Fundamentals of Industrial Instrumentation and Process Control Second Edition William C Dunn Full Chapter
Fundamentals of Industrial Instrumentation and Process Control Second Edition William C Dunn Full Chapter
Fundamentals of Industrial Instrumentation and Process Control Second Edition William C Dunn Full Chapter
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Contents
Preface
Acknowledgment
1 Introduction
Chapter Objectives
1.1 Introduction
1.1.1 History
1.2 Process Control
1.3 Definition of the Elements in a Control Loop
1.4 Process Facility Considerations
1.5 Units and Standards
1.6 Instrument Accuracy
Summary
Problems
2 Pressure
Chapter Objectives
2.1 Introduction
2.2 Basic Terms
2.2.1 Density
2.2.2 Impact Pressure
2.3 Pressure Measurements
2.4 Pressure Formulas
2.5 Measuring Instruments
2.5.1 Manometers
2.5.2 Diaphragms, Capsules, and Bellows
2.5.3 Bourdon Tubes
2.5.4 Other Pressure Sensors
2.5.5 Vacuum Instruments
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2.6 Application Considerations
2.6.1 Selection
2.6.2 Installation
2.6.3 Calibration
Summary
Problems
3 Level
Chapter Objectives
3.1 Introduction
3.2 Level Formulas
3.3 Level Sensing Devices
3.3.1 Direct Level Sensing
3.3.2 Indirect Level Sensing
3.4 Application Considerations
Summary
Problems
4 Flow
Chapter Objectives
4.1 Introduction
4.2 Basic Terms
4.3 Flow Formulas
4.3.1 Continuity Equation
4.3.2 Bernoulli Equation
4.3.3 Flow Losses
4.4 Flow Measurement Instruments
4.4.1 Flow Rate
4.4.2 Total Flow
4.4.3 Mass Flow
4.4.4 Dry Particulate Flow Rate
4.4.5 Open Channel Flow
4.5 Application Considerations
4.5.1 Selection
4.5.2 Installation
4.5.3 Calibration
Summary
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Problems
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6.3.1 Basic Terms
6.3.2 Density Measuring Devices
6.3.3 Density Application Considerations
6.4 Viscosity
6.4.1 Basic Terms
6.4.2 Viscosity Measuring Instruments
6.5 pH Measurements
6.5.1 Basic Terms
6.5.2 pH Measuring Devices
6.5.3 pH Application Considerations
Summary
Problems
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8.3 Safety Sensors
8.3.1 Smoke and Fire Sensors
8.3.2 Heat Sensors
8.3.3 Gas Sensors
8.3.4 Artificial Senses Chemical Sensors
8.3.5 Radiation Detectors
8.4 Process Equipment Safety
8.4.1 Alarm and Trip Systems
8.4.2 Safety Instrumented Systems
8.4.3 Power Loss Fail Safe
8.4.4 Safety Instrumented System Example
8.5 Safety and Protection
8.5.1 Personnel Protection
8.5.2 Environmental Protection
8.5.3 Equipment Protection
Summary
Problems
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9.5.2 Span Adjustment
9.5.3 Linearization in Analog Circuits
9.5.4 Linearization in Digital Circuits
9.5.5 Temperature Correction
9.6 Bridge Circuits
9.6.1 DC Bridges
9.6.2 Current-Balanced Bridge
9.6.3 Strain Gauge Sensors
9.6.4 AC Bridges
9.6.5 Capacitive Sensors
9.6.6 Resistance Sensors
9.6.7 Magnetic Sensors
Summary
Problems
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11 Process Control
Chapter Objectives
11.1 Introduction
11.2 Basic Terms
11.3 Control Modes
11.3.1 ON/OFF Action
11.3.2 Differential Action
11.3.3 Proportional Action
11.3.4 Derivative Action
11.3.5 Integral Action
11.3.6 PID Action
11.4 Implementation of Control Loops
11.4.1 ON/OFF Action Pneumatic Controller
11.4.2 ON/OFF Action Electrical Controller
11.4.3 PID Action Pneumatic Controller
11.4.4 PID Action Control Circuits
11.4.5 PID Electronic Controller
