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foreign good morning everyone my name is Kyle escamilla and I am the training coordinator for Aviva select California thank you for attending our learn in 30 webinar today focused on process view for Aviva alarm management and data analytics after the webinar this morning we will be doing a short q a please type any questions or comments into the Q a box the chat box or you can email us at webinar california.evivacelect.com now I'd like to introduce your presenter for today's webinar James Fox James is a product manager for process view good morning James hi good morning Kyle and thank you um so I'd just like to say thank you to Aviva select California for hosting this webinar and I'd just like to thank all of the attendees that are joining us on this webinar we value your time so thank you very much for that um so without further Ado we'll begin the webinar so my name is James Fox I'm the product manager for the process view alarm management Suite of products from Mac Solutions I've been involved in the alarm management arena for well over 20 years and throughout that time I've held both Technical and Commercial roles which puts me in a good place for as the product manager for the process view alarm management software so I'd just like to quickly cover the agenda so the webinar is going to take around 30 minutes as Kyle said there'll be some time at the end for a short q a session and so join this webinar we're going to have a quick look at alarm Management in the digital age and how it's changing from the traditional view of alarm management we'll have a quick look at process view who we are we will cover um alarm management what's it all about I'll introduce you to the process view alarm management Suite of software and then shortly after that we'll have a quick video that demonstrates some of the features and functionality that you'll find across the process view Suite of products and then we'll have a quick look at a case study of process View and alarm management how it's been applied and we will then cover process view for Aviva and a quick look at some of the future developments that we've got on the roadmap for process view um so with the agenda covered I'll dive into the bulk of the webinar so the first thing we're going to cover is alarm Management in the digital age so here at process view we are reframing the way people think about alarm management now traditionally alarm management has been Associated as a cost center for compliancy and has mainly been used by the heavy Industries such as oil and gas and petrochemical refineries um but what we're seeing is a growing number of our Forward Thinking customers who are challenging the status quo of alarm management now as well as using the alarm data for compliance reasons because we have to acknowledge that alarm management is always going to have its roots in traditional health and safety and that's absolutely fine and necessary but we're seeing a growing number of our forward-thinking customers challenge the status quo of alarm management so as well as use it for compliance they're also leveraging it to help Drive productivity and efficiency as part of digitalization strategies so a little bit about us who are process View so process view is the culmination of over 30 years of experience and expertise in managing alarms process view is trusted by Leading industrial organizations the world over because of its Rich functionality it's ease of use and because of the knowledge support and passion of the process view team so here at process view we understand and acknowledge that alarm systems are not necessarily used every day they're there when you need them which means you can go for a period of time without using the alarm management system so the alarm management software has to be easy to use especially after periods of inactivity so that you're able to use it and leverage it for the benefits when you need it now every application and every installation and custom development of process view all adds to our story in all forms part of our experience that we've gathered over the years alarm management is what we do so we have to be we have to be good at it so moving on what is alarm management so I've taken an excerpt from Wikipedia which was probably written by a four-year-old somewhere on the internet um but I have to give credit to that four-year-old because if we were to write an article in Wikipedia about alarm management it would probably look pretty similar to what we've got in Wikipedia already so good job to the four-year-old um there's a wall of text here about alarm management so rather than read this wall of text I'm just going to pick out a few items of interest and summarize the article so um what is alarm management so alarm management is a series of policies and procedures and systems that are designed to improve the alarm systems for the operator they are the customer of alarm management um one of the biggest issues that alarm management has to tackle are alarm floods now when a piece of equipment fails it's generally not one piece of equipment or one item or one alarm that we receive in isolation because the process is made up of lots of complex pieces of Machinery that all interacts together when something goes wrong it tends to have a ripple effect on the rest of the process so an example of that would be a water pump so let's say we have a water pump that fails we might get an alarm to say the water pumps failed then if the water pump is feeding water to another part of the process we're perhaps going to detect some low flows as that water pump is tripped and is no longer feeding that water further up the process now if that piece of um if that water pump is providing cooling water to a piece of equipment a critical piece of equipment that has to be kept cool and maintained well it won't be long before that starts to overheat and we get other