July 2001
Process Industry Practices
Process Control
PIP PCCGN001
General Instrumentation Design Checklist
PURPOSE AND USE OF PROCESS INDUSTRY PRACTICES
In an effort to minimize the cost of process industry facilities, this Practice has
been prepared from the technical requirements in the existing standards of major
industrial users, contractors, or standards organizations. By harmonizing these technical
requirements into a single set of Practices, administrative, application, and engineering
costs to both the purchaser and the manufacturer should be reduced. While this
Practice is expected to incorporate the majority of requirements of most users,
individual applications may involve requirements that will be appended to and take
precedence over this Practice. Determinations concerning fitness for purpose and
particular matters or application of the Practice to particular project or engineering
situations should not be made solely on information contained in these materials. The
use of trade names from time to time should not be viewed as an expression of
preference but rather recognized as normal usage in the trade. Other brands having the
same specifications are equally correct and may be substituted for those named. All
Practices or guidelines are intended to be consistent with applicable laws and
regulations including OSHA requirements. To the extent these Practices or guidelines
should conflict with OSHA or other applicable laws or regulations, such laws or
regulations must be followed. Consult an appropriate professional before applying or
acting on any material contained in or suggested by the Practice.
This Practice is subject to revision at any time by the responsible Function Team
and will be reviewed every 5 years. This Practice will be revised, reaffirmed, or
withdrawn. Information on whether this Practice has been revised may be found at
http://www.pip.org.
© Process Industry Practices (PIP), Construction Industry Institute, The
University of Texas at Austin, 3208 Red River Street, Suite 300, Austin,
Texas 78705. PIP member companies and subscribers may copy this Practice
for their internal use. Changes, overlays, addenda, or modifications of any
kind are not permitted within any PIP Practice without the express written
authorization of PIP.
Not printed with State funds
DATA SHEET
PCCGN001
July 2001
Page 1 of 23
General Instrumentation Design Checklist
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Facility Name/Location:
Project Title:
Process Units:
Checklist Revision Number:
Purchaser Project Number:
Account Number:
SITE CONDITIONS
Reference PIP CVC01016 - Plant Site and Project Data Sheets–Introduction and References - for Weather, Elevation,
and Seismic Zone.
Other Parameters:
Frequency of Lightning Storms:
Chemical Corrosion (State if Heavy, Moderate, Light, or None)
Predominant Corrosive Airborne Contaminants
Toxic Gas (State Type of Gas that May Be Present)
PLANT UTILITIES
Air Supply:
Plant Air:
Normal Pressure, psig
Instrument Air: Normal Pressure, psig
Max, psig
Min, psig
Dew Point, °F
Excess Existing Capacity, scfm
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Steam Supply Headers:
a. Psig
°F
b. Psig
°F
c. Psig
°F
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Water Supply:
Reference PIP CVC01016 - Plant Site and Project Data Sheets–Introduction and References - for Water Distribution
Design Pressure.
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ELECTRICAL AREA CLASSIFICATION
General Area Classification Drawing(s):
Existing
To Be Determined
PERMITS PERTAINING TO INSTRUMENTATION
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Application
Nuclear
Environmental
Other
PCCGN001
DATA SHEET
July 2001
Page 2 of 23
General Instrumentation Design Checklist
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PROCESS UNITS OF MEASUREMENT
Reference Conditions for Flow Measurement: Gas: Temperature
Liquid: Temperature
Pressure
Pressure
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Flow Units:
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Gas:
acfh
scfh
lb/h
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Liquid:
Steam:
Other
gpm
lb/h
bbl/d
kg/min
lb/h
kg/h
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m 3h
m 3h
kg/h
Other
kg/h
Other
Other
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Level Units:
In Process:
Product/Raw Material Storage:
percent
percent
ft
ft
in.
in.
