PMD Operators Guide Eng

Experion PKSTM

Operator's Guide

Experion PKS Operator's Guide

Release: System release 600

03/2004 PMD_OperatorsGuide_Eng.doc

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Contents

1 User Interface 1 1.1 User interface presentation ...................................................................................................1 1.2 Starting the user interface .....................................................................................................2

1.2.1 User rights.................................................................................................................3 1.3 Closing the user interface......................................................................................................4

2 Station window 5 2.1 General.....................................................................................................................................5 2.2 Opening Station window......................................................................................................6 2.3 Closing Station window........................................................................................................6 2.4 Operating Station window on the user interface screen...................................................6

2.4.1 Resizing by dragging the sides with the mouse ..................................................7 2.4.2 Resizing by mouse double-clicking on the title bar ............................................7 2.4.3 Reducing with the Minimize push button............................................................7 2.4.4 Enlarging with the Maximize push button...........................................................7 2.4.5 Station window menu .............................................................................................8

2.5 Station window Menu bar functions...................................................................................8 2.5.1 Station menu.............................................................................................................9 2.5.2 Edit menu..................................................................................................................9 2.5.3 View menu..............................................................................................................10 2.5.4 Control menu..........................................................................................................11 2.5.5 Action menu ...........................................................................................................11 2.5.6 Configure menu .....................................................................................................12 2.5.7 Help menu ..............................................................................................................12

2.6 Station window Toolbar functions ....................................................................................13 2.7 Station window Command Zone.......................................................................................14

3 Operation 15 3.1 Entering data.........................................................................................................................15

3.1.1 Entering data/text in the entry field ...................................................................15 3.1.2 Entering data / text in the display.......................................................................15 3.1.3 Changing the value by dragging the mouse ......................................................17 3.1.4 Checking the entered data for sensibility ...........................................................18

3.2 Operating pictures in the Station window .......................................................................18 3.2.1 Activate....................................................................................................................18 3.2.2 De–activate..............................................................................................................18 3.2.3 Moving ....................................................................................................................19 3.2.4 Attaching (Attach push button) ...........................................................................19 3.2.5 Closing.....................................................................................................................19 3.2.6 Failed picture request ............................................................................................19

3.3 Displays .................................................................................................................................20 3.3.1 System displays ......................................................................................................20 3.3.2 Custom displays.....................................................................................................21 3.3.3 Requesting the previous/following display ......................................................22 3.3.4 Requesting display from active display..............................................................22 3.3.5 Closing the display ................................................................................................22

3.4 Pop-ups..................................................................................................................................23 Experion PKS Contents • i Operator's Guide 03/2004

3.4.1 Pop-up request .......................................................................................................23

4 Faceplates 24 4.1 General...................................................................................................................................24

4.1.1 Opening a faceplate in the Station window .......................................................25 4.1.2 Faceplate extension (Extension push button).....................................................27

4.2 Measurement ........................................................................................................................27 4.2.1 Measurement faceplate extension, Limits tab ....................................................29 4.2.2 Measurement faceplate extension, Application spec. tab.................................31 4.2.3 Measurement faceplate extension, Info tab ........................................................32 4.2.4 Measurement faceplate extension, Tuning tab ..................................................33 4.2.5 Measurement faceplate extension, Associated pages tab.................................34

4.3 Control ...................................................................................................................................34 4.3.1 Control faceplate extension, Interlocking causes tab ........................................38 4.3.2 Control faceplate extension, Limits tab...............................................................39 4.3.3 Control faceplate extension, Application specific tab .......................................41 4.3.4 Control faceplate extension, Info tab...................................................................42 4.3.5 Control faceplate extension, Tuning tab .............................................................43 4.3.6 Control faceplate extension, Associated pages tab............................................44

4.4 One-way and two-way or two-speed motor ....................................................................45 4.4.1 Motor faceplate extension, Interlocking causes and targets tab ......................50 4.4.2 Motor faceplate extension, Application specific tab..........................................51 4.4.3 Motor faceplate extension, Info tab .....................................................................53 4.4.4 Motor faceplate extension, Associated pages tab ..............................................54

4.5 Open/close, three-way and motor valve..........................................................................54 4.5.1 Valve faceplate extension, Interlocking causes and targets tab.......................58 4.5.2 Valve faceplate extension, Application specific tab ..........................................60 4.5.3 Valve faceplate extension, Info tab ......................................................................61 4.5.4 Valve faceplate extension, Associated pages tab ...............................................62

4.6 Switch ....................................................................................................................................62 4.6.1 Switch faceplate extension, Interlocking causes and targets tab .....................65 4.6.2 Switch faceplate extension, Application specific tab.........................................66 4.6.3 Switch faceplate extension, Info tab ....................................................................68 4.6.4 Switch faceplate extension, Associated pages tab .............................................68

4.7 Device control .......................................................................................................................69 4.7.1 Device control faceplate extension, Interlocking causes tab ............................71 4.7.2 Device Control faceplate extension, Application specific tab ..........................72 4.7.3 Device control faceplate extension, Info tab.......................................................74 4.7.4 Device control faceplate extension, Associated pages tab................................74

4.8 General logic .........................................................................................................................75 4.8.1 General logic faceplate extension, Info tab .........................................................76 4.8.2 General logic faceplate extension, Associated pages tab..................................77

4.9 Binary.....................................................................................................................................77 4.9.1 Binary faceplate extension, Signals tab ...............................................................78 4.9.2 Binary faceplate extension, Info tab.....................................................................80 4.9.3 Binary faceplate extension, Associated pages tab .............................................80

4.10 Sequence................................................................................................................................81 4.10.1 Sequence faceplate extension, Info tab................................................................86 4.10.2 Sequence faceplate extension, Associated pages tab.........................................87

5 Trends 88 5.1 General...................................................................................................................................88 5.2 Standard trends ....................................................................................................................88

5.2.1 Reading values and time.......................................................................................89 5.2.2 Zooming in on a standard trend picture.............................................................90

5.3 Trend display........................................................................................................................90 5.3.1 Calling up a trend ..................................................................................................90

ii • Contents Experion PKS Operator's Guide 03/2004

5.3.2 Modifying a Trend display ...................................................................................91 5.3.3 Adding new traces to a trend ...............................................................................92 5.3.4 Reading values and time.......................................................................................93 5.3.5 Zooming in on a Trend display............................................................................93 5.3.6 Creating a new Trend display..............................................................................93

6 Alarms 95 6.1 General...................................................................................................................................95 6.2 Alarm summary display .....................................................................................................95

6.2.1 Alarm line items.....................................................................................................96 6.2.2 Acknowledging Alarms ........................................................................................98 6.2.3 Associated display .................................................................................................98

6.3 Changing what is shown in the Alarm Summary ...........................................................98 6.3.1 Filtering and sorting ..............................................................................................98 6.3.2 Using Views..........................................................................................................100 6.3.3 Using the Area Pane ............................................................................................101 6.3.4 Using the Details Pane.........................................................................................101 6.3.5 Navigating the Alarm Summary .......................................................................102 6.3.6 Pausing the Alarm Summary .............................................................................102

7 Events 103 7.1 Events Summary display ..................................................................................................103 7.2 Changing what is shown in the Event Summary ..........................................................104 7.3 Event Archiving (option) ..................................................................................................105

7.3.1 Event Collection and Archive Status.................................................................106 7.3.2 Archiving Events..................................................................................................107 7.3.3 Restoring Archived Events .................................................................................107

8 Producing reports 109 8.1 General.................................................................................................................................109 8.2 Requesting a report............................................................................................................110

8.2.1 Requesting a report from the Command Zone................................................110 8.3 Calling up a report .............................................................................................................110 8.4 Standard Reports................................................................................................................111

9 Other functions 112 9.1 Printing................................................................................................................................112 9.2 Monitoring system status..................................................................................................112

9.2.1 Monitoring Point Server Status..........................................................................112 9.2.2 Monitoring Station Status ...................................................................................113 9.2.3 Monitoring Printer Status ...................................................................................113

9.3 Calling up a web page or file............................................................................................114 9.4 Message Pad .......................................................................................................................114 9.5 Functional descriptions for faceplates.............................................................................115

Experion PKS Contents • iii Operator's Guide 03/2004

1 User Interface

1.1 User interface presentation Experion PKS automation system’s user interface is based on Windows 2000 techniques.

The user interface devices are the workstation, one or two monitors, computer keyboard, and a mouse. The user interface is usually provided with a printer for alarm output and, when needed, a laser printer for printing displays.

The application is operated via Station window opened on the user interface. The size of the Station window can be adjusted steplessly. Several Station windows may be opened for simultaneous on-screen operation. The number of the Station windows to be opened depends on the project-specific definitions.

The Station window is operated using the mouse and/or computer keyboard. Functions are activated from the pulldown menus in the Menu bar of the Station window or from the Toolbar push buttons. Functions defined for the displays and pop-ups in application planning and functions included in the faceplates, for example, are available in the user interface.

Experion PKS User Interface • 1 Operator's Guide 03/2004

1.2 Starting the user interface To start the user interface, switch on the workstation and the monitor.

Log On to Windows window is opened on the screen.

The Windows logon information to be entered is the User name and Password, which are system-specific. The user identification for the automation system is based on the logon information given here. Further details in section User rights.

The logon information is accepted with the OK push button.

The Log On to Windows window includes the following further push buttons:

Cancel The Cancel push button closes the Log On to Windows window without logging on to the system.

Shut Down The Shut Down push button opens the Shutdown Computer window where you can select to switch off the workstation by using the Shutdown command or restart the workstation by using the Restart command.

Options The Options push button hides/shows the bottom part of the Log On to Windows window. The bottom part of the window contains the Log on using dial-up connection check box, which must be left unchecked.

After the logon has been accepted, the Windows 2000 Desktop is displayed on the screen. The Desktop Task bar includes the Start push button, which may be used for opening the user interface. See section Opening Station window.

2 • User Interface Experion PKS Operator's Guide 03/2004

1.2.1 User rights The Experion PKS automation system contains two basic types of displays. System displays are supplied with Station and display information in a standardized manner. Custom displays are project-specific displays that have been created for the Experion PKS system for monitoring and operating the process.

User rights are determined for these two display types in a different manner.

Custom displays Custom displays have the following security settings: process area and protection. These settings are compared with the authorization of the logged on user. There are three protection levels:

Read, where the user may view displays and pictures and call up tag numbers without making changes.

Write, where the user is allowed, in addition to viewing, to change set point values, controls and modes, but is not allowed to change tuning parameters, for example.

Critical write, where the user has the right to change tuning parameters, in addition to making other changes.

In addition, there is protection level Open, which means that a display is not protected at all.

System Displays: Station-based security Security level determines which tasks you are permitted to perform on system displays. You are automatically assigned Oper security level when you start Station.

The security level appears at the lower right-hand corner of the display. The levels are from lowest to highest: Oper, Engr, Mngr.

You can change to a higher level providing you know that level’s password for that Station. To change to a higher level:

• Type psw in the Station window Command Zone and press Enter. The Logon window opens.

• Type the password and click OK.

If you attempt to perform a task that requires a higher security level, the message Higher Security Level Required appears in the Station window Message Zone.

You only need to sign off if you have changed to a security level other than Oper. You sign off by typing bye in the Command Zone and pressing Enter. This returns Station to Oper security level.

Experion PKS User Interface • 3 Operator's Guide 03/2004

1.3 Closing the user interface Note! Make always the software shutdown before you switch off the power from the workstation.

The software shutdown is carried out through the Shut Down Windows window, which may be opened by clicking with the left-hand mouse button on the Start button in the Toolbar and then selecting the function Shut Down from the menu displayed.

Select Shut down and accept the selection with OK push button.

The other functions of the Shut Down Windows dialog box are: Log off nn Logs off the session but leaves the workstation on.

Restart Restarts the workstation. Another user can log on to the workstation.

4 • User Interface Experion PKS Operator's Guide 03/2004

2 Station window

2.1 General The Station window is used on the user interface for monitoring and operating the process, which is controlled by the Experion PKS automation system. The window size can be adjusted steplessly.

Title Bar

Command ZoneToolbarMenu Bar

Status Line

Message Zone

Alarm Line Display

Server date Server time Alarm Summarystatus

Server nameor IP address

Stationnumber

Securitylevel

Title Bar

Command ZoneToolbarMenu Bar

Status Line

Message Zone

Alarm Line Display

Server date Server time Alarm Summarystatus

Server nameor IP address

Stationnumber

Securitylevel

Experion PKS Station window • 5 Operator's Guide 03/2004

The functions of the pulldown menus in the Station window Menu bar, and that of the Toolbar push buttons, are used for process control and operation. In addition, functions defined in application planning for displays and pop-ups and functions included in the faceplates, for example, are used for operation. The mouse and/or keyboard are used for Station window operations.

Opening the system and custom displays to the Station window is described in section Displays.

2.2 Opening Station window Depending on if either HMIWeb user interface or PMD server is used, the Station window is opened as follows:

HMIWeb user interface Double-click the Station icon on the desktop

or Select from the taskbar Start / Programs / Honeywell Experion PKS / Client Software / Station.

PMD server Select from the taskbar Start / Programs / Honeywell Experion PKS / Server / Station.

If you try to reopen a Station license that is already open, the system displays a message window, which must be accepted with the Cancel push button.

2.3 Closing Station window

Station window can be closed either by the Station menu’s Exit function or

with the Close push button in the Station window title bar.

2.4 Operating Station window on the user interface screen

The place and size of a Station window on the screen can be changed.

Moving the window: To move the Station window on the screen, press the left-hand mouse button while on the window title bar and move the window,

6 • Station window Experion PKS Operator's Guide 03/2004

keeping the button depressed, to the desired location on the screen, then release the button.

The Move function in the Station window menu may be also used for moving the window. See section Station window menu.

Resizing the window: The Station window size may be changed steplessly by dragging the window sides with the mouse. The window may be reduced and enlarged through the Minimize and Maximize push buttons residing on the right-hand end of the title bar.

The functions of the Station window menu may be also used for resizing the Station window.

2.4.1 Resizing by dragging the sides with the mouse To change the Station window size by dragging with the mouse, press the left-hand mouse button down at a window corner or edge (the cursor changes into an arrow pointing at opposite directions), keep the button depressed when resizing the window and release it once the desired size has been achieved.

2.4.2 Resizing by mouse double-clicking on the title bar Double-clicking with the left-hand mouse button on the Station window title bar reduces the full-screen size Station window to the previous smaller size and enlarges the minimized window back to the full-screen size.

2.4.3 Reducing with the Minimize push button Clicking on the Minimize push button on the right-hand edge of

the Station window Title bar with the left-hand mouse button iconifies the Station window to the Task bar of the Desktop.

The iconified Station window can be restored to its previous size by clicking on the icon with the left-hand mouse button.

2.4.4 Enlarging with the Maximize push button

Clicking on the Maximize push button on the right edge of the Station window Title bar with the left-hand mouse button enlarges the window to fill the entire screen. At the same time, the push button symbol changes as follows:

Now the full-screen window can be restored to the size and location it had before the maximizing.


