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Experion PKS
Operator Course
EXP01R201
06/2004 Rev 01
www.plcworld.cn
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.
Experion PKS
Operator Course
EXP01R201
06/2004 Rev 01
www.plcworld.cn
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.
Topic: Using a PC
Contents
Operating a Personal Computer............................................................................................................2
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.
Once you are in the building, or on the computer, you will want to go to a particular place. To open
Selecting the Program target will display a list of programs that are on the computer.
Practice
Practice logging on to the computer and using the basic Windows tools.
9 Step Action
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.)
Click the Start button on task bar and select Programs, then
Accessories, then Notepad to open the Notepad application.
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).
9 Step Action
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.
9 Step Action
The SHORT LINE ( ) button is the minimize button, the OPEN SQUARE
( ) is the maximize button, and the X ( ) button closes Notepad.
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.
Performance Review
Log on the computer and use basic window tools. Refer to the Practice Lab if you need help.
9 Step Action
6 Maximize Notepad.
Signing Off
You only need to sign off if you have changed to a security level other than OPER.
9 Step Action
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.
ATTENTION
Practice
Starting the Experion PKS® Station:
9 Step Action
2 Select Station.
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.
9 Step Action
4 From the default station, select the Station target on the menu bar.
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.
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
5 Select the station Stationx (on your station the X will be your assigned
operator letter)
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.
TIP
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.
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.
Practice
Given a view-only station (station-based security), which of the following can you do?
3 Acknowledge alarms.
1 VIEW Only
2 ENGR
3 MNGR
4 OPER
5 SUPV
1 Key locked
2 Locked out
4 Station beeps
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
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>
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.
Explanation
Menu bar
Display
Alarm Line
Status Line
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.)
Practice
Practice using some of the tools:
9 Step Action
1 Locate the Menu bar and record the name of the first Menu item.
___________________________
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.
________________________________
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.
5 Double click the first item on the list. “Menu Summary” to display
the online help.
Menu bar
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
Edit
Use this menu to cut, copy, and paste text from Message Pad.
LEARN BY DOING
9 Step Action
TIP
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
2 Select the Message Pad target to call up the display where you can enter
information or messages for other operators.
Control
This menu enables you to make control changes to a selected point.
LEARN BY DOING
9 Step Action
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
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
Help
This menu enables you to display online documentation such as the Operators Guide or Knowledge
Builder.
LEARN BY DOING
9 Step Action
You will use these menus as you progress through this course.
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
Help
Use this menu to display online documentation such as the Operators Guide.
9 Step Action Result
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.
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
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.
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.
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.
Action
Use this menu to acknowledge and silence alarms, request a report, load a recipe, and perform
printing functions.
9 Step Action Result
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.
Associated Display — Calls up the display associated with the object that
is in alarm or the selected object
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.
The next five Toolbar buttons are used to navigate from one display to another or to refresh a
display.
Button Description
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.
5 Click the down arrow ▼ to the right of the Navigate Forward button.
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.
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.
Clear— Cancels the newly entered value, and returns it to its original
value.
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).
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.
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)
Click here
Click here
Click here
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>
Practice
In this practice you will use the Function keys to call up displays.
9 Step Action
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.
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.
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
Alarm Summary
Trend
Group
Detail
Function keys
F1 System Menu— With selectable display objects to
navigate to summaries and displays.
F3 Alarm Summary
F7 Trend
F6 Group
F12 Detail
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.
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.
Explanation
Point Detail
Example of Point Detail display
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
2
Click the (Detail) toolbar button.
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.
Group Display
Example of Group display
Calling up Group
There are two ways to call up a group display from the Menubar and the tool bar
From the Menubar
2 Select a group.
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.
1
Select the Group Summary tool above the group display on the right.
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
2 Type the Trend number (3) in the command zone and press <Enter>.
1 Select View, and then select Trend Summary. The Trend Summary is
invoked.
It lists the configured trends by name and number.
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.
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
5 Action—the action associated with the event such as ACK (acknowledgment of an alarm).
8 Value of the point parameter changed, for example the new Setpoint of X_PC15 = 1400.
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.
