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Integrated Instrumentation

and
Documentation Software Tools

Disclaimer
This presentation is intended to give
general information on INtools software
and other procedure based on my
knowledge and experience.

Some Design Software

Smart Plant Instrumentation (SPI)

Smart Plant P&ID


PDS (3D Modeling )
Equipment / Plant
Structure
Electrical raceway etc

Smart Plant Electrical


Ele Equipment indices , Cable schedules,
Cable Take-off (BOM) , Ele. load list
Power dist Board (PDB) schedules

Typical Plant Scenario

Plant operator reports fault.


Instrument engineer makes preliminary inspection.
Instrument engineer requires documentation.
Documentation HARD to find and OUT OF DATE
Fault takes EXCESSIVE time to repair.
INCREASED cost and lost production through downtime.

What is Smart Plant Instrumentation ?

A central repository (a location for storage) for


ALL types of instrument related data.
A single source for instrument data and
drawings.
A system that allows the instrument engineer to
keep track of all data changes.
Provision of Up to date, correct information.

What is Smart Plant Instrumentation ?

New Features : Integrates with SmartPlant Electrical


Eliminates re-keying and data checking
Exchange of PLC or other control signal data
INtools exports load data for instruments and cabinets

DCS interface with Emerson and Yokogawa


Down load configuration data between DCS and SPI
Enhanced efficiency of engineering
Reduce risk of mistake

Interface with Smartplant P&ID

Instrumentation is part of the plant life cycle


PLANT
PLANT LIFE
LIFE CYCLE
CYCLE
Basic
Proces Initial
s ideas Concep design
t

Detailed ConstructionOperatio
design
n

Instrumentation

What do the users want?

Ability to find information rapidly.


Information to be consistent, accurate and up to date.
Carry out transactions with efficiency.
Access to shared information from wherever they are located.
Single, consistent interface to find information.
Access a consolidated information set.
See information displayed in the format they need.
Multi level access rights.
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Smart Plant Instrumentation - Modules.

Administration.
Browser.
Instrument Index.
Specifications.
Calculations.
Process Data.
Document Binder
Wiring.
Loop Drawings.
Hook-ups. (Instrument Installation Details)
Calibration.
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Administration Module

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Administration
Creating SPI
Domain
Users, Groups,
and Access
Rights
Creating the
Plant-Area-Unit
Hierarchy
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Browser Module

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Browser Module
Wide-angle view of your instrumentation data
Finding, Sorting and Filter Data in the Browser
View Window
Browse through and modify it from within one
application.
Export data.

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Browser Module

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Browser Module
You can open multiple browser windows that present
information to meet your needs
For example you can create Browsers such as : Control Valve Browser
Cable Browser
Electrical Tag browser

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Instrument Index Module

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Instrument Index Module

Defining Instrument Index Supporting Tables


Creating P&ID drg number , Create lines
Defining a Loop with Its Tags
Duplicating a Loop with Its Tag Numbers
Generate Instrument Index Reports
Typical Loops (Create plant loops )
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Instrument Index Module

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Instrument Index Module


Defining Inst Type Profile

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Instrument Index Module


Defining Inst Type Profile

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Instrument Index Module


Defining Inst Type
Profile

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Instrument Index Module


Defining Inst Type
Profile

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Enter I/O Type

Instrument Index Module


Defining Inst Type
Profile

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Instrument Index Module


Defining Inst Type
Profile
Enter Manufacturer Data

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Instrument Index Module


Defining Inst Type
Profile
Define a Loop with its Tags

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Instrument Index Module


Defining Inst Type
Profile
Duplicating a Loop with its Tags

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Instrument Index Module


Defining Inst Type
Profile
Create Loops in Batch mode
Create your user-defined typical loop
This loop to be used as Template
Create numerous loops from Template

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View and Edit Data

Instrument Index Module


Defining Inst Type
Profile

View Inst Index data in Browser view


Change the layout of Inst Index Data
Edit the Browser view records
Single-Row Editing
Multi-Row Editing
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Instrument Index Module


Defining Inst Type
Profile
Find and Sort Data in Browser View
Sort Data
This option enables you to sort the
displayed tag numbers
Double-click the Instrument Type column
header to sort the tag number

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Instrument Index Module


Defining Inst Type
Profile

Other features : Print the Contents of Browser view window


Change the magnification level
Save the report as external file

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Process Data and


Calculation Module

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Process Data Module


Defines process conditions for all active
devices.
Generate Process Data Reports.
Export & Import process data sheets in .ipd
(INtools process data) format.
Viewing and Editing Revisions.
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Process Data Module


Defining Process Data for the lines (piping)
(1) Defining lines (piping)

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Process Data Module


Defining Process Data for the lines (piping)
(2) Defining line process data and properties

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Process Data Module


Defining Process Data for control-valve

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Calculation Module
The Calculation module includes Four
sub-modules:
Control Valve Calculation
Flowmeter Calculation
Relief Valve Calculation
Thermowell Calculation
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Process Calculation Module


Calculations
The calculation module utilizes the process
data that you have entered in the Process
Data module

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Instrument Specifications Module

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Instrument Specifications Module


Generate Detailed Specifications that comply
with ISA requirements.
Single-tag specification.
Multi-tag (See-List) specification.
Customize Spec Sheet & Specification Forms
with the Page Editor.
External Editor Utility.
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Instrument Specifications Module

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Instrument Specifications Module

Viewing Specification Sheets

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Instrument Specifications Module

Create a Specification Form Data Template


Template Editor

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Instrument Specifications Module

Create a Multi-Tag (see list) Spec Sheet


This spec sheet is comprised of one common first
page and an additional page or pages for each tag
Such multi-tag spec sheet can be created using
forms available in the form library

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Instrument Specifications Module

Instrument Specification Sheet Revisions


The revision feature is used to keep track of changes
in spec sheet during life cycle of a plant

Add revision globally when a whole class of


instruments may have changed

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Document Binder Module

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Document Binder Module


Maintain and Control sets of related
documents.
Documents can be Grouped according to
a common property.
Create a New Technical Specification.
Form Notes and General Notes
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Document Binder Module


Used to gather instrument specification sheets
and other related INtools documents that need to
be maintained together as a document package
You can group the spec sheet , for example
instrument associated with a particular vendor,
location , or plant design phase etc
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Wiring Module

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Wiring Module

Default Panel (DCS/ PLC/ JB --) & Cables.


