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Gas and Oil Reliability Engineering Modeling and Analysis Second Edition Dr. Eduardo Calixto Federal Fluminense University - LATEC AMSTERDAM•BOSTON•HEIDELBERG•LONDON NEWYORK•OXFORD•PARIS•SANDIEGO SANFRANCISCO•SINGAPORE•SYDNEY•TOKYO GulfProfessionalPublishingisanimprintofElsevier GulfProfessionalPublishingisanimprintofElsevier 50HampshireStreet,5thFloor,Cambridge,MA02139,USA TheBoulevard,LangfordLane,Kidlington,Oxford,OX51GB,UK FirstEdition2013 SecondEdition2016 Copyright©2016,2013ElsevierInc.Allrightsreserved. Nopartofthispublicationmaybereproducedortransmittedinanyformorbyanymeans,electronicor mechanical,includingphotocopying,recording,oranyinformationstorageandretrievalsystem,without permissioninwritingfromthepublisher.Detailsonhowtoseekpermission,furtherinformationaboutthe Publisher’spermissionspoliciesandourarrangementswithorganizationssuchastheCopyrightClearance CenterandtheCopyrightLicensingAgency,canbefoundatourwebsite:www.elsevier.com/permissions. ThisbookandtheindividualcontributionscontainedinitareprotectedundercopyrightbythePublisher(other thanasmaybenotedherein). Notices Knowledgeandbestpracticeinthisfieldareconstantlychanging.Asnewresearchandexperiencebroadenour understanding,changesinresearchmethods,professionalpractices,ormedicaltreatmentmaybecome necessary. Practitionersandresearchersmustalwaysrelyontheirownexperienceandknowledgeinevaluatingand usinganyinformation,methods,compounds,orexperimentsdescribedherein.Inusingsuchinformation ormethodstheyshouldbemindfuloftheirownsafetyandthesafetyofothers,includingpartiesforwhom theyhaveaprofessionalresponsibility. Tothefullestextentofthelaw,neitherthePublishernortheauthors,contributors,oreditors,assumeany liabilityforanyinjuryand/ordamagetopersonsorpropertyasamatterofproductsliability,negligenceor otherwise,orfromanyuseoroperationofanymethods,products,instructions,orideascontainedinthe materialherein. BritishLibraryCataloguing-in-PublicationData AcataloguerecordforthisbookisavailablefromtheBritishLibrary LibraryofCongressCataloging-in-PublicationData AcatalogrecordforthisbookisavailablefromtheLibraryofCongress ISBN:978-0-12-805427-7 ForinformationonallGulfProfessionalPublishing visitourwebsiteathttps://www.elsevier.com/ Publisher:JoeHayton AcquisitionEditor:KatieHammon EditorialProjectManager:KattieWashington ProductionProjectManager:SruthiSatheesh Designer:VictoriaPearson TypesetbyTNQBooksandJournals To my parents, Jose de Arimatea and Maria Auxiliadora Calixto and to my son, Leonardo Calixto Preface The oil and gas industry is a competitive market that requires high-performance assets that can be translated into high operational availability, production efficiency, reliability, and maintainability of all assets. Nowadays, to achievesuch high performance, itis necessary toextendthisexpectation to vendors.Thereforereliabilityengineering toolsareveryimportanttothisindustryandhavecontrib- uted greatly toits success during the last severaldecades. Reliabilityengineeringshouldbeappliedsystematicallyintheoilandgasindustrytosupportthe assets to achieveand maintain high performance. To meet this goal, it is necessary to establish the reliabilitymanagementprogram,whichmuststartattheverybeginningoftheassetlifecyclephase andmustbepartofdailyoperations.Thereliabilitymanagementprogramincludestheapplicationof differentqualitativeandquantitativemethodsthroughouttheassetlifecyclesuchasALT (acceler- atedlifetest),HALT(highacceleratedlifetest),RGA(reliabilitygrowthanalysis),DFMEA(design failure mode and effects analysis), PFMEA (process failure mode and effects analysis), SFMEA (systemfailuremodeandeffectsanalysis),WA(warrantyanalysis),FRACAS(failurereportanalysis andcorrectionactionssystem),PDA(probabilisticdegradationanalysis),RCM(reliability-centered maintenance), RBI (risk-based inspection), ReBI (reliability-based inspection), ReGBI (reliability growth-based inspection), ORT (optimum replacement time), RAM (reliability, availability, and maintainability) analysis, FTA (fault tree analysis), ETA (event tree analysis), LOPA (layers of protection analysis),SIL (safety integrity level)analysis, bowtie analysis,HRA(humanreliability analysis), and APO (asset performance optimization). Indeed,forcompanieswithassetssuchasoperationalplants,platforms,andotherfacilities,quan- titative and qualitative techniques are required during different phases of the life cycle. In project (concept, predesign, and design) and operational phases, DFMEA, SFMEA, RCM, RBI, WA, FRACAS, ReBI, ReGBI, ORT, RAM, APO, and HRA can be applied to support decisions for achieving and maintaining high performance in plant facilities and equipment. In addition, safety is one of the most important performance aspects of the oil and gas industry, and quantitative risk analysis methods, such as FTA, ETA, LOPA, SIL, and bow tie analysis, as well as qualitative risk analysis such as HAZOP, HAZID, PHA, and FMEA, can be implemented during the project (concept, predesign, and design) and operational phases. Moreover, when equipment is being developed by vendors, ALT, HALT, RGA, and DFMEA are highly important for supporting productdevelopment and achieving the performance targets defined in WA byoil and gas companies. This book discusses all of these techniques and includes examples applied to the oil and gas industry. In addition, reliability engineering program implementation as well as asset management is introduced with examples andcase studies. Asset management aims to drive action to achieve high-performance assets during the life cycle phases.Assetmanagementisintegratedwiththecompany’sstrategy,businessplan,andperformance atallorganizationlevels.Thereforereliabilityengineeringplaysanimportantroleinanassetmanage- ment program that encompasses asset integrity and integrated logistic support programs, as will be described inthis book. Topresentallreliabilityengineeringmethodsaswellasreliabilityengineeringprogramandasset management concepts and applications, this book is organizedintodifferent chapters asfollows. xv xvi Preface Chapter1:Themainobjectiveoflifetimedataanalysis(LDA)istopredictthereliabilityandfail- urerateforaspecificperiodoftimebasedonPDF(probabilitydensityfunction)parameters.Therefore thedescriptionofhistoricalfailureandrepairdata,thetypeofdata(complete,censored,andinterval), andhowtoobtaininformationfromthespecialistsarerelevantandwillbediscussed.SuchPDFplots the reliability and failure rate function. However, the main issuewhen performing LDA is to define which PDF fits better with the historical data. Thus different goodness of fit methods, such as the plot, rank regression, maximum likelihood, chi square, SmirnoveKolmogorov, and Crame´revon Mises are discussed in this chapter with examples applied to the oil and gas industry. In addition, the different types of PDFs, such as exponential, Weibull, lognormal, loglogistic, normal, logistic, Gumbel,gamma,andR,generalizedGama,Rayleigh,andtheirparametercharacteristics,arealsodis- cussedincludingtheimportanceofconfidencelimitsbasedontheFishermatrixconcept.Attheendof thischapter,LDAcasestudiesappliedtooilandgasequipmentsuchaspumps,valves,compressors, heatexchangers,pipelines,andfurnacesarepresentedtoclarifytheconceptofLDAinrealapplica- tionsbased onsoftware tools. Chapter2:Thischapterdescribestheimportanceofqualitative(HALTandHASS)andquantitative (ALT, RGA, and PDA) reliability engineering methods to understand product weakness under high operationalstressandalsotopredictreliabilityconcerningstressfactorsthatinfluenceequipmentper- formance.Duringthedesignphase,ALT,HALT,HASS,andRGAareappliedtopredictassetfailures and