ISA InTech 2022-12
ISA InTech 2022-12
IIOT-ENABLED
INSTRUMENTATION
How Smart Gauging
Systems Improve
Tank Farm Efficiency
Digitalization’s Influence on
Maintenance Strategies
Remote-Access Cybersecurity
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10 Smart Gauging Systems Improve Digital Transformation: Publication
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Digital Transformation:
OFFICIAL PUBLICATION OF THE INTERNATIONAL SOCIETY OF AUTOMATION
this is the last issue of tions. These will be distributed via exist-
ing ISA.org and Automation.com digital PUBLICATIONS VICE PRESIDENT-ELECT
InTech in print. channels and will be online alongside Nicholas Sands
InTech magazine ebooks.
INTECH EDITORIAL ADVISORY BOARD
So, it is with a bit of sadness but much
I’d love for you to join us in our digi- Joseph Alford, Joao Bassa, George Buckbee,
gratitude for the benefits of digital pub-
tal transformation. Sign up to receive Eric Cosman, Acacio Costa, Vitor Finkel,
lications that I say this is the last issue of
your issues via email at https://www. Dean Ford, Narasimha Himakuntala,
InTech in print. After years of pilot projects
isa.org/intech-home/subscribe. Share Russ Rhinehart, Nick Sands, David Spitzer,
and deliberations, the digital transforma-
the QR code on the cover with new Sandeep Vysyaraju, Steven Valdez
tion of InTech magazine is a reality.
coworkers so they can sign up too.
As an industry consultant states in Submit your articles and whitepaper
this issue’s Executive Corner column, reports to [email protected]. And
“Digital transformation is the process of share your thoughts on what’s in store
intentionally bringing about comprehen- for you in 2023. Is there digital trans-
sive changes, after due deliberation, by formation in your future?
MAXIMIZE
to enhance your plant’s safety and performance.
+ CAPITALIZE You gain more options to fit your needs, build up product
quality, increase safety, reduce costs and minimize risks.
But the potential for wisely using data Arcot says a company that wants to launch
a digital transformation program must ensure
obtained through the right connectivity is that the right data is in a digital format and that
the objective to be pursued. processes are digitally managed. If a manufacturer
wants to achieve digital transformation, then it
must have operational technology systems such as
a DCS, programmable logic controllers, and/or a
It’s a journey
manufacturing execution system already in place.
In his article “Digital Transformation Strategy,”
“Digitized data and digitally managed processes
https://www.automation.com/en-US/Articles/
are prerequisites to move forward with any digital
July-2021/Digital-Transformation-Strategy, consul-
transformation program,” he says.
tant Rajabahadur V. Arcot says, “Digital transfor-
mation is the process of intentionally bringing Call it what you will—digital transformation or
about comprehensive changes, after due delibera- digital evolution—it needs to be done. What are
tion, by leveraging emerging digital technologies you waiting for?
Smartt
Gauging g
Systemss
Improve e
Tank Farmm
Efficiencyy
By Cesar Martinez The second law of thermodynamics states the control is to methodically manipulate inputs
total entropy—or natural disorder—of any system from an environment containing varying levels
increases or remains the same in a spontane- of disorder into specific outputs that bring about
ous process. This is a foundational facet, one desirable outcomes. These points warrant the
requirement of maintenance in every plant,
IIoT-ready instrumentation
because equipment naturally degrades over time.
Mechanical components wear, electrical connec-
conditions. But data-rich sensors and intuitive software maintenance devices. These systems can be easily connected
solutions are making it much easier to identify and address to the cloud for enhanced monitoring and analysis solutions
problems, so plant personnel can improve their productivity that generate insights, alerting maintenance teams of the
while reducing downtime and incidents. ideal times to service instrumentation and equipment.
engines, centralized software can observe patterns, create Although asset information is often stored manually today,
connections between historical input conditions and output advanced tank gauging systems give users access to a cloud-
results, and use these patterns to generate insights (figure 3). based library for asset information by scanning a QR code
on each device. The resources include the right user manuals
(figure 5), associated product certificates, and instrument
Hardware, instrumentation, and communication calibration information, with data uploaded at the time of
configuration automatic calibration procedures.
A complete tank gauging system consists of instrumenta-
tion for measuring level and temperature and a scanner
Outdated tank farm at a refinery
device in an electrical room to transmit data to a local or
A refinery with a tank farm previously used traditional level
cloud-based information repository. Instruments must com-
sensors installed on top of the tanks. On multiple occasions,
municate via digital field protocols, such as HART, to send
an allocation manager noticed a significant error during a
numerous diagnostic and process data points to the scanner
product mass balance reconciliation. This required notifying
device. A typical scanner can connect directly to a local
operations staff and investigating further.
database, or to an edge device, for uploading data to the
cloud (figure 4).
Operations personnel then verified levels in the storage
tanks by performing manual dipping procedures, identify-
ing differences in readings between the manual dips and the
level sensor readings for each tank. Once this was done, they
manually created a report of their findings, and sent this to
the maintenance department.
