{"id":51524,"date":"2020-09-15T13:08:25","date_gmt":"2020-09-15T07:38:25","guid":{"rendered":"https:\/\/ye1o34zhk8.onrocket.site\/?p=51524"},"modified":"2020-11-24T09:39:31","modified_gmt":"2020-11-24T04:09:31","slug":"instrument-loop-test","status":"publish","type":"post","link":"https:\/\/instrumentationtools.com\/instrument-loop-test\/","title":{"rendered":"Instrument Loop Test Requirements and Operation Procedures"},"content":{"rendered":"<h2 style=\"text-align: left;\">Instrument Loop Test Requirements<\/h2>\n<p style=\"text-align: justify;\">1. Make sure before loop test SAT for related systems shall be completed.<\/p>\n<p style=\"text-align: justify;\">2. Make sure systems peripheral equipment and network system via optical cable link should be ready for function.<\/p>\n<p style=\"text-align: justify;\">3. Make sure the inspection and test report attached in the loop folder as follows:<\/p>\n<ul style=\"text-align: justify;\">\n<li>Loop test check sheet.<\/li>\n<\/ul>\n<ul style=\"text-align: justify;\">\n<li>Instrument engineering index.<\/li>\n<\/ul>\n<ul style=\"text-align: justify;\">\n<li>Loop drawing.<\/li>\n<\/ul>\n<ul style=\"text-align: justify;\">\n<li>Instrument tubing\/piping leakage test report<\/li>\n<\/ul>\n<ul style=\"text-align: justify;\">\n<li>Instrument datasheet<\/li>\n<\/ul>\n<ul style=\"text-align: justify;\">\n<li>Instrument calibration report<\/li>\n<\/ul>\n<ul style=\"text-align: justify;\">\n<li>Cable megger\/continuity test report for primary cables and secondary cables.<\/li>\n<\/ul>\n<ul style=\"text-align: justify;\">\n<li>Piping and instrumentation drawing.<\/li>\n<\/ul>\n<ul style=\"text-align: justify;\">\n<li>Punch list<\/li>\n<\/ul>\n<p style=\"text-align: justify;\">4. Provide a <a href=\"https:\/\/instrumentationtools.com\/process-control-loop-testing\/\" target=\"_blank\" rel=\"noopener noreferrer\">loop test<\/a> procedure flow chart.<\/p>\n<p style=\"text-align: justify;\">5. Provide typical hook up for analog\/digital input\/output loop test procedure flow chart.<\/p>\n<p style=\"text-align: justify;\">6. During the loop test, actual pressure shall be applied for the diaphragm sealed\/ capillary type transmitter.<\/p>\n<p style=\"text-align: justify;\">7. For temperature loop simulation to be done from the element.<\/p>\n<p style=\"text-align: justify;\">8. The loop temperature error should be in the range of system allowable error.<\/p>\n<p style=\"text-align: justify;\">9. Instrument <a href=\"https:\/\/instrumentationforum.com\/t\/questions-and-answers-on-calibration\/10575\" target=\"_blank\" rel=\"noopener noreferrer\">calibration<\/a> work shall be completed.<\/p>\n<p style=\"text-align: justify;\">10. Instrument installation and cable termination work shall be completed.<\/p>\n<p style=\"text-align: justify;\">11. The loop test point should be five-points (0, 25%, 50%, 75%, 100%), and in reverse order too.<\/p>\n<p style=\"text-align: justify;\">12. A portable radio transmitter\/receiver should be used for the loop test.<strong>\u00a0<\/strong><strong>\u00a0<\/strong><\/p>\n<p style=\"text-align: justify;\">13. Each instrument or installation shall be attached a colored label conforming to the following code:<\/p>\n<pre>BLUE   -  Pre-installation tested\r\n\r\nYELLOW -  Pressure tested\u00a0\r\n\r\nGREEN\u00a0\u00a0-  Cable tested\r\n\r\nRED\u00a0\u00a0\u00a0\u00a0-  Loop test\r\n\r\nWHITE\u00a0\u00a0-  Test fail<\/pre>\n<p style=\"text-align: justify;\">14. If the loop test accepted by the client, a loop test sticker can be provided.<\/p>\n<h2 style=\"text-align: left;\">Operation and Procedures<\/h2>\n<h3 style=\"text-align: left;\"><span style=\"color: #0000ff;\">Flow Meter Loop Test<\/span><\/h3>\n<ul style=\"text-align: justify;\">\n<li><strong>C<\/strong>heck the flow meter, include tag No. and range should correspond with the design <a href=\"https:\/\/instrumentationtools.com\/what-is-instrument-datasheet\/\" target=\"_blank\" rel=\"noopener noreferrer\">datasheet<\/a>.