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    eGuide on Safety Instrumentation

    Sponsor Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

    Intelligence At The Device . . . . . . . . . . . . . . . . . . . 3

    Practice Safe Sensing . . . . . . . . . . . . . . . . . . . . . . 7

    Process Safety Resources At Your Fingertips . . 10

    Intrinsically Safe Or Explosion Proof? . . . . . . . . . . 11

    Simplifying Plant Safety Instrumentation . . . . . 15

    Table of Contents

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    Sponsor Profile Intelligenceat the Device

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    Intrinsically Safeor Explosion Proof?

    Simplifying Plant SafetyInstrumentation

    Sponsor Profile

    United Electric Controls, a privately held corporation headquartered in Watertown, Massa-chusetts, USA, is a manufacturer of durable and reliable pressure and temperature switch-es and sensors used in industrial applications throughout the world. UE products providea critical and independent layer of Plant Safety instrumentation that protects equipment,processes and personnel in a wide variety of challenging environments and operating con-ditions. Our reputation for dependable pressure and temperature solutions is a result ofinnovative design, superior manufacturing techniques, and a corporate focus on uncompro-

    mising quality and service to our customers.

    Innovative Design Solid-stateOneSerieselectronicswitchforplantsafetyapplications Cost-effectivesolutionstomeetandexceedcustomerrequirements Ruggedconstructionforthemostchallengingenvironments

    Rapid Delivery Leanmanufacturingformaximumproductivity Practitionerofcontinuousimprovementandeliminationofwaste One-piece-flowforoptimummanufacturingefficiency

    Uncompromising Quality ISO9001:2000certified

    Customer-firstapproachthroughservice,deliveryandvalue Wideselectionofproductsthatmeetglobalagencycertification

    Three Manufacturing Divisions UnitedElectricControls AppliedSensorTechnologies PrecisionSensors

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    Intelligence At The Device

    Cover Story: As Components GetSmarter And More Powerful, Manu-facturers Are Finding Themselves

    Managing High-Performance Auto-mation And Control Systems Whose

    Parts Are Capable Of MonitoringThemselves, Diagnosing Their Own

    Problems, And Maybe Even Mak-ing A Decision Or Two, Economically

    And Easily.

    Jeanine Katzel for Control Engineering

    Everythingissmarterthesedays,itseems:smartcars,smartappliances,smarttoys.Itsnotsurprising,then,thatintelligentdevicesareontheriseinindustrialautomationandcontrolaswell.Smartmotors,smartsensors,smartflowmetersareonlyafewamongmanycomponentspackedwithmicroprocessorpowerinatrendthathasalltheearmarksofusheringindustryintoanageofunprecedentedproductandsystemperformance.

    Computingpowertodayisseeminglyinfiniteanddatastorageandmemoryrelativelyinexpen-sive,saysJeffWoolfolk,businessdeveloperandconsultingengineerforSiemensIndustryInc.ThenameofthegamenowishowmuchinformationcanIobtainefficientlyandhowcanIbestuseit.

    Itappearsmanufacturersareobtainingandus-inginformationquiteefficientlyandeffectively.

    Thankstotheadventoftechnologicaladvance-mentssuchassystemsonachip,multi-coreprocessing,andhigherlevelsofintegration,de-vicesaresmaller,lighter,faster,andsmarter.Theyarefindingtheirwayintoendlessapplicationsandreapingbenefitsinmanyareas.Theyareincreasinglymorecapable,asvendorsintroduceproductsthatareeasiertouse,energyefficient,self-diagnostic,andwireless;andtheyarefilled

    withfeaturesthatarehelpingtodrivecompaniestothegreaterefficienciesandthrough-putsandhigher-levelprocessesthattheyneedtostaycompetitive.

    Intelligent wireless devices analyze andtransmit information from remote installations

    accurately and economically. Source: EmersonProcess Management

    Use Those Brains!

    Buildingcapabilityintocomponentsisnotentirelynew.Smartmotors,drives,andmotioncontrolsystemsarefrequentsightsinmodernfacilities.ThecomponentsinsidedrivestheIGBTs,theprocessors,saysRichMintz,productmanager,SEWEurodrive,werebuiltearlyontohandleharshplantfloorenvironments,andthatcapability,perhapsmorethanothers,has

    enabledintelligencetomovetothedevicemorereadily.Forintelligencetomovetothedevicelevel,itmustbedesignedspecificallyforthatenvironment.Intelligentdevicesarenotthesamecomponentsfoundinstandardcontrolcabinetelectronicproducts.Manufacturershaveasked

    forthesedevices,andsuppliershaveresponded,allowingtheprogressionfromcentralizedtode-viceintelligencetooccur.

    Inaddition,thoseinitialdevicesdidnothave

    thebenefitofthetremendouscomputingpower,memorycapacity,ordatatransmissioncapabilityemergingtoday.Currentmicroprocessorhorse-powercoupledwithlowpowerrequirementsarewhatsallowingustoembedmoreandmoredecision-levelfirmwareandsoftwareintode-vices,saysRayRogowski,managerglobalprod-uctmarketing,fieldinstrumentation,HoneywellProcessSolutions.Nottoomanyyearsago,youhadtogobacktotheDCStofindoutwhatwasgoingoninthefield.Nowyoucanpackageitrightupinthesensor.

    Initially,microprocessorswentdowntothede-

    vicetoimproveperformance,saysMarkSchum-acher,presidentofthe

    Components such as Siemens Simocode Pro V

    current/voltage monitoring modules add intel-ligence to motor control center applications.Source: Siemens Energy & Automation

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    Intrinsically Safeor Explosion Proof?

    Simplifying Plant SafetyInstrumentation

    RosemountPressureBusinessforEmersonProcessManagement,todothingsliketempera-turelinearizationandcompensation.Itisthatperformanceimprovementandreliabilitythatcontinuetobethefoundationforthegrowingap-plicationofintelligencedevices.

    Sincehiscompanyhashistoricallyfollowedaphilosophyofcentralizedcontrol,GrahamHar-ris,president,BeckhoffAutomation,arguesthatmulti-coreprocessingputsunprecedentedamountsofpoweronachiptocreateanall-in-oneautomation,control,andmeasurementplatformthatcandoeverythingfromperformingmachineconditioningandreal-timemeasure-menttomodifyingcontrolalgorithmsinrealtime.AccordingtoHarris,UsingonepowerfulCPU,itismoreefficienttomanagenumerousdevicesinsoftwareversuscontrolviadistributedCPUsineverymeasurementandmonitoringdevice.PC-andEthernet-basedtoolsaresimilarinapproachtothehumanbrain,managingcontrolofouror-gansandbodypartsviathenervoussystem.Thiskindofapproachinautomationiswhatwecall

    scientificautomation,anexcitinggrowthareaoftechnology.Withinfiveyears,engineerswillseeitinareaslikeadaptivecontrolandconditionmoni-toring,andinthedevelopmentofmoreintelligentmachinesoverall.

    Intelligent components,such as this microprocessor-based temperature trans-mitter, enhance measure-ment accuracy and reducemaintenance. Such devicesare capable of continuallymonitoring a sensor, track-ing operation, diagnosingfailures, and generating errormessages. Source: Moore

    Industries-International Inc.

    Benefits In Balance

    Intelligentdevicesreapthreeprimarybenefitsforautomationandcontrol,saysRamiAl-Ashqar,motioncontrolproductmanager,BoschRexroth:

    Thecontrollerdoesnthavetodoeverything.Componentintelligencefreesthecontrollertodoothertasks.

    Electronicequipmentonamachinecanbemoreeasilymodularized,allowingbettermainte-

    nanceandeasiertroubleshooting.Flexibilityisincreased.Distributedintelligence

    facilitatestheeasierincorporationofmorede-vices.Onecontrollerinterfaceswithmanydeviceswhichdothework.

