Patent Abstract:
A system for commissioning a controller accepts a different manual input during each of several different phases of the installation and provides the installer with a different detectable cue during each phase. The installer provides the manual input and then operates a switch indicating the input is present. The system stores the manual input present and advances the system to the next phase, and in a preferred embodiment provides a visible cue identifying each phase. The preferred embodiment uses devices controlled by the controller during normal operation and which also have manual position adjustment or set point selection to provide the manual inputs.

Full Description:
BACKGROUND OF THE INVENTION  
         [0001]    Manufacturers ship certain types of systems for controlling devices in an “unprogrammed” or “uncommissioned” state. That is, until the control system has been commissioned or programmed after installation, it will not function to properly control the device it is intended to control. The main reason for this is that many classes of controlled devices have such a large number of unique configurations or requirements that it is not possible to provide a preprogrammed control system for each possible configuration.  
           [0002]    To deal with this situation, various methods for programming or commissioning such control systems during installation have been developed. Where the control system is electromechanical, programming can be as simple as positioning cams or stops appropriately. A very simple example of such a system is any of the light/appliance timers available at hardware stores. The user positions or activates cams or levers on a dial face of the timer to select the on and off times. Although very simple, this example is typical of many types of controller programming.  
           [0003]    Where the control system is electronic, one needs a different approach. It is easy to provide these systems with one or more control switches for reset, startup, error or status readout, etc. and one or more indicator lights that signal mode, status, error, etc. These switches can be used for commissioning or programming these systems. U.S. Pat. No. 6,175,207 teaches one type of controller using an already present reset switch to select one of a number of preprogrammed operating modes as the one for the particular installation. Other systems have dedicated switches for programming input. It is possible to provide a standard keypad such as on a calculator, but this occupies scarce space, adds cost and tempts users to alter settings that an installer had previously recorded.  
           [0004]    It is important in some applications to prevent reprogramming of control systems after initial programming. One of these situations (and the one concerning the inventors) involves the use of a mechanical actuator as the control device for opening, modulating, and (most importantly) closing a fuel valve of a burner. The mechanical actuator is controlled by an electronic controller that receives sensor data and commands from higher-level controllers or even users. A typical actuator can operate the fuel valve between closed and maximum openings with a smaller modulation range between closed and maximum which is active during the Run phase of the burner. Once the fuel control system has been professionally installed and configured, it is important that the user does not alter these installed settings for the fuel valve actuator. However, experience shows that one cannot rely on users to follow this rule. It is possible that user tampering with these settings can inadvertently create an unsafe or inefficient operating mode for the fuel control system.  
           [0005]    User tampering is a serious concern for manufacturers of safety-related equipment of all types. On the one hand, users and manufacturers alike strongly desire that equipment shipped in an uncommissioned state be easily commissioned during installation. On the other hand, it is very important that tampering by unqualified persons with installed system settings be made as difficult as possible. Thus, conventional input devices like keypads and other easily accessible switches are undesirable because they make tampering too easy. In our system we reduce the temptation to tamper by making access to the setting controls difficult. It is also possible to require special key codes to put the control system in its commissioning mode, but for this particular application we prefer to control access to the commissioning switches.  
           [0006]    It is also helpful in understanding the invention, to know the basics of electromechanical actuator design. An actuator typically has a small, relatively high-speed reversible motor driving a rotating output shaft or hub of some kind through a high-ratio reduction gear train. Typically though not always, the output shaft rotates through a fraction of a revolution over a period of several tens of seconds. Maximum rotation in each direction is limited by mechanical stops. The motor drives the gear train through a magnetic slip clutch that allows the motor to rotate without harm if the output shaft is locked for any reason. Actuators are for the most part of two types, foot-mounted and direct coupled. Foot-mounted actuators are bolted to a frame of some type, and have a shaft that connects to the controlled device&#39;s input. Direct-coupled actuators have a rotating hub with a connection feature of some type such as a square or splined hole. The controlled device&#39;s shaft clamps to the actuator hub, and then the actuator housing is bolted at a single point to the controlled device itself. These two attachments cooperate to hold the actuator in its operating position.  
