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    AutomatingProceduresin

    ApplicationsusingISA106

    Dave

    EmersonDirector, Leila

    MyersConsultingEngineer

    U.S.DevelopmentCenter

    Yokogawa

    USMK

    Yokogawa

    SUSTAINABILITY&ECOEFFICIENCYLEANMETRICS&PERFORMANCEMANAGEMENT

    INFORMATIONINTEGRATION SAFETYASSETPERFORMANCEMANAGEMENTB2MML

    QUALITY&COMPLIANCEPRODUCTLIFECYCLEMANAGEMENTAUTOMATION

    Do

    you

    knowMESA

    ?

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    Todays

    Goals Provideanoverviewofcurrentstandardization

    activitiesregarding

    automated

    procedures

    Explainhowyoucangetstarted

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    Agenda AutomatedProceduresIntroduction DaveEmerson

    ISA106Standards

    Committee

    BenefitProposition

    xamp es

    ISA106TechnicalReportConcepts

    ModularProceduralAutomation(MPA) LeilaMyers WhatisMPA?

    Consultin Methodolo

    Howto

    select

    the

    right

    tool

    for

    the

    job

    Exapilotexamples

    ThepowerofknowingwhatMESAKNOWSCopyright2012,MESAInternational

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    Historical

    Perspective

    (1

    of

    3) Overthecourseofthecontinuousprocessindustryslife

    procedures

    Intheearlydaysoperationwasmanual Alloperationsdoneinthefield

    Lotsof

    people

    required,

    few

    valves

    per

    person

    Proceduresused,maynotofbeenwritten

    st

    theoperator

    Lessfieldworkrequired,oratleastlessclimbing!

    ThepowerofknowingwhatMESAKNOWSCopyright2012,MESAInternational

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    Historical

    Perspective

    (2

    of

    3) Remoteactuatorsonvalvesintroduced

    Operatorscould

    manage

    larger

    parts

    of

    the

    process

    Fewerfieldoperators

    PIDcontrollers

    removed

    o erators

    from

    the

    loo

    Operatorsnowsupervisedloops,nolongerperformed

    control

    Operatorscould

    manager

    larger

    parts

    of

    the

    process

    ThepowerofknowingwhatMESAKNOWSCopyright2012,MESAInternational

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    Historical

    Perspective

    (3

    of

    3) ComputerbasedcontrolsystemsDistributedControl

    Control morepiecesofprocessequipmentaremergedintolargerand

    Additionallayersofabstractiontakesplace

    u , nmos con nuousprocessp an sopera orss performmostproceduresmanually Complexprocedures

    Startingadistillation

    column

    Repetitiveprocedurestheoperatoraddslittlevalueto Startingpumpsetsbycontrollingindividualvaluesandpump

    ThepowerofknowingwhatMESAKNOWSCopyright2012,MESAInternational

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    Why

    Not

    Just

    Use

    ISA

    88? Inthe17yearssinceISA88hasbeenastandardithasbeen

    individual

    basis

    in

    the

    continuous

    process

    industries Whenusedforcontinuousprocessestweakshadtobemade,sonotaperfectfit

    Continuousprocesseshavedifferentcharacteristicsfrombatch Ingredientsnottreatedthesame

