Red Seal Quals

Occupational Analyses Series
Instrumentation and Control Technician

2010
TradesandApprenticeshipDivision WorkplacePartnershipsDirectorate NationalOccupationalClassification: Disponibleenfranaissousletitre:
Divisiondesmtiersetdelapprentissage Directiondespartenariatsenmilieude travail 2243 Technicien/technicienneen instrumentationetcontrle
Youcanorderthispublicationbycontacting: TradesandApprenticeshipDivision WorkplacePartnershipDirectorate HumanResourcesandSkillsDevelopmentCanada 140PromenadeduPortage,PhaseIV,5thFloor Gatineau,QuebecK1A0J9 Fax:8199537260 Online:www.redseal.ca Thisdocumentisavailableondemandinalternativeformats(LargePrint,Braille,Audio Cassette,AudioCD,eTextDiskette,eTextCD,orDAISY),bycontacting1800OCanada (18006226232).Ifyouhaveahearingorspeechimpairmentanduseateletypewriter(TTY), call18009269105. HerMajestytheQueeninRightofCanada,2010 Paper Cat.No.:HS421/102010E ISBN9781100147659 PDF Cat.No.:HS421/102010EPDF ISBN9781100147666
FOREWORD
TheCanadianCouncilofDirectorsofApprenticeship(CCDA)recognizesthisNational OccupationalAnalysisasthenationalstandardfortheoccupationofInstrumentationand ControlTechnician. Background ThefirstNationalConferenceonApprenticeshipinTradesandIndustries,heldinOttawain 1952,recommendedthatthefederalgovernmentberequestedtocooperatewithprovincialand territorialapprenticeshipcommitteesandofficialsinpreparinganalysesofanumberofskilled occupations.Tothisend,HumanResourcesandSkillsDevelopmentCanada(HRSDC)sponsors aprogram,undertheguidanceoftheCCDA,todevelopaseriesofNationalOccupational Analyses(NOA). TheNOAshavethefollowingobjectives: todescribeandgroupthetasksperformedbyskilledworkers; toidentifywhichtasksareperformedineveryprovinceandterritory; todevelopinstrumentsforuseinthepreparationofInterprovincialRedSeal Examinationsandcurriculafortrainingleadingtothecertificationofskilledworkers; tofacilitatethemobilityofapprenticesandskilledworkersinCanada;and, tosupplyemployers,employees,associations,industries,traininginstitutionsand governmentswithanalysesofoccupations.
ACKNOWLEDGEMENTS
TheCCDAandHRSDCwishtoexpresssincereappreciationforthecontributionofthemany tradespersons,industrialestablishments,professionalassociations,labourorganizations, provincialandterritorialgovernmentdepartmentsandagencies,andallotherswhocontributed tothispublication. SpecialacknowledgementisextendedbyHRSDCandtheCCDAtothefollowing representativesfromthetrade. BruceBoe BritishColumbia JohnBoth Alberta PaulBrown Manitoba LarryColbourne NewfoundlandandLabrador TerryMacLean PrinceEdwardIsland BrianPerreault Ontario JohnSanford NewBrunswick StuartSullivan NovaScotia ClayTiegen Saskatchewan ThisanalysiswaspreparedbytheWorkplacePartnershipsDirectorateofHRSDC.The coordinating,facilitatingandprocessingofthisanalysiswereundertakenbyemployeesofthe NOAdevelopmentteamoftheTradesandApprenticeshipDivision.RonYanewforthehost jurisdictionofAlbertaalsoparticipatedinthedevelopmentofthisNOA.
II
TABLE OF CONTENTS
FOREWORD ACKNOWLEDGEMENTS TABLEOFCONTENTS LISTOFPUBLISHEDNATIONALOCCUPATIONALANALYSES STRUCTUREOFANALYSIS DEVELOPMENTANDVALIDATIONOFANALYSIS I II III VI VIII X
ANALYSIS SAFETY SCOPEOFTHEINSTRUMENTATIONANDCONTROLTECHNICIANTRADE OCCUPATIONALOBSERVATIONS ESSENTIALSKILLSSUMMARY BLOCKA BLOCKB 3 4 6 7
OCCUPATIONALSKILLS Task1 Task2 Organizeswork. Performsroutinetradeactivities. 9 12
PROCESSMEASURINGANDINDICATINGDEVICES Task3 Task4 Task5 Task6 Task7 Installsandservicespressure,temperature,level andflowmeasuringandindicatingdevices. Installsandservicesmotion,speed,positionand vibrationmeasuringandindicatingdevices. Installsandservicesmass,densityandconsistency measuringandindicatingdevices. Installsandservicesprocessanalyzers. Installsandservicesflowcomputingdevices. 18 21 24 27 31
III
BLOCKC BLOCKD BLOCKE BLOCKF BLOCKG SAFETYANDSECURITYSYSTEMSANDDEVICES Task8 Task9 Installsandservicessafetysystemsanddevices. Installsandservicessecuritysystems.(NOT COMMONCORE) 35 38
HYDRAULIC,PNEUMATICANDELECTRICALSYSTEMS Task10 Task11 Task12 Installsandserviceshydraulicequipment. Installsandservicespneumaticequipment. Installsandserviceselectricalequipment. 41 44 46
FINALCONTROLDEVICES Task13 Task14 Task15 Task16 Installsandservicesvalves. Installsandservicesactuators. Installsandservicespositioners. Servicesvariablespeeddrives(VSDs). 49 52 54 57
COMMUNICATIONSYSTEMSANDDEVICES Task17 Task18 Task19 Installsandservicesnetworkandsignal transmissionsystems. Installsandservicessignalconverters. Installsandservicesdataconvertersandgateways. 61 64 67
CONTROLSYSTEMSANDPROCESSCONTROL Task20 Task21 Task22 Task23 Task24 Task25 Establishesprocesscontrolstrategies. Installsandservicesstandalonecontrollers (SACs). Installsandservicesprogrammablelogic controllers(PLCs). Installsandservicesdistributedcontrol systems(DCSs). InstallsandservicesSupervisoryControlandData Acquisition(SCADA)systems. Installsandserviceshumanmachineinterfaces (HMIs). IV 71 72 76 79 83 86
APPENDICES APPENDIXA APPENDIXB APPENDIXC APPENDIXD APPENDIXE APPENDIXF TOOLSANDEQUIPMENT GLOSSARY ACRONYMS BLOCKANDTASKWEIGHTING PIECHART TASKPROFILECHART 93 96 101 103 108 109
LIST OF PUBLISHED NATIONAL OCCUPATIONAL ANALYSES (Red Seal Trades)

NOC 1Code 7312 7332 7322 7321 6252 7262 7281 7272 7271 7282 7241 7611 6242 7333 2242 7295 7292 6271 7312 7242 7311 2243 7293 7264 7264 7264 2225 7284
TITLES AgriculturalEquipmentTechnician(2007) ApplianceServiceTechnician(2005) AutomotivePainter(2009) AutomotiveServiceTechnician(2009) Baker(2006) Boilermaker(2008) Bricklayer(2007) Cabinetmaker(2007) Carpenter(2010) ConcreteFinisher(2006) ConstructionElectrician(2008) ConstructionCraftWorker(2009) Cook(2008) ElectricalRewindMechanic(1999) ElectronicsTechnicianConsumerProducts(1997) FloorcoveringInstaller(2005) Glazier(2008) Hairstylist(2009) HeavyDutyEquipmentTechnician(2009) IndustrialElectrician(2008) IndustrialMechanic(Millwright)(2009) InstrumentationandControlTechnician(2010) Insulator(HeatandFrost)(2007) Ironworker(Generalist)(2006) Ironworker(Reinforcing)(2006) Ironworker(Structural/Ornamental)(2006) LandscapeHorticulturist(2010) Lather(InteriorSystemsMechanic)(2007)
1
NationalOccupationalClassification
VI
Title Machinist(2010) MetalFabricator(Fitter)(2008) MobileCraneOperator(2009) MotorcycleMechanic(2006) MotorVehicleBodyRepairer(MetalandPaint)(2010) OilBurnerMechanic(2006) PainterandDecorator(2007) Partsperson(2010) Plumber(2008) PowerlineTechnician(2009) RecreationVehicleServiceTechnician(2006) RefrigerationandAirConditioningMechanic(2009) RigTechnician(2008) Roofer(2006) SheetMetalWorker(2006) SprinklerSystemInstaller(2009) SteamfitterPipefitter(2008) Tilesetter(2004) ToolandDieMaker(2005) TransportTrailerTechnician(2008) TruckandTransportMechanic(2007) Welder(2009) NOC*Code 7231 7263 7371 7334 7322 7331 7294 1472 7251 7244 7383 7313 8232 7291 7261 7252 7252 7283 7232 7321 7321 7265
RequestsforprintedcopiesofNationalOccupationalAnalysesmaybeforwardedto: TradesandApprenticeshipDivision WorkplacePartnershipDirectorate HumanResourcesandSkillsDevelopmentCanada 140PromenadeduPortage,PhaseIV,5thFloor Gatineau,QuebecK1A0J9 Thesepublicationscanbeorderedordownloadedonlineat:www.redseal.ca.Linksto EssentialSkillsProfilesforsomeofthesetradesarealsoavailableonthiswebsite.
VII
STRUCTURE OF ANALYSIS
Tofacilitateunderstandingoftheoccupation,theworkperformedbytradespersonsisdivided intothefollowingcategories: Blocks thelargestdivisionswithintheanalysisthatarecomprisedofa distinctsetoftradeactivities distinctactionsthatdescribetheactivitieswithinablock distinctactionsthatdescribetheactivitieswithinatask activitiesthatapersonshouldbeabletodoinordertobecalled competentinthetrade
Tasks SubTasks KeyCompetencies
Theanalysisalsoprovidesthefollowinginformation: Trends changesidentifiedthatimpactorwillimpactthetradeincluding workpractices,technologicaladvances,andnewmaterialsand equipment alistofproducts,items,materialsandotherelementsrelevantto theblock categoriesoftoolsandequipmentusedtoperformalltasksinthe block;thesetoolsandequipmentarelistedinAppendixA informationtoclarifytheintentandmeaningoftasks theelementsofknowledgethatanindividualmustacquireto adequatelyperformatask
RelatedComponents
ToolsandEquipment
Context RequiredKnowledge
VIII
Theappendiceslocatedattheendoftheanalysisaredescribedasfollows: AppendixA ToolsandEquipment AppendixB Glossary AppendixC Acronyms AppendixD BlockandTask Weighting anonexhaustivelistoftoolsandequipmentusedinthistrade
definitionsorexplanationsofselectedtechnicaltermsusedinthe analysis alistofacronymsusedintheanalysiswiththeirfullname
theblockandtaskpercentagessubmittedbyeachjurisdiction, andthenationalaveragesofthesepercentages;thesenational averagesdeterminethenumberofquestionsforeachblockand taskintheInterprovincialexam agraphwhichdepictsthenationalpercentagesofexam questionsassignedtoblocks achartwhichoutlinesgraphicallytheblocks,tasksandsubtasks ofthisanalysis
AppendixE PieChart AppendixF TaskProfileChart
IX
DEVELOPMENT AND VALIDATION OF ANALYSIS
Development of Analysis Adraftanalysisisdevelopedbyacommitteeofindustryexpertsinthefieldledbyateamof facilitatorsfromHRSDC.Thisdraftanalysisbreaksdownallthetasksperformedinthe occupationanddescribestheknowledgeandabilitiesrequiredforatradespersonto demonstratecompetenceinthetrade. Draft Review TheNOAdevelopmentteamthenforwardsacopyoftheanalysisanditstranslationto provincialandterritorialauthoritiesforareviewofitscontentandstructure.Their recommendationsareassessedandincorporatedintotheanalysis. Validation and Weighting Theanalysisissenttoallprovincesandterritoriesforvalidationandweighting.Participating jurisdictionsconsultwithindustrytovalidateandweightthedocument,examiningtheblocks, tasksandsubtasksoftheanalysisasfollows: BLOCKS Eachjurisdictionassignsapercentageofquestionstoeachblockforan examinationthatwouldcovertheentiretrade. Eachjurisdictionassignsapercentageofexamquestionstoeachtaskwithina block. Eachjurisdictionindicates,withaYESorNO,whetherornoteachsubtaskis performedbyskilledworkerswithintheoccupationinitsjurisdiction.
TASKS
SUBTASKS
TheresultsofthisexercisearesubmittedtotheNOAdevelopmentteamwhothenanalyzesthe dataandincorporatesitintothedocument.TheNOAprovidestheindividualjurisdictional validationresultsaswellasthenationalaveragesofallresponses.Thenationalaveragesfor blockandtaskweightingguidetheInterprovincialRedSealExaminationplanforthetrade. ThismethodforthevalidationoftheNOAalsoidentifiescommoncoresubtasksacross Canadafortheoccupation.Ifatleast70%oftherespondingjurisdictionsperformasubtask,it shallbeconsideredcommoncore.InterprovincialRedSealExaminationsarebasedonthe commoncoresubtasksidentifiedthroughthisvalidationprocess.
Definitions for Validation and Weighting YES subtaskperformedbyqualifiedworkersintheoccupationinaspecific jurisdiction NO NV ND NOT COMMON CORE(NCC) NATIONAL AVERAGE% subtasknotperformedbyqualifiedworkersintheoccupationinaspecific jurisdiction analysisNotValidatedbyaprovince/territory tradeNotDesignatedinaprovince/territory subtask,taskorblockperformedbylessthan70%ofresponding jurisdictions;thesewillnotbetestedbytheInterprovincialRedSeal Examinationforthetrade averagepercentageofquestionsassignedtoeachblockandtaskin InterprovincialRedSealExaminationforthetrade
Provincial/Territorial Abbreviations NL NewfoundlandandLabrador NS NovaScotia PE PrinceEdwardIsland NB NewBrunswick QC Quebec ON Ontario MB Manitoba SK Saskatchewan AB Alberta BC BritishColumbia NT NorthwestTerritories YT YukonTerritory NU Nunavut
XI
ANALYSIS
SAFETY
Safeworkingproceduresandconditions,accidentprevention,andthepreservationofhealth areofprimaryimportancetoindustryinCanada.Theseresponsibilitiesaresharedandrequire thejointeffortsofgovernment,employersandemployees.Itisimperativethatallparties becomeawareofcircumstancesthatmayleadtoinjuryorharm.Safelearningexperiencesand workenvironmentscanbecreatedbycontrollingthevariablesandbehavioursthatmay contributetoaccidentsorinjury. Itisgenerallyrecognizedthatsafetyconsciousattitudesandworkpracticescontributetoa healthy,safeandaccidentfreeworkenvironment. ItisimperativetoapplyandbefamiliarwiththeOccupationalHealthandSafety(OH&S)Acts andWorkplaceHazardousMaterialsInformationSystem(WHMIS)Regulations.Aswell,itis essentialtodetermineworkplacehazardsandtakemeasurestoprotectoneself,coworkers,the publicandtheenvironment. Safetyeducationisanintegralpartoftraininginalljurisdictions.Assafetyisanimperativepart ofalltrades,itisassumedandthereforeitisnotincludedasaqualifierofanyactivities. However,thetechnicalsafetytasksandsubtasksspecifictothetradeareincludedinthis analysis.
SCOPE OF THE INSTRUMENTATION AND CONTROL TECHNICIAN TRADE
InstrumentationandControlTechnicianisthistradesofficialRedSealoccupationaltitle approvedbytheCCDA.Thisanalysiscoverstasksperformedbyinstrumentationandcontrol technicianswhoseoccupationaltitlehasbeenidentifiedbysomeprovincesandterritoriesof Canadaunderthefollowingnames:

NL NS PE NB QC ON MB SKABBCNT YT NU
IndustrialInstrumentMechanic IndustrialInstrumentTechnician InstrumentTechnician
InstrumentationandControlTechnician 3 3 3 Instrumentationandcontroltechniciansworkonmeasuringandcontrollinginstrumentation. Theyalsoserviceplantprocesscontrol,monitoring,safetyandcommunicationssystems.They areknowledgeableinoverallplantsystemsandinteractionsofprocesses. Someofthedutiesofinstrumentationandcontroltechniciansare: consultingdiagramsandtechnicaldocumentationsuchasschematics,manuals, standardsandcodes; maintainingbackups,documentationandsoftwarerevisionsforcontrolsystemsand instrumentation; installing,configuring,calibrating,maintainingandcommissioningcontrol,measuring andindicatinginstrumentation(pneumatic,analog&digital),andwirelessandfibre optic; configuringandprogrammingProgrammableLogicControllers(PLC),Distributed ControlSystems(DCS)andHumanMachineInterface(HMI),andSupervisoryControl andDataAcquisition(SCADA); installingandterminatingelectrical,pneumaticandfluidconnections; inspectingandtestingtheoperationofinstrumentsandsystemstodiagnosefaults; removing,repairing,adjustingandreplacingcomponents; calibratingcomponentsandsystems; assistingengineeringinplantdesign,modificationandhazardanalysis; maintainingvariouscomputerbasedcontrolsystems; developingandfollowingscheduledmaintenanceprograms; keepinguptodatewithadvancesintechnologyinindustryandthetrade; workingwiththeplantoperatorstooptimizetheplantcontrols.
Someoftheinstrumentsincludeprimarycontrolelements,transmitters,analyzers,sensors, detectors,signalconditioners,recorders,controllersandfinalcontrolelements.Theyareusedin industrytomeasureandcontrolvariablessuchaspressure,flow,temperature,level,motion, forceandchemicalcomposition. Instrumentationandcontroltechniciansworkinvariousindustrialsectors.Theymaybe employedbycompaniesinthefollowingindustrialsectors: pulpandpaperprocessing; nuclear,thermalandhydropowergenerating; mining; petrochemical; oilandgas; steel; watertreatment; manufacturing; industrialinstrumentservicing. Whenperformingtheirduties,instrumentationandcontroltechniciansmustcomplywith federal,jurisdictional,industrialandsitespecificstandards,codesandregulations.Theymust ensurethatallprocessesoperateandaremaintainedwithinthesesetstandards,codesand regulations. Instrumentationandcontroltechniciansmayworkinhazardousenvironmentswheretheymay beexposedtoconfinedspaces,heights,noise,dust,coldandheat.Theremayalsoberisks workingwithchemicals,gases,radiation,laserequipmentandsubstancesunderpressure. Keyattributesforpeopleenteringthistradearemanualdexterity,abilitytopayattentionto detail,strongproblemsolvingandcommunicationskills,andmathematicalandscientific aptitude. Instrumentationandcontroltechniciansinteractwithothertradespersonsandprofessionals suchasprocessoperators,steamfitters/pipefitters,welders,industrialmechanics(millwrights), electriciansandengineers. Withexperience,theyactasmentorsandtrainerstoapprenticesinthetrade.Theycouldalso moveintosupervisory,design,advancedcontrol,trainingorsalespositions.
OCCUPATIONAL OBSERVATIONS
Thecomputerisbeingusedfordiagnostics,calibration,programming,serviceand documentation.Theuseofcomputerizedequipmenthasraisedtheleveloftroubleshooting (diagnosisandrepair)abilityrequiredbythetechnician.Thishasanimpactontheeducation andtrainingrequirementsforthetrade.Continualtechnicaltrainingsuchasinsmart instrumentation,busnetworksandsoftwareisnowcommonpractice. Hardwiredrelaysystemswithmicroprocessorbasedequipmenthasproventobemore costeffectiveandmoreefficient.Devicebusnetworkingisreplacingsingleendruncabling, bringingdownthecostofinstallationaswellasbeingatroubleshootingasset.Wirelessbased networksformonitoringremotelocations,havereducedcablingrequirements.Thisincreases transmissionspeed,distancesanddatacapacity. Thereisademandtoutilizetheadvancesintechnologyinindustrywhichhasfounditsway intoalmostallaspectsofthetrade.Withthisdemand,theprocessofdiagnosticsandrepair continuestoevolveplacingincreasedemandoninstrumentandcontroltechnicianstofollow thepaceoftheseadvances.Forexample,thereisanincreaseintheuseofmassflowmetersfor processmonitoringandcustodytransfer.Onemassflowtransmitterreplacesseveralsingle variabletransmitters,reducinginstrumentationandcablingrequirements. Industrypracticesemissionsmonitoringforenvironmentalprotectionsupportedby governmentalregulations.Moreinstrumentationspecifictoemissionsmonitoringisbeing installed.Theserviceofthisequipmenthasbecomeanintegralpartofthetechniciansduties. Reliabilitycenteredmaintenanceandprocesssafetymanagementincludingsafetyinstrument systems(SISs)arebecomingmorecommoninindustrycausingachangeinfocusanddutiesof instrumentandcontroltechnicians.
ESSENTIAL SKILLS SUMMARY

