Special Documentation Proline Promag 400 HART

Transcription

1 SD01847D/06/EN/ Valid as of version zz (Device firmware) Products Solutions Services Special Documentation Proline Promag 400 HART Heartbeat Verification + Monitoring application package

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3 Proline Promag 400 HART Table of contents Table of contents 1 Certification Document information Document function Content and scope Symbols used Documentation Registered trademarks Product features and availability Product features Availability of the application package Product description Heartbeat Diagnostics Heartbeat Monitoring Heartbeat Verification Performance characteristics System integration Automated data exchange Data exchange performed by the user (asset management system) Commissioning Heartbeat Diagnostics Heartbeat Monitoring Heartbeat Verification Operation Heartbeat Monitoring Heartbeat Verification Mode of operation Self-monitoring Totalization Data management Modules Application examples Heartbeat Monitoring Heartbeat Verification Glossary and terminology Endress+Hauser 3

4 Certification Proline Promag 400 HART 1 Certification 4 Endress+Hauser

5 Proline Promag 400 HART Document information 2 Document information 2.1 Document function This document is part of the Operating Instructions and serves as a reference when working with Heartbeat Technology. It contains all the information on how to use the Heartbeat Verification + Monitoring application package. 2.2 Content and scope This documentation contains descriptions of the additional parameters and technical data that are available with the Heartbeat Verification + Monitoring application package. It provides detailed information on: Application-specific parameters Advanced technical specifications Application examples 2.3 Symbols used Symbols for certain types of information Symbol Meaning Tip Indicates additional information. Reference to documentation A Reference to page Reference to graphic Notice or individual step to be observed 1., 2., 3. Series of steps Result of a step Operation via local display Operation via operating tool Write-protected parameter Symbols in graphics Symbol Meaning 1, 2, 3... Item numbers A, B, C,... Views A-A, B-B, C-C,... Sections Endress+Hauser 5

6 Document information Proline Promag 400 HART 2.4 Documentation For an overview of the scope of the associated Technical Documentation, refer to the following: The Device Viewer : Enter the serial number from the nameplate ( The Endress+Hauser Operations App: Enter the serial number from the nameplate or scan the 2-D matrix code (QR code) on the nameplate. This documentation is not a substitute for the Operating Instructions supplied with the device. For detailed information, refer to the Operating Instructions and other documentation on the CD-ROM provided or visit " This documentation is an integral part of the following Operating Instructions: This Special Documentation is available: On the CD-ROM supplied with the device (depending on the device version ordered) In the Download Area of the Endress+Hauser Internet site: Download 2.5 Registered trademarks HART Registered trademark of the FieldComm Group, Austin, Texas, USA FieldCare, Heartbeat Technology TM Registered or registration-pending trademarks of the Endress+Hauser Group 6 Endress+Hauser

7 Proline Promag 400 HART Product features and availability 3 Product features and availability 3.1 Product features Heartbeat Technology offers diagnostic functionality through continuous self-monitoring, the transmission of additional measured variables to and the in-situ verification of flowmeters in the application. Heartbeat Technology Heartbeat Diagnostics Heartbeat Monitoring Heartbeat Verification } Pass/Fail A Heartbeat Technology Always available by default: Heartbeat Diagnostics feature The diagnostics function provides information on the device status and is represented in the form of status signals (device diagnostics). Available as an optional extra with the Heartbeat Verification + Monitoring application package: Heartbeat Monitoring feature Continuous display of monitoring measured values for monitoring. Heartbeat Verification feature The functionality of the device is checked on demand. The results of the check are saved as a data set in the measuring device and documented in the form of a verification report. 3.2 Availability of the application package The "Heartbeat Verification + Monitoring" application package can be ordered directly when ordering the device but is also available as a retrofit kit for subsequent installation. You can check whether your device has the "Heartbeat Verification + Monitoring" application package: In the W@M Device Viewer ( Enter the serial number from the nameplate and in the device information check whether the option EB "Heartbeat Verification + Monitoring" appears under the order code for "Application Packages". In the operating menu In the Diagnostics menu, check whether the Heartbeat submenu appears. Promag 400: Generation "B" devices Heartbeat Technology can be retrofitted on Generation "B" Promag 400 devices by replacing the existing transmitter. Endress+Hauser 7

8 Product features and availability Proline Promag 400 HART Order code If ordering directly with the device or subsequently as a retrofit kit: Order code for "Application Packages", option EB "Heartbeat Verification + Monitoring" Activation The "Heartbeat Verification + Monitoring" application package must be enabled in the device if the package is ordered subsequently as a retrofit kit. The retrofit kit contains an access code that must be entered via the operating menu. Enter the access code. Setup Advanced setup Enter access code The application package is available Access Heartbeat Technology is compatible with all the system integration options. Interfaces with digital communication are required to access the data saved in the device. The speed of data transmission depends on the type of communication interface used. 8 Endress+Hauser

9 Proline Promag 400 HART Product description 4 Product description 4.1 Heartbeat Diagnostics Purpose With the Heartbeat Diagnostics function, information on the status of the measuring device is generated on the basis of continuous self-monitoring and represented in the form of status signals (device diagnostics). The diagnostic data are classified and contain information on the cause of the error and measures to rectify the error Aim Continuously output status signals via the operating interfaces and to the higher-level system (system integration) Advantages Continuous monitoring and integration into the higher-order system ensure that information on the condition of the measuring device is available in real time and can be processed in time. Remedial measures are provided for each diagnostic event to ensure that problems can be rectified quickly Customer and industry requirements The status signals are classified in accordance with VDI/VDE 2650 and NAMUR Recommendation NE 107. For detailed information on diagnostics, see the "Diagnostics and troubleshooting" section of the Operating Instructions 6. Endress+Hauser 9

