instrumentation & control engineering

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© 2015 – Hervé Baron

HERVE BARON

Engineering Training

Welcome to this presentation.

It is part of a suite of Engineering training modules.

It shows the activities and deliverables of the Instrumentation & Control discipline.

Comments are most welcome (herve.baron@gmail.com), which I will incorporate for the benefit of all.

Please download this file so that you can see my trainer’s notes in the top left corner – latest Acrobat Pro feature.

Hervé

© 2015 – Hervé Baron

HERVE BARON

Engineering Training

PROCESS

PLANT LAYOUT

EQUIPMENT

SAFETY & ENVIRONMENT

CIVIL

PIPING

PIPELINE

INSTRUMENTATION

ELECTRICAL

© 2015 – Hervé Baron

HERVE BARON

Process design

PFDs

H&M balance

Rotating Pressure vessels Fired equipment Heat exchangers Packages etc.

P&IDs

Piping

Instrumentation

Layout

Civil

Electrical

Process data sheet

Equipment specification

Vendor drawings

We are here

© 2015 – Hervé Baron

HERVE BARON

Engineering disciplines: activities and deliverables

PROCESS

PLANT LAYOUT

EQUIPMENT

SAFETY & ENVIRONMENT

CIVIL

PIPING

PIPELINE

INSTRUMENTATION

The discipline is commonly split in 3 specialties. Which ones?

© 2015 – Hervé Baron

HERVE BARON

Engineering disciplines: activities and deliverables

PROCESS

PLANT LAYOUT

EQUIPMENT

SAFETY & ENVIRONMENT

CIVIL

PLANT LAYOUT & PIPING

PIPELINE

INSTRUMENTATION • Field instrumentation • Systems • Installation

© 2015 – Hervé Baron

HERVE BARON

Engineering disciplines: activities and deliverables

PROCESS

PLANT LAYOUT

EQUIPMENT

SAFETY & ENVIRONMENT

CIVIL

PIPING

PIPELINE

INSTRUMENTATION • Field instrumentation • Systems • Installation

© 2015 – Hervé Baron

HERVE BARON

Piping & Instrumentation Diagram (P&ID)

© 2015 – Hervé Baron

HERVE BARON

Piping & Instrumentation Diagram (P&ID)

© 2015 – Hervé Baron

HERVE BARON

Instrument list

© 2015 – Hervé Baron

HERVE BARON

Instrument data sheet

© 2015 – Hervé Baron

HERVE BARON

Level sketch

© 2015 – Hervé Baron

HERVE BARON

Engineering disciplines: activities and deliverables

PROCESS

PLANT LAYOUT

EQUIPMENT

SAFETY & ENVIRONMENT

CIVIL

PLANT LAYOUT & PIPING

PIPELINE

INSTRUMENTATION • Field instrumentation • Systems • Installation

© 2015 – Hervé Baron

HERVE BARON

Engineering disciplines: activities and deliverables

INSTRUMENTATION • Field instrumentation • Systems:

Process Control System Unit Control System Emergency Shutdown System Fire & Gas System Other systems

• Installation

© 2015 – Hervé Baron

HERVE BARON

PCS (Process Control System)

© 2015 – Hervé Baron

HERVE BARON

System requisition

© 2015 – Hervé Baron

HERVE BARON

System architecture drawing

© 2015 – Hervé Baron

HERVE BARON

Control narrative Gas inlet

Gas outlet

93-E161

© 2015 – Hervé Baron

HERVE BARON

Functional diagram

© 2015 – Hervé Baron

HERVE BARON

Mimic display drawings

© 2015 – Hervé Baron

HERVE BARON

Process automations & Process Shut Down (PSD)

© 2015 – Hervé Baron

HERVE BARON

Engineering disciplines: activities and deliverables

INSTRUMENTATION • Field instrumentation • Systems:

Process Control System Unit Control System Emergency Shutdown System Fire & Gas System Other systems

• Installation

© 2015 – Hervé Baron

HERVE BARON

Package instrumentation & control

Presenter
Presentation Notes
Right side (P2): cables from instruments to JB and JB included in Vendor scope of supply.

