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Presents Practical In strumentation for Automation Process and Control for Engineers and Technicians Web Site: http://www.idc-online.com E-mail: [email protected] IDC Technologies Technology Training that Works Copyright All rights to this publication, associated software and workshop are reserved. No part of this publication or associated software may be copied, reproduced, transmitted or stored in any form or by any means (including electronic, mechanical, photocopying, recording or otherwise) without prior written permission of IDC Technologies. Disclaimer Whilst all reasonable care has been taken to ensure that the descriptions, opinions, programs, listings, software and diagrams are accurate and workable, IDC Technologies do not accept any legal responsibility or liability to any person, organization or other entity for any direct loss, consequential loss or damage, however caused, that may be suffered as a result of the use of this publication or the associated workshop and software. In case of any uncertainty, we recommend that you contact IDC Technologies for clarification or assistance. Trademarks All terms noted in this publication that are believed to be registered trademarks or trademarks are listed below: IBM, XT and AT are registered trademarks of International Business Machines Corporation. Microsoft, MS-DOS and Windows are registered trademarks of Microsoft Corporation. Acknowledgements IDC Technologies expresses its sincere thanks to all those engineers and technicians on our training workshops who freely made available their expertise in preparing this manual. IDC Technologies Technology Training that Works Who is IDC Technologies? IDC Technologies is a specialist in the field of industrial communications, telecommunications, automation and control and has been providing high quality training for more than six years on an international basis from offices around the world. IDC consists of an enthusiastic team of professional engineers and support staff who are committed to providing the highest quality in their consulting and training services. The Benefits to you of Technical Training Today The technological world today presents tremendous challenges to engineers, scientists and technicians in keeping up to date and taking advantage of the latest developments in the key technology areas. • The immediate benefits of attending IDC workshops are: (cid:127) Gain practical hands-on experience (cid:127) Enhance your expertise and credibility (cid:127) Save $$$s for your company (cid:127) Obtain state of the art knowledge for your company (cid:127) Learn new approaches to troubleshooting (cid:127) Improve your future career prospects The IDC Approach to Training All workshops have been carefully structured to ensure that attendees gain maximum benefits. A combination of carefully designed training software, hardware and well written documentation, together with multimedia techniques ensure that the workshops are presented in an interesting, stimulating and logical fashion. IDC has structured a number of workshops to cover the major areas of technology. These courses are presented by instructors who are experts in their fields, and have been attended by thousands of engineers, technicians and scientists world-wide (over 11,000 in the past two years), who have given excellent reviews. The IDC team of professional engineers is constantly reviewing the courses and talking to industry leaders in these fields, thus keeping the workshops topical and up to date. IDC Technologies Technology Training that Works Technical Training Workshops IDC is continually developing high quality state of the art workshops aimed at assisting engineers, technicians and scientists. Current workshops include: Instrumentation and Control (cid:127) Practical Automation and Process Control using PLC’s (cid:127) Practical Data Acquisition using Personal Computers and Standalone Systems (cid:127) Practical On-line Analytical Instrumentation for Engineers and Technicians (cid:127) Practical Flow Measurement for Engineers and Technicians (cid:127) Practical Intrinsic Safety for Engineers and Technicians (cid:127) Practical Safety Instrumentation and Shut-down Systems for Industry (cid:127) Practical Process Control for Engineers and Technicians (cid:127) Practical Programming for Industrial Control – using (IEC 1131-3;OPC) (cid:127) Practical SCADA Systems for Industry (cid:127) Practical Boiler Control and Instrumentation for Engineers and Technicians (cid:127) Practical Process Instrumentation for Engineers and Technicians (cid:127) Practical Motion Control for Engineers and Technicians (cid:127) Practical Communications, SCADA & PLC’s for Managers Communications (cid:127) Practical Data Communications for Engineers and Technicians (cid:127) Practical Essentials of SNMP Network Management (cid:127) Practical FieldBus and Device Networks for Engineers and