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Operator Effectiveness Solutions
               Presented by David Holden,
               Business Consulting Director,
               Invensys Process Systems
Operator Effectiveness




          Training
AM08-71                  2008 Annual Meeting
The Operator’s Tools
                                          Alarm Management
                                   DCS / ESD
          IMPORTANCE


                           APC and RTO

                           KPI’s


                       Reports



                           URGENCY


AM08-71                                        2008 Annual Meeting
The Operator’s Work Processes
                                          Emergency
                                          Procedures
                            Safety Management
      IMPORTANCE


                                Stable Operation
                          Team Communications
                   Economic Optimization

                    Maintenance
                    Management




                     URGENCY

AM08-71                                    2008 Annual Meeting
The Challenge
 • Always Be Safe
      – Process Safety
      – Personnel Safety
 • Master Tools and Processes Despite
      – Infrequent Real Life Application
      – Turnover
 • Maintain Tools & Processes

AM08-71                                    2008 Annual Meeting
Incident Root Cause Analysis

                 ACCIDENT (Incident) PERCENTAGES
                                                   • Operational errors
Mechanical Failure                       38

 Operational Error                  26
                                                   • Aging workforce
 Unknown Causes                12

   Process Upsets             10
                                                   • Longer runs
   Natural Hazard         7                          between
      Design Error    4                              shutdown
                                                   • Maintenance
  Arson/Sabotage      3




   AM08-71                                                     2008 Annual Meeting
The Operator’s Skills
                                                     General Qualitative      Unit-Specific
             Equipment Savvy                                                                           Unit-Specific Quantitative
                                   Experience,       Analysis                 Qualitative Analysis
             Intuitive Feel for                                                                        Analysis
                                   Procedural, and   Systematic Analysis of   Systematic Analysis of
             Equipment                                                                                 Systematic Analysis of
                                   Intuitive Based   Directional              Directional Changes
             Operation and                                                                             Direction, Magnitude and
                                   Analysis          Changes on Common        on Unit-Specific
             Basic Principles                                                                          Response Time of Changes
                                                     Processes                Processes


                                                                                                         90%
Competency




                                                                                     80%



                                                                                                            Objectives:
                                                              50%                                           • Shift competency
                                  30-35%
                                                                                                              curve
                                                                                                            • Shift it faster
                                           40%




                  15%




                                                 Training Capital (time and resources)                                  2008 Annual Meeting
  AM08-71 Source: RWD
Operator Training Simulator
While it is very difficult to quantify “incidents that won’t occur” and “improved
operator performance” the [investigation] team believes that the advantages to the
site from the use of simulator training would be significant. In order to leverage the
use of simulators to their best value, a clear simulator strategy is needed, outlining
most-likely-to-be-realized benefits, and critical success factors. This needs to be
backed by resources to develop meaningful ongoing training and optimization
programs.



              John Mogford, Fatal Accident Investigation Report, Isomerization
              Unit Explosion Final Report, December 9, 2005




 AM08-71                                                                2008 Annual Meeting
Why Use Simulation for Training?


Capture process
 knowledge
Practice makes
 perfect
Develop best
 practices

AM08-71                            2008 Annual Meeting
FP&L Experience Without Simulators
 It takes approximately 8-9 years of OJT to make an
 operator “error free”
 Number of Incidence (de-rate or trip)




                                 30

                                 25
       due to operator error




                                 20

                                 15
                                                                                              Years in J
                                                                                                       ob
                                 10
                                                                                           Data taken for
                                         5                                                 every operator
                                                                                           error where loss of
                                         0                                                 production or
                                                                                           damage to
                                             0   1   2    3    4    5    6     7   8   9
                                                         Years of Experience               equipment was
                                                                                           identified


AM08-71                                                                                       2008 Annual Meeting
What is the Value of a Simulator?
EEI Initial Startup (P4 Post Environment. Additions and ERGS)
w/o and with Simulator Training

                                        Power Plant Error Trips
                   30

                   25                                      Without Simulator Training
 Number of Trips




                   20                                      With Simulator Training

                   15

                   10

                    5

                    0
                        1          2           3    Year    4                   5               6

                        Simulator training can provide the equivalent of six (6)
                        years of OJT by focused training for atypical conditions
AM08-71                                                                                 2008 Annual Meeting
Role of the Simulator in the
                        Learning Curve
                                           Operator Training
                                           • In-depth Process Knowledge
                                           • Troubleshooting
                                           • Optimization                          90%
                                           • Abnormal Situation Management


                                                                        80%
Competency




             Procedures & Tasks                      50%
             • Plant Startup /Shutdown
             • Equipment SU/SD
             • Emergency Response



                                         40%




                       15%
                             Basic Equipment Knowledge


                      Source: RWD          Training Capital (time and resources)         2008 Annual Meeting
  AM08-71
OTS Overview

