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Malaysia End-User Seminar11 November 20091

Device Management

Jonas BergeEmerson Process Management

Malaysia End-User Seminar11 November 20092

Topics

• What is intelligent device management?• Integrated device management• Why do I need a handheld field communicator?

– With fieldbus, I can do everything remotely from the control room, right?

• Handheld and workstation, are they the same?

3Malaysia End-User Seminar

11 November 2009

Intelligent Device Management

Malaysia End-User Seminar11 November 20094

The Promise of Bus Technologies:- Intelligent Device Management

Live Device Data• Monitoring

– Identification– Information

• Diagnostics• Configuration/Setup

– Parameterization– Range– Calibration Trim– Simulation & Override– Device Security

Database• Service Notes• Audit Trail and Reporting

– Configuration changes– Maintenance

• Device List• Calibration Scheduling• Documentation• Calibration Log Entry

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Sophisticated Workstation Graphics

Waveform Graph

Image

Trend Chart

Bar/Histogram

Gauge

Frame

Tabbed Card

Navigation

Table

Pop-Up Window

Malaysia End-User Seminar11 November 20096

Same Graphics in Handheld

Waveform GraphImage

Trend ChartBar/Histogram

Gauge

Table

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“Wizards”• Device Management

System• Handheld Field

Communicator

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Manufacturer Know How

• Device Management System

• Device Management System

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Identification

• Tag• Device ID• Manufacturer• Model number• Serial numbers• Versions

– Hardware– Firmware

• etc.

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Information

• Materials of constructions– Wetted parts

• Primary element data– Orifice plate

• Final element data– Actuator

• Manufacturer• Model number• Serial number

– Valve• Manufacturer• Model number• Serial number

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Diagnostics

• Sensor failures• Plugged impulse line• Loss of supply air• Memory failures• etc.

Fix problems sooner

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Smart Diagnostics- Integrated Device Management

• Normal operation...

• Device failure...• Faceplate...• Diagnostics

– No device configuration

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Performance Analysis

• Vibration spectrum• Valve signature• Step response• Hysteresis• etc.

Reduce Process

Variability

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Operational Statistics

• Reversals• Total travel• Power cycles• etc.

Predict and avoid problems

before they occur

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Parameterization

• Ranging• Advanced setup

– Radar echo curve• Reconciliation

– Compare• etc.

Faster commissioning

and replacement

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Device Security

• Write protection

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Document Access

• Device Type Documents– Product Data Sheet– Manuals– Procedures

• Plant Location Documents– P&ID– Loop diagram

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Monitoring

• Dynamic monitoring of device internal parameters and logic

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Maintenance

• Log– Calibration– Inspection– Service– etc.

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Service Notes

• Permanent record of technician's observation

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Audit Trail and Report• Reporting on all activities of activities for

traceability

Easier regulatory

compliance

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Scheduling

• Schedule– Calibration Trim

Better utilization of resources

23Malaysia End-User Seminar

11 November 2009

Calibration

What is calibration?Calibration CheckCalibration Trim

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CalibrateANSI/ISA–S51.1–1979 (R1993)

Calibrate: To ascertain outputs of a device corresponding to a series of values of the quantity which the device is to measure, receive, or transmit. Data so obtained are used to:

1) determine the locations at which scale graduations are to be placed;

2) adjust the output, to bring it to the desired value, within a specified tolerance;

3) ascertain the error by comparing the device output reading against a standard.

Malaysia End-User Seminar11 November 200925

Calibration- What does it mean?

1. Determine the locations at which scale graduations are to be placed;

– Set the 4 mA and 20 mA points (range)– Scaling/ranging can be done remotely without applying input– Scale/range not applicable to most fieldbus transmitters

2. Adjust the output, to bring it to the desired value, within a specified tolerance;

– Trim the output current– Need to connect a multimeter– Not applicable to fieldbus

3. Ascertain the error by comparing the device output reading against a standard.

– Trim the sensor reading– Need to apply input (e.g. equalize and vent manifold to zero)– Is applicable to fieldbus

Malaysia End-User Seminar11 November 200926

Calibration for Fieldbus

•Sensor Trim– If measurement reading is

wrong it must be corrected• E.g. correct for mounting position

– From transducer block– Need to apply input

• Done in the field

• Configure Range/Scale Setting

–Zero and Span• In PID block (valve or

controller)• In AI block for inferential

measurements such as DP flow and DP level

• Some transmitters may need range to operate

• Cancel wet-leg etc.–Set the portion (range/scale) between sensor limits which is of interest for application

–In function block–Just setting a value

•Done remotely from control room

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Calibration Trim

• Methods simplify complex tasks

• Ensure correct procedure

• Eliminates mistakes

Malaysia End-User Seminar11 November 200928

Field Calibration Trim Tools

• Field Communicator– Plus calibrator– Clipboard for notes

• Documenting calibrator– With Fieldbus interface– Mainly pressure and

temperature

Reduce Paper Work

29Malaysia End-User Seminar

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Handheld Communicator

Field Work

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Why do I need a handheld field communicator?

• Field tasks– Sensor trim

• Turn manifold– Cancel wet-leg

• Verify empty– Valve stroking

• See it move– Repair

• If it indeed failed

• Laptop/tablet– Heavy– Moving parts– Usually not rugged– Not hazardous area

certified– Limited battery life

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Are Handhelds and Device Management Software The Same?

• Information content & structure– Same, because determined by the device

manufacturer, not the system/handheld• Look & feel

– Slightly different, because dependent on the platform• Screen size, color, keyboard, mouse...

• Features– Different

• Device management software is permanently connected• Device management software has a database

– Audit trail, scheduling, persistent data storage, manuals, other documents etc.

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Conclusion

• You don’t have to go to the field as often– Diagnostics and configuration done remotely

• You still need to go to the field sometimes• Working in the field is easier than in the past• Specialized tools and solutions for fieldbus are

available• Fieldbus is not difficult

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www.fieldbus.org

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