Sunday, August 16 - CDT
All short courses will take place on August 16, 2020.
You can register for any of these short courses by selecting the course title during the 2020 AIChE Spring Meeting and 16th GCPS online registration process or call customer service at 1.800.242.4363 to add the courses to your registration.
Note: Cancellations after July 26, 2020 will not receive any refunds*
Short Course List
Click the plus sign on any of the courses below for a full description.
S4: Understanding and Improving Human Reliability through Written Procedures and Other Job Aids
Instructors: Sunil Lakhiani, Ph.D., P.E., CSP; Chason J. Coelho, Ph.D., CSP, CFI; and Trey Morrison, Ph.D., P.E., CPSP, CFEI, Exponent
Book: Guidelines for Writing Effective Operating and Maintenance Procedures
According to the Center for Chemical Process Safety (CCPS), developing and implementing effective written procedures provides a fundamental building block for an effective Process Safety Management system. Furthermore, procedures and the safe work practices they describe constitute two of the nine elements associated with the Managing Risk pillar of the CCPS guidelines for Risk Based Process Safety. It is clear that procedures and other job aids are essential aspects of managing high-hazard systems.
Deviations of content, format and layout of information from Human Factors principles can lead to costly human errors and, in turn, can result in catastrophic incidents. This short course not only presents these Human Factors principles but also provides unique perspectives on them. Bases for the principles are explained using understandable examples from scientific literatures in cognitive neuroscience and psychology. This information affords attendees insights not only into how to create effective new procedures and job aids, but also how to identify potential human performance gaps that can arise from current work activities. It is important that organizations in the process industries understand these principles of human performance in assessing future and current practices for developing, reviewing, evaluating, and verifying procedures and other job aids. This assessment is the first step in creating a process to help ensure that the procedures and job aids are consistent with the Human Factors principles geared toward enhancing the safety, productivity, reliability, and general effectiveness of the work systems. Clear, accurate and consistent procedures and job aids not only help organizations train and evaluate the performance of the stakeholders, but also help organizations improve human reliability through evaluation of human error potential.
This course also introduces Human Factors principles related to human error taxonomies as applicable to the development and evaluation of procedures and job aids. Course instructors will discuss the guidelines for designing procedures not only based on the multiple scientific literatures but also industry best practices. In addition, the instructors will use example procedures to engage the attendees in class workshop activities to apply the principles and guidelines. Lastly, this course will introduce to the attendees a methodology for human reliability assessment: The Human Error Assessment and Reduction Technique (HEART). This technique utilizes procedures for a step-by-step team approach to assess the human error probabilities that could be incorporated into valuable risk assessment methods, such as Layers of Protection Analysis (LOPA). Attendees will therefore come away from the class with several valuable tools that they can readily implement to help improve human performance and prevent incidents in their organizations.
- Introduction to human performance and error
- Core Human Factors principles
- Pillars of Risk Based Process Safety
- Human Factors Guidelines for Procedures Development and Evaluation
- Format and layout
- Procedural steps wording
- Procedural steps numbering system
- Associated job aids
- Warnings and safety information
- Tables and figures
- Applicable science and industry principles
- Discussion of practices at various organizations
- Human Reliability Analysis (HRA)
- Introduction to HRA
- Human Error Assessment and Reduction Technique
- Benefits and costs
- Realistic application examples
CCPS’ Guidelines for Writing Effective Operating and Maintenance Procedures will be provided to the attendees along with additional notes and handouts.
S6: Flammable Liquids, Vapors and Gases Training
Instructor: Paul Osterberg, DEKRA
Book: No Book
This course is designed as a one (1) day learning experience to provide the knowledge and skills to identify, mitigate, and protect against the hazards associated with flammable liquids, vapors, or gases. Training will encompass a detailed overview of the fundamentals of flammability, test methods and interpretation, and relevant compliance standards, codes and regulations.
What You will Learn
- How to determine if a fire or explosion hazard exists within your facility.
- The minimum requirements to be in compliance with codes, standards, regulations and Recognized and Generally Accepted Good Engineering Practices (RAGAGEP)
- How to determine the validity of any existing laboratory data you might have and what test data is needed for design purposes.