Fully informed of the context, the technician is empowered price cannot be overlooked, operational costs are typically
to grab the right tools the first time before venturing to the much more consequential over the life of these systems.
tank. And in the event specialized technical support is re-
TCO can be reduced by:
quired, AR goggles provide a means for additional guidance
standardizing with a tank gauging system
from a remote technical expert with intimate knowledge of
enabling cloud connectivity for enhanced monitoring and
the system. This third-party support alleviates the need for the
insights
refinery to hire and retain highly technical talent.
implementing process and safety improvements
reducing time spent on top of the tank
eliminating obsolete equipment to reduce excess mainte-
Examining total cost of ownership
nance
Frustration with the old instrumentation was not the only
engaging third-party support to reduce in-house technical
motivator for the previously mentioned refinery’s system
expertise requirements.
upgrade. It also studied total cost of ownership (TCO), a
critical performance indicator for evaluating the benefit of
tank gauging systems. Typically, about 20 percent of this cost From thermodynamics to business continuity
is attributed to initial purchase and startup costs, and 80 The second law of thermodynamics is not exclusive to physics
percent is attributed to operational costs. Although purchase classrooms and textbooks. Left unmitigated, efficiency in any
electrical, mechanical, chemical, or other
industrial system inevitably decreases
over time. The old world of tank gaug-
ing systems required extensive manual
intervention to address issues and main-
tain measurement accuracy, but the next
frontier automates most of these tasks.
ABOUT THE
AUTHOR
Cesar Martinez
is an electronics
engineer with more
than 15 years of ex-
perience in the au-
tomation industry.
He is passionate
about automation, technology, digitaliza-
tion, and energy transition topics. In his
current role at Endress+Hauser, Martinez is
the industry manager for natural gas, LNG,
Figure 5. All relevant instrument documentation—including user manuals and calibration records—
carbon capture, and blue hydrogen.
is automatically stored in an intuitive location in an advanced tank gauging application.
Defending
Remote-Friendly
Environments
from Cyberattacks
operations technology (OT) assets like programmable logic remote connectivity to fully engage their production, engi-
controllers (PLCs) and human-machine interfaces (HMIs) to neering, and maintenance teams, regardless of where they
enterprise and information technology (IT) computing sys- are located. Of course, an increasing prevalence of con-
tems that are on site or in the cloud. This remote access can nected systems means that digitally controlled production
take on one or more forms: environments become vulnerable to new risks, many of them
directly associated with human error, negligence, or retalia-
performing basic data transmission to a database or
tion. There is no choice but to overcome both technical and
historian
security challenges to provide the remote accesses needed,
enabling remote and mobile visualization, which can
but in a practical manner.
include accessing a local HMI or populating data for a
web-based dashboard, viewable on a PC or mobile device
allowing operators to make set point and alarm limit Layered defense
changes Defense-in-depth refers to a layered cybersecurity approach
supporting the upload/download of PLC programs, HMI meant to defend against vulnerabilities that are inherent to
configurations, and other network maintenance digital and physical assets and the people who use them.
transmitting alarms and notifications, usually via text or Typical IT departments already have systems and policies in
email, and providing an acknowledgement method place incorporating these requirements. OT departments,
connecting with manufacturing execution systems and/or on the other hand, are less likely to follow this approach,
enterprise resource planning applications. because OT products have typically offered few cyberse-
curity features, and cybersecurity was not a key focus for
For many years, users wanted these features mostly for
industrial systems until the rise of connectivity options in
their convenience in the operation, optimization, and main-
recent years.
tenance of their automated systems. Unfortunately, many
types of automated equipment, especially smaller standalone With this in mind, what topics should be considered as
systems, were “air-gapped” and not connected to any type an organization develops a defense-in-depth strategy for
of networking, so implementing remote access required a lot remote access of industrial automation assets? Following are
of custom engineering effort. Even when a system could be key concepts for properly applying security measures that
networked, many users simply did not have the expertise to will satisfy both OT and IT.
establish remote connectivity, or if they did, they were right-
OT/IT convergence. As industrial automation hardware
fully concerned about cybersecurity.
and software have been adapting commercial networking
However, the reality today—especially considering the technologies to a greater extent, instead of using dedicated
COVID-19 pandemic—is that all types of users now require or proprietary methods, the OT and IT domains have been
converging. OT houses the source
assets requiring connectivity, but IT
is almost always required to establish
connectivity to on-site networking and
the Internet. Even if a cellular or satel-
lite technology is used, the IT group
typically will be called upon to apply its
security policies.
Technology selection. Working cooperatively, OT personnel significant security features, and in any case the industrial
should consider the remote access technologies that IT recom- user was typically most concerned with availability, at the
mends, supports, and recognizes as secure. The number one expense of confidentiality and integrity.
answer is typically a virtual private network (VPN) solution.
Modern OT products are now more likely to incorporate
VPNs extend a protected network connection between
authentication provisions compatible with and acceptable to
two or more endpoints over open or public networks. VPNs
the IT infrastructure. Single sign-on (SSO) is an example of a
encrypt all traffic and obfuscate device
IP addresses, making it difficult for third
parties to access or interfere with the
data. Defense-in-depth refers to a layered cybersecurity
Most IT departments will accept approach meant to defend against vulnerabilities
VPN technology, but more rigor-
ous organizations may require the
that are inherent to digital and physical assets and
OT group and/or a VPN provider to the people who use them.
complete a checklist before imple-
mentation. Reputable VPN hardware,
software, and services providers will
help with this process. Users are advised to avoid providers technology that seamlessly integrates with Microsoft Azure
that fail to supply clear responses, or those lacking verifi- Active Directory and Google’s OAuth 2.0 application program-
able documentation and certifications. ming interfaces (APIs). The IT group may take additional
steps, such as enabling multifactor authentication—which
User management and authentication. Most IT groups
requires additional user input such as a PIN code, possession
employ user authentication controls to manage user access.
of a security USB stick, or use of an authenticator app—for
Authentication confirms that users who log in—whether locally
an additional layer of protection.
or via a public network—are who they say they are, and
authentication in turn provides a way of granting appropriate Architecture. A trustworthy VPN and cybersecurity service
access (figure 2). Traditional OT systems most often provided provider, whether it is OT- or IT-centric, should be able to
open access, because older technologies did not include provide documentation about the architecture, so all parties
40
inventing wheels for a suitcase.