    Theyalsocansaveenergy,addsMintz.Havingintelligenceinsidemotorsanddrives,forexample,givesyouclosercommunicationsandconnectionsthatallowthecomponentstofunctionbettertogether.Themoreacontrollercancommunicate

    withadrive,andthemorethedriveknowswhatisgoingoninthemotor,thebetterableanopera-tionistomakethosesmallprocesschangesthatmakeadifference.

    The need for easy-to-use smart devices iscritical. To show easily even non-engineers canlearn to develop intelligent systems, NationalInstruments has launched a robotics competitionusing Nitro. The Nitro control system platform isdesigned to help students elarn to use tools suchas NIs LabView and CompactRio to build intel-ligent robotic devices and solve challenging engi-neering problems. Source: National Instruments

    Amongthemoreimportantaspectsofincor-poratingintelligentdevicesintoasystemiseaseofuse.SaysEmersonsSchumacher,Puttingmoreintelligenceintofielddevicesunquestion-ablymakesthemmorecomplicated.Thatswhy

    itiscriticaltokeepdeviceseasytouse,adelicatebalanceandatoughengineeringchallenge.Noinformationfromadeviceisimportantifitisnoteasilyaccessible.Manyplants,today,arestaffedbyfewer,lessexperiencedworkers.Ontheonehand,vendorsmustconcentrateonbuildingeaseofuseintotheirintelligentproducts.Ontheother,end-usersmustbedisciplinedaboutwhatinfor-mationtheyreallyneedtoknow.

    Partoftheburden,addsArvesStolpe,Compac-tRioProductManager,forNationalInstruments,fallstosoftwaredeveloperstocreateapplicationsformodernmulti-processingsystemsthatare

    easytouse.Todayscomplexsystemsareex-tremelypowerful,butwithouttherighttools,theyarealsodifficulttoprogram,design,andmanage.

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    Simplifying Plant SafetyInstrumentation

    Weneedproductsthatdontrequireamulti-processorembeddedsystemdevelopertoapplythem,heinsists.Ifwedontdothat,industrialandautomationengineerswillneedtobemorethancontrolexperts,theywillneedtobeembed-

    dedexperts.Andthatisreallyaskingalot.

    Integrated motor and drive mounted directlyon a machine make it easy to configure a systemin different ways. Continued integration of intelli-gent components is expected to increase moni-toring and control accuracy even further. Source:Bosch Rexroth

    Buildingintelligenceintodevicesalsohasdrivendiagnosticstothecomponentlevel.Itreducesmaintenancebecausethemachinecanbemodularized,saysAl-Ashqar.Iftheelectron-icsandthemachinearemodularized,itiseasiertoidentifyaproblem.Errormessagescanbedisplayedandproblemspinpointed.

    Firstgenerationsmartinstrumentscouldfailin

    unpredictablewaysduetoundetectedsoftwarefaults,addsCharlesLarson,directoroftechnologyforMooreIndustries-InternationalInc.Butincreasedprocessingpoweravailableatlowpowerhasalloweddevicestoperformmoreextensivediagnostics.Sometemperaturetransmitterscandetectand

    identifybrokenleadwiresandhighleadresistanceconditionswhenmulti-wiresensorconfigurationsareused.Temperaturetransmittersthatacceptdual-sensorinputsallowfallbacktosinglesensoropera -tionwhenasensorfailureisdetected.Whencoupled

    withexternalwatchdoghardware,adevicethatisnotoperatingproperlycanbeguaranteedtogener -ateafaultsignal.Thatkindofreliabilityallowssmartinstruments,suchasintelligentsafetyalarmtrips,tobeusedeveninsafetyapplications.

    Manyuserstodaywanttoembracedevice-levelin -telligence,saysSiemensWoolfolk,butarestillthink -ingintermsofoldschoolcapabilities.Productstodayaresocapable,hesays.Themoreyouletthemdo

    foryou,themorevaluablewillbethereturn.Intel -ligentcomponentsdomorethanmonitoracontactclosure.Theydiagnoseadevelopingproblemandletuserspreemptivelyheadoffafaultorafailurethatcouldshutdownproduction.

    John Deere saw a 25% savings in energy use onits storage retrieval system just by carefully coor-dinating movement of the X and Y axes. The actionallowed the company to re-use the potential energystored in the rack locations. Source: SEW Eurodrive

    Technology Of Choice

    What,then,istheultimateinfielddeviceintel-ligence?Wireless,agreemost.Itmaystillbeagiantleapoffaithformany,butcomfortwiththe

    technologyisgrowingandmoreapplicationswillemergeaswirelessisproventowork.Itwillbetheeasiest,mosteconomicaloption,whichwillmakeitthetechnologyofchoice,saysEmersonsSchumacher.Thecostofdevicesismuchlessthanthecostofinstallingthem,addsHoney-wellsRogowski.Ifyoucaneliminatethewiringandstillhavedevicesthatarereliable,safe,androbust,thesavingsarehuge.

    Microprocessorperformanceandlowerpowerrequirementshaveenabledwirelesstechnologiestoexpandsignificantly,saysMarkMuldowney,fieldinstrumentstechnology,productarchitect,

    HoneywellProcessSolutions.Advancesinsignalprocessingletdevicesnotjustgivedatatoendusers,buttoanalyzethedataandgenerateinfor-mationthatisactionablegivingusersinforma-tiontheyneedandinformationtheycantrust.

    Theconceptofintelligentsensorsevery-whereorubiquitoussensornetworksasUCLAresearcherscallthemcouldonedaybecomepartofourcontrolprocesses,musesStolpe,whosecompanyhasjustreleasedwirelesssensornodes.Thecloserthesensorcanbetothedecision-makingprocess,thehigherqualitysignalpossible.Andreally,controldependsontheaccuracyofthemeasure -

    ments.Ifyouhaveanaccuratemeasurementwithlownoiseatthenode,youcanrespondtoanyinputquicklyandaccurately.

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    To Make The Impossible,Possible And The Possible, Easy

    Tohearthoseclosesttothetopic,thepo-tentialforintelligentdeviceshasanexciting,varied,andlimitlessfuture.Weseefurtherintegrationcoming,saysMintz.Wevegotalgorithmsthatuseasensoronthegearboxandintelligenceinthedrivetotellyouwhentodoanoilchange.Weseethenextgenera-tionintegratingfunctionsintosinglepack-ages:agearboxwitheverythinginsidethatyouplugintoanEthernetport.Itgivesmanypauseforthought.

    Thepossibilitiesareincredible,saysAl-Ashqar,recallingthatfewwouldhavepredicted20yearsagotheimpactofmobilephones.AremotePLCmightonedayactasamastercontrollertakinginformationfrommultipleplants,communicatingittotherightpersonnel,andperhapsevenmakingdecisionsorrunningmachinesinmultiplelocations.

    Theabilitytoaddfunctionsmoreeas-ilywillcontinuetoexpand,offersWoolfolk.Safetyfunctionswillbecomemoreandmoreimportant,heobserves,andarestartingtofindtheirwayintotheintelligentdevice.

    Ofcoursehurdlesremain,amongthem

    poweringintelligentdevicesandensuringwirelesslinkreliability.Ubiquitoussensorswillhavetobeverylowpowerdevicesthatarenonethelessverypowerful;andwirelessstillmustsolveissueswithcommunicating

    backtoacentralhost,especiallyinmissioncriticalapplications,saysStolpe,buthebelievesthechallengeswillbeovercome.Ifwecanmakeintelligentproducts

    sufficientlycapableandeasytoapply,wewillallowoperationsandmanufacturingpersonneltobesuccessfulinwhattheyneedtodo.Wewilldriveintel-ligentdevicetechnologytothepointofbeingincrediblyusableandinsanelypowerful,makingtheimpossiblepossible,andthepossibleeasy.