           [0007]    Where modulation of the actuator position is required, it is usually necessary to sense the angular position of the actuator output. This can be done in a variety of ways. One common system uses a variable rheostat connected to the actuator output shaft. The rheostat provides a current signal varying from 4-20 ma. nominal as the shaft rotates from one mechanical stop to the other. This varying current can be converted to a quite accurate digital indication of the shaft position. The controller uses the position signal to determine the shaft position and to provide the appropriate control signal. Actuators often have manual controls that allow a human to set a desired position, overriding any controller setting of the actuator position.  
         BRIEF DESCRIPTION OF THE INVENTION  
         [0008]    We have developed a system that permits easy commissioning of electrically or electronically controlled devices having status or position sensors and manual override of normal position control. Mechanical actuators having shaft position sensors and permitting manual positioning fall in this category. For purposes of commissioning, such a controlled device can be considered a manual input data source, by virtue of the position sensor output and the manual control. Then the system can be considered a data entry system for accepting manually generated data values.  
           [0009]    In its broadest form, such a system comprises first and second data entry elements respectively providing first and second data entry signals responsive to a manual input applied to the respective data entry element. The first data entry signal typically encodes a single binary digit provided by a momentary contact switch, although this need not be. The second data entry element provides a signal encoding a plurality of data values such as those provided by a position sensor for a manually positionable device.  
           [0010]    The system also includes a phase index memory element providing a phase signal sequentially encoding at least first and second distinct phase index values. The phase index memory element sequences the phase index values in the phase signal from the first and following phase index values to the next in order responsive to each first data entry signal. Most conveniently, a phase index can be a sequence of integers, say from one to five or any other desirable range.  
           [0011]    An indicator element also forms a part of the system. The indicator element receives the phase signal and providing a different, humanly discernable indicator pattern for each phase index value. Finally, the system in its broadest form also includes a data recorder receiving the first and second data entry signals and the phase signal. The data recorder has at least first and second memory locations each for storing one data value. Each memory location is associated with one of the phase index values. The data recorder records the data value encoded in the second data entry signal in the memory location associated with the current value of the phase index and responsive to an occurrence of the first data entry signal.  
           [0012]    One of the most useful embodiments uses as the second data entry element, a control element having an output element having a plurality of positions and a position sensor providing a position signal encoding the output element position. The manual input comprises an element or feature of the control element for manually positioning the output element. The preferred embodiment of the control element comprises a mechanical actuator having an output shaft forming the output element and changing position responsive to positioning power. A shaft position sensor comprises the position sensor. A manually operated switching element provides positioning power to change output shaft position responsive to operation of the switching element. Thus the element controlled by the controller also serves as its second data entry element. The installer can see or measure the shaft position, and can manually rotate the shaft to the position required. 
       
    
    
     BRIEF DESCRIPTION OF THE DRAWINGS  
       [0013]    [0013]FIG. 1 is a block diagram of a system employing the invention.  
         [0014]    [0014]FIG. 2 is a block diagram showing details of hardware elements used in implementing the invention.  
         [0015]    [0015]FIGS. 3, 4,  5 , and  6  together form a flowchart of software instructions which when executed by the microprocessor shown in FIGS. 1 and 2 convert the microprocessor and its accessories into the invention. 
     
    
     DESCRIPTION OF THE PREFERRED EMBODIMENTS  
       [0016]    Hardware  
         [0017]    [0017]FIG. 1 diagrammatically shows one possible application for the invention. The reader should realize that many other applications for employing the invention surely exist. No purpose would be served by attempting to itemize these alternatives because those familiar with control systems can easily transform the teachings below into these alternative applications. Further, such itemizing would properly subject this description to criticism for prolixity.  
         [0018]    System  10  of FIG. 1 includes a rotary actuator  17  that drives a controlled device  12  through a rotating shaft  15 . The curved double arrow around shaft  15  indicates that the shaft can rotate in both clockwise and counterclockwise directions. As previously mentioned, device  12  may be a valve for controlling flow of a fluid such as a fuel, or a damper for controlling air flow. In the particular embodiment for which the invention was developed, it is desirable to have full open and closed device positions, and between them a modulating position range. Actuator  17  receives  24  v. AC operating power on conductors  45  at power terminals  17   a  and  17   b . Switches controlled by manually operable pushbuttons  17   d  and  17   e  allow shaft  15  to be driven by the AC power in the indicated counterclockwise and clockwise directions respectively when these are manually operated. Actuator  17  can also be controlled to drive shaft  15  in either the clockwise or counterclockwise direction depending on a control signal applied to control terminals  17   c  and  17   d  through paths  26  and  27 . This is well known in the industry, and no further notice need be taken of it.  
