API Standards- What can I Learn?

I attended an American Petroleum Institute (API) Equipment Standards meeting recently and was impressed with the number of years of experience and knowledge in the room as different issues were being discussed.  This thought also occurred to me–“How many people are really using this wealth of information?” With the everyday workload for most people in industry it is difficult to set aside much time for reading a standard or recommended practice even if its important to your job. However, if you consider the knowledge and potential learning available to you and your team in these documents its worth taking note; particularly if your new to industry.

Several API documents were written in response to a major industry incidents and were put in place to prevent similar incidents– IF followed. However, if we don’t know what is in the document then how do we learn from our mistakes. Unfortunately, that continues to be a common theme in the oil and gas industry that we don’t do a good job of learning from each other’s mistakes. I think this is vitally important as many highly experienced employees reach retirement age and turn over the reigns to the younger less experienced employees.

If you look at most of the smaller companies that don’t have the inhouse subject matter experts available to them, the knowledge related to any topic must be learn the hard way through mistakes. However, a much better and more proactive approach is to learn via training or self-teaching. The following list is a small sample of API documents/subjects available on Fixed Equipment and Rotating Equipment. The overall list of API documents available for learning in a vast range of industry topics is much larger.

  • API 510 – Pressure Vessel Inspection Code
  • API 570 – Piping Inspection Code
  • API RP 571 – Damage Mechanisms Affecting Fixed Equipment
  • API RP 572 – Inspection of Pressure Vessels
  • API RP 573 – Inspection of Fired Boilers and Heaters
  • API RP 574 – Inspection Practices for Piping System Components
  • API RP 575 – Inspection of Atmospheric and Low-Pressure Storage Tanks
  • API RP 576 – Inspection of Pressure Relieving Devices
  • API RP 577 – Welding Inspection and Metallurgy
  • API RP 578 – Material Verification Program for New and Existing Alloy Piping
  • API RP 579-1 – Recommended Practice for Fitness-For-Service
  • API RP 580 – Risk-Based Inspection
  • API RP 582 – Supplementary Welding Guidelines
  • API Std 653 – Standard for Tank Inspection, Repair, Alteration, and Reconstruction
  • API Std 610 – Centrifugal Pumps
  • API Std 611 – General Purpose Steam Turbines
  • API Std 613 – Special Purpose Gear Units for Petroleum, Chemical and Gas Industry
  • API Std 614 – Lubrication, Shaft-sealing, and Control-oil Systems and Auxiliaries
  • API Std 616 – Gas Turbines for the Petroleum, Chemical and Gas Industry Services
  • API Std 617 – Axial and Centrifugal Compressors and Expander-compressors
  • API Std 618 – Reciprocating Compressors for Petroleum, Chemical, and Gas Industry
  • API Std 619 – Rotary-type Positive Displacement Compressors
  • API Std 673 – Centrifugal Fans for Petroleum, Chemical, and Gas Industry Services
  • API Std 674 – Positive Displacement Pumps-Reciprocating
  • API Std 675 – Positive Displacement Pumps-Controlled Volume
  • API Std 676 – Positive Displacement Pumps-Rotary
  • API Std 677 – General-purpose Gear Units for Petroleum, Chemical and Gas Industry
  • API Std 681 – Liquid Ring Vacuum Pumps and Compressors
  • API Std 682 – Pumps-Shaft Sealing Systems for Centrifugal and Rotary Pumps
  • API RP 687 – Recommended Practice for Rotor Repair

If you have a problem or a topic that you’re in need of additional information, there is likely an API document available related to the subject. Although difficult from a time management perspective, we must take the time for learning for ourselves and our employees.

Actions to Take:
1)  Complete a quick review the API documents above and identify where additional knowledge might be warranted.
2)  Do you have access to the API standard? If not, discuss with your supervisor.
3)  Consider that you or one of your employees present an overview of an API document or small section of a document for their area during a weekly meeting. The employee and those present will all learn from this type of exercise.
4)  Consider attending an API event.

Condition Monitoring Can Benefit My Company and Myself?

The rotating equipment used in a plant is essentially the heartbeat of the plant. Rotating equipment is used to move gases and liquids throughout the plant, allowing the different production process units to perform their intended duties. To provide the desired on-stream production rates of these units, the rotating equipment must be reliable. Maintaining the equipment’s reliability at the desired high level is a process that requires many different people’s abilities and skills. The rotating equipment must be both maintained and operated in a manner that allows continuous on-stream production in-order to stay competitive. While improving the reliability of the rotating equipment, safety will be improved for both the productions unit and the equipment itself.
Any disruption with the equipment can result in many issues, such as safety issues, loss production and thus lost revenue, chain reaction of additional problems, additional expenses AND a disruption of people’s lives (especially non-scheduled working hours).

