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

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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
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