         [0019]    A position sensor  21  senses the angular position of shaft  15 . In a typical arrangement, sensor  21  is incorporated into actuator  17  directly, and may be of the type providing a current signal varying from 4-20 ma. as shaft  15  moves from a minimum to a maximum angular position. One should note that actuator  17  is usually designed or selected to have the capability to operate shaft  15  through a greater range of motion than is necessary to properly control the operation of device  12 . Further, the desired or needed range of actuator  17  motion differs from installation to installation.  
         [0020]    Actuator  17  and its pushbuttons  17   d  and  17   e , shaft  15 , and sensor  21  together may be considered to comprise a data entry element. The signal provided by sensor  21  can have a plurality of data values dependent on position of shaft  15 , as controlled by the manual operation of the buttons  17   d  and  17   e  (and of course also on the control signals provided by a controller  30 ). Thus buttons  17   d  and  17   e  can control the data provided by sensor  21  on path  23 .  
         [0021]    Controlled device  12  can be any of a number of flow control or heat-generating elements such as a valve, damper, furnace, fan etc. A condition sensor  46  provides a condition signal at a terminal  46   a  encoding or indicating the level or value of a condition controlled by device  12 . Path  44  carries the condition signal provided by sensor  46 . Sensor  46  may measure temperature if device  12  is an HVAC device of some kind, or pressure if device  12  is a valve. The condition signal thus provides a direct indication of the effects resulting from the position of shaft  15 , as well as external effects produced by such things as air infiltration into a room, outside temperature changes, supply pressure variation, etc. The condition signal can then form a basis for controlling the position of shaft  15 .  
         [0022]    A set point error generator  43  receives the condition signal on a path  44  from sensor  46 . Error generator  43  can for example have a manually adjustable dial or knob  47  for selecting a set point level or value indicated on a scale  47   a . A thermostat is a common example of one type of error generator  43  using either the dial  47  and scale  47   a  shown or a keypad as done on electronic thermostats, to allow user control of the set point value. In the case of a thermostat, sensor  46  will be a temperature sensor of some kind. Error generator  43  provides a digital error signal on path  41  indicating existence of a difference and perhaps the magnitude of the difference as well between the sensed condition value encoded in the condition signal and the set point value selected by the user. Error generator  43  provides proportional control, with the error signal on path  41  encoding a value that can vary in magnitude between preselected minimum and maximum end point values. Each value that the error signal assumes corresponds to a particular position of shaft  15 . One feature of this invention allows the user to correlate the two end point values of the error signal with minimum and maximum positions of shaft  15  defining the proportional band within which actuator  17  can control device  12 . These proportional band minimum and maximum shaft  15  positions are usually within the minimum and maximum excursions allowed by controller  30  for shaft  15 .  
         [0023]    Error generator  43  also can serve as a data input device that can be correlated with data provided by positioning of actuator  17 . We accomplish this by turning the dial  47  to indicate either the minimum or maximum setting, which specifies the minimum or maximum end point value for the error signal. Once these values have been loaded into memory  70   b , interpolation between these values and the corresponding minimum and maximum shaft  15  settings allows microprocessor  40  to precisely adjust the position of shaft  15 .  
         [0024]    An AC to DC converter  22  provides DC operating power between a power terminal  30   f  of controller  30  and a ground terminal GND. Controller  30  will be described in more detail below, but typically includes a small microprocessor  40 , and in this example, a few simple external components. Controller  30  has a number of communication terminals, typically I/O terminals of microprocessor  40 , of which terminals  30   a  and  30   b  provide output signals and terminals  30   c  and  30   d  receive input signals. Terminals  30   a  and  30   b  provide control signals to actuator  17  on paths  26  and  27 . Terminal  30   c  receives the sensor signal on path  23 , and terminal  30   d  receives a signal on path  41  from the set point error generator  43 . Of course, a controller  30  may have many more input and output terminals than that shown. Again, this is well within the level of skill that those familiar with this technology have. These communication terminals may be a part of microprocessor  40 , or may be separate, perhaps relay-controlled switches.  
