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New DeltaV Module
 Templates to Easily
Configure, View, and
  Trend Advanced
Pressure Diagnostics
Presenters


    Tom Wallace

    Erik Mathiason
Introduction: Easier implementation and
use of SPM in DeltaV
   Any of this sound familiar?
   Brief review of Statistical Process Monitoring (SPM)
   Requirements
   Typical obstacles to implementing SPM
   The Engineering solution
   The Operator solution
   How to get started (topics working together)
   Summary & Resources
The Challenges:
Any of this sound familiar?
   I don’t need you to tell me something bad just happened.
    I needed you to tell me 20 minutes ago so I could have
    prevented it.
   We used to have a guy who could do that.
   I keep fixing the same problem over and over and over….
   I’d love to be proactive, I’m just too busy reacting to get to
    it.
   If it takes more time or requires additional training, we
    don’t do it.
Brief review of Statistical
Process Monitoring (SPM)
Why use Device Based SPM?
Higher Frequency Noise
Statistical Process Monitoring (SPM) turns
process noise into valuable information
The 3051S Analyses High Frequency
Noise (High Pass Filter)


                                                    The
                                                  Process




                                                  The Host
                                                Low Frequency




                                                  The 3051S
                                                High Frequency

     Host SPM and 3051S SPM are complementary
What is actually detected?



SD 1 plugged line                   SD                    SD                       SD
SD 2 plugged lines                                        CV                       CV


       These are general patterns. Actual M, SD, and CV are very different from
       process to process. SPM can’t identify the specific cause without the user.

                                                                          Key
                                                                          SD = Standard Deviation
                                                                          M = Mean
                                                                          CV = Coefficient of Variation

            SD                      SD                     SD
            CV
                              Frequency specific     Frequency specific
Process the data in the transmitter, display, record,
display, annunciate, and analyze in the host

Better in the transmitter         Better in the host
 Capture data & calculate         Operator optimized
  SPM variables                     displays
    – Transmitter gives higher        – Replace traditional
      frequency information (22         monitoring point displays
      Hz)                            Fingerprint the process
    – Detects conditions not
                                      – Use device generated SPM
      visible at host sampling
                                        data
      frequencies
                                     Data historian with time
   Individual variable SPM
                                      synched alarms
   Adaptive limits and alert
                                     Alarm management
    values calculated
                                     Multi-loop SPM and
                                      optimization
Typical Engineering Obstacles to
Implementing SPM Diagnostics
    User design tasks
      – Learn enough about SPM to design and implement appropriate
        monitoring strategies
      – Determine protocol and diagnostics version requirements
      – Design and document monitoring strategy by protocol and version
      – Design and document configuration module templates
      – Design and document operator faceplates
      – Design alarm management strategy
      – Design data historian configuration
    User configuration tasks
      –   Configure linked variables to control blocks
      –   Configure alarm management logic
      –   Determine and set alarm limits
      –   Configure Process History View
      –   Configure operator faceplates
The Engineer Solution
The Requirements
   Configuration Engineer requirements
    –   Eliminate up-front design time and minimize configuration
    –   Pre-engineer Process History View chart (with Alarms)
    –   Work with HART or FF devices
    –   Provide meaningful User Help
   Operating requirements
    – Provide consistent but customizable operator faceplates
         • Buttons launch Detail picture, PHV Trend, or Field Device View
    – Provide alarm management to automatically Enable /
      Disable SPM alarms
   Process Engineer requirements
    – Provide ability to fingerprint the process
    – Capture fast sample based time synchronized SPM data and
      alarms
The Engineering Solution DeltaV 11+
    Use Pre-Configured Control Module Templates
     – Separate Module Templates for HART and Foundation
       Fieldbus
     – Named Set for SPM Variable Selection
    Use Pre-Configured Process History View Charts
     – 4 Charts for HART Module Template
     – 4 Charts for Foundation Fieldbus Module Template
    Use Pre-Configured Operator Faceplates
     – Faceplate and Detail pictures
     – Same pictures apply to both HART and Foundation Fieldbus
    Use Provided User Help
     – Context-sensitive help within Control Studio
     – DeltaV Books On-line
The DeltaV and Rosemount 3051S Solution
to Implementing SPM Diagnostics
    User design tasks
      – Learn enough about SPM to design and implement appropriate
        monitoring strategies
      – Determine protocol and diagnostics version requirements
      – Design and document monitoring strategy by protocol and version
      – Design and document configuration module templates
      – Design and document operator faceplates
      – Design alarm management strategy
      – Design data historian configuration
    User configuration tasks
      –   Configure linked variables to control blocks (Link 2 to 4 parameters)
      –   Configure alarm management logic (0 to 2 parameters)
      –   Determine and set alarm limits (2 to 11 parameters)
      –   Configure Process History View
      –   Configure operator faceplates (Specify three parameters)
SPM Data: Linking Variables