m
m
lb
lb
kg
kg
Other
Other
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Pressure Units:
16
psig
in. H 2O
Vacuum Units:
in. Hg
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psia
mm H 2O
barg
kPa (gauge)
kg/cm 2 (gauge)
Other (Referenced at ___ Temperature and ___ Pressure)
mm Hg
in. H 2O
Other
Other
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Temperature:
°F
°C
Other
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Density:
Sp Gr
g/ml
g/cm 3
lb/ft3
kg/m 3
Other
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Viscosity:
cP (Centipoise)
cSt (Centistokes)
Other
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OPERATING PHILOSOPHY AND DEGREE OF AUTOMATION
Operating System Philosophy Attached
Operating Philosophy Described below
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Packaged Equipment:
Local Control Panels
Interface to Basic Process Control System
Controls Integrated into Basic Process Control System
DATA SHEET
PCCGN001
July 2001
Page 3 of 23
General Instrumentation Design Checklist
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CONTROL BUILDINGS
Control Building Criteria:
PIP PCCCB001: List Options Below
Owner's Criteria
Other
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Control System I/O Location:
Centralized Control Building
Distributed in Motor Control Center Buildings
Distributed throughout Process Areas
Remote Instrument Enclosure (RIE or Rack Room)
Other
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Control Building Locations and Construction:
Control Room Locations:
New
Existing
Associated Process Area
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Remote Instrument Enclosure (RIE) Locations (Rack Rooms):
New
Existing
Associated Process Area
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Remote Instrument Enclosure (RIE) Construction:
Prefabricated
On-Site Constructed
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Control Building Access Flooring (Computer Floor):
Control Room, RIE, and Rack Room
Only in Areas of High-Density Wiring
Not Used
Other
RIE Building
Wiring Entry:
Side
Bottom
I/O Cabinet Entry
Top
Bottom
DATA SHEET
General Instrumentation Design Checklist
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PCCGN001
July 2001
Page 4 of 23
BASIC PROCESS CONTROL SYSTEM DESIGN CRITERIA
General Control System Types:
Application
Existing Control System(s)
New Control System(s)
Dedicated Electronic Panel Instruments
Digital, Shared Display, Control Equipment
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Digital, Shared Display, Control Equipment System, Types:
Distributed Control System (DCS)
Programmable Logic Controller (PLC)
Safety Instrumented System (SIS)
Other (Specify)
Complete SIS Checklist Data Sheet (See Annex D)
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Non-Discrete Input and Output Signal Types:
Input Output Isolated Non-Isolated
Type
Application Requirements for Signal Use
Smart/Analog
Smart/Digital
4-20 mADC
1-5 VDC
Frequency
RTD Direct
T/C Direct
Multiplexed
Field Bus
Others:
Note: If Any Transmitted Signals Are to Be Shared with the SIS, see ANSI/ISA S84.01 for Design Guidance.
Discrete Input and Output Signal Types:
Input Output Isolated Non-Isolated
Type
Application Requirements for Signal Use
24 VDC
120 VAC
1-5 VDC
Other
Discrete Output Contacts Types:
Isolated Non-Isolated
Type
Application
Normally Closed (N.C.)
Normally Open (N.O.)
