Instrumentation and Control Technician

Transcription

1 Occupational Analyses Series Instrumentation and Control Technician 2007 Trades and Apprenticeship Division Workplace Partnerships Directorate National Occupational Classification: Disponible en français sous le titre : Division des métiers et de l apprentissage Direction des partenariats en milieu de travail 2243 Technicien/technicienne en instrumentation et contrôle

2 Her Majesty the Queen in Right of Canada, 2007 Cat. No.: HS42-1/ E ISBN

3 FOREWORD The Canadian Council of Directors of Apprenticeship (CCDA) recognizes this National Occupational Analysis as the national standard for the occupation of Instrumentation and Control Technician. Background The first National Conference on Apprenticeship in Trades and Industries, held in Ottawa in 1952, recommended that the federal government be requested to cooperate with provincial and territorial apprenticeship committees and officials in preparing analyses of a number of skilled occupations. To this end, Human Resources and Social Development Canada (HRSDC) sponsors a program, under the guidance of the Canadian Council of Directors of Apprenticeship (CCDA), to develop a series of national occupational analyses. The National Occupational Analyses have the following objectives: to describe and group the tasks performed by skilled workers; to identify which tasks are performed in every province and territory; to develop instruments for use in the preparation of Interprovincial Red Seal Examinations and curricula for training leading to the certification of skilled workers; to facilitate the mobility of apprentices and skilled workers in Canada; and, to supply employers, employees, associations, industries, training institutions and governments with analyses of occupations. - I -

4 ACKNOWLEDGEMENTS The Canadian Council of Directors of Apprenticeship (CCDA) and Human Resources and Social Development Canada (HRSDC) wish to express sincere appreciation for the contribution of the many tradespersons, industrial establishments, professional associations, labour organizations, provincial and territorial government departments and agencies, and all others who contributed to this publication. Special acknowledgement is extended to the following representatives from the trade. Ken Adams Dave Arnott Stuart Bolland Paul Brown Tyler Crowdis Michael Emiry Jason Moffatt Brian Rachkowski Mark Steinwand Alberta Newfoundland and Labrador British Columbia Manitoba Nova Scotia Saskatchewan New Brunswick Ontario Northwest Territories This analysis was prepared by the Workplace Partnerships Directorate of HRSDC. The coordinating, facilitating and processing of this analysis were undertaken by employees of the National Occupational Analysis (NOA) development team of the Trades and Apprenticeship Division. Larry Zeisman for the host jurisdiction of Alberta also participated in the development of this NOA. - II -

5 TABLE OF CONTENTS FOREWORD ACKNOWLEDGEMENTS LIST OF PUBLISHED NATIONAL OCCUPATIONAL ANALYSES STRUCTURE OF ANALYSIS DEVELOPMENT AND VALIDATION OF ANALYSIS I II V VII VIII ANALYSIS SAFETY 3 SCOPE OF THE INSTRUMENTATION AND CONTROL TECHNICIAN TRADE 4 OCCUPATIONAL OBSERVATIONS 6 BLOCK A OCCUPATIONAL SKILLS Task 1 Maintains tools and equipment. 7 Task 2 Organizes work. 10 Task 3 Performs routine trade activities. 14 BLOCK B MEASURING AND INDICATING DEVICES Task 4 Task 5 Task 6 Services pressure, temperature, level and flow measuring and indicating devices. 18 Services motion, speed, position and vibration measuring and indicating devices. 21 Services mass, density and consistency measuring and indicating devices. 23 BLOCK C ANALYZERS, SAFETY SYSTEMS AND SECURITY SYSTEMS Task 7 Services analyzers. 26 Task 8 Services safety systems and security systems. 29 BLOCK D ENERGY SYSTEMS Task 9 Services hydraulic equipment. 32 Task 10 Services pneumatic equipment. 33 Task 11 Services electrical and electronic equipment III -

6 BLOCK E FINAL CONTROL ELEMENTS Task 12 Services valves. 37 Task 13 Services actuators. 39 Task 14 Services positioners. 40 BLOCK F COMMUNICATIONS, NETWORKING AND SIGNAL TRANSMISSION Task 15 Services signal transmission systems. 42 Task 16 Services signal converters. 45 Task 17 Services Supervisory Control and Data Acquisition (SCADA) systems. 47 BLOCK G CONTROL SYSTEMS Task 18 Implements process control strategies. 50 Task 19 Services stand-alone controllers. 52 Task 20 Services programmable logic controllers (PLCs). 54 Task 21 Services distributed control systems (DCSs). 57 Task 22 Services human machine interface (HMI). 61 APPENDICES APPENDIX A TOOLS AND EQUIPMENT 67 APPENDIX B GLOSSARY 71 APPENDIX C ACRONYMS 75 APPENDIX D BLOCK AND TASK WEIGHTING 77 APPENDIX E PIE CHART 81 APPENDIX F TASK PROFILE CHART 83 - IV -