problems so typically when alarms occur we end up with what we would call it an alarm shower and an alarm flood and why is this a problem for operators well an alarm flood is a problem for operators because an operator's got a certain amount of cognitive capacity to handle alarms much the same way as a flood drain is designed to cope with a certain amount of water and if there's too much water for the drain to handle it starts to back up and it starts to collect to standing water compare that to alarm management if we get too many alarms for the operator well they start to miss the alarms there's too many alarms for them to take the appropriate actions and then we start entering um shall we call it Troubled Water um to give you an example it's estimated that poor alarm management costs industry around 20 billion dollars a year in Lost production and incidents that could have been avoided with good alarm management practices now the last point to mention on this article is that really alarm management is not just a single destination it's a journey if you perform a law management once and you stop you can guarantee that within a year two year you're going to be back in that same position that you started with with too many alarms or they don't Supply the correct information alarm management is a continuous improvement process that should be continuously performed and managed so human factors play a large part in alarm management the operator the alarms are designed to alert The Operators of the fact that there's been an abnormal situation is about to occur or an incident or a piece of equipment is operating outside of its normal uh operating envelope or window so an alarm should perform several actions it should alert the operator to the problem it should tell him what the problem is you should tell him where the problem is and then of course the operator has to take several steps to hopefully remedy that situation now that um a lot of management industry standards and guidelines they stipulate that you should have in a perfect world you'd have one alarm per 10 minutes now 10 minutes sounds like a long time um try watching 10 minutes on your watch or watching paint dry then it becomes a very long time but when you think about what that operator's got to do within that 10 minutes when that alarm comes in like I say he's got to see the alarm understand it know where it is navigate to it through the HMI he's got to take corrective action and then he's got to monitor the process to make sure that the action he's taken has had the desired effect and the abnormal situation has been averted then of course what happens if another alarm comes in is it of the same priority which alarm should he focus on should he focus on the new alarm and with all these activities going off that 10 minutes can soon disappear so when you start to get an alarm flood you end up with a lot of stressed operators um and a lot of anxiety so in today's marketplaces we often see our customers with a number of common alarm management challenges and issues and and they range from your typical high alarm loads where the operators will end up accepting alarms without proper review because there's too many they don't have the time to dedicate to each individual alarm because they're having to serve so many of them this can lead to poor decision making in response to those alarms again because of that time pressure there might be two or three alarms of a similar priority that come in and he's then got to try and decide which alarm he should be taking action against in worse cases you'll find that critical alarms can be missed altogether because the alarms are just coming through too quickly was it a customer's site only a few weeks ago um and they admitted to having that problem several times over the last six months so it's very much a real and live issue for a number of our customers alarm floods I've already spoken about the interconnectivity of the planet and the process and that when one alarm occurs it's never on its own there's normally a whole raft of alarms part of a shower or a flood that will come in and exacerbate the alarm situation then we've got alarm challenges that center around nuisance alarms and I think nuisance alarms are a particularly um dangerous for the operator we've got newsless alarms that can be regularly defeated or not acknowledged and I'm talking about your most frequent alarms you're chattering um your fleeting alarms Etc so for an analogy of that would be um if you live in a in an estate and you may have a very old and dear lady who lives in one of the neighboring houses and let's say that 11 o'clock in the morning her burglar alarm goes off now the first time you hear that alarm you're probably going to be a little bit concerned about your neighbor you may have a look out your window you may depending on um sort of person you are within the community you may even go around and see if they're okay and if they need help and so the alarm has effectively it's done its job it's made you aware there's a problem and that you need to take action against it now if that Burglar Alarm then continues to go off every hour for the next three to four weeks fast forward four weeks and that alarm goes off again suddenly your attitude towards that alarm has changed dramatically instantly you'll probably say ah it's that old lady's alarm again it's always going off and you may not even bother to have a look and check on that lady this time and of course it's those times where the operators LED it almost into a false sense of security that he stops checking the alarm system because these alarms are always going off that it masks an important alarm so if a critical alarm should occur at the same time as one of these nuisance alarms and The Operators got um a reduced sense of faith shall we say in the alarm system then there's a very real potential for that alarm to be missed which could lead to an incident