Process Control Fundamentals 2
Process Control Fundamentals 2
Fundamentals of Control ii
© 2006 PAControl.com
Table of Contents
ISA Symbology .................................................................................................................................................19
Symbols ................................................................................................................................................... 20
Pumps .............................................................................................................................................. 21
Piping and Connections .................................................................................................................. 22
Identification Letters............................................................................................................................... 23
Tag Numbers........................................................................................................................................... 23
ISA Symbology Review ........................................................................................................................... 26
Fundamentals of Control iv
© 2006 PAControl.com
Introduction
Control in process industries refers to the regulation of all aspects of the process. Precise control of level,
temperature, pressure and flow is important in many process applications. This module introduces you to
control in process industries, explains why control is important, and identifies different ways in which
precise control is ensured.
The following five sections are included in this module:
❑ The importance of process control
❑ Control theory basics
❑ Components of control loops and ISA symbology
❑ Controller algorithms and tuning
❑ Process control systems
As you proceed through the module, answer the questions in the activities column on the right side of each
page. Also, note the application boxes (double-bordered boxes) located throughout the module. Application
boxes provide key information about how you may use your baseline knowledge in the field. When you see the
workbook exercise graphic at the bottom of a page, go to the workbook to complete the designated exercise
before moving on in the module. Workbook exercises help you measure your progress toward meeting each
section’s learning objectives.
PERFORMANCE OBJECTIVE
After completing this module, you will be able to determine needed control loop components in specific
process control applications.
Fundamentals of Control v
© 2006 PAControl.com
The Importance of Process Control
Refining, combining, handling, and otherwise manipulating fluids to profitably produce end products can be a
precise, demanding, and potentially hazardous process. Small changes in a process can have a large impact
on the end result. Variations in proportions, temperature, flow, turbulence, and many other factors must be
carefully and consistently controlled to produce the desired end product with a minimum of raw materials and
energy. Process control technology is the tool that enables manufacturers to keep their operations running
within specified limits and to set more precise limits to maximize profitability, ensure quality and safety.
LEARNING OBJECTIVES
After completing this section, you will be able to:
❑ Define process
❑ Define process control
❑ Describe the importance of process control in terms of variability, efficiency, and safety
Note: To answer the activity questions the Hand Tool (H) should be activated.
Fundamentals of Control 1
© 2006 PAControl.com
The Importance of Process Control
PROCESS CONTROL
Process control refers to the methods that are used to control process
variables when manufacturing a product. For example, factors such
as the proportion of one ingredient to another, the temperature of the
materials, how well the ingredients are mixed, and the pressure under 2. Which of these industries are examples
which the materials are held can significantly impact the quality of of the process industry?
an end product. Manufacturers control the production process for Select all options that apply.
three reasons:
❑ Reduce variability 1 Pharmaceutical
❑ Increase efficiency 2 Satellite
❑ Ensure safety 3 Oil and Gas
4 Cement
Reduce Variability 5 Power
Process control can reduce variability in the end product, which
ensures a consistently high-quality product. Manufacturers can also
save money by reducing variability. For example, in a gasoline
blending process, as many as 12 or more different components
may be blended to make a specific grade of gasoline. If the refinery
does not have precise control over the flow of the separate
components, the gasoline may get too much of the high-octane
components. As a result, customers would receive a higher grade
and more expensive gasoline than they paid for, and the refinery
would lose money. The opposite situation would be customers
receiving a lower grade at a higher price.
2 Fundamentals of Control
© 2006 PAControl.com.
The Importance of Process Control
Low Variability
PV Setpoint
High Variability
Increase Efficiency
Some processes need to be maintained at a specific point to maximize
efficiency. For example, a control point might be the temperature at
which a chemical reaction takes place. Accurate control of temperature
ensures process efficiency. Manufacturers save money by minimizing
the resources required to produce the end product.
Ensure Safety
A run-away process, such as an out-of-control nuclear or chemical
reaction, may result if manufacturers do not maintain precise control
of all of the processg variables. The consequences of a run-away
process can be catastrophic.
Precise process control may also be required to ensure safety. For
example, maintaining proper boiler pressure by controlling the inflow
of air used in combustion and the outflow of exhaust gases is crucial
in preventing boiler implosions that can clearly threaten the safety of
workers.
Fundamentals of Control 3
© 2006 PAControl.com
Control Theory Basics
This section presents some of the basic concepts of control and provides a foundation from which to
understand more complex control processes and algorithms later described in this module. Common terms and
concepts relating to process control are defined in this section.
LEARNING OBJECTIVES
After completing this section, you will be able to:
❑ Define control loop
❑ Describe the three tasks necessary for process control to occur:
• Measure
• Compare
• Adjust
❑ Define the following terms:
• Process variable
• Setpoint
• Manipulated variable
• Measured variable
• Error
• Offset
• Load disturbance
• Control algorithm
❑ List at least five process variables that are commonly controlled in process measurement industries
❑ At a high level, differentiate the following types of control:
• Manual versus automatic feedback control
• Closed-loop versus open-loop control
Note: To answer the activity questions the Hand Tool (H) should be activated.