7 LIST OF PUBLISHED NATIONAL OCCUPATIONAL ANALYSES (Red Seal Trades) TITLE NOC Code Appliance Service Technician (2005) 7332 Automotive Painter (2005) 7322 Automotive Service Technician (2005) 7321 Baker (2006) 6252 Boilermaker (2003) 7262 Bricklayer (2007) 7281 Cabinetmaker (2000) 7272 Carpenter (2005) 7271 Concrete Finisher (2006) 7282 Construction Electrician (2003) 7241 Cook (2003) 6242 Electrical Rewind Mechanic (1999) 7333 Electronics Technician Consumer Products (1997) 2242 Farm Equipment Mechanic (2000) 7312 Floorcovering Installer (2005) 7295 Glazier (2004) 7292 Hairstylist (2005) 6271 Heavy Duty Equipment Technician (2004) 7312 Industrial Electrician (2003) 7242 Industrial Mechanic (Millwright) (2007) 7311 Instrumentation and Control Technician (2007) 2243 Insulator (Heat and Frost) (2000) 7293 Ironworker (Generalist) (2006) 7264 Ironworker (Reinforcing) (2006) 7264 Ironworker (Structural/Ornamental) (2006) 7264 Lather (Interior Systems Mechanic) (2002) 7284 Machinist (2005) 7231 National Occupational Classification - V -

8 TITLE NOC Code Metal Fabricator (Fitter) (2003) 7263 Mobile Crane Operator (2006) 7371 Motorcycle Mechanic (2006) 7334 Motor Vehicle Body Repairer (Metal and Paint) (2005) 7322 Oil Burner Mechanic (2006) 7331 Painter and Decorator (2007) 7294 Partsperson (2005) 1472 Plumber (2003) 7251 Powerline Technician (2004) 7244 Recreation Vehicle Service Technician (2006) 7383 Refrigeration and Air Conditioning Mechanic (2004) 7313 Roofer (2006) 7291 Sheet Metal Worker (2006) 7261 Sprinkler System Installer (2003) 7252 Steamfitter Pipefitter (2007) 7252 Tilesetter (2004) 7283 Tool and Die Maker (2005) 7232 Transport Trailer Technician (2003) 7321 Truck and Transport Mechanic (2000) 7321 Welder (2004) 7265 Requests for these National Occupational Analyses may be forwarded to: Trades and Apprenticeship Division Workplace Partnership Directorate Human Resources and Social Development Canada 140 Promenade du Portage, Phase IV, 5th Floor Gatineau, Quebec K1A 0J9 These publications are also available to order or download online at: Links to Essential Skills Profiles for some of these trades are also available on this website. - VI -

9 STRUCTURE OF ANALYSIS To facilitate understanding of the occupation, the work performed is divided into the following categories: Block Task Sub-Task Supporting Knowledge and Abilities the largest division within the analysis which reflects a distinct set of operations relevant to the occupation. the distinct activity that, combined with others, makes up the logical and necessary steps the worker is required to perform in a block. the smallest division of work activities that, combined together, fully describe all duties of a task. the elements of skill and knowledge that an individual must acquire to adequately perform a sub-task. Information on the following areas of this occupation is also provided throughout the analysis: Trends Context Related Components Tools and Equipment any shifts or changes in technology that affect the block. statements written to clarify the intent and meaning of tasks. components related to a specified task being undertaken. types of tools and equipment necessary to perform the work on all given tasks identified within the block. More detailed lists of these types are shown in Appendix A. The appendices located at the end of the analysis are described as follows: Appendix A Tools and Equipment Appendix B Glossary Appendix C Acronyms Appendix D Block and Task Weighting Appendix E Pie Chart Appendix F Task Profile Chart a non-exhaustive list of tools and equipment used in this trade. definitions or explanations for terms used in this analysis. a list of acronyms used in this analysis with their full name. the block and task percentages as submitted by each jurisdiction at the validation stage and the national averages of these percentages. a graph which depicts the national percentages assigned to blocks. a chart which outlines graphically the blocks, tasks and sub-tasks of this analysis. - VII -

