Table of contents
Task E-17 Installs and services valves
Task descriptor
Instrumentation and control technicians must install and maintain valves correctly to ensure system efficiency, optimum production and safety of operations and equipment. Valves, in conjunction with actuators and positioners, manipulate the process medium. Maintenance of valves includes routine and preventative maintenance. Diagnosis includes troubleshooting and locating faults such as leaks and wear.
E-17.01 - Installs valves
E-17.01 - Installs valves
| NL |
NS |
PE |
NB |
QC |
ON |
MB |
SK |
AB |
BC |
NT |
YT |
NU |
| no |
yes |
NV |
yes |
ND |
yes |
yes |
yes |
yes |
yes |
NV |
NV |
NV |
Skills
| Reference Code |
Performance Criteria |
Evidence of Attainment |
| E-17.01.01P |
select type of valve |
type of valve is selected according to application, engineered designs and manufacturers’ specifications |
| E-17.01.02P |
select and use tools and equipment |
tools and equipment are selected and used according to application requirements, torque specifications and size of valves |
| E-17.01.03P |
select and install gasket material and mounting hardware |
gasket material and mounting hardware are selected and installed according to application |
| E-17.01.04P |
mount valve |
valve is mounted using methods according to industry practices, engineered designs, manufacturers’ specifications and codes |
| E-17.01.05P |
orientate valve |
valve is orientated according to manufacturers’ specifications in order to prevent premature valve failure, and ensure proper function and ease of access |
| E-17.01.06P |
verify operation of valve |
operation of valve is verified to be within specified parameters by using test equipment and calibration procedures |
| E-17.01.07P |
verify operation and calibration after installation |
operation and calibration is verified after installation |
Range of variables
- types of valve includes: sliding stem (globe, gate valve, pinch), rotary (butterfly, e-disc, ball, v-ball)
- methods include: bolting, welding, flanging, threading
Knowledge
| Reference Code |
Learning Outcomes |
Learning Objectives |
| E-17.01.01L |
demonstrate knowledge of valves, their components, characteristics and applications |
define terminology associated with valves and their components |
| identify hazards and describe safe work practices pertaining to valves |
| interpret information pertaining to valves found on drawings, specifications, nameplates and data sheets |
| identify types of valves and their components, and describe their characteristics and applications |
| identify types of final control elements and describe their components, applications and operation |
| identify types of final control element accessories and describe their purpose and operation |
| identify types of energy systems used to operate final control elements and describe their characteristics and applications |
| identify types of valve packing and describe their applications |
| describe principles of friction, and coefficient of friction, associated with fluids in motion |
| E-17.01.02L |
demonstrate knowledge of regulatory requirements pertaining to valves and their components |
interpret codes and regulations pertaining to valves and their components |
| E-17.01.03L |
demonstrate knowledge of procedures used to install valves |
identify tools and equipment used to install valves and their components, and describe their applications and procedures for use |
| describe procedures used to select, size and install valves |
| describe methods used to mount valves |
| explain importance of isolating valve from process |
| describe procedures used for testing valves |
| describe possible faults of valves |
| identify types of test equipment relating to installation of valves |
| describe procedures used to calibrate valves |
Range of variables
- components include: cages, plugs, seats, stems, packing, bonnet, body
- characteristics include: quick opening, linear, equal percentage, on/off
- applications include: metallurgy, seal/shut off requirements
- hazards include: energy state awareness (pressure, voltage, mechanical, temperature), stored mechanical energy (spring compression, compressed air), chemical, isolation/lock-out/tag-out
- types of valves include: sliding stem (globe, gate valve, pinch), rotary (butterfly, e-disc, ball, v-ball)
- types of final control elements include: valves, dampers/louvres, adjustable positive displacement pumps, motors, process regulators, variable speed drives (VSD)
- types of final control element accessories include: actuators (hydraulic, pneumatic, electric), boosters (volume, pressure), positioners (electric, pneumatic, smart), air supply regulators, switches, hand-wheel
- types of energy systems include: hydraulic, pneumatic, electric, manual operation
- types of valve packing include: graphite, rings, rope, Polytetrafluoroethylene (PTFE)
- methods include: bolting, welding, flanging, threading
- procedures used for testing valves include: stroking to ensure proper operation, performing valve signature test, performing leak test
- faults of valves include: leaks, valve passing, damaged parts
E-17.02 - Maintains valves
E-17.02 - Maintains valves
| NL |
NS |
PE |
NB |
QC |
ON |
MB |
SK |
AB |
BC |
NT |
YT |
NU |
| yes |
yes |
NV |
yes |
ND |
yes |
yes |
yes |
yes |
yes |
NV |
NV |
NV |
Skills
| Reference Code |
Performance Criteria |
Evidence of Attainment |
| E-17.02.01P |
inspect valves |
valves are inspected for faults according to specifications and maintenance schedule |
| E-17.02.02P |
lubricate valve stems, bushings and bearings |
valve stems, bushings and bearings are lubricated according to manufacturers’ specifications |
| E-17.02.03P |
verify valve assembly strokes smoothly throughout travel |
valve assembly strokes smoothly throughout travel |
| E-17.02.04P |
adjust open and close positions of valves |
open and close positions of valves are adjusted |
| E-17.02.05P |
document information |
information is recorded for future reference |
Range of variables
- faults include: packing leaks, worn and damaged parts, stem wear, leaks, valve passing
- information includes: valve stroke, wear, overall condition, maintenance record
Knowledge
| Reference Code |
Learning Outcomes |
Learning Objectives |
| E-17.02.01L |
demonstrate knowledge of valves, their components, characteristics and applications |
define terminology associated with valves and their components |
| identify hazards and describe safe work practices pertaining to valves |
| interpret information pertaining to valves found on drawings, specifications, nameplates and data sheets |
| identify types of valves and their components, and describe their characteristics and applications |
| identify types of final control elements and describe their components, applications and operation |
| identify types of final control element accessories and describe their purpose and operation |
| identify types of energy systems used to operate final control elements and describe their characteristics and applications |
| identify types of valve packing and describe their applications |
| describe principles of friction, and coefficient of friction, associated with fluids in motion |
| E-17.02.02L |
demonstrate knowledge of regulatory requirements pertaining to valves and their components |
interpret codes and regulations pertaining to valves and their components |
| E-17.02.03L |
demonstrate knowledge of procedures used to maintain valves |
identify tools and equipment used to maintain valves and describe their applications and procedures for use |
| describe procedures used to maintain valves |
| describe procedures used to inspect valves |
| describe methods used to isolate valves for maintenance |
| describe procedures used to clean and lubricate valves |
| describe possible faults of valves |
| describe importance of documenting information |
Range of variables
- components include: cages, plugs, seats, stems, packing, bonnet, body
- characteristics include: quick opening, linear, equal percentage, on/off
- applications include: metallurgy, seal/shut off requirements
- hazards include: energy state awareness (pressure, voltage, mechanical, temperature), stored mechanical energy (spring compression, compressed air), chemical, isolation/lock-out/tag-out
- types of valves include: sliding stem (globe, gate valve, pinch), rotary (butterfly, e-disc, ball, v- ball)
- types of final control elements include: valves, dampers/louvres, adjustable positive displacement pumps, motors, process regulators, VSD