There is a major difference between a piece of equipment abruptly stopping vs being able to “plan” a shutdown due to equipment problems. An abrupt change in a process opens a door of opportunity of additional issues that can lead to human error of quick decisions, fires, additional unit issues and safety issues.

Knowing that equipment cannot run forever, how can these abrupt equipment downtimes be minimized and even eliminated? The answer is in knowing the condition of the equipment and experience with the equipment. Not being able to “look” inside of equipment makes it difficult to know its condition. Or does it? There are many ways to determine the condition of the equipment without having to look inside of it. Just as a doctor can tell you of your health’s condition by doing tests, the equipment’s health can also be evaluated by routine monitoring and performing tests and in many cases, without taking the equipment off-line!. The monitoring and tests can assist with providing an assurance that the equipment should be able to function as intended and when certain signals are detected, just like the doctor discovers, the equipment’s condition can be closely monitored so that a planned event can occur instead of a sudden abrupt stoppage.

Condition monitoring – the process of monitoring one or more key parameters of condition (such as vibration, or bearing oil temperature) on something (such as rotating equipment) in order to identify a significant change which may be indicative of a developing fault using the data from the parameter(s). Condition monitoring is one of the main components of a predictive maintenance program. A predictive maintenance program uses the information / measurements of the different parameters to help determine the condition of in-service equipment in order to predict when maintenance should be performed. This approach promises cost savings over routine or time-based preventive maintenance, because tasks are performed only when necessary.

Even with condition monitoring, the type of equipment and how it is operated must be considered. For example, the deterioration of internal components may be jeopardized due to the operating parameters such as load, temperatures, pressures or speed. Evasive (look inside) work still needs to be performed in addition to condition monitoring programs, but the schedule can be optimized. Therefore, reviews of the operation of the equipment, experience from the plant and experience from the manufacturer all play a factor in the overall equipment’s condition monitoring / predictive maintenance programs.

But, so what, why should a plant do condition monitoring or predictive maintenance programs anyway? Don’t these programs cost a lot of money which eats away from profits? We are trying to reduce our budget, not increase it! True, there are some costs involved. However, we need to provide a safer plant and to reduce expenses and condition monitoring and predictive maintenance programs can do that. How? Well, wouldn’t it be good if equipment did not catastrophically fail? Wouldn’t it be good if equipment could be repaired when it needed to be and not just because the clock dongs? Those are some of the goals. Maintenance programs for a long time have been based on the clock or repair when it breaks. Many inspections have been performed because a clock said to do it and many times the results of the inspections were that the equipment was in good condition. That was good to know, but it cost a lot of money to determine. Also, when taking equipment out of service, there is a risk involved and many pieces of equipment have been damaged due to exercises that did not need to be done. True, there is a cost for programs or instrumentation for monitoring, but by choosing the right programs, the right instrumentation and applying it practically and effectively to the right equipment will provide that result. Keeping track of Key Performance Indicators (KPI’s) will provide the evaluations of whether programs are effective or a waste of money. Each plant needs to fine tune their programs to fit their plant. Sometimes doing something for one plant will not be as beneficial as doing it with another. Don’t get me wrong, there are activities that doing routinely with the clock makes appropriate sense. However, there are sometimes that we need to re-evaluate these activities and possibly there can be some changes and improvements made that may extend their life cycle.

Condition monitoring / predictive maintenance programs can apply to many different types of equipment such as rotating equipment, vessels, piping, electrical systems and many many others. The parameters for monitoring will be dependent on the equipment, but can include performance, visual and listening (human senses), vibration, temperature, ultrasonics, lubrication condition, corrosion, electrical current signature, partial discharge as some examples. Keeping track of the data is important for trending to determine where and how fast deficiencies are occurring.

Each plant should develop appropriate condition monitoring / predictive maintenance programs that fit that site while providing ownership and accountability. The extensiveness of each program is associated with the risk that is allowed. Like any other program, these programs require management’s buy-in and leading. The level, detail or extensiveness of the programs may be different for different equipment.

Each piece of equipment will have its different failure modes and the effects of failure defined. Knowing the ways that the equipment can fail, and the effect of the failure will determine the appropriate and best cost beneficial condition monitoring / predictive maintenance programs.

Each program is to define its purpose, details, person in charge, expectations and training of the program’s activities. It is crucial that each program is well understood throughout the plant with all people. To ensure that the program is providing the expected benefit, the (KPI’s) should be established, tracked and provided to the plant’s personnel. A program that is not providing the expected results needs to be modified or replaced. An audit performed by an outside source can provide benefits for the evaluations for the success and failures of the programs.