10 DEVELOPMENT AND VALIDATION OF ANALYSIS Development of Analysis A draft analysis is developed by a committee of industry experts in the field led by a team of facilitators from HRSDC. This draft analysis breaks down all the tasks performed in the occupation and describes the knowledge and abilities required for a tradesperson to demonstrate competence in the trade. The NOA development team then forwards a copy of the analysis and its translation to provincial/territorial authorities for a review of its content and structure. Their recommendations are assessed and incorporated into the analysis. Validation and Weighting Method This copy of the analysis is sent to all provinces/territories for validation and weighting. Each jurisdiction validates the document with the use of a provincial/territorial trade advisory committee. They examine the blocks, tasks and sub-tasks of the analysis: BLOCKS TASKS SUB-TASKS Each committee assigns percentages to blocks based on the number of questions that they would assign for each block on a hundred question examination of the entire trade. Each committee assigns percentages to tasks based on the number of questions that would be assigned to each task on a hundred question examination for its block. s are examined by each committee and they indicate with a YES or NO whether or not each sub-task is performed by the skilled workers within the occupation in their jurisdiction. The results of this exercise are submitted to the NOA development team who then analyzes the data and incorporates it into the document. The analysis provides the individual jurisdictional validation results as well as the national averages of all responses. The national averages for block and task weighting provide guidelines for the development of the Interprovincial Red Seal Examination for the trade. This method for the validation of the National Occupational Analysis also identifies common core sub-tasks across Canada for the occupation. If at least 70% of the responding jurisdictions perform a sub-task, it shall be considered common core. Interprovincial Red Seal Examinations are based on the common core sub-tasks identified through this validation process. - VIII -

11 Definitions for Validation and Weighting YES NO NV ND NOT COMMON CORE (NCC) BLOCK % TASK % sub-task is performed by qualified workers in the occupation in a specific jurisdiction. sub-task is not performed by qualified workers in the occupation in a specific jurisdiction. Not Validated by a province/territory. Not Designated in a province/territory. sub-task, task or block is performed by less than 70% of responding jurisdictions; these are not to appear on the Interprovincial Red Seal Examination for this trade. the average percentage of questions that will be placed on an Interprovincial Red Seal Examination to assess each block of the analysis. the average percentage of questions that will be placed on an Interprovincial Red Seal Examination to assess each task of the analysis. Provincial/Territorial Abbreviations NL NS PE NB QC ON MB SK AB BC NT YT NU Newfoundland and Labrador Nova Scotia Prince Edward Island New Brunswick Quebec Ontario Manitoba Saskatchewan Alberta British Columbia Northwest Territories Yukon Territory Nunavut - IX -

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13 ANALYSIS

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15 SAFETY Safe working procedures and conditions, accident prevention, and the preservation of health are of primary importance to industry in Canada. These responsibilities are shared and require the joint efforts of government, employers and employees. It is imperative that all parties become aware of circumstances that may lead to injury or harm. Safe learning experiences and work environments can be created by controlling the variables and behaviours that may contribute to accidents or injury. It is generally recognized that safety-conscious attitudes and work practices contribute to a healthy, safe and accident-free work environment. It is imperative to apply and be familiar with the Occupational Health and Safety Acts and Workplace Hazardous Materials Information System (WHMIS) Regulations. As well, it is essential to determine workplace hazards and take measures to protect oneself, co-workers, the public and the environment. Safety education is an integral part of training in all jurisdictions. As safety is an imperative part of all trades, it is assumed and therefore it is not included as a qualifier of any activities. However, the technical safety tasks and sub-tasks specific to the trade are included in this analysis

16 SCOPE OF THE INSTRUMENTATION AND CONTROL TECHNICIAN TRADE Instrumentation and Control Technician is this trade s official Red Seal occupational title approved by the CCDA. This analysis covers tasks performed by an instrumentation and control technician whose occupational title has been identified by some provinces and territories of Canada under the following names: Industrial Instrument Mechanic Industrial Instrument Technician Industrial Instrumentation Instrument Technician Instrumentation and control technicians work on measuring and controlling instrumentation. They also service plant process control, monitoring, safety and communications systems. They are knowledgeable in overall plant systems and interactions of processes. Some of the duties of instrumentation and control technicians are: consulting diagrams and technical documentation such as schematics, manuals, standards and codes; maintaining backup and revision documentation for control systems and instrumentation; installing, configuring, calibrating and maintaining control, measurement and indicating instrumentation (pneumatic, analog & digital); configuring and programming Programmable Logic Controls (PLC) and Programmable Automation Controllers (PAC); installing and terminating electrical, pneumatic and fluid connections; inspecting and testing the operation of instruments and systems to diagnose faults; removing, repairing, adjusting and replacing components; calibrating components and systems; assisting engineering in plant design, modification and hazard analysis; maintaining various computer-based control systems; performing scheduled maintenance programs; and, keeping up-to-date with advances in technology in industry and the trade. Some of the instruments include transmitters, analyzers, sensors, detectors, signal conditioners, recorders, controllers and final control elements. They are used in industry to measure and control variables such as pressure, flow, temperature, level, motion, force and chemical composition

