Full details, session content and registration information for Carotek 2015 Process Solutions Summit.

1. Big Challenges:
Real Solutions
Process Solutions Summit

2. Room 1 Room 2 Room 3 Room 4 Room 5 Room 6 Room 7 Room 8
Lunch from 12:00-1:30 pm
Schedule for September 23rd
& 24th
– Registration open from 7:00-8:30 am
Thur. 8:30-10:00am
10:30am-12:00pm
Wed. & Thur. 8:30-10:00am
Wed. & Thur. 8:30-9:30am
Wed. & Thur. 9:45-10:45am
Wed. & Thur. 11:00am-12:00pm
Wed. & Thur. 1:30-2:30pm
Wed. & Thur. 1:30-3:30pm
Wed. & Thur. 2:45-3:45pm Thur. 1:30-3:00pm
Wed. 1:30-3:00pm
Hands-On
Workshops
Viking Internal
Gear Pump
(Wed. Only)
Hands-On
Workshops
ANSI &
CR-H Pump
Hands-On
Workshops
Process
Instrumentation
Set-up and
Verification
Hands-On
Workshops
Process
Instrumentation
Set-up and
Verification
Selective
Catalytic
Reduction
(SCR)-Emissions
Control Overview
(Wed. Only)
Live Demo
Calibration
Management
Live Demo
Steam Trap
Operation and
Selection
Tank Gauging
Technologies
and Management
Storage
Tank Farm
Troubleshooting
and Proper
Maintenance
of Process
pH Sensors
Throttling
Control with Rack
& Pinion and
Scotch Yoke
Actuators
Rethinking
Flowmeter
Design-Direct
Connection to
Your Control
Systems
Improving
Process
Analytical
Sampling System
Effectiveness
Efficient
Hot Water
Generation
Energy
Monitoring
Solutions -
Compressed Air
Tubing Bundles
and Heated
Sample Lines
– A to Z
Electronic
Differential
Pressure
for Level
Measurement
Eliminate up to
70% of your
unscheduled
down time,
and be able to
prove it!
Improving
Start-up and
Commissioning
Schedules
Simple,
Low Cost
Wireless
Solutions
Process
Safety
and Critical
Controls- What
Solution Best
Meets Your Needs
Flow
Measurement:
A Lot Has
Happened In
Twelve Months!
Are You Up To
Speed?
Emergency
Shutdown Valve
Application
How Accurate is
Your Accuracy
Statement
Beyond PID,
Advanced
Control
Strategies
How reliable is a
“self-verifying”
device and can
I skip regular
calibration...
Knowing
Your Pump is
Going to Fail in
Advance
Techniques for
Connecting to
Remote Process
Monitors,
Including
Virtualization
Ultrasonic Flow
Measurement in
the 21st Century:
Separating Fact
From Fiction
Dispelling the
Fears and Doubts
of Radiometric
Level measure
PCS Phosphate
Automates
Reporting to
Liberate Process...
Why Do Your
Pumps Fail?
(Wed. Only)
The PlantPAx
Process Control
System
Migrating Your
Legacy DCS
System to
PlantPAx
Connected
Factory and
the Internet
of Things
Industrial
Network Design
& Security
Hands-On
Workshops
Air Operated
Pump Disassembly
and Re-build
How to look
like a Control
Tuning Genius
to Operations
Management
Live Demo
Top 10 Ways
to Kill Your
Pump Dead!
Hands-On
Workshops
Pulsafeeder
External Gear
Pump

