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Instrument Toolkit Training

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Page 1: Instrument Toolkit Training Agenda ã Training Objectives ã Toolkit Overview ã Toolkit Installation ã Toolkit Import/Export ã Examples ã Summary

Instrument Toolkit Training

Page 2: Instrument Toolkit Training Agenda ã Training Objectives ã Toolkit Overview ã Toolkit Installation ã Toolkit Import/Export ã Examples ã Summary

Agenda

Training Objectives

Toolkit Overview

Toolkit Installation

Toolkit Import/Export

Examples

Summary

Page 3: Instrument Toolkit Training Agenda ã Training Objectives ã Toolkit Overview ã Toolkit Installation ã Toolkit Import/Export ã Examples ã Summary

Training Objectives Skills

Customize the Toolkit Environment

Install the Instrument Toolkit

Utilize the Import/Export Features of the Toolkit

Use the Toolkit to Select Valid Model #’s

Perform Technical Calcs for Customers

Generate Reports for Customers

Knowledge Understand the Functionality of All the Toolkit Modules

How to Access Technical Support

Page 4: Instrument Toolkit Training Agenda ã Training Objectives ã Toolkit Overview ã Toolkit Installation ã Toolkit Import/Export ã Examples ã Summary

Agenda

Training Objectives

Toolkit Overview

Toolkit Installation

Toolkit Import/Export

Examples

Summary

Page 5: Instrument Toolkit Training Agenda ã Training Objectives ã Toolkit Overview ã Toolkit Installation ã Toolkit Import/Export ã Examples ã Summary

Rosemount Product Sizing & Selection Engineering Database Connectivity Technology Selection

Instrument Toolkit

Page 6: Instrument Toolkit Training Agenda ã Training Objectives ã Toolkit Overview ã Toolkit Installation ã Toolkit Import/Export ã Examples ã Summary

Orifice Calculations Results 3051CD2A52A1AB4I5 1195S1T1S0010AA Specification Sheet Calculation Report

Process Application Data: Tag Number Process Fluid Parameters Flow Rates Pressure conditions Temperature Conditions Pipe Size/Connection Materials of Construction etc.

Product Sizing & Selection

Example: DP Transmitter w/ Primary Element

Page 7: Instrument Toolkit Training Agenda ã Training Objectives ã Toolkit Overview ã Toolkit Installation ã Toolkit Import/Export ã Examples ã Summary

Instrument Toolkit Organization Common look and feel across modules.

Instrum ent Toolkit

P re ss u re

S O A P 2 000

P re ss u reA pp lic a tion

D P F low

S O A P 2 000

V o rtex

M a g m e ter

F lo w W iza rd

F lowA pp lic a tion

T em p era tu re

T em p era tu reA pp lic a tion

P re ss u re

S O A P 2 000

A P E X R ad a r

L ev elA pp lic a tion

T oo lbox

Page 8: Instrument Toolkit Training Agenda ã Training Objectives ã Toolkit Overview ã Toolkit Installation ã Toolkit Import/Export ã Examples ã Summary

Customizing Toolkit

Page 9: Instrument Toolkit Training Agenda ã Training Objectives ã Toolkit Overview ã Toolkit Installation ã Toolkit Import/Export ã Examples ã Summary

Technical SupportMarketing Contacts

DP Flow

- Joel Lemke

8605

- John Landsom

8611

- Joe Wing

8607

Vortex

- Nicole Ridder

8633

Magmeter

- Greg Gromek

8601

DP Level

- Trent Soberg

8653

Apex

- Tom Wienke

8615

- Jim Willis

8625

Temperature & Pressure

- Brad Mathiowetz

8613

- Todd Wallace

8629

Tech support for ‘module specific’ questionsAll Phones are 906-

Americas MarketingJim Tweedie 949-5161

Product ManagerSteve Rogers 828-3915

Page 10: Instrument Toolkit Training Agenda ã Training Objectives ã Toolkit Overview ã Toolkit Installation ã Toolkit Import/Export ã Examples ã Summary

Instrument Toolkit Positioning

• Toolkit is primarily used internally to FR.• Inside & Outside sales functions• Order management

• Externally, it is a unique product that can help win more sales.

