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Training & Education

Local Training

Maximize your investment and ensure a safe workplace with a well-trained staff.

Maintain and continually improve your training for new hires, current employees in new roles, and team members adapting to newer technology.

We provide customers an Emerson Certified Instructor, courseware, and all the hardware needed for hands-on training.

Classes are available in:

  • Charlotte, NC
  • Richmond, VA
  • Durham, NC
  • Columbia, SC

Courses

CEUs: 2.1

This 3-day course reviews design and operating principles of control valves, actuators, positioners and related accessories. It describes the sizing and selection methods for a broad variety of control valves assemblies. Students will solve several demonstration sizing and selection problems using Fisher Specification Manager and published materials, plus participate in equipment demonstrations and hands-on workshops.

Students who complete this course will:

  • Select the proper valve characteristic for a given process
  • Choose suitable styles of control valves for an application
  • Size control valves and actuators
  • Properly apply positioners and instruments
Delivery Options

This training is also available as a remote virtual classroom, Course 1300V.

Audience

This course is for engineers, technicians, and others responsible for the selection, sizing, and application of control valves, actuators and control valve instrumentation.

Prerequisites

Some experience with industrial controls equipment including control valves and actuators would be helpful.

Topics Include
  • Control Valve Selection: Rotary/Sliding Stem
  • Actuator Selection and Sizing
  • Liquid Valve Sizing
  • Gas Valve Sizing
  • Positioners and Transducers
  • Valve Application Guidelines
  • Valve Characteristics
  • Valve Packing Considerations

CEUs: 2.1

This 3-day course explains how valves and actuators function and how they are installed and calibrated. It emphasizes installation, troubleshooting, parts replacement, and calibration of control valves, actuators, and digital valve controllers. Those who complete this course will be able to:

  • Correctly perform installation procedures
  • Perform basic troubleshooting
  • Properly apply and calibrate, FIELDVUE digital valve controllers
  • Change valve trim, gaskets and packing
Audience

This introductory course is for valve mechanics, maintenance personnel, instrument technicians, and others who are responsible for maintaining control valves, actuators and control valve instrumentation.

Prerequisites

Some experience in instrument calibration and in control valve maintenance, installation, and operation would be helpful.

Topics Include
  • Control Valve Terminology
  • Globe Valves
  • Packing
  • Actuators, and Digital Valve Controllers
  • Bench Set
  • Seat Leak Testing
  • Ball Valves
  • Butterfly Valves
  • Eccentric Disc Valves
  • Valve Characteristics

CEUs: 2.8

This 4 1/2 -day course uses lecture and hands-on labs to teach students how to properly set up and acquire diagnostic data using the QUIKLOOK 3-FS or FlowScanner 6000 valve diagnostic system. This course teaches proper setup of hardware and software, accurate entry of data, and other procedures that are required to ensure accuracy when acquiring data. Also covered are some basics in interpreting and analyzing the collected data. Students will properly connect to and test a sampling of valves including sliding stem and rotary, as well as spring and diaphragm, and piston options.

Students who complete this will:

  • Navigate features of QUIKLOOK 3-FS or FlowScanner 6000 software
  • Correctly mount sensors and related QUIKLOOK 3-FS or FlowScanner 6000 hardware on standard air-operated valves (AOV’s)
  • Enter valve, instrument, and actuator data
  • Correctly enter test parameters
  • Perform various step and stroking tests to collect diagnostic data
  • Analyze typical/atypical, graph data
  • Create/view reports
Audience

This course is for personnel who will perform and interpret control valve diagnostic testing using a QUIKLOOK 3-FS or FlowScanner 6000.

Prerequisites

Knowledge and experience of valves, actuators, control valve instrumentation operation and basic maintenance. Completion of Course1400 or 1400V, Course 1700 or 1700V, and Course 1450 is recommended but not required.

Topics Include
  • QUIKLOOK 3-FS or FlowScanner 6000 valve diagnostic system hardware/Software Overview
  • In-Depth Software Navigation
  • Setup and Testing Techniques
  • Data Entry & Test Criteria Best Practices
  • Data Management
  • Report Generation/Expected Results
  • Background Software Routines and Equations for the Analysis Numbers
  • Laboratory Activities/Support

CEUs: 2.1

This 3-day course starts with a brief review of QUIKLOOK 3-FS or FlowScanner 6000 valve diagnostic system software. Confirms student familiarity with test setups, pressure and travel channels, and the objectives of all available test procedures.

