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SD01904O/06/EN/01.16 Heartbeat Technology Application Package Manual MANUAL Special Documentation Proline Promass

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Page 1: Proline Promass 100 - info.smithmeter.cominfo.smithmeter.com/literature/docs/SD01904OEN_0116.pdf · Proline Promass Product features and availability 7 2.2 Availability (product list

SD01904O/06/EN/01.16

Heartbeat Technology Application Package Manual

MANUAL

Special Documentation

Proline Promass

Page 2: Proline Promass 100 - info.smithmeter.cominfo.smithmeter.com/literature/docs/SD01904OEN_0116.pdf · Proline Promass Product features and availability 7 2.2 Availability (product list

Important

All information and technical specifications in this documentation have been carefully checked and compiled by the author. However, we cannot completely exclude the possibility of errors. TechnipFMC is always grateful to be informed of any errors. Contact us on the website.

Smith Meter® is a registered trademark of TechnipFMC.

Technical Support

Contact Information: Field Service Response Center 24/7 Technical Support/Schedule a Technician: 1-844-798-3819 System Installation Supervision, Start-Up, and Commissioning Services Available

Customer Support

Contact Information: Customer Service TechnipFMC1602 Wagner Avenue Erie, Pennsylvania 16510 USA P: +1 814 898-5000 F: +1 814 899-8927 [email protected] TechnipFMC.com

Literature Library:http://fmctechnologies.com/en/MeasurementSolutions/OnlineServices.aspx

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Proline Promass Table of contents

3

Table of contents

1 Document information . . . . . . . . . . . . . . 41.1 Document function . . . . . . . . . . . . . . . . . . . . . 41.2 Using this document . . . . . . . . . . . . . . . . . . . . 41.3 Symbols used . . . . . . . . . . . . . . . . . . . . . . . . . . 41.4 Documentation . . . . . . . . . . . . . . . . . . . . . . . . 5

2 Product features and availability . . . . . 62.1 Product features . . . . . . . . . . . . . . . . . . . . . . . 62.2 Availability (product list and order option) . . . . 7

3 Product description . . . . . . . . . . . . . . . . . 83.1 Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83.2 Detailed product description . . . . . . . . . . . . . . . 8

4 System integration . . . . . . . . . . . . . . . . 114.1 Automated data exchange . . . . . . . . . . . . . . . 114.2 Data exchange performed by the user (asset

management system) . . . . . . . . . . . . . . . . . . 13

5 Commissioning . . . . . . . . . . . . . . . . . . . . 145.1 Availability . . . . . . . . . . . . . . . . . . . . . . . . . . 145.2 Heartbeat Diagnostics . . . . . . . . . . . . . . . . . . 155.3 Heartbeat Monitoring . . . . . . . . . . . . . . . . . . 155.4 Heartbeat Verification . . . . . . . . . . . . . . . . . . 16

6 Operation . . . . . . . . . . . . . . . . . . . . . . . . . 176.1 Heartbeat Diagnostics . . . . . . . . . . . . . . . . . . 176.2 Heartbeat Monitoring . . . . . . . . . . . . . . . . . . 176.3 Heartbeat Verification . . . . . . . . . . . . . . . . . . 17

7 Function . . . . . . . . . . . . . . . . . . . . . . . . . . 257.1 Calibration and self-monitoring using

Heartbeat Technology . . . . . . . . . . . . . . . . . . 257.2 Heartbeat Technology - integration . . . . . . . . 257.3 Heartbeat Verification – data management . . . 267.4 Modules . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

8 Use cases and applications (andinterpretation of results) . . . . . . . . . . 34

8.1 Diagnostics . . . . . . . . . . . . . . . . . . . . . . . . . . 348.2 Condition Monitoring . . . . . . . . . . . . . . . . . . 348.3 Heartbeat Monitoring – introduction . . . . . . . 348.4 Heartbeat Verification . . . . . . . . . . . . . . . . . . 42

9 Glossary and terminology . . . . . . . . . . 44

10 Registered trademarks . . . . . . . . . . . . . 46

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Document information Proline Promass

4

1 Document information

1.1 Document functionThe document is part of the Operating Instructions and serves as a reference forapplication-specific parameters, providing a detailed explanation of each individualparameter of the operating menu.

1.2 Using this document

1.2.1 Information on the document structureFor the alignment of parameters with short descriptions according to the Display/Operation, Setup, Diagnostics menu structure, Operating Instructions manual for thedevice.

For information about the operating philosophy, see the "Operating philosophy"chapter in the device's Operating Instructions

1.3 Symbols used

1.3.1 Symbols for certain types of information

Symbol Meaning

A0011193

TipIndicates additional information.

A0011194

Reference to documentationRefers to the corresponding device documentation.

A0011195

Reference to pageRefers to the corresponding page number.

A0011196

Reference to graphicRefers to the corresponding graphic number and page number.

A0013140

Operation via local displayIndicates navigation to the parameter via the local display.

A0013143

Operation via operating toolIndicates navigation to the parameter via the operating tool.

A0013144

Write-protected parameterIndicates a parameter that can be locked against changes by entering a user-specific code.

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Proline Promass Document information

5

1.3.2 Symbols in graphics

Symbol Meaning

1, 2, 3 ... Item numbers

A, B, C, ... Views

A-A, B-B, C-C, ... Sections

1.4 DocumentationThis manual is a Special Documentation; it does not replace the Operating Instructionsincluded in the scope of supply.

For detailed information, refer to the Operating Instructions and other documentation onthe CD-ROM provided or visit "www.endress.com/deviceviewer".

The Special Documentation is an integral part of the following Operating Instructions:

Sensor HART EtherNet/IP Modbus RS485

A BA01187D BA01182D BA01179D

C BA01188D BA01183D BA01178D

E BA01312O BA01660O BA01658O

F BA01657O BA01661O BA01659O

H BA01189D BA01184D BA01177D

I BA01190D BA01066D BA01058D

O BA01191D BA01185D BA01180D

P BA01192D BA01067D BA01059D

S BA01193D BA01068D BA01060D

X BA01194D BA01186D BA01181D

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: www.endress.com →

Download

1.4.1 Content and scopeThis Special Documentation contains a description of the additional parameters andtechnical data that are available with the Heartbeat Technology application package. Allother parameters that are not relevant for Heartbeat Technology are described in theOperating Instructions.

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Product features and availability Proline Promass

6

2 Product features and availability

2.1 Product featuresProline flowmeters with Heartbeat Technology offer diagnostic functions throughcontinuous self-monitoring (Heartbeat Diagnostics), the transmission of additionalmeasured variables to an external Condition Monitoring system (Heartbeat Monitoring)and the in-situ verification of flowmeters in the application (Heartbeat Verification).

Heartbeat Diagnostics

Heartbeat Verification

Pass/Fail· ......................· ......................· ......................· ......................

· ......................

Heartbeat Monitoring

Heartbeat TechnologyTM

A0020035

1 Heartbeat Technology: Overview of modules and associated functions

Heartbeat Diagnostics is a basic function of all the Proline measuring devices. TheHeartbeat Monitoring and Heartbeat Verification modules are optional → 7.

2.1.1 Heartbeat DiagnosticsThe Heartbeat Diagnostics function provides information on the device status and isrepresented in the form of status signals (device diagnostics). Heartbeat Diagnostics is abasic function of all the Proline measuring devices.

For more information on diagnostics, see the "Diagnostics and troubleshooting" section ofthe Operating Instructions.

2.1.2 Heartbeat MonitoringMonitoring-specific measured values are continuously output to be monitored in anexternal Condition Monitoring system. The measured values are transmitted to aCondition Monitoring system via the outputs provided on the measuring device.