DCS Management (I/O assignment).
Multipair cable wiring,Automatic Cross Wiring.
Tracing Signals, Connection Report.
Real-time Tag number signal propagation.

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Loop Drawings
Automatic generation of Schematic Drawings.
CAD Independent. (Supports SmartSketch,
AutoCAD, MicroStation)
Watermark and Redlining.

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Wiring Module
Features :Plant Panel Manager
Displays the field device panels created
together with the tags

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Wiring Module
Default Panel Manager
Create Junction Boxes, Strips, Marshalling
Rack, Fuse, Power-supply etc

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Wiring Module
Default Panel Manager
Edit Terminals

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Wiring Module
Default Panel Manager
Create DCS default cabinet
Right-click New Inst panel DCS
Create A/I card within the DCS cabinet

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Wiring Module
Copy Default Panels to the Plant Panel Mgr
Open Default Panel Mgr and Plant Magr
Drag and drop

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Wiring Module
Similarly you can create default cables and
copy to plant panel manager

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Wiring Module
Making Connections

Drag and Drop cable to terminals

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Wiring Module
DCS I/O Assignment
Open I/O assignment window
Drag & drop required tag

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Example of Wiring

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210-CV-403
Takraf

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210-

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Scope

Scope of Supply and System integration


Surge Feed Conveyor 210-CV-403
Field Instruments

Vendor

Junction Boxes
212-EE-402

E-House
JV

Marshalling Panels
Patch Cables
DCS I/O Panels

Honeywell
DCS ( CONTROL-ROOM)
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Typical Wiring Scheme

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Marshalling Panel Wiring

210-DCS-411

TBDC
FL-01

TB-A

TB-B

Cross Wires

RR-07
TB-1

FL-01

RR-09
TB-1

ISOL GNDBAR LEFT


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Field Wires

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I/O Assignment

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Loop Drawings

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How to generate loop Drawings


Click Loop Dwgs on tool bar
Loop Drawings Module opens
Click Explorer at bottom of module
Select loop tag
Generate by Enhanced Smart loop method
Adjust components and text
Save position
Enter details in title block

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Typical Loop Drawing

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Fieldbus Wiring

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Fieldbus Wiring
Fieldbus is digital bi-directional communication

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Fieldbus Wiring

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Fieldbus Wiring

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Fieldbus Wiring
Fieldbus wiring features in INtools
Creation of Fieldbus tag numbers in Index module
Generation of Instrument specification in Spec Module
Fieldbus segment manager provides for the creation and
management of Fieldbus segments, association of instruments
with appropriate segments, and creation of virtual tags (Multiprocess variable instruments

Create the required fieldbus cables (homeruns and spurs)


Manage the termination accessories
Create the required stripes or junction-boxes
Generate wiring diagrams and Loop drawings
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Fieldbus Wiring

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Fieldbus Wiring

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Megablock

Fieldbus Wiring

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Hook-Ups (Installation Details) Module

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Hook-Ups (Installation Details) Module

Create the required Hook-Up types (categories)


Create appropriate Hook-Ups within Hook-Up types
Associate the actual CAD drawings to INtools Hook-Ups

Build a fittings library


Associate the fittings to the appropriate Hook-Ups
Generate a Bill of Material
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Calibration Module

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Calibration Module
Specify a large variety of calibration
parameters such as calibration ranges, trip
point values, and alarms.
Loop Error Calculation
Calibration History
Calibration Reports
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INtools Workflow

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Set project defaults

INtools Workflow
Process
Process
Data Entry

Create Loops and Tags

Instrumentation

Tag P&IDs
Import Tag from
Smart P&IDs

Controls

Develop Inst
Data Sheet

Create
JB & Cables

Create
Control Panels

Issue RFQ

Create
Marshalling
Panels

Complete I/O
assignment

Verify Vendor
Data calculations
Finalize
Data-Sheet

Complete
Wiring
Create Loop
Diagrams

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INtools Workflow
Instrumentation
Finalize Data-Sheet

Create Loop Diagrams

Installation Details

(Hook-ups)

Issue Instrument Index

Project Closeout
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Conclusion

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Who would use SPI ?


EPC users
Plant conceptual design.
Detailed design.
Construction.

Owner/Operator users
Commissioning.
Operation/Maintenance lifetime.
During upgrades and plant modifications.
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Typical plant scenario using INtools


1. Plant operator reports fault.
2. Instrument engineer makes preliminary
inspection.
3. Instrument engineer requires
documentation.
4. Documentation EASY to find and UP TO
DATE.
5. Fault takes SHORTER time to repair.
6. REDUCE cost and MINIMISE downtime.
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Managing the Complete Lifecycle

Compose instrument specifications


Define process conditions
Interface with process/P&IDs
Perform instrument calculations
Manage specification sheets, create RFQs
Produce CAD loop drawings, instrument hookups
Match contracted activities to contractors
Comprehensive database on instruments & loops
Interface with control systems
Manage instrument wiring & signaling
Manage maintenance & calibration data
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Questions?
Open discussion
Thank You
Kamlesh Dave
kamlesh6759@gmail.com

289-232-5200

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