Join us for this solutions-based webinar on managing instrument calibration and maintenance. In this session, we will demonstrate this process workflow of using DPCs and CMS as a paperless instrument calibration solution. Critical process instruments in process plants often require calibration in place where they are installed in the plants. This requires special purpose portable calibration tools to take to the field to perform the task. These special purpose tools are often referred to as Documenting Process Calibrators or DPCs. DPCs also interface with Calibration Management Software (CMS) to help manage both calibration procedures and calibration results. Included in the session will be a PPT introduction and overview and a live demonstration. Fluke Product Manager of Process Calibration Tools, Jim Shields and Fluke Process Tools Technical Support Engineer, Bob Crepps are co-presenting on this engaging topic: Jim Shields is the Product Manager for the Process Calibration group for the Fluke Corporation. Jim has been active in the ISA and education and has actively supported and developed instrumentation curriculum. Jim has delivered instrumentation instructor training for the last 15 years to the USA Electrical trades for the USA International Brotherhood of Electrical Worked at the National Training Institute annual training event. Jim has worked in the field of calibration and metrology, field and bench for over 45 years. Bob Crepps provides engineering level technical support and product training, worldwide. Bob has over 30 years’ experience providing technical support and training for Barcoding systems, Fiber Channel applications, and for the last 10 years - Process Calibration tools. For more product information, please visit www.transcat.com

1. Jim Shields, Bob Crepps 1 Fluke Corporation 2023
Managing Instrument Calibration
and Maintenance
Presenters: Jim Shields, Product Manager,
Bob Crepps, Product Support Specialist

2. Jim Shields, Bob Crepps 2 Fluke Corporation 2023
Agenda
•Why Calibrate, what is calibration?
•Why is traceability and documentation important
•Paperless Solution; Documenting Process
Calibrators(DPC) and Calibration Management
Software (CMS)
•Managing documented calibration records
•Interpreting documented calibration records
•Live demonstration of documented calibration
– DPCTrack2 software task download to DPC
– Rosemount 644 HART temperature transmitter calibration
– Calibration result upload from DPC to DPCTRack2
– Reviewing uploaded calibration record

3. Jim Shields, Bob Crepps 3 Fluke Corporation 2023
Process Calibration
Elements:
•Calibration equipment, procedures, instrument
documentation, management software, trained
personnel
Benefits:
•Consistent process performance and efficiency,
product quality, reduced downtime, safety,
regulatory compliance,
•Maximized use of skilled maintenance personnel

4. Jim Shields, Bob Crepps 4 Fluke Corporation 2023
Why Calibrate??
•Industry Standards; Petroleum Institute
•International Trade
•Customer Requirements
•Weights and measures
•Custody Transfer
•Internal Quality Programs
•Safety regulations
Why Calibrate?
Regulations, Standards and Trade

5. Jim Shields, Bob Crepps 5 Fluke Corporation 2023
Why Calibrate?
Instruments change
• All instruments and tools change with
–Time
–Temperature
–Humidity
–Environmental Exposure
–Vibration
–Normal Use (Wear and Tear)
–Abuse
• No two instruments change in the same
manner

6. Jim Shields, Bob Crepps 6 Fluke Corporation 2023
Calibration, definitions…
Calibration: Comparison of a measured value to a
traceable measurement standard
* This traceable standard should be 4X more accurate
than the device being tested
* 4:1 Test Uncertainty Ratio or TUR
– Adjust to agree with a standard only if necessary
•Accuracy: The closeness of agreement between an
observed value and an accepted reference (traceable) value
•Adjustment: Manual or digital correction of the output
signal of device with a known input value applied
– Necessary only if a device is not performing as required