2.4.5 Station window menu

The Station window menu is opened by clicking with the left-hand mouse button the icon in the upper left-hand corner of the Station window Title bar or by pressing the Alt + space bar keys simultaneously on the keyboard.

The desired function is activated by pressing it with the left-hand mouse button.

The menu is closed without selecting any function by clicking with the left-hand mouse button outside the menu.

Menu functions are: Restore The function restores the full-screen window or the icon in the

Taskbar to the size and location that it had prior to maximizing or minimizing. Correspondingly the function restores an iconified window to its previous size and location.

Move The function is used for moving the window on the screen. After activating the function the window is dragged using the arrow keys. The movement is stopped by clicking the left-hand mouse button or by pushing the Enter key on the keyboard.

Size After activating the function the window size can be changed by using the arrow keys. The size is fixed by clicking the left-hand mouse button or by pushing the Enter key on the keyboard.

Minimize The function turns the window into an icon in the Taskbar.

Maximize The function enlarges the window or the icon to full-screen size.

Close The function closes the Station window.

2.5 Station window Menu bar functions

The Menu bar includes Station, Edit, View, Control, Action, Configure and Help menus with functions used for operating the application.

The pulldown menus may be operated with the mouse or the keyboard.


When operating with the mouse, the pulldown menu to be operated is opened by clicking on the menu name with the left-hand mouse button. The desired function is selected by clicking with the mouse button on the line in question. The pulldown menu is closed without selecting any function by clicking with the left-hand mouse button outside the pulldown menu.

2.5.1 Station menu

The functions of the Station menu are: Connect Intended for system administration purposes only.

Opens a specific Station setup file.

Logon Intended for system administration purposes only. Allows you to enter the password for a higher security level.

Connection Properties Intended for system administration purposes only.

Allows you to change Station's settings

Exit Closes the Station window.

2.5.2 Edit menu

The functions of the Edit menu are: Cut (or pressCtrl+X)

Removes the selected text and inserts it into the clipboard.

Copy (or press Ctrl+C)

Inserts a copy of the selected text into the clipboard.

Paste (or press Ctrl+V)

Inserts the clipboard's contents into the activated place.


2.5.3 View menu

The functions of the View menu are: Detail The function is not available.

Calls up the detail display for the selected point.

Associated Display The function is not available.

Calls up the selected object’s associated page.

Reload Page Reloads the current page.

Alarms Calls up the list of alarms. See chapter Alarms.

Alarm Message Summary The function is not available.

Calls up the list of alarm messages.

Display Summary The function is not available. Calls up the list of numbered custom displays (named custom displays are not included).

Downtime Summary The function is not available.

Calls up the list of downtime messages.

Events / Events

Calls up the list of events. See chapter Events.

Events / SOE Summary The function is not available.

Opens the Sequence of Events display.

Events / Extended Event Archiving

Intended for system administration purposes only.

Opens the Extended Event Archiving display.

Group Summary The function is not available.

Calls up the list of group displays.

Message Pad Calls up the handover notes. See section Message Pad.

Report Summary Calls up the list of reports available on your system. See section Producing reports.

System Status Calls up the selected system status display.

Trend Summary Calls up the Trend display. See section Trends.

Show Full Page Enlarges the Station window to a size where all the texts are displayed.


2.5.4 Control menu

Note! The Control menu functions are not available.

The functions are: Raise

Lower

These commands are used together to raise or lower the SP (setpoint) or OP (output) of the point associated with the selected object.

Select Setpoint Selects the SP (setpoint) of the point associated with selected object.

Select Output Selects the OP (output) of the point associated with selected object.

Control to Manual Sets the selected object to manual control mode.

Control to Automatic Sets the selected object to automatic control mode.

Control to Normal Sets the selected object to normal control mode.

Enable/Disable Toggles the state of the selected object.

2.5.5 Action menu

The functions of the Action menu are: Acknowledge/Silence Acknowledges or silences an alarm.

Request Report Opens the Reports display. See section Producing reports.

Load Recipe The function is not available.

Loads the specified recipe.

Print Prints the current display based on the default print settings.

Page Setup Displays the Page Setup dialog box where you can specify such things as page size and orientation.


Print Displays the Print dialog box where you can specify such things as the printer you want to print to.

Print Preview Displays a preview what you want to print.

2.5.6 Configure menu The functions of the Configure menu are not needed in normal operation.

2.5.7 Help menu

The functions of the Help menu are:

Help for this display Calls up context-sensitive help for the current display.

Operators Guide Calls up the Operator’s guide.

Station Help Calls up the help for Station.

Knowledge Builder Calls up Knowledge Builder.8

Knowledge Builder Search Calls up the search function, which allows you to search the whole Knowledge Builder “library” for a particular word or phrase.

VB Scripting Help Calls up the VB Scripting Help.

About Station Displays details about Station, such as its revision number.


2.6 Station window Toolbar functions

The Toolbar push buttons are used to activate the functions needed for the application operation. Some of the functions may also be selected from the Menu bar pulldown menus.

The Toolbar is operated with the mouse by clicking on the required push button. This causes the push button function to be activated. Push button Description

System Menu. Calls up the System Menu, which shows how the system displays are organized - it is, in effect, your system's “table of contents”. The System Menu can be also called up by pressing the function key F1. See section System displays.

Alarm Summary. Calls up the Alarm Summary, which provides a one-line description of every alarm. See chapter Alarms. The Alarm Summary can be also called up by pressing the function key F3.

Ack Alarm. Acknowledges the selected alarm from the Alarm Summary display, when the display is opened in the user interface. The selected alarm can be also acknowledged by pressing the function key F4.

The function is not available. Associated Display. Calls up the display associated with the object that is in alarm, or the selected object.

Callup Display. Calls up the specified display. The specified display can be also called by pressing the function key F5. To call up a display: - Click the button. (or press F5). - Type the display name in the Command zone - Press Enter. A display can be also called just by typing the display name in the Command zone and pressing Enter.

Page Down. In certain system displays, this button calls up the next definition in the current chain (e.g. trend group, Station definition).

Page Up. Correspondingly, this button calls up the previous display in the current chain.

Navigate Back. Navigate Forward. Allow you to move backwards and forwards between displays you have previously called.

The previous display can be also redisplayed by pressing the function key F8.

Reload Page.

Trend. Calls up the specified trend display. A trend can be also displayed by pressing the function key F7. See section Trends. To call up a trend:

- Click the button (or press F7). – Type the trend number in the Command Zone. – Press Enter.


Push button Description

The function is not available.

Group. Calls up the specified group display. To call up a group: - Click the button. - Type the group number in the Command Zone - Press Enter.

The functions are not available. Raise. Raises a parameter value. Lower. Lowers a parameter value.

The functions are not available. Enter. Accepts the newly entered value. Cancel. Cancels the newly entered value, and returns it to its original value.

The function is not available. Enable/Disable. Enables/ disables for the associated tag. Tags are typically disabled when performing maintenance tasks to prevent misleading alarms being generated.

The function is not available. Detail. Displays more details about the selected object.

Faceplate list. Opens the faceplate selection list that can be used to open a faceplate in the Station window. See section Opening a faceplate in the Station window.

Zoom. Changes the magnification of the current display.

2.7 Station window Command Zone You can enter (type) the following commands in the Command Zone. Note that:

• Except where specified, press Enter after entering the command.

• Commands are case-insensitive. For example, you can enter bye, BYE or Bye to log off.

Command Description bye Logs you off from a higher security level to the Oper security level.

display n Displays the description for error n.

pag n Calls up display n (which can be either a number or a name). For example, to call up a display called “pumps”, you would type: pag pumps. A display can be also called just by typing the display name in the Command zone and pressing Enter.

pf file Displays the contents of file.

print file Prints the contents of file.

psw Changes to another security level. (Only applicable if you use Station-Based security.)

pr n Calls up report n, without updating the report's contents. (Use the rpt command if you want to update the contents.)

rpt n Generates report n.

tnd n Calls up trend display n (n is the trend number).


3 Operation

3.1 Entering data Faceplates, for example, contain several fields in which data is entered when the process is being controlled. Set point values, control and limit control parameters, and tuning parameters are such data items. In addition to normal displays, the systems contain application-specific data entry displays and pop-ups. These are used to enter e.g. laboratory analysis results. The data to be entered may be in numerical or text form.

3.1.1 Entering data/text in the entry field

Activate the data entry field by clicking with the left-hand mouse button on the selected field. Type the data/text and press Enter.

3.1.2 Entering data / text in the display The data entry field in the display or in the picture is activated by clicking with the left-hand mouse button on the selected field. The selected field becomes blue. Only one enter field may be selected at a time.

Note! If e.g. some field in the faceplate extension does not show any value, then the function in question has not been defined for this tag. Consequently, data cannot be entered.

Experion PKS Operation • 15 Operator's Guide 03/2004

A window for entering the data opens in the vicinity of the activated field. The window has a data entry field and OK and Cancel push buttons.

The cursor automatically stays in the window’s data entry field after activation. The entry field value is now highlighted which indicates that the previous value may be replaced with a new one immediately.

The preset value is accepted by pressing the Enter key, or by clicking on the OK push button. This causes transmission of the value to the system and the entry window disappears. The entered value is rejected using the Esc key or the Cancel push button; thus the previous value is retained.

Entry field values may be corrected as per character. The cursor is placed at the required point within the value with the mouse or the horizontal arrow keys from the keyboard. Characters may be added to or deleted from the cursor location. It is possible to color in the field value partly or entirely with the mouse or by simultaneously pressing the horizontal arrow keys and the Shift key. The highlighted characters may be replaced with characters entered via the keyboard.

Note, the data entry window is closed if:

• A new display or picture is opened in the Station window

• Esc button is pressed

• Mouse is clicked at the Station window in a place where there are no active points.

• Entering data is not continued within 20 seconds.

16 • Operation Experion PKS Operator's Guide 03/2004

3.1.3 Changing the value by dragging the mouse In the faceplates, e.g. the setpoint value can be changed also by dragging with the mouse

Move the mouse cursor on the violet triangle representing the setpoint on the faceplate and press the left-hand mouse button down. The numerical setpoint value is displayed to the left side of the triangle. Keeping the button depressed, drag the setpoint-triangle to the desired location and release the mouse button.

Depending on the definitions made at the application planning stage, the new value is either accepted directly, or a window, where the selected new value is accepted with the OK push button or canceled with the Cancel push button, is displayed.


3.1.4 Checking the entered data for sensibility Most data items to be entered are provided with a sensibility check to see whether the entered value is within permissible limits or whether the entered text has the correct content. If the entered data does not meet the requirements, a message is displayed in the Message Zone.

Note! Exponential values can be entered in the following ways: You can type to output the exponential value

2200 or 2.2E+003 or 2.2E+3 or 2.2E3

2.200000E+003

0.0022 or 2.2E-003 or 2.2E-3

2.200000E-003

–0.0022 or –2.2E–003 or –2.2E–3

-2.200000E-003

Both uppercase (E) and lowercase (e) can be used.

3.2 Operating pictures in the Station window Pictures to be opened in the Station window include, for example, various pop-ups, and faceplates. The following functions are used for operating all the mentioned pictures.

3.2.1 Activate Only one picture may be active and controlled at a time.

The picture called up last is automatically always active. If several pictures are being displayed simultaneously, the desired picture is activated by clicking with the left-hand mouse button on any section of the picture.

3.2.2 De–activate A picture becomes de-activated when another picture or application is activated. In other words pictures shown in the Station window but not being operated are said to be de-activated.


3.2.3 Moving Pictures opened in the Station window may be moved within the Station window. To do this, press the left-hand mouse button while on the picture title bar and move the picture, keeping the button depressed, to the desired location on the screen, then release the button.

3.2.4 Attaching (Attach push button)

A picture is attached on the Station window by clicking the Attach push button in the picture toolbar with the mouse.

A picture is detached by clicking the down-pressed Attach push button in the picture toolbar. The attachment will be also removed when the picture is closed.

Attached pictures remain visible in the Station window although the custom display is changed. (Unattached pictures and directories will be closed when a new display is called up.) Several pictures may be attached simultaneously in the Station window making it possible to move and attach pictures to build up entities composed of several groups for specific control purposes. Picture attachment can be used, for example, when observing the behavior of a tag while controlling the process by changing the displays of other control targets.

3.2.5 Closing Pictures opened in the Station window may be closed in the following way:

Click with the left-hand mouse button on the Close push button on the picture title bar.

3.2.6 Failed picture request The system issues a message in the Message Zone of the Station window if the request of a picture to be opened in the Station window for some reason fails.


3.3 Displays Station's displays are, in effect, a set of control panels through which you monitor and control your system.

The Experion PKS automation system contains two basic types of displays, System displays and Custom displays.

3.3.1 System displays System displays are supplied with Station and display information in a standardized manner. For the most part, system displays consist of lists of information and “electronic forms”.

Calling up a system display from the System Menu The System Menu is a specialized display - equivalent to the Table of Contents of a book - that provides quick access to the system displays.

Click the System Menu push button on the Toolbar to call up the System Menu shown in the next figure. In the System Menu, click the button opposite the display you want to see.

Calling up a display from menu Select View /Display Summary to call up the Display Summary. Select the desired system display from the Display Summary.

Calling up a display with the Toolbar The Toolbar has several buttons that provide quick access to system displays.

The Alarms display can be opened by clicking the Alarms push button on the Toolbar.


If you know the name of the system display you, click the Callup Display push button on the Toolbar (or press the function key F5), write to the Command Zone the name of the display and press Enter.

Note! You can also open a display in the following way: click the Command Zone with the mouse, write the name of the display and press Enter.

3.3.2 Custom displays Custom displays are project-specific displays that have been created for the Experion PKS automation system for monitoring and operating the process.

The custom displays represent usually the flowchart of the monitored process. The status information, measuring values, modes of the controllers and alarm information is represented in the displays.

Custom displays consist of a basic picture and active points i.e. objects defined for the picture. Objects are used to output, for example, measurement information in the form of values and graphically, valve and motor symbols, various data entry fields and points to call up pop-ups and faceplates on the display.

Calling up the Custom Display to the Station window. Every display has a name that is used in calling up the display to the Station window. Click with the mouse the Callup Display push button, type the name of the display to the Command Zone and press Enter.


If the system does not recognize the name of the display, a message is output to the Message Zone.

Note! The custom displays have usually a separately defined menu display, from where you can move to the desired display by clicking the name of the display or the symbol next to the name.

3.3.3 Requesting the previous/following display It is often necessary to call up the display preceding the opened current display quickly on the screen. This is the case, for example, when the latest control targets are to be checked or the display requested last is not correct.

The previous display is called up by clicking the Navigate back push button on the Toolbar with the left-hand mouse button.

The Navigate Forward push button on the Toolbar can be used to navigate through the displays that have previously been called up to the Station window.

The previous 20 displays may be called up from the Navigate back pulldown menu by mouse clicking.

