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Instrumentation & Process Control - Combo Training Course (3.5 days)

Course Information:

Course Description:  This popular training course is a combination of our Instrumentation and Calibration training course and our Process Controls & Loop Tuning training course. The course consists of approximately 2.5 days of Instrumentation & Calibration training, and 1 day of Process Control & PID Loop Tuning training.

This course is designed to provide the big picture for persons needing to understand or troubleshoot the full control loop (including the sensor, controller, and the process).

Students will setup, calibrate, configure, and tune various real-world  instrumentation and control loops on our pressure, temperature, and level training stations.

A heavy emphasis is placed on understanding the operation of the entire control loop, and understanding how the control loop is affected by the instrumentation and control components, and by the process.

Length:  3.5 days (2 to 5 days for custom onsite training)
Percent Hands-on: Approximately 50%
Training Equipment: Miscellaneous sensors, transmitters & calibration equipment; Temperature control loop stations; Pressure control loop stations; Dell laptop computers; Various controller units 
Pre-requisites:  Basic computer skills & basic electrical knowledge helpful.
Target Audience:  Operators, Electricians, Technicians, Engineers, and Managers
Textook:  Provided for each student:

Hardcover text book, approx 700 pages with hundreds of excellent color pictures & diagrams. Oriented at practical aspects of I&C field. Instrumentation 5th edition, by Kirk & Weedon. Amazon.com price approximately $140-$150.

Maximum Class Size:  10 students

Typical Course Topics (partial listing of topic areas, not in sequence):

Parts of the typical control loop
Process & Instrument Diagrams (P&ID's)
Commonly used process control signals
Signal quality terminology (accuracy, linearity, span, etc.)
Understanding purpose of standards (NIST, etc.)
Understanding the 4-20 milliamp current loop
Signal conversions
Calibration basics
Position and speed sensors
Temperature sensors (Thermocouples, RTD's, Thermistors, etc.)
Pneumatic and hydraulic pressure concepts
Pressure, force, and strain sensors
Level detectors
Fluid and gas flow concepts
Flow sensors
Typical problems in instrumentation systems
Smart instruments
Common Instrumentation networks
Troubleshooting instrumentation systems
Controller types
Controller setup concepts
Understanding process dynamics (dead-time, capacity, etc.)
On/Off control concepts
Control actuator basics (AC/DC/Stepper motors, hydraulic/pneumatic actuators, etc.)
Control valve concepts
Variable frequency drive basics (AC)
Variable speed drive basics (DC)
Common control system errors and problems
PID control systems basics
PID control details (windup, CV limiting, feedforward biasing, bumpless transfer, dead-bands, etc.)
PID control system advanced features
Controller tuning concepts and methods
Advanced control strategies (cascade, ratio, feed-forward, etc.)
Real world applications, common problems, issues, tips and tricks

Primary Skills Learned:

Troubleshoot and solve problems in Instrumentation systems
Improve overall control system performance (accuracy, consistency, productivity, efficiency, safety, etc.)
Understand physical concepts related to instrumentation systems
Troubleshoot and solve problems in control loops
Setup standard control loops
Methodically tune standard control loops
Logically diagnose control loop related problems
Apply advanced controller features to improve system performance

Typical Lab Exercises (partial listing, not in sequence):

Hookup various standard 4-20mA transmitters & actuators
Convert mA readings to percentages & scaled readings
Use a multifunction calibrator to simulate and read thermocouples and RTD sensors and trasmitters
Determine accuracy of transmitters & identify various instrumentation errors
Perform calibration checks & calibration adjustments on analog instruments
Develop & be able to read Process & Instrument Diagrams (P&ID's)
Hookup a thermocouple sensor & transmitter
Identify various issues & common problems associated with thermocouple systems
Measure RTD resistance & determine temperature (use & understand RTD resistance tables)
Configure / calibrate a SMART temperature transmitter using a HART communicator
Configure / calibrate a SMART Rosemount pressure transmitter using a HART communicator
Save & load configurations from HART communicators to/from SMART field transmitters
Calibrate an I/P (current to pressure) transmitter using the Fluke pressure calibrator
Run pressure control loop & experiment with proportional feedback (gain), offset, and integral values
Tune the pressure control loop (intuitively - trial & error / guided)
Tune the pressure control loop using various established tuning procedures & methods (Zeigler Nichols open/closed loop, etc)
Adjust tuning parameters to achieve various different tuning goals & criteria
Adjust deadband & observe effects
Observe effects of CV limits & reset windup issues
Observe feedforward feature of controller
Observe bumpless transfer feature of controller
Hookup speed control loop & test run in manual (test drive - get a feel for the loop)
Tune the speed control loop using various methods
Hookup and tune the temperature control loop using various methods, with various criteria & goals
Troubleshoot various problems in each control loop

This course is also available as onsite training at your location, to suit your organizational needs. Contact us or complete an onsite training cost worksheet for a quick, no obligation quote. 
If you have additional questions about our training, or would like more detailed information, please call us and we will be glad to answer your questions and help in any way that we can.
If you do not see the course you are interested in on the course schedule, please contact us and let us know which courses you are interested in and we will try to put together a course to suit your needs as soon as possible, or complete a course interest form to be automatically informed of courses meeting your specific criteria.
We offer a money-back satisfaction guarantee on all of our training services.

Telephone 800-642-8851 Email info@orion-training.com

Page Updated: July 12, 2011

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