- types of final control element accessories include: actuators (hydraulic, pneumatic, electric), boosters (volume, pressure), positioners (electric, pneumatic, smart), air supply regulators, switches, hand wheels
- types of energy systems include: hydraulic, pneumatic, electric, manual operation
- types of valve packing include: graphite, rings, rope, PTFE
- faults include: packing leaks, worn and damaged parts, stem wear, leaks, valve passing
- information includes: valve stroke, wear, overall condition, maintenance record
E-17.03 - Diagnoses valves
E-17.03 - Diagnoses valves
| NL |
NS |
PE |
NB |
QC |
ON |
MB |
SK |
AB |
BC |
NT |
YT |
NU |
| yes |
yes |
NV |
yes |
ND |
yes |
yes |
yes |
yes |
yes |
NV |
NV |
NV |
Skills
| Reference Code |
Performance Criteria |
Evidence of Attainment |
| E-17.03.01P |
select and use diagnostic tools and equipment |
diagnostic tools and equipment are selected and used according to industry standards and practices |
| E-17.03.02P |
interpret valve signature from diagnostic software |
valve signature is interpreted from diagnostic software to assess conditions |
| E-17.03.03P |
determine probable root cause and location of faults and identify required repairs |
probable root cause and location of faults are determined and required repairs are identified |
| E-17.03.04P |
inspect valve trim for conditions |
valve trim is inspected for conditions |
Range of variables
- diagnostic tools and equipment include: valve diagnostic software, dial gauges, pressure gauges
- conditions include: seat load, sticking valves, galling, cavitation, flashing
Knowledge
| Reference Code |
Learning Outcomes |
Learning Objectives |
| E-17.03.01L |
demonstrate knowledge of valves, their components, characteristics and applications |
define terminology associated with valves and their components |
| identify hazards and describe safe work practices pertaining to valves |
| interpret information pertaining to valves found on drawings, specifications, nameplates and data sheets |
| identify types of valves and their components, and describe their characteristics and applications |
| identify types of final control elements and describe their components, applications and operation |
| identify types of final control element accessories and describe their purpose and operation |
| identify types of energy systems used to operate final control elements and describe their characteristics and applications |
| identify types of valve packing and describe their applications |
| describe principles of friction, and coefficient of friction, associated with fluids in motion |
| E-17.03.02L |
demonstrate knowledge of regulatory requirements pertaining to valves and their components |
interpret codes and regulations pertaining to valves and their components |
| E-17.03.03L |
demonstrate knowledge of procedures used to diagnose valves |
identify diagnostic tools and equipment used to diagnose valves and describe their applications and procedures for use |
| describe procedures used to diagnose valves |
| describe possible faults of valves |
| E-17.03.04L |
demonstrate knowledge of valve trim conditions |
identify valve trim conditions |
Range of variables
- components include: cages, plugs, seats, stems, packing, bonnet, body
- characteristics include: quick opening, linear, equal percentage, on/off
- applications include: metallurgy, seal/shut off requirements
- hazards include: energy state awareness (pressure, voltage, mechanical, temperature), stored mechanical energy (spring compression, compressed air), chemical, isolation/lock-out/tag-out
- types of valves include: sliding stem (globe, gate valve, pinch), rotary (butterfly, e-disc, ball, v- ball)
- types of final control elements include: valves, dampers/louvres, adjustable positive displacement pumps, motors, process regulators, VSD
- types of final control element accessories include: actuators (hydraulic, pneumatic, electric), boosters (volume, pressure), positioners (electric, pneumatic, smart), air supply regulators, switches, hand wheels
- types of energy systems include: hydraulic, pneumatic, electric, manual operation
- types of valve packing include: graphite, rings, rope, PTFE
- diagnostic tools and equipment include: valve diagnostic software, dial gauges, pressure gauges
- faults include: packing leaks, worn and damaged parts, stem wear, leaks, valve passing
- conditions include: seat load, sticking valves, galling, cavitation, flashing
E-17.04 - Repairs valves
E-17.04 - Repairs valves
| NL |
NS |
PE |
NB |
QC |
ON |
MB |
SK |
AB |
BC |
NT |
YT |
NU |
| yes |
yes |
NV |
yes |
ND |
yes |
yes |
yes |
yes |
yes |
NV |
NV |
NV |
Skills
| Reference Code |
Performance Criteria |
Evidence of Attainment |
| E-17.04.01P |
select and use tools and equipment |
tools and equipment are selected and used according to industry standards and practices |
| E-17.04.02P |
disassemble valve |
valve is disassembled according to job procedures and manufacturers’ recommendations |
| E-17.04.03P |
select replacement parts |
replacement parts are selected according to valve specifications and process applications |
| E-17.04.04P |
repair components |
components are repaired according to manufacturers’ recommendations |
| E-17.04.05P |
reassemble valve |
valve is reassembled according to job procedures and manufacturers’ recommendations |
Range of variables
- tools and equipment include: packing pullers, seat pullers, torque wrench
- replacement parts include: cage, plug, seat, packing
- components include: cages, plugs, seats, stems, packing, bonnet, body
Knowledge
| Reference Code |
Learning Outcomes |
Learning Objectives |
| E-17.04.01L |
demonstrate knowledge of valves, their components, characteristics and applications |
define terminology associated with valves and their components |
| identify hazards and describe safe work practices pertaining to valves |
| interpret information pertaining to valves found on drawings, specifications and nameplates |
| identify types of valves and their components, and describe their characteristics and applications |
| identify types of final control elements and describe their components, applications and operation |
| identify types of final control element accessories and describe their purpose and operation |
| identify types of energy systems used to operate final control elements and describe their characteristics and applications |
| identify types of valve packing and describe their applications |
| describe principles of friction, and coefficient of friction, associated with fluids in motion |
| E-17.04.02L |
demonstrate knowledge of regulatory requirements pertaining to valves and their components |
interpret codes and regulations pertaining to valves and their components |
| E-17.04.03L |
demonstrate knowledge of procedures used to repair valves |
identify tools and equipment used to repair valves and describe their applications and procedures for use |
| describe procedures used to disassemble and reassemble valves |
| describe procedures used to repair valves |
| describe possible faults of valves |
Range of variables
- components include: cages, plugs, seats, stems, packing, bonnet, body
- characteristics include: quick opening, linear, equal percentage, on/off
- applications include: metallurgy, seal/shut off requirements
- hazards include: energy state awareness (pressure, voltage, mechanical, temperature), stored mechanical energy (spring compression, compressed air), chemical, isolation/lock-out/tag-out
- types of valves include: sliding stem (globe, gate valve, pinch), rotary (butterfly, e-disc, ball, v- ball)
- types of final control elements include: valves, dampers/louvres, adjustable positive displacement pumps, motors, process regulators, VSD
- types of final control element accessories include: actuators (hydraulic, pneumatic, electric), boosters (volume, pressure), positioners (electric, pneumatic, smart), air supply regulators, switches, hand wheels
- types of energy systems include: hydraulic, pneumatic, electric, manual operation
- types of valve packing include: graphite, rings, rope, PTFE
- tools and equipment include: packing pullers, seat pullers, torque wrench
- faults include: packing leaks, worn and damaged parts, stem wear, leaks, valve passing
Task E-18 Installs and services actuators
Task descriptor
Instrumentation and control technicians install, maintain, diagnose and repair actuators to ensure the proper operation of valves and other final control elements. Actuators adjust the position of valves and other final control elements.
