Experion PKS Operator Course EXP01R201 06/2004 Rev 01

Transcription

1 Experion PKS Operator Course EXP01R201 06/2004 Rev 01

2 COURSE: Experion PKS Operator Course REVISION: 10 June, 2004 Honeywell IAC courseware is subject to change without notice. Honeywell IAC assumes no responsibility for any errors that may appear in the courseware. EXPERION courseware is copyrighted and all rights reserved by Honeywell IAC. It is intended for the use of the original purchaser only. Copying, duplicating, selling or otherwise distributing the courseware is a violation of law. The materials and workbooks comprising the courseware may not, in whole or part, be copied, photocopied, reproduced, translated or reduced to any electronic medium or machine-readable form without prior consent in writing from Honeywell IAC. Honeywell International, Inc. Automation College ACS Global Learning Services 2500 W. Union Hills Dr. Phoenix, AZ Copyright 2000, 2002 Honeywell Inc. 06/2004 Experion PKS Operator Course EXP01R201 ii Honeywell Inc.

3 Experion PKS Operator Course EXP01R201 06/2004 Rev 01

4 COURSE: Experion PKS Operator Course REVISION: 10 June, 2004 Honeywell IAC courseware is subject to change without notice. Honeywell IAC assumes no responsibility for any errors that may appear in the courseware. EXPERION courseware is copyrighted and all rights reserved by Honeywell IAC. It is intended for the use of the original purchaser only. Copying, duplicating, selling or otherwise distributing the courseware is a violation of law. The materials and workbooks comprising the courseware may not, in whole or part, be copied, photocopied, reproduced, translated or reduced to any electronic medium or machine-readable form without prior consent in writing from Honeywell IAC. Honeywell International, Inc. Automation College ACS Global Learning Services 2500 W. Union Hills Dr. Phoenix, AZ Copyright 2000, 2002 Honeywell Inc. 06/2004 Experion PKS Operator Course EXP01R201 ii Honeywell Inc.

5 Topic: Using a PC Contents Operating a Personal Computer...2 6/11/2004 Experion Operator Course EXP10001 R201 1

6 Using a PC Operating a Personal Computer Operating a Personal Computer Introduction Your objective is to: Main Idea Log on the computer (PC) Open an application Enter some data Save a file Move and manipulate windows Close a window application To use the computer you must log on, logging on is similar to ringing a doorbell and giving your name before entering a building. This is a form of security to prevent unauthorized users from using the computer. Step Action 1 When the Station powers on, the following display appears 2 Press CNTL+ALT+DEL to log on. 3 When the Windows 2000 Security dialog box appears, enter the User name you have been given for this computer. (See your Student partition sheet.) 4 When the dialog box appears asking you to enter a password, enter the password that is assigned to your User name. 2 Experion Operator Course EXP10001 R201 6/11/2004

7 Using a PC Operating a Personal Computer Once you are in the building, or on the computer, you will want to go to a particular place. To open or start an application, click the START button. This button will open a menu with programs and applications that you can select. Selecting the Program target will display a list of programs that are on the computer. 6/11/2004 Experion Operator Course EXP10001 R201 3

8 Using a PC Operating a Personal Computer Practice Practice logging on to the computer and using the basic Windows tools. Step Action 1 To Log on to the computer, press the CTL+ALT+DEL keys. 2 Enter the user ID, oper, and move the cursor to the next line. (At your site, the User ID and Password will be different.) 3 Enter password oper123 4 When the hourglass disappears you are ready to begin. Click the Start button on task bar and select Programs, then Accessories, then Notepad to open the Notepad application. The Notepad is now on your desktop. 5 Move the Notepad window around screen. Move your cursor over the title bar, press and hold down the left mouse button. Now, move the mouse and the Notepad window will move (also known as Click and Drag). 6 To enter data in Notepad just start typing. Enter the following: I can save a file named "today's notes. 4 Experion Operator Course EXP10001 R201 6/11/2004

9 Using a PC Operating a Personal Computer Step Action 7 Save the file to the desktop. To save the file, click the word File in the Menu bar, and then select the word Save. The Save As dialog box appears. Click Desktop and move the cursor to the File name entry box. Name the file: todays notes and click the Save button. The file, todays notes.txt is now stored on the desktop of your computer. Don t close the Notepad yet. 6/11/2004 Experion Operator Course EXP10001 R201 5

10 Using a PC Operating a Personal Computer Step Action 8 Maximize the file by clicking the MAXIMIZE button. The SHORT LINE ( ) button is the minimize button, the OPEN SQUARE ( ) is the maximize button, and the X ( ) button closes Notepad. 9 Minimize the file. Click the MINIMIZE button. Notepad is removed from the screen but not closed. Look at the bottom of the screen in the Status bar for this button. 10 Restore the file. To restore the file to the desktop, click the button in the Status bar with your file name on it. The Notepad document is now open on the desktop. 11 Close the file. Just click the X in the upper right corner of the title bar. The Notepad application is closed. 12 Log off the computer. To log off the computer, press the Ctl+Alt+Del keys. Click the Log off button. 13 Log on the computer. If you are confident that you can log on, open an application, save a file, move windows, and minimize, maximize and close a window/application, then you may proceed to the Performance Review. 6 Experion Operator Course EXP10001 R201 6/11/2004

11 Using a PC Operating a Personal Computer Performance Review Log on the computer and use basic window tools. Refer to the Practice Lab if you need help. Step Action 1 Log on to the Computer. 2 Open the Notepad application. 3 Move it to the center of the screen. 4 Enter: The parts were delivered to warehouse 3. 5 Save the file to your desktop in the My_Data folder. Name the file Parts delivery. 6 Maximize Notepad. 7 Minimize the Notepad window. 8 Restore the Notepad window. 9 Close the Notepad window. 10 Log off the computer (PC). 6/11/2004 Experion Operator Course EXP10001 R201 7

12 Using a PC Operating a Personal Computer 8 Experion Operator Course EXP10001 R201 6/11/2004

13 Topic: Station Start-up Contents Start Station and sign on with station-based security...2 Describe security levels...8 Differentiate between station-based and operator-based security /11/2004 Experion Operator Course EXP10001 R201 1

14 Station Start-up Start Station and sign on with station-based security Start Station and sign on with station-based security Introduction In this lesson you will learn about Main Idea Signing on to the Experion Station that has Station based security. Changing to a higher level access Signing off the Station or returning to OPER level Exiting the Experion Station Signing On with Station-based Security You are automatically assigned to the OPER security level when you start Station. You can change to a higher level providing you know that level s password for that Station. Explanation Signing on The following steps are required to sign on to an Experion Station that has Station Sign On security. Select Station on the menu bar Select the Station from the menu, for example, StudentA Click Connect To change to a higher level: The following steps are required to change to a higher access level. Step Action 1 Type psw in the Command Zone and press ENTER. The Station Logon dialog box opens. 2 Type the password and click OK. Signing Off You only need to sign off if you have changed to a security level other than OPER. Step Action 1 Sign off by typing bye in the Command Zone. 2 Press ENTER to return the Station to OPER security level. 2 Experion Operator Course EXP10001 R201 6/11/2004

15 Station Start-up Start Station and sign on with station-based security Exit Station To exit the Station application Step Action 1 Click (Close button) at the top right corner and click Yes in the dialog box. 2 Press ENTER to return the Station to OPER security level. ATTENTION Stations may be customized to automatically sign you off if you do not use the keyboard for a specified time. 6/11/2004 Experion Operator Course EXP10001 R201 3

16 Station Start-up Start Station and sign on with station-based security Practice Starting the Experion PKS Station: Step Action 1 Click the START button in the taskbar. 2 Select Station. The default station will be started. 3 The Station popup box will be displayed. In this training system each station is also a server and a when a station starts up it tries to connect to the local server. You are going to connect to a remote server PKS00. Click Cancel. 4 Experion Operator Course EXP10001 R201 6/11/2004

17 Station Start-up Start Station and sign on with station-based security Step Action 4 From the default station, select the Station target on the menu bar. Select the Connect option. 5 Select the station Stationx (on your station the x will be your assigned operator letter) 6 Click Connect. The top of the Station title bar will show the name of the Station connection. 6/11/2004 Experion Operator Course EXP10001 R201 5

18 Station Start-up Start Station and sign on with station-based security To Exit Station To exit the Station application just click Alternately, (Close) at the top right corner. Step Action to connect or start the Experion PKS Station from the Program menu 1 Click the START button in the taskbar. 2 Select Programs, then Experion PKS Server, and then Station. 3 The Station popup box will be displayed. Click Cancel. 4 From the default station, select Station on the menu bar. Select the Connect option. 5 Select the station Stationx (on your station the X will be your assigned operator letter) 6 Experion Operator Course EXP10001 R201 6/11/2004

19 Station Start-up Start Station and sign on with station-based security Step Action to connect or start the Experion PKS Station from the Program menu 6 Click Connect. The top of the Station title bar will show the name of the Station connection. 6/11/2004 Experion Operator Course EXP10001 R201 7

20 Station Start-up Describe security levels Describe security levels Introduction In the previous exercise you learned how to start the Experion PKS Station with Station based security. You now need to know about the security used by Experion PKS. There are several levels of security and each level determines the tasks that can be performed at that level. Main Idea Station supports two types of security, only one of which you will use. Explanation Security Levels Operator-based security If you have been assigned a user name and a password or your Station user name and password are the same as your Windows user name and password. Station-based security If you have not been assigned a user name. When you start Station, you are automatically assigned to the OPER security level. You can subsequently change to a higher level providing you know the password for that level on that Station. Your security level determines which tasks you are permitted to perform. However even if you are allowed to perform a particular task, you may be prevented from performing that task under certain circumstances. TIP If you attempt to perform a task that requires a higher security level, the following message appears in the Message Zone: Higher Security Level Required 8 Experion Operator Course EXP10001 R201 6/11/2004

21 Station Start-up Describe security levels Your security level appears at the right of the Status Line. In the following example, the security level of this station is MNGR (Manager). The security levels are: (from lowest to highest) VIEW Only ACK Only OPER SUPV ENGR MNGR Security Level View Only Ack Only OPER SUPV ENGR MNGR Description Permits you to look at displays, trends, and reports, but no process changes are permitted. Permits you to acknowledge alarms and look at displays, trends and reports, but no process changes are allowed. Permits you to acknowledge alarms and make process changes to those points that are in areas assigned to your Station or your Operator ID. Gives you all the permissions of the OPER level and the ability to change or configure Trend set and Group Displays, Holiday and Shift Details, Configuring recipes, and Alarm Duration Reports. Gives you all the permissions of the OPER and SUPV levels and the ability to make changes to point configuration and other systems. Gives the user permissions to change everything that can be changed or configured on the system. 6/11/2004 Experion Operator Course EXP10001 R201 9

22 Station Start-up Differentiate between station-based and operator-based security Differentiate between station-based and operator-based security Introduction In the previous lesson you learned how to sign on the Experion PKS Station using Station based security. In this lesson we will discuss the two types of security that can be used. The two types of security for the Experion PKS Station are: Main Idea Station-based security. This is the default level for Station access. Operator-based security. This provides a higher level of security than Station-based security. Station-based Security Station-based security is the default used for Station access. Operator-based Security Operator-based security provides a higher level of security than Station-based security. Explanation Operator-based Security Operator-based security provides a higher level of security than Station-based security. There are two types of operator-based security: Traditional operator accounts the Experion PKS operator account does not have an associated Windows account. Integrated accounts the Window s accounts are used to authenticate the user and operator definition in Experion PKS to authorize the user. In general, Operator-based security with traditional operator accounts, works as follows: Each user is assigned a specific security level. Users cannot access any Station functions unless they enter a valid ID and password. To access a higher security level other than the one they are currently using, users need to sign off and sign on again as a different operator who has the higher security level. Areas are assigned to the operator irrespective of which Station they are currently logged onto. Who you are not where you are determines the areas that you can control. 10 Experion Operator Course EXP10001 R201 6/11/2004

23 Station Start-up Differentiate between station-based and operator-based security Station-based Security Station-based security is the default used for Station access. Station-based security works as follows: Station starts without prompting users to enter any form of operator ID or password. The initial security level setting allows users to perform the basic operating functions associated with the user level of OPER (for example, acknowledging alarms and controlling points). Users only need to use a password if they want to change to a higher level of security. Area assignment applies to the Station not to the operator. 6/11/2004 Experion Operator Course EXP10001 R201 11

24 Station Start-up Differentiate between station-based and operator-based security Practice Given a view-only station (station-based security), which of the following can you do? 1 Look at displays, trends, and reports. 2 Make process changes. 3 Acknowledge alarms. Which of the following are Experion security levels? 1 VIEW Only 2 ENGR 3 MNGR 4 OPER 5 SUPV 6 All of the above What message will you see when a higher security is required? 1 Key locked 2 Locked out 3 Higher security level required 4 Station beeps 12 Experion Operator Course EXP10001 R201 6/11/2004

25 Topic: Navigation Contents Navigate Station...2 Recognize the Station window parts and their functions...5 Navigate with menu bar commands...10 Navigate with tool bar tools...21 Navigate and control with the keyboard...27 Call up Experion PKS System displays...30 Call up and identify system displays and their purposes...33 Recognize display objects...49 Perform Navigate Station tasks /11/2004 Experion Operator Course EXP10001 R201 1

26 Navigation Navigate Station Navigate Station Introduction In the previous exercises you have learned to log on the PC, sign on or connect to a station and the definition of the securities levels on the Experion PKS Station. You are ready to begin using some of the Experion PKS tools. Your Station has many tools to enable you to call up displays, make control changes, view process displays, system displays, and create/view reports and events. Main Idea In this lesson the following navigational tools are introduced. Station Window Menu bar Toolbar Function keys <F1> to <F12> 2 Experion Operator Course EXP10001 R201 6/11/2004

27 Navigation Navigate Station IKB (Integrated Keyboard) optional Viewing System displays 6/11/2004 Experion Operator Course EXP10001 R201 3

28 Navigation Navigate Station Identify Display objects 4 Experion Operator Course EXP10001 R201 6/11/2004

29 Navigation Recognize the Station window parts and their functions Recognize the Station window parts and their functions Introduction The Experion PKS Station has a structured screen layout that will make monitoring the process more efficient. In this lesson you will learn the major parts of the screen. You can use the online documents or the printed Experion PKS Operator s Guide to learn about the station layout. Main Idea Reading assignment: Experion PKS Operator Guide Help>Operators Guide>Understanding the Basics> Understanding Station's Layout. Read all four topics. 6/11/2004 Experion Operator Course EXP10001 R201 5

30 Navigation Recognize the Station window parts and their functions Calling up the Operator Guide LEARN BY DOING Step Action 1 Click Help in the Menu bar. 2 Select Operator Guide from the list. 3 Select Understanding the Basics 4 Select Understanding Station's Layout. 5 To jump to a topic such as Using the Toolbar, click the blue underlined text. This is called a Hyperlink. 6 Use the Back arrow at the top of the display to return to the Understanding the Basics material. 7 Read the four topics listed under the heading Understanding Station's Layout. 8 Close the Operator Guide 6 Experion Operator Course EXP10001 R201 6/11/2004

31 Navigation Recognize the Station window parts and their functions Explanation Menu bar Toolbar Message zone Command zone Display Status Line Alarm Line Looking a the Station layout parts: Part Description Menu bar Selecting commands from the Station's menus are the same as selecting commands in other applications. For example, to call up the Event Summary, select View > Events > Event Summary. Toolbar Clicking buttons on the toolbar provides speedy access to frequently required commands. For example, to call up the Alarm display, click the Alarm button. 6/11/2004 Experion Operator Course EXP10001 R201 7

32 Navigation Recognize the Station window parts and their functions Command Zone Type commands in the Command zone. Message Zone Station displays explanatory messages in the Message zone. For example, if you try to change output in Auto mode, the message, Invalid Mode, appears in the Message zone. Display Each display is a separate control panel that you use to monitor and control a particular part of your system. Alarm Line Generally, this line displays the most recently unacknowledged alarm message. (The Alarm line may be hidden on your system, or it may be configured to operate in a special manner.) Status Line Provides an overview of your system's status. For example, a flashing red field indicates that there is at least one unacknowledged alarm. 8 Experion Operator Course EXP10001 R201 6/11/2004

33 Navigation Recognize the Station window parts and their functions Practice Practice using some of the tools: Step Action 1 Locate the Menu bar and record the name of the first Menu item. 2 Locate the Toolbar. 3 Click the BELL button. Result: The Alarm display is invoked. The Toolbar is still visible. 4 Move the cursor to the right and over the button on the toolbar and record the tool tip. 5 Click the Request Page button. The cursor moves to the Page field. Type in the name of a display T_100 and press ENTER. The T_100 display replaced the Alarm display in the Display area of the window 6 Locate the Alarm line (it is just below the T-100 display). Record the time and date of the message. 7 Is the ALARM button on the Status line blinking? Click this button to recall the Alarm display. 6/11/2004 Experion Operator Course EXP10001 R201 9

34 Navigation Navigate with menu bar commands Navigate with menu bar commands Introduction You have become familiar with lay out of the Experion PKS Station screen and have used the online help Operator Guide to learn more about your Station. In this lesson you will use each of the Menu bar targets. Main Idea Using the Menu bar Reference: Experion PKS Operators Guide, Menu Summary. LEARN BY DOING Step Action 1 Click on the Help target on the Menu bar. 2 Select the Operators Guide. 3 Select the Search tab at the top to enable you to use the search engine that is part of this tool. Type in the keyword Menu Summary. 4 Click on the List Topics button to start the search. 5 Double click the first item on the list. Menu Summary to display the online help. Menu bar 10 Experion Operator Course EXP10001 R201 6/11/2004

35 Navigation Navigate with menu bar commands Explanation Station Use this menu to connect to another station, view the status of the stations, logon a different station to view the current station properties, and to exit the station connection. LEARN BY DOING Step Action 1 To view the drop-down menu, click the Station menu button. The drop-down menu is displayed. 2 To connect to a different station, select the Connect target. The Connect dialog box is called up. 3 Click the Cancel button to close the display. Edit Use this menu to cut, copy, and paste text from Message Pad. LEARN BY DOING Step Action 1 To view the drop-down menu, click the Edit menu button. The drop-down menu is displayed. TIP These tools are the same as most Windows applications. You can also use quick keys, the CTRL + C, to copy text from the message and CTRL + V to paste. 6/11/2004 Experion Operator Course EXP10001 R201 11

36 Navigation Navigate with menu bar commands View This menu enables you to View displays, lists, and requests for historical events. Notice that function keys can also be used to perform some of these tasks. Press the <F3> key to call up the Alarm display. LEARN BY DOING Step Action 1 To view the drop-down menu, click the View menu button. The drop-down menu is displayed. 2 Select the Message Pad target to call up the display where you can enter information or messages for other operators. 3 Enter a message and save. 12 Experion Operator Course EXP10001 R201 6/11/2004

37 Navigation Navigate with menu bar commands Control This menu enables you to make control changes to a selected point. LEARN BY DOING Step Action 1 To view the drop-down menu, click the Control menu button. The drop-down menu is displayed. 6/11/2004 Experion Operator Course EXP10001 R201 13

38 Navigation Navigate with menu bar commands Action This menu enables you to acknowledge and silence alarms, request a report, load a recipe, and perform print functions. Notice that the function key <F4> can also be used to acknowledge and silence alarms. Notice the Experion PKS overlay on your keyboard. It provides a guide for the Function keys. For example, <F4> has Acknowledge Silence above it. LEARN BY DOING Step Action 1 To view the drop-down menu, click the Action menu button. The drop-down menu is displayed. 14 Experion Operator Course EXP10001 R201 6/11/2004

39 Navigation Navigate with menu bar commands Configure This menu is used to define how the Station or System handles information. For example, Area names and assignments can be made from the Area menu target (Manager level security is required to make most changes from this menu). LEARN BY DOING Step Action 1 To view the drop-down menu, click the Configure menu button. The drop-down menu is displayed. 6/11/2004 Experion Operator Course EXP10001 R201 15

40 Navigation Navigate with menu bar commands Help This menu enables you to display online documentation such as the Operators Guide or Knowledge Builder. LEARN BY DOING Step Action 1 To view the drop-down menu, click the Help menu button. The drop-down menu is displayed. 2 Select the Operators Guide target to display the Operators Guide on the Station. You will use these menus as you progress through this course. 16 Experion Operator Course EXP10001 R201 6/11/2004

41 Navigation Navigate with menu bar commands Practice Station Connect to another station using this menu, view the status of the stations, log on a different station to view its properties, and finally exit the station connection. Step Action Result 1 To view the drop-down menu, click the Station menu button. 2 To connect to a different station click the Connect target. The drop-down menu is displayed. The Connect dialog box is displayed. 3 Click the Cancel button to close the display. Help Use this menu to display online documentation such as the Operators Guide. Step Action Result 1 To view the drop-down menu, click the Help menu button The drop-down menu is displayed. 2 Select the Operators Guide target The Operators Guide is displayed on the Station. 3 Click Glossary. Find the definition for Status Line. Use the navigation bars to view all the pages of the display. 4 Click on the hyperlink The Status Line to jump to the section of the previous guide that covers the Status Line. 6/11/2004 Experion Operator Course EXP10001 R201 17

42 Navigation Navigate with menu bar commands View This menu enables you to view displays, lists, and requests for historical events. Notice that function keys can also be used to perform some of these tasks. The Alarm display can also be called up by pressing the <F3> key. Step Action Result 1 Click the View menu button. The drop-down menu is displayed. 2 Select Message Pad The Message Pad is opened. 3 Click in the message box and enter the message for the next shift: Start the pumps at 10 pm. Message is visible in the Message pad. 18 Experion Operator Course EXP10001 R201 6/11/2004

43 Navigation Navigate with menu bar commands Edit Use this menu to cut, copy, and paste text from Message Pad. Step Action Result 1 Press and hold the left mousebutton and move your cursor over the text in the message pad. Release the left mouse button without deselecting the text. 2 To view the drop-down menu, click the Edit menu button. All the text is selected. The text is still selected and you are ready to use the edit tool. The drop-down menu is displayed. 3 To copy the text, select the Copy command. 4 Deselect the text by moving the cursor just below, and now click the Paste command. 5 Select the word Start in the second line and select the Cut command to remove it. The text is copied to the clipboard. Now you have two lines of text. The word Start is cut out of the text. 6 Replace the word Start with Stop. You have just used all of the Edit tools. 6/11/2004 Experion Operator Course EXP10001 R201 19

44 Navigation Navigate with menu bar commands Action Use this menu to acknowledge and silence alarms, request a report, load a recipe, and perform printing functions. Step Action Result 1 Click the Action menu button. The drop-down menu is displayed. 2 Select Request Report A list of reports is displayed. 3 Select Action> Print Preview to determine the size of the report before sending it to the printer. A preview of the report is displayed with a page count. 4 Close the print preview page. 20 Experion Operator Course EXP10001 R201 6/11/2004

45 Navigation Navigate with tool bar tools Navigate with tool bar tools Introduction In the previous exercise you practiced using the Menu bar to call up displays and to perform tasks. You will notice that the Toolbar has some of the same functions but the icon is quicker than using a drop-down menu. Both the Menu bar and the Toolbar can be customized at your site to remove little used functions and to add items that are useful to the control room operator. Main Idea Using the Toolbar Reference: Experion PKS Operator Guide, Using the Toolbar Help>Operators Guide>Understanding the Basics>Understanding Station s Layout>Using the Toolbar Clicking a button on the toolbar provides speedy access to frequently required commands. The buttons in the toolbar provide speedy access to frequently required displays and commands. Explanation System Menu For example, to call up the System Menu click the toolbar button. Button Description System Menu Calls up the System Menu, a specialized display that provides quick access to the other major displays. Alarm Summary Calls up the Alarm Summary, which provides a oneline description of every alarm. Acknowledge/Silence Alarm Acknowledges the most recent, or selected alarm Associated Display Calls up the display associated with the object that is in alarm or the selected object Request Page Calls up the specified display. 6/11/2004 Experion Operator Course EXP10001 R201 21

46 Navigation Navigate with tool bar tools Exercise Let s use the Toolbar icons (buttons) to view displays and acknowledge and or silence an alarm. LEARN BY DOING Step Action 1 Click the System menu button to call up the System Menu display. 2 Click the Alarm Summary button to call up the Alarm Summary display. 3 With the Alarm Summary on the screen, select a point on the display that is blinking. Use the Acknowledge/Silence Alarm button to acknowledge the selected alarm. 4 Select one of the points in the Alarm display and call up the Associated display using the Associated Display button. 5 Select the Request Page button and enter the display name: T_ Experion Operator Course EXP10001 R201 6/11/2004

47 Navigation Navigate with tool bar tools The next five Toolbar buttons are used to navigate from one display to another or to refresh a display. Button Description When configuring a system, engineers normally link related displays in a chain so that they can quickly call up the next/previous display. Page Down Calls up the next display in the current chain. Page Up Calls up the previous display in the current chain. Navigate Back or Navigate Forward Enables you to move backward or forward between displays you have previously called. Click the arrow to the right of the Navigate Back or Navigate Forward buttons to view a list of previously called displays. Reload Page Reloads the current display Exercise Let s use the Toolbar icons (buttons) to go from one display to another. LEARN BY DOING Step Action 1 To call up Group #2, press the <F6> key and enter the number 2 and enter, then use the next group display. (Page Down button) in the toolbar to call up the 2 Return to the first Group display using the Page Up button. 3 Use the Navigate Back button to recall the T_100 display. 4 To update a display, select the Reload Page button. 5 Click the down arrow to the right of the Navigate Forward button. 6 Is the Alarm Summary listed? YES NO Select one of the displays on the list and recall it to you screen. 6/11/2004 Experion Operator Course EXP10001 R201 23

48 Navigation Navigate with tool bar tools The next two-toolbar buttons are used to call up the System Group and Trend displays. Button Description Trend Calls up the specified trend display. To call up a trend: Click the button. Type the trend number and press ENTER. Group Calls up the specified Group Detail display. To call up a group: Click the button. Type the group number and press ENTER. Exercise Groups and trends are chained together and appear on numbered lists or summaries. This allows you to use the Page Up and Page Down tools to navigate to the next display in the series. LEARN BY DOING Step Action 1 Click the Group button, type the group number: 3, and press ENTER. 2 Use the Page Up button to call up Group 2, then use the Page Down button to call up groups 3, 4 and 5. 3 To call up Trend #3, click the Trend button; type the trend number, and press ENTER. The following four-toolbar buttons are used to enter data when controlling a point. Button Description Raise Raises a parameter value. Can be used with either Setpoint or Output changes. Lower Lowers a parameter value. Can be used with either Setpoint or Output changes OK Accepts the newly entered value. Clear Cancels the newly entered value, and returns it to its original value. 24 Experion Operator Course EXP10001 R201 6/11/2004

