29

DELTA V

ASSET RELIABILITY
 41
ASSET
A S S E T RRELIABILITY
ELIABILIT Y Category III Vibration Analyst Path to Success
• Advanced Vibration Analysis
Paths to Success • Advanced AMS Machinery Manager
• PeakVue™ Mystery and Autocorrelation
Emerson training gives you the confidence and experience
• Category III Vibration Analyst Certification Exam
in industrial maintenance technologies. Our alumni can
tell you about the recognition and job promotions they’ve
Online Monitoring Path to Success
received from plant management. With Emerson, you walk
• Online Prediction (CSI 4500/6500/XP32)
down a path that leads to full mastery of knowledge and
• Operation and Maintenance
skills necessary in a Machinery Health program. These “Paths
• Online Protection (CSI 6000/6500)
to Success” are outlined here. They include both theory/
• Operation and Maintenance
application courses for certification as well as product-
• Turbo Machinery Diagnostic
specific courses. Offered at Emerson’s training centers, these
classes can also be held at your chosen facility. For a calendar
Lubrication Analyst Path to Success
schedule of courses and registration information, visit
• Lubrication Level 1 & 2 with Certification exam
https://mytraining.emerson.com/lmt/clmsbrowseV2.
• Wear Debris Analysis Workshop
prmain?in_sessionid=2J845A531298544
• OilView® for AMS Machinery Manager
• Reliability Management Path to Success
Category I Vibration Analyst Path to Success • Maintenance Best Practice
• Fundamentals of Vibration Analysis • Root Cause Failure Analysis Adding
• Fundamentals of CSI 2130 Machinery Health Analyzer other Technologies to your Credentials
• Basic Vibration Analysis • Laser Alignment
• Introduction to AMS Machinery Manager • Balancing Theory & Application
• Category I Vibration Analyst Certification Exam • Basic Ultrasonic Theory & Technology
& Level 1 Certification Exam
Category II Vibration Analyst Path to Success • Electric Motor Diagnostics & Basic Motor View
• Intermediate Vibration Analysis • IR Thermography & Level 1 Certification Exam
• Intermediate AMS Machinery Manager
• SI 2140 Advanced Function with PeakVue™
• Category II Vibration Analyst Certification Exam
 42
ASSET RELIABILIT Y

COURSE 2031
Companies today rely on fewer people Basic Vibration Analysis / Category I Compliant CEUs : 2.8
to do more work. That’s why the need
This course is for individuals needing an introduction to the technology and concepts used in the
of training is more critical than ever
new generation of process control systems.
to achieve and maintain cost-effective
Overview Topics
maintenance programs.
This 4-day course complies with Category I • Principles of Vibration
Vibration Analyst per ISO standard 18436- • Data Acquisition & Signal Processing
2: Vibration condition monitoring and • Condition Monitoring & Corrective Action
COURSE 2069 diagnostics. This course is intended to enable • Equipment Knowledge

Vibration Analysis
students to operate single channel machinery • Acceptance Testing
analyzers, dump and load routes, recognize • Basic Analyzer Functions
- Fundamentals CEUs : 1.4 the difference between good and bad data, • The Class Shows Students How to
and compare vibration measurements against • Recognize Machine Defects such as:
pre-established alert settings. Although » Unbalance
This course is for individuals responsible for this training course is not product specific, » Shaft Misalignment
interfacing with Device Net, AS-i, Profibus DP HART students will use Emerson’s CSI technologies » Looseness
and serial communication buses to a DeltaV™ scalable for demonstration purposes. The class shows » Rolling Element Bearing Defects Gear
system. the student how to use the vibration analyzer Problems
in conjunction with Emerson Machinery Health » Resonance Introduction to Electrical
Overview Management supported software to analyze Defects
This 2-day vibration training course is for those with basic vibration defects. » Introduction to Electrical Defects
no prior experience in vibration analysis. The class
prepares participants for the Basic Vibration Analysis Prerequisites Participants will receive a complimentary
Course. Students learn about causes of vibration and Fundamentals of vibration or up to six months copy of the Pocket Vibration Analysis Trouble-
methods of measurement. Although the training of vibration experience is recommended. Shooter Guide.
course does not provide instruction on Emerson’s CSI
technologies, the class will use them to demonstrate
vibration principles.

Prerequisites
None

Topics
• Introduction to Vibration
• Components of a Predictive Maintenance Program
• Basic Fault Identification
Emerson helps maximize the return on your investment in technology
• Vibratory Fault Characteristics and Patterns and people.
• Information to Help Jump Start a Vibration Program
 43
ASSET RELIABILIT Y

COURSE E2069 COURSE 2032

Fundamentals 3 months unlimited access Intermediate Vibration

of Vibration eLearning CEUs : 0.2 Analysis/Category II Compliant CEUs : 2.8

This 2 hour e-course provides instruction to individuals with no prior Overview Topics
experience in vibration analysis. The course introduces the technology This 4-day course complies with Category • Equipment Testing and Diagnostics
of vibration analysis by explaining what vibration analysis is and how II Vibration Analyst per ISO standard • Reference Standards
it plays a critical role in any predictive maintenance program. Students 18436- 2: Vibration condition monitoring • Reporting and Documentation
are led through a self-paced discussion on how vibration analysis and diagnostics. Category II vibration • Fault Severity Determination
works with many examples of the types of faults that can be detected. analysts are expected to be able to select • Analyzer Averaging Techniques
Students will also gain an understanding of where and how vibration appropriate vibration measurement • Slow Speed Applications using Slow
is measured with an emphasis on good data collection techniques. techniques, set up instruments for basic Speed Technology (SST®)
Students will learn important terminology that will be critical to their resolution of amplitude, frequency, and • Sensor Selection Guidelines
success as they progress to the next level of training in vibration time, perform basic spectrum analysis, • Introduction to Demodulation and
analysis; Emerson’s Basic Vibration Analysis course. maintain a database of results and PeakVue®
trends, perform single-channel impact • Advanced Waveform Analysis
Topics to be covered includes: tests, classify, interpret and evaluate test • Sideband Analysis
Chapter 1: Fundamentals of Vibration results in accordance with applicable • Rolling Element Bearing Failure Modes
Chapter 2: How is Vibration Measured? specifications and standards, recommend • Advanced Electrical Analysis Techniques
Chapter 3: Understanding the Vibration Signal minor corrective actions, and understand • Pump/fan Vibration
Chapter 4: Vibration Units basic single plane field balancing • Phase Analysis using Single and
Chapter 5: Analysis Parameters concepts. Dual Channel
Chapter 6: Data Analysis: Where to begin? • Perform Basic Single-Plane Field
This course also features the use of Balancing
Note: the CSI 2140 Machinery Analyzer in
Typical duration of course access is 3 months. Contact education@emerson.com to request an
extension.
conjunction with advanced machinery Prerequisites
analysis techniques. Discussions of case Basic Vibration Analysis course and
histories on machinery faults are one of accumulative 18 months of field
the focal points of this course. experience are recommended.

Our instructors share their own real-world

experiences and guide classes through hands-
on exercises that reinforce the lesson. Reliability
Solutions strategy includes training courses designed
to help you start-up and maintain your mechanical
equipment. Our goal is to provide you with the
knowledge to keep your plant running smoothly.
 44
ASSET RELIABILIT Y

COURSE 2076 COURSE 2021EX

Fundamentals of CSI 2140 Vibration Analyst Exam - Category I

Machinery Health Analyzer CEUs : 1.4
Overview
Category I exam, available at the end of course 2031.
Overview Prerequisites
Test Format: Written exam,
This 2-day hands-on course focuses on the Understanding of vibration analysis.
Duration: 2 hours,
basic operation of the CSI 2140 Machinery
Passing Grade: 75%
Health Analyzer. Students will collect data Topics
on lab machines. This course is designed for • Analyzer/Computer Communication
Eligibility for Examination:
students with little or no experience with CSI • Predefined Route Data Collection
• Recommended Minimum Duration
analyzers, but who are experienced in the field • Off-Route Data Collection
of Cumulated Training (hours): 32
of vibration data collection and analysis. and Setup
• Recommended Minimum Duration
• Monitor Mode Measurements
Note: of Cumulated Experience (months): 6
You may take with Fundamentals of Vibration as a 4-day course.
• Peak and Phase Measurements

Course 2022EX

Overview
Category II exam, available at the end of course 2032.
Test Format: Written exam,
Duration: 3 hours,
Passing Grade: 75%

Eligibility for Examination:

• Recommended Minimum Duration of Cumulated
Training (hours): 70
• Recommended Minimum Duration of Cumulated
Experience (months): 18
• Passing Category I exam is NOT a prerequisite for taking
Category II exam.
 45
ASSET RELIABILIT Y

COURSE 2035/2075
Mystery PeakVue™and Autocorrelation CEUs : 2.1

This 3-day course provides insight into advanced strengths of the spectral data. This course makes Coefficient Data from the Time Wave form Data
functionality of Emerson’s patented PeakVue™ use of both case studies from real-life examples of • Highlight the Strengths of the Autocorrelation
technology and Autocorrelation. Machine vibrations common faults and live demonstrations illustrating Coefficient Function Data/ Spectra Data
generate both macro and microscopic vibrations, and specific mounting procedures to reliably detect certain • Demonstrate the use of the Autocorrelation
microscopic vibrations generate stress waves that faults. The difference between PeakVue™ techniques • Coefficient Data as a Diagnostic
have frequency ranges determined by the mass of the and demodulation will also be demonstrated Tool to Support
impacting object. The properties of these stress waves the Spectra Data for Vibration
will be explained. Topics • Analysis Through Several Case Studies
• Proper PeakVue™ Set-Ups for all • Identify Unique Patterns of the Autocorrelation
Overview • Speeds (as low as 1 rpm) Function Data for Certain Classes of Bearing Faults,
The Autocorrelation section of the course will teach • Sensor Selection and Sensor Mounting Gearing Faults, etc.
the power of the autocorrelation coefficient function • Setting Alarm Levels
for the analysis of vibration induced time wave form • Choosing Trend Parameters Prerequisites
data. The autocorrelation function data generally • Analyzing PeakVue™ Spectra and Waveforms Students should be familiar with vibration data
are computed from the same time wave form data • Uses of the Circular Waveform Plot collection and analysis techniques and the use of AMS
used to compute the spectrum. The strengths of • Introduce the Autocorrelation Coefficient Machinery Manager Software.
the autocorrelation data are complimentary to the • Demonstrate the Computation of the Autocorrelation