E-18.01 - Installs actuators
E-18.01 - Installs actuators
| NL |
NS |
PE |
NB |
QC |
ON |
MB |
SK |
AB |
BC |
NT |
YT |
NU |
| yes |
yes |
NV |
yes |
ND |
yes |
yes |
yes |
yes |
yes |
NV |
NV |
NV |
Skills
| Reference Code |
Performance Criteria |
Evidence of Attainment |
| E-18.01.01P |
select actuator |
actuator is selected according to valve or final control element type, application and manufacturers’ specifications |
| E-18.01.02P |
select and use tools and equipment |
tools and equipment are selected and used according to application requirements and size of actuator |
| E-18.01.03P |
select, orientate and mount actuator |
actuator is selected, orientated and mounted according to industry practices engineered designs, manufacturers’ specifications and codes |
| E-18.01.04P |
connect and terminate actuator |
actuator is connected and terminated using methods according to industry practices, engineered designs, manufacturers’ specifications and codes |
| E-18.01.05P |
benchset actuator |
actuator is benchset to overcome static process pressure and ensure seat load |
| E-18.01.06P |
verify that actuator is within specified parameters |
actuator is verified to be within specified parameters by using test equipment and calibration procedures |
Range of variables
- methods include: wiring, tubing, bolting
Knowledge
| Reference Code |
Learning Outcomes |
Learning Objectives |
| E-18.01.01L |
demonstrate knowledge of actuators, their components, characteristics, actions and applications |
define terminology associated with actuators and their components |
| identify hazards and describe safe work practices pertaining to actuators and their components |
| interpret information pertaining to actuators found on drawings, specifications and nameplates |
| identify types of actuators and their components, and describe their characteristics, actions and applications |
| identify considerations and requirements for selecting final control elements, their components and accessories |
| identify types of energy systems used to operate final control elements and describe their characteristics and applications |
| describe principles of friction, and coefficient of friction, associated with fluids in motion |
| E-18.01.02L |
demonstrate knowledge of regulatory requirements pertaining to actuators and their components |
interpret codes and regulations pertaining to actuators and their components |
| E-18.01.03L |
demonstrate knowledge of procedures used to install actuators and their components |
identify tools and equipment used to install actuators and their components, and describe their applications and procedures for use |
| describe procedures used to select, size and install actuators |
| describe possible faults of actuators |
| E-18.01.04L |
demonstrate knowledge of procedures used to calibrate actuators |
describe procedures used to calibrate actuators |
Range of variables
- components include: diaphragms, plates, couplings, springs, bushings, o‑rings, circuit boards, motors
- actions include: spring return, double-acting, rotary, direct, reverse
- applications include: fail-open, fail-close, fail-last
- hazards include: energy state awareness (pressure, voltage, mechanical, temperature), stored mechanical energy (spring compression, compressed air), chemical, isolation, lock-out/tag-out
- types of actuators include: pneumatic, hydraulic, electric, mechanical
- types of energy systems include: hydraulic, pneumatic, electric, manual operation
- faults include: leaking diaphragms, broken springs, damaged or worn o‑rings
E-18.02 - Maintains actuators
E-18.02 - Maintains actuators
| NL |
NS |
PE |
NB |
QC |
ON |
MB |
SK |
AB |
BC |
NT |
YT |
NU |
| yes |
yes |
NV |
yes |
ND |
yes |
yes |
yes |
yes |
yes |
NV |
NV |
NV |
Skills
| Reference Code |
Performance Criteria |
Evidence of Attainment |
| E-18.02.01P |
inspect actuator |
actuator is inspected for conditions according to specifications and maintenance schedule |
| E-18.02.02P |
lubricate actuator stems, bushings and bearings |
actuator stems, bushings and bearings are lubricated according to manufacturers’ specifications |
| E-18.02.03P |
verify that assembly strokes smoothly throughout travel |
assembly strokes smoothly throughout travel |
| E-18.02.04P |
document information |
information is documented |
Range of variables
- conditions include: damaged diaphragms and o‑ring seals, scored shafts, water in instrument air
- information includes: valve stroke, wear, overall condition, maintenance record
Knowledge
| Reference Code |
Learning Outcomes |
Learning Objectives |
| E-18.02.01L |
demonstrate knowledge of actuators, their components, characteristics, actions and applications |
define terminology associated with actuators and their components |
| identify hazards and describe safe work practices pertaining to actuators and their components |
| interpret information pertaining to actuators found on drawings, specifications and nameplates |
| identify types of actuators and their components, and describe their characteristics, actions and applications |
| identify types of final control elements and describe their components, applications and operation |
| identify types of final control element accessories and describe their purpose and operation |
| identify considerations and requirements for selecting final control elements, their components and accessories |
| identify types of energy systems used to operate final control elements and describe their characteristics and applications |
| describe principles of friction, and coefficient of friction, associated with fluids in motion |
| describe environmental conditions |
| E-18.02.02L |
demonstrate knowledge of regulatory requirements pertaining to actuators and their components |
interpret codes and regulations pertaining to actuators and their components |
| E-18.02.03L |
demonstrate knowledge of procedures used to maintain actuators |
identify tools and equipment used to maintain actuators and their components, and describe their applications and procedures for use |
| describe procedures used to maintain actuators |
| describe possible faults of actuators |
| describe procedures used to lubricate actuators |
| describe importance of documenting information |
Range of variables
- components include: diaphragms, plates, couplings, springs, bushings, o‑rings, circuit boards, motors
- actions include: spring return, double-acting, rotary, direct, reverse
- applications include: fail-open, fail-close, fail-last
- hazards include: energy state awareness (pressure, voltage, mechanical, temperature), stored mechanical energy (spring compression, compressed air), chemical, isolation, lock-out/tag-out
- types of actuators include: pneumatic, hydraulic, electric, mechanical
- types of final control elements include: valves, dampers/louvres, adjustable positive displacement pumps, motors, process regulators, VSD
- types of final control element accessories include: actuators (hydraulic, pneumatic, electric), boosters (volume, pressure), positioners (electric, pneumatic, smart), air supply regulators, switches, hand wheels
- types of energy systems include: hydraulic, pneumatic, electric, manual operation
- environmental conditions include: ambient temperature, location, contamination
- faults include: leaking diaphragms, broken springs, damaged or worn o‑rings
- information includes: valve stroke, wear, overall condition, maintenance record
E-18.03 - Diagnoses actuators
E-18.03 - Diagnoses actuators
| NL |
NS |
PE |
NB |
QC |
ON |
MB |
SK |
AB |
BC |
NT |
YT |
NU |
| yes |
yes |
NV |
yes |
ND |
yes |
yes |
yes |
yes |
yes |
NV |
NV |
NV |
Skills
| Reference Code |
Performance Criteria |
Evidence of Attainment |
| E-18.03.01P |
select and use diagnostic tools and equipment |
diagnostic tools and equipment are selected and used according to industry standards and practices |