The course is based on a structured combination of lectures and hands-on labs to teach students how to identify problems in control valve assemblies. Emphasis is placed on determining and confirming overall control valve health and condition by examining each of the major components of the assembly; I/P, positioner, actuator, and valve body. Report generation and some field tips are also presented. To capitalize on learning from shared experiences, students are encouraged to bring in test data from an interesting scenario or a current problem.

Those who complete this course will:

  • Select the appropriate QUIKLOOK 3-FS or FlowScanner 6000 valve diagnostic system test for a given scenario.
  • Understand the impact of scan rates on the appearance and interpretation of acquired data.
  • Analyze valve diagnostic test data to determine overall control valve health by evaluating the condition of the various components of the assembly.
  • Identify multiple anomalies in a single assembly.
  • Use QUIKLOOK 3-FS or FlowScanner 6000 functions to generate reports.
  • Learn how to perform a step test on a discrete valve without interrupting power to the valve.
Audience

This course is designed for personnel who are responsible for interpreting plots and other diagnostic data that is acquired with the QUIKLOOK 3-FS or FlowScanner 6000 valve diagnostic system. This course focuses on data interpretation. Data acquisition is the primary focus in Course 1427.

Prerequisites

A pre-test and a control valve awareness test are used to confirm applicant readiness.

Course 1427 and a minimum of six months of diagnostic testing with the QUIKLOOK 3-FS or a FlowScanner 6000 valve diagnostic system also required.

Topics Include
  • Review of various valve diagnostic tests and specific objectives of each
  • Impact of Test Configuration Errors
  • Data Interpretation from Tests “Bugged” Valve Assembles
  • Multiple Anomalies Found in Control Valves
  • Moving or Exporting Data
  • Generating Reports
  • Interpretation of Difficult Uncovered Control Valve Problems

CEUs: 2.1

This 3-day course uses a very hands-on approach for troubleshooting and correcting many common control valve problems. The class will be introduced to the practice of basic valve sizing and selection. Valve problems such as cavitation, flashing, and aerodynamic noise are also discussed, as well as common solutions to these problems using different control valve trims and materials.

Instrumentation topics are expanded from Course 1400/1400V and 1700/1700V to include troubleshooting and advanced calibration for split ranging, non-compatible signals, or using additional instruments such as a volume booster and trip valves. Loop performance issues due to stick-slip, high friction, and instrument operation are discussed.

Audience

This advanced course is for experienced valve mechanics and maintenance personnel, instrument technicians, and others who will benefit from a broadened perspective of control valve performance and effect on total loop operation.

Prerequisites

Completion of courses 1400 or 1400V (with 1400W) , and 1700 or 1700V (with 1700W).

Topics Include
  • Control Loop Basics
  • Influences on Loop Performance
  • Control Valve Selection and Sizing
  • Valve Troubleshooting
  • Actuator Troubleshooting
  • Instrument Selection
  • Basic Instrument Troubleshooting
  • Severe Service Considerations

CEUs: 2.1

Overview

This 3-day course and hands-on workshop covers the principles of operation, calibration and installation procedures for electronic and pneumatic instruments. The class will discuss maintenance procedures for Fisher sliding stem and rotary actuator assemblies. Hands-on workshop exercises and lectures to discuss the operation and calibration of many Fisher instruments such as I/P transducers, pneumatic positioners, electro-pneumatic positioners, and Fisher FIELDVUE™ digital valve controllers will be covered.

Students will:

  • Calibrate a variety of pneumatic and electronic instruments
  • Correctly perform installation procedures
  • Perform basic troubleshooting, basic controller tuning, positioner and FIELDVUE digital valve controller application
Topics
  • Actuators and Bench Set
  • Current to Pneumatic (I/P) Transducers
  • Instrument Terminology
  • Pneumatic and Electro-Pneumatic Positioners
  • FIELDVUE Digital Valve Controller
Audience

This course is for instrument technicians and others, responsible for pneumatic and electronic instrument calibration, installation and troubleshooting.