    Author InformationJeanine Katzel is a contributing ed-

    itor to Control Engineering. Reachher [email protected]

    Intelligence In Action: Smart Devices Save Energy

    Puttingintelligenceintoadevicecanimproveperformanceandsaveenergy,asaretrofitprojectatatractormanufacturershowedrecently.AJohnDeerefacilitywantedtomodernizea25-year-oldstorage-and-retrievalmachinetoincorporate

    energy-savingtechnologies,andturnedtoSEWEurodriveforassistance.

    ThesysteminquestionincludedanXaxisthattravelsastorage-and-retrievalcraneandaYaxisthatmovesthepalletsupanddown.Typically,explainsRichMintz,productmanager,Ifyouconfigureastorage-and-retrievalsystemtogofrompointAtopointBtoretrieveapalletofftherack,bothaxesstartmovingatonce.TheXaxisstartstomoveandtheYaxisstartstolift.Bothmotorsstartatthesametime.Butdotheyhaveto?IftheYaxisissettowaitasecondortwobeforeitstartslifting,itcanavoidasimultaneousinrushandreducedemandontheelectricalsystem.

    Thevendoralsolookedatwhathappenswhenthedrivesdecelerate.ContinuesMintz,WhenyoudeceleratetheXaxis,youputenergybackintothedcbus.WhenyoudeceleratetheYaxiswhenthesystemisloweringthepallet,itisbleedingoffenergy.Itisbeingburnedupoverthebrakingresistor.Nowwhatifwetimedtheoperationsothatwhenonemotorisregeneratingenergy,insteadofburningitovertheresistor,wewaitanduseittomovetheothermotor?Whatifwetimewhenthesetwomotorsactsothatwhenoneisregeneratingpower,theotherisusingthatregenerativeenergyinsteadofgivingitupoverthebrakingresistor?

    Theanswersarethatenergyissavedandefficiencyisincreased.TheconceptswereappliedtotheexistingsystemusingSEWsMOVIPLCmotioncontroller.Asaresult,Deerewasabletoreduceenergyconsumptionbythesystemsome25%withoutchangingthecycleratesandtheydiditjustbyaddingintelligencetothecomponents.

    WetookaPLCcontrollerandputitinsideoneofthedrives,explainsMintz,andwereabletoachieveasignificantenergyreductiononalargesystemforamajormanufacturer.DoingitinsidethemainPLCwouldhaverequiredamore

    robustandexpensiveunitaswellasadditionalprogramming.ButifyoutaketheloadoffthePLC,letataskcontrollertellintelligentdeviceswhichtaskstoper-form,andleteachintelligentdevicecontrolitself,bigsavingsintimeandmoney

    arepossible.

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    With Process Safety And Sensors,

    Sometimes Garbage In Equals MoreThan Garbage Out. Because These

    Devices Measure Pressure, Tem-perature, Flow, Level, And Other

    Process Parameters, They Play APivotal Role In Determining A Pro-cess Units Output. A Wrong Read-ing Can Produce Waste Or Create A

    Catastrophe That Costs Lives AndMakes National News.

    Hank Hogan for Control Engineering

    Withprocesssafetyandsensors,sometimesgarbageinequalsmorethangarbageout.Be-causethesedevicesmeasurepressure,tempera-ture,flow,level,andotherprocessparameters,theyplayapivotalroleindeterminingaprocessunitsoutput.Awrongreadingcanproducewasteorcreateacatastrophethatcostslivesandmakesnationalnews.

    Now,thankstoadvancesintechnology,sensorsystemshavegreaterintelligenceandthereforemorediagnosticcapabilities.Today,sensorscanbecertifiedbythirdpartiestomeetsafetyinteg-ritylevels,orSIL,designationsfoundinIEC61508.Onepositiveresultofthisisthepotentialtousefewersensorswithoutcompromisingsafety,

    leadingtoadecreaseinwiringandinstallationcosts.Anotherpositiveeffectisthepotentialforimprovedprocesscontrol,largelyduetoincreas-inglyintelligentsensors.

    Certifiedproductsdeliverhigherdesignqual-ity,assertsWilliamGoble,principalpartnerandco-founderofexida,acompanythatoffersfunctionalsafetytraining,technicalsupport,andexpertisefromitsNorthAmericanheadquartersinSellersville,PA.(ThecompanysEuropeanbaseisinFischbachau,Germany.)Thisbetterdesignisduenottosuccessbutrathertofailure,notesGoble.Nearlyhalfoftheproductsthatattemptcertificationfailonthefirsttry.Onlywhenthedesignprocessisimprovedanddiagnosticsare

    addeddotheypass.

    Goblesdatashowsthatthenumberofcerti-fiedsensorshasexplodedinrecentyears,withthecumulativetotalofsuchdevicesmovingfromfivein2003toeightin2005and24in2007.Therehavebeenindicationsthatvendorsareconvert-ing,orwillsoonconvert,entirefuturesensorlinestocertifiedproducts.Goblenotesthattakingfulladvantageofsuchsensorswillrequirethatsystemsbeconfiguredcorrectly.Forexample,runningdiagnosticsincertifiedsensorsmaysendthereadingoutofrange.Anincorrectlyconfig-uredcontrollerwillinterpretthisasafault,shut-

    tingdowntheprocessunnecessarily.Abetterap-proachwouldbetoimplementahold-last-valuestrategy,withactiontakenonlyifareadingstaysoutofrangeforlongerthanaspecifiedtime.

    A loading bay for Shell petroleum productsin the U.K. makes use of safety-certified massflowmeters. Courtesy Endress+Hauser.

    Known FailuresOneofthefirstcompaniestoofferacertified

    sensorwasboughtafewyearsagobySiemensEnergyandAutomation(SEA).LouisDiNapoliisapplicationengineeringandtechnicalsupport

    managerfortheSEAprocessinstrumentationunitthatmakessafetycertifiedsensors.DiNapolisaysthatthesesensorsdifferfromnon-certifiedequivalents.

    Forexample,theyoftencontaintwomicro-processors,fromdifferentvendors,whicharebasedondifferenttechnologyandimplementa-tions.Eachmicroprocessortakesinputfromthetransducer,theunitthattranslatesthephysicalparameterintoanelectricaloutput.Theresults

    Practice Safe Sensing

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    ofthetwodifferentcalculationscanthenbecompared,withsimilarresultsensuringthatthemicroprocessorsareperformingcorrectly.An-otherfailsafefeatureofthenewsensorsincludestheabilitytoforcethesensorviasoftwaretoa

    predeterminedlevel,suchas80%offullscale.Thisresultcanthenbemeasuredandcomparedtowhatsexpected,providinganotherindicationthatthesensorisworkingcorrectly.

    Akeypointtobeawareofregardingthesefeaturesisthattheydonotfunctiontoensureacorrectsensorreading.Theyalsodontpreventafailure.But,notesDiNapoli,thatsnotwhatasafety-certifiedsensorisdesignedtoachieve.Youdontcarethatitfails.Youcarethatitfailsinaknownfashion,hesays.Whatistransmittedinthecaseofsensorfailureisaknown,pre-determinedquantity,allowingthatfailuretobe

    detected.Ofcourse,thesystemhastobeconfig-urednotonlytodetectthefaultbutalsonotactonthevalue,sinceitistheresultofafailure.

    Whileinternalcomputationsandvaluestransmittedtotheoutsideworldarechecked,sensorsystemsmayhaveonlyonetransducerinthem.

    Thisfrontendoftheentirechain,saysDiNapoli,turnsouttobetheareawhereitismostdiffi-culttoassurereliableoperation,inpartbecausetheresonlyoneprocessmeasurement.Sincetheresnothingtoprovideacheckorreference,assurancehastobeinferred.

    However,increasingintelligence,alongwithsomesophisticatedalgorithms,maymakesuchindirectcheckingeasiertodoso.Fiveyearsago,sensorpack -ageswererelativelydumb.Today,theyremuchmoreintelligentandprovideinformationthathelpsensuresafeoperationaswellasimprovetheprocess.

