SmartPlant Instrumentation

Instruments and Control Loops 1

Version 2016 SP1 (11.00.01)

Wednesday, August 09, 2017

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SmartPlant Instrumentation Tutorial 2

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Contents
Creating Instruments and Control Loops ................................................................................................. 5
Task 1 — Defining Instrument Type Profiles .......................................................................................... 5
Define Instrument Types .................................................................................................................. 5
Define Reference Wiring for a Field Device ..................................................................................... 7
Define the FT (D/P Type Flow Transmitter) Instrument Type Profile ............................................. 12
Define the FY and TY (I/P Transducer) Instrument Type Profiles ................................................. 16
Define the FV and LV (CONTROL VALVE) Instrument Type Profiles ........................................... 19
Define Additional Instrument Type Profiles .................................................................................... 20
Task 2 — Using Supporting Tables to Add Values to Select Lists ....................................................... 21
Create a P&ID Drawing Document Number ................................................................................... 21
Create Lines (Piping) ...................................................................................................................... 22
Enter Instrument Status Data ......................................................................................................... 24
Enter I/O Type Data........................................................................................................................ 25
Enter Location Data ........................................................................................................................ 26
Enter Manufacturer Data ................................................................................................................ 26
Enter Model Data............................................................................................................................ 26
Task 3 — Creating Loops with Tags Using the Domain Explorer ........................................................ 27
Define a Loop and Add Tag Numbers ............................................................................................ 27
Add a Tag Number to an Existing Loop ......................................................................................... 33
Assign Custom Field Values to a Tag Number .............................................................................. 34
Task 4 — Creating a Loop with Its Tag Using the Instrument Index Module ....................................... 37
Create a Loop with a Single Instrument Tag .................................................................................. 37
Task 5 — Duplicating a Loop with Its Tag Numbers............................................................................. 41
Duplicate a Loop ............................................................................................................................. 41

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SECTION 1

Creating Instruments and Control Loops

You can perform most of the operations needed to create instruments and control loops from the
Domain Explorer. The following diagram shows a line with one of the control loops and its
instruments that you will be creating in this Tutorial.

Task 1 — Defining Instrument Type Profiles

Instruments are classified according to their process function and instrument type. Every
instrument that you create in SmartPlant Instrumentation has a process function and must be
assigned to an instrument type. Examples of process functions are level, pressure,
temperature, control valve, relief valve, and so forth. There is also a process function named
General which is used for instruments that are not intended for one particular process.
Instruments of a particular type usually have predefined properties or items, which you specify in
the instrument type profile; for example, you can specify that when creating any instrument of a
particular type, the software also creates a specification sheet, a device panel, and a cable. In
the definitions used in this Tutorial, the instrument type also comprises part of the tag naming
convention.

Define Instrument Types

1. Start the Instrument Index module by doing one of the following:
▪ On the main toolbar, click .
▪ On the main menu bar, click Modules > Instrument Index.
2. Click Tables > Instrument Types.
3. On the Instrument Types dialog box, from the Process function list, select Flow.
4. Create a new instrument type as follows:
a. Click New to add a new row.
b. Type the instrument type name FE.
c. Press the Tab key and type the description D/P Type Flow Element.

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d. Press the Tab key again and type FE in the CS Tag Instrument Type Alias column.
e. Click Apply.

5. Additionally, define all the instrument types that appear in the following table:

Process Function Instrument Type Description

Flow FT D/P Type Flow Transmitter

General FY I/P Transducer (flow)

General TY I/P Transducer (temperature

6. For the FI instrument type (Flow process function), rename the description FLOW
INDICATOR to Local Flow Indicator.

▪ The Description field is required as part of the instrument type definition. You can have
more than one instrument type with the same name, provided the descriptions are
unique. Conversely, different instrument types can have the same description as long
as overall the combination of the instrument type and description is unique.
▪ Other instrument types that are used in the Tutorial come shipped with SmartPlant
Instrumentation.
7. When done, click OK to accept the new values and close the dialog box.

