Control & Instrumentation
Control & Instrumentation
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Table of Contents
ISA Symbology................................................................................................................................................19
Symbols...................................................................................................................................................20
Pumps...............................................................................................................................................21
Piping and Connections...................................................................................................................22
Identification Letters...............................................................................................................................23
Tag Numbers...........................................................................................................................................23
ISA Symbology Review............................................................................................................................26
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Table of Contents
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Table of Contents
Multi-Variable / Advanced Control Loops......................................................................................................52
Multivariable Loops.................................................................................................................................52
Feedforward Control...............................................................................................................................53
Feedforward plus Feedback....................................................................................................................54
Cascade Control......................................................................................................................................55
Batch Control...........................................................................................................................................56
Ratio Control...........................................................................................................................................56
Selective Control......................................................................................................................................57
Fuzzy Control...........................................................................................................................................57
Table of Contents
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Introduction
Control in process industries refers to the regulation of all aspects of the process. Precise control of level,
temperature, pressure and flow is important in many process applications. This module introduces you to
control in process industries, explains why control is important, and identifies different ways in which
precise control is ensured.
The following five sections are included in this module:
Q The importance of process control
Q Control theory basics
Q Components of control loops and ISA symbology
Q Controller algorithms and tuning
Q Process control systems
As you proceed through the module, answer the questions in the activities column on the right side of each
page. Also, note the application boxes (double-bordered boxes) located throughout the module. Application
boxes provide key information about how you may use your baseline knowledge in the field. When you see the
workbook exercise graphic at the bottom of a page, go to the workbook to complete the designated exercise
before moving on in the module. Workbook exercises help you measure your progress toward meeting each
sections learning objectives.
PERFORMANCE OBJECTIVE
After completing this module, you will be able to determine needed control loop components in specific
process control applications.
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Introduction
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The Importance of Process
Control
Refining, combining, handling, and otherwise manipulating fluids to profitably produce end products can be
a precise, demanding, and potentially hazardous process. Small changes in a process can have a large impact
on the end result. Variations in proportions, temperature, flow, turbulence, and many other factors must be
carefully and consistently controlled to produce the desired end product with a minimum of raw materials
and energy. Process control technology is the tool that enables manufacturers to keep their operations running
within specified limits and to set more precise limits to maximize profitability, ensure quality and safety.
LEARNING OBJECTIVES
After completing this section, you will be able to:
Q Define process
Q Define process control
Q Describe the importance of process control in terms of variability, efficiency, and safety
Note: To answer the activity questions the Hand Tool (H) should be activated.
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The Importance of Process
Control
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The Importance of Process Control
PROCESS CONTROL
Process control refers to the methods that are used to control
process variables when manufacturing a product. For example,
factors such as the proportion of one ingredient to another, the
temperature of the materials, how well the ingredients are mixed,
and the pressure under which the materials are held can
significantly impact the quality of an end product. Manufacturers 2. Which of these industries are
control the production process for three reasons: examples of the process industry?
Q Reduce variability Select all options that apply.
Q Increase efficiency
Q Ensure safety
1 Pharmaceutical
2 Satellite
Reduce Variability
3 Oil and Gas
Process control can reduce variability in the end product, which 4 Cement
ensures a consistently high-quality product. Manufacturers can also 5 Power
save money by reducing variability. For example, in a gasoline
blending process, as many as 12 or more different components
may be blended to make a specific grade of gasoline. If the refinery
does not have precise control over the flow of the separate
components, the gasoline may get too much of the high-octane
components. As a result, customers would receive a higher grade
and more expensive gasoline than they paid for, and the refinery
would lose money. The opposite situation would be customers
receiving a lower grade at a higher price.
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The Importance of Process Control
Low Variability
PV Setpoint
High Variability
Increase Efficiency
Some processes need to be maintained at a specific point to maximize
efficiency. For example, a control point might be the temperature at
which a chemical reaction takes place. Accurate control of temperature
ensures process efficiency. Manufacturers save money by minimizing
the resources required to produce the end product.
Ensure Safety
A run-away process, such as an out-of-control nuclear or chemical
reaction, may result if manufacturers do not maintain precise control
of all of the processg variables. The consequences of a run-away
process can be catastrophic.
Precise process control may also be required to ensure safety. For
example, maintaining proper boiler pressure by controlling the inflow
of air used in combustion and the outflow of exhaust gases is crucial
in preventing boiler implosions that can clearly threaten the safety of
workers.
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COMPLETE WORKBOOK EXERCISE - THE IMPORTANCE OF PROCESS CONTROL
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Control Theory Basics
This section presents some of the basic concepts of control and provides a foundation from which to
understand more complex control processes and algorithms later described in this module. Common terms and
concepts relating to process control are defined in this section.
