Thermo Fisher Scientific Surveyor Plus Surveyor Autosampler User guide

Surveyor Plus

Surveyor Autosampler

Upgrade Guide

60053-97117 Revision B January 2009

Surveyor and Xcalibur are registered trademarks and ChromQuest is a trademark of Thermo Fisher Scientific

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Release history: Revision A, September 2005; Revision B, January 2009

Software versions: Xcalibur 1.4 or 2.0; ChromQuest 4.0 SP1, 4.1 SP2, or 4.2

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Thermo Scientific Surveyor Autosampler Upgrade Guide iii

C

About This Installation Guide. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .v

Chapter 1 Unpacking the Upgrade Kit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1

Chapter 2 Installing the Needle and the Needle Tubing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3

Step 1: Removing the Surveyor AS Needle Assembly. . . . . . . . . . . . . . . . . . . . . . 4

Step 2: Installing the Surveyor AS Plus Needle Assembly. . . . . . . . . . . . . . . . . . . 7

Step 3: Installing the Surveyor AS Plus Needle Tubing Assembly . . . . . . . . . . . . 8

Chapter 3 Installing the Injection Valve . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .13

Step 1: Removing the Rheodyne Injection Valve . . . . . . . . . . . . . . . . . . . . . . . . 13

Step 2: Installing the Valco Injection Valve . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Chapter 4 Replacing the Transfer Tubing and the Injection Port. . . . . . . . . . . . . . . . . . . . . .17

Step 1: Removing the Transfer Tube and Injection Port . . . . . . . . . . . . . . . . . . 17

Step 2: Installing the New Transfer Tubing and Injection Port . . . . . . . . . . . . . 20

Chapter 5 ChromQuest Upgrades . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .25

Installing the Update Files for ChromQuest . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Updating the Firmware for the Surveyor Autosampler Plus . . . . . . . . . . . . . . . . 26

Chapter 6 Configuring the Surveyor Autosampler Plus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .31

Chapter 7 Completing the Upgrade . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .33

Contents

Thermo Scientific Surveyor Autosampler Upgrade Guide v

P

About This Installation Guide

This installation guide describes how to upgrade the Surveyor Autosampler to a Surveyor

Autosampler Plus.

To upgrade the autosampler, you must replace the following hardware components: the needle

tubing assembly, the autosampler injection port, the injection valve, and the transfer tube.

After you modify the hardware, you must upgrade the autosampler firmware. To operate the

autosampler from ChromQuest™, you must also upgrade the software.

Safety and Special Notices

Make sure you follow the precautionary statements presented in this guide. The safety and

other special notices appear in boxes.

Safety and special notices include the following:

CAUTION You must follow the safety precautions specified at the beginning of the

Surveyor Autosampler Hardware Manual as you install the new autosampler components.

Note After you upgrade the autosampler, refer to the Surveyor Autosampler Plus Hardware

Manual for maintenance information.

CAUTION Highlights hazards to humans, property, or the environment. Each CAUTION

notice is accompanied by an appropriate CAUTION symbol.

IMPORTANT Highlights information necessary to prevent damage to software, loss of

data, or invalid test results; or might contain information that is critical for optimal

performance of the system.

Note Highlights information of general interest.

Tip Highlights helpful information that can make a task easier.

Preface

vi Surveyor Autosampler Upgrade Guide Thermo Scientific

Contacting Us

There are several ways to contact Thermo Fisher Scientific for the information you need.

YTo contact Technical Support

Find software updates and utilities to download at mssupport.thermo.com.

YTo contact Customer Service for ordering information

YTo copy manuals from the Internet

Go to mssupport.thermo.com and click Customer Manuals in the left margin of the

window.

YTo suggest changes to documentation or to Help

• Complete a brief survey about this document by clicking the link below. Thank you

in advance for your help.

• Send an e-mail message to the Technical Publications Editor at

techpubs-lcms@thermofisher.com.

Phone 800-532-4752

Fax 561-688-8736

E-mail us.techsupport.analyze@thermofisher.com

Knowledge base www.thermokb.com

Phone 800-532-4752

Fax 561-688-8731

E-mail us.customer-support.analyze@thermofisher.com

Web site www.thermo.com/ms

Thermo Scientific Surveyor Autosampler Upgrade Guide 1

1

Unpacking the Upgrade Kit

Table 1 lists the items provided in the Surveyor Autosampler Plus Upgrade Kit

(P/N 60053-62042).

