Integrated Instrumentation

and
Documentation Software Tools

https://automationforum.co/

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 Disclaimer
This presentation is intended to give
general information on INtools software
and other procedure based on my
knowledge and experience.

https://automationforum.co/

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 Disclaimer
This presentation is intended to give
general information on INtools software
and other procedure based on my
knowledge and experience.

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 Some Design Software

• Smart Plant Instrumentation (SPI)

• Smart Plant P&ID
• PDS – (3D Modeling )
• Equipment / Plant
• Structure
• Electrical raceway etc

• Smart Plant Electrical

• Ele Equipment indices , Cable schedules,
• Cable Take-off (BOM) , Ele. load list
• Power dist Board (PDB) schedules 4
 Typical Plant Scenario
• Plant operator reports fault.
• Instrument engineer makes preliminary inspection.
• Instrument engineer requires documentation.
• Documentation HARD to find and OUT OF DATE
• Fault takes EXCESSIVE time to repair.
• INCREASED cost and lost production through downtime.

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 What is Smart Plant Instrumentation ?

• A central repository (a location for storage) for

ALL types of instrument related data.
• A single source for instrument data and drawings.
• A system that allows the instrument engineer to
keep track of all data changes.
• Provision of Up to date, correct information.

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 What is Smart Plant Instrumentation ?

New Features :-
• Integrates with SmartPlant Electrical
• Eliminates re-keying and data checking
• Exchange of PLC or other control signal data
• INtools exports load data for instruments and cabinets

• DCS interface with Emerson and Yokogawa

• Down load configuration data between DCS and SPI
• Enhanced efficiency of engineering
• Reduce risk of mistake
• Interface with Smartplant P&ID 7
Instrumentation is part of the plant life cycle
PLANT LIFE CYCLE

Process Initial Basic Detailed Construction Operatio

ideas Concept design design n

Instrumentation

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What do the users want?
• Ability to find information rapidly.
• Information to be consistent, accurate and up to date.
• Carry out transactions with efficiency.
• Access to shared information from wherever they are located.
• Single, consistent interface to find information.
• Access a consolidated information set.
• See information displayed in the format they need.
• Multi level access rights.
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 Smart Plant Instrumentation - Modules.
• Administration.
• Browser.
• Instrument Index.
• Specifications.
• Calculations.
• Process Data.
• Document Binder
• Wiring.
• Loop Drawings.
• Hook-ups. (Instrument Installation Details)
• Calibration.
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Administration Module

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 Administration
Creating SPI
Domain
Users, Groups,
and Access
Rights
Creating the
Plant-Area-Unit
Hierarchy
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Browser Module

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 Browser Module
•Wide-angle view of your instrumentation data
•Finding, Sorting and Filter Data in the Browser
View Window
•Browse through and modify it from within one
application.
•Export data.

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Browser Module

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 Browser Module
You can open multiple browser windows that present
information to meet your needs

For example you can create Browsers such as :-

• Control Valve Browser

• Cable Browser

• Electrical Tag browser

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Instrument Index Module

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 Instrument Index Module
• Defining Instrument Index Supporting Tables
• Creating P&ID drg number , Create lines
• Defining a Loop with Its Tags
• Duplicating a Loop with Its Tag Numbers
• Generate Instrument Index Reports
• Typical Loops (Create plant loops )

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Instrument Index Module

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Instrument Index Module
Defining Inst Type Profile

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Instrument Index Module
Defining Inst Type Profile

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Instrument Index Module
Defining Inst Type Profile

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Instrument Index Module
Defining Inst Type Profile

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 Instrument Index Module
Defining Inst Type Profile
Enter I/O Type

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 Instrument Index Module
Defining Inst Type Profile
Enter Manufacturer Data

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 Instrument Index Module
Defining Inst Type Profile

Define a Loop with its Tags

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 Instrument Index Module
Defining Inst Type Profile

Duplicating a Loop with its Tags

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 Instrument Index Module
Defining Inst Type Profile