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Define Reference Wiring for a Field Device

To enable automatic creation of device panels when creating instrument tags, you must first
define appropriate reference device panels and cables in the Reference Explorer and then
associate these panels and cables with the instrument type profiles.
1. Click Tools > Reference Explorer.
2. Click the Panels folder to expand it and right-click the Device Panels folder.
3. On the shortcut menu, click New > Device Panel (Conventional).
4. On the Device Panel Properties dialog box, type the information as shown and click OK.

5. In the Reference Explorer, click the icon to expand the Device Panels folder.
6. Right-click the REF FIELD DEVICE 2-WIRE panel.
7. Create a strip and terminals for this device panel as follows:
a. On the shortcut menu, click New > Terminal Strip.
b. On the Terminal Strip Configuration dialog box, beside the Configuration name box,
click New.
c. On the Number of Terminals in Pattern dialog box, type 2 as the number of terminals
in the pattern, and then click OK to return to the Terminal Strip Configuration dialog
box.
d. In the Configuration name box, type DP 2 Terminals.
e. Under Terminal Numbering, in the Prefix column, type + and -.
f. Select the Incremented check box for the + terminal.

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The values in this dialog box should now appear as shown:

g. Click Save.
h. Click Create.
i. On the Terminal Strip Properties dialog box, in the Terminal strip box, type TS - 1.

j. Click OK and double-click the panel and then the strip to expand the panel-strip-terminal
hierarchy in the Reference Explorer.

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The window should appear as shown:

8. Create a reference cable as follows:

a. Right-click the Cables folder and on the shortcut menu, click New > Cable.
b. On the Cable Configuration dialog box, click New.
c. On the New Cable Configuration dialog box, type 1 as the total number of sets and
select PAIR W/SHIELD as the default cable set type.
d. Click OK.
e. In the Cable configuration box, type DP 2 Wires.
f. In the Cable Set column, type PR #1.
g. In the Cable default name box, type 1P#20 BK,WH I/S.
h. Under Cable set wire details, make sure that the wire tag label is SPARE for the first
two wire tags and Shield for the third wire tag.

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The dialog box should now appear as shown:

i. Click Save.
j. Click Create.

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 Creating Instruments and Control Loops

k. On the Cable Properties dialog box, information as shown and click OK.

In the Reference Explorer, display your cable, which appears as shown.

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 Creating Instruments and Control Loops

Define the FT (D/P Type Flow Transmitter) Instrument Type

Profile
After completing this procedure, when you create a flow transmitter later, the software will apply
the instrument type profile settings and automatically create a two-terminal field device with two
wires connected to it.
1. Make sure that the Instrument Index module is open.
2. Click Tables > Instrument Types.
3. From the Process function list, select Flow.
4. Scroll down the Instrument Type list and select instrument type FT (with description D/P
Type Flow Transmitter) which you defined in a previous task.
5. Click Profile to open the Instrument Type Profile dialog box.
6. On the General tab, do the following:
a. In the Instrument specifications group box, select Include instrument specification.
b. From the Specification form list, select Diff. Pressure Instr. (flow) 56.
c. In the Hook-ups group box, select Include hook-ups and Include in BOM.
d. In the I/O type group box, select Include I/O type and from the list, select AI.
e. In the Location group box, select Include location and from the list, select Field.
The General tab of the Instrument Type Profile dialog box should now appear as shown:

7. Click Apply.
8. Click the Wiring and Control System tab.

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The parameters you will enter on this tab are based on the assumption that the device
panel to be created will be a two-terminal field device with two wires connected to it.
9. Do the following to define basic parameters and select a reference device panel for tags that
you will base on this instrument type:
a. Select Include wiring and Control system.
b. From the Reference device panel list, select REF FIELD DEVICE 2-WIRE.
10. Do the following to select the reference device cable and its connections:
a. In the Conventional connections group box, click New.
b. On the Conventional Connection Properties dialog box, from the Reference cable
list, select 1P#20 BK, WH I/S.
c. From the Cable set list, select PR #1.
d. Accept the default selection of Apply to subsequent cable sets.
e. From the Terminal strip list, select TS - 1.
f. From the Starting terminal list, select +.
g. From the Connection type list, select 2 In a row.
h. Accept the default selection of Propagate tag signal.

