HART Transmitter Configuration SOP

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• Document control header (SOP INST 015)
• Purpose, scope and references
• Safety, tools and prerequisites
• Numbered step by step procedure
• Acceptance criteria and records
• Approval block for sign off

1. Purpose

To configure transmitters correctly the first time and keep a record of every setting.

2. Scope

HART pressure, temperature, level and flow transmitters configured in the field or workshop.

3. References

• Instrument data sheet
• Manufacturer manual
• Site HART configuration standard

4. Responsibilities

• Instrument technician: carries out the work and records results.
• Instrument engineer or supervisor: reviews and approves the records.
• Operations: grants the permit, isolates the process and returns the equipment to service.

5. Safety Precautions

• Work only under a valid permit to work and follow the site isolation (lockout tagout) procedure.
• Wear the PPE required for the area: safety helmet, glasses, gloves and safety shoes as a minimum.
• In hazardous areas use certified or intrinsically safe test equipment, or obtain a gas free certificate and hot work permit.
• Inform the control room before starting, and before returning the instrument to service.
• Use communicators approved for the hazardous area, or work in a safe area.
• Put the loop in manual before changing configuration; changes can move the output.

6. Tools and Equipment

• HART communicator or modem with software
• Loop power supply and 250 Ω resistor for bench work
• mA meter

7. Prerequisites

• Data sheet with the required range, units and alarm direction.

8. Procedure

8.1 Connect

1. Connect the communicator across the transmitter or the loop resistor (at least 250 Ω in the loop).
2. Read device identity and present configuration; save it as found.

8.2 Configure

1. Set tag, descriptor and message.
2. Set units, LRV, URV, transfer function and damping per data sheet.
3. Set failure direction (upscale or downscale) and NAMUR NE43 levels if selectable.
4. Set write protection if required by the site.

8.3 Test

1. Use the loop test function to drive 4, 12 and 20 mA and confirm the DCS readings.
2. Check the process value and units at the DCS.

8.4 Record

1. Save the as left configuration file and fill the configuration record.

9. Acceptance Criteria

• Configuration matches the data sheet.
• Loop test values match at the DCS within tolerance.
• As found and as left configurations saved.

10. Records

Related tools

This is a generic procedure. Adapt it to your site permit system, the manufacturer instructions and your quality system before use.

Frequently Asked Questions