Essentialskillsareneededforwork,learningandlife.Theyprovidethefoundationforlearning allotherskillsandenablepeopletoevolvewiththeirjobsandadapttoworkplacechange. Throughextensiveresearch,theGovernmentofCanadaandothernationalandinternational agencieshaveidentifiedandvalidatednineessentialskills.Theseskillsareusedinnearlyevery occupationandthroughoutdailylifeindifferentways. Theessentialskillsprofilefortheinstrumentationandcontroltechniciantradeindicatesthatthe mostimportantessentialskillsaredocumentuse,oralcommunication,problemsolving, decisionmaking,workingwithothersandcomputeruse. Theapplicationoftheseskillsmaybedescribedthroughoutthisdocumentwithinthe competencystatementswhichsupporteachsubtaskofthetrade.Thefollowingaresummaries oftherequirementsineachoftheessentialskills,takenfromtheessentialskillsprofile.Alinkto thecompleteessentialskillsprofilecanbefoundatwww.redseal.ca. Reading Instrumentationandcontroltechniciansrequirereadingskillstolocateandinterprettechnical informationfortheirtrade.Sometextsmayincludetechnicalarticles,notes,healthandsafety bulletins,calibrationandserviceguides,incidentreportsandproceduresmanuals. DocumentUse Documentuseisasignificantessentialskillforthistrade.Instrumentationandcontrol techniciansneedtobeabletolocateandinterpretinformationinprintandelectronicformats. Typesofdocumentsincludecomputerprintoutswithnumericinformation,suppliercatalogue listingsandforms,graphs,tablesandcharts,schematics,assemblydiagramsanddrawings. Theymaycreatedocumentssuchasonsitesketchesanddetailedschematics,assembly drawings,graphsandcharts. Writing Writingskillsareusedbyinstrumentationandcontroltechnicianstocreatepartslists, maintenanceschedules,andinspectionreports. OralCommunication Inordertocoordinatework,instrumentationandcontroltechniciansinteractwithother tradespeoplesuchassteamfitter/pipefitters,welders,machinists,electriciansandindustrial mechanics(millwrights).Theymayalsodiscussengineeringproblemswithengineersand provideexpertadviceandopinion.Attimes,theymaymakeformalpresentationstoexplain qualitymonitoringornewequipment.
Numeracy Instrumentationandcontroltechniciansmustapplymeasurementandcalculation,dataanalysis andnumericalestimationskillstotheirtasks.Someofthesetasksincludemeasuringanalyzer malfunctions,calculatingairflow,measuringeccentrics,calculatingvolumedisplacement, monitoringpressure,interpretingdeviationsongraphs,andcomparingvaluesand measurements. ThinkingSkills Instrumentationandcontroltechnicianstakecorrectivemeasurestoavoidpotentialhazards anddecidesuchaswhethertorepairorreplacecomponentsbasedontimeandcostfactors. Theyplanandorganizemaintenanceschedules,theneedfornewmachineryandassign tradespersonstomachinery.Theymustrelyonasignificantuseofmemorytorecalllocationsof varioustransmittersthroughouttheplantandwhatrepairswerelastcarriedout.Theymust alsofindinformationto,amongotherthings,monitorpressuresandtemperaturesand synthesizeinformationaboutmachinery. WorkingwithOthers Eventhoughinstrumentationandcontroltechniciansoftenworkalone,theymayalsowork withothersandliaisewithoperators.Indoingso,theymustfillintheroleofeitherteam memberorteamleaderonprojectteams.Theyliaisewithandgiveinformationtooperators. ComputerUse Instrumentandcontroltechniciansusewordprocessing,databases,spreadsheets, communicationandvendorsoftware/firmwareandcomputerassisteddesign,manufactureor machiningtodrawinformationandcompleteavarietyoftasks. ContinuousLearning Instrumentationandcontroltechnicianslearnthroughcoursesandtrainingsuchassafety training,confinedspacetrainingandcomputerapplicationsrelatingtoprocesscontrol.They mayattendtechnicalcoursesofferedbysuppliersrepresentatives,aswellasteam leadership/communicationseminars.Learningmaybedonethroughreadingtechnical magazinesandbytroubleshooting.
BLOCK A
Trends Related Components Toolsand Equipment SeeAppendixA. Allcomponentsapply.
OCCUPATIONAL SKILLS
Theexpectationsforsafeworkpracticescontinuetoincreasewith refinedregulationsandgreaterenforcement.
Task1
Context
Organizeswork.
Instrumentationandcontroltechniciansuseorganizationalskillsand equipmenttoperformtheirtasksinasafe,efficientandeffective manner.
RequiredKnowledge K1 K2 K3 symbolsandconventionsusedinschematicsanddrawingssuchas Instrumentation,SystemsandAutomationSociety(ISA)standards metricandimperialsystems workplacesafetyandhealthregulationssuchasWorkplaceHazardous MaterialsInformationSystem(WHMIS),TransportationofDangerousGoods (TDG)andjurisdictionalhealthandsafetyacts pertinentstandardsandcodessuchasISAstandards,CanadianStandards Association(CSA)andCanadianElectricalCode(CEC) regulationsrelatedtoenvironmentandmeasurement hazardousareaclassifications typesofdocumentationsuchascalibrationsheets,datasheetsandwork orders maintenancepracticessuchaspreventative,predictiveandreliabilitycentered programs managementofchange(facilitychangemanagement)procedures tradeterminology verbalandwrittencommunication taskrequirementssuchaspersonnelandjobplan 9
K4 K5 K 6 K7 K8 K9 K10 K11 K12
K13 K14 K15 K16 K17 K18 K19 K20 K21 K22
tradeequipmentandparts formssuchasbillsofmaterial,purchaseordersandmaterialrequisitions workersrightsandresponsibilities companysafetypoliciesandprocedures trainingrequirementssuchasfallprotection,confinedspaceentry,and hoistingandrigging hazardssuchasnucleardevices,pressures,temperatures,chemicalsand voltages firesafetyandworkpermitprocedures housekeepingpractices emergencyproceduresandlocationofsafetyequipment disposalandrecyclingprocedures
Subtask A1.01
NL yes NS yes
Usesdrawingsandschematics.
PE yes NB yes QC ND ON yes MB yes SK yes AB yes BC yes NT NV YT NV NU NV
KeyCompetencies A1.01.01 A1.01.02 A1.01.03 identifysymbolsandinterpretdrawingsandschematics applydrawingsandschematicstoapplications maintainbycreating,markingupandupdatingdrawingsandschematics accordingtoindustryandcompanystandards
10
Subtask A1.02
NL yes NS yes
Planstasks.
KeyCompetencies A1.02.01 A1.02.02 A1.02.03 A1.02.04 A1.02.05 A1.02.06 A1.02.07 A1.02.08 A1.02.09 scheduletasksaccordingtooperations,personnelavailability,toolsand equipment selectandacquirerequiredtools,equipment,materials,partsandpersonnel coordinatewithothertrades coordinatewithoperationsforprocessequipmentavailabilityandsafety selectandacquirerequiredpersonalprotectiveequipment(PPE)andsafety equipment applymanagementofchange(facilitychangemanagement)procedures identifypowersources identifystockrequirementsaccordingtofactorssuchascriticality, operationalneedsandmanufacturersrecommendations preparesiteforworkbyperformingactivitiessuchashazardassessmentand settingupbarricades
Subtask A1.03
NL yes NS yes
Maintainssafeworkenvironment.
KeyCompetencies A1.03.01 A1.03.02 A1.03.03 A1.03.04 A1.03.05 followspecifiedsafetyproceduressuchasfallarrest,hotworkandconfined spaceprocedures identifyhazardssuchashighvoltage,rotatingequipment,nuclearradiation, hazardousgases,workingatheightsandnoisylocations maintainacleanandtidyworksitetoavoidinjuriestoselfandothers coordinatetaskswithotherworkerstoavoidinjurytoselfandothers usebarricadesandsignagetoidentifyhazardsinworkareas
11
A1.03.06 A1.03.07 A1.03.08 A1.03.09
handlehazardousmaterialsinaccordancewithWHMISproceduressuchas disposal,labellingandusingPPE participateinsafetymeetingsanddiscussionstoensurethatinformationis recordedanddistributedtoallteammembers recognizeandreportunsafeconditionsandpersonalinjuryhazardssothat theymayberectified installsafetymechanismssuchasdoubleblockandbleed,andtemporary safetyprotection
Task2
Context
Performsroutinetradeactivities.
Thesetasksareperformedacrossthetrade.Instrumentationandcontrol techniciansperformroutinetradeactivitiesinasafe,efficientand effectivemanner. Theseactivitiescanaffectthesafety,productivityandefficiencyofthe worksite.
RequiredKnowledge K1 K2 K3 K4 K5 K6 K7 K8 K9 K10 K11 K12 PPEsuchassafetyglasses,safetyboots,gloves,coverallsandfaceshields safetyequipmentsuchasfirstaidkit,fireextinguishersandeyewashstation PPEandsafetyequipmentoperationandlimitations themaintenancescheduleandcertificationrequirementsofPPEandsafety equipment proceduresforshuttingdownprocesses proceduresforisolatingequipmentfromenergysources proceduresfordeenergizingequipmentsuchaselectrical,electronic, hydraulic,pneumatic,kineticandnuclear proceduresforenergizingequipmentsuchaselectrical,electronic,hydraulic, pneumaticandnuclear typesofcalibrationandtestequipmentsuchasmultimeters,pressure calibratorsandhandheldcommunicators typesofconfigurationequipmentsuchasHighwayAddressableRemote Transducer(HART)communicator,computersandassociatedsoftware calibration,configurationandtestequipmentoperatingproceduresand limitations themaintenancescheduleandcertificationrequirementsofcalibration, configurationandtestequipment 12
K13 K14 K15 K16 K17 K18 K19 K20
typesofhandtools handtooloperatingproceduresandlimitations portableandstationarypowertooloperatingproceduresandlimitations typesandfunctionsofhoistingandliftingdevicessuchasjacks,hoistsand comealongs typesandfunctionsofriggingequipmentsuchasbelts,ropes,cablesand slings operatingproceduresforhoistingandliftingdevices hoistingandliftingcapacities materialhandlingequipmentincludingpalletjacks,forklifts,stationarycranes andrigging
Subtask A2.01
NL yes NS yes
Usespersonalprotectiveequipment(PPE)andsafetyequipment.
KeyCompetencies A2.01.01 A2.01.02 A2.01.03 A2.01.04 A2.01.05 selectandwearPPEappropriatefortaskandasidentifiedbysitepolicies, jurisdictionalregulationsandWHMIS inspectPPEforappropriatefit,expirationanddamagesuchasexcessively wornbootsandcrackedsafetyglasses locateandusesafetyequipmentsuchasfireextinguishers,eyewashstations andfirstaidkits storePPEandsafetyequipmentaccordingtomanufacturers recommendations maintainbytesting,recertifyingorreplacingPPEandsafetyequipmentsuch assafetyharnesses,hardhatsandlanyardsasrequiredbyjurisdictional regulations,companypoliciesandmanufacturersrecommendations
13
Subtask A2.02
NL yes NS yes
Performsdeenergizing,lockoutandtagoutprocedures.
KeyCompetencies A2.02.01 A2.02.02 A2.02.03 A2.02.04 A2.02.05 identifysourcesofpotentialenergysuchassuspendedweight,trapped pressure,electricalpotentialandnucleardevices selectisolationpointssuchasvalves,brakesandmotorcontrolcenter(MCC) toensurethatenergycannotbeaddedtothesystem deenergizesystemusingmethodssuchasrelievingpressure,applying groundsandreleasingbrakes performlockoutaccordingtocompanyandjurisdictionalregulationsand legislation recordequipmentlockoutspecificsforfuturereference
Subtask A2.03
NL yes NS yes
Maintainscalibration,configurationandtestequipment.
KeyCompetencies A2.03.01 A2.03.02 A2.03.03 A2.03.04 A2.03.05 A2.03.06 14 inspectandtestcalibrationandtestequipment inspectandverifyfunctionalityofconfigurationequipment confirmversionsofsoftwareandfirmwareandperformupdateswhen required recertifycalibrationandtestequipmentanddevicesaccordingto manufacturersrecommendations,regulationsandcompanypolicies storecalibration,configurationandtestequipmentaccordingto manufacturersrecommendationsandcompanypolicies maintaindocumentationofmaintenanceandcertificationofcalibration, configuration,revisioncontrolandtestequipment
Subtask A2.04
NL yes NS yes
Maintainstools.
KeyCompetencies A2.04.01 A2.04.02 A2.04.03 A2.04.04 A2.04.05 A2.04.06 A2.04.07 A2.04.08 A2.04.09 inspecthandtoolsfordamage lubricatehandtoolssuchasflaringtoolsandcutterstoensureproper operation wipetoolsafterusetoensuretheyarecleanandrustfree replacehandtoolpartssuchascuttingbladesandhacksawblades checkbatteriesandchargerstoensuretheyareingoodconditionand batteriesarefullycharged cleanandinspectpowertoolsforunsafeconditionssuchasmissing,worn anddamagedparts,defectiveormissingguardsandfrayedcords replacepowertoolcomponentssuchasdrillbitsandcuttingdiscs repairdefectivecomponentsofpowertools storetoolsinacleananddrylocationtoensuretheyareinoperating condition
Subtask A2.05
NL yes NS yes
Operatesmaterialhandlingequipment.
KeyCompetencies A2.05.01 A2.05.02 A2.05.03 A2.05.04 A2.05.05 identifyweightofliftandcapacityofavailableequipment selectmaterialhandlingequipmentaccordingtotypeofliftandweight identifyshopandregulatorylimitationsanddeterminewhatriggingand hoistingoperationsneedtobedonebyotherqualifiedpersonnel inspectmaterialhandlingequipmentfordefectsandexpirationdates identifypotentialhazardssuchaspinchpoints,loadinstability,obstructions andoverheadlines
15
A2.05.06 A2.05.07
isolateworkareapriortoliftusingsafetyequipmentsuchasbarriersand warninglights storeequipmentincleananddrylocations
16
BLOCK B
Trends
PROCESS MEASURING AND INDICATING DEVICES

