10 Situational Awareness

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    2010 Invensys. All Rights Reserved. The names, logos, and taglines identifying the products and services ofInvensys are proprietary marks of Invensys or its subsidiaries. All third party t rademarks and service marks arethe proprietary marks of their respective owners.

    Invensys 00/00/00 Invensys proprietary & confidentialSlide 2

    Situational Awareness

    SME

    Rob Kambach

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    1Alarm Management

    State off Business.

    Slide 3

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    Current state around alarming.Configured alarms per operator: Number of Alarms a operator

    Can theoretically respond to:

    So that means in systems overall as of today operators get overwhelmed with alarms and messages.

    Affecting several crucial areas of plant operations:- Reducing the operational effectives.- Economical impact: Unnecessary plant shut downs.( in the USA alone this costs $20 Billion a year)- Poor alarm management causes also Loss in product quality, danger to Humans and environment and orImage loss of a respective company.

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    Why did alarms increase?Automation brought enhancements to systems and visibility to control rooms,on the downside it added complexity.

    So a sensor that 10 years ago was brought in by 4-20mA isNow a intelligent field device.A device that reports back alarm states, condition and configuration, in essencethe alarm model has changed and we did not change we still have the same alarm,sub systems as 10 years ago.

    Another part is that systems even when they are traditionally wired by defaultgenerate more data.

    So for example a valve will not only have open close it will also report its state back.

    A motor in the olden days had start / stop now it has a frequency drive thatGives back Start, Stop, Speed feedback, set point, alarm state.

    So a motor had two signals now it has 5, multiply these scenarios over hundreds ofAssets and you get thousands of possible alarms and states back into the system.Compared with hundreds 10 years ago

    So this also requires on our side a different approach to alarm handling givingMore ways and options to rationalize all this data even before it gets to the operator.

    Where are we today?

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    What are the maximums on Alarms aOperator respond properly two?

    Slide 6

    Alarm Performance Metrics per Controller PositionBased upon at least 30 days of data

    Metric Target Value

    Annunciated Alarms per Time:Target Value: Very Likelyto be Acceptable

    Target Value: MaximumManageable

    Annunciated Alarms Per Day per Controller Position ~150 alarms per day ~300 alarms per day

    Annunciated Alarms Per Hour per Controller Position ~6 (average) ~12 (average)

    Annunciated Alarms Per 10 Minutes per Controller Position ~1 (average) ~2 (average)Metric Target Value

    Percentage of hours containing > 30 alarms ~ 5 alarms ~

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    What happens when we dont react toabnormal situations?

    Slide 7

    A single plant shutdown resulting from an abnormal situation not detected byoperating personal can wipe out instantly all the benefits achieved throughoptimization and APC.

    According to studies 20$ Billionin the USA is lost on an annualbasis in production because of

    abnormal situations.

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    RFQs incorporate more oftenmandatory standards and guidelines:

    EEMUA 191, Alarm systems a guide to design.

    Namur NA 102 Worksheet, Alarm Management.

    NPD YA 711, Principles for alarm design (Norwegian petroleum

    doctorate slowly adopted throughout Europe as the standard)

    VDI/VDE Guideline 3699 (process control using monitors)

    ISA s18.02, Management of alarm systems for the process industry.

    Standards.

    ANSI/ISA18.2

    Management of AlarmSystemsfor the

    ProcessIndustries

    API RP-1167Alarm

    ManagementFor Pipeline

    Systems

    http://www.api.org/
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    Market positioning systems.

    Complexity

    I/O Count10 100 1K 10K 100K 1M

    HMI SCADA MarketIndusoft, Iconics, InTouchOEM panels, Skids, Stand alonemachines, Discrete Manufacturing.

    Hybrid DCSSystem Platform,Eurotherm Esuite, Delta V, ABB 800XA, PCS 7, Controllogix PlantPaxWater, waste water, chemical, batch, Pharmaceutical,food and beverage.

