New 49 CFR Requirements Mean New Strategies for Pipeline ...

Sponsored byAre You Prepared? New 49 CFR RequirementsMean New Strategies for Pipeline ControlRoom Management.12 1217New Laws Mean New Strategies forPipeline Control Room ManagementExecutive Guide to49 CFR RegulationsSponsor Profile

Sponsored by• Reviewed for study and analysis. Continuousimprovement and change management formthe core of these new regulations. Withouta system for consistent data collection andscrutiny, there is no foundation on which tobase change.As you develop your installation plan, considerthat many Invensys tools can be applied to anySCADA system to deliver the solutions you needto meet the desired standards of excellence. ThiseGuide highlights important aspects of the new49 CFR regulations, and illustrates how a singlesource portfolio of integrated solutions can helpyou meet all the demands of the new laws withone offering. It provides a roadmap for implementingindividual solutions using products whichwork together and integrate diverse elements,outlining how they can be applied, the regulationsthey help address, and the benefits they can bringto your facility.Taking an integrated approachCompliance with the new DOT regulationsis facilitated and supported by an integratedapproach, which harnesses the powerof a central system platform and associatedtools. Adaptation can be achieved in large partby focusing on seven primary solution areaswhich reach from the individual function to thecomplete system and total plan. These areas arecalled out in the box to the right.49 CFR primary solution areas. (click on any chapter)1. SCADA System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4and User Interface2. Workflow Management . . . . . . . . . . . . . . . . . . . . . . . . . . 63. Controller/Operator Training . . . . . . . . . . . . . . . . . . . . . . 74. Alarm Management5. Field Operator Workflow Tools . . . . . . . . . . . . . . . . . . . . 96. Comprehensive ShiftHandover Tools. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8. . . . . . . . . . . . . . . . . . . . . . . . . . . . 107. Compliance Plan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11Implementation/Analysis Services3New Laws Mean New Strategies forPipeline Control Room ManagementExecutive Guide to49 CFR RegulationsSponsor Profile

Sponsored by2. Workflow ManagementWorkflow applications help pipeline managementpersonnel know what to do every time anincident occurs and keep records of everythingthat happens. Beyond these benefits, they givefacilities the ability to comply with a numberof criteria in the new laws. Workflow solutionspermeate the regulations. Reference to them canbe found in:• Section (b) Roles and Responsibilities• Section (c) Adequate Information• Section (e) Alarm Management• Section (f) Change Management• Section (g) Operating Experienceensure a consistent set of procedures for qualityand safety are followed.Tools: An example of a workflow application is atool such as ArchestrA Workflow from Invensys,which provides enterprise-wide business processmanagement (BPM) and advanced workflowsoftware solutions for companies of every sizein several industries. It uses the same tag namestructure, pulls from the same database, andincorporates the same object model into its core.It is unique in that it is completely embedded intothe SCADA system.The bottom line: This tool is designed with thecontroller’s work processes in mind and considersthe engineer’s need to maintain and upgradeworkflows.6• Section (h) Training• API 1168 Section 7Automated workflow tools can help thecontroller by automatically driving downstreamactions of processes which might distract him/her from the primary task of returning thepipeline to a stable state. Management definesworkflows ahead of time with great care toensure all conditions, procedures and contingenciesare covered. When an alarm or action isengaged, the workflow automatically starts up.Events direct the workflow application to sendalerts to field personnel, open the reports thatneed to be filled out, notify supervisors and othercritical personnel of the situation, and muchmore. Equally important, workflow tools maintaina record of compliance and completion. Theirmost important value; however, is an ability toBenefits: An automated workflow toolsetoffers an organization innumerable benefits thatextend across the facility. Specifically:Compliance managers will have completeconfidence the procedures they install willcontinue to be performed down the road becausethey are automated and rely less on maintainingtraining and documentation. Becausethe tools are embedded in the control system,it will be easy to perpetuate the process. In thefuture, managers will know critical alarms oractions, which must adhere strictly to corporateprotocols, are met because steps havebeen pre-defined and thoroughly thought out inadvance. Automatically generated procedures arerecorded and validated based on signature-andtime-stamping.Workflow Tool used to meet Section (e)1 Alarm Management.Control room SCADA managers can be sureduring a series of complicated or emergencyevents the controller will be able to focus on thecritical steps needed to stabilize the process,while the workflow tool drives the secondary andtertiary procedures. Workflow management canbe applied to any process, which can be improvedthrough the automation of controller activitiesduring abnormal and emergency events.Plant engineers benefit from a consistentset of steps that have been planned inadvance. Using their knowledge of and ability tocreate a remediation plan, plant engineers canharness the power of the workflow tool, ensuringproper steps are followed and knowing controllershave not been led to making potentiallyerroneous decisions.New Laws Mean New Strategies forPipeline Control Room ManagementExecutive Guide to49 CFR RegulationsSponsor Profile

