Asset Performance and Alarm Management Handbook 2008 Performance and Alarm Management AssetAsset Performance and Alarm Management 2008 2008 Technology has created an alarm management crisis Here’s what needs to be done to solve the problem L. O’Brien, ARC Advisory Group, Dedham, Massachusetts A larm management is one of the most undervalued and underutilized aspects of process automation. In most cases, alarm systems do not receive the attention and resources that are warranted. This is understandable, because alarming appears to be a deceptively simple activity. Many plants still use the alarm management philosophy developed by the engineering firm when the plant was built. The age of digital process control transformed the role of the alarm. In the days of hardwired controls and alarms, engineers were very stingy with alarms, in part because each alarm point had a cost. The primary issue with alarm systems is there is too much information for an operator to assimilate and act on. Ten years ago, it cost about one thousand dollars to add an alarm. Current automation systems have essentially eliminated the cost of adding more alarms and, therefore, the incentive to limit or rationalize their number. With the potential for every measured point to have a high alarm, low alarm and other variations, there are often more alarm points then there are measured variables in the process. In many cases, it is easier to add another alarm rather than rationalize existing alarms. Multiple sources of alarms and alerts compound the issue. Alarms and alerts in plants come from many sources, not Best practices for alarm management require distinctions between alarms and alerts. Alerts provide a notification mechanism, but do not necessarily require immediate action. Alarms are used as a warning, and should always require operator action. In short, alarms are not alerts. Alarms are not alarms unless they require operator action. Drive toward alarm management operational excellence requires continuous improvement approach. The push for operational excellence (OpX) in plants is also driving the need for more effective alarm management (Fig. 1). Plants are operating closer to their limits than ever before, and users are continuously looking for new ways to increase OpX by reducing downtime, increasing productivity and implanting real-time performance management (RPM) strategies for their plants. Effective alarm management strategies are a key component in achieving all of these goals. The need for effective alarming is increasing dramatically in spite of the fact that most alarm systems are not effectively used. As alarm systems become less effective, they diminish the effectiveness of all automation. Manufacturing is moving from a demand-limited situation toward a capacity-limited situation. This forces manufacturing assets to run close to or at their design limits, which means there is not much time to respond when there is a problem. A growing void of experienced operators who understand the process well enough to know when there is a problem and how to react also exists. Even experienced operators are finding it difficult to track the condition of the process because of abstraction levels introduced by increased levels of automation complexity and sophistication. just the DCS. Quality systems, plant asset management (PAM) systems and condition monitoring systems are all examples of sources that provide their own unique set of alarms that must be managed in the context of the entire automation schema. Safety and regulatory requirements have also added to the alarm load. Alarms are a signal to the operators that they should intervene in the process operation to correct a condition in the plant and return the process to a normal state or to prevent the process from going into an abnormal/unsafe condition. It is the first hard layer in a multilayered safety strategy. Operators should view alarms in the context of the overall plant operation. It makes no sense, for example, for an operator to have to respond to an alarm for low flow when the pump controlling the flow is shut down for maintenance. Alarms that function as they should alert the operator to a potential problem, inform the operator of the nature of the problem Fig. 1 The correlation of operational excellence to alarm management. and guide the operator toward a course of corrective action. HYDROCARBON PROCESSING April 2008 I 123 Asset Performance and Alarm Management 2008 Alarm management justification must rest on a solid business case. Justifying the cost of an alarm management program can be challenging. Operations and engineering realize that alarm management is a serious issue, but often have trouble convincing senior-level plant management that they should invest in an advanced alarm management strategy. Justification should be approached from a business case standpoint, and alarm management should be looked at not as a technology, but as a business enabler and risk management investment (Table 1). When implementing an alarm management strategy, the goals and objectives of that strategy must be clearly communicated to all the staff who are involved, including operations, engineering and plant management. Commitment from plant management is especially crucial to a successful alarm strategy implementation. Lack of an alarm management strategy can cost you plenty. According to research across the industry, lack of an effective alarm management strategy has a direct negative impact on plant operations, performance, profitability and safety. For example, in the regulated industries, a deviation alarm can represent a very significant accumulated cost of typically $2 k to $6 k per alarm or can serve as cause to destroy a batch. In the heavy process industries, an emergency alarm that escalates into an incident can ultimately result in a shutdown. Unscheduled shutdowns cost the industry between 2% and 5% of production annually. Costs associated with poor alarm management strategies include reduced quality, lost production time, damage to assets Table 1. Key areas of alarm management justification Area Benefits Safety Reduced risk of human injury and incidents Unplanned downtimeAvoid plant shutdown, lost product and associated costs Information management Avoid nuisance alarms, improved fault tracing Role of the operatorGive operator more time to focus on the process, creating knowledge workforce and endangerment to human life. According to the Abnormal Situation Management Consortium (ASM), lack of an alarm management strategy costs the US petrochemical industry losses of $10 to $20 billion per year (Table 2). According to insurance industry estimates, the automation industry is experiencing over $2 billion per year in equipment damage, which can be directly reduced by implementing an effective alarm management strategy. According to the HSE 166 study, the typical cost of a plant incident can range from $100,000 to $1 million, with the refining industry averaging a major incident once every three years that costs an average of $80 million. The Nexus Engineering study on refinery operations indicates that one week of unscheduled downtime can wipe out an entire year’s worth of benefits generated by advanced process control (APC). These are all powerful metrics for developing a solid business case to justify the cost of alarm management strategy implementation. GULF PUBLISHING COMPANY Gulf Products continues to produce and distribute leading edge products dedicated to the energy sector. View all GPC Products on our website: www.GulfPub.com BOOKS l SOFTWARE l VIDEO ADVANCED PIPING DESIGN Peter Smith 300 pages l Hardcover Pub date: May 2008 ISBN: 978-1-933762-18-0 Price: $175.00 US* PROGRESSINVE CAVITY PUMPS, DOWNHOLE PUMPS AND MUDMOTORS Lev Nelik and Jim R. Brennan 243 pages l Paperback Pub date: May 2005 ISBN: 978-0-976511-31-1 Price: $89.95 US* PIPE DRAFTING AND DESIGN SERIES VIDEO This 12-part series illustrates in a concise, yet comprehensive manner the procedures, techniques and operations required to develop quality piping drawings using Manual, AutoCAD and ProPIPE applications. The series consists of more that nine hours of instruction, including lecture, animation, on-site video footage, screen captures of the software and other visual techniques and aids that greatly enhance the viewer’s understanding of the subject. Included with the series is the Pipe Drafting and Design textbook. Price: $2,195.00 US* DVD (Order #BP43-D) Program Review: $25.00 US* (Order #PR30) Each of the programs in this series can also be purchased individually. Call for details. Phone: +1 713-529-4301 l 124 I April 2008 HYDROCARBON PROCESSING Fax: +1 713-520-4433 *Applicable tax, shipping and handling apply www.GulfPub.com Asset Performance and Alarm Management 2008 Table 2. The cost of ineffective alarm management Deviation alarms in regulated industries $2 k to $6 k per alarm US petrochemical industry losses: $10–$20 billion Annual automation industry equipment damage: Over $2 billion Typical cost of unplanned incident: $100 K to $1 million Major incidents in refining industry average cost: $80 million Table 3. EEMUA guidance of alarm frequency acceptability Long-term average alarm rate in steady operation Acceptability More than one per minute Very likely to be unacceptable One per two minutes Likely to be over-demanding One per five minutes Manageable Less than one per 10 minutes Very likely to be acceptable Transforming the role of the operator. Operators are underutilized, and the operator of the future will play a pivotal role in operations decision making. This requires information empowerment. Alarm management is a perfect example of this empowerment. An alarm management system has the potential to transform the role of the operator. A good alarm management system can free operators from doing tedious or repetitive tasks and give them more time to focus on the process and make intelligent decisions that affect productivity and plant performance. A sound alarm management philosophy also allows users to capture critical events during process upsets without being overwhelmed with nuisance alarms. Strategies for alarm management should be based on EEMUA guidance. The Engineering Equipment and Materials Users Association (EEMUA) has created what ARC believes is the definitive guide to best practices and guidelines for alarm management. Any alarm management philosophy should be based on these recommendations. EEMUA Publication 191 is well recognized and considered a “good industry practice” by OSHA. Based in the UK, the EEMUA is an organization comprised of “substantial purchasers and users of engineering products” from industries such as oil and gas, power and refining concerned with reducing costs through the sharing of knowledge and resources. EEMUA is not a standards-making body, but it does want to further development of existing standards by sharing its knowledge with the rest of the world. The four core principles EEMUA espouses throughout Publication 191 include usability, safety, performance monitoring and investment in engineering. Usability ensures that the design of the alarm system can adapt to the needs of the user and operate within the constraints of the user. According to EEMUA, a usable alarm system must “be relevant to the user’s role at the time, indicate clearly what response is required, be presented at a rate the user can deal with and be easy to understand.” EEMUA states that if an operator has to respond to an alarm every two minutes and it takes one minute to adequately respond to that alarm, then 50% of the operator’s overall time is spent responding to alarms. The huge number of alarms added to today’s control systems also means that the operators cannot respond effectively to abnormal situations when they arise because they are overwhelmed with alarms. Recommendations. End users need to explore the benefits of developing, implementing and managing an alarm management philosophy. Alarm strategies should also be viewed as a continuous improvement process with guidelines and procedures for periodic review and evaluation of alarms, and should also incorporate EEMUA guidelines. Supplier selection is a crucial step in the process of implementing an alarm management strategy. Manufacturers with older legacy systems with inadequate alarm functionality should either look to automation system suppliers to replace or upgrade their systems or look for third-party software suppliers that can provide add-on alarm management functions to meet their alarm management strategies. Automation suppliers need to provide their users with alternatives that fit their specific alarm management requirements. Above all, alarm management should be made as easy as control strategy management is. HP Larry O’Brien is part of the automation consulting team at ARC covering the process industries, and an HP contributing editor. He is responsible for tracking the market for process automation systems (PASs) and has authored the PAS market studies for ARC since 1998. Mr. O’Brien has also authored many other market research, strategy and custom research reports on topics including process fieldbus, collaborative partnerships, total automation market trends and others. He has been with ARC since January 1993, and started his career with market research in the field instrumentation markets. BUSINESS DEVELOPMENT MANAGER Des Plaines, IL (Chicago) Gas Technology Institute (GTI), the leading research, development and training organization serving energy and environmental markets, has an excellent opportunity in our Unconventional Gas Exploration and Production group for a Business Development Manager. Responsibilities include developing and managing research program collaborations and strategic partnerships with producers, academia, and industry service providers. B.S. degree in a technical field or equivalent experience is required. MBA would be a plus. Minimum 5 years of business development experience in the energy industry is required; natural gas E&P experience is a plus. Must have authorization to work permanently in the U.S. Please visit our website at: www.gastechnology.org and apply online. Only accepting online applicants. EOE Select 189 at www.HydrocarbonProcessing.com/RS I 125 Asset Performance and Alarm Management 2008 Asset Per formance and Alarm Management 2008 Technology Index Alarm and event analysis. . . . . . . . . . . . . . . . . . . Alarm and event management. . . . . . . . . . . . . . . Alarm configuration management. . . . . . . . . . . . Alarm management optimization. . . . . . . . . . . . . Alarm management Services. . . . . . . . . . . . . . . . ASM graphics. . . . . . . . . . . . . . . . . . . . . . . . . . . . . Asset reliability improvement. . . . . . . . . . . . . . . . Asset virtualization . . . . . . . . . . . . . . . . . . . . . . . . Calibration management . . . . . . . . . . . . . . . . . . . Compliant and complete alarm management. . . Comprehensive asset management. . . . . . . . . . . Condition manager. . . . . . . . . . . . . . . . . . . . . . . . Configuration management. . . . . . . . . . . . . . . . . Control loop performance monitoring. . . . . . . . . Control performance management services. . . . Device asset management . . . . . . . . . . . . . . . . . . Early event detection. . . . . . . . . . . . . . . . . . . . . . . Effective asset management. . . . . . . . . . . . . . . . . Effective, efficient alarm management . . . . . . . . Energy efficiency watchdog system. . . . . . . . . . . 129 130 130 131 131 132 132 133 133 134 134 136 136 137 137 138 138 140 140 141 Field device management. . . . . . . . . . . . . . . . . . . Inspection management. . . . . . . . . . . . . . . . . . . . Integrated alarm management. . . . . . . . . . . . . . . Integrated SIS alarm management . . . . . . . . . . . Intelligent alarm rationalization. . . . . . . . . . . . . . Intelligent asset management . . . . . . . . . . . . . . . Management of all plant assets. . . . . . . . . . . . . . Material balance reconciliation. . . . . . . . . . . . . . . Metrics and scorecards. . . . . . . . . . . . . . . . . . . . . Operator alerts. . . . . . . . . . . . . . . . . . . . . . . . . . . . Operator rounds management. . . . . . . . . . . . . . . RCM and FMEA . . . . . . . . . . . . . . . . . . . . . . . . . . . Real-time financial performance . . . . . . . . . . . . . Reliability analytics. . . . . . . . . . . . . . . . . . . . . . . . Risk-based inspection. . . . . . . . . . . . . . . . . . . . . . Root-cause analysis. . . . . . . . . . . . . . . . . . . . . . . . Sustainable alarm management . . . . . . . . . . . . . Thickness monitoring. . . . . . . . . . . . . . . . . . . . . . Unified alarm management . . . . . . . . . . . . . . . . . 141 142 142 143 143 144 144 145 145 146 146 147 148 148 149 149 150 150 151 Licensor Index ABB. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132, 150 Emerson. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144 Honeywell. . . . . 129, 130, 132, 134, 137, 138, 141, 146 INOVx Solutions, Inc.. . . . . . . . . . . . . . . . . . . . . . . 133 Intelligent Optimization. . . . . . . . . . . . . . . . . . . . . 130 Invensys. . . . . . . . . . . . . . . . . . 131, 136, 137, 145, 148 Matrikon. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134, 140 126 I April 2008 HYDROCARBON PROCESSING Meridium . . . . . 133, 142, 145, 146, 147, 148, 149, 150 PAS. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131, 136 Siemens AG. . . . . . . . . . . . . . . . . . . . . . . 