11.5 Digital Controllers
Summary
Problems
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12.4.1 Actuators
12.4.2 Primary Elements
12.4.3 Regulators
12.4.4 Math Functions
12.5 P and ID Drawings
Summary
Problems
13 Signal Transmission
Chapter Objectives
13.1 Introduction
13.2 Pneumatic Transmission
13.3 Analog Transmission
13.3.1 Noise Considerations
13.3.2 Voltage Signals
13.3.3 Current Signals
13.3.4 Signal Conversion
13.3.5 Thermocouples
13.3.6 Resistance Temperature Devices
13.4 Digital Transmission
13.4.1 Transmission Standards
13.4.2 Smart Sensors
13.4.3 Foundation Fieldbus and Profibus
13.5 Digital Signal Converters
13.5.1 Analog-to-Digital Conversion
13.5.2 Digital-to-Analog Conversion
13.6 Telemetry
13.6.1 Width Modulation
13.6.2 Frequency Shift Modulation
Summary
Problems
14 Logic Gates
Chapter Objectives
14.1 Introduction
14.2 Digital Numbers
14.2.1 Converting Binary Numbers to Decimal Numbers
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14.2.2 Converting from Decimal to Binary
14.3 Digital Logic Gates
14.3.1 Buffer Gate
14.3.2 AND Gate
14.3.3 OR Gate
14.3.4 NOT Gate
14.3.5 Signal Inversion
14.3.6 XOR Gates
14.3.7 Logic Symbols
14.4 Boolean Algebra
14.5 Functional Building Blocks
Summary
Problems
16 Motor Control
Chapter Objectives
16.1 Introduction
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16.2 Motor Classification
16.3 Motor Operation
16.3.1 DC Motors
16.3.2 AC Motors
16.3.3 Single-Phase Motor
16.3.4 Three-Phase Motors
16.3.5 Universal Motors
16.3.6 Stepping Motors
16.3.7 Servomotors and Synchro Motors
16.4 Motor Ratings
16.4.1 Electrical Ratings
16.4.2 Control Equipment Ratings
16.4.3 Enclosure Standards
16.5 Motor Control Applications
16.5.1 Two- and Three-Wire Starting
16.5.2 Startup Control
16.5.3 Wound Rotor Motor
16.5.4 Speed Control
16.5.5 DC Motor
16.5.6 Actuator Control
16.5.7 Stepper Motor
16.6 Motor Protection
Summary
Problems
A Units
B Thermocouple Tables
D Abbreviations
Glossary
Index
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Preface
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controlling pressure, flow, and the control of the input variables to a
process are discussed in Chap. 10. System configurations are given in
Chap. 11 which cover ON/OFF systems and the types of feedback used in
closed-loop systems. In Chap. 12, documentation as applied to
instrumentation and control is introduced, together with standard symbols
recommended by the Instrument Society of America (ISA) for use in
instrumentation control diagrams. Electronics and pneumatics are the
mediums for signal transmission, and control. The use of the HART
protocol is considered together with analog-to-digital signal conversion in
Chap. 13. Chapter 14 introduces number conversions, logic gates, and
functional building blocks. Chapter 15 discusses the programmable logic
controller and ladder diagrams. Finally, in Chap. 16, various types of
electric motors and their use in process control are discussed.
The primary reason for writing this book was that the author felt there
was not a clear, concise, and up-to-date text for understanding the basics of
instrumentation and process control from the perspective of the technician
and engineer. The Second Edition has been expanded to try and cover as
many of the basics as possible that are used in process control. Every effort
has been made to ensure that the text is accurate, easily readable, and
understandable.