Sponsored by3. Controller/Operator TrainingAny time an emergency occurs, a plantcontroller or operator must instinctively knowwhat to do. He must be trained to respondreflexively. A comprehensive training programnot only is required by law, but also helps ensurecontrollers and operators respond properly toall situations which occur in the plant and havehad the opportunity to practice how to respondin advance. Training promotes safety, reducesdowntime and makes good sense.According to 49 CFR 195.446/192.631 (h):training, ”facilities must establish a trainingsystem for controllers which teaches them tooperate their systems in all types of conditionsand trains their operators to communicate toother areas during emergencies.” Training simulatorsplay a significant role in helping facilitiesmeet these requirements. However, today thetraining paradigm has shifted beyond HMI navigation,alarm handling, and system stabilizationand consequently requires significant considerationby the training organization and the compliancegroup. The training environment must coverthe entire set of operations a controller encounterseach day. The controller must be trained tohandle all elements of communications to plantpersonnel and more.The law states a facility must establish acontroller training program and review thecontent of that program to identify possibleimprovements at least once each calendaryear and at intervals not exceeding 15 months.Training must include the use of a computerizedsimulator or non-computerized (tabletop) methodwhich trains controllers to recognize abnormaloperating conditions. Further, it requires what-ifscenario training.The law also recognizes field personnel as animportant part of any operator safety and maintenanceprogram. Because these personnel areseparated from control centers, typically operatingin remote locations, remote telemetry andstandardized instructions are required to achievethe security required by the 49 CFR amendments.An embedded training system should give operatorsthe ability to review setups and other proceduresused regularly but infrequently in advanceof their application.Tools: Advanced simulation-based applicationssuch as those offered by Invensys’ SimSci-Esscorand Energy Solutions International (ESI) providehigh-level automated computerized training,which embraces all requirements noted in thenew regulations. Their pipeline managementtraining environment resides within the overallsystem platform to incorporate this complianceelement into a cohesive and integrated system.Numerous applications can be simulated, fromsimple tie-back control to more complex activitiessuch as understanding workflow, roles andresponsibilities, accessing shift logs, and muchmore. Trainees work directly on the SCADAsystem using a dedicated training console. Theinstructor is able to set up pre-defined trainingscenarios or introduce changes and upsets, andthen observe and assess operator reactions.Complex batch, capacity optimization, leak detection,and tank management applications, amongothers, may also be simulated.The bottom line: This tool provides a trainingenvironment, which includes all SCADA specificfeatures, realistic alarm handling, and the overallcommunication tools and procedures required insection (b) and (c) of the law, in particular.Benefits. Integrated training simulators offer thefacility a variety of tools for meeting the educationalneeds of controllers, operators, and otherpersonnel at all levels. Specifically:Compliance managers can be assuredoperators and instructors are educated in anenvironment that allows the creation of specificmultiple, dynamic what-if scenarios to whichoperators can react. They can ensure measurableresults generated by the system’s built-ingrading mechanism, which allows performanceto be qualitatively and quantitatively defined.And they also benefit from the knowledge controlroom personnel have seen and have been trainedto handle the entire set of actions they mayencounter prior to the events taking place.7Control room SCADA managers can be surethe training system meets regulation requirementsto completely emulate the real workingSCADA system. This occurs in terms of operatorinteraction and the timing of processes and logicthrough the use of a virtual PLC, or controller,and the presence of two-way communicationbetween each application. Use of a computerizedtraining system allows managers to presentscenarios to the controller [as noted in section(h) (4) of the law] that would be difficult toconstruct without anautomated system orwith a generic controlenvironment.Plant engineerscan be assuredpersonnel and technicianshave been trainedand tested on their fullset of responsibilities andhave working knowledgeof the pipeline system,especially during thedevelopment of abnormaloperating conditions.New Laws Mean New Strategies forPipeline Control Room ManagementExecutive Guide to49 CFR RegulationsSponsor Profile

