Big Challenges: Real Solutions

Process Solutions Summit

Room 1 Room 2 Room 3 Room 4 Room 5 Room 6 Room 7 Room 8

Lunch from 12:00-1:30 pm

Schedule for September 23rd & 24th – Registration open from 7:00-8:30 am

Thur. 8:30-10:00am

10:30am-12:00pm

Wed. & Thur. 8:30-10:00am

Wed. & Thur. 8:30-9:30am

Wed. & Thur. 9:45-10:45am

Wed. & Thur. 11:00am-12:00pm

Wed. & Thur. 1:30-2:30pm

Wed. & Thur. 1:30-3:30pm

Wed. & Thur. 2:45-3:45pm Thur. 1:30-3:00pm

Wed. 1:30-3:00pm

Hands-On Workshops

Viking Internal Gear Pump (Wed. Only)

Hands-On Workshops

ANSI & CR-H Pump

Hands-On Workshops

Process Instrumentation

Set-up and Verification

Hands-On Workshops

Process Instrumentation

Set-up and Verification

Selective Catalytic Reduction

(SCR)-Emissions Control Overview

(Wed. Only)

Live Demo

Calibration Management

Live Demo

Steam Trap Operation and

Selection

Tank Gauging Technologies

and Management Storage

Tank Farm

Troubleshooting and Proper

Maintenance of Process pH Sensors

Throttling Control with Rack

& Pinion and Scotch Yoke Actuators

Rethinking Flowmeter

Design-Direct Connection to Your Control

Systems

Improving Process

Analytical Sampling System

Effectiveness

Efficient Hot Water Generation

Energy Monitoring Solutions -

Compressed Air

Tubing Bundles and Heated

Sample Lines – A to Z

Electronic Differential

Pressure for Level

Measurement

Eliminate up to 70% of your unscheduled down time,

and be able to prove it!

Improving Start-up and

Commissioning Schedules

Simple, Low Cost Wireless Solutions

Process Safety

and Critical Controls- What Solution Best

Meets Your Needs

Flow Measurement:

A Lot Has Happened In

Twelve Months! Are You Up To

Speed?

Emergency Shutdown Valve

Application

How Accurate is Your Accuracy

Statement

Beyond PID, Advanced Control

Strategies

How reliable is a “self-verifying” device and can I skip regular calibration...

Knowing Your Pump is

Going to Fail in Advance

Techniques for Connecting to

Remote Process Monitors, Including

Virtualization

Ultrasonic Flow Measurement in

the 21st Century: Separating Fact

From Fiction

Dispelling the Fears and Doubts

of Radiometric Level measure

PCS Phosphate Automates

Reporting to Liberate Process...

Why Do Your Pumps Fail? (Wed. Only)

The PlantPAx Process Control

System

Migrating Your Legacy DCS System to PlantPAx

Connected Factory and the Internet

of Things

Industrial Network Design

& Security

Hands-On Workshops

Air Operated Pump Disassembly

and Re-build

How to look like a Control Tuning Genius to Operations Management

Live Demo

Top 10 Ways to Kill Your Pump Dead!

Hands-On Workshops

Pulsafeeder External Gear

Pump

Process Solutions SummitYou Are Invited

Attend the Process Solutions Summit held at the Carotek Charlotte

Corporate office in Matthews, North Carolina. This unique event

will provide an environment where you can exchange innovative

ideas, learn best practices and seek solutions with your process

automation peers. You will learn from subject matter experts as

you introduce yourself to innovative solutions for Pumps, Valves,

Steam, Process Control and Instrumentation.

• World-class capabilities of each

participating company

• Hands-on experience in numerous labs

• Technical knowledge gained in forums

• Professional Development hours awarded

• Live demonstrations each day

• Various product and solution

exhibits on display

New for 2015 – Carotek will host several Hands-On Workshops:

1) Pump disassembly and reassembly. Teams of 4-8 class participants will work together to tear down and rebuild multiple pump technologies – internal gear, AODD, external gear/diaphragm metering and centrifugal.

