Smart microprocessor-based devices have been developed
        
        
          by a number of leading vendors. Advanced monitoring and
        
        
          control technology for ESD valves has made PSTs more effective
        
        
          and easier to implement, helping to better balance the need
        
        
          to achieve higher pipeline integrity and safety. This includes
        
        
          considerations, such as spurious trip rate, initial investment and
        
        
          ongoing operational costs, system integration and documentation
        
        
          requirements.
        
        
          Today’s intelligent valve monitoring and automation solutions
        
        
          allow pipeline operators to achieve high SIL levels while delivering
        
        
          a greater diagnostic coverage factor, flexibility in implementing
        
        
          and scheduling PSTs and improved communications. There are a
        
        
          number of popular methods for partially stroking valves, and each
        
        
          has its advantages and disadvantages.
        
        
          The most common techniques include:
        
        
          )
        
        
          )
        
        
          Mechanical jammers.
        
        
          )
        
        
          )
        
        
          Digital valve controllers (smart positioners).
        
        
          )
        
        
          )
        
        
          Digital control transmitters.
        
        
          Mechanical jammers are the simplest and least costly
        
        
          option for automated local or remote PST functions, but they
        
        
          involve a manual process. These devices are used in cases where
        
        
          accidentally shutting the valve would have severe consequences
        
        
          or any application where the end user prefers a mechanical
        
        
          solution. The jammer is integrated in the design and is intended
        
        
          to limit valve movement, linear or rotary when placed in position
        
        
          with a key. There is a major disadvantage with mechanical
        
        
          jammers if an ESD event occurs during the PST test interval. The
        
        
          need to manually place the jammer can also cause the valve to
        
        
          move suddenly and violently. Human errors by field technicians
        
        
          can also result in complete valve closure. Therefore, the reliability
        
        
          of this technique is dependent on procedures, training, and
        
        
          correct design specifications.
        
        
          The digital valve controller (i.e. smart positioner) is the most
        
        
          common and complex of the three PST options. It is designed to
        
        
          generate an automatic PST function via an internal IP transducer
        
        
          and capture dynamic diagnostic data of the test. However, the
        
        
          positioner does not capture the ESD event, thus requiring the
        
        
          use of additional devices, such as limit switches or position
        
        
          transmitters. Also designed for automated local or remote PST,
        
        
          the positioner-based approach is a proportional control style of
        
        
          valve movement. It is created by the ESD system step changing
        
        
          the positioner’s set point value to the PST target value. The device
        
        
          monitors the speed and quality of response as well as actual valve
        
        
          position. If the valve does not respond within a reasonable period
        
        
          of time, the positioner’s microprocessor cancels the test.
        
        
          The latest entry into the automated PST market is the digital
        
        
          control transmitter. It is specifically designed to capture the ESD
        
        
          event and functionally test solenoid valves (SOV). The device
        
        
          generates an automatic PST function by temporarily de-energising
        
        
          the ESD solenoid valve and captures dynamic diagnostic data
        
        
          of the event. This low power, SOV-based solution is suitable for
        
        
          both low and high pressure pneumatic and hydraulic applications.
        
        
          Compatible with the HART®, WirelessHART™ and FOUNDATION™
        
        
          fieldbus communication protocols, today’s digital control
        
        
          transmitters eliminate position blind spots during the stroke of
        
        
          a valve by supplying continuous feedback of either rotary or
        
        
          linear valve position. Thus, they are a cost-effective alternative to
        
        
          positioners for SIS applications requiring service up to SIL3.
        
        
          The digital control transmitter is essentially a position
        
        
          transmitter with a solid-state relay, which the SIS logic solver goes
        
        
          through and powers the ESD solenoid valve. When it receives a
        
        
          partial stroke test command, it opens the normally closed solid
        
        
          state relay and de-energises the ESD solenoid valve until a partial
        
        
          stroke position is met. Then, the relay closes again to the standard
        
        
          position, the solenoid returns to fully energised and the value
        
        
          goes to 100%. Because the digital control transmitter captures
        
        
          the ESD event, it is never ‘blind’ like other solutions. As with any
        
        
          Figure 3.
        
        
          Complex control manifold.
        
        
          Figure 4.
        
        
          Automated ball valve.
        
        
          104
        
        
          
            World Pipelines
          
        
        
          /
        
        
          JUNE 2015