Sponsored by4. Alarm System ManagementFast, reliable response to abnormal situationsis a must in today’s industrial environment.Failure of a device, or a human being to act, canmean disaster, as a number of recent eventshave proven. A good alarm management systemensures that when an alarm sounds it is a truealarm and everyone involved will know what to doin response.The pipeline management regulationscontained in 49 CFR require a documented planthat reaches down to the individual device or taglevel. Among the new requirements are 49 CFR195.446 and 192.631, which require each operatorusing a SCADA system to have ”a written alarmmanagement plan to provide for effectivecontroller response to alarms.” The plan mustcover six primary actions (see the regulation formore detailed information on each point):• Review SCADA safety-related alarmoperations;• Identify monthly points affecting safety;• Verify safety-related alarm set point valuesand descriptions as correct;• Review the alarm management plan annuallyfor effectiveness;• Monitor content and volume of controlleractivities and evaluate annually; andIt is a given that an operator’s response to andacknowledgement of alarms appear in the HMI.But within these new regulations, an operatormust do more than deal with alarm floods andchattering alarms. Handling alarms must beviewed in the context of the entire pipeline. Theymust be managed from the control room andthe process must embrace the entire workflow.Further, lessons learned must be captured foreasy retrieval during future abnormal or emergencyconditions.Tools. Alarm management requires the capabilityfor slicing and dicing alarms, but its real importancerests with laying out an alarm strategyor rationalization, and then implementing thealarms in the design of the HMI. This front-endprocess benefits from being supported by robustsoftware bundled on top of the SCADA system.Systems such as ArchestrA System Platformprovide a common, scalable engineering andHMI environment for managing alarms, includinga high-performance historian and a specializedsoftware package of alarm management tools fordeveloping a comprehensive alarm strategy. Thisintegrated application framework enhances visualizationand data management capabilities to meet allthe needs of industrial automation and informationpersonnel.The bottom line: This closed-loop solution offerscontinual evaluation and modification of alarmingstrategies.Compliance managers benefit from integrationof all operations data, regardless of the source.The closed-loop configuration ensures continualevaluation and modification of alarm strategies.Standardization in development and run-time operationsenvironment saves time and money. Flexibilityallows facilities to meet new needs and take advantageof new opportunities.Control room SCADA managers gain access toreal-time data and historical analysis. They canbe assured that alarms that are created are trulyimportant so that their controllers are focusing onimmediate emergency and abnormal conditions.They can be confident that alarm statistics are beinggathered and archived, and that they are operatingin a rich environment in which alarms can be viewedand analyzed. They also benefit from the impact of awell-planned strategy based on workflow activitiesderived from critical alarms culled from the entirealarm list.Plant engineers benefit from integratedactivities and communications that ensureall field changes occur with the full awarenessand knowledge of control room operations. Theyalso have instant access to accurate and detaileddata and historical records when planning andimplementing physical changes to pipeline equipmentor the configuration.8• Address plan deficiencies.Benefits. An integrated approach to alarm operationsand management ensures alarms are accurate andsupport safe pipeline operations. Specifically:New Laws Mean New Strategies forPipeline Control Room ManagementExecutive Guide to49 CFR RegulationsSponsor Profile

Sponsored by5. Change Management/Mobility SolutionsUsing a systematic, automated method formanaging change not only helps facilities complywith the new regulations, but it also ensureseveryone keeps in touch, boosting efficiency andproductivity because no tasks are repeated orin conflict. The diverse requirements of pipelinesystem management, and the need for integratingthem according to the new regulations,are especially obvious when field personnel areinvolved. Communication between these keypersonnel must be foolproof. According to 49 CFR195.446 and 192.631, each operator must ensureany changes impacting control room operationsare coordinated with control room personnel.Field personnel must contact the control room:• When emergency conditions exist [Section (f)2], and• When making field changes that affectcontrol room operations (API 1168).Tools. Providing information between controllersand field personnel is critical to a safe and efficientworkplace. An option such as WonderwareIntelaTrac ® , a record-keeping and proceduralinstruction tool for mobile field operators, canassist operators, field engineers, and supervisorsin creating inspection solutions to meetregulatory procedures; assigning, scheduling, andexecuting rounds; and reporting findings withassigned levels of criticality and severity backto the controller and