Intech October 2023 Issue
Intech October 2023 Issue
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OCTOBER 2023 | VOL 70, ISSUE 5
FEATURES
INDUSTRY 4.0
ASSET MANAGEMENT
51 Association News
oop
L Sheets ISAAutomaDon andeadership
L Conference Brings
By John Robert Davis and Graham Nasby TopTech Experts to Coqorado Springs
etaiqed
D drawingsconformingtothe
55 The Last Word
ANSIFISAJ:Jdnstru
I mentaDon By Jack Smith
SymboqsanddenDI ficaDondstandard The vEoqving Language ofAutomaDon Engineering
showhowaqqdevicesandequipment
arewiredtothecontroqsystem:
Editoriaq and adverD sing offices are at S: M iami B ou qevardd Su ite d D u rhamd N C 8
phone J Js 8 emaiq info‘isa:org.
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INDUSTRY 4.0
What Control
Engineers Should
Know About
Industry 4.0
System Modelling & State Simulation Cyber Physical Robotics AI, Big Data,
Analysis Simulation Estimation Systems Analytics
USES
Optimal Adaptive Linear Nonlinear Intelligent Internet Augmented 5g & Cloud Additive Data Block-
Control Control Control Control Control of Things Reality Computing Manufac- Security chain
turing
Figure 1. Control engineering uses technologies or techniques like systems analysis, modeling/simulation
and state estimation to perform or enable various types of control. Similarly, Industry 4.0 uses its core
technologies and techniques to enable new technologies that can be applied to manufacturing and
industrial processes as well as to consumer products, financial services and more.
Negative Feedback
The important building blocks in a control system are sensor, actuator, and controller. They are
arranged in a feedback loop, comparing the process variable to a desired setpoint.
But the truth is more compqex:The differ J SimuqaD ond roboD cs andAIFdata anaqyD cs
ent mathemaDcaq modeqs that underqie a are being not just to produce smart phone
simuqaDon need to be disD nguished:Are they ordeqiveryrobotsd but theyare being used
dynamic modeqs reqaD ng to the driving ofa within manufactured products:
vehicqe5Are theymodeqqing the bodyofa car5
O n that pointd I ndu stry : is simiqar
The first concerns controq engineeringd the
to controq engineering: I n the au tomobiqe
second does not.
indu stryd for ex ampqed I ndu stry : tech J
The narrow aspect of indiv idu aq controq noqogies and concepts affect the actu aq
strategies separates them from the broad manu factu re and assembqy of cars: B u t
appqicaD on of new I ndu stry :Jreqated tech J >controq engineering? in the au tomotiv e
noqogies qike I nternet of Thingsd au gmented indu stry often concerns the dev eqopment of
reaqityd G Fcqou d compuD ng and the rest: aqgorithms for speed controqd shock absorp J
I n factd u nqike controq engineeringd I ndu stry tiond and so on w ithin the carffiw hich is not
: has gained so mu ch tracD on that it has necessariqy reqated to the produ ction of the
entered the consciou sness of the generaq v ehicqes:
pu bqic: A s the new technoqogiesf spaw n are
It is impossibqe to qist aqq the appqicaD ons of
appqied to more than ju st indu striaq produ c J
controq in everyIndustry : technoqogy:The
D ond the term has grow n beyond its originaq
reason is not onqythe fuz ynature ofIndustry
definiD on:
: definiD onsd but aqso the compqex struc J
or
F exampqed a ceqq phone app that aqqows ture ofmodern producD on technoqogyand
you to book an apartment inyourcityor the different appqicaD ons ofcontroq specific
autonomous robots deqivering food orpack J to differentverD caq industries: So herewe
ages is not an exampqe ofthe qatest industriaq wiqq examine one metaqs industryexampqe
revoquDon: But theirdeveqopers are using the forwhich controq engineering is cruciaq9
Industry : technoqogies to enabqe them: steeqmaking:
Figure 2. The steelmaking process is made up of continuous processing steps sequenced that require
a large amount of energy and thus integration with the electricity grid. Source: Journal of Cleaner
Production4?
coqd roqqing miqq: The su rface of the sheets and controq ofthe motorspeed:Whiqe these
is fu rther treated chemicaqqy and mechani J individuaq controq objecD ves are achieved
caqqy before storing them in a w arehou se with feedback asweqq as feedforward controq
for fu rther u se in carsd shipsd or hou sehoqd strategiesd there is aqso a need formuqD vari J
appqiances: B ecau se of the qarge and precise ate controq as an overarching strategyin the
amou nts of energy requ iredd the stages of coqd roqqing miqq 5.
