PE Control Systems study materials
PE Control Systems study resources

PE Control Systems study plan

PE Control Systems · Give each week a clear focus.

8 weeks · About 6 hours per week

Week 1

Measurement and Instrumentation

  • Convert between process units (psig/psia, °F/°C, % of span/mA) across 40 practice items at 90% accuracy

  • Compute span, zero elevation/suppression, and total probable error for 10 transmitter data sheets

  • Apply differential-pressure flow equations to 8 worked orifice and venturi problems

  • Classify failure modes and safe failure direction for RTDs, thermocouples, DP cells, and level devices

Your checkpoint

One-page instrument data sheet for each of pressure, temperature, flow, and level, listing range, accuracy, signal type, and failure mode

Week 2

Measurement and Instrumentation & Control Systems Analysis and Design

  • Draw from memory and tag 15 common P&ID symbols per ISA-5.1 conventions

  • Reduce 6 block diagrams to closed-loop transfer functions including disturbance and setpoint inputs

  • Determine steady-state error for step and ramp inputs on 8 type-0, type-1, and type-2 systems

  • Sketch root loci for 5 second-order systems and state the gain at the stability boundary

Your checkpoint

Timed 20-question quiz covering domains 1 and 2 with a recorded score of 80% or higher

Week 3

Control Systems Analysis and Design

  • Derive first- and second-order step responses and compute time constant, rise time, overshoot, and settling time for 10 transfer functions

  • Construct Bode and Nyquist plots for 6 systems and read gain margin, phase margin, and crossover frequencies

  • Apply Routh-Hurwitz and gain/phase margin criteria to classify stability of 10 systems

  • Tune the same loop by open-loop Ziegler-Nichols, closed-loop Ziegler-Nichols, and lambda tuning, then compare the resulting responses

Your checkpoint

Worked solution set of 10 dynamics and stability problems plus a one-page formula sheet with every derivation shown

Week 4

Control Systems Analysis and Design & Final Control Elements

  • Select linear versus equal-percentage trim to match a stated process gain in 5 cases

  • Size control valves by computing Cv for 8 liquid and gas services including choked-flow checks

  • Specify actuator, positioner, and fail-safe action (air-to-open versus air-to-close) for 6 applications

  • Distinguish cavitation from flashing onset and specify two mitigation options for each case

Your checkpoint

Valve sizing worksheet with 8 fully worked Cv calculations, chosen body/trim, and fail action for each

Week 5

Final Control Elements

  • Compare control valve, VFD, and damper final elements against 6 selection criteria including turndown and cost

  • Compute a 5-point 4-20 mA calibration check for a transmitter and an I/P positioner

  • Diagnose 6 valve failure scenarios (stiction, deadband, hysteresis, packing friction, seat leakage, actuator sizing) and prescribe corrective action

  • Describe partial stroke testing and SIL-related requirements for safety final elements

Your checkpoint

Final element selection and troubleshooting guide covering valve, VFD, and damper with three documented case decisions each

Week 6

Control System Applications

  • Design cascade, ratio, feedforward, and split-range schemes for 8 described process scenarios

  • Configure PID structure, anti-windup, and bumpless transfer settings for 5 loops

  • Diagnose and correct 4 common loop problems: cycling, valve stiction, sensor noise, and loop interaction

  • Explain deadtime compensation, override/select, and MPC basics in terms of where each applies

Your checkpoint

Loop design package: 5 process narratives, each with selected strategy, block diagram, and written tuning rationale

Week 7

Control System Applications & Basic Engineering Practice and Safety

  • Map 10 described scenarios to the governing standard or code (ISA, NFPA, IEC, OSHA) and cite the requirement

  • Apply HAZOP, LOPA, lockout/tagout, and management-of-change methods to 4 case descriptions

  • Identify area classification and intrinsic safety requirements for a described installation

  • Perform and document a safety review of one complete control loop

Your checkpoint

Mock HAZOP of a separator level control loop with 8 nodes, deviations, causes, and recommended safeguards

Week 8

Measurement and Instrumentation & Control Systems Analysis and Design & Final Control Elements & Control System Applications & Basic Engineering Practice and Safety

  • Complete one full-length timed mock exam and score 75% or better

  • Re-work every missed item and write the underlying concept for each error

  • Recite and apply 30 key formulas and definitions from memory without notes

  • Build a final one-page reference sheet limited to sanctioned exam material

Your checkpoint

Completed practice exam with an error log and remediation note for every missed question

Milestones

Week 4: Score 80% or higher on a 30-question timed mock covering domains 1-3 with no formula sheet

Week 6: Explain any selected loop strategy aloud in under two minutes and justify its tuning choices without notes

Week 8: Achieve 75% or higher on the full-length timed mock with every error logged and remediated