Masoneilan SVI II AP Advanced Performance Digital Positioner

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Masoneilan SVI II APAdvanced PerformanceDigital PositionerQuick Start Guide (Rev. AB)Baker Hughes Data Classification: Public

About this GuideThis Quick Start Guide applies to the following instruments and supported software: SVI II AP andSVI II AP / AD with: Firmware version 3.1.1, 3.1.2, 3.2.1, 3.2.3/4.1.1, 3.2.5/5.1.1 and 3.2.7/5.1.3. ValVue suite version 2.40.0 or greater (including PRM Plug-In & AMS SNAP-ON) DTM version 1.01.0 or greater A handheld communicator with DD published for SVI II APThe information contained in this manual, in whole or part, shall not be transcribed or copied withoutBaker Hughes’ written permission.In no case does this manual guarantee the merchantability of the positioner or the software or itsadaptability to a specific client needs.Please report any errors or questions about the information in this manual to your local supplier orvisit valves.bakerhughes.com.DISCLAIMERTHESE INSTRUCTIONS PROVIDE THE CUSTOMER/OPERATOR WITH IMPORTANT PROJECTSPECIFIC REFERENCE INFORMATION IN ADDITION TO THE CUSTOMER/OPERATOR’S NORMAL OPERATION AND MAINTENANCE PROCEDURES. SINCE OPERATIONAND MAINTENANCE PHILOSOPHIES VARY, BAKER HUGHES COMPANY (AND ITSSUBSIDIARIES AND AFFILIATES) DOES NOT ATTEMPT TO DICTATE SPECIFIC PROCEDURES,BUT TO PROVIDE BASIC LIMITATIONS AND REQUIREMENTS CREATED BY THE TYPE OFEQUIPMENT PROVIDED.THESE INSTRUCTIONS ASSUME THAT OPERATORS ALREADY HAVE A GENERALUNDERSTANDING OF THE REQUIREMENTS FOR SAFE OPERATION OF MECHANICAL ANDELECTRICAL EQUIPMENT IN POTENTIALLY HAZARDOUS ENVIRONMENTS. THEREFORE,THESE INSTRUCTIONS SHOULD BE INTERPRETED AND APPLIED IN CONJUNCTION WITHTHE SAFETY RULES AND REGULATIONS APPLICABLE AT THE SITE AND THE PARTICULARREQUIREMENTS FOR OPERATION OF OTHER EQUIPMENT AT THE SITE.THESE INSTRUCTIONS DO NOT PURPORT TO COVER ALL DETAILS OR VARIATIONS INEQUIPMENT NOR TO PROVIDE FOR EVERY POSSIBLE CONTINGENCY TO BE MET INCONNECTION WITH INSTALLATION, OPERATION OR MAINTENANCE. SHOULD FURTHERINFORMATION BE DESIRED OR SHOULD PARTICULAR PROBLEMS ARISE WHICH ARE NOTCOVERED SUFFICIENTLY FOR THE CUSTOMER/OPERATOR’S PURPOSES THE MATTERSHOULD BE REFERRED TO BAKER HUGHES.THE RIGHTS, OBLIGATIONS AND LIABILITIES OF BAKER HUGHES AND THE CUSTOMER/OPERATOR ARE STRICTLY LIMITED TO THOSE EXPRESSLY PROVIDED IN THE CONTRACTRELATING TO THE SUPPLY OF THE EQUIPMENT. NO ADDITIONAL REPRESENTATIONS ORWARRANTIES BY BAKER HUGHES REGARDING THE EQUIPMENT OR ITS USE ARE GIVENOR IMPLIED BY THE ISSUE OF THESE INSTRUCTIONS.THESE INSTRUCTIONS ARE FURNISHED TO THE CUSTOMER/OPERATOR SOLELY TO ASSISTIN THE INSTALLATION, TESTING, OPERATION, AND/OR MAINTENANCE OF THE EQUIPMENTDESCRIBED. THIS DOCUMENT SHALL NOT BE REPRODUCED IN WHOLE OR IN PARTWITHOUT THE WRITTEN APPROVAL OF BAKER HUGHES.CopyrightAll information contained herein is believed to be accurate at the time of publication and is subject tochange without notice.Copyright 2021 by Baker Hughes Company. All rights reserved. PN 055201-167 REV AB.2 2021 Baker Hughes Company. All rights reserved.

