Control Loop Performance Monitoring
2015 Course Catalog
PAS University
Training Course Catalog
Process Control – PSS-PC 101: Introduction to Process Control & Optimization Workshop
Course Description
This workshop provides students with an overall understanding of process control as well as the opportunity to
improve performance in a plant. The course describes the basics of a control loop and its elements:
measurement element, control element, and controller. Participants will understand the theory behind a PID
controller, and the implementation of various control strategies. A practical approach in identifying problems in
control loops is demonstrated: tuning, sizing, hysteresis, stiction, and non-linearity. Students learn best
practices to target loops which are bad actors and can have the greatest impact in plant performance.
Application:
PSS
Length of Course / Continuing Education:
1 day / 0.8 CEU
Course Delivery:
On-campus, Off-campus, Virtual-campus
Maximum Number of Students:
12
Location:
Various training facilities; check website for details
Course Materials:
Training manual, MS PowerPointTM, course exercises,
and quizzes
Target Audience:
Process Engineers, Instrument Control Engineers, IT,
System Administrators, and System Integrators
Prerequisites:
None
Course Outline
●
Control loops
o
Understanding control loop concepts
o
Basic design of a control loop
o
Benefits and challenges
o
Introduction to measurement and control elements
o
Understanding controller types, modes, structure and controller options
o
Changes in business drivers
●
Control valves & positioners
o Introduction to flow characteristics
o Introduction to various control valve types
o Understanding positioners purpose in the design
●
Common problems and solutions in control loops
o
Control valve becomes mechanically deficient
o
Sensor is no longer reading accurately and needs to be calibrated
o
Oscillations
o
Tuning
o
Sizing
o
Hysteresis
o
Stiction
o
Non-linearity
●
Benefits of control loop optimization: Understanding production, as well as financial and safety
importance
●
PID controllers: Understanding concepts behind PID controllers
●
Understanding control strategy designs: Learning about control objectives, measurements, control
elements, interactions, and advanced regulatory controls
Process Control – PSS-PC 201: Analyzing and Tuning Your Loops – ControlWizard™ & TuneWizard™
Course Description
This course provides students with methods to assess the performance of control loops in a plant. The course
begins with understanding the benefits of control loop performance, causes of poor performance, the need for
assessment, and assessing the performance of PID control loop, utilizing ControlWizard and TuneWizard.
Trainees learn to identify the top 10 problematic loops: loops that require control strategy changes, as well as
loops that have hardware issues, and loops that require tuning.
Students will understand the theory behind a performance indicator and the factors that affect the performance
indicator by creating their own KPI’s. Utilizing the built-in reports, trainees will be able to prioritize the loops
based on their effect on production and the corresponding actions to be taken to resolve the performance
issues.
Students review the theory behind control loop tuning and the benefits of assessing the loops prior to
optimizing them. Hands-on exercises use PAS TuneWizard to tune loops in open-loop mode and observe the
responses based on changing tuning parameters. Trainees will be able to reduce the effects of hysteresis,
stiction, linearity, and variability through tuning. Students will understand the benefits of performing a
closed-loop bump test and changing the PID parameters based on suggested industry practices by utilizing
TuneWizard.
Application:
PSS ControlWizard™, TuneWizard™
Length of Course / Continuing Education:
2.0 days / 1.6 CEU
Course Delivery:
On-campus, Off-campus, Virtual-campus
Maximum Number of Students:
12
Location:
Various training facilities; check website for details
Course Materials:
Training manual, MS PowerPointTM, course exercises,
and quizzes
Target Audience:
Process Engineers, Instrument Control Engineers, IT,
System Administrators, and System Integrators
Prerequisites:
PSS-PC 101
Course Outline
ControlWizard
●
Control Loop Performance Management (CLPM)
o
Overview of CLPM
o
Understanding causes of poor control loops
o
Performance assessment using PSS ControlWizard
o
Performance improvement using TuneWizard
●
PSS ControlWizard solution
o
Learning about sampling rates
o
Understanding the scheduler
o
Understanding the reassessment interval
●
Loop diagnostics: Diagnoses oscillations, tuning, and events
●
Assessment results
o
Sorting and filtering results
o
Taking notes and making comments on assessment results
o
Loop assessment history
●
TreeMap
o
Providing an overview of loop performance
o
Understanding block position/hierarchy, size, and color
o
Drawing attention to problem areas
●
Key Performance Indicators
o
Creating, scheduling, and viewing KPI’s
o
Understanding individual loops vs summary of loops
●
Configuring control loops
o
Creating and deleting control loops
o
Performing bulk configuration
●
Maintenance Log
o
Adding alarms and control loops
o
Managing maintenance logs
●