COURSE 2068

Introduction to AMS Machinery Manager CEUs : 2.8

Overview Prerequisites This course is based on the current mass release of

This 4-day course was designed for the new users of Computer experience with the Windows operating the AMS Machinery Manager software. Students can
AMS Machinery Manager. Students learn methods of system and Basic Vibration are recommended. call to verify if the course is appropriate to the version
database creation and vital features of route creation they are using. Advanced Vibration Analysis Module,
such as collecting reference data, analyzer/computer Topics Infrared Analysis, Motorview, CSI On-Line Machinery
communication and the basic concepts of Analysis • Navigation Health Monitor and Oilview modules are covered in
Parameter Sets, Alarm Limit Sets and Fault Frequency • Database Creation other course offerings and are not part of this course.
Sets. A CSI 2140 Analyzer will be used to load routes • Data Collection
and collect data on lab machinery for basic vibration • Basic Analysis and Reporting
analysis using Export and Diagnostic Plotting. • Link to RBMview ®
• Data locker Management (lite)
 46
ASSET RELIABILIT Y

COURSE 2074 COURSE 2076

Intermediate AMS Machinery Manager CEUs : 2.1 Fundamentals of CSI 2140 CEUs : 1.4

Overview Overview
This 3-day course was designed for students who have a basic understanding This 2-day hands-on course focuses on the basic operation of the CSI 2140
of AMS Machinery Manager. Students expand their knowledge of machinery Machinery Health Analyzer. Students collect data on lab machines. This course
analysis techniques, focusing on analysis and reporting using Plot- Data, is designed for personnel with little or no experience with CSI analyzers, but
Diagnostic Analysis, Export, PeakVue™ and the full version of RBMview ®. who are experienced in the field of vibration data collection and analysis.
Prerequisites Introduction to AMS Machinery Health Manager Course
Prerequisites Topics
Topics This course is based on the current mass Understanding of vibration analysis. • Analyzer/Computer Communication
• Vibration Analysis Module release of the AMS Machinery Manager Familiar with basic vibration collection • Predefined Route Data Collection
• Export software. Students can call to verify if the principles Job Data Collection and Setup
• PeakVue™ Technology course is appropriate to the version they • Manual Mode Measurements
• RBMview ® are using. Infrared Analysis, Motorview, Note:
• Introduction to CSI 2140 Analysis
You may take with Fundamentals of Vibration as a
• PlotData CSI On-line Machinery Health Monitor and 4-day course. Expert
Oilview modules are covered in other course • Functions
offerings and are not part of this course.

COURSE 2088A

Online Prediction: Operation and Maintenance CEUs : 2.8

Overview Prerequisites • Troubleshooting Tools (Putty or Tel net)

This 4-day course explores the operation, use and Knowledge of vibration and industrial machinery is • Constructing Analysis Parameter Sets for Normal
application of online monitoring and transient capture helpful, but not necessary. Vibration, High Frequency Vibration, PeakVue™ and
technologies using CSI’s 4500, 6500, XP-32 and 2600 Process Signals
online products and AMS Suite: Machinery Health Topics • Time and Predicate Based Data Collection Sets
Monitoring Software. • On-line Monitoring Database Configuration including • On-line Watch Program Operation
Gross Scan and Spectral Scan • Transient Capture Database Configurations
This course is intended for: • Database Construction of Sleeve Bearing • Transient Auto Archive Creation
• Anyone interested in online monitoring and transient • Configuration including Shaft Centerline • Transient Data Extraction
capture • Plots and Orbits • Online and Transient Capture Case Histories
• Reliability managers • Sensor Configurations for Various Sensor • Analyzing On-line and Transient Data using the
• Vibration analysts and technicians • Types including: Accelerometer, Velocity, Vibration Analysis Program
• Responsible for reliability services • Proximity Probe, Microphone, Pressure,
• Laser Displacement, Temperature and other Sensors
• Practical Application of Input and Output Relays
 47
ASSET RELIABILIT Y

COURSE 2094 COURSE 2033

Advance CSI 2130 Advanced Vibration Analysis/
with PeakVue CEUs : 1.4 Category III Compliant CEUs : 3.5

Overview Overview Topics

This 2-day course is intended for students with single-channel This 5-day course complies with Category III • Specify appropriate vibration instrumentation
vibration analysis experience and little or no multi-channel Vibration Analyst per ISO standard 18436-2: • Hardware and software for both portable and
experience. This class covers advanced signal processing using Vibration condition monitoring and diagnostics. permanently installed systems
Emerson’s patented PeakVue™ technology for slow-speed • Perform spectrum and time waveform
This course expands on the subjects covered
analysis, transient capabilities, coherence and cross-channel • Analysis under both steady-state and unsteady
in the Intermediate Vibration course (Category
phase, operating deflection shapes (ODS), modal analysis and • Operating conditions
II), especially in the areas of fault analysis and
other advanced techniques. • Establish specifications for vibration levels and
corrective actions. The class details advanced
acceptance criteria for new machinery
analysis techniques.
Prerequisites • Measure and analyze basic operational
Single channel vibration analysis experience is required. The dual channel machinery health analyzer deflection shapes (ODS)
features are introduced including the use of • Measure and analyze PeakVue™
Topics
AMS™ Suite: Machinery Health Manager Software technology measurements
• PeakVue™ • Introduction to Operating
to set up the advanced analyzer features and • Slow Speed Technology (SST®)
• Resonance Detection Deflection Shape
the powerful downloadable programs for data • Zoom Analysis
• Dual Channel 1 data (ODS) Testing Methods
collection. The transient machinery health • Transient Techniques
Collection • Introduction to Modal
analyzer capabilities are covered such as long- • Dual Channel Machinery Analyzer Features
• Fundamentals of Cross- Analysis Testing Methods
term time waveform. The class covers advanced • Triggered Data Capture
Channel • Advanced Two-Channel DLP
resonance detection using a variety of testing • Resonance Detection
Data Collection • Zoom Analysis, Cascade
methods, including triggered data collection.
• Introduction to Coherence and Overall Transient Wave
and Cross-Channel Phase Form Capture and Analysis Prerequisites
• Orbit Data Collection • CSI 2130 Analysis Intermediate Vibration Analysis course and a cumulative three years of field experience are
Experts recommended.

COURSE 2016
Balancing Theory & Application for CSI 2140 CEUs : 1.4
Overview Prerequisites Topics
This 2-day class teaches how to perform Understanding of vibration analysis is • Imbalance identification • Calculating a system lag
single and dual-plane balancing using recommended. • Use of vectors • Estimate trial weights
both graphical and analyzer-based • Calculating influence coefficients • Balancing flexible rotor systems
balancing methods. The class uses the • Use of the auxiliary analyzer balance • Balancing overhung rotors
CSI 2130 Machinery Health Analyzer on functions • Applying balancing techniques
lab machinery. • Use of UltraMgr module in an industrial setting
 48
ASSET RELIABILIT Y

COURSE 2051

Time Waveform Analysis CEUs : 2.1

Overview
This 3-day course is designed to upgrade and enhance waveform analysis skills
for vibration technician and reliability engineers. There are several reasons that
vibration analysts want to understand and use waveform analysis, since some
significant defects are better analyzed in the time domain. The time domain
provides visual confirmation of amplitude enhancement and reduction. Time
waveform analysis can present, in a static picture, amplitude variations and
changes in frequencies that the FFT cannot display without using multiple
(dynamic) graphics. Further, a waveform graphically presents accurate peak
vibration amplitudes representing defect severity.

Topics
• Waveform Data Acquisition: Analog to Digital Conversion (A/D)
• Waveform Parameters for Trending: Peak to Peak, Crest Factor, and Analog
Overall
• Waveform Tools: Revolution Markers, Difference Frequency markers, Phase,
Peak, RMS, Crest Factor
• Waveform Patterns: Sinusoidal, Impacting, Truncated, Asymmetric, Transient/
Random, Modulated and Discontinuity or Bad/Compromised Data.
• FFT vs. Waveform: Benefits and limitations of each Applications of Waveform
Analysis: Synchronous Time Averaging (STA) for rolls in nip; Peak Hold
averaging for maximum carrier/sideband frequency amplitudes for rolling
element bearings; Time Difference cursors for identifying beat frequencies
and repeating impacts (gear teeth cracks or defects); Transient Analysis of
motor inrush current; Distinguishing Misalignment from Looseness using
waveform analysis as a confirmation to the FFT data; and Gearbox Analysis
using STA waveforms and standard waveform discontinuity analysis.

Audience
Vibration technicians and reliability engineers

Prerequisites
Intermediate vibration analysis or eighteen-month vibration related field
experience is recommended.
 49
ASSET RELIABILIT Y

COURSE e2074V COURSE 2080

eLearning: Vibration Analysis Module 3 Months Unlimited Access Online Protection
AMS Machinery Manager (V5.2 or Higher) CEUs : 1.4 Operation and
Maintenance CEUs : 1.4
Overview Topics
This 2-day e-course provides thorough • Introduction of the New Vibration Analysis Overview
introduction on the Vibration Analysis module Module (V5.2N5.3) This 2-day course is a hands-on training for anyone
in the V5.2 or higher AMS Machinery Manager • Learn to Display Spectra, involved with operating and maintaining a CSI
software. The interface of the Vibration Analysis • Waveform and Trends Online Protection System. Workshops include
module is much more user intuitive. With the • Use the Toolbar for Data Manipulation practice with “live” monitors and racks.
V5.2N5.3 version of the Vibration Analysis module, • Custom Faceplates
powerful tools for the analysis and comparison of • Custom Dynamos Topics
multiple types of data are right at your fingertips. • Overview of hardware components
Note: • Rack configuration
Typical duration of course access is 3 months.
Prerequisites Contact education@emerson.com to request an extension. • Operator display software
Familiar with the AMS Machinery Manager • Data acquisition software
Software I • Interface with the CSI online prediction system
• System troubleshooting and maintenance.

