Complete Field Instrumentation Engineering Course

Define what a P&ID is and its role in engineering. It links process, equipment, and instrumentation to support design, maintenance, and regulatory compliance.

Discover how a P&ID captures process information, mechanical equipment data (name, number, capacity, design conditions, materials), instrument details, piping information, and control interlocks, enabling cross-department engineering and vendor interfaces.

Explore P&ID symbols and identifications, including common valve symbols (gate, globe, ball, butterfly, plug), instrument signals (electrical, pneumatic, fiber optic, digital, ultrasonic), and typical flow, temperature, and level meters.

Review P&ID symbols, line and tag numbers to identify instruments, and explain transmitter, flow element, and orifice symbols and their open, closed, and complex loop connections.

Review P&ID details to identify instrument locations, alarm tagging, and transmitter mounting; learn how signals, digital communications, and cables connect field devices to the control system.

Learn how line number and line size affect inline instrument siding, insulation and dressing choices, and how PMS and piping material specifications guide process connections and instrument design.

Coordinate with process, piping, mechanical, electrical, civil, and quality teams to develop instrument data sheets and specifications from process data, and manage documents, procurement, and vendor and client coordination.

Explore the working principle of magnetic flow meters based on Faraday's law, including electrode arrangement, induced voltage proportional to flow velocity, and polarity reversal to eliminate interference.

Explore magnetic flow meter components, including sensor and transmitter (direct or remote mounted) with sensor body parts: tube liner, electrodes, magnetic coil, grounding ring, flange, and interconnecting cable.

Prepare technical data sheets for magnetic flow meters by identifying inputs, process conditions, and vendor requirements; define general information, sensor elements, transmitter details, ranges, and certifications to meet client specifications.

compare bidder technical quotations to assess suitability for field instrumentation projects, detailing project requirements, tag information, certifications, and vendor capabilities for a magnetic flow meter.

install magnetic flow meter with a bypass line for maintenance, ensure correct orientation to avoid bubbles at electrodes, and provide upstream and downstream straight runs of five d for accuracy.

Explore dimensional drawings essential for 3D modeling, verify transmitter orientation and pipe replacement with a flow meter, and capture meter dimensions, including vertical dimensions and lifting weight, for project reviews.

Explore the working principle of the vortex flow meter, where differential pressure across the center bar causes oscillations at a frequency proportional to fluid velocity, enabling measurement of volumetric flow.

Review meter sizing and vendor calculations using process data, auto and manual selections, and assess pressure loss, minimum/maximum flow, and accuracy to select a suitable meter.

Create and complete a technical datasheet by following a process: review the period, gather general information, apply the PDS and PMS, specify sensor and meter details, and set calibration ranges.

Analyze technical bids by preparing and reviewing the datasheet, aligning bidders with project requirements, and using a structured technical analysis to compare vendors before selecting the supplier.

Ensure proper installation and dimensional drawings for Vertex Lomita, with supplier submissions of model, tag, rating, and material for 3D models reviewed by engineering before manufacturing.

Understand the working principle of Coriolis flow meters: driven tubes create Coriolis forces, pickup sensors measure phase shift to quantify mass flow, volumetric flow, density, and temperature.

Explore the parts construction and mounting of a Coriolis meter, including the meter body, flow tube, driving and sensing coils, transmitter options (integral and remote), and junction box.

Select suitable materials for Coriolis meters based on process fluids and temperature, and review technical specifications, including up to 12-inch process connections and -200 to 300 C range.

learn to size coriolis meters by reviewing vendor calculations and procedures, inputting process data, and evaluating pressure drop and accuracy at maximum and minimum flow.

Learn to prepare a technical data sheet for flow meters, detailing sensor information, process connections, housing and coating, transmitter options, and cable entry requirements.

Perform a structured technical bid analysis to compare vendor proposals, capture Coriolis meter specifications, and review dimensional drawings for accurate 3d modeling and final approvals.

Explain the working principle of the orifice flow meter using differential pressure and Bernoulli’s theorem, including the orifice plate and upstream/downstream taps that relate flow to volumetric and mass flow.

Apply orifice meters in natural gas, water treatment, oil filtration, refineries, and petrochemical plants, highlighting low cost and easy installation, but noting lower accuracy and high pressure drop.

