SRD991 - Industrial actuator SCHNEIDER - Free user manual and instructions

Product Type	Industrial actuator (smart positioner)
Brand	Schneider
Model	SRD991
Power supply	9 to 32 V DC
Input signal	4-20 mA (bus per IEC 1158-2)
Air supply pressure	1.4 to 6 bar
Angular working range	±45° around the center position
Mounting types	Linear left/right, rotary clockwise/counterclockwise, direct
Pneumatic connections	G1/4 or NPT (according to marking)
Pneumatic outputs	y1 (single acting) / y1, y2 (double acting)
Limit switches	Inductive two-wire sensors (DIN 19234/NAMUR) or dry contacts
Board options	Binary outputs, binary inputs, 4-20 mA retransmission + alarm, binary inputs/outputs
Display	LCD screen
Configuration	Local push buttons
Autostart function	Mechanical stop, Standard, Optimized, Damped, Aggressive
Communication	Profibus PA, Foundation Fieldbus H1 (depending on variant)
Protection	Do not exceed max pressure; mandatory grounding
Maintenance	Check pneumatic and electrical connections; periodic calibrations
Safety	Never touch moving parts; use original parts
Repairability	Spare parts available (options, IP, amplifier)

Frequently Asked Questions - SRD991 SCHNEIDER

How to mount the SRD991 positioner on a linear servo motor?

Mounting depends on the type of servo motor. For linear mounting, use the coupling lever: the coupling finger B must be in the slot of lever A and the compensation spring F must be in contact. Arrow 26 must point to the flat of the through shaft 9. Refer to the manual for NAMUR left or right mounting diagrams.

What is the recommended air supply pressure?

The air supply must be between 1.4 and 6 bar. Use clean, oil-free air free of dust and water. Also respect the maximum working pressure of the servo motor.

How to make electrical connections?

The input signal (4-20 mA) connects to terminal block A. Limit switches connect to terminal block C according to the sensor type (inductive two-wire or contact). Options (terminal block B) include binary outputs, binary inputs, 4-20 mA retransmission. Follow the safety recommendations of document EX EVE0001.

What is the Autostart function?

Autostart is an automatic calibration procedure to adjust control parameters. Choose from: Mechanical stop (stops only), Standard (recommended), Optimized (fast), Damped (avoid overshoot), Aggressive (very fast). Start it in menu 2 after configuring the mounting.

What to do if the message 'Autostart err 1' appears?

This message indicates a problem during Autostart. Check: air pressure (must be sufficient), lever mounting (flat must be facing arrow), pneumatic connections (no obstructing plug), mechanical stops. Consult the troubleshooting table in the manual.

How to set the direction of action of the positioner?

In the main menu, select '3 Direction of action'. Choose 'Direct' (valve opens with 0 to 100% signal) or 'Reverse' (valve closes). Same for position retransmission. Confirm with (UP+DOWN) simultaneously.

Can the SRD991 be connected to a fieldbus?

Yes, depending on the variant. It supports Profibus PA (with configurable address in menu 10) and Foundation Fieldbus H1 (with simulation and Link Master/Basic Device profile). Follow the specific wiring instructions.

How to calibrate the 4-20 mA position retransmission?

Access menu 9.11 'Cal. Retrans'. Use 'Cal. 4 mA' to adjust the value to 0% stroke, and 'Cal. 20 mA' for 100% stroke. A current calibrator may be needed.

What does the message 'Ctrl diff error' mean?

This message indicates an abnormal control deviation. Possible causes: friction in the valve/servo motor, insufficient air pressure, unsuitable control parameters (gain too low), defective IP module or amplifier. Check each point in order.

How to reset to factory configuration?

In menu 9 'Reset calibr.', select '9.1 Reset Config' to reset all parameters. To force single or double acting mode, use '9.6 Reset+1eff' or '9.7 Reset+2eff'. Confirm with (UP+DOWN).

USER MANUAL SRD991 SCHNEIDER

SRD991 Intelligent Positioner

Blue industrial pressure regulator device with digital display and dual gauges (no visible text or symbols)

Quick Guide ..... (English)

These instructions are to be used as a guide for quick start-up. For more detailed information, please refer to the standard documents "Master Instructions" and "Product Specification Sheet". These can be found on our Website.