COURSE 2070 OR 2070V

Advanced AMS Suite: Machinery Health Manager CEUs : 2.8

Overview Prerequisites
This 4-day course is the third in our series of AMS Machinery Manager courses. Intermediate Vibration course 2032 or one year vibration analysis experience is
Its focus is on management, modification and optimization of the existing AMS recommended. Experience with the Windows operating system is recommended.
Machinery Manager database. Students will learn how to modify existing Wizard
configurations, add and edit users, statistically adjust alert and fault levels make This course is based on the current mass release of the AMS Machinery Manager
global database changes, and many other very useful database functions. This software. Students can call to verify if the course is appropriate to the version
course is intended for the advanced user who has already created a machinery they are using lnfrared Analysis Motorview, CSI Online Machinery Health Monitor
database and has been acquiring, storing and analyzing data for six months or and Oilview modules are covered in other course offerings and are not part of this
more. course.
Topics
• Advanced Analysis Features in • Status-at-a-Glance Operation and • Wizard - Reporting Techniques and • Database Utility
Vibration Reporting Modification/Addition of Setup • Database Zip Utility
• Analysis Module • Nspectr ® Information • Network Administration
• Problem Reporting • Data Locker Management • Austostat
 50
ASSET RELIABILIT Y

COURSE e2140
eLearning: Fundamentals 3 Months Unlimited Access
of CSI 2140 Machinery Health Analyzer CEUs : 0.6

Emerson’s Machinery Health Management general data as well as specialized data and then
training now includes the Fundamentals of the dump that data back into the computer for further
CSI 2140 elearning course, designed to provide diagnostic analysis.
you with the tools you need to perform data
collection using the CSI 2140 Machinery Health Topics
Analyzer. The 6 hour e-course leads you through • Analyzer/Computer Communication
a basic introduction of the analyzer including • Predefined Route Data Collection
panel descriptions and reviews of the purpose • Job Data Collection and Setup
and function of all connectors, ports, slots, keys, • Manual Mode Measurements
indicators and buttons. The user learns how to • Introduction to CSI 2140 Analysis Expert
load a pre-defined route into the analyzer, take Functions

COURSE 2070CV

AutoStat for AMS Suite : Machinery Health Manager CEUs : 1.4

AutoStat is included in the standard curriculum of the 4-day Advanced AMS Overview
Machinery Manager, course 2.070. This 2-day session only covers AutoStat This 2-day hands-on course focuses on the basic operation of the CSI
in the AMS Machinery Manager software. Alarms are an important part of 2140 Machinery Health Analyzer. Students collect data on lab machines.
any analysis program. Properly setting alarms allows the user to quickly This course is designed for personnel with little or no experience with CSI
identify an abnormal machine condition and reduces time spent analyzing analyzers, but who are experienced in the field of vibration data collection
machines that are running in acceptable or “normal” condition. AMS and analysis.
Machinery Health Manager provides the user the ability to create up to 12
parameter bands with alarms in addition to the Overall value. Calculating Topics
ideal alarm values for these parameters can be very complicated. Autostat • Analysis Parameter Alarm vs Narrow band
uses statistical analysis to provide limit value, for the individual parameter • Alarms -What’s the Difference?
bands by analyzing the data associated with similar pieces • Database Setup Requirements and Reports
of equipment. • Creating and Editing Analysis Groups
• Modifying and Creating New Parameter Alarms
• Creating and Editing Statistical Envelopes
• Using these Alarms within the Vibration Analysis Plotting Application
 51
ASSET RELIABILIT Y

COURSE 5590
Power Quality and Grounding for Electronic Systems CEUs : 1.4

This 2-day course is designed for personnel involved with the planning, Topics
installation and maintenance of DeltaV™ digital automation system and provides • Review of Power Basics • Building Power • Dedicated Circuits
essential knowledge regarding the power and grounding system for DeltaV™ • Power System Distribution • DC Grounding
equipment. Measurements • Feeders and Branch • Verifying New
• Low Voltage Power Circuits Installations
Overview You will learn:
Systems • Separately Derived • Power Quality Problems
This course focuses on specific power • How to conduct site verifications
• Power System Systems • Applying Power
and grounding requirements of a • How to audit using hands-on testing
Grounding • Power & Grounding for Conditioning
control system. labs to detect power and grounding
• Earthing vs. Grounding the DeltaV™ System • SIS Power and
problems on existing sites
Connection to Earth • Single Point Grounding Grounding Installation
Prerequisites
• Equipment Grounding • Isolated Ground • Intrinsic Safety Devices
A working knowledge of electronics
• Code Requirements Installations
and AC power basics is required.

COURSE REL003 COURSE REL004

Introduction to Developing Introduction to Planning and
Reliability-Based Scheduling Principles CEUs : 1.4
Maintenance Strategies CEUs : 1.4
This 2-day course is an introductory course Topics
Overview designed to provide participants with an • Planning and Scheduling World Class Model
This 2-day course is an introduction to the basic understanding of the fundamentals • Planning Principles
maintenance strategy model that will act as the foundation of creating and maintaining an efficient • Scheduling Principles
for developing RCM techniques, choosing and deploying planning and scheduling program. • Planning and Scheduling Program Monitoring
PMs and creating an effective maintenance strategy to
support an efficient maintenance environment.
COURSE REL006
Topics
• Maintenance Strategy • PM Program Design
Materials Management Strategies CEUs : 1.4
Models • PM Development
• Basic RCM Techniques Principles
Overview Topics
• PM Task Selection • PM Scheduling
This 2-day course is an introductory • Introduction to Material • Purpose and Strategic
• Basic PM Tools Techniques
course designed to provide Management Importance
• PM Program Monitoring
participants instructions about how • Organizing for • High Performance Stores
to manage, organize and control Maintenance Stores and • Stores KPI Metrics and
inventory risk through strategic MRO Management Control World Class Benchmarks
inventory management. • Stores Management Tools
 52
ASSET RELIABILIT Y

COURSE REL007

Reliability Centered Maintenance (RCM) Principles CEUs : 1.4

Overview Topics
This 2-day course covers the principles • Introduction • Determining failure mitigation • Avoiding the causes of failed RCM
of RCM. RCM is a key foundational • History of RCM strategies • Implementations
element of a Reliability Based • Why RCM • Implementing the results of RCM • Conducting RCM Analysis
Maintenance program. This course • Selecting candidate equipment analysis • Leveraging the Benefits of RCM
covers all important aspects of Reliability • Team approach • Conducting RCM Analysis • Lateral deployments
Centered Maintenance Analysis and • RCM philosophies • Facilitating RCM at your site • The FMEA library
Implementation. Participants will learn • Conducting RCM Analysis • Who should lead • Celebrating results
how to effectively participate in an • RCM terms and definitions • Choosing the appropriate analysis • Showing the business case
RCM program and have all necessary • Identifying system parameters tools
information to support such an • Answering the 7 questions of RCM • Tracking progress through to
implementation. completion

COURSE REL009

Foundational Awareness for Maintenance & Reliability Professionals CEUs : 2.8

Overview
This 4-day comprehensive course provides participants with an overview of both technical and non-technical, key foundational elements of maintenance and reliability
profession. This is required to be most effective in the maintenance and reliability profession.

Topics
• The Business of Maintenance • Production System Reliability • Management of Change • Work Management Best Practices
and Reliability » Process and industry standards » Equipment Reliability Tactics » Work identification
» Setting goals and objectives » Production system understanding » Establishing reliability targets » Work prioritization
» Selling change » Process improvement methods » Reliability gap analysis » Planning and scheduling
» Measuring performance evaluation » Environmental, Health and Safety » Equipment maintenance strategy » Backlog management
» Building the business case considerations development » Resource management
» Communication » Continuous improvement » Work history documentation
» Resource planning and budgeting • People and Culture Management » Analyzing work history
» Performance agreements » Assessing organizational competence for improved performance
» Defining the maintenance and reliability » Performance measures
• organization » Capital project planning
» Skills development » Information technology
» Communication for change
 53
PROCESS CONTROL
To enroll in Process
PROCESS CONTROL Control courses or for more
information, please call:

Learning Path 800-338-8158 or 641-754-3771

All these courses deal with optimizing process performance

and reliability by reducing process variability through better 9032
control. Loop tuning by-feel is replaced by a systematic, Applied Modern
scientifically sound approach, which is the subject of several Loop Tuning

courses for process control engineers and technicians.

9034
These courses provide an excellent platform for further
Applied Advanced
economic optimization via advanced process control.
Regulatory Controls

9035

EnTech Applied Modern

Loop Tuning and Advanced
Regulatory Controls

9030
Process Dynamics and
Tuning Fundamentals
(PCE I)

9031
Process Analysis and
Minimizing Variability
(PCE II)

1430
EnTech Toolkit
Training
 54
PROCESS CONTROL

COURSE 9000

Introduction to Process Control CEUs : 3.2

Persons completing these courses receive
This Fisher course is for students that have Prerequisites a good grounding in process control
principles and strategies, controller
little or no process experience. None. This is an introductory course.

Overview Topics tuning and loop dynamics as they relate

This 4 ½-day course provides those new to • Process Control Terminology and Symbols
the field with the basic, overall fluid process • Process Loop Introduction
to Fisher control valves. Engineers and
controls knowledge they need to better • Measurement Instrumentation for: technicians with little or no experience
understand the function of automated » Flow
control loops. Aspects of process control » Level
begin to build the fundamental knowledge
(measurement devices, controllers, final » Temp they need to move forward in this field.
control elements, and fundamental control » Pressure
methods) are covered by classroom • Instrument Calibration Concepts
presentations and laboratory exercises that • Final Control Elements
are intended to familiarize students with the • Control Valves; -Actuators;
function and application of the wide variety • Control Valve Instrumentation
of equipment commonly found in process • Introduction to Loop Dynamics,
plants. Tuning and Control

COURSE 9006

Loop Tuning Short Course CEUs : 1.4

This 2-days Fisher course is designed for Overview Topics

those who have the job responsibility of Students will practice tuning on process • Load Upsets
tuning or monitoring industrial process simulation software using tuning methods • Process Noise
control loops. Students will learn to tune that do not require calculations. The baseline • Self Regulating Process
controllers to meet the needs of each loop. method requires knowledge of the type • Integrating Process (Level)
of process, and the trial and error method • Valve Deadband and Stick/Slip
Prerequisites requires making small set point bumps and • Limit Cycling
None changing controller gain and reset to meet • Baseline Controller Tuning
the desired loop performance. Students • Trial and Error Tuning
will also learn open loop response testing • Lambda Tuning
and Lambda tuning to obtain greater loop • Process Time Constant, Deadtime and Gain
accuracy, stability and predictability. • Positioner Application Guidelines
 55
PROCESS CONTROL

COURSE 9025

Control Loop Foundation CEUs : 3.2

This course is for engineers, managers, technicians and others that are
new to process control. This course includes the practical aspects of control
design and process applications that course developers personally learned
through years of hands-on experience while designing and commissioning
process control applications.