Fundamentals of Control 4
© 2006 PAControl.com
Control Theory Basics
THREE TASKS
Control loops in the process control industry work in the same way,
requiring three tasks to occur:
❑ Measurement
❑ Comparison
❑ Adjustment
In Figure 7.1, a level transmitter (LT) measures the level in the tank
and transmits a signal associated with the level reading to a controller
(LIC). The controller compares the reading to a predetermined value,
in this case, the maximum tank level established by the plant
operator, and finds that the values are equal. The controller then
sends a signal to the device that can bring the tank level back to a
lower level—a valve at the bottom of the tank. The valve opens to let
some liquid out of the tank.
Many different instruments and devices may or may not be used in
control loops (e.g., transmitters, sensors, controllers, valves, pumps),
but the three tasks of measurement, comparison, and adjustment are
always present.
LIC
LT
Maximum
level
5 Fundamentals of Control
© 2006 PAControl.com.
Control Theory Basics
1 45 ft
2 55 ft
3 5 ft
4 50 ft
Fundamentals of Control 6
© 2006 PAControl.com
Control Theory Basics
Variables
ERROR
Error is the difference between the measured variable and the
setpoint and can be either positive or negative. In the temperature
control loop example, the error is the difference between the 110 °C
measured variable and the 100 °C setpoint—that is, the error is +10
°C.
The objective of any control scheme is to minimize or eliminate error.
Therefore, it is imperative that error be well understood. Any error
can be seen as having three major components. These three
components are shown in the figure on the folowing page
Magnitude
The magnitude of the error is simply the deviation between the values
of the setpoint and the process variable. The magnitude of error at any
point in time compared to the previous error provides the basis for
determining the change in error. The change in error is also an
important value.
7 Fundamentals of Control
© 2006 PAControl.com
Control Theory Basics
Rate Of Change
The rate of change is shown by the slope of the error plot.
Magnitude of Error
Duration SP
Components of Error
OFFSET
Offset is a sustained deviation of the process variable from the
setpoint. In the temperature control loop example, if the control
system held the process fluid at 100.5 °C consistently, even though
the setpoint is 100 °C, then an offset of 0.5 °C exists.
LOAD DISTURBANCE
A load disturbance is an undesired change in one of the factors that
can affect the process variable. In the temperature control loop
example, adding cold process fluid to the vessel would be a load
disturbance because it would lower the temperature of the process
fluid.
CONTROL ALGORITHM
A control algorithm is a mathematical expression of a control
function. Using the temperature control loop example, V in the
equation below is the fuel valve position, and e is the error. The
relationship in a control algorithm can be expressed as:
Fundamentals of Control 8
© 2006 PAControl.com
Control Theory Basics
Feedback
Algorithm Example
Control algorithms can be used to calculate the requirements of much
more complex control loops than the one described here. In more
complex control loops, questions such as “How far should the valve
be opened or closed in response to a given change in setpoint?” and
“How long should the valve be held in the new position after the
process variable moves back toward setpoint?” need to be answered.
9 Fundamentals of Control
© 2006 PAControl.com
Control Theory Basics
10 Fundamentals of Control
©2006 PAControl.com
Components of Control Loops and ISA
Symbology
This section describes the instruments, technologies, and equipment used to develop and maintain process
control loops. In addition, this section describes how process control equipment is represented in technical
drawings of control loops.
LEARNING OBJECTIVES
After completing this section, you will be able to:
❑ Describe the basic function of and, where appropriate, the basic method of operation for the following
control loop components:
• Primary element/sensor
• Transducer
• Converter
• Transmitter
• Signal
• Indicator
• Recorder
• Controller
• Correcting element/final control element
• Actuator
❑ List examples of each type of control loop component listed above
❑ State the advantages of 4–20 mA current signals when compared with other types of signals
❑ List at least three types of final control elements, and for each one:
• Provide a brief explanation of its method of operation
• Describe its impact on the control loop
• List common applications in which it is used
❑ Given a piping and instrumentation drawing (P&ID), correctly label the:
• Instrument symbols (e.g., control valves, pumps, transmitters)
• Location symbols (e.g., local, panel-front)
• Signal type symbols (e.g., pneumatic, electrical)
❑ Accurately interpret instrument letter designations used on P&IDs
Fundamentals of Control 11
© 2006 PAControl.com
Components of Control Loops and ISA Symbology
12 Fundamentals of Control
© 2006 PAControl.com
Components of Control Loops and ISA Symbology
TRANSMITTERS
A transmitter is a device that converts a reading from a sensor
or transducer into a standard signal and transmits that signal 4. A transmitter is a device that converts
to a monitor or controller. Transmitter types include: a reading from a transducer into a
❑ Pressure transmitters standard signal and transmits that signal
❑ Flow transmitters to a monitor or controller. Is this
❑ Temperature transmitters statement true or false?
❑ Level transmitters
❑ Analytic (O2 [oxygen], CO [carbon monoxide], and pH)
transmitters
Fundamentals of Control 13
© 2006 PAControl.com
Components of Control Loops and ISA Symbology
Analog Signals
The most common standard electrical signal is the 4–20 mA current
signal. With this signal, a transmitter sends a small current through a
set of wires. The current signal is a kind of gauge in which
4 mA represents the lowest possible measurement, or zero, and 20
mA represents the highest possible measurement.
