exida Academy Training

Applying ISA-18.2 Alarm Management Best Practices to Your DeltaV System

Course Code: ALM 111-E

Course Description:

Operator response to alarms is a critical layer of protection to prevent a plant upset from escalating to an incident. Poor alarm management has been cited as a contributor to numerous industry incidents and has gained attention from regulators (OSHA, FDA) and insurance companies. In addition to improving process safety, application of alarm management best practices can also improve operator performance. By ensuring that every alarm is meaningful to the operator and understood by them, the potential to ignore or miss critical alarms is reduced. This change leads to less unplanned downtime and improved operations.

This course will show how to implement alarm management best practices in your DeltaV system through the use of tools such as Alarm Help, DeltaV Analyze, DeltaV Mosaic, Alarm Shelving, Conditional alarming, System Alarm Management, XL Reporter, and SILAlarm. It will also discuss how to make your DeltaV system comply with the ISA-18.2-2016 standard “Management of Alarm Systems for the Process Industries” by following the alarm management lifecycle. Attendees will gain an appreciation for the alarm management capabilities available in DeltaV so that they can determine how to best apply them to their operations.

The course prepares participants to support an alarm management program for a DeltaV system including tasks such as creating an alarm philosophy document, performing alarm rationalization, analyzing alarm system performance, alarm system maintenance, and resolution of alarm management issues.

What Attendees Will Learn

  • How to create an effective alarm philosophy document
  • Establishing objective criteria for determining what should be an alarm
  • How to rationalize alarms to ensure every alarm is meaningful to the operator, prioritized consistently, and documented thoroughly 
  • Prioritization of alarms to ensure that operators can distinguish which alarms are most important
  • Establish alarm setpoints based on design constraints, operating boundaries, and safe operating limits
  • Similarities and differences between alarm rationalization and process hazard analysis (PHA)
  • Effective design and implementation of safety alarms
  • Techniques for improving the operator’s response through improved HMI design, the use of alarm shelving (manual suppression), and alarm response procedures
  • How to suppress alarms from the operator when they are not relevant
  • Considerations for creating effective alarm system testing and operator training programs 
  • Implementing an effective and useful management of change process 
  • How to measure alarm system performance to create a continuous improvement program
  • How to identify and resolve common alarm management issues (e.g., nuisance alarms, and alarm floods)

Key Topics for DeltaV Users

  • How to tailor your alarm philosophy to the capabilities of your DeltaV system.
  • Separation of non-alarm notifications (alerts, prompts, and messages) from alarms in their annunciation and display to the operator
  • Definition of functional classifications to support advanced reporting, filtering, and auditing requirements
  • Nuisance alarm prevention via application of conditional alarming
  • When to use conditional alarming vs. designed suppression
  • How / when to use the different forms of suppression: shelving, designed suppression, out-of-service 
  • Implementation of designed suppression to prevent alarm floods 
  • Prioritization and treatment of PV Bad alarms
  • Populating DeltaV Alarm Help directly based on the results of alarm rationalization
  • Auditing to Identify changes in the DeltaV alarm configuration
  • DeltaV SIS Alarming
Who Should Attend (Roles) Who Should Attend (Responsibilities)
  • Process engineers
  • Operators and their supervisors
  • Control system engineers
  • Safety, risk management, and environmental personnel
  • Maintenance technicians & engineers
  • Tasked to create an alarm philosophy or update an existing one
  • Responsible for creating and executing an alarm management program
  • Charged with “cleaning up” the alarm system
  • Responsible for leading alarm rationalization

Duration: 1 ½ days

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