| E-18.03.02P |
interpret actuator travel |
actuator travel is interpreted to assess faults |
| E-18.03.03P |
determine probable root cause and location of faults and identify required repairs |
probable root cause and location of faults are determined and required repairs are identified |
Range of variables
- diagnostic tools and equipment include: diagnostic software, dial gauges, pressure gauges
- faults include: faulty springs, limits, leaking diaphragms, damaged o-rings
Knowledge
| Reference Code |
Learning Outcomes |
Learning Objectives |
| E-18.03.01L |
demonstrate knowledge of actuators, their components, characteristics, actions and applications |
define terminology associated with actuators and their components |
| identify hazards and describe safe work practices pertaining to actuators and their components |
| interpret information pertaining to actuators found on drawings, specifications and nameplates |
| identify types of actuators and their components, and describe their characteristics, actions and applications |
| identify types of final control elements and describe their components, applications and operation |
| identify types of final control element accessories and describe their purpose and operation |
| identify considerations and requirements for selecting final control elements, their components and accessories |
| identify types of energy systems used to operate final control elements and describe their characteristics and applications |
| describe principles of friction, and coefficient of friction, associated with fluids in motion |
| describe environmental conditions |
| E-18.03.02L |
demonstrate knowledge of regulatory requirements pertaining to actuators and their components |
interpret codes and regulations pertaining to actuators and their components |
| E-18.03.03L |
demonstrate knowledge of procedures used to diagnose actuators |
identify diagnostic tools and equipment used to diagnose actuators and describe their applications and procedures for use |
| describe procedures used to diagnose actuators |
| explain actuator travel |
| describe possible faults of actuators |
Range of variables
- components include: diaphragms, plates, couplings, springs, bushings, o‑rings, circuit boards, motors
- actions include: spring return, double-acting, rotary, direct, reverse
- applications include: fail-open, fail-close, fail-last
- hazards include: energy state awareness (pressure, voltage, mechanical, temperature), stored mechanical energy (spring compression, compressed air), chemical, isolation, lock-out/tag-out
- types of actuators include: pneumatic, hydraulic, electric, mechanical
- types of final control elements include: valves, dampers/louvres, adjustable positive displacement pumps, motors, process regulators, VSD
- types of final control element accessories include: actuators (hydraulic, pneumatic, electric), boosters (volume, pressure), positioners (electric, pneumatic, smart), air supply regulators, switches, hand wheels
- types of energy systems include: hydraulic, pneumatic, electric, manual operation
- environmental conditions include: ambient temperature, location, contamination
- diagnostic tools and equipment include: diagnostic software, dial gauges, pressure gauges
- faults include: faulty springs, limits, leaking diaphragms, damaged o-rings
E-18.04 - Repairs actuators
E-18.04 - Repairs actuators
| NL |
NS |
PE |
NB |
QC |
ON |
MB |
SK |
AB |
BC |
NT |
YT |
NU |
| yes |
yes |
NV |
yes |
ND |
yes |
yes |
yes |
yes |
yes |
NV |
NV |
NV |
Skills
| Reference Code |
Performance Criteria |
Evidence of Attainment |
| E-18.04.01P |
select and use tools and equipment |
tools and equipment are selected and used according to industry standards and practices |
| E-18.04.02P |
disassemble actuator |
actuator is disassembled according to job procedures and manufacturers’ specifications |
| E-18.04.03P |
select replacement components |
replacement components are selected according to manufacturers’ specifications and process applications |
| E-18.04.04P |
lubricate actuators |
actuators are lubricated according to manufacturers’ specifications |
| E-18.04.05P |
reassemble actuator with replacement components |
actuator is reassembled with replacement components according to job procedures and manufacturers’ specifications |
| E-18.04.06P |
verify operation and calibration before returning to service |
operation and calibration are verified before returning to service |
Range of variables
- tools and equipment include: spring compressors, seal pullers
- components include: diaphragms, plates, couplings, springs, bushings, o‑rings, circuit boards, motors
Knowledge
| Reference Code |
Learning Outcomes |
Learning Objectives |
| E-18.04.01L |
demonstrate knowledge of actuators, their components, characteristics, actions and applications |
define terminology associated with actuators and their components |
| identify hazards and describe safe work practices pertaining to actuators and their components |
| interpret information pertaining to actuators found on drawings, specifications and nameplates |
| identify types of actuators and their components, and describe their characteristics, actions and applications |
| identify types of final control elements and describe their components, applications and operation |
| identify types of final control element accessories and describe their purpose and operation |
| identify considerations and requirements for selecting final control elements, their components and accessories |
| identify types of energy systems used to operate final control elements and describe their characteristics and applications |
| describe environmental conditions |
| E-18.04.02L |
demonstrate knowledge of regulatory requirements pertaining to actuators and their components |
interpret codes and regulations pertaining to actuators and their components |
| E-18.04.03L |
demonstrate knowledge of procedures used to repair actuators |
identify tools and equipment used to repair actuators and describe their applications and procedures for use |
| describe procedures used to disassemble and reassemble actuators |
| describe procedures used to repair actuators |
| describe procedures used to lubricate actuators |
| E-18.04.04L |
demonstrate knowledge of procedures used to calibrate actuators |
describe procedures used to calibrate actuators |
Range of variables
- components include: diaphragms, plates, couplings, springs, bushings, o‑rings, circuit boards, motors
- actions include: spring return, double-acting, rotary, direct, reverse
- applications include: fail-open, fail-close, fail-last
- hazards include: energy state awareness (pressure, voltage, mechanical, temperature), stored mechanical energy (spring compression, compressed air), chemical, isolation, lock-out/tag-out
- types of actuators include: pneumatic, hydraulic, electric, mechanical
- types of final control elements include: valves, dampers/louvres, adjustable positive displacement pumps, motors, process regulators, VSD
- types of final control element accessories include: actuators (hydraulic, pneumatic, electric), boosters (volume, pressure), positioners (electric, pneumatic, smart), air supply regulators, switches, hand wheels
- types of energy systems include: hydraulic, pneumatic, electric, manual operation
- environmental conditions include: ambient temperature, location, contamination
- tools and equipment include: spring compressors, seal pullers
Task E-19 Installs and services positioners
Task descriptor
Instrumentation and control technicians install, maintain, diagnose and repair positioners. Positioners are used for the precise positioning of final control elements. They must be properly installed, calibrated and maintained to ensure system efficiency and reliability.