• What is OTS?
    –DCS HMI representation
    –Controls
    –Process Models
    –Instructor Station
    –Field Operator Stations
AM08-71                        2008 Annual Meeting
Operator Training Simulators




AM08-71                        2008 Annual Meeting
Different Types of Training Simulators

                        Type of Simulator
                        Generic - Generic Controls - Generic   Controls - Process
Process Basics
Equipment Familiarity

Practice Procedures

Develop Procedures

Troubleshooting
ASM

Economic Optimization

                                             Cost
                                            Value

  AM08-71                                                        2008 Annual Meeting
Modular Control and Process
 Simulation Models

                        DCS            GUI
                                             Process
                                             Models
                        Controls

                                                DynSim
                                   SIM4ME


                        Controls


      Operator
                        ESD
     Workstation
          (any brand)
AM08-71                                      2008 Annual Meeting
Control Room       Controls           Plant
                    (DCS, ESD)




                                 Outside
                                 Operation

                                       Instructor &
          Trainee     Controls
                                       Models
AM08-71     HMI     Representation           2008 Annual Meeting
What are Your Top 4
 Objectives for your company has for Operator Training Simulator use.
Select the Top Four Objectives that
                                    OTS?
        Avoid Lost Production
             Avoid Lost Production                                                              13.6 %
Increase Process Know ledge
      Increase Process Knowledge                                                               13.2 %
       Reduce Unplanned Downtime                                                         11.7 %
                 Improve Safety
                    Improve Safety                                               9.5 %
                    Avoid Incidents                                          8.5 %
Improve Troubleshooting Skills
     Improve Troubleshooting Skills                                         8.3 %
       DCS Factory Acceptance Test                                         8.1 %
          Operator Certification
             Operator Certification                                      7.5 %
             Improve Profit of Plant                             5.7 %
        Promote Best Practices
            Promote Best Practices                             5.1 %
               Engineering Studies                    3.0 %
   Improve Equipment Runtime
       Improve Equipment Runtime                    2.4 %
               Improve the Process                2.0 %
           Protect Environment
           Protect the Environment              1.4 %

                                       0   10     20      30      40       50     60      70     80

 AM08-71                                                                                 2008 Annual Meeting
What are the Main Benefits Achieved
with Your OTS?

• $$ Improved Startups $$
• Enhanced Operator Performance
• $$ Trip and Incident Avoidance $$
• DCS Checkout and Factory Acceptance
  Testing
• Test Proposed Operational Changes
• Knowledge Capture


AM08-71                               2008 Annual Meeting
Initial Startup- CMA Retraining Study
          S K IL L S


 HIGH
                            END OF INITIAL TRAINING AND PRACTICE
          R E S P O N S E




                                                                   WITH PRACTICE OF
                                                                   SIMULATED UPSETS



                                                                   WITH NO FURTHER
                                                                   PRACTICE




 LOW

                                                            TIME




AM08-71                                                                    2008 Annual Meeting
Key Success Factors for OTS
• Appropriate Fidelity
• Environment - One tool for many users: Model,
  Operator, Control, Trainer
• Life Cycle Cost – Easy updates and changes
• Training Program – OTS is part of Solution




AM08-71                               2008 Annual Meeting

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Tools Processes And Training

