API U Brochure

7/30/2019 API U Brochure

1/92


2/92

2

The American Petroleum Institute (API) is acknowledgedworldwide as the primary source of information and

technical standards for the oil and gas industry. Companieslook to API to provide the critical information that personnelneed to operate and maintain a variety of industrialoperations safely and efficiently.

API-U was created to meet the trainingchallenges of the industrial workforce.

Our growing portfolio of eLearning programs and courses isavailable 24/7 to give personnel the fundamentalknowledge they need, to fill knowledge gaps, and toimprove efficiencies by cross-training.

Sixty-six technical courses cover critical topics in the areasof:

Mechanical Maintenance

Electrical Maintenance

Instrumentation and Control

Industrial Math and science

Seventy-six courses, available in three packages, helporganizations maximize and sustain the effectiveness of aLean transformation. These courses address lean learningfor oil and gas operations and cover topics in five areas:

Lean Overview

Lean Core Skills

Lean Leadership Skills

Lean Application Systemic Change

Seventy-two safety courses cover critical topics in the areasof:

US General Industry Safety US Onshore Oil and Gas Safety

API-U eLearning courses provide a level of detail thatsoften lacking in other online offerings that focus on basicknowledge.

Upon successful completion of a course, the user isprovided with a personalized certificate from API-U that canbe printed directly from your computer.

As an API-U client, your company can take advantage ofthis current offering and be assured of our commitment tocontinually add new courses to meet additional challengesin the future.

API-Us training administration and reporting is handled byGP Strategies Learning Management System (LMS). GPStrategies is a world leader in training and consulting and isthe licensed provider of the API-U content. Arrangementscan also be made to provide and administer the trainingthrough your companys own LMS.

API-U Benefits

Advance with the only online training authorized bythe American Petroleum Institute.

Reduce training costs per employee.

Build a consistent level of technical knowledge for aglobal workforce.

Easily track individual workers training on a global

or plant-specific level. Allow workers to access technical training anytime

and anywhere they have access to the Internet or acompanys intranet.

Complement classroom training and otherqualification programs.


3/92

3

ContentsContents .................................................................................................................................................................................. 3

API-U Courses .......................................................................................................................................................................... 4

Mechanical Maintenance .................................................................................................................................................... 4

Electrical Maintenance ..................................................................................................................................................... 19

Instrumentation and Control ............................................................................................................................................ 26

Industrial Math and Science ............................................................................................................................................. 32

Lean Learning for the Oil and Gas Industry....................................................................................................................... 34

US General Industry Safety ............................................................................................................................................... 55

US Onshore Oil and Gas Safety ......................................................................................................................................... 78

Seguridad - Version en Espaol ........................................................................................................................................ 85

API-U Programs ..................................................................................................................................................................... 88

All Courses ......................................................................................................................................................................... 88

All Technical Courses......................................................................................................................................................... 88

All Safety Courses .............................................................................................................................................................. 88

Certificates of Training in Oilfield Operations ................................................................................................................... 88

Basic Certificate of Training in Oilfield Operations ....................................................................................................... 88

Intermediate Certificate of Training in Oilfield Operations .......................................................................................... 88

Advanced Certificate of Training in Oilfield Operations ............................................................................................... 88

Mechanical Certificate of Training in Oilfield Operations ............................................................................................. 89

Electrical Certificate of Training in Oilfield Operations ................................................................................................. 89

Instrumentation and Control Certificate of Training in Oilfield Operations ................................................................. 89

Lean Learning for Oil and Gas Operations ........................................................................................................................ 89

Executive Package ......................................................................................................................................................... 89

Manager Package .......................................................................................................................................................... 90

Practitioner Package ..................................................................................................................................................... 90

Program and Courseware Pricing ......................................................................................................................................... 92


4/92

4

API-U Courses

Mechanical Maintenance

Title Air Compressor - Fundamentals

Estimated Duration (hours) 2.25

Objective(s) At the completion of this course, the student will be able to describe the basic componentsand operation of common types of air compressors.

Course Modules Include Compressor Theory and Classifications

Operating Characteristics of Selected Compressors

Matching of Characteristics of Compressors to Applications

Positive Displacement Compressor Components

Air Compressor Intercoolers Air Compressor Aftercoolers

Compressors With Dryers

Air Compressor Sealing Mediums

Positive Displacement Reciprocating Compressor Components

Title Air Compressor - Maintenance


Objective(s) At the completion of this course, the student will be able to identify fluid power system

problems and remedies; locate various components of a fluid power system; explain the

types of repairs made to selected fluid power system components; describe the majorsteps required in the replacement of parts and components in fluid power systems; and

explain basic fluid power system routine maintenance activities.

Course Modules Include Air Compressor Disassembly

Air Compressor Inspections

Replacement of Defective Parts on Air Compressors

Air Compressor Reassembly


5/92

5

Title Air Compressors - Positive Displacement - Overhauls


Objective(s) At the completion of this course, the student will be able to describe the major steps

involved in overhauling multi-stage piston air compressors; describe the basic

construction and operation of wet and dry screw compressors; and describe the major

steps involved in overhauling screw type air compressors.

Course Modules Include Multi-Stage Piston Air Compressor Overhaul

Positive Displacement Screw Compressors - Wet or Dry Type

Screw-Type Air Compressor Overhaul

Title Bearing Fundamentals


Objective(s) At the completion of this course, the student will be able to describe bearing types,

components, and operating characteristics.

Course Modules Include Loading and Bearing Types

Bearing by Type

Bearing Operating Characteristics

Sliding Surface Bearings Principles of Rolling Contact Bearings

Bearing Component Matching Type

Identification of Seals Used With Bearings

Use of Seals

Bearing Selections

Title Bearing Lubrication


Objective(s) At the completion of this course, the student will be able to explain types and uses of

lubricants, and describe proper lubrication techniques for various bearings.Course Modules Include Types and Uses of Lubricants

Lubrication for Sliding and Rolling Surfaces

Identification of Lubrication Characteristics by Bearing Types

Proper Lubrication Techniques

Title Bearing Maintenance


Objective(s) At the completion of this course, the student will be able to describe the major steps in

the removal, inspection, repair, replacement, and installation of sliding surface and rolling

contact bearings.

Course Modules Include Bearing Disassembly

Removal of Sliding Surface Bearings

Removal of Rolling Contact Bearings

Sliding Surface/Rolling Contact Bearings Inspection

Bearing Inspections

Sliding Surface/Rolling Contact Bearing Repair Procedures

Replacement of Defective Parts

Installation of Siding Surface Bearings

Installation of Rolling Contact Bearings


6/92

6

Title Drive Belts


Objective(s) At the completion of this course, the student will be able to identify drive belts used in the

plant; describe the use of drive belts; identify sheaves used in the plant; describe the

major steps required to perform drive belt adjustments; and describe the major steps

required to replace drive belts.

Course Modules Include Drive Belts Used in the Plant

Use of Drive Belts (V-Belts, Gear Belts, Flat Belts)

Sheaves Used in the Plant

Use of Sheaves in the Plant

Drive Belt Adjustments

Drive Belt Replacement

Title Gaskets and O-Rings


Objective(s) At the completion of this course, the student will be able to describe how to make gaskets

and O-rings. In addition, the student will be able to explain how to remove, select, and

install O-rings, gaskets, and packing.

Course Modules Include Gasket Creation

O-Ring Creation

O-Ring Selection

Removal of Sealing Mediums

Installation of Sealing Mediums

Title Heat Exchanger Fundamentals


Objective(s) At the completion of this course, the student will be able to explain the theory of how

heat exchangers transfer heat, list common types of heat exchangers, and describe heatexchanger design characteristics.

