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How the MANUAL and AUTOMATIC control modes of a machine are explained?

by Maryam Hussain

When to operate a controller on MANUAL and AUTOMATIC control modes?

To illustrate the need to operate a controller on MANUAL and AUTOMATIC control modes for controlling a process, let us consider an example of a shell and tube heat exchanger in which a process stream, on the tube side, is heated by condensing steam on the shell side.

The objective of this heater is to supply the process fluid, at a specific temperature, to the downstream process otherwise the whole production will be upset. If this supply temperature deviates due to some reasons (there may be several causes/disturbing variables), then some action must be taken to correct the deviation.

One way to achieve this objective is through the “monitor and control” job performed by the process plant operator. The operator observes the supply temperature of process stream Ta, compares it with the desired temperature Ts, and, on the basis of this comparison, decides whether to throttle or un-change the opening degree of the steam inlet control valve to the heat exchanger. This mode of operation is called MANUAL control mode and is very useful during a start-up, shutdown, maintenance, or emergency situation.

After the performance of such operations in manual control mode, the control room operator is used to shift the control mode to AUTOMATIC control mode.

In automatic control mode, the process controller receives the continuous input signal of process stream temperature from the temperature transmitter at outlet of the heat exchanger, compares it with the desired value, and depending on the result of this comparison (positive error or negative error), the process controller decides whether to throttle or un-change the opening degree of the steam inlet control valve to the heat exchanger. On the basis of this decision, the process controller sends an output signal to the steam inlet control valve to the heat exchanger, which in turn, manipulates the steam flow.

To accomplish this, a manual/automatic switch, or the software equivalent, is used to transfer the controller from the manual mode to the automatic mode, and vice versa.  

To execute the shift commands from manual to automatic mode or vice versa, the controller is usually provided with a set point tracking feature.

When a process plant is started up, a common procedure is to start the equipment and the process through manual control mode. In this case, the operator adjusts the output of the controller until the process variable comes to a desired steady state. When the process controller lacks the set point tracking feature, the set point must be manually adjusted until it equals the process variable before the controller is transferred to automatic; the process then continues running smoothly.

If the operator adjusts the set point to the process variable after switching to automatic mode, there may be a temporary disturbance in the process variable. This disturbance is called a bumpWith the set point tracking feature, the operator does not need to think about adjusting the set point to the process variable, because it is done automatically. In other words, set point tracking provides bump-less transfer when switching from manual to automatic control mode.

Which equipment failures protect the facility, employees, the public, & environment?

The identification of undesired events that lead to the materialization of a hazard & the mechanisms by which these undesired events could occur are numerous. In such a process, all known failure modes of components or features of a system are considered and undesired outcomes are noted. To provide the audience with the flavor of the subject, some failures, and fail-safe conditions are elaborated on here.

Pneumatic control valves, either regulating or fully open or fully closed type, in process plants, power plants, water demineralization plants, etc. consist of a diaphragm actuator that is actuated by compressed instrument air.

Although numerous advantages such as reliability, economy, and so on, are included in design & manufacture, the major advantage of the diaphragm actuator is its behavior on the loss of supply air. On one side of diaphragm, air exerts pressure against the compression-expansion force of the spring. Two mechanical configurations are available.

One configuration that drives the valve toward a fully closed state upon loss of compressed instrument air; this configuration is called a fail close (FC) pneumatic control valve, and such type of valve opens when air pressure is increased against the spring force, therefore, referred as air to open (AO) pneumatic control valve.

The other configuration is that drives the valve toward a fully open state upon loss of compressed instrument air; this configuration is called a fail open (FO) pneumatic control valve and such type of valve opens when air pressure is decreased against the spring force, therefore, referred as air to close (AC) pneumatic control valve.

Now let us know to decide on FO or FC types of pneumatic control valves. After the development of any process or process system for the facility, hazards are identified for the operation of the developed process and these hazards are identified and analyzed by a number of tools. One of these tools is called hazards and operability analysis (HAZOP). It is best used as late as possible with a new design, in order to be as complete as possible. With an existing facility, it can be used at any time. HAZOP can also be used for analyzing operating procedures so that sources of human error can be identified. HAZOP Simulates abnormal situations by using guide words applied to parameters and operations to create deviations. Along with many other recommendations of a HAZOP report, the fail open/fail closed choice for a control valve is also made by those responsible for process safety.

Illustation-1:

In order to give you a flavor that how pneumatic control valves are specified as FO and FC, let us see the following simple examples. Specify the fail safe modes of the pneumatic control valves that are listed in the applications below. State whether a FO or FC valve should be specified for the following manipulated variables. Give reason(s) in support of your answer:

(a)    Steam pressure in a shell of shell & tube heat exchanger.

(b)    Flow of effluent from a wastewater treatment plant hold-up tank into a sea.

(c)    Flow rate of reactants into a polymerization reactor.

(d)    Flow of cooling water to a reflux condenser of a distillation column.

Solution:

(a)    FC, to make sure that a shell steam pressure transmitter failure (or fail low) or power failure to the solenoid valve or instrument air supply failure, will not cause the over-pressurization & over-heat of the shell of the heat exchanger.

(b)    FC, to make sure that a level transmitter failure (or fail high) or power failure to the solenoid valve or instrument air supply failure, will not cause excessive and perhaps untreated waste from entering the sea.

(c)    FC, to make sure that a reactor level transmitter failure (or fail low) or reactor pressure transmitter failure (or fail low), or power failure to the solenoid valve or instrument air supply failure, will not cause the reactor to be flooded with excessive reactants.

(d)    FO, to make sure that a top plate pressure transmitter failure (or fail high in case of non-vacuum distillation) or power failure to the solenoid valve or instrument air supply failure, will not cause the over-pressurization of the distillation column.

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