1 Use the View menu item on the Menubar and select the System Status
target.
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:
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.
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.
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>.
A. B. C.
9
Use the button in the Trend display to call up the Trend Summary 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.
9 Step Action
22
Call up the System Menu use the Tool bar button .
Call up a list of Displays.
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.
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.
Item Description
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
Practice
Lets practice using display object to call up other displays or to perform a function.
9 Step Action
2 Select the gray pushbutton at the bottom of the display with the label: Name.
The names of the points are now visible.
6
Close the faceplate with the (WINDOW CLOSE) button.
You will use the Faceplate later.
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.
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
6 Reload a Page.
10 Use the Back and Forward tool pull down menus to select a display that was
recently closed.
16 Select a point on the Alarm display and acknowledge the Alarm with a
function key.
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.
9 Task Action
ATTENTION
Some points in your groups may be View Only points which means you
cannot make control changes to these points.
Detail display
Each point has a Detail display with tabs that contains all the important parameters and settings for
that point.
Explanation
Group Displays
If required, you can display the group's trend and numerical history details by choosing the
appropriate option from the View As list.
One control
point
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.
Process Variable
(PV) cyan
Engineering
Units
Out put
(OP) gold
The digital view
Low range
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.
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
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)
Point ID &
Description
Mode Attribute
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.
Tab Content
Main Execution and Control, Control Windup, Safety Interlocks and Red tag, Alarm
Enabling and Summary, Mode, and QVCS information.
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
Chart Control blocks in chart format showing input and output connections
Output States Output State I/O Assignments, and Output Options and Values
Chart Control blocks in chart format showing input and output connections
Practice
9 Step Action
Click the (DETAIL/SEARCH) button and type in the point name, x_FC01.
6 Select the Setpoint tab and locate the Set Point Input Range.
8 Select the PV & OP tab and locate Output limits. Record them below:
Extended High Limit %
High Limit %
Low Limit %
Extended Low Limit %
ATTENTION
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.
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:
2 Select a Group.
Alternately
Step Action to call up a Group Detail display whose number you know:
2 Type the Group number in the entry box and press ENTER.
1 If the point mode (MD) is not MAN, change the mode to MANUAL.
3 Type in a new value and press the ENTER key to complete the entry.
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.
Practice
9 Step Action
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.
9 Change the OP back to 50% and return the point to NORMAL mode.
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).
In the example that follows, the cascaded points are x_TC10 and x_FC15. The flow controller has
PV Tracking enabled.
Learn by doing.
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.
Practice
9 Step Action
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.
LEARN BY DOING
9 Step Action required to adjust a point without PV tracking
4 When desired PV is reached, select the SP and enter a value equal to the
PV.
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
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.
LEARN BY DOING
9 Step Action required to adjust a point without PV tracking
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.
Practice
9 Step Action
4 When the desired PV (420) is reached, select the SP and enter a value equal
to the PV.
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.
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.
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.
Explanation
DACA Point
Data Acquisition Analog Points brings input values into the block and displays the Process value in
the appropriate format.
PV
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 to actuator or
Field device
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.
PID
SP PV OP MD
SP
PV
OP
MD
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
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.
1 ID 11_HS14A
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.
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.
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.
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.
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.
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:
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:
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.
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
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.
4 Click the Set Point tab. The set point information tab is
invoked.
Practice
9 Step Action
5 Which mode causes the PV tracking to force the SP to equal the PV?
AUTO
MAN
CAS
B-CAS
Circle the correct answer.
2 Change the mode of the secondary to Auto and note that the primary
initializes.
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.
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
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.
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.
Practice
Changing Control Mode from Group Detail display.
9 Step Action
4 Use the NORMAL option to return this point to the normal mode.
8 Use the Page Down button on the toolbar to go to your 3rd group.
High Range
PV
Low Range
LEARN BY DOING
9 Step Action
Practice
9 Step Action
* 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
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>.
Practice
9 Step Action
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.
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.
Scale
controls
Sample’s trace color
matches point
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.
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.
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.
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.
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).
ATTENTION
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.
Practice
9 Step Action
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.
TIP
Check the base of the point’s Faceplate to determine trace color.