         [0025]    Controller  30  has rudimentary features allowing communication with humans. Save (S) and erase (E) pushbutton switches  36  and  37  allow a human to provide data to controller  30 . Mode (M) indicator element  33  and error (E) indicator element  34  allow controller  30  to communicate to a human. Indicator elements  33  and  34  typically are simple LEDs driven by microprocessor  40  through output terminals, not shown in FIG. 1. These switches  36  and  37  and indicator elements  33  and  34  have specific purposes in implementing the invention, and typically have other purposes once the invention has been operated the one time intended during system setup. The commercial embodiment of the invention includes sensing of switch  36  and  37  closings using so-called “debounce” logic, but this is not a specific feature of the invention. Where a switch  36  or  37  is stated to be closed, this means nothing more than the state of the switch has been sampled a number of times over a period of a few seconds and has been found to be closed for a large percentage of those sampling events. The system may provide a unique indication such as a rapid flash from one of the elements  33  and  34  when a switch  36  or  37  is first sensed as closed, and then a solid indication once the sampling period is over. This procedure is not specific to the invention either.  
         [0026]    [0026]FIG. 2 shows a part of controller  30  in greater detail. As mentioned, controller  30  typically includes a microprocessor  40  of some type. These microprocessors invariably include a CPU  60 , an I/O (input/output) section  50 , and a memory  70 . CPU  60  communicates with memory  70  through a data bus  53  connected between CPU terminal  60   b  and memory terminal  70   d . CPU  60  communicates with I/O section  50  through a bus  52  connected between internal CPU terminal  60   a  and I/O section terminal  50   a . In addition, I/O section  50  is shown with input terminals  30   s  and  30   e  respectively connected to the switches  36  and  37 . Switches  36  and  37  are connected so that when closed, they ground their respective I/O section terminals  30   s  and  30   e . Alternatively, switches  36  and  37  may connect the respective I/O terminal to a positive or negative logic voltage rather than ground. Switches  36  and  37  comprise data entry elements for entering data into controller  30 . Of course, the ground or non-zero logic voltage source must include any required pull-up or pull-down resistor.  
         [0027]    I/O section  50  also has output terminals  30   m  and  30   h  for operating LEDs  33  and  34 . A typical LED  33  or  34  can be driven to emit visible light with only a few ma. of current, which is well within the current available from most microprocessor output terminals. The other input and output terminals shown in FIG. 1 are shown in FIG. 2 as well, and serve the previously indicated functions.  
         [0028]    Memory  70  represents the ROM or PROM storing the instructions executed by CPU  60  as well as the EEPROM  70   b  (electrically erasable PROM) and RAM  70   a  in which CPU  60  stores operands and data used or generated by instruction execution. EEPROM  70   b  can be read as quickly as conventional RAM  70   a  or PROM, but is written orders of magnitude more slowly. Accordingly, it is customary to use RAM  70   a  for storing values being calculated for EEPROM  70   b  and after calculations have been completed, write the data to EEPROM  70   b . To assure that this data transfers accurately, it is customary to uses cyclic redundancy check (CRC) testing of transferred data. Some of this CRC activity will be shown in the software flow charts, but does not really form a part of the invention.  
         [0029]    The various parameters whose loading forms the commissioning process are stored in EEPROM  70   b  when the commissioning process is complete. It is convenient to consider RAM  70   a  and EEPROM  70   b  to provide signals representing particular parameters. For example the signal from EEPROM  70   b  encoding the phase index value can be considered to be a phase index signal.  
         [0030]    The chip carrying a typical microprocessor  40  includes some on-board RAM and EEPROM. If this memory is inadequate, additional EEPROM may be located in a separate memory module. Since this is well understood by those familiar with this technology, it is easiest to simply show a separate memory module  70  representing both the memory on-board microprocessor  40  as well as any external memory needed. Memory  70  is shown as including particular RAM locations  70   a  and EEPROM locations  70   b  that serve as memory storage for implementing the invention. These memory locations specifically involved with the invention will be identified while explaining the flowcharts of FIGS.  3 - 6 . An internal memory bus  70   e  carries data between a bus terminal  70   d  and the internal memory locations. Addressing hardware, not shown, routes the data between terminal  70   d  and the individual memory locations.  