1. MOUNTING TO ACTUATORS

During operation, the flat side of the spindle 9 on the back of the positioner must always point towards the arrow 26. The working angle around this position is ± 45^ .

Any mechanical backlash may be source of poor control, oscillation and hunting as well as long duration of Autostart. Please use only original mounting parts and ensure that they are correctly mounted and tighten. By not using the original feedback lever or by using them in an inappropriate way, the performance of the positioner may be compromised.

MOUNTING TO LINEAR ACTUATORS

NAMUR Mounting - left hand -

Technical line drawing of mechanical assembly components (no text or symbols)

NAMUR Mounting - right hand -

Technical diagram of a mechanical assembly with exploded view, showing internal components and mounting features (no text or labels)

The carrier bolt B is in the slot of the feedback lever A and the compensating spring F touches the carrier bolt.

Carrier bolt B:

1 threaded sleeve 2 Stud 3 coupling piece

Direct Mounting

Technical line drawing of a mechanical device with no visible text or symbols

MOUNTING TO ROTARY ACTUATORS

• Do not tighten grub screw 4 against the thread of spindle 9! (see next page).
• When in use the flat side of the spindle 9 must move (0 ↔ 100%) in front of the arrow 26.

Technical illustration of a mechanical assembly with exploded view and assembled part (no text or symbols)

- When the product temperature rises, the drive shaft 1 increases in length. Therefore, the rotary adapter 3 must be mounted so that approx. 1 mm (0.04 in.) of clearance results between the drive shaft 1 and the rotary adapter 3. This is achieved by placing an appropriate number of washers 5 on the feedback spindle 9 before attaching the rotary adapter. Two washers should result in a clearance of 1 mm.

Cross-sectional diagram of a mechanical or electrical component with internal components and directional arrows (no text or symbols)

Actuator, left turning Actuator, right turning

2. CONNECTIONS

Check before mounting fittings and cable glands that the threads are matching; otherwise the housing can be damaged. The letter "G" on the housing marks where the pneumatic connections are in G 1/4 (otherwise NPT).

Ground

Connect earth cable to screw #1 (or screw #2 in the electrical connection compartment).

PNEUMATIC CONNECTIONS

WARNING

To avoid any personal injury resulting from bursting of parts, do not exceed maximum supply pressure of positioner and actuator. To avoid any personal injury or property damage from sudden or fast movement, during air connection: Do not put your finger or other part at any time inside the valve or in any moving part of the actuator or in the feedback lever mechanism. Do not touch the rear part of the positioner at any time. Connect air supply only after connections y1 (and y2 for double acting) are done. Air supply (s): 1.4 to 6 bar (but not more than the max. pressure of actuator), free of oil, dust and water!

Single acting, Direct mounting Single acting Double acting supply y1, y2 pneumatic outputs (--) closed

3. ELECTRICAL CONNECTIONS

The safety requirements of document EX EVE0001 as well as the requirements of PSS EVE0105 and MI EVE0105 for SRD991 must be observed!

3.1 Setpoint Electric Terminal A

3.1.1 SRD991-xD (w/o communication) SRD991-xH (HART)

3.1.3 SRD991-xP (PROFIBUS PA) SRD991-xQ (FIELDBUS FF)

3.2 Inductive Limit Switch Electric Terminal C

3.2.1 SRD991-xxxT or U

Two-wire proximity sensors, 3.2.2 SRD991-xxxR acc. to DIN 19234 or NAMUR

graph TD
    A[" "] --> B["Switching amplifier with intrinsically safe control circuit"]
    A --> C["Switching amplifier with intrinsically safe control circuit"]

graph TD
    A[" "] --> B[" "]
    B --> C["Contact 2"]
    B --> D["Contact 1"]
    B --> E["Supply voltage 10 to 30 V DC"]

3.2.3 SRD991-xxxV

Warning: For connection of micro switches please refer to MI (Master Instruction) and obey the safety requirements described in document EX EVE0001.

3.3 Option Board Electric Terminal B

3.3.1 Two binary outputs (SRD991-xxP)

Two-wire system, acc. to DIN 19234 or switched output.

graph TD
    A[" "] --> B["External power supply (e.g. intrinsically safe control circuit)"]
    C[" "] --> D["External power supply (e.g. intrinsically safe control circuit)"]

3.3.2 Two binary inputs (SRD991-xxB)

Binary inputs with internal supply for connection of sensors or switches (switch closed for a normal operation!)