loss of production loss of quality Etc so these alarm challenges often lead into several overall consequences you can think of the arm system as becoming ineffective it's no longer doing its job it's not really alerting the operators to the critical alarms and it becomes somewhat ignored because the alarm system is not doing its job and these alarms are Rife and we're responding to alarms we end up in a situation where we have increased downtime in reduced profitability because where the plant is down more often than it should be we've then got operators who are operating the plan and the process with a reduced situational awareness they can't see the wood for the trees there's too many alarms to be able to dedicate the time to take the correct response monitor that response to make sure that it's had the desired effect and also leading back to the human factors aspect is you end up with the operators who are getting increasingly stressed and fatigued it's no fun at all to be sat in a control room when you've got constant enunciation of alarms hour in hour out day in day out it's not a nice place to work so over the last 30 years we've seen numerous incidents where poor alarm management has been cited as a contributing factor to the incident and these incidents have had many impacts impacts on employees health and safety on reputation of the company themselves to damage to the environment Etc and because there were so many incidents the regulatory bodies started to develop um standards and guidelines that would help inform and educate industry as to what a good alarm management system should look like how do we purchase one how do we configure it how do we set it up how do we set the graphics up how do we configure the alarms so that we can correctly contain the relevant information and alert the operator's attention to them so we've got several alarm management standards and guidelines ranging from the Emir 191 guidelines they came first then we've got the ISA 18.2 standard and of course we've got the BS en or the IEC 6682 standard now the standards are all very complementary they don't oppose and present different ideas they give complementary information and from an alarm management point of view you when it comes to looking at the metrics to be used as a guideline they're very similar with only subtle changes for example the Emir 191 has the Emir API so that you can see the performance of your plant versus upset and steady state and Isa 18.2 focuses more on the alarm rates per hour so the standards are complementary but they there will be slight differences within the metrics themselves but the general idea is the same to help guide and inform industry about good alarm management and how to procure one the ISA 18.2 goes one step further and introduces the um the alarm life cycle into the document so alarm Management in the digital age so what we're talking about is a perception shift and we like to call it alarm management Without Limits um so if we look back in history we see traditional alarm management being associated with that cost center for compliance and it would be typically used by the heavy industry it's the oil and gas Industries the petrochemicals um and fast forward to today in the digital era and what we're seeing is we're seeing new Emerging Markets needing and requesting alarm management and with this they're bringing new use cases for alarm management they're helping generate this perception shift that alarm management doesn't have to just be for compliance we can leverage it to help identify productivity and efficiency opportunities particularly as part of digitalization strategies so for example um we're dealing with a pharmaceutical company and they are wanting to use alarms and alarm management to help them identify when back just go outside of the normal operating condition so what they want to do is they want to Benchmark the alarms against specific batches over a number of campaigns so that they can then create a standard alarm pattern for each batch and what this will do is it will allow them to have a standard and a way of identifying when a batch deviates from those normal operating conditions the minute those alarms change the frequency of the alarms change they want to be alerted to it so that they can take action within that batch so rather than losing the batch and having to scratch it or rather than letting the product quality suffer they want to be alerted sooner using alarm management so that they can correct any defects and deviations from that gold golden batch or the perfect recipe so that's one example of the perception shift another one would be within the heavy Industries so for example um an oil platform emergency shutdown valves they have to evidence and and and um demonstrate that ASD valves have strobed if they haven't stroked during a shutdown they have to go through and test all of these ESD files to make sure that they are fully operational now with alarm management because they're capturing all that information they can take credit when that ESD valve Strokes within normal operating conditions and so they can go back and evidence that that valve has traveled within the last year and what that means is that they can take credit for it which means ultimately they can have a reduced shutdown less services and so it saves them an incredible amount of money by being able to shorten that shutdown period another example of the perceptual shift would be to monitor particular alarms let's say we've got alarms that are associated with environmental breaches we may be flurring into the atmosphere and we've got an amount that we're able to flare to the atmosphere if we go beyond that limit then we're going to get fined due to a regulatory breach of consent so what companies want to do is monitor the alarms associated with the environmental breaches rather than wait for the environmental breach to happen they want to use alarm management to