7. Jim Shields, Bob Crepps 7 Fluke Corporation 2023
Fluke Petrochemical Corporation By Tag ID
RESULTS FROM FLUKE 702 CALIBRATIONS
2-Feb-96
Fluke Petrochemical Corp.
By:
Title:
Cert. No.: 1
Model: FLUKE 702 Serial:6150203 User ID: JSmith 010
Cal. Status: 14 Loop Power: 24V
As found 25-Jan-96 4:46
Measure: 4.000 to 20.000 mA
Source: 40.0 to 70.0 °C Type: Pt100(3916) 2W RTD ITS-90
Test Tolerance: 0.25% Tag ID:TT451 Serial: 987654321
Test Strategy: 3 ^v Task Name: Temp Transmitter RTD1234
1,996.001.0025Input Value: Units Output value: Units Error % Status MeasUEV
3.906 mA 40.0 °C -0.59 Failed Disabled
11.918 mA 55.0 °C -0.51 Failed Disabled
19.923 mA 70.0 °C -0.48 Failed Disabled
11.918 mA 55.0 °C -0.51 Failed Disabled
3.907 mA 40.0 °C -0.58 Failed Disabled
Model: FLUKE 702 Serial:6150203 User ID: JSmith 010
Cal. Status: 14 Loop Power: 24V
As left 25-Jan-96 4:53
Measure: 4.000 to 20.000 mA
Source: 40.0 to 70.0 °C Type: Pt100(3916) 2W RTD ITS-90
Test Tolerance: 0.25% Tag ID:TT451 Serial: 987654321
Test Strategy: 3 ^v Task Name: Temp Transmitter RTD1234
1,996.001.0025Input Value: Units Output value: Units Error % Status MeasUEV
3.998 mA 40.0 °C -0.01 Passed Disabled
12.011 mA 55.0 °C 0.07 Passed Disabled
20.018 mA 70.0 °C 0.12 Passed Disabled
12.016 mA 55.0 °C 0.10 Passed Disabled
4.003 mA 40.0 °C 0.02 Passed Disabled
Fluke Petrochemical Corporation By Tag ID
RESULTS FROM FLUKE 702 CALIBRATIONS
2-Feb-96
Fluke Petrochemical Corp.
By:
Title:
Cert. No.: 1
Model: FLUKE 702 Serial:6150203 User ID: JSmith 010
Cal. Status: 14 Loop Power: 24V
As found 25-Jan-96 4:46
Measure: 4.000 to 20.000 mA
Source: 40.0 to 70.0 °C Type: Pt100(3916) 2W RTD ITS-90
Test Tolerance: 0.25% Tag ID:TT451 Serial: 987654321
Test Strategy: 3 ^v Task Name: Temp Transmitter RTD1234
1,996.001.0025Input Value: Units Output value: Units Error % Status MeasUEV
3.906 mA 40.0 °C -0.59 Failed Disabled
11.918 mA 55.0 °C -0.51 Failed Disabled
19.923 mA 70.0 °C -0.48 Failed Disabled
11.918 mA 55.0 °C -0.51 Failed Disabled
3.907 mA 40.0 °C -0.58 Failed Disabled
Model: FLUKE 702 Serial:6150203 User ID: JSmith 010
Cal. Status: 14 Loop Power: 24V
As left 25-Jan-96 4:53
Measure: 4.000 to 20.000 mA
Source: 40.0 to 70.0 °C Type: Pt100(3916) 2W RTD ITS-90
Test Tolerance: 0.25% Tag ID:TT451 Serial: 987654321
Test Strategy: 3 ^v Task Name: Temp Transmitter RTD1234
1,996.001.0025Input Value: Units Output value: Units Error % Status MeasUEV
3.998 mA 40.0 °C -0.01 Passed Disabled
12.011 mA 55.0 °C 0.07 Passed Disabled
20.018 mA 70.0 °C 0.12 Passed Disabled
12.016 mA 55.0 °C 0.10 Passed Disabled
4.003 mA 40.0 °C 0.02 Passed Disabled