2.1.3 Heartbeat VerificationThe functionality of the device is checked on demand. The results of the check are saved asa data set in the measuring device and documented in the form of a verification report.

It is recommended to use the Heartbeat Verification function for the first timedirectly as part of the commissioning routine → 14.

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Proline Promass Product features and availability

7

2.2 Availability (product list and order option)Heartbeat Technology is available for all Proline measuring principles. This enables the useof the function for the entire installed base of Proline flowmeters.

List of Proline Promass products currently available:• Proline Promass 100 HART• Proline Promass 100 EtherNet/IP• Proline Promass 100 Modbus RS485

Please contact your Endress+Hauser sales organization for further information.

Order optionHeartbeat Diagnostics is a basic function of all the Proline measuring devices.The Heartbeat Monitoring and Heartbeat Verification modules are optional and areindicated as order options in the product price list.Order code for "Application Package", option EB "Heartbeat Verification + Monitoring"

If this order option is selected, the functionalities for Heartbeat Monitoring andHeartbeat Verification are already available in the device on leaving the factory. It is alsopossible to upgrade to this function during the life cycle of the measuring device.

Heartbeat Technology is compatible with all the system integration options. Interfaceswith digital communication are required to access the data saved in the measuringdevice. The speed of data transmission depends on the type of communicationinterface used.

Please contact your Endress+Hauser service or sales organization for furtherinformation regarding product availability and upgrades to existing measuringdevices.

For information on how to enable the function → 14.

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Product description Proline Promass

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3 Product description

3.1 OverviewThe "Heartbeat Verification + Monitoring" application package can be used to verify thefunctionality of the device in the application (Heartbeat Verification); the measuringdevice can also be used to output additional measured variables to an external ConditionMonitoring system (Heartbeat Monitoring).

This Special Documentation complements the Operating Instructions and describes theadditional functions that are available when the "Heartbeat Verification + Monitoring"option is ordered. The Special Documentation is an integral part of the OperatingInstructions.

Proline measuring devices with Heartbeat Technology have an integrated self-monitoringsystem that monitors the entire measuring chain from the sensor to the outputs. Thisintegrated self-monitoring system supplies additional information (measured variables)for the direct assessment of the state of the measuring device, and information on processinfluences that affect the measuring function and performance.

The information gathered during self-monitoring is made available by the HeartbeatDiagnostics, Heartbeat Monitoring and Heartbeat Verification functions in a variety ofways → 1, 6:

• The Heartbeat Diagnostics function supplies continuous information about the state ofthe measuring device. It is represented in the form of status signals (device diagnostics).

• With Heartbeat Monitoring it is possible to output additional monitoring-specificmeasured values for monitoring in an external Condition Monitoring system duringcontinuous operation. The measured values are transmitted to a Condition Monitoringsystem via the outputs provided on the measuring device.

• The flowmeter is verified on demand with the Heartbeat Verification function. Theresults of the check are documented as a data set in the measuring device and in theform of a verification report. The result of the verification is a statement on thecondition of the device: Pass or Fail.

3.2 Detailed product description

3.2.1 Heartbeat DiagnosticsPurposeWith the Heartbeat Diagnostics function, information on the status of the measuringdevice is generated on the basis of continuous self-monitoring and represented in the formof status signals (device diagnostics). The diagnostic data are classified and containinformation about the cause of the error and remedial measures.

AimContinuously output status signals via the operating interfaces and to the higher-levelsystem (system integration).

Advantages• Continuous monitoring and integration with the higher-level system ensure that

information on the condition of the measuring device is available in real time andprocessed in time.

• Remedy information is provided for every diagnostic event to ensure that problems canbe rectified quickly.

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Proline Promass Product description

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Customer and industry requirementsThe status signals are classified in accordance with VDI/VDE 2650 and NAMURRecommendation NE 107.

For more information on diagnostics, see the "Diagnostics and troubleshooting" section ofthe Operating Instructions.

3.2.2 Heartbeat MonitoringPurposeCondition Monitoring is defined as the continuous monitoring of flowmeter measuredvariables in an external system. This is different from the continuous self-monitoringperformed by the device, which forms the basis for device diagnostics. On the basis ofcontinuous self-monitoring, Heartbeat Monitoring makes additional monitoring-specificmeasured values available. A range of measured variables that relate to the measuringperformance of the flowmeter is provided.The analysis of these continuous measured variables in a Condition Monitoring systemmakes it possible to assess these measured variables from the perspective of theapplication. Device diagnostics assesses measured variables with regard to the condition ofthe measuring device (system integrity, operation outside of manufacturer's specifications)and with regard to any restrictions or interruptions in the measuring function due tounsuitable process conditions. The purpose of Heartbeat Monitoring, on the other hand,is to use additional measured variables in the context of the application. Therefore themeasured variables are interpreted in the Condition Monitoring system as opposed tointerpretation by the flowmeter. The flowmeter only serves to supply the information.

AimTo monitor the application, relevant monitoring-specific measured values are transmittedto a Condition Monitoring system via the outputs provided on the measuring device. Themonitoring-specific measured values are assessed in the Condition Monitoring system andused to control measures in the area of maintenance (such as cleaning) or processoptimization. Ideally these measures can be implemented before the process safety orproduct quality of the application is affected.The target applications for Promass Condition Monitoring are as follows:– Formation of coating/buildup in the sensor (fouling)– Corrosive or abrasive fluids– Multi-phase fluids (gas content in liquid fluids)– Wet gases– Applications in which the sensor is exposed to a programmed amount of wear

Advantages• Measured variables preprocessed in the measuring device are made available for easy

integration into the Condition Monitoring system.• 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 facility availability calls for minimum unscheduled downtime and short repair

turnaround times – proactive, forward planning is a prerequisite for this.

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Product description Proline Promass

10

3.2.3 Heartbeat VerificationPurposeHeartbeat Verification uses the self-monitoring function of the Proline flowmeters tocheck the measuring device functionality. Verification is performed on demand. During theverification process, the system checks whether the measuring device components complywith the factory specifications. Both the sensor and the electronic modules are included inthe tests. The results of the check are saved as a data set in the measuring device anddocumented in the form of a verification report, if required. The request for verificationcan come from a higher-level system via the system integration interface. The overallresult of the device function test (Pass/Fail) can also be relayed to this higher-levelsystem. The result of the verification is a statement on the condition of the measuringdevice: Pass or Fail. Data interpretation by the user is not required.

AimTo confirm the consistent quality of the measurement in the life cycle of the product byperiodically checking the measuring device functionality. Creation of traceabledocumentation of the condition of the measuring device in the life cycle of the products.

Advantages• The functionality is integrated in the measuring device and therefore available via all the

operating and system integration interfaces. No onsite presence is required to use thefunction, 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 qualitymeasures to a third party.

• The use of the Heartbeat Verification function as a method to test Proline measuringdevices in the application means it can replace other maintenance tasks (periodic check,repeat calibration) or be used to extend the testing intervals.

Customer and industry requirements• Compliance with ISO 9001 (measuring points relevant to quality)• Proof testing as part of functional safety (SIL)• Testing of measuring points as regards energy monitoring, utilities and greenhouse gas

emissions• Testing of measuring points as regards billing

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Proline Promass System integration

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4 System integrationFor basic information on system integration, see the "System integration" section of theOperating Instructions.

The Heartbeat Technology functions are available via the digital interfaces. Thefunctionalities can be used via an asset management system and the automationinfrastructure (e.g. PLC).

A0020248

Here, data exchange can be either automated or performed by a user.