N.C. Momentary
N.O. Momentary
Latching
Other
PCCGN001
DATA SHEET
July 2001
Page 5 of 23
General Instrumentation Design Checklist
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BASIC PROCESS CONTROL SYSTEM DESIGN CRITERIA (CONTINUED)
Percentage of Installed Spare Capacity Requirements:
Type
Spare (%)
I/O Cards
I/O Card Slots
Controllers
Processor Memory
Cabinet Space
Field Junction Box
Marshalling Panels
Spare Wire Pairs
Terminals
Other:
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Operator Interface:
Video Size:
21 Inch
Other
Maximum Allowable Screen Update Time:
Video Display
Location
Quantity
1 Second
Printer
Location
Other ____ Second(s)
Screen Hardcopier
Location
Quantity
Quantity
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System Redundancy Requirements:
Display Electronics
Control Processors
I/O
Communications Hwy and Devices
Power Supply
Battery Backup in DCS Cabinet
Other
Application
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Communication with Other Systems:
Process Control Computer
Information Systems Computer
Programmable Logic Controller
Safety Instrumented System
Analyzer System
Tank Farm/Tank Gauging System
E-mail System
Maintenance System
Lab System
Motor Control Center
Other:
DATA SHEET
General Instrumentation Design Checklist
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PCCGN001
July 2001
Page 6 of 23
BASIC PROCESS CONTROL SYSTEM DESIGN CRITERIA (CONT)
Discrete Device Control:
Motor Control Systems:
Status Only on Shared Display
Status and Stop Command on Shared Display
Status and Start/stop Command on Shared Display
As Indicated on P&IDs
Other
On/Off Valves:
No Feedback Required
Confirm Fail Position
Confirm Close Position Only
Confirm Open Position Only
Confirm Both Open and Close Position
As Indicated on P&IDs
Other
ENGINEERING SERVICES
System Configuration by:
Owner
Engineering Contractor
System Supplier
Other
Graphics Development by:
Owner
Engineering Contractor
System Supplier
Other
Graphics Requirements:
P&I Type Diagrams with Active Process Data
P&I Type - Interactive with System Operated Directly from Graphics
Dynamic Display
Other
Trending Requirements:
Real Time Only
Historical
Historical with Long-Term Storage Device
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Other
VENDOR SERVICES
Vendor Required to Assist with:
Kick-off Meetings
Client Witnessed Checkout at Manufacturer's Facility
Commissioning at Client's Job Site
Integration Tests with Other Systems
Other
Control System Process Start-up
System Training:
Formal System Training Purchased with System:
Yes
No If Yes, Describe Training Requirements.
Configuration
Operation
Maintenance
Graphics
Training on Site at Owner's Facility
Number of Technicians to Be Trained
Training at Vendor's Facility
Number of Engineers to Be Trained
Training at OEM's Facility
Number of Operators to Be Trained
DOCUMENTATION FOR BASIC PROCESS CONTROL SYSTEM
Manuals
Configuration
Electronically Stored Documentation (Specify Documents and Format.)
Document
Format
DATA SHEET
PCCGN001
July 2001
Page 7 of 23
General Instrumentation Design Checklist
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120 VAC
Other
Phase
BASIC PROCESS CONTROL SYSTEM POWER SOURCE
Hz
240 VAC
Phase
Hz
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Power Source Location:
Primary
Existing Transformer (Specify)
New Transformer Required
Existing UPS
(Specify)
New UPS Required (Specify)
Other
Secondary
Existing Transformer (Specify)
New Transformer Required
Existing UPS
(Specify)
New UPS Required (Specify)
Other
UPS Application:
All Instrument and Controls
Instrumented
System (Shutdown/Interlocks)
Analyzers (Specify)
Control System Processors
Others
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UPS System Battery Backup Time, Min
Additional Power Conditioning Requirements (Specify)
Emergency Power:
Yes
Voltage Level
No
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FIELD INSTRUMENTS: TRANSMITTERS
Enter “Not to Be Used” under Application if Instrument Is Not to Be Considered.
Type
Application
Electronic (4-20 mADC)
Smart Transmitter Analog Mode
Smart Transmitter Digital Mode
Multivariable
Other
If Smart Transmitters Are Used, Specify Failure Mode.
