qualifier_22

NAMUR status ->No messages

GOOD - ok–––

Local operation enabled

GOOD - local override

–

–

–

Used to start a PST.

GOOD - function check

–

–

–

Table 6-7: Severity
Severity

Meaning

Fault

Immediate action. The channel no longer functions.

Maintenance demanded

Maintenance needs to be performed as soon as possible

Maintenance required

Maintenance needs to be performed soon

AdviceNormal operation. However, the process informs the user.

Good

Normal operation. This is shown when one of the above is
not shown.

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Operation

Table 6-8: Process value status
Process Value Status and substatus

Meaning

BAD - non specificThis is set by 'Fail Safe' under the condition that FSAFE_
TYPE = fail-safe position and indicates that the device fail tocommunicate.

BAD - not connected

Communication failure

BAD - passivated

The current AOFB mode is out of service

BAD - maintenance alarm

NAMUR status -> Failure

BAD – function check / local override

NAMUR status -> Function check

Initial Fail Safe or communication failure

Fail-safe position active or communication failure

UNCERTAIN - initial valueFirst valid set point does not exist yet or no valid measured
data exist during start-up

UNCERTAIN – maintenance demanded

NAMUR status -> Maintenance required

UNCERTAIN - process related, nomaintenance

NAMUR status -> Out of specification

GOOD - ok

NAMUR status -> No messages

GOOD - initiate fail safe

Fail-safe position set by the process control system

GOOD - function check

This status is used to start a PST over the process control system.

GOOD - local override

Local operation enabled

These states only apply to parameters transmitted over cyclic communication. The processcontrol system writes the status.
SP
BAD – XXX (status equal to BAD, independent of substatus)
UNCERTAIN – Initial ValueGOOD – initiate fail safe
GOOD – function check

6-16

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Operation

These states apply to internal process parameters which are passed on to the valve for use by
the valve.
OUT and POSITIONING_VALUEBAD – non specific
BAD – passivated
UNCERTAIN – substitute set
GOOD – ok
GOOD – local override
READBACK and POS_D
BAD – passivated
BAD – maintenance alarm
BAD – function check / local override
UNCERTAIN – initial value
UNCERTAIN – process related, no maintenance
UNCERTAIN – maintenance demanded
GOOD – ok
GOOD – local override
GOOD – function check
FEEDBACK_VALUE and SIMULATE_ STATUS
BAD – maintenance alarm
UNCERTAIN – process related, no maintenance
UNCERTAIN – maintenance demanded
BAD – function check / local override
GOOD – ok
GOOD – local override 1)
GOOD – function check___
1)'GOOD – local override' does not apply to the SIMULATE_STATUS parameter.

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Operation

6.6 Write protection
The write protection function is used to control the access to parameters to change or activate
them. The following write protection options are available depending on the method of communication:− On-site operation locked (see ID 48313 for special rules)− Bus communication locked (see ID 134920 for special rules)
Depending on the selected write protection option, observe the conditions for changing parameters (see Chapters 6.6.1 to 6.6.3).

6.6.1

Write protection for bus communication

The 'Write protection' parameter is used to protect write access to parameters over bus communication. As a result, this parameter can only be written over on-site operation (8.40.5) or
TROVIS-VIEW (over serial interface).
There are three different types of write protection:− Hardware write protection
All parameters that are accessed over cyclic communication are not affected by this write
protection option.
− Hardware write protection with exceptions
All parameters that are accessed over cyclic communication are not affected by this write
protection option except for the following parameters:
−
−
−
−
−

Target Mode (AOFB)
Target operating mode
OUT
The set point can be entered in the MAN mode.
The set point can be entered in the automatic mode (open-loop control).

− Password write protection
This setting is identical to the 'Hardware write protection' option, except that this write
protection option can only be deactivated after entering the correct password (see Chapter 6.6.3, 'Password configuration' parameter)

6.6.2

Write protection for on-site operation

The 'Activate password' parameter allows the on-site operation to be protected by a four-figure PIN.

6-18

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Operation

Enabling on-site operation in 'User level' [6] is locked by an active on-site write protection
and can only be unlocked by entering the PIN. Once the correct PIN is entered over the onsite operation, operation is enabled for 10 minutes. After ten minutes, the on-site operation is
automatically locked again. The PIN entry is locked for ten minutes after an incorrect PIN has
been entered three times.
If bus communication fails longer than 30 seconds, the on-site operation is automatically enabled.

6.6.3

Password configuration

This parameter can be used to change the password.
The new password is immediately valid. Users must have their own individual password.
The default password is '1234'.

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6-19

6-20

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Start-up and configuration

7 Start-up and configuration
The work described in this chapter is to be performed only by personnel appropriately qualified to carry out such tasks.
! WARNING
Crush hazard arising from actuator and plug stem moving.
Î Do not insert hands or finger into the yoke while the air supply is connected to the positioner.
Î Do not impede the movement of the actuator and plug stem by inserting objects into theyoke.
Before start-up, make sure the following conditions are met:
− The positioner is properly mounted according to the instructions.
− The pneumatic and electrical connections are performed according to the instructions.
After the positioner is put into operation for the first time after shipment, the wizard starts automatically after the electrical power is connected. It assists users to set the display's reading
direction and the menu language (English upon first start-up). The reading direction of thedisplay depends on the mounting position (position of the pneumatic modules, right or left ofthe display).
1. Turn: determine the reading direction of thedisplay (mounting position with pneumatic modules on the right or left of the display).
2. Press

twice: confirm reading direction.

3. Turn: select language.

4. Pressthree times: confirm language.

Î Afterwards, the display automatically changes to the main display.
Î When ESC is selected in the wizard, you can navigate through the displays of the wizard 1/3 (mounting position), 2/3 (language) and 3/3 (exit wizard) by selecting forward (>) and back (<).
Î If no settings are entered within five minutes, the positioner automatically returns to themain display.

EB 8497 EN

7-1

Start-up and configuration

Sequence for start-up:
ActionChapter

1. Enable configuration.

7.1

2. Set start-up parameters:
7.2
Actuator type, pin position, initialization mode, fail-safe position, pneumatic primary output, software restriction
3. Initialize the positioner.

7.3

4. Configuring option modules

7.4

7.1 Enabling configurationThe

icon indicates that configuration has not yet been enabled.

1. Press(in start screen) to go to the main menu.

2. Turn

until 'User level [6]' appears.

3. Press and turn

until 'On-site: write' appears.

4. Pressto confirm.

5. Keep

pressed down for two seconds to return to the start screen.

Î Configuration is enabled when theicon is no longer visible on the display.

Configuration is locked again if no settings are entered within 5 minutes.

7.2 Setting start-up parameters
The start-up parameters listed in this chapter are set in the 'Start-up' menu. To access the'Start-up' menu, proceed as follows:
1. Enable configuration as described in Chapter 7.1.
2. Press(in start screen) to go to the main menu.

3. Turn

until 'Start-up [7]' appears.

4. Pressto go to the 'Start-up' menu.

7-2

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Start-up and configuration

7.2.1

Actuator typeThree different parameters are available for selection:− Linear actuator− Rotary actuator− Linear actuator (expert) with separate setting options for pin position and nominal range
1. Turn(within 'Start-up [7]' menu) until 'Actuator [7.1]' appears.

2. Press and turn
3. Press

7.2.2

to set the actuator type.

to confirm the setting.

Operation with small actuators

The 'Small actuator volume' setting must be selected beforehand for operation with small actuators. The setting is performed at the positioner by selecting the [7.2] menu item or over the
integration. A special initialization routine is run when the setting for small actuators is selected. It adapts the positioner to the smaller actuator volume.
1. Turn(within 'Start-up [7]' menu) until 'Small actuator volume (≤0.36l) [7.2]' appears.

2. Press and turn
3. Press

EB 8497 EN

to set 'Yes'.

to confirm the setting.

7-3

Start-up and configuration

Configuration in TROVIS-VIEW

7.2.3

Pin position

The setting options depend on the entered actuator type:− For linear actuator: 'Pin position [7.2]: 'None', 17, 25, 35, 50, 70, 100, 200 or 300 mm− For rotary actuator: 'Pin position [7.3]': 90° and 'No lever'− For linear actuator (expert): 'Pin position [7.4]: 10 to 655 mm
1. Turn(within 'Start-up [7]' menu) until 'Pin position [7.2/7.3/7.4]' appears.

2. Press and turn
3. Press

7-4

to enter the pin position to match how the actuator is mounted.

to confirm the setting.

EB 8497 EN

Start-up and configuration

Note
A pin position needs to be entered for the NOM and SUB initialization modes (see Chapter 7.2.5).

7.2.4

Nominal range

The possible adjustment range depends on the entered pin position.
1. Turn(within 'Start-up [7]' menu) until 'Nominal range [7.10/7.11/7.12]' appears.

2. Press and turn
3. Pressto set the nominal range.

to confirm the setting.

Note
If no pin position has been entered, 'Nominal range' is only available for the 'Linear actuator (expert)' actuator type.

7.2.5

Initialization mode

During initialization, the positioner adapts itself optimally to the friction conditions and the signal
pressure required by the control valve. The type and extent of autotuning depends on the initialization mode selected. The following initialization modes are available:
MAX: Maximum range
The positioner determines travel/angle of rotation of the closing member from the closed position to the opposite travel stop and adopts this travel/angle of rotation as the operating
range from 0 to 100 %.
NOM: Nominal range · Initialization mode for all globe valves
The calibrated sensor allows the exact valve travel to be measured very accurately. Duringinitialization, the positioner checks whether the control valve can move through the indicatednominal range (travel or angle) without collision. If this is the case, the indicated nominal
range is adopted as the operating range.

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Start-up and configuration

MAN: Manually selected end positions · Initialization mode for globe valves
Before starting initialization, move the control valve manually to the end positions. The positioner calculates the travel/angle difference from the two positions that the valve moved toand adopts it as the operating range. This initialization mode can only be started when thevalve position differs in the end positions and the positioner has not yet been initialized.
SUB: Substitute calibration · To replace a positioner while the plant is running
A complete initialization procedure takes several minutes and requires the valve to movethrough its entire travel range several times. In the SUB initialization mode, the control parameters are estimated and not determined by an initialization procedure. As a result, a highlevel of accuracy cannot be expected. A different initialization mode should be selected if theplant allows it.
The substitute calibration is used to replace a positioner while the process is running. For thispurpose, the control valve is usually blocked mechanically in a certain position or pneumatically by means of a pressure signal which is routed to the actuator externally. The blocking
position ensures that the plant continues to operate with this valve position. The blocking position can also be the fail-safe position when this condition is beneficial for the temporary
phase.
Perform a reset before re-initializing the positioner if the substitute positioner has alreadybeen initialized (see the 'Operation' chapter).
Setting the MAX and NOM initialization modes:
1. Turn(within 'Start-up [7]' menu) until 'Initialization mode [7.24]' appears.

2. Press and turn
3. Pressto set the MAX or NOM initialization mode.

to confirm the setting.

Note
A pin position needs to be entered for the NOM initialization mode.

7-6

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Start-up and configuration

Setting the MAN initialization mode
Note
The MAN initialization mode can only be started when the valve position differs in the end
positions and the positioner has not yet been initialized.
1. Turn(within 'Start-up [7]' menu) until 'Initialization mode [7.24]' appears.

2. Press and turnto set the MAN initialization mode.

3. Pressto confirm the setting.

4. Turn

until 'Set point (open-loop control) [7.28]' appears.

5. Press and turn90°.

to move the valve to the first end position. Enter a value from –90 to

6. Pressto confirm the value (first end position).

7. Turn

until 'Adopt valve position 1 [7.29]' appears.

8. Pressto confirm the entered first valve position as valve position 1.

9. Turn

until 'Set point (open-loop control) [7.28]' appears.

10. Press and turnto 90°.

to move the valve to the second end position. Enter a value from –90

11. Press

to confirm the value (second end position).

12. Turn

until 'Adopt valve position 2 [7.31]' appears.

13. Press

to confirm the entered second valve position as valve position 2.

Setting the SUB initialization mode:
Note
The SUB initialization mode is a substitute calibration, which can be selected to replace a positioner while the process is running. In this mode, the control parameters are estimated andnot determined by an initialization procedure. As a result, a high level of accuracy cannot be
expected. A different initialization mode should be selected if the plant allows it.

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Start-up and configuration

The SUB initialization mode can only be started when the positioner has not yet been initialized.
1. Write down the current valve position in %.
2. Turn(within 'Start-up [7]' menu) until 'Initialization mode [7.24]' appears.

3. Press and turnto set the SUB initialization mode.

4. Pressto confirm the setting.

5. Turn

until 'Pin position [7.2/7.3/7.4]' appears.

6. Press and turnto enter the pin position to match how the actuator is mounted.

7. Pressto confirm the setting.

8. Turn

until 'Nominal range [7.10/7.11/7.12]' appears.

9. Press and turnto set the actuator's nominal range.

10. Press

to confirm the setting.

11. Turn

until 'Current valve position [7.35]' appears.

12. Press and turnto set the current valve position in % (see step 1), at which the valve iscurrently blocked.
13. Turn

until 'Direction of rotation [7.36]' appears.

14. Press and turnto set the direction of rotation so that the lever's direction of rotation
matches the valve's closing direction.
Example:The valve closes when the plug stem moves downward. This action causes the positioner's lever to turn counterclockwise (when looking at the display, the pneumatic moduleon the right).
Î Setting: Counterclockwise
Note
After performing the SUB initialization, the control parameters can be changed ('Configuration [8]'/'Control parameters [8.4]', see Appendix A).

7-8

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Start-up and configuration

7.2.6

Fail-safe action

Define the fail-safe position of the valve taking the valve type and the actuator's direction ofaction into account:
Fail-safe position

Description

AIR TO OPEN
(closing)

Signal pressure opens the valve, e.g. for a fail-close valve
The AIR TO OPEN setting always applies to double-acting actuators.

AIR TO CLOSE(opening)

Signal pressure closes the valve, e.g. for a fail-open valve

1. Turn(within 'Start-up [7]' menu) until 'Fail-safe position [7.20]' appears.

2. Press

and turn it to set the fail-safe position AIR TO OPEN or AIR TO CLOSE.

3. Pressto confirm the setting.

For checking purposes: after initialization is completed, the positioner display must read 0 %when the valve is closed.

7.2.7

Pneumatic primary output

Which pneumatic signal on which the diagnostics or valve signature is to be based uponmust be defined. OUTPUT 138 is set by default.
1. Turn(within 'Start-up [7]' menu) until 'Output P3799 (primary) [7.53]' appears.

2. Press and turnto assign 'OUTPUT 138' or 'OUTPUT 238'.

3. Pressto confirm the setting.

7.2.8

Software restriction

Note
The positioner must be re-initialized if the software restriction settings are changed after initialization.

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Start-up and configuration

Tip
We recommend setting the software restriction for supply and exhaust to a value of 50 % foractuators with diaphragm areas ≤ 240 cm².
Positioner with pneumatic module combination P3799-0001, P3799-0002, P3799-0003
and P3799-0004
If the pneumatic module combinations P3799-0003 and P3799-0004 are installed in the positioner, the software restriction automatically adapts the air capacity to the actuator size
during initialization.
Note
The automatic software restriction setting must be deactivated when a pneumatic volume
booster is mounted on the control valve.
If you want to set the software restriction manually, proceed as follows:
1. Turn(within 'Start-up [7]' menu) until 'Automatic software restriction setting [7.62]'
appears.
2. Press and turnto set 'Not active'.

3. Pressto confirm the setting.

4. Turn

until 'Software restriction (supply) [7.64]' appears.

5. Press and turnto set the value (25 to 100 %).

6. Pressto confirm the setting.

7. Turn

until 'Software restriction (exhaust) [7.65]' appears.

8. Press and turn
9. Pressto set the value (25 to 100 %).

to confirm the setting.

Positioner with two pneumatic modules P3799-0001
If the pneumatic module combination P3799-0001 and P3799-0001 is installed in the positioner, no automatic adaptation by the software restriction takes place. The control response
to small step changes can be corrected by manually adjusting the software restriction after
initialization. To do this, proceed as follows:

7-10

EB 8497 EN

Start-up and configuration

1. Turn(within 'Configuration [8]' menu) until 'Software restriction (supply) [8.7.30]'
appears.
2. Press and turnto set the value (25 to 100 %).

3. Pressto confirm the setting.

4. Turn

until 'Software restriction (exhaust) [8.7.32]' appears.

5. Press and turn
6. Pressto set the value (25 to 100 %).

to confirm the setting.

If the air output capacity is generally too large for the actuator, remove the pneumatic module P3799-0001 at slot B and replace it with pneumatic module P3799-0000 (dummy module).
Positioner with pneumatic module combination P3799-0002 and P3799-0003
If the pneumatic module combination P3799-0002 and P3799-0003 is installed in the positioner, no automatic adaptation by the software restriction takes place. The control response
to small step changes can be corrected by manually adjusting the software restriction after
initialization. To do this, proceed as follows:
1. Turn(within 'Configuration [8]' menu) until 'Software restriction (supply) [8.7.30]'
appears.
2. Press and turnto set the value (25 to 100 %).

3. Pressto confirm the setting.

4. Turn

until 'Software restriction (exhaust) [8.7.32]' appears.

5. Press and turn
6. Pressto set the value (25 to 100 %).

to confirm the setting.

If the air output capacity is generally too large for the actuator, change the hook-up. In case,after changing the hook-up, there are no longer any valve accessories (e.g. volume booster,
quick exhaust valve) installed, change the pneumatic module combination to two P37990001 modules.

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Start-up and configuration

7.2.9'External position sensor' function

NoteThis chapter only applies if the positioner is fitted with an external position sensor (option
module [E] or [Y]).
Î Set 'Position sensor' [8.10.40] parameter to 'External'.

7.3 Initializing the positioner
Once all settings have been made according to Chapter 7.2, the positioner initialization canbe started.
! NOTICE
The process is disturbed by the movement of the actuator or valve.
Î Do not perform the initialization while the process is running. First isolate the plant byclosing the shut-off valves.
Note
The initialization can only be started over the menu after configuration has been enabled.
When the positioner is fitted with pressure sensors, a valve signature can be recorded automatically after initialization is completed. In this case, the signal pressure is recorded together with the valve position and saved in the positioner as a reference value.
More details on the valve signature can be found in the Operating Instructions u EB 8389-4.
The function is activated by default. To change the 'Initialization with valve signature' setting,proceed as follows:
1. Turn(within 'Start-up [7]' menu) until 'Init. with valve signature [7.68]' appears.

2. Press and turn
3. Press

7-12

to select the 'Yes' or 'No'.

to confirm the setting.

EB 8497 EN

Start-up and configuration

Start initialization:
1. Turn(within 'Start-up [7]' menu) until 'Start initialization [7.75]' appears.

2. Pressto start initialization.

3. Confirm warning with OK.
4. Wait until the initialization process is completed.
After initialization, the positioner remains in the 'Start initialization [7.75]' menu item.
Î Keeppressed down for two seconds to return to the main menu.

Î Keeppressed down again for two seconds to return to the start screen.

The valve position appears in % on the display. The positioner is in the automatic mode (icon), the NAMUR status is OK ( icon) and configuration is still enabled.
Î The positioner is ready for use.
Tip
Initialization can also be started by pressing the initialization key (INIT).

7.4 Configuring option modules
Î Set parameters of option modules:–[8.10.22] to [8.10.24] for slot C, see Appendix A (configuration instructions)–[8.10.32] to [8.10.34] for slot D, see Appendix A (configuration instructions)Î Perform other settings depending on the installed option module:–

Mechanical limit switches (option module [M])–External position sensor I and II (option module [E] and [Y]), see Chapter 7.2.9

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﻿

7-14

EB 8497 EN

Operation

8 Operation
The work described in this chapter is to be performed only by personnel appropriately qualified to carry out such tasks.
! DANGER
Risk of fatal injury due to the ignition of an explosive atmosphere.
Î Observe EN 60079-14 (VDE 0165, Part 1) for work on the positioner in potentially explosive atmospheres.
Î Work in potentially explosive atmospheres is to be performed only by personnel who has
undergone special training or instructions or who is authorized to work on explosion-protected devices in hazardous areas.
! WARNING
Crush hazard arising from actuator and plug stem moving.
Î Do not insert hands or finger into the yoke while the air supply is connected to the positioner.
Î Before working on the positioner, disconnect and lock the pneumatic air supply.
Î Do not impede the movement of the actuator and plug stem by inserting objects into theyoke.
The positioner can be operated after mounting and start-up have been completed. After initialization, the positioner switches to closed-loop operation (automatic mode).

