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On behalf of energyEDGE®, welcome to “Process Hazard Assessment Using The HAZOP Technique And
HAZOP Team Leader Training”.
This Virtual Instructor Led Training (VILT) programme will be delivered through a series of lectures and
interactive sessions. In order to maximize your learning in this training course, please do bring-up your
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HAZOP Technique / Team Leader
Module 1 : Introduction
Course Presenter – Alan Borrowman
HAZOP TECHNIQUE
Module 1 HAZOP Essentials HAZOP Methodology
Module 2 HAZOP Roles Types of HAZOP
Module 3 Main Syndicate Exercise
HAZOP TEAM LEADER
Module 4 Node Selection Planning a Study
Risk Reduction Recording and Reporting
Raising Actions
Module 5 SIL / LOPA Operability
Human Factors Managing the Team
Meeting Leadership HAZOP Masterclass
Course Objectives
Guidewords
Causes
Consequences
Safeguards
15
What is HAZOP ?
HAZOP is :
• a systematic study method for identifying potential hazards and
operability concerns in a process system
• a vital step in the overall risk management process
• a comprehensive, in-depth and documented design check
• a team effort, pooling knowledge and experience
• the most widely used safety technique in process design and operation
HAZOP is not :
• a mechanistic checklist review
• a means of re-designing a system
• a method of solving or analysing problems
• a competence test of the process/design engineer
• A guarantee that the plant is safe
16
Why HAZOP ?
Process plants are designed and constructed in accordance with good
industry practice based on hundreds of widely recognised engineering
codes and standards. These are based on accumulated knowledge and
experience and are reviewed and updated when accidents happen.
❖ Codes and standards tell the designer what he should do. They do
not say what he/she should not do.
❖ Codes and standards are based on what has happened before and
cannot predict new hazardous situations.
❖ Each plant design is different. Hazards can arise from different
combinations of equipment and how process streams interact.
❖ Designers may have to ‘interpret’ codes and standards,
e.g. API standards are based on onshore US refinery practice, not
upstream oil & gas, chemicals production or utilities.
17
When to HAZOP ?
New Project
❖ Preliminary or ‘Coarse’ HAZOP is carried out during FEED.
❖ Detailed HAZOP for a new project is carried out towards the end of
detailed design, when there is still sufficient time to incorporate findings.
❖ Pre-start up HAZOP is a check that previous HAZOP actions are complete.
❖ Procedural HAZOP may be carried out once SOPs are prepared.
Existing Plant
❖ ‘Validation’ HAZOP is a review ‘by difference’ of a previous HAZOP for the
accumulation of individual changes to equipment, operating procedures,
control system. OSHA 3132 (PHA guidance) suggests at least every 5 years.
❖ ‘Re-HAZOP’ may be required if considerably more time has elapsed since a
previous HAZOP, or if its quality is inadequate for a re-validation HAZOP.
❖ Any HAZOP should only be carried out when PIDs are complete (new
project) or accurately updated (existing plant), and fully reviewed.
18
HAZOP – What if there is …?
Reverse
(Flow
) No
(Flow
)
Misdirected Deviations
(Flow
from Design More
)
(Flow problems) (Flow)
Cycling Les
(Flow
(Flow s
)
)
19
HAZOP Principle
Parameters / Guidewords
(for generation of deviations)
BRAINSTORM
DEVIATION CAUSE
ASSESS
CAUSE
NO IS IT POSSIBLE?
IS IT LIKELY?
CONSEQUENCE
NO CAN BARRIERS FAIL?
DOES IT MATTER?
YES
The HAZOP
Process RECOMMENDATION
21
What is a DEVIATION
Deviations are possible ways for the plant to exceed its design or operating
envelope.
– Physical: too much flow, too hot or too high a pressure.
– Compositional: different components, phase change
– Operational: no maintenance, bad isolation procedure
– Unsteady state: start-up, blowdown, maintenance, changeover
Deviations are identified by the systematic application of the appropriate
parameter-guide word combinations.
23
Parameters
A) PROCESS PARAMETERS
MAIN SUBSIDIARY
FLOW VELOCITY
TEMPERATURE MATERIAL FAILURE
PRESSURE RADIATION
LEVEL FOAMING
COMPOSITION HYDRAULIC SURGE
VIBRATION
EROSION / CORROSION
SAMPLING
CATALYST
POLLUTION
24
Other Kinds of Parameter
B) OPERATIONAL PARAMETERS
OPERATING MODES, e.g. bypass, turndown, recycle, parallel steps
COMMISSIONING / START-UP
SHUTDOWN incl. emergency shutdown, blowdown
C) MAINTENANCE PARAMETERS
PLANT ISOLATION / PREPARATION / RE-INSTATEMENT
D) OTHER PARAMETERS
UTILITY FAILURE FIRE & EXPLOSION
EQUIPMENT RELIABILITY DESIGN DOCUMENTATION
HUMAN FACTORS, incl. procedures, ergonomics
25
Guidewords
plastic
hosereel
variable
jet nozzle
27
Hosereel HAZOP
More Flow nozzle becomes detached
nozzle stuck open
Less Flow hose splits
hose kinked
nozzle partially blocked (debris)
valve partially blocked
loss of mains supply pressure
other water user
No Flow nozzle stuck closed/totally blocked
valve stuck closed/totally blocked
water supply turned off
Other hosepipe ban !
28
Study Method
30
What is a CONSEQUENCE
31
Exercise21 - HAZOP of Domestic Shower
shower
rose overflow
mixer
valve hot water
cylinder
immersion
heater
32
End of module
Any questions ?
