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In a World of Choices, FOUNDATION™ Brings it All Together. ® 2013 Fieldbus Foundation 1
Implementing a FOUNDATION™ Fieldbus Project
Part Six of Eight
Contents
1.0
Introducing the User Guide
1.1 Executive Summary
1.2 Recommended Technical Resources
2.0 Overview of FOUNDATION Fieldbus
3.0 FOUNDATION Fieldbus Project Management – Minimising Project Risk
3.1 Proven Technology
3.2 Project Evaluation
3.3 Training
3.4 Project Partners
3.5 Procedures, Work Processes and Documentation
3.6 Risk Management
3.7 Testing
4.0 FOUNDATION Fieldbus Project Investment
4.1 Project Planning – CAPEX
4.2 Project Engineering and Installation – CAPEX
4.3 Commissioning – CAPEX
4.4 Project Start-Up – CAPEX
4.5 Operations and Maintenance – OPEX
5.0 FOUNDATION Fieldbus Project Design & Engineering
5.1 FOUNDATION Fieldbus Project Design & Engineering
5.2 Field Device Selection Considerations
5.3 Segment Component Selection Considerations
5.4 Network/Segment Topology Design Considerations
5.5 Host/Device Interoperability Testing
6.0 FOUNDATION Fieldbus Project Implementation – Conclusion and Checklist
Appendix: References/Sources
In a World of Choices, FOUNDATION™ Brings it All Together. ® 2013 Fieldbus Foundation 2
Implementing a FOUNDATION™ Fieldbus Project
Chapter 4: FOUNDATION Fieldbus Project Investment
4.5: Operations and Maintenance - OPEX Total OPEX savings are hard to estimate before a project is
implemented. There is growing evidence of huge returns on investment
of FOUNDATION projects – as soon as production is started or resumed.
Tangible benefits, for example the reduction in commissioning and
maintenance times, are enhanced by intangible benefits, for example
the ease of commissioning or data management, to offer the
FOUNDATION fieldbus end user a high level of plant optimisation through
production efficiencies and an effective maintenance strategy.
The level of achievable benefits from a more streamlined and efficient
operations and maintenance function will be enhanced if appropriate
work processes are developed at the beginning of the project in
conjunction with input from operators and technicians. Consistent
employment of the established work processes and maintenance
methods will help keep the operations and maintenance overheads low.
With the costs of traditional maintenance representing approx 40% of
manufacturing costs14, and the prospect of maintenance savings of
between 10-20%, end users are driven to targeting the operations and
maintenance functions to reduce production costs significantly through
improved asset management and maintenance strategies.
Diagnostics: Field diagnostics benefit a wide range of automation stakeholders
including process engineers, maintenance technicians and plant operators. The use of
diagnostics can dramatically change how process and asset data, alerts and messages
are viewed and used at a facility. Ultimately, plant management will realise improved
process performance, greater reliability, increased uptime and lower operating costs.
“Tangible benefits, for
example the reduction
in commissioning and
maintenance times, are
enhanced by intangible
benefits, for example
the ease of
commissioning or data
management, to offer
the FOUNDATION fieldbus
end user a high level of
plant optimisation
through production
efficiencies and an
effective maintenance
strategy.”
In a World of Choices, FOUNDATION™ Brings it All Together. ® 2013 Fieldbus Foundation 3
According to the NAMUR NE107 recommendation, “Self Monitoring and Diagnosis of
Field Devices”, field diagnostic results should be reliable and viewed in the context of
a given application. The document recommends categorising diagnostics into just four
standard status signals – maintenance required; failure; function check; and out of
specification (Fig 3).
It also recommends that the categorisation of a diagnostic event should be
configurable by the user, as reactions to a fault in a device may be very different
depending on the user’s requirements and the role of the recipient of the alert.
According to NE107, plant operators should only see status signals, with detailed
information viewable by devices viewable by device specialists.
Using the existing power of FOUNDATION fieldbus, and considering the NE107
recommendations, the Fieldbus Foundation developed its FOUNDATION Fieldbus
Diagnostic Profiles Specification to enhance the organisation and integration of device
diagnostics within fieldbus systems.
Fig 3 : NAMUR NE107 Diagnostics Categories & Symbols
Advanced Diagnostics in Operations: A wealth of device information is available
through FOUNDATION systems including: instrument ID and location; status of process
variables; ambient conditions; diagnostic information; configuration data; device
characteristics; calibration information etc. FOUNDATION fieldbus makes it possible to
manage and prioritise system, device and process information more effectively to
deliver robust and relevant information to the right person at the right time without a
flood of nuisance alarms. Required information is targeted and displayed instantly.
This knowledge-based system empowers operators, technicians and process engineers
In a World of Choices, FOUNDATION™ Brings it All Together. ® 2013 Fieldbus Foundation 4
“End users in the
petrochemical industry
have reduced their
operating costs by
approx 30% by
utilising advanced
diagnostics.”
and makes plant operation easier, faster and more efficient.
Alarms and alerts are supported by diagnostic data and all information is time-
stamped and can be archived and retrieved as required. Information about whether
data is good, bad or uncertain helps operators differentiate between a process
problem and device problem, which avoids costly and inconvenient unplanned plant
shutdowns. In the event of a shutdown, the location and resolution of the problem is
faster and the outage time reduced.
