
Join WR training to explore core concepts of process control and instrumentation within the 16 hour masterclass, setting a practical foundation for applications and system optimization.
Explore a 16-hour masterclass on process control and instrumentation, covering PID tuning with Ziegler-Nichols, valve actuators, process control loops, CIS safety systems, and temperature, pressure, flow, level instruments.
Explore the fundamentals of automatic process control, covering hvac and process control, and learn how actuated valves and variable speed pumps respond to changes in temperature, pressure, flow, and level.
Ensure safety, stability, and accuracy in process plants with automatic controls, keeping operations steady, preventing fluctuations and unplanned shutdowns, and boosting quality, production rates, and economic efficiency.
Learn standard control terminology through a water tank example: manipulated variable, control device, control agent, controlled variable, set point, deviation, and offset to maintain the desired water level.
Shows how a sensor, controller, actuator, and controlled device work together to keep a tank at a set point, with deviation and offset explained.
This lecture analyzes a routine process with no valuable ingredients, where water overflow and starvation affect stability; operators must stay vigilant, as accuracy is limited to visible errors.
Explore key process control terminology—set point, desired value, control value, deviation and offset, sensors, controllers, actuators, and valves, and how they regulate controlled media and conditions.
Compare a manual level control with a temperature control setup using steam to heat incoming water, illustrating why automatic controls are needed for rapid changes, residual heat, and overtemperature alarms.
Demonstrate automatic process control by examining temperature as the controlled condition, with temperature sensors as the measuring element and control valves as the focus of the control device.
Explore the basic components of an automatic control system, including sensors, controllers, actuators, and valves, and learn how energy sources and configurations shape their operation.
Move forward through the process control and instrumentation masterclass by preparing for the next section.
Explore modes of control in automatic temperature systems, from on-off valve actions to continuous valve positioning, with sensors, actuators, controllers, and the set point.
Explore on/off control, a two-step thermostat system with upper and lower switching points and a switching differential that governs heat delivery from a steam coil through a valve to water.
Explore continuous, modulating control of valves using proportional, integral, and derivative actions, including P, I, D combinations, where integral and derivative serve as corrective elements of proportional control.
Explore proportional control (P) as the basic continuous control mode, showing how the proportional band affects stability and offset, illustrated by a water tank analogy.
See how proportional temperature control maintains 18°C by a valve opened via electrical actuator, using a 6% proportional band and room temperature feedback.
Gain is the reciprocal of the proportional band, increasing output for a given error. Wider proportional band lowers sensitivity but improves stability; choose the smallest band to minimize offset.
Examine reverse acting and direct acting in proportional control. Heating closes the valve with rising temperature, and cooling opens it; pneumatic controllers invert the output via the dial.
Examine the Foxboro 43AP pneumatic indicating controller through an industrial example. Learn how proportional band, gain, reset, and integral/derivative terms shape temperature control loops, with manual and auto operation.
Explore how proportional control creates a constant offset when load varies, illustrated by a space heating example with an 18°C set point and a 6% proportional band.
Apply a manual reset by adding a two-degree offset to the set point, shifting from 18°C to 20°C while maintaining the same 83% valve opening.
Integral action, embedded in an automatic proportional controller, eliminates steady-state error by integrating control deviation over time, with adjustable integral action time and repeats per minute for auto reset action.
Explore integral control in process control systems, detailing overshoot due to time lags, the risk of integral windup, and remedies like rate or derivative action and near-equilibrium inhibition.
Explore how derivative action responds to the rate of change in a process signal to minimize overshoot, especially with time lags, and learn how t_d tunes a pid controller.
Explore how proportional, integral, and derivative actions form pid control, a three-term controller, balancing stability, offset compensation, and rapid valve response.
Define the time constant as the 63.2% change in controller output after a step load, illustrating how a signal moves from initial to final value.
Explore hunting, instability and cycling in process control caused by narrow proportional band or short integral time, amplified by an oversized heat exchanger and rapid temperature overshoot.
Analyze how a steam-to-water heat exchanger responds to sudden load, with proportional band controls, triggering full steam valve opening and hunting toward the set point.
Explain how lag creates a delay in response within a control system, with examples of control lag, dead time, and thermal lag.