         [0031]    Software Introduction  
         [0032]    The flowcharts of FIGS.  3 - 6  represent software instructions whose execution by CPU  60  transform controller  30  into apparatus that implements the invention. Those familiar with software design realize that first, software does in fact have a specific physical existence within the memory holding it and within the data processor or CPU  60  that executes the software, and second, that the CPU itself becomes a functional hardware element performing the programmed function while executing the software intended for that purpose. As to the first point, the instructions held in memory  70  have a physical structure that incorporates the unique combination of software instructions loaded into and readable from memory  70  and thereby uniquely defines its own structure by the physical characteristics of a memory holding the instructions. As to the second point, while the CPU  60  is executing the instructions for any particular function, the CPU becomes for that short period of time a physical functional element performing that function. As instruction execution continues, CPU  60  successively becomes the physical embodiment of each of the functional elements intended by the programmer and defined by the flow charts. As a set of instructions for a particular function is re-executed, the processor can become that functional element as many times as is required. From this standpoint one can easily realize that a properly programmed data processor is a physical device in which an invention is physically implemented. A microprocessor type of data processor implementation is often preferred to discrete or special purpose hardware because of cost savings to produce, relatively easy development, and easy modification and upgrade.  
         [0033]    It is useful to generally discuss the flowcharts of FIGS.  3 - 6  and the three types of symbol boxes in them. These flowcharts describe the functions of software stored in memory  70  of FIG. 2 and which implements various functions of controller  30  including those of the invention. Each symbol box represents one or more CPU  60  instructions. The lines with arrowheads connecting the boxes signify the order in which the instructions symbolized by the boxes are to be executed, with the flow of instruction execution following the direction of the arrowheads. Each box has a short verbal description of the function performed by the instructions represented.  
         [0034]    Rectangular boxes such as element  82  of FIG. 3 are activity (as opposed to decision) elements. Activity elements define some type of computational operation or data manipulation, such as an arithmetic operation or data transfer. Hexagonal boxes as at  81  of FIG. 3 are decision elements and have two paths labeled “YES” and “NO” from them to two further symbol boxes. Decision element instructions test or detect some mathematical or logical characteristic or condition. Depending on the test result, instruction execution can either continue in sequence or take a path to another symbol box specified by the results of that test. A decision element also symbolizes execution by CPU  60  of one or more instructions testing the specified condition or arithmetic or logical value indicated and causing instruction execution to branch depending on the result of that test.  
         [0035]    Lastly, circles comprising connector elements as at  80  of FIG. 3 imply continuity of instruction execution between the same connector elements located at different points in the instruction sequence without direct connection between them by lines with arrowheads. That is, instruction execution continues from a connector element having a particular alphabetic definer into which an arrow enters (of which there may be several), to the identical connector element from which an arrow exits (of which there will be only one), as for connector element A  88 . The letter in the circle designates the connector elements at which instruction execution ends and at which execution continues.  
         [0036]    As explained above, the instructions that an activity or decision element symbolizes cause the data processor to become during execution of those instructions, the functional equivalent of a physical device that performs the stated function. Of course each functional element exists for only a short time, and during this time none of the other elements exist. However, nothing in the patent law requires all of the components of an embodiment described in a patent to simultaneously exist. Accordingly, one can describe and claim the invention using terms of art or functional terms describing these physical devices with reference to their implementing software.  
         [0037]    Note there may be many different specific embodiments for these physical devices within CPU  60  that all provide identical functionality. We wish to include all of these possible different embodiments in the definition of our invention, and by no means limit ourselves to that shown in the flowcharts of FIGS.  3 - 6 .  
         [0038]    Software Description  
         [0039]    When power is first applied to the microprocessor  40 , internal circuitry directs instruction execution to connector element  80  and the immediately following activity element  82  in FIG. 3. Typical microprocessors are designed to start instruction execution at a prearranged instruction address after DC power is applied across terminals GND and  30   f , and connector element H  80  symbolizes the power-on execution address.  