• As product matures, focus will shift external• Use it to penetrate new accounts, & win big

projects

Page 11: Instrument Toolkit Training Agenda ã Training Objectives ã Toolkit Overview ã Toolkit Installation ã Toolkit Import/Export ã Examples ã Summary

Training Objectives Skills

Customize the Toolkit Environment

Install the Instrument Toolkit

Utilize the Import/Export Features of the Toolkit

Use the Toolkit to Select Valid Model #’s

Perform Technical Calcs for Customers

Generate Reports for Customers

Knowledge Understand the Functionality of All the Toolkit Modules

How to Access Technical Support

Page 12: Instrument Toolkit Training Agenda ã Training Objectives ã Toolkit Overview ã Toolkit Installation ã Toolkit Import/Export ã Examples ã Summary

Agenda

Training Objectives

Toolkit Overview

Toolkit Installation

Toolkit Import/Export

Examples

Summary

Page 13: Instrument Toolkit Training Agenda ã Training Objectives ã Toolkit Overview ã Toolkit Installation ã Toolkit Import/Export ã Examples ã Summary

Instrument Toolkit Installation Typical Installation :

Requires 90 mB of Free Disk Space Includes ALL Help Files Includes PDS Files & Acrobat Viewer Includes Technical Data Sheets

Page 14: Instrument Toolkit Training Agenda ã Training Objectives ã Toolkit Overview ã Toolkit Installation ã Toolkit Import/Export ã Examples ã Summary

Instrument Toolkit Installation Compact Installation:

Requires 35 mB of Free Disk Space Allows user to access PDS and TDS

information from the CD-Rom Drive Requires User to possess the Installation

CD.

Page 15: Instrument Toolkit Training Agenda ã Training Objectives ã Toolkit Overview ã Toolkit Installation ã Toolkit Import/Export ã Examples ã Summary

Agenda

Training Objectives

Toolkit Overview

Toolkit Installation

Toolkit Import/Export

Examples

Summary

Page 16: Instrument Toolkit Training Agenda ã Training Objectives ã Toolkit Overview ã Toolkit Installation ã Toolkit Import/Export ã Examples ã Summary

Customer Need: Specify instruments from Process Data

Flow Rates Pressure Temperature Process

Tag Number Max Normal Min Max Normal Min Max Normal Min FluidFT-101 100 lbs/hr 50 lbs/hr 5 lbs/hr 1000 psi 500 psi 0 psi 200 F 100 F O F Nitrogen

FT-102 100 lbs/hr 50 lbs/hr 5 lbs/hr 1000 psi 500 psi 0 psi 200 F 100 F O F Nitrogen

FT-103 100 lbs/hr 50 lbs/hr 5 lbs/hr 1000 psi 500 psi 0 psi 200 F 100 F O F Nitrogen

FT-104 100 lbs/hr 50 lbs/hr 5 lbs/hr 1000 psi 500 psi 0 psi 200 F 100 F O F Nitrogen

STEP 1: Import process data

STEP 2: Perform sizing calculations

STEP 3: Generate model numbers & spec. sheets

STEP 4: Export data

Instrument Import/Export

Page 17: Instrument Toolkit Training Agenda ã Training Objectives ã Toolkit Overview ã Toolkit Installation ã Toolkit Import/Export ã Examples ã Summary

Instrument Import/Export

Tagno ServiceNorm Temp

Design Temp

Temp Unit

Nor Press

Design Pres

Press Unit

Max Flow Rate

Norm Flow Rate

Min Flow Rate

Full Flow Rate

Flow Rate Unit

FT-101 UTILITY WATER 70 C 100 200 psia 3 2 0 3 USGPMFT-201 UTILITY STEAM 350 450 F 300 psig 4000 3500 0 lb/hrLT-101 DIESEL FUEL STORAGE70 C 45 200 psia TT-101 BOILER FEED WATER85 F psig WaterPT-101 UTILITY AIR 80 F 150 200 psig AirFT-SPARE UTILITY WATER 70 C 100 200 psig 3 2 0 3 USGPMFT-201 NATURAL GAS 65 100 F 150 250 psig 5000 3500 500 6000 SCFM

Customer’s Process Data

Page 18: Instrument Toolkit Training Agenda ã Training Objectives ã Toolkit Overview ã Toolkit Installation ã Toolkit Import/Export ã Examples ã Summary