142, 143, 144 Soteica . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141 TiPS. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 140 Yokogawa. . . . . . . . . . . . . . . . . . . . . 129, 138, 143, 151 Asset Performance and Alarm Management 2008 Alarm and event analysis Description: The Honeywell Alarm and Event Analysis (AEA) tool identifies alarm system problems, enabling users to engineer and maintain their alarm system to meet site alarm management policies and industryrecommended practices. AEA is a key component of Honeywell’s People Effectiveness solutions designed for Abnormal Situation Management (ASM). AEA supports managing an alarm system consistently with the best practices identified by the ASM Consortium by providing key metrics identified by EEMUA Publication 191, Alarm Systems, A Guide to Design, Management and Procurement. AEA’s capabilities include: • Statistics on alarm system performance and configuration and on Alarm Configuration Manager enforcement actions • Access to reports via a Web browser, with no client software required • Tailored view of reports through the Web browser interface, enabling digging into details of any particular situation • Common analyses are provided in pre-configured reports • Application Designer Tool allowing users to modify reports and create additional reports to meet site-specific requirements, and then use these materials with all features of the pre-configured reports • Analysis of disabled alarms to effectively handle dynamic changes of state • Alarm activity records showing complete activity for one alarm occurrence and efficiently providing standing condition data • Assurance that analysis of alarm duration metrics is not biased by alarms with returns via an exclusion list for alarms without returns • Automatic, scheduled preparation and notification of reports via e-mail. Benefits/economics: AEA provides analysis of alarm (and process change) events and configuration, as well as enforcement actions of Alarm Configuration Manager, if used at the customer site. AEA supports periodic generation and notification via e-mail of scheduled reports to assure alarm system performance visibility by key plant personnel. When the site needs to find out more information, AEA provides interactive access to analyses with the ability to select the way that information is viewed, such as for individual consoles, specific shifts, selected alarm types or priorities, etc. This supports identifying problem alarms requiring corrective action. AEA provides the number of: enforcement sessions and exceptions, the average exceptions per session, the number of suspend overrides, the average suspend overrides, the number of enforce overrides and the average enforce overrides per session. So, essentially, users get an indication of how stable their alarm configuration is and whether their operators are tending to allow it to be returned to the engineered configuration. Scalability: AEA scalability is only limited by server capacity. Interfaces to: The AEA server collects data from the History Module or the Event Journal Collector for TotalPlant Solution, and from the Experion PKS Alarm and Event database. Third-party collection can be added in varying ways depending on the capability of the control system. Commercial installations: Information not available. References: Visit www.honeywell.com/ps for the latest news announcements and customer success stories. Licensor: Honeywell Process Solutions is headquartered in Phoenix, Arizona, and has offices around the world. Alarm and event analysis Description: Exaplog is an event analysis package that provides tools for managers, engineers and supervising operators to analyze plant historical logs. Exaplog uses trend graphs to measure alarms and events, and uses pie charts or tables to analyze event-type distributions to identify and reduce unimportant/consequential alarms and to identify and improve inefficient operation sequences. The event balance trend (EBT) shows the numerical balance between process requests (events such as alarms and messages) and operator actions (such as tag mode and setpoint changes), and the relative timings of event and operation peaks (indicators of process stability and controllability). Supported platforms: Exaplog can extract and evaluate alarms and events from Yokogawa’s CENTUM family of control systems, Exaquantum Process Information Management system, Honeywell’s TDCS3000 and Emerson’s Delta-V. Scalability: Exaplog has the capacity to hold data over several years and evaluate 1,000,000 events per month and 150,000 events per day. Exaplog can be implemented on multiple systems simultaneously. Economics/benefits: Based on review of captured plant operational data, users are able to experience substantial yearly cost savings by making automation improvements based on industry alarming standards.1 Benefits can be classified into two areas: savings per year attributed to increased operator efficiency through workload reduction and savings per year attributed to increased stability of the process units. Other costs of poorperforming alarm systems can include financial losses due to preventable plant incidents, risk to people and environmental damage. These could range from $100,000 to $1,000,000. Plant incidents range from lost production to poor quality. Commercial installations: Over 450 Exaplog licenses have been installed at more than 200 sites in 20 countries, including clients in refining, chemicals, power, mining and consumer packaged goods. References: 1 Alarm Systems: A Guide to Design, Management and Procurement, Publication No. 191, Edition 2, The Engineering Equipment and Materials Users’ Association (EEMUA), 2007, London, England. Blaesi, J., “No Alarm—Alarm and Event Reduction Through Structured Elimination,” Proceedings of ISA Houston, October 2003. Blaesi, J., “No Alarm—No Manipulation: Operation Improvement for Plant Stability,” Proceedings of Texas A&M Instrumentation Symposium, January 2004. “VigilantPlant Alarm Management Strategies,” ARC white paper, January 2005. Licensor: Yokogawa Electric Corporation, headquarters in Tokyo, Japan with regional headquarters in Singapore, Amersfoort, The Netherlands, and Newnan, Georgia. Select 300 at www.HydrocarbonProcessing.com/RS Select 301 at www.HydrocarbonProcessing.com/RS HYDROCARBON PROCESSING April 2008 I 129 Asset Performance and Alarm Management 2008 Alarm configuration management DCS and other external interfaces DEA OPC client Knowledge database Relational database DEA viewer Operators DEA advisor DEA report Engineers Alarm and event management Application: IntellOpt’s DEA (Decipher for Events and Alarms) is a comprehensive alarm management system for collecting, archiving, displaying, interpreting and managing process alarms and events (A&Es), including metrics for alarm system performance. DEA is a very robust application and has been field tested in conditions involving over 30,000 A&Es per day. Strategy: The DEA package consists of five components: • DEA_OPCClient to collect (via industry standard OPC or serial interface) and archive A&Es in a relational database as they occur in real time. Alarms can be filtered via attributes and station numbers, and the alarm message can also be parsed before archiving. • DEA_Viewer to view/scroll A&Es as they occur in real time based on the user’s filter settings. Repeat and redundant alarms are highlighted. • DEA_Report to analyze and study historical A&Es via Excel. Ten standard reports are preconfigured to provide graphical and tabular information on most frequent alarms, parent/child relationship, alarm metrics, operator response time, etc. Other user-specific reports can be added via VBA. • DEA_Advisor to help identify associated/root causes and to suggest operator actions for the condition under alarm. The knowledge base can be gradually built via simple fill-in-the-blank-type entries as time permits and experience is gained. As an extension, the DEA can be linked with an historian to verify and highlight the actual cause from a list of possible causes. • DEA_Configurator to set up dynamic alarm suppression and reset alarm limits based on operating modes. Installation, interfacing and user training can normally be completed between one and two weeks. Economics: Benefits are improving operator productivity, identifying malfunctioning instrumentation, raising operational safety levels and reducing unplanned shutdowns. Description: Honeywell’s Alarm Configuration Manager (ACM) enables users to engineer an alarm system to meet their sites’ alarm management policies, and then ensures the engineered configuration remains in effect over the life cycle of the plant. With this solution, an alarm system can contribute to improved operational effectiveness across an entire facility. ACM provides the capabilities to create and maintain a master alarm database containing alarm configuration instructions and associated information. It assists in the initial design or improving an alarm system to support peak operator performance for safeguarding processes and the plant. Best practices in alarm management, as identified by the Abnormal Situation Management (ASM) Consortium, specify the need to capture appropriate documentation about the cause, recommended response and potential consequences of an alarm. ACM also assists in establishing the appropriate alarm configuration. ACM helps users deploy the new alarm system configuration and then prevents degradation of system performance. It also enables modebased alarming via its documentation, rationalization and enforcement functions, assisting plants in optimizing alarm system support for the operator. Benefits/economics: • Provides assurance that the alarm system is effectively assisting in keeping the plant safe and operating effectively • Reduces the cost of engineering and managing the alarm system configuration • Simplifies documenting and rationalizing the alarm system and deploying those results • Simplifies alarm system documentation and making that information available to operators in their daily work. Scalability: ACM is scalable to 50,000 variables (i.e., DCS points) per ACM Manager server. Interfaces to: The Alarm Configuration tool interfaces to control systems via OPC Data Access (DA). It works with control systems provided by Honeywell, or may be personalized to work with those of other suppliers having appropriate parameter access via OPC DA. The tool is designed to deliver sustained plant performance through maximized availability and incident avoidance. The ACM, and other components of the ACM software, executes on a Windows NT or Windows 2000 workstation and requires an Oracle database management system. A management-user interface and an operator-user interface are employed. The software operates with control systems that have an OLE for Process Control (OPC) server. Commercial installations: Information not available. References: Visit www.honeywell.com/ps for the latest news announcements and customer success stories. Licensor: Honeywell Process Solutions is headquartered in Phoenix, Arizona, and has offices around the world. Commercial installations: This application has been installed on four plants. A fifth one for pipeline operation is in progress. Licensor: Intelligent Optimization Group, Houston, Texas, US. 130 I Select 302 at www.HydrocarbonProcessing.com/RS April 2008 HYDROCARBON PROCESSING Select 303 at www.HydrocarbonProcessing.com/RS Asset Performance and Alarm Management 2008 Services elements Services Alarm management Alarm management assessment Alarm management architecture Alarm system performance assessment Alarm philosophy design Advanced alarming requirement assessment HMI philosophy assessment Knowledge/skills assessment HMI philosophy design Advanced alarming design Advanced chattering review Skills development plan Alarm management modernization and implementation Alarm management and optimization Implement alarm rationalization Eliminate chattering alarms Implement HMI modifications Implement advanced alarming Alarm performance management Implement alarm tool Project management Knowledge transfer Alarm management services Alarm management optimization Description: AMO-Rt is the most comprehensive real-time alarm and event management suite available. AMO-Rt improves the safety and reliability of processing plants by optimizing alarm system performance. Poorly functioning alarm systems have been identified as major contributing factors in many industrial accidents resulting in loss of life, personnel injuries and billions of dollars in damages. Industry leaders have identified alarm management improvement as an initiative with significant benefits for enhancing plant profitability, safety and environmental performance. AMO-Rt is the only complete enterprise alarm and event management solution providing: • System independent functionality • Full integration with major control systems • Benchmarking capabilities against EEMUA and ISA guidelines • Web-delivered, user-configurable reports and KPIs. Key features: AMO-Rt provides a wide spectrum of features to improve alarm systems, including: • DCS independence—AMO-Rt works with all the major distributed control systems. • Alarm and event analysis—Ranks, categorizes, compares and contrasts alarm and event data against best practices and industry guidelines from EEMUA and ISA. • Alarm flood suppression—Dynamically adjusts alarm settings during upset conditions to prevent alarm floods from triggering events. • Alarm shelving—Temporarily inhibits nuisance alarms, and generates reports indicating corrective action is required on bad actors. • State-based alarm handler—Maintains and switches between multiple sets of appropriate alarm sets, as dictated by the process state. • Documentation and rationalization—Implements management of change control by creating a master alarm database complete with cause and consequence information for configured alarms and events. • Audit and enforce—Regularly audits the alarm system for changes and restores proper alarm settings. Economics/benefits: AMO-Rt has been proven to reduce nuisance alarms by over 75% which helps the operator concentrate on the alarms needing attention rather than those not pertinent to the operation. In addition, a high-performing alarm system can prevent potential incidents. Commercial installations: AMO-Rt has been installed globally in a variety of industries, including oil and gas, refining, power, metals and mining, and pulp and paper. Reference: The Alarm Management Handbook by Eddie Habibi and Bill Hollifield, PAS. Licensor: PAS, Inc., with offices in Houston, Texas; St. Louis, Missouri; Amstelveen, The Netherlands; and Dubai, UAE. Select 304 at www.HydrocarbonProcessing.com/RS Description: Invensys’ Alarm Management Services utilize well-proven tools and expert services for rationalizing process, system and equipment alarms to reduce nuisance alarms dramatically and virtually eliminate alarm storms. At the core is the Invensys Alarm Management Tool, a collection of powerful statistical analysis tools and utilities driving a multitiered methodology tailored to client needs of the site and the enterprise. Benefits/economics: • Reduced nuisance alarms and alarm floods • Reduced startup time for new plants and units • Improved operator decision support • Reduced operator loading • Reduced control system network traffic • Improved safety and response to abnormal situations • Reduced risk of releases, shutdowns and regulatory incidents • Increased plant utilization, productivity and profitability • Retained knowledge of experienced personnel beyond retirement • Ability to better measure and monitor performance. Methodology: Phase 1—Alarm system performance study and report: • Generate a baseline report of alarm system performance • Establish performance targets based on Engineering Equipment and Materials User Association (EEMUA) best practices • Recommend alarm system improvement methodology. Phase 2—Alarm system performance improvement: • Develop alarm system philosophy • Perform alarm rationalization and implement alarm system changes • Develop HMI philosophy per human-factors engineering and design specification and implement HMI modifications • Issue final report on performance improvements. Phase 3—Life cycle alarm maintenance. • Invensys maintains alarm system performance over time. Scalability: Invensys Alarm Management Services solutions scale from a process unit to the enterprise. Service delivery can be scaled from one project to master plan development, roll-out and ongoing service delivery. Interfaces: Invensys Alarm Management Services are compatible with I/A Series systems as well as other DCS platforms. The solutions are platform independent, and designed to individual needs. Commercial installations: Invensys Alarm Management Services are used in a range of chemical, petrochemical, oil and gas, power and other industries globally. Reference: David Gaertner, “Bringing Nuisance Alarms Under Control,” Control Engineering, March 1, 2007. Licensor: Invensys Process Systems with consulting, sales and project management professionals in offices worldwide. Select 305 at www.HydrocarbonProcessing.com/RS HYDROCARBON PROCESSING April 2008 I 131 Asset Performance and Alarm Management 2008 ASM graphics Description: Honeywell’s ASM Graphics are operator graphics developed in accordance with guidelines set forth by the Abnormal Situation Management (ASM) Consortium to assure the best operator effectiveness. Those guidelines span: • Display contents, such as the organization of various displays, what information to include, appropriate level of detail and relation to the process • Display features, such as use of color, use of symbols, information encoding, flow and navigation • Appropriate user guidance and training relative to the user interface • The display development approach, such as how to identify information content required, appropriate staff and establishing appropriate guidelines for displays. Benefits/economics: ASM Graphics reduce the impact of abnormal situations and improve operational effectiveness by ensuring the operator displays are developed and provide features consistent with guidelines established by the ASM Consortium, which are based on the Consortium’s research and expertise. ASM Graphics assure operators: • Are quickly aware of any abnormalities • Can rapidly find the needed information to select and implement corrective actions • Have access to knowledge collected from their best operators. Scalability: Not applicable. Interfaces to: ASM Graphics can be designed for any applicable Honeywell or third-party control system. Commercial installations: Information not available. References: Visit www.honeywell.com/ps for the latest news announcements and customer success stories. Licensor: Honeywell Process Solutions is headquartered in Phoenix, Arizona, and has offices around the world. 