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Temperature Regulators
2
Part 2 Self-operated Regulators
Technical Information
Part 1: Fundamentals
Part 4: Communication
Temperature Regulators
Temperature regulators . . . . . . . . . . . . . . . . . . . . . . . . 5
Sensors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Sensor volume . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Filling medium . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Adsorption principle . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
CONTENTS
Excess temperature . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Mounting position . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Force-balancing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Three-way valves . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Accessories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
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Self-operated Regulators ⋅ Temperature Regulators
SAMSON AG ⋅ V74/HRB
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Part 2 ⋅ L205EN
Temperature regulators
self-operated temperature
regulator sensor
heat exchanger
SAMSON AG ⋅ 00/09
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Self-operated Regulators ⋅ Temperature Regulators
Sensors
4 liquid expansion
4 adsorption
4 vapor pressure
These principles utilize the change in volume, in structure or the conversion of
a matters state of aggregation.
When measuring the expansion of a liquid, the quality of the results depends
to a great extent on two factors: the sensor volume and the specific heat ca-
pacity of the filling medium.
h2.0
V2.0
2
h
h2
1: sensor V2
3
V1.0
h1
V1
d1
SAMSON AG ⋅ V74/ HRB
sensor
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Sensor volume
Solids, gases and almost all liquids expand when the temperature increases.
This physical principle of expansion is utilized by thermometers. An increase
in temperature causes the liquid level in a capillary to rise. This level is indica-
ted on a scale.
A sensor operating on the liquid expansion principle is shown in Fig. 2. The expansion in the
liquid expands in the cylinder when the temperature rises. As the wall of the cylinder
cylinder prevents lateral expansion, the liquid expands only in the axial di-
rection, pushing the piston and the connected pin upward.
∆V = V0 γ ∆T
The height of the pin protruding from the cylinder is a measure for the expan- expansion as a function
sion and represents a function of the temperature h=f(T). To achieve a parti- of temperature
cular travel of the pin ∆h, the shape of the operating element must be
considered and adapted as required. Generally, small sensor volumes yield
larger travels than large volumes (Fig. 2). In instrumentation, small working
cylinder areas or narrower working cylinders are preferred since the measu-
ring span is better represented when the pin travel is large. In this way, more
accurate measurement results are obtained. However, a disadvantage of
small-volume sensors is the low power transmission. A movement of the val-
ve, though, always requires an (actuating) force. When sizing a sensor, a
compromise must be found between the change in travel and temperature as
well as the increase in force.
SAMSON AG ⋅ 00/09
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Self-operated Regulators ⋅ Temperature Regulators
Filling medium
W = cp m ∆T
cp is the specific heat capacity, m the mass and ∆T the change in temperature
in °C. Note that the specific heat capacity is not constant, but changes with
the temperature.
water not suitable as Due to its high specific heat capacity, water is not suitable as filling medium.
filling medium It has yet another disadvantage: With the exception of water, all liquids ex-
pand continuously with increasing temperatures and condense when the
temperatures fall. Water, however, reaches its highest density at 4 °C and
expands at higher as well as lower temperatures. Therefore, the temperature
measured in these ranges would not be clear.
Apart from liquids, resins and elastomers can also be used as filling fluid.
SAMSON AG ⋅ V74/ HRB
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Adsorption principle
T 1, p 1 T1 > T 2 T 2, p 2
p1 > p 2
The most important benefit of the adsorption principle is its good adaptation flexible application...
to the respective application. The measuring span of an adsorption sensor
can be set in two ways:
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Self-operated Regulators ⋅ Temperature Regulators
but small These thermostats produce a smaller thrust, though, than sensors based on
thrust the liquid-expansion or vapor-pressure principle.