10 Product description Proline Promag 400 HART 4.2 Heartbeat Monitoring Purpose On the basis of continuous self-monitoring, Heartbeat Monitoring makes additional monitoring-specific measured variables available that relate to the measuring performance of the flowmeter Aim To control measures in the field of maintenance (e.g. cleaning) or process optimization. Ideally these measures can be implemented before the process safety or product quality of the application is affected. Possible applications of : Fluids containing magnetite Applications with cathodic protection systems Applications with pipes that are not grounded Multi-phase fluids (gas content in liquid fluids) Applications in which the sensor is exposed to a programmed amount of wear Advantages Early detection of changes (trends) to ensure plant availability and product quality. Use of information for the proactive planning of measures (cleaning). Identification of undesirable process conditions as the basis to optimizing the facility and the processes Customer and industry requirements For a product to have a high level of quality, the process quality must be monitored continuously and the quality of flow measurement must remain constant. High system availability requires the prevention of unscheduled downtime and short turnaround times for repair work proactive, forward planning is a prerequisite for this. 10 Endress+Hauser

11 Proline Promag 400 HART Product description 4.3 Heartbeat Verification Heartbeat Technology offers two ways to perform Heartbeat Verification: Internal verification 18 Internal verification is performed by the device without manual checking of external measured variables. Internal verification can be performed automatically or on demand. External verification 21 External verification is internal verification plus entry of external measured variables. External verification is performed on demand. During the internal verification process, measured variables are recorded manually with the help of external measuring equipment and entered into the measuring device (e.g. actual current at output). The value entered is checked and verified by the measuring device to ensure that it complies with the factory specifications. A (Pass/Fail) status is indicated, and this is documented as a partial result of the verification process and taken into account in the overall result Verification process Year Month Day Hour AM/PM Minute Verification mode - internal - external external External device information internal External reference voltage 1 to 2 Start verification (parameter selection) - Cancel - Start Start verification ( parameter selection) - Cancel - Current output 1 low value - Current output 1 high value - Frequency output 1 - Pulse output 1 - Frequency output 2 - Pulse output 2 - Start Output values Measured values Progress Status Overall result A EN Purpose Heartbeat Verification uses the self-monitoring function of the device to check the measuring device functionality. During the verification process, the system checks whether the device components comply with the factory specifications. Both the sensor and the electronics modules are included in the tests. The results of the check are saved as a data set in the measuring device and documented in the form of a verification report, if Endress+Hauser 11

12 Product description Proline Promag 400 HART required. The request for verification can come from a higher-order system via the system integration interface. The overall result of the device function test can also be relayed to this higher-order system. The result of the verification provides information about the condition of the measuring device. Data interpretation by the user is not required Aim To confirm the consistent quality of the measurement in the life cycle of the measuring device by periodically checking the measuring device functionality. To create traceable documentation of the condition of the measuring device in the life cycle of the measuring device Advantages The functionality is integrated in the measuring device and available via all the operating and system integration interfaces. No onsite presence is required to use the function, thereby saving time and making the function easily available at any time. As the measuring device interprets and documents the results of the verification itself (Pass/Fail), no special knowledge is required on the part of the user. The documentation of the verification (verification report) can be used to prove quality measures to a third party. The use of the Heartbeat Verification function as a method to test devices in the application means it can replace other maintenance tasks (periodic check, repeat calibration) or be used to extend the testing intervals. Huge time and cost savings compared with calibration or verification with external testing equipment Customer and industry requirements Compliance with ISO 9001 (measuring points relevant to quality). Testing of measuring points with regard to energy monitoring, utilities and greenhouse gas emissions. Testing of measuring points as regards billing. 12 Endress+Hauser

13 Proline Promag 400 HART Product description 4.4 Performance characteristics Heartbeat Technology checks the reliability of the measured values output at the measuring device Heartbeat Diagnostics Heartbeat Diagnostics carries out diagnostic tests in the electronics modules based on continuous self-monitoring. The test scope achieved using these diagnostic tests is referred to as Total Test Coverage TTC. The TTC is expressed by the following formula for random errors (calculation based on FMEDA as per IEC 61508): TTC = (λ TOT λ du ) / λ TOT λ TOT : λ du : Rate of all theoretically possible failures Rate of undetected dangerous failures Only dangerous undetected failures are not identified by the instrument diagnosis and, if they occur, can distort the measured value that is output or interrupt the output of measured values. Heartbeat Diagnostics checks the device function within the specified measuring tolerance using a defined TTC. If the SIL mode is enabled, continuous diagnostics for the 4 to 20 ma current output is active; this increases the TTC. For further information on the SIL mode, refer to the "Functional Safety Manual" special documentation. The current value for TTC depends on the configuration and integration of the measuring device. The values specified above presuppose the following basic conditions: Integration of measuring device for measured value output via 4 to 20mA HART output Simulation operation not active Error behavior, current output set to Minimum alarm or Maximum alarm. The switching unit must identify both alarms. The settings for the diagnostic behavior correspond to the factory settings Heartbeat Verification Heartbeat Verification is performed on demand and complements the diagnostics performed as part of the diagnosis with other tests. The internal verification checks the following inputs and outputs: 4 to 20 ma current output Pulse/frequency output Reference voltage External verification supports verification of the following output modules: 4 to 20 ma current output Pulse/frequency output Reference voltage The verification is based on references that are incorporated in the measuring device, traceable from the factory and redundant in the device. Heartbeat Verification confirms the device function with the TTC mentioned on demand. Heartbeat Technology meets the requirement for traceable verification according to DIN EN ISO 9001: 2008 Chapter 7.6 a) Control of monitoring and measuring equipment. Endress+Hauser 13