2) Instrumentation set-up and verification workshop. Experience the “PTU”. A mini working process plant with over 90+ field instruments. Participate in hand-on labs to set-up and verify different process technologies for level, flow and pressure and temperature instruments.

3) Live Demos. “How to Kill Your Pump”. View a live demonstration of steam trap operation

and the critical role they play in efficiency of your steam system operation. You can also

experience our Calibration rig showing the advantages of calibration management using

automated calibration tools and software like FieldExpert and Fluke process calibrators.

Evening Reception

Join us as we celebrate Carotek’s 50th Anniversary of providing our customers with products and solutions. It will be an evening full of good times, good food, good music and great friends. We will give away exciting door prizes from IPADS and Flat Screen TV’s to Richard Petty Driving Experiences and Nascar Fun. You must be in attendance for a chance to win. The event begins at 4:30 Wednesday, September 23rd.

What you’ll get out of the experience:

Register Now at www.carotek.com 1

Wednesday 8:30-9:30 amSelective Catalytic Reduction (SCR)-Emissions Control Overview LP Amina | Room 2

With the decrease in prices of natural gas and the increase in US emissions requirements, combined cycle power plants

are becoming the only type of thermal generation that can be built to replace aging coal and nuclear facilities. The SCR

ammonia flow control unit is the heart of the system, metering out precise amounts of aqueous ammonia that are then

vaporized and mixed with the flue gas upstream of a layer of catalyst. Accurate control and measurement of the flow

is critical for ensuring that performance guarantees are met. LP Amina will walk through a typical process design and

highlight some of the key process parameters at different points in the process.

Wednesday & Thursday 8:30-10:00 am Live Demo - Calibration ManagementEndress+Hauser | Room 1

Calibration rig demo, discussion on calibration management using automated calibration tools and software like Field

Expert and Fluke process calibrators

Wednesday 8:30-10:00 am Hands-On Workshops - Viking Internal Gear Pump Viking Pump | Room 8

Hands-On Gear Pump disassembly and rebuild. You and your colleagues will have your own work station, factory built pump

and the tools you will need for a complete Gear pump disassembly and re-build. You will see and touch the components

that make up an Internal Gear Pump, perform a disassembly and rebuild in 90 minutes. You will have a trainer and service

technicians available to help you through this hands-on educational process. You will learn about wear points in a gear pump

and what to look for in wear patterns to find the root cause of a gear pump failure. You will learn about factory tolerances and

how to measure tolerance in your pump to determine necessary parts replacement. This class is suitable for all attendees

to the PSS. From entry level to corporate executive this is your chance to learn about how an Internal Gear Pump works. Take

this opportunity to learn more about a total process system and how you can increase your uptime performance in the

workplace. At the end of the class you will receive a certification of completion of this Pump Analysis Class.

Thursday 8:30-10:00 am Hands-On Pump Workshop - Pulsafeeder Metering Pump Pulsafeeder pump | Room 8

Hands-on External Gear Pump and Diaphragm Metering Pump disassembly and rebuild. This is a small class where you and

your colleagues will work together to tear down and rebuild a Pulsafeeder External Gear Pump and a Diaphragm Metering

Pump. Learn how fast and simple it is to rebuild this unique External gear pump designed for corrosive chemical, acid and

caustic service. Some of these pumps will fit in the palm of your hand. Your team will have your own work bench, the pump

and the tools to complete the disassembly and rebuild to factory specifications. In the end we will bet that you can rebuild

this pump with your eyes closed! This a chance for everyone to learn how these pumps work. E&I, Maintenance, Engineering

and Team Leaders can all learn from this class. You will receive a certificate of completion for this class at the end of this 90

minute session. 2

Wednesday & Thursday 8:30-9:30 amTank Gauging Technologies and Management Storage Tank Farm Endress+Hauser | Room 3

Explore Servo technology to provide custody level measurements. This session reveals the importance of temperature

measurement in custody and inventory grade level measurements for volume calculation and radar technology for custody

and inventory API accuracy level measurements.

