APPLICATION DATA - Service, Support
Contents
1. Dimensions are in inches and millimeters FIGURE 11 Series 760 Dimensions Optional Beacon and Gauges Shown 23 ADPS2760 1 PRODUCT SUPPORT This section provides the Internet site addresses e mail addresses telephone numbers and related information for customers to access Siemens product support When contacting Siemens for support e Please have complete product information at hand e For hardware this information is provided on the product nameplate part number or model number serial number and or version e For most software this information is given in the Help gt About screen e If there is a problem with product operation e ls the problem intermittent or repeatable What symptoms have been observed e What steps configuration changes loop modifications etc were performed before the problem occurred e What status messages error messages or LED indications are displayed e What troubleshooting steps have been performed e ls the installation environment e g temperature humidity within the product s specified operating parameters For software does the PC meet or exceed the minimum requirements e g processor memory operating system e A copy of the product Service Instruction User s Manual or other technical literature should be at hand The Siemens public Internet site see th2. loa ES APPLICATION DATA ADPS2760 1 Rev 3 July 2005 Supersedes Rev 2 Custom Mounting Solutions for the SIPART PS2 and ValvePAC Series 760 Valve Positioners ADPS2760 1 TABLE OF CONTENTS SECTION PAGE PURPOSE a eae 3 INTRODUCTION oocococcccncnconnncononcnnnnononancnnnn roca rnnnnrrnnan rana nr nnn rana rr nnnn rn nnnennn ennenen nnmnnn nnmnnn 3 PART 1 THE BASICS FOR ORDERING A CUSTOM KIT ccccccesecceeescceseseeeescceeseeeeeseeeeeeeees 4 ROTARY ACTUATORS cnc 4 PS2 Valve POSItONGR sce eee E E ae 4 7160 Valve POSITION a Ae eee Ee eee lead 6 LINEAR SAGTWATORS fscc ccc tdeccceshca tla aces cell cocth cede Las tatesacd ta 7 PRS2ValVe POSON tota ri dado 7 TOO NA PA rios 9 ACTUATOR WORKSHEETS reemer e A AE Eaa aaa aaea aa E ee i aii 11 PART 2 DETAILS FOR DESIGNING A MOUNTING KIT ooconnncccnnnncnnonononcncnnnncnnonononnnnnnnnnnannna 18 ROTARY ACTUATORS PS2 AND 760 cece cccececeeecceeeeceeeeeceeeeceeeecuaeeeeaeeecaeeesaeeesaneeenaeeeens 18 EINEARsAGTUATORS 2 vce sl te eas 19 PS2 Valve POSION cece cceeccceeccceececeeeeceeeeceeeeeseeeecueeecaaeeeeaueecaeesaaeesaaeessaeesaesesneeeseesses 19 760 Valve POSItIONEN ccccecececececceeceeeeeeeeeneeceseceeenseeaeeeaueeaeeeaeeeaceeeeereeeaneeeneseneseeeseeeneeeneeees 20 POSITIONER DIMENSIONS cece cceeccceececeeeeceeeeceeeeecaeeecuaecaaeeeeaeeesaeeesaaeeesaeeesateesanensnaeeeeas 21 PRODUCT SUPPOR Tucu ad 24 ADPS2760 1
3. 378 238 15 9 1 35 6 05 J 433 11 TI 26 30 y 80 800 20 32 1 3 622 92 iba 99 H R oo Up to 2 4 Pin Min Max BSAS N Pl vanaie Positioner Arm D E F G Stroke Stroke Ae i 30 deg 100 deg Baye E og 85 mm arm 1 395 0 95 1 725 048 0 21 as TG 130mmarm 3 733 2 708 1 725 0 48 0 5 5 5 s a ae Dimensions in columns D and F D E 2 E are centerline to centerline E Table dimensions are in inches PS2 Positioner except for the Positioner Arm Top View column 242 6 19 1 35mm Positioner Arm 130mm Positioner Arm Positioner arm dimensions are in inches mm FIGURE 6 PS2 Positioner Arms ADPS2760 1 760 Valve Positioner As shown on page 10 the 760 requires for optimal linearity that its feedback pin be fixed to the actuator stem usually at the stem clamp This pin slides inside a slot in the 760 s feedback arm as the actuator moves translating the actuator position to the positioner The challenge is to mount the positioner to the actuator and the feedback pin to the stem in such a way that e The 760 and the feedback pin are both secure Note that the 760 s internal range spring applies force to the arm and the pin e The pin moves freely inside the arm throughout the actuator s full stroke e The 760 feedback arm and the stem bracket do not interfere with the actuator yoke e The pin rema
4. the following table Other lengths are available as needed Minimum Stroke 80 degrees Maximum Stroke 100 degrees 35 mm arm 0 112 inches 2 111 inches 130 mm arm 0 509 inches 5 549 inches Design Inputs for Linear Actuator Mounting Solutions When requesting a custom solution the following details are required e Location of mounting points for the positioner bracket e Configuration of the actuator s stem clamp and position of the stem clamp relative to the positioner bracket mounting points e Material preference if standard stainless steel 300 Series or painted steel is unacceptable Actuator Worksheets are provided in this document ADPS2760 1 760 Valve Positioner Figure 5 shows a Model 760 positioner mounted on a linear actuator A bracket ridgedly mounts the positioner on the actuator The 760 uses an feedback arm and input shaft as its primary feedback device for linear applications The feedback pin is fixed to the actuator stem clamp either directly or with a bracket The pin slides inside the positioner feedback arm as the actuator stem moves A formed wire clip on the arm ensures that there is no backlash between the pin and the rotating arm FEEDBACK PIN FEEDBACK ARM FIGURE 5 Series 760 with Linear Actuator ADPS2760 1 The standard 760 feedback arms must swing a total of 60 degrees for optimal linearity as shown in the drawings below Pin Positioner Feed AS ba