Both engineering and scientific units are discussed in the text. Each
chapter contains worked examples for clarification, with exercise problems
at the end of each chapter. A glossary is given at the end of the text. There
are answers to the odd numbered questions in the Appendix. An
instructor’s manual with answers to the problems is available online.
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Acknowledgment
I would like to thank my wife Nadine for her patience, understanding, and
many helpful suggestions during the writing of this text.
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CHAPTER 1
Introduction
Chapter Objectives
This chapter is to introduce you to instrumentation, the various
measurement units used, and why process control relies extensively on
instrumentation. This chapter will help you become familiar with
instrument terminology and standards.
Topics discussed in this chapter are as follows:
1.1 Introduction
Instrumentation is the basis used in industry for process control. However,
it comes in many forms, from domestic water heaters and HVAC (heating,
ventilation, and air-conditioning), where the variable temperature is
measured and used to control gas, oil, or electricity flow to the water
heater, or heating system, or electricity to the compressor for refrigeration,
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to complex industrial process-control applications such as the ones used in
the petroleum or chemical industry.
In industrial control a wide number of variables can be sensed
simultaneously from temperature, flow, and pressure to time and distance,
all of which can be interdependent variables in a single process requiring
complex microprocessor systems for total control. Due to the rapid
advances in technology, instruments in use today may be obsolete
tomorrow; new and more efficient measurement techniques are constantly
being introduced. These changes are being driven by the need for higher
accuracy, quality, precision, and performance. To measure parameters
accurately, techniques have been developed that were thought impossible
only a few years ago.
1.1.1 History
Manufacturing can be dated back to when humans first made tools, clay
pots, bowls, plates, and the like in the early stone age or before. It may
have been crude manufacturing, but nonetheless it was a manufacturing
process, with control in the hands of the maker. Limited process control
came with the mining and smelting of copper and then tin to make bronze
for the manufacturing of tools, weapons, and so on some two millennia
BCE. Iron was then discovered and used to replace bronze for tools,
weapons, and suits of armor and chain mail appeared as manufacturing
processes became better understood and a degree of quality control was
initiated. About this time the water wheel came into being and was used
for pumping water, crushing ore, and grinding wheat, corn, and the like.
The next big step in manufacturing came with Watt’s steam engine in the
1770s. The steam engine provided the power to drive manufacturing
machines, and hence the start of the industrial revolution. To support and
control the manufacturing process, came the need for sensors, instruments,
and process control. Pneumatics then came into being to give the feedback
signals for control and automation. The development of the electric motor
gave greater flexibility in power generation and control until today with
the development of the electronics industry we have process controllers
that can simultaneously change many variables and control many actuators
and valves for temperature and flow. The assembly and production lines
give tight control and high-quality processing. We must also mention the
many organizations that have come into being for developing process
rules, regulations, and standardization.
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1.2 Process Control
In order to produce a product with consistent high quality, tight process
control is necessary. A simple-to-understand example of process control
would be the supply of water to a number of cleaning stations, where the
water temperature needs to be kept constant in spite of the demand. A
simple control block is shown in Fig. 1.1a: steam and cold water are fed
into a heat exchanger, where heat from the steam is used to bring the cold
water to the required working temperature. A thermometer is used to
measure the temperature of the water (the measured variable) from the
process or exchanger. The temperature is observed by an operator who
adjusts the flow of steam (the manipulated variable) into the heat
exchanger to keep the water flowing from the heat exchanger at the
constant set temperature. This operation is referred to as process control,
and in practice would be automated as shown in Fig. 1.1b.
FIGURE 1.1 Process control showing (a) the manual control of a simple
heat exchanger process loop and (b) automatic control of a heat exchanger
process loop.
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the water temperature is sensed and converted to an electrical signal which
is then amplified and sent to a controller that evaluates the signal and
sends a correction signal to an actuator, which adjusts the flow of steam to
the heat exchanger to keep the temperature of the water at its
predetermined value.