    DCS Market

    Foxboro I/A, Honeywell experion, OvationPower, Refinerys, Nuclear, LNG

    Basic Alarm

    management

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    The difference between basic andAdvanced Alarm Management

    Slide 10

    Basic AlarmManagement

    Advanced AlarmManagement

    Alarm Shelving Integration withprocedures andworkflow

    Alarm Folding Analytics and patternrecognition

    Alarm Inhibit Statistics and reports

    Alarm Masking Semantic modeling andcontextualizing

    Alarm HistorisationAlarm Queries

    Runtime 100% Historical 80% Runtime20%

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    Competition Capabilities (Min compliance)

    Invensys 5/12/2011Invensys proprietary &confidential

    11

    Competition Alarm Type Compliance Notes

    Honeywell Basic

    Advanced

    Yes

    Yes (In house)

    Abnormal Situation Management (ASM)

    founder and worked closely with Shell to

    ensure safe production (ESP).

    Yokogawa Basic

    Advanced

    Yes

    Yes (In House)

    Working closely to meet ESP requirements &

    ARAMCO standards, plus Shells condition

    based operations (CBO)

    Emerson Basic

    Advanced

    Yes

    Partial (In House)

    Yes based on feedback from BP Upstream

    requirements, otherwise suspect.

    ABB Basic

    Advanced

    Yes

    Partial (Matrikon)

    Yes based on feedback from Statoil. Have

    embedded Matrikon software who provide

    some multivariate analysis, otherwise suspect.

    SIEMENS Basic

    Advanced

    Yes

    Partial

    Yes based on feedback from Statoil and BASF

    requirements, otherwise suspect

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    Current Solution

    Slide 12Slide 12

    3rd Party Application

    Alarm Provider

    InTouch AlarmProvider Toolkit

    InTouch AlarmDatabaseAlarm Logger

    Clients

    Application Server

    AppObject

    InTouch

    Area object

    Alarm Provider

    Alarm Provider

    InFusion

    IA Alarm Provider

    InTouchAlarmManager Pas Alarm

    Management Basicand Advanced

    UREASON Alarm

    Management Basic andAdvanced

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    Roadmap Alarm Program:

    Slide 13

    Phase 0 (today)

    Best PracticesaroundSituationalawareness

    Phase 1OpsManage 2012

    Basic AlarmManagement

    Phase 2LongTerm Scalability,

    Performance andinteroperability

    Phase 3 Future

    Connectivity andcontextualization

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    Phase 1 deliverables

    User Defined Alarm records for AppServer

    Event priority changeable

    Suppression of duplicate messages.

    Alarm Shelving, the ability to shelve alarms based on a definable maximum time ifproper authentication is met.

    Alarm Grouping the ability to group alarms that are related so collapse them into onemessage.

    Quickly be able to navigate from the Alarm to the graphic the alarm originates from.

    Redundancy improvements Alarm Logger.

    UI client based on new requirements.

    Alarm Masking the ability to dynamicly supress Areas by production state of the diffrentAreas.

    Support of a new alarmtype on Field Attributes, Bit Pattern.

    Slide 14

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    2Phase 0 Best Practices

    Situational awareness (PAS)

    Slide 15

    API RP-1167Alarm

    ManagementFor Pipeline

    Systems

    http://www.api.org/
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    A quick google for HMI Screens.

    Slide 16

    Lots of colors and pretty pictures

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    Setting priorities properly

    Have only 4 to 5 priorities in the Alarm Sub System.

    Have very View Priority 1 Alarms these should be only for very critical

    or safety related.

    Events are not Alarms so they should not show in a Alarm view and

    have Priority 5 or 4.

    The system shall only represent four active alarm priorities:

    Priority 1 Critical (only Safety and Emergency related)

    Priority 2 High

    Priority 3 Medium

    Priority 4 Low

    Priority 5 Events and logging only no Alarms.

    Slide 17

    Ranking and economical scale:

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    Tie a value to the priorities before youclassify Alarms:

    Slide 18

    Ranking and economical scale:

    Operational risk of the Alarms.

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    Colors and markings of AlarmsChoose colors of alarms shall not be used in any process graphic or state

    representation make sure they can be read by people that are color blind

    most important these should be the brightest colors in the system.

    Slide 19

    RGB WWL WWH Ex.

    Priority 1: RedCritical, Safety or Emergency related

    255,

    0,

    750 999

    Priority 2: Yellow

    High Priority

    255,

    255,0

    500 749

    Priority 3: Margenta

    Medium Priority

    213,

    43,213

    250 499

    Priority 4: Dim cyan Low Priority

    99,231,

    231

    2 249

    Priority 5:Events and logging

    185,116,104

    1 1

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    Represent these same colors in theAlarm grid on a neutral background

    Slide 20

    Addional colors:

    Blocked / suppressed / hidden / shelved

    Blue colour is used to indicate that an instrument or

    equipment is in a mode where safety, control and alarming

    functions are disabled.