E-19.01 - Installs positioners
E-19.01 - Installs positioners
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Skills
| Reference Code |
Performance Criteria |
Evidence of Attainment |
| E-19.01.01P |
select positioner |
positioner is selected according to application and manufacturers’ specifications |
| E-19.01.02P |
select positioner action |
positioner action is selected according to process and engineered designs |
| E-19.01.03P |
select and use tools and equipment |
tools and equipment are selected and used according to industry standards and practices |
| E-19.01.04P |
select mounting hardware |
mounting hardware is selected according to application |
| E-19.01.05P |
orientate and mount positioner to actuator |
positioner is orientated and mounted according to access and egress requirements, industry practices, engineered designs, manufacturers’ specifications and codes |
| E-19.01.06P |
connect and terminate positioner |
positioner is connected and terminated using methods according to industry practices, engineered designs, manufacturers’ specifications and codes |
| E-19.01.07P |
configure and calibrate positioner |
positioner is configured and calibrated according to specifications |
| E-19.01.08P |
check positioner to verify operation is within specified parameters |
positioner is verified to be within specified parameters by using test equipment and calibration procedures |
| E-19.01.09P |
document information |
information is documented |
Range of variables
- action includes: fail-close, fail-open, direct, reverse
- tools and equipment include: hand-held configurators, loop calibrators, pressure calibrators, hand tools
- methods include: wiring, tubing, bolting
- calibration procedures include: connecting calibration instruments, interpreting calibration results, evaluating causes and effects of calibration errors
- information includes: valve stroke, wear, overall condition, range of operation
Knowledge
| Reference Code |
Learning Outcomes |
Learning Objectives |
| E-19.01.01L |
demonstrate knowledge of positioners, their components, auxiliaries, actions, applications and parameters |
define terminology associated with positioners and their components |
| identify hazards and describe safe work practices pertaining to positioners and their components |
| interpret information pertaining to positioner devices found on drawings, specifications and nameplates |
| identify types of positioners, their components and auxiliaries, and describe their actions, applications and parameters |
| describe relation of positioners to actuator type and application |
| identify types of final control elements and describe their components, applications and operation |
| identify types of final control element accessories and describe their purpose and operation |
| identify types of energy systems used to operate final control elements and describe their characteristics and applications |
| identify considerations and requirements for selecting final control elements, their components and accessories |
| E-19.01.02L |
demonstrate knowledge of regulatory requirements pertaining to positioners and their components |
interpret codes and regulations pertaining to positioners and their components |
| E-19.01.03L |
demonstrate knowledge of procedures used to install positioners, their components and auxiliaries |
identify tools and equipment used to install positioners, their components and auxiliaries, and describe their applications and procedures for use |
| describe procedures used to select and install positioners and their components |
| describe procedures used to configure positioners |
| describe importance of documenting information |
| E-19.01.04L |
demonstrate knowledge of procedures used to calibrate positioners |
describe calibration procedures |
Range of variables
- components include: levers, nozzles, flappers, diaphragms, feedback devices, current-to-pneumatic (I/P) transducers and bellows, magnets/pick-ups
- auxiliaries include: position switches, boosters, locks, speed controls
- actions include: fail-close, fail-open, direct, reverse
- applications include: sliding stem/rotary, piston/diaphragm
- hazards include: energy state awareness (pressure, voltage, mechanical, temperature), stored mechanical energy (spring compression, compressed air), chemical, isolation, lock-out/tag-out
- types of positioners include: rotary, pneumatic, electronic, digital, electro-hydraulic, electromechanical, smart
- types of final control elements include: valves, dampers/louvres, adjustable positive displacement pumps, motors, process regulators, VSD
- types of final control element accessories include: actuators (hydraulic, pneumatic, electric), boosters (volume, pressure), air supply regulators, switches, hand wheels
- types of energy systems include: hydraulic, pneumatic, electric, manual operation
- tools and equipment include: hand-held configurators, loop calibrators, pressure calibrators, hand tools
- procedures used to configure positionersinclude: setting stroke, setting pressures, matching to actuator
- calibration procedures include: connecting calibration instruments, interpreting calibration results, evaluating causes and effects of calibration errors
E-19.02 - Maintains positioners
E-19.02 - Maintains positioners
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Skills
| Reference Code |
Performance Criteria |
Evidence of Attainment |
| E-19.02.01P |
inspect positioner for problems |
positioner is inspected for problems according to specifications and maintenance schedule |
| E-19.02.02P |
clean positioner components |
positioner components are cleaned according to manufacturers’ specifications |
| E-19.02.03P |
verify that assembly strokes smoothly and does not oscillate throughout travel |
assembly strokes smoothly and does not oscillate throughout travel |
| E-19.02.04P |
calibrate and tune positioner |
positioner is calibrated and tuned according to valve specifications and process application |
| E-19.02.05P |
document information |
information is documented |
Range of variables
- problems include: air leaks, feedback faults
- components include: levers, nozzles, flappers, diaphragms, feedback devices, I/P transducers and bellows, magnets/pick-ups
- information includes: valve stroke, wear, overall condition, range of operation
Knowledge
| Reference Code |
Learning Outcomes |
Learning Objectives |
| E-19.02.01L |
demonstrate knowledge of positioners, their components, auxiliaries, actions, applications and parameters |
define terminology associated with positioners and their components |
| identify hazards and describe safe work practices pertaining to positioners and their components |
| interpret information pertaining to positioners found on drawings, specifications and nameplates |
| identify types of positioners, their components and auxiliaries, and describe their actions, applications and parameters |
| describe relation of positioners to actuator type and application |
| identify types of final control elements and describe their components, applications and operation |
| identify types of final control element accessories and describe their purpose and operation |
| identify types of energy systems used to operate final control elements, and describe their characteristics and applications |
| identify considerations and requirements for selecting final control elements, their components and accessories |
| E-19.02.02L |
demonstrate knowledge of regulatory requirements pertaining to positioners and their components |
interpret codes and regulations pertaining to positioners and their components |
| E-19.02.03L |
demonstrate knowledge of procedures used to maintain positioners, their components and auxiliaries |
identify tools and equipment used to maintain positioners, their components and auxiliaries, and describe their applications and procedures for use |