49 Navigation Navigate with tool bar tools Exercise Let s enter some data and use the toolbar buttons to enter, confirm or clear the data we are entering. LEARN BY DOING Step Action 1 Click on the Request Page icon to call up the display D_100x (Remember to replace the x with your ID letter). 2 Select the x_hc41 entry box. Use the Raise button to increase the value. 3 Select the x_hc44 entry box and lower the value with the Lower button. These can be use to change Setpoint (SP) and Output (OP) as well. 4 Now select the x_hc41 entry box, type 50, and press enter to complete the operation. 5 Now select the x_hc44 entry box, type 80, and click the Clear button to cancel the operation. 6/11/2004 Experion Operator Course EXP10001 R201 25

50 Navigation Navigate with tool bar tools The last three-toolbar buttons are shown below along with their function. Button Description Enable/Disable Enables/disables for the selected point. Points are typically disabled when performing maintenance tasks to prevent misleading or nuisance alarms from being generated. When a point is disable, Experion PKS stops scanning (gathering information about) that point. Detail/Search Performs one of the following two tasks depending on the context: If an alarm or object is selected on the current display, clicking the button calls up the associated Point Detail display. If nothing is selected on the current display, clicking the button calls up the Search display, which you then use to search for system items such as points, operators, and so on. Zoom Changes the magnification of the current display. Exercise In this exercise you will use the Detail/Search button and the Zoom button. The Enable/Disable function requires a higher-level access. LEARN BY DOING Step Action 1 Click the Detail/Search button and type in the point name x_fc01 (replace the x with you assigned student ID such as A, or B, and so forth) 2 Click the OK button instead of the <ENTER> key. The Detail Display is called up. 3 Change the magnification of the current display to 80%. 4 Return the display to 100%. 26 Experion Operator Course EXP10001 R201 6/11/2004

51 Navigation Navigate and control with the keyboard Navigate and control with the keyboard Introduction In the previous section, you learned to use the Menu bar and Toolbar to navigate from screen to screen and to perform various functions. In this section you will use the Station keyboard to perform these functions as well. Main Idea Using Your Keyboard You can perform all Station operations using the keyboard. Reference: Experion PKS Operator Guide, Using Your Keyboard. Click here Click here Click here 6/11/2004 Experion Operator Course EXP10001 R201 27

52 Navigation Navigate and control with the keyboard Exercise LEARN BY DOING Step Action 1 Call up the Operator Guide from the Help menu and click on Using your Keyboard. Understanding the Basics>Using your Keyboard 2 If you are using the Honeywell training equipment, select the first type of keyboard unless your instructor tells you to do otherwise. 3 Click on the phrase Click here to view information about the type of keyboard that you are using. Here you will find a list of shortcut keys for calling up displays. Explanation The following shortcuts are described according to their general function: Calling up Displays Calling Up Specialized Displays Focusing on Objects Entering Data and Issuing Commands Calling up Displays To call up Press: A display based on a name or number Enter the name or number and press ENTER. The next display in the current chain of related displays or the next set of records in a list of records which spans more than one page The previous display in the current chain of related displays or the previous set of records in a list of records which spans more than one page The previous display The display associated with the selected object <F5> PgUp PgDown <F8> <F2> Calling Up Specialized Displays To call up Press: Alarm Summary Search display for points and other system items Type in part of the name such as *_100 and press ENTER. System Menu <F3> <F12> <F1> 28 Experion Operator Course EXP10001 R201 6/11/2004

53 Navigation Navigate and control with the keyboard Practice In this practice you will use the Function keys to call up displays. Step Action 1 Call up the System Menu with the function key <F1>. 2 Call up a Trend #2 with the function key <F7>. Press the <F7> key and type in the Trend number, 2. 3 Call up the previous display with the function key <F8>. 4 Press the Page function key <F5> and type in the display name T_100x, remembering to substitute your assigned letter for the x. Click the alarm test button Alarm Flood. 5 Press the <F3> key to call up the Alarm Summary display.. 6 Acknowledge an Alarm with the function key <F4>. Select any blinking point on the display and then press the <F4> key to acknowledge the alarm. 7 To call up the Detail display for a specific point press the <F12> key and type in the name of the point in Page Request field at the top of the display and then click the OK target next to it. Use your point x_fc17, remembering to substitute your assigned letter for the x. 8 Call up your first group. Press the <F6> key and enter the number of the Group display. 9 Select a point on the Group display and then press the <F2> key to call up its Associated display. 10 Use the Prior display function key to return to the Group display. 11 Call up a Detail display with the <F12> key. Select any point on the Group display and then press the <F12> key. 12 Return to the Group display. 13 Select a controller (Any point whose name contains a C, for example X_FC18.) and press the Trend function key to call up the trend that the selected point is in. 6/11/2004 Experion Operator Course EXP10001 R201 29

54 Navigation Call up Experion PKS System displays Call up Experion PKS System displays Introduction In previous lessons you have learned about station layout, Menu bar and Toolbar tools to call up various displays and to perform functions. You are now ready to learn more about the displays that you have been calling up. The Experion PKS Station includes many system displays. In this section you will call up the system displays using the tools that you have learned about in the previous lessons. Main Idea System displays The Experion PKS Station includes many system displays. In this section you will call up the following system displays: These are the basic Experion PKS System displays: Detail Group Trend Summaries Alarms Events Status Configuration Reference: Experion PKS Operators Guide, Help>Operators Guide>Understanding the Basics> 30 Experion Operator Course EXP10001 R201 6/11/2004

55 Navigation Call up Experion PKS System displays Explanation Lets review the tools that you have learned about in the previous lessons to call up the Experion PKS system displays. Menu bar Toolbar System Menu With selectable display objects to navigate to summaries and displays. Alarm Summary Trend Group Detail 6/11/2004 Experion Operator Course EXP10001 R201 31

56 Navigation Call up Experion PKS System displays Function keys F1 F3 F7 F6 F12 System Menu With selectable display objects to navigate to summaries and displays. Alarm Summary Trend Group Detail 32 Experion Operator Course EXP10001 R201 6/11/2004

57 Navigation Call up and identify system displays and their purposes Call up and identify system displays and their purposes Introduction You have just reviewed some of the ways in which you can call up the System displays and now you are ready to learn more about these basic displays. You will call up and identify the components of each of the displays. Main Idea These are the basic Experion PKS System displays. Display Type Detail Group Trend Summary Status Configuration Description Provides detailed information about a particular point. This information includes current values, scanning, history and so on Displays various types of information about related points on a single display. Graphically displays changes in values, over time, of one or more variables. Trends can be displayed in several ways, including lines and bar charts. Displays information, such as alarms and events, in list form. You can display more details about an item in the list by clicking it. Displays detailed status information about system equipment, such as controllers and printers. These displays are only used to set up your system. As an operator, you may need to look at them, but you will probably not be able to change them. 6/11/2004 Experion Operator Course EXP10001 R201 33

58 Navigation Call up and identify system displays and their purposes Explanation Point Detail Example of Point Detail display Calling up a Point Detail Display There are several ways of calling up a Point Detail display. Step To call it up for a point associated with a display object: 1 Click the display object (the tag name in the Group display or Trend display) to select it. 2 Click the display (Detail) toolbar button to call up the associated Point Detail 34 Experion Operator Course EXP10001 R201 6/11/2004

59 Navigation Call up and identify system displays and their purposes Alternatively, you can simply double-click the display object. From the Alarm Line: Step To call up a point from the Alarm line: 1 Click the Alarm Line to select it. 2 Click the (Detail) toolbar button. From the Command line: Step To call up the Detail for a point whose ID (or the first part of it) you know: 1 Click the Command Zone to select it. 2 Type all or part of the point ID in the Command Zone. Click the (Detail) toolbar button. 1 If you typed only part of the ID, a list of matching points (and other items) appears. Click the point name. Exercises Lets use the tools that you have learned about in the previous lessons to call up the Experion PKS system displays. LEARN BY DOING Step Action 1 To call up the detail display for x_fc01, Click on the Detail/Search button [ ] and type in the point name, x_fc01. 2 When the Detail display is invoked, select the Alarm tab. This page tell you about all the alarms that have been configured for this point, the trip point for each alarm, the Priority of that alarm, and Severity within the priority. 3 How many alarms have been configured for x_fc01? 6/11/2004 Experion Operator Course EXP10001 R201 35

60 Navigation Call up and identify system displays and their purposes Group Display Example of Group display 36 Experion Operator Course EXP10001 R201 6/11/2004

61 Navigation Call up and identify system displays and their purposes Calling up Group There are two ways to call up a group display from the Menubar and the tool bar From the Menubar To call up a group detail display by choosing it from list of groups: LEARN BY DOING Step Action 1 Select View > Group Summary to see the list of groups. 2 Select a group. From the Toolbar To call up a group detail display whose number you know: LEARN BY DOING Step Action 1 Click the (Group) toolbar button 2 Type the group number in the command zone and press <Enter>. Use your 1 st group from your assignment sheet. 6/11/2004 Experion Operator Course EXP10001 R201 37

62 Navigation Call up and identify system displays and their purposes To call up a group detail display from the Group Summary: LEARN BY DOING Step Action 1 Select the Group Summary tool above the group display on the right. 2 The Group Summary list is called up. Click on the group you want to call up. 38 Experion Operator Course EXP10001 R201 6/11/2004

63 Navigation Call up and identify system displays and their purposes Trend Display A Trend Set display shows changes in point parameter values over time. Typical uses of trend set displays are to show changes in process temperature or power consumption over the day. Example of Trend Display Calling up trends There are several ways to call up the Trend displays. To call up a Trend display whose number you know: LEARN BY DOING Step Action 1 Click the (Trend) toolbar button. 2 Type the Trend number (3) in the command zone and press <Enter>. 6/11/2004 Experion Operator Course EXP10001 R201 39

64 Navigation Call up and identify system displays and their purposes To call up a trend from the Trend Summary: LEARN BY DOING Step Action 1 Select View, and then select Trend Summary. The Trend Summary is invoked. It lists the configured trends by name and number. 2 Select the trend you wish to view from the list. Summary and Status displays Summary displays are organized list of displays of the same type that can be called up by clicking (selecting) the title of one of the displays in the list. Example Group Summary 40 Experion Operator Course EXP10001 R201 6/11/2004

65 Navigation Call up and identify system displays and their purposes The View Menu has eight Summary targets: Display Summary list of custom displays Group Summary list of Groups Report Summary list of configured Reports Trend Summary list of configured Trends Alarms Messages Events System Status These are also summary displays that contain current or historical information rather than list of displays. For example, to call up the Event Summary, select View > Events > Event Summary. 6/11/2004 Experion Operator Course EXP10001 R201 41

66 Navigation Call up and identify system displays and their purposes Example of Event Summary The Event Summary display captures events on the system. In the example the display shows the following information: Item Description 1 Date and Time of the event. 2 Area where the event occurred. 3 Source the origin of the event such as a point or a Station. 4 Condition what happened such as a CHANGE to a point, or an ALARM. 5 Action the action associated with the event such as ACK (acknowledgment of an alarm). 6 Priority assigned to the event. 7 Description of the event condition, for example Alarm for HS62. 8 Value of the point parameter changed, for example the new Setpoint of X_PC15 = Experion Operator Course EXP10001 R201 6/11/2004

67 Navigation Call up and identify system displays and their purposes System Status displays These displays contain important information about the hardware and software. Example of System Status Stations display Heading Station Type Status Operator Description The name of the station and its number. Defines the keyboard type used by the station. Green lamp and OK or Red lamp and Fail or other condition. If Operator based Security is used, it shows which operator is logged on. 6/11/2004 Experion Operator Course EXP10001 R201 43

68 Navigation Call up and identify system displays and their purposes Calling up the System Status displays: LEARN BY DOING Step Action to call up the System Status: 1 Use the View menu item on the Menubar and select the System Status target. 2 Select Stations from the available options. How many Stations are OK? 3 You can also call up the System Status pages by selecting the target to the right of the alarm status button. If any status alarms exist the button is illuminated and blinks. Configuration Displays These displays are used to define the system and require a security access level greater than OPER to enter changes. However, you may find some very helpful information about the system from these displays. LEARN BY DOING Step Action to call up the Configure page: 1 Use the Menubar 2 Select the Configure button 44 Experion Operator Course EXP10001 R201 6/11/2004

69 Navigation Call up and identify system displays and their purposes LEARN BY DOING Step Action to call up the Configure page: 3 To see how the groups are built and what parameter will be in the Group Trend select the Trend and Group Display. Select Group from the next command menu. 4 Select a group from the list of Groups to view the Group Definition page. Group Definition page The Group Definition page provides the following functions: The title of the group can be changed from this page. The point IDs are listed in the order that they appear in the group display. Points can be added or deleted from this display. The parameter used in the Group Trend is listed and can be changed from this display. To view the Group display just click on the View Group target at the bottom of the page. 6/11/2004 Experion Operator Course EXP10001 R201 45

70 Navigation Call up and identify system displays and their purposes Calling up System Displays from the main menu. System Menu button System Menu Just click on the object to call up the related displays. If you move your cursor over the title or picture object a description of the displays is shown on the left in the System Menu column. 46 Experion Operator Course EXP10001 R201 6/11/2004

71 Navigation Call up and identify system displays and their purposes Practice Calling up System displays Step Action 1 Use the (Group) toolbar button to call up your third Group. 2 Use the Group List button to view the Group Summary. 3 Call up your fourth group from this list. 4 Double-click the point name of one of the points in the group display This will invoke the Detail display for the selected point. 5 To call up the Detail display for a specific point X_FC17, select the Command line and type in the point name x_fc17 and press the Detail key, <F12>. 6 Use the Toolbar to call up the Detail display for X_LC14. Drag the cursor over the toolbar buttons to display the tool tips. 7 Which button did you use? A. B. C. 8 Call up Trend #2 with the Toolbar button. Remember to press the ENTER key after you type in the number. 9 Use the button in the Trend display to call up the Trend Summary list. 10 Select a Trend from the list. 11 Look at the F keys and call up Trend #3 with the function key. 12 To call up the Event Summary display, select View on the menu bar, and then select the Events target. 13 Select Events Summary to view a list of recent events. 14 What time did most recent event occur? What was the Condition? 15 Use the function keys to recall the prior display. 6/11/2004 Experion Operator Course EXP10001 R201 47

72 Navigation Call up and identify system displays and their purposes Step Action 16 Display the Group Summary list. 17 What is the title of Group 67? Use the scroll bar or the Page down key. 18 Call up the Configuration page for the Trends. 19 Select Trend 3 to view the configuration. Can these displays be restricted to Engineers and Managers? YES NO 20 What access level is required to make changes to this display? OPER SUPV ENGR MNGR Greater than OPER 21 Call the System Status display for the Stations. How many stations are listed (have titles)? 22 Call up the System Menu use the Tool bar button. Call up a list of Displays. 48 Experion Operator Course EXP10001 R201 6/11/2004

73 Navigation Recognize display objects Recognize display objects Introduction So far you have used the Station tools and the function keys to call up displays on the Station. There are other ways to call up displays or initiate action. All of the text, lines and shapes that make up a graphic display are called display objects. These objects are either selectable or not selectable. A selectable object can be scripted (written code) to: Call up displays Call up other objects Initiate actions In this lesson you will learn about some of the display objects used on the Experion PKS displays. Main Idea Custom Graphics contain many display objects that are selectable, change behavior indicating a status change in the process or provide other information that is helpful to the operator. Display objects include the following: Pushbuttons Alphanumeric fields Scrollbars Indicators List and combo boxes Checkbox Charts 6/11/2004 Experion Operator Course EXP10001 R201 49

74 Navigation Recognize display objects Explanation Example display D_100 is a display that you will use during this course. It has many of the display objects mentioned earlier. Item Description 1 An example of the alphanumeric field is the output entry box for the hand controllers X_HC41 and X_HC44. 2 Pushbuttons these call up other displays or perform tasks such as showing or hiding the point names. 3 Indicators displays the current process values such as the temperature values, levels as bars, fan status (on or off) using colors, and pump status as words. 4 List and combo boxes the Fan control has a list box that displays when the target is selected. 50 Experion Operator Course EXP10001 R201 6/11/2004

75 Navigation Recognize display objects Item Description 5 This is an example of a list box. To change the state to Stop, select the STOP item in the list. 6 Example of selectable objects that show status as well as invoke the faceplate when selected (left button click). SP (set point) PV (process variable) MD (mode) Alarm status 6/11/2004 Experion Operator Course EXP10001 R201 51

76 Navigation Recognize display objects Practice Lets practice using display object to call up other displays or to perform a function. Step Action 1 Call up the Display D_100x. 2 Select the gray pushbutton at the bottom of the display with the label: Name. The names of the points are now visible. 3 Select the pushbutton labeled Hide. They are hidden. 4 Redisplay the point names. 5 Select (left click) the control box for x_ac12. The Faceplate is called up. 6 Close the faceplate with the You will use the Faceplate later. (WINDOW CLOSE) button. 7 Select the control box for x_ac12 with a right click. Select the Detail option from the displayed combo box. 8 Return to the D_100x display. 9 Try to select the Tank D-100. This object is not selectable but it does provide the level of the vessel as a site glass. 10 Select the gray push button T-100x. This is used to call up another graphic. These are a few examples of display objects. 52 Experion Operator Course EXP10001 R201 6/11/2004

77 Navigation Perform Navigate Station tasks Perform Navigate Station tasks Introduction The following Performance Review will enable you and your course manager to determine if the skills have been mastered. This is an opportunity to go back and cover any skill that you may find difficult to perform. Explanation The Performance Review is designed to allow you to demonstrate the skills obtained in the preceding exercises. It is also an opportunity for you to determine if there are any skills that need to be reviewed before proceeding to the next lesson. Demo This is an example of the Performance Review. Each task is taken from the preceding lesson material and practices. Task Action 1 Call up a Group Display 6. 2 Call up a graphic display E_100x. You should be able to use one of the tools or menus to accomplish the tasks in the Performance Review that you have used in the preceding practices and exercises. 6/11/2004 Experion Operator Course EXP10001 R201 53

78 Navigation Perform Navigate Station tasks Practice Performance Review for Navigate Station Please check off each item as you complete the task. Your course manager may wish to observe you while you perform these tasks. You may practice these tasks before asking you course manager to observe your performance. Task Action 1 Call up Group Display 2. 2 Call up the graphic display T_100x. 3 Call up the Alarm Summary display 4 Call up System menu. 5 Use the Command Line to call up the display Overviewx 6 Reload a Page. 7 Call up Group Use the Display Back tool. 9 Use Page UP and Page Down tools to navigate between displays 10 Use the Back and Forward tool pull down menus to select a display that was recently closed. 11 Call up the Detail Page for x_fc Call up the System Menu with a function key. 13 Call up a Trend display with a function key. 14 Call up the previous display with a function key. 15 Call up the Alarm Summary display with a function key. 16 Select a point on the Alarm display and acknowledge the Alarm with a function key. 17 Call up a Detail display with a function key for x_ti Call up a graphic display (T_100x). 19 Call up another display (D_100x) from the T_100x display. 20 Call up a detail display by several means. 21 Read the information in the Alarm Zone. 22 Call up a display that provides all the information about the process point x_pc Call up a display that lists all points currently in alarm that are assigned to your Station. 54 Experion Operator Course EXP10001 R201 6/11/2004

79 Navigation Perform Navigate Station tasks Task Action 24 Call up a display that shows the history of a group of process points in a graphical format. 25 Leave a message for the next operator. 26 Call up the Operator Guide. 6/11/2004 Experion Operator Course EXP10001 R201 55

80 Navigation Perform Navigate Station tasks 56 Experion Operator Course EXP10001 R201 6/11/2004

81 Topic: Process Operations Contents Monitor and Operate the Process...2 Identify Principal Parts of the Group and Detail Displays...3 Identify functions of Area and Point...15 Operate from a Group Display...17 Change the Output (OP)...19 Operate points with Process Variable Tracking...23 Operate Points without Process Variable Tracking...26 Identify the Standard Point Types and their Purposes...29 Identify the Point, the ID, and the Parameters...35 Describe the Main Control Parameters...39 Identify Control Ownership in Different Modes...40 Describe the Term: Setpoint...42 Describe the Term: Process Variable...44 Describe the Term: PV (Process Variable) Tracking...45 Describe the Term: Output...48 Describe the Term: Initialization...49 Operate a Control Loop...51 Change Mode...53 Monitor the Process Variable (PV)...56 Change the Set Point (SP)...58 Call Up and Operate a Group Trend Display...61 Call Up and Operate a Group Numeric History Display...70 Operate from a Detail Display...75 Operate a Control Loop...76 Change Mode...77 Monitor the Process Variable (PV)...79 Change the Set Point (SP)...85 Change the Output (OP)...87 Use Detail Tabs...89 Start the SP Ramp Option for a Controller Operate Cascade Loops Operate Group and Detail Display Performance Review Operate custom displays Navigate through Custom Displays Operate Points using Faceplate /15/2004 Experion Operator Course EXP10001 R201 1

82 Monitor and Operate the Process Introduction Process Operations Monitor and Operate the Process In previous lesson you have become familiar with the Station tools, keyboard and standard displays. You are now ready to learn about the Group and Detail displays. You will be able to identify the principal parts of these two types of displays and to make control changes form them. Main Idea You will become familiar with the following: Group display principal parts Detail display principal parts Area and Point functions Point IDs and parameters Standard point types and purposes Control loop operation From a Group display From a Detail display Detail display tabs Setpoint Ramp Start function Cascade loops operation Custom display operation 2 Experion Operator Course EXP10001 R201 6/15/2004

83 Process Operations Identify Principal Parts of the Group and Detail Displays Identify Principal Parts of the Group and Detail Displays Introduction In this lesson you will become familiar with two basic operating displays: The Group The Detail displays Group displays provide various types of information about related points in a single display. Detail displays provide detailed information about a particular point including current values, scan, history, and so on. Main Idea Group display Group, displays various types of information about related points on a single display. Tagname and description Mode Attribute Process Variable (PV) Engineering Units Set point (SP) Alarm status Out put (OP) High range Mode (MD) Low range 6/15/2004 Experion Operator Course EXP10001 R201 3

84 Process Operations Identify Principal Parts of the Group and Detail Displays Group Detail Display Points can be assigned to more than one group display. A Group display can have from one to eight points assigned. As an Operator, you can control any point in the Group display that is assigned to an area to which you have unrestricted access. ATTENTION Some points in your groups may be View Only points which means you cannot make control changes to these points. 4 Experion Operator Course EXP10001 R201 6/15/2004

85 Process Operations Identify Principal Parts of the Group and Detail Displays Detail display Each point has a Detail display with tabs that contains all the important parameters and settings for that point. 6/15/2004 Experion Operator Course EXP10001 R201 5

86 Process Operations Identify Principal Parts of the Group and Detail Displays Explanation Group Displays Basic Parts of a Group Display Select to View Group list. Group Number Group Title View as list: Group Detail, Group Trend, Numeric History, 6 Experion Operator Course EXP10001 R201 6/15/2004

87 Process Operations Identify Principal Parts of the Group and Detail Displays If required, you can display the group's trend and numerical history details by choosing the appropriate option from the View As list. The Group Trend and Numeric History are covered later in the course materials. Lay out of the Group display One control point Eight points can be displayed 6/15/2004 Experion Operator Course EXP10001 R201 7

88 Process Operations Identify Principal Parts of the Group and Detail Displays Points can be controlled from this display as well as from the Detail or Custom display faceplate. The basic information that is needed to monitor and control is available for each of the points in the Group display. Take a closer look at one of the points in the Group display and locate all the important data that you might need to monitor and control the point. The point name and description. Double click this target to call up the detail display. The bar graph view High range Set point (SP) Green Process Variable (PV) cyan Out put (OP) gold Engineering Units The digital view Low range 8 Experion Operator Course EXP10001 R201 6/15/2004

89 Process Operations Identify Principal Parts of the Group and Detail Displays Look at the digital view of the point in the Group display. It has the numeric values that were represented in the bar graph (analog view). It also has targets and data entry ports for entering new set points, outputs, changing the control mode and the mode attribute. EX ST SP PV Execution State of point. Set Point in eng. Units Select value to enter new set point. Process Variable in eng. Units OP Output in % Select value to enter new output. MD MD Attr Control Mode Select down arrow and click on new mode. Mode Attribute Select down arrow and click on new attribute. Detail Display A Point Detail display shows the current value of each parameter for a particular point. You can also use a Point detail display to disable the point or change parameter values providing you have the required security level. Point detail displays have a standardized layout as shown in the following figure. Tabs Face Plate Parameters 6/15/2004 Experion Operator Course EXP10001 R201 9

90 Process Operations Identify Principal Parts of the Group and Detail Displays Faceplate PID The Face Plate is designed to look like a physical panel and shows the main parameters such as PV, MD, and so on. Point name Point description Set Point (SP) Output (OP) Process Variable (PV) Mode (MD) 10 Experion Operator Course EXP10001 R201 6/15/2004

91 Process Operations Identify Principal Parts of the Group and Detail Displays Faceplate Device Point The faceplate is designed to look like a physical panel and shows the main parameters such as PV, OP, MD Attribute, and so on. Point ID & Description Process Variable as State Output Mode Attribute 6/15/2004 Experion Operator Course EXP10001 R201 11

92 Process Operations Identify Principal Parts of the Group and Detail Displays Tabs The other parameters are shown to the right of the faceplate and are grouped according to tab. For example, to see the alarm-related parameters, click the Alarms tab. PID Detail Tab Pages Content Tab Main Loop Tune Set Point PV & OP Alarms Connections Chart Content Execution and Control, Control Windup, Safety Interlocks and Red tag, Alarm Enabling and Summary, Mode, and QVCS information. Tuning-General, Gain Options, and Trend Display. SP Processing/Tracking. Timeout, Set Point Ramping, and Set Point Input Range. Process Variable, Clamping/Filtering, Output, Output Bias, and Control Options Alarm Configuration, Data Acquisition Block Options, and PID Block Options SCM Connection and Display Information Control blocks in chart format showing input and output connections 12 Experion Operator Course EXP10001 R201 6/15/2004

93 Process Operations Identify Principal Parts of the Group and Detail Displays Device Point Detail display example Device Point Detail Tab Pages Content Tab Main Input States Output States Alarms Maintenance Connections Chart Content Execution and Control, Permissives and Overrides (P&O) Interlocks, Alarm Information, Current Alarms, Safety Interlock & Red Tag, and QVCS information. States, Input Options & Values, and Input State I/O Assignments Output State I/O Assignments, and Output Options and Values P V Alarms and Override Alarms Maintenance Statistics SCM Connection and Display Information Control blocks in chart format showing input and output connections 6/15/2004 Experion Operator Course EXP10001 R201 13

94 Process Operations Identify Principal Parts of the Group and Detail Displays Practice Step Action 1 To call up the Detail display for x_fc01, Click the (DETAIL/SEARCH) button and type in the point name, x_fc01. 2 When the Detail display is invoked, select the Alarm tab. This page displays information about all the alarms that have been configured for this point, the trip point for each alarm and the Priority of that alarm (both are required for a valid alarm). 3 How many alarms have been configured for x_fc01? 4 Return to the Main Tab. 5 What is the Alarm Enable State? 6 Select the Setpoint tab and locate the Set Point Input Range. 7 Record the high limit for the SP (set point). Record the low limit for the SP (set point). SP is defined in Engineering units. 8 Select the PV & OP tab and locate Output limits. Record them below: Extended High Limit % High Limit % Low Limit % Extended Low Limit % 9 Locate the Process Variable column, and record the following: The PV High Range (Eng. Units) PIDA The PV Low Range (Eng. Units) PIDA This is the span of this controller and matches the values shown in the faceplate on the left. 10 To find the Alarm limits go to the Alarms Tab. The alarm types are listed on the left. Note that not all of the alarms have a Trip Point (column in the middle). NaN = not a number or null. Record the PV High Trip Point What is the Priority assignment for this alarm? Tip it is located just to the right of the alarm limit value. ATTENTION Alarms have more detailed coverage in a later lesson. 14 Experion Operator Course EXP10001 R201 6/15/2004

