Smart Plant Instrumentation (SPI) - INtools
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Smart Plant Instrumentation (SPI) - INtools

A comprehensive Video Tutorial Series on Smart Plant Instrumentation (SPI INTOOLS)
4.3 (12 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
98 students enrolled
Last updated 8/2017
Current price: $10 Original price: $200 Discount: 95% off
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  • 7 hours on-demand video
  • 5 Articles
  • 24 Supplemental Resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I Learn?
  • You will learn working with Smart Plant Instrumentation Software
  • Create Industrial Databases to work with instruments and devices
  • Create standard instrumentation and Process data sheets
  • Perform instrument wiring to the junction boxes, Marshaling cabinets, PLC and DCS panels
  • Create and modify standard instrument and electrical databases for small and large projects
  • Create instrument hookups and wiring diagrams
  • Create and monitor instrument tags and control loops in SPI
  • Perform Instrument and Process calculations for Flow, Level, Temperature and Pressure variables
View Curriculum
  • Access to SPI (Not required for learning the SPI, needed for practicing only)
  • Basic Knowledge in engineering (any fields Instrumentation, Control, Electrical, Process, Mechanical)

Welcome to the ONLY comprehensive Video Tutorials Series on Smart Plant Instrumentation (SPI INTOOLS)

Smart Plant Instrumentation® powered by INtools® is extensively used in various industries to help engineers to automate complex processes, and minimize human mistakes. Hossein and Payman are experienced Control & Instrumentation engineers who have used SPI throughout the years, and put together a comprehensive course that helps students to get familiar with the SPI and its use in industry. The following items are covered in this course.

  • Define, create and initialize domains
  • Admin and Domain Administration Sections
  • Creating Domain Administration configurations
  • Create Plant hierarchy, loop and tag conventions
  • Create teams, groups and individual engineers to handle different parts of the SPI
  • Create Loops and Tags based on the Piping & Instrumentation Diagrams (P&ID)
  • Create Instrument Index
  • Working with SPI preferences in 19 sections
  • Setting up user and group preferences
  • Creating Instrument Data Sheets, and Instrument Specifications
  • Generating different reports and Instrument summaries
  • Performing Instrumentation Sizing and calculations including Valves and Flow Element sensors
  • Creating Loop Drawings
  • Creating Hookup Drawings

In addition to the video training courses, this course has a lot of training manuals, presentation and two full course notes for download as below:

  1. 250 Pages of Control Valve Engineering By H.T
  2. 300 Pages of Control Valve engineering by Emerson
  3. 50 Pages notes on Instrumentation field
  4. 28 Pages of Notes on Industrial Switches
  5. 94 Pages of Instrumentation Notes on Level Measurement
  6. 50 Pages of Notes on Programmable Logic Controller (PLC)
  7. 70 Pages of Notes on Temperature Measurement & Temperature Elements
  8. Terminology & Symbols in Control Engineering
  9. Controllers & Controlled Systems
  10. Digital Signals & Systems in Instrumentation
  11. Serial Data Transmission in Instrumentation
  12. Communication Networks in Instrumentation
  13. Introduction to Self Operated Regulators
  14. Temperature Regulators in Instrumentation
  15. Cavitation in Control Valves and how to Address them
  16. Communications in the Field
  17. HART Communications
  18. Profibus PA
  19. Process Control Engineering Training Manual ( 8 Chapters)
  20. Industrial Control Engineering Course (6 Chapters)
  21. 38 Excel Instrument Data Sheet Templates for Download
Who is the target audience?
  • Instrumentation Engineers
  • Process Engineers
  • Electrical Engineers
  • Managers in Industrial Areas
  • Control Engineers
Students Who Viewed This Course Also Viewed
Curriculum For This Course
73 Lectures
Introduction to the course and its requirements
6 Lectures 22:13

This lecture provides explanation on how to connect with us and share your knowledge through our channels

Preview 00:39

This short video explains how you can request your Coursovie certificate for your Smart Plant Instrumentation course. 

Preview 00:19

Please feel free to introduce yourself to the class and let us know what is your field of study, where are you working, and why did you decided to learn SPI ? 

Please introduce yourself to the class

This lecture explains the glossary used in Smart Plant Instrumentation. The lecture is also available for download. 

Preview 05:38
System Administrator Activities in SPI
10 Lectures 41:21

This videos explains the process of setting up the administration tasks in Smart Plant Instrumentation

Preview 00:53

In this section we will learn how to add users, including engineers, technicians, and clients to the created Domain in Smart Plant Instrumentation. In order to complete this step, we will create departments and add users to it. 

What is a "Domain" in SPI and how to create and initialize it ?

We will learn how to create domain administrator in SPI and set it up. 

How to Create Departments in SPI ?

How to set up access levels in SPI ?

Before we can start working with SPI, we need to define the hierarchy level in the domain created. We will do it here in this lecture. 

What is the "Plant Hierarchy" and how to create it?

We will learn what are the Instrument Tag and Instrument Loop numbers and how we can created them in SPI 

Creating the Instrument tags and Loop numbering in SPI

In this lecture we will go over the definition of Custom Fields, and Custom Tables in INtools, and why they are such important definitions in SPI? 