17 Instrumentation and control technicians work in various industrial sectors. They may be employed by pulp and paper processing companies, nuclear, thermal and hydro power generating companies, mining, petrochemical, oil and gas companies, steel companies, water treatment facilities, manufacturing companies and industrial instrument servicing establishments. Instrumentation and control technicians may work in hazardous environments where they may be exposed to confined spaces, heights, noise, dust, cold and heat. There may also be risks working with chemicals, gases, radiation, laser equipment and substances under pressure. Key attributes for people entering this trade are manual dexterity, ability to pay attention to detail, strong problem solving and communication skills, and mathematical and scientific aptitude. Instrumentation and control technicians interact with other tradespersons and professionals such as process operators, steamfitters/pipefitters, welders, industrial mechanics (millwrights), electricians and engineers. With experience, they act as mentors and trainers to apprentices in the trade. They could also move into supervisory, design, advanced control, training or sales positions

18 OCCUPATIONAL OBSERVATIONS The computer is increasingly being used for diagnostics, calibration, programming, service and documentation. The use of computerized equipment has raised the level of troubleshooting (diagnosis and repair) ability required by the technician. This has an impact on the education and training required for the trade. Smart devices such as transmitters, valve positioners and variable frequency drives (VFDs) as well as various control systems such as Distributed Control System (DCS) and PLC have had an impact on the education and training required by the trade. There is an increased use of wireless communication. Fibre optics and computer-based controls such as foundation Fieldbus and HART are implemented everywhere. These controls network the equipment, facilitate communication and reduce material and labour costs. Industry is increasingly adopting Safety Integrity Level (SIL) analysis as an extension of Hazard and Operability Studies (HAZOPS) for new plant design. This is already becoming a more prevalent best engineering practice in Europe and the United States of America, and in the Canadian offshore. SIL analysis (within a Safety Instrumented System - SIS) is starting to be used in new plant design for onshore Canadian industrial process plants, particularly in oil and gas and petrochemical facilities. There is an industry trend towards better environmental monitoring such as continuous emission monitoring systems, water treatment and legislation. There is an increased emphasis in overall plant efficiency and quality control using predictive and preventative maintenance programs. Complexity of equipment and changing technologies are resulting in more specialized training and abilities

19 BLOCK A OCCUPATIONAL SKILLS Trends There is a trend towards reliability-centered maintenance and increased use of data communication. The trade is also moving towards using more specialized computer equipment as tools. Related Components All components apply. Tools and Equipment See Appendix A. Task 1 Maintains tools and equipment. Context Instrumentation and control technicians maintain various tools and equipment to ensure optimal efficiency and safe operation Maintains hand tools knowledge of types of hand tools knowledge of hand tool operating procedures knowledge of limitations of use of hand tools ability to organize hand tools ability to store hand tools ability to clean and lubricate hand tools ability to recognize worn, damaged or defective hand tools - 7 -

20 1.02 Maintains portable power tools knowledge of portable power tools and accessories knowledge of portable power tool operating procedures knowledge of limitations of use of portable power tools knowledge of powder actuated tool maintenance procedures and requirements ability to organize portable power tools ability to store portable power tools ability to recognize worn, damaged or defective portable power tools ability to clean and lubricate portable power tools 1.03 Maintains stationary power tools knowledge of stationary power tools such as drill presses, bench grinders, saws and pipe threaders knowledge of stationary power tools operating procedures knowledge of limitations of use of stationary power tools ability to recognize unsafe, worn, damaged or defective stationary power tools ability to clean and lubricate stationary power tools - 8 -

21 1.04 Maintains calibration, configuration and test equipment knowledge of types of calibration, configuration and test equipment such as multimeters, pressure calibrators and handheld communicators knowledge of calibration, configuration and test equipment operating procedures knowledge of limitations of use of calibration, configuration and test equipment knowledge of the maintenance schedule and certification requirements of calibration, configuration and test equipment ability to recognize unsafe, worn, damaged or defective calibration, configuration and test equipment ability to store calibration, configuration and test equipment 1.05 Maintains personal protective equipment (PPE) and safety equipment knowledge of PPE such as safety glasses, gloves, face shields, hearing protection and hard hats knowledge of safety equipment such as fall arrest devices, first aid kit and eye wash station knowledge of PPE and safety equipment operation and limitations knowledge of the maintenance schedule and certification requirements of PPE and safety equipment ability to clean and store PPE and safety equipment ability to recognize unsafe, worn, damaged or defective PPE and safety equipment - 9 -

22 Task 2 Organizes work. Context Instrumentation and control technicians use organizational skills and equipment to perform their tasks in a safe, efficient and effective manner Uses blueprints, schematics and drawings knowledge of symbols and conventions used in blueprints, schematics and drawings such as Instrumentation, Systems and Automation Society (ISA) standards knowledge of metric and imperial systems ability to identify different components found in blueprints, schematics and drawings ability to interpret types of blueprints, schematics and drawings such as wire schematics, piping & instrument drawings (P&ID) and loop drawings ability to produce and revise field drawings 2.02 Applies codes, standards and regulations knowledge of workplace safety and health regulations such as Workplace Hazardous Materials Information System (WHMIS), Transportation of Dangerous Goods (TDG) and Occupational Health and Safety Act (OH&S) knowledge of pertinent standards and codes such as ISA standards, Canadian Standards Association (CSA) and Canadian Electrical Code (CEC) knowledge of federal and provincial/territorial environmental regulations