3.3.3 Position feedback 4 to 20 mA and 1 Alarm (SRD991-xxQ ou SRD991-xxF)

Analog output 4-20 mA and Binary output Two-wire system acc. to DIN 19234 or switched.

graph TD
    A[" "] --> B["Analog output 4 to 20 mA, Two-wire system, supplied with external power supply"]
    A --> C["External power supply (e.g. intrinsically safe control circuit)"]

3.3.4 Two binary in-/outputs (SRD991-xxE)

Two-wire system acc. to DIN 19234 or switched in-/output.

* For intrinsically safe circuits please refer to certificate / data label for max. operating voltages etc.

4. START UP (Setting by means of local keys and LCD)

After mounting the positioner on the actuator, air and electrical input connected, you can start-up the SRD. The positioner can be adjusted by means of a local key-pad and LCD.

WARNING

To avoid any personal injury or property damage from sudden or fast movement, during configuration: Do not put your finger or other part at any time inside the valve or in any moving part of the actuator or in the feedback lever mechanism. Do not touch the rear part of the positioner at any time.

Push buttons

Enter / store

simu

IN OPERATION:

An already configured device may show the following display:

87.5%

Valve position

Process variable

For configuration press (M) and Main menu appears.

CONFIGURATION with push buttons and LCD:

If the SRD wasn't configured yet, the Main menu*) appears automatically after power-up:

SRD Main Menu
1	Mounting
2	Autostart
3	Valve Action

(The selected item is displayed with dark background.)

In menu 1 you select the type of mounting: Press keys (UP)+(DOWN) simultaneously to enter this menu.

Select your 'Type of mounting' by pressing (UP) or (DOWN).

Press keys (UP)+(DOWN) simultaneously to confirm and save. The SRD moves back to Main menu again.

To enter next menu (= menu 2, Autostart) press (UP) once:

Now press keys (UP)+(DOWN) simultaneously to enter menu 'Autostart'. (Continued on next page.)

Several Autostart options are available. Select relevant Autostart by pressing (UP) or (DOWN):

2 Autostart
2.1 Endpoints

2.2 Standard

2.3 Enhanced

2.4 Smooth resp.

2.5 Fast resp.

→ Determines only the mechanical stops of actuator / valve
→ Recommended for standard applications
→ Optimized control behaviour compared to Standard Autostart
→ Dampened control behaviour for e.g. smaller actuators
→ Undampened control behaviour for e.g. larger actuators

Press keys (UP)+(DOWN) simultaneously to confirm and to launch Autostart. The automatic adaptation to the actuator is composed of a sequence of steps indicated on the LCD.

With the last step the device is IN OPERATION:

87.5 %

Valve position

Process variable

87.5 %

Valve position Ctrl diff error

Diagnostic messages see following table.

5 TROUBLE SHOOTING (For more details see MI EVE0105 E)

Autostart err 1

Description of message / LCD text Remedy
Air supply too low Check air supply
Feedback lever (linear actuator) or Coupling (rotary actuator) incorrectly linked. Potentiometer moves out of operating range of ± 47^ of 0^ position	Check mounting. Flat area points to arrow on housing
Coupling (rotary actuator) incorrectly linked (R and L interchanged)	Check mounting
Pneumatic output to actuator closed or untight.When direct mounting onto FlowTop or FlowPak,the screw plug y1-d is not removed	Check pneumatic connections
Mechanical stops not determinable Check spring movement of actuator /check air supply / Check mounting
When using a booster or spool valve, no control parameters can be determined, since air capacity is too high	Device version is not suitable for this actuator;select version with smaller air capacity or remove booster
Control parameter too high since air capacity is too high (in general, oscillation in valve movement)	Use a booster or the version with spool valve.Reduce control parameter prop.-gain (Menu 6.1 and 6.2) to Code 10 = value 26.6.
Possibly incomprehensible configuration data Reset configuration, see Menu 9.1