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.
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.
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.
9 Step Action
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.
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.
21 Recall your 7th group, “E-100x Reboiler Control”, using the Group
Description drop-down menu.
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.
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.
File Sizes
History Types Intervals
Duration Number of Samples
The date is entered in the same format as the date shown below the entry
box (DD-MMM-YY) in the Status Line.
ATTENTION
Practice
9 Step Action
1 Call up your 7th group display and view it as a Numeric History Group.
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.
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.
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.
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.
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.
Selectable options
Mode list box
target
Normal Mode
The Main Page of the Detail displays the Normal mode.
Practice
9 Step Action
3 Locate the Mode section in the Main Page of the Detail Display.
What is the Normal mode for this point?
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.
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.
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.
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:
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.
Practice
9 Step Action
5 Call up the Detail Display for x_PC15. What is its current PV?
8 Call up the Alarms Page for x_PC15 and record the PV alarm limits.
9 Call up the Detail Display for X_PC16 and select the Alarms tab.
1 Call up the Detail display for x_LC16 and select the Set point Tab.
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.
Practice
9 Step Action
1 Call up the Detail Display for x_FC01 and record the largest set point that you
can enter? ____________
Explanation
LEARN BY DOING
9 Step Action
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%.
4 Select the OP and hold the <F10> until the OP reaches 45%.
Warning, it would be very easy to overshoot the desired value.
Practice
9 Step Action
4 Press and hold the <F9> key and increase the OP to 60%.
7 Call up the Alarms tab and locate the OP low alarm limit.
What is the OP Low Trip Point? _________________
Explanation
1 2 3 4 5 6 7
1 Main Execution & Control, Control Windup, Safety Interlocks & Red tag,
Alarm Enabling & Summary, Mode, and QVCS information.
3 Set Point SP Processing/Tracking. Timeout, Set Point Ramping, Set Point Input
Range.
5 Alarms Alarm Configuration, Data Acquisition Block Options, PID Block Options
7 Chart Control blocks in chart format showing input and output connections
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
Chart Function block diagram of the point showing input and output connections
2
1
1
Item Description
The point is loaded but not being processed. OP holds at value when point was
inactivated.
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.
3
2
Item Description
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.
1 4
Item Description
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.
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%.
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.
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.
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.
Practice
9 Step Action
5 Which Page contains the Set Point Input Range Limits? ______________
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?
______________
Terms
Explanation
1 Select point.
2 Go to Detail Display.
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.
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
5 Select the Requested Ramping Rate and enter 10 EUs per minutes.
2 To restart the Ramp, change the Set Point Ramping State to RUN.
Practice
Starting the SP Ramping:
9 Step Action
1 Call up x_FC32.
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.
Operator Operator can directly control secondary loop during certain modes of operation,
such as Startup.
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
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.
Practice
9 Step Action
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.
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.
2 Select a point.
3 Change MD (mode).
4 Change SP (setpoint).
13 Locate OP limits.
14 Use the detail display tabs to view Alarms for the point (block).
17 Select the Main page of the Detail display and determine the Normal mode
for this point.
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)
9 Task Action
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.
35 Clear the trend date and time to the current date and time.
38 Return to the Detail display from the Group Trend using a Function key.
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?
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.
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.
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
LEARN BY DOING
9 Step Action
8 Left click the Fan Controls button to display a list box with controls for the fans.
10 Click on the pump X_HS63 to call up the device control point’s faceplate.
You now have three faceplates on the screen.
12 Click x_FC20.
When you selected the point the faceplate for the Fans closed and the faceplate
for x_FC20 opened.
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.
4 Display the point names and left button click the control box for X_FC17 to
display its faceplate.
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.
14 Use the Back icon on the toolbar to call up the T_100x display.
Explanation
Many objects have both
• Left button click action
• Right button click action
LEARN BY DOING
9 Step Action
4 Select the Group option. The first group this point was assigned to is called
up.
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.
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
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.
9 Select the X_TC10 control object and pin the faceplate to the station screen.
11 Call up the faceplate for x_TI21 and record the point description.
_____________________________________________________.
It is in the box just below the pushpin.