© 2015 – Hervé Baron

HERVE BARON

Package instrumentation & control

Presenter
Presentation Notes
Right side (P3): Package control system included. In both cases: Cables 2 supplied and installed by Vendor. Cables 3 supplied and installed by Purchaser. Cables 4 are special cables (encoder etc.) supplied by Vendor. Some brands of PLC may be specified in the « Instrumentation Requirements for Packaged Units »

© 2015 – Hervé Baron

HERVE BARON

Package control

Package controlled by Central Process Control System

© 2015 – Hervé Baron

HERVE BARON

Package control

Package controlled by Central Process Control System

© 2015 – Hervé Baron

HERVE BARON

Package control

Package controlled by own Unit Control System

Presenter
Presentation Notes
Vendor supplies its own system when proper control/shutdown function is linked to warranty. It is always the case for gas turbine/compressors. For boilers, the code (NFPA 85) requires independent burner management system (item 4.1.7.1 « The burner management system shall be provided with independent logic, independent logic solving harware, independent input/output systems, and independent power supplies and shall be a device functionally and physically separate from other logic systems »). The burner management safety functions (item 4.11.7.3) shall include purge interlocks and timing, safety shutdowns, trial timing for ignition and flame monitoring.

© 2015 – Hervé Baron

HERVE BARON

Package control

What documents from the package Vendor are needed by the DCS Vendor in this case?

Package controlled by own Unit Control System

Presenter
Presentation Notes
Exchange table

© 2015 – Hervé Baron

HERVE BARON

Package control

Package controlled by Central Process Control System

What documents from the package Vendor are needed by the DCS Vendor in this case?

Presenter
Presentation Notes
P&IDs, narrative, C&E, logic diagrams

© 2015 – Hervé Baron

HERVE BARON

Process Control System

Process Control System Engineering by Vendor

Hardware Software The Process Control System is engineered by the Vendor based on information supplied by Engineer.

© 2015 – Hervé Baron

HERVE BARON

Process Control System

Process Control System Engineering by Vendor

Hardware Software The Process Control System is engineered by the Vendor based on information supplied by Engineer. Which documents are needed by the Vendor?

© 2015 – Hervé Baron

HERVE BARON

Process Control System

Process Control System Engineering by Vendor

Hardware Software The Process Control System is engineered by the Vendor based on information supplied by Engineer. Which documents are needed by the Vendor?

Engineering documents

Vendor documents

© 2015 – Hervé Baron

HERVE BARON

Process Control System

Process Control System Engineering by Vendor

Hardware Software The Process Control System is engineered by the Vendor based on information supplied by Engineer. Which documents are needed by the Vendor?

Vendor documents

P&IDs

Control Narratives

Cause & Effects

© 2015 – Hervé Baron

HERVE BARON

Process Control System

Process Control System Engineering by Vendor

Hardware Software The Process Control System is engineered by the Vendor based on information supplied by Engineer.

P&IDs

Control Narratives

Cause & Effects

Packages with Unit Control System:

Exchange table with PCS

P&IDs

Control Narratives

Cause & Effects

Control & logic diagrams

Packages controlled by Central Control System:

© 2015 – Hervé Baron

HERVE BARON

Engineering disciplines: activities and deliverables

INSTRUMENTATION • Field instrumentation • Systems:

Process Control System Unit Control System Emergency Shutdown System Fire & Gas System Other systems

• Installation

© 2015 – Hervé Baron

HERVE BARON

Emergency Shutdown (ESD) System

Presenter
Presentation Notes
The ESD System is also called the Instrumented Protection System (IPS). It implements all the Safety Instrumented Functions shown on the P&IDs. The IPS architecture is usually 2oo3Triple Modular Redundant. For all critical interlocks, 3 field devices shall be provided with 2 out of 3 (TMR) voting.

© 2015 – Hervé Baron

HERVE BARON

Emergency shutdown (ESD)

© 2015 – Hervé Baron

HERVE BARON

Emergency shutdown (ESD) SIL study

Have you heard about SIL studies? What does it mean?

What does SIL, SIF and SIS mean?

Terms defined in ANSI/ISA-84.00.01-2004 (IEC 61511-1) Functional Safety: Safety Instrumented Systems for the Process Industry Sector

SIF: Safety Instrumented Function

SIS: Safety Instrumented System: Sensor + logic solver + final element

SIL: Safety Integrity Level: Level used for specifying the safety integrity requirement of SIFs. There are 4 levels:

© 2015 – Hervé Baron

HERVE BARON

Emergency shutdown (ESD) SIL study

Have you heard about SIL studies? What does it mean?