    Manydifferent

    procedures

    used,

    not

    always

    tied

    in

    anice

    recipe

    Equipmentindependencenotasignificantfactor

    Nosignificantadoption,Timeforsomethingdifferent

    discuss

    and

    standardize

    procedure

    automation

    holistically

    Goal:Makeprocedureautomationanexpectedpartofanycapitalproject

    ThepowerofknowingwhatMESAKNOWSCopyright2012,MESAInternational

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    ISA

    106 ISAstandardscommittee

    Creatingastandard

    ProcedureAutomationforContinuousProcesspera ons

    Membership

    ,Suppliers,Consultants

    Opento

    any

    interestedpersonor

    ThepowerofknowingwhatMESAKNOWSCopyright2012,MESAInternational

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    Membership

    (partial) ABB

    Honeywell

    AREVA BayerMaterialScience

    BPLubricants

    Invensys MustangAutomationandControl

    NovaTech ProcessSolutions

    Braskem

    CDMSmith

    CH2MHILL

    PAS

    Prosys

    RockwellAutomation

    Chevron

    Conocophillips

    DSMCorporateOperations

    RSISimcon

    SaudiAramco

    SavannahRiverNuclearSolutions

    u o EmersonProcessManagement

    ExxonMobil

    TheDowChemicalCompany

    ValeroEnergyCorp

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    CommitteeWorkItems

    RecentlycompletedthefirstofthreeTechnical

    ReportsTR#1ProcedureAutomationforContinuousProcess

    Operations Modelsand

    Terminology

    TR#3 AutomatedProcedureLifecycle

    an ar

    w

    epro uce

    ase

    upon

    eTechnicalReportsandindustryfeedback

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    BenefitProposition

    Automatingprocedures

    Improvesbusiness

    results

    Reducesrisk feweroperationalerrors

    Ensurescompliance

    Studieshave

    shown

    that

    procedure

    errors

    are

    a

    primarycauseofmanyincidents

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    ProceduralOperations

    ALLprocessoperationsinALLindustrieshave

    proceduraloperations

    Normal,safeoperation

    Changeofstatee.g.Startup,Shutdown,Transition

    Proceduresmay

    be:

    OperatorKnowledge(Triballore)

    ManualviaWrittenSOPs

    SemiAutomated

    Automated

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    RefineryIncidentsFAT/CATs

    KernOilRefineryinBakersfield,CaliforniaonJanuary19,2005

    nc ent e oneemp oyeean cause mu t p e n ur estoot er

    employees Crudeunitstartup

    Workersoverpressurizedapumpcasingwhichcatastrophicallyruptured,releasingandignitinghotoilthatimmediatelyexploded

    GiantIndustries

    Ciniza Refinery,

    Gallup,

    New

    Mexico,

    April

    8,

    4

    6employeeswereinjured,4requiringhospitalizationwithseriousburninjuries

    Duringhydrofluoric

    acid

    (HF)

    alkylation

    unit

    maintenance

    ashut

    off

    valvewasnotclosedasrequired,causedreleaseofflammableliquidsandvaporswhichcausedsubsequentexplosions

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    TypicalTargetsforAutomated

    Refining

    Regeneration Petrochemical

    Startup/Shutdown

    TransitionManagement GradeChanges

    LineSwitchover

    Cleaning

    Polymers Gradechan e

    Switchover

    Furnaces

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    Refinery TransitionAutomation

    Opportunitytoautomateafeedswitch

    Operatorworkload

    reduced

    by

    60%

    A42%reductioninproductyieldloss

    ncrease ee roug pu ur ng rans on y

    Reducedfeedswitchtransitiontimeby36%

    ThepowerofknowingwhatMESAKNOWSCopyright2012,MESAInternational

    Console Operator Moves per Hour Comparison from paper Improving Refinery Unit Transitions Using Process Automation Technology

    in a base Oil Hydroprocessing Facility. AIChE Spring 2011 Robert M. Tsai, Chevron, Richmond, CA

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    AcrylicAcidProduction

    Start-up time to

    steady state was

    reduced by 30%

    Less variability in

    start-u time

    4

    5

    manual

    automated

    Reactors able to

    come on stream

    70% faster

    Averag e valu e manual

    3

    rtup

    duration

    [h]

    about 30 %

    Average value aut omated

    Process safety

    margins, of1

    2Sta

    during startup,

    were significantly

    increased

    01 2 3 4 5 6 7 8 9 10 11

    Start up process No.

    12 13 14 15 16 17

    ThepowerofknowingwhatMESAKNOWSCopyright2012,MESAInternational

    NPRA2011: AM1167NewDevelopmentsandBestPracticesinAutomatingProceduralOperationsforContinuous

    Processes

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    BenefitsDerivedfrom

    Improvedsafety ImprovedOperator

    per ormance

    Improvedreliability

    Moreconsistento eration

    ect veness

    Automatedprocedures

    Reducedlosses

    Feweroperator

    errors

    operator

    Knowledgecapture

    Improvedresponsesto

    disturbances

    IncreasedProduction

    Improvedtraining

    Improvedinsightintothe

    rocess Faster

    &

    more

    consistent

    startupsandshutdowns

    Moreefficienttransitions

    Designprocesscanimproveprocedures

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    ModelsandTerminology

    1stTechnicalReport

    Statescommittees

    current

    thinking

    on

    how

    to

    organizeandapproachprocedureautomation

    Models

    Conceptsto

    give

    the

    industry

    acommon

    mental

    modelforautomatedprocedures

    Terminology

    Definitionsto

    give

    the

    industry

    acommon

    language

    forautomatedprocedures

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    PhysicalModel

    Organizesphysicalequipmentintoa

    Enterprise

    EnterpriseSite

    Providesacommon

    set

    of

    terms

    and

    Enterprise

    Plant

    industriestomaptheirtermsto

    Commonterms

    enable

    roducts

    and

    eo le

    to

    EnterprisePlant Area

    workmoreefficientlywithdifferent

    owner/operators.