14 System integration Proline Promag 400 HART 5 System integration The Heartbeat Technology features are available via the digital interfaces. The functionalities can be used via an asset management system and via the automation infrastructure (e.g. PLC) A PLC 2 Asset Management System 3 Measuring device Data exchange can take place automatically or be triggered by a user. Detailed information concerning system integration: Operating Instructions, "System integration" section Automated data exchange Heartbeat Diagnostics Analyze field device diagnostics. Diagnostic events for integration with the PLC. Heartbeat Monitoring There is no automatic exchange of data. The monitoring measured variables are read only. Heartbeat Verification Instrument check via self-monitoring. Start verification and upload verification results Automated data exchange: Heartbeat Verification The self-monitoring function integrated in the measuring device can by activated by a control system and the results can be checked. The following procedure must be implemented for this purpose: 14 Endress+Hauser

15 Proline Promag 400 HART System integration Performing verification Start Check Status Performing verification Status is "Done" Status is "Not done" Check Result Verification results Result is "Passed" Device behavior as expected Result is "Failed" Application specific standard operating procedure A EN Verification performance: Verification is started via the Start verification parameter. Verification status: On completion of the verification, the value of the Status parameter changes to Done. Verification result: The overall result of the verification is indicated in the Overall result parameter. Different, application-specific measures must be performed by system routines depending on the result, e.g. a "Maintenance Required" alert is triggered if Failed is displayed as the result. 5.2 Data exchange performed by the user (asset management system) Heartbeat Diagnostics Identify remedial measures. Information on the cause of the error and remedial measures are provided in the asset management system. Heartbeat Monitoring The user can only read the monitoring measured variables. Heartbeat Verification Instrument verification via self-monitoring. Start verification. Upload, archive and document verification results including detailed results. Endress+Hauser 15

16 Commissioning Proline Promag 400 HART 6 Commissioning 6.1 Heartbeat Diagnostics The Heartbeat Diagnostics feature is a standard device feature. No special measures are required for commissioning. For detailed information on diagnostics, see the "Diagnostics and troubleshooting" section of the Operating Instructions Heartbeat Monitoring No special measures are required for commissioning the Heartbeat Monitoring feature. The monitoring measured variables can be read in the device Heartbeat Verification No special measures are required for commissioning the Heartbeat Verification feature. The configuration (factory reference) required as part of Heartbeat Verification is recorded during calibration at the factory and is permanently stored in the measuring device. When verifying in the application, the current situation of the measuring device is compared against this factory reference. It is recommended to perform an initial verification when commissioning the measuring device and to save the results as the initial situation in the life cycle of the measuring device Recording reference data It is possible to manually record reference data relating to the customer and the location. These reference data appear on the verification report. Navigation "Setup" menu Advanced setup Heartbeat setup Heartbeat base settings Navigation "Expert" menu Diagnostics Heartbeat Heartbeat base settings Heartbeat base settings Plant Operator 16 Location 16 Parameter overview with brief description Parameter Description User entry Plant Operator Enter the plant operator. Max. 32 characters such as letters, numbers or special characters %, /) Location Enter the location. Max. 32 characters such as letters, numbers or special characters %, /) 16 Endress+Hauser

17 Proline Promag 400 HART Operation 7 Operation 7.1 Heartbeat Monitoring The following monitoring measured variables can be read in the device. Navigation "Diagnostics" menu Heartbeat Monitoring results Noise Monitoring results Noise 17 Coil current shot time 17 Reference electrode potential against PE 17 Parameter overview with brief description Parameter Description User interface Noise Coil current shot time Reference electrode potential against PE Indicates the degree to which the differential signal from both measuring electrodes is dispersed. Indicates the rise time of the coil current for the buildup of the magnetic field. Displays the voltage of the reference electrode in relation to the potential of the measuring tube. 0 to µv 2 to 500 ms 30 to +30 V 7.2 Heartbeat Verification Access to the verification parameters: Via operating menu or Web server: Diagnostics Heartbeat Performing verification Expert Diagnostics Heartbeat Performing verification Via FieldCare (Flow Verification DTM): Heartbeat Performing verification The output of measured values continues while the verification is performed. The signal outputs and totalizers are not affected. The device signalizes that verification is being performed: Diagnostic event: event "302 Device verification active". The status signal switches to "C Function check". Diagnostic behavior (factory setting): warning. The diagnostic behavior can be reconfigured by the user if necessary: If "Alarm" is set, the output of measured values is interrupted and the signal outputs and totalizers adopt the defined alarm condition. For detailed information on diagnostics, see the "Diagnostics and troubleshooting" section of the Operating Instructions 6. Endress+Hauser 17

18 Operation Proline Promag 400 HART Internal verification Performing verification "Performing verification" wizard "Diagnostics" submenu The entry for the date and time is saved in addition to the current operating time and the results of the verification and also appears in the verification report. Navigation "Diagnostics" submenu Heartbeat Performing verification Performing verification Year 19 Month 19 Day 19 Hour 19 AM/PM 19 Minute 19 Verification mode 19 External device information 19 External reference voltage 1 Start verification 20 Progress 20 Measured values 20 Output values 20 Status 20 Overall result Endress+Hauser