8.1 Changing operating mode
The following operating modes can be set at the positioner:− Automatic mode: the positioner is in closed-loop operation and follows the control signal(indicated by theicon). If the communication for open-loop control is active, the iconchanges to .
− Fail-safe position: the pneumatic outputs of the positioner are either vented (exhaust) or
supplied with air (supply) depending on the combination of the pneumatic modules (indicated by theicon).
− Manual mode: the positioner follows the 'Manual set point [MAN 3]' instead of the control signal. Manual mode is indicated by theicon.

EB 8497 EN

8-1

Operation

Setting the target operating mode:
1. Turn(in start screen) until 'Target operating mode [1]' appears.

2. Press and turn
3. Pressto select the target operating mode.

to confirm the setting.

8.2 Performing zero calibration
In case of inconsistencies in the closed position of the valve, e.g. with soft-seated plugs, it
might be necessary to recalibrate zero. During zero calibration, the valve moves once to theclosed position.
! NOTICE
The process is disturbed by the movement of the actuator or valve.
Î Do not perform the zero calibration while the process is running. First isolate the plant byclosing the shut-off valves.
Note
A zero calibration is not possible if there is zero point shift of more than 5 %.
1. Turn(within 'Start-up [7]' menu) until 'Start zero calibration [7.76]' appears.

2. Pressto start zero calibration.

3. Confirm warning with OK.
4. Wait until zero calibration is completed.
After zero calibration, the positioner remains in the 'Start zero calibration [7.76]' menu
item.
Î Keeppressed down for two seconds to return to the main menu.

Î Keeppressed down again for two seconds to return to the start screen.

8-2

EB 8497 EN

Operation

8.3 Resetting the positioner
A reset allows the positioner to be reset to the default settings. The TROVIS 3797 Positioner
has the following reset options:
Reset function

Description

Sample application

Reset diagnosis

Resets all diagnostic functions including graphs and histograms.

Diagnosis analyses of operating
hours in the past are no longer relevant.

Reset (standard)

Resets the positioner to the state as
upon delivery. Actuator andvalve-specific settings remain unchanged.

Positioner has been repaired or
modified. The diagnosis data are
no longer relevant. The positioner
must be re-initialized.

Reset (advanced)

All parameters will be reset to theirdefaults adjusted upon delivery.

Positioner is mounted on anotheractuator/valve.

Restart

The positioner is shut down and restarted.

Putting the device back into operation after failure

Reset initialization

All parameters for the start-up settings (see the 'Start-up and configuration' chapter) are reset. The positioner needs to be re-initialized afterwards.

Changes to the start-up settings arenecessary.

Reset reports

Reset all reports and graphs/diagrams generated by the partial
stroke (PST) and full stroke (FST)
tests.

The existing test results and assessments are no longer relevant.

Reset communication

Reset network configuration (IPv4address, IPv4 mask and device
name)

The positioner is removed from thecontrol valve and there are no plansto remount it on the same valve.

1. Turn(within main menu) until 'Reset functions [14]' appears.

2. Pressto go to the menu.

3. Turn

to select a reset function.

4. Pressto perform the reset function.

5. Confirm warning with OK.
6. Wait until the reset function is completed.

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8-3

8-4

EB 8497 EN

Malfunction

9 Malfunction! DANGER
Risk of fatal injury due to the ignition of an
explosive atmosphere.
Î Observe EN 60079-14 (VDE 0165,
Part 1) for work on the positioner in potentially explosive atmospheres.
Î Work in potentially explosive
atmospheres is to be performed only by
personnel who has undergone special
training or instructions or who isauthorized to work on explosionprotected devices in hazardous areas.

Malfunctions and errors are indicated on thedisplay by error messages in conjunction
with an icon for status classification (seeTable 9-1) and an error ID. Table 9-2 lists
possible error messages and recommended
action.
Note− Contact SAMSON's After-sales Service for
malfunctions not listed in the table.
− The status classification of error messages
can be changed in SAMSON's TROVISVIEW software.

! DANGER
Risk of bursting in the pneumatic actuator
due to the use of a fail-in-place module.
Before working on the positioner, actuator or
any other valve accessories:Î Depressurize all plant sections concerned
and the actuator. Release any stored energy.
! WARNING
Crush hazard arising from actuator andplug stem moving.
Î Do not insert hands or finger into theyoke while the air supply is connected tothe positioner.
Î Before working on the positioner, disconnect and lock the pneumatic air supply.
Î Do not impede the movement of the actuator and plug stem by inserting objects
into the yoke.

EB 8497 EN

9-1

Malfunction

Table 9-1: Status classification
Icon

Meaning
FailureFunction check
Out of specification
Maintenance demanded

9.1 Troubleshooting
Table 9-2: Troubleshooting
Error ID

Message

Recommended action

1

Init: rated travel not achievedÎ Check attachment and pin position.

2

Init: travel too smallÎ Check start-up settings.
Î Check attachment.

3

Init: no movement

Î Check positioner mounting, pin positionand supply air. Check piping andconfiguration of the mounting parts.
Move the positioner out of the fail-safe
position.

21

Init: pin position

Î Check pin position.

26

Timeout for detection of zero

Î Check attachment.
Î Check supply pressure.

27

Positioner not initializedÎ Perform an initialization.

Init: incorrect operating mode

The positioner cannot perform the functionthat has been started because it is in thewrong mode. This message appears forexample, when a test is started while thepositioner is in the automatic mode (themanual mode is required to perform tests).

29

1)
2)

9-2

StatusHighest classification
The pneumatic module (A or B) affected is also indicated in addition to the error ID.

EB 8497 EN

Malfunction

Error ID

Message

Recommended action

31

Init: canceled externallyÎ Check input signal.

36

Zero calibration shift >>Î Check attachment.
Î Check supply pressure.

50

PST: start criteria not met

Î Check the configuration of the test
parameter (see Operating Instructions
u EB 8389-4)

51

PST: cancellation criteria met

Î Check the configuration of the test
parameter (see Operating Instructions
u EB 8389-4)

56

FST: start criteria not met

Î Check the configuration of the test
parameter (see Operating Instructions
u EB 8389-4)

57

FST: cancellation criteria met

Î Check the configuration of the test
parameter (see Operating Instructions
u EB 8389-4)

100

P3799: combination invalid

Î Check configuration. Install the correct
pneumatic modules.

101

No pneumatic moduleÎ Install pneumatic module (at least one
pneumatic module must be installed).

144

Temperature inside device below
min. limit

145

Temperature inside device above
max. limit

146

Test in progress

The positioner is in the test mode (e.g.
initialization process, partial stroke test etc.).
Î Wait until the test is completed or cancel
it.

150

Operating mode not AUTO

The positioner does not follow the control
signal because it is not in automatic mode.
The message no longer appears as soon as
the positioner changes back to automatic
mode.

155

Dynamic stress factor >>Î Check the state of the valve packing.

1)
2)

StatusÎ Check the installation of the control valve
concerning possible environmental andambient influences. If necessary, protect
the control valve better against
environmental influences.

Highest classification
The pneumatic module (A or B) affected is also indicated in addition to the error ID.

EB 8497 EN

9-3

Malfunction

Error ID

Message

Recommended action

156

Limit for total valve travel exceededÎ Check valve and attachment for signs of
wear.

194

Set point deviation

Î Check attachment.
Î Check air supply.
Î Check air lines/connections.

195

Lower end position shiftedÎ Check seat and plug.

196

Upper end position shiftedÎ Check seat and plug.

201

Switch position for forced venting
function incorrect

Î Set correct switch position.

206

Valve signature failed

Î Check configuration.
Î Restart valve signature.
Î Initialize positioner with setting 'Init. withvalve signature' = Yes.

207

No supply pressureÎ Check air supply.
Î Check air lines/connections.

208

Low supply pressureÎ Check air supply.
Î Check supply pressure regulator.
Î Check air lines/connections.

209

Pressure sensors failed

Î Check the supply pressure.
Î Check input signal.

210

Supply pressure > 10 bar

Î Check air supply.
Î Check supply pressure regulator.

211

Emergency mode active

Î Check travel measurement.

212

Friction change (mid-position)

213

Friction change (open position)214

Friction change (closed position)

215

Logging suspended

1)
2)

9-4

Status

The friction conditions have changed.
Î Check the positioner's mechanicalfunctions and set-up.
The positioner's functioning is not impaired.
The message no longer appears after the
positioner starts logging again.

Highest classification
The pneumatic module (A or B) affected is also indicated in addition to the error ID.

EB 8497 EN

Malfunction

Error ID

StatusMessage

Recommended action

222

Operating range in CLOSED position

Î Check attachment.
Î Check supply pressure.
Î Check whether another valve can be
used.

223

Operating range in max. OPEN
positionÎ Check attachment.
Î Check supply pressure.
Î Check whether another valve can be
used.

224

Operating range shifting towards
CLOSED position

Î Rethink the working range.

225

Operating range shifts towards
max. OPEN position

Î Rethink the working range.

Limited working range: lower
range

Î Check that pneumatic installations andconnections are tight.
Î Check supply pressure.
Î Check plug stem for external influencesthat could be blocking it.

Limited working range: upperrangeÎ Check that pneumatic installations andconnections are tight.
Î Check supply pressure.
Î Check plug stem for external influencesthat could be blocking it.

232

Fail-in-place module

Fail-in-place module has been activated. No
action possible. The error message iscleared as soon as the conditions thatcaused the status messages to be generated
no longer prevail.

233

Fail-in-place module

Î Contact SAMSON's After-sales Service.

226

227

2641

1)

Init: canceled (control accuracy)

Î Check attachment.

2643

1)

Init: angle limitation

Î Check start-up settings.
Î Check attachment.

2644

1)

Init: low control accuracy

Î Check attachment.

2645

1)

Init: timeout

Î Check start-up settings.
Î Check attachment.
Î Check supply pressure.

1)
2)

Highest classification
The pneumatic module (A or B) affected is also indicated in addition to the error ID.

EB 8497 EN

9-5

Malfunction

Error ID

StatusMessage

Recommended action

3331

1)

P3799: failure 2)

Î Check air quality.
Î Contact SAMSON's After-sales Service.

3332

1)

P3799: movement impaired 2)

Î Check air supply.
Î Contact SAMSON's After-sales Service.

3333

1)

P3799: maintenance required 2)

Î Check air supply.

3329

1)

P3799: initialization error

Î Contact SAMSON's After-sales Service.

2)

1369

AMR signal outside range

Î Check attachment.

2653

Hardware fault

Î Confirm error and select AUTO
operating mode.
Î Re-initialize positioner.

Angle limitation

Î Check attachment.

2642
1)
2)

9-6

1)

Highest classification
The pneumatic module (A or B) affected is also indicated in addition to the error ID.

EB 8497 EN

Malfunction

Table 9-3: Further troubleshooting
Error description

ActionNo reading on the display

Î Check electrical connection and electrical power.
Î Check the ambient temperature (the display's operating range is from –30 to +65 °C).

Actuator moves too slowly

Î Check the supply pressure.
Î Deactivate software restriction.
Î Correct setting for filter (transit time).
Î Install second pneumatic module.
Î Check the cross-section of the piping and screw fittings.
Î Check the configuration of the mounting parts.

Actuator moves in the wrong direction.

Î Check the characteristic setting.
Î Check the setting for OUTPUT.
Î Check the piping.
Î Check the configuration of the mounting parts.

Air leaks from the positioner.

Î Check the installation of the pneumatic modules.
Î Check attachment.
Î Check the seals in the connecting plate.

Limit switch does not work properlyÎ Check the mounting and cabling.
Î Check polarity of signal wires.

9.2 Emergency action
Upon failure of the air supply, the positioner vents the actuator, causing the valve to move tothe fail-safe position determined by the actuator. If a fail-in-place module is installed, it causes the pneumatic actuator to move to a position between the operating point and fail-safe
position depending on the actuator size and the pressure range. As a result, emergency venting of the actuator is not guaranteed.
Upon failure of the electrical signal, the pneumatic outputs of the positioner are either vented
or supplied with air. If a fail-in-place module is installed, it causes the pneumatic actuator toremain in its last position.
Plant operators are responsible for emergency action to be taken in the plant.
Tip
Emergency action in the event of valve failure is described in the associated valve documentation.

EB 8497 EN

9-7

9-8

EB 8497 EN

Servicing

10 Servicing
The work described in this chapter is to be
performed only by personnel appropriately
qualified to carry out such tasks.
! DANGER
Risk of fatal injury due to the ignition of an
explosive atmosphere.
Î Observe EN 60079-14 (VDE 0165,
Part 1) for work on the positioner in potentially explosive atmospheres.
Î Work in potentially explosive atmospheres is to be performed only by personnel who has undergone special training or instructions or who is authorized
to work on explosion-protected devices
in hazardous areas.

Î Do not impede the movement of the actuator and plug stem by inserting objects
into the yoke.
The positioner was checked by SAMSON
before it left the factory.
− The product warranty becomes void ifservice or repair work not described inthese instructions is performed without
prior agreement by SAMSON's Aftersales Service.
− Only use original spare parts by
SAMSON, which comply with the original specifications.

10.1 Cleaning the cover window! NOTICE! DANGER
Risk of bursting in the pneumatic actuator
due to the use of a fail-in-place module.
Before working on the positioner, actuator or
any other valve accessories:Î Depressurize all plant sections concerned
and the actuator. Release any stored energy.
! WARNING
Crush hazard arising from actuator andplug stem moving.
Î Do not insert hands or finger into theyoke while the air supply is connected tothe positioner.
Î Before working on the positioner, disconnect and lock the pneumatic air supply.

EB 8497 EN

Incorrect cleaning will damage the window.
The window is made of Makrolon® and will
be damaged when cleaned with abrasive
cleaning agents or agents containing solvents.
Î Do not rub the window dry.
Î Do not use any cleaning agents containing chlorine or alcohol or abrasive
cleaning agents.
Î Use a non-abrasive, soft cloth for cleaning.

10-1Servicing

10.2 Firmware updates
Contact your local SAMSON engineeringand sales office or subsidiary(u www.samsongroup.com > About
SAMSON > Sales offices) to request a firmware update.
Required specifications
Please submit the following details on requesting a firmware update:− Type− Serial number− Material number− Current firmware version− Required firmware version

10.3 Periodic inspection andtesting of the positioner
We recommend inspection and testing according to Table 10-1 at the minimum.

10-2

EB 8497 EN

Servicing

Table 10-1: Recommended inspection and testing
Inspection and testing

Action to be taken in the event of a negative
resultCheck the markings, labels and nameplates on
the positioner for their readability andcompleteness.

Contact SAMSON when nameplates or labels aredamaged, missing or incorrect to renew them.

Check the positioner and leakage sensor (ifinstalled) to ensure they are mounted firmly.

Tighten the any loose mounting screws.

Check the pneumatic connections.

Tighten any loose male connectors of the screw
fittings.

Clean any inscriptions that are covered with dirt
and are illegible.

Renew any air pipes or hoses that leak.
Check the electric power wires.

Tighten any loose cable glands.
Make sure that the stranded wires are pushed into
the terminals and tighten any loose screws on thethe terminals.
Renew damaged lines.

Check error messages on the display (indicatedby the , ,andicons).

EB 8497 EN

Troubleshooting (see the 'Malfunctions' chapter).

10-3

10-4

EB 8497 EN

Decommissioning

11 Decommissioning
The work described in this chapter is to be
performed only by personnel appropriately
qualified to carry out such tasks.
! DANGER
Risk of fatal injury due to the ignition of an
explosive atmosphere.
Î Observe EN 60079-14 (VDE 0165,
Part 1) for work on the positioner inpotentially explosive atmospheres.
Î Work in potentially explosive
atmospheres is to be performed only by
personnel who has undergone special
training or instructions or who isauthorized to work on explosionprotected devices in hazardous areas.

To decommission the positioner, proceed asfollows:
1. Disconnect and lock the air supply andsignal pressure.
2. Open the positioner cover and disconnect the wires for the control signal.

! DANGER
Risk of bursting in the pneumatic actuator
due to the use of a fail-in-place module.
Before working on the positioner, actuator or
any other valve accessories:Î Depressurize all plant sections concerned
and the actuator. Release any stored energy.
! NOTICE
The process is disturbed by interrupting
closed-loop control.
Î Do not mount or service the positioner
while the process is running and only
after isolating the plant by closing the
shut-off valves.

EB 8497 EN

11-1

11-2

EB 8497 EN

Removal

12 Removal
The work described in this chapter is to be
performed only by personnel appropriately
qualified to carry out such tasks.
! DANGER
Risk of fatal injury due to the ignition of an
explosive atmosphere.
Î Observe EN 60079-14 (VDE 0165,
Part 1) for work on the positioner inpotentially explosive atmospheres.
Î Work in potentially explosive
atmospheres is to be performed only by
personnel who has undergone special
training or instructions or who isauthorized to work on explosionprotected devices in hazardous areas.
1. Put the positioner out of operation (seethe 'Decommissioning' chapter).
2. Disconnect the wires for the control signal from the positioner.
3. Disconnect the lines for supply air andsignal pressure (not required for direct
attachment using a connection block).
4. To remove the positioner, loosen the threefastening screws on the positioner.

EB 8497 EN

12-1

12-2

EB 8497 EN

Repairs

13 Repairs
A defective positioner must be repaired or
replaced.
! NOTICE
Risk of positioner damage due to incorrect
service or repair work.
Î Do not perform any repair work on yourown.
Î Contact SAMSON's After-sales Service
for service and repair work.

13.1 Returning devices to
SAMSON
Defective positioners can be returned to
SAMSON for repair.
Proceed as follows to return devices to
SAMSON:
1. Put the positioner out of operation (seethe 'Decommissioning' chapter).
2. Remove the positioner (see the 'Removal'
chapter).
3. Proceed as described on the Returning
goods page of our website
u www.samsongroup.com > SERVICE >After-sales Service > Returning goods

EB 8497 EN

13-1

13-2

EB 8497 EN

Disposal

14 Disposal
SAMSON is a producer registered at the following European
institution u https://www.ewrn.
org/national-registers/national-registers.
WEEE reg. no.
DE 62194439/FR 025665

Î Observe local, national and international refuse regulations.
Î Do not dispose of components, lubricantsand hazardous substances together withyour other household waste.
Tip
On request, we can appoint a service provider to dismantle and recycle the product.

EB 8497 EN

14-1

14-2

EB 8497 EN

Certificates

15 Certificates
The following certificates are included on thenext pages:− EU declaration of conformity for
TROVIS 3797-110− EU type examination certificate for
TROVIS 3797
− IECEx certificate for TROVIS 3797
The certificates shown were up to date at thetime of publishing. The latest certificates canbe found on our website:
u www.samsongroup.com > PRODUCTS >Valve accessories > TROVIS 3797

EB 8497 EN

15-1

This declaration of conformity is issued under the sole responsibility of the manufacturer.
Manufacturer:
SAMSON AKTIENGESELLSCHAFT
Weismüllerstraße 360314 Frankfurt am Main
Deutschland
Product designation:
TROVIS 3797-110 Smart Positioner (PROFINET®)
Hardware Version 2.00.xx
The product described above is in conformity with the relevant Union harmonisation legislation:
EU Directive

Standards / Technical Specifications

2014/30/EU

EN 61000-6-2:2005
EN 61000-6-3:2007/A1:2011
EN 61326-1:2013

2014/34/EU

EN 60079-0:2018
EN 60079-11:2012
IEC TS 60079-47: Edition 1.0

2011/65/EU

EN IEC 63000:2018

Additional information to EU directive 2014/34/EU (ATEX):The notified body:
DEKRA Testing and Certification GmbH / Identification number 0158
Handwerkstraße 1570565 Stuttgart
Deutschland
performed the EU Type Approval and issued the certificate BVS 21 ATEX E 080.
Signed for and on behalf of:Frankfurt am Main, 2024-04-29

Fabio RomaVice President Smart Products & Components

Jens Bieger

Director Development Electronics

Revision 01
Classification: Public · SAMSON AKTIENGESELLSCHAFT · Weismüllerstraße 3 · 60314 Frankfurt am Main

15-2

Page 1 von 1

EB 8497 EN

Translation
1

EU-Type Examination Certificate

2Directive 2014/34/EU of the European Parliament and of the Council of 26 February 2014

3

EU-Type Examination Certificate Number:

4

Equipment:

Positioner type TROVIS 3797

5

Manufacturer:

SAMSON AG

6

Address:

Weismüllerstraße 3, 60314 Frankfurt am Main, Germany

7

This product and any acceptable variations thereto are specified in the appendix to this certificate andthe documents referred to therein.