- How to identify gaps in your facility's fire and explosion prevention and protection requirements;
- How to design and implement various explosion protection and prevention methods
- About different combustion events and explosions, their characteristics and the hazards they represent.
- Methods for controlling flammable atmospheres to prevent or reduce fire and explosion hazards.
- Essentials for storage of large & small (portable) quantities of flammable materials
- How to protect against the effects of explosions when control measures may not be fully effective.
Who Should Attend
- Process Safety Personnel
- Those responsible for processes handling flammable liquids/vapors/gases
- Process Engineers
- Safety and Health Personnel
- Designers of facilities that handle flammable liquids/vapors/gases
Codes, Standards and Regulations Reviewed
- OSHA 1910.106 Flammable Liquids
- NFPA 30 Flammable and Combustible Code
- NFPA 67 Guide on Explosion Protection for Gaseous Mixtures in Pipe Systems (Including new requirements of the 2019 edition!)
- NFPA 68 Standard on Explosion Protection by Deflagration Venting
- NFPA 69 Standard on Explosion Prevention Systems (Including new requirements of the 2019 edition!)
- International Building and Fire Codes (adopted by most states as a Legal Requirement)
- Fundamentals of flammability and flammability properties
- Test methods for determining flammability properties and interpretation
- Review Compliance to various Standards and Regulations
- Flammable Liquids (NFPA 30)
S7: Layer of Protection Analysis (LOPA) - Updated
Are proposed or existing combinations of safeguards enough to prevent an accident or mitigate the consequences? Do you perceive that doing a fully quantitative risk assessment (QRA) would be over-working the problem?
Then Layer of Protection Analysis (LOPA) is the new tool you need to learn. LOPA combines both qualitative and quantitative elements of hazard evaluation and risk assessment to analyze and judge the adequacy of existing or proposed safeguards against process deviations and accident scenarios. A key to the success of LOPA is its rules for judging if protection layers are truly independent. Because of these rules, LOPA helps the analysts make consistent judgments of if the risk of scenarios are “as low as reasonably practical (ALARP)”.
This “How To” course is taught by one of the principal authors of the AIChE/CCPS book, Layer of Protection Analysis (2001). The course will also bring you up-to-date on changes from the newly released Guidelines for Initiating Events and Independent Protection Layers, CCPS/AIChE (Mr. Bridges, the instructor, was the primary author of this textbook).
Workshops are used as the primary mode of teaching each aspect of LOPA. You will perform several complete LOPA before leaving class.
What You Will Learn:
- When and how to use LOPA and How to systematically create risk scenarios
- How to establish risk acceptance (risk tolerance) criteria for use within your company (this is also called development of ALARP criteria)
- How to calculate “as-is” risk for a cause-consequence pair: Estimate the frequency of the initiating event and estimate consequence
- What is meant by “independence” and “uniqueness” with respect to IPLs
- How to use LOPA to determine the Safety Integrity Level (SIL) necessary for an instrument IPL (to comply with the requirements of IEC 61508/61511)
- How other companies worldwide use LOPA to: Decide which PHA/HAZOP recommendations to reject and which to accept
- Focus limited resources within mechanical integrity departments and operations on what is critical to manage risk to ALARP
- Avoid wasting resources on quantifying risk using QRA methods • Perform specialized risk modeling for facility siting questions
- Comprehensive course notebook containing: Examples of risk acceptance and judgment protocols & Industry examples and solutions to all LOPA workshops
- Certificate of Completion and 0.7 CEUs & 0.7 COCs
Typical Course Candidates
This course is designed for experienced PHA/HAZOP leaders. Other individuals with a strong technical background (such as engineers and scientists) may attend:
- Managers of Operations, Safety; Project Managers; Engineers – Process, Safety, and Mechanical; PSM Coordinators and Managers
1-Day (9:00 a.m. to 5:00 p.m.)
Introduction to LOPA
- Learning objectives and goals of using the LOPA technique
- What is LOPA? How is LOPA applied? Definitions? When is LOPA used?