80 OEE performance 70 60 50 40 OEE actual OEE Target, adjusted 30 20 Oct-05 Nov-05 Dec-05 Jan-06 100 Feb-6 Mar-06 Apr-06 Availability 90 80 70 60 50 40 30 Availability actual Availability target, adjusted Oct-05 Nov-05 Dec-05 Jan-06 Feb-6 Mar-06 Apr-06 Asset reliability improvement Description: System 800xA Asset Optimization (AO) optimizes the process by collecting and analyzing real-time plant asset information and providing it in an actionable form to the personnel who need it. AO integrates computerized maintenance management systems (CMMSs), device management system (DMS) calibration integration, condition monitoring data and process system data into one common user environment. Strategic approach/goals: Objectives include: • Ensure plant asset availability and performance to meet or exceed production requirements and maximize asset life • Capture and benefit from workforce knowledge • Minimize maintenance costs • Increase overall equipment effectiveness (OEE) • Consistently produce more at a lower cost. Key product features: • AO is offered as both a stand-alone product or integrated into System 800xA Extended Automation • AO dashboard: Thin Web client allows view of asset data through one access point • Remote alerts enable you to send only critical messages, only when necessary, to key personnel. Return on your investment: Savings can be achieved in many industries. In most instances, the key task is to increase optimal process time, thereby decreasing loss of time and product quality. For example, at a mining operation installation, maintenance of critical rotating devices is no longer done on a scheduled basis; instead, the devices are maintained by condition-based monitoring using 800xA AO. As a result, AO has reduced unnecessary maintenance costs and prevented plant downtime on several occasions shortly after it was commissioned (see figures). Commercial installations: ABB has delivered AO to numerous customer sites worldwide in various industries, including oil and gas, chemical, pharmaceutical, metals and mining, and pulp and paper. Licensors: The ABB Group of companies operates in around 100 countries and employs more than 110,000 people. 132 I Select 306 at www.HydrocarbonProcessing.com/RS April 2008 HYDROCARBON PROCESSING Select 307 at www.HydrocarbonProcessing.com/RS Asset Performance and Alarm Management 2008 Plant operations and maintenance solutions Asset performance management End user applications Physical as-built conditions ERP Laser scanning Engineering Instrument data documents Operation RCM and FMEA Create, maintain and manage intelligent asset model Engineering and CAD data P&ID EH&S Virtualization “Point Cloud” database 3D CAD Inspection/ Maintenance reliability Risk-based Reliability inspection analytics RCA Inspection Calibration Thickness mgmt. mgmt. monitoring RealityLINx Operator rounds Asset strategies Metrics and scorecards Operations and maintenance data sources Existing enterprise asset data systems Drawings ERP Inspection/ Maintenance reliability data data EH&S data Operation data Asset virtualization Description: In an asset-intensive operation, quick and integrated access to current and accurate asset information including field physical conditions significantly improves the decision-making cycle of a wide range of daily operational and maintenance activities. It supports better informed decisions with faster response times leading to higher levels of productivity, safety and plant reliability. Asset virtualization consists of two parts: the ability to walk through a precise 3-D representation of the physical plant while sitting in your office and the ability to access all asset information by clicking on the asset. INOVx Solutions delivers virtualization through its RealityLINx software and work practices that: • Capture the existing plant conditions, accurate to within ¼ in., through laser scanning technology • Assure asset certainty through an “intelligizing” process that compares the as-built reality with the P&ID and other drawings • Connect the assets to enterprise data systems such as Meridium, SAP, PI, EDMS, etc. • Enable routine tasks to be launched directly from the virtual plant; for example, create a maintenance work order by simply clicking on the asset • Document common tasks and procedures with accurate 3-D representations called Knowledge Views. These can replace disjointed and outdated 2-D isometric drawings • Query multiple enterprise systems displaying the results in the virtual plant; for example, see all assets where the corrosion rate is greater than 5 mils/year and the operating temperature is greater than 450°F • Maintain the as-built conditions with less total effort as changes are automatically inherited or propagated. Benefits/economics: Virtualization is pervasive, positively impacting all aspects of operations and maintenance. Besides the immediate productivity, safety and improved communications benefits, bottom-line value is derived from increased plant reliability, smarter and more informed decisions, and quicker reaction times to operational and maintenance situations. Payback is typically less than 1 year and has been as short as a few weeks! Scalability: Virtualization can be justified and implemented as a point solution; however, it yields maximum benefits as an enterprise-wide solution. Imagine being able to have multiple experts walk through the plant while each is physically at a different remote location. Knowledge can be shared, ideas exchanged and collaborative decision-making occurs that yields maximum understanding and benefits. Interfaces to: SAP, Meridium, OSI PI, Metegrity VISIONS, Conam PCMS, Intergraph, AVEVA, IBM Maximo and many other enterprise systems. Commercial installations: Over 350 asset documentation projects. Over 10 sites in North America and internationally. Reference: “Virtualization—The Natural Way to Work,” a white paper introducing new technology to the Petroleum Industry, 2007. Process data Spreadsheets/ databases Engineering CMMS Financial Legacy systems Handhelds Calibration management Description: Most manufacturing facilities have a large number of diverse instruments, making the implementation of a comprehensive instrument- and calibration-management program a daunting task without the support of best-practice work processes and systems. Meridium’s Calibration Management module enables companies to standardize, manage and optimize their instrument calibration strategies across the entire enterprise. Instrument technical data can be classified and managed in a standard format, and the overall calibration plan and results can be captured and protected, meeting the compliance requirements of both OSHA 1910 and ISO 9000. Meridium interfaces to EAM systems, allowing for seamless work-process integration between maintenance, operations, engineering and inspection organizations. Strategic approach/goals: The biggest benefit of an integrated technology software solution is that organizations can now react much more dynamically to changing plant conditions than was previously possible. Meridium integrated APM initiative provides: • KPIs enabling identification of improvement opportunities • Automated technical analysis to identify and predict failure occurrence and cause • Supports development and continuous improvement of operational, surveillance, maintenance and design strategies based upon best practices, operational history and fact-based decision support • Drives strategies back to execution systems to close the loop and continuously improve asset performance across the enterprise. Interfaces: Meridium leverages critical asset performance data from ERP, CMMS, DCS and other systems, including interfaces to SAP, IBM Maximo, Indus Passport, Inovx and Fluke analyzers, among others. Scalability: Meridium can be used to improve reliability of a single component at a single plant, but the true value potential lies in implementing an APM solution across the plant and throughout the enterprise. For global companies, Meridium can be implemented enterprise wide to allow easy transfer of information across departments, plants and the entire company. Economics/benefits: Calibration management, when used in conjunction with a comprehensive APM program, conservatively yields benefits of approximately $4 million per year for a typical 100-Mbpd refinery. Benefit areas include reductions in lost profit opportunity costs, avoiding abnormal incidents, staff productivity improvements reductions in the maintenance budget, etc.1 Commercial installations: Meridium has been licensed at over 880 sites in 70 countries, including clients in the refining, chemicals, power, mining and consumer packaged goods industries. Reference: 1 “Quantifying the ROI of an asset performance management program,” Hydrocarbon Processing, May 2007. Licensor: INOVx Solutions, Inc., with offices in Irvine, California, Houston, Texas and Khobar, Saudi Arabia. Licensor: Meridium, Inc. with offices in Roanoke, Virginia, US; Houston, Texas, US; Dubai, UAE; Walldorf, Germany; and Perth, Australia. Select 308 at www.HydrocarbonProcessing.com/RS Select 309 at www.HydrocarbonProcessing.com/RS HYDROCARBON PROCESSING April 2008 I 133 Asset Performance and Alarm Management 2008 Comprehensive asset management Compliant and complete alarm management Matrikon Alarm Manager is a comprehensive alarm management product that optimizes alarm system performance to improve plant safety, productivity and profitability. Matrikon Alarm Manager seamlessly collects and stores all alarm and event data and automatically generates reports that provide an accurate snapshot of a facility’s current alarm system performance. Matrikon Alarm Manager: • Optimizes alarm strategies to improve operator effectiveness • Integrates alarm and process data for thorough incident reviews • Automates control system management of change • Minimizes adoption cost by continuing to use familiar tools • Identifies and eliminates chattering and predictable alarms with real-time alarm and event analyses • Accesses and consolidates disparate data from multiple systems for fast, concise incident reviews • Ensures optimal system performance with dynamic alarming • Predicts equipment failures up to six weeks in advance, with early event detection • Flags frequent causes of facility outages with downtime reporting. Benefits for operations: Improve operator work environment; quickly identify and address problems through real-time viewing and automatic alarm filtering; replay and annotate past incidents to ensure optimal training. Benefits for the control department: Integrate alarm and process data for incident and alarm strategy reviews; consolidate alarm and event data from all data sources; access secured alarm data from any PC; view alarm, equipment monitoring and asset performance KPIs from a single interface; get best-practice reports providing guided analysis and benchmarking against industry standards. Benefits throughout the enterprise: Share best-practices between plants; increase profits, productivity and safety with improved plant reliability; customize reports for specific information requirements; automate management of change to ensure regulatory compliance and fewer procedures. Scalability: Matrikon Alarm Manager can be used as a point solution or as an enterprise-wide solution that integrates with third-party software and allows universal connectivity for enterprises with different automation systems. Interfaces to: Virtually every major DCS, PLC and HMI package. Commercial installations: Over 3,000 global installations. Reference: “Alarm Management Blunders: Avoiding 12 Costly Mistakes,” white paper: http://www.matrikon.com/downloads/533/alarmmanager/index.aspx. Licensor: Matrikon Inc., Edmonton, Alberta, Canada. 134 I Select 310 at www.HydrocarbonProcessing.com/RS April 2008 HYDROCARBON PROCESSING Description: Honeywell’s Asset Manager is a comprehensive asset management component of the Experion Process Knowledge System (PKS) unified architecture. Asset Manager connects the right people across the supply chain to improve operational effectiveness and reduce maintenance costs up to 30%. It continuously and efficiently monitors, troubleshoots and maintains Experion PKS control loops and field device assets, as well as the traditional process-based assets. Asset Manager is based on the expert knowledge of the Abnormal Situation Management (ASM) Consortium, a joint research and development group led by Honeywell. This group, consisting of major industrial companies and universities, analyzes the causes of process incidents and leads research for continuous improvement in handling plant upsets. In addition, Honeywell teamed with participants in the PKS Advantage program to create Asset Manager commissioning and fault detection for their specific devices. Early detection and notification of potential problems opens a window of opportunity for repairing or replacing faulty equipment, eliminating unplanned downtime, and reducing maintenance time and labor costs. Asset Manager synchronizes all control and smart field devices, including HART and Foundation fieldbus, and provides field device synchronization with DocuMint for calibration management. Benefits/economics: • Quickly identifies and resolves problems related to the Experion PKS system, control loops, field device assets and traditional processbased assets • Enables early access to any control system asset performance and health—not just devices • Provides early detection and notification of faults in critical plant assets, opening a window of opportunity for repairing or replacing faulty equipment, eliminating unplanned downtime and reducing maintenance time and labor costs • Delivers 15–30% reduction in instrument and control system maintenance costs, resulting in a maximum return on all plant assets. Scalability: The Asset Manager database supports a maximum size of 10,000 assets and 10 concurrent users. Interfaces to: Asset Manager is fully integrated with the Experion PKS. Asset Manager interfaces to smart field devices, including HART and Foundation fieldbus, and provides field device synchronization with DocuMint for calibration management. Commercial installations: Information not available. References: Visit www.honeywell.com/ps for the latest news announcements and customer success stories. Licensor: Honeywell Process Solutions is headquartered in Phoenix, Arizona, and has offices around the world. Select 311 at www.HydrocarbonProcessing.com/RS Asset Performance and Alarm Management 2008 Automation Integrity PLC Instr.D.B. Historian Historian DCS APC SIS Condition manager Description: Invensys’ InFusion Condition Manager collects, analyzes and contextualizes real-time, near-time and offline diagnostics from plant equipment and machinery. It drives actions to improve asset performance management and to manage the appropriate operations, engineering and maintenance actions. InFusion Condition Manager is the condition management component for the InFusion Enterprise Control System (ECS) and other platforms. Benefits/economics: • Provides early failure detection to increase asset availability, reduce costs and avoid unnecessary downtime. Unplanned outages represent an average of 5% in lost production. • Avoids unnecessary maintenance and related failure risk. • Supports continuous improvement through integrated workflow, ensuring accurate and consistent response to developing conditions. • Provides operations, engineering and maintenance with easy access to current asset information for better decision-making. • Collects and analyzes data on asset condition to help optimize asset contribution over its full life cycle. • Integrates with control, safety and maintenance environments. • Leverages the latest Microsoft .NET technology. Architecture: Collect, Analyze, Act: Collect—Data are captured from plant historians, intelligent instruments, basic monitoring solutions and complex model-based