Course Modules Include Heat Exchanger Theories

Heat Exchanger Types and Characteristics

Title Heat Exchanger Maintenance


Objective(s) At the completion of this course, the student will be able to describe the following;

effects of fouling, corrosion, and erosion commonly found in heat exchangers; common

techniques used to clean heat exchangers; basic steps used to inspect heat exchangers;

steps used in performing common leak tests; and basic steps used to perform repairs.Course Modules Include Heat Exchanger Fouling, Corrosion, and Erosion

Heat Exchanger Tube Cleaning

Heat Exchanger Inspections

Heat Exchanger Testing

Heat Exchanger Repairs

Removal and Replacement of Heat Exchangers

Gauge Glass Repair


7/92

7

Title Hydraulics - Fundamentals


Objective(s) At the completion of this course, the student will be able to explain the basic principles of

hydraulics; describe the major components common to most fluid power systems; and

identify common hydraulic component symbols found on a hydraulic fluid flow diagram.

In addition, the student will be able to identify fluids and additives used in hydraulic

systems and describe their characteristics.

Course Modules Include Incompressibility of Fluids

Basic Components Common to Fluid Power Systems

Fluid Power System Diagramming

Purpose of Actuators

Basic Operations of an Actuator

Fluid Power System Control Valves

Valve Operation in Fluid Power Systems

Purpose of Accumulators

Types of Accumulators

Identification of Fluid Power Pumps

Operating Principles of Fluid Power Pumps

Fluid Power Pump Applications

Identification of Fluid Power Motors

Operating Principles of Fluid Power Motors

Fluid Power Motor Applications

Identification of Fluids and Additives Used in Hydraulic

Systems

Fluid Characteristics

Fluid Applications

Fluid Power System Reservoirs

Purpose of Filters

Hydraulic System Heat Exchangers

Title Hydraulics - Maintenance


Objective(s) At the completion of this course, the student will be able to identify fluid power system

problems and remedies; locate various components of a fluid power system; explain the

types of repairs made to selected fluid power system components; describe the major

steps required in the replacement of parts and components in fluid power systems; and

explain basic fluid power system routine maintenance activities.

Course Modules Include Fluid Power System Vendor Manuals

Identification of Fluid Power Component Malfunctions

Fluid Power System Problems and Possible Remedies Location of Various Components of a Fluid Power System

Types of Repairs Made to Selected Fluid Power

Components

Replacement of Parts and Fluid Power Components

Fluid Power Component Replacement

Fluid Power System Routine Maintenance Activities

Fluid Power Pump System Routine Maintenance

Fluid Power Motor Routine Maintenance


8/92

8

Title Machine Shop - Grinders, Saws, and Drills


Objective(s) At the completion of this course, the student will be able to describe the procedure for

dressing and truing a grinding wheel on a pedestal grinder and explain the proper use of a

surface grinder. The student will also be able to describe the proper procedure to saw to

layout lines using a band saw. In addition, the student will be able to describe the major

steps required to drill, countersink, counterbore, spotface, ream, and tap holes on a drill

press; and identify tap types and the different classifications of threads used for fasteners

Course Modules Include Grinding Wheel Dressing and Truing

Grinding of Parts Parallel and to Size

Procedure to Saw to Layout Lines on Band Saw

Procedure to Drill Holes to Layout Lines

Selection of Correct Speed to Drill Size and Material

Procedure to Drill Holes Through the Center of Round Stock

Procedure to Countersink, Counterbore, and Spotface on a Drill Press

Procedure to Ream Holes to Size on a Drill Press

Tap Types and Thread Classifications

Procedure to Tap Holes Using a Drill Press


9/92

9

Title Machine Shop - Lathes


Objective(s) At the completion of this course, the student will be able to explain the function and

proper use of the basic components of an engine lathe and its controls. The student will

also be able to describe the steps required to perform precision centering work; face the

end surfaces and shoulders of a work specimen; perform drilling in a lathe; carry out

straight and taper turning; cut steep tapers and chamfers; perform radius and fillet

turning; mount, face, and turn work on a mandrel; execute machine reaming; do parting

and grooving; perform boring operations; knurl a work piece; cut internal and externalunified standard screw threads; straighten a shaft; and grind radius, turning, facing, form,

and threading tools.

Course Modules Include Operator Control of Engine Lathe

Use of a Steady Rest

Remove and Install Chucks and Face Plates With Cam Locks

Precision Centering Work in a 4-Jaw Chuck

Facing in a Chuck

Drilling on a Lathe

Alignment of Lathe Centers

Mount Workpieces Between Centers

Center Drill Work Between Centers

Straight Turning Between Centers

Straight Turning Work Held in a Chuck on an Engine Lathe

Taper Turning With the Tailstock Off-Set Method

Cutting Steep Tapers and Chamfers

Taper Turning on a Lathe With a Taper Attachment

Radius and Fillet Turning

Mount, Face, and Turn Work on a Mandrel

Machine Reaming on a Lathe

Parting and Grooving on a Lathe

Boring on a Lathe

Knurling of a Workpiece

Cutt External Unified Standard Screw Threads

Cut Internal Unified Standard Screw Threads

Straighten a Shaft

Grind a Right-Hand Turning Tool

Grind a Right-Hand Facing Tool

Grind a Radius Tool

Grind a Round Nose Form Tool

Grind a 60-Degree Threading Tool

Reverse the Jaws in a 4-Jaw Independent Chuck

Change the Jaws in a 3-Jaw Universal Chuck

Reverse the Jaws in a 3-Jaw Universal Chuck With Cap

Screw-Mounted Jaws


10/92

10

Title Machine Shop - Layout/Bench Work


Objective(s) At the completion of this course, the student will be able to perform a rough and a

precision layout of a workpiece. The student will also be able to describe the following:

how to saw stock with a hand hacksaw; the correct procedure for straight and draw filling

of metal; how to size holes with a hand reamer; and hand methods of deburring parts,

removing broken studs, tapping threads, and cutting threads using a threading die and

tap. In addition, the student will be able to describe the following: how to cut threads by

machine using a threading die; the procedure for broaching a keyway using an arborpress; and how to operate a powered keyway cutter.

Course Modules Include Rough Layout of a Workpiece

Precision Layout of a Workpiece

Stock Sawing With a Hand Hacksaw

Straight and Draw Filing of Metal

Hole Sizing With Hand Reams

Hand Methods of Deburring Parts

Hand Methods of Removing Broken Studs

Tapping Threads by Hand

Cutting Threads by Hand Using a Threading Die and Tap

Cutting Threads by Machine Using a Threading Die

Broaching of a Keyway Using an Arbor Press

Operate a Powered Keyway Cutter

Title Machine Shop - Vertical Milling Machines


Objective(s) At the completion of this course, the student will be able to describe the basic

components, controls, and operation of a vertical milling machine. The student will be

able to describe the following: the steps required to locate, drill, bore, and ream holes

using the coordinated method; step drill holes accurately; mill a slot or pocket;

countersink, counterbore, and spotface workpieces; mill a square and hexagon on a

workpiece; machine a flat surface using a flying cutter; mill multi-level surfaces; and mill a

fillet with a ball end mill.