4.1 Automated data exchange

Heartbeat Diagnostics Heartbeat Monitoring Heartbeat Verification

• Analyze field devicediagnostics

• Diagnostic events forintegration with the PLC

• Continuous trend analysis• Additional monitoring of measured

variables for processing in aCondition Monitoring system

• Instrument check via self-monitoring

• Start verification and uploadverification results

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System integration Proline Promass

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4.1.1 Automated data exchange: Heartbeat MonitoringThe following procedure describes the work flow that is principally involved in theautomated handling of the Heartbeat Monitoring function, and the use of data forCondition Monitoring:• The host application configures the cyclic services of the field device for Heartbeat

Monitoring• The field device communicates PVs (process variables) from Heartbeat Monitoring• The host application evaluates the Heartbeat Monitoring PVs (e.g. trends, limit value

monitoring)• The host application initiates application-specific standard operating procedures (e.g. a

"Maintenance Required" alarm is signaled or maintenance instructions are triggered)

The fieldbus-specific implementation (Modbus RS485, EtherNet/IP, HART, PROFIBUSDP) is described in the Operating Instructions under "Technical data", section "17.4Output".

4.1.2 Automated data exchange: Heartbeat VerificationThe self-monitoring function integrated in the measuring device can by activated by acontrol system and the results can be checked. The following procedure must beimplemented for this purpose:

Performing verification

Start

Check StatusPerforming verification

Status is "Ready"

Check ResultVerification results

Status is not "Ready"

Application specificstandard operating procedure

Device behavior as expected

Result is "Passed" Result is not "Passed"

A0020258-EN

• Verification performance:The verification is started using the "Start verification" parameter.

• Verification status:On completion of the verification, the value of the "Status" parameter changes to Ready.

• Verification result:The overall result of the verification is indicated in the "Result" parameter. Different,application-specific measures must be performed by the system depending on the result,e.g. a "Maintenance Required" alarm is triggered if Passed is not displayed as the result.

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Proline Promass System integration

13

4.2 Data exchange performed by the user (assetmanagement system)

Heartbeat Diagnostics Heartbeat Monitoring Heartbeat Verification

• Identify remedial measures• Information about cause of failure and

remedial measures are provided in theasset management system

Configuration of themonitoring system

• Instrument verification via self-monitoring

• Start verificationUpload, archive and documentverification results including detailedresults

Data exchange performed by the user is described in the "Commissioning" → 14,"Operation" → 17 and "Heartbeat Technology – integration" → 25 sections.

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Commissioning Proline Promass

14

5 Commissioning

5.1 AvailabilityIf the optional package for Heartbeat Monitoring and Heartbeat Verification wasordered for the flowmeter from the factory, the function is already available when themeasuring device is delivered to the customer. The function is accessed via the operatinginterfaces of the measuring device, via the Web server or Endress+Hauser's FieldCare assetmanagement software. No particular measures are required to put the function intooperation.

Ways to check function availability in the measuring device:• Using the serial number:

W@M Device viewer 1) → Order code option EB "Heartbeat Verification + Monitoring"• In the operating menu:

Check whether the function is indicated in the operating menu: Diagnostics → HeartbeatIf the "Heartbeat" option is available the function is activated.

If the function cannot be accessed in the measuring device, the optional package was notselected. It is then possible to upgrade to this function during the life cycle of themeasuring device. On most flowmeters it is possible to activate the function withouthaving to upgrade the firmware.

5.1.1 Activation without firmware upgradeYou require a conversion kit from Endress+Hauser to enable the function withoutupgrading the firmware. Among other things, this kit contains an activation code whichmust be entered via the operating menu to activate the "Heartbeat Verification +Monitoring" function.

The activation function is available under "Setup → Advanced setup → Enter access code".

Once activated, the Heartbeat Monitoring and Heartbeat Verification modules arepermanently available in the measuring device.

Activation without firmware upgrade is possible as of the following firmware versions:• Modbus: 01.02.zz• EtherNet/IP: 01.01.zz• HART: 01.00.zz• PROFIBUS DP: 01.00.zz

5.1.2 Firmware upgrade before activationIf you have a measuring device that requires a firmware upgrade before the function canbe activated, please contact your Endress+Hauser service organization.

This function requires service-level access to the device.

A firmware upgrade is required for measuring devices with earlier firmware versions (see"5.1.1 Activation without firmware upgrade"). In addition the reference condition of thesensor must be recorded and selected during commissioning.

Please contact your Endress+Hauser service or sales organization for furtherinformation regarding product availability and upgrades to existing measuringdevices.

1) www.endress.com/deviceviewer

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Proline Promass Commissioning

15

5.2 Heartbeat DiagnosticsThe diagnostics functions are part of the basic features of Proline flowmeters: See the"Diagnostics and troubleshooting" section of the Operating Instructions.

5.3 Heartbeat MonitoringHeartbeat Monitoring is put into operation by activating the monitoring function andassigning the measured variables, which are relevant for monitoring from the point ofview of the application, to the outputs on the measuring device. Once commissioning iscompleted, the selected monitoring-specific measured variables are continuously availableat the outputs.

Activating/deactivating the monitoring functionThe transmission of monitoring-specific measured variables is switched on or off in theoperating menu:→ 17

5.3.1 Parameter selection: OutputsThe monitoring-specific parameters listed below can be assigned to the outputs forcontinuous transmission to a Condition Monitoring system:

Parameter Description Value range

Oscillation damping 0 Mechanical damping of the measuringtubes/tube in A/m

0 to 3.0 · 10+38

Oscillation damping 1(Promass I only)

Mechanical damping of the measuring tubetorsion mode in A/m

0 to 3.0 · 10+38

Sensor integrity (Promass Ionly)

Relative change of the entire sensor, withall its electrical, mechanical andelectromechanical componentsincorporated in the sensor housing(including the measuring tube,electrodynamic pick-ups, excitation system,cables etc.), in % of the reference value.

±4 %

For information on using the parameters and interpreting the measurement results→ 34.

5.3.2 Particularities of Proline Promass IIn Proline Promass I devices, the "Sensor integrity" measured variable is continuouslyavailable as a monitoring parameter, while in the other Promass sensors it is only availableon demand as part of the Heartbeat Verification function.

Any deviation in the "Sensor integrity" parameter indicates a change in the sensor orindividual components of the sensor (measuring tube, electrodynamic pick-ups, excitationsystem, cables etc.), which results in a higher measured error/greater measuringuncertainty in flow and density measurement. This can be caused by excessive mechanicalor thermal strain on the sensor, increased wear (e.g. corrosion, abrasion) or the formationof coating/buildup in the measuring tube.

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Commissioning Proline Promass

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5.4 Heartbeat VerificationIt is not necessary to commission the Heartbeat Verification function. The configuration(factory reference) required as part of the Heartbeat Verification is recorded during thecalibration at the factory and is permanently stored in the measuring device. Whenverifying in the application, the current situation of the measuring device is comparedagainst this factory reference.

It is advisable to perform an initial verification when commissioning the measuringdevice or directly after activating the Heartbeat Verification function and to save theresults as the initial situation in the life cycle of the measuring device → 17.

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Proline Promass Operation

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6 Operation

6.1 Heartbeat DiagnosticsThe diagnostics functions are part of the basic features of Proline flowmeters.

For more information on diagnostics, see the "Diagnostics and troubleshooting" section ofthe Operating Instructions.

6.2 Heartbeat MonitoringActivating/deactivating the monitoring functionOnce the device has been commissioned successfully, the continuous transmission ofmonitoring-specific measured variables to the outputs is switched on or off in theoperating menu:• "Setup → Advanced setup → Heartbeat setup → Heartbeat monitoring"• "Expert → Diagnostics → Heartbeat → Heartbeat monitoring"

6.3 Heartbeat Verification

6.3.1 Initial verificationIt is advisable to perform an initial verification when commissioning the measuring deviceand to save the results as the initial situation in the life cycle of the measuring device.