Implementing and performing condition monitoring / predictive maintenance programs may be a cultural change for a plant. The change will not be overnight and possibly needs to be slow and steady to achieve the goals. Not all people will react the same and working shoulder to shoulder with management’s direction will help with the cultural changing. Building a culture of continuous improvement will provide a direction that all people can associate with and will hopefully want to get on board.

Did I also say that by knowing the condition of the equipment, a “planned” outage can be scheduled well in advance to plan and coordinate along other work scopes within the plant?

Oh yea… Less unanticipated issues should lead to each worker having a more capable “planned” OFF time that is not “got to go fix this thing again” lifestyle that is theirs to use to enjoy with their family!

Actions to Take:
1) Ask if your plant uses current condition monitoring / predictive maintenance programs.
2) Review if you have relative KPI’s.
3) Talk with your Maintenance / Operations staff about their knowledge of your
condition monitoring / predictive maintenance programs.
4) If programs are not established or are not “making the grade” ask for assistance from others that have
had been associated with successful programs.

If this seems overwhelming or you need help, BoilerRock can assist with the identification, development, monitoring or auditing of these condition monitoring / predictive maintenance programs that can benefit your plant AND allow you to have time with YOUR family!!!

Terry Roehm

Terry Roehm is a Rotating Equipment Specialist with 40+ years experience in both the upstream and downstream businesses of the Oil and Gas Industry. He is a member of the American Petroleum Institute (API) serving on task forces for the mechanical subcommittee and is a past advisory committee member for the Texas A&M Turbomachinery Symposium. He has held various positions in maintenance and engineering involving specification, selection, procurement, testing, installation, startup, troubleshooting and turnaround planning for the rotating equipment. He has established programs, provided and developed training opportunities and has completed audits for companies to improve their operating and maintaining of rotating equipment. He has a Mechanical Engineering Degree from Purdue University and is a registered Professional Engineer in the states of Kentucky and Texas.

Your Vibration Program

In today’s blog we will be discussing the basics of a vibration monitoring program and benefits for your plant.  The rotating equipment used in a plant is essentially the heartbeat of the plant. Rotating equipment is used to move gases and liquids throughout the plant, allowing the different production process units to perform their intended duties. To provide the desired on-stream production rates of these units, the rotating equipment must be reliable. Maintaining the equipment’s reliability at the desired high level is a process that requires many different people’s abilities and skills.

You get a report from a plant operator that a piece of rotating equipment seems to be vibrating more than it has previously been and wants to know what to do. How do you make the judgement call to continue its operation or to shut it down? Well, let’s start off with a little history searching… Do you have a routine or continuous vibration monitoring program that has been monitoring this piece of equipment and if so, what are the characteristics of the vibration data history? Does your company have the ability to perform a spot vibration data collection and analysis for that equipment to check its current condition? Knowing the history of this equipment, being able to perform a current vibration analysis on the equipment and having a program with defined vibration levels with corresponding actions will provide the information to determine if the equipment can continue to operate or whether it requires immediate shut down and repair.

Now, let’s step back and ask about that routine, continuous and spot checking vibration monitoring capability? As part of your plant’s condition based programs, it would be expected to have a plan for the vibration monitoring of the rotating equipment. Monitoring of the equipment’s vibration signature (frequency and amplitude) assesses the “health” of the equipment. Evaluations of this monitoring data is typically completed on a routine basis, continuous basis and also spot checking when the equipment’s vibration level has elevated. The benefit of monitoring is to first provide a high level of safety to the plant and personnel and then to minimize equipment failures that may lead to a serious event or even worse, injury or loss of life.

Rotating equipment typically has some level of vibration and with changing operational conditions or changes within the equipment, the vibration signature changes. The goal of a well-developed vibration monitoring program is to be able to identify the vibration frequency and amplitude to associate it with a defined situation. This evaluation provides the ability to determine whether to continue to allow the equipment to remain in service, plan a “short in the future” equipment shut down or an immediate shut down for maintenance. Goals for any of the condition monitoring programs should be specific and measurable. To ensure that the program is providing the expected benefit, key performance indicators (KPI’s) should be established and tracked.

Rotating equipment included in the program should include all critical (typically unspared equipment that can cause business interruptions/losses) and non-critical (typically equipment that does not greatly affect business losses). Rotating equipment typically included in the program are compressors/blowers, fans, pumps, motors, gearboxes, steam/gas turbines and engines. The extensiveness of the programs for each type of equipment may vary. Managing the vibration monitoring program must consist of training, procedures, records and program reviews/audits.