Technicians (cid:127) Practical Industrial Communication Protocols (cid:127) Practical Fibre Optics for Engineers and Technicians (cid:127) Practical Industrial Networking for Engineers and Technicians (cid:127) Practical TCP/IP & Ethernet Networking for Industry (cid:127) Practical Telecommunications for Engineers and Technicians (cid:127) Practical Radio & Telemetry Systems for Industry (cid:127) Practical Local Area Networks for Engineers and Technicians (cid:127) Practical Mobile Radio Systems for Industry Electrical (cid:127) Practical Power Systems Protection for Engineers and Technicians (cid:127) Practical High Voltage Safety Operating Procedures for Engineers & Technicians (cid:127) Practical Solutions to Power Quality Problems for Engineers and Technicians (cid:127) Practical Communications and Automation for Electrical Networks (cid:127) Practical Power Distribution (cid:127) Practical Variable Speed Drives for Instrumentation and Control Systems Project & Financial Management (cid:127) Practical Project Management for Engineers and Technicians (cid:127) Practical Financial Management and Project Investment Analysis (cid:127) How to Manage Consultants Mechanical Engineering (cid:127) Practical Boiler Plant Operation and Management for Engineers and Technicians (cid:127) Practical Centrifugal Pumps – Efficient use for Safety & Reliability Electronics (cid:127) Practical Digital Signal Processing Systems for Engineers and Technicians (cid:127) Practical Industrial Electronics Workshop (cid:127) Practical Image Processing and Applications (cid:127) Practical EMC and EMI Control for Engineers and Technicians INFORMATION TECHNOLOGY (cid:127) Personal Computer & Network Security (Protect from Hackers, Crackers & Viruses) (cid:127) Practical Guide to MCSE Certification (cid:127) Practical Application Development for Web Based SCADA IDC Technologies Technology Training that Works Comprehensive Training Materials Workshop Documentation All IDC workshops are fully documented with complete reference materials including comprehensive manuals and practical reference guides. Software Relevant software is supplied with most workshop. The software consists of demonstration programs which illustrate the basic theory as well as the more difficult concepts of the workshop. Hands-On Approach to Training The IDC engineers have developed the workshops based on the practical consulting expertise that has been built up over the years in various specialist areas. The objective of training today is to gain knowledge and experience in the latest developments in technology through cost effective methods. The investment in training made by companies and individuals is growing each year as the need to keep topical and up to date in the industry which they are operating is recognized. As a result, the IDC instructors place particular emphasis on the practical hands-on aspect of the workshops presented. On-Site Workshops In addition to the quality of workshops which IDC presents on a world-wide basis, all IDC courses are also available for on-site (in-house) presentation at our clients premises. On-site training is a cost effective method of training for companies with many delegates to train in a particular area. Organizations can save valuable training $$$’s by holding courses on-site, where costs are significantly less. Other benefits are IDC’s ability to focus on particular systems and equipment so that attendees obtain only the greatest benefits from the training. All on-site workshops are tailored to meet with clients training requirements and courses can be presented at beginners, intermediate or advanced levels based on the knowledge and experience of delegates in attendance. Specific areas of interest to the client can also be covered in more detail. Our external workshops are planned well in advance and you should contact us as early as possible if you require on-site/customized training. While we will always endeavor to meet your timetable preferences, two to three months notice is preferable in order to successfully fulfil your requirements. Please don’t hesitate to contact us if you would like to discuss your training needs. IDC Technologies Technology Training that Works Customized Training In addition to standard on-site training, IDC specializes in customized courses to meet client training specifications. IDC has the necessary engineering and training expertise and resources to work closely with clients in preparing and presenting specialized courses. These courses may comprise a combination of all IDC courses along with additional topics and subjects that are required. The benefits to companies in using training is reflected in the increased efficiency of their operations and equipment. Training Contracts IDC also specializes in establishing training contracts with companies who require ongoing training for their employees. These contracts can be established over a given period of time and special