2 © 2005 osisoft, inc. – company confidential pi utilization: strategies for leveraging existing...

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3 © 2005 OSIsoft, Inc. – Company Confidential John D. Ropp 12 years with refinery 9 years in Process Controls Assistant PI Administrator since 1998 PI Administrator since 2000 PI graphics/reports/programming

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Page 1: 2 © 2005 OSIsoft, Inc. – Company Confidential PI Utilization: Strategies for Leveraging Existing Technologies in Refining
Page 2: 2 © 2005 OSIsoft, Inc. – Company Confidential PI Utilization: Strategies for Leveraging Existing Technologies in Refining

2© 2005 OSIsoft, Inc. – Company Confidential

PI Utilization: Strategies for Leveraging Existing

Technologies in Refining.

Page 3: 2 © 2005 OSIsoft, Inc. – Company Confidential PI Utilization: Strategies for Leveraging Existing Technologies in Refining

3© 2005 OSIsoft, Inc. – Company Confidential

John D. Ropp12 years with refinery9 years in Process ControlsAssistant PI Administrator since 1998PI Administrator since 2000PI graphics/reports/programming

Page 4: 2 © 2005 OSIsoft, Inc. – Company Confidential PI Utilization: Strategies for Leveraging Existing Technologies in Refining

4© 2005 OSIsoft, Inc. – Company Confidential

Patrick ZieglerAssistant PI AdministratorAssisted with the initial rollout.19 years refinery experience10 years in process controlDeveloped custom PI interfaces with both the

API and SDK

Page 5: 2 © 2005 OSIsoft, Inc. – Company Confidential PI Utilization: Strategies for Leveraging Existing Technologies in Refining

5© 2005 OSIsoft, Inc. – Company Confidential

Introduction

1997 was the year the refinery started looking for a new plant historian.

The old plant historian consisted of 1 hour average data stored in a database.

We considered Honeywell PHD and OSI PI.We installed PI in 1997 and migrated data

from the old historian.We have data online from 1995 till present.

Page 6: 2 © 2005 OSIsoft, Inc. – Company Confidential PI Utilization: Strategies for Leveraging Existing Technologies in Refining

6© 2005 OSIsoft, Inc. – Company Confidential

Rodeo Architecture

Page 7: 2 © 2005 OSIsoft, Inc. – Company Confidential PI Utilization: Strategies for Leveraging Existing Technologies in Refining

7© 2005 OSIsoft, Inc. – Company Confidential

Hardware

PI Server– Windows 2000

PI API Node– Windows 2000– Batch File Node

PI API Node– Windows NT 4.0 Server– Modbus Node

Page 8: 2 © 2005 OSIsoft, Inc. – Company Confidential PI Utilization: Strategies for Leveraging Existing Technologies in Refining

8© 2005 OSIsoft, Inc. – Company Confidential

Software

PI UDS 3.4.363ProcessBook 2.xPI DataLink 2.xPI ACE 1.xPI SMT 3.xPI APIPI SDK

Page 9: 2 © 2005 OSIsoft, Inc. – Company Confidential PI Utilization: Strategies for Leveraging Existing Technologies in Refining

9© 2005 OSIsoft, Inc. – Company Confidential

Interfaces in use

Batch File– Flat files generated from

HP-1000’s

Honeywell PHD OPC Foxboro I/A

LabLynx Modbus serial (Custom) Manual Entry Coke Scale (Custom

serial port)

Page 10: 2 © 2005 OSIsoft, Inc. – Company Confidential PI Utilization: Strategies for Leveraging Existing Technologies in Refining

10© 2005 OSIsoft, Inc. – Company Confidential

Improvements

Graphics/Navigation Before

Page 11: 2 © 2005 OSIsoft, Inc. – Company Confidential PI Utilization: Strategies for Leveraging Existing Technologies in Refining

11© 2005 OSIsoft, Inc. – Company Confidential

PI Graphics/Navigation before

Used PIW TreeView interfaceLinked PIWs and PDIsRefinery culture attributed everything

to PI Administrators (no ownership)Majority of users didn’t see PI’s

value

Page 12: 2 © 2005 OSIsoft, Inc. – Company Confidential PI Utilization: Strategies for Leveraging Existing Technologies in Refining

12© 2005 OSIsoft, Inc. – Company Confidential

Improvements: PI Graphics/Navigation AFTERGraphical overview representation

– Key flows between units displayed– “invisible button” hyperlinks on process units– “web-like” feel and behavior– Key operating values shown on display

Hierarchical structure– Overview, key graphs, and submenu

ASM-like graphics standard

Page 13: 2 © 2005 OSIsoft, Inc. – Company Confidential PI Utilization: Strategies for Leveraging Existing Technologies in Refining

13© 2005 OSIsoft, Inc. – Company Confidential

Improvements

Area Ownership– PI Administrator owns the basic unit overviews.– Detail pages are owned by the operations.– Unit engineers and operators create and maintain the

detail pages.– Every page has an associated owner.