Overview
This 4½-day course for personnel new to automation and covers process
control fundamentals as well as the practical aspects of control system
design and applications. Upon completion of this course the student will be
able to effectively work with and commission single and multi-loop control
strategies. Interactive workshops allow the student to apply what the learn
in the class.

Prerequisites
Windows experience.

Topics
• Background - Historic Perspective
• Measurements - Basic Transmitter Types, Limitations
• Analyzers - Examples of On-Line Analyzers
• Final Elements - Valves and Variable Speed Drives
• Field Wiring and Communications - Traditional, HART Foundation fieldbus,
Completing these courses receive a good grounding
Wireless HART
• Control Strategy Documentation- Plot Plan, Flow Sheet, P&ID, Loop Sheet in process control principles and strategies,
• Operator Graphics and Metrics - Considerations in Display Design
controller tuning, and loop dynamics as they relate
• Process Characterization - Identifying Process Dynamics and Gain
• Control Objectives Single Loop Control- Basis for PID, Guideline in to Fisher control valves.
Selecting PID Structure, Action
• Tuning and Loop Performance - Manual and Automated Tuning Techniques
• Multi-loop Control - Feed forward, Cascade, Override, Split-range, Valve
Position Control
• Model Predictive Control -Addressing
Difficult Dynamics, Interactive Processes
• Process Modeling - Development of Process Simulation for Control
System Checkout
• Application Examples - Batch, Continuous, Combustion, Distillation, Unit
Coordination
 56
PROCESS CONTROL

COURSE E9025

eLearning: Control loop Foundation CEUs : 1.8

This course is designed for process engineers, process Topics
control engineers, managers, technicians and operators • Background - Historic Perspective • Tuning and Loop Performance - Manual and
new to the process control industry. • Measurements- Basic Transmitter Types, Limitations Automated Tuning Techniques
• Analyzers- Examples of On-Line Analyzers • Multi-Loop Control- Feed forward, Cascade, Override,
Overview • Final Elements -Valves and Variable Speed Drives Split-range, Valve Position Control Model Predictive
This 18-hour (average duration) on-line course includes • Field Wiring and Communications - Control -Addressing Difficult Dynamics, Interactive
audio presentations, demonstrations, hands-on • Traditional, HART, Foundation Fieldbus, Wireless HART Processes
workshops and quizzes. Upon completion of this • Control Strategy Documentation - Plot Plan, Flow • Process Modeling - Development of Process
course, the student will be able to read control strategy Sheet, P&ID, Loop Sheet • Simulation for Control System Checkout
documentation and will be able to effectively work with • Operator Graphics and Metrics • Application Examples - Batch, Continuous,
and commission single/multi-loop control strategies. • Considerations in Display Design Combustion, Distillation, Unit Coordination
• Process Characterization - Identifying
Prerequisites • Process Dynamics and Gain www.emersonprocess.com/education
Microsoft Windows experience. • Control Objectives Quick Links - Click to eStore: Blended
• Single Loop Control- Basis for PID,
Guideline in Selecting PID Structure, Action

COURSE 9032

Applied Modern Loop Tuning CEUs : 1.8

This course is for engineers and technicians formal lectures that are amply populated with Topics
responsible for maintaining process control process examples and supported with hands-on lab • Process Dynamics -Perform Bump Tests to Identify
performance using instrumentation and control loop exercises using computer-based process simulators. Process Model (Gain, Deadtime, Time Constant and
tuning. Participants learn how to recognize acceptable Valve Dynamics) to Determine PID Tuning
versus unacceptable control loop performance and • Self Regulating Loops -Apply Lambda
Overview to identify the most common source of problems. • Tuning to First-Order and Second-Order Process
Applied Modern Loop Tuning (9032) is a 3-days Fundamental tuning concepts, including the Loops (Flow, Pressure, Temperature, pH, etc)
registration or on-site course that introduces PID controller, process dynamics, valve motion • Integrating Loops -Tune Levels and Header
participants to effective methods for determining characteristics deadband (backlash) and resolution Pressures for Load Recovery and Set point Response
optimal tuning parameters for regulation of (section), set point tracking and regulatory control, • Process Interactions - Lambda Tune Loops to
processes. The non-oscillatory En Tech tuning integrating processes and level control are reviewed Minimize Interactions and Increase Production
techniques, based on Lambda tuning concepts, are and demonstrated using case study examples.
taught with a focus on minimizing process variability.
Effectiveness is gained by the implementation of a Prerequisites
tuning strategy that matches control loop dynamics Some experience with process instrumentation and
to process operating requirements. It contains control is helpful.
 57
PROCESS CONTROL

COURSE 9034 COURSE 9035

Applied Advanced Regulatory Controls CEUs : 2.1 DeltaV – Control –

Advanced – Custom - Virtual CEUs : 2.8
This course is for engineers and technicians responsible for process control
design, implementation and control performance.
This course is for engineers and technicians responsible for process control
Overview design, implementation and control performance.
This is a 3-day course that teaches the practical principals of advanced
regulatory controls and tuning techniques to achieve improvements that can Overview
exceed that of basic PID controls. The course will examine many advanced This is a special combined 9032 and 9034 4-day course that teaches the
regulatory control technologies commonly available today and help participants practical principals of advanced regulatory controls and tuning techniques to
understand which technologies are best suited and how to appropriately apply achieve improvements that can exceed that of basic PID controls. The course
them given specific process dynamics and conditions. Formal lectures are amply will examine many advanced regulatory control technologies commonly
populated with process examples and supported with hands-on lab exercises. available today and help participants understand which technologies are best
Approximately 40% of the course is hands-on lab based workshops where suited and how to appropriately apply them given specific process dynamics
students develop practical skills required to apply and tune advanced regulatory and conditions. Formal lectures are amply populated with process examples
controls. A dynamic process simulator is used to simulate a variety of process and supported with hands-on lab exercises. Approximately 40% of the course
unit dynamics and evaluate the benefits of different advanced regulatory control is hands-on lab based workshops where students develop practical skills
strategies. required to apply and tune advanced regulatory controls. A dynamic process
simulator is used to simulate a variety of process unit dynamics and evaluate
Prerequisites the benefits of different advanced regulatory control strategies.
Participants should possess basic process control knowledge and experience
with DCS control strategy configuration. Prerequisites
Participants should possess basic process control knowledge and experience
Topics with DCS control strategy configuration.
• Process and Disturbance Dynamics
• PID Algorithms- PID, PI, PI-D, 1-PD, PD, P-D, ID, 1-D, 2 degrees of Freedom Topics
Control • Lambda Tuning for Self Regulating and Integrating Processes
• Cascade Control, Dynamic Feed forward • Process and Disturbance Dynamics
• Ratio Control, Override (selector) Control • PID Algorithms- PID, PI, PI-D, 1-PD, PD, P-D, ID, 1-D, 2 degrees of freedom
• Split Range and Midrange Control Interactive Control Loops- Decoupling control
• Control (2X2) and Lambda Tuning • Cascade Control, Dynamic Feed forward
• Deadtime Compensation (Smith Predictor) • Ratio Control, Override (selector) Control
• Adaptive Control (Gain Scheduling, Auto Tuning) • Split Range and Midrange Control
• Introduction to Model Predictive Control Interactive Control Loops - Decoupling
• (Multiple Inputs Single Output) • Control (2X2) and Lambda Tuning
• Deadtime Compensation (Smith Predictor)
• Adaptive Control (Gain Scheduling, Auto Tuning)
• Introduction to Model Predictive Control
• (Multiple Inputs Single Output)
 58
PROCESS CONTROL

COURSE 9030

Process Dynamics and

Tuning Fundamentals (PCE I) CEUs : 2.8

This course is for engineers, or persons with equivalent math and

theoretical background, who have responsibility for process control
design and implementation, process optimization or process design
COURSE 9031 and troubleshooting.

Process Analysis and Minimizing Overview

Variability (PCE II) CEUs : 2.1 Process Dynamics, Control and Tuning Fundamentals (Process
Control for Engineers I) is a 4-day course that provides the
fundamental theory governing process dynamic behavior, control
This course is for engineers and technicians responsible for process control design, implementation system operation and controller tuning. Course material is based
and control performance. on experience gained in process variability optimization work and
is based on modern control engineering concepts coupled with
Overview practical process application knowledge. This course presents a
This is a 3-day course that teaches the practical principals of advanced regulatory controls and systematic approach to optimizing the control of a process unit
tuning techniques to achieve improvements that can exceed that of basic PID controls. The course operation in order to manufacture uniform product more efficiently.
will examine many advanced regulatory control technologies commonly available today and help The course uses formal lectures with hands-on lab exercises. High
participants understand which technologies are best suited and how to appropriately apply them fidelity process simulators are used as the basis for the labs and
given specific process dynamics and conditions. Formal lectures are amply populated with process simulation analysis.
examples and supported with hands-on lab exercises. Approximately 40% of the course is hands-on
lab based workshops where students develop practical skills required to apply and tune advanced Prerequisites
regulatory controls. A dynamic process simulator is used to simulate a variety of process unit Had functionality in the mathematics required to understand
dynamics and evaluate the benefits of different advanced regulatory control strategies. the concepts listed in “topics”.

Prerequisites Topics
Participants should possess basic process control knowledge and experience with DCS control • Process Dynamics - Self Regulating and Integrating
strategy configuration. • First Order Process Model
• Second Order Process Model
Topics • Integrating Process Model
• Process and Disturbance Dynamics • Process & Control Nonlinearity
• PID Algorithms - PID, PI, PI-D, 1-PD, PD, P-D, ID, 1-D, 2 degrees of Freedom Control • Feedback Control & PID Controllers
• Cascade Control, Dynamic Feed forward • QAD Tuning & Lambda Tuning
• Ratio Control, Override (selector) Control • Set point & Load Response
• Split Range and Midrange Control Interactive Control Loops- Decoupling Control (2X2) and • Frequency Response - Bode Plots Tuning Interactive Control Loops
Lambda Tuning • Coordinated Lambda Tuning for Unit Optimization
• Deadtime Compensation (Smith Predictor)
• Adaptive Control (Gain Scheduling, Auto Tuning)
• Introduction to Model Predictive Control (Multiple Inputs Single Output)
 59
PROCESS CONTROL

COURSE 1430

En Tech Toolkit Training CEUs : 2.8

This course is for engineers and technicians responsible for process control
design, implementation and control performance.