1
p1 p
2
2
1 Valve body
3
5
2 Valve seat
10 3 Plug
4 Plug stem
8 5 Valve spring
7 Positioning spring
7 8 Set point adjuster
p 11
9 t
9 Operating bellows
4 10 Capillary tube
11 Temperature sensor
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propane n-butane
100
n-pentane
10 n-heptane
pv [bar]
0.1
-50 0 50 100 150 200
T [°C]
Example: In an open vessel, water boils at 100 °C. The boiling temperature
in a pressure cooker, however, is considerably higher because the pressure
created in the airtight cooker is much higher.
The steam pressure curves of hydrocarbons are plotted in Fig. 5. When the sensor system utilizes
temperature of the medium to be measured increases, the boiling pressure in steam pressure curve
SAMSON AG ⋅ 00/09
the closed sensor system increases as well, following the rising steam curve.
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Self-operated Regulators ⋅ Temperature Regulators
liquid
Sensor adsorption vapor pressure
expansion
expansion
linear linear not linear
behavior
excess. temp.
low high medium
safety
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Y
water
1
0.6
air
bulb sensor
0.2
1
water
0.6
four-bulb
air sensor
0.2
Bulb sensors are in direct contact with the medium. The resulting heat ex-
change is characterized by the heat transfer coefficient.
The heat transfer coefficients of liquids are remarkably higher than those of sensors require large
gases. Temperature changes of a liquid act therefore faster on the sensor heat transfer surfaces
SAMSON AG ⋅ 00/09
case, the filling medium and finally the valve position. When sizing the tem-
perature sensor, the surface provided for heat transfer must be as large as
possible. While the cylindrical surface of a bulb sensor is sufficient for mea-
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Self-operated Regulators ⋅ Temperature Regulators
control action of Self-operated regulators usually exhibit proportional control action (P regu-
self-operated regulators lators). In the case of self-operated temperature regulators, the proportional
action causes the valve travel h to change proportionally with the measured
temperature T. The proportional-action coefficient is Kp (formerly: proportio-
nal band Xp; Xp = 100 %/Kp). The following equation describes the control
action for temperature regulators.
∆h = Kp · ∆T
large travel As described in the Control Engineering Fundamentals (see also Lit. [2]), P
at small ∆T regulators have a steady-state error. When the steady-state error is to be
kept small, a large proportional-action coefficient is required (small propor-
tional band). This means for the temperature regulator that a large travel
must be achieved at a small ∆T. The measuring span of the sensor becomes
accordingly smaller.
universal However, narrow measuring spans are an obstacle to the universal applica-
application requires tion of sensors. Therefore, the temperature regulator is equipped with a set
set point adjuster point adjuster.
can be moved to change the volume of the system. When the piston is pushed
into the right cylinder, the pin in the operating element is lifted, providing the
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required volume. As a result of the changed pin position, the travel position
of the valve is changed, too (Fig.7).
pin
piston
operating
element
Excess temperature
When the temperature reaches the upper limit of the set point range (closing
temperature), the pin is fully extended. The valve is in its end position. When sensor protected
the temperature rises above this value, the liquid in the sensor cannot expand against excess
further. If no equalizing volume is provided, the rising internal pressure will temperature
damage the sensor. To prevent this, a pressure relief fitting is installed (Fig.
8).
When excess temperatures occur, the rising filling pressure acts on the piston
bottom and pushes the piston out of the sensor against the force of the excess
temperature spring. This increases the sensor volume. Excess temperatures
only occur under the influence of externally supplied energy, in case of a de-
fective valve (the valve does not completely close) or with extremely oversi-
zed valves. Decreasing the set point will not help, since the valve is already
SAMSON AG ⋅ 00/09
closed in this state. In the end, decreasing the set point results in a defective
device.
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Self-operated Regulators ⋅ Temperature Regulators
connection to
operating excess temperature
element spring
gasket
piston
Mounting position
wrong position affects A prerequisite for the proper functioning of temperature control systems is
measurement results the optimum location of the sensor. It should be totally immersed in the medi-
um to be measured (see Fig. 9).
dead times must be Another important requirement is that the sensor measures nearly without
avoided dead time. Dead times occur, for example, in a heating system when the sen-
sor is not located directly at the heat source, e.g. the heat exchanger, but far
away in the heating pipe. In this case, temperature changes are measured
with delay. These dead times can cause the system to oscillate and can trig-
ger the safety mechanisms due to excess temperatures created. In addition to
the aspects to be considered in sensor positioning, the dynamic behavior of
the sensor also plays an important role for the heat transfer.
