Profiler Manual Version 5

8/3/2019 Profiler Manual Version 5

1/75

Profiler User Manual Version 5 - 1 -

PPPRRROOOFFFIIILLLEEERRRAAADDDVVVAAANNNCCCEEEDDDVVVAAALLLVVVEEEDDDIIIAAAGGGNNNOOOSSSTTTIIICCCTTTEEESSSTTTSSSYYYSSSTTTEEEMMM

User Manual

SofTek Engineering, LLCComputer Based Instrumentation

826 N. 100 E., Building 3BSpanish Fork, Utah 84660801-794-0035


2/75


Using This Manual ...............................................................5Profiler Overview & User Environment ..................................... 7Profiler Hardware Connections ................................................ 8

Launching Profiler ................................................................. 15

Profiler Configuration ...................................................... 19

Database Search .............................................................. 23

ValveInformation............................................................. 26

Calibration ....................................................................... 31

Valve Profile Test ............................................................. 35

Frequency Response Test .............................................. 39


3/75


Hysteresis Test ................................................................. 41

Resolution Test ................................................................ 44

Sensitivity Test................................................................. 46

Step Response Test......................................................... 48

Stroke Speed Test............................................................ 51

Transducer Test ............................................................... 54

Deadband.......................................................................... 57

Mini Cal ............................................................................. 59


4/75


Sequencer ......................................................................... 60

Custom.............................................................................. 61


5/75


Using This Manual

Caution: This icon marks items that may pose a risk to the user or equipment.

Extra care and attention should be given to these items.

Note: This icon denotes an item of extra importance.

Tip: The tip icon denotes items that can make using the Profiler Suite easier

Important Information

Caution: When using string potentiometers, the cable must never be allowed to

snap back, doing so may cause damage to the cable or pot. As a resultthe potentiometer may become inaccurate or none functioning, if this

happens the device must be sent back for calibration and/or repair.

Caution: In the windows display properties under power, there is a feature called

(Hibernate), set to disable. This feature must remain in the disabled

state, if the computer goes into hibernate while profiler is runningwindows will cause an interrupt and the data acquisition card to be

disabled. If this happens the computer must be shut down and restarted

to reinitialize cards..

Caution: When running on batteries and the power runs out, windows will go into

shutdown mode. Once power has been reestablished, it is possible that

windows may shut down the data acquisition card. The computer mustbe shut down and restarted to reinitialize the cards.

Note: Printouts will print to the default printer on the computer. If a default

printer has not been selected or drivers not installed properly errors willoccur during printing.

Tip: To save time when testing, use the information screen to enter all data(and save the file) on each valve before testing begins. This is especially

important if you are testing in the field on a service call.


6/75


Profiler Overview & User Environment

ProfilerAdvanced Valve Diagnostic Test System was designed to be the most flexible,powerful and easy to use control valve test system available.

Profiler System

Each Profilersystem consists of the following:

Rugged Case with Telescoping Arm/Wheels

Computer

Computer Backpack (field service) DAQ Card

Fieldbus Card

HART Modem Rugged Interface Box

4 String Potentiometers (2 - 6, 16 and 30) Stroke Length

2 String Potentiometer Mounting Straps

Attachment Fixture kits (1-Linear and 1-Rotary) 1 String Potentiometer Cables (6)

1 String Potentiometer Extension Cable (10)

6 String Potentiometer Linkage Cables 4 Pressure Transducers

o 3 (0-150 psi)

o 1 (0-30 psi) 4 Pressure Transducer Cables (6)

4 Pressure Extension Cables (10)

1 Signal Cable (6) 1 Signal Cable (10)

3 Passive Monitor Cables (5)

1 Fieldbus Cable 4 Pressure Transducer Quick Connect Fittings User Manual


7/75


Hardware

Pressure TransducersFour pressure transducers are included in the rugged system.

Red and green pressure transducers (0-150 psi) are used in reading actuatorpressures and in the calculation of friction. Red is also used for diaphragm actuator

pressure readings.

Yellow pressure transducer (0-30 psi) is used for calibrating and reading I/Ppressures.

Gray pressure transducer (0-150 psi) is used for reading supply pressures.

String Potentiometers

2 - 6 string potentiometers are used on linear valves with a stroke length of 6 or

under (noted by a black or a blue stripe). It will also be used for calculating rotaryvalve stroke and accuracy.

16 string potentiometers are used on linear valves with a stroke length over 6 and

under 16 (noted by a white stripe). 30 string potentiometers are used on linear valves with a stroke length over 16 and

under 30 (noted by a orange stripe).


8/75


Fixture Hardware Linear/Rotary

Basic hardware includes (3) take-off arm shafts, (2) rotary shaft clamps, and (16) clamp

inserts, (2) small U-clamps, (1) large U-clamp, vise grips, Bessey clamp, and variousadapters. The included hardware allows the user to easily attach to most valves.

Take-off arms are used to attach the string potentiometer to the actuator. (4) differentthreaded adaptors are included for attaching to the stem clamp/pillow block anddiaphragm actuators. The slider hook secures the cable from the potentiometer.

(2) rotary shaft clamps are provided and are used for measuring degrees of rotation.The 3.375 OD clamp is used for larger rotary yoke envelopes and will accommodateall (16) clamp inserts (the 3.375 OD must be entered into the configuration screen to

be accurate). The 2 OD clamp is used for smaller rotary yoke envelops and willaccommodate the (7) smallest ID inserts (again, the 2.0 OD must be entered into

the configuration screen for accuracy).

(2) straps are provided for attaching string potentiometers to linear and rotaryactuators. Straps are 3 and 5 feet in length and may be combined if needed.


9/75


Extension cables are included to lengthen the string potentiometer cable when

necessary. This insures that the string potentiometer will not extend beyond itsfeedback range and allows for proper setup and attachment to linear take-off arms or

rotary.

Cables

Interface Box

An interface box is provided for interconnecting the test system to the pressure

transducers. The 6 cable is connected from the computer to the interface box.

10 Extension Cables(Pressure Transducers and Position)

6 Signal Cable

6 Interface Cable from Box toComputer

6 Cables(Pressure Transducers and Position)


10/75


Signal

The top left 2-pin connector is for analog signals only.

The top right 2-pin connector is for Fieldbus positioners only.

Caution: Should be taken not to get the Fieldbus and analog signals mixedup. Damage to the box or positioner may occur.

Position

The left 4-pin blue (main) connector is for the position or string potentiometer.

The right 4-pin blue (spare) is not used at this time.

Pressures

Red 4-pin is for diaphragm valves and top actuator on piston valves.

Yellow 4-pin is for I/P signal pressure only.

Green 4-pin is for the bottom pressure on piston valves.

Gray 4-pin is for supply pressure.

Monitor mA (passive monitoring only)

0-25mA signal for monitoring current.



Monitor+/- 10VDC (passive monitoring only)

1 +/- 10 volt DC

2 +/- 10 volt DC

Solenoid Relay (testing solenoid or on/off valves)

Fieldbus connection

2 pin black Fieldbus connector just above the 68-pin connector at the bottom of the

interface box.


11/75


Interface Cable connector

68-pin connector just below the 2- pin black Fieldbus connector at the bottom of the

interface box.

Data Acquisition/Fieldbus Card Connections

Proper computer connection (below), the stainless steel connector is for the data

acquisition card. When testing analog (4-20mA) valves, the bottom connection is the

only one needed. The Velcro strain relief must be securely attached to the bottom ofcomputer and top screws tightened to ensure that the cable is secured to the data

acquisition card.