LEARNING OBJECTIVES
After completing this section, you will be able to:
Q Define control loop
Q Describe the three tasks necessary for process control to occur:
Measure
Compare
Adjust
Q Define the following terms:
Process variable
Setpoint
Manipulated variable
Measured variable
Error
Offset
Load disturbance
Control algorithm
Q List at least five process variables that are commonly controlled in process measurement industries
Q At a high level, differentiate the following types of control:
Manual versus automatic feedback control
Closed-loop versus open-loop control
Note: To answer the activity questions the Hand Tool (H) should be activated.
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Control Theory Basics
THREE TASKS
Control loops in the process control industry work in the same way,
requiring three tasks to occur:
Q Measurement
Q Comparison
Q Adjustment
In Figure 7.1, a level transmitter (LT) measures the level in the tank
and transmits a signal associated with the level reading to a
controller (LIC). The controller compares the reading to a
predetermined value, in this case, the maximum tank level
established by the plant operator, and finds that the values are
equal. The controller then sends a signal to the device that can bring
the tank level back to a lower levela valve at the bottom of the
tank. The valve opens to let some liquid out of the tank.
Many different instruments and devices may or may not be used in
control loops (e.g., transmitters, sensors, controllers, valves,
pumps), but the three tasks of measurement, comparison, and
adjustment are always present.
LT
Maximum
level
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Control Theory Basics
1 45 ft
2 55 ft
3 5 ft
4 50 ft
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Control Theory Basics
Variables
ERROR
Error is the difference between the measured variable and the
setpoint and can be either positive or negative. In the temperature
control loop example, the error is the difference between the 110 C
measured variable and the 100 C setpointthat is, the error is +10
C.
Magnitude
The magnitude of the error is simply the deviation between the
values of the setpoint and the process variable. The magnitude of
error at any point in time compared to the previous error provides
the basis for determining the change in error. The change in error is
also an important value.
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Control Theory Basics
Rate Of Change
The rate of change is shown by the slope of the error plot.
Magnitude of Error
Duration SP
Components of Error
OFFSET
Offset is a sustained deviation of the process variable from the
setpoint. In the temperature control loop example, if the control
system held the process fluid at 100.5 C consistently, even though
the setpoint is 100 C, then an offset of 0.5 C exists.
LOAD DISTURBANCE
A load disturbance is an undesired change in one of the factors that
can affect the process variable. In the temperature control loop
example, adding cold process fluid to the vessel would be a load
disturbance because it would lower the temperature of the process
fluid.
CONTROL ALGORITHM
Setpoint
A control algorithm is a mathematical expression of a control
Process variable or measured variable
function. Using the temperature
Controller
control loop example, V in the
Manipulated variable
equation below is the fuel valve position, and e is the error. The
relationship in a control algorithm can be expressed as:
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Control Theory Basics
V = f e
Activities
7. Automatic control systems are
The fuel valve position (V) is a function (f) of the sign (positive or control operations that involve
negative) of the error (Figure 7.3). human action to make
adjustment. Is this statement true
or false?
f(e)
Feedback
Algorithm Example
Control algorithms can be used to calculate the requirements of
much more complex control loops than the one described here. In
more complex control loops, questions such as How far should the
valve be opened or closed in response to a given change in
setpoint? and How long should the valve be held in the new
position after the process variable moves back toward setpoint?
need to be answered.
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Process Control Terms
CLOSED AND OPEN CONTROL LOOPS Activities
A closed control loop exists where a process variable is measured,
8. Under what circumstances
compared to a setpoint, and action is taken to correct any deviation does an open control loop
from setpoint. An open control loop exists where the process exist?
variable is not compared, and action is taken not in response to Select all options that apply.
feedback on the condition of the process variable, but is instead
taken without regard to process variable conditions. For example, a 1 Process variable is not measured
water valve may be opened to add cooling water to a process to 2 Process variable is not compared
prevent the process fluid from getting too hot, based on a pre-set
3 Process variable is
time interval, regardless of the actual temperature of the process measured and compared to
fluid. a setpoint
4 Action is taken without
regard to process variable
conditions
5 Action is taken with regard
to process variable conditions
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COMPLETE WORKBOOK EXERCISE - CONTROL THEORY BASICS
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Summing block
Valve position
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Components of Control Loops and
ISA Symbology
This section describes the instruments, technologies, and equipment used to develop and maintain
process control loops. In addition, this section describes how process control equipment is represented in
technical drawings of control loops.
