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7009 – DeltaV Implementation I Using DeltaV Operate

The document is a training manual for the DeltaV Implementation I course, detailing the DeltaV system architecture, hardware components, and various workshops for practical application. It emphasizes the proprietary nature of the content and the importance of not reproducing or sharing the material without permission. Additionally, it provides contact information for Emerson Automation Solutions' Educational Services for further inquiries and support.

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0% found this document useful (0 votes)
100 views

7009 – DeltaV Implementation I Using DeltaV Operate

The document is a training manual for the DeltaV Implementation I course, detailing the DeltaV system architecture, hardware components, and various workshops for practical application. It emphasizes the proprietary nature of the content and the importance of not reproducing or sharing the material without permission. Additionally, it provides contact information for Emerson Automation Solutions' Educational Services for further inquiries and support.

Uploaded by

engmok92
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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7009 – DeltaV Implementation I

using DeltaV Operate


DeltaV v15.LTS – Revision 1

Prepared by Educational Services Austin, TX USA

This course book is intended for the person assigned to this course and any retransmission, reproduction, or any action take in reliance upon this content is strictly prohibited.
For additional course information concerning this training manual or for information on other training classes, contact:

Emerson Automation Solutions - Educational Services


205 South Center Street
Marshalltown, IA, USA 50158

Telephone 800-338-8158 (inside the US)


641-754-3771 (outside the US)

FAX 641-754-3431

e-mail: [email protected]
Internet: http://www.emerson.com/en-us/automation/services-consulting/educational-services

FisherTM, , FIELDVUE , FloVue , Cavitrol , FISHTAIL , ENVIRO-SEAL , easy-e , Vee-Ball , WhisperFlo , and Whisper Trim are marks owned by Fisher Controls International LLC. All other marks are the property of their respective
owners.
©2024 Emerson All rights reserved. Printed in U.S.A.

While this information is presented in good faith and believed to be accurate, Emerson Automation Solutions - Educational Services does not guarantee satisfactory results from reliance upon such information. Nothing contained herein is to be
construed as a warranty or guarantee, expressed or implied, regarding the performance, merchantability, fitness or any other matter with respect to the products, nor as a recommendation to use any product or process in conflict with any patent.
Emerson Automation Solutions - Educational Services reserves the right, without notice, to alter or improve the designs or specifications of the products described herein.

The training material contained in this manual was developed by Emerson Automation Solutions - Educational Services for their exclusive use. This manual and the material contained herein may not be copied, reproduced, sold, given, or
disclosed to third parties, or otherwise used in whole or in part without the prior written permission of Emerson Automation Solutions - Educational Services. Instructors teaching Emerson Automation Solutions training courses do not have any
proprietary interest in materials or content presented in the training courses.

Emerson Automation Solutions- Educational Services has been approved as an Accredited Provider by the International Association for Continuing Education and Training (IACET), 11130 Sunrise Valley Drive; Suite 350; Reston, VA 20191. As a
result of their Accredited Provider membership status, Educational Services is authorized to offer IACET CEUs for its programs that qualify under the ANSI/IACET Standards.

Neither Emerson, Emerson Automation Solutions, nor any of their affiliated entities assumes responsibility for the selection, use or maintenance of any product. Responsibility for proper selection, use, and maintenance of any product remains
solely with the purchaser and end user.

Emerson Educational Services collects data about learners in order to provide learner educational services. Some data such as student transcript and certificate information is preserved indefinitely. Each learner has a personal username
(learner’s company or in some instances, personal email address) and password. Student data is protected and backed up on redundant servers in large data centers globally by Emerson’s partner vendor, Cornerstone OnDemand. Please
contact Emerson Educational Services via email at [email protected]; or in the United States 1-800-338-8158 or worldwide 1-641-754-3371 if you have questions. Note: your information cannot and will not be shared with others who may
request on your behalf.

This course book is intended for the person assigned to this course and any retransmission, reproduction, or any action take in reliance upon this content is strictly prohibited.
Table of Contents

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Emerson Automation Solutions – Educational Services 7009 – v15.LTS– Rev 1 Copyrighted Material / Duplication Prohibited 3
Table of Contents

This course book is intended for the person assigned to this course and any retransmission, reproduction, or any action take in reliance upon this content is strictly prohibited.
Emerson Automation Solutions – Educational Services 7009 – v15.LTS– Rev 1 Copyrighted Material / Duplication Prohibited 4
Workshops
1. DeltaV Overview
• Identifying the DeltaV Applications 4. Configuring DeltaV Alarms
• Creating LEVEL-101
2. The Simulated Process • Creating LI-101
• Defining Plant Areas • Adding LI-101and LEVEL-101 to Tank101
• Commissioning the Controllers • Adding Alarm Datalinks
• Configuring Traditional DSTs • ALARMS[1] Parameter
• Configuring CHARM DSTs • Optional Workshop – Creating and Viewing
• Downloading Control Network Alarm Help
• Optional Workshop – Unsafe Alarm
3. DeltaV Control Modules • Optional Workshop – Creating TI-101
• Creating Module XV-101
• Creating a New Picture 5. Cold Restart
• Adding a Datalink • Controller Cold Restart
• Creating Text
• AddingThis
a course
Dynamobook is intended for the person assigned to this course and any retransmission, reproduction, or any action take in reliance upon this content is strictly prohibited.

Emerson Automation Solutions – Educational Services 7009 – v15.LTS– Rev 1 Copyrighted Material / Duplication Prohibited 5
Workshops
DeltaV Motor Control ▪ Optional Workshops
• Creating MTR-102 • Create Messages
• Optional Workshop – XV-OPTION • Reset MTR-102’s Lock
• Add Alarm
7. DeltaV Regulatory Control
• Creating FIC-102 9. DeltaV Cascade Control
• Optional Workshop • Creating MTR-203
• Tune FIC-102 • Creating FIC-20X
• Global Color Tables • Theme Colors and Dynamos
• Mode not Normal • Creating LEV2-SIM
• Creating LIC-20X
8. Sequential Function Chart • Adding LIC-20X to Tank201 Display
• Creating STARTUP-T101 • Continuous Historian
• Creating SHUTDOWN-T101

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Emerson Automation Solutions – Educational Services 7009 – v15.LTS– Rev 1 Copyrighted Material / Duplication Prohibited 6
Workshops
• Optional Workshop
• Add Embedded Trend
• Change Color Theme
• Modify FIC-20X Scaling
• Modify Navigation
• Reset Integrator

10. Conditional Alarms


• Generating a Difference Report
• Configuring a Conditional Alarm

11. Equipment Modules (EMs)


• EM Plant Start-up and Shutdown
• Verifying Command Driven Module
• Export
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Emerson Automation Solutions – Educational Services 7009 – v15.LTS– Rev 1 Copyrighted Material / Duplication Prohibited 7
DeltaV Overview
Module 1

This course book is intended for the person assigned to this course and any retransmission, reproduction, or any action take in reliance upon this content is strictly prohibited.
Module Objectives

Define DeltaV System Architecture

Define DeltaV System Capacities

Define DeltaV Hardware Components

Define DeltaV Applications

Identify and launch DeltaV applications

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Emerson Automation Solutions – Educational Services 7009 – v15.LTS– Rev 1 Copyrighted Material / Duplication Prohibited 9
Module Workshops
• Identifying the DeltaV Applications

This course book is intended for the person assigned to this course and any retransmission, reproduction, or any action take in reliance upon this content is strictly prohibited.

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DeltaV System Architecture
A Basic DeltaV Control Network

Workstation Controller
Primary Switch

Secondary Switch
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DeltaV System Architecture
Multiple Nodes

Legend:
Primary Control Network

Secondary Control Network


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DeltaV System Architecture – System Capacities
Multiple Nodes
The previous page illustrates a DeltaV Control Network with 8 nodes.

Maximums:
• 120 – Nodes
• 100 – Controllers / Simplex or Redundant Pairs
• 65 – Workstations
• 30,000 Device Signal Tags (DSTs)
• 25,000 SCADA tags
• 750 max. DSTs per MQ/SQ Controller
• 1500 max. DSTs per MX/SX Controller
• 1536 max. DSTs per SZ Controller
• 1500 max. DSTs per PK Controller*

* PK controller has 4 sizes: 100, 300 and 750.


Note: The MQ/SQ, MS/SX and PK controllers are supported in DeltaV v15.LTS.
Refer to DeltaV Books Online for additional information about the DeltaV system’s capacities.
This course book is intended for the person assigned to this course and any retransmission, reproduction, or any action take in reliance upon this content is strictly prohibited.

Emerson Automation Solutions – Educational Services 7009 – v15.LTS– Rev 1 Copyrighted Material / Duplication Prohibited 13
DeltaV System Architecture
Refer to the DeltaV Books Online for additional information about the DeltaV system architecture.

Installed-base specific and relevant information is also available from the Guardian support website:
https://guardian.emerson.com/

This course book is intended for the person assigned to this course and any retransmission, reproduction, or any action take in reliance upon this content is strictly prohibited.
Emerson Automation Solutions – Educational Services 7009 – v15.LTS– Rev 1 Copyrighted Material / Duplication Prohibited 14
DeltaV M-series Hardware
Controller I/O Hardware Support
• Up to 64 Local I/O Cards

System Power
Supply

8-Wide I/O
Interface
Carrier

Controller
I/O Terminal Blocks

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Emerson Automation Solutions – Educational Services 7009 – v15.LTS– Rev 1 Copyrighted Material / Duplication Prohibited 15
DeltaV M-series Controllers
M-series controllers provide communication and control between the field devices and the other
nodes on the control network.

Controller User DSTs


Model Memory

MQ 48 MB 750

MX 96 MB 1500

MQ Controller (Original Case)


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DeltaV M-series Controllers (Simplex and Redundant Installation)

MX Controller as Simplex MX Controller as Redundant


(Updated case) (Updated case)

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Emerson Automation Solutions – Educational Services 7009 – v15.LTS– Rev 1 Copyrighted Material / Duplication Prohibited 17
DeltaV M-series Traditional I/O
A variety of analog and discrete I/O cards are available to meet system requirements. Several
cards support both simplex and redundant installation.

Refer to the product data sheet for more details:


DeltaV M-series Traditional I/O (emerson.com)

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DeltaV M-series Bussed I/O Cards
DeltaV Bussed I/O cards are available for the M-series I/O.

Bus cards supported include:


• FOUNDATION Fieldbus Interface *
• DeviceNet
• Profibus DP *
• Actuator Sensor Interface (AS-i)
• Serial Interface *

* Indicates which cards can be used for


redundant I/O applications.

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Emerson Automation Solutions – Educational Services 7009 – v15.LTS– Rev 1 Copyrighted Material / Duplication Prohibited 19
DeltaV S-series Hardware
S-series hardware was introduced with DeltaV v11.3.

• Simplified installation with snap-in cards


• Protected cover on the vents allows for
cooling while preventing debris from
falling inside the cards.
• Silver in color

This course book is intended for the person assigned to this course and any retransmission, reproduction, or any action take in reliance upon this content is strictly prohibited.

Emerson Automation Solutions – Educational Services 7009 – v15.LTS– Rev 1 Copyrighted Material / Duplication Prohibited 20
DeltaV S-series Controllers
S-series controllers provide communication and control between the field devices and the other
nodes on the control network.

Controller Model User Memory


SQ 48 MB
SX 96 MB
SZ*

* Designed for DeltaV SIS with Electronic


Marshalling

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Emerson Automation Solutions – Educational Services 7009 – v15.LTS– Rev 1 Copyrighted Material / Duplication Prohibited 21
DeltaV S-series Classic I/O
A variety of analog and discrete I/O cards are available to meet system requirements. Several
cards support both simplex and redundant installation.

Refer to the product data sheet for more details:


DeltaV S-series Traditional I/O (emerson.com)

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Emerson Automation Solutions – Educational Services 7009 – v15.LTS– Rev 1 Copyrighted Material / Duplication Prohibited 22
DeltaV S-series Bussed I/O Cards
DeltaV Bussed I/O cards are available for the S-series I/O.

Bus cards supported include:


• FOUNDATION Fieldbus Interface *
• DeviceNet
• Profibus DP *
• Actuator Sensor Interface (AS-i)
• Serial Interface *

* Indicates which cards can be used for


redundant I/O applications.

This course book is intended for the person assigned to this course and any retransmission, reproduction, or any action take in reliance upon this content is strictly prohibited.

Emerson Automation Solutions – Educational Services 7009 – v15.LTS– Rev 1 Copyrighted Material / Duplication Prohibited 23
DeltaV Ethernet I/O Cards
The Ethernet I/O Card provides an interface to Ethernet
device networks and to devices that use one of the
following protocols:
• Modbus TCP
• Ethernet/IP
• IEC 61850 MMS (Manufacturing Message
Specification)
• OPC UA client
• Ethernet/IP Control Tag Integration

Refer to the product data sheet for more details:


Ethernet I/O Card (EIOC) (emerson.com)

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Emerson Automation Solutions – Educational Services 7009 – v15.LTS– Rev 1 Copyrighted Material / Duplication Prohibited 24
Electronic Marshalling & Wireless Integration

M-series S-series CIOC WIOC

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Traditional Marshalling
Field Devices
HART
Transmitters

Traditional
Junction Box
HART
Positioners
Multi-cores

Level
Switches

Marshalling Solenoid
cabinet valves
Controller
cabinet

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Emerson Automation Solutions – Educational Services 7009 – v15.LTS– Rev 1 Copyrighted Material / Duplication Prohibited 26
Electronic Marshalling
Traditional
Junction Box

Multi-cores
from field

48 or 96 CHARM
I/O Field Enclosure

Controller
cabinet

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Emerson Automation Solutions – Educational Services 7009 – v15.LTS– Rev 1 Copyrighted Material / Duplication Prohibited 27
Electronic Marshalling

CHARM I/O hardware includes:


• CHARM I/O Card (CIOC) and CTLR 1 . . . . . CTLR4
carrier
• CHARMs
• CHARM Baseplates
• CHARM terminal blocks

CHARM I/O
Cards (CIOC)

Characterization
Note: Maximum 16 CIOCs/WIOCs Modules
per controller. (CHARMS)

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Emerson Automation Solutions – Educational Services 7009 – v15.LTS– Rev 1 Copyrighted Material / Duplication Prohibited 28
CHARM Classes and Types
A variety of analog, discrete, and IS CHARMs were introduced in DeltaV v11.3.1.

For a full list, refer to the following product data sheet:


DeltaV Electronic Marshalling (emerson.com)

DeltaV IS Electronic Marshalling:


DeltaV IS Electronic Marshalling (emerson.com)
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Distributed CHARMs
CHARMs I/O Block

Redundant “home
run” fiber or CAT5E
cable

CAT5E

CHARMs I/O gateway


with redundant scanner
modules and redundant
8-port IOPs

Distributed CHARMs places CHARMs closer to field devices especially when equipment is lightly
instrumented.
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Emerson Automation Solutions – Educational Services 7009 – v15.LTS– Rev 1 Copyrighted Material / Duplication Prohibited 30
Distributed CHARMs
The Distributed CHARMs hardware includes:
• The CHARM I/O Gateway
‒ Connected to the CIOC or to a CHARM
baseplate
• The CHARM I/O Block
‒ Convenient rugged housing for easy field
deployment
‒ 8 drops of 12 CHARMs each are supported

CHARM I/O Block

Refer to the product data sheet for more details:


DeltaV Electronic Marshalling with Distributed CHARMs (emerson.com)

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Emerson Automation Solutions – Educational Services 7009 – v15.LTS– Rev 1 Copyrighted Material / Duplication Prohibited 31
DeltaV S-series Wireless I/O Card
The Wireless I/O Card provides redundant communications between controllers and Smart
Wireless Field Links, which communicate to wireless field devices using the self-organizing
network.
CTLR 1 . . . . . CTLR4
Smart Wireless
Wireless I/O Field Links
Cards (WIOC)

Note: 100 Devices per WIOC. 16 CIOCs/WIOCs per controller.


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DeltaV PK Controller (integrated)

Single Controller for any DeltaV I/O type.

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DeltaV PK Controller
• Executes control modules as fast as 25 ms
• Local I/O support:
‒ M-series I/O cards (with the exception of M-series IS I/O cards)
‒ S-series I/O cards
‒ CHARMs I/O
‒ Wireless I/O
‒ M-series Zone 2 Remote I/O
‒ DeltaV SIS

CIOC

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Emerson Automation Solutions – Educational Services 7009 – v15.LTS– Rev 1 Copyrighted Material / Duplication Prohibited 34
DeltaV PK Controller
The DeltaV PK controller makes control of
Ethernet devices easy with built-in Ethernet
ports (on the IOP) and native protocols
supported by the controller – extra cards are
not required.
• I/O through the IOPs (Ethernet I/O Ports)
• Modbus TCP
• Ethernet IP
• OPC UA server

Refer below for more information about the DeltaV PK Controller:


DeltaV PK Controller (emerson.com)

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Emerson Automation Solutions – Educational Services 7009 – v15.LTS– Rev 1 Copyrighted Material / Duplication Prohibited 35
DeltaV Control Network Hardware
Supported network equipment to build the DeltaV network:
• DeltaV Smart Switches (preferred switch)
• DeltaV Unmanaged switches and DeltaV Media Converters
• DeltaV Firewall-IPD
• Specific Cisco switches sold by Emerson (available with an Emerson part number with
licensed/approved firmware)

DeltaV Smart Switches are required for systems with Electronic Marshalling. These switches are
delivered with storm protection and loop prevention enabled by default.

Note: To ensure that you have proper switch configuration and the correct switch software for
your DeltaV system, you should purchase switches through normal Emerson channels.
DeltaV Smart Switches (emerson.com)

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Emerson Automation Solutions – Educational Services 7009 – v15.LTS– Rev 1 Copyrighted Material / Duplication Prohibited 36
DeltaV Control Network – DeltaV Smart Switches
DeltaV Smart Switches offer a variety of environmental, mounting, and sizing options.