Actions to Take:

1) Review to determine if your plant has a vibration monitoring program.
2) Review your current vibration monitoring program.
3) Determine what equipment is included in your current vibration monitoring program.
4) Review your vibration monitoring program’s goals & associated KPI’s.

If this seems overwhelming or you need help, BoilerRock can assist with the establishing, identification, development, monitoring or auditing of the vibration monitoring program that can benefit your plant.

Terry Roehm is a Rotating Equipment Specialist with 40+ years experience in both the upstream and downstream businesses of the Oil and Gas Industry. He is a member of the American Petroleum Institute (API) serving on task forces for the mechanical subcommittee and is a past advisory committee member for the Texas A&M Turbomachinery Symposium. He has held various positions in maintenance and engineering involving specification, selection, procurement, testing, installation, startup, troubleshooting and turnaround planning for the rotating equipment. He has established programs, provided and developed training opportunities and has completed audits for companies to improve their operating and maintaining of rotating equipment. He has a Mechanical Engineering Degree from Purdue University and is a registered Professional Engineer in the states of Kentucky and Texas.

My Lubrication Program

My name is Terry Roehm, Rotating Equipment Specialist and today’s author for the BoilerRock Blog. I will be continuing the discussion on Lubrication Programs and the basics of a good program.

Part 1 of the overview for a lubrication program for rotating equipment discussed that it is one of the very important condition-based programs used to monitor the health of your rotating equipment. Condition based programs are used to assist the plant personnel with achieving the desired on-stream production rates of the process units while improving the safety for both the productions unit and the equipment itself.
Lubrication Programs Should:

o fit the site while providing ownership and accountability
o be specific and have measurable goals
o be well defined and detailed
o have management approval and backing

Rotating Equipment included in the Lubrication Program

Driven Equipment:

o Compressors / Blowers (Centrifugal, Screw, Reciprocating, Etc.)
o Fans (Fin Fans, HVAC, Process, Etc.)
o Pumps (Centrifugal, Gear, Reciprocating, Etc.)

• Drivers (Electric motors, Gas Turbines, Gearboxes, Steam Turbines, Etc.)
• Other Critical Equipment (Valving/Actuators, Wellhead Equipment, Etc.)

Included in the Lubrication Program

Activities should vary based on your site, the type of equipment and criticality, but the following are items that should be included in a high-quality lubrication program:

1) Identification of a lubricant champion (person in charge of the lubrication program that the site realizes has ownership and responsibilities to the program)
2) Identification of job responsibilities for the different aspects of the lubrication program.
3) Development of a training program for your lubrication program.
4) Identification of each piece of equipment that requires lubrication.
5) Identification of the lubricant required or each piece of equipment.

a) Consolidating the lubricants as much as possible
b) Identifying the correct lube oil level for equipment
c) Identifying the frequency and method of re-lubrication (oil or grease)

6) Development and maintaining lubrication program procedures.
7) Development of a record keeping system and maintaining of the records in an appropriate CMMS.
8) Routine site audits of your lubrication program.
9) Establishing requirements for your lubricant supplier.
10) Establishing methodology for your warehouse and unit lubricant storage and replenishment.
11) Establish methodology for disposal of used lubricants (to be considered as waste and must be handled and labelled as such and to contact HES for disposal information)
12) Establish lubricant condition monitoring program (oil sampling & analysis)

a) Identify the equipment to be included in the lubrication condition monitoring program.
b) Identify who and how to take the lubricant samples.
c) Identification of where the lubricant samples are to be analysed and how the results are communicated.
d) Identify how the results of the lubricant analysis program are to be incorporated into the maintenance program.

Implementing and performing a lubrication program may be a cultural change for many plants. The change will not be overnight and needs to be slow and steady to achieve the goals. Not all people will react the same and working shoulder to shoulder with management’s direction will help with the cultural changing. Building a culture of continuous improvement will provide a direction that all people can associate with and will want to get on board.

Actions to Take:

1) Review your current lubrication program against this guideline.  Are changes required?
2) Determine what equipment is included in your current lubrication program and if your systems are adequate.
3) Review how your lubricant is selected.

 

Terry Roehm is a Rotating Equipment Specialist with 40+ years experience in both the upstream and downstream businesses of the Oil and Gas Industry. He is a member of the American Petroleum Institute (API) serving on task forces for the mechanical subcommittee and is a past advisory committee member for the Texas A&M Turbomachinery Symposium. He has held various positions in maintenance and engineering involving specification, selection, procurement, testing, installation, startup, troubleshooting and turnaround planning for the rotating equipment. He has established programs, provided and developed training opportunities and has completed audits for companies to improve their operating and maintaining of rotating equipment. He has a Mechanical Engineering Degree from Purdue University and is a registered Professional Engineer in the states of Kentucky and Texas.