23 knowledge of hazardous area classifications ability to access codes, standards and regulations ability to interpret information from codes, standards and regulations 2.03 Uses documentation knowledge of types of documentation such as calibration sheets, data sheets and work orders knowledge of schedules such as preventative, predictive and reliability centered maintenance documents knowledge of management of change (facility change management) procedures ability to use software such as spreadsheets, databases and word processors ability to complete or assist in documenting reports such as environmental and safety ability to complete work-related documents such as work orders, log books and permits ability to update standard operating procedures (SOP) ability to access and interpret manufacturers manuals 2.04 Communicates with others knowledge of trade terminology knowledge of verbal and written communication

24 ability to communicate with supervisors, operators and planners regarding work plans ability to consult with clients, colleagues, engineers and tradespersons ability to communicate with suppliers and manufacturers ability to mentor apprentices ability to use hand signals for hoisting and lifting 2.05 Plans job knowledge of established job requirements such as personnel and schedule of operations ability to determine task and personnel requirements ability to schedule work with other trades and personnel ability to estimate time to complete tasks ability to determine the types of tools needed ability to identify required materials and equipment ability to identify usable power sources ability to use preventative, predictive and reliability centered maintenance programs ability to apply management of change (facility change management) procedures 2.06 Maintains parts inventory knowledge of trade equipment and parts

25 knowledge of forms such as bills of material, purchase orders and material requisitions ability to identify required materials, equipment and corresponding descriptions ability to access and interpret manufacturers' manuals to determine parts that are required 2.07 Maintains safe work environment knowledge of WHMIS knowledge of workers rights and responsibilities knowledge of company safety policies and procedures knowledge of federal, provincial/territorial and municipal health and safety acts and regulations knowledge of training requirements such as fall protection, confined space entry, and hoisting and rigging knowledge of hazards such as nuclear devices, pressures, temperatures, chemical and voltages knowledge of fire safety and work permit procedures knowledge of housekeeping practices knowledge of emergency procedures and location of on-site first aid stations and equipment knowledge of disposal and recycling procedures ability to install safety mechanisms such as double block and bleed valves ability to locate and recognize safety documentation such as MSDS, WHMIS labels and TDG manuals ability to recognize personal injury hazards ability to recognize and report potential hazards ability to handle and store hazardous materials ability to install temporary safety protection ability to use PPE and safety equipment ability to recognize limitations of use of PPE and safety equipment

26 Task 3 Performs routine trade activities. Context These tasks are performed across the trade. Instrumentation and control technicians perform routine trade activities in a safe, efficient and effective manner Operates material handling equipment. NV yes yes yes ND yes yes yes no yes NV NV NV knowledge of types and functions of hoisting and lifting devices such as jacks, hoists and come-alongs knowledge of types and functions of rigging equipment such as belts, ropes, cables and slings knowledge of operating procedures for hoisting and lifting devices knowledge of hoisting and lifting capacities knowledge of hand signals for hoisting and lifting ability to calculate loads and weights ability to clean, lubricate and store rigging, hoisting and lifting devices ability to recognize damaged, worn, defective and leaking components ability to perform minor repairs and replenish fluids 3.02 Performs lockout, tag-out and de-energizing procedures knowledge of procedures for shutting down processes knowledge of procedures for isolating equipment from energy sources

27 knowledge of procedures for de-energizing equipment such as electrical, electronic, hydraulic, pneumatic, kinetic and nuclear knowledge of procedures for energizing equipment such as electrical, electronic, hydraulic, pneumatic and nuclear ability to follow company lockout, tag-out and de-energizing procedures ability to verify lockout 3.03 Installs mounting hardware knowledge of types of mounting hardware such as unistrut, clamps and u- bolts knowledge of manufacturers specifications knowledge of mounting hardware limitations knowledge of seismic considerations when mounting hardware ability to determine best location for installation of mounting hardware ability to select mounting hardware ability to use hand, power and stationary tools ability to fabricate mounting hardware ability to fasten mounting hardware 3.04 Installs process connections knowledge of manufacturers specifications knowledge of installation methods such as welded, threaded and surface mounted fittings

28 knowledge of limitations of piping and tubing such as schedules and materials ability to fabricate process connections such as cutting and bending tubing, cutting and threading piping, and measuring and cutting gaskets ability to select and apply adhesives, sealants and gaskets ability to use hand tools ability to connect to the process 3.05 Uses specialized computer equipment and software knowledge of diagnostic and configuration software knowledge of types of interfaces such as handhelds, laptops and modems knowledge of configuration licensing ability to use software such as spreadsheets, databases and word processors ability to use interfaces such as handhelds, laptops and modems ability to update software and firmware ability to back up data and equipment configuration 3.06 Commissions new installations knowledge of the equipment and process to be commissioned ability to coordinate with the commissioning team such as engineers, operators and other trades ability to verify the installation with methods such as loop checks and leak tests