into databases for futureauditing.The bottom line: This tool for developing andimplementing mobile procedures and recordsempowers field workers with best practices ontheir routes by providing intelligent work processmanagement capabilities that comprehensivelyaddress pipeline management and terminal safety.Benefits. Automated procedures and recordkeepinghelp companies achieve significantproductivity gains by creating a conduit betweencontrollers in the control room and field personneldoing inspections and rounds, identifyingscheduled and unscheduled maintenance activities,conducting reporting and event recognition,and performing alert handling and action validation.Specifically:9Compliance managers can be confidentthese tools capably meet regulations forcontrol room management change. The systemalso provides for coordination and communicationbetween control room representatives, operator’smanagement, and associated field personnelwhen planning and implementing physicalchanges to pipeline equipment or the pipelineconfiguration.Control room SCADA managers can beassured these mobility solutions satisfythe element of providing an efficient means tocommunicate with ”field personnel.” As createdand field coordination is required, this solutionreceives the workflows and generates moredetailed actions for the field operator.Change management is a fundamental elementof the new regulation. Facilities must ensurechanges are handled consistently through aneffective operations management system.Automation promotes consistent decisions duringfloods of events and actions, ensuring a repeatableset of actions—established and refined inadvance— are followed by everyone, includingfield operators. Automated actions should be tiedin to an integrated way to the control system toensure appropriate change management proceduresare applied.Plant engineers benefit from access tothe desktop module in the tool, whichschedules and describes maintenance activities,crew availability, and the status of activities.The system also allows for the creation andvalidation of field procedures prior to sendingworkers to the field. Field personnel benefit fromhaving access to a computer simulation of theuser screen; an auditor function enables plantmanagement to review field personnel responsesand record comments as part of a specificprocedure.New Laws Mean New Strategies forPipeline Control Room ManagementExecutive Guide to49 CFR RegulationsSponsor Profile

Sponsored by117. Compliance PlanImplementation/Analysis ServicesAs companies formulate their plans anddevelop standard operating procedures (SOPs)to meet the DOT deadline requirements, theywill naturally seek comprehensive solutions thatcover every aspect and element.Some procedures may be automated; othersmay employ new manual methods; and in somecases existing processes will remain in place.Regardless of the approach, a strong 49 CFRcompliance plan must address five critical tenets.Does your plan:1. Keep records of all procedures?2. Validate and quantify that the procedureswere actually followed?3. Perpetuate the procedures?4. Quantify that controllers have achieved proficiencystatus?5. Fix deviations?Not only do these questions need to beanswered in the near term, the regulatory complianceplan itself also needs to be reviewed andmodified according to these tenets. As plans andprocesses change and as pipeline owners andmanagers become aware of new and improvedsolutions, action must be taken so the plan canwithstand DOT audits.Tools. Implementation planning and gap analysisservices are available to assist pipeline ownersand managers in these tasks. Companies suchas Invensys are especially skilled at developingsolutions to meet regulatory concerns of processcompanies. For example, critical elements ofvirtually every section of the new regulationsrevolve around alarm management. Invensys’alarm management experts can review newprocesses and evaluate their applications toensure they address the five critical plan tenets.Invensys’ implementation planning and gapanalysis program includes access to a regulatorycompliance team that will help formalizeand present processes in formats known to beacceptable to the DOT.The bottom line: As your company develops andmodifies its set of 49 CFR-compliant standardoperating procedures, it will also need to updateits planning process. Invensys’ capabilities both inengineering & consulting and in product development,position it to support your complianceprogram efforts. In particular, it can stand behindits suggestions because its proven track recordhas already applied these techniques in variousindustries.Benefits: A strong implementation plan andon-going planning process provides the SCADAgroup with CFR-quality analyses and informationon new technologies to facilitate advanced tooldecision making that supports compliance.Compliance managers can be assured thatnew SOPs will be appropriately appliedand documented as the program advances. Inaddition they have access to external expertisefor support which may not be available withintheir organization.SCADA control room managers benefitfrom the assistance of an organization thatprovides gap analyses services. As new opportunitiesbecome available, these services cansignificantly help the SCADA control room defineoptimal solutions.Plant engineers can make use of a combinationof resource planning and gapanalyses to ensure their organization stayscurrent on services and products and that theirregulatory compliance plan is up-to-date.New Laws mean New Strategies forPipeline Control Room ManagementExecutive Guide to49 CFR RegulationsSponsor Profile