ContentsAbout this Guide. 2Safety Information. 8Safety Symbols. 8SVI II AP Product Safety. 9General installation, maintenance or replacement. 9Intrinsically Safe Installation. 9Masoneilan Help Contacts. 10Installation and Set Up.11Introduction. 11Cover (I/P Module). 12Pneumatic Train and Cover (I/P Module, Relay). 12I/P. 12Relay. 12Manifold. 12Pneumatic Relay. 12SVI II AP Cover. 12I/P. 12Manifold. 12SVI II AP Cover. 12Electronics Module. 12SVI II AP Assembled. 12Electronics Module. 12Using the Quick Start Guide. 13Single Acting Positioner. 14Double Acting Positioner. 15Pushbuttons and Local Display. 16Pushbuttons. 17Pushbutton Locks and Configuration-Lock Jumper. 18Hardware Configuration Lock. 19ValVue Software. 20System Requirements. 20ValVue and SV II AP DTM Trial Version. 20Masoneilan Software Download. 21Download and Install the SVI II AP DTM. 23Mounting the SVI II AP. 25Mounting the SVI II AP on Rotary Valves. 26Mounting the SVI II AP on a Rotary Actuator. 26 2021 Baker Hughes Company. All rights reserved.Masoneilan SVI II AP Digital Positioner Quick Start Guide 3

Travel Sensor Alignment. 28Dismantling the SVI II AP from Rotary Valves. 29Mounting the SVI II AP on Reciprocating Valves. 29Mounting the SVI II AP on a Reciprocating Actuator. 29MS Flat head screw. 29Pin. 29Dismantling the SVI II AP from Reciprocating Valves. 32Checking the Magnet. 33Performing a Visual Inspection. 33Installing the SVI II AP for Double- Acting Operation. 34Connecting the Tubing and Air Supply. 37Natural Gas Supply Considerations. 37Installation Procedure. 39Connecting the Air Supply. 40Wiring the SVI II AP. 41Connecting to the Control Loop. 41Wiring a Position Retransmit. 42To connect:. 42To troubleshoot retransmit connections:. 42Wiring Guidelines. 42When wiring a position retransmit:. 43SVI II AP Setups. 44Grounding Practices. 44Compliance Voltage in Single Drop Current Mode. 45Verify Wiring and Connections. 45Check Out, Configuration and Calibration. 47Overview. 47Inspecting Actuator, Linkages, or Rotary Adapter. 47Verifying Mounting and Linkage Adjustment. 48Checking the Magnet. 48Performing a Visual Inspection. 48Using ValVue to Check Magnet Position. 49Checking the Air Supply. 50Checking the Electronic Module Connections. 50Operational Checkout. 52Connecting to the Current Source. 52Powering Up the SVI II AP. 524 2021 Baker Hughes Company. All rights reserved.

Configuration. 54Notes on Aggressiveness. 54Setting Aggressiveness. 54Aggressiveness Dynamic. 54Configuration with Pushbuttons. 55Viewing Configuration Data. 55Configuration Menu. 56Viewing Status Messages. 57VIEW DATA Settings. 57Calibration. 58To calibrate the SVI II AP:. 58Calibration Menu. 59Auto Tune. 60To auto tune the SVI II AP:. 60Proceed with the following steps:. 63Maintenance. 65Repair. 65Tools Needed for Cover Replacement. 65Display Cover Removal and Installation. 65Removing the SVI II AP Display Cover. 66Installing the SVI II AP Display Cover. 66Appendix A: Specifications and References. 69Physical and Operational Specifications. 69Hazardous Location Installation. 75Spare Parts. 75Appendix B: Optional Switch Load Limits. 80General Configuration Notes. 80Appendix C: Burst Mode. 83The Burst mode can send the following commands:. 83Appendix D: Determining an SVI Positioner Compliance Voltage in aControl.Compliance Test Set-Up.87-88 2021 Baker Hughes Company. All rights reserved.Masoneilan SVI II AP Digital Positioner Quick Start Guide 5

