When measuring flow, level, or pressure within a process stream, important factors like accuracy and safety take the front seat. Setting one’s priorities right during this process can enhance the result, boost safety, and ensure the accuracy of the end product. One of the key aspects of proper measurement of process instrumentation is functionality. Each instrumentation, from the tap to the transmitter, needs to be functioning at optimal performance levels before accurate measurements can be made.

In most cases, the transmitters get and hoard most of the attention. It is, however, important to note that the transmitters are not the only valuable instrumentation in the line. Transmitters are saddled with the responsibility of providing accurate readings upon receipt of accurate inputs. To determine whether there is a problem with a process instrumentation loop, one needs to know the common signs and symptoms of subpar performance across the entire system and not just the transmitter.

For most discrepancies, performance issues are often attributed to the layout and design which ultimately impacts the final measurement dramatically. In this article, you’ll learn more about the best practices recommended to technicians and engineers who wish to optimize their workflow, steady measurement, improve process impulse, and stabilize output.

Know Your System

One of the most important pieces of advice one can get is to know their system and treat it accordingly. Having a strong understanding of your process line and the system gives you a better chance of detecting subpar performance or safety issues that could compromise workers and output. The knowledge of each component of your process instrumentation, what each component does, and the best practices for each one – including the Process interface valve (PIV), manifold, and impulse lines can help you to stabilize output and maintain safety compliance.

Process Interface Valve (PIV)

The first component of the process line is the process interface valve. The PIV can have either single gate valves or ball valves. Both the single gate valves and the ball valves are actively in use today although many manufacturers are making a switch to the double block-and-bleed valve (DBB) – a better solution for PIV applications.

The double block-and-bleed valves are regarded as the best for PIV applications for many reasons. They consist of a bleed valve located in-between two isolation valves. This DBB configuration offers a higher level of instrumentation line safety, especially when a technician needs to turn it off for maintenance reasons. To shut down the lines, the technician will only need to close the two block valves and leave the bleed valve open. In the event of leaks from any of the block valves, the second valve and the bleed valve will ensure adequate pressure distribution to prevent fluid or pressure accumulation in the instrumentation line.

Factories interested in the DBB can fabricate their own instead of buying directly. For fabrication purposes, the three valves can be purchased separately as a single, self-contained unit and assembled to achieve the desired results. Purchasing the single, self-contained units will reduce the weight and size of the items to be shipped. Fabrication can be done on-site to achieve the desired results.

Impulse Lines

The impulse lines serve as a connector between the transmitter and manifold. They essentially transport the current process conditions to the transmitter which, in turn, analyzes it. When a proper impulse line configuration is set, factories and manufacturers can protect their instrumentation from scaling, corrosion, and plugging. They can also maintain an optimal temperature that is within a desirable range while reducing leak points.

Using the appropriate tubing and tubing fittings made from stainless steel alloys instead of threaded connections and carbon steel pipes can help businesses to further prevent corrosion and scaling while also reducing leak points. One of the major advantages of stainless steel tubing is its malleability which allows it to be shaped and bent into desired forms to reduce mechanical connections. In the event where mechanical connections become necessary, mechanical-grip-type tube fittings are appropriate as they characteristically stand the test of thermal vibration or cycling.

The right temperature can be achieved and maintained within the impulse lines by heating and insulation. The heating and insulation process is rather manual and can be done by field-tracing tubes or with pre-insulated tubing. Most of the pre-insulated bundled tubing is available in ready-to-install forms – it is important to follow the manufacturers’ instructions when installing, sealing, cutting, or splicing the coiled lengths.


The manifold comprises a set of valves whose bodies are made from a single block of metal. Stainless steel is the most commonly used metal for manifold blocks. The transmitter is mounted on the manifold and enables isolation for calibration or servicing the transmitter. With the manifold, reliability and quality are two critical factors to watch out for. For example, at least one manifold valve must remain shut off during calibration or normal operation. Inaccurate readings are bound to happen when the seal-off is incomplete.

Selecting the Right Materials

The accuracy of your process instrumentation depends largely on the materials used. Substandard or inaccurate materials can greatly influence safety and results. It is important to ensure that the technicians, engineers, and safety team work together to ensure the very best outcomes. The choice of material recommended and used can depend on the type of environment, impulse lines, PIV, and manifold.

For example, stainless steel is a more accurate material for many kinds of environments and its application can help to combat corrosion. However, some people use carbon steel for their PIV and manifolds – although this material is susceptible to scaling which can alter the efficiency of the instrumentation loop down the line.

Standardization and Simplification

Regular maintenance tasks across the plant may be complicated by the instrumentation design. Plants and their technical staff must understand each system and its intricacies. An understanding of the materials and components of each system can aid better maintenance practices. To aid understanding, repairs, and parts ordering, design should be prioritized and proper training should be done. Plants should also standardize their process measurement systems using a consistent set of criteria, including maintenance and calibration accuracy, allowance for downtime, and established budgets.

Setting up a secure and high-performance process instrumentation line is important to aid the right outputs. Learn more by visiting https://www.ppspr.com

PPS Professional Process Systems,

Road #2 KM 44.2 Manatí PR 00674,

(787) 854-5477

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