Process Industries
Valve diagnostics for safety related controls


Karsten Fischer, International Sales & Marketing Manager for Positioners, Invensys - Foxboro Eckardt GmbH

Abilities of HART-Communication for predictive maintenance, valve diagnostic and testing of ESD-functionality, exemplary shown with the FDT-based ValCare–software for the Intelligent Positioner SRD991/SRD960 by Foxboro Eckardt.


The 1990s were marked by the introduction of microprocessors and HART-communication in the process automation arena. This allowed new, until then unknown, opportunities to transfer information from the field into control systems. Until today the HART-technology is unique, because the signal-processing can either be done by the traditional analog signal with 4 to 20 mA or by using the digital frequency modulation.

Technological milestone
The plant owners expected that the integration of a device should be done as easily as using a printer driver for your PC. A result from this demand was the Field Device Tool (FDT) technology with the device-drivers named Device Type Managers (DTM). It supplemented the DDL-technology and offered a unified integration-technology for all devices in a plant.
This technological milestone has contributed to the process automation industry and many automation companies now offer device-specific valve-diagnostic software (such as - in the case of Foxboro Eckardt - ValCare, available as DTM. This software can easily be integrated/installed in every FDT-compliant system environment or PC.
Besides the display of measurement and actuating signals, this software also offers applications for the processing of collected data retrieved in the field while the positioner was in operation. As shown in illustration 1, ValCare includes data to: create histograms for the valve position history or control response; measure the stem friction; view alarm condition of exceeding inadmissible upper and lower values; and display the hours in operation for the Service Management. The histograms indicate the last 15 minutes, 24 hours, 30 days or 60 months and offer the plant owner valuable information of the actual valve condition and overall plant performance.
By storing all data locally in the field device, an evaluation can take place “online” via the HART communication in the FDT-environment. Additionally, if the device in the plant is only controlled by an analog 4 to 20 mA signal, data can be retrieved at a later time.

Higher demands on safety
In the past years the demand for field-devices used in safety instrumented systems (SIS) increased. These devices have to meet the requirements for safety applications according to SIL (Safety Integrity Level) based on IEC 61508 / IEC 61511-1. The SRD, for instance, fulfills the requirements for safety application up to SIL 3 and is used as Emergency Shutdown Device (ESD).
As shown in illustration 2, the power-supply for the positioner on an ESD valve can either come from an analog 4-20 mA signal supplied by a safety system (such as TRICONEX in the case of Foxboro Eckardt) or in combination with a control system. In both cases the HART communication can be superimposed to the analog signal. The solenoid is powered by a separate signal.
The HART communication therefore can also be established in primarily safety related applications (without a control system for the communication) via the power-signal from the AO-Modules (AO=Analog Output). For such applications modern HART-Multiplexers (e.g. by Pepperl + Fuchs) provide the possibility to communicate to several valves from one operating station. The FDT-technology offers the additional advantage that the DTMs of the Multiplexer and the positioner can be added into one software package, to create a kind of small control system. This setup allows the safety system from TRICONEX to communicate with positioners today.
No matter how the HART-communication is established, it is important that in all cases the status- and diagnostic messages from the positioners are transmitted to the operator and a functional test of the valve can be executed.

Actuators health test
This test on ESD-valves is also known as a Partial Stroke Test (PST) which is activated and evaluated via the FDT software. This allows an examination if final control elements / actuators in ESD-applications function properly on demand. It cannot be excluded that a valve in a continuous steady state is not blocked by the influence of corrosion. The result of this PST will indicate, if this valve is fully operational or if maintenance is required.
These applications clearly show how flexible the FDT system environment can be to combine and integrate interface components and field devices in different applications such as control systems or PCs.

Unified displays
Compared to other software tools, the FDT-technology offers the increased advantage that the device-specific display of the DTMs for the configuration and diagnosis is always identical, independent of the communication protocol. Today, some systems still require several configuration tools by different vendors that run on one operating station, creating a colourful mosaic of icons. However, this is unnecessary with FDT. Here the different communication and device drivers have been united into one “Frame Application” (PACTware). Foxboro Eckardt offers DTMs for all common protocols such as HART, PROFIBUS, FOUNDATION Fieldbus and FoxCom. An update of the device drivers can be arranged very easily, because the DTMs can be individually replaced.

Unified self-surveillance
Within the phase of converting to FDT, Foxboro Eckardt now offers a self-surveillance and diagnosis following the Namur Recommendation NE107. This recommendation defines unified status-messages for field devices, providing the user with information about the state of the field instrument. The available information shall indicate clearly what device alarm was activated, where the alarm initiated from, possible reason for the alarm and what corrective actions need to be initiated to restore a normal operating state.
Illustration 3 depicts the realization by Foxboro Eckardt. All alarms are generated in the positioner and can be uploaded at any time. The columns show the displayed status messages, e.g. control deviation, air supply failure, high friction alarm, current or historical message, a full text description explaining the possible reason for the status message, and the actions for maintenance.
Status messages are distinguished by messages and color-coding like with a traffic light.
Green indicates that no status messages are present; gray that a status message is present but no maintenance is required; yellow that maintenance is required but an operation is still possible; red indicates a device failure that requires an immediate service. Comparing the historical and current alarm supports the operator if all messages have been eliminated.
These applications clearly show how flexible the FDT-system environment can be to combine and integrate interface-components and field-devices in different applications such as control systems or PCs. <<

 

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