Eliminate up to 70% of your unscheduled down time, and be able to prove it! Rockwell | Room 4

Less unscheduled downtime means more efficiency, more productivity, more profit. Dirty Power is often the unseen culprit,

accounting for an estimated 20%-70% of all unexplained stoppages. This session covers ways to diagnose and reduce—and

even prevent—Dirty Power events.

Emergency Shutdown Valve Application Flowserve | Room 5

This session will examine ESD valve applications and pneumatic actuation solutions. The reliable operation of an ESD valve

is a function of the valve automation system. We will discuss topics regarding the design of the actuation systems in

which the actuators, controls and accessories are many times specifically engineered according to the application, often

accounting for quick speed of operation or implementation of partial stroke testing systems. During the session we will

briefly review the various partial stroke testing conventions, from inexpensive mechanical devices to more advanced PST

solutions enabling valve and actuator diagnostics via HART or FOUNDATION Fieldbus digital communications. Understanding

the requirements and capabilities of these valve automation systems will increase the reliability and service life of safety-

critical process control valves.

Ultrasonic Flow Measurement in the 21st Century: Separating Fact From Fiction Endress+Hauser | Room 6

Ultrasonic flow measurement offers so many benefits, but what are the facts? Where can this technology be deployed

successfully and what are realistic expectations of performance? The technology has advanced significantly over the past

decade. It’s time for a fresh look at Ultrasonic.

The PlantPAx Process Control System Rockwell | Room 7

This session will discuss and demo how to use the plant-wide control capabilities of Integrated Architecture to implement

traditional DCS applications. This introductory course will discuss the advantages of the PlantPAx system and how the

system concepts and tools can help improve any system application.

3

Wednesday & Thursday 9:45-10:45 amEfficient Hot Water Generation Carotek & Armstrong | Room 2

Learn the various methods currently being used to provide a reliable and highly efficient hot water source. Examples of real

world applications will be used to demonstrate the savings that are available.

Troubleshooting and Proper Maintenance of Process pH Sensors Endress+Hauser | Room 3

Increasing the life on a process pH sensor is sometimes tricky and time consuming. Learn some best practices for

maintaining sensors and key troubleshooting tips for longer life and less headaches. Some real world examples will be

presented with solutions.

Improving Start-up and Commissioning Schedules Maverick Technologies | Room 4

Effective S&C involves a series of pre-checks conducted in parallel to the construction phase of a project. Pre-checks

minimize rework and by conducting the pre-checks in parallel to construction, compression of the startup due to slips

in the construction schedule are minimized. These techniques require early S&C planning and tight coordination with the

construction team. This presentation will provide proven methods to meet or improve the theoretical S&C date, which allows

facilities to return to revenue generation.

How Accurate is Your Accuracy Statement Ashcroft | Room 5

There is no universally accepted standard for the accuracy and accuracy statement of a transducer. How Accurate is Your

Accuracy Statement provides an overview of accuracy and the different components of an accuracy statement and how

they relate to a transducer’s ability to measure pressure. It explains the difference between a transducer’s accuracy and

its accuracy statement, the typical components of an accuracy statement and how these components are combined into

a single measurement of error. As well explaining the different methods used to combine the individual errors and their

pros and cons. The goal is to inform engineers and end users on how to decipher accuracy statements so they can better

understand the accuracy statements of the transducers being specified in their applications.

Dispelling the Fears and Doubts of Radiometric Level measure Endress+Hauser | Room 6

Join us for a session of myth busters on radiometric measurement (Gamma). We will discuss the safety, regulations and the

cost of these systems. We will dispel the fears you have with this innovative method of measurement.

Migrating Your Legacy DCS System to PlantPAx Rockwell | Room 7

Are today’s optimization and innovation demands hampered by your old process control system? Is support for your

legacy DCS diminishing? This session will explore the advantages of migrating to the PlantPAx system. You’ll learn about the

multitude of tools – scanners, cables, code conversion, wiring harnesses, etc. – available from Rockwell Automation that can

help you migrate your system at a pace that’s comfortable for you.