the steeqmaking process requ ire integraD on
The controq aspectsffiimpqemented in an in J
w ith the eqectricity grid:
dustriaq controq systemffiinteract directqywith
Aqq the processing stepsd from meqt shop to the process:Theyare shown at the bottom
warehoused require individuaq controq soqu J ofFigure : OtherautomaD on soquD ons that
Donsd as shown in Figure : invoqve feedback eqements and decision mak J
Controq in conD nuous casD ng is reqated to ing overdifferent D me scaqes are depicted on
the qeveq ofmoqten steeq as the qadqe is emp J top ofthe basic controq qayer:
Ded into the tundish: Controqqing the qeveq is or
F exampqedscheduqingsoquDonscaqcuqate
criDcaq forhighJquaqitysteeq anddwhiqe qeveq whichbatchwiqqbeproducedatwhatDme
controq is a standard appqicaD ond it is hard to onaspecifiedpieceofequipment:nergy
E
measure the qeveq in the tundish and empty managementsoquDonsareconcernedwith
the qadqe according to the controq instrucD on: managingtheoveraqquseofeqectricityor
Hot and coqd roqqing miqqs aqso require con J othersourcesofenergysuchasheat:nomaqy
A
troq ofthe mass flowd the gap ofthe roqqersd detecDonisimportantforquaqitymanagement
Planning
Anomaly detection
Energy Management
Figure 3. The typical automation applications in steel manufacturing are shown in orange over the
various process steps, shown in blue.
>digitaqizaDon?ofprocesses
andtheresuqDngavaiqabiqityd
interchangeabiqitydandcon J
necDity
v ofinformaDon:ne
O
niD
u ngaspectofndu
I stry: Mechanization Electrification Computerization Cyber-physical
Systems
technoqogiesisconnecDity
v :
tI isnowpossibqetoconnect In each industrial revolution, new disruptive technologies appeared and paved
machinesandoperaDonaq the way for a new wave of innovations. When the effect of the innovations was
systemsdqocaqqyandremoteqyd large enough, it revolutionized the norm of how things were seen and done.
VerDcaqandhorizontaqintegraDonrequires importantintheeraofndu
I stry::
qearn about software required to exchange that controq engineering is an u nderqy ing
informaDonwithd forexampqed a scheduqing technoqogy of I ndu stry :: How everd it is
soquDon system5We need newdegrees to not cited as an u nderqy ing piqqar in presenta J
deaqwith chaqqenges in automaD on:An under J D ons on I ndu stry :d u nqiked for ex ampqed
standing ofIndustry : and controq engineer J simu qaD on or roboD cs:
ing is required ifwe reaqqywant to reap the
One couqd argue that controq is such a
benefit ofthis newrevoquD ond understanding
fundamentaq engineering science that it
aqq aspects ofproducD on systems and soft J
contributes to aqq the different technoqogies
ware impqementaDon:
ofIndustry :: But the reaq reason couqd
simpqybe the poorunderstanding ofcontroq
Final Thoughts among poqicymakers: Controq engineering
How do controq engineering and I ndu stry :
bodies shouqd tryharderto push the topic
reqate5 I n this arD cqe w e have demonstrated
into the generaq pubqic: One approachwouqd
be to parD cipate more in industriaq forums
ABOUT THE AUTHORS and standardizaD on bodies towork against
Charlotta Johnsson Pcharqotta:
the aqarming trend ofincreasing disconnect
johnsson‘controq:qth:
between controq engineering and industry .
seQ is a professorat the
department ofAutomaDc tA the same D med controq engineers are
Controqd and the Rektor sought afterbyindustryd especiaqqyas they
ofCampus Heqsingborg at
venture into different domains: Controq
uLnd University: She is aqso the chairofISOF
engineers have aversaD qed appqicabqed and
TC s F SC on Interoperabiqityd integraDond
comprehensive skiqq set:Theirskiqqs incqude
and architecture forenterprise systems and
automaDon: anaqysisd simuqaD ond opD mizaD ond and data
anaqyD cs:These are soughtJafterin the
Margret Bauer PMargret.
context ofIndustry ::
Bauer‘hawJhamburg:
deQ is professorofprocess It often happens that controq engineersffi
automaDon at WHA academics incqu dedffistart in one controq
Hamburgd and LiseJMeitner area and then move ou tside of w hat is tradi J
professorat the Department
D onaqqy u nderstood as >controq:? I ndu stry :
ofAutomaDc Controq at uLnd University:
reqies on controq engineering know qedge and
Kristian Soltesz PkrisDan‘ skiqq setsd w hiqe controq remains a fou ndaD on
controq:qth:seQ is an associate of many of its driv ing technoqogies: With
professorat the Department
the advent of I ndu stry :d the incqu sion of
ofAutomaDc Controq at uLnd
controq in the sy qqabu s of variou s engineer J
University:
ing discipqines is more important than ever
before:
https9FFen:wikipedia:orgFwikiFCyberJphysicaqMsystem
5 Jelali, M. (2007). Performance assessment of control systems in rolling mills–application to strip thickness and flatness control.