19 Proline Promag 400 HART Operation Parameter overview with brief description Year Month Day Hour AM/PM Minute Parameter Prerequisite Description User entry / Selection / User interface Can be edited if Heartbeat Verification is not active. Can be edited if Heartbeat Verification is not active. Can be edited if Heartbeat Verification is not active. Can be edited if Heartbeat Verification is not active. Can be edited if Heartbeat Verification is not active. In the Date/time format parameter (2812), the dd.mm.yy hh:mm am/pm option or the mm/dd/yy hh:mm am/pm option is selected. Can be edited if Heartbeat Verification is not active. Entry for date and time (field 1): enter the year verification is performed. Entry for date and time (field 2): enter the month verification is performed. Entry for date and time (field 3): enter the day verification is performed. Entry for date and time (field 4): enter the hour verification is performed. Entry for date and time (field 5): enter the morning or afternoon. Entry for date and time (field 6): enter the minute verification is performed. 9 to January February March April May June July August September October November December 1 to 31 d 1 d Factory setting January 0 to 23 h 12 h AM PM AM 0 to 59 min 0 min Verification mode For the following order code: "Application package", option EB "Heartbeat Verification" Can be edited if verification status is not active. Choice of verification mode: Internal: Verification is performed automatically by the device and without manual checking of external measured variables. External: Similar to internal verification but with the entry of external measured variables (see also "Measured values" parameter). Internal verification External verification Internal verification External device information With the following conditions: In the Verification mode parameter ( 19), the External verification option is selected. Can be edited if verification status is not active. Record measuring equipment for external verification. Free text entry Endress+Hauser 19

20 Operation Proline Promag 400 HART Parameter Prerequisite Description User entry / Selection / User interface Start verification Start verification. To carry out a complete verification, select the selection parameters individually. Once the external measured values have been recorded, verification is started using the Start option. Cancel Output 1 low value Output 1 high value Frequency output 1 Pulse output 1 Frequency output 2 Pulse output 2 Start Factory setting Cancel Progress Shows the progress of the process. 0 to 100 % 0 % Measured values One of the following options is selected in the Start verification parameter ( 20): Output 1 low value Output 1 high value Output 2 low value Output 2 high value Frequency output 1 Pulse output 1 Frequency output 2 Pulse output 2 Displays the references for the external measured variables. Current output: Output current in [ma] Pulse/frequency output: Output frequency in [Hz] Signed floating-point number 0 Output values Displays the references for the external measured variables. Pulse/frequency output: Output frequency in [Hz]. Signed floating-point number 0 Status Done Busy Failed Not done Done Overall result For the following order code: "Application package", option EB "Heartbeat Verification" The software options currently enabled are displayed in the Software option overview parameter. Displays the overall result of the verification. Detailed description of the classification of the results: 29 Failed Not used Passed Not done Not done 20 Endress+Hauser

21 Proline Promag 400 HART Operation External verification Only use intrinsically safe measuring equipment in hazardous zones! Measured values Reference voltage of measuring device The measuring device uses an internal reference voltage. The actual value of the reference voltages can be tapped at the sensor electronic module. The measured values of both test points are entered at the flowmeter. Output current (current output) Measured values are simulated by the flowmeter for each output that is physically present at the measuring device. A "Low Value" and a "High Value" are simulated in each case. Both measured values are entered at the flowmeter. Output frequency (pulse/frequency output) Measured values are simulated by the flowmeter for each output that is physically present at the measuring device. Simulation value frequency output: Maximum frequency. Simulation value pulse output: Simulated frequency depending on the pulse width configured. Detailed information: Operating Instructions, "Configuring pulse/frequency/switch output" section. Requirements for the measuring equipment DC current measuring uncertainty ±0.2 % DC current resolution 10 μa DC voltage measuring uncertainty ±0.1 % DC voltage resolution 1 mv Frequency measuring uncertainty ±0.1 % Frequency resolution Temperature coefficient 1 Hz %/ C Performing external verification Permanently predefined output signals are simulated during external verification of the outputs. These output signals do not represent the current measured value. This may have an effect on the higher-level system. In order to perform a verification, the current output must be assigned to a measured variable. To record the measured variables for external verification, the user receives instructions from the measuring device: Endress+Hauser 21

22 Operation Proline Promag 400 HART A Current output Current values are simulated during external verification. These are recorded by the measuring equipment and entered at the flowmeter. In order to perform the verification, the current output must be assigned to a measured variable. For verification purposes, an ammeter is connected to the output. The verification can be performed in a variety of ways: Measurement at the test points Measurement at the output terminals Measurement at the test points The ammeter is connected to the test points of the current output. The electric circuit to the higher-level system is not interrupted and is included in the verification. 1 L+/L L-/N Verification of the current output (measurement at the test points) 1 Test points for current output (on the circuit board) A Endress+Hauser

23 Proline Promag 400 HART Operation Measurement at the output terminals The ammeter is connected directly to the terminals (integration into current loop). It is necessary to break the existing connection to the higher-level system. In order to perform a verification, the pulse/frequency/switch output must be assigned to a measured variable. L+/L L-/N Verification of the current output (measurement at the output terminals) A Order code for "Output" Terminal numbers Output 1 26 (+) 27 (-) Option H, I 4 to 20 ma HART (active), 0 to 20 ma HART (active) A PLC 3 Connection of the ammeter A Ammeter PLC Process control system A This method is particularly suitable for outputs which are not integrated in a system. Pulse/frequency output Frequency values are simulated during external verification. These are recorded by the measuring equipment and entered at the flowmeter. For verification purposes, the frequency meter is connected to the output and the actual frequency recorded. For measurement purposes, it is necessary to connect the output to a power supply unit. Endress+Hauser 23