29 ability to start up the equipment and process ability to perform final adjustments such as loop tuning, switch and alarm settings

30 BLOCK B MEASURING AND INDICATING DEVICES Trends There is a trend towards the use of electronic devices rather than pneumatic/mechanical devices. There is a trend towards using digital/analog signals rather than switches. Related Components (include, but not limited to) Pressure measuring devices: pressure gauges, manometers, electronic and pneumatic pressure transmitters, pressure switches. Temperature measuring devices: thermometers (electronic, infrared, mechanical), thermistors, thermocouples, RTDs, pyrometers, temperature switches. Level measuring devices: sight glasses, mechanical level indicators, pneumatic level measuring devices, electronic level measuring devices, level switches. Flow measuring devices: primary elements (annubars, orifice plates, venturi tubes, pitot tubes, flow nozzles, flumes, weirs), flowmeters (magnetic, electronic, mechanical). Motion, speed, position and vibration measuring devices: probes, amplifiers, proximeters, switches. Weight and density measuring devices: strain gauges, load cells, scales, paddles/blades, nuclear devices, optical devices, displacers. Consistency measuring devices: blades, rotary paddles, radar, microwave. Other components: indicators, recorders, controllers, seals and gaskets, fittings, brackets, fasteners, piping, wiring, valves. Tools and Equipment See Appendix A. Task 4 Services pressure, temperature, level and flow measuring and indicating devices. Context These primary measuring devices are used to monitor process control variables. Instrumentation and control technicians install, calibrate and maintain these devices to optimize the control operation. Indicators are used to visually display process variables

31 4.01 Installs pressure, temperature, level and flow measuring and indicating devices knowledge of types of pressure and vacuum measuring devices such as pneumatic, electronic and mechanical knowledge of types of level measuring devices such as differential pressure transmitter, ultrasonic and float switches (mechanical) knowledge of types of flow measuring devices such as differential pressure, positive displacement and ultrasonic knowledge of types of temperature measuring devices such as thermocouples, RTD (resistive thermal device), filled thermal systems, pyrometers, semi-conductor mechanical thermal systems and radiation knowledge of types of indicating devices such as chart recorders, digital displays, gauges and CRTs (cathode ray tube) knowledge of types of pressure such as absolute, differential, gauge and barometric knowledge of temperature scales such as Kelvin, Fahrenheit and Celsius knowledge of types of connections such as piping and wiring ability to select devices according to environment, application and materials ability to follow manufacturers specifications ability to determine location of devices ability to use installation tools ability to modify enclosures and panels to hold devices and indicators ability to secure devices using methods such as screwing, bolting and bracketing ability to apply sealants and gaskets ability to connect device to the control system or indicator ability to configure measuring devices

32 4.02 Calibrates pressure, temperature, level and flow measuring and indicating devices knowledge of primary elements for various measuring devices such as orifice plates, turbines and coriolis knowledge of pressure, level and flow calibration instruments such as pressure calibrators, dead weight testers and multimeters knowledge of temperature calibration instruments such as multimeters, temperature baths, dry block calibrators and Wheatstone bridges knowledge of accuracy of calibration instruments knowledge of required calibrating parameters of measuring devices such as zero, span, range, repeatability, specific gravity and accuracy knowledge of calibration methods as required by the measuring device knowledge of interaction of various loops ability to convert between imperial and metric systems ability to isolate device ability to connect calibration instruments to measuring devices ability to use specialized tools such as handheld calibrators, dry block calibrators and calibration software ability to interpret results and identify cause and effect of calibration errors ability to make adjustments to bring device within calibration parameters ability to return device to service 4.03 Maintains pressure, temperature, level and flow measuring and indicating devices

33 knowledge of measuring device operation knowledge of repair/replacement methods ability to follow manufacturers recommended maintenance practices ability to select, repair and replace components such as seals, electronic parts, springs and mechanical devices ability to rebuild devices ability to clean devices using materials such as solvents, fine wire, abrasives and contact cleaners ability to verify operation of repaired device Task 5 Services motion, speed, position and vibration measuring and indicating devices. Context These measuring devices sense motion, speed, position and vibration and enable the instrumentation and control technician to monitor the operation of equipment. These devices are installed, calibrated and maintained to protect the integrity of the systems Installs motion, speed, position and vibration measuring and indicating devices knowledge of motion and position/displacement measuring devices such as torque switches, proximity switches, proximity probes and analog position sensors knowledge of speed measuring devices such as tachometers, strobes and proximeters knowledge of vibration measuring devices such as probes and proximeters knowledge of types of indicating devices such as chart recorders, digital displays, gauges and CRTs