The PCMCIA strain relief that clamps the connectors is necessary to ensure that cards

are not pulled out of socket. The strain relief has a stiff Velcro and will hold the cablessecure during testing.

Note: Cards are made to be installed and un-installed. However, It is best to

leave them in the sockets at all times, ensuring they are configuredand initialized properly.


12/75


Attaching to Linear Valves

Figure 1: using a threaded adapter that attaches to the extra thread on the stem

clamp (secure).

Figure 2: using the takeoff arm to attach the string potentiometer with the U-clamp

that is attached to the lip of the diaphragm of a Masoneilan valve. This method will

work for any diaphragm valve regardless of the manufacturer.

Figure 3: take-off arm attached to the follower arm. This method will work for other

manufactures valves with similar setup. Verify that it has been tightened andsecured for accurate feedback on the position sensors.

Note: Configuration will be the same for air to open as well as air to close.

Position transducers are rugged but are calibrated delicateinstruments and should be handled with care.

Figure 2Figure 1


13/75


Attaching to Rotary Piston Actuators

The rotary shaft clamp has (16) different clamp inserts to accommodate varying shaft

sizes. The string potentiometer and rotary shaft clamp must be lined up vertically (seefigure 4). This ensures that during actuation the string is pulled out in a straight linearmotion. The rotary shaft clamp has a groove on the OD for the attachment wire, which

provides a place for the extension wire to run.

Figure 3

Figure 4


14/75


Attaching to Fisher Linear Diaphragm Valves

There are many manufacturers of diaphragm valves and therefore many configurations

and ways to attach the string potentiometer to the valve.

Figure 5, 6 and 7 show different clamps, straps and slide combinations. The clamp can

be attached to the actuator in any position around the valve. The slide allows the user to

set up the string potentiometer and hold firmly to the shaft (rotates 360), which providesmore flexibility during setup.

Note: It is very important that the string potentiometer is setup so that thestring extends and retracts in linear motion and not off to the side.

This can put undue ware on the string.

The take-off arm is attached to the pillow block on the stem. This provides a stable andsolid hook up. The takeoff arm also has a slider for flexibility in setup.

Figure 5, 6 and 7 show the string potentiometer used with a U-clamp, vise grips andattached with a strap. This allows the user to pull the strap tight until the string

potentiometer is secure and directly over the slide. Using these methods gives the user

the flexibility of positioning the string potentiometer in almost any configuration.

Figure 5 Figure 6


15/75


Note: To see additional attachment pictures for all manufactures go towww.softekeng.com and down load the Valve attachment folder.

Figure 7

Note: Regardless of the

attachment method usedthe string potentiometer

must be secured before

attaching the hook to theslide of the take-off arm.Only when all fixtures are

lined up should the slider

thumbscrew be tightened(see caution below).

Caution: There is no need to use

pliers, which can

damage the shaft -finger tight works best.All fixtures have been

designed to eliminate

the need for hand tools.


16/75


Launching Profiler

To launch the ProfilerTest Suite Double click on the ProfilerIcon . The Log on

will be seen. Enter the user name and password, click the appropriate control buttonlocated in the bottom right corner of the screen.

ProfilerLog In Screen

Configuration

User Name: Name of as entered by the administrator.

Password: Password for the user as assigned by administrator.

Language: English no other languages are available at this time.


17/75


Control Buttons

Log On: Name of as entered by the administrator.

Note: Must use the administrator user name and password to accessthis screen.

Accounts: Enter the Accounts Management Screen

Exit: Exit and close Profiler

Note: User name and passwords are case sensitive.

Default log on is.

User name: administrator

Password: administrator

Tip: Profilerhas shortcut keys assigned to most functions. Theseshortcut keys are shown on or near the button, and are typically

assigned to one of the 12 function keys located at the top of thekeyboard. Tapping the corresponding shortcut key is the sameas moving the mouse cursor over the button and clicking the

button.


18/75


Accounts Management Screen

Only the administrator is allowed to access this screen, add or edit user names and

passwords. To open the Accounts Management Screen log in with the User Name

administrator. In the password field type the administrator password and click on theaccounts button.

Note: On new systems the administrative password is administrator.

It is recommended that the administrator select a newpassword after logging in the first time.

Accounts Management Screen

The accounts management screen is used to assign users a password and securitylevel. In addition, the administrator password can be changed in this screen.

Configuration

Administrative Password

The current administrative password is shown in the top left corner of the screen. Tochange enter the new administrative password in the lower left corner of the screen inthe field labeled New Administrative Password.


19/75


Caution: Care must be taken to remember the administratorpassword. If forgotten or entered incorrectly SofTek

Engineering must be contacted to get a default file and allusers and passwords must be re-entered.

User Table

User Name: Name to be used by tester for login and on reports. Unique name should

be assigned for each person who will have access to Profiler.

Password: Password assigned to user. In order to login the password must be an

exact match to the password assigned to the user in the User Table.

Security: Each user is assigned a security level, which will limit access to certain

features, or allow access to more advanced features. Assign a securitylevel to each user accordingly:

Security Level 1: can only run test in default setting norights given.

Security Level 2: not used at this time.

Security Level 3: given all rights to change test parameters and default

settings.

To add or edit any user simply click on the appropriate cell in the User Table and add oredit as desired.

Note: User names and passwords are case sensitive.


20/75


Configuration

In order for the Test Software to accurately report position and pressure readings,

calibration constants for each pressure transducer are stored in the system. SofTekenters the information for each pressure transducer during the installation of the

ProfilerSystem, and constants must be updated after the transducer is calibrated, orreplaced.

The Setup Screen has 3 tabs labeled Scalefactor, Pass/Fail and System Setup. Click onthe Scalefactor tab, the following screen should now be visible.

Scale Factor Screen

Scale Factor Table Fields

Transducers: This column has 2 pull down Position transducers that are available.Main is the only one that is in use at this time. Pressure transducers

are fixed and cannot be edited.

Serial Number: SofTek assigns each transducer a serial number.

Colors: The pressure transducers are color coded for easier identification.


21/75


Scale Factor: The scale factor is determined at the time the pressure transducers

and position sensors are calibrated. The ProfilerSystem uses thisvalue to accurately measure valve movement and actuator pressures.

Offsets: For calibration only, not for user to edit.

Click on the System Setup tab, the following screen should now be visible.

System Setup Fields

Engineering Units: Select the desired engineering units to be used. SAE and

Metric units are currently available.

Save Configuration As: Choose either the Tag (description) or Serial Number tosave current configuration.

System ID: When multiple Profilersystems will be sharing a commontest result database, a unique two-digit system ID number is

required. This information has been assigned by SofTekEngineering and must not be changedcontact SofTek

Engineering for permission.

Rotary Diameter: Only applicable to string potentiometers and used for

calculating rotary movement (example: 3.375 for large ODand 2.000 for small OD clamp inserts).

Pass/Fail: Can be enabled or disabled by user.


22/75


Interface Box: (2) different interface boxes are available and set up by

SofTek Engineering. User does not need to change.

Pressure: As engineering units are changed this selection will show

either PSI or Bar.

Travel: As engineering units are changed this selection will show

either inches or mm.

HART Comport: Assigns the comport number for HART (default for serialHART Modem is 1).


23/75


Pass/Fail Criteria

Click on the Pass/Fail tab. The Pass/Fail panel has tabs for each test, click on the tab of

desired test and fill in the minimum and maximum values for each parameter.