Utilising advanced diagnostics and an asset management system allows the user to
reap the benefits from FOUNDATION technology:
• Increased plant efficiency (e.g. 20%)15
• Increased operating efficiency (e.g. 2-3%)16
• Increased availability of plant
• Increased throughput and productivity (e.g. 6 - 10% improvement in
throughput)17, 18
• Reduced process downtime
• Greater manufacturing flexibility
• Increased production consistencies (e.g. 40% increase in production
performance measures)19
• Reduced process variability (e.g. 75% reduction in speed variability)20
• Improved asset utilisation
• Improved safety, health and environmental compliance
It is estimated that typical process plants could be underperforming
by approx 20% in terms of plant availability, asset reliability and
production throughput.21
End users in the petrochemical industry have reduced their
operating costs by approx 30% by utilising advanced diagnostics.
Advanced Diagnostics in Maintenance: Globally, process industries lose an estimated
$20 billion (approx 5%) of annual production through unscheduled downtime. Of
these losses, approx 80% could have been avoided with the implementation of
preventive or predictive maintenance strategies instead of reactive strategies.22
In a World of Choices, FOUNDATION™ Brings it All Together. ® 2013 Fieldbus Foundation 5
Preventive maintenance is undertaken 25% of the time23, and of this, end users have
estimated that over 60% of preventive maintenance activities (labour hours) result in
no action and are ultimately unnecessary24. A move towards a proactive maintenance
strategy will cut maintenance costs dramatically.
Fig 4: Predictive Diagnostics Help Users Develop A Proactive Maintenance Strategy
The enhanced device diagnostics capabilities of FOUNDATION technology support asset
management systems that allow automation end users to advance beyond reactive,
preventive and predictive maintenance techniques and implement proactive strategies
where equipment maintenance schedules are based on built-in asset diagnostics.
Users can also achieve opportunity-based maintenance that combines proactive
maintenance with special events such as a planned shutdown.
Diagnostics-driven maintenance strategies reduce fixed and variable maintenance
costs and extend useful asset life by reducing the interval between maintenance
events, reducing call-outs, reducing the cost of failures, reducing downtime, and
making it easier to plan maintenance and service work. End users have reported a
wide range of maintenance cost reductions including:
• 50% reduction in overall maintenance labour 25
• 78% reduction in on-going maintenance time for instrumentation 26
• 25% reduction of maintenance time eliminated 27
In a World of Choices, FOUNDATION™ Brings it All Together. ® 2013 Fieldbus Foundation 6
• 20% reduction of annual total maintenance costs 28
• 100% reduction in maintenance call-outs in one area of plant 29
Ease of Commissioning: The benefits of quick and easy device configuration and
commissioning are not just limited to the original project implementation but also
ongoing maintenance. The operator-friendly, common ‘look and feel’ of the host
commissioning software and the ‘drag and drop’ menus allow for faster device
replacement with negligible or minimal impact on the control system and plant
availability. When downtime is scheduled, process start-up will be faster.
The topology of the recommended FOUNDATION system designs allows for minimal
disruption to the segment – ensuring negligible or minimal disruption to the process.
A well-documented and considered spares policy and software revision controls will
ensure that the correct replacements devices are available with the correct function
block configurations and correct DDs.
Future proof: Installing a FOUNDATION system or integrating the technology into an
automation infrastructure is a sound investment with an infinite lifetime. With
technology development initiatives responding to market demands, the technology
will continue to evolve to meet the requirements of end users today and in the future.
The list of FOUNDATION registered hosts and devices is constantly growing with an
increasing number of suppliers developing and launching new FOUNDATION products
to the list.
The system will continue to be easy to maintain and adapt to new demands if the
maintenance function continues to follow its established procedures and work
processes that relate to software revision control and device replacement / spares.
Similarly, new segments are easier to integrate if the documentation has been
properly managed.
The maintenance function will have more flexibility if a level of redundancy and spare
capacity was built into the system at the outset.
In a World of Choices, FOUNDATION™ Brings it All Together. ® 2013 Fieldbus Foundation 7
References:
14. ARC Advisory Group, Dedham, MA: ARC independent research. Quoted in Ian
Verhappen Lifecycle Economics presentation available from www.fieldbus.org
15. Richard Lemaire, chemical industry
16. Rich Hatton, pulp & paper industry
17. Craig Herbert, power, medical
18. Dewey Ertell, food & beverage
19. Matthew Anderson, food & beverage
20. Carl Holte, pulp & paper – reduction in speed variability of paper machine to
give better quality product
21. ARC Advisory Group/Emerson Process Management article (Innovative Asset
Management Tools Increase Plant Reliability, Throughput and Availability, Justin
Eames & Jörg Kempf); Vogel Business Media. http://www.process-
worldwide.com/engineering_construction/operating_technology/maintenance/articles/365744/
22. ARC Advisory Group/Emerson Process Management article (Innovative Asset
Management Tools Increase Plant Reliability, Throughput and Availability, Justin
Eames & Jörg Kempf); Vogel Business Media. http://www.process-
worldwide.com/engineering_construction/operating_technology/maintenance/articles/365744/
23. ARC Advisory Group, Dedham, MA: ARC independent research. Quoted in Ian
Verhappen Lifecycle Economics presentation available from www.fieldbus.org
24. Shell Global Solutions
25. Jeff Milligan, oil & gas – re-instrument – manual/pneumatics
26. Mike Chlapowski, oil & gas – re-instrument – manual/pneumatics
27. Tim Durham, food & beverage – new project
28. Martin Flatley, oil & gas – re-instrument – DCS/PLC
29. Rich Hatton, pulp & paper (dry end of machine) – re-instrument –
manual/pneumatics