FP20
MD20/30
RM100

Gigabit connections are supported only between switches. Connections between controllers and
workstations are 10/100MB.
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Emerson Automation Solutions – Educational Services 7009 – v15.LTS– Rev 1 Copyrighted Material / Duplication Prohibited 37
DeltaV Workstation Types
Workstations are licensed, based on the functionality required, as follows:

• ProfessionalPLUS Station – Configuration, Operation, Diagnostics, DeltaV Configuration


Database node

• Professional Station – Configuration and Operation

• Operator Station – Operation

• Maintenance Station – Diagnostics and AMS Intelligent Device Manager

• Base Station – Select necessary functionality

• Application Station – Run-time database plus user-selected applications. User applications


include DeltaV Batch software or other third-party OPC applications for interfacing to the plant
business systems.

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DeltaV Workstations Capacity Limits
Up to 65 local Workstations
• 1 ProfessionalPLUS Station
• 10 max. Professional Stations
• 59 max. combined Operator, Maintenance, and Base Stations
• 20 max. Application Stations

Remote workstations:
• 122 max. Remote Workstations
─ 7 max. Remote Data Servers (ProfessionalPLUS and 6 Application Stations)
• 15 max. Remote Clients Sessions per Remote Desktop Session Host (ProfessionalPLUS,
Operator, or Base stations)

For additional information on “Capacity Limits for Workstations” refer to DeltaV Books Online.

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Emerson Automation Solutions – Educational Services 7009 – v15.LTS– Rev 1 Copyrighted Material / Duplication Prohibited 39
DeltaV Deployment Options
DeltaV can be deployed in the following ways:

• Physical Workstations/Servers (traditional)


Each DeltaV node is a separate machine

• Virtualized Workstations/Servers
DeltaV nodes are virtual machines running on host servers

• Physical/Virtual combination
Some DeltaV workstations/servers are virtualized, and some are physical machines

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DeltaV Workstation Hardware (Traditional)

Workstation – Dell Server – Dell Single or Dual CPU

Refer to the Product Data Sheet “DeltaV Workstation Hardware” for an updated listing and
specifications of tested and supported Dell hardware.
DeltaV Workstation and Server Hardware (emerson.com)

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DeltaV Workstation Hardware (Traditional)

Workstation Server
DVD-ROM/CD-RW ✓ ✓
Network Interface cards ✓ ✓
USB ports ✓ ✓
Dual/Quad Monitor ✓ 
Redundant Power Supply ✓ ✓
Dell Open Manage  ✓
RAID 10 (Redundant Array of Independent Drives)  ✓

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Virtualized Workstations/Servers

A virtual machine uses an operating system that is not directly accessing hardware
resources to run.

Emerson’s DeltaV Virtualization reduces IT infrastructure with the hyperconverged infrastructure


(HCI). Refer to DeltaV Virtualization for the latest updates:
DeltaV Virtualization (emerson.com)
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DeltaV Common Applications
The DeltaV Workstations usually contain the following:
• DeltaV FlexLock
• DeltaV Operate
• Configuration Software Suite
• Diagnostics

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FlexLock
The FlexLock application provides access
• to multiple environments on a single workstation
• to provide both a secure operating environment and an open engineering environment.

Access to an environment is determined by the current user's privileges.

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DeltaV Operate (Run)

DeltaV Operate (Run) is used by the operator to view and control the process.
Button
Toolbar
Access DeltaV Operate
(Run) by selecting ...

→ All apps
Working
→ DeltaV Operator Area
→ DeltaV Operate Run

Alarm
Banner
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DeltaV Operate (Configure)
DeltaV Operate (Configure) is used to create and edit DeltaV graphics.

Access DeltaV Operate


(Configure) by selecting ...
→ All apps
→ DeltaV Engineering
→ DeltaV Operate Configure

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DeltaV Configuration Software Suite
The DeltaV software applications included in our scope of training are the following:
• DeltaV Explorer
• Control Studio

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DeltaV Explorer
Access DeltaV Explorer by selecting ...

→ All apps
→ DeltaV Engineering
→ DeltaV Explorer

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DeltaV Explorer
DeltaV Explorer is used to view and edit the system’s configuration.

Access buttons

+ and - symbols
Pull-down menus
Use the Explorer’s pull-down menus to perform various DeltaV-related functions or use the
buttons at the top of the DeltaV Explorer window to access other DeltaV programs. Also, use the
plus (+) and minus (–) symbols to expand and collapse the selected item.
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DeltaV Control Studio

Access DeltaV Control Studio by selecting ...

→ All apps
→ DeltaV Engineering
→ Control Studio

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DeltaV Control Studio
A typical DeltaV Control Studio display is shown below.

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DeltaV Diagnostics
Access DeltaV Diagnostics by selecting ...

→ All apps
→ DeltaV Operator
→ Diagnostics

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DeltaV Diagnostics
A typical DeltaV Diagnostics display is shown below.

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Workshop – Identifying the DeltaV Applications

Use the FlexLock Application

Identify and launch DeltaV Explorer

Identify and launch Control Studio

Identify and launch DeltaV Operate

Identify and launch DeltaV Diagnostics

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Workshop – Identify the DeltaV Applications

Step 1. Power up the DeltaV Monitor and Workstation.


Step 2. Logon to Windows using the credentials below:
Username: student
Password: deltav
Step 3. Click OK or press the ENTER key to continue.
Two windows appear: FlexLock and DeltaV Logon.
Note: Bring the DeltaV Logon window to the front, if it’s not already there. Do not select
Windows Desktop until completing the DeltaV log-on.
Step 4. Enter the same Username and Password specified above in the DeltaV Logon window,
then click OK or press the ENTER key.

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Workshop – Identify the DeltaV Applications

Step 5. Left-click on the upper left corner of the FlexLock application. Can you identify the
different FlexLock options?

Step 6. Click Windows Desktop in the FlexLock window.


Step 7. Launch the following DeltaV applications:
• DeltaV Explorer
• Control Studio
• DeltaV Operate
• DeltaV Diagnostics

How many nodes are shown in DeltaV Explorer and in DeltaV Diagnostics?
What is the default picture of DeltaV Operate?
Workshop Complete
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Summary

Define DeltaV System Architecture

Define DeltaV System Capacities

Define DeltaV Hardware Components

Define DeltaV Applications

Identify and launch DeltaV applications

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The Simulated Process
Module 2

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Module Objectives

Define the process to be controlled

Define the characteristics of the various plant areas

Identify, decommission, and commission a controller

Define the characteristics of the Device Signal Tags (DSTs)

Perform a total download

View diagnostics

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Module Workshops
• Defining Plant Areas
• Commission the Controllers
• Configuring Traditional DSTs
• Configuring CHARM DSTs
• Download Control Network

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The Simulated Process – PLANT_AREA_A

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The Simulated Process – PLANT_AREA_B

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Plant Areas
Characteristics of a Plant Area:
• Contains control modules
• Defines user privilege boundaries
• Defines workstation alarms boundaries

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Plant Areas
Workstations can be restricted to control ONLY the areas assigned to its Alarms and Events
subsystem.

To control a plant area from a specific


workstation
‒ User must have ‘operate’ privilege on
that plant area
‒ The area must be assigned to the
workstation’s Alarms and Events
Subsystem

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Workshop – Defining Plant Areas

Locate Control Strategies in DeltaV Explorer

Create new plant areas

Assign PLANT_AREA_A to STUDENTS

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Workshop – Defining Plant Areas

Step 1. From DeltaV Explorer, right-click on Control Strategies and select New Area.

Step 2. AREA1 appears as a highlighted selection in the Contents window. Type the new name
PLANT_AREA_A, then press the ENTER key.
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Workshop – Defining Plant Areas
Step 3. Repeat Steps 1 and 2 to add a new area called PLANT_AREA_B.

Step 4. Assign PLANT_AREA_A to the Alarms and Events of your workstation.

Workshop Complete
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Decommissioned Controllers
Decommissioned controllers are listed in the Contents window of DeltaV Explorer by selecting ...
Physical Network → Decommissioned Nodes

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Decommissioned Controllers
Decommissioned State – Controller(s) are non-active members of a Control Network. For example,
when:
• A new controller is added to the Control Network
• A replacement is installed for an existing controller (any new controller starts in the
decommissioned state)
• A controller is deliberately decommissioned for an extended scheduled shutdown

Decommissioned State Visual Indicators:


Power LED (Green) ON
Error LED (Red) FLASH at one-second interval
Active/Standby LED (Green) OFF
Pri/Sec LEDs (Yellow) FLASH at random

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Identify a Controller
Identify the controller from DeltaV Explorer by selecting ...
(right-click) Decommissioned Controller → (left-click) Properties → Flash lights

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Commissioning a Controller
Commission – The act of making a controller an active member of a DeltaV Control Network.

Drag and Drop

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Commissioning a Controller
The fields in the controller Properties box are:
Name
• A user-defined name
• with a maximum of 16 characters
• contains at least one alpha character
• may also contain $, -, or _
Description
• An optional user description
• no more than 255 characters
• Appears only in DeltaV Explorer
• For information only and not used by the controller.

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Commissioning a Controller
The fields in the controller Properties box are:
Associate Alarms and Events with Area
‒ Define the plant area associated with the controller node
and subordinate field device alarms.
Enable System Hardware Alarms
‒  Enables the controller hardware errors to appear as
alarms.
Enable network redundancy for this node
‒  Enables the secondary control network for the node.

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Commissioning a Controller
The fields in the controller Properties box are:
Show integrity error when not in time sync
‒  Enables an integrity error on this controller when the
time is not synchronized with the master time server
Node is redundant
‒ Field will be grayed out for a simplex controller
‒  Indicates that the controller is redundant

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Auto-Sensing I/O Cards
The last step in commissioning the controller permits you to Auto-sense the I/O cards for the
controller.

Clicking YES causes the controller to scan its I/O sub-system and identify the card types and
carrier slots where the I/O cards are installed.

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Status Indicators
DeltaV Explorer provides visual indicators on the status of nodes and modules.

• Select and right-click the object with the visual indicator


• Select Help from the menu
• Click the status indicators link.
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Status Indicators

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Status Indicators

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Controller Placeholder

In DeltaV Explorer, right-click on a commissioned controller and select Decommission.

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Controller Placeholder

A Warning message may pop-up during decommissioning if Production System Warnings is


enabled in System Preferences.

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Controller Placeholder
After being decommissioned, a controller placeholder remains in the Control Network.
The decommissioned controller will be displayed again in Decommissioned Nodes with the
default naming convention.

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Workshop – Commissioning the Controller

Use the Identify Controller Property

Commission and decommission the Controller

Access the Status indicator information

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Workshop – Commission the Controller

Commission the decommissioned controller CTLR-XXXXXX from DeltaV Explorer by performing


the following tasks:
Step 1. Identify the M- or S-series controller using the Identify State.
Step 2. Commission the M- or S-series controller, name it, give it a description, verify network
redundancy if enabled, and Auto-sense I/O.
Step 3. Access the Status indicators by right-clicking Help on the controller.
Step 4. Identify the controller using the Identify State after being commissioned.
How many nodes are shown in DeltaV Explorer and in DeltaV Diagnostics?

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Workshop – Commission the Controller

Step 5. Decommission the controller.


Can you find where the decommissioned controller goes to?
Step 6. Commission the controller again to the placeholder previously created in Step 2.

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Workshop Complete
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Device Signal Tag (DST) Licensing
DST licensing is based on the number of inputs and outputs as follows:
• Analog Output Card 1 2
• Analog Input Controller AI AO
• Discrete Output CH2 CH2
FIC-102 FT-2 FY-2
• Discrete Input
IO_IN FT-2
IO_OUT FY-2

Each device uses one DST license when:


• wired into a I/O channel
• used in a function block in a control module
• assigned to a controller. FT-2 FY-2

Start with the P&ID and count the number and type of instruments when identifying the required
DST licensing.
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Device Signal Tags (DSTs)
DeltaV Device Signal Tags are:
• Named items which attach an I/O channel to a control module
• Typically named to match an instrument name
• Used to define I/O properties such as
─ Analog In vs. HART
─ DO Latching, Momentary, or Continuous Pulse

Configure channels from the DeltaV Explorer by selecting ...


CTLR → I/O → Card # (CO1) → Channel #(CH01) → Properties
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Configuring Traditional DSTs
The Properties dialog box for the selected channel appears. The box contains fields for the
Description, Channel type, and Device Tag.

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Configuring Traditional DSTs

Channels can also be configured using the I/O Configuration application on the DeltaV Explorer.

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Workshop – Configuring Traditional DSTs

Locate the controller cards in DeltaV Explorer

Enable the channels

Change the Device Tags

Students using Traditional I/O will perform the instructions on the next page.

Students using CHARMs should proceed to the workshop for configuring CHARMS.

Note: If configuring Traditional I/O and CHARMs, DST names cannot be the same.

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Workshop – Configuring Traditional DSTs
Step 1. Configure Channels 1 and 2 on Cards 1 through 4 as follows:

Card Channel Device Tag Channel Type Enabled


C01 CH01 LT-1 Analog Input Channel Checked
C01 CH02 FT-2 Analog Input Channel Checked
C02 CH01 LY-1 Analog Output Channel Checked
C02 CH02 FY-2 Analog Output Channel Checked
C03 CH01 LSO-1 Discrete Input Channel Checked
C03 CH02 XI-2 Discrete Input Channel Checked
C04 CH01 XV-1 Discrete Output Channel Checked
C04 CH02 ZX-2 Discrete Output Channel Checked

Workshop Complete
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Configuring Electronic Marshalling
Commission the CIOC and Auto-sense the CHARMs as shown below:

Drag and Drop

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Configuring CHARM DSTs

Configure CHARM DSTs from DeltaV


Explorer by selecting ...
I/O Network → CIOC → CHARMs →
CHARM # (CHM1-01) → Properties

The dialog box contains fields for


• Description
• Cabling ID
• CHARM class
• CHARM hardware type
• CHARM functionality
• Device Tag

You may also assign the individual CHARM to a specific controller by clicking the Assign Now
button or you can assign all CHARMS under a CIOC to a controller from the CIOC.
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Assigning CHARMS
Assign CHARMs to a controller by dragging and dropping the CIOC onto Assigned I/O under the
controller. The illustration on the right shows the CHARMS after they are assigned to CTLR.

Drag and Drop

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Workshop – Configuring CHARM DSTs

Commission the CIOC in DeltaV Explorer

Enable/Disable the CHARMS

Change the Device Tags of the CHARMS

Assign the CIOC to your controller

Students using CHARMs should perform the workshop on the next page.
Students using Traditional I/O should perform the earlier workshop for Traditional I/O

Note: If configuring Traditional I/O and CHARMs, DST names cannot be the same.

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Workshop – Configuring CHARM DSTs
Step 1. Commission your CIOC and name it.
Step 2. Configure CHARM DSTs as follows:
CHARM CHARM functionality Device Tag Enabled
CHM1-01 Analog Input 4-20mA LT-1 Checked
CHM1-02 Analog Output 4-20mA LY-1 Checked
CHM1-03 Analog Input 4-20mA FT-2 Checked
CHM1-04 Analog Output 4-20mA FY-2 Checked
CHM1-05 Not Used Default Name Unchecked
CHM1-06 Not Used Default Name Unchecked
CHM1-07 Discrete Input LSO-1 Checked
CHM1-08 Discrete Output XV-1 Checked
CHM1-09 Discrete Input XI-2 Checked
CHM1-10 Discrete Output ZX-2 Checked

Step 3. Assign all CHARMs to your M-series or S-series controller.


Workshop Complete
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Downloading DeltaV Configuration
A download transfers Controller configuration, setup data, and cold restart memory from the
configuration database in the ProfessionalPLUS to the controller(s) and/or workstation(s) run-time
database.

Two Main Types of Downloads


• Total/Full Download – Downloads the
entire configuration for the selected
node (controller or workstation).
• Partial Download – Downloads only
specific parts of the configuration; i.e., a
single control module or I/O card.

Important: It may not be desirable to perform a Total/Full Download on a running process.


Please refer to KBAs or Books Online “Downloading Data” for detailed information.
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Downloading DeltaV Configuration
• Indicates that some of the node’s configuration database parameters may not match the
parameters in the node itself.
• Select Download Status > Update to determine:
– If differences exist, a blue triangle appears
– If the parameters match, the triangle disappears

• Indicates that some of the node’s configuration database parameters do not match the
parameters in the node itself.

• Indicates no configuration is present in the node. A total download is required.

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Download Options in DeltaV Explorer
Download Subsets – Configuration data that is not directly related to a control module or card:
• Setup Data
– Includes named sets, parameter security, cold restart information, redundancy information, alarm
preferences and event chronicle definitions.
– Setup data can be downloaded to Controllers and Workstations.
• Changed Setup Data
– Sends only changed setup data items.
• Controller Cold Restart Memory
– Updates the controller’s non-volatile memory so that the Cold Restart download script is valid.
• Re-send Last Known Good Download
– Sends the last successful total download to a node without going to the database.

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Confirm Total Download Window
The Confirmation window appears after a download is selected.

Verify the configuration


option is selected by default

The cautionary note gives you the opportunity to abort the pending download.
You can click ‘Yes’ to continue or ‘No’ to abort the download.
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Downloading Dialog Box
The Downloading Selected Objects dialog box displays the download’s progress.

• Creating Log File


• Performing Upload Checks
• Performing Pre-download Checks
• Performing Dependency Checks
• Verifying Configuration
• Generating
• Downloading
• Updating Download Status

The checkmark beside each item indicates that the function is complete. As a specific
event is processing, it is displayed in bold type. Stippled items are events that do not need
to be performed during the current download.
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Download Complete – Status Indicators

The blue triangles are removed after


the download is complete.