YEAR
BATTERY
OPERATING
LIFE *
can make informed decisions about the implementation. data, and the IT tools required to ensure cybersecurity
There are usually on-premise, cloud, and hybrid options and and compliance?
aspects for architectures (figure 3). Servers, firewalls, and How much customization is required for a working
other devices are needed, so all parties need to understand solution? Does the customization comprise the overall
where these will be physically located, and who will manage security of the solution?
and maintain them.
Once these questions have been answered, it is time to
Some solutions rely on external resources delivered as proceed to the next step.
infrastructure-, platform-, and/or software as a service (IaaS,
PaaS, SaaS), and each of these resources needs to be vetted.
Implementing a complete and secure remote access
Any solution using the cloud will likely be associated with
system
one or more cloud providers, each of which must be exam-
The preceding sections might seem to raise more questions
ined for digital and even physical security.
than answers, which is understandable because implement-
As part of this vetting process, these and other questions ing a complete and secure remote access system is not as
must be answered satisfactorily: simple as buying an appliance and plugging it in. Some OT
and IT groups may be able to create such a system from
Are data centers local or international, and are they
scratch, or using various products, but creating a compre-
located strategically to provide minimum latency and
hensive, demonstrably secure, and maintainable solution is a
maximum uptime?
complex challenge.
Does the provider offer a service level agreement, so that
end users can be assured of the quality and availability of A better approach is to build on an established commercial
the connection? off-the-shelf solution backed by an experienced industry
What OT and IT assets, such as firewalls, will need to be supplier. A dependable provider will have educational and
configured to integrate within the architecture? How do specification assets in the form of white papers, network
you securely configure these to be as strict as possible? architecture drawings, videos, and other online support
Is the provider familiar with the OT assets providing the resources. The provider will include free phone support,
along with assistance for addressing all OT and IT security
concerns.
Cloud features!
ProComSol, Ltd is a leader in the design and manufacture ABOUT THE AUTHOR
of advanced, cost-effective, and reliable HART and Damon Purvis is the PLC product manager
FF communication products for the Process Control marketplace. at AutomationDirect.com. He has more than
+1 216 221 1550 [email protected] 22 years of industrial automation experience.
His previous roles include designing and
procomsol.com deploying automated solutions in a variety of
industries and managing product develop-
ment of manufacturing data management
Hazardous area options available for Windows and Android!
and business intelligence applications.
Industrial Cybersecurity
is a Global Imperative
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TM
Standardized Foundation,
Faster Development Pipeline
By Kristel Biehler The life sciences industry is changing quickly, was a unique situation. Not every treatment is
and in the past five years, the pressure to bring going to receive the attention and investment
new treatments rapidly and safely to market has necessary to shorten the production pipeline so
increased dramatically. In 2021 alone, life sciences dramatically. Ultimately, life sciences organiza-
manufacturers initiated more than 25,000 new tions need to look to other methods to shorten
clinical trials. But to take those clinical trials to time to market, and one of the most important
successful production can take many years—a technologies for doing this is the manufacturing
timeline that is no longer sustainable. A perfect execution system (MES).
example of this shift is the development of the
But driving speed in the manufacturing stage of
COVID-19 vaccine.
treatment development is not enough, because
life sciences organizations need to accelerate
Life sciences manufacturers the entire development pipeline. By using mod-
ern software solutions to hasten technology
speed time to market transfer, and then leveraging the advantages of
a robust MES, teams can fully capture the com-
with MES and knowledge petitive advantage of speed to market.
and other critical data must be reorganized at each stage—a require a custom architecture that is complex to create and
time-consuming and frustrating task, and one prone to error. difficult to maintain. If the person who created that custom
But even in the best case, different groups along the pro- solution leaves the organization, the knowledge for main-
duction pipeline typically use different software packages, taining that system goes with him or her, and the process
different databases, and even different production scale and must begin again, further delaying progress.
language, which slows the transmission of data from one
stage of development to the next.
A new tool for the digital age
Overcoming these hurdles means rethinking the tradi- To circumvent these barriers to rapid technology transfer,
tional ways teams approach technology transfer. The best forward-thinking teams are using software technologies to
MES technologies offer simpler integration to help manu- break down the silos between groups in the development
facturing teams more easily use the data they receive from pipeline. These teams use process and knowledge manage-
research and development, but this is only one element ment (PKM) software to standardize information transfer
of treatment design and manufacture. Benefitting from across the entire development process.
speed to market also requires quickly moving treatments
PKM software creates an electronic repository to cap-
through the development pipeline by improving technol-
ture every decision made across product development,
ogy transfer at every stage, a problem that can only be
speeding the whole pipeline—from research to commercial
solved by standardizing the way each group interacts
production—and potentially reducing the technology transfer
within the development chain.
timeline from years to weeks. All personnel have access to
the information they need using a standardized set of web-
Much like the move from paper based tools with an intuitive drag-and-drop user interface.