<\/li>\n<\/ul>\n<ul style=\"text-align: justify;\">\n<li>Before connecting the <a href=\"https:\/\/instrumentationtools.com\/how-to-configure-a-smart-transmitter-using-a-hart-communicator\/\" target=\"_blank\" rel=\"noopener noreferrer\">HART communicator<\/a>, the flow should indicate 0% in DCS.<\/li>\n<\/ul>\n<ul style=\"text-align: justify;\">\n<li>Connect the HART communicator, check the tag No., range, and other settings of the flow meter.<\/li>\n<\/ul>\n<ul>\n<li>Simulate signal (0%, 25%, 50%, 75%, and 100%) from the field termination by using HART communicator, check the indication in DCS, the alarm set should be check.<\/li>\n<\/ul>\n<ul>\n<li>Also, do the above step in reverse order (100% to 0% in steps) and observe the transmitter response.<\/li>\n<\/ul>\n<ul>\n<li>Disconnect the HART communicator, check the indication in DCS again. The flow should be 0%.<\/li>\n<\/ul>\n<h3 style=\"text-align: left;\"><span style=\"color: #0000ff;\">Level Transmitter Loop Test<\/span><\/h3>\n<ul style=\"text-align: justify;\">\n<li>Check the <a href=\"https:\/\/instrumentationtools.com\/level-transmitter\/\" target=\"_blank\" rel=\"noopener noreferrer\">level transmitter<\/a>, include tag No. and range should correspond with the design datasheet.<\/li>\n<\/ul>\n<ul style=\"text-align: justify;\">\n<li>Before connecting the HART communicator, the level should indicate 0% in DCS.<\/li>\n<\/ul>\n<ul style=\"text-align: justify;\">\n<li>Connect the HART communicator, check the tag No., range, and other settings of the level transmitter.<\/li>\n<\/ul>\n<ul style=\"text-align: justify;\">\n<li>Simulate signal (0%, 25%, 50%, 75%, and 100%) from the field termination by using HART communicator &amp; check the indication in DCS, the alarm set should be checked.<\/li>\n<\/ul>\n<ul>\n<li>Also, do the above step in reverse order (100% to 0% in steps) and observe the <a href=\"https:\/\/instrumentationtools.com\/how-to-configure-a-smart-transmitter-using-a-hart-communicator\/\" target=\"_blank\" rel=\"noopener noreferrer\">transmitter<\/a> response.<\/li>\n<\/ul>\n<ul style=\"text-align: justify;\">\n<li>Disconnect the HART communicator &amp; check the indication in DCS again. The level should be 0%.<\/li>\n<\/ul>\n<p style=\"text-align: justify;\">Note: It includes displacement level transmitter, float level transmitter, radar level transmitter, differential pressure transmitter, etc.<\/p>\n<h3 style=\"text-align: left;\"><span style=\"color: #0000ff;\">Switch <\/span><span style=\"color: #0000ff;\">Loop Test<\/span><\/h3>\n<ul style=\"text-align: justify;\">\n<li>Check the switch, include tag No. and range should correspond with the design datasheet.<\/li>\n<\/ul>\n<ul style=\"text-align: justify;\">\n<li>The disconnection of the signal wire and jumper wire will indicate abnormal conditions in DCS.<\/li>\n<\/ul>\n<ul style=\"text-align: justify;\">\n<li>Initiate the signal from the site and check the value variation in DCS.<\/li>\n<\/ul>\n<ul style=\"text-align: justify;\">\n<li>Disconnect the signal and check the output of <a href=\"https:\/\/instrumentationtools.com\/dcs\/\" target=\"_blank\" rel=\"noopener noreferrer\">DCS<\/a>.<\/li>\n<\/ul>\n<p style=\"text-align: justify;\">Note: The above procedure may include a pressure switch, level switch, temperature switch, and flow switch.<\/p>\n<h3 style=\"text-align: left;\"><span style=\"color: #0000ff;\">Pressure Transmitter Loop Test<\/span><\/h3>\n<ul style=\"text-align: justify;\">\n<li>Check the <a href=\"https:\/\/instrumentationtools.com\/pressure-transmitter\/\" target=\"_blank\" rel=\"noopener noreferrer\">pressure transmitter<\/a>, include tag No. and range should correspond with the design datasheet.