3.3.4 Requesting display from active display At the application planning stage, the displays usually are provided with activation points, which may be used, for directly accessing new displays. The points are presented as project-specific symbols or buttons with, for example, a specific background color and the name of the display to be requested.

The following figure shows an example of buttons that are used to move between custom displays.

3.3.5 Closing the display It is not actually possible to close the display opened in the Station window. There is always a display visible in the Station window.


3.4 Pop-ups Pop-ups are pictures connected to a specific display in conjunction with the application planning. A pop-up depicts a control target in greater detail than a display. Typically a pop-up contains further information and functions that are not all the time needed when controlling the process.

Pop-ups are of different sizes and they can be defined to appear at selected points on the screen.

3.4.1 Pop-up request A pop-up is requested for on-screen study by clicking with the left-hand mouse button on the point on the display where a pop-up output has been defined. Pop-ups are output at predefined points on the display.


4 Faceplates

4.1 General For detailed study, tuning and control of all basic functions, e.g. measurements, controls, motors, and valves, the system has been provided with faceplates of all these functions.

Attach push buttonTrend push button

Descriptionpush button

Extension push buttonTag block ID

Tag nameAttach push buttonTrend push button

Descriptionpush button

Extension push buttonTag block ID

Tag name

An example of a control faceplate.

Faceplates are of standard sizes and they have always a title bar including functions for closing and moving the faceplate.

This document describes the default texts and colors of the faceplates. Faceplate colors and texts can, however, be localized at the application planning stage. If this is the case, the texts and colors may be different than the ones shown in this document.

The upper part of the faceplate includes the tag block ID of the faceplate. If a tag block name has been determined at the application planning stage, it is shown in the title bar of the faceplate. The upper part of the faceplate has also the Extension push button for opening the faceplate extension and the Attach push button used for attaching a faceplate onto the Station window.

If a functional description has been determined for the faceplate at the application planning stage, the description will be output on the user interface by pressing the Description push button. If trend collection feature has been defined for the tag in question in application planning, a standard trend picture can be called up onto the display by pressing the Trend push button. In addition,

24 • Faceplates Experion PKS Operator's Guide 03/2004

faceplate toolbars can include specific functions, which have been described in connection with the faceplate in question.

When the faceplate request is activated, the faceplate appears near the symbol from which the request was made. It may be then freely transferred and operated within the Station window. See section Operating pictures in the Station window.

4.1.1 Opening a faceplate in the Station window Faceplate request can be activated either from the faceplate selection list or by clicking with the left-hand mouse button on the desired faceplate symbol in the display or pop-up picture.

Several faceplates may be simultaneously displayed in the Station window. Faceplates are always output near the symbol from which the request was activated.

The latest faceplate retrieved on the display is automatically activated and ready to be operated. The title bar of the activated faceplate is blue. When operating a faceplate that was opened earlier, it is first activated by clicking the faceplate with the mouse.

Faceplate request from the faceplate selection list

The faceplate selection list is opened by clicking with the mouse on the Faceplate list push button in the Toolbar.

If e.g. an electric tag ID or instrument tag ID is defined for the tag at the application planning stage (in addition to the tag block ID), the ID by which the request is made can be selected from the Type list field.

The department is selected from the Department list field.

When the Tag list field is opened, a selection list is displayed. The selection list may be scrolled up and down with the scroll bar. Faceplate request can be activated as follows:

• By entering the tag ID via the keyboard into the entry field and accepting it by pressing or by pressing the Enter key. (When the selection list is opened and 1-2 first characters of the tag ID are entered in the entry field, the selection list is automatically shifted to the tags starting with the characters in question.)

Experion PKS Faceplates • 25 Operator's Guide 03/2004

• Activating the desired faceplate by clicking the tag id with the mouse to show the id in the entry box. The function is completed by accepting it with the push button or the Enter key.

You can close the faceplate selection list by pushing the Close push button in the upper right corner of the window .

An example of a situation where a faceplate is called up onto the display by its tag id is when the intention is to directly operate the target involved, or if it is not known which process entity (display) the tag belongs to. The tag id has a maximum of 10 characters, numbers or letters.

Requesting faceplates from the display or pop-up picture Activating a faceplate symbol in the display or pop-up with the mouse is the handiest way of selecting a faceplate for display, as remembering the tag id is not required.

To help the operator spot the areas on the display, to which a faceplate is connected, a uniform code of symbols is always used on the displays in connection with different tag types. In the next table there are some examples of the commonest symbols:

One-way motor

Two-way motor

Two-speed motor

Pump

Open/close valve and motor valve

Three-way valve

Vertical spindle valve

Device control 2/2

Device control 4/3

General logic

Binary


4.1.2 Faceplate extension (Extension push button) Faceplate extensions are of different nature. They include faceplate-specific information and functions, which have been described in connection with the faceplate in question.

Clicking on the Extension push button in the upper part of the faceplate opens the extension. The extension appears on the right of the faceplate.

The faceplate extensions have usually several tabs. The desired tab is opened by clicking its name with the mouse.

To close an extension, press the Extension push button again in the upper part of the faceplate. An extension is also removed when faceplate is closed. An extension is attached together with the faceplate - it cannot be attached separately.

4.2 Measurement


The following information is shown and operated via the faceplate and its extension: Tag block ID

Extension, Description, Trend and Attach push buttons

PV - Measurement value

Measurement unit and measurement range

Sensor alarm

Alarm limits

Warning limits

Interlock limits

Alarms disable

Measurement disconnection

Measurement filtering constants, FIL

Application-specific parameter, PAR

Tag block ID The tag block ID is shown in the faceplate. The maximum tag block ID length is 10 characters. Normally, tag block ID coding follows the coding practice of the production plant being controlled.

If a name has been determined for the tag block at the application planning stage, it is shown in the title bar of the faceplate.

Extension push button See section Faceplate extension (Extension push button).

Description push button See section Functional descriptions for faceplates.

Trend push button

If the trend collection feature has been defined for the tag in question in application planning, a standard trend picture can be called up onto the display by pressing the Trend push button. See section Standard trends.

If the faceplate does not show the Trend push button, then the trend collection feature has not been defined for this tag.

Attach push button See section Attaching (Attach push button).

Measurement value (PV), measurement unit and measurement range The measurement value is displayed in the faceplate by means of a green bar and a numerical value below the bar provided with the code PV. The measurement unit used and the upper and lower limits of the measurement range are shown on the left-hand side of the bar.


The following measurement bar types can be defined at the application planning stage: plot from bottom upwards (from lower limit to upper limit), plot from top downwards (from upper limit to lower limit) or plot from zero upwards and downwards, if lower limit < 0 and upper limit > 0.

Sensor alarm The system issues a sensor alarm, if a field measurement value overruns the defined signal range or falls below the range due to a faulty sensor, transmitter, cable or the like.

A sensor alarm is shown in the faceplate as follows: A red arrow pointing up is displayed above the measurement bar when the measurement data has overrun the measurement range (upper sensor alarm). A red arrow pointing down is displayed below the measurement bar when the data is below the range (lower sensor alarm).

In a sensor alarm situation, the measurement value becomes locked at its most recent in range value obtained prior to the sensor alarm activation.

4.2.1 Measurement faceplate extension, Limits tab

Warning limits There are two warning limits, upper and lower. In the faceplate the warning limits are shown with yellow color in the scale to the left of the measurement bar. If a measurement value exceeds the upper warning limit or falls below the lower limit, a warning is issued changing the measurement bar and the numerical value field yellow.

The purpose of the warning limits is to inform the operator of a possible forthcoming disturbance situation before the actual alarm is activated. This is why the operator with a normal authorization is allowed to set the warning limits himself. However, the value must be within the measurement range for the system to accept it.

Warning limits are displayed in the Upper warning and Lower warning fields of the faceplate extension. The upper or lower warning limit may be changed by clicking with the left-hand mouse button on the desired field. For more information on data entry, see section Entering data.


Note! If the faceplate extension does not show the upper or lower warning limit, then the function in question has not been defined for this tag. Consequently, the limit cannot be changed.

Alarm limits There are two alarm limits: upper and lower. In the faceplate the alarm limits are shown with red color in the scale to the left of the measurement bar.

If a measurement value exceeds the upper alarm limit or falls below the lower limit, an alarm is issued. This is indicated by the red color in the measurement bar and numerical value field in the faceplate.

The alarm limits can be changed only by the user having the user ID with rights to change critical parameters. However, the value must be within the measurement range for the system to accept it.

The upper or lower alarm limit may be changed by clicking with the left-hand mouse button on the Upper alarm or Lower alarm fields of the faceplate extension. For more information on data entry, see section Entering data.

Note! If the faceplate extension does not show the upper or lower alarm limit, then the function in question has not been defined for this tag. Consequently, the limit cannot be changed.

Interlock limits: Two interlock limits are possible - upper and lower. In the faceplate the interlock limits are shown with black color in the scale to the left of the measurement bar. Interlock limits are used to interlock various control functions if tag measurement overruns the upper interlock value or falls below the lower interlock value.

Interlock limits are defined at the system application planning stage. The limits cannot be changed via the faceplate extension, but they are displayed in the Upper interlocking and Lower interlocking fields of the faceplate extension, however.


Note! If the faceplate extension does not show the upper or lower interlock limit, then the said function has not been defined for this tag.

Alarms disabling

Note! This function can be used, if it has been defined for the tag in question at the application planning stage. The use of alarm disabling must be carefully considered in each case so as not to endanger the process, devices or the operating personnel by disconnecting the normal output of alarms.

If the Alarms disabling function has been defined for the tag in question at the application planning stage, it is possible to disable the alarms of the tag, if a disturbance in the process or a fault in field devices continuously activates unnecessary alarms distracting the operator. The alarms can be disabled only by the user having the user ID with rights to change critical parameters.

Alarms are disabled in the following way: activate with the mouse the Alarms field at the bottom of the faceplate extension and click the Disabled button in the data entry window. This produces the text Alarms disabled on the yellow background on the left of the measurement bar. Having done this, the generation of all alarms in the tag is disabled.

The alarm disable is correspondingly removed: activate the Alarms field and click Enabled in the data entry window. Following this, the alarms are again generated in the normal manner.

4.2.2 Measurement faceplate extension, Application spec. tab


The Application specific tab contains the following project-specific parameters. AP1 label Application specific parameter 1

AP2 label Application specific parameter 2

The parameters can be changed only by the user having the user ID with rights to change critical parameters.

4.2.3 Measurement faceplate extension, Info tab


Note! This function can be used, if it has been defined for the tag in question at the application planning stage.

If the Measurement disconnection function has been defined for the tag in question at the application planning stage, the user may, in case a transmitter or sensor is broken, disconnect the field measurement and give the measurement a suitable value. Thus, the tag in question may be used for process control purposes also when the field device is being repaired. The function is necessary especially for tags used for control or interlocking purposes. The measurement can be disconnected only by the user having the user ID with rights to change critical parameters.

The measurement is disconnected in the following way: activate the Measurement connected field with the mouse and click the No push button in the data entry window.

The text PV disconnected on the yellow background appears to the left side of the measurement bar. The measurement value coming from the sensor remains displayed in the Measurement disconnected field.

The user enters the desired measurement value to the Measurement field. (For more information on data entry, see section Entering data.) After accepting, the entered value becomes the measurement value of the tag, i.e. the value is displayed in the Measurement value (PV) field and in the Measurement bar.


The measurement disconnection is removed as follows: activate the Measurement connected field and click Yes in the data entry window. The measurement value will again commence to comply with field messages, and the notification text displayed on the left side of the measurement bar is removed.

ID and Name fields The ID1 field automatically displays the tag block ID. The ID2 and ID3 fields can be defined as per project. Generally these fields display electric tag IDs and instrument tag IDs, if they have been determined at the application planning stage.

If a name has been determined for the tag block at the application planning stage, it is shown in the Name field of the Info tab.

4.2.4 Measurement faceplate extension, Tuning tab

Filtering constant The filtering constant in the Meas. filtering field is used to control the way the measurement value of a tag reacts to fast changes of the measurement values transmitted by a measurement sensor. In this way, measurements can be stabilized to facilitate reading their values and their use for control and interlock purposes.

Filtering constant 1 corresponds to an entirely unfiltered value, and 0 to a completely filtered value (the value does not change at all). Normally, the initial filtering constant of all measurements is 1, from which it is decreased if necessary.

The filtering constant can be changed only by the user having the user ID with rights to change critical parameters. The value is changed by clicking on the Meas. filtering field with the left-hand mouse button. For more information on data entry, see section Entering data.

Application specific parameter

Note! The purpose of the application specific parameter, as well as the heading text shown in the extension, is defined separately for each project. The parameter is not necessary used in all measurement tags.


The parameter may be used for defining a proportional coefficient, a correction factor or a value affecting the tag function.

If the application specific parameter has been defined for the tag in question, it can be seen in PAR field. The parameter can be changed only by the user having the user ID with rights to change critical parameters. The parameter is changed by clicking on the PAR field with the left-hand mouse button. For more information on data entry, see section Entering data.

4.2.5 Measurement faceplate extension, Associated pages tab

If associated pages have been defined for the tag in question at the application planning stage, they can be opened from the Associated pages tab of the faceplate extension. The maximum amount of associated pages is 10. The icon tells the type of the associated page:

Display

Faceplate

Popup

Document (text or picture file)

Click the icon or its description to open the associated page.

4.3 Control


The following information is shown and operated via faceplate and its extension: Tag block ID


Controller state list field

Measurement unit and measurement range

SP - Set point value

PV - Measurement value

OP - Control value

Remote set point value / Cascade connection

Sensor alarm

Alarm limits

Warning limits

Interlock limits

Alarms disabling

Maintenance sign


Controller tuning parameters: K, I and D

Measurement filtering constant

Application-specific parameter

Interlocking causes





Trend push button If the trend collection feature has been defined for the tag in question in application planning, a standard trend picture can be called up onto the display by pressing the Trend push button. See section Standard trends.




Controller state

The controller may be in the Manual or Automatic mode. In addition, there may be application specific controllers that receive their set point values from another controller in cascade connection or from a computer. The tag block can also have an application specific mode. The text that describes the application specific mode is defined separately for each project. The text in the faceplate’s Controller state field shows the controller state.

To change the controller state, click on the arrow on the right side of the Controller state list field with the mouse. This calls up a pulldown menu on the screen to activate the desired execution mode change. The pulldown menu shows only those status alternatives that are possible for the tag in question.

If the controller is override-controlled to a certain state due to interlocking or some other application specific reason, this is indicated by the text Mode interlocked on the yellow background on the left side of the measurement bar. In many cases, the controller is switched to the manual mode if a sensor alarm occurs.

Set point value (SP)

The controller set point value is shown in the faceplate as a violet arrow placed partly on top of the measurement value bar. It is also shown in numerical form below the measurement value and provided with the code SP.

Note! Depending on the purpose of the application, some or all controllers have been defined to function in such a manner that the set point value follows the measurement value in the Manual mode. Consequently, it is impossible to change the set point value of such controllers in the Manual mode.