The simplified interface standardizes the creation of prod-
records to digital, the MES has ucts and processes. Teams can more easily conform to ISA
digitalized the manufacturing portion standards, for example the ISA88 series of standards, and
can more easily locate, share, and comprehend information
of the treatment development at any stage in the cycle.
pipeline. The most advanced PKM systems also natively integrate
with other critical systems, such as enterprise resource
Digitized data is a start planning, electronic lab notebooks, laboratory information
Some development pipeline standardization has already management systems, the distributed control system (DCS),
occurred. Few modern life sciences manufacturers are still and the MES to offer far greater visibility, scalability, and
maintaining handwritten documentation. Most instead collaboration among cross-functional teams. With standard-
opt for electronic records, which has inherently reduced ization via built-in templates, teams can more easily use
much of the variability between groups. Digitized records common definitions and keep them up to date over time,
are a must, not only to speed the processes of research, even pushing changes to multiple recipes simultaneously to
development, and manufacturing, but also to streamline save hours of manual data entry. In addition, with automated
release and compliance. But in many cases, the digitiza- change tracking, teams no longer need to worry that changes
tion of records means teams have begun using electronic in products and processes will create compliance issues.
spreadsheets to record data, or they are using proprietary Built-in auditing tools make it easy to track, monitor, and
applications for their specific area of treatment design and confirm changes.
manufacture.
PKM software also provides a structured, configuration-
Although the move to digital spreadsheets from paper driven approach to help cross-functional teams manage process
records improves the technology transfer process, it still parameters and calculations, without an external electronic
frequently leaves different teams inadvertently creating silos spreadsheet application, because all activities can be performed
of data that are difficult to move along the pipeline. Scien- directly within the software. PKM software also can conduct
tists in preliminary research often use different tools from facility-fit scenarios using predictive algorithms to easily iden-
those in clinical trials, who, in turn, use different tools than tify production gaps through exception reporting.
the manufacturing personnel. Activities performed, insights
gained, and aberrations remedied are difficult for teams
More effective manufacturing execution
further down the pipeline to access and assess.
PKM software also helps close the gap between research and
This difficulty arises because moving data often means development and the MES, a critical tool for speeding com-
transferring it from one application to another. Such a mercial production. Much like the move from paper records to
transfer may require rebuilding or reformatting a database. digital, the MES has digitalized the manufacturing portion of
In other instances, connecting two systems together may the treatment development pipeline. MES software increases
Figure 1. Built-in
workflows in MES
software help
ensure every task in
the manufacturing
process is
performed
correctly.
visibility of life sciences manufacturing operations to eliminate Standardizing across the gap
the inefficient use of resources, and to streamline communica- Development and manufacturing typically use different systems
tion and collaboration in full-scale production. and equipment, at entirely different scales. Making the move
from development to production means transferring all the data
Standardized batch records, efficient exception manage-
necessary to the MES and scaling processes up from bench-
ment, improved consistency, and facility-wide equipment
to production-scale equipment. Fortunately, PKM software
management built into the MES help manufacturing teams
seamlessly interfaces with high-performing MES software.
build an automated workflow to better manage procedures,
equipment, materials, and quality. In addition, integrated These fit-for-purpose PKM solutions make it easier to
workflows help ensure that production is reliable and repeat- transfer master recipes. The recipe repository is directly
able (figure 1). linked to the MES, eliminating the need for conversion or
for custom—and fragile—connectivity between the two
Modern MES software also eliminates the need for custom- systems. The PKM system can seamlessly push parameters
ized integration to the DCS. Instead, high-performing MES and sequence of operation to the MES, helping teams bet-
software natively integrates with the DCS, removing common ter manage inventory, while providing improved visibility
challenges with data integrity and system performance. of manufacturing guidelines. Experts estimate this type of
These MES benefits significantly streamline production, connectivity can help reduce time to market from 10 years to
helping to speed return on investment and shorten time to fewer than three (figure 2).
market. To capture the most benefit from these advantages, Also, PKM software gives manufacturing teams visibility
however, teams must close the most difficult technology into the design process to help remedy any problems that may
transfer gap: the handoff from development to the MES. arise after a treatment is released to the market. Teams have
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Digitalization’s
Influence ono
Maintenance Strategies
Historically, process manufacturers lacked suf- Today, a significant increase in digitaliza-
By Allison
ficient data to predict critical equipment failures tion and Industrial Internet of Things (IIoT)
Buenemann
and instead relied on reactive maintenance to implementations is expanding manufacturers’
get plants back online quickly following failure. access to equipment data, shifting the challenge
Prolonged periods of downtime piled up costs, from data availability to insight availability, and
exacerbated by extensive manual troubleshoot- conversion of these insights into actionability.
ing and root cause analysis. Process manufacturing companies are using
advanced analytics solutions to gain insights from their data A typical process plant stores time-series data from sen-
to predict equipment issues and inform optimized mainte- sors measuring temperature, pressure, level, flow, vibration,
nance activities, leading to proactive maintenance programs, and much more. A single refinery, for example, can possess
higher equipment reliability, and reduced maintenance and hundreds of thousands of sensors with samples—timestamp
lost production costs. and value pairs—recorded on intervals of hours, minutes, sec-
onds, or even fractions of seconds. When dealing with large
multinational companies, the number of sensors enterprise-
Data-driven maintenance
wide can quickly approach a ten-digit figure. Performing ana-
Maintenance strategies have evolved as more data is mea-
lytics efficiently among these vast volumes of data quickly
sured, stored, and made available than ever before. This
becomes paramount to unlocking the value hidden within.