notify them when they get close to that environmental breach so that it can take action against it and prevent the monetary fines so rolling back alarm management Without Limits it's all about a perception shift yes alarm Management's used for health and safety compliance it will always be used for compliance but there is literally no limit to the amount of ways that we can leverage alarm and event data to help Drive productivity and efficiency within our processes so how can we evidence that so if we were to look back five years ago the typical companies that would be purchasing uh alarm management software would be your heavy Industries we're talking oil and gas petrochemical refineries Etc but today we have lots of conversations with pharmaceutical companies um with water and wastewater companies utilities so there's new emerging markets for alarm management so the game is definitely changing people who are buying a law management software again five or six years ago we would be talking to control and instrumentation engineers and they would be lucky to purchase alarm management for isolated areas to help with compliancy and reducing the number of alarms now we're having conversations with digital transformation offices maintenance managers as the demand for alarm management is being requested throughout the business no longer just at the control level it's wanted and requested all throughout the business alarm and event data is effectively an indicator to the health of the process for example being able to monitor the environmental breaches of consent there's so much information that we've got available to us in the alarm Management systems that we can get a really good understanding of the health of the process which will enable us to act faster when things do go wrong and help us reduce mean time to repair there's very many benefits and so on that note I'd like to introduce you to the process view alarm management Suite of software so process view is a suite of products built around the life cycle of alarm management and process view provides key personnel with clear relevant and prioritized alarm and event information for operations compliance and business optimization and it's product for Less philosophy is that it has to be easy to use it's vendor neutral so that we can collect alarms and events from multiple different systems to provide a unified and holistic view of our alarms and events and with a simple licensing model it allows you to start small and then scale up as your requirements grow over time our customers are across a range of industries from energy and utilities oil and gas chemicals and pharmaceuticals like I've already spoken about and we employ a partnership approach where we employ trusted resellers around the globe to help sell process View so process viewing it's a suite of products built around the alarm management life cycle there are three products in the suite the first product is what we call Process view sequence and it's an alarm historian it allows us to collect alarms and events from multiple disparate systems normalize that data into a standard format and write it into an industry standard SQL database from there we have a web browser that allows us to consume that alignment event information and assist operators with post-trip analysis due to that real-time View and filtering aspects of alarm and events it also allows us to extrapolate the alarm and event data from the DCS and the Scarlet systems so you can be performing alarm analysis and event monitoring from your office without having to go into the control room and disturb The Operators from doing their job the next product is the process view analyzer which encompasses the sequence of events the alarm historian and it builds on it by adding real-time dashboards for other glance information and a series of comprehensive reports that allow us to identify nuisance alarms such as chattering alarms fleeting alarms we can look at stale alarms we can look at time in alarm analysis um so time and alarm durations and we're also able to Benchmark alarm systems to the alarm management standards and guidelines such as the ISA 18.2 the API 1167 the IEC 62682 and of course the ml191 guidelines and then we've got the third product which is our Master alarm database so process view Guardian is a mass alarm database it provides a central repository for all of your authorized alarm settings it has a workflow built into it which ensures any alarm setting change has to be approved before it can be deployed so the idea is you reduce the number of unauthorized changes to the alarm settings that the operators are making there's also comparison capability within Guardian so that you can identify any alarm setting that has been changed without going through the proper management of change procedures there's also productivity tools built into Guardian for efficient alarm rationalization and documentation activities it includes things like copy one alarm to many and batch editing of your alarm settings so I've got a little video that demonstrates a little bit of the functionality from both the process view analyzer and the process view Guardian software so we're going to look at the process view analyzer first of all and it's a video that will demonstrate how easy it is to set up a customizable real-time dashboard so as I go into create a new dashboard I go into the designer mode and select new dashboard from the menu I give the dashboard a name select a data source for my dashboard and then I can start adding widgets and components to my dashboard I'm adding a picture so that I can see what area these alarms are relating to I'm going to drop on some gauges so I can look at the alarm count I'm going to be able to look at the acknowledge Camp within a time frame and I'm also going to look at the volume and the alarm rates and I might also drop on the priority alarm distribution and so once I've added the components