13 Right click the control object for this point (x_TI21) and call up the Trend
display for this point.
9 Step Action
<F8> or
Faceplate
SP OP
Select to enter Select to enter
new value new value
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.
7
You can acknowledge the alarm by clicking (Ack/Sil button) on the
faceplate.
LEARN BY DOING
9 Step Action
Current output = OP
Current state = PV
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.
Alarms Summary
Alarms are listed in the Alarm Summary, which provides a one-line description of each alarm.
Detail Display
A Point Detail display shows the current value of each parameter for a particular point including
active and ghost alarms.
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.
Main Idea
Example of Alarms Display
Explanation
Alarms are listed on the Alarm Summary, which provides a one-line description of each alarm.
1
Click the (Alarm Summary) toolbar button .
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.
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.
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.
Practice
9 Step Action
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.
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.
11 Go to its Alarms tab and list the alarms that have been assigned to this point.
• 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.
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.
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.
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.
Lets look at the Alarm Summary to determine the points in alarm and the conditions that produced
those alarms.
Item Explanation
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
*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.
Practice
9 Step Action
1
Call up the Alarm Summary with the toolbar alarm button.
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)
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.
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:
1
Select the alarm and click (Alarm Acknowledge) toolbar button.
• 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.
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.
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.
ATTENTION
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.
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.
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
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
The Alarm Summary changes to list alarms in ascending order according to the area.
To remove filtering
TIP
Practice
Using The Area Filters
9 Step Action
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.
2 When the menu is displayed, select the option to show only Active alarms.
Filters
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.
Customizing a filter
9 Step Action
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.
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.
8 Create a custom filter to show only your points that are x_FC.
TIP
The toolbar
1 2 3 4
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.
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
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:
You can select more than one area by holding the Shift key down while click on each area that you
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.
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.
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.
Practice
Instructions: Call up the Alarm Summary Display.
Use the Area Pane to limit the information shown on the Alarm Summary.
9 Step Action
2 Select the show Area view button where the information is displayed.
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.
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.
10 Click the Show All Areas button on the Area pane to restore all alarms to
your Alarm Summary display.
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
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.
3 Now select the Alarm States button above the alarm symbols and select
Unacknowledged from the options.
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.
5 Select After.
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.
3 Recall the menu and select the (All Areas) to clear this selection.
3 Use the wild card to remove all points that begin with x_TI.
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).
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.
Use the Details Pane to view and enter comments related to an individual alarm event.
9 Step Action
3 The Detail Pane is called up, now click the Comments tab.
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.
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
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
4 From the Condition Field, exclude all alarms that are output related, use the
Custom filter and does not equal OP*.
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
Practice
No practice is provide as this is function requires a higher-level access than OPER.
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.
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.
3 Select a point on the Alarm Summary display and call up its Detail display.
7 Return to the Alarm Summary display using the target in the Status line.
11 Adjust the display to include points from the areas T100x and E100x.
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.
9 Task Action
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.
21 Which column heading would you choose to filter the alarms by point name?
• Description Priority Source Condition
Circle your answer.
24 Clear the filters and sort the alarms to view the oldest at the top of the list.
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.
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.
33 Call up the faceplate and notice that the symbol has a different appearance
. This is called a __________________ alarm.
Acknowledge the alarm.
Explanation
A Trend display can plot up to eight traces.
Each trace is assigned a color that is displayed next to the Point ID.
Explanation
Upper portion of Trend Set display
1 2 3 4 5 6
Item Description
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 %.
Item Description
8 Target to restore trend to full range after zoom feature has been used.
9 Scroll bar.
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
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
Practice
Interpreting the display
9 Step Action
Answers: (1) PV, (2) 7, (3) 100, (4) 1 minute, (5) Multiplot
• 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
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.
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.
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.
• 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.
Dual A bar graph of the firsts two points on the Trend, each point has its
own graph.
First point
Second point
Triple A bar graph of the first three points on the Trend, each point has its
own graph.
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)
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.
Practice
Changing the trend type
9 Step Action
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.
File Sizes
History Type
Intervals
Types #
Duration Number of Samples
2 hours - 72
Fast History 6 1 to 30-second snapshot 8652
hours
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.
