Siemens Positioner SIPART PS2 Auto Calibration Quick Guide

This quick guide explains how to configure and automatically initialize a Siemens SIPART PS2 valve positioner using the local three-button interface. Before initialization, verify that the 2.YAGL setting matches the physical 33°/90° transmission ratio selector inside the positioner.

Button Functions

Button	Function
Operating Mode Button	Select the operating mode, enter configuration and move to the next parameter
Decrement Button –	Decrease a value or move the actuator in manual mode
Increment Button +	Increase a value or move the actuator in manual mode

To enter configuration mode, press and hold the Operating Mode button for at least five seconds. Pressing the Operating Mode button briefly moves to the next parameter. The + and – buttons change the selected parameter value.

Before Initialization

Make sure that:

• The positioner is correctly mounted.
• The feedback lever and carrier pin are correctly installed.
• The pneumatic tubing is connected correctly.
• Clean and sufficient instrument air is available.
• The electrical input signal is connected.
• The valve can safely move through its complete travel.
• The transmission ratio selector is set correctly.

Warning: Automatic initialization moves the valve through its full operating range. Isolate the valve from the process before starting.

Automatic Initialization Procedure

Step	Procedure
1. Check the Transmission Ratio Selector	Before switching on the positioner, confirm that the internal selector is set to 33° or 90° according to the actuator stroke.
2. Position the Valve Near Mid-Travel	Use the + and – buttons in P-manual mode to move the valve near 50% travel. The displayed potentiometer value should preferably be between approximately P48.0 and P52.0.
3. Enter Configuration Mode	Press and hold the Operating Mode button for at least five seconds. The display enters parameter configuration and shows 1.YFCT.
4. Select the Actuator Type	Set parameter 1.YFCT according to the valve and actuator arrangement.
5. Confirm the Feedback Angle	Open parameter 2.YAGL and confirm that the selected value matches the physical 33°/90° transmission ratio selector.
6. Set the Linear Stroke Range	For a linear actuator, set parameter 3.YWAY according to the carrier-pin position shown on the feedback lever scale.
7. Open Automatic Initialization	Move to parameter 4.INITA.
8. Start Initialization	Press and hold the + button for at least five seconds until initialization starts.
9. Wait for Completion	The positioner automatically runs through RUN1 to RUN5. Do not interrupt the air supply or electrical signal.
10. Exit Configuration	When FINISH appears, press and hold the Operating Mode button for at least five seconds to exit configuration mode.
11. Verify Operation	Apply several input signals and confirm that the valve moves in the correct direction and reaches both end positions.

Siemens recommends starting initialization with the actuator near its mid-position. For units with a friction clutch, adjusting the displayed potentiometer value close to P50.0 improves stroke detection accuracy.

Step 1: Select the Actuator Type — 1.YFCT

The 1.YFCT parameter identifies the actuator and feedback arrangement.

Setting	Application
WAY	Standard linear actuator with the carrier pin mounted on the feedback lever
-WAY	Linear actuator with inverted feedback direction
turn	Standard part-turn or rotary actuator
-turn	Part-turn actuator with inverted feedback direction
FWAY	Linear actuator with the carrier pin mounted directly on the actuator spindle
LWAY	Linear actuator using an external linear potentiometer

For most globe control valves with a conventional feedback lever, select:

1.YFCT = WAY

For most ball valves and butterfly valves with direct rotary mounting, select:

1.YFCT = turn

Use the minus settings only when the mechanical feedback direction is inverted. For example, -turn is used when the valve closes as the positioner shaft rotates counterclockwise instead of clockwise.

Step 2: Set the Feedback Angle — 2.YAGL

After entering Configuration mode, briefly press the Operating Mode button to move to parameter 2.YAGL.

Select the feedback angle according to the actuator type and travel:

Actuator and Travel	2.YAGL Setting
Linear actuator, 5–20 mm travel with short lever	33°
Linear actuator, 25–35 mm travel with short lever	90°
Linear actuator, 40–130 mm travel with long lever	90°
Rotary actuator	90°

Important: The 2.YAGL parameter must match the physical 33°/90° transmission ratio selector inside the positioner. A mismatch may cause incorrect position feedback or initialization failure.

Step 3: Set the Linear Stroke — 3.YWAY

The 3.YWAY parameter is used for linear actuators.

Read the value indicated by the carrier pin on the positioner lever scale and select the corresponding value.

Available settings commonly include:

• 5, 10, 15 or 20 mm with the short lever and 33° setting
• 25, 30 or 35 mm with the short lever and 90° setting
• 40, 50, 60, 70, 90, 110 or 130 mm with the long lever and 90° setting

Select:

3.YWAY = OFF

when displaying the calculated actuator stroke in millimetres is not required.

3.YWAY is not simply an approximate valve stroke entry. It should correspond to the feedback pin position on the lever scale.

