TELVENT IT for a Sustainable and Secure World

Telvent Alarm Manager – powered by LogMate

Kelly Doran
Product Manager
Telvent
kelly.doran@telvent.com
TELVENT IT for a Sustainable and Secure World

Agenda

§ The Regulatory Drivers

§ Pipes Act, PHMSA- NOPR, API 1167,
§ Other AM Standards
§ What is Alarm Management
§ Introducing TAM
§ Modules and Tasks, Differentiators, Features and Benefits
§ Installations, Architecture, Licensing
§ Alarm Management Roadmap
§ LogMate Demonstration
§ Summary
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Factors Contributing to Alarm Overload

The following factors represent some of the more
common systemic issues that contribute to the alarm
problem that the pipeline industry faces.
§ Running pipelines/units harder increases the need for alarms
§ Reduced profits resulting in lower levels of maintenance
§ Increased safety requirements due to incidents in the industry
§ Increased reliance on monitoring technology; including security
monitoring
§ Communication alarms inherent to SCADA increase alarm
activity
§ Availability of correct people to determine/configure alarms
and settings
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PHMSA CRM Rule Making

Pipes Act NTSB

September 12, 2008 JPTA – Joint Pipeline Trade

Associations
PHMSA
CRM/Human AGA,API,AOPL,INGAA
Comment Period Factors PROPOSED -few industry/public
RULE recommendations
incorporated
Nov 12, 2008 *
PHMSA Summary - Exceeds directive of Pipes Act
Comments - Voted to reject
Regulatory Analysis
FINAL REPORT Develop
- Cost justification
Procedures Implement Compliance
FINAL RULE
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PHMSA PR – Alarm Management

A Control Room Management (CRM) Plan must
address many items, including:
§ Detailed provisions relating to alarm management
ensuring controllers will respond appropriately to
alarms and notifications
§ SCADA operations must be reviewed at least once per week
§ SCADA configuration and alarm management operations
must be reviewed at least once each calendar year
§ include identification of abnormal or emergency operating
conditions and a review of controller response actions.

www.regulations.gov Search for docket 27954

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API RP 1167
An API workgroup is currently developing an alarm
management recommended practice (API RP 1167).
§ The expected outcome is a consensus document that could
address definitions, effective alarm system design, good alarm
audit and review practices and strategies to minimize overload
and nuisance alarms.
§ Implementation of the recommendations in these documents
should satisfy the PIPES Act requirements.
AGA Alarm Management Whitepaper
§ Will review API 1167 and determine if they will publish their
paper
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Other Alarm Standards

EEMUA 191 (Engineering Equipment & Materials User’s Association
§ Guide to the design, management and procurement of alarm
systems - EEMUA Publication 191
§ First published in 1999 and revised in 2007,
§ has become recognized and followed the world over as a reference
publication in this area.

ISA SP-18 Standards & Practices 18

§ 18.02 is a standard, not a guideline or recommended practice
§ developed in accordance with ANSI methodologies.
§ it will likely be regarded as "recognized and generally accepted
good engineering practice (RAGAGEP)" by regulatory agencies.
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What is Alarm Management?

§ Alarm Philosophy
§ Benchmark and performance audit
Measure
§ Rationalization (rules of engagement)
Manage
§ Bad actor / repeat offender cleanup
Monitor
§ Dynamic and state-based alarming
Improve
§ Implementation
§ Continuous Improvement
§ Management of Change
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Alarm Management

Alarm Handling Alarm Analysis and Utilities

• Real Time • Offline or Online
• Basic Alarming • Alarm, Event, Op-change
• Trip Points Archival
• Rate of Change • Analysis, KPIs
• Deviation • Rationalization
• Notification A&E Data • Change Management
• Enhanced Alarming • Knowledge Capture
• Dynamic • Operator Notes
• State-based • Notification/Escalation
• Logic-based • Dynamic Configuration Change
• Alarm Suppression
• Predictive/Smart Alarms

SCADA Enterprise
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Alarm Management Approaches

§ D-I-Y (Do it Yourself)

§ Spreadsheet approach, custom reports/apps
§ Good early results, can be difficult to sustain
§ 3rd Party AM with extra services required
§ Some AM providers sell licenses that require
additional effort to deliver required functionality
§ 3rd Party AM “Turnkey”
§ Proven quick deployment, Analysis starts day one
§ Services available if desired
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Common Alarm Management Tools