Prerequisites

Some experience in electronic and pneumatic instrument maintenance and calibration would be helpful.

CEUs: 2.8

This 4-day course is the fourth in our series of AMS Machinery Manager courses. This course will instruct experienced users on database optimization techniques using an existing database and enhancing it by calculating and implementing improved Analysis Parameter (AP) sets. Students will learn how to identify when an AP set needs to be adjusted and how to make the adjustments effectively. This course will also focus on updating and optimizing alarm sets. Applications will include Vibration Analysis tab, Database Setup, Database Utility, Stored Data Management and Autostat.

Prerequisites

Introduction to AMS Machinery Manager (Course 2068), Intermediate AMS Machinery Manager (Course 2074), Advanced AMS Machinery Manager (Course 2070), Intermediate Vibration (Course 2032), or two years vibration analysis experience are strongly recommended.

Topics Include
  • Understanding the Database
  • Managing Invalid Data
  • Analysis Parameter Set Review
  • Electric Motor Points
  • Manual Alarm Adjustment
  • AutoStat Alarm Adjustment
  • Warning Alarms

This course is based on the current mass release of the AMS Machinery Manager software. Students may call to verify if the course is appropriate to the version they are using.

CEUs: 2.1

This 3-day course provides insight into advanced functionality of Emerson’s unique PeakVue™ technology and Autocorrelation. Machine vibrations generate both macro and microscopic vibrations, and microscopic vibrations generate stress waves that have frequency ranges determined by the mass of the impacting object. The properties of these stress waves will be explained.

The Autocorrelation section of the course will teach the power of the autocorrelation coefficient function for the analysis of vibration induced time wave form data. The autocorrelation function data generally are computed from the same time wave form data used to compute the spectrum. The strengths of the autocorrelation data are complimentary to the strengths of the spectral data.

This course makes use of both case studies from real-life examples of common faults, and live demonstrations illustrating specific mounting procedures to reliably detect certain faults. The difference between PeakVue techniques and demodulation will also be demonstrated.

Prerequisites

Students should be familiar with vibration data collection and analysis techniques and the use of AMS Machinery Manager Software.

Topics Include
  • Proper PeakVue™ Set-Ups for all speeds (as Low as 1 rpm)
  • Sensor Selection and Sensor Mounting
  • Setting Alarm Levels
  • Choosing Trend Parameters
  • Analyzing PeakVue Spectra and Waveforms
  • Uses of the Circular Waveform Plot
  • Introduce the Autocorrelation Coefficient
  • Demonstrate the computation of the Autocorrelation Coefficient Data from the Time Wave Form Data
  • Highlight the strengths of the Autocorrelation Coefficient Function Data/Spectra Data
  • Demonstrate the use of the Autocorrelation Coefficient Data as a diagnostic tool to support the Spectra Data for Vibration Analysis through several case studies
  • Identify unique patterns of the Autocorrelation Function Data for certain classes of Bearing Faults, Gearing Faults, etc.

CEUs: 2.8

This 4-day course teaches some of the more advanced machinery analysis techniques available in AMS Suite Machinery Health™ Manager Software. This course focuses more on analysis and reporting with the use of Vibration Analysis Module, Reporting Module, Exception Analysis, PEAKVUE™ technology and full version of RBMview.

This course is based on the current mass release of the AMS Machinery Manager software. Students can call to verify if the course is appropriate to the version they are using. Wireless technology, Infrared Analysis, Motorview, Online Monitoring and Oilview modules are covered in other course offerings and are not part of this course.

Prerequisites

Intro to AMS Machinery Health Manager (Course 2068), Basic Vibration Analysis course, or 6 months vibration analysis experience are recommended.

Topics Include
  • PEAKVUE™ Technology
  • Vibration Analysis module
  • Reporting Module
  • Exception Analysis
  • Nspectr
  • BMview
  • Data Transfer
  • Route Modification

CEUs: 1.4

This 2-day hands-on course focuses on the basic operation of the AMS 2140 Machinery Health Analyzer. Students collect data on lab machines.

Note: You may take with Fundamentals of Vibration as a 4-day course.