    RGB

    0,

    0,

    255

    Ack or Unck Return to Normal

    Grey background colour is used to indicate the alarm

    returned to normal condition

    RGB

    153,

    153,

    153

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    Resulting in Alarm grids that are easyto read and point out priorities

    Slide 21

    Flash On

    Flash Off

    Standard Configuration

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    Display Design..

    How can I do things different then today with what I have.?

    Slide 22

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    A quick Reminder

    Level_1 Plant Overview Graphic, Typical on Large Screens

    Level_2 Production Line or Plant Section Graphic. Most important

    controls visible and usable.

    Level_3 Process Cell or Unit Graphic. All process control shall be

    possible from these pages.

    Level_4 Loop, Motor, Pump, Valve Faceplates Etc. or Axillary pages.

    Slide 23

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    High Performance HMI Benefits

    Study by Nova Chemicals and ASM Consortium

    Task Improvement

    Detecting AbnormalSituations BeforeAlarms Occur

    A 5Xincrease

    Success Rate in

    Handling AbnormalSituation

    37% overbase case

    Time to CompleteAbnormal SituationTasks

    41%reduction

    $800,000 peryear savingsanticipated on

    1 ethyleneplant

    Time after time, poor HMIs are cited as

    contributing factors to major accidents

    D t i N t I f ti I Fl ff Si k?

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    Data is Not Information: Is Fluffy Sick?

    Blood Tests for Fluffy -1

    Test Results

    HCT 31.7%

    HGB 10.2 g/dl

    MCHC 32.2 6/dl

    WBC 9.2 x109 /L

    GRANS 6.5 x109 /L

    L/M 2.7 x109 /L

    PLT 310 x109 /L

    Answer: Unless you are

    vet, how can you know?

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    How About Now?

    ABNORMAL VALUES can be seen at a glance.

    Blood Tests for Fluffy -3

    Test Results Range IndicatorLow Normal - High

    HCT 31.7% 24.0 45.0

    HGB 10.2 g/dl 8.0 15.0

    MCHC 32.2 6/dl 30.0 - 36.9

    WBC 9.2 x109 /L 5.0 18.9

    GRANS 6.5 x109 /L 2.5 12.5

    L/M 2.7 x109

    /L 1.5 7.8

    PLT 310 x109 /L 175 - 500

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    Data is Not Information:

    45.1

    48.2

    50.6

    53.854.9

    22.5%

    42.9

    98.2 MPPH

    221.2 PSI

    96.2% XYZ

    22.3% ABC

    60.1

    DP INH2012-15 22.8

    1-12 16.31-15 39.1

    77.8 MPPH

    45.1

    48.2

    50.6

    53.854.9

    22.5%

    42.9

    98.2 MPPH

    221.2 PSI

    96.2% XYZ

    22.3% ABC

    60.1

    DP INH2012-15 22.8

    1-12 16.31-15 39.1

    77.8 MPPHLots of Data but

    Not Much Information!

    Poor Presentation

    High Mental Workload

    to Decipher

    West East

    Drive: 232.2 amps

    Cooler

    W. Vibration: 2.77 E. Vibration: 3.07

    2.77

    MSCFH

    155.2

    F 108.2

    F 166.1

    F55.7 psig

    135.1

    psig

    190.5 psig

    Oil 155.2 FOil 85.1 psi

    65.1 F

    P&IDs are NOT HMIs!

    Sh INFORMATION DATA

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    Show INFORMATION not DATA

    Cool

    gpm

    RECYCLE COMPRESSOR K43

    Alarm IndicatorAppears herewith PriorityLevel andColor

    DesirableOperatingRange shownas pale bluearea

    Alarm Rangedepicted and(for some)shutdownvalue

    Alarm Rangedepicted and(for some)interlockvalueShow Values Show Trends

    Buttons for additionalfunctionality

    2

    Compressor Status Showing Alarm/Shutdown Limits

    Suct

    psig

    Inter

    psig

    Dsch

    psig

    Suct

    degF

    Inter

    degF

    Dsch

    degF

    E. Vib

    mil

    N. Vib

    mil

    W. Vib

    mil

    Motor

    Amps

    Oil

    psig

    Oil

    degF

    42.7

    38.793.1

    18595 120

    170

    128

    9170

    80

    290

    Operational statusis obvious at a

    single glance!