Table 1. Parts list for the Surveyor Autosampler Plus Upgrade Kit

Description Part Number

Needle assembly 60053-60013

Needle tube assembly 60053-60102S

Valco injection valve with fittings and sample loop 60053-30002

Transfer tube (for Valco injection valve) 60053-60014

Injection port (stainless steel) 60053-20031

Needle port retainer 60053-10035

Cable clamp 00108-02-00011

Upgrade adhesive label 60053-50109

ChromQuest 4.0 SP1 Software CD with new firmware CHROM-98002

ChromQuest 4.1 SP2 Software CD with new firmware CHROM-98003

Surveyor Autosampler Upgrade Guide 60053-97117

Thermo Scientific Surveyor Autosampler Upgrade Guide 3

2

Installing the Needle and the Needle Tubing

This chapter describes how to remove the one-piece needle tubing assembly shown in

Figure 1, and how to install the needle assembly shown in Figure 2 and the needle tubing

assembly shown in Figure 3.

To install the new needle assembly and needle tubing assembly, follow these steps:

•Step 1: Removing the Surveyor AS Needle Assembly

•Step 2: Installing the Surveyor AS Plus Needle Assembly

•Step 3: Installing the Surveyor AS Plus Needle Tubing Assembly

Figure 1. Needle tubing assembly [P/N F1092-101 (obsolete)]

Figure 2. Needle assembly (P/N 60053-60013)

Needle Nut and ferrule

10-32 Nut

Needle flag

Latch nut

Needle

2 Installing the Needle and the Needle Tubing

Step 1: Removing the Surveyor AS Needle Assembly

4Surveyor Autosampler Upgrade Guide Thermo Scientific

Figure 3. Needle tubing assembly (P/N 60053-60102S)

Step 1: Removing the Surveyor AS Needle Assembly

The Surveyor AS needle assembly consists of an integrated needle tubing and needle.

YTo remove the one-piece needle (with tubing) assembly

1. Set the XYZ arm of the autosampler to the needle removal position:

• For ChromQuest

From the Instrument Window, choose Control > Instrument Status. Click the

Surveyor AS tab. Click Diagnostics, and then click the Direct Control tab to open

the Direct Controls Dialog box. Select the Position Arm to Replace Needle direct

command, and then click Submit.

•For Xcalibur

From the Instrument Setup Window, choose Surveyor AS > Direct Commands to

open the Direct Commands Dialog box. Select the Needle Removal direct command

from the list, and then click Apply.

The XYZ arm moves to the front center of the tray compartment, and then the needle

descends to approximately one inch below its home position. Figure 4 shows the

XYZ arm set to the needle removal position.

Externally-threaded

flanged fitting

(connects to the

syringe valve)

Internally-threaded

fitting

(connects to the

needle assembly)

16.5 cm Needle tubing guide

(Not drawn to scale)

2 Installing the Needle and the Needle Tubing

Step 1: Removing the Surveyor AS Needle Assembly

Thermo Scientific Surveyor Autosampler Upgrade Guide 5

Figure 4. View of the XYZ arm in the needle removal position

2. To detach the needle from the needle mount, pull the needle latch forward, an then slide

the needle upward, out of the needle mount.

3. Detach the needle tubing from the bracket on the XYZ arm.

4. Send the XYZ arm to the back of the tray compartment:

• For ChromQuest

From the Instrument window, choose Control > Instrument Status. Click the

Surveyor AS tab. Click Diagnostics, and then click the Direct Control tab to open

the Direct Controls Dialog box. Select the Position Arm To Access Tray direct

command, and then click Submit.

•For Xcalibur

From the Instrument Setup window, choose Surveyor AS > Direct Control to open

the Direct Commands dialog box. Select the Position Arm To Access Tray direct

command, and then click Apply.

5. Pull the needle tubing forward to remove it from the bracket on the left wall of the tray

compartment. Figure 5 shows the location of the bracket.

The PVC retainer is the last item that secures the needle tubing within the

tray compartment.

Solvent tubing clamp XYZ arm in needle removal position

2 Installing the Needle and the Needle Tubing

Step 1: Removing the Surveyor AS Needle Assembly

6Surveyor Autosampler Upgrade Guide Thermo Scientific

6. Gently pull the needle tubing upward to release the retainer, and then remove the needle

assembly from the autosampler.

Figure 5. View of wall bracket and red retainer for needle tubing

7. Dismount the syringe drive assembly from its three mounting pins (see Figure 6). Do not

detach the syringe drive cable from the autosampler.

Figure 6. View of mounting pins for the syringe drive assembly

Wall bracket

PVC retainer

(red or black)

Needle tubing

CAUTION Wear gloves to avoid skin contact with the solvent contained in the needle

tubing.