Application
Upscale
Downscale
Last Value
Application Dependent
None
Other
Protocol
Application
HART
DE
Foundation Fieldbus
Other
Safety
PCCGN001
DATA SHEET
July 2001
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General Instrumentation Design Checklist
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FIELD INSTRUMENTS: TRANSMITTERS (CONTINUED)
Options
Integral Indicator
Engineering Units
Percent
Remote Indicator
Engineering Units
Percent
Lightning Protection
Factory Calibration Required
Mounting:
2" Pipe Stand
Other
Power Supply:
24 VDC System (2 Wire)
120 VAC External
Other
Agency Approval Requirements:
Yes
No
Specify Agency:
UL (Underwriters Laboratory)
FM (Factory Mutual)
CSA (Canadian Std Assoc)
Local
Other
Enclosure Requirements:
NEMA 4
NEMA 4X
NEMA 7/4
NEMA 12
Explosion Proof
General Purpose
Other
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Instrument Type
Magnetic Flow Meter
Wedge
Ultrasonic
Positive Displacement
Vortex Shedding
Pitot Tube
Variable Area (Rotameter)
Turbine
Target
Thermal
Orifice
Flow Nozzle
Venturi
Parshall Flume
Coriolis
Prefabricated Meter Runs
Other
FIELD INSTRUMENTS: FLOW MEASUREMENT
Application
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Flow Meter Electronic Converters to Be Mounted:
Remote from Flow Element
Integral with Flow Element
PCCGN001
DATA SHEET
General Instrumentation Design Checklist
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Instrument Type
FIELD INSTRUMENTS: LEVEL MEASUREMENTS
Application
Bubbler
Capacitance
Conductivity
D/P
D/P with Remote Seals
Flush Mount Diaphragm
Extended Diaphragm
Displacer
Float
Magnetically Coupled Float
Microwave
Radar
Nuclear
Ultrasonic/Sonic
Other
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Level Gauges:
Reflex
Transparent
Magnetic
Application
Options:
Gauge Cocks Assembled
Without Gauge Cocks
Illuminator
Blow-Out Shield
Blow-Out Protection Ball Check Valve
Application
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Bridles:
Yes
No
July 2001
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PCCGN001
DATA SHEET
General Instrumentation Design Checklist
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FIELD INSTRUMENTS: PRESSURE MEASUREMENTS
Instrument Type
Application
Draft Pressure
Gauge Pressure
Absolute Pressure
Differential Pressure
Transmitters with Remote Seals
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Pressure Gauges:
Service Requiring Liquid-Filled Gauges:
Application
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Case Material:
Phenolic
Polypropylene
Stainless Steel
Other
Application
Accuracy:
2 to 3 Percent
1 Percent
0.5 Percent
Other
Application
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Diaphragm Seal:
1 1/2" Flanged
1" Flanged
Other
Yes
No
Application
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Options:
Syphon
Flushing Tee
Dampener
Other
Application
July 2001
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PCCGN001
DATA SHEET
July 2001
Page 11 of 23
General Instrumentation Design Checklist
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FIELD INSTRUMENTS: TEMPERATURE MEASUREMENTS
Temperature Transmitters:
Yes
No
Specify Application:
All Temp Measurement
Control Applications Only
Other
Mounting:
Pipe Stand
Directly to Thermowell
Rack or Rail
Conduit Mounting
Other
Options:
Indicator
Electrical Isolation
Burnout Protection:
Upscale
Downscale
Application Dependent
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Primary Temperature Sensing Elements:
Primary Element:
RTD
Thermocouple
RTD Element: Specify Applications Requiring RTD:
Control
Indication
Both Control and Indication
Other
Type RTD:
Platinum, 100 ohms, DIN Standard
Configuration:
3 Wire
4 Wire
Dual RTDs
Thermocouple:
Grounded
Other
Specify Application Requiring Thermocouples:
Control
Indication
Both Control and Indication
Other
Type Thermocouple:
T
K
E
Dual Thermocouples
Other
Mounting:
Non-Spring-Loaded
Spring-Loaded
Other
Other
Other
Application
Bayonet Spring-Loaded
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Thermowells:
Type:
Tapered
Material:
316 Stainless
Bore Size:
0.260 in.