                              AI Blocks for PV (AI1),
                                 Mean, and StDev
                                 Pre-engineered
SPM Data: Linking Variables




                                   AI Block for CV
                              DA1: Calculated in DeltaV
                                 DA2: Assigned to
                                      HART_FV
                                  Pre-engineered
SPM Data: Linking Variables

                              Calc Block Calculates
                              CV and SPM variable
                                   alarm limits
                                Pre-engineered
Configure SPM Alarm Management Logic



 ALARMS_ENABLED
      Dynamically
 enable/disable alarms
  using external logic
Prevent “flood of alarms”
    Pre-configured
Configure SPM Alarm Management Logic




     PV_LIM_MODE
 If PV or Mean exceeds
  limits, STDEV and CV
 alarms can be disabled
Prevent nuisance alarms
      Pre-engineered
HART Devices: Pre-configured CALC
 Block Logic




                              Enabling and Disabling
                              Std Dev Alarms




Determining if Mean (or
PV) Exceeds Limits


Calculating the Coefficient
of Variation (CV)
Set Alarm Limits

                   11 Alarms Pre-Configured
                   Alarms from AI Module
                        •PV High (HI_ALM)
                        •PV Low (LO_ALM)
                        •PV Hi Hi (HI_HI_ALM)
                        •PV Lo Lo (LO_LO_ALM)
                        •PV Bad (PVBAD_ALM)
                   Additional Alarms for SPM
                        •Mean High (MEAN_HI)
                        •Mean Low (MEAN_LO)
                        •StDev High (STDEV_HI)
                        •StDev Low (STDEV_LO)
                        •CV High (CV_HI)
                        •CV Low (CV_LO)
                   Default Disabled
Configure SPM Operator Faceplate

   DEVICE_TAG
   Access device
  information from
AMS Device Manager
   Pre-engineered
Configure Operator Faceplate




      FP_VAR_#
    Specifies SPM
variable(s) to show on
    the Faceplate
   Pre-engineered
Process History View Chart


      PV or Mean
      with Limits
                                         Abnormal Event
                                         Cleared
      StDev or CV   Abnormal Event
      with Limits   Entrained Air



                                     List of
                                     Variables



      Alarms and
      Events
DST’s, FF segment loading, template
modification & reuse
    DST’s
     – HART Devices, 1 DST for all parameters
     – FF Devices, 1 DST for all parameters
    FF segment loading
     – 3 links per FF device if scheduled communications is used
     – 0 links per FF device if unscheduled communications is used
    Template Modification
     – Template can be user modified as desired
    Template content reuse
     – Template content can be used all or in part in other
       templates
     – Template content can be used, unmodified or modified, by
       any licensed DeltaV user running V11 or newer
The Operator Solution
Pre-configured SPM Faceplate (HART and
FF) Show Maximum of 2 SPM Variables
  User enterable
  faceplate name

                              SPM Variable 2:
                               StDev or CV
  SPM Variable 1:
   PV or Mean


                            StDev and Alarm
   StDev Alarm                  Limits




    Faceplate
     Buttons
Pre-configured
SPM Faceplate Buttons

                                                    Process History View

      Primary Control       Control Studio



 Detail Picture




                                                     Acknowledge All




                          AMS Device Manager
                        (Device Dashboard Screen)
Pre-configured SPM Detail Picture
(Operator editable W/O Control Studio)

  Alarms and
 Configuration                          Priority
Associated with                    Adjustment and
 PV and SPM                       individual enable
    Blocks                           / disable for
                                        Alarms


