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Currently, as the level of automation in industries such as petrochemicals, steel, papermaking, food, and pharmaceuticals continues to improve, higher technical skills are required from those responsible for maintaining field instruments. To reduce the time required to address instrument failures, ensure safe production, and improve economic efficiency, this article shares some on-site maintenance experience for instruments for reference by instrument maintenance personnel. I. Basic analysis steps for faults in on-site instrument systems The measurement parameters of on-site instruments generally fall into four categories: temperature, pressure, flow rate, and liquid level. Now, based on the different measurement parameters, we analyze the causes of various faults in field instruments. 1. First, before analyzing faults in on-site instruments, it is necessary to have a thorough understanding of the production process, manufacturing methods, and conditions related to the instrument system in question. It is also important to understand the design scheme and intentions behind the instrument system, as well as its structure, characteristics, performance, and parameter requirements. 2. Before analyzing and checking for faults in the on-site instrument system, it is necessary to obtain information from the operators on site regarding the production load and changes in the parameters of the raw materials. The recording curves of the faulty instruments should also be examined, and a comprehensive analysis conducted to determine the cause of the instrument failure. 3. If the instrument’s recorded curve is a straight line (a line with no changes at all is called a straight line), or if the curve, which was originally fluctuating, suddenly becomes a straight line ; The fault is likely in the instrumentation system. This is because most of the current recording instruments are DCS computer systems with very high sensitivity, allowing them to detect changes in parameters with great accuracy. At this point, the process parameters can be manually adjusted to observe the changes in the curve. If there is no change, it is almost certain that there is a problem with the instrumentation system ; If there are normal variations, it can be generally concluded that there is no major issue with the instrumentation system. 4. When the process parameters are changed, it is observed that the recorded curve experiences a sudden change or jumps to its maximum or minimum value; faults in this case are often related to the instrumentation system. 5. Before the fault occurred, the instrument recording curve showed normal behavior; after fluctuations appeared, the curve became irregular or made it difficult to control the system, to the point where even manual operation could not bring control back – in such cases, the fault may be caused by the process control system. 6. When it is found that the instruments displayed on the DCS are abnormal, one can go to the site to check the readings of the same physical instruments; if there is a large difference between them, it is likely that there is a fault in the instrument system. In summary, when analyzing the causes of faults in field instruments, special attention should be paid to changes in the characteristics of the controlled process and control valves, as these can all be factors leading to failures in the field instrument system. Therefore, we need to conduct a comprehensive and careful analysis from both the perspective of the on-site instrument system and the process control system in order to identify the cause. II. Steps for Fault Analysis of Instrument Control Systems for the Four Major Measurement Parameters 1. Steps for Fault Analysis of Temperature Control Instrument Systems When analyzing faults in temperature control instrument systems, two points should be noted first: the instruments in such systems are mostly electric instruments used for measurement, indication, and control ; The measurements taken by the instruments in this system often have a significant lag. (1) If the reading of the temperature instrument system suddenly reaches the maximum or minimum value, it is generally due to a fault in the instrument system. Because the temperature instrument system has a large measurement lag, no sudden changes occur. At this time, the causes of failure are usually broken thermocouples, thermal resistors, compensation wires, or a malfunctioning transmitter amplifier. (2) Rapid oscillation is observed in the indications of the temperature control instrument system, which is usually caused by improper adjustment of the PID control parameters. (3) Significant and slow fluctuations in the indications of the temperature control instrument system are likely to be caused by changes in process operations. If there are no such changes in the process operations at that time, it is likely to be a fault within the instrument control system itself. (4) Fault analysis steps for the temperature control system itself: Check whether the input signal to the control valve changes; if the input signal does not change, the control valve operates, and there is a leak in the diaphragm of the control valve ; Check whether the input signal to the control valve actuator has changed; if the input signal remains unchanged while the output signal does change, there is a fault with the actuator ; Check whether there is a change in the input signal to the locator, and then check if there is a change in the output of the regulator. If the input to the regulator remains unchanged while its output changes, then it is a fault with the regulator itself. 2. Steps for fault analysis of the pressure control instrument system (1) When the readings of the instruments in the pressure control system exhibit rapid oscillations, first check whether there have been any changes in the process operation; such changes are usually caused by issues with the process operation or by improper setting of the PID parameters of the regulator. (2) If the instrument readings of the pressure control system show no response, and the pressure reading remains unchanged despite changes in process operations, the fault is usually located in the pressure measurement system. First, check whether there is any blockage in the pressure sensing conduit system; if not, then examine whether there are any changes in the output of the pressure transmitter. If there are such changes, the fault lies in the controller’s measurement and indication system. 