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The Conventional Connection Properties dialog box should now appear as shown:

i. Click OK to save your values and close the Conventional Connection Properties
dialog box.

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The Wiring and Control System tab of the Instrument Type Profile dialog box should
now appear as shown:

11. Click OK to return to the Instrument Types dialog box.

12. Click Apply.

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 Creating Instruments and Control Loops

Define the FY and TY (I/P Transducer) Instrument Type

Profiles
1. On the Instrument Types dialog box, from the Process function list, select General.
2. Scroll down the Instrument Type list and select instrument type FY (with description I/P
Transducer).
3. Click Profile to open the Instrument Type Profile dialog box.
4. On the General tab, click Copy From and then, do the following:
a. On the Copy Instrument Type Profile Data dialog box, from the Process function list,
select Flow.
b. Select FT D/P Type Flow Transmitter, for which you defined a profile in the previous
procedure.

c. Click OK.
d. In the message box notifying you that you cannot copy specification data, click OK.
5. On the General tab, in the I/O type group box, select AO from the list.

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The General tab of the Instrument Type Profile dialog box should now appear as shown

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6. Click the Wiring and Control System tab, and beside the Conventional connections
group box options, click Properties and ensure that the wiring profile settings have been
copied as shown.

7. Without making any changes, click OK to close the Conventional Connection Properties
dialog box.
8. On the Instrument Type Profile dialog box, click OK to return to the Instrument Types
dialog box.
9. Click Apply.
10. Select instrument type TY (with description I/P Transducer) and copy the profile definitions
from FY.

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Define the FV and LV (CONTROL VALVE) Instrument Type

Profiles
1. On the Instrument Types dialog box, from the Process function list, select Control Valve.
2. Scroll down the Instrument Type list and select instrument type FV (with description
CONTROL VALVE).
3. Click Profile to open the Instrument Type Profile dialog box.
4. On the General tab, do the following:
a. In the Instrument specifications group box, select Include instrument specification.
b. From the Specification form list, select Control Valve 1.
c. In the Hook-ups group box, select Include hook-ups and Include in BOM.
d. In the Location group box, select Include location and from the list, select Field.
The General tab of the Instrument Type Profile dialog box should now appear as shown:

5. Click OK to return to the Instrument Types dialog box.

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6. Click Apply.
7. Select instrument type LV (with description CONTROL VALVE) and copy the profile
definitions from FV.

Define Additional Instrument Type Profiles

Carefully read the notes below before beginning.

▪ The Spec column indicates the form number you need to select for certain instruments on
the General tab of the Instrument Type Profile dialog box.
▪ Under Hook-Ups, if the value in the table is Y, select the Include hook-ups and Include in
BOM check boxes on the General tab of the Instrument Type Profile dialog box.
▪ Under Wiring, if the value in the table is Y, use the wiring definitions that you applied for FT
(D/P Type Flow Transmitter).
▪ Under Control System, if the value in the table is Y, select the Control system check box
on the Wiring and Control System tab of the Instrument Type Profile dialog box.
▪ For all instrument types in the table, select Field as the value of the Location property.

Create the following instrument types:

Process Instrument Description Spec Hook-Ups I/O Control Wiring

Function Type Type System

General LY I/P Transducer (Level) – Y AO Y Y

General HY I/P Transducer – – AO Y Y

Control Valve HV Control Valve – – – – –

Modify the following instrument types:

Process Instrument Description Spec Hook-Ups I/O Control Wiring

Function Type Type System

Flow FE D/P Type Flow – Y – – –

Element

Flow FI Local Flow Indicator – – – – Y

Level LT Level Transmitter – Y AI Y Y

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Pressure PI Pressure Gauge – Y – – –

Pressure PSH High-Pressure Switch 24 Y DI Y Y

Pressure PT Pressure Transmitter – – AI Y Y

Temperature TE Thermocouple – Y – – Y

Temperature TI Bi-Metal Thermometer – Y – – –

Temperature TW Thermowell – – – – –

Control Valve TV Control Valve 1 Y – – –

Task 2 — Using Supporting Tables to Add Values to

Select Lists
This task enables you to categorize various instrument properties in select lists. These select
lists appear in the database in supporting tables. In the SmartPlant Instrumentation interface,
supporting tables are represented by dialog boxes that allow you to create, delete, and edit
various properties that apply to SmartPlant Instrumentation loops or instrument tags.