wealth of accessible data lets maintenance teams predict
failures, calculate trigger points for condition-based main- But using advanced analytics applications to create
tenance, and share these insights with the personnel on the meaningful insights from oceans of data has prerequisites.
frontlines who are scheduling and executing the activities. Big data is inherently complex, and it must be thoroughly
understood and cleansed before it can be used in modeling
As data-driven strategies increasingly replace time-based
and multivariate calculations. And of course, the adage “gar-
maintenance, manufacturers are cutting operational expen-
bage in, garbage out” also applies, so process manufacturers
ditures previously dedicated to maintaining equipment on
must ensure the integrity of their data collection and storage
an arbitrary preventive maintenance (PM) schedule. This
systems before venturing anywhere near advanced analytics.
approach is coming merely decades after time-based PM
replaced historic run-to-failure approaches, which forced Once process manufacturers begin shopping around, they
companies to shoulder many costly unplanned outages. will notice nearly every software product, platform, and cloud
service on the market claims to perform some sort of data
With digitalization and IIoT implementations, manufacturers
analytics, with the type of analytics performed differing based
now have access to the data necessary for optimal equipment
on each tool’s intended functionality. The qualifier “advanced”
maintenance and reliability improvements, but the challenge
typically refers to the use of statistics and machine learn-
has shifted to creating the right environment for analyt-
ing innovations in analytics to assess and improve insights.
ics where contextual data can be viewed alongside process
“Augmented” analytics tap into the same innovation themes,
sensor data, and where time-series-specific calculations can
while putting the analytics in the context of user business
be easily applied by process subject matter experts (SMEs).
intelligence applications and other frequently used tools.
Advanced analytics software applications address this and
other issues, empowering maintenance and reliability teams to
uncover insights from many sources of information, informing Decoding time-based analytics
actions based on predictive and prescriptive analytics. Under the umbrella of advanced analytics, there exists a
hierarchy, beginning with retrospective functions—including
“descriptive” summary statistics and “diagnostic” root cause
Data analytics in context
investigations—and building up to futuristic flavors like
“Analytics” is a broad-brush term used to describe any process
“predictive,” which tells users when to act and “prescriptive,”
that uses math to turn data into actionable information. It
which instructs them what to do (figure 1). These various
provides insights into consumer behaviors, marketing effec-
types of increasingly complex—and useful—analytics work
tiveness, supply chain agility, financial performance, and other
together, with the former two informing the latter two.
business functions. “Big data” analytics are necessary to deal
with data in large volumes, velocities, and varieties, and there For example, retrospective analytics focus on historical
is no data of larger volume, greater velocity, or higher variance degradation rates, the impacts of running different products
than those collected by sensors in process manufacturing. or operating states, and the measurement of known failure
modes. By contrast, futuristic—or proactive—analytics spot- constraints, like a maximum allowable temperature or pressure,
light the likelihood of failures, prioritization of maintenance, or a minimum flow requirement. Rather, the challenge was in
and other mitigating measures to reduce risk. Embedding determining which limit would be exceeded, and when.
these four types of analytics into daily operation leads to
CBM is much more valuable when combined with model
greater organizational analytics sophistication, and this act
construction, marrying monitoring and forecasting tech-
typically delivers quick return on investment by optimizing
niques that together make up predictive analytics. For
maintenance schedules and minimizing unplanned outages.
example, using near-real-time vibration data to do CBM on a
Many process manufacturers already possess a strong fleet of pumps requires setting conservative triggers to effec-
foundation in descriptive and diagnostic analytics, which are tively avoid running to failure in the time it takes to schedule
key building blocks for aspirational predictive and prescrip- and perform maintenance activities following detection. The
tive analytics. By leveraging these fundamentals, engineers downside of a conservative trigger is the inevitable presence
and data scientists equip themselves for the deep dive into of occasional false positives.
high-value predictive and prescriptive analytics.
By contrast, when past and current vibration data is lever-
When it comes to maintenance planning and scheduling, aged using a model, the model can construct a vibration
combinations of retrospective and forward-facing analytics forecast and compare it with historical runs in relation to
are needed to reach an optimal state. Knowing when compo- other process signals. This better-informed prediction can
nents failed in the past, how and why they failed, and what approximate not only when a trigger will be hit, but when
was happening in the time periods surrounding these failures the failure is likely to occur, providing the greatest possible
are all critical pieces of information required to predict future lead time for maintenance. In addition, these predictions can
failures and prescribe effective mitigating actions. actively adjust over time, informing and updating the urgency
of service based on how operation continues.
Figure 2. Data from multiple filtration membrane sensors was dimensionally reduced to establish a membrane resistance soft sensor in the
advanced analytics application. The soft sensor was regressed and projected into the future to determine the appropriate maintenance date.
saving millions of dollars every year. The most successful maintenance forecast and warning schedule, and mainte-
predictive analytics applications often combine first prin- nance activities are now proactively planned, maximizing the
ciples models with statistical techniques to develop forecasts lifespan of filters and streamlining operations.
based on theory and behavior.