LEARNING OBJECTIVES
After completing this section, you will be able to:
Q Describe the basic function of and, where appropriate, the basic method of operation for the following
control loop components:
Primary element/sensor
Transducer
Converter
Transmitter
Signal
Indicator
Recorder
Controller
Correcting element/final control element
Actuator
Q List examples of each type of control loop component listed above
Q State the advantages of 420 mA current signals when compared with other types of signals
Q List at least three types of final control elements, and for each one:
Provide a brief explanation of its method of operation
Describe its impact on the control loop
List common applications in which it is used
Q Given a piping and instrumentation drawing (P&ID), correctly label the:
Instrument symbols (e.g., control valves, pumps, transmitters)
Location symbols (e.g., local, panel-front)
Signal type symbols (e.g., pneumatic, electrical)
Q Accurately interpret instrument letter designations used on P&IDs
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Components of Control Loops and ISA Symbology
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Components of Control Loops and ISA Symbology
TRANSMITTERS
A transmitter is a device that converts a reading from a
sensor or transducer into a standard signal and transmits that
signal to a monitor or controller. Transmitter types include:
Q Pressure transmitters
4. A transmitter is a device that
Q Flow transmitters
converts a reading from a transducer
Q Temperature transmitters
Q Level transmitters
into a
Q Analytic (O2 [oxygen], CO [carbon monoxide], and pH) standard signal and transmits that signal
transmitters to a monitor or controller. Is this
statement true or false?
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Components of Control Loops and ISA Symbology
Analog Signals
The most common standard electrical signal is the 420 mA current
signal. With this signal, a transmitter sends a small current through
a set of wires. The current signal is a kind of gauge in which
4 mA represents the lowest possible measurement, or zero, and 20
mA represents the highest possible measurement.
For example, imagine a process that must be maintained at 100 C.
An RTD temperature sensor and transmitter are installed in the
process vessel, and the transmitter is set to produce a 4 mA signal
when the process temperature is at 95 C and a 20 mA signal
when the process temperature is at 105 C. The transmitter will
transmit a 12 mA signal when the temperature is at the 100 C
setpoint. As the sensors resistance property changes in
response to changes in temperature, the transmitter outputs a
420 mA signal that is proportionate to the temperature changes.
This signal can be converted to a temperature reading or an
input to a control device, such as a burner fuel valve.
14 Fundamentals of Control
Control Loop Equipment and Technology
Digital Signals
Digital signals are the most recent addition to process control signal
Activities
6. The is a
technology. Digital signals are discrete levels or values that are
human-readable device that
combined in specific ways to represent process variables and also
displays information about
carry other information, such as diagnostic information. The
methodology used to combine the digital signals is referred to as the process or the instrument
protocol. it is connected to.
INDICATORS
While most instruments are connected to a control system, operators
sometimes need to check a measurement on the factory floor at the
measurement point. An indictor makes this reading possible. An 7. Which of the following are
indicator is a human-readable device that displays information about examples of a digital signal?
the process. Indicators may be as simple as a pressure or temperature Select all options that apply.
gauge or more complex, such as a digital read-out device. Some
indicators simply display the measured variable, while others have
control buttons that enable operators to change settings in the field.
1 Profibus
2 4 - 20 mA
3 1-5v
4 Fieldbus
5 3 - 15 psig
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Control Loop Equipment and Technology
RECORDERS Activities
A recorder is a device that records the output of a measurement 8. A recorder is a device that records
devices. Many process manufacturers are required by law to provide the of a
a process history to regulatory agencies, and manufacturers use measurement or control device.
recorders to help meet these regulatory requirements. In addition,
manufacturers often use recorders to gather data for trend analyses.
By recording the readings of critical measurement points and
comparing those readings over time with the results of the process,
the process can be improved.
Different recorders display the data they collect differently. Some
recorders list a set of readings and the times the readings were
taken; others create a chart or graph of the readings. Recorders that
create charts or graphs are called chart recorders.
CONTROLLERS
Transmitter
Single-loop controller Valve
Controllers
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Power supply I/O card
Controller (CPU)
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Components of Control Loops and ISA Symbology
Smart Transmitter
Digital Valve Controller (Smart Positioner) (Provides PID Output)
ACTUATORS
An actuator is the part of a final control device that causes a physical
change in the final control device when signalled to do so. The most
common example of an actuator is a valve actuator, which opens or
closes a valve in response to control signals from a controller.
Actuators are often powered pneumatically, hydraulically, or
electrically. Diaphragms, bellows, springs, gears, hydraulic pilot
valves, pistons, or electric motors are often parts of an actuator system.