Course Modules Include Vertical Milling Operations Control Familiarity

Install and Remove a Collet and End Mill

Align Spindle Perpendicular to the Table

Mount and Align a Vise on the Mill Table

Square a Workpiece Clamped to the Mill Table

Square a Workpiece Held in a Vise on a Vertical Mill

Locating, Drilling, and Reaming Holes by Coordinated Method

Locate and Bore Holes - Coordinated Method

Step Drill Holes Accurately to Size

Mill a Slot or a Pocket

Countersinking, Counterboring, and Spotfacing

Mill a Square on a Workpiece

Mill a Hexagon on a Workpiece

Machine a Flat Surface Using a Flying Cutter

Mill Multi-Level Surfaces

Mill a Fillet With Ball End Mill


11/92

11

Title Oil Analysis


Objective(s) At the completion of this course, the student will be able to explain the basic principles of

lubrication, including oil and grease characteristics, lubricant additives, lubricant selection

and lubricant storage and handling. The student will also be able to explain the

fundamentals of lubrication sampling and the basic methods of maintaining oil and grease

lubricated systems. In addition, the student will be able to: describe general lubricant

problems and explain the basic principles of lubricant testing and analysis

Course Modules Include Fundamentals of Lubrication

Lubrication Sampling Fundamentals

Maintenance, Purification, and Filtration of Oil and Grease Lubricated Systems

Failure Mode Indicators

Lubricant Testing and Analysis

Title Piping


Objective(s) At the completion of this course, the student will be able to identify and describe various

pipe fittings, common pipe joining methods, and different types of pipe hangers and

support systems. Students will also be able to identify piping symbols on piping and

instrumentation drawings.

Course Modules Include Fittings

Pipe Joining Methods

Pipe Joining Methods Explained

Use of Pipe Fittings

Pipe Hangers and Support Systems

Pipe Hangers and Support System Operations

Erecting Piping Runs

Piping and Instrumentation Drawing Symbols

Interpretation of Piping and Instrumentation Drawings Piping Symbols


12/92

12

Title Precision Measurement


Objective(s) At the completion of this course, the student will be able to describe how to use the

following measurement tools: steel rules, protractors, outside micrometers, inside

micrometers, telescoping gauges, depth rules, depth micrometers, hole gauges, Vernier

calipers, dial indicators, dial calipers, radius gauges, thickness gauges, taper gauges, wire

gauges, sheet metal gauges, screw pitch gauges, thread micrometers, and go/no go

gauges.

Course Modules Include Measuring Device Orientation

Fractional Inch Graduation - Steel Rule

Measurement With Protractors

Outside Thimble Micrometer Ratchet Use

Micrometer Zero Calibration

Outside Micrometer Measurements

Measuring With an Inside Micrometer

Measuring With a Telescoping Gauge

Measuring With a Depth Rule and a Depth Micrometer

Measuring With a Small Hole Gauge

Error in Transferring Measurements

Precision Measuring Feel

Vernier Scale Reading

Measuring With Vernier Caliper

Measuring With a Dial Indicator

Checking Concentricity

Measuring With a Dial Caliper

Measuring With a Radius Gauge

Measuring With a Thickness Gauge and a Taper Gauge

Measurement With Wire and Sheet Metal Gauges

Measuring With a Screw Pitch Gauge and a Thread Micrometer

Using a Go/No Go Gauge

Title Pumps - Centrifugal - Fundamentals


Objective(s) At the completion of this course, the student will be able to describe basic centrifugal

pump components and operation, including performance issues pertaining to centrifugal

pumps.

Course Modules Include Centrifugal Pump Theories

Centrifugal Pump Components

Identification of Sealing Medium Used Pumps

Performance Issues in Centrifugal Pumps Cavitation in Centrifugal Pumps


13/92

13

Title Pumps - Centrifugal - Maintenance



required to disassemble, inspect, and reassemble centrifugal pumps.

Course Modules Include Centrifugal Pump Disassembly

Centrifugal Pump Inspection

Identification of Defective Parts in Centrifugal Pumps

Centrifugal Pump Reassembly

Title Pumps - Centrifugal - Overhauls



required to overhaul horizontal, single-stage, centrifugal pumps; horizontal, multi-stage,

centrifugal pumps; vertical, single-stage, centrifugal pumps; and vertical, multi-stage,

centrifugal pumps.

Course Modules Include Horizontal, Single-Stage, Centrifugal Pump Overhaul

Horizontal, Multi-Stage, Centrifugal Pump Overhaul

Vertical, Single-Stage, Centrifugal Pump Overhaul Vertical, Multi-Stage, Centrifugal Pump Overhaul

Title Pumps - Positive Displacement - Fundamentals


Objective(s) At the completion of this course, the student will be able to explain the basic theory of

operation of centrifugal and positive displacement pumps; list the major safety devices

associated with positive displacement pumps; and list common applications for positive

displacement pumps.

Course Modules Include Pump Theories and Differences

Types of Safety Devices Used for Positive Displacement Pumps Positive Displacement Pump Applications


14/92

14

Title Pumps - Positive Displacement - Overhauls


Objective(s) At the completion of this course, the student will be able

to describe the major steps involved in disassembling,

inspecting, and reassembling screw-type positive

displacement pumps and identify parts that are

commonly replaced. The student will also be able to

describe the major steps involved in overhauling gear,

piston, diaphragm, lobe, vane, and liquid ring pumps.

Course Modules Include Positive Displacement Pump Disassembly (Screw Pump)

Visual Inspection of Positive Displacement Pumps (Screw Pump)

Defective Part Replacement (Screw Pump)

Positive Displacement Pump Reassembly (Screw Pump)

Overhaul a Positive Displacement Pump (Gear Pump)

Piston Pump Overhaul

Diaphragm Pump Overhaul

Lobe Pump Overhaul

Vane Pump Overhaul to Criteria in Manuals

Liquid Ring Pump Overhaul Shaft and Pumping Element Repair

Title Rigging and Lifting Practices


Objective(s) At the completion of this course, the student will be able to describe common types of

rigging and lifting equipment, and explain how to use the equipment safely. In addition to

rigging equipment, the following are covered: manual lifting devices, electric-powered

lifting devices, air-operated lifting devices, hydraulic lifting devices, mobile cranes, and

boom trucks.

Course Modules Include Proper Use of Riggers Handbook Types of Rigging and Lifting Equipment

Inspecting the Rigging Equipment

Safe Working Loads for Various Types of Slings and Hardware

Planning a Rigging and Lifting Job

Proper Use of Rigging and Lifting Equipment

Safe Performance of Lifts Using Manually Operated Lifting Devices

Safe Performance of Lifts Using Electric-Powered Lifting Devices

Safe Performance of Lifts With Air-Operated Lifting Devices

Safe Performance of Lifts With Hydraulic Lifting Devices

Safe Performance of Lifts With a Mobile Crane

Safe Movement of Materials/Equipment With a Mobile Crane Safe Performance of Lifts With a Boom Truck

Safe Movement of Materials/Equipment With a Boom Truck

Safe Usage of Personal Lifting Devices


15/92

15

Title Scaffolds


Objective(s) At the completion of this course, the student will be able to describe the most common

types of scaffolds; describe the proper and safe use of scaffolding; and explain the major

steps required to assemble and disassemble scaffolding and stays.

Course Modules Include Scaffolding Terminology

Types of Scaffolds

Proper and Safe Usage of Scaffolding

Selection of Scaffolding Components for Their Correct Usage

Scaffolding and Stay Assembly

Scaffolding and Stay Disassembly

Title Shaft Alignment - Laser Aided


Objective(s) At the completion of this course, the student will be able to describe the major types and

functions of couplings; explain the basic terminology and principles of shaft alignment;

and describe soft foot, the conditions that can cause it, and how to correct soft foot using

a laser-based alignment system. In addition, the student will be able to explain the

operation of a laser-based alignment system and how to troubleshoot some laser

alignment problems.