What does SIL, SIF and SIS mean?

Terms defined in ANSI/ISA-84.00.01-2004 (IEC 61511-1) Functional Safety: Safety Instrumented Systems for the Process Industry Sector

SIF: Safety Instrumented Function

SIS: Safety Instrumented System: Sensor + logic solver + final element

SIL: Safety Integrity Level: Level used for specifying the safety integrity requirement of SIFs. There are 4 levels:

© 2015 – Hervé Baron

HERVE BARON

Emergency shutdown (ESD) SIL study

Have you heard about SIL studies? What does it mean?

What does SIL, SIF and SIS mean?

ANSI/ISA-84.00.01-2004 (IEC 61511-1)

Functional Safety: Safety Instrumented Systems for the Process Industry Sector

SIF: Safety Instrumented Function

SIS: Safety Instrumented System: Sensor + logic solver + final element

SIL: Safety Integrity Level: Level used for specifying the safety integrity requirement of SIFs. There are 4 levels:

© 2015 – Hervé Baron

HERVE BARON

Emergency shutdown (ESD) SIL study

Have you heard about SIL studies? What does it mean?

What does SIL, SIF and SIS mean?

ANSI/ISA-84.00.01-2004 (IEC 61511-1)

Functional Safety: Safety Instrumented Systems for the Process Industry Sector

SIF: Safety Instrumented Function

SIS: Safety Instrumented System: Sensor + logic solver + final element

SIL: Safety Integrity Level: Level used for specifying the safety integrity requirement of SIFs. There are 4 levels:

© 2015 – Hervé Baron

HERVE BARON

Emergency shutdown (ESD) SIL study

Step 1: SIL Determination, “assignment workshop”

Identification of Instrumented Interlocks on the P&IDs = inventory of Safety Instrumented Function (SIF)

For each SIF: • Qualitative evaluation of consequences if the event the SIF is

designed to safeguard from • Qualitative evaluation of the likelihood of the event • Determination of risk level (likelihood * consequence) and

resulting SIF required performance (SIL level)

Deliverable: SIL assignment logsheet / worksheets

© 2015 – Hervé Baron

HERVE BARON

Emergency shutdown (ESD)

© 2015 – Hervé Baron

HERVE BARON

Emergency shutdown (ESD) SIL study

LIKELIHOOD CATEGORY DEFINITION POTENTIAL FREQUENCY

A Possibility of repeated incidents 20 or more times per Facility life B Possibility of isolated incidents 5 times per Facility life C Possibility of occurring sometime Once in Facility life D Not likely to occur Once every 10 Facility lives E Practically impossible Once every 100 Facility lives

CONSIDERATIONS CONSEQUENCE CATEGORY Health/Safety Public Disruption Environmental Impact Financial Impact

Abbreviation S – Safety P – Public E – Environmental F – Financial

I Fatalities/ Serious Impact on Public

Large Community (10,000+)

Major/Extended Duration/ Full Scale

Response

Major Impact to Company

(>$50 million)

II Serious Injury to

Personnel/ Limited Impact on Public

Small Community (1,000 to 10,000)

Serious/Significant Resource

Commitment

Significant Impact To Company ($2 - $50 million)

III Medical Treatment for Personnel/ No Impact

on Public

Minor (10 to 100)

Moderate/Limited Response of Short

Duration

Moderate Impact To Company

($500M - $2 million)

IV Minor Impact on Personnel

Minimal to None

(1 or 2)

Minor/Little or No Response Needed

Minor Impact To Company

($50M-$500M)

© 2015 – Hervé Baron

HERVE BARON

SIL Study

Step 1: SIL Determination, “assignment workshop”

Deliverable: SIL assignment logsheet / worksheets

Summary:

What is the second step of the SIL?

© 2015 – Hervé Baron

HERVE BARON

SIL Study

Step 2: calculations and recommendation

SIS Performance Verification

Evaluate the performance of each SIF, based on device selection, architecture, voting, testing etc.

