The Basics of Process Control Instrument Calibration

Calibration is an essential part of keeping process measurement instrumentation delivering reliable and actionable information. All instruments utilized in process control are dependent on variables which translate from input to output. Calibration ensures the instrument is properly detecting and processing the input so that the output accurately represents a process condition. Typically, calibration involves the technician simulating an environmental condition and applying it to the measurement instrument. An input with a known quantity is introduced to the instrument, at which point the technician observes how the instrument responds, comparing instrument output to the known input signal.

Even if instruments are designed to withstand harsh physical conditions and last for long periods of
time, routine calibration as defined by manufacturer, industry, and operator standards is necessary to periodically validate measurement performance. Information provided by measurement instruments is used for process control and decision making, so a difference between an instruments output signal and the actual process condition can impact process output or facility overall performance and safety.

In all cases, the operation of a measurement instrument should be referenced, or traceable, to a universally recognized and verified measurement standard. Maintaining the reference path between a field instrument and a recognized physical standard requires careful attention to detail and uncompromising adherence to procedure.

Instrument ranging is where a certain range of simulated input conditions are applied to an instrument and verifying that the relationship between input and output stays within a specified tolerance across the entire range of input values. Calibration and ranging differ in that calibration focuses more on whether or not the instrument is sensing the input variable accurately, whereas ranging focuses more on the instruments input and output. The difference is important to note because re-ranging and re-calibration are distinct procedures.

In order to calibrate an instrument correctly, a reference point is necessary. In some cases, the reference point can be produced by a portable instrument, allowing in-place calibration of a transmitter or sensor. In other cases, precisely manufactured or engineered standards exist that can be used for bench calibration. Documentation of each operation, verifying that proper procedure was followed and calibration values recorded, should be maintained on file for inspection.

As measurement instruments age, they are more susceptible to declination in stability. Any time maintenance is performed, calibration should be a required step since the calibration parameters are sourced from pre-set calibration data which allows for all the instruments in a system to function as a process control unit.

Typical calibration timetables vary depending on specifics related to equipment and use. Generally, calibration is performed at predetermined time intervals, with notable changes in instrument performance also being a reliable indicator for when an instrument may need a tune-up. A typical type of recalibration regarding the use of analog and smart instruments is the zero and span adjustment, where the zero and span values define the instruments specific range. Accuracy at specific input value points may also be included, if deemed significant.

The management of calibration and maintenance operations for process measurement instrumentation is a significant factor in facility and process operation. It can be performed with properly trained and equipped in-house personnel, or with the engagement of highly qualified subcontractors. Calibration operations can be a significant cost center, with benefits accruing from increases in efficiency gained through the use of better calibration instrumentation that reduces task time.

A Very Unique "No Straight Run Required" Flowmeter

VERIS Accelabar Detail

The VERIS Accelabar® is a unique flow meter that combines two differential pressure technologies to produce performance never before attainable in a single flow meter.

The VERIS Accelabar® is capable of measuring gases, liquids, and steam at previously unattainable flow rate turndowns—with no straight run requirements.

No Straight Run Required

The VERIS Accelabar® can be used in extremely limited straight run piping configurations. All necessary straight run is integral to the meter. The stabilization and linearization of the velocity profile within the throat of the nozzle eliminates the need for any upstream or downstream pipe runs.

Read the document below for more information or download the VERIS Accelabar® PDF from Mead O'Brien's website here.

VERIS Accelabar Flow Meter from Mead O'Brien, Inc.

Mead O'Brien: Experts in Valves, Valve Automation, Steam & Hot Water Systems, Process Instruments

Mead O’Brien specializes in valves & valve automation, steam & hot water products and systems, instrumentation products, skid designs, field services, surveys, assessments, and consulting.

Product Focus:

• Valves, valve automation and control
• Steam and hot water products and systems
• Instrumentation and controls

For more information, visit http://www.meadobrien.com or call  (800) 892-2769.

Please pardon our little shameless self-promotion. Thanks for watching this short video highlighting Mead O'Brien products.

Industrial Valve Actuator Basics

Electric actuator (Limitorque)

Actuators are devices which supply the force and motion to open and close valves. They can be manually, pneumatically, hydraulically, or electrically operated. In common industrial usage, the term actuator generally refers to a device which employs a non-human power source and can respond to a controlling signal. Handles and wheels, technically manual actuators, are not usually referred to as actuators. They do not provide the automation component characteristic of powered units.