24 Operation Proline Promag 400 HART L+/L L-/N Verification of the pulse/frequency output (measurement at the output terminals) A Order code for "Output" Terminal numbers Output 2 Output 3 24 (+) 25 (-) 22 (+) 23 (-) Option H Pulse/frequency output (passive) Switch output (passive) Promag D, L Option I Promag W Option I Pulse/frequency/switching output (passive) Permanently assigned Certified pulse output (passive) Pulse/frequency/switching output (passive) Pulse/frequency/switching output (passive) Reference voltage To verify the reference voltage, a voltmeter is connected to the test points of the flowmeter. The test points are located on the sensor electronic module that is installed below the on-site display. Assignment of test points: Ground potential (GND) Reference voltage During external verification, voltages are recorded using the measuring equipment and entered at the flowmeter. 24 Endress+Hauser

25 Proline Promag 400 HART Operation Performing verification "Performing verification" wizard "Diagnostics" submenu The entry for the date and time is saved in addition to the current operating time and the results of the verification and also appears in the verification report. Navigation "Diagnostics" submenu Heartbeat Performing verification Performing verification Year 19 Month 19 Day 19 Hour 19 AM/PM 19 Minute 19 Verification mode 19 External device information 19 External reference voltage 1 Start verification 20 Progress 20 Measured values 20 Output values 20 Status 20 Overall result 20 Endress+Hauser 25

26 Operation Proline Promag 400 HART Parameter overview with brief description Year Month Day Hour AM/PM Minute Parameter Prerequisite Description User entry / Selection / User interface Can be edited if Heartbeat Verification is not active. Can be edited if Heartbeat Verification is not active. Can be edited if Heartbeat Verification is not active. Can be edited if Heartbeat Verification is not active. Can be edited if Heartbeat Verification is not active. In the Date/time format parameter (2812), the dd.mm.yy hh:mm am/pm option or the mm/dd/yy hh:mm am/pm option is selected. Can be edited if Heartbeat Verification is not active. Entry for date and time (field 1): enter the year verification is performed. Entry for date and time (field 2): enter the month verification is performed. Entry for date and time (field 3): enter the day verification is performed. Entry for date and time (field 4): enter the hour verification is performed. Entry for date and time (field 5): enter the morning or afternoon. Entry for date and time (field 6): enter the minute verification is performed. 9 to January February March April May June July August September October November December 1 to 31 d 1 d Factory setting January 0 to 23 h 12 h AM PM AM 0 to 59 min 0 min Verification mode For the following order code: "Application package", option EB "Heartbeat Verification" Can be edited if verification status is not active. Choice of verification mode: Internal: Verification is performed automatically by the device and without manual checking of external measured variables. External: Similar to internal verification but with the entry of external measured variables (see also "Measured values" parameter). Internal verification External verification Internal verification External device information With the following conditions: In the Verification mode parameter ( 19), the External verification option is selected. Can be edited if verification status is not active. Record measuring equipment for external verification. Free text entry 26 Endress+Hauser

27 Proline Promag 400 HART Operation Parameter Prerequisite Description User entry / Selection / User interface Start verification Start verification. To carry out a complete verification, select the selection parameters individually. Once the external measured values have been recorded, verification is started using the Start option. Cancel Output 1 low value Output 1 high value Frequency output 1 Pulse output 1 Frequency output 2 Pulse output 2 Start Factory setting Cancel Progress Shows the progress of the process. 0 to 100 % 0 % Measured values One of the following options is selected in the Start verification parameter ( 20): Output 1 low value Output 1 high value Output 2 low value Output 2 high value Frequency output 1 Pulse output 1 Frequency output 2 Pulse output 2 Displays the references for the external measured variables. Current output: Output current in [ma] Pulse/frequency output: Output frequency in [Hz] Signed floating-point number 0 Output values Displays the references for the external measured variables. Pulse/frequency output: Output frequency in [Hz]. Signed floating-point number 0 Status Done Busy Failed Not done Done Overall result For the following order code: "Application package", option EB "Heartbeat Verification" The software options currently enabled are displayed in the Software option overview parameter. Displays the overall result of the verification. Detailed description of the classification of the results: 29 Failed Not used Passed Not done Not done Verification results Access to the verification results: Via the operating menu and Web server Diagnostics Heartbeat Verification results Expert Diagnostics Heartbeat Verification results Via FieldCare (Flow Verification DTM): Heartbeat Verification results Navigation "Diagnostics" submenu Heartbeat Verification results Endress+Hauser 27

28 Operation Proline Promag 400 HART Navigation "Expert" menu Diagnostics Heartbeat Verification results Verification results Date/time 28 Verification ID 28 Operating time 28 Overall result 28 Sensor 28 Sensor electronic module (ISEM) 28 I/O module 29 System status 29 Parameter overview with brief description Parameter Prerequisite Description User interface Factory setting Date/time The verification has been performed. Enter the date and time in real time. Days (d), hours (h), minutes (m), seconds (s) 0 Verification ID The verification has been performed. Displays consecutive numbering of the verification results in the measuring device. 0 to Operating time The verification has been performed. Indicates how long the device has been in operation. Days (d), hours (h), minutes (m), seconds (s) Overall result For the following order code: "Application package", option EB "Heartbeat Verification" The software options currently enabled are displayed in the Software option overview parameter. Displays the overall result of the verification. Detailed description of the classification of the results: 29 Failed Not used Passed Not done Not done Sensor In the Overall result parameter, the Failed option is displayed. Displays the result for the sensor. Detailed description of the classification of the results: 29 Failed Not used Passed Not done Not done Sensor electronic module (ISEM) In the Overall result parameter, the Failed option is displayed. Displays the result for the sensor electronics module (ISEM). Detailed description of the classification of the results: 29 Failed Not used Passed Not done Not done 28 Endress+Hauser

