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FlowScanner 6000 Users Manual

The FlowScanner Model 6000 Valve Diagnostic System is a portable diagnostic and calibration tool designed to evaluate control valves' operating conditions without disassembly. The software, compatible with various Windows operating systems, manages valve testing and data analysis, requiring specific computer specifications for optimal performance. The manual includes detailed chapters on specifications, operation theory, configuration, testing procedures, and data management to assist users in effectively utilizing the system.

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0% found this document useful (0 votes)
86 views119 pages

FlowScanner 6000 Users Manual

The FlowScanner Model 6000 Valve Diagnostic System is a portable diagnostic and calibration tool designed to evaluate control valves' operating conditions without disassembly. The software, compatible with various Windows operating systems, manages valve testing and data analysis, requiring specific computer specifications for optimal performance. The manual includes detailed chapters on specifications, operation theory, configuration, testing procedures, and data management to assist users in effectively utilizing the system.

Uploaded by

willfranchesco
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 119

FlowScanner Model 6000

Valve Diagnostic System


Software User’s Manual
Version 6.6 SP1

October 2016
18B8477X152
FlowScanner Model 6000 Valve Diagnostic System Software User’s Manual

Copyright and Trademark Statement


FlowScanner™ Valve Diagnostic System Software. © 1990, 2016 Instrument & Valve
Services Company. All rights reserved. Unauthorized use or distribution of this software
program is strictly prohibited.
FlowScanner and FlowStor are marks of Instrument & Valve Services Company. Fisher
is a mark of Emerson Process Management. All other marks are the property of their
respective owners.
Disclaimer Statement
While this information is presented in good faith and believed to be accurate, Instrument
& Valve Services Company does not guarantee satisfactory results from reliance upon
such information. Nothing contained herein is to be construed as a warranty or guarantee,
expressed or implied, regarding the performance, merchantability, fitness or any other
matter with respect to the products, nor as a recommendation to use any product or
process in conflict with any patent. Instrument & Valve Services Company reserves the
right, without notice, to alter or improve the designs or specifications of the products
described herein.

ii October 2016
Software User’s Manual FlowScanner Model 6000 Valve Diagnostic System

Table of Contents
Chapter 1: Specifications ............................................................ 1
FlowScanner™ Valve Diagnostic System .......................................................1
Software Description .......................................................................................1
Recommended Computer Specifications .........................................................1
FlowScanner Model 6000 Hardware Unit Specifications................................2
Accessories Kit ................................................................................................4
Product Suppliers (Accessories Kit) ................................................................4
CE Certification ...............................................................................................5
Operability Determination ...............................................................................5
Chapter 2: Theory of Operation .................................................. 7
Step One: Review of the Application .............................................................7
Step Two: Survey of the Valve .......................................................................7
Step Three: Interpretation of the Results ........................................................8
Chapter 3: Measuring Pneumatic Pressure ............................... 9
Installing Temporary Test Connections ...........................................................9
Installing Permanent Test Connections .........................................................10
Chapter 4: Configuration........................................................... 13
Network Configuration ..................................................................................16
Software Configuration..................................................................................18
Chapter 5: Using the FlowScanner System ............................. 19
Hardware Setup..............................................................................................19
Software Startup with Login ..........................................................................19
Software Shutdown ........................................................................................20
Explorer .........................................................................................................20
Menu Bar .......................................................................................................21
File Menu .......................................................................................................22
View Menu ....................................................................................................22
Test Menu ......................................................................................................22
Tag Menu .......................................................................................................23
Graph Menu ...................................................................................................24
Tools Menu ....................................................................................................25
Window Menu ...............................................................................................26
Help Menu .....................................................................................................26
Toolbar ...........................................................................................................26
Graph Toolbar ................................................................................................27
Control Key Combinations and Function Keys .............................................29
Using Control Key Combinations and Function Keys To Complete
A Valve Test............................................................................................30
Chapter 6: Managing Tags & Tests .......................................... 33
Creating A New Tag ......................................................................................33
Tag Information window ...............................................................................33
Editing A Tag.................................................................................................34

October 2016 iii


FlowScanner Model 6000 Valve Diagnostic System Software User’s Manual

Copying A Tag...............................................................................................35
Printing Tag Information ...............................................................................36
Deleting A Tag Or Test .................................................................................36
Search Tool ....................................................................................................36
Valve Explorer ...............................................................................................38
Adding A Note To A Tag or Test ..................................................................38
Adding A Picture To A Tag or Test...............................................................38
Adding A File To A Tag or Test....................................................................39
Moving A Tag To Another Folder .................................................................39
Folders window..............................................................................................39
Exporting Data ...............................................................................................40
Importing Data ...............................................................................................41
Chapter 7: Test Setups .............................................................. 43
Setting Up Test Parameters............................................................................43
Explore Test Setup / Setups ...........................................................................45
Auxiliary Scaling / Auxiliary Setup...............................................................45
Chapter 8: Testing ..................................................................... 47
Test Window ..................................................................................................47
Test Window Selections ................................................................................47
Channel Inputs ...............................................................................................48
Zeroing the Travel and Pressures ...................................................................49
Using Strain Gauges with the SGIM-1 or SGIM-2 Interface ........................50
Selecting Hold After Test ..............................................................................51
Manual Control of the Valve .........................................................................51
Recording the Static End Points ....................................................................51
Recording Test Comments.............................................................................52
Calibrating Valve Instruments .......................................................................52
Running a Test In Control Mode ...................................................................54
Dynamic Scan Test ........................................................................................55
Step Change Test ...........................................................................................56
Static Point Test .............................................................................................57
Stepped Ramp Test ........................................................................................58
Step Study Test ..............................................................................................58
Sine Wave Test ..............................................................................................58
Running a Test in Monitor Mode...................................................................59
Saving Data ....................................................................................................62
Chapter 9: Test Results ............................................................. 63
Displaying and Analyzing Test Results .........................................................63
Graphing the Step Change Test .....................................................................63
Graphing the Step Study Test ........................................................................64
Graphing the Stepped Ramp Test ..................................................................64
Graphing and Analyzing the Static Point Test ...............................................64
Graphing and Analyzing the Dynamic Scan Test ..........................................65
I/P Plot ...........................................................................................................67
Positioner Plot ................................................................................................67
Valve Plot ......................................................................................................67
Graphing and Analyzing Strain Gauge Data .................................................71
vs. Time Graphs .............................................................................................78

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Software User’s Manual FlowScanner Model 6000 Valve Diagnostic System

Overlaying Test Data .....................................................................................79


Chapter 10: Reports .................................................................... 81
View Analysis Values / Quick Report ...........................................................81
Plotting a Graph .............................................................................................81
Printing a Quick Report .................................................................................81
Report Wizard ................................................................................................82
Vs. Time Reports ...........................................................................................83
Chapter 11: Utility Tools ............................................................. 85
Chapter 12: Calibration ............................................................... 87
Chapter 13: Technical / Product Support .................................. 89
Chapter 14: FlowScanner Help ................................................... 91
Chapter 15: Glossary................................................................... 93
Chapter 16: Standard Application Arrangements ..................... 99
Index space................................................................................ 111

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FlowScanner Model 6000 Valve Diagnostic System Software User’s Manual

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FlowScanner Model 6000 Valve Diagnostic System Software User’s Manual

Chapter 1: Specifications
FlowScanner™ Valve Diagnostic System
The FlowScanner™ Valve Diagnostic System, Model 6000, is a portable,
microprocessor-based diagnostic and calibration system specifically designed to evaluate
a control valve's current operating condition without disassembly and to recommend any
necessary corrective action. The FlowScanner™ Valve Diagnostic System analyzes each
pneumatic valve assembly as a complete process control package. This system also
analyzes individual components such as the I/P transducer, positioner, actuator, volume
booster, and other accessories. The FlowScanner™ Valve Diagnostic System then
determines critical valve parameters such as bench set, seat load, valve stroke, packing
and bearing friction, and other relevant aspects of valve performance. It can also be used
during setup and calibration before a valve is placed in service to ensure that the valve
will function as intended.
For more information about the FlowScanner™ Valve Diagnostic System, contact your
local Fisher Products sales office. Use the link below to find the Fisher Products sales
office in your area.
http://www2.emersonprocess.com/en-US/brands/fisher/Contacts/Pages/contacts.aspx

Software Description
The FlowScanner software program, when properly installed on a computer connected to
the FlowScanner Model 6000 hardware unit through a network connection, is used to
manage valve testing and data analysis. A licensed copy of the software can also be
installed on a personal computer where data storage and analysis functions can be
performed.
The FlowScanner software program is designed to run under Windows 10 OS
(Professional Edition, 64-bit version), Windows 8.1 OS (Professional Edition, 64-bit
version), or Windows 7 OS with SP1 (Professional Edition, 32-bit or 64-bit versions). To
successfully install and use the FlowScanner software program on a personal computer,
the specifications of the computer should match or exceed the recommended
specifications described by Microsoft for the supported Windows OS platforms.
The communications controls between the FlowScanner Model 6000 hardware unit and
the operating PC allows the use of either WiFi or an Ethernet cable for data
communications.
For a licensed copy of the FlowScanner software program to install on a personal
computer, contact your local Fisher Products sales office. Use the link below to find the
Fisher Products sales office in your area.
http://www2.emersonprocess.com/en-US/brands/fisher/Contacts/Pages/contacts.aspx

Recommended Computer Specifications


Operating System: Windows 10 OS (Professional Edition, 64-bit versions), Windows
8.1 OS (Professional Edition, 64-bit versions), or Windows 7 OS with SP1 (Professional
Edition, 32-bit or 64-bit versions).

October 2016 1
FlowScanner Model 6000 Valve Diagnostic System Software User’s Manual

FlowScanner Model 6000 Hardware Unit Specifications


Power Supply
• AC Power: 100 to 240 volts AC, 50 - 60 Hz (15 VDC output to system unit)
• External Battery: custom 12 volt NiMH pack provides 6 to 8 hours operation per
charge. Charges externally from AC source in 3 to 4 hours. (can use any 12-volt 1-
amp DC source in emergency)
Inputs (16-bit resolution)
• 8 pneumatic channels consisting of two of the following options:
o 4 pneumatic channels accept up to 100 psi signals
o 4 pneumatic channels accept up to 150 psi signals
o 4 pneumatic channels accept up to 300 psi signals
• 6 auxiliary channels accept 0 to +24 VDC signals, common ground (channels A-F)
• 2 auxiliary channels accept -12 to +12 VDC signals, common ground (channels G
and H)
Note: Monitor mode accepts 0 to 55 mA or 0 to 12 VDC to analyze valve response to the
system control signal.
Travel Inputs (2)
• Linear up to 25 inches or to 50 inches
• Rotational up to 360 degrees
Control Signal Output (16-bit resolution)
• 0 to 55mA
• 0 to 12 VDC
Computer Outputs
• Ethernet port
• Optional WiFi 802.11 wireless on some models
Housing
Aluminum case inside padded canvas operating shoulder bag
Pressure Connections
Tubing:
• 1/8-inch OD
• 1/16-inch ID (Parker p/n NB2-031, no substitutes)
Approximate Weight
• 14 pounds (6.4 kg)
Options

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Software User’s Manual FlowScanner Model 6000 Valve Diagnostic System

For more information about what options are available with the FlowScanner Model 6000
hardware unit, contact your local Fisher Products sales office. Use the link below to find
the Fisher Products sales office in your area.
http://www2.emersonprocess.com/en-US/brands/fisher/Contacts/Pages/contacts.aspx

October 2016 3
FlowScanner Model 6000 Valve Diagnostic System Software User’s Manual

Accessories Kit
The accessories kit contains the hardware required for data collection. The kit supports
transducer attachment to any operated valve (sliding stem or rotary) regardless of the
manufacturer. The following items are included in the kit:

• 25-inch cable transducer (for sliding • 1-inch cantilever C-clamp


stem valves)
• Flexible couplings (2)
• Rotary transducer (for rotary valves)
• Double stick tape
• Transducer mounting brackets (4)
• 1/8-inch pressure tubing
• Locking clamp (adjustable-jaw
• Pressure fittings
locking pliers)
• Attachment screws
• 10-inch locking pliers (for travel
feedback arm) • Rugged polyethylene case
• Articulated support arm (for rotary
transducer)

Product Suppliers (Accessories Kit)


25-inch Cable Transducer
Celesco Transducer Products, Inc.
Rotary Transducer
Encoder Products Company
Articulated support arm (Flexbar  articulated arms)
MSC
10-inch locking pliers (Irwin  VISE-GRIP  locking pliers)
McMaster Carr
Adjustable-jaw locking pliers (Bessey  SuperGrip  Clamps)
McMaster Carr

4 October 2016
Software User’s Manual FlowScanner Model 6000 Valve Diagnostic System

CE Certification
Verification testing has shown the FlowScanner Model 6000 hardware unit to be EMI CE
mark compliant and thus carries the EMI CE mark.
Operability Determination
The FlowScanner Model 6000 hardware unit and FlowScanner software program have
been verified and validated using plans developed internally under the Appendix B QA
Program of the Emerson Process Management Instrument & Valve Services Company,
Columbia, South Carolina. The system is manufactured under a 10CFR50, Appendix B
QA Program.
However, the data collected during a single test provides only a snapshot in time of the
valve condition. Valve serial card information entered by a FlowScanner system operator
is used in the analysis procedures, thus the analysis is only as reliable as the data
provided.
Other determinations of valve condition are subject to the experience of the engineer
making the analysis. The test data and subsequent analysis provides the engineer with
valuable tools and data to use in making a reasonable decision concerning valve
condition when combined with other data such as design basis criteria, systems
operability testing, calibration data, valve history, and serial card information. Therefore,
data generated by the FlowScanner Model 6000 hardware unit should not be used as the
sole source of information for determining operability of safety-related control valves in
nuclear operations.

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FlowScanner Model 6000 Valve Diagnostic System Software User’s Manual

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6 October 2016
FlowScanner Model 6000 Valve Diagnostic System Software User’s Manual

Chapter 2: Theory of Operation


The FlowScanner Model 6000 hardware unit and FlowScanner software program create a
data acquisition system used as an integral part of a condition-based maintenance
program or as a valve troubleshooting device. The FlowScanner valve diagnostic system
supports multiple data acquisition inputs that an operator can use to determine the overall
efficiency of the control valve asset.
Step One: Review of the Application
The first step in determining the efficiency of a control valve asset always starts with a
review of the application. Ask this question: Is the right valve being used for the right
application? Then, review the operational history of the valve to determine the type of
test to run. Typically, a Dynamic Scan (Dynamic Error Band) test is chosen.
Collect and review serial cards and operating records to determine the valve construction
and operating parameters. Any potential application problems are identified at this time.
Step Two: Survey of the Valve
Prior to stroking the valve it should be determined if the unit is used in modulation or
shut off service.
If the valve is used for shut off service only and never strokes fully open or fully closed
except in an emergency situation:
• If the FlowScanner technician strokes the unit prior to testing, s/he will be
preconditioning the valve and making it perform its intended task easier.
• If the unit is left alone, the very first stroke will collect and store real world data
replicating normal performance in the emergency state.
If the valve is normally used for modulating service and has remained in a sedentary
condition for an extended time, the FlowScanner technician will want to stroke the valve
prior to collecting data to exercise the unit.
Testing times vary based upon the test type and the actuator size or effective area. The
table shown below is a suggestion so that after evaluation a comparison can be made
between similar units.

Actuator Diaphragm Size Actuator Piston Size Stroking Time

Up to 100 square inches Up to 75 square inches 50

100 to 199 square inches 75 to 149 square inches 100

200 to 299 square inches 150 to 224 square inches 150

300 square inches and 225 square inches and 200


larger larger

For spring and diaphragm actuators much larger than 300 effective inches or piston
actuators larger than 225 square inches, a 200 second stroke time may not be a sufficient
length of time to stroke the unit fully open and fully closed. For these larger actuators it
should be the judgment of the trained FlowScanner technician to determine the proper

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FlowScanner Model 6000 Valve Diagnostic System Software User’s Manual

length of stroke time so an accurate Dynamic Error Band analysis number can be
compared between similar units.
A Typical Test
A test can be performed with the valve in control mode or monitor mode. The system
normally measures the pressures at the positioner gauge block via quick connect fittings.
If no quick connections are installed on the valve, use tee connections into the
instrumentation line.
Valve travel is measured off the valve stem with a transducer. A control signal connected
to the valve input (mA, Volt, PSI) strokes the valve through one cycle. The system then
generates "signature" data curves and a summary report covering parameters such as
bench set, seat load, valve stroke, packing friction, bearing friction, stroking time,
dynamic response, actuator spring rate, air supply (pressure and volume), positioner
dynamic response, and I/P dynamic response.
Test data is collected and saved in a FlowScanner archive database. A test record is
created that’s associated with the valve tag in the FlowScanner software program’s
“Explorer pane”.
Step Three: Interpretation of the Results
Test data generated by the FlowScanner system in Step Two can be interpreted by a
factory-trained engineer/technician to determine the overall operating efficiency of the
valve assembly and can be used to determine the necessary corrective action.
For specific training of your personnel, ask your local Emerson Process Management
Representative or Sales Office about Emerson Process Management Education Center
Course #1427.

8 October 2016
FlowScanner Model 6000 Valve Diagnostic System Software User’s Manual

Chapter 3: Measuring Pneumatic Pressure


CAUTION
Do not use the pneumatic pressure transducers to measure liquid pressure
or natural gas. The transducers (included in the FlowScanner Model 6000
hardware unit) are for pneumatic use only.
The pneumatic pressure transducers are located in the FlowScanner Model 6000
hardware unit case and connect to the valve through 1/8-inch nylon tubing and connector
fittings. The Parker Prestolok fittings used with the tubing connect simply by pushing the
tubing into the fitting. The tubing is released by pressing the gray collar around the tubing
inlet and simultaneously pulling out the tubing. These fittings do not have internal check
valves so the pressure must be shut off before disconnecting. The Prestolok fittings can
be mated to existing connections on the valve and accessories.
Most valves can be fully tested by measuring the supply, instrument (I/P), and output
pressures available at the positioner gauge block. Actuator stroke and actuator return
pressures must be measured for piston actuators. Volume boosters should be measured
separately from output pressure.
Installing Temporary Test Connections
In order to install the temporary fittings, the supply air and
instrument signal to the valve must be removed.

Positioners with Gauges


Remove the gauges for supply, instrument, and positioner output.
1. Select the appropriate Parker Prestolok fitting:
• 1/8 x 1/8 MNPT (68 PL 2–2)
• 1/8 x 1/4 MNPT (68 PL 2–4)
• 1/8 x 1/8 FNPT (66 PL 2–2)
Note: Emerson Process Management Type 3570 Positioners require the use of a
combination of the 68 PL 2-2 and the 66 C 2-2 Parker fittings on the bottom cylinder and
instrument connections.
2. Install the fittings in the gauge ports on the gauge block.
3. Tighten fittings and connect 1/8-inch nylon tubing to FlowScanner Model 6000
hardware unit’s transducer channels.
4. Verify the installation matches the assigned channels in the test set-up parameters.
Positioners with Schrader Valves (tire valves)
1. Connect the 1/4-inch MNPT Parker Prestolok fitting to the Type SS-52 clip-on
chuck for the required number of installations.
2. Tighten fittings and connect 1/8-inch nylon tubing to FlowScanner Model 6000
hardware unit’s transducer channels.
3. Verify the installation matches the assigned channels on the test set-up parameters.

October 2016 9
FlowScanner Model 6000 Valve Diagnostic System Software User’s Manual

Tubing Tee Connections


In cases where there is no gauge block available for taking pressure readings, temporary
tees must be installed in the tubing to access the required pressures. Install the Parker
Prestolok fitting in the tees and connect the tubing from the FlowScanner Model 6000
hardware unit’s connections to the Parker fitting.
Permanent tee-fittings are recommended if there will be repeated tests performed on the
valve.
Installing Permanent Test Connections
Permanent connections are used to provide a way to quickly connect the FlowScanner
Model 6000 hardware unit to obtain test pressures for a valve that will be subjected to
repeat tests over an extended period of time. New valves purchased from Emerson
Process Management can have permanent connections installed at the factory. Contact
your local Fisher Products sales office for this option on new purchases. Use the link
below to find the Fisher Products sales office in your area.
http://www2.emersonprocess.com/en-US/brands/fisher/Contacts/Pages/contacts.aspx
The following list briefly describes several recommended permanent connections.
Automotive Tire Valve Connection
• Type SS-52 Clip-On Chuck Automotive Tire Valve
• Automotive Tire Valve Test Connection - 1N908899012
• Service Tee - 1P312321992
• Pipe Nipple - 1B218826232
• Pipe Tee - 1C597547362
• Adaptor - 1H447099022
Refer to 3570 Series Pneumatic Valve Positioners Instruction Manual, Form
D200137X012, or to 3582 Series Pneumatic Valve Positioners Instruction Manual,
D200138X012, for general guidance when installing permanent connections.
Swagelock Quick Disconnect Connection
• Body - QC4-B-2PM
This number represents a quick disconnect body with 1/8-inch male NPT threads. For a
complete ordering number, use "SS" for 316 stainless steel or "B" for brass as a prefix to
the number shown above.
Install this part in the gauge block or in a tee inserted in the gauge block. The tee is
required if the gauges are to be installed. Omit the tee and install the body alone.
Gauges can be connected by using the fitting described below. For more detailed
information concerning this option, contact your local Fisher Products sales office. Use
the link below to find the Fisher Products sales office in your area.
http://www2.emersonprocess.com/en-US/brands/fisher/Contacts/Pages/contacts.aspx
• Stem - QC4-S-2PF

10 October 2016
Software User’s Manual FlowScanner Model 6000 Valve Diagnostic System

This number represents a quick connect stem with 1/8-inch female NPT. For a complete
ordering number use "SS" for 316 stainless steel or "B" for brass as a prefix to the
number shown above.
Insert a Parker Prestolok fitting (68PL 2–2) in the stem. Connect 1/8-inch nylon tubing to
the Parker fitting and snap the stem into the body installed in the gauge block.

