likelihood or the impact severity of an identified emergency
        
        
          event. In a modern pipeline, the SIS is designed to prevent or
        
        
          reduce hazardous events by initiating a process to ensure a safe
        
        
          state when predetermined conditions are violated. It is commonly
        
        
          known as an emergency shutdown (ESD) system and in a pipeline,
        
        
          it can include a variety of shutdown valves.
        
        
          ESD valves play a key role in various safety instrumented
        
        
          functions (SIF). For example, they may be installed to protect
        
        
          upstream pipelines from over-pressure, oil leaks and other
        
        
          emergency conditions. As final control elements, ESD valves do
        
        
          not continually move like typical control valves, but are normally
        
        
          expected to remain static in one position and then operate
        
        
          only when an emergency situation arises. However, it is widely
        
        
          recognised that final control elements contribute 50% to SIS
        
        
          failure.
        
        
          Innovations in testing techniques
        
        
          There are four safety integrity levels (SIL), with SIL4 having the
        
        
          highest availability for a given safety function and SIL1 having the
        
        
          lowest level. The risk reduction factor (RRF) is determined by a
        
        
          hazard and operability analysis in which dangerous events are
        
        
          identified and quantified, factoring the potential for serious injury,
        
        
          equipment damage, lost production and environmental threat. If
        
        
          the probability of these events is high, or the ramifications of such
        
        
          incidents would be intolerable, an RRF is calculated to bring the
        
        
          risk to an acceptable level. Operating companies can substantially
        
        
          increase their SIL loop rating if they adopt a rigorous maintenance
        
        
          and testing programme on their safety valves. By combining partial
        
        
          stroke testing (PST) of valves with more frequent inspection,
        
        
          companies can achieve a higher SIL rating without spending
        
        
          increasing costs on additional hardware.
        
        
          Pipeline operation tests to ensure valves meet safety
        
        
          requirements can become burdensome and expensive as well as
        
        
          pose concerns when ESD valves are rendered non-operational.
        
        
          In addition, traditional methods of testing safety valves do not
        
        
          provide any internal component diagnostics, which can include
        
        
          hidden damage to the equipment.
        
        
          In recent years, online PST techniques have been developed
        
        
          to test a percentage of the possible valve failure modes without
        
        
          the need to physically close the valve, otherwise known as full
        
        
          stroke testing (FST). A programme of periodic PSTs can help ensure
        
        
          that a SIS functions as designed in an emergency by addressing
        
        
          the single biggest cause of SIF faults – the final control element
        
        
          – while reducing the frequency of full stroke tests. The PST can
        
        
          be started both locally on the device in a time-controlled manner
        
        
          or from a control room. The position control device evacuates
        
        
          the energising port until the predefined position change occurs
        
        
          (typically 15 - 20˚). If this happens within the set torque/thrust
        
        
          vs time limit, an alarm can be output. Additionally, monitoring is
        
        
          performed to determine whether the valve has moved out of its
        
        
          end position within a defined break torque/thrust period. If it
        
        
          does not, the test is classed as ‘failed’ and an alarm is displayed.
        
        
          This behaviour prevents a blocked valve from suddenly freeing
        
        
          itself from the end position and thereby disrupting the process. At
        
        
          the end of the PST, the position control device moves the valve
        
        
          to the last valid position and reverts to the most recently active
        
        
          control mode.
        
        
          The typical advantages of PST include:
        
        
          )
        
        
          Improvement to the SIL rating.
        
        
          )
        
        
          Access to predictive maintenance data.
        
        
          )
        
        
          Extension of FST intervals.
        
        
          )
        
        
          Reduced need for valve bypasses.
        
        
          )
        
        
          Availability of valves to respond to process demands during
        
        
          test periods.
        
        
          The main benefit of PST is providing a measure of confidence
        
        
          that a valve can move freely, and it does so at short intervals. This
        
        
          has both a preventive and corrective aspect. The valve movement
        
        
          can dislodge any dirt build-up to help prevent sticking. If it is
        
        
          stuck, the test will detect that and corrective measures can be
        
        
          applied. The system can either be brought to an orderly shutdown
        
        
          to perform repairs, or, if it can be completed quicker, the valve
        
        
          may be temporarily bypassed. By conducting a PST, pipeline
        
        
          operators can significantly reduce maintenance costs associated
        
        
          with complex and disruptive full stroke testing. Additionally, by
        
        
          checking the valves more frequently, they can achieve increased
        
        
          reliability and reduce service interruptions.
        
        
          Latest technology advances
        
        
          Partial stroke testing has been performed in different applications
        
        
          for many years. The latest developments enable PST to be carried
        
        
          out with limited human intervention in a semi-automatic way.
        
        
          Figure 2.
        
        
          Typical automated ball valve with stainless steel
        
        
          controls.
        
        
          102
        
        
          
            World Pipelines
          
        
        
          /
        
        
          JUNE 2015