Journal of Process Control, 17(10), 805-816.
6 Morid Ld SaqehdT:d Seqqschopd RdVan Hoeyd M:d s: Unqocking the digitaq opportunityin metaqs: McKinseyMetaqs and Min J
ing PracDce:
Johnsson C:d Brandq :D P Q9 >Beyond the pyramid9 Using ISA forIndustry :FSmart Manufacturing?d Published in ISA
ISA InTechd pp: Jd October :
s Harjunkoskid I:d h Bauerd R: P Q: Sharing data forproducD on scheduqing using the ISAJ standard: Frontiers in Energy
Research, 2d :
Bauerd M:d uLcked M:dJohnssond C:d Harjunkoskid I:d h SchqakedJ: C: PrQ: KPIs as the interface between scheduqing and
controq:IFAC-PapersOnLine, 49PQd rsJr:
ItodT:d Caod Z:d Maegawad K:d Eimaedad N: and SaitodT: P Q: Use ofAI to enhance steeq producDonvaque chain: Hitachi
Reviewd70 PQd J:
11 L indhoqmdA : PQ: Utility disturbance management in the process industry PDoctoraq dissertaDond Department ofauto J
maDc controqd uLnd UniversityQ:
12 Bau erd M :d HorchdA :d Xied L :dJeqaqid M :d hThornhiqqd N : PrQ:The cu rrent state of controq qoop performance monitoringKa
approach forconstraint anaqysis: Industrial & engineering chemistry research, 46PQd sJs: SchferdJ:d h CinardA:
PQ: MuqDvariabqe MPC system performance assessmentd monitoringd and diagnosis: Journal of process control, 14PQd
J:
SamaddT:dauB erd:d
M ortoffd
B S:diD airanod
C S:dagianod
F :d
L dgaardd
O P:F:d:::hSossehdR:PQ:ndu
I stryengagementith
w
controqresearch9erspecD
P ev andmessages: Annual Reviews in Control, 49dJ:
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DATA ANALYTICS
Remoteonitoring
M
forAssetReqiabiqity
Once field devices gather the data, consider
these four strategies for remote analytics.
By Brian Dubaskas and Navin Rajashekar more efficient than anD cipated:As pqants
impqemented remote systemsd theysawthat
theywere abqe to consoqidate resourcesd
tA the end ofthe COVIDJ pandemicd many empowering a smaqqergroup ofpeopqe to
process manufacturers qearned an unex J monitorand maintain assetsd processesd and
pected qesson9 underthe right condiD onsd software overawidergqobaq aread aqqwithout
targeted remotework can be significantqy increasing costs due to traveq:
erhaps
P even more importantqyd as the mean it can be aqqowed to run to faiqure:The
pandemicwaned and fewerpeopqe than ex J earqiertechnicians detect probqemswith an
pected returned to the process manufactur J assetd the qowerthe maintenance cost to
ing sectordue to reD rements and personneq fix it:or
F exampqed ifa team sees a motor
shortagesd organizaD ons qearned that in many bearing beginning to faiq and doesnft actffior
casesd remotework freed theirqimited staffto worsed is not aware ofthe flawin the first
focus on highvaque tasks: pqaceffitheyrisk the enD re motorfaiqingd a
coupqing breakingd ora fire:
Aresuqt ofthis change has been a shift in
thewaymanyorganizaD ons handqe machine To avoid these types ofprobqemsd baqance
reqiabiqityanaqysis: More than everbefored ofpqant assetswere typicaqqymonitored
pqants are turning to remote anaqysis pro J through manuaq roundsffia D meJconsuming
grams to suppqement orrepqace onsite ma J processwhere an individuaqwouqdvisit each
chineryheaqth monitoring:or
F some pqantsd assetwith a handheqd device and recordvi J
remote anaqysis is a more costJeffecD veway braD on readingsd then return to the office and
to conDnue the machineryheaqth monitoring anaqyze the data:Teamswouqd set aqarms to
theyhave qong reqied upon:or
F othersd it is a
doorwayto improved operaD on thatwouqd
Organizations expect their
be otherwise out ofreach:
plant staff to collect data
In eithercased understanding thevaque of
remote anaqysis and foqqowing fourkeystrate J
from balance of plant assets,
gies to impqementaD on are criD caq to geDfing analyze it quickly, and solve
the most out ofanyremote anaqysis program:
problems before they interrupt
The value of remote analysis production, all with fewer
Historicaqqyd majorassets in a pqantffithose people.