Overview
This is a special combined 9032 and 9034 4-day course that teaches the
practical principals of advanced regulatory controls and tuning techniques
to achieve improvements that can exceed that of basic PID controls.

The course will examine many advanced regulatory control technologies

commonly available today and help participants understand which
technologies are best suited and how to appropriately apply them
given specific process dynamics and conditions. Formal lectures are
amply populated with process examples and supported with hands-on
lab exercises. Approximately 40% of the course is hands-on lab based
workshops where students develop practical skills required to apply and
tune advanced regulatory controls. A dynamic process simulator is used
to simulate a variety of process unit dynamics and evaluate the benefits of
different advanced regulatory control strategies.

Prerequisites
Participants should possess basic process control knowledge and
experience with DCS control strategy configuration.

Topics
• Lambda Tuning for Self Regulating and Integrating processes
• Process and Disturbance Dynamics
• PID Algorithms- PID, PI, PI-D, 1-PD, PD, P-D, ID, 1-D, 2 degrees of freedom
control
• Cascade Control, Dynamic Feed forward
• Ratio Control, Override (selector) Control
• Split Range and Midrange Control
• Interactive Control Loops - Decoupling Control (2X2) and Lambda Tuning
• Deadtime Compensation (Smith Predictor)
• Adaptive Control (Gain Scheduling, Auto Tuning)
• Introduction to Model Predictive Control
• (Multiple Inputs Single Output)
 YES Primary job responsibilities include engineering
and maintaining an Ovation System
NO 60
OVAT IO N
OV100-WIN OV215-WIN OV245-WIN

OPERATIONS
Starting with Data Ovation Software Ovation
Acquisition Project Operator

OVATION OV200-WIN OV330-WIN OV216-WIN

CORE OVATION COURSES

Building & Ovation Hardware

Course Map
Advanced Control
Maintaining Project OV245-WIN
Techniques
Ovation Control
Ovation Process

HISTORICAL DATA
COLLECTION
OV210-WIN OV310-WIN Historian
Building Ovation Advanced Ovation OV246-WIN
Graphics Graphics
The Ovation Course Map is designed OV300-WIN OV400-WIN
Ovation Report
Building

to help students determine their Ovation

Troubleshooting
Ovation (Base)
Certification

course path for Ovation training.

Requires letter of Ovation
experience from supervisor OV235-WIN
with OV215 and OV216 or
completion of (core) Ovation Ovation SIS
Emerson offers the industry’s courses OV100, OV200,
OV210, OV300 Implementation

broadest array of process automation

OV246-WIN
EDS™

products and services; a total YES

Job Function involves
additional administration NO
OV265-WIN
Ovation Expert
solution for your plant automation Transition

OV230-WIN OV360-WIN OV270-WIN

needs. We are committed to Ovation System Ovation Security Ovation with HART
Administration for 2.4 and Higher and Smart Devices
providing our customers with an

SECURITY
ADMINISTRATION
System
OV320-WIN OV275-WIN

exceptional level of education that Ovation Network

Administration
OV360-WIN
Ovation Security
AMS Suite :
Intelligent Device

spans every aspect of our product Center Manager

OV245-WIN
OV280-WIN
portfolio. We work hard to ensure
Ovation Process
Historian Ovation
OV430-WIN SCADA System
that our academic deliverables are

SPECIAL TOPICS
Ovation (Security)
Certification OV295-WIN
OV360-WIN
as applicable to your everyday job
Requires completion Ovation Third-Party
Ovation (Security) of Ovation (Base) Certification
I/O Interfaces
and OV360, OV365
Certification
functions and responsibilities as Requires completion
of Ovation (Base) Certification
OV340-WIN
and OV360, OV365 Ovation Applications
possible. with Fieldbus
OV345-WIN
Ovation DeviceNet

Our course map is an instrumental All Ovation Training Courses can be conducted
OV350-WIN
Ovation Profibus

tool for charting your path to success. on-site. OV355-WIN

Contact us at : Ovation Wireless

MEA.Education@emerson.com OV366-WIN
NITRO
Report Building

OV295-WIN
Ovation Turbine
Control System

OV380-WIN
Ovation
Boiler Control
 61
OVAT IO N

COURSE OV100-WIN COURSE OV200-WIN

Starting with Data Acquisition CEUs : 3.5 Building and Maintaining

Ovation Control CEUs : 3.5
Overview
This 5-day course provides experience using an Ovation Data Acquisition System
Overview
(DAS). Ovation terminology and proper use of Ovation documentation are
This 5-day course is designed to provide proficiency in reading Ovation
discussed. Students are introduced to the major components of the system and
functional control schemes. Tuning, building and implementing new control
practice using Ovation tools that are designed to make data acquisition easy.
schemes to improve performance are covered. Both modulating (analog)
Exercises include modifying and building database point records for analog and
and discrete digital control schemes are included in the scope of the course.
digital points. The students physically connect various field devices to the I/O and
Discussions include the various types of control algorithms available
test the signals. Basic techniques for troubleshooting data acquisition hardware
and how they can be used to create effective control. These courses are
and software are also included in the course. These courses are intended for
intended for people who work with Ovation Controllers to tune and build
anyone who will need to work with the DAS of the Ovation system in a Windows
the analog and digital control schemes.
environment.
Prerequisites
Prerequisites
Students must have a good understanding of the Ovation system
There are no prerequisites for this course.
architecture and how database point records are built and maintained in the
Ovation Windows-based system. It is recommended that students attend an
Topics
OV100-WIN course prior to attending this course.
• Recognize Ovation terminology and identify the types
of drops used for data acquisition in an Ovation system.
Topics
• Demonstrate the ability to effectively use Ovation documentation
• Interpret and apply a control functional to the Windows-based system.
• Describe the functions of the Ovation network and its components
• Interpret and tune implemented control using the available tools.
• Describe the general architecture of an Ovation system
• Edit existing control schemes.
• Describe the database point record movement between various drops
• Demonstrate proficiency in building digital & analog control.
as points are monitored, modified and built
• Design and implement a tracking scheme to meet specific control
• Monitor plant processes using data acquisition tools
requirements.
• Recognize, modify and build the various types of database point records in an
• Recognize the relationship between control schemes and graphic
Ovation system
diagrams.
• Select and configure I/O modules for typical field devices
• Implement given control requirements using the Control Builder.
• Wire and test complete signal paths between various field devices and
• Evaluate and determine the proper operation of a control scheme
appropriate \ database point records
using the tools and methods provided.
• Analyze problem situations and implement appropriate corrective solutions

Emerson Automation Solutions Power & Water Solutions is the premier source of proven technology and application
for the power generation, water treatment, and wastewater treatment industries.
 62
OVAT IO N

COURSE OV210-WIN
Building Ovation Graphics CEUs : 3.5

Overview Prerequisites
This 5-day course will teach the user to build Students must understand Ovation point • Interface graphics to the control system
Ovation system graphic diagrams. Students record fields and Ovation control algorithm by using poke fields
will learn how to use the Ovation Graphics structures. It is recommended that students • Design and implement macros
Builder in various applications. Course topics attend OV100-WIN prior to attending these to be used within graphics.
include the layout and implementation of courses. If the student will be heavily involved • Use conditional statements
static and dynamic objects, linking to control in creating control interfaces or OV200-WIN is to create dynamic indications in graphics.
and creating perspective-type diagrams. also recommended. • Employ various techniques to make
Methods for standardizing information graphics code execute more efficiently
entities and control interfaces and Topics • Use various application programs
troubleshooting problems within the graphics • Describe the different coding areas within a graphic to perform specific actions
code are also covered. These courses are within the graphic source code • Assess and correct problems
intended for anyone who will build process • Build graphics to display live plant data in graphics using available tools
diagram displays to the Ovation system. • Use various drawing techniques
to create 3D graphics

COURSE OV010-WIN
Ovation Operator CEUs : 1.7

Overview Topics
This 2½-day course is designed to provide • List the major components of the Ovation • Use system reporting procedures
students with the ability to efficiently perform control system Describe the function of Ovation
routine plant operations using the Ovation • Display process diagram graphics applications icons
control system. Key topics include data • Use process diagrams to interface with the • Demonstrate familiarity with menu bars
acquisition, process analysis and control control system and tool bars in the various process
interfaces. Students will be able to use • Evaluate point alarm conditions diagram windows
the tools provided to monitor processes and acknowledge emergent alarms • Demonstrate familiarity with the task bar
controlled by the Ovation system and will • Differentiate various point types and use and other Windows utilities
learn to take appropriate actions to control the Point Information system to find and
these processes. These courses are intended edit point records
for all operations personnel using the Ovation • Create live and historical trends
system in Windows environment. • Navigate through control tuning diagrams
• Analyze problem conditions
Prerequisites
There are no prerequisites for this course.
 63
OVAT IO N

COURSE OV246-WIN
Global Ovation
OPH Report Building CEUs : 2.1

Overview
This 3-day course will teach students to configure
and retrieve historical data using the Ovation Process
Historian (OPH) and Crystal Reports. Students will
learn how to use the OPH Report Manager to define:
Alarm, Soe, Point and Operator Event Reports.
Students will also learn how to configure demanded
reports, triggered reports and timed reports in the
OPH Report Manager. Students will also use Crystal
Reports to create new report formats for use in the
OPH Report Manager.

