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Experion PKS
Operator Course

EXP01R201
06/2004 Rev 01
www.plcworld.cn

COURSE: Experion PKS Operator Course

REVISION: 10— June, 2004

Honeywell IAC courseware is subject to change without notice. Honeywell IAC assumes no responsibility for any
errors that may appear in the courseware.

EXPERION™ courseware is copyrighted and all rights reserved by Honeywell IAC. It is intended for the use of
the original purchaser only. Copying, duplicating, selling or otherwise distributing the courseware is a violation of
law. The materials and workbooks comprising the courseware may not, in whole or part, be copied, photocopied,
reproduced, translated or reduced to any electronic medium or machine-readable form without prior consent in
writing from Honeywell IAC.

Honeywell International, Inc.


Automation College
ACS Global Learning Services
2500 W. Union Hills Dr.
Phoenix, AZ 85027 1-800-852-3211
Copyright © 2000, 2002 Honeywell Inc.

06/2004 Experion PKS Operator Course EXP01R201 ii


Honeywell Inc.
www.plcworld.cn

Experion PKS
Operator Course

EXP01R201
06/2004 Rev 01
www.plcworld.cn

COURSE: Experion PKS Operator Course

REVISION: 10— June, 2004

Honeywell IAC courseware is subject to change without notice. Honeywell IAC assumes no responsibility for any
errors that may appear in the courseware.

EXPERION™ courseware is copyrighted and all rights reserved by Honeywell IAC. It is intended for the use of
the original purchaser only. Copying, duplicating, selling or otherwise distributing the courseware is a violation of
law. The materials and workbooks comprising the courseware may not, in whole or part, be copied, photocopied,
reproduced, translated or reduced to any electronic medium or machine-readable form without prior consent in
writing from Honeywell IAC.

Honeywell International, Inc.


Automation College
ACS Global Learning Services
2500 W. Union Hills Dr.
Phoenix, AZ 85027 1-800-852-3211
Copyright © 2000, 2002 Honeywell Inc.

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Topic: Using a PC
Contents
Operating a Personal Computer............................................................................................................2

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Using a PC
Operating a Personal Computer

Operating a Personal Computer


Introduction
Your objective is to:
• Log on the computer (PC)
• Open an application
• Enter some data
• Save a file
• Move and manipulate windows
• Close a window application
Main Idea
To use the computer you must log on, logging on is similar to ringing a doorbell and giving your
name before entering a building.
This is a form of security to prevent unauthorized users from using the computer.
9 Step Action

1 When the Station powers on, the following display appears

2 Press CNTL+ALT+DEL to log on.

3 When the Windows 2000 Security dialog box appears, enter the User name
you have been given for this computer. (See your Student partition sheet.)

4 When the dialog box appears asking you to enter a password, enter the
password that is assigned to your User name.

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Using a PC
Operating a Personal Computer

Once you are in the building, or on the computer, you will want to go to a particular place. To open

or start an application, click the START button.


This button will open a menu with programs and applications that you can select.

Selecting the Program target will display a list of programs that are on the computer.

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Using a PC
Operating a Personal Computer

Practice
Practice logging on to the computer and using the basic Windows tools.
9 Step Action

1 To Log on to the computer, press the CTL+ALT+DEL keys.

2 Enter the user ID, oper, and move the cursor to the next line.
(At your site, the User ID and Password will be different.)

3 Enter password oper123

4 When the hourglass disappears you are ready to begin.

Click the Start button on task bar and select Programs, then
Accessories, then Notepad to open the Notepad application.

The Notepad is now on your desktop.

5 Move the Notepad window around screen.

Move your cursor over the title bar, press and hold down the left mouse
button. Now, move the mouse and the Notepad window will move (also
known as Click and Drag).

6 To enter data in Notepad just start typing.


Enter the following: I can save a file named "today's notes”.

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Using a PC
Operating a Personal Computer

9 Step Action

7 Save the file to the desktop.


To save the file, click the word File in the Menu bar, and then select the word
Save.

The Save As dialog box appears.


Click Desktop and move the cursor to the File name entry box.

Name the file: todays notes and click the Save button.
The file, todays notes.txt is now stored on the desktop of your computer.
Don’t close the Notepad yet.

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Using a PC
Operating a Personal Computer

9 Step Action

8 Maximize the file by clicking the MAXIMIZE button.

The SHORT LINE ( ) button is the minimize button, the OPEN SQUARE
( ) is the maximize button, and the X ( ) button closes Notepad.

9 Minimize the file.


Click the MINIMIZE button.
Notepad is removed from the screen but not closed.
Look at the bottom of the screen in the Status bar for this button.

10 Restore the file.


To restore the file to the desktop, click the button in the Status bar with your

file name on it.


The Notepad document is now open on the desktop.

11 Close the file.


Just click the X in the upper right corner of the title bar.
The Notepad application is closed.

12 Log off the computer.


To log off the computer, press the Ctl+Alt+Del keys.
Click the Log off button.

13 Log on the computer.

If you are confident that you can log on, open an application, save a file, move windows, and
minimize, maximize and close a window/application, then you may proceed to the Performance
Review.

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Using a PC
Operating a Personal Computer

Performance Review
Log on the computer and use basic window tools. Refer to the Practice Lab if you need help.
9 Step Action

1 Log on to the Computer.

2 Open the Notepad application.

3 Move it to the center of the screen.

4 Enter: The parts were delivered to warehouse 3.

5 Save the file to your desktop in the My_Data folder.


Name the file Parts delivery.

6 Maximize Notepad.

7 Minimize the Notepad window.

8 Restore the Notepad window.

9 Close the Notepad window.

10 Log off the computer (PC).

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Using a PC
Operating a Personal Computer

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Topic: Station Start-up


Contents
Start Station and sign on with station-based security............................................................................2
Describe security levels .........................................................................................................................8
Differentiate between station-based and operator-based security......................................................10

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Station Start-up
Start Station and sign on with station-based security

Start Station and sign on with station-based security


Introduction
In this lesson you will learn about
• Signing on to the Experion Station that has Station based security.
• Changing to a higher level access
• Signing off the Station or returning to OPER level
• Exiting the Experion Station
Main Idea
Signing On with Station-based Security
You are automatically assigned to the OPER security level when you start Station. You can change
to a higher level providing you know that level’s password for that Station.
Explanation
Signing on
The following steps are required to sign on to an Experion Station that has Station Sign On security.
• Select Station on the menu bar
• Select the Station from the menu, for example, “StudentA”
• Click Connect

To change to a higher level:


The following steps are required to change to a higher access level.
9 Step Action

1 Type psw in the Command Zone and press ENTER.


The Station Logon dialog box opens.

2 Type the password and click OK.

Signing Off
You only need to sign off if you have changed to a security level other than OPER.

9 Step Action

1 Sign off by typing bye in the Command Zone.

2 Press ENTER to return the Station to OPER security level.

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Station Start-up
Start Station and sign on with station-based security

Exit Station
To exit the Station application

9 Step Action

1 Click (Close button) at the top right corner and click Yes in the dialog box.

2 Press ENTER to return the Station to OPER security level.

ATTENTION

Stations may be customized to automatically sign you


off if you do not use the keyboard for a specified time.

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Station Start-up
Start Station and sign on with station-based security

Practice
Starting the Experion PKS® Station:
9 Step Action

1 Click the START button in the taskbar.

2 Select Station.

The default station will be started.

3 The Station popup box will be displayed.

In this training system each station is also a server and a when a station
starts up it tries to connect to the local server. You are going to connect to a
remote server PKS00.
Click Cancel.

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Station Start-up
Start Station and sign on with station-based security

9 Step Action

4 From the default station, select the Station target on the menu bar.

Select the Connect option.

5 Select the station Stationx (on your station the x will be your assigned
operator letter)

6 Click Connect.
The top of the Station title bar will show the name of the Station connection.

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Station Start-up
Start Station and sign on with station-based security

To Exit Station
To exit the Station application just click (Close) at the top right corner.
Alternately,
9 Step Action to connect or start the Experion PKS Station from the Program
menu

1 Click the START button in the taskbar.

2 Select Programs, then Experion PKS Server, and then Station.

3 The Station popup box will be displayed.


Click Cancel.

4 From the default station, select Station on the menu bar.


Select the Connect option.

5 Select the station Stationx (on your station the X will be your assigned
operator letter)

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Station Start-up
Start Station and sign on with station-based security

9 Step Action to connect or start the Experion PKS Station from the Program
menu

6 Click Connect.
The top of the Station title bar will show the name of the Station connection.

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Station Start-up
Describe security levels

Describe security levels


Introduction
In the previous exercise you learned how to start the Experion PKS® Station with Station based
security. You now need to know about the security used by Experion PKS®. There are several
levels of security and each level determines the tasks that can be performed at that level.
Main Idea
Station supports two types of security, only one of which you will use.
• Operator-based security – If you have been assigned a user name and a password
or your Station user name and password are the same as your Windows user name
and password.
• Station-based security – If you have not been assigned a user name. When you
start Station, you are automatically assigned to the OPER security level. You can
subsequently change to a higher level providing you know the password for that
level on that Station.
Explanation
Security Levels
Your security level determines which tasks you are permitted to perform. However even if you are
allowed to perform a particular task, you may be prevented from performing that task under certain
circumstances.

TIP

If you attempt to perform a task that requires a higher


security level, the following message appears in the
Message Zone:
Higher Security Level Required

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Station Start-up
Describe security levels

Your security level appears at the right of the Status Line.


In the following example, the security level of this station is MNGR (Manager).

The security levels are: (from lowest to highest)


• VIEW Only
• ACK Only
• OPER
• SUPV
• ENGR
• MNGR
Security Level Description
View Only Permits you to look at displays, trends, and reports, but no process changes
are permitted.
Ack Only Permits you to acknowledge alarms and look at displays, trends and
reports, but no process changes are allowed.
OPER Permits you to acknowledge alarms and make process changes to those
points that are in areas assigned to your Station or your Operator ID.
SUPV Gives you all the permissions of the OPER level and the ability to change or
configure Trend set and Group Displays, Holiday and Shift Details,
Configuring recipes, and Alarm Duration Reports.
ENGR Gives you all the permissions of the OPER and SUPV levels and the ability
to make changes to point configuration and other systems.
MNGR Gives the user permissions to change everything that can be changed or
configured on the system.

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Station Start-up
Differentiate between station-based and operator-based security

Differentiate between station-based and operator-based security


Introduction
In the previous lesson you learned how to sign on the Experion PKS Station using Station based
security. In this lesson we will discuss the two types of security that can be used.
The two types of security for the Experion PKS® Station are:
• Station-based security. This is the default level for Station access.
• Operator-based security. This provides a higher level of security than Station-based
security.
Main Idea
Station-based Security
Station-based security is the default used for Station access.

Operator-based Security
Operator-based security provides a higher level of security than Station-based security.
Explanation
Operator-based Security
Operator-based security provides a higher level of security than Station-based security. There are
two types of operator-based security:
• Traditional operator accounts – the Experion PKS operator account does not have an
associated Windows account.
• Integrated accounts – the Window’s accounts are used to authenticate the user and
operator definition in Experion PKS to authorize the user.
In general, Operator-based security with traditional operator accounts, works as follows:
• Each user is assigned a specific security level.
• Users cannot access any Station functions unless they enter a valid ID and password.
• To access a higher security level other than the one they are currently using, users
need to sign off and sign on again as a different operator who has the higher security
level.
• Areas are assigned to the operator irrespective of which Station they are currently
logged onto. Who you are not where you are determines the areas that you can
control.

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Station Start-up
Differentiate between station-based and operator-based security

Station-based Security
Station-based security is the default used for Station access. Station-based security works as
follows:
• Station starts without prompting users to enter any form of operator ID or password.
• The initial security level setting allows users to perform the basic operating functions
associated with the user level of OPER (for example, acknowledging alarms and
controlling points).
• Users only need to use a password if they want to change to a higher level of
security.
• Area assignment applies to the Station not to the operator.

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Station Start-up
Differentiate between station-based and operator-based security

Practice
Given a view-only station (station-based security), which of the following can you do?

1 Look at displays, trends, and reports.

2 Make process changes.

3 Acknowledge alarms.

Which of the following are Experion security levels?

1 VIEW Only

2 ENGR

3 MNGR

4 OPER

5 SUPV

6 All of the above

What message will you see when a higher security is required?

1 Key locked

2 Locked out

3 Higher security level required

4 Station beeps

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Topic: Navigation
Contents
Navigate Station ....................................................................................................................................2
Recognize the Station window parts and their functions.......................................................................5
Navigate with menu bar commands ....................................................................................................10
Navigate with tool bar tools .................................................................................................................21
Navigate and control with the keyboard ..............................................................................................27
Call up Experion PKS System displays ...............................................................................................30
Call up and identify system displays and their purposes.....................................................................33
Recognize display objects ...................................................................................................................49
Perform Navigate Station tasks ...........................................................................................................53

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Navigation
Navigate Station

Navigate Station
Introduction
In the previous exercises you have learned to log on the PC, sign on or connect to a station and the
definition of the securities levels on the Experion PKS® Station. You are ready to begin using
some of the Experion PKS® tools. Your Station has many tools to enable you to call up displays,
make control changes, view process displays, system displays, and create/view reports and events.
Main Idea
In this lesson the following navigational tools are introduced.
• Station Window

• Menu bar

• Toolbar

• Function keys
<F1> to <F12>

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Navigation
Navigate Station

• IKB (Integrated Keyboard) optional

• Viewing System displays

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Navigation
Navigate Station

• Identify Display objects

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Navigation
Recognize the Station window parts and their functions

Recognize the Station window parts and their functions


Introduction
The Experion PKS Station has a structured screen layout that will make monitoring the process
more efficient.
In this lesson you will learn the major parts of the screen.
You can use the online documents or the printed Experion PKS Operator’s Guide to learn about the
station layout.
Main Idea
Reading assignment: Experion PKS Operator Guide
• Help>Operators Guide>Understanding the Basics> Understanding Station's Layout.
Read all four topics.

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Navigation
Recognize the Station window parts and their functions

Calling up the Operator Guide


LEARN BY DOING
9 Step Action

1 Click Help in the Menu bar.

2 Select Operator Guide from the list.

3 Select Understanding the Basics

4 Select Understanding Station's Layout.

5 To jump to a topic such as Using the Toolbar, click the blue underlined text.
This is called a Hyperlink.

6 Use the Back arrow at the top of the display to return to the “Understanding the
Basics” material.

7 Read the four topics listed under the heading Understanding Station's Layout.

8 Close the Operator Guide

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Navigation
Recognize the Station window parts and their functions

Explanation

Menu bar

Toolbar Command zone


Message zone

Display

Alarm Line
Status Line

Looking a the Station layout parts:


Part Description
Menu bar Selecting commands from the Station's menus are the same as
selecting commands in other applications.
For example, to call up the Event Summary, select
View > Events > Event Summary.

Toolbar Clicking buttons on the toolbar provides speedy access to


frequently required commands.
For example, to call up the Alarm display, click the Alarm button.

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Navigation
Recognize the Station window parts and their functions

Command Zone Type commands in the Command zone.

Message Zone Station displays explanatory messages in the Message zone.


For example, if you try to change output in Auto mode, the
message, Invalid Mode, appears in the Message zone.

Display Each display is a separate control panel that you use to monitor
and control a particular part of your system.

Alarm Line Generally, this line displays the most recently unacknowledged
alarm message.
(The Alarm line may be hidden on your system, or it may be
configured to operate in a special manner.)

Status Line Provides an overview of your system's status.


For example, a flashing red field indicates that there is at least one
unacknowledged alarm.

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Navigation
Recognize the Station window parts and their functions

Practice
Practice using some of the tools:
9 Step Action

1 Locate the Menu bar and record the name of the first Menu item.
___________________________

2 Locate the Toolbar.

3 Click the BELL button.


Result: The Alarm display is invoked. The Toolbar is still visible.

4
Move the cursor to the right and over the button on the toolbar and
record the tool tip.
_________________________________________

5 Click the Request Page button. The cursor moves to the Page field.
Type in the name of a display T_100 and press ENTER.
The T_100 display replaced the Alarm display in the Display area of the
window

6 Locate the Alarm line (it is just below the T-100 display).
Record the time and date of the message.
________________________________

7 Is the ALARM button on the Status line blinking?


Click this button to recall the Alarm display.

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Navigation
Navigate with menu bar commands

Navigate with menu bar commands


Introduction
You have become familiar with lay out of the Experion PKS® Station screen and have used the
online help “Operator Guide” to learn more about your Station. In this lesson you will use each of
the Menu bar targets.
Main Idea
Using the Menu bar
Reference: Experion PKS Operators Guide, Menu Summary.
LEARN BY DOING
9 Step Action

1 Click on the Help target on the Menu bar.

2 Select the Operators Guide.

3 Select the Search tab at the top to enable you to use the search
engine that is part of this tool.
Type in the keyword Menu Summary.

4 Click on the List Topics button to start the search.

5 Double click the first item on the list. “Menu Summary” to display
the online help.

Menu bar

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Navigation
Navigate with menu bar commands

Explanation
Station
Use this menu to connect to another station, view the status of the stations, logon a different station
to view the current station properties, and to exit the station connection.
LEARN BY DOING
9 Step Action

1 To view the drop-down menu, click the Station menu button.


The drop-down menu is displayed.

2 To connect to a different station, select the Connect target.


The Connect dialog box is called up.

3 Click the Cancel button to close the display.

Edit
Use this menu to cut, copy, and paste text from Message Pad.
LEARN BY DOING
9 Step Action

1 To view the drop-down menu, click the Edit menu button.


The drop-down menu is displayed.

TIP

These tools are the same as most Windows’


applications. You can also use quick keys, the CTRL
+ C, to copy text from the message and CTRL + V to
paste.

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Navigation
Navigate with menu bar commands

View
This menu enables you to View displays, lists, and requests for historical events. Notice that
function keys can also be used to perform some of these tasks. Press the <F3> key to call up the
Alarm display.
LEARN BY DOING
9 Step Action

1 To view the drop-down menu, click the View menu button.


The drop-down menu is displayed.

2 Select the Message Pad target to call up the display where you can enter
information or messages for other operators.

3 Enter a message and save.

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Navigation
Navigate with menu bar commands

Control
This menu enables you to make control changes to a selected point.
LEARN BY DOING
9 Step Action

1 To view the drop-down menu, click the Control menu button.


The drop-down menu is displayed.

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Navigation
Navigate with menu bar commands

Action
This menu enables you to acknowledge and silence alarms, request a report, load a recipe, and
perform print functions. Notice that the function key <F4> can also be used to acknowledge and
silence alarms.
Notice the Experion PKS overlay on your keyboard. It provides a guide for the Function keys. For
example, <F4> has Acknowledge Silence above it.
LEARN BY DOING
9 Step Action

1 To view the drop-down menu, click the Action menu button.


The drop-down menu is displayed.

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Navigation
Navigate with menu bar commands

Configure
This menu is used to define how the Station or System handles information. For example, Area
names and assignments can be made from the Area menu target (Manager level security is required
to make most changes from this menu).
LEARN BY DOING
9 Step Action

1 To view the drop-down menu, click the Configure menu button.


The drop-down menu is displayed.

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Navigation
Navigate with menu bar commands

Help
This menu enables you to display online documentation such as the Operators Guide or Knowledge
Builder.
LEARN BY DOING
9 Step Action

1 To view the drop-down menu, click the Help menu button.


The drop-down menu is displayed.

2 Select the Operators Guide target to display the Operators Guide


on the Station.

You will use these menus as you progress through this course.

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Navigation
Navigate with menu bar commands

Practice
Station
Connect to another station using this menu, view the status of the stations, log on a different station
to view its properties, and finally exit the station connection.
9 Step Action Result

1 To view the drop-down menu, click The drop-down menu is displayed.


the Station menu button.

2 To connect to a different station click The Connect dialog box is displayed.


the Connect target.

3 Click the Cancel button to close the


display.

Help
Use this menu to display online documentation such as the Operators Guide.
9 Step Action Result

1 To view the drop-down menu, click The drop-down menu is displayed.


the Help menu button

2 Select the Operators Guide target The Operators Guide is displayed on


the Station.

3 Click Glossary. Find the definition for Status Line. Use the navigation bars
to view all the pages of the display.

4 Click on the hyperlink “The Status Line” to jump to the section of the previous
guide that covers the Status Line.

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Navigation
Navigate with menu bar commands

View
This menu enables you to view displays, lists, and requests for historical events. Notice that
function keys can also be used to perform some of these tasks. The Alarm display can also be
called up by pressing the <F3> key.
9 Step Action Result

1 Click the View menu button. The drop-down menu is displayed.

2 Select Message Pad The Message Pad is opened.

3 Click in the message box and enter Message is visible in the Message
the message for the next shift: pad.
Start the pumps at 10 pm.

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Navigation
Navigate with menu bar commands

Edit
Use this menu to cut, copy, and paste text from Message Pad.
9 Step Action Result

1 Press and hold the left mousebutton All the text is selected.
and move your cursor over the text in
the message pad.

Release the left mouse button The text is still selected and you are
without deselecting the text. ready to use the edit tool.

2 To view the drop-down menu, click The drop-down menu is displayed.


the Edit menu button.

3 To copy the text, select the Copy The text is copied to the clipboard.
command.

4 Deselect the text by moving the Now you have two lines of text.
cursor just below, and now click the
Paste command.

5 Select the word Start in the second The word Start is cut out of the text.
line and select the Cut command to
remove it.

6 Replace the word Start with Stop. You have just used all of the Edit
tools.

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Navigation
Navigate with menu bar commands

Action
Use this menu to acknowledge and silence alarms, request a report, load a recipe, and perform
printing functions.
9 Step Action Result

1 Click the Action menu button. The drop-down menu is displayed.

2 Select Request Report A list of reports is displayed.

3 Select Action> Print Preview to A preview of the report is displayed


determine the size of the report with a page count.
before sending it to the printer.

4 Close the print preview page.

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Navigate with tool bar tools

Navigate with tool bar tools


Introduction
In the previous exercise you practiced using the Menu bar to call up displays and to perform tasks.
You will notice that the Toolbar has some of the same functions but the icon is quicker than using a
drop-down menu. Both the Menu bar and the Toolbar can be customized at your site to remove
little used functions and to add items that are useful to the control room operator.
Main Idea
Using the Toolbar
Reference: Experion PKS Operator Guide, Using the Toolbar
Help>Operators Guide>Understanding the Basics>Understanding Station’s Layout>Using the
Toolbar
Clicking a button on the toolbar provides speedy access to frequently required commands.

The buttons in the toolbar provide speedy access to frequently required displays and commands.
Explanation
System Menu

For example, to call up the System Menu — click the toolbar button.
Button Description
System Menu — Calls up the System Menu, a specialized display that
provides quick access to the other major displays.

Alarm Summary — Calls up the Alarm Summary, which provides a one-


line description of every alarm.

Acknowledge/Silence Alarm — Acknowledges the most recent, or


selected alarm

Associated Display — Calls up the display associated with the object that
is in alarm or the selected object

Request Page — Calls up the specified display.

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Navigate with tool bar tools

Exercise
Let’s use the Toolbar icons (buttons) to view displays and acknowledge and or silence an alarm.
LEARN BY DOING
9 Step Action

1 Click the System menu button to call up the System Menu display.

2 Click the Alarm Summary button to call up the Alarm Summary display.

3 With the Alarm Summary on the screen, select a point on the display that is
blinking. Use the Acknowledge/Silence Alarm button to acknowledge the
selected alarm.

4 Select one of the points in the Alarm display and call up the Associated
display using the Associated Display button.

5 Select the Request Page button and enter the display name: T_100.

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Navigate with tool bar tools

The next five Toolbar buttons are used to navigate from one display to another or to refresh a
display.
Button Description

When configuring a system, engineers normally link related displays in


a chain so that they can quickly call up the next/previous display.
Page Down — Calls up the next display in the current chain.
Page Up — Calls up the previous display in the current chain.

Navigate Back or Navigate Forward — Enables you to move


backward or forward between displays you have previously called.

Click the arrow to the right of the Navigate Back or Navigate Forward
buttons to view a list of previously called displays

.
Reload Page — Reloads the current display

Exercise
Let’s use the Toolbar icons (buttons) to go from one display to another.
LEARN BY DOING
9 Step Action

1 To call up Group #2, press the <F6> key and enter the number 2 and

enter, then use the (Page Down button) in the toolbar to call up the
next group display.

2 Return to the first Group display using the Page Up button.

3 Use the Navigate Back button to recall the T_100 display.

4 To update a display, select the Reload Page button.

5 Click the down arrow ▼ to the right of the Navigate Forward button.

6 Is the Alarm Summary listed? YES NO


Select one of the displays on the list and recall it to you screen.

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The next two-toolbar buttons are used to call up the System Group and Trend displays.
Button Description
Trend — Calls up the specified trend display.
To call up a trend: Click the button. Type the trend number and press
ENTER.

Group — Calls up the specified Group Detail display.


To call up a group: Click the button. Type the group number and press
ENTER.

Exercise
Groups and trends are chained together and appear on numbered lists or summaries. This allows
you to use the Page Up and Page Down tools to navigate to the next display in the series.
LEARN BY DOING
9 Step Action

1 Click the Group button, type the group number: 3, and press ENTER.

2 Use the Page Up button to call up Group 2, then use the Page Down button
to call up groups 3, 4 and 5.

3 To call up Trend #3, click the Trend button; type the trend number, and
press ENTER.

The following four-toolbar buttons are used to enter data when controlling a point.
Button Description
Raise — Raises a parameter value.
Can be used with either Setpoint or Output changes.

Lower — Lowers a parameter value.


Can be used with either Setpoint or Output changes

OK — Accepts the newly entered value.

Clear— Cancels the newly entered value, and returns it to its original
value.

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Exercise
Let’s enter some data and use the toolbar buttons to enter, confirm or clear the data we are entering.
LEARN BY DOING
9 Step Action

1 Click on the Request Page icon to call up the display D_100x (Remember
to replace the x with your ID letter).

2 Select the x_HC41 entry box.

Use the Raise button to increase the value.

3 Select the x_HC44 entry box and lower the value with the Lower button.
These can be use to change Setpoint (SP) and Output (OP) as well.

4 Now select the x_HC41 entry box, type 50, and press enter to complete the
operation.

5 Now select the x_HC44 entry box, type 80, and click the Clear button to
cancel the operation.

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Navigate with tool bar tools

The last three-toolbar buttons are shown below along with their function.
Button Description
Enable/Disable — Enables/disables for the selected point.
Points are typically disabled when performing maintenance tasks to
prevent misleading or nuisance alarms from being generated.
When a point is disable, Experion®PKS stops scanning (gathering
information about) that point.
Detail/Search — Performs one of the following two tasks depending
on the context:
If an alarm or object is selected on the current display, clicking the
button calls up the associated Point Detail display.
If nothing is selected on the current display, clicking the button calls up
the Search display, which you then use to search for system items
such as points, operators, and so on.
Zoom — Changes the magnification of the current display.

Exercise
In this exercise you will use the Detail/Search button and the Zoom button. The Enable/Disable
function requires a higher-level access.
LEARN BY DOING
9 Step Action

1 Click the Detail/Search button and type in the point name x_FC01 (replace
the x with you assigned student ID such as A, or B, and so forth)

2 Click the OK button instead of the <ENTER> key.


The Detail Display is called up.