Fluke Petrochemical Corporation By Tag ID
RESULTS FROM FLUKE 702 CALIBRATIONS
2-Feb-96
Fluke Petrochemical Corp.
By:
Title:
Cert. No.: 1
Model: FLUKE 702 Serial:6150203 User ID: JSmith 010
Cal. Status: 14 Loop Power: 24V
As found 25-Jan-96 4:46
Measure: 4.000 to 20.000 mA
Source: 40.0 to 70.0 °C Type: Pt100(3916) 2W RTD ITS-90
Test Tolerance: 0.25% Tag ID:TT451 Serial: 987654321
Test Strategy: 3 ^v Task Name: Temp Transmitter RTD1234
1,996.001.0025Input Value: Units Output value: Units Error % Status MeasUEV
3.906 mA 40.0 °C -0.59 Failed Disabled
11.918 mA 55.0 °C -0.51 Failed Disabled
19.923 mA 70.0 °C -0.48 Failed Disabled
11.918 mA 55.0 °C -0.51 Failed Disabled
3.907 mA 40.0 °C -0.58 Failed Disabled
Model: FLUKE 702 Serial:6150203 User ID: JSmith 010
Cal. Status: 14 Loop Power: 24V
As left 25-Jan-96 4:53
Measure: 4.000 to 20.000 mA
Source: 40.0 to 70.0 °C Type: Pt100(3916) 2W RTD ITS-90
Test Tolerance: 0.25% Tag ID:TT451 Serial: 987654321
Test Strategy: 3 ^v Task Name: Temp Transmitter RTD1234
1,996.001.0025Input Value: Units Output value: Units Error % Status MeasUEV
3.998 mA 40.0 °C -0.01 Passed Disabled
12.011 mA 55.0 °C 0.07 Passed Disabled
20.018 mA 70.0 °C 0.12 Passed Disabled
12.016 mA 55.0 °C 0.10 Passed Disabled
4.003 mA 40.0 °C 0.02 Passed Disabled
Fluke Petrochemical Corporation By Tag ID
RESULTS FROM FLUKE 702 CALIBRATIONS
2-Feb-96
Fluke Petrochemical Corp.
By:
Title:
Cert. No.: 1
Model: FLUKE 702 Serial:6150203 User ID: JSmith 010
Cal. Status: 14 Loop Power: 24V
As found 25-Jan-96 4:46
Measure: 4.000 to 20.000 mA
Source: 40.0 to 70.0 °C Type: Pt100(3916) 2W RTD ITS-90
Test Tolerance: 0.25% Tag ID:TT451 Serial: 987654321
Test Strategy: 3 ^v Task Name: Temp Transmitter RTD1234
1,996.001.0025Input Value: Units Output value: Units Error % Status MeasUEV
3.906 mA 40.0 °C -0.59 Failed Disabled
11.918 mA 55.0 °C -0.51 Failed Disabled
19.923 mA 70.0 °C -0.48 Failed Disabled
11.918 mA 55.0 °C -0.51 Failed Disabled
3.907 mA 40.0 °C -0.58 Failed Disabled
Model: FLUKE 702 Serial:6150203 User ID: JSmith 010
Cal. Status: 14 Loop Power: 24V
As left 25-Jan-96 4:53
Measure: 4.000 to 20.000 mA
Source: 40.0 to 70.0 °C Type: Pt100(3916) 2W RTD ITS-90
Test Tolerance: 0.25% Tag ID:TT451 Serial: 987654321
Test Strategy: 3 ^v Task Name: Temp Transmitter RTD1234
1,996.001.0025Input Value: Units Output value: Units Error % Status MeasUEV
3.998 mA 40.0 °C -0.01 Passed Disabled
12.011 mA 55.0 °C 0.07 Passed Disabled
20.018 mA 70.0 °C 0.12 Passed Disabled
12.016 mA 55.0 °C 0.10 Passed Disabled
4.003 mA 40.0 °C 0.02 Passed Disabled
Fluke Petrochemical Corporation By Tag ID