The set point value change is activated by clicking on the Set point (SP) value field with the mouse. For more information on data entry, see section Entering data.

The set point value has usually the same range as the measurement value.


Measurement value (PV), measurement unit and measurement range The measurement value is displayed in the faceplate by means of a green bar and a numerical value below the bar provided with the code PV. The measurement unit used and the upper and lower limits of the measurement range are shown on the left of the bar.

The following measurement bar types can be defined at the application planning stage: plot from bottom upwards (from lower limit to upper limit), plot from top downwards (from upper limit to lower limit) or plot from zero upwards and downwards, if lower limit < 0 and upper limit > 0.

Control value (OP)

The control issued by the controller, i.e. the output message is displayed in a faceplate using a blue bar and a numerical value with the code OP. The control range is always 0 - 100 %.

The control value change is activated by clicking on the control value field with the mouse. For more information on data entry, see section Entering data.

The control upper limit and control lower limit are determined at the application planning stage. These limits have the following effect on the plotting of the control bar:

Plot from bottom upwards, if lower limit < upper limit lower limit => 0 upper limit > 0

Plot from top downwards, if lower limit < upper limit lower limit < 0 upper limit =< 0

Plot from zero upwards and downwards, if lower limit < 0 upper limit > 0.

Remote setpoint value / Cascade connection Cascade connections are defined at the application planning stage. The other part information is displayed in the faceplate and extension as follows:


If the controller gets its set point value from another controller, the remote set point value is shown in the faceplate as a gray arrow on the left side of the measurement value bar.

The faceplate of the transmitting tag is displayed when the arrow is clicked with the left-hand mouse button. The tag block ID of the transmitting tag is output in the Connection from field of the Info tab and the setpoint value in the Remote setpoint field of the Info tab.

Depending on the application, the controller uses the remote set point value when the controller is in a cascade or a computer state.

If the controller value is used as a set point value in another controller, a blue arrow is displayed on the right side of the

measurement value bar . The tag block ID of the controller where the value is sent can be displayed by clicking the arrow with the left-hand mouse button.

Sensor alarm The system issues a sensor alarm, if a field measurement value overruns the measurement range defined for it or falls below it due to a faulty sensor, transmitter, cable or the like.

A sensor alarm is shown in the faceplate as follows: A red arrow pointing up is displayed above the measurement bar when the measurement data has overrun the measurement range (upper sensor alarm). A red arrow pointing down is displayed below the measurement bar when the data is below the range (lower sensor alarm).

In a sensor alarm situation the measurement value becomes locked at its most recent in range value obtained prior to the sensor alarm activation.

4.3.1 Control faceplate extension, Interlocking causes tab

Mouse click outputsthe faceplatein question


The interlocking causes are shown in the Control faceplate extension’s Interlocking causes tab as a scrollable list. The list shows the interlocks defined for the tag at the application planning stage. The maximum number of interlocks is ten. The interlocking causes are shown in the list by a text describing the interlock or by the tag name, or both the text and the tag name. Interlocking causes can be


an exceeded measurement limit, valve position, or another started or stopped motor.

When the interlock is not activated, the text color is black. An active interlock is indicated by the red bold text color. When the extension is opened the valid interlocking causes are shown in the Interlocking causes list.

If the interlocking cause has been defined using the tag name, the faceplate in question may be displayed on the screen by clicking with the mouse on the tag name in the list.

Bypassing interlocks: All valid interlocks can be bypassed in the following way: activate with the left-hand mouse button the Bypass interlockings field and click the Yes push button in the data entry window. Bypassed, valid interlocks are indicated by the bold pink text color. Also the text Bypass on the yellow background appears on the faceplate, if the text output has been defined for the tag in question at the application planning stage.

The bypass is correspondingly removed: activate the Bypass interlockings field and press the No push button in the data entry window.

The interlockings can be bypassed only by the user having the user ID with rights to change critical parameters.

4.3.2 Control faceplate extension, Limits tab

Warning limits There are two warning limits, upper and lower. In the faceplate the warning limits are shown with yellow color in the scale to the left of the measurement bar. If a measurement value exceeds the upper warning limit or falls below the lower limit, the system issues a warning, which changes the measurement bar and the numerical value field yellow.

The purpose of the warning limits is to inform the operator of a possible forthcoming disturbance situation before the actual alarm is activated. This is why the operator with normal operation rights is allowed to set the warning limits himself. However, the value must be within the measurement range for the system to accept it.

Warning limits are displayed in the Upper warning and Lower warning fields. The upper or lower warning limit may be changed


by clicking with the left-hand mouse button on the desired field. For more information on data entry, see section Entering data.

Note! If the faceplate extension does not show the upper or lower warning limit, then the function in question has not been defined for this tag. Consequently, the limit cannot be changed.

Alarm limits There are two alarm limits: upper and lower. In the faceplate the alarm limits are shown with red color in the scale to the left of the measurement bar. If a measurement value exceeds the upper alarm limit or falls below the lower limit, the system issues an alarm, which is indicated with red color in the measurement bar and in the numerical value field of the faceplate.

The alarm limits can be changed only by the user having the user ID with rights to change critical parameters. However, the value must be within the measurement range for the system to accept it.

The upper or lower alarm limit may be changed by clicking with the left-hand mouse button on the Upper alarm or Lower alarm fields of the faceplate extension where the alarm limits are displayed as numerical values. For more information on data entry, see section Entering data.

Note! If the faceplate extension does not show the upper or lower alarm limit, then the function in question has not been defined for this tag. Consequently, the limit cannot be changed.

Interlock limits Two interlock limits are possible - upper and lower. In the faceplate the interlock limits are shown with black color in the scale to the left of the measurement bar. Interlock limits are used to interlock various control functions if tag measurement overruns the upper interlock value or falls below the lower interlock value.

Interlock limits are defined at the system application planning stage. The limits cannot be changed via the faceplate extension, but they are displayed in the Upper interlocking and Lower interlocking fields of the faceplate extension, however.

Note! If the faceplate extension does not show the upper or lower interlock limit, then the said function has not been defined for this tag.

Maintenance The Maintenance function is meant to be used only if it has been defined for the tag in question at the application planning stage, i.e. the function is activated by a signal from the field.

This sign is used in the faceplate to inform operators of field maintenance jobs in progress.


The sign Maintenance appears in the faceplate activated by a signal from the field and the tag control mode and control state are settled as defined at the application planning stage. The states are not changeable via the faceplate.

Note! The Maintenance sign must not be set from the Maintenance field of the faceplate extension unless there is a specific, agreed purpose for it. The sign set via the extension does not prevent changing the control state via the faceplate. The sign is thus not a sure method of preventing accidental starts. Sure methods of preventing accidental starts are to turn the safety switch to the 0 position or to remove the fuses.

Alarms disabling


If the Alarms disabling function has been defined for a tag at the application planning stage, it is possible to disable the alarms of the tag, for example, if a disturbance in the process or a fault in field devices continuously activates unnecessary alarms distracting the operator. The alarms can be disabled only by the user having the user ID with rights to change critical parameters.

Alarms are disabled in the following way: activate with the mouse the Alarms field at the bottom of the faceplate extension and click the Disabled button in the data entry window. This produces the Alarms disabled information text on the yellow background on the left of the measurement bar. Having done this, the generation of all alarms in the tag is disabled.


Experion PKS Faceplates • 41

4.3.3 Control faceplate extension, Application specific tab

The purpose of the application specific parameters is defined separately for each project. The application specific parameters can

Operator's Guide 03/2004

be changed only by the user having the user ID with rights to ccritical parameters. AP1 Application specific parameter 1

AP2

hange

Application specific parameter 2

e

4.3.4 Control facepla xtension, Info tab

RMP Application specific ramping valu

DEA Control deviation alarm limit

te e


it has been defined for the tag in Note! This function can be used, if question at the application planning stage.

If the Measurement disconnection function is defined for a tag in connection with the application planning, the user may disconnect

ally rement

with the mouse and click the No push

nt value coming from

nt For more information on data entry, see section Entering data.)

click Yes in the data entry

the field measurements and give them a suitable value in case a transmitter or sensor is broken. Thus, the tag in question may be used for controlling the process also when field instrument maintenance work is in progress. The function is necessary especifor tags used for control or interlocking purposes. The measucan be disconnected only by the user having the user ID with rights to change critical parameters.

The measurement is disconnected in the following way: activate the Measurement connected fieldbutton in the data entry window.

The text PV disconnected on the yellow background appears to the left side of the measurement bar. The measuremethe sensor remains displayed in the Measurement disconnected field.

The user enters the desired measurement value to the Measuremefield. (After accepting, the entered value becomes the measurement value of the tag, i.e. the value is displayed in the Measurement value field (PV) and in the Measurement bar.

The measurement disconnection is removed as follows: activate the Measurement connected field and window. The measurement value will again commence to comply


with field messages, and the notification text displayed on the left side of the measurement bar is removed.

ID and Name fields ally displays the tag block ID. The ID2 and

n

at the application

4.3.5 Control faceplate extension, Tuning tab

The ID1 field automaticID3 fields can be defined as per project. Generally these fields display electric tag IDs and instrument tag IDs, if they have beedetermined at the application planning stage.

If a name has been determined for the tag blockplanning stage, it is shown in the Name field of the Info tab.

Tuning parameters rameters are Gain, Integration time and

rs can be changed only by the user having the user

Filtering constant (Meas. filtering field of the extension) is used

nt

ses.

rom

ed only by the user having the

g field

The controller tuning paDerivation time.

Tuning parameteID with rights to change critical parameters. Tuning parameters may be changed by clicking with the left-hand mouse button on the desired field. For more information on data entry, see section Entering data.

The filtering constant to control the way the measurement value of a tag reacts to fast changes of the measurement values transmitted by a measuremesensor. In this way, measurements can be stabilized to facilitate reading their values and their use for control and interlock purpo

Filtering constant 1 corresponds to an entirely unfiltered value, and 0 to a completely filtered value (the value does not change at all). Normally, the initial filtering constant of all measurements is 1, fwhich it is decreased if necessary.

The filtering constant can be changuser ID with rights to change critical parameters. The value is changed by clicking on the faceplate extension’s Meas. filterinwith the left-hand mouse button. For more information on data entry, see section Entering data.


Application specific parameter

Note! The purpose of the application specific parameter (PAR), as well as the heading text shown in the extension, is defined separately for each project. The parameter is not necessary used in all control tags.

The parameter may be used for defining a proportional coefficient, a correction factor or a value affecting the tag function.

If the application specific parameter has been defined for the tag in question, it can be seen on the Tuning tab of the extension. The parameter can be changed only by the user having the user ID with rights to change critical parameters. The parameter is changed by clicking on the parameter value field with the left-hand mouse button. For more information on data entry, see section Entering data.

4.3.6 Control faceplate extension, Associated pages tab


Display

Faceplate

Popup




4.4 One-way and two-way or two-speed motor Motor faceplates are used to control electrically powered devices such as pumps, conveyors and fans.

One-way motor faceplate

Two-way motor faceplate

Two-speed motor faceplate

Note! The colors and texts of the Start and Stop push buttons depend on project-specific definitions.



Control mode list field

Motor state:

One-way motor

Two-way/two-speed motor

Motor start/stop

Current measurement

Alarm on

Interlock on

Control disable

Maintenance sign

Local control

Alarms disabling

Interlocking causes and interlocking targets









Control mode There are two motor control modes: manual control (Manual) and automatic control (Automatic). In the manual mode, a motor gets its start and stop commands from the operator. In the automatic control, the motor receives its start and stop commands from an automatic internal system function, e.g. a sequence. The tag block can also have an application specific mode. The text that describes the application specific mode is defined separately for each project.

The control mode is indicated by a corresponding text in the upper part of the faceplate.

To change the control mode, click on the arrow on the right side of the Control mode list field with the mouse. This calls up a pulldown menu on the screen to activate the desired control mode (Automatic / Manual).

One-way motor state The motor state is shown in the texts and colors of the Start and Stop push buttons at the bottom of the faceplate. With the motor running, the text of the Start push button is Running and the color of the push button is green. With the motor off, the text of the Stop push button is Stopped and the color of the push button is white.

In a control situation, the text and color of the push button changes showing the current state. The Start push button has the states Start/ Starting/ Running and the Stop push button has the states Stop/ Stopping/ Stopped. If the control is not executed within the time-out period, an alarm is issued. The alarm is indicated by the red blinking color of the push button. When the alarm has been acknowledged but it is still valid the background color of the state is steady red.


One-way motor start/stop To start the motor, click on the Start push button with the left-hand mouse button and accept the command by pressing OK on the message window. If the control is not performed, the message window can be closed by clicking the Cancel push button with the mouse or clicking the Esc key.

Once the system has received the command and the run status data has been fed back from the field, the Stop push button changes gray and the Start push button changes green. The text in the Start push button changes to the text Running indicating the state.

The motor is stopped correspondingly by clicking on the Stop push button with the left-hand mouse button and accepting the command by pressing OK on the message window. If the control is not performed, the message window can be closed by clicking the Cancel push button with the mouse or clicking the Esc key.

Once the system has received the command and the stop status data has been fed back from the field, the Start push button is gray and the Stop push button white. The text in the Stop push button changes to the text Stopped indicating the state.

State of a two-way or two-speed motor When a motor can be run in two directions or at two different speeds, the presentation of motor states and issuing of commands depend on the definitions made at the application planning stage.

The motor state is shown in the Start and Stop push buttons at the bottom of the faceplate. With the motor running, the text of the Start push button indicating the direction/speed of the motor is Running or Running2 and the color is green. With the motor off, the color of the Stop push button is white.

In a control situation, the text and color of the push button changes showing the current state. The Start push buttons have the states Start1/ Starting1/ Running1 and Start2/ Starting2/ Running2. When the motor is stopped, the states are Stop/ Stopping/ Stopped.


If the direction/speed limits of the motor for some reason remain both simultaneously valid, the current state as well as the control state are both output in purple. If the control is not executed within the time-out period, an alarm is issued. The alarm is indicated by the red blinking color of the push button. When the alarm has been acknowledged but it is still valid the background color of the state is steady red.

Start/stop of a two-way or two-speed motor

Two-way motor faceplate

Two-speed motor faceplate

The faceplate has a Stop push button and the two push buttons for directions or speeds.

Depending on the definition, the motor may be operated in different ways:

• Normally a two-direction motor requires an intermediate stop before changing the direction. In that case the other direction push button appears dimmed and only the Stop push button is selectable.

• If an intermediate stop has not been defined, then both options may be selected.

The motor is started by clicking on the Start push button indicating the direction/speed of the motor and accepting the command by pressing OK on the message window. If the control is not performed, the message window can be closed by clicking the Cancel push button with the mouse or clicking the Esc key.

Once the system has received the command and the run status data has been fed back from the field, the Stop push button changes gray and the Start push button changes green. The Start push button text changes to the text Running1/Running2 indicating the valid status and the direction/speed of the motor.