    Forexample,sensorscanhaveregistersthatcounteverytimethepressuregoesaboveoneofthreesetpoints.Oneofthosepointscouldbetheprocessdesignmaximum.Fromthosecounts,asimplehistogramcouldrevealimportantinfor-mation,suchastheprocessbeingabovedesignmaximumpressureamajorityofthetime.Thesetypesofresultsmayindicateadesignflaworacontrolsystemisntworkingwell,saysDiNapoli.

    Anothercompanywithalonghistoryinsafety-ratedsensorsisEndress+HauserofReinach,Switzerland.Thecompanyhaslocalsalescenters

    andrepresentatives,withtheU.S.headquartersinGreenwood,IN.Endress+HauseralsopartnerswithRockwellAutomation.

    Safety-certifiedmass flowmetersare used in theoil and gas in-dustry. Courtesy

    Endress+Hauser

    GeroldKlotz-Engmannisheadofdepartmenttechni-calsafetyforthecompanysGer-mansalescenter.HenotesthatthecompanydesignsproductstoconformtoIEC61508;allnew

    productdesignswillmeetthisstandard.Achievingthatrequiresselfdiagnosticssothatpassiveinternalcomponentfaultscanbespotted,alongwithstepstoensurenosoftwareglitchesorproblems.

    NearlyallcompanyproductshaveundergonethirdpartyassessmentandcanbeusedinSIL2orSIL3safetyinstrumentedsystems.Thesys-temarchitecturedetermineshowmanycompli-antsensorsshouldbeused.Forexample,ifaSIL2levelisrequired,thenthesituationisrelativelysimple,saysKlotz-Engmann.NormallyasinglechannelarchitecturewithaSIL2compliantsen-sorissufficient.Thingsgetmorecomplicatedifahigherlevelofsafetyisrequired,headds.Thenitmaybenecessarytousetwoorthreesensors,withthesensorsvotingtoarriveataconsensusmeasurement.Theadvantageofthethreesen-

    sorarrangementisincreasedsafetyandgreateravailability,sincethetriowillcontinuetoprovideinformationevenifoneortwosensorsfail.

    CarlSonoda,marketingmanagerforfield

    instrumentsolutionsattheYokogawaElectricCorporationofTokyo,saysthecompanysfirstcertifiedsensorappearedin2003.Today,Yokoga-wahasaseriesoftemperaturesensors,pressuretransmitters,andmultivariabletransmitters,allsafety-ratedanddesignedtoachieveaSIL2or3performance.

    Thebestpracticeforasafetyloopdesign,henotes,istousemultipletransmitters,witheachvoting.Addingtoredundancycostsarethenum-berofdevices,wiring,post-installationtesting,andongoingmaintenance.

    Asafety-rateddevicecanhelpreducethenum-

    berofsensorsrequiredandtherebycutsuchex-penses.OurIECSIL2/3certifiedtransmittercanprovidefunctionalitysothatitspossibletouseonesafetytransmitterinsteadoftwostandardtransmitters,saysSonoda.

    Deployment Choice: Many Or Few

    Thequestionabouthowmanysensorstouseisntclearcut.DalePerry,pressuremarketingmanagerfortheChanhassen,MN-basedRose-mountdivisionofEmersonProcessManagement,notesthatusingfewersensorsisamixedbless-

    ing.Fewersensorsincreasethepossibilityofafalsealarm,whichcarriesacostsinceitmightshutdownaprocessneedlessly.Thus,thetotaloutlayofanysolutionwillhavetobecarefullyconsidered.Thecorrectanswerabouthowto

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    implementasensorstrategywilldependuponmanyfactorsinadditiontoinstallationandcom-missioningcosts.

    A safety-certified transmitter helps keep a phar-maceutical process running smoothly and safelyCourtesy Siemens Energy and Automation

    Rosemountshistorywithsafetycertifiedsensorsparallelsthatofothermanufactur -ers.Initially,safetycertifiedproductswereunique,andtheyfacedadistinctiverequire -mentinthattheyhadtomeettheapplicable

    standard.Overtime,incorporatingthefea -turesneededforcertificationintostandarddevicesbecameacompanybestpractice.Thisevolutionexplainswhythepricedifferential

    betweenstandardandsafety-ratedsensorshasdiminishedsignificantly.

    However,itmayneverdisappear

    entirely.Acertifieddevicecarriesextraexpenses,notallofwhichcanbefoundinhardwareorsoft-ware.AtRosemount,forexample,Perrysaysincomingordersarecheckedtoensurethatalloptionsorderedwiththedevicearewithinthesafetycertificationscope.

    Also,acopyoftheproductsafe-tycertificate,adocumentlistingthecertifiedfailuremodes,effects,anddiagnosticanalysis(FMEDA),aswellasthedeviceserialnum-

    berandfailuredataareshippedwitheachtransmitter.DoingsoprovidesrequireddocumentationsaysPerry.Thesameintelligencethatmakessensorssaferincreas-inglysuppliesothercapabilities,hesays.Usersdemandpredictivedi-agnosticsbeyondthesensor.Theywantthisfunctionalitybecausemoreinsightintoaprocesshelpspreventabnormal,andpotentiallyunprofitableordangerous,situa-tions.Thesedemandscouldleadtochangesinsafety-ratedsen-

    sors,saysPerry.Weseetheseadvancedprocessdiagnostics,aswellasloopdiagnostics,beingincludedinfuturesafetycertifiedproducts.

    Year Cumulativetotal

    Source: Control Engineering and exida

    1996 11997 1

    1998 2

    1999 2

    2000 2

    2001 4

    2002 4

    2003 52004 7

    2005 8

    2006 12

    2007 24

    2008 34

    2009 39

    2010 46

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    Recently It Seems That Everyone

    Is Talking About Process Safety,But More Than That, Theyre DoingSomething About It.

    Peter Welander, Control Engineering

    Recentlyitseemsthateveryoneistalk -ingaboutprocesssafety,butmorethanthat,theyredoingsomethingaboutit.ARCAdvisoryGroupsaysthatstronggrowthofsafetyinstrumentedsystemswillcontinuein2008.Currentsoftconditionsmaytemperitinsubsequentyears,buttheworldwidemarket,whichwasaround$1.4billionin2007,isex -pectedtogrowatacompoundannualgrowthrateofover12%peryeartoover$2.5billionin2012.ThisisfromanewARCstudy,ProcessSafetySystemWorldwideOutlookMarketAnalysisandForecastThrough2012.

    Thesafetysystemmarkethasexperi-encedunprecedentedgrowthforthelasttwoyears.IncreaseddemandforoilandgasduetotheeconomicgrowthofChinaandIndia,alongwiththehighpriceofcrudeoil,isfuel -inginvestmentsinoilandgasproductionand

    inrefining,leadingtoincreaseddemandforsafetysystems,accordingtoARCvicepresi -dentAsishGhosh,theprincipalauthorofthestudy.

    Thecomplexityofsafetysystemshasin -creasedovertimebecauseofeffortstoadd

    capabilitiesandmakethemeasiertoworkwithonanoperationalbasis.(Systemarchi -tectshaveperhapslearnedsomelessonsfromtheover-proliferationofalarmfunctionsincontrolsystems.)Theresultisthatcompaniesfrequentlyhavetoengageoutsidehelpwhendesigningnewsystemsorupgradinganexist -ingfacility.Thiscaninvolveaconsultinggroup,systemintegrators,oraprimaryautomationsupplier.

    Majorprocessautomationsuppliersgen -erallyhavedepartments,divisions,orevenwholesubsidiarycompaniesdedicatedto

    processsafety.Examplesinclude:

    ABBSafetySystems;GEFanucSafetyNet;EmersonSmartSIS;HoneywellSafetyManager;InvensysTriconex;RockwellICSTriplex;SiemensSIS;andYokogawaProSafeRS.

    Thislistisjustabeginning,andthereare

    manymoresafetysuppliersavailable.(Readthisarticleonlineat www.controleng.com/ar-chiveforlivelinkstoallthesecompanies.)