8

DEKRA Testing and Certification GmbH, Notified Body number 0158, in accordance with Article 17 of
Directive 2014/34/EU of the European Parliament and of the Council, dated 26 February 2014, certifies
that this product has been found to comply with the Essential Health and Safety Requirements relating
to the design and construction of products intended for use in potentially explosive atmospheres given
in Annex II to the Directive.
The examination and test results are recorded in the confidential Report No. BVS PP 21.2142 EU.
This issue of the EU-Type Examination Certificate replaces the previous issue of the EU-Type
Examination Certificate BVS 21 ATEX E 080 issue 01.

9

BVS 21 ATEX E 080

Issue:

02

Compliance with the Essential Health and Safety Requirements has been assured by compliance with:EN IEC 60079-0:2018
EN 60079-11:2012
IEC TS 60079-47, Ed. 1.0

General requirements
Intrinsic Safety “i”
Equipment protection by 2-wire intrinsically safe Ethernet
concept (2-WISE)

10

If the sign “X” is placed after the certificate number, it indicates that the product is subject to the “SpecificConditions of Use” listed under item 17 of this certificate.

11This EU-Type Examination Certificate relates only to the technical design of the specified product inaccordance with the Directive 2014/34/EU. Further requirements of the Directive apply to the
manufacturing process and supply of this product. These are not covered by this certificate.

12

The marking of the product shall include the following:
II 2G Ex ia IIC T4/T6 Gb

DEKRA Testing and Certification GmbH
Bochum, 2024-05-14

Signed: Oliver Brumm__________________________
Managing Director

Page 1 of 3 of BVS 21 ATEX E 080 issue 02 – Jobnumber A 20230965 / 343289100
This certificate may only be reproduced in its entirety and without any change.
DEKRA Testing and Certification GmbH, Handwerkstr. 15, 70565 Stuttgart, Germany
Certification body: Dinnendahlstr. 9, 44809 Bochum, Germany
Phone +49.234.3696-400, Fax +49.234.3696-401, e-mail DTC-Certification-body@dekra.com

EB 8497 EN

15-3

13

Appendix

14

EU-Type Examination Certificate
BVS 21 ATEX E 080 issue 02

15

Product description

15.1

Subject and type
Positioner type TROVIS 3797
b

c

d

e

f

g

h

i

j

k

l

m

n

o

p

q

3797- x x x x x x x x x x x x x x x xb c d Explosion protection
0 0 0 Without
1 1 0 II 2G Ex ia IIC T4/T6 Gb (according to ATEX)
1 1 1 Ex ia IIC T4/T6 Gb (according to IECEx)
e Function (not safety relevant)f g Pneumatics (not safety relevant)h i Option module 1
0 0 Without
j k Option module 2
0 0 Without
1 5 with Inductive Limit Switches (NC) and Binary Output (Code P)
1 6 with Inductive Limit Switches (NO) and Binary Output (Code P)
l Pressure sensor
2 Standard (Supply 9, Output 138, Output 238)
m Electrical connections
1 1 cable gland, 3 blind plugsn Housing material
0 Aluminum die cast
1 Stainless steel (1.4408)
o Special applications (not safety relevant)p Additional approvals (not safety relevant)Ambient temperature f. Cable glands (notqsafety relevant)
0 -20 °C … +80 °C (plastics cable glands)
1 -40 °C … +80 °C (metallic cable glands)
2 -55 °C … +80 °C (metallic cable glands)
15.2

Description
The positioner TROVIS 3797 is a 2-WISE power load suitable for use in a 2-WISE system. It is asingle or double acting positioner for attachment to pneumatic control valves. It consists of anon-contact travel sensor system, an i/p-converter and the μC supported electronics. The
positioner ensures a predetermined assignment of the valve position to the setpoint. The valve
position is transmitted either as an angle of rotation or a travel to the pick-up lever, from there to
the travel sensor and forwarded it to the microcontroller.
The PID algorithm in the microcontroller continuously compares the valve position measured by the
position sensor with the setpoint from the control system. In case of a set point deviation, thepneumatic module causes the actuator to be either vented or filled with air. As a result, the closure
member of the valve (e.g. plug) is moved to the position determined by the setpoint.
The data exchange and the electrical supply to the control units are carried out via Ethernet
Advanced Physical Layer (APL).

Page 2 of 3 of BVS 21 ATEX E 080 issue 02 – Jobnumber A 20230965 / 343289100
This certificate may only be reproduced in its entirety and without any change.
DEKRA Testing and Certification GmbH, Handwerkstr. 15, 70565 Stuttgart, Germany
Certification body: Dinnendahlstr. 9, 44809 Bochum, Germany
Phone +49.234.3696-400, Fax +49.234.3696-401, e-mail DTC-Certification-body@dekra.com

15-4

EB 8497 EN

Reason for this issue- Change of the power limitation circuit- Introduction of the temperature class T6
15.3

Parameters
The Signal Circuit Terminal 11 (+) / 12 (-) is a 2-WISE power load port with level of protection “ia”
and for use in hazardous areas with Group IIC gases.
Ambient temperature range:

16

T4: -40 °C ≤ Tamb ≤ +80 °C
T6: -40 °C ≤ Tamb ≤ +55 °C
With Option Inductive Limit Switches
T4: -40 °C ≤ Tamb ≤ +70 °C
T6: -40 °C ≤ Tamb ≤ +45 °C

Report Number
BVS PP 21.2142 EU, as of 2024-05-14

17

Specific Conditions of Use
None

18

Essential Health and Safety Requirements
Met by compliance with the requirements mentioned in item 9.

19

Remarks and additional information
Drawings and documents are listed in the confidential report.

_____________________________________________________________________________________
We confirm the correctness of the translation from the German original.
In the case of arbitration only the German wording shall be valid and binding.
DEKRA Testing and Certification GmbH
Bochum, 2024-05-14
BVS-HRH/Mu
A 20230965 / 343289100__________________________
Managing Director

Page 3 of 3 of BVS 21 ATEX E 080 issue 02 – Jobnumber A 20230965 / 343289100
This certificate may only be reproduced in its entirety and without any change.
DEKRA Testing and Certification GmbH, Handwerkstr. 15, 70565 Stuttgart, Germany
Certification body: Dinnendahlstr. 9, 44809 Bochum, Germany
Phone +49.234.3696-400, Fax +49.234.3696-401, e-mail DTC-Certification-body@dekra.com

EB 8497 EN

15-5

IECEx Certificate
of Conformity
INTERNATIONAL ELECTROTECHNICAL COMMISSION
IEC Certification System for Explosive Atmospheres
for rules and details of the IECEx Scheme visit www.iecex.com

Certificate No.:

IECEx BVS 21.0083

Page 1 of 4

Status:Current

Issue No: 2

Date of Issue:

2024-05-21

Applicant:

SAMSON AG
Weismüllerstraße 360314 Frankfurt am Main
Germany

Equipment:

Positioner type TROVIS 3797

Certificate history:
Issue 1 (2023-03-08)
Issue 0 (2021-12-10)

Optional accessory:
Type of Protection:

Intrinsic Safety "i", 2-wire intrinsically safe Ethernet concept (2-WISE)

Marking:

Ex ia IIC T4/T6 Gb

Approved for issue on behalf of the IECEx
Certification Body:

Dr Franz Eickhoff

Position:

Senior Lead Auditor, Certification Manager and officiallyrecognised expert

Signature:(for printed version)Date:(for printed version)

1. This certificate and schedule may only be reproduced in full.
2. This certificate is not transferable and remains the property of the issuing body.
3. The Status and authenticity of this certificate may be verified by visiting www.iecex.com or use of this QR Code.

Certificate issued by:
DEKRA Testing and Certification GmbH
Certification Body
Dinnendahlstrasse 944809 Bochum
Germany

15-6

EB 8497 EN

IECEx Certificate
of Conformity
Certificate No.:

IECEx BVS 21.0083

Page 2 of 4

Date of issue:

2024-05-21

Issue No: 2

Manufacturer:

SAMSON AG
Weismüllerstraße 360314 Frankfurt am Main
Germany

Manufacturinglocations:

SAMSON AG
Weismüllerstraße 360314 Frankfurt am Main
Germany

This certificate is issued as verification that a sample(s), representative of production, was assessed and tested and found to comply with the
IEC Standard list below and that the manufacturer's quality system, relating to the Ex products covered by this certificate, was assessed andfound to comply with the IECEx Quality system requirements.This certificate is granted subject to the conditions as set out in IECEx Scheme
Rules, IECEx 02 and Operational Documents as amended
STANDARDS :The equipment and any acceptable variations to it specified in the schedule of this certificate and the identified documents, was foundto comply with the following standards
IEC 60079-0:2017
Edition:7.0

Explosive atmospheres - Part 0: Equipment - General requirements

IEC 60079-11:2011
Edition:6.0

Explosive atmospheres - Part 11: Equipment protection by intrinsic safety "i"

IEC TS
60079-47:2021
Edition:1.0

Explosive atmospheres – Part 47: Equipment protection by 2-wire intrinsically safe Ethernet concept (2-WISE)

This Certificate does not indicate compliance with safety and performance requirements
other than those expressly included in the Standards listed above.
TEST & ASSESSMENT REPORTS:
A sample(s) of the equipment listed has successfully met the examination and test requirements as recorded in:
Test Report:
DE/BVS/ExTR21.0083/02
Quality Assessment Report:
DE/TUN/QAR06.0011/12

EB 8497 EN

15-7

IECEx Certificate
of Conformity
Certificate No.:

IECEx BVS 21.0083

Page 3 of 4

Date of issue:

2024-05-21

Issue No: 2

EQUIPMENT:
Equipment and systems covered by this Certificate are as follows:
General product information:
The positioner TROVIS 3797 is a 2-WISE power load suitable for use in a 2-WISE system. It is a single or double acting positioner for
attachment to pneumatic control valves. It consists of a non-contact travel sensor system, an i/p-converter and the μC supported electronics.
The positioner ensures a predetermined assignment of the valve position to the setpoint. The valve position is transmitted either as an angleof rotation or a travel to the pick-up lever, from there to the travel sensor and forwarded it to the microcontroller.
The PID algorithm in the microcontroller continuously compares the valve position measured by the position sensor with the setpoint from thecontrol system. In case of a set point deviation, the pneumatic module causes the actuator to be either vented or filled with air. As a result, theclosure member of the valve (e.g. plug) is moved to the position determined by the setpoint.
The data exchange and the electrical supply to the control units are carried out via Ethernet Advanced Physical Layer (APL).
Model type code:
See Annex
Ratings:
The Signal Circuit Terminal 11 (+) / 12 (-) is a 2-WISE power load port with level of protection “ia” and for use in hazardous areas with GroupIIC gases.

Ambient temperature range:

T4: -40 °C ≤ Tamb ≤ +80 °C or T6: -40 °C ≤ Tamb ≤ +55 °C

With Option Inductive Limit Switches

T4: -40 °C ≤ Tamb ≤ +70 °C or T6: -40 °C ≤ Tamb ≤ +45 °C

SPECIFIC CONDITIONS OF USE: NO

15-8

EB 8497 EN

IECEx Certificate
of Conformity
Certificate No.:

IECEx BVS 21.0083

Page 4 of 4

Date of issue:

2024-05-21

Issue No: 2

DETAILS OF CERTIFICATE CHANGES (for issues 1 and above)• Change of the power limitation circuit• Introduction of the temperature class T6
Annex:
BVS_21_0083_Samson_Annex_issue2.pdf

EB 8497 EN

15-9

Certificate No.:

IECEx BVS 21.0083 issue No: 2
Annex
Page 1 of 1

Model type code:
b

c

d

e

f

g

h

i

j

k

l

m

n

o

p

q

3797- x x x x x x x x x x x x x x x xb c d Explosion protection
0 0 0 Without
1 1 0 II 2G Ex ia IIC T4/T6 Gb (according to ATEX)
1 1 1 Ex ia IIC T4/T6 Gb (according to IECEx)
e Function (not safety relevant)f g Pneumatics (not safety relevant)h i Option module 1
0 0 Without
j k Option module 2
0 0 Without
1 5 with Inductive Limit Switches (NC) and Binary Output (Code P)
1 6 with Inductive Limit Switches (NO) and Binary Output (Code P)
l Pressure sensor
2 Standard (Supply 9, Output 138, Output 238)
m Electrical connections
1 1 cable gland, 3 blind plugsn Housing material
0 Aluminum die cast
1 Stainless steel (1.4408)
o Special applications (not safety relevant)p Additional approvals (not safety relevant)Ambient temperature f. Cable glands (notqsafety relevant)
0 -20 °C … +80 °C (plastics cable glands)
1 -40 °C … +80 °C (metallic cable glands)
2 -55 °C … +80 °C (metallic cable glands)

15-10

EB 8497 EN

Appendix A (configuration instructions)

16 Appendix A (configuration instructions)16.1 Operation at the device, using TROVIS-VIEW or DD and FDI
packages
Structure of the main display
Display/numbering
0.1

1)
2)

Description
Reading of valve position in degrees

1)

0.2

Reading of valve position in %0.15

Reading of set point deviation in %0.20

Reading of supply pressure in bar

0.30 2)

Reading of status of pneumatic module in slot A

0.35

Reading of status of pneumatic module in slot B

2)

0.40 2)

Reading of status of option module in slot C

0.45 2)

Reading of status of option module in slot D

0.50

Reading of generated messages

0.99

Press

to go to the menu level.

Reading only when the positioner has not yet been initialized
Reading only in the event of an error

16.1.1 Main menu
Note
The availability of executed menu items and parameters depends on the positioner's configuration.
The readings shown for individual parameters and folders depend on the state of thepositioner (initialized or not yet initialized) and hardware and software configuration of thepositioner (e.g. installed pneumatic modules, parameter settings).
Parameters marked in the "Device" column with "–" only appear in the SAMSON TROVISVIEW software or DD/DTM/EDD in the specified 'On-site: write' and/or 'Diagnosis' userlevel.

EB 8497 EN

16-1

Integration

Menu

DisplayreadingOn-site:write

Appendix A (configuration instructions)

Main menu•••

Current operating
mode

–

•

•

Reading of the positioner's current operating mode

Target operating
mode

1

•

•

Î AUTO, SAFE, [MAN]Selecting the operating mode:− AUTO: automatic mode
− SAFE: fail-safe position− MAN: manual mode
Switchover from automatic to manual mode is bumpless.
This parameter is indicated when the positioner has been initialized or not initialized with the MAN initialization mode.

Set point (open-loop
control)2••

Î –90.0 to 90.0° [–30°]
Enter the set point for the open-loop control mode. The reading
in degrees is not absolute and only intended as a guide.
Note: the open-loop control mode is active when the positioner
that has not yet been initialized.

Target mode (AOFB)

–

–

•

Î [AUTO], MAN, Out of Service
Select the required mode in the Actuator Output Function Block
Operation using PROFINET®:TARGET_BLOCK_MODE in Actuator Output Function Block

Current operating
mode (AOFB)

–

–

•

Indicates the current mode in the Actuator Output Function Block
Operation using PROFINET®:
CURRENT_MODE in Actuator Output Function Block

Target operating
mode (PB)––•

Î [AUTO], Out of Service
Select the required operating mode in the Physical Block.
Operation using PROFINET®:TARGET_MODE in Physical Block

Current operating
mode (PB)––•

Indicates the current mode in the Physical Block.
Operation using PROFINET®:
CURRENT_MODE in Physical Block

Valve position

–

•

•

Reading of valve position in %Manual set point
(MAN)

3

•

•

Î –25.0 to 125.0 % [0.0 %]The set point for manual mode (MAN) set with the rotary pushbutton. The current travel/angle is indicated in % when the positioner is initialized.
Note: only when an initialized positioner is in the MAN operating mode.

Reason for fail-safe
position

4••

Reason for change to fail-safe position displayed. The parameter
appears when the positioner is in the fail-safe position mode.
Note: only when an initialized positioner is in the SAFE operating mode.

16-2

Adjustment range/values [default setting]/description

EB 8497 EN

Integration

On-site:
write

Menu

Displayreading

Appendix A (configuration instructions)

Adjustment range/values [default setting]/description

Change reading
direction or reading
direction 1)

5

•

•

Î [Reading direction],or [Pneumatics (right)], Pneumatics (left) 1)
Select the reading direction in the display

User level

6

–

–

Î [On-site: read], On-site: write
On-site configuration at the positioner is unlocked (revoked if nosettings are entered within five minutes).

Start-up

7••

Actuator

7.1

•

•

Î [Linear actuator], Rotary actuator, Linear actuator (expert)
Select the actuator type:Linear actuator: the pin position (in mm) can be selected fromthe listed values in the 7.2 parameter.
Rotary actuator: the '90°' pin position can be selected in the 'Pinposition for rotary actuator' parameter.
Linear actuator (expert): infinitely variable setting options for pin
position (parameter in 7.4) and nominal range (parameter in
7.12)

Pin position for linear
actuator or pin
position 1)

7.2

•

•

Î [None], 17, 25, 35, 50, 70, 100, 200 and 300 mm
Select a predefined pin position (see travel tables in the 'Installation' chapter).
Note: only with 'Actuator' = 'Linear actuator'

Pin position for rotary 7.3
actuator or pin
position 1)••

Î [90°], No lever
Select the pin position. Do not select the 'No lever' setting.
Note: only with 'Actuator' = 'Rotary actuator'

Pin position for linear
actuator (expert) or
pin position 1)

7.4

•

•

Î [10] to 655 mm
Infinitely variable setting of the pin position
Note: only with 'Actuator' = ''Linear actuator (expert)'

Pin position

7.5

•

•

Î [None], 17, 25, 35, 50, 70, 100, 200 and 300 mm
Enter the current position of the follower pin. The pin position
depends on the rated travel of the linear actuator (see the 'Startup and configuration' chapter).
Note: only with 'Actuator' = 'Linear actuator'

Pin position

7.6

•

•

Î [90°], No leverEnter the current position of the follower pin. The pin position
depends on the nominal angle of the rotary actuator (see the'Start-up and configuration' chapter).
Note: only with 'Actuator' = 'Rotary actuator'

Reading direction

EB 8497 EN

16-3

Menu

DisplayreadingOn-site:write

Integration

Appendix A (configuration instructions)

Pin position

7.7

•

•

Î [10] to 655 mm
Enter the current position of the follower pin. The pin position
depends on the rated travel of the linear actuator (see the 'Startup and configuration' chapter).
Note: only with 'Actuator' = 'Linear actuator (expert)'

Nominal range forlinear actuator or
Nominal range 1)

7.10

•

•

Î 14.0 to 70.7 mm
Infinitely variable setting of the nominal range in mm
The adjustment range depends on the pin position entered in'Pin position for linear actuator'.
Note: only with 'Actuator' = 'Linear actuator'

Nominal range forrotary actuator or
Nominal range 1)

7.11

•

•

Î 24.0 to 100.0° [90°]Infinitely variable setting of the nominal range in degrees
The adjustment range depends on the pin position entered in'Pin position for rotary actuator'.
Note: only with 'Actuator' = 'Rotary actuator'

Nominal range forlinear actuator(expert) or Nominal
range 1)

7.12

•

•

Î [3.6] to 999.0 mm
Infinitely variable setting of the nominal range in mm
The adjustment range depends on the pin position entered in'Pin position for linear actuator (expert)'.
Note: only with 'Actuator' = ''Linear actuator (expert)'

Max. nom. range

7.16

•

•

Indicates the maximum possible nominal range.
Note: only positioners initialized with NOM initialization modeand 'Pin position for linear actuator' ≠ 'None'.

Detected nominal
range

7.17

•

•

Indicates the determined nominal range for rotary actuators.
Note: only positioners initialized with MAX initialization modeand 'Pin position for rotary actuator' ≠ 'No lever'.

Failure position

7.20

•

•

Î [Close], Open
Select fail-safe position− Close: the valve is closed upon air supply failure.
− Open: the valve is fully opened upon air supply failure.
Operation using PROFINET®:ACTUATOR_ACTION in Actuator Transducer Block

Initialization mode

7.24

•

•

Î [MAX], NOM, MAN, SUB
Select the initialization mode:− MAX: travel/angle of the closure member from the closed
position to the opposite stop in the actuator− NOM: travel/angle of the closure member measured fromthe closed position to the specified rated travel− MAN: manually selected range− SUB: substitute calibration (without initialization)
See the 'Start-up and configuration' chapter for details on initialization modes.