To stop the motor, select the Stop push button and accept the command by pressing OK on the message window. If the control is not performed, the message window can be closed by clicking the Cancel push button with the mouse or clicking the Esc key.


Once the system has received the command and the stop status data has been fed back from the field, the Start push button is gray and the Stop push button white. The text in the Stop push button changes to the text Stopped indicating the state.

Current measurement

The electric current of a running motor is shown as a number and an indicator above the push buttons of the faceplate. The unit may be a percentage value (%) or in amps (A).

Note! Depending on the application, the scale of the current measurement can also be logarithmic.

An upper alarm limit may be defined for current measurements. The alarm limit is shown in the faceplate extension. If this limit is exceeded, an alarm is issued and the current indicator and value field turn blinking red. An acknowledged but still valid alarm is indicated by the steady red color.

The upper limit value can be changed only by the user having the user ID with rights to change critical parameters.

Depending on the application, not all motors are provided with a current measurement. In such cases, the value is not displayed in the faceplate.

Alarm on In case a motor fails to start after the time-out period, an alarm is issued. An alarm is also issued if a motor does not stop following a stop command, or if a motor starts or stops by itself.

An alarm is shown in the faceplate as a blinking red status text box. When the alarm is acknowledged but still valid the status text box background is steady red.

Interlock on If a motor has been set to stand still or run using the safety interlocking, for example, a text describing the status is shown at the bottom of the faceplate. When this is the case, the motor cannot be started or stopped. The faceplate extension shows the interlocking causes.


Control disable There are two types of disabled controls: start disabled and stop disabled. The difference between the interlocking and control disable is that the start disable does not stop the motor, but inhibits the motor from being started again once it stops. In the same way, the stop disable does not start the motor, but prevents a running motor from being stopped.

When control disable is on, a text describing the status is shown on the faceplate.

4.4.1 Motor faceplate extension, Interlocking causes and targets tab



Interlocking causes tab



Interlocking targets tab

The causes and targets of tag interlock or control disable are shown as scrollable lists in the faceplate extension. The lists can be scrolled using the vertical scroll bars.

The interlocking cause can be an exceeded measurement limit, valve position, or another started or stopped motor. An active interlocking cause is indicated by the bold red text color.

The running of a motor or its standstill may interlock other functions, e.g. other motor, valve etc. positions may be interlocking targets. An active interlocking target is indicated by the bold black text color.

If there are no active interlocks, the color of the text is black.

When the extension is opened the valid interlocking causes/targets are shown in the Interlocking causes/targets list.


If the interlocking cause/target has been defined at the application planning stage using the tag name, the faceplate in question is displayed on the screen by clicking with the mouse on the tag name in the list.

Bypassing interlocks: All valid interlocks can be bypassed in the following way: activate with the left-hand mouse button the Bypass interlockings field in the Interlocking causes tab and click the Yes push button in the data entry window. Bypassed, valid interlocks are indicated by the bold pink text color. Also the text Bypass on the yellow background appears on the faceplate, if the text output has been defined for the tag in question at the application planning stage.

The bypass is correspondingly removed: activate the Bypass interlockings field and click the No push button in the data entry window.


4.4.2 Motor faceplate extension, Application specific tab

Application specific parameters The purpose of the application specific parameters is defined separately for each project. The parameters can be changed only by the user having the user ID with rights to change critical parameters. AP1 Application specific parameter 1

AP2 Application specific parameter 2






Alarms disabling


If the Alarms disabling function has been defined for the tag in question in application planning, it is possible to disable the alarms of the tag, for example, when a disturbance in the process or a fault in field devices continuously activates unnecessary alarms distracting the operator. The alarms can be disabled only by the user having the user ID with rights to change critical parameters.

Alarms are disabled in the following way: activate with the mouse the Alarms field at the bottom of the faceplate extension and click the Disabled button in the data entry window. This produces the Alarms disabled information text on the yellow background on the faceplate. Having done this, the generation of all alarms in the tag is disabled.


Local control

Note! The function is used, according to project specific definitions, for motors, which may be controlled from the field using the local control.

Usually, the motor control is transferred to the field by the Manual/Automatic switch residing in the field. When using this switch the motor cannot be controlled from the control room. If the local control is on, the faceplate shows the text Local control on the yellow background.

Depending on the application, the motor control can be transferred to the local switches from the faceplate. This can be done in the following way: activate with the left-hand mouse button the Local control state field and click the Yes push button in the data entry window. The faceplate shows the text Local control indicating that the local control is on.


The control is returned to the control room correspondingly: activate with the left-hand mouse button the Local control state field and click the No push button in the data entry window.

Upper alarm limit An upper alarm limit may be defined for current measurements. If this limit is exceeded, an alarm is issued and the current indicator and value field turn blinking red. An acknowledged but still valid alarm is indicated by the steady red color.

The upper limit value can be changed only by the user having the user ID with rights to change critical parameters. The value is changed by clicking on the field in question with the mouse. For more information on data entry, see section Entering data.

Depending on the application, not all motors are provided with a current measurement. In such cases, the value is not displayed in the faceplate.

4.4.3 Motor faceplate extension, Info tab

The Text1 and Text2 fields of the Info tab can contain information about the tag in question. The information texts are defined at the application planning stage.

The ID1 field automatically displays the tag block ID. The ID2 and ID3 fields can be defined as per project. Generally these fields display electric tag IDs and instrument tag IDs, if they have been determined at the application planning stage.



4.4.4 Motor faceplate extension, Associated pages tab


Display

Faceplate

Popup



4.5 Open/close, three-way and motor valve The valve faceplate is used for controlling open/close valves, three-way valves and motor valves.

Open/close valve and three-way valve faceplate

Motor valve faceplate

Note! The colors and texts of the Open and Close push buttons depend on project-specific definitions.


The following information is shown and may be operated via the faceplate and its extension: Tag block ID



Valve position

Valve position measurement

Valve control:

Alarm on

Interlock on

Control disable

Maintenance sign

Alarms disabling






Trend push button If the trend collection feature has been defined for the tag in question in application planning (applicable only to the open/close valve and three-way valve), a standard trend picture can be called up onto the display by pressing the Trend push button. See section Standard trends.



Control mode


There are two valve control modes: Manual control and Automatic control. In the manual mode, a valve gets its open and close commands from the operator. In the automatic control, the valve receives its open and close commands from an automatic internal


system function, e.g. a sequence. The tag block can also have an application specific mode. The text that describes the application specific mode is defined separately for each project.


To change the valve controlling state, click on the arrow on the right side of the mode field with the mouse. This calls up a pulldown menu on the screen to activate the desired execution mode change (Automatic / Manual).

Valve position The valve position is shown in the texts and colors of the Open and Close push buttons at the bottom of the faceplate. With the valve open, the Open push button is green. With the valve closed the text of the Close push button is Closed and the color of the push button is white.

In a control situation, the text and color of the push button changes showing the current state. The Open push button has the states Open/ Opening/ Open. When the valve is closed, the states are Close/ Closing/ Closed.

If the valve’s both limits remain for some reason simultaneously valid, the current state and the control state are both displayed in purple. If the control is not executed within the time-out period, an alarm is issued indicated by the flashing red color of the valid state. If the alarm is acknowledged but still valid it is indicated by the steady red color of the valid state field.

Valve position measurement Motor valves are provided with a position measurement indicating the true valve position as a percentage value. This helps to monitor closing and opening more accurately than would be possible if relying only on the open and close messages.

The position measurement value is displayed by a number and an indicator above the push buttons of the faceplate.

Open/close valve control To open a valve click on the Open push button with the left-hand mouse button and accept the command by pressing OK on the message window. If the control operation is not executed, the message window can be closed by clicking on the Cancel push button, or by pressing the Esc key. Once the system has received the command and the status data is fed back from the field, the Open push button changes green.

To close a valve, click correspondingly on the Close push button and accept the command by pressing OK on the message window. Once the system has received the command and the status data is fed back from the field, the Close push button changes white.


Three-way valve control A three-way valve has several selectable positions of equal importance and none of them is clearly an open or close position.

The faceplate of a three-way valve is identical to the open/close valve, except for the valve position texts which are determined by the application planning, e.g. POS1 and POS2. Three-way valves are controlled according to the same principle as open/close valves. See section Open/close valve control.

Motor valve control Motor valve can be stopped in any intermediary position by pressing the Stop push button.

To open a motor valve click on the Open push button with the left-hand mouse button and accept the command by pressing OK on the message window. If the control operation is not executed, the message window can be closed by clicking on the Cancel push button, or by pressing the Esc key. Once the system has received the command and the status data is fed back from the field, the Open push button changes green.

The motor valve may be stopped while opening is in progress by pressing the Stop push button with the mouse and accepting the command by pressing OK on the message window. The current state is then displayed by the text Open in the uppermost push button and the control state by the text Stopped in the midmost push button.

To close a motor valve, click correspondingly on the Close push button and accept the command by pressing OK on the message window. If the control operation is not executed, the message window can be closed by clicking on the Cancel push button, or by pressing the Esc key. Once the system has received the command and the status data is fed back from the field, the Close push button changes white. The text in the Close push button changes to the text Closed indicating the state.

The motor valve may be stopped while closing is in progress by pressing the Stop push button with the mouse and accepting the command by pressing OK on the message window. The current state is then displayed by the text Closed in the uppermost push button and the control state by the text Stopped in the midmost push button.


Alarm on In case a valve does not open after a specific time-out period, an alarm is generated. An alarm is also generated if the valve fails to close in spite of the command, or if it opens or closes by itself.

Alarms are displayed in the faceplate as a blinking red status data. If the alarm is acknowledged but still valid, the status data field is steady red.

Interlock on If a valve has been set to open by the safety interlocking, for example, the text Protective open on the yellow background is shown in the faceplate. When this is the case, the valve cannot be closed.

Correspondingly, if a valve has been set to close by the safety interlocking, the text Protective close on the yellow background is shown in the faceplate. When this is the case, the valve cannot be opened.

The extension shows the interlocking cause.

Control disable There are two types of control disables: open disable and close disable. Setting the open disable prevents a closed valve from being opened. In the same way, the close disable prevents an opened valve from being closed.

The difference between the interlocking and control disable is that, for example, setting the open disable does not close the valve, but prevents a closed valve from being opened.

An activated open disable is shown by the text Inhibited open in the faceplate. An activated close disable is shown by the text Inhibited close in the faceplate.

4.5.1 Valve faceplate extension, Interlocking causes and targets tab









The interlocking cause can be an exceeded measurement limit, valve position, or another started or stopped motor. An active interlocking cause is indicated by the bold red text color.

The running of a motor or its standstill may interlock other functions, e.g. other motor, valve etc. positions may be interlocking targets. An active interlocking target is indicated by the bold black text color.

If there are no active interlocks, the color of the texts is black.


If the interlocking cause/target has been defined in application planning using the tag name, the faceplate in question is displayed on the screen by clicking with the mouse on the tag name in the list.





4.5.2 Valve faceplate extension, Application specific tab







Alarms disabling


If the Alarms disabling function has been defined for the tag in question in application planning, it is possible to disable the alarms of the tag, for example, when a disturbance in the process or a fault


in field devices continuously activates unnecessary alarms distracting the operator. The alarms can be disabled only by the user having the user ID with rights to change critical parameters.

Alarms are disabled in the following way: activate with the mouse the Alarms field at the bottom of the faceplate extension and click the Disabled push button in the data entry window. This produces the Alarms disabled information text on the yellow background on the faceplate. Having done this, the generation of all alarms in the tag is disabled.


Local control

Note! The function is used, according to project specific definitions, for valves, which may be controlled from the field using the local control.

Usually, the valve control is transferred to the field by the Manual/Automatic switch residing in the field. When using this switch the valve cannot be controlled from the control room. If the local control is on, the faceplate shows the text Local control.

Depending on the application, the valve control can be transferred to the local switches from the faceplate. This can be done in the following way: activate with the left-hand mouse button the Local control state field and click the Yes push button in the data entry window. The faceplate shows the text Local control indicating that the local control is on.

The control is returned to the control room correspondingly: activate with the left-hand mouse button the Local control state field and click the No push button in the data entry window


4.5.3 Valve faceplate extension, Info tab

The Text1 and Text2 fields of the Info tab can contain information about the tag in question. The information texts are defined in application planning.

The ID1 field automatically displays the tag block ID. The ID2 and ID3 fields can be defined as per project. Generally these fields


display electric tag IDs and instrument tag IDs, if they have been determined at the application planning stage.


4.5.4 Valve faceplate extension, Associated pages tab


Display

Faceplate

Popup



4.6 Switch Switch faceplates are used to select execution modes, products, product lines and other similar entities that are not selected directly via certain valves or motors.

Note! The colors and texts of the On and Off push buttons depend on project-specific definitions.


The following information is shown and may be operated via the faceplate and its extension: Tag id

Extension, Description and Attach push buttons


Switch position

Switch control

Alarm on

Interlock on

Control disable

Maintenance sign

Local control

Alarms disabling







Control mode There are two switch control modes: Manual control and Automatic control. In the manual mode, a switch gets its open and close commands from the operator. In the automatic control, the switch receives its open and close commands from an automatic internal system function, e.g. a sequence. The tag block can also have an application specific mode. The text that describes the application specific mode is defined separately for each project.


To change the switch controlling state, click on the arrow on the right side of the mode field with the mouse. This calls up a pulldown menu on the screen to activate the desired execution mode change (Automatic / Manual).


Switch position The switch position data is shown in the texts and colors of the ON and OFF push buttons at the bottom of the faceplate. With the switch on, the color of the ON push button is green. With the switch off, the color of the OFF push button is white.

In a control situation, the text of the push button changes showing the current state. The ON push button has the states ON/ To ON/ ON and the OFF push button has the states are OFF/ To OFF/ OFF.

The push button texts have been defined in application planning in accordance with the real function of the switch, e.g. CHIP/PULP, ON/OFF, UP/DOWN, etc.

Switch control The switch is controlled by clicking on the desired push button with the left-hand mouse button and accepting the command by pressing OK on the message window. If the control operation is not executed, the message window can be closed by clicking on the Cancel push button, or by pressing the Esc key. Once the system has received the command and the status data is fed back from the field, the selected control is shown as the valid state on a white or green background.

Alarm on In case the selected switch position is not obtained after the time-out period, an alarm is issued. An alarm is also issued if a switch changes positions by itself.

An alarm is shown on the faceplate as a blinking red status text box. If the alarm is acknowledged but still valid the status text box is steady red.

Interlock on If a switch has been interlocked to a certain position using the safety interlocking, for example, the text Protective on or Protective off is shown in the faceplate. When this is the case, the switch position cannot be changed. The faceplate extension shows the interlocking causes.

Control disable The two switch positions are provided with their own control disable functions. The difference between the interlocking and control disable is that setting the control disable does not override the control, but inhibits the switch from being turned in the disabled direction.

An activated control disable is shown by the text, which may be defined by the application designer, e.g. Inhibited on or Inhibited off.