Document ChangesVersion/DateChangesH/12-2010Changes ES-699 doc to Rev N. See Appendix AJ/03-2011Changes ES-699 doc to Rev P. See Appendix AK/12-2011Added description and procedures relevant to introduction of the high throughput version.ES-699 updated.L/10-2012Changed the specifications to reflect single acting supply pressure of up to 100 and doubleacting up to 150 psi.M/09-2013Added the Load Limits sections and a cross reference to it from the wiring installation.Updated ES-699 to Rev. Y.N/10-2015Updated the Load Limits section.Updated ES-699 to Rev. AA.Updated Disclaimer statement.Added information on position retransmit switches.Removed Remote Positioner Installation.P/12-2015Added section and Warning on installation in a natural gas environment.Update the ES-699 to Rev. AB.Added instructions for wiring Position Retransmit.Changed references to ValVue software to reflect ValVue 3.Added Device Identification information.R/04-2016Made changes to indicate upgrades for HART 7 (Squawk command and firmware areas).T/09-2016Note: Rev S skipped.Changed firmware references for 3.2.7/5.1.3.Changed download site throughout.U/03-2017Added section on compliance voltage testing.Changed references to HART Foundation to Field Comm.Changed software download section.Added Notes on Aggressiveness.Added note on DI and PV switch use.Updated ES-699 to Rev AC.V/12-2017Updated Optional Switches section.Updated Intrinsic Safety images.Added notes for PV and DI to card interface drawing.Change ES-699 to Rev AD.W/01-2018Updated Optional Switches section.Y/06-2018Note: Rev X skipped UpdatedOptional Switches section.Addedhelp contacts.Amended Burst mode sections and added Tri-loop configuration.AA/01-2020Note: Rev Z was skipped.Updated ES-699 to Rev AE.Rebranded to Baker Hughes standards.Changed torque for cover from 50 to 55.AB/08-2021ES-699 instructions removed.6 2021 Baker Hughes Company. All rights reserved.

2021 Baker Hughes Company. All rights reserved.Masoneilan SVI II AP Digital Positioner Quick Start Guide 7

Safety InformationThis section provides safety information and defines the documentation symbols.Safety SymbolsWARNINGCAUTIONIndicates a potentially hazardous situation,which if not avoided could result in seriousinjury or death.Indicates a potentially hazardous situation,which if not avoided could result ininstrument or property damage, or data loss.NOTEIndicates important facts and conditions.8 2021 Baker Hughes Company. All rights reserved.

SVI II AP Product SafetyThe SVI II AP digital valve positioner is intended for use with industrial compressed air or,natural gas systems only.NOTESee Hazardous Location Installation on page 75 for natural gas safetyinformation.Ensure that an adequate pressure relief provision is installed when the application of systemsupply pressure could cause peripheral equipment to malfunction. Installation must be inaccordance with local and national compressed air and instrumentation codes.General installation, maintenance or replacement Products must be installed in compliance with all local and national codes and standardsby qualified personnel using safe site work practices. Personal Protective Equipment (PPE)must be used per safe site work practices. Ensure proper use of fall protection when working at heights, per safe site work practices.Use appropriate safety equipment and practices to prevent the dropping of tools orequipment during installation. Under normal operation, compressed supply gas is vented from the SVI II AP to thesurrounding area, and may require additional precautions or specialized installations.Intrinsically Safe InstallationProducts certified as explosion proof or flame proof equipment or for use in intrinsicallysafe installations MUST BE: Installed, put into service, used and maintained in compliance with national and localregulations and in accordance with the recommendations contained in the relevantstandards concerning potentially explosive atmospheres. Used only in situations that comply with the certification conditions shown in this documentand after verification of their compatibility with the zone of intended use and the permittedmaximum ambient temperature Installed, put into service and maintained by qualified and competent professionals whohave undergone suitable training for instrumentation used in areas with potentially explosiveatmospheres. 2021 Baker Hughes Company. All rights reserved.Masoneilan SVI II AP Digital Positioner Quick Start Guide 9

WARNINGBefore using these products with fluids/compressed gases other thanair or for non-industrial applications,consult the factory. This productis not intended for use in life support systems.WARNINGUnder certain operating conditions, the use of damaged instrumentscould cause a degradation of the performance of the system whichmay lead to personal injury or death.Under certain operating conditions the SVI II AP High Flow unitcan produce noise levels greater than 85 dBA. Perform propersite monitoring and testing to verify the need for engineering oradministrative controls to eliminate or reduce hazardous noiselevels.Installation in poorly ventilated confined areas, with any potentialof gases other than oxygen being present, can lead to a risk ofpersonnel asphyxiation.Use only genuine replacement parts which are provided by themanufacturer, to guaranteethat the products comply with the essential safety requirements of the European Directives.Changes to specifications, structure, and components usedmay not lead to the revisionof this manual unless such changes affect the function and performance of the product.Masoneilan Help ContactsoEmail: svisupport@bakerhughes.comoPhone: 888-SVI-LINE (888-784-5463)10 2021 Baker Hughes Company. All rights reserved.