16-4

Adjustment range/values [default setting]/description

EB 8497 EN

DisplayreadingOn-site:write

Integration

Appendix A (configuration instructions)Set point (open-loop
control)

7.28

•

•

Î [–90.0] to 90.0°
Set point for initialization with MAN initialization mode. The
reading in degrees is not absolute and only intended as a guide.
Note: only when initialization mode = MAN.

Adopt valve position
1

7.29

•

•

Î Confirm the first end position of the valve (see the 'Start-up
and configuration' chapter).
Note: only when initialization mode = MAN.

First valve position

7.30

•

•

Reading of the first end position of the valve (lever position indegrees)
Note: only when initialization mode = MAN.

Adopt valve position
2

7.31

•

•

Î Confirm the second end position of the valve (see the 'Startup and configuration' chapter).
Note: only when initialization mode = MAN.

Second valve position

7.32

•

•

Reading of the second end position of the valve (lever position indegrees)
Note: only when initialization mode = MAN.

Current valve position 7.35••

Reading of current valve position
Note: only when initialization mode = SUB.

Direction of rotation

7.36

•

•

Î Counterclockwise, [Clockwise]
Determine the lever's direction of rotation for MAN initialization
mode. For example:
The valve closes when the plug stem moves downward. This action causes the positioner's lever to turn counterclockwise (whenlooking at the display, the pneumatic module on the right) 
Setting: counterclockwise
Note: only when initialization mode = SUB.

Mounted device

7.50

•

•

Î [No device], Quick exhaust valve, Fast supply
Indicates whether a mounted device for fast exhaust or supply
has been installed in the hook-up. The parameter is reset duringinitialization if the positioner detected an external fast exhaustor supply function.

Output P3799(primary)

7.53

•

•

Î [OUTPUT 138], OUTPUT 238
Select the primary output on which the diagnosis and valve signature are based (see the 'Start-up and configuration' chapter).

Pressure limit

7.58

•

•

Î 2.5 to 10 bar [7.0 bar]
Enter value for pressure limit in bar.
Do not activate pressure limitation for double-acting actuators(with fail-safe position AIR TO OPEN).

Menu

Adjustment range/values [default setting]/description

Note: only positioners with pressure sensors.

EB 8497 EN

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DisplayreadingOn-site:write

Integration

Appendix A (configuration instructions)

Automatic software
restriction setting

7.62

•

•

Î [Active], Not active
If this setting is active, the software restriction is automatically set
during initialization.
The automatic software restriction setting must not be activatedwhen a pneumatic volume booster is mounted on the control
valve.

Software restriction(supply)

7.64

•

•

Î 25 to [100 %]The software restriction serves to adapt the air output capacity to
the size of the actuator. The software restriction must be manually adjust if it is not activated (see the 'Start-up and configuration'
chapter).

Software restriction(exhaust)

7.65

•

•

Î 25 to [100 %]The software restriction serves to adapt the air output capacity to
the size of the actuator. The software restriction must be manually adjust if it is not activated (see the 'Start-up and configuration'
chapter).

Initialization including 7.68
valve signature••

Î [Yes], No
The valve signature is recorded after initialization is completed.
In this case, the signal pressure is recorded together with thevalve position and saved in the positioner as a reference value.

Start initialization••

Î Confirm to start initialization

Menu

7.75

Adjustment range/values [default setting]/description

During initialization, the valve moves through its travel range.
Stop initialization

–

•

•

Î Confirm to stop initialization

Start zero calibration

7.76

–

•

Î Confirm to start zero calibration
During zero calibration, the valve moves through its travel
range.

Result of lastinitialization

7.83

•

•

Indicates whether the last initialization was successfully completed. The reason why an unsuccessful initialization was canceled
is indicated.

Result of last zero
calibration

7.84

•

•

Indicates whether the last zero calibration was successfully completed. The reason why an unsuccessful zero calibration wascanceled is indicated.

Result of last valve
signature

7.85

•

•

Indicates whether the last valve signature was successfully completed. The reason why the recording of an unsuccessful valve
signature was canceled is indicated.

Progress of initialization

–

–

•

Indicates the progress of initialization (in percent).

Initialization stage

7.34

–

•

Indicates the current initialization stage while initialization is inprogress.

Initialization status

–

•

•

Indicates whether initialization is active or inactive.

16-6

EB 8497 EN••Indicates whether zero calibration is active or inactive.

Reset initialization

–

–

•

Î Confirm to reset initialization

Current initialization

–

–

•

After initialization has been completed successfully, the values
and settings used as the basis for the initialization are listed in
the following parameters.

Initialization mode

–

–

•

After initialization starts, the values and settings used as the basis for the initialization are listed in the following parameters.
Contrary to the [Valid initialization] folder, this list of values is
saved even if the initialization is not completed successfully.

Actuator––•

Indicates the 'Actuator' parameter [7.1] specified for initialization.

Pin position

–

–

•

Indicates the 'Pin position' parameter [7.5, 7.6 or 7.7] specified
for initialization.

Fail-safe position

–

–

•

Indicates the 'Fail-safe position' parameter [7.20] specified for
initialization.

Output P3799(primary)––•

Indicates the 'Output P3799 (primary)' parameter [7.53] specified for initialization.

Pressure limit

–

–

•

Indicates the 'Pressure limit' parameter [7.58] specified for initialization.

Dead time (supply)

–

–

•

Indicates the dead time (supply) during initialization in ms.

T63 (supply)

–

–

•

Indicates the time in ms it takes the valve to respond to a stepchange in signal (supply) from 0 to 63 %.

T86 (supply)

–

–

•

Indicates the time in ms it takes the valve to respond to a stepchange in signal (supply) from 0 to 86 %.

T98 (supply)

7.95.70••

Indicates the time in ms it takes the valve to respond to a stepchange in signal (supply) from 0 to 98 %.

Dead time (exhaust)

–

–

•

Indicates the dead time (exhaust) during initialization in ms.

T63 (exhaust)

–

–

•

Indicates the time in ms it takes the valve to respond to a stepchange in signal (exhaust) from 0 to 63 %.

T86 (exhaust)

–

–

•

Indicates the time in ms it takes the valve to respond to a stepchange in signal (exhaust) from 0 to 86 %.

T98 (exhaust)

–

–

•

Indicates the time in ms it takes the valve to respond to a stepchange in signal (exhaust) from 0 to 98 %.

Direction of rotation

–

–

•

Indicates the 'Direction of rotation' parameter [7.36] specified
for initialization.

Nominal range(optimized)

–

–

•

Indicates the nominal range measured with the activated speedbased end position.

EB 8497 EN

On-site:write

Adjustment range/values [default setting]/description

Zero calibration status –Menu

Displayreading

Integration

Appendix A (configuration instructions)16-7

Integration

On-site:
write

Menu

Displayreading

Appendix A (configuration instructions)

Adjustment range/values [default setting]/description

Detected nominal
range

–

–

•

Indicates the nominal range for rotary actuators determined
during initialization

Time stamp

–

–

•

Indicates time when the initialization was performed.

Temperature

–

–

•

Indicates the temperature inside the device determined duringinitialization.

Supply pressure

–

–

•

Indicates the supply pressure determined during initialization

Dead band (integral-action component)

–

–

•

Indicates the integral dead band determined during initialization

Kp (supply)

–

–

•

Indicates the proportional gain for supply determined during initialization.

Ki (supply)

–

–

•

Indicates the integral gain for supply determined during initialization.

Kd (supply)

–

–

•

Indicates the derivative gain for supply determined during initialization.

Kp (exhaust)

–

–

•

Indicates the proportional gain for exhaust determined duringinitialization.

Ki (exhaust)

–

–

•

Indicates the integral gain for exhaust determined during initialization.

Kd (exhaust)

–

–

•

Indicates the derivative gain for exhaust determined during initialization.

Deactivation time forlarge signal (supply)

–

–

•

Indicates the 'Software restriction (supply)' parameter [8.7.45]
specified for initialization.

Deactivation time forlarge signal (exhaust)

–

–

•

Indicates the 'Deactivation time for large signal (exhaust)' parameter [8.7.46] specified for initialization.

P3799 B: control
mode

–

–

•

Indicates the control mode of pneumatic module B

Mounted device

–

–

•

Indicates the 'Mounted device' parameter [7.50] specified for
initialization.

Automatic software
restriction setting

–

–

•

Indicates the 'Automatic software restriction setting' parameter[7.62] specified for initialization.

Software restriction(supply)––•

Indicates the 'Software restriction (supply)' parameter [7.64]
specified for initialization.

Software restriction(exhaust)––•

Indicates the 'Software restriction (exhaust)' parameter [7.65]
specified for initialization.

Position sensor

–

–

•

Indicates which type of position sensor is installed in the positioner.

16-8

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Menu

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Integration

Appendix A (configuration instructions)

Valid initialization

7.95

•

•

After initialization starts, the values and settings used as the basis for the initialization are listed in the following parameters.
Contrary to the [Valid initialization] folder, this list of values is
saved even if the initialization is not completed successfully.

Actuator

7.95.1••

Indicates the 'Actuator' parameter [7.1] specified for initialization.

Pin position

7.95.5••

Indicates the 'Pin position' parameter [7.5, 7.6 or 7.7] specified
for initialization.

Software restriction(exhaust)

7.95.12–•

Indicates the 'Software restriction (exhaust)' parameter [8.7.32]
specified for initialization.

Software restriction(supply)

7.95.13–•

Indicates the 'Software restriction (supply)' parameter [8.7.30]
specified for initialization.

Min. transit timeOPEN

7.95.15–•

Indicates the 'Transit time OPEN' parameter [8.1.20] specified
during configuration
Operation using PROFINET®:
ACT_STROKE_TIME_INC in Actuator Transducer Block

Min. transit time
CLOSE

7.95.16–•

Indicates the 'Transit time CLOSE' parameter [8.1.22] specified
during configuration
Operation using PROFINET®:
ACT_STROKE_TIME_DEC in Actuator Transducer Block

Fail-safe action

7.95.20–•

Indicates the 'Fail-safe position' parameter [7.20] specified for
initialization.

Valid initialization
mode or initialization
mode 1)

7.95.24–•

Indicates the 'Initialization mode' parameter [7.24] specified forthe last valid initialization.

Mounted device

7.95.50–•

Indicates the 'Mounted device' parameter [7.50] specified for
initialization.

Output P3799(primary)––•

Indicates the 'Output P3799 (primary)' parameter [7.20] specified for initialization.

Pressure limit

7.95.58••

Indicates the 'Pressure limit' parameter [7.58] specified for initialization.

Automatic software
restriction setting

7.95.62–•

Indicates the 'Automatic software restriction setting' parameter[7.62] specified for initialization.

Dead time (supply)

–

–

•

Indicates the dead time (in ms) for supply/to open the valve
measured during initialization.

T63 (supply)

–

–

•

Indicates the supply/opening time (in ms) measured during initialization for a step change from 0 to 63 %.

T86 (supply)

–

–

•

Indicates the supply/opening time (in ms) measured during initialization for a step change from 0 to 86 %.

EB 8497 EN

Adjustment range/values [default setting]/description

16-9

Integration

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DisplayreadingOn-site:write

Appendix A (configuration instructions)

Dead time (exhaust)

–

–

•

Indicates the dead time (in ms) for exhaust/to close the valve
measured during initialization.

T63 (exhaust)

–

–

•

Indicates the exhaust/closing time (in ms) measured during initialization for a step change from 0 to 63 %.

T86 (exhaust)

–

–

•

Indicates the exhaust/closing time (in ms) measured during initialization for a step change from 0 to 86 %.

Direction of rotation

–

–

•

Indicates the 'Direction of rotation' parameter [7.36] specified
for initialization.

Nominal range(optimized)

–

–

•

Indicates the nominal range measured with the activated speedbased end position.

Detected nominal
range

–

–

•

Indicates the nominal range for rotary actuators determined
during initialization

Time stamp

–

–

•

Indicates time when the initialization was performed.

Temperature

–

–

•

Indicates the temperature inside the device determined duringinitialization.

Supply pressure

–

–

•

Indicates the supply pressure determined during initialization

Dead band (integral-action component)

–

–

•

Indicates the integral dead band determined during initialization

Kp (supply)

7.95.82••

Indicates the proportional gain for supply determined during initialization.

Ki (supply)

7.95.83••

Indicates the integral gain for supply determined during initialization.

Kd (supply)

7.95.84••

Indicates the derivative gain for supply determined during initialization.

Kp (exhaust)

7.95.89••

Indicates the proportional gain for exhaust determined duringinitialization.

Ki (exhaust)

7.95.90••

Indicates the integral gain for exhaust determined during initialization.

Kd (exhaust)

7.95.91••

Indicates the derivative gain for exhaust determined during initialization.

Deactivation time forlarge signal (supply)

–

–

•

Indicates the 'Software restriction (supply)' parameter [8.7.45]
specified for initialization.

Deactivation time forlarge signal (exhaust)

–

–

•

Indicates the 'Deactivation time for large signal (exhaust)' parameter [8.7.46] specified for initialization.

P3799 B: control
mode

–

–

•

Indicates the control mode used for the second pneumatic module (e.g. booster when two pneumatic modules are used)

16-10

Adjustment range/values [default setting]/description

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Integration

Menu

DisplayreadingOn-site:write

Appendix A (configuration instructions)

Mounted device

–

–

•

Indicates the 'Mounted device' parameter [7.50] specified for
initialization.

Automatic software
restriction setting

–

–

•

Indicates the 'Automatic software restriction setting' parameter[7.62] specified for initialization.

Software restriction(supply)––•

Indicates the 'Software restriction (supply)' parameter [7.64]
specified for initialization.

Software restriction(exhaust)––•

Indicates the 'Software restriction (exhaust)' parameter [7.65]
specified for initialization.

Position sensor

–

–

•

Indicates which type of position sensor is installed in the positioner.

Configuration

8

•

•

Language––•Î [None], DE, EN, FR
Language used on the positioner display

Behavior upon failureof the travel sensing

–

–

•

Î [Emergency mode], Fail-safe position
Select how the positioner is to behave when the travel sensing
fails.
− Emergency mode: the positioner behaves as if it is not initialized (open-loop control)− Fail-safe position: the positioner moves the valve to the defined fail-safe position (see 7.20 parameter)

Activate password

–

–

•

On-site: write: indicates whether the password is activated ornot.
Diagnosis: activate/deactivate the password to lock on-site operation

Change password

–

–

•

Î 0000 to 9999, [1234]
Î Enter the password.

Set point processing

8.1

•

•

Characteristic

8.1.9

•

•

EB 8497 EN

Adjustment range/values [default setting]/description

Î [Linear], Equal percentage, Reverse equal percentage, Butterfly valve (linear), Butterfly valve (equal percentage), Rotary plug valve (linear), Rotary plug valve (equal percentage),
Segmented ball valve ( linear), Segmented ball valve (equal
percentage), User-defined
Select the characteristic (see Chapter 16.3).

16-11

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Integration

Appendix A (configuration instructions)

Lower x-range value

8.1.12••

Î [0.0] to 99.0 %Lower range value for travel/angle in nominal or operating
range
The operating range is the actual travel/angle of the valve andis limited by the lower travel/angle range value and the upper
travel/angle range value. Usually, the operating range and thenominal range are identical. The nominal range can be limited
to the operating range by the lower and upper x-range values.
The value is displayed or must be entered. The characteristic is
adapted. The difference between the lower and upper x-range
values must be at least 1 %.

Upper x-range value

8.1.13••

Î 1.0 to [100.0 %]Upper range value for travel/angle in nominal or operating
range
The value is displayed or must be entered.
The characteristic is adapted.
Example: The operating range is modified, for example to limit
the range of a control valve which has been sized too large. For
this function, the entire resolution range of the set point is converted to the new limits.
0 % on the display corresponds to the adjusted lower limit and
100 % to the adjusted upper limit.
The difference between the lower and upper x-range values mustbe at least 1 %.

Transit time OPEN

8.1.20••Î [0.0] to 10000.0 s
Time required by the valve to move through its working range
with an increasing set point.
For some applications it is recommendable to limit the transit
time of the actuator to prevent it from engaging too fast in therunning process.

Transit time CLOSE

8.1.22••

Î [0.0] to 10000.0 s
Time required by the valve to move through its working range
with a set point to open the valve.

Travel/sec. (rising)

8.1.25––

Î 1.0 to 100.0 % [10.0 %]Required travel change in % per second

Travel/sec. (falling)

8.1.27––

Î 1.0 to 100.0 % [10.0 %]Required travel change in % per second

Lower end position

8.1.40

16-12

•

•

Adjustment range/values [default setting]/description

Î [Active], Not active
Activate/deactivate the 'Set point cutoff decrease' parameter
A tight-closing of the valve is only effective when 'Lower end position' = 'Active'.

EB 8497 EN

Integration

On-site:
write

Menu

Displayreading

Appendix A (configuration instructions)

Adjustment range/values [default setting]/description

End position w <= (set 8.1.41
point cutoff decrease)••Î 0.0 to 49.0 % [1.0 %]If the set point w reaches up to the entered percentage at the final value that causes the valve to close, the actuator is immediately completely vented (with AIR TO OPEN) or filled with air(with AIR TO CLOSE). This action always lead to maximum
tight-closing of the valve.
Note: parameter only active when 'Lower end position' = 'Active'.

Upper end position

8.1.44••

Î Active, [Not active]
Activate/deactivate the 'Set point cutoff increase' parameter
For three-way valves, the following must apply: 'Upper end position' = 'Active'.

End position w >= (set 8.1.45
point cutoff increase)••Î 51.0 to 100.0 % [99.0 %]If the set point w reaches up to the entered percentage at the final value that causes the valve to open, the actuator is immediately filled with air (with AIR TO OPEN) or completely vented(with AIR TO CLOSE). This action leads to the valve being completely opened when it is working properly.
Example: set the cutoff increase to 99 % for three-way valves.
Note: parameter only active when 'Upper end position' = 'Active'.

Lower range value ofset point scaling 2)

–

–

•

Indicates the defined lower range value of the set point range.
Operation using PROFINET®:
PV_SCALE in Actuator Output Function Block (lower range value)

Upper range value ofset point scaling 2)

–

–

•

Indicates the defined upper range value of the set point range.
Operation using PROFINET®:
PV_SCALE in Actuator Output Function Block (upper range value)

Decimal places of set
point scaling 2)

–

–

•

Indicates the defined decimal places of the set point range.
Operation using PROFINET®:
PV_SCALE in Actuator Output Function Block (decimal places)

Unit of set point scaling 2)

–

–

•

Indicates the defined unit of the set point range.
Operation using PROFINET®:
PV_SCALE in Actuator Output Function Block (unit)

Lower range value of
output value scale

–

–

•

Indicates the defined lower range value of the travel/angle
range.
Operation using PROFINET®:
OUT_SCALE in Actuator Output Function Block (lower range value)

EB 8497 EN

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DisplayreadingOn-site:write

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Appendix A (configuration instructions)Upper range value of
output value scale

–

–

•

Indicates the defined upper range value of the travel/angle
range.
Operation using PROFINET®:
OUT_SCALE in Actuator Output Function Block (upper range
value)

Decimal places of
output value scale

–

–

•

Indicates the defined decimal places of the travel/angle range.
Operation using PROFINET®:
OUT_SCALE in Actuator Output Function Block (decimal places)

Unit of output value
scale

–

–

•

Indicates the defined unit of the travel/angle range.
Operation using PROFINET®:
OUT_SCALE in Actuator Output Function Block (unit)

Direction of action

–

–

•

Indicates the selected direction of action, i.e. how the set point is
assigned to the controlled variable.
Operation using PROFINET®:
INCREASE_CLOSE in Actuator Output Function Block (unit)

Limit of discrete
CLOSED valve position

8.1.12–•

Î 0.0 to 49.9 % [5.0 %]Setting of the closed position when the positioner has not been
initialized (discrete analysis)

Limit of discrete
OPEN valve position

8.1.13–•

Î 50.0 to 100.0 % [95.0 %]Setting of the open position when the positioner has not been
initialized (discrete analysis)

Identification

8.2

•

•

Positioner

8.2.1

•

•

Article code

–

–

•

Reading of the positioner article code The article code helps
identify the positioner version (see the 'Markings on the device'chapter).