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Workshop – Downloading Control Network

Download the Control Network

Verify the configuration

Check Download Status indicators

Launch DeltaV Diagnostics

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Workshop – Download Control Network

Step 1. Download the Control Network from the DeltaV Explorer by …


(right-click) Control Network → Download→ Control Network.
You must respond to several options while stepping through the download process.

Step 2. On the Confirm dialog box, make sure that Verify the configuration is checked
and then click Yes to continue with the download.
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Workshop – Download Control Network

Step 3. Launch Diagnostics from the DeltaV Explorer by clicking the Diagnostics button
on the toolbar or by selecting ...
Start → All apps → DeltaV Operator → Diagnostics
Step 4. Once Diagnostics has been successfully launched, check out your system.

Workshop Complete
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Summary

Define the process to be controlled

Define the characteristics of the various plant areas

Identify, decommission, and commission a controller

Define the characteristics of the Device Signal Tags (DSTs)

Perform a total download

View diagnostics

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DeltaV Control Modules
Module 3

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Module Objectives
Define DeltaV Control Module Characteristics

Create a Discrete Input control module from a template

Add a Discrete Output function block

Create a Control display (picture)

Create Previous and Next display links

Add Data links to a display (picture)

Add Static Objects/Text

Add a Dynamo
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Module Workshops
• Creating Module XV-101
• Creating a New Picture
• Adding a Datalink
• Creating Text
• Adding a Dynamo

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DeltaV Control Modules
Control Module Characteristics:
• Unique name – 16 characters maximum
alphanumeric, with at least one alpha P Hierarchy Displays
a
• Executes control algorithms
r
• Flexible size a Alarms
• May be independently taken out of service m
• Independent scan rate per module e Conditionals
• References a primary, detail and faceplate t
display e
• Independent function block scan rate, execute r Algorithm Module
block every (1-255) module scan(s) s
• Set function block execution order I/O

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Module Templates
Module Templates may be used as a starting point for creating modules.
Access DeltaV Module Templates by clicking ...
→ → All apps → DeltaV Engineering → DeltaV Explorer → Library → Module Templates

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DeltaV Control Studio
Control Studio is used to define and modify control modules.

Launch Control Studio from DeltaV Explorer by clicking


the Control Studio button.

You can also access DeltaV Control Studio by clicking ...

All Apps → DeltaV → DeltaV Engineering → Control Studio

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DeltaV Control Studio
1. Hierarchy View – Displays the contents of the Function Block diagram or Sequential Function
Chart.

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DeltaV Control Studio
2. Diagram View – The working area where you build control strategies for the control module.

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DeltaV Control Studio
3. Palette View – The window containing different function blocks, parameters, and custom
blocks used to build control strategies for the control module.

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DeltaV Control Studio
4. Parameter View – Displays module-level parameters or function block parameters when a
function block is selected.

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DeltaV Control Studio
5. Alarm View – The area in which pre-defined alarms or user-created alarms are created and
displayed.

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Workshop – Creating Module XV-101

Copy a module template from the library

Define a Discrete Input control module

Add a Discrete Output function block

Define a Discrete Output function block

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Workshop – Creating Module XV-101
XV-101 is the control module that will manipulate the solenoid valve along Tank101’s discharge
line.

CTLR

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Workshop – Creating Module XV-101

Create the new module XV-101 in the following manner:


Step 1. From DeltaV Explorer, select ...
Library → Module Templates → Monitoring
Step 2. Drag and drop the DISCRETE Module Template from the Library to PLANT_AREA_A.
Step 3. Rename the module XV-101.
Step 4. Launch Control Studio by selecting ...
(right-click) XV-101 → Open → Open with Control Studio
Step 5. Double-click on the title bar of Parameter Window (that reads Filtered by).
Step 6. Check Quick Config and Common Configuration.

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Workshop – Creating Module XV-101
Step 7. Modify the Discrete input function block as follows:
Double-click the IO_IN parameter and browse for LSO-1.

Step 8. Enable the discrete Alarm (DISC_ALM) and modify to alarm on a value of 0.
Step 9. Drag and drop a Discrete Output function block from the IO palette.

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Workshop – Creating Module XV-101

Step 10. Double-click the IO_OUT parameter and browse for XV-1.
Step 11. Double-click the Mode parameter and change the Target field from Cascade to Auto.
Step 12. Click the Assign to Node button to assign the control module to your controller.
Step 13. Click the Properties button and select the Displays tab. Type Tank101 in the
Primary Control field.
Step 14. Click the Save button to save the module.
Step 15. Click the Download button to download the module from Control Studio.

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Workshop – Creating Module XV-101

Step 16. Click the On-Line button to open the module in the on-line view.
Step 17. Click on the DO1 function block, then double-click the SP_D parameter and set its
value to 1.
Step 18. Verify that DI1/PV_D changes value to 1.

Workshop Complete
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DeltaV Operate (Run)

DeltaV Operate (Run) is used by the operator to view and control the process.

Click the DeltaV Operate


Run Button

Launch DeltaV Operate (Run) by clicking the Launch DeltaV Operate Run button on
DeltaV Explorer or by selecting ...
→ All apps → DeltaV Operator → DeltaV Operate Run

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DeltaV Operate (Configure)
DeltaV Operate (Configure) is used to create and edit DeltaV graphics.

Click the DeltaV Operate


Configure Button

Open DeltaV Operate (Configure) by clicking the Launch DeltaV Operate Configure button on
DeltaV Explorer or by selecting ...
→ All apps → DeltaV Engineering → DeltaV Operate Configure

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DeltaV Operate (Configure)

Button
Bars

DeltaV
Toolbox

System
Tree

Work
Area

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Creating a New Picture
New Picture from Template

Template Dimension Aspect Ratio


main 1024x768 4:3
Main1280 1280x1024 5:4
Main1680 1680x1050 16:10
Main1920 1920x1080 16:9

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Creating a New Picture

New Picture Objects

Pictures created using


the main template
have objects already
on them.

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Workshop – Creating a New Picture

Create a primary control display using the New Picture from Template
button
Change the background color of the display

Configure the Previous and Next navigation buttons in the display

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Workshop – Creating a New Picture

The following steps you through the creation of operator display Tank101:
Step 1. Launch DeltaV Operate (Run) by clicking the button from the Explorer window.
Step 2. Switch to DeltaV Operate (Configure) by pressing CTRL-W.
Step 3. Select the New Picture button on the DeltaV tool bar. Select the appropriate
template and type Tank101 as the Picture Name. Click OK to continue.

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Workshop – Creating a New Picture

Step 4. Select Edit → Picture from the DeltaV Operate Menu Bar and select a background
color from the color palette in the dialog box.
Step 5. (Select from Color Set: Shades of Silver Theme. Click on the Name tab and then
select Background). Click OK to continue.

Color Sets are provided for utilizing Theme colors:


• Shades of Silver Theme

• Shades of Light Blue Theme

• Shades of Dark Blue Theme

• Shades of Tan Theme

• Shades of Dark Gray Theme

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Workshop – Creating a New Picture
Step 6. Select the text in the middle of the picture and delete it.
Step 7. Double-click the Previous/Next buttons. The Previous/Next Picture dialog box
shown below appears. Click the … button and browse for the following Previous
and Next Picture names:
Previous Picture: Ovw_ref.grf
Next Picture: alarmList.grf

Step 8. Click OK to continue


Step 9. Save Tank101

Workshop Complete
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DeltaV_Toolbox
The DeltaV Toolbox contains everything from simple drawing tools for creating lines, rectangles,
and circles to adding complex trending objects.
It also contains buttons that add datalinks, add text, change colors to objects, and even add
dynamic properties to static objects.

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Theme Color Sets
Each color set contains the colors used in the threshold tables for the associated theme as
well as complementary colors for other display objects.

The colors are named to indicate where they should be used (for example, Background should
be used for the display background color, Main Pipe for pipes, etc.).

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Parameter Path
XV-101/DO1/OUT_D.CV

Module XV-101

Function Block DO1

Parameter OUT_D

Field CV

The parameter path is Data Server.Module/Block/Parameter.Type_Field

For example: DVSYS.XV-101/DO1/OUT_D.F_CV


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Parameter Path
• Data Server – The Workstation’s data server that provides real-time data to DeltaV Operate.
• Control Module – a control algorithm that links conditions, alarms, displays and other
characteristics together for a particular piece of equipment.
• Function Block – contains standard process control algorithms such as PID, Analog Out, or
Analog In. When wired together in an appropriate and logical sequence, multiple function blocks
form a control module.
• Parameter – data transmitted between function blocks for trending, alarming, diagnostics and
advanced process control.
• Type – parameter types are Floating (F) for numbers and ASCII (A) for text. Floating is the
default parameter.
• Field – the most common fields are Current Value (CV) and Status (ST).

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Datalink
Add a datalink to a picture by clicking the Datalink Stamper button
• Source
• Data Entry
– Options: None / In-Place
– Confirm is used to confirm the data write
• Error Configuration
– Use Error Table
– Use Current Output - DO NOT USE!
• Formatting
– Type
– Lines / Characters/Line
– Raw Format
Click the (ellipsis) button next to the Source field on the Datalink dialog to open the
Expression Builder / Browser.
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Expression Builder / Browser
Click the Browse DeltaV Control Parameters button to launch the DeltaV database
browser.

The browser allows you to select the appropriate parameter path to be displayed in the
following format:
Syntax: DVSYS.MODULE/BLOCK/PARAMETER.TYPE_FIELD
Example: DVSYS.XV-101/DO1/SP_D.F_CV
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Expression Builder / Browser

1. Pictures – Browse for information on any open picture (Not recommended)


2. Globals – Browse for information stored in Globals
3. Data Servers – Browse for information available from other configured data servers; for
example, OPC

1 2 3

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Workshop – Adding a Datalink

Practice using Datalink Stamper from the DeltaV_Toolbox

Browse for Parameters

Create datalinks on a primary control display

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Workshop – Adding a Datalink

Step 1. With picture Tank101 open, click the Datalink Stamper button from the
DeltaV_Toolbox.
Step 2. When the Datalink dialog opens, click the ellipsis button to open the Expression
Builder.
Step 3. When the Expression Builder opens, select the DeltaV tab and click Browse DeltaV
Control Parameters to open the browser.

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Workshop – Adding a Datalink

Step 4. Browse to XV-101/DO1/SP_D.F_CV. Click OK to continue. The Datalink dialog returns.


Step 5. In the Data Entry portion of the dialog, change the Type from None to In-Place.
Step 6. Check the format information to make sure the display format is acceptable, then click
OK. The pointer icon changes to a stamper.
Step 7. Move the stamper to the desired position and left-click to place the data link.
Step 8. Add another datalink for XV-101/DI1/PV_D.F_CV. Leave the Data Entry field set to
None.

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Workshop – Adding a Datalink

Step 9. Modify the color of the datalink as necessary from the menu bar by selecting ...
View → Color Selections
Use Shades of Silver Theme – “PV Foreground” for the PV_D datalink
Use Shades of Silver Theme – “Data Values” for the SP_D datalink

Note: You may want to practice creating datalinks on your displays if time permits.

Workshop Complete
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Adding and Modifying Text
Select the Text button from the DeltaV_Toolbox and click on the picture where the text is to
be placed.
Begin typing the text. When done typing, left-click on another object or on an open area of the
picture.

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Adding and Modifying Text
Modify the text using the Property Window

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Modifying Text
Modify the text using the Text Caption Editor.

Text Caption Editor button from the DeltaV_Toolbox.

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Workshop – Creating Text

Practice using the Text button from the DeltaV_Toolbox

Modify text objects using the Text Caption Editor

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Workshop – Creating Text
The following steps add static text to identify your datalinks.

Step 1. Click the Text button on the DeltaV_Toolbox, then click on the picture where the
text is to be placed. Begin typing the text. When done typing, left-click on another
object or on an open area of the picture.

Step 2. Modify the color of the text by clicking the Color button on the DeltaV_Toolbox.

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Workshop – Creating Text
Step 3. Modify the text, as illustrated below, by selecting the text on the picture and then
selecting View → Property Window from the menu bar (or by using the right-click
menu) and changing the window’s Caption property.

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Workshop – Creating Text
Step 4. Another option to modify the text is to click the Text Caption Editor button on
the DeltaV_Toolbox.

Step 5. Select the text to be modified, click the button, modify the selected text, then
click Write Caption.
To modify other text fields, select the field, click Read Caption, make the
modifications and then click Write Caption. Click Close when you are done.

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Workshop – Creating Text
Step 6. To modify the text’s font, select the text, right-click and select Font from
the pop-up menu. The Font dialog box appears.

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Workshop – Creating Text
Step 7. An alternative method of modifying the font settings of multiple text is to
use the font button, .

Workshop Complete
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Dynamos
A Dynamo is a group of objects that represents a
graphic object such as a pump, valve, or transmitter.

Some dynamo objects have dynamic properties built


into them. Dynamos are grouped and stored in dynamo
sets.
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Dynamos

Dynamos with dynamic properties are typically stored in dynamo sets with the Anim suffix, for
example PumpsAnim. Other dynamo sets with dynamic properties have specific purposes as
listed below:
• AGA – AGA function block dynamos
• frsAdvCFncblk – Advanced control function block dynamos
• frsAdvCFunctions_FB – FB function block dynamos, allows referencing any block name
• frsAdvCFunctions_FB_Theme – FB function block dynamos, allows referencing block name
with pre-set color combinations for display consistency
• frsFncblk – Function block dynamos, allows referencing any block name
• frsModGrp – Dynamo to create group displays
• frsModules – Dynamos for various module templates in the DeltaV database

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Dynamos

• frsModules_HighPerf – A set of high-performance dynamos to support ISA's display


optimization recommendations
• frsModules_Theme – Dynamos for various module templates in the DeltaV database with
pre-set color combinations for display consistency
• frsOperatorKeyBoardControls – Dynamos to aid in building the Operator Keyboard screen
• frsPopups – Popup window controls
• frsSFCandPhases – Provide additional information for SFC and PLM modules
• frsSIS – SIS function block dynamos, allows referencing block name
• frsSIS_Theme – SIS function block dynamos, allows referencing block name with pre-set
color combinations for display consistency
• frsValves_Xmit – Various FRSI valves and transmitters

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Workshop – Adding a Dynamo

Identify the Dynamo Sets folder in the System Tree

Add a static dynamo to a primary control display

Open other primary control displays from DeltaV Operate

Verify operation of the datalinks and navigation button

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Workshop – Adding a Dynamo

The following workshop adds a dynamo to your picture.


Step 1. Expand Dynamo Sets in the System Tree. Double-click on
Valves2 to display the valve selections in Valves2.fds.
Step 2. Expand Valves2, select Valve12, and drag it onto the
picture.

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Workshop – Adding a Dynamo

Step 3. Save your picture.


Step 4. Close Tank101 by selecting File → Close
Step 5. Open the Ovw_ref picture, double-click on the navigation arrows and modify Next
Picture to be Tank101.
Step 6. Save Ovw_ref.
Verify the operation of the module XV-101 in the following manner:
Step 7. Close all open pictures and dynamo sets by selecting Window → Close All
Step 8. Launch DeltaV Operate (Run) by selecting Workspace → Switch to Run

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Workshop – Adding a Dynamo

Step 9. Open Tank101 by selecting the Open Main Display button. Scroll down and
select Tank101, then click Enter.
Step 10. Verify that the control module XV-101 is operating properly by clicking the SP datalink
and entering a 1 or 0, then check that the PV matches the value.
Step 11. Verify the alarm on XV-101 when the PV value is 0.
Step 12. Verify Previous and Next Picture navigation.

Workshop Complete
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Summary

Define DeltaV Control Module Characteristics

Create a Discrete Input control module from a template

Add a Discrete Output function block

Create a Control display (picture)

Create Previous and Next display links

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Summary

Add Data links to a display (picture)

Add Static Objects/Text

Add a Dynamo

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Configuring DeltaV Alarms
Module 4

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Module Objectives
Create a control module using Analog Output

Define basic alarm characteristics

Define partial download behavior of parameters and critical block values

Create a control module using Analog Input

Utilize Visibility, Data Entry Experts, and Tank dynamo

Define detailed alarm characteristics

Define Event Chronicle

Optional Topic: Define Alarm Help


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Module Workshops
• Creating LEVEL-101
• Creating LI-101
• Add LI-101and LEVEL-101 to Tank101
• Add Alarm Datalinks
• ALARMS[1] Parameter
• Optional Workshop - Creating and Viewing Alarm Help
• Optional Workshop – Unsafe Alarm
• Optional Workshop – Creating TI-101

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Workshop – Creating LEVEL-101

Create a control module and add an Analog Output Function Block

Define Analog Output Function Block

Add an Input Parameter

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Workshop – Creating LEVEL-101
LEVEL-101 is used solely for simulating level in Tank101.
CTLR

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Workshop – Creating LEVEL-101

Use Control Studio to create a new Analog Output module LEVEL-101 in the following manner:
Step 1. Drag and drop an Analog Output function block from the IO palette.
Step 2. Modify the following parameters:
IO_OUT to LY-1
PV_SCALE to 0-1000 gal
SP_HI_LIM to 1000
SP_LO_LIM to 0
Step 3. Drag and drop an Input Parameter from the Special Items palette and name the
parameter CAS_SP. The parameter type is Floating Point.

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Workshop – Creating LEVEL-101

Step 4. Connect the CAS_SP parameter to CAS_IN on the AO function block.

Step 5. Click the button to assign the module to your controller.

Step 6. Click the button to modify properties and the button to save.

Step 7. Click the button to download the module to the controller.

