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Reading Process Flow and Piping & Instrument Diagrams (P&IDs)

Oil and Gas Technology October 25, 2025
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Introduction

This foundational course is essential for personnel across all technical disciplines who interact with process facilities, providing the critical skill of interpreting industrial drawings. It offers a structured approach to understanding the symbolic language, conventions, and standards used in Process Flow Diagrams (PFDs) and the highly detailed Piping and Instrument Diagrams (P&IDs). Participants will learn to trace process streams, identify all equipment, instrumentation, and control loops, and understand operational intent. Mastery of P&IDs is crucial for effective communication, safe operations, successful maintenance planning, and rapid troubleshooting in any chemical, oil, gas, or manufacturing environment.

Objectives

Upon completion of this course, participants will be able to:

  • Differentiate between and explain the purpose, scope, and level of detail in PFDs versus P&IDs.
  • Accurately identify and interpret all standard graphic symbols for process equipment (e.g., pumps, vessels, heat exchangers).
  • Decode the tagging system and symbols for all primary field and control room instrumentation.
  • Trace and analyze complex fluid and utility streams, including line numbering and specification conventions.
  • Locate and understand safety-critical devices such as PSVs, interlocks, and shutdown valves on diagrams.
  • Identify control valve types, fail actions, and the logic of simple and complex control loops.
  • Apply ISA standards (S5.1) and other industry conventions to interpret any P&ID.
  • Utilize P&IDs effectively for operational troubleshooting, maintenance planning, and hazard reviews.
  • Identify basic mechanical and piping components like flanges, vents, drains, and special fittings.

Target Audience

  • Field Operators and Supervisors
  • Maintenance and Reliability Technicians
  • Instrumentation and Control Engineers
  • Process Engineers and Design Reviewers
  • Safety and Loss Prevention Professionals (HAZOP teams)
  • New Engineers and Project Team Members
  • HSE and Technical Documentation Staff

Methodology

  • Group activities on interpreting full-scale industrial P&IDs from various facilities.
  • Individual exercises in tracing process streams, control loops, and equipment trains.
  • Scenario-based troubleshooting where diagrams are used to diagnose a problem.
  • Interactive quizzes focused on ISA tagging and equipment symbology.
  • Discussions on best practices for marking up and managing P&ID red-lining.

Personal Impact

  • A rapid and accurate ability to read and interpret any industrial P&ID.
  • Enhanced communication and collaboration across engineering, operations, and maintenance.
  • Improved troubleshooting skills for process upsets and equipment failures.
  • Greater safety awareness by correctly identifying safety-critical devices and logic.
  • Increased confidence in participating in design reviews and HAZOP studies.
  • A foundational skill set essential for career advancement in technical roles.

Organizational Impact

  • Reduced operational errors and faster problem resolution during plant upsets.
  • Improved efficiency in maintenance planning and task execution.
  • Enhanced safety culture by ensuring procedures match the design intent.
  • More accurate and quicker project design reviews and modifications.
  • Compliance with Process Safety Management (PSM) requirements for accurate documentation.
  • Streamlined onboarding and training of new technical personnel.

Course Outline

Unit 1: Fundamentals of Process Drawings

Section 1: PFDs vs. P&IDs
  • The purpose, scope, and level of detail in PFDs
  • The definition and critical importance of P&IDs for plant operations
  • Standard industry conventions, drawing legends, and revision control
  • Understanding basic process flow and mass balance representation

Unit 2: Equipment Symbology

Section 1: Static and Rotating Equipment
  • Interpreting symbols for pumps, compressors, and blowers
  • Vessels, tanks, storage spheres, and reactors symbols
  • Heat exchangers (shell-and-tube, plate), coolers, and furnaces
  • Identifying filters, strainers, columns, and other separation devices

Unit 3: Piping and Mechanical Conventions

Section 1: Line Identification and Specification
  • Decoding pipe line numbering and tagging conventions (size, fluid, specification)
  • Identifying various pipe types (e.g., process, utility, drain, vent)
  • Symbols for valves: block, globe, check, control, and specialty valves
  • Understanding flanges, vents, drains, expansion joints, and pipe supports

Unit 4: Instrumentation Symbology and Tagging

Section 1: ISA Tagging System and Location
  • Decoding the ISA S5.1 instrument identification codes (first and succeeding letters)
  • Symbols for field-mounted, control-room-mounted, and local panel instruments
  • Identifying primary elements, transmitters, transducers, and indicators
  • Differentiation of signal lines (pneumatic, electrical, capillary, DCS link)

Unit 5: Control Loop Analysis

Section 1: Tracing and Interpreting Control Logic
  • Tracing and understanding simple feedback and feedforward control loops
  • Identifying final control elements (control valves) and their fail-safe actions
  • Analyzing the logic of complex loops (cascade, ratio, split-range control)
  • Symbols for alarms, interlocks, and safety instrumented systems (SIS)

Unit 6: Safety and Utility Systems

Section 1: Safety Devices and Utility Connections
  • Identifying and understanding Pressure Safety Valves (PSVs) and Relief Valves (PRVs)
  • Symbols for rupture discs, thermal relief valves, and emergency isolation valves
  • Tracing utility lines (e.g., air, nitrogen, steam) and tie-in points
  • Interpreting drains, flares, and environmental control system symbols

Ready to Learn More?

Have questions about this course? Get in touch with our training consultants.

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Upcoming Sessions

08 Dec

Rome

December 08, 2025 - December 12, 2025

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29 Dec

Milan

December 29, 2025 - December 31, 2025

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19 Jan

Lagos

January 19, 2026 - January 23, 2026

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