6.3.2 Product featuresFor basic information on the product features of Heartbeat Verification → 8. Refer tothis section of the manual before continuing device operation.

6.3.3 Operation – performing a verificationVerification is performed on demand and started in the operating menu or via theVerification-DTM.

Access via the operating menu and Web server:• "Diagnostics → Heartbeat → Performing verification"• "Expert → Diagnostics → Heartbeat → Performing verification"

Access via FieldCare DTM:"Heartbeat → Performing verification"

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Operation Proline Promass

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Parameters for "Performing verification/Start"

Parameter Description Selection/User entry Default setting

Year Entry for date and time (field 1):year verification is performed

9 to 99 10

Month Entry for date and time (field 2):month verification is performed

• January• February• March• April• May• June• July• August• September• October• November• December

January

Day Entry for date and time (field 3): dayverification is performed

• 1 to 28• 29• 30• 31

1

Hour Entry for date and time (field 4): hourverification is performed

• 1 to 11• 1 to 23

12

AM/PM Entry for date and time (field 5): morningor afternoon

• AM• PM

AM

Minute Entry for date and time (field 6): minuteverification is performed

0 to 59 0

Start verification Start the verification • Cancel• Start

Cancel

Progress The progress is displayed 0 to 100 % 0

Status Verification status

• Ready: The last verification is finishedand the device is ready for the nextverification

• Busy: The verification is running• Failed: A precondition for performing

the verification is not met. Theverification cannot be started (e.g. due tounstable process parameters)

• Check not done: A verification has neverbeen performed on this measuringdevice

• Ready• Busy• Failed• Check not done

Ready

The entry for the date and time is saved in addition to the current operating time andthe results of the verification and also appears in the verification report.

6.3.4 Verification resultsThe results of the verification can be called up via the operating menu or via the FieldCareVerification-DTM.

Access via the operating menu and Web server:• "Diagnostics → Heartbeat → Verification results"• "Expert → Diagnostics → Heartbeat → Verification results"

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Proline Promass Operation

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Access via FieldCare DTM:"Heartbeat → Verification results"

Parameters for "Verification results"

Parameter Description Selection/User entry Default setting

Date/time Entry for date and time inreal time

User entry 0

Verification ID Consecutive numbering ofthe verification results inthe measuring device

0 to 65535 0

Operating time Operating time of themeasuring device at thetime of verification

– –

Overall result Overall result of theverification

• Failed• Not used• Passed• Check not done

Check not done

Sensor Result for sensor testgroup

• Failed• Not used• Passed• Check not done

Check not done

Sensor integrity Result for sensor integritytest group

• Failed• Not used• Passed• Check not done

Check not done

Sensor electronic module Result for sensorelectronic module testgroup

• Failed• Not used• Passed• Check not done

Check not done

I/O module Result for I/O module testgroup

• Failed• Not used• Passed• Check not done

Check not done

Classification of results• Failed: At least one individual test in the test group was outside the specifications• Passed: All the individual tests in the test group complied with the specifications• Check not done: A test has not been performed for this test group

Test groups• Sensor: Electrical components of the sensor (signals, circuits and cables)• Sensor integrity: Electrical, electromechanical and mechanical components of the sensor,

including the measuring tube• Sensor electronic module: Electronic module for exciting the sensor and converting the

sensor signals• I/O electronic module: Results of all the input and output modules installed on the

measuring device

For more information on the test groups and individual tests → 20.

InterpretationThe results for a test group (e.g. sensor) contain the result of several individual tests. Allthe individual tests must be passed for the test group to pass. The same applies for theoverall result: All the test groups must pass for the overall result to be "passed".

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Operation Proline Promass

20

Information on the individual tests is provided in the verification report and in the detailedverification results which can be accessed via the Verification-DTM.

6.3.5 Detailed verification resultsThe detailed verification results and process conditions at the time of the verification canbe accessed via the FieldCare Verification-DTM.

• Verification results: "VerificationDetailedResults → VerificationSensorResults"• Process conditions: "VerificationDetailedResults → VerificationActualProcessConditions"

The detailed verification results listed below provide information on the results of theindividual tests within a test group.

Parameters for "Detailed verification results"

Parameter/individual test Description Value range

Test group "Sensor"

Inlet sensor coil Condition of the inlet sensor coil:Intact/not intact (short-circuit/interruption)

No value range, pass/fail

Outlet sensor coil Condition of the outlet sensor coil:Intact/not intact (short-circuit/interruption)

No value range, pass/fail

Measuring tube temperature sensor Condition of the measuring tubetemperature sensor: Intact/notintact (short-circuit/interruption)

No value range, pass/fail

Carrier tube temperature sensor Condition of the carrier tubetemperature sensor: Intact/notintact (short-circuit/interruption)

No value range, pass/fail

Sensor coil symmetry Monitoring of the signal amplitudebetween the inlet and outlet sensor

No value range, pass/fail

Lateral mode frequency Monitoring of the oscillationfrequency of the measuring tube/tubes

Depends on the sensor type, versionand nominal diameter

Frequency torsion mode (Promass Ionly)

Monitoring of the oscillationfrequency of the measuring tubetorsion mode

Depends on the sensor type, versionand nominal diameter

Test group "Sensor integrity"

Sensor integrity Monitoring of the relative changeof the entire sensor, with all itselectrical, mechanical andelectromechanical componentsincorporated in the sensor housing(including the measuring tube,electrodynamic pick-ups, excitationsystem, cables etc.), in % of thereference value.

±4 %

Sensor integrity deviation Relative change of the entiresensor, with all its electrical,mechanical and electromechanicalcomponents incorporated in thesensor housing (including themeasuring tube, electrodynamicpick-ups, excitation system, cablesetc.), in % of the reference value.

±4 %

Test group "Sensor electronic module"

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Proline Promass Operation

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Parameter/individual test Description Value range

Zero point monitoring Monitoring of the zero point forflow measurement

±500

Reference clock Monitoring of the reference clockfor flow measurement

±100 ppm

Reference temperature Temperature measurementmonitoring

±10 Ω (defined as a resistancevalue, not as a temperature value)

Test group "I/O module"

I/O module I/O module monitoringFor current output: Accuracy of thecurrent

±1 %±100 µA

Furthermore, the current process conditions at the time of verification are recorded,thereby improving the comparability of the results.

Process conditions

Process conditions Description, value range

Mass flow verification value Current measured value for mass flow

Density verification value Current measured value for density

Damping verification value Current measured value for measuring tube damping

Process temperature verificationvalue

Current measured value for process temperature (temperature in thesensor)

Electronic temperature Current measured value for the electronic temperature in thetransmitter

6.3.6 Verification reportThe results of the verification can be documented in the form of a verification report usinga Web server or the FieldCare asset management software. The verification report iscreated on the basis of the data set saved in the measuring device after verification. As theverification results are automatically and uniquely identified with the verification ID andthe operating time, they are suitable for the traceable documentation of the verification offlowmeters.

Creating the verification report→ 26

Content of the verification reportThe verification report is a two-page report. The first page contains information to identifythe measuring point and the verification result and confirms that verification has beenperformed.• 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 measuringdevice and included in the verification report.

• Calibration: Information on the calibration factor and zero point setting for the sensor.The sensor complies with the measuring specifications for flow and density if thesevalues match the last calibration.