29 Proline Promag 400 HART Operation Parameter Prerequisite Description User interface Factory setting I/O module In the Overall result parameter, the Failed option is displayed. Displays the result for I/O module monitoring of the I/O module. For pulse output: Accuracy of pulses (for external verification only) For frequency output: Accuracy of frequency (for external verification only) Detailed description of the classification of the results: 29 Failed Not used Passed Not done Not done System status In the Overall result parameter, the Failed option is displayed. Displays the system condition. Tests the measuring device for active errors. Detailed description of the classification of the results: 29 Failed Not used Passed Not done Not done Classification of results Individual results Result Failed Not used Passed Not done Description At least one individual test in the test group was outside the specifications. The result is used for internal purposes. All individual tests in the test group complied with the specifications. The result is also "Passed" if the result of an individual test is "Check not done" and the result of all other tests is "Passed". No test has been performed for this test group. Overall results Result Failed Not used Passed Not done Description At least one test group was outside the specifications. The result is used for internal purposes. All verified test groups complied with the specifications (result "Passed"). The overall result is also "Passed" if the result for an individual test group is "Check not done" and the result for all other test groups is "Passed". No verification was performed for any of the test groups (result for all test groups is "Check not done"). If a result is classified as Not checked, the output concerned has not been used. Heartbeat Verification confirms the device function within the specified measuring tolerance on demand with a TTC 1) > 94 %. Based on redundant references in the device which are traceable from the factory, Heartbeat Technology meets all the requirements concerning traceable device verification according to DIN EN ISO 9001: ) Total Test Coverage Endress+Hauser 29

30 Operation Proline Promag 400 HART Test groups Test group Sensor Sensor electronics module (ISEM) I/O electronics module System condition Description Electrical components of the sensor (signals, circuits and cables) Electronic module for exciting the sensor and converting Results of all the input and output modules installed on the measuring device. Test for active measuring device errors of "alarm"-type diagnostic behavior For more information on the test groups and individual tests 30. The results for a test group (e.g. sensor) contain the result of several individual tests. All the individual tests must be passed for the test group to pass. The same applies for the overall result: All the test groups must pass for the overall result to be "passed". Information on the individual tests is provided in the verification report and in the detailed verification results which can be accessed via the Flow Verification DTM. Limit values I/O module Input; Output Internal verification External verification Current output 4 to 20 ma ±1 % ±100 μa (offset) Lower value 4mA: ±1 % Upper value 20mA: ±0.5 % Pulse/frequency/switch output ±0.05 %, with a 120 s cycle Pulse: ±0.3 % Frequency:±0.3 % Detailed verification results The detailed verification results and process conditions at the time of the verification can be accessed via the Flow Verification DTM. Verification results: "VerificationDetailedResults VerificationSensorResults" Process conditions: "VerificationDetailedResults VerificationActualProcessConditions" The detailed verification results listed below provide information on the results of the individual tests within a test group. Parameters for "Detailed verification results" Individual test Description Result/limit value "Sensor" test group Rise time symmetry Monitoring of symmetry in the exciter circuit for coil current shot times while both field polarities are changed No value range Passed / Failed / Not performed Holding voltage symmetry Coil current loss Coil current stability Monitoring of symmetry in holding voltages of exciter circuit for driving the coil current for both field polarities Monitoring of the coil current path for leak current. Monitoring the correct adjustment of the coil current. No value range Passed / Failed / Not performed No value range Passed / Failed / Not performed No value range Passed / Failed / Not performed Coil resistance Monitoring of the coil resistance. No value range Passed / Failed / Not performed Cable E1 defective Monitoring of electrode cable 1. No value range Passed / Failed / Not performed 30 Endress+Hauser

31 Proline Promag 400 HART Operation Individual test Description Result/limit value Cable E2 defective Monitoring of electrode cable 2. No value range Passed / Failed / Not performed Cable EPD defective Monitoring of EPD cable. No value range Passed / Failed / Not performed "Sensor electronic module (ISEM)" test group Supply voltage All the relevant supply voltages are checked. No value range Passed / Failed / Not performed External reference voltage Linearity of electrode signal amplifier Offset electrode signal amplifier Hold voltage feedback Overvoltage feedback Electronic current loss Monitoring of reference voltages in flowmeter circuit and exciter circuit. Monitoring of flowmeter circuit with regard to gain and linearity. Monitoring of flow measurement amplifier with regard to zero point. The configured hold voltage is fed back to ensure the secure and constant functioning of the hold voltage. The overvoltage is fed back to ensure the secure and constant functioning of the overvoltage. Monitoring of the coil current path for leak current. No value range Passed / Failed / Not performed No value range Passed / Failed / Not performed No value range Passed / Failed / Not performed No value range Passed / Failed / Not performed No value range Passed / Failed / Not performed No value range Passed / Failed / Not performed Current measurement Monitoring of low-side current measurement. No value range Passed / Failed / Not performed Overvoltage circuit Monitoring of overvoltage. No value range Passed / Failed / Not performed Electrode signal integrity Monitoring of input stage, sensor and electrode cable. No value range Passed / Failed / Not performed Shield driver Monitoring of shield driver circuit. No value range Passed / Failed / Not performed "System Condition" test group System condition Monitoring of system condition. No value range Passed / Failed / Not performed "I/O Modules" test group Output 1 Result of output 1 No value range Passed / Failed / Not performed Output 2 Result of output 2 No value range Passed / Failed / Not performed Output 3 Result of output 3 No value range Passed / Failed / Not performed Furthermore, the current process conditions at the time of verification are recorded, thereby improving the comparability of the results. Process conditions Process conditions Verification value conductivity Process temperature verification value Verification value volume flow Electronic temperature Description, value range Actual measured value for medium conductivity (if switched on) Actual measured value for medium temperature (if available) Actual measured value for volume flow Current measured value for the electronic temperature in the transmitter Endress+Hauser 31

