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POEMS Approach – Implement Part 6 of 6

Implement | Part 6

High-Performance HMI and SCADA system

The final step in implementation of the POEMS system is the HMI and SCADA. The HMI will be defined by the style guide developed during the High-Performance HMI Workshop .

At this point in the process, everything necessary has been gathered to write functional requirements specification and begin building the SCADA system and HMI displays. The initial assessment of the HMI and SCADA took place in the beginning of this process, and the additional information learned from the CRMP and Alarm Management Rationalization provides the details necessary to execute the HMI and SCADA on time and within budget.

ClearSCADA HOST PLATFORM

EnerSys uses ClearSCADA as the host SCADA platform for POEMS implementations. It is an innovative, flexible and comprehensive SCADA host platform designed for oil, gas, and water pipelines. From a built-in historian to alarm redirection, and object-based templates to multi-developer environments, ClearSCADA is designed to control operational costs through quick deployment and reduced downtime.  In particular, ClearSCADA offers a design developer’s kit (DDK) which enables EnerSys to implement code specific to the needs of pipeline oprations, and then link thoe functions into the ClearSCADA multi-server redundancy model.

The typical pipeline SCADA system consists of a primary and backup server in the main control room and one or more disaster recovery servers or workstations.

EnerSys Intelligent Operator ConsoleTM (IOC)

The outcome of the High-Performance HMI Workshop is the HMI Style Guide. To implement the style guide in the HMI, EnerSys has developed the IOC that includes a high-performance HMI. The IOC utilizes the ClearSCADA Driver Developer Kit (DDK) to extend ClearSCADA functionality to incorporate advanced features such a gas line pack and liquid material balance.

EnerSys IOC is the “heads-up display” in the POEMS suite. The IOC screens are combined with an innovative set of run-time tools specifically designed to enable pipeline controllers to enhance awareness and supervisory control of their pipeline operations and interface with key business network systems.

What is the value of “seeing” an abnormal operating condition develop before it becomes an emergency? With the IOC, the graphics and widgets are designed to allow the controller to have an unprecedented view of the entire domain under his/her control, and typically “see” abnormal events unfold before an alarm is sounded. While the controller may not be able to prevent an emergency, if he can see it early on he has more time to react and potentially mitigate the damage.

The IOC provides the graphical components, animations, and functional behaviors to conform to the SCADA implementation, HMI and Alarm Philosophy, and HMI Style Guide. Each component is explained in the User Manual to familiarize the user with the capabilities of the component and specifics of implementation conforming to the HMI Philosophy and Style Guide. Components such as those shown can be configured as required, depending on the specifics of the pipeline system.

Typical High-Performance HMI screens in EnerSys IOC

In addition, the IOC provides run-time applications that act as extensions to the functionality available from the target SCADA
platform and provide advanced capability for pipeline operations.

  • Operator in Control – Provides the ability for a user to log into multiple SCADA applications
  • Operator in Trouble – Designed to help keep an operator safe when he is working a alone
  • Line Pack – Tracks pipeline line pack using full AGA equations to calculate pack in real time
  • Volume Roll-Up – Calculates the throughput volume by pipeline segments and areas of operation
  • Nomination Interface – Interface to the external nominations system
  • Daily Forecast vs. Nomination – Compares forecasted delivery versus nomination
  • Alarm Response Sheet – Provides the controller with causes, consequences, and corrective actions for each alarm activation
  • Communications Status – Alerts the controller to communication problems between console and field devices
  • Alarm/Event Query – Enables the look up and retrieval of historical alarms and events
  • FTP Data Integration – Transfers nomination information from remote sites over the internet via FTP
  • Report Engine – Schedules the emailing of reports created in Crystal Reports

Operate and Refine

Once the implementation phase is complete and the controllers and support personnel are trained on the POEMS system, they can begin operations. The knowledge gained through operating the system will provide the input needed to continue refining the various processes.

EnerSys support of the POEMS system does not stop once training is complete and the system has been turned over to the client. Each month, there are requirements to manage and document changes, review alarms, record lessons learned, incorporate compliance updates, and implement software warranty bug fixes. Included in the POEMS package are three months of meetings to facilitate and assist with the refinement process, one on-site and two by phone conference. Additional facilitation is available upon request.

Managing the Change

Resistance to change from various stakeholders will occur throughout the POEMS process. It is inevitable that not everyone will embrace the changes suggested for various reasons. In studies that go back several decades, human behavior scientists have defined the change curve as shown.

The POEMS process incorporates numerous orientations, workshops, and training classes during each phase of the implementation. A vigorous effort is made to include all of the stakeholders to minimize the ‘valley of death’ that occurs at Stage 4 in the change curve. The valley cannot be eliminated but it can be minimized. Breaking down the POEMS process to its major phases identifies the areas with the greatest resistance to change.

The key to overcoming the resistance to change is a combination of factors:

  • Train early, middle, late
  • Focus on “why”, the human factors science
  • Identify sponsors and get them involve

The POEMS process diagram shows the numerous areas where EnerSys focuses on the “why,” teaches human factor science behind the concepts of permission to operate and situational awareness, and strives for client inclusion.

Throughout the process, we work with our clients to implement continued learning and continual improvement.

Learn more about POEMS and how it can benefit your business.

Russel Treat

Russel Treat is an industry leader, software entrepreneur, podcaster, and trusted subject matter expert specializing in oil and gas pipeline operations, custody transfer measurement, leak detection, and automation. Russel’s extensive knowledge of pipeline and control room operations gained over 30 years of projects led to the creation of a complete software suite known as POEMS ™ (Pipeline Operations Excellence Management System) delivered through EnerSys Corporation.

As CEO of EnerSys, Russel is committed to delivering the highest value to pipeline operators by addressing their greatest needs and concerns, especially operational efficiency, safety and government regulation.

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