5. 1 2 square drive to accommodate a non NAMUR actuator Where the positioner and actuator have different shaft configurations they can be coupled together with an intermediate adapter To minimize inventory and design costs the best solution is to design a kit that can be used with EITHER positioner The key is the PS2 s NAMUR coupling and the 760 s NAMUR shaft Relative to the positioner mounting surface the tongues on the PS2 adapter and 760 NAMUR shaft are located identically If the actuator shaft is NAMUR then both positioners can directly engage the actuator If the actuator shaft is a different style then a common intermediate adapter will allow both instruments to connect to the actuator A common mounting solution requires that the distance between the positioner and the top surface of the mating part adapter if the actuator is not NAMUR must be as shown below 760 PS2 NAMUR coupling includes 2 8 diameter wheel Bracket must provide clearance 0 985 015 in NAMUR Actuator Shaft or Positioner NAMUR Actuator Shaft or Bracket Common Adapter with M6x12mm deep threaded Height M6x12mm deep threaded hole on Positioner Side hole on Positioner Side I Common Adapter with I I I a i I i I i I 1 I i I 4x4mm NAMUR slot and i 4x4mm NAMUR slot and I I I I i 1 wal E One example of such a adapter is a simple bent sheet metal bracket A Slot in Bracket Accents PS2 NAMUR Co
6. ER DIMENSIONS Figures 8 9 and 10 show the physical dimensions of currently available PS2 positioners Each positioner has multiple mounting hole patterns for convenience including standard NAMUR hole spacing Figure 11 shows the 760 positioner dimensions The 760 s primary mounting holes are arranged in the standard NAMUR hole pattern As an alternative two extra holes are available to accept an optional bracket which offers additional flexibility In all cases note the location of the air ports and the size of the positioner to avoid any interference with the actuator or surrounding objects All air connections 1 G 1 4 or 1 4 NPT Dimensions are in mm FIGURE 8 PS2 Dimensions Plastic Enclosure 21 ADPS2760 1 All air connections Gi or 1 4 NPT M6 8 deep 2x M20 M25 or Vo NPT 2x 14 3 1 Connection 238 Y2 only in double action version Dimensions are in mm All air connections G 1 4 or 1 4 NPT FIGURE 10 PS2 Dimensions Aluminum Enclosure 22 ADPS2760 1 TE ie 1 T mm 3 4 NPT ELECTR CONDUIT CONNEC 5 13 97 E T esin ZIE 01 968 Leg pi gt 149 99
7. PURPOSE The purpose of this document is two fold First for the user who would like Siemens to provide a custom bracket solution this document will explain important design considerations and requirements Second this document provides the necessary details for users who wish to design and locally produce their own brackets INTRODUCTION Installing a valve positioner on a valve actuator requires a mounting bracket and a dynamic coupling feedback linkage The mounting kit provides a secure rigid mount for a valve positioner on a valve actuator It also allows for the accurate transfer of the dynamic feedback signal from the actuator to the positioner using coupling hardware that may also require some fabrication This document provides the background and guidelines for the design of a fixed bracket to secure a Siemens PS2 valve positioner standard plastic aluminum or explosion proof housing or a Series 760 valve positioner to any of several typical actuators lt also discusses the dynamic coupling between the actuator and positioner The majority of valve actuators may be organized into two types rotary and linear also known as rising stem The valve actuator through appropriate coupling hardware must provide a dynamic feedback signal to the positioner Both the actuator type and the positioner model must be considered when determining the coupling hardware needed for the coupling connection Electrical and or pneumatic conne