Sponsored byAn Executive Guide to 49 CFR parts 195.446 and 192.631 RegulationsIntroductionNew regulations from the U.S. Departmentof Transportation (DOT)—49 CFR 195.446and 49 CFR 192.631—define the minimumrequirements for Supervisory Control andData Acquisition (SCADA) systems used forpipeline monitoring and transportation. Underthe recently released regulations, ownersmigrating SCADA systems to a central systemor upgrading them to handle more lines willbe required to conform to these regulations.Patchwork SCADA systems which were onceallowed will no longer be permitted.This document summarizes an Invensys’ whitepaper on strategies for addressing these newregulations. The complete presentation examineseach line item in the new regulations and definesand comments on Invensys solutions. It alsodiscusses API 1165 and API 1168, which are calledout in the regulations. Interconnectivity betweenpipeline applications is a critical Invensys strategyespecially important when conformance to 49CFR195.446 and 49 CFR 192.631 is required. Itsworkflow and mobile operator solutions, webportal, training and alarm management systemsall interface directly to the central database in itsSCADA enterprise server. In fact, all systems worktogether as one unified system. What followsare highlights of the primary points raised in thewhitepaper. To read the complete report, visit theInvensys website at www.real-time-answers.com/49cfr.Applications integrationToday’s SCADA system has expanded to be aSCADA enterprise server system, the base systemwith the mandatory control and data acquisitionenvironment for the pipeline system. When operatorsupgrade their SCADA system, applications forchange management, training, field operations, shifthandover, alarm management and revision managementare mandated. Integration with the SCADAsystem is not required, but undoubtedly will improvemaintenance, safety, and operations of the pipelinesystem. Virtually all 49 CFR requirements are directlyrelated to pipeline activities.Litmus test for certificationThe new regulation is a performance-based set ofrequirements for liquid pipeline operators. The DOTsuggests that validating a SCADA system basedon the regulation should be at the discretion of theowner. DOT will conduct evaluations of the SCADAsystem and requisite applications to ensure theowner follows their internal standards.Value proposition forthe new regulation49 CFR 195.446 and 49 CFR 192.631 identifychanges and recommendations for owners of SCADAsystems. Invensys’ SCADA system delivers all therequired elements to meet the changes in 49 CFR,API 1165, and API 1168. To better understand whatthe regulation means to our customers, we havebroken it down by section and discuss relevantInvensys solutions.Invensys’ SCADA solutionsHere are Invensys solutions that can be appliedto a SCADA system installation. For more on each,read the complete whitepaper or visit the Invensyswebsite.1. SCADA (SCADA enterprise server)2. Alarm Management alarm philosophy andalarming management tools and software3. SimSci-Esscor/ESI (Energy SolutionsInternational)4. Wonderware Mobility Solutions (IntelaTrac)5. ArchestrA Workflow software6. Integrated Web Application and Reporting7. ArchestrA SCADA Basic FunctionalityChange managementA fundamental element of the regulations,including API 1165 and API 1168, revolvesaround change management. Ensuring thata consistent application of the changes canbe met by a series of automated processesThe VALV_001 object shown as the nucleus in the left section of the diagram contains all associated attributes. The right half of thediagram shows how the VALV_001 object is applied to key SCADA system components. A change in the alarm and event attribute,for example, would be deployed immediately to the workflow, alarm management and all other relevant application components.12New Laws Mean New Strategies forPipeline Control Room ManagementExecutive Guide to49 CFR RegulationsSponsor Profile

Sponsored byis imperative. Consider the implications andbenefits of automated solutions integrally tiedto the control system and the implicationsof quantifying and recording the actions toensure that change management is applied andperpetuated within your organization.Control Room Management—Regulation 49 CFR 195.446and 49 CFR 192.631For a verbatim account of the regulations,read the complete whitepaper online at iom.invensys.com. To obtain a copy of the regulations,go to the U.S. Code of Federal Regulationspublications at cfrpublications.com and theAmerican Petroleum Institute at api.org/standards.(a) General. This section applies to eachoperator of a pipeline facility with a controllerin a control room who monitors and controlsall or part of a pipeline facility through a SCADAsystem. Each operator must follow writtencontrol room management procedures thatimplement the requirements of this section.