condition sources. Analyze—A multivariable expert system provides the context and knowledge management from single variable to also full active model support. The rule-based engine also uses client-defined algorithms or models. Act—A comprehensive workflow engine automates collaboration via e-mail, pager notifications, etc. Implementation: Invensys consultants and process experts perform a structured assessment of the challenges, opportunities and potential ROI and develop implementation strategy. The patented InFusion Condition Manager Configuration Tool allows the process engineer to link and configure the monitoring parameters for equipment and measurement points, and define the analysis and the required actions and workflow. Interfaces: InFusion Condition Manager interoperates with Invensys and third-party applications supported through the InFusion application environment. Equipment condition and maintenance information is also displayed on plant control/PLC/SCADA and safety systems through the operator console. HMI applications, including FoxView and InTouch, are supported. Configuration management Description: Integrity is a configuration management solution logging and reporting all changes to the real-time infrastructure used to operate and optimize the plant. Changes are presented automatically and securely via intuitive Web-based views. Integrity provides up-to-date loop diagrams and data flow maps operations, maintenance and safety personnel can rely on. Originally released as DOC3000 for Honeywell TPS, Integrity brings automated system documentation to every PLC, DCS, database and real-time application across the plant. Key features: Integrity enables control engineers and IT professionals to routinely increase work effectiveness by 50 –200% by providing: • Automated loop sheet generation • Data point cross-referencing • Real-time data mapping • Change tracking. Economics/benefits: Integrity positively impacts three major aspects within an operation: production, plant safety and maintenance. Production. Integrity can help operators improve plant reliability by separating critical failures from routine maintenance issues, as well as increase their awareness by providing direct access to critical interdependencies. Plant safety. Integrity has the ability to increase plant safety by enforcing best practices with automated documentation and cross-referencing. Maintenance. Integrity simplifies work processes by ensuring the accuracy of sign-offs and safety checks with a common tool across all systems. Commercial installations: Integrity has been installed at over 500 sites globally in a variety of industries, including oil and gas, refining, power, metals and mining, and pulp and paper. Connectivity: PAS is continually expanding the list of available connections and presently supports the following assets: • Foxboro • ABB IT • OSIsoft PI • Aspen IP.21 • GE Fanuc • PHD • Bently • Honeywell FSC • RMPCT • Centum CS • Honeywell TPS • Rockwell PLC’s • CS3000 • Infi-90 • Rockwell SLC’s • DeltaV • InfoPlus • SmartPlant • DMC+ • Intergraph • TDC3000 • Emerson AmS • InTools • Triconex • Emerson RS3 • Invensys • Yamatake • Experion • Metso Max • Yokogawa Commercial installations: Invensys Condition Manager is used in power, chemical, petrochemical, oil and gas, and other industries. Reference: “Does Your Automation System Have Integrity?” white paper by Tom Fiske, ARC. Reference: “Go Beyond Condition Monitoring,” Chemical Processing Magazine, October 2007. Licensor: PAS, Inc., with offices in Houston, Texas; St. Louis, Missouri; Amstelveen, The Netherlands; and Dubai, UAE. Licensor: Invensys Process Systems with consulting, sales and project management professionals in offices worldwide. 136 I Select 312 at www.HydrocarbonProcessing.com/RS April 2008 HYDROCARBON PROCESSING Select 313 at www.HydrocarbonProcessing.com/RS Asset Performance and Alarm Management 2008 Control performance management Services 60 50 Plant performance assessment Services elements 40 30 20 10 0 Control performance assessment Control performance utilization assessment/ control KPI Control philosophy/ strategy assessment Knowledge/skills assessment Instrument management assessment Valve management assessment Control performance modernization and implementation Control performance modernization and implementation Detailed control per- Implementation/conformance architecture figuration control tool Control performance management Control performance architecture Control strategy architecture Control improvement implementation Detailed loop monitoring architecture Skills development implementation Plant performance KPI architecture System load manager implementation Skills development plan Plant performance KPI implementation and testing Instrument mgmt. solution architecture Implementation/configuration valve mgmt. Value diagnostic Valve management solution architecture Implementation/configuration instr. mgmt. Onsite valve R&R Plant performance management Instrument diagnostic Instrument R&R Knowledge transfer 1st quartile facilities 2nd quartile facilities 3rd quartile facilities 4th quartile facilities Percentage of control loops that are performing poorly or only fairly in representative sample of process industry plants (115 facilities). Control loop performance monitoring Description: Honeywell’s Loop Scout gives control engineers the ability to identify control loop problems and decide how to alleviate them. Loop Scout automatically collects configuration, event and timeseries operating data. It then suggests maintenance and engineering actions to resolve the worst-performing loop. Loop Scout helps plants increase production rates, and it reduces the amount of time needed to identify and address poorly performing control loops. Benefits/economics: • Focuses resources—Loop Scout’s reliability-centered maintenance enables users to prioritize efforts and appropriately allocate resources. • Improves economics—Periodically monitors loop performance, combines this with optional customer-provided loop criticality, and ranks all loops in the facility based on economic opportunity. • Detects specific failures of PID control loops across the facility— Shows the probability of valve stiction for every loop in the facility; indicates the poorest-performing loops (those with the highest number of alarms and operator interventions). Scalability: Loop Scout is scaleable to cover any size system, and number of systems at a site and or multisite corporations with many geographically dispersed locations. Interfaces to: The Loop Scout infrastructure is highly flexible and interfaces easily to standard OPC interfaces to Honeywell and most other third-party control systems. In cases where OPC is not viable, additional custom interfaces have also been created to address specific issues. Commercial installations: Information not available. References: Visit www.honeywell.com/ps for the latest news announcements and customer success stories. Licensor: Honeywell Process Solutions is headquartered in Phoenix, Arizona, and has offices around the world. Control performance management services Description: Invensys Control Performance Management Services combine advanced diagnostics with expert services to determine control loop performance and recommend remedial actions for suboptimal process control loops. These services bridge the gap between control system performance and key performance indicators (KPIs). The enabler is the Invensys Control Performance Monitor tool, a set of diagnostics and utilities that finds, monitors and diagnoses faults that are limiting control asset performance. Analysis includes information on process constraints, field actuator problems, loop interaction and model identification for improved tuning. Benefits/economics: Control Performance Management Services can improve economic performance through: Better control: increased production rates, quality variability reduced, elimination of bottlenecks, reduced energy costs, higher product yields, reduced product recycle and better operation against constraints. Lower overhead: smoother start-up, increased run-time, higher efficiencies, smoother operation, lower maintenance costs and longer equipment life. Methodology: A quarterly analysis comprises data gathered by Invensys specialists from the previous quarter’s control performance, driving focused actions to raise plant performance as measured by KPIs. The results are automatically monitored and provide an explicit measure of bottom line gain from performance improvements. The Control Performance Monitor tool and expert periodic analysis, form the basis for high-value diagnostics and recommendations for quickly analyzing control loop performance relating to KPIs improvement. Quantitative metrics indicate performance as related to asset availability and utilization. Local specialists work directly with clients to implement performance improvements. Scalability: Invensys Control Performance Management Services solutions are scalable from process units to enterprise-wide. Service delivery can be scaled from one project to master plan development and roll-out, and ongoing service agreements. Interfaces: Invensys Control Performance Management Services can be applied to any control system that has an OPC interface. The services diagnose performance of all major control systems and valve manufacturers and sensors, with or without the presence of a digital fieldbus. Commercial installations: Invensys Control Performance Management Services are used in a range of chemical, petrochemical, oil and gas, power and other industries globally. Licensor: Invensys Process Systems with consulting, sales and project management professionals in offices worldwide. Select 314 at www.HydrocarbonProcessing.com/RS Select 315 at www.HydrocarbonProcessing.com/RS HYDROCARBON PROCESSING April 2008 I 137 Asset Performance and Alarm Management 2008 Computerized maintenance management systems Interface Pipe/vessel heat exchanger Rotating machine Electric facility Instrumentation Heat Mechanical exchanger inspection inspection management management system system Online monitoring system Electric facility diagnosis Instrumentation monitoring diagnosis Corrosion monitoring Insulation Image document system Real-time DB Patrol support system (Plant asset management subsystems) Failure occurs in the process of safeguard system Failure is detected System internal diagnostic time Safe status of the process assured Time for corrective action Time for reaction of the process to the corrective action t Fault tolerance time Fault tolerance time of the process or process safety time (PST) Early event detection Device asset management Description: Plant Resource Manager (PRM) is a real-time instrument device maintenance and management software package that provides a platform for advanced instrument diagnostics. PRM is an integrated software solution that unifies the monitored data from intelligent and nonintelligent field devices running within Yokogawa’s CENTUM and STARDOM control systems. The key feature of PRM is that it provides easy access to data from field networks such as Foundation fieldbus and HART, allowing integrating, managing and maintaining these devices using a common database. PRM provides integrated plant and device performance data, maintenance records, audit trails, device configuration with auto-device detection, historic data management, parameter comparison, advanced device diagnostics information and access to online documentation such as device drawings, parts lists and manuals in a client/server architecture that provides information to multiple users within a plant facility. It provides the ability to adjust the parameters of intelligent devices online and allows comparing current device data to historical data. Benefits/economics: Device asset maintenance and management can increase maintenance productivity by transitioning traditional preventive maintenance to condition-based and predictive maintenance activities. PRM enables centralized online monitoring of automation assets from the beginning of the project phase, and can help reduce commissioning and startup costs from the beginning of the asset life cycle. In that regard, maintenance costs, both needed and un-needed, for instruments and valves can be decreased 20%, inventory costs reduced 25% and maintenance efficiency increased by 20% over traditional methods. Scalability: PRM is a client/server architecture scaled by number of devices and number of clients accessing the system. Interfaces to: CMMS I/F to IBM Maximo, GE Bently Nevada System 1, Yokogawa Fieldmate and PIA I/F to Masoneilan FVP and SVI II, Fisher DVC6000, Metso, and Field I/F to all Foundation fieldbus and HART devices. Commercial installations: Over 625 PRM installations worldwide as of October 2007 since release in 2001. References: “Vigilance Taps Into PAM as Path to RPM,” ARC white paper, October 2003. “Yokogawa Unveils VigilantPlant: VigilantPlant Provides Path to OpX for Asset Management,” ARC white paper, January 2005. “VigilantPlant Path to Asset Excellence,” ARC white paper, February 2006. Ajmeri, A., “Operational Excellence Through Plant Asset Management System (PAM),” Proceedings of ISA, Chicago, October 2006. Licensor: Yokogawa Electric Corporation, headquarters in Tokyo, Japan, with regional headquarters in Singapore, Amersfoort, The Netherlands, and Newnan, Georgia. 138 I Select 316 at www.HydrocarbonProcessing.com/RS April 2008 HYDROCARBON PROCESSING Description: The Profit Suite Early Event Detection (EED) Toolkit, developed by Honeywell and the Abnormal Situation Management (ASM) Consortium, acts as an intelligent assistant to minimize the number and impact of abnormal situations that can result in serious safety, operational and economic issues for a processing plant. It does this by providing early awareness and a measured response to abnormal situations. Abnormal situations in a plant range from equipment-related faults and startup/shutdown-related problems, to major process upsets that all require human intervention. EED applications provide early indications of an incipient event or malfunction that is threatening key process functions essential for achieving reliability, safety, and quality and production goals. The EED Toolkit provides a statistical modeling and application environment to identify, localize and support reducing abnormal situations in processes and plant equipment. EED includes a decision-support component that helps identify and isolate the root cause of an event. Techniques for EED can be simple, such as operator-based alerts related to process variables or simple fault logic models, or algorithms for detecting valve nonlinearity or oscillation in the process. The Profit Suite EED Toolkit, developed by Honeywell and the ASM Consortium, was designed to allow early problem detection and enable a planned and measured response. Benefits/economics: Provides early detection of abnormal situations by: • Identifying equipment or process problems prior to the first alarm • Involving the operator in the fault localization and response selection to ensure the best knowledge and skills are applied • Reducing the number and impact of abnormal situations that occur by enabling earlier awareness and response • Allowing operation with reduced margin from optimum operating point by providing earlier detection of problems • Integrating with Honeywell’s Profit Suite for efficient deployment of applications on virtually any control system • Taking advantage of the statistical modeling capabilities of Profit Sensor Pro (Honeywell’s soft sensor modeling package) and the rich data import, visualization and manipulation tools of Profit Design Studio, simplifying development and deployment of EED models. Interfaces to: The EED Toolkit modeling software operates with Microsoft Windows NT and Microsoft Windows 2000. A Pentium II equivalent microprocessor or higher is recommended due to the computational requirements of this application. EED Toolkit online software and interface components run on Honeywell Experion Application Servers (EASs), TPS Application Nodes, as well as Microsoft Windows NT/Microsoft Windows 2000 platforms running embedded or Oracle-based PHD. Commercial installations: Information not available. References: Visit www.honeywell.com/ps for the latest news announcements and customer success stories. Licensor: Honeywell Process Solutions is headquartered in Phoenix, Arizona, and has offices around the world. Select 317 at www.HydrocarbonProcessing.com/RS man Ass or erf Materials manager re Process performance monitor ce Ass et et e ss ivene ect eness eff ffectiv Plann ing, log Production accounting Equipment condition monitor Effective, efficient alarm management y, p ilit c ion ut Sec uri ty, b lia isti cs ,e xe Asset Performance and Alarm Management 2008 Plan manager Performance manager Matrikon Suite Alarm manager Control performance monitor Downtime reporter Network security manager Operational insight Operations logbook Mo n itoring ance , reporting, compli Effective asset management Matrikon Asset Management solutions and products enable operations to predict asset failures and disruptions, plan and achieve optimized maintenance, and ensure the availability and integrity of all assets within a standards-based technology framework. The solutions: • Decrease maintenance costs • Reduce equipment damage • Ensure operational safety • Ensure industry and