Explore rangeability, the ratio of maximum to minimum controllable flow, and examine valve flow characteristics—fast opening, linear, and equal percentage—and their impact under constant pressure.
Develop a solid understanding of process control and instrumentation, and learn how to proceed to the next section with clear, stepwise guidance.
Explore complete control systems by examining the valve, actuator, sensor, and controller, and how their dynamics drive process performance.
Explore the two types of control loops: open loop control systems and closed loop control systems, and examine each type in detail in the next couple of videos.
Show open loop control with no room temperature feedback, using an outside sensor and a proportional controller to drive a valve for heating, not a practical heating control system.
Explore how closed loop control uses feedback from the process, such as a room temperature sensor, to automatically adjust the valve and actuator based on actual room temperature.
Feedback control operates as a closed-loop system that accounts for disturbances, such as load changes or outside influences, and feeds data back to the controller to take corrective action.
Anticipate disturbances with feed-forward control by tuning the boiler to high fire before opening process steam, then gradually modulating the steam valve for a smooth startup.
Explore single loop control, where a thermocouple or PT100 senses water temperature and a controller compares it to the set point, providing feedback to the valve to regulate steam flow.
Explore multi-loop humidity control in a timber process, using a second sensor and remote set point to offset the local set point after the furnace, with two loops managing water.
Apply cascade control to manage two variables with one valve in a steam jacketed vessel, using master and slave controllers and two sensors to prevent steam overshoot and product heating.
Explore ratio control that maintains the water-to-acid proportion by measuring unregulated water flow, calculating the ratio, and signaling the acid flow setpoint.
Explain split range control, where a single controller splits its 0–100% output to multiple valves or adjustment elements, using digital algorithms and various splitting methods to regulate a tank's pressure.
Explore operations on control signals in electric, pneumatic, and digital control systems, including square root extraction, addition, subtraction, multiplication, and ratio, applied to heat exchanger thermal power control.
Explore the foundations of process control and instrumentation to prepare for the next section in this 16 hour masterclass.
Explore process dynamics and the time constant, defined as the time to reach two thirds of its total movement after a step change, including sensor and transmission delays.
Explore how step input changes define the process reactions, including dead time, control lag, and time constants that shape first-order and second-order responses.
Review essential process control and instrumentation concepts before moving to the next section of this 16-hour masterclass.
Explore available process control options and the decisions to make before selecting a control, with guidance rather than rules influenced by cost, personal preferences, and current fashions.
Explore how safety, stability, and accuracy guide selecting control valves and defining loops, considering fluid type, differential pressure, materials, connections, set points, and motive power.
Operate without external power by generating power from an enclosed hydraulic or gas pressure system, offering maintenance-free proportional control with high range and fail-open or fail-closed options.
Pneumatic controls use compressed air for fast, robust valve actuation with rack and pinion or scotch-yoke actuators, offering high force against differential pressures and accurate, repeatable control via valve positioners.
Explore electric controls in process instrumentation, featuring electric actuators with on, off, or PID control, and discuss limitations like slow valve response, complex installation, and safety requirements.
Explore electropneumatic controls that merge electronic speed and accuracy with pneumatic force in temperature control systems, enabling safe fail-open or fail-closed operation and intrinsic safety in suitable areas.
Assess how load variation, set-value criticality, and the need for variation drive the selection of self-acting, electric, or electro-pneumatic controls in process applications.
Different applications require different control systems; self-acting and pneumatic controls fit slow load variations, while electro pneumatic or electric controls are needed when offset cannot be tolerated.
Choose valve types by motive power and actuator speed, noting steam favors two-port valves while liquids allow two-port or three-port options, with proper sizing and differential pressure considerations.
Select the proper controller action—direct or reverse acting, on-off, proportional, integral, or PID—based on process dynamics and accuracy, and avoid oscillation with correct sensor, valve size, and settings.
Explore fundamentals of process control and instrumentation as you prepare to proceed to the next section of the 16-hour masterclass.
Size, pressure rating, materials, and end connections must suit conditions; ensure maintenance-ready piping. Install in horizontal pipelines with vertical spindles; consider upstream strainers and bypass options.
Install actuators per manufacturer instructions, mounting above the valve and away from heat and moisture, and use sensor pockets to allow inspection or replacement without draining.