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FlowScanner Model 6000 Valve Diagnostic System Software User’s Manual

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FlowScanner Model 6000 Valve Diagnostic System Software User’s Manual

Chapter 4: Configuration
Open the Configuration window from the “Tools” menu. The Configuration window
presents four functional areas where an authorized user, such as a supervisor or system
administrator, can set operating instructions for the FlowScanner Model 6000 hardware
unit and FlowScanner software program. Four tabs are available when this window is
opened: General, Units, Security, and Database.
Note: If the Configuration option (in the “Tools” menu) is disabled, you do not have
permission to open the Configuration window.
For configuration changes to take effect, close the Configuration window, exit the
FlowScanner software program and restart it, logging in again if necessary.
General Tab
o Days Between Calibrations
Set the number of days until the next calibration.
When you enter a number, the Save and Undo buttons are enabled. Click Save to set
the number of days until the next calibration; click Undo to return to the previous
value. Both buttons are then disabled until you change the number again.
o Verify Travel Direction
Default selection. This function compares the input signal with the signal from the
travel transducer. When the transducer is properly installed, the output signal from
the transducer should follow the input signal. If the FlowScanner Model 6000
hardware unit detects opposite signals (input signal increasing – travel signal
decreasing or vice versa), the travel signal will be inverted by the software. Disabling
this option will increase the speed of loading data, but can lead to incorrect display of
travel.
o Start In This Folder
This will select a folder that will automatically be selected and expanded on startup
of the software. This is useful for desktop applications where a FlowScanner archive
database contains many tests organized in many different folders.
o FlowScanner IP Address
This identifies the IP address of the FlowScanner Model 6000 hardware unit. It is
necessary for communications to be established between the laptop or desktop
running the FlowScanner software program and the FlowScanner Model 6000
hardware unit. (See the following section on “Network Configuration” for more
information on configuring IP addresses.) If you enter an IP address that is not in
the list, do not enter leading zeros in the fields. (For example, enter “10.6.0.10” not
“010.006.000.010”)
o Language
This should be set to “English”. (French is no longer available at this time).
Units Tab
The Units tab allows the authorized user/administrator to change standard units of
measurement used by the FlowScanner Model 6000 hardware unit and FlowScanner

October 2016 13
FlowScanner Model 6000 Valve Diagnostic System Software User’s Manual

software program. Units can be set for the following measurements: Linear, Area, Force,
Spring Rate, and Pressure.
When you make a change, the Save and Undo buttons are enabled. Click Save to set the
units change; click Undo to return to the previous value. Both buttons are then disabled
until you make another change.
Security Tab
The Security tab allows the authorized user/administrator to add users and set access
rights for users. When you click the Security tab, the Add User and Delete User buttons
are enabled. Click the Add User button to open the Add User window. Click the Delete
User button to begin the process of deleting the user listed in the User Name field.

Deleted information cannot be recovered or restored.


To select an existing user, open the list of users and highlight a user name. After a user is
selected, open the list of access items. Select an access item from the list and then assign
specific access privileges by checking the selections displayed in the Access Privileges
area. Once all selections have been made, click the Save button.
o Access privileges:
Tag Access
1. View Tags – access to view a Tag’s nametag information
2. Edit Tag – access to edit a Tag’s nametag information (except for a Tag’s Tag
Number or Serial Number; need to have View Tags access as well)
3. Change Tag or Serial # – access to change a Tag’s Tag Number (i.e. Valve Tag
field) or Serial Number (need to also have Edit Tag access as well)
4. Add Tags – access to add a Tag
5. Delete Tags – access to delete a Tag
Test Access
1. View Tests – access to edit Test comments
2. Run Tests – access to run a Test
3. Delete Tests – access to delete a Test
Report Access
1. View/Edit Reports – access to view or edit a Test report
2. Create Reports – access to create a Test report
3. Delete Reports – access to delete a Test report
Note/Picture/File Access
1. View Note – access to view a Note, Picture, or File
2. Edit Note – access to edit a Note, Picture, or File
3. Add Note – access to add a Note, Picture, or File
4. Delete Note – access to delete a Note, Picture, or File

14 October 2016
Software User’s Manual FlowScanner Model 6000 Valve Diagnostic System

Test Setup Access


1. View/Edit Test Setups – access to view or edit Test Setups or change a Tag’s
Test Setup
2. Delete Test Setups – access to delete a Test Setup
Configuration Access
1. Change Configuration – access to change FlowScanner Configuration
information (i.e. Configuration dialog window settings which includes the
General tab settings, Unit tab settings, Security tab settings, and Database tab
settings)
2. Change Security Settings – access to change FlowScanner Configuration
Security settings (i.e. Security tab of the Configuration dialog window; need to
also have Change Configuration access as well)
Folder Access
Folder Access is given via one of the accesses or a combination of accesses as
described above.
1. To create a folder – need Add Tag access
2. To rename a folder – need Edit Tag access
3. To delete a folder – need Delete Tag access, Delete Test access, Delete Report
access, and Delete Note access.
o Disable Security
Click the Disable Security checkbox to bypass the Login window. The software will
use the security settings for the administrative user when this is unchecked. With
security disabled, you will be prohibited from adding or deleting users, changing user
access privileges, or changing user passwords.
Whenever this checkbox is toggled, the FlowScanner software program will
automatically be exited. The FlowScanner software program will then need to be
restarted, logging in if necessary.
Database Tab
The Database tab allows the authorized user/administrator to select the archive database
that the FlowScanner software program will use to store tag and test data, either an
Access database or a SQL Server database. The authorized user/administrator may also
create a new Access database.
SQL Server 2008 with SP3 (32-bit version only), or SQL Server 2008 R2 with SP3 (32-
bit version only), or SQL Server 2014 with SP1 (32-bit version only) is supported with
the FlowScanner software program. For more information on implementing a SQL Server
installation, contact your local Fisher Products sales office. Use the link below to find the
Fisher Products sales office in your area.
http://www2.emersonprocess.com/en-US/brands/fisher/Contacts/Pages/contacts.aspx
To switch the archive database connection, select either an Access database or a SQL
Server database as the Database Type.
• If an Access database, click the Select button to locate the archive database to
connect to. The Select FlowScanner Archive window displays. Select the archive

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database to connect to and click the Open button. After selecting the archive
database, confirm that the path is properly displayed in the Location field. Then,
click the Connect button to connect to the archive database. The list of available
tags (in the Explorer pane) is refreshed and the tags in the archive database
switched to are displayed.
• If an SQL Server database, enter the Machine Name and the Instance Name (if
other than the default instance name) for the location/name of the SQL Server
being accessed, and enter the Database Name of the archive database to connect
to. Then, click the Connect button to connect to the archive database. The list of
available tags (in the Explorer pane) is refreshed and the tags in the archive
database switched to are displayed.
To create a new Access database, select the Create button. The Select New FlowScanner
Archive Location window displays. Select the database location for the new archive
database and enter the file name of the new archive database, and click the Open button.
A new Access database is then created.
Network Configuration
FlowScanner Model 6000 Hardware Unit
The PC and FlowScanner Model 6000 hardware unit must be set to compatible IP
addresses to enable communication over the Ethernet connection. If the two will operate
only with a single cable and won’t be connecting through an existing LAN, it is simplest
to use one of the preset IP addresses in the FlowScanner Model 6000 hardware unit, and
to set the PC Ethernet card to a compatible address.
The FlowScanner Model 6000 hardware unit has four preset IP addresses that can be
quickly selected by menu choice from the keypad. This allows for operation of multiple
FlowScanner Model 6000 hardware units in a LAN environment by selecting different IP
addresses for the different FlowScanner Model 6000 hardware units. Any of these IP
addresses can also be changed to be compatible with an existing LAN.
The FlowScanner Model 6000 hardware unit does NOT support DHCP for automatic
address assignment, since the address must be known and configured in the FlowScanner
software program.
The FlowScanner Model 6000 hardware unit is factory configured to use these IP
addresses:
Preset Channel IP Address Subnet Gateway
1 10.6.0.10 255.255.255.0 10.6.0.1
2 10.6.0.11 255.255.255.0 10.6.0.1
3 10.6.0.12 255.255.255.0 10.6.0.1
4 10.6.0.13 255.255.255.0 10.6.0.1

When the FlowScanner Model 6000 hardware unit has powered up, the active IP address
is displayed on the LCD. To change or configure the IP address of the FlowScanner
Model 6000 hardware unit, press the “MENU” key on the keypad when the unit is
running in the “Idle” state.

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The Main Menu screen is then shown. To change to one of the other preset IP addresses,
press the F1 key for “CHAN” selection. The display then changes to let you select one of
the four IP channels. Press the F1 through F4 keys to select the corresponding channel.
The screen then shows the channel selected with the IP address set for that channel.
If you want to pick a different channel, press the “BACK” key to return to the last screen.
If this is the IP you want to use, press “MENU” to close the menu screens and return to
the startup screen.
You can set any of the four channels to a custom IP address to enable the FlowScanner
Model 6000 hardware unit to work with a LAN or with a PC set to a different address
sequence. To configure a channel to a different IP address, select the MENU and press F3
to select “CONF” for configure. Then select the channel you want to configure to a
different address by pressing the appropriate F1 through F4 key.
You can then enter a custom IP address from the numeric keypad. To enter a 3-digit
sequence under “100” enter the leading zeros (e.g. “006”). The F1 and F2 function keys
can select a digit position to edit. When the address is correct, press the “ENTER” key to
move to the next screen.
Next, set the IP subnet address. This must agree between the FlowScanner Model 6000
hardware unit and the PC if they are connected directly without a LAN. This is edited just
like the IP address. When complete, press “ENTER” again.
Then set the address of the IP Gateway. If the FlowScanner Model 6000 hardware unit is
connected to a LAN, this entry tells the FlowScanner Model 6000 hardware unit where to
reach IP addresses outside the local subnet. This would be important if the unit were to be
connected to a LAN in order to allow access from the Internet for troubleshooting. This
address should be obtained from the LAN administrator.
Host PC
To configure the PC connecting to the FlowScanner Model 6000 hardware unit to work
with the default addresses, you must set the IP address of the Ethernet adapter to an
address in the same sequence, since with a single connection there is no active gateway.
It is suggested that an address in the range of 10.6.0.1 to 10.6.0.9 be used, with the same
subnet setting (255.255.255.0) as the FlowScanner Model 6000 hardware unit.
To set the adapter IP address in Windows, open the Network and Sharing Center via
clicking on Start and type in “Network and Sharing Center” and press the Enter key.
Next, find and click on the Change adapter settings link. Next right-click on the Local
Area Connection that the FlowScanner 6000 hardware unit will be connecting to and
select “Properties”. Next, find and click on the Internet Protocol Version 4 (TCP/IPv4)
selection and click on the “Properties” button. Then select Use the following IP address.
You can then enter the IP address and Subnet mask for your PC to work with the settings
of the FlowScanner Model 6000 hardware unit. It is suggested a range between 10.6.0.1
and 10.6.0.9 be used if one of the default IP addresses is used for the FlowScanner 6000
hardware unit. The Subnet mask should be filled in with 255.255.255.0. You may have to
restart the PC to have the new settings take effect.
If the PC will also be used on a LAN it may be better to have a static IP address
compatible with the LAN assigned for both the PC and the FlowScanner Model 6000
hardware unit, so they can be used either connected to the LAN or only to each other.
The Primary IP configuration can be set for use on a LAN and the alternate configuration
for use with the FlowScanner Model 6000 hardware unit. This avoids having to change

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IP addresses however it causes a delay when connecting to the FlowScanner while the PC
tries to obtain a DHCP address.
Note: If using WiFi communication instead of an Ethernet cable connection, Windows 7
OS, Windows 8.1 OS, and Windows 10 OS can be unreliable unless a static IP address is
assigned. With WiFi setting the primary IP configuration to an appropriate static IP
address is recommended.
Software Configuration
During installation, if an existing flowscanner.fsd archive database is detected on the PC,
the setup displays the Existing Archive Database window with the following two options:
o Keep Existing Archive Database
o Replace Existing Archive Database
If you select the Keep Existing Archive Database option, the existing flowscanner.fsd
archive database is used for the new FlowScanner installation. If you select the Replace
Existing Archive Database option, the existing flowscanner.fsd archive database is
backed up and a new, empty flowscanner.fsd archive database is created.
Similarly, during installation, if an existing configuration database is detected on the PC,
the setup displays the Existing Configuration Database window with the following two
options:
o Keep Existing Configuration Database
o Replace Existing Configuration Database
If you select the Keep Existing Configuration Database option, the existing configuration
database is used for the new FlowScanner installation. If you select the Replace Existing
Configuration Database option, the existing configuration database is backed up and a
new, empty (no user-defined usernames and passwords) configuration database is
created.
After the FlowScanner software program is installed, go to the General tab of the
“Configuration” menu to set the IP address of the FlowScanner Model 6000 hardware
unit. The FlowScanner software program must be told which IP address is used by the
FlowScanner Model 6000 hardware unit.
You can select between the four default addresses or enter a custom address to match one
assigned for your LAN. The address selected here is the one the software will use to
connect to the FlowScanner Model 6000 hardware unit when the “Test Valve” operation
is selected.
The FlowScanner Model 6000 hardware unit will respond to requests from a PC at any IP
address running the FlowScanner software program. However, to prevent interference
from other PCs, once a PC assumes control of the FlowScanner Model 6000 hardware
unit it “locks” to that IP address and will not respond to any other IP address until the
lock is released. The LCD on the unit will show the IP address to which it is connected.

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Chapter 5: Using the FlowScanner System


Hardware Setup
The FlowScanner Model 6000 hardware unit is designed to operate in a padded shoulder
case to protect the unit both in transport and in use. The lowest compartment of the case
holds the battery pack and the AC power adapter. The FlowScanner Model 6000
hardware unit fits above this compartment on a padded flap, with the power and Ethernet
connectors accessible through a flap in the end of the case. The space above the
FlowScanner Model 6000 hardware unit, above another protective flap, can be used to
coil the connecting cables and tubing, which can be left connected to the FlowScanner
Model 6000 hardware unit to save wear and tear on the connections. Once connected and
powered up, the case cover can be closed over the FlowScanner Model 6000 hardware
unit to protect it from weather during operation.
The AC adapter does not charge the battery; it only operates the FlowScanner Model
6000 hardware unit on AC power. A separate external battery charger is provided. The
battery should be removed from the case for charging, which takes about 3 hours. The
battery pack contains a thermal circuit breaker (TCO) that opens if the battery gets too
hot. The battery heats during charging, and may get hot enough to trip the TCO before it
gets fully charged. When this happens the battery charger will not indicate "Charge
Complete" (Green light) but will revert from “Charging” (Yellow light) to "Ready to
Charge" (Red light). To complete the charge you must disconnect and reconnect the
battery. When fully charged the Charge Complete light will illuminate."
If using the AC adapter, remove it from the case and use it externally, connecting to the
“MAIN” connection on the FlowScanner Model 6000 hardware unit. The battery can
connect simultaneously to the “BATTERY” connection, providing backup power if the
AC should be interrupted. There is also an “AUX” power connector on the FlowScanner
Model 6000 hardware unit that provides 12 VDC power to optional accessories, such as a
wireless Ethernet adapter.
The power connectors on the FlowScanner Model 6000 hardware unit look identical, but
use different size pins to prevent incorrect connections.
The connection between the FlowScanner Model 6000 hardware unit and the PC running
the FlowScanner software program is standard Ethernet, RJ45 connectors. When
connecting the PC directly to the FlowScanner Model 6000 hardware unit without and
Ethernet hub, a special “crossover” Ethernet cable must be used. A 15-foot crossover
cable is provided with the unit. Longer cables can be used, but for longer distances
wireless Ethernet adapters, such as devices using 802.11a, 802.11b, and 802.11g
protocols, are often more convenient.
Software Startup with Login
To start the FlowScanner software program, first start the host computer (laptop or
desktop) and when the operating system has successfully started, click on the
FlowScanner program via the Start | All Programs | FlowScanner menu selection. While
the FlowScanner software program starts, a splash screen with the FlowScanner software
program’s title and version number displays. Then the FlowScanner Login window
displays over the main program window. Enter the proper username and password and
click OK. The login window disappears and you now have access to all FlowScanner
hardware and software features.

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Tip: Click the Cancel button in the login window to close the FlowScanner software
program without logging in.
Tip: You can apply a background image to the FlowScanner software program’s main
window by locating a .jpg file in the C:\ Users\Public\Public Documents\Emerson
Process Management\FlowScanner folder and renaming it Wallpaper.jpg.
Software Shutdown
Before shutting down the FlowScanner software program, wait until the current valve test
is complete or properly stop the test. Then, exit the FlowScanner software program by
clicking the "X" in the upper right corner of the FlowScanner’ s Main window. You may
also select the “File” menu and click Exit. The FlowScanner software program shuts
down and you may now shut down the Windows operating system and power off the
FlowScanner hardware unit.
Explorer
The Explorer pane is part of the FlowScanner software program’s main window. All tags
listed in the current archive database appear in the Explorer pane. The "Jump To" box
and a tag summary display are also part of the Explorer pane. Press the F6 function key to
open and close the Explorer pane or select Show Explorer / Hide Explorer in the “View”
menu.
Context Menus
FlowScanner software program makes extensive use of context menus. A context menu is
a menu that displays when you highlight a list item and then click the right mouse button.
A context menu appears with a set of specific options for the highlighted item. The
options that appear in a context menu differ depending on the highlighted item.
When you install FlowScanner software program, one folder appears in the Explorer
pane: None. None is simply the starting point for creating tags.
Right-clicking using the mouse on the None folder and in the context menu select Create
Tag. The New Tag window displays; enter the tag number, serial number, and type of
valve. When you click Create or Create & Edit, a tag is created in the archive database
and the tag number is displayed in the Explorer pane in the None folder. You may create
a different folder at any time and assign a tag to a different folder.
"Jump To" Box
A FlowScanner archive database may contain hundreds of control valve packages. Use
the "Jump To" box to find a specific tag or folder quickly. If you know the full tag
number or folder name, type it and then click Go or press the Enter key. If you are unsure
of the full tag number or folder name, enter the first character and the software will
complete the number or folder name for you. You may then click Go or modify the
number and click Go.
You can also use the “Jump To” box to find any specific item quickly if you know the
DB record ID of the item. Enter the DB record ID of a specific item as follows:
If a Tag item: TAGID> DB ID number
If a Test item: TSTID> DB ID number
If a Note item: NTEID> DB ID number
If a Picture item: PICID> DB ID number

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If a Report item: RPTID> DB ID number


If a File item: FILID> DB ID number
Explorer Item Summary Display
When you highlight a Tag item in the upper area of the Explorer pane, a summary of the
control valve represented by the tag is displayed in the lower area. The summary includes
the valve body type number, actuator type number, positioner manufacturer, and
transducer type number.
Highlighting other items in the upper area of the Explorer pane will display an
appropriate summary of the highlighted item in the lower area as well.
Menu Bar
The menu bar is located across the top of the FlowScanner software program’s main
window just above the toolbar and provides access to many FlowScanner software
options. The menu bar and several of the menus are dynamic, changing as you access
different FlowScanner software options.
The menu bar contains these menus:
o File
o View
o Test
The “Test” menu is enabled only when an existing test is highlighted in the Explorer pane
or when the Test window is open. The “Test” menu is dynamic; the menu changes when
the Test window is open. A list of the tests available displays and you can select the type
of test that you wish to perform with the FlowScanner hardware and software. The
available tests are:
o Dynamic Scan
o Step Change
o Static Point
o Stepped Ramp
o Step Study
o Sine Wave
o Monitor Mode
o Tag
The “Tag” menu is enabled only when an existing tag is highlighted in the Explorer pane.
o Graph
The “Graph” menu is enabled only when a graph is open.
o Tools
The “Tools” menu is dynamic; the menu changes when the Test window is open. When a
graph is open, the “Tools” menu is disabled.
o Window

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o Help
File Menu
The first menu of the FlowScanner software program’s menu bar is the “File” menu. The
following options are available from the “File” menu:
o Import Data
This option allows you to import tag information and test data to be analyzed. Via the
submenu display options, data may be imported from another MS Access or SQL
Server archive database (versions 5.5 of the software and later), from DOS files, or
from a previous MS Access archive database (version 5.1x of the software). Data
from a FlowStor™ database first needs to be extracted to DOS files using
FlowStor™. Then this option will allow you to import the data from the DOS files
as stated above.
o Export Data
Use this option to export tag and test data. Select Export Data to open the Export
Pane window. Choose to either export data to another archive database, or export test
data to a single .csv text file for each test record (that can then be brought up directly
into Excel).
o Change Password
Use this option to change your password. Select Change Password to open the
Change Password window.
o Exit
This option allows you to exit the program. Select Exit to close the FlowScanner
software program.
View Menu
The following options are available from the “View” menu:
o Hide/Show Explorer F6
Select this menu option to hide the Explorer pane. Hiding the Explorer pane allows
more room for other windows such as the Test window. When the Explorer pane is
hidden, this option changes to Show Explorer F6. You may also press the F6 function
key on the keyboard to hide or show the Explorer pane.
o Refresh/Refresh Plot F5
Select this menu option to refresh any display of data. You may also press the F5
function key on the keyboard to refresh the display of data. When a graph is
displayed, this option changes to Refresh Plot F5.
Test Menu
The following options are available from the “Test” menu:
o View Analysis Values / Quick Report
Highlight a specific test in the Explorer pane and then select this menu option to open
the Analysis Values window to view the Analysis Values, create a new report, print a
quick report, or plot a Dynamic Scan graph.