Optionboard err

Description of message / LCD text Remedy
Configured status of the SRD deviates from existing version (e.g. Option board has been inserted subsequently)	Check if correct option board has been connected Confirm message by pressing keys (UP)+(DOWN) simultaneously
Bad contact Connections to terminals interchanged	Check connections Tighten electronics
Defective Exchange option board

Ctrl diff error

Description of message / LCD text Remedy
Actuator problems (high friction or blocked) Check actuator
Insufficient air supply Check air supply / air filter
Insufficient parameters for position controls,for example, amplification too small	Check control paramter,check pneumatic components
IP module or pneumatic amplifier defect Check with	Menu 7; replace if necessary

6 MENU STRUCTURE FOR SRD991 / SRD960

SRD Main Menu

Menu Factory		configuration	Description
1 Mounting
	1.1 Lin left √		Linear actuator, left-hand or direct mounting
	1.2 Lin right		Linear actuator, right-hand mounting
	1.3 Rot cclockw		Rotary actuator, opening counter-clockwise
	1.4 Rot clockw		Rotary actuator, opening clockwise
	1.5 Linear		For Top Mounting (only for SRD991)
2 Autostart
	2.1 Endpoints		Adaptation of the mechanical stops only
	2.2 Standard		Autostart recommended for standard application
	2.3 Enhanced		Enh. Autostart. Optimized control behaviour compared to Standard Autostart
	2.4 Smooth resp.		Enh. Autostart. Dampened control behaviour for e.g. smaller actuators
	2.5 Fast resp.		Enh. Autostart. Undampened control behaviour for e.g. larger actuators
3 Valve Action
	3.1 SRD		Action of Positioner:
	3.1.1 Direct √		Valve opens with increasing setpoint value
	3.1.2 Reverse		Valve closes with increasing setpoint value
	3.2 Feedback		Action of Feedback Unit:
	3.2.1 Direct √		Increasing Current with increasing valve position
	3.2.2 Reverse		Decreasing Current with increasing valve position
4 Character
	4.1 Linear √		Linear characteristic
	4.2 Eq Perc 1:50		Equal percentage characteristic 1:50
	4.3 Quick open		Inverse equal percentage characteristic 1:50 (quick opening)
	4.4 Customer		Custom characteristic (Configuration via DTM)
5 Limits/alarms			(Not locally available with LED versions of communication FF and Profibus)
	5.1 Lower limit 0 %		Closing limit is set to input value
	5.2 Cutoff low 1 %		0%-tight sealing point is set to input value
	5.3 Cutoff high 100 %		100%-tight sealing point is set to input value
	5.4 Upper limit 100 %		Opening limit is set to input value
	5.5 Splitr 0 % 4 mA		Split range 0 %: input value corresponds to 0 %
	5.6 Splitr 100 % 20 mA		Split range 100 %: input value corresponds to 100 %
	5.7 Lower Alarm -10 %		Lower position alarm on output 1 is set to input value
	5.8 Upper Alarm 110 %		Upper position alarm on output 2 is set to input value
	5.9 Valve 0%	4 mA	Configuration of rated-stroke of 0% at 4 mA
	5.10 Valve 100%	20 mA	Configuration of rated-stroke of 100% at 20 mA
	5.11 Stroke Range	x° / 20 mm	Configuration of nominal travel
	5.12 Units	SI	Configuration of temperature and pressure unit SI or Anglo US
6 Parameters
	6.1 Gain closing	15	P: Proportional gain for 'close valve'
	6.2 Gain opening	2	P: Proportional gain for 'open valve'
	6.3 Res time cl	7.5	I: Integration time for 'close valve'
	6.4 Res time op	2.4	I: Integration time for 'open valve'
	6.5 Rate lim cl 0.35		T63: Setting time for 'close valve'
	6.6 Rate lim op	0.35	T63: Setting time for 'open valve'
	6.7 Control gap 0.1		Permitted dead band for control difference
7 Output			Manual setting of IP-Module for testing of pneumatic output
8 Setpoint			Manual setting of valve position
	8.1 12.5% Steps		Setpoint changes of 12.5% steps by using push buttons Up or Down
	8.2 1% Steps		Setpoint changes of 1% steps by using push buttons Up or Down
	8.3 Do PST		Start Partial Stroke Test

Invensys Systems, Inc. 38 Neponset Street Foxboro, MA 02035 United States of America

schneider-electric.com

Global Customer Support Toll free: 1-866-746-6477 Global: 1-508-549-2424 Website: http://support.ips.invensys.com

Copyright 2010-2016 Invensys Systems, Inc. All rights reserved. Invensys, Foxboro, and I/A Series are trademarks of Invensys Limited, its subsidiaries, and affiliates. All other trademarks are the property of their respective owners.

