This tip is actually a compilation of Tip #1 “Never Stop Learning” and Greg’s tip on “Seek Principles,” Tip #66. As a young engineer I spent a great deal of time and effort learning how instrumentation worked. Once I had a thorough understanding of that information, I could evaluate competing instrumentation designs and better select the best choice for a given application.
Concept: Making the effort to study and understand exactly HOW instruments work will generate a lifetime of benefits. This should be a high priority for any young automation engineer.
Details: Young engineers are often amazed by the ability of a seasoned engineer to ask a handful of pointed questions and immediately select the best instrument type and manufacturer for a given application. This skill does not require a photographic memory nor 54 years of instrumentation specification experience. It simply requires that the engineer understand exactly HOW the equipment functions. Once you know that, it is a straightforward effort to systematically eliminate instrument types that cannot work and gradually pare the number of options to a select few. A few more questions will often reveal the superior option. If you know the different designs offered by the various vendors and know the strengths and weaknesses of those designs, you can quickly name the particular make and model best suited for the application being considered.
Learning all of that information is not a minor undertaking, but it is not monumental either. When an opportunity arises, take the time to learn about unfamiliar instrumentation and seek to understand the details behind its function.
Watch-Outs: The pursuit of instrumentation knowledge should begin with unbiased sources (such as ISA or other technical organizations). These organizations tend to provide a more complete picture of instrument design and list the pros and cons of each technology. Vendors often give a more limited view of the technology, highlighting their own product line but downplaying (or even ignoring) competing designs. Vendor information can provide useful information about the particular design details of different instruments, but it is a poor place to start if you are just entering the field.
Insight: Spending some time in the field with the maintenance technicians can be invaluable to a new engineer. If you develop a good relationship and rapport with the techs, you will learn a great deal about the installation, repair, and troubleshooting of various instruments. Knowing how instruments can fail is as important as knowing how they work.
Rule of Thumb: Take a few basic ISA instrument courses, read some books, and ask co-workers about instrumentation and how it works. A detailed understanding of these devices is critical for any automation professional.