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o Create New Report


Highlight a specific test in the Explorer pane and then select this menu option to start
the Report Wizard.
o Edit Test Comments
Highlight a specific test in the Explorer pane and then select this menu option to edit
the test comments.
o Delete Test

Deleted information cannot be recovered or restored.


Highlight a specific test in the Explorer pane and then select this menu option to
delete the test.
o Explore Test Setup
Select this menu option to open the Test Setup window for the test.
o As Tested
Select this menu option to open either the Valve Explorer window for the tag at the
time the test was run, or the Analysis Values window for the test.
o Custom Graph
Select this menu option to open the Custom Graph window to plot a custom graph for
the test or multiple tests.
o vs. Time Plots
Select this menu option to open the Custom Graph window to plot a vs. Time plot for
the test or multiple tests.
o Standard Graphs
Select this menu option to display graph window for one of several Dynamic Scan
plots for the test.
o Test Setups
Select this menu option to open the Test Setups window.
o Auxiliary Scaling
Select this menu option to open the Auxiliary Scaling window.
Tag Menu
The following options are available from the “Tag” menu:
o Create Tag
Select this menu option to open the New Tag window.
o Edit Tag
Select this menu option to open the (tag number): Tag Information window.
o Copy Tag

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Select this menu option to open the Copying tag (number) window so tag data can be
copied.
o Print Tag
Select this menu option to immediately print tag information.
o Delete Tag

Deleted information cannot be recovered or restored.


Select this menu option to delete the highlighted tag.
o Explore Tag
Select this menu option to open the Valve Explorer window. The Valve Explorer
window contains the following valve information:
o General information
o Body information
o Trim information
o Actuator information
o Positioner information
o Transducer Input information
o Criteria information
o Explore Test Setups
Select this menu option to open the Test Setups window for the tag.
o Test Valve
Select this menu option to open the Test window. This option will not be enabled if a
plot window is currently open.
Graph Menu
The following options are available from the “Graph” menu:
o Show Analysis
Select this menu option to show/hide the analysis of the graph.
o Show Analysis Area
Select this menu option to show/hide markers indicating the range analyzed.
o Show Elapsed Time Analysis
Select this menu option to show/hide the elapsed time between two selected points on
any vs. Time plots (excluding Custom plots where you can choose which channels to
plot on the X, Y, and Y2 axis).
o Show Tag Data
Select this menu option to show/hide the Tag Data via the Valve Explorer window.
o Analyze Bench Set At Actual Travel

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Select this menu option to analyze bench set at actual travel vs. specified travel.
o Analyze Strain
Select this menu option to show the strain analysis of the graph.
o Overlay
Select this menu option to hide/show overlay of either friction values or strain values
on the graph.
o Apply Filter
Select this menu option to the noise of the selected channel.
o Zero
Select this menu option to zero either the Y or Y2 axis.
o Show Data Points
Select this menu option to hide/show circles around the data points on the graph.
o Show Grid Lines
Select this menu option to hide/show grid lines on the graph.
o Show Legend
Select this menu option to hide/show the legend below the graph.
o Show Pre Load
Select this menu option to hide/show the preload analysis of the graph. This is the
value /point of the lower bench set at actual travel.
Tools Menu
The following options are available from the “Tools” menu:
o Search
Select this menu option to open the Search window to search for either tags, tests, or
folders.
o Sort Explorer
Select this menu option to sort the tag entries in the Explorer pane.
o Change Explorer Font
Select this menu option to change the font in which the tag entries are displayed in
the Explorer pane. When you select Change Explorer Font, the Font window
displays. Select the font, font style, and font size for the text displayed in the
Explorer pane.
o Utility Tools
Select this menu option to launch various stand-alone utility tools (up to a max of 6),
like the Sensitivity Worksheet or the PPD Calculator which are supplied by IVS, or
others supplied by the customer.
o Configuration

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Select this menu option to open the FlowScanner Configuration window.


Window Menu
Select the “Window” menu to view a list of open windows.
Help Menu
The following options are available from the “Help” menu:
o Help Topics
Select this menu option to open this manual using Adobe Acrobat or Adobe Acrobat
Reader.
o About FlowScanner
Select this menu option to see the version of the FlowScanner software program on
your PC.
Toolbar
The toolbar is located across the top of the FlowScanner software program’s main
window just below the menu bar. The toolbar consists of a series of buttons that provide
access to different FlowScanner software options.
The toolbar contains these buttons:

Toggle Explorer Pane (file folder search icon)


Click the Toggle Explorer Pane button to open and close the Explorer pane.
Folders (file folder icon)
Click the Folders button to open the Folders window.
Close All Windows (white X-mark in red circle icon)
Click the Close All Windows button to immediately close all windows open in the
FlowScanner software program’s workspace. This button does not close the Explorer
pane.
Create Tag (new valve icon)
Click the Create Tag button to open the New Tag window.
Test Valve (up-red/down-blue arrows icon)
Click the Test Valve button to open the Test window.
View/Edit Record (red pencil icon)
Click the View/Edit Record button (red pencil icon) to view or edit the record item
highlighted in the Explorer pane.
Create Report (hand/writing icon)
Enable the Create Report button by highlighting a test in the Explorer pane. Click the
Create Report button to open the Report Wizard window.
Print (printer icon)

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Click the Print button to immediately start printing the tag information associated
with the highlighted tag.
Delete Record (red X-mark icon)

Deleted information cannot be recovered or restored.


Click the Delete Record button (red X-mark icon) to delete the record item
highlighted in Explorer pane. When you click the Delete Record button, a
confirmation box displays, asking you to confirm or cancel the decision to delete the
highlighted record item.
Add Note (yellow note icon)
Click the Add Note button to open the Tag Note or Test Note window depending on
whether a tag or a test is highlighted in the Explorer pane. Information entered into
the Tag Note or Test Note window is associated with the highlighted tag or test,
respectively.
Add Picture (mountains with yellow sky icon)
Click the Add Picture button to open the Tag Picture or Test Picture window
depending on whether a tag or a test is highlighted in the Explorer pane.
Add File (floppy disk icon)
Click the Add File button to add a file to a tag or a test depending on whether a tag or
a test is highlighted in the Explorer pane.
Test Setups (silver wrench icon)
Click the Test Setups button to open the Test Setups window.
Auxiliary Scaling (scales icon)
Click the Auxiliary Scaling to open the Auxiliary Scaling window.
Search (binoculars icon)
Click the Search button to open the Search window to search for tags, tests, or
folders.
Help (purple book icon)
Click the Help button to open this manual in Adobe Acrobat or Adobe Acrobat
Reader.
Graph Toolbar
When displaying a graph, the graph window contains an additional toolbar with buttons
pertaining to graph and analysis functions. These include:

Zoom In
Click to zoom in to the area of the graph that has been “boxed” in by the cursor lines.
Zoom Out

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Click to zoom out to the original graph scale


Reset
Click to reset the graph back to the original view settings
Show Data Points
Click to show/hide circles around the data points
Show Grid Lines
Click to show/hide grid lines on the graph
Show Legend
Click to show/hide the legend below the graph
Show Analysis
Click to show/hide the analysis of the graph
Show Analysis Area
Click to show/hide analysis range limits indicating the range analyzed
Show Elapsed Time Analysis
On any vs. Time plots (excluding Custom plots where you can choose which
channels to plot on the X, Y, and Y2 axis), click to show/hide the elapsed time
between two selected points
Show Friction/Torque
On Net Pressure plots, click to show/hide overlay of friction/torque values. When
friction/torque is shown, normal practice is to show friction/torque on a non-zoomed
in plot. The friction/torque values will be shown between 5% and 95% of when travel
begins and ends. The user can change this by selecting a different analysis area.
Mirror Travel
When enabled, click to inverse travel readings
Show Tag Data
Click to show/hide the Tag Data via the Valve Explorer window
Print Graph
Click to print the graph. This includes the Legend if displayed.
Copy Graph
Click to copy the current graph view to the clipboard
Save Manual Selections
Click to save any manual selection of analysis range limits and/or best-fit (bench set)
line end point(s)
Override Saved Manual Selections

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Click to temporarily analyze using the default analysis range limits and/or best-fit
(bench set) line end points instead of the saved manual selections. This will also
display a list of the manual selections that have been saved.
Control Key Combinations and Function Keys
FlowScanner software program functions can be commanded by pressing one or more
keys on the keyboard of the integrated laptop computer. Control key combinations
require you to press and hold the Control (Ctrl) key and then press and release a second
key to execute the command or program function. The Shift key or the Alternate (Alt)
key is sometimes used in place of the Control key in specific key combinations.
The Control, Shift, and Alternate keys are also known as modifier keys. Key
combinations are also known as hot key or shortcut key combinations.
Function Keys
Function keys are the special keys labeled from F1 to F12 on a computer keyboard. When
a software program such as FlowScanner is started, unique commands are assigned to one
or more of the function keys. Then, pressing the function key executes the command.
All Windows
Alt + Letter - Open menu from the program’s menu bar
Ctrl – F4 - Closes active window
F1 - Opens this manual in Adobe Acrobat / Adobe Acrobat Reader
F6 - Toggle Explorer pane
Tab - Moves cursor from field to field or button to button
Test Window
Alt + Letter - Open menu from the program’s menu bar
F1 - Opens this manual in Adobe Acrobat / Adobe Acrobat Reader
F6 - Toggle Explorer pane
Tab - Moves cursor from field to field or button to button
After Data Acquisition has been turned on:
Alt + E - Mark static end points
Alt + Z - Zero pressures
F3 - Starting Output Value (mA or V) + 5%
Shift + F3 - Starting Output Value (mA or V)
F4 - Ending Output Value (mA or V) - 5%
Shift + F4 - Ending Output Value (mA or V)
F9 - Start a test
Left, Up Arrow - Increase output
Right, Down Arrow - Decrease output
Pg Up - Increase output fast

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Pg Down - Decrease output fast


End - 0% Output Value (mA or V)
Home - 100% Output Value (mA or V)
Any key stops a test in progress
Graph Window
F1 - Opens this manual in Adobe Acrobat / Adobe Acrobat Reader
F2 - Close the Graph window
F3 - Show analysis area (if analysis is visible)
F4 - Toggle analysis on / off
F5 - Refresh Graph window
F6 - Toggle Explorer pane
F7 - Line Thickness, Less
F8 - Line Thickness, More
F9 - Toggle grid lines
Arrow Keys - Move graph cursors (CTRL, ALT, SHIFT increases rate)
INS - Lock cursor position and select opposite cursor
(Used in conjunction with Right and Left Arrow keys)
M - Mark point
Tab - Moves cursor from field to field or button to button
Using Control Key Combinations and Function Keys To
Complete A Valve Test
The FlowScanner Valve Diagnostic System (FlowScanner hardware unit with integrated
laptop computer and FlowScanner software program) is designed for the completion of a
valve test without the use of a mouse or touchpad. Program functions can be commanded
by pressing one or more keys on the keyboard of the integrated laptop computer. Follow
these instructions to complete a valve test.
1. Start the FlowScanner hardware unit and then start the software.
2. Press the Tab key several times until the selected folder in the Explorer pane is
highlighted. Press the Up or Down Arrow as needed to move the selection highlighter
to the folder you wish to create the new tag in. Then, press this key combination to
continue.
Shift + F10 – Opens the context (right-clicking using the mouse) menu for the
highlighted folder.
3. Press the Down Arrow to move the selection highlighter to the Create Tag menu
option.
4. With Create Tag highlighted, press the Enter key to open the New Tag window. The
cursor displays in the New Tag Number field.

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5. Enter the tag number in the New Tag Number field by typing on the keyboard and
press the Tab key to move the cursor to the New Serial Number field.
6. Enter the serial number in the New Serial Number field by typing on the keyboard
and press the Tab key several times until the Type field is highlighted.
7. Press the Up or Down Arrow to change the valve type selection in the Type field.
Then, press the Tab key several times until the Create button is highlighted.
8. Press Enter to create the new tag. The new tag displays in the Explorer pane.
9. Press the Tab key several times until the selected folder in the Explorer pane is
highlighted. Press the Down Arrow to move the selection highlighter to the new tag.
Then, press this key combination to continue.
Shift + F10 – Opens the context (right-clicking using the mouse) menu for the
highlighted tag.
10. Press the Down Arrow to move the selection highlighter to the Test Valve menu
option. Press the Enter key and the Test window displays.
11. Press the Tab key to move the cursor within the Test window. Make selections and
move the cursor until the Data Acquisition Off button is highlighted. Press the Left
Arrow to turn on the data acquisition.
12. Make additional selections as appropriate and move the cursor until the START
button is highlighted. Press Enter to start the test.
13. After the test is finished (if the Test window isn’t maximized):
Alt + Space – Opens the FlowScanner software program’s Main window menu
shown in the upper left corner.
Right Arrow – Opens the Test window menu.
Down Arrow – Highlights Close on the Test window menu. Press Enter to close the
window.
To edit tag information, follow these steps.
1. Press F6 to open the Explorer pane (if not still visible) and then press the Tab key
several times until the tag is highlighted. Then, press this key combination to
continue.
Shift + F10 – Opens the context (right-clicking using the mouse) menu for the
highlighted tag.
2. Press the Down Arrow to move the selection highlighter to the Edit Tag menu option.
Press the Enter key and the Tag Information window displays.
3. Press the Tab key to move the cursor from field to field in one tabbed page of the
window. To open another page, press the Alt key plus the key representing the letter
underlined in the tab title. For example, to open the Positioner page, press Alt + P.
Use Alt + Space to open window control menus, as needed, to close the Tag Information
window, and to exit the FlowScanner software program.

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Chapter 6:

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Chapter 6: Managing Tags & Tests


Creating A New Tag
If the valve to be tested does not have a tag created and stored in the archive database,
click on the Valve button in the toolbar to open the New Tag window. In the New Tag
window, enter a tag number and/or serial number, select the valve type (sliding stem or
rotary), and select the folder to create the tag in. To create the tag, click either the Create
button or Create & Edit button.
o Create button: Click the Create button and the tag number you entered immediately
appears in the Explorer pane in the folder selected. When the tag number appears,
you may immediately right-click using the mouse on the tag number and select Test
Valve from the context menu. The Test window displays and you may proceed with
FlowScanner testing of the valve.
o Create & Edit button: Click the Create & Edit button to create the tag entry in the
folder selected and the Tag Information window opens. In the Tag Information
window, you may enter detailed information about the control valve package. With
the Tag Information window open, you may, at any time, run a valve test by right-
clicking using the mouse on the tag number in the Explorer pane and selecting Test
Valve from the context menu.
o Cancel button: Click Cancel to close the New Tag window without creating a tag.
You may also open the New Tag window by right-clicking using the mouse on any
existing folder in the Explorer pane and selecting Create New Tag from the context
menu. The new tag will appear in the folder selected when you click Create or Create &
Edit.
Tag Information window
In the Tag Information window, you can maintain detailed information about the control
valve package represented by the tag. Open the Tag Information window when you are
creating a new tag by clicking the Create & Edit button in the New Tag window. You
may also open the Tag Information window by right-clicking using the mouse on any
existing tag displayed in the Explorer pane and selecting Edit Tag from the context menu.
Click the View/Edit Record button (red pencil icon) in the FlowScanner software
program’s toolbar to open the Tag Information window.
The Tag Information window is divided into tabs; each tab represents a major component
of the entire valve construction. Click each tab in the window to open the specific page
for data entry.
In many fields with a selection list, you may enter unique information instead of selecting
from the list. For example, in the Positioner page, if you select Bailey, the software
creates a list of Bailey positioner models (AP9, AV1, …). However, you may enter a
unique search term, instead of selecting from the list.
Some fields do require a list selection in order to maintain consistent software execution.
Some fields are background shaded orange to signify that when filled in they will auto
populate other related fields and/or to signify that they need to be filled in for computer
analysis of the data (i.e. fields whose values are used in analysis equations).

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After you have entered data in any of the pages, click the Save button to save the data in
the archive database. Next to the Save button is the Undo button. Click the Undo button
to undo your most recent change.
Click the Print button to print all of the information in all of the pages in the Tag
Information window. Note: A print preview window will be displayed prior to printing.
Editing A Tag
To edit the information associated with a specific tag, open the Tag Information window.
Right-click using the mouse on the tag number in the Explorer pane and select Edit Tag
from the context menu. The Tag Information window displays.
In the Tag Information window, you can edit the information that has been entered about
the control valve package represented by the tag. Click each tab in the window to open
the specific page for data editing.
The Criteria page provides a summary of vital information about the control valve
package. For example, if you open the Positioner page and select Input Type – mA, Input
Zero – 4, and Input Full – 20, this information is immediately displayed in the Criteria
page. Furthermore, you can enter maximum and minimum values for each specification
listed in the Criteria page.
In many fields with a selection list, you may enter unique information instead of selecting
from the list. For example, in the Positioner page, if you select Bailey, the software
creates a list of Bailey positioner models (AP9, AV1, …). However, you may enter a
unique search term, instead of selecting from the list.
Other fields require a selection from the list for calculation purposes.
I/P Transducers
When using I/P Transducers and filling out or reviewing the Nametag for a particular
valve, you should be aware of the following situations:
1. If the Input Type on the Positioner page is set to “AIR”, the I/P Transducer will
not be considered an Integral I/P Transducer, and one of two cases is true:
a. If there is no I/P converter as part of the valve assembly, the tech has to
use his own “test” I/P Transducer to run the test. But since it is not part
of the valve it shouldn’t be allowed to affect the “Total Valve” plot or
report.
i. Therefore, it should be identified on the Transducer page by
filling out the Manufacturer and/or Model fields to “None” (case
insensitive) to show it isn’t part of the valve.
ii. Thus, the Positioner and Total Valve plots and report should
both show as Travel vs. Air input (the output of the Test I/P), i.e.
they are the same. Therefore, only the Positioner graph and
report is made available to you but not the Total Valve graph and
report.
iii. The use of the word “None” (case insensitive) in the
Manufacturer and/or Model fields on the Positioner page has no
impact on the availability of graphs.
iv. You should ensure that “None” is used in either the
Manufacturer field or the Model field on the I/P Transducer page
so that appropriate graphs and reports are available and analysis
is performed correctly.

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b. If there is an I/P Transducer on the valve assembly:


i. It should be identified on the I/P Transducer page by filling out
the Manufacturer and Model fields.
ii. The I/P plot and report should show as Output Pressure vs.
Signal(ma)
iii. The Positioner plot and report should show as Travel vs.
Positioner Input Pressure
iv. The Total Valve plot and report should show as Travel vs. Signal
(mA).
v. If the Manufacturer and Model fields on the I/P Transducer page
are left blank, the software interprets this as an I/P Transducer
being present but that the user does not know the Manufacturer
or Model.
vi. If you have filled in either the Manufacturer field or the Model
field on the I/P Transducer page with the word “None” (case
insensitive), then it is recommended to change them
appropriately to either “Unknown” or left blank, so the software
doesn’t interpret it as a “test” I/P Transducer.

2. If the Input Type on the Positioner page is set to “mA”, the I/P Transducer will
be considered an Integral I/P Transducer.
a. The software automatically blanks out all of the fields on the I/P
Transducer page and disables the I/P Transducer page.
The FlowScanner requires accurate information in the Nametag fields for the calculations
during analysis to be useful. Due to the number of manufacturers and models, and
frequent changes in components during manufacture, the values automatically suggested
by the FlowScanner as a nametag is filled in may not be exactly the same as the valve
manufacturer would specify. While the FlowScanner uses sound engineering principles to
recommend values, values from the valve manufacturer should be used instead in critical
applications.
After you have entered data in any of the pages, click the Save button to save the data in
the archive database. Next to the Save button is the Undo button. Click the Undo button
to undo your most recent change.
Click the Print button to print all of the information in all of the pages in the Tag
Information window. Note: A print preview window will be displayed prior to printing.
Copying A Tag
A rapid way to create a new tag with detailed information is to copy an existing tag with
some, most, or all of the information you are seeking for the new tag. In the Explorer
pane, right-click using the mouse on the existing tag with the information for the new tag.
In the context menu, select Copy Tag and the Copying tag window will appear. Enter a
new tag number in the New Tag Number field, new serial number in the New Serial
Number field, and change the valve type and folder, if necessary. Click either Create or
Create & Edit to make a copy of the information contained in the existing tag. Click
Cancel to close the Copying tag window without copying a tag.