Other
Other
Other
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Temperature Gauges (Bimetal Thermometers):
Design Type:
Straight
Adjustable Angle
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Special Requirements:
Right Angle
Other
Surface/Pad
PCCGN001
DATA SHEET
General Instrumentation Design Checklist
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FIELD INSTRUMENTS: FINAL CONTROL ELEMENTS
Valve Type:
Application
Ball Valve
Full Bore
Standard Bore
Characterized Ball Valve
Globe Valve (Stem Guided)
Globe Valve (Cage Guided)
Plug Valve
Butterfly Valve
Butterfly Valve (High Performance)
Eccentric Disc Valve
Pinch Valve (Diaphragm Valve)
Gate Valve
Full Bore
Standard Bore
Other
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Type of Actuator:
Cylinder
Vane
Diaphragm
Piston-Spring Return
Piston-Double Acting
Electric
Other
Application
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Air Volume Tanks Required:
Yes
List Applications:
No
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Positioner Type:
Electro-pneumatic
Smart Electro-pneumatic
Pneumatic Positioner with I/P Transducer
None
Valve Accessories:
Filter/Regulator:
Valve Mounted
Solenoid:
Valve Mounted
I/P Transducer:
Valve Mounted
Application
Pipe Stand Mounted
Pipe Stand Mounted
Pipe Stand Mounted
Remote Mounted
Remote Mounted
Remote Mounted
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PCCGN001
DATA SHEET
General Instrumentation Design Checklist
FIELD INSTRUMENTS: FINAL CONTROL ELEMENTS (CONTINUED)
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Position Switches:
Proximity Type
Electromechanical
Position Transmitters:
Yes
No
Specify
Specify
Application
Specify
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Sizing Calculations: Owner
Valve
Actuator
Contractor
Vendor
Other
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Options:
Tubing
Handwheel
Specify
Fittings
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Solenoid Valves:
Explosion Proof Housing
Dual Coil
Redundant Coil
Single Coil
Hand Reset
Electric Reset
Normally Energized
Normally De-energized
115 VAC Coil
24 VDC Coil
Low Power Coil
Applications
Low Ambient Temp Rated, °F
High Ambient Temp Rated, °F
Electrical Classification Required
Other
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Housing:
General Purpose (Industry Practice)
Weather Proof
Explosion Proof
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General Instrumentation Design Checklist
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Measurement Required
pH
ORP
Conductivity
Moisture
Oxygen
Combustibles
Smoke Detectors
Fire Detectors
Toxic Gas Detectors
Gas Chromatograph
Mass Spectrometer
Other
PCCGN001
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FIELD INSTRUMENTS: ANALYZERS
Type Analyzer
INSTALLATION REQUIREMENTS
Instrument Electrical:
Conduit Material:
Aluminum
Galvanized Steel
PVC Coated
Other
Instrument Power Panel:
Use Existing
New Installation
Field Junction Box:
Not Required
Use Existing
New Installation:
Carbon Steel, Epoxy Coated
Stainless Steel
Fiberglass
Aluminum
Other
Marshalling Panel:
Not Required
Use Existing
New Installation:
Painted, NEMA 1
Painted, NEMA 12
Other
Demolition Requirements:
None Required
Remove All Instruments, Supports, Tubing, and Wiring to:
Junction Box
Cable Tray
Control Room
Other
Wiring Method:
Explosion Proof
Non-Incendive
Intrinsically Safe
General Purpose
120 VAC Service:
14 AWG Min
Other
Instrument Signals or Low Voltage Wiring:
Single Pair Signal Wires:
Twisted and Shielded
Other
Wire Size:
16 AWG
Other
Multipair Signal Wire:
Twisted Pairs with Overall Shield
Other
Wire Size:
20 AWG
Other
Thermocouple Extension Wire:
Single-Pair
Multi-Pair
RTD Signal Wire:
Triad
Other
Plenum Wiring:
Low Smoke Rated
PCCGN001
DATA SHEET
General Instrumentation Design Checklist
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July 2001
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INSTALLATION REQUIREMENTS (CONTINUED)
Instrument Pneumatic System:
Air Tubing:
Material for Single Tube Runs:
Bare Copper
PVC-Coated Copper
316 Stainless Steel
Other
Minimum Tubing Size:
Application
1/4 inch
3/8 inch