4

Wednesday & Thursday 9:45-10:45 am & 1:30-2:30 pm

Hands-On Workshops - Process Instrumentation Set-up and Verification Carotek | Room 8

Experience the “PTU”. A Mini working process plant with over 90+ field instruments. Participate in hands-on labs to set-up

and verify different process technologies for level, flow, pressure and temperature instruments.

Wednesday & Thursday 10:30 am-12:00 pm Live Demo - Top 10 Ways to Kill Your Pump Dead! Viking Pump | Room 8

See a working pump module and watch as we subject it to all the things you can do wrong in a pump system. We will

demonstrate first hand some of the common problems in a pump system that can kill your pump. Here are the situations

and topics we will cover in this live demo. 1-Skip the strainer - We will show pumps that have been destroyed by foreign

objects that entered the suction of the pump. 2- Starve the Pump- We will demonstrate common suction problems and how

it affects pump performance. 3- Over-speed the pump - demonstrate the fluid dynamics when you run the pump too fast.

4- Over-pressure the pump - see how common discharge restrictions over pressurize and reduce the life of the pump. 5-Run

to Failure-see how you can monitor your pump to indicate upset conditions and shut the pump down before catastrophic

failures. 6-Deadhead the Pump - illustrate common discharge problems that can deadhead a pump. We will show wear

patterns that indicate deadhead and over-pressure. 7- Install the Pump poorly-severe misalignment, excessive flange

loading, and pipe stress can severely damage your pump. 8-Change the service without consulting your pump expert -

examples include pumping thicker, more corrosive, less lubricating or abrasive fluids without consideration for the current

pump construction. 9-Run relief valve in full bypass - relief valves are there to protect your pump and are not to be used as

full bypass valves. 10- Skip preventive maintenance - regreasing bearings, changing gear box oil, and replacing worn parts

will all extend the life and performance of your pump. Overall you will learn how pump failures are more often a symptom of

a pump system problem and not a fault of the pump.

5

Wednesday & Thursday 11:00 am-12:00 pmEnergy Monitoring Solutions - Compressed Air Endress+Hauser | Room 2

Compressed air is part of W.A.G.E.S initiatives in different industries. Learn about reasons for analyzing compressed

air systems in a plant and the different system designs. It will also present the Key Performance Indicators to monitor,

like: Compressor Performance, Leakage share, System balancing, Filter supervising and pressure drop, Specific Energy

Consumption. All these indicators lead to a Return on Investment discussion.

Throttling Control with Rack & Pinion and Scotch Yoke Actuators Qtrco |Room 3

Compare old versus new designs of Rack & Pinion and Scotch Yoke actuators and discusses the merit of both older and

new approaches to design and construction. In addition discussion includes suggestions as to when either may be used in

preference to the commonly employed diaphragm type actuator (corrosion, vibration, space, weight, piping stress).

Simple, Low Cost Wireless Solutions Banner Wireless | Room 4

Experience the latest solutions in this trending technology. This course will discuss low cost wireless applications so you

can gain further monitoring of your facility. You will learn new areas where you can apply wireless technology such as

motor temperature/vibration monitoring, safety shower/eyewash station monitoring, monitoring temperature and humidity

inside control panels, monitoring valve position, parts call/maintenance call push button solutions, and wireless indicator

lights/alarms to name a few! This technology can be easily installed and increase production monitoring.

Beyond PID, Advanced Control Strategies Rockwell | Room 5

An overview of the use of APC Function blocks, Fuzzy Logic, PlantPAx MPC, and Pavilion 8 Model Predictive Control.

PCS Phosphate Automates Reporting to Liberate Process Engineers and Improve Accuracy PCS Phosphate | Room 6

Production engineers in the phosphate division of PotashCorp were inundated with decades’ worth of data sheets manually

generated from paper logs and foreign system printouts. The company turned to FactoryTalk VantagePoint to aggregate

various quality and production systems with a role specific online log sheet application. Eliminating paper and manual data

entry in Excel reports, the system has reduced time spent production calculations by 95 percent, replacing it with data entry

verification. With the base system built to collect historical data and improve production, inventory and quality numbers,

production engineers have been liberated to ask better questions about improvement of the now known results.