What are "Custom Fields" and "Custom Tables" in SPI?

There are a lot of situations where a user is part of two groups, for example, he or she is an administrator and an instrumentation engineer, and he or she should have different access levels depending on which groups he has logged in. We will learn to do that in Smart Plant Instrumentation in this lecture. 

How to create different "Groups" and assign users to them in INtools?

In this lecture we will learn how to specify the Reporting setting in SPI

Specifying the Report Management settings in SPI

In order to ensure that the the produced documents are marked correctly, we need to add the company logo to the documents. We will learn how to add that to the database, and what are the format requirements. 

How to add a Logo to the Domain to use it on produced documents in SPI?
How to set up the Smart Plant Instrumentation settings for general use
1 Lecture 03:34

There are a lot of settings that should be specified in SPI for general use in the project such as what are the units in SPI? are we going to use fahrenheit or celsius for temperature units? or what are the default requirements for wiring? 

How to set up the SPI accuracy, units of calculations & preferences ?
Instruments and Control Loops in Smart Plant Instrumentation
17 Lectures 02:04:43

This is the P&ID that we will be using for the rest of the project. You are required to Download and print this page in order to continue the course. 

Download the Piping & Instrumentation Diagram P&ID for SPI Unit

We will learn what are the instrument type in SPI and why they are such an important part of the Instrumentation module. 

What is "Instrument Type" in Smart Plant Instrumentation ?

What are the reference wiring settings in SPI and how to define field devices for writing automation activities? How can I set up the Device panel in SPI successfully and use it for other instruments automatically. 

Preview 17:23

Flow transmitters are very important instruments in industry. They normally comprise of a local unit such as Orifice plates, and a transmitter unit. In this lecture we will learn how to work with Differential Type flow transmitter in Smart Plant Instrumentation and adjust the settings. 

Specify the Flow Transmitter Instrument Type Profile

In order to transfer the control signal from the central processing units, also known as PLC to the final control elements, mainly valves we need positioners that will change the signals from the electronic to pneumatic signals and vice versa. There are different valves such as TV, PV, LV and FV that controls the medium depending on the nature of the instrument and process. In this lecture we will learn how to specify and add them to the instrument profiles and database.

How to specify the Valve positioner settings in Instrument profiles in SPI ?

In this lecture we will deal with the control valve instrument types, and how to add them in SPI. 

How to specify the Control Valves in Smart Plant Instrumentation?

In case there are additional instrument types required for the SPI. We will learn how to create and use them here. 

Preview 01:30

In this lecture we will how to deal with any additional instrument types in SPI 

Solution: Add any additional Instrument Types in Smart Plant Instrumentation ?

Piping and Instrumentation diagrams are very important part of any project, and should be properly handled in SPI. We will learn how to add them in SPI and give proper numbering. 

How to create and add P&ID drawings in the SPI and define numbers for them?

Pipes can be added to the SPI software once, and then being used multiple times throughout the project. This will save valuable time, because all the process properties are stored in the pipe profile, and we will add the process properties once and then use them everywhere else multiple times. 

How to create Pipes in SPI ?

This video explains the process of creating pipes in SPI. Pipes contain the process information in SPI that could be used to transfer the process data to to other instruments installed on the pipe and thus eliminating the repetitive and manual data entry. 

Solution to Adding Multiple Pipes in SPI

The status of the instruments is an important variable in Instrumentation field, and can be used for monitoring the status of the instruments in plant. 

What is the Instrument Status in SPI and where to assign them?

The domain explorer can be used to change multiple parts about the project including addition of the loops and instruments. We will learn how to work with it in SPI. 

How to create loops and add tags in domain explorer?

This video explains the process of duplicating a loop with all its instruments. This way a lot of time and energy will be saved instead of manually duplicating all the instruments and device panels. 

Preview 06:21

This video explains the use of Macros in SPI and how to automate the creation of tags, loops and device panels using the SPI. 

How to Build and use Macros in SPI for automation?

In this video we will learn how to create the local pressure and temperature gauges in batch modes in Macros

How to create Local instruments in batch mode using Macros ?

This video explains the Macro creation process in Smart Plant Instrumentation that will automate a lot of processes and minimize error. 

How to create multiple loops using batch mode in SPI
How to Work with Process Module in SPI
4 Lectures 27:15

This video explains the process module in SPI and how to enter the process information for later use in calculations, sizing and producing specifications. 

What is process data and how to create pipe data sheets with it ?

In this video we will learn how to transfer the process data on a pipe and copy it to different instrumentations installed on the pipe, instead of doing this step manually for different instruments. 

02 Copy pipe information to process data sheets

In this video we will learn how to transfer the process data from the line and copy them between different instrument data sheets. 

03 Automatic Process Data Copy

Sometimes, there are situations that the process data sheets can not be open due to the error that they are not a part of workflow. This video explains how to resolve it. 

Troubleshooting Process Data Creation (Very Important)
Performing Calculations and Sizing Activities
1 Lecture 08:40

This video provides the detail explanation about the sizing module in SPI and presents two calculation sizings for Orifice Plates and Control valves. 