    Safety-on-fieldbusplatformsforprocessappli-

    cationsexistorareindevelopmentandincludeAS-interface,ProfiSafe,andFoundationFieldbusSIF.Provenindiscreteapplications,theseeffortswillrequireadditionaltimetocom-pleteandbeadoptedbyendusers,butthepromiseisthere.

    Resources Galore

    Ifyouwanttodosomeinitialresearchonthetopic,youwonthavetogofar.Asearchatwww.controleng.comonprocesssafetywillbringyousome10,000resultsthatcanbedividedintovarioussubtopics.

    Also,Siemens,inpartnershipwithControlEngineeringandPlantEngineering,haslaunchedanewWebsiteatwww.safetybase.com whichcontainsahugeamountofinformationonbothprocessanddiscretemanufacturingsafetyissues.

    And,ofcourse,thereistheOSHAprocesssafetysiteatwww.osha.gov/SLTC/processsafetymanagement,whichlistsallrelevantstandardsrelatedtothepotentialre -leaseoftoxic,reactive,orflammableliquidsandgasesinprocessinvovlinghighlyhazardouschemicals.

    Ifyoupreferface-to-facecontact,nextmonthsISAExpoinHoustonwillhaveadedicatedconferencetrackcalledSafetyExchange.ISApromisesthatitwillincludepeer-reviewedtechnicalsessionscoveringtopicssuchassafetyinstrumentation,SISapplication,alarmmanage -ment,competency,andmore.Sessionsareplannedduringtheconference,includingSISApplicationsinOilandGasProduction,apresentationthatexploresthenewsafetyinstrumentedsystemengineeringtechniquesrequiredtomeetHSEstandardsforenergyfacilities.

    Allthattosay,thereisnoshortageofresourcesasyouexplorethiscriticalarea.Thereismuchtodiscoverandlearnatyourfingertips.

    Process Safety Resources At Your Fingertips

    http://www.controleng.com/archivehttp://www.controleng.com/archivehttp://www.controleng.com/archivehttp://www.controleng.com/http://www.safetybase.com/http://www.osha.gov/SLTC/processsafetymanagementhttp://www.osha.gov/SLTC/processsafetymanagementhttp://www.safetybase.com/http://www.controleng.com/http://www.controleng.com/archivehttp://www.controleng.com/archivehttp://www.ueonline.com/plant_safety.html
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    Simplifying Plant SafetyInstrumentation

    The Distinctive Ring From The Ra-

    dio Phone Told The Control RoomOperator That The Person On TheOther End Would Be The Tank Level

    Technician. He Also Knew That IfA Call Was Coming In, Something

    Was Amiss At The Remote SiteTank Farm. I Cant Get On The LastTank Said The Voice On The OtherEnd.... Here Are Considerations ForDeciding Between Intrinsically Safe

    And Explosion-Proof.Jeanine Katzel for Control Engineering

    Wireless temperature transmitters are among

    the intrinsically safe equipment used by chemicalplants to reduce the hazards of explosive envi-ronments. Such devices are simple to install andmaintain. Source: Emerson Process Management

    Enraf radar level gauges measure productlevel and other parameters in bulk storage tanks,combining explosion-proof and intrinsically safetechnologies to achieve a cost-effective, yet safesystem for tanks containing hazardous sub-stances such as gasoline, crude oils, and liquidchemicals. Service technician uses an intr insicallysafe, handheld device equipped with extensivediagnostics to commission a gauge safely whilethe tank is in full servic e. Source: HoneywellProcess Solutions

    Thedistinctiveringfromtheradiophonetoldthecontrolroomoperatorthatthepersonontheotherendwouldbethetankleveltechnician.He

    alsoknewthatifacallwascomingin,somethingwasamissattheremotesitetankfarm.

    Icantgetonthelasttanksaidthevoiceontheotherend.Theresacatonthesteps.Well,

    justshooitaway,thecontrolroomoperatorstartedtosay,butstoppedabruptlyasthetech-niciancurtlyinterrupted.ItsamountainlionandImnotgoingnearit,hesnapped.Imcomingin.Onetanklevelwouldremainunread.

    Thesituationisunusual,andadmittedlyrareintodaysworldofautomatedmeasurementsystems,butthiscaseistrue.Beforeautomat-

    ingtankgaugingata

    distantlocation,thiscompanyactuallyhadtodealwithamoun-tainliononthetanksteps.

    Usingtoautomatedtankgaugingsystems,whichmanyhavedone,eliminatespersonnelhazardssuchastankclimbing,exposuretoproduct,andinclem-entweather,butraises

    otherissuesamongthem,thetypeofprotectiontoselectforsuchhazardousap-plications.

    Intrinsically Safe Or Explosion Proof?

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    Intrinsically Safeor Explosion Proof?

    Simplifying Plant SafetyInstrumentation

    Thedangersinvolvedintheproductionandpro -cessingoffuels,suchasexplosiveatmospheres,mayrequiretheuseofintrinsicallysafe(IS)devicesundersomecircumstances,orexplosion-proofenclosuresinothers.Whichoptionisbestforyourapplication?Whenshoulditbewireless?Whatbenefitsdoesonetechnologyholdovertheother?

    Thedecisionisnotalwayssimpleoreasy.

    What Type Of Hazard Is It?

    Decidingwhichtypeofprotectiontoapplyisrarelycut-and-driedforavarietyofreasons,fromequipmentinvolvedandtypeofhazardtocompanypolicyorpreference.Intrinsicallysafeandexplosion-proofenclosures,devicesandpracticeshavemorerelevanceincertainindus-triesthaninothers.Here,examplesfocusontheoilandgas,refining,andchemicalindustries,butsimilarsafetyrisksexistelsewhere.Inwaterandwastewateroperations,forexample,digestersreleasehazardousmethanegas.Agricultureandminingindustriesfacepotentiallyexplosivedusts.Butinoilandgasproductionandrefiningorinchemicaloperations,hazardousenvironmentsarecommon,andagiven.Inothercircumstances,hazardousmayindicatepoisonous.

    Choosingexplosion-prooforintrinsicallysafedevicesisreallymoresite-thanapplication-spe-cific.Inpractice,suchdevicesareunderconsid-erationinonlyasmallpercentageofcases(less

    than5%).Therefore,amongthefirststepsanyfacilitywouldtakeinitshazardanalysiswouldbetoascertainifintrinsicallysafeorexplosionproofpracticesanddevicesareindeedrequired.

    Intheanalysis,safetycompliancepersonnelsurveyanapplicationwhileitisoperatingusingsniffersorothersensingdevicestodetectthepresenceofhazardousgasesanddeterminethedegreeofthehazard[byNECclassanddivision].

    Ifhazardousgasesarepresentnormally,aClass1,Div.1situationexists.Iftheyarepresentonlyoccasionallyorunderunusualcircumstances,theareaisdesignatedClass1,Div.2.WithClass1,Div.2situations,non-incendivedevicestypicallyaresufficient.Anoverwhelmingmajorityofappli-cationsfallintothiscategory.Itisfortheremain-ingcasesthoseClass1,Div.1situationsthatISorexplosion-proofdevices(EXD)andpracticesareintended.

    Briefly,explosion-prooftechnologyplacesadevicewithinanenclosuresturdyenoughtowithstandanexplosionofaspecifiedlevel.

    Shouldafireorexplosionoccurintheequipment,theeventwillbecontainedwithintheenclosureandanygaseswillcoolbelowignitionlevelbeforetheycanescapetotheatmosphere.

    Explosion-proofenclosuresareratedandtestedbyindependentlaboratories(suchasFac-toryMutual)forspecifiedpressuresandflamelengths.Typicalapplicationsincludelightfixtures,engineswitches,pumps,andotherequipmentsuchasmotorsthatmustbeplacedinhazardousareas.Explosion-prooftechnologyshouldbethesoleoptiononlywhenanIS-rateddeviceisun-available.Apumporagitatorwithalargemotor,

    forexample,issimplyofasizethatcantbemadetobeintrinsicallysafe.Explosionproofequipmentandpracticesthenwouldbemandatory.