3 Change the magnification of the current display to 80%.

4 Return the display to 100%.

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Navigate and control with the keyboard

Navigate and control with the keyboard


Introduction
In the previous section, you learned to use the Menu bar and Toolbar to navigate from screen to
screen and to perform various functions. In this section you will use the Station keyboard to
perform these functions as well.
Main Idea
Using Your Keyboard
You can perform all Station operations using the keyboard.
Reference: Experion PKS Operator Guide, Using Your Keyboard.

Click here

Click here

Click here

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Exercise
LEARN BY DOING
9 Step Action

1 Call up the Operator Guide from the Help menu and click on Using your
Keyboard.
Understanding the Basics>Using your Keyboard

2 If you are using the Honeywell training equipment, select the first type of
keyboard unless your instructor tells you to do otherwise.

3 Click on the phrase Click here to view information about the type of keyboard
that you are using. Here you will find a list of shortcut keys for calling up
displays.

Explanation
The following shortcuts are described according to their general function:
• Calling up Displays
• Calling Up Specialized Displays
• Focusing on Objects
• Entering Data and Issuing Commands

Calling up Displays
To call up Press:
A display based on a name or number <F5>
Enter the name or number and press ENTER.
The next display in the current chain of related displays or the next set of PgUp
records in a list of records which spans more than one page

The previous display in the current chain of related displays or the previous PgDown
set of records in a list of records which spans more than one page
The previous display <F8>
The display associated with the selected object <F2>

Calling Up Specialized Displays


To call up Press:
Alarm Summary <F3>
Search display for points and other system items <F12>
Type in part of the name such as *_100 and press ENTER.
System Menu <F1>

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Practice
In this practice you will use the Function keys to call up displays.
9 Step Action

1 Call up the System Menu with the function key <F1>.

2 Call up a Trend #2 with the function key <F7>.


Press the <F7> key and type in the Trend number, 2.

3 Call up the previous display with the function key <F8>.

4 Press the Page function key <F5> and type in the display name T_100x,
remembering to substitute your assigned letter for the x.
Click the alarm test button Alarm Flood.

5 Press the <F3> key to call up the Alarm Summary display. .

6 Acknowledge an Alarm with the function key <F4>.


Select any blinking point on the display and then press the <F4> key to
acknowledge the alarm.

7 To call up the Detail display for a specific point press the <F12> key and type
in the name of the point in Page Request field at the top of the display and
then click the OK target next to it.
Use your point x_FC17, remembering to substitute your assigned letter for
the x.

8 Call up your first group. Press the <F6> key and enter the number of the
Group display.

9 Select a point on the Group display and then press the <F2> key to call up its
Associated display.

10 Use the Prior display function key to return to the Group display.

11 Call up a Detail display with the <F12> key.


Select any point on the Group display and then press the <F12> key.

12 Return to the Group display.

13 Select a controller (Any point whose name contains a C, for example


X_FC18.) and press the Trend function key to call up the trend that the
selected point is in.

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Call up Experion PKS System displays

Call up Experion PKS System displays


Introduction
In previous lessons you have learned about station layout, Menu bar and Toolbar tools to call up
various displays and to perform functions. You are now ready to learn more about the displays that
you have been calling up. The Experion PKS Station includes many system displays. In this
section you will call up the system displays using the tools that you have learned about in the
previous lessons.
Main Idea
System displays
The Experion PKS Station includes many system displays. In this section you will call up the
following system displays:
These are the basic Experion PKS System displays:
• Detail
• Group
• Trend
• Summaries
− Alarms
− Events
• Status
• Configuration
Reference: Experion PKS Operators Guide, Help>Operators Guide>Understanding the Basics>

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Call up Experion PKS System displays

Explanation
Lets review the tools that you have learned about in the previous lessons to call up the Experion
PKS system displays.

Menu bar

Toolbar

System Menu— With selectable display objects to


navigate to summaries and displays.

Alarm Summary

Trend

Group

Detail

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Call up Experion PKS System displays

Function keys
F1 System Menu— With selectable display objects to
navigate to summaries and displays.

F3 Alarm Summary

F7 Trend

F6 Group

F12 Detail

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Call up and identify system displays and their purposes

Call up and identify system displays and their purposes


Introduction
You have just reviewed some of the ways in which you can call up the System displays and now
you are ready to learn more about these basic displays. You will call up and identify the
components of each of the displays.
Main Idea
These are the basic Experion PKS System displays.
Display Type Description

Detail Provides detailed information about a particular point. This information


includes current values, scanning, history and so on

Group Displays various types of information about related points on a single


display.

Trend Graphically displays changes in values, over time, of one or more variables.
Trends can be displayed in several ways, including lines and bar charts.

Summary Displays information, such as alarms and events, in list form. You can
display more details about an item in the list by clicking it.

Status Displays detailed status information about system equipment, such as


controllers and printers.

Configuration These displays are only used to set up your system. As an operator, you
may need to look at them, but you will probably not be able to change them.

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Explanation
Point Detail
Example of Point Detail display

Calling up a Point Detail Display


There are several ways of calling up a Point Detail display.
Step To call it up for a point associated with a display object:

1 Click the display object (the tag name in the Group display or Trend display)
to select it.

2
Click the (Detail) toolbar button to call up the associated Point Detail
display

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Call up and identify system displays and their purposes

Alternatively, you can simply double-click the display object.


From the Alarm Line:
Step To call up a point from the Alarm line:

1 Click the Alarm Line to select it.

2
Click the (Detail) toolbar button.

From the Command line:


Step To call up the Detail for a point whose ID (or the first part of it) you know:

1 Click the Command Zone to select it.

2 Type all or part of the point ID in the Command Zone.

Click the (Detail) toolbar button.


1 If you typed only part of the ID, a list of matching points (and other
items) appears. Click the point name.

Exercises
Lets use the tools that you have learned about in the previous lessons to call up the Experion PKS
system displays.
LEARN BY DOING
9 Step Action

1 To call up the detail display for x_FC01, Click on the Detail/Search button
[ ] and type in the point name, x_FC01.

2 When the Detail display is invoked, select the Alarm tab.


This page tell you about all the alarms that have been configured for this
point, the trip point for each alarm, the Priority of that alarm, and Severity
within the priority.

3 How many alarms have been configured for x_FC01? __________

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Group Display
Example of Group display

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Calling up Group
There are two ways to call up a group display from the Menubar and the tool bar
From the Menubar

To call up a group detail display by choosing it from list of groups:


LEARN BY DOING
9 Step Action

1 Select View > Group Summary to see the list of groups.

2 Select a group.

From the Toolbar


To call up a group detail display whose number you know:
LEARN BY DOING
9 Step Action

1
Click the (Group) toolbar button

2 Type the group number in the command zone and press <Enter>.
Use your 1st group from your assignment sheet.

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To call up a group detail display from the Group Summary:


LEARN BY DOING
9 Step Action

1
Select the Group Summary tool above the group display on the right.

2 The Group Summary list is called up.


Click on the group you want to call up.

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Trend Display
A Trend Set display shows changes in point parameter values over time. Typical uses of trend set
displays are to show changes in process temperature or power consumption over the day.
Example of Trend Display

Calling up trends
There are several ways to call up the Trend displays.
To call up a Trend display whose number you know:
LEARN BY DOING
9 Step Action

Click the (Trend) toolbar button.

2 Type the Trend number (3) in the command zone and press <Enter>.

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Call up and identify system displays and their purposes

To call up a trend from the Trend Summary:


LEARN BY DOING
9 Step Action

1 Select View, and then select Trend Summary. The Trend Summary is
invoked.
It lists the configured trends by name and number.

2 Select the trend you wish to view from the list.

Summary and Status displays


Summary displays are organized list of displays of the same type that can be called up by clicking
(selecting) the title of one of the displays in the list.
Example Group Summary

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The View Menu has eight Summary targets:

Display Summary—list of custom displays

Group Summary—list of Groups 1—16000

Report Summary—list of configured Reports

Trend Summary—list of configured Trends


1—3000

Alarms
Messages
Events
System Status
These are also summary displays that contain current
or historical information rather than list of displays.

For example, to call up the Event Summary, select View > Events > Event Summary.

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Example of Event Summary

1 2 3 4 5 6 7 8

The Event Summary display captures events on the system. In the example the display shows the
following information:
Item Description

1 Date and Time of the event.

2 Area where the event occurred.

3 Source—the origin of the event such as a point or a Station.

4 Condition—what happened such as a CHANGE to a point, or an ALARM.

5 Action—the action associated with the event such as ACK (acknowledgment of an alarm).

6 Priority assigned to the event.

7 Description of the event condition, for example “Alarm for HS62”.

8 Value of the point parameter changed, for example the new Setpoint of X_PC15 = 1400.

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System Status displays


These displays contain important information about the hardware and software.
Example of System Status Stations display

Heading Description
Station The name of the station and its number.
Type Defines the keyboard type used by the station.

Status Green lamp and OK or Red lamp and Fail or other condition.

Operator If Operator based Security is used, it shows which operator is logged on.

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Calling up the System Status displays:


LEARN BY DOING
9 Step Action to call up the System Status:

1 Use the View menu item on the Menubar and select the System Status
target.

2 Select Stations from the available options.


How many Stations are OK?

3 You can also call up the System Status pages by selecting the target to the
right of the alarm status button. If any status alarms exist the button is
illuminated and blinks.

Configuration Displays
These displays are used to define the system and require a security access level greater than OPER
to enter changes. However, you may find some very helpful information about the system from
these displays.
LEARN BY DOING
9 Step Action to call up the Configure page:

1 Use the Menubar

2 Select the Configure button

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LEARN BY DOING
9 Step Action to call up the Configure page:

3 To see how the groups are built and what parameter will be in the Group
Trend select the Trend and Group Display.
Select Group from the next command menu.

4 Select a group from the list of Groups to view the Group Definition page.

Group Definition page


• The Group Definition page provides the following functions:
• The title of the group can be changed from this page.
• The point IDs are listed in the order that they appear in the group display.
• Points can be added or deleted from this display.
• The parameter used in the Group Trend is listed and can be changed from this
display.
• To view the Group display just click on the View Group target at the bottom of the
page.

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Call up and identify system displays and their purposes

Calling up System Displays from the main menu.

System Menu button


System Menu’

Just click on the object to call up the


related displays. If you move your cursor
over the title or picture object a
description of the displays is shown on
the left in the System Menu column.

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Practice
Calling up System displays
9 Step Action

1
Use the (Group) toolbar button to call up your third Group .

2
Use the Group List button to view the Group Summary.

3 Call up your fourth group from this list.

4 Double-click the point name of one of the points in the group display

This will invoke the Detail display for the selected point.

5 To call up the Detail display for a specific point X_FC17, select the Command
line and type in the point name x_FC17 and press the Detail key, <F12>.

6 Use the Toolbar to call up the Detail display for X_LC14.


Drag the cursor over the toolbar buttons to display the tool tips.

7 Which button did you use?

A. B. C.

8 Call up Trend #2 with the Toolbar button.


Remember to press the ENTER key after you type in the number.

9
Use the button in the Trend display to call up the Trend Summary list.

10 Select a Trend from the list.

11 Look at the F keys and call up Trend #3 with the function key.

12 To call up the Event Summary display, select View on the menu bar, and
then select the Events target.

13 Select Events Summary to view a list of recent events.

14 What time did most recent event occur? _______________________


What was the Condition? __________________________

15 Use the function keys to recall the prior display.

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9 Step Action

16 Display the Group Summary list.

17 What is the title of Group 67?

Use the scroll bar or the Page down key.

18 Call up the Configuration page for the Trends.

19 Select Trend 3 to view the configuration.


Can these displays be restricted to Engineers and Managers?
YES NO

20 What access level is required to make changes to this display?


OPER
SUPV
ENGR
MNGR
Greater than OPER

21 Call the System Status display for the Stations.


How many stations are listed (have titles)?

22
Call up the System Menu use the Tool bar button .
Call up a list of Displays.

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Recognize display objects

Recognize display objects


Introduction
So far you have used the Station tools and the function keys to call up displays on the Station.
There are other ways to call up displays or initiate action. All of the text, lines and shapes that
make up a graphic display are called display objects. These objects are either selectable or not
selectable.
A selectable object can be scripted (written code) to:
• Call up displays
• Call up other objects
• Initiate actions
In this lesson you will learn about some of the display objects used on the Experion PKS displays.
Main Idea
Custom Graphics contain many display objects that are selectable, change behavior indicating a
status change in the process or provide other information that is helpful to the operator.
Display objects include the following:
• Pushbuttons
• Alphanumeric fields
• Scrollbars
• Indicators
• List and combo boxes
• Checkbox
• Charts

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Recognize display objects

Explanation

Example display

4
1

D_100 is a display that you will use during this course. It has many of the display objects
mentioned earlier.
Item Description

1 An example of the alphanumeric field is the output entry box for the hand controllers
X_HC41 and X_HC44.

2 Pushbuttons—these call up other displays or perform tasks such as showing or hiding


the point names.

3 Indicators—displays the current process values such as the temperature values, levels
as bars, fan status (on or off) using colors, and pump status as words.

4 List and combo boxes—the Fan control has a list box that displays when the target is
selected.

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Item Description

5 This is an example of a list box.


To change the state to Stop, select the STOP item in the list.

6 Example of selectable objects that show status as well as invoke the faceplate when
selected (left button click).

SP (set point)
PV (process variable)

MD (mode)

Alarm status

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Recognize display objects

Practice
Lets practice using display object to call up other displays or to perform a function.
9 Step Action

1 Call up the Display D_100x.

2 Select the gray pushbutton at the bottom of the display with the label: Name.
The names of the points are now visible.

3 Select the pushbutton labeled Hide. They are hidden.

4 Redisplay the point names.

5 Select (left click) the control box for x_AC12.


The Faceplate is called up.

6
Close the faceplate with the (WINDOW CLOSE) button.
You will use the Faceplate later.

7 Select the control box for x_AC12 with a right click.


Select the Detail option from the displayed combo box.

8 Return to the D_100x display.

9 Try to select the Tank D-100.


This object is not selectable but it does provide the level of the vessel as a
site glass.

10 Select the gray push button T-100x.


This is used to call up another graphic.

These are a few examples of display objects.

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Perform Navigate Station tasks

Perform Navigate Station tasks


Introduction
The following Performance Review will enable you and your course manager to determine if the
skills have been mastered. This is an opportunity to go back and cover any skill that you may find
difficult to perform.
Explanation
The Performance Review is designed to allow you to demonstrate the skills obtained in the
preceding exercises. It is also an opportunity for you to determine if there are any skills that need to
be reviewed before proceeding to the next lesson.
Demo
This is an example of the Performance Review.
Each task is taken from the preceding lesson material and practices.
9 Task Action

1 Call up a Group Display 6.

2 Call up a graphic display E_100x.

You should be able to use one of the tools or menus to accomplish the tasks in the Performance
Review that you have used in the preceding practices and exercises.

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Perform Navigate Station tasks

Practice
Performance Review for Navigate Station
Please check off each item as you complete the task.
Your course manager may wish to observe you while you perform these tasks.
You may practice these tasks before asking you course manager to observe your performance.
9 Task Action

1 Call up Group Display 2.

2 Call up the graphic display T_100x.

3 Call up the Alarm Summary display

4 Call up System menu.

5 Use the Command Line to call up the display Overviewx

6 Reload a Page.

7 Call up Group 11.

8 Use the Display Back tool.

9 Use Page UP and Page Down tools to navigate between displays

10 Use the Back and Forward tool pull down menus to select a display that was
recently closed.

11 Call up the Detail Page for x_FC01.

12 Call up the System Menu with a function key.

13 Call up a Trend display with a function key.

14 Call up the previous display with a function key.

15 Call up the Alarm Summary display with a function key.

16 Select a point on the Alarm display and acknowledge the Alarm with a
function key.

17 Call up a Detail display with a function key for x_TI20.

18 Call up a graphic display (T_100x).

19 Call up another display (D_100x) from the T_100x display.

20 Call up a detail display by several means.

21 Read the information in the Alarm Zone.

22 Call up a display that provides all the information about the process point
x_PC15.

23 Call up a display that lists all points currently in alarm that are assigned to
your Station.

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Navigation
Perform Navigate Station tasks

9 Task Action

24 Call up a display that shows the history of a group of process points in a


graphical format.

25 Leave a message for the next operator.

26 Call up the Operator Guide.

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Navigation
Perform Navigate Station tasks

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Topic: Process Operations


Contents
Monitor and Operate the Process..........................................................................................................2
Identify Principal Parts of the Group and Detail Displays......................................................................3
Identify functions of Area and Point.....................................................................................................15
Operate from a Group Display.............................................................................................................17
Change the Output (OP)......................................................................................................................19
Operate points with Process Variable Tracking ..................................................................................23
Operate Points without Process Variable Tracking .............................................................................26
Identify the Standard Point Types and their Purposes ........................................................................29
Identify the Point, the ID, and the Parameters ....................................................................................35
Describe the Main Control Parameters ...............................................................................................39
Identify Control Ownership in Different Modes ....................................................................................40
Describe the Term: Setpoint................................................................................................................42
Describe the Term: Process Variable..................................................................................................44
Describe the Term: PV (Process Variable) Tracking...........................................................................45
Describe the Term: Output ..................................................................................................................48
Describe the Term: Initialization ..........................................................................................................49
Operate a Control Loop .......................................................................................................................51
Change Mode ......................................................................................................................................53
Monitor the Process Variable (PV) ......................................................................................................56
Change the Set Point (SP) ..................................................................................................................58
Call Up and Operate a Group Trend Display.......................................................................................61
Call Up and Operate a Group Numeric History Display ......................................................................70
Operate from a Detail Display .............................................................................................................75
Operate a Control Loop .......................................................................................................................76
Change Mode ......................................................................................................................................77
Monitor the Process Variable (PV) ......................................................................................................79
Change the Set Point (SP) ..................................................................................................................85
Change the Output (OP)......................................................................................................................87
Use Detail Tabs ...................................................................................................................................89
Start the SP Ramp Option for a Controller ........................................................................................103
Operate Cascade Loops....................................................................................................................107
Operate Group and Detail Display Performance Review ..................................................................110
Operate custom displays ...................................................................................................................112
Navigate through Custom Displays ...................................................................................................116
Operate Points using Faceplate ........................................................................................................120

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Process Operations
Monitor and Operate the Process

Monitor and Operate the Process


Introduction
In previous lesson you have become familiar with the Station tools, keyboard and standard displays.
You are now ready to learn about the Group and Detail displays. You will be able to identify the
principal parts of these two types of displays and to make control changes form them.
Main Idea
You will become familiar with the following:
• Group display principal parts
• Detail display principal parts
• Area and Point functions
• Point IDs and parameters
• Standard point types and purposes
• Control loop operation
− From a Group display
− From a Detail display
• Detail display tabs
• Setpoint Ramp Start function
• Cascade loops operation
• Custom display operation

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Process Operations
Identify Principal Parts of the Group and Detail Displays

Identify Principal Parts of the Group and Detail Displays


Introduction
In this lesson you will become familiar with two basic operating displays:
• The Group
• The Detail displays
Group displays provide various types of information about related points in a single display.
Detail displays provide detailed information about a particular point including current values, scan,
history, and so on.
Main Idea
Group display
Group, displays various types of information about related points on a single display.
• Tagname and description • Mode Attribute
• Process Variable (PV) • Engineering Units
• Set point (SP) • Alarm status
• Out put (OP) • High range
• Mode (MD) • Low range

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Process Operations
Identify Principal Parts of the Group and Detail Displays

Group Detail Display

Points can be assigned to more than one group display.


A Group display can have from one to eight points assigned.
As an Operator, you can control any point in the Group display that is assigned to an area to which
you have unrestricted access
.

ATTENTION

Some points in your groups may be View Only points which means you
cannot make control changes to these points.

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Process Operations
Identify Principal Parts of the Group and Detail Displays

Detail display

Each point has a Detail display with tabs that contains all the important parameters and settings for
that point.

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Process Operations
Identify Principal Parts of the Group and Detail Displays

Explanation
Group Displays

Basic Parts of a Group Display


Select to View Group
list.

Group Number Group Title

View as list: Group Detail, Group


Trend, Numeric History,

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Process Operations
Identify Principal Parts of the Group and Detail Displays

If required, you can display the group's trend and numerical history details by choosing the
appropriate option from the View As list.

The Group Trend and Numeric


History are covered later in the
course materials.

Lay out of the Group display

One control
point

Eight points can be displayed

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Process Operations
Identify Principal Parts of the Group and Detail Displays

Points can be controlled from this display as well as from the Detail or Custom display faceplate.
The basic information that is needed to monitor and control is available for each of the points in the
Group display.
Take a closer look at one of the points in the Group display and locate all the important data that
you might need to monitor and control the point.

The point name and description. Double


click this target to call up the detail display.

The bar graph view


High range

Set point (SP)


Green

Process Variable
(PV) cyan
Engineering
Units

Out put
(OP) gold
The digital view

Low range

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Process Operations
Identify Principal Parts of the Group and Detail Displays

Look at the digital view of the point in the Group display. It has the numeric values that were
represented in the bar graph (analog view). It also has targets and data entry ports for entering new
set points, outputs, changing the control mode and the mode attribute.
EX Execution State of point.
ST
SP Set Point in eng. Units
Select value to enter new set point.

PV Process Variable in eng. Units

OP Output in %
Select value to enter new output.

MD Control Mode
Select down arrow and click on new mode.

MD Mode Attribute
Attr Select down arrow and click on new attribute.

Detail Display
A Point Detail display shows the current value of each parameter for a particular point. You can
also use a Point detail display to disable the point or change parameter values providing you have
the required security level.
Point detail displays have a standardized layout as shown in the following figure.

Tabs

Face Plate Parameters

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Process Operations
Identify Principal Parts of the Group and Detail Displays

Faceplate PID
The Face Plate is designed to look like a physical panel and shows the main parameters such as PV,
MD, and so on.

Point name

Point
description

Output (OP)
Set Point (SP)

Process Variable
(PV)

Mode (MD)

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Process Operations
Identify Principal Parts of the Group and Detail Displays

Faceplate Device Point


The faceplate is designed to look like a physical panel and shows the main parameters such as PV,
OP, MD Attribute, and so on.

Point ID &
Description

Process Variable Output


as State

Mode Attribute

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Process Operations
Identify Principal Parts of the Group and Detail Displays

Tabs
The other parameters are shown to the right of the faceplate and are grouped according to tab. For
example, to see the alarm-related parameters, click the Alarms tab.

PID Detail Tab Pages Content

Tab Content
Main Execution and Control, Control Windup, Safety Interlocks and Red tag, Alarm
Enabling and Summary, Mode, and QVCS information.

Loop Tune Tuning-General, Gain Options, and Trend Display.

Set Point SP Processing/Tracking. Timeout, Set Point Ramping, and Set Point Input
Range.
PV & OP Process Variable, Clamping/Filtering, Output, Output Bias, and Control
Options

Alarms Alarm Configuration, Data Acquisition Block Options, and PID Block Options

Connections SCM Connection and Display Information

Chart Control blocks in chart format showing input and output connections

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Process Operations
Identify Principal Parts of the Group and Detail Displays

Device Point Detail display example

Device Point Detail Tab Pages Content


Tab Content
Main Execution and Control, Permissives and Overrides (P&O) Interlocks, Alarm
Information, Current Alarms, Safety Interlock & Red Tag, and QVCS
information.
Input States States, Input Options & Values, and Input State I/O Assignments

Output States Output State I/O Assignments, and Output Options and Values

Alarms P V Alarms and Override Alarms

Maintenance Maintenance Statistics

Connections SCM Connection and Display Information

Chart Control blocks in chart format showing input and output connections

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Process Operations
Identify Principal Parts of the Group and Detail Displays

Practice

9 Step Action

1 To call up the Detail display for x_FC01,

Click the (DETAIL/SEARCH) button and type in the point name, x_FC01.

2 When the Detail display is invoked, select the Alarm tab.


This page displays information about all the alarms that have been configured
for this point, the trip point for each alarm and the Priority of that alarm (both
are required for a valid alarm).

3 How many alarms have been configured for x_FC01? __________

4 Return to the Main Tab.

5 What is the Alarm Enable State?

6 Select the Setpoint tab and locate the Set Point Input Range.

7 Record the high limit for the SP (set point).


Record the low limit for the SP (set point).
SP is defined in Engineering units.

8 Select the PV & OP tab and locate Output limits. Record them below:
Extended High Limit %
High Limit %
Low Limit %
Extended Low Limit %

9 Locate the Process Variable column, and record the following:


The PV High Range (Eng. Units) PIDA
The PV Low Range (Eng. Units) PIDA
This is the span of this controller and matches the values shown in the
faceplate on the left.

10 To find the Alarm limits go to the Alarms Tab.


The alarm types are listed on the left. Note that not all of the alarms have a
Trip Point (column in the middle). NaN = not a number or null.
Record the PV High Trip Point
What is the Priority assignment for this alarm?
Tip— it is located just to the right of the alarm limit value.

ATTENTION

Alarms have more detailed coverage in a later lesson.

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Process Operations
Identify functions of Area and Point

Identify functions of Area and Point


Introduction
You have learned about point Detail and Group display components and where information is
located on the Detail Pages (Tabs). Before you can control a point you must have access to the Set
point, Mode and Output parameters. You are given access to those parameters through area
assignment.
If your system is divided into areas, your access to those areas of the system can be restricted. In
areas where you do have access, the tasks that you can perform may also be restricted.
Each area represents a portion of the process; you may have several areas assigned to you: some for
control purposes and others with VIEW ONLY restrictions.
Main Idea
The Experion PKS database can be partitioned into areas to control access to a particular section of
the plant or process. Typically, these areas match actual physical areas or sections of a site or
building.
Only Stations or Operator IDs configured to have access to a given area are able to view Alarms
and Custom displays or Control Points for that area. For example, if you have VIEW access to an
area in your system, you can only view items in that area; you cannot make any changes such as
acknowledging alarms or changing point parameters.
The Experion PKS database contains a System area. System items such as printers, channels, and
controllers are automatically assigned to the System area.

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Process Operations
Identify functions of Area and Point

Explanation
To determine which areas are assigned to this Station or Operator, do the following:
Learn by doing.
9 Step Action

1
Call up the Alarm Summary display.

2 Click the ▼ (all areas) in the Alarms display title bar.

3 The drop-down menu will look


something like this one:
Areas:
• System
• D100
• D100B
• E100
• E100B
• MISC
• T100
• T100B
• TF100
• TF100B
• TF100F
• TF100J
These are the areas assigned to the
station in the example.

4 Record the areas assigned to your station.

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Process Operations
Operate from a Group Display

Operate from a Group Display


Introduction
In this section, you will use the system Group Detail display to
• Call up and operate process points from a Group Detail display
− SP, OP and MD changes
• Call up and operate a Group Trend display
• Call up and operate a Group Numeric History display
Main Idea
The Group display shows various types of information about related points on a single display.

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Process Operations
Operate from a Group Display

Explanation
A Group Detail display shows the main parameters for a set of up to eight related points. The
information is presented as if you were looking at a physical control panel.
• Point ID (tagname) and description
• Execution State (EXST) — is it being processed?
• Set point (SP)
• Process Variable/Current State (PV)
• Output/last command (OP)
• Control mode (MD)
• Mode Attribute (MD Attr) — who is in control?
• Alarm status — Alarm symbols are displayed when alarms exist.

Calling up a Group
Step Action to call up a Group Detail display whose number you know:

1 To call up a Group Detail display from list selection:


Select View > Group Summary to see the list of groups.

2 Select a Group.

Alternately
Step Action to call up a Group Detail display whose number you know:

1 To call up a Group Detail display whose number you know:

Click the (Group) toolbar button.