Duetotheavailabilityofmorecomputingpower,sophisticateddevices havemorefunctionalityanddiagnosticcapabilitiesintegralwithinthe device,creatinginmanycasesamovetononcontactprocess equipment. Thereisatrendtowardstheuseofwirelessdevices.Thereisamoveto theuseofdigitalbustransmissionratherthananalog.
Related Components Pressuremeasuringdevices:pressuregauges,manometers,electronic andpneumaticpressuretransmitters,pressureswitches. Temperaturemeasuringdevices:thermometers(electronic,infrared, mechanical),thermistors,thermocouples,capillarytubes,resistive thermaldevices(RTDs),pyrometers,temperatureswitches. Levelmeasuringdevices:sightglasses,mechanicallevelindicators, pneumaticlevelmeasuringdevices,electroniclevelmeasuringdevices, levelswitches. Flowmeasuringdevices:primaryelements(annubars,orificeplates, venturitubes,pitottubes,flownozzles,flumes,weirs,wedgemeters, cones),flowmeters(turbine,sheddingvortex,magnetic,ultrasonic), flowswitches. Motion,speed,positionandvibrationmeasuringdevices:probes, amplifiers,proximeters,accelerometers,switches. Massanddensitymeasuringdevices:straingauges,loadcells,scales, paddles/blades,nucleardevices,opticaldevices,displacers. Consistencymeasuringdevices:blades,rotarypaddles,radar, microwave,opticaldevices. Othercomponents:indicators,recorders,controllers,sealsandgaskets, fittings,brackets,fasteners,piping,wiring,valves. Processanalyzers:watertreatmentanalyzers(pH,conductivity, dissolvedoxygen(DO),turbidity,oxidationreductionpotential(ORP) concentration),oilandgasanalyzers(chromatograph,spectrometers), environmentalanalyzers(noise,NOx,CO2,H2S,NH3andother greenhousegases). Flowcomputingdevices:temperatureandpressuredifferential. Indicatingdevices:panelmeters,pressure/temperaturegauges,sight glasses.
17
Toolsand Equipment
SeeAppendixA.
Task3
Context
Installsandservicespressure,temperature,levelandflow measuringandindicatingdevices.
Theseprimarymeasuringdevicesareusedtomonitorprocesscontrol variables. Instrumentationandcontroltechniciansinstall,maintain,diagnoseand repairthesedevicestooptimizethecontroloperation.Indicatorsare usedtovisuallydisplayprocessvariables.
RequiredKnowledge K1 K2 K3 K4 K 5 K6 K7 K8 K9 K10 K11 K12 K13 K14 typesofpressureandvacuummeasuringdevicessuchaspneumatic, electronicandmechanical typesoflevelmeasuringdevicessuchasdifferentialpressure(DP) transmitter,ultrasonicandfloatswitches(mechanical) typesofflowmeasuringdevicessuchasDP,positivedisplacementand ultrasonic typesoftemperaturemeasuringdevicessuchasthermocouples,RTD,filled thermalsystemsandpyrometers typesofindicatingdevicessuchaschartrecorders,digitaldisplaysand gauges typesofpressuresuchasabsolute,differential,gauge,scalesandbarometric temperaturescalessuchasKelvin,FahrenheitandCelsius typesofconnectionssuchaspipingandwiring primaryelementsforvariousmeasuringdevicessuchasorificeplates, turbinesandcoriolis pressure,levelandflowcalibrationinstrumentssuchaspressurecalibrators, deadweighttestersandmultimeters temperaturecalibrationinstrumentssuchasmultimeters,temperaturebaths, dryblockcalibratorsandWheatstonebridges accuracyofcalibrationinstruments requiredcalibratingparametersofmeasuringdevicessuchaszero,span, range,repeatability,specificgravityandaccuracy calibrationmethodsasrequiredbythemeasuringdevice 18
K15 K16 K17
interactionofvariousloops measuringdeviceoperation repair/replacementmethods
Subtask B3.01
NL yes NS yes
Installspressure,temperature,levelandflowmeasuringand indicatingdevices.
KeyCompetencies B3.01.01 B3.01.02 B3.01.03 B3.01.04 B3.01.05 B3.01.06 B3.01.07 B3.01.08 B3.01.09 B3.01.10 selectandusetoolsandequipmentaccordingtotypeofdevice selectdeviceaccordingtoprocessapplication,environmentandcompany standards selectmountinglocationandmountdeviceaccordingtoindustrystandards andmanufacturersspecifications connectdevicetotheprocessusingmethodssuchastubing,inlineand thermowellaccordingtoindustrystandards terminatewiringtomeasuringandindicatingdevice(s)accordingto manufacturersspecifications configuremeasuringandindicatingdevicesaccordingtomanufacturers instructions,processrequirementsand/ordatasheets calibratemeasuringandindicatingdevicesaccordingtomanufacturers instructions,processrequirementsand/ordatasheets verifyoperationofdevicewithinspecifiedparametersbyusingtest equipmentandprocedures modifyenclosuresandpanelstoholddevicesandindicators backupanddocumentconfigurationsettingsforfuturedatarecovery
19
Subtask B3.02
NL yes NS yes
Maintainspressure,temperature,levelandflowmeasuringand indicatingdevices.
KeyCompetencies B3.02.01 B3.02.02 B3.02.03 B3.02.04 B3.02.05 B3.02.06 performinspectiontodetectabnormalitiessuchasleaks,looseconnections andcorrosion performfunctioncheckofdevicetoconfirmproperoperation clearsensinglinesofthemeasuringandindicatingdevicesbyisolating, equalizingorblowingdown,toensurelinesarenotplugged followmanufacturersrecommendedmaintenancepractices cleandevicesusingmaterialssuchassolvents,finewire,abrasivesand contactcleaners verifycalibrationofdevicesbeforereturningtoservice
Subtask B3.03
NL yes NS yes
Diagnosespressure,temperature,levelandflowmeasuringand indicatingdevices.
KeyCompetencies B3.03.01 B3.03.02 B3.03.03 B3.03.04 selectandusediagnostictoolsandequipmentsuchascomputerandsoftware andhandheldconfigurator performinspectiontodetectfaultssuchasleaks,physicaldamageandpoor wiringconnections performfunctioncheckofdevicetoisolateproblemssuchaspluggedsensing lineandinadequatepower determineprobablerootcauseandlocationoffaults
20
Subtask B3.04
NL yes NS yes
Repairspressure,temperature,levelandflowmeasuringand indicatingdevices.
KeyCompetencies B3.04.01 B3.04.02 B3.04.03 B3.04.04 B3.04.05 selectandusetoolsandequipmentsuchasdigitalmultimeter,pressure calibratorandtestgauges selectreplacementcomponentsrequiredaccordingtocodesand manufacturersspecifications replacecomponentssuchassensorboards,LCDsandbellows clearpluggedlines inspectandcleanprocesswettedcomponentswheredevicecontactsthe process
Task4
Context
Installsandservicesmotion,speed,positionandvibration measuringandindicatingdevices.
Thesemeasuringdevicessensemotion,speed,positionandvibration andenabletheinstrumentationandcontroltechniciantomonitorthe operationofequipment.Thesedevicesareusuallyinstalled,maintained andrepairedtoprotecttheintegrityoftheequipment.
RequiredKnowledge K1 K2 K3 K4 K5 K6 motionandposition/displacementmeasuringdevicessuchastorqueswitches, proximityswitches,proximityprobesandanalogpositionsensors speedmeasuringdevicessuchastachometers,strobesandproximeters vibrationmeasuringdevicessuchasprobesandproximeters typesofindicatingdevicessuchaschartrecorders,digitaldisplaysand gauges motion,speed,positionandvibrationcalibrationinstrumentssuchasstrobe lights,multimetersandtachometers manufacturersspecifications 21
K7 K8 K9 K10
requiredcalibratingparametersofmeasuringdevicessuchaszero,span, rangeandaccuracy relevantlawsandprinciplesofphysicssuchasspeedandvelocity measuringdeviceoperation materialssuchassolventsandcontactcleaners
Subtask B4.01
NL yes NS yes
Installsmotion,speed,positionandvibrationmeasuringand indicatingdevices.
KeyCompetencies B4.01.01 B4.01.02 B4.01.03 B4.01.04 B4.01.05 B4.01.06 B4.01.07 B4.01.08 B4.01.09 selectandusetoolsandequipmentsuchasminiwrenchesandfeelergauges accordingtotypeofdevice selectdeviceaccordingtoprocessapplication,environmentandcompany standards selectcableaccordingtomanufacturersspecifications selectmountinglocationandhardwareaccordingtomanufacturers specifications mountdeviceusingmethodssuchasbolting,weldingandthreading terminatewiringtomeasuringandindicatingdevice(s)accordingto manufacturersspecifications configureandcalibratedevicesaccordingtomanufacturersinstructionsto matchsensorstoreceivers verifyoperationofdevicewithinspecifiedparametersbyusingtest equipmentandprocedures backupanddocumentconfigurationsettingsforfuturedatarecovery
22
Subtask B4.02
NL yes NS yes
Maintainsmotion,speed,positionandvibrationmeasuringand indicatingdevices.
KeyCompetencies B4.02.01 B4.02.02 B4.02.03 B4.02.04 B4.02.05 performinspectiontodetectabnormalitiessuchasdirt,looseconnectionsand corrosion performfunctioncheckofdevicetoconfirmproperoperation followmanufacturersrecommendedmaintenancepractices cleancomponentssuchasopticallensesandprobefacesusingmaterialssuch assolvents,abrasivesandcontactcleaners verifycalibrationofdevicesandrecalibrateifnecessarybeforereturningto service
Subtask B4.03
NL yes NS yes
Diagnosesmotion,speed,positionandvibrationmeasuringand indicatingdevices.
KeyCompetencies B4.03.01 B4.03.02 B4.03.03 B4.03.04 selectandusediagnostictoolsandequipmentsuchasoscilloscope, multimeterandhandheldconfigurator performinspectiontodetectfaultssuchasmisalignment,physicaldamage andpoorelectricalconnections performfunctioncheckofdevicetoisolateproblemssuchasdirtyoptics, faultysensorsandinadequatepower determineprobablerootcauseandlocationoffaults
23
Subtask B4.04
NL yes NS yes
Repairsmotion,speed,positionandvibrationmeasuringand indicatingdevices.
KeyCompetencies B4.04.01 B4.04.02 B4.04.03 B4.04.04 selectandusetoolsandequipmentsuchasmultimeters,feelergaugesand tachonometer selectreplacementcomponentsrequiredaccordingtocodesand manufacturersspecifications removeandreplacecomponentssuchassensors,sensorboards,reflectors andtransmitters inspectandcleancomponentssuchasreflectorsandlenses
Task5
Context
Installsandservicesmass,densityandconsistencymeasuring andindicatingdevices.
Thesedevicesmeasurethecharacteristicsofthematerialwithinthe process.Thesedevicesaremorecomplexandspecializedandare tailoredtomatchtheprocess.Thesedevicesmustbeproperlyinstalled andmaintainedinordertomaintainproductquality.
RequiredKnowledge K1 K2 K3 K4 K5 K6 typesofmassmeasuringdevicessuchasloadcells,scalesandstraingauges typesofdensitymeasuringdevicessuchasutube,displacer,nucleargauge andrefractometer radiationsafetypractices typesofconsistencymeasuringdevicessuchasoptical,rotary,blade,paddle andmicrowave typesofindicatingdevicessuchaschartrecorders,digitaldisplaysand gauges factorsaffectingsystemperformancesuchastemperature,vibrationand pressure 24
K7 K8 K9 K10 K11 K12 K13 K14
typesofconnectionssuchaspipingandwiring calibrationinstrumentssuchasmultimeters,refractometers,radiationsurvey metersandcalibratedstandards accuracyofcalibrationequipment requiredcalibratingparametersofmeasuringdevicessuchaszero,span, range,repeatabilityandspecificgravity calibrationmethodsasrequiredbythemeasuringdevice interactionofvariousloops measuringdeviceoperation repair/replacementmethods
Subtask B5.01
NL yes NS yes
Installsmass,densityandconsistencymeasuringandindicating devices.
KeyCompetencies B5.01.01 B5.01.02 B5.01.03 B5.01.04 B5.01.05 B5.01.06 B5.01.07 B5.01.08 B5.01.09 25 selectandusetoolsandequipmentaccordingtotypeofdevice selectdeviceaccordingtoprocessapplication,environmentandcompany standards selectmountinglocationandhardwareaccordingtoindustrystandardsand manufacturersspecifications mountdeviceandconnecttotheprocessusingmethodssuchasinline, screwing,boltingandtubingaccordingtoindustrystandards terminatewiringtomeasuringandindicatingdevice(s)accordingto manufacturersspecifications configuremeasuringandindicatingdevicesaccordingtomanufacturers instructions,processrequirementsand/ordatasheets calibratemeasuringandindicatingdevicesaccordingtomanufacturers instructions,processrequirementsand/ordatasheets verifyoperationofdevicewithinspecifiedparametersbyusingtest equipmentandprocedures backupanddocumentconfigurationsettingsforfuturedatarecovery
Subtask B5.02
NL yes NS yes
Maintainsmass,densityandconsistencymeasuringandindicating devices.
KeyCompetencies B5.02.01 B5.02.02 B5.02.03 B5.02.04 B5.02.05 performinspectiontodetectabnormalitiessuchasleaks,looseconnections andcorrosion performfunctioncheckofdevicetoconfirmproperoperation followmanufacturersrecommendedmaintenancepractices cleandevicesusingmaterialssuchassolvents,finewire,abrasivesand contactcleaners verifycalibrationofdevicesandrecalibrateifnecessarybeforereturningto service
Subtask B5.03
NL yes NS yes
Diagnosesmass,densityandconsistencymeasuringandindicating devices.
KeyCompetencies B5.03.01 B5.03.02 B5.03.03 B5.03.04 selectandusediagnostictoolsandequipmentsuchasmultimeter,computers andsoftware,andhandheldconfigurator performinspectiontodetectfaultssuchasleaks,misalignment,physical damageandpoorelectricalconnections checkfunctionofdevicetoisolateproblemssuchasdirtylenses,faulty sensorsandinadequatepower determineprobablerootcauseandlocationoffaults
26
Subtask B5.04
NL yes NS yes
Repairsmass,densityandconsistencymeasuringandindicating devices.
KeyCompetencies B5.04.01 B5.04.02 B5.04.03 B5.04.04 selectandusetoolsandequipmentsuchasmultimeterandtestweights replacecomponentssuchassensorsandsensorboards inspectandcleancomponentssuchasreflectorsandlenses rebuilddevicessuchasrotaryconsistencytransmittersandmechanicalbelt scales
Task6
Context
Installsandservicesprocessanalyzers.
Processanalyzersareusedtomeasureandverifythatprocessesare workingcorrectlyandfollowingqualitycontrolandregulatory standards.Instrumentationandcontroltechniciansmustbeableto install,maintain,diagnoseandrepairprocessanalyzerstomaintain processqualityandtoprotecttheenvironmentandworkers.
RequiredKnowledge K1 K2 K3 K4 K5 K6 K7 K8 processanalyzerssuchaspH,conductivity,turbidityandORP qualitycontrolanalyzerssuchaschromatographs,spectrometersandpulp qualityanalyzers environmentalemissionanalyzerssuchasfornoise,hazardousgasesand greenhousegases typesofconnectionssuchaspiping,wiringandflangemounted operationaltheoryofanalyzers operatingparameterssuchassamplingtime,analysistimeandmeasurement limitations requiredinstallationconditionssuchasambienttemperatureandcleanliness samplingsystems,conditionersandmethods
27
K9 K10 K11 K12 K13 K14 K15 K16 K17 K18
calibrationinstrumentssuchaslabinstruments,multimetersandcomputer software requiredcalibrationparametersofanalyzers calibrationmaterialsuchasinertgases,standardgases,waterandoil accuracyandrepeatabilitylimitationsoftheanalyzer calibrationmethodsasrequiredbytheanalyzer interactionofanalyzertoprocess possiblecontaminationofanalyzers maintenanceroutinesandtiming maintenancematerialssuchascarriergases analyzeroperation
Subtask B6.01
NL yes NS yes
Installsprocessanalyzers.
KeyCompetencies B6.01.01 B6.01.02 B6.01.03 B6.01.04 B6.01.05 B6.01.06 B6.01.07 B6.01.08 selectandusetoolsandequipmentsuchasmountingjigsandcalibration samplesaccordingtotypeofdevice selectanalyzersaccordingtoprocessapplication,environmentalconditions, manufacturersspecificationsandcompanystandards selectmountinglocationandhardwareaccordingtoindustry/company standardsandmanufacturersspecifications mountdevice(s)andconnecttotheprocessusingmethodssuchasinlineand tubingaccordingtomanufacturersinstructionsandindustrystandards terminatewiringtomeasuringandindicatingdevice(s)accordingto manufacturersspecifications configureanalyzerandindicatingdevicesaccordingtomanufacturers instructions,processrequirementsand/ordatasheets calibrateanalyzerandindicatingdevicesaccordingtomanufacturers instructions,processrequirementsand/ordatasheets installsamplingsystemsandconditioners
28
B6.01.09 B6.01.10
verifyoperationofanalyzerandsamplingsystemwithinspecified parametersbyusingtestequipment,samplingroutinesandprocedures backupanddocumentconfigurationsettingsforfuturedatarecovery
Subtask B6.02
NL yes NS yes
Maintainsprocessanalyzers.
KeyCompetencies B6.02.01 B6.02.02 B6.02.03 B6.02.04 B6.02.05 B6.02.06 performinspectiontodetectabnormalitiessuchasleaks,incorrectsample flowandcorrosion checkfunctionofanalyzerandsamplingsystemtoconfirmproperoperation followandmodify(asrequired)manufacturersrecommendedmaintenance practicesandschedules cleandevicesusingmaterialssuchassolvents,finewire,abrasivesand contactcleaners clearsamplelinesbyflushing,rodded,orsteamedtopreventbuildupof processmaterial verifycalibrationofdevicesandrecalibrateifnecessarybeforereturnto service
Subtask B6.03
NL yes NS yes
Diagnosesprocessanalyzers.
KeyCompetencies B6.03.01 B6.03.02 B6.03.03 selectandusediagnostictoolsandequipmentsuchasmultimeter,computers andsoftware,internaldiagnosticsandhandheldconfigurator performinspectiontodetecterrorssuchasleaks,misalignment,physical damageandfaultyelectricalconnections checkfunctionofprocessanalyzertoisolateproblemssuchasdirtyoptics, faultysensorsandinadequatepower 29
B6.03.04 B6.03.05 B6.03.06
selectandusesuppliessuchasreferencesamplesandcleaningsupplies cleancomponentssuchassensorsandopticspriortodiagnosis determineprobablerootcauseandlocationoffaults
Subtask B6.04
NL yes NS yes
Repairsprocessanalyzers.
KeyCompetencies B6.04.01 B6.04.02 B6.04.03 B6.04.04 B6.04.05 selectandusetoolsandequipment replacecomponentssuchaschoppermotor,lightsources,sensorsandsensor boards cleancomponentssuchassensorsandinternaltubing rebuilddevicessuchasregulatorsandsolenoids repairsamplingsystemfaultssuchaspluggedsamplinglines,faulty solenoids,filters,valvesandregulators
30
Task7
Context
Installsandservicesflowcomputingdevices.
Flowcomputingdevicesarestandalonesystemsorareintegralwithin measuringdevices,SCADAorcontrolsystems.Theybringinmultiple inputsandusethesetoperformcalculationsthatcompensatefor variablessuchastemperatureandpressurewhencalculatingmassor actualflow.Therearesomedevicesthathavemanyconfiguration parameterssuchasproductcompositionandprimaryflowelement specifications. Instrumentationandcontroltechniciansmustbeabletoinstall, maintain,diagnoseandrepairflowcomputingdevicestoprovide accurateflowmeasurementswhereahigherdegreeofaccuracyis required.Maintainsincludesroutinepreventativemaintenance activities.
RequiredKnowledge K1 K2 K3 K4 K5 K6 K7 K8 K9 K10 typesandapplicationsofflowcomputingdevices operationaltheoryofflowcomputingdevices operatingparameters requiredinstallationconditionssuchasambienttemperatureandlocation pressureandtemperaturecalibrationinstrumentssuchaspressure calibrators,multimetersandcomputersoftware accuracyandrepeatabilitylimitationsofflowcomputingdevices calibrationmethodsasrequiredbytheflowcomputingdevices accuracyofcalibrationinstruments requiredconfigurationparametersofflowcomputingdevicesasrequiredby applicationandindustrystandards repair/replacementmethods
31
Subtask B7.01
NL yes NS yes
Installsflowcomputingdevices.
KeyCompetencies B7.01.01 B7.01.02 selectandusetoolsandequipmentaccordingtotypeofdevice selectflowcomputingdevicesaccordingtoprocessapplications, environmentalconditions,companystandardsandmanufacturers specifications selectmountinglocationandhardwareaccordingtoindustrystandardsand manufacturersspecifications terminatewiringtoflowcomputingdevicesfrommeasuringdevice(s) accordingtomanufacturersspecifications configureflowcomputingdevicesaccordingtomanufacturersinstructions, applicationand/ordatasheets calibrateflowcomputingdevicesaccordingtomanufacturersinstructions, processrequirementsand/ordatasheets verifyoperationofflowcomputingdeviceswithinspecifiedparametersby usingtestequipmentandprocedures backupanddocumentconfigurationsettingsforfuturedatarecovery
B7.01.03 B7.01.04 B7.01.05 B7.01.06 B7.01.07 B7.01.08
32
Subtask B7.02
NL yes NS yes
Maintainsflowcomputingdevices.
KeyCompetencies B7.02.01 calibrateflowcomputingdevicesduringroutinemaintenanceaccordingto manufacturersinstructions,regulatoryrequirements,processrequirements and/ordatasheets upgradesoftwareandfirmwareasrequiredtoavoidobsolescenceandmake surethatvaluesareconsistentwithcurrentstandards followmanufacturersrecommendedmaintenancepracticesandschedules documentconfigurationsandcalibrationstocomplywithregulatory requirementsandtofacilitatemaintenanceactivities
B7.02.02 B7.02.03 B7.02.04
Subtask B7.03
NL yes NS yes
Diagnosesflowcomputingdevices.
KeyCompetencies B7.03.01 B7.03.02 B7.03.03 B7.03.04 selectandusediagnostictoolsandequipmentsuchasmultimeter,computers andsoftware,internaldiagnostictoolsandhandheldconfigurator performinspectiontodetecterrorssuchasfaultyelectricalconnectionsand incorrectreadings checkfunctionofflowcomputingdevicetoidentifyproblemssuchaslossof powerandcommunication determineprobablerootcauseandlocationoffaults
33
Subtask B7.04
NL yes NS yes
Repairsflowcomputingdevices.
KeyCompetencies B7.04.01 B7.04.02 B7.04.03 selectandusetoolsandequipment replacecomponentssuchascircuitboards,powersuppliesanddisplays confirmrestoredconfigurations
34
BLOCK C
Trends
SAFETY AND SECURITY SYSTEMS AND DEVICES