Instrument Import/Export

tag tag t1 tag tag tag f1 tag tagtagno tagmodule_id t31 temp_max temp_nor temp_min f46 temp_unit amb_temp_maxchar integer char double double double double char double

40 4 255 8 8 8 8 18 8Tagno Instrument Type Service Max Temp Norm TempMin Temp Design TempTemp Unit Max Amb Temp

Toolkit Import Header

Page 19: Instrument Toolkit Training Agenda ã Training Objectives ã Toolkit Overview ã Toolkit Installation ã Toolkit Import/Export ã Examples ã Summary

Instrument Type

• The instrument type must be filled in manually before importing data into the toolkit.

Instrument Type ID Instrument Description

1 Pressure Transmitter

2 Magnetic Flowmeter

3 Differential Pressure Flowmeter

4 Vortex Flowmeter

5 Temperature Sensor, or Transmitter

6 Remote Seals

7 Apex Radar Level Gage

8 Coriolis Flowmeter

Page 20: Instrument Toolkit Training Agenda ã Training Objectives ã Toolkit Overview ã Toolkit Installation ã Toolkit Import/Export ã Examples ã Summary

Training Objectives Skills

Customize the Toolkit Environment

Install the Instrument Toolkit

Utilize the Import/Export Features of the Toolkit

Use the Toolkit to Select Valid Model #’s

Perform Technical Calcs for Customers

Generate Reports for Customers

Knowledge Understand the Functionality of All the Toolkit Modules

How to Access Technical Support

Page 21: Instrument Toolkit Training Agenda ã Training Objectives ã Toolkit Overview ã Toolkit Installation ã Toolkit Import/Export ã Examples ã Summary

Agenda

Training Objectives

Toolkit Overview

Toolkit Installation

Toolkit Import/Export

Examples

Summary

Page 22: Instrument Toolkit Training Agenda ã Training Objectives ã Toolkit Overview ã Toolkit Installation ã Toolkit Import/Export ã Examples ã Summary

DP Transmitter Example

• Transmitter Info (3051C)– Calibrated 0 - 75 in H20– Integral Mount 3-valve coplanar manifold– Meter, FM Explosion-proof Approval– SST Wetted Matl’s

• Find a Model Number and Price• Customer gets 18% disc. on 3051

• Add a spare sensor module part

Page 23: Instrument Toolkit Training Agenda ã Training Objectives ã Toolkit Overview ã Toolkit Installation ã Toolkit Import/Export ã Examples ã Summary

DP Transmitter Answer

• 3051CD2A02A1AM5E5S5

$1532 (List) less 18% = $1256

• 0305RC32B11 $275

• 03031-1045-0022 $780

Page 24: Instrument Toolkit Training Agenda ã Training Objectives ã Toolkit Overview ã Toolkit Installation ã Toolkit Import/Export ã Examples ã Summary

DP Flow Example

• Multivariable Transmitter with Std. ASME Orifice

• Line: 6” sch 40• Flows: 2000 / 20,000 / 25,000 lb/hr• Fluid: Steam• Conditions: 150 psig, 400 °F• Size for 100 ”H2O @ Max Flow• SST Wetted Materials, FM Explosion Proof

– Find Models & Prices– E-mail Calc. Sheet as Excel

Page 25: Instrument Toolkit Training Agenda ã Training Objectives ã Toolkit Overview ã Toolkit Installation ã Toolkit Import/Export ã Examples ã Summary

DP Flow Example

• 3095MA2CABA13AA000AB $2482• 1495PC060A3SAXXXXXBC $149• 1496WN060A3C $380• To E-mail

– Edit CDS & Calc Sheet– save as Excel 5.0

Page 26: Instrument Toolkit Training Agenda ã Training Objectives ã Toolkit Overview ã Toolkit Installation ã Toolkit Import/Export ã Examples ã Summary

Vortex Example

• Process Data • Water; 0 - 500 USGPM• 120 psig, 65 °F• 6 inch line, 150# Flange (prefer a flanged meter)

• LCD Meter, CSA Explosion Proof• Need a Pulse output (1 pulse /gal)

• Will a 6” Vortex meter work?

