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PETE 1014 · Process Plant Troubleshooting

Led by Senior Process Troubleshooter Simulacrum

5 modules 5 modules · ~30 hours Engineering Updated 6 days ago

Process plant troubleshooting from diagnosis fundamentals and root cause analysis through rotating equipment, heat exchanger, distillation, reactor, instrumentation, and control system diagnostics, with human factors and proactive strategies.

Troubleshooting Fund…1Rotating Equipment a…2Process Unit Trouble…3Instrumentation, Con…4Utility Systems, Hum…5
  1. Module 1

    Troubleshooting Fundamentals: Diagnosis, RCA, and Data Interpretation

    Led by Senior Process Troubleshooter Simulacrum

    The question

    The first principle: define the problem before you try to solve it. This module develops the seven-step troubleshooting methodology (define, gather, hypothesise, test, identify, fix, document), the PFD and P&ID as the troubleshooter's primary reference — the map from symptom to physical equipment, three root cause analysis methods (5-Whys for linear causation, fishbone for brainstorming, fault tree for combinatorial logic), the three data sources (DCS historian for trends, laboratory for composition, field observation for the things instruments cannot detect), and the troubleshooting log as institutional knowledge.

    Outcome

    The student can apply the seven-step methodology, read a P&ID to trace a problem to its equipment, apply three RCA methods, and describe the three data sources and their roles. (Troubleshooting fundamentals)

    Sub-units

    1. 1.1 The Troubleshooting Methodology: Define, Gather, Hypothesise, Test, Fix
    2. 1.2 Reading the PFD and P&ID for Troubleshooting
    3. 1.3 Root Cause Analysis: 5-Whys, Fishbone, and Fault Tree
    4. 1.4 Data Sources: DCS Historian, Laboratory, and Field Observation
    5. 1.5 The Troubleshooting Log and Knowledge Management
  2. Module 2

    Rotating Equipment and Heat Exchanger Troubleshooting

    Led by Senior Rotating Equipment Engineer Simulacrum

    The question

    Pumps, compressors, and heat exchangers account for the majority of process plant downtime. This module develops pump troubleshooting (flow deficit diagnosed from pump curve vs. system curve, cavitation from NPSH analysis, vibration spectrum for unbalance vs. misalignment vs. bearing wear), compressor troubleshooting (surge mechanism and anti-surge response, discharge pressure diagnosis, vibration diagnostics), heat exchanger troubleshooting (fouling diagnosed from U-value decline, tube leak detection, fouling types), seal and bearing failure progression, and performance testing for degradation tracking.

    Outcome

    The student can diagnose pump, compressor, and heat exchanger problems from their symptoms, interpret a vibration spectrum to distinguish failure modes, and track equipment degradation through performance testing. (Rotating equipment and heat exchanger troubleshooting)

    Sub-units

    1. 2.1 Pump Troubleshooting: Flow, Cavitation, and Vibration
    2. 2.2 Compressor Troubleshooting: Surge, Head Loss, and Vibration
    3. 2.3 Heat Exchanger Troubleshooting: Fouling, Tube Leak, and Vibration
    4. 2.4 Troubleshooting the Pump Seal and Bearing System
    5. 2.5 Performance Testing and Degradation Tracking
  3. Module 3

    Process Unit Troubleshooting: Distillation, Reactors, and Upsets

    Led by Senior Process Troubleshooter Simulacrum

    The question

    When a distillation column is off-spec or a reactor's conversion is declining, the troubleshooter must understand both the process fundamentals and the equipment internals to diagnose the cause. This module develops column temperature profile interpretation (what a flattened gradient above the feed means vs. an inverted gradient below), hydraulic diagnostics for flooding and weeping, reactor temperature profile analysis for catalyst deactivation and channelling, cascading upset tracing (using DCS historian replay to find the initiating event), and packed column diagnostics including gamma-ray scanning.

    Outcome

    The student can interpret column and reactor temperature profiles to diagnose specific problems, diagnose flooding and weeping from pressure drop and product quality, and trace a cascading upset back to the initiating event. (Process unit troubleshooting)

    Sub-units

    1. 3.1 Distillation Column Temperature Profile Diagnosis
    2. 3.2 Column Flooding and Weeping: Hydraulic Diagnostics
    3. 3.3 Reactor Troubleshooting: Temperature Profile and Catalyst Health
    4. 3.4 Process Upsets: Detection, Cascade Tracing, and Recovery
    5. 3.5 Packed Column and Absorber Troubleshooting
  4. Module 4

    Instrumentation, Control, and Safety System Troubleshooting

    Led by Senior Instrumentation & Control Engineer Simulacrum

    The question

    If the instruments lie, the control system makes the wrong decision. This module traces the instrument signal path from process variable through sensor, transmitter, and wiring to the DCS, diagnoses five common instrument failures (drift, step change, zero, full-scale, frozen), develops control loop troubleshooting (oscillation, slow response, overshoot diagnosed from PID tuning), the step test for loop characterisation, control valve diagnostics (stiction dead-band test, cavitation, oversizing), safety system troubleshooting through the cause-and-effect diagram, proof testing, and alarm management including nuisance alarm diagnosis and rationalisation.

    Outcome

    The student can trace the signal path, diagnose five instrument failures, diagnose three control loop problems from PID tuning, describe the stiction dead-band test, and explain alarm rationalisation criteria. (Instrumentation and control troubleshooting)

    Sub-units

    1. 4.1 Instrument Signal Path and Common Failures
    2. 4.2 Control Loop Troubleshooting and PID Tuning
    3. 4.3 Control Valve Troubleshooting: Stiction, Cavitation, and Sizing
    4. 4.4 Safety System Troubleshooting: Alarms, Interlocks, and ESD
    5. 4.5 Alarm Management and Nuisance Alarm Diagnosis
  5. Module 5

    Utility Systems, Human Factors, and Proactive Strategies

    Led by Senior HSE Engineer Simulacrum

    The question

    The utility systems — steam, cooling water, instrument air, electrical power — are the most often taken for granted and the most often overlooked in troubleshooting. This module covers utility troubleshooting (steam header pressure, cooling water temperature, instrument air supply, electrical power quality), then the human factors that cause troubleshooting failures (confirmation bias, anchoring, time pressure, authority gradient — each with its counter-measure), and proactive strategies that prevent problems from reaching the troubleshooting stage: condition monitoring, process KPIs, statistical process control, and root cause elimination for recurring problems.

    Outcome

    The student can troubleshoot four utility systems, identify four human factors that degrade troubleshooting and describe the counter-measure for each, and describe four proactive strategies that reduce reactive troubleshooting. (Utilities, human factors, and proactive strategies)

    Sub-units

    1. 5.1 Steam and Cooling Water System Troubleshooting
    2. 5.2 Instrument Air and Electrical System Troubleshooting
    3. 5.3 Human Factors in Troubleshooting
    4. 5.4 Proactive Troubleshooting: Monitoring, SPC, and Root Cause Elimination
    5. 5.5 Case Studies and the Troubleshooting Mindset