Certification of Completion: A Certificate of Completion indicating the total number of CEUs earned will be provided upon successful completion of the course.

Certificate Program: Part of the ISA/IEC 62443 Cybersecurity Certificate Program

Your course registration includes your registration for the exam.

Description:

The move to using open standards such as Ethernet, TCP/IP, and web technologies in supervisory control and data acquisition (SCADA) and process control networks has begun to expose these systems to the same cyberattacks that have wreaked so much havoc on corporate information systems. This course provides a detailed look at how the ANSI/ISA99 standards can be used to protect your critical control systems. It also explores the procedural and technical differences between the security for traditional IT environments and those solutions appropriate for SCADA or plant floor environments.

You will be able to:

• Discuss the principles behind creating an effective long term program security
• Interpret the ISA/IEC 62443 industrial security framework and apply them to your operation
• Define the basics of risk and vulnerability analysis methodologies
• Describe the principles of security policy development
• Explain the concepts of defense in depth and zone/conduit models of security
• Analyze the current trends in industrial security incidents and methods hackers use to attack a system
• Define the principles behind the key risk mitigation techniques, including anti-virus and patch management, firewalls, and virtual private networks

You will cover:

• Understanding the Current Industrial Security Environment: What is Electronic Security for Industrial Automation and Control Systems? | How IT and the Plant Floor are Different and How They are the Same
• How Cyberattacks Happen: Understanding the Threat Sources | The Steps to Successful Cyberattacks
• Creating A Security Program:  Critical Factors for Success/Understanding the ANSI/ISA-62443-2-1 (ANSI/ISA-99.02.01-2009)- Security for Industrial Automation and Control Systems: Establishing an Industrial Automation and Control Systems Security Program
• Risk Analysis:  Business Rationale | Risk Identification, Classification, and Assessment
• Addressing Risk with Security Policy, Organization, and Awareness: Cyber Security Management System Scope | Organizational Security | Staff Training and Security Awareness
• Addressing Risk with Selected Security Counter Measures: Personnel Security | Physical and Environmental Security | Network Segmentation | Access Control
• Addressing Risk with Implementation Measures: Risk Management and Implementation | System Development and Maintenance | Information and Document Management
• Monitoring and Improving the CSMS: Compliance and Review | Improve and Maintain the CSMS
• Validating or Verifying the Security of Systems: What is being done? | Developing Secure Products and Systems

Classroom/Laboratory Demo:

• PCAP Live Capture Analysis

Includes ISA Standards:

• ANSI/ISA-62443-1-1 (ANSI/ISA-99.00.01-2007), Security for Industrial Automation and Control Systems Part 1: Terminology, Concepts & Models
• ANSI/ISA-62443-2-1 (ANSI/ISA-99.02.01-2009), Security for Industrial Automation and Control Systems: Establishing an Industrial Automation and Control Systems Security Program
• ANSI/ISA-62443-3-3, Security for industrial automation and control systems: System security requirements and security levels

Recommended Pre-Requisites:

There are no required prerequisites for taking this course; however, it is highly recommended that applicants have at least one to three years of experience in the cybersecurity field with some experience in an industrial setting.

ISA Courses: TS06, TS12, or equivalent knowledge/experience would be beneficial.

Note from the Instructor: One of the challenges I have had in teaching IC32 is students attending without any or limited knowledge of TS04, TS06, TS12 or cybersecurity general principles. IC32 is a 14-hour boot camp style class and there is not a lot of time to teach basic comms and cybersecurity.

Recommended reading in preparation for course:

Cybersecurity Library

Which Security Level (SL) would have been required to prevent the attack?

Not sure this particular course is for you?

A pre-instructional survey is available for you to evaluate your level of understanding of the course material and to show you the types of questions you’ll be able to answer after completing the course.

5-Day Intensive Hands-on Training Curriculum

• Instrumentation Basics
• Calibration and Maintenance
• Digital (Smart) Transmitters
• Control Valves, Positioners, and DVCs
• Tuning and Troubleshooting Control Systems

Days: 4.5

CEUs: 3.6

PDHs: 36

ISA Technician Training Boot Camp combines a unique technical training course with minimum lecture and maximum hands-on experience. Over 75% of your time will be spent on equipment labs!

This week of intensive training will cover a broad range of technical topics needed to get the job done right. Starting with basic instrumentation fundamentals and ending with the advanced and ultimate in smart technology, this comprehensive program will serve as a vital building block to your professional development and skills enhancement efforts. This course also serves as a solid introduction to other ISA courses that will help you advance your automation and control career.

This course focuses on the knowledge required by a control systems technician with five years’ experience in performing maintenance, calibration and troubleshooting tasks typical of a plant floor environment. It will test an individual’s skill sets and serve as a self-assessment of additional training needs and will:

• Provide a review of industrial measurement and control concepts and terminology
• Review and Refresh present skills
• Introduce new skills

Who Should Attend?

• Technicians with instrument maintenance responsibilities, and a good working knowledge of instrument fundamentals and terminology.
• Instrument supervisors needing to understand and evaluate the skill sets required to perform instrument maintenance tasks.
• Reliability and maintenance engineers needing to learn and/or evaluate instrument maintenance processes.