3. Process Solutions Summit
You Are Invited
Attend the Process Solutions Summit held at the Carotek Charlotte
Corporate office in Matthews, North Carolina. This unique event
will provide an environment where you can exchange innovative
ideas, learn best practices and seek solutions with your process
automation peers. You will learn from subject matter experts as
you introduce yourself to innovative solutions for Pumps, Valves,
Steam, Process Control and Instrumentation.
• World-class capabilities of each
participating company
• Hands-on experience in numerous labs
• Technical knowledge gained in forums
• Professional Development hours awarded
• Live demonstrations each day
• Various product and solution
exhibits on display
New for 2015 – Carotek will host several Hands-On Workshops:
1) Pump disassembly and reassembly. Teams of 4-8 class participants will work together
to tear down and rebuild multiple pump technologies – internal gear, AODD, external gear/
diaphragm metering and centrifugal.
2) Instrumentation set-up and verification workshop. Experience the “PTU”. A mini working
process plant with over 90+ field instruments. Participate in hand-on labs to set-up
and verify different process technologies for level, flow and pressure and temperature
instruments.
3) Live Demos. “How to Kill Your Pump”. View a live demonstration of steam trap operation
and the critical role they play in efficiency of your steam system operation. You can also
experience our Calibration rig showing the advantages of calibration management using
automated calibration tools and software like FieldExpert and Fluke process calibrators.
Evening Reception
Join us as we celebrate Carotek’s 50th Anniversary of providing our customers with
products and solutions. It will be an evening full of good times, good food, good music and
great friends. We will give away exciting door prizes from IPADS and Flat Screen TV’s to
Richard Petty Driving Experiences and Nascar Fun. You must be in attendance for a chance
to win. The event begins at 4:30 Wednesday, September 23rd
.
What you’ll get out of the experience:
Register Now at www.carotek.com 1

4. Wednesday 8:30-9:30 am
Selective Catalytic Reduction (SCR)-Emissions Control Overview
LP Amina | Room 2
With the decrease in prices of natural gas and the increase in US emissions requirements, combined cycle power plants
are becoming the only type of thermal generation that can be built to replace aging coal and nuclear facilities. The SCR
ammonia flow control unit is the heart of the system, metering out precise amounts of aqueous ammonia that are then
vaporized and mixed with the flue gas upstream of a layer of catalyst. Accurate control and measurement of the flow
is critical for ensuring that performance guarantees are met. LP Amina will walk through a typical process design and
highlight some of the key process parameters at different points in the process.
Wednesday Thursday 8:30-10:00 am
 Live Demo - Calibration Management
Endress+Hauser | Room 1
Calibration rig demo, discussion on calibration management using automated calibration tools and software like Field
Expert and Fluke process calibrators
Wednesday 8:30-10:00 am
 Hands-On Workshops - Viking Internal Gear Pump
Viking Pump | Room 8
Hands-On Gear Pump disassembly and rebuild. You and your colleagues will have your own work station, factory built pump
and the tools you will need for a complete Gear pump disassembly and re-build. You will see and touch the components
that make up an Internal Gear Pump, perform a disassembly and rebuild in 90 minutes. You will have a trainer and service
technicians available to help you through this hands-on educational process. You will learn about wear points in a gear pump
and what to look for in wear patterns to find the root cause of a gear pump failure. You will learn about factory tolerances and
how to measure tolerance in your pump to determine necessary parts replacement. This class is suitable for all attendees
to the PSS. From entry level to corporate executive this is your chance to learn about how an Internal Gear Pump works. Take
this opportunity to learn more about a total process system and how you can increase your uptime performance in the
workplace. At the end of the class you will receive a certification of completion of this Pump Analysis Class.
Thursday 8:30-10:00 am
 Hands-On Pump Workshop - Pulsafeeder Metering Pump
Pulsafeeder pump | Room 8
Hands-on External Gear Pump and Diaphragm Metering Pump disassembly and rebuild. This is a small class where you and
your colleagues will work together to tear down and rebuild a Pulsafeeder External Gear Pump and a Diaphragm Metering
Pump. Learn how fast and simple it is to rebuild this unique External gear pump designed for corrosive chemical, acid and
caustic service. Some of these pumps will fit in the palm of your hand. Your team will have your own work bench, the pump
and the tools to complete the disassembly and rebuild to factory specifications. In the end we will bet that you can rebuild
this pump with your eyes closed! This a chance for everyone to learn how these pumps work. EI, Maintenance, Engineering
and Team Leaders can all learn from this class. You will receive a certificate of completion for this class at the end of this 90
minute session.
2