                                   Overall Alarm
                                  enable / disable
Pre-configured SPM Detail Picture
 (Operator editable W/O Control Studio)




   Simulation
Capability used for
   Testing and
Operator Training
Pre-configured SPM Detail Picture
(Operator editable W/O Control Studio)




Displayed
 Variable
Selection
How to get started, experiment
   Tap operator insight and intuition
   Make an educated guess on points and problems
    – Pumps cavitate, agitators stop, columns flood, lines plug
   Paint with a broad or narrow brush, your choice
   Trend, establish what “normal” looks like
    – Establish baseline when process is at steady state
    – Run with alarms disabled until you understand normal
   Set alarm limits and run with alarms enabled
    – The 3051S automatically and adaptively calculates limits. Look at
      those limits in AMS and input into DeltaV.
   When abnormal conditions occur, capture, analyze, adjust
How to get started, ask and help operators
    Develop an operator reference book
     – Document what “normal” looks like (process signature)
         • May need several based on plant operating parameters
     – Capture abnormal conditions and alerts generated
         • Capture process signature of upstream, downstream, or related
           parameters that could have cause / effect relationship
     – Identify and document earliest reproducible signature of
       abnormal condition
         • This may be the monitored point, or upstream or related points
     – Capture corrective actions and process signature of
       corrective actions.
     – Document most effective corrective actions as operator
       guidelines
How to get started, engineer improvements
   Expect the unexpected
     – Experiment, we don’t know what we don’t know
     – Some points will reveal new insight, some won’t
   Start with unmodified template
     – Understand what operators and other stakeholders find useful
     – Understand where and how to use it in your process
   Modify the template or use parts in other templates slowly
     –   Modification and reuse are good, but not required
     –   Determine needs, modify, and document
     –   Run trials and verify modifications work and deliver expected value
     –   Adopt plant standards for use for each modified version
   Stop where you’re comfortable
Business Results Achieved Expected

    Implementation
     – Reduced learning time
     – Eliminate design time
     – Reduce configuration time
    Use
     – Additional process engineering insight
           • Diagnose root causes
           • Eliminate root causes
     – Additional operator insight
           • Anticipate and prevent abnormal situations
           • Reduce process upsets
           • Operate closer to limits
Summary
   SPM parameters are calculated in the 3051S pressure transmitter to
    capture higher frequency noise
   Pre-engineered templates reduce cost, time, and required expertise
   Templates are provided for HART and FF devices
   Templates work with DeltaV version 11 and newer
   The Engineering Solution
    – Control module templates
   The Operator Solution
    – Trending
    – Operator faceplates
    – Operator detail displays
   Templates can be used as-is, or modified
Where To Get More Information

    The 3051S Kiosk at the Technology Exhibit
    DeltaV White Paper (need posting)

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New DeltaV Module Templates to Easily Configure, View, and Trend Advanced Pressure Diagnostics