<\/li>\n<\/ul>\n<ul style=\"text-align: justify;\">\n<li>Open the drain valve, the pressure output should indicate 0% in DCS, if the pressure transmitter is vacuum type, before connecting the HART communication, the pressure output should be atmospheric pressure.<\/li>\n<\/ul>\n<ul style=\"text-align: justify;\">\n<li>Connect the HART communication, check the tag No., range, and other settings of the pressure transmitter.<\/li>\n<\/ul>\n<ul style=\"text-align: justify;\">\n<li>Simulate signal (0%, 25%, 50%, 75%, and 100%) from the field termination by using <a href=\"https:\/\/instrumentationtools.com\/hart-communicator-questions\/\" target=\"_blank\" rel=\"noopener noreferrer\">HART<\/a> communication, check the indication in DCS, the alarm set should be checked, and recorded.<\/li>\n<\/ul>\n<ul>\n<li>Also, do the above step in reverse order (100% to 0% in steps) and observe the transmitter response.<\/li>\n<\/ul>\n<ul style=\"text-align: justify;\">\n<li>Disconnect the HART communication, check the indication on DCS again.<\/li>\n<\/ul>\n<h3 style=\"text-align: left;\"><span style=\"color: #0000ff;\">RTD (without transmitter) Loop Test<\/span><\/h3>\n<ul style=\"text-align: justify;\">\n<li>Check the temperature element (<a href=\"https:\/\/instrumentationtools.com\/components-of-rtd\/\" target=\"_blank\" rel=\"noopener noreferrer\">RTD<\/a>) tag no. corresponds with the design datasheet.<\/li>\n<\/ul>\n<ul style=\"text-align: justify;\">\n<li>Apply resistance values according to the temperature range from the decade resistance box. Check the corresponding process values in the control room.<\/li>\n<\/ul>\n<h3 style=\"text-align: left;\"><span style=\"color: #0000ff;\">Thermocouple (without transmitter) Loop Test<\/span><\/h3>\n<ul style=\"text-align: justify;\">\n<li>Check the temperature element (<a href=\"https:\/\/instrumentationtools.com\/topic\/thermocouples\/\" target=\"_blank\" rel=\"noopener noreferrer\">thermocouple<\/a>) tag no. corresponds with the design datasheet.<\/li>\n<\/ul>\n<ul style=\"text-align: justify;\">\n<li>Apply the milli Volts from the process meter according to temperature and check the corresponding process values in the control room.<strong>\u00a0<\/strong><\/li>\n<\/ul>\n<h3 style=\"text-align: left;\"><span style=\"color: #0000ff;\"><strong>Temperature Transmitter Loop Test<\/strong><\/span><\/h3>\n<ul style=\"text-align: justify;\">\n<li>Check the temperature transmitter tag No. and range should correspond with the design datasheet.<\/li>\n<\/ul>\n<ul style=\"text-align: justify;\">\n<li>Before connecting the HART communication, check the output value of the <a href=\"https:\/\/instrumentationtools.com\/pressure-temperature-compensation\/\" target=\"_blank\" rel=\"noopener noreferrer\">temperature<\/a> transmitter in DCS, the temperature value should be the field ambient temperature.<\/li>\n<\/ul>\n<ul style=\"text-align: justify;\">\n<li>Connect the HART communication, check the temperature transmitter tag No., range, and set value.<\/li>\n<\/ul>\n<ul style=\"text-align: justify;\">\n<li>Simulate signal (0%, 25%, 50%, 75%, and 100%) from field termination by using HART communication, check the indication in DCS, the alarm set should be checked, and recorded.<\/li>\n<\/ul>\n<ul>\n<li>Also, do the above step in reverse order (100% to 0% in steps) and observe the transmitter response.<\/li>\n<\/ul>\n<ul style=\"text-align: justify;\">\n<li>Disconnect the HART communication, check the indication in DCS again.