Workshop Complete
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Parameter Download Behavior
Module Properties also allow you to define the partial download behavior of a module. This
applies to two types of parameters:
• User-defined (CAS_SP in this control module)
• Critical block parameters (MODE.TARGET, PV, SP,SP_WRK, OUT)

A complete table of critical block parameters can be found in BOL by searching the phrase
‘downloading data’.
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Parameter Download Behavior
The table below shows the different value of
CAS_SP and MODE parameters after doing a
Partial Download.

Mode (critical CAS_SP


block value) (user-
Partial Download behavior defined)

Configuration database CAS 0

On-line Value AUTO 555

Preserve critical block values AUTO 0

Preserve user-defined and AUTO 555


critical block values

Use configured values CAS 0

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DeltaV Alarms
A module created from a Module Template may include pre-assigned alarm(s).

Access DeltaV Alarms from the DeltaV Control Studio by selecting ...
File → Open → LI-101 (module name)
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DeltaV Alarms
Right-click a selected function block to assign an alarm.

DeltaV Alarms
– represent a Boolean evaluation of a pre-defined process state
For example, LI-101/AI1/PV > 950
– are specific to a module.
For example,
This course LI-101/HI_ALM.A_CV
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Workshop – Creating LI-101

Create a control module using and Analog Input

Define Analog Alarms

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Workshop – Creating Module LI-101
LI-101 will provide the level indication of Tank101.
CTLR

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Workshop – Creating LI-101

Use Analog Module templates to monitor the Analog Input in the following manner:
Step 1. Using the DeltaV Explorer, drag and drop the Monitoring - ANALOG module
template from the Library to PLANT_AREA_A.
Step 2. Rename the module LI-101.
Step 3. Launch Control Studio and modify the module as follows:
a. Modify IO_IN to use LT-1.
b. Modify OUT_SCALE to 0-1000 gal.
c. Enable the HI_ALM and modify the limit to 950.
d. Enable the LO_ALM and modify the limit to 100.
e. Assign to the controller and modify the Primary Display to TANK101.
f. Save the module.
g. Download the module to the controller.

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Workshop – Adding LI-101 & LEVEL-101 to Tank101

Add a tank Dynamo to a primary control display

Apply Fill Expert to the Tank Dynamo

Verify the Operation of the Analog Modules

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Workshop – Add LI-101 & LEVEL-101 to Tank101

Add LI-101 and LEVEL-101 to the Tank101 display in the following manner:
Step 1. Launch DeltaV Operate (Configure) and open the Tank101 display.
Step 2. Use the datalink stamper to add the datalink LI-101/AI1/PV.F_CV.
Step 3. Add another datalink for LEVEL-101/CAS_SP.F_CV.
Step 4. Leave Data Entry on the Datalink dialog set to None and click OK.
Step 5. Click the Data Entry Expert button in the DeltaV_Toolbox with the new
datalink selected.

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Workshop – Add LI-101and LEVEL-101 to Tank101

Step 6. When the Data Entry Expert dialog


box appears, choose the Numeric/
Alpha tab from the Entry Method
frame, select Numeric Entry, uncheck
Fetch Limits from the Data Source
and set the limits to 0 and 1000. Click
to continue.
Step 7. Modify the color of the datalink as
necessary.

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Workshop – Add LI-101and LEVEL-101 to Tank101

Step 8. Add a Tank from the dynamo set Tanks1.


Step 9. Add a rectangle to the picture by clicking the Rectangle button on the
DeltaV_Toolbox.
Step 10. Right-click on the rectangle and select Color from the pop-up menu, then
choose a foreground / background color.
Step 11. With the rectangle selected, click the Fill Expert button on the
DeltaV_Toolbox.

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Workshop – Add LI-101and LEVEL-101 to Tank101

Step 12. Modify the Data Source to point to the module LI-101 and parameter PV (use the
drop-down arrow to see the link).
Step 13. Check the Vertical Direction and Fetch Limits from Data Source box.

Step 14. Save the picture.

Important: Remember to close all pictures and dynamo sets.


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Workshop – Add LI-101and LEVEL-101 to Tank101

Operate LEVEL-101 and monitor LI-101 in the following manner:


Step 15. Run the DeltaV Operate application.
Step 16. Verify LEVEL-101 output manipulates LI-101 input.

Note: Alarms occurring on LI-101 can be acknowledged by clicking the Acknowledge


button on LI-101’s faceplate.

Workshop Complete
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DeltaV Alarm Priorities
DeltaV Alarm Priorities:
• Indicate the importance of an alarm
• Affect the order alarms appear in the Alarm Banner and the Alarm List pictures in DeltaV
Operate
• Maximum of 12 alarm priority levels, with numeric values ranging from 4 (lowest) to 15
(highest), and a Log-only priority level of 3.

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DeltaV Default Alarm Priorities
CRITICAL (15) WARNING (11) ADVISORY (7)
• Time stamped in the controller
• Included in the list of highest ranked alarms
• One to five, six, or eight alarms appear on the Alarm Banner depending on the
screen resolution
• May cause audible alarm at the Workstation
• Generate alarm records in the Event Chronicle
LOG (3)
• Generate event records in the Event Chronicle

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DeltaV Alarm Ranking
DeltaV Alarms are ranked in the following manner:
• Unacknowledged alarms are ranked higher than acknowledged alarms.

• Alarms with equal acknowledgment status – Active alarms are ranked higher than inactive
alarms.

• Alarms with equal acknowledgement status and active status – alarms with higher Priority
(numeric) values are ranked higher.

• Alarms with equal acknowledgement status, active status and priority value – NEWER
alarms (i.e., alarms with more recent time stamps) are ranked higher than OLDER alarms.

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DeltaV Alarm Summary

DeltaV Operate provides an Alarm List Display consisting of an ActiveX object called an Alarm
Summary. The Alarm List Display is accessed by clicking the icon.

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DeltaV Alarm Summary
The following are valid Alarm Summary Columns which may appear in the DeltaV Alarm List:
• Ack
• Area
• Time In
• Category
• Unit
• Classification
• Module/Param
• Module
• Description
• Node
• Alarm
• Param
• Help
• Part of
• Message
• Time Last
• Priority
• Zone

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DeltaV Alarm Priorities
Access the DeltaV Alarm Priorities definition from the DeltaV Explorer by selecting …
System Configuration → Setup → Alarm Preferences → Alarm Priorities →
Right click (e.g., Advisory) → Properties

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DeltaV Alarm Priorities
The Alarm Priorities Properties dialog box defines
the Alarm Priority:
• Description
• Value
• Auto Acknowledge New Alarms
• Auto Acknowledge When Inactive
• Alarm Banner Shows:
─ Not Hidden
─ Module
─ Unit/Equipment Module
• Wave File
• Suppressed sound for acknowledged alarms
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DeltaV Alarm Types
Access the DeltaV Alarm Types definition from the DeltaV Explorer by selecting …
System Configuration → Setup → Alarm Preferences → Alarm Types → Alarm Type
(e.g. High Alarm) → Properties

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DeltaV Alarm Type
The Alarm Types Properties dialog box defines
alarm characteristics by alarm type:
• Description
• Alarm Type
• Alarm Word
• Category
• Message
• Optional Alarm Message Parameters
─ Parameter 1
─ Parameter 2

A maximum of 255 alarm types may be added and defined.


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DeltaV Alarm Types
Alarm Type Properties define each alarm’s individual characteristics.

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DeltaV Alarm Types
Advanced Alarm Properties:
• Alarm Message – Parameter 1 (%P1) and
Parameter 2 (%P2) are established when
an Alarm is associated with an alarm on a
function block.
• Alarm shelving Timeout – a value greater
than 0 allows temporary operator
suppression with reason entry and
recording

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DeltaV Alarm Types

DeltaV Alarm Types F_Float DeltaV Alarm Types F_Float

Discrete Device 1 Change From Normal 11


Communication Error 2 Change of State 12
Open Circuit Detected 3 High High Alarm 13
General I/O Failure 4 Low Low Alarm 14
Floating Point Error 5 Rate of Change 15
Over Range 6 High Alarm 16
Under Range 7 Low Alarm 17
Statistical Error 8 Deviation Alarm 18
New Alarm 9 Adapt Alarm Active 254
Any Alarm 10 Inspect Limit Active 255

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DeltaV Alarm Parameter Fields
Display example: Module/Alarm.Format_Field (ex. LI-101/HI_ALM.A_CV)

Field R/W A_ASCII F_FLOAT


CUALM Current Alarm R OK/HIGH 0/16
LAALM Latched Alarm R OK/HIGH 0/16
CV Same as LAALM R OK/HIGH 0/16
NALM New Unacknowledged R/W NO/YES 0/1
PRI Priority R/W CRITICAL . . . LOG 15 . . . 3
ENAB Enabled R/W NO/YES 0/1

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ALARM_HYS = 0
DeltaV Alarm Parameter Fields
Sample graph of different Alarm Fields

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Workshop – Adding Alarm Datalinks

Add Alarm Datalinks to Tank101 display

Verify Alarm functionality in DeltaV Operate

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Workshop – Add Alarm Datalinks

Step 1. Launch the DeltaV Operate (Configure) application and open the Tank101
display.
Step 2. Add the following datalinks:
LI-101/HI_ALM.A_CV
LI-101/LO_ALM.A_CV
Step 3. Save and close the display.

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Workshop – Add Alarm Datalinks

Operate LEVEL-101 and monitor LI-101 in the following manner:


Step 4. Run the DeltaV Operate application.
Step 5. Verify that LI-101’s HIGH and LOW alarms function properly.

Note: Now that alarm data links have been added to the display, the alarms can be
acknowledged by selecting the Acknowledge button on the alarm banner.

Workshop Complete
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ALARMS[1]-[5] Parameter
The ALARMS[1] parameter will display the Field A_(ASCII) F_(FLOAT)
highest ranked alarm that is active for a given LAALM OK 0
module. LOW 17
For example: HIGH 16
LI-101/ALARMS[1].A_LAALM CUALM OK 0
LOW 17
Note: This parameter cannot be browsed. HIGH 16
NALM NO 0
YES 1
PRI CRITICAL 15
WARNING 11
ADVISORY 7

Refer to Help on Display Parameters when adding data links for a more complete list of
parameters.
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ALARMS[1]-[5] Parameter

The field ATTR displays the


alarm name.

LI-101/ALARMS[1].A_ATTR
LI-101/ALARMS[2].A_ATTR

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Workstation Alarm Consolidation Example
Each workstation maintains a prioritized list of 250 alarms for the currently logged on user.
This is available in DeltaV Operate via the THISUSER workstation parameter.

Alarms displayed in the alarm banner is based on:


• Plant Area configured as part of this workstation’s Alarms and Events Subsystem
• Plant Area where current user has write privileges

For example:
• Areas in this node’s Alarms and Events subsystem A B C D
• Areas in which user has write privileges CDEF
• Areas in which alarms are consolidated CD

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Workstation Alarm Consolidation Example
Which module alarms will show up for the user if logged on to PPN?

User

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Alarms by Plant Area
Alarms, grouped by plant area, exhibit the following:
• Every Alarm parameter is part of a module
• Every Module is assigned to a Plant Area
• Each Workstation informs each controller of the list of Plant Areas in which it is listening
for alarms
• Every state change detected in an alarm parameter generates an event occurrence
record which is sent to Workstations which are listening for alarms in that specific plant
area
• Workstations maintain a list of active alarms, ordered by importance, from the event
occurrence records they receive

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DeltaV Event Chronicle
The Event Chronicle is a journal of system, process, and user events associated with a
workstation and its associated areas.

Access the DeltaV Event Chronicle by selecting the Process History View button in
DeltaV Operate or by selecting ...
→ All apps → DeltaV Operator → Process History View → Event

Time stamped in
the controller
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DeltaV Event Chronicle
• Enable Event Chronicle
• System SOE Collector
• Name
• Description

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Workshop – ALARMS[1] Parameter

Replace the Alarms datalinks with ALARMS[1] parameter

Add visibility expert to the ALARMS[1] Datalink

Verify the operations of the Alarms

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Workshop – ALARMS[1] Parameter

Step 1. Launch the DeltaV Operate (Configure) application and open the Tank101 display.
Step 2. Delete the HI_ALM and LO_ALM data links on the display.
Step 3. Add the Data Link LI-101/ALARMS[1].A_LAALM.
Step 4. Select the alarm datalink and click the Visibility Expert button on the
DeltaV_Toolbox.
Note: Experts simplify the task of adding animation to an object.
Step 5. Set the Data Source to LI-101/ALARMS[1].F_LAALM
Step 6. Set the condition so that the datalink is visible only when an alarm is active (value is
greater than 0).
Step 7. Close all dialogs and return to the picture.
Step 8. Save the Tank101 display.

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Workshop – ALARMS[1] Parameter

Operate LEVEL-101 and monitor LI-101 in the following manner:


Step 9. Run the DeltaV Operate application.
Step 10. Verify that LI-101/ALARMS[1].A_LAALM functions properly.
Step 11. Verify that the Event Chronicle is logging alarms and events.

Workshop Complete
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Optional – Alarm Help
Alarm help provides in-context operator alarm help to assist the operator in
responding to alarms more effectively.

Common objectives for using alarm help are:


• Operator response tool
• Operator knowledge capture system

ISA 18.2 requirements include:


• Master alarm database
• Local alarm response policy

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Alarm Help Access
Alarm help can be accessed multiple ways as shown. The information button also
opens alarm help if Alarm Help Direct Access is enabled .

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Modify Alarm Help
Alarm help can be modified if the user has the Edit and Download function privilege. The
modifications saved to alarm help in the operator interface are written to the configuration
database and require a subsequent download.

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Configure Alarm Help
Alarm help can be configured from the DeltaV Explorer or Control Studio. Checking the
Enable alarm help box enables alarm help and displays the Alarm Help tab.

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Alarm Help – Text fields
Three text fields allow you to enter up to 500 characters each.

Text 1

Text 2

Text 3

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Alarm Help – Named Sets
Default named sets allow you to modify the dialog descriptions. You can add up to 255 names
to a named set.

dv_alm_ttr
10 Less than 10 minutes
30 Less than 30 minutes
dv_alm_help_text 255 No limit on time to
1 Recommended action respond
2 Probable cause
3 Design information

dv_alm_coi
0 Undetermined
1 Minor
2 Serious
3 Severe

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Optional Workshop – Creating & Viewing Alarm Help

Modify process alarm properties

Modify, enable, and download Alarm Help using DeltaV Explorer

Modify and download Alarm Help using DeltaV Operate

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Optional Workshop – Creating & Viewing Alarm Help

Step 1. Expand PLANT_AREA_A and select LI-101 in the DeltaV Explorer.


Step 2. Right-click HI_ALM and select Properties.
Step 3. Modify HI_ALM as indicated below:
General Tab
Functional Classification Environmental Protection
 Enable alarm help
Alarm Help Tab
Recommended Action Set LEVEL-101/SP < HI_ALM limit
Time to respond Less than 10 minutes
Consequence Serious
Step 4. Click OK.

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Optional Workshop – Creating & Viewing Alarm Help

Step 5. Download LI-101.

Step 6. Download Alarm Help under your Workstation.

View Alarm Help in the following manner:

Step 7. Run the DeltaV Operate application.

Step 8. Adjust LI-101/SP greater than the HI_ALM limit.

Step 9. Click LI-101 in the alarm banner.

Step 10. Click Alarm Help on the faceplate of LI-101.

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Optional Workshop – Creating & Viewing Alarm Help

Modify Alarm Help in DeltaV Operate in the following manner:


Step 11. Click the modify Alarm Help button on the Alarm Help faceplate.
Step 12. Add your own text to Probable Cause and Design Information.
Step 13. Click the Save button.
Step 14. Click the Download button.
Step 15. Verify your new text has been added to the Alarm Help faceplate.

Workshop Complete
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Optional Workshop – Unsafe Practice Alarm

Create a new Alarm Type

Create a Custom Alarm

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Optional Workshop – Unsafe Practice Alarm
Create a custom alarm with an advisory priority and an alarm word of Unsafe Practice. The
alarm will advise the operator of impending danger if LI-101 is greater than 900 gallons and
XV-101 is closed for more than 20 seconds.

Hints:
1. Create a new alarm type
2. Use a condition block
3. Right-click the alarm area in LI-101 to
create a custom alarm

Operate View

Process History View

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Optional Workshop – Creating TI-101

CTLR

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Optional Workshop – Creating TI-101
Scenario: The temperature in the tank needs to be monitored between 0-100°F. The operator
needs to be alerted if the temperature goes above 80°F so that corrective actions can be taken.

Hints:
1. Enable C01CH05 or CHM1-05 as TT-1.
2. Copy a module template from the library.
3. Define an Analog Input control module.
4. Update the process display to include the alarm information for TI-101.
5. Test the process and trip the high alarm.

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Summary

Define basic alarm characteristics

Create a control module using Analog Output

Define partial download behavior of parameters and critical block values

Create a control module using Analog Input

Utilize Visibility, Data Entry Experts, and Tank dynamo

This course book is intended for the person assigned to this course and any retransmission, reproduction, or any action take in reliance upon this content is strictly prohibited.
Summary

Define detailed alarm characteristics

Define Event Chronicle

Define Alarm Help

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Cold Restart
Module 5

This course book is intended for the person assigned to this course and any retransmission, reproduction, or any action take in reliance upon this content is strictly prohibited.
Module Objectives

Define Cold Restart

Define Restore Parameter Value after Restart option

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Module Workshop
• Controller Cold Restart

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Cold Restart
Cold restart ensures that in case of power failure, the controller will restart without manual
intervention and without any other device present on the network.