most essenDaq to operaD on orthosewith
the potenDaq to create safetyhazards upon noD fythem ofprobqems detected in the data
faiqureffiwouqd be equippedwith an onqine coqqected from rounds: Howeverd this system
monitoring system:And pqants that had was not efficient: In manycasesd bythe
enough equipment towarrant muqD pqe D me a handheqd device detected a probqem
systems often empqoyed a fewanaqysts on severe enough to triggeran aqarmd significant
theirreqiabiqityteam: damagewas aqreadydone:The soquD onwas
reacD ved not predicD ve:
Howeverd baqance ofpqant assetsffithose
that are important to efficient operaD on but To compqicate things furtherd todayfs pqants
not criDcaqffisD qq require monitoring: Highqy operate in a highqycompeDD ve environment
efficient reqiabiqityteams recognize that just where peak efficiencyis criD caq to profit J
because an asset is qess criD caqd it does not abiqityd safetyd and sustainabiqity:As a resuqtd
ortu
F nateqydwireqess technoqogyenabqes
1
reqiabiqityteams to cost effecD veqyimpqement
as manyvibraDon measuring points as they
needdwithout expensive hardwiringd and em J
powers them to coqqect the data conD nuousqy
Collect the right data
RemotedataanaqyDcsdoesnotrequire
without the need to commitvaquabqe person J
extensivewireqessmonitoringsoquDons:tI is
neq towaqkarounds: Due to this paradigm
possibqetocoqqectdataforaremoteanaqyDcs
shift in reqiabiqitymonitoringd todayd more
programusingscheduqedmanuaqroundswith
data is coqqected in pqants than everbefore:
ahandheqdanaqyer:
z TeamscoqqecDngdata
But this newnormaq creates its own viamanuaqroundsmustensuretheycoqqect
set ofprobqems: Massive amounts ofdata consistentdata:or
F exampqedifatechnicianis
provide qittqevaque iftheycannot be turned coqqecDngdataon>motoroutboardhorizontaqd?
into acDonabqe informaD on: Reqiabiqityteams thedatamustbecoqqectedfromthesame
have significantqymore data to anaqyzed but spoteachDmedataskthatcanbeparDcuqarqy
theyhave feweranaqysts to accompqish that difficuqttoaccompqishifseveraqdifferent
work:Anaqysts have an increasingqyniched techniciansaqternateontheroute:
speciaqizedd and expensive skiqqsetd making
One strategyto ensure consistent coqqec J
them hard to findd and even harderto retain:
D on ofdata is to mark the qocaD on forcoq J
Consequentqyd manypqants have a massive
qecD on on each asset to remove guesswork:
investment in data coqqecD on infrastructured
Howeverd an even betterstrategyis to create
without an efficientwayto turn this data into
comprehensive training to ensure every
acDonabqe informaD on:
technician knows exactqyhowto coqqect
Remote anaqysis is the soquD on to this dataffiwithout significantvariaD onffion every
probqem:Teams impqemenD ng a remote asset in the pqant: Such a training pqan shouqd
anaqysis soquDon send theirdata to anaqyD cs beweqq documented so newtechnicians can
experts: Ifthese experts are internaqd theycan be brought up to speed as quickqyas possibqe:
provide anaqysis formuqD pqe sites: Iftheyare
or
F teams usingwireqess condiD on moni J
externaqd theytypicaqqyprovide anaqysis fora
toringd coqqecD ng data is significantqyeasier:
widevarietyoforganizaD ons:
Withwireqess triaxiaq sensorsd as qong as
Ateam can choose to do thiswith aqq their the device is instaqqed at the right qocaD onffi
datad oreven use such a soquD on to augment typicaqqyas cqose to the bearing as pos J
the anaqysis theyare aqreadyperforming sibqeffiteamswiqq knowtheyare geDfing the
right reading each D me: In addiD ondwireqess preparing them to idenD fyroot cause ofthe
sensors ensure that readings are takenwhere most compqex probqems:
theyare neededwithout faiq and ensure
consistencyoftesD ng scheduqe: Regardqess of
howbusythe staffis on a given dayorwho is
80% or more of the day-
out ofthe pqantd the right datawiqq come in at to-day asset problems in a
the rightDme: typical process plant will
One otherkeystep in coqqecD ng the right likely be the most common
data is performing a criD caqityassessment to
ones: balance, misalignment,
ensure the team is receiving the correct data:
SafetyJcriDcaq assets and those that interrupt under-lubrication, etc. 20%
producDonwiqq be the most important and of problems, due to their
wiqq qikeqybe covered bymore compqex sys J
complexity, typically will be
tems: But forbaqance ofpqant assetsd idenD fy J
ingwhich systems have sparesdwhich have far more time-consuming to
the most impact on producD ondwhich are the analyze.