government compliance. Successful operations depend on the performance and continual availability of critical assets. These assets require frequent maintenance and to further complicate matters, the data systems that control and monitor these assets are also vulnerable. Asset performance must be monitored, maintenance must be effectively scheduled and processes must be secured. Equipment condition monitor: The Matrikon Equipment Condition Monitor reduces unscheduled downtime by predicting and preventing critical equipment failures and diagnosing the root causes of poor performance. On a single screen, it quantifies equipment health and identifies underperforming assets. Because equipment failure is predicted before incidents and hazards occur, maintenance costs are reduced and production quality and capacity increases. Process performance monitor: The Matrikon Process Performance Monitor predicts and prevents process failures and diagnoses the root causes of poor performance before they lead to process abnormalities and out-of-spec production. On a single screen, it identifies underperforming process units and imminent failures and performs accurate data analysis and interpretation. It allows drilling down into specific performance issues, while also directly benchmarking comparisons between local and remote unit operations. Downtime reporter: The Matrikon Downtime Reporter seamlessly integrates with existing plant systems to provide complete information and reporting on the cause and cost of missed opportunities or downtime. Analysis of these data allows decision makers to address and reduce lost opportunities to achieve sustainable improvements in productivity and ultimately reduce downtime. Network security manager: The Matrikon Security Manager is an integral component of an industry security program. Through a single console, ensure plant cyber-security and mitigate risk by monitoring, assessing, protecting and managing your security program. Manage workflow, generate compliance reports and enhance your ability to meet increasing regulatory pressures. Description: A process alarm is a signal to the operator that the control system has failed to keep the process within normal operating limits and that human intervention is necessary. Process alarms give operators an opportunity to return a process to a normal state, avoiding the costs of an emergency shutdown or equipment failure. Well-engineered alarms: • Allow adequate time to respond, including operator recognition and intervention, as well as process response time • Activate at a manageable frequency in the context of all demands on operator time • Inform the operator as to the probable causes and recommend corrective actions. Implementing a good alarm system is not an experimental concept. Structured application of generally accepted good engineering practices will create a perfectly viable process alarm design. The structure that guides the development and implementation of a good alarm system is called alarm management. The LogMate Alarm Management System from TiPS, Incorporated provides the technology to support an effective, efficient alarm management process: • Performance benchmarks (KPIs) can be established and monitored, triggering immediate notification when activity exceeds expected levels. • A master database of alarm settings can be protected using an integrated management of change system. • Operators can instantly jump from an alarm to a screen of advisory information such as probable causes and corrective actions. • An alarm design team can save time using the automated priority selection tool. An alarm replication process eliminates duplicate data entry and reduces configuration errors and inconsistency. LogMate uses industry-standard technologies such as ASP.NET and Microsoft SQL Server, to maximize security and simplicity. All LogMate tools are accessed through a standard Internet Explorer browser, streamlining user access. Benefits: A good alarm management program reduces incidents, excursions from normal, and unplanned shutdowns or outages. While preventing a single incident can recover the investment in alarm management, the continuous benefits are in the extended time in a normal operating state and enhanced ability to increase throughput and minimize environmental violations. Scalability: The LogMate system is a thin-client product, requiring only a single server to host the application. LogMate can scale from a single user to an enterprise-class product, and is in use at single-site facilities and in globally distributed manufacturing networks. Interfaces: LogMate collects alarm activity and configuration data via OPC and other methods, such as direct connections to databases or text files, network printer emulations, or direct to a printer port. LogMate is in use on virtually every known control system platform, including those from ABB, Emerson, GE Fanuc, Honeywell, Intellution, Invensys, Rockwell Automation, Siemens, Wonderware and Yokogawa. The data contained in a LogMate system are natively stored in Microsoft SQL Server, allowing administration using standard SQL Server tools. The data are not encrypted making them accessible to third-party reporting tools or enterprise management systems. Installations: LogMate was introduced as a commercial product in 1992. Over 1,000 installations have been sold worldwide, most following the introduction of the thin-client architecture in 2002. References are available for all industries and most countries. Licensor: TiPS, Incorporated, headquartered in Georgetown, Texas (Austin), with representatives in Canada, South America, Europe, Asia, Middle East, Africa and Australia. Commercial installations: Over 1,000 combined global installations. Licensor: Matrikon Inc., Edmonton, Alberta, Canada. 140 I Select 318 at www.HydrocarbonProcessing.com/RS April 2008 HYDROCARBON PROCESSING Select 319 at www.HydrocarbonProcessing.com/RS Asset Performance and Alarm Management 2008 First month baseline, No Visual MESA recommendations were implemented Second month baseline, Visual MESA recommendations gradually implemented by the operators Third month and beyond, Visual MESA recommendations continuously implemented by the operators 5,30 % > 2 MM €/year > 4% 6-3 27-2 20-2 13-2 6-2 30-1 23-1 16-1 9-1 2-1 1,19% 26-12 19-12 Savings/total energy costs, % 10 9 8 7 8 5 4 3 2 1 0 Day Energy efficiency watchdog system Objective: Visual MESA is a system that functions as an energy efficiency watchdog helping refineries and petrochemical plants keep their energy costs and utility equipment efficiencies optimized 24 × 7 × 365. This is achieved while operating within all equipment and emissions constraints. Application: Visual MESA has been designed to work online, connected to the plant data historian via OPC. It runs automatically at given intervals, typically every half hour, and solves the mass and energy balances, as well as the economics of the site-wide utilities (i.e., steam, fuel, electricity, etc.). It generates corresponding KPIs and makes them available for publishing on the user’s portal or intranet. Results can also be shared through built-in or customizable MS-Excel-based reports, HTML pages and MSVisio drawings. The complete topology of the utilities systems together with the site’s commodities contracts can be modeled in detail. The model is built within an MS-Visio-based GUI that allows dragging and dropping blocks from a Visual MESA customized stencil. Visual MESA benefits operators and engineers in four distinct areas: • Monitoring: By allowing tracking of equipment efficiencies, utilities’ imbalances and plant energy consumption indexes • Optimization: By calculating necessary actions for producing and consuming steam, fuel and power at lowest cost and by functioning as an advisory system in open-loop mode and an energy-RTO in closed-loop mode • “What if?” planning: Through predicting steam system response to proposed changes such as new equipment, plant expansions, process changes and shutdowns using either current, historical or user-defined data • Auditing, accounting and data validation: By alerting the user to measurement errors, leaks, model mismatches, etc. Economics: Visual MESA users have documented annual energy cost reductions on the order of 4% of their sites’ total energy bills. The chart above represents energy cost savings achieved in 2003 as a percentage of total energy cost at a 150-kbpd European refinery/olefins unit. Each point results from an automatic run of the Visual MESA “watchdog.” Energy costs were reduced by 4% or €2 MM per year with the use of Visual MESA. Commercial installations: Visual MESA has 34 installations worldwide. Companies that have presented results of successful implementations of Visual MESA at technical conferences include ExxonMobil, Repsol (Spain), Total (France), Sunoco, Air Liquide and Ineos, among others. Licensor: Visual MESA is licensed by Soteica Ideas and Technology LLC, Houston, Texas. Select 320 at www.HydrocarbonProcessing.com/RS Field device management Description: Honeywell’s Field Device Manager is a stand-alone configuration tool for HART devices that allows configurations to be managed, monitored and changed for a large number of HART devices. The Field Device Manager is based on the HART Communication Foundation (HCF) SDC 625 standard HART host and Device Descriptor (DD) IDE products. All HART device configuration settings can be accessed and changed. Field Device Manager also allows accessing and running HART device methods. Methods are short, step-by-step programs issuing sequenced commands to direct a device-related task. These methods are developed by the HART device vendor and are supplied as part of the Device Descriptor (DD) file. Field Device Manager uses unmodified vendor DD files for device configuration, management and diagnostics tasks. All functionality and features specified in the DD file are supported. Full access is available to all the device functions and features that are described in the DD. All device command types (Universal, Common-Practice and Device-Specific) are supported as the device vendor intended. Unlike other packages, Field Device Manager does not require additional files or programming to add support for new devices or to access device-specific features. Benefits/economics: • Field Device Manager is fully compliant with the HART open communications protocol and supports all Universal, Common-Practice and Device-Specific commands described in the vendor’s HART DD file. You can fully configure and support all device-specific parameters and methods for any HART device. • Field Device Manager takes advantage of smart instrumentation capabilities and works with any HART device so that plants can reap the maximum value from their operations. • It provides plant instrument technicians and maintenance personnel with an optimized environment that simplifies typical tasks associated with smart instruments—including configuration, diagnostics and maintenance. • Field Device Manager helps predict problems prior to them occurring, by unlocking the power within smart instrumentation and making it available, as well as provides full access to device parameters, configuration and diagnosis procedures. It also supports all parameters and methods of smart instruments. • Field Device Manager is fully integrated with Honeywell’s Experion platform, the foundation of the Experion Process Knowledge System (PKS). This deep level of integration provides greater accuracy and reliability between the process control system and field devices. • Field Device Manager can be used with any DCS/PLC system from any vendor since it provides the same features and functionality working with HART devices connected to hardware multiplexers. HART device configurations can be connected to Experion, a separate system such as Honeywell’s Safety Manager, or third-party PLCs and DCSs. Scalability: Field Device Manager is scalable to multiple servers, multiple clients and tens of thousands of devices. Interfaces to: Field Device Manager is fully integrated with the Experion (PKS). Field Device Manager can be used with other Honeywell systems such as TDC 2000/TDC3000, FSC, PMD or any other thirdparty distributed control system. Commercial installations: Information not available. References: Visit www.honeywell.com/ps for the latest news announcements and customer success stories. Licensor: Honeywell Process Solutions is headquartered in Phoenix, Arizona, and has offices around the world. Select 321 at www.HydrocarbonProcessing.com/RS HYDROCARBON PROCESSING April 2008 I 141 Asset Performance and Alarm Management 2008 Integrated alarm management Asset performance management RCM and FMEA Risk-based Reliability inspection analytics RCA Inspection Calibration Thickness mgmt. mgmt. monitoring Operator rounds Asset strategies Process data Engineering Metrics and scorecards Financial Description: Unplanned downtime results in over $20B of lost revenue each year. One of the most common causes of unplanned downtime is failure to respond effectively during plant disturbances and process upsets. Industry studies show that the average operator is being subjected to considerably more alarms (10X) than he/she can effectively process. With the proliferation of alarms and reduction in operating personnel, it is no wonder that alarm management is becoming such an important topic in the process industries. Today, some automation suppliers are providing integrated alarm management tools to minimize nuisance alarms and improve operator performance through shelving, suppression, smart alarming, online viewing of corrective actions and key performance indicators (KPIs). Inspection management Benefits/economics: Siemens SIMATIC PCS 7 has set a new industry standard for “out-of-the-box” alarm management capabilities, making it easier than ever to implement a proactive alarm management program. It has been designed to leverage industry best practices, as well as compliance with the most important published standards, such as EEMUA Publication 191 and NAMUR NA 102, in addition to the ISA’s evolving standard SP18.02. Description: Visual asset surveillance and inspection are critical elements to assessing asset condition and avoiding equipment failures. In addition, many inspection programs are mandated by regulatory agencies that can levy significant fines for noncompliance. Meridium’s Inspection Management module provides the capabilities to drive large- scale inspection programs and ensure statutory compliance. Inspection management allows asset owners and operators to manage inspection plans, document the condition of an asset and track inspection recommendations to closure. As an integrated component of the APM suite, inspection management provides the methodology for program execution as well as key capabilities to optimize the inspection program through risk assessments and analytical evaluation of equipment performance and condition. Scalability: • Alarm suppression by tag or process area with a dedicated display showing all suppressed alarms • Ability to add operator comments to the historical alarm log • Ability to configure corrective actions and document operational best practices for online viewing by the operator • Identify and correct “nuisance” alarms by analyzing a built-in alarm frequency display • Compare actual performance to KPIs (such as number of alarms active for > 24 hr) • State-based “smart” alarming as shown in Table 1 • Alarm “shelving.” Strategic approach/goals: The biggest benefit of an integrated technology software solution is that organizations can now react much more dynamically to changing plant conditions than was previously possible. Meridium’s integrated APM initiative provides: • KPIs enabling identification of improvement opportunities • Automated technical analysis to identify and predict failure occurrence and cause • Supports development and continuous improvement of operational, surveillance, maintenance and design strategies based upon best practices, operational history and fact-based decision support • Drives strategies back to execution systems to close the loop and continuously improve asset performance across the enterprise. Table 1. Characteristics of good alarms/alarm system (Ref. 1) Spreadsheets/ databases CMMS Legacy systems Handhelds Interfaces: Meridium leverages critical asset performance data from ERP, CMMS, DCS and other systems, including interfaces to SAP, IBM Maximo, Indus Passport, INOVx and Fluke analyzers, among others. Scalability: Meridium can be used to improve reliability of a single component at a single plant, but the true value potential lies in implementing an APM solution across the plant and throughout the enterprise. For global companies, Meridium can be implemented enterprise wide to allow easy transfer of information across departments, plants and the entire company. Economics/benefits: Inspection management, when used in conjunction with a comprehensive APM program, conservatively yields benefits of approximately $4 million per year for a typical 100-Mbpd refinery. Benefit areas include reductions in lost profit opportunity costs, avoiding abnormal incidents, staff productivity improvements, reductions in the maintenance budget, etc.1 Commercial installations: Meridium has been licensed at over 880 sites in 70 countries, including clients in the refining, chemicals, power, mining and consumer packaged goods industries. Relevant: Not spurious or of low operational value Unique: Not duplicating another alarm Timely: Not long before a response is needed or too late to do anything Prioritized: Indicating the importance that the operator deal with the problem Understandable: Having a message that is clear and understandable Diagnostic: Identifies the problem that has occurred Advisory: Indicates the action that should be taken (corrective response) Focusing: Draws attention to the most important issues Economics/benefits: All of the above capabilities are directly integrated into PCS 7’s HMI and engineering system, reducing the time and effort for configuration. This integration provides simple access information at the touch of a button from any HMI console in the system. Most of PCS 7’s alarm management tools can also be layered on top of third-party controllers, providing additional benefits for all of your existing nonSiemens equipment. Commercial installations: Over 2,500 PCS 7 alarm management installations worldwide with close to 100 in the US. Reference: “Five Techniques for Preventing Unplanned Downtime,” Siemens, June 2006. Licensor: Siemens AG, Munich, Germany. Reference: 1 “Quantifying the ROI of an asset performance management program,” Hydrocarbon Processing, May 2007. Licensor: Meridium, Inc. with offices in Roanoke, Virginia, US; Houston, Texas, US; Dubai, UAE; Walldorf, Germany; and Perth, Australia. 