How to perform Flow Element (FE) and Control Valve (FV) Calculations in SPI?
Performing wiring operations
16 Lectures 02:10:58

In this video, we will go over a basic definitions for wiring in SPI

Wiring introduction

Here I will show you how to define a Junction Box.

Junction Box Definition

Here in this video, you will learn how to make a Marshaling Cabinet.

Marshaling Cabinet Definition

In this Video we will lean how to make a typical DCS Cabinet.

Preview 07:36

Use Junction Boxes in Domain Explorer

Here in this video, I will show you how to make typical cables in order to be able to use them later.

Reference Cable Definition

Use Reference Cables in Domain Explorer

In this video, we will learn how to connect the cables and the panels.

Making Connections

In this video, we will connect our field side cable to the Marshaling Cabinet.

Preview 03:17

In this video, we will connect our DCS side cable to the marshaling cabinet.

DCS Side Connection to the Marshaling Cabinet

In order to complete our wiring task, we will handle the cross wiring in our Marshaling rack.

Performing Cross Wiring

In this video, we will learn how to add a new instrument and make it ready to be connected to our control system.

Adding New Instrument

In this video, we will connect a new instrument to our wiring structure.

Connect New Instrument

In this video, we will learn how to connect an instrument to a safety barrier.

Connect Instrument to the Safety Barrier

In this video, we connect our thermocouple conductors to the temprature transmitter.

Perform Thermocouple Wiring to the Transmitter

In this video, we will put a local flow indicator with it's associated flow transmitter in series and then connect them to the control system.

Add Flow Transmitter and Local Flow Indicator Using Jumpers
Generating Loop Drawings
9 Lectures 43:00

This video shows how to make your SPI ready to be able to generate loop drawings easliy.

Set Preferences

In this video, I show you how to apply different loop generation methods to each individual loops.

Apply Generation Method

Here we will create a loop based on our wiring configurations.

Generating a Loop

Here we well learn how to modify an existing loop drawing.

Modifying an Existing Loop- Part 1

Here we well learn how to modify an existing loop drawing.

Modifying an Existing Loop- Part 2

Here I show you how to add any additional information to your Loop Drawings.

Add Labels Using Macro

In this video you will learn how to use filter to apply Macro to specific loops.

Apply Filter to Macro

In case you need to add a watermark to your drawings, you can see how to do it here!

Adding Watermark to the Drawing

In this video you will learn how to add annotations and additional text to your Loop Drawings.

Adding Annotations to the Drawings
Hook-Up Drawings
7 Lectures 21:55

In this video you will learn how to set the right preferences for your hook-up module

Setting Preferences

In this video you will learn how to add individual hook-up items

Creating Hook-Up Libraries

In this video we will make different hook-up types

Making Hook-Up Types

In this video first we will associate each hook-up type with instrument type and then associate related tags to that hook-up type

Associating Hook-up and Instruments

In this video you will learn how to view each hook-up symbol

Viewing symbol contents

In this video you will learn how to add items to each hook-up

Associating Items with Hookups

In this video you will learn how to generate the hook-up drawing and related BOMs

Generating BOM and Hookup Drawing
Downloadable Resources
2 Lectures 04:30

This video lists the technical presentation in Instrumentation and control engineering fields. The list is available for free download in the resource section of this course. 

List of Instrumentation Engineering Presentations for Downlaod

List of Valuable technical Resources to download. 

Download Free Instrumentation Resources
About the Instructor
Hossein Tootoonchy
4.3 Average rating
1,388 Reviews
10,184 Students
6 Courses
Invest in yourself, Join 12000 students in the community.

I'm Hossein Tootoonchy. I've started 4 businesses in the past 4 years. I grew my last company to over $360,000 in revenue a year before selling it while I was a freshman at College. 

I am the founder of Coursovie Training Inc. which specializes in teaching technical courses in engineering field. Coursovie stands for Course + Movie, where ,my colleagues and I teach engineering courses using videos to reach thousands students. Coursovie's mission is to teach the engineering fundamentals practically, and working with passionate people. It is a journey and we are proud to be a part of it. Coursovie Training Inc. is an American New Start up that offers an ever growing range of high quality trainings in engineering and business fields.

All the trainings are produced by experts with the passion for teaching. All the examples introduced during the videos are based on the industry need, and cover the foundation of the engineering discipline under study.

More recently, I've been helping over 55000 monthly readers find business ideas and turn them into profitable companies. In the process, I've worked with thousands of entrepreneurs who want to learn how to start a business the right way. I've become a pro at both launching my own new businesses and coaching others on how to do the same. This won't be easy, but am sharing all I've learned, so you can find the business idea that is right for you too. 

Payman Ferdosali
4.3 Average rating
12 Reviews
98 Students
1 Course
control and instrumentation engineer

I am an instrument and controls systems engineer with more than six years of experience in robotics, automation systems and IPCS. I have proven experience in design, configuration, installation, communities and troubleshooting of industrial automation and control systems in both factory and process automation environment. I also have a hand in full stack web development.