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Process control and automationtrainingTraining solutions
Products Solutions Services
Training Solutions
3Contents
Contents
4 Introduction
5 Our facilities
6 Main training area
9 Outline of training courses and modules
10 Training courses and modules: TC1001
12 Training courses and modules: TC1002
14 Training courses and modules: TC1004
16 Customised training courses
17 Getting to Endress+Hauser
18 Course schedule
Introduction
4 Training solutions
In today’s competitive marketplace, a well-trained and motivated work force is vital. Investing in employees ensures the continued success of your company.
Training within Endress+Hauser focuses on LEARNING, not on TEACHING. “The goal is NOT that the trainees just participate in a training course, but that they really learn something.”
Situated in our purpose-built Sandton offices, our new training centre and programs are ready to offer technical training courses to industry and educational establishments.
Whether it’s helping your staff understand the measurement principles, installation requirements, set up of instruments at commission time or teaching advanced diagnostics and long term asset management, we have the facilities and the expertise to work with you to meet all of your training requirements.
Research of learning theory for adults shows several criteria which
help to improve the knowledge retention rate during a training course. One major aspect is active training methods rather than just lecture style presentation. Thus, the training courses focus on an active participation of the trainees whereby all the theoretical modules are supplemented by hands-on workshops and discussions. On-going assessments give the participant timely feedback on his or her progress and / or any weaknesses.
Endress+Hauser is launching a series of standard training courses. The content is designed to help at all levels, ensuring that your staff are knowledgeable and competent to work on the valuable asset represented by your instrumentation and control equipment.
As well as offering standard training courses at our office in Sandton we can offer customised courses to suit your own particular requirements plus our training team can come to you if required.
Chris GimsonTraining ManagerEndress+Hauser (Pty) Ltd
[email protected]+27 11 262 8087+27 60 9766 380
Our facilitiesWhat we offer at our offices in Sandton
• A 98-seater auditorium fitted with state-of-the-art audio-visual equipment.
• Additional training rooms with full audio-visual equipment
• An environment where you can learn to maintain, diagnose faults and reprogram instruments at your own pace with a wide range of individual process instruments including power supplies, test equipment and measurement evaluation tools
• Product demonstration plinths
• wazzup Café refreshment area and meeting room facilities.
• Secure car parking
• Facilities for the physically disabled
5Facilities
Main training area
6 Training solutions
A Universal Training Rig (UTR) that is designed to simulate a real process environment
7Universal Training Rig (UTR)
several level meters including interface measurement to show the differences in handling and performance. A pH dosing station can change the pH value in the mixing tank. From the mixing tank the emulsion can either be pumped around a loop or into a gravity separator, and back to the storage tanks.
The fully equipped rig is designed to allow the trainee to understand the operation of different measurement technologies under real-life conditions. Also the appropriate selection, sizing, and installation of the field instruments to suit the application are of importance and are extensively covered in the theoretical training.
Extensive setup and programming of the field instruments will be carried out creating an understanding of the different parameterisation requirements for different measuring technologies not only under “ideal” but also under difficult process conditions.
The three process control techniques (PID) can be demonstrated individually and combined through various exercises with control loops on the rig: pressure, temperature, level, flow, density.
Instrumentation The UTR is equipped with a variety of process measuring sensor technologies in order to offer the trainees the possibilities of different hands-on experiences.
Control system The processes are controlled by an embedded Programmable Logic Controller (PLC) and communication between the field instruments and control system is a mixture of 4-20 mA and digital signals, collected by a remote input/output system and then transmitted to the PLC via Profibus DP.
Control Loops The level in the mixing tank can be controlled by different level instruments, selectable via the PLC screen. Flow from the storage tanks to the mixing tank canbe controlled via a Coriolis flow meter for oil and an Electromagnetic flow meter (Mag Meter) forwater acting on the relevant pumped line.
The UTR is a purpose-built completely functional and practical simulation of a wide variety of instrumentation and measuring processes. The design has included as many different field sensors and corresponding control loops as possible. The UTR does not emulate a production process of any specific industry, but includes the frame conditions in a way to offer a variety of training topics relevant to most industries.