95 Process Operations Identify functions of Area and Point Identify functions of Area and Point Introduction You have learned about point Detail and Group display components and where information is located on the Detail Pages (Tabs). Before you can control a point you must have access to the Set point, Mode and Output parameters. You are given access to those parameters through area assignment. If your system is divided into areas, your access to those areas of the system can be restricted. In areas where you do have access, the tasks that you can perform may also be restricted. Each area represents a portion of the process; you may have several areas assigned to you: some for control purposes and others with VIEW ONLY restrictions. Main Idea The Experion PKS database can be partitioned into areas to control access to a particular section of the plant or process. Typically, these areas match actual physical areas or sections of a site or building. Only Stations or Operator IDs configured to have access to a given area are able to view Alarms and Custom displays or Control Points for that area. For example, if you have VIEW access to an area in your system, you can only view items in that area; you cannot make any changes such as acknowledging alarms or changing point parameters. The Experion PKS database contains a System area. System items such as printers, channels, and controllers are automatically assigned to the System area. 6/15/2004 Experion Operator Course EXP10001 R201 15

96 Process Operations Identify functions of Area and Point Explanation To determine which areas are assigned to this Station or Operator, do the following: Learn by doing. Step Action 1 Call up the Alarm Summary display. 2 Click the (all areas) in the Alarms display title bar. 3 The drop-down menu will look something like this one: Areas: System D100 D100B E100 E100B MISC T100 T100B TF100 TF100B TF100F TF100J These are the areas assigned to the station in the example. 4 Record the areas assigned to your station. 16 Experion Operator Course EXP10001 R201 6/15/2004

97 Process Operations Operate from a Group Display Operate from a Group Display Introduction In this section, you will use the system Group Detail display to Call up and operate process points from a Group Detail display SP, OP and MD changes Call up and operate a Group Trend display Call up and operate a Group Numeric History display Main Idea The Group display shows various types of information about related points on a single display. 6/15/2004 Experion Operator Course EXP10001 R201 17

98 Process Operations Operate from a Group Display Explanation A Group Detail display shows the main parameters for a set of up to eight related points. The information is presented as if you were looking at a physical control panel. Point ID (tagname) and description Execution State (EXST) is it being processed? Set point (SP) Process Variable/Current State (PV) Output/last command (OP) Control mode (MD) Mode Attribute (MD Attr) who is in control? Alarm status Alarm symbols are displayed when alarms exist. Calling up a Group Step Action to call up a Group Detail display whose number you know: 1 To call up a Group Detail display from list selection: Select View > Group Summary to see the list of groups. 2 Select a Group. Alternately Step Action to call up a Group Detail display whose number you know: 1 To call up a Group Detail display whose number you know: Click the (Group) toolbar button. 2 Type the Group number in the entry box and press ENTER. 18 Experion Operator Course EXP10001 R201 6/15/2004

99 Process Operations Change the Output (OP) Change the Output (OP) Introduction The output (or OP) can be used to read and write an analog value. An operator can only change OP if the mode is set to MANUAL. The OP value is always in the range of 0% to 100% and is intended to indicate % open of a valve. Main Idea Output Changes OP is the opposite of PV, that is, OP represents values that can be changed by an operator or by another component of the system when performing supervisory control. Usually, only an operator can change the OP of a point if the mode of that point is set to MANUAL. Explanation There are several ways to select the output for change: Select the alphanumeric box, type in the desired value, and press the ENTER key. Select the alphanumeric box and use the raise or lower tools on the toolbar. Select the alphanumeric box and use the function (<F9> or <F10>) keys. Output alphanumeric-box OP before selection OP after selection Typing in a new value of 70. Step Procedure for changing OP Action 1 If the point mode (MD) is not MAN, change the mode to MANUAL. 2 Select the OP alphanumeric-box; the output value is displayed as white numbers on a black background. See figure, Op High, after selection. 3 Type in a new value and press the ENTER key to complete the entry. 6/15/2004 Experion Operator Course EXP10001 R201 19

100 Process Operations Change the Output (OP) OP limits can be found on the PV and OP page of the Detail display. These limits apply to the point when it is in AUTO or CAS (cascade) mode. When the point is in MANUAL mode, the OP can be stroked by the operator (from 6.0% to 106.9%). Output alarms can be set for a point. You can see that the OP High and/or OP Low alarms have been assigned to a point by looking at the Alarm Page of the Detail Display. 20 Experion Operator Course EXP10001 R201 6/15/2004

101 Process Operations Change the Output (OP) OP High and OP Low Alarms on the Alarm Page 6/15/2004 Experion Operator Course EXP10001 R201 21

102 Process Operations Change the Output (OP) Practice Step Action 1 Use the Group number box to call up a specific group. Call up your 8 th Group display by selecting the Group number box at the top of the Group display and type in the number of your 8 th group. 2 Change the OP of the x_fc31 controller to 70%. If you forgot to change the MD to MAN, you will receive a message in the Message Zone Invalid Mode. 3 Use the Function keys to lower the OP to 65%. 4 Use the Toolbar Raise button to increase the OP to 70%. 5 Can you enter a value of 5? YES NO 6 Can you enter a value of 10? YES NO Remember that -6.9% is the lowest OP value and 106.9% is the highest output permitted in MANUAL mode. In AUTOMATIC mode, the OP is limited to the OP High and Low limit assigned to the point. It can be found in the PV & OP tab of the Detail display of the point. 7 Return the point s OP to 50%. 8 Call up your 1 st group display and change the OP of X_LC14 to.1%. This point has a Low OP alarm limit and displays OPLO just above the EX ST (Execution State). 9 Change the OP back to 50% and return the point to NORMAL mode. 22 Experion Operator Course EXP10001 R201 6/15/2004

103 Process Operations Operate points with Process Variable Tracking Operate points with Process Variable Tracking Introduction PV Tracking is a setting that assists the operator with transferring a point from MANUAL mode to AUTOMATIC mode without causing a process upset. Main Idea The key characteristics of PV Tracking are: Set point value Characteristic A smooth transfer to AUTOMATIC mode is made. Description SP is made equal to PV when the controller is in MANUAL mode. When the controller is returned to AUTOMATIC mode, PV and SP are equal. The Operator does not have to change the SP to match the PV. Explanation The PV Tracking can be seen in the Setpoint tab of the Points Detail display. When the Enable PV Tracking checkbox is selected, the Set Point will match the Process Value when the point is in MANUAL mode or initialized (secondary point is not in CASCADE mode). 6/15/2004 Experion Operator Course EXP10001 R201 23

104 Process Operations Operate points with Process Variable Tracking In the example that follows, the cascaded points are x_tc10 and x_fc15. The flow controller has PV Tracking enabled. Learn by doing. Step Action to see how the PV tracking feature works 1 Call up your 7 th group display. 2 Select the x_fc15 point and place it in AUTOMATIC mode. Notice that the x_tc10 point now shows the IINIT status. 3 Change the SP of x_fc15 to 25. Before the PV reaches 25 change the mode to MAN. The SP changes to match the current PV. This point has the PV tracking enabled. 4 Return the point to the NORMAL mode. 5 Change the SP on x_tc10 by 50 degrees and then put the point in MAN mode. The SP stays at the value you entered in the prior step. This point does not have the PV tracking feature enabled. 24 Experion Operator Course EXP10001 R201 6/15/2004

105 Process Operations Operate points with Process Variable Tracking Practice Step Action 1 Call up your 4 th group display. 2 Select the x_fc28 point and place it in AUTOMATIC mode. 3 Change the SP of x_fc28 to 25. Before the PV reaches 25 change the mode to MAN. Does this point have PV tracking enabled? YES NO 4 Did the SP change to match the current PV? YES NO 5 Change the OP to 50%. The PV should change to What is the value of the SP? 6 Return the point to AUTOMATIC and note that it keeps the 50% OP and the PV & SP value of This assists in a smooth transition from MANUAL to AUTOMATIC mode. The point should remain stable, as the PV and SP are equal due to the PV tracking. 7 Change the SP on x_lc16 by 20% and then put the point in MAN mode. The SP stays at the value you entered in the prior step. This point does not have the PV tracking feature enabled. 6/15/2004 Experion Operator Course EXP10001 R201 25

106 Process Operations Operate Points without Process Variable Tracking Operate Points without Process Variable Tracking Introduction In the previous exercise you learned about operating a point with PV tracking. In this exercise you will learn to operate a point that does not have PV tracking. Main Idea PID points that do not have the PV Tracking enabled require the operator to adjust SP prior to going to AUTO mode if the current PV is to be retained. Explanation LEARN BY DOING Step Action required to adjust a point without PV tracking 1 Select the point. 2 Place point in the MANUAL mode. 3 Change the OP. 4 When desired PV is reached, select the SP and enter a value equal to the PV. 5 Return the point to AUTOMATIC mode. The operator is required to adjust the SP to match or equal the PV to prevent additional control action if the PV is at the desired value. If this is not done the point will compare the SP and PV values and adjust the OP value to cause the PV to change in order to make the PV=SP. LEARN BY DOING Step Action required to adjust a point without PV tracking 1 From your 4 th Group select x_lc16. Record the current PV 2 Place point in MANUAL mode. 3 Change the SP to 100. Notice that the point accepted the new SP value. If PV Tracking were enabled, the SP would not have changed. 4 Return the point to AUTO mode and note that the PID point has started to change the OP to drive the PV to the SP of Compare the PV from Step 1 to the current PV. Old PV:. Current PV 6 Place point in MANUAL mode and record the current SP. 7 Change the OP of x_fc20 to 50%. The PV changes to m 3 /hr. 26 Experion Operator Course EXP10001 R201 6/15/2004

107 Process Operations Operate Points without Process Variable Tracking LEARN BY DOING Step Action required to adjust a point without PV tracking 8 Compare the SP to the PV. Note that they are not equal. SP = 100 and PV=77.5 that is an error of 22.5 m 3 /hr. 9 To hold the current flow at 77.5, change the SP to 77.5 before returning to the AUTO mode. 10 Return the point to AUTO and observe that the OP stays at 50% and PV and SP are the same. 6/15/2004 Experion Operator Course EXP10001 R201 27

108 Process Operations Operate Points without Process Variable Tracking Practice Step Action 1 Call up your 1st group 2 Place point x_fc01 in MANUAL mode. 3 Change the OP to 70%. 4 When the desired PV (420) is reached, select the SP and enter a value equal to the PV. 5 Return the point to AUTOMATIC mode. Notice that you were able to return the point to AUTOMATIC without disturbing the process. 28 Experion Operator Course EXP10001 R201 6/15/2004

109 Process Operations Identify the Standard Point Types and their Purposes Identify the Standard Point Types and their Purposes Introduction You will look at the standard point types in Experion PKS and describe their purpose. Main Idea The C-200 Point Types And Descriptions Point type DACA PID CDA Device Function/Description Data Acquisition (AI) combined with a PID block with Proportional, Integral, and Derivative control modes. A point on an Experion PKS Hybrid Controller. Unlike the other types of points (which have a specific use and structure), CDA points are configured to meet your system's requirements. This function block provides an Operator representation and alarming functions for control of digital field devices, such as motors,valves and pumps. It provides control for up to 3 outputs with processing based upon PV (process feedback) of up to 4 inputs The SCADA point types and descriptions Point type Accumulator Analog Status Function/description Represents total values. For example, the volume of water that has flowed into a tank or the total number of cars that have entered a parking lot over a period of time. Represents continuous values. For example, pressures in a boiler or the number of cars currently in a parking lot. Represents digital inputs or outputs. For example, the on-and-off states of a pump or a light or the open-or-shut states of a door. 6/15/2004 Experion Operator Course EXP10001 R201 29

110 Process Operations Identify the Standard Point Types and their Purposes Explanation DACA Point Data Acquisition Analog Points brings input values into the block and displays the Process value in the appropriate format. Example DACA point PV 30 Experion Operator Course EXP10001 R201 6/15/2004

111 Process Operations Identify the Standard Point Types and their Purposes CDA Point Control Data Access points use function blocks to join together with Experion PKS system objects (process connections and software connections) to create the controls that meet your systems needs. Signal from sensor Signal to actuator or Field device 6/15/2004 Experion Operator Course EXP10001 R201 31

112 Process Operations Identify the Standard Point Types and their Purposes SCADA Points Supervisory Control and Data Acquisition (SCADA) points are all the points that are not C200 or Hybrid points. You may have SCADA type points to connect all the other brands of controller to the Experion PKS system. The training system is using only C200 points. The following examples are presented to provide you with additional background information. Analog Point (SCADA) An analog point can represent the following different types of field values: Process Variable (PV) Output (OP) Mode (MD) Setpoint (SP) Up to four auxiliary values (A1, A2, A3, A4) Analog points represent continuous values such as pressures or temperatures. Analog points that are used to represent a temperature show the relationship between field values and an analog point. Analog Point Used To Represent A Temperature Server (Station Display) Controller Plant Equipment PID SP PV OP MD SP PV OP MD Pump Valve Flow Sensor 32 Experion Operator Course EXP10001 R201 6/15/2004

113 Process Operations Identify the Standard Point Types and their Purposes Status Point A status point has three parameters that can address field values: Process Variable (PV) Output (OP) Mode (MD) Status Point Representing a Pump Ladder Logic 6/15/2004 Experion Operator Course EXP10001 R201 33

114 Process Operations Identify the Standard Point Types and their Purposes Accumulator Point Accumulator points represent totalizers. An accumulator point can access a single counter input value. This diagram shows the relationship between a field value and an accumulator point. Accumulator Point Process Variable (PV) The PV for an accumulator point is used to read a value from a counter (in a controller) that continues to increment until it reaches its rollover value, at which time it resets. 34 Experion Operator Course EXP10001 R201 6/15/2004

115 Process Operations Identify the Point, the ID, and the Parameters Identify the Point, the ID, and the Parameters Introduction In this lesson you will look at process points in detail including determining IDs and other important operating parameters. Main Idea A point is a collection of information about a particular part of your system. For example, a point representing a simple device such as fan would include: An ID, which uniquely identifies the fan A descriptive name The current state (Start or Stop) The desired state. This is applicable if you are allowed to control the point. For example, if you click a fan on the display, Experion PKS will change the state of the real fan. 6/15/2004 Experion Operator Course EXP10001 R201 35

116 Process Operations Identify the Point, the ID, and the Parameters Detail Display for Device Point Item Parameter Value 1 ID 11_HS14A 2 Descriptive name E-110A Fan 3 Current state (PV) STOP 4 Desired state (OP) BAD 36 Experion Operator Course EXP10001 R201 6/15/2004

117 Process Operations Identify the Point, the ID, and the Parameters Explanation Main Parameters for Standard Point Types Parameter PV (Process Variable) SP (Set Point) OP (Output Value) MD (Mode) Description The current value or state of the point. This input is known in Experion PKS as the PV (Process Variable) of a point, because it represents values that are a function of the process (or the controller or both). An operator cannot change process variables. Only applicable to analog points. The SP is the desired value or state of the point. Only applicable to analog and status points. The OP is the raw (uncalibrated) value of the point. In the case of an analog point, OP is expressed as a percentage of the full value. In the case of a status point, OP has four possible values (0 to 3). Only applicable to analog and status points. The MD indicates the manner in which the point is being controlled. For example, if you want to change a point's SP, you first need to set MD to Automatic. If MD is set to Manual, it means that the point s output is being controlled directly by the operator. Process Variable (PV) PV Status points are used to represent the current state of the field device or process. For example, four distinct states for a valve could be defined as: TRAVEL, CLOSED, OPEN, and FAIL. The PV of an analog point represents the current reading (represented in engineering units) of the field device or process. PVs are often used to represent the process variable of a control loop. Set Point (SP) The set point can be used to read and write an analog value in a controller. Set points are represented in engineering units and are often used to represent the ideal operating value for a control loop. Control Mode (MD) The current control mode of a point determines whether or not an operator is permitted to control the OP or SP of the point. The available control modes are: manual, automatic, cascade, and computer, although, cascade and computer are only available with specific controllers. Most Experion PKS device interfaces support just single bit modes (that is, values of 0 and 1, displayed by default as MAN and AUTO). 6/15/2004 Experion Operator Course EXP10001 R201 37

118 Process Operations Identify the Point, the ID, and the Parameters Practice Let s look at some of the points assigned to you and identify the basic parameters that effect how these points behave. Step Action 1 Use your assignment sheet to determine the Group numbers and the display names assigned to you. Remember that the point names begin with the ID letter assigned to you and the display names end with that letter. For example, Student C s points are C_FC01 and displays are T100C. 2 Call up your 2 nd Group and select the 3 rd point x_ti24. 3 What is the current temperature? What parameter provides this information?. 4 What is the maximum temperature for this point? What is the range of this indicator? to degrees. 5 Call up the Detail display for this point (x_ti24). 6 Which tab lists the alarm limits. 7 How many alarms have been assigned to this point? What is the highest alarm limit? 8 Call up the Detail display x_pc15. 9 How many tabs does this point have? 10 Select the Setpoint tab. 11 What is the Set Point Input Range for this controller? Setpoint high limit for this point? Setpoint low limit for this point? 38 Experion Operator Course EXP10001 R201 6/15/2004

119 Process Operations Describe the Main Control Parameters Describe the Main Control Parameters Introduction Understanding the main control parameters and their purposes is an important part of operating the Experion PKS system. Main Idea The terms that you will need to know are: Control Mode (MD) Mode Attribute (MD Attr) Set point (SP) Process Variable (PV) PV (Process Variable) Tracking Output (OP) Initialization (INIT) 6/15/2004 Experion Operator Course EXP10001 R201 39

120 Process Operations Identify Control Ownership in Different Modes Identify Control Ownership in Different Modes Introduction In this lesson you will learn about the parameters that determine the control mode of the process points. Main Idea Point Mode (MD) The mode of a status point is used to determine whether or not an operator is permitted to control the output value. The two most common modes are: Manual Automatic The available control modes are: manual, automatic, cascade, and computer, although, cascade and computer are only available with specific controllers. Mode Attribute (MD Attr) Mode attribute determines whether an operator or a user program has the authority to change certain variables such as Mode, OP, or SP. Normal Mode When defining a point that includes a control, the builder can specify what is to be the normal mode for that point. The normal mode applies: By default for this point. When an authorized operator presses the appropriate function keys to reset the mode after manual intervention. For most points, the normal mode is AUTO. 40 Experion Operator Course EXP10001 R201 6/15/2004

121 Process Operations Identify Control Ownership in Different Modes Explanation Analog Mode (MD) The mode (MD) is used to determine whether or not an operator is permitted to control the output value. The two most common modes are: Manual Automatic Property Man Auto Casc Comp Description When the manual mode is set, an operator is permitted to change either the set point or the output value. When the automatic mode is set, the controller (or sometimes the server) controls the output and operators cannot change the output value unless the Disable mode checking on output is set. Cascade mode is specific to S9000, TDC, and UDC controllers. The cascade mode is used when the SP is coming from the output of another PID loop within the controller (that is, PID loops are cascaded together). When the mode is set to cascade, operators cannot change either the set point or the output value. This mode is specific to TDC controllers. The computer mode is used when the SP is coming from a computer that is performing automatic control. When the mode is set to computer, operators can change either the set point or the output values. Normal Mode If the normal mode is configured correctly an operator doesn t have to know what mode a point should be in. 6/15/2004 Experion Operator Course EXP10001 R201 41

122 Process Operations Describe the Term: Setpoint Describe the Term: Setpoint Introduction In this lesson you will learn about the parameter called Set Point or SP and the procedures to change SP depending on the points configuration. Main Idea Set point (SP) Only applicable to analog points. The SP is the desired value or state of the point. If, for example, a point represents room temperature, changing the SP causes the room to change to that temperature. Set point is the desired value of the process and can be set by: The operator The sequence program The controller or another controller Explanation The operator changes the set point (SP) of a controller by placing the controller in the proper mode and selecting the SP and then changing it to the desired value. Step How the set point is changed on a Single loop controller: 1 Place point in AUTOMATIC mode and the mode attribute to OPERATOR. 2 Select the set point parameter and type in a new set point value and press the ENTER key. 3 You could select the set point parameter and use the <F9> key to increase the value or the <F10> key to decrease the value. If two or more points are cascaded (linked together), the primary point sends a set point to the secondary point s set point parameter. Step How the Set point is changed on a cascaded controller: 1 Place the secondary point in CASCADE mode and the mode attribute to OPERATOR. 2 Adjust the set point or the output of the primary point. The set point of secondary point will change based on the primary point s output. 42 Experion Operator Course EXP10001 R201 6/15/2004

123 Process Operations Describe the Term: Setpoint Controllers can be controlled by a sequence (computer) program rather than by the operator. Step How the Set point is changed by a sequence program: 1 Place point in AUTOMATIC mode and the mode attribute to PROGRAM. 2 The sequence program script writes a new set point value to the controller. The Controller can be configured with PV tracking that enables the controller to adjust its own set point when in Manual mode making the set point equal to the process value. Step How the Set point is changed by PV tracking: 1 Place point in MANUAL mode and the mode attribute to OPERATOR. ATTENTION The set point (SP) is immediately made equal to the process value (PV) (PV Tracking Option). 2 As the output of the point causes the PV to change, the SP changes to match the PV value. This feature is designed to prevent the process from being bumped when the point is transferred to automatic control mode. 6/15/2004 Experion Operator Course EXP10001 R201 43

124 Process Operations Describe the Term: Process Variable Describe the Term: Process Variable Introduction Analog Point Process Variable (PV) The PV of an analog point represents the current reading (represented in engineering units) of the field device or process. PVs are often used to represent the process variable of a control loop. Main Idea The PV of an analog point represents the current reading in engineering units of the field device or process. Explanation The PV has a: Range High Value Range Low Value Process Variable PV High Range PV Low Range Definition The highest and the lowest valid values of the range for this point For example, if the maximum output of a temperature transmitter represents 600 degrees Celsius, and the minimum is zero degrees Celsius, the Range High Value is 600 and the Range Low Value is 0 so that the server can correctly scale or convert the raw data captured from the controller. The PV of a device point represents the current status of the field device. For example, the four distinct states for a valve: TRAVEL CLOSED OPEN FAIL 44 Experion Operator Course EXP10001 R201 6/15/2004

125 Process Operations Describe the Term: PV (Process Variable) Tracking Describe the Term: PV (Process Variable) Tracking Introduction PV Tracking is a setting that assists the operator with transferring a point from MANUAL mode to AUTOMATIC mode without causing a process upset. Main Idea Process Variable (PV) Tracking Option - Indicates if the SP (Set Point) is to track PV when the function block (point) is either in MANUAL mode or being initialized. SP is set equal to PV if the Enable PV Tracking box is checked on the Set Point tab of the Detail display (PVTRAKOPT = Track), and the function block (point) is: Explanation In MANUAL mode. Being initialized from a secondary. Undergoing a one-shot initialization. The key characteristics of PV Tracking are: Set point value Characteristic When the controller is returned to AUTOMATIC mode, PV and SP are equal. Description SP is made equal to PV when the controller is in MANUAL mode. A smooth transfer to AUTOMATIC mode is made. The Operator does not have to change the SP to match the PV. 6/15/2004 Experion Operator Course EXP10001 R201 45

126 Process Operations Describe the Term: PV (Process Variable) Tracking The PV Tracking can be seen in the SetPoint tab of the Points Detail display. When the Enable box has been checked, the Set Point will match the Process Value when the point is in Manual mode or initialized (secondary point is not in Cascade mode). Example(s) LEARN BY DOING Step Action Result 1 Call up the D_100x display. Click on the Name button in the navigation bar. The point names are displayed. 2 Select the x_fc20 controller. The faceplate for the controller is called up. 3 Select the Point Descriptor, Feed, and double click. The Detail display is invoked. 4 Click the Set Point tab. The set point information tab is invoked. 5 Locate the SP Processing/PV Tracking column. Verify the check box for enabling PV tracking is selected. 6 Call up the Detail display for x_lc14. 7 Verify that this point does not have PV tracking enabled. 46 Experion Operator Course EXP10001 R201 6/15/2004

127 Process Operations Describe the Term: PV (Process Variable) Tracking Practice Step Action 1 Call up the Detail display for x_ac12 controller. 2 Does this controller have PV tracking? 3 Call up the Detail display for x_ti26. 4 Does this point have PV Tracking? YES NO Notice there is no SP for a DACA point. 5 Which mode causes the PV tracking to force the SP to equal the PV? AUTO MAN CAS B-CAS Circle the correct answer. 6/15/2004 Experion Operator Course EXP10001 R201 47

128 Process Operations Describe the Term: Output Describe the Term: Output Introduction In this lesson you will learn about the control parameter output (OP). Main Idea Output value (OP) Only applicable to analog and status points, the OP is the raw (uncalibrated) value of the point. In the case of an analog point, OP is expressed as a percentage of the full value. In the case of a status point, OP has four possible values (0 to 3). PID Point Output The OP value is always in the range of 0% to 100% and is intended to indicate the percent open of a valve. If the valve is reverse acting, for example, 4 ma represents the valve fully open and 20 ma represents valve fully closed, then the OPReverse parameter should be enabled so that the OP indicator still shows % open. The output (OP) can be used to read and write an analog value. An operator can only change it if the mode is set to MANUAL. Device and Status Point Output OP represents values that can be changed by an operator or by another component of the system when performing supervisory control. Only an operator (usually) can change the OP of a point if the mode of that point is set to manual. In the case of a status point, OP has four possible values (0 to 3). Device points may have as many as eight (0 to 8) possible values. 48 Experion Operator Course EXP10001 R201 6/15/2004

129 Process Operations Describe the Term: Initialization Describe the Term: Initialization Introduction Initialization (INIT) Allows cascade controls to be re-established after they have been interrupted without causing bumps in the process. Main Idea Initialization Propagation Initialization requires each Regulatory Control block in a cascade to check its secondary to see if the cascade has been broken. If it has, each block will initialize and provide an initialization request and initialization value to its primary. In this way, the initialization will start at the final control element and propagate upstream. Explanation Points with Secondary Initialization, within the Control Option area, the, enabled will initialize when the secondary is not in cascade. If this parameter is disabled initialization will not take place. Example(s) Example of a Point with Initialization Enabled LEARN BY DOING Step Action 1 Call up your 3 rd group display. The T-100 Overhead and the Reflux flow are cascaded together. T-100 Overhead is the primary point and the Reflux flow is the secondary. 2 Change the mode of the secondary to Auto and note that the primary initializes. 3 Return the secondary to Normal mode (CAS). 4 Call up the Detail display for the T-100 Overhead point. Go to the PV & OP tab. 5 Locate the Control Options area of the display. Notice that the Secondary Initialization Option is enabled. This means that when the cascade connection is interrupted this point will show INIT in the output field in the faceplate. 6/15/2004 Experion Operator Course EXP10001 R201 49