2 Type the Group number in the entry box and press ENTER.

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Process Operations
Change the Output (OP)

Change the Output (OP)


Introduction
The output (or OP) can be used to read and write an analog value. An operator can only change OP
if the mode is set to MANUAL. The OP value is always in the range of 0% to 100% and is intended
to indicate % open of a valve.
Main Idea
Output Changes
OP is the opposite of PV, that is, OP represents values that can be changed by an operator or by
another component of the system when performing supervisory control. Usually, only an operator
can change the OP of a point if the mode of that point is set to MANUAL.
Explanation
There are several ways to select the output for change:
• Select the alphanumeric box, type in the desired value, and press the ENTER key.
• Select the alphanumeric box and use the raise or lower tools on the toolbar.
• Select the alphanumeric box and use the function (<F9> or <F10>) keys.
Output alphanumeric-box

OP before OP after Typing in a new


selection selection value of 70.

Step Procedure for changing OP—Action

1 If the point mode (MD) is not MAN, change the mode to MANUAL.

2 Select the OP alphanumeric-box; the output value is displayed as white


numbers on a black background. See figure, Op High, after selection.

3 Type in a new value and press the ENTER key to complete the entry.

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Process Operations
Change the Output (OP)

OP limits can be found on the PV and OP page of the Detail display. These limits apply to the point
when it is in AUTO or CAS (cascade) mode. When the point is in MANUAL mode, the OP can be
stroked by the operator (from –6.0% to 106.9%).

Output alarms can be set for a point. You can see that the OP High and/or OP Low alarms have
been assigned to a point by looking at the Alarm Page of the Detail Display.

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Process Operations
Change the Output (OP)

OP High and OP Low Alarms on the Alarm Page

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Process Operations
Change the Output (OP)

Practice

9 Step Action

1 Use the Group number box to call up a specific group.

Call up your 8th Group display by selecting the Group number box at the top
of the Group display and type in the number of your 8th group.

2 Change the OP of the x_FC31 controller to 70%.


If you forgot to change the MD to MAN, you will receive a message in the
Message Zone —Invalid Mode.

3 Use the Function keys to lower the OP to 65%.

4 Use the Toolbar Raise button to increase the OP to 70%.

5 Can you enter a value of –5?


YES
NO

6 Can you enter a value of –10?


YES
NO
Remember that -6.9% is the lowest OP value and 106.9% is the highest
output permitted in MANUAL mode. In AUTOMATIC mode, the OP is limited
to the OP High and Low limit assigned to the point. It can be found in the PV
& OP tab of the Detail display of the point.

7 Return the point’s OP to 50%.

8 Call up your 1st group display and


change the OP of X_LC14 to .1%.
This point has a Low OP alarm limit
and displays OPLO just above the
EX ST (Execution State).

9 Change the OP back to 50% and return the point to NORMAL mode.

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Process Operations
Operate points with Process Variable Tracking

Operate points with Process Variable Tracking


Introduction
PV Tracking is a setting that assists the operator with transferring a point from MANUAL mode to
AUTOMATIC mode without causing a process upset.
Main Idea
The key characteristics of PV Tracking are:
Characteristic Description
Set point value SP is made equal to PV when the
controller is in MANUAL mode.
When the controller is returned to
AUTOMATIC mode, PV and SP are equal.
A smooth transfer to AUTOMATIC The Operator does not have to change the
mode is made. SP to match the PV.

Explanation
The PV Tracking can be seen in the Setpoint tab of the Points Detail display.
When the Enable PV Tracking checkbox is selected, the Set Point will match the Process Value
when the point is in MANUAL mode or initialized (secondary point is not in CASCADE mode).

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Process Operations
Operate points with Process Variable Tracking

In the example that follows, the cascaded points are x_TC10 and x_FC15. The flow controller has
PV Tracking enabled.
Learn by doing.

Step Action to see how the PV tracking feature works

1 Call up your 7th group display.

2 Select the x_FC15 point and place it in AUTOMATIC mode.


Notice that the x_TC10 point now shows the IINIT status.

3 Change the SP of x_FC15 to 25.


Before the PV reaches 25 change the mode to MAN. The SP changes to match
the current PV.
This point has the PV tracking enabled.

4 Return the point to the NORMAL mode.

5 Change the SP on x_TC10 by 50 degrees and then put the point in MAN mode.
The SP stays at the value you entered in the prior step.
This point does not have the PV tracking feature enabled.

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Process Operations
Operate points with Process Variable Tracking

Practice

9 Step Action

1 Call up your 4th group display.

2 Select the x_FC28 point and place it in AUTOMATIC mode.

3 Change the SP of x_FC28 to 25. Before the PV reaches 25 change the


mode to MAN.
Does this point have PV tracking enabled?
YES
NO

4 Did the SP change to match the current PV?


YES
NO

5 Change the OP to 50%.


The PV should change to 77.5.
What is the value of the SP? _________

6 Return the point to AUTOMATIC and note that it keeps the 50% OP and the
PV & SP value of 77.5.
This assists in a smooth transition from MANUAL to AUTOMATIC mode. The
point should remain stable, as the PV and SP are equal due to the PV
tracking.

7 Change the SP on x_LC16 by 20% and then put the point in MAN mode.
The SP stays at the value you entered in the prior step.
This point does not have the PV tracking feature enabled.

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Process Operations
Operate Points without Process Variable Tracking

Operate Points without Process Variable Tracking


Introduction
In the previous exercise you learned about operating a point with PV tracking. In this exercise you
will learn to operate a point that does not have PV tracking.
Main Idea
PID points that do not have the PV Tracking enabled require the operator to adjust SP prior to going
to AUTO mode if the current PV is to be retained.
Explanation

LEARN BY DOING
9 Step Action required to adjust a point without PV tracking

1 Select the point.

2 Place point in the MANUAL mode.

3 Change the OP.

4 When desired PV is reached, select the SP and enter a value equal to the
PV.

5 Return the point to AUTOMATIC mode.

The operator is required to adjust the SP to match or equal the PV to prevent additional control
action if the PV is at the desired value. If this is not done the point will compare the SP and PV
values and adjust the OP value to cause the PV to change in order to make the PV=SP.
LEARN BY DOING
9 Step Action required to adjust a point without PV tracking

1 From your 4th Group select x_LC16.


Record the current PV

2 Place point in MANUAL mode.

3 Change the SP to 100.


Notice that the point accepted the new SP value.
If PV Tracking were enabled, the SP would not have changed.

4 Return the point to AUTO mode and note that the PID point has started to
change the OP to drive the PV to the SP of 100.

5 Compare the PV from Step 1 to the current PV.


Old PV: . Current PV

6 Place point in MANUAL mode and record the current SP .

7 Change the OP of x_FC20 to 50%.


The PV changes to 77.50 m3/hr.

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Process Operations
Operate Points without Process Variable Tracking

LEARN BY DOING
9 Step Action required to adjust a point without PV tracking

8 Compare the SP to the PV.


Note that they are not equal. SP = 100 and PV=77.5 that is an error of
22.5 m3 /hr.

9 To hold the current flow at 77.5, change the SP to 77.5 before returning to the
AUTO mode.

10 Return the point to AUTO and observe that the OP stays at 50% and PV and
SP are the same.

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Process Operations
Operate Points without Process Variable Tracking

Practice

9 Step Action

1 Call up your 1st group

2 Place point x_FC01 in MANUAL mode.

3 Change the OP to 70%.

4 When the desired PV (420) is reached, select the SP and enter a value equal
to the PV.

5 Return the point to AUTOMATIC mode.


Notice that you were able to return the point to AUTOMATIC without
disturbing the process.

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Process Operations
Identify the Standard Point Types and their Purposes

Identify the Standard Point Types and their Purposes


Introduction
You will look at the standard point types in Experion PKS and describe their purpose.
Main Idea
The C-200 Point Types And Descriptions
Point type Function/Description

DACA PID Data Acquisition (AI) combined with a PID block with Proportional,
Integral, and Derivative control modes.

CDA A point on an Experion PKS Hybrid Controller. Unlike the other types of
points (which have a specific use and structure), CDA points are
configured to meet your system's requirements.

Device This function block provides an Operator representation and alarming


functions for control of digital field devices, such as motors ,valves and
pumps. It provides control for up to 3 outputs with processing based
upon PV (process feedback) of up to 4 inputs

The SCADA point types and descriptions


Point type Function/description

Accumulator Represents total values. For example, the volume of water that has
flowed into a tank or the total number of cars that have entered a
parking lot over a period of time.

Analog Represents continuous values. For example, pressures in a boiler or the


number of cars currently in a parking lot.

Status Represents digital inputs or outputs. For example, the on-and-off states
of a pump or a light or the open-or-shut states of a door.

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Process Operations
Identify the Standard Point Types and their Purposes

Explanation
DACA Point
Data Acquisition Analog Points brings input values into the block and displays the Process value in
the appropriate format.

Example DACA point

PV

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Process Operations
Identify the Standard Point Types and their Purposes

CDA Point
Control Data Access points use function blocks to join together with Experion PKS system objects
(process connections and software connections) to create the controls that meet your systems needs.

Signal from sensor

Signal to actuator or
Field device

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Process Operations
Identify the Standard Point Types and their Purposes

SCADA Points
Supervisory Control and Data Acquisition (SCADA) points are all the points that are not C200 or
Hybrid points. You may have SCADA type points to connect all the other brands of controller to
the Experion PKS system. The training system is using only C200 points. The following examples
are presented to provide you with additional background information.

Analog Point (SCADA)


An analog point can represent the following different types of field values:
• Process Variable (PV)
• Output (OP)
• Mode (MD)
• Setpoint (SP)
• Up to four auxiliary values (A1, A2, A3, A4)
Analog points represent continuous values such as pressures or temperatures. Analog points that are
used to represent a temperature show the relationship between field values and an analog point.

Analog Point Used To Represent A Temperature

Server (Station Display) Controller Plant Equipment

PID

SP PV OP MD

SP
PV
OP
MD

Valve Flow Sensor


Pump

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Process Operations
Identify the Standard Point Types and their Purposes

Status Point
A status point has three parameters that can address field values:
• Process Variable (PV)
• Output (OP)
• Mode (MD)
Status Point Representing a Pump

Ladder
Logic

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Process Operations
Identify the Standard Point Types and their Purposes

Accumulator Point
Accumulator points represent totalizers. An accumulator point can access a single counter input
value.
This diagram shows the relationship between a field value and an accumulator point.

Accumulator Point Process Variable (PV)


The PV for an accumulator point is used to read a value from a counter (in a controller) that
continues to increment until it reaches its rollover value, at which time it resets.

34 Experion Operator Course EXP10001 R201 6/15/2004


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Process Operations
Identify the Point, the ID, and the Parameters

Identify the Point, the ID, and the Parameters


Introduction
In this lesson you will look at process points in detail including determining IDs and other
important operating parameters.
Main Idea
A point is a collection of information about a particular part of your system. For example, a point
representing a simple device such as fan would include:
• An ID, which uniquely identifies the fan
• A descriptive name
• The current state (Start or Stop)
• The desired state. This is applicable if you are allowed to control the point. For
example, if you click a fan on the display, Experion PKS will change the state of the
real fan.

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Process Operations
Identify the Point, the ID, and the Parameters

Detail Display for Device Point

Item Parameter Value

1 ID 11_HS14A

2 Descriptive name E-110A Fan

3 Current state (PV) STOP

4 Desired state (OP) BAD

36 Experion Operator Course EXP10001 R201 6/15/2004


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Process Operations
Identify the Point, the ID, and the Parameters

Explanation
Main Parameters for Standard Point Types
Parameter Description
PV (Process Variable) The current value or state of the point.
This input is known in Experion PKS as the PV (Process Variable) of
a point, because it represents values that are a function of the
process (or the controller or both).
An operator cannot change process variables.
SP (Set Point) Only applicable to analog points.
The SP is the desired value or state of the point.

OP (Output Value) Only applicable to analog and status points.


The OP is the raw (uncalibrated) value of the point. In the case of an
analog point, OP is expressed as a percentage of the full value. In the
case of a status point, OP has four possible values (0 to 3).

MD (Mode) Only applicable to analog and status points.


The MD indicates the manner in which the point is being controlled.
For example, if you want to change a point's SP, you first need to set
MD to Automatic. If MD is set to Manual, it means that the point’s
output is being controlled directly by the operator.

Process Variable (PV)


PV Status points are used to represent the current state of the field device or process. For example,
four distinct states for a valve could be defined as: TRAVEL, CLOSED, OPEN, and FAIL.
The PV of an analog point represents the current reading (represented in engineering units) of the
field device or process. PVs are often used to represent the process variable of a control loop.

Set Point (SP)


The set point can be used to read and write an analog value in a controller. Set points are
represented in engineering units and are often used to represent the ideal operating value for a
control loop.

Control Mode (MD)


The current control mode of a point determines whether or not an operator is permitted to control
the OP or SP of the point.
The available control modes are: manual, automatic, cascade, and computer, although, cascade and
computer are only available with specific controllers. Most Experion PKS device interfaces support
just single bit modes (that is, values of 0 and 1, displayed by default as MAN and AUTO).

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Process Operations
Identify the Point, the ID, and the Parameters

Practice
Let’s look at some of the points assigned to you and identify the basic parameters that effect how
these points behave.
9 Step Action

1 Use your assignment sheet to determine the Group numbers and the display
names assigned to you.
Remember that the point names begin with the ID letter assigned to you and
the display names end with that letter. For example, Student C’s points are
C_FC01 and displays are T100C.

2 Call up your 2nd Group and select the 3rd point x_TI24.

3 What is the current temperature? ______________


What parameter provides this information? ___________.

4 What is the maximum temperature for this point? ___________


What is the range of this indicator? _________ to ___________ degrees.

5 Call up the Detail display for this point (x_TI24).

6 Which tab lists the alarm limits.

7 How many alarms have been assigned to this point?


What is the highest alarm limit?

8 Call up the Detail display x_PC15.

9 How many tabs does this point have?

10 Select the Setpoint tab.

11 What is the Set Point Input Range for this controller?


Setpoint high limit for this point?
Setpoint low limit for this point?

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Process Operations
Describe the Main Control Parameters

Describe the Main Control Parameters


Introduction
Understanding the main control parameters and their purposes is an important part of operating the
Experion PKS system.
Main Idea
The terms that you will need to know are:
• Control Mode (MD)
• Mode Attribute (MD Attr)
• Set point (SP)
• Process Variable (PV)
• PV (Process Variable) Tracking
• Output (OP)
• Initialization (INIT)

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Process Operations
Identify Control Ownership in Different Modes

Identify Control Ownership in Different Modes


Introduction
In this lesson you will learn about the parameters that determine the control mode of the process
points.
Main Idea
Point Mode (MD)
The mode of a status point is used to determine whether or not an operator is permitted to control
the output value.
The two most common modes are:
• Manual
• Automatic
The available control modes are: manual, automatic, cascade, and computer, although, cascade and
computer are only available with specific controllers.

Mode Attribute (MD Attr)


Mode attribute determines whether an operator or a user program has the authority to change certain
variables such as Mode, OP, or SP.

Normal Mode
When defining a point that includes a control, the builder can specify what is to be the normal mode
for that point.
The normal mode applies:
• By default for this point.
• When an authorized operator presses the appropriate function keys to reset the mode
after manual intervention.
For most points, the normal mode is AUTO.

40 Experion Operator Course EXP10001 R201 6/15/2004


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Process Operations
Identify Control Ownership in Different Modes

Explanation
Analog Mode (MD)
The mode (MD) is used to determine whether or not an operator is permitted to control the output
value.
The two most common modes are:
• Manual
• Automatic
Property Description
Man When the manual mode is set, an operator is permitted to change either the set
point or the output value.

Auto When the automatic mode is set, the controller (or sometimes the server)
controls the output and operators cannot change the output value unless the
Disable mode checking on output is set.
Casc Cascade mode is specific to S9000, TDC, and UDC controllers.
The cascade mode is used when the SP is coming from the output of another
PID loop within the controller (that is, PID loops are cascaded together). When
the mode is set to cascade, operators cannot change either the set point or the
output value.
Comp This mode is specific to TDC controllers.
The computer mode is used when the SP is coming from a computer that is
performing automatic control. When the mode is set to computer, operators can
change either the set point or the output values.

Normal Mode
If the normal mode is configured correctly an operator doesn’t have to know what mode a point
should be in.

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Process Operations
Describe the Term: Setpoint

Describe the Term: Setpoint


Introduction
In this lesson you will learn about the parameter called Set Point or SP and the procedures to change
SP depending on the points configuration.
Main Idea
Set point (SP)
Only applicable to analog points.
The SP is the desired value or state of the point. If, for example, a point represents room
temperature, changing the SP causes the room to change to that temperature.
Set point is the desired value of the process and can be set by:
• The operator
• The sequence program
• The controller or another controller
Explanation
The operator changes the set point (SP) of a controller by placing the controller in the proper mode
and selecting the SP and then changing it to the desired value.
Step How the set point is changed on a Single loop controller:

1 Place point in AUTOMATIC mode and the mode attribute to OPERATOR.

2 Select the set point parameter and type in a new set point value and press
the ENTER key.

3 You could select the set point parameter and use the <F9> key to increase
the value or the <F10> key to decrease the value.

If two or more points are cascaded (linked together), the primary point sends a set point to the
secondary point’s set point parameter.
Step How the Set point is changed on a cascaded controller:

1 Place the secondary point in CASCADE mode and the mode attribute to
OPERATOR.

2 Adjust the set point or the output of the primary point.


The set point of secondary point will change based on the primary point’s
output.

42 Experion Operator Course EXP10001 R201 6/15/2004


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Process Operations
Describe the Term: Setpoint

Controllers can be controlled by a sequence (computer) program rather than by the operator.
Step How the Set point is changed by a sequence program:

1 Place point in AUTOMATIC mode and the mode attribute to PROGRAM.

2 The sequence program script writes a new set point value to the controller.

The Controller can be configured with PV tracking that enables the controller to adjust its own set
point when in Manual mode making the set point equal to the process value.
Step How the Set point is changed by PV tracking:

1 Place point in MANUAL mode and the mode attribute to OPERATOR.


ATTENTION
The set point (SP) is immediately made equal to the process value
(PV) (PV Tracking Option).

2 As the output of the point causes the PV to change, the SP changes to match
the PV value.
This feature is designed to prevent the process from being bumped when the
point is transferred to automatic control mode.

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Process Operations
Describe the Term: Process Variable

Describe the Term: Process Variable


Introduction
Analog Point Process Variable (PV)
The PV of an analog point represents the current reading (represented in engineering units) of the
field device or process. PVs are often used to represent the process variable of a control loop.
Main Idea
The PV of an analog point represents the current reading in engineering units of the field device or
process.
Explanation
The PV has a:
• Range High Value
• Range Low Value
Process Variable Definition
PV High Range The highest and the lowest valid values of the range for this point
PV Low Range For example, if the maximum output of a temperature transmitter
represents 600 degrees Celsius, and the minimum is zero degrees
Celsius, the Range High Value is 600 and the Range Low Value is
0 so that the server can correctly scale or convert the raw data
captured from the controller.

The PV of a device point represents the current status of the field device. For example, the four
distinct states for a valve:
• TRAVEL
• CLOSED
• OPEN
• FAIL

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Process Operations
Describe the Term: PV (Process Variable) Tracking

Describe the Term: PV (Process Variable) Tracking


Introduction
PV Tracking is a setting that assists the operator with transferring a point from MANUAL mode to
AUTOMATIC mode without causing a process upset.
Main Idea
Process Variable (PV) Tracking Option - Indicates if the SP (Set Point) is to track PV when the
function block (point) is either in MANUAL mode or being initialized.
SP is set equal to PV if the Enable PV Tracking box is checked on the Set Point tab of the Detail
display (PVTRAKOPT = Track), and the function block (point) is:
• In MANUAL mode.
• Being initialized from a secondary.
• Undergoing a one-shot initialization.
Explanation
The key characteristics of PV Tracking are:
Characteristic Description
Set point value SP is made equal to PV when the
controller is in MANUAL mode.
When the controller is returned to A smooth transfer to AUTOMATIC mode
AUTOMATIC mode, PV and SP are is made.
equal. The Operator does not have to change
the SP to match the PV.

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Process Operations
Describe the Term: PV (Process Variable) Tracking

The PV Tracking can be seen in the SetPoint tab of the Points Detail display.
When the Enable box has been checked, the Set Point will match the Process Value when the point
is in Manual mode or initialized (secondary point is not in Cascade mode).

Example(s)

LEARN BY DOING
9 Step Action Result

1 Call up the D_100x display. Click on The point names are displayed.
the Name button in the navigation
bar.

2 Select the x_FC20 controller. The faceplate for the controller is


called up.

3 Select the Point Descriptor, Feed, The Detail display is invoked.


and double click.

4 Click the Set Point tab. The set point information tab is
invoked.

5 Locate the SP Processing/PV Tracking column.


Verify the check box for enabling PV tracking is selected.

6 Call up the Detail display for x_LC14.

7 Verify that this point does not have PV tracking enabled.

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Process Operations
Describe the Term: PV (Process Variable) Tracking

Practice

9 Step Action

1 Call up the Detail display for x_AC12 controller.

2 Does this controller have PV tracking?

3 Call up the Detail display for x_TI26.

4 Does this point have PV Tracking?


YES
NO
Notice there is no SP for a DACA point.

5 Which mode causes the PV tracking to force the SP to equal the PV?
AUTO
MAN
CAS
B-CAS
Circle the correct answer.

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Process Operations
Describe the Term: Output

Describe the Term: Output


Introduction
In this lesson you will learn about the control parameter output (OP).
Main Idea
Output value (OP)
Only applicable to analog and status points, the OP is the raw (uncalibrated) value of the point. In
the case of an analog point, OP is expressed as a percentage of the full value. In the case of a status
point, OP has four possible values (0 to 3).

PID Point Output


The OP value is always in the range of 0% to 100% and is intended to indicate the percent open of a
valve.
If the valve is reverse acting, for example, 4 mA represents the valve fully open and 20 mA
represents valve fully closed, then the OPReverse parameter should be enabled so that the OP
indicator still shows % open. The output (OP) can be used to read and write an analog value. An
operator can only change it if the mode is set to MANUAL.

Device and Status Point Output


OP represents values that can be changed by an operator or by another component of the system
when performing supervisory control. Only an operator (usually) can change the OP of a point if the
mode of that point is set to manual. In the case of a status point, OP has four possible values (0 to
3). Device points may have as many as eight (0 to 8) possible values.

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Process Operations
Describe the Term: Initialization

Describe the Term: Initialization


Introduction
Initialization (INIT)
Allows cascade controls to be re-established after they have been interrupted without causing bumps
in the process.
Main Idea
Initialization Propagation
Initialization requires each Regulatory Control block in a cascade to check its secondary to see if
the cascade has been broken. If it has, each block will initialize and provide an initialization request
and initialization value to its primary. In this way, the initialization will start at the final control
element and propagate upstream.
Explanation
Points with Secondary Initialization, within the Control Option area, the, enabled will initialize
when the secondary is not in cascade. If this parameter is disabled initialization will not take place.
Example(s)
Example of a Point with Initialization Enabled
LEARN BY DOING
9 Step Action

1 Call up your 3rd group display.


The T-100 Overhead and the Reflux flow are cascaded together. T-100
Overhead is the primary point and the Reflux flow is the secondary.

2 Change the mode of the secondary to Auto and note that the primary
initializes.

3 Return the secondary to Normal mode (CAS).

4 Call up the Detail display for the T-100 Overhead point.


Go to the PV & OP tab.

5 Locate the Control Options area of the display.


Notice that the Secondary Initialization Option is enabled. This means that
when the cascade connection is interrupted this point will show INIT in the
output field in the faceplate.

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Process Operations
Describe the Term: Initialization

Example of a Point with Initialization Disabled


LEARN BY DOING
9 Step Action
th
1 Call up your 4 group display.
The D-100 Reflux Drum Lvl and the Feed are cascaded together. D-100
Reflux Drum Lvl is the primary point and the Feed is the secondary.

2 Call up the Detail display for the x_LC16 and go to the PV & OP tab.
Notice that the Secondary Initialization Option is disabled. This means that
when the cascade connection is interrupted this point will give no indication in
the faceplate.

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Process Operations
Operate a Control Loop

Operate a Control Loop


Introduction
This lesson is about operating a control loop from the Group Detail display.
You will select a point and
• Monitor the Process Variable (PV)
• Change the Mode (MD)
• Change the Set Point (SP)
• Change the Output (OP)
• Operate points with PV Tracking and without PV Tracking
Main Idea
To make a control change to a point in the Group Detail display, you must first select the point.
Step Action

1 To select a point in the Group Detail display:


Move the cursor over the Point ID and left click.

2 The Point ID becomes highlighted and the point’s ID is shown in the


Message Zone.
See the example.

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Process Operations
Operate a Control Loop

Explanation
Control changes such as OP and SP changes can be typed in the alphanumeric field.

All such entries must be followed by the <ENTER> key or the (Enter) button. You can also

make incremental changes using the <F9> or the <F10> function keys or the (Raise) or the

(Lower) buttons on the Toolbar.

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Process Operations
Change Mode

Change Mode
Introduction
The mode (or MD) is used to determine if an operator is permitted to control the output value
(manual mode) or the set point value (automatic mode).
Main Idea
Control Modes
The current control mode of a point determines if an operator is permitted to control the OP or SP of
the point.
The available control modes are: manual, automatic, cascade, and computer, although, cascade and
computer are only available with specific controllers.

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Process Operations
Change Mode

Explanation

Property Description

MAN When the manual mode is set, an operator is permitted to change either the set
point or the output value.

AUTO When the automatic mode is set, the controller (or sometimes the server) controls
the output and operators cannot change the output value.
CAS Cascade mode is specific to C-200, S9000, TDC, and UDC controllers. The
cascade mode is used when the SP is coming from the output of another PID loop
within the controller (that is, PID loops are cascaded together). When the mode is
set to cascade, operators cannot change either the set point or the output value.

Normal Mode
When defining a point that includes a control, the builder can specify what is to be the normal mode
for that point. The normal mode applies by default for this point. When an authorized operator
selects the NORMAL option from the Mode list box, it resets to the mode specified by the normal
mode parameter (NORMMODE).
For most points, the normal mode is AUTO.

Mode List Box

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Process Operations
Change Mode

Practice
Changing Control Mode from Group Detail display.
9 Step Action

1 Call up your 1st Group.

2 Select the Mode list box of the x_FC01 point.

3 Change the mode to manual by selecting the MAN option.

4 Use the NORMAL option to return this point to the normal mode.

5 What is the normal mode of x_FC01?


AUTO
MAN
CAS
BCAS
NONE

6 Change the mode of x_FC17 to AUTO.

7 Return the point to the normal mode.

8 Use the Page Down button on the toolbar to go to your 3rd group.

9 What mode is x_AC12?

10 What mode is x_FC19?

11 Change the mode of x_FC19 to AUTO.

12 Notice that x_AC12 now displays INIT above the Output.


x_AC12 is the Primary and x_FC19 is the Secondary in a Cascade loop.
When the secondary is not in cascade, the Primary shows the initialize
message of INIT to advise that the operator has control of the Secondary
point.

13 Return the point x_FC19 to the normal mode.


Notice that the INIT message has been removed from the Primary point
x_AC12.