Dry, oil-free pneumatic signal lines must be leak-tight, and locating the controller near the valve and actuator minimizes delay; assemble valve, actuator, and positioner as a preassembled unit to ensure stroke.
Ensure correct electrical wiring for electric, electronic, and electro pneumatic controls; prevent damage from mismatched voltages, reduce noise with screened cables, and follow manufacturer instructions and local regulations.
Tune proportional band, integral time, and derivative time to optimize controller performance, balance offset and stability, and minimize overshoot and oscillation in the process control loop.
Tune a pid controller using the Ziegler-Nichols method by driving the system to instability to measure the oscillation period and proportional band at that point, then set pid parameters accordingly.
Explore bumpless transfer and manual auto switching in a flow control loop, showing how automatic and manual outputs align when switching between modes to prevent disruption.
Self-tuning controllers automate PID term setting by switching to on-off control, analyzing responses, and monitoring and resetting terms as process conditions change through an adaptive function.
Move forward to the next section of the process control and instrumentation 16 hour masterclass, ensuring readiness and continuity in learning.
Survey how computers empower process control systems by describing programmable devices that read sensors, compare set points, and output corrective actions through single and multi loop controllers.
Trace the evolution from pneumatic single-loop controllers and chart recorders to digital control systems, PCs, and fieldbus networks, highlighting data loggers, distributed control, and bridges.
Drive exclusive adoption and costly integration of fieldbus systems through input/output units, eroding their benefits, while networks enable remote data access across global plants.
Discover how fieldbus reduces hardware and wiring, enhances safety and maintenance, and enables flexible, networked control and plant expansion.
Review core process control and instrumentation concepts to prepare you for the next section of the 16 hour masterclass.
Explore valve basics in process control and instrumentation, identifying body, bonnet, stem, actuator, packing, seat, and disc, and describe the four basic flow control element types and stem leakage control.
Explore how valves regulate flow and pressure in industrial processes, covering functions like starting, stopping, varying flow, and relief, plus valve parts such as body, bonnet, trim, actuator, packing.
Explore how the valve body serves as the primary pressure boundary and framework, resisting fluid loads and connecting inlet and outlet piping.
Explain how the valve bonnet serves as second pressure boundary, connects to the body by bolted or welded joints, and how design or size affects manufacture costs and leakage risk.
Explore valve trim components such as disc, seat, stem, and sleeve, and learn how rotational and linear trim designs control flow by the disc’s position relative to the seat.
Explore how a valve disc acts as the primary pressure boundary to regulate flow, with bonnet designs, seating surfaces, and hard-faced seal rings shaping wear resistance and sealing.
Explore the valve stem, its role in positioning the disc and its connections, including rising and non rising stems, threading, and seal finishes to prevent leakage.
The video describes principles and operation of valve actuators, including manual handwheels, motor, solenoid, pneumatic, and hydraulic operators, bonnet and yoke supports, and that actuators are outside the pressure boundary.
Understand how packing seals the stem and bonnet with flax or teflon-based material, and why proper compression matters during gate valve packing replacement.
Before you proceed to the next section, review the core ideas of process control and instrumentation covered in this 16 hour masterclass.
Welcome to this 16 hour masterclass on process control and instrumentation.
This valuable masterclass is organized into 6 parts :
Part 1: Process Control and PID* Controllers
Part 2: The Final Control Element - Control Valves, Actuators and Positioners
Part 3: Practical Examples of Temperature, Pressure, Flow and Level Controls
Part 4: Practical Examples of Process Equipment Controls (Heat Exchangers, Pumps, Compressors, Reactors, Piping Systems…)
Part 5: Safety Instrumented Systems (SIS), Interlocks and Alarms
Part 6: Instrument Devices For Temperature, Pressure, Flow and Level Measurement
Part 1 is an essential guide to a complete understanding of process control principles and PID* controllers design and tuning. In this first module, we will break down for you all the process control principles into easily digestible concepts, like feedback controls, open loops, split range controls, self-acting controls... Useful reference data, technical recommendations, field observations and numerous process control schemes are presented in an-easy-to-understand format. This module also cautions the process control engineer that the performance of a properly designed process control system can be severely compromised when used in conjunction with incorrect PID* controller settings. In this regard, PID* controller tuning guidelines and their rationale according to the Ziegler Nicholls method are offered to ensure optimum performance. Typical tuning examples have been included to assist you in understanding how specific formulae are applied.