reliability in early design stages as well as to support equipment development and performance target achievement. The PDA is applied during the operation phase to predict equipment reliability based on equipment degradation caused by failure cumulative effects. The ALT methodology will bedescribedbasedondifferentmethodssuchasArrhenius,Eyring,inversepowerlaw,temperaturee humidity,temperatureenonthermal,generalloglinear,proportionalhazardmodel,andthecumulative risk model. In addition, reliability growth analysis methodology will also be described based on different methods such as Duane, CroweAMSAA (NHPP), LloydeLipow, Gompertz, logistic, Crowextended,andpowerlaw.ThePDAmethodologywillpresentdifferentmethodssuchaslinear, exponential, power, logarithmic, and the phase exponential model. All these methods are described mathematically with examplesand graphs applied tothe oil andgasindustry. Chapter3:ThischapterbeginswiththeconceptsoffailureanddifferentFMEAexamples.Further- more,the qualitativeapproach todefinecriticalequipment based ondifferent criteria such assafety, environment, production, and cost will be discussed. To clarify the different maintenance strategies appliedtoRCMtheconceptofpreventivemaintenanceaswellasdifferenttypesofpredictivemain- tenancewillbeintroducedwithexamples.Theaimofthischapteristointroducereliabilityengineer- ing,qualitativemethodsrelatedtomaintenancesuchasFMEA,RCM,andRBIaswellasquantitative methodssuchasReBI,RGBI,andORT.Inaddition,FRACASandWAwillbediscussedasabaseline forareliabilitydatabasetoenabletheLDAdiscussedinChapter1.Attheendofthechapter,several FMEA,RCM,andRBIcasestudieswillbedemonstratedrelatedtothemaincriticalequipmentforthe oilandgasindustrysuchaspumps,valves,compressors,vessels,pipelines,tanks,andflexiblerisers. Chapter4:Theaimofthischapteristodemonstratetheconceptofsensors,performanceindexes such as reliability, availability, and production efficiency as well as the approach to predict such performance indexes based on RAM methodology. Therefore RAM analysis is the basis of complex system performance analysis. To demonstrate such methodology, RAM analysis steps such as scope definition, LDA, modeling, simulation, critical analysis, sensitivity analysis, and conclusions will be discussed. In fact, RAM analysis simulates the system behavior in terms of subsystem and Preface xvii equipmentfailuresoverthelifecycle.Toperformsuchsimulationthereliabilityblockdiagrammodel is necessary, as will be demonstrated. In addition, rather than predicting the performance index the main object of RAM analysis is to analyze the influence of external factors on system performance, suchaslogistics,spareparts,redundancyconfiguration,aswellastheeffectofpreventivemaintenance inperformance indexes.Each ofsuch externalfactor influences willbedemonstrated byexample in this chapter. Moreover, to predict the necessary performance improvement, improvement allocation andoptimizationconceptswillbediscussed.Thechapterwillpresent10differentcasestudiesapplied to oiland gas onshore andoffshoreassets during projects and the operation phase. Chapter5:ThischapteraimstopresentdifferentHRAstomodelhumanerrorduringthedifferent asset life cycles, such as design, manufacturing, commissioning, operation, as well as transportation andmaintenance.Inadditiontohumanerrorprobabilityassessment,thehumanperformancefactors will be analyzed to minimize the factors that influence human error such as internal (psychological, social, physical, and mental) and external (technology, procedures, ergonomic, and layout). HRA can be performed by different methods such as THERP (technique for human error rate prediction), OAT (operator action tree), ASEP (accident sequence evaluation program), HEART (human error assessment reduction technique), STAHR (social technical analysis of human reliability), SPAR-H (standardized plant analysis risk human reliability), SLIM (success likelihood index method), SHERPA (systematic human error reduction and prediction approach), and Bayesian networks. The advantagesanddisadvantagesofimplementingeachHRAmethodwillalsobediscussed.Inaddition, casestudiesappliedtosafety,operational,andmaintenancerelatedtotheoilandgasindustrywillbe presented. Chapter6:Thischapteraimstopresenttheconceptofriskmanagementovertheassetlifecycle basedonhazardidentification,riskanalysis,riskevaluation,andriskmitigation.Toproceedwiththe riskanalysis,differentqualitativeandquantitativemethodswillbepresentedwithexamplesapplied totheoilandgasindustry.QualitativeriskmethodssuchasHAZOP,HAZID,PHA,andFMEAwill demonstrate examples applied to the oil and gas industry to identify different types of hazard and analyze the risk qualitatively. In addition, quantitative risk analysis methods applied to predict the risk,suchasFTA,ETA,LOPA,SIL,andbowtieanalysis,willbepresentedwithoilandgasexam- ples. At the end, casestudies will demonstratethedifferentcombinations ofqualitativeandquanti- tative risk methods as well as the combination of risk analysis with other methods such as RAM analysis and HRA. Chapter7:Theaimofthischapteristodiscusstheprocessofbuildingupasuccessfulreliability engineering program in the oil and gas industry. In this way, the first step will be to understand the competitiveness of the oil and gas industry based on different factors such as customers, suppliers, competitors,regulators,andsubstituteproducts.Afurtherstepwillbetounderstandtheapplication of different reliability methods over enterprises’ life cycles. Once the importance of each method application is understood, the successful factors that influence reliability engineering programs, suchasculture,organizationalframework,resource,andworkroutine,willbepresented.Inaddition, 10reliabilityengineeringpitfallswillbepresentedtoavoidcommonmistakesthat havebeenmade fordifferentorganizationsaroundtheword.Despitetheseimportantfactors,therearemanybarriers toimplementingreliabilityengineeringprogramsinmanyorganizations,suchasleaderprofile,fast food culture, and a standard approach. Finally, successful cases of reliability engineering organiza- tionsaswellasorganizationsthatpromotereliabilityengineeringaroundtheworld,includingBayer, USNRC,ESRA,ESReDA,SINTEF,KarlsruheInstituteTechnology,IndianInstituteofTechnology xviii Preface Kharagpur, University of Strathclyde Business School, and University of Stavanger, will be presented. Chapter 8:Theaim ofthischapter is tointroduce the conceptofasset managementby including reliability engineering, asset integritymanagement, and integrated logistics support programs. Asset management hasthemainobjectiveofsupportingtheassetstoachievehighperformance.Therefore differentmethodsbasedonreliabilityengineering,riskmanagement,humanreliability,aswellaslife cyclecostmustbeperformedinadifferentassetlifecycleasdefinedbytheassetmanagementplan. The chapter also presents standards such as PAS 55 and ISO 5500 and additional references such as KP3assetintegrityprogramandtheconceptsofJP886standardsrelatedtoILS.Moreover,thechapter proposesthequantitativeassetmanagementevaluationmethodologybasedonISO55000andquality awardmethodology.Toclarifytheassetmanagementconcepts,fourcasestudiesrelatedtoassetman- agement are presented. The first one describes asset integrity management during the design phase applied to a subsea asset. The second case study describes the recovery sulfur plant asset integrity implementationduringthepredesignphase.Thethirdcasestudydescribestheintegratedlogisticssup- port program applied during the design phase for subsea assets. The fourth case study describes an asset management program applied to anintegrated offshore system. Thebenefitsofthis bookinclude: • Understandinghowtousefailureandrepairhistoricaldatatopredictreliabilitybasedonexamples andcase studies; • Understanding howtopredict reliabilityduring the designphase, consideringstressorfactorsas well ashowtoimprovesuch reliability; • Predicting reliabilitybased onthe cumulativeeffect offailures; • Understandingtheconceptofdifferentmethodsappliedtorepairableequipmentandsystemswith severalexamplesof FMEA, RCM, andRBI applied tothe oil and gas industry; • Predicting andoptimizing complexasset performance, such asrefineryplants, utility facilities, subsea, and platform,considering different factors such as reliability, maintainability, preventive maintenance, spare parts, logistics, andlife cyclecost; • UnderstandingtheapplicationofHRAbyconsideringtheinfluenceofhumanerroronassetsafety, operation, and maintenancetaskperformance; • Understandingtheeffectofsafetyonassetperformancebyconsideringtherelationbetweensafety, reliability, and maintenance; • Understanding the importanceof areliability program over the assetlife cycleas well asthe applicationofdifferentreliabilityengineeringmethodsindifferentassetphases:the10reliability pitfalls aswell asthe reliability program barrierswill also be clearly understood; • Understanding the asset management program concepts andthe relation of asset management to other important programs such as reliabilityengineering, assetintegrity,and integrated logistic support. The new edition of this book is based on the author’s knowledge and experience over the past 13yearsasareliabilityengineerintheoilandgasindustrybyapplyingconsultantservicesandpro- posingsolutionsfordifferentoilandgascompaniesfromtheUnitedStates,SouthAmerica,Europe, Asia, Africa, Australia, and the Middle East. Acknowledgment ThankyoutomymastersfromFluminenseFederalUniversity,GilsonBritoAlvesLimaandOswaldo Luiz Gonc¸alvesQuelhas, for supporting and sponsoring myengineering career. I also thank the following teammates: Joao Marcus Sampaio Gueiros, Jr., Carlos Daniel, Wilson Alves dos Santos, Geraldo Alves, Cid Atusi, Darlene Paulo Barbosa, Leonardo Muniz Carneiro, Aneil Souza, Michael Sabat, Carlos Hanriot, Willyane Castro, Paulo Ricardo, Ronaldo Priante, Oswaldo Martins, Istone R., Alexandre Nunes, Milton Igino, Jose Luiz Nunes, Fernando Sigiliao, Joao Eustaquio, Carlos Eustaquio Soukef, Fabio Franca, Nelmo Furtado, Carlos Andre, Delton Correa, Miguel Ricardo, Rafael Ribeiro, Marcio Bonfa, Jorge Fernandes, Claudio Garcia, Joseane Garcia, Paulo Rijo, Manoel Coelho, Antoˆnio Ribeiro Louzana, Wilson Antunes, Jr., Marco Evangelista,MarianoPacholok,MauricioRequiao,RicardoAlexandre,AmauridosSantosCardoso, Helio Goes, Manoel Jose Gomez, Romeu Wachburger, Gustavo de Carvalho, Jorge Luiz Ventura, Douglas Tirapani, Borges Ezequiel, Adelci Menezes, Aldo Silvestre, Tony Lisias, Frederico Vieira, Mario Barros, Paulo Rosemberg, Francisco Bezerra, Eduardo Guerra, William Frederic Schmitt, Antonio Carlos Freitas Araujo, Luiz Eduardo Lopes, Gustavo Furtado, Emerson Vilela, Carlos Frederico Eira, Marcelo Ramos, Atila R., and Professor Carlos Amadeu Palerosi for supporting my reliability analysis over the years. Forcontributingtothisbookandtomyreliabilityengineeringcareer,IthankJoaoMarcusSampaio Gueiros,Jr.fromPetrobras,ClaudioSpanofromReliasoftBrazil,CidAugustofromReliasoftBrazil, PauliAdrianodeAmadaGarciafromFluminenseFederalUniversity,andPauloRenatoAlvesFirmino from UFRPE. IhavealsotothankStephenLauriefromFronticaBusinessSolutions(UK),DavidThompsonfrom RAMsoftLtd.(UK),DougOgdenfromReliasoftCorporation(USA),YzakBotfromBQRReliability Ltd.(Israel),andAndrzejKozakfromUDT,SafetyInspectionOffice(Poland)foralltheirsupporton my internationalcareer asa reliabilityengineer. Tomy wife Isabel Katrin Calixto: thankyou for all yoursupportduring this time. xix

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