Oil and Gas

Oil and Gas | Facilities and Surface Operations

Fundamentals of Instrumentation and Controls (I&C) Training

Course Code: N636
Instructors:  David Clarke
Course Outline:  Download
Format and Duration
2 days


This 2-day course includes instruction on the fundamentals of instrumentation and controls as they apply to the oil and gas industry. Instrumentation and controls provide the basic building blocks for all automated control systems which we observe in every modern operating oil and gas facility. Solid robust and reliable instrumentation and controls not only ensures efficient and profitable plant operations, but also includes safe functionality of the process, protection of the environment and regulatory compliance when required. This course provides the opportunity for the participants to obtain a solid understanding of various technologies used for process measurements, final control elements and basic regulatory controls, including an understanding of common pitfalls related to design, maintenance and operational issues of instrumentation and controls.


The instructor was very interactive, encouraged discussion and welcomed feedback

Duration and Training Method

Two classroom days providing 1.6 CEU (Continuing Education Units) or 16 PDH (Professional Development Hours).

Course Overview

Participants will learn to:

1. Define and compare a wide range of industrial process technologies used to perform common measurements, including pressure, temperature, level and flow.
2. Identify and understand basic control system theory and various control strategies, and analyze both the effectiveness of the control strategy and potential failure mechanisms.
3. Read and interpret Piping and Instrumentation Diagram (P&ID) instrumentation and controls.
4. Identify the basic steps required to properly specify and size a control valve in common services—i.e., What do I need to know?  What can go wrong?
5. Conduct and participate in various project meetings including: design review, Process Hazard Analysis (PHA) reviews, start-up planning, and operational improvement.
6. Develop maintenance standards and practices as related to instrumentation and controls, synthesizing knowledge of correct terminology and skills to communicate effectively.
7. Assemble and manage multi-discipline teams (e.g., instrumentation and controls engineers, technologists, and technicians).
8. Classify the special considerations required for designing, implementing, maintaining, and operating safety instrument functions, including: What is a safety instrument? What is a Safety Instrumented System? What do I need to know?

Day One
1. Key Concepts
        a. Introduction
        b. Workshop overview
        c. Definitions
2. Process Measurements
        a. Purpose
        b. Types of process measurements
        c. Terminology
        d. Design Considerations
        e. Maintenance/Operations Considerations
        f. Pressure
        g. Temperature
        h. Level
        i. Flow
        j. Custody Transfer 
        k. Other
        l. Signal Communication
        m. Quiz / Review

Day Two
1. Control Elements
        a. Terminology
        b. Manipulated Variables
        c. Final Control Elements
        d. Control Valves
        e. Maintenance/Operations Considerations
        f. Types 
       g. Characterization 
       h. Sizing
       i. Design Considerations 
       j. Variable Frequency Drives
       k. Quiz / Review
2. Basic Regulatory Control
        a. Purpose
        b. Terminology
        c. Basic Control Theory
        d. Control Algorithms
        e. Control Strategies
        f. Loop Tuning
        g. Design Considerations
        h. Operation/Maintenance Considerations
        i. Advanced Regulatory Control
        j. Quiz / Review


This course focuses on instrumentation and controls used in the oil and gas process industries. The knowledge and understanding provided is typically required by engineers and technologists in the design phase and by operations and maintenance staff once facilities are up and operating. This course is suitable for anyone with an interest in wanting to know how instrumentation and control systems should be designed, maintained and improved. This provided knowledge can also be used in assessing process safety, emergency situations and regulatory compliance issues.

David Clarke

Mr. Clarke is a professional engineer with over 35 years’ experience in Automation (Instrumentation, Controls and Telecommunications).  David has worked for major operating companies both in the Alberta oilsands and in the Middle East.  He worked for 20 years with a major EPC company in Calgary first as Automation Lead on major oilsands, pipeline and midstream projects, then as Automation Department Director and later as VP Engineering and Sr. Project Manager.  David has significant knowledge and expertise in all aspects of automation project design and implementation including SIL determination and safety system design.  David is a senior member of ISA.

Courses Taught
N636 - Fundamentals of Instrumentation and Controls (I&C) Training
N640 - P&ID (Piping and Instrumentation Diagram) and Engineering Drawings Interpretation




CEU: 1.6 Continuing Education Units
PDH: 16 Professional Development Hours
Certificate: Certificate Issued Upon Completion
RPS is accredited by the International Association for Continuing Education and Training (IACET) and is authorized to issue the IACET CEU. We comply with the ANSI/IACET Standard, which is recognised internationally as a standard of excellence in instructional practices.
We issue a Certificate of Attendance which verifies the number of training hours attended. Our courses are generally accepted by most professional licensing boards/associations towards continuing education credits. Please check with your licensing board to determine if the courses and certificate of attendance meet their specific criteria.