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Components of Control Loops and ISA Symbology
ISA Symbology
The Instrumentation, Systems, and Automation Society (ISA) is one
of the leading process control trade and standards organizations. The
Activities
ISA has developed a set of symbols for use in engineering drawings 12.What does the acronym
and designs of control loops (ISA S5.1 instrumentation symbol P&ID stand for?
specification). You should be familiar with ISA symbology so that
you can demonstrate possible process control loop solutions on paper
to your customer. Figure 7.5 shows a control loop using ISA 1 Piping and Instrument Designing
symbology. Drawings of this kind are known as piping and
2 Piping and
instrumentation drawings (P&ID).
Instrumentation Drawing
3 Process Control and
Installation Drawing
4 Proportional, Intergral
and Derivative control
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FIC SP
TIC
123 123
YIC
TY 123
123
TT
123
FT
123
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Components of Control Loops and ISA Symbology
ISA Symbology
SYMBOLS
In a P&ID, a circle represents individual measurement
Activities
13.Which of the following is a symbol
instruments, such as transmitters, sensors, and detectors (Figure of a transmitter in an auxiliary
7.6). location?
LOCATION
1
Control Room Auxiliary Field Not Accessible
Figure 7.6: Discrete Instruments
A single horizontal line running across the center of the shape 2
1
Shared Control/Display Elements
Control Room 4
Auxiliary Field Not Accessible
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Components of Control Loops and ISA Symbology
ISA Symbology
Activities
15.Which of the following is a symbol
of a controller located behind a
panel?
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ISA Symbology
A square with a diamond inside represents PLCs (Figure 7.9).
PLC Types
Activities
16.The symbol displayed below
denotes a PLC in a primary
location.
Is this statement true or false?
Control Room Auxiliary Field Not accessible
PLCs
Two triangles with their apexes contacting each other (a bow tie
shape) represent a valve in the piping. An actuator is always
drawn above the valve (Figure 7.10).
Valves 1
Pumps
2
Directional arrows showing the flow direction represent a pump
(Figure 7.11).
Pumps
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Components of Control Loops and ISA Symbology
ISA Symbology
Piping and Connections
Piping and connections are represented with several different
Activities
symbols (Figure 7.12): 18.The symbols displayed below
Q A heavy solid line represents piping represent a data link and a process
connection.
Q A thin solid line represents process connections to instruments
Is this statement true or false?
(e.g., impulse piping)
Q A dashed line represents electrical signals (e.g., 420 mA
connections)
Q A slashed line represents pneumatic signal tubes
Q A line with circles on it represents data links
Piping
Process connection
Electrical signal
Pneumatic signal
Data link
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Components of Control Loops and ISA Symbology
ISA Symbology
IDENTIFICATION LETTERS Activities
Identification letters on the ISA symbols (e.g., TT for temperature 19.The initial letter on an ISA
transmitter) indicate: symbol indicates the measured
Q The variable being measured (e.g., flow, pressure, temperature) variable. Is this statement true or
Q The devices function (e.g., transmitter, switch, valve, sensor,
false?
indicator)
Q Some modifiers (e.g., high, low, multifunction)
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Components of Control Loops and ISA Symbology
ISA Symbology
A
Measured Variable
Analysis
Modifier Readout
Alarm
Device Function Activities
Modifier
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Components of Control Loops and ISA Symbology
ISA Symbology
ISA SYMBOLOGY REVIEW Activities
Figure 7.14 shows the elements of ISA symbology used in a 21.In Figure 7.14, what kind of
P&ID. signal is transmitted out from
Flow indicating controller that the temperature transmitter?
performs a square root flow
calculation (primary location) Temperature
indicating
controller (field
mounted)
SP 1 Data link
FIC TIC 2 Mechanical
123 123
Data link signal
3 Electrical
signal
Electrical
PLC 4 Pneumatic
signal signal
YIC
TY
123 123
Flow Pneumatic
transmitter Temperature line
computer
TT
FT 123
123
Temperature
transmitter
Impulse
Tubing
Pipe
Pneumatically Electrically
actuated valve actuated valve
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COMPLETE WORKBOOK EXERCISE - COMPONENTS OF CONTROL LOOPS AND
ISA SYMBOLOGY
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Controller Algorithms and Tuning
The previous sections of this module described the purpose of control, defined individual elements within
control loops, and demonstrated the symbology used to represent those elements in an engineering drawing.
The examples of control loops used thus far have been very basic. In practice, control loops can be fairly
complex. The strategies used to hold a process at setpoint are not always simple, and the interaction of
numerous setpoints in an overall process control plan can be subtle and complex. In this section, you will be
introduced to some of the strategies and methods used in complex process control loops.
LEARNING OBJECTIVES
After completing this section, you will be able to:
Q Differentiate between discrete, multistep, and continuous controllers
Q Describe the general goal of controller tuning.
Q Describe the basic mechanism, advantages and disadvantages of the following mode of controller action:
Proportional action
Intergral action
Derivative action
Q Give examples of typical applications or situations in which each mode of controller action would be
used.