4.6.1 Switch faceplate extension, Interlocking causes and targets tab








The interlocking cause can be an exceeded measurement limit, valve position, or another started or stopped motor. An active cause of interlock is indicated by the bold red text color.

The position of a switch may interlock other functions, e.g. motor, valve etc. positions may be interlocking targets. An active interlocking target is indicated by the bold black text color.

If there are no active interlocks, the color of the texts is black.


If the interlocking cause/target has been defined in application planning using the tag name, the faceplate in question is displayed on the screen by clicking with the mouse on the tag name in the list.





4.6.2 Switch faceplate extension, Application specific tab








Alarms disabling




The alarm disable is correspondingly removed: activate the Alarms field and click the Enabled push button in the data entry window. Following this, the alarms are again generated in the normal manner.

Local control

Note! The function is used, according to project specific definitions, for devices, which may be controlled from the field using the local control.

Usually, the device control is transferred to the field by the Manual/Automatic switch residing in the field. When using this switch the device cannot be controlled from the control room. If the local control is on, the faceplate shows the text Local control.

Depending on the application, the device control can be transferred to the local switches from the faceplate. This can be done in the following way: activate with the left-hand mouse button the Local control state field and click the Yes push button in the data entry window. The faceplate shows the text Local control indicating that the local control is on.



4.6.3 Switch faceplate extension, Info tab




4.6.4 Switch faceplate extension, Associated pages tab


Display

Faceplate

Popup




4.7 Device control There are two separate faceplates for device control: two-state and three-state. If you are using the device control faceplate to control a hydraulic directional valve, see also the document Hydraulic and Pneumatic Control Toolbox.

Two-state device control faceplate

Three-state device control faceplate

Note! The colors and texts of the State push buttons depend on project-specific definitions.


Extension, Description and Attach push buttons


State

Control

Alarm on

Interlock on

Control disable

Maintenance sign

Local control

Alarms disable

Interlocks and interlock specifications







Control mode There are two device control modes: Manual control and Automatic control. In the manual mode, a device gets its open and close commands from the operator. In the automatic control, the device receives its open and close commands from an automatic internal system function, e.g. a sequence. The tag block can also have an application specific mode. The text that describes the application specific mode is defined separately for each project.


To change the device controlling state, click on the arrow on the right side of the Control mode list field with the mouse. This calls up a pulldown menu on the screen to activate the desired execution mode change (Automatic / Manual). The pulldown menu shows only those status alternatives which are possible for the tag in question.

State The valid state of a device is shown in the texts and colors of the State1, State2 and State3 push buttons at the bottom of the faceplate. The text symbols have been defined in application planning in accordance with the real function of the device, e.g. UP/DOWN, UP/MIDDLE/DOWN, etc. In a control situation, the text of the push button changes showing the current state.

Control There are two push buttons in the two-state device control faceplate and three push buttons in the three-state device control faceplate. The texts for those buttons are defined at the application planning stage.

The device is controlled by clicking on the desired push button with the left-hand mouse button and accepting the command by pressing OK on the message window. If the control operation is not executed, the message window can be closed by clicking on the Cancel push button, or by pressing the Esc key. Once the system has received the command and the status data is fed back from the field, the selected control is shown as the valid state on a white or green background.


Alarm on In case the selected device state is not obtained after the time-out period, an alarm is issued. An alarm is also issued if a device changes states by itself.

An alarm is shown on the faceplate as a blinking red status text box. If the alarm is acknowledged but still valid the status text box is steady red.

Interlock on If a device has been interlocked to a certain position using the safety interlocking, a text is shown in the faceplate, e.g. Protective state 1. When this is the case, the device state cannot be changed. The faceplate extension shows the interlocking causes.

Control disable All the positions of a device are provided with their own control disable functions. The difference between the interlocking and control disable is that setting the control disable does not override the control, but inhibits the device from being controlled to disabled state.

An activated control disable is shown by the text which may be defined by the application designer, e.g. Inhibited state 3.

4.7.1 Device control faceplate extension, Interlocking causes tab



The causes of tag interlock or control disable are shown as scrollable lists in the faceplate extension. The lists can be scrolled using the vertical scroll bars.

The interlocking cause can be an exceeded measurement limit, valve position, or another started or stopped motor. An active cause of interlock is indicated by the red field color.

If there are no active interlocks, the color of the fields is gray.

When the extension is opened the first valid interlocking is shown on the uppermost line in the interlocking causes list.

If the interlocking cause has been defined in application planning using the tag name, the faceplate in question is displayed on the screen by clicking with the mouse on the tag name in the list.


Bypassing interlocks: All valid interlocks can be bypassed in the following way: activate with the left-hand mouse button the Bypass interlockings field in the Interlocking causes tab and click the Yes push button in the data entry window. Bypassed, valid interlocks are indicated by the pink field color. Also the text Bypass on the yellow background appears on the faceplate, if the text output has been defined for the tag in question at the application planning stage.



Interlock specifications: There are eight columns on the right of each interlock providing the user, according to project specific definitions, with further information on the interlock or control disable in question.

4.7.2 Device Control faceplate extension, Application specific tab








Alarms disabling





Local control

Note! The function is used, according to project specific definitions, for devices, which may be controlled from the field using the local control.

Usually, the device control is transferred to the field by the Manual/Automatic switch residing in the field. When using this switch the device cannot be controlled from the control room. If the local control is on, the faceplate shows the text Local control.

Depending on the application, the device control can be transferred to the local switches from the faceplate. This can be done in the following way: activate with the left-hand mouse button the Local control state field and click the Yes push button in the data entry window. The faceplate shows the text Local control indicating that the local control is on.



4.7.3 Device control faceplate extension, Info tab




4.7.4 Device control faceplate extension, Associated pages tab


Display

Faceplate

Popup




4.8 General logic The purpose of the general logic faceplate is defined separately for each project. It is used, for example, for displaying status data of a specific project entity or the states of logic inputs and outputs.

The general logic faceplate can show maximum of 60 data items that have been defined under 1-8 headers. If necessary, a single data item can be defined under several headers.

The following information is shown and may be operated via the faceplate: Tag block ID

Toolbar: Attach, Description and Extension push button

Titles

Data items

Data item descriptions







Titles The titles shown in the general logic faceplate are defined at the application planning stage. A faceplate may contain 1 to 8 titles. Depending on the application, the titles are located in both faceplate columns or in the left-hand or right-hand column of the faceplate. The data items defined for the columns can be scrolled using the vertical scroll bars.

Data items The data items shown in a general logic faceplate are defined at the application planning stage. A faceplate may contain sixty data items, which have been defined under 1 to 8 titles. Depending on the application, the same data may be also defined under several titles.

The colors of active data items depend on project specific definitions. Within the application planning it is possible to define own color for the data items under each title. The color of passive data items is always black.

Data item descriptions The Description column can contain a description for each data item. The descriptions are defined at the application planning stage.

4.8.1 General logic faceplate extension, Info tab




4.8.2 General logic faceplate extension, Associated pages tab


Display

Faceplate

Popup



4.9 Binary The binary faceplate can be used for a number of various purposes. The application method is defined as per project. A binary faceplate can be used, for example, to present the limit data for various processes, e.g. pressure limits, surface level limits (upper and lower) and position data (home positions/work positions, up/down, etc.).



Data items

Data item control signals









Data items One or two data items can be presented in a binary faceplate. Within application planning each data item is provided with a header and description text as well as the background color for the two states of the signal.

Data item control signals The binary faceplate also offers freely definable signals to the two data items. If the signals have been taken into use at the application planning stage, the headers of the signals can be seen in the faceplate extension.

4.9.1 Binary faceplate extension, Signals tab


Application specific parameter and its limits If the binary faceplate’s application specific parameter has been taken into use at the application planning stage, its description text, value and unit can be seen in the PAR field of the Signals tab. The parameter value can be changed only by the user having the user ID with rights to change critical parameters.

The parameter value may be changed by clicking with the left-hand mouse button on the value field. In case the upper and lower limits of the value are defined the system issues a message, if the entered value is not between the limits. See section Entering data for more information about entering the value.

Alarms disabling If the binary faceplate presents alarms, the alarms disabling function may be defined for the data items at the application planning stage. Using this function it is possible to disable the alarms of the tag, e.g. when a disturbance in the process or a fault in field devices continuously activates unnecessary alarms distracting the operator. The alarms can be disabled only by the user having the user ID with rights to change critical parameters.

Note! The use of alarm disabling must be carefully considered in each case so as not to endanger the process, devices or the operating personnel by disconnecting the normal output of alarms.


The alarm disable is correspondingly removed: activate the Alarms field and click the Enabled push button in the data entry window. Following this, the alarms are again generated in the normal manner.

Signals To activate the signals, click with the left-hand mouse button the SI1 or SI2 field of the extension and click the On push button in the data entry window. The active signal status outputs a text on the yellow background over the faceplate. These texts are also defined at the application planning stage. The signals can be activated or deactivated only by the user having the user ID with rights to change critical parameters.

Deactivate the signals correspondingly: click with the left-hand mouse button the SI1 or SI2 field and click the Off push button in the data entry window.


4.9.2 Binary faceplate extension, Info tab



4.9.3 Binary faceplate extension, Associated pages tab


Display

Faceplate

Popup




4.10 Sequence Sequences are used to start and stop groups, to execute automatic process start-ups and shutdowns, as well as to control batch type processes.

Note! The colors and texts of the Sequence faceplate push buttons depend on project-specific definitions.

The following information is shown and operated via the faceplate and its extension: Tag id



Set step number push button

Set stop step number push button

End sequence push button

Select step being executed or step being scrolled push button

Sequence state

Sequence start/stop

Alarm on

Step being executed

Next step being executed

Progress conditions









Control mode A sequence has the following control modes: Automatic control and Manual control. The tag block can also have an application specific mode. The text that describes the application specific mode is defined separately for each project.

The mode is indicated by the corresponding text in the Control mode list field of the faceplate. In automatic control, the sequence executes the steps automatically in the given order. In manual control, the sequence executes one step at a time. When the operator wants to execute the next step, the sequence is acknowledged in the normal manner by restarting it. See section Sequence start and stop.

The sequence mode is changed by clicking on the Control mode list field in the upper part of the faceplate with the mouse. This results in the display of a pulldown menu for selecting the desired mode using the mouse (Automatic/Manual).

The sequence control mode may also be changed automatically as a result of the interlock in the application or some other similar event.

Sequence state The sequence state is shown in the Start and Stop push button texts and colors, in the step number and name colors and in the arrow symbol next to the step name.


When the sequence is in the Stop state, the Stop push button text is Stopped indicating the state and the color of the push button is white. A white arrow symbol is shown beside the name of the active step.

When the sequence is stepping, the Start push button text is Running indicating the state and the color of the push button is green. Blue background color of the step number and name indicates the step being executed. A green arrow symbol is shown beside the name of the executed step.

The next step to be executed is indicated by a light green text color and a light green arrow symbol beside the name of the step. The next step number is also shown in the Next step number field at the bottom of the faceplate.

A specific time-out period has been defined in application planning for each sequence step. If the controls of the step in question are not executed within the time-out period, an alarm is issued. The alarm is indicated by the red blinking color of the valid state. Expiring of the time-out period is shown in the Control time field at the bottom of the faceplate.

It is also possible to define a wait time for each sequence step. The wait time shows expiring of the wait period in the sequence. (For example, the time a sequence step waits while two motors are started.) Passing of the wait time is shown in the Wait time field at the bottom of the faceplate.

Sequence start and stop To start the sequence, click on the Start push button with the left-hand mouse button and accept the command by pressing OK on the message window. If the control is not performed, the message window can be closed by clicking the Cancel push button with the mouse or clicking the Esc key.

Once the sequence has started and the control state disappears, the Stop push button changes gray and the Start push button changes green. The text in the Start push button changes to the text Running indicating the state.

The sequence is stopped correspondingly by clicking on the Stop push button with the left-hand mouse button and accepting the command by pressing OK on the message window. If the control is not performed, the message window can be closed by clicking the Cancel push button with the mouse or clicking the Esc key.

Once the system has received the command and the control state disappears, the Start push button is gray and the Stop push button white. The text in the Stop push button changes to the text Stopped indicating the state.

Alarm on In case the sequence fails to advance in the designed manner, i.e. a device does not start, an alarm is generated. An alarm is indicated by a red blinking status data item in the faceplate. An acknowledged


but still valid alarm is indicated by the steady red color of the valid state.

The alarm is deactivated as soon as the function fault is removed and the sequence is able to advance.

Step The operator may choose another sequence step to be executed - not necessarily the next one in order.

The step to be executed is selected by clicking the Set step number push button in the upper part of the faceplate and giving the desired step number to the entry window. If the control operation is not executed, the entry window can be closed by clicking on the Cancel push button, or by pressing the Esc key.

The step to be executed is acknowledged by clicking the OK push button with the mouse or by pressing the Enter key on the keyboard. In this case, the sequence execution is proceeded from the selected step.

Stop step If a sequence is not to be completed, a stop step can be set. The stop-step is indicated in the faceplate by a pink step number and name color and a pink arrow symbol beside the name of the step.

To select the stop-step, click on the Set stop step number push button in the upper part of the faceplate, give the desired step number to the entry window and accept the command by pressing OK on the entry window. If the control operation is not executed, the message window can be closed by clicking on the Cancel push button, or by pressing the Esc key.

The Stop step is deleted by selecting the step 0 to be the Stop step.

End The user may end the sequence execution if necessary.

To end a sequence, click on the End sequence push button in the upper part of the faceplate with the mouse. This produces a selection window on the display to acknowledge the command by clicking the OK push button.

If the end command is not executed, the selection window can be closed by clicking the Cancel push button or by pressing the Esc key on the keyboard.

After the executed end command, the sequence status is Stop and the sequence is in the start step.

Step being executed The step being executed is indicated in the faceplate by blue background color of the sequence number and name in question. The Progress conditions related to the step being executed are shown in the tree view opened below the step.


Sequence steps are normally executed in numerical order starting from 0, but the execution order may also include forward or backward leaps over steps, depending on the application.

Next step to be executed The next step to be executed is indicated by a light green text color and a light green arrow symbol beside the name of the step. The next step number is also shown in the Next step number field at the bottom of the faceplate.

Scrolling steps

When the sequence faceplate is opened, the Select step being executed or step being scrolled push button is by default at its down position. This means that the view always shows the sequence step being executed.

You can change the faceplate to a so-called scrolling state by clicking

the Select step being executed or step being scrolled push button. When the faceplate is in a scrolling state, the view does not show the step being executed. You can scroll steps and progress conditions with the scroll bar on the right side of the faceplate

Click the Select step being executed or step being scrolled push button to get back to the normal state, where the executed steps are shown.

Progress conditions The progress conditions connected to each step are listed in the tree view under the step name. Examples of progress conditions are a certain motor is running, a certain valve is open, a measurement is within the permissible limits.

Progress condition state

Progress condition

Tag ID related to theprogress condition

Sequence step

Progress condition state

Progress condition

Tag ID related to theprogress condition

Sequence step

If the tree view shows only the step name, pressing the + sign in front of the step name opens the progress conditions connected to the step. Correspondingly, information about each progress condition can be displayed by pressing the + sign in front of the progress condition name.