Prerequisites

This course is designed for personnel with little or no experience with AMS analyzers, but who are experienced in the field of vibration data collection and analysis.

Prerequisites

Understanding of vibration analysis and familiar with basic vibration collection principles.

 
Topics Include
  • Analyzer/Computer Communication
  • Predefined Route Data Collection
  • Job Data Collection and Setup
  • Manual Mode Measurements
  • Introduction to AMS 2140 Analysis Expert Functions

CEUs: 3.2

During the 4 1/2- day course, the student will be able to define system capabilities, define nodes, configure continuous and sequential control strategies, create process alarms, operate the system, troubleshoot the system, and modify operator displays. This course includes access to a virtual DeltaV™ system to practice and review course workshops, complete with brief recorded demonstrations available after course completion.

Audience

This course is designed for process engineers & process control engineers responsible for obtaining key production data, maintaining, configuring and troubleshooting a DeltaV system.

Prerequisites

Microsoft Windows experience. Prospective attendees lacking process control experience should first attend Control Loop Foundation, Course 9025. Prospective attendees new to DeltaV should first attend PlantWeb/DeltaV Introduction, Course 7101, or DeltaV Hardware & Troubleshooting, Course 7018.

Topics Include
  • System Overview
  • DeltaV Explorer
  • DeltaV Diagnostics
  • Control Modules
  • Control Studio
  • Motor Control with Interlocking and Permissive Conditions
  • Cascade Control
  • Regulatory Control
  • DeltaV Operate
  • System Operation
  • Alarms & Process History View
  • Alarm Help
  • Sequential Function Chart
  • Configure Theme Dynamos
  • Electronic Marshalling (CHARMS)

CEUs: 3.2

This 4 1/2-day course covers the implementation of a complete batch application. A process simulator will provide a batch application.

Students will use DeltaV™ Batch software to configure recipe entities including, Aliasing, Equipment Trains, Dynamic Unit Allocation, Phase Logic, Operations and Unit Procedures. Equipment entities will also be configured, including Units Modules and Process Cells. This course includes access to a virtual DeltaV system to practice and review course workshops complete with brief recorded demonstrations available after course completion.

Audience

This course is designed for individuals responsible for configuring and commissioning DeltaV Batch software.

Prerequisites

Course 7009, DeltaV Implementation I

Topics Include
  • Batch Overview
  • Unit Phase
  • Alias Definition
  • Unit Module
  • Process Cell
  • Class Based Control Modules
  • Class Based Equipment Modules
  • Operation
  • Unit Procedure
  • Procedure
  • Equipment Trains
  • Unit Aliasing
  • Dynamic Unit Allocation

CEUs: 3.2

During the 4 1/2- day course, the student will be able to identify function block structures, interpret function block status values, design error masking, define nodes, and configure class-based control modules using the Command-Driven algorithm. This course includes access to a virtual DeltaV™ system to practice and review course workshops, complete with brief recorded demonstrations available after course completion.

  • Configuration of Equipment Modules for Supervisory Control
  • Custom Faceplates and Dynamos
Audience

This course is for process control engineers responsible for designing, implementing, and testing configuration using the DeltaV system.

Prerequisites

DeltaV Implementation I, Course 7009

Topics Include
  • Function Block Structures & Status Values
  • Analog Control Palette Blocks PID Bias/Gain, Deadtime, Ratio, Signal Characterizer, Splitter
  • HART Inputs and Outputs
  • HART Device Alarms
  • AMS Intelligent Device Manager
  • Unit Alarms
  • DeltaV Tune with InSight
  • Device Control Options
  • Class Based Control Modules

CEUs: 2.8

This course provides an overview of the DeltaV™ Control Network, M- and S-series hardware, and software applications. Upon completion, you will be familiar with the hardware and be able to perform troubleshooting techniques. This 4-day course focuses on the hardware components that make up the DeltaV system: M-series controllers and I/O, S-series controllers and I/O (including CHARMs), and DeltaV Smart Switches. Using a combination of lectures and workshops, you will learn how to use operator and diagnostic tools to identify and locate hardware-related fault conditions.