RESULTS FROM FLUKE 702 CALIBRATIONS
2-Feb-96
Fluke Petrochemical Corp.
By:
Title:
Cert. No.: 1
Model: FLUKE 702 Serial:6150203 User ID: JSmith 010
Cal. Status: 14 Loop Power: 24V
As found 25-Jan-96 4:46
Measure: 4.000 to 20.000 mA
Source: 40.0 to 70.0 °C Type: Pt100(3916) 2W RTD ITS-90
Test Tolerance: 0.25% Tag ID:TT451 Serial: 987654321
Test Strategy: 3 ^v Task Name: Temp Transmitter RTD1234
1,996.001.0025Input Value: Units Output value: Units Error % Status MeasUEV
3.906 mA 40.0 °C -0.59 Failed Disabled
11.918 mA 55.0 °C -0.51 Failed Disabled
19.923 mA 70.0 °C -0.48 Failed Disabled
11.918 mA 55.0 °C -0.51 Failed Disabled
3.907 mA 40.0 °C -0.58 Failed Disabled
Model: FLUKE 702 Serial:6150203 User ID: JSmith 010
Cal. Status: 14 Loop Power: 24V
As left 25-Jan-96 4:53
Measure: 4.000 to 20.000 mA
Source: 40.0 to 70.0 °C Type: Pt100(3916) 2W RTD ITS-90
Test Tolerance: 0.25% Tag ID:TT451 Serial: 987654321
Test Strategy: 3 ^v Task Name: Temp Transmitter RTD1234
1,996.001.0025Input Value: Units Output value: Units Error % Status MeasUEV
3.998 mA 40.0 °C -0.01 Passed Disabled
12.011 mA 55.0 °C 0.07 Passed Disabled
20.018 mA 70.0 °C 0.12 Passed Disabled
12.016 mA 55.0 °C 0.10 Passed Disabled
4.003 mA 40.0 °C 0.02 Passed Disabled
Fluke Petrochemical Corporation By Tag ID
RESULTS FROM FLUKE 702 CALIBRATIONS
2-Feb-96
Fluke Petrochemical Corp.
By:
Title:
Cert. No.: 1
Model: FLUKE 702 Serial:6150203 User ID: JSmith 010
Cal. Status: 14 Loop Power: 24V
As found 25-Jan-96 4:46
Measure: 4.000 to 20.000 mA
Source: 40.0 to 70.0 °C Type: Pt100(3916) 2W RTD ITS-90
Test Tolerance: 0.25% Tag ID:TT451 Serial: 987654321
Test Strategy: 3 ^v Task Name: Temp Transmitter RTD1234
1,996.001.0025Input Value: Units Output value: Units Error % Status MeasUEV
3.906 mA 40.0 °C -0.59 Failed Disabled
11.918 mA 55.0 °C -0.51 Failed Disabled
19.923 mA 70.0 °C -0.48 Failed Disabled
11.918 mA 55.0 °C -0.51 Failed Disabled
3.907 mA 40.0 °C -0.58 Failed Disabled
Model: FLUKE 702 Serial:6150203 User ID: JSmith 010
Cal. Status: 14 Loop Power: 24V
As left 25-Jan-96 4:53
Measure: 4.000 to 20.000 mA
Source: 40.0 to 70.0 °C Type: Pt100(3916) 2W RTD ITS-90
Test Tolerance: 0.25% Tag ID:TT451 Serial: 987654321
Test Strategy: 3 ^v Task Name: Temp Transmitter RTD1234
1,996.001.0025Input Value: Units Output value: Units Error % Status MeasUEV
3.998 mA 40.0 °C -0.01 Passed Disabled
12.011 mA 55.0 °C 0.07 Passed Disabled
20.018 mA 70.0 °C 0.12 Passed Disabled
12.016 mA 55.0 °C 0.10 Passed Disabled
4.003 mA 40.0 °C 0.02 Passed Disabled
National
Standards
Traceability
•Unbroken chain of
calibration.
•Documented
proof.