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Process Operations
Monitor the Process Variable (PV)

Monitor the Process Variable (PV)


Introduction
The current value or state of the point is the Process Variable or PV. The operator cannot change
this parameter.
Main Idea
Process Variables can be numerical such as temperatures, pressures and flows or States such as
ON/OFF, START/STOP, or RUN/STOP/READY.
Numeric PVs are shown in engineering units such as PSI, Degs C or Degs F, m3/hr, GPM, %, RPM
to name a few.
Explanation

PV’s in a Group display

High Range

PV

Low Range

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Process Operations
Monitor the Process Variable (PV)

LEARN BY DOING
9 Step Action

1 Call up your 1st Group display.

2 Note the PV of the Heavy Feed Pump is ON.

3 Record the PV of the x_LC14. ____________%


The unit of measurement (Eng Unit) used to identify the PV of x_LC14 is
percentage.
The unit of measurement (Eng Unit) used to identify the PV of x_FC18
cubic meters per hour (m3/hr).

4 Go to your 2nd Group display.


These data acquisition points (DACA) are measuring temperatures and
pressures.
Notice that the range of these points can be seen as well as the PV relative
to range (span). See the example above for assistance in locating this
information.

Practice

9 Step Action

1 Call up your second Group display.

2 What is the high range of x_PI14?

3 Record the PV of the x_TI40.

4 What is the unit of measurement (Eng Unit) used to identify the PV of


x_PI14?

5 Go to your 4th Group display.

6 What is the High and Low range for x_LC16?

7 What are the possible PVs for the Pumps? .

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Process Operations
Change the Set Point (SP)

Change the Set Point (SP)


Introduction
The set point (or SP) can be used to read and write an analog value in a controller. Set points are
represented in engineering units and are often used to represent the ideal operating value for a
control loop.
You will practice changing the set point from the Group faceplate display using the number keys
and the <F9> and <F10> keys.
Main Idea
Set point Changes
Place the control point in the AUTO mode before changing the set point. *
There are several ways to select the set point for change:
• Select the alphanumeric box, type in the desired value, and press the ENTER key.
• Select the alphanumeric box and use the Raise or Lower buttons on the toolbar.
• Select the alphanumeric box and use the function (<F9> or <F10>) keys.
• Select the alphanumeric box and use the function (<Alt>+<F9> or <F10>) keys to
fast ramp the SP.

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Process Operations
Change the Set Point (SP)

* If the point has PV Tracking enabled, the operator cannot change the set point (SP) in MANUAL
mode because the SP tracks the PV in MANUAL mode.
Explanation

LEARN BY DOING
9 Step Action

1 Call up your 4th Group.


Press the GROUP key, type in the number, and press ENTER.

2 Select the X_LC16 and change the mode to AUTO if it is not in Automatic
mode.

3 Enter the new set point 5 engineering units greater than the current SP using
the <F9> key.

4 Type in the new set point 15 engineering units greater than the current SP.
Remember to use the ENTER key after you type the new value.

5 Type in the new set point of 775 but do NOT press ENTER.
Use the Backspace key to delete the last character for a new SP of 77 and
then press <ENTER>.

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Process Operations
Change the Set Point (SP)

Practice

9 Step Action

1 Call up your 5th Group.


Press the GROUP key, type in the number, and press ENTER.

2 Select the X_PC15 and change the SP to 900.

3 Enter a new set point, 20 engineering units greater than the current SP, using
the <F9> key.
Notice that pressing the arrows moves the SP at 1% of range or 10.5
engineering units.

4 Type in a new set point 100 engineering units less than the current SP.
Remember to use the ENTER key after you type the new value.

5 Change the SP to 850 using the Raise/Lower tool bar buttons.

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Process Operations
Call Up and Operate a Group Trend Display

Call Up and Operate a Group Trend Display


Introduction
The Group display has more than one view.
• Group Detail
• Group Trend
• Numeric History
The Group Trend assignments are made when the points (function blocks) are defined, or later from
System Configuration/Trend and Group Displays/Groups. These changes require Supervisor level
access or greater.
Main Idea
The Group Trend supplies historical information about the points in the group.
You can adjust:
• The sample interval
• The number of samples
• Zoom
• The displayed scale (% or EU (Engineering units))
• Start time (History offset)
• The number of points trend

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Process Operations
Call Up and Operate a Group Trend Display

Explanation
Viewing the Group Trend
LEARN BY DOING.
9 Step Action to call up Group Trend View

1 Call up Group 1.

2 From the Group Detail display select the View AS list box.

3 Select the Group Trend option in the list.


The Group Trend is called up.

Group Trend Example

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Process Operations
Call Up and Operate a Group Trend Display

Structure of the Group Trend


Group Number and View Menu Sample Menu Interval Menu
Selection targets

Scale
controls
Sample’s trace color
matches point

Adding and Deleting traces


To delete a trace: clear the checkbox at the bottom of the point.
Deleted Added.

Default values
Default is 100 Samples and 1-minute Intervals.
Once you change these settings for a group that information is stored and the next time you call up
the Group Trend it will reflect the setting you entered.

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Process Operations
Call Up and Operate a Group Trend Display

Changing the group


You can change group trends with out loosing the Group Trend View.
Step Action

1 To call up another Group Trend, select the Group number in the entry box

2 Type in the number to the desired group and press the ENTER key.
The new group is displayed in the Group Trend View.

3 To recall up a Group Trend: select the Group Title (a drop-down menu


displays those groups that have been called up previously). Select the
desired group.

Scale Control
The trend area can be expanded or contracted using the entry box at the top and at the bottom of the
Y-axis.

For example, entering 75 at the top and 25 at the bottom


presents a view of the middle 50% of the range. Each entry
box is independent.

Toggles between % of range (0 –


100%) or the EUs of the point
with the largest range.

Changing from % to Engineering Units


Select the list box on the left to change the scale from % (0 to 100% of range for all points) to EU
(the PVEULow to PVEUHigh of the point with the greatest span). Percentage of range is
recommended if the points have a variety of measurements such 1-5, 0 -1500, 700 –1750 within the
same group.

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Process Operations
Call Up and Operate a Group Trend Display

Changing Sample Interval


To change from the 1-minute sample to one of the other nine options: select an entry from the
Interval list box.

Changing the number of samples

To increase or decrease the number of samples to be included on the trend: select the Samples entry
box, type the desired number of samples, and press the ENTER key.
For example, a 1-hour interval with 48 samples equals 2 days.

Changing the Start Time (History offset)


If you want to view information for a time other than the present, use the History offset.

Date
Time

The date is entered in the same format as the date shown just below the entry box (DD-MMM-
YY). The time is entered in the time box, (24-hour clock HH:MM:SS).

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Process Operations
Call Up and Operate a Group Trend Display

ATTENTION

IMPORTANT: These settings remain until you change them.


To return to the current time you must clear the date and time boxes.

a. Select the Date box


b. Press the DEL key and then press the ENTER key

a. Select the Time box


b. Press the DEL key and then press the ENTER key.

= Current day and time.

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Process Operations
Call Up and Operate a Group Trend Display

Using the Zoom Function


Click and drag the cursor over the area that you want to magnify (Zoom in).

When you release, the area fills the trend region. Notice the grid went from 6 sec to 1 sec intervals.
To return to default view, click the lower left corner of the trend frame.

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Process Operations
Call Up and Operate a Group Trend Display

Practice

9 Step Action

1 Call up your 2nd group display.


Select the View AS list box and select the Group Trend option.

2 What is the time interval for the samples on the trend? __________
The time interval is shown at the top right of the display next to the title,
Interval.

3 Change the interval to 5 seconds.


Select that option from the drop-down list.

4 What color is the trace for X_TI40? ___________________

TIP
Check the base of the point’s Faceplate to determine trace color.

It is cyan (light blue).

5 To delete the first point from the trend, clear the checkbox next to the trace
color legend.
Observe that the trace has been deleted from the trend display area.

6 Return the point to the trend by selecting the checkbox.

7 Change the number of 5-second samples to 150.


Select the Sample entry box, type in the number of samples you want, and
press ENTER.

8 Change the Interval to 1 minute and the number of samples to 120.

9 Click the scroll back arrow twice to move the trend back 30 minutes.

10 Select the scrollbar at the bottom and drag it to the right to display the trend
data for the last 100 minutes.

11 Call up the next group display (your 3rd group); use the PAGE DOWN button
on the toolbar.

12 Change the Interval to 6-minute averages and the sample to 90.

13
Use the (BACKWARD button) to recall the 2nd group.
Notice that it is in the Group Trend view and is shown with 120 samples at
1-minute intervals.
Each Group trend remembers the Sample and Interval setting that you
entered for it so that when you recall the display you do not have to re-enter
the settings.

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Process Operations
Call Up and Operate a Group Trend Display

9 Step Action

14 Return to the 3rd Group.


Note the position of the green trace (X_LC16).
Match the trace color to the color shown at the base of the point’s faceplate.

15 Switch the range to engineering units.


The scale shows 0 to 305. The position of the green trace (X_LC16) is
displayed in the lower third of the trend while X_FC19 has maintained its
position because it has a range of 0 to 305 in EUs.

16 Zoom in on the X_FC19 trace.


Move the cursor to the left of the area you wish to zoom and click.
Drag the cursor down and to the right.
Release the button when you have the desired portion of the trace in the
bounding box.
The trend is resized and the scale on the left reflects the view.

17 To return to a full-scale view, click the lower left corner of the trend frame.
It looks like two overlapping rectangles.

18 Call up your 7th group using the Group Trend entry box in the group trend
toolbar.
Select the entry box, type in the group number you want, and press ENTER.

The new group is shown in the Group Trend format.

19 Select the GROUP button on the toolbar and enter the number of your 1st
group.
Notice the group opens in the Group Detail format.

20 Change the format to Group Trend.

21 Recall your 7th group, “E-100x Reboiler Control”, using the Group
Description drop-down menu.

22 Display 6 minute averages with 60 samples.

23 Change the History offset to display the date for yesterday beginning at 1 pm.
Remember the date format (DD-MMM-YY) uses a 24-hour clock (HH:MM).

24 Clear the History offset by selecting the date, press the DEL key, and then
press the ENTER key.
Select the time and repeat the keystrokes to return to 00:00:00.

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Process Operations
Call Up and Operate a Group Numeric History Display

Call Up and Operate a Group Numeric History Display


Introduction
The Group Detail has a view called Numeric History. This displays 35 per page values for the
selected Sample Interval.
You can control the start time and date for the collection and scroll forward or backward through
the collected data.
Main Idea
Group Numeric History View

Point IDs

Newest data

Scroll buttons
Older data

To obtain the Numeric History of a Group display: select the View As menu box and select the
Numeric History option.

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Process Operations
Call Up and Operate a Group Numeric History Display

Changing Sample Interval


To change from the 1-minute samples to one of the other nine options: click the Interval arrow and
select the desired sample interval.

History File Sizes


The duration and the number of samples for each history interval are shown in the table below.

Default History File Sizes

File Sizes
History Types Intervals
Duration Number of Samples

Standard History 1 1-minute snapshot 24 hours 1442

2 6-minute average 7 days 1682

3 1-hour average 7 days 170

4 8-hour average 3 months 281

5 24-hour average 1 year 368

Extended History 7 1-hour snapshot 7 days 170

8 8-hour snapshot 3 months 281

9 24-hour snapshot 1 year 368

Fast History 6 1 to 30-second snapshot 2 hours - 72 hours 8652

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Process Operations
Call Up and Operate a Group Numeric History Display

Changing the Start Time (History offset)


If you want to view information for a time other than the present, use the History offset to change
both the date and time.
Step Action to change the History Offset:

1 Select the Date box

The date is entered in the same format as the date shown below the entry
box (DD-MMM-YY) in the Status Line.

2 Select the Time box and enter the time.


The time is entered using a 24-hour clock (HH:MM:SS)

ATTENTION

IMPORTANT: These settings remain until you change them.


To return to the current time, you must clear the date and time boxes:

a. Select the Date box


b. Press the DEL key and then press the ENTER key.

a. Select the Time box


b. Press the DEL key and then press the ENTER key.

= Current day and time.

View Another Group


To view Numeric History for another Group, use the Page Up or Down buttons in the toolbar, or
select the entry box next to the Group, enter a new group number, and press ENTER.

Navigation to Detail or Associated Displays


• To view the point description: select the Point Name and the description will be displayed in
the Message zone.
• To call up the Detail display: double-click the Point Name.
• To call up the Associated display: click the Point Name and then press the < F2> key.

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Process Operations
Call Up and Operate a Group Numeric History Display

Practice

9 Step Action

1 Call up your 7th group display and view it as a Numeric History Group.

2 Change the interval to 1 hour Average.


Select the Interval arrow and click the 1-hour avg option.

3 Record the date and time at the top of the report.

4 Click the arrow at the bottom of the report once.

Record the date and time at the top of the report.

5 Compare this with the time and date from step 3.


Note that it scrolls 10 hours each time you click the arrow.

6 Change the interval to 1 minute.

7 Scroll back 20 minutes.


That requires 2 clicks of the arrow.

8 Change the History Offset to view data from 7:20 this morning.
Click the Date box; type in today’s date and press <ENTER>.
Click the Time Entry box; type 7:20, and press <ENTER>.
You do not have to type in the leading zero.

9 Change the beginning date of the report to yesterday’s date.


For example, 29 (space) oct (space) 03 or 29-oct-03.
Either method will work. It is not case sensitive.

10 Change the interval to 6-minute averages.


Notice that the History offset remains at the date and time you entered in the
preceding step.

11 Return the time of the report to the current date and time.
Click the Date entry box, then press <DEL>, and then <ENTER> to clear the
date.
Select the Time entry box and repeat the sequence.

12 What is the difference between a 1-hour interval and a 1-hour average


interval?

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Process Operations
Call Up and Operate a Group Numeric History Display

9 Step Action

13 To view the point description of any point on the Numeric History just left click
once.
The information is displayed in the Message Zone.

14 You can call up the Detail display for any point on the Numeric History by
double-clicking the Point Name.
Call up the Detail Display for X_TI21.

15 Return to the Numeric History by using the BACKWARD key.

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Process Operations
Operate from a Detail Display

Operate from a Detail Display


Introduction
A Point Detail display shows the current value of each parameter for a particular point. You can
also use a Point Detail display to disable a point or change parameter values, providing you have the
required security level.
Main Idea
Detail display Main Page

Item Description
Face Plate (left side) Designed to resemble a physical panel, this shows the current values
of the main parameters.
The gauge at the top shows the PV.
SP, OP and MD can be changed from this faceplate.

Tabs Related parameters are grouped under each tab.


To see a particular set of parameters, click the appropriate tab.
If you want to display changes in PV over time, see Displaying Point
History.

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Process Operations
Operate a Control Loop

Operate a Control Loop


Introduction
In this lesson you will make process changes using the Detail display faceplate. You will change:
• The Set Point (SP)
• The Output
• The Control Mode

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Process Operations
Change Mode

Change Mode
Introduction
In the previous lessons you have practiced making mode changes from the Group faceplate. The
Detail faceplate is not much different. In this lesson you will use the Detail faceplate to change the
control mode.
Main Idea
Control Mode (MD)
The current Control Mode of a point determines if an operator is permitted to control the OP or SP
of the point.
Changing the Control Mode from the Detail display is much the same as changing it from the Group
display.
Explanation
Changing Mode
LEARN BY DOING
9 Step Action

1 From the Detail display of x_TC10 select the Mode list box target.

2 Select desired mode.

Selectable options
Mode list box
target

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Process Operations
Change Mode

Normal Mode
The Main Page of the Detail displays the Normal mode.

Practice

9 Step Action

1 Call up the Detail Display for X_FC01.

2 Change the mode to MANUAL.

3 Locate the Mode section in the Main Page of the Detail Display.
What is the Normal mode for this point?

4 Use the Normal Mode option to return the point to AUTO.

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Process Operations
Monitor the Process Variable (PV)

Monitor the Process Variable (PV)


Introduction
The Detail display faceplate shows the PV (Process Variable) in both the analog form and as a
digital (numeric) readout. The PV alarm status and limits are also shown on the faceplate.
The PV & OP pages of the Detail display provide more information about the PV.
Main Idea
The Detail display faceplate shows the PV (Process Variable) in both the analog form and as a
digital (numeric) readout. The PV alarm status and limits are also shown on the faceplate.
The PV & OP pages of the Detail display provide more information about the PV.

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Process Operations
Monitor the Process Variable (PV)

Explanation
Faceplate PV Display

PV High Range

PV (Process Variable
EU (Engineering
Units)

PV Low Range

The PV can be read as a number or viewed as a bar showing the value relative to the full range. In
the example, the full range is 0 to 600 cubic meters per hour.

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Process Operations
Monitor the Process Variable (PV)

Alarm limits and alarm status


Alarm indicators are visible on the faceplate and the alarm limits and their priorities are shown as
bars between the PV bar and the OP bar. The alarm indicators are displayed above the digital SP
readout.
Detail Faceplate with Alarm

*PV high alarm limit

*PV low alarm limit

PV High alarm indicator

The color of the Alarm Limit bar identifies the priority (Red=urgent, yellow=high, and cyan=low)*.
*Alarms are covered in depth in the later lesson: Process Alarms.

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Process Operations
Monitor the Process Variable (PV)

The PV & OP Page of the Detail display contains information about the range limits.
LEARN BY DOING
9 Step Action
Call up the Detail display for X_FC01 and click the PV & OP tab.
Under the caption Process Variable, you will find the PV High Range (Eng.
Units): PIDA 600.
This is the same value that you see on the faceplate.
In this same column there are limits for both PV High and PV Low.
Values that are outside these high and low limits will not be shown as a
number. Instead the value field will show NAN or a B to the right of the PV
readout.

The Alarms Page of the Detail display contains information about the Alarms configured for the PV
and OP. Alarms are identified by Type and Trip Point.

Trip Point values


Basic PV alarms and Priority
assignments

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Process Operations
Monitor the Process Variable (PV)

LEARN BY DOING
9 Step Action

1 From the Detail display for X_FC01, click the Alarm tab.
The Type of PV related alarms assigned to this point are PV High-High, PV
High, PV Low and PV Low-Low.
When the PV High trip point value is exceeded, the PVHI alarm will be
enunciated and displayed in the faceplate and Alarm Summary display.
In this example the PV High-High has a Trip Point of 550 but a Priority of
NONE therefore the alarm is neutralized.
The PV High has a Trip Point of 500 and a Priority of HIGH. When the PV
exceeds 500 the PVHI alarm will be enunciated and displayed:

2 Change the SP of X_FC01 and enter a value of 345.


When the PV falls below the PV Low Alarm Trip Point value of 350 the alarm
will be shown on the faceplate.

Alarm indicators will be covered in a later lesson in more depth.

3 Locate the Priority assigned to the PV Low Alarm Trip Point, notice it has
been assigned LOW.
On the Detail Display Faceplate all alarms are shown in red except Ghost
alarms, they are white.

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Process Operations
Monitor the Process Variable (PV)

Practice

9 Step Action

1 Call up the Detail Display for x_TI25.

2 What is the current PV?

3 What is the Engineering Units (measurement in)?

4 What is the span of this temperature indicator? To .

5 Call up the Detail Display for x_PC15. What is its current PV?

6 What is its Low Range?

7 Does this point have PV alarm limits assigned? YES NO

8 Call up the Alarms Page for x_PC15 and record the PV alarm limits.

Type Trip Point

9 Call up the Detail Display for X_PC16 and select the Alarms tab.

10 Change the SP to a value less than the PV Low Trip Point.

11 The DEVHI alarm will be displayed as long as PV is > (SP + 75).


When the PVLO alarm is shown on the Face plate record the PV
______________
The PV should be less than 900 kPag but greater than 800 kPag.

12 What alarm symbol and letters were shown?

PVHI PVHIHI DEVLO PVLO PVLOLO

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Process Operations
Change the Set Point (SP)

Change the Set Point (SP)


Introduction
In previous lessons you have made SP changes using keys and toolbar buttons. In this lesson you
will use these same tools while displaying the point in the Point Detail display.
Main Idea
Use the same methods to change SP (set point) from the Detail display as you used in the Group
display.
• Type in the SP in the alphanumeric field
• Select the SP and use <F9> and <F10> keys to increase or decrease the SP in 1%
increments
• Select the SP and use <ALT>+ <F9> or <F10> keys to increase or decrease the SP
in 10% increments (configured rate may vary from system to system)
• Select the SP and use the Raise and Lower toolbar buttons
Explanation
The Detail display has a Setpoint tab that contains the Set Point Input Range limits and the SP
Processing/Tracking configuration for the point.
You cannot make changes to this page at the OPER level. However, this page displays the largest
and smallest SP values for the point and indicates if the point has the PV Tracking enabled.
LEARN BY DOING
9 Step Action

1 Call up the Detail display for x_LC16 and select the Set point Tab.

2 Locate the Set Point Input Range section of the page.


Note that you are permitted to enter SP values from 100 to 0%. In this
example there are no restrictions on the SP.

3 Locate the SP Processing/Tracking section.


The Enable PV Tacking box is not checked, this point does not have PV
Tracking. You can enter a SP value while the point is in MANUAL mode.

4 Place the point in MANUAL Mode and enter 65% for a SP Value.
Observe: nothing happens as long as the point remains in MANUAL mode.

5 Change the MD (mode) to AUTOMATIC.


The SP is not equal to the PV and the OP changes in an effort to bring the
PV equal to the SP.

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Process Operations
Change the Set Point (SP)

Practice

9 Step Action

1 Call up the Detail Display for x_FC01 and record the largest set point that you
can enter? ____________

2 Change the SP to 400 m3/hr.

3 Does this point have PV Tracking?


YES
NO

4 Use the Function keys to change the SP to 450 m3/hr.

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Process Operations
Change the Output (OP)

Change the Output (OP)


Introduction
To change the OP (output) in the Detail display, use the same procedures that you used for the
Group display.
Main Idea
Procedures for changing the OP:
• Mode must be MANUAL
• Select the OP Alphanumeric entry box and type in a new value
• Select the OP Alphanumeric entry box and use the <F9> and <F10> keys to increase
and decrease the OP by 1%.
• Select the OP Alphanumeric entry box and use the raise and lower toolbar buttons to
change the value in 1% increments.

Explanation

LEARN BY DOING
9 Step Action

1 Call up the Detail display of x_FC01. What mode is it in? ___________

2 Change the Mode to MAN and change the OP to 40% using the Raise and/or
Lower buttons.
Notice that each time you click the button the value changes by 1%.

3 Change the OP to 55% using the <F9> key.


How much did the OP changes each time you pressed the key? __________
The Raise <F9> and Lower <F10> keys change the OP 1% each time they
are pressed. If you press and hold, they will rapidly ramp the value.

4 Select the OP and hold the <F10> until the OP reaches 45%.
Warning, it would be very easy to overshoot the desired value.

5 Type in an OP value of 80%.


If you forgot to press ENTER, the new OP value is lost when you click the
next object or change displays.

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Process Operations
Change the Output (OP)

Practice

9 Step Action

1 Call up the Detail display for x_ FC28.


What is its normal mode?
_________________

2 What is the current OP? _________________

3 Change the OP to 40% with the <F#> keys.


F9 or F10

4 Press and hold the <F9> key and increase the OP to 60%.

5 Type in a new OP or 50%.

6 Change the OP to 5%.


Notice that you now have a PVLO and an OPLO alarm.

7 Call up the Alarms tab and locate the OP low alarm limit.
What is the OP Low Trip Point? _________________

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Process Operations
Use Detail Tabs

Use Detail Tabs


Introduction
In previous lessons you have been using the Detail display to make control changes and view alarm
limits. It is now time to learn more about the Detail Pages/Tabs and what information is available.
Main Idea
Each point type has a Detail display that consists of a Faceplate and a Main Page, Chart Page, and
several others. These pages contain all the configuration information about the point. Most of the
settings require an access level greater than OPER for changes. However, as the operator you will
find some of this configuration information very useful when you are investigating alarms, range
limit messages, interlocks, Redtags and other conditions that limit or control what you can do to
control the point.

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Process Operations
Use Detail Tabs

Explanation
1 2 3 4 5 6 7

PID Detail Tab Pages Content


Item Tab Content

1 Main Execution & Control, Control Windup, Safety Interlocks & Red tag,
Alarm Enabling & Summary, Mode, and QVCS information.

2 Loop Tune Tuning-General, Gain Options and trend display.

3 Set Point SP Processing/Tracking. Timeout, Set Point Ramping, Set Point Input
Range.

4 PV & OP Process Variable, Clamping/Filtering, Output, Output Bias, Control


Options

5 Alarms Alarm Configuration, Data Acquisition Block Options, PID Block Options

6 Connections SMC Connection, Display Information

7 Chart Control blocks in chart format showing input and output connections

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Process Operations
Use Detail Tabs

Data Acquisition Detail Tab Pages Content


Tab Content
Main Execution & Control, Process Variable (DACA Block), Alarm Information,
Clamping/Filtering, and QVCS information.

Alarms Alarm Configuration Summary, Data Acquisition Block Options

Chart Control blocks in chart format showing inputs

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Process Operations
Use Detail Tabs

Device Point Detail Tab Pages Content


Tab Content

Main Execution & Control, Permissives & Overides (P&O) Interlocks, Alarm
Information, and QVCS information.

Input States States, Input Options & Values, Input State I/O Assignments

Output States Output State I/O Assignments, Output Options & Values

Alarms PV Alarms, Override Alarms

Maintenance Maintenance Statistics

Connections SCM Connections, Display Information

Chart Function block diagram of the point showing input and output connections

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Process Operations
Use Detail Tabs

Locating and Identifying Key Information in the Detail Display Tab


PID Points Detail Display — Main Tab

2
1
1

Item Description

1 Execution State is either ACTIVE or INACTIVE.


If a point is INACTIVE the PV bar will not be shown and the digital portion of the
faceplate resembles the following:

The point is loaded but not being processed. OP holds at value when point was
inactivated.

2 Alarm Enable State is either Enabled or Disabled.


The Alarm Summary lamps show red when that alarm type exists even when the Alarm
Enable State is Disabled.

3 Control Windup for both input and output is shown here.

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Process Operations
Use Detail Tabs

Item Description

4 Mode tells you the Normal mode and Normal Mode Attribute that has been configured
for this point.
When you select the MD listbox and select the NORMAL option, both the MD and MD
Attr will be changed to match the Normal Mode and Normal Mode Attribute setting on
the MAIN Page Tab.

5 The lamp will show red when a Safety Interlock has been activated.
Options:
NOSHED - No changes.
SHEDHOLD - Sets MODE to MANual and MODEATTR to Operator, disables external
mode switching (ESWPERM), and holds output at the last good value.
SHEDLOW - Sets MODE to MANual and MODEATTR to Operator, disables external
mode switching (ESWPERM), and sets output to its extended low limit (OPEXLOLM)
value.
SHEDHIGH - Sets MODE to MANual and MODEATTR to Operator, disables external
mode switching (ESWPERM), and sets output to its extended high limit (OPEXHILM)
value.
SHEDSAFE - Sets MODE to MANual and MODEATTR to Operator, disables external
mode switching (ESWPERM), and sets output to the configured safe output (SAFEOP)
value.

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Process Operations
Use Detail Tabs

Detail Display — Loop Tune Tab

3
2

Item Description

1 A one minute trend of PV (cyan), SP (green) and OP (yellow-green).

2 Tuning information: Control Action, REVERSE means output decreases as input


increases.

3 Gain Options are shown here. Overall Gain is the value used to calculate the
proportional term in the PID equation. The default value is 1.