142 I Select 322 at www.HydrocarbonProcessing.com/RS April 2008 HYDROCARBON PROCESSING Select 323 at www.HydrocarbonProcessing.com/RS Asset Performance and Alarm Management 2008 Alarm system Sensors SIS Monitor BPCS HMI Historian logger I/O Final control elements I/O Panel Operator Alternate HMI Interface Process Automation and safety systems Integrated SIS alarm management Description: For many years, the concept of keeping your basic process control system (BPCS) separate and independent from your safety instrumented system (SIS) has been widely accepted. However, global economics (getting more from less) and the update of process safety standards (i.e., ISA 84.00.01-2004) are having plants reconsider their position. One of the potential benefits of an integrated approach is the ability to better couple your plant’s SIS alarms to your plant’s operator screens. In the past, passing critical data between separate systems was difficult enough; passing noncritical (yet important) system status and alarms was almost impossible. The integrated approach makes all of this much more manageable than ever before. Strategic approach/goals: In the process automation sector, it is apparent that alarm systems are becoming more and more complex. Alarm management systems are faced with managing and displaying information from historically separate and independent systems (e.g., PLCs, motor controls, alarm panels and safety interlock systems, etc.). The alarm system also must include a mechanism for transmitting the alarm to the interface where it is indicated to the operator. Depending upon the complexity of the application, the alarm system may also include many other features such as alarm logging and transmission to remote operators. Other functions outside the alarm system are important to alarm system effectiveness. Interfaces: The process industry has historically used separate systems for process and safety control for simple technological reasons. One of the benefits of having separate systems and using different technologies was that it provided protection against common-cause failures (where one problem makes multiple devices or systems fail). For years, there has been this intangible benefit that different was just better. Over the past few years, system automation suppliers have been offering both BPCS and safety systems. One of the biggest benefits for end users for choosing a single automation supplier is the ability to provide seamless data integration between traditionally diverse and disparate systems. While not all suppliers offer the same level of integration, generally there are three recognized levels of integration: interfaced, integrated and common. Economics/benefits: The main benefit for any integration level is having the capability to share data from one platform to another. Where the only potential trade-off for integrating is the loss claiming additional risk reduction that the BPCS is offered as a separate and independent layer. In most cases, however, this might be insignificant since most integrated SIS systems offer extremely high risk reduction capabilities. Historically, alarm management was one of the most undervalued and underutilized assets of process automation systems. Today, as plant operators struggle to comply with process safety standards, they will realize the benefits these integrated systems provide. Commercial installations: The Simatic PCS 7 integrated process control and safety system from Siemens is being utilized in close to 100 installations throughout the US. References: Fialkowski, Charles “Does Your DCS Alarm Management System Know About Your SIS?” ISA Safety Conference, 2006. Intelligent alarm rationalization Description: Advanced Alarm Administrator Suite (AAASuite) is an intelligent alarm rationalization software solution designed to optimize and enhance process alarms triggered by control systems. AAASuite improves operator performance by providing timely notification of only necessary alarms as well as providing active alarm rationalization, suppression and diagnostic functions to assist in preventing alarm overload. AAASuite helps avoid potential safety or environmental incidents due to alarm overload and helps to reduce the possibility of missing critical alarms. It also helps capture critical events during plant upsets without being overwhelmed by nuisance alarms, and relieves operators from tedious, repetitive tasks giving operators more time to focus on process problems. Strategic approach/goals: Ideally, alarms should be systematically and uniformly distributed at the transition points between normal, upset and shutdown plant statuses so that operators are notified in a timely manner and only when necessary. AAASuite automatically detects typical nuisance alarms and notifies both the alarm causes and the required corrective measures to operators. Typical nuisance alarms such as repeating HI/LO alarms caused by improper alarm settings and chattering HI/LO alarms caused by improper PID parameter settings can be automatically detected. When the process status changes in such a way that unnecessary alarms no longer occur, AAASuite automatically lifts this alarm suppression. AAASuite stores the optimal alarm settings and automatically downloads the required settings to the control system when a plant startup, shutdown, product grade changeover or process load change occurs. Furthermore, when operators change alarm settings during plant operation, the new settings will be automatically uploaded to the AAASuite database the next time there is a change in the operating conditions. Interfaces: AAASuite currently interfaces to Yokogawa’s CENTUM process control systems through OPC. Subsequent releases will allow communication to other process control systems. Economics/benefits: Benefits can be classified into two areas: savings per year attributed to increased operator efficiency through workload reduction and to increased stability of the process units. Commercial installations: More than 100 installations globally. References: Alarm Systems: A Guide to Design, Management and Procurement, Publication No. 191, Edition 2, The Engineering Equipment and Materials Users’ Association (EEMUA), 2007, London, England. “Yokogawa Unveils VigilantPlant: VigilantPlant Alarm Management Strategies,” ARC white paper, January 2005. Blaesi, J., “No Alarm–No Manipulation: Operation Improvement for Plant Stability,” Proceedings of the Texas A&M Instrumentation Symposium, January 2004. Licensor: Yokogawa Electric Corporation, headquarters in Tokyo, Japan, with regional headquarters in Singapore, Amersfoort, The Netherlands, and Newnan, Georgia. Licensor: Siemens AG, Munich, Germany. Select 324 at www.HydrocarbonProcessing.com/RS Select 325 at www.HydrocarbonProcessing.com/RS HYDROCARBON PROCESSING April 2008 I 143 Asset Performance and Alarm Management 2008 Automation Enterprise resource planning (ERP level) Maintenance Enterprise asset management system Manufacturing execution systems (MES level) MES maintenance operations Controls (process and field level) Plant asset management Plant automation and maintenance in process engineering Intelligent asset management Description: Plant operation ensures the desired products are produced with the appropriate quality, in the defined quantity, at a specified time and with minimum resources with respect to personnel, raw materials, energy, costs, etc. Maintenance or plant engineers are responsible for guaranteeing high plant availability with minimum use of personnel, material, energy, costs, etc. The plant operator is mainly interested in information concerning the process, whereas the maintenance engineer requires information on the state of the production equipment. SIMATIC PCS 7 permits a clear division of information between plant operators and maintenance engineers as the user groups. This socalled plant asset management reduces the scope of information for each of these user groups to the amount required for the respective task. At the same time, the availability and reliability of the information for the plant operator and the quality of operator interventions are improved. This increases production equipment availability. Strategy: An intelligent asset management system maximizes the economic value of plant assets by helping you reduce unplanned downtime and efficiently use maintenance dollars. Successful asset maintenance requires an intelligent management strategy to optimize performance of your process control system assets. Interfaces: SIMATIC PCS 7 provides interfaces to various process automation equipment such as: valves and transmitters, computers, networking equipment, drives and motors, plant components (pumps and heat exchangers), controllers, and I/Os and process analyzers. Scalability: SIMATIC PCS 7 enables you to implement different maintenance strategies depending on whether responses to failures or preventive actions are required. • Corrective maintenance strategies are followed when a fault has occurred. For example, failures occurred in this case are minimized in a redundant plant design. • Preventive strategies allow you to complete maintenance measures before faults occur, preventing unplanned downtimes. Preventive strategies can be implemented by the following three ways: 1. Time-based measures, such as regular maintenance activities 2. Condition-based measure that are initiated depending on the degree of wear 3. Predictive measures that can recognize problems early and provide you with information on the remaining service. Commercial installations: Over 2,500 PCS 7 asset management installations worldwide and close to 100 in the US. Reference: “Optimizing Energy Consumption and Improving Operational Efficiency Through the Use of Smart MCCs in Process Automation Systems,” Siemens 2007. Licensor: Siemens AG, Munich, Germany. 144 I Select 326 at www.HydrocarbonProcessing.com/RS April 2008 HYDROCARBON PROCESSING Management of all plant assets Description: Emerson’s AMS Suite is a family of best-in-class diagnostic software applications that enables you to detect plant equipment problems before they occur. AMS Suite provides real-time information to enable effective decision support for mechanical and process assets or instruments and valves. • AMS Suite: Asset Portal—AMS Asset Portal provides an enterprisewide view of asset health in a single Web browser. With AMS Asset Portal, your operations, maintenance and management teams have individualized views of prioritized predictive diagnostics. AMS Asset Portal also allows you to define rules and policies on your asset alerts to trigger work notifications in your enterprise asset management (EAM) system. These automated work notifications streamline maintenance procedures and eliminate the need to manually create work orders for critical assets. • AMS Suite: Machinery Health Manager—AMS Machinery Manager integrates condition monitoring from multiple predictive maintenance technologies, including vibration analysis, oil analysis, infrared thermography, motor diagnostics, ultrasonic detection, and laser alignment and balancing, to provide a complete picture of machinery health. • AMS Suite: Equipment Performance Monitor—AMS Performance Monitor provides key performance indicators based on comparing current mechanical and process equipment equipment performance to performance at design conditions. • AMS Suite: Intelligent Device Manager—AMS Device Manager provides predictive diagnostics from your HART and Foundation fieldbus field devices. With AMS Device Manager, you can also commission and configure instruments and valves, monitor status and alerts, troubleshoot directly from the control room or maintenance shop computer, review current and historical events, manage calibration and automatically document activities. Benefits/economics: Customers have discovered that AMS Suite delivers on its promise to improve plant availability and performance: • $1.5 M/year operations savings—Shell • 80%/year valve maintenance savings—Chevron Texaco • Increased throughput by 120,000 barrels/day—gasoline and petroleum refinery • 60% reduction in compressor operations costs—Petrolera Ameriven • Reduced downtime saves $10.1 M—Rompetrol. Scalability: AMS Suite is available as a complete package or each application can be purchased individually. Applications are licensed by tag count, so it is scalable to meet each customer’s needs. Interfaces to: SAP and MAXIMO. Commercial installations: Approximately 14,000 worldwide. References: Article: “Act, don’t react, for greater asset optimization” (URL link: http://www.emersonprocess.com/home/library/articles/ plantengr/plantengr0708_assetoptimization.pdf ). Licensor: Emerson Process Management, US headquarters in Austin, Texas. Major project execution and support organizations around the globe. Select 327 at www.HydrocarbonProcessing.com/RS Asset Performance and Alarm Management 2008 Operations Unit yields and profitability Troubleshooting Bad instrument location Measure I Simulation aly ze Reconciled daily reports mp rove Consistent information An Plant design Revamp What-if analysis Material balance reconciliation Description: The Material Balance Module (MBM) turns real-time process data, which is subject to random error, bias and gross error, into consistent and reliable information about the plant. Communicating directly with IT plant infrastructure allows the MBM to automate the reconciliation runs without manual input making the MBM an automated, low-maintenance solution. The MBM incorporates industry-proven reconciliation methodologies within a flowsheeting environment to provide daily material balances around each unit in the plant. This information can be used to identify faulty flow instrumentation and aid in pinpointing material loss locations for corrective action. The Invensys Material Balance Module is a component of the Automated Rigorous Performance Monitoring (ARPM) solution from Invensys’ SimSci-Esscor unit. Benefits/economics: • Increase profitability through early detection of gross meter errors and more consistent data for planning and yield accounting • Increase reliability by pinpointing problematic meters for service • Increase productivity by ensuring maintenance of problematic meters • Reduce engineering workload through automation of all program features including: data retrieval, data reconciliation and reporting • Improve safety by pinpointing material loss locations. Applications: • Producing daily material balances around major units in a process to identify faulty meters • Operations and turnaround decision support • Loss prevention and accurate throughput monitoring • Obtaining consistent data for LP updates and yield accounting • Accident and shutdown avoidance by identifying gross errors in instrumentation before they trigger any alarms • Efficiently setting maintenance schedules for flow instrumentation. Scalability: The MBM is a simple representation of the plant’s stream and units for material balance purposes. The model can be scaled up within the same graphical user interface to incorporate more rigorous heat and material balance to allow the model to be used for online performance monitoring and operations decisions support or advanced closed-loop optimization or real-time enterprise control. Interfaces: The External Data Interface (EDI) subsystem of MBM enables direct drag-and-drop retrieval of process and economic information from numerous sources, including the DCS, laboratory and data historians. EDI has embedded direct interfaces to InFusion Historian, PHD and PI historians, and also supports standard data transfer protocols such as ODBC and OPC. Commercial installations: Although the Material Balance Module has been on the market for only a short time, there are already four installations. Reference: “Refinery-wide Data Reconciliation Case Study: Operational Decision Support Based on Reconciled Data,” NPRA 2007 Q&A & Technology Forum Show Daily, Oct. 2007, Mike Cronkwright and Gerald Frey, Shell Canada, and Scott Brown and Harpreet Gulati, Invensys SimSci-Esscor. Licensor: Invensys Process Systems