Telvent Alarm Manager

§ Rich Alarm Management Tools “Out of the
Box”
§ Alarm Reduction Analysis
§ Frequency, Duration, Chattering, Related, Flood, Alarm
State, Nuisance
§ Alarm performance measurement and reporting
§ Efficient alarm system engineering
§ Complete Alarm lifecycle management
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Managed Alarms – Targets / KPIs

KPI (Key Performance Indicator) EEMUA PHMA

ISA
Manageable Steady State 1 / 10 min ?
Flood State 10 / 10 min ?
Average Process Alarm Rate 5/hr 120/day ?
% of Time Alarms Exceed Target Ave. Rate 0% ?
Peak Alarm Hourly Rate 15 per hour ?
Peak Alarm Minute Rate 2 per minute ?
Alarm Activity Priority Distribution 5%H,15M,80L ?
Alarms Within 10 Minutes of a Major Upset 10 or less ?
Chattering Alarms 0 ?
Stale alarms (more than 1 day old) 0 ?
Average Alarms / Controller 4 ?
Unauthorized Changes to Alarm Settings 0 ?
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Introducing TiPS
Founded in 1988
§ Automation systems consulting and engineering
§ Created a software replacement for alarm printers
§ Alarm Management is TiPS core business
Released LogMate as a product in 1990.
§ First commercial “alarm management” system
§ Archival and display/filtering/searching of alarms
20 years of adapting to client and market feedback
§ Initially DOS and VMS
§ Transitioned to Windows® then to Microsoft .NET®
§ Augmented archival with analysis, trending, project
management, documentation, notification, and automation
§ Adopted a thin-client architecture to accommodate IT/Control
convergence and limited manpower
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Benefits of Telvent Alarm Manager

§ LogMate technology alignment with Telvent
§ including commitment to security
§ TiPS alarm management database employs MS SQL
§ LogMate is proven to be a quick deployment with
alarm analysis and report generation underway on
the first day of install
§ TiPS modules do not need additional customization to
work
§ OASyS connector developed for LogMate further
simplifies deployment on OASyS systems
§ Telvent alarm handling improvements will be
compatible with LogMate and vice-versa
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Telvent Alarm Manager Modules

Alarm Management Task LogMate Software
Integrated Alarm and Event Data Collection OAS_Capture Engine
§ OASyS_Capture (SCADA, Historian) TRAC – Historian Integrator
Alarm and Event Monitoring netView
§ PORT Alarm and Event Data Mining netView
§ CLIENT , XCLIENT Analysis – Nuisance Identification ACE – Activity Analysis
(Frequency, Duration, Chattering,
§ NetView: Correlation, Nuisance, Flood, Standing etc)

§ SQL Alarm Priority Distribution Analysis ACE - AlarmKB Analysis

Documentation & Rationalization ACE – AlarmKB
§ TAM_ACE: (Prioritization)

§ TRAC Management of Change & Auditing ACE – AlarmKB

Alarm Activity Report Generation Microsoft SQL Server
§ Signal Reporting Services Viewer,
§ OASyS AM Reports ACE – Reporting
OASyS Alarm Management
Library Reports Library
Evaluating Alarm Management Progress - TRAC – KPI Engine
Key Performance Indicators
Mapping alarm activity against process TRAC – Historian Integrator
history
Event Notification Signal
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Telvent Alarm Manager Architecture

Operator Display Editing Operator
Engineering
Workstation (XOS) Workstation (DES)
Server (ES)

Alarm/Event Report
Printer Printer

Redundant SCADA LAN

Real Time Historical

Servers Servers Distributed OASyS Systems
(RTS) (HS)

Hot Standby Hot Standby

Decision Support
Remote ezXOS (XOS) Server

LogMate
OASyS_Capture
SQL Server LogMate
Web Services Browser Clients

Corporate LAN
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Control Room Management Roadmap

The PHMSA Control Room Management/Human
Factors rule that is expected later this year have
an impact on users of SCADA systems and will
require:
§ Several detailed provisions relating to alarm
management ensuring controllers will respond
appropriately to alarms and notifications.
§ In order to assist OASyS customers comply with new
PHMSA regulations improvements will be made to
OASyS Alarm handling that supports good alarm
management practices
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Alarm Management Roadmap