Workshops provide the opportunity to disassemble and reassemble the M- and S-series hardware and return the system to an operating state. If your systems include bus technologies such as FOUNDATION Fieldbus, we recommend courses 7030, 7032, or 7037. The 7018 course satisfies the prerequisite requirement for these courses (except 7032).

This course includes access to brief recorded demonstrations available after course completion so students can review exercises completed in class.

Audience

This course is recommended for instrumentation and maintenance technicians, managers, and configuration engineers who need to know about DeltaV hardware.

Prerequisites
  • Windows Experience
Topics Include
  • DeltaV Overview
  • Operator Alarms
  • DeltaV Diagnostics
  • DeltaV Smart Switches
  • DeltaV I/O Cards and Carriers
  • Controllers and Power Supplies
  • Electronic Marshalling (CHARMs)
  • HART I/O
  • Redundant I/O

CEUs: 2.1

This 3-day DeltaV™ Virtualization course focuses on the various software that is used in the management of a DeltaV Virtualization environment. Students will engage in workshops that will reinforce the material discussed to successfully run and maintain a Virtualized DeltaV system.

Audience

This course is designed for system administration personnel that will be maintaining DeltaV workstations on a virtual platform after installation.

Prerequisites

Course 7024, DeltaV Systems Administration: XP/Server 2003 or Course 7027, DeltaV System Administration

Topics Include
  • Virtualization Hardware Setup
  • Overview of a typical virtualization system
  • Differences between a Host and DC Servers
  • Role of a DC
  • Networks within a virtualized system
  • Clusters
  • Virtual Networks
  • Virtual Machines
  • Review Templates
  • Process to create virtual machines
  • Overview of classroom setup
  • Create additional DeltaV Workstations
  • DeltaV Virtual Studio Tools
  • Grouping
  • VM Modifications
  • Edit Collection Settings
  • Thin Clients
  • DeltaV Remote Desktop Connection (DRDC)
  • Redundant Thin Client Networks
  • Replication & Disaster Recovery
  • Install/Configure Replication
  • Examine replication options
  • Recover from failovers
  • Health Monitoring & Troubleshooting
  • Emerson SHM
  • DVS/Cluster Diagnostics
  • DeltaV Alarming
  • Failure Scenarios
  • Host Patching & Moving VMs
  • Patching Procedures, Verification

CEUs: 2.8

This 4-day course is for instrumentation technicians responsible for all areas of managing and ensuring the reliability of instrumentation in the plant process, including startup and commissioning, normal operations, maintenance, and troubleshooting.

The hands-on workshops with AMS Device Manager and DeltaV will address areas relating to the instrument technician’s daily tasks.

Audience

The target audience usually does the following:

  • Responds to work orders created to calibrate, troubleshoot, repair, service, and replace instruments and valves
  • Monitors alerts to preemptively address problems prior to operators seeing a problem in the control room
  • Provides loop testing and assistance with instrumentation on plant turnarounds, startups, and for project work
  • Improves process availability and reduces operations and maintenance costs
Prerequisites

Microsoft windows experience. Minimal DeltaV and AMS experience is recommended but not required. Recommended to take Course 7018, but not required.

Topics Include
  • DeltaV and PlantWeb Overview
  • Smart Commissioning
  • AMS Device Manager Overview
  • FOUNDATION Fieldbus Overview
  • ValveLink SNAP-ON Introduction
  • ValveLink DVC Setup
  • HART Overview
  • PROCONEX QuickCheck SNAP-ON
  • PROFIBUS Overview
  • Wireless SNAP-ON Introduction
  • PlantWeb Alerts
  • AMS Device Manager User Interface
  • Setup and use of Alert Monitor in AMS Device Manager
  • Device Replacement for HART, Fieldbus, and PROFIBUS Devices
  • AMS Device Manager Audit Trail
  • AMS Device Manager Calibration Assistant

CEUs: 3.2

During the 4 1/2-day course, the student will be able to define system capabilities, define nodes, configure continuous and sequential control strategies, create process alarms, operate the system, troubleshoot the system and modify operator displays using the DeltaV™ Live Operator Interface introduced with DeltaV Version 14.3.