  • 1. New DeltaV Module Templates to Easily Configure, View, and Trend Advanced Pressure Diagnostics
  • 2. Presenters  Tom Wallace  Erik Mathiason
  • 3. Introduction: Easier implementation and use of SPM in DeltaV  Any of this sound familiar?  Brief review of Statistical Process Monitoring (SPM)  Requirements  Typical obstacles to implementing SPM  The Engineering solution  The Operator solution  How to get started (topics working together)  Summary & Resources
  • 4. The Challenges: Any of this sound familiar?  I don’t need you to tell me something bad just happened. I needed you to tell me 20 minutes ago so I could have prevented it.  We used to have a guy who could do that.  I keep fixing the same problem over and over and over….  I’d love to be proactive, I’m just too busy reacting to get to it.  If it takes more time or requires additional training, we don’t do it.
  • 5. Brief review of Statistical Process Monitoring (SPM)
  • 6. Why use Device Based SPM? Higher Frequency Noise
  • 7. Statistical Process Monitoring (SPM) turns process noise into valuable information
  • 8. The 3051S Analyses High Frequency Noise (High Pass Filter) The Process The Host Low Frequency The 3051S High Frequency Host SPM and 3051S SPM are complementary
  • 9. What is actually detected? SD 1 plugged line SD SD SD SD 2 plugged lines CV CV These are general patterns. Actual M, SD, and CV are very different from process to process. SPM can’t identify the specific cause without the user. Key SD = Standard Deviation M = Mean CV = Coefficient of Variation SD SD SD CV Frequency specific Frequency specific
  • 10. Process the data in the transmitter, display, record, display, annunciate, and analyze in the host Better in the transmitter Better in the host  Capture data & calculate  Operator optimized SPM variables displays – Transmitter gives higher – Replace traditional frequency information (22 monitoring point displays Hz)  Fingerprint the process – Detects conditions not – Use device generated SPM visible at host sampling data frequencies  Data historian with time  Individual variable SPM synched alarms  Adaptive limits and alert  Alarm management values calculated  Multi-loop SPM and optimization
  • 11. Typical Engineering Obstacles to Implementing SPM Diagnostics  User design tasks – Learn enough about SPM to design and implement appropriate monitoring strategies – Determine protocol and diagnostics version requirements – Design and document monitoring strategy by protocol and version – Design and document configuration module templates – Design and document operator faceplates – Design alarm management strategy – Design data historian configuration  User configuration tasks – Configure linked variables to control blocks – Configure alarm management logic – Determine and set alarm limits – Configure Process History View – Configure operator faceplates
  • 13. The Requirements  Configuration Engineer requirements – Eliminate up-front design time and minimize configuration – Pre-engineer Process History View chart (with Alarms) – Work with HART or FF devices – Provide meaningful User Help  Operating requirements – Provide consistent but customizable operator faceplates • Buttons launch Detail picture, PHV Trend, or Field Device View – Provide alarm management to automatically Enable / Disable SPM alarms  Process Engineer requirements – Provide ability to fingerprint the process – Capture fast sample based time synchronized SPM data and alarms
  • 14. The Engineering Solution DeltaV 11+  Use Pre-Configured Control Module Templates – Separate Module Templates for HART and Foundation Fieldbus – Named Set for SPM Variable Selection  Use Pre-Configured Process History View Charts – 4 Charts for HART Module Template – 4 Charts for Foundation Fieldbus Module Template  Use Pre-Configured Operator Faceplates – Faceplate and Detail pictures – Same pictures apply to both HART and Foundation Fieldbus  Use Provided User Help – Context-sensitive help within Control Studio – DeltaV Books On-line
  • 15. The DeltaV and Rosemount 3051S Solution to Implementing SPM Diagnostics  User design tasks – Learn enough about SPM to design and implement appropriate monitoring strategies – Determine protocol and diagnostics version requirements – Design and document monitoring strategy by protocol and version – Design and document configuration module templates – Design and document operator faceplates – Design alarm management strategy – Design data historian configuration  User configuration tasks – Configure linked variables to control blocks (Link 2 to 4 parameters) – Configure alarm management logic (0 to 2 parameters) – Determine and set alarm limits (2 to 11 parameters) – Configure Process History View – Configure operator faceplates (Specify three parameters)
  • 16. SPM Data: Linking Variables AI Blocks for PV (AI1), Mean, and StDev Pre-engineered
  • 17. SPM Data: Linking Variables AI Block for CV DA1: Calculated in DeltaV DA2: Assigned to HART_FV Pre-engineered
  • 18. SPM Data: Linking Variables Calc Block Calculates CV and SPM variable alarm limits Pre-engineered
  • 19. Configure SPM Alarm Management Logic ALARMS_ENABLED Dynamically enable/disable alarms using external logic Prevent “flood of alarms” Pre-configured