5. Wednesday Thursday 8:30-9:30 am
Tank Gauging Technologies and Management Storage Tank Farm
Endress+Hauser | Room 3
Explore Servo technology to provide custody level measurements. This session reveals the importance of temperature
measurement in custody and inventory grade level measurements for volume calculation and radar technology for custody
and inventory API accuracy level measurements.
Eliminate up to 70% of your unscheduled down time, and be able to prove it!
Rockwell | Room 4
Less unscheduled downtime means more efficiency, more productivity, more profit. Dirty Power is often the unseen culprit,
accounting for an estimated 20%-70% of all unexplained stoppages. This session covers ways to diagnose and reduce—and
even prevent—Dirty Power events.
Emergency Shutdown Valve Application
Flowserve | Room 5
This session will examine ESD valve applications and pneumatic actuation solutions. The reliable operation of an ESD valve
is a function of the valve automation system. We will discuss topics regarding the design of the actuation systems in
which the actuators, controls and accessories are many times specifically engineered according to the application, often
accounting for quick speed of operation or implementation of partial stroke testing systems. During the session we will
briefly review the various partial stroke testing conventions, from inexpensive mechanical devices to more advanced PST
solutions enabling valve and actuator diagnostics via HART or FOUNDATION Fieldbus digital communications. Understanding
the requirements and capabilities of these valve automation systems will increase the reliability and service life of safety-
critical process control valves.
Ultrasonic Flow Measurement in the 21st Century: Separating Fact From Fiction
Endress+Hauser | Room 6
Ultrasonic flow measurement offers so many benefits, but what are the facts? Where can this technology be deployed
successfully and what are realistic expectations of performance? The technology has advanced significantly over the past
decade. It’s time for a fresh look at Ultrasonic.
The PlantPAx Process Control System
Rockwell | Room 7
This session will discuss and demo how to use the plant-wide control capabilities of Integrated Architecture to implement
traditional DCS applications. This introductory course will discuss the advantages of the PlantPAx system and how the
system concepts and tools can help improve any system application.
3

6. Wednesday Thursday 9:45-10:45 am
Efficient Hot Water Generation
Carotek Armstrong | Room 2
Learn the various methods currently being used to provide a reliable and highly efficient hot water source. Examples of real
world applications will be used to demonstrate the savings that are available.
Troubleshooting and Proper Maintenance of Process pH Sensors
Endress+Hauser | Room 3
Increasing the life on a process pH sensor is sometimes tricky and time consuming. Learn some best practices for
maintaining sensors and key troubleshooting tips for longer life and less headaches. Some real world examples will be
presented with solutions.
Improving Start-up and Commissioning Schedules
Maverick Technologies | Room 4
Effective SC involves a series of pre-checks conducted in parallel to the construction phase of a project. Pre-checks
minimize rework and by conducting the pre-checks in parallel to construction, compression of the startup due to slips
in the construction schedule are minimized. These techniques require early SC planning and tight coordination with the
construction team. This presentation will provide proven methods to meet or improve the theoretical SC date, which allows
facilities to return to revenue generation.
How Accurate is Your Accuracy Statement
Ashcroft | Room 5
There is no universally accepted standard for the accuracy and accuracy statement of a transducer. How Accurate is Your
Accuracy Statement provides an overview of accuracy and the different components of an accuracy statement and how
they relate to a transducer’s ability to measure pressure. It explains the difference between a transducer’s accuracy and
its accuracy statement, the typical components of an accuracy statement and how these components are combined into
a single measurement of error. As well explaining the different methods used to combine the individual errors and their
pros and cons. The goal is to inform engineers and end users on how to decipher accuracy statements so they can better
understand the accuracy statements of the transducers being specified in their applications.
Dispelling the Fears and Doubts of Radiometric Level measure
Endress+Hauser | Room 6
Join us for a session of myth busters on radiometric measurement (Gamma). We will discuss the safety, regulations and the
cost of these systems. We will dispel the fears you have with this innovative method of measurement.
Migrating Your Legacy DCS System to PlantPAx
Rockwell | Room 7
Are today’s optimization and innovation demands hampered by your old process control system? Is support for your
legacy DCS diminishing? This session will explore the advantages of migrating to the PlantPAx system. You’ll learn about the
multitude of tools – scanners, cables, code conversion, wiring harnesses, etc. – available from Rockwell Automation that can
help you migrate your system at a pace that’s comfortable for you.
4