• Find a Model & Price

• E-mail the CDS & Calc Sheet as Excel

Page 27: Instrument Toolkit Training Agenda ã Training Objectives ã Toolkit Overview ã Toolkit Installation ã Toolkit Import/Export ã Examples ã Summary

Vortex Answers

• Yes

• 8800CF060SA1N1P1E6M5 $4013

• To E-mail – Edit CDS & Calc Sheet– save as Excel 5.0

Page 28: Instrument Toolkit Training Agenda ã Training Objectives ã Toolkit Overview ã Toolkit Installation ã Toolkit Import/Export ã Examples ã Summary

Temperature Example

• Application Data• Smart Temperature Transmitter & RTD• Head Mount Preferred• Process Temp 32 - 120 °F• Ambient Temp in Northern US• U = 6”, 3” Union Extension• Process Connection is 3/4” NPT• Tapered 316 SST Thermowell

• Find models & Price

Page 29: Instrument Toolkit Training Agenda ã Training Objectives ã Toolkit Overview ã Toolkit Installation ã Toolkit Import/Export ã Examples ã Summary

Temperature Example

• 0078T21C30A060T26129 $233

• 644HNA129 $512

Page 30: Instrument Toolkit Training Agenda ã Training Objectives ã Toolkit Overview ã Toolkit Installation ã Toolkit Import/Export ã Examples ã Summary

Level Example

• Process Info• Closed vessel, balanced system• 8 ft. between taps, 10 ft. tank height,

transmitter 1 ft. below bottom tap • Min level 0 ft., max level 7.5 ft.• Fill Fluid: D.C. 200, Process S.G. = 0.85• 3” 150# flanges, SST wetted materials• flush ring with 2, ½” NPT connections

• Find the Calibration

• Model & Price for 3051 w/ FFW seals

Page 31: Instrument Toolkit Training Agenda ã Training Objectives ã Toolkit Overview ã Toolkit Installation ã Toolkit Import/Export ã Examples ã Summary

Level Answers

• Find the Calibration• 4 mA = -89.66 in H20• 20 mA = -13.16 in H20

• 3051CD2A22A1AS2 $1479

• 1199DDB10AFFW71CAA9 $919 ea.($1838 for both)

Page 32: Instrument Toolkit Training Agenda ã Training Objectives ã Toolkit Overview ã Toolkit Installation ã Toolkit Import/Export ã Examples ã Summary

Training Objectives Skills

Customize the Toolkit Environment

Install the Instrument Toolkit

Utilize the Import/Export Features of the Toolkit

Use the Toolkit to Select Valid Model #’s

Perform Technical Calcs for Customers

Generate Reports for Customers

Knowledge Understand the Functionality of All the Toolkit Modules

How to Access Technical Support

Page 33: Instrument Toolkit Training Agenda ã Training Objectives ã Toolkit Overview ã Toolkit Installation ã Toolkit Import/Export ã Examples ã Summary

Agenda

Training Objectives

Toolkit Overview

Toolkit Installation

Toolkit Import/Export

Examples

Summary

Page 34: Instrument Toolkit Training Agenda ã Training Objectives ã Toolkit Overview ã Toolkit Installation ã Toolkit Import/Export ã Examples ã Summary

Summary

The Toolkit design is solid; we have met the original performance targets.

Requirements for the Toolkit satisfy: Engineering Construction firms (E&Cs) End-Users RMT internal users

User acceptance has been positive: Easy to Use Fast

Page 35: Instrument Toolkit Training Agenda ã Training Objectives ã Toolkit Overview ã Toolkit Installation ã Toolkit Import/Export ã Examples ã Summary

Summary Your support and feedback is integral to the

success of the Toolkit. Users can assist by documenting any Toolkit

issues and sending a cc:mail to Randy Durick, or RMD-Instrument-Toolkit, Eden Prairie.

Enhancements are dependent on feedback gathered from users. All Toolkit related

feedback should be sent via cc:mail to RMD-Instrument Toolkit, Eden Prairie mailbox

Page 36: Instrument Toolkit Training Agenda ã Training Objectives ã Toolkit Overview ã Toolkit Installation ã Toolkit Import/Export ã Examples ã Summary

Summary

THANK YOU!!