    Intrinsicallysafedevicesandassociatedwiringlimittheamountofpower(voltage,current,in-

    ductance,capacitance)toandinadevice,sothatasparkcannotbegenerated.TheyarepoweredfrombeyondaZener-diodeorgalvanic-isolationbarrierinasafeareaawayfromthehazard,typicallyacontrolroom.Intrinsicallysafedevices

    canbeopened,maintained,orotherwisehandledwhilepowered.Suchaninstrumentmightbeusedtomeasurethetemperatureinsideatankorapipeline,forexample,whereanenclosurewouldbeimpractical.ISoptionsareoftenlessexpensivethanexplosion-prooftechniques,buttendtobemorecomplicatedtoapply.

    Ifariskassessmentrevealsanareaoraprocesstobeahazardousatmosphereinneedofoneoftheseprotectivetechnologies,man-agementmustthoroughlyfamiliarizeitselfwithallappropriatecodesandstandards(NEC,Atex,IEC)atthecorporate,local,national,andinter-

    nationallevelsandfollowthemscrupulously,understandingthatstandardsaredynamicandthat,althoughprogressisbeingmadetowardglobalharmonization,variationsarestillsignifi-cant.Further,codesaresubjecttointerpreta-tion,andthelocalauthorityhavingjurisdictiontypicallyhasthefinalsayinwhatstandardsareapplicableandhow.

    Acompanywithmultiplesitesshouldconsiderthatidenticalsituationsinplantsinseparategeographicallocationsmaybeinterpreteddif-ferently.Aswithanysafetytechnology,asafetyprofessionalwithexpertiseinthetechnologies

    andallapplicablecodesandstandardsshouldbeconsultedbeforemovingaheadwithanyhazard-ous-areaproject.

    Tank Farm Example

    Withthisbackgroundinmind,letslookathowthesetechnologiesplayoutinreal-liferefineryoperations.MarkMenezes,PEng.,ismeasure-

    mentbusinessmanagerCanadaforEmersonProcessManagement.Heoffersonereasonwhyrefineriesfacegreater-than-normalhazards:Inthelast10yearsorso,manyrefinerieshaveupgradedtheirinstallationstooperateonheaviercrudeoils,suchasthosefoundintheCanadiantarsandsorinVenezuela.So,ifyouwanttooper-atearefineryusingsomeofthesefeedstocks,youneedtocrackthisheavyoilwithalotofsteamunderhighpressure.

    Alotofhydrogenisinusehere,usedtomaketheseheavyoilslighter.Hydrogenisoneofthemosthighlyflammablegasesthereare.Any

    hydrogenleakathighpressureisverydangerous.Inaddition,sulfursarecommonlystrippedoutofthesesourheavyoils.Anyplantofthisnatureisgoingtopayalotofattentiontohazardousenvironments.

    Oneareaofspecialconcernisthetankfarm.Operationsneedstoknowhowmuchfuel,chemical,orotherliquidresidesineachtank.The

    job,explainsFrankVanBekkum,seniorproductmarketingmanager,HoneywellProcessSolutions,canbedonemanuallybysendingsomeonetothetank(asdescribedabove).Butthisapproachisdifficult,dangerous,andundesirable.Inaddition,

    hesays,Tankfarmsareoftensituatedindeso-

    lateareas.Oil,gas,andchemicalproductsmaybehazardoustohealth;tankscanbedifficulttoreachthroughice,snow,or,inanotheractualcase,aneaglesnest.

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    Modernrefineriesuseavarietyofequipmentformeasuringtanklevel.Options,saysVanBek-kum,includeradargaugesystemsthataretypi-callypoweredbythemainservice,equippedwithcommunications,andpackagedinanexplosion-

    proofbox.Inaddition,headds,anintrinsicallysafetemperaturegaugingdeviceonthetankgoesintotheproduct.Sowhatwehaveisaseparatedevicesuppliedinanexplosion-proofboxwithaconnectionandtemperatureprobesthatgointothetankthatareintrinsicallysafe.Eveniftheprobewhichisbasicallyastainlesssteelhoseshouldleakorfail,theinstallationisstillsafe.

    Theapproachisstraightforward,butthecomplexityofmanyoperationsmakesuchsafetysystemsdifficulttoapplycorrectly,warnsVanBekkum:Intrinsicallysafedevicesarentalways

    anoptioninatankfarm,becauseyouhavepumpsandcontrolvalvesthathavepowerandcommunicationrequirementsthatgobeyondthedefinitionofintrinsicallysafe.IfyouareusingISinstrumentationinthefield,itmustbekeptsepa-ratefromapowereddevicetoavoidanyconfu-sionastothetypeofdeviceitis.

    Intrinsically safe devices and practices are crticialat loading racks. Here, a load computer (bottom),and tang grounding equipment help achieve safeand efficient hydrocarbon loading. Groundingequipment for the road and rail tankers helps pre-vent accidents by slowly discharging static electric-

    ity without creating dangerous sparks. Once thedischarge is complete, a permissive signal is trans-mitted to the system controlling the load process.Source: Honeywell Process Solutions.

    Historical Views,Future Developments

    Regardlessofthetechnology,addsVanBek-kum,mostproblemsresultfromhumanerror,and

    mostoccurnotwhennewequipmentisinstalled,butwhenmodificationsaremadewithoutad-equateplanningandcommunication.

    Forexample,anexistingtransmitterisre-placedwithanewtechnology,perhapsfromadifferentmanufacturer,andthemaintenancede-partmentisawareofthechangebuttheproduc-tiondepartmentisnot,heexplains.Caremustbetakentoensurespecificationsmatchandthatalltechniciansareinformedofanychanges.

    Oneconcernisthattheuseofbothtechnolo-giesinthesameareacouldleadtoconfusion,

    error,and,therefore,danger.Workersmustbetrainedspecificallyfortheareainwhichtheywillwork;indeedmanytodayarebeingcross-trainedtohandlebothtechnologiesasmorecompaniesfindthemselvesusingbothapproachesatthesamesite.MenezesandVanBekkumagreethat,inmostcases,theuseofonetechnologyortheotherisnotnecessarilyapplicationdriven.Rather,itisasite-by-sitedecision,influencedby,amongotherthings,habitandtraditionratherthantech-nologyandhazard.

    IntheopinionofEmersonsMenezes,explo-sion-proofpracticeshavehistoricallybeenmore

    commoninNorthAmericavs.intrinsicallysafepracticesinEurope.Intrinsicallysafeislikelytohaveaslightlylowerinstalledcost,butismorecomplextoimplement.YouhavetothinkaboutalotmorethingswithIS.Explosion-prooftech-

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    nologyisfairlysimpletoapply.Youbuyrobustdevicesthatwillcontainthepotentialexplosionandinstallthemusingrobustconduit.Suchprac-ticesensureifanexplosionoccurswithinadevice,itiscontained,andbythetimethegaseshave

    escapedtheyhavecooledtothepointthattheyarenolongerdangerous.Productsusedinoilandgasoperationsandrefineriesarerobusttostartwithbecauseofthenatureoftheindustry.MostNorthAmericaoperationsaresousedtoinstall-ingrobustdevicesthattheyassumeallproductsareexplosionproof.

    Influence Of Bus Networks, Wireless

    BothMenezesandVanBekkumagreethattheworldismovingtowardintrinsicallysafeprac-ticesandawayfromexplosion-prooftechniques.