Q Identify the basic implementation of P, PI and PID control in the following types of loops:
Pressure loop
Flow loop
Level loop
Temperature loop
Note: To answer the activity questions the Hand Tool (H) should be activated.
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Controller Algorithms and Tuning
Controller Algorithms
The actions of controllers can be divided into groups based upon
the functions of their control mechanism. Each type of contoller has
advantages and disadvantages and will meet the needs of different
Activities
applications. Grouped by control mechanism function, the three 1. Which one of the following is
types of controllers are: an everyday example of a
Q Discrete controllers
discrete controller?
Select the options that apply.
Q Multistep controllers
Q Continuous controllers
1 Refrigerator
2 Electric iron
3 Air conditioner
DISCRETE CONTROLLERS 4 Rice cooker
Discrete controllers are controllers that have only two modes or
positions: on and off. A common example of a discrete controller is
a home hot water heater. When the temperature of the water in the
tank falls below setpoint, the burner turns on. When the water in the
tank reaches setpoint, the burner turns off. Because the water starts
cooling again when the burner turns off, it is only a matter of time
before the cycle begins again. This type of control doesnt actually
hold the variable at setpoint, but keeps the variable within
proximity of setpoint in what is known as a dead zone (Figure
7.15).
Discrete Control
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Dead zone
Control action
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Controller Algorithms and Tuning
Controller Algorithms
MULTISTEP CONTROLLERS
Multistep controllers are controllers that have at least one other
Activities
2. A controller with three or more
possible position in addition to on and off. Multistep controllers
set positions is called a continuous
operate similarly to discrete controllers, but as setpoint is
approached, the multistep controller takes intermediate steps. controller. Is this statement true or
Therefore, the oscillation around setpoint can be less dramatic when false?
multistep controllers are employed than when discrete controllers
are used (Figure 7.16).
Control action
CONTINUOUS CONTROLLERS
Controllers automatically compare the value of the PV to the SP to
determine if an error exists. If there is an error, the controller adjusts
its output according to the parameters that have been set in the
controller. The tuning parameters essentially determine:
How much correction should be made? The magnitude of
the correction( change in controller output) is determined by
the proportional mode of the controller.
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Controller Algorithms
When there is an error, the controller
makes a change in its output. It determines:
How much? Proportional Mode
SP PV Activities
How long? Integral Mode
How fast? Derivative Mode
Setpoint
LIC I/P
PID
Controller
LT
PV
SP
Load
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Controller Algorithms and Tuning
GAIN
Controller tuning is performed to adjust the manner in which a
control valve (or other final control element) responds to a change in
error.
In particular, we are interested in adjusting the gain of the controller
such that a change in controller input will result in a change in
controller output that will, in turn, cause sufficient change in
valve position to eliminate error, but not so great a change as
to cause instability or cycling.
Gain is defined simply as the change in output divided by the change
in input.
Examples:
Change in Input to Controller - 10%
Change in Controller Output - 20%
Gain = 20% / 10% = 2
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Why Controllers Need
Tuning? Activities
Gain Plot - The Figure below is simply another graphical way of
representing the concept of gain.
4. Fast or slow processes have no
Gain Kc = Output % / Input
impact on controller gain settings. Is
% this statement true or false?
100 Gain=2 Gain=1
Output %
50
Gain=0.5
0
0 50 100
Input %
Graphical Representaion of Gain Concept
LT LT
PROPORTIONAL BAND
100
Gain=2 Gain=1
PB=100% Gain=0.5
6. If proportional gain is 0.5, and a
level reading is 5% above setpoint,
Output % a proportional controller will
signal the outflow control valve to
50 open by <1 / 2.5 / 5> % of its full
range.
0
0 50 100 150 200
Input %
Proportional Mode
Controller Output = Input X Gain
Controller Output = 10% X 2 = 20%
Activities
Expressed in Units:
Controller Output Change = (0.2)(12 psi span) = 2.4 psi OR (0.2)
(16 mA span) = 3.2 mA
9
IVP
Activities
8 7. What will be the result if the
7 proportional gain is set too high?
SP
6 Select all options that apply.
%5
4 PV 1 Large offset
3 2 Minimized offset
2 3 Possible cycling
1 PB=10% 4 Stable
0 TIME
loop
0 1 2 3 4 5 6 7 8 9 10
90
80
70
60
PV
% 50
40
30
20
SP
10 Duration
0
0 1 2 3 4 5 6 7 8 9 10
INTEGRAL(RESET)
20 IVP
PB=80%
10
Repeat=2.0 Repeats/min
0 TIME
0 1 2 3 4 5 6 7 8 9 10
Fast Reset Example - In the example the rest is too fast and the PV is
cycling around the SP.