Developing LOPA Scenarios
- Selecting candidate scenarios from brainstorming hazard evaluations
- Scenarios from design questions and from incidents
Estimating the Consequence of the Scenario
- Using a look-up table of consequence; Developing a consequence look-up table for your company; Alternative methods for estimating consequences
- Workshop 1: Estimating the consequence of a scenario (part of a continuing example)
Estimating the Likelihood of the Selected Initiating Event
- Using a look-up table of initiating event categories and frequencies
- How to develop an initiating event look-up table for your company
- Addressing enabling conditions and time-dependent initiating events
- Workshop 1: Estimating the frequency of an initiating event of a scenario (part of a continuing example)
Estimating the Probability of Failure of Independent Protection Layers
- Definitions, rules, and exceptions for giving credit for an independent protection layer (IPL); Using a look-up table of IPL categories and probability of failure on demand (PFOD); How to develop an IPL look-up table
- Workshop 1: Deciding which safeguards are valid IPLs and estimating the PFOD of the valid IPLs (part of a continuing example)
Calculating the Risk
- Using a standardized LOPA worksheet; Rules for calculating risk for an individual scenario (LOPA); Rules for summing risk of related scenarios
- Workshop 1: Calculating the risk of a LOPA scenario (part of a continuing example)
Judging the Risk
- Examples of risk tolerance criteria from the industry
- Development and implementation of a company risk tolerance criteria
- Workshop 1: Judging the risk of a LOPA scenario (cont. example)
Special Applications of LOPA
- Using LOPA for facility siting questions; Selecting the SIL for an interlock
S14: Process Data Analytics: Theory to Practice
Instructors: Bhushan Gopaluni, Fani Boukouvala, Ivan Castillo, Leo Chiang
We are currently at the cusp of what is considered the fourth industrial revolution. This revolution is driven by the ubiquitous cyber-physical systems, algorithmic developments in artificial intelligence, gargantuan computing power, inexpensive memory and the gigantic volumes of data that are being collected. The pro- cess industries are in possession of treasure troves of heterogenous data that is gravely under utilized. The competitive global environment, and the ever increasing demands on energy, environment and quality are subjecting these industries to a high level of economic pressure. The incredible volumes of data that they already possess are poised to provide a level of automation and eciency never seen before and thus alleviate the economic and competitive pressures. Process industries have been using data analytics in various forms for more than three decades. In particular, statistical techniques such as principal component analysis (PCA), partial least squares (PLS) and canonical variate analysis (CVA) have been used widely. In addition, time series methods for modeling such as max- imum likelihood estimation and prediction error methods have also been extensively applied on industrial data. The recent developments in machine learning and artificial intelligence provide an opening for using process data in new ways to extract information to solve modeling, process monitoring, fault detection and diagnosis and control problems. However, in order to successfully apply machine learning methods to process data, practitioners require not only a high level understanding of the algorithms but also strong programming in languages such as Matlab, Python and R as well as knowledge of packages such as TensorFlow, PyTorch, Keras and Jupyter. This workshop will introduce the essential machine learning algorithms and software tools for graduate students, experienced researchers and engineers working in the industry. In particular, several known and emerging applications of these algorithms in soft sensing, state and parameter estimation, process monitoring, fault detection and diagnosis, and control will be presented. Specific focus will be given to formulation and solution of optimization problems with embedded Machine-Learning models (surrogate models), and adaptive model-based sampling. The workshop will include interactive hands-on exercises using Python and Google-Colab. Elementary knowledge of probability and statistics is required to attend this workshop. Course Plan and Contents This full day (approximately seven and half hours) workshop will be organized at the AIChE Spring Meeting. Starting with an elementary introduction to statistics and probability, we will develop various regression, classification, dimensionality reduction and advanced learning algorithms that are of interest to practicing en- gineers. In addition, various widely used machine learning software packages will be introduced. Registrants will receive take away software code to implement some of these algorithms. 1. Data-Driven Optimization Data Pre-Processing Regression Design of Experiments 2. Classification & Regression Algorithms k-nearest neighbours algorithm k-means algorithm Support Vector Machines & Logistic Regression Decision Trees Hierarchial Clustering Least Squares, kernels and regularization Applications in process and other related industries 3. Dimensionality Reduction Algorithms
Principal Component Analysis (PCA)
Partial Least Squares (PLS)
Nonlinear and dynamic dimensionality reduction algorithms Applications in process and other related industries 4. Surrogate Modelling 5. Advanced Learning Algorithms:
Artifical Neural Networks
Applications in process and other related industries
Learning Outcomes By the end of this workshop, registrants will be able to
- identify and solve classification, regression, dimensionality reduction and learning problems.