8. SHEET 3 Rotary Actuator 3 Dimensions 14 ADPS2760 1 Unless otherwise specified materials may include painted steel or 300 series stainless Note here if you have a specific requirement THREAD SIZE AND DEPTH WHERE APPLICABLE egal me WORKSHEET 4 Rotary Actuator 4 Dimensions ADPS2760 1 Q Unless otherwise specified materials may include painted steel or 300 series stainless Note here if you have a specific requirement WORKSHEET 5a Linear Actuator Dimensions See Worksheet 5b for actuator stem dimensions ADPS2760 1 WORKSHEET 5b Linear Actuator Stem Dimensions See Worksheet 5a for actuator body dimensions ADPS2760 1 PART 2 DETAILS FOR DESIGNING A MOUNTING KIT This section describes the steps needed to design a mounting kit The dynamic coupling feedback linkage is also described ROTARY ACTUATORS PS2 AND 760 As stated in Part 1 the goals for designing a rotary mounting solution are 1 Locate the positioner shaft above and in line with the actuator shaft 2 Couple the positioner shaft to the actuator shaft 3 Accomplish goals 1 and 2 with a design solution that provides sufficient rigidity and minimizes backlash The PS2 s available NAMUR coupling kit Siemens PN 6DR4004 8D intended for NAMUR actuators can be used with other rotary actuators if an intermediate adapter is added A 760 can be ordered with a NAMUR shaft or an optional shaft configuration such as
9. cal appearance varies with manufacturer The 760 has a variety of optional shaft configurations for non NAMUR actuators such as those with a 1 2 square drive If an appropriate shaft is not available then like the PS2 a NAMUR shaft with an intermediate adapter is used Series 760 Positioner a Ep Bracket Sample f E a Rotary Al l FTA Actuator FIGURE 3 Series 760 with Rotary Actuator Design Inputs for Rotary Actuator Mounting Solutions When requesting a custom solution the following details are required e Location of mounting points for the positioner bracket e Configuration of the actuator shaft e Material preference if standard stainless steel 300 Series or painted steel is unacceptable Actuator Worksheets are provided later in this document ADPS2760 1 LINEAR ACTUATORS The goals when mounting a positioner on a linear actuator are more involved than for a rotary actuator 1 Either directly or with a bracket attach a feedback pin to the actuator stem 2 Locate the positioner such that the feedback arm connects with the rest of the dynamic coupling rotates the correct angle and does not interfere with the actuator 3 Accomplish goals 1 and 2 with a design solution that provides sufficient rigidity and minimizes backlash PS2 Valve Positioner Figure 4 shows an exploded view of a PS2 and a sample linear actuator A positioner bracket is used to rigidly mount the PS2 on the actuator The dynam
10. ck Arm A Positioner input shaft A 60 degrees rotation Positioner input shaft and feedback arm Series 760 shown EQUAL TO 0 866 x STROKE S AT MID STROKE PREFERRED METHOD OF STROKE SETTING FOR FEEDBACK PIN CONNECTION FEEDBACK LEVER IMPORTANT Positioner arm must be SHOWN AT MID STROKE perpendicular to the actuator stem at mid stroke Actuator dimensions with the actuator at mid stroke are to be recorded on the appropriate Actuator Worksheet Design Inputs for Linear Actuator Mounting Solutions When requesting a custom solution the following details are required Location of mounting points for the positioner bracket Configuration of the actuator s stem clamp and position of the stem clamp relative to the positioner bracket mounting points Material preference if standard stainless steel 300 Series or painted steel is unacceptable Actuator Worksheets are provided in this document ADPS2760 1 ACTUATOR WORKSHEETS The following pages contain a wide variety of different actuator configurations Select the actuator configuration that best represents your application and enter the requested data in the table on that page Every effort has been made to include all the critical details so the design process can be as efficient as possible Contact Siemens if your application cannot be fairly represented by any of these choices Photographs are always encouraged The following form is prov
11. ctions will also need to be made to the positioner and actuator Refer to the positioner and actuator installation manuals for the details concerning these connections Manuals for Siemens valve positioners in PDF format are available for download from the Siemens Internet site at http www sea siemens com ia IMPORTANT The mounting bracket must not interfere with the dynamic coupling or the electrical and pneumatic connections to the positioner and actuator A custom bracket can be designed by the installer to mount a given positioner on an actuator Where several positioner models are used on site it is often possible to design a common bracket that allows any of the positioners to mount on a given actuator Siemens Positioner Mounting Kits Custom and Standard While a custom bracket and dynamic coupling can be designed by the installer to mount a given positioner on an actuator it is often cost effective to purchase a Siemens Positioner Mounting Kit standard or custom as needed The kit will include a mounting bracket and if needed a dynamic coupling Siemens maintains a large inventory of mounting kits for a wide selection of valve actuators A full list of these existing kits is available from your local Siemens representative See the Product Support section later in this document to contact your local Siemens representative The Actuator Worksheets provided later in this Application Document AD are a convenient method for pro