Compare to required SIL level and specify modifications to the SIF design (device selection, component redundancy) or testing intervals

Deliverable: SIS Performance Verification Results and recommendations

Presenter
Presentation Notes
Sometimes done by 3rd party for independence

© 2015 – Hervé Baron

HERVE BARON

SIL Study Step 2 – SIS Performance verification Results

Presenter
Presentation Notes
Sometimes done by 3rd party for independence

© 2015 – Hervé Baron

HERVE BARON

SIL Study

Step 2: calculations and recommendation - Summary

Presenter
Presentation Notes
Sometimes done by 3rd party for independence

© 2015 – Hervé Baron

HERVE BARON

Engineering disciplines: activities and deliverables

INSTRUMENTATION • Field instrumentation • Systems:

Process Control System Unit Control System Emergency Shutdown System Fire & Gas System Other systems

• Installation

© 2015 – Hervé Baron

HERVE BARON

Fire & Gas system

© 2015 – Hervé Baron

HERVE BARON

Fire & Gas system

© 2015 – Hervé Baron

HERVE BARON

Engineering disciplines: activities and deliverables

INSTRUMENTATION • Field instrumentation • Systems:

Process Control System Unit Control System Emergency Shutdown System Fire & Gas System Other systems

• Installation

© 2015 – Hervé Baron

HERVE BARON

Systems

The main systems are: the Process Control System (DCS), and Emergency Shutdown System (ESD),

usually integrated: ICSS (Integrated Control and Safety System) the Fire & Gas system (F&G)?

What other systems do we find?

What does SIL, SIF and SIS mean?

Terms defined in ANSI/ISA-84.00.01-2004 (IEC 61511-1) Functional Safety: Safety Instrumented Systems for the Process Industry Sector

SIF: Safety Instrumented Function

SIS: Safety Instrumented System: Sensor + logic solver + final element

SIL: Safety Integrity Level: Level used for specifying the safety integrity requirement of SIFs. There are 4 levels:

© 2015 – Hervé Baron

HERVE BARON

Systems

The main systems are: the Process Control System (DCS), and Emergency Shutdown System (ESD),

usually integrated: ICSS (Integrated Control and Safety System) the Fire & Gas system (F&G)?

What other systems do we find? Packaged equipment Control systems Machinery Monitoring System (MMS) for vibration & temperature monitoring Burner Management System (BMS) Compressor Anti-Surge System (CCC) Analyzers Data Acquisition system Fiscal Metering Systems afor Custody transfer and allocation Storage tank data acquisition (gauging) system Continuous Emissions Monitoring System (CEMS) Process Operator and Information System (POIS) / SCADA Advance Process Control (APC)

© 2015 – Hervé Baron

HERVE BARON

Engineering disciplines: activities and deliverables

PROCESS

PLANT LAYOUT

EQUIPMENT

SAFETY & ENVIRONMENT

CIVIL

PIPING

PIPELINE

INSTRUMENTATION • Field instrumentation • Systems • Installation

© 2015 – Hervé Baron

HERVE BARON

Field Instrumentation

PT JB

Process line

Field Marshalling

cabinet System

cabinet

Equipment room Control room

Operator

station

Secondary cable

Multi cable

Presenter
Presentation Notes
The Marshalling cabinets contain terminal blocks and power supply units The System cabinets contain main processors, I/O modules, communication modules and power supply units. The Instrument room is sometimes called Instrumentation Technical Room (ITR) or Satellite Instrument House (SIH).

© 2015 – Hervé Baron

HERVE BARON

Main cable routings and Junction Box (JB) location drawing

© 2015 – Hervé Baron

HERVE BARON

Instrument location & secondary cable routing drawings

© 2015 – Hervé Baron

HERVE BARON

Telecommunication equipment layout drawing

© 2015 – Hervé Baron

HERVE BARON

Typical installation drawings

© 2015 – Hervé Baron

HERVE BARON

Junction box wiring

© 2015 – Hervé Baron

HERVE BARON

Instrument location & secondary cable routing drawings Cable list

© 2015 – Hervé Baron

HERVE BARON

Cable routing / section

© 2015 – Hervé Baron

HERVE BARON

Instrumentation installation standards

© 2015 – Hervé Baron

HERVE BARON

Instrument bulk material take-off

ITEM QUANTITY DESIGNATION

1 195 Gauge adapter – ½” x ½”