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Process Operations
Use Detail Tabs

PID Detail Display — Setpoint Tab

1 4

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Process Operations
Use Detail Tabs

Item Description

1 Enable Advisory SP Processing (ADVDEVOPT) - Specifies whether or not the


block is to generate a deviation alarm when the PV deviates from a user specified
advisory SP value. When unchecked it is Disabled.
Enable PV Tracking (PVTRAKOPT) - Specifies if PV tracking is to be applied to
this block or not. When PV tracking is enabled, this option sets the SP equal to PV
when the operation of a cascade loop is interrupted by initialization, operator, or
program operation (such as, setting the MODE to MANual). This option is normally
enabled for PIDs in a cascade loop. When unchecked it is Disabled.

2 Timeout Mode (TMOUTMODE) - Specifies the desired MODE the block is to


assume, if an initializable input times out, which means the input has not been
updated within a designated timeout time. The selections are AUTOmatic,
BCAScade, CAScade, MANual, NONE, and NORMAL.

3 Enable SP Ramping (SPTVOPT) - Specifies if an operator can initiate a set point


ramp action or not. It provides a smooth transition from the current set point value
to a new one. When unchecked it is Disabled.
Normal Ramp Rate (SPTVNORMRATE) - Lets you specify a ramp rate in
engineering units per minute for the SP ramping function, when it is enabled. This
lets an operator start the SP ramping function without specifying a ramp time. See
Knowledge Builder PID Block for more information.

4 High Limit (SPHILM) - Specifies a high limit value for the SP. If the SP value
exceeds this limit, the block clamps the SP to the limit value and sets the SP high
flag (SPHIFL). The default value is 100.
Low Limit SPLOLM) - Specifies a low limit value for the SP. If the SP value falls
below this limit, the block clamps the SP to the limit value and sets the SP low flag
(SPLOFL). The default value is 0.

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Process Operations
Use Detail Tabs

PID Detail Display — PV & OP Tab

1
2

Item Description

1 PV Range limits
PV Range High (Eng. Units)(PVEUHI) - Specifies the high input range value in
engineering units that represents 100% full-scale PV input for the block.
PV Range Low (Eng. Units) (PVEULO) - Specifies the low input range value in
engineering units that represents the 0 full scale PV input for the block.

2 OP Range limits
Extended High Limit (%) (OPEXHILM) - Specifies the output extended high limit as a
percent of the Calculated Variable range. This check is not applied for a function block
that is in the MANual mode. The default value is 106.9%.
Extended Low Limit (%) (OPEXLOLM) - Specifies the output extended low limit as a
percent of the Calculated Variable range. This check is not applied for a function block
that is in the MANual mode. The default value is -6.9%.
High Limit (%) (OPHILM) - Specifies the output high limit as a percent of the
Calculated Variable range (CVEUHI - CVEULO). This check is not applied for a
function block that is in the MANual mode. The default value is 105%.
Low Limit (%) (OPLOLM) - Specifies the output low limit as a percent of the
Calculated Variable range (CVEUHI - CVEULO). This check is not applied for a
function block that is in the MANual mode. The default value is -5%.

3 If Input Clamping Option is Enabled (P1CLAMPOPT = Clamp), and the Process


Variable (PV) is beyond its limits (PVEXLOLM or PVEXHILM), then PV is set equal to
the limit that was violated, and PVSTS is set to Uncertain.

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Process Operations
Use Detail Tabs

PID Detail Display — Alarms Tab

1 2 3

Item Description

1 Lists all alarm types available for this point under Type.

2 If Trip Point for an alarm type is a number (Not NAN) and Priority is not NONE then
the alarm is set for the point.
Advisory Deviation (SP) and Safety Interlock alarms can be enabled or disabled from
this page.
When an alarm occurs the lamp changes to red.

3 Priority –
Priority level is individually assigned for each alarm type.
The levels are:
NONE - Alarm is neither reported nor annunciated.
JOURNAL - Alarm is logged but it does not appear on the Alarm Summary display.
LOW, HIGH, URGENT - Alarm is annunciated and appears on the Alarm Summary
display. The default value is LOW.

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Process Operations
Use Detail Tabs

PID Detail Display — Connections Tab

Item Description

1 SCM connections
Show relationship to a Sequential Control Module (a program that uses steps and
transitions to control process point)

2 Display Information
Shows the point’s assignment to system displays for Detail, Group and specifies the
display that will be called up when the associated display button or the <F2> key is
pressed when this point has been selected.

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Process Operations
Use Detail Tabs

PID Detail Display — Chart Tab

This is a block diagram showing all of the function blocks used to configure this point. The DACA
is the input, the PIDA is the controller block and finally the AOCA is the output. You can make
control changes from this block such as mode, SP and OP changes at the OPER level.

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Process Operations
Use Detail Tabs

Practice

9 Step Action

1 Call up the Main Page of the Detail Display for x_LC16.

2 What is the Normal Mode of this point?

3 From the Loop Tune Page determine the Control Action.


REVERSE
DIRECT

4 What is the time span of the Trend? ______________

5 Which Page contains the Set Point Input Range Limits? ______________

6 What is the SP High Limit?______________

7 Does this point have Set Point Ramping enabled?


YES
NO

8 What is the Extended Output High Limit? ______________


What tab was this information in.______________

9 Use the Alarms Tab find and record the Trip point for the PV Low alarm.
______________
What priority is assigned to this alarm? ______________

10 From the Connection Page record the name of the associated display.
______________

11 Call up the Chart tab and scroll down to view the PIDA block.
Select the mode AUTO and double click to call up the Request Value Change
entry box. Click on the Mode list box and select MAN. Click the Yes button
the change the Mode and click the CANCEL button to close the entry box.
You just used the chart to change the point’s mode. Verify that the mode on
the Faceplate shows MAN.

12 Return to the Main tab. Are the Alarms enabled for this point?
______________

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Process Operations
Start the SP Ramp Option for a Controller

Start the SP Ramp Option for a Controller


Introduction
In this lesson you will learn to operate a PID controller that has the Set Point ramping enabled. This
feature allows you to change a SP in small increments over a period of time. The PID point makes
the changes and you specify to final set point and the time or rate of change.
Main Idea
Set Point (SP) ramping option.
This allows the set point target value processing to provide a smooth transition from the current set
point value to a new value. It ramps the set point (SP) from the existing value to a desired value
over a period of time.

Terms

Requested Ramp Rate


Specify a value in engineering units per minute to define the normal ramp rate when set point
ramping is enabled.
This parameter allows starting set point (SP) ramping without having to specify a ramp time.
Normal Ramp Rate may be either NaN (Not a Number) or greater than zero.
NaN means ramp time = 0.

Maximum SP_DV Deviation


Specify a value in engineering units per minute that represents the maximum ramp deviation when
set point ramping is enabled.
If the maximum ramp deviation is ever exceeded, SP ramping stops until the PV input catches up
with the set point (SP) within the specified deviation range. Maximum Ramp Deviation may be
either NaN (Not a Number) or greater than zero.
NaN means "do not check ramp deviation."

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Process Operations
Start the SP Ramp Option for a Controller

Explanation

Step Procedure for Starting the SP ramp on a controller

1 Select point.

2 Go to Detail Display.

3 Change mode to AUTO.

4 Select Setpoint page.

5 Enter SP target value (SPTV).

6 Request Ramp Rate (set time), enter the number of eng Units per minute.
If you want to change the SP 10 º C per minute the Rate = 10.

7 Select the preset option

8 Set or note deviation span

9 Start the ramp function; change Set Point Ramping State to RUN.

Demo
Starting the SP Ramping on a PID controller:
LEARN BY DOING
9 Step Action

1 Call up x_FC31, and change the MD to AUTO.

2 Change the MD Attr to OPERATOR.

3 Select the Setpoint tab.

4 Select the SP Target Value and type in 225 and <ENTER>.


The SP Ramping State changed to Preset as soon as you entered the SPTV.

5 Select the Requested Ramping Rate and enter 10 EUs per minutes.

6 Change the Set Point Ramping State to RUN.

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Process Operations
Start the SP Ramp Option for a Controller

Stop the SP Ramping on a PID controller:


LEARN BY DOING
9 Step Action
Select the SP of the ramping controller and enter a new SP.
Set Point Ramp is turned off.

Pause of interrupt the SP Ramping on a PID controller:


LEARN BY DOING
9 Step Action

1 Change the Set Point Ramping State to PRESET.


This pauses the ramping action, leaving the Ramp Time Remaining (min)
with the remaining time to reach SP in the entry box.

2 To restart the Ramp, change the Set Point Ramping State to RUN.

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Process Operations
Start the SP Ramp Option for a Controller

Practice
Starting the SP Ramping:
9 Step Action

1 Call up x_FC32.

2 Change the MD Attr to OPERATOR.

3 Change the MD to AUTO.

4 Enter SP Target Value 300.

5 Select the Ramping Rate and enter 12 EUs per minute.

6 Change the Set Point Ramping State to RUN.

Pausing the Ramping Function.


9 Step Action

1 Change the Set Point Ramping State to PRESET before it reaches the target
value of 300.
Ramping State is PRESET, and the Remaining Time is > 0.

2 Restart the Ramping.


Change the Set Point Ramping State to RUN.

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Process Operations
Operate Cascade Loops

Operate Cascade Loops


Introduction
In this lesson you will
• Discover why cascade loops are used
• Identify control functions that enhance operation of cascade loops
− Process Variable tracking
− Initialization
Main Idea
Cascade control strategy is a multiple-loop system where the primary variable is controlled by
adjusting the setpoint of a related secondary variable controller. The secondary variable then affects
the primary variable through the process.
The primary objective in cascade control is to divide an otherwise difficult to control process into
two parts, whereby a secondary control loop is formed around a major disturbance thus leaving only
minor disturbances to be controlled by the primary controller.
Cascade control uses the output of the primary (master) controller to operate the setpoint of the
secondary (slave) controller as if it were the final control element.
This is an Example a Cascade Loop

Point Reason for using Cascade control


X_FC20 Allows this faster secondary controller to handle disturbances in the secondary
loop.
Allows the secondary controller to deal with non-linear valve x_FV20 and other
final control element problems.
Provides limits on the secondary variable.

Operator Operator can directly control secondary loop during certain modes of operation,
such as Startup.

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Process Operations
Operate Cascade Loops

Point Reason for using Cascade control

X_LC16 Provides better control of the Level (primary variable)


The primary is less affected by disturbances.
Provides quicker recovery from disturbances.

PV Tracking
The PV Tracking option sets SP equal to PV when a cascade is broken due either to function block
initialization or operator or program action (such as, setting the mode to Manual).
Typically, PV tracking is configured for PID blocks in a cascade configuration strategy. This allows
the PIDs to resume control with no error after initialization or when they are taken out of Manual
mode.
If PV tracking is configured, the PID block sets SP equal to PV (subject to SP limits) when either of
the following conditions exist:
• PID block is in Manual mode
• PID block is initializing and not in Auto mode.

ATTENTION

• PV tracking does not occur on recovery from a bad PV.


• PV tracking does not occur if PID block is in Auto mode.
− If PID block is in Auto mode, it means SP is normally
stored by the user.
− If PV tracking is initiated, this Operator entered SP
value is lost and SP is determined by PV until the
mode is returned to AUTO.

In Automatic mode the Operator controls the setpoint of the controller.

Describe the term initialization


Initialization Propagation allows cascade controls to be re-established after they have been
interrupted without causing "bumps" in the process.

Initialization requires each Regulatory Control block in a cascade to check its secondary, to see if
the cascade has been broken. If it has, each block will initialize itself, and provide an initialization
request and initialization value to its primary. In this way, the initialization will start at the final
control element and propagate upstream.

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Process Operations
Operate Cascade Loops

Practice

9 Step Action

1 Call up your 3rd Group display.

2 The two controllers on the left (x_AC12 and x_FC19) are cascaded together.

3 Change the mode of x_FC19 to MAN and observe that the primary point
x_AC12 shows the INIT state. Change the Mode of x_AC12 to MAN.

4 Ask your instructor to verify that this point, x_AC12, has PV tracking enabled
before you continue with the lab.

5 Notice that the SP and PV are the same.


Record that value now. _____________

6 Change the OP of x_FC19 10% and notice that the SP of the primary
x_AC12 is changing as the points PV changes.

7 Adjust the SP of the Secondary to match its PV before returning the loop to
Cascade mode.

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Process Operations
Operate Group and Detail Display Performance Review

Operate Group and Detail Display Performance Review


Main Idea
Performance Review Tasks
9 Task Action

1 Call up a Group display.

2 Select a point.

3 Change MD (mode).

4 Change SP (setpoint).

5 Call up Detail display from Group display.

6 Determine alarm status.

7 Locate Operating limits.

8 Identify normal mode.

9 Identify the alarm enable status.

10 Use the detail display tabs to view Setpoint data.

11 Use the detail display tabs to view PV & OP data.

12 Locate the PV High Range of the point (block).

13 Locate OP limits.

14 Use the detail display tabs to view Alarms for the point (block).

15 Identify the alarm Trip Points assigned to this point.

16 Identify the alarm Priorities assigned to the alarm Trip Points.

17 Select the Main page of the Detail display and determine the Normal mode
for this point.

18 Use the detail display tabs to view Chart.

19 Make SP and mode changes from the Chart.

20 Locate the Mode Attribute on the Faceplate.

21 Explain the difference between Operator and Program, Normal.

22 Use Page keys to move from one group to another.

23 Call up the list of Groups (Group Summary) from the Group display.(use the
tool at the top of the display).

24 Operate a Cascade loop, make a change to the secondary point and close
the cascade without "bumping" the process. Use your 3rd group.

25 Place a controller in manual mode and change the OP, return the point to its
normal mode with out "bumping the process. (PVTracking)

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Process Operations
Operate Group and Detail Display Performance Review

9 Task Action

26 View Group Trend.

27 Change Group Trend interval from default to 1 hour.

28 Change Sample from 100 to 200.

29 Delete the cyan trace from the trend display.

30 Display the Group Trend in engineering units instead of percent of range.

31 Return the display to % of range.

32 Change the span of the trend display to show 25 to 75% of the range.

33 Change the History offset to display data from three hours earlier today.

34 Change the History offset to display data from yesterday.

35 Clear the trend date and time to the current date and time.

36 Display an hourly average Numeric History your 7th group display.

37 Go to the detail display of x_TC10.

38 Return to the Detail display from the Group Trend using a Function key.

39 Call up the associated display for the point.

40 Call up your 4th group and select the analog indicator point x_TI26.

41 Can any changes be made to this point from the Group display?
Why or why not?

42 From your 4th group Start and Stop the Pumps.

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Process Operations
Operate custom displays

Operate custom displays


Introduction
In previous lessons you have been using the Standard displays to make control changes via the
Group and Detail faceplates. In this lesson you will practice making changes and monitor the
process with custom graphic displays and the faceplate that is part of the Experion®PKS HMI Web
graphic package.
Main Idea
Custom graphics are becoming the primary operator interface to the process because the custom
graphic can provide a more complete picture of the process and the status of the equipment. A
custom graphic can contain many process points, their important parameters, and targets to call up
faceplates, list boxes, dialog boxes and other displays.
Explanation
Lets look at some examples of Custom graphics that were built using the HMI Web tools and
objects that come with the system.

Tools to call up custom displays

Command line
Request Page icon

LEARN BY DOING
9 Step Action

1 Select the Command line at the top of the screen and enter the display name
T_100x.
The display replaces the current screen display.

2 To view the point names, select the Name button on the navigation bar at the
bottom of the display.

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Process Operations
Operate custom displays

LEARN BY DOING
9 Step Action
The point names are now visible on the display.
Use the Hide button to hide either the point names or the Engineering Units

(EngU).

3 With the point names visible, left button click the X_FC01 object on the display to
call up the faceplate.
The faceplate for X_FC01 is called up.
The point name appears in the title bar.

The pushpin can be selected to pin the


faceplate to you screen and keep it there
when you call up any other display or system
page.
When the Faceplate is pinned the pushpin

changes appears.
The bar graphs that represent PV and OP
look the same as those on the Detail
faceplate.
The alarm limits on the faceplate object
indicate the limits of the alarm, but not the
priority assigned to the alarms.

4 Select the pushpin and call up the detail display for this point by clicking the

faceplate to establish focus, and then click (Detail/Search).


Lets compare the two faceplates for this point.
Notice that the alarm limits in the Detail display faceplate show the priority
assigned to the alarm limit. PVHI is shown as yellow or High priority and the
PVLOW alarms are shown in cyan to indicate low priority.

5 Use Back tool’s drop-down menu to recall the T_100x display.

6 Release the pushpin and close the faceplate.

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Process Operations
Operate custom displays

LEARN BY DOING
9 Step Action

7 Select the D-100 button to jump to a new display.


Notice the names are displayed on D_100x. When you selected the Name target
on the navigation bar the station remembered that you want to see names or
points on the displays.

8 Left click the Fan Controls button to display a list box with controls for the fans.

The drop list box is now visible.

9 Select X_PC15 to display its faceplate.


You should have two faceplates on the screen.

10 Click on the pump X_HS63 to call up the device control point’s faceplate.
You now have three faceplates on the screen.

11 Click X_FC28 to call up it’s faceplate.


You now have the maximum number or faceplates on the screen (4). If you select
another control object the first faceplate (oldest) will close when the new one is
opened.

12 Click x_FC20.
When you selected the point the faceplate for the Fans closed and the faceplate
for x_FC20 opened.

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Process Operations
Operate custom displays

Practice
Using navigational targets in custom displays.
9 Step Action

1 Call up the display T_100x using either the Command Line or the Page
Request icon.

2 Display the engineering units of the points in the display.

3 Hide the engineering units.

4 Display the point names and left button click the control box for X_FC17 to
display its faceplate.

5 Pin the faceplate to the station screen.

6 Drag the faceplate to a new location and resize the faceplate by moving your
cursor to the bottom of the faceplate object and then click and hold the left
mouse button down while moving down to make it larger.
The object’s size increase or decreases in a 1 to 1 ratio.

7 Select another control object X_TI24.


The new faceplate does not take on the same size as the one you altered.

8 Close both faceplates.

9 Call up the faceplate for X_FC01.


Notice that it is displayed in the altered size from Step 6. There are four
faceplates. Each faceplate can be resized and will remember the altered size
the next time it is called up.

10 Pin the faceplate to the station screen.

11 Use the navigation bar to call up TF_100x.


Is the faceplate of X_FC01 still visible?

12 Select the OVERVIEW button to call up the Overview display.


This display does not have any process points, however, the text on the
vessels will turn red and blink if any point related to it is in alarm.

13 There are four invisible targets on this display.


See if you can find the target on the T100 vessel.

14 Use the Back icon on the toolbar to call up the T_100x display.

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Process Operations
Navigate through Custom Displays

Navigate through Custom Displays


Introduction
In the previous objective you were exposed to some of the targets used to call up displays,
faceplates, and display or hide point names and engineering units. It is now time to learn about
more of the navigation that is available in custom displays.
Main Idea
Button targets
Generally your displays will follow some convention for identifying selectable objects that call up
other displays. In the training displays the buttons used to call up other displays have a 3-D (three
dimensional) aspect. On your system the convention for identifying targets may be
different.
Displays may be linked with the Page Up and Page Down buttons, or they may be available from
the tool bar.

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Process Operations
Navigate through Custom Displays

Explanation
Many objects have both
• Left button click action
• Right button click action
LEARN BY DOING
9 Step Action

1 Call up the E_100x display.

2 There are two controller objects and two indicator points.


Right click the X_TC10 object to display a selection list box.

3 Record the options:


___________________
___________________
___________________
___________________
___________________

4 Select the Group option. The first group this point was assigned to is called
up.

5 Use the Prior Display key to return to the E_100x display.

6 Select x_FC15 and display the list box of options again and call up the Detail
display.

7
Select the Associated Display icon on the toolbar to call up the
display that has been assigned to this point.
Your probably received a message like this one.

8 Select the point name on the faceplate to establish focus then select the
Associated Display icon, or press the <F2> key.

9 When the E_100x display is called up, select the T_100X button target at the
left side of the display. This is a navigation target used to jump to another
graphic.

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Process Operations
Navigate through Custom Displays

Practice
Let’s practice using the navigational targets that are on the custom displays to call up other displays,
list box or combo boxes that provide options, and targets that alter the display’s appearance.
9 Step Action

1 Use the Command zone to call up the D_100x display.

2 Click the .▼ (ARROW) on the right of the command line entry box
Now the list of displays that you recently requested from the Command zone
is shown.

3 Select the T_100x from the list and press the <Enter> key.

4 Use the Hide Lines button in the navigation bar to hide the connecting lines.

5 Click the Hide Lines button a second time to restore the connecting lines.
This is an example of a target that alters the displays appearance.

6 Click the Name button to display the point names and the Hide button to
remove the point names.
You can switch between names and engineering units by selecting the
appropriate target in the navigation bar.

7 Use a screen target to call up the Overview display.

8 Do any of the vessels have blinking text?


Blink or red text in this display indicates that there are alarms in the related
area. Select the E_100x target to call up the display.

9 Select the X_TC10 control object and pin the faceplate to the station screen.

10 What are the range limits for this point?


___________ to ____________
Remember the faceplate has most of the same information that the Detail
and Group faceplates.

11 Call up the faceplate for x_TI21 and record the point description.
_____________________________________________________.
It is in the box just below the pushpin.

12 What value is shown for this point? Circle your answer.


SP
PV
OP
MD

13 Right click the control object for this point (x_TI21) and call up the Trend
display for this point.

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Process Operations
Navigate through Custom Displays

9 Step Action

14 Use either of the Prior Display tools to return to E_100x.


Which tool did you use.

<F8> or

15 Close the faceplate that is still pinned to your stations screen.

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Process Operations
Operate Points using Faceplate

Operate Points using Faceplate


Introduction
In previous lessons you have called up Group and detailed displays and made control changes to
process points. You have called up custom displays and the faceplates and have identified the parts
of the faceplate. In this lesson you will make changes using the faceplate object that maybe used in
custom displays to control the process.
You will use the faceplate to
• Change mode
• Change SP
• Change OP
• Change State
Main Idea
Changing the parameters using the faceplate is not much different than using the Detail or Group
Display faceplate.

Faceplate

SP OP
Select to enter Select to enter
new value new value

MD, select to view


list box options.

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Process Operations
Operate Points using Faceplate

Explanation
Let’s use the faceplate to
• Change mode
• Change SP
• Change OP
• Change State

LEARN BY DOING
9 Step Action

1 Call up the Display D_100X and left button click the X_PC16 control object.

2 Pin the faceplate to your station’s screen.

3 Select the MD list arrow. ▼ and change the mode to MAN.


This is the same method you used from the other faceplates.

4 Record the range of this point:


High _______________
Low ________________
Its engineering units are kPag.

5 Change the OP to 50%.


Select the output entry box and use the raise or lower keys (<F9> & <F10>).

6 Change the SP to 1225.


Select the SP entry box and type in the value and press ENTER to confirm.
The faceplate shows alarm indicators above the setpoint. You may see this
data above the set point.

You will remember that the Detail faceplate show


similar information. On the faceplate the priority is shown by icon shape and
color (based on priority) . On the detail the icon is shown only in red.

7
You can acknowledge the alarm by clicking (Ack/Sil button) on the
faceplate.

8 Change the MD to its NORMAL mode.

9 What is the NORMAL mode of this point?


AUTO
MAN
CAS
BCAS
The point should now be in AUTO mode.

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Process Operations
Operate Points using Faceplate

LEARN BY DOING
9 Step Action

10 Select Pump X_HS68 to display the faceplate.

Current output = OP
Current state = PV

Select the OP box to display


the list box options.

11 Select the OP box and select the STOP option.


Notice that the Pump changed from green to gray.

12 Restart the Pump.

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Topic: Process Alarms


Contents
Monitor and act on process upsets........................................................................................................2
Identify principal parts of the alarm display ...........................................................................................8
Recognize that an alarm condition exists ............................................................................................14
Acknowledge an alarm ........................................................................................................................22
Build a custom filter .............................................................................................................................26
Using the Alarm Summary tools ..........................................................................................................33
Using priorities to identify alarm conditions for corrective action.........................................................48
Enable or disable alarms .....................................................................................................................50
Process Alarm Performance Review...................................................................................................52

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Process Alarms
Monitor and act on process upsets

Monitor and act on process upsets


Introduction
In previous lessons you have been operating the process and have called up the Detail pages for the
process points. You have identified the:
• Alarm limits and setting on the alarm tab of the Detail display.
• Alarm limit bars on the Faceplates.
• Alarm tools on the Menu bar and on the Toolbar.
You are now ready to use the Alarm Summary display and become familiar with its tools. The
various type and causes of alarms and the different ways that alarm states can be shown.
Main Idea
Alarm indication of Process Upsets
The Station application provides an Alarm Summary display that lets you view all the current and
unacknowledged alarms in the system, or just those alarms with a configured priority level of high
and/or urgent, or just those alarms assigned to a given area.
The Alarm Summary display is the focal point for viewing alarms. Individual alarms can appear on
any display including
• Detail
• Group
• Trend
• User-built schematics (faceplate).
Alarms that are configured for a priority of journal are not displayed but can be included in a report
or logged in a printed journal.
Explanation
Status Line
The Station's Status Line provides an overview of your system's status. For example, a flashing red
field indicates that there is at least one unacknowledged alarm.

Reading assignment:
Understanding the Status Line
Help>Operators Guide>Understanding the Basics>Understanding Station’s
Layout>Understanding the Status Line

Alarm Line
The Station's Alarm Line generally displays the most recently unacknowledged alarm.

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Process Alarms
Monitor and act on process upsets

Alarms Summary
Alarms are listed in the Alarm Summary, which provides a one-line description of each alarm.

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Process Alarms
Monitor and act on process upsets

Detail Display
A Point Detail display shows the current value of each parameter for a particular point including
active and ghost alarms.

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Process Alarms
Monitor and act on process upsets

Group displays
A Group Detail display shows the main parameters for a set of up to eight-related points. The
information is presented as if you were looking at a physical control panel. For example, in the case
of analog points, gauges, are used to show the PVs and their alarm status.

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Process Alarms
Monitor and act on process upsets

Group Trend Set display


A Group Trend Set display shows changes in point parameter values over time and has faceplate
controls and alarm monitoring fields for each point.

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Process Alarms
Monitor and act on process upsets

User-built Schematics (Faceplate and Objects)


Custom schematics built by or for the user can show alarms from embedded objects and the
faceplate.

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Process Alarms
Identify principal parts of the alarm display

Identify principal parts of the alarm display


Introduction
Alarm indications are displayed in this general format on the Summary display:
<Date/Time><Area><Point ID><Alarm Type><Priority><Point Description> <Value><Units>

Main Idea
Example of Alarms Display

The value that


The alarm State The point or device The priority of triggered the alarm
that caused the alarm the alarm and the units of
measurement..

The area to which The alarm A description


the point or device condition/PV of the alarm
belongs point type
The time and being
date at which indicated
the alarm was
received.

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Process Alarms
Identify principal parts of the alarm display

General Information on the Alarm Summary

Scroll bars to view


alarms not on the
screen.

You can pause the


Alarm Summary to
Total number of Total number of make it easier to read
unacknowledged acknowledged if alarms are occurring
alarms alarms in rapid succession.

Explanation
Alarms are listed on the Alarm Summary, which provides a one-line description of each alarm.

Call up the Alarm Summary


Method Action To call up the Alarm Summary:

1
Click the (Alarm Summary) toolbar button .

2 Press the <F3> key.

3 Select View > Alarms from the menu.

4 Select the ALARM button in the Status Line

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Process Alarms
Identify principal parts of the alarm display

Field Explanation of X_TC10.