Catalyst end-of-run prediction
Filtration membrane predictive maintenance Degradation also occurs in the fixed bed catalysts used in
When producing certain biopharmaceutical compounds, the hydrodesulfurization (HDS) units over time, requiring mainte-
desired molecules are separated from other species using nance to avoid product quality issues that constrain allowable
membrane filtration systems. During each batch, particles production rates. Engineers often use the weighted average
build up on the membrane, and a clean-in-place (CIP) proce- bed temperature (WABT) as a key metric to determine cata-
dure must remove the accumulation between batches. Over lyst bed health. However, other process variables—especially
time, these filtration membranes can degrade, causing CIP variable composition and flow rate—make it challenging to
procedures to become less effective. develop an accurate model of the WABT. For this reason,
data scientists must cleanse and normalize calculated WABT
Engineers at a major bioprocessor suspected this was
values to create an acceptable data set for a regression
the case with one of their operations. Fearing unplanned
model algorithm prior to plotting (figure 3).
downtime, they sought a way to identify long-term particle
buildup on the permeate filter to predict when maintenance To determine whether the degradation of the catalyst bed on
was required. an HDS unit had accelerated, engineers at a large downstream
petrochemical company calculated and extrapolated multiple
Using an advanced analytics application, the manufacturer
regression models to predict the required maintenance date.
calculated the filter membrane resistance based on pres-
It became clear, after analysis, that the degradation rate had
sure and flow sensor data, and on known values of surface
become more aggressive in recent months, and the HDS unit
and fluid viscosity, by applying Darcy’s Law. This reduced
required an early catalyst change. Catching this issue early
the variables of interest, providing clear visual indicators of
eliminated months of constrained-rate operation, saving the
degrading membrane performance, confirming the engineers’
company more than $5 million in productivity losses.
suspicions (figure 2).
The team applied a linear regression algorithm to the data, Product run-length optimization
effectively modeling the filtration degradation rate. This Fouling, catalyst degradation, and other process effects often
model was extrapolated into the future to build a predictive constrain production rates throughout the course of a product
Figure 3. Using the advanced analytics application, SMEs compared WABT predictions from a full data set to a recent sample to determine
maintenance requirements in the coming months.
Membership run. This is frequently the case for model and performing analysis in the
polymer production processes where advanced analytics application environ-
produced materials begin to coat the ment, SMEs compared actual perfor-
insides of vessels and pipes, restricting mance against the forecast to pinpoint
flow, building up pressure, and dimin- the ideal times for executing defoul
ishing heat transfer. To remove such procedures. Implementing this model-
contaminants, manufacturers are forced based defouling strategy enabled a sold-
ISA is a member-focused to shut down and perform equipment out production unit to meet customer
association, centered on offering maintenance, or execute online proce- orders an average of 11 percent sooner
you the community and tools dures, applying heat to coated equip- over the course of the following year,
needed to shape the future of ment to melt off foulant layers. empowering the company to grow mar-
automation. We focus on values ket and profit share in its core markets.
like excellence, integrity, diversity, A large polyethylene producer was
collaboration, and professionalism. experiencing production rate degrada-
ISA is not just an association, tion due to the buildup of polymer Scaled predictive analytics
we are a community, built for skins on the walls of a tubular reactor, enhance production
professionals like you. which restricted flow and increased the Just like in the academic lab, accurate
pressure delta, causing the process to predictions for process manufacturing
approach the design limits of upstream operations depend on in-depth knowl-
ISA Connect equipment. The company sought a de- edge of past equipment behavior and
Engage in technical fouling strategy to increase production, outcomes. By using advanced analytics
discussions - both online prevent damage, and fulfill customer applications combining retrospective
and live - with automation
orders more quickly. with proactive analytics, process ex-
professionals like yourself all
around the world. perts and data analysts can easily build
Using the advanced analytics applica-
robust models capable of predicting
tion, a team of SMEs created a regres-
Career Center plant maintenance needs and risk-miti-
sion model of the degrading production
Search job boards, build your gating procedures.
rate to forecast when the production
resume, or get help career
planning – all the tools you
target would be met if no action were With collaboration among process,
need to advance your career taken. They then compared this date maintenance, and reliability experts,
in automation. to an alternative model incorporating and with the right tools in their digitali-
multiple defouling procedures over the zation toolbox, process manufacturers
ISA/IEC Standards run. The team performed calculations can build better models and provide
to determine the optimal number of operations personnel with vast plant
62443
Creating a LOPA
Project Report
By Narasimha Himakuntala
LOPA reviews are intended to
Layer of protection analysis (LOPA) is determine if there are adequate
a method of analyzing the likelihood
(frequency) of an event with a harmful protective devices or features in the
outcome based on the initiating event
frequency and the probability of failure process to provide tolerable risk.
of a series of independent protection
layers, which could prevent the harmful LOPA methodologies 12. Assign the SILs to safety instru-
outcome. mented functions (SIFs), if
There are qualitative and quantitative
applicable.
LOPA is one of the most used risk LOPA methodologies. The qualita-
13. Repeat steps 2 through 12.
assessment techniques, and, in its sim- tive LOPA methodology is performed
14. Increase the SIL of the SIFs used
plified form, is only a semiquantitative one scenario at a time. The benefit of
more than once, if appropriate.
technique. As with most risk assess- qualitative LOPA is it consumes less
15. Ensure the risk reduction provided
ment techniques, the primary focus of a time and fewer resources than more
by the IPLs will be maintained and
LOPA review is to determine if there are quantitative risk analysis techniques. It
validated.
adequate protective devices or features also provides a consistent and defen-
16. Complete and approve the LOPA
in the process to provide tolerable risk. sible methodology for a company’s risk
documentation.
and safety integrity level (SIL) target
Protection layers are the most critical
selection decisions. The steps are: A quantitative LOPA methodology
and fundamental aspect in any LOPA
is performed based on the multiple
review. Most of the analysis is spent 1. Identify all scenarios to be analyzed.
initiating event scenarios. The benefit
determining if the safeguards proposed 2. Select a scenario to analyze.
of quantitative LOPA is it determines
by a hazard identification team can be 3. Estimate initiating event frequency.
a more precise numerical estimate of
independent protective layers (IPLs). 4. Estimate consequence severity.
a SIF’s required performance and a
In the hazard identification review, all 5. Determine the fully unmitigated
required risk reduction factor (RRF) and
safeguards are listed, and no estimations risks.