with consulting, sales and project management professionals in offices worldwide. Select 328 at www.HydrocarbonProcessing.com/RS Asset performance management RCM and FMEA Risk-based Reliability inspection analytics RCA Inspection Calibration Thickness mgmt. mgmt. monitoring Operator rounds Asset strategies Process data Spreadsheets/ databases Engineering CMMS Metrics and scorecards Financial Legacy systems Handhelds Metrics and scorecards Description: The cornerstone of any performance improvement program is defining and implementing a measurement system to document actual progress against strategic goals. In the context of an asset performance management (APM) initiative, measuring the output, costs, failure rates and compliance of production assets is key to understanding how an asset is performing relative to the overall strategy. With clear visibility of poorly performing equipment and strategies, asset owners can implement, monitor and continually improve best practices to optimize utilization and costs. Strategic approach/goals: The biggest benefit of an integrated technology software solution is that organizations can now react much more dynamically to changing plant conditions than was previously possible. Meridium’s integrated APM initiative provides: • KPIs enabling identification of improvement opportunities • Automated technical analysis to identify and predict failure occurrence and cause • Supports development and continuous improvement of operational, surveillance, maintenance and design strategies based upon best practices, operational history and fact-based decision support • Drives strategies back to execution systems to close the loop and continuously improve asset performance across the enterprise. Interfaces: Meridium APM leverages critical asset performance data from ERP, CMMS, DCS and other systems, including interfaces to SAP, IBM Maximo, Indus Passport, Inovx and Fluke analyzers, among others. Scalability: Meridium can be used to improve reliability of a single component at a single plant, but the true value potential lies in implementing an APM solution across the plant and throughout the enterprise. For global companies, Meridium can be implemented enterprise wide to allow easy transfer of information across departments, plants and the entire company. Economics/benefits: Metrics and Scorecards, when used in conjunction with a comprehensive APM program, conservatively yields benefits of approximately $4 million per year for a typical 100 Mbpd refinery. Benefit areas include reductions in lost profit opportunity costs, avoiding abnormal incidents, staff productivity improvements, and reductions in the maintenance budget, etc.1 Commercial installations: Meridium has been licensed at more than over 880 sites in 70 countries, including clients in the refining, chemicals, power, mining and consumer packaged goods industries. Reference: 1 “Quantifying the ROI of an Asset Performance Management Program,” Hydrocarbon Processing, May 2007. Licensor: Meridium, Inc. with offices in Roanoke, Virginia, US; Houston, Texas, US; Dubai, UAE; Walldorf, Germany; and Perth, Australia. Select 329 at www.HydrocarbonProcessing.com/RS HYDROCARBON PROCESSING April 2008 I 145 Asset Performance and Alarm Management 2008 Operator alerts Description: Honeywell’s UserAlert software allows plant operators to be notified of selected conditions in the process, thereby freeing them from tedious monitoring tasks as well as heading off situations before they turn into alarms. UserAlert helps to reduce alarm flooding during emergencies by offloading alerts and notifications, identified as lower priority than alarms, to a separate system. UserAlert can also notify other plant personnel of situations using its monitor client, or it can forward those notifications as e-mail messages or pages. UserAlert can be operator configured, and can satisfy short-term needs without the formality of management of change and committee review. Benefits/economics: • Reduces the number and impact of abnormal situations by providing early detection of abnormal situations, thereby improving the likelihood of minimizing the impact of that situation • Reduces the likelihood of alarm floods by offloading alerts and notifications that are lower priority than alarms to a separate system • Provides notification of other plant personnel through its monitor client, e-mails and pagers, allowing them to monitor the system without impacting the alarm system • Works with the Experion Process Knowledge System (PKS) Enterprise Model, assuring a common reference model for users and enabling knowledge (the alert conditions and activities) along with all other plant knowledge to be aggregated with a specific asset • Works with the boundary information recorded in the Alarm Configuration Manager to assure consistent use of boundaries throughout the plant. Scalability: UserAlert is scalable to 10,000 conditions per minute per the UserAlert Manager server. Interfaces to: UserAlert uses OLE for Process Control (OPC) Data Access (DA) communications to monitor values. Any standard OPC DA 1.0 server may be monitored. It has been validated with the Experion R210, the TPN R651 and the Uniformance R202 servers. Commercial installations: Information not available. References: Visit www.honeywell.com/ps for the latest news announcements and customer success stories. Licensor: Honeywell Process Solutions is headquartered in Phoenix, Arizona, and has offices around the world. Asset performance management RCM and FMEA Risk-based Reliability inspection analytics RCA Inspection Calibration Thickness mgmt. mgmt. monitoring Operator rounds Asset strategies Process data Spreadsheets/ databases Engineering CMMS Metrics and scorecards Financial Legacy systems Handhelds Operator rounds management Description: Ensuring that operators are monitoring critical equipment and capturing the appropriate data are fundamental to managing equipment reliability. Meridium’s Operator Rounds module puts the power of Meridium in the hands of equipment operators through a handheld application that lets them execute aspects of the asset strategy by monitoring equipment performance and capturing condition data electronically in the field. Meridium integrates equipment strategies into day-to-day operations and surveillance programs and facilitates the efficient assessment and quantification of asset performance. Strategic approach/goals: The biggest benefit of an integrated technology software solution is that organizations can now react much more dynamically to changing plant conditions than was previously possible. A Meridium’s integrated APM initiative provides: • KPIs enabling identification of improvement opportunities • Automated technical analysis to identify and predict failure occurrence and cause • Supports development and continuous improvement of operational, surveillance, maintenance and design strategies based upon best practices, operational history and fact-based decision support • Drives strategies back to execution systems to close the loop and continuously improve asset performance across the enterprise. Interfaces: Meridium APM leverages critical asset performance data from ERP, CMMS, DCS and other systems, including interfaces to SAP, IBM Maximo, Indus Passport, Inovx and Fluke analyzers, among others. Scalability: Meridium can be used to improve the reliability of a single component at a single plant, but the true value potential lies in implementing an APM solution across the plant and throughout the enterprise. For global companies, Meridium can be implemented enterprise wide to allow easy transfer of information across departments, plants and the entire company. Economics/benefits: Operator Rounds, when used in conjunction with a comprehensive APM program, conservatively yields benefits of approximately $4 million per year for a typical 100-Mbpd refinery. Benefit areas include reductions in lost profit opportunity costs, avoidance of abnormal incidents, staff productivity improvements, reductions in the maintenance budget, etc.1 Commercial installations: Meridium has been licensed at over 880 sites in 70 countries, including the refining, chemicals, power, mining and consumer packaged goods industries. Reference: 1 “Quantifying the ROI of an Asset Performance Management Program,” Hydrocarbon Processing, May 2007. Licensor: Meridium, Inc. with offices in Roanoke, Virginia, US; Houston, Texas, US; Dubai, UAE; Walldorf, Germany; and Perth, Australia. 146 I Select 330 at www.HydrocarbonProcessing.com/RS April 2008 HYDROCARBON PROCESSING Select 331 at www.HydrocarbonProcessing.com/RS Written by Carl L. Yaws, World’s Leading Authority on Chemical Engineering Asset performance management RCM and FMEA Risk-based Reliability inspection analytics RCA Inspection Calibration Thickness mgmt. mgmt. monitoring Operator rounds Asset strategies Process data Spreadsheets/ databases Engineering CMMS Metrics and scorecards Financial Legacy systems Handhelds RCM and FMEA Description: Equipment failure prevention can be successful only if the implemented strategies address the underlying cause of equipment failures. After failure modes are well understood, their effects can be assessed, and recommendations can be made for ways to prevent potential failures and avoid the consequences. Meridium’s Reliability-Centered Maintenance (RCM) and Failure Modes and Effects Analysis (FMEA) module enables companies to conduct rigorous analysis of individual assets and entire systems for the purpose of identifying the causes of potential failures and then implementing strategies to prevent failures from occurring. RCM and FMEA analysis serves as a powerful mechanism for developing an in-depth understanding of equipment functions and failures. Strategic approach/goals: The biggest benefit of an integrated technology software solution is that organizations can now react much more dynamically to changing plant conditions than was previously possible. Meridium integrated APM initiative provides: • KPIs enabling identification of improvement opportunities • Automated technical analysis to identify and predict failure occurrence and cause • Supports development and continuous improvement of operational, surveillance, maintenance and design strategies based upon best practices, operational history and fact-based decision support • Drives strategies back to execution systems to close the loop and continuously improve asset performance across the enterprise. 812 pages/Hardcover/Pub date: Nov. 2005 ISBN-13: 978-0-9765-1137-3 $195.00 US* 784 pages/Hardcover/Pub date: Jan. 2007 ISBN-13: 978-1-9337-6207-4 $195.00 US* Interfaces: Meridium leverages critical asset performance data from ERP, CMMS, DCS and other systems, including interfaces to SAP, IBM Maximo, Indus Passport, Inovx and Fluke analyzers, among others. Scalability: Meridium can be used to improve reliability of a single component at a single plant, but the true value potential lies in implementing an APM solution across the plant and throughout the enterprise. For global companies, Meridium can be implemented enterprise wide to allow easy transfer of information from department to department, plant to plant, across the organization. Economics/benefits: RCM and FMEA, when used in conjunction with a comprehensive APM program, conservatively yield benefits of approximately $4 million per year for a typical 100-Mbpd refinery. Benefit areas include reductions in lost profit opportunity costs, avoidance of abnormal incidents, staff productivity improvements, reductions in the maintenance budget, etc.1 Commercial installations: Meridium has been licensed at over 880 sites in 70 countries, including clients in the refining, chemicals, power, mining and consumer packaged goods industries. Reference: 1 “Quantifying the ROI of an Asset Performance Management Program,” Hydrocarbon Processing, May 2007. Licensor: Meridium, Inc. with offices in Roanoke, Virginia, US; Houston, Texas, US; Dubai, UAE; Walldorf, Germany; and Perth, Australia. 200 pages/Hardcover/Pub date: Nov. 2007 ISBN-13: 978-1-9337-6210-4 $175.00 US* Gulf Publishing Company www.GPCBooks.com Phone: +1 713-529-4301 l Fax: +1 713-520-4433 *Applicable tax, shipping and handling apply Select 332 at www.HydrocarbonProcessing.com/RS HYDROCARBON PROCESSING April 2008 I 147 Asset Performance and Alarm Management 2008 Asset performance management RCM and FMEA Risk-based Reliability inspection analytics RCA Inspection Calibration Thickness mgmt. mgmt. monitoring Operator rounds Asset strategies Process data Real-time financial performance Description: The Invensys Real-time Finance packaged composite application (PCA) synchs business intelligence from plant floor control systems with enterprise business systems. The Real-Time Finance PCA provides managers and executives with clear, instantaneous information about production-related financial performance so they can manage tradeoffs between asset availability and utilization. It provides plant managers, operators, engineers and maintenance personnel with performance information so that they can make corrective process adjustments in real time. Conventional technologies intended to integrate plant floor and enterprise financial systems only provide information in weekly or monthly aggregates. Enabling technologies include SAP NetWeaver, SAP MII (Manufacturing Integration and Intelligence) and Invensys’ open, standards-based ArchestrA technology. Connected to the MII, the Real-time Finance PCA links into the SAP ERP environment in the SAP/R3 product. Benefits/economics: • Greater levels of visibility of production-related financial performance • Timely, clear real-time information • Improved alignment of operations and business objectives • Immediate determination of consequences from business and production process actions • Increased manufacturer responsiveness and agility • Reduced integration costs for connecting the plant or shop floor to enterprise solutions Strategic approach: With SAP PCA Certified status, Invensys delivers true enterprise service-oriented architecture (enterprise SOA), following the principles and standards of SAP’s composite architectural guidelines. The Real-time Finance PCA reuses, integrates and orchestrates functionalities from existing applications in the context of an enterprise SOA, needing only selective development of new functionality where needed to fill gaps. This PCA operates with Invensys’ InFusion Enterprise Control System, with which most existing plant floor and enterprise systems can now be cost-effectively integrated into a common system. Scalability: The Real-time Finance PCA scales from a single-solution factory environment up through the enterprise. Interfaces: The Invensys Real-time Finance PCA plugs into any industrial automation and IT infrastructure. It provides standards-based interoperability between SAP business applications and Invensys’ InFusion Enterprise Control System. Commercial installations: The Real-time Finance PCA is available as an add-on to the InFusion Enterprise Control System or the ArchestrA automation platform which together represent more than 350 sites worldwide. More than 50 of these implement related Real-Time Accounting and Real-Time Finance applications. Reference: “BASF plugs naphtha cracker units into the market,” Process Engineering Online, October 8, 2007. Spreadsheets/ databases Engineering CMMS Metrics and scorecards Financial Legacy systems Handhelds Reliability analytics Description: Understanding the failure/repair characteristics of plant equipment or a system of plant assets and their associated costs is a critical component of any comprehensive asset performance management (APM) program. Meridium’s Reliability Analytics solution provides the ability to understand the failure/repair characteristics of a single asset or the reliability characteristics of a complete system of assets. Using near real-time data allows these analyses to remain evergreen as plant conditions change. Meridium can model a system of assets, a production unit or a complete facility. Simulations can be performed to understand future availability and to compare the cost/benefit of different asset configurations, maintenance strategies or equipment reliability characteristics. Strategic approach/goals: The biggest benefit of an integrated technology software solution is that organizations can now react much more dynamically to changing plant conditions than was previously possible. Meridium’s integrated APM initiative provides: • KPIs enabling identification of improvement opportunities • Automated technical analysis to identify and predict failure occurrence and cause • Supports development and continuous improvement of operational, surveillance, maintenance and design strategies based upon best practices, operational history and fact-based decision support • Drives strategies back to execution systems to close the loop and continuously improve asset performance across the enterprise. Interfaces: Meridium leverages critical asset performance data from ERP, CMMS, DCS and other systems, including interfaces to SAP, IBM Maximo, Indus Passport, Inovx and Fluke analyzers, among others. Scalability: Meridium can be used to improve reliability of a single component at a single plant, but the true value potential lies in implementing an APM solution across the plant and throughout the enterprise. For global companies, Meridium can be implemented enterprise wide to allow easy transfer