Explore three orifice flow meter types—faceplate, integral orifice, and restriction orifice—and learn selection rules for pipe size, tapping methods, and ISO 5167 standards for accurate differential pressure flow measurement.

Explore beta ratio and differential pressure across an orifice plate to measure flow in field instrumentation, covering pressure tapping, upstream-downstream dynamics, and ISO flange tapping standards.

Assess upstream and downstream straight length requirements for an orifice plate per ISO 51672, accounting for elbow configurations, beta ratios, RTD model checks, and isometric and vendor recommendations.

Prepare technical data sheets for Orpheus meters by integrating ID, process data, and PMS with client specs, then size using differential pressure and beta, noting vent, drain, and tapping details.

Verify dimensional drawings against data sheets by checking type, tap size and location, plate material and thickness, and ensure BOM items such as gasket, plug, meter, and spool length align.

Explore the working principle of venturi meters: reducing the cross-sectional area at the throat creates differential pressure between upstream and downstream, which a transmitter converts into flow.

Explore venturi meter applications across water, sewage, mining slurry, chemical plants, power, oil, LNG, steam, and cryogenic processes, and note its high accuracy, low pressure loss, and large-size drawbacks.

Explore venturi meter designs, including flange and welded configurations, with parts such as inlet/outlet flanges, throat, reducer, expander, straight sections, and pressure taps, and learn PMS-based material selection.

Develop technical specifications and data sheets for venturing meters by applying fabrication standards, body materials, flange and process connection details, tapping configurations, and ISO 51674 requirements.

Learn to determine straight length requirements for DPI-type flow elements and compile technical data sheets for venturi meters, including process data sheets, PDS, and vendor specifications.

Review vendor calculations for venturi meter sizing, verify pipe data and process data, compare pressure loss with allowable limits, and ensure tag numbers and dimensional drawings align before manufacturing.

Select tapping and transmitter placements by fluid type—liquid, wet gas, dry gas, or steam—using horizontal, vertical, or 45-degree orientations, with gentle or slightly lower tapping as needed.

Explore temperature gauges, including metallic type and field system type with liquid-filled and gas-filled variants, and learn their working principles using bimetal expansion and bourdon tube deflection.

Explore the parts of temperature gauges, including dial pointer, stem and bulb, capillary fill systems, and process connections like nipple and adjustable connectors, with pressure-driven dial readings.

Explore the technical specifications of temperature gauges for metal and fill systems, including dial sizes, materials (304/316 stainless steel), stem dimensions, BSP connections, and accuracy ranges.

Prepare technical data sheets for temperature gauges, detailing general information, process conditions, sensing elements, and calibration and materials certificates.

Conduct a technical bid analysis to compare three bidders’ temperature gauges and calibration ranges, and attach annexures for tag numbers and compliance to determine the most suitable option.

Explore dimensional drawings and mounting options for temperature gauges, including lower connection, back connection, every-angle, and panel mounting, plus remote configurations for accessible field installation.

Explore the working principle, selection criteria, and parts of pressure gauges, including Bourdon tube, diaphragm, bellows, and capsule types, with mounting, installation, and material and fill fluid technical data.

Choose pressure gauges by fluid composition, corrosion risk, and temperature 85–90 °C, then evaluate diaphragm seal variants, mounting options, pulsation effects, and required accuracy and dial size.

Examine pressure gauge parts, including bourdon tube, cage, dial, pointer, and process connections; learn how deflection, fill fluid, and rack-and-pinion or diaphragm mechanisms translate pressure into a reading.

differential pressure gauges measure the difference between lp and hp pressures using diaphragms, producing a resultant pressure that drives a mechanism and moves the pointer to display the reading.

Select appropriate pressure gauge types (bourdon tube, bellows, diaphragm, differential with diaphragm seal) and prepare technical data per N 837 and RSM B 40.100, covering dial size and mounting.

Select pressure ranges, including vacuum, gauge, and absolute, for field instrumentation. Determine material choices and fill fluids based on temperature and process conditions.

Develop and organize comprehensive technical datasheets for pressure gauges using Excel data sets and detailed specifications, including mounting type, connections, materials, damping fill fluid, diaphragm seal options, and calibration ranges.

Explore mounting and installation options for pressure gauges, including diaphragm seal and bourdon tube types, with flange, empty, and NPT connections, plus accessories like siphons and damping for pulsation.