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Printing Tag Information


To print all tag data, right-click using the mouse on the tag in the Explorer pane and
select Print Tag from the context menu. The FlowScanner software program will display
a print preview window prior to printing a Tag Information page containing all data that
appears in the Tag Information window. Printing of the tag data can be cancelled by you
from the print preview window. You may also print this same page from the Tag
Information window by clicking the Printer button in the Tag Information window
toolbar.
Deleting A Tag Or Test

Deleted information cannot be recovered or restored.


To delete a tag or test, right-click using the mouse on the tag or test in the Explorer pane
and select Delete in the context menu. A confirmation window will be displayed. Click
either Ok to delete the tag or test, or Cancel to stop the deletion. When you delete a tag or
test, all associated information (notes, pictures, files, reports, and tests) is also deleted.
Search Tool
The Search Tool allows searching for tags, tests, or folders. Open the Search window by
clicking the Search button (binoculars icon) in the FlowScanner software program’s
toolbar or, first, click the “Tools” menu in the menu bar. Then, select Search from the
“Tools” menu.
• Click on the Tags, Tests, or Others tab.
• After entering search criteria, click the Search button to start the search.
• Click Cancel to immediately close the Search window. Any criteria that you entered
is lost when you click Cancel.
• Click Reset to clear any criteria from the fields in the Search window.
• Click Print to print the search results.
Searching Tags
The Search window allows you to search for a tag(s) using specific criteria. You may
search for a tag by entering any of the following criteria: Tag Number, Serial Number,
Valve Type, Customer, Plant Site, Operating Unit, Valve/Body, Actuator, Positioner, or
Transducer. If any of the criteria is found, the Tag Number, Serial Number, and
Component Summary results will appear in the lower section of the Search window.
• Tag Number/Serial Number Fields
In the Tag Number and Serial Number fields, enter a complete number or a partial
number with an asterisk as the wildcard character anywhere within the fields. For
example, in the Tag Number field, enter 80* to search for all tags that begin with the
digit eight followed by a zero. You may enter numbers in both fields to further refine
and limit the search.
• Customer/Plant Site/Operating Unit Fields

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In the Customer, Plant Site, and Operating Unit fields, enter complete text or partial
text with an asterisk as the wildcard character anywhere within the fields. You may
enter texts in any of these fields to further refine and limit the search.
• Manufacturer/Model Data Fields
In the Valve/Body, Actuator, Positioner, and Transducer areas, first select the
Manufacturer from the list or type in a Manufacturer. Then, the FlowScanner
software program automatically creates specific lists of manufacturer data for the
other fields in the area. For example, if you select Bailey in the Positioner area, the
software creates a list of Bailey positioner models (AP9, AV1, …).
Searching Tests
The Search window allows you to search for a test(s) using specific criteria. You may
search for a test by entering any of the following criteria: Test Date, Test Time, Test
Type, Travel Channel, Travel Transducer Model, Identifier, and Sensitivity, Valve Type
(Filter), Tester Name, Work Order #, and FlowScanner Serial Number.
The Travel Channel selection is ignored until other criteria is entered within the Travel
Transducer section.
If any of the criteria is found, the Test Time, Test Type, FlowScanner Serial Number, and
Work Order # results will appear in the lower section of the Search window.
• Test Date/Test Time Fields
In the Test Date and Test Time fields, enter a date in the Test Date field of
mm/dd/yyyy and/or a time in the Test Time field of hh/mm/ss AM/PM or a partial
date and time can be entered with an asterisk as the wildcard character anywhere
within the fields. For example, in the Test Date field, enter 05/*/2012 to search for all
tests that were run in the month of May 2012.
• Identifier/Sensitivity Fields
In the Identifier and Sensitivity fields located within the Travel Transducer section,
enter or select an identifier and/or a sensitivity value from the respective pull down
list or a partial identifier and/or sensitivity value can be entered with an asterisk as
the wildcard character anywhere within the fields. The pull down lists will comprise
all of the respective identifiers or sensitivity values found in the archive database.
• Valve Type (Filter) Field
The Valve Type (Filter) field located within the Travel Transducer section is enabled
once something has been entered into one of the other fields in this section.
• Tester Name Field
In the Tester Name field, enter complete text or partial text with an asterisk as the
wildcard character anywhere within this field. Since a test may list more than one
tester, it may be beneficial to always place a wildcard character at the beginning and
end of the text entered, e.g. *John Doe*.
• Work Order #/FlowScanner Serial Number Fields
In the Work Order # and FlowScanner Serial Number fields located within the Misc.
section, enter or select a work order number and/or a FlowScanner serial number
from the respective pull down list or a partial work order number and/or FlowScanner
serial number can be entered with an asterisk as the wildcard character anywhere

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within the fields. The pull down lists will comprise all of the respective work order
numbers or FlowScanner serial numbers found in the archive database.
Searching Folders
The Search window allows you to search for a folder(s) by name.
If the folder(s) is found, the Folder Name results will appear in the lower section of the
Search window.
• Customer/Plant Site/Operating Unit Fields
In the Name field located in the Folders section, enter complete text or partial text
with an asterisk as the wildcard character anywhere within the field.
Valve Explorer
You may quickly view tag information in the Valve Explorer window. Right-click using
the mouse on a tag in the Explorer pane and select Explore Tag. The Valve Explorer
window displays with all tag data from the Tag Information window.
You cannot edit or print the information in the Valve Explorer window. Close the
window by clicking the Close button in the upper right corner of the window.
Adding A Note To A Tag or Test
You may add a note to a tag or test by right-clicking using the mouse the tag in the
Explorer pane and selecting Add Note from the context menu. A Tag Note or Test Note
window displays.
Tip: Open the Tag Note or Test Note window from the toolbar by clicking the Add Note
(yellow note icon) button.
In the Tag Note or Test Note window, you may enter a note title and note text. Then,
click the floppy disk button to save the text you entered. A yellow Note image icon
appears under the tag or test in the Explorer pane.
You can return to the Note and edit it by right-clicking using the mouse on the Note and
selecting Edit Note from the context menu. The Tag Note or Test Note window displays.
Tip: Close the Tag Note or Test Note window by clicking the X in the upper right corner
of the window.
Adding A Picture To A Tag or Test
You may add a picture to a tag or test by right-clicking using the mouse on the tag or test
in the Explorer pane and selecting Add Picture from the context menu. A Tag Picture or
Test Picture window displays.
You may add an image from the Windows Clipboard or search for an image. After
adding the image, type in an appropriate title and then, click the floppy disk button to
save the text you entered. A Picture image icon and the title appear under the tag or test
in the Explorer pane.
You can return to the Picture and replace it or edit the title by right-clicking using the
mouse on the Picture and selecting Edit Picture from the context menu. The Tag Picture
or Test Picture window displays.

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Adding A File To A Tag or Test


You may add a file to a tag or test by right-clicking using the mouse on the tag or test in
the Explorer pane and selecting Add File from the context menu. The Select File dialog
displays.
You may add a file by selecting it in the dialog and clicking Open. A File image icon and
the title appear under the tag or test in the Explorer pane.
You can return to the File and retrieve it (copy it onto your machine) by right-clicking
using the mouse on the File and selecting Retrieve from the context menu. A Select Save
Location dialog displays.
You may then save the file by selecting the location to save it to in the dialog and
clicking Save. The file will be saved to your machine.
Moving A Tag To Another Folder
Click on an existing tag in the Explorer pane that you would like to move to another
folder. Then, right-click using the mouse on the folder where you would like to put the
tag and select Move tag number Here.
Folders window
You can organize tags into categories with the use of folders. Name a folder to represent
an area of a process plant or a specific process. Then, move the tags for the control valves
in the process area under the folder name in the Explorer pane.
A “None” folder is the default folder and always exists. An “Imported” folder is
automatically created by the software program when data is imported from an archive
database into an existing archive database that isn’t empty or if it’s been chosen not to
import the folders with the data. These two folders will always be the first two folders
listed in the Explorer pane hierarchy.
To create a new folder or move a tag(s) to a different folder click on the Folders toolbar
button (file folder icon). The Folders window displays when the toolbar button is clicked.
To create a new folder, enter the new folder name in the field located in the lower left of
the Folders window, and click the Create Folder button. A new folder can be created
underneath an existing folder as well via the location combo box field next to the Create
Folder button.
To move a tag(s) to a different folder, select the tag(s) in the right pane of the Folders
window, select the folder in the left pane to move the tag(s) to, and click on the Move
button (<<) between the two panes. The selected tag(s) will be moved to the selected
folder.
To delete a folder, select the folder in the left pane of the Folders window (or on the
folder in the Explorer pane), and press the Delete key. A confirmation window will be
displayed. Click either Ok to delete the folder, or Cancel to stop the deletion. All of the
tags that were in that folder will be moved to the “None” folder. The “None” folder
cannot be deleted.
Another way to delete a folder is to right-click using the mouse on the folder in the left
pane of the Folders window (or on the folder in the Explorer pane), and select Delete
Folder in the context menu. A confirmation window will be displayed. Click either Ok to
delete the folder, or Cancel to stop the deletion.

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To rename a folder, right-click using the mouse on the folder in the left pane of the
Folders window (or on the folder in the Explorer pane), and select Rename Folder in the
context menu. An edit box will be shown around the folder name whereby the folder
name can be changed. Press enter to complete the renaming of the folder. The “None”
folder and the “Imported” folder cannot be renamed.

Exporting Data
Tag and test data collected while using the FlowScanner hardware and software may be
exported for use in other applications. Export tag data to a FlowScanner archive and test
data to a text file per test. Drag and drop tag or test items from the Explorer pane to the
blank data area on the left side of the Export Pane window. Make further choice
selections on the Export Pane window as desired. Enter the path for your data export and
click the Export button to complete the process.
Exporting Tag Data
1. To export tag data to aFlowScanner archive database, click the “File” menu and
select Export Data from the “File” menu. The Export Pane window displays.
2. In the Export Pane window, confirm that FlowScanner Archive under Export To is
selected.
3. In the Explorer pane, left-click the tag you wish to export and hold down the left
mouse button while moving the cursor to the blank data area on the left side of the
Export Pane window. If you have properly highlighted a tag, the cursor changes to a
green check when you move the cursor over the blank data area.
4. Release the left mouse button and the tag and any items associated with the tag
appears in the data area.
5. Drag and drop as many tags as you wish to export. Then, using the Create New
Archive or Browse buttons shown under the Path to Archive, create a new archive
database first and/or browse to and select an existing archive database for the export
of data.
6. If you wish to export the tag data only, click the Check Tags Only button at the
bottom of the Export Pane window to remove the check(s) in the data area next to
each associated item indicating it is to be exported. Individual items in the data area
can be selected or unselected by you as well to add or remove the check next to it
indicating it is to be exported.
7. Select or deselect the Replace existing Tag Information checkbox (this does not
apply to the tag information associated with a test at the time the test was executed).
This setting is a “toggle” that stays active until changed. If this selection is checked
all import and export operations thereafter will have this checkbox checked until it is
unchecked. If this selection is checked, for any of the tags being exported that already
exist in the target archive database, the tag information of these tags in the target
archive database will be replaced with the tag information of these tags being
exported.
8. Click the Export button to complete the process. The data will be exported into the
“None” folder.

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When the export operation has completed, an Export Results window will be displayed
listing all of the tag and test records that were exported. This list can easily be selected
using the Ctrl-A key combination and then right-clicking using the mouse in the area and
selecting the Copy menu option. If there were errors encountered during the export
operation, an Error Results window will be displayed after the Export Results window is
closed listing all of the records that were not exported. This list can also be selected and
copied in the same manner as mentioned above.
Exporting Test Data
When you export test data, the FlowScanner software program creates a single comma
delimited text file (*.csv) for the data points of each test. Each text file is named
according to the tag name and the test name. The text file can be opened directly as a
worksheet in Excel by double-clicking on it.
1. To export test data to a text file, click the “File” menu and select Export Data from
the “File” menu. The Export Pane window displays.
2. In the Export Pane window, confirm that Text File under Export To is selected.
3. In the Explorer pane, left-click the test you wish to export and hold down the left
mouse button while moving the cursor to the blank data area on the left side of the
Export Pane window. If you have properly highlighted a test, the cursor changes to a
green check when you move the cursor over the blank data area.
4. Release the left mouse button and the test appears in the data area.
5. Drag and drop as many tests as you wish to export. Then, click the Browse button to
locate the folder where the text files will be created. When you click the Browse
button, the Select Path window displays. Select the folder and click Open to specify
the path.
6. Click the Export button to complete the process.
Importing Data
Saved data may be imported from another archive database, from a DOS file, or from a
FlowScanner 5.1x archive database. To import saved data from a FlowStor™ database,
the data first needs to be extracted to DOS files using FlowStor™. Select the archive,
file, or database option by clicking the “File” menu in the menu bar at the top of the
FlowScanner software program’s main window. In the “File” menu, place your cursor on
the Import Data selection and the submenu displays. Then, click the data source you wish
to use.
• From Another Archive: Select to import data from another FlowScanner Access
archive database (*.mdb or *.fsd) or FlowScanner SQL Server archive database. The
Import Pane window displays. In the Import Pane window, select either an Access
database or a SQL Server database as the Database Source.
o If an Access database, click the Browse button to locate the archive database
to import from. The Select FlowScanner Archive window displays. Select the
archive database to import data from and click the Open button. After
selecting the archive database, confirm that the path is properly displayed in
the Path to Archive field.
o If an SQL Server database, enter the Machine Name and the Instance Name
(if other than the default instance name) for the location/name of the SQL

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Server being accessed, and enter the Database Name of the archive database
to import data from.
o Choose whether or not you want to Replace existing Tag Information (this
does not apply to the tag information associated with a test at the time the test
was executed). This setting is a “toggle” that stays active until changed. If
this selection is checked all import and export operations thereafter will have
this checkbox checked until it is unchecked. If the selection is checked, for
any tags being imported that already exist in the current archive database, the
tag information of these tags in the current archive database will be replaced
with the tag information of these tags being imported.
o Choose whether or not you want the import operation to stop on all errors
found. Then, click the Import button to import the data.
FlowScanner will correctly identify the version of the archive database (5.5, 5.7, 6.X)
and import the information accordingly into the “Imported” folder.
If importing data into an empty archive database, you are given an option to import
folders as well. If you select to import folders, the data will be imported into the
associated folders instead of into the “Imported” folder.
When the import operation has completed, an Import Results window will be
displayed listing all of the tag and test records that were imported. This list can easily
be selected using the Ctrl-A key combination and then right-clicking using the
mouse in the area and selecting the Copy menu option. If there were errors
encountered during the import operation, an Error Results window will be displayed
after the Import Results window is closed listing all of the records that were not
imported. This list can also be selected and copied in the same manner as mentioned
above.
• From DOS Files: Select to import data from a DOS file (*.dta, *.dtr, or *.dto). The
Select DOS Test window is a standard Windows dialog box allowing you to select
the DOS file that you will import. After you have selected the archive database, click
the Open button and all data in the file is imported into the “Imported” folder.
• From FlowScanner 5.1x Database: Select to import data from an existing
FlowScanner 5.1x database (*.mdb). The Select FlowScanner Database window is a
standard Windows dialog box allowing you to select the FlowScanner 5.1x database
that you will import. After you have selected the archive database, click the Open
button and all data in the archive database is imported into the “Imported” folder.
Data Imported that used Auxiliary Channels
Older FlowScanners and versions of the software program only supported five Auxiliary
channels, with strain gauge data recorded on channels D and E. As of version
FlowScanner 6.3, the software program supports all eight Auxiliary channels on the
FlowScanner Model 6000 hardware unit and strain gauge data is expected to be on
channels G and H. For consistency, any data from older databases found on channels D
and E will be moved to G and H when imported.

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Chapter 7: Test Setups


Setting Up Test Parameters
The Test Setups window consists of the following tabbed pages:
• Dynamic Scan
• Step Change
• Static Point
• Stepped Ramp
• Step Study
• Sine Wave
• Channels
In each tab page, create unique test /channel setups by entering the parameters for use in
the testing process. You can set up several different sets of parameters for each test. In
turn, you can select a set of parameters for a test in the Test window via the Test Setup
selection field and Channel Setup selection field.
Creating Test /Channel Setups
Open the Test Setups window by clicking the wrench button in the FlowScanner tool bar.
To enter a test /channel setup, select the appropriate tab page. Click on the Add button
located under the list of test /channel setups pane (on the left) to clear the data entry fields
for the specific test /channel setup. Enter a description (test /channel setup name) and test
/channel parameters. Click the Save button (floppy disk icon) in the upper left corner of
the Test Setups window. You can then associate this test /channel setup with any valve in
the Explorer pane by dragging the name of that setup to the valve icon until a green
checkmark is seen, and then dropping it on the valve. Then when you test that valve that
setup will be used.
More on Channel Setups
A channel setup can consist of the following:
• Pressure channels
• Auxiliary channels
• Travel channels
A channel setup name should either specify the number of pressure channels or
something meaningful like “piston” where return pressure must be measured. If a strain
gauge is used it is also helpful to include the stem size in the setup name, as the scaling to
be used changes with stem size. Channel setups also define the travel transducers to use
in either Rotary or Sliding Stem valves. Since different travel transducers are used based
on the valve type, you should create both types of channel setups for common valves,
specifying “R” or “S” in the setup name.
In regards to pressure channels, select the channels to be used and the function (i.e.,
Supply, Positioner Output, etc.) to use with each one so the software will know how to
analyze it.

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As of version FlowScanner 6.3, the software program supports both travel channels on
the FlowScanner Model 6000 hardware unit. Only Travel Channel 1 is recognized as
valve travel for analysis, so always use channel 1 as the primary travel channel. Channel
2 may be used for picking up travel on a different area to look for linkage play,
sequencing, or other purposes. Travel channel 2 may be graphed along with other data on
the Custom Graphs selections, but will not be used in automatic analysis. For each travel
channel used, select the appropriate travel transducer to ensure proper data graphing.
Normally, an EPC Rotary travel transducer is used with a Rotary valve, and a Celesco
Cable 25 IN travel transducer is used with a Sliding Stem valve. Although, different types
of travel transducers may be selected for travel channel 1 and 2; for example, in
comparing actuator stroke to rotary shaft movement.
If a strain gauge or other input is to be used, then auxiliary channels will need to be set
up. First select the auxiliary channels to be used for input. For strain gauges, use either
channel G or H as these are bipolar (+/- 12 V). As of version FlowScanner 6.3, the
software program supports all eight auxiliary channels. After selecting a channel number,
you must add a Label description (such as “Force” or “Torque” for strain gauges),
otherwise the data will not be recorded and made available for viewing, as the Label is
the reference for the graph selection.
To scale the auxiliary channel so readings appear in other than Volts you must also either
select a device already scaled from the drop-down list for that channel, or set up a new
scaled device and add it to the list. To set up a new scaled device, click the Auxiliary
Scaling button, then click the Add button and fill in a descriptive name for the device. For
example a QSS strain gauge to be permanently mounted and scaled on a 3/8 stem might
be described as “3/8 QSS Glue”. A longer description can be entered in the next field,
and the device type selected from the list. The serial number for a specific valve or device
can be used. Enter the engineering units to be displayed on both the Test window and on
graphs. Then, enter the scaling factor and offset values to convert the voltage signal to the
engineering units.
For the QSS strain gauges, the scaling factors can be easily calculated from the stand-
alone Sensitivity Worksheet utility tool window (via the “Tools” menu), and then cut and
pasted into the Auxiliary Scaling window. This utility tool automates the calculations
outlined in Teledyne’s instructions for their QSS sensors. When first opened, it includes
nominal default values.
Most QSS sensors on AOVs have gauge factors close to 2, so 2.0 is suggested if the
actual factor is unavailable. The Amplifier Gain and Excitation Voltage match the SGIM
accessory interface selected from the drop-down list. If another interface is used, change
these values to match the interface.
To determine the scaling factors, it is usually only necessary to fill in the stem diameter
(decimal values, not fractional), select the stem material from the drop-down list, and
select the interface model. This automatically fills in the Young’s Modulus and Poisson’s
Ration values for that material and calculates both the Thrust Sensitivity and Torque
Sensitivity.
If the actual stem material is not listed, or the plant procedures require the material
properties to come from another source, enter the properties manually.
The two interface models have different gain factors, so select the correct model.
To keep a record of the worksheet used for this setup, press Alt-PrtScrn on the keyboard
to copy the worksheet to the Windows clipboard, then right-click using the mouse the

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valve tag that uses this worksheet and select Add Picture and paste the worksheet into the
picture window, and then saving it for this tag.
For a Sliding Stem valve, the Thrust Sensitivity number is copied to the Auxiliary
Scaling window; and for a Rotary Valve, the Torque Sensitivity is copied.
This can be done manually, or you can click the appropriate Copy button.
Close the utility tool, right-click using the mouse on the Scaling Factor field of the
Auxiliary Scaling window and select paste.
Save the scaled device by clicking the disk icon in the upper-left corner of this window.
Go back to the Auxiliary section of the Test Setups window’s Channels tab page, and
select the new device name from the drop-down list of Device Names.
Finally, save this new channel setup by clicking the disk icon on this window.
To have a valve tag use the channel setup automatically, find the name of the channel
setup on the Test Setup window, drag the channel setup to the valve tag desired, and drop
the channel setup on the valve tag when the cursor changes to a green checkmark. Then
whenever the valve is tested, the channels selected and custom scaling are automatically
used, unless you change it from the Test window.