Enable cold restart in a controller by selecting ... CTLR → Properties → Controller tab
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Cold Restart
In the event of a power failure, the controller can download itself using the
configuration data in its cold restart memory.
The options are:
• Always Disabled
• Always Enabled (maximum time)
• Enabled Within A Time Limit
─ Days (0 to 30)
─ Hours (0 to 23)
─ Minutes (0 to 59)

Commissioning and downloading procedures are automatically executed if power returns


to the controller in less than or equal to the cold restart time.
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Cold Restart
It is further recommended that a UPS be installed between the AC distribution (source) and the
System Power Supply for the controller(s) to ensure controller operations during short
interruptions of plant power.

Refer to Books Online for additional information about Cold Restart.

Search for Preserving Configuration During Power Loss.

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Restore Parameter Value After Restart

Enabling the parameter’s Restore parameter value after restart and the module-level Restore
parameter values after restart will restore the current operating value (stored in NVM) after a
Cold Restart.

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Restore Parameter Value After Restart
In addition, function block parameters that support the restore feature do so automatically if the
associated module is enabled to support the feature.

Analog Output (AO)


BAD_MASK SHED_TIME
CAS_IN SIMULATE(2)
IO_OPTS SP_HI_LIM

PV_SCALE(1) SP_LO_LIM
RCAS_IN SP_RATE_DN
SHED_OPT SP_RATE_UP

XD_SCALE(1)

A complete table of function block parameters that support the Restore parameter values feature
can be found in BOL by searching the phrase Function block parameters with values which
can be restored.
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Workshop – Controller Cold Restart

Enable Cold Restart to a controller

Identify the different options related to Cold Restart

Remove and reconnect power to a controller

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Workshop – Controller Cold Restart

Step 1. Set Cold Restart to 5 minutes for your selected controller(s).


Step 2. Download the Changed Setup Data for the controller(s).
Note: If your DeltaV system has redundant controllers, remove power from the Active and
Standby controllers for this Workshop.
Step 3. Remove power from the controller. Reconnect it after 45 seconds.
Question: What visual indications do you see in DeltaV Explorer/Diagnostics?
Question: Will the controller come back up commissioned?
Why or why not?
Question: Will it come back configured? What is the online value of CAS_SP?

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Workshop – Controller Cold Restart

Step 4. Enable the Restore parameter values after


restart in the Level-101 module properties.
Step 5. Enable the Restore parameter value after
restart for CAS_SP parameter in the LEVEL-
101 module.

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Workshop – Controller Cold Restart

Step 6. Download the module without uploading any parameters.


Step 7. Change the on-line value of CAS_SP to 550.
Step 8. Remove the power from the controller and reconnect after 30 seconds.
Question: What happened to the real time value of CAS_SP?
Question: What would happen if power does not get restored to
your controller after the configured time limit?

Workshop Complete
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Summary

Define Cold Restart

Define Restore Parameter Value after Restart option

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DeltaV Motor Control
Module 6

This course book is intended for the person assigned to this course and any retransmission, reproduction, or any action take in reliance upon this content is strictly prohibited.
Module Objectives

Identify the appropriate module template for motor control

Define state masks

Define named sets

Define device options

Define condition expressions

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Module Workshops
• Creating MTR-102
• Optional Workshop – XV-OPTION

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Motor Control Module Templates
Motor control is commonly used in the field. Hence, there are pre-configured templates available
in the library.
Access the two-state motor templates in DeltaV Explorer by selecting ...
Library → Module Templates → Motors-2State

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Device Control Function Block
The driving force behind motor control is the Device Control block (DC).

The parameter window for the DC block,


shown on the right, displays the
common configuration parameters.

STATE_MASKS is one of the DC block parameters that must be configured to achieve the
desired device control action.
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Device Control Function Block
The STATE_MASKS Properties dialog box can be modified to meet specific operating
requirements. The DC Block writes DO signals according to the STATE_MASKS configuration.

Empty = 0 value on I/O channel

Check mark = 1 value on I/O channel

The Value is not used

Grayed out = not available

• Passive = 0 in named set


• Active1 = 1 in named set

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Named Sets
Named Sets are a collection of strings called Named States with equivalent integer values from
0 to 255. The Properties for the mtr2-sp named set are shown here.

Access the Named Set Properties: mtr2-sp dialog box from DeltaV Explorer by selecting ...
Setup → Named Sets
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Named Sets
The SP_D Properties for the DC block allows you to browse for the available named sets. The
names in the named set become the setpoint names for your DC block.

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DC Block – Device Options
The DEVICE_OPTS Properties dialog box allows you
to select DC logic options to satisfy the process
control strategy and the operation’s safety
requirements.

• Passive on Active Timeout


• Passive when Confirmed
• Trip.
• Reset Required
• Permissive
• SP Track
• Interlock

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DC Block – Interlocking
Interlocking is provided using Condition blocks that evaluate an expression. The OUT_D
changes to 1 when the expression is True.

The Boolean Fan Input (BFI) block provides a first-out trap for operator indication and the OR
block provides operator indication of bypassed conditions.
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Workshop – Creating MTR-102

Create the motor control module MTR-102 using module template

Define interlocks

Display a pump dynamo

Use the Faceplate Expert

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Workshop – Creating MTR-102
MTR-102 will be used to start or stop the discharge pump.
CTLR

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Workshop – Creating MTR-102

Create motor control module MTR-102 in the following manner:


Step 1. From the DeltaV Explorer, drag and drop the MTR-11_ILOCK template from the
Library to PLANT_AREA_A.
Step 2. Rename the module MTR-102.
Step 3. Launch Control Studio and modify the DC block parameters as shown:
(a) I/O: IO_IN_1 XI-2 (C03CH02 or CHM1-09)
IO_OUT_1 ZX-2 (C04CH02 or CHM1-10)

(b) DEVICE_OPTS:

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Workshop – Creating MTR-102

Step 4. Provide Permissive and Interlock conditions.


Block DESC Time Duration Expression
CND1 XV-101 is closed ‘//XV-101/DI1/PV_D.CV’=0
CND2 Tank101 level is <50 4 Secs ‘//LI-101/AI1/PV.CV’<50
Step 5. Assign the module to the controller .
Step 6. Select the button and modify module properties primary display to Tank101 and
modify Detail to match the number of configured Condition blocks.
Step 7. Select the button to save and the button to download the module.

Note: Search Books Online for “Using Profibus DP, DeviceNet, and AS-Interface with DeltaV
Functions Blocks” for special considerations with the DC block.

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Workshop – Creating MTR-102
Modify the operator display by adding motor control module MTR-102 to the Tank101 display in
the following manner:
Step 8. Launch the DeltaV Operate (Configure) application and open the Tank101 display.
Step 9. Add the alarm datalink below with a visibility animation:
MTR-102/ALARMS[1].A_LAALM (Visible only when an alarm is active)
Step 10. Add the dynamo PumpAnimC1 from Dynamo set PumpsAnim.

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Workshop – Creating MTR-102
Step 11. Animate the pump’s color by checking  Animate Pump Color or clicking the Color
button on the Pump Dynamo dialog box. The Color By dialog box appears.

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Workshop – Creating MTR-102

Step 12. Enter the following parameters in the Color By dialog box shown above.
Data Source: MTR-102/DC1/PV_D.F_CV
Color By: Current Value
Color Threshold: Exact Match
Value: 0 Color: Shades of Silver Theme – Blank1
Value: 1 Color: Shades of Silver Theme – UDF112
Step 13. With the Pump dynamo selected, click on the faceplate expert button from the DeltaV
Toolbox.

Step 14. Set the MODULE to DVSYS.MTR-102 and click OK.


Step 15. Save the display.

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Workshop – Creating MTR-102

Verify the operation of motor control module MTR-102 in the following manner:
Step 16. Run the DeltaV Operate application.
Step 17. Energize (open) XV-101.
Step 18. Fill Tank101 to 500 gallons.
Step 19. Verify that motor control module MTR-102 is operating properly by manipulating the
SP_D.
Step 20. De-energize (close) XV-101 and verify that the interlock occurs.
Step 21. Adjust Tank101’s level to 10 gallons and verify that the interlock occurs.

Workshop Complete.
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Optional Workshop – XV-OPTION

Create a new module called XV-OPTION

Use a module template with Device Control block

Create new Named Sets

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Optional Workshop – XV-OPTION
Create a new module named XV-OPTION. This valve will be controlled with a Device Control
block. The process engineer has requested that the Setpoint names should be Flush(1) and
Hold(0). The Process Variable names should be Flushing(1) and Holding(0).
Hints:
DeltaV Operate View
1. Module Templates (ex. VLVNC-11)
2. New Named Sets
- must have 4 names;
- copy/paste existing named sets
3. If using CHARMs, simulate the I/O,
or use the I/O channels shown below.

XV-OPTION
Card 4 Channel 4

Card 3 Channel 4

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Summary

Identify the appropriate module template for motor control

Define state masks

Define named sets

Define device options

Define condition expressions

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DeltaV Regulatory Control
Module 7

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Module Objectives

Determine DST license requirements

Define Modes and Fields

Define a Regulatory Control module using the PID_LOOP template

Uploading parameters

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Module Workshops
• Creating FIC-102

▪ Optional Workshops
• Tune FIC-102
• Global Color Tables
• Mode not Normal

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DeltaV DST Licensing Requirements
DST licensing is based on the number of inputs and outputs:
• Analog Output
• Analog Input
• Discrete Output
• Discrete Input
DeltaV ProPlus keeps track of DSTs as you use them.

Note: DSTs can be substituted for less functional DSTs. For example, an Analog Output DST
License could be used for an Analog Input DST.

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Total System DSTs
View a system summary of DST usage by selecting from the DeltaV Explorer ...
Setup→ Licenses → I/O License Demand…

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DeltaV Licenses
DeltaV licenses are provided in the form of a license file(s) provided on a mini-CD and a
unique System Identifier (ID) Key.

Hardlock Dongle HASP and LDK Dongles

Mini License CD USB System ID Key

Note: Starting with DeltaV Version 15.LTS, Soft key licensing has been introduced.

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Loading Licenses
Licenses are loaded into your DeltaV database as shown below. The file number must match
the number on your System ID Key.

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Assigning Licenses to Nodes
Licenses can be assigned to the appropriate node using drag and drop.

Drag and drop

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Modes
Mode determines where the PID block will get its SP and how it will determine its OUT value.

DeltaV Function Block Modes:


• Automatic (AUTO)
• Cascade (CAS)
• Manual (MAN)
• Remote Cascade (RCAS) AUTO

• Remote Out (ROUT)


• Initialize Manual (IMAN) CAS
• Out of Service (OOS)
• Local Override (LO)
Cascade Control Strategy and Modes
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Modes – Numeric Values

IMAN = 2.0 (Actual)


MAN = 8.0 (Target); 8.0 (Actual)
CAS = 48.0 (Target); 32.0 (Actual)
AUTO = 16.0 (Target); 16.0 (Actual)
OOS = 1.0 (Target); 1.0 (Actual)
RCAS = 80.0 (Target); 64.0 (Actual)
ROUT = 144.0 (Target); 128.0 (Actual)
LO = N/A (Target); 4.0 (Actual)

Important: Always use numeric values, not the word, when writing the mode to Fieldbus devices!

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Mode Fields
DeltaV Mode Fields include:
• Target – This is the mode requested by the operator.
Only modes from the permitted list may be requested.
• Actual – This is the block’s current mode. This may
differ from the target based on operating conditions.
• Normal – This is the mode the block should be set to
during normal operating conditions. May be configured
and read but is not used by the block algorithm.
• Permitted – List of valid mode choices.

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Workshop – Creating FIC-102

Record DST usage prior to configuring FIC-102

Configure the regulatory loop FIC-102 using PID_LOOP template

Record DST usage after configuring FIC-102

Display loop parameters using datalinks, dynamo and faceplate

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Workshop – Creating FIC-102
FIC-102 will simulate a PID loop that will regulate the outlet flow from Tank101.

CTLR

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Workshop – Creating FIC-102

Record DST usage prior to configuring FIC-102 in the following manner:


Step 1. Launch the DeltaV Explorer.
Step 2. Right-click on Licenses under Setup and then select I/O License Demand…
Step 3. Record the number of DSTs configured for:
Discrete Inputs __________
Discrete Outputs __________
Analog Inputs __________
Analog Outputs __________

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Workshop – Creating FIC-102

Create Regulatory Control module FIC-102 in the following manner:


Step 4. From DeltaV Explorer, drag and drop the AnalogControl – PID_LOOP template in the
Library to PLANT_AREA_A.
Step 5. Rename the module FIC-102.
Step 6. Launch Control Studio and modify the PID block as indicated below:
IO_IN FT-2 (C01CH02 or CHM1-03)
IO_OUT FY-2 (C02CH02 or CHM1-04)
GAIN 0.5
RESET 3 seconds/repeat
PV_SCALE 0 - 100 GPM
IO_OPTS Increase to OPEN
CONTROL_OPTS Reverse Acting

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Workshop – Creating FIC-102

Step 7. Enable the HI_ALM and modify the limit to 90.


Step 8. Enable the LO_ALM and modify the limit to 10.
Step 9. Click the button to assign the module to the controller.
Step 10. Click the button to modify Module Properties to set primary display as Tank101.
Step 11. Click the button to save and the button to download the module.

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Workshop – Creating FIC-102

Record DST usage after configuring FIC-102 in the following manner:


Step 12. Launch the DeltaV Explorer.
Step 13. Right-click on Licenses under the Setup section and then select I/O License
Demand…
Step 14. Record the number of DSTs configured for:
Discrete Inputs __________
Discrete Outputs __________
Analog Inputs __________
Analog Outputs __________

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Workshop – Creating FIC-102

Modify the operator display by adding Regulatory Control module FIC-102 to the Tank101
display in the following manner:
Step 15. Launch the DeltaV Operate (Configure) application and open Tank101.
Step 16. Add the alarm datalink below with a visibility animation:
FIC-102/ALARMS[1].A_LAALM (Visible when an alarm is active)
Step 17. Add the dynamo Valve14 from Dynamo set Valves2.
Step 18. Right click and select Animations from the pop-up menu. The Advanced Animations
dialog box appears.

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Workshop – Creating FIC-102

Step 19. Select the Color tab to animate the valve color.

Step 20. Animate the valve color:


FIC-102 is OPEN
1 – True – Shades of Silver Theme – UDF112
0 – False – Shades of Silver Theme – Blank1
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Workshop – Creating FIC-102

Step 21. With the valve dynamo selected, click on the faceplate expert button in the DeltaV
Toolbox.
Step 22. Set the Module to DVSYS.FIC-102 and click OK.
Step 23. Connect the tank, pump, and valves together using Lines.
Step 24. Save the display.

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Workshop – Creating FIC-102

Verify the operation of Regulatory Control loop FIC-102 in the following manner:
Step 25. Run the DeltaV Operate application.
Step 26. Verify FIC-102’s functionality by manipulating the mode and SP.
Step 27. Open the detail picture for FIC-102 and adjust the tuning parameters.

Note: Open the real-time trend from FIC-102’s faceplate.

Workshop Complete.
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Uploading Parameter Changes
On-line values can be changed from Control Studio or DeltaV Operate. The Upload option
allows you to write on-line values back to the configuration database.

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Uploading Parameter Changes
The Upload option is accessed by right- Select the parameters you want written back to the
clicking the module of interest. database and click OK to continue.

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Uploading Parameter Changes
When uploading multiple modules, two additional columns will be displayed: Node name and
Modules.

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Uploading Parameter Changes
Click the Read Online Value button to retrieve the current values of parameters online, for
example, if an SFC changes a value after a manual operator change.

The Online value will be uploaded in the database if successfully retrieved.


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Upload Confirmation
The Upload complete confirmation box appears once the selected data has been successfully
uploaded. Click Close to continue. You may want to Download Controller Cold Restart Memory
if it is enabled.

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Downloading with an Upload
Selecting a download will prompt you with an Upload option if external changes have been
made to the on-line data. If an Upload is not necessary, click OK because, by default, no
parameters are selected.

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Uploading Parameter Changes – Select None
When you click OK on the Upload dialog box above no parameters are uploaded even though
the Upload appears to execute. This is necessary for internal housekeeping.

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Parameter Upload Behavior
The Parameters Security dialog enables you to define which parameters are allowed for upload
when they have been changed online.

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Optional Workshop 1 – Tune FIC-102

Apply a Filter on FIC-102

Tune FIC-102 with DeltaV Tune

Upload new tuning parameters

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Optional Workshop 1 – Tune FIC-102
Tune FIC-102 using DeltaV Tune. To emulate a realistic process response, first apply a filter on
FIC-102’s input channel or CHARM.
Hints:
1. Apply a 2.6 second filter on FIC-102’s input and download.

2. Launch DeltaV Tune from the FIC-102’s detail picture.


3. First Test the process, then Update with new tuning parameters.
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Optional Workshop 2 – Global Color Tables

Create a Global User Threshold Table

Modify Piping, Pump and Valve animation to use the threshold table

Verify new color appears on all the objects

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Optional Workshop 2 – Global Color Tables
Create a global user threshold table named flow_color. The threshold table should have two
colors: one to indicate product flow and a second color for no flow. Then modify your piping,
pump, and valve animation to use the threshold table.

Hints:
1. Create the Threshold Table in the System Tree
2. Verify the colors change on all objects
3. Select a new flow color in the threshold table and verify the new color appears on all the
objects

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Optional Workshop 3 – Mode not Normal

Make the datalink for Mode flash if mode is not normal

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Optional Workshop 3 – Mode not Normal
FIC-102 is designed to operate in the AUTO mode under normal conditions. The process
engineer has requested that any time FIC-102’s actual mode is not AUTO, make the datalink
FIC-102/PID1/MODE.A_ACTUAL flash red, otherwise make it invisible.