SAMSON AG ⋅ V74/ HRB
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a) correct b) correct
c) permissible if it d) incorrect
cannot be avoided
Ad a, b)
The sensors entire length is fully immersed in the medium
Ad c, d)
The sensor is only partially immersed in the medium
SAMSON AG ⋅ 00/09
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Self-operated Regulators ⋅ Temperature Regulators
x
A
1
B
x 0.63
C sensor
0.2
1
B
0.6
sensor with
C thermowell
0.2
x (t )
( −t
= 1− e τ )
SAMSON AG ⋅ V74/ HRB
x max
x ( τ)
for : t = τ ⇒ = 0.63 = 63%
x max
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When looking at the sensor from the viewpoint of control engineering, the sensor and thermowell
sensor can be regarded as energy store. Its dynamic behavior can be descri- both exhibit PT1 action
bed by means of an exponential function using the time constant T1 = τ
(first-order delay). When mounting a thermowell (see chapter Accessories),
another energy store is added to the system. Hence, a second-order system is
created. To describe such a system, the time constant Tu and the build-up time
Tg can be used. For further details, please refer to the Technical Information
L102 EN.
As can be seen in Fig. 10, small time constants are typical to fast-responding
sensors.
Table 2 lists the time constants of the different SAMSON sensors. Measure- thermowells prolong
ments were made in water. You can see from the table below that the use of a the response time
thermowell causes long delays.
2232 65 110
2233 25 --- 1)
2234 15 --- 1)
2235 10 --- 1)
2213 70 120
adsorption 2430 15 2) 30 3) 40 2) 80 3)
2430-L 8 --- 1)
2212 --- 1) 40
2439 --- 1) 40
2403 10 45
SAMSON AG ⋅ 00/09
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Self-operated Regulators ⋅ Temperature Regulators
It practically eliminates the fast response times inherent to sensors, and they
are almost as slow as liquid-expansion sensors.
sensor material: Standard materials for sensors and thermowells are usually copper or bron-
bronze and copper ze because of their excellent conductivity. For corrosive media, stainless steel
versions are used. When a stainless steel sensor is used, the time constant
increases by approximately ten percent compared to copper sensors. With
thermowells, the time constants of copper and stainless steel versions are ne-
arly identical.
Thermowells are not suited to be used with sensors for air. Due to the special
sensor shape, a narrow air gap is formed between the thermowell and the
sensor, which has an insulating effect. The time constant of an air sensor with
thermowell would be much higher than that of a standard sensor with ther-
mowell.
t
−
x (t ) = x max (1 − e τ )
x (t )
t = − ln 1 − ⋅τ
x max
t 0 .5 = 0.7 ⋅ τ
t 0 .9 = 2.3 ⋅ τ
SAMSON AG ⋅ V74/ HRB
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Force-balancing
The upstream pressure p1 and the downstram pressure p2 acting on the valve spring and actuating
plug are balanced by the bellows. As a result, the actuating force FA is oppo- force are balanced in a
sed only by the pre-loaded spring FF (Fig. 11). Both forces are balanced in a state of equilibrium
state of equilibrium.
FA1 FF1
T1 = constant
FA2 FF2
T2 = T1 + DT
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Self-operated Regulators ⋅ Temperature Regulators
The self-operated regulator is used to reduce or increase the flow rate when
the temperature at the measuring point rises or falls.
4 When the medium heats up, e.g. due to a reduction of the flow rate, the fil-
ling liquid in the operating element expands and exerts the actuating force
FA on the valve.
4 The valve closes against the spring force FF, reducing the flow of the heat-
ing medium.