Course Modules Include The Function of Couplings and Major Coupling Types

Shaft Alignment

Identifying and Correcting Soft Foot

Laser Alignment Safety and System Operating Information

Shaft Alignment Using Laser-Based Systems

Laser Alignment Troubleshooting

Title ToolsEstimated Duration (hours) 2.75

Objective(s) At the completion of this course, the student will be able to identify common types of

hand and power tools, and describe safety precautions associated with them. The student

will also be able to identify common types of measuring tools and describe their uses. In

addition, the student will be able to identify common types of fasteners, describe basic

specification issues, and explain basic fastener usage and safety considerations.

Course Modules Include Non-Powered Hand Tools - Part 1

Non-Powered Hand Tools - Part 2

Power Tools

Measuring Tools

Fasteners


16/92

16

Title Valve Fundamentals


Objective(s) At the completion of this course, the student will be able to describe the major types of

valves used in plants, their components, and their operating characteristics.

Course Modules Include Valve Theory

Valve Types and Characteristics

Components of Selected Valves

Operation Characteristics of Selected Valves

Characteristics of Valves to Applications

Sealing Mediums Used in Valves

Title Valve Maintenance



required in repairing valves and the basic steps in overhauling globe, gate, safety, relief,

ball, plug, diaphragm, butterfly, check, and control valves.

Course Modules Include Valve Part and Component Repair

Globe Valve Overhaul Gate Valve Overhaul

Safety Valve Overhaul

Relief Valve Overhaul

Ball Valve Overhaul

Plug Valve Overhaul

Diaphragm Valve Overhaul

Butterfly Valve Overhaul

Check Valve Overhaul

Control Valve Overhaul


17/92

17

Title Welding - Arc


Objective(s) At the completion of this course, the student will be able to explain how to perform

shielded metal arc welding on carbon steel plate and carbon steel pipe. The student will

also be able to explain what the various welding positions are, their orientations, and the

processes for welding in various positions. In addition, the student will be able to explain

the proper usage of polarities (direct current power) and current flow in electric arc

welding with covered electrodes; demonstrate the setup of electric arc welding

equipment for shielded metal arc welding (SMAW) in both polarities on steel plate; matchelectric arc welding filler metals to their application positions; and explain the setup of gas

tungsten arc welding equipment for straight polarity welding with argon shielding gas.

Course Modules Include Setup of Electric Arc Welding Equipment for SMAW in Both Polarities on Steel Plate

Electric Arc Welding Process for Welding in Various Positions

Welding Positions and Their Orientations

Electric Arc Welding Filler Metal Selection Based on Positions

Matching of Electric Arc Welding Filler Metals to Their Application Positions

Electric Arc Welding Process for Welding in the Flat Position

Usage of Polarities (Direct Current Power) and Current Flow in Electric Arc Welding

With Covered Electrodes

Selection of Electric Arc Filler Metals Based on Application and Positions

SMAW on Carbon Steel Plate to A.W.S. - BU - 2A Prequalified Joint Weld Procedures

Electric Arc Welding Filler Metal Selection Based on the Flat Position

Matching of Electric Arc Welding Filler Metal Application to Flat Position

Welding Positions and Their Orientations for Pipe Welding

SMAW on Carbon Steel Pipe

Setup of Pipe Coupons for SMAW in the 2G, 5G, and 6G Fixed Pipe Positions

Fitup Procedure for Chill Rings on Selected Size Pipes

Fitup of Chill Rings on Various Pipe Sizes

Differences Between Mild Carbon Steel Filler Metals and Stainless Steel Filler Metals

Differences in Weldability Between Carbon Steel and Stainless Steel

Explain the Setup of Gas Tungsten Arc Welding (GTAW) Equipment for Straight

Polarity Welding With Argon Shielding Gas

Demonstrate Setup of GTAW Equipment for Straight Polarity Welding With Argon

Shielding Gas

Joint Fitup Procedure for Welding Proper Size GTAW Root Pass on Pipe

Proper Joint Fitup Procedure for Welding GTAW Root Pass on Pipe

Argon Backing Gas Purge Systems for Root Protection Against Sugaring Pipe

GTAW on Carbon Steel Tube With Stainless Steel Filler

Shielded Metal Arc Welding on Carbon Steel Pipe With GTAW Root

Shielded Metal Arc Welding on Carbon Steel Tube, GTAW for Root With Carbon Steel

Filler


18/92

18

Title Welding - Oxyacetylene


Objective(s) At the completion of this course, the student will be able to explain the proper setup for

oxyacetylene cutting equipment, demonstrate safe usage of oxyacetylene cutting

equipment, and explain how to perform oxyacetylene cutting. The student will also be

able to describe how to match filler metal requirements to base metals for fusion welding

and explain how to perform oxyacetylene fusion welding on carbon steel. In addition, the

student will also be able to explain how to perform oxyacetylene brazing on various meta

alloys, and describe how to braze weld various joint configurations.

Course Modules Include Proper Setup for Oxyacetylene Cutting Equipment

Safe Usage of Oxyacetylene Cutting Equipment

Oxyacetylene Cutting

Proper Flame Settings in Relation to Welding Tip Size and Material Thickness

Selection of Cutting Tip Size for Fuel Pressures and Material Thickness to Obtain a

Neutral Flame

Matching of Filler Metal Requirements to Base Metals for Fusion Welding

Matching of Proper Filler Metals to Base Metals

Proper Setting of Oxyacetylene Flame for Fusion Welding

Oxyacetylene Fusion Welding on Carbon Steel

Flame Setting for Oxyacetylene Brazing for Various Silver Alloy Fillers

Reducing/Carburizing of the Flame for Brazing Various Metal Alloys

Matching of Filler Metals for Brazing to Various Types of Base Metals

Matching of Proper Filler Metals to Base Metals to Achieve Strength and Integrity

Oxyacetylene Brazing on Various Metal Alloys

Proper Flame Setting for Braze Welding Various Thicknesses of Carbon Steel and Cast

Iron

Braze Welding of Various Joint Configurations

Proper Braze Welding of Various Bead Configurations

Braze Welding of Various Base Metal Types

Matching of Braze Welding Filler Metals With Various Base Metals

Oxyacetylene Braze Welding on Carbon Steel and Cast Iron Base Metals


19/92

19

Electrical Maintenance

Title AC Circuit FundamentalsEstimated Duration (hours) 4.25

Objective(s) At the completion of this course, the student will be able to explain basic alternating

current (AC) theory, and identify and explain the common connections used to build

single-phase and three-phase AC circuits.

Course Modules Include AC Theory

Use of Ohms and Kirchhoffs Laws

Calculation of Electrical Values of Single-Phase AC Circuits

Building Single-Phase AC Circuits

Drawing Single-Phase AC Circuits

Construction of AC Circuits

Calculation of Electrical Values of Three-Phase AC Circuits

Building Three-Phase AC Circuits

Drawing of Three-Phase AC Circuits

Determination of AC Circuit Outputs From Specified Inputs

Title AC Circuit Troubleshooting and Repair


Objective(s) At the completion of this course, the student will be able to describe the basic steps for

troubleshooting and repairing alternating current (AC) circuits.