Deleted information cannot be recovered or restored.


To delete an existing test setup from the display area, highlight the description and click
the Delete button. To clear data from a field before you save a test setup, click the Undo
button (curved arrow icon) in the upper-left corner of the Test Setups window. If you
delete a test setup or clear data from a field, the information cannot be restored or
recovered. Deleting a Standard test /channel setup is not allowed. Deleting a custom test
/channel setup that has been associated with at least one valve in the Explorer pane is not
allowed; a window will be displayed listing the valves associated with the custom test
/channel setup. You would need to drag and drop a different test setup onto these valves
before being able to delete this custom test /channel setup.
Explore Test Setup / Setups
To view test /channel setups for a tag or a specific test, highlight the tag or test in the
Explorer pane and right-click using the mouse to open the context menu. In the context
menu for a tag, select Explore Test Setups; in the context menu for a test, select Explore
Test Setup. A Test Setup(s) window displays with a summary of the test /channel setup
information.
Auxiliary Scaling / Auxiliary Setup
The FlowScanner software program supports all eight auxiliary input channels for data
measurements. These channels are voltage input channels. Channels A-F are calibrated
for 0–24 volts (VDC) input and channels G and H are calibrated for –12 to +12 VDC
input.
To support the unique testing of control valve packages, you may calibrate each of these
channels so the input range represents a different scale. This can be done on-the-fly from
the Test window by clicking on the Scale Auxiliary Channels button. Assign the
appropriate unit of measure. Data is then recorded with the new scaled calibration and
units and displayed in the analysis graphs.

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To scale a channel to a new range, the following information is needed:


• Unit of measure
• Scaling factor (slope) in units/volt
• Intercept value of scaled units at zero volts input
For example, if you are recording a flow meter output, the unit of measure might be
gallons per minute (GPM). While the data input is in volts (VDC), rescale the units, as
follows:
If the flow meter output range is 4 to 20 milliamps (mA) being measured across a 250
ohm termination, with a range of 0 to 500 GPM, the voltage range would be 1 volt at 4
mA at 0 GPM and 5 volts at 20 mA at 500 GPM so slope would be 500 GPM/(5 - 1) V or
125 GPM/volt and the intercept at zero volts would be -125 GPM.
After auxiliary calibration, the FlowScanner software program’s analysis graphs will
show the real-time values in the units and scale entered. Any or all of the auxiliary input
channels may be rescaled in this manner for any test. Except for Monitor Mode tests, the
scaling configured for each auxiliary channel is saved with the test record and can be
viewed via displaying the Explore Test Setup window for that test. When a Monitor
Mode test is run using auxiliary channels, the scaling configured for each channel is
automatically saved as a Note for that test.

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Chapter 8: Testing
Test Window
In the Test window, configure and run diagnostic tests. There is a separate page for
configuring the test and a separate page for running the test.
To open the Test window, highlight a tag in the Explorer pane, right-click using the
mouse, and select Test Valve from the context menu. You may also click the Test Valve
button in the toolbar or in the Nametag.
NOTE: The Test Valve context menu option and button will not be enabled if a plot
window is currently open.
Test Window Selections
• Test Types
After opening the Test window, begin by selecting the test type from the list in the Test
Setup area. The following standard tests are available:
• Dynamic Scan
• Step Change Test
• Static Point Test
• Stepped Ramp Test
• Step Study Test
• Sine Wave Test
• Monitor Mode

WARNING: Monitor Mode tests are run on operating valves. Monitor


Mode tests must be performed by personnel with proficiency in the
operation of the FlowScanner system, an understanding of the control
signal scheme, and experience with the specific process being monitored.
• Hold After Test

WARNING: At the end of a test, the output control signal from the
FlowScanner system could be lost, even if Hold After Test is selected.
When running a test in Control Mode, the FlowScanner Model 6000 hardware unit will
hold the output control signal at the last level when the test ends or aborts before
completion of the test, if Hold After Test is selected. Make this selection by checking the
selection box next to Hold After Test.
• Data Acquisition
Select ON to turn on data acquisition and enable testing. The START button is enabled.
• START/STOP
Click the START button to begin a test. While a test is running, the START button
changes to the STOP button. Click the STOP button to halt a test.

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• Set to
The starting point may be entered manually by entering a number and pressing the Set to
button.
• Static End Points / Mark Full Signal / Mark Zero Signal
Click the button to record the static end point values.
• Auto Zero Travel
To disable the function that automatically zeros the travel transducer input, click the
check box (remove the check mark) next to the Auto Zero Travel label in the Test
window.
• Command, Measured Signal
Display of the Command Signal and Measured Signal.
Channel Inputs
Pressure Inputs
Pressure channel assignments can be made in the Test window or as part of a test setup.
Only one of each pressure type can be assigned to each pressure channel configured
(other than the Custom type). This is because the software program can only analyze the
pressure data from one of each type of pressure channel (excluding Custom pressure
channels which are not analyzed) per test when performing analysis. For example, if the
supply pressure of more than one regulator is being measured, assign the “Supply” type
to the supply pressure channel you want analyzed and assign “Custom” type to the other
supply pressure channel(s). Distinguish the Custom type supply pressure channel(s) by
entering unique Description text for each.
Note: In a standard spring-and-diaphragm actuator configuration, channel one is
assigned to supply pressure, channel two is assigned to I/P output pressure, and channel
three is assigned to the positioner output pressure.
Auxiliary Inputs
Auxiliary channel assignments can be made in the Test window or as part of a test setup.
Descriptions (labels) can be assigned to each of the auxiliary channels configured via
clicking on the Description field next to the appropriate channel and typing in a name
such as Pressure transmitter/Flow transmitter or whichever name is appropriate.
The auxiliary channels can be used to collect data simultaneously with the control signal,
valve travel, and valve pressure channels. Configuring one or more of the auxiliary
channels causes the software program to display and record information on these
channels with their assigned descriptions. This might be used for recording line pressure,
flow rate, or other variables.
• Scaling Auxiliary Channels
The auxiliary channels are voltage input channels, calibrated for 0–24 VDC input
(channels A - F) and –12 to +12 VDC input (channels G and H). In the FlowScanner
software program, you can calibrate any auxiliary channel in other engineering units,
but this calibration then becomes a permanent system calibration until that channel is
re-calibrated. This can be done from the Test window by clicking on the Scale

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Auxiliary Channels button (The FlowScanner Model 6000 hardware unit must be
turned on and connected to the PC first).
Except for Monitor Mode tests, the scaling configured for each auxiliary channel is saved
with the test record and can be viewed via displaying the Explore Test Setup window for
that test. When a Monitor Mode test is run using auxiliary channels, the scaling
configured for each channel is automatically saved as a Note for that test.
Travel Inputs
Travel channel assignments can be made in the Test window or as part of a test setup.
Unique travel transducer Sensitivity values can be entered for any of the travel transducer
model selections. The value entered for a specific travel transducer model (per travel
channel) where the Identifier is blank will be retained as long as the software program is
open, or until the value is changed or reset. The value can reset via clicking on the
Identifier Info options buttons and selecting the Reset Sensitivity option.
Identifiers can be assigned associated with a specific travel transducer model and unique
sensitivity value (with units) from either of the travel channels configured via clicking on
the Identifier field next to one of the travel channels and typing in an Identifier such as
the Piece Serial number or the like or whatever is appropriate, clicking on the Identifier
Info options button and selecting the Add Identifier Info option. The Identifier Info can
be updated for a specific Identifier by selecting a different travel transducer and/or
changing or resetting the sensitivity value (with units) and clicking on the Identifier Info
options button and selecting the Update Identifier Info option. A list of all of the
Identifier Info can be displayed or a specific Identifier can be deleted via the Identifier
Info options button as well.
If the PPD Calculator utility tool is available, the PPIPPD button can be used when
using a Cable transducer on a Rotary valve in which the PPI value needs to be converted
to a corresponding PPD value to be entered into the Sensitivity field. Otherwise, a PPD
sensitivity value can be entered directly into the Sensitivity field.
The travel transducer information configured for each travel channel is saved with the
test record and can be viewed via displaying the Explore Test Setup window for the test.
Zeroing the Travel and Pressures
Travel
The FlowScanner software program automatically zeros the travel input(s)’ zero points
when the test is started, unless the Auto Zero Travel feature is disabled from the Test
window. This is fine as long as you are starting with zero signal and the valve is at one
end of the travel.
Sometimes tests are run over a partial stroke and the signal is manually increased to some
partly open level before the test is started. When the travel automatically zeros, the "true"
zero point is lost and it is unknown how far the valve moved before the test started.
To disable the feature that automatically zeros the travel input(s)’ zero points, click the
box next to the Auto Zero Travel label in the Test window to remove the check mark.
With the Auto Zero Travel function disabled, you can manually set the individual travel
input(s)’ zero points to zero by clicking on the “0” button(s) in the Test window for the
appropriate travel channel(s).

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Pressure
If the pressure zero points have drifted, open all lines to atmosphere and press the Zero
All Pressures button on the Execution page of the Test window. This action will reset the
pressure input(s)’zero points to zero, or individual pressure input(s)’ zero points can be
set to zero by clicking on the “0” button in the Test window for the appropriate pressure
channel(s).
Using Strain Gauges with the SGIM-1 or SGIM-2 Interface
The Strain Gauge Interface Module (SGIM) fits in the accessory pocket of the operating
case, and connects to the AUX power outlet of the FlowScanner Model 6000 hardware
unit so no additional power is needed. The output of the SGIM-1 connects directly to
channel H (or G) of the FlowScanner Model 6000 hardware unit. The supplied input
cable connects a standard Teledyne QSS sensor to the SGIM-1. The SGIM-2 has two
channels, and connects to both channels G and H. One channel of the SGIM-2 is for the
Teledyne QSS, the other is for c-clamp sensors.
The input of the SGIM has a range of +/- 3 mV/V strain. To assure that the input doesn’t
go past this range during a test, you should balance or zero the input after connecting the
strain gauge.
Zeroing the SGIM-1
The SGIM-1 has a 10-turn push-to-turn zero adjustment knob on top. After connecting
the strain gauge and viewing the live readings, adjust this knob to a near-zero reading to
be sure the strain doesn’t go over-range during the test.
Analysis calculations use differences in strain readings, so accurate zero adjustment is not
necessary, except for relative real-time readings. When the test data is graphed, you can
adjust the zero point on the graph to make interpreting easier.
On sliding stem valves, one method of adjusting the zero is to adjust the control signal on
the Test window to move the valve to an open position, adjust the signal slightly in the
closing direction, and then to zero. This creates a zero point on the closing side of the
friction band so the zero is approximately at seat contact. As seat load increases, the
scaled load reading can be referenced on the Test window during the test.
Zeroing the SGIM-2
The SGIM-2 auto-balances when power is turned on if the strain gauge is already
connected. The QSS input auto-balances to near zero volts output. A zero-button is also
provided on some models, which allows re-zeroing at an open position, as described for
the SGIM-1. Otherwise, you must turn off the power to the SGIM-2 and then turn it back
on to re-zero.
The C-clamp channel for the SGIM-2 auto-balances to 2.9 mV/V strain to allow for pre-
tensioning the clamp during mounting. Connect the C-clamp to the SGIM-2 with the
power off and the clamp un-mounted. Turn on the power. The voltage reading on the
FlowScanner should be 9-9.5 V. When the C-clamp is tightened on the valve stem, the
voltage drops to zero. There are two LEDs on the front of the SGIM-2. As the correct
pre-tension is approached the first LED illuminates. Tighten the C-clamp a little more
and the second LED illuminates. Loosen the C-clamp until the second LED turns off. The
C-clamp is now properly pre-tensioned and ready for testing with the output voltage near
zero.

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Selecting Hold After Test

WARNING: At the end of a test, the output control signal from the
FlowScanner Model 6000 hardware unit could be lost, even if Hold After
Test is selected.
When running a test in Control Mode, the FlowScanner Model 6000 hardware unit will
hold the output control signal at the last level when the test ends or aborts before
completion of the test, if Hold After Test is selected. Make this selection by checking the
selection box next to Hold After Test. However, closing the FlowScanner software
program closes the control output from the FlowScanner Model 6000 hardware unit. The
control signal falls to zero and a loss of process control could result.
Note: The FlowScanner software program will prevent you from closing the program if a
test is currently running.
Manual Control of the Valve
It is recommended to manually stroke the valve before testing to ensure proper setup.
In the Test window, you can control the output signal and stroke the valve using the
keyboard. Pressing the up/left and down/right arrow keys changes the output current in
small steps for fine adjustments. Pressing the Page Up and Page Down keys changes the
output current in larger steps.
The output signal can be controlled in several different ways. On the left side of the
Execution page of the Test window, there is a Control Signal panel that contains a
vertical slider bar that can be moved up and down to select the value desired.
There are also five Output buttons within this Control Signal panel with values that range
from zero signal to full signal based on the Starting Output /Ending Output values for
Dynamic Scan and Step Change tests, or based on the Output Mode selected for all other
type tests. By clicking on one of these buttons, the output signal will change to that preset
value. Below the Output buttons there is a Set To button. To set a specific output signal,
place the cursor in the blank space in front of the Set To button, type in the desired output
value, and press enter or click the Set To button.
Manual control is useful for stroking the valve to check the tracking of the travel
transducer and for setting the zero and span of the I/P and positioner.
Note: The commanded output signal is limited by the software program to a value not to
exceed 10% above the zero to full signal span or the max output circuit value based on
the Output Mode selected, whichever is less. For example, if the zero to full signal span
is 4-20 mA, the maximum output signal that could be commanded will be 21.6 mA. If the
zero to full signal span is 0-24 mA, the maximum output signal that could be commanded
will be 24 mA.
Recording the Static End Points
In a Dynamic Scan test, the software program will analyze the test data to find the end
points of the control signal and I/P output pressure when the valve reaches zero and
maximum travel. However, because the data is recorded dynamically without waiting for
the travel to equalize to the control signal, the end points found are dynamic end points
that are different from the actual static calibration.

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The software program allows you to manually find the static end points and record these
values with the Dynamic Scan test data, which is later placed automatically into the
Quick Report. This data is saved along with the test data at the end of the test, so the
Static End Points must be recorded before running the Dynamic Scan Test.
It is important to understand that the zero signal end point (normally 4 mA) is not the
point at which the valve begins to move as the signal is increased. It is instead the point at
which the valve stops moving as the signal is decreased. Many times valves are
incorrectly calibrated so they begin opening as the signal reaches 4 mA. Due to the
hysteretic error in all instruments and valves, the valve will then never close as the signal
is reduced to 4 mA. Likewise, the correct full signal (normally 20 mA) end point is also
the point at which the valve stops moving as the signal is increased.
While you are connected to a valve in Control mode for a Dynamic Scan test, click the
Static End Points button on the Execution page of the Test window under the Control
Signal panel (on the left) to mark the Static End Points.
Use the Page Up key to increase the output signal until it is close to the signal where the
travel stops. Then, use the left arrow key to increase the signal just until the actual
pressure reaches full supply pressure. Be sure to wait long enough for the travel to
equalize to the signal. Then, press the Enter key to record those values for the control
signal and I/P output pressure.
After pressing the Enter key, the Test window will change to allow recording the zero
signal end point: Use the Page Down key to drop the output signal close to the point
where the valve stops moving at low signal. Then, use the right arrow key to reach the
point where actual pressure reaches zero. Press Enter again to record the signal and I/P
output pressure.
At this point, the values are saved in memory. When the test has completed, these values
will be saved along with the test data.
Recording Test Comments
The test comments are a valuable tool to help you identify the test later.
After the test has completed, the Test Comments window is displayed. Type in a
comment or choose a comment from the pull-down list, enter a Work Order #, and Tester
Name(s) as appropriate, and press OK to save the data. This comment along with the
Work Order # and Tester Name(s) will appear in the Quick View pane whenever the
recorded test is selected in the Explorer pane. You can modify test comments if you need
to add to them or clarify them.
You can preset test comments within the Test window before a test is started. These
preset test comments will be retained for each test run thereafter (even if they are
changed at the time a test has completed) until the FlowScanner software program is
closed or until these preset test comments are changed by the user.
Calibrating Valve Instruments
The FlowScanner makes an excellent tool to quickly check and adjust the valve and its
instruments (I/P and Positioner) for proper operation. As of version FlowScanner 6.6, a
new Instrument Calibration display is included as a tab selection on the Execution page
of the Test window that makes this calibration much faster and easier. This display has
several special features:

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• Enlarged readings of live channel data to be read from a distance


• Color-coded evaluation of displayed values (based on entries in the tag criteria)
to make it clear when adjustments are acceptable
• Re-scaled output control buttons so that the signal can be quickly set to 0%, 5%,
95%, and 100% of the expected control signal range.
These features are designed to be most useful when the valve nametag (including the
criteria tab) has been completed with values describing how the valve should work. If
these values have not been completed in the Nametag the color-coding and evaluation of
the results will not work as described, although the enlarged display will still be useful
for adjustments.
Nametag fields used for evaluating the calibration:
Trim tab: Rated Travel
Positioner tab: Input Zero, Input Full, Supply Regulator Setpoint
Transducer I/P tab: Input Zero, Input Full, Output Zero, Output Full
Criteria tab: Positioner Zero and Full cal. min/max; Regulator Setpoint min/max; I/P zero
and full min/max
Use of Nametag values
The software program compares the positioner input values with the Transducer (I/P)
output and input values in order to scale the control signal output buttons to the
appropriate 0%, 5%, 95% and 100% values to stroke the valve. This allows it to work
with both normal and split-range valve setups.
With a 0% (e.g. 4 mA) signal the software program checks to see that the travel has not
begun to move, and that the positioner output pressure has not begun to change. The I/P
pressure should be in its specified zero cal. range. The supply pressure is also compared
to the required setting.
With a 5% signal the software program expects that the valve should begin to move,
checking the travel and positioner output pressure. The I/P pressure should be above its
specified zero setting.
With a 95% signal the software program checks to see that the valve has not yet reached
full travel, and that the positioner output pressure has not yet saturated up to the measured
supply pressure. The I/P output should still be below its specified maximum range.
With a 100% signal the software program checks to see that the travel has reached its
specified full value range, and that the positioner output has nearly reached the measured
supply pressure
When these conditions are met at these points the displayed values will be color coded
green. Any readings that are outside the criteria limits should be color-coded red.
Generally if a valve checks green at all four of these conditions, the valve and
instruments are calibrated to work well; although a plant may specify tighter limits for
some valves. Calibration within 5% of the signal end points is usually reasonable.
After calibrating

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After the valve instruments are adjusted correctly, clicking the Active Channels tab will
return to the normal test execution view, and re-scale the control buttons to the normal
25% increments.
Running a Test In Control Mode
Make all physical connections between the FlowScanner Model 6000 hardware unit and
the control valve package. Then start the FlowScanner software program and select the
tag representing the control valve package. In the Explorer pane, right-click using the
mouse on the tag and select Test Valve from the context menu. The Test window
displays.
Configure Test
In the Test window, configure the test by, first, selecting the Test Type, Test Setup, and
Channel Setup from the lists in the Test Setup area in the upper left corner of the Test
window. The Test Type list presents the standard FlowScanner tests: Dynamic Scan,
Step Change, Static Point, Stepped Ramp, Step Study, Sine Wave, and Monitor Mode.
The Test Setup and Channel Setup lists present any Standard setups and any custom
setups that have been created in the Test Setups window.
When you select the test type, the area below the Test Setup area changes to display any
unique parameters that must be selected for the test.
Select test parameters such as the pressure inputs, type of travel transducer for travel
inputs, and auxiliary inputs.
Turn On FlowScanner Model 6000 Hardware Unit
Turn on the FlowScanner Model 6000 hardware unit if it hasn’t been turned on yet.
At this point, you can toggle between displaying the FlowScanner IP Address or the
FlowScanner Serial # on the Test window. The FlowScanner Serial # is saved with the
test record and can be viewed in the Quick View pane whenever the test is selected in the
Explorer pane.
Turn On Data Acquisition
Select ON to turn on data acquisition and enable testing. The START button is enabled.
The FlowScanner Serial # will now only be displayed on the Test window and throughout
the running of the test.
When ON is selected, manual control selections can now be made on the Execution page
of the Test window, e.g. manually controlling the control signal, zeroing pressure
channels or travel channels, marking static end points.
Start The Test
Click the START button to begin the test. No changes can be made to the Test window
while the test is running except the Hold After Test checkbox, and to stop the test. This
same button can be clicked again to stop the test if desired.
While the test is running, a progress bar and the estimated time remaining for the test will
be displayed. For most tests the progress bar and the estimated time remaining will not
begin changing until the test has ramped up to the starting output (or until the trigger has
occurred for the Monitor Mode test).
Adjustments When Testing

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When you connect to a valve to start testing, the test parameters and channel assignments
that have been associated with a tag appear on the Test window. You can change these as
needed before the test is started.
For example, if a strain gauge is being used and a generic scaling was set up with a 2.0
gauge factor, but you find the actual gauge on the valve has a 2.09 gauge factor, re-scale
the reading before running the test.
On the Test window or from the “Tools” menu, select Scale Auxiliary Channels.
This displays the Auxiliary Scaling window that allows changing the scaling of the
Auxiliary inputs. However, the present scaling is shown only if the FlowScanner Model
6000 data acquisition card has been turned ON via the Test window so that live readings
are being displayed. If the FlowScanner Model 6000 unit’s data acquisition card is
left OFF, then the software program will inform you to turn it on first.
You can then change the displayed values. Once the Auxiliary Scaling window is
displayed, you can then via the “Tools” menu call up the stand-alone Sensitivity
Worksheet utility tool and re-enter the strain gauge information to calculate new scaling.
This new scaling can be copied with the appropriate Copy button to the Auxiliary Scaling
window just as you did when creating the custom channel setup.
To make the new scaling active so it can be used for this test, click the Update button on
the Auxiliary Scaling window. Note: This changes the scaling for this test only; it does
not change the custom channel setup that was selected. To save this information for
automatic use on later tests you must change the scaling on the custom channel setup.
When using Auxiliary channels on a test, double-check that each channel to be recorded
has a description entered into its Description field (next to its check box). If the check
box is checked, readings on the channel are seen in real-time during the test, but
unless the channel has a description, the data cannot be read or graphed later.
Except for Monitor Mode tests, the scaling configured for each auxiliary channel is saved
with the test record and can be viewed via displaying the Explore Test Setup window for
that test. When a Monitor Mode test is run using auxiliary channels, the scaling
configured for each channel is automatically saved as a Note for that test.
Dynamic Scan Test
Dynamic Scan is the standard test for valves. Data is collected and analyzed for an
indication of valve operating condition. The Dynamic Scan test ramps the input current at
a controlled rate between two defined output levels. Data is recorded during both up-
stroke and down-stroke.
Three standard test setups are available from the Test Setup list:
• Standard 4-20mA Auto
• Standard 10-50mA Auto
• Standard 0-10V Auto
Select Standard 0-10V Auto for 0-10 volt E/P loops.
A standard dynamic scan test features a linear current, ramped from 4 mA to 20 mA. If
the test should cover a control range other than 4 to 20 mA, set the range in the Starting
Output and Ending Output fields. Enter values in 0.1 mA increments.