For example, imagine a process that must be maintained at 100 °C.
An RTD temperature sensor and transmitter are installed in the
process vessel, and the transmitter is set to produce a 4 mA signal
when the process temperature is at 95 °C and a 20 mA signal
when the process temperature is at 105 °C. The transmitter will
transmit a 12 mA signal when the temperature is at the 100 °C
setpoint. As the sensor’s resistance property changes in
response to changes in temperature, the transmitter outputs a
4–20 mA signal that is proportionate to the temperature changes. This
signal can be converted to a temperature reading or an
input to a control device, such as a burner fuel valve.
Other common standard electrical signals include the 1–5 V (volts)
signal and the pulse output.
14 Fundamentals of Control
Components of Control Loops and ISA Symbology
INDICATORS
While most instruments are connected to a control system, operators
sometimes need to check a measurement on the factory floor at the 7. Which of the following are examples
measurement point. An indictor makes this reading possible. An of a digital signal?
indicator is a human-readable device that displays information about Select all options that apply.
the process. Indicators may be as simple as a pressure or temperature
gauge or more complex, such as a digital read-out device. Some 1 Profibus
indicators simply display the measured variable, while others have 2 4 - 20 mA
control buttons that enable operators to change settings in the field. 3 1-5v
4 Fieldbus
5 3 - 15 psig
15 Fundamentals of Control
© 2006 PAControl.com
Components of Control Loops and ISA Symbology
CONTROLLERS
DCS
Controllers
16 Fundamentals of Control
© 2006 PAControl.com
Components of Control Loops and ISA Symbology
Fundamentals of Control 17
© 2006 PAControl.com
Components of Control Loops and ISA Symbology
Smart
Transmitter
Smart Transmitter
Digital Valve Controller (Provides PID Output)
(Smart Positioner)
Types of Process Controllers
ACTUATORS
An actuator is the part of a final control device that causes a physical
change in the final control device when signalled to do so. The most
common example of an actuator is a valve actuator, which opens or
closes a valve in response to control signals from a controller.
Actuators are often powered pneumatically, hydraulically, or
electrically. Diaphragms, bellows, springs, gears, hydraulic pilot
valves, pistons, or electric motors are often parts of an actuator system.
18 Fundamentals of Control
© 2006 PAControl.com
Components of Control Loops and ISA Symbology
ISA Symbology
The Instrumentation, Systems, and Automation Society (ISA) is one of
the leading process control trade and standards organizations. The ISA
Activities
has developed a set of symbols for use in engineering drawings and 12. What does the acronym P&ID
designs of control loops (ISA S5.1 instrumentation symbol stand for?
specification). You should be familiar with ISA symbology so that you
can demonstrate possible process control loop solutions on paper to
your customer. Figure 7.5 shows a control loop using ISA symbology. 1 Piping and Instrument Designing
Drawings of this kind are known as piping and instrumentation 2 Piping and Instrumentation
drawings (P&ID). Drawing
3 Process Control and Installation
SP Drawing
FIC TIC 4 Proportional, Intergral and
123 123 Derivative control
YIC
TY 123
123
TT
123
FT
123
Fundamentals of Control 19
© 2006 PAControl.com
Components of Control Loops and ISA Symbology
ISA Symbology
SYMBOLS Activities
In a P&ID, a circle represents individual measurement instruments, 13. Which of the following is a symbol of
such as transmitters, sensors, and detectors (Figure 7.6). a transmitter in an auxiliary
LOCATION location?
1
Control Room Auxiliary Field Not Accessible
Figure 7.6: Discrete Instruments
A single horizontal line running across the center of the shape 2
indicates that the instrument or function is located in a primary
location (e.g., a control room). A double line indicates that the
3
function is in an auxiliary location (e.g., an instrument rack). The
absence of a line indicates that the function is field mounted, and a
dotted line indicates that the function or instrument is inaccessible
(e.g., located behind a panel board). 4
1
Shared Control/Display Elements
4
Control Room Auxiliary Field Not Accessible
20 Fundamentals of Control
© 2006 PAControl.com
Components of Control Loops and ISA Symbology
ISA Symbology
Activities
15. Which of the following is a symbol of
a controller located behind a
panel?
Fundamentals of Control 21
© 2006 PAControl.com
Components of Control Loops and ISA Symbology
ISA Symbology
A square with a diamond inside represents PLCs (Figure 7.9). Activities
PLC Types
16. The symbol displayed below denotes
a PLC in a primary location.
Is this statement true or false?
PLCs
Two triangles with their apexes contacting each other (a “bow tie”
shape) represent a valve in the piping. An actuator is always drawn
above the valve (Figure 7.10).
Valves 1
Pumps
2
Directional arrows showing the flow direction represent a pump
(Figure 7.11).
3
Pumps
Fundamentals of Control 22
© 2006 PAControl.com
Components of Control Loops and ISA Symbology
ISA Symbology
Piping and Connections Activities
Piping and connections are represented with several different symbols
(Figure 7.12): 18. The symbols displayed below represent
a data link and a process connection.
❑ A heavy solid line represents piping
Is this statement true or false?