| describe procedures used to inspect positioners |
| describe procedures used to clean positioners |
| describe importance of documenting information |
| E-19.02.04L |
demonstrate knowledge of procedures used to calibrate and tune positioners |
describe procedures used to calibrate and tune positioners |
Range of variables
- components include: levers, nozzles, flappers, diaphragms, feedback devices, I/P transducers and bellows, magnets/pick-ups
- auxiliaries include: position switches, boosters, locks, speed controls
- actions include: fail-close, fail-open
- applications include: sliding stem/rotary, piston/diaphragm
- hazards include: energy state awareness (pressure, voltage, mechanical, temperature), stored mechanical energy (spring compression, compressed air), chemical, isolation, lock-out/tag-out
- types of positioners include: rotary, pneumatic, electronic, digital, electro-hydraulic, electromechanical, smart
- types of final control elements include: valves, dampers/louvres, adjustable positive displacement pumps, motors, process regulators, VSD
- types of final control element accessories include: actuators (hydraulic, pneumatic, electric), boosters (volume, pressure), air supply regulators, switches, hand wheels
- types of energy systems include: hydraulic, pneumatic, electric, manual operation
- information includes: valve stroke, wear, overall condition, range of operation
E-19.03 - Diagnoses positioners
E-19.03 - Diagnoses positioners
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Skills
| Reference Code |
Performance Criteria |
Evidence of Attainment |
| E-19.03.01P |
select and use diagnostic tools and equipment |
diagnostic tools and equipment are selected and used according to industry standards and practices |
| E-19.03.02P |
verify positioner operation and configuration |
positioner operation and configuration are verified to assess faults |
| E-19.03.03P |
determine probable root cause and location of faults and identify required repairs |
probable root cause and location of faults are determined and required repairs are identified |
Range of variables
- diagnostic tools and equipment include: smart communicators, hand-held configurators, diagnostic software, dial gauges, pressure gauges, pressure calibrators, current calibrators
- faults include: plugged nozzles, defective I/P transducer
Knowledge
| Reference Code |
Learning Outcomes |
Learning Objectives |
| E-19.03.01L |
demonstrate knowledge of positioners, their components, auxiliaries, actions, applications and parameters |
define terminology associated with positioners and their components |
| identify hazards and describe safe work practices pertaining to positioners and their components |
| interpret information pertaining to positioner devices found on drawings, specifications and nameplates |
| identify types of positioners, their components and auxiliaries, and describe their actions, applications and parameters |
| describe relation of positioners to actuator type and application |
| identify types of final control elements and describe their components, applications and operation |
| identify types of final control element accessories and describe their purpose and operation |
| identify types of energy systems used to operate final control elements and describe their characteristics and applications |
| identify considerations and requirements for selecting final control elements, their components and accessories |
| describe relation of positioners to actuator type and application |
| identify use of diagnostic information found in smart positioners for troubleshooting |
| identify use of raw data found in smart positioners for device setup |
| E-19.03.02L |
demonstrate knowledge of regulatory requirements pertaining to positioners and their components |
interpret codes and regulations pertaining to positioners and their components |
| E-19.03.03L |
demonstrate knowledge of procedures used to diagnose positioners, their components and auxiliaries |
identify diagnostic tools and equipment used to diagnose positioners, their components and auxiliaries, and describe their applications and procedures for use |
| describe procedures used to diagnose positioners |
| describe possible faults of positioners |
Range of variables
- components include: levers, nozzles, flappers, diaphragms, feedback devices, I/P transducers and bellows, magnets/pick-ups
- auxiliaries include: position switches, boosters, locks, speed controls
- actions include: fail-close, fail-open, direct, reverse
- applications include: sliding stem/rotary, piston/diaphragm
- hazards include: energy state awareness (pressure, voltage, mechanical, temperature), stored mechanical energy (spring compression, compressed air), chemical, isolation, lock-out/tag-out
- information includes: valve stroke, wear, overall condition, range of operation
- types of positioners include: rotary, pneumatic, electronic, digital, electro-hydraulic, electromechanical, smart
- types of final control elements include: valves, dampers/louvres, adjustable positive displacement pumps, motors, process regulators, VSD
- types of final control element accessories include: actuators (hydraulic, pneumatic, electric), boosters (volume, pressure), air supply regulators, switches, hand wheels
- types of energy systems include: hydraulic, pneumatic, electric, manual operation
- diagnostic tools and equipment include: smart communicators, hand-held configurators, diagnostic software, dial gauges, pressure gauges, pressure calibrators, current calibrators
- faults include: plugged nozzles, defective I/P transducer
E-19.04 - Repairs positioners
E-19.04 - Repairs positioners
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Skills
| Reference Code |
Performance Criteria |
Evidence of Attainment |
| E-19.04.01P |
select and use tools and equipment |
tools and equipment are selected and used according to industry standards and practices |
| E-19.04.02P |
disassemble positioner |
positioner is disassembled according to job procedures and manufacturers’ specifications |
| E-19.04.03P |
select replacement components |
replacement components are selected according to positioner specifications and applications |
| E-19.04.04P |
reassemble positioner with replacement components |
positioner is reassembled with replacement components according to job procedures and manufacturers’ recommendations |
Range of variables
- tools and equipment include: smart communicators, hand-held configurators, diagnostic software, dial gauges, pressure gauges, pressure calibrators, loop calibrators
- components include: levers, nozzles, flappers, diaphragms, feedback devices, I/P transducers and bellows, magnets/pick-ups
Knowledge
| Reference Code |
Learning Outcomes |
Learning Objectives |
| E-19.04.01L |
demonstrate knowledge of positioners, their components and auxiliaries, and describe their actions, applications and parameters |
define terminology associated with positioners and their components |
| identify hazards and describe safe work practices pertaining to positioners and their components |
| interpret information pertaining to positioner devices found on drawings, specifications and nameplates |
| identify types of positioners, their components and auxiliaries, and describe their actions, applications and parameters |
| describe relation of positioners to actuator type and application |
| identify types of final control elements and describe their components, applications and operation |
| identify types of final control element accessories and describe their purpose and operation |
| identify types of energy systems used to operate final control elements and describe their characteristics and applications |
| identify considerations and requirements for selecting final control elements, their components and accessories |