Course Modules Include

Evaluation of AC Circuit Performance AC Circuit Troubleshooting

AC Circuit Repair


20/92

20

Title Battery Chargers


Objective(s) At the completion of this course, the student will be able to describe the operational

concepts associated with industrial battery chargers; explain the principles of rectifying

alternating current (AC) power; describe the basic steps required for placing battery

chargers in service; and describe the basic steps required for removing them from service

Course Modules Include Battery Charger Operation

Principle of Rectification

Procedure for Placing the Battery Charger in Service

Procedure for Removing the Battery Charger from Service


21/92

21

Title Circuit Breakers - Low and Medium Voltage


Objective(s) At the completion of this course, the student will be able to determine the current flow in

a circuit, describe how to match overload devices with selected types of load, describe

circuit breaker testing, and explain how to perform breaker contact inspections.

Course Modules Include Matching of Overload With Selected Type of Load

Determination of the Actual Current of a Circuit

Procedure to Place All Plant Breakers in Test Position and Test

Removal of Arc Chutes on Breakers

Procedure to Check Contacts on Breakers

Title Control Devices


Objective(s) At the completion of this course, the student will be able to explain the function and

operation of control device components, identify common electrical control device faults,

and describe the basic steps for troubleshooting electrical control devices.

Course Modules Include Components of Control Devices

Functions of Control Devices Differences Between Alternating Current (AC) and Direct Current (DC) Controllers

Identification of the Normal Position of a Control Device

Faults Associated With Control Devices

Control Device Troubleshooting

Title DC Circuit Fundamentals


Objective(s) At the completion of this course, the student will be familiar with electron theory as it

relates to direct current (DC) electrical circuits. The student will be able to state Ohms

and Kirchhoffs laws as they relate to DC circuits, determine circuit outputs from specifiedinputs in DC circuits, and be able to construct basic DC circuits.

Course Modules Include Electron Theory

Use of Ohms and Kirchhoffs Laws Relating to DC

Determination of Circuit Outputs From Specified Inputs

Construction of DC Circuits

Title DC Circuit Troubleshooting and Repair


Objective(s) At the completion of this course, the student will be able to evaluate direct current (DC)

circuit performance, describe the major steps for troubleshooting DC circuits, anddescribe the major steps for performing repairs of DC circuits.

Course Modules Include Evaluation of DC Circuit Performance

DC Circuit Troubleshooting

DC Circuit Repair


22/92

22

Title Freeze Protection


Objective(s) At the completion of this course, the student will be able to describe self-limiting

(regulating) cables, constant wattage heating cables, and the concept of series resistance

heating cables. The student will also be able to explain the use of heat transfer cement

and tape, and describe how to troubleshoot, replace, and repair freeze protection

equipment.

Course Modules Include Types of Heat Trace

Self-Limiting Cables

Constant Wattage Heating Cable

Series Resistance Heating Cables

Matching of Types to Applications

Methods of Repair of Freeze Protection Equipment

Heat Transfer Cement

Heat Transfer Tape

Matching of Freeze Protection Equipment Repair to Situation

Testing of Plant Antifreeze Panels

Methods of Replacing Freeze Protection Equipment

Title Generator Basics


Objective(s) At the completion of this course, the student will be able to explain how alternating

current (AC) generators produce AC voltage. The student will also be able to describe the

operating characteristics of various types of generators, various generator applications,

and the common types of generator construction.

Course Modules Include AC Generators

Operating Characteristics of Various Types of Generators

Generator Applications

Types of Generator Construction

Title Generator Maintenance


Objective(s) At the completion of this course, the student will be able to describe the basic steps

required to perform internal cleaning, troubleshooting, disassembly, and reassembly of

generators.

Course Modules Include Internal Cleaning of Generators

Generator Troubleshooting

Generator Disassembly Techniques

Generator Reassembly Techniques


23/92

23

Title Ground Detection


Objective(s) At the completion of this course, the student will be able to explain equipment grounding

concepts, how to perform direct current (DC) ground detection, how to use DC ground

detection switches as supplied by a battery charger, and which DC breakers cannot be

turned off during operation. The student will also be able to identify unwanted circuit

grounds, describe the process for eliminating ground faults, and describe the basic steps

required for testing of proper equipment grounds.

Course Modules Include Equipment Grounding Concepts

DC Ground Detection

Use of DC Ground Detection Switches

Operation of DC Breakers

Identification of Unwanted Circuit Grounds

Elimination of Unwanted Circuit Grounds

Testing of Proper Equipment Grounds

Title Inverters


Objective(s) At the completion of this course, the student will be able to describe the operating

principles of inverters, and the function and operation of inverter components. The

student will also be able to describe how to place inverters in service and remove them

from service.

Course Modules Include Inverter Operation

Components of an Inverter

Procedure for Placing an Inverter in Service

Procedure for Removing an Inverter From Service

Title Limitorque Valves


Objective(s) At the completion of this course, the student will be able to explain how to stroke a

Limitorque valve, describe common maintenance procedures on limit and torque

switches, and describe the basic steps required to remove a Limitorque actuator from a

valve.

Course Modules Include Procedure to Electrically Stroke a Valve

Procedure to Mechanically Stroke a Valve

Method of Repairing Limit Switches

Method of Replacing Limit Switches

Method of Setting Limit Switches

Method of Repairing Torque Switches Method of Replacing Torque Switches

Method of Setting Torque Switches

Procedure to Pull an Actuator Off a Valve


24/92

24

Title Motor Basics


Objective(s) At the completion of this course, the student will be able to describe the basic types of

motors and explain their operating characteristics.

Course Modules Include Operating Characteristics of Various Types of Motors

Types of Motors

Induction Motors and Their Functions

Operational Theory of Induction Motors

Determination of Appropriate Application of Motors

Types of Motor Construction


25/92

25

Title Motor Maintenance


Objective(s) At the completion of this course, the student will be able to describe basic steps for

troubleshooting, cleaning, disassembling, and reassembling a motor and performing

operational checks when a motor is returned to service.

Course Modules Include Motor Troubleshooting

Determination of Faulty Major Component of a Motor System

Procedure to Clean a Motor

Motor Disassembly

Motor Reassembly Techniques

Operational Checks to Perform When a Motor Is Returned to Service

Title Prints and Drawings


Objective(s) At the completion of this course, the student will be able to describe the following types

of drawings and diagrams: schematic, connection, logic, elementary, single-line, and

piping and instrumentation drawing (P&ID).

Course Modules Include

Classifications of Prints and Drawings Schematic Diagrams

Electrical-Electronic Print and Drawing Reading

Connection Diagrams

Logic Diagrams

Single-Line Diagrams

Elementary Diagrams

Symbols/Components on Prints and Drawings

Tracing of Flowpaths of Plant P&IDs

Location and Usage of Plant Print Indexes

Title Transformers


Objective(s) At the completion of this course, the student will be able to describe transformer

characteristics; list the essential parts of a simple transformer; state the relationship

between primary and secondary voltages and transformer turns ratio; and define the

terms potential transformer and current transformer. The student will also be able to

state the safety hazards related to transformers; describe transformer troubleshooting

techniques; and identify causes of transformer failure.

Course Modules Include Transformer Characteristics

Essential Parts of a Simple Transformer

Relationship Between Primary and Secondary Voltages and Transformer Turns Ratio Potential Transformer

Current Transformer

Safety Hazards Related to Transformers

Transformer Troubleshooting Techniques

Causes of Transformer Failure


26/92

26

Instrumentation and Control

Title Control Devices and IndicatorsEstimated Duration (hours) 2.5

Objective(s) At the completion of this course, the student will be able to explain the terminology

associated with controllers and control action and describe the following: the operation o

solenoid valves, the function of square root extractors, the operation and application of

pressure regulators, the function of volume boosters, the operation of temperature and

pressure switches, the function and operation of limit switches; the function of indicators

and recorders, the basic types of final control actuators, the purpose of transducers, and

the basic types of valves. The student will also be able to explain the basic steps used to

troubleshoot and repair electronic control valves.