(b) Roles and responsibilities. Each operatormust define the roles and responsibilitiesof a controller during normal, abnormal, andemergency operating conditions. To providefor a controller’s prompt and appropriateresponse to operating conditions, an operatormust define each of the points noted below.ArchestrA SCADA, ArchestrA Workflow, andthe Information Console help achievecompliance to this section of the regulation,which implies that the controller shouldcompletely understand how to react to asituation. The system should be integrated andautomated via the SCADA enterprise server.1. Controller’s authority during normaloperations;2. Controller’s role during abnormal operatingconditions;3. Controller’s role during an emergency.ArchestrA SCADA system provides the basicSCADA HMI interface and security level definitionfor operators and ArchestrA Workflowmodule provides documented proceduralsteps from the control room to virtually anyauthorized party.4. Recording controller shift-changes andhandover of responsibilities.Information Console provides an environ -ment to load shift handover comments.(c) Provide adequate information to controllers.The operator must provide documentation andplanning tools for the entire system as it changesarchitecture. In the ArchestrA SCADA system, anydatabase changes can be captured by a simpledatabase dump to the web portal. ArchestrAWorkflow, SimSci-Esscor/ESI Training, InformationConsole, and alarm management also apply tothis portion of the regulation.1. (49 CFR 195.446) and (1) (49 CFR 192.631)incorporate certain sections of API RP 1165.ArchestrA SCADA system is applicable formeeting specific HMI requirements.2. Conduct point-to-point verification betweenSCADA displays and related field equipment.The Information Console solution tracks all(required) IO points.3. Test and verify a manual operation communicationsplan. SimSci-Esscor/ESI Trainingenables training on the SCADA system andhow to react to dynamic changes; ArchestrAWorkflow in conjunction with SimSci-Esscor/ESI Training lets operators test andverify communications plans during simulatedscenarios.4. Test backup SCADA systems.The Information Console provides a toolto maintain various back-up instructionstied directly into ArchestrA SCADA.5. (49 CFR 195.446) and (5) (49 CFR 192.631)outline procedures when a differentcontroller assumes responsibility. TheInformation Console and ArchestrA Workflowmodules handle load shift handovers anddocument procedural steps from thecontrol room to virtually any authorizedparty.(d) Fatigue mitigation and schedule setting asrecommended in API 1165: This requirement istypically met by the owner’s in-house training13organization via classroom, video, or other typeof training using ArchestrA SCADA system.1. Shift lengths and schedule rotations2. Fatigue mitigation strategies3. Training to recognize fatigue effects4. Establishing hours-of-service limits(e) Written alarm management plans. Invensys’alarm management software, ArchestrASCADA, and ArchestrA Workflow may be usedto handle alarms in the context of the entirepipeline and manage them from the controlroom.1. Review SCADA safety-related alarm operations.Invensys’ alarm management toolsprovide a means to rationalize the alarmstrategy prior to setting and managing alarmsin a real-time ArchestrA SCADA environment.2. Identify points affecting safety monthly.The ArchestrA SCADA system archives andprovides alarm statistics; Alarm Managementhelps view and analyze alarms.3. Verify safety-related alarm setpoint valuesand descriptions annually. Alarm Managementcaptures setpoint data and allows collectionand storage through a web portal. TheInformation Consule module displays and storesvalues.4. Review alarm management plan annually.Consultancy on Alarm Management is acompliance key. ArchestrA Workflow alsosupports this element of the regulation.New Laws Mean New Strategies forPipeline Control Room ManagementExecutive Guide to49 CFR RegulationsSponsor Profile

Sponsored by5. Analyze controller activity annually.ArchestrA SCADA audit logs and eventmanagement embedded tools monitoralarms and actions; Alarm Managementsoftware and ArchestrA Workflow provideadditional analysis tools.6. Remedy deficiencies. The "lessons learned"section of the Information Console helpsmeet this requirement.(f) Change management. The regulation requireslong-term management of change (MOC), whichis simplified through automation using such solutionsas Alarm Management, Wonderware MobilitySolutions (IntelaTrac), and SimSci-Esscor/ESI Trainingand Leak Detection (ESI, an Invensys partner).1. (49 CFR 195.446) and (1) (49 CFR 192.631) coverscoordination of control room activities andcommunications between personnel throughthe implementation of section 7 of API RP 1168.Compliance with these requirements is facilitatedby ArchestrA Workflow, ArchestrA SCADA basicalarm functions, Wonderware Mobility Solutions(IntelaTrac), and SimSci-Esscor/ESI Training, andLeak Detection.2. Field personnel requirements during emergenciesand under other conditions. This sectioncan be met using ArchestrA Workflow andWonderware Mobility Solutions (IntelaTrac) whichhelp manage field personnel.3. (49 CFR 192.631) Control room managementparticipation. Management is responsible forcreating this process.(g) Operating experiences. This requirementinvolves "lessons learned" and can be implementedusing Information Console,ArchestrA Workflow, SimSci-Esscor/ESITraining, and Alarm Management.1. 