Presentation on theme: "IntelaTrac in Oil & Gas Upstream Operations"— Presentation transcript:
1 IntelaTrac in Oil & Gas Upstream Operations Phillip F MillerInvensys North America Ops Manage 2011Nashville, TN USANovember 8-10, 2011DRAFTPlease do not distribute
2 Chevron at-a-glance Global Snapshot Second-largest integrated energy company in the United States and among the largest corporations in the world, based on market capitalization as of Dec. 31, 2010Business activities around the worldDiverse and highly skilled global workforce consists of approximately 58,000 employees and about 4,000 service station employeesCapital and exploratory expenditures – Invested $21.8 billion in 2010; announced projected outlays of $26 billion, with continued focus on exploration and productionOur BusinessWe explore for, produce and transport crude oil and natural gas; refine, market and distribute transportation fuels and lubricants; manufacture and sell petrochemical products; generate power and produce geothermal energy; provide energy efficiency solutions; and develop the energy resources of the future, including biofuels.Sources:
3 IntelaTrac in the Upstream Presenter Bio Phillip F Miller Solution ArchitectChevron Energy Technology Company Mobile Field Computing teamTechnical architect for Chevron i-fieldTM ORD solution; developed global upstream reference architecture for two mobile solutionsTwenty years deploying business and technical applications, eleven years in upstream production operations, the remaining in drilling and completions, petrochemicals, mining, and distribution industriesPrior service at ExxonMobil, Price Waterhouse and IBMBS, Information Management; MBA
4 IntelaTrac in Chevron Downstream and Upstream Operator routine duties (ORD) is a term used in many placesChevron employs ORD in the Downstream, and seven years ago implemented IntelaTracSome of you know Eric Rearwin who helped roll out IntelaTrac in the Chevron operated refineriesEric has been a popular speaker in several venues and has helped me in my ORD journeyChevron uses ORD in the Upstream as well, and selected IntelaTrac as the tool to enable this work process three years agoSources:
5 IntelaTrac in Chevron Upstream In the upstream, Operator Routine Duties are often connected with surface equipmentHowever, the term ORD has broader implicationsRoutine duties can be useful for collection ofSurface equipment dataProduction related dataRegulatory compliance dataHES dataOperations & Maintenance ProceduresCommissioning check listsAnd other settings where check lists are usedSources:
6 IntelaTrac in the Upstream Routine Duties Paper-based Routine DutiesRoutine duties are found in most upstream oil & gas operationsThey are often paper-basedCheck list with readings or observationsPlace to indicate if the condition was normalPlace for the operator to enter any action takenThese are typically based on a set of standardsElectronic Routine DutiesPaper is good, but is a starting point, not a stopping pointElectronic routine duties marry:Operator driven reliability and enhanced operator routine dutieswith…Enhanced surveillance and action for those “on the beach” and in the field officeIntelaTrac is a great tool to enable electronic operator routine duties
7 IntelaTrac in Upstream Routine Duties Operator Driven ReliabilityRoutine duties for surface equipment typically include readings and observationsEach, value entered is evaluated against pre-defined tolerances specified by vendors, Operations, Engineering or MaintenanceIf those tolerances are exceeded, follow up actions and questions are trigged and the operator is typically prompted for commentsSurveillanceExceptions are flagged as a result of routine dutiesThe type of exception is pre- assigned to the condition along with a pre-defined severityException reports may be automatically generated and sent to operation supervisors, area managers, specialized surveillance teams and other groupsWith this visibility quick action may be taken
8 IntelaTrac in Upstream Routine Duties Surface Equipment Examples:Check suction pressure, if low (e.g., < 150 psig)Follow up action: instruct to check for restrictions in the inlet flowCheck discharge pressure, if less than inlet pressureFollow up action: instruct to open up a work order to replace the filterDisplay work order request windowCheck crankcase oil level, if LOWFollow up actions:Instruct to add oil and indicate brand and viscosityInstruct to add note indicating how many quarts were addedDisplay note window