The diagram in Fig. 1.1b is an oversimplified feedback loop and is
expanded in Fig. 1.2. In any process there are a number of inputs, i.e.,
from chemicals to solid goods. These are manipulated in the process and a
new chemical or component emerges at the output. The controlled inputs
to the process and the measured output parameters from the process are
called variables.
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FIGURE 1.3 Automotive engine showing some of the measured and
controlled variables.
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FIGURE 1.4 Block diagram of the elements that make up the feedback
path in a process-control loop.
Feedback loop is the signal path from the output back to the
input to correct for any variation between the output level from
the set level. In other words, the output of a process is being
continually monitored. The error between the set point and the
output parameter is determined, and a correction signal is then
sent back to one of the process inputs to correct for changes in
the measured output parameter.
Controlled or measured variable is the monitored output
variable from a process, and the value of the monitored output
parameter is normally held within tight given limits.
Manipulated variable is the input variable or parameter to a
process that is varied by a control signal from the processor to
an actuator. By changing the input variable, the value of the
measured variable can be controlled.
Set point is the desired value of the output parameter or variable
being monitored by a sensor. Any deviation from this value will
generate an error signal.
Instrument is the name of any various device types for
indicating or measuring physical quantities or conditions,
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performance, position, or direction, and the like.
Sensors are devices that can detect physical variables, such as
temperature, light intensity, or motion, and have the ability to
give a measurable output that varies in relation to the amplitude
of the physical variable. The human body has sensors in the
fingers that can detect surface roughness, temperature, and
force. A thermometer is a good example of a line-of-sight
sensor, in that it will give an accurate visual indication of
temperature. In other sensors such as a diaphragm pressure
sensor, a strain transducer may be required to convert the
deformation of the diaphragm into an electrical or pneumatic
signal, before it can be measured.
Transducers are devices that can change one form of energy to
another, e.g., a resistance thermometer converts temperature
into electrical resistance, or a thermocouple converts
temperature into a voltage. Both of these devices give an output
that is proportional to the temperature. Many transducers are
grouped under the heading of sensors.
Converters are devices that are used to change the format of a
signal without changing the energy form, i.e., a change from a
voltage to a current signal.
Actuators are devices that are used to control an input variable
in response to a signal from a controller. A typical actuator will
be a flow control valve, which can control the rate of flow of a
fluid in proportion to the amplitude of an electrical signal from
the controller. Other types of actuators are magnetic relays that
turn on and off electrical power, such as power to the fans and
compressor in an air-conditioning system in response to signals
from the room temperature sensors.
Controllers are devices that monitor signals from transducers
and take the necessary action to keep the process within
specified limits according to a predefined program by activating
and controlling the necessary actuators.
Programmable logic controllers (PLCs) are used in process-
control applications, and are microprocessor-based systems.
Small systems have the ability to monitor several variables and
control several actuators, with the capability of being expanded
to monitor 60 or 70 variables and control a corresponding
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number of actuators, as may be required in a petrochemical
refinery. PLCs have the ability to use analog or digital input
information and output analog or digital control signals. They
can also communicate globally with other controllers, are easily
programmed on line or off line, and supply an unprecedented
amount of data and information to the operator. Ladder
networks are normally used to program the controllers.
An error signal is the difference between the set point and the
amplitude of the measured variable.
A correction signal is the signal used to control power to the
actuator to set the level of the input variable.
Transmitters are devices used to amplify and format signals so
that they can transmit data over long distances without loss of
accuracy. The transmitted signal can be in one of several
formats, i.e., pneumatic, digital, analog voltage, analog current,
or as a radio frequency (RF) modulated signal. Digital
transmission is preferred in newer systems since the controller
is microprocessor based. Analog data transmission is still used
over short distances, and in some systems both analog data and
digital data are combined (see Chap. 13). The controller
compares the amplitude of the signal from the sensor to a
predetermined set point, which in Fig. 1.1b is the amplitude of
the signal of the hot water sensor. The controller will then send
a signal that is proportional to the difference between the
reference and the transmitted signal to the actuator telling the
actuator to open or close the valve controlling the flow of steam
to adjust the temperature of the water to its set value.