❑ A thin solid line represents process connections to instruments
(e.g., impulse piping)
❑ A dashed line represents electrical signals (e.g., 4–20 mA
connections)
❑ A slashed line represents pneumatic signal tubes
❑ A line with circles on it represents data links
Other connection symbols include capillary tubing for filled systems
(e.g., remote diaphragm seals), hydraulic signal lines, and guided
electromagnetic or sonic signals.
Piping
Process
connection
Electrical
signal
Pneumatic
signal
Data
link
Hydraulic
signal line
Guided
electromagnetic
or sonic signal
23 Fundamentals of Control
© 2006 PAControl.com
Components of Control Loops and ISA Symbology
ISA Symbology
IDENTIFICATION LETTERS Activities
Identification letters on the ISA symbols (e.g., TT for temperature 19. The initial letter on an ISA symbol
transmitter) indicate: indicates the measured variable. Is
❑ The variable being measured (e.g., flow, pressure, temperature) this statement true or false?
❑ The device’s function (e.g., transmitter, switch, valve, sensor,
indicator)
❑ Some modifiers (e.g., high, low, multifunction)
Table 7.1 on page 26 shows the ISA identification letter designations.
The initial letter indicates the measured variable. The second letter
indicates a modifier, readout, or device function. The third letter
usually indicates either a device function or a modifier.
For example, “FIC” on an instrument tag represents a flow indicating
controller. “PT” represents a pressure transmitter. You can find
identification letter symbology information on the ISA Web site at
http://www.isa.org. 20. What does the third letter on an ISA
symbol indicate?
TAG NUMBERS
Numbers on P&ID symbols represent instrument tag numbers. Often
1 Device function or a modifier
these numbers are associated with a particular control loop (e.g., flow
transmitter 123). See Figure 7.13.
2 Measured variable
3 Readout
Identification 4 Type of process fluid
letters
FIC
123
Tag number
Fundamentals of Control 24
© 2006 PAControl.com
Components of Control Loops and ISA Symbology
ISA Symbology
Measured Variable Modifier Readout Device Function Activities
Modifier
A Analysis Alarm
B Burner, combustion User’s choice User’s choice User’s choice
C User’s choice Control
D User’s choice Differential
Sensor (primary
E Voltage
element)
F Flow rate Ration (fraction)
G User’s choice Glass, viewing device
H Hand High
I Electrical Current Indication
J Power Scan
K Time, time schedule Time rate of change Control station
L Level Light Low
M User’s choice Momentary Middle, intermediate
N User’s choice User’s choice User’s choice User’s choice
O User’s choice Orifice, restriction
P Pressure, vacuum Point, test connection
Q Quantity Integrate, totalizer
R Radiation Record
S Speed, frequency Safety Switch
T Temperature Transmit
U Multivariable Multifunction Multifunction Multifunction
Vibration, mechanical
V Valve, damper, louver
analysis
W Weight, force Well
X Unclassified X axis Unclassified Unclassified Unclassified
Event, state, or
Relay, compute,
Y presence Y axis
convert
25 Fundamentals of Control
© 2006 PAControl.com
Components of Control Loops and ISA Symbology
ISA Symbology
ISA SYMBOLOGY REVIEW Activities
Figure 7.14 shows the elements of ISA symbology used in a P&ID. 21.. In Figure 7.14, what kind of
signal is transmitted out from the
Flow indicating controller that
performs a square root flow temperature transmitter?
calculation (primary location) Temperature
indicating
controller (field
mounted)
1 Data link
FIC SP
TIC 2 Mechanical signal
123 Data link 123 3 Electrical signal
Electrical PLC 4 Pneumatic signal
signal
YIC
TY 123
Flow 123
transmitter Pneumatic
line
Temperature TT
computer
123
FT
123 Temperature
transmitter
Impulse
Tubing
Pipe
Pneumatically Electrically
actuated valve actuated valve
Fundamentals of Control 26
© 2006 PAControl.com
Controller Algorithms and Tuning
The previous sections of this module described the purpose of control, defined individual elements within
control loops, and demonstrated the symbology used to represent those elements in an engineering drawing.
The examples of control loops used thus far have been very basic. In practice, control loops can be fairly
complex. The strategies used to hold a process at setpoint are not always simple, and the interaction of
numerous setpoints in an overall process control plan can be subtle and complex. In this section, you will be
introduced to some of the strategies and methods used in complex process control loops.
LEARNING OBJECTIVES
After completing this section, you will be able to:
❑ Differentiate between discrete, multistep, and continuous controllers
❑ Describe the general goal of controller tuning.
❑ Describe the basic mechanism, advantages and disadvantages of the following mode of controller action:
• Proportional action
• Intergral action
• Derivative action
❑ Give examples of typical applications or situations in which each mode of controller action would be
used.
❑ Identify the basic implementation of P, PI and PID control in the following types of loops:
• Pressure loop
• Flow loop
• Level loop
• Temperature loop
Note: To answer the activity questions the Hand Tool (H) should be activated.
Fundamentals of Control 27
© 2006 PAControl.com
Controller Algorithms and Tuning
Controller Algorithms
The actions of controllers can be divided into groups based upon the Activities
functions of their control mechanism. Each type of contoller has
advantages and disadvantages and will meet the needs of different 1. Which one of the following is an
applications. Grouped by control mechanism function, the three everyday example of a discrete
types of controllers are: controller?