Alarm State
— The Symbol representing Low Priority Alarm.

Date & Time 11/05/2003 (Nov. 5th, 2003) at 10:16:49 AM— The time and date at
which the alarm was received.
Area E100— The area to which the point or device belongs.

Source X_TC10— the point or device that caused the alarm.

Condition PVLOW— is the alarm condition, the PV is less than the PVLOW trip
point of 350 m3/hr.
Priority L 00— The priority of the alarm. The prefix letter indicates the general
priority of Low and no relative priority within the general priority
(severity).
Description T-100, Tray 2, REB— A description of the alarm. If the description is too
long to be fully displayed in the alarm summary, it is truncated. To see
the full description place the mouse pointer over the partial description to
display the full description.
Value 100— The value that triggered the alarm.

Unit Deg C— The Engineering Units associated with this PV.

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Process Alarms
Identify principal parts of the alarm display

Frequently asked question about the Alarms display.


How many alarms can the Experion PKS System handle concurrently?
• 1000 active alarms
Is this the size of the alarm page buffer?
• YES
What happens if there is an alarm overflow?
• In general, newer alarms replace older alarms. The Experion PKS Server can request
full alarm regeneration, if needed, and the ultimate data owning alarm blocks hold alarm
information, in case of a system alarm overflow.
If the alarm summary page is full, what happens with the alarms that follow?
• Newer alarms replace older alarms on the alarm summary. An algorithm is applied to
discard the least important alarm from the list according to this schem.
− Discard any duplicate alarm; then,
− Discard lower priority alarm; then,
− Discard oldest alarm.
When are overflow alarms stored?
• All alarms received are placed in the Event journal.
What happens to alarms when the Experion PKS Server is not running?
• When the Server is restarted, all alarms generated by the Hybrid Controller are resent
to the Server database. Alarms will be regenerated in response to any of the
following events.
− Server startup
− Redundant Server failover
− Re-enabling alarms system-wide, by area or by point
− Control Processor startup
− Redundant Controller switchover
− ControlNet communications failure and recovery
− Setting a CEE's state to RUN (Control Execution Environment)
− Setting a CM's state to Active (Control Module)

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Process Alarms
Identify principal parts of the alarm display

When are alarms timestamped?


• Alarms are timestamped when received at the Server database.
Can alarms be disabled during maintenance periods, plant commissioning or other circumstances?
• Alarms can be disabled through several means, depending upon the extent of the
silencing required. You can disable alarms on a point (CM or SCM), area, or system
wide basis through Station.

Navigating the Alarm Summary


There are several ways to scroll the list of alarms on the Alarm Summary. You can:
• Use your mouse and click on the scroll bar
• Use your mouse wheel (if your mouse has one)
• Use the Up and Down arrow keys on your keyboard
• Press the <Page Up> and <Page Down> keys to scroll a page at a time
• Press the <Home> key to go to the first alarm in the summary
• Press the <End> key to go to the last alarm in the summary

TIP

If you want to use your keyboard keys or mouse wheel to scroll the
Alarm Summary, you need to click your mouse in the summary grid to
give it focus.

Pausing the Alarm Summary


You can pause the Alarm Summary to make it easier to read if alarms are occurring in rapid
succession. When the Alarm Summary is paused no new alarms are added to the summary, however
you can still acknowledge alarms and filter and sort the summary. Alarms that are acknowledged or
returned to normal while the summary is paused are shown with a strikethrough.
To pause the Alarm Summary:
• On the Alarm Summary display click Pause.
To release the display from the pause command:
• On the Alarm Summary display click Resume.

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Process Alarms
Identify principal parts of the alarm display

Practice

9 Step Action

1 Call up the Alarm Summary display with the <F3> key.

2 How many alarms are on the display?


Acknowledge Unacknowledged

3 Click the Pause button at the bottom of the display to stop new alarms from
being displayed.

4 Notice that the word (Paused) appears in red next to the button.
Record the number of unacknowledged alarms.

5 Click the Acknowledge Page button to acknowledge the alarms on the


screen.
Notice that the acknowledged alarms that have returned to normal are still on
the display are shown with a strikethrough.

6 Use the Page Down key to view another page of alarms.

7 Click Resume.
Record the number or unacknowledged alarms.
Notice that the display updated immediately and added all the alarms that
occurred while the Pause was in effect.
All of the acknowledged alarms that had a strikethrough and that returned to
normal have been deleted from the display.

8 Select any point on the display.


Use the END key to go the last page and the last point of the display. If the
alarm body is not selected the END doesn’t know where to go.

9 Use HOME to return to the first page quickly.


Notice the first point is selected.

10 Now double-click the point to call up the Detail display.

11 Go to its Alarms tab and list the alarms that have been assigned to this point.

Alarm Type Trip Point

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Process Alarms
Recognize that an alarm condition exists

Recognize that an alarm condition exists


Introduction
Alarms
Alarms indicate unusual conditions in processes (excess pressure in a valve, low temperature of an
oven, and so on) or in the system (such as the failure of a channel) that require operator action.
An alarm remains until the condition that triggered the alarm returns to normal and someone
acknowledges the alarm.
All alarms are recorded in the event log, including when it was generated, when it returned to
normal, and when it was acknowledged.
You can see and acknowledge alarms from these displays:
• Alarm line
• Alarms Summary
• Custom display faceplate
• Detail Display
• Group displays
− Group Trend
− Group Detail

• Station Title (Bell Icon )


Main Idea
When alarm conditions exist, the Station has several methods of displaying and enunciating them.

• A Flashing symbol , located at the top of screen (left corner) and in the
taskbar (bottom of the screen)
• The Alarm line, generally, this line displays the most recently unacknowledged alarm
message.

• The Status Line (the Alarm field flashes red if there are any
unacknowledged alarms),
• Station-generated audio (horns or tones),

• Faceplates, Group and Detail displays show alarm symbols to notify you of the
alarm condition.

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Process Alarms
Recognize that an alarm condition exists

Alarm-related Tools
Your station has tools for displaying alarms and tools for acknowledging alarms.
These tools are on the toolbar.
Alarm Tool Description
Alarm Summary. Calls up the Alarm Summary, which provides a one-line
description of every alarm.

Acknowledge/Silence Alarm. Acknowledges the most recent or selected alarm.

These tools are on the Alarm Summary displays


Alarm Tool Description
Acknowledge Page. Acknowledges all the unacknowledged alarms that are
on the Page (screen).

Pause. When the Alarm Summary is paused; no new alarms are added to
the summary and the icon is gray.
When the Release button has been clicked the icon changes to green.

Resume. This button is used to release the Alarm Summary that has been
Paused.
It shows red when the Alarm Summary has been paused.

This tool is on the faceplates, Group and Detail displays and custom graphics.
Alarm Tool Description
Acknowledge/Silence Alarm. Acknowledges the selected point’s alarm.

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Process Alarms
Recognize that an alarm condition exists

Alarm types
Each point type has a specific set of alarms.
PID points have:
• Control Module Alarms
• PV-related alarms
• Deviation alarms
• OP alarms
• Bad control alarms
• Safety Interlock alarms
Device Points have:
• Control Module and Function Block alarms
• Command-related alarms
• Safety Override
• Interlock (permissives)
• Off Normal alarm
• Bad PV alarm
Data Acquisition points have:
• Control Module alarms
• PV-related alarms
Explanation
Viewing and determining the meaning of the alarms is one of the most important duties of a plant
operator.

Alarm Symbols
When a function is disabled, the original icon shape is retained, but the symbol changes to a minus
sign and the color changes to gray. The following table describes the default alarm line items,
starting from the left.

ATTENTION

The alarm colors described below are the default alarm colors. Your
system may use custom alarm colors

The following table defines the various alarm limits and indicators that you will see for the
Experion PKS® C200 points.

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Process Alarms
Recognize that an alarm condition exists

Note: Description Disabled


Alarm line
item
Red and flashing: the alarm is urgent priority, unacknowledged
and the cause of the alarm still exists.

Red and not flashing: the alarm is urgent priority, acknowledged


and the cause of the alarm still exists.
Inverse color and flashing: the alarm is urgent priority,
unacknowledged and the cause that generated the alarm no
longer exists.

Yellow and flashing: the alarm is high priority, unacknowledged


and the cause of the alarm still exists.

Yellow and not flashing: the alarm is high priority, acknowledged


and the cause of the alarm still exists.

Inverse color and flashing: the alarm is high priority,


unacknowledged and the cause that generated the alarm no
longer exists.

Cyan and flashing: the alarm is low priority, unacknowledged


and the cause of the alarm still exists.
Cyan and not flashing: the alarm is low priority, acknowledged
and the cause of the alarm still exists.
Inverse color and flashing: the alarm is low priority,
unacknowledged and the cause that generated the alarm no
longer exists.

Ghost alarm (Faceplates and Point Detail Displays). An


unacknowledged alarm exists for the point and the cause that
generated the alarm no longer exists.

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Process Alarms
Recognize that an alarm condition exists

Lets look at the Alarm Summary to determine the points in alarm and the conditions that produced
those alarms.

Item Explanation

1 The selected point has a gray background.

2 The alarm condition has returned to normal

3 If you start at the left you can see the following information:
• Date and Time the alarm was detected 11/06/2003 16:16:04
• Area that this point is in T100
• The Point ID X_LC14
• The alarm condition PVHIGH
• The alarm priority H 00 (no severity assignment)
• The description of the point T-100 Bottom Lvl
• The value that tripped the alarm 96.5
• Live value 36.36%
• The units of measurement for the point (EUs) %
Record the Alarm Condition PV low low alarm trip

4 To view the Detail display, double click the point to call it up.

5 On the Main Page the Alarm lamps that represent the active alarms will be red.

6 Looking at the Alarms tab to view the alarm assignment and the trip points.
What is the trip point for the current alarm conditions?
PV Low
OP Low

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Process Alarms
Recognize that an alarm condition exists

Table Of Alarm Indicators For PID And DACA Points


Indicator Alarm Type Description
PVHIHI PV High High Used in conjunction with a PVHigh alarm to
indicate a more serious alarm.
PVHI PV High An alarm is generated when the PV rises
above the value specified in Trip Point.
PVLO PV Low An alarm is generated when the PV falls below
the value specified in Trip Point.
PVLOLO PV Low Low Used in conjunction with a PVLow alarm to
indicate a more serious alarm.
POSROC Positive Rate of Change PV Rate of Change Exceeded configured rate
in positive (ascending) direction
NEGROC Negative Rate of Change PV Rate of Change Exceeded configured rate
in negative (descending) direction
BADPV Bad PV PV is BAD

OPHI OP High OP High Trip Point Exceeded


OPLO OP Low OP Low Trip Point Exceeded
DEVHI Deviation High An alarm is generated when the PV rises
above the SP by more than the value specified
in Trip Point.
DEVLO Deviation Low An alarm is generated when the PV falls below
the SP by more than the value specified in Trip
Point.
ADVDEV Advisory Deviation Deviation from Advisory Setpoint
SI Safety Interlock Safety Interlock is true (on).
BADCTL Bad Control Bad Control, CV Calculated Value is bad

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Process Alarms
Recognize that an alarm condition exists

Table Of Alarm Indicators For Device Points


Indicator PV Alarm Type Description
CMDDIS Command Disagree Command Disagree Alarm - generated when
the Commanded Output State (OP) is changed
and the actual input state (PV) does not
change accordingly within a specified feedback
time.
CMDFAL Command Fail Command Fail Alarm - generated after the OP
parameter is commanded to change and the
Current Active State (PV) fails to change from
an original value to any other value within a
configurable time interval.
UNCMD Uncommanded Change Uncommanded Change Alarm - generated if
the actual input state (PV) changes but has not
been commanded to change (unless it is a bad
PV). This alarm is configured whenever the
Command Disagree Alarm is configured.
BADPV Bad PV Bad PV Alarm - generated whenever the
Current Active State (PV) is detected to be a
NULL (or bad) state.

Indicator Override Alarm Type Description


Safety Override* When the active interlock causes an OP state
change, the alarm will be generated.
State 0 Override Interlock Override Interlock Alarms - When the active
interlock causes an OP state change, the alarm
State 1 Override Interlock will be generated.
State 2 Override Interlock
Off Normal Condition This alarm is generated whenever PV does not
match Operator requested OP (OPREQ) and
(OPREQ) is not Null.

*If a real-time conflict exists between a Safety Override Interlock Alarm configured to alarm and a
PV alarm condition, such as Uncommanded Change Alarm, interlock action (setting of the output
state and related alarm notification) always occurs regardless of effects of the other alarm.

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Process Alarms
Recognize that an alarm condition exists

Practice

9 Step Action

1
Call up the Alarm Summary with the toolbar alarm button.

2 Select one of the process points on the display.


The line changes to blue; if you loose the focus the line changes to gray.

3 If you start at the left you can see the following information:
• Alarm symbol
• Date and Time the alarm was detected
• Area that this point is in
• The Point ID
• The alarm condition
• The alarm priority
• The description of the point
• The value that tripped the alarm
• Live value
• The units of measurement for the point (EUs)

4 Double-click the point to call up the Detail display.

5 On the Main Page the Alarm lamps representing active alarms will be red.

6 Call up the Alarms tab to view the alarm assignment and the trip points.
What is the trip point for the current alarm condition that you recorded in
Step 3?

7 Look at the faceplate and record the alarm symbols and letters that represent
the current alarm.

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Process Alarms
Acknowledge an alarm

Acknowledge an alarm
Introduction
In this section you discover that there are several places and ways in which you can acknowledge
alarms.
Main Idea
In most systems, the station produces an alarm tone when a new alarm occurs.
There are several ways of silencing or acknowledging alarms:

• The Acknowledge/Silence button on the Tool bar—


• The <F4> key on the keyboard
• The Acknowledge/Silence
button on the Faceplates
(Group Detail and Custom
displays)

• From the Action button on


the Menubar

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Process Alarms
Acknowledge an alarm

Acknowledge a particular alarm on the Alarm Summary


Either:
9 Step Action

1
Select the alarm and click (Alarm Acknowledge) toolbar button.

2 Right-click then select Acknowledge on the popup box.

Acknowledge all alarms currently visible on the Alarm Summary


9 Step Action

1 Click the Acknowledge Page button on the display.


Note that if there are any more unacknowledged alarms in the list, you first
have to display them before clicking the Acknowledge Page button again.

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Process Alarms
Acknowledge an alarm

Acknowledge a particular alarm on a custom display


Either:

• Select the alarming object to call up the faceplate and click (Alarm
Acknowledge) button.
or
• Right button click the alarming object and select the AlmAck option.

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Process Alarms
Acknowledge an alarm

Practice

9 Step Action

1 Call up display T_100x and locate the Alarm Test Buttons, select the X_fc01
button to create an alarm for this exercise.
The P-52 Pump off and x_FC01 is in alarm.

2 Right click the alarming point and acknowledge the alarm.

3 Select the P-52 Pump and turn it on. The flow of x_FC01 is resumed. In a
moment all of the alarm conditions will clear and leave a Ghost alarm.

4 Left click the alarming point and acknowledge the alarm from the faceplate.

5 From the Alarm Test Buttons, select the X_fc02 button to create an alarm for
this exercise.

6 Right click the alarming point and call up the Detail display.

7 Adjust the set point to clear the alarm condition and acknowledge the alarm.
Use the alarm limit reference bars on the faceplate to determine what the Sp
should be to clear the alarm condition.

8 Call up the E_100x display and use the Alarms Test Button ALARM FLOOD
This will cause two PV alarms.

9 Call up your 7th Group display. Notice that the faceplate in the group display
does not have an Ack button for each point. Select the point x_TI21 and
press the <F4> key to Acknowledge the alarm.

10 Select the point x_TI22 and select the Acknowledge/Silence button on the
Toolbar to Acknowledge the alarm.
(The alarms clear when you acknowledge them for this lab.)

11 Call up the Alarm Summary Display and acknowledge all the alarms on the
first page. Use the Acknowledge Page button at the bottom of the Alarm
display.

12 Call up the T_100x display and click on the x_FC02 to create an alarm for the
next task.

13 Select a single point on the Alarm display that is blinking and acknowledge it.

14 Select another point on display that is blinking and right button click it and
acknowledge the alarm from the Popup box.

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Process Alarms
Build a custom filter

Build a custom filter


Introduction
In previous exercises you have view the Alarm Summary display and acknowledged alarms. In is
lesson you will learn how to control what is on the display and how it is displayed. The filtering
and sorting function allow you to limit and organize alarms.
Main Idea
Changing What Is Shown In The Alarm Summary

ATTENTION

Depending on your security privileges, you may not be able to filter


and sort the Alarm Summary. The options that are not available to you
are disabled and appear grayed out.

By default, the Alarm Summary shows all alarms, with the newest alarm at the top. You can change
the Alarm Summary by applying filters and sorting the summary.
Explanation
Filtering the Alarm Summary allows you to show alarms that match the filter criteria and hide
alarms that do not match the filter criteria. For example, you can filter the Alarm Summary to show
alarms of a particular priority only, or you can filter the Alarm Summary to show alarms for a
particular area only. You can filter the Alarm Summary by any column in the summary.
• Alarm State (Priority)
• Alarm Time (Date and Time)
• Area
• Source (Point ID)
• Condition (Alarm type)
• Description
• Value
• Unit
• Or any other field that you have chosen to display on the Alarm Summary.

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Process Alarms
Build a custom filter

Filtering
An easy way to filter the summary is to perform a "like currently selected" filter. For example, if
you want to see all alarms for a particular point. You can select an alarm for the particular point,
click the Source column and select (like currently selected). The Alarm Summary is filtered to show
all alarms in the summary that match the source (Point ID) of the currently selected alarm.

Sorting
Sorting allows you to set the order in which alarms appear in the summary. The sort order can be
ascending or descending. For example, you can sort alarms by date and time, in ascending order.
This means that alarms are listed in order of ascending date and time, that is, the oldest alarm is
listed at the top of the summary.

Using more that one Filter


You can apply more than one filter at a time and you can also filter and sort at the same time. When
the Alarm Summary is filtered or sorted, the column by which you are filtering or sorting is
highlighted.

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Process Alarms
Build a custom filter

Demo
Set up for Scenarios
9 Step Action
Ask your instructor to create alarms for this lesson.
Or, you can call up the display T_100x and select the Alarm Flood target,
then call up the D_100x display and select the Alarm Flood target. Repeat
these steps on the E_100x and the TF_100x displays.

Example Scenario
You want to filter the Alarm Summary so that you see unacknowledged alarms of high priority
only.

Solution
9 Step Action

1 Call up the Alarm Summary display.

2 Click the Priority column and select High.

3 Click the Alarm State column and select Unacknowledged.

The Alarm Summary changes to list unacknowledged alarms of high priority only.

Example Scenario
You want to sort the Alarm Summary so that alarms are sorted in ascending order by area.

Solution
9 Step Action

1 Call up the Alarm Summary display.

2 Click the Area column.

3 Select Sort Ascending.

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Process Alarms
Build a custom filter

The Alarm Summary changes to list alarms in ascending order according to the area.

To remove filtering

• Click Clear all Filters.

TIP

To revert to the default setting (removing all filtering and sort in


descending time order), load the All Alarms view.

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Process Alarms
Build a custom filter

Practice
Using The Area Filters
9 Step Action

1 Call up the Alarm Summary display.

2 Select a point on the Alarm Summary and record its Area assignment.

3 Select the Area column and click on the option (Like Currently Selected):
This will limit the alarms to those points that are in the same area as the
selected point in the previous step.

The Applied filter is shown as:

The Blue fill color for the AREA


column title indicates the filter
has been applied. The dots •
show the options that have been
selected.

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Process Alarms
Build a custom filter

Using The Alarm State Filters


9 Step Action

1 From the Alarm Summary display.


Select the square button above the Alarm State symbols to display the option
menu.

2 When the menu is displayed, select the option to show only Active alarms.

Filters

3 Acknowledge the Alarms that are now visible.

ATTENTION
The number of Unacknowledged Alarms does not agree with the
number of alarms that appear on the Alarm display. The hidden
alarms are also included in this number. This reminds you that you
have applied a filter and are looking at a limited number of the
alarms.

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Process Alarms
Build a custom filter

Clearing The Alarm Filters


9 Step Action

1 From Alarm Summary display.

2 Select the Clear All Filters button on the Alarm Toolbar.

Customizing a filter
9 Step Action

1 From Alarm Summary display.

2 Select the Condition Column heading to display the filter options.

3 Select the (Custom Filter) option to display the Custom filter dialog box.

4 To limit the alarms to the PVLOW and PVLOLO select the Equals option and
then type PVL* to include all priorities that begin with those three letters.

Click OK to complete the request.


You should see only PVLOW and PVLOLO alarms.

5 Recall the filter and create a filter to display all priorities that contain the
letters “HI”.
You should now have OPHIGH, PVHIGH, and PVHIHI alarms shown.

6 ‫ = ٭‬any sequence of characters


? = a single character. *HI*

7 Clear all the filters.

8 Create a custom filter to show only your points that are x_FC.

9 Change this filter to hide all the x_FC points.

10 Clear all the filters.

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Process Alarms
Using the Alarm Summary tools

Using the Alarm Summary tools


Introduction
In this module you will practice the following from the Alarm Summary display:
• Using the Area Pane.
• Using the View filter
• Using the column titles to sort and filter alarm displays.
• Clearing all filters
• Using the View Configuration pane
• Saving a View configuration
• Viewing a single or several areas from the Area Pane.
• Viewing and entering comments related to an individual alarm event using the
Events Details tool.
• Arranging the Events screen with the Column Organizer
• Printing an event using the print preview before actually send the report to the
printer.
• Toggling between Events and Sequence of Events.
Main Idea
Reading assignment
Operator Guide:
Help>Responding to Alarms>Changing What is Shown in the Alarm Summary

TIP

The alarm line items (symbols) are defined at the


bottom of the Changing What is Shown in the Alarm
Summary page.

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Process Alarms
Using the Alarm Summary tools

The toolbar

1 2 3 4

1. View Configuration Pane


2. Area Pane
3. Details Pane
4. Column Organizer

Using the Area Pane


The area pane provides a list of areas to which you have access. You can use the area pane to filter
the Alarm Summary to show alarms for a particular area only.
The area pane also provides a summary of the number of alarms in each area.

D100 has 3 alarms.


T100 has 2 alarms.

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Process Alarms
Using the Alarm Summary tools

Using Views
You can change how information is displayed in the Alarm Summary by applying a different
"view". View contains the information about filtering and sorting, which alarm line items are
shown, the order they are shown in and the space provided for each item.
There are several predefined views. These are:
• Unacknowledged alarms; shows only unacknowledged alarms
• Urgent alarms; shows only urgent alarms
• Urgent and high alarms; shows only urgent and high alarms

There may be other views that have been configured for your system. These will appear in the
View pull down menu.

The View Configuration pane

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Process Alarms
Using the Alarm Summary tools

The Details Pane


The Details pane shows the details of the currently selected alarm. If no alarm is selected, the details
pane is empty.
If the selected alarm is for a point, the Details pane also provides links to the point detail display
and associated display.

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Process Alarms
Using the Alarm Summary tools

Column Organizer
Use the Column Organizer to arrange the Alarms screen.
This tool allows you to rearrange the Alarm Display to place information in a different order from
left to right or to add or remove information that is shown on the display.

Select the column you wish to move and then click the “Move UP” or “Move Down” button to
change its location on the summary.
Explanation
Area Pane function
The Area Pane provides you with a means to show alarms for:
• All the areas assigned to a station
• Some of those areas
• Just one of the areas

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Process Alarms
Using the Alarm Summary tools

The Area pane can be called up from the Alarm toolbar.

Another way is to simply click on the Area View button.

If you select more than one but less than all the message is (Multiple areas), if you select to show all
areas the message is (all areas), and if you choose to show only one area the name of that area is
shown.
To display the area pane use either method:

• Click (Show Area Pane button). or


• Click the Area list and click (Push Pin) to dock the area pane.

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Process Alarms
Using the Alarm Summary tools

You can select more than one area by holding the Shift key down while click on each area that you

wish to include. They will be highlighted in dark blue.

View Configuration Pane function


This is a tool to change how information is displayed in the Alarm Summary by applying a different
View. You can change and save the information about filtering and sorting, which alarm line items
are shown, the order they are shown in and the space provided for each item.
Step To apply a view

1 Click the View list.

2 Select the view from the list

There may be other views that have been configured for your system. These will appear in the
View pull down menu.
You can create a custom view of your own by selecting the individual filters and assigning a name
to your custom view. The Save button adds this view to the menu where you can select it when you
wish to apply it to the Alarm Summary.

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Process Alarms
Using the Alarm Summary tools

The Detail Pane Function


This pane provides important information about the alarm status of the selected point:
• Acknowledged status True or False
• Area assignment
• Alarm category (Process alarm, etc.)
• Time point went into alarm or was acknowledged
• The alarm condition
• Disabled or enabled
• Reset (alarm flag)
• Responded (operator acknowledged alarm = True)
• Returned to normal True or False
Example before acknowledgement.

Example after acknowledgement.

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Process Alarms
Using the Alarm Summary tools

To Show Or Hide The Details Pane

• Click (Details pane button).

Entering Comments
You can use the Alarms Details tool to view and enter comments related to an individual alarm
event.
Click the Comments tab to display the pane.

Comments can be typed in the Additional comments field and saved by selecting the Save
Comments button. The Existing Comments reflect all the comments that have been entered and
saved.

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Process Alarms
Using the Alarm Summary tools

Column Organizer Function


This tool provides the means to move data on the alarm display and to add fields of data that are
needed or remove fields that are not needed.
Step To organize a column:

Click (Column Organizer button).


The Column Organizer dialog box is called up. It shows the current layout of the
Alarm display.

2 To move the Alarm State (symbols) from the left side of the display to the right of
the Date and time (Alarm Time), select the Alarm State and click on the Move
Down button.

3 To remove a field, clear the box and click Apply to see the results, or click OK to
apply and close the dialog box.

To toggle from Alarms Summary to Messages Summary, just click the link at the upper right of the
screen.

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Process Alarms
Using the Alarm Summary tools

Practice
Instructions: Call up the Alarm Summary Display.
Use the Area Pane to limit the information shown on the Alarm Summary.
9 Step Action

1 What is the current Area view?


Record the information.

2 Select the show Area view button where the information is displayed.

3 Select your area T100x.


The display should only show alarms from this area.

4 To test this selection, call up the E_100x and select the Alarm Test Button, X-
FC15 to create an alarm in area E100x.

5 Return to the Alarm display.


The alarm you just caused should not be shown.

6 Call up the Area pane.

7 Use the pushpin to prevent it from closing. Now hold the CTRL key down
and select the area E100x. You should have alarms for both areas on the
Alarm Summary.

8 To select a block of four areas, hold down the SHIFT key while selecting the
first and last area to include. Notice that all the selected areas are
highlighted in Blue.

9 How many areas are now shown on the Alarm Summary?

10 Click the Show All Areas button on the Area pane to restore all alarms to
your Alarm Summary display.

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Process Alarms
Using the Alarm Summary tools

Use the View filter to limit the alarms shown by the following criteria:

• All
• Unacknowledged.
• Urgent and High priority
• Urgent priority
• A custom definition
9 Step Action

1 What is the current Area view?


Record the information.

2 Change the View to show only the Urgent priority alarms.

3 What color is the Priority column heading?


What other column heading changed color?
Notice the (Filter applied) message at the top of the Alarm display.