A progress condition has to be valid before the sequence advances. If a progress condition is, for example, that a certain motor is running, the progress condition state in that case is Running. When the progress condition is not yet valid, the progress condition state text is red.

If the motor in question starts within the wait and control time period, the progress condition state text turns green. The color shows


that the condition is in effect and the sequence is advancing. If the motor in question does not start within the wait and control time period, the progress condition state text stays red.

Each sequence step may be provided with a maximum of ten progress conditions.

To call up the faceplates connected to the progress conditions, click on the desired tag ID under the condition line. This produces the desired faceplate on the screen.

Depending on the definitions made at the application planning stage, a progress condition may be omitted, i.e. the sequence is allowed to advance although a particular condition is not fulfilled.

If the progress condition can be omitted, there is a gray square in the beginning of the progress condition line.

If the progress condition cannot be omitted, there is no square in the beginning of the progress condition line.

Select the condition to be omitted by clicking on the line to be bypassed. This produces a selection window on the display to acknowledge the command by clicking the OK push button.

The bypassed condition is indicated by a pink square in the beginning of the progress condition line.

Depending on the definitions made at the application planning stage, the bypass is removed either at step re-execution, at sequence startup or via the keyboard.

Note! The progress condition bypass is not removed automatically, when removing the bypass via the keyboard has been defined at the application planning stage. To remove the bypass, click the condition line and acknowledge the command by pressing OK on the message window.

4.10.1 Sequence faceplate extension, Info tab

The ID1 field automatically displays the tag block ID. The ID2 and ID3 fields can be defined as per project. Generally these fields


display electric tag IDs and instrument tag IDs, if they have been determined at the application planning stage.


4.10.2 Sequence faceplate extension, Associated pages tab


Display

Faceplate

Popup




5 Trends

5.1 General Trends show the history data of measurements and other parameters in the form of curves. In the Experion PKS system, the following displays are available to show trend curves: standard trend displays for measurement and control faceplates and the Trend display.

5.2 Standard trends Standard trends are always linked to a certain faceplate. The parameter presented by a standard trend is defined in application planning.

Note! A standard trend picture is called up onto the display via the faceplate, provided that the trend collection feature has been defined for the tag in question in application planning. If trend collection feature has not been defined for the tag, the faceplate toolbar does not contain the Trend push button.

Open the standard trend picture by pressing the Trend push button at the top of the faceplate.

88 • Trends Experion PKS Operator's Guide 03/2004

The Pin column shows the pins that have been defined for trend collection. The trend collection can be defined for setpoint (SP), measurement value (PV) and control value (OP). The row order depends on definitions made at the application planning stage.

The Range column shows the minimum and maximum value of the tags measurement range. The measurement range of the trend displayed in bold typeface is shown in the picture. Click the desired row to change the range that is displayed.

The minimum and maximum range of the curves can be changed. Click with the mouse the desired Range field, type the desired new value and press Enter. The change does not effect on the ranges defined at the application planning stage. When the trend is re-opened, the original values will be restored.

The Value at column shows the trend’s value and the time at the location of the vertical value indicator line. When a trend is called up, the value indicator is placed on the right-hand side of the picture indicating the most recent curve value. If No collection is displayed, the interval in question is not defined for the parameter in application planning. In this case, the on line trend is displayed.

Select the desired interval for the trend from the Interval selection list at the top right corner of the trend picture.

The possible intervals are shown in the next table. (Note that the Interval selection list shows only the history intervals that have been defined for trend collection at the application planning stage).

History collection category

History interval Number of samples

Total collection time

Fast 5 second snapshots 7200 10 h

Standard 1 min snapshot 1442 24 h

6 min average 1682 1 week

1 hour average 170 1 week

8 hour average 281 3 months

24 hour average 368 1 year

Extended 1 hour snapshot 170 1 week

8 hour snapshot 281 3 months

24 hour snapshot 368 1 year

5.2.1 Reading values and time You can read the parameter values at a certain time by clicking the Trend display with the mouse on the desired location. The values are displayed in the Value at field at the bottom right-hand corner of the display. The white, vertical value indicator line on the Trend display shows the location where the values have been read.

You can view the earlier trend values by moving the scroll bar at the bottom of the standard trend picture.

Experion PKS Trends • 89 Operator's Guide 03/2004

5.2.2 Zooming in on a standard trend picture To zoom in on a standard trend picture:

1. Move the cursor to, for example, the top-left of the area of interest, and then drag the cursor diagonally down to the bottom-right. As you drag, a rectangle shows the area you are selecting.

2. Release the mouse button when the rectangle encloses the area of interest - the trend now zooms into this area.

3. To return to the standard trend picture to its normal state,

click at the bottom-left of the picture.

5.3 Trend display Trend display shows changes in block.pin values (Point ID and Parameter columns in the display) over time. Each trend can display up to eight related traces (parameters). The parameters can be from different points.

History trends can be called up only if the parameter (pin) in question has been determined to the History collection.

The information is displayed in appropriate manner, such as:

• Bar graphs (Type: Single, Dual, Triple)

• Line graphs (Type: Multirange, Multiplot)

• Numerical list (Type: Numeric)

• X-Y plot of the value of one point against another (that is, one point on the X-axis and the other on the Y-axis

Each trend is identified by a number, and generally has a descriptive title.

5.3.1 Calling up a trend To call up a trend by choosing it from list of trends:

1. Select View /Trend Summary to see the list of trends.

2. Select a trend.

To call up a trend whose number you know:

1. Click the Trend push button on the Toolbar.

2. Type the command tnd n (where n is the trend's number) in the Command Zone and press Enter.


Trend display

5.3.2 Modifying a Trend display You can select the trend you wish to see either by typing its number to the Trend field and pressing Enter or selecting its name from the list field at the upper left-hand corner of the Trend display.

Having called up a trend, you can modify it by changing the trend's values:

1. Select the type from the Type list field.

2. Type the number of samples you want to see in the Samples field.

3. Select the sample interval from the Interval list field.

4. Select the parameters that are displayed from the Pen on/off check boxes at the bottom left-hand corner of the display.

5. The upper and lower limits can be entered to the fields in the left side of the window. If the trend type Multirange is selected, the value ranges of single parameters can be changed from the Range field on the bottom side of the display.

History offset

When you want to view history trends, enter the desired date to the left-hand side and time to the right-hand side of the History offset field at the bottom of the Trend display. This displays the trends backwards in time beginning from the entered date and time. Note that the date and time must be entered in the same format as the date and time format used in the Station window.

Note! If you select from the Interval field a sample interval that has not been determined in the History Collection for the pin in question, an on line trend is always displayed.


The Samples field and the Interval field information effect on the number of values and the time range displayed in the trend curves.

The default number of samples collected in the history database for each history interval is the following:

History collection category

History interval Number of samples

Total collection time

Fast 5 second snapshots 7200 10 h

Standard 1 min snapshot 1442 24 h

6 min average 1682 1 week

1 hour average 170 1 week

8 hour average 281 3 months

24 hour average 368 1 year

Extended 1 hour snapshot 170 1 week

8 hour snapshot 281 3 months

24 hour snapshot 368 1 year

5.3.3 Adding new traces to a trend The security level needed for adding new traces to a trend or changing traces is determined in the Trend Configuration window (System Menu /System Configuration /Trends).

If the ”Mngr or Engr security level required to change traces” check box is checked in the Trend Configuration window, you cannot add or change the trend’s traces if you have the Oper security level. The trend definition can, however, be modified.

If the ”Mngr or Engr security level required to change traces” checkbox is not checked, you can add new traces to a trend or change the traces also with the Oper security level. (See also section Creating a new Trend display.)

You can add a new parameter to the Trend display in the following way:

1. Type the new point name in the Point ID field and press Enter. After that the description of the block will be shown in the Description field.

2. Select the displayed parameter from the Parameter list.


5.3.4 Reading values and time You can read the parameter values at a certain time by clicking the Trend display with the mouse on the desired location. The values are displayed in the Value at field at the bottom right-hand corner of the display. The white, vertical value indicator line on the Trend display shows the location where the values have been read.

5.3.5 Zooming in on a Trend display To zoom in on a trend:

1. Move the cursor to, for example, the top-left of the area of interest, and then drag the cursor diagonally down to the bottom-right. As you drag, a rectangle shows the area you are selecting.

2. Release the mouse button when the rectangle encloses the area of interest - the trend now zooms into this area.

3. To return to the trend to its normal state, click at the bottom-left of the trend.

5.3.6 Creating a new Trend display Determining new points and parameters to the Trend display requires Mngr or Engr security level.

Select /System Menu /System Configuration /Trends to open a list showing the trend numbers and names. Select one of the trends, when the Trend Configuration window opens (see the next figure).


A new Trend display is created in the following way (For more information on data entry, see section Entering data):

1. Select a trend number where the Title field is empty, and no traces are defined, i.e. an empty trend.

2. Enter the trend name to the Title field and select the Trend type and the Sample interval from the corresponding lists. Then enter the range of the trend to the Trend range field and the number of samples to the Samples field.

3. If you want that the trend configuration cannot be done with the Oper security level, check the Mngr or Engr security level required to change traces checkbox.

4. Add the desired point (block) by writing its name to the Point ID field. The parameter (pin) is selected from the Parameter list field. One trend can show eight parameters. The parameters can be from different points.

5. Select View Trend to open the Trend display.

The new trend is saved automatically.


6 Alarms

6.1 General An alarm is generated whenever an abnormal condition occurs. Alarms are typically associated with points - for example, the measurement value may be above or below the acceptable range. Alarms may also be generated when any important event occurs, such as a communications failure.

Only events requiring some action on the part of the operator are reported as alarms. All other instructions from the system are output as events.

An alarm is issued using the alarm buzzer and a blinking red Alarm push button in the Station window Status Line. The Status Line also shows the description of the latest alarm that has the highest priority. (If, for example, a High priority alarm comes after an Urgent priority alarm, the High priority alarm is not displayed on the Status Line.)

In addition, the red color used in a faceplate indicates that the point in question is the source of an active alarm. Likewise, symbols and numerical values in other displays and pop-ups related to the alarming point turn red when an alarm is on.

Note! The red color in the Status line’s Alarms field is retained red for as long as there are valid alarms in the system. The color will blink until all alarms have been acknowledged.

6.2 Alarm summary display Alarms are listed on the Alarm Summary display, which provides a one-line description of each alarm.

There are several ways to call up the Alarm Summary:

• Click the . Alarm Summary push button on the Toolbar, or

• Click the Status line’s Alarms field, or

• Select View /Alarms from the Menu Bar, or

• Press the function key F3.

Experion PKS Alarms • 95 Operator's Guide 03/2004

The Alarm Summary is a ring buffer that can hold up to 1000 alarms. The list can be scrolled using the vertical scroll bar on the right side of the display.

6.2.1 Alarm line items The following table describes the default alarm line items, starting from the left.

Note! The alarm colors described below are the default alarm colors. Your system may use custom alarm colors.

Alarm line item Description

Red and flashing: the alarm is urgent priority, unacknowledged and the cause of the alarm still exists.

Red and not flashing: the alarm is urgent priority, acknowledged and the cause of the alarm still exists.

Inverse color and flashing: the alarm is urgent priority, unacknowledged and the cause that generated the alarm no longer exists.

Inverse color and not flashing: the alarm is urgent priority, acknowledged and the cause that generated the alarm no longer exists.

Yellow and flashing: the alarm is high priority, unacknowledged and the cause of the alarm still exists. Yellow and not flashing: the alarm is high priority, acknowledged and the cause of the alarm still exists.

Inverse color and flashing: the alarm is high priority, unacknowledged and the cause that generated the alarm no longer exists. Inverse color and not flashing: the alarm is high priority, acknowledged and the cause that generated the alarm no longer exists.

96 • Alarms Experion PKS Operator's Guide 03/2004

Alarm line item Description

Cyan and flashing: the alarm is low priority, unacknowledged and the cause of the alarm still exists.

Cyan and not flashing: the alarm is low priority, acknowledged and the cause of the alarm still exists.

Inverse color and flashing: the alarm is low priority, unacknowledged and the cause that generated the alarm no longer exists.

Inverse color and not flashing: the alarm is low priority, acknowledged and the cause that generated the alarm no longer exists.

Time The time and date at which the alarm was received.

Area The area to which the point or device belongs.

Source The point (block ID) or device that caused the alarm.

If the point ID is too long to be fully displayed in the alarm summary, it is truncated. To see the full name place the mouse pointer over the partial point ID to display the full point ID.

Condition The alarm condition.

Priority The priority of the alarm. The prefix letter indicates the general priority:

•Urgent

•High

•Low If a number follows the letter, it represents the relative priority within the general priority. For example, Urgent alarms can vary from U15 (most urgent)to U00 (least urgent).

Description A description of the alarm. If the description is too long to be fully displayed in the alarm summary, it is truncated. To see the full description place the mouse pointer over the partial description to display the full description.

Value The function is not available.

The value that triggered the alarm.


6.2.2 Acknowledging Alarms In most systems, Station produces an “alarm tone” when a new alarm occurs. (Your system may be configured not to do this.)

There are several ways of acknowledging alarms: Silence an alarm Click the Acknowledge Alarm push

button on the toolbar, or press the function key F4.

Acknowledge a particular alarm on the Alarm Summary

Select the alarm and click the Acknowledge Alarm button on the toolbar or press the function key F4 or click with the right-hand mouse button on the alarm line and select Acknowledge Alarm.

Acknowledge all alarms currently visible on the Alarm summary

Click the Acknowledge Page button on the lower right-hand corner of the display.

Note that if there are any more unacknowledged alarms in the list, you first have to display them before clicking the Acknowledge Page button again.

6.2.3 Associated display

In connection with the application planning, it is possible to provide the alarm with a display showing the part of the process to which the alarm is related. Click with the right-hand mouse button on top of the alarm line and select the Associated display menu item to call up this display.

6.3 Changing what is shown in the Alarm Summary

6.3.1 Filtering and sorting

Note! Depending on your security privileges, you may not be able to filter and sort the Alarm Summary. The options that are not available to you are disabled and appear “grayed out ”.

By default, the Alarm Summary shows all alarms, with the newest alarm at the top. You can change the Alarm Summary by applying filters and sorting the summary.

Filtering the Alarm Summary allows you to show alarms that match the filter criteria and hide alarms that do not match the filter criteria. For example, you can filter the Alarm Summary to show alarms of a particular priority only, or you can filter the Alarm Summary to show alarms for a particular area only. You can filter the Alarm Summary by any column in the summary.


An easy way to filter the summary is to perform a “like currently selected ” filter. For example, if you want to see all alarms for a particular point, select any alarm for the particular point, click the Source column and select (like currently selected). The Alarm Summary is filtered to show all alarms in the summary that match the source of the currently selected alarm.