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Operation Proline Promass

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• Verification information: The operating time and verification ID are used to uniquelyassign the verification results for the traceable documentation of the verification. Themanual entry for the date and time is saved in addition to the current operating time inthe measuring device and also appears in the verification report.

• Verification results: Overall result of the verification. The verification is only passed if allthe test groups pass. The results for the test groups are indicated on the second page ofthe report.

• Validity – Disclaimer: As a prerequisite for the validity of the verification report, theHeartbeat Verification function must be activated on the measuring device concernedand must have been performed by an operator tasked to carry out this job by thecustomer. Alternatively, an Endress+Hauser service technician or a service providerauthorized by Endress+Hauser can be tasked with performing the verification.

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Proline Promass Operation

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A0020249-EN

The second page of the verification report lists the individual test groups and the individualtest group results. For information on the meaning of the individual test groups and adescription of the individual tests → 20

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Operation Proline Promass

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A0020250-EN

Data management with FieldCare Verification-DTM and Web server→ 26

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Proline Promass Function

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7 Function

7.1 Calibration and self-monitoring using HeartbeatTechnology

The Heartbeat Technology function is based on reference values that are recorded duringthe factory calibration. Device-internal parameters (measuring points) that are correlatedwith flow measurement (secondary measured variables, comparative values) are recordedduring the calibration. The reference values for these parameters are stored permanentlyin the measuring device and act as the basis for Heartbeat Technology and particularly forthe Heartbeat Verification function integrated in the measuring device. Throughout thelife cycle of the flowmeter, the Heartbeat Verification function checks whether themeasuring points deviate from the reference condition defined at the time of thecalibration and indicates if the deviation is outside the factory specification. The validity ofthe testing method is additionally ensured by redundant components and signal feedback(feedback loop). This ensures that any component drift is detected.

7.2 Heartbeat Technology - integrationThe Heartbeat Technology function is accessible via all the operating interfaces.

A0020243-EN

In addition, it is possible to access the function via the system integration interface,allowing the device to be used without onsite presence in the field. Via the process controlsystem or asset management system, it is possible to periodically check the measuringpoint with a minimum amount of effort.

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Function Proline Promass

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A0020244-EN

The creation of verification reports is supported by both the Web server integrated in themeasuring device and Endress+Hauser's FieldCare asset management software. TheFieldCare DTM module for verification also offers the possibility of archiving theverification results and reports to create traceable documentation.

7.3 Heartbeat Verification – data managementThe results of a Heartbeat Verification are saved as a non-volatile parameter set in themeasuring device memory.

Eight storage areas are available for parameter sets in the Promass device.

New verification results overwrite older data on a "first in – last out" basis.

The results can be documented in the form of a verification report via the Web server andEndress+Hauser's FieldCare asset management software. In addition to the option ofprinting out the results in a verification report, FieldCare also offers a DTM for archivingthe results of the verification. Furthermore, with FieldCare it is also possible to export datafrom these archives and to analyze trends in the verification results (line recorderfunction). For details see the "Description of the Verification-DTM" section.

7.3.1 Data management with Web server

Print verification reportVia Web server the menu to print a report can be directly accessed via the tab "Datamanagement". The "Customer" and "Location" information can be entered in the respectivesections. The information entered here will appear on the verification report.

In section "Sel. result set" (Select result dataset) the desired verification data set can beselected; verification data sets are referenced by time stamp in the drop-down menu.

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Clicking on "VerificationReport.pdf" will generate a verification report in PDF format.

A0020313-EN

Export of verification resultsThe verification results (raw data) can be exported to a CSV-file by function "Export backup→ Export Parameters". Clicking on "Parameters.csv" generates a text file in CSV file format.This format can be easily converted to a spread sheet.

A0020314-EN

7.3.2 Data management with Verification-DTM

DescriptionA special DTM for Heartbeat Verification is also available in addition to the standarddevice DTM. This Verification-DTM offers advanced capabilities for performing theverification and managing the results.

Basic functionsThe following basic functions are provided:

A0020273

Start uploading the verification data sets from the measuring device to the assetmanagement tool (FieldCare)

A0020274

Reset the DTM to the initial state

A0020275

Open saved archive files

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Function Proline Promass

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A0020276

Save data sets to an existing archive file or initial saving of data sets to a new archive file

A0020277

Save the data sets under a new file name; a new archive file is created in this case

A0020278

Create a verification report in PDF format

DTM headerThe following basic functions are provided:

A0020272

The header refers to the top display area of the DTM. It containsinformation about the device TAG

"Upload" functionUpload the data from the measuring device to the asset management software. This isinitiated via the icon. This function transmits selected data sets, which are saved in themeasuring device, to the asset management software and visualizes them.

A0020263-EN

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Verification resultsDetails for the verification results are displayed in the "Data area". The data area is splitinto three tabs:• "Results": Status, test group and detailed results including limit values• "Data graphic": Visualization of the results as a trend curve• "Description": Additional descriptions and information entered by the user

Saving to an archive fileOnce uploaded, the data can be saved to an archive file. This is initiated via the or icons. A file with the extension ".EHV" is generated. This file is used to archive the data. Itcan be read and interpreted by every asset management system with an installedVerification-DTM and is therefore also suitable for analysis by a third party (e.g. Endress+Hauser service organization).

A0020265-EN

Opening archive filesArchive files that have already been saved can be opened via the function. Here thearchive data are loaded in the Verification-DTM.

Visualization and trend analysisThe verification data can be visualized in the "Datagraphic" tab of the data area. The datasaved in the archive are visualized as a graph over time. For this purpose, any of the dataavailable can be selected.

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Function Proline Promass

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A0020266-EN

2 "Selection": Select the desired parameters using the parameter list

A0020267-EN

3 "Parameter settings": Assign the properties for visualization in the graph

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Proline Promass Function

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A0020268-EN

4 "Y-axis settings": Assign the parameters to the Y-axis

A0020269-EN

5 "New template, update template": Adds the selected parameter configuration to the template; "Newtemplate, Save as New template": Saves the selected parameter configuration under a new template name

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Function Proline Promass

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A0020270-EN

6 "Trend visualization": Template shows the data in chronological order; the data points are referenced bythe verification ID (X-axis), the Y-axis is displayed as defined in the configuration

Creating a verification reportA data set can be selected with the function and a verification report can be created onthe basis of the data set.

7.4 ModulesThe self-monitoring of the measuring device using Heartbeat Technology comprises theentire measuring chain from the sensor to the outputs. The table below lists the individualmodules (test groups) and possible and recognized causes of errors.

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1 2 3 4

A0020246

7 Model of a Promass sensor

1 Temperature sensor2 Electrodynamic excitation system3 Electrodynamic pick-ups4 Sensor ground

Sensor module

Sensor module/test group Test and recognized causes of errors

Sensor Electrical test of the electrodynamic excitation system, theelectrodynamic pick-ups and the temperature sensors.Check of resistance and insulation: Detection of signal interruption,damping problems, short-circuits, contact corrosion, wiring problems,mechanical damage, moisture inside the sensor and poor grounding.

Sensor integrity Check the relative change of the entire sensor, with all its electrical,mechanical and electromechanical components incorporated in thesensor housing (including the measuring tube, electrodynamic pick-ups,excitation system, cables etc.), using a test value.HBSI "Heartbeat Sensor Integrity": Monitor the integrity of the sensor anddetect any sensor damage that can have arisen due to excessivemechanical or thermal strain, as a result of sensor wear (corrosion,abrasion, deformation, aging) or wear of individual sensor components,or due to the formation of coating/buildup on the measuring tube, andwhich can result in increased measuring uncertainty.