100
90
80
70 SP
60
50
% PV
40
30
IVP
20
PB=80%
10 Repeat=10 Repeats/min
0 TIME
0 1 2 3 4 5 6 7 8 9 10
100
1 Tends to leave an offset
2 Reset windup during shutdown
3 Possible overshoot during start up
4 Can cause cycling in fast
process by amplifying noisy
Output% signals
IVP
ARW
0
INPUT(ERROR)
100
SP
Input %
PV
ARW
0
Shutdown Input(Error) Startup
Reset Windup - Shutdown and Startup
SUMMARY
Integral (Reset) Summary - Output is a repeat of the proportional
action as long as error exists. The units are in terms of repeats per
minute or minutes per repeat.
Advantages - Eliminates error
Disadvantages - Reset windup and possible overshoot
Trailing and Error Tuning - Increase repeats per minute until the
PV cycles following a disturbance, then slow the reset action to a
value that is 1/3 of the initial setting.
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Derivative Mode
DERIVATIVE ACTION Activities
Derivative Mode Basics - Some large and/or slow process do 11. action is a
not respond well to small changes in controller output. For control algorithm that is tied to
example, a large liquid level process or a large thermal the rate of change in the error.
process (a heat exchanger) may react very slowly to a small
change in controller output. To improve response, a large initial
change in controller output may be applied. This action is the role
of the derivative mode.
20
10 SP
0
TIME
0 1 2 3 4 5 6 7 8 9 10
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Derivative Mode
Example - Let's start a closed loop example by looking at a
temperature control system. IN this example, the time scale has
13. The addition of derivative or
been lengthened to help illustrate controller actions in a slow
rate alone to a close loop control can
process.
cause the process variable to match
Assume a proportional band settingof 50%. There is no reset at
the set point. Is this statement true or
this time. The proportional gain of 2 acting on a 10% change in
false?
set pint results in a change in controller output of 20%. Because
temperature is a slow process the setting time after a change in
error is quite long. And, in this example, the PV never becomes
equal to the SP because there is no reset.
Rate Effect - To illustrate the effect of rate action, we will add the
are mode with a setting of 1 minute. Notice the very large controller
output at time 0. The output spike is the result of rate action. Recall
that the change in output due to rate action is a function of the speed
(rate) of change of error, which in a step is nearly infinite. The
addition of rate alone will not cause the process variable to match the
set point.
100
90
80 IVP
70
60 SP
50
40 PV
30
20 PB=50%
10 Reset=0
Rate=0
0 TIME
100 IVP
90
80
70
PV
60 SP
0 100 200 300
50 400
40
30
20 PB=50%
10 Reset=0
Rate=1
min
0
PV
42
No Rate, Small Rate examples, Closed Loop
TIME
Activities
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Derivative Mode
Effect of Fast Rate - Let's now increase the rate setting to 10 minutes.
The controller gain is now much higher. As a result, both the IVP
Activities
(controller output) and the PV are cycling. The point here is that
increasing the rate setting will not cause the PV to settle at the SP.
100 IVP
90
80
70 SP
60
50
40
30 PV
20
PB= 50%
10
Reset=0 Rate= 10 min
0
TI
ME
0 100 200 300 400
P+D, High Rate Setting, Closed Loop Analysis
Need for Reset Action - It is now clear that reset must be added
to bring process variable back to set point.
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Derivative Mode
SUMMARY
Derivative (Rate) Sumary - Rate action is a function of the speed
Activities
of change of the error. The units are minutes. The action is to apply
an immediate response that is equal to the proportional plus reset
action that would have occurred some number of minutes I the
future.
Settings
Large (Minutes) 1.High Gain
2.Large Output Change
3.Possible Cycling
Small (Minutes) 1.Low Gain
2.Small Output Change
3.Stable Loop
Trial-and-Error Tuning
Increase the rate setting until the process cycles following a
disturbance, then reduce the rate setting to one-third of the initial
value.
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Controller Algorithms and Tuning
Controller Algorithms
Proportional, PI, and PID Control
Activities
By using all three control algorithms together, process operators can:
Q Achieve rapid response to major disturbances with derivative
14. What type of control is used
control in an application where noise is
present, but where no offset can
Q Hold the process near setpoint without major fluctuations with
be tolerated?
proportional control
Q Eliminate offset with integral control
Not every process requires a full PID control strategy. If a small offset 1 P only
has no impact on the process, then proportional control alone may be
2 PD
sufficient.
3 PI
PI control is used where no offset can be tolerated, where noise 4 PID
(temporary error readings that do not reflect the true process variable
condition) may be present, and where excessive dead time (time after
a disturbance before control action takes place) is not a problem.