    IntrinsicallysafepracticesaregainingpopularityinNorthAmericafortworeasons:increasinguseofbustechnologiesandproliferationofwirelesssystems.NotesMenezes,IfIhave,forexample,aFoundationfieldbusinstallation,Icanputonebarrierinthesafeareaandconnectfivetrans-mittersonthesamebus.Mycostisdividedby5.Manyuserswhohavehistoricallyusedexplo-sion-proofwiringpracticesturntointrinsicallysafewhentheyadoptFoundationfieldbus.Bustechnologiesarealsocatchingonwithmotorsnotthepowertothemotor,butthesignal.Eightmotors,forinstance,connectedtogetheronanISlow-powerProfibusorDeviceNetbus,canbe

    startedatonce.

    Wirelessalsoispromotingtheadoptionofintrinsicallysafepractices.Manywirelessdevices

    arebatteryoperatedand,inonesense,inherentlyintrinsicallysafe.Ifaplantneedstomonitorthetemperatureinareactor,itisrelativelyinexpen-sivetoinstallawirelesstemperaturetransmit-teronit.Thepowerlevelisjustnotsufficient

    togenerateahazard,saysMenezes.Iftheresaproblem,forexample,withabatteryinsideatransmitter,thetechniciangoesintothefield,unscrewsthecap,removesthebattery,replacesitwithafreshone,andscrewsthecapbackonrightinthehazardousenvironment.Inmanyrespects,itisanISdesign.

    Menezesalsooffersamoredetailedexample:Thefailureofaprimaryseal.Apressuretrans-mittermaybecorrectlyinstalledusingeitherintrinsicallysafeorexplosion-proofpractices,heexplains,butifahazardousfluidburststhroughtheprimaryseal(thetransmitterdiaphragm

    thatconnectsthedevicetotheprocess)andtheprocessfluidfindsitswayintothetransmitter,itsnotaleaptoseethattheprocessfluidmayburstthroughintoeverythingelseandfollowtheconduitintothecontrolroom.Youcouldconceiv-ablyhave2,000-psihydrocarbonsquirtingontothefloorofwhatissupposedtobeasafearea.Awirelessdevicewouldmeannoconnectionsfromthetransmitterinthehazardousareatothesafearea.Headmitsthereareotherwaystosolvethisproblemusingdualsealingdevicesandcon-duitseals,buttheyaddcostandcomplexity.

    Withlegacysystems,theexplosionproofap-

    proachhasbeensimpler,morecomfortable,saysMenezes.Butonceyouhavemultipledevicesonabusorinstallationsusingwirelesstechnol-

    ogy,intrinsicallysafebecomesmorecompelling,particularlywithinstrumentation.

    VanBekkumagrees,hisviewsonwirelessaresharedbycolleagueJeffBecker,HoneywellPro-

    cessSolutionsglobalwirelessdirector.Custom-

    ersareapplyingwirelesstechnologytomeasurepotentiallycriticalprocessvariablesinhazardouslocationsthatwerepreviouslyinaccessible,saysBecker.Applicationsarerelatedto,amongoth-ers,butanespherepressuremonitoring,inven-torymanagement,safetyreliefvalvemonitor-ing,safetyshowermonitoring,andrupturediscmonitoringallcriticalpointsinarefineryorchemicalplant.Wirelesshasempoweredandenabledtheseapplicationsandmetregulatoryneedsrelatedtoenvironment,explosiveclassifiedareas,safetyregulatory,andbottomlinecom-panyprofitabilityobjectives,headds.

    Althoughtherearestillsomeemotionalissuesassociatedwithwireless,theindustryismovingfasterandfastertowardwirelessandtherearealotofbenefits,addsVanBekkum.Whenmakingwirelessdecisions,itscriticaltodevelopaninfra-structurefortheentireplantthatmeetscurrentandfutureneeds.Wirelessismorethanaone-to-onereplacementofcopperwire.Ifyoubuildagoodsystemaccordingtocurrentstandards,itwillbesafeandsecure.Nothingis100%foolproof,butyoumakethingsassafeaspossible.Youreducetherisktoanacceptablelevel.

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    Sponsor Profile

    Contributed by: Richard Frauton,Product Manager, United Electric Controls

    Safetyimplementationtypicallyisdonebyagroupthatincludesplantinstrumentengineersandtechnicians,whoarechargedwithfindingsimpleandreliablesolutions.Often,thesesitu-ationsinvolvethequestionofwhentoshutaprocessdown.Suchdecisionsfrequentlyhingeonkeyprocessvariablessuchasflow,level,temper-atureandpressure.Thesemustbeinaspecifiedrangeatvariouslocationswithinchemicalplants,

    petrochemicalrefineries,powerplants,criticalprocessvesselsandevenateyewashstations.

    Forsuchpointsafetyapplications,aproperlydesignedandimplementeddigitalswitchwithself-diagnosticscanbeanimportantpartofthe

    answer.Asanelementofamultipletechnologysolution,adigitalswitch-basedapproachcanhelpeliminatecommon-modefailures,significantlyimproveresponsetime,achieveneededsafetyintegritylevels(SILs),andsimplifyplantsafetyinstrumentation.

    Switch background

    Yearsago,manyswitcheswereblindmechanicaldevicesactuatedelectromechanicallyorbypneu-matics.Theyofferednoindicationofreliability,suchassuccessorfailureinresponsetoacommand.

    Thislackoffeedbackwasparticularlyworrisomeinsafetyapplications.Theresultcouldbecatastrophic,

    shouldamalfunctionoccurinplaceoftheproperre-sponsetoatrippedpressureortemperaturealarm.

    Partlybecauseofthispossibility,therehasbeenageneraltrendtowardothersolutions.Inparticular,onepopularimplementationhasbeentouseatransmittertogetherwithadedicatedcontrolsystem,onethatisseparateanddistinctfromthebasicprocesscontrolsystem.Abenefitofthisapproachisthattransmitterscancon-veyagreatdealofrelevantprocessinformation,whichcanbeusefulforsafety,controlandlateroptimization.Thistechnologyalsoensuresthatconnectionsareactiveandthetransmitteris

    working,twocriticalrequirementsforanysafetyapplication.

    Insuchsetups,transmittersprovideprocesscontinuousdata,andanalarmorprotection

    systemactsuponthisinformation.Informalsurveyshaveshownthatsomewherebetween25and33percentoftransmitterstodayareinsuchloops.Thus,nearlyathirdofthetime,theresultisapointsafetysolutionofferingbinary,on-offactionatthecontrolroomthatiseffec-tivelyequivalenttowhathadbeenprovidedbyatraditionalswitch.

    Whiletransmittershavebeenevolving,switch-eshavebeenundergoingtheirownrevolution.Switchesnowaredigital,withprogrammablesetpointsanddeadbands.Theyoffersuchcapabilitiesasself-diagnosticsolid-stateelectronics,plugportdetectionandnuisancetripfiltering.Theyalsohavefail-safe-openprogram-mingmodesthateliminatetheproblemofundetectedfailure.

    Anexampleofhowthiscapabilitycanbeimplement-edisfoundinUnitedElectricControlsOneSeriesofdigitalpressureandtemperatureswitches.Whencondi-tionsarenormal,theswitchpulsesat20Hzbetweena1and0,sendingacontinu-ousheartbeatsignaleasily

    detectedbyacontroller.Aprocessupsetwillbemarkedbyclosingtheswitchandtheoutputofacontinuous1.Iftheinstrumentdetectsa

    fault,theswitchopensandtheoutputdropstoasteady0,thesameresultasisthecaseforawiringfault.In

    thisarrangement,bothsuccessandfailureareclearlyindicated.

    a. Whenprocessandinstrumentconditonsarenormal,apulsedoutputindicatesso.

    b. Whenasetpointisreached,theswitchcloses.

    c. Asconditonsreturntonormal,pulsedoutputresumes

    d. Adetectedinstrumentfaultcausestheswitchtoopenandstayopen.