❑ Discrete controllers Select the options that apply.
❑ Multistep controllers
1 Refrigerator
❑ Continuous controllers 2 Electric iron
3 Air conditioner
DISCRETE CONTROLLERS 4 Rice cooker
Dead
zone
Control action
Discrete Control
28 Fundamentals of Control
© 2006 PAControl.com
Controller Algorithms and Tuning
Controller Algorithms
MULTISTEP CONTROLLERS Activities
Multistep controllers are controllers that have at least one other 2. A controller with three or more
possible position in addition to on and off. Multistep controllers set positions is called a continuous
operate similarly to discrete controllers, but as setpoint is approached, controller. Is this statement true or
the multistep controller takes intermediate steps. Therefore, the false?
oscillation around setpoint can be less dramatic when multistep
controllers are employed than when discrete controllers are used
(Figure 7.16).
Control action
CONTINUOUS CONTROLLERS
Controllers automatically compare the value of the PV to the SP to
determine if an error exists. If there is an error, the controller adjusts
its output according to the parameters that have been set in the
controller. The tuning parameters essentially determine:
How much correction should be made? The magnitude of the
correction( change in controller output) is determined by the
proportional mode of the controller.
Fundamentals of Control 29
© 2006 PAControl.com
Controller Algorithms and Tuning
Controller Algorithms
When there is an error, the controller SP PV Activities
makes a change in its output.
It determines:
How much? Proportional Mode
How long? Integral Mode
How fast? Derivative Mode
Setpoint
LIC I/P
P I D
Controller
LT
PV
SP
Load
Fundamentals of Control 30
© 2006 PAControl.com
Controller Algorithms and Tuning
GAIN
Controller tuning is performed to adjust the manner in which a control
valve (or other final control element) responds to a change in error.
In particular, we are interested in adjusting the gain of the controller
such that a change in controller input will result in a change in
controller output that will, in turn, cause sufficient change in
valve position to eliminate error, but not so great a change as
to cause instability or cycling.
Gain is defined simply as the change in output divided by the change
in input.
Examples:
Change in Input to Controller - 10%
Change in Controller Output - 20%
Gain = 20% / 10% = 2
31 Fundamentals of Control
© 2006 PAControl.com
Controller Algorithms and Tuning
Output %
50 Gain=0.5
0
0 50 100
Input %
Graphical Representaion of Gain Concept
LT LT
Fast and Slow Processes May Require Different Controller Gain Settings
32 Fundamentals of Control
© 2006 PAControl.com
Controller Algorithms and Tuning
Proportional Mode
PROPORTIONAL ACTION Activities
The proportional mode is used to set the basic gain value of the 5. Identify the major disadvantage
controller. The setting for the proportional mode may be expressed of proportional action.
as either:
1. Proportional Gain
2. Proportional Band 1 Tends to leave an offset
2 Reset Windup during shutdown
PROPORTIONAL GAIN 3 Possible overshoot during
In electronic controllers, proportional action is typically expressed as startup
proportional gain. Proportional Gain (Kc) answers the question: 4 Can cause cycling in fast process
"What is the percentage change of the controller output relative to the by amplifying noisy signals
percentage change in controller input?"
Proportional Gain is expressed as:
Gain, (Kc) = ∆Output% /∆Input %
PROPORTIONAL BAND
Proportional Band (PB) is another way of representing the same
information and answers this question:
"What percentage of change of the controller input span will cause a
100% change in controller output?"
33 Fundamentals of Control
© 2006 PAControl.com
Controller Algorithms and Tuning
Proportional Mode
Gain=2
PB= 50%
Gain=1
PB=100%
Gain=0.5
PB=200%
Activities
100
6. If proportional gain is 0.5, and a
level reading is 5% above setpoint,
Output %
a proportional controller will signal
50
the outflow control valve to open
by <1 / 2.5 / 5> % of its full range.
0
0 50 100 150 200
Input %
34 Fundamentals of Control
© 2006 PAControl.com
Controller Algorithms and Tuning
Proportional Mode
∆Controller Output = ∆ Input X Gain Activities
∆Controller Output = 10% X 2 = 20%
Expressed in Units:
Controller Output Change = (0.2)(12 psi span) = 2.4 psi OR
(0.2)(16 mA span) = 3.2 mA
35 Fundamentals of Control
© 2006 PAControl.com
Controller Algorithms and Tuning
Proportional Mode
10
IVP
Activities
9
36 Fundamentals of Control
© 2006 PAControl.com
Controller Algorithms and Tuning
Integral Mode
INTEGRAL ACTION Activities
Duration of Error and Integral Mode - Another component of error 8. _____________ action is the type of
is the duration of the error, i.e., how long has the error existed? control algorithm that eliminates offset.
The controller output from the integral or reset mode is a function of
the duration of the error.