costqiest to repaird and more can heqp teams
determine data coqqecD on frequencyforeach
machine to ensure theyare not overqoaded In a typicaq process manufacturing pqantd
with data ortaxing thewireqess network: sw ormore ofthe dayJtoJdayasset prob J
qems qikeqywiqq be the most common ones9
baqanced misaqignmentd underJqubricaD ond etc:
2
Have the right team perform
These probqemswiqq be easyfornearqyany
anaqyst to idenD fyand isoqated and then heqp
pqant personneqwith resoquD on: Howeverd the
analysis other w ofprobqemsd due to theircompqex J
Assuming remote anaqysis cannot be ityd typicaqqywiqq be farmore D meJconsuming
performed in house due to a qack ofquaqi J to anaqyzed andwiqq require deep experD se
fied personneqd the next step is choosing a forresoquD on:Areqiabiqityteam using remote
providerforremote anaqysisd and it is criD caq anaqysis to drive efficiencyneeds someone
to have experienced peopqe reviewthe who can soqve such probqems quickqy:
TeamsaqsoneedaccesstodeeperanaqycD
3
Insist on meaningful reports
detaiqsdsuchasspectrumdavw eformdimpacDngd
orotherariabqes
v necessarytoidenDfyprob
qems:Whiqenoteveryteamiqq
w ant
w orneed
J
suchdeepdatadpqantsith
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w
The most meaningfuq reports from a remote
requireaccesstotheinformaDontheyneedto
anaqyDcs groupwiqq idenD fyprobqems and
makekeydecisionsabouttheirassets:
do so in awaythat fits the needs ofawide
varietyofstakehoqders:Teams need different erhaps
P most importantqyd reports shouqd
reports foreach roqe:or
F exampqe9 not just qist asset heaqthd but aqso provide ac J
D onabqe informaD on to resoqve probqemsd and
z Areport that an onsite anaqyst can exam J
the reasoning behind those decisions:Teams
ine and evaquate:
shouqd be abqe to read a report and know
z Areport that a technician can qook at to
exactqywhat to do to soqve the probqems that
guide his orheracD ons:
must be addressed:
z Areport that a managercan expqore to
track and trend reqiabiqityand performance: oreov
M erdtheyshouqdaqsohaveaayw to
First and foremostd anaqyD cs reports providefeedbacksotheycanreportwhatthey
shouqd quickqyand easiqyidenD fyprobqems findwhentheyperformrepairs:rmed
A with
and drawfocus towhat needs to be done thatinformaDondremoteanaqystscancqosethe
first:The best reports provide a simpqe qooponprobqemsdensuringcorrecDev acDons
>greendyeqqowd red?viewofasset status to resuqtedinexpectedoutcomes:
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qookforandaskingtherightquesDons:
tuB hiqe
w thepatternrecogniDonstrategies
inare
IA sefu
u qforfastresuqtsdtheycanaqso Figure courtesy of Emerson
Navin Rajashekar is a director of gqobaq serv ices at Emersonfs Reqiabiqity SoquD ons
bu sinessd responsibqe for ensu ring the su ccessfu q depqoy ment of asset condiD on
monitoring soquD ons: At Emersond Nav in has heqd a variety of roqesd incqu ding
director of gqobaq serv ices: He hoqds a B S degree in C hemicaq Engineering from
Worcester Poqy technic I nsD tu ted and an M B A degree from the University of Tex as
in Au sD n:
Pressure Transmitters:
Improving Diaphragm
Seal Maintenance
By Nicole Meidi
Level measurement systems
and other applications
benefit from improved
flushing ring designs.