130 Process Operations Describe the Term: Initialization Example of a Point with Initialization Disabled LEARN BY DOING Step Action 1 Call up your 4 th group display. The D-100 Reflux Drum Lvl and the Feed are cascaded together. D-100 Reflux Drum Lvl is the primary point and the Feed is the secondary. 2 Call up the Detail display for the x_lc16 and go to the PV & OP tab. Notice that the Secondary Initialization Option is disabled. This means that when the cascade connection is interrupted this point will give no indication in the faceplate. 50 Experion Operator Course EXP10001 R201 6/15/2004

131 Process Operations Operate a Control Loop Operate a Control Loop Introduction This lesson is about operating a control loop from the Group Detail display. You will select a point and Monitor the Process Variable (PV) Change the Mode (MD) Change the Set Point (SP) Change the Output (OP) Operate points with PV Tracking and without PV Tracking Main Idea To make a control change to a point in the Group Detail display, you must first select the point. Step Action 1 To select a point in the Group Detail display: Move the cursor over the Point ID and left click. 2 The Point ID becomes highlighted and the point s ID is shown in the Message Zone. See the example. 6/15/2004 Experion Operator Course EXP10001 R201 51

132 Process Operations Operate a Control Loop Explanation Control changes such as OP and SP changes can be typed in the alphanumeric field. All such entries must be followed by the <ENTER> key or the (Enter) button. You can also make incremental changes using the <F9> or the <F10> function keys or the (Raise) or the (Lower) buttons on the Toolbar. 52 Experion Operator Course EXP10001 R201 6/15/2004

133 Process Operations Change Mode Change Mode Introduction The mode (or MD) is used to determine if an operator is permitted to control the output value (manual mode) or the set point value (automatic mode). Main Idea Control Modes The current control mode of a point determines if an operator is permitted to control the OP or SP of the point. The available control modes are: manual, automatic, cascade, and computer, although, cascade and computer are only available with specific controllers. 6/15/2004 Experion Operator Course EXP10001 R201 53

134 Process Operations Change Mode Explanation Property MAN AUTO CAS Description When the manual mode is set, an operator is permitted to change either the set point or the output value. When the automatic mode is set, the controller (or sometimes the server) controls the output and operators cannot change the output value. Cascade mode is specific to C-200, S9000, TDC, and UDC controllers. The cascade mode is used when the SP is coming from the output of another PID loop within the controller (that is, PID loops are cascaded together). When the mode is set to cascade, operators cannot change either the set point or the output value. Normal Mode When defining a point that includes a control, the builder can specify what is to be the normal mode for that point. The normal mode applies by default for this point. When an authorized operator selects the NORMAL option from the Mode list box, it resets to the mode specified by the normal mode parameter (NORMMODE). For most points, the normal mode is AUTO. Mode List Box 54 Experion Operator Course EXP10001 R201 6/15/2004

135 Process Operations Change Mode Practice Changing Control Mode from Group Detail display. Step Action 1 Call up your 1 st Group. 2 Select the Mode list box of the x_fc01 point. 3 Change the mode to manual by selecting the MAN option. 4 Use the NORMAL option to return this point to the normal mode. 5 What is the normal mode of x_fc01? AUTO MAN CAS BCAS NONE 6 Change the mode of x_fc17 to AUTO. 7 Return the point to the normal mode. 8 Use the Page Down button on the toolbar to go to your 3 rd group. 9 What mode is x_ac12? 10 What mode is x_fc19? 11 Change the mode of x_fc19 to AUTO. 12 Notice that x_ac12 now displays INIT above the Output. x_ac12 is the Primary and x_fc19 is the Secondary in a Cascade loop. When the secondary is not in cascade, the Primary shows the initialize message of INIT to advise that the operator has control of the Secondary point. 13 Return the point x_fc19 to the normal mode. Notice that the INIT message has been removed from the Primary point x_ac12. 6/15/2004 Experion Operator Course EXP10001 R201 55

136 Process Operations Monitor the Process Variable (PV) Monitor the Process Variable (PV) Introduction The current value or state of the point is the Process Variable or PV. The operator cannot change this parameter. Main Idea Process Variables can be numerical such as temperatures, pressures and flows or States such as ON/OFF, START/STOP, or RUN/STOP/READY. Numeric PVs are shown in engineering units such as PSI, Degs C or Degs F, m3/hr, GPM, %, RPM to name a few. Explanation PV s in a Group display High Range PV Low Range 56 Experion Operator Course EXP10001 R201 6/15/2004

137 Process Operations Monitor the Process Variable (PV) LEARN BY DOING Step Action 1 Call up your 1 st Group display. 2 Note the PV of the Heavy Feed Pump is ON. 3 Record the PV of the x_lc14. % The unit of measurement (Eng Unit) used to identify the PV of x_lc14 is percentage. The unit of measurement (Eng Unit) used to identify the PV of x_fc18 cubic meters per hour (m 3 /hr). 4 Go to your 2 nd Group display. These data acquisition points (DACA) are measuring temperatures and pressures. Notice that the range of these points can be seen as well as the PV relative to range (span). See the example above for assistance in locating this information. Practice Step Action 1 Call up your second Group display. 2 What is the high range of x_pi14? 3 Record the PV of the x_ti40. 4 What is the unit of measurement (Eng Unit) used to identify the PV of x_pi14? 5 Go to your 4th Group display. 6 What is the High and Low range for x_lc16? 7 What are the possible PVs for the Pumps?. 6/15/2004 Experion Operator Course EXP10001 R201 57

138 Process Operations Change the Set Point (SP) Change the Set Point (SP) Introduction The set point (or SP) can be used to read and write an analog value in a controller. Set points are represented in engineering units and are often used to represent the ideal operating value for a control loop. You will practice changing the set point from the Group faceplate display using the number keys and the <F9> and <F10> keys. Main Idea Set point Changes Place the control point in the AUTO mode before changing the set point. * There are several ways to select the set point for change: Select the alphanumeric box, type in the desired value, and press the ENTER key. Select the alphanumeric box and use the Raise or Lower buttons on the toolbar. Select the alphanumeric box and use the function (<F9> or <F10>) keys. Select the alphanumeric box and use the function (<Alt>+<F9> or <F10>) keys to fast ramp the SP. 58 Experion Operator Course EXP10001 R201 6/15/2004

139 Process Operations Change the Set Point (SP) * If the point has PV Tracking enabled, the operator cannot change the set point (SP) in MANUAL mode because the SP tracks the PV in MANUAL mode. Explanation LEARN BY DOING Step Action 1 Call up your 4 th Group. Press the GROUP key, type in the number, and press ENTER. 2 Select the X_LC16 and change the mode to AUTO if it is not in Automatic mode. 3 Enter the new set point 5 engineering units greater than the current SP using the <F9> key. 4 Type in the new set point 15 engineering units greater than the current SP. Remember to use the ENTER key after you type the new value. 5 Type in the new set point of 775 but do NOT press ENTER. Use the Backspace key to delete the last character for a new SP of 77 and then press <ENTER>. 6/15/2004 Experion Operator Course EXP10001 R201 59

140 Process Operations Change the Set Point (SP) Practice Step Action 1 Call up your 5 th Group. Press the GROUP key, type in the number, and press ENTER. 2 Select the X_PC15 and change the SP to Enter a new set point, 20 engineering units greater than the current SP, using the <F9> key. Notice that pressing the arrows moves the SP at 1% of range or 10.5 engineering units. 4 Type in a new set point 100 engineering units less than the current SP. Remember to use the ENTER key after you type the new value. 5 Change the SP to 850 using the Raise/Lower tool bar buttons. 60 Experion Operator Course EXP10001 R201 6/15/2004

141 Process Operations Call Up and Operate a Group Trend Display Call Up and Operate a Group Trend Display Introduction The Group display has more than one view. Group Detail Group Trend Numeric History The Group Trend assignments are made when the points (function blocks) are defined, or later from System Configuration/Trend and Group Displays/Groups. These changes require Supervisor level access or greater. Main Idea The Group Trend supplies historical information about the points in the group. You can adjust: The sample interval The number of samples Zoom The displayed scale (% or EU (Engineering units)) Start time (History offset) The number of points trend 6/15/2004 Experion Operator Course EXP10001 R201 61

142 Process Operations Call Up and Operate a Group Trend Display Explanation Viewing the Group Trend LEARN BY DOING. Step Action to call up Group Trend View 1 Call up Group 1. 2 From the Group Detail display select the View AS list box. 3 Select the Group Trend option in the list. Group Trend Example The Group Trend is called up. 62 Experion Operator Course EXP10001 R201 6/15/2004

143 Process Operations Call Up and Operate a Group Trend Display Structure of the Group Trend Group Number and Selection targets View Menu Sample Menu Interval Menu Scale controls Sample s trace color matches point Adding and Deleting traces To delete a trace: clear the checkbox at the bottom of the point. Deleted Added. Default values Default is 100 Samples and 1-minute Intervals. Once you change these settings for a group that information is stored and the next time you call up the Group Trend it will reflect the setting you entered. 6/15/2004 Experion Operator Course EXP10001 R201 63

144 Process Operations Call Up and Operate a Group Trend Display Changing the group You can change group trends with out loosing the Group Trend View. Step Action 1 To call up another Group Trend, select the Group number in the entry box 2 Type in the number to the desired group and press the ENTER key. The new group is displayed in the Group Trend View. 3 To recall up a Group Trend: select the Group Title (a drop-down menu displays those groups that have been called up previously). Select the desired group. Scale Control The trend area can be expanded or contracted using the entry box at the top and at the bottom of the Y-axis. For example, entering 75 at the top and 25 at the bottom presents a view of the middle 50% of the range. Each entry box is independent. Toggles between % of range (0 100%) or the EUs of the point with the largest range. Changing from % to Engineering Units Select the list box on the left to change the scale from % (0 to 100% of range for all points) to EU (the PVEULow to PVEUHigh of the point with the greatest span). Percentage of range is recommended if the points have a variety of measurements such 1-5, , within the same group. 64 Experion Operator Course EXP10001 R201 6/15/2004

145 Process Operations Call Up and Operate a Group Trend Display Changing Sample Interval To change from the 1-minute sample to one of the other nine options: select an entry from the Interval list box. Changing the number of samples To increase or decrease the number of samples to be included on the trend: select the Samples entry box, type the desired number of samples, and press the ENTER key. For example, a 1-hour interval with 48 samples equals 2 days. Changing the Start Time (History offset) If you want to view information for a time other than the present, use the History offset. Date Time The date is entered in the same format as the date shown just below the entry box (DD-MMM- YY). The time is entered in the time box, (24-hour clock HH:MM:SS). 6/15/2004 Experion Operator Course EXP10001 R201 65

146 Process Operations Call Up and Operate a Group Trend Display ATTENTION IMPORTANT: These settings remain until you change them. To return to the current time you must clear the date and time boxes. a. Select the Date box b. Press the DEL key and then press the ENTER key a. Select the Time box b. Press the DEL key and then press the ENTER key. = Current day and time. 66 Experion Operator Course EXP10001 R201 6/15/2004

147 Process Operations Call Up and Operate a Group Trend Display Using the Zoom Function Click and drag the cursor over the area that you want to magnify (Zoom in). When you release, the area fills the trend region. Notice the grid went from 6 sec to 1 sec intervals. To return to default view, click the lower left corner of the trend frame. 6/15/2004 Experion Operator Course EXP10001 R201 67

148 Process Operations Call Up and Operate a Group Trend Display Practice Step Action 1 Call up your 2 nd group display. Select the View AS list box and select the Group Trend option. 2 What is the time interval for the samples on the trend? The time interval is shown at the top right of the display next to the title, Interval. 3 Change the interval to 5 seconds. Select that option from the drop-down list. 4 What color is the trace for X_TI40? TIP Check the base of the point s Faceplate to determine trace color. It is cyan (light blue). 5 To delete the first point from the trend, clear the checkbox next to the trace color legend. Observe that the trace has been deleted from the trend display area. 6 Return the point to the trend by selecting the checkbox. 7 Change the number of 5-second samples to 150. Select the Sample entry box, type in the number of samples you want, and press ENTER. 8 Change the Interval to 1 minute and the number of samples to Click the scroll back arrow twice to move the trend back 30 minutes. 10 Select the scrollbar at the bottom and drag it to the right to display the trend data for the last 100 minutes. 11 Call up the next group display (your 3 rd group); use the PAGE DOWN button on the toolbar. 12 Change the Interval to 6-minute averages and the sample to Use the (BACKWARD button) to recall the 2 nd group. Notice that it is in the Group Trend view and is shown with 120 samples at 1-minute intervals. Each Group trend remembers the Sample and Interval setting that you entered for it so that when you recall the display you do not have to re-enter the settings. 68 Experion Operator Course EXP10001 R201 6/15/2004

149 Process Operations Call Up and Operate a Group Trend Display Step Action 14 Return to the 3 rd Group. Note the position of the green trace (X_LC16). Match the trace color to the color shown at the base of the point s faceplate. 15 Switch the range to engineering units. The scale shows 0 to 305. The position of the green trace (X_LC16) is displayed in the lower third of the trend while X_FC19 has maintained its position because it has a range of 0 to 305 in EUs. 16 Zoom in on the X_FC19 trace. Move the cursor to the left of the area you wish to zoom and click. Drag the cursor down and to the right. Release the button when you have the desired portion of the trace in the bounding box. The trend is resized and the scale on the left reflects the view. 17 To return to a full-scale view, click the lower left corner of the trend frame. It looks like two overlapping rectangles. 18 Call up your 7 th group using the Group Trend entry box in the group trend toolbar. Select the entry box, type in the group number you want, and press ENTER. The new group is shown in the Group Trend format. 19 Select the GROUP button on the toolbar and enter the number of your 1 st group. Notice the group opens in the Group Detail format. 20 Change the format to Group Trend. 21 Recall your 7 th group, E-100x Reboiler Control, using the Group Description drop-down menu. 22 Display 6 minute averages with 60 samples. 23 Change the History offset to display the date for yesterday beginning at 1 pm. Remember the date format (DD-MMM-YY) uses a 24-hour clock (HH:MM). 24 Clear the History offset by selecting the date, press the DEL key, and then press the ENTER key. Select the time and repeat the keystrokes to return to 00:00:00. 6/15/2004 Experion Operator Course EXP10001 R201 69

150 Process Operations Call Up and Operate a Group Numeric History Display Call Up and Operate a Group Numeric History Display Introduction The Group Detail has a view called Numeric History. This displays 35 per page values for the selected Sample Interval. You can control the start time and date for the collection and scroll forward or backward through the collected data. Main Idea Group Numeric History View Point IDs Newest data Older data Scroll buttons To obtain the Numeric History of a Group display: select the View As menu box and select the Numeric History option. 70 Experion Operator Course EXP10001 R201 6/15/2004

151 Process Operations Call Up and Operate a Group Numeric History Display Changing Sample Interval To change from the 1-minute samples to one of the other nine options: click the Interval arrow and select the desired sample interval. History File Sizes The duration and the number of samples for each history interval are shown in the table below. Default History File Sizes History Types Intervals Duration File Sizes Number of Samples Standard History 1 1-minute snapshot 24 hours minute average 7 days hour average 7 days hour average 3 months hour average 1 year 368 Extended History 7 1-hour snapshot 7 days hour snapshot 3 months hour snapshot 1 year 368 Fast History 6 1 to 30-second snapshot 2 hours - 72 hours /15/2004 Experion Operator Course EXP10001 R201 71

152 Process Operations Call Up and Operate a Group Numeric History Display Changing the Start Time (History offset) If you want to view information for a time other than the present, use the History offset to change both the date and time. Step Action to change the History Offset: 1 Select the Date box The date is entered in the same format as the date shown below the entry box (DD-MMM-YY) in the Status Line. 2 Select the Time box and enter the time. The time is entered using a 24-hour clock (HH:MM:SS) ATTENTION IMPORTANT: These settings remain until you change them. To return to the current time, you must clear the date and time boxes: a. Select the Date box b. Press the DEL key and then press the ENTER key. a. Select the Time box b. Press the DEL key and then press the ENTER key. = Current day and time. View Another Group To view Numeric History for another Group, use the Page Up or Down buttons in the toolbar, or select the entry box next to the Group, enter a new group number, and press ENTER. Navigation to Detail or Associated Displays To view the point description: select the Point Name and the description will be displayed in the Message zone. To call up the Detail display: double-click the Point Name. To call up the Associated display: click the Point Name and then press the < F2> key. 72 Experion Operator Course EXP10001 R201 6/15/2004

153 Process Operations Call Up and Operate a Group Numeric History Display Practice Step Action 1 Call up your 7 th group display and view it as a Numeric History Group. 2 Change the interval to 1 hour Average. Select the Interval arrow and click the 1-hour avg option. 3 Record the date and time at the top of the report. 4 Click the arrow at the bottom of the report once. Record the date and time at the top of the report. 5 Compare this with the time and date from step 3. Note that it scrolls 10 hours each time you click the arrow. 6 Change the interval to 1 minute. 7 Scroll back 20 minutes. That requires 2 clicks of the arrow. 8 Change the History Offset to view data from 7:20 this morning. Click the Date box; type in today s date and press <ENTER>. Click the Time Entry box; type 7:20, and press <ENTER>. You do not have to type in the leading zero. 9 Change the beginning date of the report to yesterday s date. For example, 29 (space) oct (space) 03 or 29-oct-03. Either method will work. It is not case sensitive. 10 Change the interval to 6-minute averages. Notice that the History offset remains at the date and time you entered in the preceding step. 11 Return the time of the report to the current date and time. Click the Date entry box, then press <DEL>, and then <ENTER> to clear the date. Select the Time entry box and repeat the sequence. 12 What is the difference between a 1-hour interval and a 1-hour average interval? 6/15/2004 Experion Operator Course EXP10001 R201 73

154 Process Operations Call Up and Operate a Group Numeric History Display Step Action 13 To view the point description of any point on the Numeric History just left click once. The information is displayed in the Message Zone. 14 You can call up the Detail display for any point on the Numeric History by double-clicking the Point Name. Call up the Detail Display for X_TI Return to the Numeric History by using the BACKWARD key. 74 Experion Operator Course EXP10001 R201 6/15/2004

155 Process Operations Operate from a Detail Display Operate from a Detail Display Introduction A Point Detail display shows the current value of each parameter for a particular point. You can also use a Point Detail display to disable a point or change parameter values, providing you have the required security level. Main Idea Detail display Main Page Item Face Plate (left side) Tabs Description Designed to resemble a physical panel, this shows the current values of the main parameters. The gauge at the top shows the PV. SP, OP and MD can be changed from this faceplate. Related parameters are grouped under each tab. To see a particular set of parameters, click the appropriate tab. If you want to display changes in PV over time, see Displaying Point History. 6/15/2004 Experion Operator Course EXP10001 R201 75

156 Process Operations Operate a Control Loop Operate a Control Loop Introduction In this lesson you will make process changes using the Detail display faceplate. You will change: The Set Point (SP) The Output The Control Mode 76 Experion Operator Course EXP10001 R201 6/15/2004

157 Process Operations Change Mode Change Mode Introduction In the previous lessons you have practiced making mode changes from the Group faceplate. The Detail faceplate is not much different. In this lesson you will use the Detail faceplate to change the control mode. Main Idea Control Mode (MD) The current Control Mode of a point determines if an operator is permitted to control the OP or SP of the point. Changing the Control Mode from the Detail display is much the same as changing it from the Group display. Explanation Changing Mode LEARN BY DOING Step Action 1 From the Detail display of x_tc10 select the Mode list box target. 2 Select desired mode. Mode list box target Selectable options 6/15/2004 Experion Operator Course EXP10001 R201 77

158 Process Operations Change Mode Normal Mode The Main Page of the Detail displays the Normal mode. Practice Step Action 1 Call up the Detail Display for X_FC01. 2 Change the mode to MANUAL. 3 Locate the Mode section in the Main Page of the Detail Display. What is the Normal mode for this point? 4 Use the Normal Mode option to return the point to AUTO. 78 Experion Operator Course EXP10001 R201 6/15/2004

159 Process Operations Monitor the Process Variable (PV) Monitor the Process Variable (PV) Introduction The Detail display faceplate shows the PV (Process Variable) in both the analog form and as a digital (numeric) readout. The PV alarm status and limits are also shown on the faceplate. The PV & OP pages of the Detail display provide more information about the PV. Main Idea The Detail display faceplate shows the PV (Process Variable) in both the analog form and as a digital (numeric) readout. The PV alarm status and limits are also shown on the faceplate. The PV & OP pages of the Detail display provide more information about the PV. 6/15/2004 Experion Operator Course EXP10001 R201 79

160 Process Operations Monitor the Process Variable (PV) Explanation Faceplate PV Display PV High Range EU (Engineering Units) PV (Process Variable PV Low Range The PV can be read as a number or viewed as a bar showing the value relative to the full range. In the example, the full range is 0 to 600 cubic meters per hour. 80 Experion Operator Course EXP10001 R201 6/15/2004

161 Process Operations Monitor the Process Variable (PV) Alarm limits and alarm status Alarm indicators are visible on the faceplate and the alarm limits and their priorities are shown as bars between the PV bar and the OP bar. The alarm indicators are displayed above the digital SP readout. Detail Faceplate with Alarm *PV high alarm limit *PV low alarm limit PV High alarm indicator The color of the Alarm Limit bar identifies the priority (Red=urgent, yellow=high, and cyan=low)*. *Alarms are covered in depth in the later lesson: Process Alarms. 6/15/2004 Experion Operator Course EXP10001 R201 81

162 Process Operations Monitor the Process Variable (PV) The PV & OP Page of the Detail display contains information about the range limits. Step Action LEARN BY DOING Call up the Detail display for X_FC01 and click the PV & OP tab. Under the caption Process Variable, you will find the PV High Range (Eng. Units): PIDA 600. This is the same value that you see on the faceplate. In this same column there are limits for both PV High and PV Low. Values that are outside these high and low limits will not be shown as a number. Instead the value field will show NAN or a B to the right of the PV readout. The Alarms Page of the Detail display contains information about the Alarms configured for the PV and OP. Alarms are identified by Type and Trip Point. Basic PV alarms Trip Point values and Priority assignments 82 Experion Operator Course EXP10001 R201 6/15/2004

163 Process Operations Monitor the Process Variable (PV) LEARN BY DOING Step Action 1 From the Detail display for X_FC01, click the Alarm tab. The Type of PV related alarms assigned to this point are PV High-High, PV High, PV Low and PV Low-Low. When the PV High trip point value is exceeded, the PVHI alarm will be enunciated and displayed in the faceplate and Alarm Summary display. In this example the PV High-High has a Trip Point of 550 but a Priority of NONE therefore the alarm is neutralized. The PV High has a Trip Point of 500 and a Priority of HIGH. When the PV exceeds 500 the PVHI alarm will be enunciated and displayed: 2 Change the SP of X_FC01 and enter a value of 345. When the PV falls below the PV Low Alarm Trip Point value of 350 the alarm will be shown on the faceplate. Alarm indicators will be covered in a later lesson in more depth. 3 Locate the Priority assigned to the PV Low Alarm Trip Point, notice it has been assigned LOW. On the Detail Display Faceplate all alarms are shown in red except Ghost alarms, they are white. 6/15/2004 Experion Operator Course EXP10001 R201 83

164 Process Operations Monitor the Process Variable (PV) Practice Step Action 1 Call up the Detail Display for x_ti25. 2 What is the current PV? 3 What is the Engineering Units (measurement in)? 4 What is the span of this temperature indicator? To. 5 Call up the Detail Display for x_pc15. What is its current PV? 6 What is its Low Range? 7 Does this point have PV alarm limits assigned? YES NO 8 Call up the Alarms Page for x_pc15 and record the PV alarm limits. Type Trip Point 9 Call up the Detail Display for X_PC16 and select the Alarms tab. 10 Change the SP to a value less than the PV Low Trip Point. 11 The DEVHI alarm will be displayed as long as PV is > (SP + 75). When the PVLO alarm is shown on the Face plate record the PV The PV should be less than 900 kpag but greater than 800 kpag. 12 What alarm symbol and letters were shown? PVHI PVHIHI DEVLO PVLO PVLOLO 84 Experion Operator Course EXP10001 R201 6/15/2004

165 Process Operations Change the Set Point (SP) Change the Set Point (SP) Introduction In previous lessons you have made SP changes using keys and toolbar buttons. In this lesson you will use these same tools while displaying the point in the Point Detail display. Main Idea Use the same methods to change SP (set point) from the Detail display as you used in the Group display. Explanation Type in the SP in the alphanumeric field Select the SP and use <F9> and <F10> keys to increase or decrease the SP in 1% increments Select the SP and use <ALT>+ <F9> or <F10> keys to increase or decrease the SP in 10% increments (configured rate may vary from system to system) Select the SP and use the Raise and Lower toolbar buttons The Detail display has a Setpoint tab that contains the Set Point Input Range limits and the SP Processing/Tracking configuration for the point. You cannot make changes to this page at the OPER level. However, this page displays the largest and smallest SP values for the point and indicates if the point has the PV Tracking enabled. LEARN BY DOING Step Action 1 Call up the Detail display for x_lc16 and select the Set point Tab. 2 Locate the Set Point Input Range section of the page. Note that you are permitted to enter SP values from 100 to 0%. In this example there are no restrictions on the SP. 3 Locate the SP Processing/Tracking section. The Enable PV Tacking box is not checked, this point does not have PV Tracking. You can enter a SP value while the point is in MANUAL mode. 4 Place the point in MANUAL Mode and enter 65% for a SP Value. Observe: nothing happens as long as the point remains in MANUAL mode. 5 Change the MD (mode) to AUTOMATIC. The SP is not equal to the PV and the OP changes in an effort to bring the PV equal to the SP. 6/15/2004 Experion Operator Course EXP10001 R201 85

166 Process Operations Change the Set Point (SP) Practice Step Action 1 Call up the Detail Display for x_fc01 and record the largest set point that you can enter? 2 Change the SP to 400 m 3 /hr. 3 Does this point have PV Tracking? YES NO 4 Use the Function keys to change the SP to 450 m 3 /hr. 86 Experion Operator Course EXP10001 R201 6/15/2004

167 Process Operations Change the Output (OP) Change the Output (OP) Introduction To change the OP (output) in the Detail display, use the same procedures that you used for the Group display. Main Idea Procedures for changing the OP: Mode must be MANUAL Select the OP Alphanumeric entry box and type in a new value Select the OP Alphanumeric entry box and use the <F9> and <F10> keys to increase and decrease the OP by 1%. Select the OP Alphanumeric entry box and use the raise and lower toolbar buttons to change the value in 1% increments. Explanation LEARN BY DOING Step Action 1 Call up the Detail display of x_fc01. What mode is it in? 2 Change the Mode to MAN and change the OP to 40% using the Raise and/or Lower buttons. Notice that each time you click the button the value changes by 1%. 3 Change the OP to 55% using the <F9> key. How much did the OP changes each time you pressed the key? The Raise <F9> and Lower <F10> keys change the OP 1% each time they are pressed. If you press and hold, they will rapidly ramp the value. 4 Select the OP and hold the <F10> until the OP reaches 45%. Warning, it would be very easy to overshoot the desired value. 5 Type in an OP value of 80%. If you forgot to press ENTER, the new OP value is lost when you click the next object or change displays. 6/15/2004 Experion Operator Course EXP10001 R201 87