Create a P&ID Drawing Document Number

1. Click Tables > P&ID Drawing References.
2. On the P&ID Drawing References dialog box, click New to add a new data row.
3. Complete the information for the P&ID document drawing number and description as
follows:
a. In the P&ID Drawing column, type 101-PID01-001.
b. In the Description column, type P&ID Tutorial for DEMO Project.

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The dialog box should appear as shown:

4. Click OK to save the data and close the dialog box.

Create Lines (Piping)

Lines and line data are defined in the Process Data module since these definitions are usually
the responsibility of process engineers. After you define line numbers, it is possible to
associate instruments with the lines on which they are located.
1. Click Tables > Lines.

2. On the Lines dialog box, beside the Line type list arrow, click to open the Line Types
dialog box and do the following:
a. Click New to add a new data row and under Line Type, type Process.
b. Click New to add another data row and under Line Type, type Utilities.

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The dialog box should appear as shown:

3. Click OK to save the data and close the dialog box.

4. On the Lines dialog box, from Line type list, select Process.
5. Click New to open the Line Properties (New) dialog box.
6. Add the following information:
a. In the Line number box, type 4"-P-1501-11H.
b. From the Pipe material list, select PLAIN CARBON STEEL (ANSI…).
c. From the Pipe standard list, select ANSI.
7. On the Pipe Data Library dialog box, do the following:
a. In the Find nominal size box, type 4 so that you can easily select 4 inches as the
nominal size.
b. Select the following pipe data:
▪ Nominal Size: 4"
▪ Pipe Schedule: 80
▪ Internal Diameter: 3.826"
▪ Wall Thickness: 0.3370"
c. Click OK to close the Pipe Data Library dialog box and return to the Line Properties
dialog box.

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All other pipe details are entered automatically and the Line Properties dialog box
should appear as shown:

8. Click OK to select the line settings and to return to the Lines dialog box.
9. Add another line 4"-P-1502-11H with the same settings.
You can also create lines in the Process Data module.
The remaining objectives in this task deal with entering additional data in the supporting tables.
These include Status, I/O Type, Location, Manufacturer, and Model.

Enter Instrument Status Data

1. Click Tables > Instrument Statuses.
2. On the Instrument Statuses dialog box, do the following:
a. Click New to add a new data row.
b. In the Instrument Status column, type N.
c. In the Description column, type New Instrument.

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The dialog box should appear as shown:

3. Click OK.

Enter I/O Type Data

1. Click Tables > I/O Types.
2. On the I/O Types dialog box, do the following:
a. Click New to add a new data row.
b. In the I/O Type column, type T/C.
c. In the Description column, type T/C Input.
3. Click OK.

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 Creating Instruments and Control Loops

Enter Location Data

1. Click Tables > Instrument Locations.
2. On the Instrument Locations dialog box, do the following:
a. Select the Field instrument location.
b. In the Description column, type Installed in the field.
3. Click OK.

Enter Manufacturer Data

1. Click Tables > Instrument Manufacturers.
2. On the Instrument Manufacturers dialog box, do the following:
a. Click New to add a new row.
b. In the Instrument Manufacturer column, type Rosemount.
c. Enter additional manufacturers ASCO and Ashcroft.
3. Click OK.

Enter Model Data

1. Click Tables > Instrument Models.
2. On the Instrument Models dialog box, do the following:
a. From the Manufacturer list, select ASCO.
b. Click New to add a new data row.
c. In the Instrument Model column, type 8142B12.
d. In the Process Function column, select General from the list.
e. If required, type a model description.
3. Enter additional models for various manufacturers as shown:

Manufacturer Model Process Function

ASCO 8351B23 General

ASHCROFT EVERY-ANGLE-12/01 General

EVERY-ANGLE-13/02 General

MGS - 136 General

ROSEMOUNT 1151DP4E22S2B1M2 General

3051S1256 General

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 Creating Instruments and Control Loops

4. Click OK.

Task 3 — Creating Loops with Tags Using the Domain

Explorer
In this task, you are going to use the Domain Explorer options to create flow control loop
101-F-100 with its tags as shown on the P&ID.