    EnterpriseUnit

    P ysica

    mo e

    ist e

    oun ation

    o

    t e

    ISA106workEquipment

    EnterpriseDevice

    ThepowerofknowingwhatMESAKNOWSCopyright2012,MESAInternational

    ac em n emo e can ave

    procedures

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    PhysicalModelToday

    Results of committee owner/operator terminology

    Enterprise

    EnterpriseSite

    ISA106 ChemicalCompany

    OilRefinery Offshore

    Oil

    Platform

    Example1

    Offshore

    Oil

    Platform

    Example2

    Paper

    IndustryEnterprisePlant

    Enterprise Enterprise Field

    Site Site Site Platform Platform

    EnterprisePlant Area

    Plant Plant Complex Package Mill

    PlantArea Area Plant

    EnterpriseUnit

    Equipment Equipment

    Equipment

    EnterpriseDevice

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    Device Device Device

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    PhysicalModelExamples

    Results of committee owner/operator terminology

    Enterprise

    EnterpriseSite

    Enterprise Corporate Division

    Business

    Unit

    Site Complex Train Facility Verbund Field

    EnterprisePlant

    Plant Platform Train

    Separation Train Subsea

    Gas

    Compression Dehydration

    EnterprisePlant Area

    PlantAreaInjection Utilities

    Water

    Treating Production

    Manifold

    Wells

    Unit Separator Dry/WetOil Pipeline

    Hydrocyclone Compressor

    EnterpriseUnit

    an s umps

    Equipment PumpSet Feed System Reboiler Sampling

    System Compressor

    Equipment

    EnterpriseDevice

    ThepowerofknowingwhatMESAKNOWSCopyright2012,MESAInternational

    DeviceValve

    Transmitter Pump Analyzer

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    EthyleneFurnaceExample

    PlantArea

    Unit

    Furnace 1 Furnace 2

    Furnace 5Furnace 4Furnace 3

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    EthyleneFurnaceExample

    PlantArea

    Discharge

    Unit QUENCHTOWER

    EquipmentDECOKEDRUM

    Air & Fuel Input

    Device

    Heater

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    ProcedureRequirementsModelEnterprise

    Procedure

    Requirements

    Enter riseSite

    Proceduresareassociatedwithobjectsin

    Procedure

    Requirements

    EnterprisePlant

    Procedure

    Mostcommon

    for

    units,

    equipment

    and

    devicesequ remen s

    EnterprisePlant Area

    Procedure

    Requirements

    Definitionoftheprocedure

    Whatmust

    be

    done

    to

    accomplish

    its

    EnterpriseUnit

    Procedure

    Requirements

    objective

    Functionalrequirementfortheautomatedn erpr se

    ProcedureRequirements

    EnterpriseDevice

    proce ure

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    Requirements

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    ProcedureImplementationModel

    Site Implementation

    Modules

    Theactualautomatedprocedure

    PlantImplementation

    Modules

    rogram, unc on oc ,sequen a unc on

    chart,flowchart,

    Plant Area

    Implementation

    Modules

    Unit

    engineeringprocess

    Procedurerequirements

    are

    the

    specification

    Implementation

    Modules

    Equipment

    Implementation

    Notalwaysa1:1mappingwithprocedure

    requirements

    Modules

    Control

    Implementation

    Modules

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    ImplementationModules

    ConsistofasetoforderedtasksSite ImplementationModules

    as smaycon a n as s

    Tasksperform

    step

    by

    step

    actions

    PlantImplementation

    Modules

    NotificationsCommands

    Plant Area

    Implementation

    Modules

    Unit

    Peer to

    PeerHuman

    Interface

    Programming

    Continuous

    Control

    Implementation

    Modules

    Equipment

    ImplementationCommands

    andNotifications

    NotificationsCommands

    Human Actions

    Modules

    Control

    Implementation

    Modules

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    ImplementationModules

    Implementationmethodsareanytypeoftoolusedtocreatea

    tas .

    Programming

    ContinuousControl

    HumanActions.

    Examples

    of

    programming

    types

    Peer to

    Tasks

    Programming

    omputerprograms

    Configurablefunctionblocks

    ContinuouscontrolfunctionsCommands

    and

    Notifications

    PeerHuman

    InterfaceContinuous

    Control

    Human Actions

    Executableflowcharts.

    ProcedureFunctionCharts(PFC)

    NotificationsCommands

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    ProcedureExecution

    EachProcedure,Implementation

    Module & Task has 3 execution workProcedure

    items

    Command TriggerImplementation Module

    Verify Success/Failure

    Computer/HumanMix

    . . .