In processes where no offset can be tolerated, no noise is present, and
where dead time is an issue, customers can use full PID control.
Table 7.2 shows common types of control loops and which types of
control algorithms are typically used.
Controlled Proportional
Variable Control PI Control PID Control
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Process Control Loops
In this section, you will learn about how control components and control algorithms are integrated to create a
process control system. Because in some processes many variables must be controlled, and each variable can
have an impact on the entire system, control systems must be designed to respond to disturbances at any point
in the system and to mitigate the effect of those disturbances throughout the system.
LEARNING OBJECTIVES
After completing this section, you will be able to:
Q Explain how a multivariable loop is different from a single loop.
Q Differentiate feedback and feedforward control loops in terms of their operation, design, benefits, and
limitations
Q Perform the following functions for each type of standard process control loop (i.e., pressure, flow, level,
and temperature):
State the type of control typically used and explain why it is used
Identify and describe considerations for equipment selection (e.g., speed, noise)
Identify typical equipment requirements
Diagram the loop using ISA symbology
Q Explain the basic implementation process, including a description of equipment requirements and
considerations, for each of the following types of control:
Cascade control
Batch control
Ratio control
Selective control
Fuzzy control
Q Describe benefits and limitations of each type of control listed above
Q Give examples of process applications in which each type of control described in this section might be
used
Note: To answer the activity questions the Hand Tool (H) should be activated.
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Process Control Loops
Feedback Loop
An everyday example of a feedback loop is the cruise control
system in an automobile. A setpoint is established for speed. When
the car begins to climb a hill, the speed drops below setpoint and
the controller adjusts the throttle to return the cars speed to
setpoint.
Feedback loops are commonly used in the process control industry.
The advantage of a feedback loop is that it directly controls the
desired process variable. The disadvantage to feedback loops is that
the process variable must leave setpoint for action to be taken.
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Controller
Process
Steam valve
Transmitter
A Pressure Loop
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Pneumatic controller
Relief valve
Pressure transmitter
Process
fluid
Fluid pump
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Process Control Loops
A Flow Loop
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49 Fundamentals of Control
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Pneumatic controller
Flow transmitter
Valve
Process
fluid
Fluid pump
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Process Control Loops
A Level Loop
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Fundamentals of Control 50
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Converter
Level controller
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Process Control Loops
A Temperature Loop
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Multi-Variable / Advanced Control Loops
MULTIVARIABLE LOOPS Activities
Multivariable loops are control loops in which a primary controller 6. A multivariable control loop
controls one process variable by sending signals to a controller of a contains a primary and
different loop that impacts the process variable of the primary loop. secondary controller
For example, the primary process variable may be the temperature assigned
of the fluid in a tank that is heated by a steam jacket (a pressurized to different process variables? Is
steam chamber surrounding the tank). To control the primary this statement true or false?
variable (temperature), the primary (master) controller signals the
secondary (slave) controller that is controlling steam pressure. The
primary controller will manipulate the setpoint of the secondary
controller to maintain the setpoint temperature of the primary
process variable (Figure 7.17).
.
Multivariable Loop
When tuning a control loop, it is important to take into account the
presence of multivariable loops. The standard procedure is to tune
the secondary loop before tuning the primary loop because
adjustments to the secondary loop impact the primary loop. Tuning
the primary loop will not impact the secondary loop tuning.
Controller
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Process
Valve
52 Fundamentals of Control
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Feedforward Control
An advantage of feedforward control is that error is prevented, rather
than corrected. However, it is difficult to account for all possible load
disturbances in a system through feedforward control. Factors such as
outside temperature, buildup in pipes, consistency of raw materials,
humidity, and moisture content can all become load disturbances and
cannot always be effectively accounted for in a feedforward system.
In general, feedforward systems should be used in cases where the
controlled variable has the potential of being a major load disturbance
on the process variable ultimately being controlled. The added
complexity and expense of feedforward control may not be equal to
the benefits of increased control in the case of a variable that causes
only a small load disturbance.
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Flow transmitter
Controller Process Control Loops
Cold process
fluid
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Summing controller
Feedback controller
Flow transmitter
Process
fluid Temperature transmitter
Steam valve
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Feedforward controller
CASCADE CONTROL
Cascade control is a control system in which a secondary (slave)
control loop is set up to control a variable that is a major source of
load disturbance for another primary (master) control loop. The
controller of the primary loop determines the setpoint of the summing
contoller in the secondary loop (Figure 7.25).