168 Process Operations Change the Output (OP) Practice Step Action 1 Call up the Detail display for x_ FC28. What is its normal mode? 2 What is the current OP? 3 Change the OP to 40% with the <F#> keys. F9 or F10 4 Press and hold the <F9> key and increase the OP to 60%. 5 Type in a new OP or 50%. 6 Change the OP to 5%. Notice that you now have a PVLO and an OPLO alarm. 7 Call up the Alarms tab and locate the OP low alarm limit. What is the OP Low Trip Point? 88 Experion Operator Course EXP10001 R201 6/15/2004

169 Process Operations Use Detail Tabs Use Detail Tabs Introduction In previous lessons you have been using the Detail display to make control changes and view alarm limits. It is now time to learn more about the Detail Pages/Tabs and what information is available. Main Idea Each point type has a Detail display that consists of a Faceplate and a Main Page, Chart Page, and several others. These pages contain all the configuration information about the point. Most of the settings require an access level greater than OPER for changes. However, as the operator you will find some of this configuration information very useful when you are investigating alarms, range limit messages, interlocks, Redtags and other conditions that limit or control what you can do to control the point. 6/15/2004 Experion Operator Course EXP10001 R201 89

170 Process Operations Use Detail Tabs Explanation PID Detail Tab Pages Content Item Tab Content 1 Main Execution & Control, Control Windup, Safety Interlocks & Red tag, Alarm Enabling & Summary, Mode, and QVCS information. 2 Loop Tune Tuning-General, Gain Options and trend display. 3 Set Point SP Processing/Tracking. Timeout, Set Point Ramping, Set Point Input Range. 4 PV & OP Process Variable, Clamping/Filtering, Output, Output Bias, Control Options 5 Alarms Alarm Configuration, Data Acquisition Block Options, PID Block Options 6 Connections SMC Connection, Display Information 7 Chart Control blocks in chart format showing input and output connections 90 Experion Operator Course EXP10001 R201 6/15/2004

171 Process Operations Use Detail Tabs Data Acquisition Detail Tab Pages Content Tab Content Main Alarms Chart Execution & Control, Process Variable (DACA Block), Alarm Information, Clamping/Filtering, and QVCS information. Alarm Configuration Summary, Data Acquisition Block Options Control blocks in chart format showing inputs 6/15/2004 Experion Operator Course EXP10001 R201 91

172 Process Operations Use Detail Tabs Device Point Detail Tab Pages Content Tab Content Main Input States Output States Alarms Maintenance Connections Chart Execution & Control, Permissives & Overides (P&O) Interlocks, Alarm Information, and QVCS information. States, Input Options & Values, Input State I/O Assignments Output State I/O Assignments, Output Options & Values PV Alarms, Override Alarms Maintenance Statistics SCM Connections, Display Information Function block diagram of the point showing input and output connections 92 Experion Operator Course EXP10001 R201 6/15/2004

173 Process Operations Use Detail Tabs Locating and Identifying Key Information in the Detail Display Tab PID Points Detail Display Main Tab Item Description 1 Execution State is either ACTIVE or INACTIVE. If a point is INACTIVE the PV bar will not be shown and the digital portion of the faceplate resembles the following: The point is loaded but not being processed. OP holds at value when point was inactivated. 2 Alarm Enable State is either Enabled or Disabled. The Alarm Summary lamps show red when that alarm type exists even when the Alarm Enable State is Disabled. 3 Control Windup for both input and output is shown here. 6/15/2004 Experion Operator Course EXP10001 R201 93

174 Process Operations Use Detail Tabs Item Description 4 Mode tells you the Normal mode and Normal Mode Attribute that has been configured for this point. When you select the MD listbox and select the NORMAL option, both the MD and MD Attr will be changed to match the Normal Mode and Normal Mode Attribute setting on the MAIN Page Tab. 5 The lamp will show red when a Safety Interlock has been activated. Options: NOSHED - No changes. SHEDHOLD - Sets MODE to MANual and MODEATTR to Operator, disables external mode switching (ESWPERM), and holds output at the last good value. SHEDLOW - Sets MODE to MANual and MODEATTR to Operator, disables external mode switching (ESWPERM), and sets output to its extended low limit (OPEXLOLM) value. SHEDHIGH - Sets MODE to MANual and MODEATTR to Operator, disables external mode switching (ESWPERM), and sets output to its extended high limit (OPEXHILM) value. SHEDSAFE - Sets MODE to MANual and MODEATTR to Operator, disables external mode switching (ESWPERM), and sets output to the configured safe output (SAFEOP) value. 94 Experion Operator Course EXP10001 R201 6/15/2004

175 Process Operations Use Detail Tabs Detail Display Loop Tune Tab Item Description 1 A one minute trend of PV (cyan), SP (green) and OP (yellow-green). 2 Tuning information: Control Action, REVERSE means output decreases as input increases. 3 Gain Options are shown here. Overall Gain is the value used to calculate the proportional term in the PID equation. The default value is 1. 6/15/2004 Experion Operator Course EXP10001 R201 95

176 Process Operations Use Detail Tabs PID Detail Display Setpoint Tab Experion Operator Course EXP10001 R201 6/15/2004

177 Process Operations Use Detail Tabs Item Description 1 Enable Advisory SP Processing (ADVDEVOPT) - Specifies whether or not the block is to generate a deviation alarm when the PV deviates from a user specified advisory SP value. When unchecked it is Disabled. Enable PV Tracking (PVTRAKOPT) - Specifies if PV tracking is to be applied to this block or not. When PV tracking is enabled, this option sets the SP equal to PV when the operation of a cascade loop is interrupted by initialization, operator, or program operation (such as, setting the MODE to MANual). This option is normally enabled for PIDs in a cascade loop. When unchecked it is Disabled. 2 Timeout Mode (TMOUTMODE) - Specifies the desired MODE the block is to assume, if an initializable input times out, which means the input has not been updated within a designated timeout time. The selections are AUTOmatic, BCAScade, CAScade, MANual, NONE, and NORMAL. 3 Enable SP Ramping (SPTVOPT) - Specifies if an operator can initiate a set point ramp action or not. It provides a smooth transition from the current set point value to a new one. When unchecked it is Disabled. Normal Ramp Rate (SPTVNORMRATE) - Lets you specify a ramp rate in engineering units per minute for the SP ramping function, when it is enabled. This lets an operator start the SP ramping function without specifying a ramp time. See Knowledge Builder PID Block for more information. 4 High Limit (SPHILM) - Specifies a high limit value for the SP. If the SP value exceeds this limit, the block clamps the SP to the limit value and sets the SP high flag (SPHIFL). The default value is 100. Low Limit SPLOLM) - Specifies a low limit value for the SP. If the SP value falls below this limit, the block clamps the SP to the limit value and sets the SP low flag (SPLOFL). The default value is 0. 6/15/2004 Experion Operator Course EXP10001 R201 97

178 Process Operations Use Detail Tabs PID Detail Display PV & OP Tab Item Description 1 PV Range limits PV Range High (Eng. Units)(PVEUHI) - Specifies the high input range value in engineering units that represents 100% full-scale PV input for the block. PV Range Low (Eng. Units) (PVEULO) - Specifies the low input range value in engineering units that represents the 0 full scale PV input for the block. 2 OP Range limits Extended High Limit (%) (OPEXHILM) - Specifies the output extended high limit as a percent of the Calculated Variable range. This check is not applied for a function block that is in the MANual mode. The default value is 106.9%. Extended Low Limit (%) (OPEXLOLM) - Specifies the output extended low limit as a percent of the Calculated Variable range. This check is not applied for a function block that is in the MANual mode. The default value is -6.9%. High Limit (%) (OPHILM) - Specifies the output high limit as a percent of the Calculated Variable range (CVEUHI - CVEULO). This check is not applied for a function block that is in the MANual mode. The default value is 105%. Low Limit (%) (OPLOLM) - Specifies the output low limit as a percent of the Calculated Variable range (CVEUHI - CVEULO). This check is not applied for a function block that is in the MANual mode. The default value is -5%. 3 If Input Clamping Option is Enabled (P1CLAMPOPT = Clamp), and the Process Variable (PV) is beyond its limits (PVEXLOLM or PVEXHILM), then PV is set equal to the limit that was violated, and PVSTS is set to Uncertain. 98 Experion Operator Course EXP10001 R201 6/15/2004

179 Process Operations Use Detail Tabs PID Detail Display Alarms Tab Item Description 1 Lists all alarm types available for this point under Type. 2 If Trip Point for an alarm type is a number (Not NAN) and Priority is not NONE then the alarm is set for the point. Advisory Deviation (SP) and Safety Interlock alarms can be enabled or disabled from this page. 3 Priority When an alarm occurs the lamp changes to red. Priority level is individually assigned for each alarm type. The levels are: NONE - Alarm is neither reported nor annunciated. JOURNAL - Alarm is logged but it does not appear on the Alarm Summary display. LOW, HIGH, URGENT - Alarm is annunciated and appears on the Alarm Summary display. The default value is LOW. 6/15/2004 Experion Operator Course EXP10001 R201 99

180 Process Operations Use Detail Tabs PID Detail Display Connections Tab 1 2 Item Description 1 SCM connections Show relationship to a Sequential Control Module (a program that uses steps and transitions to control process point) 2 Display Information Shows the point s assignment to system displays for Detail, Group and specifies the display that will be called up when the associated display button or the <F2> key is pressed when this point has been selected. 100 Experion Operator Course EXP10001 R201 6/15/2004

181 Process Operations Use Detail Tabs PID Detail Display Chart Tab This is a block diagram showing all of the function blocks used to configure this point. The DACA is the input, the PIDA is the controller block and finally the AOCA is the output. You can make control changes from this block such as mode, SP and OP changes at the OPER level. 6/15/2004 Experion Operator Course EXP10001 R

182 Process Operations Use Detail Tabs Practice Step Action 1 Call up the Main Page of the Detail Display for x_lc16. 2 What is the Normal Mode of this point? 3 From the Loop Tune Page determine the Control Action. REVERSE DIRECT 4 What is the time span of the Trend? 5 Which Page contains the Set Point Input Range Limits? 6 What is the SP High Limit? 7 Does this point have Set Point Ramping enabled? YES NO 8 What is the Extended Output High Limit? What tab was this information in. 9 Use the Alarms Tab find and record the Trip point for the PV Low alarm. What priority is assigned to this alarm? 10 From the Connection Page record the name of the associated display. 11 Call up the Chart tab and scroll down to view the PIDA block. Select the mode AUTO and double click to call up the Request Value Change entry box. Click on the Mode list box and select MAN. Click the Yes button the change the Mode and click the CANCEL button to close the entry box. You just used the chart to change the point s mode. Verify that the mode on the Faceplate shows MAN. 12 Return to the Main tab. Are the Alarms enabled for this point? 102 Experion Operator Course EXP10001 R201 6/15/2004

183 Process Operations Start the SP Ramp Option for a Controller Start the SP Ramp Option for a Controller Introduction In this lesson you will learn to operate a PID controller that has the Set Point ramping enabled. This feature allows you to change a SP in small increments over a period of time. The PID point makes the changes and you specify to final set point and the time or rate of change. Main Idea Set Point (SP) ramping option. This allows the set point target value processing to provide a smooth transition from the current set point value to a new value. It ramps the set point (SP) from the existing value to a desired value over a period of time. Terms Requested Ramp Rate Specify a value in engineering units per minute to define the normal ramp rate when set point ramping is enabled. This parameter allows starting set point (SP) ramping without having to specify a ramp time. Normal Ramp Rate may be either NaN (Not a Number) or greater than zero. NaN means ramp time = 0. Maximum SP_DV Deviation Specify a value in engineering units per minute that represents the maximum ramp deviation when set point ramping is enabled. If the maximum ramp deviation is ever exceeded, SP ramping stops until the PV input catches up with the set point (SP) within the specified deviation range. Maximum Ramp Deviation may be either NaN (Not a Number) or greater than zero. NaN means "do not check ramp deviation." 6/15/2004 Experion Operator Course EXP10001 R

184 Process Operations Start the SP Ramp Option for a Controller Explanation Step Procedure for Starting the SP ramp on a controller 1 Select point. 2 Go to Detail Display. 3 Change mode to AUTO. 4 Select Setpoint page. 5 Enter SP target value (SPTV). 6 Request Ramp Rate (set time), enter the number of eng Units per minute. If you want to change the SP 10 º C per minute the Rate = Select the preset option 8 Set or note deviation span 9 Start the ramp function; change Set Point Ramping State to RUN. Demo Starting the SP Ramping on a PID controller: LEARN BY DOING Step Action 1 Call up x_fc31, and change the MD to AUTO. 2 Change the MD Attr to OPERATOR. 3 Select the Setpoint tab. 4 Select the SP Target Value and type in 225 and <ENTER>. The SP Ramping State changed to Preset as soon as you entered the SPTV. 5 Select the Requested Ramping Rate and enter 10 EUs per minutes. 6 Change the Set Point Ramping State to RUN. 104 Experion Operator Course EXP10001 R201 6/15/2004

185 Process Operations Start the SP Ramp Option for a Controller Stop the SP Ramping on a PID controller: LEARN BY DOING Step Action Select the SP of the ramping controller and enter a new SP. Set Point Ramp is turned off. Pause of interrupt the SP Ramping on a PID controller: LEARN BY DOING Step Action 1 Change the Set Point Ramping State to PRESET. This pauses the ramping action, leaving the Ramp Time Remaining (min) with the remaining time to reach SP in the entry box. 2 To restart the Ramp, change the Set Point Ramping State to RUN. 6/15/2004 Experion Operator Course EXP10001 R

186 Process Operations Start the SP Ramp Option for a Controller Practice Starting the SP Ramping: Step Action 1 Call up x_fc32. 2 Change the MD Attr to OPERATOR. 3 Change the MD to AUTO. 4 Enter SP Target Value Select the Ramping Rate and enter 12 EUs per minute. 6 Change the Set Point Ramping State to RUN. Pausing the Ramping Function. Step Action 1 Change the Set Point Ramping State to PRESET before it reaches the target value of 300. Ramping State is PRESET, and the Remaining Time is > 0. 2 Restart the Ramping. Change the Set Point Ramping State to RUN. 106 Experion Operator Course EXP10001 R201 6/15/2004

187 Process Operations Operate Cascade Loops Operate Cascade Loops Introduction In this lesson you will Main Idea Discover why cascade loops are used Identify control functions that enhance operation of cascade loops Process Variable tracking Initialization Cascade control strategy is a multiple-loop system where the primary variable is controlled by adjusting the setpoint of a related secondary variable controller. The secondary variable then affects the primary variable through the process. The primary objective in cascade control is to divide an otherwise difficult to control process into two parts, whereby a secondary control loop is formed around a major disturbance thus leaving only minor disturbances to be controlled by the primary controller. Cascade control uses the output of the primary (master) controller to operate the setpoint of the secondary (slave) controller as if it were the final control element. This is an Example a Cascade Loop Point X_FC20 Operator Reason for using Cascade control Allows this faster secondary controller to handle disturbances in the secondary loop. Allows the secondary controller to deal with non-linear valve x_fv20 and other final control element problems. Provides limits on the secondary variable. Operator can directly control secondary loop during certain modes of operation, such as Startup. 6/15/2004 Experion Operator Course EXP10001 R

188 Process Operations Operate Cascade Loops Point X_LC16 Reason for using Cascade control Provides better control of the Level (primary variable) The primary is less affected by disturbances. Provides quicker recovery from disturbances. PV Tracking The PV Tracking option sets SP equal to PV when a cascade is broken due either to function block initialization or operator or program action (such as, setting the mode to Manual). Typically, PV tracking is configured for PID blocks in a cascade configuration strategy. This allows the PIDs to resume control with no error after initialization or when they are taken out of Manual mode. If PV tracking is configured, the PID block sets SP equal to PV (subject to SP limits) when either of the following conditions exist: PID block is in Manual mode PID block is initializing and not in Auto mode. ATTENTION PV tracking does not occur on recovery from a bad PV. PV tracking does not occur if PID block is in Auto mode. If PID block is in Auto mode, it means SP is normally stored by the user. If PV tracking is initiated, this Operator entered SP value is lost and SP is determined by PV until the mode is returned to AUTO. In Automatic mode the Operator controls the setpoint of the controller. Describe the term initialization Initialization Propagation allows cascade controls to be re-established after they have been interrupted without causing "bumps" in the process. Initialization requires each Regulatory Control block in a cascade to check its secondary, to see if the cascade has been broken. If it has, each block will initialize itself, and provide an initialization request and initialization value to its primary. In this way, the initialization will start at the final control element and propagate upstream. 108 Experion Operator Course EXP10001 R201 6/15/2004

189 Process Operations Operate Cascade Loops Practice Step Action 1 Call up your 3 rd Group display. 2 The two controllers on the left (x_ac12 and x_fc19) are cascaded together. 3 Change the mode of x_fc19 to MAN and observe that the primary point x_ac12 shows the INIT state. Change the Mode of x_ac12 to MAN. 4 Ask your instructor to verify that this point, x_ac12, has PV tracking enabled before you continue with the lab. 5 Notice that the SP and PV are the same. Record that value now. 6 Change the OP of x_fc19 10% and notice that the SP of the primary x_ac12 is changing as the points PV changes. 7 Adjust the SP of the Secondary to match its PV before returning the loop to Cascade mode. 6/15/2004 Experion Operator Course EXP10001 R

190 Process Operations Operate Group and Detail Display Performance Review Operate Group and Detail Display Performance Review Main Idea Performance Review Tasks Task Action 1 Call up a Group display. 2 Select a point. 3 Change MD (mode). 4 Change SP (setpoint). 5 Call up Detail display from Group display. 6 Determine alarm status. 7 Locate Operating limits. 8 Identify normal mode. 9 Identify the alarm enable status. 10 Use the detail display tabs to view Setpoint data. 11 Use the detail display tabs to view PV & OP data. 12 Locate the PV High Range of the point (block). 13 Locate OP limits. 14 Use the detail display tabs to view Alarms for the point (block). 15 Identify the alarm Trip Points assigned to this point. 16 Identify the alarm Priorities assigned to the alarm Trip Points. 17 Select the Main page of the Detail display and determine the Normal mode for this point. 18 Use the detail display tabs to view Chart. 19 Make SP and mode changes from the Chart. 20 Locate the Mode Attribute on the Faceplate. 21 Explain the difference between Operator and Program, Normal. 22 Use Page keys to move from one group to another. 23 Call up the list of Groups (Group Summary) from the Group display.(use the tool at the top of the display). 24 Operate a Cascade loop, make a change to the secondary point and close the cascade without "bumping" the process. Use your 3 rd group. 25 Place a controller in manual mode and change the OP, return the point to its normal mode with out "bumping the process. (PVTracking) 110 Experion Operator Course EXP10001 R201 6/15/2004

191 Process Operations Operate Group and Detail Display Performance Review Task Action 26 View Group Trend. 27 Change Group Trend interval from default to 1 hour. 28 Change Sample from 100 to Delete the cyan trace from the trend display. 30 Display the Group Trend in engineering units instead of percent of range. 31 Return the display to % of range. 32 Change the span of the trend display to show 25 to 75% of the range. 33 Change the History offset to display data from three hours earlier today. 34 Change the History offset to display data from yesterday. 35 Clear the trend date and time to the current date and time. 36 Display an hourly average Numeric History your 7 th group display. 37 Go to the detail display of x_tc Return to the Detail display from the Group Trend using a Function key. 39 Call up the associated display for the point. 40 Call up your 4 th group and select the analog indicator point x_ti Can any changes be made to this point from the Group display? Why or why not? 42 From your 4 th group Start and Stop the Pumps. 6/15/2004 Experion Operator Course EXP10001 R

192 Process Operations Operate custom displays Operate custom displays Introduction In previous lessons you have been using the Standard displays to make control changes via the Group and Detail faceplates. In this lesson you will practice making changes and monitor the process with custom graphic displays and the faceplate that is part of the Experion PKS HMI Web graphic package. Main Idea Custom graphics are becoming the primary operator interface to the process because the custom graphic can provide a more complete picture of the process and the status of the equipment. A custom graphic can contain many process points, their important parameters, and targets to call up faceplates, list boxes, dialog boxes and other displays. Explanation Lets look at some examples of Custom graphics that were built using the HMI Web tools and objects that come with the system. Tools to call up custom displays Request Page icon Command line LEARN BY DOING Step Action 1 Select the Command line at the top of the screen and enter the display name T_100x. The display replaces the current screen display. 2 To view the point names, select the Name button on the navigation bar at the bottom of the display. 112 Experion Operator Course EXP10001 R201 6/15/2004

193 Process Operations Operate custom displays LEARN BY DOING Step Action The point names are now visible on the display. Use the Hide button to hide either the point names or the Engineering Units (EngU). 3 With the point names visible, left button click the X_FC01 object on the display to call up the faceplate. The faceplate for X_FC01 is called up. The point name appears in the title bar. The pushpin can be selected to pin the faceplate to you screen and keep it there when you call up any other display or system page. When the Faceplate is pinned the pushpin changes appears. The bar graphs that represent PV and OP look the same as those on the Detail faceplate. The alarm limits on the faceplate object indicate the limits of the alarm, but not the priority assigned to the alarms. 4 Select the pushpin and call up the detail display for this point by clicking the faceplate to establish focus, and then click Lets compare the two faceplates for this point. (Detail/Search). Notice that the alarm limits in the Detail display faceplate show the priority assigned to the alarm limit. PVHI is shown as yellow or High priority and the PVLOW alarms are shown in cyan to indicate low priority. 5 Use Back tool s drop-down menu to recall the T_100x display. 6 Release the pushpin and close the faceplate. 6/15/2004 Experion Operator Course EXP10001 R

194 Process Operations Operate custom displays LEARN BY DOING Step Action 7 Select the D-100 button to jump to a new display. Notice the names are displayed on D_100x. When you selected the Name target on the navigation bar the station remembered that you want to see names or points on the displays. 8 Left click the Fan Controls button to display a list box with controls for the fans. The drop list box is now visible. 9 Select X_PC15 to display its faceplate. You should have two faceplates on the screen. 10 Click on the pump X_HS63 to call up the device control point s faceplate. You now have three faceplates on the screen. 11 Click X_FC28 to call up it s faceplate. You now have the maximum number or faceplates on the screen (4). If you select another control object the first faceplate (oldest) will close when the new one is opened. 12 Click x_fc20. When you selected the point the faceplate for the Fans closed and the faceplate for x_fc20 opened. 114 Experion Operator Course EXP10001 R201 6/15/2004

195 Process Operations Operate custom displays Practice Using navigational targets in custom displays. Step Action 1 Call up the display T_100x using either the Command Line or the Page Request icon. 2 Display the engineering units of the points in the display. 3 Hide the engineering units. 4 Display the point names and left button click the control box for X_FC17 to display its faceplate. 5 Pin the faceplate to the station screen. 6 Drag the faceplate to a new location and resize the faceplate by moving your cursor to the bottom of the faceplate object and then click and hold the left mouse button down while moving down to make it larger. The object s size increase or decreases in a 1 to 1 ratio. 7 Select another control object X_TI24. The new faceplate does not take on the same size as the one you altered. 8 Close both faceplates. 9 Call up the faceplate for X_FC01. Notice that it is displayed in the altered size from Step 6. There are four faceplates. Each faceplate can be resized and will remember the altered size the next time it is called up. 10 Pin the faceplate to the station screen. 11 Use the navigation bar to call up TF_100x. Is the faceplate of X_FC01 still visible? 12 Select the OVERVIEW button to call up the Overview display. This display does not have any process points, however, the text on the vessels will turn red and blink if any point related to it is in alarm. 13 There are four invisible targets on this display. See if you can find the target on the T100 vessel. 14 Use the Back icon on the toolbar to call up the T_100x display. 6/15/2004 Experion Operator Course EXP10001 R

196 Process Operations Navigate through Custom Displays Navigate through Custom Displays Introduction In the previous objective you were exposed to some of the targets used to call up displays, faceplates, and display or hide point names and engineering units. It is now time to learn about more of the navigation that is available in custom displays. Main Idea Button targets Generally your displays will follow some convention for identifying selectable objects that call up other displays. In the training displays the buttons used to call up other displays have a 3-D (three dimensional) aspect. different. On your system the convention for identifying targets may be Displays may be linked with the Page Up and Page Down buttons, or they may be available from the tool bar. 116 Experion Operator Course EXP10001 R201 6/15/2004

197 Process Operations Navigate through Custom Displays Explanation Many objects have both Left button click action Right button click action LEARN BY DOING Step Action 1 Call up the E_100x display. 2 There are two controller objects and two indicator points. Right click the X_TC10 object to display a selection list box. 3 Record the options: 4 Select the Group option. The first group this point was assigned to is called up. 5 Use the Prior Display key to return to the E_100x display. 6 Select x_fc15 and display the list box of options again and call up the Detail display. 7 Select the Associated Display icon on the toolbar to call up the display that has been assigned to this point. Your probably received a message like this one. 8 Select the point name on the faceplate to establish focus then select the Associated Display icon, or press the <F2> key. 9 When the E_100x display is called up, select the T_100X button target at the left side of the display. This is a navigation target used to jump to another graphic. 6/15/2004 Experion Operator Course EXP10001 R

198 Process Operations Navigate through Custom Displays Practice Let s practice using the navigational targets that are on the custom displays to call up other displays, list box or combo boxes that provide options, and targets that alter the display s appearance. Step Action 1 Use the Command zone to call up the D_100x display. 2 Click the. (ARROW) on the right of the command line entry box Now the list of displays that you recently requested from the Command zone is shown. 3 Select the T_100x from the list and press the <Enter> key. 4 Use the Hide Lines button in the navigation bar to hide the connecting lines. 5 Click the Hide Lines button a second time to restore the connecting lines. This is an example of a target that alters the displays appearance. 6 Click the Name button to display the point names and the Hide button to remove the point names. You can switch between names and engineering units by selecting the appropriate target in the navigation bar. 7 Use a screen target to call up the Overview display. 8 Do any of the vessels have blinking text? Blink or red text in this display indicates that there are alarms in the related area. Select the E_100x target to call up the display. 9 Select the X_TC10 control object and pin the faceplate to the station screen. 10 What are the range limits for this point? to Remember the faceplate has most of the same information that the Detail and Group faceplates. 11 Call up the faceplate for x_ti21 and record the point description.. It is in the box just below the pushpin. 12 What value is shown for this point? Circle your answer. SP PV OP MD 13 Right click the control object for this point (x_ti21) and call up the Trend display for this point. 118 Experion Operator Course EXP10001 R201 6/15/2004

199 Process Operations Navigate through Custom Displays Step Action 14 Use either of the Prior Display tools to return to E_100x. Which tool did you use. <F8> or 15 Close the faceplate that is still pinned to your stations screen. 6/15/2004 Experion Operator Course EXP10001 R