Certification

–

–

•

Indicates whether the positioner has a valid explosion protection
certificate.

Order number andorder position

–

–

•

Indicates the order number and position when the positioner
was ordered (operator details on ordering).

Control valve ID

–

–

•

Indicates the ID of the control valve on which the positioner ismounted (operator details on ordering).

Firmware version

8.2.1.5••

Reading of the positioner firmware version

Hardware version

8.2.1.6••

Reading of the positioner hardware version

Serial number

8.2.1.7••

Reading of the positioner serial number

Order code

–

–

•

Reading of positioner order code
Operation using PROFINET®:
OrderID in Physical Block

Menu

16-14

Adjustment range/values [default setting]/description

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Menu

Displayreading

Appendix A (configuration instructions)

Adjustment range/values [default setting]/description

Configuration ID
assigned to theelectronics unit

–

–

•

Indicates the material number assigned to the electronics unit installed in the positioner.

Device tag

–

–

•

Indicates the device ID used to identify the control valve and its
task/function (part of the tag number)Operation using PROFINET®:
IM_Tag_Function in Physical BlockTag number

–

–

•

Indicates the tag number used to identify the control valve andits task/function
Operation using PROFINET®:
IM_Tag_Function in Physical Block

Manufacturer

–

–

•

Reading of positioner manufacturer
Operation using PROFINET®:DEVICE_Man_ID in Physical Block

Configuration counter

–

–

•

Reading of number of configuration changes to static parameters
Operation using PROFINET®:
IM_Revision_Counter in Physical Block

Profile––•Reading of profile information
TROVIS 3797 ID: 0xB310, profile ID: 0x9700
Operation using PROFINET®:
IM_Profile_ID in Physical Block

Profile-specific block
type

–

–

•

Reading of the profile-specific block typeOperation using PROFINET®:
IM_Profile_Counter in Physical Block

Description

–

–

•

Input option for user-defined text
Operation using PROFINET®:
IM_Descriptor in Physical Block

Date of installation

–

–

•

Reading of the installation date
Operation using PROFINET®:
IM_Date in Physical Block

Last change

–

–

•

Time reading of the last change to a static parameter
Operation using PROFINET®:LATEST_CHANGE in Physical Block

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Appendix A (configuration instructions)

Text box 1

–

–

•

Text box 2

–

–

•

Text box 3

–

–

•

Text box 4

–

–

•

Text box 5

–

–

•

Valve

–

–

•

Valve manufacturer

–

–

•

Option to enter valve manufacturer (max. 32 characters)

Description

–

–

•

Option to enter description of the valve (max. 32 characters)

Valve type

–

–

•

Î Linear moving valve, sliding valve, rotary
moving valve, part-turn, other, [-/-]

Valve size standard

–

–

•

Î DIN, ANSI, IG, JIS, BS, Other (mm), Other(in), [-/-]

Nominal size DN

–

–

•

Î [0.0] to 65535.0

Flow direction

–

–

•

Î Flow-to-open, Flow-to-close, Alternating,[-/-]Max. cycle count

–

–

•

Î 0 to 1000000000, [1000000]

Pressure balancing

–

–

•

Î Without, With (PTFE), With (graphite),
Other, [-/-]

Facing (leakage class) ––•Î Metal seal, Lapped-in, Soft seal, Nickel
seal, PTFE, PEEK, UHMWPE, FFKM, UHMWPE (polyethylene), Other, [-/-]

Valve seat diameter

–

–

•

Î [0.0] to 600.0 mm

Kvs

–

–

•

Î [0.0] to 10000.00

Kvs unit––•Î Kv coefficient, Tv, Other, [-/-]

Plug type––•Î Parabolic, V-port, Other, [-/-]

Valve characteristic

–

–

•

Î Linear, Equal percentage, Inherent, Other,[-/-]

Noise reduction

–

–

•

Î None, St I, St II, St III, Other, [-/-]

Actuator––•

Actuator manufacturer

–

–

•

Option to enter actuator manufacturer (max. 32 characters)

Description

–

–

•

Option to enter description of the actuator (max. 32 characters)

16-16

Adjustment range/values [default setting]/description

Empty text boxes to enter information on the positioner, control
valve and/or tag (max. 32 characters)

Option toenter valve
information

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Appendix A (configuration instructions)

Actuator motion

–

–

•

Î Linear motion, Rotary motion, Other, [-/-]

Principle of operation

–

–

•

Î Single acting, Double acting, Other, [-/-]

Actuator type

–

–

•

Î Pneumatic (diaphragm), Pneumatic (piston),
Hydraulic, Electric, Other, [-/-]

Effective actuator area

–

–

•

Î [0] to 65535 cm²

Lower signal pressure
range value

–

–

•

Î [0.0] to 65535.0 bar

Upper signal pressure –range value–•Î [0.0] to 65535.0 bar [1.0 bar]

Fail-safe position

–

–

•

Î Air-to-open (ATO), Air-to-close (ATC), Other, [-/-]

Supply pressure

–

–

•

Î [0.0] to 14.0 bar

Further valve accessories

–

–

•

Manufacturer

–

–

•

Option to enter manufacturer of valve accessories (max. 32
characters)

Description

–

–

•

Option to enter description of the valve accessories (max. 32
characters)

Control parameters

8.7

•

•

Activation of integral
action

8.7.1

•

•

Î [Active] (PID), Not active (PD)The control mode can be changed from PD to PID controller andvice versa.
The integral action of the PID controller is always activated after
initialization has been completed successfully. It can be deactivated by this parameter. After it is deactivated, the positioner
merely works as a PD controller. As a result, the positioner responds more slowly or not all to very small set point deviations.
We recommend activating integral action for very precise
closed-loop control.

Dead band (integral-action component)

8.7.2

•

•

Î [0.1] to 100.0 %Integral dead band for closed-loop control
The integral action stops when the set point deviation enters thisdead band.
The integral action restarts when the valve position leaves thedead band again.
The adaptation is carried out automatically during closed-loop
control (depending on the friction).

EB 8497 EN

Adjustment range/values [default setting]/description

Option toenter actuator
information

Option toenter actuator
information

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Appendix A (configuration instructions)

Deactivation of integral action in upper
end position

8.7.3

•

•

Î 0 to 25 % [1.0 %]The integral action stops when the valve position is above thislimit.
The integral action is no longer included in closed-loop control if
a steady-state error arises around the upper end position (e.g.
increased friction, end position cannot be reached). The integral
action restarts when the valve position leaves the describedrange again.
Example: if this parameter is set to 1 %, the integral action stops
for valve positions >99 %.

Deactivation of integral action in lower
end position

8.7.4

•

•

Î 0 to 25 % [1.0 %]The integral action stops when the valve position is below thislimit.
The integral action is no longer included in closed-loop control if
a steady-state error arises around the lower end position (e.g.
increased friction, end position cannot be reached). The integral
action restarts when the valve position leaves the describedrange again.
Example: if this parameter is set to 1 %, the integral action stops
for valve positions <1 %.

Kp (supply)

8.7.15••

Î [3.5] to 100
Setting of the proportional gain for supply
During positioner initialization, the parameters of the PID controller are optimally tuned. If the valve oscillates at a position,
lowering the Kp after initialization can lead to an improvement.
Check the integral and derivative action for their correct response after adjusting Kp.

Ki (supply)

8.7.16••

Î 0.1 to 3.0 [0.8]Setting of the integral gain for supply
During positioner initialization, the parameters of the PID controller are optimally tuned. If the error is too large in steadystate, increasing the Ki after initialization can lead to an improvement.
Check the proportional and derivative action for their correct response after adjusting Ki.

Kd (supply)

8.7.17••

Î 0.5 to 100.0 [20.0]
Setting of the derivative gain for supply
During positioner initialization, the parameters of the PID controller are optimally tuned. If the valve oscillates at a position,
raising the Kd after initialization can lead to an improvement.
Check the proportional and integral action for their correct response after adjusting Kp.

Menu

16-18

Adjustment range/values [default setting]/description

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Appendix A (configuration instructions)

Kp (exhaust)

8.7.22••Î [3.5] to 100.0
Setting of the proportional gain for exhaustDuring positioner initialization, the parameters of the PID controller are optimally tuned. If the valve oscillates at a position,
lowering the Kp after initialization can lead to an improvement.
Check the integral and derivative action for their correct response after adjusting Kp.

Ki (exhaust)

8.7.23••

Î 0.1 to 3.0 [0.8]Setting of the integral gain for exhaustDuring positioner initialization, the parameters of the PID controller are optimally tuned. If the error is too large in steadystate, increasing the Ki after initialization can lead to an improvement.
Check the proportional and derivative action for their correct response after adjusting Ki.

Kd (exhaust)

8.7.24••

Î 0.5 to 100.0 [20.0]
Setting of the derivative gain for exhaustDuring positioner initialization, the parameters of the PID controller are optimally tuned. If the valve oscillates at a position,
raising the Kd after initialization can lead to an improvement.
Check the proportional and integral action for their correct response after adjusting Kp.

Software restriction(supply)

8.7.30••Î 25 to 100 %Setting of the supply flow rate restriction in % of the pneumatic
module (slot A)
The supply flow rate of the pneumatic modules is reduced to thespecified value. A reduction of the flow rate may lead to a better
control accuracy for small actuators.

Software restriction(exhaust)

8.7.32••

Î 25 to 100 %Setting of the exhaust flow rate restriction in % of the pneumatic
module (slot A)
The exhaust flow rate of the pneumatic modules is reduced to thespecified value. A reduction of the flow rate may lead to a better
control accuracy for small actuators.

Activation thresholdfor large signal(supply)

8.7.35••

Î 1.0 to 100.0 % [5.0 %]This parameter can be set after initialization is completed.
The small-signal mode is active for small errors for supply below
the activation threshold. The large-signal mode is activated after
the error for supply exceeds the activation threshold.
The large-signal mode is activated to respond to small errors if
the threshold is too low. This can lead to unwanted oscillations.

EB 8497 EN

Adjustment range/values [default setting]/description

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Appendix A (configuration instructions)

Activation thresholdfor large signal (exhaust)

8.7.36••

Î 1.0 to 100.0 % [5.0 %]This parameter can be set after initialization is completed.
The small-signal mode is active for small errors for exhaust below the activation threshold. The large-signal mode is activatedafter the error for supply exceeds the activation threshold.
The large-signal mode is activated to respond to small errors if
the threshold is too low. This can lead to unwanted oscillations.

Deactivation time forlarge signal (supply)

8.7.45••

Î [0] to 32767 ms
Time in ms until activation of the large-signal mode (supply)
If it takes longer for the supply signal to reach the set point thanthe expected time (taking the current velocity into account), thelarge-signal mode is deactivated.
The time is optimized during initialization for steps of 50 % in
the middle travel range.
Overshooting may occur if the time selected is too short. The
large-signal mode is used optimally if the time selected is too
long.

Deactivation time forlarge signal (exhaust)

8.7.46••

Î [0] to 32767 ms
Time in ms until activation of the large-signal mode (exhaust)
If it takes longer for the exhaust signal to reach the set point thanthe expected time (taking the current velocity into account), thelarge-signal mode is deactivated.
The time is optimized during initialization for steps of 50 % in
the middle travel range.
Overshooting may occur if the time selected is too short. The
large-signal mode is used optimally if the time selected is too
long.

End position (optimized)

8.7.70••Î [Active], Not active
This parameter only applies to the end position (supply) withMAX initialization mode and an air-to-open (ATO) actuator. In
all other cases, this function is deactivated.
During initialization, an optimal and a mechanical end positionis calculated based on an analysis of the motion speed. The optimized end position is used if the distance is small enough.
We recommend only activating this function when a mechanicaldeformation of the actuator is explicitly specified. In this case, it
leads to a higher error in the end position. As a result, the control accuracy worsens.

Control-loop OPEN
(EXPERT)

8.7.90••Adjustment range/value: parameter for improving the control-loop operation during disruptions when operated with small
actuators.

Menu

16-20

Adjustment range/values [default setting]/description

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Appendix A (configuration instructions)8.7.91••

Adjustment range/value: parameter for improving the control-loop operation during disruptions when operated with small
actuators.

Forced venting switch

8.10.1••

Indicates whether the forced venting option is installed and inwhich slot

P3799 A: status

8.10.2••

Status reading of the pneumatic module in slot A

Identification

–

•

•

Reading of the pneumatic module's function in slot AÎ [Unknown], Double-acting, Single-acting OUTPUT 138, Single-acting OUTPUT 238, Fail-in-place module

P3799 B: status

8.10.8••

Status reading of the pneumatic module in slot B

Identification

–

•

•

Reading of the pneumatic module's function in slot B
Î [Unknown], Double-acting, Single-acting OUTPUT 138, Single-acting OUTPUT 238, Fail-in-place module

Status Z3799 C

–

•

•

Î No module inserted
Parameter in the TROVIS 3797 Positioner without any function

Status Z3799 D

–

•

•

Î No module inserted
Parameter in the TROVIS 3797 Positioner without any function

Pressure sensors

8.10.46••

Pressure sensors installed

8.10.46.1••

Indicates whether the positioner has pressure sensors or not.

Pressure sensors exist

–

•

•

Indicates whether the positioner has pressure sensors or not.

OUTPUT 138: pressure

8.10.46.2••

Pressure in bar at the positioner's output 138
Note: only when 'Pressure sensors exist' = 'Yes'

OUTPUT 238: pressure

8.10.46.3••

Pressure in bar at the positioner's output 238
Note: only when 'Pressure sensors exist' = 'Yes'

Supply pressure

8.10.46.4••

Supply pressure in bar at the input (supply 9)
Note: only when 'Pressure sensors exist' = 'Yes'

Block configuration

8.30

•

•

Positioner

–

–

•

Current operating
mode

–

-

•

Reading of the positioner's operating mode

Target operating
mode

–

–

•

Î SAFE, [AUTO], MAN
Target operating mode of the positioner

Menu
Control-loop CLOSE(EXPERT)

Adjustment range/values [default setting]/description

Slot options

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Appendix A (configuration instructions)Physical Block8.30.3–•

Language––•Î String with max. 2 characters
Input option for user-defined text (recommended language code
according to ISO 639-1, e.g. de, en)Operation using PROFINET®:LANGUAGE in Physical Block

Target operating
mode (PB)––•

Î [AUTO], Out of Service
Target operating mode of the Physical Block: the CURRENT_
MODE directly follows the TARGET_MODE. Device alarms aresuppressed in the 'Out of service' mode.
Operation using PROFINET®:TARGET_MODE in Physical Block

Current operating
mode (PB)––•

Indicates current operating mode of the Physical Block
Operation using PROFINET®:
CURRENT_MODE in Physical Block

Start-up settings

8.30.3.4••

Indicates the validity of start-up parameter settings (parametersetting over PROFINET® operation)
Operation using PROFINET®:STARTUP_PARAM_VALIDITY in Physical Block

Type of confirmation
upon parameterchanges––•Î [Automatically confirmed after 20 seconds], Confirmed manually
Setting to determine whether parameter changes are to be automatically adopted or must be manually confirmed beforehand.
Operation using PROFINET®:UPDATE_EVENT_MODE in Physical Block

Confirm parameterchange––•Manual confirmation after a parameter change
Note: only effective when 'Type of confirmation upon parameterchanges' = "Manual"

Alarm delay

–

–

•

Î [0] to 65535 s
Filter for brief alarm events An alarm event must be active for atleast the time defined in 'Alarm delay' to generate a diagnostic
event.
Operation using PROFINET®:ALARM_DELAY in Physical Block

Order code

–

–

•

Reading of positioner order code
Operation using PROFINET®:
OrderID in Physical Block

Firmware version

8.30.3.10••

Reading of the positioner firmware version
Operation using PROFINET®:SOFTWARE_REVISION in Physical Block

16-22

Adjustment range/values [default setting]/description

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Appendix A (configuration instructions)Hardware version

8.30.3.11••

Reading of the positioner hardware version
Operation using PROFINET®:HARDWARE_REVISION in Physical Block

Device tag

–

–

•

Î String with max. 32 characters
Input option for user-defined text
Operation using PROFINET®:
IM_Tag_Function in Physical Block

Manufacturer

–

–

•

Reading of positioner manufacturer
Operation using PROFINET®:DEVICE_Man_ID in Physical Block

Serial number

8.30.3.16••

Reading of the positioner serial number
Operation using PROFINET®:
IM_Serial_Number in Physical Block

Device location

–

–

•

Î String with max. 32 characters
Input option for user-defined text
Operation using PROFINET®:
IM_Tag_Location in Physical Block

Configuration counter

–

–

•

Reading of number of configuration changes to static parameters
Operation using PROFINET®:
IM_Revision_Counter in Physical Block

Profile––•Reading of profile information
TROVIS 3797 ID: 0xB310, profile ID: 0x9700
Operation using PROFINET®:
IM_Profile_ID in Physical Block

Profile-specific block
type

–

–

•

Reading of the profile-specific block typeOperation using PROFINET®:
IM_Profile_Counter in Physical Block

Description

–

–

•

Î String with max. 54 characters
Input option for user-defined text
Operation using PROFINET®:
IM_Descriptor in Physical Block

Date of installation

–

–

•

Î String with max. 16 characters
Date entries can be overwritten.
Operation using PROFINET®:
IM_Date in Physical Block

Last change

–

–

•

Î String with max. 16 characters
Date entries can be overwritten.
Operation using PROFINET®:LATEST_CHANGE in Physical Block

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Appendix A (configuration instructions)Write protection

8.30.3.35••

Actuator Output
Function Block8.30.4••

Target mode (AOFB)

–

–

•

Î [AUTO], MAN, Out of Service
Select the required mode in the Actuator Output Function Block
Operation using PROFINET®:AOFAB_TARGET_BLOCK_MODE in Actuator Output Function
Block

Current operating
mode (AOFB)

–

–

•

Indicates the current mode in the Actuator Output Function Block
Operation using PROFINET®:AOFAB_CURRENT_BLOCK_MODE in Actuator Output Function
Block

Unit of actual value

–

–

•

Reading of actual value unit
Operation using PROFINET®:READBACK_UNITS in Actuator Output Function BlockTag number

–

–

•

Indicates the tag number used to identify the control valve andits task/function (parameter setting over PROFINET® operation)
Operation using PROFINET®:
IM_Tag_Function (AOFB) in Actuator Output Function Block

Unlock on-site operation

3.30.4.6••

Indicates whether the on-site operation is permitted or not (parameter setting over PROFINET® operation)
Operation using PROFINET®:LOCAL_OP_ENA in Actuator Output Function Block
Note: on-site operation is automatically enabled upon communication failure lasting longer than 30 seconds.