7. Wednesday Thursday 9:45-10:45 am 1:30-2:30 pm
 Hands-On Workshops - Process Instrumentation Set-up and Verification
Carotek | Room 8
Experience the “PTU”. A Mini working process plant with over 90+ field instruments. Participate in hands-on labs to set-up
and verify different process technologies for level, flow, pressure and temperature instruments.
Wednesday Thursday 10:30 am-12:00 pm
 Live Demo - Top 10 Ways to Kill Your Pump Dead!
Viking Pump | Room 8
See a working pump module and watch as we subject it to all the things you can do wrong in a pump system. We will
demonstrate first hand some of the common problems in a pump system that can kill your pump. Here are the situations
and topics we will cover in this live demo. 1-Skip the strainer - We will show pumps that have been destroyed by foreign
objects that entered the suction of the pump. 2- Starve the Pump- We will demonstrate common suction problems and how
it affects pump performance. 3- Over-speed the pump - demonstrate the fluid dynamics when you run the pump too fast.
4- Over-pressure the pump - see how common discharge restrictions over pressurize and reduce the life of the pump. 5-Run
to Failure-see how you can monitor your pump to indicate upset conditions and shut the pump down before catastrophic
failures. 6-Deadhead the Pump - illustrate common discharge problems that can deadhead a pump. We will show wear
patterns that indicate deadhead and over-pressure. 7- Install the Pump poorly-severe misalignment, excessive flange
loading, and pipe stress can severely damage your pump. 8-Change the service without consulting your pump expert -
examples include pumping thicker, more corrosive, less lubricating or abrasive fluids without consideration for the current
pump construction. 9-Run relief valve in full bypass - relief valves are there to protect your pump and are not to be used as
full bypass valves. 10- Skip preventive maintenance - regreasing bearings, changing gear box oil, and replacing worn parts
will all extend the life and performance of your pump. Overall you will learn how pump failures are more often a symptom of
a pump system problem and not a fault of the pump.
5

8. Wednesday Thursday 11:00 am-12:00 pm
Energy Monitoring Solutions - Compressed Air
Endress+Hauser | Room 2
Compressed air is part of W.A.G.E.S initiatives in different industries. Learn about reasons for analyzing compressed
air systems in a plant and the different system designs. It will also present the Key Performance Indicators to monitor,
like: Compressor Performance, Leakage share, System balancing, Filter supervising and pressure drop, Specific Energy
Consumption. All these indicators lead to a Return on Investment discussion.
Throttling Control with Rack Pinion and Scotch Yoke Actuators
Qtrco |Room 3
Compare old versus new designs of Rack Pinion and Scotch Yoke actuators and discusses the merit of both older and
new approaches to design and construction. In addition discussion includes suggestions as to when either may be used in
preference to the commonly employed diaphragm type actuator (corrosion, vibration, space, weight, piping stress).
Simple, Low Cost Wireless Solutions
Banner Wireless | Room 4
Experience the latest solutions in this trending technology. This course will discuss low cost wireless applications so you
can gain further monitoring of your facility. You will learn new areas where you can apply wireless technology such as
motor temperature/vibration monitoring, safety shower/eyewash station monitoring, monitoring temperature and humidity
inside control panels, monitoring valve position, parts call/maintenance call push button solutions, and wireless indicator
lights/alarms to name a few! This technology can be easily installed and increase production monitoring.
Beyond PID, Advanced Control Strategies
Rockwell | Room 5
An overview of the use of APC Function blocks, Fuzzy Logic, PlantPAx MPC, and Pavilion 8 Model Predictive Control.
PCS Phosphate Automates Reporting to Liberate Process Engineers and Improve Accuracy
PCS Phosphate | Room 6
Production engineers in the phosphate division of PotashCorp were inundated with decades’ worth of data sheets manually
generated from paper logs and foreign system printouts. The company turned to FactoryTalk VantagePoint to aggregate
various quality and production systems with a role specific online log sheet application. Eliminating paper and manual data
entry in Excel reports, the system has reduced time spent production calculations by 95 percent, replacing it with data entry
verification. With the base system built to collect historical data and improve production, inventory and quality numbers,
production engineers have been liberated to ask better questions about improvement of the now known results.
Connected Factory and the Internet of Things
Cisco | Room 7
The convergence of new technologies that securely connect plant information with enterprise systems can bring greater
productivity, better utilization of assets, and improved decision-making to industrial companies. By bridging the gap
between factory-level systems and enterprise systems, Rockwell Automation and Cisco can show how the connected
enterprise offers ease of use, lower total cost of ownership, and improved operations.
6