Pass/Fail Criteria Screen

Configuration

The left tab has different parameters that affect Pass/Fail criteria for each manufacturer.Each setup can be saved, once entered it will not have to be entered again, only

modified as needed. These files will automatically be imported as tests are run if the

enable button is selected and saved on the system setup tab. Information from

previously saved files will automatically fill in tables as selections are made from the pulldown menus.

Pass/Fail Criteria Table

The Pass/Fail Criteria Table contains a tab for each of the tests that the Profilersystemperforms. Each test lists the parameters measured. Enter the Pass/Fail Criteria for

individual parameters.

Note: For definitions of the parameters found on each test refer to the tests

section of the manual.


24/75


Control Buttons

Save & Exit: Click to save Pass/Fail Criteria and exit.

Restore Defaults: Click to restore test Pass/Fail Criteria back to defaults.

Defaults: Click to restore test criteria back to defaults.

Save & Exit: Click to save scale factors and exit.

Cancel: Click to exit without saving any changes.


25/75


Database Search

Profileris equipped with a powerful database, all test results and data are stored foreasy retrieval. Profilerhas tools built in to quickly find previous test results or toperform a comparison of multiple tests.

Database Search Tool

The Database Search Tool Screen is divided into three sections. The searchconfiguration is found on the left side of the screen, Test Result Table occupying thelargest portion of the screen, and the control buttons found at the top of the screen.


26/75


Search Configuration

Serial #: Enter the serial number of the valve (only tests performed on

valves with matching serial numbers will be shown).

Tag #: Enter the tag number of the valve (only tests performed on

valves with matching tag numbers will be shown).

Customer PO #: Enter customers purchase order number (only tests run onvalves with matching purchase orders will be shown).

Customer: Enter customer name (only tests performed on valvespurchased by the same customer will be shown).

Valve Manufacturer: Enter manufacturer (only tests with matching manufacturer will

be shown).

Test #: Enter test number (only tests with matching test numbers will beshown).

Tested By: Enter the testers name - login (only tests performed by the

specified tester will be shown).

Positioner: Enter the model of the positioner (only tests performed on valves

with that model of positioner will be shown).

Tip: Leaving a field blank will select all values for the given field. Usemultiple fields to narrow the search, for example selecting all valves

with a Logix Positioner, tested by John Doe, will result in all tests John

Doe has ran on valves with a Logix positioner.

Search Now: Will search for the specific field entered.

Get All: Will retrieve all tests under requested table name.

Print Review: Allows the user to review a specific test. Graphs are colored

and much easier to read when printed on a color printer.

Change Tables: Allows the user to select a different table (example: Customer

Name).

Create New Table: Allows the user to make a table for special testing.

Copy Selected Files: Allows the user to copy selected files by holding the shift key

and making multiple selections. This will create a table key withthe selected files.

Clear Selection: Clears table.Manually select: Allows user to select any test using windows explorer, bypassing

table search.

Note: Profiler is set to a default table, if the user changes or creates anew table it will now become the new default table and test willbe saved here.


27/75


Viewing tests

Profile Test view screen example (above). To print select the print button, the test

printout will be sent to the default printer in Windows.

To create a screen capture press the Image button and name the image when

prompted. A a .jpg file will be created in any folder that the user selected. Useful whena test must be forwarded via e-mail for analysis or save for future reference.

Additional graphs are available that separate the data and look specifically at the

positioners, I/P, travel, Pressures, etc.


28/75


Valve Information all Manufacturers (Analog)

The Valve Information Screen records specific information about the valve being tested.There are two types of information: Required Information, and Optional Information(which includes valve information, additional valve information and customer

information).

Required Information (found within the dark box) must be entered accurately in order for

the ProfilerTest Suite to properly control the valve during testing. Any remaininginformation is optional, however, filling in all fields with the correct information will make

searching the test result database much more efficient. Many manufacturers and theirapplicable information have already been entered. If a specific manufacturer is not listed

use the other tab.

Please contact SofTek Engineering to request implementation of additional valve

manufacturers information.

Valve Information Screen (Analog)


29/75


Required Information

Actuator Type

Diaphragm choose this option if the valve actuator is a diaphragm type.

Cylinder choose this option if the valve actuator is a cylinder type.

Air Action

Air to Open (ATO) select this option if air must be applied to the valve in order for itto open.

Air to Close (ATC) select this option if air must be applied to the valve in order for itto close.

SignalSource

4-20 mA select this option if the positioner to be tested requires a 4-20, 4-12, and12-20 mA current source.

10-50 mA select this option if the positioner to be tested requires a 10-50 mA

current source.

Note: This signal source is not available on Fieldbus Positioners.

Type

Linear select this option for linear actuated valves.

Rotary select this option for rotary actuated valves.

NominalStroke

For linear actuated valves enter the expected nominal stroke in inches.

For rotary actuated valves enter the expected nominal stroke in degrees.

Note: Profilerautomatically sets the units to inches or degreesbased on the Type selection.

Seat (Trim) DiameterEnter diameter of the seat/trim of valve to be tested (units are in inches).

Actuator Size (in2)

Enter the actuator size of valve to be tested.

Valve InformationAll fields in this area are optional, however, it is recommended that they be populated as

this information is attached to the test results and can make data management easier.

Tip: If a new profile must be created, selecting a configuration that issimilar to the new configuration and editing information fields

that are incorrect will save time.


30/75


Serial #

Enter the valve serial number.

Valve Mfgr

Click on either the box or the drop down arrow and select a valve manufacturer from thelist.

DateProfiler automatically populates this field with the current date, based on the host PCs

system calendar.

TimeProfiler automatically populates this field with the current time, based on the host PCs

system clock.

ValveDescription/Comments

This field is for any additional information that the user feels should be included with test

results. For example: special configurations or unusual test parameters.

Tip: Include in the Valve Description/Comments field any information

that may not be available in the drop down boxes of other fields.For example, if the valve has a unique packing material select

other for packing material and enter actual material used in theValve Description/Comments box.

Additional Information

All fields is this area are optional, however, it is recommended that they be populated asthis information is attached to the test results and can make data management easier.

Flow Direction

Click on either the box or drop down arrow and select a flow direction from the list. Ifnone of the options are appropriate select Other.

Flow Characteristic

Click on either the box or drop down arrow and select a flow characteristic from the list.If none of the options are appropriate select N/A.

Pressure Class

Click on either the box or drop down arrow and select the pressure class from the list. Ifnone of the options are appropriate select Other.

Hand Wheel OrientationClick on either the box or drop down arrow and select Hand Wheel Orientation from the

list. If none of the options are appropriate select None.

Positioner Type

Click on either the box or drop down arrow and select positioner from the list. If none of

the options are appropriate select Other.

TypeClick on either the box or drop down arrow and select valve type from the list. If none ofthe options are appropriate select Other.


31/75


Body Size

Click on either the box or drop down arrow and select body size from the list. If none ofthe options are appropriate select Other.

Packing MatlClick on either the box or drop down arrow and select packing material from the list. If

none of the options are appropriate select Other.Pbal Seal Matl

Click on either the box or drop down arrow and select seal material from the list. If none

of the options are appropriate select N/A.

Solenoid Mfgr

Click on either the box or drop down arrow and select solenoid manufacturer from the

list. If solenoids are not used select None. If none of the options are appropriateselect Other.

Fail Mode

Click on either the box or drop down arrow and select fail mode from the list. If none of


CV

Enter the CV rating of valve.

QuickExhaustEnter the quick exhaust rating of valve.

BoosterIf boosters are used enter booster information here.

Customer InformationAll fields in this area are optional, however, it is recommended that they be populated as


PlantName

Enter the name of the plant or facility that valve is assigned to.