8. Jim Shields, Bob Crepps 8 Fluke Corporation 2023
Why document calibration, how?
Calibration Records may be:
– required for regulations
– required for quality standards
– required by your customers
Calibration records can:
– assist in understanding the performance of a process
– be used to determine a devices compatibility with a process
– help assess if a device needs repair
– be used to help adjust maintenance intervals
•Calibration records can:
– be manually recorded on a paper form
– be recorded on a palm device or portable computer
– be recorded using a calibrator with documenting capabilities

9. Jim Shields, Bob Crepps 9 Fluke Corporation 2023
Calibration process, setup
•Identify critical instruments
– Safety instrumented systems
– Environmental critical (water and air outflow)
– Quality critical: directly effect product quality and value
– Revenue critical instruments:
* Custody transfer, trade related weights and measures
•Define the interval to maintain desired accuracy
– Instrument should perform in tolerance when tested
•Specifications and test tolerances need careful
consideration
– Test tolerances should be specified by process engineer
– Manufacturers specification assumed as fall back
– The instrument to be tested and the calibrator need to be
considered
•Define the procedures for the identified tags

10. Jim Shields, Bob Crepps 10 Fluke Corporation 2023
Calibration process; execution
•Identify the tags to be calibrated
•Organize the work into logical routes
•Collect the necessary procedures, documentation
and tools
•Isolate the device from the process
– Lock-out, Tag-out procedure if warranted
•Connect the calibrator, begin to calibrate
– Perform the As-Found test, document the results
– Adjust the transmitter if the measured errors are greater than the
adjustment threshold defined by the procedure.
– Perform the As-Left test, document the results
– Complete the documented record with Tag#, time, date, Serial
numbers of the TAG, the test equipment used and its’ calibration
data

11. Jim Shields, Bob Crepps 11 Fluke Corporation 2023
• Source / measure all
process parameters
• Automatically capture
results, date/time user and
tag information
• Eliminates manual
transcription errors
• Supported by multiple
Calibration Management
Software (CMS) platforms
• Coupled with CMS
complete a paperless
documenting field
calibration system
• HART Capability
Documenting Process Calibrators

12. Jim Shields, Bob Crepps 12 Fluke Corporation 2023
Calibration Maintenance
Management Software
•Software Solutions complete the
documenting solution when coupled with a
documenting calibrator
•Many different solutions from fully integrated
CMMS to stand alone CMS
•Vary in complexity and price, $4K to $100K
CMMS = Computerized Maintenance Management
Software
CMS = Calibration Management Software

13. Jim Shields, Bob Crepps 13 Fluke Corporation 2023
Calibration Management Software
• Create custom procedures
• Upload results and store in database for later use
• Print reports that support ISO 9000
documentation
• Search for particular tags and report their history
• Keep track of all Tags “touched” by a particular
piece of test equipment (reverse traceability)

14. Jim Shields, Bob Crepps 14 Fluke Corporation 2023
Instrument Explorer
Find and view tags

15. Jim Shields, Bob Crepps 15 Fluke Corporation 2023
Tag Instrument Data
Document the critical data describing the tag

16. Jim Shields, Bob Crepps 16 Fluke Corporation 2023
Calibrator Setup Data
Calibrator configuration information for the tag

17. Jim Shields, Bob Crepps 17 Fluke Corporation 2023
Schedule, upload and download
Workload
Calibration Due Date based search criteria defined, tags found
Custom queries can be created for finding tags and tag groupings

18. Jim Shields, Bob Crepps 18 Fluke Corporation 2023
Thermocouple transmitter
calibration: connection

19. Jim Shields, Bob Crepps 19 Fluke Corporation 2023
Task Selection, DPC
• Tags downloaded to
the DPC available for
selection
• Usage count
indicates whether a
task has been
completed using the
downloaded task
• Can define a route
assigned to a
technician
Tag
Number
Task Usage &
completion
Count

20. Jim Shields, Bob Crepps 20 Fluke Corporation 2023
Lead in Prompt for Isolation
Instructions and Safety
• On DPC prompts provide
instructions in the field
– Safety, lockout tag-out
– Connection instructions
– Location
– Procedural instructions

