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Understanding Loop Diagrams and Process Loop Sheets

From:automation | Author:H | Time :2024-11-27 | 487 Browse: | Share:



Often, if there are no loop diagrams, no drawing will exist that shows how the terminal screws of the valve actuator have been wired and what the terminals and configuration do. Thus, without a loop diagram, a simple 10-minute troubleshooting task can turn into hours of difficult trial-and-error troubleshooting to find the issue.

Figure 3: Example of a process loop sheet on 8.5” × 11” paper (portrait orientation).
 Process loop sheets explained Process loop sheets can take many forms. One common practice is to size the sheet to fit on US letter size (8.5” × 11”) paper. Multiple sheets can be grouped on a larger 24” × 36” contract drawing for larger projects. Another, used in other industries, is to make the process loop sheets the same size as other drawings used for the project, such as ANSI B or ISO A3.

Process loop sheets may be drawn by hand or produced in a drawing application such as AutoCAD (see Figure 3). On small projects, the sheets can easily be attached to the contract specification documents or placed with the engineering specifications to create an efficient and manageable document.

A process loop sheet is typically divided into as many horizontal layers—from the bottom of the drawing to the top—as required to show the entire loop diagram from the field device (at the bottom) to the control room (at the top). The following paragraphs provide an overview of the example Process Loop Sheet shown in Figure 4.

The top layer, just below the equipment description blocks, is the control room or administrative office at the end of the loop. The field device is always located in the bottom layer with intermediate layers denoting the path between the device and the control room, such as local control panels, remote I/O cabinets, PLC or DCS panels, or a fiber optic communication system. Each device and piece of equipment is assigned a unique ID to indicate that it is in a specific instrument loop. Best practice is to use the ISA-5.1 standards for assignment instrument IDs. However some SCADA systems may use different labeling systems, so these labels should also included if applicable.

The process loop sheet example in Figure 4 contains additional installation, commissioning and troubleshooting information. The following paragraphs provide an explanation of the various pieces of information contained on this process loop sheet example.

Data fields. The process loop sheet contains fields where the designer can enter data. Each field contains a key piece of information about the device, instrument, or equipment connected to the control system. The loop name and number fields are located at the bottom of the sheet. The fields at the top of the form are referred to as description blocks. These blocks include detailed information about all the instruments and components in the loop diagram. A separate row is created for each instrument or device in the loop.

Figure 4: Process loop sheet with the parts of the sheet labeled.
The list of fields typically used on a process loop diagram are as follows:


  • Loop name. This is a brief description of the process being monitored or controlled.

  • Loop number. This is a unique, four-digit number identifying the instrument loop.

  • Item. This is a unique, four-digit alpha identifier for each piece of field equipment in the loop. These identifiers, called instrument codes, are defined in the ISA-5.1 standard for instrumentation. Identifiers for other devices will be typically defined in an end-user-specific standard. It is important to note that there are many of the same types of instruments. That is why each device and piece of equipment should be assigned a unique ID that is only used once at the plant. For example, ISA-5.1 provides a method of doing this using loop numbers, but each plant may have its own internal convention. The important takeaway is that the identifier must be unique.

  • Description. This area explains the identifiers in the Item block. This block is valuable to anyone unfamiliar with ISA standard terminology and/or the plant’s instrument/ device tagging system.

  • Type. This block provides details about each device. For example, it may identify a flow element (FE) as either a magnetic flow meter, a Venturi flow tube, or an ultrasonic flow meter.

  • Criteria. This block contains requirements that are unique to the device or piece of equipment, such as the color of a pilot light lens, calibrated pressure, temperature, low-flow range requirements, elevations of level switches and analysis analyzer ranges. This block or the Type block may also contain information indicating which contractor is responsible for providing the device or piece of equipment. If there are special installation or commissioning requirements that are unique to a particular instrument, these will sometimes be also included on the process loop sheet.

  • Tag/service. This block is used to identify the item and what it does in the process. This is useful for an individual who does not understand the process or plant requirements, as well as someone assembling a control panel who must identify each piece of equipment on the panel by the process that is either being controlled or monitored.

  • Quantity. This is the number of items.For example, if multiple items of the same type are needed a quantity is listed rather than having multiple row entries. Likewise if similar, but slightly different, items are needed it is best to list them separately in separate rows.

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