SIL for SIFs protecting against multiple
are made regarding their effective- 6. Determine if the fully unmitigated
events. The steps are:
ness in preventing the hazard or their risk is tolerable.
dependence on one another. In the 7. Identify the IPLs. 1. Verify the effectiveness of each IPL
field, some teams assume certain safe- 8. Identify the enabling conditions and for each initiating event.
guards can provide significantly more conditional modifiers. 2. Estimate initiating event frequencies
risk reduction than their true capability. 9. Determine the intermediate event and IPL failure probabilities.
LOPA resolves this problem by requir- frequency. 3. Determine the SIL target for high-
ing the safeguards to meet predefined 10. Determine if the risk is tolerable. demand safety instrumented functions.
criteria before they are assumed to 11. Determine how to provide the ad- 4. Determine the SIL target for continu-
provide risk reduction. ditional risk reduction, if needed. ous demand SIFs.
LOPA worksheets this testing is documented. This pump power supply is independent.
Consider an example from some LOPA means the PSV meets the auditability If the spare pump and autostart safe-
2012 problem studies. A hazard and requirement for an IPL. guard met all the other IPL criteria, it
operability study (HAZOP) reviewed an The column pressure will increase from would be an IPL.
amine stripping column. An excerpt of its normal operating pressure of 30 psig The operators keep the column tem-
the documentation is shown in figure to 220 psig in approximately 15 min- perature control in manual approxi-
1. Quantification of risk categories and utes. This means no safeguards involving mately 25 percent of the time due
frequency is shown in figure 2. operator field actions can be IPLs. to “controllability issues.” This means
The column design feed rate is ap- the temperature controller cannot
Consider the resulting developed
proximately 1,450 liters per minute be used as an IPL, because it is not
worksheet shown in figure 3 and note
(LPM), but recent debottlenecking at least 90 percent dependable. If a
this additional information about the
has increased the feed rate to approxi- quantitative LOPA was performed, a
completed LOPA worksheet:
mately 2,175 LPM. The review team is probability of failure on demand of
The column is out of service three not aware of the PSV being resized for 0.33 = (1 – 0.9 × 0.75) may be used
months of every year. Because this this increased feed rate. This means if the temperature controller met the
tower is in service more than 10 the PSV cannot be an IPL, because the remaining IPL criteria.
percent of the time, this means no review team does not know if the PSV The column high-pressure alarm,
use factor may be used. If a quanti- is adequate for the increased feed high-temperature alarm, temperature
tative LOPA was performed, a use rate. This should be noted as an action control, and pressure control are per-
factor of 25 percent could be used. to confirm whether or not the sizing is formed in the unit’s BPCS. The BPCS
Operation and maintenance person- correct for the new case. contains redundant control proces-
nel are in the vicinity of the amine The spare reflux pump and low- sors and is powered using a redun-
stripping column approximately pressure autostart are not periodically dant power supply. Because all these
15 percent of each day. Because tested. Because the spare pump and functions reside in the same BPCS
personnel are present more than 10 autostart are not periodically tested, and the BPCS has not been designed
percent of the time, this means no this safeguard fails the auditability to meet IEC 61508 or documented
occupational factor may be used. If requirement for IPLs and cannot be to meet the “proven in use” criteria of
a quantitative LOPA was performed, considered an IPL. IEC 61511, only one IPL involving the
an occupational factor of 15 percent The low-pressure autostart is per- BPCS may be allowed.
could be used. formed in a local controller in the The operators have a detailed
The pressure safety valve (PSV) set- field that is separate from the basic procedure to respond to the reflux
ting is 220 psig, and it releases to process control system (BPCS). This pump tripping, which requires the
atmosphere. This means there should means the spare pump and auto- field operator to restart the pump.
be another reviewed LOPA scenario start could meet the independent If the pump cannot be restarted,
with the initiating event of the PSV IPL requirement based on periodical the control room operator must
lifting and the consequence of po- testing, even if the pressure or tem- trip the steam to the reboiler. If the
tential personnel exposure to H2S. perature controller was used as an operating procedure was rewritten
The column maximum allowable work- IPL, since its logic is not performed to have the control room operator
ing pressure is 300 psig. This means in the BPCS. immediately trip the reboiler steam
the PSV lift setting is adequate to The main reflux pump is turbine after the reflux pump trips, and the
protect the column from overpressure. driven, and the spare reflux pump is review team believes each control
The PSV is bench tested yearly, and electrically driven. This means the operator would perform this action
� Item – 1:1 � Parameter – Pressure � Deviation – High � Cause – The reflux pump trips.
CONSEQUENCE SAFEGUARDS S L R CAT RECOMMENDATIONS
The column temperature Reflux pump low-pressure alarm. 5 1 3 Safety Analyze in LOPA review
and pressure increase are
Spare reflux pump with low-pressure autostart.
causing a potential loss of
containment and potential Column temperature control and high-temperature alarm.
fatality due to operator Column pressure control and high-pressure alarm.
exposure to H2S.
