P1 — IPA P2 — LOA P3 — OTB P4 — SOP P5 — URS P6 — FRS P7 — ACM
P3 Phase 3 — Visualisation

Operational Trend
Builder™

OTB — Plant Hierarchy & Operating Mode Visualisation

An Excel program that builds structured visual models of your plant hierarchy — from Plant Area down to Control Modules — and produces operating trend visualisations for Startup, Normal Run, and Shutdown modes using historian data.

OTB bridges the gap between your IPA and LOA findings and the detailed design work in P5/P6. It makes the SBC design intent visible and understandable to operations teams — and generates the initial step list that flows directly into FRS development.

Plant Hierarchy — OTB Structure
PA
Plant Area PA Level
UM
Unit Module A UM Level
CM
Control Module 1 CM
CM
Control Module 2 CM
UM
Unit Module B UM Level
CM
Control Module 3 CM
UM
Unit Module C … UM Level

Turn Historian Data into a Visible SBC Design Framework

Before you can write a URS or design an FRS, your engineering team needs a shared understanding of how the plant currently operates — across its hierarchy, and through each of its operating modes. That is exactly what OTB provides.

Using data from your process historian, OTB builds structured Excel visualisations that map Process Areas, Unit Modules, and Control Modules — then overlays operating trend data for each mode (Startup, Run, Shutdown) to reveal the natural step boundaries that will become the SBC design.

  • Maps the full PA → UM → CM hierarchy in a structured Excel model
  • Visualises Startup, Normal Run, and Shutdown operating trends per Unit Module
  • Communicates SBC design intent to operations, management and engineering in an accessible format
  • Generates the initial step list for each UM — the direct input to P5 URS and P6 FRS
  • Used at both PA level (FEL2) and UM level (FEL3) in the CDL work process
Position in the CDL Pipeline
P1 Industrial Plant Assessment (IPA) Done
P2 Level of Automation (LOA) Done
P3 Operational Trend Builder (OTB) Current
P4 SOP Converter Next
P5 URS Builder Next

OTB is used twice in the CDL pipeline — once at Plant Area level during FEL2, and again at Unit Module level during FEL3 requirements development.

Startup, Normal Run & Shutdown

OTB produces a separate trend visualisation for each of the three core operating modes. Each view maps the key process variables against time, revealing the natural transition points that define SBC states and step boundaries.

Startup
Initial state → Normal operation

The Startup trend maps the transition from the initial equipment state through all pre-conditioning steps to stable normal operation. This is typically the most complex mode — with the most steps, interlocks, and transition conditions.

Equipment pre-conditioning and checks
Utility establishment (pressure, temperature, flow)
Process variable ramp-up sequences
Transition conditions to Normal Run state
Normal Run
Steady-state production operation

The Normal Run trend captures the steady-state operating window — the range of acceptable process variable values during continuous production. This defines the state boundary conditions for SBC hold and transfer logic.

Steady-state process variable envelopes
Normal operating ranges for all tags
Hold conditions and deviation responses
Production rate and quality operating points
Shutdown
Normal operation → Safe state

The Shutdown trend maps the controlled transition from normal production to a defined safe state. Both planned shutdowns and emergency shutdown sequences are captured — revealing the step sequence and interlocks required.

Production rate reduction sequence
Isolation and depressurisation steps
Utility disconnection sequence
Safe state confirmation and hold

What the OTB Package Produces

Each OTB engagement produces a set of structured Excel deliverables that serve as the visual foundation for all subsequent P5 URS and P6 FRS design work.

The outputs are designed to be reviewed with operations and management — making the SBC design tangible before detailed engineering begins. This stakeholder alignment step is one of the most valuable aspects of the OTB process.

PA → UM Hierarchy Diagram

A structured visual map of the full Plant Area hierarchy — all Unit Modules and their associated Control Modules, laid out in ISA‑106 physical model format.

UM Operating Trend Views

Startup, Normal Run, and Shutdown trend visualisations for each selected Unit Module — showing all key process tags over time and the natural transition points between modes.

Initial SBC Step List

The primary output — a structured list of steps for each operating mode, derived from the trend analysis. This step list is the direct input to P5 URS Builder and P6 FRS Engine.

SBC Design Overview Presentation

A management and operations-facing overview of the SBC design — using the OTB visualisations to communicate automation intent before commitment to detailed design.

Example Initial Step List — Reactor UM
Steps derived from OTB trend analysis — feeds directly into P5 URS and P6 FRS
Startup
S01Purge and inert atmosphere establishStartup
S02Cooling water system initialiseStartup
S03Reactor temperature ramp to setpointStartup
S04Feed introduction and pressure buildStartup
Normal Run
R01Production rate at setpoint — hold stateRun
R02Monitor temperature, pressure, flowRun
Shutdown
D01Feed isolation and rate ramp-downShutdown
D02Depressurise and purge sequenceShutdown
D03Confirm safe state — holdShutdown

How OTB Step Lists Flow into URS and FRS

The OTB step list is not a standalone deliverable — it is the structured input that makes P5 URS development and P6 FRS design significantly faster and more accurate.

P3 — OTB

Operating Trend Builder

Historian data analysed. PA/UM hierarchy built. Startup, Run, Shutdown trends visualised. Initial step list generated for each UM.

P5 — URS

URS Builder

OTB step list imported as the A5‑Startup-Run-Shutdown section. Steps reviewed and confirmed by engineering and operations team.

P6 — FRS

FRS Engine

OTB step list added to C2‑Steps in the FRS. Step Transitions defined (C4). CCM Steps developed (C5). Step Diagrams generated (C3, C6).

P7 — ACM

Code Generation

All steps and transitions from FRS fed into ACM to generate DCS code automatically for Emerson, Honeywell, or ABB 800xA.

OTB Package Documents

Two overview documents are available before purchase — a guided tour and a step-by-step walkthrough. Use your browser’s back arrow to return after reading.

P3‑A
Operational Trend — Guided Tour
A high-level guided tour through the OTB package — hierarchy mapping, trend views, and the step list output.
Open document
P3‑B
Operational Trend — Step by Step
A detailed step-by-step walkthrough of the OTB process — from historian data import through to the final step list deliverable.
Open document

Request a 30‑Minute Zoom Demo

A comprehensive presentation of the full OTB package is available by Zoom. Send your company email to info@CtrlDesigner.com to request a session — we normally respond within one business day.

Request Demo

Purchase OTB

The OTB package is available through our online store or directly via invoice. We recommend a service engagement first — we work with your historian data to produce results, then you decide on licensing.

Option 2 — Invoice

Purchase Directly from Us

For corporate procurement with purchase order requirements. We issue a formal invoice with bank details.

  • Select OTB in the store and capture your cart
  • Email your product list to sales@CtrlDesigner.com
  • We prepare and send a formal invoice with bank details
  • Send payment to our bank account
Email Sales
P2 — LOA
Next in the Pipeline
P4 — Standard Operating Procedure Converter
Convert existing SOP narratives into structured CDL pseudo-code and step actions.
View P4 — SOP