Electronic module

Electronic module/test group Test and recognized causes of errors

Sensor electronic module Zero point monitoring, signal feedback (feedback loop), redundantreference clock monitoring and reference temperature monitoring in theelectronic module: Detection of drift and aging among electroniccomponents brought about by the influence of environmental or processconditions (temperature, vibration etc.).

I/O module Signal feedback (feedback loop) and redundant reference clockmonitoring in the I/O modules: Detection of drift and aging amonganalog modules (current output, frequency output) brought about by theinfluence of environmental or process conditions (temperature, radiation,vibration etc.).

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8 Use cases and applications (and interpretationof results)

8.1 DiagnosticsFor information about the standard functions, see the "Diagnostics and troubleshooting"section of the Operating Instructions.

8.2 Condition Monitoring

8.2.1 Definition of Condition Monitoring→ 8

8.2.2 Focus and target applicationsCondition Monitoring focuses on measured variables which indicate a change in theperformance of the measuring device brought about by process-specific influences. Thereare two difference categories of process-specific influences:• Transient process-specific influences that impact the measuring function directly and

therefore result in a higher level of measuring uncertainty than would normally beexpected (e.g.: Measurement of multiphase fluids). These process-specific influencesgenerally do not affect the integrity of the measuring device but do impact measuringperformance temporarily.

• Process-specific influences which only impact the integrity of the sensor over themedium term but which also bring about a gradual change in the measuringperformance (e.g.: Abrasion, corrosion or the formation of coating/buildup in thesensor). These influences also affect the integrity of the measuring device on the longterm.

Flowmeters with Heartbeat Monitoring offer a range of parameters that are particularlysuitable for monitoring specific, application-related influences. In the case of Promass thisconstitutes the following target applications:• Coating/Buildup, fouling and material deposits• Corrosion• Abrasion or erosion• Multiphase fluids – gas content in liquid fluids• Multiphase fluids – wet gases

The results of Condition Monitoring must always be interpreted in the context of theapplication. The parameters available with Heartbeat Monitoring, however, display aspecific behavioral pattern for the applications listed above. This is explained in greaterdetail in the following chapters.

8.3 Heartbeat Monitoring – introductionThe benefits of Heartbeat Monitoring are in direct correlation with the selection of traceddata and their interpretation. Good data interpretation is critical for deciding whether aproblem has occurred and when and how maintenance should be scheduled/performed(good knowledge of the application is required). The elimination of process effects thatcause misleading warnings/interpretation must also be ensured. For this reason it isimportant to compare the recorded data against a process reference.

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Proline Promass Use cases and applications (and interpretation of results)

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8.3.1 OverviewThis section describes the interpretation of certain monitoring-specific parameters in thecontext of the application.

Monitoring parameter Possible reasons for deviation

Mass flow If the mass flow can be kept constant and can be repeated, a deviationfrom the reference indicates a zero point shift.

Density A deviation from the reference can be caused by a change in themeasuring tube resonance frequency, e.g. by coating/buildup in themeasuring tube, corrosion or abrasion.

Reference density The reference density values can be interpreted in the same way as thedensity values. If it is not possible to keep the liquid temperature entirelyconstant, you can analyze the reference density (density at a constanttemperature, e.g. at 20 °C) instead of the density. Make sure that theparameters required for calculating the reference density have beenconfigured correctly.

Temperature Use this diagnostics parameter to check the functionality of thetemperature sensor.

Oscillation damping A deviation from the reference state can be caused by a change in themeasuring tube damping, e.g. by mechanical changes (formation of acoating/buildup, fouling, corrosion, abrasion).

Sensor integrity A deviation in the sensor integrity indicates a change of the entire sensor,with all its electrical, mechanical and electromechanical componentsincorporated in the sensor housing (including the measuring tube,electrodynamic pick-ups, excitation system, cables etc.).

• In case of coating/buildup, fouling, abrasion or corrosion of the sensor:Inspect the sensor, clean the measuring tube if necessary

• In case of mechanical damage or aging of electro-dynamic sensors forexcitation or pick-ups: Replace the sensor

8.3.2 Oscillation dampingOscillation damping is an indicator of the state of the oscillation system. A change in theoscillation damping under reference conditions is an indicator of mechanical changes tothe measuring tube that can be caused by coating/buildup, fouling or corrosion. It can alsoindicate multiphase conditions. Oscillation damping is a variable that reacts in a linearmanner to sensor excitation. Typical values range from between 70 to sometimes morethan 500 000, e.g. for processes with multiphase fluids.

Tube damping fluctuation can be split into two groups:• Gradual changes appear over a longer period and are typical of coating/buildup, fouling,

abrasion or corrosion.• Temporary changes are spikes in oscillation damping which can be caused by multiphase

fluids.

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Use cases and applications (and interpretation of results) Proline Promass

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Coating/Buildupevent

Transient eventsDevice baseline

Oscillationdamping

Increase > 10 %

Spike to200 000

Spike to3000

Baseline100 to 350

Coat

ing/

Buildup

dev

elops

on s

enso

r tu

be

Filling,

slu

g flow

or

per

iodic

gas

Siphonin

g or

gas

empti

ng

senso

r

A0020284-EN

8 Typical behavior in the event of coating/buildup

Interpretation• During commissioning and process start-up a device baseline for oscillation damping is

established. The actual device baseline depends on sensor type and application. Thebaseline value established depends on the fluid properties. This baseline is the referencevalue used for monitoring of oscillation damping in the lifetime of the flowmeter. Theevaluation of the parameter oscillation damping is always done in reference to thisbaseline.

• The formation of coating/buildup in a sensor causes a gradual and sustained change inthe oscillation damping

• Random spikes in the oscillation damping values probably come from the temporaryprocess effects that are caused by entrained gas or pipes running full or empty should beignored.

8.3.3 Sensor IntegritySensor Integrity HBSI (Heartbeat Sensor Integrity) is based on reference values that wererecorded when the flowmeter was calibrated in the factory. This factory referencecondition is stored permanently in the flowmeter and is used as a point of reference forHeartbeat Monitoring and Heartbeat Verification. The factory reference conditionapplies for all process conditions – field reference values are not required.

Any deviation in the "Sensor integrity" parameter indicates a change in the sensor orindividual components of the sensor (measuring tube, electrodynamic pick-ups, excitationsystem, cables etc.), which results in a higher measured error/greater measuringuncertainty during flow and density measurement. This can be caused by excessivemechanical or thermal strain on the sensor, increased wear (e.g. corrosion, abrasion) orthe formation of coating/buildup in the measuring tube.

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Application example 1A Promass I (DN 50) flowmeter with a straight single-tube design in an application withmica sludge, which is a very abrasive medium. The "Sensor integrity" function is used to beable to detect measuring tube abrasion at an early stage.

Date

HB

SI

A0020290-EN

Reason: A Promass F (DN 80) sensor with a bent dual-tube design was previously used inthis application. After a few months, this sensor was so badly affected by the abrasivemedium that it broke down.

Since the changeover to Promass I no more abrasion has occurred in a period of over ayear, as proven by the monitoring system.

Application example 2Hastelloy version of Promass F (DN 15) for the measurement of highly corrosive acidchlorides.

Date

HB

SI

A0020291-EN

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The "Sensor integrity" parameter remains very stable (practically zero change) in theobservation period of over two years. This is an indicator of the integrity of the measuringdevice.

Note: The small spikes in the measuring signal are caused by quick temperature changes inthe process; this does not have a negative impact on the monitoring function, however.

Two qualification tests are explained below. These were performed specifically to qualifythe "Sensor integrity" function.