it's then just a case of organizing them into a format that I'm happy with and once I'm happy with it I can then save the dashboard and implement it into runtime when you create a dashboard it gets created in a private space and that's then your own personal dashboard but you can then if you want to you can publish it to a public group that anyone can use and so as you can see as I use the date time filter I can slide my dashboard around and it will update ingly so it runs both in real time and it looks historic so in this next video we're going to look at the process view guardian and how we can perform a batch edit on multiple tags so this scenario will be used if you've got say 100 pumps that you need to document and rationalize you can either go through and document and rationalize 100 pumps one at a time or you could use Guardian to perform a batch edit we'd add the tags to a project select them all from the project and then go into the batch edit option from there we'll get a list of the tags that we've selected for batch edit and a list of all of the fields that are common across all of the selected tags we can then go in and change the value and as we change this value it's going to be applied to all of the tags within the project that I've selected for the batch edit and of course it's a full audit Trail so I can add comments and the reasons why I've changed what I've changed um and if we go back into the project once the batch edit has been performed and we look at the tag we can see on the right hand side we can see the deployed value which is the live settings and then on the left and the blue column we can see the review value and so we can see that under the deployed value the unit drop down was unit 1 and as part of the batch edit I've set it to unit three and so you could quite easily back edit 100 200 pumps pressure sensors in one go using Guardian so moving on from the real-time dashboards um I'd like to talk a little bit about a case study um so the company um is parenko they are a UK based company and they have one of the largest infrastructures of pipeline around the UK on the East Coast now they had several alarm management challenges one of which was the volume of alarms being enunciated to The Operators so they chose to acquire processed view analyzer to help them identify and understand the size and scale of their alarm management issues then once they had an understanding of the problem they then set about on a rectification plan so they start an alarm management project to improve the situation so they first tackled the nuisance alarms thanks to process you identify news is alarms chattering alarms fleeting alarms Etc they were able to deal with them on a weekly monthly basis to reduce the overall number of alarms that the old alarm management perrito that says 80 of your alarms are caused by 20 of your misconfigured alarms so there's always quick wins that can be had and so that's what they tackled first with the quick wins once they tackled the quick wins and reduced the alarm rates to a certain level they then acquired the process view Guardian so that they could then perform a deeper rationalization so they were able to re-prioritize thousands of their alarms in a third of the time that it would have taken with traditional measures and not only that they were also able to create an alarm response manual because as you go through and rationalize and document the alarms you would add the supporting information as per the ice 18 point to standards where you're adding things like the course of the alarm the consequence of missing and importantly the the operator actions that they should take in response to the alarms as we know the common alarms can be easily dealt with because the operators see them on a regular basis it tends to be the infrequent alarms that you'll get one every six months or once a year that will really trip up The Operators so providing them with an alarm response manual enable them to operate the plant and process in a more confident manner so they reduce their alarm loads reduce the amount of unplanned downtime they're experiencing and we're also able to benefit their operators with confidence to get them having a reference to the alarm and the operator actions that should be taken in response to them so now on that note I'd like to introduce you to our latest version of process view which we call Process view for Aviva so we've taken all of the experience and expertise that we've learned with alarms and alarm management over the last 10 years and we've poured it into process view for Aviva we've taken out all of the complex configuration aspects we've introduced a series of wizards that literally allow you to get up and running and installed within a matter of minutes and installing the software with very little configuration and Engineering so you can be up and running in no time and so now with processing for Aviva we can collect all of the alarms and events from the different um areas and applications within the Aviva ecosystem we have a series of collectors that allow us to communicate with Aviva system platform Aviva's InTouch HMI avivous Plants garden and we also have a suite of connectivity drivers for third parties so that we can collect alarms and events from multiple disparate systems using the collectors we then use the archiver to normalize and standardize that alarm and event Data before writing it into the database from there we have the process view analyzer acting as a data warehouse which is counting and monitoring the alarms things like counting up the most frequent alarms identifying the chattering identifying the fleeting and providing an alarm analysis it's looking at the stale arms the durations the floods Etc and then we expose all of that information through the web clients through the front end so going forward what we're hoping to do is we're hoping to connect and bring into process view Aviva's Pi