Planning, Procedures & Operator Training
Viking uses an innovative phased approach. High level procedures are developed early based on the PFDs. These are then matured to mid-level and finally to detailed procedures as the project matures.
Our Services
Initial Startup Planning & Procedures
Standard Operating Procedure Development
Special Ops Planning & Procedures
Operating Training
How we do it differently…
The key feature of our process is the phased development approach. Currently, the common practice in the petroleum industry is to generate detailed procedures straight-away; however, there are several reasons for using a phased approach instead. Detailed procedures are difficult and time consuming to write and they are difficult to review. Because they are difficult to review, hidden errors embedded in detailed procedures may not be found. And when the errors are found, it will often be difficult and time consuming to correct them.
Conversely, High-level and Mid-level procedures are easy to review and easy to change. The important decisions are made at the Mid-level. Detailed procedures are then easier to write and contain fewer errors.
The most important reason for using a phased approach is that it allows us to begin writing the procedures very early in the design process. High-level procedures can be developed from the PFDs.
Another important feature of the phased approach is the opportunity to perform a procedure HAZOP at the appropriate stage: Mid-level. Mid-level Procedures contain enough information to identify the significant hazards.
Read more about our Planning & Procedure Development Services below:
Initial Startup Planning & Procedures
The initial startup of a production system is one of the most challenging periods in field life; it is the first time the whole system has to work together. We have a broad knowledge in generating plans for the initial startup of wells, subsea tie-backs and new platforms.
Viking engineers have extensive experience in writing commissioning, initial startup and operating guidelines and procedures. During the procedure writing effort, design errors and omissions are frequently discovered. In order to eliminate these problems, Viking believes that procedure writing should be handled in stages, begin early in the project and start as a high level procedure that gradually matures along with the design.
Processes should be designed to be operated; operation shouldn’t be an afterthought.
Keys To A Successful Initial Startup
Start Early: Planning For Startup Should Start Early In The Project
Use A Multi-Disciplined Team
Use A System Approach
Build The Plan In Stages
Risk Management
Training
Our Initial Startup Planning & Procedures Services
Initial Startup Planning and Procedures
Operator Training
SEMS Readiness Reviews
Prestartup Safety Reviews (PSSRs)
Control System Tuning
Let’s create SOPs that operators actually want to use.
In the oil and gas industry, standard operating procedures (SOPs) are frequently developed late in the project when construction is well underway – too late to impact the design. They may be used for little other than operator training and following startup they often end up on a shelf collecting dust.
Contrast this with the airline industry, where SOP use has dramatically decreased the frequency and impact of accidents. That industry has created a culture and expectation of following procedures. They use SOPs for normal events – takeoff and landings – and in response to emergencies. Learnings are effectively incorporated into their SOPs.
It is hard to imagine ever having such devotion to SOPs in the oil and gas industry, but it is something we should strive for. Effective SOPs that are diligently used by operators may be the driver for the next step change in process safety in the industry.
But this cannot reasonably be accomplished unless we start writing procedures that are more user-friendly.
We must start writing SOPs that the operators will actually want to use.
Benefits of Our SOP Process
Viking uses an innovative phased approach. High level SOPs are developed early based on the PFDs. These are then matured to mid-level and finally to detailed procedures as the project matures.
Effective integration of the SOP development effort via a Systems Engineering Team yields other significant benefits:
Coordination with the control systems design efforts can provide valuable guidance to HMI design to mimic how the facility will be operated.
Effective SOPs can dramatically simplify the development of final commissioning and initial startup procedures.
The development of the CMMS and Preventive Maintenance Schedules is more effective if done concurrently with the SOPs. Maintenance tasks can be specifically created and scheduled to reflect the equipment’s planned operability. Spare Parts will be set with valid Min/ Max levels based on the scheduled maintenance tasks, possible unexpected corrective maintenance tasks and logistical hurdles which may require to be overcome.
These are all powerful arguments to put more effort and earlier effort into SOP development, but we seek a still higher goal – Culture Change. Effective SOPs that are diligently used by operators may be the driver for the next step-change in process safety in the industry. But this cannot reasonably be accomplished unless we start writing procedures that are more user friendly; procedures that the operators will actually want to use.
Want to Learn More About our SOP Process?
Read our free eBook or order a paperback copy off of Amazon.
SOPs are important for the safe and effective operation of industrial plants, including oil and gas facilities. But SOPs are frequently developed late in the project, after the design is completed and construction is well underway. And they may be used for little other than operator training. Following startup, they often end up on a shelf collecting dust. Used this way, SOPs have little influence on either the design or the operation of the facility. SOPs can be so much more. They can be both an integral part of the design process and a catalyst for culture change in the industry.
Consult Our Specialist
Topsides Operations Senior Advisor
Howard has 38 years of work experience, with 15 years in Petrochemical Industry in process and project design roles. For the last 23 years, he has been in Oil and Gas consulting roles with the 12 years being involved specifically in Systems Engineering.
Phone: 281.870.8455
Related Resources
In Part 1 of this GATEKEEPER series on complexity, we identified 8 key sources of project and project team complexity. In Part 2, we discuss what can be done about them.
SOPs are important for the safe and effective operation of industrial plants, including oil and gas facilities. But SOPs are frequently developed late in the project, after the design is completed and construction is well underway. And they may be used for little other than operator training. Following startup, they often end up on a shelf collecting dust. Used this way, SOPs have little influence on either the design or the operation of the facility. SOPs can be so much more. They can be both an integral part of the design process and a catalyst for culture change in the industry.