Step 4: Start Automatic Initialization — 4.INITA

1. Press the Operating Mode button briefly until 4.INITA appears.
2. Confirm that the valve can move freely.
3. Press and hold the + button for at least five seconds.
4. Release the button after the initialization sequence starts.
5. Wait until the display shows FINISH.

Depending on the actuator size and travel time, initialization can take several minutes.

Initialization Sequence

Display	Function
RUN1	Determines the actuator and valve direction of action
RUN2	Determines the valve travel and both mechanical end positions
RUN3	Measures the opening and closing travel times and performs a leakage-related check
RUN4	Determines the minimum controller increments
RUN5	Optimizes the transient and control response
FINISH	Automatic initialization has been completed

Some newer device configurations may include an additional RUN6 for diagnostic functions such as Valve Signature.

Setpoint Direction — 7.SDIR

The 7.SDIR parameter determines how the valve responds to an increasing input signal.

Setting	Function
riSE	An increasing input signal moves the valve toward the open position
FALL	An increasing input signal moves the valve toward the closed position

For a standard 4–20 mA control signal:

riSE

• 4 mA = valve closed
• 20 mA = valve open

FALL

• 4 mA = valve open
• 20 mA = valve closed

The factory setting is normally riSE. The correct selection depends on the project control logic and required valve action.

Display and Position Feedback Direction — 38.YDIR

The 38.YDIR parameter changes the direction of:

• The position value shown on the local display
• The analogue position feedback signal, when fitted

Setting	Display Direction
riSE	Displayed position increases as the valve moves toward the defined open position
FALL	Displayed position decreases in the opposite direction

Important: 38.YDIR does not reverse the actual input-signal control action. Use 7.SDIR when the relationship between the input signal and valve movement must be reversed.

Manual and Automatic Modes

Manual Mode

After initialization, briefly press the Operating Mode button to switch from automatic mode to manual mode.

Use:

• + to move the actuator in one direction
• – to move the actuator in the opposite direction
• + and – together to move more quickly toward an end position

In manual mode, the valve does not automatically follow the external setpoint.

Automatic Mode

Briefly press the Operating Mode button again to return to automatic mode.

In automatic mode, the positioner follows the incoming 4–20 mA or communication setpoint.

Canceling Initialization

Automatic initialization can be canceled by pressing the Operating Mode button.

After cancellation:

1. The display returns to INITA.
2. Press and hold the Operating Mode button for at least five seconds to leave configuration mode.
3. Correct the mechanical, pneumatic or parameter problem.
4. Restart initialization.

The settings determined before cancellation may remain stored unless the initialization parameters are reset through PRST.

Factory Reset

The parameter number for factory reset depends on the SIPART PS2 version:

Device Version	Typical Parameter
Older SIPART PS2	55.PRST
Newer HART SIPART PS2	50.PRST
PROFIBUS PA version	May use a different number
Foundation Fieldbus version	May use a different number

Always search for the parameter name:

PRST

rather than relying only on the parameter number.

Factory Reset Procedure

1. Enter configuration mode.
2. Move to the PRST parameter.
3. Select the required reset group.
4. Press and hold the + button.
5. Continue holding until the display shows oCAY.
6. Release the button.
7. Reconfigure and reinitialize the positioner.

Possible reset selections may include:

Setting	Function
ALL	Resets initialization, application and diagnostic parameters
Init	Resets only the initialization parameters
PArA	Resets application parameters
diAg	Resets diagnostic parameters

After selecting ALL or Init, a new valve initialization must be performed.

Common Initialization Problems

Initialization Stops at RUN1

Check:

• Instrument air pressure
• Pneumatic tubing
• Blocked restrictors
• Actuator freedom of movement
• Whether initialization was started from an end position

Initialization Stops at RUN2

Check:

• Whether 2.YAGL matches the 33°/90° selector
• Whether the feedback lever length is correct
• Whether the carrier pin is correctly positioned
• Whether the actuator can reach both end stops
• Whether the actual stroke is suitable for the selected lever

Initialization Does Not Reach FINISH

Check:

• Excessive valve friction
• Air leakage
• Insufficient supply pressure
• Incorrect mechanical mounting
• Excessively slow actuator movement
• Incorrect actuator or feedback settings

These are among the common causes identified in Siemens’ SIPART PS2 initialization troubleshooting instructions.

Final Function Check

After initialization, apply the following input signals:

Input Signal	Expected Position with 7.SDIR = riSE
4 mA	0%
8 mA	25%
12 mA	50%
16 mA	75%
20 mA	100%

Confirm that:

• The valve moves in the correct direction.
• The displayed position matches the actual valve position.
• The valve reaches both end positions.
• The movement is stable without continuous hunting.
• The positioner returns to automatic mode.
• No active fault message remains.

Quick Setup Sequence

For a standard linear control valve:

Check selector → P50 mid-position → 1.YFCT: WAY → 2.YAGL → 3.YWAY → 4.INITA → Hold + → FINISH

For a standard rotary valve:

Selector: 90° → Mid-position → 1.YFCT: turn → 2.YAGL: 90° → 4.INITA → Hold + → FINISH