| describe relation of positioners to actuator type and application |
| E-19.04.02L |
demonstrate knowledge of regulatory requirements pertaining to positioners and their components |
interpret codes and regulations pertaining to positioners and their components |
| E-19.04.03L |
demonstrate knowledge of procedures used to repair positioners, their components and auxiliaries |
identify tools and equipment used to repair positioners, their components and auxiliaries, and describe their applications and procedures for use |
| describe procedures used to disassemble and reassemble positioners |
| describe procedures used to repair positioners |
Range of variables
- components include: levers, nozzles, flappers, diaphragms, feedback devices, I/P transducers and bellows, magnets/pick-ups
- auxiliaries include: position switches, boosters, locks, speed controls
- actions include: fail-close, fail-open, direct, reverse
- applications include: sliding stem/rotary, piston/diaphragm
- hazards include: energy state awareness (pressure, voltage, mechanical, temperature), stored
- types of positioners include: rotary, pneumatic, electronic, digital, electro-hydraulic, electromechanical, smart
- types of final control elements include: valves, dampers/louvres, adjustable positive displacement pumps, motors, process regulators, VSD
- types of final control element accessories include: actuators (hydraulic, pneumatic, electric), boosters (volume, pressure), air supply regulator, switches, hand wheels
- types of energy systems include: hydraulic, pneumatic, electric, manual operation
- tools and equipment include: smart communicators, hand-held configurators, diagnostic software, dial gauges, pressure gauges, pressure calibrators, loop calibrators
- mechanical energy (spring compression, compressed air), chemical, isolation, lock-out/tag-out
Task E-20 Configures and services variable speed drives (VSD)
Task descriptor
Instrumentation and control technicians configure, maintain, diagnose and repair VSD to ensure system efficiency and reliability. VSD are used for the precise control of drives. For the purpose of this standard, VSD include variable frequency drives (VFD).
E-20.01 - Configures VSD
E-20.01 - Configures VSD
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Skills
| Reference Code |
Performance Criteria |
Evidence of Attainment |
| E-20.01.01P |
select and use tools and equipment |
tools and equipment are selected and used according to industry standards and practices |
| E-20.01.02P |
calibrate VSD |
VSD are calibrated according to manufacturers’ instructions, application and data sheets |
| E-20.01.03P |
set initial parameters and settings of VSD |
initial parameters and settings of VSD are set according to engineered designs, manufacturers’ instructions, application and data sheets |
| E-20.01.04P |
back up and document configuration and calibration settings for future data recovery |
configuration and calibration settings are backed up and documented for future data recovery |
| E-20.01.05P |
test and verify operation of VSD is within specified parameters |
operation of VSD is within specified parameters by using operational and maintenance procedures |
Range of variables
- tools and equipment include: software, configurators, frequency generator, oscilloscope, tachometer, multimeter, thermal imaging camera
Knowledge
| Reference Code |
Learning Outcomes |
Learning Objectives |
| E-20.01.01L |
demonstrate knowledge of VSD and their components, characteristics, operating principles, parameters and applications |
define terminology associated with VSD and their components |
| identify hazards and describe safe work practices pertaining to VSD |
| interpret information pertaining to VSD found on documentation |
| identify power degradation considerations with VSD |
| identify types of VSD and their components, and describe their characteristics and operating principles |
| describe VSD configurations, interfaces, parameters and applications |
| identify types of motors used with VSD and describe their characteristics and operating principles |
| describe diagnostic features of VSD |
| E-20.01.02L |
demonstrate knowledge of regulatory requirements pertaining to VSD and their components |
interpret codes and regulations pertaining to VSD and their components |
| E-20.01.03L |
demonstrate knowledge of procedures used to configure VSD and their components |
identify tools and equipment used to configure VSD and their components, and describe their applications and procedures for use |
| describe procedures used to configure VSD and their components |
| describe importance of documenting configuration information |
| E-20.01.04L |
demonstrate knowledge of procedures used to calibrate VSD and their components |
identify tools and equipment used to calibrate VSD and their components, and describe their applications and procedures for use |
| describe procedures used to calibrate VSD and their components |
| describe importance of documenting calibration information |
Range of variables
- operating principles include: tuning parameter identification, signal isolation DCS/VFD
- parameters and applications include: power requirements, amperage, limitations, input and output devices
- hazards include: energy state awareness, capacitors, electrostatic discharge
- documentation includes: drawings, specifications, nameplates
- power degradation considerations include: power quality/harmonics, filters, cable routing, motor compatibility
- types of VSD include: AC drives, DC drives, VFDs, turbines
- types of motors include: DC control (servo, stepping), AC single-phase, AC three-phase, inverter rated
- diagnostic features include: fault codes, error codes, indicator lights
- tools and equipment include: software, configurators, frequency generator, oscilloscope, tachometer, multimeter, thermal imaging camera
E-20.02 - Maintains VSD
E-20.02 - Maintains VSD
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Skills
| Reference Code |
Performance Criteria |
Evidence of Attainment |
| E-20.02.01P |
select and use tools and equipment |
tools and equipment are selected and used according to industry standards and practices |
| E-20.02.02P |
inspect VSD for abnormal conditions |
VSD are inspected for abnormal conditions according to manufacturers’ specifications |
| E-20.02.03P |
verify inputs and outputs |
inputs and outputs are verified |
| E-20.02.04P |
upgrade software and firmware |
software and firmware are upgraded to avoid obsolescence and to resolve existing or previous software and firmware deficiencies |
| E-20.02.05P |
follow recommended maintenance practices and schedules |
recommended maintenance practices and schedules are followed according to manufacturers’ specifications |
| E-20.02.06P |
back up and document configuration settings for future data recovery |
configuration settings are backed up and documented for future data recovery |
Range of variables
- tools and equipment include: multimeters, software, configurators, loop calibrators, frequency generator, oscilloscope, tachometer, thermal imaging camera
- abnormal conditions include: contamination, loose connections, excessive heat
Knowledge
| Reference Code |
Learning Outcomes |
Learning Objectives |
| E-20.02.01L |
demonstrate knowledge of VSD and their components, characteristics, operating principles, parameters and applications |
define terminology associated with VSD and their components |
| identify hazards and describe safe work practices pertaining to VSD and their components |
| interpret information pertaining to VSD found on documentation |
| identify power degradation considerations with VSD |
| identify types of VSD and their components, and describe their characteristics and operating principles |
| describe VSD configurations, interfaces, parameters and applications |
| identify types of motors used with VSD and describe their characteristics and operating principles |