9. Wednesday 1:30-2:30 pm
Why Do Your Pumps Fail?
CRU Pumps | Room 6
Proper Pump Alignment: Preventative maintenance and maintenance intervals that will supplant life to the rotating
equipment. Typical start-up checklist requirements for every new pump application. How to minimize alignment/vibration
issues. Troubleshooting and solutions for vibration issues.
Wednesday Thursday 1:30-2:30 pm
Tubing Bundles and Heated Sample Lines – A to Z
Thermon | Room 2
Explore the advantages of Pre-fab vs Field fab tubing bundles and heated sample lines. Discuss the design aspects, cost
savings and preventative maintenance along with the advantages it adds to your process. We will cover the design
information to help you better control your process temperatures and the industries best served with this leading technology.
Rethinking Flowmeter Design-Direct Connection to Your Control Systems
Endress+Hauser Rockwell | Room 3
Reduce device size and cut integration costs utilizing new flow meter designs with total ingress protection, certified hygiene
and direct-connect EtherNetIP connectivity.
Process Safety and Critical Controls- What Solution Best Meets Your Needs
Rockwell | Room 4
Choosing the correct Process Safety solution to meet availability and safety requirements is a critical decision. In this
session, we’ll explore our process safety offerings from SIL 2 and SIL 3 to fail-safe, fault tolerant and triple modular
redundancy. Learn which option is best for your requirements and how each helps improve efficiencies and reliability.
How reliable is a “self-verifying” device and can I skip regular calibration
and maintain regulatory compliance?
Endress+Hauser | Room 5
Learn how process automation has evolved and how instruments now offer integrated solutions such as Heartbeat
Technology which facilitate the implementation of QbD (Quality by Design) and provide full regulatory compliance. Offering
the possibility to reduce or even eliminate wet calibrations without putting product quality at risk.
Industrial Network Design Security
Rockwell | Room 7
Industrial Network Security is on everyone’s mind. The discussion will cover best practices for designing and implementing
industrial networks and balancing robust security with access to valuable information.
7

10. Wednesday Thursday 1:30-3:30 pm
 Live Demo - Steam Trap Operation and Selection
Armstrong Carotek | Room 1
Steam Traps play a critical role in efficient steam system operation. Selecting the wrong trap can impact system operation
and lead to potential safety issues. Learn about how various types work and which is the most suitable for different
applications. A live demonstration of steam trap operation will be provided.
Wednesday 1:30-3:00 pm
 Hands-On Workshops - Air Operated Pump Disassembly and Re-build
Sandpiper Warren Rupp | Room 8
Hands-on Pump disassembly and rebuild. This is a small class where you and your colleagues will work together to tear
down and rebuild an Air Operated Double Diaphragm pump. Your team will have your own work bench, the pump and
the tools to complete the task. This class is suited for everyone from Maintenance to Engineering to Purchasing and
Management. You’ll learn about the components of this pump and how it works. You’ll learn how to identify wear points,
root cause failure and what you can do to prolong the life of your pump. Once you’re finished we’ll put air to the pump and
operate it to see how well you performed the Pump rebuild. At the end of the class you will receive certification of your
Pump Maintenance training session to take with you. For an hour and a half of your time you can’t afford to miss this Hands-
On educational session.
Thursday 1:30-3:00 pm
 Hands-On Workshops - ANSI CR-H Pump
Peerless Pump | Room 8
Hands-On Grundfos ANSI dimension pump disassembly and rebuild. This is a new concept in ANSI dimension pumps.
Grundfos has engineered the time tested reliability of their CR vertical multistage pump into a Horizontal design that meets
ANSI dimensions. Performance beyond a standard single stage ANSI pump can now be utilized in this CRH (horizontal) pump
designed with ANSI dimensions. This changes the disassembly and rebuild from your typical back pullout design to a simple
and fast rebuild when the time arises. Learn how Stacked impeller assemblies fit into this ANSI dimension pump and the
ease of replacement and repair. You and your colleagues will disassemble and rebuild this pump in 90 minutes and you will
receive a certificate of completion at the end of your class.
8