33
HAZOP Technique
Module 1.2 : HAZOP Methodology
Objectives of this module
To understand the HAZOP process
End of node
V2 V3
V1
Start of
node
P1
Which Operating Modes ?
Normal operating mode is the usual steady state.
• Specify the cause clearly (e.g. say which valve may be closed)
• Wait until all causes are identified before examining first cause.
TO OIL
C SEPARATION
A
MOV
MOV
B LC
FROM MOV
PIPELINE
PIG RECEIVER
BAR TEE
LC LC
TO CLOSED TO OPEN
DRAIN DRAIN
SYSTEM SYSTEM
Example - Higher Temperature
TO GAS
COMPRESSION
FEED
HP LP
Separator Separator
LC
LSLL
TO CONDENSATE
STABILISATION
Example - Higher Pressure
• Glycol is added to the gas at the well to avoid hydrate formation.
• If the ESDV in the gas line closes, the head of glycol liquid upstream creates a
high differential pressure across the valve.
• The valve seat in ESDV could be damaged when the valve is opened.
• Pressure has to be reduced via a manual by-pass balve.
WELL SITE
EL. + 500 M
ESDV
PROCESSING
DATUM 0 M TERMINAL
Developing Consequences
• Consequences can be anywhere – inside the node, outside
node, plant or facility.
• Consider a logical sequence of events from immediate
consequence (e.g. pump runs dry causing seal damage),
intermediate effects (e.g. loss of containment) to identify
the final consequences (e.g. spillage and possible fire).
• Chain of events should be credible with realistic ultimate
outcomes (but consider how bad it could be).
• DO NOT take safeguards into consideration when
developing consequences. A common error in HAZOPs.
- distorts risk evaluation / understates potential outcomes.
Consequences & Safeguards
Initially assess consequences without existing safeguards, then
consider the effect of the existing safeguards.
Additional safeguards are required if the combination of cause
and consequence still presents a credible hazard.
Safeguards are systems and procedures that are designed to
•prevent a hazardous event
•detect and give warning of a hazardous event
•mitigate the consequences of a hazardous event
49
Examples of Safeguards
Intrinsic mechanical strength of plant
Separation distances between inventories
Alarms to alert operators to manually intervene
Instrument trips
Mechanical safety devices, e.g. pressure relief & check valves
How effective are they? Hardware devices have to be
specific to the hazard, available on demand and require
regular testing.
Safe operating procedures.
Caution : Procedure may be the cause of the problem.
Specify exactly what are the procedural improvements.
Well trained and experienced operators is not a safeguard
50
Assessing Risk
b) Shutdown
Logic
LSHH
a)
Normal
Level
Control
c) LC
Human failure
Operators may not respond to alarms or follow procedures
54
Improving Availability
Functional testing
55
High Integrity Protection System (HIPS)
Dual channel
2 oo 3 HIPS logic
voting logic processor
TO FLARE
PT PT PT
OIL FROM GAS TO
WELLS COMPRESSION
• What is a ‘node’
• Guidance on node selection & use
• Node specification table
• Example : node selection
What is a NODE
TO
FLARE PC TO FLARE PC
TO
TO COMPRESSION FLARE
TO LC LC
HYDROCYCLONES
TO CLOSED TO PRODUCED TO CLOSED DRAIN
DRAIN SYSTEM WATER TREATMENT
Guidance on Selecting Nodes
2
Node Selection – More Hints
❖ If the node is too complex, i.e. too many changes of flow direction
or pressure or temperature :-
sub-divide it into smaller nodes, stopping at splits / branches /
junctions, but ensure everything is included and not duplicated.
❖ Always be clear where the node starts and ends on each line, e.g.
at the pump inlet or outlet flange, ensuring that any gaps such as
the pump itself are included in one of the nodes.
❖ Use the process specialist to guide you.
If the node is too small – with no equipment, then few findings -
can be demotivating.
If the node is too large – team gets ‘lost’, guidewords can have
ambiguous meaning –leads to time wasting.
Guidance on Using Nodes
67
Glycol Regeneration Plant
TO HAZARDOUS
TC AREA VENT
FROM GLYCOL SYSTEM 43
CONTACTOR
SYSTEM 24 REFLUX
CONDENSER
TO LP VENT PC
SYSTEM 43
GLYCOL REBOILER
LC GLYCOL FLASH DRUM
SPARGE
COLUMN
FUEL GAS
SYSTEM 45
TO RECLAIMED
GLYCOL SURGE DRUM
OIL SUMP
SYSTEM 44
SYSTEM 45
LEAN GLYCOL
BOOSTER PUMPS SYSTEM 43
GLYCOL CARBON
COOLING FILTER FILTER
MEDIUM GLYCOL DRAINS
SUPPLY GLYCOL
SYSTEM 40 SUMP
PUMP
COOLING
MEDIUM GLYCOL SUMP
RETURN
FI GLYCOL
SYSTEM 40
TC COOLER
TO GLYCOL
CONTACTOR LEAN GLYCOL PUMP
SYSTEM 24 GLYCOL REGENERATION
68
The First Node
3
Getting Started
5
Reducing the Number of Nodes
•Node Definition
– Section of facility to be reviewed as an entity
– Minimum interfaces with other nodes
– Designate the reference point (start or end of node)
– Noding rules of thumb
• Max of 10 ‘No Flow’ causes
• Separate the different phases
•Why is Noding important
– Keeping discussion within the node
– Only consider causes in the node (except at battery limits or boundaries
of study, where causes outside the node can be considered)
– Consequences can be anywhere in project scope
End of module
Any questions ?
75
THANK YOU
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Process-Hazard-Assessment-using-the-HAZOP-Technique-and-HAZOP-
Team-Leader-Training-11-15-September-2023