- work with softwares such as Python, TensorFlow, Keras.
The sequence of workshop presentations will follow the tentative schedule below:
|Start Time||End Time||Presenter||Content|
|9:00 AM||9:45 AM||Bhushan Gopaluni/Fani Boukouvala||Big Data Analytics - An Introducttion|
|9:45 AM||11:00 AM||Bhushan Gopaluni||Classification & Regression|
|11:00 AM||12:30 PM||Fani Boukouvala||Optimization Challenges with Process Data|
|12:30 PM||1:30 PM||N/A||Break|
|1:30 PM||2:15 PM||Bhushan Gopaluni||Dimensionality Reduction|
|2:15 PM||3:15 PM||Fani Boukouvala||Surrogate Modelling|
|3:15 PM||4:15 PM||Bhushan Gopaluni||Advanced Learning Algorithms|
|4:15 PM||6:00 PM||Ivan Castillo/Leo Chiang||Industrial Case Studies|
ISA Short Course: Introduction to Industrial Automation Security and ANSI/ISA 62443 Standards
ISA Member Price:$650
"It gave me a general overview of how to setup security measures."
- Donald Peck, Utility SCADA Supervisor
Understanding how to secure factory automation, process control, and Supervisory Control and Data Acquisition (SCADA) networks is critical if you want to protect them from viruses, hackers, spies, and saboteurs.
This seminar teaches you the basics of the ISA/IEC 62443 standards and how these can be applied in the typical factory or plant. In this seminar, you will be introduced to the terminology, concepts, and models, as well as the element of creating a cybersecurity management system will be explained along with how these should be applied to industrial automation and control systems.
You will be able to:
- Discuss why improving industrial security is necessary to protect people, property, and profits
- Define the terminology, concepts, and models for electronic security in the industrial automation and control systems environment
- Define the elements of the ANSI/ISA-62443-2-1 (ANSI/ISA-99.02.01-2009)- Security for Industrial Automation and Control Systems: Establishing an Industrial Automation and Control Systems Security Program
- Define the core concepts of risk and vulnerability analysis methodologies
- Define the concepts of defense in depth and the zone/conduit models of security
- Explain the basic principles behind the policy development and key risk mitigation techniques
- Explain why improving industrial security will be necessary to protect people, property, and profits
You WILL COVER:
- Understanding the Current Industrial Security Environment: What is Electronic Security for Industrial Automation and Control Systems? | Trends in Security Incidents
- How IT and the Plant Floor are Different and How They are the Same
- Current Security Standards and Practices
- Creating A Security Program: Critical Factors for Success/Understanding the ANSI/ISA-62443-2-1 (ANSI/ISA-99.02.01-2009) - Security for Industrial Automation and Control Systems: Establishing an Industrial Automation and Control Systems Security Program
- Risk Analysis: Business Rationale |Risk Identification, Classification, and Assessment
- Addressing Risk with Security Policy, Organization, and Awareness: CSMS Scope | Organizational Security | Staff Training and Security Awareness | Business Continuity Plan | Security Policies and Procedures
- Addressing Risk with Selected Security Counter Measures: Personnel Security | Physical and Environmental Security | Network Segmentation | Access Control: Account Administration, Authentication, and Authorization
- Addressing Risk with Implementation Measures: Risk Management and Implementation | System Development and Maintenance | Information and Document Management | Incident Planning and Response
- Monitoring and Improving the CSMS: Compliance and Review | Improve and Maintain the CSMS
Includes ISA Standards:
- ANSI/ISA-62443-1-1 (ANSI/ISA-99.00.01-2007) - Security for Industrial Automation and Control Systems Part 1: Terminology, Concepts & Models
- ANSI/ISA-62443-2-1 (ANSI/ISA-99.02.01-2009) - Security for Industrial Automation and Control Systems: Establishing an Industrial Automation and Control Systems Security Program
- ANSI/ISA-62443-3-3 - Security for Industrial Automation and Control Systems: System Security Requirements and Security Levels