Technical line drawing of mechanical assembly components (no text or symbols)

Technical diagram of a mechanical assembly with exploded view, showing internal components and assembly steps (no text or labels)

Technical line drawing of a mechanical device with no visible text or symbols

Technical diagram of a mechanical assembly with exploded view and assembled view (no text or labels)

Cross-sectional diagram of a mechanical or electrical component with internal components and directional arrows (no text or symbols)

2. ANSCHLÜSSE

3.1.3 SRD991-xP (PROFIBUS PA) SRD991-xQ (FIELDBUS FF)

Technical line drawing of mechanical assembly components (no text or symbols)

Technical line drawing of a mechanical assembly with exploded view and component detail (no text or labels)

MONTAGE SUR SERVOMOTEURS LINÉAIRES (continuer)

Technical line drawing of a mechanical valve assembly with no visible text or symbols

MONTAGE SUR SERVOMOTEURS ROTATIFS

Technical diagram of a mechanical assembly with exploded view and internal components (no text or labels)

Cross-sectional diagram of a mechanical or electrical component with internal components and directional arrows (no text or symbols)

2. RACCORDEMENTS

RACCORDEMENTS PNEUMATIQUES

ATTENTION

3.1.1 SRD991-xD (sans communication) SRD991-xH (HART)

3.1.3 SRD991-xP (PROFIBUS PA) SRD991-xQ (FIELDBUS FF)

1. MONTAGGIO SULL'ATTUATORE

Technical line drawing of mechanical assembly components (no text or symbols)

Technical line drawing of a mechanical assembly with exploded view (no text or symbols)

Montaggio diretto

Technical line drawing of a mechanical device with no visible text or symbols

Technical line drawing of a mechanical device with base and mounting base (no text or symbols)

COLLEGAMENTI PNEUMATICI

Per SRD991-xH (HART)

Per SRD991-xE (FoxCom it1)

Segnale 4 a 20 mA

Per SRD991-xF (FoxCom it2)

Per SRD991-xQ (FOUNDATION F. H1)

Error Messages: (for more error messages see the Master Instruction at our Website)

LEDs					Description of message / LCD text	Remedy
M	1	2	3	4
34	-	-	14	-	I'll loop current
Message 4:Input current outsideof operating range					Check nameplate (INPUT) for correct versionMessage appears at :Analog or HART: input current under approx. 3.8mA or above approx. 22 mAFieldbus or FoxCom: input current under approx.9 mA or above approx. 12 mA	check supply voltage (Analogue) orBus voltage (Fieldbus),exchange SRD if necessary

3/4	1/4	-	1/4	-	Pot problem
Message 5: Position sensor					Position sensor input recognizes error	check 3-pole plug at electronic board
						check cable to sensor
						check sensor (Potentiometer: 5k +20% -0%)
					Position not within permissible rotation angle range. Lower deviation of the original 0% and exceeding of the original 100%, which have been determined by Autostart.	Check feedback lever mounting (flat area points to arrow on housing)
					During Autostart a change of the direction of movement was found	Acknowledge via key (√), then o.k.
						Check further possible reasons: valve seat worn-out; spindle lock out-of-line; carrier unit on spindle lock is damaged (for determination of valve position).

3/4	1/4	1/4	1/4	-	No supply press
Message 7:Air supply /pneumatic error					Detection:spring closes: w >2 %, but position < 1 %spring opens: w < 98 %, but position > 99 %without spring:no actuator change in direction of position signal	check air supply pressure
						lead cable separated
						possibly poor control parameters are set
						pneumatic parts blocked