4 Change the View to show only unacknowledged alarms.

5 Select the Clear All Filters button. The (Filter applied) message at the top
of the Alarm display disappeared.

Use the View Configuration pane to define a custom view and save the view.
9 Step Action

1
Click (Show View Configuration button) on the toolbar.

The View Configuration pane is displayed.

2 Now select the Priority heading and select High only.

3 Now select the Alarm States button above the alarm symbols and select
Unacknowledged from the options.

4 Name your custom filter High and Unacknowledged for Oper x.

5 Click the Save button.


The title should show at the top of the Alarms display next to View:

6 Change the View to Urgent priority alarms.

7 Select the View field and locate your custom View on the list and select it.
The Alarm display now shows only High and unacknowledged alarms.

8 Clear all of the Filters.

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Process Alarms
Using the Alarm Summary tools

Use the column titles to sort and filter alarm display.


9 Step Action

1 Select the Date and Time column heading.


The selection menu drops down.

2 Change the time period to the current shift.

3 Change the order to Ascending (oldest first).

4 Select Custom Filter to display the Custom Filter dialog box.


Select the down arrow to display the options.

5 Select After.

The current time and date are displayed,

6 Place your cursor over the minute values and enter a time 20 minutes less
than the current time and click OK.
Note: You could change the date, hour, minute, or even seconds.

7 Select the Option Between and change the end time to 10 minutes ago and
the Start time to 30 minutes ago.
You should now have alarms for a 20 minute time period that ended 10
minutes ago.

Use the Area to select a limited collection of alarms.


9 Step Action

1 Select the Area column heading.


The selection menu drops down.

2 Select the Custom Filter.


A list of all areas assigned to either the Station or the Operator logon is
shown. Use the SHIFT key to select a block of three areas. To remove the
middle area hold down the CTRL key and select the middle area.
Click OK to view the Alarms display with only two areas shown.

3 Recall the menu and select the (All Areas) to clear this selection.

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Process Alarms
Using the Alarm Summary tools

Use the Source to filter alarms by point name (ID).


9 Step Action

1 Select the Source column heading.


The selection menu drops down.

Experiment with the Sort Ascending and Descending.


Which selection shows the points from ”A to Z”?
Ascending Descending

2 Select the Custom Filter to display the filter dialog box.

3 Use the wild card to remove all points that begin with x_TI.

4 Now show all points that end with 15.


Nice tool for troubleshooting.

Using the Condition to filter alarms by alarm condition.


9 Step Action

1 Select a point on the Alarm display and record the alarm Condition.

2 Select the Condition column heading. The selection menu drops down.

3 Select the option that will display points that have the same alarm condition.
(Like Currently Selected).

4 Select the Custom Filter to display the filter dialog box.


Use the Wildcard to display all the PV alarms. Prevent the OPHIGH and
OPLOW and other types of alarms from appearing on the display.
Tip: OP* would display all alarms beginning with OP and nothing else.

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Process Alarms
Using the Alarm Summary tools

Use the Column Organizer to rearrange the Alarm screen.


9 Step Action

Click (Column Organizer button) on the Alarm toolbar

2 Select the Alarm State and move it down so that it appears above Area.

3 Click the Apply button to view the change to the Alarm display layout.

4 Scroll down and remove Reason.


Click OK

Use the Details Pane to view and enter comments related to an individual alarm event.
9 Step Action

1 Select a point on the Alarm display.

Click (Detail Pane button) on the Alarm toolbar.

3 The Detail Pane is called up, now click the Comments tab.

4 Are there any existing comments?

5 Type in a comment in the Additional Comments field.


“Killroy was here”. Notice that the Save Comments button is no longer
grayed out. Select the Save button to save you comment.

Use the screen toggle between Messages and Alarm Summaries


9 Step Action

1 Click the Message Summary at the top of the Alarm display to change the
display to show Messages.

2 Click the Alarm Summary at the top of the Messages display to change the
display to show Alarms.

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Process Alarms
Using priorities to identify alarm conditions for corrective action.

Using priorities to identify alarm conditions for corrective action.


Introduction
The Alarm priority can be a useful tool to help you determine the correct action to take during a
process upset.
All alarms are assigned a priority to assist the operator in making decisions. These priorities are:
• Urgent
• High
• Low
• Journal
• None
A secondary ranking is Severity, as a number between 0 and 15. This determines the alarm
processing order relative to other alarms with 15 being the most severe.
Condition can also be used to determine alarm type and permit you to view points with the same
type of alarms.
Main Idea
You can sort or filter alarms based on different criteria. Priority has three options:
• Urgent
• High
• Low
You can select a point and choose to use it as the selection criteria (Like Currently Selected).
If you use the Alarms State field, you can choose to limit the view to only Active alarms, excluding
all those that have returned to normal.
You can choose to show a combination of selections such as:
Urgent or High and Active, sorted from the highest to the lowest priority.

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Process Alarms
Using priorities to identify alarm conditions for corrective action.

Condition permits you to create custom filters as well as use a point as a model. For example you
might wish to view alarms that are PVHIHI. You might wish to exclude a particular type of alarm.
Explanation
Calling Up And Selecting The Options
LEARN BY DOING
9 Step Action

1 From the Alarms display, click the Alarm State button.

2 Change the selection to display only Unacknowledged alarms

3 Recall the display and change selection to display alarms that are also active.

4 Recall the display and change selection to sort the alarms from the highest to
the lowest priority.

Some options are limited to one or the other such as Acknowledged or Unacknowledged.
To display all alarms select the (all Alarm State).
Using a combination of Priority and Condition might be useful when dealing with a large number of
alarms.

Scenario
The operator wants to view only active alarms that are urgent or high priority and are not related to
outputs.
LEARN BY DOING
9 Step Action

1 From the Alarms display, click the Alarm State button.

2 Display only Active alarms.

3 From the Priority Field, display Urgent and High alarms.

4 From the Condition Field, exclude all alarms that are output related, use the
Custom filter and does not equal OP*.

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Process Alarms
Enable or disable alarms

Enable or disable alarms


Introduction
Alarm Enabling and Disabling
SUPV or higher access level is required to change the Alarm Enable State of a point.
Alarms must be set to Enable to be reported to the Alarms Summary, the Group display, or to
custom displays.
Explanation
The Alarm Enable State Can Be Seen On The Main Tab Of The Detail Display

When the alarms have been disabled, the alarm indicators are shown in black letters and the red
Alarm State symbol is not shown on the Detail Faceplate.

Enabled Disabled

On the Alarms display the Alarm State symbol is grayed out.

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Process Alarms
Enable or disable alarms

Practice
No practice is provide as this is function requires a higher-level access than OPER.

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Process Alarms
Process Alarm Performance Review

Process Alarm Performance Review


Introduction
The following Performance Review will enable you and your course manager to determine if the
skills have been mastered. This is an opportunity to go back and cover any skill that you may find
difficult to perform.
Explanation
The Performance Review is designed to allow you to demonstrate the skills obtained in the
preceding exercises. It is also an opportunity for you to determine if there are any skills that need to
be reviewed before proceeding to the next lesson.
Demo
This is an example of the Performance Review.
Each task is taken from the preceding lesson material and practices.
9 Task Action

1 Call up the Alarm Summary display.

2 How many alarms are unacknowledged? ___________________

You should be able to use one the tools, menu items or charts to accomplish the tasks in the
Performance Review that you have used in the preceding practices and exercises.

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Process Alarms
Process Alarm Performance Review

Practice
Performance Review for Process Alarms
Please check off each item as you complete the task.
Your course manager may wish to observe you while you perform the tasks.
9 Task Action
Set up Ask you instructor to set some alarms for your areas.

1 Call up the Alarm Summary display.

2 How many alarms are unacknowledged? ___________________

3 Select a point on the Alarm Summary display and call up its Detail display.

4 Display the Alarm settings for this point.

5 What is the current alarm’s limit? ______________

6 Acknowledge the alarm from the Detail display.

7 Return to the Alarm Summary display using the target in the Status line.

8 Which of the following represents High priority alarms:

Circle your answer.

9 What is the status of any blinking alarm symbol?


Acknowledged
Disabled
Unacknowledged
Circle your answer.

10 Display only alarms for the area T100x.

11 Adjust the display to include points from the areas T100x and E100x.

12 Remove all the filters from the Alarm Summary display.

13 Move the Alarm State (priority symbols) so that they appear after the Alarm
Time on the display.

14 Call up the displayT_100x and select the Alarm Test button “Alarm Flood” to
generate alarms for the next tasks.

15 Return to the Alarm Summary display. Change the display to show the
urgent alarms first.

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Process Alarms
Process Alarm Performance Review

9 Task Action

16 Acknowledge the Urgent alarm for x_TI40 only.

17 Now acknowledge all the alarms on the page.


When you acknowledge these alarms the simulation sets the PVs back to
their original value.

18 Return to the display T_100x and select the Alarm Test button for x_FC01.
This action causes the Pump to shut down and the PV of x_FC01 to drop
to 0.

19 Acknowledge both PV alarms.

20 Clear all of the filters.

21 Which column heading would you choose to filter the alarms by point name?
• Description Priority Source Condition
Circle your answer.

22 Filter the alarms to display only the x_FC01 alarms.

23 What is the condition of x_FC01? ______________

24 Clear the filters and sort the alarms to view the oldest at the top of the list.

25 Return to the T_100x display and turn Pump P-52 on.


This will permit flow to return to the Heavy feed line, the x_FC01 controller
should bring the flow up to its SP value.

26 Return to the Alarm Summary display. Why are some of the Alarm State
symbols hollow?
___________________________________________________

27 Acknowledge all the alarms on the Page with one mouse click.

28 Call up the display E_100x and select both the Alarm Flood and x_FC15
alarm test buttons. This will create some alarms for the next task.

29 Acknowledge x_TI21’s alarm from the faceplate.

30 Use the popup box to acknowledge the alarm for x_TI22.

31 Call up the group display for x_FC15 and acknowledge the alarm from the
group display.

32 Return to the graphic display E_100x and click the Call Tech button on the
Alarm Test Button panel to simulate the valve repair by the technician.

What does the alarm symbol indicate?

33 Call up the faceplate and notice that the symbol has a different appearance
. This is called a __________________ alarm.
Acknowledge the alarm.

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Topic: Experion Trends


Contents
Operate trend displays...........................................................................................................................2
Identify principal parts of the trend display ............................................................................................4
Operate a trend display .......................................................................................................................10
Change the trend type .........................................................................................................................12
Change the samples and interval for a trend ......................................................................................21
Locate point values on a trend using the hairline function ..................................................................24
Add and delete points ..........................................................................................................................28
Select point parameters.......................................................................................................................34
Change the time base for a trend ........................................................................................................36
Operate a Trend Performance Review................................................................................................39

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Experion Trends
Operate trend displays

Operate trend displays


Introduction
A Trend Set display shows changes in point parameter values over time. Typical uses of Trend Set
displays are to show changes in process temperatures or flows over a period of time.
Main Idea
In previous lessons, you have operated points and used Group display trends to obtain historical
information about the process. In this section you will use the following trend tools.
• Call up a Trend
• Interpret trends
• Operate trend displays
• Change the time base for a trend
• Use the centerline function on a trend
• Add or delete trend traces
• Use scrolling targets
• Change the engineering units on a trend
• Change range
• Save trend display
• Build a trend group

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Experion Trends
Operate trend displays

Trend Display Example

Explanation
A Trend display can plot up to eight traces.
Each trace is assigned a color that is displayed next to the Point ID.

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Experion Trends
Identify principal parts of the trend display

Identify principal parts of the trend display


Introduction
The principal parts of the Trend display are similar to the parts of the Group Trend with the
exception of the lower half of the display. The Trend Set is a configured display that can have
points from any process control device within the system. These points and their trended
parameters are shown on the lower half of the display and can be changed.
Main Idea
Trend Set

Same as the Group Trend

Contains the points and parameters assigned to


this trend and their values*

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Experion Trends
Identify principal parts of the trend display

Explanation
Upper portion of Trend Set display

1 2 3 4 5 6

Item Description

1 The Trend number (1 up to 3000).


This is selectable and you can enter the number for another Trend Set.

2 The Trend description or title.


This is selectable and has a drop-down menu displaying Trends that have been previously
viewed.

3 The type of trend currently being viewed.


This is selectable and has a drop-down menu where you can select a different type.

4 The number of samples use in the current plot.


This is selectable and you can enter the number of samples for ploting the trend.

5 The time interval for the samples used in plotting the trend.
This is selectable and has a drop-down menu where you can select a different

6
Targets to call up Trend Configuration displays or a list of configured

trends .

7 Range limits in either engineering units (EU) or % of range. These are selectable and new
values can be entered for the high and low and the range values toggled from EU to %.

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Experion Trends
Identify principal parts of the trend display

Item Description

8 Target to restore trend to full range after zoom feature has been used.

9 Scroll bar.

Lower portion of Multiplot Trend

1 2 3 4

Item Description

1 Pens on/off and the trace color (if box is unchecked trace is removed from the trend set)

2
Point Id and Parameter (targets are available to changes these values )

3 Point Description

4 Trace value at time

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Experion Trends
Identify principal parts of the trend display

Lower portion of Multirange Trend

1 2 3 4 5

Item Description

1 Pens on/off and the trace color (if box is unchecked trace is removed from the trend set)

2
Point Id and Parameter (targets are available to changes these values )

3 Point Description

4 Lower and Upper range limits for the trended parameters.

5 Date and time of the trace value shown.

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Experion Trends
Identify principal parts of the trend display

Practice
Interpreting the display

9 Step Action

1 What parameters are being trended?

2 How many points are being trended in this display?

3 How many samples make up this trend plot?

4 What is the sample interval?

5 What type of trend is this?

See answers on next page.

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Experion Trends
Identify principal parts of the trend display

Answers: (1) PV, (2) 7, (3) 100, (4) 1 minute, (5) Multiplot

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Experion Trends
Operate a trend display

Operate a trend display


Introduction
Experion PKS® has 3000 configurable Trend displays that can contain up to eight points
parameters each.
In this section you will change how information is displayed on the Trend and what information is
displayed on Trend.
Main Idea
Points are generally assigned to Trend displays when they are built. However, Trends can be built
after this and modified with access level SUPV or greater. Trend displays have several types of
plots, a selection of samples, and a selection of time interval that you can choose while viewing the
displays.
In the following lesson you will become familiar with the parts of the display and all of the
selections available for viewing the display.
Explanation
Calling Up The Trend Display
To access to these trend displays you can:
• Go to a list of trends from the View Menu and select the trend title that you want to
view.
• Go to System Menu and select Trends and then the trend title that you want to view.

• Click (Trend button) on the Station Toolbar and enter the trend number you
wish to view in the Command zone and press ENTER.
• Right click the custom display object and select Trend from the popup box
• Select a PID or DACA point on the Alarm display and click the Trend button on the
Station Toolbar

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Experion Trends
Operate a trend display

Practice
Calling up Trend displays
9 Step Action

1
Click (Trend button) on the Toolbar and enter the number for your 2nd
trend.

2 Call up the custom display T_100x and right click the x_FC01 point and
select the Trend option from the popup box.

3
Click (Trend List button) at the top of the trend to call up the Trend
Summary.

4 Scroll down and select your 3rd trend.

5 To call up a trend from a group display, call up your 1st group display and
select the first point on the display and then press the <F7> (Trend) key.
The Trend display with the assigned point is called up.

6 Select one of the points listed at the bottom of the trend.


Use the Detail key, <F12>, to call up the Detail display.

7 Select the Point ID in the Detail display and then use either the Trend button
or the Trend key to call up the Trend display that contains this point.

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Experion Trends
Change the trend type

Change the trend type


Introduction
In this module you will learn how to change the trend type.
There are eight different trend types that you can view from the Trend Set display. They are:
• Single
• Dual
• Triple
• Multiplot
• X-Y
• Numeric
• Multirange
• S900 SPP
• UMAX SPP
Main Idea
To change the Trend type

• Click the arrow to display the Multiplot options.

• Move the cursor over the desired trend type and select by pressing the left button.
This trend will retain this Type until you or another user changes the type.

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Experion Trends
Change the trend type

Definition and Examples of the first seven types


Single A bar graph of the first point on the Trend.

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Experion Trends
Change the trend type

Dual A bar graph of the firsts two points on the Trend, each point has its
own graph.

First point

Second point

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Experion Trends
Change the trend type

Triple A bar graph of the first three points on the Trend, each point has its
own graph.

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Experion Trends
Change the trend type

Multiplot A line graph representing each point that is being trended as a


percentage (%) of the range (0 to 100).

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Experion Trends
Change the trend type

X-Y Plot of the value of one point against another (that is, one point on
the x-axis and the other on the y-axis)

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Experion Trends
Change the trend type

Numeric A numerical list of historical data.

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Experion Trends
Change the trend type

Multirange A line graph representing each point that is being trended relative to
the range of the first point.
Works best with points using similar ranges to avoid confusion.

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Experion Trends
Change the trend type

Practice
Changing the trend type
9 Step Action

1 Call up your first Trend.

2 Change its type to Single.


What type of trend is this?
Line Bar Numeric

3 Change it to a Triple.
Which points are trended?

4 Use the Page down button on the tool bar to call up your second trend.

5 Is it a Triple? YES NO
Note that each trend remembers the last type that was selected for it.
Selecting a different trend type on another trend does not change it.

6 Change the Type to Numeric.

7 What is the sample interval?

8 Use the scroll bars to view more of the trend report.

9 Press the Page Up key on the keyboard. What did it do?

10 Use the Page Down key to return to the 2nd trend.

11 Notice that it is still a Numeric type trend. Change it to a Multirange trend.

12 Change the display to show the range in EUs.

13 What is the range shown on the Trend?

14 Select another point.

15 What is the range shown on the Trend now?


Notice that the range is determined by the selected point.

16 Change the type to Triple.


All points are trended showing their EUs as range.

17 Change the range to % on the top trend set.

18 Are the other two trend sets showing EUs or %?

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Experion Trends
Change the samples and interval for a trend

Change the samples and interval for a trend


Introduction
Changing the sample size and the sample interval when analyzing the performance of the process
enables you to view the trend in a more meaningful way.
The number of samples viewed increases the time span on the X-axis. For example 60 1-minute
intervals cover a period of one hour, or 120 samples at 5-second intervals cover a period of 10
minutes.
Main Idea
History File Sizes
What does Sample and Interval represent? How much history is available? The system has a
minimum file size; see the table below. Your system may have more history configured.
The duration and the number of samples for each history interval are shown in the table below.

Default History File Sizes

File Sizes
History Type
Intervals
Types #
Duration Number of Samples

1 1-minute snapshot 24 hours 1442

2 6-minute average 7 days 1682

Standard History 3 1-hour average 7 days 170

4 8-hour average 3 months 281

5 24-hour average 1 year 368

7 1-hour snapshot 7 days 170

Extended History 8 8-hour snapshot 3 months 281

9 24-hour snapshot 1 year 368

2 hours - 72
Fast History 6 1 to 30-second snapshot 8652
hours

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Experion Trends
Change the samples and interval for a trend

Changing Sample Interval


To change from 1-minute samples to one of nine options, select the Interval list box. Select the
desired sample interval.

Changing The Number Of Samples


To increase or decrease the number of samples to be included on the trend, select the Samples entry
box and type in the desired number of samples, and then press the ENTER key.

For example 1-hour intervals with 72 samples equals 3 days.

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Experion Trends
Change the samples and interval for a trend

Practice
Changing the Sample and Interval
9 Step Action

1 Call up the graphic display T_100x, right click the control box for X_FC02,
and then select the Trend option.
Your first Trend set is invoked.

2 Change the trend Type to Single.

3 Select the Interval entry box and select the 1 hour option.

4 Select the Sample entry box, type in 120, and then press ENTER.
You should now see five days of 1 hour samples represented as parallel
bars.

5 Change the trend type to Numeric.


You should see 35 values for each point on the trend. These are not
one-hour averages; samples are collected on the hour. May be used for
comparison with the lab samples.

6 Change the Interval to 8-hour averages.


The first page of the Numeric trend shows values for the past ten days.

7 Change the trend Type to Single.


You should have five weeks of data on the trend display.

8 Change the Sample to 24 and note that you now only have 24 bars in the bar
graph window.
The bar changed width as well.

9 Use the scroll bar at the bottom to view more samples.

10 Change the type to a Triple.


Notice that all three trends are displayed in the same format

11 Change the display to show % for the middle graph. Click the list box showing
EU and change it to %.

12 Did the top and bottom graph remain unchanged?


What you do to one changes all three.

13 Change the Interval to 1 minute.


Note that the width of the bar graph became much wider.

14 Change the Samples to 90.

15 Use the PAGE DOWN key to call up the next Trend display.
It does not have a Triple bar graph or Samples of 90 or an Interval of 1
minute. Your changes only affect the Trend that you are using.

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Experion Trends
Locate point values on a trend using the hairline function

Locate point values on a trend using the hairline function


Introduction
In the last segment you learned how to change the Samples and the Interval on the Trend display.
You are now ready to use the Hairline function to gather information about the plot at a specific
location on the graph.
Main Idea
Clicking in the graph area or the trend activates the hairline function. This function provides you
with the value and the time at the hairline position.
Explanation
When you are using the Trend displays you may want to identify the exact time that the process
reached a high or low point and the value of the high or low reading. The hairline function does
that on the bar and line graphs.

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Experion Trends
Locate point values on a trend using the hairline function

Notice the white line intersecting the bar with the first increase. There is a ^ at the bottom in the X-
axis showing the timeline. The time and value are shown for the bar that has the white hairline
behind it.
The trend on the right shows the current time and value, or the value at the right of the trend
(historical offset).
On the Line graph, the hairline intersects the plot lines and changes the Value at section of the
display to show the time and values at the point of intersection.

Demo
To see how this function works, call up a Trend display and use the Hairline function.
9 Step Action
st
1 Call up your 1 Trend display.

2 If the Type is not Multiplot, change it to Multiplot.

3 Move you cursor into the line graph area of the display and left click.
Notice that a white vertical line appeared where you clicked in the display.
This is the Hairline.

4 Look at the lower right of display at the Value at section.


The date and time match the location of the Hairline. The value shown for
each point is the value read from history for the time shown for the position of
the Hairline.

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Experion Trends
Locate point values on a trend using the hairline function

9 Step Action

5 Move your cursor to another position on the Trend and select it.
Note that the time and values are updated to reflect the new position of the
Hairline.

6 Change the Trend Type to Dual.


The Hairline is removed.

7 Click one of the bars of the top bar graph to activate the Hairline.
Note the value at the right for the point. It also shows the time and value
represented by the bar with the Hairline behind it.

8 To turn off the Hairline, click on the lower left corner of the bar graph.

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Experion Trends
Locate point values on a trend using the hairline function

Practice
Using the Hairline function
9 Step Action

1 Call up your 2nd Trend display.

2 Change the type to a Multirange.

3 Change the Samples to 100 and the Interval to 6-minute averages.

4 Click the line graph to activate the Hairline.

5 Record the date and time where the Hairline is located.

6 Move it to another location where the process has changed and click that
location.
Note the time and value at that location for each of the points in the Trend.

7 Let’s look at a bar graph.


Change the Type to Dual.

8 Activate the Hairline for the second bar graph.

9 Activate the Hairline on both bar graphs.

10 Move the Hairline several times in both graphs.

11 Turn it off by clicking the corner of the top graph.

.
Note the second graph still has the Hairline.

12 Change the Interval to 1 minute.


Is the Hairline still on the display?
Note that whenever the Type, Samples or Interval is changed the Hairline is
shut off.

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Experion Trends
Add and delete points

Add and delete points


Introduction
In the last section you learned how to activate and deactivate the Hairline function on the Trend
display. Now you are ready to remove and add traces to the Trend display.
Main Idea
Removing a trace from the trend is a straightforward process. Just clear the checkbox next to the
trace that you want to remove. Selecting that same box adds the trace back to the trend.
Adding points that were not on the Trend is a little more complicated and may be restricted on your
system.
Explanation
Look at Trend display to see where the traces are shown and which pens are off and which ones are
on.

The first point’s pen has been turned off, the box is unchecked and no value appears on the right.
Just place the cursor over the box and click to change it. It is a toggle box.

Adding And Deleting Traces


LEARN BY DOING
9 Step Action

1 Call up your 3rd Trend.

Check the box to turn pen on.


The box color next to the Point ID matches the trend trace color.

2 To turn the pen off, click the checkbox again to clear it and the pen is off.
When the pen is turned off, the trace is removed from the line graph and the
value is removed from the value at section of the display.

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Experion Trends
Add and delete points

To add a point to an empty field is more complicated and may require ENGR level access.
LEARN BY DOING
9 Step Action

1 To add a new trace

Select the button next to a blank entry .


The Point Browser is displayed.

3 To view points from a specific area, click the Show Points from Area arrow .

Use the scroll bar at the right to view all the areas available.

4 Select the desired area to display the assigned points assigned.

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Experion Trends
Add and delete points

LEARN BY DOING
9 Step Action

5 Select the desired point and then click Apply to add the point to the trend.

Point is added but a value


has not been identified at
this time.

6 To add the value, click the value list box.


The list box is displayed.
Use the scroll bar to
locate the parameter
you wish to trend.

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Experion Trends
Add and delete points

LEARN BY DOING
9 Step Action

7 Scroll down and select a value such as DACA.PV.


The display will close, the parameter is added, and the value is displayed on
the right in the value at location.

This is how to delete or remove a point from the display.


LEARN BY DOING
9 Step Action

1 Select the point ID, press <DEL>, and then <ENTER>.

2 Select the display value, the list box value, and select the black item at the
top.

ATTENTION

There is no Undo function or default setting to revert to the originally


configured trend.

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Experion Trends
Add and delete points

Practice
Turning The Trend Pens On And Off
9 Step Action

1 Display your 2nd Trend set.

2 How many Pen boxes are checked?

3 Locate the green trace on the graph.

4 Uncheck the pen with a green trace.


Notice that the green trace was removed and the value is not displayed in the
value at section of the display.

5 Restore the green pen.

6 Clear the pen for the first trace x_FC01.

7 Change the Type to Single and note that the point in the bar graph is
x_FC01.

8 Change the Type to Numeric and notice that x_FC01 is still in this display.
Clearing the pen box has no affect on the bar graph or the Numeric type
trend display.

Adding And Deleting Points On A Trend


9 Step Action

1 Display your 3rd Trend set.


The eighth pen has not been assigned; the Point ID and Parameter fields are
blank.

2
Click the box next to the blank Point ID field.
The Point Browser popup is displayed.

3 Click the Show Points from Area arrow.

Use the drop-down button to display a list of areas.

4 Scroll down and select your Area T_100x.

5 Select the point x-PI14 and click on the Apply button.

6 To add the parameter, click in the blank parameter field to display the
parameter list box.

7 To get to the desired parameters on the list press the D key.


The DACA parameters are now in the window, scroll down and select the
DACA.PV.

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Experion Trends
Add and delete points

9 Step Action

8 The gray trace is now on the line graph; the value is displayed on the right in
the value at field.

9 If the range is not shown as 0 to 1800, toggle the EU/% option in the trend
range area.

This should update the display.

10 To delete the point you just added to the trend.


Select the point ID, press DEL, and then ENTER.
The point ID should now be blank for the last pen.

11 To remove the parameter.


Click the box and select the blank item at the top.
The point is removed from the trend.