100
90
80
70
60
PV
% 50
40
30
20 SP
Duration
10
0
0 1 2 3 4 5 6 7 8 9 10
INTEGRAL(RESET)
37 Fundamentals of Control
© 2006 PAControl.com
Controller Algorithms and Tuning
Integral Mode
CLOSED LOOP ANALYSIS Activities
Closed Loop With Reset - Adding reset to the controller adds one more 9. Which of the following are integral
gain component to the loop. The faster the reset action, the greater or reset actions expressed in
the gain. terms of?
Slow Reset Example - In this example the loop is stable because Select all options that apply.
the total loop gain is not too high at the loop critical frequency.
1 Repeats per setting
Notice thatthe process variable does reach set point due to the reset
action. 2 Repeats per minute
3 Repeats per loop
100
90
4 Minutes per repeat
80
SP
70
60
50
% PV
40
30
20 IVP
PB=80%
10
Repeat=2.0 Repeats/min
0 TIME
0 1 2 3 4 5 6 7 8 9 10
Fast Reset Example - In the example the rest is too fast and the PV is
cycling around the SP.
100
90
80
70 SP
60
50
% PV
40
30
IVP
20
PB=80%
10 Repeat=10 Repeats/min
0 TIME
0 1 2 3 4 5 6 7 8 9 10
38 Fundamentals of Control
© 2006 PAControl.com
Controller Algorithms and Tuning
Integral Mode
RESET WINDUP Activities
Defined - Reset windup is described as a situation where the controller 10. Identify the major disadvantages
output is driven from a desired output level because of a large of integral action.
difference between the set point and the process variable. Select all options that apply.
100
1 Tends to leave an offset
2 Reset windup during shutdown
3 Possible overshoot during start up
4 Can cause cycling in fast process
Output% by amplifying noisy signals
IVP
ARW
0
INPUT(ERROR)
100
SP
Input %
PV
ARW
0
Shutdown Input(Error) Startup
Reset Windup - Shutdown and Startup
39 Fundamentals of Control
© 2006 PAControl.com
Controller Algorithms and Tuning
Integral Mode
windup (ARW) device. The purpose of an anti-reset option is to allow Activities
the output to reach its desired value quicker, therefore minimizing
the overshoot.
SUMMARY
Integral (Reset) Summary - Output is a repeat of the proportional
action as long as error exists. The units are in terms of repeats per
minute or minutes per repeat.
Advantages - Eliminates error
Disadvantages - Reset windup and possible overshoot
Trailing and Error Tuning - Increase repeats per minute until the
PV cycles following a disturbance, then slow the reset action to a
value that is 1/3 of the initial setting.
40 Fundamentals of Control
© 2006 PAControl.com
Controller Algorithms and Tuning
Derivative Mode
DERIVATIVE ACTION Activities
Derivative Mode Basics - Some large and/or slow process do not 11. ___________ action is a control
respond well to small changes in controller output. For example, algorithm that is tied to the rate of
a large liquid level process or a large thermal change in the error.
process (a heat exchanger) may react very slowly to a small change
in controller output. To improve response, a large initial change in
controller output may be applied. This action is the role of the
derivative mode.
20
SP
10
0 TIME
0 1 2 3 4 5 6 7 8 9 10
41 Fundamentals of Control
© 2006 PAControl.com
Controller Algorithms and Tuning
Derivative Mode
Example - Let's start a closed loop example by looking at a Activities
temperature control system. IN this example, the time scale has been
13. The addition of derivative or rate alone
lengthened to help illustrate controller actions in a slow process.
to a close loop control can cause the
Assume a proportional band settingof 50%. There is no reset at
process variable to match the set point.
this time. The proportional gain of 2 acting on a 10% change in set
Is this statement true or false?
pint results in a change in controller output of 20%. Because
temperature is a slow process the setting time after a change in error
is quite long. And, in this example, the PV never becomes equal to
the SP because there is no reset.
Rate Effect - To illustrate the effect of rate action, we will add the
are mode with a setting of 1 minute. Notice the very large controller
output at time 0. The output spike is the result of rate action. Recall
that the change in output due to rate action is a function of the speed
(rate) of change of error, which in a step is nearly infinite. The
addition of rate alone will not cause the process variable to match the
set point.
100
90
80
IVP
70
60 SP
50
40 PV
30
20 PB=50%
10 Reset=0
Rate=0
0 TIME
100
IVP
90
80
70
PV
60 SP
50
40 PV
30
20 PB=50%
10 Reset=0
Rate=1 min
0 TIME
0 100 200 300 400
No Rate, Small Rate examples, Closed Loop
42 Fundamentals of Control
© 2006 PAControl.com
Controller Algorithms and Tuning
Derivative Mode
Effect of Fast Rate - Let's now increase the rate setting to 10 minutes. Activities
The controller gain is now much higher. As a result, both the IVP
(controller output) and the PV are cycling. The point here is that
increasing the rate setting will not cause the PV to settle at the SP.
100 IVP
90
80
70 SP
60
50
PV
40
30
20 PB= 50%
10 Reset=0
Rate= 10 min
0 TIME
0 100 200 300 400
P+D, High Rate Setting, Closed Loop Analysis
Need for Reset Action - It is now clear that reset must be added to
bring process variable back to set point.
43 Fundamentals of Control
© 2006 PAControl.com
Controller Algorithms and Tuning
Derivative Mode
SUMMARY Activities
Derivative (Rate) Sumary - Rate action is a function of the speed of
change of the error. The units are minutes. The action is to apply an
immediate response that is equal to the proportional plus reset action
that would have occurred some number of minutes I the future.