1/2 inch
Other
Tubing Support Material:
Stainless Steel
Other
Air Piping:
Refer to Piping Specification
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Process Connections:
Impulse Line to Instrument:
Impulse Line Minimum Size:
Impulse Tubing Material:
Tubing
Tube Bundle
3/8 inch
316 Seamless Stainless Steel
Pipe - Material to Meet Pipe Specification
1/2 inch
Other
Other
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Freeze Protection:
Yes
Tracing Method:
Pre-traced Bundles
Field Traced
Electric Tracing:
Self Limiting
Constant Resistance
Steam Tracing: Pressure, psig
Condensate Return:
Yes
No
Application
No
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Instrument Enclosure Type:
Hard Pack
Full Size
Soft Pack
Other
Application
Half Size
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Purge System Required:
Process Purges: Fluid
Enclosure Purges: Fluid
Purge Requirements Specified:
Per P&ID
Other
Pressure, psig
Pressure, psig
DATA SHEET
General Instrumentation Design Checklist
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SPECIAL APPLICATIONS
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40
41
42
43
44
45
46
47
48
Attachments:
Appendix A – Design Document List
Appendix B – Standards List
Appendix C – Vendors List
Appendix D – Safety Instrumented Systems
PCCGN001
July 2001
Page 16 of 23
DATA SHEET
PCCGN001
July 2001
Page 17 of 23
General Instrumentation Design Checklist
APPENDIX A – DESIGN DOCUMENT LIST
Document Type
Process Control Diagram
P&IDs
System Block (Architecture) Diagram
Master Instrument Index
Narrative Specifications
Instrument Data Sheet
Level Instrument Documents
Control Valve Calculations
Flow Instrument Calculations
Computing Device Calculation and
Calibration
Logic Narratives
Logic Diagrams
Ladder Diagrams
Cause and Effect Diagrams
Batch Sequence Diagrams
PLC Programming Guidelines
DCS Guidelines
Alarm Setpoint Listing
Layout Drawings
Instrument Location Drawings
Instrument Installation Drawings
Instrument Loop Diagrams
Complex Loop Description
Instrument Wiring Documents
Grounding System Drawings
Instrument Installation Checkout and
Calibration/Configuration Procedure
Decommissioning Document
Required by
Owner
Method of
Presentation
Record
Drawing
Sample
Document
Document No.
PCCGN001
DATA SHEET
General Instrumentation Design Checklist
July 2001
Page 18 of 23
APPENDIX B – LIST OF PIP PRACTICES
Subject
Control Buildings
Control Panels
Control Regulators
Control Valves
Digital Control
Systems
Documentation
Differential Pressure
Electrical
Flow Metering
Gas Detection
Safety Systems
General
Practice Title
PIP Practice No.
Process Control Criteria for Control
Buildings
Control Panel Specification
Selection Criteria for Control Regulator
Guidelines for Selection of Control
Regulator
Selection of Control Valves
Guidelines for Application of Control
Valve
Digital Control Systems Criteria
PCCCB001
Digital Control Systems Guidelines
Digital Control Systems Data Sheet
Control System Documentation
Guidelines
Differential Pressure Installation Details
Instrumentation Electrical Criteria
Instrumentation Electrical Fabrication
Details
Instrumentation Electrical Details
Instrument Junction Boxes
Specifications (& Data Sheet)
Flow Measurement Criteria
Flow Measurement Guidelines
Flow Measurement Fabrication Details
Flow Measurement Installation Details
Gas Detection Safety Systems Criteria
PCEDC001
PCSDC01D
PCEDO001
Gas Detection Safety Systems
Guidelines
Gas Detection Safety Systems
Fabrication Details
Gas Detection Safety Systems
Installation Details
Combustible/Toxic Gas Detectors
Specification
Smoke Detector Specifications
Fire Detector Specifications
General Instrument Design Checklist
General Instrument Installation Criteria
Process Control Document Use
Guidelines
Instrument Pipe Support Fabrication
Details
Instrument Pipe Support Installation
Details
PCESM001
PCSCP001
PCCCR001
PCECR001
PCCCV001
PCECV001
PCCDC001
PCIDP000
PCCEL001
PCIEL000
PCIEL000
PCSEL001 (&
01D)
PCCFL001
PCEFL001
PCFFL000
PCIFL000
PCCSM001
PCFSM000
PCISM000
PCSSM001
PCSSM002
PCSSM003
PCCGN001
PCCGN002
PCEGN001
PCFGN000
PCIGN000
PIP
Source of Practice
Owner Contr.