Location

Enter the location of the plant or location within the plant that valve is assigned to.

Unit Name

Enter unit name valve is assigned to.

Valve ApplicationEnter the application for which the valve is used.

Return #If a return number was given for the customer, enter information here.

Year of InstallationEnter the year the valve was placed in service/installed.

Once information is entered select the save button, this will open a Windows File DialogBox. System will default to the valve serial number or tag number depending on the

selection made in the configuration screen under the System Setup tab. Find file thenclick, OK. If asked to replace choose YES.


32/75


Recall will open a dialogue box where the user can select previously saved

configurations. This will save the user time (file can be edited and saved if needed).

If the cancel button is selected, and the information was not saved in a configuration file,the next time valve is tested the information will be lost.


33/75


Valve Information (HART)

Note: At this time Flowserve positioners Logix 3200IQ, 1200, 1210,520 and 500 are available for setup and configuration. Fisher

DVC6000h and DVC5000h positioners are next to be added to

the information and setup screen. HART Positioners that arenot available can still be tested but the download (Read) andupload (Write) of information is not available. To test the

positioner must be in ANALOG MODE, go into analog from the

main screen, choose the information screen and select theinformation as if you were testing an analog positioner.

Valve Information Screen (HART)

Note: The save and recall buttons are similar to the analog

information screen. Default button puts in default informationif needed. The Read button reads the information from thepositioner and the Write button writes the information to the


34/75


positioner. Once the information has been selected download

(Write) to positioner and save the configuration file.


Actuator Type

Diaphragm Choose this option if the valve actuator is a diaphragm type. Cylinder Choose this option if the valve actuator is a cylinder type.

Air Action

Air to Open (ATO) Select this option if air must be applied to the valve in order for itto open.

Air to Close (ATC) Select this option if air must be applied to the valve in order to

close the valve.

SignalSource

4-20 mA Select this option if the positioner to be tested requires a 4-20, 4-12, and12-20 mA current source.

10-50 mA Select this option if the positioner to be tested requires a 10-50 mA

current source.

Type Linear Select this option for linear actuated valves

Rotary Select this option for rotary actuated valves.

NominalStroke

For linear actuated valves enter the expected nominal stroke in inches.

For rotary actuated valves enter the expected nominal stroke in degrees.

Note: Profilerautomatically sets the units to inches or degrees

based on the Type selection.

Seat (Trim) DiameterEnter the diameter of the seat/trim of the valve to be tested (units are in inches).

Actuator Size (in2)Enter the actuator size of the valve to be tested.

Valve Information

All fields in this area are optional, however, it is recommended that they be populated asthis information is attached to the test results and can make data management easier.

Tip: If a new profile must be created, selecting a configuration that issimilar to new configuration, and editing the information fields

that are incorrect can save time.

Serial #Enter the valve serial number.


35/75


Valve Mfgr

Click on either the box, or the drop down arrow and select a valve manufacturer from thelist.

DateProfiler automatically populates this field with the current date, based on the host PCs

system calendar.

Time

Profiler automatically populates this field with the current time, based on the host PCssystem clock.

ValveDescription/Comments

This field is for any additional information that the user feels should be included with testresults. For example: special configurations or unusual test parameters.

Tip: Include in the Valve Description/Comments any information that

may not be available in the drop down boxes of other fields. Forexample, if the valve has a unique packing material select otherfor packing material and type the actual material used in theValve Description/Comments box.

Additional Information

All fields is this area are optional, however, it is recommended that they be populated asthis information is attached to the test results and can make data management easier.

Flow Direction

Click on either the box or the drop down arrow and select a flow direction from the list. Ifnone of the options are appropriate select Other.

Flow Characteristic

Click on either the box or the drop down arrow and select a flow characteristic from thelist. If none of the options are appropriate select N/A.

Pressure ClassClick on either the box or the drop down arrow and select the pressure class from the

list. If none of the options are appropriate select Other.

Hand Wheel Orientation

Click on either the box or the drop down arrow and select Hand Wheel Orientation fromthe list. If none of the options are appropriate select None.

Positioner TypeClick on either the box or the drop down arrow and select type of positioner from the list.

If none of the options are appropriate select Other.

Type

Click on either the box or the drop down arrow and select the valve type from the list. Ifnone of the options are appropriate select Other.


36/75


Body SizeClick on either the box or the drop down arrow and select the body size from thelist. If none of the options are appropriate select Other.

Packing MatlClick on either the box or the drop down arrow and select packing material fromthe list. If none of the options are appropriate select Other.

Pbal Seal MatlClick on either the box or the drop down arrow and select the seal material fromthe list. If none of the options are appropriate select N/A.

Solenoid Mfgr

Click on either the box or the drop down arrow and select the solenoid manufacturerfrom the list. If solenoids are not used select None. If none of the options are

appropriate select Other.

Fail Mode

Click on either the box or the drop down arrow and select the Fail Mode from the list. Ifnone of the options are appropriate select Other.

CVEnter the CV rating of the valve.

QuickExhaustEnter the quick exhaust rating of the valve.

BoosterIf boosters are used enter the booster information here.

Customer Information

All fields in this area are optional, however, it is recommended that they be populated asthis information is attached to the test results and can make data management easier.

PlantNameEnter the name of the plant or facility that the valve is assigned to.

Location

Enter the location of the plant or the location within the plant that the valve is assigned

to.

Unit NameEnter unit name the valve is assigned to.

Valve ApplicationEnter the application for which the valve is used.

Return #

If a return number was given for the customer, enter information here.

Year of Installation

Enter the year the valve was placed in service/installed.


37/75


Once all information is entered, select the save button, this will open a Windows File

Dialog Box. System will default to the valve serial number or tag depending on theselection made in the configuration screen under System Setup tab. Find file then click

OK, if asked to replace select YES.

Recall will open a dialogue box where the user can select previously saved

configurations. This will save the user time (file can be edited and saved if needed).

If the cancel button is selected and the information was not saved in a configuration file,

the next time this valve is tested the information will be lost.

Valve Information (Fieldbus)

Valve Information Screen (Fieldbus)


Actuator Type

Diaphragm choose this option if the valve actuator is a diaphragm type.

Cylinder choose this option if the valve actuator is a cylinder type.


38/75


Air Action

Air to Open (ATO) select this option if air must be applied to the valve in order for itto open.

Air to Close (ATC) select this option if air must be applied to the valve in order toclose the valve.

SignalSource

4-20 mA select this option if the positioner to be tested requires a 4-20, 4-12, and

12-20 mA current source.

10-50 mA select this option if the positioner to be tested requires a 10-50 mAcurrent source.

Note: This signal source is not available on Fieldbus Positioners.

Type

Linear select this option for linear actuated valves Rotary select this option for rotary actuated valves.

NominalStroke For linear actuated valves enter the expected nominal stroke in inches. For rotary actuated valves enter the expected nominal stroke in degrees.

Note: Profiler automatically sets the units to inches or degrees basedon the Type selection.

Seat (Trim) DiameterEnter the diameter of the seat/trim of the valve to be tested (units are in inches).

Actuator Size (in2)

Enter the actuator size of the valve to be tested.Valve Information (Left Panel of the Valve Information Screen)

All fields in this area are optional, however, it is recommended that they be populated as


SavedConfigurationsThe valve information is saved as a valve configuration each time the Valve Information

Screen is closed. To select a saved configuration click the drop down arrow and select

the desired configuration from list.

Tip: If a new profile must be created, selecting a configuration that issimilar to new configuration, and editing the information fields

that are incorrect can save time.