Web Access: Viewing Loop Analysis by using Microsoft Internet Explorer for broad access
●
Reports: Creating and scheduling reports to notify all parties of interest at your site
TuneWizard
●
Identifying the top 10 problematic loops
o
Analyzing loops
o
Loops that require control strategy changes
o
Loops that have hardware issues
o
Loops that require tuning
●
Process control challenges
o
Learning about traditional control loop optimization and challenges
o
Control loop optimization solution (instrumentation, process, and controllers)
●
Controllers
o
Understanding the basics of control strategy design
o
Traditional tuning challenges
o
Justification for TuneWizard
●
Tuning procedures concepts
o
Ziegler-Nichols - various
o
Cohen-Coon tuning rules
o
PID Tuning Calculator (Software)
o
Internal Model Control - Lambda Tuning
o
Control loop robustness
o
Comparison of tuning rules
●
Tuning strategies for common loops: tuning flow, temperature, level and pressure loops
●
Process diagnostics
o
Components of a control loop
o
Understanding how mechanical integrity of a valve and/or process can contribute to deficiencies
o
Running diagnostic test checks for process deficiencies
●
Instrumentation challenges
o
Understanding control valves & process diagnostics
o
Understanding common control valve problems such as hysteresis and stiction
●
Practical sessions using TuneWizard
o
Basic TuneWizard operations such as File Menu and Configuring Channels page
o
Running diagnostics
o
User aids such as color-coding
o
Controller tuning with TuneWizard
o
Integral control
o
Derivative control
o
Filtering
Process Control – PSS-PC 500: Administering Your PlantState Suite (PSS) System - PSS for
ControlWizard/TuneWizard
Course Description
Students learn the various modules and components of the PSS system so as to be able diagnose and administer
the PlantState Suite System. Trainees learn about the various mechanisms for data collection, user
administration & security, database administration, back-up and restore, as well as triggered alerting. The user
will understand how to generate and review log files and interact with PAS Customer Care to troubleshoot errors
and logging issues.
Application:
PSS ControlWizard™, TuneWizard™
Length of Course / Continuing Education:
1 day / 0.8 CEU
Course Delivery:
On-campus, Off-campus, Virtual-campus
Maximum Number of Students:
12
Location:
Various training facilities; check website for details
Course Materials:
Training manual, MS PowerPointTM, course exercises,
and quizzes
Target Audience:
Process Engineers, Instrument Control Engineers, IT,
System Administrators, and System Integrators
Prerequisites:
PSS-PC 101
PSS-PC 201
Course Outline
●
Site’s PSS components and deployment: This module discusses how PSS installed components
communicate with one another in order to transfer and process raw points and events data and instructs
how to configure the application to span a multi-tier network so as to adhere to site-specific architecture.
●
Application security: Managing user accounts, roles and access privileges in PSS
●
OPC DA connection management
o
Introduction to OPC connection
o
Configuring OPC security settings for PSS
o
Configuring OPC Connections in PPS
●
Connecting to Loop Optimizer in PSS: Process of connecting loops data from PSS to Loop Optimizer
application via PSS hard client.
●
Diagnostic notification: Participants learn how to configure PSS to notify system administrators about
abnormal behaviors via email notifications. Various notification types are available for each data owner
and configuration options can be tailored to meet various system requirements.
●
System maintenance: This module walks the student through upgrading a PSS database. The basics of MS
SQL administration are covered. Automated back-ups and automated database maintenance are
configured.
●
Troubleshooting basics: After learning how PSS components work with one another in order to collect,
process, and present data, the PSS administrators will be trained on basic troubleshooting techniques in
the event that PSS encounters an issue. Access the PAS Customer Care portal, and understand the required
information and files necessary to provide rapid issue resolution.
About PAS
PAS specializes in human reliability software solutions for power and process plants worldwide to enhance
plant safety, compliance and profitability by providing essential information within context to allow the plant
operator maximum situation awareness and reduce plant vulnerabilities. PAS’ comprehensive portfolio
solutions include alarm management, automation configuration management, control loop performance
optimization, and high-performance human machine interfaces. PAS solutions are installed in over 1000
industrial plants worldwide.
About Human Reliability
Human Reliability is the practice of optimizing human performance in complex systems and situations.
Human Reliability develops practices and procedures to minimize error and maximize the resilience of
systems through the use of user centered and error tolerant design and procedures.
For More Information
To learn more about PAS’
solutions, visit www.pas.com
Human Reliability Solutions
PAS
16055 Space Center Blvd.
Houston, Texas 77062
USA
Phone: +1 (281) 286-6565
Fax: +1 (281) 286-6767
www.pas.com