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5.2 Field Devices

The sensing, measurement, and final control elements necessary for automation.

Critical Work Functions

  • 5.2.1 Select, specify, and design the installation of devices to measure and analyze physical and chemical properties
    • 5.2.2 Select, specify, and design the installation of devices to manipulate flows, energy, positions, speeds, and other variables
      • 5.2.3 Design and install wired and/or wireless systems that reliably communicate information from these devices to and from control equipment
        • 5.2.4 Calibrate, troubleshoot, test, repair, and improve sensing, measurement, and final control elements
          • 5.2.5 Document measurement, final control elements, and communications from these devices
            Technical Content Areas

            (Including but not limited to):

            • 5.2.6 General
              • Device sizing and selection
              • Installation point selection
              • Signal conditioning
              • Maintenance
              • Performance (e.g., drift, linearity, offset, reliability, precision, repeatability, rangeability, dead time, and lag time)
            • 5.2.7 Basic process instrumentation
              • Flow
              • Level
              • Pressure
              • Temperature
              • pH
              • Conductivity
            • 5.2.8 Specialized process instrumentation
              • Color
              • Ion
              • Moisture
              • Dissolved oxygen
            • 5.2.9 Analytical instrumentation
              • Sample conditioning systems
            • 5.2.10 High performance sensors
              • High accuracy
              • High speed
              • Specialized technologies (e.g., focused beam reflectance and laser based)
            • 5.2.11 Other measurements/sensors
              • Auto identification (e.g., RFID, bar codes, biometrics)
              • Position, speed, count
              • Vibration
              • Vision systems
              • Encoders
            • 5.2.12 Actuation
              • Electric actuation
              • Hydraulic actuation
              • Pneumatic actuation
              • Valve types (On/Off, throttling)
              • Valve 86% response time, resolution and flow characteristic
            • 5.2.13 Motor and drive control
              • AC/DC Motors
              • Power transmission (e.g., gear boxes)
              • Smart motors
              • Generators
              • Speed and torque control
              • Servos and steppers
            • 5.2.14 Documentation
              • Installation details
              • Instrument lists
              • Location plans (instrument location drawings)
              • Piping and Instrument Diagrams (P&ID)
              • Specification forms
            • 5.2.15 Installations
              • Electrical installation details
              • Physical installation reliability and maintainability
            • 5.2.16 Standards
              • ISA-RP105.00.01-2017 - Management of Calibration Program of an Industrial and Automation Control System
              • ISA-TR108.1-2015 Intelligent Device Management Part 1 Concepts and Terminology
              • IEC 60654 - Industrial-Process Measurement and Control Equipment
              • IEC 60770 - Transmitters for Use in Industrial-Process Control System
              • IEC 61069 - Industrial-Process Measurement, Control and Automation - Evaluation of System Properties for the Purpose of System Assessment
              • IEC 61298 - Process Measurement and Control Devices