Owner: Patrick Ziegler

Page 14: 2 © 2005 OSIsoft, Inc. – Company Confidential PI Utilization: Strategies for Leveraging Existing Technologies in Refining

14© 2005 OSIsoft, Inc. – Company Confidential

Expanded Scope - Before

Only operations was using PI as a tool.Some unit engineers saw the value and used

it.Operations saw PI as “Big Brother” watching

their every move.

Page 15: 2 © 2005 OSIsoft, Inc. – Company Confidential PI Utilization: Strategies for Leveraging Existing Technologies in Refining

15© 2005 OSIsoft, Inc. – Company Confidential

Expanded Scope - AFTER

Environmental– Title V compliance recording – New tools to monitor compliance– PI Datalink used to create a colossal spreadsheet to

aid in monitoring– ACE use– Module database benefits

Page 16: 2 © 2005 OSIsoft, Inc. – Company Confidential PI Utilization: Strategies for Leveraging Existing Technologies in Refining

16© 2005 OSIsoft, Inc. – Company Confidential

Expanded Scope - AFTER

Planning– Operation targets are input into PI using manual entry– Manual entry uses Excel and the PI SDK– Now check to see it their plan has been followed.

Mechanical Engineering & Inspection– Monitor heaters, exchangers, cooling towers, etc.– Use PI to predict problems and be pro-active

Page 17: 2 © 2005 OSIsoft, Inc. – Company Confidential PI Utilization: Strategies for Leveraging Existing Technologies in Refining

17© 2005 OSIsoft, Inc. – Company Confidential

Expanded Scope - AFTER

Laboratory– Lab data is stored in PI– Operations pulls in lab data to update APC

inferentials.• Custom DCS graphic to accept or reject sample

Accounting– Instead of reading strip charts, now use PI data– Greatly reduces time spent creating end of month

reports.

Page 18: 2 © 2005 OSIsoft, Inc. – Company Confidential PI Utilization: Strategies for Leveraging Existing Technologies in Refining

18© 2005 OSIsoft, Inc. – Company Confidential

Expanded Scope - AFTER

Upper Management– They like the new overviews– In process: creating metrics that show the health and

profitability of the refinery by glancing at a few numbers.

Page 19: 2 © 2005 OSIsoft, Inc. – Company Confidential PI Utilization: Strategies for Leveraging Existing Technologies in Refining

19© 2005 OSIsoft, Inc. – Company Confidential

Future Plans…

Refinery Report– Management (Tier 1)– Daily Shift Supervisor Report (Tier 2)– Engineering Report (Tier 3)

Mass Balance– Simple with use of ACE– Reconciliation with Sigmafine

Page 20: 2 © 2005 OSIsoft, Inc. – Company Confidential PI Utilization: Strategies for Leveraging Existing Technologies in Refining

20© 2005 OSIsoft, Inc. – Company Confidential

Future Plans… continued

Training– Needs assessment– Needs-based training modules

• PI system overview• ProcessBook basics• ProcessBook advanced• DataLink basics• DataLink advanced

Page 21: 2 © 2005 OSIsoft, Inc. – Company Confidential PI Utilization: Strategies for Leveraging Existing Technologies in Refining

21© 2005 OSIsoft, Inc. – Company Confidential

Summary

Two examples of an increase of usefulness and scope.– Improvements in licensed product use.

• Made graphics user friendly• Gave ownership to appropriate people

– Expanded Scope• Demonstrated the usefulness• Showed the benefits

– Future Plans

Page 22: 2 © 2005 OSIsoft, Inc. – Company Confidential PI Utilization: Strategies for Leveraging Existing Technologies in Refining

22© 2005 OSIsoft, Inc. – Company Confidential

THANK YOU!John D. Ropp

[email protected]

Patrick [email protected]