COURSE OV248-WIN Prerequisites

EDS™
There are no prerequisites for this course.
CEUs : 2.1
Topics
• Describe the functions of the Ovation
Overview Topics
• Process Historian and related components
This 3-day course is designed to give students a • Illustrate the functions of the EDS system and
• Recognize the Ovation Process
detailed understanding of EDS™. Upon completion architecture
• Historian Database Schema and understand the
of this course, the student will be able to configure • Explain how an EDS server is loaded and
concept of a Relational Database Management
an EDS server to collect point data from an existing configured
System (RDBMS)
Ovation system. An EDS client will be properly • Configure an EDS client to communicate with an
• Schedule, automate and manipulate reports
configured and the applications of the EDS station existing EDS
• Distribute reports using printers and various output
will be covered extensively. This course is designed • Manage the data storage of the EDS
files
for anyone who will be using or managing the EDS. • Demonstrate how to view and interpret error
• Create custom reports and ad-hoc queries using
messages
various 3rd party applications such as Crystal
Prerequisites • Build reports using the EDS Report Builder
Reports and MS Excel
There are no prerequisites for this course. • Build custom graphics using the EDS
Graphics Builder

The Ovation expert control system, a key component of the proven PlantWeb™ digital architecture, delivers higher levels
of plant availability, reliability, and environmental compliance.
 64
OVAT IO N

COURSE OV275-WIN COURSE OV280-WIN

AMS Suite: Intelligent Device Manager CEUs : 1.4 Ovation SCADA System CEUs : 2.1

Overview Prerequisites Overview

This 2-day course will provide the student with Students should complete OV100-WIN prior to This 3-day course will provide the student with the skills to
the skills to fully utilize the special features of I/O taking this course. OV270-WIN and either take full advantage of their Ovation SCADA system. Students
related to HART and smart field devices attached OV200-WIN-3.0.X or OV200-WIN-3.1.X will learn the basic components of an Ovation SCADA system.
to the Ovation™ system. Students will learn the are also recommended. Items discussed will include SCADA Servers, remote terminal
basic components of an Ovation system. Items units, scan blocks, lines, ports, configuration tool, protocol
discussed will include physical attachment of field Topics analyzers and more. Students will establish communications
devices to the Ovation I/O modules, building of • Identify the configuration of components in an using available Allen-Bradley, MODBUS or DNP 3.0 protocols.
HART/smart data points in the system, analysis Ovation system using Hart/smart devices This course is intended for technicians and administrators
of the data available from the field device, and • Attach HART/smart field devices to the Ovation using the Ovation SCADA system.
diagnosis of problems that may occur. This course I/O cards
is intended for technicians and administrators • Build database points for the field devices Prerequisites
using an Ovation system that includes HART and • Use AMS™ Suite to obtain data from the devices Students should complete OV100-WIN and OV270-WIN
smart field devices. • Diagnose common problems and configuration prior to taking this class. OV200- WIN is also recommended,
errors but not required.

Topics
• Identify the purpose and components in an Ovation SCADA
system
• Identify the licensing requirements of an Ovation SCADA
system
• Use the configuration tool to access and modify the system
Extensive training opportunities are available for project • Analyze the communication protocols used with and
Ovation SCADA system
managers, engineers, operators, technicians and system
• Utilize the protocol analyzer to interpret signal traffic
administrators. between the SCADA Server and RTUs
• Interpret scan block data
• Create Ovation graphics to interface to the Ovation SCADA
system
 65
OVAT IO N

COURSE OV330-WIN COURSE OV230-WIN

Ovation™ Advanced Control CEUs : 3.5 Ovation System Administration CEUs : 3.5

Overview Topics
This 5-day course will provide students • Navigate and understand the Ovation™
Overview
with an understanding of Ovation™ system engineering tools Developer Studio for
This 5-day course is intended for students who will implement
licensing, security, configuration, backup and Windows)
their own control programs, or who will make significant
recovery. Students will learn how to navigate • Understand licensing of the Ovation™ system
modifications
the Ovation™ file system as well as basic • Implement process control and user security
to existing programs. Using previous control building
administration skills. Students will also explore in the Ovation™ system (2.3 and lower)
knowledge,
Ovation workstation hardware. This course is • Apply system configuration changes to the
the student will learn how to implement control design in
intended for Ovation™ system administrators Ovation™ system
an Ovation™ environment. This course is a continuation of
and those wishing to complete the Ovation • Add new and modify existing drops to the
the control topics discussed in OV200-WIN. The course will
Certification Program. Ovation™ system
emphasize the proper selection, configuration and application
• Navigate and understand the Ovation file
of algorithms
Prerequisites systems, structure, sharing and security
in the Ovation™ control system.
Students must have a good understanding • Backup the Ovation database and required
of Ovation system architecture. Experience files to various media
Prerequisites
working in a Windows environment is helpful • Load an Ovation™ system
Prior completion of OV200-WIN is strongly recommended. A
but not necessary. Prior completion of the • Recover the Ovation database and required
working knowledge of control systems and control theory is
OV100-WIN, OV200-WIN and OV210-WIN, files from backup
suggested.
courses, is highly recommended but not • Understand upgrading
required. and maintaining
Topics
the Ovation™ hardware.
• Apply, tune and track all appropriate algorithms
in open- and closed-loop configurations.
• Select, filter and compensate transmitter inputs.
• Implement complex sequential control.
• Appreciate important closed-loop control forms.
• Configure general math computations.
• Describe the interface of selected algorithms
to input/output hardware.
• Use algorithms for timing, counting, accumulation
and system-time applications.
 66
OVAT IO N

COURSE OV245-WIN COURSE OV270-WIN

Ovation Process Historian CEUs : 3.5 Ovation with HART
and Smart Devices CEUs : 1.4
Overview
This 5-day course will teach students to configure and retrieve historical data
using the Ovation Process Historian. The course covers data collection, data Overview
storage and data retrieval. Students will learn how to configure Ovation points This 2-day course will provide the student with the skills to fully utilize the
and the Ovation system for collection. This course is intended for people who special features of I/O related to HART and smart field devices attached
will configure, access and maintain the Ovation Process Historian and the to their Ovation system. Students will learn the basic components of
Report Scanner/ Report Generator drops of the Ovation system. an Ovation system. Items discussed will include physical attachment of
field devices to the Ovation I/O modules, building of HART/smart data
Prerequisites points in the system, analysis of the data available from the field device
Students must have a good understanding of the Ovation system architecture and diagnosis of problems that may occur. This course is intended for
and how database point records are built and maintained in the Ovation technicians and administrators using an Ovation system that includes HART
Windows-based system. It is recommended that students attend an OV100- and smart field devices.
WIN course prior to attending this course.
Prerequisites
Topics Students should complete OV100-WIN prior to taking this course.
• Describe the functions of the Ovation OV200-WIN and OV210- WIN are also recommended.
• Process Historian and related components
• Configure scanners and points for collection Topics
• Recognize the Ovation Process • Identify the configuration of components in an Ovation™ system using
• Historian database scheme and understand the concept of a relational HART/smart devices
database management system (RDBMS) • Attach HART/smart field devices to the Ovation I/O cards
• Understand the Ovation Process Historian architecture and hardware • Build Database points for the field devices.
• Install and configure the Ovation Process Historian report manager • Use AMS™ Suite to obtain data from the devices
• Schedule, automate and manipulate reports • Diagnose common problems and configuration errors.
• Distribute reports using various techniques such as email,
web publishing, printers and various output files
• Create custom reports and ad-hoc queries using various third-party
applications such as Crystal Reports, MS Excel, MS Access and SQL
• Create historical trends and build global trend groups
• Create historical point, alarm, SOE, op-Event, ASCII and common reviews
• Analyze the Ovation Process Historian with the diagnostic tools available
 67
OVAT IO N

COURSE OV300-WIN COURSE OV310-WIN

Ovation Troubleshooting CEUs : 3.5 Advanced Ovation Graphics CEUs : 2.8

Overview Prerequisites Overview

This 5-day course provide students with the Students must have a basic understanding This 4-day course will give students the ability to use
skills and methods to troubleshoot and repair of the Ovation system architecture, database application programs and advanced programming
faults in the data acquisition and control point records, system controls, and process techniques, including the use of memory segments
functions of the Ovation system. Students diagrams. combined with pointer manipulation to enhance advanced
will be required to isolate faults anywhere in graphic programming skills. These courses are intended for
the signal path - from the field terminations It is strongly recommended that students anyone who will build specialized process diagram displays
to the I/O modules, through the controller, attend the OV100- WIN and OV200- WIN for the Ovation™ system.
across the network and into the graphic courses prior to attending this course. The
display. Students will evaluate single- and OV210-WIN and OV230-WIN courses also Prerequisites
multiple-problem scenarios. These courses provide useful skills that support this course. Students must have a good understanding of the Ovation™
are intended for anyone who may be called to system architecture, database point records and how basic
troubleshoot any part of the data acquisition, Topics graphics are built and maintained in the Ovation™ system.
control or display areas of the Ovation system. • Identify and resolve selected hardware, It is strongly recommended that students attend the OV100
system administration and software - WIN and OV210-WIN courses prior to attending this course.
problems It would also be helpful to have taken the OV200-WIN course
• Troubleshoot the system using if the student wants to improve skills pertaining to graphic
documentation and available tools to interfaces with plant controls.
analyze system faults or problem conditions
• Interpret system error messages. Topics
• Recognize and resolve problems • Define the different memory segments available
with the system administration tool. in the graphics subsystem
• Using a systematic approach to fault • Build several graphics utilizing pointers and memory
analysis, isolate and correct selected segments
network, port and printer faults. • Interpret application programs
• Use the trigger section of the graphics code for efficiency
• Use graphic commands only available in a text editor
• Troubleshoot graphics using available tools
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OVAT IO N

COURSE OV270-WIN COURSE OV360-WIN

Ovation with HART Ovation Security

and Smart Devices CEUs : 3.5 for 2.4 Systems or Later CEUs : 3.5

Overview Overview
This 5-day introductory networking course will provide This 5-day course will guide students in the proper planning and installation of security for
students with an understanding of general networking Ovation™ 2.4 and higher level systems. Students will discuss and come to understand Ovation
concepts, as well as Ovation™-specific network configurations external and internal security concerns, and learn to apply appropriate safeguards. Students
for Fast Ethernet systems. Students will learn the basic will install and configure Ovation compatible Windows Server 2003 Domain Controllers,
networking skills required for general network administration Windows XP service packs and Windows security patches. The student will configure Ovation
and troubleshooting. Students will also be provided with security using the Ovation Security Manager and have a basic understanding of Windows
hands-on knowledge of switch and router configuration group policy objects.
for use in Ovation™ systems. This course is intended
for Ovation™ network administrators, Ovation™ system Prerequisites
administrators and those wishing to Complete the Ovation™ This course is designed for students who will administer Ovation™ 2.4-level or higher systems.
Certification Program. It is recommended that students attend OV230-WIN and have a basic understanding of
Ovation™ system configuration and security concepts prior to attending this course. No prior
Prerequisites knowledge of Windows-based security is required.
Prior completion of the OV230-WIN course is recommended
but not required. Topics
• Identify and explain Ovation-specific internal and external security threats
Topics • Plan and implement Ovation 2.4 software installation including Windows 2003 Server,
• Explore basic networking concepts including the OSI Windows service packs and Windows security patches
reference model, MAC addressing, TCP/IP, IP addressing, • Describe the function of the Ovation Security Manager.
multicast addressing and local area networks • Create and manage user accounts, computer accounts, and Ovation roles and group policies
• Implement an Ovation specific network • Create and manage Ovation point security groups
addressing scheme and network topology • Manage and understand domain policies
• Define and explore basic network commands • Create and manage Ovation domain administrators
• Define network devices and media and • Design and implement a specific Ovation security
their relation to the OSI reference model configuration Explore the Windows group policy objects
• Configure Cisco 2600 series routers, Cisco3550 series
switches and Cisco 2950 switches series for use in an
Ovation network (where applicable)
• Configure and implement SNMP for Ovation
• Troubleshoot inter-networked systems
with network tools and software
• Configure and apply third-party networking software
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OVAT IO N

