Instrumentation Design, Installation,

and Maintenance Course

 

 

General

Course will be 5 days long, starting with an introduction to the subject and continuing on with the need for process measurements, which measurements are needed, what technology can we use to measure.  Control techniques are discussed, and interface methods between instrumentation and the control system is discussed.  System design, including details of the various types of instrument related drawings, is covered extensively.  Instrument Data Sheets are covered, including the reasons for each of the fields in the sheets.  Important items to consider when developing contracts for design, installation, calibration and maintenance of instrumentation systems, are discussed.  Recommendations, based on the instructor’s experiences, will be presented for discussion.  Pre-Instruction Exercises, daily written exercises, and a Post-Instruction Exercise, will be used to monitor if the information is being presented effectively.

 

 

Day 1:

            -Introduction of presenter and attendees

            -Pre instruction exercise

            -Outline of the course

o        Introduction of concepts, Definitions

o        Tank Example, Manual Control, Feedback, Deadtime

o        Involvement of Process Eng, Instrument Eng, Mech. Eng, Project Eng

o        Types of Process Measurements

o        Technologies of Measurement

o        Control Devices are also involved in instrumentation

o        Importance of Documentation, Design and As Built

o        Types of Documentation

o        Installation and Calibration of Instruments and Systems

o        Maintenance of Instrument and Control Systems

o        Control Systems, Safety Shutdown Systems, Fire and Gas Systems

-Process Measurements for control – various process equipment considered

-Technologies available for instrumentation, advantages and disadvantages

 

Day 2:

-Review of Day 1 information, questions, exercise discussion

-Isolation of instrument from process and environment - Standards

-Communication between instrument (or valve) and Control System - Protocols

-Advantages of Digital Communication - Asset Management

-Distributed Control Systems and Control Rooms

-Control Valves, Pressure Safety Valves, Shut Down Valves and monitoring them

 

Day 3:

            -Review of Day 2 information, questions, exercise discussion

            -The Design Process

o        Project Eng, Process Eng, Mgmt – Process Flow Drawing - Symbols

o        Process Eng, Instrument Eng, Mech. Eng – P&ID

o        Symbols Used

o        HAZOP

o        SIL Evaluation

o        Corporate Standards – Basis of Instrument Selection

o        Instrumentation Index

o        Instrument Data Sheets

o        Installation Drawings

o        Instrument Location Drawings

o        Wiring Drawings

o        Panel Layout and Connection Drawings

o        Loop Diagrams

o        Logic Diagrams

o        Squad Checks and Sign Offs

-Document Control and Management of Change

 

Day 4:

            -Review of Day 3 information, questions, exercise discussion

            -Instrument Purchase and Receiving

            -Installation of Instruments

            -Calibration, Loop Checkout and Documentation

o        Co-ordination with Electrical Cable Installation

o        Co-ordination with delivery of DCS/SIS/Electric Power

-DCS Factory Acceptance Tests, Site Acceptance Tests

-SIS Factory Acceptance Tests, Site Acceptance Tests

-System Integration Functional Tests

 

Day 5:

            -Review of Day 4 information, questions, exercise discussion

            -Maintenance schedules for control instrumentation

            -Maintenance schedules for Safety equipment

            -Documentation of Incidents – effects on maintenance

            -Design for maintenance, equipment selection, bypasses

            -Contract considerations for Installation, Calibration and Maintenance

            -Post-Instructional Exercise

            -Discussion and Questions