9 IntelaTrac in Upstream Routine Duties Surface Equipment Examples:Check compressor discharge gas temperature, if high (>300 degF)Follow up action:Ask a follow up question: “Are the louvers closed?”If YES, follow up action: instruct operator to open louversAsk a follow up question: “What is the water level in cooler?”If LOW, follow up action: add waterAsk a follow up question: “is valve temperature high?”If YES, follow up action: call mechanicAsk a follow up question: “is gas recirculation ON?”If none of the above follow up questions were trueFollow up action: instruct Operator to shut down the compressor and call mechanic
10 IntelaTrac in Upstream Routine Duties Production Data Examples:Tank gaugingEnter level, calculate volume using strapping table data, calculate and display stock tank change in inventoryWell test (2 or 3 phase)Enter duration, test volumes and calculate ratesDowntimeEnter start and stop date and time, assign reason code(s)Meter readingsEnter current reading and calculated volume using priorChemical inventories and injection ratesWell operating parametersCalculate and display produced oil, gas and water for the day
11 IntelaTrac in Upstream Routine Duties Some routine duties are less frequent or on-demandData collected once a rotation1 week, 2 weeks, 28 day rotationsDay of week can vary by hitchDuring the hitch, check if the “once a rotation” checks have been done, if not, ask if they want to collect now, if not, skip and ask next timeData collected once a week, month or quarterDuring the monthly routine duty, check if the quarterly checks have been done, if not, ask if they want to connect now, if not, skip and ask next timeStart up procedures with instructions and readingsE.g., re-light boiler pilotThe advanced calculation engine in IntelaTrac 4.0 and 4.1 along with Decisions and hidden Tasks and Task Groups make these possible
12 IntelaTrac in Upstream Routine Duties IntelaTrac version 4.x has proven to be good tool to enable upstream electronic operator routine dutiesEarlier versions did not have the flexibility to do soBut Invensys listened and did a great job delivering advanced capabilitiesWe are still waiting for a few more capabilities, but they are on the road map for future releasesSources: Invensys Corp.
13 IntelaTrac in Upstream Routine Duties Builder Features in 4.xTasks GroupsMulti-task viewOptional hidden TGTasks – optional hiddenDecisionsCalculation to hide or showContainer similar to TGConditionsSimple wizard or calculation expressionCan put multipleActionsExtensibleSources: Invensys Corp.
15 IntelaTrac in Upstream Routine Duties Lessons LearnedIn an IntelaTrac project, the technology is easy (and fun)The heavy lifting is in defining the “Information Architecture”Good Information Architecture is key to deriving maximum value from an IntelaTrac / ORD projectOperator Driven ReliabilityWhat to capture?What tolerances to configure for each reading and observation?What follow up actions to take or follow up questions to ask if tolerances are exceeded?SurveillanceWhich users need to see the metrics and exceptions?What will they do with it?How will the information be made available to the user?What is the correct system of record (SOR) for the information?
16 IntelaTrac in Upstream Routine Duties Lessons Learned (continued)The exception reporting capabilities of IntelaTrac are powerfulThere are different categories of IntelaTrac / ORD information stakeholders, for exampleOperational supervisorsMid-level managersExecutive and leadershipA good best practice is to meet with stake holders early in a projectExplain and demo Web Reports and Auditor PlusExplain the role and use of Data Filters and SeveritiesExplore what kind of exception conditions stake holders want to monitorThis will also help shape what is collected and tolerances.
17 IntelaTrac in Upstream Routine Duties DemonstrationIntelaTrac 4.1 SP1
18 IntelaTrac in Upstream Routine Duties Wrap upIntelaTrac is an enabling technologyThe key to these projects is to not just focus on the technologyExamine the work process and design changes to the to-be processStart change management efforts early in the projectDo a thorough Information ArchitectureDevelop skills with IntelaTrac so it can be configured and maintained once the project is completeInvensys has been a good vendor-partner to work withWe appreciate their support
19 IntelaTrac in Upstream Routine Duties Questions?Thank youPhillip F Miller