Other
PCCGN001
DATA SHEET
General Instrumentation Design Checklist
July 2001
Page 19 of 23
APPENDIX B – LIST OF PIP PRACTICES
Subject
Instrument Air
Instrument Piping
Level
Package Systems
Pressure
Process Analyzers
Practice Title
Instrument Air Systems Criteria
Instrument Air Systems Guidelines
Instrument Air Installation Details
Instrument Piping and Tubing Systems
Criteria
Instrument Piping and Tubing Systems
Specifications
Level Measurement Criteria
Level Measurement Guidelines
Tank Gauging Criteria
Level Fabrication Details
Level Installation Details
Packaged Equipment Instrumentation
Specification (Large Systems)
Packaged Equipment Instrumentation
Data Sheet
Packaged Equipment Instrumentation
Data Sheet and Instructions
Packaged Equipment Instrumentation
Specification (Small System)
Packaged Equipment Instrumentation
Documentation Requirements Data
Sheet and Instructions (& Data Sheet)
Packaged Equipment Instrumentation
Inspection and Testing Requirements
Pressure Measurement Criteria
Pressure Installation Details
Process Analyzer System Engineering
Guidelines
Process Analyzer Project Implementation
Guidelines
Process Analyzer System Design Criteria
Process Analyzer System
Documentation Data Sheet &
Instructions (& Data Sheet)
Process Analyzer System Data Sheet &
Instructions (& Data Sheet)
Process Analyzer Shelter Data Sheet &
Instructions (& Data Sheet)
Process Analyzer Bid Proposal Data
Sheet and Instructions (& Data Sheet)
Process Analyzer Field Installation
Process Analyzer System Testing
Criteria
PIP Practice No.
PCCIA001
PCEIA001
PCIIA000
PCCIP001
PCSIP001
PCCLI001
PCELI001
PCCLI002
PCFLI000
PCILI000
PCSPS001
PCSPS01D
PCSPS002
PCSPS003
PCDPS001 (&
01D)
PCTPS001
PCCPR001
PCIPR000
PCEPA001
PCEPA002
PCCPA001
PCSPA001 (&
01D)
PCSPA002 (&
02D)
PCSPA003 (&
03D)
PCSPA004 (&
04D)
PCIPA001
PCTPA001
PIP
Source of Practice
Owner Contr.
Other
PCCGN001
DATA SHEET
General Instrumentation Design Checklist
July 2001
Page 20 of 23
APPENDIX B – LIST OF PIP PRACTICES
Subject
Programmable
Logic Controllers
Rotating Equipment
Monitors
Safety Systems
Temperature
Weighing Systems
Wiring
Site Conditions
Practice Title
Programmable Logic Controller
Specification
Programmable Logic Controller Data
Sheet and Instructions
Programmable Logic Controller Data
Sheet
Programmable Logic Controller
Configuration Guidelines
Programmable Logic Controller
Documentation Requirements Data
Sheet and Instructions
Programmable Logic Controller
Documentation Requirements Data
Sheet
Programmable Logic Controller
Testing Requirements
Rotating Equipment Monitoring
Criteria
Rotating Equipment Monitoring
Guidelines
Rotating Equipment Monitoring
Installation Details
Safety Systems Guidelines
Safety System Testing
Temperature Measurement Criteria
Temperature Measurement
Guidelines
Temperature Measurement
Fabrication Details
Weighing Systems Criteria
Weighing Systems Guidelines
300-Volt Instrumentation Tray Cable
Plant Site and Project Data Sheets –
Introduction and References
PIP Practice No.
PCSPLC01
PCSPLC02
PCSPLC1D
PCEPLC01
PCDPLC01
PCDPLC1D
PCTPLC01
PCCRE001
PCERE001
PCIRE000
PCESS001
PCTSS001
PCCTE001
PCETE001
PCFTE000
PCCWE001
PCEWE001
ELSWC005
CVC01016
PIP
Source of Practice
Owner Contr.