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.
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.
11 Change the display to show % for the middle graph. Click the list box showing
EU and change it to %.
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.
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.
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.
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.
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.
Practice
Using the Hairline function
9 Step Action
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.
.
Note the second graph still has the Hairline.
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.
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.
To add a point to an empty field is more complicated and may require ENGR level access.
LEARN BY DOING
9 Step Action
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.
LEARN BY DOING
9 Step Action
5 Select the desired point and then click Apply to add the point to the trend.
LEARN BY DOING
9 Step Action
2 Select the display value, the list box value, and select the black item at the
top.
ATTENTION
Practice
Turning The Trend Pens On And Off
9 Step Action
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.
2
Click the box next to the blank Point ID field.
The Point Browser popup is displayed.
6 To add the parameter, click in the blank parameter field to display the
parameter list box.
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.
1 Call up the 3rd Trend display and select either a Multirange or a Multiplot type
trend, change the interval to 5 seconds.
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.
Practice
1Changing parameters
9 Step Action
1 Call up the 3rd Trend display and select Multirange for the type trend.
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.
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.
TIP
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.
Practice
Changing The History Off Set Values
9 Step Action
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.
Practice
9 Step Action
8 Delete a pen.
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.
16 What is the value and time at the Hairline for the first point on the trend?
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.
Topic: Events
Contents
Obtain historical information ..................................................................................................................2
Print or display alarm/event summary ...................................................................................................3
Print or display a report on request .....................................................................................................11
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.
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.
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
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
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
Practice
View Events
9 Step Action
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.
2 Use the scroll bars to locate the Category option and select the checkbox to
add it to the Event Summary.
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.
2 The current screen will be printed at the printer that is configured for your
Station.
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
Explanation
Requesting a Report
ATTENTION
To Request A Report
9 Step Action
Alternately
1b
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.
Practice
Requesting And Printing A Report
9 Step Action
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.
Or,
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.
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.
1 Select View
3 Select Channels.
Alternatively
LEARN BY DOING
9 Step Action
Practice
At this time there is not a practice lab for this lesson.
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
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
11 Acknowledge the alarm for x_FC01 from the faceplate and close the
x_FC01 faceplate.
15 Use the hairline function to determine the time when the flow stopped.
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.
23 Call up a display that provides detailed information about the process point
x_FC02.
9 Task Action
26 Select the PV & OP tab and locate Output limits. Record them below:
Extended High Limit %
High Limit %
Low Limit %
Extended Low Limit %
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.
32 Select a point on the Alarm Summary display and call up its Detail display.
36 Return to the Alarm Summary display using the target in the Status line.
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.
9 Task Action
41 Call up the Alarm Summary display with a function key (F# key).
48 Use the right mouse button to call up the associated display for x_LC16.
50 What priority has been assigned to this alarm? Circle your answer.
URGENT HIGH LOW
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.
58 Move the Alarm State (priority symbols) so that they appear before the
Alarm Time on the display.
61 Clear the filters and sort the alarms to view the oldest at the top of the list.
9 Task Action
67 Change the SP on x_LC16 to 75 and then put the point in MAN mode.
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.
83 Call up the Detail display for x_PC16 from the Group Trend display.
9 Task Action
86 Use the Normal Mode option to return the point to its normal mode.
90 Call up your eighth group display and select x_FC31 change the SP to 370.
93 Can you use the SP ramping function for this point from the group display?
Circle your answer. YES NO
Why?________________________________________________
95
What does the alarm symbol indicate?
96 Call up your first Trend display and select Multirange for the type trend.
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.
101 Use a key on the keyboard to go back to your first Trend display.
103 Will changing the range from % to engineering units on x_AC12 change the
way range is displayed for x_TI25 and x_FC19?
105 Change the Samples to 120 and the Interval to 6- minute averages.
107 Record the date and time where the Hairline intersects the traces.
9 Task Action
110 Locate the green trace on the graph and uncheck its pen.
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.
118 Click the Date & Time field to display the options.
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..
129 Use your right mouse button to call up the Group display that x_LI32 is in.