Pressure relief valve.
Local H2S monitors.
S=Severity; L=Likelihood; R=Risk matrix ranking
Figure 1. Results of amine stripping column HAZOP review
1 2 3 4 5
RANKS CATEGORIES
First aid injury Recordable injury Lost time injury Permanent injury or death Multiple deaths
1 1 per 10 years 1 2 3 4 4
2 1 per 100 years Tolerable 1 2 3 4
3 1 per 1,000 years Tolerable Tolerable 1 2 3
4 1 per 10,000 years Tolerable Tolerable Tolerable 1 2
5 1 per 100,000 years Tolerable Tolerable Tolerable Tolerable 1
Figure 2. Quantifying risk categories and frequency
without hesitation, this could qualify operator to have at least 30 minutes and document the expected effective-
as an IPL. to intervene for an operator interven- ness of protective layers. When using
The company LOPA procedure re- tion safeguard to qualify as an IPL, a tool that performs analysis on single
quires the operator be given at least this safeguard is not an IPL. cause/consequence pairs, it is neces-
30 minutes to respond to an alarm for sary to perform an additional step
the alarm and operator intervention Final thoughts to determine the combined demand
to be considered a safeguard. Assum- LOPA is a valuable tool to analyze the frequency and RRF requirement for
ing the company requires the field risk associated with an event scenario the SIF. Failure to do so will result in an
underestimation of both the initiating
The amine stripping column reflux pump trips, causing event frequency and the RRF target.
the column temperature and pressure to increase, When a LOPA is used to determine
SCENARIO DESCRIPTION
which could lead to a loss of containment and a the design basis for a SIF, it is critical
potential fatality due to exposure to H2S. that the cumulative effects of multiple
DATE 01-15-12 DESCRIPTION initiating events be considered together
INITIATING EVENT Pump trip LIKELIHOOD 1 when assessing IPL effectiveness and
CONSEQUENCE Potential fatality SEVERITY 4 determining the SIF demand frequency
UNMITIGATED RISK—TARGET SIL 4 and the SIL target. IPLs should be ap-
plied only against the initiating events
ENABLING CONDITION(S) RRF
where they are effective, thus reducing
None
the residual risk for that scenario. Some
None IPLs, such as operator response to an
CONDITIONAL MODIFIER(S) RRF alarm, may be considered to reduce the
None demand rate on a SIF when well man-
None aged and monitored by a process such as
IPL(S) RRF the ISA-18.2 lifecycle. IPLs should only
PIC-101 Column pressure controller 10 be considered to reduce SIF demand fre-
None quency when they are well managed and
monitored to ensure effectiveness.
None
None
INTERMEDIATE EVENT FREQUENCY 2
RESIDUAL RISK—TARGET SIL 3 ABOUT THE
1. Consider making the spare pump and autostart AUTHOR
a safeguard by periodically function testing the Narasimha Himakuntala
pump and autostart. This testing will need to be is controls engineer –
documented. This will provide an RRF of 10. Protection Systems
RAD for the Spallation
2. Consider evaluating the capacity of the PSV to Neutron Source (SNS)
RECOMMENDATIONS ensure it can provide overpressure protection at Oak Ridge National
for this scenario at the new elevated feed rate of Laboratory (https://
2,175 LPM. If this PSV is found to be adequate, it www.linkedin.com/in/simha-himakuntala-bs-
will provide an RRF of 100. mba-cie-spec-67092518/). He has delivered
process safety instrumentation and control
3. Consider adding a LOPA scenario that will analyze systems engineering services for more than 17
the impact of the PSV lifting to the atmosphere. years for manufacturing facilities, oil and gas,
Figure 3. The resulting developed worksheet petrochemicals, refineries, and process plants.
2022 Award
Recognition
Recipients
ISA’s 2022 Honors & Awards Com-
mittee is “Celebrating Excellence” by
recognizing the following individuals
and groups this year.
Hunter Jeffrey Kubiak, City of Thornton, U.S. View the Media Planner Opto 22 ................................................................ 3
Robert Kulhanek, U.S. https://tinyurl.com/InTechAcom2022mediakit www.opto22.com
Joshua David Lindstrom, U.S.
Contact a Representative ProComSol, Ltd.................................................18
Richard Marzec, U.S.
www.procomsol.com
Trevor Mohlenkamp, City of Westminster U.S. Richard T. Simpson
Michael Peterson, U.S. Account Executive Tadiran ................................................................17
Joseph Pettijohn, U.S. Phone: +1 919-414-7395 https://tadiranbat.com
Robert Richards, Northeast Ohio Regional Email: [email protected]
Sewer District U.S.
Adam Ridley, Motiva Enterprises, U.S. Chris Nelson
Robert Scherpenberg, U.S.
Account Executive
Ryan Shane Romero, Motiva Enterprises, U.S.
Phone: +1 612-508-8593
Stephen Douglas Shelton, Motiva
Email: [email protected]
Enterprises, U.S. a
ISA members buildh
Jason Stahlecker, City of Westminster, U.S.
Gina DiFrancesco better world throug
Aaron Sturm, City of Westminster, U.S.
Timothy A. Vandrasik, NEORSD, U.S. Account Executive automation!
Robert P. Vojnovich, U.S. Phone: +1 216-509-0592
Dale Lee Voyles, Motiva Enterprises, U.S. Email: [email protected]
Jon Waganer, City of Westminster, U.S.
Jonathan Williams, U.S. Chris Hayworth
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