Control Systems Part 3: Rules for Tuning Loops Prior to Startup
This is part two of the GATEKEEPER series on control systems tuning. To effectively tune a control loop, there needs to be an understanding about the dynamics of the system.
This series of GATEKEEPERS will provide methods for using readily available process design data for determining effective tuning parameters before startup.
Chokes and control valves are often oversized even for normal operation, and are sometimes far too large to provide adequate control of low flow rates at initial startup.
Related Project Experience
A client sent us a leaking gate valve with a through-wall crack that had developed after years in service.
The investigation showed the valve had failed by fatigue. The crack had been growing for some time before finally penetrating through the valve wall and creating a leak.
Complete Field Integrity Project including wells, gathering lines, and facilities. Corrosion and Chemical Optimization and Development of a Viking Proprietary Tool for integrity.
HPHT Well Design Support
Quality Assurance, Failure Analysis Work, Well Delivery Processes, Well Design
HPHT Well Design Support
Unconventional Plays, Horizontal Wells, Failure Analysis Work, Quality Assurance Work, Rig Operations
Unconventional Plays, Quality Assurance, Rig Operations, Mill Surveillance
Unconventional Plays, Quality Assurance, Rig Operations, Mill Surveillance
Unconventional Plays, Horizontal Wells, Failure Analysis Work, Quality Assurance Work, Rig Operations
Unconventional Plays, Horizontal Wells, Failure Analysis Work, Quality Assurance Work, Rig Operations
Well Engineering HPHT
Material Selection for acid gas injection wells in west Texas. Materials Selection included production tubing, production casing, packer, production liner, Xtree and wellhead equipment.
CRA materials selection for production Liner for packer-less well designs in West Texas CO2 floods
Materials Selection for new well completion to include casing, and tubing. Corrosion Models were developed for these type wells using state-of-art software and modeling techniques
An independent oil operator experienced four back-to-back casing failures in his Oklahoma shale program. These current failures and setbacks were eating into his budget and eroding stakeholder faith in the ability to complete wells.
His initial comment was, “I’m not getting any sleep – I need some help. You’ve got to help me stop the leaks!”
A winter-peaking natural gas storage plant undergoes a production expansion which includes infill well drilling and a gas compression system expansion.
Led study for independent oil and gas operator regarding the injection of flue gases from Gulf coast power plants to a Deepwater development for the purposes of enhanced oil recovery (EOR). This considered pretreatment and processing requirements for flue gases from natural gas-fired boiler plants, natural gas combined cycle plants, coal-fired boiler plants and integrated gasification combined cycle plants. Key issues considered were the ability of the pretreatment system to remove oxygen and water.
GATE was responsible for developing the overall Aseng Water Injection System Basis of Design.
GATE was requested to determine the potential risks involved in waterflood for the Neptune and Shenzi fields as a means to determine whether waterflood was a viable option for enhanced oil recovery. Based on this, GATE developed a waterflood philosophy document that details the problems and possible mitigation procedures for BHP’s use in determining whether or not to waterflood.
GATE provided in-house production chemistry support for the Horn Mountain, Atlantis and Thunder Horse assets.
GATE undertook a chemical vendor qualification process on behalf of Noble to procure the best suited chemical and chemical support for both the Aseng and Alen assets based on their fluids, and system along with their specific operational needs.
GATE leverages each chemical vendors based on performance of chemical, lab, ability to meet supply demands and upsets, price, experience and key criteria important to contractor and operator.
GATE undertook a rigorous qualification process on behalf of the client to BHP to procure the best suited chemicals and chemical support for both the Neptune and Shenzi assets based on their fluids, and system along with their specific operational needs.
BP Pipeline oversees the operation of 9 total oil and gas export systems from more than 20 different platforms in the GoM. The pipeline systems transport almost half-million barrels of oil and hundreds of MMSCF of gas daily from the producing platforms to onshore processing facilities.
The FAMP has been developed for BP Pipeline assets to ensure proper working of the high volume systems by organizing and delegating between operators, facilities, laboratories and onshore offices. By facilitating the review of system performance and operation, this information provides the basis of a continuous improvement approach.
As part of the scope of work, GATE was commissioned to develop two comprehensive, user-friendly screening tools to guide subsea flowline materials selection decisions for wet gas and waterflood during concept selection and design using field specific data.
GATE undertook an investigation into recovered, decommissioned equipment to determine both the cause of failure and investigate integrity of components that may not have failed. This information has proven invaluable to operators who can base the performance of other equipment of a similar type and construction in a similar environment. This was significant as the recovered materials ranged from the mud-line, to sea surface and topsides.
GATE provides Shell with cathodic protection design support for all their subsea projects. This includes coating selection (anti-corrosion and flow assurance) and qualification, which also involves interfacing with the coating yard. An important aspect of this operation is carrying out comprehensive quality audits of anode foundries and coating plants around the world.
GATE determined the risks and mitigation of risk associated with wet parking and flooding of a gas export pipeline with unfiltered seawater. The key concerns are corrosion due to microbes, oxygen corrosion, and drying to prevent hydrate formation when the pipe goes into service.
GATE undertook erosion and corrosion modeling in the flowline to develop sand production allowance and an erosion corrosion risk assessment. From this, a maximum rate of gas production that will allow the asset to maintain it design life was determined. This enabled the operator to safely increase production by 25% to without additional risk to the asset thereby increasing the Net Present Value of the asset.
GATE was responsible for formulating a detailed flow assurance strategy for the successful operation of Juniper production system. The project involved extensive cross-functional interaction, detailed study of the lessons learnt from similar fields in the region (offshore Trinidad), simulating a wide variety of what-if scenarios (both steady state and transient) to draft the flow assurance strategy and operability logic for optimized production.