fees are negotiated with clients based on their requirements. Where possible IDC will also adapt courses to satisfy your training budget. References from various international companies to whom IDC is contracted to provide on-going technical training are available on request. Some of the thousands of Companies world-wide that have supported and benefited from IDC workshops are: (cid:127) Alcoa (cid:127) Allen-Bradley (cid:127) Altona Petrochemical (cid:127) Aluminum Company of America (cid:127) AMC Mineral Sands (cid:127) Amgen (cid:127) Arco Oil and Gas (cid:127) Argyle Diamond Mine (cid:127) Associated Pulp and Paper Mill (cid:127) Bailey Controls (cid:127) Bechtel (cid:127) BHP Engineering (cid:127) Caltex Refining (cid:127) Canon (cid:127) Chevron (cid:127) Coca-Cola (cid:127) Colgate-Palmolive (cid:127) Conoco Inc (cid:127) Dow Chemical (cid:127) ESKOM (cid:127) Exxon (cid:127) Ford (cid:127) Gillette Company (cid:127) Honda (cid:127) Honeywell (cid:127) Kodak (cid:127) Lever Brothers (cid:127) McDonnell Douglas (cid:127) Mobil (cid:127) Modicon (cid:127) Monsanto (cid:127) Motorola (cid:127) Nabisco (cid:127) NASA (cid:127) National Instruments (cid:127) National Semi-Conductor (cid:127) Omron Electric (cid:127) Pacific Power (cid:127) Pirelli Cables (cid:127) Proctor and Gamble (cid:127) Robert Bosch Corp (cid:127) Siemens (cid:127) Smith Kline Beecham (cid:127) Square D (cid:127) Texaco (cid:127) Varian (cid:127) Warner Lambert (cid:127) Woodside Offshore Petroleum (cid:127) Zener Electric. IDC Technologies Technology Training that Works Contents Preface xi 1 Introduction 1 1.1 Basic measurements and control concepts 1 1.2 Basic measurement performance terms and specifications 2 1.3 Advanced measurement performance terms and specifications 3 1.4 Definition of terminology 6 1.5 Process and Instrumentation Diagram symbols 8 1.6 Effects of selection criteria 11 1.7 Measuring instruments and control valves as part of the overall control system 22 1.8 Typical applications 23 2 Pressure Management 25 2.1 Principles of pressure management 25 2.2 Pressure sources 26 2.3 Pressure transducers and elements – mechanical 28 2.4 Pressure transducers and elements – electrical 38 2.5 Installation considerations 44 2.6 Impact on the overall control loop 47 2.7 Selection tables 48 2.8 Future technologies 50 3 Level Measurement 51 3.1 Principles of level measurement 51 3.2 Simple sight glasses and gauging rods 52 3.3 Buoyancy type 54 3.4 Hydrostatic pressure 56 3.5 Ultrasonic measurement 65 3.6 Radar measurement 70 3.7 Vibration switches 71 3.8 Radiation measurement 72 3.9 Electrical measurement 78 3.10 Density measurement 89 3.11 Installation considerations 91 3.12 Impact on the overall control loop 91 3.13 Selection tables 93 3.14 Future technologies 95 4 Temperature Measurement 97 4.1 Principles of temperature measurement 97 4.2 Thermocouples 98 4.3 Resistance Temperature Detectors 110 4.4 Thermistors 118 4.5 Liquid-in-glass, filled, bimetallic 122 4.6 Non contact pyrometers 130 4.7 Humidity 133 4.8 Installation considerations 135 4.9 Impact on the overall control loop 136 4.10 Selection tables 137 4.11 Future technologies 139 5 Flow Measurement 141 5.1 Principles of flow measurement 141 5.2 Differential pressure flowmeters 146 5.3 Open channel flow measurement 160 5.4 Variable area flowmeters 165 5.5 Oscillatory flow measurement 167 5.6 Magnetic flowmeters 179 5.7 Positive displacement 185 5.8 Ultrasonic flow measurement 189 5.9 Mass flow meters 192 5.10 Installation considerations 198 5.11 Impact on overall control loop 199 5.12 Selection tables 201 5.13 Future technologies 202 6 Control Valves 205 6.1 Principles of control valves 205 6.2 Sliding stem valves 206 6.3 Rotary valves 220 6.4 Control valve selection and sizing 225 6.5 Control valve characteristics/trim 228 6.6 Control valve noise and cavitation 234 6.7 Actuators and positioners operation 237 6.8 Valve benchset and stroking 241 6.9 Impact on the overall control loop 242 6.10 Selection tables 243 6.11 Future technologies 244 7 Other Process Considerations 247 7.1 The new smart instrument and field bus 247 7.2 Noise and earthing considerations 253 7.3 Materials of construction 263 7.4 Linearisation 264 8 Integration of the System 267 8.1 Calculation of individual instruments and total error for the system 267 8.2 Selection considerations 270 8.3 Testing and commissioning of the subsystems 273 8.4 Linearisation 264 9 Weightometers 277 9.1 Introduction 277 9.2 Weightometers 284 9.3 Calibrating and testing weightometers 289 9.4 Operator checks 293 9.5 Other types of weightometers and weighing systems 294 9.6 Electrical disturbances for weighing systems 304 Appendix A Thermocouple Tables 307 Appendix B Process Instrumentation Practical Exercises 383 Appendix C Ultrasonic Level Measurement 405 Appendix D Multiple Choice Questions 443 Appendix E Practical Exercises for Equipment Kit A 449 Appendix F Practical Exercises for Equipment Kit B 493