
Automation Technician in the Oil Sector Course
Master the technical skills that oil and gas facilities demand from automation technicians. This course covers instrumentation, PLCs, control valves, SCADA, and functional safety from the ground up. You will graduate ready to install, calibrate, program, and troubleshoot automation systems in real oil field environments.
What you will learn:
You will build a complete skill set covering electrical fundamentals, process instrumentation, PLC programming, and PID control theory. The course walks you through control valve selection and maintenance, SCADA and DCS configuration, and safety instrumented system design. You will also study industrial communication networks, cybersecurity for OT environments, and rotating equipment monitoring. Practical topics like technical documentation, P&ID interpretation, and loop drawings are included throughout. By the end, you will have the knowledge to work confidently as an automation technician in upstream, midstream, or downstream oil operations.
How you study in practice Automation Technician in the Oil Sector Course
How you practice Automation Technician in the Oil Sector Course
For companies looking to train their teams
With Dedika for businesses, the course includes exercises and examples tailored to your own business and the way your company needs.
Course Content
8 Chapters • 39 LessonsDuration between 4 and 360 hours (you decide)
Chapter 1HideHide detailsSee detailsFoundations of Oil Sector Operations
Foundations of Oil Sector Operations
Lesson 1 • Oil Field Equipment and Terminology
Introduces standard equipment found on oil fields and refineries. Builds vocabulary essential for reading technical documents and schematics.
Lesson 2 • Overview of the Oil Industry
Maps the global oil value chain from exploration to refining. Provides context for where automation technicians operate and add value.
Lesson 3 • Health, Safety, and Environment Basics
Covers hazard identification, personal protective equipment, and emergency response fundamentals. Establishes the safety mindset required before any field work.
Lesson 4 • Regulatory and Standards Framework
Surveys functional safety standards, process safety regulations, and industry codes applicable to automation. Enables compliance-aware decision-making throughout the course.
Chapter 2HideHide detailsSee detailsElectrical Fundamentals for Automation
Electrical Fundamentals for Automation
Lesson 1 • Electrical Safety and Lockout/Tagout
Covers arc flash hazards, electrical isolation procedures, and lockout/tagout protocols. Prepares technicians to de-energize equipment safely before any maintenance task.
Lesson 2 • DC and AC Circuit Principles
Covers voltage, current, resistance, and power in both DC and AC systems. Provides the theoretical base for understanding sensor and actuator wiring.
Lesson 3 • Electrical Measurement and Test Equipment
Teaches use of multimeters, clamp meters, and oscilloscopes in field conditions. Connects measurement skills directly to instrument calibration and fault finding.
Lesson 4 • Grounding, Shielding, and Noise Reduction
Explains grounding strategies and shielding methods that protect signal integrity. Directly supports accurate sensor readings in electrically noisy oil field environments.
Lesson 5 • Wiring Practices and Cable Management
Addresses proper conductor sizing, termination techniques, and cable routing in hazardous areas. Ensures installations meet functional safety and reliability requirements.
Chapter 3HideHide detailsSee detailsInstrumentation and Process Measurement
Instrumentation and Process Measurement
Lesson 1 • Flow Measurement Technologies
Surveys differential pressure, magnetic, ultrasonic, and Coriolis flow meters. Guides selection based on fluid properties and process conditions.
Lesson 2 • Pressure Measurement Instruments
Covers gauge, absolute, and differential pressure transmitters and their operating principles. Connects pressure measurement to process control loop performance.
Lesson 3 • Level Measurement Instruments
Covers float, displacer, radar, and guided-wave radar level technologies. Relates level measurement accuracy to separator and tank inventory control.
Lesson 4 • Temperature Measurement Instruments
Examines thermocouples, RTDs, and infrared sensors used in oil and gas processes. Addresses signal conditioning and cold-junction compensation for accurate readings.
Lesson 5 • Instrument Calibration and Documentation
Establishes calibration procedures, tolerance verification, and as-found/as-left record keeping. Ensures traceability and compliance with functional safety requirements.
Chapter 4HideHide detailsSee detailsControl Valves and Final Control Elements
Control Valves and Final Control Elements
Lesson 1 • Valve Maintenance and Troubleshooting
Addresses packing replacement, seat lapping, and actuator bench-set procedures. Connects maintenance practices to extended valve service life and loop reliability.
Lesson 2 • On-Off Valves and Solenoid Systems
Covers block valves, check valves, and solenoid-operated valve systems used in safety and isolation duties. Links these devices to emergency shutdown logic.
Lesson 3 • Control Valve Sizing and Cv Calculation
Applies flow coefficient calculations to size valves for liquid and gas service. Prevents oversizing and undersizing errors that degrade control performance.
Lesson 4 • Valve Actuators and Positioners
Covers pneumatic, electric, and hydraulic actuators and their associated positioners. Explains how positioners improve valve response and reduce hysteresis.
