Extreme Instrumentality: Electrical to Instrumentation Cross Training Boot Camp (XTBC)

Length:  4.5 days
CEUs:   3.6

Another part of the Technician Training Boot Camp Series


This class focuses on the knowledge and skills-sets required to function as an instrument maintenance technician. The electrical skills-set possessed by a trained electrician will serve as basis for expansion to include the skills-set required to maintain an instrument control system. Process measurement techniques, measurement and control equipment, calibrations techniques and calibration equipment will be discussed and utilized in numerous hands-on lab sessions. The knowledge and skill-sets gained from attending this class will lead the student to become an asset to an I&E maintenance team.

Who should attend?

  • Electricians assigned the additional responsibilities of instrument maintenance
  • Technicians with electrical skills cross training into the instrument discipline
  • Supervisors needing to audit/evaluate a cross training program for their employees
  • Individuals with less than four (4) years of instrument knowledge

Instrument X-Training Boot Camp Objectives:

  • Introduce students to instrument documentation for proper document interpretation
  • Review physics terminology and definitions, math functions, and engineering unit assignments as used in the instrumentation field
  • Introduce instrument calibration equipment and its proper utilization
  • Discuss process control and measurement fundamentals and related equipment
  • Discuss analog/digital transmission signals
  • Relay proper use of HART communicators
  • Discuss process control valve elements, makeup and function
  • Provide proper calibration techniques for transmitters and control valves
  • Practice loop wiring connections, calibrations, equipment configurations/operations
  • Discuss instrument troubleshooting techniques
  • Discuss process control fundamentals

You will be able to:

  • Interpret P&ID documentation
  • Explain the PID tuning process
  • Utilize various process calibrators
  • Properly design and construct a current (4-20 mA) loop
  • Analyze and troubleshoot a current loop for proper operation
  • Connect, test and calibrate various electronic analog transmitters
  • Connect, configure, test and calibrate various digital (Smart) transmitters
  • Test and calibrate an I/P
  • Hook-up, test and calibrate a pneumatic valve positioner
  • Configure, test and calibrate a digital valve controller (DVC)

You Will Cover:

  • P&ID and other instrument document interpretation
  • Laws of Physics and other fundamentals as applied to measurement and control
  • Ohm’s Law and various other electrical characteristics used in signal transmission
  • Proper use of instrument calibrators and HART communicators
  • Transmitter configurations and calibrations
  • Control valve set-up, configuration and calibration
  • Definitions/modes of operation of process controller and PID algorithms
  • Control loop analysis and fundamental troubleshooting

Laboratory/Classroom Exercises:

  • Test equipment training and utilization
  • Hart Protocol communicator training and utilization
  • 4-20 mA current loop configuration, construction and operation
  • Current loop analysis and testing
  • Analog transmitter hook-up, testing and calibration
  • Digital (Smart) transmitter hook-up, configuration, testing and calibration
  • I/P calibration
  • Pneumatic valve positioner calibration
  • DVC configuration and calibration
  • Simulated PID tuning

Includes ISA Text:


For more information:
Contact us at +1 919-549-8411 or info@isa.org to start your company on the path to well-trained employees.