    White Paper: Simplifying Plant Safety Instrumentation

    http://www.ueonline.com/plant_safety.htmlhttp://www.ueonline.com/plant_safety.html
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    Voting for an improvedSafety Integrity Level

    Digitalswitchtechnologyalsosatisfiesrequirementsneededto

    achieveagivenSIL,whichisameasureoftherelativerisk-reductionprovidedbyasafetyfunction.AsdefinedbytheInternationalElec-trotechnicalCommissionsstandardIECEN61508,SILincludesbothahardwareandsystemcomponent.Onthehardwareside,integrityisdeterminedbyaprobabilisticanalysisofthedevice,withparticu-larSILsmeetingthetablebelowfordiscreteorlowdemandopera-tion.

    Inthecaseofhighdemandorcontinuousoperation,thefol -lowingtableapplies.

    DeterminingtheSILforasystemisamulti-steppro-cess.Itbeginswitharigorousriskanalysisofthesystem,followedbycalculationswith

    theSIL,orpreferablyrawfailureprobabilitydata,forthedevicesdeterminedtobeinthecriticalpath.Fromthatanoverallreliabilityfigureisdetermined,whichthenyieldsthesystemSIL.

    KnowingthisprovidesmethodsneededtoachieveagivenSIL.Forinstance,avotingschemeinvolvingthreeSIL2-compliantcomponentscanleadtoaSIL3-system,as

    demonstratedbythefollow-ing:

    Probs=Prob1xProb2xProb3

    whereProbsistheprobabil -ityofsystemfailureinavotingschemebasedonindependentcomponentsandProbxistheprobabilityofcomponentxfail-ing

    SinceratioofoneSILto

    anotheris10:1,threecomponentvotingraisesthesystemSILfromoneleveltothenext.Italsoistheminimumnumberofcom-ponentsneededtobreakties.

    Point safety applications

    SowhataresomeoftheapplicationsthatdemandagivenSILandapointsafetysolution?Exam-plescanbefoundinprocessingplants,transportationandworkersafety.

    Thefirstgroupinvolvesactiveprocessing,withinstancesfoundinchemicalandpetrochemicalplants,refineries,andoilandgasfacilities.Insuchsituations,thereisatleastone,andpossiblysev-eral,criticalprocessvessels,inwhichareactionoccursthatmustbemonitoredforlevel,flow,pres-sure,temperature,oracombinationofthese.

    SIL Probabilityoffailureondemand Riskreductionfactor

    1 0.1-0.01 10-100

    2 0.01-0.001 100-1000

    3 0.001-0.0001 1000-10,0004 0.0001-0.00001 10,000-100,000

    SIL Probabilit yoffailureondemand Riskreductionfactor

    1 0. 00 001-0. 00 00 01 100,000-1,000,000

    2 0.000001-0.0000001 1,000,000-10,000,000

    3 0.0000001-0.00000001 10,000,000-100,000,000

    4 0.00000001-0.000000001 100,000,000-1,000,000,000

    S d b

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    Inpetrochemicalrefining,forexample,incomingcrudeoilundergoesdistillationwiththeoutputprocessedthroughanisomeriza -tionunittoalteritsstructurebeforeemergingasafuel.Isomerizationofteninvolvesheating

    productinthepresenceofacatalyst,suchasplatinumoranothermetal.Thecombinationofheatandachemicalreactioncanspiraloutofcontrol,ruiningproductandpossiblyleadingtoanexplosion.Thesameistrueforthesulfurremovinghydrotreaterunitsfoundinmultipleplaceswithinarefinery.Thus,thetempera -tureandpressuremustbemonitoredatmanylocations,and,ifneedbe,theprocessstopped.

    Asecondsetofapplicationsinvolvestrans -portationorstorageofflammablematerials.Examplescanbefoundingrainelevatorsandpowerplantcoaldustconveyors.Inthe

    firstcase,grainmustbemovedintoandthenwithinastructure,whichisaccomplishedbyagrainelevator.However,anyfineairbornesus -pensionoforganicmaterialiscombustible.Forthatreason,stonesandmetallicfragmentsareremovedbeforegrainistransportedormilled.Still,theelevatoritselfcanbeasourceofheatorsparks.Thusthetemperaturewithinthemechanismhastobemonitoredandtransporthaltedifdangerousconditionsdevelop.

    Thesamesituationprevailsinpowerplantsorotherfacilitieswithcoaldustconveyors.If

    aconveyorbearingorrollerbeginstooverheatandthesafethresholdexceeded,thismustbedetectedandtheconveyorshutdown.

    Anexampleofafinalapplicationcategorycanbefoundineyewashorsafetystations.Theseareinstalledtoensureworkersafetyandmustfunctionflawlesslywhenneeded.Consequently,itiscriticalthatthewashsolutionbecoolenough

    nottoscaldandwarmenoughnottofreeze.Thesestationsaresituatedinindustrialsettings,wheretemperatureextremesarepossible.Thus,amethodtomonitorthesituationandsignalacriticalalarmisimportant,intheeventthatthewashtemperatureistoohighorlow.

    Considerations

    Astheseexamplesshow,thereoftenisarequirementtomonitorandreacttocriticalprocessvariables,suchastemperatureandpressure.Inimplementingasolution,engi -

    neersshouldkeepinmindthatmultipletech -nologiesarebetterthanone,speedcansave,andthatsafetysystemsmustbeindependentofthebasicprocesscontrolsystem.

    Thefirstpointisimportantbecausemultipletechnologiesavoidcommon-modefailures.

    Takethecaseofatransmitter-controllerloopversusaswitch.Theformerwillsufferfromthepotentialofacommon-modefailureduetotherelianceonapossiblydistantcontrollerforaction.Becauseitisself-contained,theswitchcontinuestoworkregardlessofwhathappenstosomeothercomponent.

    Aswitchisalsosignificantlyfaster.Forin -stance,theOneSerieshasaresponsetimeof

    lessthan60mS,fivetimesbetterthanwhatcanbedonewithatransmitter.Anytimesav -ingscanbecrucialinpreventingormitigatinganunsafecondition.

    Theself-containednatureofaswitchalsoensuresthatthesafetysystemcanbeinde -pendentofthecontrolsystem.Aswitchwilltakeitsownreadingsoftemperatureandpressure,forexample,andthenreactinre -sponsetoitsownprogramming.

    However,itisimportantthatthisinde -pendencenotbetotal.Thatis,anysafetyinstrumentmustbeabletoreportonitsownconditionandinterfacewiththerestofaplantnetwork.InthecaseoftheOneSeries,thisisdonethroughself-diagnosticsthatallowextensivefaultdetection,includingpluggedportsandpowersupplyout-of-rangecondi -

    tions.Italsooffersmultipleoutputs,withbothaswitchfunctionanda4-20mAanalogout -put.Finally,itreportsfaultslocallyonitsowndisplayandremotelyviamultipleoutputs.

    AfinalandimperativeconsiderationforanytechnologyinvolvesdeterminingtheSILratingforanentiresystem.Asdiscussedearlier,theuseofvotingcanallowSIL2componentstocreateaSIL3system.Insucharrangements,acriticalpieceofinformationisindependentverificationofsafetyratings.Partofsuchverificationwillincludefailuremodes,effectsanddiagnosticsanalysis.FEMDAdataispart

    oftheIECEN61508certificationandcanbeusedincalculatingoverallsystemSIL.

    Conclusion

    Ashasbeenshown,advancesintechnol-ogyhavemadeswitchescapableofmonitor-ingtemperatureandpressurewhileconductingself-diagnostics,therebyremovingtheperilsof

    blindmechanicalaction.Thesedevelopmentsconstitutegoodnewsforengineerswhotodaywanttosimplifyinstrumentationinpointsafetyapplicationscommoninpetrochemicalplants,coaldusttransportation,criticallineorvesselprotection,oreyewashsafetystations.Suchswitchesofferimprovedsolutionsthroughavoid-anceofcommonmodefailures,fasterresponsetimes,independencefrombasicprocesscontrolsystems,andtheabilitytoachievedesiredSILviaavotingscheme.

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