The primary function of a valve actuator is to set and hold the valve position in response to a process control signal. Actuator operation is related to the valve on which it is installed, not the process regulated by the valve. Thus a general purpose actuator may be used across a broad range of applications.

Pneumatic actuator (Metso Neles)

In a control loop, the controller has an input signal parameter, registered from the process, and compares it to a desired setpoint parameter. The controller adjusts its output to eliminate the difference between the process setpoint and process measured condition. The output signal then drives some control element, in this case the actuator, so that the error between setpoint and actual conditions is reduced. The output signal from the controller serves as the input signal to the actuator, resulting in a repositioning of the valve trim to increase or decrease the fluid flow through the valve.

An actuator must provide sufficient force to open and close its companion valve. The size or power of the actuator must match the operating and torque requirements of the companion valve. After an evaluation is done for the specific application, it may be found that other things must be accommodated by the actuator, such as dynamic fluid properties of the process or the seating and unseating properties of the valve. It is important that each specific application be evaluated to develop a carefully matched valve and actuator for the process.

Hydraulic and electric actuators are readily available in multi-turn and quarter-turn configurations. Pneumatic actuators are generally one of two types applied to quarter-turn valves: scotch-yoke and rack and pinion. A third type of pneumatic actuator, the vane actuator, is also available.

For converting input power into torque, electric actuators use motors and gear boxes while pneumatic actuators use air cylinders. Depending on torque and force required by the valve, the motor horsepower, gearing, and size of pneumatic cylinder may change.

Linear pneumatic actuator (Neles)

There are almost countless valve actuator variants available in the industrial marketplace. Many are tailored for very narrow application ranges, while others are more generally applied. Special designs can offer more complex operating characteristics. Ultimately, when applying actuators to any type of device, consultation with an application specialist is recommended to help establish and attain proper performance, safety and cost goals, as well as evaluation and matching of the proper actuator to the valve operation requirements. Share your fluid process control requirements with a specialist in valve automation, combining your own process knowledge and experience with their product application expertise to develop effective solutions.

Segmented or V Ported Ball Valves

Metso Neles segment ball valve

Ball, plug and butterfly valves all belong to a class of valves commonly referred to as "quarter-turn" valves. This refers the 90 deg (angular) rotation required to go from full closed, to full open position.

In most cases standard ball, plug, or butterfly valves are not the best choice as control valves (where the process media has to be modulated or throttled). Standard ball, plug and butterfly valves usually introduce very non-linear, dynamic flow coefficients. Furthermore, they can introduce undesirable turbulence to your piping system.

As a means to linearize flow coefficients and reduce turbulent flow, the machining, or characterization, of the valve disk is done so that the machined shape allows for more optimized flow.

For ball valves in particular, machining the ball's flow port with a "V", or even by machining the ball more radically, can deliver excellent flow curves. A term for a more radically machined ball is the "segment ball" (sometimes called "segmented").  In the following video you can see how a Metso Neles segment ball valve is designed to provide excellent control.

For more information about Metso Neles valves, contact Mead O'Brien at  (800) 892-2769 or visit http://meadobrien.com.

Happy Fourth of July from Mead O'Brien

"We hold these truths to be self-evident, that all men are created equal, that they are endowed by their Creator with certain unalienable Rights, that among these are Life, Liberty and the pursuit of Happiness. — That to secure these rights, Governments are instituted among Men, deriving their just powers from the consent of the governed, — That whenever any Form of Government becomes destructive of these ends, it is the Right of the People to alter or to abolish it, and to institute new Government, laying its foundation on such principles and organizing its powers in such form, as to them shall seem most likely to effect their Safety and Happiness."

THOMAS JEFFERSON, Declaration of Independence

Common Ways to Measure Steam Flow

For steam, energy is primarily contained in the latent heat and, to a lesser extent, the sensible heat of the fluid. The latent heat energy is released as the steam condenses to water. Additional sensible heat energy may be released if the condensate is further lowered in temperature. In steam measuring, the energy content of the steam is a function of the steam mass, temperature and pressure. Even after the steam releases its latent energy, the hot condensate still retains considerable heat energy, which may or may not be recovered (and used) in a constructive manner. The energy manager should become familiar with the entire steam cycle, including both the steam supply and the condensate return.

