Design Criteria in Instrumentation Engineering

Course Date

2 - 6 October 2023
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30 October - 3 November 2023
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20 - 24 November 2023
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11 - 15 December 2023
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25 - 29 December 2023
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Course content

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Why Choose this Training Course?


Take full advantage of the opportunity to attend one of the most beneficial training courses, presently being run. INFORMATECH is proud to announce a 5-day training course, jam packed with all you need to know, with respect to instrumentation design specific for the oil and gas industries. The control of a plant determines the efficiency of that plant. Therefore, the design of the instrumentation equipment used in the plant (used for measurement and control) is absolutely vital. This would be both from an operational as well as a safety point of view.


This training course focuses on getting the plant instrumentation component selection and integration just right. It progresses from selection, documentation, classification, and right through to final project management. At all times, it is actively presented, to fit in with the working environment of the delegates.


This training course will feature:


  • Crucial instrumentation design documentation (including data sheets, schedules, P&IDs, etc.)
  • Control philosophy, with respect to selected instrumentation
  • Equipment and instrumentation tagging philosophy
  • Hazardous area classification and appropriate certification
  • Instrumentation and final control element (valve) selection and sizing
  • Project management


What are the Goals?

By the end of this training course, participants will be able to:


  • Assist in crucial decisions for instrument design and selection
  • Interpret drawing and diagrams related to newly designed instrumentation
  • Have a full understanding of the various process control strategies, and how to implement them
  • Implement hazardous area zones, and select appropriate instrumentation and equipment for them
  • Manage a project appropriately, from design to handover


Who is this Training Course for?


It is irrelevant whether delegate instrumentation design knowledge and experience ranges from novice to advanced. The workshop starts from basic principles, and builds up, with the emphasis on delegate participation. Instructor guidance is delivered on a personal level, and delegates are encouraged to ask as many questions as necessary.


This training course is suitable to a wide range of professionals but will greatly benefit:


  • Instrumentation, electrical, mechanical, process and other engineers, specialists and staff
  • Management
  • Design teams
  • Budgeting and financial staff
  • Team leaders, supervisors and foremen


Course Outline


Day One: Signals, FDS, Vendors Interaction & P&IDs


  • Understanding instrumentation signals
  • Understanding process diagrams (including block, flow and where the P&ID fits in)
  • Functional Design Specification (FDS) and drawing standards
  • Vendor pre-qualification, interaction and quotation request
  • Tag numbering and naming conventions
  • Reading and creating P&IDs, including assorted P&ID symbology


Day Two: Instrumentation, Electrical and Pneumatic Diagrams, and Designing for Proper Acceptance Testing


  • Instrumentation drawings and documents, including:
    • Instrument selection report, instrument specification, data sheets, loop diagrams & schematics, cable schedules, hook-up diagrams, junction box wiring diagrams, cable racking layout, cable routing diagram, instrumentation index, history sheets, I/O lists, panel layout, power distribution, earthing diagrams and philosophy, PLC schematics, trip/alarm schedules, instrumentation detail, etc.
  • Electrical schematics (related to instrumentation projects), including:
    • Load lists, main & control circuits, electrical layout, single line diagrams, etc.
  • Pneumatic and hydraulic instrumentation schematics
  • Acceptance testing


Day Three: HMI Design Considerations, Area Classification, SIS and Instrumentation Selection & Sizing


  • PLC, SCADA and DCS design criteria and specification
  • Area and classification
  • Instrument classification
  • Safety Instrumented Systems (SIS) and SIS requirements, from a design point of view
  • Instrumentation selection and sizing (including equipment for the most common measurements)


Day Four: Intelligent Communication, Valve Sizing, Protection & Material Selection


  • Smart devices, HART and Fieldbus considerations for instrumentation plant design
  • Digital data communication aspects
  • Control valves and actuators, including selection and sizing
  • Equipment protection
  • Material selection


Day Five: Redundancy, Control Philosophy and Project Management


  • Spares philosophy
  • Design considerations for future expansion
  • Redundancy and loss of power considerations
  • Control philosophy, including:
    • Feedback, feed forward, on/off, regulatory, cascade, ratio, advanced control, etc.
  • Project management, including:
    • Project life cycles, scope, time, cost and quality management, risk, etc.

United Kingdom

63-66 Hatton Garden
Hatton Garden
07:30 – 19:00
Monday to Friday


Waarderweg 50-D
Haarlem , 2031BP
08:30 – 19:00
Monday to Friday


Gldani district, Mukhiani, M/R
Building 7, Apt. N22
+995 706 070161
07:30 – 19:00
Monday to Friday