195.50 and 195.52 (49 CFR 195.446) and49 CFR part 191 (49 CFR 192.631) requireaccident reporting and remedying deficienciesrelated to (i) controller fatigue; (ii)field equipment; (iii) the operation of anyrelief device; (iv) procedures; (v) SCADAsystem configuration; and (vi) SCADAsystem performance. These are facilitatedby Invensys’ Information Console,Alarm Management, SimSci-Esscor/ESITraining, and ArchestrA Workflow.2. Training program "lessons learned" is facilitatedby the Information Console andSimSci-Esscor/ESI Training.(h) Controller and operator training programs.This section, which embraces basic and emergencyoperator and controller training, is facilitatedby SimSci-Esscor/ESI Training, ArchestrAWorkflow, IntelaTrac, and Alarm Managementsoftware.1. Abnormal operating conditions. Theserequirements can be managed throughSimSci-Esscor/ESI Training. Response toemergency procedures is facilitated bySimSci-Esscor/ESI Training, ArchestrASCADA, ArchestrA Workflow, or IntelaTracmodules, which allow self-testing.Computerized simulators or non-computerized(tabletop) methods for abnormaloperating condition training. SimSci-Esscor/ESI Training provides a computerizedinstructor/operator environment tosimulate the operator experience. IntelaTracprovides a desktop tool to create andvalidate field procedures prior to sendingthem to the field. ArchestrA Workflow,IntelaTrac, and ArchestrA SCADA arecomponents of the training system thatcan emulate real-life situations.2. Emergency communications training. Meetthis requirement with SimSci-Esscor/ESI Training, ArchestrA SCADA, ArchestrAWorkflow, and IntelaTrac, which can createand manage an instructor/operator simulatedenvironment.3. Pipeline system training for abnormaloperating conditions. SimSci-Esscor/ESI14Training teaches controllers how to handlealarms and events created by instructorscenarios. ArchestrA SCADA, ArchestrAWorkflow, and IntelaTrac are also useful indeveloping an instructor/operator simulatedenvironment.4. Periodic but infrequent pipeline operatingsetups. SimSci-Esscor/ESI Training teachescontrollers about various conditionscreated by instructor scenarios; IntelaTracprovides off-line computer simulation totest procedure creation and validation.Scenario setups may be driven from anyof several applications, including SimSci-Esscor/ESI Training, ArchestrA SCADA,ArchestrA Workflow and IntelaTrac. TheInformation Console provides an off-lineenvironment to review lessons learned.Specialized Information Console portal helps achieve compliance with 49 CFR control room manage -ment requirements through an integrated environment that allows users to manage multiple operationsNew Laws Mean New Strategies forPipeline Control Room ManagementExecutive Guide to49 CFR RegulationsSponsor Profile

Sponsored by(i) Compliance validation: Operators may berequired to submit procedures to PHMSA orappropriate state agency. All Invensys activitiesrelevant to this regulation are recordable forauditing purposes.(j) Compliance and deviations. An operatormust maintain records for review duringinspection. ArchestrA SCADA, ArchestrAWorkflow, SimSci-Esscor/ESI Training,Wonderware Mobility Solutions, and AlarmManagement software all apply to this section.1. Compliance demonstration records.The Information Console providesan intranetportal environment toreview lessons learned for important procedures.SimSci-Esscor/ESI Training providesa method for evaluating and grading operatorson their responses to scenarios. AlarmManagement software includes tools toreport alarm statistics. ArchestrA Workflowdefines automated actions and allows workflowsto be saved. Wonderware IntelaTrac’sAuditor Plus enables management toreview field personnel responses and recordcomments.155.2- Shift turnover meeting.Use Information Console to manage checklistsof tasks and completions.5.3- Information to exchange.The Information Console provides a richenvironment to log many kinds of information,including logbook entries, numbers oflessons learned, point-to-point verifications,historical operations data web pages, audittrails, and more.2. Documentation of necessary deviations.The Information Console provides anoff-line environment to review lessonslearned; ArchestrA Workflow cancreate malfunction reports.API 1168 Review49 CFR 195.446 specifically calls out Sections5 and 7 of API 1168 in its discussion of pipelinecontrol management. It offers industry bestpractices to consider when developing orenhancing operating procedures.Section 5- Shift turnover guidelines.Establishing practices for shift turnover reducesthe possibility of an incident and improvespipeline operations.5.1- Shift turnover procedure.Information Console supports controlaccountability during the turnover, with apermanently maintained record of turnoveractivity.New Laws Mean New Strategies forPipeline Control Room ManagementExecutive Guide to49 CFR RegulationsSponsor Profile