The basic concepts of the rig are a mixing application of water and oil with a subsequent separation of the two media or to simply utilise either of the liquids singularly. As the rig consists of two tanks holding the water and the oil, both liquids can be pumped separately or together, according to a definable density, into the mixing tank.
To simulate entrained gas in the liquid, compressed air can be injected into the fluid. The mixing tank is equipped with
Software The Human Machine Interface (HMI) is part of the PLC and offers visual information about the process conditions as well as the option to change set-points or to select different instruments for control. An alarm server is also part of this HMI.
The oil/water ratio can be controlled by a cascade controller and the density of the emulsion either via a Coriolis flow meter or a vibrating fork device, both of which are acting on the oil line.
The temperature in the mixing tank is controlled by a temperature sensor linked to a heating element. The pH value in the mixing tank can be controlled by a pH
sensor either in the pipe or in the vessel and the dosing point of caustic and acid can be selected between the pipe and the vessel.
The pressure in the pipe to the mixing tank can be controlled by a pressure device acting on a control valve.
Content focus The “Universal Training Rig” used throughout the course is designed to present the operation of different measurement technologies under real-life conditions. Also in real life, the appropriate selection, sizing, and installation of the field instruments are of critical importance for successful operation. Extensive setup and programming of the field instruments is therefore carried out creating an understanding of the different parameterisation requirements for different measuring technologies not only under “ideal” but also under difficult process conditions.
The different features ofLife Cycle management(LCM) will bedemonstrated withthe Internet based toolof the W@M suite i.e.operation activities aswell as maintenance andrepair.
Training methodology All courses consists of both theoretical lessons and hands-on exercises focusing on a learner centered approach to ensure a high and sustained impact of the training session. For this reason the maximum number of participants is limited to 6.
Theoretical and practical assessments as part of the training course ensure that the training objectives are met.
8 Training solutions
9Outline of training courses and modules
Outline of training courses and modulesProcess measurement and instrumentation
TM2000
TM2000
TM2005
TM2020
TM2005
TM2001
TM2001
TM2007
TM2031
TM2007
TM2002
TM2002
TM2008
TM2032
TM2008
TM2003
TM2003
TM2009
TM2009
2 hours
2 hours
2 hours
2 hours
2 hours
2 hours
2 hours
1 day
1 hour
1 day
2 days
2 days
1 day
2.25 hours
1 day
2 days
2 days
1 day
1 day
P&ID Diagrams
P&ID Diagrams
Temperature Measurement
Thermocouple & RTD sensor types
Temperature Measurement
Software tooling (Applicator & FieldCare)
Software tooling (Applicator & FieldCare)
Control
Temperature transmitters
Control
Level Measurement
Level Measurement
Oil Application
Temperature sensors and thermowells: practical selection guide and common mistakes
Oil Application
Flow Measurement
Flow Measurement
Density Measurement
Density Measurement
TC1001 – Total duration 5 days
TC1002 – Total duration 4 days
TC1004 – Total duration 2 days
TC1003 – Total duration 9 days
5 CPD points
4 CPD points
2 CPD points
9 CPD points
Title
Title
Title
Title
Duration
Duration
Duration
Duration
Module reference
Module reference
Module reference
Module reference
Custom training courses can be created using the above individual modules to suit your own requirements (minimum 4 trainees).
Contact Chris [email protected] discuss your requirements
TM2004
TM2004
TM2010
TM2033TM2034
TM2010
2 hours
2 hours
3 hours
1 hour3 hours
3 hours
Pressure Measurement
Pressure Measurement
Digital Communications & Plant Asset Management
Calibration, PER & other value added servicesBuild your own temperature sensor
Digital Communications & Plant Asset Management
TC1001: Process measurement and instrument configuration I
Learning objectives
Pre-requisite for course Delegates should have some basic experience of their plant processes and instrumentation used.
Target Groups Project engineers and management, Instrument technicians, Factory engineers and management, Quality technicians and management.