historian so not only will you have Rich alarm and event history but the idea is you'll also be able to correlate that alignment event history with your process data the more insight you have into what's happening on the process the more informed and the more accurately you'll be able to act in response to the alarms and indeed take preventive actions against them so it's all about providing more insight and usability for the operators to help them manage the process um alarm advisor was an alarm an interactive alarm management application that was sold by wonderwear and there's plenty of um clients out there with with aging alarm advisor systems which is in fact now end of life and so process view is able to help protect those customers with investments in alarm advisor process view is an excellent replacement tool for alarm and advice alarm advisor it replaces alarm advisors old functionality but also Builds on it and introduces new features and functionality that you can make use of we have things like stale alarm analysis flood alarm analysis operator response time we have dedicated kpi summary reports we provide holistic real-time views to alignment events and help with post-trip incident investigations Etc and that brings us to a close um so thank you very much for your time and I'll hand us back to Kyle thank you fantastic thank you James uh we will now we are now opening the floor to any questions you guys may have and we actually have a couple that have come in already so I suppose we can Jump Right In um all right so James someone asked are there more recent books or recommended websites to give more information and references on alarm management they mentioned that they've uh read bill Holyfield's alarm management handbook already yeah okay so there's a number of um sources that you can um visit and it's probably a conversation for offline and afterwards I'm sure we'll be able to provide them with more references that they can look towards to get more information about our management a good question thank you awesome uh we've got another question asking are there any standards for alarm management but for Life Sciences foreign that's a good question I think generally speaking most people adopt the standards and then we'll tweet them slightly and make them their own we see a number of pharmaceutical companies that use the uh Isa 18.2 standards and adopt them within their own companies but of course add their own um takes to that with some slight modifications so that it's suited um to their industry um so that's a a good question again something else that we can follow upon after the after the webinar I think okay um and then we got another question that asks uh how can we get access to the software to demo it um that's a very good question we've got a number of resellers so again it's a good question we'll we can take this offline after us but we have a a number of resellers around the globe and so it would be dependent upon your area all right and then uh got another question here will it only connect to other applications within the Aviva system or can it connect to other systems uh now it can connect to many disparate systems we've aligned ourselves with Aviva so we've got connectivity drivers that will allow us to connect to the historian to the uh wonderwear HMI the WWE almdb but there's also a suite of connectivity drivers such as OPC alarms and events ethernet listen servers SQL database connectivity uh good old-fashioned serial connectivity so we have a suite of drivers that let us connect to many many different systems thank you um and then we got another question here does it have an API we do not have an API at the moment but we do have plans and API interface is on the roadmap for both process view analyzer and process view Guardian so the idea is is that we'll make the alarm response information available through API calls we're already able to export the alarm response manual to a SQL table so that with a bit of engineering it can be presented within the hmis but we want to expand on that further through full API support so we we will allow API communication between guardian and analyzer and third-party systems in the near future awesome um all right we got another one here is there a list of third-party connection or connectors we do have a list of systems that we've connected to and how we connect to them so again after the webinar I can arrange for that information to be sent out to you perfect thank you um all right then we have one last one here uh is there a specific kpi report or alarm that allows you to Benchmark to the ISA 2.2 alarm standard yeah absolutely absolutely we can um report to the ISA 18.2 standard we have a summary kpi report that contains 99 of the metrics that you'll find in the standard and that can all be produced from a single report which of course can be automated and then it can be sent via email on a schedule which can be sent out on a daily weekly or monthly basis awesome well one more here that that just came in um um says recommend this would run on a separate dedicated server separate from scada systems yes um I would I would yeah I would recommend that it's installed on a on a on a separate server it can be uh installed in a distributed architecture we do have um multiple components can be installed at different levels within the uh within the business down at the control level um so it's a yeah you could you can make use of a distributed architecture or you can it all on a single machine but we would recommend that you you it on a dedicated system perfect I think that is all of our questions thank you James and thank you everyone who attended if anyone would like to review any portion of this webinar a recording will be available on YouTube and our website uh california.viva select.com uh once available you will receive a copy of it via email thank you again for everyone for attending and have a great day thanks a lot bye