Example 1.1 Figure 1.5 shows the block diagram of a closed-loop flow
control system. Identify the following elements: (a) the sensor, (b) the
transducer, (c) the actuator, (d) the transmitter, (e) the controller, (f) the
manipulated variable, and (g) the measured variable.
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FIGURE 1.5 Process control with a flow regulator for use in Example 1.1.
Solution (a) The sensor is labeled pressure cell in the diagram. (b) The
transducer is labeled converter. There are two transducers—one for
converting pressure to current and the other for converting current to
pressure to operate the actuator. (c) The actuator in this case is the
pneumatic valve. (d) The transmitter is the line driver. (e) The controller is
labeled as a PLC. (f) The manipulated variable is the differential pressure
developed by the fluid flowing through the orifice plate constriction. (g)
The controlled variable is the flow rate of the liquid.
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uninterruptible power supply (UPS) to take over in case of loss of external
power. Power failure can mean plant shutdown and the loss of complete
production runs. Isolating transformers should be used in the power supply
lines to prevent electromagnetic interference (EMI) generated by motors,
contactors, relays, and so on from traveling through the power lines and
affecting sensitive electronic control instruments.
Grounding is a very important consideration in a facility for safety
reasons. Any variations in the ground potential between electronic
equipment can cause large errors in signal levels. Each piece of equipment
should be connected to a heavy copper bus that is properly grounded.
Ground loops should also be avoided by grounding cable screens and
signal return lines at one end only. In some cases, it may be necessary to
use signal isolators to alleviate grounding problems in electronic devices
and equipment.
An air supply is required to drive pneumatic actuators in most facilities.
Instrument air in pneumatic equipment must meet quality standards. The
air must be dirt, oil, contaminant, and moisture free. Frozen moisture, dirt,
and the like can block or partially block restrictions and nozzles giving
false readings or complete equipment failure. Air compressors are fitted
with air dryers and filters, and have a reservoir tank with a capacity large
enough for several minutes’ supply in case of system failure. Dry clean air
is supplied at a pressure of 90 psig (630 kPa(g)) and with a dew point of
20°F (10°C) below the minimum winter operating temperature at
atmospheric pressure. Additional information on the quality of instrument
air can be found in ANSI/ISA-7.0.01-1996, Quality Standard for
Instrument Air.
Water supply is required for many cleaning and cooling operations, and
for steam generation. Domestic water supplies contain large quantities of
particulates and impurities, and may be satisfactory for cooling, but are not
suitable for most cleaning operations. Filtering and other similar processes
can remove some of contaminates making the water suitable for some
cleaning operations. But in case of ultrapure water a reverse osmosis
system may be required.
Installation and maintenance must be considered when locating
instruments, valves, and so on. Each device must be easily accessible for
maintenance and inspection. It may also be necessary to install hand-
operated valves so that equipment can be replaced or serviced without
complete plant shutdown. It may be necessary to contract out maintenance
of certain equipment or have the vendor install equipment, if the necessary
skills are not available in-house.
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Safety is a top priority in a facility. The correct material must be used in
container construction, plumbing, seals, and gaskets to prevent corrosion
and failure leading to leakage and spills of hazardous materials. All
electrical equipment must be properly installed to code with breakers.
Electrical systems must have the correct fire retardant for use in case of
electrical fires. More information can be found in ANSI/ISA-12.01.01-
1999, Definitions and Information Pertaining to Electrical Apparatus in
Hazardous Locations.
Environment is also a priority in a facility. The comments on safety
also apply here. Spills, escape of hazard gases, dumping of waste, and
emissions are all extremely detrimental to the environment. The
Environmental Protection Agency (EPA) has published rule governing
dumping hazardous and nuclear waste, pollution, and emissions, and its
effect on the air, water, land, endangered species, and so on.
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