Create Loops in Batch mode

• Create your user-defined typical loop

• This loop to be used as “Template”
• Create numerous loops from Template

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 Instrument Index Module
Defining Inst Type Profile
View and Edit Data

View Inst Index data in Browser view

Change the layout of Inst Index Data

Edit the Browser view records

• Single-Row Editing
• Multi-Row Editing

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 Instrument Index Module
Defining Inst Type Profile
Find and Sort Data in Browser View

Sort Data

•This option enables you to sort the

displayed tag numbers

• Double-click the Instrument Type column

header to sort the tag number

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 Instrument Index Module
Defining Inst Type Profile
Other features :-
• Print the Contents of Browser view window
• Change the magnification level
• Save the report as external file

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 Process Data and
Calculation Module

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 Process Data Module
• Defines process conditions for all active
devices.
• Generate Process Data Reports.
• Export & Import process data sheets in .ipd
(INtools process data) format.
• Viewing and Editing Revisions.

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 Process Data Module
Defining Process Data for the lines (piping)
(1) Defining lines (piping)

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 Process Data Module
Defining Process Data for the lines (piping)
(2) Defining line process data and properties

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 Process Data Module

Defining Process Data for control-valve

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 Calculation Module
The Calculation module includes Four
sub-modules:
Control Valve Calculation
Flowmeter Calculation
Relief Valve Calculation
Thermowell Calculation
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 Process Calculation Module
Calculations
The calculation module utilizes the process
data that you have entered in the Process
Data module

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Instrument Specifications Module

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 Instrument Specifications Module
• Generate Detailed Specifications that comply
with ISA requirements.
• Single-tag specification.
• Multi-tag (See-List) specification.
• Customize Spec Sheet & Specification Forms
with the Page Editor.
• External Editor Utility.
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Instrument Specifications Module

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 Instrument Specifications Module

Viewing Specification Sheets

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 Instrument Specifications Module

Create a Specification Form Data Template

Template Editor

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 Instrument Specifications Module

Create a Multi-Tag (see list) Spec Sheet

This spec sheet is comprised of one common first
page and an additional page or pages for each tag
Such multi-tag spec sheet can be created using
forms available in the form library

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 Instrument Specifications Module

Instrument Specification Sheet Revisions

The revision feature is used to keep track of changes

in spec sheet during life cycle of a plant

Add revision globally when a whole class of

instruments may have changed
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Document Binder Module

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 Document Binder Module
• Maintain and Control sets of related
documents.
• Documents can be Grouped according to
a common property.
• Create a New Technical Specification.
• Form Notes and General Notes

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 Document Binder Module
Used to gather instrument specification sheets
and other related INtools documents that need to
be maintained together as a document package

You can group the spec sheet , for example

instrument associated with a particular vendor,
location , or plant design phase etc
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Wiring Module

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 Wiring Module
• Default Panel (DCS/ PLC/ JB --) & Cables.
• DCS Management (I/O assignment).
• Multipair cable wiring,Automatic Cross Wiring.
• Tracing Signals, Connection Report.
• Real-time Tag number signal propagation.

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 Loop Drawings
• Automatic generation of Schematic Drawings.
• CAD Independent. (Supports SmartSketch,
AutoCAD, MicroStation)
• Watermark and Redlining.

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 Wiring Module
Features :-
Plant Panel Manager
• Displays the field device panels created
together with the tags

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 Wiring Module
Default Panel Manager
• Create Junction Boxes, Strips, Marshalling
Rack, Fuse, Power-supply etc

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 Wiring Module
Default Panel Manager
• Edit Terminals

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 Wiring Module
Default Panel Manager
• Create DCS default cabinet
Right-click  New Inst panel  DCS
• Create A/I card within the DCS cabinet

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 Wiring Module
Copy Default Panels to the Plant Panel Mgr
• Open Default Panel Mgr and Plant Magr
• Drag and drop

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 Wiring Module

Similarly you can create default cables and

copy to plant panel manager

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 Wiring Module
Making Connections

Drag and Drop cable to terminals 62

 Wiring Module
DCS I/O Assignment
Open I/O assignment window
Drag & drop required tag