COURSE OV400-WIN

Ovation Certification Program CEUs : 3.5

Overview Prerequisites
This is a 5-day blend of (core) course subjects. The course comes complete with a Students must have a strong background and understanding of the Ovation system
vigorous examination designed to test and measure the student’s proficiency in areas and demonstrated proficiency in programming, configuring and troubleshooting said
related to database building, control implementation, graphic linkage of process points system. Before enrolling in the Ovation Certification program, students are required to
and control algorithms and troubleshooting on a system wide basis. Earning Ovation have attended and completed the full course-length offerings of the following courses:
Certification acknowledges the competency of the individual while working within OV100, OV200, OV210, OV300.
the Ovation product lines and enhances their abilities in addressing, assessing and
repairing problematic situations within the Ovation system. During the 5-day course of Topics
(core) subject’s instruction, attending students may elect to complete the examination • Building, saving and implementing the Oracle database
during mid-week subject reviews. The attending students have two chances of achieving • Constructing control sheets using both
certification during this 5-day offering. Failure to achieve the desired results will result in Boolean and Analog logic
the student having to retest via web-access at a later period-of-time. A 100-point online • Loading and configuring the Ovation controller
exam is administered in which students are required to achieve a score of 80% or greater • Designing graphics with control implementation
to successfully gain certification. Ovation certification is valid for three years and is • Troubleshooting procedures as related to I/O and Controller modules
applicable to the current software revision only.
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OVAT IO N

COURSE OV215-WIN COURSE OV235

Ovation™ Software Project CEUs : 7.0 Ovation™

SIS Implementation CEUs : 3.5
Overview
This 10-day course is designed for those who have a need or desire for a good, general, overall Overview
understanding of Ovation® system software and software utilities. This course contains and This 5-day course is designed to provide an overall
connects software topic segments from five different Ovation one week courses: OV100- understanding of the Ovation Safety System. This
WIN, OV200-WIN-3.0.X, OV210-WIN, OV230-WIN and OV300-WIN. The topics covered include course is intended for people who work with the
Ovation application functions; the Developer Studio architecture; point building; creating and Ovation SIS systems.
modifying control sheets; creating and modifying graphics; backing-up MMIs including
a domain controller; and adding points for collection to an Ovation Process Historian. This Prerequisites
course is not intended to replace the five one-week courses directed toward personnel who Students must be knowledgeable in Ovation™ point
have a singular need for the detailed knowledge provided in the one-week courses. The course record field content and Ovation™ control algorithm
does not involve implementing any I/O modules. A sequel course, OV216-WIN, specifically structures. It is suggested that students attend the
focuses on I/O applications and is scheduled to follow OV215-WIN. OV100-WIN course prior to taking this course. If the
student is going to be heavily involved in creating
Prerequisites control interfaces, it is also suggested that the
There are no prerequisites for this course. OV200- WIN course be taken.

Topics Topics
• Identify the major components of an Ovation system • Recognize the terminology used with an Ovation™
• Understand basic Ovation terminology SIS
• Demonstrate basic Ovation operator functions • Describe the functions of the Ovation™
• Understand data movement in an Ovation system SIS network and its components
• Understand the hierarchy and basic right click functions within the Ovation Developer Studio • Describe the general architecture of an Ovation™
• Use the Ovation Developer Studio to modify and create points SIS
• Monitor control that has been implemented in an Ovation system • Monitor Ovation™ SIS using the data acquisition
• Interpret and tune implemented control using the available tools tools
• Build and modify control schemes using the Developer Studio • Configure an Ovation™ SIS network and SIS
• Interpret and modify tracking schemes to meet specific control requirements Controller
• Recognize the relationship between control schemes and graphic diagrams
• Implement given control requirements using the Developer Studio
• Evaluate and determine the proper operation of a control scheme using the tools and
methods provided
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OVAT IO N

COURSE OV295-WIN COURSE OV355-WIN

Ovation Third-Party Ovation Wireless with Wireless HART CEUs : 1.4

I/O Interfaces CEUs : 2.1
Overview
Overview This 2-day course reviews the major components in an Ovation wireless system
This 3-day teaches the students how to create specialized I/O links (wireless transmitters, gateways and the components of the SmartPack™). The
to non-Ovation™ field devices using both serial link modules and the student is taught how to utilize the available configuration tools to set up an
Ovation™ Ethernet highway. The course covers configuring and loading Ovation wireless interface and add transmitters to an existing network.
link controller modules, creating third party points, memory mapping,
adding third party drivers to controllers and the Ovation™ addressing Prerequisites
requirements. There are no prerequisites for this course.

Prerequisites Topics
There are no prerequisites for this course. • Understand Wireless HART® communications and Terminology
• Identify the Wireless HART® configuration components
Topics • Attach Wireless HART® field devices and Gateway to the Ovation DCS
• Understand the Architecture and the functionality of the Ovation™ Fast • Build Database points for the field devices
Switched • Identify Wireless HART® Applications
• Ethernet Highway, and the need to protect it from external sources • Commission a Wireless HART® Device
• Define MAC and IP addressing, and Ethernet protocols
• Understand how Ethernet switches work
• Understand the Ovation™ IP addressing requirements
• Understand the various options for connecting Third Party I/O to the COURSE OV365-WIN
Ovation™ Highway
Ovation Security Center CEUs : 3.5
• Understand the Modbus register concept
• Understand the Modbus commands available in Ovation™ releases
• Be Aware of the difference in Modbus Drivers based on Ovation™ Overview
Releases This 5-day course consists of a suite of security packages and services that has
• Be Able to install Ovation™ Modbus drivers the ability to enhance and manage the cyber security of Ovation expert control
• Be Able to build systems without disrupting the controlled process. The OSC is a key component in
Ovation™ Point records for communication to Modbus achieving NERC CIP compliance by offering services such as: Patch Management,
• Verify successful communications between Ovation™ and a PC Modbus Event Management, and Malware Prevention. The course will examine how to
simulation configure and maintain the components of an OSC system on Ovation levels 2.4
• Interpret Ovation™ Controller Modbus error codes and newer on Window’s OS and Ovation levels 1.7 and newer on Solaris OS.
• Recognize Fundamental AB Data Files
• Be Able to install Ovation™ Allen-Bradley Drivers Prerequisites
• Be Able to build Ovation™ Point records to communicate to an AB There are no prerequisites for this course.
SLC500
• Verify successful communications between Ovation and the AB SLC500
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OVAT IO N

COURSE OV216-WIN
Ovation Hardware Project CEUs : 3.5

Overview will be the application and activation of remote I/O, relay • Demonstrate remote I/O
This 5-day course was developed for personnel whose modules, serial link modules and third-party I/O as well • Understand recovery of hard drive failures on MMI(s)
primary interest and/ or assignment is maintaining as an exercise requiring a complete reload of a software Configure Cisco switches and routers
Ovation® hardware. Selected topics from the OV100- server in order to understand how to recover from a • Monitor various LEDs of the system
WIN, OV200-WIN, OV300-WIN and OV320-WIN courses hard drive failure. • Build various RM records
are incorporated and expanded to cover hardware • Recognize system administration tool problems
features of the controllers, the power supplies, the most Prerequisites and apply a solution
commonly applied I/O modules, the Cisco switches Students must have attended either OV215-WIN or both • Implement closed loop control
and the Dell MMIs. Hardware information contained OV100-WIN and either OV200-WIN-3.0.X or OV200-WIN- • Evaluate and determine operation of power supplies
within node and module records are explained, and 3.1.X prior to attending this course. • Implement given control requirements using the
the criteria for adding and changing modules assigned Developer Studio
to a branch and slot positions are defined. Hands-on Topics • Evaluate and determine the proper operation of a
exercises include building control sheets and linking • Utilize documentation to analyze faults control scheme using the tools and methods provided
inputs and outputs to selected modules. Also, included • Interpret Ovation system error messages

COURSE OV370-WIN

Ovation Turbine Control System CEUs : 3.5

Overview Topics
This 5-day course provides expert knowledge of • Understand major Ovation operator functions as • Retrieve historical trend data for valve curve tuning
the Ovation turbine control system (TCS). Turbine they apply to turbine control, including the process • Import data into an Excel spreadsheet, calculate
simulators will be used to demonstrate turbine graphic, alarm, trend and point information systems and plot new valve curves
operation, graphics and control logic. Turbine over • Identify basic functions of turbine control logic
speed protection and trip functions will be closely drawings
examined. The course includes calibration and • Recognize how the turbine control logic connects to
troubleshooting exercises on the speed detector and the turbine control graphics
valve positioner modules. Students will also learn how • Identify the fail-safe design components:
to tune the turbine control feedback loops and turbine (1) power, (2) controller, (3) relay module
valve curves using methods developed by Emerson. • Understand the turbine first out trip logic and
sequence of event (SOE) alarm reporting
Prerequisites • Configure and test a speed detector module
Students must have a good understanding of the • Configure and calibrate a valve positioner or servo
Ovation system architecture. It is recommended that driver module. Identify logic sheets that require
students attend the OV100-WIN, OV200- WIN and field tuning. Discuss field proven tuning examples
OV210-WIN courses prior to attending this course
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OVAT IO N