Diaphragm seaq pressure transmitters are This arD cqe discusseswhat flushing rings
commonpqace across industry:Whether ared outqines the qatest design improvementsd
theyconsist ofan integraq orremote seaq and detaiqs benefitswhen theyare used in
configuraDond theyoffera reqiabqewayto qeveq measurement systemsdwhich is the
measure pressure and qeveq in awidevariety most common appqicaD on:
ofappqicaDons:Whiqe the specificaD on of Aflushing ring is posiD oned between the
properdiaphragm seaqs and capiqqaries isweqq diaphragm seaq and a tank connecD ond as
documentedd flushingFcaqibraD on ring seqec J shown at the top ofthis arD cqe:These rings
Don is often qess understood: can be made ofavarietyofmateriaqs and
typicaqqyhave one ormore process connec J Whiqe qess expensive iniD aqqyd standard
Don portsd each serving avarietyoffuncD ons: types offlushing rings require the userto
specifythe correct piping andvaqve compo J
Ifpqugging andFormateriaq buiqd up is a
probqem in the tank nozzqed the ports on the nentsd and ensure the materiaqsd OJringsd and
flushing ring can be used to inject airdwaterd pressure and temperature raD ngs are appro J
orsoqvent to cqean the face ofthe diaphragm priate forthe appqicaD on:Theyaqso require
seaq and cqearanydeposits that maybe onJsite assembqyand have muqD pqe potenD aq
The compactd integraqvaqve design ofthis difference ofthe two readings to determine
newtype offlushing ring qets it fit in much the resuqD ng head pressuredwhich is con J
Dghterspaces than a tradiD onaq flushing ring: verted to tank qeveq using the same method
discussed previousqyPFigure Q:
Flushing rings in action
Fqushing rings are someD mes referred to
One main differenD aq pressure appqicaD on
as caqibraD on rings because theyenabqe easy
is measuring the qeveq ofprocess media in a
caqibraD on ofthe qeveq transmitterwithout
tank: Ifthe tank isventedd the transmitteris
taking the tank out ofservice: CaqibraD on ofa
typicaqqyinstaqqed at its base to detect head
differenD aq pressure transmitterrequires the
pressure:This pressure reading is converted
upperseaq to bevented and removed from
to qeveq based on the specific gravityofthe
pressuredwhiqe the qowerseaq is subjected to
tank contents using the foqqowing formuqa9
a known caqibraD on pressure to span and zero
Tank Level (inches) = the transmitter:
Head Pressure (inches of water column)/
Ifno flushingFcaqibraD on ring is instaqqedd
Specific Gravity of liquid
an inJservice transmittercaqibraD on requires
Ifthe tank is cqosed and undervariabqe removaq ofthe enD re assembqyto cqean
pressured a second diaphragm seaq is added at the diaphragm seaq:This procedure takes
the top ofthe tank to detect the tankvapor an extended amount ofD med duringwhich
pressure:This second seaq is connected to the the process is offline: Diaphragm seaqs can
qowside ofthe differenD aq pressure trans J be quite heavdy so between the mechanicaq
mitterd aqqowing the device to measure the effort invoqvedd asweqq as the potenD aq for
f
I aflushingringdoesmakesenseforthe
appqicaDonditisise
w toevaquatetheariou
v s
opDonsthatarenowavaiqabqedparDcuqarqy
compactdesignsith
w fasterandmorethorough
cqeaningcapabiqiDes:arD
P cuqarqyinaqarge
projectith
w aide
w ariety
v oftransmittersdpre J
fabricatedandfactoryJtestedflushingringsiqq
w
providesignificanteconomicandperformance
advantagesascomparedtotradiDonaqdesigns:
sA isoftenthecasedthebestdesignsrequire
attenDontodetaiqateverystageandforeach
Figure 3. This diagram shows a typical dual-seal componentdincqudingflushingrings:Theresuqt
level transmitter installation with flushing rings and iqq
w bemanyears
y oftroubqeJfreeservicedith
w
vent/drain valves. Calibrating the transmitter while
easiercaqibraDonandimprovedsafety:
keeping the tank in operation is much easier and
safer if flushing rings are installed. All figures courtesy of Emerson.
rom
F an instaqqaD on and maintenance eqectri J diagramsFprocess qoop sheets and expqains
cianfs point ofviewd two ofthe most usefuq whycreaD ng and maintaining them isworth
types ofdrawings that can be incquded in a the effort:
contract drawing set are qoop diagrams and
process qoop sheets:These detaiq drawings From P&IDs to process loop
showhoweach piece ofequipment Pe:g:d sheets and diagrams
instrumentd motorstarterdvaqve actuatord Piping and instrument diagrams PPhIDsQ are
etc:Q is to bewired to the controq system: deveqoped at the beginning ofa project to
This arDcqe provides an overviewofqoop define the equipmentd pipingd and automaD on
Pa generic diagram that appqies to muqD pqe and incqu des many good ex ampqes and
instrumentsFdevicesQ is not recommendedd best pracD ces for creaD ng effecD ve qoop
as it defeats the purpose ofthe qoop diagram diagrams:
containing instrumentFdeviceJspecific IFO
Process loop sheets versus loop diagrams.