  • 1. Operator Effectiveness Solutions Presented by David Holden, Business Consulting Director, Invensys Process Systems
  • 2. Operator Effectiveness Training AM08-71 2008 Annual Meeting
  • 3. The Operator’s Tools Alarm Management DCS / ESD IMPORTANCE APC and RTO KPI’s Reports URGENCY AM08-71 2008 Annual Meeting
  • 4. The Operator’s Work Processes Emergency Procedures Safety Management IMPORTANCE Stable Operation Team Communications Economic Optimization Maintenance Management URGENCY AM08-71 2008 Annual Meeting
  • 5. The Challenge • Always Be Safe – Process Safety – Personnel Safety • Master Tools and Processes Despite – Infrequent Real Life Application – Turnover • Maintain Tools & Processes AM08-71 2008 Annual Meeting
  • 6. Incident Root Cause Analysis ACCIDENT (Incident) PERCENTAGES • Operational errors Mechanical Failure 38 Operational Error 26 • Aging workforce Unknown Causes 12 Process Upsets 10 • Longer runs Natural Hazard 7 between Design Error 4 shutdown • Maintenance Arson/Sabotage 3 AM08-71 2008 Annual Meeting
  • 7. The Operator’s Skills General Qualitative Unit-Specific Equipment Savvy Unit-Specific Quantitative Experience, Analysis Qualitative Analysis Intuitive Feel for Analysis Procedural, and Systematic Analysis of Systematic Analysis of Equipment Systematic Analysis of Intuitive Based Directional Directional Changes Operation and Direction, Magnitude and Analysis Changes on Common on Unit-Specific Basic Principles Response Time of Changes Processes Processes 90% Competency 80% Objectives: 50% • Shift competency 30-35% curve • Shift it faster 40% 15% Training Capital (time and resources) 2008 Annual Meeting AM08-71 Source: RWD
  • 9. While it is very difficult to quantify “incidents that won’t occur” and “improved operator performance” the [investigation] team believes that the advantages to the site from the use of simulator training would be significant. In order to leverage the use of simulators to their best value, a clear simulator strategy is needed, outlining most-likely-to-be-realized benefits, and critical success factors. This needs to be backed by resources to develop meaningful ongoing training and optimization programs. John Mogford, Fatal Accident Investigation Report, Isomerization Unit Explosion Final Report, December 9, 2005 AM08-71 2008 Annual Meeting
  • 10. Why Use Simulation for Training? Capture process knowledge Practice makes perfect Develop best practices AM08-71 2008 Annual Meeting
  • 11. FP&L Experience Without Simulators It takes approximately 8-9 years of OJT to make an operator “error free” Number of Incidence (de-rate or trip) 30 25 due to operator error 20 15 Years in J ob 10 Data taken for 5 every operator error where loss of 0 production or damage to 0 1 2 3 4 5 6 7 8 9 Years of Experience equipment was identified AM08-71 2008 Annual Meeting
  • 12. What is the Value of a Simulator? EEI Initial Startup (P4 Post Environment. Additions and ERGS) w/o and with Simulator Training Power Plant Error Trips 30 25 Without Simulator Training Number of Trips 20 With Simulator Training 15 10 5 0 1 2 3 Year 4 5 6 Simulator training can provide the equivalent of six (6) years of OJT by focused training for atypical conditions AM08-71 2008 Annual Meeting
  • 13. Role of the Simulator in the Learning Curve Operator Training • In-depth Process Knowledge • Troubleshooting • Optimization 90% • Abnormal Situation Management 80% Competency Procedures & Tasks 50% • Plant Startup /Shutdown • Equipment SU/SD • Emergency Response 40% 15% Basic Equipment Knowledge Source: RWD Training Capital (time and resources) 2008 Annual Meeting AM08-71
  • 14. OTS Overview • What is OTS? –DCS HMI representation –Controls –Process Models –Instructor Station –Field Operator Stations AM08-71 2008 Annual Meeting
  • 16. Different Types of Training Simulators Type of Simulator Generic - Generic Controls - Generic Controls - Process Process Basics Equipment Familiarity Practice Procedures Develop Procedures Troubleshooting ASM Economic Optimization Cost Value AM08-71 2008 Annual Meeting
  • 17. Modular Control and Process Simulation Models DCS GUI Process Models Controls DynSim SIM4ME Controls Operator ESD Workstation (any brand) AM08-71 2008 Annual Meeting
  • 18. Control Room Controls Plant (DCS, ESD) Outside Operation Instructor & Trainee Controls Models AM08-71 HMI Representation 2008 Annual Meeting
  • 19. What are Your Top 4 Objectives for your company has for Operator Training Simulator use. Select the Top Four Objectives that OTS? Avoid Lost Production Avoid Lost Production 13.6 % Increase Process Know ledge Increase Process Knowledge 13.2 % Reduce Unplanned Downtime 11.7 % Improve Safety Improve Safety 9.5 % Avoid Incidents 8.5 % Improve Troubleshooting Skills Improve Troubleshooting Skills 8.3 % DCS Factory Acceptance Test 8.1 % Operator Certification Operator Certification 7.5 % Improve Profit of Plant 5.7 % Promote Best Practices Promote Best Practices 5.1 % Engineering Studies 3.0 % Improve Equipment Runtime Improve Equipment Runtime 2.4 % Improve the Process 2.0 % Protect Environment Protect the Environment 1.4 % 0 10 20 30 40 50 60 70 80 AM08-71 2008 Annual Meeting
  • 20. What are the Main Benefits Achieved with Your OTS? • $$ Improved Startups $$ • Enhanced Operator Performance • $$ Trip and Incident Avoidance $$ • DCS Checkout and Factory Acceptance Testing • Test Proposed Operational Changes • Knowledge Capture AM08-71 2008 Annual Meeting
  • 21. Initial Startup- CMA Retraining Study S K IL L S HIGH END OF INITIAL TRAINING AND PRACTICE R E S P O N S E WITH PRACTICE OF SIMULATED UPSETS WITH NO FURTHER PRACTICE LOW TIME AM08-71 2008 Annual Meeting
  • 22. Key Success Factors for OTS • Appropriate Fidelity • Environment - One tool for many users: Model, Operator, Control, Trainer • Life Cycle Cost – Easy updates and changes • Training Program – OTS is part of Solution AM08-71 2008 Annual Meeting