Part 2 focuses on the final control element of any process control system, that is the valve-actuator-positioner assembly. In this second module, you will find valuable insights into the working principles and construction details of the following control elements:
Control valves (sliding stem and rotary / fast opening, linear and equal percentage)
Mixing and diverting 3-port control valves
Diaphragm actuators ("air-to-push-up" and "air-to-push-down")
Piston actuators (Single Acting and Double Acting / Fail Open (FO) and Fail Closed (FC))
Rack-and-pinion actuators (Single Acting and Double Acting / Fail Open (FO) and Fail Closed (FC))
Scotch Yoke actuators (Single Acting and Double Acting / Fail Open (FO) and Fail Closed (FC))
Pneumatic positioners (force balance, motion balance)
Digital positioners
I/P converters
...
The module then proceeds through a series of process examples and solved problems that require you to:
Dismantle and assemble various types of control valves and actuators using 3D and 2D models
Identify the net effect of various control valve/actuator assemblies (direct acting, reverse acting, fail open, fail close...)
Convert an actuator from Single Acting to Double Acting configuration and vice versa
Convert a control valve/actuator assembly from a Fail Closed (FC) to a Fail Open (FA) configuration and vice versa
Construct the installation curve for a control valve
Determine flowrate and pressure drop through control valves for different valve lifts
Match the valve characteristics to the given application
Examine the effect of selecting a control valve larger than necessary
Examine the effect of differential pressure on the valve lift and actuator operation
Determine when a positioner should be fitted
...
This will help you develop the necessary skills to ensure your process control systems run smoothly.
Part 3 focuses on fluid properties control. This module identifies different ways in which precise control of temperature, pressure, flow and level is ensured. It provides real industrial examples of process control loops and the keys to interpret them in high quality video lectures. Both self-acting and modulating types of control are discussed in exquisite details.
Part 4 introduces you to advanced process control in process industries. It identifies different ways in which precise control is ensured for the main process equipment such as chemical reactors, pumps, compressors, fired heaters and heat exchangers just to name a few. The numerous examples outlined in this module are taken from petroleum refineries, chemical and steam boiler plants, making the knowledge gained in this section extremely valuable to practicing engineers and technicians.
Part 5 discusses the important concepts of Safety Instrumented Systems (SIS), Alarm Systems and Interlocks. It presents their anatomy, their requirement, their functions and how they are represented in engineering drawings such as Piping & Instrumentation Diagrams.
Part 6 illustrates through 3D animations and cross-sectional views the main control instrument devices to measure temperature, pressure, flow and level. These instruments include thermocouples, RTDs’, Bourdon tube pressure gauges, Coriolis flowmeters, level radars and capillary systems just to name a few...
As you proceed through the masterclass, answer the 400+ question quiz to test your knowledge and emphasize the key learning points.
The quiz includes:
True/False questions
Multi-choice questions
Images, cross-sectional views
Solved problems
And much more...
You have our promise that at after completing this masterclass, you will be an advanced process control professional, you won’t be a process control expert but you will be prepared to become one if that is what you want and persist to be. In fact, the knowledge that you will gain will help you understand all process control loops, instrumentations and safety systems so that you can draw the correct information from them. This will set you apart from your peers, whether you are a graduate student, a practicing engineer or a manager, and will give you an edge over your competitors when seeking employment at industrial facilities.
So with no further ado, check out the free preview videos and the curriculum of the course and we look forward to seeing you in the first section.
Thank you for your interest in our online courses. Hope to see you there!
WR Training – Your Partner in Plant Engineering and Reliability
Spread the wings of your knowledge
---
* When PID is mentioned, it is with reference to Proportional (P), Integral (I) and Derivative (D) control actions
Safety note
Sizing, selection, installation and tuning of process control systems (control valves, actuators, controllers, sensors, wiring...) should not be based on arbitrarily assumed conditions or incomplete information. Merely having a control system does not make a process safe or reliable. Now, while it is obviously impossible to address every installation mistake ever made, we have included a valuable summary of the most frequent installation mistakes encountered in the field. We are confident that this valuable masterclass will help you contribute to the safety of your facility, your fellow workers and yourself.