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Page 1: SIL & Partial Stroke Testing Solutionstation

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SIL & Partial StrokeTesting Solutions

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© Metso2

OSHA 29 CFR 1910.119

“Process Safety Management (PSM) of Highly HazardousChemicals”

EPA 40 CFR 68“Chemical Accident Prevention Provisions”

• Hazards must be identified and appropriate measures takento protect employees, the community and the environment.

• Compliance requires use of “generally accepted goodengineering practice.”

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Safety valve as part of the Safety InstrumentedSystem (SIS) 

3

FT

Distributed Control

System (DCS)Inputs Outputs

Reactor

PT1A

PT1B

Safety System

Inputs Outputs

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Process Control System

(BPCS)

Safety Instrumented System

(SIS)

• Controls the process• Dynamic

• Failures “revealed”.

• Reduces risk• Passive

• Failures “hidden”

• To reduce risks associatedwith abnormal operation,availabil i ty  must be high(probability of failure ondemand, PFD , must be low)

•  Availability confirmed bytesting.

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Safety instrumented system (SIS) for processindustries

• SIS monitors the process and ensuressafety by taking process to safe state

when unconventional condition occur• Safety engineers have been challenged to

comply string safety requirements

• Intelligent ESD valve solutions help to

reach the most demanding safety solutiontargets for final elements with minimuminvestment.

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© MetsoUNCLASSIFIED

Safety Standards To Comply With...

Safety

System

• IEC 61508: Functional Safety of Electrical /Electronic / Programmable Electronic Safety-Related Systems

• IEC 61511: Functional Safety InstrumentedSystems for the Process Industry Sector

• More redundant systems or more testing neededthan before

• This leads to very high CAPEX (capital expense)and OPEX (operating expense) unless the latesttechnology is utilized

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One study has shown

that valves can

represent as much

as 50% o f all SIS

failures.

One study has shown

that valves can

represent as much

as 50% o f all SIS

failures.

50%o f al l SIS fai lures

as much as

OREDA:Analysis of Safety Loop Failures 

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P3 P2 P1

D1

D2

D3

D4

E1

E2

E1

E2

A1

A2

A1

A2

D - Extent of Damage

• D1: slight injury

• D2: severe injuries or one death

• D3: death of several persons

• D4: multiple deaths

E - Exposure Time

• E1: seldom to relatively frequent

• E2: frequent to continuous

 A - Hazard Avoidance

•  A1: possible under certain conditions

•  A2: hardly possible

P - Probability to occur

• P1: very low

• P2: low

• P3: relatively high

Consequence only method: D

Risk matrix method: D + P Permission granted for

ISA Houston Section Website

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© MetsoUNCLASSIFIED

“Off-line diagnostics”

(= periodic maintenance)

Validation - PFD for Component

Where:

λ d  = dangerous failure rate = 1/MTBFd 

MTBFd  = mean time between dangerous failures

MTTR = mean time to repair

DC = diagnostic coverage factor

TIa  = test interval for automatic testing

TIm  = test interval for manual testing (= maintenance period)

“On-line diagnostics”

(= testing)

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UNCLASSIFIED

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UNCLASSIFIED

SIL vs. Probability of Failure on Demand

Difference between SILs is

an order of magnitude!

PFD = Probability to Fail on DemandWhat is the chance that the system fails 

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I10-5 to 10-4

Probability of failure to

perform its design

function on demand

10-4 to 10-3 

10-3 to 10-2 

10-2 to 10-1

4

3

2

Low demand Mode: Frequency of demand no greater than once per year andno greater than twice the proof check frequency

Safety Availability

(1-PFD) X 100% 

99.99% to 99.999%

99.90% to 99.99%

99.00% to 99.90%

90.00% to 99.00%

(IEC /ISA) 

(IEC/ISA) 

(IEC/ISA) 

(IEC/ISA) 

Safety Integrity Level

(SIL)(How reliable the SIS needs to be to reduce

a particular r isk to an acceptable level)

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Validation - Calculating PFD

MTBFd = 50 years

SIL 3

SIL 2

SIL 1

Where,  λ d = dangerous failure rate 

TI = testing interval (shutdown interval) 

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Validation - PFD with diagnostic coverage

MTBFd = 50 years, DCF = 75%

SIL 3

SIL 2

SIL 1

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Motivation to use partial valve stroke testing

• Safety valve proof testing is mandatory activity in accordance of

IEC 61511 standard

- Interval is defined according to the safety requirement of the plant

- BUT interval can be influenced with• Product selection (hardware fault tolerance reduction)

• PST implementation (online testing of critical components)

15

Maximizedproduction with

PST

…and at the same timesafety is improvedwith intelligent PST

 valve stickinghigher needed torque

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What is a safety valve?

• ESD (emergency shut down)valves or ESV (emergencyventing) valves operating in

demanding environment

• Part of Safety InstrumentedSystem (SIS)

• Defense against processupsets

• Operating only in trip situation

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 A solution to the dilemma:

“Run longer, test more often.”

?