Serial #

Enter the valve serial number.


39/75


Valve Mfgr

Click on either the box, or drop down arrow and select a valve manufacturer from list.

Date

Profiler automatically populates this field with the current date, based on the host PCssystem calendar.

TimeProfiler automatically populates this field with the current time, based on the host PCs

system clock.

ValveDescription/CommentsThis field is for additional information that the user feels should be included with test

results. For example: special configurations or unusual test parameters.

Tip: Include in the Valve Description/Comments any information thatmay not be available in the drop down boxes of other fields. For

example, if the valve has unique packing material select other for

packing material and type the actual material used in the Valve

Description/Comments box.

Additional Information (Right Panel of the Valve Information Screen)All fields is this area are optional, however, it is recommended that they be populated as

this information is attached to test results and can make data management easier.

Flow DirectionClick on either the box or drop down arrow and select a flow direction from list. If noneof the options are appropriate select Other.

Flow Characteristic

Click on either the box or drop down arrow and select a flow characteristic from list. If

none of the options are appropriate select N/A.

Pressure Class

Click on either the box or drop down arrow and select the pressure class from list. Ifnone of the options are appropriate select Other.

Hand Wheel OrientationClick on either the box or drop down arrow and select Hand Wheel Orientation from list.

If none of the options are appropriate select None.

Positioner Type

Click on either the box or drop down arrow and select type of positioner from list. If none

of the options are appropriate select Other.

TypeClick on either the box or drop down arrow and select the valve type from list. If none of


Body SizeClick on either the box or drop down arrow and select the body size from list. If none of



40/75


Packing Matl

Click on either the box or drop down arrow and select packing material from list. If noneof the options are appropriate select Other.

Pbal Seal MatlClick on either the box or drop down arrow and select the seal material from list. If none

of the options are appropriate select N/A.Solenoid Mfgr

Click on either the box or drop down arrow and select the solenoid manufacturer from

list. If solenoids are not used select None. If none of the options are appropriateselect Other.

Fail Mode

Click on either the box or drop down arrow and select the Fail Mode from the list. Ifnone of the options are appropriate select Other.

CV

Enter the CV rating of the valve.

QuickExhaustEnter the quick exhaust rating of the valve.

Booster

If boosters are used enter the booster information here.

Customer Information

All fields in this area are optional, however, it is recommended that they be populated asthis information is attached to test results and can make data management easier.

PlantNameEnter the name of the plant or facility that the valve is assigned to.

Location

Enter the location of the plant or the location within the plant that the valve is assigned

to.

Unit Name

Enter unit name the valve is assigned to.

Valve Application

Enter the application for which the valve is used.

Return #If a return number was given for the customer, enter information here.

Year of InstallationEnter the year the valve was placed in service/installed.

Once all information is entered click F1 found at the bottom right of the screen. This willopen a Windows File Dialog Box. System will default to the valve serial number and

location for the configuration file then click OK.

Recall F2 will open a dialogue box where the user can select previously savedconfigurations. This will save the user time (file can be edited and saved if needed).

Clear/Defaults F3 sets all to default setting.

If the cancel button is selected the information will be lost.


41/75


The NI-FBUS Configuration Manager (pictured below) will automatically start when

testing a Fieldbus Positioner. If it is not running there will be no communication betweenthe positioner and Fieldbus Card in the computer.

Profiler currently uses version 3.1, do not upgrade without contacting SofTekEngineering.

When positioner has been selected to attach and communicate with the following screen

will appear. This is a delay that allows the positioner time to power up and initializebefore Profiler begins communication. This window will appear with all digitalpositioners.

Fisher Fieldbus DVC6000f positioner (example).


42/75


To change the Tag on any Fieldbus Positioner Select the Chg Tag button (F5) andenter new tag number. It may take up to 2 minutes to make the change, follow thescreen instructions (example below) and watch the status bar.


43/75


Calibration

Once valve information is entered and all hardware properly connected Profilermustcalibrate the string potentiometer (used for position measurement) before the valve maybe tested. Calibration performed in calibration screen, pressure transducer readings areincluded for information.

Calibration Screen

Tip: The Calibration Screen can be used to manually control the valve and

verify that all pressure transducers are functioning correctly.

Caution: When connected to a valve the calibration screen can actuate the

valve without warning. Proper safety and lockout proceduresshould be followed. Ensure that the valve is off line and all

personnel understand that the valve may actuate without warning!


44/75


Calibration Screen

The calibration screen has been divided into three main areas. Position/Displacement isused to report position. Signal which drives the valve, typically controlling the 4 20 mA

current signal. Pressure Transducers, four pressure gauges are labeled to match thelabel on the ProfilerInterface box. It is important to verify that external pressure

transducers are connected properly.

Control Buttons

Zero Position

This button is used to zero the string potentiometer. Each time Profileris connected tothe valve, the string potentiometer will be located in a default position. Zeroing is

required in order for the ProfilerSoftware to the know string potentiometer displacementvoltage when valve is closed.

To zero the valve set the control signal to zero, wait for the valve to stop moving

(string potentiometer signals will stabilize) and press the Zero button.

Profilersending a 0% signal to the string potentiometer should also report that the

valve is at 0 in/mm or deg.

Quick CalibrationNot available at this time.

Cycle ValvePrior to testing, Profilermust cycle the valve to determine the open and close positionsand verify that the actual travel of the valve is within tolerances of valve travel specified

in Valve Information Screen.


45/75


Exit

Click this button to exit the calibration screen.

Note: Most of the controls on this screen have shortcut keys assigned.

Position/Displacement SectionThis section of the screen reports all pertinent information regarding valve position. The

string potentiometers output range is 0 3.0V. The calibration screen is used to ensurethat string potentiometer can sense entire range of the valve travel, and read the string

potentiometers output at the actual 0% and 100% valve position.

The Position/Displacement section of the Calibration Screen has 3 fields, Stringpotentiometer Volts, Range, and Displacement. Displacement is calculated based on

the String potentiometers calibration scale factor. The calibration scale factor is enteredin a file provided by SofTek and displayed in the ProfilerSetup Screen. Refer to SetupSection for additional information.

Note: All Profiler systems are to be returned to SofTek Engineering on anannual basis for maintenance, calibration and software upgrade. The

calibration service includes a NIST traceable calibration certificate for

string potentiometer and pressure transducers. Contact SofTekEngineering for additional information regarding this service.

String Potentiometer VoltsThis field reports actual voltage (0-3.00 Volts) read from the string potentiometer.

Profileruses this value to calculate the actual position.

String Potentiometer RangeThe total measurable range of travel is shown in bar graph. The bar graph units arereported in inches or degrees based on the actuator type selected in the Valve

Information Screen. As the valve is cycled in area of travel, verify that the slider does

not reach either end of the indicator and that string potentiometer is in range. If thestring potentiometer is not able to measure the full range of travel, adjustments to the

string potentiometer mounting may be required, or a string potentiometer with longerrange of travel must be used. See the Mounting Section for additional informationregarding string potentiometer adjustments.

Displacement

Actual position as calculated by Profiler. Should read 0 after zeroing Profilerand

setting the control signal to 0%. Reading should display in the engineering unitsselected (in/mm or deg).

Drive Signal ControlThis screen has two variable slide bars that allow the user to manually adjust the controlsignal. Five green LED/Buttons which are activated by clicking on them. The active

button is lit, for easy identification of signal level being used. The % Open converts the

control signal to a percent value based on the signal range (i.e. 4 mA is reported as5.55%, 12 mA as 50% and 20 mA as 94.45%). Signal box reports the actual signal as

sent to the valve.