34 ability to select measuring devices according to environment, application and materials ability to follow manufacturers specifications ability to determine location of devices ability to modify enclosures and panels to hold devices and indicators ability to use installation tools such as feeler gauges, tachometers and strobe lights ability to match cable and probe to proximeter in vibration measuring devices ability to secure devices using methods such as screwing, bolting and bracketing ability to apply sealants and gaskets ability to connect device to the control system or indicator ability to configure measuring devices 5.02 Calibrates motion, speed, position and vibration measuring and indicating devices knowledge of motion, speed, position and vibration calibration instruments such as strobe lights, multimeters and tachometers knowledge of manufacturers specifications knowledge of required calibrating parameters of measuring devices such as zero, span, range and accuracy knowledge of relevant laws and principles of physics such as speed and velocity ability to isolate device ability to connect calibration instruments to measuring devices ability to use specialized tools such as micrometers, feeler gauges and calibration software ability to interpret results and identify cause and effect of calibration errors ability to make adjustments to bring device within calibration parameters ability to return device to service

35 5.03 Maintains motion, speed, position and vibration measuring and indicating devices knowledge of measuring device operation knowledge of materials such as solvents and contact cleaners ability to follow manufacturers recommended maintenance practices ability to test devices and record results ability to select, remove, repair and replace components as necessary such as proximity switches and probes ability to identify and repair defective connections ability to clean components such as probe faces, reflectors, optical lenses and fire eyes ability to verify operation of repaired device Task 6 Services mass, density and consistency measuring and indicating devices. Context These devices measure the characteristics of the material within the process Installs mass, density and consistency measuring and indicating devices knowledge of types of mass measuring devices such as load cells, scales and strain gauges

36 knowledge of types of density measuring devices such as u-tube, displacer, nuclear and refractometer knowledge of types of consistency measuring devices such as optical, rotary, blade, paddle and microwave knowledge of types of indicating devices such as chart recorders, digital displays, gauges and CRTs knowledge of factors affecting system performance such as temperature, vibration and pressure knowledge of types of connections such as piping and wiring ability to select devices according to environment, application and materials ability to follow manufacturers specifications ability to determine location of devices ability to use installation tools ability to modify enclosures and panels to hold devices and indicators ability to secure devices using methods such as screwing, bolting and bracketing ability to apply sealants and gaskets ability to connect device to the control system or indicator ability to configure measuring devices 6.02 Calibrates mass, density and consistency measuring and indicating devices knowledge of calibration instruments such as multimeters, refractometers, Geiger counters and calibrated standards knowledge of accuracy of calibration equipment knowledge of required calibrating parameters of measuring devices such as zero, span, range, repeatability and specific gravity knowledge of calibration methods as required by the measuring device knowledge of interaction of various loops ability to isolate device

37 ability to connect calibration equipment to measuring devices ability to use specialized tools such as handheld calibrators, Geiger counters, calibrated standards and calibration software ability to interpret results and identify cause and effect of calibration errors ability to make adjustments to bring device within calibration parameters ability to return device to service without interrupting process 6.03 Maintains mass, density and consistency measuring and indicating devices knowledge of measuring device operation knowledge of repair/replacement methods ability to follow manufacturers recommended maintenance practices ability to select and replace components as necessary such as load cells, strain gauges and bearings ability to recognize hazards of working with nuclear measuring devices ability to identify and repair defective connections ability to rebuild devices ability to clean devices using materials such as solvents, fine wire, wire brushes, abrasives and contact cleaners ability to verify operation of repaired device

38 BLOCK C ANALYZERS, SAFETY SYSTEMS AND SECURITY SYSTEMS Trends Analyzers are becoming self-contained and computerized with more self-diagnostic capabilities. Security systems that are designed to detect intruders are becoming more common. Related Components (include, but not limited to) Analyzers: water treatment analyzers (ph, conductivity, turbidity, ORP concentration), oil and gas analyzers (chromatograph, spectrometers), environmental analyzers (noise, NOx, CO2, H2S, NH3 and other greenhouse gases). Safety systems: gas (infrared and catalytic bead), fire (ultraviolet and infrared), heat (thermal pencils and heat sensors), smoke (ionic and particle detectors), spill detection. Security systems: intruder alerts, remote monitoring, cameras, motion sensors, access systems. Tools and Equipment See Appendix A. Specialized equipment: carrier gases, standard samples, software, leak detectors. Task 7 Services analyzers. Context Analyzers are used to control and verify that processes are working correctly, following quality control and regulatory standards. Servicing analyzers includes installation, calibration and maintenance Installs analyzers

