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Instrument Technician Level 3 (Master)

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Module

Topic/Workbook

Lessons

1

Basic Math
(Mastery Level)

Instrumentation Math Verification

Instrumentation Math Concepts

2

Basic Electricity
(Mastery Level)

Electrical Parameters & Ohm’s Law

Series & Parallel Concepts

Basic Electrical Measurements

Basic Electrical Components (ID, troubleshooting)

Basic Industrial Electronics (theory, troubleshooting)

Electrical Troubleshooting (TBD)

3

Essential I&C References
(Mastery Level)

Process & Instrument Diagrams (P&ID's) - Mastery Knowledge & Abilities

Instrument Loop Diagrams (ILD's) - Mastery Knowledge & Abilities

Instrument Spec & Data Sheets - Mastery Knowledge & Abilities

4

Instrumentation Signals & IO Connections
(Mastery Level)

Analog Signals (4-20mA AIO theory, conversions, etc.) - Applied Mastery Knowledge & Abilities

IO Connections (Sink/Source, 2/3/4 wire devices, etc.) - Applied Mastery Knowledge & Abilities

Analog Signals (Hookups, troubleshooting, diagnostics, etc.) - Applied Mastery Knowledge & Abilities

Digital Signals (Hookups, troubleshooting, diagnostics, etc.)- Applied Mastery Knowledge & Abilities

5

Instrument Functionality including SMART instruments
(Mastery Level)

SMART Instrumentation - Mastery level knowledge & abilities

Common Transmitter Functions & Features - Mastery level knowledge & abilities

HART Communications - Mastery level knowledge & abilities

FieldBus (FF, ModBus, ProfiBus. ModBus, DeviceNet, etc.) - Basic Knowledge and familiarity of uses and resources

Transmitter Revisions, HART DD files - Basic knowledge and ability to find/load as needed.

6

Calibration Fundamentals
(Mastery Level)

Calibration Program Concepts & Terminology - Mastery level KSA

Common Types of Instrumentation Calibration Errors - Mastery level KSA

Instrumentation Errors & Accuracy (including Calculations) - Mastery level KSA

Typical Calibration Procedures, Forms, and Record Keeping - Mastery level KSA

7
Core Instrumentation Test Equipment
(Mastery Level)

Process Meters (Fluke 789, etc.) - Mastery level KSA

AMS TREX Communicator - Mastery level KSA

Online AMS / FDM or other Smart Instrument Monitoring or I&C Maintenance Mgmt System - Mastery level KSA

8
Explosion & Ignition Prevention
(Mastery Level)

Standards - Hazardous Area Classifications - Mastery level KSA

Standards - CompEX / NFPA 70E - Mastery level KSA

Protection - Instrument Glands & Seals - Mastery level KSA

Protection - Ignition Barriers (Non-incendive Barriers & Intrinsically Safe Barriers – Site Specific) - Mastery level KSA

9
Temperature Measurement
(Mastery Level)

Temperature Measurement - General Info & Principles - Mastery level KSA

RTD Sensors - Mastery level KSA

Thermocouple Sensors - Mastery level KSA

10
Pressure Measurement
(Mastery Level)

Pressure & DP Measurement – General Info & Principles - Mastery level knowledge & abilities

11
Level Measurement
(Mastery Level)

General Level Measurement Principles - Mastery level KSA

DP Based Level Measurement - Mastery level KSA

Radar & GWR Level Measurement - Mastery level KSA

Magnetostrictive Level Measurement - Mastery level KSA

Ultrasonic Level Measurement - Mastery level KSA

Other Level Technologies - Mastery level KSA

12
Flow Measurement
(Mastery Level)

DP Based Flow Measurement - Mastery level KSA

Coriolis Flowmeters - Mastery level KSA

Ultrasonic Flowmeters - Mastery level KSA

Vortex Flowmeters - Mastery level KSA

Magnetic Flowmeters - Mastery level KSA

Turbine Flowmeters - Mastery level KSA

Positive Displacement Flowmeters - Mastery level KSA

Custody Transfer & Regulatory Measurements (LACT, Sales Gas, etc.) - Mastery level KSA

13
Piping & Tubing Integrity
(Mastery Level)

Compression & Screwed Fittings - Mastery level knowledge & abilities

Bolted Joints & Flanges (Instrumentation Specific) - Mastery level knowledge & abilities

14
Isolation Valves
(Mastery Level)

Pneumatic Controls - Mastery level knowledge & abilities

Hydraulic Basics - Mastery level knowledge & abilities

Isolation Valves, Actuators, and Position Indicators (General) - Mastery level knowledge & abilities

Shutdown/Blowdown Valve Details - Mastery level knowledge & abilities

15
Control Valves
(Mastery Level)

Control Valve Bodies (include Gen Theory) - Mastery level knowledge & abilities

Control Valve Actuators (Include I/P, Boosters, Air supply) - Mastery level knowledge & abilities

Control Valve Positioners (Include Position Sensors) - Mastery level knowledge & abilities

Choke Valves - Mastery level knowledge & abilities

16
Process Control
(Mastery Level)

Process Control Theory - Mastery level I&C field related knowledge & abilities

Process Control Problem Solving and Troubleshooting - Mastery level TS on field related problems

Process Control Tuning - Capable of performing basic loop tuning and aiding engineers/automation with loop tuning of complex or critical loops.

17
Fire & Gas Detection
(Mastery Level)

Flame Detection - Mastery level knowledge & abilities

Fusible Links (TSE Loops) - Mastery level knowledge & abilities

Point Gas Detection - Mastery level knowledge & abilities

Line of Sight Gas Detection - Mastery level knowledge & abilities

Heat Detection - Mastery level knowledge & abilities

Smoke Detection - Mastery level knowledge & abilities

Manual Pull Stations - Mastery level knowledge & abilities

18
Integrated Control & Safety Systems
(Mastery Level)

Control System Architecture - Mastery level knowledge and ability to know & trace signal paths of ICSS signals to/from respective controllers

ICSS Digital Security (Basics - for Instrument Techs) - Mastery level knowledge and abilities

Fire Panels & Fire Detection Network - Mastery level knowledge & abilities

PAGA Systems - Mastery level knowledge & abilities

UPS Systems - Mastery level knowledge & abilities

Low Volt Starters & Relays - Mastery Level Knowledge and advanced HW Troubleshooting Abilities

High Volt Relays - Mastery level Knowledge and advanced HW Troubleshooting Abilities

Variable Frequency / Variable Speed Drives - Mastery level Knowledge and advanced HW Troubleshooting Abilities

PLC Systems (Hardware Troubleshooting) - Mastery level Knowledge and advanced HW Troubleshooting Abilities

DCS Systems (Hardware Troubleshooting) - Mastery level Knowledge and advanced HW Troubleshooting Abilities

Vibration Monitoring (Hardware Troubleshooting) - Proficiency Knowledge and intermediate HW Troubleshooting Abilities

Misc. Critical Control Systems - As applicable - Per site / situation)

19
Process Safety
(Mastery Level)

Process Safety - Interpretation and Issue Recognition

Safety Instrumented Systems (SIS) - Mastery

MoC Procedures - Mastery KSA
Alarm Management - Mastery KSA

Management of Bypasses & Overrides

Safety Instrumented Systems (SIS) - I&C Mastery KSA

Shutdown & Blowdown Hierarchy

Safety Logic Diagrams - Mastery KSA

Cause & Effects Diagrams - Mastery KSA