Sorting allows you to set the order in which alarms appear in the summary. The sort order can be ascending or descending. For example, you can sort alarms by date and time, in ascending order. This means that alarms are listed in order of ascending date and time, that is, the oldest alarm is listed at the top of the summary.

You can apply more than one filter at a time and you can also filter and sort at the same time. When the Alarm Summary is filtered or sorted, the column by which you are filtering or sorting is highlighted.

To filter the Alarm Summary: 1. Call up the Alarm Summary display.

2. Click the column heading you want to filter by.

3. Select the filter you want to apply.

Example Scenario You want to filter the Alarm Summary so that you see unacknowledged alarms of high priority only.

Solution 1. Call up the Alarm Summary display.

2. Click the Priority column and select High.

3. Click the Alarm State column and select Unacknowledged. The Alarm Summary changes to list unacknowledged alarms of high priority only.


To sort the Alarm Summary 1. Call up the Alarm Summary display.

2. Click the column heading you want to sort by.

3. Select the sort order.

Example Scenario You want to sort the Alarm Summary so that alarms are sorted in ascending order by area.

Solution 1. Call up the Alarm Summary display.

2. Click the Area column.

3. Select Sort Ascending. The Alarm Summary changes to list alarms in ascending order according to the area.

To remove filtering and sorting: Click Clear all filters.

6.3.2 Using Views

You can change how information is displayed in the Alarm Summary by applying a different “view ”. A view contains the information about filtering and sorting, which alarm line items are shown, the order they are shown in and the space provided for each item.

There are several predefined views. These are:

• Unacknowledged alarms; shows only unacknowledged alarms.

• Urgent alarms; shows only urgent alarms.

• Urgent and high alarms; shows only urgent and high alarms.


There may also be other views that have been configured for your system.

To apply a view:

1. Click the view list.

2. Select the view from the list.

6.3.3 Using the Area Pane

The area pane provides a list of areas to which you have access. You can use the area pane to filter the Alarm Summary to show alarms for a particular area only.

The area pane also provides a summary of the number of alarms in each area.

To display the area pane use either method:

• Click the Show area pane icon.

• Click the Area list and click the Push Pin to dock the area pane.

To hide the area pane use either method:

• Click the Hide Area Pane icon.

• Click the Close icon in the Area Pane.

6.3.4 Using the Details Pane

The Details pane shows the details of the currently selected alarm. If no alarm is selected, the details pane is empty.

To show or hide the Details pane:

• Click the Details pane icon.


6.3.5 Navigating the Alarm Summary There are several ways to scroll the list of alarms on the Alarm Summary. You can:

• Use your mouse and click on the scroll bar

• Use the Up and Down arrow keys on your keyboard

• Press the Page Up and Page Down keys to scroll a page at a time.

• Press the Home key to go to the first alarm in the summary

• Press the End key to go to the last alarm in the summary

If you want to use your keyboard keys to scroll the Alarm Summary, you need click your mouse in the summary grid to give it focus.

6.3.6 Pausing the Alarm Summary You can pause the Alarm Summary to make it easier to read if alarms are occurring in rapid succession. When the Alarm Summary is paused no new alarms are added to the summary, however you can still acknowledge alarm and filter and sort the summary. Alarms that are acknowledged or returned to normal while the summary is paused are shown with a strikethrough.

To pause the Alarm Summary:

• On the Alarm Summary display click Pause.


7 Events

7.1 Events Summary display An event is any significant change in the system.

To call up the Events Summary, which lists all events:

• Select View /Events /Event Summary, or

• Click the System Menu push button on the Toolbar and select Events.

Events are listed in chronological order, starting with the most recent event. The display is automatically updated, which means that each new event appears at the top of the list.

If any field has been truncated, move your mouse pointer over the field to display the full text.

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7.2 Changing what is shown in the Event Summary Note! Depending on your security privileges, you may not be able to filter and sort the Event Summary. The options that are not available to you are disabled and appear “grayed out ”.

By default, the Event Summary shows a “live ” summary of events. That is, current events in the system database, with the newest events at the top.

You can change the Event Summary to show all events for the current day and for each of the last seven days.

Filtering the Event Summary allows you to show events that match the filter criteria and hide events that do not match the filter criteria. For example, you can filter the Event Summary to show events that occurred on a particular day, or you can filter the Event Summary to show events for a particular area only. You can filter the Event Summary by any column in the summary.

Sorting allows you to set the order in which events appear in the summary. The sort order can be ascending or descending. For example, you can sort events by date and time, in ascending order. This means that events are listed in order of ascending date and time, that is, the oldest event is listed at the top of the summary.

You can apply more than one filter at a time and you can also filter and sort at the same time. When the Event Summary is filtered or sorted, the column by which you are filtering or sorting is highlighted.

To filter the Event Summary: 1. Call up the Event Summary display

2. Click the column heading you want to filter by.

3. Select the filter you want to apply.

Example Scenario You want to filter the Event Summary so that you see events that occurred yesterday.

Solution 1. Call up the Event Summary display.

2. Click the Date column and select Yesterday.

The Event Summary changes to show events that occurred yesterday only.

Considerations You cannot sort the “live ” Event Summary display.

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To sort the Event Summary 1. Call up the Event Summary display

2. Click the column heading you want to sort by.

3. Select the sort order.

Example Scenario You want to sort the Events Summary so that events are listed in ascending order according to point ID (0-9,A-Z).

Solution 1. Call up the Event Summary display.

2. Click the Source column.

3. Select Sort Ascending. The Event Summary changes to list events in ascending order according to the point ID.

To remove filtering and sorting: Click Clear all filters.

7.3 Event Archiving (option) Event Archiving is an optional feature that can be licensed to the system.

Event Archiving periodically captures events from the event journal and places them into an event database, where they can be used for reporting and diagnostic purposes.

Depending on how your system is set up, events are automatically archived at specified intervals, or an alarm is generated to alert you of the need to archive.

PlantScape provides a playback facility, so that you can run reports on events that have been restored from archives.

To call up the Event Archiving Operations display: Select View/ Events/ Event Archiving.


You can now:

• Archive the events by clicking the Archive Now button -see Archiving Events.

• Restore archived events by clicking the Restore button -see Restoring Archived Events.

• Remove restored archives by clicking the Remove button. The Remove button appears when you have restored archives.

• View the status of events collection and archiving.

7.3.1 Event Collection and Archive Status The Event Archiving Operations display shows the current event collection and archiving status, as described in the following table.

Status Description Event Archiving status Shows the current status of events

collection and archiving. For a description of each status see the following table.

Current event rate Hourly average calculated on the previous 24 hours. Is updated every hour.

Last archived The last date and time that an archive ran.

Next archive scheduled for The date and time of the next scheduled archive. Calculated using the last archive date and time and the configured schedule.

The following table describes each possible archive status. Archive status Description OK Event Archiving is working normally.

Overload Events are occurring so frequently that Event Archiving is not able to capture them in a timely way. If you see this status, refer the problem to your supervisor.

Failed Events collection has failed.

Full Disk There is not enough disk space to continue events collection. Events collection is stopped until there is sufficient disk space available.

Copy Mode This is only applicable to a redundant system after recovery from failure. Event Archiving is disabled while the primary extended events database is being copied off-line to the backup server.


7.3.2 Archiving Events Use the following procedure if:

• Your system is not configured to automatically archive events

• You want to archive events before the next scheduled archive

Archiving events to tape Considerations

You cannot archive events to tape from Station on a client computer.

To archive events to tape:

1. Click the Archive Now button.

2. Type Y (for “yes ”) at the confirmation prompt.

3. Write the suggested label on the tape.

4. Insert the tape into the tape drive and press Enter. This starts Windows Backup, which then saves the events to tape. (Windows Backup is a specialized backup utility.)

Archiving events to FileSystem Considerations:

You can archive events to FileSystem in Station on either the server computer or a client computer.

To archive events to FileSystem:

1. Click the Archive Now button.

2. Type Y (for “yes ”) at the confirmation prompt.

7.3.3 Restoring Archived Events

Restoring archived events from tape: Considerations:

You cannot restore archives from tape using a Station on a client computer. If you are restoring archives from tape you must use Station on the server computer.

When restoring archives from FileSystem, use a UNC path rather than mapping a drive to your local computer. For example, use \\myserver \archive instead of f:\.

To restore archived events from tape:

1. Click the Restore button.

2. Type Y (for “yes ”) at the confirmation prompt. This starts Windows Backup.

3. In Backup window, click the Restore tab.


4. Expand the tree view of the tape drive device you are restoring from.

5. Select the checkbox that corresponds to the set you want to restore.

6. Click the Start Restore button.

7. Confirm your selection.

8. When the restore is complete, click the Close button and exit from Backup.

Restoring archived events from FileSystem Considerations:

You can restore archived events from FileSystem in Station on either the server computer or a client computer.

To restore archived events from FileSystem:

1. Click the Restore button.

2. Type Y (for “yes ”) at the confirmation prompt. The Restore dialog box opens.

3. Select the required .dat file.

4. Click Open.


8 Producing reports

8.1 General Reports summarize historical information in many useful ways. For example, one report may consist of graphs of system-critical values over the past week, whereas another report may list equipment that is due for service.

All reports need to be requested, either manually or automatically. Requesting a report generates a new version, using the latest data.

Depending on how a report has been configured, it is automatically printed on the designated printer, or saved to computer file so that it can be viewed on screen or used by another program. If the report is designed to be viewed on screen, you need to call it up after generating it.

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8.2 Requesting a report To request a report:

1. Select Action / Request Report to open the Reports display. (Alternatively, click Reports on the System Menu display.) For a description of the standard reports supplied with the system, see section Standard Reports.

2. You can now request a report or archive by clicking its name in the Reports/Archives column. A “Request in progress” message appears in the Message Zone. The document is sent to the specified output device, either a printer or your screen.

Note! When you request a report, the system creates a new version using the latest data. For example, if you have a report called Weekly Status Report, you would need to request on a weekly basis to ensure that the data is always up-to-date.

8.2.1 Requesting a report from the Command Zone If you know the number of a report or archive, you can request it from the Command Zone. (Note that when you request a report this way, the report uses its default settings.)

For example, to request report “123”:

1. Click the Command Zone.

2. Type rpt 123 and press Enter.

8.3 Calling up a report If a report is designed to be viewed on screen, you can call it up at any time - just like any other display.

For example, to call up report “123”:


2. Type pr 123 and press Enter.

Note! Calling up a report simply redisplays the last version that was generated. If you want to update the report's contents, you must request it again (see section Requesting a report).

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8.4 Standard Reports Note! Reports marked with an asterisk (*) are only available if your system has the associated option.

Report Description Alarm and Event Lists the alarms and events that occurred within

the specified time period.

Alarm Duration Lists how long the specified points were in an alarm condition.

Cross Reference Lists where the specified points are used within your system, for example, in custom displays, reports, algorithms and so on.

Downtime Duration* Lists downtime delays that occurred within the specified time period.

Free Format Enables you to request customized reports that have been designed using the Free Format Report Writer option.

History Archive Creates archives of point history. Note that it does not produce text output. Only used for backward compatibility with earlier versions of PlantScape.

Integrated Microsoft Excel*

Enables you to request customized reports that have been designed using Microsoft Excel.

ODBC Data Exchange* Enables you to request customized reports using the ODBC Data Exchange option.

Point Attribute Lists all points with specified attributes, such as “off scan” or “alarm inhibited”, or those points with the specified state.

Sequence of Events Lists changes in point parameter values of time. This report is only available for points associated with specific controllers.

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9 Other functions

9.1 Printing You can print a “snapshot” of a display, or whatever else is shown in Station, by selecting the Action / Print display function on the Menu bar

Note! The Status and Alarm Lines are printed, but not the Message Zone.

In the Action menu, the other functions related to printing are: Page Setup Displays the Page Setup dialog box where you can

specify such things as page size and orientation.

Print Displays the Print dialog box where you can specify such things as the printer you want to print to.

Print Preview Displays a preview what you want to print.

9.2 Monitoring system status You can access status information about your system's hardware components, such as printers, by using the System status display opened from the System menu.

9.2.1 Monitoring Point Server Status The Point Server display shows the status of the point server. The display shows the point server name, type, network name, and status.

To call up the point server status information:

1. Click System Status on the System Menu display.

2. Click Point Servers on the Navigation Pane.

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9.2.2 Monitoring Station Status The Stations display shows the status of each Station. The display shows the Station's name, keyboard type, and status.

To call up the Station status information:


2. Click Stations on the Navigation Pane.

9.2.3 Monitoring Printer Status The Printers display shows the status of each printer. It shows the printer's name, status, and whether it is currently enabled.

To call up the printer status information:


2. Click Printers on the Navigation Pane.

If a printer fails, you can disable the printer by clicking the Enable checkbox. However, you must re-enable the printer after you have rectified the cause of failure.

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9.3 Calling up a web page or file In addition to calling up displays, you may need to call up Web pages and other files, such as Microsoft Word documents. Such pages and files typically contain operating procedures.

Note! SafeBrowse® is the Station feature that allows you to call up Web pages and files. It may have been configured so that you can only call up authorized Web pages and files.

To call up an HTML file called “c:\procedures\proc7.htm”:


2. Type file://c:\procedures\proc7.htm and press Enter.

The following table shows how to call up various types of file/page. To call up a: Type: File file://c:\procedures\proc7.htm

where c:\procedures\proc7.htm is the full name of a file.

Web page http://www.honeywell.com where www.honeywell.com is the address of a Web site

FTP Site ftp://ftp.hsc.com where ftp.hsc.com is the address of a FTP site.

9.4 Message Pad The Message Pad can be read by anyone who has access to Station. As the name implies, the primary purpose of the notes is to tell colleagues on the next shift about any important events.

To open the Message Pad, select View / Message Pad.

Alternatively, click the System Menu push button on the Toolbar and select Message Pad.

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To clear any existing notes and add your own notes:

1. Select View / Message Pad.

2. Click the Clear button.

3. Click in the note area. (Alternatively, press TAB until the note area is highlighted.)

4. Start typing your note.

5. When you have finished, click the Save button.

To add to the existing note:

1. Select View / Message Pad.

2. Click below the existing note. (You may need to press Enter to start a new line.)

3. Start typing your note.

When you have finished, click the Save button.

9.5 Functional descriptions for faceplates Functional descriptions for faceplates is an optional function.

Functional descriptions are used to provide the user with detailed information and user instructions for a faceplate’s functionality. A typical functional description depicts the purpose, functionality, alarms and interlocks of the tag and the implementation of eventual calculations.

Functional descriptions are text files that have been converted to HTM files. They contain text only, or text and pictures. Functional descriptions may be provided with links to other descriptions as well. The descriptions usually reside on a server, from which they can be retrieved to display on all user interfaces. When a functional description is retrieved via the user interface, the Internet Explorer opens and the functional description in question will be output on the screen.

If the function is included in the system scope the descriptions will be output on the user interface as follows:

Click on the Description push button on the top of the active faceplate, when the browser with the functional description of the faceplate opens on the display.

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Documents

PMD Operators Guide Eng