         [0040]    As a general rule, to assure accurate operation of memory  70  a CRC (cyclic redundancy code) value is computed for all of the data recorded in EEPROM  70   b  each time values in EEPROM  70   b  are changed. This newly calculated value is then stored in EEPROM  70   b . The CRC value is then immediately recomputed and the result of the second computation compared with the value stored for the first computation. If the two computational results are identical it is very likely that the data in EEPROM  70   b  can be read accurately. If values in RAM  70   a  are block transferred to EEPROM  70   b , then the CRC can be computed and compared for each of the RAM and EEPROM blocks of data, or the RAM and EEPROM values can be compared on a byte-by-byte basis. Further, on each power-up, the CRC value is recomputed and tested against the stored CRC value to assure proper operation of EEPROM  70   b . Activity element  82  and decision element  81  test EEPROM  70   b  by recomputing a CRC value for the contents of EEPROM  70   b  and then testing the recomputed value against the CRC value stored in EEPROM  70   b . If the recomputed and stored values of the CRC are not equal, then execution transfers to the instructions of activity element  84  which set a lockout flag to indicate some type of system failure. The activity element  84  instructions also set an error type flag the indicates the type of failure detected, and instruction execution then branches through connector element G  102  to activity element  129  (FIG. 6) which sets a lockout flag and then continues to other activity elements that return the controlled device  12  to a safe configuration (fuel valves closed, etc.) and indicate the type of error. The set lockout is tested at appropriate points in the execution of the software by the controller  10  to prevent further operation pending human intervention. In general any type of detected error that raises the question of proper operation of microprocessor  40  will cause the lockout flag to be set by transferring execution to element  129 .  
         [0041]    If the EEPROM CRC value has tested to be correct, then decision element  86  tests whether the lockout flag has been set. Detecting a set lockout flag at this point implies that the lockout flag was set earlier and then the power to controller  30  was lost. When power is then reapplied, an already set lockout flag if present is detected by element  86 . The error type flag is set to an appropriate value by activity element  91  and instruction execution transfers to activity element  129  through connector element G  102 .  
         [0042]    If the lockout flag is not set, then the instructions of decision element  87  are executed next. These instructions test whether a value called the phase index, about which more will soon be said, is equal to 1. If so, then no programming or commissioning of controller  30  is required, and instruction execution transfers to activity element  141  through connector element B  85  (FIG. 6). The set of instructions starting with activity element  141  is the normal operating functions loop.  
         [0043]    If the phase index is not equal to 1, then programming or commissioning of controller  30  is required, and the execution sequence transfers through connector element A  88  to activity element  89  in FIG. 3. The main software loop for commissioning controller  30  starts with activity element  89 . When the save switch  36  or the erase switch  37  is closed, software stores a value indicating that switch closure in a RAM  70   a  location dedicated to that switch. To be sure that these RAM  70   a  locations have been set to indicate at the start of this instruction sequence that the associated switches have not been closed, activity element  89  clears these save and erase switch RAM locations.  
         [0044]    The instructions of activity element  90  are executed next, and these are the first that directly involve the phase index value. The phase index must equal some number between 5 and 1 inclusive because the software allows only these values. Values different from 1 direct instruction execution to commissioning functions, per the decision by element  87 . The commercial embodiment for which this invention was developed provides for loading six different parameters provided by manually setting the shaft  15  position and the value encoded in the error signal on path  41 . These parameters are related to the phase index values in Table I as follows:  
                   TABLE I                       Phase Index   Parameter(s)                   5   Maximum CW shaft 15 position       4   Maximum CCW shaft 15 position       3   Maximum CW position of shaft 15 for           proportional control range, and           Corresponding error signal end point value       2   Maximum CCW position of shaft 15 for           proportional control range, and           Corresponding error signal end point value                  
 
         [0045]    Memory space  70   b  represents six EEPROM storage locations for semi-permanently rcording the four different actuator shaft  15  positions and the two error signal values. The assignment of parameters to phase index values is of course completely arbitrary.  
         [0046]    Executing the instruction sequence for activity element  90  causes microprocessor  40  to provide electrical current to terminal  30   g  creating a visual indication of the current setup phase by blinking mode LED  33  a number of times equal to the phase index value, followed by a short pause. In one suitable embodiment, each blink comprises an ON time for mode LED  33  of 500 ms followed by a 500 ms OFF time. After a number of blinks equal to the phase index have been completed, the instruction of activity element  90  cause controller  30  to provide a further OFF time of 2 sec. This visual indication is sufficient to inform the operator precisely where (s)he is in the setup process. Other visual indication formats may be equally suitable.  