3. Steps for troubleshooting flow control instrument systems (1) When the indication value of the flow control instrument system reaches its minimum, first check the field measurement instruments; if they are functioning properly, then the fault lies in the display instrument. When the reading on the on-site measuring instrument is also at its minimum, check the opening degree of the control valve; if the opening degree is zero, it is usually due to a fault somewhere between the control valve and the regulator. When the readings from the on-site measuring instruments indicate a minimum value and the opening degree of the control valve is normal, the possible causes of the fault are insufficient system pressure, blockages in the system pipes, the pump not being able to deliver sufficient flow, crystallization of the medium, or improper operation. If it is a problem with the instruments, the possible causes include: the orifice plate differential pressure flow meter may have a clogged positive pressure pressure lead ; Leak in the positive pressure chamber of the differential pressure transmitter ; Mechanical flow meters suffer from issues such as seized gears or clogged filters. (2) When the indication value of the flow control instrument system reaches its maximum, the measuring instrument also often indicates a maximum value. At this point, the control valve can be manually adjusted to open or close more; if the flow rate can be reduced, it is generally due to process operation issues. If the flow rate cannot be reduced, it is caused by problems with the instrumentation system; check whether the control valves in the flow control instrumentation system are functioning properly ; Check whether the instrument’s pressure measurement system is functioning properly ; Check whether the instrument signal transmission system is functioning properly. (3) If the indication values of the flow control instrument system fluctuate frequently, the control can be switched to manual mode. If the fluctuations decrease, it is due to issues with the instruments or inappropriate PID control parameters; if the fluctuations remain frequent, it is caused by problems in the process operation. 4. Steps for troubleshooting the level control instrument system (1) When the indication value of the level control instrument system reaches its maximum or minimum value, it is possible to first check whether the sensing instrument is functioning properly. If the indication is normal, switch the level control to manual remote control and observe how the level changes. If the liquid level can be maintained within a certain range, then the fault lies in the liquid level control system ; If the liquid level cannot be stabilized, it is usually due to a fault in the process system, and the cause should be sought from a process perspective. (2) When the indication of the differential pressure type level control instrument does not match that of the on-site direct-reading indicator, first check whether the on-site direct-reading indicator is functioning properly; if its indication is normal, then check for any leaks in the sealing fluid of the negative pressure pressure transfer tube of the differential pressure type level instrument ; If there is a leak, refill the liquid and reset the zero point ; There is no leakage; it is likely that the negative migration value of the gauge is incorrect. Adjust the migration value again to make the gauge read correctly. (3) When the indication values of the liquid level control instrument system fluctuate frequently, it is necessary to first analyze the capacity of the liquid level control object in order to determine the cause of the fault; a large capacity usually indicates a fault with the instrument itself. For those with low capacity, it is first necessary to analyze whether there have been any changes in the process operations; if so, it is likely that the frequent fluctuations are caused by the process itself. If there is no change, it may be caused by a malfunction in the instrument. The above is only an analysis of on-site failures related to the individual control instruments for the four main parameters at the site; in actual situations, there are also more complex control circuits, such as cascade control, range control, program control, interlock control, and so on. The analysis of these faults is even more complex and requires a detailed examination
It’s very comprehensive. When making judgments on instruments on-site, it’s generally necessary to have a multimeter available (one that functions properly). If the instrument outputs current or voltage signals, the multimeter should be connected in series to read the value of the output signal; if everything is normal, then the instrument is working fine, but if there are issues, then there’s a problem with the instrument, and it’s necessary to contact the manufacturer for assistance; If the instrument’s output signal is digital, it is generally used to determine the operating current of the instrument; if this current is within the normal range, then the instrument is functioning properly, whereas if it is not, there is a problem with the instrument. Additionally, at the site it is essential to ensure that the shielding wires of the instruments are properly connected; failure to do so can also cause large fluctuations in the measurement values displayed ; Sometimes, when one of two instruments is working properly while the other is not, it is a shielding issue. When dealing with shielding issues on-site, various factors need to be taken into account: shielding related to power supplies, shielding related to signals, as well as the grounding of instrument panels and the methods of grounding. I once encountered such a problem: two level gauges were installed on the top of an oil tank. One gauge showed normal readings, while the other exhibited fluctuations in its readings, though the amplitude of these fluctuations was small, usually within the range of 0.02 mm. Such fluctuations are considered abnormal for a gauge. The wiring of both gauges was the same; the gauge box was grounded, and they were powered by switch-mode power supplies. After repeated checks and attempts, it was found that the readings did not fluctuate when the door of the gauge box (on which the display panel was mounted) was open, but the readings fluctuated when the door was closed. Testing again with a multimeter showed that using the ground connection of the switching power supply along with the abnormal ground connection of the instrument did not work; later, by lengthening the grounding wire and leading it out of the instrument box to connect to a nearby pipe, everything worked properly. This is just a minor issue I encountered on site, and I hope it can be of some insight to everyone.