Bypass

Partial strokeShutdown

Demand for

Uptime

Demand

for testing

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Partial Stroke Testing Options

• Mechanical Jammer

• Instrumentation Based Custom Panel

• Redundant Solenoids

• Digital Positioner + solenoid

• Control System Based Solution

• PST with an Intelligent Safety Valve Controller

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Partial Stroke Testing Options

21

Jammer Based Solution

• Safety loop disabled during PST

• No real diagnostics information from the PST

• Testing requires manual work -> higher testing

costs• Human interaction always required for PST ->

safety risk

• The safety solenoid is tested only during PST

• Full stroke test needs to be done manually

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Partial Stroke Testing Options

Instrumentation Based Solution

•Complicated system with multiple potential failurecauses

•Safety loop usually disabled during PST

•No real diagnostics information from the PST•Testing requires manual work -> high testing costs

•Human interaction always required for PST ->safety risk

•In most cases the safety solenoid is not tested

•Full stroke test needs to be done manually

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Partial Stroke Testing Options

23

Redundant Solenoids

• PST not available or it requires difficult, manualconfiguration

• No diagnostics

• The solenoids can not be tested automatically• Full stroke test needs to be done manually

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Partial Stroke Testing Options

Positioner + Solenoid

•Higher nuisance trip rate

•Solenoid can not be testedautomatically

•Manual testing and interpretation of

test results

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Partial Stroke Testing Options

Control System Based Solution

•Use DCS to initiate and Monitor PST

•Solenoid and Limit Switch configuration

•Diagnostics Limited to timing of PST

•Limited Safety Features

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Partial Stroke Testing Options

Intelligent PST Solution

• Safety loop enabled during PST

• Diagnostics information from PST Possibility to optimize ESD valvemaintenance

• Automated PST -> no testing costs

• Seamless Communication with DTMor EDDL

• HART Based

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P i l S k T i O i

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Partial Stroke Testing Options

Intelligent PST Solution - continued

• Human interaction not required for

PST  more effective use ofmaintenance resources

• Emergency trip captured

• Self documentation

• Improves safety while making lifeeasier with safety valves

• 3rd part certification (i.e. TÜV, Exida)

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Potential Issues with Conventional PST

• Human interaction is typicallyrequired

• The safety system must bedisabled during testing

• Testing creates high costs due tohuman factors

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P t ti l I ith C ti l PST

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Potential Issues with Conventional PST

• Testing intervals are long

• Little or no diagnosticsinformation is received when thetests are being performed

• Safety solenoid valve might notbe tested at all

• Complex instrumentation is oftenrequired for conducting the tests

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R t I t t i t lli t PST

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Recent Improvements to intelligent PST

• High Pneumatics Capacity- Improve SIL level by limiting need for

pneumatic accessories with lower PFD values

• Internal pneumatics test

- Improve PFD of valve controller with internaltesting that doesn’t move the valve

• PST stroke randomizer- Prevent buildup on the safety valve by

randomizing the stroke size

• Integrated Limit Switches

• Emergency trip test

- Report safety test figures• Full interoperability with all major safety

systems and asset management systems

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E l f Di ti ith I t lli t PST f

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Example of Diagnostics with Intelligent PST forpredictive maintenance• Load factor and breakaway pressure

- Trends collected from partial stroke tests

- Results shown test based not time based

• Enables predictive maintenance- Potential valve failures can be detected in advance

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The valve is in original condition

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0 % 10 % 20 % 30 % 40 % 50 % 60 % 70 % 80 % 90 % 100 %

 Actuator outputtorque

Needed valve torque

The valve is in original condition

0 %

10 %

20 %

30 %

40 %50 %

60 %

70 %

80 %

90 %

100 %

Load factor trend for 10 latest PST's

FULLY OPENFULLY CLOSED

   T   O   R   Q   U   E

WARNING LIMIT

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When the needed valve torque exceeds the

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0 %

10 %

20 %

30 %

40 %50 %

60 %

70 %

80 %

90 %

100 %

Load factor trend for 10 latest PST's

0 % 10 % 20 % 30 % 40 % 50 % 60 % 70 % 80 % 90 % 100 %

 Actuator outputtorque

Needed valve torque

qavailable actuator output torque, the valve is stuck

FULLY OPENFULLY CLOSED

   T   O   R   Q   U   E

WARNING LIMIT

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With less instrumentation, It can be easier, safer and more reliable

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, ,

34

ESD ball valve with:

• PST Device

• Inductive proximity

switches or positiontransmitter

• Filter regulator

• Volume booster ¾”

• ASCO solenoid valve

• Mounting panel

• Tandem mounting

• Tubing and fittings

Not Needed:Cv of SMARTPST Device

Not needed,

internal SOV

Not needed

Not needed

Less tubing andfittings, since SOVand booster can be

omitted

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General Feature Summary of Intelligent PST

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• Pneumatic capacity [Cv]

• PST• 100% Safety action test• Pneumatics test• Solenoid needed for trip

• Local user interface• Single and double acting• Energized to trip configuration• Full diagnostics included

• Plug-in needed• Diagnostics storage• PST speed control• Time stamping

• LCP Option• Continuous Power Option 

35

• Max 6.4 Cv

• Manual, auto & variable stroke• Yes

• Yes

• No

• Yes• Yes

• Yes, with SOV

• Yes

• No, DTM free of charge• In the device

• Limiting execution time

• Based on AM system

• Yes

• Yes

General Feature Summary of Intelligent PST 

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Seamless Integration into Control Systems

YokogawaCentum/PRM

ABB800xA

FoxboroIA

HoneywellExperion

Rockwell

MetsoDNA

EmersonDELTA V/AMS

Emerson375 Field Communicator

EDDL

DD

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Configuration and Testing Using Software Tools

• Automated Intervals

•Pushbuttons

•DTM

•EDD- Emerson AMS

•HART DD- 375 HART handheld

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Future of Partial Stroke Testing

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Future of Partial Stroke TestingFieldbus based PST

• FOUNDATION for SIF (Safety Instrumented Functions) has just beenintroduced to industry, only demo devices and systems exist

• Current Configuration of some devices allows for ESD activity tocome from Current Safety Systems while communication is FF toDCS or Asset Management System

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TRAINING

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24 VDC DO from Safety System

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mA

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24 VDC

mA

RCI

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Thank You

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Thank You

Questions????

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