of information across departments, plants and the entire company. Economics/benefits: Reliability analytics, when used in conjunction with a comprehensive APM program, conservatively yields benefits of approximately $4 million per year for a typical 100-Mbpd refinery. Benefit areas include reductions in lost profit opportunity costs, avoiding abnormal incidents, staff productivity improvements, reductions in the maintenance budget, etc.1 Commercial installations: Meridium has been licensed at over 880 sites in 70 countries, including the refining, chemicals, power, mining and consumer packaged goods industries. Reference: 1 “Quantifying the ROI of an Asset Performance Management Program,” Hydrocarbon Processing, May 2007. Licensor: Invensys Process Systems with consulting, sales and project management professionals in offices worldwide. Licensor: Meridium, Inc. with offices in Roanoke, Virginia, US; Houston, Texas, US; Dubai, UAE; Walldorf, Germany; and Perth, Australia. Select 333 at www.HydrocarbonProcessing.com/RS Select 334 at www.HydrocarbonProcessing.com/RS 148 I April 2008 HYDROCARBON PROCESSING Asset Performance and Alarm Management 2008 Asset performance management RCM and FMEA Risk-based Reliability inspection analytics RCA Inspection Calibration Thickness mgmt. mgmt. monitoring Operator rounds Asset strategies Process data Spreadsheets/ databases Asset performance management Engineering CMMS RCM and FMEA Metrics and scorecards Financial Legacy systems Handhelds Risk-based Reliability inspection analytics RCA Inspection Calibration Thickness mgmt. mgmt. monitoring Operator rounds Asset strategies Process data Spreadsheets/ databases Engineering CMMS Metrics and scorecards Financial Legacy systems Handhelds Risk-based inspection Root-cause analysis Description: Through quantitative analysis of failure risk, inspection activities can be optimized to ensure resources are allocated to monitor the right equipment at the right time. Meridium provides a complete RBI work process that allows for documenting corrosion circuits, damage mechanisms and the associated risk analysis. The risk analysis can be provided by Meridium’s integrated Criticality Calculator (based upon API 580 standards) or by other popular industry criticality calculators through supported interfaces. Meridium’s RBI module provides the critical work processes to not only calculate risk but also to ensure that inspection strategies are evaluated as equipment condition changes, ensuring an evergreen program. Description: Unplanned downtime and the inability to meet planned production rates due to failures result in higher cost, increased risk and lower profits. Applying root-cause analysis (RCA) techniques will help equipment owners better understand the underlying causes of failures and use that information to prevent future occurrences. Meridium’s Root-Cause Analysis module offers a systematic approach for determining the root causes of failures and developing meaningful recommendations to eliminate or reduce the impact of those events. Strategic approach/goals: The biggest benefit of an integrated technology software solution is that organizations can now react much more dynamically to changing plant conditions than was previously possible. Meridium integrated APM initiative provides: • KPIs enabling identification of improvement opportunities • Automated technical analysis to identify and predict failure occurrence and cause • Supports development and continuous improvement of operational, surveillance, maintenance and design strategies based upon best practices, operational history and fact-based decision support • Drives strategies back to execution systems to close the loop and continuously improve asset performance across the enterprise. Interfaces: Meridium leverages critical asset performance data from ERP, CMMS, DCS and other systems, including interfaces to SAP, IBM Maximo, Indus Passport, Inovx and Fluke analyzers, among others. Scalability. Meridium can be used to improve reliability of a single component at a single plant, but the true value potential lies in implementing an APM solution across the plant and throughout the enterprise. For global companies, Meridium can be implemented enterprise wide to allow easy transfer of information across departments, plants and the entire company. Economics/benefits: RBI, when used in conjunction with a comprehensive APM program, conservatively yields benefits of approximately $4 million per year for a typical 100-Mbpd refinery. Benefit areas include reductions in lost profit opportunity costs, avoiding abnormal incidents, staff productivity improvements, reductions in the maintenance budget, etc.1 Commercial installations: Meridium solution has been licensed at over 880 sites in 70 countries, including clients in the refining, chemicals, power, mining and consumer packaged goods industries. Strategic approach/goals: The biggest benefit of an integrated technology software solution is that organizations can now react much more dynamically to changing plant conditions than was previously possible. Meridium’s integrated APM initiative provides: • Key performance indicators enabling identifying improvement opportunities • Automated technical analysis to identify and predict failure occurrence and cause • Supports development and continuous improvement of operational, surveillance, maintenance and design strategies based upon best practices, operational history and fact-based decision support • Drives strategies back to execution systems to close the loop and continuously improve asset performance across the enterprise. Interfaces: Meridium leverages critical asset performance data from ERP, CMMS, DCS and other systems, including interfaces to SAP, IBM Maximo, Indus Passport, Inovx and Fluke analyzers, among others. Scalability: Meridium can be used to improve reliability of a single component at a single plant, but the true value potential lies in implementing an APM solution across the plant and throughout the enterprise. For global companies, Meridium can be implemented enterprise wide to allow easy transfer of information across departments, plants and the entire company. Economics/benefits: Root-cause analysis, when used in conjunction with a comprehensive APM program, conservatively yields benefits of approximately $4 million per year for a typical 100-Mbpd refinery. Benefit areas include reductions in lost profit opportunity costs, avoiding abnormal incidents, staff productivity improvements, reductions in the maintenance budget, etc.1 Commercial installations: Meridium has been licensed at over 880 sites in 70 countries, including the refining, chemicals, power, mining and consumer packaged goods industries. Reference: 1 “Quantifying the ROI of an Asset Performance Management Program,” Hydrocarbon Processing, May 2007. Reference: 1 “Quantifying the ROI of an Asset Performance Management Program,” Hydrocarbon Processing, May 2007. Licensor: Meridium, Inc. with offices in Roanoke, Virginia, US; Houston, Texas, US; Dubai, UAE; Walldorf, Germany; and Perth, Australia. Licensor: Meridium, Inc. with offices in Roanoke, Virginia, US; Houston, Texas, US; Dubai, UAE; Walldorf, Germany; and Perth, Australia. Select 335 at www.HydrocarbonProcessing.com/RS Select 336 at www.HydrocarbonProcessing.com/RS HYDROCARBON PROCESSING April 2008 I 149 Asset Performance and Alarm Management 2008 Asset performance management RCM and FMEA Risk-based Reliability inspection analytics RCA Inspection Calibration Thickness mgmt. mgmt. monitoring Operator rounds Asset strategies Process data Spreadsheets/ databases Sustainable alarm management Description: Getting operations to be more involved in your alarm management strategy is always a challenge but required to sustain a world-class alarm strategy. Matrikon’s AlarmInsight for System 800xA is an Industrial IT-Enabled offering that streamlines activities by presenting alarm analysis and operator assistance reports contextually, in a native format, to the people who need it most. It allows customers to enhance their current ABB control system investment, allowing them to realize improved operational reliability and plant safety in a sustainable way. Users can access alarm performance KPIs and operator assistance documentation to help in decision making and root-cause analysis, thereby ensuring continued improvement in their alarm management strategy. Strategic approach/goals: Objectives include: • Reduce decision and action time • Reduce nuisance alarms and ensure operator focus on valid and important alarms • Unified interface for control and alarm analysis • Optimize asset performance • Proactive identification of plant problems through statistical analysis • Integrate information for improved visibility • Root-cause analysis. Key product features: AlarmInsight for System 800xA: • Allows access to various Matrikon Alarm Manager alarm analysis reports through System 800xA’s plant, area, unit and tag objects • Provides access to Matrikon Alarm management of change (MOC) operator assistant reports. Alarm cause, effect and recommended action data are collected in Alarm MOC and, through AlarmInsight, can be accessed in System 800xA to assist operators in their decision making. • Provides the infrastructure to combined System 800xA desktop trends and Matrikon Alarm Manager alarm grid for better root-cause analysis at the desktop • Provides for easy integration of the two systems, is easily configured and no programming is required. Economic benefits: ABB’s System 800xA provides a better way to achieve measurable productivity and profitability improvements by extending the scope of traditional control systems to include all automation functions in a single operations and engineering environment. This helps plants to perform smarter and better at substantial cost savings. Matrikon’s AlarmInsight for System 800xA further extends automation system functionality to include comprehensive alarm analysis and provide effective alarm management practices that improve safety, stability, productivity and profitability. Matrikon Alarm Manager’s MOC module ensures that changes to alarms are correct, consistent and properly recorded to maintain the benefits of alarm management. Commercial installations: ABB has delivered System 800xA with Matrikon’s AlarmInsight to numerous customer sites worldwide. Engineering CMMS Metrics and scorecards Financial Legacy systems Handhelds Thickness monitoring Description: Understanding the current condition of equipment that contains or manages process medium is key to minimizing safety and environmental risk as well as unplanned failures. Meridium’s Thickness Monitoring module provides the capability to manage large-scale corrosion and thickness monitoring programs for stationary equipment such as piping, vessels, exchangers, tanks and boilers. Key capabilities of the Thickness Monitoring module include the ability to calculate the minimum thickness required to safely operate the equipment, thickness measurement data management and corrosion rate analysis, as well as next-inspection and retirement-date calculations. Strategic approach/goals: The biggest benefit of an integrated technology software solution is that organizations can now react much more dynamically to changing plant conditions than was previously possible. Meridium’s integrated APM initiative provides: • KPIs enabling identification of improvement opportunities • Automated technical analysis to identify and predict failure occurrence and cause • Supports development and continuous improvement of operational, surveillance, maintenance and design strategies based upon best practices, operational history and fact-based decision support • Drives strategies back to execution systems to close the loop and continuously improve asset performance across the enterprise. Interfaces: Meridium leverages critical asset performance data from ERP, CMMS, DCS and other systems, including interfaces to SAP, IBM Maximo, Indus Passport, Inovx and Fluke analyzers, among others. Scalability: Meridium can be used to improve the reliability of a single component at a single plant, but the true value potential lies in implementing an APM solution across the plant and throughout the enterprise. For global companies, Meridium can be implemented enterprise wide to allow easy transfer of information across departments, plants and the entire company. Economics/benefits: Thickness monitoring, when used in conjunction with a comprehensive APM program, conservatively yields benefits of approximately $4 million per year for a typical 100-Mbpd refinery. Benefit areas include reductions in lost profit opportunity costs, avoidance of abnormal incidents, staff productivity improvements, reductions in the maintenance budget, etc.1 Commercial installations: Meridium has been licensed at over 880 sites in 70 countries, including clients in the refining, chemicals, power, mining and consumer packaged goods industries. Reference: 1 “Quantifying the ROI of an Asset Performance Management Program,” Hydrocarbon Processing, May 2007. Licensor: The ABB Group of companies operates in around 100 countries and employs more than 110,000 people. Licensor: Meridium, Inc. with offices in Roanoke, Virginia, US; Houston, Texas, US; Dubai, UAE; Walldorf, Germany; and Perth, Australia. Select 337 at www.HydrocarbonProcessing.com/RS Select 338 at www.HydrocarbonProcessing.com/RS 150 I April 2008 HYDROCARBON PROCESSING (Previous year) Unified alarm management Description: Consolidated Alarm Management Software (CAMS) is a unified alarm management software designed to acquire real-time alarms and events from various systems—including Yokogawa-manufactured systems of CENTUM DCS, Plant Resource Manager (PRM) asset management system, ProSafe-RS Safety Instrumented System and STARDOM Network-based Control System; then unifies, sorts and delivers only the necessary alarms to the right person at the right time. Important information such as the root-cause of alarm occurrence or role-based guidance can also be added to the displayed message. Strategic approach/goals: The number and variety of alarms and events handled in plants are increasing substantially as plant operations become more complex. This software takes two engineering approaches to help rationalize alarms with the aim of preventing alarm flooding. One is a practical approach that sorts out alarms and displays only those alarms that require operator actions. The other is a fundamental approach that allows defining only the necessary alarms in accordance with EEMUA Publication No. 191, an industry guideline for alarm management.1 CAMS helps users thwart the problem of alarm flooding, a potential cause of troubles in the plant. It also provides operators with an environment that frees them of tedious repetitive alarm tasks and allows them to focus on true process concerns. Interfaces: CAMS has initially been designed for the operator interface of the Yokogawa CENTUM Distributed Control Systems. Subsequent releases will be able to interface to various OPC AE-compliant systems. Economics/benefits: Benefits can be classified into two areas: savings per year attributed to increased operator efficiency through workload reduction and savings per year attributed to increased stability of the process units. CAMS helps avoid potential safety or environmental incidents due to alarm overload, reduces the possibility of missing critical alarms, captures critical events during plant upsets without being overwhelmed by nuisance alarms and relieves operators from tedious, repetitive tasks giving operators more time to focus on process problems. Commercial installations: CAMS is newly released with initial deliveries beginning in November 2007. References: 1 Alarm Systems: A Guide to Design, Management and Procurement, Publication No. 191, Edition 2, The Engineering Equipment and Materials Users’ Association (EEMUA), 2007, London, England. “VigilantPlant Alarm Management Strategies,” ARC white paper, January 2005. ERTC November 2008 13th Annual Meeting The ERTC Annual Meeting is the premier event of the year for Europe’s processing industry. Now in its 13th successful year, ERTC is the only conference capable of delivering the agenda this sector demands with the high standards of technical content and professionalism it expects. Hydrocarbon Processing is proud to announce that it has been selected yet again to provide the conference newspapers for the 2008 ERTC Annual Meeting. This includes plenary sessions, where strategic, economic and political issues that will shape the future of the oil and petrochemical industries in Europe are explored in-depth, as well as two parallel technology sessions. Readership is extremely high for conference newspapers, offering a great opportunity for you to highlight your hospitality suite, new technologies or a technology you may be presenting. The first day’s newspaper will be distributed in the delegates’ welcome packs when they register. The second day's newspaper will be delivered under every delegate’s door at the hotel. Please contact your sales representative or Publisher Mark Peters (Mark.Peters@GulfPub.com) for more details. www.HydrocarbonProcessing.com +1 (713) 525-4615 Licensor: Yokogawa Electric Corporation, headquarters in Tokyo, Japan, with regional headquarters in Singapore, Amersfoort, The Netherlands, and Newnan, Georgia. Select 339 at www.HydrocarbonProcessing.com/RS HYDROCARBON PROCESSING April 2008 I 151