Course Modules Include Controller and Control Action

Support Instruments Operation of Chart Recorders

Final Control Actuators

Final Control Elements

Solenoid Valves

Electronic Control Valves

Electronic Control Valve Troubleshooting and Repair


27/92

27

Title Digital Electronics


Objective(s) At the completion of this course, the student will be able to describe the use of decimal,

octal, binary, and hexadecimal numbering systems; explain the use of BCD and ASCII

codes in digital electronic circuits; and describe positive and negative logic as related to

digital electronic circuits. The student will also be able to determine the appropriate

digital circuit outputs from specified inputs and construct simple digital circuits. In

addition, the student will be able to describe the basic steps for troubleshooting and

repairing digital circuits.

Course Modules Include Digital Numbering Systems

BCD and ASCII Codes

Positive and Negative Logic

Appropriate Digital Circuit Outputs From Specified Inputs

Constructing Digital Circuits

Troubleshooting Digital Circuits

Repairing Digital Circuits

Title Electronic Circuits


Objective(s) At the completion of this course, the student will be able to explain the basic steps for

constructing basic electronic circuits. The student will also be able to identify the

symptoms of defective operational amplifier circuits; determine the proper feedback

circuits to achieve desired operational amplifier gain; and explain the basic steps for

evaluating the performance of a power supply circuit. In addition, the student will be able

to describe the proper techniques for soldering in electronic circuits.

Course Modules Include Construction of Electronic Circuits

Theory of Operational Amplifier Circuits

Defective Operational Amplifier Circuits

Determination of Feedback Circuits to Achieve Desired Operational Amplifier Gain

Electronic Circuit Troubleshooting

Soldering Techniques

Title Fire Protection Instrumentation


Objective(s) At the completion of this course, the student will be able to describe the instrumentation

used in selected fire protection systems. In addition, the student will be able to describe

the basic steps in troubleshooting and repair of selected fire protection instrumentation.

Course Modules Include Understanding the Instrumentation Used in the Fire Protection System

Troubleshoot and Repair Fire Protection Instruments


28/92

28

Title Fundamentals of Instrumentation and Control


Objective(s) At the completion of this course, the student will be able to define terminology associated

with control instruments; describe block diagrams; distinguish between open and closed

loop systems; and describe the function and operating characteristics of various sensing

devices, transmitters, valve positioners, and final control elements.

Course Modules Include Criteria for Control Instruments

Characteristics of Control Instruments

Title Microprocessors


Objective(s) At the completion of this course, the student will be able to explain the purpose and

function of the basic components of microprocessors. The student will be able to describe

the types and operation of memory circuits; explain the use of expansion buses and 8-bit

buses used to interface microprocessors; and describe the theory of operation of

microprocessor registers. In addition, the student will be able to describe the basic

programming used by microprocessors and explain the basic steps for troubleshooting

microprocessors.

Course Modules Include Introduction to Understanding Microprocessors

Introduction to Microprocessors and Memory

Introduction to Microprocessor Interfacing

Introduction to Microprocessor Registers

Introduction to Programming Microprocessors

Introduction to Troubleshooting Microprocessors

Title PLCs


Objective(s) At the completion of this course, the student will be able to explain the functions, basicoperation, and applications of programmable logic controllers (PLCs). The student will also

be able to explain the meaning of PLC status indicator lights and the basic steps for

troubleshooting PLCs. In addition, the student will be able to interpret and draft ladder

logic with bit instructions.

Course Modules Include Major Components of PLCs

Concepts of PLCs

PLC Status Indicator Lights

Troubleshoot PLCs

Interpreting and Drafting Ladder Logic With Bit Instructions in PLC Systems


29/92

29

Title Pneumatics - Controls


Objective(s) At the completion of this course, the student will be able to explain the operating

characteristics of valve positioners and describe the basic steps required for calibrating

and troubleshooting pneumatic control instruments. The student will be able to describe

the operation of the Bailey Standatrol system, and identify and state the function of the

major components of Bailey pneumatic drives and positioners. In addition, the student

will be able to describe the basic steps required for removing meters from and returning

meters to service; the basic steps required to disassemble, clean, and calibrate a Ledouxbell meter; and the basic steps required to disassemble, inspect, and set up inlet and

exhaust valves on Standatrols. The student will also be able to explain the operating

characteristics of I/P and P/I transducers and the basic steps required for calibrating

transducers.

Course Modules Include Calibration of Pneumatic Control Instruments

Operating Characteristics of Valve Positioners

Calibration of Valve Positioners

Uses and Operation of the Bailey Standatrol

Operation of Bailey Pneumatic Drives and Positioners

Procedures for Taking a Meter Out of and Returning it to Service

Disassemble, Clean, and Calibrate a Ledoux Bell Meter

Disassemble, Inspect, and Set Up Inlet and Exhaust Valves on Standatrols

Operating Characteristics of I/P and P/I Transducers

Calibration of Transducers

Pneumatic Control Instrument Troubleshooting

Title Pneumatics - Tubing


Objective(s) At the completion of this course, the student will be able to describe the steps required to

select the proper tubing and fittings for specific applications, taking pressure and chemica

compatibility into consideration. The student will also be able describe the steps required

to correctly install the following types of tubing fittings: soldered copper, copper

compression, and sleeve. In addition, the student will be able to describe the following:

the steps required to flare tubing, the proper use of tubing benders, and the steps

required to plan and install tubing supports and hangers.

Course Modules Include Selection of Tubing for Specific Applications

Selection of Proper Tubing Fittings for an Application

Installation of Tubing Fittings

Flare Tubing for Flare Fittings

Tube Bending

Installation of Tubing Supports and Hangers


30/92

30

Title Process Control and System Tuning


Objective(s) At the completion of this course, the student will be able to describe basic principles and

types of process control, and explain various methods of controller tuning.

Course Modules Include Process Control Fundamentals

Closed and Open Loop Control Systems

Proportional Control

Proportional Plus Integral Control

Proportional Plus Derivative Control

Proportional Plus Integral Plus Derivative Control

Advanced Control Methods

Open Loop Transient Response Tuning

Ziegler Nichols Controller Tuning

Frequency Response Controller Tuning

Title Process Measurement


Objective(s) At the completion of this course, the student will be able to explain the principles of

pressure, temperature, and level and flow measurement; describe the operation of

devices that sense each process variable; and explain the basic steps for troubleshooting

those devices.

Course Modules Include Pressure Measurement

Pressure Measuring Instruments

Pressure Device Troubleshooting

Liquid Level Measurement

Level Device Troubleshooting

Flow Measurement

Flow Device Troubleshooting

Temperature Measurements

Temperature Measuring Device Troubleshooting


31/92

31

Title Semiconductors


Objective(s) At the completion of this course, the student will be able to describe the electrical

characteristics of semiconductor diodes, SCRs, and TRIACs. The student will also be able to

describe the basic steps for constructing semiconductor circuits. In addition, the student

will be able to describe the basic steps to troubleshoot a semiconductor circuit, identify a

defective semiconductor device, and repair a semiconductor circuit.