Hint:
1. Add the MODE.ACTUAL datalink
2. Use the ISAN (Is Actual Normal) field for animation

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Summary

Determine DST license requirements

Define Modes and Fields

Define a Regulatory Control module using the PID_LOOP template

Uploading parameters

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Sequential Function Charts
(SFCs)
Module 8

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Module Objectives

Define the application of a Sequential Function Chart

Define the execution of a Sequential Function Chart

Define the Steps in a Sequential Function Chart

Define the Actions in a Step

Define the Action Qualifiers in a Step

Define Transitions

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Module Workshops
• Creating STARTUP-T101
• Create SHUTDOWN-T101

▪ Optional Workshops
• Create Messages
• Reset MTR-102’s Lock
• Add Alarm

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Sequential Function Charts (SFCs)
SFCs are used to control time/event sequences.

SFCs consist of:


• Steps – Execute action(s).

• Transitions – Determines when to proceed to


the next Step based on an expression being
evaluated as TRUE.

• Termination – Special symbol that represents


the end of a sequence. May also contain an
expression.

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Sequential Function Charts (SFCs)
When creating SFCs in DeltaV Control Studio, the palette displays SFC items by default, rather
than Function Blocks.

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Sequential Function Charts (SFCs)
Action View – Lists the actions created for a step in an SFC. The step must be selected for the
actions to be displayed.

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Adding an Action to a Step
Add Actions by *selecting a step, placing the cursor in the Action window, right-clicking and
selecting the Add… option from the pop-up menu.
*or by selecting
Step Action > Insert Action
in the Ribbon

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Defining Action Properties
Modify an action by selecting the action, right-clicking and selecting Properties from the pop-up
menu.

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Step Action Types
There are three types of Step Actions:
• Assignment – Assigns the result of an expression to a destination. Assignment is the most-
commonly used type.
• Boolean – References a module-level Boolean parameter. Boolean action can be used to set a
Boolean parameter to TRUE if logic requires.
• Non-Boolean – Runs a Function Block embedded inside the SFC logic.

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Step Action Qualifiers
Actions can be Stored or Non-Stored depending on the Qualifier used.
Non-Stored
• N (Non-Stored)
• R (Reset)
• L (Time Limited).
• D (Delayed)
• P (Pulse)

Stored
• S Set (Stored)
• SD (Stored and Delayed)
• DS (Delayed and Stored)
• SL (Stored and Time Limited)

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Step Action Qualifiers – Non-Stored
Non-Stored action qualifiers are only
active while the associated step is
active or a portion of the time the
step is active.

Non-Stored:
• N (Non-Stored)
• R (Reset)
• L (Time Limited)
• D (Delayed)
• P (Pulse)

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Step Action Qualifiers – Stored
Stored action qualifiers may be active for
only a portion of the time that the
associated step is active,
or
they may remain active after the
associated step has become inactive
depending on the specific qualifier.

Stored
• S Set (Stored)
• SD (Stored and Delayed)
• DS (Delayed and Stored)
• SL (Stored and Time Limited)

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Defining Action Properties
If the action type is Assignment, you may click the Expression Assistant button to launch the
expression editor.

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Defining Transition Properties
Modify or define the transition condition by selecting a Transition, right-clicking and selecting
Properties… from the pop-up menu. The Properties dialog box appears.

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SFC Execution
Valid Divergent and Convergent Paths

Divergence

Convergence

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SFC Execution
Parallel Divergent and Convergent Paths

Parallel Divergence

Parallel Convergence

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SFC Parameters
PARAMETER NAMED SET
COMMAND $sfc_commands
INITIAL STATE $sfc_initial_states
STATE $sfc_states

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SFC Parameters – INITIAL_STATE
INITIAL_STATE – The state that the SFC is in when downloaded.

• The INITIAL_STATE default value is Sequence Active

• If the INITIAL_STATE is Sequence Idle, none of the steps in the


SFC are active and running after a download

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SFC Parameters – COMMAND
COMMAND – Commands that a user can issue for the SFC.
• Start Sequence – starts an idle SFC or restarts a stopped
SFC
• Stop Sequence – halts execution of the SFC
• Reset Sequence – sets a stopped or completed SFC to the
idle state

Note: This parameter may only be changed online.

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SFC Parameters - STATE
STATE – Indicates the current state of the SFC or Step Action.

The following are possible states and their meanings:


• Sequence Idle – the SFC has been reset
• Sequence Active – the SFC is running
• Sequence Stopped – the SFC has been stopped by a stop
command
• Sequence Completed – the SFC has run to completion; no
steps or transitions are active (you must reset the SFC)
• Sequence Blocked – all active transitions are disabled

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SFC Parameters – SFC dynamo
Set the SFC COMMAND parameter to move the SFC to different states.

For example, set the SFC COMMAND to Start Sequence to move the SFC STATE from
Sequence Idle to Sequence Active.
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Workshop – Creating STARTUP_T101

Define parameter paths in the Tank101 process

Configure the SFC STARTUP_T101

Display SFC parameters using datalinks and dynamos

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Workshop – Creating STARTUP_T101
List the parameter paths required to:
Set the level of Tank101______________________________________
Determine the level in Tank101 _______________________________
Open or close the block valve__________________________________
Determine if the block valve is open or closed _____________________
Start or stop the motor _______________________________________
Determine if the motor is running or stopped ______________________
Set the mode of the flow loop _________________________________
Set the setpoint of the flow loop ________________________________
Manipulate the output of the flow loop ___________________________
Determine the mode of the flow loop ____________________________
Determine the flow rate ______________________________________
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Workshop – Creating STARTUP_T101

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Workshop – Creating STARTUP_T101

Step 1. Create a new Control Module in PLANT_AREA_A, set the Algorithm Type to Sequential
Function Chart, and name the module STARTUP_T101.

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Workshop – Creating STARTUP_T101

Step 2. Open STARTUP_T101 in Control Studio.


Step 3. Add the steps, transitions and terminations
from the All SFC Items palette.
Step 4. Define the action expressions and
transitions to allow startup of the Tank101
process. This should include setting up the
level in the tank, opening the block valve,
setting the flow rate to 50 GPM and then
starting the pump.

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Workshop – Creating STARTUP_T101

Step 5. Double-click in the filter area of the Parameter window. Select the Advanced
Configuration in the Parameter Filtering window and leave the Common configuration
checked.
Step 6. Change the SFC parameter INITIAL_STATE to Sequence Idle.
Step 7. Modify Module Properties and assign the SFC to your controller.
Step 8. Save and download the SFC.
Step 9. If an algorithm error occurs, click the Check button on the View tab to check the SFC.

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Workshop – Creating STARTUP_T101

Step 10. Add a datalink using the datalink stamper to


your TANK101 display with the following
characteristics:
STARTUP_T101/COMMAND.A_CV (data entry
expert – Multiple-Item Select )
Step 11. Add the dynSFC_ dynamo from the
frsSFCandPhases dynamo set to your TANK101
display.
Hint: Replace the word MODULE with STARTUP_T101.

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Workshop – Creating STARTUP_T101

Step 12. Shut down your process manually.


Step 13. Start the TANK101 process by setting the SFC COMMAND to Start Sequence and
then verify that the sequence executes and completes properly.

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Workshop – Creating STARTUP_T101

Step 14. Set the Command to Reset Sequence and note the sequence STATE will change
from Sequence Completed to Sequence Idle.

Workshop Complete.
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Workshop – Creating SHUTDOWN_T101

Configure the SFC SHUTDOWN_T101

Display SFC parameters using datalinks and dynamos

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Workshop – Create SHUTDOWN_T101
Step 1. Create a New Control Module in
PLANT_AREA_A, set the Algorithm Type to
Sequential Function Chart, and name the
module SHUTDOWN_T101.
Step 2. Open SHUTDOWN_T101 in Control Studio.
Step 3. Define the action expressions and transitions to
allow shutdown of the Tank101 process. This
should include stopping the pump, closing the
block valve and closing the flow valve.

Hint: You may import the SFC from 7009_Start\Student_Solutions folder instead and proceed
to Step This
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Workshop – Create SHUTDOWN_T101

Step 4. Change the SFC parameter INITIAL_STATE to Sequence Idle.


Step 5. Modify Module Properties and assign the SFC to your controller.
Step 6. Save and download the SFC.
Step 7. Add a datalink to your TANK101 display with the following characteristics:
SHUTDOWN_T101/COMMAND.A_CV (data entry – Multiple-Item Select)
Step 8. Add the dynSFC_ dynamo from the frsSFCandPhases
dynamo set to your TANK101 display.
Step 9. In DeltaV Operate (Run), Use the STARTUP_T101 sequence to start up the
process.
Step 10. Shutdown the TANK101 process by setting the SFC COMMAND of
SHUTDOWN_T101 to Start Sequence and then verify that the sequence executes
and completes properly.

Workshop Complete.
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Optional Workshop 1 – Create Messages

Create operator messages using a Named Set

Create a SFC parameter

Add actions to the steps to update the Message Parameter

Update the operator with a message pertaining to what the SFC is waiting for in each transition.
Hints:
1. Create a Named Set and add values to the Named Set
2. Create a SFC parameter named MESSAGE
3. Add actions in the appropriate steps to update the MESSAGE parameter
4. Add a datalink to Tank101 to display the Message

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Optional Workshop 2 – Reset MTR-102’s Lock

Modify SFC to reset MTR-102’s lock.

Modify the Startup SFC so that it will reset MTR-102’s lock if necessary.

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Optional Workshop 3 – Add Alarm

Add an Alarm when SFC exceeds specified execution time.

Cause an alarm to be displayed in DeltaV Operate (Run) when the SFC exceeds a specified
time (for example, over 30 seconds) to execute.
Hints:
1. Add an Alarm Type
2. Add an alarm to the SFC
3. Add a function block to the SFC to trigger the alarm
4. Start the function block

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Summary

Define the application of a Sequential Function Chart

Define the execution of a Sequential Function Chart

Define the Steps in a Sequential Function Chart

Define the Actions in a Step

Define the Action Qualifiers in a Step

Define Transitions

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DeltaV Cascade Control
Module 9

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Module Objectives

Perform top-down configuration

Implement cascade control using the CASCADE_MASTER template

Define Module Block

Implement flow simulation using the Calc and Filter function blocks

Implement level simulation with the Integrator function block

Use Control Studio On-line for testing modules

Implement the Continuous Historian

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Module Workshops
• Creating MTR-203 ▪ Optional Workshops
• Creating FIC-20X • Add Embedded Trend
• Theme Colors and Dynamos • Change Color Theme
• Creating LEV2-SIM • Modify FIC-20X Scaling
• Creating LIC-20X • Modify Navigation
• Add LIC-20X to Tank201 Display • Reset Integrator
• Continuous Historian

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TANK201 Modules
Tank 201 implements a Cascade Control strategy for maintaining the level in Tank201 (LIC-20X)
by adjusting the outlet flow (FIC-20X).

Tank 201 Modules:


• MTR-203
• FIC-20X
• LEV2-SIM
• LIC-20X
• EM-TANK201
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Workshop – Creating MTR-203

Create MTR-203 using the MTR-11 module template

Assign DSTs from the Unassigned I/O to the appropriate channels.

Verify the Motor functionality in Control Studio Online

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Workshop – Creating MTR-203
MTR-203 is for basic start/stop functionality with no interlocking.
CTLR

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Workshop – Creating MTR-203

Create motor MTR-203 in the following manner:


Step 1. From DeltaV Explorer, drag and drop the MTR-11 template from the Library to
PLANT_AREA_B.
Step 2. Rename the module MTR-203.
Step 3. Launch Control Studio and modify the module as indicated below:
I/O IO_IN_1 XI-3 (C03CH03 or CHARM1-11)
IO_OUT_1 ZX-3 (C04CH03 or CHARM1-12)
Step 4. Modify module properties’ primary control display to Tank201.
Step 5. Assign to the controller.
Step 6. Save the control module.

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Workshop – Creating MTR-203

Step 7. Assign DSTs XI-3 and ZX-3 to the appropriate card and channel or CHARM.
Note: The warning is expected.

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Workshop – Creating MTR-203

Step 8. Select the appropriate channel, go to Properties


and enable both channels or CHARMs.
Step 9. Download I/O Cards 3 and 4 or
CHARMs 1-11 and 1-12.
Step 10. Download the control module MTR-203.

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Workshop – Creating MTR-203
Step 11. Verify that the motor STARTS and STOPS using Control Studio’s On-line mode.

Workshop Complete.
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CASCADE_MASTER Template
The CASCADE_MASTER template is used to implement the Cascade Control strategy for
LIC-20X (Master/Primary) and FIC-20X (Slave/Secondary).

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Module Block
Module blocks allow one control module to be represented on the diagram of a different control
module.
This allows the interactions between multiple control strategies to be visually created and
maintained while ensuring the isolation and integrity of each independent module. The module
block is graphically wired to other blocks on the strategy.

FIC-20X (Slave/Secondary) represented by Module Block

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Secondary Flow Control
FIC-20X is a Secondary PID control loop. It will use an embedded composite of Function
Blocks for flow simulation.

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Embedded Composite
Composites are like Modules in the sense that they’re made up of FB configuration except that
they cannot be assigned and downloaded to controllers.
You can add an Embedded Composite by dragging and dropping a Custom Block found in the
Special Items palette.

Custom Block types:


• Function Block
• Extended Block
• Embedded Composite
• Linked Composite
• Module Block

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Embedded Composite

Modification of Embedded Composite Blocks DOES NOT modify instances.


• You may drill down and modify an Embedded block from an instance usage.
• You may drill down and modify the parameters of an Embedded block.

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Linked Composite Characteristics
Library Composite Template

Param1 CALC1
Edit

PID1 Linked Composite PID1 Linked Composite PID1 Linked Composite


Param1 CALC1 Param1 CALC1 Param1 CALC1
Drill down

Module_1 Module_2 Module_3

Modifying Linked Composite Blocks modifies instances.


• You are not permitted to drill down and modify a Linked block from an instance; you must
open another Control Studio application.
• You are permitted to drill down and modify a Linked block’s parameters. The parameter
modifications are only applicable to the module from which they are modified.

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Workshop – Creating FIC-20X

Create FIC-20X using the Cascade_Master module template

Add an Embedded Composite Block for Flow Simulation

Create simulation logic using CALC and FILTER function blocks

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Workshop – Creating FIC-20X
FIC-20X is the Secondary PID loop in a cascade control strategy that will be implemented.

PID1
FIC-20X 0-100 GPM
Gain = 0.5
PID1 Reset = 3
BKCAL_OUT BKCAL_OUT Rate = 0
CAS_IN CAS_IN
Reverse Act
OUT
Increase to Open
IN

OUT
IN FIC-20X
FLOWSIM
VO PV
VO
“Embedded” PV FLOWSIM

Continue tobook
This course the next
is intended slide
for the to start
person assigned creating
to this course the FIC-20X
and any retransmission, reproduction, or any module.
action take in reliance upon this content is strictly prohibited.

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Workshop – Creating FIC-20X

Create FIC-20X in the following manner:


Step 1. From DeltaV Explorer, drag and drop the CASCADE_MASTER template located in
the Module Template Library’s Analog Control category to PLANT_AREA_B.

Configuration tips:
• The control blocks and parameters are shown above.
• The parameters for PID1 are shown above.
• DSTs are not used for IO_IN and IO_OUT. The IO_IN will be supplied from the FLOWSIM’s
PV and IO_OUT will be passed to FLOWSIM’s VO.

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Workshop – Creating FIC-20X
Step 2. Expand CASCADE_MAS_1, select CASCADE_SLAVE1 and rename the Module
Block to FIC-20X.

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Workshop – Creating FIC-20X

Step 3. Open FIC-20X in Control Studio.


Step 4. Modify the PID1 parameters as indicated on page 350.
Step 5. Add an Embedded Composite block to FIC-20X by dragging and dropping a Custom
Block found in the Special Items palette. Name it FLOWSIM.

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Workshop – Creating FIC-20X
Step 6. Select the FLOWSIM block by right-clicking and selecting Drill Down or Edit Object.
When you are inside FLOWSIM:
a. Drag and drop a CALC/LOGIC block from the Analog Control palette.
b. Right-click on the CALC1 block and select Extensible Parameters.
c. Set the Number of Parameters for IN and OUT to 1.
d. Double-click the CALC1 block again and use the Expression Editor to enter the
Expression as follows:

IF '//MTR-203/DC1/PV_D.CV' = 'mtr2-pv:RUNNING’
THEN
'OUT1.CV' := 'IN1.CV’;
ELSE
'OUT1.CV' := 0;
ENDIF;

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Workshop – Creating FIC-20X

Step 7. Drag and drop the FILTER block from the Analog Control palette.
Step 8. Set the TIMECONST parameter on the Filter block to 2 seconds.

Step 9. Re-name Input Parameter


PARAM1 to VO.
Step 10. Re-name Output Parameter
PARAM2 to PV.
Step 11. Connect the blocks and
parameters according to the
diagram.

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Workshop – Creating FIC-20X

Step 12. Right-click and select Back Out in order to return to the top level of FIC-20X.
Step 13. Connect the PID1 and FLOWSIM blocks as illustrated below.
Step 14. Modify the module Properties.
Step 15. Assign to the controller.
Step 16. Save and download FIC-20X.

Workshop Complete
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Display Design – Traditional Display Colors
Research from the Center for Operator Performance using Human Centered Design concepts
indicates that using too many colors can be a distraction to operators, making it difficult for them
to identify and respond to critical process changes.

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Human Centered Display Design – Theme Colors
Theme colors in Operate don’t eliminate the use of colors in displays, they use colors from the
same palette and keep the colors used to a reasonable number. This allows an operator to
process the information faster and react effectively.

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Human Centered Design Theme Dynamos
The dynamos in the frsModules_Theme dynamo have a variety of ways to present operating
data using bar graphs instead of displaying the values in data links.