12. e table has current revisions of technical literature in Portable Document Format for downloading e Tosend an instrument to Siemens for repair request a Return Material Authorization RMA IMPORTANT An instrument must be thoroughly cleaned decontaminated to remove any process materials hazardous materials or blood born pathogens prior to return for repair Read and complete the Siemens RMA form s TABLE 1 1 Contact Information Telephone 1 800 569 2132 option 2 for Siemens Moore brand instruments Fax 1 215 283 6358 NORTH AMERICA E mail ITechSuppOsea siemens com Hours of Operation 8 a m to 6 p m eastern time Monday Friday except holidays Public Internet Site www sea siemens comia Repair Service 1 215 646 7400 extension 3187 For contact information outside North America visit the Siemens public Internet site www sea siemens com ia locate Customer Support Process Instrumentation and click on the Contact Tech Support link to access the Global Support link 24
13. ic coupling feedback linkage in Figure 4 transfers actuator stem motion a vertical motion as shown in the figure to the positioner arm which is clamped to the positioner input shaft CLAMPING BLOCKS SCREWS U CHANNEL FEEDBACK PIN STEM BRACKET FIGURE 4 PS2 with Linear Actuator ADPS2760 1 A closer view of the PS2 s dynamic coupling appears in the photograph below The positioner input shaft and feedback arm are on the left side of the photo The actuator shaft stem clamp stem bracket and U channel are on the right side of the photo Actuator vertical motion is transferred to the positioner feedback arm through a spring loaded pin the spring eliminates backlash The pin is fastened to the positioner arm but is allowed to move horizontally within the U channel as the actuator stem rises and falls This rotates the positioner arm through an arc which also rotates the positioner input shaft providing a mechanical feedback signal to the positioner The PS2 s feedback arm may rotate 30 100 degrees Pin er Positioner Feed back Arm a oe 30 100 degrees X s x S N A U Channel IMPORTANT The positioner feedback arm must be perpendicular to the actuator stem at mid stroke Actuator dimensions with the actuator stem at mid stroke are to be recorded on the appropriate Actuator Worksheet Actuator motion rotates the arm Two standard feedback arm lengths are shown in
14. ided to assist you in organizing needed information before contacting Siemens Send the completed form and worksheet to the address given below Request a Custom Bracket or Dynamic Coupling Kit Your Name Your Job Title Company Name Street or P O Box City State and ZIP Country Telephone Number Extension FAX Number Email Address Your Purchase Order No Positioner Model Number Actuator Manufacturer Actuator Model Size Other Pertinent Information List included photos drawings or other material and whether these are to be returned to you Send completed form and Actuator Worksheet to Siemens Energy amp Automation Attn Inside Sales 1201 Sumneytown Pike Box 900 Spring House PA 19477 0900 215 646 7400 ext 4993 Fax 215 646 3547 ADPS2760 1 Unless otherwise specified materials may include painted steel or 300 series stainless Note here if you have a specific requirement WORKSHEET 1 Rotary Actuator 1 Dimensions ADPS2760 1 Unless otherwise specified materials may include painted steel or 300 series stainless Note here if you have a specific requirement WORKSHEET 2 Rotary Actuator 2 Dimensions ADPS2760 1 Unless otherwise specified materials may include painted steel or 300 series stainless Note here if you have a specific requirement WORK
15. ins in contact with the anti backlash wire throughout the stroke to minimize backlash a consideration only if designing for strokes over the standard 6 inch limit e The 760 arm is perpendicular to the actuator stem at mid stroke e The 760 arm rotates 60 degrees The available feedback arms are shown in Figure 7 A feedback arm is chosen depending upon actuator stroke and available space Occasionally the C dimension see the positioner sketch in Figure 7 is too small to allow the arm to swing freely A longer 760 shaft is available lt A gt o lt B v A Series 760 Positioner Top View Positioner A B C aoe Rie roke roke Arm 60 deg 60 deg 2 inch arm 2 1 60 0 55 0 50 2 035 4 inch arm 4 3 60 0 55 0 50 4 035 6 inch arm 6 4 16 0 55 2 17 6 035 Dimensions in columns A and B are centerline to centerline Table dimensions are in inches 4 035 Eg o T 325 435 102 49 1787 435 5169 8 26 1 T fits os 3 A E F AO gt gt 750 y 19 05 J 250 t 6 35 2 Inch Arm 4 Inch Arm 6 035 i e 1875 j 153 29 i 47 63 ee 90991111 6 Inch Arm Other positioner feedback arm lengths available Arm dimensions are in inches and mm FIGURE 7 Series 760 Standard Feedback Arms 20 ADPS2760 1 POSITION