  • 20. Configure SPM Alarm Management Logic PV_LIM_MODE If PV or Mean exceeds limits, STDEV and CV alarms can be disabled Prevent nuisance alarms Pre-engineered
  • 21. HART Devices: Pre-configured CALC Block Logic Enabling and Disabling Std Dev Alarms Determining if Mean (or PV) Exceeds Limits Calculating the Coefficient of Variation (CV)
  • 22. Set Alarm Limits 11 Alarms Pre-Configured Alarms from AI Module •PV High (HI_ALM) •PV Low (LO_ALM) •PV Hi Hi (HI_HI_ALM) •PV Lo Lo (LO_LO_ALM) •PV Bad (PVBAD_ALM) Additional Alarms for SPM •Mean High (MEAN_HI) •Mean Low (MEAN_LO) •StDev High (STDEV_HI) •StDev Low (STDEV_LO) •CV High (CV_HI) •CV Low (CV_LO) Default Disabled
  • 23. Configure SPM Operator Faceplate DEVICE_TAG Access device information from AMS Device Manager Pre-engineered
  • 24. Configure Operator Faceplate FP_VAR_# Specifies SPM variable(s) to show on the Faceplate Pre-engineered
  • 25. Process History View Chart PV or Mean with Limits Abnormal Event Cleared StDev or CV Abnormal Event with Limits Entrained Air List of Variables Alarms and Events
  • 26. DST’s, FF segment loading, template modification & reuse  DST’s – HART Devices, 1 DST for all parameters – FF Devices, 1 DST for all parameters  FF segment loading – 3 links per FF device if scheduled communications is used – 0 links per FF device if unscheduled communications is used  Template Modification – Template can be user modified as desired  Template content reuse – Template content can be used all or in part in other templates – Template content can be used, unmodified or modified, by any licensed DeltaV user running V11 or newer
  • 28. Pre-configured SPM Faceplate (HART and FF) Show Maximum of 2 SPM Variables User enterable faceplate name SPM Variable 2: StDev or CV SPM Variable 1: PV or Mean StDev and Alarm StDev Alarm Limits Faceplate Buttons
  • 29. Pre-configured SPM Faceplate Buttons Process History View Primary Control Control Studio Detail Picture Acknowledge All AMS Device Manager (Device Dashboard Screen)
  • 30. Pre-configured SPM Detail Picture (Operator editable W/O Control Studio) Alarms and Configuration Priority Associated with Adjustment and PV and SPM individual enable Blocks / disable for Alarms Overall Alarm enable / disable
  • 31. Pre-configured SPM Detail Picture (Operator editable W/O Control Studio) Simulation Capability used for Testing and Operator Training
  • 32. Pre-configured SPM Detail Picture (Operator editable W/O Control Studio) Displayed Variable Selection
  • 33. How to get started, experiment  Tap operator insight and intuition  Make an educated guess on points and problems – Pumps cavitate, agitators stop, columns flood, lines plug  Paint with a broad or narrow brush, your choice  Trend, establish what “normal” looks like – Establish baseline when process is at steady state – Run with alarms disabled until you understand normal  Set alarm limits and run with alarms enabled – The 3051S automatically and adaptively calculates limits. Look at those limits in AMS and input into DeltaV.  When abnormal conditions occur, capture, analyze, adjust
  • 34. How to get started, ask and help operators  Develop an operator reference book – Document what “normal” looks like (process signature) • May need several based on plant operating parameters – Capture abnormal conditions and alerts generated • Capture process signature of upstream, downstream, or related parameters that could have cause / effect relationship – Identify and document earliest reproducible signature of abnormal condition • This may be the monitored point, or upstream or related points – Capture corrective actions and process signature of corrective actions. – Document most effective corrective actions as operator guidelines
  • 35. How to get started, engineer improvements  Expect the unexpected – Experiment, we don’t know what we don’t know – Some points will reveal new insight, some won’t  Start with unmodified template – Understand what operators and other stakeholders find useful – Understand where and how to use it in your process  Modify the template or use parts in other templates slowly – Modification and reuse are good, but not required – Determine needs, modify, and document – Run trials and verify modifications work and deliver expected value – Adopt plant standards for use for each modified version  Stop where you’re comfortable
  • 36. Business Results Achieved Expected  Implementation – Reduced learning time – Eliminate design time – Reduce configuration time  Use – Additional process engineering insight • Diagnose root causes • Eliminate root causes – Additional operator insight • Anticipate and prevent abnormal situations • Reduce process upsets • Operate closer to limits
  • 37. Summary  SPM parameters are calculated in the 3051S pressure transmitter to capture higher frequency noise  Pre-engineered templates reduce cost, time, and required expertise  Templates are provided for HART and FF devices  Templates work with DeltaV version 11 and newer  The Engineering Solution – Control module templates  The Operator Solution – Trending – Operator faceplates – Operator detail displays  Templates can be used as-is, or modified
  • 38. Where To Get More Information  The 3051S Kiosk at the Technology Exhibit  DeltaV White Paper (need posting)