4 When the flow is reduced, the temperature falls until a new equilibrium of
forces and, hence, a new valve position is reached.
NOTE: When sizing a system including a heat exchanger, the upstream tem-
perature must be minimum 10 K above the set point temperature to ensure
safe closing of the valve.
reversing device The globe valves described above close when the temperature at the sensor
changes operating rises, hence, they are suitable for heating service. In cooling installations, ho-
direction wever, a system is required that opens the valve with increasing temperature
to release the cooling medium.
valve
connection
to operating
element
closing spring
SAMSON AG ⋅ V74/ HRB
Fig. 12: Reversing device for globe valves in cooling service (valve is closed by
the spring force of the reversing device and opens when the temperature rises)
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Part 2 ⋅ L205EN
balancing bellows
p1 p2
plug
pt
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Self-operated Regulators ⋅ Temperature Regulators
Three-way valves
Heating and cooling control systems require different valve styles. Globe val-
ves control one flow to adjust the desired temperature. Three-way valves, on
the other hand, mix or divert two heat flows.
Three-way valves have three ports (A, B, AB), while globe valves have two.
When no actuating force is exerted on the valve, a return spring ensures that
the plug is firmly placed on one of the two seats.
medium flow through In mixing valves (Fig. 14), the heating medium enters at port B via the
mixing valves seat/plug assembly and leaves through port AB. Port A is closed. When an
actuating force acts on the plug stem, the valve moves towards its other end
position, reducing the flow through the inlet port B and opening the inlet port
A.
A AB
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The flow through diverting valves (Fig. 15) is quite different. Here, the medium flow through
process medium enters at port AB. The streams are diverted according to the diverting valves
valve position and finally leave through the ports A and B.
AB A
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Self-operated Regulators ⋅ Temperature Regulators
The operating principle of the valves and their application in a heating and a
cooling system are illustrated in Figs. 16 and 17.
three-way three-way
globe valve
mixing valve diverting valve
B B
AB AB
A A
A opens A closes
valve closes
B closes B opens
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Part 2 ⋅ L205EN
Figs. 16 and 17 (heating/cooling) show typical installation examples where installation of valves in
the valves can be installed either in the flow pipe or in the return pipe. In hea- heating or cooling
ting systems with high temperatures and low pressures, cavitation can cause systems
problems, therefore the valve should be installed in the cooler return pipe.
B B
AB AB
A A
A opens A closes
valve opens
B closes B opens
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Self-operated Regulators ⋅ Temperature Regulators
The STM closes the valve in heating operation and opens it in cooling opera-
tion when the limit value is exceeded or when the device is defective. Once
the temperature lies within the limit value range again, the control function is
automatically reactivated.
The STL closes the valve in heating operation, opens it in cooling operation
and locks the valve when the limit value is exceeded or when the device is de-
fective. Once the temperature lies within the limit value range again and af-
ter mechanical unlocking (loading the closing spring), the control function is
automatically reactivated.
Combination technology
STMs and STLs can, of course, be combined with other TRs. For reasons of
safety, systems can also be equipped with a combination of STL and STM.
SAMSON AG ⋅ V74/ HRB
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Accessories
The following accessories are designed for use with temperature regulators
and are available for different applications:
Thermowells are used to protect the sensor from the medium. This is impor-
tant, for instance, when chemically corrosive media would damage the sen-
sor material. Thermowells can be additionally coated with PTFE for
protection.
Using thermowells has another big advantage: The process medium can re-
main in the system when a sensor must be replaced.
Distance pieces
Double adapter
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Self-operated Regulators ⋅ Temperature Regulators
Extension pieces
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Appendix A1:
Additional literature
[1] Terminology and Symbols in Control Engineering
Technical Information L101EN; SAMSON AG
APPENDIX
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Self-operated Regulators ⋅ Temperature Regulators
Figures
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33
NOTES
Self-operated Regulators ⋅ Temperature Regulators
NOTES
34
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