    Analog is powerful!

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    Analog is powerful!

    A Column Temperature Profile

    Deviation orabsolute numbersoptionally toggled

    20.1

    24.2

    25.6

    27.8

    28.9

    +1.1

    -0.7

    +0.8

    A goodprofile?

    Yes, thisone is.

    Too hot atthe top, toocold at thebottom

    Optional:Line colorindicatesabnormality,

    alarm is notyet activated

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    Example of a poor Level 3 Display

    Slide 30

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    A Better Level_3 Display running Normal

    Slide 31

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    Same Level 3 with Alarms.

    Slide 32

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    Level 3 view High Performance HMI of

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    Level 3 view High Performance HMI ofthe Reactor.

    Slide 34

    PSOAUTO

    76.8 MPH76.088.5 %

    Main Feed

    Main Feed MPH

    72.0

    80.0

    -60 -30-90 2 Hours

    PSOAUTO

    11.9 MPH12.022.3 %

    Additive 1

    Additive 1 MPH

    10.0

    14.0

    -60 -30-90 2Hours

    PSO

    AUTO

    4.0 MPH4.0

    44.3 %

    Additive 2

    Additive 2 MPH

    2.0

    6.0

    -60 -30-90 2 Hours

    VENT SYS

    Analysis: Purity %

    32.0

    40.0

    -60 -30-90 2 Hours

    Analysis: Inhibitor Concentration %

    4.0

    6.0

    -60 -30-90 2 Hours

    AgitatorON

    Reactor M5

    Pump 1RUNNING

    PSOAUTO

    95.044.3 %

    M5 Pressure98.0 psig

    PSOAUTO

    70.054.3 %

    M5 Level %71.0 %

    ThioniteProduct: Mid-Run

    52.3 %

    5.0 %

    CoolantFlow

    CoolantTemp

    PSOAUTO

    45.054.3 %

    M5 Temp45.0 C

    To

    Coils

    COOLING SYS

    92.0 MPHPRODUCT

    Temperature C

    40.0

    48.0

    -60 -30-90 2 Hours

    Diagnostics1-OK

    PumpsNeeded 1

    SHUTDOWN

    M5

    Run Plan:Actual:

    FREEZEM5

    IN

    Reset

    OUT

    Calc Diff:

    -10%

    +10%

    Hours: 238.1Since:

    State:

    19707 19301

    Material Balance

    2.1 %

    06/02/0714:00:00

    ISOLATEM5

    Pump 2STOPPED2-BAD

    M4Main

    Menu

    - Level 3 -M5

    Interlocks

    Feed

    System

    Product

    Recovery

    Level 1ReactionOverview

    M5SequenceOverlay

    PurgeRate

    ConversionEfficiency

    Cat.Activity

    ReserveCapacity

    M5StartupOverlay

    M6- Level 3 -

    M5 Cooling

    System

    Feed Components: A - B - C

    +/- 5 psi, 2hr

    +/- 1 %, 2hr

    Trend

    Control

    4

    7 Steps for Creating High Performance Displays

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    7 Steps for Creating High Performance Displays

    Step 1: Develop a High Performance HMI Philosophy and Style Guide

    Step 2: Assess and benchmark existing graphics against the HMI

    Philosophy

    Step 3: Determine specific performance and goal objectives for the

    control of the process, for all modes of operation

    Step 4: Perform task analysis to determine the control manipulations

    needed to achieve the performance and goal objectives

    Step 5: Design and build high performance graphics, using the design

    principles in the HMI Philosophy and elements from the Style

    Guide, to address the identified tasks

    Step 6: Install, commission, and provide training on the new HMI

    Step 7: Control, maintain, and periodically reassess the HMI performance

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    Key points to take home:

    Alarms should be a integral part of the design of a system a thought upfront and not an after thought.

    During the design a important consideration should be how can I

    effectively represent an abnormal situation.

    How can I quickly guide the operator to the source of the Alarm.

    Alarm states should be an integral part of the design of the process

    graphics.

    Slide 36

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    3Roadmap High

    Performance HMI

    Slide 37

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    High Performance HMI Roadmap

    Delivery of ArchestrA high performance HMI symbol library:

    OpsManage 2012

    Slide 38

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    1Introduction

    Slide40