Settings
Large (Minutes) 1.High Gain
2.Large Output Change
3.Possible Cycling
Small (Minutes) 1.Low Gain
2.Small Output Change
3.Stable Loop
Trial-and-Error Tuning
Increase the rate setting until the process cycles following a
disturbance, then reduce the rate setting to one-third of the initial
value.
44 Fundamentals of Control
© 2006 PAControl.com
Controller Algorithms and Tuning
Controller Algorithms
Proportional, PI, and PID Control Activities
By using all three control algorithms together, process operators can:
14. What type of control is used in
❑ Achieve rapid response to major disturbances with derivative
an application where noise is
control
present, but where no offset can
❑ Hold the process near setpoint without major fluctuations with be tolerated?
proportional control
❑ Eliminate offset with integral control
Not every process requires a full PID control strategy. If a small offset 1 P only
has no impact on the process, then proportional control alone may be 2 PD
sufficient. 3 PI
PI control is used where no offset can be tolerated, where noise 4 PID
(temporary error readings that do not reflect the true process variable
condition) may be present, and where excessive dead time (time after
a disturbance before control action takes place) is not a problem.
In processes where no offset can be tolerated, no noise is present, and
where dead time is an issue, customers can use full PID control.
Table 7.2 shows common types of control loops and which types of
control algorithms are typically used.
Controlled Proportional
Variable Control PI Control PID Control
Flow Yes Yes No
Level Yes Yes Rare
Temperature Yes Yes Yes
Pressure Yes Yes Rare
Analytical Yes Yes Rare
Fundamentals of Control 45
© 2006 PAControl.com
Process Control Loops
In this section, you will learn about how control components and control algorithms are integrated to create a
process control system. Because in some processes many variables must be controlled, and each variable can
have an impact on the entire system, control systems must be designed to respond to disturbances at any point
in the system and to mitigate the effect of those disturbances throughout the system.
LEARNING OBJECTIVES
After completing this section, you will be able to:
❑ Explain how a multivariable loop is different from a single loop.
❑ Differentiate feedback and feedforward control loops in terms of their operation, design, benefits, and
limitations
❑ Perform the following functions for each type of standard process control loop (i.e., pressure, flow, level,
and temperature):
• State the type of control typically used and explain why it is used
• Identify and describe considerations for equipment selection (e.g., speed, noise)
• Identify typical equipment requirements
• Diagram the loop using ISA symbology
❑ Explain the basic implementation process, including a description of equipment requirements and
considerations, for each of the following types of control:
• Cascade control
• Batch control
• Ratio control
• Selective control
• Fuzzy control
❑ Describe benefits and limitations of each type of control listed above
❑ Give examples of process applications in which each type of control described in this section might be
used
Note: To answer the activity questions the Hand Tool (H) should be activated.
Fundamentals of Control 46
© 2006 PAControl.com
Process Control Loops
Controller
Process
fluid
Steam valve
Transmitter
Feedback Loop
An everyday example of a feedback loop is the cruise control system
in an automobile. A setpoint is established for speed. When the car
begins to climb a hill, the speed drops below setpoint and the
controller adjusts the throttle to return the car’s speed to setpoint.
Feedback loops are commonly used in the process control industry.
The advantage of a feedback loop is that it directly controls the
desired process variable. The disadvantage to feedback loops is that
the process variable must leave setpoint for action to be taken.
47 Fundamentals of Control
© 2006 PAControl.com.
Process Control Loops
Pneumatic
controller
Relief
valve
Pressure
transmitter
Process
fluid
Fluid
pump
A Pressure Loop
Fundamentals of Control 48
© 2006 PAControl.com
Process Control Loops
Pneumatic
controller
Flow
transmitter
Valve
Process
fluid
Fluid
pump
A Flow Loop
49 Fundamentals of Control
© 2006 PAControl.com.
Process Control Loops
Converter
Level
controller
Differential
pressure
transmitter
A Level Loop
Fundamentals of Control 50
© 2006 PAControl.com
Process Control Loops
Controller
Process
fluid Temperature
transmitter
Valve
A Temperature Loop
51 Fundamentals of Control
© 2006 PAControl.com
Process Control Loops
Primary
controller
Transmitter
SP
Secondary
controller Valve
Transmitter
Multivariable Loop
When tuning a control loop, it is important to take into account the
presence of multivariable loops. The standard procedure is to tune the
secondary loop before tuning the primary loop because adjustments
to the secondary loop impact the primary loop. Tuning the primary
loop will not impact the secondary loop tuning.
52 Fundamentals of Control
© 2006 PAControl.com
Process Control Loops
Steam valve
Feedforward Control
An advantage of feedforward control is that error is prevented, rather
than corrected. However, it is difficult to account for all possible load
disturbances in a system through feedforward control. Factors such as
outside temperature, buildup in pipes, consistency of raw materials,
humidity, and moisture content can all become load disturbances and
cannot always be effectively accounted for in a feedforward system.