46/75


Variable #1 & #2

The two variable slide bars located on either side of the signal panel can be used to

manually set user values. The scale of both slides is based on the control signal. Toadjust use the mouse and click on the top of the bar and slide it up and down to the

desired level or type it in the Control Indicator. Both variables can be set independentlyof the other, to any value, within the control signal range of 3mA 0% and 21mA 100%

LED Control Buttons

These buttons are found in the center of the Signal Panel and will step the control signalvalue when clicked. The top button is always assigned to 5.55% (typically 4 mA) of thecontrol signal, the middle button is always assigned to 50% (typically 12 mA) and the

bottom button is always assigned to 94.45% (typically 20 mA). The two remaining

buttons are assigned to variable #1 and variable #2. They are labeled accordingly, andhave bold arrows pointing to the variable slide bar that controls them.

Clicking between the different buttons allows the user to step valve between any two

signal values.

Tip: By selecting one of the variable buttons, the valve can be controlled manuallywhen using the corresponding slide bar. This can be useful in watching the valve

move slowly between two points, or viewing how the pressures react to slowsignal changes. This is important for proper valve calibration.

Pressure SensorsThe four pressure gauges on the right side of the screen simply report the pressure (psi)

of the pressure gauge connected to the corresponding sensor on the interface box.

These sensors are active and anytime the valve is moved, the pressure gauges shouldreact.


47/75


Note: The Tune Boosters tab in the Calibration Screen is used to monitor

the sensors in a strip chart format, showing the command, pressuresand position. The user can visually see overshoot and adjust thepositioner gains and/or boosters before testing begins. The user can

choose different commands and step between them. Signals can be

turned on or off to only show what is needed.

Tune Boosters Tab


48/75


Valve Profile Test

The Profile Test is used to perform an overall health check of valve. Profilerramps thecontrol signal from 6.25% (3 mA) to 106.25% (21 mA), and back to 6.25%, whilemonitoring position and pressure. Control signal, position, and pressures are all plottedin both directions. At the conclusion of the test friction is calculated and plotted.

ProfilerTest Screen

Caution: Tests in the ProfilerTest Suite can actuate the valve withoutwarning. Proper safety and lockout procedures must be followed.Ensure that the valve is off line, and all personnel understand thatthe valve may actuate without warning!

Profiler Test Setup

Little setup is required for this comprehensive overall health test. This testgraphically displays, accuracy, friction and pressures during a ramp up and


49/75


down. Setup Panel is located at the bottom center of the screen, where graphing

options are turned on and off, ramp time (seconds), and hold time are alsospecified.

RampTimeLength of time in seconds that should elapse during ramp.

Hold TimeTime to hold the valve position at either end of ramp. This is useful in giving

large actuators time to completely saturate the cylinder or diaphragm.

Test CompletedIndicator lights up at the conclusion of test, status bar will give % complete.

Graphs

The larger, profile plot, graphs the dynamic data (signals that change) during actualramp. The smaller, friction graph plots pressure over the ramp, and calculated friction,at the conclusion of the test.

The following parameters are plotted on the Profile Graph:

% Open (Left y-axis)A percentage value representing actual valve position as measured by the stringpotentiometer.

In/mm/Degrees (Left y-axis):

Actual valve displacement in in/mm or degrees as measured by the string potentiometer.

Pressure (Right y-axis):

Pressure as measured by the pressure transducer and reported in psi/bar.

Friction (Right y-axis):

Stem or shaft friction based on the pressures, spring, actuator size and stem measuredduring the ramp.

mA (x-axis):Value of milliamps sent to valve.

Time (x-axis):Elapsed time of test reported in seconds.

The following parameters are plotted on the Signal Graph:

Pressure (Left y-axis):Pressure as measured by the I/P pressure transducer and reported in psi/bar.

Friction (Right y-axis):

Stem or shaft friction based on pressure differences measured during the ramp.

The signals that are plotted on both graphs can be turned on and off to make the graphs

easier to read and understand. Found on the right side of each graph is a legend thatshows the label and line style for each of the plotted parameters. Next to each element

in the legend is a green indicator, when lit the element is plotted. To turn off anyelement simply click on the corresponding indicator.


50/75


Test Result Table

The table on the right side of screen is populated with data collected and calculated fromthe Profile Test. Pass/Fail criteria are specified in the Profiler Setup screen if enabled.

DisplacementActual valve travel measured from fully closed to fully open position. Units are

reported in in/mm or degrees depending on valve type.Seat Contact

Low value of control signal after which no more movement is measured as the

valve moves in a closing direction.

Full Open

High value of control signal after which no more movement is measured, as the

valve moves in an opening direction.

Nominal DisplacementMeasures the mA command at the nominal stroke of actuator entered in

Information Screen under stroke length. (For example @ .75 stroke the mA

reading is 18.94)

Dynamic Error % (max)

Maximum error is calculated as difference between control signal vs. actual

measured position, over the entire ramp. (Dynamic error is hysteresis, deadbandand delay due to time).

Dynamic Error % (mean)Mean error is calculated as difference of control signal vs. the actual measuredposition, over the entire ramp.

Friction (max)

Maximum calculated friction value.

Friction (mean)

Mean calculated friction value.Seat Load

Load placed on seat when valve is fully closed.

Spring Seat LoadForce placed from the spring when the valve is fully closed if no air pressure is

on the valve.

Total Seat ForceTotal force placed on the seat of the valve (spring and air).

Actuator Pressure

Supply pressure to the valve.

Seat Contact (signal)On 3 15 psi I/P positioners, value of the 3-15 psi signal at which seat contactoccurs.

Full Open (signal)On 3-15 psi I/P positioners, value of the 3-15 psi signal at which plug contact

occurs.

Control ButtonsThe control buttons on top of the screen are used start test and exit.


51/75


Save & Exit

Click this button to save test and return to main screen.

StartAfter configuration click the start button to launch test.

CancelClick Cancel to exit to main screen (test is not saved).

ImageCreates a .jpg file of screen. This can be used to save tests for e-mail.

ViewAllows user to view .jpg files that have been saved.

Zoom

Allows user to view the graph, zoom and annotate to point out problems in the seat for

example.


52/75


Other graphs

Gives the user another view of positioner, I/P, pressures and travel. Graph is viewedlike the Flow scanner printout for those users who may have previously viewed or used

that system.

Other Graphs


53/75


Frequency Response Test

The Frequency Response Test is used to determine the highest frequency that a valve

can track. Profilerruns the test by producing a sinusoidal waveform with three differentamplitudes at offset. Amplitude and offset are both user adjustable, to allow for easytesting with specific conditions. When launched test starts a frequency sweep from 0.1

Hertz, to a specified dB point.

Note: The 6 dB point is the point at which the amplitude of the valve

movement is less than the amplitude of the control signal.

Frequency Response Test Screen

Caution: Tests in the ProfilerTest Suite can actuate the valve withoutwarning. Proper safety and lockout procedures must be followed.

Ensure that the valve is off line, and all personnel understand thatthe valve may actuate without warning!


54/75


Test Configuration

On the left side of Frequency Response Test screen, there are the five boxes used toconfigure test.

FrequencyInput the amplitude.

OffsetCenter of the sinusoidal wave used to cycle valve. For example, if the first frequency is

set to 50.00 and the offset is set 50% the valve will be cycled from 25% to 75% (50%

signal amplitude centered at 50%).