         [0047]    After providing the visual indication of the current setup phase index value, microprocessor  40  continues by executing the instructions represented by activity element  92 . These instructions convert the signal provided on path  23  by sensor  21  to a digital value, and store this digital value in a temporary location in RAM  70   a . The number of blinks by the mode LED  33  prompt the installer to adjust shaft  15  to the position for the parameter specified in Table I for the current phase index value. Activity element  94  instructions then write the value encoded in the error signal on path  41  into another location of RAM  70   a.    
         [0048]    The instructions of activity element  110  sample the save switch  36  and erase switch  37  levels and store these values in preselected RAM  70   a  locations. If save switch  36  or erase switch  37  has been closed, a 0 v. logic level will be present at the corresponding terminal  30   s  or  30   e . Element  110  instructions sample the save switch  36  and erase switch  37  status by sensing the voltage level at terminals  30   s  and  30   e . To correct for the possibility of inaccurate reading, it is customary to take several samples of the status of a switch  36  or  37 , and instructions that implement that practice are in fact symbolized by activity element  110 .  
         [0049]    Next, instruction execution moves through connector element E  97  to the instructions of decision element  98  in FIG. 4, which tests the status of save switch  36  by testing the value of the RAM location loaded with the value indicating the voltage at terminal  30   s . If switch  36  has not been operated, instruction execution moves to decision element  111 . Decision element  111  tests in a similar manner if switch  37  has been operated. If not, instruction execution moves as indicated by connector element A  88  to reexecute the instructions of activity element  89  (FIG. 3). This sequence of instructions continues until either save switch  36  or erase switch  37  is operated. During this time, the operator will change the position of shaft  15  using the switches  17   d  and  17   e  to the position needed for the particular installation.  
         [0050]    If decision element  111  senses that the erase switch  37  has been closed, the instructions of decision element  101  (FIG. 5) are executed as indicated by connector element F  100 . The functions performed by the instruction sequence accessed by connector element F  100  will be discussed below. Generally, this functionality allows the installer to reenter a previously entered parameter value corresponding to a larger phase index value.  
         [0051]    If the instructions of decision element  109  sense that save switch  36  was operated during this pass through the main loop, then instructions for activity element  107  are executed. EEPROM  70   b  is loaded during manufacture with a position data limit value for each of the phase index values. The activity element  107  instructions test the position data recorded in RAM  70   a  by the instructions of activity element  92  against the preloaded limit value assigned to the current phase index value. If the position data value recorded for the current phase index value is not within the preset limit recorded in EEPROM  70   b  for that phase index value, the instructions of decision element  107  continue with instruction execution at activity element  113 . Element  113  instructions flash error LED  34  in a preset pattern indicating the error, pauses, and then repeats the preset pattern, to indicate visually the type of error detected. Instruction execution then returns to activity element  89  in FIG. 3 through connector element A  88 .  
         [0052]    If decision element  107  determines that the position data is acceptable, then the instructions of activity element  108  are executed next, transferring the position data from RAM  70   a  to the location in EEPROM  70   b  corresponding to the current value of the phase index. The CRC value is THEN recalculated and stored back into EEPROM  70   b  by the instructions of activity element  119 .  
         [0053]    Then the instructions of decision element  114  test whether the phase index value is 2 or 3. If not, then the instruction sequencing proceeds to activity element  122  (FIG. 5) through connector element C  118 . If the phase index is 2 or 3, then the error data loaded into RAM  70   a  by activity element  94  is tested by the instructions of decision element  115  against an error data limit value preloaded into EEPROM  70   b  and assigned to the current phase index value. If the value is not within the preset limit, the instructions of activity element  119  are executed, which flash error LED  37  is a preset pattern to indicate this type of error. Then execution returns through connector element A  88  to the start of the main loop thereby giving the operator another chance to reenter the error data, perhaps by resetting dial  47 .  
         [0054]    As mentioned earlier, the operator should turn dial  47  to one of its extreme positions on scale  47   a  for each of the phase index values of 2 and 3. These settings of dial  47  will generate either a minimum or maximum error signal value, which will allow the operating program to interpolate to precisely position shaft  15  as a function of the error signal value.  