3/4	-	-	-	1/4	Autostart err 1
Message 8: AUTOSTART defective					Air supply too low	Check air supply
					Feedback lever (linear actuator) or Coupling (rotary actuator) incorrectly linked. Potentiometer moves out of operating range of ±47% of 0° position	Check mounting.Flat area points to arrow on housing
					Coupling (rotary actuator) incorrectly linked (R and L interchanged)	Check mounting
					Pneumatic output to actuator closed or untight/When direct mounting onto FlowTop or FlowPak, the screw plug y1-d is not removed.	Check pneumatic connections
					Mechanical stops not determinable	Check spring movement of actuator / check air supply / Check mounting
					When using a booster or spool valve, no control parameters can be determined, since air capacity is too high.	Device version is not suitable for this actuator; select version with smaller air capacity or remove booster.
					Control parameter too high since air capacity is too high (in general, oscillation in valve movement)	Use a booster or the version with spool valve. Reduce control parameter prop.-gain (Menu 6.1 and 6.2) to Code 10 = value 26.6.
					Possibly incomprehensible configuration data	Reset configuration, see Menu 9.1

M	1	2	3	4
34	14	-	-	14
Autostart err 2
Message 9: AUTOSTART defective				Configuration to single-acting instead of double-acting actuator	Initialize factory calibration for double-acting in Menu 9.7

3/4	1/4	1/4	-	1/4	Ctrl diff error
Message 11:Remaining control deviation					Actuator problems (high friction or blocked)	Check actuator
					Insufficient air supply	Check air supply / air filter
					Insufficient parameters for position controls,for example, amplification too small	Check control paramter,check pneumatic components
					IP module or pneumatic amplifier defect	Check in Menu 7; replace if necessary

Diagnosis without LED or LCD inform:

Fault	Possible cause	Solution
Positioner not operational using key pads	No input signal at 11, 12	Connect input signal
	Local operation blocked (write protection)	Remove blockage via communication
	No automatic power up (Reset)	Reset SRD with keys
	A key got jammed	Release cover screws, check menu functions, retighten cover
	Failure in the positioner	send device to manufacturer
Autostart not completed (>45 min)	Actuator volume too large	stop Autostart and carry out extended Autostart, see chapter 8.3, Menu 2 or apply booster
	Failure in the positioner, otherwise Message 8, 9	carry out Autostart again, see chapter. 8.1 and 8.3, Menu 2 carry out Reset configuration
		send device to manufacturer
	Autostart remains stagnant for a longer time (>10 min) in step 1 or 2 (LED 1 or 2 lights up), otherwise message 8	Feedback lever (at stroke actuator) incorrectly mounted. Verify installation of feedback lever, see chapt. 4; flat part points to arrow on housing
		Coupling piece (at rotary actuator) incorrectly turned (R and L mixed up): Verify direction of rotation, see chapt. 4; flat part points to arrow on housing
	Autostart remains stagnant for a longer time (>10 min) in step 3 (LCD: shows"Control params") (LED: #3 lights up)	At large volume actuators the Autostart can possibly remain stagnant for a longer time (>10 min) in step 3, prior to continuing in step 4
Actuator does not react to a change in the input signal	No Autostart performed.	Perform Autostart.
	Positioner is not IN OPERATION	Switch positioner IN OPERATION, see chap. 8.2 resp. Autostart or via Configurator
	Setpoint source is configured wrong	Correct configuration via configurator
Actuator does not attain the closed or opened position	Autostart not carried out	carry out Autostart
	Supply pressure too low	check supply air pressure
	Travel limit is set Message 12, 13	check settings, see chapter 8.3, Menu 5
	Angle position linearization, positioner action or characteristic curve is set incorrectly (e.g. 'Custom', but values are missing)	check settings, see chapter 8.3, Menus 1, 3, 4
Unstable behaviour, position control circuit oscillates	Autostart incomplete, therefore, control parameters not suitable	carry out complete Autostart, see chapter 8.3, Menu 2
	Small actuator volume but high air capacity	increase damping at pneumatic output, see chapter 8.3, Menu 8
	Friction on valve packing too great	loosen packing gland slightly or replace
	IP module or Pneumatic amplifier defective	change module, see page 47
Actuator reacts too sluggish	air capacity insufficient	attach booster
	damping set too high	reduce damping at pneumatic output, see chapter 8.3, Menu 8
	positioning time T63 set too high	reduce positioning time, see chapter 8.3, Menu 6
No communication possible	Input voltage too low	Eliminate voltage drop
	Faulty protocol, communicator and device type do not match	Check configuration of devices
	Wrong elektronics unit	change device