Simulation

8.30.4.9••

Î [No], Yes
Enable simulation
Operation using PROFINET®:SIMULATE_ENABLE in Actuator Output Function Block

Simulation value

8.30.4.10••

Enter the simulation value for the current valve position
Î [0.0 %]; Unrestricted value range
Operation using PROFINET®:SIMULATE_VALUE in Actuator Output Function Block

16-24

Adjustment range/values [default setting]/description
Î [Deactivated], Hardware write protection activated, Write
protection with password activated
Activate/deactivate write protection
Note: the target operating mode and the output value are notaffected by the write protection.
Operation using PROFINET®:WRITE_PROTECTION in Physical Block

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Appendix A (configuration instructions)

Simulated status

8.30.4.11••

Î BAD – maintenance alarm, BAD – function check / local
override, UNCERTAIN – maintenence demanded, UNCERTAIN – process related, no maintenance, [GOOD – ok}Enter the simulated status for the current valve position
Operation using PROFINET®:SIMULATE_STATUS in Actuator Output Function Block

Upper range value ofset point scaling 2)

–

–

•

Indicates the defined upper range value of the set point range(parameter setting over PROFINET® operation)
Operation using PROFINET®:
PV_SCALE in Actuator Output Function Block (upper range value)

Lower range value ofset point scaling 2)

–

–

•

Indicates the defined lower range value of the set point range(parameter setting over PROFINET® operation)
Operation using PROFINET®:
PV_SCALE in Actuator Output Function Block (lower range value)

Unit of set point scaling 2)

–

–

•

Indicates the defined unit of the set point range (parameter setting over PROFINET® operation)
Operation using PROFINET®:
PV_SCALE in Actuator Output Function Block (unit)

Decimal places of set
point scaling 2)

–

–

•

Indicates the defined decimal places of the set point range (parameter setting over PROFINET® operation)
Operation using PROFINET®:
PV_SCALE in Actuator Output Function Block (decimal places)

Upper range value of
output value scale

–

–

•

Indicates the defined upper range value of the travel/angle
range (parameter setting over PROFINET® operation)
Operation using PROFINET®:
OUT_SCALE in Actuator Output Function Block (upper range
value)

Lower range value of
output value scale

–

–

•

Indicates the defined lower range value of the travel/angle
range (parameter setting over PROFINET® operation)
Operation using PROFINET®:
OUT_SCALE in Actuator Output Function Block (lower range value)

Unit of output value
scale

–

–

•

Indicates the defined unit of the travel/angle range (parametersetting over PROFINET® operation)
Operation using PROFINET®:
OUT_SCALE in Actuator Output Function Block (unit)

Decimal places of
output value scale

–

–

•

Indicates the defined decimal places of the travel/angle range(parameter setting over PROFINET® operation)
Operation using PROFINET®:
OUT_SCALE in Actuator Output Function Block (decimal places)

EB 8497 EN

Adjustment range/values [default setting]/description

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Appendix A (configuration instructions)

Direction of action

–

–

•

Indicates the selected direction of action, i.e. how the set point is
assigned to the controlled variable (parameter setting over
PROFINET® operation)
Operation using PROFINET®:
INCREASE_CLOSE in Actuator Output Function Block (unit)

Failure behavior

–

–

•

Î Fixed value, last valid value, [Fehlerposition]
Defined failure behavior (reaction to a detected error of the set
point valid in the current operating mode after the failure behavior delay (FSAFE_TIME) has elapsed):− Fixed value: control to FSAFE_VALUE (adjustable in operation
over PROFINET®)− Last valid value: control to the last valid set point (status of the
OUT parameter is set to UNCERTAIN)− Failure position: the actuator moves to the fail-safe position
defined in the ACTOR_ACTION parameter (the status of OUT
parameter is set to BAD)
Operation using PROFINET®:
FSAFE_TYPE in Actuator Output Function Block

Delay time

–

–

•

Î [0.0] to 3600 s
Time that it takes from detection of an error of the set point valid
in the current operating mode until the failure behavior is triggered: the failure behavior (FSAFE_TYPE) is triggered after the
failure behavior delay (FSAFE_TIME) has elapsed and the error
still exists.
Operation using PROFINET®:
FSAFE_TIME in Actuator Output Function Block

Set point

8.30.4.24••

Indicates the required valve position within the nominal range inautomatic mode (parameter setting over PROFINET® operation)
Operation using PROFINET®:SP Value in Actuator Output Function Block

Set point status

8.30.4.25••

Status reading of set point
Operation using PROFINET®:SP Value in Actuator Output Function Block

Output value of AO
Block

8.30.4.26••

Indicates output value of the Actuator Output Function Block
Operation using PROFINET®:OUT Value in Actuator Output Function Block

Output value status of
AO Block

8.30.4.27••

Indicates output value status of the Actuator Output Function
Block
Operation using PROFINET®:OUT Status in Actuator Output Function Block

Set point deviation(target position –valve position)

–

–

•

Indicates the error in %Operation using PROFINET®:
SETP_DEVIATION in Actuator Output Function Block

16-26

Adjustment range/values [default setting]/description

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Appendix A (configuration instructions)

Actual value

–

–

•

Actual value reading
Operation using PROFINET®:READBACK Value in Actuator Output Function Block

Status of actual value

–

–

•

Status reading of actual value
Operation using PROFINET®:READBACK Status in Actuator Output Function Block

Discrete valve position ––•Reading of the discrete valve position (set point when the positioner has not yet been initialized)
Operation using PROFINET®:
POS_D Value in Actuator Output Function Block

Status of discrete
valve position

–

–

•

Status reading of the discrete valve position
Operation using PROFINET®:
POS_D Status in Actuator Output Function Block

Supported checkback
information

–

–

•

Indicates supported checkback information (parameter setting
over PROFINET® operation)
Operation using PROFINET®:CHECK_BACK_MASK in Actuator Output Function Block

Checkback information CB_FAIL_SAFE

–

–

•

Fail-safe position: The fail-safe position has been triggered. Possible causes:− The SAFE mode has been selected.
− Active failure behavior after communication failure− Active failure behavior after a set point (SP) with BAD status
Operation using PROFINET®:CHECK_BACK Bit0 in Actuator Output Function Block

Checkback information CB_REQ_LOC_
OP

–

–

•

Target operating mode MAN or SAFE
Operation using PROFINET®:CHECK_BACK Bit1 in Actuator Output Function Block

Checkback information CB_LOCAL_OP

–

–

•

Current operating mode MAN or SAFE
Operation using PROFINET®:CHECK_BACK Bit2 in Actuator Output Function Block

Checkback information CB_OVERRIDE

–

–

•

Forced venting active
Operation using PROFINET®:CHECK_BACK Bit3 in Actuator Output Function Block

Checkback information CB_DISC_DIR

–

–

•

An offset exists.
Operation using PROFINET®:CHECK_BACK Bit4 in Actuator Output Function Block

Checkback information CB_SIMULATE

–

–

•

Simulation of valve position active
Operation using PROFINET®:CHECK_BACK Bit11 in Actuator Output Function Block

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Appendix A (configuration instructions)

Adjustment range/values [default setting]/description

Checkback information CB_PST_RESTRICTED

–

–

•

Not possible to perform partial stroke test (PST)
Operation using PROFINET®:CHECK_BACK Bit12 in Actuator Output Function Block

Checkback information CB_NOT_READY_REMOTE

–

–

•

There is no cyclic communication with the process control system.
Operation using PROFINET®:CHECK_BACK Bit13 in Actuator Output Function Block

Checkback information CB_SELFTEST

–

–

•

Initialization or diagnostic function active
Operation using PROFINET®:CHECK_BACK Bit15 in Actuator Output Function Block

Checkback information CB_PST_FAILED

–

–

•

Last partial stroke test (PST) failed
Operation using PROFINET®:CHECK_BACK Bit22 in Actuator Output Function Block

Actuator Output
Transducer Block8.30.5••Current operating
mode (TB)––•

Current operating mode of the Actuator Transducer Block
Operation using PROFINET®:
TB_CURRENT_BLOCK_MODE in Actuator Output Transducer
Block

Target position

–

–

•

Reading of current target position (set point) in the unit specified
in the OUT_SCALE parameter
Operation using PROFINET®:POSITIONING_VALUE in Actuator Output Transducer Block

Target position status

–

–

•

Status reading of the current target position (set point)
Operation using PROFINET®:POSITIONING_VALUE in Actuator Output Transducer Block

Valve position

–

–

•

Reading of current valve position (actual value) in the unit specified in the OUT_SCALE parameter
Operation using PROFINET®:FEEDBACK_VALUE in Actuator Output Transducer Block

Status of valve position

–

–

•

Status reading of current valve position (actual value)
Operation using PROFINET®:FEEDBACK_VALUE in Actuator Output Transducer Block

Self calibration

8.30.5.3••

Î [No reaction], Start zero calibration, Start initialization, Stop
process in progress
Start self-calibration of the positioner
Operation using PROFINET®:SELF_CALIB_CMD in Actuator Output Transducer Block

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Appendix A (configuration instructions)Self calibration status

8.30.5.4••

Status reading of self calibration after the self calibration is started with SELF_CALIB_CMD
Operation using PROFINET®:SELF_CALIB_STATUS in Actuator Output Transducer Block

Min. transit time
CLOSE

8.30.5.5••

Indicates the time required by the system (positioner, actuatorand valve) to move through the rated travel/angle in the direction to close the valve (0 % position).
Operation using PROFINET®:
ACT_STROKE_TIME_DEC in Actuator Output Transducer Block

Min. transit timeOPEN

8.30.5.6••

Indicates the time required by the system (positioner, actuatorand valve) to move through the rated travel/angle in the direction to open the valve (100 % position).
Operation using PROFINET®:
ACT_STROKE_TIME_INC in Actuator Output Transducer Block

End position mode

–

–

•

Î [Valve travel in open/close direction]
Travel-dependent cutoff (separate for each direction of action)
Operation using PROFINET®:
SETP_CUTOFF_MODE in Actuator Output Transducer Block

Maximum transit time

–

–

•

Indicates the transit time limitation determined during initialization.
Operation using PROFINET®:
ACT_TRAV_TIME in Actuator Output Transducer Block

Lower x-range value

8.30.5.15••

Î [0.0] to 99.0 %Lower range value for travel/angle in nominal or operating
range
Operation using PROFINET®:TRAVEL_LIM_LOW in Actuator Output Transducer Block

Upper x-range value

8.30.5.16••

Î 1.0 to [100.0 %]Upper range value for travel/angle in nominal or operating
range
Operation using PROFINET®:TRAVEL_LIM_UP in Actuator Output Transducer Block

Transit time OPEN

8.30.5.17••

Î [0.0] to 10000 s
Required transit time required to travel through the working
range towards the 100 % position.
Operation using PROFINET®:TRAVEL_RATE_INC in Actuator Output Transducer Block

Transit time CLOSE

8.30.5.18••

Î [0.0] to 10000 s
Required transit time required to travel through the working
range towards the 0 % position.
Operation using PROFINET®:TRAVEL_RATE_DEC in Actuator Output Transducer Block

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Appendix A (configuration instructions)

Adjustment range/values [default setting]/description

End position w <= (set 8.30.5.19
point cutoff decrease)••Î 0.0 to 49.0 %, [1.0 %]Lower end position [%]If the set point falls below the entered value, the valve is moved
towards the end position (corresponding to 0 % of the set point).
To do so, the electropneumatic actuator is either completely filledwith air or completely vented depending on the fail-safe action.
Operation using PROFINET®:
SETUP_CUTOFF_DEC in Actuator Output Transducer Block

End position w >= (set 8.30.5.20
point cutoff increase)••Î 50.0 to 100.0 %, [99.0 %]Upper end position in %If the set point exceeds the entered value, the valve is moved towards the end position (corresponding to 100 % of the set
point). To do so, the electropneumatic actuator is either completely filled with air or completely vented depending on the failsafe action.
Operation using PROFINET®:
SETUP_CUTOFF_INC in Actuator Output Transducer Block

Failure position

8.30.5.22••

Î [Not pre-assigned], Open, Close, Current position
Fail-safe action of the actuator mounted on the valve upon supply air failure
Operation using PROFINET®:ACTUATOR_ACTION in Actuator Output Transducer Block

Valve type

–

–

•

Description of the valve
Î Linear moving valve, sliding valve, rotary moving valve,
part-turn, [other]
Operation using PROFINET®:VALVE_TYPE in Actuator Output Transducer Block

Total valve travel limit

8.30.5.25••

Î 1 to 90000 * 1000, [1000 * 1000]
Total valve travel limit
The 'Total valve travel' status message is generated when the total valve travel exceeds the limit.
Operation using PROFINET®:TOTAL_VALVE_TRAVEL_LIM in Actuator Output Transducer Block

Total valve travel

8.30.5.26••

Reading of the sum of full valve travel cycles performed
Operation using PROFINET®:TOTAL_VALVE_TRAVEL in Actuator Output Transducer Block

PROFINET® communi- 8.31
cation••

MAC address

•

•

16-30

8.31.2

Operation using PROFINET®:
MAC_ADDRESS in Physical Block

EB 8497 EN

Menu

DisplayreadingOn-site:write

Integration

Appendix A (configuration instructions)

IPv4 address

8.31.9••

Î 0.0.0.0 to 255.255.255.255
Internet protocol address assigned to the positioner for supporting TCP/IP.
Operation using PROFINET®:
IPv4_ADDRESS in Physical Block

IPv4 subnet mask

8.31.6••

Î 0.0.0.0 to 255.255.255.255
The subnet mask is used to separate the bits of the network ID
from the bits of the host ID.
Operation using PROFINET®:
IPv4_SUBNET_MASK in Physical Block

IPv4 default gateway

–

•

•

Î 0.0.0.0 to 255.255.255.255
The subnet mask is used to separate the bits of the network ID
from the bits of the host ID.
Operation using PROFINET®:
IPv4_DEFAULT_GATEWAY in Physical Block

PROFINET® device
name

–

•

•

Operation using PROFINET®:
NAME_OF_STATE in Physical Block

Link State

–

•

•

− LS_UNKNOWN− LS_DOWN− LS_AUTO_NEGOTATION_RUNNING
LS_1000MBIT_FULL_DUPLEX− LS_100MBIT_FULL_DUPLEX− LS_1000MBIT_HALF_DUPLEX− LS_10MBIT_FULL_DUPLEX− LS_1000MBIT_HALF_DUPLEX

Set point of OUT
Function Block–•

Security

8.40

•

•

Unlock on-site operation

8.40.3••

Indicates whether the on-site operation is enabled.

Write protection

8.40.5••

Indicates whether write protection is activated.

Activate password••

Indicates whether the parameterization is password-protected.

Change password••

Î 0000 to 9999

Adjustment range/values [default setting]/description

Reading of the output value in %Output value calculated by the Analog Actuator Function Blockfrom the SETPOINT for the Transducer Block1)

Different designations used in the SAMSON TROVIS-VIEW software and DD/DTM/EDD.

2)

The scaling (PV_SCALE/OUT_SCALE) is used in the positioner to assign a physical unit to the set point
communicated by the control system and to adapt it to the range of values. The valve position, which iscommunicated in the READBACK parameter, also follows this scaling.

EB 8497 EN

16-31

Appendix A (configuration instructions)

Menu

DisplayreadingOn-site:write

Diagnostics

16.1.2 Readable process data

Process data

10

•

•

Valve position

10.1

•

•

Reading of valve position in %Discrete valve position

10.2

•

•

Reading of the discrete valve position (set point when the positioner has not yet been initialized)
Operation using PROFINET®:
POS_D Value in Actuator Output Function Block

Status of discrete valve
position––•

Status reading of the discrete valve position
Operation using PROFINET®:
POS_D Status in Actuator Output Function Block

Set point

10.10

•

•

Indicates the required valve position within the nominal range inautomatic mode (parameter setting over PROFINET® operation)
Operation using PROFINET®:SP Value in Actuator Output Function Block

Manual set point
(MAN)

10.11

•

•

Reading of set point for manual mode (MAN) in %Set point after filter

10.13

•

•

Reading of adjusted set point after set point processing (split
range, tight-closing function etc.)

Fixed value overbinary input

10.16

–

Fixed value overbinary input

10.17

•

•

Note: firmware version 2.00.xx does not analyze this parameter.

Set point status

10.20

•

•

Status reading of set point
Operation using PROFINET®:SP Value in Actuator Output Function Block

Output value of AO
Block

10.25

•

•

Indicates output value of the Actuator Output Function Block
Operation using PROFINET®:OUT Value in Actuator Output Function Block

Output value status of
AO Block

10.26

•

•

Indicates output value status of the Actuator Output Function
Block
Operation using PROFINET®:OUT Status in Actuator Output Function Block

Valve position

–

–

•

Reading of current valve position (actual value) in the unit specified in the OUT_SCALE parameter
Operation using PROFINET®:FEEDBACK_VALUE in Actuator Output Transducer Block

Status of valve position ––•Status reading of current valve position (actual value)
Operation using PROFINET®:FEEDBACK_VALUE in Actuator Output Transducer Block

16-32

Adjustment range/values [default setting]/description

Note: firmware version 2.00.xx does not analyze this parameter.

•

EB 8497 EN

Menu

DisplayreadingOn-site:write

Diagnostics

Appendix A (configuration instructions)

Actual value

10.28

•

•

Actual value reading
Operation using PROFINET®:READBACK Value in Actuator Output Function Block

Status of actual value

10.29

•

•

Status reading of actual value
Operation using PROFINET®:READBACK Status in Actuator Output Function Block

Set point deviation

10.30

•

•

Reading of set point deviation in %Current operating
mode

10.35

•

•

Indicates current operating mode

Reason for fail-safe
position

10.38

•

•

Reason why the positioner has moved to the fail-safe position.

OUTPUT 138: pressure 10.45••

Pressure reading in bar at the positioner's output 138

OUTPUT 238: pressure 10.46••

Pressure reading in bar at the positioner's output 238

Supply pressure

10.47

•

•

Reading of supply pressure in bar at the input (supply 9)

Temperature insidedevice

10.55

•

•

Reading of the temperature inside device in °C

Checkback information
CB_FAIL_SAFE

Adjustment range/values [default setting]/description

–

–

•

Fail-safe position: The fail-safe position has been triggered. Possible causes:− The SAFE mode has been selected.
− Active failure behavior after communication failure− Active failure behavior after a set point (SP) with BAD status
Operation using PROFINET®:CHECK_BACK Bit0 in Actuator Output Function Block

Checkback information
CB_REQ_LOC_OP––•

Target operating mode MAN or SAFE
Operation using PROFINET®:CHECK_BACK Bit1 in Actuator Output Function Block

Checkback information
CB_LOCAL_OP––•

Current operating mode MAN or SAFE
Operation using PROFINET®:CHECK_BACK Bit2 in Actuator Output Function Block

Checkback information
CB_OVERRIDE––•Forced venting active
Operation using PROFINET®:CHECK_BACK Bit3 in Actuator Output Function Block

Checkback information
CB_DISC_DIR––•

An offset exists.
Operation using PROFINET®:CHECK_BACK Bit4 in Actuator Output Function Block

Checkback information
CB_SIMULATE––•

Simulation of valve position active
Operation using PROFINET®:CHECK_BACK Bit11 in Actuator Output Function Block

EB 8497 EN

16-33

Diagnostics–•

Not possible to perform partial stroke test (PST)
Operation using PROFINET®:CHECK_BACK Bit12 in Actuator Output Function Block–•

There is no cyclic communication with a process control system.
Operation using PROFINET®:CHECK_BACK Bit13 in Actuator Output Function Block

Checkback information
CB_SELFTEST––•

Initialization or diagnostic function active
Operation using PROFINET®:CHECK_BACK Bit15 in Actuator Output Function Block

Checkback information
CB_PST_FAILED––•

Last partial stroke test (PST) failed
Operation using PROFINET®:CHECK_BACK Bit22 in Actuator Output Function Block

Menu

DisplayreadingOn-site:write

Appendix A (configuration instructions)

Checkback information
CB_PST_RESTRICTED–
Checkback information
CB_NOT_READY_–REMOTE

16-34

Adjustment range/values [default setting]/description

EB 8497 EN

Appendix A (configuration instructions)

Menu

DisplayreadingOn-site:write

Diagnostics

16.1.3 Diagnosis/maintenance

Adjustment range/values [default setting]/description

Status classification

–

–

•

See the 'Malfunction' chapter for details.

Condensed state

–

–

•

[Highest classification]

Start-up––•[Highest classification]

Initialization

–

–

•

[Highest classification]

Init: incorrect
operating mode

–

–

•

[No message]

Init: travel too small

–

–

•

[Maintenance required]

Init: rated travel notachieved––•[Maintenance required]

Init: no movement

–

–

•

[Maintenance required]

Init: pin position

–

–

•

[Maintenance required]

Init: canceled (control
accuracy)––•[Highest classification]

Init: low control
accuracy––•[Highest classification]

Init: positioner notinitialized

–

–

•

[Out of specification]

Init: canceled
externally

–

–

•

[Maintenance required]

Init: angle limitation

–

–

•

[Highest classification]

Init: timeout

–

–

•

[Highest classification]

Zero calibration error

–

–

•

[Highest classification]

Timeout for detectionof zero––•[Maintenance required]

Zero calibration: shift
>>

–

–

•

[Maintenance required]

Cyclic communication
not active

–

–

•

[No message]

Configuration

–

–

•

[Highest classification]

P3799: combination
invalid––•[Failure]

No pneumatic module ––•[Failure]

Pressure sensors
failed–•[Maintenance required]

EB 8497 EN–

Î No message, Maintenancerequired, Out ofspecification, Function
check, Failure, Highest
classification
Further details can be found in
u EB 8389-4.