Define a Loop and Add Tag Numbers

1. Click Tools > Domain Explorer.
2. Under Domain Explorer, expand the plant hierarchy as follows: New Refinery > Crude
Area > Crude Unit 1.
3. Under Crude Unit 1, right-click the Loops folder, and on the shortcut menu, click New >
Loop.
4. On the New Loop Number dialog box, type the loop number: 101-F -100.

▪ Use the Tab key to move the cursor to the character separators.
▪ The first segment of the loop number is derived from the unit number as you defined it in
the loop naming convention and cannot be edited.
5. Click OK.
6. On the Loop Number Properties dialog box, type the following information:
a. In the Loop service box, type Feed from V8.
b. From the Loop type list, select DCS.
c. From the P&ID drawing list, select 101-PID01-001.
d. Clear the Apply equipment to tags check box.

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The dialog box should appear as shown:

To add new values to supporting tables so that they can become available in the lists,
click next to the lists.
7. Click OK.
8. Click Yes when prompted to create a tag numbers.
9. On the New Tag Number dialog box, type FE as the first new tag number.
10. Click OK.

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11. On the Select Instrument Type dialog box, select the D/P Type Flow Element description
for instrument type FE as shown.

You need to select an instrument type because more than one instrument type
designated by the FE acronym exists.
12. Click OK to open the Tag Number Properties dialog box.

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13. Type tag number data by selecting values from the lists as shown.

The ellipsis buttons enable you to enter additional data in the supporting data
tables. These values then become available in the select lists.
14. Click Apply when done.
15. Click New to add another tag number to the loop as follows:
a. On the New Tag Number dialog box, type FT so that the tag number is 101-FT-100 and
click OK.
b. On the Select Instrument Type dialog box, select the D/P Type Flow Transmitter
description for instrument type FT.
While the software is creating this tag number, the status bar indicates automatic
device panel creation.

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c. On the Tag Number Properties dialog box, complete the definitions as shown.

16. Create tag number 101-FY-100 as follows:

a. Select the I/P Transducer (Flow), description for instrument type FY (General process
function).

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b. On the Tag Number Properties dialog box, complete the definitions as shown.

17. After completing all your tag definitions, click OK to close the dialog box.

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In the Domain Explorer, your loop and instruments should now appear as shown:

The spec document number 101-FT-100-SP has been created automatically with tag
number 101-FT-100 because the instrument type profile of this tag includes a specification.

Add a Tag Number to an Existing Loop

In this procedure, you will add a control valve FV tag to loop 101-F-100.
1. Select loop 101-F-100 from the Loops folder dialog box, right-click and from the drop
down menu select New > Instrument..
2. In the New Tag Number dialog box, type tag number 101-FV-100 (using the Tab key to
ensure that the number of spaces is correct) and click OK.

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3. On the Tag Number Properties dialog box, define the tag number as shown.

4. Click OK.
5. In the Domain Explorer, under Crude Unit 1, select the Instruments folder and on the
Domain Explorer toolbar, click to refresh the display of items.

Assign Custom Field Values to a Tag Number

In this procedure, you are going to assign custom table and custom field values to control valve
101-FV-100.
1. Open the Tag Number Properties dialog box for control valve 101-FV-100.
2. Click the Custom Fields tab.
3. Type values for the custom fields as shown in the example (the values that you enter can be
different).
4. Click Apply.

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Only custom fields enabled by a Domain Administrator are visible.

5. Click Custom Tables tab.

6. Select values for Designer, Technician and Cell Number, using the (Ellipsis).
7. Click OK, to close the Tag Number Properties dialog box.