Duetosafetyawareness,thereisanincreaseintheuseofpersonal, propertyandenvironmentalprotectionequipmentaswellassecurity systems. Safetysystems:gas(infrared,electrochemicalcellsandcatalyticbead), flame(ultravioletandinfrared),heat(thermalpencilsandheatsensors), smoke(ionicandparticledetectors),spilldetectionandwaterquality. Personalprotectiondevices:portablegasdetectors,radiationbadges Securitysystems:intruderalerts,remotemonitoring,cameras,motion sensors,accesssystems.
Related Components (include,butnot limitedto)
Toolsand Equipment SeeAppendixA. Specializedequipment:carriergases,standardsamples,software,leak detectors.
Task8
Context
Installsandservicessafetysystemsanddevices.
Safetysystemsanddevicesareusedtodetectandreacttohazardssuch asgasleaks,firesandspills.Reactionsmayrangefromalarmstoplant shutdownsandevacuations.Theproperinstallation,calibrationand maintenanceofthesesystemsareimperativetothesafetyofplant, personnelandenvironment.
RequiredKnowledge K1 K2 K3 K4 K5 K6 K7 typesofgasdetectionequipmentsuchasinfraredandelectrolytic typesofflamedetectionequipmentsuchasultraviolet,infraredandmagnetic typesofheatdetectionequipmentsuchasthermalpencilsandheatsensors typesofsmokedetectionequipmentsuchasionicandparticledetectors typesofleakdetectionequipmentsuchasoilinwaterandoilonwater typesofemissionmonitoringequipmentforconditionssuchaseffluentpH, stackemissions,turbidityofwater hazardousgasessuchaschlorine,H2Sandphosgene 35
K8 K9 K10 K11 K12 K13 K14 K15 K16 K17 K18
typesofpersonalprotectiondevicessuchasportablegasdetectors,breathing airsystemsandradiationbadges acceptablelimitsaccordingtocodesforconditionssuchasoxygenlevels,H2S levels,radiationlevelsandwaterquality shutdownprocedures,actionsandimplications calibrationinstrumentssuchasmultimetersandconfigurationsoftware requiredcalibratingparametersofsafetysystems maintenancematerialssuchastestgasandfilters accuracylimitationsofsafetysystems calibrationmethodsasrequiredbythesafetysystems interactionofsafetysystemtoprocess maintenanceroutines safetysystemoperation
Subtask C8.01
NL yes NS yes
Installssafetysystemsanddevices.
PE yes NB yes QC ND ON no MB yes SK yes AB yes BC yes NT NV YT NV NU NV
KeyCompetencies C8.01.01 C8.01.02 C8.01.03 C8.01.04 C8.01.05 C8.01.06 C8.01.07 C8.01.08 C8.01.09 C8.01.10 36 identifyhazardoremissiontobedetected determinelocationforthedetectionsystemanddevicesaccordingto manufacturersinstructionsandindustrystandardsandcodes selectandusetoolsandequipment selectsafetysystemforprocessapplications,industrystandardsandcodes selectmountinghardwareforthesystemanddevices mountdeviceaccordingtomanufacturersinstructionsandindustry standardsandcodes configuresystemaccordingtocodesandmanufacturersspecifications selectandusestandardsamplestoverifysystemanddevices verifyoperationofsafetysystemsanddeviceswithinspecifiedparametersby usingtestequipmentandprocedures backupanddocumentconfigurationsettingsforfuturedatarecovery
Subtask C8.02
NL yes NS yes
Maintainssafetysystemsanddevices.
KeyCompetencies C8.02.01 C8.02.02 C8.02.03 selecttestequipmentandmaterialsuchasUV/IRsourcetestgas,filterand smokegeneratortoverifyprotectionsystemordevice verifysystemsaccordingtojurisdictionalregulationsandmanufacturers specificationsforproperoperation verifyPPEaccordingtojurisdictionalregulationsandmanufacturers specificationsforproperoperationusingmethodssuchasbumptestingand calibratingportablegasdetectors calibratesafetysystemsanddevicesaccordingtomanufacturersinstructions, processrequirementsand/ordatasheets
C8.02.04
Subtask C8.03
NL yes NS yes
Diagnosessafetysystemsanddevices.
KeyCompetencies C8.03.01 C8.03.02 C8.03.03 C8.03.04 selecttestequipmentandmaterialssuchasgas,smokegenerator,multimeter andcolorimeter determinecomponentstobereplaced identifyprobablerootcauseandlocationoffaults determinestepsrequiredtorepairfault
37
Subtask C8.04
NL yes NS yes
Repairssafetysystemsanddevices.
KeyCompetencies C8.04.01 C8.04.02 C8.04.03 selectandusetoolsandequipmentsuchasmultimeter,testgasandsmoke generator selectreplacementcomponentsrequiredaccordingtocodesand manufacturersspecifications replacefaultycomponents
Task9
Context
Installsandservicessecuritysystems.(NOTCOMMONCORE)
Securitysystemsareusedtomonitorandalarmsecurityconditions suchasintruderalerts.Theproperinstallationandmaintenanceofthese systemsareimperativetothesafetyoffacilitiesandpersonnel.
RequiredKnowledge K1 K2 K3 K4 typesofsecuritysystemssuchasvideoandcardreaders securitysystemoperation installationandmaintenancerequirementssuchasambienttemperature, locationandenvironmentalconditions communicationnetworks
38
Subtask C9.01
NL yes NS no
Installssecuritysystems.(NOTCOMMONCORE)
PE no NB yes QC ND ON no MB yes SK no AB no BC yes NT NV YT NV NU NV
KeyCompetencies C9.01.01 C9.01.02 C9.01.03 C9.01.04 C9.01.05 C9.01.06 C9.01.07 C9.01.08 selecttypeofsecuritysystemsuchasclosedcircuitTV(CCTV)andintrusion alarm determinelocationforsecuritysystemaccordingtoenvironmental conditions,ambienttemperature,companystandardsandlegislations selectandusetoolsandequipment selectmountinghardwareforsystemanddevices mountandconnectsystemcomponentsaccordingtomanufacturers specificationsandcompanystandards configuresystemaccordingtomanufacturersspecificationsandcompany standards verifyoperationofsecuritysystemwithinspecifiedparametersbyusingtest equipmentandprocedures backupanddocumentconfigurationsettingsforfuturedatarecovery
Subtask C9.02
NL yes NS no
Maintainssecuritysystems.(NOTCOMMONCORE)
PE no NB yes QC ND ON yes MB yes SK no AB no BC yes NT NV YT NV NU NV
KeyCompetencies C9.02.01 C9.02.02 C9.02.03 conductinspectionofsystemcomponents verifysystemoperation cleansecuritysystemcomponentssuchascameralensesandcovers
39
Subtask C9.03
NL yes NS no
Diagnosessecuritysystems.(NOTCOMMONCORE)
PE yes NB yes QC ND ON yes MB yes SK no AB no BC yes NT NV YT NV NU NV
KeyCompetencies C9.03.01 C9.03.02 C9.03.03 C9.03.04 selectandusetoolsandequipmentsuchasmultimeterandhandheld camera/monitor selectandusediagnosticsoftwaretodeterminesystemfaults identifyprobablerootcauseandlocationoffaults determinestepsrequiredtorepairfaults
Subtask C9.04
NL yes NS no
Repairssecuritysystems.(NOTCOMMONCORE)
PE yes NB yes QC ND ON yes MB yes SK no AB no BC yes NT NV YT NV NU NV
KeyCompetencies C9.04.01 C9.04.02 C9.04.03 selectandusetoolsandequipmentsuchasmultimeterandhandheld camera/monitor selectreplacementcomponentsrequiredaccordingtomanufacturers specifications replacefaultycomponentsanddevices
40
BLOCK D
Trends
HYDRAULIC, PNEUMATIC AND ELECTRICAL SYSTEMS

Becauseofatrendtoreduceemissions,devicesaremoreenergy efficient.Assuch,thereisamoveawayfromusingnaturalgasasa mediumforpneumaticsourceofpower. Environmentalconcernsareresultinginadecreaseintheuseof hydraulicsystemsaroundsensitiveareassuchaswatertoprevent potentialcontamination. Industryisstillmovingawayfromcomponentrepairtoboard replacement.
Related Components (include,butnot limitedto) Hydraulicequipment:hydraulicfluidsandfilters,pumps,control valves,regulators,safetyvalves. Pneumaticequipment:airdryers,conditioningcomponents(filter assemblies,volumeboosters),compressors,regulators,safetyvalves. Electricalequipment:alternatingcurrent/directcurrent(AC/DC)power supplies,uninterruptiblepowersupplies(UPS),circuitboards, transformers. Toolsand Equipment SeeAppendixA.
Task10
Context
Installsandserviceshydraulicequipment.
Hydraulicequipmentisusedtosupplyenergyandtocontrol equipmentandprocessesthroughtheuseofliquids.Hydraulic equipmentisusedforhigherpressureapplications.Instrumentation andcontroltechniciansinstallandmaintainhydraulicequipment.
RequiredKnowledge K1 K2 K3 hydraulictheories,specificationsandhazards typesofhydraulicequipment,componentsanddevicessuchaspumps,filters andregulators temperatureratingsfortypesofhydraulicoilssuchassyntheticand conventional 41
K4 K5 K6
hydraulicequipmentoperation repair/replacementmethods cleanlinessstandardsrequiredforhydraulicsystems
Subtask D10.01
NL yes NS yes
Installshydraulicequipment.(NOTCOMMONCORE)
PE no NB yes QC ND ON no MB no SK yes AB no BC yes NT NV YT NV NU NV
KeyCompetencies D10.01.01 D10.01.02 D10.01.03 D10.01.04 D10.01.05 D10.01.06 determinesystemrequirementssuchaspressure,volumeandstorage selectcomponentsaccordingtosystemrequirements selectandusetoolsandequipment determinelocationofsystemequipmentaccordingtomanufacturers recommendationsandcompanystandards connectsystemcomponentssuchassolenoids,accumulators,servovalves, motorsandpumps verifyoperationofhydraulicequipmentwithinspecifiedparametersby usingtestequipmentandprocedures
Subtask D10.02
NL yes NS yes
Maintainshydraulicequipment.
PE no NB yes QC ND ON yes MB yes SK yes AB yes BC yes NT NV YT NV NU NV
KeyCompetencies D10.02.01 D10.02.02 D10.02.03 selectandusetoolsandequipmentsuchasinfraredthermometer,pressure gaugeandvibrationmeter inspectsystemaccordingtospecificationsandmaintenanceschedulefor conditionssuchasleaks,fluidlevelsandvibrations verifysystemoperatingparameterssuchaspressureandtemperature
42
D10.02.04 D10.02.05
collecthydraulicfluidsforsamplingaccordingtomaintenanceschedule topupfluidlevelsandchangefiltersaccordingtomaintenanceschedule
Subtask D10.03
NL yes NS yes
Diagnoseshydraulicequipment.
KeyCompetencies D10.03.01 D10.03.02 D10.03.03 selectandusediagnostictoolsandequipmentsuchastemperaturesensor, pressuregaugeandvibrationmeter identifyprobablerootcauseandlocationoffaults determinestepsrequiredtorepairfaults
Subtask D10.04
NL yes NS yes
Repairshydraulicequipment.
KeyCompetencies D10.04.01 D10.04.02 D10.04.03 D10.04.04 D10.04.05 selectandusetoolsandequipment selectreplacementcomponentsrequiredaccordingtosystemspecifications andapplications repairfaultysystemcomponentsaccordingtojobprocedureand manufacturersrecommendations installreplacementcomponentsaccordingtosystemspecificationsand applications cleandirtycomponentssuchasservovalvesandreliefvalves
43
Task11
Context
Installsandservicespneumaticequipment.
Pneumaticequipmentisusedtosupplyenergyandtocontrol equipmentandprocessesthroughtheuseofvariouscompressedgases. Instrumentationandcontroltechniciansinstallandmaintainpneumatic equipment.
RequiredKnowledge K1 K2 K3 K4 K5 K6 pneumatictheories,specificationsandhazards typesofpneumaticequipment,componentsanddevicessuchascompressors, airdryers,safetyvalvesandregulators compressedgasqualitiessuchasdewpoint,presenceofparticulatesandoil contamination pneumaticequipmentoperation repair/replacementmethods combustiblegasesandventingpractices
Subtask D11.01
NL yes NS yes
Installspneumaticequipment.
KeyCompetencies D11.01.01 D11.01.02 D11.01.03 D11.01.04 D11.01.05 D11.01.06 D11.01.07 44 determinesystemrequirementssuchaspressure,volumeandstorage selectcomponentsaccordingtosystemrequirements selectandusetoolsandequipment determinelocationofsystemequipmentaccordingtomanufacturers recommendationsandcompanystandards connectsystemcomponentssuchasregulators,separatorsandtubing calibratepneumaticequipmentsuchaspressureswitches,regulatorsand gauges verifyoperationofpneumaticequipmentwithinspecifiedparametersby usingtestequipmentandprocedures
Subtask D11.02
NL yes NS yes
Maintainspneumaticequipment.
KeyCompetencies D11.02.01 D11.02.02 D11.02.03 D11.02.04 selectandusetoolsandequipmentsuchasinfraredthermometer,pressure gauge,dewpointtesterandultrasonicleakdetector inspectandtestsystemaccordingtospecificationsandmaintenanceschedule forconditionssuchasleaks,fluidlevelsanddewpoint verifysystemoperatingparameterssuchaspressureanddewpoint changesystemcomponentsandmaterialssuchasfiltersanddesiccant
Subtask D11.03
NL yes NS yes
Diagnosespneumaticequipment.
KeyCompetencies D11.03.01 D11.03.02 D11.03.03 selectandusetoolsandequipmentsuchastemperaturesensor,pressure gaugeandmultimeter identifyprobablerootcauseandlocationoffaults determinestepsrequiredtorepairfaults
45
Subtask D11.04
NL yes NS yes
Repairspneumaticequipment.
KeyCompetencies D11.04.01 D11.04.02 D11.04.03 D11.04.04 selectandusetoolsandequipment selectreplacementcomponentsrequiredaccordingtosystemspecifications andapplications removefaultysystemcomponentsaccordingtojobprocedureand manufacturersrecommendations installreplacementcomponentsaccordingtosystemspecificationsand applications
Task12
Context
Installsandserviceselectricalequipment.
Electricalequipmentisusedtosupplyenergyandtocontrolequipment andprocessesthroughtheuseofelectricity.Instrumentationand controltechniciansinstallandmaintainelectricalequipment.Theywork onelectricalequipmentdirectlyrelatedtoprocesscontrolandoftenin conjunctionwithelectriciansonelectricalpowersupplyequipment. Maintainsincludesroutinepreventativemaintenanceactivities.
RequiredKnowledge K1 K2 K3 K4 K5 K6 K7 electricaltheories,powerquality,specificationsandhazards typesofelectricalequipmentsuchasAC/DCpowersuppliesandUPS electricalequipmentoperation repair/replacementmethods hazardouslocations CECandjurisdictionalregulations typesofbatteriesandassociatedhazards
46
Subtask D12.01
NL yes NS yes
Installselectricalequipment.
KeyCompetencies D12.01.01 D12.01.02 D12.01.03 D12.01.04 D12.01.05 D12.01.06 determinesystemrequirementssuchasvoltage,currentandpower selectcomponentsaccordingtojurisdictionalregulations,system requirementsandcompanystandards selecttoolsandequipment determinelocationofsystemequipmentaccordingtojurisdictional regulations,systemrequirementsandcompanystandards connectsystemcomponentssuchaspowersupplies,batteriesandfuses verifyoperationofelectricalequipmentwithinspecifiedparametersbyusing testequipmentandprocedures
Subtask D12.02
NL yes NS yes
Maintainselectricalequipment.
KeyCompetencies D12.02.01 D12.02.02 D12.02.03 D12.02.04 selectandusetoolsandequipmentsuchasmultimeter,oscilloscopeand clamponammeter inspectsystemandcomponentsaccordingtospecificationsandmaintenance scheduleforconditionssuchasundervoltageandovercurrent verifysystemoperatingparameterssuchasvoltageandcurrent performroutinebatterymaintenanceactivitiessuchascheckingvoltagelevel, fluidlevelandterminalcorrosion
47
Subtask D12.03
NL yes NS yes
Diagnoseselectricalequipment.
KeyCompetencies D12.03.01 D12.03.02 D12.03.03 D12.03.04 D12.03.05 selectandusetoolsandequipmentsuchasmultimeter,hydrometer, oscilloscopeandclamponammeter usediagnosticsoftware performbatteryloadtesttoindicateconditionsofthe batteryperformance identifyprobablerootcauseandlocationoffaults determinestepsrequiredtorepairfault
Subtask D12.04
NL yes NS yes
Repairselectricalequipment.
KeyCompetencies D12.04.01 D12.04.02 selectandusetoolsandequipmentsuchasmultimeter,oscilloscopeand clamponammeter selectreplacementcomponentssuchasfuses,batteries,relayscables, accordingtosystemspecifications,manufacturersspecificationsand applications removefaultysystemcomponentsaccordingtojobprocedureand manufacturersrecommendations installreplacementcomponentsaccordingtosystemspecificationsand applications
D12.04.03 D12.04.04
48
BLOCK E
Trends
FINAL CONTROL DEVICES