16. ions typically employ a shaft coupling kit Siemens Part Number 6DR4004 8D sold separately that was originally designed for use with NAMUR style actuators This kit contains items 1 7 in Figure 1 The tongue on the feedback arm item 4 engages the slot in the actuator shaft and is screwed in place A pin in the wheel item 3 engages this arm and transfers the actuator motion to the positioner Figure 1 shows a NAMUR actuator To use the PN 6DR4004 8D coupling with a non NAMUR actuator an intermediate adapter is needed This adapter must connect the PN 6DR4004 8D coupling s NAMUR style slot to the actuator s non NAMUR shaft Design Inputs for Rotary Actuator Mounting Solutions When requesting a custom solution the following details are required e Location of mounting points for the positioner bracket e Configuration of the actuator shaft e Material preference if standard stainless steel 300 Series or painted steel is unacceptable Actuator Worksheets are provided later in this document ADPS2760 1 PS2 Positioner ltems 1 and 2 Bolts and Lockwashers Mounting Bracket Item 3 Wheel Item 5 Setscrew Not Visible Item 4 Feedback Arm Items 6 and 7 Bolt and Lockwasher Sample Rotary Actuator FIGURE 1 PS2 with Rotary Actuator ADPS2760 1 760 Valve Positioner Figure 3 shows an exploded view of a 760 positioner a mounting bracket a dynamic coupling and a sample rotary actuator physi
17. upling or 760 Shaft screw and nut hold PS2 coupling in place ACTUATOR SHAFT 18 ADPS2760 1 LINEAR ACTUATORS PS2 Valve Positioner As shown on page 8 the PS2 uses a U channel that is attached to the actuator stem usually at the stem clamp A pin fixed to the PS2 s feedback arm slides inside this channel as the actuator moves and translates the actuator position to the positioner The challenge is to mount the positioner to the actuator and the U channel to the stem in such a way that backlash The PS2 and the U channel are both secure The pin moves freely inside the U channel throughout the actuator s full stroke The PS2 arm and the U channel do not interfere with the actuator yoke The spring compression on the pin s plastic tip is adequate approximately 1 4 inch to prevent The PS2 feedback arm is perpendicular to the actuator stem at mid stroke e The PS2 arm rotates no less than 30 degrees and no more that 100 degrees 60 degrees typical The available feedback arms are shown in Figure 6 A feedback arm is chosen depending upon actuator stroke and available space Occasionally the F dimension see the positioner sketch in Figure 6 is too small to allow the arm to swing freely A shaft entension can be added to the PS2 shaft to increase this dimension Extensions are available from Siemens 626 1
18. viding Siemens with the information needed to select or create mounting kits for your application A convenient form is also provided to assist you in compiling and recording the information needed A Siemens designer will review the information on the form and worksheet and select the appropriate kit If a kit does not exist a custom kit can be provided ADPS2760 1 PART 1 THE BASICS FOR ORDERING A CUSTOM KIT This section will describe and illustrate the considerations and mechanical dimensions needed for the creation of a custom mounting kit Actuator Worksheets at the end of this section provide a convenient means for recording the required dimensions ROTARY ACTUATORS The goals when mounting a positioner on a rotary actuator are simple and straightforward 1 Locate the positioner shaft above and in line with the actuator shaft 2 Couple the positioner shaft to the actuator shaft 3 Accomplish goals 1 and 2 with a design solution that provides sufficient rigidity and minimizes backlash NOTE If your actuator conforms to the NAMUR VDI VDE 3845 standard Siemens already stocks the kit you need A list of kits is available from your local Siemens representative See the Product Support section later in this document PS2 Valve Positioner Figure 1 shows an exploded view of a PS2 positioner a mounting bracket a dynamic coupling and a sample rotary actuator physical appearance varies with manufacturer PS2 rotary mounting solut
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