32 Operation Proline Promag 400 HART Verification report The results of the verification can be documented in the form of a verification report via the Web server or the FieldCare operating tool 36. The verification report is created on the basis of the data set saved in the measuring device after verification. As the verification results are automatically and uniquely identified with a verification ID and the operating time, they are suitable for the traceable documentation of the verification of flowmeters. Content of the verification report The first page contains information to identify the measuring point and the verification result and confirms that verification has been performed. Customer: Customer reference Device information: Information on the place of operation (tag) and the current configuration of the measuring point. This information is managed in the measuring device and indicated in the verification report. Calibration: Information on the calibration factor and zero point setting for the sensor. To ensure that the measuring device complies with the factory specification, these values must correspond to those of the last calibration or repeat calibration. Verification information: The operating time and verification ID are used to uniquely assign the verification results for the traceable documentation of the verification. The manual entry for the date and time is saved in addition to the current operating time in the measuring device and also appears in the verification report. Verification results: Overall result of the verification. The verification is only passed if all the test groups pass. The results for the test groups are indicated on the second page of the report. The second page contains information on the results of all the test groups 30. As a prerequisite for the validity of the verification report, the Heartbeat Verification feature must be activated on the measuring device concerned and must have been performed by an operator tasked to carry out this job by the customer. Alternatively, an Endress+Hauser service technician or a service provider authorized by Endress+Hauser can be tasked with performing the verification. 32 Endress+Hauser

33 Proline Promag 400 HART Operation Verification Report Plant Operator: Device Information Location Location 14 Device tag M-745 Module name ProXX Nominal diameter DNxx Device name ProXX Order code 5P5B Serial number Firmware version Heartbeat Technology Calibration Calibration factor 0.85 Zero point 10 Verification Information Operating time (counter) 12d15h32min12s Date/time (manually recorded) /12:00 Verification ID 17 Overall Verification Result* Passed Details see next page *Result of the complete device functionality test via Heartbeat Technology Confirmation Heartbeat Verification verifies the function of the flowmeter within the specified measuring tolerance, over the useful lifetime of the device, with a total test coverage > 94 %, and complies with the requirements for traceable verification according to DIN EN ISO 9001:2008 S ection 7.6 a. Notes Date Operator s signature Inspector s signature Page 1 5 Example of a verification report (Page 1) A EN The remaining pages of the verification report list the individual test groups and the individual test group results. For information on the meaning of the individual test groups and a description of the individual tests: 30 Endress+Hauser 33

34 Operation Proline Promag 400 HART Verification Report Plant Operator: Device Identification and Verification Identification Serial number Device tag M-745 Verification ID 17 Heartbeat Technology Sensor Shot time symmetry Hold voltage symmetry Coil current loss Coil current stability Coil resistance Cable E1 defect Cable E2 defect Cable EPD defect Sensor electronic module (ISEM) Supply voltage External reference voltage Linearity of electrode measuring circuit Offset of electrode measuring circuit Hold voltage feedback Shot voltage feedback Electronic current loss Current measurement Shot control circuit Electrode signal integrity Shield driver System status Passed Passed Passed Passed Passed Passed Passed Passed Passed Passed Passed Passed Passed Passed Passed Passed Passed Passed Passed Passed Passed Passed I/O module Passed Input/output (I/O 1) Passed* Input/output (I/O 2) Passed* Input/output (I/O 3) Passed* Input/output (I/O 4) Not plugged *External verification Information about the External Verification Fluke 2354, Cal: , F. Maier Page 2 A EN 6 Example of a verification report (Page 2) Data administration using Web server and FieldCare (Flow Verification DTM): Endress+Hauser

35 Proline Promag 400 HART Mode of operation 8 Mode of operation 8.1 Self-monitoring Heartbeat Technology is based on reference values that are recorded during the factory calibration, or on series-specific limit values. Device-internal parameters (measuring points) that are correlated with flow measurement (secondary measured variables, comparative values) are recorded during the calibration. The reference values for these parameters are stored permanently in the measuring device and act as the basis for Heartbeat Technology and particularly for the Heartbeat Verification function integrated in the measuring device. Throughout the life cycle of the flowmeter, the Heartbeat Verification function checks whether the measuring points deviate from the reference condition defined at the time of the calibration and indicates if the deviation is outside the factory specification. The validity of the testing method is additionally ensured by redundant components and signal feedback (feedback loop). This ensures that any component drift is detected. 8.2 Totalization Heartbeat Technology is accessible via all the operating interfaces. ESC - + E 1 2 A Local display 2 Web server or FieldCare In addition, access is also possible via the system integration interface, allowing the device to be used without onsite presence in the field. Via the process control system or asset management system, it is possible to periodically check the measuring point with a minimum amount of effort. Endress+Hauser 35