Connected Factory and the Internet of Things Cisco | Room 7

The convergence of new technologies that securely connect plant information with enterprise systems can bring greater

productivity, better utilization of assets, and improved decision-making to industrial companies. By bridging the gap

between factory-level systems and enterprise systems, Rockwell Automation and Cisco can show how the connected

enterprise offers ease of use, lower total cost of ownership, and improved operations.

6

Wednesday 1:30-2:30 pmWhy Do Your Pumps Fail? CRU Pumps | Room 6

Proper Pump Alignment: Preventative maintenance and maintenance intervals that will supplant life to the rotating

equipment. Typical start-up checklist requirements for every new pump application. How to minimize alignment/vibration

issues. Troubleshooting and solutions for vibration issues.

Wednesday & Thursday 1:30-2:30 pmTubing Bundles and Heated Sample Lines – A to Z Thermon | Room 2

Explore the advantages of Pre-fab vs Field fab tubing bundles and heated sample lines. Discuss the design aspects, cost

savings and preventative maintenance along with the advantages it adds to your process. We will cover the design

information to help you better control your process temperatures and the industries best served with this leading technology.

Rethinking Flowmeter Design-Direct Connection to Your Control Systems Endress+Hauser & Rockwell | Room 3

Reduce device size and cut integration costs utilizing new flow meter designs with total ingress protection, certified hygiene

and direct-connect EtherNetIP connectivity.

Process Safety and Critical Controls- What Solution Best Meets Your Needs Rockwell | Room 4

Choosing the correct Process Safety solution to meet availability and safety requirements is a critical decision. In this

session, we’ll explore our process safety offerings from SIL 2 and SIL 3 to fail-safe, fault tolerant and triple modular

redundancy. Learn which option is best for your requirements and how each helps improve efficiencies and reliability.

How reliable is a “self-verifying” device and can I skip regular calibration and maintain regulatory compliance? Endress+Hauser | Room 5

Learn how process automation has evolved and how instruments now offer integrated solutions such as Heartbeat

Technology which facilitate the implementation of QbD (Quality by Design) and provide full regulatory compliance. Offering

the possibility to reduce or even eliminate wet calibrations without putting product quality at risk.

Industrial Network Design & Security Rockwell | Room 7

Industrial Network Security is on everyone’s mind. The discussion will cover best practices for designing and implementing

industrial networks and balancing robust security with access to valuable information.

7

Wednesday & Thursday 1:30-3:30 pm Live Demo - Steam Trap Operation and Selection Armstrong & Carotek | Room 1

Steam Traps play a critical role in efficient steam system operation. Selecting the wrong trap can impact system operation

and lead to potential safety issues. Learn about how various types work and which is the most suitable for different

applications. A live demonstration of steam trap operation will be provided.

Wednesday 1:30-3:00 pm Hands-On Workshops - Air Operated Pump Disassembly and Re-build Sandpiper & Warren Rupp | Room 8

Hands-on Pump disassembly and rebuild. This is a small class where you and your colleagues will work together to tear

down and rebuild an Air Operated Double Diaphragm pump. Your team will have your own work bench, the pump and

the tools to complete the task. This class is suited for everyone from Maintenance to Engineering to Purchasing and

Management. You’ll learn about the components of this pump and how it works. You’ll learn how to identify wear points,

root cause failure and what you can do to prolong the life of your pump. Once you’re finished we’ll put air to the pump and

operate it to see how well you performed the Pump rebuild. At the end of the class you will receive certification of your

Pump Maintenance training session to take with you. For an hour and a half of your time you can’t afford to miss this Hands-

On educational session.

Thursday 1:30-3:00 pm Hands-On Workshops - ANSI & CR-H Pump Peerless Pump | Room 8

Hands-On Grundfos ANSI dimension pump disassembly and rebuild. This is a new concept in ANSI dimension pumps.