Other
DATA SHEET
General Instrumentation Design Checklist
PCCGN001
July 2001
Page 21 of 23
APPENDIX C – VENDORS LIST
Instrument Items
Buyer Preference 1
Vendor/Model
Buyer Preference 2
Vendor/Model
Vendor Model
PCCGN001
DATA SHEET
July 2001
Page 22 of 23
General Instrumentation Design Checklist
APPENDIX D – SAFETY INSTRUMENTED SYSTEMS
Process Hazard Analysis (PHA) Have Been Completed:
Yes
No
The Following Points Relative to Safety Instrumented Systems (SIS) Have Been Addressed.
Responsibility
Owner
Contr.
Other
Hazardous events and associated safety functions are identified.
Safety Integrity Level (SIL) of each function are determined.
Sensors/final elements associated with the safety functions are
identified.
Special instrumented related issues, such as speed of response
and unique sensor/final element requirements, are discussed and
identified.
Common cause conditions that can result in instrument failures,
such as corrosion, unusually high/low ambient temperatures,
plugging, polymerization, and chemical incompatibility, are
identified.
Regulatory requirements impacting the SIS and/or its components
are met. May be Federal, State, or Local.
Safety Functional Requirements Have Been Determined:
Yes
No
The Following Points Relative to Safety Functional Requirements Have Been Addressed.
Responsibility
Owner
Safe state defined for each safety function/event
Process inputs/final elements defined by loop number
Trip points established noting any unusual accuracy/repeatability
requirements
Normal operating range and limits of acceptable operation
Action of final elements on loss of utilities and/or defined SIS
failures
Functional relationships between inputs and outputs (logic design)
defined
Trip philosophy - energize or de-energize to trip
Manual shutdown requirements
Procedures established for loss of power to the major portions of
the SIS (logic solvers, human machine interface, etc.)
Specifics established relative to response time for the SIS to bring
the process to a safe state for all events
Operator response for typical failures of the SIS (watchdog timeouts, etc.)
Quantity/location/special features of the human interface stations
Reset functions established (manual, auto, etc.)
Miscellaneous requirements impacting the SIS and/or its
components. May be corporate, departmental, or plant site specific.
Contr.
Other
PCCGN001
DATA SHEET
July 2001
Page 23 of 23
General Instrumentation Design Checklist
APPENDIX D – SAFETY INSTRUMENTED SYSTEMS
Safety Integrity Level (SIL) Requirements Have Been Determined:
Yes
No
The Following Points Relative to Safety Integrity Level Requirements Have Been Addressed.
Responsibility
Owner
Contr.
Other
SIL established for each event/safety function, expressed in
ANSI/ISA-S84.01 in terms or equivalent terms used by the user
organization
Requirements for equipment and/or user applied diagnostics (see
ANSI/ISA-S 84.01 Annex B9 for additional information)
Design requirements/features that impact maintenance and testing
Requirements/features that minimize spurious trips where
shutdowns/restarts result in hazardous situations
NOTE: Many companies perform several PHA’s during the various project stages between conceptual design and
startup. The above checklist items should be reviewed for completeness following each PHA.
Conceptual Design Requirements Have Been Determined:
Yes
No
The Following Points Relative to Conceptual Design Requirements Have Been Addressed.
Responsibility
Owner
Contr.
Other
SIS architecture defined for each SIL
Assignment of safety functions to individual SIS’s
The design considerations listed in Section 6.2.3 and the referenced
annexes have been reviewed for applicability to the subject project and
implemented where they are required to meet the SIL.
And/Or
Equivalent corporate standards/guidelines have been implemented.
Detailed Design Requirements Have Been Determined. Section 7:
Yes
No
The Following Points Relative to Detailed Design Requirements Have Been Addressed.
Responsibility
Owner
General requirements - Section 7.2
SIS logic solver requirements - Section 7.3
Field device requirements - Section 7.4
Interface requirements - Section 7.5
Power source requirements - Section 7.6
System environmental conditions - Section 7.7
Application logic requirements - Section 7.8
Maintenance and/or testing design requirements - Section 7.9
NOTE: Corporate standards/guidelines are to be incorporated as
applicable.
Contr.
Other