36 Mode of operation Proline Promag 400 HART 1 ESC - + E Verification Verification Verification 6 A Local display 2 Web server 3 FieldCare 4 Data archive 5 W@M 6 Verification report The creation of verification reports is supported by both the Web server integrated in the measuring device and by Endress+Hauser's FieldCare asset management software. With the Flow Verification DTM, FieldCare also offers the possibility of archiving the verification results and reports to create traceable documentation. W@M (Web Asset Management) by Endress+Hauser is an open information system for lifecycle management device documentation and administration: Project configuration System integration Operation Maintenance Repair 8.3 Data management The results of a Heartbeat Verification are saved as a non-volatile parameter set in the measuring device memory. Eight storage areas are available for parameter sets. New verification results overwrite older data on a "first in first out" basis. The results can be documented in the form of a verification report via the Web server and Endress+Hauser's FieldCare asset management software. In addition to the option of printing out the results in a verification report, FieldCare also provides an option for archiving the verification results with the Flow Verification DTM. Furthermore, with FieldCare it is also possible to export data from these archives and to analyze trends in the verification results (line recorder function) Data management via Web browser Thanks to the integrated Web server the device can be operated and configured via a Web browser. 36 Endress+Hauser

37 Proline Promag 400 HART Mode of operation Print verification report Web browser interface after login: A In the menu, select the Data Management, Documents and Verification Report tabs one after the other. The Web browser opens the entry field for printing verification reports. 2. Enter the necessary information in the Customer and Location fields. The information entered here appears in the verification report. 3. In the Sel. result set. field (select result data set), select the desired data set with the verification results. The verification data sets are identified by the time stamp in the drop-down menu. 4. Click the Upload field. The Web browser generates a verification report in PDF format. Exporting the verification results A In the menu, select the Data Management, Documents and Export Back-up Dataset tabs one after the other. The Web browser opens the entry field for exporting verification results (raw data). 2. Click the Export Parameters field. The Web browser generates a file in CSV format. This format can be easily converted to a spreadsheet Data management via Flow Verification DTM A special DTM for Heartbeat Verification (Flow Verification DTM) is also available in addition to the standard device DTM. The Flow Verification DTM offers advanced capabilities for performing the verification and managing the results. Endress+Hauser 37

38 Mode of operation Proline Promag 400 HART Basic functions The following basic functions are available: Compare the online and offline verification data sets Reset the DTM to the initial state Open saved archive files Save data sets to an existing archive file or initial saving of data sets to a new archive file Save the data sets under a new file name; a new archive file is created in this case Create a verification report in PDF format Header Xxxxxxxx Xxxxxxxx A Top display area of the DTM Contains the following information: Measuring device Device tag Indicates whether verification is active Reading out data Start uploading the data from the measuring device to the asset management software. 38 Endress+Hauser

39 Proline Promag 400 HART Mode of operation 7 Sample graphic A Click an individual data set. Selected data sets, which are saved in the measuring device, are transmitted to the asset management software and visualized. Verification results Details for the verification results are displayed in the "Data area". The data area is split into three tabs: "Results": Status, test group and detailed results including limit values "Data graphic": Visualization of results as a trend curve "Description": Additional descriptions and information entered by the user Saving to an archive file Saving the data to an archive after upload Endress+Hauser 39

40 Mode of operation Proline Promag 400 HART 8 Sample graphic A Click the icons or. A file with the extension ".EHV" is generated. This file is used to archive the data. It can be read and interpreted by every asset management system with an installed Flow Verification DTM and is therefore also suitable for analysis by a third party (e.g. Endress+Hauser service organization). Opening the archive file Open archive files already available Click the icon. The archive data are uploaded to the Flow Verification DTM. Configuring visualization and trending The verification data can be visualized in the "Data graphic" tab in the data area. The data saved in the archive are visualized as a graph over time. For this purpose, any of the data available can be selected. 40 Endress+Hauser

41 Proline Promag 400 HART Mode of operation Selecting the measured variables 9 Sample graphic A Select the measured variables using the list displayed. Visualizing a graph 10 Sample graphic A Assign properties for visualization of the graph. Endress+Hauser 41

42 Mode of operation Proline Promag 400 HART Configuring the Y-axis 11 Sample graphic A Assign the measured variables of the Y-axis. Update template or create new template 12 Sample graphic A Add a selected parameter configuration to the template or save under a new template name. 42 Endress+Hauser

43 Proline Promag 400 HART Mode of operation Showing the visualization trend 13 Sample graphic A Display the template. The template shows the data in chronological order. The data points are referenced by the verification ID (X-axis), the Y-axis displays the parameters defined in the configuration. Creating a verification report 1. Click the icon. 2. Select the data set. A verification report is generated. 8.4 Modules Self-monitoring of the measuring device using Heartbeat Technology comprises the measuring chain from the sensor to the outputs. The table below lists the individual modules (test groups) and possible and recognized causes of errors. Sensor module Sensor module/test group Sensor Test and recognized causes of errors Electrical testing of excitation system Testing of coil current with regard to leak current Testing of symmetry of coil current shot times and their required voltages for both field polarities Establishing an external magnetic field Impermissible leak current caused by moisture inside the sensor Endress+Hauser 43