    CPVworkitemscanbedoneby

    acomputerorhuman

    Task Task Task Task

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    Command Perform Verify

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    ImplementationModuleExecution

    Threeworkitemsaretypicallyusedfor

    implementation

    module

    execution:Command Thetriggertoinitiatetheimplementation

    module. Whenreceivedthiscausesthe

    implementationmoduletoperformitstasks.

    modulestasks.

    taskswere

    performed

    successfully

    or

    failed.

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    AutomationStyles

    Organizationofthestructureofthe

    implementation

    module

    such

    as

    using

    procedure

    sectionsorprocessstates

    Useofcomputeroroperatoractionfor

    command,perform,

    verify

    Amountofprecisionusedforverification

    Humanmachineinterface hiloso h

    Degreeof

    automation

    from

    minimal

    automation

    tocom lexautomation

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    OperatorNotifications

    OperatorOperatormightneedtobe

    totakeanaction awarebutisnotrequiredto

    takeaction

    Arisesfromanabnormal

    processorequipment

    situation(ISA

    18.2)

    Alarm Alert

    Arisesfromanormal

    situation ISA106 Prompt StatusNotification

    ISA106hasworkedwithISA18.2

    ThepowerofknowingwhatMESAKNOWSCopyright2012,MESAInternational

    whichhaspublishedanalarmmanagementstandard

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    StatebasedControl

    Aplantautomationcontroldesigntechniquethat

    assignsprocessstatesanddefinedtransition

    procedures

    Mosteffectiveattheunitlevel

    Provides

    a

    high

    degree

    of

    automation Startup,Shutdown,Transitions,AbnormalSituation

    Responses

    ThepowerofknowingwhatMESAKNOWSCopyright2012,MESAInternational

    St t b d

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    Not Ready

    Mode of Operation

    Not Ready

    (Out of Service)

    State-based

    Control ExamplePreparing

    Mode of Operation Prepare ProcedurePreparing

    Mode of Operation Procedure

    Implementation Module

    Task Task Task. . .

    (Idle)

    Filling

    Startup

    Mode of Operation Startup Procedure Implementation Module

    Task Task Task Task

    Heating

    Production Rate of ChangeRunning

    Mode of Operation Abnormal Condition HandlingProcedure

    Abnormal

    (Off Spec)

    ThepowerofknowingwhatMESAKNOWSCopyright2012,MESAInternational

    Shutting Down

    Mode of Operation Controlled Shutdown ProcedureShutting Down

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    ControlSystemArchitectureManualProcedures

    BasicProcess

    ControlSystem AdvisoryComputer HumanMachine

    InterfaceProcedure

    Implementation

    Modules

    Inputs Outputson ro er

    Procedure

    Implementation

    Modules

    SafetyInstrumentedSystem

    Auxiliarycontrolsystem

    (PLC,compressorcontrol,skid,

    ThepowerofknowingwhatMESAKNOWSCopyright2012,MESAInternational

    robot,vision,)

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    ISA106KeyModels

    Physical ModelEnterprise

    Procedure

    Requirements Model

    Enterprise

    EnterpriseSite

    Procedure

    Requirements

    EnterpriseSite

    ProcedureSite

    Implementation

    Implementation Model

    EnterprisePlant

    EnterprisePlant

    Procedure

    Requirements

    Plant

    Implementation

    Modules

    n erpr sePlant Area

    EnterpriseUnit

    n erpr seProcedure

    Requirements

    EnterpriseUnit

    Procedure

    Implementation

    Modules

    Unit

    Implementation

    EnterpriseEquipment

    Requirements

    EnterpriseEquipment

    Procedure

    Requirements

    Modules

    Equipment

    Implementation

    Modules

    ThepowerofknowingwhatMESAKNOWSCopyright2012,MESAInternational

    EnterpriseDevice

    EnterpriseDevice

    Procedure

    Requirements

    Control

    Implementation

    Modules

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    Part1Summary

    Automatedproceduresincontinuousprocess

    operationscanhelpmakeaplantsafer&more

    competitive

    Automatedproceduresarenotwidelyusedtoday

    Greatopportunity

    for

    improvement

    ISA106isopentoallinterestedparties

    ISAmembershipisnotrequired

    TR#1

    is

    the

    first

    step

    Weneedmoreindustr in ut

    ThepowerofknowingwhatMESAKNOWSCopyright2012,MESAInternational

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    ThepowerofknowingwhatMESAKNOWSCopyright2012,MESAInternational