Installation and Set UpIntroductionThe SVI II AP provides for reliable operations of control valves with utmost simplicity in setupand commissioning. It is uniquely equipped with a non-contact travel sensor allowing foraccurate positioning and maintenance free operations. The pneumatic train of the SVI II AP is adual-stage amplification system with stainless steel wetted parts for durability.Intrinsically Safe, Flameproof and Explosion proof designs are offered as standard. TheHigh Flow version is capable of 2.2 Cv air throughput. Some of the SVI II AP options includemarine grade construction, local indicating LCD with push buttons for local calibration, positiontransmitter, discrete outputs, double-acting (not available for the High Flow version) and aremote mount position-sensing mechanism. Using HART eDDL and FDT-DTM technologies,the Masoneilan SVI II AP digital valve positioner provides interoperability with leading controlsystems suppliers.Figure 1 SVI II AP Digital Positioner 2021 Baker Hughes Company. All rights reserved.Masoneilan SVI II AP Digital Positioner Quick Start Guide 11

SVI II AP AssembledSVI II AP CoverPneumatic Train and Cover(I/P Module, Relay)I/PElectronicsModuleManifoldPneumatic RelayFigure 2 - SVI II AP ComponentsCover (I/P Module)I/PManifoldRelayElectronicsModuleSVI II AP CoverFigure 3 - SVI II AP High Flow Components12 2021 Baker Hughes Company. All rights reserved.

Using the Quick Start GuideThe SVI II AP Quick Start Guide is intended to help experienced field personnel install, setup,and calibrate an SVI II AP in an efficient manner. This document provides basic installation andsetup instructions and is not intended to replace the in-depth information contained in the SVI IIAP Instruction Manual, downloadable at valves.bakerhughes.com/resource-center.If you experience problems that are not documented in this guide refer to the SVI II APInstruction Manual, or call your local Baker Hughes representative. Sales offices are listed onthe last page of this document.Compliance voltage testing is best done before installation. See Determining an SVIPositioner Compliance Voltage in a Control System on page 87.The steps necessary to complete the SVI II AP installation and software setup are outlined inTable 1.Table 1 - SVI II AP Installation StepsStepNo.123ProcedureReferenceAttach mounting bracket to the actuator.See page 29 for rotary valve andreciprocating valve instructions.Install the SVI II AP magnetic assembly(rotary valves only).See page 29 for instructions.Assemble the SVI II AP on the bracketthat is mounted to the valve actuator.See page 29 for rotary valve andreciprocating valve instructions.See Masoneilan Valve SolutionsRemote Position Sensor Quick StartGuide for instructions.See page 37 for instructions.See Natural Gas SupplyConsiderations on page 37 fornotes on naturals gas installation.4Install the Remote Position Sensor, ifnecessary.5Connect the pneumatic tubing to the SVIII AP.6Connect the air supply to the SVI II AP.See page 37 for instructions.7Connect the positioner to the HART Control Loop segment by installing theSVI II AP wiring.See page 41 for instructions.Configure/calibrate using ValVueTM.See page 54 and page 58 forinstructions.Configure/calibrate using a HART HandHeld Communicator.See page 59 for instructions.8WARNING Failure to adhere to the requirements listed in this manualmay cause loss of life and property.Before installing, using, or carrying out any maintenance tasksassociated with this instrument, READ THE INSTRUCTIONSCAREFULLY. Refer to Hazardous Location Installation onpage 75 of this guidefor detailed instructions. 2021 Baker Hughes Company. All rights reserved.Masoneilan SVI II AP Digital Positioner Quick Start Guide 13

Single Acting PositionerThe supply and output connections for the SVI II AP, located on bottom of the pneumatic block,are tapped 1 4” NPT. The output port 1 is toward the front while the supply is toward the back.Two pressure gauges, output on top, supply port on bottom, are located on the front of thepneumatic block.The supply and output connections for the SVI II AP High Flow (Figure 5 on page 16), locatedon bottom and leftside of the pneumatic block, are tapped 1 2” NPT.Maximum allowable air supply pressure to the SVI II AP varies according to actuator, valve size,and valve type. Refer to the serial plate of the valve to know the specified supply pressure; itmust never be less than the maximum spring pressure 5 psi.OutputSupplyFigure 4 - Air Ports on Single Acting PositionerOutputSupplyFigure 5 - SVI II AP High Flow Air Ports on Single Acting Positioner14 2021 Baker Hughes Company. All rights reserved.