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Example of Wiring

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210-CV-403
Takraf

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210-

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 Scope of Supply and System integration
Scope Surge Feed Conveyor 210-CV-403

Field Instruments

Vendor Junction Boxes

E-House 212-EE-402

JV Marshalling Panels

Patch Cables

DCS I/O Panels

Honeywell

DCS ( CONTROL-ROOM)
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Typical Wiring Scheme

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 Marshalling Panel Wiring

210-DCS-411 TBDC

FL-01 TB-A TB-B

Cross Wires

RR-07
TB-1

FL-01

RR-09
TB-1

ISOL GNDBAR LEFT

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Field Wires
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I/O Assignment

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Loop Drawings

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How to generate loop Drawings
Click “Loop Dwgs” on tool bar
Loop Drawings Module opens
Click Explorer at bottom of module
Select loop tag
Generate by Enhanced Smart loop method
Adjust components and text
Save position
Enter details in title block 81
Typical Loop Drawing

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Fieldbus Wiring

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 Fieldbus Wiring

Fieldbus is digital bi-directional communication

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Fieldbus Wiring

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Fieldbus Wiring

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 Fieldbus Wiring
Fieldbus wiring features in INtools
Creation of Fieldbus tag numbers in Index module
Generation of Instrument specification in Spec Module
Fieldbus segment manager provides for the creation and
management of Fieldbus segments, association of instruments
with appropriate segments, and creation of virtual tags (Multi-
process variable instruments

• Create the required fieldbus cables (homeruns and spurs)

• Manage the termination accessories
• Create the required stripes or junction-boxes
• Generate wiring diagrams and Loop drawings
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Fieldbus Wiring

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Fieldbus Wiring

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Megablock Fieldbus Wiring

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Hook-Ups (Installation Details) Module

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 Hook-Ups (Installation Details) Module

• Create the required Hook-Up types (categories)

• Create appropriate Hook-Ups within Hook-Up types
• Associate the actual CAD drawings to INtools Hook-Ups
• Build a fittings library
• Associate the fittings to the appropriate Hook-Ups
• Generate a Bill of Material

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Calibration Module

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 Calibration Module

• Specify a large variety of calibration

parameters such as calibration ranges, trip
point values, and alarms.
• Loop Error Calculation
• Calibration History
• Calibration Reports
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INtools Workflow

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 Set project defaults
Tag P&IDs
Import Tag from
INtools Workflow Create Loops and Tags Smart P&IDs

Process Instrumentation Controls

Process Develop Inst Create Create

Data Entry Data Sheet JB & Cables Control Panels

Issue RFQ Create

Marshalling Complete I/O
Panels assignment
Verify Vendor
Data calculations
Complete
Wiring
Finalize
Data-Sheet Create Loop 96
Diagrams
 INtools Workflow
Instrumentation

Finalize Data-Sheet Create Loop Diagrams

Installation Details
(Hook-ups)

Issue Instrument Index

Project Closeout

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Conclusion

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 Who would use SPI ?
EPC users
 Plant conceptual design.
 Detailed design.
 Construction.
Owner/Operator users
 Commissioning.
 Operation/Maintenance lifetime.
 During upgrades and plant modifications.
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Typical plant scenario using INtools
1. Plant operator reports fault.
2. Instrument engineer makes preliminary
inspection.
3. Instrument engineer requires
documentation.
4. Documentation EASY to find and UP TO
DATE.
5. Fault takes SHORTER time to repair.
6. REDUCE cost and MINIMISE downtime.
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 Managing the Complete Lifecycle
• Compose instrument specifications
• Define process conditions
• Interface with process/P&IDs
• Perform instrument calculations
• Manage specification sheets, create RFQs
• Produce CAD loop drawings, instrument hookups
• Match contracted activities to contractors
• Comprehensive database on instruments & loops
• Interface with control systems
• Manage instrument wiring & signaling
• Manage maintenance & calibration data

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Questions?

Open discussion

Thank You
Kamlesh Dave
[email protected]

289-232-5200

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