| describe diagnostic features of VSD |
| E-20.02.02L |
demonstrate knowledge of regulatory requirements pertaining to VSD and their components |
interpret codes and regulations pertaining to VSD and their components |
| E-20.02.03L |
demonstrate knowledge of procedures used to maintain VSD and their components |
identify tools and equipment used to maintain VSD and their components, and describe their applications and procedures for use |
| describe procedures used to inspect VSD for abnormal conditions |
| describe procedures used to upgrade software and firmware |
| describe importance of documenting configuration settings |
Range of variables
- operating principles include: tuning parameter identification, signal isolation DCS/VFD
- parameters and applications include: power requirements, amperage, limitations, input and output devices
- hazards include: energy state awareness, capacitors, electrostatic discharge
- documentation includes: drawings, specifications, nameplates
- power degradation considerations include: power quality/harmonics, filters, cable routing, motor compatibility
- types of VSD include: AC drives, DC drives, VFDs, turbines
- types of motors include: DC control (servo, stepping), AC single-phase, AC three-phase, inverter rated
- diagnostic features include: fault codes, error codes, indicator lights
- tools and equipment include: multimeters, software, configurators, loop calibrators, frequency generator, oscilloscope, tachometer, thermal imaging camera
- abnormal conditions include: contamination, loose connections, excessive heat
E-20.03 - Diagnoses VSD
E-20.03 - Diagnoses VSD
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Skills
| Reference Code |
Performance Criteria |
Evidence of Attainment |
| E-20.03.01P |
select and use tools and equipment |
tools and equipment are selected and used according to industry standards and practices |
| E-20.03.02P |
interpret VSD fault codes and indicator lights |
VSD fault codes and indicator lights are interpreted to identify conditions |
| E-20.03.03P |
determine probable root cause and location of faults and identify required repairs |
probable root cause and location of faults are determined and required repairs are identified |
Range of variables
- tools and equipment include: tachometers, megohmmeters, computers, multimeters, configurators, frequency generator, oscilloscope, thermal imaging camera
- conditions include: overcurrent, under‑voltage, ground faults
Knowledge
| Reference Code |
Learning Outcomes |
Learning Objectives |
| E-20.03.01L |
demonstrate knowledge of VSD and their components, characteristics, operating principles, parameters and applications |
define terminology associated with VSD and their components |
| identify hazards and describe safe work practices pertaining to VSD |
| interpret information pertaining to VSD found on documentation |
| identify power degradation considerations with VSD |
| identify types of VSD and their components, and describe their characteristics and operating principles |
| describe VSD configurations, interfaces, parameters and applications |
| identify types of motors used with VSD and describe their characteristics and operating principles |
| describe diagnostic features of VSD |
| E-20.03.02L |
demonstrate knowledge of regulatory requirements pertaining to VSD and their components |
interpret codes and regulations pertaining to VSD and their components |
| E-20.03.03L |
demonstrate knowledge of procedures used to diagnose VSD and their components |
identify tools and equipment used to diagnose VSD and their components, and describe their applications and procedures for use |
| describe procedures used to diagnose VSD and their components |
| interpret VSD diagnostic features |
| describe possible conditions of VSD |
Range of variables
- operating principles include: tuning parameter identification, signal isolation DCS/VFD
- parameters and applications include: power requirements, amperage, limitations, input and output devices
- hazards include: energy state awareness, capacitors, electrostatic discharge, arc flash
- documentation includes: drawings, specifications, nameplates
- power degradation considerations include: power quality/harmonics, filters, cable routing, motor compatibility
- types of VSD include: AC drives, DC drives, VFDs, turbines
- types of motors include: DC control (servo, stepping), AC single-phase, AC three-phase, inverter rated
- diagnostic features include: fault codes, error codes, indicator lights
- tools and equipment include: tachometers, megohmmeters, computers, multimeters, configurators, frequency generator, oscilloscope, thermal imaging camera
- conditions include: overcurrent, under‑voltage, ground faults
E-20.04 - Repairs VSD
E-20.04 - Repairs VSD
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Skills
| Reference Code |
Performance Criteria |
Evidence of Attainment |
| E-20.04.01P |
select and use tools and equipment |
tools and equipment are selected and used according to industry standards and practices |
| E-20.04.02P |
select replacement components |
replacement components are selected according to applications and manufacturers’ specifications |
| E-20.04.03P |
replace defective components |
defective components are replaced according to job procedures and manufacturers’ recommendations |
| E-20.04.04P |
test and adjust operating parameters |
operating parameters are tested and adjusted according to application requirements |
| E-20.04.05P |
verify operation before returning to service |
operation is verified before returning to service |
Range of variables
- tools and equipment include: software, configurators, frequency generator, oscilloscope, tachometer, multimeter, thermal imaging camera
Knowledge
| Reference Code |
Learning Outcomes |
Learning Objectives |
| E-20.04.01L |
demonstrate knowledge of VSD and their components, characteristics, operating principles, parameters and applications |
define terminology associated with VSD and their components |
| identify hazards and describe safe work practices pertaining to VSD |
| interpret information pertaining to VSD found on documentation |
| identify power degradation considerations with VSD |
| identify types of VSD and their components, and describe their characteristics and operating principles |
| describe VSD configurations, interfaces, parameters and applications |
| identify types of motors used with VSD and describe their characteristics and operating principles |
| describe diagnostic features of VSD |
| E-20.04.02L |
demonstrate knowledge of regulatory requirements pertaining to VSD and their components |
interpret codes and regulations pertaining to VSD and their components |
| E-20.04.03L |
demonstrate knowledge of procedures used to repair VSD and their components |
identify tools and equipment used to repair VSD and their components, and describe their applications and procedures for use |
| describe procedures used to test and adjust operating parameters of VSD |
Range of variables
- operating principles include: tuning parameter identification, signal isolation DCS/VFD
- parameters and applications include: power requirements, amperage, limitations, input and output devices
- hazards include: energy state awareness, capacitors, electrostatic discharge
- documentation includes: drawings, specifications, nameplates
- power degradation considerations include: power quality/harmonics, filters, cable routing, motor compatibility
- types of VSD include: AC drives, DC drives, VFDs, turbines
- types of motors include: DC control (servo, stepping), AC single-phase, AC three-phase, inverter rated
- diagnostic features include: fault codes, error codes, indicator lights
- tools and equipment include: software, configurators, frequency generator, oscilloscope, tachometer, multimeter, thermal imaging camera