Proceedings of ICALEPCS2009, Kobe, Japan TUP047

THE USE OF PROCESS AND INSTRUMENTATION DRAWINGS FOR

ACCELERATOR AND BEAMLINE CONTROL APPLICATIONS AT THE
CANADIAN LIGHT SOURCE*
G. Judkins, E. D. Matias#, M. McKibben, and J. Swirsky,
Canadian Light Source, University of Saskatchewan, Saskatoon, SK, CANADA

Abstract appropriate. The Processing and Instrumentation

In 2001 at the start of the Canadian Light Source Drawings (P&ID) are created in a draft form at the
Project, the CLS began to adopt the use of Process and beginning of the project and refined as the design
Instrumentation Drawings not only for process systems progresses. They are then used to support operations and
but also for accelerator and beamline optical components. operational changes that occur through the life of the
Given existing industry standards have only been facility.
formulated for process applications this posed unique
challenges. This paper describes the internal standards DRAWINGS
that were adopted, how they evolved over the past nine All drawings at the CLS are centrally managed by a
years and operation benefits we have been able to achieve common drawing office that supports the mechanical,
through the use of PID drawings. The paper also electrical, and controls engineering activities [1]. Each
examines the benefits from using AutoCAD scripts to drawing is individually numbered, and tracked in a central
automate the implementation of PID drawings. database. Historical revisions to drawings are also
archived and retained.
INTEGRATION WITHIN THE To automate the drawings process an AutoCAD based
ENGINEERING PROCESS menu system was developed using AutoCAD scripts. The
For control system and software engineering a process use of facility specific automation permits us to achieve a
is followed that parallels the unified process where the high level of commonality while effectively reducing
design is refined as we move from the initial proposal to effort.
commissioning. Figure 1 illustrates this process with the
top bar outlining the system engineering process and the
INPUTS TO THE P&ID
second bar showing the relationship to the unified The Process Flow Drawings (PFD) are developed as
process. Under each stage is a list of the deliverables that part of the mechanical engineering process. The PFD
are normally developed. define the optical elements of the accelerator or beamline,
and other supporting mechanical systems (water flow,
heat exchangers etc.) as well as vacuum and water flow
design and trip levels that are then used for machine
protection. The PFD therefore acts as a primary input
into the P&ID.
Additional input is gained by working with other
engineering and scientific groups to define the functional
requirements for the system.

NAMING CONVENTION
A common equipment naming convention is used on all
mechanical, electrical, P&IDs and PFDs as well as the
PLC software, EPICS control system software and
documentation [2].
The naming convention consists of a one to four letter
equipment type code, followed by room number with an
optional sub-area identified followed by a serial number.
Figure 1: Control system engineering process. For example, IOP1408-01 would be the first ion pump in
room 1408.
At each step in the process we review and refine the
requirements, analysis, design and implementation as OPTICAL COMPONENTS
P&IDs are commonly used in the process industry and
___________________________________________

*This work was performed at the Canadian Light Source, which is

supported by NSERC, NRC, CIHR, and the University of generally follow industry standards. They have not
Saskatchewan.
#
traditionally been used in accelerator applications. The
[email protected]
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TUP047 Proceedings of ICALEPCS2009, Kobe, Japan

CLS has had to develop a graphical nomenclature to are clouded in blocks and the revision number of the
represent common accelerator and beamline optical drawings that resulted in the change shown in a triangle.
components.
Figure 2 illustrates a portion of a P&ID drawing for IDENTIFING INTERLOCKS
such an application. Beam (in this example photons) During the first few years of using P&IDs interlocks
move from left to right. Initially the photons pass through were not shown. Over time we have added more and
a BPM block (BPM1406-B20-01) that contains an ion- more detail to these drawing. Operationally this has the
pump shown on the bottom and two pico-am meters advantage of having controls, engineering, scientific and
(A1408-01/2) shown on the top. The meters are then operational staff working from the same information that
connected by serial lines to ports P1, and P2 on an EPICS is readily available to all.
Input/Output Controller (IOC1408-001). The blue and Interlocks are identified on tables that appear near the
red lines coming from the top indicate that the BPM is bottom of the PID drawings. An example from a
water cooled and the return line is equipped with a RTD beamline front-end is show in Figure 2. Interlock 1 on
temperature sensor and flow switch that are monitored by this drawings causes six vacuum valves (VVR) to be
a PLC. closed as indicated in the table. This interlock is initiated
by two ion pump power supply channels (PS2407.3-02
HV 1 and PS2407.3-02 HV2).

Figure 3: Interlock shown on a P&ID.

As illustrated in the figures these drawings capture

information about the relationship between the optical,
mechanical equipment and the control system. This
serves to both define the control system requirements and
interfaces.
Figure 2: Control system interface to optical Since there were no pre-existing standard symbols
components shown on a P&ID. available we needed to develop our own. The standard
optical symbols are shown in Figure 4. In addition
The BPM is then followed by a photon shutter that is standard RF symbolism was also developed (not shown).
pneumatically actuated. From the control system various
digital inputs (DI), digital outputs (DO), analogue inputs CONCLUSION
(AI), and analogue outputs (AO) are identified. The use of P&IDs have been an effective method of
Shown above the beam pipe and between the BPM and communicating the design between the scientists,
photon shutter is a Varian multi-gauge controller that mechanical engineering staff and controls staff. These
connects to various vacuum gages (not shown) and has a form a common share bases for establishing the design
series of hardwired interlocks, analogue and digital IO as during the initial development stages.
well as a serial connection. Once into operations our practice has been to maintain
Following the photon shutter are two valves, one being reference printed versions of all the facility P&IDs in the
a fast valve and the second one being a regulate valve. control room. These have proven valuable in permitting
Though not relevant from a controls perspective operational staff to understand the relationship between
bellows, and ports are also shown on the P&IDs. When equipment and interlocks and the components within a
changes are made to the drawings the most recent changes facility. This is especially the case with systems that have
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 Proceedings of ICALEPCS2009, Kobe, Japan TUP047

matured in operations and are not undergoing extensive for revision control and adequate attention is pawed to
changes. ensure these are maintained up to date.
We have found a critical aspect in the use of these Over the past nine years the importance these drawings
drawings is that it is important that processes are in place play in the design process has increased as well as the
information captured.

Figure 4: Accelerator and beamline optical symbols.

REFERENCES
[1] J. Swirsky. “CAD/Drawing Guide”. Canadian Light
Source Technical Report 0.1.1.8 Rev. 1. Nov. 2005.
[2] G. Wright, and B. Harvey “CLS Naming and
Numbering Convention,” Canadian Light Source
Technical Report 0.2.1.1 Rev 4. July 2008.

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