         [0055]    If decision element  115  determined that the stored error data is within the preset limit, the instructions of activity element  116  copy the current error data from RAM  70   a  to the EEPROM  70   b  error data location corresponding to the current phase index value. The new value of the EEPROM CRC value is then calculated and stored in EEPROM  70   b  by the instructions of activity element  121 . Then execution proceeds through connector element C  118  to the instructions of activity element  122  in FIG. 5 which subtract 1 from the phase index value.  
         [0056]    Decision element  130  instructions then test whether the EEPROM  70   b  CRC is correct. If not, the instructions of activity element  132  are executed and the execution proceeds to the instructions of activity element  129  through connector element G  102 . If the CRC value is found to be correct by decision element  130 , then the phase index value is tested by decision element  117 . If the phase index is unequal to 1, then instruction execution continues through connector element A  88  to execute the instructions of activity element  89 . If the phase index equals 1, then setup is complete, and the instructions of activity element  120  are executed. The instructions of element  120  cause the mode LED  33  to slowly flash or blink to indicate completion of the setup. The instructions of activity element  141  (FIG. 6) are executed next through connector element B  85 .  
         [0057]    In FIG. 5, the sequence of instructions starting at connector element F  100  are used to increment the value of the phase index if the operator closes the erase switch  37 . When the instructions of either decision element  111  (FIG. 4) or decision element  143  in the normal operating loop shown in FIG. 6 detect the erase switch  37  to have been closed, the decision element  101  instructions are executed. These instructions test whether the phase index is equal to 5. If not, the instructions of activity element  105  increment the phase index by one. Then in either case, the execution of instructions transfers back to the start of the main commissioning loop in FIG. 3 through connector element A  88 .  
         [0058]    Turning next to the instructions for activity element  141  in FIG. 6, these read the erase switch  37  status. The instructions of decision element  143  are executed next to determine whether erase switch  37  has been operated. If the erase switch  37  has been operated, this means that the operator has decided to change one or more of the controller  30  commissioning parameters. By repeatedly operating the erase switch  37  while in the main loop starting at connector element A  88  it is possible to continuously increment the phase index value to any of the allowable values desired. If a parameter for a phase index value different from 2 is to be changed, then each of the other values for smaller phase indexes must also be changed in the normal sequence. Since these commissioning values will be changed very rarely, this is not considered to be a significant problem.  
         [0059]    If the erase switch has not been operated, then the instruction sequence represented by activity element  146  is executed. These are the operating control instructions for positioning the shaft  15  based on the position signal provided by sensor  21 , the Table I parameters loaded into EEPROM  70   b , and the error signal provided on path  41 . The instructions of element  146  convert controller  30  into an operating control element.  
         [0060]    In FIG. 6, connector element G  102  starts the series of software elements that process various types of errors detected by controller  30  and requiring controlled device  12  to be returned to a safe condition. Activity element  129  represents instructions that set the lockout flag and that also return controlled device  12  to a safe state. If device  12  is a fuel valve for example, this would mean closing the valve. Then the instructions of activity element  125  are executed to cause mode LED  33  to turn on solidly and the error LED  34  to flash in a pattern dictated by the error type flag.  
         [0061]    After that, the save and erase switch  36 / 37  inputs are sensed and stored in the RAM  70   a  locations assigned to them. Then the instructions of decision element  131  are executed, which test whether both the save switch  36  and the erase switch  37  have been closed. If not, instruction execution returns through connector element G  102  to reexecute the instruction sequence starting with activity element  129 . If both the save switch  36  and the erase switch  37  have been closed the instructions of activity element  140  are executed. These instructions restore the commissioning parameters to their default values, and recalculate and store the CRC value. This new CRC value is tested to be correct by decision element  148 . If it is correct, instruction execution continues through connector element A  88  to activity element  89 . If not correct, executing the instructions of activity element  150  sets the error type flag, and execution then continues through connector element G  102  to activity element  129 . Accordingly, one can see that any serious error requires operator intervention to push both the save and erase switches  36 / 37 . If errors keep occurring, the operator will soon realize that the controller  30  itself is defective and install a new one.  
         [0062]    Thus, it is possible to use a device such as an actuator  17  with a manual control mode or a manually adjustable set point error generator  43  (or both) as an input source for setting or commissioning a controller  30  for properly operating a controlled device  12  in a specific installation. This allows a controller  30  having only a very few simple elements for communicating with a human operator or installer to be manually commissioned with a substantial amount of flexibility.

Technology Classification (CPC): 6