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Set the stroking time according to the size of the actuator being tested. The recommended
stroking time will be selected automatically if the standard setup is used. There may be
reasons to select a different test time, e.g. if the valve is known to have to stroke very
rapidly. Stroking times from 10 to 500 seconds may be selected or you can enter specific
times not in the list. As of version FlowScanner 6.3, tests should be able to be run as fast
as a 4 second stroking time if desired. (Of course the analyzed values will differ from
tests run at the standard stroking times.)
As of version FlowScanner 6.6, the Output Mode is initially defaulted (for Dynamic Scan
and Step Change tests) based on one of the following in this order (instead of always
defaulting to 4-20 mA):
1. The Custom Test Setup selected, or
2. The Input Type, Input Zero, and Input Full values of the Tag (if given; includes
split range configurations), or
3. The Standard Test Setup selected
The five Output buttons and the Slider control are scaled according to the Starting Output
and Ending Output values.
A Test I/P configuration section is available if a Test I/P is to be used when running a
Dynamic Scan or Step Change test. This section can be filled in with the span and range
of the Test I/P being used. These values can then be used to determine the Starting
Output and Ending Output values (i.e. via the Calculate Signal Range button). The
software program will automatically indicate that a Test I/P is to be used if the valve
assembly doesn’t contain an I/P converter, and will automatically fill in the range of the
Test I/P needing to be used.
Note: The Starting and Ending Output values are limited by the software program to a
value not to exceed the max output circuit value based on the Output Mode selected. For
example, if the Output Mode selected is 4-20 mA, the maximum output value allowed to
be entered will be 24 mA.
Note: The output signal commanded is limited by the software program to a value not to
exceed 10% above the zero to full signal span or the max output circuit value based on
the Output Mode selected, whichever is less. For example, if the zero to full signal span
is 4-20 mA, the maximum output signal allowed will be 21.6 mA. If the zero to full
signal span is 0-24 mA, the maximum output signal allowed will be 24 mA.
Step Change Test
The Step Change test is used to check stroking speed and valve dynamic response. This
test makes an "instantaneous" change in output between two levels while recording data
on valve response. Select the pause time from the Pause in Seconds list. The
recommended minimum pause time for a Step Change test is 10 seconds (which is shorter
than with software program versions earlier than FlowScanner 6.3).
Three standard test setups are available from the Test Setup list:
• Standard 4-20mA Auto
• Standard 10-50mA Auto
• Standard 0-10V Auto
Select Standard 0-10V Auto for 0-10 volt E/P loops.

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As of version FlowScanner 6.6, the Output Mode is initially defaulted (for Dynamic Scan
and Step Change tests) based on one of the following in this order (instead of always
defaulting to 4-20 mA):
1. The Custom Test Setup selected, or
2. The Input Type, Input Zero, and Input Full values of the Tag (if given; includes
split range configurations), or
3. The Standard Test Setup selected
The five Output buttons and Slider control are scaled according to the Starting Output
and Ending Output values.
A Test I/P configuration section is available if a Test I/P is to be used when running a
Dynamic Scan or Step Change test. This section can be filled in with the span and range
of the Test I/P being used. These values can then be used to determine the Starting
Output and Ending Output values (i.e. via a Calculate Signal Range button). The software
program will automatically indicate that a Test I/P is to be used if the valve assembly
doesn’t contain an I/P converter, and will automatically fill in the range of the Test I/P
needing to be used.
Note: The Starting and Ending Output values are limited by the software program to a
value not to exceed the max output circuit value based on the Output Mode selected. For
example, if the Output Mode selected is 4-20 mA, the maximum output value allowed to
be entered will be 24 mA.
Note: The output signal commanded is limited by the software program to a value not to
exceed 10% above the zero to full signal span or the max output circuit value based on
the Output Mode selected, whichever is less. For example, if the zero to full signal span
is 4-20 mA, the maximum output signal allowed will be 21.6 mA. If the zero to full
signal span is 0-24 mA, the maximum output signal allowed will be 24 mA.
Static Point Test
A Static Point test duplicates a traditional lab deviation cycle test for hysteresis plus dead
band. The test pauses at several levels on the up and down stroke to allow the valve to
reach static conditions.
The five Output buttons and Slider control are scaled according to the Output Mode
selected.
Note: Set the test limits to avoid driving the valve and actuator to the travel stops. For
example, a properly–calibrated control valve package (4 to 20 mA range) would typically
be tested at 4.5, 8, 12, 16 and 19.5 mA steps, with a ramp rate of 1 mA/sec and a pause
time of from 20 to 60 seconds.
Note: Large valves with graphite packing may require longer pause times because a
static condition must be repeated after each step change. If the pause time is too short, the
results will continue to improve as the pause time is increased.
Note: The output signal commanded is limited by the software program to a value not to
exceed 10% above the Output Mode span selected. For example, if the Output Mode span
selected is 4-20 mA, the maximum output signal allowed will be 21.6 mA.

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Stepped Ramp Test


The Stepped Ramp test is a ramp up and down test as a series of small steps. Steps may
be set as small as 0.01 mA to test for valve response and resolution. Typically, a starting
output level within the valve’s normal operating range (e.g. 12 mA), the number of steps
to make up (e.g. 20), a step size (e.g. 0.08), a pause time at each step (e.g. 5 seconds), and
the number of times to perform the ramp (e.g. 2) would be selected. No automatic
analysis is done on the data. Simply view the elapsed time graphs and compare input
steps to output step response.
The five Output buttons and Slider control are scaled according to the Output Mode
selected.
Note: This test is often used with the process variable recorded on an auxiliary channel.
Note: The output signal commanded is limited by the software program to a value not to
exceed 10% above the Output Mode span selected. For example, if the Output Mode span
selected is 4-20 mA, the maximum output signal allowed will be 21.6 mA.
Step Study Test
The Step Study test is used to check valve resolution and response quickly. A series of
increasing small step sizes is defined (e.g. 0.08, 0.16, 0.32, and 0.8 define 0.5%, 1%, 2%,
and 5% steps for a 4-20 mA loop) to be run at different nominal loop output levels (e.g.
12 mA or 50%). A pause time is specified for each step (e.g. 10 seconds) and the normal
procedure is to mirror the steps; that is, to step up, back, and then down and back from
the nominal output level. This type of test can quickly show an approximate deadband for
valves, especially with the process variable recorded on an auxiliary channel.
The five Output buttons and Slider control are scaled according to the Output Mode
selected.
Note: The output signal commanded is limited by the software program to a value not to
exceed 10% above the Output Mode span selected. For example, if the Output Mode span
selected is 4-20 mA, the maximum output signal allowed will be 21.6 mA.
Sine Wave Test
An increasing concern for the dynamic performance of industrial process control systems
has stimulated interest in the frequency response of individual process control elements.
The Frequency/Sinusoidal Response test (Sine Wave test) utilizes a sinusoidal test signal
of constant amplitude at various frequencies.
In general, any device suitable for frequency response analysis, when subjected to a
sinusoidal input, will produce a sinusoidal output of the same frequency. The analysis of
a control system requires knowledge of the dynamics of every element in the control
loop. Application of this data must always be made with an awareness of the associated
limitations and restrictions.
The five Output buttons and Slider control are scaled according to the Output Mode
selected.
Note: The output signal commanded is limited by the software program to a value not to
exceed 10% above the Output Mode span selected. For example, if the Output Mode span
selected is 4-20 mA, the maximum output signal allowed will be 21.6 mA.

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Running a Test in Monitor Mode

Monitor Mode tests are run on operating valves.


Monitor Mode tests must be performed by personnel who are
proficient in the operation of the FlowScanner system, have an
understanding of the control signal scheme, and offer specific
experience with the process being monitored.
Monitor Mode tests simply watch the selected channels and signals and record the
channel data from them for the specified time. No automatic analysis is done when the
test is Monitor Mode.
Monitor Mode sends no automatic sequenced control signal to the valve, so it is a passive
test, while the valve is usually operated from an external signal. The control signal may
be a current loop, or an on-off signal to a solenoid valve. It can be monitored in different
ways, depending on the situation, normally using an Auxiliary channel. The Auxiliary
channels are voltage input only, but can scale measured voltage to an inferred current
reading when the voltage drop across a resistance is measured and the resistance is
entered in the Test window’s “Monitor Mode” I/P Resistance field.
The safest way to monitor a “live” valve is to use a clamp-on current meter. Small mA
clamp-on meters are available that measure into fractions of a milliamp on either AC or
DC signals, giving a voltage output that can be connected to a FlowScanner Auxiliary
channel. These devices are usable on current loops and solenoid valve “on-off” signals
regardless of the voltage. They have no electrical connection to the wiring and thus do
not affect the signal in any way. These make it safe and easy to measure current or detect
when a solenoid is energized.
If an I/P transducer with “passive” electronics is used (Fisher 546 for example), the
resistance is constant and the current can be determined simply by measuring the voltage
across the I/P input wires without disconnecting any wiring. Leads can be clipped across
(parallel) the I/P terminals and connected to a FlowScanner Auxiliary channel. Newer,
“active electronics” instruments generally do not relate voltage drop to current, so must
be measured differently.
The FlowScanner 6000 will also measure current passing through the “I/P” control leads
even when the system is not used to send a control signal. However, to use this for
Monitor Mode requires breaking the current loop and placing the FlowScanner in series
with the I/P, which is not always safe in an operating plant. When in series with a control
signal, any current also commanded from the FlowScanner output section will be added
to the existing control signal, which the control system may not expect. Because of the
potential for such problems, we do not recommend using this method of measuring
Monitor Mode current without special training and precautions.
The FlowScanner Valve Diagnostic system can be used to test a valve while the valve is
in service and under the control of a process loop. However, such testing yields a limited
amount of information.
If the actuator air pressures can be tapped they can be measured and graphed as in other
tests. If it is not feasible to tap into the air pressures, a strain gauge can be mounted on the
stem to obtain friction and force measurement. Sometimes travel and signal can be
compared to find problems, even if no pressure or force can be monitored.

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The five Output buttons and Slider control are scaled according to the Output Mode
selected.
Note: If commanding the output signal while in Monitor Mode, the output signal
commanded is limited by the software program to a value not to exceed 10% above the
Output Mode span selected. For example, if the Output Mode span selected is 4-20 mA,
the maximum output signal allowed will be 21.6 mA.
Example
If a valve cannot be stroked to the fully opened or fully closed positions, the seat load and
calibration end points cannot be determined. However, if a limited stroke can be
recorded, friction and dynamic error band information can be determined over the
allowed range of the stroke. If the valve can be fully opened, the Bench Set can be found,
even if the valve cannot be fully closed. If the valve actuator pressure(s) cannot be
measured, friction data and Bench Set cannot be obtained, but overall valve performance
(travel and control signal) can be analyzed.
Operating Instructions
1. Properly start the FlowScanner Model 6000 hardware unit and then the software
program. Allow the system to warm up.
2. Select the tag representing the control valve package to be tested or create a new
tag.

Switching transients may occur when initially displaying the test


window and configuring the monitor channel.
If measuring the control signal by direct connection to the I/P, do NOT use the
FlowScanner I/P connection for the control signal, as it will have switching transients
when you open the Test window and when configuring the monitor channel. Use one of
the auxiliary input channels to monitor the voltage across the I/P. The auxiliary channels
can convert the voltage reading to current and will not have switching transients.
If a valve is in critical service, measure the control signal by use of a clamp-on mA meter
without direct electrical contact is recommended. The voltage output of the meter can be
fed into a FlowScanner Auxiliary channel and scaled to read in milliamps.
If no current clamp is available, entering the I/P coil resistance and inferring the current
by measuring the voltage drop across the I/P using one of the Auxiliary input channels
can give good results. When measuring across the I/P, first enter a resistance value for the
I/P in the Transducer I/P tab of the Tag Information window. (The value can be entered
on the Test window in the appropriate field if it is not in the Tag information.
With some instruments that have “active electronics” the voltage change with current
doesn’t allow measuring across the instrument. Use either a clamp-on meter or add a
resistor in series with the I/P and measure the drop across the resistor. (In this case enter
the resistor value into the FlowScanner software program, not the instrument resistance.)
Open the Test window.
3. Select Monitor Mode from the Test Type list.
4. Enter a recording time in seconds. Shorter tests have faster sampling rate. Once the
test starts it will record data for the time entered, and if stopped sooner the data is
not saved; so allow the test to complete. As of version FlowScanner 6.3, tests

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should be able to be run as short as 8 seconds, and as long as 26000 seconds (~7
hours).
Note: Only 8000 data points are saved over the entire recording time specified.
5. Select how to trigger the test to start. This can be either when the “Start” button is
clicked, or when a signal on one of the Auxiliary channels when it changes by the
“trigger” amount indicated. The Trigger channel may be the control signal, or it
may be another electrical signal, such as a FlowMeter output. If you select a
Trigger channel (from the list), enter the trigger change value where indicated. A
change either increasing or decreasing of that amount AFTER the start button is
clicked will cause the test to start.
6. If a control signal is to be measured, select a Signal channel from the list. (This may
be the same or different from the Trigger channel.)
7. If using a clamp-on meter on the Signal channel, be sure to scale the voltage to
correct mA using the device scaling method. If the voltage across the I/P (or other
resistor) is to be used, enter the resistance value if it is not transferred to the
indicated field from the Tag information. Then check the “convert to mA” box and
the voltage will be automatically converted to current readings.
8. Be sure to specify the travel transducer (if used), and assign the pressure channels
(if used) to use for each parameter. If auxiliary input channels, other than the Signal
channel, are being monitored, also fill in descriptive names for those channels.
9. To cause the FlowScanner Valve Diagnostic system to begin monitoring the
Trigger channel for the input change, click on the Start button. If the Start button is
selected instead of a Trigger Channel, the data recording and timing start as soon as
the Start button is pressed. If an Auxiliary input channel is selected, the data
recording begins when the FlowScanner Valve Diagnostic system senses a change
of the Auxiliary input signal equal to or greater than the amount specified.
10. Before applying pressure to the FlowScanner system, zero the pressure readings by
clicking on the Zero All Pressures button on the Execution page of the Test
window.
11. If the valve being monitored is isolated and pressure measurements can be gathered,
connect the pressure tubing from the FlowScanner Model 6000 hardware units to
the valve test points.
12. Mount the travel transducer to the valve assembly so it measures the stem travel.
13. Connect the control cable to the I/P (if used). In a parallel connection, if the polarity
is wrong, no current reading will be seen. When it is connected correctly, the
current reading on the display is shown as the Measured Signal.
14. Connect the control cable (if used) to the channel assigned in the previous steps.
15. Begin the test as instructed in step 9 of this procedure.
16. At this point, the results can be viewed and adjustments made while connected to
the valve, or disconnect from the valve. The data can be analyzed later, if other
valves first need to be tested. The analysis and printing can be done on a suitable
desktop PC, if desired. At least a cursory review of the graphs is recommended
while still connected to the valve to ensure that the data was properly collected and
stored.

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17. Properly shut down the FlowScanner software program, the operating system of the
integrated laptop computer and the FlowScanner Model 6000 hardware unit.
Saving Data
After a test has completed, the data is converted into scaled Engineering Units and saved
in the active archive database as part of the test record. The FlowScanner software
program does not have the capability to revise the scaling later. However, the original
unscaled data as returned by the FlowScanner Model 6000 hardware unit is automatically
saved in the active archive database as well as a file associated with the test record. This
data is saved as a zipped file with a date-time formatted filename such as
“08.11.03_14.03.46.zip”. At this time, this data is saved for archival purposes only. It
cannot be re-read by the FlowScanner software program, but it can be retrieved /saved as
a file onto a computer, if desired. This data can only be deleted when the test record is
deleted. When the FlowScanner archive database is copied to another computer or the test
is exported to a FlowScanner archive database on another computer, this file is
transferred along with it.

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Chapter 9: Test Results


Displaying and Analyzing Test Results
To display test results, first open the Explorer pane and double-click the folder containing
the tag representing the valve that was tested. Tests, notes, files, and pictures are
associated with each tag and can be displayed by clicking the + sign next to the tag. Then,
select the test by right-clicking using the mouse on the test. From the context menu that
displays, select the type of test results to be displayed.
Capturing Graphs
To do a screen capture of a graph as it is displayed, click on the Graph’s toolbar button
that looks like a camera and the graph will be copied to the Windows clipboard.
Graph Cursors and Zooming In
The graph cursors can be manipulated several different ways for zooming in on a graph
or for marking specific data points to measure time analysis, for example. To pull in the
left, right, top or bottom cursors, click exactly on the border of the graph and hold down
the left mouse button while dragging the line in to the desired position. Release the
mouse button when the cursor is in position.
To zoom in on a specific position on the graph, click and hold the left mouse button and
drag the mouse to draw a square around the area to be enlarged. Clicking inside the box
or on the magnifying glass on the button bar will zoom in.
As with the DOS software program, the keyboard can also be used to perform these
functions. To position the left and right cursors press on the right arrow key first and the
left cursor line will begin to move in. To move in bigger increments, press the Ctrl key
and the arrow key. When the line is in position, press the insert key to set the line.
Pressing the left arrow key will now start to bring in the right side. The arrow keys and
Ctrl key work the same for the right side, as does the insert key for setting the position.
To pull in the top or bottom cursors, the same procedure is used with the up and down
arrows. The first key pressed will bring in the appropriate line. If the up arrow is pressed
first, the bottom line will begin to come up. Once the line is positioned, pressing the
insert key will set the line. Page up and Page down allow for moving in bigger
increments.
Displaying and Marking Data Points
When zoomed into high magnification, it may be useful to check the data-point density to
see how many readings are represented. To do this, press the Graph’s toolbar button that
has a line with circles on it (next to the magnifying glass button). This is the Show Data
Points button. It will draw a circle around every data point for the test.
Pressing the ‘M’ key will also mark a point at the current mouse cursor location. This
will display the x and y co-ordinates at this point as well.
Graphing the Step Change Test
The Step Change test is performed to determine the stroking speed or response time of
the valve assembly. In order to analyze the stroking speed, select the time display tab and
select the control signal and travel variables for the plotting. For precise results, it is
recommended that you zoom in on the area of interest (increasing or decreasing signal).