-dB Limit

As frequency increases the valve will not be able to keep up and the total travel of valve

will decay. This is the point of decay at which the test will stop.

Test ResultsLike most tests in the Profilersystem results are plotted both graphically and recorded

in table format.

PlotsThe three plots in the center of screen, plot amplitude vs. frequency and phase shift (lag)

vs. frequency.

TableFor each amplitude, table lists first the frequency that valve exceeded the specified dB

level, actual dB, and measured phase shift. Test Pass/Fail Criteria is specified in theProfiler Setup Screen.

Control Buttons

Control buttons on the top of the screen are used start test and exit.

Save & Exit


StartAfter configuration click the start button to lunch test.

CancelClick Cancel to exit to main screen. Test is not saved.

ImageCreates a .jpg file of screen. This can be used to save tests that can be e-mailed.


55/75


Hysteresis Test

The Hysteresis Response Test is used to determine how accurately andrepeatable the valve steps when moved from different directions. This test will

cycle through a series of equal steps (between 0% to 100%).

Hysteresis Test Screen

Caution: Tests in the ProfilerTest Suite can actuate valve without warning.Proper safety and lockout procedures must be followed. Ensure

that the valve is off line, and all personnel understand that the

valve may actuate without warning!

Test Configuration

On the left side of the Hysteresis Test Screen, are three configuration fields; SettlingTime, # of Steps, and Select Type.


56/75


Settling Time

After each step the Hysteresis Test will hold position for the time specified in seconds,giving the valve time to settle, prior to reading position.

# Of StepsHysteresis tests will take the number of steps specified. Tests are automatically

calculated to be equal, but can be edited by the user by using the edit button.Select Type

Hysteresis Test can calculate three different parameters Hysteresis, Repeatability, and

Linearity.

Hysteresis: Test measures the difference in final position when approached from

different directions.

Repeatability: Test measures the difference in final position when approached fromthe same direction.

HRL: Performs Hysteresis, Repeatability and Linearity. Linearity is defined by how

much valve deviates from a linear (straight line) if all the steps were plotted against

the control signal.

Test ResultsLike most tests in the Profilersystem results are plotted both graphically and recordedin table format.

PlotsGraph plots the Hysteresis and Repeatability for each of the two cycles:

Hysteresis is calculated as the difference between measured errors with anincreasing step vs. the measured error with a decreasing step.

Repeatability is calculated as the difference between the measured error of the first

increasing step vs. the measured error of the second increasing step. The samecalculation is performed with decreasing steps.

Result Table

Table shows actual steps and measured error for each step.

The left column shows the command signal (in percent) for each of the steps.

The four remaining columns show the measured error (difference between actual

position and command signal).

Analysis Table

At the conclusion of the test the maximum Hysteresis and Repeatability values arecalculated, as well as Linearity.

Hysteresis %FS: The maximum and average Hysteresis value recorded.

Repeatability %FS: The maximum and average Repeatability value recorded.

Linearity: Calculated over linearity based on the Hysteresis and Repeatability plots.

Control ButtonsControl buttons on the top of screen are used start test and exit.

Save & Exit


Start

After configuration click start button to lunch test.


57/75


Cancel

Click Cancel to exit to main screen. Test is not saved.

Edit Steps %

Click and edit the positions at which each Deadband test will be run.

Image

Creates a .jpg file of screen. This can be used to save tests that can be e-mailed.

Resolution Test

Resolution Response Test performs four increasingly smaller steps and plots how wellthe valve is able to respond to steps.

Resolution Test Screen

Caution: Tests in the Profiler Test Suite can actuate valve without warning.

Proper safety and lockout procedures must be followed. Ensurethat the valve is off line, and all personnel understand that the



58/75


Test Configuration

Located on the left side of Resolution Test Screen, are seven configuration fields; HoldTime, Offset(%), # of Cycles, Step % #1, Step % #2, Step % #3, and Step % #4,

Hold TimeAfter each step will hold position for the time specified in seconds.

Offset(%)This is the starting position for each step in test.

# of Cycles

Resolution Test has the ability to cycle through the four steps any number of times.

Step % # 1-4

These four fields define the step size.

Test ResultsThe Resolution Test plots command signal steps vs. actual position.

Control Buttons

Control buttons on the top of the screen are used start test and exit.

Save & ExitClick this button to save test and return to main screen.

Start


Cancel




59/75


Sensitivity Test

The Sensitivity Test performs a series of four increasingly smaller steps in an upward

direction, then returns to the offset value and performs the same steps in a downwarddirection.

Sensitivity Test Screen




Test ConfigurationOn the left side of Sensitivity Test Screen, are six configuration fields; Hold Time,

Offset(%), Step % #1, Step % #2, Step % #3, and Step % #4,

Hold TimeAfter each step will hold the position for time specified in seconds.


60/75


Offset(%)

This is the starting position for each series of steps.

Step % # 1-4

These four fields define step size for each of the four steps, in both the upward anddownward series.

Test ResultsSensitivity Test plots command signal steps vs. actual position.

Control Buttons

Control buttons on top of screen are used start test and exit.

Save & ExitClick button to save test and return to main screen.

Start

After configuration click start button to launch test.

Cancel




61/75


Step Response Test

Step Response Test performs a single step and detailed analysis of valve performance

for the given step.

Step Response Test Screen




Test Configuration

On the left side of the Step Response Test Screen are three configuration fields HoldTime, Offset(%), Step %.

Hold Time

Amount of time test will hold position at the offset value and the step.

Offset(%)Starting position for step.


62/75


Step %

Size of step to make from offset.

Test ResultsStep Response Test plots the command signal vs. actual position. In addition there are

multiple parameters in the analysis table.

Analysis Table Parameters

Overshoot - % error and step size.

Undershoot - % error and step size.

Rise Time - total elapsed time the valve required to move from offset 10% to 90% of

step, reported in seconds.

Fall Time - total elapsed time the valve required to move from 90% to 10% of step,

reported in seconds.

Delay - elapsed time from control signal steps until the valve (= 1% of step) actuallyresponds.

Time Con. 1 Increase (sec) - first time constant for the increasing command. (0-

63.2%)

Time Con. 2 Increase (sec) - second time constant for the increasing command. (0-86.5%)

Time Con. 3 Increase (sec) - third time constant for the increasing command. (0-

95%)

Time Con. 4 Increase (sec) - fourth time constant for the increasing command. (0-

98%)

Time Con. 5 Increase (sec) - fifth time constant for the increasing command. (0-99%)

Time Con. 1 Decrease (sec) - first time constant for the decreasing command. (0-63.2%)

Time Con. 2 Decrease (sec) - second time constant for the decreasing command. (0-

86.5%) Time Con. 3 Decrease (sec) - third time constant for the decreasing command. (0-

95%) Time Con. 4 Decrease (sec) - fourth time constant for the decreasing command. (0-

98%)

Time Con. 5 Decrease (sec) - fifth time constant for the decreasing command. (0-99%)

Velocity Increase - velocity when stroking up, reported in inches per seconds.

Velocity Decrease - velocity when stroking decreased, reported in inches per

seconds.

Stroke Speed increasing signal (sec) 0-100% Stroke Speed decreasing signal (sec) 100-0%

Control Buttons

Control buttons on top of screen are used start test and exit.

Save & Exit


Start


Cancel



63/75


Image


Stroke Speed Test

The Stroke Speed Test performs a single step and a detailed analysis of thevalves speed performance for given step.

Stroke Speed Test Screen

Caution: Tests in the ProfilerTest Suite can actuate valve without warning.