11. Wednesday Thursday 2:45-3:45 pm
Electronic Differential Pressure for Level Measurement
Endress+Hauser | Room 2
Learn the newest innovative system for Level Measurement using electronic Differential Pressure technology and practical
applications when and where to apply or not apply this technology.
Improving Process Analytical Sampling System Effectiveness
Swagelok | Room 3
Process sampling systems have a tough job. They must deliver media from demanding and sometimes extreme
process environments to an instrument. The sample must reach the instrument in a short enough time to be useful,
be representative of the process and compatible with the instrument itself. Ensuring that a timely, representative and
compatible sample gets delivered is no small task. This session will focus on some common fixes to consider when
examining a problem sample system and how these changes can have a large impact on results. Topics will include time
delay, vaporizing, sample flow rate and sample pressures.
Flow Measurement: A Lot Has Happened In Twelve Months! Are You Up To Speed?
Endress+Hauser | Room 4
Major advances have been made in modern flow measurement technology in the past year. Sophisticated self-diagnosis,
traceable on-demand verification, condition monitoring and dramatically improved functional safety have driven increased
process uptime, reduced risk operational costs and increased KPI data. All this now possible even from 2-wire,
loop-powered flow meters.
Knowing Your Pump is Going to Fail in Advance
Rockwell | Room 5
Learn how to make machine condition common knowledge through intuitive presentation by integrating condition
assessment within the automation system. Reduce unplanned downtime by being more proactive and less reactive.
Perform the right maintenance on the right equipment at the right time.
Techniques for Connecting to Remote Process Monitors, Including Virtualization.
Pepperl Fuchs | Room 6
Together we will review connections methods from a PC or Server to remote displays located in Process areas as well as
features of a new thin client configurator and management tool.
How to look like a Control Tuning Genius to Operations Management
Control Station | Room 7
Identify controller tuning mechanical and process architecture issues using your plant’s existing process data. Learn
how KPIs and advanced forensics reveal these issues and isolate their root-causes. Industrial case studies highlight
enhancements to production throughput and efficiency.
9

12. PO Box 1395
700 Sam Newell Road
Matthews, NC 28106
704-844-1100
For additional
information,
please visit:
carotek.com
North Carolina • South Carolina • Virginia • Georgia • Tennessee
NC
SC
GA
TN
VA
PDH Credits
1 PDH Credit per attended session. Certificates
will be sent via email after the event.
SPECIAL ATTRACTIONS:
Process Training Unit
Test your knowledge and skill in our PTU
Challenge. At the end of the activities your
name will be entered to win one of the top
prizes designated just for PTU Challenge
Participants.
Facility Tours
Take a tour through the Carotek Mechanical
and Electrical Integration Shops. Learn
about Carotek’s capabilities of designing and
manufacturing modular process equipment
skids and electrical control panels all under
one roof. The tour concludes with a look at the
Carotek Valve automation shop, where you can
watch valve automation in real time.
Hotels -Special negotiated rates for
Carotek Guest
1) Comfort Inn
704-845-5911
$69/night includes Hot Buffet Breakfast
http://goo.gl/aI5HWu
2) Courtyard Marriott
704-846-4466
$99/night Included Buffet Breakfast
http://cwp.marriott.com/cltcm/carotek
3) Holiday Inn Express
704-443-3100
$109/night- Complimentary Breakfast
4) Hampton Inn
704-841-1155
$89/night Complimentary Breakfast
Shuttle service available from hotels
to/from the event.
Venue Map
Register Online/Maps Directions at www.carotek.com
Room 2
Room 4
Lawn Area
Stairs to Room 5
Cell Phone
Zone
Entrance
Room 3
Room 6
Room 7
Room 8
SHOP AREAAREEASHHOP
Registration
To Activity Tent
Front Parking Lot
To Room 1 - (located in separate building)