21. Jim Shields, Bob Crepps 21 Fluke Corporation 2023
Downloaded Transmitter test
parameters
Predefined procedures
automatically fill in all test
parameters:
• Source and measure end
points,
• Test tolerance,
• Test strategy (number of
tests)

22. Jim Shields, Bob Crepps 22 Fluke Corporation 2023
TC transmitter As Found Test
• Error% now being calculated
• Test can be run in either
Automatic or Manual mode

23. Jim Shields, Bob Crepps 23 Fluke Corporation 2023
Documented Calibration:
As Found Data
• Testing the instrument to
determine “As-Found”
performance
• Accurate knowledge of the
source value is required
– The sourced value and measured
values of the calibrator need to be
traceable
• Pass-fail assessment (fail)
• Adjustment required!
Graph of Percent Error
-0.3
-0.2
-0.1
0
0.1
0.2
0.3
0.4
0
10
20
30
40
50
60
70
30
90
100
Input % of Span
%
Error
+Tolerance
-Tolerance

24. Jim Shields, Bob Crepps 24 Fluke Corporation 2023
Document transmitter and
technician details
• Instrument specific
information is saved
with the calibration data
• The user enters:
– Tag information
– Serial number
– ID (user name) field

25. Jim Shields, Bob Crepps 25 Fluke Corporation 2023
Transmitter Adjustment, Analog
Adjust the zero until the error is in forward video
• GoTo 100% and adjust the Span as necessary
– Repeat Zero and Span until the desired results (error forward video)
are obtained
• Linearity can be checked by using “Goto 50%” soft key.
• Once all (3) tests, (0%, 50% and 100%) pass, proceed to As-Left test

26. Jim Shields, Bob Crepps 26 Fluke Corporation 2023
Transmitter Adjustment, HART
Output Trim
– ”Fetch” retrieves the current
value being measured
– “Send” transmits to
instrument and performs
adjustment
Sensor Trim
– Apply LRV value
– Trim adjusts the sensor
input block

27. Jim Shields, Bob Crepps 27 Fluke Corporation 2023
Graph of Percent Error
-0.4
-0.3
-0.2
-0.1
0
0.1
0.2
0.3
0.4
0
10
20
30
40
50
60
70
30
90
100
Input % of Span
%
Error
+Tolerance
-Tolerance
Documented Calibration
As Left Data
• The As-Left test repeats
the initial tests
• The As-Left test is
successful if all Error%
results are less than the
test tolerance
• Tag, serial number,
date, time and
technician name are
recorded
• If the test fails,
additional adjustments
may be necessary.

28. Jim Shields, Bob Crepps 28 Fluke Corporation 2023
Review uploaded test results
Review and accept uploaded results into records

29. Jim Shields, Bob Crepps 29 Fluke Corporation 2023
Print reports and analyze data
• Calibration data
stored over time
enables analysis
• The optimum
calibration interval
can be determined
by analyzing as-
found field
calibration data

30. Jim Shields, Bob Crepps 30 Fluke Corporation 2023
Live Documented Instrument
Calibration workstream demo
•Download of Calibration procedure from
CMS to DPC
•Documented calibration of a HART
smart Rosemount 644 temperature
transmitter
•Upload of results from DPC to CMS
– Review results

31. Jim Shields, Bob Crepps 31 Fluke Corporation 2023
Questions?
For more information, videos,
application notes:
www.fluke.com
Call or email:
Jim.Shields@fluke.com
Bob.Crepps@fluke.com
Thank-you!

32. Jim Shields, Bob Crepps 32 Fluke Corporation 2023
Questions?
Please send any questions you have right now using the
question box in your webinar controls.
After the webinar, if you think of any more questions, please
feel free to contact me via email
Katarina Ost: katarina.ost@transcat.com
For related product information, go to:
www.transcat.com/brand/fluke-store