16-35

Diagnostics

Adjustment range/values [default setting]/description

Z3799: combination
invalid––•[Maintenance required]

Forced venting switch
incorrect––•[Failure]

Slot C.1: binary input
active––•[No message]

Slot C.2: binary input
active––•[No message]

Slot C.3: binary input
active––•[No message]

Slot D.1: binary input
active––•[No message]

Slot D.2: binary input
active––•[No message]

Slot D.3: binary input
active––•[No message]

External position
sensor error

–

–

•

[Maintenance required]Process data

–

–

•

[Highest classification]

Operating mode not
AUTO

–

–

•

[No message]

Fail-safe function
active––•[Highest classification]

Forced venting
function––•[Failure]

Test in progress

–

–

•

[Function check]

Emergency mode
active––•[Maintenance required]

Fail-in-place module

–

–

•

[No message]

Control valve
diagnosis––•[Highest classification]

No supply pressure

–

–

•

[Out of specification]

Low supply pressure

–

–

•

[Maintenance required]Supply pressure >10 bar––•[Out of specification]

Friction change (open
position)––•[No message]

Friction change (midposition)

–

–

•

[No message]

Menu

16-36

DisplayreadingOn-site:write

Appendix A (configuration instructions)Î No message, Maintenancerequired, Out ofspecification, Function
check, Failure, Highest
classification
Further details can be found in
u EB 8389-4.

EB 8497 EN

Diagnostics

Adjustment range/values [default setting]/description

Friction change(closed position)

–

–

•

[No message]

PST

–

–

•

[Highest classification]

PST: cancellation
criteria met

–

–

•

[Maintenance required]

PST: start criteria not
met

–

–

•

[No message]

FST

–

–

•

[Highest classification]

FST: cancellation
criteria met

–

–

•

[Maintenance required]

FST: start criteria not
met

–

–

•

[No message]

Pneumatic module A(P3799 A)––•[Highest classification]

P3799: failure

–

–

•

[Highest classification]

P3799: movement
impaired––•[Highest classification]

P3799: maintenancerequired––•[Highest classification]

P3799: initialization
error

–

–

•

[Highest classification]

Pneumatic module B(P3799 B)––•[Highest classification]

P3799: failure

–

–

•

[Highest classification]

P3799: movement
impaired––•[Highest classification]

P3799: maintenancerequired––•[Highest classification]

P3799: initialization
error

–

–

•

[Highest classification]

AMR signal outside
range

–

–

•

[Maintenance required]

Hardware fault

–

–

•

[Highest classification]

Limit for total valve
travel exceeded

–

–

•

[Maintenance required]Lower end position
shifted––•[Maintenance required]

Upper end position
shifted––•[Maintenance required]Menu

EB 8497 EN

DisplayreadingOn-site:write

Appendix A (configuration instructions)Î No message, Maintenancerequired, Out of specification, Function check, Failure, Highest classification
Further details can be found in
u EB 8389-4.

16-37

Diagnostics

Adjustment range/values [default setting]/description

Dynamic stress factor
exceeded––•[Maintenance required]

Set point deviation

–

–

•

[Maintenance required]

Angle limitation

–

–

•

[Highest classification]

Temperature insidedevice below min.
limit

–

–

•

[Out of specification]

Temperature insidedevice above max.
limit

–

–

•

[Out of specification]

Logging suspended

–

–

•

[Maintenance required]

Operating range in
CLOSED position

–

–

•

[No message]

Operating range inmax. OPEN position

–

–

•

[No message]

Operating range
shifting towards
CLOSED position

–

–

•

[No message]

Operating range
shifting towards max.
OPEN position

–

–

•

[No message]

Limited working
range: lower range

–

–

•

[No message]

Limited working
range: upper range

–

–

•

[No message]

Fail-in-place module

–

–

•

[Failure]

Device state

12.3

•

•

Status messages

12.3.2••

Logging––•

OUTPUT 138:
pressure

12.3.16••

Pressure reading in bar at the positioner's output 138

OUTPUT 238:
pressure

12.3.17••

Pressure reading in bar at the positioner's output 238

Supply pressure

12.3.18••

Reading of supply pressure in bar at the input (supply 9)

Min. supply pressure

–

–

•

Reading of the lowest measured supply pressure

Time stamp of min.
supply pressure

–

–

•

Time when the lowest measured supply pressure occurred.

Max. supply pressure

–

–

•

Reading of the highest measured supply pressure

Menu

16-38

DisplayreadingOn-site:write

Appendix A (configuration instructions)Î No message, Maintenancerequired, Out of specification, Function check, Failure, Highest classification
Further details can be found in
u EB 8389-4.

Messages which may be displayed: see Chapter 16.1.1

EB 8497 EN

Diagnostics

Adjustment range/values [default setting]/description–•

Time when the highest measured supply pressure occurred.

–

–

•

Indicates the stress of the bellows and/or packing.

12.3.40••

Totaled full valve travel cycle

Resets logging

–

–

•

Reset logging

Operating hours
counter

12.3.60••

Reading in d:hh:mm:ss

Temperature insidedevice––•Reading of the temperature inside the positioner

Max. temperatureinside device

12.3.50•

Reading in °C
For error monitoring after the temperature exceeds the permissible ambient temperatures.
Note: this parameter can be found in the [Temperature] folder in
the 'Diagnosis' user level.

Min. temperatureinside device

12.3.52•

Reading in °C
For error monitoring after the temperature falls below the permissible ambient temperatures.
Note: this parameter can be found in the [Temperature] folder in
the 'Diagnosis' user level.

Menu

DisplayreadingOn-site:write

Appendix A (configuration instructions)Time stamp of max.
supply pressure–

Dynamic stress factor
Total valve travel

Temperature

Min. temperature limit ––•Enter the temperature limit for the 'Min. temperature limit' status
message.
Note: this parameter can be found in the [Temperature] folder.

Max. temperature
limit

–

–

•

Enter the temperature limit for the 'Max. temperature limit' status
message.
Note: this parameter can be found in the [Temperature] folder.

Device switched onsince initialization

–

–

•

Indicates how long the positioner has been switched on since thelast initialization.

Device in closed-loop
operation––•

Indicates how long the positioner has been in closed-loop operation.

Device in closed-loop
operation since lastinitialization

–

–

•

Indicates how long the positioner has been in closed-loop operation since the last initialization.

Device in MAN mode

–

–

•

Indicates how long the positioner has been in MAN mode.

Number of
initializations

12.3.65••

Number of successfully completed valve initializations

Number of zero
calibrations

12.3.66••

Number of performed zero calibrations

EB 8497 EN

16-39

Diagnostics

Statistical information 12.5

On-site:
write

Menu

Displayreading

Appendix A (configuration instructions)••

Adjustment range/values [default setting]/description

Histograms
Reset histograms

–

–

•

Î Confirm to reset all histograms.

Valve position

–

–

•

Î Open folder to view the histogram. Details in the Operating
Instructions for valve diagnostics u EB 8389-4

Set point deviation

–

–

•

Î Open folder to view the histogram. Details in the Operating
Instructions for valve diagnostics u EB 8389-4

Load cycle

–

–

•

Î Open folder to view the histogram. Details in the Operating
Instructions for valve diagnostics u EB 8389-4

Course of end
position––•

Threshold for end
position shift

–

–

•

Course of lower end
position––•

Time stamp

–

–

•

Time reading when the course of lower end position was recorded.

Temperature

–

–

•

Reading of the temperature inside the positioner while the courseof lower end position was being recorded.

Course of upper end
position––•

Time stamp

–

–

•

Time reading when the course of upper end position was recorded.

Temperature

–

–

•

Reading of the temperature inside the positioner while the courseof upper end position was being recorded.

Course of supply
pressure––•

Note: data are only shown for positioners with pressure sensors.

New recording
threshold for supply
pressure––•Enter the limit by how much the supply pressure must change tostart recording the course of the supply pressure.

Time stamp

–

–

•

Time reading when the course of supply pressure was recorded.

Supply pressureduring lastinitialization

–

–

•

Reading of the supply pressure recorded during the last initialization

Reset course of supply –pressure–•Î Confirm to reset the course of supply pressure.

16-40

Enter the limit by how much the lower end position must change
to generate the 'Course of lower end position' and 'Course of
upper end position' status messages.

EB 8497 EN

Menu

DisplayreadingOn-site:write

Diagnostics

Appendix A (configuration instructions)

Adjustment range/values [default setting]/description

Valve signature

12.5.6••

Note: only positioners with pressure sensors

Start reference

12.5.6.1••

Î Confirm to start recording of reference graphs.

Stop test–••Î Confirm to stop recording of reference graphs.

Valve signature status

–

–

•

Indicates whether the valve signature is valid or not.

Monitoring

–

–

•

Î Open folder to view the graph. Details in the Operating Instructions for valve diagnostics u EB 8389-4

Friction––•Î Open folder to view the graph. Details in the Operating Instructions for valve diagnostics u EB 8389-4

Result of last valve
signature

12.5.6.4••

Î Confirm to read the status of the last valve signature.

Time stamp

–

–

•

Time reading when the reference was recorded.

Detected lower benchrange value

–

–

•

Reading of the signal pressure pout at minimum supply

Detected upper bench –range value–•

Reading of the signal pressure pout at maximum supply

Min. hysteresis

–

–

•

Reading of the lowest possible hysteresis (minimum signal pressure difference in relation to the bench range)

Max. hysteresis

–

–

•

Reading of the highest possible hysteresis (maximum signal pressure difference in relation to the bench range)

Average hysteresis

–

–

•

Reading of the average hysteresis (average signal pressure difference in relation to the bench range)

Reset monitoringvalues––•Î Confirm to reset the monitoring values.

Test functions

12.8

•

•

Partial stroke test
(PST)

12.8.1••

Start PST

12.8.1.1••

Î Confirm to start the test.

Stop test–••Î Confirm to stop the test.

Time until next test

–

–

•

Indicates how long until the next time-controlled PST starts.

Result or Result of last
test 1)12.8.1.5••

Î Confirm to read the status of the last partial stroke test (PST).

Test status

12.8.1.6••

Indicates whether the test is active or inactive.

Number of successful
tests

–

–

•

Indicates the number of successfully performed tests since the last
test reset.

Number of canceled
tests

–

–

•

Indicates the number of canceled tests since the last test reset.

Number of failed start –criteria–•

Indicates the number of failed start criteria. The start criteria are
determined in the [Configuration] folder.

EB 8497 EN

16-41

Diagnostics

Canceled: xmonitoring

12.8.1.10••

Reading in %. Canceled when range is violated.
Note: this parameter can be found in the [Configuration] folder
in the 'Diagnosis' user level.

Configuration

–

–

•

Details in the Operating Instructions for valve diagnostics
u EB 8389-4

Reports and graphs

–

–

•

Details in the Operating Instructions for valve diagnostics
u EB 8389-4

Full stroke test (FST)

12.8.2Start FST

112.8.2.1••

Î Confirm to start the test.

Stop test–••Î Confirm to stop the test.

Result or Result of last
test 1)12.8.2.5••

Î Confirm to read the status of the last full stroke test (FST).

Test status

12.8.2.6••

Indicates whether the test is active or inactive.

Number of successful
tests

–

–

•

Indicates the number of successfully performed tests since the last
test reset.

Number of canceled
tests

–

–

•

Indicates the number of canceled tests since the last test reset.

Number of failed test
criteria––•

Indicates the number of failed start criteria. The start criteria are
determined in the [Configuration] folder.

Configuration

–

–

•

Details in the Operating Instructions for valve diagnostics
u EB 8389-4

Reports and graphs

–

–

•

Details in the Operating Instructions for valve diagnostics
u EB 8389-4

Dead band

12.8.3

Start dead band test

12.8.3.1••

Î Confirm to start the test.

Stop test–••Î Confirm to stop the test.

Result or Result of last
test 1)12.8.3.5••

Î Confirm to read the status of the last dead band test.

Test status

–

•

•

Indicates whether the test is active or inactive.

Configuration

–

–

•

Details in the Operating Instructions for valve diagnostics
u EB 8389-4

Reports and graphs

–

–

•

Details in the Operating Instructions for valve diagnostics
u EB 8389-4

Valve signature

12.8.4

Start repetition test

12.8.4.1••

Î Confirm to start the test.

Stop test–••Î Confirm to stop the test.

Result or Result of lastvalve signature 1)

12.8.4.5••

Î Confirm to read the status of the repetition test (valve signature).

Valve signature status

–

–

•

Indicates whether the valve signature is valid or not.

Menu

16-42

DisplayreadingOn-site:write

Appendix A (configuration instructions)

Adjustment range/values [default setting]/description

Note: only positioners with pressure sensors

EB 8497 EN

–1)

Diagnostics

Reports and graphs

On-site:
write

Menu

Displayreading

Appendix A (configuration instructions)–•

Adjustment range/values [default setting]/description
Details in the Operating Instructions for valve diagnostics
u EB 8389-4

Different designations used in the SAMSON TROVIS-VIEW software and DD/DTM/EDD.

16.1.1 Diagnosis: status messages

DisplayreadingOn-site:write

Diagnostics

Active status messages are also shown in the main display (display/numbering: 0.50).

Diagnosis/
maintenance

10

•

•

Device state

10.1

•

•

Status messages

10.1.1••

Condensed state

10.1.1.1••

Status indicators

Start-up

10.1.1.2–•

Status indicators

Initialization error

10.1.1.3• 1)•

Status indicators

Incorrect operating
10.1.1.4
mode or Init: incorrect
10.1.1.5
operating mode 2)

•

1)

•

The incorrect operating mode is set.

•

1)

–

Î Confirm to clear message.

Travel too small or
Init: travel too small 2)

10.1.1.6• 1)•

The determined travel is below the limit.

10.1.1.7•

1)–

Confirm to clear message.

Rated travel not
10.1.1.8
achieved or Init: rated
10.1.1.9
2)
travel not achieved

•

1)

•

The detected rated travel is smaller than the value in the setting.

• 1)

–

Î Confirm to clear message.

No movement or Init:no movement 2)

10.1.1.10

•

1)

•

Possible cause: valve blockage.

10.1.1.11

•

1)

–

Î Confirm to clear message.

Pin position or Init:
pin position 2)

10.1.1.12• 1)•

The adjusted lever M does not match the rated travel.

10.1.1.13

•

1)

–

Î Confirm to clear message.

Canceled (control
accuracy) or Init:
canceled (control
accuracy) 2)

10.1.1.14• 1)•

Control criteria are not fulfilled.

10.1.1.15• 1)–

Î Confirm to clear message.

Menu

EB 8497 EN

Adjustment range/values [default setting]/description

16-43

DisplayreadingOn-site:write

Diagnostics

Appendix A (configuration instructions)

Low control accuracy
or Init: low control
accuracy 2)

10.1.1.16• 1)•

Control criteria are not fulfilled. The positioner remains ready foruse.

10.1.1.17• 1)–

Î Confirm to clear message.

Positioner notinitialized or Init:
positioner notinitialized 2)

10.1.1.18

•

•

Menu

1)

Adjustment range/values [default setting]/description

The positioner needs to be initialized.

Initialization canceled 10.1.1.19(external) or Init:
canceled externally 2) 10.1.1.20

• 1)

•

Initialization canceled.

•

1)

–

Î Confirm to clear message.

Angle limitation or
Init: angle limitation 2)

10.1.1.21

•

1)

•

The maximum permissible angle of rotation (±30°) has been exceeded.

10.1.1.22• 1)–

Î Confirm to clear message.

10.1.1.23• 1)•

Initialization takes too long.
Possible cause: valve blockage.

10.1.1.24• 1)–

Î Confirm to clear message.

Zero calibration error

10.1.1.25

•

1)

•

Initialization takes too long.
Possible cause: valve blockage.

Timeout for detectionof zero10.1.1.26• 1)•

Zero calibration takes too long.
Possible cause: no supply pressure or actuator/plug stem
blocked.

10.1.1.27• 1)–

Î Confirm to clear message.

Zero calibration: shift>>

10.1.1.28• 1)•

Zero has shifted.
Possible cause: wear at the seat and plug.

Configuration

10.1.1.29• 1)•

Status indicators

No pneumatic module 10.1.1.31

•

1)

•

Message when no pneumatic module has been inserted (at least
one pneumatic module must be inserted).

Pressure sensor failure 10.1.1.32

• 1)

•

No more communication with pressure sensors. Defective pressure sensors.

10.1.1.33• 1)•

Î Confirm to clear message.

Forced venting switch
incorrect

10.1.1.35

•

1)

•

Forced venting switch is not set correctly (see the 'Installation'
chapter).

Process data

10.1.1.43• 1)•

Status indicators

Operating mode not
AUTO

10.1.1.44

•

1)

•

Current operating mode is not AUTO.

Test in progress

10.1.1.46• 1)•

A test is being performed.

Timeout or
Init: timeout 2)

16-44

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DisplayreadingOn-site:write

Diagnostics

Appendix A (configuration instructions)

Emergency mode
active10.1.1.47• 1)•

Emergency mode is active. Possible cause: travel measurement
does not function properly.

Fail-in-place module
activated

10.1.1.48• 1)•

Status indicators

Control valve
diagnosis

10.1.1.49• 1)•

Status indicators

Friction change (open
position)

10.1.1.50• 1)•

The friction conditions in the range of the valve's open position
have changed.

Friction change (midposition)

10.1.1.51• 1)•

The friction conditions in the range of the valve's mid-position
have changed.

Friction change(closed position)

10.1.1.52• 1)•

The friction conditions in the range of the valve's closed position
have changed.

Valve signature failed

10.1.1.53• 1)•

Conditions for a completed valve signature not fulfilled.

10.1.1.54• 1)•

Confirm to clear message.

No supply pressure

10.1.1.55

•

1)

•

No supply pressure is available.

Low supply pressure

10.1.1.56• 1)•

Supply pressure is too low.

Supply pressure >10 bar

10.1.1.57

•

1)

•

Supply pressure is too high.

PST

10.1.1.58• 1)•

Status indicators

PST: cancellation
criteria met

10.1.1.59

•

1)

•

Partial stroke test (PST) canceled.

PST: start criteria notmet

10.1.1.60• 1)•Partial stroke test (PST) did not start.

FST

10.1.1.61• 1)•

Status indicators

FST: cancellation
criteria met

10.1.1.62

•

1)

•

FST (full stroke test) canceled.

FST: start criteria notmet

10.1.1.63• 1)•

Full stroke test (FST) did not start.

Pneumatic module A(P3799 A)

10.1.1.64• 1)•

Status indicators

P3799: failure

10.1.1.65• 1)•

Error in pneumatic module. Replacement may be necessary.

10.1.1.66

•

1)

•

Î Confirm to clear message.

10.1.1.67• 1)•

Possible cause: no supply pressure, internal error, defect.

10.1.1.68••

Î Confirm to clear message.

Menu

P3799: movement
impairedEB 8497 EN

1)

Adjustment range/values [default setting]/description

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DisplayreadingOn-site:write

Diagnostics

Appendix A (configuration instructions)

Adjustment range/values [default setting]/description

P3799: maintenancerequired

10.1.1.69• 1)•

Possible cause: the friction conditions have changed.

10.1.1.70• 1)•

Î Confirm to clear message.

P3799: initialization
error

10.1.1.71• 1)•

Conditions for initialization not fulfilled.

10.1.1.72

•

1)

•

Î Confirm to clear message.

Pneumatic module B(P3799 B)

10.1.1.73• 1)•

Status indicators

P3799: failure

10.1.1.74• 1)•

Error in pneumatic module. Replacement may be necessary.

10.1.1.75• 1)•Î Confirm to clear message.

P3799: movement
impaired

10.1.1.76

•

1)

•

Possible cause: no supply pressure, internal error, defect.

10.1.1.77• 1)•

Î Confirm to clear message.

P3799: maintenancerequired

10.1.1.78• 1)•

Possible cause: the friction conditions have changed.

10.1.1.79

•

1)

•

Î Confirm to clear message.

P3799: initialization
error

10.1.1.80• 1)•

Conditions for initialization not fulfilled.

10.1.1.81

•

1)

•

Î Confirm to clear message.

AMR signal outsiderange

10.1.1.82

•

1)

•

Travel measurement is defective.

10.1.1.83• 1)•

Î Confirm to clear message.

Hardware fault

10.1.1.84

•

1)

•

Internal device error. Initialization key (INIT) jammed. Contact
SAMSON's After-sales Service Department.

Limit for total valve
travel exceeded

10.1.1.85• 1)•

Limit of total valve travel limit exceeded.

Lower end position
shifted10.1.1.86• 1)•

Possible cause: mounting arrangement or travel linkage of positioner has slipped.

10.1.1.87• 1)•

Î Confirm to clear message.

10.1.1.88

•

1)

•

Possible cause: mounting arrangement or travel linkage of positioner has slipped.

10.1.1.89• 1)•

Î Confirm to clear message.

Dynamic stress factor 10.1.1.90
exceeded or Dynamic
stress factor active 2)

•

1)

•

The limit is exceeded. It may be necessary to change the valve
packing.