In general, feedforward systems should be used in cases where the
controlled variable has the potential of being a major load disturbance
on the process variable ultimately being controlled. The added
complexity and expense of feedforward control may not be equal to
the benefits of increased control in the case of a variable that causes
only a small load disturbance.
Fundamentals of Control 53
© 2006 PAControl.com
Process Control Loops
Feedforward
controller Summing Feedback
controller controller
Flow
transmitter
Process
fluid Temperature
transmitter
Steam valve
54 Fundamentals of Control
© 2006 PAControl.com.
Process Control Loops
Secondary Primary
controller controller
Process
fluid
Temperature
Flow transmitter
transmitter
Valve
Cascade Control
Fundamentals of Control 55
© 2006 PAControl.com
Process Control Loops
RATIO CONTROL
Imagine a process in which an acid must be diluted with water in the
proportion two parts water to one part acid. If a tank has an acid
supply on one side of a mixing vessel and a water supply on the other,
a control system could be developed to control the ratio of acid to
water, even though the water supply itself may not be controlled. This
type of control system is called ratio control (Figure 7.26). Ratio
control is used in many applications and involves a contoller that
receives input from a flow measurement device on the unregulated
(wild) flow. The controller performs a ratio calculation and signals the
appropriate setpoint to another controller that sets the flow of the
second fluid so that the proper proportion of the second fluid can be
added.
Ratio control might be used where a continuous process is going on
and an additive is being put into the flow (e.g., chlorination of water).
Ratio Control
56 Fundamentals of Control
© 2006 PAControl.com
Process Control Loops
Fundamentals of Control 57
© 2006 PAControl.com
Module 7: Workbook Exercises
EXERCISE 7.1— THE IMPORTANCE OF PROCESS CONTROL
1. Which of the following options best represents the reasons to control a process?
(Select three options that apply)
2. Process is defined as the method of changing or refining raw materials to create end
products. Is this statement true or false?
(1) True
(2) False
1. Which of the following tasks is associated with process control? (Select three options
that apply)
(1) Measurement
(2) Comparison
(3) Quality Analysis
(4) Adjustment
(5) Calculation
(1) Pressure
(2) Viscosity
(3) Nitrogen content
(4) Flow rate
(5) Temperature
3. A process liquid level needs to be held within 5 ft of 150 ft in a large tank. A pressure
transmitter monitors the liquid’s level using a pressure reading and sends the result
to a controller. The controller compares the level reading to the set point and opens
or closes an inflow or outflow pipe depending on the liquid level. Keeping in mind the
given scenario, match the terms in Column A with their values in Column B.
(A) The factor that is changed to keep a measured variable at set point.
(B) An undesired change in a factor that can affect the process variable.
(C) A value or range of values for a process variable that must be maintained to
keep the process running properly.
(D) A control operation that directly involves human action.
(E) A mathematical expression of a control function
(A) An operator turns off the heater coil when the temperature transmitter outputs
a certain reading.
(B) A controller turns off the heater coil at set intervals, regardless of the process
temperature.
(C) A temperature sensor measures process temperature, sends the result to a
controller to compare to the setpoint, and the controller turns off the heater
coil.
(1) Error
(2) Offset
(3) Rate of change
7. __________ is a continuing error due to the inability of a control system to keep the
measured variable at set point.
(1) recorder
(2) transmitter
(3) converter
2. 4–20 mA is the most common standard analog signal used in the process control
industry today. Is this statement true or false?
(1) True
(2) False
(1) an indicator
(2) a volt-meter
(3) an actuator
6. A pump motor is the most commonly used final control element. Is this statement
true or false?
(1) True
(2) False
2. Identify the two effects on a process variable if the proportional gain (Pgain) is set too
high? (Select all that apply)
3. Derivative gain (Dgain) is typically set to zero in flow applications since flow
applications are usually noisy and derivative control will react to readings that are in
fact noise, thus preventing the process from holding set point. Is this statement true
or false?
(1) True
(2) False
2. Match the component label in Column A to its ISA symbol representation in Column
B.
(1) slow
(2) fast
(3) variable speed
1. 1, 3, 5
2. 1
3. 1
1. 1, 2, 4
2. 1, 4, 5
3. D, C, B, A
4. B, E, D, A, C
5. C, A, B
6. 1
7. 2
1. 2
2. 1
3. C, A, B
4. 1
5. C, D, B, A
6. 2
7. B, C, D, A
1. C, A, D, B, E
2. 1, 4
3. 1
1. 3
2. B, C, D, A
3. 1
1. True
2. 1,3,5
3. 1,2,4
1. True
2. True
3. True
4. 4
5. 3
6. False
7. False
8. 2,4
1. 1,2,5
2. False
3. 3
4. True
5. 2,3,4
6. 1
7. 1,4
8. 2
9. 4
10. 3
11. 1
12. 2
13. 1
14. 2
15. 3
16. True
17. 4
18. True
19. True
20. 1
21. 3
1. 1,2,3,4
2. False
3. 2
4. False
5. 1
6. 2.5
7. 2,3
8. 3
9. 2,4
10. 2,3
11. 2
12. 4
13. False
14. 3
1. 4
2. 3
3. False
4. True
5. 1
6. True
7. 2
8. True
9. False
10. 3
11. 4
12. 1