Thereisanincreaseintheuseofvariablespeeddrivesformotor control.Smartpositionersarereplacingpneumaticpositioners.Thereis anincreaseduseofdiagnosticsoftwaretodetermineandfacilitate maintenance. Valves:pinch,globe,plug,gateball,butterfly,vball. Actuators(pneumatic,hydraulic,electric):cylinders,diaphragms, springs,motors. Positioners(pneumatic,electric/electronic):levers,nozzles,flappers, diaphragms,feedbacklinkages,I/Ptransducers,bellows. Variablespeeddrives(VSDs) Othercomponents:tubing,fittings,wiring.
Related Components (include,butnot limitedto)
Toolsand Equipment SeeAppendixA.
Task13
Context
Installsandservicesvalves.
Valves,inconjunctionwithactuatorsandpositioners,manipulatethe processmedium.Valvesmustbecorrectlyinstalledandmaintainedto ensuresystemefficiency,optimumproductionandsafetyofoperations andequipment.Maintenanceofvalvesincludesroutineand preventativemaintenance.Diagnosisincludestroubleshootingand locatingdefectssuchasleaksandwear.
RequiredKnowledge K1 K2 K3 K4 K5 K6 typesofvalvessuchasglobe,pinch,plug,gateball,butterflyandvball processequipmentoperationandperformanceexpectations characteristicsandapplicationsofvalves typesandapplicationsofpackingsuchasTeflon,graphiteandrope possiblefaultsofvalvessuchasleakingpacking,valvepassinganddamaged parts repairproceduressuchasdisassembly,assemblyandreplacementofparts
49
K7 K8
hazardousprocessapplications processrequirements
Subtask E13.01
NL yes NS yes
Installsvalves.
KeyCompetencies E13.01.01 E13.01.02 E13.01.03 E13.01.04 E13.01.05 E13.01.06 selectvalvetobeinstalledaccordingtoapplicationandmanufacturers specifications selectanduseinstallationtoolsandequipmentaccordingtoapplication requirementsandsizeofvalve selectandinstallgasketmaterialandmountinghardwareaccordingto application mountvalveusingmethodssuchasbolting,weldingflangingandthreading orientatevalveaccordingtomanufacturersspecificationsinordertoprevent prematurevalvefailureandensureproperfunction commissionsystemtoverifyoperationwithinspecifiedparametersbyusing testequipmentandprocedures
Subtask E13.02
NL yes NS yes
Maintainsvalves.
KeyCompetencies E13.02.01 E13.02.02 E13.02.03 inspectvalvesaccordingtospecificationsandmaintenanceschedulefor conditionssuchaspackingleaksanddryshafts lubricatevalvestems,bushingsandbearingsaccordingtomanufacturers specifications verifyvalveassemblystrokessmoothlythroughouttravel
50
E13.02.04 E13.02.05
ensuretightshutoffifrequired recordinformationsuchasvalvestroke,wearandoverallcondition
Subtask E13.03
NL yes NS yes
Diagnosesvalves.
KeyCompetencies E13.03.01 E13.03.02 E13.03.03 E13.03.04 selectandusediagnostictoolsandequipmentsuchasvalvediagnostic software,dialgaugeandpressuregauge interpretvalvesignaturefromdiagnosticsoftwaretoassessconditionssuch asseatloadandstickingvalves identifyprobablerootcauseandlocationoffaultinvalveassembly determinestepsrequiredtorepairfault
Subtask E13.04
NL yes NS yes
Repairsvalves.
KeyCompetencies E13.04.01 E13.04.02 E13.04.03 E13.04.04 selectandusetoolsandequipmentsuchaspackingpullersandseatpullers disassemblevalveaccordingtojobprocedureandmanufacturers recommendations selectreplacementpartssuchascage,plugandseataccordingtovalve specificationsandapplications reassemblethevalveaccordingtojobprocedureandmanufacturers recommendations
51
Task14
Context
Installsandservicesactuators.
Actuatorsadjustthepositionofvalves.Instrumentationandcontrol techniciansinstallandmaintaintheactuatorstoensureproper operationofvalves.
RequiredKnowledge K1 K2 K3 K4 K5 K6 K7 K8 K9 typesofactuatorssuchaspneumatic,hydraulicandelectric applicationsofactuatorssuchasfailopenandfailclose actuatoractionssuchasspringreturn,doubleactingandrotary manufacturersinstallationspecifications actuatorcomponentssuchasdiaphragms,plates,couplings,springs,bushings andorings possiblefaultsofactuatorssuchasleakingdiaphragms,brokenspringsand damagedorwornorings operatingenvironment processrequirements hazardousprocessapplications
Subtask E14.01
NL yes NS yes
Installsactuators.
KeyCompetencies E14.01.01 E14.01.02 E14.01.03 E14.01.04 E14.01.05 selectactuatortobeinstalledaccordingtoapplicationandmanufacturers specifications selectanduseinstallationtoolsandequipmentaccordingtoapplication requirementsandsizeofactuator selectmountinghardwareaccordingtoapplicationandmanufacturers specifications orientateandmountactuatoraccordingtomanufacturersspecifications connectandterminateactuatorusingmethodssuchaswiring,tubingand boltingaccordingtoapplicationrequirements
52
E14.01.06 E14.01.07
benchsetactuatortoovercomestaticprocesspressureandensureseatload checkactuatortoverifyoperationwithinspecifiedparametersbyusingtest equipmentandprocedures
Subtask E14.02
NL yes NS yes
Maintainsactuators.
KeyCompetencies E14.02.01 E14.02.02 E14.02.03 E14.02.04 inspectactuatoraccordingtospecificationsandmaintenanceschedulefor conditionssuchasdamageddiaphragmsandoringseals lubricateactuatorstems,bushingsandbearingsaccordingtomanufacturers specifications verifythattheassemblystrokessmoothlythroughouttravel recordinformationsuchasvalvestroke,wearandoverallcondition
Subtask E14.03
NL yes NS yes
Diagnosesactuators.
KeyCompetencies E14.03.01 E14.03.02 E14.03.03 E14.03.04 selectandusediagnostictoolsandequipmentsuchasdiagnosticsoftware, dialgaugeandpressuregauge interpretactuatortraveltoassessfaultssuchasfaultyspringsandlimits identifyprobablerootcauseandlocationoffaultinactuatorassembly determinestepsrequiredtorepairfault
53
Subtask E14.04
NL yes NS yes
Repairsactuators.
KeyCompetencies E14.04.01 E14.04.02 E14.04.03 E14.04.04 selectandusetoolsandequipmentsuchasspringcompressorandsealpuller disassembleactuatoraccordingtojobprocedureandmanufacturers specifications selectreplacementpartsrequiredaccordingtoactuatorspecificationsand applications reassembleactuatorwithreplacementcomponentssuchasorings, diaphragmsandpistonsaccordingtojobprocedureandmanufacturers specifications
Task15
Context
Installsandservicespositioners.
Positionersareusedfortheprecisepositioningofactuatorsand equipment.Theymustbeproperlyinstalled,calibratedandmaintained toensuresystemefficiencyandreliability.
RequiredKnowledge K1 K2 K3 K4 K5 typesofpositioners positionercomponentssuchaslevers,nozzles,flappers,diaphragms, feedbackdevices,I/Ptransducersandbellows auxiliariessuchaspositionswitchesandboosters positionerparameters diagnosticsoftware
54
Subtask E15.01
NL yes NS yes
Installspositioners.
KeyCompetencies E15.01.01 E15.01.02 E15.01.03 E15.01.04 E15.01.05 E15.01.06 E15.01.07 E15.01.08 selectpositionertobeinstalledaccordingtoapplicationandmanufacturers specifications selectanduseinstallationtoolsandequipmentaccordingtoapplication requirements selectmountinghardwareaccordingtoapplication orientateandmountpositionertoactuatoraccordingtomanufacturers specifications connectandterminatepositionerusingmethodssuchaswiring,tubingand boltingaccordingtoapplicationrequirements configureandcalibratepositioneraccordingtospecifications checkpositionertoverifyoperationwithinspecifiedparametersbyusingtest equipmentandprocedures backupanddocumentconfigurationsettingsforfuturedatarecovery
Subtask E15.02
NL yes NS yes
Maintainspositioners.
KeyCompetencies E15.02.01 E15.02.02 E15.02.03 E15.02.04 55 inspectpositioneraccordingtospecificationsandmaintenanceschedulefor conditionssuchasairleaksandfeedbackfaults lubricateandcleanpositionercomponentsaccordingtomanufacturers specifications verifythattheassemblystrokessmoothlyanddoesnotoscillatethroughout travel recordinformationsuchasvalvestroke,wearandoverallcondition
Subtask E15.03
NL yes NS yes
Diagnosespositioners.
KeyCompetencies E15.03.01 E15.03.02 E15.03.03 E15.03.04 selectandusediagnostictoolsandequipmentsuchasdiagnosticsoftware, dialgaugeandpressuregauge verifypositioneroperationtoassessfaultssuchasfaultyspringsandlimits identifyprobablerootcauseandlocationoffaultinpositionerassembly determinestepsrequiredtorepairfault
Subtask E15.04
NL yes NS yes
Repairspositioners.
KeyCompetencies E15.04.01 E15.04.02 E15.04.03 E15.04.04 selectandusetoolsandequipmentsuchasconfiguratorandloopcalibrator disassemblepositioneraccordingtojobprocedureandmanufacturers specifications selectreplacementpartsrequiredaccordingtopositionerspecificationsand applications reassemblepositionerwithreplacementcomponentssuchasorings, I/Ptransducerandfeedbackdeviceaccordingtojobprocedureand manufacturersrecommendations
56
Task16
Context
Servicesvariablespeeddrives(VSDs).
Variablespeeddrivesareusedfortheprecisecontrolofelectricmotors. Forthepurposeofthisanalysis,VSDsincludevariablefrequencydrives (VFD).Instrumentationandcontroltechniciansinstall,configureand maintainVSDstoensuresystemefficiencyandreliability.Installationis oftendoneinconjunctionwithindustrialelectricians.
RequiredKnowledge K1 K2 K3 K4 typesofVSDssuchasVFDsandDCdrives VSDparametersandapplicationssuchaspowerrequirements,amperage, limitations,andinputandoutputdevices VSDconfigurationsandinterfaces diagnosticfeaturesofVSDssuchasfaultcodes,errorcodes
Subtask E16.01
NL yes NS no
InstallsVSDs.(NOTCOMMONCORE)
PE yes NB yes QC ND ON no MB no SK yes AB yes BC no NT NV YT NV NU NV
KeyCompetencies E16.01.01 E16.01.02 E16.01.03 E16.01.04 E16.01.05 E16.01.06 E16.01.07 selectandusetoolsandequipmentsuchascomputer,softwareand configurator selectVSDaccordingtocompanystandardsandmanufacturers specifications selectmountinglocationandhardwareaccordingtoindustrystandardsand manufacturersspecifications terminatewiringtoVSDsaccordingtomanufacturersspecifications configureandcalibrateVSDsaccordingtomanufacturersinstructions, applicationand/ordatasheets backupanddocumentconfigurationsettingsforfuturedatarecovery verifyoperationofVSDwithinspecifiedparametersbyusingtestequipment andprocedures
57
Subtask E16.02
NL yes NS yes
MaintainsVSDs.
PE yes NB yes QC ND ON no MB yes SK yes AB yes BC no NT NV YT NV NU NV
KeyCompetencies E16.02.01 E16.02.02 E16.02.03 E16.02.04 E16.02.05 E16.02.06 selectandusetoolsandequipmentsuchasmultimeter,computerandloop calibrator inspectVSDsforabnormalconditionssuchascontaminationandexcessive heat verifytheinputsandoutputs upgradesoftwareandfirmwareasrequiredtoavoidobsolescenceandmake surethatvaluesareconsistentwithcurrentstandards followandmodify(asrequired)manufacturersrecommendedmaintenance practicesandschedules documentconfigurationsandcalibrationstofacilitatemaintenanceactivities andfordatarecovery
Subtask E16.03
NL yes NS yes
DiagnosesVSDs.
PE yes NB yes QC ND ON no MB yes SK yes AB yes BC yes NT NV YT NV NU NV
KeyCompetencies E16.03.01 E16.03.02 E16.03.03 E16.03.04 selectandusetoolsandequipmentsuchascomputer,multimeterand configurator interpretVSDfaultcodesandindicatorlightstoidentifyconditionssuchas overcurrent,undervoltageandgroundfaults identifyprobablerootcauseandlocationoffaultinVSD determinestepsrequiredtorepairfault
58
Subtask E16.04
NL yes NS no
RepairsVSDs.(NOTCOMMONCORE)
PE yes NB yes QC ND ON no MB yes SK yes AB yes BC no NT NV YT NV NU NV
KeyCompetencies E16.04.01 E16.04.02 E16.04.03 selectandusetoolsandequipmentsuchascomputer,softwareand configurator selectreplacementpartsrequiredaccordingtoVSDspecificationsand applications replacedefectivecomponentsaccordingtojobprocedureandmanufacturers recommendations
59
BLOCK F
Trends
COMMUNICATION SYSTEMS AND DEVICES

CommunicationnetworkssuchasEthernetandprofibusarebecoming moreprominent. Wirelesscommunicationbetweendevicesisanemergingtechnology forindustrialapplications. Thereisatrendtohavinggreaterfunctionalitybuiltintothe transmittersandthecontrolsystems,resultinginfewerstandalone signalconverters. Theuseofobjectlinkingandembedding(OLE)forprocesscontrol (OPC)isincreasing,becomingastandardandeliminatingtheneedfor protocolconverters.
Related Components (include,butnot limitedto) Networkandsignaltransmissionsystems:panels,modems,fibreoptic cable,tubing,filters,chips,cards,taps,softwareandfirmware,multiple voltagecabinets,wirelesstransmissiontowers,antennas. Signalconverters(digitaltoanalog(D/A),analogtodigital(A/D), currenttopneumatic,pneumatictoelectrical,currenttransformers, potentialtransformers,voltagetopneumatic):wiring,tubing, connections,chips,cards,software,firmware. Dataconvertersandgateways:computerwithnetworkcards, proprietarydevices. Toolsand Equipment SeeAppendixA.
60
Task17
Context
Installsandservicesnetworkandsignaltransmissionsystems.
Networkandsignaltransmissionsystemstransferprocessinformation anddatabetweennodesandequipmentthatincludeelectronic, wireless,pneumaticorhydraulic.
RequiredKnowledge K1 K2 K3 K4 K5 K6 K7 K8 K9 K10 K11 K12 K13 K14 K15 typesofsignaltransmissionsystemssuchasfibreoptics,tubing,wiringand wireless communicationprotocolssuchasMODBUS,TransportControl Protocol/InternetProtocol(TCP/IP)andHART wiringstandardssuchasRS232,RS422/485andethernet connectionmethods tubingmethods potentialcausesofinterference standards,codesandlicences featuresandlimitationsofprotocolsandprogramminglanguages groundingmethods groundloops addressingmethodsandcomponents requiredwirelesssignalstrengthandsettings foundationFieldbusesandProfibuses securityofcommunicationsystemsanddevices ISO9000and14000
61
Subtask F17.01
NL yes NS yes
Installsnetworkandsignaltransmissionsystems.
KeyCompetencies F17.01.01 F17.01.02 F17.01.03 F17.01.04 F17.01.05 selectsystemcomponentssuchasswitches,repeatersandwiringaccording toapplicationandenvironment selectanduseinstallationtoolsandequipmentsuchascabletesterandwire labeller selectlocationsforcomponentssuchasantennas,switchesandrouters mountandconnectcomponentssuchasrepeaters,fibreopticcableand wiring verifyoperationofsystemswithinspecifiedparametersbytestingsignal strengthandthroughput,andcheckingerrorcounters
Subtask F17.02
NL yes NS yes
Configuresnetworkandsignaltransmissionsystems.
KeyCompetencies F17.02.01 F17.02.02 F17.02.03 selectandusetoolsandequipmentsuchascomputersoftwareandhardware setaddressingandportparametersaccordingtocompanystandardsand documentation backupanddocumentconfigurationsettingsforfuturedatarecovery
62
Subtask F17.03
NL yes NS yes
Maintainsnetworkandsignaltransmissionsystems.
KeyCompetencies F17.03.01 F17.03.02 checkconnectionsoncablingandtubing selectandusesoftwaretocheckerrorlogs,signalstrengthandcounter readings
Subtask F17.04
NL yes NS yes
Diagnosesnetworkandsignaltransmissionsystems.
KeyCompetencies F17.04.01 F17.04.02 F17.04.03 F17.04.04 F17.04.05 F17.04.06 selectandusediagnostictoolsandequipmentsuchasclamponcurrent metersandmultimeters performinspectiontodetecterrorssuchasleaks,physicaldamageandfaulty connections checkstatuslightstoidentifyabnormaloperation verifyconfigurationtoensurenocorruptionexists identifyprobablerootcauseandlocationoffaults checkconnectionsoncablingandtubing
63
Subtask F17.05
NL yes NS yes
Repairsnetworkandsignaltransmissionsystems.
KeyCompetencies F17.05.01 F17.05.02 F17.05.03 F17.05.04 replacecomponentssuchasrepeatersandpowersupplies confirmconfigurations restoresystemscommunication cleanconnectionsonfibreopticconnectors
Task18
Context
Installsandservicessignalconverters.
Signalconvertersconvertoneformofprocessinformationtoanother thatwillbeunderstoodbytheprocesscontrolsystem.Forexample, theymayconvertA/Dsignals.Theyalsomayconvertatypeof controlledmeasurableenergytoanother,suchaselectricalto pneumatic.Instrumentationandcontroltechniciansinstall,calibrate andmaintainthesedevices.
RequiredKnowledge K1 K2 K3 K4 K5 K 6 K7 K8 K9 K10 K11 64 typesofsignalconverterssuchasD/A,A/Dandcurrenttopneumatic wiring,tubing,andconnectionsmethods potentialcausesofinterference standardsandcodes featuresandlimitationsofsignalconverterssuchasaccuracyand repeatability groundingmethods configurationmethods signalconvertersthatrequirecalibration calibrationinstrumentssuchasmultimetersandsoftware calibrationmethodsandparameters impactofcalibrationonprocess
Subtask F18.01
NL yes NS yes
Installssignalconverters.
KeyCompetencies F18.01.01 F18.01.02 F18.01.03 F18.01.04 F18.01.05 F18.01.06 F18.01.07 F18.01.08 F18.01.09 selectanduseinstallationtoolsandequipment selectsignalconverteraccordingtorequiredfunctionalityandenvironment mountsignalconvertersaccordingtocompanystandardsandmanufacturers specifications selectwiringand/ortubingaccordingtoapplicationrequirements terminatewiringand/ortubingaccordingtocompanystandardsand manufacturersspecifications configuresignalconvertertoprocessrequirementsaccordingto manufacturersinstructions calibratesignalconvertertorequiredspecifications commissionsystemtoverifyoperationwithinspecifiedparametersbyusing testequipmentandprocedures backupanddocumentconfigurationsettingsforfuturedatarecovery
Subtask F18.02
NL yes NS yes
Maintainssignalconverters.
KeyCompetencies F18.02.01 F18.02.02 F18.02.03 F18.02.04 65 performinspectiontodetectabnormalitiessuchasleaks,looseconnections andcorrosion performfunctioncheckofsignalconverterstoconfirmproperoperation followmanufacturersrecommendedmaintenancepractices cleandevicestoremovecontamination
Subtask F18.03
NL yes NS yes
Diagnosessignalconverters.
KeyCompetencies F18.03.01 F18.03.02 F18.03.03 F18.03.04 F18.03.05 selectandusediagnostictoolsandequipmentsuchasmultimeterand pressurecalibrator performinspectiontodetecterrorssuchasleaks,physicaldamageandfaulty connections checkfunctionofconverterstoisolateproblemssuchaspluggedrelayand inadequatepower checkswitchconfigurationandadjustments identifyprobablerootcauseandlocationoffaults
Subtask F18.04
NL yes NS yes
Repairssignalconverters.
KeyCompetencies F18.04.01 F18.04.02 F18.04.03 replacesignalconvertersorcomponentssuchaspneumaticrelaysand modules clearpluggedorifices repairleaksusingmethodssuchastighteningfittingsandreplacinggaskets
66
Task19
Context
Installsandservicesdataconvertersandgateways.
Dataconvertersandnetworkgatewaysconvertandbufferprocess informationbetweentwodevicesorsystems.Theyaretypicallyused wherealargeamountofinformationisexchanged.Instrumentationand controltechniciansinstall,configure,maintain,diagnoseandrepair thesesystems.
RequiredKnowledge K1 K2 K3 K4 K5 typesofcommunicationmediasuchasfibreopticsandcabling typesofnetwork,protocolandaddressingstructures typesofdataconvertersandnetworkgateways programmingsuchasdatastructureandformatofbothsystems limitationsofnetworkgatewaysandconnectedsystemssuchasmemorysize andtransmissionspeed
Subtask F19.01
NL yes NS yes
Installsdataconvertersandnetworkgateways.
KeyCompetencies F19.01.01 F19.01.02 F19.01.03 F19.01.04 connectdataconvertersandnetworkgatewaysaccordingtocompany standardsanddevicelimitations selectdataconvertersandnetworkgatewaysaccordingtoapplication requirements selectmountinglocation,mountandconnectdataconvertersandgateways accordingtocompanystandardsanddevicelimitations selectcablingaccordingtoapplicationrequirements
67
Subtask F19.02
NL yes NS yes
Configuresdataconvertersandnetworkgateways.
KeyCompetencies F19.02.01 F19.02.02 F19.02.03 selectandusetoolsandequipmentsuchascomputersoftwareandhardware setprotocols,addressingandportparametersaccordingtocompany standardsanddocumentation,andmanufacturersspecifications backupanddocumentconfigurationsettingsforfuturedatarecovery
Subtask F19.03
NL yes NS yes
Maintainsdataconvertersandnetworkgateways.
KeyCompetencies F19.03.01 F19.03.02 checkindicatinglightsanderrorcounterstoensurebasicnetworkgateway operation performinspectiontodetectabnormalitiessuchasheatbuildup,humidity andcontamination
68
Subtask F19.04
NL yes NS yes
Diagnosesdataconvertersandnetworkgateways.
KeyCompetencies F19.04.01 F19.04.02 F19.04.03 F19.04.04 F19.04.05 F19.04.06 selectandusediagnostictoolsandequipmentsuchasprotocolanalyzersand computersoftware checkindicatinglights verifyconfiguration compareasampleofdatavaluesbetweensystems determineresponsetimeofdatatransfertoidentifyabnormalities identifyprobablerootcauseandlocationoffaults
Subtask F19.05
NL yes NS yes
Repairsdataconvertersandnetworkgateways.
KeyCompetencies F19.05.01 F19.05.02 F19.05.03 selectandusetoolsandequipmentsuchascomputerandsoftware replacedataconvertersandnetworkgatewaysorcomponentssuchas modulesandcircuitboards restoreandverifycorrectconfiguration
69
BLOCK G
Trends
CONTROL SYSTEMS AND PROCESS CONTROL