Alarm and status information is consistent throughout the dynamos in terms of location and
presentation so that operators can process the information quickly and efficiently.
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DeltaV High Performance Dynamos
The dynamos in the frsModules_HighPerf dynamo support ISA 101 display optimization
recommendations to improve the operators’ situational awareness.

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HCD High Performance Dynamos
Features:
• Mouse hover window that can be enabled or disabled at
runtime
• Take advantage of pattern recognition
• Complement existing dynamos
• Use the DeltaV Theme colors

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DeltaV Theme Colors
Five default themes are available including Silver, Light Blue, Dark Blue, Tan, and Dark Grey.
Silver is the default theme.

Silver Theme (Default) Light Blue Theme Dark Gray Theme

Dark Blue Theme Tan Theme


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Changing Themes
If the Tan theme is desired, you would use the Duplicate Color Table button to duplicate the
tables, BorderEdgeColor_Tan and Theme_Colors_Tan.

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Changing Themes
After the tables have been duplicated, then use the Property Window to rename the tables to
BorderEdgeColor and Theme_Colors.

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Faceplate Colors
Use the Duplicate Color Table button to copy Named_Colors_Silver to the User or SIGlobals
project, and then re-name the table to Named_Colors.

Original Silver
Named_Colors Named_Colors

Since yellow is used for Warning priority alarms, using it to represent a PV makes it more
difficult to distinguish between a PV value and an alarm. The cyan color used for the OUT value
in PID loops attracts unnecessary attention because it is too bright.
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User_Ref Picture Template
The User_Ref picture template contains Visual Basic script that is used to set values when DeltaV
Operate initializes.

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User_Ref Picture Template
• The template can be edited and saved for system-wide settings and/or workstation-specific
settings.
• The template is designed for flexible use: you can use both system-wide and workstation-
specific settings, use only system-wide settings, use only workstation-specific settings, or take
the default settings in the User_Ref picture template.
• Most of the script is commented with instructions on how to edit the file.

Note1: We strongly suggest that you carefully read the file's comments and instructions before
editing.

Note2: Be aware that if you use both system-wide and workstation-specific settings, the system-
wide settings are applied before the workstation-specific settings.

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UserSettings.grf
The following procedure should be followed to customize your environment.
1. Open picture User_ref.grf under the Standard folder.
2. Save as UserSettings.grf under the Standard folder.
Note: Failure to do so will tie your
customizations to the picture
User_ref.grf (a template which is not
executed) instead of UserSettings.grf.
3. Right-click in the green area (not on text)
and select Edit Script.

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UserSettings.grf
4. Make the desired customizations in the
CFixPicture_Initialize procedure.
5. Save the picture and re-open the operator
interface to view the modifications.

Example:
To allow more than one faceplate to be open uncomment the line as shown below.
Before
After

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Workshop – Creating Tank201

Create Tank201 Display using Theme Colors and Dynamos

Verify the Operation of MTR-203 and FIC-20X

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Workshop – Creating Tank201

Create a new display called Tank201 using theme colors and dynamos in the following manner:
Step 1. Create a new display called Tank201 using the main template.
Step 2. Add the dynamo HP_MA1_VLV_ from the frsModules_HighPerf dynamo set to
manipulate FIC-20X.
Hint: Replace the word MODULE with FIC-20X. You can type a 16-character maximum
Friendly Name as an option.
Step 3. Add the dynamo HP_MD1_PMP_ to manipulate MTR-203.
Hint: Replace the word MODULE with MTR-203. You can type a 16-character
maximum Friendly Name as an option.

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Workshop – Creating Tank201

Step 4. Create the display hierarchy by defining the PREVIOUS and


NEXT pictures as follows:
Previous = Tank101 Next = Ovw_ref
Step 5. Save the display.
Verify the operation of FIC-20X in the following manner:
Step 6. Run the DeltaV Operate application.
Step 7. Verify FIC-20X’s functionality by manipulating the SP.
Step 8. Verify MTR-203’s functionality by STARTING and STOPPING the motor.
Note: Tune if necessary.

Workshop Complete.
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Workshop – Creating LEV2-SIM

Create LEV2-SIM Simulation module using Integrator function block

Verify level simulation is working

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Workshop – Creating LEV2-SIM
LEV2-SIM is used to simulate level in Tank201.

CTLR

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Workshop – Creating LEV2-SIM

Step 1. Create a new module named LEV2-SIM using Control Studio. Follow the remaining
steps to build the module according to the illustration below:
INTEGRATOR

OUT 201_LEV
TANK_INLET IN_1

TANK_OUTLET IN_2

REV_FLOW2

Step 2. Drag and drop an Integrator function block from the Math palette onto the function
block diagram.
Step 3. Double-click in the filter area of the Parameter window. Click Select All in the
Parameter Filtering window.

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Workshop – Creating LEV2-SIM

Step 4. Modify the following parameters:


ENABLE_IN_2 1 (True)
INTEG_TYPE 0 to ?- demand reset
REV_FLOW2 1 (negative integration)
TIME_UNIT1 Minutes
TIME_UNIT2 Minutes
Step 5. Drag and drop two Input parameters or Internal Read parameters onto the function
block diagram from the Special Items palette.
PARAM1 Name: TANK_INLET
Parameter type: External Reference
Browse for external parameter path: FIC-102/PID1/PV
PARAM2 Name: TANK_OUTLET
Parameter type: External Reference
Browse for external parameter path: FIC-20X/PID1/PV
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Workshop – Creating LEV2-SIM

Step 6. Drag and drop an Output parameter onto the function block diagram from the Special
Items palette; promoting a parameter.
PARAM1 Name 201_LEV
Parameter type Floating point
Step 7. Wire connections to all parameters as illustrated above.
Step 8. Modify module properties, assign to the controller, save as
LEV2-SIM in PLANT_AREA_B and download.
Step 9. Verify the level is being integrated properly by using the on-line tool.
Hint: The Integrator may be reset or returned to zero by setting the OP_CMD_INT parameter to
1 in the ON-LINE mode.

Workshop Complete.
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Workshop – Creating LIC-20X

Modify the CASCADE_MASTER module in Plant Area B

Reference the LEV2-SIM module using Read Only external reference

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Workshop – Creating LIC-20X
LIC-20X is the Primary PID in the cascade control strategy.

CTLR

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Workshop – Creating LIC-20X
Step 1. Rename CASCADE_MAS_1 to LIC-20X.

PID1 FIC-20X
BKCAL_IN OUT CAS_IN BKCAL_OUT

LIC-20X/PID1 parameter values:


0-1000 GAL
Gain = 8
201_LEV IN
Reset = 30
Ext Ref. Read Only Rate= 0
Direct Acting
Increase to Open
SP_HI_LIM 1000
SP_LO_LIM 0
HI_ALM 950
LO_ALM 100
OUT_SCALE 0-100GPM
Step 2. Modify PID1’s parameters as illustrated above.
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Workshop – Creating LIC-20X

Step 3. Add an Input parameter from the Special Items palette and assign it the following
characteristics:
Name: 201_LEV
Parameter type: External Reference
Browse for path: LEV2-SIM/201_LEV
As illustrated above, connect the External Reference parameter to the IN parameter
on PID1.
Step 4. Modify the Module Properties.
Step 5. Assign to the controller.
Step 6. Save and download LIC-20X.
Step 7. Download FIC-20X.

Workshop Complete.
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Workshop – Adding LIC-20X to Tank201 Display

Add LIC-20X to the Tank201 display using Theme Colors and Dynamos

Verify LIC-20X High and Low Alarm Functionality

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Workshop – Add LIC-20X to Tank201 Display

Add LIC-20X to the Tank201 theme display in the following manner:


Step 1. Add the dynamo HP_MA3_CV_ ML_from the frsModules_HighPerf dynamo set to
manipulate LIC-20X .
Hint: Replace the word MODULE with LIC-20X. You can type a 16-character maximum
Friendly Name as an option.
Step 2. Finish the display by adding and connecting the process equipment.
Step 3. Save the display.
Step 4. Close all pictures.

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Workshop – Add LIC-20X to Tank201 Display

Verify the operation of LIC-20X in the following manner:


Step 5. Run the DeltaV Operate application.
Step 6. Verify LIC-20X’s functionality: Set LIC-20X to Auto mode, FIC-20X to CAS mode, and
set the SP of LIC-20X. FIC-20X should open or close appropriately to drain or fill Tank
201.
Change the SP of the inlet feed FIC-102 to verify the level is maintained.
Note: Tune if necessary.
Step 7. Set FIC-20X to AUTO and verify LIC-20X’s output tracks FIC-20X’s SP.
Step 8. Verify that LIC-20X’s HIGH and LOW alarms function properly.

Workshop Complete.
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DeltaV Continuous Historian
Continuous Historian allows the collection of user-specified parameters for long-term storage,
retrieval and presentation.
• History Collection – allows you to define module and node parameters to be monitored and
stored in the Continuous Historian.
• Continuous History Subsystems – monitors modules for history collection data on a plant area
basis because each workstation has a Continuous History Subsystem capable of detecting
and storing historical data.
• Process History View – displays real-time and historical data from the Continuous History
Subsystems as well as from the Event Chronicle.

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Workshop – Continuous Historian

Define parameter for History Collection

Enable and Assign areas to Continuous Historian

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Workshop – Continuous Historian

This workshop requires you to define history collection for LIC-20X in the following manner:
Step 1. Expand PLANT_AREA_B.
Step 2. Right-click on LIC-20X.
Step 3. Select History Collection

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Workshop – Continuous Historian

Step 4. Define a History Collection consisting of LIC-20X’s PV, SP, and OUT.
Note: When using Library items, some parameters are predefined for the History Collection.

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Workshop – Continuous Historian

This workshop requires you to begin collecting data


in the following manner:
Step 5. Expand your workstation.
Step 6. Right-click on Continuous Historian and
select Properties.
Step 7. Select  Enabled.

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Workshop – Continuous Historian

Step 8. Drag and drop PLANT_AREA_B to Continuous Historian.


Step 9. Download the Continuous Historian subsystem under your workstation.
Step 10. Adjust the SP of LIC-20X while in AUTO mode.

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Workshop – Continuous Historian

Configure a Chart

Display Historical Data

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Workshop – Continuous Historian

This workshop requires that you display historical data for LIC-20X in the following manner:
Step 11. Launch Process History View.

Note:
• Launching Process History View from DeltaV Operate (Run) toolbar displays the Event
Chronicle.
• Launching Process History View from a faceplate opens a default chart for that module
type.
• Launching Process History View from anything other than DeltaV Operate (Run)
displays the last chart that was viewed, if any.

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Workshop – Continuous Historian

Step 12. Select File → New.


Step 13. Select Chart.

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Workshop – Continuous Historian
Step 14. Configure the chart to include the PV, SP,
and OUT of LIC-20X and FIC-20X using
the Add button and browsing for the
parameter path.

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Workshop – Continuous Historian
Step 15. Double-click on LIC-20X/PID1/PV.CV to launch the Configure Trend window. Check the
box for Show Statistics to display the Min, Max, and Time Average on the Chart.

Note: You This


can add
course up to
book is intended twenty
for the trends
person assigned on
to this course a retransmission,
and any PHV chart with
reproduction, or any DeltaV V15.
action take in reliance upon this content is strictly prohibited.

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Workshop – Continuous Historian
Step 16. View the data.

Workshop Complete.
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Chart Builder
Theme and High Performance dynamos natively support adding three default parameters: PV,
SP and OUT to the Chart Builder. The Chart Builder allows a user to dynamically build a chart
with 6 trends.

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Embedded Trend Configuration
An embedded trend object can be placed in a graphic display by using the Embedded Trend
Control button in the DeltaV_Toolbox .

Double-clicking the object in the Configure mode allows you to configure the chart.
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Embedded Trend Operation
Right-clicking the embedded trend object in the Run mode provides many of the same options
as Process History View shown below.

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Optional Workshop 1 – Add Embedded Trend

Add an Embedded Trend Object to Tank201 Display

Add an embedded trend object to the Tank201 display for monitoring LIC-20X.

Hint: Don’t forget the embedded Trend button in the DeltaV toolbox

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Optional Workshop 2 – Change Color Theme

Change the Color Theme of Tank201

Change the Color Theme of the Tank201 picture.


Hints:
1. Use the Duplicate Color Table utility to make a copy of the
color table to be used for the Theme_Color threshold table.
2. Duplicate also the BorderEdgeColor threshold table.
3. Change also the colors used by the default DeltaV faceplates
using the Named_Colors threshold table.
4. Choose a background color for the picture from the selected
Color Theme.

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Optional Workshop 3 – Modify FIC-20X Scaling

Modify the PV_SCALE of FIC-20X to Drain Faster

Modify the PV_SCALE of FIC-20X so that the outlet flow for Tank201 does not equal the inlet
flow. This will allow Tank201 to drain faster.
Hint: Don’t forget to modify LIC-20X.

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Optional Workshop 4 – Modify Navigation

Modify Navigation Buttons

Modify Tank101 and Ovw_ref displays to include Tank201 in the navigation.


Hints:
1. Modify the PREVIOUS and NEXT picture buttons
OR
2. Create buttons and use the Replace Picture Expert

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Optional Workshop 5 – Reset Integrator

Add an option to Reset the Integrator

Add a data link to the TANK201 display to reset the integrator.


OR
Replace the integrator block with a calc block that will perform the integration and limit the
value between 0 and 1000.

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Summary

Perform top-down configuration

Implement cascade control using the CASCADE_MASTER template

Define Module Block

Implement flow simulation using the Calc and Filter function blocks

Implement level simulation with the Integrator function block

Use Control Studio On-line for testing modules

Implement the Continuous Historian

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Conditional Alarms
Module 10

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Module Objectives

Modify alarms using the System Alarm Management application

Create a Conditional Alarm for a loop

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Module Workshop
• Generating a Difference Report
• Configuring a Conditional Alarm

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System Alarm Management
The System Alarm Management application lets you view and edit all alarms within selected
Areas, Modules, Units, Logic Solvers, and Nodes.

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System Alarm Management
The System Alarm Management application can be accessed several ways. Two methods are
shown below.

From the DeltaV Explorer toolbar under Applications Right-clicking on a plant area to
display all the alarms in the plant
area
Note: By default,
This course nofor the
book is intended alarms are
person assigned to thislisted when
course and any thereproduction,
retransmission, application first
or any action take opens
in reliance using
upon this content this
is strictly method.
prohibited.

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System Alarm Management
Alarm properties can be modified individually or in groups.
Note: Modifications to alarm properties will not take effect until they are downloaded.

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Manage Alarm Reports
The Manage Alarm Reports menu option is now available in the SAM application on the
Professional Plus workstation.

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Manage Alarm Reports
Report Properties:

• The Report Properties allows you to enter a name for the report. The name allows a
maximum of 50 printable characters and must be unique.
• You can click the Browse button and browse to the path where you want to store the report
or use the default path (DeltaV\DVData\Alarm Reports).
• The Report Type is also defined here.

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Running Alarm Reports
Run Report:
• An XML report is created in the file location specified when the report is created.
• The XML file is updated each time the report is run.

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Runtime Report List
The Runtime Report lists basic run-time alarm parameters, regardless of their deviation from the
configured values.

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Difference Report List
The Difference Report shows the
differences between the run-time alarm
parameters and their configured values.

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Workshop – Generating a Difference Report

Modify alarm properties using System Alarm Management

Shelve and set alarms to Out of Service

Generate a difference report to note discrepancies

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Workshop – Generating a Difference Report

Step 1. Launch the System Alarm Management application.


Step 2. Use Add to List to add both PLANT_AREA_A and PLANT_AREA_B.
Step 3. Select both LI-101 and LIC-20X.
Step 4. Right-click to enable the HI_HI_ALM and change the limit of both tanks to 975.
Step 5. Switch to DeltaV Operate (Run).
Step 6. Trip the HI_ALM for LI-101.
Step 7. Right-click the alarm from the faceplate or from the Alarm List and select Shelve
Alarm.

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Workshop – Generating a Difference Report

Step 8. Choose a Suppression Reason from the list.

Is the alarm still visible from the Alarm List? ______________________


How much time is left before the alarm gets un-shelved automatically by the system?
______________________________

Step 9. From System Alarm Management, select Manage Alarm Reports.


Step 10. Create a New Difference Report that checks both plant areas.
Step 11. Generate and View the report.

Workshop Complete.
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Conditional Alarming
Conditional Alarming enables you to add time delays and enable/disable alarms to minimize
nuisance alarms.

For example, a low flow alarm is needed for FIC-20X. However, we do not want a low flow
alarm if the pump is not running. Conditional alarming allows us to disable the alarm if the
pump is not running.

The AI, Alarm, Manual Loader, PID, Fuzzy Logic Control and Ratio function blocks support
conditional alarming for the standard alarms: HI, HI_HI, DV_HI, DV_LO, LO and LO_LO. The
DI function block supports conditional alarming for the DISC alarm.

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Enabling Conditional Alarming
Conditional Alarming is enabled from the Assign Alarm dialog box.

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Enabling Conditional Alarming
Check the Conditional alarming box on the Block
Alarms dialog box. The dialog box indicates the
Conditional Alarming features for each alarm as it is
selected.
Use the Conditional Alarming feature to set any delay
times needed for the alarms.

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Conditional Alarming Parameters
When conditional alarming is enabled, five new parameters are added to the function block for
each alarm. These include DV_HI, DV_LO, HI, HI_HI, LO, LO_LO, and DISC.

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Conditional Alarming Parameters
Once conditional alarming is enabled, the condition on which to alarm may be defined. Right-
click on the function block and select Show Parameter.

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Conditional Alarming Parameters
Apply a condition to FIC-20X to enable the LO_ALM only when MTR-203 is running. Show the
LO_ENAB input parameter.

