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Home » Control Valve Positioners
Control Valves
Control Valve Positioners
The reason why a pneumatic control valve’s stem position corresponds
linearly to the amount of air pressure applied to the actuator is because
mechanical springs tend to follow Hooke’s Law, where the amount of spring
motion (x) is directly proportional to applied force (F = kx).
A pneumatic actuator applies force as a function of air pressure and
piston/diaphragm area (F = PA), and the spring in turn compresses or
stretches to generate an equal and opposite reaction force. The end-result is
that actuator pressure linearly translates into valve stem motion (x = PA/k ).
This linear and repeatable relationship between pneumatic signal pressure
and valve stem position holds true if and only if the actuating
diaphragm/piston and spring are the sole forces at work on the valve stem. If
any other force acts upon this mechanism, the relationship between signal
pressure and valve stem position will no longer be ideal.
Unfortunately, there exist many other forces acting on a valve stem besides
the actuator force and the spring’s reaction force.
Friction from the stem packing is one such force, and reaction force at the
valve plug caused by differential pressure across the plug’s area is another
(Note 1). These forces conspire to re-position the valve stem so stem travel
does not precisely correlate to actuating fluid pressure.
Note 1 : One way to minimize dynamic forces on a globe valve plug is to use a
double-ported plug design, or to use a balanced plug on a cage-guided globe
valve. A disadvantage to both these valve plug designs, though, is greater
difficulty achieving tight shut-off.
A common solution to this dilemma is to add a positioner to the control valve
assembly.
Control Valve Positioners
A positioner is a motion-control device designed to actively compare stem
position against the control signal, adjusting pressure to the actuator
diaphragm or piston until the correct stem position is reached:
Positioners essentially act as control systems within themselves (Note 2 ): the
valve’s stem position is the process variable (PV), the command signal to the
positioner is the setpoint (SP), and the positioner’s signal to the valve actuator
is the manipulated variable (MV) or output.
Thus, when a process controller sends a command signal to a valve equipped
with a positioner, the positioner receives that command signal and applies as
much or as little air pressure to the actuator as needed in order to achieve that
desired stem position.
Thus, the positioner will “fight” against any other forces acting on the valve
stem to achieve crisp and accurate stem positioning according to the
command signal. A properly functioning positioner ensures the control valve
will be “well-behaved” and obedient to the command signal.
Note 2 : The technical term for this type of control system is cascade, where
one controller’s output becomes the setpoint for a different controller.
In the case of a valve positioner, the positioner receives a valve stem position
setpoint from the main process controller. We could say that the main process
controller in this case is the primary or master controller, while the valve
positioner is the secondary or slave controller.
The following photograph shows a Fisher model 3582 pneumatic positioner
mounted to a control valve. The positioner is the grey-colored box with three
pressure gauges on its right-hand side:
On the left-hand side of this positioner may be seen part of the feedback
mechanism: a metal bracket bolted to the valve stem connector, linking to an
arm coming out of the positioner’s side.
Every control valve positioner must be equipped with some means to sense
the position of the valve’s stem, otherwise the positioner could not compare
the valve stem’s position against the command signal.
Also Read : SMART Control Valve Positioner Principle
A more modern positioner appears in the next photograph, the Fisher
DVC6000 (again, the grey-colored box with pressure gauges on its right-hand
side):
Like the older model 3582 positioner, this DVC6000 model uses a feedback
linkage on the left-hand side to sense the valve stem’s position. The even
newer model DVC6200 uses a magnetic Hall Effect sensor to sense the
position of a magnet bolted to the valve stem.
This non-mechanical position feedback design eliminates backlash, wear,
interference, and other potential problems associated with mechanical links.
Better feedback is essential to better valve positioning.
Control valve positioners are typically constructed in such a way to source and
vent high air flow rates, such that the positioner also fulfills the functionality of
a volume booster (Note 3).
Thus, a positioner not only ensures more precise valve stem positioning, but
also faster stem velocity (and shorter time delays) than if the valve actuator
were directly “powered” by an I/P transducer.
Note 3 : This is not to say valve positioners have no need for external volume
boosters, just that the actuating air flow capacity of a typical positioner greatly
exceeds the air flow capacity of a typical I/P transducer.
Another advantage of adding a positioner to a pneumatically actuated control
valve is superior valve seating (tight shutoff). This benefit is not obvious at first
inspection, and so some explanation is in order.
First, one must understand that mere contact between the plug and seat
within a sliding-stem valve is not enough to ensure tight shut-off. Rather, the
plug must be forcefully pressed down onto the seat in order to fully shut off all
flow through the valve.
Anyone who has ever tightened the handle on a leaking hose bib (garden
spigot) intuitively understands this principle: a certain amount of contact force
between the plug and the seat is necessary in order to slightly deform and
thereby mold those two components to a perfect fluid-tight fit. The technical
term for this mechanical requirement is seat load.
Imagine if you will a diaphragm-actuated, sliding-stem, air-to-open control
valve with a bench set range of 3 to 15 PSI.
At an applied actuator pressure of 3 PSI, the diaphragm generates just
enough force to exactly overcome the actuator spring’s pre-load force, but not
enough force to actually move the plug off the seat.
In other words, at 3 PSI diaphragm pressure, the plug is touching the seat but
with little or no force to provide a tight shut-off seal.
If this control valve is directly powered by an I/P transducer with a 3-15 PSI
calibrated range, it means the valve will be barely shut at a 0% signal value (3
PSI) rather than tightly shut off.
In order to fully force the valve plug against the valve seat to achieve a tight
seal, all air pressure would have to be vented from the diaphragm to ensure
no diaphragm force opposing the spring. This is impossible with an I/P having
a calibrated range of 3-15 PSI.
Also Read : Pneumatic Control Valve Positioner Principle
Now imagine that exact same valve equipped with a positioner, taking the 3-
15 PSI signal from the I/P and using it as a command (setpoint) for valve stem
position, applying as much or as little pressure to the diaphragm as necessary
to achieve the desired stem position.
Proper positioner calibration is such that the valve stem does not begin to lift
until the signal has risen slightly above 0%, which means at 0% (4 mA) the
positioner will be trying to force the valve to a slightly negative stem position.
In attempting to achieve this impossible demand, the positioner’s output will
saturate low, applying no pressure whatsoever to the actuating diaphragm,
resulting in full spring force applied by the plug against the seat.
A comparison of the two scenarios is shown here:
While positioners are beneficial on spring-equipped valve actuators, they are
absolutely essential for some other styles of actuators.
Consider the following double-acting pneumatic piston actuator which has no
spring:
Without a spring providing a restraining force to return the valve to a “fail-safe”
position, there exists no Hooke’s Law relationship between applied air
pressure and stem position. A positioner must alternately apply air pressure to
both surfaces of the piston to raise and lower the valve stem.
Electric control valve actuators are another class of actuator design absolutely
requiring some form of positioner system, because an electric motor is not
“aware” of its own shaft position in order that it may precisely move a control
valve.
Thus, a positioner circuit using a potentiometer or LVDT/RVDT sensor to
detect valve stem position and a set of transistor outputs to drive the motor is
necessary to make an electric actuator responsive to an analog control signal.
Also Read : Functional Testing of Control Valve Positioners
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