200 Process Operations Operate Points using Faceplate Operate Points using Faceplate Introduction In previous lessons you have called up Group and detailed displays and made control changes to process points. You have called up custom displays and the faceplates and have identified the parts of the faceplate. In this lesson you will make changes using the faceplate object that maybe used in custom displays to control the process. You will use the faceplate to Main Idea Change mode Change SP Change OP Change State Changing the parameters using the faceplate is not much different than using the Detail or Group Display faceplate. Faceplate SP Select to enter new value OP Select to enter new value MD, select to view list box options. 120 Experion Operator Course EXP10001 R201 6/15/2004

201 Process Operations Operate Points using Faceplate Explanation Let s use the faceplate to Change mode Change SP Change OP Change State LEARN BY DOING Step Action 1 Call up the Display D_100X and left button click the X_PC16 control object. 2 Pin the faceplate to your station s screen. 3 Select the MD list arrow. and change the mode to MAN. This is the same method you used from the other faceplates. 4 Record the range of this point: High Low Its engineering units are kpag. 5 Change the OP to 50%. Select the output entry box and use the raise or lower keys (<F9> & <F10>). 6 Change the SP to Select the SP entry box and type in the value and press ENTER to confirm. The faceplate shows alarm indicators above the setpoint. You may see this data above the set point. You will remember that the Detail faceplate show similar information. On the faceplate the priority is shown by icon shape and color (based on priority). On the detail the icon is shown only in red. 7 You can acknowledge the alarm by clicking faceplate. (Ack/Sil button) on the 8 Change the MD to its NORMAL mode. 9 What is the NORMAL mode of this point? AUTO MAN CAS BCAS The point should now be in AUTO mode. 6/15/2004 Experion Operator Course EXP10001 R

202 Process Operations Operate Points using Faceplate LEARN BY DOING Step Action 10 Select Pump X_HS68 to display the faceplate. Current output = OP Current state = PV Select the OP box to display the list box options. 11 Select the OP box and select the STOP option. Notice that the Pump changed from green to gray. 12 Restart the Pump. 122 Experion Operator Course EXP10001 R201 6/15/2004

203 Topic: Process Alarms Contents Monitor and act on process upsets...2 Identify principal parts of the alarm display...8 Recognize that an alarm condition exists...14 Acknowledge an alarm...22 Build a custom filter...26 Using the Alarm Summary tools...33 Using priorities to identify alarm conditions for corrective action...48 Enable or disable alarms...50 Process Alarm Performance Review /11/2004 Experion Operator Course EXP10001 R201 1

204 Process Alarms Monitor and act on process upsets Monitor and act on process upsets Introduction In previous lessons you have been operating the process and have called up the Detail pages for the process points. You have identified the: Alarm limits and setting on the alarm tab of the Detail display. Alarm limit bars on the Faceplates. Alarm tools on the Menu bar and on the Toolbar. You are now ready to use the Alarm Summary display and become familiar with its tools. The various type and causes of alarms and the different ways that alarm states can be shown. Main Idea Alarm indication of Process Upsets The Station application provides an Alarm Summary display that lets you view all the current and unacknowledged alarms in the system, or just those alarms with a configured priority level of high and/or urgent, or just those alarms assigned to a given area. The Alarm Summary display is the focal point for viewing alarms. Individual alarms can appear on any display including Detail Group Trend User-built schematics (faceplate). Alarms that are configured for a priority of journal are not displayed but can be included in a report or logged in a printed journal. Explanation Status Line The Station's Status Line provides an overview of your system's status. For example, a flashing red field indicates that there is at least one unacknowledged alarm. Reading assignment: Understanding the Status Line Help>Operators Guide>Understanding the Basics>Understanding Station s Layout>Understanding the Status Line Alarm Line The Station's Alarm Line generally displays the most recently unacknowledged alarm. 2 Experion Operator Course EXP10001 R201 6/11/2004

205 Process Alarms Monitor and act on process upsets Alarms Summary Alarms are listed in the Alarm Summary, which provides a one-line description of each alarm. 6/11/2004 Experion Operator Course EXP10001 R201 3

206 Process Alarms Monitor and act on process upsets Detail Display A Point Detail display shows the current value of each parameter for a particular point including active and ghost alarms. 4 Experion Operator Course EXP10001 R201 6/11/2004

207 Process Alarms Monitor and act on process upsets Group displays A Group Detail display shows the main parameters for a set of up to eight-related points. The information is presented as if you were looking at a physical control panel. For example, in the case of analog points, gauges, are used to show the PVs and their alarm status. 6/11/2004 Experion Operator Course EXP10001 R201 5

208 Process Alarms Monitor and act on process upsets Group Trend Set display A Group Trend Set display shows changes in point parameter values over time and has faceplate controls and alarm monitoring fields for each point. 6 Experion Operator Course EXP10001 R201 6/11/2004

209 Process Alarms Monitor and act on process upsets User-built Schematics (Faceplate and Objects) Custom schematics built by or for the user can show alarms from embedded objects and the faceplate. 6/11/2004 Experion Operator Course EXP10001 R201 7

210 Process Alarms Identify principal parts of the alarm display Identify principal parts of the alarm display Introduction Alarm indications are displayed in this general format on the Summary display: <Date/Time><Area><Point ID><Alarm Type><Priority><Point Description> <Value><Units> Main Idea Example of Alarms Display The alarm State The point or device that caused the alarm The priority of the alarm The value that triggered the alarm and the units of measurement.. The time and date at which the alarm was received. The area to which the point or device belongs The alarm condition/pv point type being indicated A description of the alarm 8 Experion Operator Course EXP10001 R201 6/11/2004

211 Process Alarms Identify principal parts of the alarm display General Information on the Alarm Summary Scroll bars to view alarms not on the screen. Total number of unacknowledged alarms Total number of acknowledged alarms You can pause the Alarm Summary to make it easier to read if alarms are occurring in rapid succession. Explanation Alarms are listed on the Alarm Summary, which provides a one-line description of each alarm. Call up the Alarm Summary Method Action To call up the Alarm Summary: 1 Click the (Alarm Summary) toolbar button. 2 Press the <F3> key. 3 Select View > Alarms from the menu. 4 Select the ALARM button in the Status Line 6/11/2004 Experion Operator Course EXP10001 R201 9

212 Process Alarms Identify principal parts of the alarm display Field Alarm State Date & Time Area Source Condition Priority Description Value Unit Explanation of X_TC10. The Symbol representing Low Priority Alarm. 11/05/2003 (Nov. 5 th, 2003) at 10:16:49 AM The time and date at which the alarm was received. E100 The area to which the point or device belongs. X_TC10 the point or device that caused the alarm. PVLOW is the alarm condition, the PV is less than the PVLOW trip point of 350 m 3 /hr. L 00 The priority of the alarm. The prefix letter indicates the general priority of Low and no relative priority within the general priority (severity). T-100, Tray 2, REB A description of the alarm. If the description is too long to be fully displayed in the alarm summary, it is truncated. To see the full description place the mouse pointer over the partial description to display the full description. 100 The value that triggered the alarm. Deg C The Engineering Units associated with this PV. 10 Experion Operator Course EXP10001 R201 6/11/2004

213 Process Alarms Identify principal parts of the alarm display Frequently asked question about the Alarms display. How many alarms can the Experion PKS System handle concurrently? 1000 active alarms Is this the size of the alarm page buffer? YES What happens if there is an alarm overflow? In general, newer alarms replace older alarms. The Experion PKS Server can request full alarm regeneration, if needed, and the ultimate data owning alarm blocks hold alarm information, in case of a system alarm overflow. If the alarm summary page is full, what happens with the alarms that follow? Newer alarms replace older alarms on the alarm summary. An algorithm is applied to discard the least important alarm from the list according to this schem. Discard any duplicate alarm; then, Discard lower priority alarm; then, Discard oldest alarm. When are overflow alarms stored? All alarms received are placed in the Event journal. What happens to alarms when the Experion PKS Server is not running? When the Server is restarted, all alarms generated by the Hybrid Controller are resent to the Server database. Alarms will be regenerated in response to any of the following events. Server startup Redundant Server failover Re-enabling alarms system-wide, by area or by point Control Processor startup Redundant Controller switchover ControlNet communications failure and recovery Setting a CEE's state to RUN (Control Execution Environment) Setting a CM's state to Active (Control Module) 6/11/2004 Experion Operator Course EXP10001 R201 11

214 Process Alarms Identify principal parts of the alarm display When are alarms timestamped? Alarms are timestamped when received at the Server database. Can alarms be disabled during maintenance periods, plant commissioning or other circumstances? Alarms can be disabled through several means, depending upon the extent of the silencing required. You can disable alarms on a point (CM or SCM), area, or system wide basis through Station. Navigating the Alarm Summary There are several ways to scroll the list of alarms on the Alarm Summary. You can: Use your mouse and click on the scroll bar Use your mouse wheel (if your mouse has one) Use the Up and Down arrow keys on your keyboard Press the <Page Up> and <Page Down> keys to scroll a page at a time Press the <Home> key to go to the first alarm in the summary Press the <End> key to go to the last alarm in the summary TIP If you want to use your keyboard keys or mouse wheel to scroll the Alarm Summary, you need to click your mouse in the summary grid to give it focus. Pausing the Alarm Summary You can pause the Alarm Summary to make it easier to read if alarms are occurring in rapid succession. When the Alarm Summary is paused no new alarms are added to the summary, however you can still acknowledge alarms and filter and sort the summary. Alarms that are acknowledged or returned to normal while the summary is paused are shown with a strikethrough. To pause the Alarm Summary: On the Alarm Summary display click Pause. To release the display from the pause command: On the Alarm Summary display click Resume. 12 Experion Operator Course EXP10001 R201 6/11/2004

215 Process Alarms Identify principal parts of the alarm display Practice Step Action 1 Call up the Alarm Summary display with the <F3> key. 2 How many alarms are on the display? Acknowledge Unacknowledged 3 Click the Pause button at the bottom of the display to stop new alarms from being displayed. 4 Notice that the word (Paused) appears in red next to the button. Record the number of unacknowledged alarms. 5 Click the Acknowledge Page button to acknowledge the alarms on the screen. Notice that the acknowledged alarms that have returned to normal are still on the display are shown with a strikethrough. 6 Use the Page Down key to view another page of alarms. 7 Click Resume. Record the number or unacknowledged alarms. Notice that the display updated immediately and added all the alarms that occurred while the Pause was in effect. All of the acknowledged alarms that had a strikethrough and that returned to normal have been deleted from the display. 8 Select any point on the display. Use the END key to go the last page and the last point of the display. If the alarm body is not selected the END doesn t know where to go. 9 Use HOME to return to the first page quickly. Notice the first point is selected. 10 Now double-click the point to call up the Detail display. 11 Go to its Alarms tab and list the alarms that have been assigned to this point. Alarm Type Trip Point 6/11/2004 Experion Operator Course EXP10001 R201 13

216 Process Alarms Recognize that an alarm condition exists Recognize that an alarm condition exists Introduction Alarms Alarms indicate unusual conditions in processes (excess pressure in a valve, low temperature of an oven, and so on) or in the system (such as the failure of a channel) that require operator action. An alarm remains until the condition that triggered the alarm returns to normal and someone acknowledges the alarm. All alarms are recorded in the event log, including when it was generated, when it returned to normal, and when it was acknowledged. You can see and acknowledge alarms from these displays: Group Trend Group Detail Main Idea Alarm line Alarms Summary Custom display faceplate Detail Display Group displays Station Title (Bell Icon ) When alarm conditions exist, the Station has several methods of displaying and enunciating them. A Flashing symbol, located at the top of screen (left corner) and in the taskbar (bottom of the screen) The Alarm line, generally, this line displays the most recently unacknowledged alarm message. The Status Line (the Alarm field flashes red if there are any unacknowledged alarms), Station-generated audio (horns or tones), Faceplates, Group and Detail displays show alarm symbols to notify you of the alarm condition. 14 Experion Operator Course EXP10001 R201 6/11/2004

217 Process Alarms Recognize that an alarm condition exists Alarm-related Tools Your station has tools for displaying alarms and tools for acknowledging alarms. These tools are on the toolbar. Alarm Tool Description Alarm Summary. Calls up the Alarm Summary, which provides a one-line description of every alarm. Acknowledge/Silence Alarm. Acknowledges the most recent or selected alarm. These tools are on the Alarm Summary displays Alarm Tool Description Acknowledge Page. Acknowledges all the unacknowledged alarms that are on the Page (screen). Pause. When the Alarm Summary is paused; no new alarms are added to the summary and the icon is gray. When the Release button has been clicked the icon changes to green. Resume. This button is used to release the Alarm Summary that has been Paused. It shows red when the Alarm Summary has been paused. This tool is on the faceplates, Group and Detail displays and custom graphics. Alarm Tool Description Acknowledge/Silence Alarm. Acknowledges the selected point s alarm. 6/11/2004 Experion Operator Course EXP10001 R201 15

218 Process Alarms Recognize that an alarm condition exists Alarm types Each point type has a specific set of alarms. PID points have: Control Module Alarms PV-related alarms Deviation alarms OP alarms Device Points have: Bad control alarms Safety Interlock alarms Control Module and Function Block alarms Command-related alarms Safety Override Interlock (permissives) Off Normal alarm Bad PV alarm Data Acquisition points have: Explanation Control Module alarms PV-related alarms Viewing and determining the meaning of the alarms is one of the most important duties of a plant operator. Alarm Symbols When a function is disabled, the original icon shape is retained, but the symbol changes to a minus sign and the color changes to gray. The following table describes the default alarm line items, starting from the left. ATTENTION The alarm colors described below are the default alarm colors. Your system may use custom alarm colors The following table defines the various alarm limits and indicators that you will see for the Experion PKS C200 points. 16 Experion Operator Course EXP10001 R201 6/11/2004

219 Process Alarms Recognize that an alarm condition exists Note: Alarm line item Description Red and flashing: the alarm is urgent priority, unacknowledged and the cause of the alarm still exists. Red and not flashing: the alarm is urgent priority, acknowledged and the cause of the alarm still exists. Inverse color and flashing: the alarm is urgent priority, unacknowledged and the cause that generated the alarm no longer exists. Yellow and flashing: the alarm is high priority, unacknowledged and the cause of the alarm still exists. Yellow and not flashing: the alarm is high priority, acknowledged and the cause of the alarm still exists. Inverse color and flashing: the alarm is high priority, unacknowledged and the cause that generated the alarm no longer exists. Cyan and flashing: the alarm is low priority, unacknowledged and the cause of the alarm still exists. Cyan and not flashing: the alarm is low priority, acknowledged and the cause of the alarm still exists. Inverse color and flashing: the alarm is low priority, unacknowledged and the cause that generated the alarm no longer exists. Ghost alarm (Faceplates and Point Detail Displays). An unacknowledged alarm exists for the point and the cause that generated the alarm no longer exists. Disabled 6/11/2004 Experion Operator Course EXP10001 R201 17

220 Process Alarms Recognize that an alarm condition exists Lets look at the Alarm Summary to determine the points in alarm and the conditions that produced those alarms. Item Explanation 1 The selected point has a gray background. 2 The alarm condition has returned to normal 3 If you start at the left you can see the following information: Date and Time the alarm was detected 11/06/ :16:04 Area that this point is in T100 The Point ID X_LC14 The alarm condition PVHIGH The alarm priority H 00 (no severity assignment) The description of the point T-100 Bottom Lvl The value that tripped the alarm 96.5 Live value 36.36% The units of measurement for the point (EUs) % Record the Alarm Condition PV low low alarm trip 4 To view the Detail display, double click the point to call it up. 5 On the Main Page the Alarm lamps that represent the active alarms will be red. 6 Looking at the Alarms tab to view the alarm assignment and the trip points. What is the trip point for the current alarm conditions? PV Low OP Low 18 Experion Operator Course EXP10001 R201 6/11/2004

221 Process Alarms Recognize that an alarm condition exists Table Of Alarm Indicators For PID And DACA Points Indicator Alarm Type Description PVHIHI PV High High Used in conjunction with a PVHigh alarm to indicate a more serious alarm. PVHI PV High An alarm is generated when the PV rises above the value specified in Trip Point. PVLO PV Low An alarm is generated when the PV falls below the value specified in Trip Point. PVLOLO PV Low Low Used in conjunction with a PVLow alarm to indicate a more serious alarm. POSROC Positive Rate of Change PV Rate of Change Exceeded configured rate in positive (ascending) direction NEGROC Negative Rate of Change PV Rate of Change Exceeded configured rate in negative (descending) direction BADPV Bad PV PV is BAD OPHI OP High OP High Trip Point Exceeded OPLO OP Low OP Low Trip Point Exceeded DEVHI Deviation High An alarm is generated when the PV rises above the SP by more than the value specified in Trip Point. DEVLO Deviation Low An alarm is generated when the PV falls below the SP by more than the value specified in Trip Point. ADVDEV Advisory Deviation Deviation from Advisory Setpoint SI Safety Interlock Safety Interlock is true (on). BADCTL Bad Control Bad Control, CV Calculated Value is bad 6/11/2004 Experion Operator Course EXP10001 R201 19

222 Process Alarms Recognize that an alarm condition exists Table Of Alarm Indicators For Device Points Indicator PV Alarm Type Description CMDDIS Command Disagree Command Disagree Alarm - generated when the Commanded Output State (OP) is changed and the actual input state (PV) does not change accordingly within a specified feedback time. CMDFAL Command Fail Command Fail Alarm - generated after the OP parameter is commanded to change and the Current Active State (PV) fails to change from an original value to any other value within a configurable time interval. UNCMD Uncommanded Change Uncommanded Change Alarm - generated if the actual input state (PV) changes but has not been commanded to change (unless it is a bad PV). This alarm is configured whenever the Command Disagree Alarm is configured. BADPV Bad PV Bad PV Alarm - generated whenever the Current Active State (PV) is detected to be a NULL (or bad) state. Indicator Override Alarm Type Description Safety Override* State 0 Override Interlock State 1 Override Interlock State 2 Override Interlock Off Normal Condition When the active interlock causes an OP state change, the alarm will be generated. Override Interlock Alarms - When the active interlock causes an OP state change, the alarm will be generated. This alarm is generated whenever PV does not match Operator requested OP (OPREQ) and (OPREQ) is not Null. *If a real-time conflict exists between a Safety Override Interlock Alarm configured to alarm and a PV alarm condition, such as Uncommanded Change Alarm, interlock action (setting of the output state and related alarm notification) always occurs regardless of effects of the other alarm. 20 Experion Operator Course EXP10001 R201 6/11/2004

223 Process Alarms Recognize that an alarm condition exists Practice Step Action 1 Call up the Alarm Summary with the toolbar alarm button. 2 Select one of the process points on the display. The line changes to blue; if you loose the focus the line changes to gray. 3 If you start at the left you can see the following information: Alarm symbol Date and Time the alarm was detected Area that this point is in The Point ID The alarm condition The alarm priority The description of the point The value that tripped the alarm Live value The units of measurement for the point (EUs) 4 Double-click the point to call up the Detail display. 5 On the Main Page the Alarm lamps representing active alarms will be red. 6 Call up the Alarms tab to view the alarm assignment and the trip points. What is the trip point for the current alarm condition that you recorded in Step 3? 7 Look at the faceplate and record the alarm symbols and letters that represent the current alarm. 6/11/2004 Experion Operator Course EXP10001 R201 21

224 Process Alarms Acknowledge an alarm Acknowledge an alarm Introduction In this section you discover that there are several places and ways in which you can acknowledge alarms. Main Idea In most systems, the station produces an alarm tone when a new alarm occurs. There are several ways of silencing or acknowledging alarms: The Acknowledge/Silence button on the Tool bar The <F4> key on the keyboard The Acknowledge/Silence button on the Faceplates (Group Detail and Custom displays) From the Action button on the Menubar 22 Experion Operator Course EXP10001 R201 6/11/2004

225 Process Alarms Acknowledge an alarm Acknowledge a particular alarm on the Alarm Summary Either: Step Action 1 Select the alarm and click (Alarm Acknowledge) toolbar button. 2 Right-click then select Acknowledge on the popup box. Acknowledge all alarms currently visible on the Alarm Summary Step Action 1 Click the Acknowledge Page button on the display. Note that if there are any more unacknowledged alarms in the list, you first have to display them before clicking the Acknowledge Page button again. 6/11/2004 Experion Operator Course EXP10001 R201 23

226 Process Alarms Acknowledge an alarm Acknowledge a particular alarm on a custom display Either: or Select the alarming object to call up the faceplate and click (Alarm Acknowledge) button. Right button click the alarming object and select the AlmAck option. 24 Experion Operator Course EXP10001 R201 6/11/2004

227 Process Alarms Acknowledge an alarm Practice Step Action 1 Call up display T_100x and locate the Alarm Test Buttons, select the X_fc01 button to create an alarm for this exercise. The P-52 Pump off and x_fc01 is in alarm. 2 Right click the alarming point and acknowledge the alarm. 3 Select the P-52 Pump and turn it on. The flow of x_fc01 is resumed. In a moment all of the alarm conditions will clear and leave a Ghost alarm. 4 Left click the alarming point and acknowledge the alarm from the faceplate. 5 From the Alarm Test Buttons, select the X_fc02 button to create an alarm for this exercise. 6 Right click the alarming point and call up the Detail display. 7 Adjust the set point to clear the alarm condition and acknowledge the alarm. Use the alarm limit reference bars on the faceplate to determine what the Sp should be to clear the alarm condition. 8 Call up the E_100x display and use the Alarms Test Button ALARM FLOOD This will cause two PV alarms. 9 Call up your 7 th Group display. Notice that the faceplate in the group display does not have an Ack button for each point. Select the point x_ti21 and press the <F4> key to Acknowledge the alarm. 10 Select the point x_ti22 and select the Acknowledge/Silence button on the Toolbar to Acknowledge the alarm. (The alarms clear when you acknowledge them for this lab.) 11 Call up the Alarm Summary Display and acknowledge all the alarms on the first page. Use the Acknowledge Page button at the bottom of the Alarm display. 12 Call up the T_100x display and click on the x_fc02 to create an alarm for the next task. 13 Select a single point on the Alarm display that is blinking and acknowledge it. 14 Select another point on display that is blinking and right button click it and acknowledge the alarm from the Popup box. 6/11/2004 Experion Operator Course EXP10001 R201 25

228 Process Alarms Build a custom filter Build a custom filter Introduction In previous exercises you have view the Alarm Summary display and acknowledged alarms. In is lesson you will learn how to control what is on the display and how it is displayed. The filtering and sorting function allow you to limit and organize alarms. Main Idea Changing What Is Shown In The Alarm Summary ATTENTION Depending on your security privileges, you may not be able to filter and sort the Alarm Summary. The options that are not available to you are disabled and appear grayed out. By default, the Alarm Summary shows all alarms, with the newest alarm at the top. You can change the Alarm Summary by applying filters and sorting the summary. Explanation Filtering the Alarm Summary allows you to show alarms that match the filter criteria and hide alarms that do not match the filter criteria. For example, you can filter the Alarm Summary to show alarms of a particular priority only, or you can filter the Alarm Summary to show alarms for a particular area only. You can filter the Alarm Summary by any column in the summary. Alarm State (Priority) Alarm Time (Date and Time) Area Source (Point ID) Condition (Alarm type) Description Value Unit Or any other field that you have chosen to display on the Alarm Summary. 26 Experion Operator Course EXP10001 R201 6/11/2004

229 Process Alarms Build a custom filter Filtering An easy way to filter the summary is to perform a "like currently selected" filter. For example, if you want to see all alarms for a particular point. You can select an alarm for the particular point, click the Source column and select (like currently selected). The Alarm Summary is filtered to show all alarms in the summary that match the source (Point ID) of the currently selected alarm. Sorting Sorting allows you to set the order in which alarms appear in the summary. The sort order can be ascending or descending. For example, you can sort alarms by date and time, in ascending order. This means that alarms are listed in order of ascending date and time, that is, the oldest alarm is listed at the top of the summary. Using more that one Filter You can apply more than one filter at a time and you can also filter and sort at the same time. When the Alarm Summary is filtered or sorted, the column by which you are filtering or sorting is highlighted. 6/11/2004 Experion Operator Course EXP10001 R201 27

230 Process Alarms Build a custom filter Demo Set up for Scenarios Step Action Ask your instructor to create alarms for this lesson. Or, you can call up the display T_100x and select the Alarm Flood target, then call up the D_100x display and select the Alarm Flood target. Repeat these steps on the E_100x and the TF_100x displays. Example Scenario You want to filter the Alarm Summary so that you see unacknowledged alarms of high priority only. Solution Step Action 1 Call up the Alarm Summary display. 2 Click the Priority column and select High. 3 Click the Alarm State column and select Unacknowledged. The Alarm Summary changes to list unacknowledged alarms of high priority only. Example Scenario You want to sort the Alarm Summary so that alarms are sorted in ascending order by area. Solution Step Action 1 Call up the Alarm Summary display. 2 Click the Area column. 3 Select Sort Ascending. 28 Experion Operator Course EXP10001 R201 6/11/2004

231 Process Alarms Build a custom filter The Alarm Summary changes to list alarms in ascending order according to the area. To remove filtering Click Clear all Filters. TIP To revert to the default setting (removing all filtering and sort in descending time order), load the All Alarms view. 6/11/2004 Experion Operator Course EXP10001 R201 29

232 Process Alarms Build a custom filter Practice Using The Area Filters Step Action 1 Call up the Alarm Summary display. 2 Select a point on the Alarm Summary and record its Area assignment. 3 Select the Area column and click on the option (Like Currently Selected): This will limit the alarms to those points that are in the same area as the selected point in the previous step. The Applied filter is shown as: The Blue fill color for the AREA column title indicates the filter has been applied. The dots show the options that have been selected. 30 Experion Operator Course EXP10001 R201 6/11/2004

233 Process Alarms Build a custom filter Using The Alarm State Filters Step Action 1 From the Alarm Summary display. Select the square button above the Alarm State symbols to display the option menu. 2 When the menu is displayed, select the option to show only Active alarms. Filters 3 Acknowledge the Alarms that are now visible. ATTENTION The number of Unacknowledged Alarms does not agree with the number of alarms that appear on the Alarm display. The hidden alarms are also included in this number. This reminds you that you have applied a filter and are looking at a limited number of the alarms. 6/11/2004 Experion Operator Course EXP10001 R201 31

234 Process Alarms Build a custom filter Clearing The Alarm Filters Step Action 1 From Alarm Summary display. 2 Select the Clear All Filters button on the Alarm Toolbar. Customizing a filter Step Action 1 From Alarm Summary display. 2 Select the Condition Column heading to display the filter options. 3 Select the (Custom Filter) option to display the Custom filter dialog box. 4 To limit the alarms to the PVLOW and PVLOLO select the Equals option and then type PVL* to include all priorities that begin with those three letters. Click OK to complete the request. You should see only PVLOW and PVLOLO alarms. 5 Recall the filter and create a filter to display all priorities that contain the letters HI. You should now have OPHIGH, PVHIGH, and PVHIHI alarms shown. 6 = any sequence of characters? = a single character. *HI* 7 Clear all the filters. 8 Create a custom filter to show only your points that are x_fc. 9 Change this filter to hide all the x_fc points. 10 Clear all the filters. 32 Experion Operator Course EXP10001 R201 6/11/2004