<\/li>\n<\/ul>\n<h3 style=\"text-align: left;\"><span style=\"color: #0000ff;\">Control Valve with Pneumatic Positioner Loop Test<\/span><\/h3>\n<ul style=\"text-align: justify;\">\n<li>Check the <a href=\"https:\/\/instrumentationtools.com\/control-valves-course\/\" target=\"_blank\" rel=\"noopener noreferrer\">control valve<\/a> tag No. and range should correspond with the design datasheet.<\/li>\n<\/ul>\n<ul style=\"text-align: justify;\">\n<li>Give the input signal to the control valve (4mA, 8mA, 12mA, 16mA, and 20mA) and check the response of the valve stem position in correspondence with the input signal.<\/li>\n<\/ul>\n<ul style=\"text-align: justify;\">\n<li>Also, do the above step in reverse order (20mA, 16mA, 12mA, 8mA, 4mA) and observe the valve response.<\/li>\n<\/ul>\n<ul style=\"text-align: justify;\">\n<li>Check the status of the <a href=\"https:\/\/instrumentationtools.com\/how-to-select-the-failure-mode\/\" target=\"_blank\" rel=\"noopener noreferrer\">air failure<\/a> of the control valve.<strong>\u00a0<\/strong><\/li>\n<\/ul>\n<h3 style=\"text-align: left;\"><span style=\"color: #0000ff;\">Vibration Probe Loop Test<\/span><\/h3>\n<ul style=\"text-align: justify;\">\n<li>Before starting the loop check, confirm the following calibration\/test of the <a href=\"https:\/\/instrumentationtools.com\/gap-voltage-of-bently-nevada-vibration-probe\/\" target=\"_blank\" rel=\"noopener noreferrer\">vibration probes<\/a>.<\/li>\n<\/ul>\n<ul style=\"text-align: justify;\">\n<li>All cable termination is completed, vibration probes are properly connected to the <a href=\"https:\/\/instrumentationtools.com\/proximity-sensor-lifting-of-shaft\/\" target=\"_blank\" rel=\"noopener noreferrer\">proximitor<\/a>.<\/li>\n<\/ul>\n<ul style=\"text-align: justify;\">\n<li>Check the polarity of the wires at the proximitor, (com, -24V, and O\/P terminals) connected to the monitor system.<\/li>\n<\/ul>\n<ul style=\"text-align: justify;\">\n<li>Confirm monitor are configured for suitable units for axial, radial, and speed measurement.<\/li>\n<\/ul>\n<ul style=\"text-align: justify;\">\n<li>Simulate from the <a href=\"https:\/\/instrumentationtools.com\/tk-3-calibrator\/\" target=\"_blank\" rel=\"noopener noreferrer\">TK3 kit<\/a> for axial, radial vibrations according to the datasheet. (Note the reading on the monitor.)<\/li>\n<\/ul>\n<ul style=\"text-align: justify;\">\n<li>Simulate up to the alarm and danger conditions, and confirm the function of the trip relays connected to the <a href=\"https:\/\/instrumentationtools.com\/what-are-pre-shutdown-shutdown-and-post-shutdown\/\" target=\"_blank\" rel=\"noopener noreferrer\">shutdown<\/a> system.<\/li>\n<\/ul>\n<h3 style=\"text-align: left;\"><span style=\"color: #0000ff;\">Analyzer Loop Test (with the vendor)<\/span><\/h3>\n<ul style=\"text-align: justify;\">\n<li>An analyzer loop shall be ready for checking when the following activities are completed.<\/li>\n<\/ul>\n<ul style=\"text-align: justify;\">\n<li>Appropriate calibration\/test<\/li>\n<\/ul>\n<ul style=\"text-align: justify;\">\n<li>Pneumatic\/hydraulic line pressure test.<\/li>\n<\/ul>\n<ul style=\"text-align: justify;\">\n<li>All final inspection for <a href=\"https:\/\/instrumentationtools.com\/oxygen-analyzer-calibration\/\" target=\"_blank\" rel=\"noopener noreferrer\">analyzer<\/a> shelter\/panel.<\/li>\n<\/ul>\n<ul style=\"text-align: justify;\">\n<li>Confirms that analyzer installation and all related items (ex: sampling system) in the loop functions properly. Apply appropriate samples and check for proper reading in the local monitor\/panel and in the control room.<\/li>\n<\/ul>\n<h3 style=\"text-align: left;\"><span style=\"color: #0000ff;\">Gas Detector Loop Test<\/span><\/h3>\n<ul style=\"text-align: justify;\">\n<li>Check the gas detector tag No. and range should correspond with the datasheet.