Grundfos has engineered the time tested reliability of their CR vertical multistage pump into a Horizontal design that meets

ANSI dimensions. Performance beyond a standard single stage ANSI pump can now be utilized in this CRH (horizontal) pump

designed with ANSI dimensions. This changes the disassembly and rebuild from your typical back pullout design to a simple

and fast rebuild when the time arises. Learn how Stacked impeller assemblies fit into this ANSI dimension pump and the

ease of replacement and repair. You and your colleagues will disassemble and rebuild this pump in 90 minutes and you will

receive a certificate of completion at the end of your class.

8

Wednesday & Thursday 2:45-3:45 pmElectronic Differential Pressure for Level Measurement Endress+Hauser | Room 2

Learn the newest innovative system for Level Measurement using electronic Differential Pressure technology and practical

applications when and where to apply or not apply this technology.

Improving Process Analytical Sampling System Effectiveness Swagelok | Room 3

Process sampling systems have a tough job. They must deliver media from demanding and sometimes extreme

process environments to an instrument. The sample must reach the instrument in a short enough time to be useful,

be representative of the process and compatible with the instrument itself. Ensuring that a timely, representative and

compatible sample gets delivered is no small task. This session will focus on some common fixes to consider when

examining a problem sample system and how these changes can have a large impact on results. Topics will include time

delay, vaporizing, sample flow rate and sample pressures.

Flow Measurement: A Lot Has Happened In Twelve Months! Are You Up To Speed? Endress+Hauser | Room 4

Major advances have been made in modern flow measurement technology in the past year. Sophisticated self-diagnosis,

traceable on-demand verification, condition monitoring and dramatically improved functional safety have driven increased

process uptime, reduced risk & operational costs and increased KPI data. All this now possible even from 2-wire,

loop-powered flow meters.

Knowing Your Pump is Going to Fail in Advance Rockwell | Room 5

Learn how to make machine condition common knowledge through intuitive presentation by integrating condition

assessment within the automation system. Reduce unplanned downtime by being more proactive and less reactive.

Perform the right maintenance on the right equipment at the right time.

Techniques for Connecting to Remote Process Monitors, Including Virtualization.

Pepperl & Fuchs | Room 6

Together we will review connections methods from a PC or Server to remote displays located in Process areas as well as

features of a new thin client configurator and management tool.

How to look like a Control Tuning Genius to Operations Management Control Station | Room 7

Identify controller tuning mechanical and process architecture issues using your plant’s existing process data. Learn

how KPIs and advanced forensics reveal these issues and isolate their root-causes. Industrial case studies highlight

enhancements to production throughput and efficiency.

9

PO Box 1395700 Sam Newell RoadMatthews, NC 28106 704-844-1100

For additional information, please visit: carotek.com

North Carolina • South Carolina • Virginia • Georgia • Tennessee

NCSC

GA

TN

VA

PDH Credits

1 PDH Credit per attended session. Certificates

will be sent via email after the event.

SPECIAL ATTRACTIONS:

Process Training Unit

Test your knowledge and skill in our PTU

Challenge. At the end of the activities your

name will be entered to win one of the top

prizes designated just for PTU Challenge

Participants.

Facility Tours

Take a tour through the Carotek Mechanical

and Electrical Integration Shops. Learn

about Carotek’s capabilities of designing and

manufacturing modular process equipment

skids and electrical control panels all under

one roof. The tour concludes with a look at the

Carotek Valve automation shop, where you can

watch valve automation in real time.

Hotels -Special negotiated rates for Carotek Guest

1) Comfort Inn

704-845-5911

$69/night includes Hot Buffet Breakfast

http://goo.gl/aI5HWu

2) Courtyard Marriott

704-846-4466

$99/night Included Buffet Breakfast

http://cwp.marriott.com/cltcm/carotek

3) Holiday Inn Express

704-443-3100

$109/night- Complimentary Breakfast

4) Hampton Inn

704-841-1155

$89/night Complimentary Breakfast

Shuttle service available from hotels

to/from the event.

Venue Map

Register Online/Maps & Directions at www.carotek.com

Room 2Room 4

Lawn Area

Stairs to Room 5

Cell Phone Zone

Entrance

Room 3

Room 6

Room 7

Room 8

SHOP AREAAREEASHHOP

Registration

To Activity Tent

Front Parking Lot

To Room 1 - (located in separate building)