39 knowledge of process analyzers such as ph, conductivity, turbidity and oxidation reduction potential (ORP) knowledge of quality control analyzers such as chromatographs and spectrometers knowledge of environmental emission analyzers such as for noise, hazardous gases and greenhouse gases knowledge of types of connections such as piping, wiring and flange mounted knowledge of operation theory of analyzers knowledge of operating parameters knowledge of installation conditions such as extreme ambient temperature, cleanliness and contamination knowledge of sampling systems, conditions and methods ability to select analyzers according to application and materials ability to follow manufacturers specifications ability to determine location of devices ability to use installation tools ability to secure analyzers using methods such as screwing, bolting and bracketing ability to apply sealants and gaskets ability to connect analyzer to the control system or indicator ability to configure analyzers using specialized equipment and software ability to select carrier materials 7.02 Calibrates analyzers knowledge of calibration instruments such as multimeters and software knowledge of required calibrating parameters of analyzers knowledge of calibration material such as inert gas, water and oil

40 knowledge of accuracy and repeatability limitations of analyzer knowledge of calibration methods as required by the analyzer device knowledge of interaction of analyzer to process knowledge of possible contamination of analyzers ability to isolate analyzer ability to connect calibration equipment to analyzers ability to connect sample devices ability to use specialized calibration tools such as handheld calibrators and calibration software ability to interpret results ability to make adjustments to bring device within operational parameters ability to return device to service 7.03 Maintains analyzers knowledge of maintenance routines and timing knowledge of maintenance materials such as carrier gases knowledge of analyzer operation ability to determine operational parameters ability to use specialized maintenance tools such as software and handheld devices ability to react to alarms ability to remove, clean and replace analyzer components ability to store sampling and calibrating materials ability to avoid contamination

41 Task 8 Services safety systems and security systems. Context Safety systems are used to detect and react to process emergencies and problems such as gas leaks, fires and spills. Reactions may range from alarms to plant shutdowns and evacuations. Security systems are used to alarm and monitor security conditions such as intruder alerts. The proper installation, calibration and maintenance of these systems are imperative to the safety of plant and personnel Installs safety systems and security systems knowledge of types of gas detection equipment such as infrared and catalytic bead knowledge of types of fire detection equipment such as ultraviolet, infrared, magnetic and rate of rise knowledge of types of heat detection equipment such as thermal pencils and heat sensors knowledge of types of smoke detection equipment such as ionic and particle detectors knowledge of types of detection equipment for toxic gases such as chlorine, H2S and phosgene knowledge of security and safety cameras and their applications such as leak/fire monitoring, intruder alerts and remote monitoring knowledge of theory of operation knowledge of acceptable limits knowledge of shutdown procedures, actions and implications ability to select safety and security equipment ability to follow manufacturers specifications ability to determine location of devices ability to use installation tools ability to secure safety and security equipment using methods such as screwing, bolting and bracketing

42 ability to apply sealants and gaskets ability to connect safety and security system to the control system or indicator ability to configure security system using specialized equipment and software ability to select alarming method such as stench gas, flashing lights and audible alarms 8.02 Calibrates safety systems knowledge of calibration instruments such as multimeters and configuration software knowledge of required calibrating parameters of safety systems knowledge of calibration material such as test gas and filters knowledge of accuracy limitations of safety systems knowledge of calibration methods as required by the safety systems knowledge of interaction of safety system to process ability to isolate safety systems ability to connect calibration equipment to safety systems ability to connect sample devices ability to use specialized calibration tools such as handheld calibrators and calibration software ability to interpret results ability to make adjustments to bring device within operational parameters ability to return device to service

43 8.03 Maintains safety systems and security systems knowledge of maintenance routines and timing knowledge of maintenance materials such as test gases knowledge of safety system operation knowledge of security system operation ability to bypass safety system and security system for maintenance ability to perform function checks of safety systems ability to determine operational parameters ability to determine alarm points ability to react to alarms ability to use specialized maintenance tools such as software and handheld devices ability to remove and replace safety system and security system components ability to return safety system and security system to service

44 BLOCK D ENERGY SYSTEMS Trends Industry is moving away from component repair to board replacement. The trade is also seeing a trend towards electronic systems from pneumatic systems. Industry is moving to apply smart electronics to energy systems. Related Components (include, but not limited to) Hydraulic equipment: hydraulic fluids and filters, pumps, controls, valves, lines, relays, regulators. Pneumatic equipment: air dryers, conditioning components (filter assemblies, volume boosters, relays), compressors, solenoid valves, regulators, seals, springs, flapper nozzles, links, levers, diaphragms, pistons. Electric and electronic equipment: AC/DC power supplies, uninterruptible power supplies (UPS), solenoids, relays, cabling, fuses, resistors, circuit boards, transformers. Tools and Equipment See Appendix A. Task 9 Services hydraulic equipment. Context Hydraulic equipment is used to supply energy and to control equipment and processes through the use of liquids. Hydraulic equipment is used for higher pressure applications. Instrumentation and control technicians install and maintain hydraulic equipment Installs hydraulic equipment. NOT COMMON CORE NV yes no yes ND no yes yes no no NV NV NV knowledge of hydraulic theories, specifications and hazards