This course includes access to a virtual DeltaV system to practice and review course workshops, complete with brief recorded demonstrations available after course completion

Audience

This course is designed for process & process control engineers responsible for obtaining key production data, maintaining, configuring, and troubleshooting a DeltaV system.

Prerequisites

Microsoft Windows experience. Prospective attendees lacking process control experience should first attend Control Loop Foundation, Course 9025.

Topics Include
  • System Overview
  • DeltaV Explorer
  • DeltaV Diagnostics
  • Control Modules
  • Control Studio
  • Motor Control with Interlocking and Permissive Conditions
  • Cascade Control
  • Regulatory Control
  • DeltaV Live
  • Graphics Studio
  • System Operation
  • Alarms & Process History View
  • Alarm Help
  • Sequential Function Charts
  • Configure Theme Dynamos
  • Electronic Marshalling (CHARMS)

CEUs: 3.2

This 4 1/2-day course is for process control engineers responsible for configuring graphics in the DeltaV Live operator interface. This course teaches basic options through advanced configuration topics.

Audience

This course is designed for process & process control engineers responsible for obtaining key production data, maintaining, configuring, and troubleshooting a DeltaV system with the DeltaV Live Operator Interface.

Prerequisites

Course 7009, Course 7409, and Course 7025

Topics Include
  • Graphics Studio
  • Environment Customization
  • DeltaV Live
  • DeltaV Live Administration
  • Display Interactions
  • Conversion Functions
  • Class Based Graphical Element Modules (GEMs)
  • Contextual Displays
  • Custom Faceplates
  • Pop Up Pictures
  • Forms
  • Layout Configuration – Multi Monitor Configuration
  • Display Frame Customization
  • Publishing
  • Display Hierarchy
  • Script Assistant
  • Language Changes
  • Theme GEMs
  • Importing and Exporting Displays

Our intensive, 3-day educational course is an International Council for Machinery Lubrication (ICML) based class designed to give you the theory and practical tools you’ll need to transform your lubrication program. By using “how-to” guides, you’ll complete the course knowing why and how key changes should be implemented in your organization.

We offer an ICML certification testing opportunity and our 100% money back guarantee.

 

The course will help you understand:
  • How lubricants work, how to create machine lubricant specifications, and how to manage their condition
  • How to select optimum greases
  • How to design a world-class lubricant storage and handling system
  • How to modify equipment for lubrication, inspection, oil analysis, and contamination control
  • How to identify gaps in your program and create a game plan for your next steps
In the training you will focus on:
  • Day 1
  • Role of lubrication in machine reliability
  • Lubrication theory and fundamentals
  • Lubricates failure modes
  • Lubricating oil application methods
  • Day 2
  • Grease application methods
  • Lubricant selection and lubrication considerations
  • Lubricant contamination control
  • Day 3
  • Storage and handling of lubricants
  • Used oil analysis
  • Oil sampling methods
  • Equipment modifications
  • Lubrication program gap analysis
Overview

This is a 5-day course providing information on virtually all facets of steam boiler operation, maintenance, and troubleshooting. Common boiler auxiliaries and operating techniques are covered in detail. Safety and efficiency of operation are stressed. Information is included on modern boiler water treatment techniques, construction and repair methods, waste heat recovery, controls fuels, and draft.

The training manual includes the latest information on instrumentation and PLC controls systems, variable-frequency drives (VFD’s), steam system optimization, reverse osmosis systems, low-NOχ burners, and boiler start-up and shutdown procedures.

On Friday, the American Society of Power Engineers (ASOPE) Region 4 will provide Entry Level 3rd class level testing.

Audience

This course is for Steam Plant Operators, Steam Plant Maintenance Personnel; Steam Plant Supervisors/Managers, Facility Operators/Maintenance Personnel, and anyone associated with energy conversion.

Topics
  • Boiler Theory and Principles
  • Boiler Construction and Design
  • Steam Systems and Controls
  • Water Supply Systems and Controls
  • Water Treatment Systems and Controls
  • Fuel Systems and Controls
  • Draft and Flue Gas Systems and Controls
  • Instrumentation and Control Systems
  • Boiler Operation and Maintenance
  • Boiler System Optimization

Note: Exam, Licensing, and Handbook included

Details coming soon.