COURSE OV380-WIN COURSE OV420-WIN

Ovation™ Boiler Control CEUs : 3.5 Ovation™ (Admin) Certification CEUs : 3.5

Overview Overview
This 5-day course is designed for customers who maintain or troubleshoot control This 5-day course is offered as a stand-alone web-based exam or implemented
strategies within the Ovation™ DCS system related to boiler control. This course with a pre-testing review at the Training Center, the OV420-WIN measures
is intended for students who will implement their own control programs, or who the student’s proficiency in areas that address the overall Ovation system
will make significant modifications to existing programs. Using previous control configuration while maintaining the integrity of the system software. It
building knowledge, the student will learn how to implement design pertinent to assesses the students understanding of networking concepts and that of
boiler controls in an Ovation™ environment. This course is a continuation of the switch and router configurations. Achieving Admin Certification acknowledges
control topics discussed in more basic control classes. The course will emphasize the competency of the individual in maintaining the integrity of the Ovation
the proper selection, configuration and application of algorithms in a typical system concerning user access and capabilities. A multi-point examination is
Ovation™ boiler control system. administered and participants are required to achieve a grade score of 80% or
greater to successfully gain certification.
Prerequisites
Prior completion of OV200-WIN and OV330- WIN is strongly recommended. Prerequisites
A working knowledge of control systems and control theory is required. Students should have achieved Ovation (Base) Certification through the
OV400WIN program. Students are required to attend the OV230-WIN, OV320-
Topics WIN and OV245-WIN courses.
• Recognize the terminology used with an Ovation SIS
• Describe the functions of the Ovation SIS network and its components Topics
• Describe the general architecture of an Ovation SIS Upon successful completion of this course, the student will receive Ovation
• Monitor Ovation SIS using the data acquisition tools (Admin) Certification. This accreditation affirms that the student is competent in
• Configure an Ovation SIS network and SIS Controller all areas of the Ovation System and possesses the abilities and understanding
to engineer and supervise the system integrity, communications and user
capabilities.
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COURSE RA331C

Control Wave Troubleshooting Configuration CEUs : 1.4

Overview Topics
This 3-day hands-on course, held at Emerson’s • Intro to ControlWave product family • Diagnostics program for hardware
Interactive Plant Environment, covers the • Hardware options • Understanding communication statistics
installation, wiring of external devices, • LocalView for local communications • Establishing an Ethernet/IP communication link
troubleshooting, hardware configuration and • Wiring external devices • Hands-on troubleshooting
maintenance of the ControlWave product family. • Local serial communications
This course will equip you with the necessary • Downloading ControlWave project loads
knowledge and practice needed to configure • Viewing live data using Dataview
the ControlWave hardware for communications. • Collecting archive and audit logs
Learn how to troubleshoot and utilize software • Creating and saving configurations
application programs to perform diagnostics and • Flashing firmware
monitor live data and communication statistics

COURSE RA441 COURSE RA442

Control Wave Designer Fundamentals CEUs : 2.5 Control Wave Designer

Communications Programming CEUs : 1.1
Overview
This 2½-day hands-on course covers programming the ControlWave
Overview
product family using the ControlWave Designer IEC61131-3 software and
This 1-1/2-day course is a continuation of ControlWave® Designer
the Designer function block library.
Fundamentals course focusing on networking and communications.
Participants will program the ControlWave to communicate to other
This course will provide the participant the necessary knowledge and
devices in a network, as well as transfer and receive signal lists using
skills required to define and control inputs and outputs of related real
serial and IP communications. Other application software will be utilized
world applications. Participants will generate and debug simple control
to configure, establish, and debug communications with these devices.
strategy programs using Function Block, Ladder Logic, Structured Text, and
Participants will learn the advanced methods of communicating to Bristol
Sequential Function Chart programming. They will also learn the basics of
and ControlWave devices using Client/Server modules, and to Modbus
ControlWave communications, historical data storage, alarming, hardware
protocol devices using custom function blocks.
configurations and much more.

Topics
Topics
• Client/Server Function Blocks
• Ladder Logic
• Modbus Programming
• Structured Text
• System Communication Variables
• Function Block Diagram
• BSAP Network Communications
• Creating User Function Blocks
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COURSE RA 1220 COURSE RA 900

FloBoss Configuration and Operation CEUs : 3.2 Flo Boss S600+

Operator Fundamentals CEUs : 1.4
Overview
This 4½-day course will provide an overall working knowledge of the FloBoss
Overview
103, FloBoss 107 and the FloBoss 107E. Participants are presented with a
The 2-day FloBoss S600+ Fundamentals course will have participants become
comprehensive view of the FloBoss 103/107/107E hardware and software to
familiar with the FloBoss S600+ hardware, the startup menu, fundamental
obtain the necessary knowledge needed to effectively install, configure and
features of the S600+ applications. Be able to operate FloBoss S600+ front
maintain the FloBoss 103/107/107E products. Each student will be provided
panel and web-server. Be able to download and upload configurations. Be
with a PC (ROCLINK preinstalled), a Remote Automation Solutions RTU, a
able to edit S600+ configuration files using PC Setup, Report Editor, Modbus
communications cable, and a workbook for the duration of the class.
Editor and Display Editor.

Prerequisites
The FloBoss S600+ Fundamentals course provides an overview into the
Participants should have a working knowledge of their application/process
hardware and operational aspects of the FloBoss S600+ flow computer
and should also have advanced PC knowledge and be thoroughly familiar with
Microsoft Windows operating systems (XP or later versions).
Topics
• Introduction to S600+
Topics
• Standard Application Overview
• FloBoss 103/107/107E Hardware Overview
• S600+ Hardware Overview
• Flow Measurement Review
• Navigating Displays
• Overview on MVS Product
Editing Display Items
• Set Up Multi-Dropping on MVS
• Editing Configurations with Config600
• FloBoss Configuration
• Using Config600 Transfer
• Elements of a Basic Configuration
• Setting and Checking ROC System Flags
• Set and Check ROC Information COURSE RA 901
• Configuring I/O Points
• Calibrating AI and AO points Flo Boss S600+ Advanced CEUs : 1.7
• Communication Basics
• Configuring AGA Flow Calculations
• Configuring FloBoss History Overview
• Building FloBoss Displays The 2½-day advanced course provides an insight into the generation of
• FST Workshop application configurations for the FloBoss S600+.

Topics
• Loading Config600 Pro Software License
• Firmware Versions
• Using System Editor Object Types
• Logicalc Editor
• Registering Tickets - Do’s and Don’ts
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COURSE RA 902 COURSE RA 802

Flo Boss S600+ Combined CEUs : 3.2 Open Enterprise SCADA

Systems Intermediate CEUs : 3.2
Overview
The 4½-day course will provide participants hardware knowledge of the Overview Topics
S600+. How to navigate the keypad display and be able to create and This 4 ½-day course will equip the participant • Configure Security
edit S600+ configurations using Config600 software. The FloBoss 600+ to be able to; configure the communications, • Historical Collections
Combined Course is a combination of both the fundamentals course and security, historical, alarming, asset modeling and • Alarming
the advanced course in one. other major subsystems of an OpenEnterprise • Asset Modeling
and Workstation (version 3.x). Most of the tools • Work Flows
Topics within the OpenEnterprise Administrative Tools • Local Signals and Alarms
• Standard Application • Loading Config600 Pro Software License will be covered during this class. • Administrative Tools
Overview S600+ • Firmware Versions
• Hardware Overview • Using System Editor Object Types
Navigating Displays • Logical Editor COURSE RA 802
• Editing Display Items • Registering Tickets - Do’s and Don’ts
• Editing Configurations with Energy and Transportation Solutions
Config600 Using Config600 Transfer FloBoss Configuration & Operations CEUs : 3.2

Description
COURSE RA 801 This 4-1/2 day course will provide an overall working knowledge of the FloBoss 103, FloBoss

Open Enterprise SCADA

107. Participants are presented with a comprehensive view of the FloBoss 103/107 hardware
and ROCLINK800 software to obtain the necessary knowledge needed to effectively install,
Systems Basics CEUs : 3.2 configure and maintain the FloBoss 103/107 products. Each student will be provided with a PC
(ROCLINK800 preinstalled), a FloBoss 107RTU, a communications cable and a workbook for the
Overview duration of the class. However, participants are encouraged to bring their laptop to class.
This 4 ½-day course provides a very brief introduction to the Topics
OpenEnterprise Server, and more detailed coverage of the Open • Topics • Calibrating AI and AO Points
Enterprise Workstation and OpenEnterprise Reporting packages (version • Flow Measurement Review • Overview of MVS Products
3.x). At the conclusion of the class, students will be able to install a simple • FloBoss 103/107 Hardware Overview • Setup of Multi-dropping of MVS
OE Server and Workstation, configure communications with Remote • FloBoss • Configuring AGA Flow Calculations
Automation Solution’s RTU’s and then begin building HMI displays, • Check and Set ROC Information • Configuring FloBoss History
trends, alarm windows, and develop a basic user interface using these • Check and Set ROC System Flags • Modbus Tables
products. • Communication Basics • PID Configuration
• Elements of a Basic Configuration • Building FloBoss Displays
Topics • Configuring I/O Points • FST Workshop
• Database Structure • Creating Reports
• Creating Display Objects • Calculation Server Audience Prerequisites
• Alarm Windows, Alarm & Event History • Communications Manager This Remote Automation Solutions course is Knowledge of their application/process and
• Creating and Configuring Trends • Data Collection for engineers, technicians and others involved should also have advanced PC knowledge and
• Data Export • Plant Area Grouping with the configuration and operation of the be thoroughly familiar with Microsoft Windows
FloBoss 103 and FloBoss 107 products. operating systems (XP or later versions).
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COURSE RA802
Open Enterprise SCADA
Systems Intermediate CEUs : 2.8

Overview
Learn programming for PACSystems, 90/70, 90/30, and VersaMax controllers in this
Machine Edition class featuring the PACSystems RX3i Controller. This 4-days class
covers programming techniques and the advanced features of the PACSystems
Controller using Logic Developer PLC Machine Edition software. Starting with the
controller software architecture, students are taught how to effectively develop
control applications using building block concepts. This course builds upon Object-
Oriented concepts with PACSystems User-Defined Function Blocks (UDFBs), as well
as the development and troubleshooting of control systems using Proficy Logic
Developer PLC and PAC Systems Controllers.

Prerequisites
Participants should be comfortable operating in a Microsoft Windows environment,
and have a basic understanding of electrical/ control fundamentals.

Topics
Upon completion of this course, the student will be able to:
• Describe Control System Architectures& Operational Fundamentals
• Operate Proficy Machine Edition
• Establish and Utilize Communications to the Controller
• Configure a Controller and its associated hardware modules
• Effectively use and create Controller Variables
• Create Projects in Ladder Diagram (LD), Function Block Diagram (FBD), and
Structured Text (ST)
• Understand and program Arithmetic, Timer, Counter, and Move operations
• Utilize programming guidelines for developing robust control applications
• Use User Defined Function Blocks (UDFBs) to build structured applications
• Effectively use the Machine Edition Tool chest as a repository for Application Building
Blocks
• Create, Monitor, and Modify running Controller applications