Course Objectives

• Provide an overview of industrial measurement and control in order to communicate appropriately with other control system professionals
• Define a process to properly tune control loops
• Present a systematic approach for troubleshooting and start-up of single- and multi-loop control loops to maintain good process control systems
• Describe the operation and maintenance of pneumatic instruments employed in modern process facilities with an emphasis on valves, positioners, controllers, and transmitters
• Perform proper installation, calibration, and maintenance of electronic instruments
• Deliver a working knowledge of smart field devices including both digital transmitters and digital valve controllers

DAY 1: Instrumentation Basics

You Will Cover:

• Conventional analog field devices: Sensor Technologies | Measurement Fundamentals | Standard Signals
• Loop Characteristics: Current Loop | Power Source
• Smart Field Devices: Current Practice | Typical Smart D/P Transmitter | Configurations

Classroom/Laboratory Exercises:

• Calibrate process measurement devices
• Current loop construction and measurements
• Configure smart transmitters

You Will Be Able To:

• Describe the operation of a pneumatic differential pressure transmitters
• Calibrate a pneumatic d/p transmitter
• Describe the operation of the 4-20 ma current loop
• Perform voltage and current measurements in a 4-20 ma current loop
• Describe the operation of an electronic differential pressure transmitter
• Calibrate an electronic d/p transmitter
• Describe the configuration process for a digital transmitter
• Configure a digital transmitter

DAY 2: Calibration and Maintenance

You Will Cover:

• Temperature Measurements and Sensor Fundamentals
• D/P Level Applications: Hydrostatic Head Level Measurement | Bubbler Level Measurement | Level Transmitter | Open and Closed Tank Installation | Remote Seals
• Calibration and Configuration: Configuring Smart Temperature Transmitters

Classroom/Laboratory Exercises:

• Calculate span and range values for various level measurement applications
• Calibrate differential pressure, RTD, and thermocouple transmitters
• View a three-wire RTD demonstration and identify errors
• D/P Liquid Level Measurement with elevation/suppression applications

You Will Be Able To:

• Connect various transmitters for measurements of level, flow, and temperature
• Calculate measurement ranges for d/p level applications
• Calibrate various d/p transmitters for level measurements
• Describe temperature measurements utilizing various sensors and transmitters
• Calibrate various temperature transmitters utilizing various sensors

DAY 3: Digital (Smart) Transmitters

You Will Cover:

• Analog vs. Digital Instruments: Analog Limitations | Calibration of Analog vs. Digital Instruments
• Serial Digital Communications: Modem | FSK | Protocol
• HART™ Communication: Features | Master/Slave | Point-to-Point | Capabilities of HART

Classroom/Laboratory Exercises:

• Configure digital transmitters and digital valve controllers and control valves
• Perform sensor trims and calibrations
• Use various communication tools to configure smart field devices

You Will Be Able To:

• Differentiate between analog and digital instruments
• Configure, re-range, and calibrate smart/digital field devices
• Communicate with digital devices utilizing computer-based software

Day 4: Control Valves, Positioners, and DVCs

You Will Cover:

• Analog Positioners:  Operation of Analog Positioners | Calibration
• Smart Control Valves: Digital Positioners | Diagnostic Tools | Control Valve Tuning
• Diagnostics: Features | Capabilities

Classroom/Laboratory Exercises:

• Calibrate and split-range analog positioners
• Configure, calibrate, and split-range DVCs
• Use various communication tools to configure DVCs
• Perform diagnostic tests on smart control valves

You Will Be Able To:

• Differentiate between analog and digital positioners
• Configure, split-range, and calibrate analog positioners
• Configure and calibrate control valves fitted with digital valve controllers
• Communicate with DVCs utilizing computer-based software
• Test diagnostic capabilities of digital valve controllers

Day 5: Tuning and Troubleshooting Control Systems

You Will Cover:

• Review of Feedback Control Concepts and Components: History of Control Operation | Concepts | Pictorial Representation | Disturbances in the Loop
• Control Modes: Proportional | Integral | Derivative
• Introduction to Troubleshooting: Purpose of Troubleshooting | Reasons for Troubleshooting
• Approaches to Troubleshooting: Equipment History | Input/Output (Serial) | Shotgun Approach | Logical Analysis
• Logical Analysis Troubleshooting: Verify | Identify | Repair | Test | Follow-up on Problems

Classroom/Laboratory Exercises:

• Demonstrate the operation of components required for closed loop control
• Tune feedback control loops via a number of different methods
• Tune using PC-based simulation software
• Observe operation and tuning of a feedback control loop
• Diagnose and solve problems with single-loop control loops
• Troubleshoot several single control loop problems

You Will Be Able To:

• Define the concepts of PID control
• Explain component operation in a closed loop control system
• Use the trial-and-error methods to tune a control system for stated quality control
• Develop a systematic approach to troubleshooting
• Identify why a systematic approach to troubleshooting is most effective
• Follow specified procedures for proper loop check-out
• Verify, locate, and identify performance problems and the causes of the problems

Course Resources (included with registration)

Textbook: Measurement and Control Basics, Fifth Edition

By Thomas A. Hughes

More Ways to Learn

Want to learn more about the topic? Check out these resources.

Calibration: A Technician’s Guide 

By Mike Cable

Fundamentals of Process Control Theory, Third Edition

by P.W. Murrill

Troubleshooting: A Technician’s Guide, Second Edition 

By William L. Mostia, Jr., P.E.

Are you looking to take your PE Engineering Exam for the State of Texas in October?

Are you looking for a Group to Study with?  HOUSTON ISA Section is your answer.

All Future Control Systems PEs!

Sign up quickly with ISA Houston Section which is offering a 10-session professional study group course to prepare you to pass the Control Systems Engineer (CSE) Professional Engineer (PE) examination in October.

The course includes exam preparation materials that will be reviewed during each session with a knowledgeable facilitator. If you are a control systems professional in the Houston area and are planning to take the CSE exam, follow this link to find out more information and register for the course.”

For each session you want to attend you MUST sign up for that session. Also, you must be a ISA member in good standing. These sessions are at no charge and are provided as a service from the ISA Houston Section.

In order to receive the discount for ISA books, you must register no later than July 31^st.

For questions on the CSE Exam Study Course please email  the assistant education chair, Glen Wood, at glnwd15@gmail.com