Course Modules Include Electrical Characteristics of Diodes

Electrical Characteristics of SCRs and TRIACs

Construction of Semiconductor Circuits

Semiconductor Circuit Troubleshooting

Identification of Defective Semiconductors Semiconductor Circuit Repair

Title Test Equipment and Calibration


Objective(s) At the completion of this course, the student will be able to define basic instrumentation

terms, and identify various components in an instrumentation loop and explain their

function. In addition, the student will be able to explain the use of multimeters,

oscilloscopes, and portable power supplies. The student will also be able to describe the

operation of temperature-sensing devices and how to test them. Finally, the student will

be able to explain the basic principles of calibration.Course Modules Include Instrumentation and Control

Use of Multimeters

Oscilloscopes

Portable Power Supply

Temperature Measurement

Calibration of Control Instruments


32/92

32

Industrial Math and Science

Title Basic Math OperationsEstimated Duration (hours) 1.25

Objective(s) At the completion of this course, the student will be able to solve arithmetic problems

using addition, subtraction, multiplication, and division; and solve problems requiring

conversion between decimals, fractions, and percentages. In addition, the student will be

able to solve math problems requiring averages of a given number set and problems with

powers of ten notation.

Course Modules Include Math Problems Using Addition, Subtraction, Multiplication, and Division

Placement of Decimals

Math Problems Using Whole Numbers and Decimals

Decimals Into Fractions

Fractions Into Decimals Decimals and Fractions Into Percentages

Percentages Into Fractions and Decimals

Averaging

Positive Powers of Ten

Negative Powers of Ten

Title Chemistry


Objective(s) At the completion of this course, the student will be able to describe the fundamental

principles of chemistry. The student will also be able to calculate the density of various

materials and calculate specific gravity.

Course Modules Include Introduction to Chemistry

Density

Specific Gravity


33/92

33

Title GeometryEstimated Duration (hours) 1.0

Objective(s) At the completion of this course, the student will be able to identify various geometric

shapes and calculate their area, calculate the correct dimensions relating to the

hypotenuse of a right triangle, and calculate the volume of various geometric shapes.

Course Modules Include Area

Triangles

Volume

Title Tables and Graphs


Objective(s) At the completion of this course, the student will be able to recognize and describe tables

charts, and graphs, and explain how to read the data represented by them.

Course Modules Include Relationships Between Tables and Graphs

Tables and Graphs Related to Math

Solve Problems Using Tables and Graphs


34/92

34

Lean Learning for the Oil and Gas Industry

Title 5 Phases of Lean Transformation


Available Only as Part of

This Package / These

Packages

Executive

Manager

Practitioner

Objectives / Topics In this module, you will learn about the 5 phases of Lean transformation.

Title 5S Application



This Package / ThesePackages

Manager

Practitioner

Objectives / Topics After completing this module, you will be able to:

Describe each of the 5S steps.

Apply the 5S process to your work environment.


35/92

35

Title Andon




Packages

Practitioner

Objectives / Topics In this module, you will learn about Andon; its applications, tools and concepts and how

Andon is set up. After completing this module, you will be able to:

Describe what an Andon is.

Explain its capabilities and uses.

Describe how to implement an Andon system.

Title Blue Sky Vision Workshop Preparation




Packages

Manager

Practitioner

Objectives / Topics In this module, you will learn:

What a Blue Sky Vision is. How to create a Blue Sky Vision for your organization.

How that vision is translated into an action plan called a Master Schedule.

Title Built in Quality




Packages

Practitioner


Define Built in Quality.

Describe the tools.

Explain how these tools are used.


36/92

36

Title Communication Skills for the Workplace




Packages

Practitioner

Objectives / Topics In this module, you will learn about:

Assertiveness in communication.

Criticism without conflict.

Using questioning skills.

Title Communications Skills for Leaders




Packages

Manager

Practitioner


Reasons presentations fail.

Defining your reasons for speaking. Preparing your presentation.

Title Conducting a Kaizen Event




Packages

Manager

Practitioner

Objectives / Topics In this module, you will learn about conducting Kaizen events.

Title Conflict Management




Packages

Practitioner


The effects of conflict.

Conflict management definitions.

Styles of managing conflict.

Conflict management cycle.

Resolving conflict.


37/92

37

Title Core Leadership Skills Introduction




Packages

Manager

Practitioner

Objectives / Topics In this module, you will be introduced to:

Blue Sky Vision preparation.

Goals and goal setting.

Meeting facilitation.

Conflict resolution.

Communicating in the workplace.

Managing for commitment.

Creating a Lean culture.

Title Current State Maps




Practitioner

Objectives / Topics In this module, you will be introduced to the Current State Map (CSM) and its purpose.

Title Decoding the DNA of TPS




Packages

Executive

Manager

Practitioner

Objectives / Topics In this module, you will gain insight into the Toyota Production System (TPS).


38/92

38

Title Deep Dive Site Assessment




Packages

Executive

Manager

Practitioner

Objectives / Topics After completing this module, you will understand what a Deep Dive Assessment is and be

able to:

Describe a Strategic Assessment. Explain a Tactical Assessment.

Describe an Operational Assessment.

Title Demand Instruction




Packages

Practitioner


Explain what demand is. Discuss scheduling.

Define the Heijunka process.

Define Takt Time.

Title Enterprise Assessment




Packages

Executive

Manager

Practitioner


Understand the current state of the enterprise.

Discuss the future state developments.

Describe development and rollout of the New Vision.

Title Error Proofing




Packages

Manager

Practitioner

Objectives / Topics In this module, you will be introduced to:

Definition of error proofing.

Levels and process.

Defects and errors.

Poka-Yoke and in-station process control.

Process failure modes and effect analysis.

Error proofing devices.


39/92

39

Title Essential Elements of Communication




Packages

Practitioner

Objectives / Topics In this module, you will learn about the importance of effective communication and

fundamentals of good communication.

Title External Logistics




Packages

Practitioner


Define external logistics.

Explain plan logistics.

Illustrate the role of the lead logistics provider.

Discuss the shipping and inventory management process.

Title Future State Maps




Packages

Practitioner

Objectives / Topics In this module, you will be introduced to the Future State Map (FSM) and its purpose.


40/92

40

Title Goals and Goal Setting




Packages

Manager

Practitioner


Defining goals.

Thinking strategically in goal setting.

Aligning priorities and goals.

Title Going Lean in the Oil and Gas (Processing) Operations




Packages

Executive

Manager

Practitioner

Objectives / Topics In this module you will:

Review examples of application of Lean in oil and gas industry.

Have an opportunity to read a paper on the application of Lean. Learn about barriers to implementing Lean.

Learn about conditions for successful implementation of Lean.

Take a short assessment.

Title Heijunka




Packages

Practitioner

Objectives / Topics After completing this module, you will:

Introduce and demonstrate the concept of Heijunka.

Understand the benefits of Heijunka.

Understand how to apply Heijunka in a typical process.

Identify how Heijunka interacts with other Lean tools.

Title Hoshin Kanri




Packages

Manager

Practitioner

Objectives / Topics In this module, you will learn about the Hoshin Kanri method of promoting, driving, and

measuring organizational goals and alignment.


41/92

41

Title How Kaizen Works




Packages

Manager

Practitioner

Objectives / Topics In this module, you will become aware of ways that Kaizen is implemented and how

improvements are sustained over time.

Title Inventory Management




Packages

Practitioner


Discuss the background of how inventory control fits into operation of oil and gas

production or processing sites.

Explain the need for changing typical inventory management techniques.

Explain the philosophy called synchronous material flow.

Discuss the benefits of inventory management.

Describe some actual examples.