235 Process Alarms Using the Alarm Summary tools Using the Alarm Summary tools Introduction In this module you will practice the following from the Alarm Summary display: Main Idea Reading assignment Operator Guide: Using the Area Pane. Using the View filter Using the column titles to sort and filter alarm displays. Clearing all filters Using the View Configuration pane Saving a View configuration Viewing a single or several areas from the Area Pane. Viewing and entering comments related to an individual alarm event using the Events Details tool. Arranging the Events screen with the Column Organizer Printing an event using the print preview before actually send the report to the printer. Toggling between Events and Sequence of Events. Help>Responding to Alarms>Changing What is Shown in the Alarm Summary TIP The alarm line items (symbols) are defined at the bottom of the Changing What is Shown in the Alarm Summary page. 6/11/2004 Experion Operator Course EXP10001 R201 33

236 Process Alarms Using the Alarm Summary tools The toolbar View Configuration Pane 2. Area Pane 3. Details Pane 4. Column Organizer Using the Area Pane The area pane provides a list of areas to which you have access. You can use the area pane to filter the Alarm Summary to show alarms for a particular area only. The area pane also provides a summary of the number of alarms in each area. D100 has 3 alarms. T100 has 2 alarms. 34 Experion Operator Course EXP10001 R201 6/11/2004

237 Process Alarms Using the Alarm Summary tools Using Views You can change how information is displayed in the Alarm Summary by applying a different "view". View contains the information about filtering and sorting, which alarm line items are shown, the order they are shown in and the space provided for each item. There are several predefined views. These are: Unacknowledged alarms; shows only unacknowledged alarms Urgent alarms; shows only urgent alarms Urgent and high alarms; shows only urgent and high alarms There may be other views that have been configured for your system. These will appear in the View pull down menu. The View Configuration pane 6/11/2004 Experion Operator Course EXP10001 R201 35

238 Process Alarms Using the Alarm Summary tools The Details Pane The Details pane shows the details of the currently selected alarm. If no alarm is selected, the details pane is empty. If the selected alarm is for a point, the Details pane also provides links to the point detail display and associated display. 36 Experion Operator Course EXP10001 R201 6/11/2004

239 Process Alarms Using the Alarm Summary tools Column Organizer Use the Column Organizer to arrange the Alarms screen. This tool allows you to rearrange the Alarm Display to place information in a different order from left to right or to add or remove information that is shown on the display. Select the column you wish to move and then click the Move UP or Move Down button to change its location on the summary. Explanation Area Pane function The Area Pane provides you with a means to show alarms for: All the areas assigned to a station Some of those areas Just one of the areas 6/11/2004 Experion Operator Course EXP10001 R201 37

240 Process Alarms Using the Alarm Summary tools The Area pane can be called up from the Alarm toolbar. Another way is to simply click on the Area View button. If you select more than one but less than all the message is (Multiple areas), if you select to show all areas the message is (all areas), and if you choose to show only one area the name of that area is shown. To display the area pane use either method: Click (Show Area Pane button). or Click the Area list and click (Push Pin) to dock the area pane. 38 Experion Operator Course EXP10001 R201 6/11/2004

241 Process Alarms Using the Alarm Summary tools You can select more than one area by holding the Shift key down while click on each area that you wish to include. They will be highlighted in dark blue. View Configuration Pane function This is a tool to change how information is displayed in the Alarm Summary by applying a different View. You can change and save the information about filtering and sorting, which alarm line items are shown, the order they are shown in and the space provided for each item. Step To apply a view 1 Click the View list. 2 Select the view from the list There may be other views that have been configured for your system. These will appear in the View pull down menu. You can create a custom view of your own by selecting the individual filters and assigning a name to your custom view. The Save button adds this view to the menu where you can select it when you wish to apply it to the Alarm Summary. 6/11/2004 Experion Operator Course EXP10001 R201 39

242 Process Alarms Using the Alarm Summary tools The Detail Pane Function This pane provides important information about the alarm status of the selected point: Acknowledged status True or False Area assignment Alarm category (Process alarm, etc.) Time point went into alarm or was acknowledged The alarm condition Disabled or enabled Reset (alarm flag) Responded (operator acknowledged alarm = True) Returned to normal True or False Example before acknowledgement. Example after acknowledgement. 40 Experion Operator Course EXP10001 R201 6/11/2004

243 Process Alarms Using the Alarm Summary tools To Show Or Hide The Details Pane Entering Comments Click (Details pane button). You can use the Alarms Details tool to view and enter comments related to an individual alarm event. Click the Comments tab to display the pane. Comments can be typed in the Additional comments field and saved by selecting the Save Comments button. The Existing Comments reflect all the comments that have been entered and saved. 6/11/2004 Experion Operator Course EXP10001 R201 41

244 Process Alarms Using the Alarm Summary tools Column Organizer Function This tool provides the means to move data on the alarm display and to add fields of data that are needed or remove fields that are not needed. Step To organize a column: 1 Click (Column Organizer button). The Column Organizer dialog box is called up. It shows the current layout of the Alarm display. 2 To move the Alarm State (symbols) from the left side of the display to the right of the Date and time (Alarm Time), select the Alarm State and click on the Move Down button. 3 To remove a field, clear the box and click Apply to see the results, or click OK to apply and close the dialog box. To toggle from Alarms Summary to Messages Summary, just click the link at the upper right of the screen. 42 Experion Operator Course EXP10001 R201 6/11/2004

245 Process Alarms Using the Alarm Summary tools Practice Instructions: Call up the Alarm Summary Display. Use the Area Pane to limit the information shown on the Alarm Summary. Step Action 1 What is the current Area view? Record the information. 2 Select the show Area view button where the information is displayed. 3 Select your area T100x. The display should only show alarms from this area. 4 To test this selection, call up the E_100x and select the Alarm Test Button, X- FC15 to create an alarm in area E100x. 5 Return to the Alarm display. The alarm you just caused should not be shown. 6 Call up the Area pane. 7 Use the pushpin to prevent it from closing. Now hold the CTRL key down and select the area E100x. You should have alarms for both areas on the Alarm Summary. 8 To select a block of four areas, hold down the SHIFT key while selecting the first and last area to include. Notice that all the selected areas are highlighted in Blue. 9 How many areas are now shown on the Alarm Summary? 10 Click the Show All Areas button on the Area pane to restore all alarms to your Alarm Summary display. 6/11/2004 Experion Operator Course EXP10001 R201 43

246 Process Alarms Using the Alarm Summary tools Use the View filter to limit the alarms shown by the following criteria: All Unacknowledged. Urgent and High priority Urgent priority A custom definition Step Action 1 What is the current Area view? Record the information. 2 Change the View to show only the Urgent priority alarms. 3 What color is the Priority column heading? What other column heading changed color? Notice the (Filter applied) message at the top of the Alarm display. 4 Change the View to show only unacknowledged alarms. 5 Select the Clear All Filters button. The (Filter applied) message at the top of the Alarm display disappeared. Use the View Configuration pane to define a custom view and save the view. Step Action 1 Click (Show View Configuration button) on the toolbar. The View Configuration pane is displayed. 2 Now select the Priority heading and select High only. 3 Now select the Alarm States button above the alarm symbols and select Unacknowledged from the options. 4 Name your custom filter High and Unacknowledged for Oper x. 5 Click the Save button. The title should show at the top of the Alarms display next to View: 6 Change the View to Urgent priority alarms. 7 Select the View field and locate your custom View on the list and select it. The Alarm display now shows only High and unacknowledged alarms. 8 Clear all of the Filters. 44 Experion Operator Course EXP10001 R201 6/11/2004

247 Process Alarms Using the Alarm Summary tools Use the column titles to sort and filter alarm display. Step Action 1 Select the Date and Time column heading. The selection menu drops down. 2 Change the time period to the current shift. 3 Change the order to Ascending (oldest first). 4 Select Custom Filter to display the Custom Filter dialog box. Select the down arrow to display the options. 5 Select After. The current time and date are displayed, 6 Place your cursor over the minute values and enter a time 20 minutes less than the current time and click OK. Note: You could change the date, hour, minute, or even seconds. 7 Select the Option Between and change the end time to 10 minutes ago and the Start time to 30 minutes ago. You should now have alarms for a 20 minute time period that ended 10 minutes ago. Use the Area to select a limited collection of alarms. Step Action 1 Select the Area column heading. The selection menu drops down. 2 Select the Custom Filter. A list of all areas assigned to either the Station or the Operator logon is shown. Use the SHIFT key to select a block of three areas. To remove the middle area hold down the CTRL key and select the middle area. Click OK to view the Alarms display with only two areas shown. 3 Recall the menu and select the (All Areas) to clear this selection. 6/11/2004 Experion Operator Course EXP10001 R201 45

248 Process Alarms Using the Alarm Summary tools Use the Source to filter alarms by point name (ID). Step Action 1 Select the Source column heading. The selection menu drops down. Experiment with the Sort Ascending and Descending. Which selection shows the points from A to Z? Ascending Descending 2 Select the Custom Filter to display the filter dialog box. 3 Use the wild card to remove all points that begin with x_ti. 4 Now show all points that end with 15. Nice tool for troubleshooting. Using the Condition to filter alarms by alarm condition. Step Action 1 Select a point on the Alarm display and record the alarm Condition. 2 Select the Condition column heading. The selection menu drops down. 3 Select the option that will display points that have the same alarm condition. (Like Currently Selected). 4 Select the Custom Filter to display the filter dialog box. Use the Wildcard to display all the PV alarms. Prevent the OPHIGH and OPLOW and other types of alarms from appearing on the display. Tip: OP* would display all alarms beginning with OP and nothing else. 46 Experion Operator Course EXP10001 R201 6/11/2004

249 Process Alarms Using the Alarm Summary tools Use the Column Organizer to rearrange the Alarm screen. Step Action 1 Click (Column Organizer button) on the Alarm toolbar 2 Select the Alarm State and move it down so that it appears above Area. 3 Click the Apply button to view the change to the Alarm display layout. 4 Scroll down and remove Reason. Click OK Use the Details Pane to view and enter comments related to an individual alarm event. Step Action 1 Select a point on the Alarm display. 2 Click (Detail Pane button) on the Alarm toolbar. 3 The Detail Pane is called up, now click the Comments tab. 4 Are there any existing comments? 5 Type in a comment in the Additional Comments field. Killroy was here. Notice that the Save Comments button is no longer grayed out. Select the Save button to save you comment. Use the screen toggle between Messages and Alarm Summaries Step Action 1 Click the Message Summary at the top of the Alarm display to change the display to show Messages. 2 Click the Alarm Summary at the top of the Messages display to change the display to show Alarms. 6/11/2004 Experion Operator Course EXP10001 R201 47

250 Process Alarms Using priorities to identify alarm conditions for corrective action. Using priorities to identify alarm conditions for corrective action. Introduction The Alarm priority can be a useful tool to help you determine the correct action to take during a process upset. All alarms are assigned a priority to assist the operator in making decisions. These priorities are: Urgent High Low Journal None A secondary ranking is Severity, as a number between 0 and 15. This determines the alarm processing order relative to other alarms with 15 being the most severe. Condition can also be used to determine alarm type and permit you to view points with the same type of alarms. Main Idea You can sort or filter alarms based on different criteria. Priority has three options: Urgent High Low You can select a point and choose to use it as the selection criteria (Like Currently Selected). If you use the Alarms State field, you can choose to limit the view to only Active alarms, excluding all those that have returned to normal. You can choose to show a combination of selections such as: Urgent or High and Active, sorted from the highest to the lowest priority. 48 Experion Operator Course EXP10001 R201 6/11/2004

251 Process Alarms Using priorities to identify alarm conditions for corrective action. Condition permits you to create custom filters as well as use a point as a model. For example you might wish to view alarms that are PVHIHI. You might wish to exclude a particular type of alarm. Explanation Calling Up And Selecting The Options LEARN BY DOING Step Action 1 From the Alarms display, click the Alarm State button. 2 Change the selection to display only Unacknowledged alarms 3 Recall the display and change selection to display alarms that are also active. 4 Recall the display and change selection to sort the alarms from the highest to the lowest priority. Some options are limited to one or the other such as Acknowledged or Unacknowledged. To display all alarms select the (all Alarm State). Using a combination of Priority and Condition might be useful when dealing with a large number of alarms. Scenario The operator wants to view only active alarms that are urgent or high priority and are not related to outputs. LEARN BY DOING Step Action 1 From the Alarms display, click the Alarm State button. 2 Display only Active alarms. 3 From the Priority Field, display Urgent and High alarms. 4 From the Condition Field, exclude all alarms that are output related, use the Custom filter and does not equal OP*. 6/11/2004 Experion Operator Course EXP10001 R201 49

252 Process Alarms Enable or disable alarms Enable or disable alarms Introduction Alarm Enabling and Disabling SUPV or higher access level is required to change the Alarm Enable State of a point. Alarms must be set to Enable to be reported to the Alarms Summary, the Group display, or to custom displays. Explanation The Alarm Enable State Can Be Seen On The Main Tab Of The Detail Display When the alarms have been disabled, the alarm indicators are shown in black letters and the red Alarm State symbol is not shown on the Detail Faceplate. Enabled Disabled On the Alarms display the Alarm State symbol is grayed out. 50 Experion Operator Course EXP10001 R201 6/11/2004

253 Process Alarms Enable or disable alarms Practice No practice is provide as this is function requires a higher-level access than OPER. 6/11/2004 Experion Operator Course EXP10001 R201 51

254 Process Alarms Process Alarm Performance Review Process Alarm Performance Review Introduction The following Performance Review will enable you and your course manager to determine if the skills have been mastered. This is an opportunity to go back and cover any skill that you may find difficult to perform. Explanation The Performance Review is designed to allow you to demonstrate the skills obtained in the preceding exercises. It is also an opportunity for you to determine if there are any skills that need to be reviewed before proceeding to the next lesson. Demo This is an example of the Performance Review. Each task is taken from the preceding lesson material and practices. Task Action 1 Call up the Alarm Summary display. 2 How many alarms are unacknowledged? You should be able to use one the tools, menu items or charts to accomplish the tasks in the Performance Review that you have used in the preceding practices and exercises. 52 Experion Operator Course EXP10001 R201 6/11/2004

255 Process Alarms Process Alarm Performance Review Practice Performance Review for Process Alarms Please check off each item as you complete the task. Your course manager may wish to observe you while you perform the tasks. Task Action Set up Ask you instructor to set some alarms for your areas. 1 Call up the Alarm Summary display. 2 How many alarms are unacknowledged? 3 Select a point on the Alarm Summary display and call up its Detail display. 4 Display the Alarm settings for this point. 5 What is the current alarm s limit? 6 Acknowledge the alarm from the Detail display. 7 Return to the Alarm Summary display using the target in the Status line. 8 Which of the following represents High priority alarms: Circle your answer. 9 What is the status of any blinking alarm symbol? Acknowledged Disabled Unacknowledged Circle your answer. 10 Display only alarms for the area T100x. 11 Adjust the display to include points from the areas T100x and E100x. 12 Remove all the filters from the Alarm Summary display. 13 Move the Alarm State (priority symbols) so that they appear after the Alarm Time on the display. 14 Call up the displayt_100x and select the Alarm Test button Alarm Flood to generate alarms for the next tasks. 15 Return to the Alarm Summary display. Change the display to show the urgent alarms first. 6/11/2004 Experion Operator Course EXP10001 R201 53

256 Process Alarms Process Alarm Performance Review Task Action 16 Acknowledge the Urgent alarm for x_ti40 only. 17 Now acknowledge all the alarms on the page. When you acknowledge these alarms the simulation sets the PVs back to their original value. 18 Return to the display T_100x and select the Alarm Test button for x_fc01. This action causes the Pump to shut down and the PV of x_fc01 to drop to Acknowledge both PV alarms. 20 Clear all of the filters. 21 Which column heading would you choose to filter the alarms by point name? Description Priority Source Condition Circle your answer. 22 Filter the alarms to display only the x_fc01 alarms. 23 What is the condition of x_fc01? 24 Clear the filters and sort the alarms to view the oldest at the top of the list. 25 Return to the T_100x display and turn Pump P-52 on. This will permit flow to return to the Heavy feed line, the x_fc01 controller should bring the flow up to its SP value. 26 Return to the Alarm Summary display. Why are some of the Alarm State symbols hollow? 27 Acknowledge all the alarms on the Page with one mouse click. 28 Call up the display E_100x and select both the Alarm Flood and x_fc15 alarm test buttons. This will create some alarms for the next task. 29 Acknowledge x_ti21 s alarm from the faceplate. 30 Use the popup box to acknowledge the alarm for x_ti Call up the group display for x_fc15 and acknowledge the alarm from the group display. 32 Return to the graphic display E_100x and click the Call Tech button on the Alarm Test Button panel to simulate the valve repair by the technician. What does the alarm symbol indicate? 33 Call up the faceplate and notice that the symbol has a different appearance. This is called a alarm. Acknowledge the alarm. 54 Experion Operator Course EXP10001 R201 6/11/2004

257 Topic: Experion Trends Contents Operate trend displays...2 Identify principal parts of the trend display...4 Operate a trend display...10 Change the trend type...12 Change the samples and interval for a trend...21 Locate point values on a trend using the hairline function...24 Add and delete points...28 Select point parameters...34 Change the time base for a trend...36 Operate a Trend Performance Review /11/2004 Experion Operator Course EXP10001 R201 1

258 Experion Trends Operate trend displays Operate trend displays Introduction A Trend Set display shows changes in point parameter values over time. Typical uses of Trend Set displays are to show changes in process temperatures or flows over a period of time. Main Idea In previous lessons, you have operated points and used Group display trends to obtain historical information about the process. In this section you will use the following trend tools. Call up a Trend Interpret trends Operate trend displays Change the time base for a trend Use the centerline function on a trend Add or delete trend traces Use scrolling targets Change the engineering units on a trend Change range Save trend display Build a trend group 2 Experion Operator Course EXP10001 R201 6/11/2004

259 Experion Trends Operate trend displays Trend Display Example Explanation A Trend display can plot up to eight traces. Each trace is assigned a color that is displayed next to the Point ID. 6/11/2004 Experion Operator Course EXP10001 R201 3

260 Experion Trends Identify principal parts of the trend display Identify principal parts of the trend display Introduction The principal parts of the Trend display are similar to the parts of the Group Trend with the exception of the lower half of the display. The Trend Set is a configured display that can have points from any process control device within the system. These points and their trended parameters are shown on the lower half of the display and can be changed. Main Idea Trend Set Same as the Group Trend Contains the points and parameters assigned to this trend and their values* 4 Experion Operator Course EXP10001 R201 6/11/2004

261 Experion Trends Identify principal parts of the trend display Explanation Upper portion of Trend Set display Item Description 1 The Trend number (1 up to 3000). This is selectable and you can enter the number for another Trend Set. 2 The Trend description or title. This is selectable and has a drop-down menu displaying Trends that have been previously viewed. 3 The type of trend currently being viewed. This is selectable and has a drop-down menu where you can select a different type. 4 The number of samples use in the current plot. This is selectable and you can enter the number of samples for ploting the trend. 5 The time interval for the samples used in plotting the trend. This is selectable and has a drop-down menu where you can select a different 6 Targets to call up Trend Configuration displays or a list of configured trends. 7 Range limits in either engineering units (EU) or % of range. These are selectable and new values can be entered for the high and low and the range values toggled from EU to %. 6/11/2004 Experion Operator Course EXP10001 R201 5

262 Experion Trends Identify principal parts of the trend display Item Description 8 Target to restore trend to full range after zoom feature has been used. 9 Scroll bar. Lower portion of Multiplot Trend Item Description 1 Pens on/off and the trace color (if box is unchecked trace is removed from the trend set) 2 Point Id and Parameter (targets are available to changes these values ) 3 Point Description 4 Trace value at time 6 Experion Operator Course EXP10001 R201 6/11/2004

263 Experion Trends Identify principal parts of the trend display Lower portion of Multirange Trend Item Description 1 Pens on/off and the trace color (if box is unchecked trace is removed from the trend set) 2 Point Id and Parameter (targets are available to changes these values ) 3 Point Description 4 Lower and Upper range limits for the trended parameters. 5 Date and time of the trace value shown. 6/11/2004 Experion Operator Course EXP10001 R201 7

264 Experion Trends Identify principal parts of the trend display Practice Interpreting the display Step Action 1 What parameters are being trended? 2 How many points are being trended in this display? 3 How many samples make up this trend plot? 4 What is the sample interval? 5 What type of trend is this? See answers on next page. 8 Experion Operator Course EXP10001 R201 6/11/2004

265 Experion Trends Identify principal parts of the trend display Answers: (1) PV, (2) 7, (3) 100, (4) 1 minute, (5) Multiplot 6/11/2004 Experion Operator Course EXP10001 R201 9

266 Experion Trends Operate a trend display Operate a trend display Introduction Experion PKS has 3000 configurable Trend displays that can contain up to eight points parameters each. In this section you will change how information is displayed on the Trend and what information is displayed on Trend. Main Idea Points are generally assigned to Trend displays when they are built. However, Trends can be built after this and modified with access level SUPV or greater. Trend displays have several types of plots, a selection of samples, and a selection of time interval that you can choose while viewing the displays. In the following lesson you will become familiar with the parts of the display and all of the selections available for viewing the display. Explanation Calling Up The Trend Display To access to these trend displays you can: Go to a list of trends from the View Menu and select the trend title that you want to view. Go to System Menu and select Trends and then the trend title that you want to view. Click (Trend button) on the Station Toolbar and enter the trend number you wish to view in the Command zone and press ENTER. Right click the custom display object and select Trend from the popup box Select a PID or DACA point on the Alarm display and click the Trend button on the Station Toolbar 10 Experion Operator Course EXP10001 R201 6/11/2004

267 Experion Trends Operate a trend display Practice Calling up Trend displays Step Action 1 Click trend. (Trend button) on the Toolbar and enter the number for your 2 nd 2 Call up the custom display T_100x and right click the x_fc01 point and select the Trend option from the popup box. 3 Click (Trend List button) at the top of the trend to call up the Trend Summary. 4 Scroll down and select your 3 rd trend. 5 To call up a trend from a group display, call up your 1 st group display and select the first point on the display and then press the <F7> (Trend) key. The Trend display with the assigned point is called up. 6 Select one of the points listed at the bottom of the trend. Use the Detail key, <F12>, to call up the Detail display. 7 Select the Point ID in the Detail display and then use either the Trend button or the Trend key to call up the Trend display that contains this point. 6/11/2004 Experion Operator Course EXP10001 R201 11

268 Experion Trends Change the trend type Change the trend type Introduction In this module you will learn how to change the trend type. There are eight different trend types that you can view from the Trend Set display. They are: Single Dual Triple Multiplot X-Y Numeric Multirange S900 SPP UMAX SPP Main Idea To change the Trend type Click the arrow to display the Multiplot options. Move the cursor over the desired trend type and select by pressing the left button. This trend will retain this Type until you or another user changes the type. 12 Experion Operator Course EXP10001 R201 6/11/2004

269 Experion Trends Change the trend type Definition and Examples of the first seven types Single A bar graph of the first point on the Trend. 6/11/2004 Experion Operator Course EXP10001 R201 13

270 Experion Trends Change the trend type Dual A bar graph of the firsts two points on the Trend, each point has its own graph. First point Second point 14 Experion Operator Course EXP10001 R201 6/11/2004

271 Experion Trends Change the trend type Triple A bar graph of the first three points on the Trend, each point has its own graph. 6/11/2004 Experion Operator Course EXP10001 R201 15

272 Experion Trends Change the trend type Multiplot A line graph representing each point that is being trended as a percentage (%) of the range (0 to 100). 16 Experion Operator Course EXP10001 R201 6/11/2004

273 Experion Trends Change the trend type X-Y Plot of the value of one point against another (that is, one point on the x-axis and the other on the y-axis) 6/11/2004 Experion Operator Course EXP10001 R201 17

274 Experion Trends Change the trend type Numeric A numerical list of historical data. 18 Experion Operator Course EXP10001 R201 6/11/2004

275 Experion Trends Change the trend type Multirange A line graph representing each point that is being trended relative to the range of the first point. Works best with points using similar ranges to avoid confusion. 6/11/2004 Experion Operator Course EXP10001 R201 19

276 Experion Trends Change the trend type Practice Changing the trend type Step Action 1 Call up your first Trend. 2 Change its type to Single. What type of trend is this? Line Bar Numeric 3 Change it to a Triple. Which points are trended? 4 Use the Page down button on the tool bar to call up your second trend. 5 Is it a Triple? YES NO Note that each trend remembers the last type that was selected for it. Selecting a different trend type on another trend does not change it. 6 Change the Type to Numeric. 7 What is the sample interval? 8 Use the scroll bars to view more of the trend report. 9 Press the Page Up key on the keyboard. What did it do? 10 Use the Page Down key to return to the 2 nd trend. 11 Notice that it is still a Numeric type trend. Change it to a Multirange trend. 12 Change the display to show the range in EUs. 13 What is the range shown on the Trend? 14 Select another point. 15 What is the range shown on the Trend now? Notice that the range is determined by the selected point. 16 Change the type to Triple. All points are trended showing their EUs as range. 17 Change the range to % on the top trend set. 18 Are the other two trend sets showing EUs or %? 20 Experion Operator Course EXP10001 R201 6/11/2004

277 Experion Trends Change the samples and interval for a trend Change the samples and interval for a trend Introduction Changing the sample size and the sample interval when analyzing the performance of the process enables you to view the trend in a more meaningful way. The number of samples viewed increases the time span on the X-axis. For example 60 1-minute intervals cover a period of one hour, or 120 samples at 5-second intervals cover a period of 10 minutes. Main Idea History File Sizes What does Sample and Interval represent? How much history is available? The system has a minimum file size; see the table below. Your system may have more history configured. The duration and the number of samples for each history interval are shown in the table below. Default History File Sizes History Types Type # Intervals Duration File Sizes Number of Samples 1 1-minute snapshot 24 hours minute average 7 days 1682 Standard History 3 1-hour average 7 days hour average 3 months hour average 1 year hour snapshot 7 days 170 Extended History 8 8-hour snapshot 3 months hour snapshot 1 year 368 Fast History 6 1 to 30-second snapshot 2 hours - 72 hours /11/2004 Experion Operator Course EXP10001 R201 21

278 Experion Trends Change the samples and interval for a trend Changing Sample Interval To change from 1-minute samples to one of nine options, select the Interval list box. Select the desired sample interval. Changing The Number Of Samples To increase or decrease the number of samples to be included on the trend, select the Samples entry box and type in the desired number of samples, and then press the ENTER key. For example 1-hour intervals with 72 samples equals 3 days. 22 Experion Operator Course EXP10001 R201 6/11/2004