Set point deviation

10.1.1.91• 1)•

Control loop error, the valve no longer follows the controlled
variable within tolerable times.

Temperature insidedevice below min.
limit

10.1.1.97• 1)•

Warning not affecting the positioner's functioning.

Menu

Upper end position
shifted16-46

EB 8497 EN

DisplayreadingOn-site:write

Diagnostics

Appendix A (configuration instructions)

Adjustment range/values [default setting]/description

Temperature insidedevice above max.
limit

10.1.1.98• 1)•

Warning not affecting the positioner's functioning.

Angle limitation

10.1.1.99• 1)•

The maximum permissible angle of rotation (±30°) has been exceeded (only in open-loop control mode).

10.1.1.100

• 1)

•

Î Confirm to clear message.

10.1.1.101

•

1)

•

It was not possible to write all logging entries.

1)

Menu

Logging suspended

10.1.1.102••

Î Confirm to clear message.

Operating range in
CLOSED position

10.1.1.103

• 1)

•

The valve remains in the closed position.
Possible cause: no supply pressure or actuator/plug stem
blocked.

Operating range inmax. OPEN position

10.1.1.104

• 1)

•

The valve remains in the max. OPEN position.
Possible cause: no supply pressure or actuator/plug stem
blocked.

Operating range
shifting towards
CLOSED position

10.1.1.105

• 1)

•

The operating range has shifted towards the CLOSED position.
Possible cause: valve sized incorrectly.

Operating range
shifting towards max.
OPEN position

10.1.1.106

• 1)

•

The operating range has shifted towards the max. OPEN position.
Possible cause: valve sized incorrectly.

Limited working
range: lower range

10.1.1.107

• 1)

•

The valve position is restricted to the lower working range.
Possible cause: no supply pressure or actuator/plug stem
blocked.

Limited working
range: upper range

10.1.1.108

• 1)

•

The valve position is restricted to the upper working range.
Possible cause: no supply pressure or actuator/plug stem
blocked.

Fail-in-place module
error

10.1.1.111

• 1)

•

The fail-in-place module is defective.

General diagnosis

12.3.2••

Sensor element error

12.3.2.1••

Sensor failure
It is activated after one of the following sensors fails: pressure
sensor, temperature sensor, humidity sensor, travel sensor (AMR
sensor)Actuator element
error

12.3.2.2••

A valve malfunction has arisen.
Possible cause: actuator/plug stem blocked

Parameter setting
error

12.3.2.3••

It is activated if:− Forced venting function is not configured correctly− Impermissible combination of pneumatic modules− No pneumatic module is installed.
− Invalid combination of option modules

EB 8497 EN

16-47

Diagnostics

Adjustment range/values [default setting]/description

Evaluation electronics
error

12.3.2.4••

Hardware fault (leads to failure of the device)

Impermissible
ambient temperature

12.3.2.5••

The temperature in the environment in which the positioner is installed is too high or too low.

Supply air missing

12.3.2.6••

Supply air failure

Communication failed 12.3.2.7••

Ethernet communication to the process control system has failed.
Possible cause: the Internet connection has been interrupted.

Valve diagnostics

12.3.3••

Step response
diagnosis

12.3.3.1••

Partial stroke test (PST) failed

Pneumatic unit failure

Menu

DisplayreadingOn-site:write

Appendix A (configuration instructions)12.3.3.2••

The pneumatic module is not inserted correctly or is defective.

Positioner temperature 12.3.3.3
out of specification••

The temperature measured inside the housing is outside the permissible limits due to the ambient temperature or radiated process heat

Status message on
operating mode

12.3.3.4••

The incorrect operating mode is set for the action selected.

Impermissible
dynamic load

12.3.3.5••

The load of the bellows/packing is too high. This may be due toexcessive wear of parts.

Mounting error

12.3.3.6••

The positioner is mounted incorrectly.

Travel counter, total
valve travel

12.3.3.7••

The absolute total valve travel (totaled full valve travel cycle) has
exceeded the 'Total valve travel limit' (12.1.20).

Offset12.3.3.8••

Control loop error The control valve no longer follows the controlled variable within tolerable times.

Zero and end position 12.3.3.9
shift

•

•

The zero or end point has shifted due to dirt or wear on the seatand plug.

Analysis of internalsignals

12.3.3.10••

The functioning of the positioner is impaired by electromagnetic
interference.

Supply pressure out of 12.3.3.11
specification••

The supply pressure is too high or too low.

Changed friction

12.3.3.12••

The friction has increased. This may be due to the actuatorstem's restricted ability to move.

Valve position
histogram

12.3.3.13••

The valve position histogram indicates that the working range
has shifted. This may be due to changed process conditions orwear at the seat and plug.

Seat leakage between 12.3.3.14
the seat and plug outof specification••

Wear at the seat and plug cause seat leakage.
Note: firmware version 1.00.xx does not analyze this parameter.

16-48

EB 8497 EN

1)
2)

Diagnostics

Incorrect travelmeasurement

On-site:
write

Menu

Displayreading

Appendix A (configuration instructions)••12.3.3.15

Adjustment range/values [default setting]/description
The valve position cannot be reliably measured. The positioner
attachment may be incorrect (incorrect lever or pin position).

Reading only when active
Different designations used in the SAMSON TROVIS-VIEW software and DD/DTM/EDD.

Menu

DisplayreadingOn-site:write

Diagnostics

16.1.2 Reset functions

Adjustment range/values [default setting]/description

Reset functions

14

•

•

See the 'Operation' chapter for procedure to reset the positioner.

Reset diagnosis

14.1

•

•

Resets all diagnostic functions including graphs and histograms.

Reset (standard)

14.2

•

•

Resets the positioner to the state as upon delivery. Actuator andvalve-specific settings remain unchanged.

Reset (advanced)

14.3

•

•

All parameters will be reset to their defaults adjusted upon delivery.

Restart

14.6

•

•

The positioner is shut down and restarted.

Reset in progress

–

•

•

Indicates whether the reset function is active or not.

Reset reports

14.10

•

–

Delete PST reports

14.10.1••

The reports and graphs of all saved partial stroke tests are deleted.

Delete FST reports

14.10.2••

The reports and graphs of all saved full stroke tests are deleted.

Reset dead band data ––•The reports, measured data and graphs for the dead band test
are deleted.

Reset course of end
position––•

The measured data of the course of the lower and upper end
positions are deleted.

Reset histograms

–

–

•

The measured data and archived data of the histograms (valve
position, set point deviation and load cycle) are deleted.

Reset initialization

14.15

•

•

All parameters for the start-up settings are reset. The positioner
needs to be re-initialized afterwards.

Reset logging

–

–

•

Logged events, alarms and alerts are deleted.

Reset monitoring values

–

–

•

The measured data recorded for the valve signature (statisticalinformation) are deleted.

Reset course of supply –pressure–•

The measured data for the course of the supply pressure are reset.

Reset application••

Resets the positioner to the state as upon delivery. Actuator andvalve-specific settings remain unchanged.

EB 8497 EN

–

16-49

–

16-50

Diagnostics

Reset communication

On-site:
write

Menu

Displayreading

Appendix A (configuration instructions)••

Adjustment range/values [default setting]/description
Reset configuration parameters for PROFINET® configuration(device name, IPv4 address and IPv4 subnet mask)

EB 8497 EN

Appendix A (configuration instructions)16.2 Operation using PROFINET®
16.2.1 Physical Block
Parameters

Adjustment range/values [default setting]/description

CURRENT_MODE

Current mode of the Physical Block · Read only

IM_Tag_Function

Device ID used to identify the positioner and its task/function

TARGET_MODE

Target operating mode:− Automatic− Out of service
The CURRENT_MODE directly follows the TARGET_MODE. Device alarms are suppressed in the 'Out of service' mode.

OrderID

Positioner's order code · Read only

SOFTWARE_REVISION

Positioner firmware version · Read only
Positioner's software ID according to NAMUR Recommendation NE 53

HARDWARE_REVISION

Positioner hardware version · Read only

DEVICE_Man_ID

Manufacturer of the positioner · Read only
For SAMSON TROVIS 3797 Positioner: 0x0042

DeviceType

Device type (TROVIS 3797) · Read only

IM_Serial_Number

Serial number · Read only

DIAGNOSIS

Detailed information on the positioner (coded bitwise) · Read onlyMore than one alarm possible at one time.

LIST_IDENT_NUM_SUP

List of ID numbers of supported devices · Read only

IM_Tag_Location

Tag location identification · Read only

IM_Revision_Counter

Configuration counter · Read only
The configuration counter counts the changes to static parameters. Static parameters
are parameters which are not changed by the process.

IM_Profile_ID

Profile information · Read only
− TROVIS 3797 ID: 0xB310− Profile ID: 0x9700

IM_Profile_Specific_Type

Profile-specific block type · Read only

RESET

1: Application Reset: resets the positioner to the state as upon delivery. Actuator andvalve-specific settings remain unchanged.
2: Positioner rebooted
2712: Communication reset: device name, IPv4 address and IPv4 subnet mask

IM_Descriptor

Description (user-defined text)LANGUAGE

Language of text on positioner display · Read only

IM_DateDate of installation · Read only

STARTUP_PARAM_VALIDITY

Validity of start-up settings
0: Start-up parameters are not accepted
1: Units only
2: Profile start-up parameters and manufacturer-specific start-up parameters are accepted

EB 8497 EN

16-51

Appendix A (configuration instructions)Parameters

Adjustment range/values [default setting]/description

IPv4_ADDRESS

IPv4 address
Internet protocol address assigned to the positioner for supporting TCP/IP.

IPv4_SUBNET_MASKIPv4 subnet mask
The subnet mask is used to separate the bits of the network ID from the bits of the hostID.

IPv4_DEFAULT_GATEWAY

IPv4 default gateway
The default gateway serves as the node in a PROFINET network. It is assumed that it
knows how to forward packages onto other networks. It is the default route setting (assigned to the default gateway) for determining where packages are to be sent for any
IP addresses without a defined specific route.

NAME_OF_STATIONPROFINET device name

MAC_ADDRESS

MAC address

WRITE_PROTECTION

Write protection active/not active

ALARM_DELAY

Alarm delay [s]Filter for brief alarm events An alarm event must be active for at least the time definedin ALARM_DELAY to generate a diagnostic event.
ALARM_DELAY is not taken into account for the following events:− DIA_COLDSTART− DIA_WARMSTART− DIA_UPDATE_EVENT− EXTENSION_AVAILABLEUPDATE_EVENT_ACK

Confirm parameter changes
0: Parameter changes are automatically adopted (no manual confirmation necessary)
1: Parameter changes must be manually confirmed to adopt them.

UPDATE_EVENT_MODE

Type of confirmation upon parameter changes
Includes the configuration for the action of the update event flag in all status bytes thathave values with cyclic (Cyc) attributes. They are made available to the host by thedevice.

NE107_COMMON

General diagnosis
Common device diagnosis (coded bitwise)
The control valve diagnosis is contained in the NE107_ACT_EL_PNEU parameter.

LINK_NE107_COMMON

Assign general diagnosis status
Define the reaction of the control valve to valve-specific diagnostic events.

LATEST_CHANGE

Time of the last change to a static parameter · Read only

NE107_STATUS

Condensed state of the positioner · Read only
0: OK
1: Maintenance required/maintenance demanded
2: Out of specification
3: Function check
4: Failure

STARTUP_RECORD

Start-up parameters

16-52

EB 8497 EN

Appendix A (configuration instructions)16.2.2 Actuator Output Function Block
Parameters

Adjustment range/values [default setting]/description

CURRENT_MODE

Current mode of the Actuator Output Function Block · Read only

IM_Tag_Function

Tag number used to identify the control valve and its task/function

TARGET_MODE

Target operating mode:− Automatic− Manual− Out of service
The CURRENT_MODE directly follows the TARGET_MODE. Device alarms are suppressed in the 'Out of service' mode.

SP

Set point [unit of PV_SCALE]
Required valve position within the nominal range in automatic mode

PV_SCALE

Set point range defined by:− Upper range value− Lower range value− Unit− Decimal places

READBACK

Actual value · Read only
Valve position based on the set point range defined in PV_SCALE

FSAFE_TIME

Delay time [s]Time that it takes from detection of an error of the set point valid in the current operating mode until the failure behavior is triggered: the failure behavior (FSAFE_TYPE) is
triggered after the failure behavior delay (FSAFE_TIME) has elapsed and the error still
exists.

FSAFE_TYPE

Failure behavior
Reaction to a detected error of the set point valid in the current operating mode after
the failure behavior delay (FSAFE_TIME) has elapsed
0: Control to the FSAFE_VALUE value (OUT parameter is set to UNCERTAIN)
1: Control to the last valid set point (OUT parameter is set to UNCERTAIN)
2: The actuator moves to the fail-safe position defined in the ACTOR_ACTION parameter (see Actuator Transducer Block) (OUT parameter is set to BAD)FSAFE_VALUE

Set point for failure behavior when the setting FSAFE_TYPE = 0

POS_D

Discrete valve position · Read only
0: Not initialized
1: Closed
2: Open
3: Intermediate position

SETP_DEVIATION

Set point deviation [%] · Read only
Set point – Actual value

CHECK_BACKCheckback information
Detailed information on the positioner (coded bitwise)
More that one alarms may exist.

EB 8497 EN

16-53

Appendix A (configuration instructions)Parameters

Adjustment range/values [default setting]/description

CHECK_BACK_MASKSupported checkback information
Definition of supported information bits for checkback information (CHECK_BACK)
0: Not supported
1: Supported

INCREASE_CLOSE

Determines the direction of action, i.e. how the set point is assigned to the controlled
variable− Increasing/increasing− Increasing/decreasing

OUT

Output value in [mm], [degrees] or [%] · Read only
Output value calculated by the Analog Actuator Function Block from the SETPOINT for
the Transducer BlockOUT_SCALE

Travel/angle range defined by:− Upper range value− Lower range value− Unit− Decimal places
A non-linear characteristic is adapted to the reduced travel.
Maximum value for upper value = rated travel

READBACK_UNITS

Unit of the actual value (READBACK)TARGET_MODE

Target operating mode
− Automatic− Manual− Out of service

LOCAL_OP_ENA

Unlock on-site operation
0: On-site operation locked
1: On-site operation enabled
On-site operation is automatically enabled upon communication failure lasting longer
than 30 seconds.

SIMULATE_ENABLE

Enable simulation
0: Simulation deactivated
1: Simulation activated

SIMULATE_VALUE

Simulation value for actual valve position (READBACK) · Read only

SIMULATE_STATUS

Simulated status for actual valve position (READBACK) · Read only

PROCESS_VARIABLE

Coding for the actual value

STARTUP_RECORD

Start-up parameters− FSAFE_TIME− FSAFE_TYPE− FSAFE_VALUE

16.2.3 Actuator Transducer Block
Parameters

Adjustment range/values [default setting]/description

CURRENT_MODE

Current operating mode of the Actuator Transducer Block · Read only

16-54

EB 8497 EN

Appendix A (configuration instructions)Parameters

Adjustment range/values [default setting]/description

ACTUATOR_ACTION

Fail-safe action of the actuator mounted on the valve upon supply air failure:
0: Not initialized
1: Open (100 %)2: Close (0 %)ACTUATOR_TYPE

Type of actuator mounted on the valve:
0: Electropneumatic
1: Electric
2: Electrohydraulic
3: Other

ACT_STROKE_TIME_DEC

Min. transit time CLOSE [s] · Read only
Indicates the time required by the system (positioner, actuator and valve) to movethrough the rated travel/angle in the direction to close the valve (0 % position) (measured during initialization).

ACT_STROKE_TIME_INC

Min. transit time OPEN [s] · Read only
Indicates the time required by the system (positioner, actuator and valve) to movethrough the rated travel/angle in the direction to open the valve (100 % position)(measured during initialization).

ACT_TRAV_TIME

Maximum transit time [s] · Read only
The transit time limit is determined by the positioner during initialization.

DEADBAND

Dead band (integral-action component)

FEEDBACK_VALUE

Current valve position (actual value) in the unit specified in the OUT_SCALE parameter · Read only

POSITIONING_VALUE

Current target position (set point) in the unit specified in the OUT_SCALE parameter ·Read only

SELF_CALIB_CMD

Start self-calibration of the positioner

SELF_CALIB_STATUS

Status of self-calibration after the self-calibration is started with SELF_CALIB_CMD ·Read only

SETP_CUTOFF_DEC

Lower end position [%]If the set point falls below the entered value, the valve is moved towards the end position (corresponding to 0 % of the set point).
To do so, the electropneumatic actuator is either completely filled with air or completely vented depending on the fail-safe action.

SETP_CUTOFF_INC

Upper end position [%]If the set point exceeds the entered value, the valve is moved towards the end position(corresponding to 100 % of the set point).
To do so, the electropneumatic actuator is either completely filled with air or completely vented depending on the fail-safe action.

SETP_CUTOFF_MODE

End position mode
Travel-dependent cutoff (separate for each direction of action)
0: Torque-dependent in OPEN and CLOSE direction
3: Travel-dependent in OPEN and CLOSE direction

TOTAL_VALVE_TRAVEL

Totaled full valve travel cycle · Read only

TOTAL_VALVE_TRAVEL_LIM

Total valve travel limit
The 'Total valve travel' status message is generated when the total valve travel exceeds
the limit.

EB 8497 EN

16-55

Appendix A (configuration instructions)Parameters

Adjustment range/values [default setting]/description

TRAVEL_LIM_LOW

Lower x-range value [%]Lower range value for travel/angle in nominal or operating range
The nominal/operating range is set in the OUT_SCALE parameter.

TRAVEL_LIM_UP

Upper x-range value [%]Upper range value for travel/angle in nominal or operating range
The nominal/operating range is set in the OUT_SCALE parameter.

TRAVEL_RATE_DEC

Transit time CLOSE [s]Required transit time required to travel through the working range towards the 0 %position.

TRAVEL_RATE_INC

Transit time OPEN [s]Required transit time required to travel through the working range towards the 100 %position.

VALVE_TYPE

Valve type:
0: Linear moving valve, sliding valve
1: Rotary moving valve, part-turn
2: Rotary moving valve, multi-turnNE107_ACT_EL_PNEU

Detailed diagnosis information on the actuator · Read only

LINK_NE107_ACT_EL_PNEU Status assignment of valve/actuator diagnosis · Read only

16-56

EB 8497 EN

Appendix A (configuration instructions)16.3 Valve characteristic selection
The characteristics that can be selected in menu item 8.1.9 are shown in the following ingraph form.
Note
A characteristic can only be defined (user-defined characteristic) using an operating software(e.g. SAMSON's TROVIS-VIEW or DD/DTM/EDD).

Linear
100

Travel/angle in %50

0

Set point in %
0

50

100

Equal percentage

Reverse equal percentage

100

100

Travel/angle in %50

0Travel/angle in %50

Set point in %0

EB 8497 EN

50

100

0

Set point in %
0

50

100

16-57

Appendix A (configuration instructions)

Butterfly valve, linear

Butterfly valve, equal percentage

100

100

Travel/angle in %

50

50

0

Travel/angle in %Set point in %
0

50

100

0

Set point in %
0

50

100

Rotary plug valve, linear

Rotary plug valve, equal percentage

100

100

Travel/angle in %50

0Travel/angle in %50

Set point in %
0

50

100

0

Set point in %
0

50

100

Segmented ball valve, linear

Segmented ball valve, equal percentage

100

100

Travel/angle in %

50

50

0

Travel/angle in %Set point in %
0

16-58

50

100

0

Set point in %
0

50

100

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Appendix B

17 Appendix B
17.1 After-sales service
Contact our after-sales service for support
concerning service or repair work or whenmalfunctions or defects arise.
You can reach our after-sales service ataftersalesservice@samsongroup.com.
Addresses of SAMSON AG and its subsidiaries
The addresses of SAMSON AG, its subsidiaries, representatives and service facilities
worldwide can be found on our website(www.samsongroup.com) or in all SAMSON
product catalogs.
Required specifications
Please submit the following details:− Order number and position number inthe order− Model number, material number, serial
number, firmware version (see the 'Markings on the device' chapter for nameplate details)

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17-2

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SAMSON AKTIENGESELLSCHAFT
Weismüllerstraße 3 · 60314 Frankfurt am Main, Germany
Phone: +49 69 4009-0 · Fax: +49 69 4009-1507
samson@samsongroup.com · www.samsongroup.com

2024-07-30 · English

EB 8497 EN