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Custom Tables tab:

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Task 4 — Creating a Loop with Its Tag Using the

Instrument Index Module
In this task, you are going to use the Instrument Index module to create loop 101-P-201 with its
tag as shown.

Create a Loop with a Single Instrument Tag

1. Close the Domain Explorer.
2. Click Module > Instrument Index.
3. In the Instrument Index Module window, on the toolbar, click New Tag .
4. On the New Tag Number dialog box, type tag number 101-PT-201, and click OK.
5. On the Loop Name dialog box, accept the loop name 101-P-201 and click OK.
6. On the Loop Number Properties dialog box, click OK.
7. On the Tag Number Properties dialog box, do the following to create the equipment that
you need:

a. Beside Equipment, click to open the Equipment dialog box.

b. From the Equipment Type list, select TANK.
c. Click New to add a new row.
d. In the Equipment column, type F-102 and click OK.
8. Click OK.

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9. On the Tag Number Properties dialog box, complete the data entry as shown.

10. Click OK.

11. In the Instrument Index Module window, on the toolbar, click (Loop Properties).
12. On the Enter Loop Number dialog box, click Find.
13. On the Loop Number Properties - Find Items dialog box, in the Search box, type *P, and
press the Enter key to execute the search..
The * symbol is a multi-character wildcard which substitutes for any characters that
precede or follow the specified character or string.

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The Find Loop dialog box should display the following result:

14. Select loop 101 P -201 and click OK.

15. On the Loop Number Properties dialog box, do the following to add a loop function to the
Loop function list:
a. In the Loop service box, type F-102 TOP.

b. Beside Loop function, click .

c. On the Loop Functions dialog box, click New to add a new line.
d. In the Loop Function column, type IA.
e. In the Description column, type Indication and Alarm.
f. Click OK.
16. Clear the Apply equipment to tags check box.

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17. Enter the remaining loop data as shown.

18. Click OK, and when prompted to edit tag numbers, click No.
19. Press F7 to open the Domain Explorer.
20. Expand New Refinery > Crude Area > Crude Unit 1 to displays item folders in Crude Unit
1.
21. Expand the Loops folder and view loop 101 P-201 and its tag.

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Task 5 — Duplicating a Loop with Its Tag Numbers

If you want to create a series of control loops that perform similar functions, rather than creating
each one from scratch, you can duplicate an existing loop together with all or some of its tag
numbers.
In this task, you will duplicate loop 101-F-00 to create loop 101-F-2212 as shown.

Duplicate a Loop
1. In the Domain Explorer, right-click loop 101-F-100.
2. On the shortcut menu, click Duplicate.
3. On the Duplicated Loop Number dialog box, change the number of the loop from 100 to
2212.

4. Click OK to display the Create Loop Tags dialog box.

5. Select the Select all and Copy instrument type from source tag numbers check boxes.

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The dialog box should appear as shown:

6. Click OK to start the duplication process.

At the end of the duplication process, the Create Loop Tags dialog box closes and the
Loop Number Properties dialog box appears.

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7. In the Loop service field, type Feed to B-101 Pass A and make sure that the rest of the
information appears as follows.

8. Click OK to close the Loop Number Properties dialog box.

9. When prompted to edit the tag numbers, click Yes.
The Tag Number Properties dialog box opens displaying data of the first tag associated
with the new loop (101-FE-2212).
The P&ID number and loop service have been assigned to the tags automatically
because you selected the appropriate check boxes on the Loop Number Properties dialog
box.

10. Beside Line, click .

At the prompt to save data changes, click Yes.
11. Add line 3"-FO-1212-4C.

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When creating line 3"-FO-1212-4C, define the line number only, without editing the
other data fields.
12. Click OK to close the Line Properties (New) dialog box.
13. Click OK to close the Lines dialog box.
14. Click Apply when you have finished editing the tag data.
Click Next or Previous to move back and forth between the instrument tags
associated with the loop.
15. Click OK to close the Tag Number Properties dialog box.
16. Refresh the items in the Loops and Instruments folders of the Domain Explorer.
17. Expand the Loops and Instruments folders and make sure that the items appear as
shown.

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