279 Experion Trends Change the samples and interval for a trend Practice Changing the Sample and Interval Step Action 1 Call up the graphic display T_100x, right click the control box for X_FC02, and then select the Trend option. Your first Trend set is invoked. 2 Change the trend Type to Single. 3 Select the Interval entry box and select the 1 hour option. 4 Select the Sample entry box, type in 120, and then press ENTER. You should now see five days of 1 hour samples represented as parallel bars. 5 Change the trend type to Numeric. You should see 35 values for each point on the trend. These are not one-hour averages; samples are collected on the hour. May be used for comparison with the lab samples. 6 Change the Interval to 8-hour averages. The first page of the Numeric trend shows values for the past ten days. 7 Change the trend Type to Single. You should have five weeks of data on the trend display. 8 Change the Sample to 24 and note that you now only have 24 bars in the bar graph window. The bar changed width as well. 9 Use the scroll bar at the bottom to view more samples. 10 Change the type to a Triple. Notice that all three trends are displayed in the same format 11 Change the display to show % for the middle graph. Click the list box showing EU and change it to %. 12 Did the top and bottom graph remain unchanged? What you do to one changes all three. 13 Change the Interval to 1 minute. Note that the width of the bar graph became much wider. 14 Change the Samples to Use the PAGE DOWN key to call up the next Trend display. It does not have a Triple bar graph or Samples of 90 or an Interval of 1 minute. Your changes only affect the Trend that you are using. 6/11/2004 Experion Operator Course EXP10001 R201 23

280 Experion Trends Locate point values on a trend using the hairline function Locate point values on a trend using the hairline function Introduction In the last segment you learned how to change the Samples and the Interval on the Trend display. You are now ready to use the Hairline function to gather information about the plot at a specific location on the graph. Main Idea Clicking in the graph area or the trend activates the hairline function. This function provides you with the value and the time at the hairline position. Explanation When you are using the Trend displays you may want to identify the exact time that the process reached a high or low point and the value of the high or low reading. The hairline function does that on the bar and line graphs. 24 Experion Operator Course EXP10001 R201 6/11/2004

281 Experion Trends Locate point values on a trend using the hairline function Notice the white line intersecting the bar with the first increase. There is a ^ at the bottom in the X- axis showing the timeline. The time and value are shown for the bar that has the white hairline behind it. The trend on the right shows the current time and value, or the value at the right of the trend (historical offset). On the Line graph, the hairline intersects the plot lines and changes the Value at section of the display to show the time and values at the point of intersection. Demo To see how this function works, call up a Trend display and use the Hairline function. Step Action 1 Call up your 1 st Trend display. 2 If the Type is not Multiplot, change it to Multiplot. 3 Move you cursor into the line graph area of the display and left click. Notice that a white vertical line appeared where you clicked in the display. This is the Hairline. 4 Look at the lower right of display at the Value at section. The date and time match the location of the Hairline. The value shown for each point is the value read from history for the time shown for the position of the Hairline. 6/11/2004 Experion Operator Course EXP10001 R201 25

282 Experion Trends Locate point values on a trend using the hairline function Step Action 5 Move your cursor to another position on the Trend and select it. Note that the time and values are updated to reflect the new position of the Hairline. 6 Change the Trend Type to Dual. The Hairline is removed. 7 Click one of the bars of the top bar graph to activate the Hairline. Note the value at the right for the point. It also shows the time and value represented by the bar with the Hairline behind it. 8 To turn off the Hairline, click on the lower left corner of the bar graph. 26 Experion Operator Course EXP10001 R201 6/11/2004

283 Experion Trends Locate point values on a trend using the hairline function Practice Using the Hairline function Step Action 1 Call up your 2 nd Trend display. 2 Change the type to a Multirange. 3 Change the Samples to 100 and the Interval to 6-minute averages. 4 Click the line graph to activate the Hairline. 5 Record the date and time where the Hairline is located. 6 Move it to another location where the process has changed and click that location. Note the time and value at that location for each of the points in the Trend. 7 Let s look at a bar graph. Change the Type to Dual. 8 Activate the Hairline for the second bar graph. 9 Activate the Hairline on both bar graphs. 10 Move the Hairline several times in both graphs. 11 Turn it off by clicking the corner of the top graph.. Note the second graph still has the Hairline. 12 Change the Interval to 1 minute. Is the Hairline still on the display? Note that whenever the Type, Samples or Interval is changed the Hairline is shut off. 6/11/2004 Experion Operator Course EXP10001 R201 27

284 Experion Trends Add and delete points Add and delete points Introduction In the last section you learned how to activate and deactivate the Hairline function on the Trend display. Now you are ready to remove and add traces to the Trend display. Main Idea Removing a trace from the trend is a straightforward process. Just clear the checkbox next to the trace that you want to remove. Selecting that same box adds the trace back to the trend. Adding points that were not on the Trend is a little more complicated and may be restricted on your system. Explanation Look at Trend display to see where the traces are shown and which pens are off and which ones are on. The first point s pen has been turned off, the box is unchecked and no value appears on the right. Just place the cursor over the box and click to change it. It is a toggle box. Adding And Deleting Traces LEARN BY DOING Step Action 1 Call up your 3 rd Trend. Check the box to turn pen on. The box color next to the Point ID matches the trend trace color. 2 To turn the pen off, click the checkbox again to clear it and the pen is off. When the pen is turned off, the trace is removed from the line graph and the value is removed from the value at section of the display. 28 Experion Operator Course EXP10001 R201 6/11/2004

285 Experion Trends Add and delete points To add a point to an empty field is more complicated and may require ENGR level access. LEARN BY DOING Step Action 1 To add a new trace Select the button next to a blank entry. The Point Browser is displayed. 3 To view points from a specific area, click the Show Points from Area arrow. Use the scroll bar at the right to view all the areas available. 4 Select the desired area to display the assigned points assigned. 6/11/2004 Experion Operator Course EXP10001 R201 29

286 Experion Trends Add and delete points LEARN BY DOING Step Action 5 Select the desired point and then click Apply to add the point to the trend. Point is added but a value has not been identified at this time. 6 To add the value, click the value list box. The list box is displayed. Use the scroll bar to locate the parameter you wish to trend. 30 Experion Operator Course EXP10001 R201 6/11/2004

287 Experion Trends Add and delete points LEARN BY DOING Step Action 7 Scroll down and select a value such as DACA.PV. The display will close, the parameter is added, and the value is displayed on the right in the value at location. This is how to delete or remove a point from the display. LEARN BY DOING Step Action 1 Select the point ID, press <DEL>, and then <ENTER>. 2 Select the display value, the list box value, and select the black item at the top. ATTENTION There is no Undo function or default setting to revert to the originally configured trend. 6/11/2004 Experion Operator Course EXP10001 R201 31

288 Experion Trends Add and delete points Practice Turning The Trend Pens On And Off Step Action 1 Display your 2 nd Trend set. 2 How many Pen boxes are checked? 3 Locate the green trace on the graph. 4 Uncheck the pen with a green trace. Notice that the green trace was removed and the value is not displayed in the value at section of the display. 5 Restore the green pen. 6 Clear the pen for the first trace x_fc01. 7 Change the Type to Single and note that the point in the bar graph is x_fc01. 8 Change the Type to Numeric and notice that x_fc01 is still in this display. Clearing the pen box has no affect on the bar graph or the Numeric type trend display. Adding And Deleting Points On A Trend Step Action 1 Display your 3rd Trend set. The eighth pen has not been assigned; the Point ID and Parameter fields are blank. 2 Click the box next to the blank Point ID field. The Point Browser popup is displayed. 3 Click the Show Points from Area arrow. Use the drop-down button to display a list of areas. 4 Scroll down and select your Area T_100x. 5 Select the point x-pi14 and click on the Apply button. 6 To add the parameter, click in the blank parameter field to display the parameter list box. 7 To get to the desired parameters on the list press the D key. The DACA parameters are now in the window, scroll down and select the DACA.PV. 32 Experion Operator Course EXP10001 R201 6/11/2004

289 Experion Trends Add and delete points Step Action 8 The gray trace is now on the line graph; the value is displayed on the right in the value at field. 9 If the range is not shown as 0 to 1800, toggle the EU/% option in the trend range area. This should update the display. 10 To delete the point you just added to the trend. Select the point ID, press DEL, and then ENTER. The point ID should now be blank for the last pen. 11 To remove the parameter. Click the box and select the blank item at the top. The point is removed from the trend. 6/11/2004 Experion Operator Course EXP10001 R201 33

290 Experion Trends Select point parameters Select point parameters Introduction In the last section you learned how to turn pens on and off and to add and remove points from the trend. It is possible just to change the parameter that is being trended rather than the whole point. Main Idea Changing the parameter requires knowing the correct parameter for the point. If the parameter has been configured to be collected or historized, you will be able to display a historical trend otherwise it will be a real-time trend. A real-time trend starts when you call up the Trend display or select the Pen ON/OFF checkbox. DACA= data acquisition block. The process variable for the controller is provided by the parameter DACA.PV (signal in from the sensor). PIDA = PID controller block. The output signal is sent to the final control element by the parameter PIDA.OP. The setpoint also is part of the PIDA function block and is called PIDA.SP Explanation To change the trended parameter from DACA.PV to the OP, you need to know that the OP is really PIDA.OP. Now it is a matter of selecting the Parameter list box and selecting the PIDA.OP parameter. Demo To demonstrate this procedure, call up a Trend display and change the trend pen parameter from DACA.PV to PIDA.OP. LEARN BY DOING Step Action 1 Call up the 3 rd Trend display and select either a Multirange or a Multiplot type trend, change the interval to 5 seconds. 2 Select a controller point, x_ac12. Record the trace color. 3 Select the DACA.PV parameter in the Parameter column. 4 Press the P key to go to the section of the list box that begins with P. Now scroll down and select PIDA.OP. 5 To test the new trend: Double-click the Point ID to call up the Detail display. 6 Put the point in MANUAL mode, change the OP to 50%, and return to the trend. Notice that the white trace has moved to the middle of the trend (50%). 7 Return to the Detail display and return the point to the NORMAL mode. 8 Return to the Trend display and watch the output return to the original 25% position. 34 Experion Operator Course EXP10001 R201 6/11/2004

291 Experion Trends Select point parameters Practice 1Changing parameters Step Action 1 Call up the 3rd Trend display and select Multirange for the type trend. 2 Select a controller point x_ac12. 3 Select the PIDA.OP parameter in the Parameter column. 4 Press the D key to go to the section of the list box that begins with D. Now, scroll down and select the DACA.PV parameter. 5 To test out new trend: Double-click the Point ID to call up the Detail display. 6 Change the Mode to MANUAL and set the OP to 50%. 7 Return to the Trend display; record the value shown for the first pen. It has changed from 50 to 1. The range of the point is shown as 0 to 2. 6/11/2004 Experion Operator Course EXP10001 R201 35

292 Experion Trends Change the time base for a trend Change the time base for a trend Introduction In the previous section you learned how to change parameters on the Trend. Now that you can use the majority of the Trend tools you are now ready to learn how to change the start time of the trend. It is called a History offset and is displayed at the bottom of the screen. It works the same way as the History offset in the Group Trend. Main Idea Blank data is displayed starting with the current day and time. Select to enter a day, month and year in this format DD-MMM-YY 10-NOV-03 Select to enter new hour, minutes, seconds in this format HH:MM:SS TIP You can also enter the date as DDMMYY and <ENTER> Example: is entered for 17 December Experion Operator Course EXP10001 R201 6/11/2004

293 Experion Trends Change the time base for a trend Review Of Entering Data In The History Offset Fields Step To change the date and time: 1 Select the History offset date field. The box changes to show selection. 2 Type in the date the day, then use the space bar or the dash key to separate the day from the month. Type in the first three letters of the month and use the space bar or the dash key to separate the month from the year. Type in the last two numbers of the year and press ENTER. 3 Select the History time field. The box changes to show selection. 4 Remember that the system uses a 24-hour clock (2 PM is shown as 14:00). Type in the time the hour (space) then the minutes and press ENTER. You do not need to enter the seconds. You can also separate the hour and minutes with a colon (:). Returning The Current Date Is A Three-Keystroke Process Step To return to the current date: 1 Select the date field 2 Press the DEL key 3 Press the ENTER key Returning The Current Time Is Also A Three-Keystroke Process Step To return to the current time: 1 Select the time field 2 Press the DEL key 3 Press the ENTER key 6/11/2004 Experion Operator Course EXP10001 R201 37

294 Experion Trends Change the time base for a trend Practice Changing The History Off Set Values Step Action 1 Invoke any of the Trend displays. 2 Select the History offset date field and enter the date for yesterday. 3 Select the time field and enter the time. Use 3:20 pm. Remember the 24-hour clock. Your History offset should look something like the example. 4 Change the Trend Interval to 1-hour averages to be sure that data is available on the training system. 5 Clear the Time offset. Select Delete Enter Note the beginning of the trend at the right is midnight of the day shown in the Date History Offset field. 6 Clear the Date offset. Note the beginning of the trend is now the current date and time and the History offset fields should look like the examples. 38 Experion Operator Course EXP10001 R201 6/11/2004

295 Experion Trends Operate a Trend Performance Review Operate a Trend Performance Review Introduction The following Performance Review will enable you and your course manager to determine if the skills have been mastered. This is an opportunity to go back and cover any skill that you may find difficult to perform. 6/11/2004 Experion Operator Course EXP10001 R201 39

296 Experion Trends Operate a Trend Performance Review Practice Step Action 1 Invoke your 2nd trend. 2 Change the trend type to Single. 3 Which point is being trended? 4 Which pen does it represent? 5 Change the trend type to Multiplot. 6 Adjust the samples to Change the interval to 6-minute Averages. 8 Delete a pen. 9 Add pen from the previous step.. 10 Identify the trended parameter for x_fc Change from % of range to engineering units. 12 Change the trend type to Multirange. 13 Update the trend so that each point s range is correctly shown at the bottom of the Trend display. 14 Change the history offset to yesterday s date and one thirty PM. 15 Activate the hairline function. 16 What is the value and time at the Hairline for the first point on the trend? 17 Use the Zoom feature to magnify a portion of the line plot. 18 Return the display to full scale (1 to 100%). 19 Use the tool bar to call up the Trend list. Select another of your trends from the list. 20 Change the range of the line graph to show 25% to 75% for all points. 21 Use the Page tools on the toolbar to call up your first Trend display. 22 Add a new point to the 7 th pen. Use x_lc14, it belongs to Area T_100x. Select the output for this PIDA control block. 23 Return your 2 nd trend s start time to the current date and time. 24 Display a bar graph trend of the first two points on your first Trend set. 25 Remove the point that you added to the trend x_lc14. The 7 th pen should have two blank fields after you delete the point. 40 Experion Operator Course EXP10001 R201 6/11/2004

297 Topic: Events Contents Obtain historical information...2 Print or display alarm/event summary...3 Print or display a report on request /11/2004 Experion Operator Course EXP10001 R201 1

298 Events Obtain historical information Obtain historical information Introduction In the previous lessons you have learned how to control points, acknowledge alarms, call up the standard displays and trend points. You are ready to learn about Events and how to view them, print them, and add comments to an event. An event is any significant change in the system, and includes alarms and operator actions. Main Idea Event An Event is a significant change in the status of an element of the system such as a point or piece of hardware. Some events may be classified as an alarm. Events can be viewed on displays and included in reports. Event Archiving This is the Experion PKS function that allows you to archive events to a network fileserver, or to tape or other backup medium. Event Summary display example By default, the Event Summary shows a live summary of events. That is, current events in the system database with the newest events at the top. 2 Experion Operator Course EXP10001 R201 6/11/2004

299 Events Print or display alarm/event summary Print or display alarm/event summary Introduction In an earlier lesson you learned about view alarms on the Alarm Summary display. The Events Summary has many of the same viewing tools to help you filter events, sort events and build custom reports. Filtering and sorting depend on security privileges so that you may not be able to manipulate Event Summary viewing. The options that are not available are disabled and appear dimmed. By default, the Event Summary shows a live summary of events, that is, current events in the system database with the newest events at the top. Main Idea You can change how information is displayed in the Event Summary by applying a different view. A view contains the information about filtering and sorting, which event line items are shown, the displayed order, and the space provided for each item. There are two predefined views. These are: All recent events with live update. Shows events as they are occurring. All today's events snapshot. Shows all events that occurred today up until the view was applied. You can: Change or select the date and time Filter the Events Sort the Events Build custom filters using conditions Explanation You can change the Event Summary to show all events for the current day and for each of the last seven days. When you view events for the current day, you can manually update the summary to show events as they are moved to the online archive. 6/11/2004 Experion Operator Course EXP10001 R201 3

300 Events Print or display alarm/event summary Filtering the Event Summary allows you to show events that match the filter criteria and hide events that do not match the filter criteria. For example, you can filter the Event Summary to show events that occurred on a particular day, or you can filter the Event Summary to show events for a particular area only. You can filter the Event Summary by any column in the summary. Sorting allows you to set the order in which events appear in the summary. The sort order can be ascending or descending. For example, you can sort events by date and time in ascending order. This means that events are listed in order with the oldest event listed at the top of the summary. You can apply more than one filter at a time and you can also filter and sort at the same time. When the Event Summary is filtered or sorted, the column by which you are filtering or sorting is highlighted. Considerations You can filter, but you cannot sort the live Event Summary display. 4 Experion Operator Course EXP10001 R201 6/11/2004

301 Events Print or display alarm/event summary To filter the Event Summary Step To filter the events: 1 Call up the Event Summary display 2 Click the column heading you want to filter 3 Select the filter you want to apply. Example Scenario You want to filter the Event Summary so that you see events that occurred yesterday. Solution Call up the Event Summary display. Click the Date column and select Yesterday. The summary changes to show all events that occurred yesterday. The Event Summary changes to show events that occurred yesterday only. To Sort The Event Summary Step To sort the events 1 Call up the Event Summary display 2 Click the column heading you want to sort. Note that you can only sort by Date & Time and Source. 3 Select the sort order. 6/11/2004 Experion Operator Course EXP10001 R201 5

302 Events Print or display alarm/event summary Example Scenario You want to sort the Events Summary so that events are listed in ascending order according to point ID (0-9, A-Z). Solution Step To sort the events in ascending order according to point ID 1 Call up the Event Summary display. 2 Click the Source column. 3 Select Sort Ascending. 4 The Event Summary changes to list events in ascending order according to the point ID. To Remove Filtering And Sorting Click Clear All Filters. 6 Experion Operator Course EXP10001 R201 6/11/2004

303 Events Print or display alarm/event summary Adding Comments to an Event If required, you can add comments to events in the Event Summary. For example, you might need to keep a record of your actions in response to an event. LEARN BY DOING Step Action 1 Call up the Event Summary display 2 Select the event where you want to add a comment. 3 Click (Show Details Pane button). 4 Select the Comments tab. Any existing comments that are added to the event are displayed. 5 Type in your comment and click Save Comments. Adding an Operator Recorded Event If you notice an event (such as a safety issue) that is not recorded by the system, but that you want included in the Event Summary. Experion PKS allows you to manually record that event into the system. Information, such as your user identification, date and time, and event category are automatically stored with the newly created event. For ease in filtering, your comments are generated as a special type of operator-added event that can be selected as a sort criterion when events are displayed. 6/11/2004 Experion Operator Course EXP10001 R201 7

304 Events Print or display alarm/event summary To do this: Manually add an event to the Event Summary Either: Click the Generate Event button on the toolbar, and then enter the comment into the message zone. Click the Generate Event button in the Event Summary display, and then enter your comment into the message zone. Click OK to store the message or Cancel to delete it. If you want stop new events from being added to the display this makes it easier to read if events are occurring in rapid succession change the Date & Time filters from All Recent Events - Live to Today (snapshot). TIP If the point ID or Description has been truncated, move your pointer over the point ID or description to display the full point ID or description. 8 Experion Operator Course EXP10001 R201 6/11/2004

305 Events Print or display alarm/event summary Practice View Events Step Action 1 Click the System Menu button on the Menu bar. 2 Select Events from the summary. 3 Record the number of events shown at the bottom of the display. Matching events 4 Click the Date & Time field to display the options. 5 Select Today (snapshots) to limit the view to current information. Record the number of events shown at the bottom of the display. Matching events The number of events is much smaller when you apply filters. 6 Click the Source and sort the Point ID in ascending order. (A to Z) 7 Select an event that has the CHANGE condition. It is highlighted in blue. 8 Click the Condition field and select an option (for example, Currently Selected). Now you only have Events that are in a CHANGE condition and have occurred today. 9 Clear all the filters. 6/11/2004 Experion Operator Course EXP10001 R201 9

306 Events Print or display alarm/event summary Changing The Display Step Action 1 Select the Column Organizer button on the Event toolbar. 2 Use the scroll bars to locate the Category option and select the checkbox to add it to the Event Summary. 3 Click OK to close the dialog box. 4 Select this new field and display only Process Alarms. 5 Call up the Category dialog box again and add Process Events. 6 Call up the Column Organizer again and move the Category field above the Description. Click Apply to view the change. 7 Close the Column Organizer. Printing The Display Step Action 1 Select the Action target Menubar. Action>Print> 2 The current screen will be printed at the printer that is configured for your Station. 10 Experion Operator Course EXP10001 R201 6/11/2004

307 Events Print or display a report on request Print or display a report on request Introduction What Are Reports Reports extract information from the server database. Reports may be requested and printed on demand, or scheduled to be automatically generated at pre-defined times. Reports can be sent to printers or to Operator Station displays. Experion PKS can produce both. Main Idea Standard Reports, which are preformatted reports provided with Experion PKS, contain information about alarms, events, points, and so on. Custom Reports can contain almost any kind of information stored in the server database. You can either request reports when you need them or schedule Experion PKS to automatically produce reports at pre-defined times. Producing Reports Reports summarize historical information in many useful ways. For example, one report may consist of graphs of system-critical values over the past week, whereas another report may list equipment due for service. All reports need to be requested, either manually or automatically. Requesting a report generates a new version using the latest data. Depending on how a report is configured, printed, or saved, it can be viewed on screen or used by another program. If the report is designed to be viewed on screen, you need to call it up after generating it For Alarm, Event and Message Summaries, you can use the Print As Report feature to produce a printed report containing all, or a range of, the summary information within the display. TIP If you want a printout as a snapshot of what is shown in Station, see Printing Station Information. 6/11/2004 Experion Operator Course EXP10001 R201 11

308 Events Print or display a report on request Explanation Requesting a Report ATTENTION When you request a report, Experion PKS creates a new version using the latest data. For example, if you have a report called Weekly Status Report, you would need to request that report on a weekly basis to ensure that the data is always up-to-date. To Request A Report Step Action 1a 2a Select Action on the Station Menu bar. Select Request Report to see the list of reports and archives. Alternately 1b Click (System Menu button). 2b Select Reports in the System Menu 3 Select the report you want to request. If you want to change the report's default settings, click the Configure button to see the configuration details. Requires access level greater than OPER. 4 Change these as appropriate. 5 Click the Request button to request the report. A Request in progress message appears in the Message zone. The document is sent to the specified output device, either a printer or your screen. 12 Experion Operator Course EXP10001 R201 6/11/2004

309 Events Print or display a report on request Requesting a Report from the Command Zone If you know the number or name of a report or archive, you can request it from the Command zone. (Note: when you request a report this way, the report uses the default settings.) For example, to request report "PA": Step To request a report call PA: 1 Click the Command zone. 2 Type rpt PA and press ENTER. Standard Report Types The following table lists standard report types; however, your system will only have report types that are applicable to your system's needs. Note: Reports marked with an asterisk (*) are only available if your system has the associated option. Report type Alarm and Event Alarm Duration Batch Cross-Reference Free Format Integrated Microsoft Excel* ODBC Data Exchange* Point Attribute Sequence of Events Description Lists the alarms or events that occurred within a specified time period. Lists length of time the specified points were in an alarm condition. Batch reports are used to collect history for a set of points and events for an area for the duration of a production run. Lists where the specified points are used within your system, for example, in custom numbered displays, reports, algorithms and so on. Enables you to request customized reports that have been designed using the Free Format Report Writer option. Enables you to request customized reports that have been designed using Microsoft Excel. Enables you to request customized reports using the ODBC Data Exchange option. Lists all points with specified attributes, such as off scan or alarm inhibited, or those points with the specified state. Lists point parameter changes in values of time. This report is only available for points associated with specific controllers. 6/11/2004 Experion Operator Course EXP10001 R201 13

310 Events Print or display a report on request Practice Requesting And Printing A Report Step Action 1 Call up the System menu. 2 Select Reports from the options. 3 Select a report from the list. The report is displayed on Station. 4 Select Action on the Menubar and then select Print Preview. The report is displayed on your Station and has a toolbar that shows the number of pages for the report. 5 Select Close to exit the Print Preview display. 6 Select Print from the Action options. 7 When the Print popup box is displayed, select the Pages option. 8 Enter 1-3 in the entry box to request the first 3 pages of the report and then click on the Print button. 14 Experion Operator Course EXP10001 R201 6/11/2004

311 Topic: System Alarms Contents Respond to Experion PKS system upsets...2 6/14/2004 Experion Operator Course EXP10001 R201 1

312 System Alarms Respond to Experion PKS system upsets Respond to Experion PKS system upsets Introduction In previous lessons you have learned to operate points, display trends, acknowledge alarms and view events related to the process. It is now time to learn about the hardware and software that is used to communicate with the process. You will learn to identify system upsets and determine what affects they will have on your ability to view and control the process. Main Idea The System Status displays provide detailed status information about your system's hardware components such as printers, controllers and channels. To monitor: Channels Controllers Point Servers System Interfaces Stations Printers A redundant system A distributed server (DSA) system Click View, then System Status, and then the item of interest. Or, Click (System Menu button) and then the button. When a system alarm occurs, the Status line will display that information with the System button. 2 Experion Operator Course EXP10001 R201 6/14/2004

313 System Alarms Respond to Experion PKS system upsets Explanation The Comms button Indicates the status of communication links between the server and other devices (such as channels, controllers, and so on): State Blank Flashing cyan Cyan (not flashing) Description Normal communications. There is at least one unacknowledged communications alarm. There is at least one communications alarm, but they have all been acknowledged. Click the field to call up the System Status displays containing communication-related information. Monitoring Channel Status A channel is a physical communications link, such as a network cable, between the server and one or more controllers. The Channels Status display shows the status of each communications channel, as well as its type. NOTE: Point server channels do not appear in this display. For information about how to monitor communications links for Point server-based interfaces, see the appropriate controller reference. 6/14/2004 Experion Operator Course EXP10001 R201 3

314 System Alarms Respond to Experion PKS system upsets To Call Up The Channels Status Display LEARN BY DOING Step Action 1 Select View 2 Click System Status 3 Select Channels. Alternatively LEARN BY DOING Step Action 1 Click System Status in the System menu. 2 Click Channels in the Navigation Pane. Example of System Status Channels Display 4 Experion Operator Course EXP10001 R201 6/14/2004

315 System Alarms Respond to Experion PKS system upsets Monitoring Controller Status The Controllers Status display shows the status of each controller, as well as its type, and the channel it is on. NOTE: Point server controllers do not appear in this display. For information about how to monitor communications links for point server based interfaces, see the appropriate controller reference. Example of System Status Controllers Display 6/14/2004 Experion Operator Course EXP10001 R201 5