Benefit Get a comprehensive view of different measurement technologies, their strengths, weaknesses and selection criteria. Study the different components and learn their specific characteristics with the help of working models. Practical exercises in reading P&I diagrams will enable you to discuss the best selection of technology and field devices in relation to the “best fit for purpose” with users in an automation project.
Course content This course involves all elements of process instrumentation, basic measuring principle,selection, installation, setup, operation and device exchange. The course layout is designed so that the participant receives both practical experience with hands on exercises and theoretical knowledge via class room tutorials. Even during the theoretical session we useactive teaching methods to integrate the training in an effective way.
Course format The course is delivered as one block of 5 days, or 2 blocks of 2 and 3 days respectively
Pipe & Instrument Diagrams (P&ID):• P&ID: Flow chart, P&I diagrams• The meaning of the flow diagram• The meaning of the P&ID symbols• The meaning of the P&I diagram• Determination of all of the main components of the training rig• Determination of all of the control loops on the training rig• Identification of each measuring point and measuring principle on
the training rig
Software tooling (Applicator and FieldCare):• Know and understand the FDT/DTM (Field Device Tool / Device Type
Manager) technology • Features of the Endress+Hauser software tool FieldCare• The differences between local configuration at the display and
remotely via FieldCare• Configuration of a field device using FieldCare• Selection of the correct measuring principle and instrument for
a particular application using the Endress+Hauser software tool Applicator
• The features of Applicator and how to use them• How to determine the correct sizing for a flow meter in a specific
application using Applicator
Ref. TM2000
Ref. TM2001
@-computer mouseApplication:Website links
PersonApplication:Personnel messages, personal portraits
Info-iApplication:Infoboxes
Play ButtonApplication:Video clips
Exclamation markApplication:Important notices/information
ArrowApplication:Links to other sections or publications
Check markApplication:Product advantages
Speech bubbleApplication:Interviews, quotes
10 Training solutions
Level measurement:• Capacitive, hydrostatic, ultrasonic, radar, vibronic• The different technologies for level measurement• The different applications for level measurement• The different technologies being employed on the UTR• The characteristics of these technologies and their strength and
weaknesses• The importance of the application and process conditions for the
selection of the correct measurement technology• The installation of a sensor in the field• The assessment of whether a device is installed correctly• The configuration of a hydrostatic level meter directly via the display
& keyboard and remotely via FieldCare, for different mounting positions
• The configuration of a “time of flight” level meter directly via the display and keyboard and remotely via FieldCare, with different obstacles in the measuring beam
• How to determine the important application parameters
Flow measurement:• Coriolis, ultrasonic, electromagnetic, vortex, thermal and differential
pressure (dp). Each measurement principle and the limitations of each technology
• The importance of the application and process conditions as it pertains to the selection of the correct measurement technology; determining which technology fits the application
• The configuration of a flow device directly via the display and keyboard and remotely via FieldCare
Calibration • What is normative basis?• What is calibration?• The differences between accuracy, linearity and uncertainty• The differences between repeatability and reproducibility• The relevant international standards and what they mean• The meaning of accreditation• The differences between national, reference and working standards• The meaning of traceability
Pressure:• The basics of pressure measurement and the available sensor
technologies• The differences between absolute, gauge, differential and
hydrostatic pressure• The differences between ceramic and metallic sensor cells• Configuration of a pressure device directly via the display and
keyboard and remotely via FieldCare • Determination of the most suitable installation position
Ref. TM2002
Ref. TM2003
Ref. TM2004
11Training course TC1001
TC1002: Process measurement and instrument configuration II
Learning objectives
Pre-requisite for course Successful completion of course TC1001.
Target Groups Project engineers and management, Instrument technicians, Factory engineers and management, Quality technicians and management.
Benefit Building on the first course, the different measuring technologies of Temperature pH and Density are examined, their strengths and weaknesses and instrument selection criteria. You will study the different components and learn their specific characteristics with the help of working models employing PID and fixed term control elements with flow, level, pH, temperature and interface measurements. Practical exercises in reading P&I diagrams will enable you to discuss the best selection of technology and field devices in relation to the “best fit for purpose” with users in an automation project. You will be introduced to the concept and practicalities of Plant Asset
Management, an often overlooked aspect of managing plant maintenance and planning existing and future requirements.