Lesson 5 • Control Valve Types and Selection
Compares globe, ball, butterfly, and rotary valve designs for oil process applications. Links valve characteristics to control loop stability and rangeability.
Chapter 5HideHide detailsSee detailsProgrammable Logic Controllers in Oil Processes
Programmable Logic Controllers in Oil Processes
Lesson 1 • Ladder Logic Programming Fundamentals
Introduces contacts, coils, timers, counters, and comparison instructions in ladder logic. Enables students to write basic control programs for pumps and valves.
Lesson 2 • Analog Signal Handling in PLCs
Covers scaling, engineering unit conversion, and analog alarm configuration in PLC programs. Connects raw sensor counts to meaningful process variable displays.
Lesson 3 • PLC Architecture and Hardware
Explains CPU, I/O modules, power supplies, and communication backplanes in industrial PLCs. Provides the hardware knowledge needed before any programming activity.
Lesson 4 • PLC Program Structures and Best Practices
Addresses modular programming, subroutines, and documentation standards for maintainable code. Prepares students to write programs that other technicians can read and modify.
Lesson 5 • PLC Fault Diagnosis and Recovery
Teaches systematic fault isolation using diagnostic LEDs, error logs, and online monitoring tools. Reduces mean time to repair during production-critical PLC failures.
Chapter 6HideHide detailsSee detailsProcess Control Theory and PID Tuning
Process Control Theory and PID Tuning
Lesson 1 • PID Tuning Methods
Applies Ziegler-Nichols, lambda, and IMC tuning rules to real process loops. Enables students to achieve stable, responsive control without excessive oscillation.
Lesson 2 • PID Controller Modes and Functions
Covers proportional, integral, and derivative actions and their individual effects on loop behavior. Builds intuition for how each mode corrects different error patterns.
Lesson 3 • Loop Performance Monitoring
Covers control loop performance metrics, oscillation detection, and valve stiction diagnosis. Enables continuous improvement of loop performance after initial commissioning.
Lesson 4 • Advanced Control Strategies
Introduces cascade, ratio, feedforward, and override control configurations. Addresses complex oil process interactions that single-loop PID cannot handle effectively.
Lesson 5 • Process Dynamics and Response
Explains gain, dead time, and time constants using step-response analysis. Provides the dynamic understanding required to select appropriate control strategies.
Chapter 7HideHide detailsSee detailsSCADA and Distributed Control Systems
SCADA and Distributed Control Systems
Lesson 1 • Alarm Management and Rationalization
Addresses alarm philosophy, rationalization, and nuisance alarm reduction using industry guidelines. Improves operator situational awareness during abnormal process conditions.
Lesson 2 • DCS Architecture and Components
Explains controllers, I/O subsystems, operator stations, and engineering workstations in a DCS. Provides the system-level view needed before configuration tasks begin.
Lesson 3 • SCADA System Design and Communication
Covers SCADA server architecture, remote terminal units, and communication protocols for oil field data acquisition. Links field devices to centralized monitoring and control.
Lesson 4 • Historian and Data Management
Covers process historian configuration, tag compression, and data retrieval for performance analysis. Connects stored process data to troubleshooting and optimization activities.
Lesson 5 • HMI Display Design and Usability
Applies human factors principles to create effective process graphics, navigation, and alarm displays. Reduces operator error by following high-performance HMI design guidelines.
Chapter 8HideHide detailsSee detailsSafety Instrumented Systems and Functional Safety
Safety Instrumented Systems and Functional Safety
Lesson 1 • Functional Safety Concepts and SIL
Explains safety integrity levels, risk reduction factors, and the safety lifecycle framework. Establishes the conceptual foundation for all SIS design and verification work.
Lesson 2 • SIS Architecture and Hardware Selection
Covers redundant sensor voting, logic solver selection, and final element architecture for SIL targets. Links hardware choices to probability of failure on demand calculations.
Lesson 3 • Management of Change for Safety Systems
Covers the management-of-change process for modifications to SIS hardware, software, and setpoints. Prevents unintended reduction of safety integrity during plant modifications.
Lesson 4 • Safety Logic Solver Programming
Addresses cause-and-effect matrix implementation, interlock logic, and bypass management in safety PLCs. Ensures safety programs meet functional requirements without spurious trips.
Lesson 5 • Proof Testing and Maintenance Procedures
Establishes proof test procedures, test coverage calculations, and documentation for SIS maintenance. Maintains SIL compliance over the operational life of the safety system.
Your valid completion certificate
This course is for you:
Electrical technician: looking to transition into oil sector automation roles.
Instrumentation apprentice: wanting structured, industry-specific knowledge to advance faster.
Mechanical maintenance worker: ready to expand into process control and automation duties.
Recent engineering graduate: seeking practical field-level skills employers expect from day one.
Military veteran with technical training: translating service experience into civilian oil industry work.
Industrial operator: aiming to move into a technician role with greater responsibility.
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