2 37 Block manifold 2 valves (Gas) – ½”

3 23 Block manifold 5 valves (Gas) –½”

4 0 Ball valve ½” – 12mm

5 300m Tubing – 12mm OD x 1mm

6 200 Reducer – 12mm x ¼”

7 50 Union tee – 12 x 12 x 12mm

8 50 Female connector – 12mm x ½”

9 350 Male connector – 12mm x ½”

10 9 Plug – ½” NPTF

11 8 Plug – ½” NPTM

© 2015 – Hervé Baron

HERVE BARON

Equipment layout drawings

© 2015 – Hervé Baron

HERVE BARON

Instrument loop diagram

© 2015 – Hervé Baron

HERVE BARON

Main schedule Milestone for Instrumentation

The main schedule Milestones are the commitments to the Control System Contractor. There are 2 commitments: - Hardware freeze, for the manufacturing of the marshalling and I/O cabinets,

- Software freeze, for the configuration of the DCS

PT JB

Process line

Marshalling

Cabinet System

Cabinet

Secondary cable

Multi cable

Operator

station

© 2015 – Hervé Baron

HERVE BARON

Main schedule Milestone for Instrumentation

The main schedule Milestones are the commitments to the Control System Contractor. There are 2 commitments: - Hardware freeze, for the manufacturing of the marshalling and I/O cabinets,

- Software freeze, for the configuration of the DCS

© 2015 – Hervé Baron

HERVE BARON

Main schedule Milestone for Instrumentation

The main schedule Milestones are the commitments to the Control System Contractor. There are 2 commitments: - Hardware freeze, for the manufacturing of the marshalling and I/O cabinets,

- Software freeze, for the configuration of the DCS In your opinion, which Milestone is required to be reached first?

Presenter
Presentation Notes
Hardware freeze, for lead time of cabinets. Usually 3 month ahead of Software freeze.

© 2015 – Hervé Baron

HERVE BARON

Main schedule Milestone for Instrumentation

The main schedule Milestones are the commitments to the Control System Contractor. There are 2 commitments: - Hardware freeze, for the manufacturing of the marshalling and I/O cabinets,

- Software freeze, for the configuration of the DCS In your opinion, which Milestone is required to be reached first? What are the Engineering documents required to reach each Milestone?

Presenter
Presentation Notes
Hardware freeze: Instrument index 100% complete. Number, type and location of instruments, including within packages for centrally controlled packages. Documents required: P&IDs, Plot Plan Software freeze: IFC P&IDs, C&E, narratives, control & logic diagrams

© 2015 – Hervé Baron

HERVE BARON

Main schedule Milestone for Instrumentation

The main schedule Milestones are the commitments to the Control System Contractor. There are 2 commitments: - Hardware freeze, for the manufacturing of the marshalling and I/O cabinets,

- Software freeze, for the configuration of the DCS In your opinion, which Milestone is required to be reached first? What are the Engineering documents required to reach each Milestone? What is challenging to meet the schedule?

Presenter
Presentation Notes
Automation Systems Supply: when several automation systems are integrated and control systems of machinery and packages engineered by Vendor are included, the consolidation of information to be transfered to the Integrated Control System Supplier is complex and requires a specific schedule to coordinate the achievement on time of HW & SW Freeze

© 2015 – Hervé Baron

HERVE BARON

The Oil & Gas Engineering Guide 2nd edition

Do you want to know more... Much more?

© 2015 – Hervé Baron

HERVE BARON

The Oil & Gas Engineering Guide - 2nd edition

Table of Contents

© 2015 – Hervé Baron

HERVE BARON

The Oil & Gas Engineering Guide - 2nd edition

Table of Contents

This suite of training modules covered the discipline chapters of the book...

© 2015 – Hervé Baron

HERVE BARON

The Oil & Gas Engineering Guide - 2nd edition

Table of Contents

The Guide contains much more:

The overall picture, interfaces, methods & tools, etc.

© 2015 – Hervé Baron

HERVE BARON

The Oil & Gas Engineering Guide 2nd edition

Order direct from the publisher:

http://www.editionstechnip.com/en/catalogue-detail/1111/oil-gas-engineering-guide-the.html

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