Title Just Culture




Packages

Executive

Manager

Practitioner

Objectives / Topics In this module, you will learn about Just Cultures and their impact on potential health and

safety concerns, productivity issues, system waste, and continuous improvement

opportunities.


42/92

42

Title Just in Time




Packages

Manager

Practitioner


Define Just-in-Time (JIT) and Kanban.

Identify how they fit into a Lean organization.

Identify two types of Kanban.

Identify the benefits of Kanban.

Title Kaizen Pre-Assessment and Introduction




Packages

Executive

Manager

Practitioner

Objectives / Topics In this module, you will be introduced to the concept of Kaizen or continuous

improvement.

Title Kaizen Review and Post-Assessment




Packages

Practitioner

Objectives / Topics In this module, you will review Kaizen and take the post assessment.

Title Kamishibai




Packages

Manager

Practitioner

Objectives / Topics In this module, you will learn:

What Kamishibai is.

How Kamishibai works.

How to use Kamishibai cards.

How to use a Kamishibai board.

How to start implementing the method.


43/92

43

Title Kanban




Packages

Manager

Practitioner


Discuss the fundamentals of Kanban.

Define Kanban terms.

Explain the uses of Kanban.

Discuss its tools.

Title Leader Daily Management/Front Line Supervision




Packages

Manager

Practitioner


Leadership characteristics. Leadership behaviors and styles.

Developmental levels.

Plan-Do-Check-Act (PDCA) cycle.

Title Leadership Behaviors




Packages

Manager

Practitioner

Objectives / Topics In this module, you will learn about: Human-centered behaviors.

Plans for change.

Leadership role.

Title Lean Layout Design




Packages

Manager

Practitioner

Objectives / Topics In this module, you will learn about the role that Lean layout plays in a Lean oil and gas

operations support function. After completing this module, you will be able to:

Define Lean layout, its objectives, and its principles.

Evaluate your workplace and identify opportunities to improve it using Lean layout.


44/92

44

Title Lean Measurables




Packages

Practitioner

Objectives / Topics In this module, you will learn about the basic philosophy of Lean measurables and how

metrics fit into the Lean system and assist you in performing daily tasks.

Title Lean Overview - Part I




Executive

Manager Practitioner

Objectives / Topics In this module, you will review:

Classification of the modules by subject categories and by roles.

The concept of a Lean Learning Academy (LLA).

An overview of Lean.

The 14 principles of Lean thinking.

Lean in the oil and gas industry.

Title Lean Overview - Part II




Packages

Executive

Manager

Practitioner


The Lean philosophy.

The relentless pursuit of "ideal."

Toyotas success story.

7 Wastes + 1.


45/92

45

Title Lean Overview - Part III




Packages

Executive

Manager

Practitioner


The Lean house.

The foundational emphasis of Lean.

Title Lean Overview - Part IV




Packages

Executive

Manager

Practitioner

Objectives / Topics In this module, you will:

Have the opportunity to view videos on application of Lean at two manufacturing

sites.

Gain an overview of Lean in the oil and gas industry.

Take a summative assessment pertaining to the topic of "Lean Overview."

Title Man Machine Separation




Packages

Practitioner


Explain the role of autonomation in the Lean house. Discuss the advantages of standardized work.

Title Management Audit Systems




Packages

Executive

Manager

Practitioner

Objectives / Topics In this module, you will learn about managing a Lean environment. After completing this

module, you will be able to:

Manage in a Lean environment. Understand how the Lean tools help manage.

Describe the key points affiliated with a Lean environment.


46/92

46

Title Management Centers




Packages

Manager

Practitioner


Discuss visual management displays and controls.

Describe the communication structure.

Establish a production management center.

Title Managing for Commitment




Packages

Executive

Manager

Practitioner

Objectives / Topics In this module, you will review how to become the type of manager that your employees

need in order to be successful in the work environment today.

Title Managing in a Lean Environment




Packages

Manager

Practitioner

Objectives / Topics In this module, you will learn about leadership skills needed to manage and lead an

organization in a Lean environment. Some of these skills deal with using specific types of

management tools while others relate to the Lean mindset.

Title Material Conveyance




Packages

Practitioner


Discuss the background of how material conveyance fits into the operations support

function of a hydrocarbon processing facility.

Discuss the need for improving material conveyance.

Explain a technique calledproductivity modeling.

Discuss the benefits of productivity modeling.

Describe some actual improvement examples.


47/92

47

Title Meeting Facilitation




Packages

Practitioner

Objectives / Topics In this module, you will be introduced to methods of conducting productive meetings. In

this module, team facilitators will learn the skills necessary to lead successful meetings

and to ensure an outcome of productive nature.

Title Numbers Game




Packages

Executive

Manager

Practitioner

Objectives / Topics In this module, you will be introduced to the principles of workplace organization.

Title Organization Goal Setting ArticleEstimated Duration (hours) 0.5



Packages

Executive

Manager

Practitioner

Objectives / Topics In this module, you'll read a report on Hoshin Kanri.

Title Problem Solving Part-I




Packages

Practitioner

Objectives / Topics In this module, you will be introduced to Problem Solving as a Lean concept.

Title Problem Solving Part-II




Packages

Practitioner

Objectives / Topics In this module, you will look at defining a problem that is to be solved.

Title Problem Solving Part-III




Packages

Practitioner

Objectives / Topics In this module, you will expand on the Problem Solving Theme selected earlier to

document the Problem Situation.


48/92

48

Title Problem Solving Part-IV




Packages

Practitioner

Objectives / Topics In this module, you will review the steps involved in documenting the target on the

Problem Solving Report.

Title Problem Solving Part-V




Packages

Practitioner

Objectives / Topics In this module, you will learn how to analyze the causes of a problem.

Title Problem Solving Part-VIEstimated Duration (hours) 0.5



Packages

Practitioner

Objectives / Topics In this module, you will review how to select and implement countermeasures that will

eliminate the problem and permanently prevent recurrence.


49/92

49

Title Problem Solving Part-VII




Packages

Practitioner

Objectives / Topics In this module, you will look at following up during a Problem Solving effort.

Title Problem Solving Part-VIII




Packages

Practitioner

Objectives / Topics In this module, you will you will apply what you have learned in the previous Problem

Solving modules to complete the Post Assessment.

Title Process and Value Stream Mapping

Estimated Duration (hours) 0.5Available Only as Part of


Packages

Executive

Manager

Practitioner

Objectives / Topics After completing the next three modules on value stream mapping (VSM), you will be able

to:

Explain what a Value Stream Map is.

Describe how VSM is used.

Explain ways that VSM helps to improve processes.

Title Productivity ModelingEstimated Duration (hours) 0.75



Packages

Manager

Practitioner


Describe productivity modeling .

Define its objective.

Define the approach.

Describe the tools used.

Discuss its benefits.


50/92

50

Title Quick Changeover




Packages

Practitioner


Define Quick Changeover.

Describe steps to reducing changeover time.

Identify and implement improvements in changeover.

Determine how changeover time impacts key operating system principles.

Recognize the benefits gained from reduced changeover time.

Title Standard Inspection




Packages

Practitioner

Objectives / Topics After completing this module, you will be able to: Develop a plan.

Determine how the plan will be run.

Report abnormalities.

Monitor and improve uptime.

Title Standardization and Standardized Work




Packages

Executive

Manager

Practitioner


Define Standardized Work.

Identify how it fits into a Lean organization.

Identify the benefits of Standardized Work.

Define the Standardized Work process tools.

Title Standardization Post-Assessment


Available Only as Part o

Documents

API U Brochure