<\/li>\n<\/ul>\n<ul style=\"text-align: justify;\">\n<li>Instead of simulating a 4-20mA signal, supply sample test gas to the sensor of the <a href=\"https:\/\/instrumentationtools.com\/infrared-hydrocarbon-gas-detector-calibration-procedure\/\" target=\"_blank\" rel=\"noopener noreferrer\">gas detector<\/a>, and check the output value from DCS.<\/li>\n<\/ul>\n<h2 style=\"text-align: left;\">Loop and Functional Test Work Flow<\/h2>\n<p style=\"text-align: justify;\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-51525\" src=\"https:\/\/instrumentationtools.com\/wp-content\/uploads\/2020\/09\/Loop-and-Functional-Test-Work-Flow.png\" alt=\"Loop and Functional Test Work Flow\" width=\"895\" height=\"972\" \/><\/p>\n<h2 style=\"text-align: left;\">Hook-up for Analog\/Digital Loop Test<\/h2>\n<h3 style=\"text-align: left;\"><span style=\"color: #0000ff;\">Control Loop<\/span><\/h3>\n<p style=\"text-align: justify;\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-51526\" src=\"https:\/\/instrumentationtools.com\/wp-content\/uploads\/2020\/09\/Control-Loop-Test.png\" alt=\"Control Loop Test\" width=\"624\" height=\"369\" \/><\/p>\n<h3 style=\"text-align: left;\"><span style=\"color: #0000ff;\">Simple Loop with Local Indication<\/span><\/h3>\n<p style=\"text-align: justify;\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-51527\" src=\"https:\/\/instrumentationtools.com\/wp-content\/uploads\/2020\/09\/Simple-Loop-with-Local-Indication.png\" alt=\"Simple Loop with Local Indication\" width=\"731\" height=\"444\" \/><\/p>\n<h3 style=\"text-align: left;\"><span style=\"color: #0000ff;\">Simple Loop<\/span><\/h3>\n<p style=\"text-align: justify;\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-51528\" src=\"https:\/\/instrumentationtools.com\/wp-content\/uploads\/2020\/09\/Simple-DCS-Loop.png\" alt=\"Simple DCS Loop\" width=\"455\" height=\"248\" \/><\/p>\n<p>Author: <a href=\"http:\/\/linkedin.com\/in\/mohammed-khaleeluddin-kamal-55817815\" target=\"_blank\" rel=\"noopener noreferrer\">Mohammed Khaleel<\/a><\/p>\n<h4>Read Next:<\/h4>\n<ul>\n<li><a href=\"https:\/\/instrumentationtools.com\/loop-checking\/\" target=\"_blank\" rel=\"noopener noreferrer\">What is Loop Checking?<\/a><\/li>\n<li><a href=\"https:\/\/instrumentationtools.com\/guidelines-for-logic-checks\/\" target=\"_blank\" rel=\"noopener noreferrer\">Logic Check Procedure<\/a><\/li>\n<li><a href=\"https:\/\/instrumentationtools.com\/yokogawa-dcs-and-sis\/\" target=\"_blank\" rel=\"noopener noreferrer\">Yokogawa DCS System<\/a><\/li>\n<li><a href=\"https:\/\/instrumentationtools.com\/fire-alarm-system-commissioning-procedure\/\" target=\"_blank\" rel=\"noopener noreferrer\">Fire Alarm System Commissioning<\/a><\/li>\n<li><a href=\"https:\/\/instrumentationtools.com\/control-valves-pre-commissioning-checklist\/\" target=\"_blank\" rel=\"noopener noreferrer\">Control Valves Pre-Commissioning<\/a><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Learn how to do instrument loop test requirements and the operation procedures for the different transmitters and switch.<\/p>\n","protected":false},"author":1,"featured_media":51527,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_mo_disable_npp":"","footnotes":""},"categories":[19,12],"tags":[108782],"class_list":{"0":"post-51524","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-basics","8":"category-control-systems","9":"tag-instruments-loop-test"},"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.4 (Yoast SEO v27.4) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Instrument Loop Test Requirements and Operation Procedures<\/title>\n<meta name=\"description\" content=\"Learn how to do instrument loop test requirements and the operation procedures for the different transmitters and switch.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link 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