Sponsored by5.3.1- Emergency/abnormal operating conditions.The Information Consolehelps create an environment forcommunicating emergency orabnormal operating conditions.5.3.2- Daily operation information.Use the Information Console’srich environment to list information forincoming shifts.5.3.3- Status of scheduled/unscheduled maintenanceactivities. Wonderware MobilitySolutions (IntelaTrac) and InformationConsole contain modules to meet theserequirements.5.3.4- Incident information. WonderwareMobility Solutions (IntelaTrac) andInformation Console help schedule anddescribe maintenance activities, crewavailability, and status of activities, andlist them for incoming shifts.5.3.5- Changes to physical assets, proceduresand/or responsibilities.Information Console logs changesto physical assets and lists them forincoming shifts in the InformationConsole.5.3.6- Alarm reviews. Alarm Managementprovides alarm review solutions whileArchestrA SCADA provides alarmanalysis tools.Section 7: Pipeline control MOC. Change is aregular part of pipeline control operations thatmust be managed and governed by effectiveprocesses and procedures.7.1- Pipeline control room personnel.Management is responsible for creatingthis process.7.2- Systems/processes undergoing change.API 1168 specifically notes processesthat lend themselves to automation.ArchestrA Workflow, WonderwareMobility Solutions (IntelaTrac) and theInformation Console help accomplishthese tasks and meet these requirements.7.3- Notification and training. SimSci-Esscor/ESI Training, Management Procedures,teaches operators using an instructor/operator flight simulator environment.Other applications such as theInformation Console and ArchestrAWorkflow are typically implemented by theowner’s in-house training organization.7.4- Emergency MOC. ArchestrA SCADA andLeak Detection (ESI, an Invensys partner)help make important information forsafe pipeline operation available to theoperator. ArchestrA Workflow showsoperators how to respond to variousactivities as they happen.SUMMARY49 CFR 195.446 and 49 CFR 192.631 requires pipeline operatorsimplement policies and procedures to ensure a safe andreliable system. To ensure that the procedures are put into place,operators will undergo a self-policing program that validatesthe processes have been changed and continue to be followed.Validation can be accomplished in two ways: an operator canmaintain strict and up-to-date manuals and guidelines on thenew procedures; or an operator can create the same proceduresin a written form and transfer them to an automated solutionwith applications driven directly from the SCADA system.49 CFR QUESTIONS ANSWEREDVisit the Pipeline SCADA archive to view on demand webcasts,additional articles and an education videowww.real-time-answers.com/49CFR.165.3.7- Third-party incidents. This informationcan be listed for incoming shifts in theInformation Console.New Laws Mean New Strategies forPipeline Control Room ManagementExecutive Guide to49 CFR RegulationsSponsor Profile

Sponsored byInvensys Overview17An Integrated Approachto Pipeline ControlInvensys’ single, integrated SCADA systemmeets the unique system requirements of liquidand gas pipelines, fulfilling every element requiredby 49 CFR 195.446 and 49 CFR 192.631Liquid and gas pipelines have unique requirementscompared with other applications requiringSCADA systems. Many companies have SCADAsystems but Invensys has the required elements,applications and interfaces that make it a fit-forpurposeliquid and gas pipeline SCADA system.This is only available because of Invensys’ uniquephilosophy to build all of our applications on theSystem Platform foundation. 49 CFR 195.446 and49 CFR 192.631 mandate specific solutions forliquid pipeline systems which are very diverse, butthe Invensys portfolio of solutions which are allbuilt on our System Platform and anchored by ourArchestrA SCADA system make us the only vendorin the entire industry that can solve all of theserequirements with one integrated offering.Our applications work together at the engineeringand design level, making integrationbetween our SCADA system, HMI system, deviceintegration, workflow products, mobile operatorsystems, training systems, safety systems andalarm management unique in the market place.About InvensysHeadquartered in Plano, Texas, its solutionsare used by more than 40,000 clients around theworld in more than 225,000 plants and facilities.Invensys Operations Management’s offeringsare delivered under several prominent industrybrands, including Avantis, Eurotherm, Foxboro,IMServ, InFusion, SimSci-Esscor, Skelta, Triconexand Wonderware. The company’s approximately9,000 employees and its global partner ecosysteminte grate these products and services to helpclients collaborate across systems and enterprisesin real time, extracting critical data to make faster,better decisions and synchronize their operations from the plant floor to the executive offices,aligning production goals with business objectives. To learn more about Invensys OperationsManagement, visit iom.invensys.com.On a global scale, Invensys OperationsManagement:• Helps generate 20% of the world’s electricity• Helps produce 23% of the world’s chemicals• Helps produce 62% of the world’s liquefiednatural gas• Helps refine 17% of the world’s refined products• Helps Run 36% of the world’s nuclear powerplants using Foxboro control systems• Serves 23 of the top 25 petroleum companies• Serves 47 of the top 50 chemical companies• Serves 19 of the top 20 pharmaceuticalcompanies• Serves 30 of the top 50 nuclear power plants• Serves 650 fossil power units with a totalcapacity of 200 G”Invensys is ahead of thecurve on 49CFR. The othercompanies we have seentalk about what they cando, and some talk aboutwhat they are planning todo. But Invensys is the onlycompany demonstrating thatthey can do it.”— major pipeline customerNew Laws Mean New Strategies forPipeline Control Room ManagementExecutive Guide to49 CFR RegulationsSponsor Profile