My Lubrication Program- What Should I Know?

My name is Terry Roehm, Rotating Equipment Specialist and today’s author for the BoilerRock Blog.  I will be discussing Lubrication Programs and some of the basics of a good program in part 1 for this topic.

The rotating equipment used in a plant is essentially the heartbeat of the plant. Rotating equipment is used to move gases and liquids throughout the plant, allowing the different production process units to perform their intended duties. To provide the desired on-stream production rates of these units, the rotating equipment must be reliable. Maintaining the equipment’s reliability at the desired high level is a process that requires many different people’s abilities and skills. The rotating equipment must be both maintained and operated in a manner that allows continuous on-stream production in-order to stay competitive. While improving the reliability of the rotating equipment, safety will be improved for both the productions unit and the equipment itself.

One of the reliability programs that is associated with rotating equipment is the lubrication program. Rotating equipment has components that rotate, slide or move requiring the friction to be reduced to prevent wear resulting in failure. The goal of a well-developed lubrication program is to ensure that all equipment receives and maintains the required levels of quality lubrication such that no equipment fails due to inadequate or improper lubrication while performing its intended purpose. A quality lubrication program will reduce the mean time between failures (MTBF) of the rotating equipment thus bringing down the maintenance costs. With higher MTBF’s, the rotating equipment will operate longer which reduces operating costs that are associated not only the repairs, but potential unit outages and incidental costs.

Each plant should develop a lubrication program that fits that site while providing ownership and accountability.

• lubrication program requires management’s buy-in and leadership.
• lubrication program is to define its purpose, details, person in charge, expectations and training of the program’s activities.
• it is crucial that the program is well understood throughout the plant with all people.
• to ensure that the program is providing the expected benefit, key performance indicators (KPI’s) are to be established and tracked.
• if the program is not providing the expected results it needs to be modified or replaced.
• audit performed by an outside source can provide benefits for the success or failures of the programs

A lubrication program is more than here is what
is to be lubricated

The lubrication program is more than here is what is to be lubricated. The lubricant program is to ensure that:

• equipment requiring lubrication is identified
• lubricant requirements are identified
• lubricant selection is rationalized and suitable for the application
• lubricant is provided by a reputable supplier per the determined requirements
• lubricant is stored in an appropriate manner
• lubricant is replenished with the right type, frequency, quantity and method
• lubricant is sampled in an appropriate manner
• oil testing/analysis requirements are chosen based on the requirements of the equipment
• appropriate action is taken based on analysis results
• lubricant stock is rationalized
• history is maintained in an appropriate CMMS

Rotating equipment included in the program should include any rotating equipment, critical (typically unspared equipment that can cause business interruptions/losses) and non-critical (typically spared or equipment that does not greatly affect business losses).

lubrication program may be a cultural change

Implementing and performing a lubrication program may be a cultural change for a plant. Any changes will not be implemented overnight and needs to be slow and steady to achieve the goals.  Not all people will react the same and working shoulder to shoulder with management’s direction will help with the cultural changing.  Building a culture of continuous improvement will provide a direction that all people can associate with and will hopefully want to get on board.

Actions to Take:

1)  Review your current lubrication program against this guideline and what is included in your current lubrication program.
2)  Do you currently have KPI for your lubrication program?  Review which way your KPI’s are trending.
3)  Review your current training strategy.
4)  Take a field trip–Review your current oil storage area and talk with your Maintenance/Operations staff about their knowledge of your lubrication program.

If any of this seems overwhelming or you need help with your lubrication program, BoilerRock can assist with the establishing, identification, development, training or auditing that will benefit your plant.

 

Terry Roehm is a Rotating Equipment Specialist with 40+ years experience in both the upstream and downstream businesses of the Oil and Gas Industry. He is a member of the American Petroleum Institute (API) serving on task forces for the mechanical subcommittee and is a past advisory committee member for the Texas A&M Turbomachinery Symposium. He has held various positions in maintenance and engineering involving specification, selection, procurement, testing, installation, startup, troubleshooting and turnaround planning for the rotating equipment. He has established programs, provided and developed training opportunities and has completed audits for companies to improve their operating and maintaining of rotating equipment. He Mechanical Engineering Degree from Purdue University and is a registered Professional Engineer in the states of Kentucky and Texas.