Ascommunicationmethodshaveevolved,theavailabledatatothe controlsystemhasincreased.Thisincreasecancausealarmsaturation which,inturn,isdrivingtheneedforevaluationandprioritizationof alarms. Softwaredesignofprocesscontrolstrategiesisatrendthatisgaining popularity. ProgrammableLogicControllers(PLCs)canincludeProcessSafety Systems(PSS)thatprovideincreasedredundancyanddiagnosticsto coverSafetyIntegrityLevel(SIL)drivenfunctionalities.PLCsare increasinglycapableofDCSfunctionalityandviceversa. Becauseofincreasedavailabilityandlowercosts,PLCsarealsobeing utilizedforsmallercontrolapplications.Duetotheincreaseddiversity ofavailablePLCproducts,companystandardizationofhardwareand configurationsisbecominganincreasedpriority. DCSsarebecomingmorecapableofdoingSCADAfunctionssuchas increaseddataacquisition.DCSsystemsarebecomingmorepowerful andabletodomoreadvancedtrendingandmodeling.DCSshave becomesmallerandnetworkedwithmultipleprocessorsnetworkedto acentralprocessor. SCADAsystemsarebecomingmoreintegratedintothemeasuringand controldevices,becominglessofastandalonecomponent. Withtheimprovementsincomputertechnology,HMIsareincreasingly capableofadvancedprogramming,monitoringandtrending.
Related Components (include,butnot limitedto) Software,hardware,graphicinterfaces,advancedcontrolcomponents, servers,UPS,communicationnetworksandcomponents,printers, faxes,automatedpagingsystemsandemergencyalarmpanels. Hardwarecontrollers,softwarecontrollers,measurementdevices,final controldevices,associatedprocessequipment(suchascompressors, boilers,pumps,mills). SCADA:modems,wirelesscomponents(radios,satellite,microwave), PLC,DCS,RemoteTerminalUnit(RTU),servers,computerequipment, alarmpanels. Toolsand Equipment SeeAppendixA.
70
Task20
Context
Establishesprocesscontrolstrategies.
Processcontrolstrategiesareemployedandselectedtomaintainand controltheperformanceoftheprocess.Instrumentationandcontrol techniciansdetermineandoptimizethesestrategies.
RequiredKnowledge K1 K2 K3 K4 K5 K6 K7 K8 K9 K10 K11 K12 K13 K14 K15 processcontrolstrategiessuchasfeedforward/back,cascadeandratio controllerfunctionssuchasdirect/reverseaction,auto/manualandsplitrange mathematicalequationsemployedbystrategiessuchasProportional,Integral andDerivative(PID) processtobecontrolled controlequipmentcharacteristicsandlimitations processcontrolstrategylimitations manufacturersequipmentrequirements processrequirements configurationsoftware manufacturersrecommendedconfigurationroutines processspecificcontrolstrategies interactionofotherprocesses failuremodes multivariablecontrolprocesses tagdescriptorsandaddressing
Subtask G20.01
NL yes NS yes
Determinesprocesscontrolstrategy.
KeyCompetencies G20.01.01 G20.01.02 G20.01.03 determineprocesstobecontrolled,itsrequirementsandlimitations determinecontrol,processandmanipulatedvariablesbasedonprocess requirements determineapplicablecontrolstrategysuchascascade,selectiveandratio 71
G20.01.04 G20.01.05 G20.01.06
developloopdiagramasbasisforimplementation determinecontrolleractionsuchasforwardandreverse determinecontrollermodesuchasPIandPID
Subtask G20.02
NL yes NS yes
Optimizesprocesscontrol.
KeyCompetencies G20.02.01 G20.02.02 G20.02.03 G20.02.04 G20.02.05 G20.02.06 G20.02.07 G20.02.08 initiateprocesscontrolstrategyforanalysis evaluatestrategysabilitytocontroltheprocess initiateachangeintheprocesstoobservehowtheprocesscontrolreactsto thechange gatherprocessdatatoevaluateprocessstabilityandreactions analyzedataandobservationstodeterminetheeffectivenessofthestrategy recognizecontrolandprocesslimitations tuneprocessaccordingtoanalysisofthedataandobservations utilizetuningsoftwaretoobtainrecommendedsettings
Task21
Context
Installsandservicesstandalonecontrollers(SACs).
SACssuchaselectronicorpneumaticcontrollers,employcontrol strategies.Theyusuallycontrolaspecificportionofprocessorasingle loopratherthananentiresystemorplant.Theymaybeconfiguredto receiveremotesetpoints.
RequiredKnowledge K1 K2 K3 K4 K5 typesofSACssuchaspneumatic,electronicanddigital controllerfunctionssuchasdirect/reverseaction,auto/manualandsplitrange typesofinputsandoutputssuchaspneumaticandelectronic connectionmethods operationtheory 72
K6 K7 K8 K9 K10 K11 K12 K13 K14 K15
operatingparameters installationconditionssuchasextremeambienttemperature,cleanlinessand contamination configurationtechniques configurationtoolssuchashandheldprogrammersandsoftware controlparametersandprocesslimitations calibrationtechniquesappliedtospecificcontrolstrategies calibrationtoolssuchaspneumatictestequipment,handheldprogrammers andsoftware desiredprocesscontrolandprocesscontrolstrategy manufacturersmaintenancerecommendations tagdescriptorsandaddressing
Subtask G21.01
NL yes NS yes
InstallsSACs.
KeyCompetencies G21.01.01 G21.01.02 G21.01.03 G21.01.04 G21.01.05 selectcontrolleraccordingtoapplication,controlstrategyandsignal requirements determinemountingrequirementsandlocations selectanduseinstallationtoolsandequipment connectwiringortubingtocontrolleraccordingtoschematicsand manufacturersrecommendations calibrateinputs/outputs(electronicandpneumatic)toverifyreadingsand controlsaccordingtomanufacturersandloopspecifications
73
Subtask G21.02
NL yes NS yes
ConfiguresSACs.
KeyCompetencies G21.02.01 G21.02.02 G21.02.03 G21.02.04 G21.02.05 selectandusetools,equipmentandsoftwareforconfigurationaccordingto manufacturersrecommendations developcontrollerconfigurationbyinterpretingprocesscontrolstrategy implementconfiguration verifycontrollertodetermineifcontrollerconfigurationcontrolstheprocess accordingtooperationalrequirements backupanddocumentconfiguration,settingsandtuningparametersfor futuredatarecovery
Subtask G21.03
NL yes NS yes
MaintainsSACs.
KeyCompetencies G21.03.01 G21.03.02 G21.03.03 G21.03.04 G21.03.05 G21.03.06 G21.03.07 selectandusetools,equipmentandsoftware selectrequiredmaintenancematerialssuchasfiltersandrestrictors isolatecontrollerfromprocess performcontrolleralignmentaccordingtomanufacturersrecommendations upgradesoftwareandfirmware returncontrollertoservice backupanddocumentupgradesforfuturedatarecovery
74
Subtask G21.04
NL yes NS yes
DiagnosesSACs.
KeyCompetencies G21.04.01 G21.04.02 G21.04.03 G21.04.04 G21.04.05 selectandusediagnostictools,equipmentandsoftware verifyoperationandfunctionofSACs reviewsettingssuchasconfigurationinput,modeandsetpoint,toassessthe processcontrol identifydeviationsfromnormaloperatingparameterswithinprocess identifyprobablerootcauseandlocationoffaults
Subtask G21.05
NL yes NS yes
RepairsSACs.
KeyCompetencies G21.05.01 G21.05.02 G21.05.03 G21.05.04 G21.05.05 G21.05.06 selectanduserepairtools,equipmentandsoftware selectreplacementpartsaccordingtocontrollerspecificationsand applications disassembleSACsaccordingtojobproceduresandmanufacturers recommendations replacedefectivepartssuchascards,chips,flappers,nozzlesandrelays assembleSACsaccordingtojobprocedureandmanufacturers recommendations makerequiredadjustments
75
Task22
Context
Installsandservicesprogrammablelogiccontrollers(PLCs).
PLCsemploycontrolstrategiesandusercreatedprogramstocontrol multipleloopsandsystems.Thesecanbeusedindividuallyor networkedwithothercontrolsystemstooperateequipmentand facilitiesefficientlyandsafely.
RequiredKnowledge K1 K2 K3 K4 K5 K6 K7 K8 K9 K10 K11 K12 K13 K14 K15 K16 K17 K18 K19 K20 K21 K22 K23 K24 K25 K26 typesofPLCssuppliedbyvariousmanufacturersandthedifferencesintheir architectureandcapabilities programmingsoftwareandversioncompatibility languagessuchasladder,functionblock,sequentialfunctionchartandscript typesofcomponentssuchaspowersupply,processor,memoryandI/O groundingmethods digital,discreteandanalogsignals compatibilitywithotherprocesscontrolsystems communicationnetworksandprotocols installationconditionssuchasheat,cleanlinessandcontamination manufacturersspecificationsandrecommendations associatedsoftwaresuchaswordprocessors,spreadsheetsanddatabases tagdescriptorsandaddressing configurationparameters programmingstandards alarmpriorities accessandsecuritylevels licensingandservicecontractrequirements controlledprocess interactionwithprocess effectsofmaintenanceactionsorerrors communicationsystemsusedbyPLCs maintenancepractices softwareandhardwarelimitations obsolescenceissues servicebulletinsandalerts causeandeffectsofforcingandbypassingI/Os
76
K27 K28
datatypessuchasbinary,integerandfloatingpoint hotstandbyandredundancyapplications
Subtask G22.01
NL yes NS yes
InstallsPLCs.
KeyCompetencies G22.01.01 G22.01.02 G22.01.03 G22.01.04 G22.01.05 determinePLCtobeinstalledaccordingtoengineeringspecifications, application,controlstrategyandcompanystandards confirminstallationdetailsofPLC selectanduseinstallationtoolsandequipment mountracksandadditionalequipmentaccordingtodrawingsandcommon practices connectwiringandnetworktoPLCaccordingtoschematics,manufacturers specificationsandcompanystandards
Subtask G22.02
NL yes NS yes
ConfiguresPLCs.
KeyCompetencies G22.02.01 G22.02.02 G22.02.03 G22.02.04 G22.02.05 G22.02.06 selectandusetools,equipmentandsoftwareaccordingtomanufacturers recommendationsandcompanystandards inputdatabyuploadinganddownloadingPLCprograms updatefirmware createandvalidatePLCconfigurationaccordingtocardandracklayout programPLC,includingcomments,accordingtoprocesscontrolstrategyand companystandards configureexternalcommunicationwithothersystemsanddevices
77
G22.02.07 G22.02.08
verifyconfigurationandprogrammingtodetermineifPLCcontrolsthe processaccordingtooperationalrequirements backanddocumentprogramming,configuration,settingsandparametersfor futuredatarecovery
Subtask G22.03
NL yes NS yes
MaintainsPLCs.
KeyCompetencies G22.03.01 G22.03.02 G22.03.03 G22.03.04 selectandusemaintenancetools,equipmentandsoftware reviewscantimes,codesandlogstoidentifyproblem performinspectionbycheckingindicatinglightsverifyingenvironmental conditionssuchastemperatureandcleanliness performregularmaintenancesuchasreplacingbackupbatteriesand cleaningfansandfilters
Subtask G22.04
NL yes NS yes
DiagnosesPLCs.
KeyCompetencies G22.04.01 G22.04.02 G22.04.03 G22.04.04 G22.04.05 G22.04.06 G22.04.07 78 usediagnostictoolsandsoftware investigatesymptomsandconditionscausingtheproblem reviewerrorcodes,logsandstatuslightstoisolateproblem performdiagnosticproceduressuchasforcingI/O,settingtrapsandcounters checkPLCprogrammingandconfiguration interpretselfdiagnosticandalarmindicators identifyprobablerootcauseandlocationoffaults
Subtask G22.05
NL yes NS yes
RepairsPLCs.
KeyCompetencies G22.05.01 G22.05.02 G22.05.03 G22.05.04 G22.05.05 selectandusediagnostictoolsandsoftware replacedefectivecomponentssuchascards,racksandpowersupplies restoreprogramandconfigurationfrombackup correctPLCprogramandconfigurationerrors backupanddocumentPLCprogramandconfigurationforfuturedata recovery
Task23
Context
Installsandservicesdistributedcontrolsystems(DCSs).
DCSsemploycontrolstrategiesandusercreatedprogramstocontrol multipleloopsandsystems.Theyusuallyincorporatetheirown operatorinterfacefunctionalityorgraphicaluserstation.DCSsare specificallydesignedtohavetheirownremoteI/Odrops.
RequiredKnowledge K1 K 2 K3 K4 K5 K6 K7 K8 K9 K10 K11 typesofDCSs,theirarchitectureandtheircapabilities languagessuchasfunctionblockandscript typesofcomponentssuchaspowersupply,server,processor,memoryand I/O cablingandgroundingmethods digital,discreteandanalogsignals compatibilitywithotherprocesscontrolsystems communicationnetworksandprotocols installationconditionssuchasheat,cleanlinessandcontamination manufacturersspecificationsandrecommendations DCSprogramsandassociatedsoftwaresuchaswordprocessors,spreadsheets anddatabases tagdescriptorsandaddressing 79
K12 K13 K14 K15 K16 K17 K18 K19 K20 K21 K22 K23
configurationparameters programmingconsistencyissues alarmpriorities accessandsecuritylevels licensingandservicecontractrequirements manufacturersmaintenancerecommendations controlledprocess interactionwithprocess effectsofmaintenanceactionsorerrors softwareandhardwarelimitations servicebulletinsandalerts causeandeffectsofforcing,disablingandbypassingI/Os
Subtask G23.01
NL yes NS yes
InstallsDCSs.
KeyCompetencies G23.01.01 confirminstallationdetailsofDCScomponentssuchascabinets,operator stationsandserversaccordingtoengineeringspecificationsandcompany standards selectanduseinstallationtoolsandequipment placecabinets,monitorsandoperatorstationsaccordingtodrawingsand companyrequirements selectandinstallDCScomponentssuchasI/Ocardsandpowersupplies connectwiringandnetworktoDCSaccordingtoschematics,manufacturers recommendationsandcompanystandards
G23.01.02 G23.01.03 G23.01.04 G23.01.05
80
Subtask G23.02
NL yes NS yes
ConfiguresDCSs.
KeyCompetencies G23.02.01 G23.02.02 G23.02.03 G23.02.04 G23.02.05 G23.02.06 G23.02.07 G23.02.08 selectandusetools,equipmentandsoftwareforconfigurationaccordingto manufacturersrecommendationsandcompanystandards updateoperatingsoftwareifrequired createandvalidateDCSconfigurationaccordingtorackandcabinetlayout programDCS,includingcommentsanddisplays,accordingtoprocess controlstrategyandcompanystandards configureexternalcommunicationwithothersystemsanddevices backupandrestoreconfigurations verifythattheDCSconfigurationandprogrammingcontrolstheprocess accordingtooperationalrequirements backupanddocumentconfiguration,settingsandparametersforfuturedata recovery
Subtask G23.03
NL yes NS yes
MaintainsDCSs.
KeyCompetencies G23.03.01 G23.03.02 G23.03.03 G23.03.04 G23.03.05 selectandusemaintenancetools,equipmentandsoftware reviewscantimes,codesandlogstoidentifyproblems performinspectionbycheckingindicatinglights checkenvironmentalconditionssuchasambienttemperatureandcleanliness performregularmaintenancesuchascleaningfansandfilters,andreplacing backupbatteriesaccordingtomanufacturersmaintenancescheduleand companystandards backupanddocumentDCSprogramandserversforfuturedatarecovery
G23.03.06
81
Subtask G23.04
NL yes NS yes
DiagnosesDCSs.
KeyCompetencies G23.04.01 G23.04.02 G23.04.03 G23.04.04 G23.04.05 G23.04.06 G23.04.07 selectandusediagnostictoolsandsoftware checkDCSoperationstoidentifynetworkandcommunicationproblems reviewscantimes,errorcodes,logsandstatuslightstoidentifyproblems performdiagnosticproceduressuchasforcingI/O,settingtrapsandcounters checkpowersupplyforpropervoltagelevel runandinterpretselfdiagnosticandalarmindicators identifyprobablerootcauseandlocationoffaults
Subtask G23.05
NL yes NS yes
RepairsDCSs.
KeyCompetencies G23.05.01 G23.05.02 G23.05.03 selectanduserepairtoolsandsoftware replacecomponentssuchascards,racks,communicationcomponentsand powersupplies correctDCSprogramandconfigurationerrors
82
Task24
Context
InstallsandservicesSupervisoryControlandData Acquisition(SCADA)systems.
SCADAsystemsaredatatransmissionandacquisitionsystemsfor remotecontrolandmonitoringofequipmentandfacilities.Theycanbe usedforlocalcontrolapplicationssuchasremoteshutdownsand startupsofplantequipment.Theymayhavetheaddedabilitytostore, measure,trendandmanipulatedataforreportingpurposes.
RequiredKnowledge K1 K2 K3 K4 K5 K6 K7 K8 K9 K10 K11 K12 K13 K14 K15 K16 K17 K18 K19 K20 K21 K22 typesofSCADAprotocolsandconfigurations SCADAtheory SCADAequipmentsuchasRTUs,PLCs,HMIs,DCSs,communication systemsandinterconnectionmedia wirelessSCADAsystemcomponentssuchassatellite,radioandmicrowave serversfordataacquisitionandstorage connectionmethodssuchashardwiredandwireless potentialcausesofinterference standards,codesandlicences alarmpriorities featuresandlimitationsofprotocolsandprogramminglanguages groundingmethods configurationmethods networklayout addressingmethodsandcomponents locationselectionforwirelesstransmissiontowersandantennas communicationprotocolssuchasMODBUS,ProfibusandTCP/IP SCADAprocessesandsysteminteractions requiredwirelesssignalstrengthandsettings timesynchronizationandtimestamping configurationlicensing interactionofcompletesystem tagdescriptorsandaddressing
83
Subtask G24.01
NL yes NS yes
InstallsSCADAsystems.
KeyCompetencies G24.01.01 G24.01.02 G24.01.03 G24.01.04 G24.01.05 G24.01.06 identifySCADAequipmentaccordingtoengineeringspecifications, application,controlstrategyandcompanystandards confirminstallationdetailsofSCADAequipment selectanduseinstallationtoolsandequipment mountSCADAcomponentsaccordingtodrawingsandcommonpractices terminatewiringandnetworktoSCADAequipmentaccordingtoschematics, manufacturersrecommendationsandcompanystandards mountandtestwirelesstransmissiontowers
Subtask G24.02
NL yes NS yes
ConfiguresSCADAsystems.
KeyCompetencies G24.02.01 G24.02.02 G24.02.03 G24.02.04 G24.02.05 G24.02.06 G24.02.07 G24.02.08 G24.02.09 84 selectandusetools,equipmentandsoftwareforconfigurationaccordingto manufacturersrecommendationsandcompanystandards createandvalidateSCADAconfiguration,includingcomments,accordingto applicationandcompanystandards uploadanddownloadSCADAconfigurations/database updatesoftwareandfirmwareasrequired configureexternalcommunicationwithothersystemsanddevices backupandrestoreconfigurationstoensurefuturerecovery determineifSCADAconfigurationandprogrammingmonitorsand/or controlstheprocessaccordingtooperationalrequirements documentconfiguration,settingsandparameters avoidinterferencewithothersystemsandprocesses
Subtask G24.03
NL yes NS yes
MaintainsSCADAsystems.
KeyCompetencies G24.03.01 G24.03.02 G24.03.03 G24.03.04 G24.03.05 G24.03.06 selectandusemaintenancetools,equipmentandsoftware manipulateprocesstoallowformaintenance reviewscantimes,andpossibleerrorcodesandlogs performinspection,checkingindicatinglightsandverifyingenvironmental conditionssuchasambienttemperatureandcleanliness followmanufacturersregularmaintenanceschedulesuchasreplacingback upbatteries cleanSCADAcomponentssuchassolarpanelsandsatellitedishes
Subtask G24.04
NL yes NS yes
DiagnosesSCADAsystems.
KeyCompetencies G24.04.01 G24.04.02 G24.04.03 G24.04.04 G24.04.05 G24.04.06 G24.04.07 G24.04.08 selectandusediagnostictoolsandsoftware identifyinstallationproblemsanddeficiencies reviewerrorcodes,logsandstatuslightstoisolateproblem usediagnosticproceduressuchasforcingI/Oandsettingtrapsandcounters checkpowersourceforpropervoltagelevel runandinterpretselfdiagnosticandalarmindicators testwirelesssignalstrength identifyprobablerootcauseandlocationoffaults
85
Subtask G24.05
NL yes NS yes
RepairsSCADAsystems.
KeyCompetencies G24.05.01 G24.05.02 G24.05.03 G24.05.04 selectanduserepairtoolsandsoftware replacecomponentssuchasI/Omodules,serversandpowersupplies restoreconfigurationfrombackup correctfaultyorchangedlogic
Task25
Context
Installsandserviceshumanmachineinterfaces(HMIs).
HMIsinterfacewiththecontrollingdevicessuchasPLC,DCSand SCADAinordertoallowmonitoringandcontrollingoftheprocess throughgraphicaldisplays.HMIsoftenhavetheabilitytoprovide trending,alarmsummariesandhistoricaldatacollection.
RequiredKnowledge K1 K2 K3 K4 K5 K6 K7 K8 K9 K10 K11 K12 K13 typesofHMIsoftwareandhardware,designandcapabilities digital,discreteandanalogsignals compatibilitywithotherprocesscontrolsystems communicationnetworksandprotocols installationconditionssuchasheat,cleanlinessandcontamination software/hardwaremanufacturersspecificationsandrecommendations HMIprogramsandassociatedsoftwaresuchaswordprocessors, spreadsheetsanddatabases tagdescriptorsandaddressing configurationparameters programmingconsistencyissues alarmpriorities read/writeissues accessandsecuritylevels 86
K14 K15 K16 K17 K18
controlledprocess interactionwithPLCorDCSsystems effectsofmaintenanceactionsorerrors softwarelimitations licensingandservicecontractrequirements
Subtask G25.01
NL yes NS yes
InstallsHMIs.
KeyCompetencies G25.01.01 G25.01.02 G25.01.03 G25.01.04 G25.01.05 determineHMIaccordingtoengineeringspecifications,application,control strategyandcompanystandards confirminstallationdetailsofHMI selectanduseinstallationtoolsandequipment mountHMIcomponentsaccordingtodrawingsandcommonpractices connectcablingandnetworktoHMIaccordingtoschematics,manufacturers recommendationsandcompanystandards
Subtask G25.02
NL yes NS yes
ConfiguresHMIs.
KeyCompetencies G25.02.01 G25.02.02 G25.02.03 G25.02.04 G25.02.05 selectandusetools,equipmentandsoftwareforconfigurationaccordingto manufacturersrecommendationsandcompanystandards updatesoftwareandfirmware createandvalidateHMIconfiguration,includinginformationsuchas depictionofprocesscontrolstrategyandequipmentstatuses configureexternalcommunicationwithothersystemsanddevices backupandrestoreconfigurations 87
G25.02.06 G25.02.07 G25.02.08
verifythattheHMIconfigurationandprogramminginterfaceswiththe processvariables commissiontodetermineifHMIconfigurationandprogrammingcontrols theprocessaccordingtooperationalrequirements backupanddocumentHMIconfiguration,settingsandparametersforfuture datarecovery
Subtask G25.03
NL yes NS yes
MaintainsHMIs.
KeyCompetencies G25.03.01 G25.03.02 G25.03.03 G25.03.04 G25.03.05 G25.03.06 selectandusemaintenancetools,equipmentandsoftware reviewstatuslights,scantimes,codesandlogstoidentifyproblems performinspection,checkingindicatinglightsandverifyingenvironmental conditionssuchasambienttemperatureandcleanliness cleandefectivecomponentssuchasfans,filtersandscreens followmanufacturersregularmaintenanceschedule backupanddocumentHMIprogramandconfigurationforfuturedata recovery
Subtask G25.04
NL yes NS yes
DiagnosesHMIs.
KeyCompetencies G25.04.01 G25.04.02 G25.04.03 usediagnostictoolsandsoftware reviewscantimes,codes,logsandstatuslightstoisolateproblem performdiagnosticproceduressuchasforcingI/Oandmanipulatingprocess variables
88
G25.04.04 G25.04.05
checkpowersourcetoconfirmquality identifyprobablerootcauseandlocationoffaults
Subtask G25.05
NL yes NS yes
RepairsHMIs.
KeyCompetencies G25.05.01 G25.05.02 G25.05.03 G25.05.04 selectanduserepairtoolsandsoftware replacecomponentssuchasdisplays,hardware,softwareandoperating system correctHMIprogramandconfigurationerrors backupanddocumentHMIprogramandconfigurationforfuturedata recovery
89
APPENDICES
APPENDIX A
TOOLS AND EQUIPMENT