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Move the mouse cursor to the exact location at which you can detect a signal change,
click the right mouse button and select First Time from the context menu. Move the
mouse cursor to the point of completed travel, click the right mouse button and select
Second Time from the context menu. The time between points is displayed. This is the
elapsed time (stroking speed) it takes the valve to respond to an abrupt signal change. To
toggle the elapsed time display on or off, click the Show/Hide Elapsed Time Analysis
button in the toolbar.
Graphing the Step Study Test
The Step Study test is performed to measure the response or controllability of the process
variable (pressure, flow, level, temperature, etc.) to the valve's signal change and is
expressed in percentage. Use the “Vs. Time” plots to compare input and output, such as
the control signal and the process variable (measured on an auxiliary channel).
Because this test systematically steps an input signal up and down at changing
increments, the total hysteresis and deadband of the assembly can be captured. In this
display, you look for what degree of signal change is required for the output (process) to
follow.
For example, if you see that there is minimal to no change in output with a 1% signal
change, but the output mirrors the input with a 2% signal step, you would classify this
assembly as being between a 1% and 2% device.
There is no auto analysis of this test.
Graphing the Stepped Ramp Test
The Stepped Ramp test is performed to measure the response or controllability of the
process variable (pressure, flow, level, temperature, etc.) to the valve's signal change and
is expressed in percentage. Use the “vs. Time” selection to plot the control signal and the
process variable (normally measured on an auxiliary channel).
Because the input signal is stepped systematically in steps of equal value and that the
stepping direction is changed a minimum of three times, the valve's hysteresis and
deadband can be captured. To manually analyze this data (there is no auto analysis),
simply count the number of signal changes required to obtain an output (process variable)
change. Multiplying this number times the percent of change per step equals the percent
of response of the valve assembly.
For example, if the test was performed at 0.5% step increments (0.08 mA for a 4-20 mA
signal range) and it took four of these steps to achieve a change in process, you would
call this 2% control. Hence, the process tolerance, in this example, could not be held any
closer than 2%.
Graphing and Analyzing the Static Point Test
When a Static Point test is selected, a right-click using the mouse on it offers the option
to graph the Control Signal and Travel vs. Elapsed Time (i.e. Travel Signal vs. Time).
You may also select the “vs. Time Plots” option to look at different combinations, such
as the Control Signal compared to I/P output, or the I/P output compared to Travel.
This gives the static test results that compare to published specifications for valves.
To view analysis information regarding the correlation of either: 1) the Control
/Measured Signal to the Travel, 2) the Control /Measured Signal to I/P Output, or 3) the
I/P Output to Travel between the Up and Down strokes, and the differences thereof, just

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click on the Analysis button in the toolbar when either of these combinations of channels
have been plotted.
Graphing and Analyzing the Dynamic Scan Test
The “Analysis Values” window for a Dynamic Scan test lists four specific graphs that
show performance of the “Total Valve” and individual components of the assembly.
While you should normally look at all these graphs to detect problems, some valve
assemblies may not have all these separate components. For example, if a valve has no
I/P converter and receives a pressure signal, the “Total Valve” and “I/P” plots have little
meaning, so the “Positioner” plot really shows how this valve performs.
The “Valve” or “Net Pressure” plot gives information on the valve forces and mechanical
condition, and should be examined on every valve.
You should also check the supply pressure plot (either vs. travel or time) on all valves to
make sure there are no restrictions in the air volume. Plotting Supply and Actuator
pressures vs. time can show actuator leaks and positioner saturation. A Plot Supply
Pressure button can be clicked on in the Positioner section of the window to show this on
a vs. Time plot. Otherwise, this plot is available from the “Custom Graphs” menu or by
clicking on the “Custom Graph” button. In addition, the initial supply pressure is shown
on the “Valve” plot as a dotted line.
Other plots not summarized on the “Analysis Values” window should also be looked at,
and are available from the “Custom Graphs” menu or by clicking on the “Custom Graph”
button. On piston actuators plotting actuator stroke and actuator return pressures, vs.
Time will show the crossover adjustment of the positioner.
Graph Analysis
Always start the analysis from the Full Graph View.
The Total Valve, I/P, Positioner, and Valve graphs have analysis routines defined
between 10% and 90% of Travel for Dynamic Error Band (DEB), Friction, Spring Rate,
and Bench Set, and 2% of Travel for Seat Load. The analysis can be displayed by
pressing the F4 key or by clicking the analysis button on the toolbar.
The software program will try to set the analysis range limits appropriately, and will
analyze between those limits. The numerical results of the analysis are shown on the top-
right section of the graphics window. This is the Total valve analysis. The Total Travel
number shows the distance the valve stroked during the test.
The location of the analysis values can be displayed in any of the four quadrants of the
graph by either single-clicking the left mouse button outside of the axis area in the
respective corner of the plot desired or by pressing 1, 2, 3, or 4 pertaining to the
respective quadrant desired.
The Zero Travel and Full Travel numbers show the points where the valve reached the
limits of movement under the stroking speed conditions. Because the valve may not have
"caught up" with the changing control signal, these limits may not match actual static
calibration results.
The Dynamic Error Band numbers indicate the combined Hysteresis, Dead Band, and
Slewing (Dynamic) Error for the valve under the stroking speed conditions. Because the
Slewing Error increases as stroking speed increases the numbers will be higher than a
static deviation cycle test, and will increase as stroking speed increases.

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Always use the same stroking speed when comparing like valves. The Average value is
given as most representative of the performance, and the Minimum and Maximum show
the consistency over the stroke.
The Linearity number is Independent Dynamic Linearity based on best fit to the data.
Analysis Errors
The analysis can give misleading results in some cases. The actuator is normally checked
between 10% and 90% of the travel to avoid discrepancies often encountered in the
pressure as the stem motion starts. These effects show up as a bulge in the curve near the
ends of travel. If this bulge extends into the analyzed area, the bench set and friction
calculations may be off.
Judgment must be used to decide if the "bulge" is really due to friction (possibly from
galling) or to a restricted line between the positioner and actuator, causing a high-
pressure reading that doesn't reflect the actuator pressure.
The analysis limits can be changed to avoid such effects by first toggling the analysis off
and then moving the cursor at that end of the graph in past the curve discrepancy area.
Then, analyze again.
The bench set is determined by extending the nominal curve to the travel limits based on
the least squares data fit of the analysis area. If one end point is offset due to a data
problem, the slope of the line will be slightly wrong.
Limiting the Analysis Range
The FlowScanner software program attempts to locate the correct range of the graph to
analyze, but strange data may be better analyzed by limiting the analysis to a different
range. If the left and right cursors are moved in to the limits desired before analyzing, the
results will be based on the range between those limits.
Saving Manual Analysis Range Limits
Once the cursors have been moved in and the graph analyzed between those analysis
range limits, the “Save Manual Selections” button on the Graph toolbar is enabled.
Clicking it will save these analysis range limits so they will be used automatically when
the graph is viewed and analyzed again.
When these saved manual selections are applied to the graph:
– The color of the appropriate MEASURED text on the View Analysis window
will be cyan with an asterisk in front of it.
– The color of the displayed analysis range limit lines will be cyan on the plot.
Overriding Saved Analysis Range Limits
Once manual analysis range limits have been saved, the “Override Saved Manual
Selections” button on the right end of the Graph’s toolbar becomes enabled. Clicking this
button restores the default analysis range limits for the next analysis.

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I/P Plot
The I/P plot of a dynamic scan shows the calibration and performance of the I/P and may
help isolate performance problems related to the I/P or the Positioner. Since I/P
performance depends on the volume of air it must deliver, the performance generally
looks worse if no positioner is used (typically show a wider separation between the Up
and Down stroke). This is because the I/P must supply the total volume needed by the
actuator.
This graph plots the output pressure of the I/P as a function of the control signal. This
plot is typical of an I/P when used with a positioner.
Positioner Plot
This plot is labeled "Positioner" to agree with a complete valve assembly but actually
shows the response of the valve to its pressure signal whether or not a positioner is used.
It plots valve travel as a function of the pressure out of the I/P transducer. Because I/P
performance is usually quite good, this plot looks very similar to the Total Valve plot,
with slightly better numbers in the analysis.
The initial supply pressure, minimum supply pressure, and average supply pressure
specified and measured values are also shown in the Positioner section of the View
Analysis window, but not on the plot itself. These values are shown on the Valve plot
instead.
Valve Plot
One very useful plot from the Dynamic Scan test is the plot of Net Actuator Pressure as a
function of Travel. It may seem like the axes are backwards on this graph, but we are
using it to solve for forces on the valve, which are determined from the actuator
pressures, so they are plotted on the Y-axis.
The initial supply pressure is plotted on this graph as well as a dotted line. This gives a
quick visual indication as to whether or not net actuator pressure reached initial supply
pressure.
For a spring and diaphragm valve, the plot analyzes like this: From this graph we
determine the average, minimum, and maximum friction over the analyzed stroke. The
range indicates how consistent the friction is and wide variations usually indicate valve
problems.
The spring rate is calculated and can be compared to that specified for the actuator.
The total travel is repeated for reference.
The bench set for the actuator does not include valve friction, so the analysis removes the
friction to determine the true bench set. As friction changes the bench set does not
change, although the friction does change the stroking range of the valve.
The seat load is found under the test conditions, and if the service conditions are entered
in the nametag the seat load under service conditions is also calculated. This can be
compared to the required seat load from the nametag.
The initial supply pressure, minimum supply pressure, and average supply pressure
measured values are also shown as well. These values are shown on the Positioner
section of the View Analysis window as well.
Manual Selection of the Bench Set Line End Points

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In some instances, you may believe the automatically selected ends of the Bench Set line
may not be as you prefer. Both ends can be moved to manually selected positions by
right-clicking using the mouse on the desired location (sometimes easier by zooming in
on an area first) and selecting “Select Left End…” or “Select Right End…” to locate each
point precisely where desired.
Changing the location of the bench set line endpoints also changes the analysis
calculations that relate to the location of the bench set line, including Bench Set, Spring
Rate, Initial Set Point, and Seating and Breakout Torques.
Once they have been manually selected, these bench set line endpoint(s) can be saved and
overridden in the same way the Analysis Range Limits are saved and overridden (See
above).
When these manual selections are made (but not yet saved) and applied to the graph
/analysis:
– “(MAN.)” will be added to the Bench Set /Initial Set Point text on the plot, on the
View Analysis window, and on Quick reports and Diagnostic Summary reports.
When these manual selections have been saved and are applied to the graph /analysis:
– The color of the appropriate MEASURED text on the View Analysis window
will be cyan with an asterisk in front of it.
– The color of the displayed bench set line /bench set line endpoints will be cyan
on the plot.
– The color of the Bench Set /Initial Set Point text will be cyan, and “(MAN.)” will
be added to the text on the plot, on the View Analysis window, and on Quick
reports and Diagnostic Summary reports.
Analysis of Bench Set at Actual Travel
Some plants choose to analyze “bench set” values at the actual travel achieved during the
test. While this may not agree with the technical definition of Bench Set, the
FlowScanner software program allows you to select to analyze all plots for bench set at
actual travel, which avoids the need to manually select the bench set line endpoint(s) in
most cases.
This setting is a “toggle” that stays active until changed. With a graph displayed, open the
“Graph” menu and select “Analyze Bench Set at Actual Travel”. If this selection is
checked all plots will be analyzed at actual travel. This applies only for Sliding Stem
valve tests.
This option avoids the practice of some plants to change the Nametag travel for every test
to match the actual travel in order to get the same result. The Nametag should reflect the
ideal (or nominal) settings for the valve, and so should always reflect the specified travel,
not the actual travel of a single test. Using this “Graph” menu option setting allows the
Nametag to remain unchanged.
When this option is selected and the plot is analyzed (for a Sliding Stem valve test):
– “(A.T.)” will be added to the Bench Set text on the plot, on the View Analysis
window, and on Quick reports and Diagnostic Summary reports.

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Analyzing Pilot Plug Trim


When analyzing the Net Pressure Plot on valves with a pilot plug trim style, it is
necessary to manually identify six points on the graph before analyzing. These points are
selected by moving the cursor to the appropriate point on the graph, right clicking, and
then selecting the points from the context menu. Here is an example showing the point
selection required:

Analyzing Rotary Valve Torque


Rotary valves analyze very similar to sliding stem valves, except that instead of seat load
there may be questions about the seating torque and breakout torque. Determining seating
and breakout requires some manual point selections. The first step is to determine which
end of the net-pressure plot represents the closed position of the graph. Then determine
visually whether the bench set line fits the data well at that end of the graph. (It may not,
due to curvature of the data due to moment arms and the analysis area used to fit the
bench set line.) If necessary, change the analysis area or manually locate the ends of the
bench set line so it fits the data near the visual “zero torque” through the data at this end.
The torque calculations are made using this line as the zero torque line. Then find the line
representing the valve closing, and locate the point on the closing line farthest out from
the zero-torque line, which will give the highest closing torque while there is still shaft
motion. Right click on this point and click on “Select Seating Torque.” Then do the same
to select the Breakout torque on the line showing the opening motion. Then analyze and
the torques represented by these two points in reference to the zero-torque line will be
shown.

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Seat Condition
Although the Dynamic Scan test doesn't perform an actual leak test, zooming in on the
seating action shadows how the plug wedges into the seat ring and gives an indication of
the trim condition.
The "stair-step" appearance of the plug moving into the seat is actually caused by the
digital resolution of the travel sensor. If it had infinite resolution, a smooth trace would
be shown. New seats tend to have a sharper "break" in the curve as the plug contacts the
seat. This profile degrades into a more gradual curve with wear.
Seat Load Calculation: Automatic and Manual
The FlowScanner software program will calculate the seat load based on the change in
pressure recorded as the actuator drives the valve plug to contact the seat and then
continues to the end of the closing stroke (Zero / Full Pressure point). When test data is
displayed in the Net Pressure vs. Travel graph and the FlowScanner software program
calculations are displayed on the graph, the software program will indicate the two
pressure points used in the seat load calculation with two small, black circles on the
graph. When the inlet pressure and the outlet pressure are the same, the abbreviation
“NSC” (i.e. No Service Conditions) will be displayed for the Service Seat Load value
instead of a calculated value.
The FlowScanner software program’s data selection and calculations work well for most
valves and tests. Sometimes test data is such that you may feel the data selection and
calculations could be improved. You can override the automatic selection of pressures by
selecting different points. In the FlowScanner software program there are point selection
functions for both Seat Contact and Zero / Full Pressure Points. To use these two
calculation functions, follow these steps:
Seat Contact
1. Select the test in the Explorer pane by right-clicking using the mouse on the test.
Then, select Plot Net Pressure vs. Travel (Valve) from the context menu. Move the
highlighter on the context menu and click once to select the graph.
2. In the graph display, move the pointer to one of the corners outside the graph area.
Notice that the pointer changes from the standard arrow (or cross, inside the graph
area) to the arrow-and-question mark. Click to display the FlowScanner calculations
on the graph. When the calculations display, the data points are marked.
3. Move the pointer to the spot on the graph where you wish to set the seat contact
point. Note: the Zero / Full Pressure point remains where the point was selected by
the software program. Zoom in on the graph to select a spot different than the one
selected by the software program. When you have found the spot, place the pointer –
now a cross – on the spot and right-click using the mouse to open a context menu.
Click Select Seat Contact, and the marker (black circle) is placed on the spot. The
FlowScanner software program then recalculates the Seat Load as Tested. Service
Seat Load is also recalculated.
Zero / Full Pressure
1. Move the pointer to the spot on the graph where you wish to set the zero or full
pressure point. Zoom in on the graph to select a spot different than the one selected
by the software program. When you have found the spot, place the pointer – now a
cross – on the spot and right-click using the mouse to open a context menu. Click
Select Zero / Full Pressure, and the other marker (black circle) is placed on the spot.

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The FlowScanner software program then recalculates the Seat Load as Tested.
Service Seat Load is also recalculated.
Graphing and Analyzing Strain Gauge Data
Several menu options are available for display and
analysis of strain gauge data. When data has also
been collected on the pressure channels, the
pressure data is automatically used for reports and
is the primary standard for analyzing the valve.
Valve /Net Pressure Graph
When you graph the net pressure versus travel plot,
you can also overlay the strain gauge information
for comparison. While the graph is displayed, select
the Graph | Overlay menu and select the strain
gauge channel option; here labeled Force. This
action plots the scaled strain gauge data with a Y2
scale over the net pressure data.

(c) Instrument & Valve Services Co. 1990-2004

There is an advantage in verifying seat contact within the valve. The pressure graph
shows spikes on both ends where the valve has hit travel limits, but the strain on the stem
only shows a spike on the end where the load is applied through the stem, proving the

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plug is taking the force in the valve, and the actuator is not simply hitting the lower
actuator stop.
To make it easier to read the applied load from this
graph, the zero point of the strain gauge scale can be
adjusted on the graph. First, pull a horizontal cursor
from the graph edge down to the point where the valve
contacts the seat. Then select the Graph | Zero menu
and select the| Y2 option and the zero point will be set
at seat contact so the final load can be read directly.

The FlowScanner software program can also analyze the strain


data for some key values. You must select this after the desired
strain data is overlaid. (It is not necessary to adjust the zero for
this analysis.) Select the Graph | Analyze Strain menu and
select the Force (or other label used for this channel) option and
the analysis will be added to the graph analysis.

(c) Instrument & Valve Services Co. 1990-2004

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The friction values are shown automatically when the analysis is enabled. These values
are normally less than the values determined from the actuator pressure, because the
actuator values include the friction in the actuator, while the strain gauge measures the
friction in the valve.

The seat load is not automatically analyzed by the software


program until it is told which points on the graph indicate the
seat contact point and the full load point. First, find the break
in the graph that occurs when the seat is contacted. Right-
click using the mouse on that point and choose Select Seat
Contact (SG) showing this is for the Strain Gauge (SG). That
point will be circled on the graph.

Then select the point where the load is fully applied. Right-
click using the mouse on that point and choose Select Full Load
(SG). That point will also be circled. The analysis will then
show the value for seat load as determined by the strain gauge
readings.

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(c) Instrument & Valve Services Co. 1990-2004

The seat load determined by actuator pressure is normally slightly low, because the
values used for actuator effective area are typically conservative. However, the strain
gauge seat load reading is typically higher than that determined from pressures. The
actual seat load is between these two values. The FlowScanner software program does
not currently calculate a Service Seat Load based on the strain gauge.

It is also possible to graph and


analyze the strain gauge data by
itself, without overlaying the
pressures. Right-click using the
mouse on the test and if data has
been acquired on channel G or H it is
assumed to be strain gauge data, and
the Plot Strain vs. Travel menu is
available to select the channel to plot.
This plots only the strain gauge data
in the same format as the overlay,
and the same analysis and graph
functions can be done on this graph.

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(c) Instrument & Valve Services Co. 1990-2004

Additionally, you can generate a report from this plot (as shown below) by right-clicking
using the mouse on the graph and selecting Generate Report.

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(c) Instrument & Valve Services Co. 1990-2004

The report can be saved in the archive database under the test in the Explorer pane and
/or printed.

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vs. Time Graphs


Engineers experienced with other valve diagnostic systems that generate graphs plotted
against a time base, may prefer to plot the strain gauge data versus time. To do this, right-
click using the mouse on a test in the explorer tree and select “vs. Time Plots”. Select the
strain gauge channel to plot.
Due to the low-level electrical signals in recording strain gauges, electrical noise is
sometimes picked up in the reading. This noise appears on the graph as seen in the
following illustration.
(c) Instrument & Valve Services Co. 1990-2004

The data lines are less crisp making it harder to determine exact values. The FlowScanner
software program includes a filter routine to help clean up graphs plotted vs. time.

From the “Graph” menu select Apply Filter and the channel
desired.

For most types of noise, this will filter the signal and
provide a plot that is easier to read exact values. Compare
the above graph to the graph shown on the following page.

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Additionally, you can generate a report from a vs. Time plot by right-clicking using the
mouse on the graph and selecting Generate Report. The report can be saved in the archive
database under the test in the Explorer pane and /or printed.
(c) Instrument & Valve Services Co. 1990-2004

vs. Time Graphs


By right-clicking using the mouse on a test and selecting the “vs. Time Plots” option, a
graph can be displayed showing the measured variables selected on the Y-axis vs. elapsed
time on the X-axis. Up to 10 different measured variables or tests from a single tag or up
to 4 different measured variables or tests from multiple tags can be plotted. When
multiple measured variables are plotted, the traces are identified by letter symbols such as
"i" for current or "an" for Actuator Net pressure.
For Dynamic Scan tests, the vs. Time graph is most often used to check the crossover
pressures of piston actuators. Plot the Actuator Stroke, Actuator Return, and Net Pressure
data at the same time: Check the manufacturer's specifications for the positioner used. If
the crossover pressures are too low, the valve may have control problems that are not
otherwise obvious.
Elapsed Time Analysis
To view elapsed time information between two points on a vs. Time graph, move your
mouse cursor to a position on a trend line, click the right mouse button, and select First
Time from the context menu. Move your mouse cursor to another position on the trend

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line, click the right mouse button, and select Second Time from the context menu. The
graph displays the elapsed Time Between Points. To toggle the elapsed time display on or
off, click the Show/Hide Elapsed Time Analysis button in the toolbar.
vs. Time Analysis for Static Point Tests
To view analysis information regarding the correlation of either: 1) the Control
/Measured Signal to the Travel, 2) the Control /Measured Signal to I/P Output, or 3) the
I/P Output to Travel between the Up and Down strokes, and the differences thereof, just
click on the Analysis button in the toolbar when either of these combinations of channels
have been plotted.
vs. Time Analysis for Sine Wave Tests
To view analysis information regarding the Amplitude Ratio and Phase Shift between the
Control /Measured Signal and the Travel, perform the following steps:
1. Click the right mouse button over a plot point of the Control /Measured Signal, and
select T1 Input from the context menu.
2. Click the right mouse button over the corresponding plot point of the Travel on the
vertical plane, and select T1 Output from the context menu.
3. Click the right mouse button over a plot point of the Control /Measured Signal, and
select T2 Input from the context menu.
4. Click the right mouse button over the corresponding plot point of the Travel on the
horizontal plane, and select T2 Output from the context menu.
5. Click on the Analysis button in the toolbar. The graph displays the Amplitude Ratio
and the Phase Shift values.
Overlaying Test Data
The Overlays tab page of the Custom Graphs window allows you to overlay data from
multiple tests for various Standard plots to compare performance or trend changes.
The vs. Time and Custom tab pages of the Custom Graphs window allows you to either
overlay data from multiple channels for a test and/or overlay data from multiple tests to
compare performance or trend changes.
One graph may plot up to 10 different variables or tests from a single tag or up to 4
different variables or tests from multiple tags.
To plot multiple tests, drag them to the Custom Graphs window and drop them in the
space listing tests to plot. These can be selected or deselected as desired. And the plot
colors can be changed by right mouse clicking on them.
To simultaneously plot different data channels, select them on the vs. Time or Custom
tabs of this window. On the Custom tab page you can select one X-axis variable, one
variable on the Y1 axis (left side) and multiple channels on the Y2 axis to plot.