addresses andwiring detaiqs:oop
L diagrams
Process qoop sheetsd deveqoped qaterd are
are generaqqythe same size as otherdrawings
a type ofsummarized qoop diagram that
in the drawing package forthe pqant:or
F
incqudes addiD onaq process informaD on:They
exampqed the use ofBJsize P? ?Qd DJsize
are intended to heqp the instaqqaD on and
P? ?Qd orEJsize P? ?Q drawings
maintenance eqectricians instaqq and troubqe J
sizes are reqaDveqycommon in NorthAmerica:
shoot equipment and provide addiD onaq
Loop diagrams are not a new concept: context regarding its use:This context typi J
I SA standard I SA J:J d I nstru ment Loop caqqyincqudes minimum and maximum tem J
D iagramsd covers a generaq version focu sed peraturesd pressuresd flowsd and otherprocess
on instru mentaD on I FO w iring: Commonqy vaquesd aqongwith expected signaqvaques
know n as I SA J:d the I SA qoop diagram during startJupd shutdownd steadyJstate and
standard has been arou nd since the s atJrest condiD ons:or
F exampqed a process
qoop sheet fora magneD c flowmeteris proper sets of qoop diagrams or process qoop
shown in Figure : In the sampqe qoop sheetd sheets for constru cD ng and trou bqeshooD ng
a flowmeteris reading the flowthrough a faciqiD es:
barscreend totaqizing it and then sending the
Benefits of loop diagrams.Therearemany
reading to a PCLremote IFO paneq:The read J
benefitsfromtakingtheme
D tocreateqoop
ing is then used forvarious funcD onswithin
diagramsduringthedetaiqeddesignphaseofa
the automaDon system:
project:major
A benefitistheabiqitytoidenDfy
Using qoop diagrams and process qoop andfixprobqemsduringthedesignphaserather
sheets has been
standard pracD ce
for many years in
variou s indu striesd
incqu ding oiq refinerJ
iesd chemicaq pqantsd
pow er staD onsd
and other ty pes of
manu factu ring: Yetd
u sing qoop diagrams
in the mu nicipaq
water/wastewater
sector is reqaD veqy
new. The reasons
for this are many J
foqd bu t u su aqqy
can be traced to
either indiv idu aqs
not know ing abou t
them or perceiv ing
that money can
be saved by not
creaD ng them: This
is changing as more
water/wastewater
uD qiD es reaqiz e the
iniD aq and ongoing
cost sav ings resu qt J
ing from hav ing Figure 2. Example of a process loop sheet.
rocess
P qoop
sheetsmaybedrawn
byhandorproduced
inadrawingap J
pqicaDonsuchas
utoC
A ADPseeigu
F re
Q:n
O smaqqprojectsd
thesheetscaneasiqy
beattachedtothe
contractspecificaDon
documentsorpqaced
Figure 3. Example of
a process loop sheet
on 8.5” × 11” paper
(portrait orientation).
administraDve office at the end ofthe qoop: z Loop number. This is a uniqued fourJdigit
The fieqd device is aqways qocated in the numberidenD fying the instrument qoop:
ing the path between the device and the idenD fier for each piece of fieqd equ ip J
controq roomd such as qocaq controq paneqsd ment in the qoop: These idenD fiersd
caqqed instru ment codesd are defined in
remote IFO cabinetsd PCLorDCS paneqsd or
the I SA J: standard for instru menta J
a fiberopDc communicaD on system: Each
D on: IdenD fiers for other dev ices w iqq be
device and piece ofequipment is assigned a
unique ID to indicate that it is in a specific
instrument qoop: Best pracD ce is to use the
ISAJ: standards forassignment instrument
IDs: Howeversome SCADsystems mayuse
different qabeqing systemsd so these qabeqs
shouqd aqso incquded ifappqicabqe:
Further examples
oth
B qoopdiagramsandprocessqoopsheets
canrangefromsimpqetocompqexdepending
ontheequipmentPinstrumentaDonddevicesd
controqeqementsdetc:Qtheydescribe:The
exampqeofacompqexqoopdiagraminigu
F rer
isfromISAJ::tI showsanorificeJpqateJbased Figure 5. Commonly used line types on process
flowtransmitterPwhichusesadifferenDaq loop sheets.
pressuretransmitter
toreadtheflow
basedonthepres J
suredropacrossan
orificepqateQanda
flowcontroqaqv
v eon
apumpedfiqqqineto
atank:
Figure 7. Example of a
more complex process
loop sheet.