HandTools
calipers(assorted) desolderingtool diagonalcutters drillbits easyouts(extractors) feelergauges flaringtools flashlight fusepuller gasketcutter gaugepointerpuller greasegun hammers(assorted) handfiles(assorted) hexkeys(Imperial/Metric) hexalobularwrench(Torx) I/CIntegratedcircuitextractor knives knockoutpunches level magnet measuringtape micrometers(assorted) mirrors nutdrivers(assorted) packingpuller
pipethreader pliers(assorted) prybar punches(assorted) reamers rubbermallet saws(assorted) screwstarters screwdrivers(assorted) scribers sockets(Imperial/Metric) square steelrule strapwrenches tapanddieset torch torquewrench tubebenders tubecutters tweezers wirebrushes wirecrimpers wirecutters wirestrippers wrenches(assorted)
PowerTools aircompressor bandsaw cutoffsaw drillpress grinders hammerdrill heatgun highpressuregreasegun hydraulicpress impactwrench jigsaw pipethreader pneumatictools portableelectricdrill portablegenerator powderactuatedtools pressureandvacuumpumps reciprocatingsaw sandblaster solderingiron wirelabeler 93
ElectronicToolsandTestEquipment ampprobe analogmultimeter analoguesignatureanalyzer analyzers barometer breakoutbox bridges calibratedoven capacitancesimulators computer(laptopordesktopandPDA) currenttracer deadweighttester decaderesistancebox dewpointtesters(assorted) digitallogicprobe digitalmultimeter dryblockcalibrator frequencycounter frequencygenerator groundingmats handheldprogrammer(configurators) hydrometer infraredcameras infraredthermometers labscales laserstrengthmeter lightmicroscopes logicclip loopcalibrator/simulator manometerandstandards microwaveleakagemeter millivoltmetercalibrator mobilephones/pagers/twowayradio nullbalancestrainindicator oscilloscope pHsimulator/buffers pneumaticteststand portablesoundlevelmeter pressurepump proximityvoltagetester powersupply pressurecalibrator protocolanalyzers radiationmeters regulators RPMtester/tachometer RTD(resistivethermaldevice) thermocouplecalibrator signalgenerators signatureanalyzer slingpsychrometer stroboscope temperaturebath testgases testgauges thermometer transistorchecker ultrasonicstraponflowmeter vacuumpumps variabletransformer vibrationtable(wobbulator) wirelesssignalstrengthtester wristgroundstrap
Access,WorkHoldingEquipmentandLiftingandHoistingEquipment buckettruck Cclamps chainfall comealong crane(overhead,portable) forklift hoistbasket 94 ladders portablecart prefabricatedscaffold scissorlift selfpoweredelevatedworkplatform slings vises(assorted)
PPEandSafetyEquipment apron caplamps coveralls(regular,disposableandfireproof) earprotection(muffsandplugs) eyewashbottle faceshield fallarrestharness fireextinguishers firstaidkit flameretardantclothing gloves hardhat lowvoltagegloves mask(assorted) personaldosimeter personalmonitor(gas) radiationsurveymetre radiometer respirators rubberboots rubbersuits safetyboots safetyglasses safetylanyards safetylines selfcontainedbreathingapparatus goggles suppliedairhood wintergear
95
APPENDIX B
actuator adapter
GLOSSARY
acontrolledhardwaredeviceusedtoimplementchangeinaprocess adeviceusedtomakeelectricalormechanicalconnectionsbetweenitems notoriginallyintendedforusetogether adevicethatenablesaninputsignaltocontrolpowerfromasource independentofthesignalandthusbecapableofdeliveringanoutputthat bearssomerelationshipto,andisgenerallygreaterthan,theinputsignal anyvariablesignalcontinuousinbothtimeandamplituderatherthanofa pulsedordiscretenature amechanicalelementofgenerallycylindricalshapewithcylindricalwalls containingdeepconvolutions removingapieceofequipmentandtestingitattheshop;astaticsetupas opposedtoadynamicsetup;thistermtypicallyreferstoapreloadorthe amountofpressureforcingvalvesclosedwithnoprocessaffectingit todetermine,bymeasurementorcomparisonwithastandard,thecorrect valueofeachscalereadingonameterorotherdevice atypeofcontrollersetupinwhichtheoutputofonecontrolleractsasthe setpointorcontrollingsignalofanothercontroller tosetupaprogramorcomputersystemforaparticularapplication aspecifictypeofcontrolactionsuchasproportional,integralorderivative measuredvariablesthatcanbemanipulatedbythecontrolsystem,suchas flow,level,pressureandtemperature activitiestodeterminethecauseandsourceoffaultsanddefects exchangingsignalsandinformationbetweensystemcomponentsbymeans ofvoltageorcurrentthatfluctuatebetweentwolevels;thesesignals representbinarynumbersthatareinterpretedasvalues
amplifier
analogsignal
bellows
benchset
calibrate
cascadecontrol
configure controlmode controlvariable
diagnose digitalbus transmission
distributed asystemofdividingplantorprocesscontrolintoseveralareasof controlsystem responsibility,eachmanagedbyitsowncontroller(processor),withthe (DCS) wholeinterconnectedtoformasingleentityusuallybycommunication busesofvariouskinds
96
feedforward anindustrystandardprocesscontrolstrategy,inwhichmathematically predictederrorsarecorrectedbeforetheyoccur atransmissionsystemutilizinghairthinglassfibresthroughwhichlightis transmitted.Informationistransferredbymodulatingthetransmittedlight adigital,twoway,multidropcommunicationlinkamongintelligent measurementandcontroldevices.ItservesasaLocalAreaNetwork (LAN)foradvancedprocesscontrol,remoteinput/outputandhighspeed factoryautomationapplications. acommunicationprotocol firmware software(programsordata)thathasbeenwrittenontoreadonlymemory chips.Firmwareisacombinationofsoftwareandhardware anopenchanneldeviceusedtomeasurelargestflowrates thenumberofcyclescompletedbyaperiodicquantityonaunittime providesdigitalcommunicationtomicroprocessorbased(smart)analog processcontrolinstruments. acommunicationprotocol
fibreoptic
Fieldbus
flume frequency Highway Addressable Remote Transducer (HART)
HumanMachine thegraphicaldisplayandcontrolinterfacebetweenaprocessandahuman Interface operator (HMI) input/output (I/O) allequipmentandactivitythattransfersinformationintooroutofa computer. thetransferofdatabetweenthemainstorageandotherdevices,suchas thetransmitterDCSPLC install activitiesperformedwhichincludemounting,processconnecting(to processandcontrolsystems)andcommissioningequipmentorsystems acollectionofinstrumentsortheirapplicationforthepurposeof observation,measurementorcontrol
instrumentation
Instrumentation, anengineeringsocietythatdevelopsandmaintainsdefinedstandardsfor Systemsand bothscientificandtechnicalareasofprocesscontrolandautomation Automation Society(ISA)
97
interface theplaceatwhichsystems,suchasacomputerandaperipheral,meetand interactwitheachother theenergythatabodypossessesasaresultofitsmotion routinepreventativeactivitiesperformedtoensurereliabilityandtodetect potentialfaults anassemblyofinterconnectedcomponentswhichconstitutesan identifiabledevice,instrumentorpieceofequipmentcanberemoved, testedasaunitandreplacedwithaspare theinterconnectionofdevicessharingacommunicationsprotocol aseriesofactivitiesperformedtomaketheprocessanditscontrolfunction closetoorbetterthanspecification. asignalinput(access)oroutput(egress)point adevicethatproducesoneormorevoltagesfortheoperationofelectronic andlogicdevices. physicalorchemicalchangeofmatterorconversionofenergysuchas changeinpressure,temperature,speed,electricalpotential,etc. acommunicationprotocol alistofinstructionsthatacomputerwillexecutetoperformacertaintask acontroldevice,normallyusedinindustrialcontrolapplicationsthat employsthehardwarearchitectureofacomputerandarelayladder diagramlanguage
kinetic maintain
module
network optimize
port powersupply
process
Profibus program Programmable Logic Controller (PLC) Proportional Integral Derivative (PID) range
proportionalgain,integralactiontimeandderivativeactiontime.PID software,forexample,comparesananaloginputvaluewithasetpointand iftheresadiscrepancyoutputsanappropriateanalogordigitalcontrol value,accordingthePIDcalculations theregionbetweenthelimitswithinwhichaquantityismeasured, receivedortransmitted;expressedbystatingthelowerandupperrange values thequotientofonequantitydividedbyanother adeviceallowingthesetpointtobealteredbyasignalfromaphysical locationawayfromthecontrollernecessaryforcascadeoperation
ratio remote
98
repair activitiesperformedtocorrectfaults;includecleaning,replacing, rebuilding SafetyInstrumentedSystem(SIS)/ProcessSafetySystem(PSS)
SafetyIntegrity Level(SIL) sensingelement signal straingauge
theelementdirectlyresponsivetothevalueofthemeasuredvariable aformofenergythatquantitativelyrepresentsavariable adevicethatusesthechangeofelectricalresistanceofawireunderstrain tomeasureappliedforce acontrolpackageusedtomonitorandcontrolaremoteprocess;also includeshardwaresuchasmodems,telemetry,serversandcontrolsystems
Supervisory Controland Data Acquisition (SCADA) telemetry
transmittingthereadingsofinstrumentstoaremotelocationbymeansof wires,radiowavesorothermeans avolumeofasubstanceheldatconstanttemperature,sothatanobject placedinthermalcontactwithitismaintainedatthesametemperature aperipheraldeviceusedbytheoperatortocommunicatewiththe computerorawireconnection devicesthatconvertheatenergyintoelectricalenergyconsistingoftwo dissimilarmetalstripsfusedtogetheratoneend anelementordevicethatreceivesenergyinoneformandconvertsto anotherform atransducerwhichrespondstoameasuredvariablebymeansofasensing element,andconvertsittoastandardizedtransmissionsignalthatis proportionaltothemeasuredvariable adjustmentofparameterstooptimizeaparticularprocess usedtokeepcriticalequipment,includingcomputers,runningintheevent ofapowerfailure
temperature bath terminal
thermocouple
transducer
transmitter
tuning Uninterruptible PowerSupply (UPS)
99
Variable Frequency Drive(VFD) andVariable SpeedDrive (VSD) weir wireless electronicequipmentthatallowsanelectricmotortoberunatvarying speeds
anengineeredobstructionplacedinanopenchannel notingorpertainingtoanyofvariousdevicesthatareoperatedwithor actuatedbyelectromagneticwaves
100
APPENDIX C

ACRONYMS
A/D CEC CEM CSA D/A DCS HART HMI I/O ISA
AnalogtoDigital CanadianElectricalCode ContinuousEmissionsMonitoring CanadianStandardsAssociation DigitaltoAnalog DistributedControlSystem HighwayAddressableRemoteTransducer HumanMachineInterface input/output InternationalSocietyofAutomationorInstrumentation,Systemsand AutomationSociety OccupationalHealthandSafetyAct OLE(ObjectLinkingEmbedding)ProcessControl OxidationReductionPotential Proportional,Integral,Derivative ProgrammableLogicController PersonalProtectionEquipment ProcessSafetySystems ResistiveThermalDevice RemoteTerminalUnit StandAloneController SupervisoryControlandDataAcquisition SafetyIntegrityLevel
OH&S OPC ORP PID PLC PPE PSS RTD RTU SAC SCADA SIL
101
SIS TCP/IP TDG UPS VFD VSD WHMIS
SafetyInstrumentedSystem TransportControlProtocol/InternetProtocol TransportationofDangerousGoods UninterruptiblePowerSupply VariableFrequencyDrive VariableSpeedDrive WorkplaceHazardousMaterialsInformationSystem
102
APPENDIX D
BLOCKA
BLOCK AND TASK WEIGHTING
OCCUPATIONALSKILLS National Average 6%
NL NS PE NB QC ON MB SK AB BC NT YT NU % 10 9 5 10 ND 5 5 5 5 5 NV NV NV Task1 Organizeswork. NL NS PE NB QC ON MB SK AB BC NT YT NU % 20 50 60 50 ND 50 50 50 40 70 NV NV NV Performsroutinetradeactivities.
49%
Task2
NL NS PE NB QC ON MB SK AB BC NT YT NU % 80 50 40 50 ND 50 50 50 60 30 NV NV NV BLOCKB PROCESSMEASURINGANDINDICATINGDEVICES
51%
NL NS PE NB QC ON MB SK AB BC NT YT NU % 40 23 25 20 ND 25 30 20 35 15 NV NV NV Task3 Installsandservicespressure,temperature,levelandflow measuringandindicatingdevices. NL NS PE NB QC ON MB SK AB BC NT YT NU % 30 40 60 30 ND 48 20 20 50 20 NV NV NV Installsandservicesmotion,speed,positionandvibration measuringandindicatingdevices. NL NS PE NB QC ON MB SK AB BC NT YT NU % 10 15 10 20 ND 20 20 20 10 20 NV NV NV Installsandservicesmass,densityandconsistencymeasuring andindicatingdevices. NL NS PE NB QC ON MB SK AB BC NT YT NU % 20 10 10 20 ND 8 20 20 10 20 NV NV NV 103
National Average 26%
35%
Task4
16%
Task5
15%
Task6 Installsandservicesprocessanalyzers. NL NS PE NB QC ON MB SK AB BC NT YT NU % 30 20 10 15 ND 16 20 20 20 20 NV NV NV Installsandservicesflowcomputingdevices. 15% 19%
Task7
NL NS PE NB QC ON MB SK AB BC NT YT NU % 10 15 10 15 ND 8 20 20 10 20 NV NV NV BLOCKC SAFETYANDSECURITYSYSTEMSANDDEVICES
NL NS PE NB QC ON MB SK AB BC NT YT NU % 5 8 5 10 ND 5 10 10 5 10 NV NV NV Task8 Installsandservicessafetysystemsanddevices. NL NS PE NB QC ON MB SK AB BC NT YT NU % 80 100 90 50 ND 66 60 100 100 65 NV NV NV Installsandservicessecuritysystems.(NOTCOMMONCORE)
National Average 7%
79%
Task9
NL NS PE NB QC ON MB SK AB BC NT YT NU % 20 0 10 50 ND 34 40 0 0 35 NV NV NV BLOCKD HYDRAULIC,PNEUMATICANDELECTRICALSYSTEMS
21%
NL NS PE NB QC ON MB SK AB BC NT YT NU % 5 13 5 15 ND 7 5 15 5 20 NV NV NV Task10 Installsandserviceshydraulicequipment. NL NS PE NB QC ON MB SK AB BC NT YT NU % 15 40 10 50 ND 25 20 25 10 30 NV NV NV Installsandservicespneumaticequipment.
25%
Task11
NL NS PE NB QC ON MB SK AB BC NT YT NU % 70 40 40 20 ND 38 40 50 50 45 NV NV NV
44%
104
Task12 Installsandserviceselectricalequipment. 31%
NL NS PE NB QC ON MB SK AB BC NT YT NU % 15 20 50 30 ND 37 40 25 40 25 NV NV NV BLOCKE FINALCONTROLDEVICES
NL NS PE NB QC ON MB SK AB BC NT YT NU % 20 19 20 20 ND 23 30 20 15 20 NV NV NV Task13 Installsandservicesvalves. NL NS PE NB QC ON MB SK AB BC NT YT NU % 30 28 10 25 ND 22 25 40 35 30 NV NV NV Installsandservicesactuators.
27%
Task14
NL NS PE NB QC ON MB SK AB BC NT YT NU % 30 28 30 25 ND 39 25 20 25 30 NV NV NV Installsandservicespositioners.
28%
Task15
NL NS PE NB QC ON MB SK AB BC NT YT NU % 30 28 30 25 ND 39 25 30 30 30 NV NV NV Servicesvariablespeeddrives(VSD).
30%
Task16
NL NS PE NB QC ON MB SK AB BC NT YT NU % 10 16 30 25 ND 0 25 10 10 10 NV NV NV BLOCKF COMMUNICATIONSYSTEMSANDDEVICES
15%
NL NS PE NB QC ON MB SK AB BC NT YT NU % 5 11 10 10 ND 15 10 15 10 10 NV NV NV Task17 Installsandservicesnetworkandsignaltransmissionsystems. NL NS PE NB QC ON MB SK AB BC NT YT NU % 70 25 35 35 ND 33 33 35 25 30 NV NV NV
36%
105
Task18 Installsandservicessignalconverters. 37% 27%
NL NS PE NB QC ON MB SK AB BC NT YT NU % 20 40 35 35 ND 47 33 45 50 30 NV NV NV Installsandservicesdataconvertersandgateways.
Task19
NL NS PE NB QC ON MB SK AB BC NT YT NU % 10 35 30 30 ND 20 34 20 25 40 NV NV NV BLOCKG CONTROLSYSTEMSANDPROCESSCONTROL
NL NS PE NB QC ON MB SK AB BC NT YT NU % 15 17 30 15 ND 20 10 15 25 20 NV NV NV Task20 Establishesprocesscontrolstrategies. NL NS PE NB QC ON MB SK AB BC NT YT NU % 10 10 5 16 ND 25 20 25 10 20 NV NV NV Installsandservicesstandalonecontrollers(SACs).
15%
Task21
NL NS PE NB QC ON MB SK AB BC NT YT NU % 10 15 20 16 ND 10 10 15 15 20 NV NV NV Installsandservicesprogrammablelogiccontrollers(PLCs).
14%
Task22
NL NS PE NB QC ON MB SK AB BC NT YT NU % 10 20 25 25 ND 25 20 15 30 20 NV NV NV Installsandservicesdistributedcontrolsystems(DCSs).
21%
Task23
26%
106
Task24 InstallsandservicesSupervisoryControlandData Acquisition(SCADA)systems.
NL NS PE NB QC ON MB SK AB BC NT YT NU % 10 20 20 12 ND 5 20 15 10 10 NV NV NV Installsandserviceshumanmachineinterfaces(HMIs).
14%
Task25
10%
107
APPENDIX E