LogMate Phase 1 Historical Connector

OASyS Alarm Handling Enhancements I

LogMate Phase II Realtime Integration

LogMate Enhancements

Alarm Handling Enhancements II

OASyS Control Room Management Enhancements

2009 2010 2011 2012

PHMSA CRM Compliance
(Late Nov 2011)
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Alarm Management Roadmap Highlights

LogMate Phase 1 Historical Connector
§ Initial Integration of LogMate with OASyS
§ Connector to event database
§ Installation Scripts, OASyS to LogMate data
mapping scripts, branding
§ Snapshot Loading of Alarm configuration data
§ Using secure file transfer
§ Identify events not presented as alarms to
improve controller loading analysis
§ For points configured with alarms inhibited and
logging enabled
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Alarm Management Roadmap Highlights

OASyS Alarm Handling Enhancements I
Measuring Alarm Loading per Console
§ Enhanced Event Typing
§ Filtering alarms not presented as alarms from event
summary
– Separate Presentation for Alerts
§ Ensuring alarms are received by XOS client
§ Enhanced Suppression Features
§ Graphical Tool for Suppression Management
§ Suppression of limits independently
§ Re-alarming and hold-offs
§ Test Alarming (timed station alarm suppression)
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Alarm Management Roadmap Highlights

LogMate Phase II - Realtime Integration
§ Realtime integration of LogMate with OASyS
Realtime update of Alarm configuration data in KB
(Knowledge Base)
§ Management of Change
– Alarm configuration
– Other configuration
§ Work Flow Process for Configuration and SOP changes
§ Operator Notes
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Alarm Management Roadmap Highlights

LogMate Enhancements
§ Trigger based configuration updates to
Knowledge Base
§ Operator Notes
§ Shift Change
§ AOC (Abnormal Operating Condition)
§ Performance
§ As required to support very large SCADA systems
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Alarm Management Roadmap Highlights

Alarm Handling Enhancements II
§ Improved Alarm System Performance
§ Very Large System Requirements
§ 1 million+ points in alarm
§ Configuration Audit information stored with
point data (assist with point-point verification)
§ Alarm Handling Enhancements to support
improved alarm management identified in
initial implementations
Other Telvent SCADA Alarm System
§ SimSuite, Vector, Legacy Others
– Tools to leverage alarm management improvements in
current OASyS where possible
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Alarm Management Roadmap Highlights

Control Room Management Enhancements
§ Operator Notes
§ Automated Shift Change Reporting
§ Automated AOC Reporting
§ Display Check Out / Auditing Tools
§ Display Management of Change
§ Tools to trace points on displays
§ Audit Information stored with point configuration
§ Operator Fatigue Monitoring
§ Integration of 3rd party tools used to measure
response in other safety critical industries
– General Performance Test for the assessment of attention
and concentration
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Additional Alarm Management Services

Telvent can deliver an array of services directly or
via TiPS support depending on the scope of the
solution required by the end user:
§ Telvent Alarm Manager platform installation
§ LogMate application configuration
§ Alarm configuration import to Master Alarm
Database
§ Alarm Rationalization Training/Facilitation
§ Follow up application review and training
§ Alarm Management Program Audits
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Benefits of Alarm Management

§ Improved Operation, Quieter control rooms
§ Visibility – Accountability, Fewer, more relevant alarms
§ Better basic control
§ Better documentation/advisory information
§ Better alarm flood control/ avoidance
§ Maintenance savings
§ Labor savings from controller load balancing
§ Increased Pipeline uptime
§ Avoidance of unplanned outages
§ one pipeline shutdown/incident could cancel any gains from a
year of process improvements
§ Regulatory compliance
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Product Demonstration

§ LogMate
§ netView (thin client)
§ ACE
§ Alarm Activity Analysis
– Frequency, Duration, Chattering, Related, Flood, Alarm State,
Nuisance
§ Alarm KB
– Alarm Configuration MOC
§ Operator Notes
§ TRAC
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Thank You

Kelly Doran
Product Manager
Telvent
kelly.doran@telvent.com