Proper safety and lockout procedures must be followed. Ensurethat the valve is off line, and all personnel understand that the


Test Configuration

On the left side of the Resolution Test screen are five configuration fields Hold Time,

Offset(%), Step %, Start (%) Timer @, and Stop (%) Timer @.


64/75


65/75


Cancel


Image



66/75


Transducer Test

Transducer Test is used to determine how accurately and repeatable the signal psig

pressure transducer strokes valve. Similar to the Hysteresis Test and will cycle througha series of equal steps between 0% and 100%.

Transducer Test Screen

Caution: Tests in the ProfilerTest Suite can actuate valve without warning.Proper safety and lockout procedures must be followed. Ensurethat the valve is off line, and all personnel understand that thevalve may actuate without warning!

Test ConfigurationOn the left side of the Transducer Screen are two configuration fields, # of Steps andTest Type.

# Of Steps

Transducer Test will take the number of steps specified and software willautomatically scale the test to be equal in size. However, the user may edit test

by clicking the steps field % signal immediately under the results graph.


67/75


Select Type

Transducer Test can run three types of tests Hysteresis, Repeatability, and

Linearity. Select which of the 3 to calculate.

Hysteresis - test measures the difference in final position when

approached from different directions.

Repeatability - test measures the difference in final position when

approached from the same direction.

HRL - performs the above two tests plus linearity. Linearity is defined

by how much the valve deviates from a linear (straight line) if all steps

were plotted against the control signal.

Test Results

Like most tests in the System results are plotted both graphically and recorded in a tableformat.

Plots

Graph plots the Hysteresis and Repeatability for each of the two cycles.

Hysteresis is calculated as the difference between the measured error whenvalve is stroked with an increasing step vs. the measured error with adecreasing step.

Repeatability is calculated as the difference between the measured errorbetween two steps to the same position and same direction. This calculationis performed for both increasing and decreasing steps.

Result Table

Table shows the actual steps and measured error for each step.

The left column (yellow background) shows the command signal (in percent)for each of the steps (these can be edited).

The four remaining columns show the measured error (difference between

actual position and command signal).AnalysisAt the conclusion of the test the maximum hysteresis and repeatability values are

calculated as well as linearity.

Hysteresis %FS

The maximum Hysteresis value recorded.

Repeatability %FS:

The maximum Repeatability value recorded.

Linearity

Calculated over linearity based on Hysteresis and Repeatability plots.

Control ButtonsControl buttons on the top of screen are used start test and exit.

Save & Exit


Start



68/75


Cancel


Edit Steps %

Click and edit the positions at which each Deadband test will be run.

Image


Deadband

Deadband Test determines the minimum command signal change required for valve to

respond. Profilercan test at multiple locations, and wait a specified amount of time ateach position, to allow less responsive valves more time to move.

Deadband Test Screen


that the valve is off line and all personnel understand that the



69/75


TestConfiguration

Settle Time

After the command signal changes, how long Profilerwaits (in seconds) for valve to

respond. Enter the settling time in the upper right corner of the screen.

Number of Positions

Number of locations to run the Deadband test. Enter number of positions in the upperright corner of the screen.

Positions

Profilerautomatically adjusts the positions table to match the number of positions anddefaults to equal spacing between points (user can edit points). Click on location in tableand enter new desired location.

Test Results

Results GraphResults graph plots position vs. error.

Analysis TableTable reports position and calculated Deadband for each location.

Control Buttons

Control buttons on the top of screen are used start test and exit.

Save & Exit

Click button to save test and return to main screen.

Start

After configuration click start button to launch test.

CancelClick Cancel to exit to main screen. Test is not saved.


Edit Steps %Click and edit the positions at which each Deadband test will be run.

StartTest

After configuration click start button to launch the test.

Cancel

Click Cancel to exit the Dead Band Test and return to main screen. Test is not saved.


70/75


Mini Cal

Mini Cal Screen

This screen is an optional calibration screen. Two adjustable 4-20 mA settings can beadjusted by sliding the arrow on the large blue indicators. Click the middle indicator and

a drop down box will appear with 5 possible outputs, select the desired output.

Caution: Tests in the ProfilerTest Suite can actuate valve without warning.Proper safety and lockout procedures must be followed. Ensurethat the valve is off line and all personnel understand that thevalve may actuate without warning!


71/75


Sequencer

The sequencer tool allows the operator to select multiple tests and permits the Profilersystem to automatically run all selected tests, saving the technician time and hasslenormally spent babysitting the system while running multiple tests.

Sequencer Screen

Sequencer ConfigurationTo select a sequence of tests to run, Shift+Click on each test. When the continue

button is selected the Sequencer will commence running all tests selected.

Control Buttons

Control buttons in the bottom right corner of screen are used start test and exit.


72/75


Continue

Click this button to begin running selected tests.

Cancel

Click Cancel to exit Sequencer and return to main screen.

Settings Screen

This screen is to setup or change standard default settings for all tests in Profiler, theymay be saved and recalled at a later time. Useful if there are customer requirements for

testing differ from program defaults. Dynamic Tab is for tests that calibrate data when

valve moves. Static tests are calculated when valve has stopped moving.

Settings


that the valve is off line, and all personnel understand that thevalve may actuate without warning!


73/75


Passive Monitoring

Passive Monitoring

To begin passive monitoring fill in the header information at the bottom right and choose

amount of data to file. Select the config button on tool bar and name the file that datawill be saved to. Select the Go button and the graph will display data. There are nocontrol capabilities in this test only monitoring of signals.

Position 1 and 2 will record displacement. Pressures include top/dia, bottom, I/P, and

supply. The three mA signals can also be monitored. Two 0-25mA and one 0-55mA forthe recording of valve signal or flowmeters etc. There are three voltage signals that

must fall into the range of +/- 10 VDC.

For example if the control signal (mA) of the valve needs to be monitored, the signalcable must be used and placed in the ground side of the control signal.

Once every signal is reading on the screen press the Save button and it will staydepressed. Data is now being saved to the file. Press it again and it will stop saving

data. Press again and it will continue to append to the same file.


74/75


Pressing the Zero button will Zero the position transducer. This can be done before the

valve has moved to position or after. The user must remember what the zero positionwas before data is collected.

Custom

This feature is currently unavailable.

Contact InformationSofTek Engineering 826 N. 100 E., Building 3B Spanish Fork, UT 84660

[email protected]

801-602-7841 (Mobile)801-794-0035 (office)801-798-0310 (Fax)


75/75

IMPORTANT NOTICE

SofTek Engineering, LLC (SofTek) reserves the right to make changes to theirproducts, product specification, or service without notice. All products are soldsubject to the terms and conditions of sale supplied at the time of orderacknowledgment, including those pertaining to warranty, patent infringement, andlimitation of liability.

SofTek warrants performance of its products to the specifications applicable atthe time of sale. Testing and other quality control techniques are utilized to theextent SofTek deems necessary to support this warranty. Specific testing of allparameters of each device is not necessarily performed.

Customers are responsible for the safety of their operators, and equipment whenusing SofTek products.

In order to minimize risks associated with the use of SofTeks products, the

customer must take adequate operating safe guards to minimize inherent andprocedural hazards. SofTek is not liable for any injuries to the customer, orpersonnel resulting from the use or misuse of SofTeks products. SofTek is notresponsible for damage to equipment of facilities due to the use or misuse of thisor other SofTek Products. SofTek assumes no liability for providing assistanceor custom designs.

SofTeks publication of information regarding any third partys products orservices does not constitute SofTeks approval, warranty or endorsement thereof.

Profiler Manual Version 5

Documents