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Experion Trends
Select point parameters

Select point parameters


Introduction
In the last section you learned how to turn pens on and off and to add and remove points from the
trend. It is possible just to change the parameter that is being trended rather than the whole point.
Main Idea
Changing the parameter requires knowing the correct parameter for the point.
If the parameter has been configured to be collected or historized, you will be able to display a
historical trend otherwise it will be a real-time trend. A real-time trend starts when you call up the
Trend display or select the Pen ON/OFF checkbox.
DACA= data acquisition block. The process variable for the controller is provided by the parameter
DACA.PV (signal in from the sensor).
PIDA = PID controller block. The output signal is sent to the final control element by the parameter
PIDA.OP. The setpoint also is part of the PIDA function block and is called PIDA.SP
Explanation
To change the trended parameter from DACA.PV to the OP, you need to know that the OP is really
PIDA.OP. Now it is a matter of selecting the Parameter list box and selecting the PIDA.OP
parameter.
Demo
To demonstrate this procedure, call up a Trend display and change the trend pen parameter from
DACA.PV to PIDA.OP.
LEARN BY DOING
9 Step Action

1 Call up the 3rd Trend display and select either a Multirange or a Multiplot type
trend, change the interval to 5 seconds.

2 Select a controller point, x_AC12.


Record the trace color. ___________________________

3 Select the DACA.PV parameter in the Parameter column.

4 Press the P key to go to the section of the list box that begins with P.
Now scroll down and select PIDA.OP.

5 To test the new trend: Double-click the Point ID to call up the Detail display.

6 Put the point in MANUAL mode, change the OP to 50%, and return to the
trend.
Notice that the white trace has moved to the middle of the trend (50%).

7 Return to the Detail display and return the point to the NORMAL mode.

8 Return to the Trend display and watch the output return to the original 25%
position.

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Experion Trends
Select point parameters

Practice
1Changing parameters
9 Step Action

1 Call up the 3rd Trend display and select Multirange for the type trend.

2 Select a controller point x_AC12.

3 Select the PIDA.OP parameter in the Parameter column.

4 Press the D key to go to the section of the list box that begins with D.
Now, scroll down and select the DACA.PV parameter.

5 To test out new trend: Double-click the Point ID to call up the Detail display.

6 Change the Mode to MANUAL and set the OP to 50%.

7 Return to the Trend display; record the value shown for the first pen.
It has changed from 50 to 1. The range of the point is shown as 0 to 2.

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Experion Trends
Change the time base for a trend

Change the time base for a trend


Introduction
In the previous section you learned how to change parameters on the Trend.
Now that you can use the majority of the Trend tools you are now ready to learn how to change the
start time of the trend. It is called a History offset and is displayed at the bottom of the screen. It
works the same way as the History offset in the Group Trend.
Main Idea
Blank data is displayed starting with the current day and time.

Select to enter a day, month and


year in this format DD-MMM-YY
10-NOV-03
Select to enter new hour,
minutes, seconds in this
format HH:MM:SS

TIP

You can also enter the date as DDMMYY and


<ENTER>
Example:171203 is entered for 17 December 2003.

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Experion Trends
Change the time base for a trend

Review Of Entering Data In The History Offset Fields


Step To change the date and time:

1 Select the History offset date field.


The box changes to show selection.

2 Type in the date the day, then use the space bar or the dash key to separate
the day from the month.
Type in the first three letters of the month and use the space bar or the dash
key to separate the month from the year.
Type in the last two numbers of the year and press ENTER.

3 Select the History time field.


The box changes to show selection.

4 Remember that the system uses a 24-hour clock (2 PM is shown as 14:00).


Type in the time the hour (space) then the minutes and press ENTER.
You do not need to enter the seconds. You can also separate the hour and
minutes with a colon (:).

Returning The Current Date Is A Three-Keystroke Process


Step To return to the current date:

1 Select the date field

2 Press the DEL key

3 Press the ENTER key

Returning The Current Time Is Also A Three-Keystroke Process


Step To return to the current time:

1 Select the time field

2 Press the DEL key

3 Press the ENTER key

6/11/2004 Experion Operator Course EXP10001 R201 37


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Experion Trends
Change the time base for a trend

Practice
Changing The History Off Set Values
9 Step Action

1 Invoke any of the Trend displays.

2 Select the History offset date field and enter the date for yesterday.

3 Select the time field and enter the time. Use 3:20 pm.
Remember the 24-hour clock.
Your History offset should look something like the example.

4 Change the Trend Interval to 1-hour averages to be sure that data is


available on the training system.

5 Clear the Time offset. Select —Delete—Enter


Note the beginning of the trend at the right is midnight of the day shown in the
Date History Offset field.

6 Clear the Date offset.


Note the beginning of the trend is now the current date and time and the
History offset fields should look like the examples.

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Experion Trends
Operate a Trend Performance Review

Operate a Trend Performance Review


Introduction
The following Performance Review will enable you and your course manager to determine if the
skills have been mastered. This is an opportunity to go back and cover any skill that you may find
difficult to perform.

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Experion Trends
Operate a Trend Performance Review

Practice

9 Step Action

1 Invoke your 2nd trend.

2 Change the trend type to Single.

3 Which point is being trended?

4 Which pen does it represent?

5 Change the trend type to Multiplot.

6 Adjust the samples to 120.

7 Change the interval to 6-minute Averages.

8 Delete a pen.

9 Add pen from the previous step. .

10 Identify the trended parameter for x_FC02.

11 Change from % of range to engineering units.

12 Change the trend type to Multirange.

13 Update the trend so that each point’s range is correctly shown at the bottom
of the Trend display.

14 Change the history offset to yesterday’s date and one thirty PM.

15 Activate the hairline function.

16 What is the value and time at the Hairline for the first point on the trend?

17 Use the Zoom feature to magnify a portion of the line plot.

18 Return the display to full scale (1 to 100%).

19 Use the tool bar to call up the Trend list. Select another of your trends from
the list.

20 Change the range of the line graph to show 25% to 75% for all points.

21 Use the Page tools on the toolbar to call up your first Trend display.

22 Add a new point to the 7th pen. Use x_LC14, it belongs to Area T_100x.
Select the output for this PIDA control block.

23 Return your 2nd trend’s start time to the current date and time.

24 Display a bar graph trend of the first two points on your first Trend set.

25 Remove the point that you added to the trend x_LC14. The 7th pen should
have two blank fields after you delete the point.

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Topic: Events
Contents
Obtain historical information ..................................................................................................................2
Print or display alarm/event summary ...................................................................................................3
Print or display a report on request .....................................................................................................11

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Events
Obtain historical information

Obtain historical information


Introduction
In the previous lessons you have learned how to control points, acknowledge alarms, call up the
standard displays and trend points.
You are ready to learn about Events and how to view them, print them, and add comments to an
event. An event is any significant change in the system, and includes alarms and operator actions.
Main Idea
Event
An Event is a significant change in the status of an element of the system such as a point or piece of
hardware. Some events may be classified as an alarm. Events can be viewed on displays and
included in reports.

Event Archiving
This is the Experion PKS function that allows you to archive events to a network fileserver, or to
tape or other backup medium.
Event Summary display example

By default, the Event Summary shows a live summary of events. That is, current events in the
system database with the newest events at the top.

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Events
Print or display alarm/event summary

Print or display alarm/event summary


Introduction
In an earlier lesson you learned about view alarms on the Alarm Summary display.
The Events Summary has many of the same viewing tools to help you filter events, sort events and
build custom reports. Filtering and sorting depend on security privileges so that you may not be able
to manipulate Event Summary viewing. The options that are not available are disabled and appear
dimmed. By default, the Event Summary shows a live summary of events, that is, current events in
the system database with the newest events at the top.
Main Idea
You can change how information is displayed in the Event Summary by applying a different view.
A view contains the information about filtering and sorting, which event line items are shown, the
displayed order, and the space provided for each item.
There are two predefined views.
These are:
• All recent events with live update. Shows events as they are occurring.
• All today's events snapshot. Shows all events that occurred today up until the view was
applied.
You can:
• Change or select the date and time
• Filter the Events
• Sort the Events
• Build custom filters using conditions
Explanation
You can change the Event Summary to show all events for the current day and for each of the last
seven days.
When you view events for the current day, you can manually update the summary to show events as
they are moved to the online archive.

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Events
Print or display alarm/event summary

Filtering the Event Summary allows you to show events that match the filter criteria and hide events
that do not match the filter criteria. For example, you can filter the Event Summary to show events
that occurred on a particular day, or you can filter the Event Summary to show events for a
particular area only.
You can filter the Event Summary by any column in the summary.

Sorting allows you to set the order in which events appear in the summary. The sort order can be
ascending or descending. For example, you can sort events by date and time in ascending order.
This means that events are listed in order with the oldest event listed at the top of the summary.
You can apply more than one filter at a time and you can also filter and sort at the same time. When
the Event Summary is filtered or sorted, the column by which you are filtering or sorting is
highlighted.

Considerations
You can filter, but you cannot sort the live Event Summary display.

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Events
Print or display alarm/event summary

To filter the Event Summary


Step To filter the events:

1 Call up the Event Summary display

2 Click the column heading you want to filter

3 Select the filter you want to apply.

Example Scenario
You want to filter the Event Summary so that you see events that occurred yesterday.
Solution
• Call up the Event Summary display.
• Click the Date column and select Yesterday.
The summary changes to show all events that occurred yesterday.

• The Event Summary changes to show events that occurred yesterday only.
To Sort The Event Summary
Step To sort the events

1 Call up the Event Summary display

2 Click the column heading you want to sort.


Note that you can only sort by Date & Time and Source.

3 Select the sort order.

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Events
Print or display alarm/event summary

Example Scenario
You want to sort the Events Summary so that events are listed in ascending order according to point
ID (0-9, A-Z).
Solution

Step To sort the events in ascending order according to point ID

1 Call up the Event Summary display.

2 Click the Source column.

3 Select Sort Ascending.

4 The Event Summary changes to list events in ascending order according to


the point ID.

To Remove Filtering And Sorting


• Click Clear All Filters.

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Events
Print or display alarm/event summary

Adding Comments to an Event


If required, you can add comments to events in the Event Summary. For example, you might need
to keep a record of your actions in response to an event.
LEARN BY DOING
9 Step Action

1 Call up the Event Summary display

2 Select the event where you want to add a comment.

Click (Show Details Pane button).

4 Select the Comments tab.


Any existing comments that are added to the event are displayed.

5 Type in your comment and click Save Comments.

Adding an Operator Recorded Event


If you notice an event (such as a safety issue) that is not recorded by the system, but that you want
included in the Event Summary. Experion PKS allows you to manually record that event into the
system. Information, such as your user identification, date and time, and event category are
automatically stored with the newly created event.
For ease in filtering, your comments are generated as a special type of operator-added event that can
be selected as a sort criterion when events are displayed.

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Events
Print or display alarm/event summary

To do this: Manually add an event to the Event Summary


Either:
• Click the Generate Event button on the toolbar, and then enter the comment into the
message zone.
• Click the Generate Event button in the Event Summary display, and then enter your
comment into the message zone.

• Click OK to store the message or Cancel to delete it.

If you want stop new events from being added to the display — this makes it easier to read if events
are occurring in rapid succession — change the Date & Time filters from All Recent Events - Live
to Today (snapshot).

TIP

If the point ID or Description has been truncated, move


your pointer over the point ID or description to display
the full point ID or description.

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Events
Print or display alarm/event summary

Practice
View Events
9 Step Action

1 Click the System Menu button on the Menu bar.

2 Select Events from the summary.

3 Record the number of events shown at the bottom of the display.


Matching events

4 Click the Date & Time field to display the options.

5 Select Today (snapshots) to limit the view to current information.


Record the number of events shown at the bottom of the display.
Matching events
The number of events is much smaller when you apply filters.

6 Click the Source and sort the Point ID in ascending order. (A to Z)

7 Select an event that has the CHANGE condition.


It is highlighted in blue.

8 Click the Condition field and select an option (for example, Currently
Selected).
Now you only have Events that are in a CHANGE condition and have
occurred today.

9 Clear all the filters.

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Events
Print or display alarm/event summary

Changing The Display


9 Step Action

1 Select the Column Organizer button on the Event toolbar.

2 Use the scroll bars to locate the Category option and select the checkbox to
add it to the Event Summary.

3 Click OK to close the dialog box.

4 Select this new field and display only Process Alarms.

5 Call up the Category dialog box again and add Process Events.

6 Call up the Column Organizer again and move the Category field above the
Description.
Click Apply to view the change.

7 Close the Column Organizer.

Printing The Display


9 Step Action

1 Select the Action target Menubar.


Action>Print>

2 The current screen will be printed at the printer that is configured for your
Station.

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Events
Print or display a report on request

Print or display a report on request


Introduction
What Are Reports
Reports extract information from the server database. Reports may be requested and printed on
demand, or scheduled to be automatically generated at pre-defined times. Reports can be sent to
printers or to Operator Station displays. Experion PKS can produce both.
Main Idea
Standard Reports, which are preformatted reports provided with Experion PKS, contain
information about alarms, events, points, and so on.
Custom Reports can contain almost any kind of information stored in the server database.
You can either request reports when you need them or schedule Experion PKS to automatically
produce reports at pre-defined times.

Producing Reports
Reports summarize historical information in many useful ways. For example, one report may
consist of graphs of system-critical values over the past week, whereas another report may list
equipment due for service.
All reports need to be requested, either manually or automatically. Requesting a report generates a
new version using the latest data.
Depending on how a report is configured, printed, or saved, it can be viewed on screen or used by
another program. If the report is designed to be viewed on screen, you need to call it up after
generating it
For Alarm, Event and Message Summaries, you can use the Print As Report feature to produce a
printed report containing all, or a range of, the summary information within the display.

TIP

If you want a printout as a snapshot of what is shown


in Station, see Printing Station Information.

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Events
Print or display a report on request

Explanation
Requesting a Report

ATTENTION

When you request a report, Experion PKS creates a new version


using the latest data.
For example, if you have a report called Weekly Status Report, you
would need to request that report on a weekly basis to ensure that the
data is always up-to-date.

To Request A Report
9 Step Action

1a Select Action on the Station Menu bar.

2a Select Request Report to see the list of reports and archives.

Alternately

1b

Click (System Menu button).

2b Select Reports in the System Menu

3 Select the report you want to request.


If you want to change the report's default settings, click the Configure
button to see the configuration details.
Requires access level greater than OPER.
4 Change these as appropriate.

5 Click the Request button to request the report.


A Request in progress message appears in the Message zone. The
document is sent to the specified output device, either a printer or your
screen.

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Events
Print or display a report on request

Requesting a Report from the Command Zone


If you know the number or name of a report or archive, you can request it from the Command zone.
(Note: when you request a report this way, the report uses the default settings.)
For example, to request report "PA":
Step To request a report call PA:

1 Click the Command zone.

2 Type rpt PA and press ENTER.

Standard Report Types


The following table lists standard report types; however, your system will only have report types
that are applicable to your system's needs.
Note: Reports marked with an asterisk (*) are only available if your system has the associated
option.
Report type Description
Alarm and Event Lists the alarms or events that occurred within a specified time
period.

Alarm Duration Lists length of time the specified points were in an alarm condition.

Batch Batch reports are used to collect history for a set of points and
events for an area for the duration of a production run.
Cross-Reference Lists where the specified points are used within your system, for
example, in custom numbered displays, reports, algorithms and so
on.

Free Format Enables you to request customized reports that have been
designed using the Free Format Report Writer option.

Integrated Microsoft Enables you to request customized reports that have been
Excel* designed using Microsoft Excel.

ODBC Data Enables you to request customized reports using the ODBC Data
Exchange* Exchange option.

Point Attribute Lists all points with specified attributes, such as off scan or alarm
inhibited, or those points with the specified state.

Sequence of Events Lists point parameter changes in values of time.


This report is only available for points associated with specific
controllers.

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Events
Print or display a report on request

Practice
Requesting And Printing A Report
9 Step Action

1 Call up the System menu.

2 Select Reports from the options.

3 Select a report from the list.


The report is displayed on Station.

4 Select Action on the Menubar and then select Print Preview.


The report is displayed on your Station and has a toolbar that shows the
number of pages for the report.

5 Select Close to exit the Print Preview display.

6 Select Print from the Action options.

7 When the Print popup box is displayed, select the Pages option.

8 Enter 1-3 in the entry box to request the first 3 pages of the report and then
click on the Print button.

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Topic: System Alarms


Contents
Respond to Experion PKS system upsets.............................................................................................2

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System Alarms
Respond to Experion PKS system upsets

Respond to Experion PKS system upsets


Introduction
In previous lessons you have learned to operate points, display trends, acknowledge alarms and
view events related to the process.
It is now time to learn about the hardware and software that is used to communicate with the
process. You will learn to identify system upsets and determine what affects they will have on your
ability to view and control the process.
Main Idea
The System Status displays provide detailed status information about your system's hardware
components such as printers, controllers and channels.
To monitor:
• Channels
• Controllers
• Point Servers
• System Interfaces
• Stations
• Printers
• A redundant system
• A distributed server (DSA) system
Click View, then System Status, and then the item of interest.

Or,

Click (System Menu button) and then the button.


When a system alarm occurs, the Status line will display that information with the System button.

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System Alarms
Respond to Experion PKS system upsets

Explanation
The Comms button
Indicates the status of communication links between the server and other devices (such as channels,
controllers, and so on):
State Description
Blank Normal communications.

Flashing cyan There is at least one unacknowledged communications alarm.

Cyan (not flashing) There is at least one communications alarm, but they have all been
acknowledged.

Click the field to call up the System Status displays containing communication-related information.

Monitoring Channel Status


A channel is a physical communications link, such as a network cable, between the server and one
or more controllers.
The Channels Status display shows the status of each communications channel, as well as its type.
NOTE: Point server channels do not appear in this display. For information about how to monitor
communications links for Point server-based interfaces, see the appropriate controller reference.

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System Alarms
Respond to Experion PKS system upsets

To Call Up The Channels Status Display


LEARN BY DOING
9 Step Action

1 Select View

2 Click System Status

3 Select Channels.

Alternatively
LEARN BY DOING
9 Step Action

1 Click System Status in the System menu.

2 Click Channels in the Navigation Pane.

Example of System Status Channels Display

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System Alarms
Respond to Experion PKS system upsets

Monitoring Controller Status


The Controllers Status display shows the status of each controller, as well as its type, and the
channel it is on.
NOTE: Point server controllers do not appear in this display. For information about how to monitor
communications links for point server based interfaces, see the appropriate controller reference.

Example of System Status Controllers Display

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System Alarms
Respond to Experion PKS system upsets

Practice
At this time there is not a practice lab for this lesson.

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Topic: Performance Review


Contents
Operate Station......................................................................................................................................2

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Performance Review
Operate Station

Operate Station
Introduction
The following Performance Review will enable you and your course manager to determine if the
skills have been mastered. This is also an opportunity to go back and cover any skill that you may
find difficult to perform.
Explanation
The Performance Review is designed to allow you to demonstrate the skills obtained in the
preceding exercises. It is also an opportunity for you to determine if there are any skills that need to
be reviewed.
Demo
This is an example of the Performance Review.
Each task is taken from the preceding lessons materials and practices.
9 Step Action

1 Log on the Station.

2 Call up Group Display 6.

3 Display the Operators Guide.

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Performance Review
Operate Station

Practice
Performance Review for EXP10001 Experion Operator Course
Please check off each task as you complete it. Your course manager may wish to observe you while
you perform these tasks.
You may practice these tasks before asking your course manager to observe your performance.
9 Task Action

1 Log off the computer.

2 Log on the computer and log on to your assigned Station.

3 Call up the graphic display T_100x.

4 Call up the Faceplate for x_FC01.

5 Pin the Faceplate to the screen.

6 Change the SP to 430.

7 Call up the graphic display D_100x with a screen target.

8 What are the statuses of the four Pumps?


X_HS62 ______________ x_HS63 _________________
X_HS68 ______________ x_HS69 _________________

9 Return to the T_100x graphic display.

10 Stop and restart the pump P-52.

11 Acknowledge the alarm for x_FC01 from the faceplate and close the
x_FC01 faceplate.

12 Call up the trend that is associated with x_FC01.

13 Change the trend type to Dual.

14 Change the interval to 5 seconds.

15 Use the hairline function to determine the time when the flow stopped.

16 Change the trend type to Multiplot.

17 Return to the graphic display T_100x

18 How many D_100 targets are on this display? _______________

19 Call up the display D_100x.

20 Select the x_HC44 entry box and lower the value with the Lower button.

21 Select the x_HC44 entry box and type in 80 and use the Cancel button to
cancel the operation.

22 Call up the previous display with a function key.

23 Call up a display that provides detailed information about the process point
x_FC02.

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Performance Review
Operate Station

9 Task Action

24 How many alarms have been configured for x_FC02? __________

25 Record the PV High Trip Point


What is the Priority assignment for this alarm?
Which tab did you use to locate this information? _____________

26 Select the PV & OP tab and locate Output limits. Record them below:
Extended High Limit %
High Limit %
Low Limit %
Extended Low Limit %

27 Display the Chart page for x_FC02.

28 Locate the DACA block that provides the controller with PV.

29 Call up the display T_100x and select the Alarm Test button “Alarm Flood”
to generate alarms for the next tasks.

30 Call up the Alarm Summary with the toolbar alarm button.

31 How many alarms are unacknowledged? ___________________

32 Select a point on the Alarm Summary display and call up its Detail display.

33 Display the Alarm settings for this point.

34 What is the current alarm’s limit? ______________

35 Acknowledge the alarm from the Detail display.

36 Return to the Alarm Summary display using the target in the Status line.

37 Call up the Operator Guide and display the following information:


Responding to Alarms\Changing What is Shown in the Alarm
Summary\Using Views.

38 Which of the following represents High priority alarms: Circle your answer.

39 What is the status of any blinking alarm symbol? Circle your answer.
• Acknowledged
• Disabled
• Unacknowledged

40 Call up the display D_100x and select the Alarm Test button “Alarm Flood”
to generate alarms for the next tasks.

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Performance Review
Operate Station

9 Task Action

41 Call up the Alarm Summary display with a function key (F# key).

42 How many alarms are on the display?


Acknowledge Unacknowledged

43 Stop new alarms from being displayed.

44 Record the number of unacknowledged alarms.

45 Acknowledge all the alarms on this screen.

46 Do any of the points look like the figure below?

If they do, what does the strikethrough indicate?


Circle your answer.
Disabled Still in Alarm Returned to Normal

47 Release the Pause function.

48 Use the right mouse button to call up the associated display for x_LC16.

49 What alarm limit has been reached for x_LC16? ___________________

50 What priority has been assigned to this alarm? Circle your answer.
URGENT HIGH LOW

51 To which area does the point x_LC16 belong? _______________

52 Call up the display T_100x and select the Alarm Test button “Alarm Flood”
to generate alarms for the next tasks.

53 Return to the Alarm Summary and acknowledge the Urgent alarm for
x_TI40 only.

54 Filter the display to show only alarms from T100x and D100x.

55 Call up the display E_100x and select the Alarm Test button “Alarm Flood”
to generate alarms for the next tasks.

56 Return to the Alarm Summary display.


Why are none of the alarms for E100x points shown on the display?

57 Remove the filters.

58 Move the Alarm State (priority symbols) so that they appear before the
Alarm Time on the display.

59 • Which column heading would you choose to filter the alarms by


point name? Circle your answer.
• Description Priority Source Condition

60 Filter the alarms to display only the x_FC20 alarms.

61 Clear the filters and sort the alarms to view the oldest at the top of the list.

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Performance Review
Operate Station

9 Task Action

62 Call up your fourth group display.

63 Select the x_FC28 point and place it in AUTOMATIC mode.

64 Change the SP of x_FC28 to 25. Before the PV reaches 25 change the


mode to MAN.
Does this point have PV tracking enabled? Circle your answer.
YES
NO

65 Change the OP to 50%.


The PV should change to 77.5.
What is the value of the SP? _________

66 Can you change this point’s SP while it is in MAN mode?


Circle your answer. YES NO

67 Change the SP on x_LC16 to 75 and then put the point in MAN mode.

68 Did SP stays at the value you entered in the prior step?


Why? __________________________________________

69 Display the Group Trend for your fourth group.

70 What color is the trace for x_FC20? ___________________

71 Delete the first point from the trend.

72 Change the Interval to 1 minute and the number of samples to 180.

73 Return the point x_LC16 to the trend.

74 Call up the next group display (your fifth group).

75 Change the Interval to 6-minute averages and the sample to 90.

76 Use the (BACKWARD button) to recall the fourth group.

77 Zoom in on the x_LC16 trace when the PV changed.

78 Return to a full-scale view.

79 Use the Group Description drop-down menu to recall your fifth group, “D-
100x Pressure Controls”.

80 Change the History offset to display the date for yesterday beginning at 2
pm.

81 Display 6 minute averages with 60 samples.

82 Clear the History and time offsets.

83 Call up the Detail display for x_PC16 from the Group Trend display.

84 Change the mode to MANUAL.

85 What is the Normal mode for this point?

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Performance Review
Operate Station

9 Task Action

86 Use the Normal Mode option to return the point to its normal mode.

87 What is the current PV?

88 What is the Engineering Units (measurement in)?

89 What is the span of this pressure controller? To .

90 Call up your eighth group display and select x_FC31 change the SP to 370.

91 Go to the Detail display of x_FC31 and use the SP ramping function to


reduce the SP to 325 at a rate of 10 engineering unit per minute.

92 Start the Set point ramping.

93 Can you use the SP ramping function for this point from the group display?
Circle your answer. YES NO
Why?________________________________________________

94 Are there any Alarm messages in the Alarm line?


If so, Acknowledge the alarm without going to the Alarm display.

95
What does the alarm symbol indicate?

On the faceplate the symbol has a different appearance .


This is called a __________________ alarm.

96 Call up your first Trend display and select Multirange for the type trend.

97 Identify the parameter that is being trended for x_FC15.


________________________

98 Select the Trend tool in the Toolbar and enter the number for your second
trend.

99 Use the trend list tool at the top of the trend to call up the Trend Summary.

100 Scroll down and select your third trend.

101 Use a key on the keyboard to go back to your first Trend display.

102 Change the type to Triple.

103 Will changing the range from % to engineering units on x_AC12 change the
way range is displayed for x_TI25 and x_FC19?

104 Change it to a Multirange trend.

105 Change the Samples to 120 and the Interval to 6- minute averages.

106 Activate the Hairline in the left side of the graph..

107 Record the date and time where the Hairline intersects the traces.

108 Display your second Trend set.

109 How many Pen boxes are checked?

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Performance Review
Operate Station

9 Task Action

110 Locate the green trace on the graph and uncheck its pen.

111 Identify the trended parameter for x_FC02.

112 Change from % of range to engineering units.

113 Change the trend type to Multirange.

114 Call up the System menu.

115 Select Reports from the options and preview anyone of the reports for your
areas.

116 Call up and display the Events Summary display and limit the view to
today’s events.

117 Filter the display to show the Point ID in ascending order. (A to Z)

118 Click the Date & Time field to display the options.

119 Limit the view to events after 11 am yesterday.

120 Display only Process Alarms.

121 Now add Process Events.

122 Use the Column Organizer and move the Category field below the
Description.

123 Call up the System menu and view the System Status menu..

124 Call Up The Channels Status Display.

125 Which color indicates trouble? Circle your answer.


BLUE RED GREEN YELLOW

126 Leave a message for the next operator.


“The new Pump will be installed on Wednesday.”

127 Call up the graphic display TF_100x.

128 Display the point names.

129 Use your right mouse button to call up the Group display that x_LI32 is in.

130 View it as a Numeric History Group.

131 Change the interval to 1 hour Average.

132 Log off the Station.

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