Qualification test 1The aim of this qualification test was to prove the sensitivity of the "Sensor integrity"function in the event of sensor abrasion caused by the process. During the test, a Promass I(DN 25) flowmeter is exposed to a water/sand mixture. Very abrasive sand is usedespecially for the test. The initial situation with water was documented in the firstsegment of the measurement. Then a water/sand-mixture was used that contained 6 %sand, then around 2 to 3 % sand, and then again 6 % sand. Values with water were thenrecorded again as a reference on completion of the test.

Date

HB

SI

Water Sand 6 % Sand 3 % Sand 6 % Water

A0020292-EN

9 Abrasion Promass I

Interpretation: A continuous change in the "Sensor integrity" parameter can be observedunder the process condition with 6 % sand content. This is a indication that this processcondition is continuously wearing down the sensor. In the period under observation, thechange is less than +0.3 %. The "Sensor integrity" parameter (water – 3 % sand content – 6% sand content) responds independently of the process conditions currently present, a factwhich allows the reliable monitoring of the operating state.

Qualification test 2The aim of this qualification test was to prove the sensitivity of the "Sensor integrity"function in the event of sensor corrosion caused by the process. During the test, a PromassF (DN 25) flowmeter is exposed to a mixture of hydrochloric and nitric acid. HeartbeatVerification was performed periodically. The test was repeated until the sensor failed as aresult of initial corrosion cracks.

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Proline Promass Use cases and applications (and interpretation of results)

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Date

HB

SI

A0020293-EN

10 Corrosion Promass F

Interpretation: The "Sensor integrity" function is suitable for diagnosing corrosion in thesensor. The parameter indicates a clear change – the sensor only fails when a deviation of+8 % occurs. This allows the user to reliably detect the process-specific influence, andavoid an unexpected sensor failure.

8.3.4 Application 1 – Coating/BuildupIf there is evidence that the process is causing coating/buildup to form in the measuringtubes of the Promass, Heartbeat Monitoring can be directed at this application.

Relevant monitoring parametersDensityMechanical changes to the tubes cause a shift in the resonance (natural) frequency. If thefrequency goes down, coating/buildup has formed in the tubes.

Density measurement

Resonance frequency

Coating/buildup

A0020294-EN

Each Promass line size has a characteristic resonance frequency in air and water,correlating to the density. In the process, we have to define what these density readingsare at start-up and then we can monitor them over the process to see a drift or adjust ourtolerance to provide an indication of process conditions, such as coating/buildupformation, for example, to trigger a cleaning. This can also be seen in the graphic below:

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A0020296

Oscillation dampingOscillation damping is a number which defines the ratio of the excitation current to theoscillation amplitude of the tubes. Therefore oscillation damping is a numerical expressionof the distance the tube oscillates and the drive power required in milliamps to set the tubein motion. Oscillation damping provides an exponentially higher number compared todensity measurement, which enables the better detection of process-related changes.Many process applications need to isolate transient events which could compromise thedetection of buildup or deposit formation. If a Promass sensor is commissioned in aprocess application, a sustained increase in oscillation damping will take place.

HBSI "Heartbeat Sensor Integrity"In typical cases of measuring tube buildup in which soft deposits from the fluid build up inthe measuring tube, there are no appreciable changes to the sensor that are identified aswear or excessive sensor strain as defined by HBSI. The current value for HBSI is notchanged in this case.If thick or solid buildup, such as limescale, occurs the sensor can change to the extent thata drop in the value for HBSI can be observed.

InterpretationAs coating/buildup forms, the sensing tube gets heavier. The Promass recognizes thiseffect. The power supplied to the exciter circuit increases and the amplitude distance to bemaintained in the Coriolis measurement expressed as oscillation damping needs toincrease. A 10 % increase in oscillation damping results in an estimated one percent offsetin mass flow rate, while a decrease in resonance frequency of only 1 Hz is reported. Theeffects of buildup or deposit formation can cause a change in mass flow accuracy and acorresponding density change, resulting in a higher error overall for the volumetric flow.

8.3.5 Application 2 – Corrosion and AbrasionIf there is evidence or the suspicion that the process is causing corrosion or abrasion in themeasuring tubes of the Promass, Heartbeat Monitoring can be directed at thisapplication.

Suspicion that the process is causing corrosion in the measuring tubes of the Promass. Auser-defined variation level is used to trigger an alarm for tube replacement prior tofailure.

The customer has a system which relies on a Promass for product transfer that undergoesa cleaning cycle seven times per day. The customer expects the meter tube system to failover time – creating a potential operator and disposal hazard. The customer would preferto replace the measurement system when an obvious drift in the tube reference condition

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Proline Promass Use cases and applications (and interpretation of results)

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occurs. The condition of the measuring device after cleaning provides a baseline referencevalue. Any excessive deviation from this value can indicate a change in the sensor.

Relevant monitoring parametersThe following parameters can give an indication to corrosion or abrasion.

DensityMechanical changes to the tubes cause a shift in the resonance (natural) frequency. If thefrequency goes up, the tubes are eroded or corroded.

Density measurement

Resonance frequency

Corrosion or Abrasion

A0020295-EN

Each Promass line size has a characteristic resonance frequency in air and water,correlating to the density. In the process, we have to define what these density readingsare at start-up and then we can monitor them over the process to see a drift or adjust ourtolerance to provide an indication of process conditions, such as corrosion or abrasion.

Oscillation dampingOscillation damping is a number which defines the ratio of the excitation current to theoscillation amplitude of the tubes. Therefore oscillation damping is a numerical expressionof the distance the tube oscillates and the drive power required in milliamps to set the tubein motion. Oscillation damping allows an exponentially higher number compared todensity measurement, which enables the better detection of process-related changes.Many process applications need to isolate transient events which could compromise thedetection of buildup or deposit formation. If a Promass sensor is commissioned in aprocess application, a sustained increase in oscillation damping will take place.

Sensor asymmetryCorrosion or abrasion is never uniform from one end of the measuring tube to another – oreven uniform between tubes in a dual-tube system. Abrasion most often occurs at the inlet– areas of higher fluid velocity; corrosion attacks the weak points of a measurementsystem – and at weldments (flow splitters, etc.). The sensor asymmetry value candetermine if the sensor balance and symmetrical movement between the inlet and outletpickup points has changed. Since this system is manufactured as a mass balanced system,corrosion or abrasion will affect the balance. The impact of sensor symmetry, or the"sensor asymmetry value", is the electro-chemical change from the original sensorbalancing baseline. This makes it possible to compare the baseline against process-relatedeffects that indicate corrosion or abrasion in a Promass sensor.

HBSI "Heartbeat Sensor Integrity"An increase of the actual value of the parameter "HBSI "Heartbeat Sensor Integrity"" mayindicate an increased wear or tear of the sensor due to corrosion or abrasion.

Interpretation

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Use cases and applications (and interpretation of results) Proline Promass

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A review of the meter e.g. on a quarterly basis, will indicate a slow change from thereference condition (situation at the time of commissioning).

Application example: Increase of tube damping by > 2 %, increase of sensor asymmetry bymore than 150 %.

Corrosion eventDevice baseline

Oscillationdamping

Baseline100…350

Corr

osi

on t

hin

sse

nso

r tu

be

Sensorasymmetry

Baseline-0.5 to 1.5

Density

A0020285-EN

Recommendation: The change in the "Oscillation damping", "Sensor asymmetry" or"Heartbeat Sensor Integrity" values would also be reasons for a Heartbeat Verification tobe performed on the meter to ensure a failure is not imminent.