Course content The course modules involve all of the elements of process instrumentation, basic measuring principles, selection, installation requirements, setup, operation and device exchange (maintenance and repair). The course layout is designed so that the participant receives both practical experience with hands on exercises and theoretical knowledge via class room tutorials. Even during the theoretical sessions, the trainers use active teaching methods using the UTR and follow through with assessments to maximise the impact of the theoretical content and reinforce its absorption by the trainee.
Temperature:This module introduces temperature sensors and a temperature control loop. • Resistive temperature detectors (RTD) and thermocouple sensor
types and their basic operating principles• Configuration of a temperature transmitter directly via the display
and keyboard or remotely via the Endress+Hauser software tool FieldCare
• Common temperature sensor selection problems and how to avoid them
Pressure II. Ref. TM2007This module introduces a pressure control loop
Control loop• The different components of a control loop• How to analyze the dynamic of a system (step response)• The difference between open and closed control loops and the
difference between self-regulating and non-self-regulating systems• The different elements of a PID controller and be able to do a basic
tuning of a PID control loop (tangent method)
Control valve• The basic operation principle of a control valve
Frequency inverter• The basic operation principle of a frequency inverter• How to determine when a control valve or a frequency inverter
should be used
Ref. TM2005
Ref. TM2007
Course format The course is delivered as one block of 4 days, or 2 blocks of 2 days
@-computer mouseApplication:Website links
PersonApplication:Personnel messages, personal portraits
Info-iApplication:Infoboxes
Play ButtonApplication:Video clips
Exclamation markApplication:Important notices/information
ArrowApplication:Links to other sections or publications
Check markApplication:Product advantages
Speech bubbleApplication:Interviews, quotes
12 Training solutions
Oil application:This module offers the possibility to add an oil layer on the water for interface measurement in the mixing tank. In addition with a cascade control, a water/oil mixture can be produced – first the flow of water will be selected and then the required ratio of oil.• The influences of different media on the device configuration• Configure a guided radar sensor for interface measurement
Density:• Density measurement with different techniques: Coriolis, vibronic,
gamma• Configuration of a density measurement loop with Coriolis• How different application conditions influence the measurement and
selection of the measurement principle• Comparison between a density measurement system with the
Vibronic technique and Coriolis flow meter
Plant Asset Management:
Digital communication• The most important digital communication protocols used in process
industries• The most important advantages and disadvantages of each
technology
Life Cycle Management (LCM)• The different communication options from FieldCare• The meaning of Plant Asset Management• The meaning of Life Cycle Management• Finding the necessary system documents by using W@M
Ref. TM2008
Ref. TM2009
Ref. TM2010
13Training course TC1002
TC1004: Understanding of temperature measurement principles and sensor selection
Learning objectives
Pre-requisite for course Delegates should have some basic experience of their plant processes and instrumentation used.
Target Groups Project engineers, Instrument technicians, Plant engineers, buyers and quality technicians.
Benefit Our Production Centre in Benoni, Johannesburg houses our local Centre of Competence for Engineered Temperature Solutions as well as a wide range of standard products, including a SANAS approved calibration laboratory.
Course content• Introduction to basic temperature measurement • RTD’s • Thermocouples• Introduction to temperature transmitters • Products • Technologies • Benefits of transmitters• Process discussions • Understanding product make up • Materials of construction • Process connections • Specifications and measurements of a thermowell • Sizing of thermowell• Understanding calibrations and accuracy requirements• Build your own sensor and gain an understanding of the
manufacturing processes.
By attending this course you will learn the basic principles of operation of RTD’s and thermocouples, leading to an increased understanding of application suitability.
You will increase your knowledge of sensor construction, including selecting of correct lengths and dimensions for inserts and thermowells, diameters of sensors, process connections, housings, terminations and many other attributes of a temperature sensor.