When compared to other liquid flow measuring, the measuring of steam flow presents one of the most challenging measuring scenarios. Most steam flowmeters measure a velocity or volumetric flow of the steam and, unless this is done carefully, the physical properties of steam will impair the ability to measure and define a mass flow rate accurately.

Steam is a compressible fluid; therefore, a reduction in pressure results in a reduction in density. Temperature and pressure in steam lines are dynamic. Changes in the system’s dynamics, control system operation and instrument calibration can result in considerable differences between actual pressure/temperature and a meter’s design parameters. Accurate steam flow measurement generally requires the measurement of the fluid’s temperature, pressure, and flow. This information is transmitted to an electronic device or flow computer (either internal or external to the flow meter electronics) and the flow rate is corrected (or compensated) based on actual fluid conditions.

The temperatures associated with steam flow measurement are often quite high. These temperatures can affect the accuracy and longevity of measuring electronics. Some measuring technologies use close-tolerance moving parts that can be affected by moisture or impurities in the steam. Improperly designed or installed components can result in steam system leakage and impact plant safety. The erosive nature of poor-quality steam can damage steam flow sensing elements and lead to inaccuracies and/or device failure.

The challenges of measuring steam can be simplified measuring the condensed steam, or condensate. The measuring of condensate (i.e., high-temperature hot water) is an accepted practice, often less expensive and more reliable than steam measuring. Depending on the application, inherent inaccuracies in condensate measuring stem from unaccounted for system steam losses. These losses are often difficult to find and quantify and thus affect condensate measurement accuracy.

Volumetric measuring approaches used in steam measuring can be broken down into two operating designs:

1. Differential pressure
2. Velocity measuring technologies.

DIFFERENTIAL

For steam three differential pressure flowmeters are highlighted: orifice flow meter, annubar flow meter, and spring-loaded variable area flow meter. All differential pressure flowmeters rely on the velocity-pressure relationship of flowing fluids for operation.

Orifice Flow Meter
(courtesy of Foxboro)

Differential Pressure – Orifice Flow Meter

Historically, the orifice flow meter is one of the most commonly used flowmeters to measure steam flow. The orifice flow meter for steam functions identically to that for natural gas flow. For steam measuring, orifice flow flowmeters are commonly used to monitor boiler steam production, amounts of steam delivered to a process or tenant, or in mass balance activities for efficiency calculation or trending.

Differential Pressure – Annubar Flow Meter

The annubar flow meter (a variation of the simple pitot tube) also takes advantage of the velocity-pressure relationship of flowing fluids. The device causing the change in pressure is a pipe inserted into the steam flow.

Differential Pressure – Spring-Loaded Variable Area Flow Meter

The spring-loaded variable area flow meter is a variation of the rotameter. There are alternative configurations but in general, the flow acts against a spring-mounted float or plug. The float can be shaped to give a linear relationship between differential pressure and flow rate. Another variation of the spring-loaded variable area flow meter is the direct in-line variable area flow meter, which uses a strain gage sensor on the spring rather than using a differential pressure sensor.

VELOCITY

The two main type of velocity flowmeters for steam flow, turbine and vortex shedding, both sense some flow characteristic directly proportional to the fluid’s velocity.

Velocity –  Turbine Flow Meter

A multi-blade impellor-like device is located in, and horizontal to, the fluid stream in a turbine flow meter. As the fluid passes through the turbine blades, the impellor rotates at a speed related to the fluid’s velocity. Blade speed can be sensed by a number of techniques including magnetic pick-up, mechanical gears, and photocell. The pulses generated as a result of blade rotation are directly proportional to fluid velocity, and hence flow rate.

Vortex Flowmeter
(courtesy of Foxboro)

Velocity – Vortex-Shedding Flow Meter

A vortex-shedding flow meter senses flow disturbances around a stationary body (called a bluff body) positioned in the middle of the fluid stream. As fluid flows around the bluff body, eddies or vortices are created downstream; the frequencies of these vortices are directly proportional to the fluid velocity.

For more information on process steam management, contact Mead O'Brien by visiting http://www.meadobrien.com or call (800) 892-2769,