PIE CHART *
G 19% F 11%
A 6% B 26%
E 21%
D 10%
C 7%
TITLESOFBLOCKS BLOCKA BLOCKB BLOCKC BLOCKD OccupationalSkills ProcessMeasuringand IndicatingDevices SafetyandSecuritySystems andDevices Hydraulic,Pneumaticand ElectricalSystems BLOCKE BLOCKF BLOCKG FinalControlDevices CommunicationSystems andDevices ControlSystemsand ProcessControl
*Averagepercentageofthetotalnumberofquestionsonaninterprovincialexamination, assignedtoassesseachblockoftheanalysis,asderivedfromthecollectiveinputfromworkers withintheoccupationfromallareasofCanada.Interprovincialexaminationstypicallyhave from100to150multiplechoicequestions.
108
APPENDIX F
TASK PROFILE CHART INSTRUMENTATION AND CONTROL TECHNICIAN
BLOCKS
TASKS
1.Organizes work.
1.01Uses drawingsand schematics. 1.02Planstasks.
SUBTASKS
1.03Maintains safework environment.
AOCCUPATIONAL SKILLS
2.Performs routinetrade activities.
2.01Usespersonal protective equipment(PPE) andsafety equipment.
2.02Performsde energizing, lockoutandtag outprocedures.
2.03Maintains calibration, configurationand testequipment.
2.04Maintains tools.
2.05Operates materialhandling equipment.
BPROCESS MEASURINGAND INDICATING DEVICES
3.Installsand servicespressure, temperature,level andflow measuringand indicating devices.
3.01Installs pressure, temperature,level andflow measuringand indicatingdevices.
3.02Maintains pressure, temperature,level andflow measuringand indicating devices.
3.03Diagnoses pressure, temperature,level andflow measuringand indicating devices.
3.04Repairs pressure, temperature,level andflow measuringand indicatingdevices.
4.Installsand servicesmotion, speed,position andvibration measuringand indicating devices.
4.01Installs motion,speed, positionand vibration measuringand indicatingdevices.
4.02Maintains motion,speed, positionand vibration measuringand indicating devices.
4.03Diagnoses motion,speed, positionand vibrationmeasuring andindicating devices.
4.04Repairs motion,speed, positionand vibration measuringand indicatingdevices.
5.Installsand servicesmass, densityand consistency measuringand indicating devices.
5.01Installsmass, densityand consistency measuringand indicatingdevices.
5.02Maintains mass,densityand consistency measuringand indicating devices.
5.03Diagnoses mass,densityand consistency measuringand indicating devices.
5.04Repairsmass, densityand consistency measuringand indicatingdevices.
109
BLOCKS
TASKS
6.Installsand servicesprocess analyzers.
6.01Installs processanalyzers. 6.02Maintains processanalyzers.
SUBTASKS
6.03Diagnoses processanalyzers. 6.04Repairs processanalyzers.
7.Installsand servicesflow computing devices.
7.01Installsflow computing devices.
7.02Maintains flowcomputing devices.
7.03Diagnoses flowcomputing devices.
7.04Repairsflow computingdevices.
CSAFETYAND SECURITYSYSTEMS ANDDEVICES
8.Installsand servicessafety systemsand devices.
8.01Installssafety systemsand devices.
8.02Maintains safetysystems anddevices.
8.03Diagnoses safetysystems anddevices.
8.04Repairssafety systemsand devices.
9.Installsand servicessecurity systems.(NOT COMMON CORE)
9.01Installs securitysystems. (NOTCOMMON CORE)
9.02Maintains securitysystems. (NOT COMMON CORE)
9.03Diagnoses securitysystems. (NOTCOMMON CORE)
9.04Repairs securitysystems. (NOTCOMMON CORE)
DHYDRAULIC, PNEUMATIC AND ELECTRICAL SYSTEMS
10.Installsand serviceshydraulic equipment.
10.01Installs hydraulic equipment.(NOT COMMON CORE)
10.02Maintains hydraulic equipment.
10.03Diagnoses hydraulic equipment.
10.04Repairs hydraulic equipment.
11.Installsand services pneumatic equipment.
11.01Installs pneumatic equipment.
11.02Maintains pneumatic equipment.
11.03Diagnoses pneumatic equipment.
11.04Repairs pneumatic equipment.
12.Installsand serviceselectrical equipment.
12.01Installs electrical equipment.
12.02Maintains electrical equipment.
12.03Diagnoses electrical equipment.
12.04Repairs electrical equipment.
EFINALCONTROL DEVICES
13.Installsand servicesvalves.
13.01Installs valves.
13.02Maintains valves.
13.03Diagnoses valves.
13.04Repairs valves.
110
BLOCKS
TASKS
14.Installsand servicesactuators.
14.01Installs actuators. 14.02Maintains actuators.
SUBTASKS
14.03Diagnoses actuators. 14.04Repairs actuators.
15.Installsand services positioners.
15.01Installs positioners.
15.02Maintains positioners.
15.03Diagnoses positioners.
15.04Repairs positioners.
16.Services variablespeed drives(VSD).
16.01Installs VSDs.(NOT COMMON CORE)
16.02Maintains VSDs.
16.03Diagnoses VSDs.
16.04RepairsVSDs. (NOTCOMMON CORE)
FCOMMUNICA TIONSYSTEMS ANDDEVICES
17.Installsand servicesnetwork andsignal transmission systems.
17.01Installs networkand signal transmission systems.
17.02Configures networkand signal transmission systems.
17.03Maintains networkand signal transmission systems.
17.04Diagnoses networkandsignal transmission systems.
17.05Repairs networkand signal transmission systems.
18.Installsand servicessignal converters.
18.01Installs signalconverters.
18.02Maintains signalconverters.
18.03Diagnoses signalconverters.
18.04Repairssignal converters.
19.Installsand servicesdata convertersand gateways.
19.01Installsdata convertersand networkgateways.
19.02Configures dataconverters andnetwork gateways.
19.03Maintains dataconverters andnetwork gateways.
19.04Diagnoses dataconvertersand networkgateways.
19.05Repairsdata convertersand networkgateways.
GCONTROL SYSTEMSAND PROCESSCONTROL
20.Establishes processcontrol strategies.
20.01Determines processcontrol strategy.
20.02Optimizes processcontrol.
21.Installsand servicesstand alonecontrollers (SACs).
21.01Installs SACs.
21.02Configures SACs.
21.03Maintains SACs.
21.04Diagnoses SACs.
21.05Repairs SACs.
111
BLOCKS
TASKS
22.Installsand services programmable logiccontrollers (PLCs).
22.01Installs PLCs. 22.02Configures PLCs.
SUBTASKS
22.03Maintains PLCs. 22.04Diagnoses PLCs. 22.05Repairs PLCs.
23.Installsand services distributed controlsystems (DCSs).
23.01Installs DCSs.
23.02Configures DCSs.
23.03Maintains DCSs.
23.04Diagnoses DCSs.
23.05Repairs DCSs.
24.Installsand services Supervisory ControlandData Acquisition (SCADA) systems.
24.01Installs SCADAsystems.
24.02Configures SCADAsystems.
24.03Maintains SCADAsystems.
24.04Diagnoses SCADAsystems.
24.05Repairs SCADAsystems.
25.Installsand serviceshuman machine interfaces(HMIs).
25.01Installs HMIs.
25.02Configures HMIs.
25.03Maintains HMIs.
25.04Diagnoses HMIs.
25.05Repairs HMIs.
112

Red Seal Quals

Uploaded by

Copyright:

Available Formats

You might also like

Red Seal Quals

Uploaded by

Document Information

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

Red Seal Quals

Uploaded by

Copyright:

Available Formats

Occupational Analyses Series

Instrumentation and Control Technician

Divisiondesmtiersetdelapprentissage Directiondespartenariatsenmilieude travail 2243 Technicien/technicienneen instrumentationetcontrle

ANALYSIS SAFETY SCOPEOFTHEINSTRUMENTATIONANDCONTROLTECHNICIANTRADE OCCUPATIONALOBSERVATIONS ESSENTIALSKILLSSUMMARY BLOCKA BLOCKB 3 4 6 7

OCCUPATIONALSKILLS Task1 Task2 Organizeswork. Performsroutinetradeactivities. 9 12

HYDRAULIC,PNEUMATICANDELECTRICALSYSTEMS Task10 Task11 Task12 Installsandserviceshydraulicequipment. Installsandservicespneumaticequipment. Installsandserviceselectricalequipment. 41 44 46

FINALCONTROLDEVICES Task13 Task14 Task15 Task16 Installsandservicesvalves. Installsandservicesactuators. Installsandservicespositioners. Servicesvariablespeeddrives(VSDs). 49 52 54 57

COMMUNICATIONSYSTEMSANDDEVICES Task17 Task18 Task19 Installsandservicesnetworkandsignal transmissionsystems. Installsandservicessignalconverters. Installsandservicesdataconvertersandgateways. 61 64 67

LIST OF PUBLISHED NATIONAL OCCUPATIONAL ANALYSES (Red Seal Trades)

Tasks SubTasks KeyCompetencies

definitionsorexplanationsofselectedtechnicaltermsusedinthe analysis alistofacronymsusedintheanalysiswiththeirfullname

AppendixE PieChart AppendixF TaskProfileChart

DEVELOPMENT AND VALIDATION OF ANALYSIS

SCOPE OF THE INSTRUMENTATION AND CONTROL TECHNICIAN TRADE

InstrumentationandControlTechnicianisthistradesofficialRedSealoccupationaltitle approvedbytheCCDA.Thisanalysiscoverstasksperformedbyinstrumentationandcontrol technicianswhoseoccupationaltitlehasbeenidentifiedbysomeprovincesandterritoriesof Canadaunderthefollowingnames:

IndustrialInstrumentMechanic IndustrialInstrumentTechnician InstrumentTechnician

ESSENTIAL SKILLS SUMMARY

K4 K5 K 6 K7 K8 K9 K10 K11 K12

KeyCompetencies A1.01.01 A1.01.02 A1.01.03 identifysymbolsandinterpretdrawingsandschematics applydrawingsandschematicstoapplications maintainbycreating,markingupandupdatingdrawingsandschematics accordingtoindustryandcompanystandards

A1.03.06 A1.03.07 A1.03.08 A1.03.09

K13 K14 K15 K16 K17 K18 K19 K20

isolateworkareapriortoliftusingsafetyequipmentsuchasbarriersand warninglights storeequipmentincleananddrylocations

PROCESS MEASURING AND INDICATING DEVICES

Theseprimarymeasuringdevicesareusedtomonitorprocesscontrol variables. Instrumentationandcontroltechniciansinstall,maintain,diagnoseand repairthesedevicestooptimizethecontroloperation.Indicatorsare usedtovisuallydisplayprocessvariables.

K15 K16 K17

interactionofvariousloops measuringdeviceoperation repair/replacementmethods

Thesemeasuringdevicessensemotion,speed,positionandvibration andenabletheinstrumentationandcontroltechniciantomonitorthe operationofequipment.Thesedevicesareusuallyinstalled,maintained andrepairedtoprotecttheintegrityoftheequipment.

requiredcalibratingparametersofmeasuringdevicessuchaszero,span, rangeandaccuracy relevantlawsandprinciplesofphysicssuchasspeedandvelocity measuringdeviceoperation materialssuchassolventsandcontactcleaners

Thesedevicesmeasurethecharacteristicsofthematerialwithinthe process.Thesedevicesaremorecomplexandspecializedandare tailoredtomatchtheprocess.Thesedevicesmustbeproperlyinstalled andmaintainedinordertomaintainproductquality.

K7 K8 K9 K10 K11 K12 K13 K14

K9 K10 K11 K12 K13 K14 K15 K16 K17 K18

verifyoperationofanalyzerandsamplingsystemwithinspecified parametersbyusingtestequipment,samplingroutinesandprocedures backupanddocumentconfigurationsettingsforfuturedatarecovery

B6.03.04 B6.03.05 B6.03.06

selectandusesuppliessuchasreferencesamplesandcleaningsupplies cleancomponentssuchassensorsandopticspriortodiagnosis determineprobablerootcauseandlocationoffaults

B7.01.03 B7.01.04 B7.01.05 B7.01.06 B7.01.07 B7.01.08

B7.02.02 B7.02.03 B7.02.04

KeyCompetencies B7.04.01 B7.04.02 B7.04.03 selectandusetoolsandequipment replacecomponentssuchascircuitboards,powersuppliesanddisplays confirmrestoredconfigurations

SAFETY AND SECURITY SYSTEMS AND DEVICES

Related Components (include,butnot limitedto)

Toolsand Equipment SeeAppendixA. Specializedequipment:carriergases,standardsamples,software,leak detectors.

K8 K9 K10 K11 K12 K13 K14 K15 K16 K17 K18

KeyCompetencies C8.04.01 C8.04.02 C8.04.03 selectandusetoolsandequipmentsuchasmultimeter,testgasandsmoke generator selectreplacementcomponentsrequiredaccordingtocodesand manufacturersspecifications replacefaultycomponents

RequiredKnowledge K1 K2 K3 K4 typesofsecuritysystemssuchasvideoandcardreaders securitysystemoperation installationandmaintenancerequirementssuchasambienttemperature, locationandenvironmentalconditions communicationnetworks

KeyCompetencies C9.02.01 C9.02.02 C9.02.03 conductinspectionofsystemcomponents verifysystemoperation cleansecuritysystemcomponentssuchascameralensesandcovers

KeyCompetencies C9.04.01 C9.04.02 C9.04.03 selectandusetoolsandequipmentsuchasmultimeterandhandheld camera/monitor selectreplacementcomponentsrequiredaccordingtomanufacturers specifications replacefaultycomponentsanddevices

HYDRAULIC, PNEUMATIC AND ELECTRICAL SYSTEMS

RequiredKnowledge K1 K2 K3 hydraulictheories,specificationsandhazards typesofhydraulicequipment,componentsanddevicessuchaspumps,filters andregulators temperatureratingsfortypesofhydraulicoilssuchassyntheticand conventional 41

hydraulicequipmentoperation repair/replacementmethods cleanlinessstandardsrequiredforhydraulicsystems

KeyCompetencies D10.03.01 D10.03.02 D10.03.03 selectandusediagnostictoolsandequipmentsuchastemperaturesensor, pressuregaugeandvibrationmeter identifyprobablerootcauseandlocationoffaults determinestepsrequiredtorepairfaults

KeyCompetencies D11.03.01 D11.03.02 D11.03.03 selectandusetoolsandequipmentsuchastemperaturesensor,pressure gaugeandmultimeter identifyprobablerootcauseandlocationoffaults determinestepsrequiredtorepairfaults

RequiredKnowledge K1 K2 K3 K4 K5 K6 K7 electricaltheories,powerquality,specificationsandhazards typesofelectricalequipmentsuchasAC/DCpowersuppliesandUPS electricalequipmentoperation repair/replacementmethods hazardouslocations CECandjurisdictionalregulations typesofbatteriesandassociatedhazards

FINAL CONTROL DEVICES

Related Components (include,butnot limitedto)

Toolsand Equipment SeeAppendixA.

KeyCompetencies E13.02.01 E13.02.02 E13.02.03 inspectvalvesaccordingtospecificationsandmaintenanceschedulefor conditionssuchaspackingleaksanddryshafts lubricatevalvestems,bushingsandbearingsaccordingtomanufacturers specifications verifyvalveassemblystrokessmoothlythroughouttravel

benchsetactuatortoovercomestaticprocesspressureandensureseatload checkactuatortoverifyoperationwithinspecifiedparametersbyusingtest equipmentandprocedures

RequiredKnowledge K1 K2 K3 K4 K5 typesofpositioners positionercomponentssuchaslevers,nozzles,flappers,diaphragms, feedbackdevices,I/Ptransducersandbellows auxiliariessuchaspositionswitchesandboosters positionerparameters diagnosticsoftware

RequiredKnowledge K1 K2 K3 K4 typesofVSDssuchasVFDsandDCdrives VSDparametersandapplicationssuchaspowerrequirements,amperage, limitations,andinputandoutputdevices VSDconfigurationsandinterfaces diagnosticfeaturesofVSDssuchasfaultcodes,errorcodes

COMMUNICATION SYSTEMS AND DEVICES