Gain insight into how the sensor signal is transformed into an analogue or digital signal for retransmission. Also increase your knowledge of temperature transmitters and when to use which type.
Finally, gain insight into the accuracy of sensor and transmitter, an understanding of sensor-transmitter matching and also understand the necessity for calibration.
Build your own sensorAs part of the course assessment you will be required to “build your own sensor” by putting theory into practise. This will reinforce what you have learnt during the two days, and provide you with the opportunity to build your own sensor which you can take away with you.
Course format The course is delivered as one block of 2 days
@-computer mouseApplication:Website links
PersonApplication:Personnel messages, personal portraits
Info-iApplication:Infoboxes
Play ButtonApplication:Video clips
Exclamation markApplication:Important notices/information
ArrowApplication:Links to other sections or publications
Check markApplication:Product advantages
Speech bubbleApplication:Interviews, quotes
14 Training solutions
Venue details Endress+Hauser Pyrotemp,Cnr. Rotterdam Rd and Milan Place,Apex extension 3, Benoni
GPS coordinatesDigital -26.211586, 28.331553DMS S26° 12’ 41” E28° 19’ 53”
15Training course TC1004
People provide an essential contribution to your company’s overall performance. This is all the more true for people who are invested in production processes and maintenance.
Endress+Hauser trainers put all of their expertise at your disposal, helping you to produce more, at a higher quality, in a safe and profitable manner. Apart from the scheduled standard training courses with the Universal Training Rig, additional customised training is available for subjects according to your specific needs.
Training is essential to fulfil your commitments: • It allows you to get the best from your measurement
devices and thereby optimising your investment• Thanks to a better knowledge of the instrumentation’s
behaviour, your technicians will be able to minimise downtime
• A better knowledge of appropriate maintenance methods will contribute to make your assets durable
• Contributes to the up-skilling of your maintenance team
We conduct training sessions to your needs and where it is most convenient (at your site, in your local Endress+Hauser branch or in specialised training centers in Johannesburg). Competent and totally equipped, our trainers ensure an efficient knowledge transfer to your teams.
The training programme will be pre-defined according to your requirements and the entry level expertise and experience of the participants, who will receive supplementary literature and a certificate of attendance. It is recommended that a trainee attends one or more standard training courses before embarking on a higher level customised course.
We provide training for: • Engineers and instrumentation technicians and artisans• Instrumentation plant operators• Maintenance engineers
Basic and advanced training topics include: • Product overview, operating principles and hands-on
knowledge • Parameters, Installation advice • Start-up and maintenance diagnostics • Diagnosing errors and troubleshooting tips • Software tooling for product communication and
practical exercises • Communication protocols such as Profibus PA/DP,
Foundation Fieldbus, HART and WirelessHART (note Profibus and Foundation Fieldbus are non-certified)
Customised training coursesMastering instrumentation and fieldbus networks to maintain your competitive edge
Please contact Marc Piscaer for further discussions regarding your customised training
Marc PiscaerPhone +27 11 262 8051Mobile +27 79 741 [email protected]
16 Training solutions
Getting to Endress+Hauser
GPS coordinatesDigital -26.090283, 28.075017DMS S26° 05’ 25” E28° 04’ 30”
DistancesFrom OR Tambo International Airport27km, using the highway
From the Marlboro turn-off from the N3 highway4.5km
From Sandton CBD4.9km, via Rivonia Road
GautrainGauteng’s premier high-speed rail service, the Gautrain, runs at regular intervals between Pretoria, Johannesburg and the airport, including a stop in Sandton. A bus from the Sandton station stops on Katherine Street, right up the road from Endress+Hauser. www.gautrain.co.za
Bus route from Sandton stationS2: Gallo Manor. Stop S2-6 or S2-14(Corner Bowling Avenue and Commerce Crescent)
Direction to our offices in Sandton
17Cutomised training
Notes
18 Training solutions
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South Africa
Endress+Hauser (Pty) Ltd 5 Commerce Crescent WestEastgate Ext. 13Sandton, 2090 Tel: +27 (0) 11 262 8000 Fax: +27 (0) 11 262 [email protected]
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