Cascade Control
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Fundamentals of Control 55
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Process
fluid
Temperature transmitter
Flow transmitter
Valve
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Process Control Loops
RATIO CONTROL
Imagine a process in which an acid must be diluted with water in the
proportion two parts water to one part acid. If a tank has an acid
supply on one side of a mixing vessel and a water supply on the
other, a control system could be developed to control the ratio of
acid to water, even though the water supply itself may not be
controlled. This type of control system is called ratio control (Figure
7.26). Ratio control is used in many applications and involves a
contoller that receives input from a flow measurement device on the
unregulated (wild) flow. The controller performs a ratio calculation
and signals the appropriate setpoint to another controller that sets the
flow of the second fluid so that the proper proportion of the second
fluid can be added.
Ratio control might be used where a continuous process is going on
and an additive is being put into the flow (e.g., chlorination of
water).
Ratio Control
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Process Control Loops
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COMPLETE WORKBOOK EXERCISE - PROCESS CONTROL LOOPS
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Module 7: Workbook Exercises
EXERCISE 7.1 THE IMPORTANCE OF PROCESS CONTROL
1. Which of the following options best represents the reasons to control a process?
(Select three options that apply)
2. Process is defined as the method of changing or refining raw materials to create end
products. Is this statement true or false?
(1) True
(2) False
1. Which of the following tasks is associated with process control? (Select three options
that apply)
(1) Measurement
(2) Comparison
(3) Quality Analysis
(4) Adjustment
(5) Calculation
(1) Pressure
(2) Viscosity
(3) Nitrogen content
(4) Flow rate
(5) Temperature
3. A process liquid level needs to be held within 5 ft of 150 ft in a large tank. A pressure
transmitter monitors the liquids level using a pressure reading and sends the result
to a controller. The controller compares the level reading to the set point and opens
or closes an inflow or outflow pipe depending on the liquid level. Keeping in mind the
given scenario, match the terms in Column A with their values in Column B.
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4. Match each term to its correct definition.
(A) The factor that is changed to keep a measured variable at set point.
(B) An undesired change in a factor that can affect the process variable.
(C) A value or range of values for a process variable that must be maintained to
keep the process running properly.
(D) A control operation that directly involves human action.
(E) A mathematical expression of a control function
(A) An operator turns off the heater coil when the temperature transmitter outputs
a certain reading.
(B) A controller turns off the heater coil at set intervals, regardless of the process
temperature.
(C) A temperature sensor measures process temperature, sends the result to a
controller to compare to the setpoint, and the controller turns off the heater
coil.
(1) Error
(2) Offset
(3) Rate of change
(1) recorder
(2) transmitter
(3) converter
2. 420 mA is the most common standard analog signal used in the process control
industry today. Is this statement true or false?
(1) True
(2) False
(1) an indicator
(2) a volt-meter
(3) an actuator
(1) Recorder
(2) Controller
(3) Final control element
(4) Actuator
6. A pump motor is the most commonly used final control element. Is this statement
true or false?
(1) True
(2) False
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7. Match the ISA symbols in Column A with its respective description in Column B.
2. Identify the two effects on a process variable if the proportional gain (Pgain) is set too
high? (Select all that apply)
3. Derivative gain (Dgain) is typically set to zero in flow applications since flow
applications are usually noisy and derivative control will react to readings that are in
fact noise, thus preventing the process from holding set point. Is this statement true
or false?
(1) True
(2) False
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EXERCISE 7.5 PROCESS CONTROL LOOPS
1. Which control system anticipates load disturbances and controls them before they
can impact the process variable?
2. Match the component label in Column A to its ISA symbol representation in Column
B.
(1) slow
(2) fast
(3) variable speed
1. 1, 3, 5
2. 1
3. 1
1. 1, 2, 4
2. 1, 4, 5
3. D, C, B, A
4. B, E, D, A, C
5. C, A, B
6. 1
7. 2
1. 2
2. 1
3. C, A, B
4. 1
5. C, D, B, A
6. 2
7. B, C, D, A
1. C, A, D, B, E
2. 1, 4
3. 1
1. 3
2. B, C, D, A
3. 1
Module 7: Workbook Exercises - Answers
1. True
2. 1,3,5
3. 1,2,4
1. True
2. True
3. True
4. 4
5. 3
6. False
7. False
8. 2,4
1. 1,2,5
2. False
3. 3
4. True
5. 2,3,4
6. 1
7. 1,4
8. 2
9. 4
10. 3
11. 1
12. 2
13. 1
14. 2
15. 3
16. True
17. 4
18. True
19. True
20. 1
21. 3
Module 7: Activity Answers
1. 1,2,3,4
2. False
3. 2
4. False
5. 1
6. 2.5
7. 2,3
8. 3
9. 2,4
10. 2,3
11. 2
12. 4
13. False
14. 3
1. 4
2. 3
3. False
4. True
5. 1
6. True
7. 2
8. True
9. False
10. 3
11. 4
12. 1
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