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Conditional Alarming Parameters
An external reference parameter is wired into the LO_ENAB input on the PID1 function block.
When MTR-203’s PV is Running or 1, the LO_ENAB will be set to 1.

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Conditional Alarming Parameters at Runtime
The conditional alarming parameters can also be viewed or accessed at runtime from the detail
display.

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Workshop – Configuring a Conditional Alarm

Configure a conditional alarm on the LO_ALM of FIC-20X to enable


only when the motor is running

Note: While the level alarms are valid, FIC-20X’s low alarm is a nuisance unless the
pump, MTR-203, is running.

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Workshop – Configuring a Conditional Alarm

Step 1. Open FIC-20X in Control Studio.


Step 2. Right-click the PID1 block and select Assign Alarm…
Step 3. Check the Conditional alarming option.
Step 4. Select the LO alarm and set the limit value to 10. Enable LO_ALM. Click OK to
continue.
Step 5. Right-click on the PID1 block and select Show Parameter….
Step 6. Browse and select the LO_ENAB parameter, an input parameter, from the list.

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Workshop – Configuring a Conditional Alarm

Step 7. Add an Input Parameter to your diagram. Name the parameter MTR-203 and set the
type to External Reference. Assign the category to Alarm. Set the parameter path to
MTR-203/DC1/ PV_D.
Step 8. Connect the input parameter to LO_ENAB on the PID1 block. Only when the input is
1 (pump is running) will LO_ACT be enabled.
Step 9. Save and download FIC-20X.
Step 10. Verify that the LO_ALM for FIC-20X is not triggered unless the pump is running.

Workshop Complete.
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Summary

Modify alarms using the System Alarm Management application

Create a Conditional Alarm for a loop

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Equipment Modules (EMs)
Module 11

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Module Objectives

Define the application of an Equipment Module

Create a Named Set

Create a Command Driven Equipment Module

Export DeltaV Database Objects

Copy pictures

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Module Workshops
• EM Plant Start-up and Shutdown
• Verify Command Driven Module
• Export

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Equipment Modules
An equipment module typically provides supervisory control for a collection of control modules.
Equipment modules are typically used to coordinate the operation of multiple modules that need
to work together to control related equipment.

Equipment Module

Equipment
Control Module Control Module Module

Control Module Control Module

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Equipment Modules
Equipment modules contain one or more modules and are typically controlled using states or
commands.

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Equipment Module Class – Algorithm Types
There are seven types of algorithms that can be used to define the logic for an equipment
module. The most commonly used are the state-driven algorithm and the command-driven
algorithm.
• Command-Driven

– Command-driven algorithms are used when multiple steps, or commands, are needed to
supervise the control modules and there may be timing relationships to be considered.
– Contains SFC code based on commands.
– Commands are associated with the A_COMMAND parameter which is of type Named Set.
The named set should have states for each of the possible commands, plus a mandatory
entry with the value 255, which represents undefined/idle condition.

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Equipment Module Class – Algorithm Types
• State-Driven
– State-driven algorithms are used when a single step or value is needed to manipulate the
control modules. It is best used for simple equipment manipulation that does not involve
complex timing relationships, for example, changing the setpoints on a group of valves or
motors.
– Contains SFC code based on states.

States are associated with the A_COMMAND parameter which is of type Named Set. The
named set should have states for each of the possible Equipment Module states, plus a
mandatory entry with the value 255, which represents an undefined/idle condition.
• Function Block Diagram
– Contains a control strategy with interconnected standard DeltaV function blocks. You define
which blocks to use, their parameters, and how they work together.

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Equipment Module Class – Algorithm Types
• Sequential Function Chart (SFC)
– Contains a sequence of events with steps, transitions, and actions.

• Phase Algorithm
– Contains an S88 state transition diagram made up of embedded composites that contain the
logic that governs the transition between the states of a phase.
• Phase with command-driven run logic
– Substitutes the Run logic composite block with a command-driven composite block.

• Phase with state-driven run logic


– Substitutes the Run logic composite block with state-driven logic.

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Equipment Module – Command-Driven
The equipment module consists of command blocks. The A_COMMAND parameter is a named-
set type of parameter that determines which command block should execute.

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Equipment Module – Command-Driven

Each command block is a Sequential Function Chart (SFC).

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Equipment Module – Command-Driven
The first step in creating an Equipment Module is to define a Named Set that will be tied to the
A_COMMAND parameter. Enter the names that will correspond to the command blocks. It is also
required to define an entry for 255.

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Equipment Module – Command-Driven
A new Equipment Module can be created as shown below. It is required to identify a Named Set
that will be tied to the A_COMMAND parameter.

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Equipment Module – Command-Driven
The steps and transitions in the command blocks are written in the same format as SFCs.

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Action Properties – Delay
Delay allows you to define a time or an expression
you want satisfied before the action is executed.
When the time has lapsed or the expression has
been evaluated TRUE, the action will be performed.
Note: The delay does not hold the step.

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Action Properties – Confirm action for pulse qualifier

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Confirm Expression Parameters
If you add a Confirm to an Action, you must configure the transition or termination that follows
to an expression that allows for the confirmation to complete.
• CONFIRM_FAIL – set whenever an action has a confirmed timeout before the expression
used in confirming becomes TRUE.
• FAILED_CONFIRMS – the number of actions on the step that have failed to confirm.
• PENDING_CONFIRMS – the number of actions on the step not yet confirmed or failed.

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Workshop – EM Plant Start-up and Shutdown

Create a named set

Create an Equipment Module

Configure COMMAND_00001 and COMMAND_00002 logic

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Workshop – EM Plant Start-up and Shutdown

The Equipment Module will have


• A command to start-up Tank101 and fill Tank201 to a set level.
• When the Tank201’s level is met, MTR-203 will be started to maintain the level in Tank201.
• The Equipment Module will also have a command to shut down Tank101 and then set the final
level you want in Tank201.
• Tank201 process will shut down after final level has been satisfied.
• You will create a parameter named STARTUP_LEVEL and a parameter named
SHUTDOWN_LEVEL to specify Tank201’s start-up and shutdown levels.

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Workshop – EM Plant Start-up and Shutdown

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Workshop – EM Plant Start-up and Shutdown

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Workshop – EM Plant Start-up and Shutdown
List the expressions for STARTUP_T101 or SHUTDOWN_T101 required to:
Set the Sequence to the Idle State _____________________________
Check if the SFC can be Started _______________________________
Start the Sequence _________________________________________
Check if the Sequence finished ________________________________

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Workshop – EM Plant Start-up and Shutdown

Step 1. Create Named Set EM-T201 using DeltaV Explorer.

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Workshop – EM Plant Start-up and Shutdown

Step 2. Modify Properties


and add names and
values as shown

Named Set EM-201


(Name is case-sensitive) Visible User Selectable
1 = Startup Process Yes Yes
2 = Shutdown Process Yes Yes
255 = Idle Yes No
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Workshop – EM Plant Start-up and Shutdown

Step 3. Right-click on PLANT_AREA_B and Add an Equipment Module called EM-TANK201.

Step 4. Set the Algorithm type to Command


driven.
Step 5. Browse for the Named Set
EM-T201.
Step 6. Open Control Studio to edit EM-
TANK201.

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Workshop – EM Plant Start-up and Shutdown

Step 7. From the Parameter View, right-click and Add a Floating-point parameter called
STARTUP_LEVEL.
Step 8. Add another parameter, SHUTDOWN_LEVEL
(floating point).

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Workshop – EM Plant Start-up and Shutdown

Step 9. Drill down to define the logic for the Command Function Blocks.

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Workshop – EM Plant Start-up and Shutdown

Step 10. Define the action expressions and transitions in COMMAND_00001 to start the
Tank101 and Tank201 processes.

a. The step START_TANK101 should


utilize the STARTUP_T101
sequence to start Tank101 by first
resetting the sequence, before
starting the sequence.

Note: named sets for SFC parameter COMMAND – $sfc_commands and STATE – $sfc_states
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Workshop – EM Plant Start-up and Shutdown

b. To Start the TANK201 process, the


sequence should make sure that the
cascade pair are in the normal modes:
FIC-20X is in CAS and LIC-20X is in
AUTO, set LIC-20X to
STARTUP_LEVEL.

c. Once the level is met, the pump can be


started in order to regulate the level.

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Workshop – EM Plant Start-up and Shutdown

Step 11. Define the action expressions and transitions in COMMAND_00002 to shutdown the
Tank101 and Tank201 processes.

a. The step SHUTDOWN_TANK101


should utilize the
SHUTDOWN_T101 sequence to
start Tank101 by first resetting the
sequence, before starting the
sequence.

Note: named sets for SFC parameter COMMAND – $sfc_commands and STATE – $sfc_states
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Workshop – EM Plant Start-up and Shutdown

b. To shutdown the TANK201 process, the


sequence should make sure that the
cascade pair are in the normal modes: FIC-
20X is in CAS and LIC-20X is in AUTO
before setting LIC-20X to
SHUTDOWN_LEVEL.

c. Once the level is met, MTR-203 can be


stopped and FIC-20X closed.

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Workshop – EM Plant Start-up and Shutdown

Step 12. Modify Module Properties and assign the EM to your controller.
Step 13. Save and download the EM.

Workshop Complete.
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Verify Equipment Modules – Command Driven
A_COMMAND – Defines which command block should be
executed. This is a named set parameter type. It accepts
command names as defined in the associated named set.

A_PV – Indicates the current PV of the module. A value


other than Idle (or whatever the 255 word is in the named
set) indicates that the COMMAND block completed without
error.

A_TARGET – An internal parameter that indicates the value


of the currently executing A_COMMAND.

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Verify Equipment Modules – Command Driven
A_ABT_ON_NEW_CMD – Determines how the module
responds to a change in A_COMMAND while executing
the previous value of A_COMMAND.

If TRUE then the module immediately aborts the current


command and begins the new one. The default value is
FALSE which means that the algorithm finishes the
current command before executing the new command.

A_CMD_CHANGED – TRUE when the A_COMMAND


parameter has been changed.

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Verify Equipment Modules – Command Driven

A_RESTART – If set TRUE, aborts the command which is


currently executing and reruns the command from the start.
The action does not depend upon the value of
A_ABT_ON_NEW_CMD.

A_RESTART_REQ (Command-Driven) – If set TRUE,


requests that the command which is currently executing
abort and reruns the command from the start.

If A_ABT_ON_NEW_CMD is TRUE then the current


command aborts immediately.

If A_ABT_ON_NEW_CMD is FALSE then the user logic must


terminate the current command when A_CMD_CHANGED is
TRUE.

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Verify Equipment Modules – Command Driven

A_TARGET
A_PV
RUN – Writes the selected
List of available command to the A_COMMAND
commands parameter

Restart Current Command


sets the A_RESTART
parameter to TRUE

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Workshop – Verifying Command Driven Module

Operate the new Command Driven Equipment Module

Verify the new Command Driven Equipment Module is functional

Correct the Command Driven Equipment Module


Start-up and Shutdown the process using Equipment Modules in
DeltaV Operate

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Workshop – Verify Command Driven Module

Step 1. Add the following datalinks to your TANK201 display with the following characteristics:
EM-TANK201/STARTUP_LEVEL.F_CV (data entry – Numeric)
EM-TANK201/SHUTDOWN_LEVEL.F_CV (data entry – Numeric)
Step 2. Add a button on the Tank201 display that launches the faceplate for EM-TANK201 by
using the faceplate expert.

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Workshop – Verify Command Driven Module

Step 3. Open EM-TANK201 with Control Studio On-line.

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Workshop – Verify Command Driven Module
Step 4. Change the STARTUP_LEVEL to a desired value.
Step 5. Verify the Start-up Process command starts up TANK101 and TANK201.

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Workshop – Verify Command Driven Module
Step 6. Change the SHUTDOWN_LEVEL to a desired value.
Step 7. Verify the Shutdown Process command shuts down TANK101 and TANK201.

Workshop Complete
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Workshop – Export

Export the configuration database using DeltaV Explorer

Export the operator displays from the Graphics-iFix/pic folder

This workshop walks you through the steps to Export objects in the DeltaV configuration
Database and the Graphics configuration database. These files can be transferred from one
workstation to the other when required.

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Workshop – Export
Step 1. Create a new folder called ‘7009 Export’ on your DeltaV workstation.

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Workshop – Export DeltaV database objects
Step 2. From DeltaV Explorer, you can select the individual database objects or the
container to export. e.g., right-click on the Physical Network and select Export to the
‘7009 Export’ folder. Click Save.

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Workshop – Export DeltaV database objects
Step 3. Export Control Strategies by selecting the ‘7009 Export’ folder as the destination. Click
Save.

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Workshop – Export DeltaV database objects
Step 4. Export Named Sets that you created during the course e.g., EM-T201 to the same
folder. Click Save.

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Workshop – Export pictures
Step 5. Launch Windows Explorer by selecting ...
→ All apps → Windows System → File Explorer
then access the DeltaV\DVDATA\Graphics-iFix\Pic folder to copy the pictures.

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Workshop – Export pictures

Step 6. Copy the Ovw_ref.grf, Tank101.grf, and Tank201.grf files to the ‘7009 Export’ folder
from the DeltaV\DVData\Graphics-iFIX\Pic folder.
Step 7. This workshop walks you through the steps to Export objects in the DeltaV
configuration Database and the Graphics configuration database. These files can be
transferred from one workstation to the other when required.

Workshop Complete
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Summary

Define the application of an Equipment Module

Create a Named Set

Create a Command Driven Equipment Module

Export DeltaV Database Objects

Copy pictures

This course book is intended for the person assigned to this course and any retransmission, reproduction, or any action take in reliance upon this content is strictly prohibited.
DeltaV Refresher Training &
Learning Paths
Module 12

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DeltaV Refresher Training
Refresher training provides students that attend a 7009, 7409, 7016, and 7017 course with
resources to keep their newly gained skills sharp and reinforce their understanding of course
material.
After completing the course, students will be given access to a cloud-hosted DeltaV system and
videos demonstrating the course workshops.

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DeltaV Refresher Training
Students can watch the pre-recorded recorded videos and perform all the workshops covered in
the courseware.
Key details :
• Recorded Workshop Review: Yes
• Live Instructor: No
• Students can ask course / workshop related questions:
No
• Videos will address common issues experienced by
students
• Students can get technical assistance: Yes, reach out to
[email protected]
• Length of Access to DeltaV Workstation/Videos (Skytap):
6 Months
• DeltaV Workstation Runtime Limit (Skytap Environment):
14 hours
• Requirements: High speed internet (DSL minimum),
HTML 5 compliant browser
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DeltaV Refresher Training
Steps to access Skytap VM from MyTraining:
1. After completing the course, access the course from MyLearning History

2. From the course details page, click on the Request VM button. This button is available for one
year after completing the course. This will create a refresher training environment in Skytap.

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DeltaV Refresher Training
3. It may take a few minutes for the Virtual Machine (VM) environment to be created and started. A
Refresh button is available to check is the process is complete.

4. Once the environment is available, a Launch button will become available as shown below:

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DeltaV Refresher Training
Once the VM is launched, the following screen will appear. Viewing the short video titled Accessing
Your Virtual PC is strongly recommended. This contains information on using the Skytap
environment and how to properly suspend your Skytap session to preserve your unused hours.

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DeltaV Refresher Training
After viewing the Accessing Your Virtual PC video, you are ready to start your Virtual Machine(VM).
To start your Virtual Machine, click the items in this environment as indicated below:

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Lifecycle Services
Process Systems and Solutions
What is Lifecycle Services?

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EDUCATIONAL SERVICES
Face-to-Face Virtual Classroom Onsite Training
Classroom Blended Training

• Direct access to • Live remote • Certified Instructor • Self-paced –


Emerson Certified instructors • Tailored to specific anytime, anywhere
Instructors • Cloud-based needs • Cloud-hosted 24/7
• Broad Offerings workshops • Onsite training at system access
• Global Training • Convenient (no your facility • Full-length courses
Centers travel required)

System
Technicians Operators Engineers
Administrator

JOB ROLES
www.emerson.com/education
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489

Design Your Career Path

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MicroTraining Subscription
Master new skills with bite-size training

Emerson Expert-led training videos for automation & control and operation management
software with the freedom to access anywhere, anytime for all roles in the modern-day
plant.
On-demand short “how-to” videos
Access videos on MyTraining – mytraining.emerson.com

*Guardian users can access free examples of


MicroTraining videos by signing in and clicking Support >
Education > Online Videos.

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Partner With Emerson To Drive Your Top Quartile Strategy

Exemplary Customer Experience

• Emerson Certified Service Personnel


• Emerson Certified Local Service Centers
• Adherence to global health, safety, and
environment regulations and practices

• Certified expertise. Comprehensive


This course service
book is intended for the person portfolio.
assigned to this courseGlobal reach with
and any retransmission, localorpresence.
reproduction, any action take in reliance upon this content is strictly prohibited.

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Maintenance Services

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Reliability Services

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Performance Services

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Guardian Support
Risk Management
• Matched system specific information and proactively
manage risk
• Microsoft updates are tested and bundled for easier installation
• Dashboard gauges overall system health

Lifecycle Management
• Lifecycle status to better plan for upgrades and replacements and
access to all software updates
• Accurate inventory of all system components and licensing
Optimize the reliability
• Expertise and advice for maintaining your system, with resources to
and performance of help troubleshoot or extend knowledge through the Global Service
your system Center

Incident Management
• Access to experts at all times to help you through critical issues
• Knowledge Base Articles to help fix issues quickly and correctly
• Historical record of issues makes it easy to collaborate or share
information across your enterprise

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SureService Program

SureService
packaged services
makes it easier to fill
the gaps between
where you are now,
and where you want
to be in the future.

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