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Chapter 10: Reports


View Analysis Values / Quick Report
The results of a control valve test are summarized by the FlowScanner software program
in the Analysis Values window. To view the test results summary for a specific test, first
locate the test in the Explorer pane and then right-click using the mouse on the test and
select View Analysis Values from the context menu. The Analysis Values window
displays.
Tip: Click on the “Test” menu and select View Analysis Values to display the window.
The current tag number is indicated in the upper left portion of the Analysis Values
window. Each section of the Analysis Values window gives component-specific
information from the test.
Data Display Areas – Measured and Specified
• Total Valve: Travel, Dynamic Error Band (DEB), and Dynamic Linearity
• I/P: Output pressure at minimum and maximum input signal, Dynamic Error Band
(DEB), and Dynamic Linearity
• Positioner: Travel, Dynamic Error Band (DEB), Dynamic Linearity, and Supply
• Valve: Torque, Spring Rate, Total Travel, and Initial Set Point
Buttons
• Run Report Wizard: Click to start Report Wizard to generate a detailed report
summarizing this test.
• Custom Graph: Click to open the Custom Graph window to plot a custom graph for
the test.
• Print Quick Report: Click to begin printing a Quick Report. When you click the
Print button, the Quick Report Comments window opens. Enter comments and click
OK to print the Quick Report. Note: A print preview window will be displayed prior
to printing. Printing of the Quick Report can be cancelled by you from the print
preview window.
• Plot Graph: Click to display a specific graph – Total Valve, I/P, Valve.
• Plot Positioner Graph: Click to display a Positioner graph.
• Plot Supply Graph: Click to display a Supply graph.
Plotting a Graph
Plot a graph by selecting Plot Graph in the Total Valve section, the I/P section, or the
Valve section. Plot a positioner or supply graph by selecting Plot Positioner Graph or Plot
Supply Graph in the Positioner section.
Printing a Quick Report
A Quick Report is a one-page summary printout of test results with added comments.
Print a Quick Report from the Analysis Values window. To open the Analysis Values
window, right-click using the mouse on the test in the Explorer pane and select View
Analysis Values from the context menu.

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• In the View Analysis Values window, click the Print Quick Report button. The Quick
Report Comment window displays. Enter text for printing as part of the Quick Report
in the Trim Comments field and the Other Notes field. Click OK to start printing.
Note: A print preview window will be displayed prior to printing. Printing of the
Quick Report can be cancelled by you from the print preview window.
Report Wizard
The Report Wizard is a tool that displays test data in a template in Microsoft Word or
Excel. Microsoft Word & Excel 2007 (with SP1 or SP2), or 2013 (with SP2) are
supported by the FlowScanner software program and are required to be installed when
using specific templates from the Report Wizard.
Start the Report Wizard by right-clicking using the mouse on a test in the Explorer pane
and then selecting Create New Report from the context menu. The Report Wizard
window displays.
Tip: You can also start the Report Wizard from the Analysis Values window, or with a
test highlighted in the Explorer pane, selecting the Create New Report option from the
“Test” menu.
Templates
The Report Wizard offers the following templates:
• Diagnostic Summary Templates (requires Word)
• Daily Progress Spreadsheet (requires Excel)
• Diagnostic Spreadsheet (requires Excel)
• Blank Report Template (requires Word)
• Executive Summary Template (requires Word)
Using the Report Wizard
When you start the Report Wizard, the Step 1 window displays with the tag number,
serial number, and test start time. These data fields cannot be edited in the Report Wizard
window although they can be edited in the report template.
Select the template for the type of report from the list. If you select Diagnostic Summary
Templates and click Next, the Step 2 window displays. If you select any of the other
template choices and click Next, the Step 3 window displays.
In the Step 2 window (Diagnostic Summary Templates), select the type of data plot for
display in the report. The four available data plots are:
• Total Valve (Travel versus Signal)
• Positioner (Travel versus Input)
• I/P (Output versus Signal)
• Valve (Net Pressure versus Travel)
Select one, two, three, or four of the four plots available and then click Next.
In the Step 3 window, enter the Name and Description for the new report. The Name is
used as the filename. Use the Name field to identify the test as an “AS FOUND” or “AS
LEFT” test for easy identification later. Click Finish to create the report.

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When you click the Finish button in the Step 3 window, FlowScanner software program
starts Word or Excel and creates the report, naming the file with the report name that you
entered. The FlowScanner software program automatically saves Word reports to the
archive database, creating a link (via a Report image icon with the report name) to Word
reports in the Explorer pane under the test entry. The FlowScanner software program
automatically saves Excel spreadsheet reports to the “Users\Public\Public
Documents\Emerson Process Management\FlowScanner\Reports” folder.
You can at the time save Excel spreadsheet reports to a different folder on the PC other
than the Reports subfolder if you so choose. After saving, you can manually save Excel
spreadsheet reports to the archive database as a File by using the “Add File” button and
selecting the desired Excel spreadsheet report.
To open an existing report, right-click using the mouse on the report name and select Edit
Report from the context menu.
You can edit the report information (the name and description) from the Explorer pane by
right-clicking using the mouse on the test report and selecting Edit Report Information
from the context menu. A Report Information window dialog displays. You can then
modify the report name and/or report description and then click OK. This information is
displayed in the Quick View pane when highlighting a test report in the Explorer pane.
You can retrieve a Word report (copy it to your machine) from the Explorer pane by
right-clicking using the mouse on the Report and selecting Retrieve from the context
menu. A Select Save Location dialog displays. You can then save the Word report as a
file by selecting the location to save it to in the dialog and clicking Save. The file will be
saved to your machine.

Deleted information cannot be recovered or restored.


You can delete an existing report by right-clicking using the mouse on the report and then
selecting Delete Report.
Vs. Time Reports
A vs. Time Report displays test data in a template in Microsoft Word. Microsoft Word
2007 (with SP1 or SP2), or 2013 (with SP2) are supported by the FlowScanner software
program and are required to be installed when generating a vs. Time Report.
You can generate a report from a vs. Time plot by right-clicking using the mouse on the
graph and selecting Generate Report. The report can be saved in the archive database
under the test in the Explorer pane and /or printed.

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Chapter 11: Utility Tools


Standard stand-alone utility tools exist that can be utilized from within FlowScanner.
These standard utility tools, supplied by IVS, currently consist of a Sensitivity Worksheet
tool and a PPD Calculator tool. These utility tools can be accessed from within
FlowScanner via the “Tools” menu. The “Tools” menu will currently show up to a
maximum of 6 utility tools that can be accessed. These utility tools can be standard stand-
alone utility tools supplied by IVS, or customer stand-alone utility tools supplied by the
customer. Standard utility tools will be given precedence in the “Tools” menu list and
will be listed first.
The “Tools” menu is populated on-the fly with the list of available utility tools via
performing a search of valid .ini and .exe files located in the C:\ Users\Public\Public
Documents\Emerson Process Management\FlowScanner\Utility Tools folder.
If a valid .ini file exists but not its associated .exe file, the “Tools” menu will list the
utility tool but the selection will be disabled.
The format of the .ini file needs to be as follows:
FlowScanner Std Utility Tool
Title of utility tool
Filename of .exe stand-alone utility tool
OR
FlowScanner Customer Utility Tool
Title of utility tool
Filename of .exe stand-alone utility tool
The use of the “FlowScanner Std Utility Tool” header in the .ini file is reserved for utility
tools supplied by IVS, and should not be used by the customer.
Thus, the customer, if they want, can create their own .ini files and place them, along
with the associated .exe files, into the Utility Tools folder.
Only one .ini file should exist for every .exe file.
If additional Standard stand-alone utility tool become available from IVS, all that needs
to be done is to place the .ini and .exe files into the Utility Tools folder.

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Chapter 12: Calibration


Periodic calibration checks can be made by comparing readings from the Test window to
known master instruments, however the values shown on the Test window are rounded
and thus are not as accurate as recorded data files.
To check calibration to full accuracy, the ScannerCal software/hardware system is
available at extra cost. The ScannerCal software program reads values (averaging several
readings to eliminate electrical noise) from the FlowScanner Model 6000 hardware unit
without rounding, and can transfer them to pre-formatted Excel spreadsheet templates
automatically to plot deviation and compare to specified tolerance limits. The hardware
modules automatically switch electrical inputs and outputs of the different FlowScanner
Model 6000 hardware unit sections to the master instruments (not included) to assure the
correct connections and resistive loads. Optional modules check the FlowScanner Model
6000 hardware unit’s travel counters, timing accuracy, and interface with certain master
instruments through a GPIB instrument bus to the PC USB port. With the full system and
matching Agilent/Druck/Pace instruments, ScannerCal can run an automatic cycle
completely checking the accuracy of a FlowScanner Model 6000 hardware unit in less
than 30 minutes.
Because accuracy drift or change is not expected in this design, a change outside of
tolerance may indicate component damage or failure, and the unit should be returned for
evaluation of the cause and recalibration. Factory calibration uses computer-controlled
master instruments and sources, eliminating all manual readings, and provides a more
accurate adjustment than is possible with normal calibration lab procedures. (Constants
calculated by manual readings might require reduced accuracy specification for the
system.)

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Chapter 13: Technical / Product Support


The FlowScanner Model 6000 Valve Diagnostic System is a complex assembly of
computer hardware, data acquisition and sensor hardware, computer operating software,
data acquisition software, and analysis software. If any type of operating problem occurs,
contact your local Fisher Products sales office immediately. Use the link below to find
the Fisher Products sales office in your area.
http://www2.emersonprocess.com/en-US/brands/fisher/Contacts/Pages/contacts.aspx.
Available Support
Contact your local Fisher Products sales office. Use the link below to find the Fisher
Products sales office in your area.
http://www2.emersonprocess.com/en-US/brands/fisher/Contacts/Pages/contacts.aspx
If the unit must be returned, a Return of Material Authorization (RMA) number will be
issued to track the system.
Note: The FlowScanner Model 6000 valve diagnostic system must be shipped in the
original shipping case.

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Chapter 14: FlowScanner Help


When you select Help topics from the “Help” menu on the FlowScanner toolbar (or click
the Help book icon, or press F1), this manual is launched in Adobe Acrobat or Adobe
Acrobat Reader 6.0 or later. If Adobe Acrobat or Adobe Acrobat Reader 6.0 or later is
not installed on your PC, you are automatically redirected to the Adobe web site where
you can download the Adobe Acrobat Reader application.

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Chapter 15: Glossary

Actuator
A piston or spring and diaphragm assembly for positioning the actuator stem in relation
to the operating pressure(s).

Actuator Return
In a piston actuator, the pressure opposing the stroke pressure.

Actuator Stroke
In a piston actuator, the pressure opposing the return pressure. In a spring and diaphragm
actuator, the pressure opposing the spring.

Area (Unit Selection)


The unit of area for all FlowScanner software program displays, selected in the
FlowScanner Configuration window, Units tab. To select the unit of area, open the
“Tools” menu and select Configuration. The Configuration window displays; click the
Units tab and select the unit of area from the choices (square inches or square
millimeters). Click the floppy disk icon to save the new value.

Auto Zero Travel (Test window)


A test function found in the Test window that automatically zeroes the travel reading at
test start. Click the checkbox to select or deselect Auto Zero Travel.

Auxiliary Input Data Channels


Input ports on the FlowScanner hardware unit for recording auxiliary input such as
transmitters or strain gauges. In the FlowScanner software program, open the Test Setups
window and click the Channels tab then the Auxiliary tab to reach the auxiliary channels
setup area.

Bench Set
The pressure range required to move the actuator from its upper stop to its rated travel
without any body frictional forces present.

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Calibration Interval / Configuration


Number of days between required calibrations of the FlowScanner system. To set the
calibration interval, open the “Tools” menu and select Configuration. In the FlowScanner
Configuration window, click the General tab and enter the number of days until the next
calibration in the field labeled Days between calibrations. Click the floppy disk icon to
save the new value.

Command Signal
The output signal, usually current, commanded by the test and displayed on the Test
window.

Control Mode
Running a test in which the valve is being controlled by a test script, e.g. a Dynamic Scan
test.

Control Signal
The voltage or current signal provided by the FlowScanner Model 6000 hardware unit to
control the valve during testing.

Database
A collection of data stored systematically to allow rapid searches, sorts, and simple
retrieval. A FlowScanner archive database stores data about tags and associated
FlowScanner diagnostic tests. A tag's database record might include valve specifications,
configuration parameters, and diagnostic test results.

Dead Band
The range through which an input can be varied without initiating observable response.

Dynamic Error Band (DEB)


For any given signal level, the difference between up-stroke and down-stroke position,
expressed as a percentage of total travel.

Dynamic Scan Test


A test in which the control signal is ramped from a preset starting point to a preset ending
point at a specific rate.

E/P
Stands for voltage to pressure.

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Hysteresis
That property of an element evidenced by the dependence of the value of the output, for a
given excursion of the input, upon the history of prior excursions and the direction of the
current traverse.

Hysteretic Error
Hysteretic error is usually determined by subtracting the value of the dead band from the
maximum measured separation between upscale going and downscale going indications
of the measured variable.

I/P
Stands for current to pressure.

I/P Plot
A graph that plots input current versus I/P output and provides performance and
calibration data for the I/P.

I/P Resistance
The input resistance value of the I/P necessary for current calculation when using the
monitor function.

Leak Class
The classification of the valve performance based on the quantity of fluid passing through
an assembled valve when the valve is in the closed position under stated closure forces,
with pressure differential and pressure as specified.

Linear (Unit Selection)


The unit of linear measurement for all FlowScanner software program displays, selected
in the Configuration window, Units tab. To select the linear unit, open the “Tools” menu
and select Configuration. The Configuration window displays; click the Units tab and
select the linear unit from the choices (inch or millimeter). Click the floppy disk icon to
save the new value.

Linearity
An inherent flow characteristic which can be represented ideally by a straight line on a
rectangular plot of flow versus percent travel.

Load/Force (Unit Selection)

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The unit of load or force measurement for all FlowScanner software program displays,
selected in the Configuration window, Units tab. To select the load/force unit, open the
“Tools” menu and select Configuration. The Configuration window displays; click the
Units tab and select the load/force unit from the choices (pound, Newton, or
decaNewton). Click the floppy disk icon to save the new value.

Measured Signal
The output signal, usually current, from the FlowScanner Model 6000 hardware unit as
measured by a measurement loop and displayed on the Test window.

Monitor Mode
Running a test in which the valve is being monitored; a passive test where no control
signal is sent to the valve. No automatic analysis is done when running this kind of test.
The only kind of test FlowScanner currently has available for this is the Monitor Mode
test. Running a Monitor Mode test simply watches the selected channels and signals and
records them for the specified time.

Nametag File
A nametag file contains a valve tag number, serial number, hardware specifications and
operating information for a control valve package. This information is used by the
FlowScanner software program when analyzing valve test results.
A nametag file may be loaded from a disk or created using the FlowScanner software
program.

Net Actuator Pressure


In a piston actuator, the difference between the pressures in the upper and lower piston
cylinders.

Net Pressure Plot


A graph that plots actuator net pressure versus travel and provides analysis of travel,
friction, spring rate, bench set and seat load.

Positioner Plot
A graph that plots I/P output (positioner input) versus travel and provides analysis of
position, calibration, and performance.

Pressure (Unit Selection)


The unit of pressure measurement for all FlowScanner software program displays,
selected in the Configuration window, Units tab. To select the pressure unit, open the
“Tools” menu and select Configuration. The Configuration window displays; click the

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Units tab and select the pressure unit from the choices (psi, kpa, kg/cm2, or bar). Click the
floppy disk icon to save the new value.

Quick Report
A one-page report printed directly from the FlowScanner software program summarizing
a specific test. To print a quick report, double-click a tag in the Explorer pane, highlight a
test, and right-click using the mouse on it to open the context menu. In the context menu,
select View Analysis Values to open the Analysis Values window. In this window, click
the Print button to begin the process of printing a quick report.

Required Seat Load


The required contact force between the seat and the valve plug.

Response Time
A test format used to measure the time required for a valve to respond to a given signal
change.

Seat Load
The contact force between the seat and the valve plug.

Sensitivity (PPI or PPD)


Pulses Per Inch or Pulses Per Degree.
The output (used by the FlowScanner software program) of the cable transducers used for
sliding stem valves is measured in electronic pulses per inch of valve stem travel. The
default value for the Celesco Cable 25 IN is 2500 PPI.
The output (used by the FlowScanner software program) of the rotary transducers used
for rotary valves is measured in electronic pulses per degree of valve stem rotation. The
default value for the EPC Rotary is 133.33 PPD.
This sensitivity value can be changed in the Test window and is saved with the test.

Set Point
The set point in a process control scheme is a reference value representing the desired
value of the process variable being controlled.

Spring Rate
Force change per unit change in rate.

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Spring Rate (Unit Selection)


The unit for spring rate measurement for all FlowScanner software program displays,
selected in the Configuration window, Units tab. To select the spring rate unit, open the
“Tools” menu and select Configuration. The Configuration window displays; click the
Units tab and select the spring rate unit from the choices (lb/in or N/mm). Click the
floppy disk icon to save the new value.

Stroking Time
The rate of travel of the actuator.

Static End Points


The zero signal (normally 4 mA) end point at which the valve stops moving as the signal
is decreased and the full signal (normally 20 mA) end point at which the valve stops
moving as the signal is increased.

Total Valve Plot


A graph that plots input current versus valve travel and provides overall performance and
calibration for the entire assembly.

Travel Transducer Identifier


A unique number a user specifies that is associated with a specific travel transducer
model and sensitivity value. This number could represent a serial number, or a P. serial
number.

Valve Friction
A combination of forces that produce drag in valve motion. These forces include drag
created by actuator bearings, packing, and plug/cage seal rings.

Valve Stroke
The actual measured valve travel through a complete signal range.

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Chapter 16: Standard Application


Arrangements

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Index space
1
10CFR50, Appendix B QA Program .................................................................................. 5
A
AC power ............................................................................................................................ 2
Accessories Kit ................................................................................................................... 4
Alternate (Alt) key ............................................................................................................ 30
Appendix B QA Program.................................................................................................... 5
auxiliary input channels .................................................................................................... 49
B
battery ................................................................................................................................. 2
C
Configuration window ...................................................................................................... 13
context menus ................................................................................................................... 20
Control Key Combinations ......................................................................................... 30, 31
D
Dynamic Scan test............................................................................................................. 59
E
Explorer pane .................................................................................................................... 20
Exporting Data .................................................................................................................. 42
F
File Menu .......................................................................................................................... 22
FlowScanner software description ...................................................................................... 1
Function keys .................................................................................................................... 30
G
Graph Menu ...................................................................................................................... 25
Groups window ................................................................................................................. 41
H
Help Menu ........................................................................................................................ 27
I
Importing Data .................................................................................................................. 43
K
Key combinations ............................................................................................................. 30

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M
Managing Tags ................................................................................................................. 35
Menu Bar .......................................................................................................................... 21
Monitor Mode test ............................................................................................................ 63
Q
Quick Report ............................................................................................................... 85, 87
R
Report Wizard ............................................................................................................. 85, 86
S
Scaling an auxiliary channel ............................................................................................. 50
Search Tags window ................................................................................................... 39, 40
Seat Load Calculation ....................................................................................................... 74
Sine Wave test .................................................................................................................. 62
software shutdown ............................................................................................................ 20
software startup ................................................................................................................. 19
Static Point test ................................................................................................................. 61
Step Change test................................................................................................................ 60
Step Study test .................................................................................................................. 62
Stepped Ramp test............................................................................................................. 62
switching transients........................................................................................................... 64
T
tag data, exporting............................................................................................................. 42
Tag Explorer window ....................................................................................................... 40
Tag Information window .................................................................................................. 35
Tags, Printing Tag Information......................................................................................... 38
Tags, Search Tags ....................................................................................................... 39, 40
Templates, Report Wizard ................................................................................................ 86
test connections ............................................................................................................. 9, 10
test data, exporting ............................................................................................................ 43
Test Menu ......................................................................................................................... 23
Test Setups window .......................................................................................................... 47
Test window...................................................................................................................... 51
Theory of Operation............................................................................................................ 7
toolbar ............................................................................................................................... 27
Tools Menu ....................................................................................................................... 26

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Training Courses, Emerson Process Management Education Center ................................. 8


V
View Menu ....................................................................................................................... 23
W
Window Menu .................................................................................................................. 26

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