Double Acting PositionerConnect Output 1, labeled ( I) to the inlet port of the actuator and Output 2, labeled ( II) tothe opposing actuator port (see Figure 6).Output IOutput IISupplyFigure 6 - Air Ports on Double Acting Positioner 2021 Baker Hughes Company. All rights reserved.Masoneilan SVI II AP Digital Positioner Quick Start Guide 15

Pushbuttons and Local DisplayThis section covers the optional local interface consisting of the LCD alphanumeric display andpushbuttons. Operation of the SVI II AP Digital Valve Positioner as a local device is controlledthrough the optional device-mounted pushbuttons and digital display, shown in Figure 7 onpage 17. Using the display you can read the input signal, valve position, and actuator pressure.The display sequences from one variable to the next every 1.5 seconds.Using the pushbuttons you can exit from operating mode at any time and step through amenu structure to perform a wide range of manual operation, calibration, configuration, andmonitoring functions that are described later in this section.ValVue is used to perform all diagnostics functions. The pushbuttons do not support diagnosticsfunctions.The SVI II AP has two operational modes: Normal Operating mode and Manual mode and twosetup modes, Configuration and Calibration. The SVI II AP also has two modes for handling offaults and power-up: Reset and Failsafe. When commissioning or checking a control valve withSVI II AP fully installed the following steps are recommended: Change mode to Manual mode Examine and adjust all CONFIGuration items Enter Calibration mode Run STOPS to automatically calibrate stroke Run autoTUNE to set dynamic response Examine the device STATUS Introduce manual set point changes to verify dynamic performance16 2021 Baker Hughes Company. All rights reserved.

PushbuttonsThe local pushbuttons are located behind a hinged cover, directly below the display window. Toopen the cover loosen the screw and swing the cover down. Always re-fasten the cover afteruse to protect the pushbuttons from environmental contamination.The three pushbuttons perform the following functions:* Left Button - Marked with , permits you to select oraccept the value or parameter optioncurrently displayed.– Middle Button - Marked , permits you to move back through the menu structure to theprevious item in themenu or decrement the value currently shown in the digital display. Whenused to decrease a displayed value, holding the button down causes the value to decreaseat a faster rate. Right Button - Marked , permits you to move forward through the menu structure to thenext item in the menu,or to increment the value currently shown in the digital display. Whenused to increase a displayed value holding this button down causes the value to increase ata faster rate.NOTEWhen an exclamation point (!) appears in the SVI II APdisplay window, it indicates that there is instrument statusavailable.*(Select)(Back) (Forward)Figure 7 - SVI II AP Display Pushbuttons 2021 Baker Hughes Company. All rights reserved.Masoneilan SVI II AP Digital Positioner Quick Start Guide 17

Pushbutton Locks and Configuration-Lock JumperBefore performing any of these functions with the local display you must first ensure that thepushbuttons are placed in the unlocked mode using ValVue. The positioner is provided in theunlocked mode. See ValVue documentation for more details.The SVI II AP offers several levels of accessibility. It may be desirable, after initial setup, tolock the pushbuttons so that the SVI II AP parameters cannot be inadvertently changed by thebuttons. Several levels of pushbutton locks are provided.Table 2 - Pushbutton Lock Security LevelLevelAccessSecurity Level 3Allow Local Buttons: Buttons on the SVI II AP are fully enabled.Security Level 2Lock Out Local Calibration and Configuration: Use the buttons toperform operations in normal operating mode and manual mode. Donot go to configure or calibrate mode.Security Level 1Lock Out Local Manual: Examine variables in normal operating modebut do not put the valve in manual operating mode. Access to calibrateor configure modes is not available.Security Level 0Lock Out All Buttons: The buttons are disabled (level 0).18 2021 Baker Hughes Company. All rights reserved.

Hardware Configuration LockAdditional security is achieved using the hardware configuration-lock jumper shown in Figure8. When set to the secure position, shorting the two-pin header, configuration and calibrationare not permitted by the local interface or by remote communications. Pushbuttons, ValVueand handheld are locked out, except to examine configuration, calibration, and position. This issimilar to Security Level 1 shown in the Pushbutton Lock Security Level table.Configuration LockJumperPosition RetransmitSolid State SwitchSW #2Solid StateSwitch SW#1Process Variable(not used)Digital Input(enabledusing SMARTsAssistant)Remote PositionSensor Input4-20 mA InputSignalDisplayFigure 8- Connections to Electronics Module (via Terminal Board)NOTEThe PV (Process Variable is not used for the SVI II AP. TheDigital Input (DI) is activated using SMARTsAssistant, whichis downloaded he DI switch is a dry con

Masoneilan SVI II AP Digital Positioner Quick Start Guide 9 SVI II AP Product Safety The SVI II AP digital valve positioner is intended for use with industrial compressed air or, natural gas systems only. See Hazardous Location Installation on page 75 for natural gas safety

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