8.4 Heartbeat Verification

8.4.1 Scope of the testHeartbeat Verification uses the self-monitoring function of the Proline flowmeters tocheck the measuring device functionality. During the verification process, the systemchecks whether the measuring device components comply with the factory specifications.Both the sensor and the electronic modules are included in the test. Compared to flowcalibration, which incorporates the entire measuring device and assesses the measuringperformance of the flow measurement directly (primary measured variable), HeartbeatVerification checks the function of the entire measuring chain from the sensor to theoutputs. Here, the function checks device-internal parameters that are correlated with flowmeasurement (secondary measured variables, comparative values). The check is based onreference values that were recorded during the factory calibration.

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8.4.2 Interpreting and using the verification resultsIf a verification is passed, this confirms that the comparison values that are checked arewithin the factory specification and that the measuring device is working correctly. At thesame time, the zero point and calibration factor of the sensor are documented andtraceable in the verification report. In order for the flowmeter to meet its factoryspecification for flow measurement, these values must match the ones from the lastcalibration or recalibration.

A confirmation for the fulfillment of the flow specification can only be achieved byvalidation of the primary measured variable (flow) by means of recalibration orproving.

Recommended course of action if the result of the verification is "Failed":If the result of a verification is "Failed", it is advisable to repeat the verification first of all.This applies in particular if the individual tests of the "Sensor" or "Sensor integrity" testgroups are affected as a process-specific influence could then be possible. In this case it isadvisable to compare the current process conditions to those of a previous verification→ 20 to identify any deviations. To rule out process-specific influences as far aspossible, the optimum approach is to create defined and stable process conditions and thenrepeat the verification: Stabilize or stop the flow, ensure a stable process temperature,drain the sensor if possible.

Recommended remedial action if the result of the verification is "Failed":• Calibrate the measuring device

The calibration has the advantage that the "as found" measuring device state is recordedand the actual measured error is determined.

• Direct remedial measuresTake remedial action on the basis of the verification results and the diagnosticinformation of the measuring device. Narrow down the possible cause of the error byidentifying the test group that failed the verification.

Test group Possible cause of error and recommendation

Sensor Electrical components of the sensor (signals, circuits and cables):• Wiring for remote installation or grounding of sensor• Defect in the sensor → replace

Sensor integrity Excessive strain on sensor or sensor wear or formation of coating/buildup in themeasuring tube.

• Inspect the sensor, clean the measuring tube if necessary• Faulty sensor → replace

Sensor electronic module Electronic module for activating and converting the sensor signalsElectronic module drift or defect → replace

I/O electronic module Results of all the input and output modules installed on the measuring device• Check wiring and connections, check the load (current output)• I/O module drift or defect → replace

For more information on other possible causes and remedial measures, see the"Diagnostics and troubleshooting" section of the Operating Instructions.

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Glossary and terminology Proline Promass

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9 Glossary and terminologyMeasuring device Flowmeter in its entirety

Sensor Entire sensor system. This comprises the measuring tube, the electrodynamic pick-ups, the excitation system, the wiring, the temperature sensors etc. inside thesensor housing.

Process interface Mechanical interface between the flow sensor and the medium undermeasurement. The process interface is technology-specific: e.g. it is the measuringtube in the case of the Coriolis flowmeter, and the measuring tube liner in the caseof electromagnetic flowmeters etc.Comment: A deterioration of the process interface due to excess pressure, thermalshock, corrosion, abrasion or coating/buildup can mean that the measurement isout of specification or result in a dangerous operating state.

FieldCare Software-based asset management system from Endress+Hauser. FieldCare is usedfor the documentation and analysis of the verification results.

On-board Built-in device functionality. An on-board functionality enables on-line and in-linechecks.

On-line During an on-line check, the measuring device continues to perform its designatedfunction. The process does not need to be stopped for an on-line check. On-linechecks can be continuous, periodical or event-controlled (e.g. following power-up).

In-situ An in-situ check implies that the measuring device does not need to be removedfrom the application in order to perform the specific check. A reference conditioncan be established during the in-situ check (e.g.: Measuring tube filled with wateror empty pipe condition). The test is usually performed on demand (e.g. HeartbeatVerification).

Internal references Heartbeat Technology based on references that are incorporated into themeasuring device (flowmeter electronics). References are technology-specific.

Flow calibration It is the operation of establishing a relation between the values given by a flowstandard (also known as flow calibration rig) with its claimed measurementuncertainties, and the corresponding indications of the flow measuring device withits associated measurement uncertainties.

Calibration may be performed with or without adjustment of the meterfactor.

Verification Provision of evidence, in order to demonstrate that a flow measuring device fulfillsthe specified manufacturer requirements of functionality. It is also a confirmationthat the performance properties of the measuring device are achieved, and thus theconfidence in the measurand (flow) is enhanced.

Verification must not be confused with calibration.

Validation It is a verification, wherein the specified manufacturer requirements are adequatefor an intended application.

Heartbeat Verification It is a dedicated embedded instrumentation, which has the aim to monitor thefunctionality from several components of the flow measuring device, in accordanceto manufacturer specifications. It uses the internal diagnostic tools to check theflow meter functionality based on factory references and correspondingspecifications.

Heartbeat Verification is not a calibration system.

Verification report Document in which the results of the Heartbeat Verification are recorded.

Quantitative check Check with a result that can be measured as "absolute or relative (additional)measuring uncertainty", e.g. a reference drift is proportional to the change of theactual flow.

Qualitative check Check with a result that generally does not correlate to an additional measuringuncertainty, e.g. the effect of coating/buildup on the process interface to the flowcan depend on the type and uniformity of the coating/buildup.

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Off-line time Off-line time is defined as a limited period of time in which a measuring device isunable to work normally (output actual process data) as it is busy with other tasks(e.g. performing a verification).

Data sets A data set permanently saves a collection of information that comprises theverification results, including the ID, time stamp, device parameters etc. A range ofHeartbeat Verification data sets are stored internally in Proline flowmeters.

Metrological traceability Property of a measurement result to be related to a reference through adocumented and unbroken chain of calibrations.

Each of these calibrations must be linked, either to an internationalmeasurement standard or a national measurement standard of the intendedquantity, to have a measurement uncertainty, a clear measurementprocedure, accredited technical competence, metrological traceability to theSI (International system of units), and defined calibration intervals.

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Registered trademarks Proline Promass

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10 Registered trademarksHART®

Registered trademark of the HART Communication Foundation, Austin, USA

PROFIBUS®

Registered trademark of the PROFIBUS User Organization, Karlsruhe, Germany

Modbus®

Registered trademark of SCHNEIDER AUTOMATION, INC.

EtherNet/IPTM

Trademark of ODVA, Inc.

Microsoft®

Registered trademark of the Microsoft Corporation, Redmond, Washington, USA

Applicator®, FieldCare®, Field XpertTM, HistoROM®, TMB®, Heartbeat Technology™

Registered or registration-pending trademarks of the Endress+Hauser Group

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TechnipFMC.com

© TechnipFMC 2017 All rights reserved. SD01904O/06/EN/01.16

TechnipFMC Measurement Solutions, Inc.500 North Sam Houston Parkway West,Suite 100Houston, Texas 77067 USAP:+1 281.260.2190

USA Operation 1602 Wagner AvenueErie, Pennsylvania 16510 USAP:+1 814.898.5000

Germany Operation Smith Meter GmbHRegentstrasse 125474 Ellerbek, GermanyP:+49 4101 304.0

The specifications contained herein are subject to change without notice and any user of said specifications should verify from the manufacturer that the specifications are currently in ef-fect. Otherwise, the manufacturer assumes no responsibility for the use of specifications which may have been changed and are no longer in effect.Contact information is subject to change. For the most current contact information, visit our website at TechnipFMC.com and click on the “Contact Us” link.