From Raw
Data to
Meaningful
Insight
ingfuqinsightissDqqdisjointedformanyprocess qeavessubjectmatterexpertsPSMsQ
E with
manufacturers:Theqeadingcausesincqude perpetuaqqyoutJofJdateanaqyses:
qimiteddataaccessandconnecDity
v daqackof These chaqqenges make it difficuqt forSMEs
meJseriesJspecific
D anaqycaq
D soquonsd
D and towrangqe data and prepare it formeaningfuq
coqqaboraDondifficuqDesdandaddressingthese anaqysis:uFrthermored tradiD onaq soquD ons
issuesisparamounttoprocessopDmizaDon: rendered sharing data and anaqyses across
organizaDonaq teams and regions arduous Advanced anaqyD cs soquD ons aqso
ornearqyimpossibqed qimiD ng the abiqityfor strengthen the coqqaboraD on between pro J
coqqaboraDon and knowqedge transfer: cessd maintenanced and reqiabiqityteamsdwith
buiqtJin tooqs forsharing anaqyses and insights
TradiDonaq spreadsheetJbasedworkflows
in easiqydigesD bqe dashboards and reports:
are sDqq acDve in manyfaciqiD es todayd but
this severeqycrippqes organizaD ons because
these tooqs are decoupqed from reaqJD me data
visuaqizaDons:ortu
F nateqyd bettersoquD ons The lack of live data connectivity
are nowwideqyavaiqabqe:
leaves subject SMEs with
Modern advanced analytics perpetually out-of-date analyses.
TotransiDontheiranaqyDcscapabiqiDesd
increaseoperaDonaqefficiencydmaximize
profitabiqitydandachieveambiDouscorporate A root-cause analysis
objecDesffiincqu
v dingdigitaqtransformaDon One petrochemicaq and refining company
andsustainabiqitymetricsffiprocessmanufac J experienced a sqewofreactorshutdownsd
turingorganizaDonsarerapidqyimpqemenDng caused bythe faiqure ofa criD caq feed gas
moderncqoudJbasedadvancedanaqyDcs compressoron a poqyethyqene qinedwith the
soquDonsintotheirdaiqyprocedures:These inabiqityforimmediate restart: On this qined
softwarepqatformsareopDmizedtoconnect an unpqanned reactorshutdown creates a
disparatedatasourcesandimmediateqyaqqevi J minimum of hours ofdownD med cosD ng the
atethechaqqengesofqivedataconnecDvity: pqant upwards ofjd USDwith every
occurrence:These compressorswere previ J
ddiD
A onaqqydthesesoquDonsprovidenaDev
ousqymaintained on a preventaD ve mainte J
tooqsfordatacqeansingdDmestampaqignmentd
nance PPMQ scheduqed but this did not prevent
and contextuaqizaD ond empowering SMEs to
unpqanned shutdowns enD reqy:
quickqyderive reqiabqe insights referencing
aqq avaiqabqe data:With qive data connecD vity oqqow
F ing one compressortripd the ma J
right in the softwared SMEs can appqytheir chineryd controqsd and eqectricaq engineers
anaqyses to nearJreaqJD me datadwhetherit is worked togetherto idenD fythe source:
stored in the cqoud oronJpremises: Howeverd tracing eqectricaq diagrams around
the pump motorwas D meJintensived and it
Because advanced anaqyD cs soquD ons are
faiqed toyieqd a root cause:
cqoudJbasedd theyare perfect forIoTimpqe J
mentaDonsdwhich gain direct access to the Taking an aqternaD ve approachd a process
vast compuDng powerand scaqabiqityofcqoud engineer at the refinery opened a w ebpage
softwared advancing aqq types ofIndustry : in a modern advanced anaqyD cs appqica J
projectsd such as predicD ve maintenance D on to qu ickqy qocate the five most recent
programs and digitaq twins: shu tdow ns and su bsequ ent restarts Ppqanned
Figure 1. To troubleshoot
a critical feed gas
compressor failure,
an advanced analytics
application was used to
quickly find the most
recent shutdowns and
subsequent restarts from
decades of historical
process data and then
overlay the events to
identify abnormalities.
Vitaqtechnicaqsessions
andanarrayoftechnicaq
subjectmatterexperts
fromtheUSdanadad
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everyarDstdeverybusinesspersondeverydoctord Credit Market:?
everycaregiverdeverydO E C everygovernment
Detaiqs on sessions and speakers are avaiq J
officiaqdeveryathqeDccoachdeveryteacheriqq
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abqe on the eventwebsite .
haveantuI AtorthisisinfiniteqypaDentdinfiniteqy
compassionatedinfiniteqyknowqedgeabqedand
Exhibit booths and technology demos
infiniteqyheqpfuqdandthemagnificaDoneffectsof AttendeesaqsohadtheopDontoisit
v more
betterdecisionsisnfathomabqe
u ind?hesaid: thanadozensponsorexhibitorboothsstaffed
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insights:Someexhibitorexpertsaqsohosted
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ontheawardsprogram
is at www.isa.org/awards.
Asketch arDst present during manyofthe His sketchesd photos andvideos from the
sessions captured his interpretaD on ofthe event are avaiqabqe in the ISAFqickraqbum .
important eqements ofthe event in reaqJD me: ffiAshqeyRagan