2 Installing the Needle and the Needle Tubing

Step 2: Installing the Surveyor AS Plus Needle Assembly

Thermo Scientific Surveyor Autosampler Upgrade Guide 7

8. Remove the one-piece needle assembly from the right side of the syringe valve (see

Figure 7).

Figure 7. View of syringe valve, showing the needle tubing fitting

9. Remount the syringe drive assembly.

Step 2: Installing the Surveyor AS Plus Needle Assembly

YTo install the Surveyor AS Plus needle assembly

1. Set the XYZ arm to the needle removal position as described in “Step 1: Removing the

Surveyor AS Needle Assembly” on page 4.

2. Carefully slide the needle into the needle mount until the needle flag meets resistance,

and then push the latch nut backward (see Figure 8).

One-piece needle

assembly fitting

IMPORTANT Do not attempt to remove the needle unless the XYZ arm is in the

needle removal position. The needle removal position allows you to slide the needle

upward without bending it.

2 Installing the Needle and the Needle Tubing

Step 3: Installing the Surveyor AS Plus Needle Tubing Assembly

8Surveyor Autosampler Upgrade Guide Thermo Scientific

Figure 8. View of the needle assembly inserted in the needle mount

Step 3: Installing the Surveyor AS Plus Needle Tubing Assembly

YTo install the needle tubing assembly

1. Measure the length of the needle tubing between the end of the internally-threaded fitting

and the black shrink-wrap marker. The length should be approximately 16.5 cm (6.5 in.),

as shown in Figure 3.

2. Connect the internally-threaded fitting of the needle tubing assembly to the 10-32 nut of

the needle assembly.

3. Secure the needle tubing:

a. Thread the tubing through the XYZ arm bracket (under-over-under) as shown in

Figure 9. Allow sufficient play in the tubing (see step 1) so that the XYZ arm can

move freely within the tray compartment. The black shrink-wrap marker must be

cradled in the bracket.

Latch nut

Needle flag

2 Installing the Needle and the Needle Tubing

Step 3: Installing the Surveyor AS Plus Needle Tubing Assembly

Thermo Scientific Surveyor Autosampler Upgrade Guide 9

Figure 9. View of the needle tubing assembly attached to the needle assembly

b. Insert the two prongs of the needle tubing guide into the holes in the X-axis arm (see

Figure 11).

Figure 10. View of the needle tubing guide connected to the X-axis arm

c. Set the XYZ arm to the back of the tray compartment as described in step 4 on

page 5.

Internally-threaded

fitting

XYZ arm

bracket

2 Installing the Needle and the Needle Tubing

Step 3: Installing the Surveyor AS Plus Needle Tubing Assembly

10 Surveyor Autosampler Upgrade Guide Thermo Scientific

d. Slide the tubing into the bracket on the left wall of the tray compartment (see

Figure 11).

Figure 11. Interior view of the autosampler, showing the needle tubing guide and the

wall bracket

e. Push the PVC retainer (red or black) below the stainless steel Y-axis runner (see

Figure 5 on page 6.

f. Insert the tubing into the solvent tubing clamp on the front-left side of the

autosampler (see Figure 4 on page 5).

g. Attach the adhesive cable clamp to the front of the wash bottle bracket, and then slide

the needle tubing under the clamp (see Figure 12).

4. Connect the needle tubing into the right side of the syringe valve (see Figure 12).

X-axis lead screw

Needle tubing guide

Wall

bracket

2 Installing the Needle and the Needle Tubing

Step 3: Installing the Surveyor AS Plus Needle Tubing Assembly

Thermo Scientific Surveyor Autosampler Upgrade Guide 11

Figure 12. View of the needle tubing clamp and the syringe valve

5. After you install the needle tubing assembly, home the position of the XYZ arm:

• For ChromQuest

From the Instrument Window, choose Control > Instrument Status. Click the

Surveyor AS tab. Click Diagnostics, and then click the Direct Control tab to access

the Direct Controls Dialog box. Select the Go To Home direct command, and then

click Submit.

•For Xcalibur

From the Instrument Setup Window, choose Surveyor AS > Direct Commands to

open the Direct Commands Dialog box. Select the Set Arm To Home Position

direct command, and then click Apply.

The home position of the XYZ arm is directly behind the wash station.

Needle tubing

clamp

Needle tubing

connected to the

right side of the

syringe valve

Syringe valve

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Thermo Fisher Scientific Surveyor Plus Surveyor Autosampler User guide

Thermo Fisher Scientific Surveyor Plus Surveyor Autosampler User guide

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